CITY OF ANAHEIM
CALIFORNIA
Assessment Engineering Services for the
Anaheim Resort Maintenance District
T 951.587.3500 ▪ 800.755.6864 | F 951.587.3510 ▪ 888.326.6864 | 27368 Via Industria, Suite 200, Temecula, CA 92590 | www.willdan.com i
6.1. Cover Letter
August 25, 2026
Mr. Eric Ramirez
Contract Specialist
City of Anaheim
Department of Public Works – Operations Division
400 East Vermont
Anaheim, California 92805
Re: Proposal to Provide Assessment Engineering Services for the Anaheim Resort Maintenance District Dear Mr. Ramirez:
Willdan Financial Services (“Willdan”) is pleased to submit the following proposal to the City of Anaheim (“City”) to provide Assessment Engineering Services for the Anaheim Resort Maintenance District (“ARMD” or “District”). We understand the complexity and visibility of the District and the importance of providing accurate assessment engineering, reliable annual administration, responsive technical support, and well-documented work products throughout each annual assessment cycle.
Experience with the City of Anaheim and the Anaheim Resort Maintenance District — Willdan has an established relationship with the City and recent, direct experience supporting the ARMD. Our team provided assessment engineering services for the District, as well as feasibility and formation analysis for new maintenance funding mechanisms in the Platinum Triangle area. Through these efforts, our team has developed familiarity with the District , its boundaries, improvement inventory, maintenance responsibilities, assessment information, mapping resources, extended landscape areas, and the City’s operational processes. This knowledge will allow Willdan to begin the engagement efficiently, maintain continuity with prior efforts, and focus our resources on accurate and timely delivery of the requested services.
We Serve as an Extension of Staff — Willdan takes to heart the fact that we represent the City when working with residents, property owners, City and County staff, and other stakeholders. Our goal is to effectively manage the annual assessment process and related technical activities so that City staff can focus on other responsibilities. We will proactively manage schedules and deadlines, maintain regular communication, identify potential issues early, and provide timely recommendations and work products throughout the engagement.
Experienced Team and Depth of Resources ― Willdan has assembled an experienced team with extensive knowledge of assessment engineering, Landscaping and Lighting District administration, parcel and assessment database management, GIS coordination, County enrollment, and Proposition 218 requirements . Our assigned team is supported by the depth of Willdan’s in-house District Administration Services resources, allowing us to respond efficiently as project needs or workload requirements change. All proposed services will be performed by Willdan personnel without the use of subconsultants.
Technology, Data Management, and Quality Control — Willdan utilizes advanced internal technology and established quality-control procedures to support accurate assessment calculations, parcel research, database management, and annual levy administration. Our approach combines these tools with multiple leve ls of professional review to promote consistency and accuracy while providing the City with the required databases, GIS files, assessment models, reports, and supporting work products in accessible and editable electronic formats.
Mr. Eric Ramirez, Contract Specialist
City of Anaheim
Proposal to Provide Assessment Engineering Services for the Anaheim Resort Maintenance District August 25, 2026 | Page ii
We are confident this submittal demonstrates that Willdan and our assigned staff possess the experience, resources, technical capabilities, and institutional knowledge necessary to successfully support the City’s continued administration of the ARMD. If you wish to discuss any aspect of our proposal, please contact me directly; my contact information is provided on the following page.
This proposal shall remain valid and binding for a period of one hundred twenty (120) calendar days following the proposal due date of August 25, 2026.
As a Vice President / Assistant Director of Willdan Financial Services, I am authorized to bind the firm to the terms of this proposal, as well as the subsequent Agreement.
Willdan Financial Services
Proposal Contact Project Manager
Josephine Moses, Vice President Michelle Laase, Project Manager 27368 Via Industria, Suite 200 | Temecula, CA 92590 27368 Via Industria, Suite 200 | Temecula, CA 92590 Tel #: (951) 587-3564 | Fax #: (951) 587-3510 Tel #: (951) 587-3562 | Fax #: (951) 587-3510 Email: [email protected] Email: [email protected]
www.willdan.com/financial
Sincerely,
Willdan Financial Services
Josephine Moses
Vice President / Assistant Director
Assessment District Engineering and Administration Services 1 City of Anaheim, CA
Table of Contents
6.1. Cover Letter ............................................................................................................................................................i Table of Contents ..................................................................................................................................................1
6.2. Firm Qualifications............................................................................................................................................ 2 Firm Profile.............................................................................................................................................................2 District Administration Services Experience ..........................................................................................................3 Distinguishing Attributes ........................................................................................................................................6
6.3. Technical Approach.......................................................................................................................................... 7 Project Understanding ...........................................................................................................................................7
6.4. Project Team.......................................................................................................................................................13 Resumes..............................................................................................................................................................13
6.5. References........................................................................................................................................................... 14
6.6. Exceptions............................................................................................................................................................16 Appendix – Resumes..................................................................................................................................................A Michelle Laase ..................................................................................................................................................... A Susana Hernandez, MA ....................................................................................................................................... B Stacee Reynolds, MS........................................................................................................................................... C Miranda Cervantes ............................................................................................................................................... D Clark Rhodes........................................................................................................................................................ D Tyrone Peter, PE.................................................................................................................................................. E
7. Fee Proposal..............................................................................................................Under Separate Cover Compensation and Fee Schedule .........................................................................................................................1 Transition Assistance.............................................................................................................................................1 Reimbursable Expenses........................................................................................................................................2 Hourly Rates ..........................................................................................................................................................2 Assessment District Engineering and Administration Services 2 City of Anaheim, CA
6.2. Firm Qualifications
Firm Profile
Willdan Financial Services, a California Corporation, is an operating division within Willdan Group, Inc. (WGI), which was founded in 1964 as an engineering firm
working with local governments. Today, WGI is a
publicly traded company (WLDN). WGI, through its
divisions, provides professional technical and
consulting services that ensure the quality, value and
security of our nation’s infrastructure, systems,
facilities, and environment. The firm has pursued two
primary service objectives since its inception—
ensuring the success of its clients and enhancing its
communities.
