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HomeMy WebLinkAboutContract R24310 & R24320 - Alessandro Alley ProjectPALM DESERT REDEVELOPMENT AGENCY STAFF REPORT REQUEST: (A) AUTHORIZE STAFF TO SOLICIT PROPOSALS FOR PROFESSIONAL SERV{CES FROM ENGINEERING FIRMS TO DESIGN ALESSANDRO ALLEY PROJECT �ontract No. R24310 (B) AUTHORIZE AWARD OF PROFESSIONAL SERVICES CONTRACT NO. R-2432o TO MUNIFINANCIAL IN THE AMOUNT OF $14,800 PLUS REIMBURSABLE EXPENSES NOT-TO- EXCEED $3,000 TO PROVIDE SERVICES TO FORM PROPERTY AND BUSINESS IMPROVEMENT DISTRICT TO MAINTAIN THE ALESSANDRO ALLEY IMPROVEMENTS SUBMITTED BY: BRYCE LYNN WHITE, PROJECT ADMINISTRATOR CONSULTANT: MUNIFINANCIAL 27368 VIA INDUSTRIA, STE. 110 TEMECULA, CA 92590 DATE: SEPTEMBER 22, 2005 CONTENTS: SCHEMATIC MAP OF PROPOSED PROJECT MUNIFINANCIAL'S PROPOSAL LETTER TO COMMERCIAL PROPERTY ALESSANDRO ALLEY Recommendation: By Minute Motion, that the Agency Board: ALESSANDRO ALLEY OWNERS ADJOINING 1. Authorize staff to solicit proposals for professional services from engineering firms to design the Alessandro Alley Project; Contract rro. R24310 2. Authorize the award of professional services Contract No. R- 2432o to MuniFinancial for $14,800 plus reimbursable expenses not-to-exceed $3,000 in the agg�egate to provide services to form Property and Business Improvement District to maintain the Alessandro Alley Improvements; 3. Authorize the Director of Finance to set aside an additional amount of $1,480 as 10% contingency (use of contingency requires additional action); and Contract No. R24310 Contract No. R24320 Staff Report Authorize Staff to solicit proposals from engineering firms to design Alessandro Alley Project; Authorize award of Contract to MuniFinancial to form PBID Page 2 of 5 September 22, 2005 4. Authorize Chairman to execute said contract. Funds are available in Account No. 850-4195-466-3092. Executive SummarY: Staff was authorized by the Agency Board to select and retain consultants to analyze the proposed Alessandro Alley Project. The investigation has been completed and the consultants estimated the total cost for the proposed project to be $3,400,000. A meeting was held with the commercial property owners adjoining the Alley wherein the proposed project and the process of forming an improvement district were presented to them. Backaround: The "Alessandro Alley" runs behind the commercial area on the north side of Highway 111 from Las Palmas Avenue to approximately 300 feet east of Monterey Avenue. In June of 1985, the Alessandro Alley and adjoining properties were included in the Palma Village Specific Plan, and again in July of 1987 in the Core Commercial Area Specific Plan. These plans proposed acquiring the residential properties adjoining the north side of the Alessandro Alley and converting them into parking, similar to President's Plaza. Most of the commercial lots between the Highway 111 frontage road and the Alessandro Alley are sixty feet wide and relatively shallow in depth. The size of these lots does not allow for efficient parking layout and access. The lack of parking spaces and adequate access has adversely impacted this business area and has restricted building expansion and further development. In October of 2003, the Planning Commission held public hearings on the Comprehensive General Plan Update, which included the Alessandro Alley. The Commission discussed several alternative conceptual plans that would widen the alley and provide parking along its length. This proposed project conforms to their recommendations. In January of 2004, the City Council unanimously approved the recommendations of the Planning Commission. At the September 23, 2004 City Council meeting, the owner of 73-400 Highway 111, Hal J. Paradis, presented a petition and letters requesting that the Agency Board initiate improvements to the Alessandro Alley. These requests to improve the alley were from fourteen of the twenty commercial property owners adjoining the alley. On October 14, C �RDA�Mana Hu�t�WP�ATAWOUSING�WMiTElsd�pts�092205aiessantlroauey aoc ContracC No. R24310 Contract No. R24320 Staff Report Authorize Staff to solicit proposals from enginesring firms to design Alessandro Alley Project; Authorize award of Contract to MuniFinancial to form PBID Page 3 oi 5 September 22, 2005 2004, the Agency Board by minute motion authorized staff to select consultants for appraisal, relocation, and engineering consulting services to analyze the proposed Alessandro Alley Project. The proposed Alessandro Alley project includes the alley behind the commercial properties on the north side of Highway 111 from Las Palmas Avenue to approximately 300 feet east of Monterey Avenue. The conceptual plan that is proposed would widen the alley by 26.5 feet to a total width of 46.5 feet; providing parking at a 90° angle on the north side of the alley; and close off San Marcos Street from the alley to San Clemente Circle. The conceptual