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HomeMy WebLinkAboutC2019-062 - Willdan Financial Services, Inc. Contract No. 2019-062
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
THE TOWN OF FOUNTAIN HILLS
AND
WILLDAN FINANCIAL SERVICES,INC.
THIS PROFESSIONAL SERVICES AGREEMENT (this "Agreement") is entered into
as of March 5, 2019, between the Town of Fountain Hills, an Arizona municipal corporation(the
"Town") and Willdan Financial Services, Inc., a(n) California corporation (the "Consultant").
RECITALS
A. Pursuant to Section 7.1 of the Town's Procurement Policy and Section 3-3-26 of
the Town Code, the Town may directly select certain consultants for professional and technical
services.
B. The Consultant possesses the specific skill and experience required to perform a
user fee study for the Town.
C. The Town desires to enter into an Agreement with the Consultant to perform the
Services, more particularly set forth in Section 2 below.
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing introduction and recitals, which
are incorporated herein by reference, the following mutual covenants and conditions, and other
good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged,
the Town and the Consultant hereby agree as follows:
1. Term of Agreement. This Agreement shall be effective as of the date first set
forth above and shall remain in full force and effect until March 5, 2020 (the "Initial Term"),
unless terminated as otherwise provided in this Agreement. After the expiration of the Initial
Term, this Agreement may be renewed for up two successive one-year terms (the "Renewal
Term") if (i) it is deemed in the best interests of the Town, subject to availability and
appropriation of funds for renewal, (ii) at least 30 days prior to the end of the then-current term
of this Agreement, the Consultant requests, in writing, to extend this Agreement for an additional
one-year term and (iii) the Town approves the additional one-year term in writing (including any
price adjustments approved as part of this Agreement), as evidenced by the Town Manager's
signature thereon, which approval may be withheld by the Town for any reason. The
Consultant's failure to seek a renewal of this Agreement shall cause this Agreement to terminate
at the end of the then-current term of this Agreement; provided, however, that the Town may, at
its discretion and with the agreement of the Consultant, elect to waive this requirement and
renew this Agreement. The Initial Term and the Renewal Term are collectively referred to
herein as the "Term." Upon renewal, the terms and conditions of this Agreement shall remain in
full force and effect.
2. Scope of Work. Consultant shall provide the Services as set forth in the Proposal
attached hereto as Exhibit A and incorporated herein by reference.
3. Compensation. The Town shall pay the Consultant an aggregate amount not to
exceed $36,865.00 at the rates set forth in the Proposal and included in Exhibit B.
4. Payments. The Town shall pay the Consultant monthly, based upon work
performed and completed to date, and upon submission and approval of invoices. All invoices
shall document and itemize all work completed to date. Each invoice statement shall include a
record of time expended and work performed in sufficient detail to justify payment. This
Agreement must be referenced on all invoices.
5. Documents. All documents, including any intellectual property rights thereto,
prepared and submitted to the Town pursuant to this Agreement shall be the property of the
Town.
6. Consultant Personnel. Consultant shall provide adequate, experienced personnel,
capable of and devoted to the successful performance of the Services under this Agreement.
Consultant agrees to assign specific individuals to key positions. If deemed qualified, the
Consultant is encouraged to hire Town residents to fill vacant positions at all levels. Consultant
agrees that, upon commencement of the Services to be performed under this Agreement, key
personnel shall not be removed or replaced without prior written notice to the Town. If key
personnel are not available to perform the Services for a continuous period exceeding 30
calendar days, or are expected to devote substantially less effort to the Services than initially
anticipated, Consultant shall immediately notify the Town of same and shall, subject to the
concurrence of the Town, replace such personnel with personnel possessing substantially equal
ability and qualifications.
7. Inspection; Acceptance. All work shall be subject to inspection and acceptance
by the Town at reasonable times during Consultant's performance. The Consultant shall provide
and maintain a self-inspection system that is acceptable to the Town.
8. Licenses; Materials. Consultant shall maintain in current status all federal, state
and local licenses and permits required for the operation of the business conducted by the
Consultant. The Town has no obligation to provide Consultant, its employees or subcontractors
any business registrations or licenses required to perform the specific services set forth in this
Agreement. The Town has no obligation to provide tools, equipment or material to Consultant.
9. Performance Warranty. Consultant warrants that the Services rendered will
conform to the requirements of this Agreement and with the care and skill ordinarily used by
members of the same profession practicing under similar circumstances at the same time and in
the same locality.
10. Indemnification. To the fullest extent permitted by law, the Consultant shall
indemnify, defend and hold harmless the Town and each council member, officer, employee or
agent thereof(the Town and any such person being herein called an "Indemnified Party"), for,
from and against any and all losses, claims, damages, liabilities, costs and expenses (including,
but not limited to, reasonable attorneys' fees, court costs and the costs of appellate proceedings)
to which any such Indemnified Party may become subject, under any theory of liability
whatsoever ("Claims"), insofar as such Claims (or actions in respect thereof) relate to, arise out
of, or are caused by or based upon the negligent acts, intentional misconduct, errors, mistakes or
omissions, breach of contract, in connection with the work or services of the Consultant, its
officers, employees, agents, or any tier of subcontractor in the performance of this Agreement.
The amount and type of insurance coverage requirements set forth below will in no way be
construed as limiting the scope of the indemnity in this Section.
11. Insurance.
11.1 General.
A. Insurer Qualifications. Without limiting any obligations or
liabilities of Consultant, Consultant shall purchase and maintain, at its own expense,
hereinafter stipulated minimum insurance with insurance companies authorized to do
business in the State of Arizona pursuant to ARIz. REV. STAT. § 20-206, as amended, with
an AM Best, Inc. rating of A- or above with policies and forms satisfactory to the Town.
Failure to maintain insurance as specified herein may result in termination of this
Agreement at the Town's option.
B. No Representation of Coverage Adequacy. By requiring insurance
herein, the Town does not represent that coverage and limits will be adequate to protect
Consultant. The Town reserves the right to review any and all of the insurance policies
and/or endorsements cited in this Agreement but has no obligation to do so. Failure to
demand such evidence of full compliance with the insurance requirements set forth in this
Agreement or failure to identify any insurance deficiency shall not relieve Consultant
from, nor be construed or deemed a waiver of, its obligation to maintain the required
insurance at all times during the performance of this Agreement.
C. Additional Insured. All insurance coverage, except Workers'
Compensation insurance and Professional Liability insurance, if applicable, shall name,
to the fullest extent permitted by law for claims arising out of the performance of this
Agreement, the Town, its agents, representatives, officers, directors, officials and
employees as Additional Insured as specified under the respective coverage sections of
this Agreement.
D. Coverage Term. All insurance required herein shall be maintained
in full force and effect until all work or services required to be performed under the terms
of this Agreement are satisfactorily performed, completed and formally accepted by the
Town, unless specified otherwise in this Agreement.
E. Primary Insurance. Consultant's insurance shall be primary
insurance with respect to performance of this Agreement and in the protection of the
Town as an Additional Insured.
F. Claims Made. In the event any insurance policies required by this
Agreement are written on a"claims made"basis, coverage shall extend, either by keeping
coverage in force or purchasing an extended reporting option, for three years past
completion and acceptance of the services. Such continuing coverage shall be evidenced
by submission of annual Certificates of Insurance citing applicable coverage is in force
and contains the provisions as required herein for the three-year period.
G. Waiver. All policies, except for Professional Liability, including
Workers' Compensation insurance, shall contain a waiver of rights of recovery
(subrogation) against the Town, its agents, representatives, officials, officers and
employees for any claims arising out of the work or services of Consultant. Consultant
shall arrange to have such subrogation waivers incorporated into each policy via formal
written endorsement thereto.
H. Policy Deductibles and/or Self-Insured Retentions. The policies
set forth in these requirements may provide coverage that contains deductibles or self-
insured retention amounts. Such deductibles or self-insured retention shall not be
applicable with respect to the policy limits provided to the Town. Consultant shall be
solely responsible for any such deductible or self-insured retention amount.
I. Use of Subcontractors. If any work under this Agreement is
subcontracted in any way, Consultant shall execute written agreements with its
subcontractors containing the indemnification provisions set forth in this Agreement and
insurance requirements set forth herein protecting the Town and Consultant. Consultant
shall be responsible for executing any agreements with its subcontractors and obtaining
certificates of insurance verifying the insurance requirements.
J. Evidence of Insurance. Prior to commencing any work or services
under this Agreement, Consultant will provide the Town with suitable evidence of
insurance in the form of certificates of insurance and a copy of the declaration page(s) of
the insurance policies as required by this Agreement, issued by Consultant's insurance
insurer(s) as evidence that policies are placed with acceptable insurers as specified herein
and provide the required coverages, conditions and limits of coverage specified in this
Agreement and that such coverage and provisions are in full force and effect.
Confidential information such as the policy premium may be redacted from the
declaration page(s) of each insurance policy, provided that such redactions do not alter
any of the information required by this Agreement. The Town shall reasonably rely upon
the certificates of insurance and declaration page(s) of the insurance policies as evidence
of coverage but such acceptance and reliance shall not waive or alter in any way the
insurance requirements or obligations of this Agreement. If any of the policies required
by this Agreement expire during the life of this Agreement, it shall be Consultant's
responsibility to forward renewal certificates and declaration page(s) to the Town 30 days
prior to the expiration date. All certificates of insurance and declarations required by this
Agreement shall be identified by referencing the RFP number and title or this Agreement.
A $25.00 administrative fee shall be assessed for all certificates or declarations received
without the appropriate RFP number and title or a reference to this Agreement, as
applicable. Additionally, certificates of insurance and declaration page(s) of the
insurance policies submitted without referencing the appropriate RFP number and title or
a reference to this Agreement, as applicable, will be subject to rejection and may be
returned or discarded. Certificates of insurance and declaration page(s) shall specifically
include the following provisions:
(1) The Town, its agents, representatives, officers, directors,
officials and employees are Additional Insureds as follows:
(a) Commercial General Liability — Under Insurance
Services Office, Inc., ("ISO") Form CG 20 10 03 97 or equivalent.
(b) Auto Liability — Under ISO Form CA 20 48 or
equivalent.
(c) Excess Liability — Follow Form to underlying
insurance.
(2) Consultant's insurance shall be primary insurance with
respect to performance of this Agreement.
(3) All policies, except for Professional Liability, including
Workers' Compensation, waive rights of recovery (subrogation) against Town, its
agents, representatives, officers, officials and employees for any claims arising
out of work or services performed by Consultant under this Agreement.
(4) ACORD certificate of insurance form 25 (2014/01) is
preferred. If ACORD certificate of insurance form 25 (2001/08) is used, the
phrases in the cancellation provision "endeavor to" and "but failure to mail such
notice shall impose no obligation or liability of any kind upon the company, its
agents or representatives" shall be deleted. Certificate forms other than ACORD
form shall have similar restrictive language deleted.
11.2 Required Insurance Coverage.
A. Commercial General Liability. Consultant shall maintain
"occurrence" form Commercial General Liability insurance with an unimpaired limit of
not less than $1,000,000 for each occurrence, $2,000,000 Products and Completed
Operations Annual Aggregate and a $2,000,000 General Aggregate Limit. The policy
shall cover liability arising from premises, operations, independent contractors, products-
completed operations, personal injury and advertising injury. Coverage under the policy
will be at least as broad as ISO policy form CG 00 010 93 or equivalent thereof,
including but not limited to, separation of insured's clause. To the fullest extent allowed
by law, for claims arising out of the performance of this Agreement, the Town, its agents,
representatives, officers, officials and employees shall be cited as an Additional Insured
under ISO, Commercial General Liability Additional Insured Endorsement form CG 20
10 03 97, or equivalent, which shall read "Who is an Insured (Section II) is amended to
include as an insured the person or organization shown in the Schedule, but only with
respect to liability arising out of "your work" for that insured by or for you." If any
Excess insurance is utilized to fulfill the requirements of this subsection, such Excess
insurance shall be "follow form" equal or broader in coverage scope than underlying
insurance.
B. Vehicle Liability. Consultant shall maintain Business Automobile
Liability insurance with a limit of $1,000,000 each occurrence on Consultant's owned,
hired and non-owned vehicles assigned to or used in the performance of the Consultant's
work or services under this Agreement. Coverage will be at least as broad as ISO
coverage code "1" "any auto" policy form CA 00 01 12 93 or equivalent thereof. To the
fullest extent allowed by law, for claims arising out of the performance of this
Agreement, the Town, its agents, representatives, officers, directors, officials and
employees shall be cited as an Additional Insured under ISO Business Auto policy
Designated Insured Endorsement form CA 20 48 or equivalent. If any Excess insurance
is utilized to fulfill the requirements of this subsection, such Excess insurance shall be
"follow form" equal or broader in coverage scope than underlying insurance.
C. Professional Liability. If this Agreement is the subject of any
professional services or work, or if the Consultant engages in any professional services or
work in any way related to performing the work under this Agreement, the Consultant
shall maintain Professional Liability insurance covering negligent errors and omissions
arising out of the Services performed by the Consultant, or anyone employed by the
Consultant, or anyone for whose negligent acts, mistakes, errors and omissions the
Consultant is legally liable, with an unimpaired liability insurance limit of $2,000,000
each claim and $2,000,000 annual aggregate.
D. Workers' Compensation Insurance. Consultant shall maintain
Workers' Compensation insurance to cover obligations imposed by federal and state
statutes having jurisdiction over Consultant's employees engaged in the performance of
work or services under this Agreement and shall also maintain Employers Liability
Insurance of not less than $500,000 for each accident, $500,000 disease for each
employee and $1,000,000 disease policy limit.
11.3 Cancellation and Expiration Notice. Insurance required herein shall not
expire, be canceled, or be materially changed without 30 days' prior written notice to the Town.
12. Termination; Cancellation.
12.1 For Town's Convenience. This Agreement is for the convenience of the
Town and, as such, may be terminated without cause after receipt by Consultant of written notice
by the Town. Upon termination for convenience, Consultant shall be paid for all undisputed
services performed to the termination date.