A financially stable company, Willdan has
approximately 1,800 employees working in more than
a dozen states across the U.S. Our employees include
a number of nationally recognized Subject Matter
Experts for all areas related to the broadest definition of connected communities—which includes a team
of over 80 professionals to contribute their
expertise throughout the City of Anaheim’s ARMD
assessment engineering and administration
needs.
We have solved economic, engineering and energy challenges for local communities and delivered industry -leading solutions that have transformed government and commerce. Today, Willdan is leading our clients into a future accelerated by a change in resources, infrastructure, technology, regulations, and industry trends.
Willdan Financial Services
Established on June 24, 1988, Willdan Financial Services (“Willdan”) is one of the largest public sector financial consulting firms in the United States. Since that time, we have helped over 800 public agencies successfully address a broad range of financial challenges, such as financing the costs of growth and generating revenues to fund desired services.
Our team is focused on actively supporting our clients by ensuring they stay informed about the latest advancements in our areas of expertise. We believe that by sharing this knowledge, we can empower our clients to make informed decisions and achieve their objectives. Willdan assists local public agencies by providing the following District Administration Services:
Willdan Financial Services
District Administration Services
▪ Administration of special taxes, assessments,
standby charges, and utility rates
▪ Continuing disclosure reports preparation and
dissemination
▪ Arbitrage rebate calculations
▪ Staff augmentation support
▪ District formation services for assessment/local
improvement districts, Community Facilities Districts
(CFDs), Landscaping and Lighting Districts, and
special taxes
▪ Tax increment finance district formation and
amendment
▪ Municipal advisory services
Assessment District Engineering and Administration Services 3 City of Anaheim, CA
District Administration Services Experience
Since our inception, Willdan has provided public agencies the benefit of a comprehensive approach to special district consulting by including district formation and administration; delinquency management; continuing disclosure; and arbitrage rebate in our service offerings. This multi-service approach allows us to facilitate the flow of information between the different service areas, which creates less of a draw on City of Anaheim staff time and reduces costs for these services. It also ensures that solutions and approaches provided in one area of work are consistent with overall policies and objectives. In view of our experience, Willdan is committed to:
▪ Having highly qualified core staff actively involved in day-today operations; ▪ Providing comprehensive and proactive customer service; ▪ Interfacing in a friendly and helpful manner with an agency’s governing body, staff, community organizations, and the public in general;
▪ Being up to date on the latest technology that allows specific data to be made available via the Internet to City staff, investors, and property owners at no additional charge; ▪ Staying current on legislation impacting the formation and administration of CFDs, such as SB 165, AB 2851, AB 2109 (annual reporting requirements), and AB 373; and
▪ Staying current on legislation and legal proceedings involving assessments and other types of special districts, particularly issues related to Proposition 26 and 218.
In utilizing our broad range of experience, amassed over the years from supervising and being consistently at the forefront of innovative approaches to special district formation and administration services in California, our methods and approaches will support the practical requirements of the City’s special district efforts.
Willdan’s District Administration Services group addresses the ongoing day-to-day activities associated with the long-term collection of bonded and “pay-as-you-go” special taxes, assessments, fees, utility rates, and standby charges. These types of services demand accurate, timely, and knowledgeable treatment of many details. Subsequently, Willdan focuses on quality control and brings the advantage of innovative technology and knowledge of recent legislation to our clients.
The infographic above highlights Willdan’s district administration experience.
Experience with Orange County Auditor/Controller
Our staff has long-term experience working with the Orange County Auditor/Controller’s Office and Tax Collector. Our project team is extremely familiar with their practices and procedures, resulting in a strong working relationship. In support of this, for fiscal year 2025/2026, staff processed for Orange County a total of 19 clients, administered 160 special districts, and levied 2,157,349 parcels worth over $164.8 million dollars. Listed below are examples of Willdan’s capabilities and experience with the Orange County Auditor/Controller’s Office and Tax Collectors. ▪ For more than 38 consecutive years we have provided district administration, formation, and federal compliance services throughout California. Services including administration of special taxes, assessments, standby charges, and utility rates; arbitrage rebate calculations; and continuing disclosure report preparation and dissemination. Each of these services enhances our ability to serve public agencies. Our organizational structure and systems have been designed to meet the needs of this niche market.
▪ Internet access (optional): Web access to parcel data is available to clients for whom Willdan administers district data.
Service will be provided free of charge.