Alessandro Alley design contains 169 parking spaces along the north side with landscaping and a barrier wall protecting the adjoining residential properties. Discussio�: The real estate appraisal firm of R. F. Sweet and Associates provided real property appraisal consulting services. These services included estimating the fair market value of any adjoining residential properties or portions thereof that may be acquired for the proposed Alessandro Alley project. They also provided an estimated remainder valuation of any residential properties or portions thereof necessarily acquired but outside of the completed al(ey corridor. R. F. Sweet and Associates estimated the acquisition costs to be $1,300,OQ0 and the remainder valuation to be $300,000. Overland Pacific & Cutler, lnc. provided relocation specialist consulting services. Their services included an estimate of the cost to provide a relocation plan, coordination of services, and the estimated relocation costs for one owner-occupied household with an in-house business and three tenant occupant households. Overland Pacific & Cutler, Inc. estimated the costs to be $200,000. RCE Consultants, lnc. provided the engineering consulting services to determine the scope and analyze the cost of the proposed project improvements. Their services included: A topographic survey and plan reflecting existing property lines, improvements, and utilities within the proposed 46.5 foot sight-of-way and adjaining properties for preparation of a preliminary design; Estimates for alternatives to elements of the conceptual plan to assist the deliberative process; An estimate ot the cost of undergrounding existing overhead electric lines and services; G WDAV6ena riunt�W PDAS AwOUS�NG�W rStiSE�stl rpis�09220Sa�wsa�oroeuey doc Contract No. R24310 Contract No. R24320 Staff Report Authorize Staff to solicit proposals from engineering firms to design Alessandro Alley Project; Authorize award of Contract to MuniFinancial to form PBID Page 4 of 5 September 22, 2005 • A conceptual plan and estimate of the cost to permanently close San Marcos Street; • An estimate of the cost of all right-of-way facility improvements to the alley, including, but not limited to, demolition, paving of the alley, and installation of curb and gutter; • Conceptual plans and estimates of the cost of a sound attenuating wall to buffer the adjoining residential properties, lighting of the alley and parking area, and landscaping improvements; • Estimate of the cost of replacing certain private property improvements; • Estimate of the total cost of improvements including technical and professional services. RCE Consultants, Inc. estimated the cost for design and construction of the project, which does not include electrical undergrounding, to be $1,900,000. On August 4, 2005, staff presented the proposed Alessandro Alley project to the Retail Committee for its review and direction. The Retail Committee considered the engineering consultants estimated cost for the electrical undergrounding of $1,500,000 to significantly outweigh the benefit and recommended not to include it in the proposed project. The Committee considered the appropriate "In Lieu Parking Fee" to charge affected commercial applicants for allocation of nonspecific parking spaces within the alley corridor that want to expand but lack sufficient parking per current ordinance. It was determined that $7,500 is the appropriate amount to be apportioned per space until all of the spaces are allocated. The Retail Committee recommended proceeding with the Alessandro Alley project as currently designed. On September 13, 2005, staff met with the commercial property owners who adjoin the Alessandro Alley. The purpose of the meeting was to inform the property owners of the proposed project and to ascertain their willingness to form an assessment district to maintain the Alessandro Alley improvements in the event they are constructed. Included in the discussion at the meeting was the process and details of forming an assessment district and the estimated annual levy and budget for this particular district. Staff has requested proposals for professional services to form a Property and Business Improvement District (PBID) among the property owners. City staff has received a G WDA�Mana H��t�WPDATAwOUSiNG�WHiTElsdrpts�092205aiessand�oaueyaoc Contract No. R24310 Contract No. R24320 Staff Report Authorize Statt to solicit proposals from engineering firms to design Alessandro Alley Project; Authorize award of Contract to MuniFinancial to form PBID Page 5 of 5 September 22, 2005 proposal from MuniFinancial to provide all the necessary services for the PBID formation for the Alessandro Alley in the lump sum amount of $14,800. Staff will make a future recommendation to Council regarding Fa�ade Enhancement Program funds specifically for improvements on the rear side of the commercial properties adjoining the alley. Staff recommends soliciting proposals from engineering firms to design the Alessandro Alley with a present estimated project cost of $3,400,000, and authorizing the award of contract to MuniFinancial in the amount of $14,800 to provide professional services to form the PBID for the Alessandro Alley. Submitted by: 1 ry y W ite `" ject mi istrator mh Department Head: �,,�c ,u.