12.2 For Cause. If either party fails to perform any obligation pursuant to this
Agreement and such party fails to cure its nonperformance within 30 days after notice of
nonperformance is given by the non-defaulting party, such party will be in default. In the event
of such default, the non-defaulting party may terminate this Agreement immediately for cause
and will have all remedies that are available to it at law or in equity including, without limitation,
the remedy of specific performance. If the nature of the defaulting party's nonperformance is
such that it cannot reasonably be cured within 30 days, then the defaulting party will have such
additional periods of time as may be reasonably necessary under the circumstances, provided the
defaulting party immediately (A) provides written notice to the non-defaulting party and (B)
commences to cure its nonperformance and thereafter diligently continues to completion the cure
of its nonperformance. In no event shall any such cure period exceed 90 days. In the event of
such termination for cause, payment shall be made by the Town to the Consultant for the
undisputed portion of its fee due as of the termination date.
12.3 Due to Work Stoppage. This Agreement may be terminated by the Town
upon 30 days' written notice to Consultant in the event that the Services are permanently
abandoned. In the event of such termination due to work stoppage, payment shall be made by
the Town to the Consultant for the undisputed portion of its fee due as of the termination date.
12.4 Conflict of Interest. This Agreement is subject to the provisions of ARIz.
REV. STAT. § 38-511. The Town may cancel this Agreement without penalty or further
obligations by the Town or any of its departments or agencies if any person significantly
involved in initiating, negotiating, securing, drafting or creating this Agreement on behalf of the
Town or any of its departments or agencies is, at any time while this Agreement or any extension
of this Agreement is in effect, an employee of any other party to this Agreement in any capacity
or a Consultant to any other party of this Agreement with respect to the subject matter of this
Agreement.
12.5 Gratuities. The Town may, by written notice to the Consultant, cancel this
Agreement if it is found by the Town that gratuities, in the form of economic opportunity, future
employment, entertainment, gifts or otherwise, were offered or given by the Consultant or any
agent or representative of the Consultant to any officer, agent or employee of the Town for the
purpose of securing this Agreement. In the event this Agreement is canceled by the Town
pursuant to this provision, the Town shall be entitled, in addition to any other rights and
remedies,to recover and withhold from the Consultant an amount equal to 150% of the gratuity.
12.6 Agreement Subject to Appropriation. This Agreement is subject to the
provisions of ARIz. CONST. ART. IX, § 5 and ARIz. REV. STAT. § 42-17106. The provisions of
this Agreement for payment of funds by the Town shall be effective when funds are appropriated
for purposes of this Agreement and are actually available for payment. The Town shall be the
sole judge and authority in determining the availability of funds under this Agreement and the
Town shall keep the Consultant fully informed as to the availability of funds for this Agreement.
The obligation of the Town to make any payment pursuant to this Agreement is a current
expense of the Town, payable exclusively from such annual appropriations, and is not a general
obligation or indebtedness of the Town. If the Town Council fails to appropriate money
sufficient to pay the amounts as set forth in this Agreement during any immediately succeeding
fiscal year, this Agreement shall terminate at the end of then-current fiscal year and the Town
and the Consultant shall be relieved of any subsequent obligation under this Agreement.
13. Miscellaneous.
13.1 Independent Contractor. It is clearly understood that each party will act in
its individual capacity and not as an agent, employee, partner,joint venturer, or associate of the
other. An employee or agent of one party shall not be deemed or construed to be the employee
or agent of the other for any purpose whatsoever. The Consultant acknowledges and agrees that
the Services provided under this Agreement are being provided as an independent contractor, not
as an employee or agent of the Town. Consultant, its employees and subcontractors are not
entitled to workers' compensation benefits from the Town. The Town does not have the
authority to supervise or control the actual work of Consultant, its employees or subcontractors.
The Consultant, and not the Town, shall determine the time of its performance of the services
provided under this Agreement so long as Consultant meets the requirements as agreed in
Section 2 above and in Exhibit A. Consultant is neither prohibited from entering into other
contracts nor prohibited from practicing its profession elsewhere. Town and Consultant do not
intend to nor will they combine business operations under this Agreement.
13.2 Applicable Law; Venue. This Agreement shall be governed by the laws of
the State of Arizona and suit pertaining to this Agreement may be brought only in courts in
Maricopa County, Arizona.
13.3 Laws and Regulations. Consultant shall keep fully informed and shall at
all times during the performance of its duties under this Agreement ensure that it and any person
for whom the Consultant is responsible abides by, and remains in compliance with, all rules,
regulations, ordinances, statutes or laws affecting the Services, including, but not limited to, the
following: (A) existing and future Town and County ordinances and regulations; (B) existing and
future State and Federal laws; and (C) existing and future Occupational Safety and Health
Administration standards.
13.4 Amendments. This Agreement may be modified only by a written
amendment signed by persons duly authorized to enter into contracts on behalf of the Town and
the Consultant.
13.5 Provisions Required by Law. Each and every provision of law and any
clause required by law to be in this Agreement will be read and enforced as though it were
included herein and, if through mistake or otherwise any such provision is not inserted, or is not
correctly inserted, then upon the application of either party, this Agreement will promptly be
physically amended to make such insertion or correction.
13.6 Severability. The provisions of this Agreement are severable to the extent
that any provision or application held to be invalid by a Court of competent jurisdiction shall not
affect any other provision or application of this Agreement which may remain in effect without
the invalid provision or application.
13.7 Entire Agreement., Interpretation; Parol Evidence. This Agreement
represents the entire agreement of the parties with respect to its subject matter, and all previous
agreements, whether oral or written, entered into prior to this Agreement are hereby revoked and
superseded by this Agreement. No representations, warranties, inducements or oral agreements
have been made by any of the parties except as expressly set forth herein, or in any other
contemporaneous written agreement executed for the purposes of carrying out the provisions of
this Agreement. This Agreement shall be construed and interpreted according to its plain
meaning, and no presumption shall be deemed to apply in favor of, or against the party drafting
this Agreement. The parties acknowledge and agree that each has had the opportunity to seek
and utilize legal counsel in the drafting of, review of, and entry into this Agreement.
13.8 Assignment; Delegation. No right or interest in this Agreement shall be
assigned or delegated by Consultant without prior, written permission of the Town, signed by the
Town Manager. Any attempted assignment or delegation by Consultant in violation of this
provision shall be a breach of this Agreement by Consultant.
13.9 Subcontracts. No subcontract shall be entered into by the Consultant with
any other party to furnish any of the material or services specified herein without the prior
written approval of the Town. The Consultant is responsible for performance under this
Agreement whether or not subcontractors are used. Failure to pay subcontractors in a timely
manner pursuant to any subcontract shall be a material breach of this Agreement by Consultant.
13.10 Rights and Remedies. No provision in this Agreement shall be construed,
expressly or by implication, as waiver by the Town of any existing or future right and/or remedy
available by law in the event of any claim of default or breach of this Agreement. The failure of
the Town to insist upon the strict performance of any term or condition of this Agreement or to
exercise or delay the exercise of any right or remedy provided in this Agreement, or by law, or
the Town's acceptance of and payment for services, shall not release the Consultant from any
responsibilities or obligations imposed by this Agreement or by law, and shall not be deemed a
waiver of any right of the Town to insist upon the strict performance of this Agreement.
13.11 Attorneys' Fees. In the event either party brings any action for any relief,
declaratory or otherwise, arising out of this Agreement or on account of any breach or default
hereof, the prevailing party shall be entitled to receive from the other party reasonable attorneys'
fees and reasonable costs and expenses, determined by the court sitting without a jury, which
shall be deemed to have accrued on the commencement of such action and shall be enforced
whether or not such action is prosecuted through judgment.
13.12 Liens. All materials or services shall be free of all liens and, if the Town
requests, a formal release of all liens shall be delivered to the Town.
13.13 Offset.
A. Offset for Damages. In addition to all other remedies at law or
equity, the Town may offset from any money due to the Consultant any amounts
Consultant owes to the Town for damages resulting from breach or deficiencies in
performance or breach of any obligation under this Agreement.
B. Offset for Delinquent Fees or Taxes. The Town may offset from
any money due to the Consultant any amounts Consultant owes to the Town for
delinquent fees, transaction privilege taxes and property taxes, including any interest or
penalties.
13.14 Notices and Requests. Any notice or other communication required or
permitted to be given under this Agreement shall be in writing and shall be deemed to have been
duly given if(A) delivered to the party at the address set forth below, (B) deposited in the U.S.
Mail, registered or certified, return receipt requested, to the address set forth below or (C) given
to a recognized and reputable overnight delivery service, to the address set forth below:
If to the Town: Town of Fountain Hills
16705 East Avenue of the Fountains
Fountain Hills, Arizona 85268
Attn: Grady E. Miller, Town Manager
With copy to: Pierce Coleman PLLC
4711 East Falcon Drive, Suite 111
Mesa, Arizona 85215
Attn: Aaron D. Arnson, Town Attorney
If to Consultant: Willdan Financial Services, Inc.
27368 Via Industria, Suite 200
Temecula, California 92590
Attn: Chris Fisher, Vice President
or at such other address, and to the attention of such other person or officer, as any party may
designate in writing by notice duly given pursuant to this subsection. Notices shall be deemed
received (A) when delivered to the party, (B) three business days after being placed in the U.S.
Mail, properly addressed, with sufficient postage or (C) the following business day after being
given to a recognized overnight delivery service, with the person giving the notice paying all
required charges and instructing the delivery service to deliver on the following business day. If
a copy of a notice is also given to a party's counsel or other recipient, the provisions above
governing the date on which a notice is deemed to have been received by a party shall mean and
refer to the date on which the party, and not its counsel or other recipient to which a copy of the
notice may be sent, is deemed to have received the notice.
13.15 Confidentiality of Records. The Consultant shall establish and maintain
procedures and controls that are acceptable to the Town for the purpose of ensuring that
information contained in its records or obtained from the Town or from others in carrying out its
obligations under this Agreement shall not be used or disclosed by it, its agents, officers, or
employees, except as required to perform Consultant's duties under this Agreement. Persons
requesting such information should be referred to the Town. Consultant also agrees that any
information pertaining to individual persons shall not be divulged other than to employees or
officers of Consultant as needed for the performance of duties under this Agreement.
13.16 Records and Audit Rights. To ensure that the Consultant and its
subcontractors are complying with the warranty under subsection 13.17 below, Consultant's and
its subcontractor's books, records, correspondence, accounting procedures and practices, and any
other supporting evidence relating to this Agreement, including the papers of any Consultant and
its subcontractors' employees who perform any work or services pursuant to this Agreement (all
of the foregoing hereinafter referred to as "Records"), shall be open to inspection and subject to
audit and/or reproduction during normal working hours by the Town, to the extent necessary to
adequately permit (A) evaluation and verification of any invoices, payments or claims based on
Consultant's and its subcontractors' actual costs (including direct and indirect costs and overhead
allocations) incurred, or units expended directly in the performance of work under this
Agreement and (B) evaluation of the Consultant's and its subcontractors' compliance with the
Arizona employer sanctions laws referenced in subsection 13.17 below. To the extent necessary
for the Town to audit Records as set forth in this subsection, Consultant and its subcontractors
hereby waive any rights to keep such Records confidential. For the purpose of evaluating or
verifying such actual or claimed costs or units expended, the Town shall have access to said
Records, even if located at its subcontractors' facilities, from the effective date of this Agreement
for the duration of the work and until three years after the date of final payment by the Town to
Consultant pursuant to this Agreement. Consultant and its subcontractors shall provide the Town
with adequate and appropriate workspace so that the Town can conduct audits in compliance
with the provisions of this subsection. The Town shall give Consultant or its subcontractors
reasonable advance notice of intended audits. Consultant shall require its subcontractors to
comply with the provisions of this subsection by insertion of the requirements hereof in any
subcontract pursuant to this Agreement.
13.17 E-verify Requirements. To the extent applicable under ARIZ. REV. STAT.
§ 41-4401, the Consultant and its subcontractors warrant compliance with all federal
immigration laws and regulations that relate to their employees and their compliance with the E-
verify requirements under ARIZ. REV. STAT. § 23-214(A). Consultant's or its subcontractors'
failure to comply with such warranty shall be deemed a material breach of this Agreement and
may result in the termination of this Agreement by the Town.
13.18 Israel. Consultant certifies that it is not currently engaged in, and agrees
for the duration of this Agreement that it will not engage in a "boycott," as that term is defined in
ARIZ.REV. STAT. § 35-393, of Israel.
13.19 Conflicting Terms. In the event of any inconsistency, conflict or
ambiguity among the terms of this Agreement, the Proposal, any Town-approved invoices, and
the RFP, the documents shall govern in the order listed herein.
13.20 Non-Exclusive Contract. This Agreement is entered into with the
understanding and agreement that it is for the sole convenience of the Town. The Town reserves
the right to obtain like goods and services from another source when necessary.
[SIGNATURES ON FOLLOWING PAGES]
IN WITNESS WHEREOF, the parties hereto have executed this Agreement as of the date
and year first set forth above.
"Town"
TOWN OF FOUNTAIN HILLS,
an Arizona municipal corporation
. -)ENe:A4C"--
Grady E. M. er, wn Manager
ATTEST:
Eli abeth A. ke, Town Cler
APPROVED AS TO FORM:
Aaron D. Arnson, Town Attorney
(ACKNOWLEDGMENT)
STATE OF ARIZONA )
ss.
COUNTY OF MARICOPA )
On ! r \ OVI.cj 5 , 2019, before me personally appeared Grady E. Miller, the
Town Manager of the TOWN OF FOUNTAIN HILLS, an Arizona municipal corporation, whose
identity was proven to me on the basis of satisfactory evidence to be the person who he claims to
be, and acknowledged that he signed the above document, on behalf of the Town of Fountain
Hills.
a�a��` RHONDA M. BRENNEMAN '�► )
fM Notary Public State ofArizona oY ktn"e9C‘. I YMARICOPACOUNN
a,. EfLoJKAuz/vvvoivv
My Commission Expires June 30,2019
Notary Public
(Affix notary seal here)
[SIGNATURES CONTINUE ON FOLLOWING PAGE]
"Consultant"
WILLDAN FINANCIAL SERVICES, INC.,
a(n) California co t.