▪ A dedicated staff committed to meeting deadlines, being responsive to clients, and working hard to stay on top of legislative and industry developments.
▪ A focus on customer service, expressly on acting as an extension of agency staff. ▪ In-house licensed assessment engineers to generate Engineer’s Reports and related documents. ▪ In-house capability to produce Orange County compatible formats (printed and electronic) for all necessary formation documents, including exhibits and appendices for Engineer’s Reports.
Assessment District Engineering and Administration Services 4 City of Anaheim, CA
Technological Capabilities
To accurately and efficiently administer special districts on behalf of our clients, Willdan has developed a custom software program, known as MuniMagic+; instituted a quality assurance process; and employs dedicated property owner service representatives that handle and direct all incoming calls received via our toll-free tax line. These innovations are discussed below in greater detail.
MuniMagic+ Software
Our staff originally created Willdan’s Municipal Administration Government Information Coordinator — MuniMagic+ — a custom software program to address the specific requirements related to administering taxes, assessments, standby charges and fees more than 20 years ago. This software was designed and tested by the same Willdan staff responsible for handling annual special district tasks, ensuring that it is tuned to the specific needs connected with special district administration and reporting. In addition, the program allows our clients to access parcel information through the Internet with a graphical menudriven format. With current changes in legislation and new programs focused on Property Assessed Clean Energy (PACE), Willdan IT/Development staff developed an updated webbased version of the original Legacy System, which was rolled out in September 2018.
MuniMagic+ is our secure proprietary web-based data management application. MuniMagic+ is hosted in the cloud utilizing Amazon Web Services (AWS) and contains data for more than 16 million parcels. The Web application provides a rich user experience via any modem web browser and can scale under load and recover from geographic disasters. Our data is stored securely and continuously backed up to the cloud and, with the help of AWS managed services, we experience near 100% system availability. The data within MuniMagic+ includes county assessor data, and other supplementary data identifying parcel characteristics.
Willdan staff relies on this tool to compute and quality check levies and has expanded our scope to provide agencies with direct access to data contained in MuniMagic+ through our Internet Website at https://www.willdan.com/financial/reports This access allows licensed agency staff to access parcel-related information, such as APN, property owner, situs and mailing addresses, assessment and tax amounts, and updated payment status. Our project managers and analysts are fully trained in the nuances of the software, and they are using its internal quality control checklists and automated forms for greater efficiency.
Finally, our Property Owner Service Representatives are specifically trained in the use of MuniMagic+ and can quickly access important property and district related data to promptly respond to inquiries from property owners and other interested parties regarding properties within the City’s special districts.
Quality Assurance Process
Willdan’s standard administration practice includes an additional three levels of review for our products and deliverables in which report presentation or work product dissemination is scrutinized, levy data is updated from the most recent county secured roll information, all parcel changes and potential rejects are researched and reconciled, new APNs are identified, and the proposed assessment/tax amounts are recalculated and resubmitted.
As demonstrated by the workflow chart, located to the left, the three supplementary levels that Willdan staff performs for all work products primarily consist of:
▪ Peer review;
▪ Project manager review; and
▪ Final quality assurance manager review.
In addition, another key to our success is having a designated Principal Consultant responsible for implementing quality control measures. Ms. Stacee Reynolds is instrumental in preparing quality control checklists and sign-off mechanisms for each of our administration services.
Assessment District Engineering and Administration Services 5 City of Anaheim, CA
These quality control measures are embedded in the latest evolution of MuniMagic+ and are a required element of the day-to-day analyst and project management activities within the group.
The primary mission of our quality control plan is to provide staff with the technical and managerial expertise to plan, organize, implement, and control the overall quality effort, thereby ensuring the completion of a quality project within the time and budget established. The goals of the Willdan quality assurance / quality control process team are to:
▪ Establish a set of planned and systematic actions for maintaining a high level of quality in the professional services performed;
▪ Establish a consistent and uniform approach to the services performed; ▪ Ensure efficient use of resources;
▪ Emphasize quality in every phase of work; and
▪ Implement appropriate quality control measures for each work task of the project.
Willdan’s DAS group has also established a Consulting Project Review Team to review the financial and written documentation prepared in conjunction with special district formation, annexation, re-engineering, refunding and benefit assessment analysis engagements. Each work product is reviewed by a project manager who was not involved in the initial preparation of the deliverables. This independent reviewer will compare the documentation against a checklist specifically developed for these types of projects.
Property Owner Service Representatives
Willdan acts as the primary contact to assist and answer questions from property owners or other interested
parties regarding assessments / special taxes. Willdan’s toll-free telephone number will be provided to Orange
County for inclusion on property tax bills, so that property owners can call with questions throughout the year.
Likewise, Willdan will field inquiries from City staff, lenders, and other interested parties concerning the
annual installments. Phone inquiries will be documented using Willdan’s proprietary computer system.
Willdan employs dedicated property owner service
representatives who respond to phone inquiries and
serve as the primary contact in answering questions
related to charges, assessments, and special taxes on
property owner tax bills. They utilize Willdan’s proprietary computer system, MuniMagic+, to quickly access the
owner’s name, APN, the existing taxes/assessments,
and more; thus, enabling expedient service. In addition, our phone system is specifically set up to automatically route calls to an available person so that property owners reach a live representative. This ensures that questions are answered promptly and City staff is not directly impacted by these calls but instead can be confident that property owner inquiries are answered expediently and professionally.