��e�-� , Dave Yrigoy � � ' Director of RedevelopmenUHousing Approval: �-���..�'/ nt Paul S. Gibson, Director of Finance G WDAV�Aana Munt�WPDATAWOUSING�WHITE�sprpts�092?OSa�essantlrpaliey tloc � MuniFinancial Septembcr 1, 2005 Mr. �4artin Al�-arez Scnior Managcmcnt Analyst Cit}• of Palm I�esert 73-51 � rrec� Waring Drive Palm Desert, C�1 922G0 Re: Proposal to Ptorfde Property and Business Improvement District (PBID) Formation Servrces to the Crty ofPalm Desert I�ear �tarun: I�1uniFinancial is plcascd to submit this proposal to assist thc Ciry of Palm Desert in forming and implcmenting a properry-based business impro�•ement district for a commercial corridor area within the Cit}' located near Highwav 111 and Alessandro Alle}�. Wc ha��c asscmbled a team of our most expericnccd staff to ensure you our }ughest quality work product. I�vill scrvc as 1'roject I�lanager �f the effort and will be }'our primar�' contact throughout the formation process. I�ts. Camille I�lahant will �rovide analytical support. We arc committcd to pro�•iding the Cit}� of Palm I�cscrt with excellent service thr�ughout che P131I� formation proccss. As you know, MuniFinancial is a leading public sector ftnancial consulting firm in the statc of California. Wc arc proud of our reputation for providing qualiry service through �ersonahzcd attcntion anci encourage }�ou to contact the client referenccs pr�vided. Thank you for this opportunit�• to present our credenvals for your review. We hopc to be of ser��ice to y�u in the ncar fururc. If you ha�-c an}� yuestions, please fecl free to contact mc at (800) 755-G8G4 or ���a cmail at brianj@muni.c�m. Sincercly, I�1uniFinancial . �'C�.P�-G i�� I�rian �ewctt Ui��ision I�lanager l�inancial Consulting Scrvices Group Enclosure 273G�S Vru Indut/na, Sre. 110 Ttmnula, Ca/ifornru 92590 u�u�w. munr. � um '1 i/. (951� 587. j>UO huh• (951) 587.j5)0 TABLE OF CONTENTS PROJECT UNDERSTANDING ...................................................................1 SCOPEOF SERVICES ............................................................................ 2 Task 1: Initiate Planning Process ................................................................2 Task 2: Prepare Property Owner and Business Owner Profile ................2 Task 3: Establish Stakeholder Input ............................................................2 Task 4: Establish Preliminary PBID Budget ...............................................2 Task 5: Establish PBID Area Boundaries ...................................................2 Task 6: Prepare Optional Assessment Spread Formulas .........................2 Task 7: Prepare Final "Draft" Assessment Spread Formula .....................3 Task 8: Prepare Petition, Management District Plan, Engineer's Report, Assessment Diagram and Resolutions .........................................3 Task 9: Petition Circulation ...........................................................................4 Task 10: Proceed With Requirements to Establish PBID .........................4 Meetings.........................................................................................................5 QUALI FICATIONS ........... .. ........... .................... ........... ........... ........... ...... 6 Introduction to MuniFinancial ...........................................................................6 Financial Consulting Services Group ...............................................................7 Property-Based Improvement District Experience ...........................................8 FEEFOR SERVICES .............................................................................. 9 Invoicing..........................................................................................................9 Rates for Additional Professional Services ......................................................9 PROJECTTEAM .................................................................................. 1 O APPENDIX — RESUMES .......................................................................... 