By:
Name: Mark Risco
Title: President & CEO
(ACKNOWLEDGMENT)
STATE OF ARIZONA
s.
COUNTY OF MARICOPA )
On , 2019, ►-fore me personally appeared , the
of WILLDA FINANCIAL SERVICES, INC., a(n) California
corporation, whose identity was proven to me on the basis of satisfactory evidence to be the
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EXHIBIT A
TO
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
THE TOWN OF FOUNTAIN HILLS
AND
WILLDAN FINANCIAL SERVICES, INC.
[Consultant's Proposal]
See following pages.
TOWN OF FOUNTAIN HILLS
PROPOSAL FOR
COMPREHENSIVE .
:;54' 111 241
USER FEE STUDY To%n
,„... ,
•
- .
,
Wt1wi LLDAN
jwi LLDAN
January 25, 2019 FINANCIAL SERVICES
Mr. Craig Rudolphy, Finance Director
Town of Fountain Hills
16705 East Avenue of the Fountains
Fountain Hills, AZ 85268
Re: Town of Fountain Hills RFP— Comprehensive User Fee Study
Dear Mr. Rudolphy:
As you are well aware, it is critical for towns and cities to ensure that their fees for requested services have
been developed or updated to ensure maximum appropriate cost recovery, so that the revenues generated
by fees cover the cost of those services to the best extent possible. Policymakers need a clear
understanding of standards, service levels, and the associated costs to provide them. Recognizing this,
the Town of Fountain Hills ("Town") has responded by soliciting proposals for a Comprehensive User Fee
Study. To properly address the needs of the Town, Willdan is partnering with Pat Walker Consulting, LLC.
Experience with the Town of Fountain Hills—Willdan successfully partnered with the Town of Fountain
Hills on the recent SDF Biennial Audit and will bring this same level of professionalism and expertise to
this proposed engagement. Through this project, our incorporated project team has gained a strong and
unique working knowledge of the organization, and positive relationships with Town staff. Our knowledge
of the Town, procedures, and staff will allow us to effectively gather data and information and clarify
questions. We will leverage our knowledge of the Town's operations and key staff to facilitate this
study in a cost-effective and efficient manner; focusing less time on data gathering, and more on
analysis, resulting in lower project cost and higher value.
Unique Combination of Services and Expertise/Public Engagement — Willdan has provided the
requested services to municipal clients for nearly two decades; and is the only firm providing these types
of consulting services that also has a long history of providing contract staff support to public agencies for
the delivery of municipal services. This direct experience as"staff' provides us with firsthand understanding
of Town operations and is uniquely useful in determining the full effort associated with service delivery and
in developing a fee schedule that is easy to communicate and implement.
Our models and project approach are geared toward delivering work on schedule and presenting
analysis results at public meetings and Council workshops. The Willdan Team is experienced at
communicating complex analytical results in a manner that is easy to understand by non-finance-
oriented individuals and facilitates discussion. I have coordinated or participated in numerous public
and staff workshops regarding fees and cost of service-based charges.
Our objective is to provide useful, detailed information to the Town Council and staff, so that they have the
information necessary to make important decisions. Our experience ensures that we can meet this
objective. Whether policymakers are considering subsidizing or increasing fees, the process may be
subject to public discussion among the Town Council and community stakeholders. Our response to these
sensitive political issues is to employ a real-world approach to completing user fee studies, in determining
the technically defensible reasonable costs of providing services. Our intimate knowledge of each portion
of the service delivery function provides for greater accuracy, reduces the likelihood of potential challenges,
results in fee schedules that are easier to implement, and increases the likelihood of acceptance by
stakeholders.
We are excited about this opportunity to use our skills and expertise to continue to assist the
Town of Fountain Hills. Willdan acknowledges herein its willingness to maintain all specified fees and
services for a period of ninety (90) days from the closing date of January 28, 2019.
Sincerely,
WILLDAN FINANCIAL SERVICES
/7 77,,,/::,.. *.„ -e---;.::
Mark Risco, President & CEO
Engineering and Planning I Energy Efficiency and Sustainability 1 Financial and Economic Consulting I National Preparedness and Interoperability
602.861.8444 1800.643.3671 I fax:602.870.7601 11440 East Missouri Avenue,Suite C170,Phoenix,Arizona 85014-2460 I www.willdan.com
TOWN OF FOUNTAIN HILLS
Table of Contents
TABLE OF CONTENTS II
QUALIFICATIONS AND EXPERIENCE 1
Firm Profile 1
Willdan Financial Services 1
Primary Contacts 1
Financial Responsibility 2
Cancelled Contracts 2
Current Litigation 2
Past Litigation 2
BACKGROUND AND PROJECT SUMMARY SCHEDULE 3
Project Understanding 3
On-site Data Gathering 3
Public Engagement 3
User-friendly Models and Reports 4
User Fee Study Methodology 4
Approach 5
Work Plan 6
User Fee Study 6
Town Staff Support 10
Schedule 11
STAFFING 12
Key Personnel 12
Staff Continuity 12
Project Management 12
Sub-Consultant 13
Pat Walker Consulting, LLC 13
Resumes 13
Chris Fisher 14
Tony Thrasher 16
Priti Patel 18
Kevin Burnett 20
Pat Walker 22
References 23
Similar Services 25
REQUIRED FORMS 28
Vendor Information Form 28
Addendum 1 29
COMPREHENSIVE. ii Comprehensive User Fee Study
INNOVATIVE. Town of Fountain Hills
TRUSTED.
TOWN OF FOUNTAIN HILLS
Qualifications and Experience
Firm Profile
Willdan Financial Services is one of four
operating divisions within Willdan Group, : 0 ''' v°: t l � `
Inc. (WGI), which was founded in 1964 as an 1 4 �, ,
engineering firm working with local ' '� • r
governments. Today, WGI is a publicly- m �'�'' ' I��
traded company on NASDAQ (ticker: ,' �
WLDN). WGI, through its subsidiaries, ENGINEERING, PLANNING& ENERGY EFFICIENCY&
provides professional technical and INFRASTRUCTURE SUSTAINABILITY
consulting services that ensure the quality, IIIMENINIMINOMMII
value and security of our nation's , '''.,W� -
infrastructure, systems, facilities, and
environment. The firm has pursued two ' I i'
primary service objectives since its 4111
inception—ensuring the success of its + r ' ,.-- t-. . '_ _
clients and enhancing its surrounding FINANCIAL ECONOMIC NATIONAL PREPAREDNESS&
communities. CONSULTING SERVICES TRAINING
In doing so, Willdan has gained a notable
reputation for technical excellence, cost-effectiveness, and client responsiveness in providing superior
consulting services. The company's service offerings span a broad set of complementary disciplines that
include engineering and planning, energy efficiency and sustainability, financial and economic consulting,
and national preparedness. Willdan has crafted this set of integrated services so that, in the face of an
evolving environment—whether economic, natural, or built—Willdan can continue to extend the reach and
resources of its clients.
Currently, WGI has 1,200 employees operating from offices in Arkansas, Arizona, California, Colorado,
Connecticut, District of Columbia, Florida, Illinois, Kansas, Kentucky, Maryland, Nevada, New
Jersey, New York, Ohio, Oregon, Utah, Texas, and Washington.
Willdan Financial Services
Established on June 24, 1988, Willdan Financial Services, a California Corporation, is a national firm, and
is one of the largest public sector financial consulting firms in the United States. Our staff of 80 full-time
employees supports our clients by conducting year-round workshops and on-site training to assist them in
keeping current with the latest developments in our areas of expertise.
Primary Contacts
Contact Information
Corporate Office Contacts Local Office Contact
Chris Fisher Kevin Burnett
Vice President—Group Manager Senior Project Manager
27368 Via Industria, Suite 200 1440 East Missouri Avenue, Suite C170
Temecula, CA 92590 Phoenix, AZ 85014
Tel#: (951) 587-3500 I Fax #: (888) 326-6864 Tel#: (800) 755-6864 I Fax#: (888) 326-6864
Email: CFisherWilldan.com Email: KBurnett(c�Wilidan.com
COMPREHENSIVE. 1 Comprehensive User Fee Study
lipi
INNOVATIVE. Town of Fountain Hills
TRUSTED.
TOWN OF FOUNTAIN HILLS • `--,
Financial Responsibility
Willdan Group, Inc. (WGI) has sustained a healthy financial Financial Stability
performance record due to the outstanding performance of • In business for over 50 years
the four operating divisions and a strong, dependable • Market capitalization of$242.6M (as
reputation in municipal consulting. A snapshot of WGI's of end of 2nd Quarter, 2017)
financial statistics are provided to the right demonstrating • Fiscal 3' Quarter 2018 revenue
our financial position and stability. (3 months) of$71.5M
As a publicly traded company (NASDAQ ticker: WLDN), • Fiscal Year 2017 revenue of
must provide public financial information as required by the $273.49M
SEC. Detailed financial statements and annual reports are • $35 million Line of Credit with the
included on our webpage (http://ir.willdangroup.com/). ability to increase up to $60 million
(as of end of 3rd Quarter, 2018)
• $16.7M in cash and cash equivalents
(as of end of 3rd Quarter, 2018)
Cancelled Contracts
In the previous five years, Willdan Financial Services has not had an agreement cancelled for performance.
Current Litigation
Willdan Financial Services is not currently involved in any condition (e.g., bankruptcy, pending litigation,
planned office closures, impending merger) that may impede our ability to complete this engagement.
Past Litigation
The following information is provided solely to comply with the requirements identified within the Fountain
Hills RFP. A summary of the litigation initiated against Willdan Financial Services is as follows.
City of Glendale v. Willdan Financial Services. Orange County Superior Court Case No. 30-2014-
00761905-CU-PN-CJC. The City of Glendale alleged that a water cost of services analysis prepared by
WFS was in error resulting in the City collecting less revenue than expected. This matter has been settled
to the satisfaction of both Parties.
COMPREHENSIVE. 2 Comprehensive User Fee Study
INNOVATIVE. Town of Fountain Hills
TRUSTED.
TOWN OF FOUNTAIN HILLS }_ . `-.
Background and Project Summary Schedule
Project Understanding
Willdan Financial Services ("Willdan") is confident that we can meet the Town of Fountain Hills's request
for a Comprehensive User Fee Study.
The end product will include a user-friendly Excel-based model, which Town staff will retain, and can be
easily updated to add or remove services and/or costs, update budgets in future years, determine the
proper allocation of expenditures, and on-going full cost of services provided by the Town. Most
importantly, we will ensure that the results and recommendations are clear and understandable,
defensible, and easily implementable.
We will coordinate directly with departmental representatives at the Town at the beginning of the project,
to discuss the approach and process for the studies. Discussions will include ways to combine tasks and
efforts among the Study components in order to maximize efficiencies and ensure adherence to specified
timelines.
It is important to have a thorough understanding of specific Town policies and objectives, the structure and
organization of the Town, and the relationships between the central and operating departments for a
successful and effective engagement.
We will work directly with personnel at the Town who provide the services, in order to understand the
services provided to residents and customers, the procedures and processes involved in providing those
costs, and identify the associated costs. The cost of the services will primarily include direct staff costs
(salaries and benefits) associated with personnel involved in the activities, along with appropriate overhead
allocations from both the department and Town levels.
Willdan possesses the resources, practical experience, creative thinking, and collaborative consulting skills
necessary to complete this important project. Key distinct advantages that Willdan brings to the Town
include the following:
On-site Data Gathering
Our experience has taught us that working together, via face-to-face discussions, is the most efficient and
thorough way to ensure that results are accurate, and that studies are completed in a timely manner, which
again, is critical in this proposed engagement. Consequently, through on-site interviews with your staff,
Willdan will collect the majority of required data for studies. This method is better than the typical "time and
motion surveys" that are provided to agency staff when studies like these are conducted. This process
ensures that we gather the data we need in one coordinated step, rather than having to go through
repeated follow-up and clarification. This approach and the dedication of our staff will help ensure we
meet the Town's timeline and objectives and provide important information to Town staff and the
Town Council as soon as possible.
Public Engagement
Our models and project approach are geared toward delivering our work on schedule and presenting our
analysis results at public meetings and Council workshops. While we understand that the Town Council
and local business community may be generally supportive of increasing fees where necessary, it will be
important to present recommendations to them in a way that clearly demonstrates the rationale and
supporting analysis.
The Willdan Team is experienced at communicating complex analytical results in a manner that is easy to
understand by non-finance-oriented individuals and facilitates discussion. Our proposed project manager
for this engagement has coordinated or participated in numerous public and staff workshops regarding
fees and cost of service-based charges. As previously mentioned, our objective is to provide useful,
detailed information to the Town Council and Town staff, necessary to make important decisions. Our
experience ensures that we can meet this objective.
VCOMPREHENSIVE. 3 Comprehensive User Fee Study
INNOVATIVE. Town of Fountain Hills
TRUSTED.
TOWN OF FOUNTAIN HILLS "_ ._~...
User-friendly Models and Reports
Willdan prides itself on creating user-friendly Excel-based models that the Town can retain and
conducting our analyses and developing the models collaboratively with Town staff. With Town
staff's immediate input and collaboration, Willdan will design extremely flexible, intuitive Excel-based
models. In the future, as the Town assumes new responsibilities, modifies existing processes, and/or
eliminates unnecessary services or programs, the models will be capable of adding or deleting funds,
objects, departments, programs, staff positions, and activities. Willdan understands that issues facing the
Town are unique; consequently, we design our models to match your immediate and desired needs to
ensure that end-results exceed staff expectations.
The models are then the Town's to retain, after our services are completed, and allows for the creation of
revenue projections, highlighting potential new revenues, and levels of subsidy.