Property Owner Service Representatives are available to respond to phone calls from 8:00 am until 5:00 pm, Monday through Friday (excluding major holidays when Willdan offices are closed).
These individuals have been trained to respond to questions relating to fees, charges, assessments, and special taxes. To allow for consistent answers to common questions, we have established scripts for our clients, such as:
▪ What are the charges funding?
▪ How long will the charge be levied?
▪ Can it be paid off?
▪ Will it increase?
Our representatives field property
owner and other interested
parties’ questions in
English, Spanish, Vietnamese,
Korean, Gujarati, Hindi, & German.
Assessment District Engineering and Administration Services 6 City of Anaheim, CA
Distinguishing Attributes
Experienced Team
Our staff deeply understands the fiscal and operational challenges local governments face in today’s economic climate; tightening revenues, rising fixed costs, infrastructure needs, and shifting service demands . We have adapted our practice to support agencies’ revised budget policies and public service priorities. We provide targeted assistance and transparent reporting tools to help elected officials and staff make informed, accountable decisions.
Fiscal Stability
To establish our financial stability, we are providing the following information.
Willdan Group, Inc. (WGI) has sustained a healthy financial performance record due to the outstanding performance of our operating divisions and a strong, dependable reputation in municipal consulting.
A snapshot of WGI’s financial statistics have been provided to the right demonstrating our financial position and stability.
As a publicly traded company (WLDN), Willdan must provide public financial information as required by the SEC. Additional detailed financial statements and annual reports are included on our webpage (http://ir.willdangroup.com/).
Extensive Public Sector Experience
For more than 60 years, Willdan has proudly contributed to the development of groundbreaking financial, energy, and engineering solutions. Our expertise has played a pivotal role in transforming the landscape of government operations , driving efficiency, innovation, and sustainable growth for our clients. We serve all levels of government and collaborate with government staff, constituents, developers, officials, and other professional services firms.
Community Investment
Much of our success in developing impactful programs and studies is due to our experiences in meeting with citizen / stakeholder groups and elected officials. Our ability to explain technical information in a concise, understandable manner is a fundamental reason for our high degree of success. Willdan staff takes the time to include and inform the Community.
Financial Stability
▪ In business for 60 years
▪ Approximately 1,800 employees
▪ Fiscal Year 2025 Consolidated
Contract Revenue over $680M
▪ Market capitalization of $1.31 Billion
(August 2026)
▪ $50 million Line of Credit with the
ability to increase up to $60 million
Assessment District Engineering and Administration Services 7 City of Anaheim, CA
6.3. Technical Approach
Project Understanding
Willdan Financial Services (“Willdan”) understands that the City of Anaheim (“City”) is seeking a qualified Assessment Engineer to provide comprehensive annual assessment engineering and administration services for the Anaheim Resort Maintenance District (“ARMD” or “District”). Established in 1999, the District supports enhanced public improvements and services within Anaheim’s visitor-serving area through assessments collected on the Orange County secured property tax roll. The successful administration of the District requires a coordinated annual process that combines sound assessment engineering, accurate parcel and assessment information, timely preparation of the Engineer’s Report, and effective coordination with City and County staff.
A primary objective of this engagement is to maintain an annual assessment program that is accurate, transparent, legally defensible, and consistent with the City’s adopted assessment methodology and applicable requirements of the Landscaping and Lighting Act of 1972 and Proposition 218. This requires more than preparation of the annual levy. Willdan recognizes the importance of maintaining complete and auditable parcel, assessment, and GIS records; reconciling annual budgets and assessment calculations; identifying and resolving parcel or data discrepancies; and ensuring that the Engineer’s Report, assessment roll, mapping, and supporting analyses remain internally consistent throughout the annual process. The City is also seeking a consultant that can provide continuity and proactive support throughout the fiscal year. Accordingly, our approach will emphasize responsive project management, early identification of issues that could affect statutory deadlines or County enrollment, coordination with Orange County, and timely technical assistance related to parcel changes, assessment calculations, GIS information, delinquency trends, and stakeholder inquiries. Just as important, project records, methodologies, calculations, and electronic work products will be maintained in an organized and acc essible manner so that the City retains a complete record of District administration and the institutional knowledge necessary for long - term continuity.
Through this engagement, Willdan’s goal is to provide the City with a dependable and well-managed annual assessment process that minimizes the administrative burden on City staff while maintaining the technical accuracy, documentation, responsiveness, and professional oversight necessary to support the continued administration of the ARMD.
Annual Assessment Administration
The following scope addresses the overall coordination and management of the District’s annual assessment administration process, including project scheduling, communication, milestone tracking, and ongoing coordination with City and County staff.
Task 1: Annual Project Kick-Off Meeting
Schedule an annual kick-off meeting with City staff to review existing District information; confirm project objectives, responsibilities, and communication protocols; and identify and discuss changes that may affect the upcoming annual assessment cycle. Discussion may include District budget considerations, parcel or development changes, assessment administration issues, statutory or legislative changes, and other matters that may affect preparation and enrollment of the annual assessments.