1 Pa�c i �MuniFinancial Project Understanding � _ , The Ciry of Palm Descrt is located in thc Coachclla Valley and is h�me to o��er 41,000 residents. The Ciry is committcd to cc>nrinuously enhancing local rctai] o�portunitics for re�idcnts and businesses. Projccts are underway to beauafy thc area and cncouragc ccvnomic activity. The Ciry envisions forming a business improvement district in a commercial corridor area adjacent to Highway 1 l 1 and Alessandr� rllley to contribute to the rcvitalization efforts. The prunary goal of a business impro��ement district is t� provide a source of funding for business district programs and ser�-ices to improve the safety, aestheac appeal and cconomic vitality of a busincss area. P�r,gc 1 � MuniFinancial Scope of Services � � Mun�Financial �vill work wich the Ciry� of Palm Uesert to accomplish thc following: Task 1: Initiate Planning Process I�1uniF�inancial will irunate the planrung proccss de�igned to idenrify issues rele�•ant t� thc economic development of the retail center and consensus support among stakeholders �n specific implementation suategies. It is during thts task that we will work with the stakeholders to idennfy area needs and issues, assist in de�•elopinp a"wish hst" c>f im}�rovement acaviues and gau�► an o�•erall sense of what the PBID can acc�m}�lish during its term. We anticipate one (1) meetin� with Ciry staff and the property owncrs and business owners for this task. Task 2: Prepare Property Owner and Business Owner Profile �'�Iunil-inancial will preparc a detailed properry owner informanonal profile. We will gather informarion from stakcholders, the Ciry and Count}� Assessor data to prepare a dctailcd database of properucs �vithin thc pro�osed area for the PBID. Task 3: Establish Stakeholder Input ,tilunil-�inancial will establish, with stakeholder input, desirable enhanced ]evels of im�ro��ements, acaviues and retail ccnter managcmcnt functions. MuniFinancial will work with the Cit}� to develop, implement and document the process to acri��ely engage the district stakeholders, propert}� owners, properry management businesses, communiry and poliacal leaders to educate and build a consen�us to unplement the establishment of the I'BI1�. Task 4: Establish Preliminary PBID Budget In conjuncaon with the City, Munirinancial will establish a preliminary program budget that will identify the costs to support desired enhanced levels of unprovements, activities and retail center management functions. We will plan an annual service �r�gram of acti��iues and develop a budget to finance the admuiistrati��e and propram c�sts. Task 5: Establish PBID Area Boundaries I�tuniNinancial will work with the Citv to finalize the boundaries of the I'BID. Task 6: Prepare Optional Assessment Spread Formulas Munil-�inancial will identify, analy�e and prepare optional assessmcnt sprcad formulas for steering committcc re�•icw and considerati�n. If necessary, wc will present up to two (2) draft assessment scenanos based on sc�aratc assessment spread methodologics. Aa�; c 2 �MuniFinancial Task 7: Prepare Final "Draft" Assessment Spread Formula MuniFinancial will prepare and �rescnt a Final "Draft" Assessmcnt S�rcad T�rmula t� the Cir�� and stakeholciers. t3ased on Cih� revie�v �f the draft formula, �ve will de�•elc>p the final assessment formula and methodology. MuruFinancial will de��elop the computer program necessary to analyze the assessment �rogram and dctemune thc assessment on individual properaes. 'I'he assessment formula and computer program developcd by ;�Iunil-'Lnancial will bc used to bill the property owners on the County pro�erry tax rolls. Task 8: Prepare Engineer's Resolutions Petition, Management District Plan. Report, Assessment Diagram and With riry input, I�iuniHulancial will prepare the Petition, hianagement District ]'lan, I�etailed �ngineer's Report, �lssessment I�ia�ram and ltesolutions in accordance �vith Prop�sition 218 and proccdural reyuircments undcr State and local laws. PET/T/ON We will �repare the �etition to be accompanied by the I�lanagement I�istrict Plan to be signed by the property owners �vithin the PBID boundancs. MANAQEMENT O/8TR/CT PLAN Muni}-'inancial �vill develop a database of properties within the district. Pertinent information will be gathered and updated as necessar}� from ��arious sources. Data mauitaincd will include owncr namc and address, situs address, land use, acreagc, assessor� parcel number, assessment criteria, and so forth. In accordance with the Properry� and Business Improvement District I,aw of 1994, and thc Go��crnment Code, I�lunif �ancial will prcparc the [vlanagement District Plan. 'l�hc plan shall includc thc follo�ving itcros: • r1 map of the district in sufficient detail to locate each parcel of property within the district. • Z�hc name of the proposed district. • A descri�u�n of the boundaries �f the district. • The impro��ements and activitie� prop�sed f�r each year of operation of the district anci the maximum cost chcrcof. • The total annual amount proposed to be expcnded for PAII� program im�rovements and ser��iccs for cach ycar of operation of thc discrict. •'1'he proposed source or sources of financing including the proposed method and basis for le�yin� the assessment in suffiaent dctail to allow each property owner t� calculate the amount of the assessment to be levied against his or her propert��. • The �ime anci manner of collecang the assessments. • The specific number of ��ears, to a ma�imum of fi��e, in which assessments will be le�-ied. 