A key element of these studies is presenting results and recommendations in a straightforward manner,
that allows the Town Council and Town staff to confidently make
fee setting policy decisions and understand the impacts of those The models will be developed to
decisions. Rather than using an inflexible proprietary software allow the Town to run "what-if"
program, we construct our models from the ground up, as scenarios to address possible
previously discussed, mirroring the Town's budget format wherever changes in staffing levels,
possible. As a result, the information contained in our models is
easy for Town staff to interpret, and the familiar software ensures ease of navigation. As the models are
being designed and constructed, we will work together with Town staff to determine the best and most
effective features to include. After the project is completed, we will provide training, so that your staff can
independently and efficiently evaluate the effects of changes in certain factors. Created directly from the
models, our reports clearly and graphically illustrate bases for the full cost recovery level of fee programs,
provide projections of revenue from fee programs, both at full cost recovery and at recommended levels,
and present the fee methodologies.
User Fee Study Methodology
The following describes our project understanding, proposed approach, and work plan for a User Fee
Study.
To comprehensively update fees, the Town should develop a user fee schedule that accurately accounts
for the true cost of providing services. Once the study is complete, the fee study model must be flexible so
that the Town can add, delete, and revise fees in the future. To meet this goal, we will bring our expertise
and unique perspectives to your fee study by approaching the project with these three principles:
1) Defensibility
Our user fee projects have not been legally challenged since the inception of this practice area in our firm.
We have accomplished this by closely working with legal counsel familiar with user fee studies, our
engineering division and with agency staff. In this way, we can tailor the correct approach to ensure full
cost recovery combined with a sound and reasonable basis for each user fee you implement.
2) Project and Staff Time
The Town must have a sound and technically defensible fee schedule to ensure costs are appropriately
recovered, as applicants approach the Town for its services. Our standards and approaches serve to get
to the issues of your fee study quickly. Starting with the project kick-off, we will make certain that your staff
understands the purpose and scope of the study and its corresponding on-site departmental interview. As
Willdan is able to communicate directly with the service providers, this face-to-face interaction provides
valuable time estimates.
3) Responsiveness
We take great pride in providing responsive service to our client agencies. Frequent communication is
critical to a successful user fee study experience. We will provide a list of data requirements in advance of
the project kick-off. Due to this simple step, the introductory meeting can focus on the survey input process,
COMPREHENSIVE. 4 Comprehensive User Fee Study
IlVf
INNOVATIVE. Town of Fountain Hills
TRUSTED.
, . Fy,,,m ,, .. 1. l. "t', ^r,, -fix ae {.,n.;'''' ,.'.'44b''.
TOWN OF FOUNTAIN HILLS ;,,, ` -
answering questions, determining policy goals, and defining next steps in the project. We will follow up
weekly with you at each step in the fee study process to make sure that staff "buys in" to the fee study
approach and results.
Approach Central
Our approach to preparing the user fee study and documentation services
for Fountain Hills includes: overhead
• Close coordination with your staff to devise a consensus
approach. Different programs and/or different service delivery
methods will necessitate different approaches.We will discuss
specific pros and cons with Town staff as we determine which Fully-
methods work best for various categories of fees; Departmental p Burdened
Overhead Hourly Rate
• Strict adherence to key legal and policy issues with regard to
user fees, including the percent of cost recovery that the Town
seeks to achieve. A user fee shall not be set higher than the
reasonable cost of providing a fee-generating service. Our
approach provides you with a fee schedule that achieves
maximum legal cost recovery while ensuring that each fee is Personnel
supported by technically defensible documentation; and Costs
• Technical analysis necessary for project participants to
resolve policy issues.
As described below, there are two basic approaches to calculating user fees:
Approach 1: Case Study Method
This is also sometimes referred to as a cost build-up approach. Using a time and materials approach, the
"Case Study Method" examines the tasks, steps and Town staff involved in providing a particular `unit' of
service, such as a permit review, and then uses that information to develop estimates of the actual labor
and material costs associated with providing a unit of service to a single user. It is often used when a
service is provided on a regular basis, and staff and other costs associated with the service can be
segregated from available budget data.
A typical case study fee model should comprise the following three general cost layers:
1) Central Services Overhead: This category may involve such costs as labor, services, and supplies
that benefit more than one department, division, or project. The exact benefits to specific areas are
impossible to ascribe to a single activity. Examples are purchasing, human resources, and liability
insurance. As part of the user fee study, these costs are calculated in the overhead cost review.
2) Department Overhead: This category may include expenses related to such items as office supplies,
outside consultants, and membership dues. It may include management, supervision, and administrative
support that are not provided to a direct fee-generating service. Typically, these items are charged, on an
item-by-item basis, directly to the department, division, or project.
3) Personnel Costs: This category refers to direct salary and benefit costs of staff hours spent on providing
a fee-generating service (e.g., on-site building inspector).
Approach 2: Average Cost Method
This is also sometimes referred to as a programmatic approach, because it looks at costs at a program
level, and then allocates them to participants on an occurrence basis. By taking total service costs across
a substantial sample period (a year) and dividing by the total number of service units delivered over that
same period, costs per unit of service is estimated.
This approach is useful when services or programs are provided in a more aggregate manner, where it
might be difficult to identify a specific sequence of steps associated with one user or participant; or where
it is not feasible to cost-effectively segregate costs associated with specific activities.
COMPREHENSIVE. 5 Comprehensive User Fee Study
INNOVATIVE. Town of Fountain Hills
TRUSTED.
TOWN OF FOUNTAIN HILLS
Work Plan
Our proposed work plan, described in detail by task, is provided below. We propose to maximize efficiency
and cost-effectiveness by combining meetings and data gathering efforts between the studies wherever
possible.
We explain how each task will be accomplished and identify associated meetings and deliverables. We
want to ensure our work plan provides quality and clarity and is responsive to the Town's needs and
specific local circumstances. We will work in concert with the Town to adjust scopes as needed during the
course of the studies.
User Fee Studs
Task 1: Initial Document Request
Objective: Initial due diligence; obtain study-related data.
Description: Prior to the kick-off meeting, we will obtain and review relevant documentation to further
enhance our understanding of the services, fees, and rates to be studied. A written request
for data will be sent to the Town. Please note that Time Survey data is not part of this
request and will be gathered during the on-site interviews described in Task 5.
We will request information and documentation on current fees and fee programs, activity
levels, and budget and staffing information (to the extent not already available) related
specifically to programs and activities which have associated fees, and for which the Town
has this level of detail.
nptivnrables Willdan Team: Submit information request to Town.
Town: Provide requested data to Willdan (prior to Task 3, Kick-off Call/Refine Scope). As
with the cost allocation plan, we will follow up with the Town to confirm receipt of requested
data and information and highlight data elements that are outstanding.
Task 2: Compile Inventory of Current and Potential Fees/Review Existing Cost Allocation Method
The Willdan Team will identify a schedule of fees and methodology for calculating the fees,
obtain and review the Town's current methodology and approach to allocating indirect
service costs, and obtain staffing, salary and benefit information.
Based on the results of the initial document request and independent research, incorporate
into our model the existing fees, provided by the Town, to comprise the parameters of the
fee study.
As mentioned in the Project Understanding, we will work with staff to incorporate reasonable
indirect overhead factors to include central service cost support. This engagement does not
include the development of a full Town-wide cost allocation plan.
We will obtain data necessary to confirm or develop indirect cost allocation percentages to
use in developing fully-burdened hourly personnel rates. We will gather and review data
and supporting analysis as necessary, related to the Town's cost allocation approach. This
information will be used to verify the allocation of indirect service costs to operating
departments, and then will be incorporated with staffing, and salary and benefit data to
develop a comprehensive schedule of Fully-Burdened Hourly Rates (FBHR). If an indirect
cost plan is not currently in use by the Town, we utilize a Town-wide overhead factor
determined by budget analysis or utilize the more stringent "de minimis" rate established by
the Office of Management and Budget for federal cost allocation compliance. These rates
will form a basis for the calculation of the costs of providing services to residents and
customers, for which fees are charged.
It is possible that a conference call with the Town may be necessary to discuss new fees to
implement or existing fees that may no longer be required.
COMPREHENSIVE. 6 Comprehensive User Fee Study
INNOVATIVE. Town of Fountain Hills
TRUSTED.
TOWN or FOUNTAIN HILLS ;-.,� .,..
Deliverables: Willdan Team: One (1) draft list of current fees based on initial data provided (to be
discussed and finalized during the kick-off call), and a schedule of Fully-Burdened Hourly
Rates.
Town: Review completed fee schedules with comments/revisions to be discussed during
the kick-off meeting.
Task 3: Kick-off Conference Call / Refine Scope
Confirm goals and objectives for the User Fee Study. Identify and resolve policy issues
typically raised by a User Fee Study, address gaps in data, and refine appropriate existing
or new fee categories (based on Task 2).
Verify our understanding of the Town's goals, the Town's cost-recovery policy for user fees,
and to fill any gaps in data/information necessary for the project. It is important for the Town
and the Willdan Team to identify and address any foreseeable problems and maintain open
communication throughout the process.
During this call, we will ask that the Town identify a project manager who will serve as the
primary contact for the project. The project manager shall have responsibility for ensuring
that all available data is provided in a timely manner, thereby maintaining adherence to the
project's schedule.
Meetings- One (1) project kick-off call to initiate the entire project, discuss data needs, and address
policy issues.
Deliverables: Willdan Team: 1) Revised project scope and schedule (if needed); and 2) brief summary
of policy decisions (if needed).
Town: 1) Provide further data needs; and 2) determine/introduce Town's project manager.
Task 4: Develop User Fee Model, Incorporate Town Overhead Factors
Develop and test model.
This task involves the development of the model ultimately used to calculate the fees, based
on data and information gathered in previous tasks and in the Time Survey Interviews
described in Task 5, and based on Indirect Overhead allocation factors or percentages
provided by the Town. To ensure that Town policies are met through the imposition of the
calculated fees, the model will be formatted to include appropriate costs.
Key model inputs will include staff and allocated overhead costs per position, and relevant
budget data on salaries and benefits. This information will be obtained directly from the
Town and incorporated directly into the user fee model. We will request clarification and/or
additional data if necessary.
As this project does not include the development of a separate Cost Allocation Plan, we will
utilize the Town's existing indirect cost allocation methodology/plan/analysis or include the
calculations of said factors as described in Task 2, to determine the appropriate indirect
cost factors to apply to personnel rates, to develop fully-burdened hourly rates. These rates
will serve as a basis for calculating the full cost of providing services.
Willdan Team: One (1) user-friendly model in Microsoft Excel format, which, when finalized,
Town staff can use to calculate fee changes annually, or as often as deemed appropriate
by the Town Council.
Task 5: Time Survey Interviews and On-site Information Gathering
Meet with Town staff to complete Time Surveys and understand service delivery processes.
Description. In order to assist staff with the completion of the survey worksheets, we will schedule one
(1) full day of on-site meetings with staff; however, the number of meetings needed may
vary depending on the number of staff and departments involved.
The Willdan Team will conduct interviews with supervisors/managers, as well as other staff,
as deemed appropriate and/or necessary, from each department involved in the user fee
liCOMPREHENSIVE. 7 Comprehensive User Fee Study
INNOVATIVE. Town of Fountain Hills
TRUSTED.
TOWN OF FOUNTAIN HILLS ;� ,
study to determine the average time required by Town staff to provide each of the services
for which a fee is collected.
The fee model is designed so that full cost recovery fees are calculated immediately upon
input of staff time. These full costs are also compared to current cost recovery levels. This
will allow the Willdan Team and Town staff to conclude with a final meeting to review the
draft full cost recovery fees, and adjust any times as necessary, once all information has
been compiled and input into the fee model. We will schedule the interviews with staff to
minimize any disruption to their normal workflow.
One (1) full business day of on-site meetings/staff interviews.
Willdan Team and Town: Time surveys and draft full cost recovery fees.
Task 6: Common Fees Comparison
Examine the user fees charged by up to five (5) cities within Maricopa County, or
jurisdictions that are similar to the Town.
We will access and use our knowledge of other jurisdictions to benchmark the Town's five
(5) most common fees or highest yielding fees with comparable jurisdictions agreed.
Fee schedules are rarely readily or directly comparable from agency to agency due to
definitional and operational differences. For example, a grading permit in one jurisdiction
may include the plan check service, while the same permit in another jurisdiction may not,
resulting in similar sounding services with widely varying costs. For this reason, the Willdan
Team takes a selection of the Town's most commonly used and/or highest yielding fees.
The survey will contain the following, a comparison of common or similar fees and charges
used by the Town and other jurisdictions; current and proposed fees and charges unique to
the Town of Fountain Hills; fees and charges used by other public entities not currently used
in the Town; and If possible, identify characteristics and processes unique to the Town that
account for significant variances in fees and charges used by other jurisdictions.
Deliverables: Willdan Team: Recommendations provided in Task 8 will incorporate the data gathered
during our examination.
Task 7: Data Analysis and Final User Fee Schedule
Objective: Incorporate information obtained from on-site surveys to fully develop model.
Description: We will update the model, based on information received during the on-site surveys, to
generate a comprehensive user fee schedule. In addition, it is very common that a
supplemental data request may be necessary, based on new fees identified that the Town
is not currently collecting. Where appropriate, we will suggest and discuss with staff
alternate approaches to existing fee programs (i.e. building fees) and suggest potential
• areas where fees could be collected where they are not currently. We will present the full
cost recovery level for fees, both current and projected under the new calculated fees, and
revenue projections, given certain assumptions about the levels of subsidy for different fees.
Current levels of cost recovery will be compared to actual full costs calculated during the
course of this study. Cost will be calculated at reasonable activity levels and include all
appropriate direct and indirect costs and overhead.
The user fee data analysis and model development may take three (3) to four (4) weeks
with frequent correspondence with Town staff to discuss current cost recovery amounts,
necessary to recover full cost and frequency activity.
Meetings: Conference calls to finalize fee schedule.
Deliverables: Final user fee model for Town Council presentation and discussion.
COMPREHENSIVE. 8 Comprehensive User Fee Study
INNOVATIVE. Town of Fountain Hills
TRUSTED.
TOWN OF FOUNTAIN HILLS
Task 8: Prepare and Present Draft Report
Objective: Prepare draft report.