The meeting will also be used to confirm City review periods, key milestones, County submission deadlines, and required work products.
Task 2: Annual Assessment Administration Schedule
Prepare and maintain an annual assessment administration schedule identifying key dates and timeframes for the annual levy process, including statutory deadlines, City review periods, annual levy proceedings, Orange County submission requirements, and required work product due dates.
The schedule will be reviewed with City staff and updated, as necessary, throughout the annual assessment cycle.
Task 3: Project Management, Coordination, & Status Reporting Provide ongoing project management and coordination with City staff, Orange County, and other stakeholders, as necessary. Willdan will monitor project progress and critical deadlines; maintain records of significant decisions, issues, and action items; and provide routine status updates regarding completed activities, outstanding items, upcoming milestones, and potential schedule impacts.
Assessment District Engineering and Administration Services 8 City of Anaheim, CA
Willdan will proactively identify issues that may affect annual assessment administration and recommend practical solutions or process improvements to support efficient and timely administration of the District.
Deliverables:
▪ Annual Assessment Administration Schedule
▪ Kick-Off Meeting Summary
▪ Periodic Project Status Updates
▪ Project Records and Action-Item Documentation
Assessment Engineering, Engineer’s Report, & Annual Levy The following scope addresses the annual assessment engineering analysis, including review of District costs and assessment requirements, application of the adopted methodology, preparation of assessment calculations, and completion of the annual Engineer’s Report.
Task 1: Budget Review & Assessment Requirements
Review the annual District budget provided by the City and coordinate with City staff regarding budget assumptions, maintenance and operating costs, administrative and incidental expenses, capital requirements, and other costs applicable to the annual assessment.
Willdan will evaluate projected assessment revenues and cost recovery and identify significant funding or assessment considerations affecting the upcoming fiscal year.
Task 2: Assessment Methodology & Annual Calculations
Apply the City's adopted assessment methodology and applicable benefit allocation factors to calculate the annual assessments.
Willdan will prepare and review the annual assessment model, assessment calculations, benefit allocations, cost allocations, levy reconciliations, and supporting financial analyses. Historical assessment information will also be reviewed to identify and document significant year-over-year changes or variances.
Task 3: Draft Engineer’s Report
Prepare the annual Engineer's Report in accordance with the Landscaping and Lighting Act of 1972, Article XIII D of the California Constitution (Proposition 218), the City's adopted assessment methodology, and other applicable requirements.
The Engineer's Report will include, as applicable:
▪ Description of improvements and services;
▪ Annual maintenance, operation, administration and
incidental cost estimates;
▪ District budget and assessment calculations;
▪ Method of apportionment;
▪ Benefit analysis;
▪ Assessment Roll;
▪ Assessment diagrams, maps and exhibits;
▪ Required Engineer certifications and affidavits; and
▪ Supporting appendices and technical documentation.
Task 4: Final Engineer’s Report & Annual Levy Support
Provide the Draft Engineer's Report and supporting calculations to City staff for review. Willdan will address City comments and revise the report, assessment calculations, maps, exhibits, and supporting documentation, as appropriate.
A Final Engineer's Report and Assessment Roll will be prepared for the annual levy proceedings and subsequent County enrollment.
Deliverables:
▪ Annual Assessment Model
▪ Budget Reconciliation
▪ Assessment Calculations and Supporting Analyses
▪ Draft Engineer's Report
▪ Final Engineer's Report
▪ Final Assessment Roll
▪ Technical Memoranda, as Necessary
Assessment District Engineering and Administration Services 8 City of Anaheim, CA
Assessment Information Management
The following scope addresses the maintenance, validation, and reconciliation of the District’s parcel, assessment, database, and GIS information to support accurate annual assessment administration and long-term record integrity.
Task 1: Assessment Database Maintenance
Maintain and update the District assessment database utilizing current Orange County Assessor secured roll information, existing City and District records, available third-party resources, and information provided by the City.
Updates may include:
▪ New or removed parcels;
▪ Parcel splits and mergers;
▪ Lot line adjustments;
▪ Ownership and mailing address changes;
▪ Land use and development changes;
▪ Benefit classifications;
▪ Hotel room counts, where applicable;
▪ Assessment variables; and
▪ Other parcel characteristics used in the calculation of annual assessment
The database will maintain the parcel and assessment information necessary to support annual assessment calculations, the Engineer’s Report, and County enrollment.
Task 2: Parcel Research, Reconciliation, & Validation
Review parcel and assessment information to identify inconsistencies or discrepancies affecting annual assessments.
Willdan will research parcel changes, assessment eligibility, ownership information, boundary conditions, benefit classifications, and other assessment variables and coordinate identified issues with City staff for resolution.
As directed by the City, Willdan may utilize available GIS information, aerial imagery, field verification, development information, and other supporting documentation to validate parcel and assessment information.
Task 3: Parcel and Assessment Change Tracking
Maintain historical assessment records and an auditable record of significant parcel and assessment changes, including parcel revisions, ownership changes, parcel splits and mergers, lot line adjustments, assessment-variable changes, and modifications affecting the Extended Landscape Zone.
Willdan will prepare and maintain a parcel/assessment change log identifying material changes made during each annual assessment cycle.