'l�he Management District 1'lan may set f�rth s�ecific increases in assessments for each year of operation of che district. Pn„c 3 �MuniFinancial • The proposed time for im�lementaa�n and com�letion of the �lanagement District Plan. • I'roposec3 rules and regulations t� be applicable to the district including how, anci b�� �vhom, the district will be govcrned. • A list of the properties to be assessed, including the assess�r's parcel numbers (r1PNs), and a statement of the method or mcthods by which the expcnscs of the district will be imposcd on benefited real properry, in proportion t� the bencfit recei�-ed by the �ropert}', t� ciefra�� the cost thereof, including operaaon and maintenance. • nther items or matters required to be incor�orated therein by the Ciry Council. OETA/LEO ENQ/NEER�S REPORT In accordance with the requirements of 1'roposition 218, MuniC'inancial will prepare a detailed and certified Engineer's Keport that will include designation of benefit (special vs. general), the asscssment meth�ci�log��, method of assessment spread, assessment ratcs and proposed inflator, assessment district boundary diagram and the asscssmcnt roll, which will ineiicate the proposed assessment for each property within the district. We will also be responsible for the proper recording of the assessment diagram, including gauung �ignatures of the Cit}' Clerk, Public Works Uirect�r anci the Countv Rec�rder. RESOLUT/ONS We will draft necessary resolutions for the Intent Meeting and the 1'ubl�c Hearing. We will �end the resoluaons to thc City of Palm Desert attorney for revic�v and comment. Task 9: Petition Circulation We will �vork with the City to identify which Cit�� staff or stakeh�lciers will be responstble for contacring inciividual properry ownrr� to secure signarures on the petitions. We anticipate that the stakeholder committee, volunteers, other interested property owners anci/or City staff will be responsible for collecting the necessan- signatures �n the peadon. Some property owners will have to be contacted by mail or tcicphone or both. I�lunif inancial is not responsible for circulatinn the petition�. It has been our experiencc that the City or property owners are best suited to perform this task and ha��e the hi�hest potcnaal of sceking signatures on the peati�ns. Task 10: Proceed With Requirements to Establish PBID �lunif�inancial will guide the Ciry through the technical requirements of unplementing the I'BID. I�turuFinancial will de��elo� and mail notices and ballots t� be matled to each pr�perry owner within the district. Prop�sia�n 218 requires that any new or increaseci assessment be submitted to thc properry owners �vho are proposed to pay the assessment. 1'roposition 218 contains scrict requirements as to the content of the notices and ballots. Munil-��nancial will �repare for the Intent Meeting and 1'ublic Hearing to offcr tcchnical assistance and other tesrimony as needed. r1s a final task, wc will tabulate the pr�perry �wner ball�ts recei�•ec3 by the City Clerk after the close �f the �ublic hcaring. Pab c �t � MuniFinancial Meetings Wc anticipate a total of three (3) meetings thr�ughout the pr�ject period incluciing: onc (1) meeting wich City Staff, property owners and business owners, one (1) Intcnt Meeung, and one (]) Public Hearing. We expect that the entire PBID formanon J�rocess �vill take 4 to G month� dcpcnding on the level of outreach effort desued by the Cin� and �takcholciers. P.•r;; c 5 � MuniFinancial �ualifications . _ � Introduction to MuniFinancial �TuniFinancial is a customer-oricnted firm that del�vcrs qualit}� financial and economic sen•�ces to public agencies and, ultimately, to the public. I�tuniFinancial is one of the largest public sector financial consulring firm� in the Unitecl States, with corporate headquarters in Temecula, California, and regional offices in (�akland, Lancaster, and Sacramento, Calif�rnia, as well as offices in Arizona, �lorida, and Washington. Since 1988 w•e have hel�eci over G00 public agencies successfullv address a broad range of financial challen�;es, such as financinp the c�sts �f gr�wth anci generating re�•enues t� fund desire�i senices. niunifinancial assists l�cal �ubl�c agencies with long-term financial plans and cash flow modelin�, cost all�carions, de�-el�pment unpact fees, rate studies, and property tax audits. In addition, we assist ]ocal public agencies with arbitrage rebate, im�estment consulting, municipal disclosure, and spccial district administration. MuniJ�inancial has the largest special district formation and administration practice in the nation. We are known as the preeminent municipal disclosure firm as �vell as a ma�or �r���ider of arbitra�e rebate ser�•ices. 