Description: This task involves the preparation of the draft report that discusses the study's background,
the methodologies utilized in the study, and the results and presentation to various
stakeholder groups. As noted below, meetings may occur during this or the next task as
appropriate. The calculations used to generate the user fee study will be included textually,
as well as in easy to understand tables. Individual fee summaries by department and a
comprehensive fee schedule will be included.
The draft report will include the following:
• Key results and findings;
• Basic descriptions of each service;
• The full cost of each service and current cost recovery levels;
• Costs broken down graphically into indirect and direct components, with a graphic
display of the level of cost recovery;
• Fee recommendations with associate levels of cost recovery;
• Projections of potential fee revenue;
• Assessment of reasonableness of each Town's costs;
• Review of reasonableness of current consultant cost structure;
• As appropriate, recommend alternative methodologies for building permit fee
calculation; and
• Summary and recommendations.
The objective of the report is to communicate the recommendation of appropriate fees,
which include the appropriate subsidy percentage for those fees where full cost recovery
may be unrealistic.
Meetings: One (1) meeting with the Town Staff and/or Committee, to present draft results address
questions and receive feedback.
Deliverables' Willdan Team: Draft report for Town review and comment.
Town: Review of draft report, with comments and edits.
Task 9: Revise Draft Report/Determine Cost Recovery Levels for Recommended Adoption
Objective. Review of draft report and fee model.
Descrip' The goal of this task is to conduct an in-depth review of the draft report and model,
incorporate feedback and changes as a result of previous discussions, and arrive at an
optimum fee structure. Often through the course of an engagement, Town staff will
volunteer insightful likes and dislikes regarding the existing fee structure. We listen to this
feedback carefully because your staff members know the community best.
Comments usually revolve around issues of:
• Understandability;
• Fairness to applicants;
• Ease of calculation;
• Appropriate levels of cost recovery; and
• Full cost recovery hourly rates.
When adjusting fee recovery levels, we believe it is important to address these concerns.
Following one (1) round of comments from Town staff on the draft report and feedback from
Town staff, we will prepare the final report for presentation to the Town Council.
Meetings' One (1) online demonstration (WebEx) to review the model.
De/Nem/AL, Draft report, revised draft/final report.
JCOMPREHENSIVE. 9 Comprehensive User Fee Study
INNOVATIVE. Town of Fountain Hills
TRUSTED.
TOWN OF FOUNTAIN HILLS
Task 10: Prepare and Present Final Report/Train Staff on Model
Prepare and present final report to the Town Council. Train staff on the operation and use
of the model for future modifications.
This task is the culmination of the entire project. Based on staff comments received
regarding the draft report, we will prepare the final report for presentation.
One (1) meeting with the Town Council to present the results and adopt the updated fee
schedule. We will also provide staff training on the operation and use of the model on the
same day, during regular business hours.
Provide one (1) electronic PDF file copy of the final report and models; and if requested
provide five (5) bound copies, and one (1) unbound copy to the Town. Using Microsoft Word
and Excel, an updateable electronic copy of the study and models, as well as related
schedules, will also be provided on CD/ROM.
Town Staff Support
To complete our tasks, we will need the cooperation of Town staff. We suggest that the Town of Fountain
Hills assign a key individual to represent the Town as the project manager who can function as our primary
contact. We anticipate that the Town's project manager will:
Coordinate responses to requests for information;
Coordinate review of work products; and
Help resolve policy issues.
We will ask for responses to initial information requests in a timely manner. If there are delays on the part
of the Town, we will contact the Town's project manager to steer the project back on track. We will keep
the Town's project manager informed of data or feedback we need to keep the project on schedule.
Willdan will endeavor to minimize the impact on Town staff in the completion of this project.
The Willdan Team will rely on the validity and accuracy of the Town's data and documentation to complete
this project. The Town of Fountain Hills acknowledges that the Willdan Team is relying upon the accuracy
of the information provided by the Town or their designees, and that the Willdan Team shall not be liable
for any inaccuracies contained therein.
40/1COMPREHENSIVE. 10 Comprehensive User Fee Study
INNOVATIVE. Town of Fountain Hills
TRUSTED.
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TOWN OF FOUNTAIN HILLS
Staffing
Kev Personnel
Our management and supervision of the project team is very simple: staff every position with experienced,
capable personnel in sufficient numbers to deliver a superior product to the Town, on time and on budget.
With that philosophy in mind, we have selected experienced professionals for this engagement. We are
confident that our team possesses the depth of experience that will successfully fulfill your desired work
performance.
Willdan has conducted studies for public agencies throughout the United States. Our employees know and
understand the problems facing local government under the current economic climate, and we have
oriented our practice to support an agency's modified budget policies and public service priorities.
Mr. Chris Fisher will administer the Town of Fountain Hills project as the Principal-in-Charge. He will
apply his extensive financial rate design/modeling experience and ability to clearly communicate results
through the facilitation of numerous stakeholder forums. In this role, he will attend meetings and
presentations, provide technical guidance, produce key study elements, and will be responsible for work
deliverables.
Mr. Tony Thrasher will serve as the Technical Project Manager and primary contact for the User Fee
Study portion of the engagement. He will work closely with Mr. Fisher to develop the analyses under the
Town's scope of services and develop complete and accurate models that will best fit the project needs.
Mr. Kevin Burnett will serve as Lead Analyst; he will assist in presentations and discussions as well as
share his knowledge of the Town with the project team. He will provide analytical support for this project
based upon extensive knowledge and experience throughout Arizona.
Ms. Priti Patel will provide Analytical Support as the project analyst, she will work closely with Mr. Burnett
and Mr. Thrasher, and the Town, to ensure that data is collected, interpreted, researched, and correctly
entered into the model.
Ms. Pat Walker will provide quality assurance/quality control to this engagement in the role of Local
Liaison, Quality Assurance/Technical Advisor. Ms. Walker will review the models as a third-party
internal reviewer prior to their submittal to Town staff. Her continual review of data entry and model
development assures that the draft, and final products have been thoroughly evaluated for potential errors;
thus, providing quality client deliverables, and high levels of integrity and outcomes throughout the duration
of the project.
Staff Continuity
Mr. Fisher has been assigned to serve as the Town's representative; and has been selected for this role
due to his extensive experience, which includes the preparation and supervision of numerous Fee Studies,
as well as his experience presenting to governing bodies, stakeholders, and industry groups.
It is important to note that Mr. Fisher has been with Willdan for more than 19 years ensuring the
Town of Fountain Hills of continuity and dedication in staffing during the completion of the project.
Project Management
Furthermore, to ensure that the project stays on schedule, and is properly focused on Town objectives,
Mr. Fisher in collaboration with the entire project team, will provide Town staff with updates to summarize
our progress against the project timeline, and update the status of upcoming deliverables. We will also
document discussions leading to important policy decisions and/or the choice of critical assumptions used
in constructing the analysis and model.
The Project Team will utilize a detailed Project Management Plan from the outset of the engagement to
manage and control all proposed activities, deliverable deadlines, client and stakeholder engagement, and
quality control.
WCOMPREHENSIVE Comprehensive User Fee Study
INNOVATIVE. 12
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS
Willdan will meet with staff to enhance our understanding of the project objectives, review the project
timelines, and seek assistance in identifying the best information sources to obtain the necessary inputs
to evaluate the Town.
Finally, following key stakeholder discussions, we will schedule a call to summarize findings and direction
with Town staff, to make certain that we are in agreement with stated objectives, and that feedback is
incorporated as appropriate. These steps guarantee that as the project moves forward success will be
achieved by continually aligning our approach and work with stakeholder and Town objectives, adjusting
where necessary.
Sub-Consultant
Pat Walker Consulting, LLC
Pat Walker Consulting, LLC ("PW Consulting") is an Arizona based firm
with over 40 years "hands on" experience in municipal finance, ,..‘,—,d
management, and planning services and has worked with municipalities Consulting
throughout the United States. As the City of Chandler Arizona's
Management Services Director/CFO, Ms. Walker was responsible for the City's financial statements and
budget, and had direct oversight of the City's information management, human resources, accounting,
purchasing, utility billing, customer service, meter reading, sales tax, risk management, environmental
services and fleet operations. While serving Chandler, she was also responsible for developing numerous
budgets, user and impact fee studies, financial models and capital financing plans. In 2007, she became
a municipal management and financial consultant to cities, towns and utilities across the country.
In 2012, she formed Pat Walker Consulting LLC to continue her consulting work independently to
municipalities, garnering the respect of numerous client cities throughout Arizona and beyond. The key to
a successful project is listening to the needs of each community, creating a variety of problem resolutions,
and collaborating with the client to bring a solid solution. PW Consulting uses this approach for each project
and specializes in preparing impact and user fee studies, budget preparation, and strategic financial
planning. Ms. Walker has completed numerous fee studies throughout Arizona.
Ms. Walker has a strong ongoing working relationship with Willdan over the past 5 years, conducting
numerous projects with the Financial Consulting Services Group.
Resume`
Resumes for Willdan's project team are presented on the following pages.
WCOMPREHENSIVE Comprehensive User Fee Study
INNOVATIVE. 13
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS
Chris Fisher
Principal-in-Charge
Education Mr. Chris Fisher, Vice President and Group Manager of Willdan's Financial Consulting
San Francisco State Services group, will serve as Principal-in-Charge for the Town of Fountain Hills's project.
University, Bachelor He will also share his extensive knowledge related to cost-of-service principles with
of Science, Finance members of the project team.
Areas of Expertise Mr. Fisher joined Willdan in April of 1999, and during that time has managed an array
Cost of Service of financial consulting projects for public agencies in California, Arizona, Colorado and
Analyses Florida, coordinating the activities of resources within Willdan, as well as those from
Multi disciplinary other firms working on these projects. He is one of the firm's leading experts for special
Team Management district financing related to public infrastructure, maintenance, and services, including
public safety.
Special District
Formations Related Experience
City of Richmond, CA — Cost Allocation Plan: As principal-in-charge, Mr. Fisher
Client Presentations oversaw the development and review of the recent Cost Allocation Plan study for the
City of Fountain Hills. He provided review of deliverables, and technical guidance as
Proposition 218 necessary.
Affiliations City of Petaluma, CA — Overhead Cost Allocation Plan and OMB Circular A-87
California Society of Plan, User Fee Study, CIP Rate Analysis, and Hourly Overhead Rate Study: Mr.
Municipal Finance Fisher served as project manager for the project team and provided oversight for this
officers thorough and intensive study for the City of Petaluma.
Municipal City of Hayward, CA—Cost Allocation Plan and User Fee Study: Mr. Fisher served
Management as the project manager for the City's full overhead cost allocation plan and OMB A-87
Association of cost allocation plan, along with a comprehensive master user fee study. He worked with
Northern California
the City and Willdan staff to gather the necessary data and is overseeing Willdan's
California Municipal development of the cost allocation model. The City has a complicated and detailed
Treasurers budget and the cost allocation plan that Willdan developed is tailored to their structure
Association and includes provision for several Internal Service Funds.
19 Years' City of Irvine, CA — OMB Cost Allocation Plan and Comprehensive User Fee
Experience Study: Willdan completed a cost allocation plan and user fee study for the City of Irvine.
Mr. Fisher managed and provided quality assurance to this project, ensuring the
accuracy of the models, as well as the final reports. He also presented the results to the
City's Finance Commission and to the City Council.
City of Belmont, CA—Master Fee Study and Cost Allocation Refinement: Mr. Fisher
served as the project manager for Willdan's work with the City of Belmont and the
Belmont Fire Protection District's fee study. Willdan completed a Master Fee Study and
an analysis and review of the existing Cost Allocation Plan for the City of Belmont, and
a Fee and Rate Study for the Belmont Fire Protection District.
City of Salinas, CA — Comprehensive Fee Study and Full Cost Allocation Plan:
Mr. Fisher served as the project manager for the City of Salinas engagement, to prepare
an OMB compliant full cost allocation plan and comprehensive fee study for the
development of a master list of fees. Mr. Fisher led an all-departments overview
meeting, where the framework and general process was reviewed, and global practical
and policy questions were addressed. Immediately following the overview meeting,
individual meetings were held with representatives from each department to discuss
their specific fee related activities and gather necessary information to update fees.
WCOMPREHENSIVE. Comprehensive User Fee Study
INNOVATIVE. 14
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS
City of Union City, CA — Comprehensive Fee and Rate Study & Overhead Cost
C. Fisher Allocation Plan: Mr. Fisher served as the principal-in-charge for the City's fee study.
Resume Continued He oversaw the development of an overhead cost allocation plan, OMB compliant cost
allocation plan, as well as a comprehensive user fee study.
City of Pittsburg, CA —Cost Allocation Plan and User Fee Study: Mr. Fisher
provided policy guidance and quality assurance to the City's update and development
of a comprehensive user fee study for the development of a master user fee and rate
schedule and a cost allocation plan to recover overhead costs related to central service
activities.
City of Signal Hill, CA — Cost Allocation Plan and User Fee Study: As principal-in-
charge, Mr. Fisher oversaw the development and review of a Full and OMB compliant
cost allocation study and a comprehensive user fee and rate study for the City's master
list of fees.
Sacramento Public Library Authority, CA — Cost Allocation Plan and OMB
Circular: In April 2014, as Project Manager, Mr. Fisher completed the final report for
the Sacramento Public Library Authority. Throughout the project, he provided quality
assurance to the project, which involved the development of a methodology for this
unique venture. Mr. Fisher presented the final report to the Library Authority Board, as
well as the Joint Powers Authority. An update to the CAP has just been completed and
presented to the Board.
W
COMPREHENSVE. Comprehensive User Fee Study
INNOVATIVE. 15
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS
Tony Thrasher
Technical Project Manager
Education Due to his cost allocation and user fee analyses experience, Mr. Tony Thrasher has
Bachelor of Science been selected to serve as Project Manager for the Town of Fountain Hills's engagement.
in Finance
(Econometrics); Currently, Mr. Thrasher is a Project Manager within the Financial Consulting Services
California State group, whereby his responsibilities include managing projects and conducting fiscal
Polytechnic analyses for cost allocation plans, user fees, and utility rate studies.