Task 4: GIS Database & Mapping Maintenance
Maintain GIS information necessary to support annual assessment administration and preparation of the Engineer’s Report. Willdan will coordinate updates to GIS information with the assessment database to help ensure consistency between parcel records, assessment calculations, District boundaries, and mapping.
Assessment-related GIS work may include preparation and maintenance of:
▪ District boundary maps;
▪ Extended Landscape Zone exhibits;
▪ Assessment diagrams;
▪ Parcel and benefit exhibits; and
▪ Other mapping necessary to support annual administration, audits, and special studies.
Task 5: Electronic GIS & Database Deliverables
Prepare and maintain editable GIS and assessment information in accordance with the City's electronic deliverable requirements. GIS deliverables may include ArcGIS Pro Project files, ArcGIS Pro Project Packages when requested, File Geodatabases, Layer Files, maps, layouts, exhibits, metadata, and supporting documentation.
Willdan will provide electronic deliverables in editable formats suitable for the City's independent long -term use and maintenance.
Deliverables:
▪ Updated and Validated Assessment Database;
▪ Parcel and Assessment Change Log;
▪ Database Validation Memorandum;
▪ Updated GIS Database;
▪ District Boundary and Extended Landscape Zone
Exhibits; and
▪ Editable GIS Files and Supporting Documentation.
Assessment District Engineering and Administration Services 9 City of Anaheim, CA
Technical Support & Continuing Administration
The following scope addresses County enrollment, post-enrollment coordination, ongoing technical assistance, delinquency monitoring, parcel-specific research, and support provided throughout the fiscal year.
Task 1: Orange County Assessment Enrollment
Coordinate the annual assessment enrollment with the Orange County Auditor-Controller, Assessor, and other County departments, as necessary.
Willdan will prepare and submit approved assessment amounts by Assessor's Parcel Number in the media, format, and configuration required by the County, together with supporting documentation necessary for placement on the secured property tax roll.
Task 2: County Exceptions & Post-Enrollment Adjustments Research and resolve County enrollment exceptions and other issues affecting assessment administration. Services may include updating parcel-number changes, correcting enrollment information, coordinating amended tax bills or segregated assessments, preparing tax-roll correction or removal requests, and addressing other post-enrollment adjustments.
Willdan will coordinate identified issues with City and County staff and confirm resolution, as applicable .
Task 3: Post-Enrollment Reconciliation
Following County processing, reconcile the assessments submitted by Willdan to the assessments actually applied to the secured tax roll.
Willdan will identify and document material variances and provide the City with confirmation of successful County enrollment and resolution of identified exceptions.
Task 4: Delinquency Monitoring & Analysis
Monitor assessment delinquencies and collection trends and provide summary information or analysis when requested by the City.
Any material collection trends or issues identified through this review will be communicated to City staff.
Task 5: Property Owner & Stakeholder Support
At the City's direction, provide technical assistance in responding to property owners, taxpayers, and other stakeholders regarding the adopted assessment methodology, parcel-specific calculations, annual levy procedures, GIS information, and other assessment-related matters.
Willdan may prepare written responses, exhibits, parcel research, calculations, or other supporting information necessary to assist City communications.
Task 6: Ongoing Technical Assistance
Provide ongoing technical assistance throughout the fiscal year regarding parcel research, assessment calculations, field verification, GIS interpretation, the adopted assessment methodology, and the Engineer's Report.
As requested, Willdan will prepare technical memoranda, exhibits, and supporting analyses and will advise the City regarding issues or process improvements affecting the continued administration of the District.
Deliverables:
▪ County Enrollment Files and Supporting Documentation
▪ Enrollment Confirmation
▪ Post-Enrollment Corrections/Correspondence, as Necessary ▪ Technical Memoranda and Supporting Analyses
▪ Delinquency Analysis, When Requested
▪ Property Owner/Stakeholder Support Documentation
Assessment District Engineering and Administration Services 10 City of Anaheim, CA
Optional Professional Services
The following scope addresses additional assessment engineering and technical services that may be requested by the City on an as-needed basis and performed only upon City authorization.
District Modifications, Annexations & Boundary Adjustments Provide assessment engineering assistance for authorized District modifications, annexations, boundary adjustments, Extended Landscape Zone modifications, and related benefit methodology evaluations.
Services may include parcel research, assessment analysis, mapping, technical documentation, and preparation or modification of Engineer's Reports and other required materials.
Proposition 218 Proceedings
Provide assessment engineering support for authorized Proposition 218 proceedings involving new or increased assessments.
Services may include updating affected parcel databases, calculating proposed assessments, preparing or updating the Engineer's Report, preparing notices and ballots, supporting public hearings, and assisting with ballot tabulation and related technical documentation.
Special Studies & Technical Analyses
Prepare authorized special assessment studies, financial analyses, GIS analyses, parcel research, benefit methodology evaluations, or technical memoranda requested by the City.
Litigation & Expert Witness Support
Provide technical support related to litigation or administrative proceedings, as requested by the City, including document review, technical analyses, declarations, exhibits, expert reports, and expert testimony.
Additional Engineer's Reports & Other Assessment Engineering Support Prepare additional Engineer's Reports and supporting documentation for authorized projects and provide assessment engineering support for grant applications, capital improvement planning, and other City initiatives, as requested.