'I'he firm currently has a staff �f �ver 70 ciec�cated profes�ionals with the range of ex�errise necessar�� to provide hi�h-qualitv sen-ice to all our chents. C;i��en the breadth and depth of ex�ertise among �ur staff, ;�tuniFinancial is able to offer clients a full range �f financial scrviccs: • Financial planning and revenue enhancement, including financial projections and policy analysis, plus rate, user fee, and cost allocation srudies; • Capital improvement planning and finaneing, incluc.iin� infrasuvcrure financinp plans and impact or connection fee srudies; • Economic and fiscal policy analysis of proposed projeccs and plans, including government reorgani�ations studies; • Special disuict implementation and administration, including discricc formaa�n and voter campaigns, plus administrative services such as levies and delinquency management and • Federal compliance services for bond issues such as continwng disclosurc and arbitrage rebate analysis. Many of our projects havc an cnginccring componcnt as well, hi�hl��hung thc bcnefits of Munil-�inancial as one of The Wi�(dan Group of�Companier. Our affiliate firm, Willdan, is a leading engineering consulttng firtn consisting �f �ver 400 personnel in the Western United States. Willdan provides contract staff for building, planning anc� engineering dcpartmcnts plus a rangc of civi] enginccring services. With the combined expertise of our firms �ve can provide a comprehensi�-e approach to �ur clients' financial, economic and public fac�h� engineering challenges. Pah e G �MuniFinancial Financial Consulting Services Group �1uniFinancial has been built on dccp, continuing relauonships with local go��ernment dcpartmcnt staff. Wich hundreds of ongoing client relationships in finance, enginccring and �ther services, we have been consistently called upon to assist staff with a range of s�ectal �ro�ects. In response to this need, the Financial Consulting Services Group was created �vith ex�erienced staff in offices in boch northern and southern Cahfornia. r1ll our work incorporates excellent public communication strategies and skills. �1s ��oter approval becomes the norm for rcvenue mcasures, we offer expertise in communicaung �ersuasive inf�rmauon to the targeted group, whether de�•elopers, lanci o�vners or the general electoratc. We pro��ide clearly �vrittcn report summarics, on-p�int public �resentations and strong meeung facilitation skills. Th� table bel�w provic�es an oven�iew of Financial Consulting Services Group services. Developer impact and utility connection fees for capital facilities Real estate market analysis and development forecasts Community Facilities District, including special tax analysis 1972 Act Landscaping and Lighting Act Benefit Assessment act of 1982 1913/1915 Act bonded assessment districts Construction acquisition services User fee analysis Cost allocation studies Infrastructure and public facilities financing plans Capital improvement plans Proposition 218 benefit analysis Fire suppression districts Bridge and Thoroughfare districts Refunding bond analysis and reporting Notice and ballot preparation and mailing Utility rate modeling Budget planning LAFCO annexation, consolidation, or new Financial modeling, budget analysis, governmental agency formation studies and feasibility studies Fiscal impact analysis of projects, pians, Economic development and economic and policies impact studies Pa�; e 7 �MuniFinancial Property-Based Improvement District Experience I�9uniFinancial is deepl}� experienccd in local improvement district formati�n and administration. The tablc below lists P�ID �rojects. Selected project summaries follo�v for y�ur rc��iew. Downtown Pomona Garment District (Fashion District), Downtown Los Angeles Hollywood Entertainment District, Phase I Historic Core, Downtown Los Angeles Hollywood Entertainment District Phase II Sherman Oaks Village Tracy, California Palm Desert, California (President's Plaza I and III) Westwood Village (PBID to replace existing tenant based PBID) Hollywood Entertainment District (Combined Phase I and Phase II). P�r� e 8 � MuniFinancial City of Union City, California Fee for Services - — — Wc �r�pose a fixcd fee of $14,800 for our ser�-ices, including expenses such as tra�-cl, phone, pnnang, copyuig, assessment dia�ram preparation, and mailing and des�gn cc�sts for the n�aces and ballots. This fee does not include services listed outside our proposed scope of services. Invoicing We will in�•oice chc Cir�� for our services on a monthly basis. Fach invoice will rcflcct work performed on each respective task for each preceding month. Rates for Additional �rofessional Services Charges for addirional meetings and consulting with counsel, the City, or other partics regarding services n�t listed in the scope of work above �vill be at our prevailing hourl}� rates. ()ur current hourl�� rates are as follows. Division Manager Principal ConsUliani Senior Project Manager Project Manager Senior Project Analyst Senior Analyst Analyst Analyst Assistant Property Qwner Services Fiepresentative Support Staff � MuniFinancial $194 $170 $150 $12� $110 $100 $80 $65 $50 $45 Pa�; e J