University, Pomona
Mr. Thrasher's prior employment was as a financial analyst working in bond, equity, and
Areas of Expertise mortgage-backed security markets for Wells Fargo Bank, Bank of New York Mellon, and
Cost Allocation Plans Deutsche Bank. His experience includes portfolio accounting, differential analysis, and
Fiscal Analysis for
forecasting.
User Fees and Rates Related Experience
Utility Rate Studies City of DeSoto, TX — Comprehensive User Fee Study: Mr. Thrasher is serving as
the project manager for the City of DeSoto's ongoing User Fee Study engagement.
11 Years' Experience City of Richmond, CA — Cost Allocation Plan: Mr. Thrasher serves as the Project
Manager for the city's engagement. He works directly with City Staff, and coordinates
Willdan resources, to develop the Cost Allocation Model, analysis and report. He
coordinates gathering and verification of data, development of the model and report,
and delivery of final results.
City of Salinas, CA — Full Cost Allocation Plan and Comprehensive Fee Study:
Mr. Thrasher provided analytical support for the City of Salinas OMB compliant full cost
allocation plan and comprehensive fee study engagement. He worked closely with City
staff to gather and analyze data to produce reports, participated in multiple meetings,
and assisted the City appointed Project Manager in the adoption of the new fees.
City of Hayward, CA — Cost Allocation Plan and User Fee Study: For this project,
Mr. Thrasher provided analytical support, and was largely responsible for the
development of the models. Primary duties include gathering and verifying necessary
data, finalizing model figures and generating reports.
City of Petaluma, CA — Overhead Cost Allocation Plan and OMB Circular A-87
Plan, User Fee Study, CIP Rate Analysis, and Hourly Overhead Rate Study: Mr.
Thrasher provided analytical support for this engagement. His primary duties were to
work with City staff to gather data, provide assistance to the project manager, and
produce reports.
City of Irvine, CA—OMB A-87 Cost Allocation Plan and Comprehensive User Fee
Study: Serving as the project's analyst, Mr. Thrasher provided analytical support; and
designed micro-level allocation models to ensure full-cost recovery for public safety,
public works, community development, community services, and administrative
departments.
City of Mission Viejo, CA—Cost Allocation Plan and User Fee Study: Mr. Thrasher
was assigned to work with the City on this project, providing analytical support, gathering
data, working with staff to make refinements, and developing cost allocation and fee
models to ensure full-cost recovery for building and safety, planning, community
development, and public works departments.
City of Cerritos, CA— Development Services User Fee Study: Mr. Thrasher served
as the technical project manager for this engagement, whereby he designed micro-level
allocation models to ensure full-cost recovery for building and safety, planning,
community development, and public works departments.
WCOMPREHENSIVE. Comprehensive User Fee Study,NNOVATIVE. 16
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS �~•
City of West Covina, CA — Cost Allocation Plan and Comprehensive User Fee
T. Thrasher Study: Mr. Thrasher provided analytical support in association with the gathering of
Resume Continued budget and allocation basis data, and in the development of the model and report for
the project. He worked directly with the City contact throughout the engagement.
City of Galt, CA—Cost Allocation Plan: As the assigned technical lead, Mr. Thrasher
worked directly with City Staff to develop the Cost Allocation Model and report and
worked with Staff to test and adjust the model and methodology where appropriate
before finalizing. Following completion of the initial CAP, he worked with the City to
update the model for the subsequent budget update.
City of Bellflower, CA— OMB Cost Allocation Plan and Comprehensive User Fee
Study Update: In Willdan's initial engagement with the City, Mr. Thrasher provided
analytical support, with his primary duties including finalizing model figures and
generating reports. In the subsequent update of both the CAP and the Fee Study, Mr.
Thrasher assumed a lead technical role, working directly with the client to develop a
new Cost Allocation Model, update the comprehensive fee model, and resolve policy
and fee setting issues. He was directly responsible for delivery of reports and
presentations to the City.
Sacramento Public Library Authority, CA — Cost Allocation Plan and OMB
Circular: Mr. Thrasher provides analytical support. His primary duties included finalizing
model figures and generating reports.
WCOMPREHENSIVE. Comprehensive User Fee Study
INNOVATIVE. 17
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS �� V _
Priti Patel
Analyst
Education Ms. Priti Patel is a Senior Analyst within the Financial Consulting Services group,
Bachelor of Arts; whereby she supports project managers in conducting utility rate analyses, fee studies,
Business cost allocation plans, monitoring Proposition 218 compliance, and forming special
Management, districts.
Information Systems
and Coordinating and conducting activities associated with Cost Allocation Plans and User
International Fee Studies, including database integration and manipulation, revenue and expenditure
Business,
University of analyses, and documentation preparation are just some of Ms. Patel's duties. With
Cincinnati these duties, she interacts with clients on a regular basis.
Areas of Expertise Ms. Patel joined Willdan, in 2015, as an analyst with the District Administration Group,
Cost Allocation while with DAS she performed research and analysis needed for local government
Plans financial issues related to district administration, including document data entry and
updating, database management, research and report preparation. She also provided
User Fee Studies general information on questions pertaining to Assessment Districts and special taxes
(such as Mello-Roos Pools), as well as the status of property delinquencies. Ms. Patel
Proposition 218 came to Willdan with more than five years' experience as an Analyst.
7 Years' Experience Related Experience
City of DeSoto, TX — Comprehensive User Fee Study: Ms. Patel is serving as the
lead analyst for the City of DeSoto's ongoing User Fee Study engagement. She provides
analytical support, gathers budget and allocation basis data for this engagement.
City of Richmond, CA — Cost Allocation Plan: Ms. Patel serves the lead analyst for
the City of Fountain Hills's ongoing Cost Allocation Plan project. She provides analytical
support, gathers budget and allocation basis data for this engagement. She also
develops the Cost Allocation Model and prepares the report summarizing the results.
City of National City, CA— Cost Allocation Plan, OMB Compliant Cost Allocation
Plan, User Fee Study, and ISF Allocation Study: Ms. Patel is providing analytical
support in the preparation of this study, her primary duties include development of the
models, finalizing model figures and results, and generating reports.
City of Dinuba, CA—Cost Allocation Plan Update and Utility Rate Study: Ms. Patel
assisted with a utility rate study and a cost allocation plan update for the City. Duties
included reviewing relevant documentation, gathering information related to indirect
staffing and functions, assisting in the preparation of a comprehensive draft cost
allocation model and plan, and testing and reviewing the model and results with project
management staff.
City of Yucaipa, CA— Cost Allocation Plan and Comprehensive User Fee Study:
Currently providing analytical support in the preparation of a cost allocation plan and
OMB compliant cost allocation plan and comprehensive fee study for the development
of a master list of fees. Ms. Patel is working to identify and take into account direct and
indirect costs, along with changes in staffing, structure, and service delivery methods.
She is also assisting in the preparation of user-friendly Excel-based models that City
staff can easily update in the future to determine the proper allocation of expenditures
and ongoing full cost of City-provided services.
City of Laguna Hills, CA — Cost Allocation Plan and Comprehensive User Fee
Study: Ms. Patel provided analytical support in the preparation of a full cost allocation
plan and comprehensive fee study for the development of a master list of fees.
W
COMPREHENSIVE. Comprehensive User Fee Study
INNOVATIVE. 1
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS
P. Patel City of Fillmore, CA — Full Cost Allocation Plan and User Fee Study: Ms. Patel
Resume Continued helped develop a cost allocation plan and model that fully allocated central overhead
costs to appropriate operating departments, funds, and/or programs. She assisted in
the completion of the model and report and worked directly with senior staff to their
feedback and revisions.
City of San Fernando, CA — Cost Allocation Plan and Comprehensive User Fee
Study: Ms. Patel is currently providing support to senior team members in the
preparation of a cost allocation plan, OMB compliant plan and comprehensive user fee
study. The cost allocation plan is being used as a component of the comprehensive
user fee study. The user fee study is in progress and expected to be completed in early
2017.
City of Lake Elsinore, CA— User Fee Study and Cost Allocation Plan: Ms. Patel is
providing analytical support and gathering budget and allocation basis data for this
engagement.
Rainbow Municipal Water District, CA— Cost Allocation Plan and OMB Compliant
Plan: Ms. Patel provided analytical support to ensure that the District's Cost Allocation
Plan and OMB compliant cost allocation model and plan fairly allocated general and
administrative overhead service costs to appropriate activities and departments.
WCOMPREHENSIVE Comprehensive User Fee Study
INNOVATIVE. 19
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS
Kevin Burnett
Lead Analyst
Education Mr. Burnett is proposed to serve in the role of lead analyst for the Town's project. He
Master of Arts, has been selected for this role due to his 18 years of financial consulting experience,
Economics, State which is centered upon financial analysis, utility and non-utlity development impact fees
University of New York, in Colorado, Arizona and New Mexico. Mr. Burnett is a senior project manager in
Buffalo Willdan's Financial Consulting Services group.
Bachelor of Arts, Select Project Experience
University of Waterloo, Town of Fountain Hills, AZ — System Development Fee Audit: Mr. Burnett served
Ontario as the project manager for the Town's biennial SDF audit. The audits also reviewed the
Areas of Expertise SDF revenues generated as compared to SDF related expenditures, ensuring that only
Financial Planning those expenditures that were SDF eligible were funded. The Town's level of service
standards was analyzed, and a sample of permits were reviewed to ensure that fees
Cost of Service Studies were correctly assessed.
Rate Design Town of Gilbert, AZ—System Development Fee Audit: Mr. Burnett served as project
manager for the Town's first two biennial SDF audits. The purpose of the audits was to
Impact Fees review development projections over a two-year period and note any significant
variances from projected development per the SDF study.
Bond Feasibility
Town of Paradise Valley, AZ—Sewer Impact Fee Review: Mr. Burnett served as lead
Affiliations analyst on a study to update the Town's sewer impact fees. The prior completed study
American Water Works was reviewed to understand what had changed (capital projects and development
Association projections) in order to help explain to the Town Council the reason for the revision to
the Town's sewer impact fees. In addition to the review and update of capital needs and
18 Years' Experience development projections, Willdan staff updated the Town's sewer impact fees to be
assessed to new development.
City of Bullhead City, AZ—Sewer Cost of Service Rate and Connection Fee Study:
Mr. Burnett served as the project manager for the City's comprehensive study to update
sewer rates and connection fees. The study examined the possibility of assessing
differential rates based on customer classifications and looked at miscellaneous fees
(returned checks, ACH payments) to evaluate whether or not the City was recouping
their costs for providing various services. The connection fee review and update was
premised upon the idea that new development should be responsible for paying for the
cost of infrastructure to serve their new developments and not burden existing
customers with growth related costs. Mr. Burnett worked with staff to identify connection
fees that were technically defensible and met the needs and goals of the City.
City of Chandler, AZ — System Development Charge Study: Mr. Burnett served as
project manager for an update to the City's water system water resource and sewer
system development charges. Fees were developed to distinguish between residential
and non-residential customers, based on the impact each customer class was
anticipated to place on the system. Meetings were held with the development
community to obtain buy-in to the process undertaken to update the City's charges.
Town of Buckeye, AZ — Utility and Non-Utility Impact Fees: Served as analyst on a
study to develop both utility and non-utility impact fees for the Town. Given the
uniqueness of the Town, impact fees were developed by zones in order to
accommodate growth projections for distinct service areas within the Town.
Town of Prescott Valley, AZ — Utility Connection Fee and Non-Utility Impact Fee
Study: Served as project manager for a comprehensive study to update the Town's
water and sewer connection fees as well as non-utility impact fees such as general
government, library, police and fire. The project involved multiple meetings with a citizen
WCOMPREHENSIVE. 20 Comprehensive User Fee Study
INNOVATIVE
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS
committee, comprised of various members of the Town, including both residents and
K. Burnett developers to help generate support for the updated fees.
Resume Continued Town of Parker, AZ — Water and Roads Impact Fee Study: Served as project
manager on a study (and the subsequent update) to develop first time water and roads
fees for the Town, a landlocked nearly built-out community of one square mile. The
Town acquired property for a future community named Parker South, an annexed parcel
of land 20 miles south of the original Town. Existing water usage patterns and estimates
of water production was used to estimate the per equivalent dwelling unit water service
to the undeveloped community of Parker South.
City of Lake Havasu City, AZ — Non-Utility Impact Fee Study: Mr. Burnett served as
project manager for a non-utility impact fee study that examined impact fees for police,
fire, general government and transportation. The study identified the proportionate costs
to serve each customer class. Meetings were held with the development community in
order to explain the process undertaken to develop the fees and to educate the
community on the use and application of the fees.
City of Flagstaff, AZ —Water and Sewer Capacity Fee Study: Mr. Burnett served as
project manager and lead analyst for a study updating the City's water and sewer
capacity fees. Two water capacity fee options were developed, one of which examined
the need for long term water resource acquisition. Mr. Burnett met with the City's water
advisory group to seek input and recommendations to carry forward to City Council. A
component of the water advisory group presentations was educating the members on
how the prior capital and land use assumptions had changed and the impact that had
on the new capacity fees.
Town of Queen Creek, AZ — Water and Sewer Capacity Fee Review: Mr. Burnett
served as lead analyst on a peer review study of the Town's water and sewer capacity
fees. The initial purpose of the study was to review the prior study and identify any
inconsistencies and any areas of concern with the study methodology, projections and
the use of projections. Once the analysis was complete a presentation was made to
Town staff identifying areas of concern and inconsistencies with the application of data.
The review resulted in a new contract for Willdan to update the Town's water and sewer
capacity fees.
Triview Metroplitan District, CO — Utility and Non-Utility Impact Fee Study: Mr.
Burnett served as the project manager for the District's comprehensive update to the
water and sewer impact fees, as well as storm drainage, park and road impact fees.
The purposes of the fees were to ensure that growth was paying for its proportionate
share of development costs and did not unecessarily burden existing development.
WCOMPREHENSIVE. ^ Comprehensive User Fee Study
INNOVATIVE. I
TRUSTED. Town of Fountain Hills
-.,. •^'E«'r'7 �T'.,.<��esa v, ,A�w+ar: '�., a. �5w'@�ti#ea ..1� ' ya.:z4ss?s+ . '
TOWN OF FOUNTAIN HILLS
Pat Walker
Quality Assurance
Education With more than 40 years of experience in local government and municipal finance, Ms.