Deliverables will be established based on the specific assignment authorized by the City and may include:
▪ Technical Memoranda
▪ Special Studies
▪ GIS Analyses and Exhibits
▪ Proposition 218 Documentation
▪ Litigation/Expert Witness Documentation
▪ Additional Engineer's Reports
▪ Supporting Calculations and Assessment Models.
Transition Assistance
The following scope addresses the orderly transfer of District records, databases, GIS files, assessment models, and other work products to the City or a successor consultant upon expiration or termination of the Agreement.
Task 1: Transition Planning & Coordination
Upon expiration or termination of the Agreement, coordinate with the City and, as applicable, any successor consultant to facilitate the orderly transfer of responsibilities and maintain continuity of annual assessment administration.
Willdan will identify outstanding activities, upcoming deadlines, active issues, and other information necessary to support the transition.
Task 2: Transfer of Assessment & Administrative Records Compile and transfer all District assessment databases, historical assessment records, parcel and assessment change information, assessment models, calculation files, Engineer's Report files, technical memoranda, templates, and supporting documentation developed or maintained under the Agreement.
Assessment District Engineering and Administration Services 11 City of Anaheim, CA
Task 3: Transfer of GIS & Electronic Work Products
Provide GIS files and supporting documentation, including ArcGIS Pro project files, geodatabases, metadata, maps, exhibits, and other electronic work products developed under the Agreement.
All applicable work products will be provided in editable electronic formats consistent with the City's required electronic deliverable and file standards.
Task 4: Transition Support
Provide reasonable assistance requested by the City during the transition period, including responding to questions regarding District records, assessment methodology, calculations, databases, GIS information, annual procedures, or outstanding administrative matters.
Deliverables:
▪ Complete Transition Package
▪ Assessment Databases and Historical Records
▪ Assessment Models and Calculation Files
▪ GIS Files and Supporting Documentation
▪ Engineer's Report Files and Templates
▪ Technical Memoranda and Other Work Products
▪ Transition Documentation
Client Responsibilities
Willdan will rely on the City to designate a Project Manager and provide available information and documentation reasonably necessary for the annual administration of the District.
As applicable, City responsibilities will include:
▪ Designate a City Project Manager to serve as Willdan’s primary point of contact and coordinate with appropriate City departments.
▪ Provide available historical Engineer’s Reports, assessment methodology documentation, assessment databases and models, GIS information, District maps and exhibits, and other relevant reference materials. ▪ Provide annual District budget information, maintenance and operating costs, and other financial information necessary to prepare the annual assessment calculations and Engineer’s Report. ▪ Provide available information regarding development activity, parcel changes, District improvements, or other conditions that may affect the annual assessment administration. ▪ Coordinate City review of draft work products and provide consolidated comments, direction, and approvals within the agreed-upon project schedule.
▪ Make applicable policy determinations and approve annual levy proceedings, legislative actions, and other Cityauthorized actions necessary to administer the District. ▪ Retain sole authority for the adoption of annual assessments and all related City actions.
Willdan will rely upon the accuracy and completeness of information and documentation provided by the City and its representatives in performing the services described herein.
Assessment District Engineering and Administration Services 12 City of Anaheim, CA
Project Disclaimer
Willdan is a registered municipal advisory firm with the U.S. Securities and Exchange Commission (“SEC”), as such the City of Anaheim represents, acknowledges, and agrees that Willdan is not acting as a “municipal advisor” (as defined by the SEC), to the City, in any capacity as it relates to the project proposed in this Assessment Engineering Services RFP.
(i) The City uses, or may use, the services of one or more municipal advisors registered with the SEC to advise it in connection with municipal financial products and the issuance of municipal securities; (ii) The City is not looking to Willdan to provide, and the City shall not otherwise request or require Willdan to provide any advice or recommendations with respect to municipal financial products or the issuance of municipal securities (including any advice or recommendations with respect to the structure, timing, terms, and other similar matters concerning such financial products or issues);
(iii) The provisions of this proposal and the services to be provided hereunder as outlined in the scope of services are not intended (and shall not be construed) to constitute or include any municipal advisory services within the meaning of Section 15B of the U.S. Securities Exchange Act of 1934, as amended (the “Exchange Act”), and the rules and regulations adopted thereunder;
(iv) For the avoidance of doubt and without limiting the foregoing, in connection with any revenue projections, cash - flow analyses, feasibility studies and/or other analyses Willdan may provide the City with respect to financial, economic or other matters relating to a prospective, new or existing issuance of municipal securities of the City , (A) any such projections, studies and analyses shall be based upon assumptions, opinions or views (including, without limitation, any assumptions related to revenue growth) established by the City , in conjunction with such of its municipal, financial, legal and other advisers as it deems appropriate; and (B) under no circumstances shall Willdan be asked to provide, nor shall it provide, any advice or recommendations or subjective assumptions, opinions or views with respect to the actual or proposed structure, terms, timing, pricing or other similar matters with respect to any municipal financial products or municipal securities issuances, including any revisions or amendments thereto; and
(v) Notwithstanding all of the foregoing, the City recognizes that interpretive guidance regarding municipal advisory activities is currently quite limited and is likely to evolve and develop during the term of the potential engagement and, to that end, the City will work with Willdan throughout the term of the potential Agreement to ensure that the Agreement and the services to be provided by Willdan hereunder, is interpreted by the parties, and if necessary amended, in a manner intended to ensure that the City is not asking Willdan to provide, and Willdan is not in fact providing or required to provide, any municipal advisory services.