Project Team . _ _ ._. Wc ha��e sclected senior professionals for chc Ciry of Palm Dcsert's PBID formation �roject. Thc �roject will be headquartered out of our Temecula, CaGfornia office. We are confident that our expenenced tcam will providc thc levels of attention and work performance that the City of Palm Desert dcs�res. I�Ir. Brian Jewett, Divis�on ;�fana�er in the rinancial Consulting Sen��ces C�r�up, will sen-e as Project Manager and �ur prunary contact with the City of Palm Desert. He will organize and direct consultant tasks, �rovide quality control for work products anci ensure that the dchverables are completed on time and within budget. He will be the City's day-to-day contact and will be prescnt at ke}' meetings. I�i�. Camille Mahant, a Senior Analyst in thc firm's Financial Consulting Services Group, will proti•ide anal}�tical support for the project. Ms. Mahant will �vork under the du�ection of Mr. Jewett, whc.> �vill assign additional resources to the team if necessary. Detailed resumcs are included in the appcndix. PaKe 10 � MuniFinancial Appendix - Resumes Resumcs for thc professionals I�1uruFinancial will devote to the Cir�� of Palm Dc�crt's projcct follow. P:r�re A-1 �MuniFinancial 11 Years Experience BRi.4iv ✓EwErr QIVISI4N MANAGFR Areas of expertise !;r,. :.,,•,: ! ; •; i� •: , , ..�„� i);,ri.�•r �;,•,:,.rrir,.��, !'r, ,. ,�,, i �„ �,i �'.%�� �< - , •,. . ..��•..� _ .����li<:•., , i :� �� .,i'���.",� , '�l::i�•�:,.� „: ;..i .,:�::•r� :>i����.'� ;��r.<<,.;,ur. Project Highlights � :�� :�� l r.r. ti I'l>!I1 �; ,,. ��.�: .�,�tl N!3!!1 .,.,. ��, • ,� i�,. .,�,,,,,1 1 �;l..�r Education '•1.:•.�.. ,�� ;'�„�1�,' 1,. .:!rfr�'r.. � �rin, : :��,c. � . �'I '1�'l.t,i :�. lf.,, i;c ir» , 1 iir�. 1 i�:�, i..��� ,�1�( �., .�:�r��.r. ti.!••I. lt.l�l�.tr.r Mr. Bri:tn Jc�vett �s the I��vision Managcr of thc Financial C:�nsultin� Serviccs Group at I�1uniFinancial. Hi� background is in publ�c admuustration for state and local government. Hc speciahzcs in fiscal analysis and financial scrvices to local agenctes. He is expert in cost of servicc studies, Proposiaon 218 rc-cngineering stuclies and Busincss Improvcment 1)�stricts. Prior to �oining I�1uniFinancial, Mr. Jewett gained over fivc years �f experience working for state and local government, including staff positions within the Ciry and County of San Trancisco and the Count}� of San Dieg� and an incernship posiaon with the City of Poway, California. He c�nsulted on land use planning issue� for communities �vithin the State �f Uela�vare, and was a consultant t� the Go�•ern�r's Cabinet Committee on State Planning. Rclated E.�pericncc • PBID Formation and BID Conversion, Westwood Village Community AIllance PBID: Mr. Jewett was the �roject managcr for this project. This project requixed the conversion �f a tenant-baseci business impro�-ement d�strict to a pr�perry-based business improvement district. T}us conversion �vas succe�sful, �vith 83 �ercent of rhe i•ores rcturned ind�caring approva] of the new• formation and assessments. • PBID Re-establishment, City of Tracy: ;�ir. Jewctt was the principal in charge for this �roject. After the ex�iranon of the 1'BID, the Ciry en�aged I�4uniFinancial to assist in the re-establishmcnt of the district. The project was successful, �vith over 90 �ercent of the votcrs a�provin� the district for another five years. • PBID Formation, President's Plaza III PBID, Crty of Palm Desem. I�Ir. Jewett was thc projcct managcr for this �r��ect. T}us ptojcct included the formation of a property-bascd business improvcmcnt disu-ict. • PBID Formation, Hollywood En�enainmenr District, City of Los Angeles: Mr. Jewett was the project manager for this project. This project included the formation of a pr��erry-based business impro�•ement �strict. Pake A-Z �MuniFinancial 2 Years' Experience c.an�i��E MAHANT ���JALYST II Areas of Expertise Ms. C:tmille Mal�ant is an Analyst II within �tunif-�inancial's �inancial .•; �, �� •.�. �-!),. �,: �•� Consulting Scr�•ices Group. She provides support for disuict formation ; , �r;, �,,; ;, �„ and anncxaaon projects. '���'�'' "`Y'"'��'• Ms. Mahant's experience includes preparing public reports for the ��•�''�''�' formation of Assessment And Communiry Factliries Districts, ;. .�'�• ;�.%:.��. �::.i dc��el�ping a�scssment methodologies, and special tax rates and �I� �!�� ,l ��1� Niethods of Apportionment, special tax analyses and calculauons, ;; .�,, ,; �„ ,,,,,, ,,,, feasibiliry studies, financial modeling, ballotin� processes, database •;�. ., ,; ; ,, ; ;��.:;� ,,,.,, creation, �lssessor �arcel research, and client and pr�ject team /;, +,,,,;,,1, ��,: , •, • .. consultation. . ..�.�r�. ...r. 1'r'r,� •.ri�: , �� �; �; Community Facilities Districts N[s. ,'1lahant's background is in heaichcare planning, reimbursement and business dcvelopmcnt. Most recently, at Sharp HcalthCare in San Projeet Highlights Dicgo, she pro�-idcd financial and utilizati<�n staastics; and prepared r •; � , , r ; ; : � . : ., /�/;; )1 strategic planning reports and map and graph analyses of �a��er and ,�:,,�., „�•� •�;,,i,, �,,, , patient finance, area demographics, and market share. I.