Masterin Walker has provided a broad array of management and financial planning services. She
Organizational served the City of Chandler, Arizona for 23 years as Chief Financial Officer. In this role,
Management, she developed numerous budgets, user and impact fee studies, financial models and
University of Phoenix
capital financing plans. In 2007, Ms. Walker became a municipal management and
Bachelor of Science in financial consultant to cities, towns and utilities across the country. In 2012, she formed
Business Management, Pat Walker Consulting LLC to continue her consulting work to municipalities. She
University of Illinois recently served on the AZ Model City Ordinance Development Impact Fee Committee
and is on the board for the National Growth and Infrastructure Consortium. Ms. Walker
Areas of Expertise has extensive experience presenting and facilitating meetings before Councils, City
Impact Fee Studies staff, and formal/informal stakeholder groups in a community.
Public Presentations Selected Relevant Experience
Cost of Service Town of Fountain Hills, AZ — General Government Impact Fee Study and Update:
Analyses Ms. Walker served as the project manager for the two studies. In 2008, the Town's prior
general government impact fee study was updated by applying an inflationary factor.
Affiliations The second was completing a full impact fee study and IIP in 2009 according to new
Government Finance Arizona legislation on impact fees. She also served as the Project Manager for the 2011
Officers Association update.
National Growth and City of Flagstaff, AZ — Water and Wastewater Capacity Fee Study: Ms. Walker
Infrastructure recently served as co-project manager for the City's utility capacity fee study. The
Consortium proposed fees developed by Willdan and PWC were presented and adopted by Council
in 2016.
American Water Works
Association City of Glendale, AZ — Cost Allocation Study: Project Manager for a 2016 Cost
Allocation Plan to identify the City's costs related to rendering internal central support
Water Environmental services and the allocation of those cots to operating departments or programs that
Federation utilize and benefit from them, in a fair and equitable manner.
40 Years' Experience Town of Queen Creek — Water and Sewer Capacity Fee Study: This is an on-going
study to update the Town of Queen Creeks water and sewer capacity fees. Ms. Walker
is serving as co-project manager, technical and policy advisor.
Town of Paradise Valley, AZ—Sewer Rate and Capacity Fee Study: Ms. Walker was
the Project Manager on a sewer rate and capacity fee study in conjunction with Willdan.
The updated sewer rates were adopted in 2016 and the sewer capacity fee was adopted
in 2017.
City of Goodyear, AZ — Water and Sewer Cost of Service Study/Organizational
Effectiveness: Served as the project lead on the organizational effectiveness study for
the water and sewer cost of service rate study. Ms. Walker also facilitated numerous
Citizen Rate Committee meetings.
City of Surprise, AZ — Water and Sewer Cost of Service Rate Study: Ms. Walker
served as project manager for the City's cost-of-service rate study for water and sewer.
City of Surprise, AZ — General Government and Utility Impact Fee Update: Project
manager for impact fee update required per SB1525. Completed study, presented and
City adopted in December 2011.
City of Lake Havasu, AZ — Water Rate/Impact Fee Study: As project manager,
developed financial plan cost of service and rate structure alternatives.
Town of Oro Valley, AZ — General Government Impact Fee Update: As project
manager for the update, required per SB1525, completed the study, presented the
report and fees were adopted in December 2011.
W
COMPREHENSIVE. �� Comprehensive User Fee Study
INNOVATIVE.
TRUSTED. Town of Fountain Hills
•
TOWN OF FOUNTAIN HILLS ~°
References
Below are recent project descriptions, including client contact information, that are similar in nature to those
requested by the Town. We are proud of our reputation for customer service and encourage you to contact
these clients regarding our commitment to completing the projects within budget and agreed upon
timelines. All projects included in the reference section have been conducted by the team members
included within this proposal.
Town of Paradise Valley, AZ
Planning and Engineering Fee Study
The City of Paradise Valley was in need of a Planning and Engineering User Fee Study, as one had not
been completed in some time. Willdan completed this study in a manner that would fully identify and take
into account all direct/indirect costs. Willdan reviewed and analyzed existing user fee programs, and
based upon conversations with staff, made suggestions, as necessary, for fees that may need to be
added to the City's fee schedule for which fees were not currently being charged.
Willdan provided guidance in the noticing process to ensure the City is in compliance with the
requirements of the Government Code; the fees were recently adopted by the City Council.
Client Contact: Ms. Dawn Marie Buckland, Deputy Town Manager
Tel #: (480) 348-3555 I Email: dbuckland(a�paradisevalleyaz.gov
Project Dates: August 2016 — January 2017 Project Fees: $16,485
City of Glendale, AZ
Cost Allocation Plan
In collaboration with Pat Walker, Willdan assisted in the preparation of a cost allocation plan for the City
of Glendale. The City was seeking an outside consultant to complete a review and update of their current
cost allocation plan
Our primary objective for the cost allocation study was to ensure that general government costs were
fairly and equitably allocated to appropriate programs and funds, which are based on tailored and well
thought out allocation factors in accordance with Office of Management and Budget Cost Principles.
Client Contact: Mr. Tom Duensing, Assistant City Manager
Tel #: (480) 734-6953 I Email: TDuensinq(cr�Glendaleaz.Com
Project Dates: November 2015 —August 2017 Project Fees: $54,470
City of Union City, CA
Comprehensive User Fee and Rate Study and Full & OMB Compliant Cost Allocation Plan
The City of Union City sought an outside consultant to prepare a comprehensive study of the City's user
fees, as well as the preparation of a Full Cost Allocation Plan. Willdan completed these studies in a
manner that would fully identify and take into account all direct/indirect costs. Our primary objective for
the cost allocation study update was to ensure that general government costs are fairly and equitably
allocated to appropriate programs and funds, based on tailored and well thought out allocation factors.
The Cost Allocation Plan was also created to develop OMB compliant overhead allocations and indirect
rates.
Willdan reviewed and analyzed existing user fee programs, and based upon conversations with staff,
made suggestions, as necessary, for fees that may need to be added to the City's fee schedule for which
fees were not currently being charged. We developed a cost of service analysis and model that updated
existing fees and incorporated new fees and used it to create an updated comprehensive fee schedule.
Client Contact: Mr. Mark Carlson, Finance Director
Tel. #: (510) 675-5338 I Email: MCarlson(cr�unioncity.orq
Project Dates: September 2016 — May 2017 Project Fees: $36,585
WCOMPREHENSIVE Comprehensive User Fee Study
INNOVATIVE. 23
TRUSTED. Town of Fountain Hills
,w"* sab.
TOWN OF FOUNTAIN HILLS
City of Petaluma, CA
Overhead Cost Allocation Plan and OMB Circular A-87 Plan, User Fee Study, CIP Rate Analysis,
and Hourly Overhead Rates
Willdan provided an Overhead Cost Allocation Plan and OMB Circular A-87 Plan, User Fee Study, CIP
Rate Analysis, and Hourly Overhead Rates to the City of Petaluma. After reviewing the City's 2014
Master Fee Schedule, we developed an Overhead Cost Allocation Study, which is OMB A-87 compliant,
and a User Fee Study that accurately accounts for the true cost of providing various services within and
to each City operation, including capital projects.
As part of this effort, we also developed fully burdened hourly rates for City employees that can be used
for work orders, or to charge to specific activities. This included an analysis of administrative and
overhead costs associated with activities that are delivered directly to the public, where hourly rates may
be charged, to ensure appropriate recovery of costs. Willdan completed these studies concurrently, in a
manner that fully identifies and takes into account direct and indirect costs, along with changes in staffing,
structure, and methods of service delivery.
Willdan was re-selected to provide an update to the Cost Allocation Plan.
Client Contact: Ms. Corey Garberolio, Acting Finance Director
Tel. #: (707) 778-4352 I Email: cqarberolioci.petaluma.ca.us
Project Dates: March 2014 — March 2016 Project Fees: $39,875
Recent Project Dates: December 2016 —April 2017 Project Fees: $5,900
City of Hayward, CA
Full Overhead Cost Allocation Plan, OMB A-87 Cost Allocation Plan, and Comprehensive Master
User Fee Study
Willdan completed a full overhead cost allocation plan and OMB A-87 cost allocation plan, along with a
comprehensive master user fee study for the City of Hayward. The Willdan team worked with City staff
to gather the necessary data to develop the cost allocation model. The City had a complicated and
detailed budget and the cost allocation plan that Willdan developed is tailored to their structure and
includes provisions for several Internal Service Funds. Willdan staff worked through the course of
reorganizing staff functions and/or reducing staff, it was important to revisit the manner and methodology
by which indirect overhead costs were distributed to the operating departments and, as appropriate,
other chargeable funds and programs. The City was in need of a new cost allocation plan that would
ensure the fair and equitable allocation of government expenses to appropriate departments, programs,
and funds, while utilizing tailored and well thought out allocation factors.
Furthermore, Willdan updated many of its user fee programs, and the information developed during the
cost allocation plan served as the basis for the study.
Willdan has been re-selected to provide Cost Allocation Plan and User Fee updates for multiple years.
Client Contact: Mr. Dustin Claussen, Director of Finance
Tel. #: (510) 583-4010 I Email: Dustin.Claussenhayward-ca.qov
Project Dates: March 2013 — September 2015 Project Fees: $49,265
Recent Project Dates: October 2018 — Ongoing Project Fees: $29,300
WCOMPREHENSIVE. Comprehensive User Fee Study
INNOVATIVE. 24
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS
Similar Services
Listed in the table below, are public agencies in which similar services have been completed, or are
currently in progress, in the previous five years.
Wilidan Financial Services
Cost Allocation Plan and User Fee Study Experience
Contracting Agency Project Description
Burney Fire Protection District, CA Ambulance User Fee Study
City of Banning, CA Cost Allocation Plan, User Fee Study and User Fee
Study and Development Impact Fee Study
City of Bell, CA User Fee Study
City of Bellflower, CA Overheard and OMB A-87 Cost Allocation Plan
and Citywide User Fee Study
City of Bellflower, CA Cost Allocation Plan, OMB Compliant Plan, User Fee
Study and Development Impact Fee Study
City of Belmont, CA User Fee Study and Refinement of Cost Allocation Plan
City of Blythe, CA Cost Allocation Plan and OMB Compliant Plan
City of Brea, CA Police Department Cost Allocation Plan
City of Brea, CA Police Department Cost Allocation Plan
(Placentia Dispatch)
City of Calexico, CA EMS User Fee Study
City of Cerritos, CA Development Services User Fee Study
City of Chino Hills, CA Cost Allocation Plan,
and Comprehensive User Fee Study
City of Claremont, CA Cost Allocation Plan and User Fee Study
City of Coalinga, CA User Fee and Rate Study
City of Colton, CA User Fee Study
City of Compton, CA Master Fee Study and Development Impact Fee Study
City of Dinuba, CA Cost Allocation Plan
City of El Centro, CA Comprehensive User Fee Study
City of El Cerrito, CA Cost Allocation Plan and Community Development
Department User Fee Study
City of Encinitas, CA Development Services User Fee Study
and Cost Allocation Plan
City of Escondido, CA Cost Allocation Plan, OMB Compliant Plan,
and Comprehensive User Fee Study
City of Fillmore, CA Cost Allocation Plan, OMB Compliant Plan,
and User Fee Study
City of Fullerton, CA Community Development Department User Fee Study
City of Galt, CA Cost Allocation Plan and OMB Compliant Plan
City of Gardena, CA Cost Allocation Plan
City of Gilroy, CA Cost Allocation Plan, OMB Compliant Plan,
and User Fee Study
City of Glendale, AZ Cost Allocation Plan
City of Goleta, CA Cost Allocation Plan, OMB Compliant Plan,
and Comprehensive User Fee Study
City of Hawthorne, CA Cost Allocation Plan
W
COMNNOVAPRETHIVE.ENSIVE.
25 Comprehensive User Fee Study
I
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS
Wilidan Financial Services
Cost Allocation Plan and User Fee Study Experience
Contracting Agency Project Description
City of Hawthorne, CA Comprehensive User Fee Study
City of Hayward, CA Comprehensive Master User Fee Study
City of Hayward, CA Full Overhead Cost Allocation Plan
City of Hayward, CA Rental Inspection Program Fee Analysis
City of Hemet, CA Cost Allocation Plan and User Fee Study
City of Hesperia, CA Cost Allocation Plan
City of Indian Wells, CA Comprehensive User Fee Study
City of Irvine, CA Comprehensive User Fee Study and
Full Cost Allocation Plan
City of Irvine, CA Cost Allocation Plan and Fee Analysis Services
City of Irwindale, CA Cost Allocation Plan, User Fee Study and
Development Impact Fee Study
City of La Mirada, CA Cost Allocation Plan and User Fee Study Update
City of La Puente, CA Cost Allocation Plan, OMB Compliant Plan,
and User Fee Study
City of Laguna Hills, CA Comprehensive User Fee Study and
Cost Allocation Plan Update
City of Lake Elsinore, CA Cost Allocation Plan, OMB Compliant Plan, User Fee
Study and Development Impact Fee Study
City of Los Banos, CA Full Cost Allocation Study, OMB Compliant Plan, and
Comprehensive User Fee Study
City of Lynwood, CA User Fee Study and Cost Allocation Plan
City of Lynwood, CA City Hall Renovation Cost Allocation Plan
City of Mesquite, TX Cost Allocation Plan and OMB Compliant Plan
City of Mission Viejo, CA Comprehensive User Fee Study and Cost Allocation Plan
City of Missouri City, TX Full and OMB Compliant Cost Allocation Plan
and User Fee Study
City of Montebello, CA Cost Allocation Plan Update
City of Montebello, CA Transit Cost Allocation Plan
City of Monterey Park, CA Cost Allocation Plan and User Fee Study, and Updates
City of Monterey Park, CA Cost Allocation Plan Update
City of Monterey, CA Cost Allocation Plan and Indirect Cost Rate
City of Monterey, CA Cost Allocation Plan Update
City of Murrieta, CA Comprehensive User Fee Study, Cost Allocation Plan,
and OMB Compliant Plan
City of National City, CA Cost Allocation Plan, OMB Compliant Cost Allocation
Plan, User Fee Study, and ISF Allocation Study
City of Oroville, CA Cost Allocation Plan
City of Pacifica, CA Comprehensive Citywide User Fee Study and
Charges Rate Study
City of Palm Desert, CA Ambulance User Fee Study
City of Patterson, CA Comprehensive User Fee Study, Full Cost Allocation
Plan, and OMB Compliant Plan
CNNOVATIOMPREHVESIVE.
26 Comprehensive User Fee Study
I E.N
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS _m,
Willdan Financial Services
Cost Allocation Plan and User Fee Study Experience
Contracting Agency Project Description
Cost Allocation Plan, User Fee Study, CIP Admin Rate &
City of Petaluma, CA Work Order Rate Analysis, Hourly Overhead Rates, and
ISF Allocation Study
City of Petaluma, CA Cost Allocation Plan Update
City of Pittsburg, CA User Fee Study and Cost Allocation Plan
City of Red Bluff, CA Cost Allocation Plan
City of Rocklin, CA User Fee Study
City of Richmond, CA Cost Allocation Plan and Updates
City of St. Helena, CA Cost Allocation Plan, OMB Compliant Plan,
User Fee Study and Development Impact Fee Study
City of Salinas, CA Full Cost Allocation Plan and Comprehensive Fee Study
City of San Anselmo, CA Full Cost Allocation Plan and
Comprehensive User Fee Study
City of San Bruno, CA Comprehensive User Fee Study, Cost Allocation Plan,
and OMB Compliant Plan
City of San Fernando, CA Cost Allocation Plan, OMB Compliant Plan, User Fee
Study and Development Impact Fee Study
City of Santa Ana, CA User Fee Study
City of Signal Hill, CA Comprehensive User Fee Study, Cost Allocation Plan,
and OMB Compliant Plan
City of Soledad, CA User Fee Study
City of Surprise, AZ Full Cost Allocation Plan
City of Tulare, CA Comprehensive User Fee and Rate Study, Full Cost
Allocation Plan, and OMB Compliant Plan
City of Twentynine Palms, CA Comprehensive User Fee and Rate Study, Full Cost
Allocation Plan, and OMB Compliant Plan
City of Union City, CA Comprehensive User Fee and Rate Study, Full Cost
Allocation Plan, and OMB Compliant Plan
City of Watsonville, CA Comprehensive User Fee and Rate Study, Cost
Allocation Plan, and OMB Compliant Plan
City of West Covina, CA Cost Allocation Plan and User Fee Study
City of Yucaipa, CA Comprehensive User Fee and Rate Study, Full Cost
Allocation Plan, and OMB Compliant Plan
County of San Benito, CA User Fee Study and Development Impact Fee Study
Kentuckiana Works, KY OMB Cost Allocation Plan and Updates
Rainbow Municipal Water District, CA Cost Allocation Plan and OMB Compliant Plan
Sacramento Public Library, CA Cost Allocation Plan, and Updates
Town of Paradise Valley, AZ Planning and Engineering Services Fee Study
COMPREHENSIVE. Comprehensive User Fee Study
*/'y INNOVATIVE. 27
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS -
Required Forms
Vendor Information Form
TOWN OF FOUNTAIN HILLS
SECTION A FINANCE DIVISION
IV. VENDOR INFORMATION FORM
By submitting a Proposal,the submitting Vendor certifies that it has reviewed the administrative
information and draft of the Professional Services Agreement's terms and conditions and, if
awarded the Agreement, agrees to be bound thereto.
Willdan Financial Services 33-0302345
VENDOR SUBMITTING PROPOSAL FEDERAL TAX ID NUMBER
Mark Risco, President& CEO
PRINTED NAME AND TITLE AUTHORIZED SIGNATURE
27368 Via Industria, Suite 200 (800)755-6864 (888)326-6864
ADDRESS TELEPHONE FAX#
Temecula, California 92590 January 25, 2019
CITY STATE ZIP DATE
WEB SITE: www.Willdan.com E-MAIL ADDRESS:MRisco@Willdan.com
SMALL, MINORITY, DISADVANTAGED AND WOMEN-OWNED BUSINESS
ENTERPRISES(check appropriate item(s):
Small Business Enterprise (SBE)
Minority Business Enterprise(MBE)
Disadvantaged Business Enterprise(DBE)
Women-Owned Business Enterprise (WBE)
Has the Vendor been certified by any jurisdiction in Arizona as a minority or woman-owned
business enterprise?
If yes,please provide details and documentation of the certification.
COMPREHENSIVE. 28 Comprehensive User Fee Study
INNOVATIVE.
TRUSTEo. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS
Addendum 1
Request for Proposals
Comprehensive User Fee Study
Contract AD2019-01
Addendum No. 1
The following changes are made to RFP document:
• Page A-2—Section 2.2 F—Pricing:the RFP indicates a sample fee proposal is attached.There is
no sample and Vendors are free to submit their pricing in the format they deem best.
• Page A-4—Section 1.10—Vendor Licensing and Registration:The requirements of this section do
not need to be submitted with the Proposal or prior to the award.The requirements must be
met prior to the execution of the contract.
• Page A-8—Section 2.2 E—Project Schedule: Remove statement"shall not exceed 60-day
period".The schedule will be mutually agreed upon by the Vendor and the Town.
• Page B-1—Section 1—Term of Agreement:The date and renewals contained in this section are
subject to mutual agreement by the parties.
Questions that were asked:
• Are building fees to be included in the study?Answer:Yes,all fees listed on the Town's fee
schedule,excluding development impact fees,are to be included in the study.
• When was the Building Code and Fire Code last updated?Answer:The Codes were last updated
in 2012.A current effort is underway to adopt the 2018 Codes by June,2019.
• What prompted the study?Answer:To the best of our knowledge,the Town has never had a fee
study performed. Based on new statutory language requiring justification for any fee changes,
the Town wants a study to support any possible fee changes.
• Does the City have a cost allocation plan currently in place,allocating citywide overhead across
all programs? If yes, I assume that it will be made available so that the consultant may
incorporate that overhead into the user fee calculations. If no,are you interested in having a
quote for cost plan services as an additional option to the user fee study?Answer:The Town
does not have a cost allocation plan. Since the Town has not and does not anticipate receiving
any Federal funds,the need for a cost allocation plan is not apparent and therefore not
requested as part of this study.
• According to the RFP,the pricing information is to be submitted separately from the rest of the
proposal. Does the separate pricing section count against the 20-page limit?Answer:The
pricing section does not count toward the 20-page limit.
• The RFP indicates a 60-day timeframe for project completion. Is there a reason for this
timeframe? Our experience is that a 60-day schedule is fairly aggressive. If you've had a study
done in the recent past,that would be helpful. But if there hasn't been a study done fairly
'COMPREHENSIVE. Comprehensive User Fee Study
INNOVATIVE. 29
TRUSTED. Town of Fountain Hills
TOWN OF FOUNTAIN HILLS ,,;
recently(or at all),then I would suggest you consider the amount of time that may be necessary
for staff to understand the process and methodology,provide time estimates and volume
statistics, absorb the results,and develop thoughtful recommendations for possible fee
adjustments. Answer: As stated previously,the 60-day completion is being removed from the
RFP.The schedule will be mutually agreed upon by the Vendor and the Town.
• Can you explain the schedule? I saw your note regarding completion by 6/30 but you said you'd
explain on the call.Answer:The 60-day requirement is being eliminated.The schedule will be
mutually agreed upon by the Vendor and the Town.
• The last page of the RFP,Schedule C, indicates there are pricing forms but there were no
additional pages following the header sheet for Schedule C. can you circulate?Answer:There
will not be a sample pricing form. Each Vendor may submit their pricing in their own format.
• Regarding the rental rates for park facilities and community center rooms and equipment, is the
Town intending these items to be part of the scope of work?Answer:Yes.
• Pertaining to Submittal Quantities noted on page A-1, Part 1.2, item B:instead of a CD-ROM, is a
PDF file provided via Flash Drive approved by the Town?Answer:Yes.
• Has the Town of Fountain Hills prepared or had prepared a recent full cost allocation plan?
Answer:To my knowledge,the Town has never had a full cost allocation plan prepared.
• Regarding the rental rates for park facilities and community center rooms and equipment, is the
Town intending these items to be part of the scope of work?Answer:Yes.
• Pertaining to Submittal Quantities noted on page A-1, Part 1.2, item B:instead of a CD-ROM, is a
PDF file provided via Flash Drive approved by the Town?Answer:Yes.
Vendor acknowledges that Vendor has received and read this ADDENDUM NO. 1,and that the
information contained herein has been incorporated in formulating Vendor's Bid.
/Zi." 9..e y January 25,2019
Signed Date
Mark Risco
Print Name
President&CEO
Title
Willdan Financial Services
Vendor Name
COMPREHENSIVEIA(
INNOVATIVE. 30 Comprehensive User Fee Study
TRUSTED Town of Fountain Hills
TOWN OF FOUNTAIN HILLS
27368 Via Industria,Suite 200
Address
Temecula,CA 92590
City, State,Zip Code
END OF ADDENDUM NO. 1
W
COMNNOVATIVEPREHEN.SIVE.
31 Comprehensive User Fee Study
TRUSTED. Town of Fountain Hills
r‘
SA-irW LLDAN
1555 South Havana,Suite F-305 4° 111 I 1.
Aurora,Colorado 80012
800.755 6864 Fax:888.326.6864
www.willdan.com
'
44141. ,
VP *
43*
4110111,1i
EXHIBIT B
TO
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
THE TOWN OF FOUNTAIN HILLS
AND
WILLDAN FINANCIAL SERVICES, INC.
[Fee Proposal]
See following pages.
W I LLDAN
FINANCIAL SERVICES
January 25, 2019
Mr. Craig Rudolphy
Finance Director
Town of Fountain Hills
16705 East Avenue of the Fountains
Fountain Hills, AZ 85268
Re: Town of Fountain Hills RFP—Comprehensive User Fee Study
Dear Mr. Rudolphy,
Willdan Financial Services ("Willdan") is pleased to present the following Fee Proposal to the Town
of Fountain Hills ("Town") to conduct a Comprehensive User Fee Study. This submission reflects
our understanding of the Town's Request for Proposal (REP).
Willdan acknowledges herein its willingness to maintain all specified fees and services for a period
of ninety (90) days from the closing date of January 28, 2019.
Willdan is excited about this opportunity to continue to serve the Town of Fountain Hills. To discuss
any aspect of our technical and/or fee proposal, please contact Mr. Chris Fisher at (800) 755-6864
or via e-mail at CFisher@Wilidan.com.
Sincerely,
WILLDAN FINANCIAL SERVICES
Mark Risco
President & CEO
Engineering and Planning i Energy Efficiency and Sustainabiity I Financial and Economic Consulting I National Preparedness and Inter-operability
602.861,8444 1800.643,3671 I fax:602.870.7601 11440 East Missouri Avenue.Suite C170.Phoenix,Arizona 85014.2460 I www.willdan.com
TOWN OF FOUNTAIN HILLS , ;. q • ` ` ,.0., .
Cost Proposal
coin j)re11ensiNe I ,,er Fee Stud.‘
Willdan Financial Services ("Willdan") proposes a fixed fee of$36,865 for the Comprehensive User Fee
Study engagement. Below we have presented a breakdown of each specific phase of the project.
Town of Fountain Hills
Comprehensive User Fee Study
Fee Proposal
C.Fisher T.Thrasher P.Patel P.Walker
Principal in- Tech Project Analytical K.Burnett local Liaison
Charms Manager Support Lead Analyst GA/TA Total
$ 250 $ 165 $ 125 $ 185 $ 200 Hours Cost
�,�-, .�. ,: . ,.x.•,� r�off.. _, ,� .a
Scope of Services �.�-,, , 2,,°N,, •'•
Task 1: Initial Document Request • - 1.0 1.0 2,0 $ 310
Task 2: Compile Inventory of Current and Potential Fees • 1 0 2 0 - - 3 0 415
Task 3: Kick-off/Refine Scope - 4,0 1.0 4.0 4.0 13.0 2,325
Task 4: Develop User Fee Model, Incorporate Overhead 1.0 6.0 16 0 12 0 4.0 39 0 6.260
Task 5: Time Survey Interviews and Information Gathering 0.5 2.0 8.0 4.0 4.0 18.5 2,995
Task 6: Common Fees Comparison - 2.0 120 8.0 4.0 26.0 4,110
Task 7: Data Analysis and Final Fee and Rate Schedule 1.0 4.0 24.0 16.0 8.0 53.0 8,470
Task 8: Prepare and Present Draft Report 0 5 4 0 12 0 4 0 4.0 24 5 3.825
Task 9: Revise Draft/Determine Cost Recovery Lovets 0.5 6.0 8.0 4 0 4.0 22.5 3,655
Task 10: Prepare and Present Final Report?Train Staff on Model 0 5 4 0 4 0 4.0 12 5 2,325
Total Labor-User Fee Study 4.0 33.0 04 0 57.0 36.0 214.0 S 34,690
Expenses-User Fee Study $ 2,175
t
Total Cost-User Fee Study S 36,865
\lays
• The cost of preparing the User Fee Study can be included in the resulting new fee schedule. Therefore,
over time, the Town can recover the initial outlay of funds that was required to complete the studies.
• Our fee includes all direct expenses associated with the project.
• We will invoice the Town monthly based on percentage of project completed.
• Additional services may be authorized by the Town and will be billed at our then-current hourly
overhead consulting rates.
Hour!) Fee Schedule
Our current hourly rates are listed below.
Willdan Hourly Rate Schedule
Position Hourly Rate
Group Manager $250
Managing Principal $240
Principal Consultant $210
Senior Project Manager $185
Project Manager $165
Senior Project Analyst $135
Senior Analyst $125
Analyst II $110
Analyst I $100
COMPREHENSIVE 33 Comprehensive User Fee Study
IVNNovartvE. City of Fountain Hills
TRUSTED