�il��i•/rl, li,,.;•tillc'. Related Eaperience i �'�i.. ��t!l.i. .t1•ri � ••"�� �����' � ���� Property Business Improvement District ti, .i, �� <:'. c'„ ,�..,.�,�ir� . CityoPArtesia. Education 1l.•,�ci �,� litrrii<<••, i, '.;; it�;�-t�., li�•��, � �.,�,,.,r �,.� �r.:r� ( . -��•�••,••. 1�,1'.•��,:, • Antioch Uni�ed Schoo! District: CFD No. 2004-01 and anncxation No. l. • City of Chula Vista: CFD No. 11 M; CFD No. 97-2, annexaaon No. 4. . �; ,, .�.�,,: ,,, �.,, „�.� • City of Fair�e.ld: C1-��D No. 4-A and anncxacions No. l(l, l 1 and 12; 1 i-�� �,.ir� ��: ' i,,1�:.-,r,,. CFD No. 2004 and annexation No. 1; CFUs No. 2 and No. 3 � ��` � annexations. 1�i,,�� • Jurupa Area Recreatron and Park Drsutct: CI-�D No. 2004-1. • City of Perris: C1��1� No. 2004-2; CFD No. 2003-4; C�D Nc�. 2004- 5; CFD No. 2001-3 annexations. City of Clovis: Cf D N�. 2004-1 and anncxation No. 1. City oPElk Grove: CTD No. 2003-2 and annexaaons. City ol'Roseville: C}=D No. 3 annexations. City ofSacramenro: CFI� No. 99-04. • Truckee Donner Public Utility Distrrct: Old Greenwc>od (:FD No. 03-1, Gray's Cr�ssing CF=1� No. 04-1. • City oPUpland.• CTD No. 2004-01. • Val Vecde Uni�ed School Distrrct: Citarion Homes Cl-D No. �MuniFinancial Page A-3 2003-1, John Laing Homes CFU No. 2003-2. Landscaping and Lighting Districts • City of Cathedral City: Landscaping and Screet Lighang R4aintenance I�istrict No. l— Bencfit Zones l 5, 1 G and l 7, 2004. • City ol' Chino Hills: Los Scrranos Lighting Maintenancc District, 2004. • City of Falr�eld.• Annexations into Landscapin� and Lighting Districts No. 14, 2004; annexanons into Landscapulg ana Lighting Districts No. 10 and 13. • City of Roseville: Dunmore Juncaon Landscape and Lighting Distnct annexaaon. Map and Assessment Diagram Research • Clty ofAmerrcan Canyorr. Reasscssment l�istrict No. 2004-01. • Antloch Unifred School Distrlct: School Facilities Improvement l�istrict No. l, Urbanization rlrea No. l. • City of Cathedra! City: Rio Vista r1.D. 9G-1 (Reassessment and Rcfundinp of 2004). • City oPlrvit�e: Asscssment l�istrict 93-14, Amended Asscssment Uiagram, Parcel Map 2002-213. Pa,�e A-4 �MuniFinancial September 2, 2005 Dear P�L��D���R� R�DEVELOP����� ��f���� 73-5io FRED WARING DRiVE PALM �ESERT, CALIFORNIA 92260-2578 TEL: 760 ;46-06�� Fnx: 760 34i-637z info@palm �desert.org The Palm Desert Redevelopment Agency retained consultants to investigate and analyze a proposed Alessandro Alley Project; that investigation has been compteted. The proposed Alessandro Alley project includes the alley behind the commercial properties on the north side of Highway 111 from Las Palmas Avenue to approximately 300 feet east of Monterey Avenue. The conceptual plan that is proposed would widen the alley and provide parking along its length. As proposed, the alley would be widened by 26.5 feet to a total width of 46.5 feet; providing parking at 90° angle on the north side of the alley; and closing off San Marcos Street from the alley to San Clemente Circle. The conceptual Alessandro Alley design contains approximately 169 pa�icing spaces along the north side with landscaping and a barrier wall protecting the adjoining residential properties. A meeting for the commercial property owners who adjoin the Alessandro Alley has been set for Tuesday, September 13, 2005 at 6:00 p.m. in the Administrative Conference Room of the Palm Desert Civic Center next to the City's Council Chambers located at 73-510 Fred Waring Drive, Palm Desert. The purpose of the meeting will be to ascertain the willingness of the abovementioned owners to form an assessment district to maintain the Alessandro Alley improvements in the event they are constructed. Included in the discussion at the meeting will be the process and details of forming an assessment district and the estimated annual levy and budget for this particular district. We encourage your participation at this meeting. The response of the property owners to the formation of this assessment district will be reported in staff's recommendation to the Agency Board at a future meeting regarding proceeding with the proposed project. Sincerely, ry W ite ject ministrator mh � Rrm � nnw �re . ' ' ' /.'!!<< li�( ; � `:i; �_,:. :. � . �.,.�� �: - . t ' ,�.� � �,�,4 `l�. 4'...� ^- _ - "iP^'-_- -ti 'Ys� e_ " t. _'.___ "__. ?__ M1h: ,/ � �--1' 't.�.,."J' ��,�, .�'_ , � f� ~ .CJpyy' .. ` ��`K i.+ � . r . . ;.� �. � - - i��.i':� _ .y .. ... ' �. . �`, ' i .', 1uV)!ai i..� . wa.iw -'. m+ne'�. ] j.i+Y i.; � _. -. -n +� y - . 2 i, ., . -,��s. _.j_u� _ Ra - . t�vi':. �r �. :.. : _.,. ic9 � - .... -. ' . .�... ...i _': , � `}���� � "'_. ��: �:,;_ f' _ e�y.� >3^ ...,_ "'3.1.-';:.^�. �.� ' 1'3it� a�"�-si'-uWm'yt'n � ..-_ S'.�'.' � _.,m+.' 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