Assessment District Engineering and Administration Services 13 City of Anaheim, CA
6.4. Project Team
Our management and supervision philosophy for the project team is very simple; staff every position in sufficient numbers with experienced, capable personnel to deliver increased responsiveness and superior work deliverables.
With that philosophy in mind, we propose this engagement with experienced professionals. We are confident that our team possesses the depth of experience that will successfully fulfill the desired work performance.
Key Team Members
City of Anaheim | Project Team
Team Member Project Role Project Responsibilities
Michelle Laase
Project Manager Project Manager
▪ Ensure client satisfaction, communication, and overall project oversight ▪ Manage project schedule, staffing, and coordination with City staff ▪ Provide technical guidance and oversight of annual administration ▪ Disseminate information specific to applicable legislative changes Susana Hernandez, MA
Senior Project Manager
Co-Project Manager
▪ Oversee day-to-day annual administration activities and project team coordination
▪ Coordinate schedules, deliverables, and County enrollment activities ▪ Work closely with the Project Manager and technical advisors to implement best practices and resolve project issues
Stacee Reynolds, MS
Principal Consultant
Technical Advisor
▪ Provide senior-level technical guidance and quality oversight ▪ Advise on assessment methodology, annual administration, and complex District issues
▪ Provide guidance regarding applicable legislative and regulatory changes
▪ Support special assessment engineering projects, as needed Miranda Cervantes
Senior Analyst Project Analyst
▪ Collect, research, interpret, and maintain parcel and assessment data ▪ Assist with assessment database validation and annual levy preparation
▪ Prepare levy files and perform peer review
▪ Support parcel research, reconciliation, and overall data management ▪ Assist with assessment calculations, levy preparation, and quality control
Clark Rhodes
Analyst I
Analytical Support
Tyrone Peter, PE
Civil Engineer Assessment Engineer
▪ Provide Assessment Engineer review and technical guidance ▪ Review, sign, and certify the annual Engineer's Report and supporting assessment documentation
Staff Continuity
The District Administration Services group is made up of over 30 professionals, and over 90 firm-wide, who can be called upon as needed; we are confident that our team possesses the depth of experience that will successfully fulfill the desired work performance. Additionally, Willdan Group Inc. is composed of over 1,800 employees, including a cadre of public finance experts.
If necessary, Ms. Laase can recruit additional, qualified individuals from our employee roster to assist with the completion of this engagement to deliver the final materials on time and within budget.
Resumes
Resumes for the proposed project team are provided as an appendix for reference.
It is important to note that
Ms. Laase has been with
Willdan for 10 years, ensuring
the City of Anaheim
continuity and dedication in
staffing during the
completion of the project
Assessment District Engineering and Administration Services 14 City of Anaheim, CA
6.5. References
Provided below are project descriptions, which include client contact information, demonstrating Willdan’s ability to provide multi-services to a single client. We are proud of our reputation for customer service and encourage you to contact our past clients regarding our commitment to excellence.
City of Perris, CA
1972 Act & Community Facilities District Administration Services Willdan has worked with the City of Perris since 2017 and possesses an intimate knowledge of the inner workings of their objectives and policies, as well as the history, rationale and modifications that have been incorporated into their CFDs.
Willdan performs the annual administration of the City of Perris’ special districts; 36 CFDs (19,000+ parcels), the Lighting Maintenance District No. 84-1 (14,000+ parcels), the Flood Control Maintenance District No. 1 (10,000+ parcels), and Landscape Maintenance District No. 1 (13,000+ parcels). Willdan is responsible for database maintenance, researching parcel changes, and preparing and providing the annual levy of special taxes. The administration of these districts involves the gathering of data related to parcel development and changes, analysis of district funds, as well as arbitrage rebate and continuing disclosure report preparation and dissemination (for the CFDs).
As a result of issues encountered during the economic downturn, Willdan was called on to re-evaluate and in some cases, modify existing CFDs in the City, and review overall policies and procedures specific to CFD formation. In the case of one CFD, it was necessary to modify the special tax rates and documents to account for the decline in property valuations, and the increase in delinquency, foreclosure, and bankruptcy rates. Willdan team members also worked with the City to incorporate provisions into their policies and new formations based on these lessons learned. They drew upon our in-depth understanding of how each CFD was established rather than applying a single, global methodology, which could have resulted in incorrect charged amounts to property owners. Finally, in recent years, we have successfully formed, and supported bond issuance for, Community Facilities District 2014-1 (Avelina) and CFD 2018-1 (Green Valley). We have also prepared numerous annexations on the City’s behalf as well.
Willdan continues to meet regularly with City staff and other City consultants to review CFD approaches and methodologies utilized, and to ensure current best practices and industry accepted approaches are being employed.
Client Contact: Matthew Schenk, CPA, Director of Finance 101 North “D” Street, Perris, CA 92570
Tel #: (951) 943-4610 | Email: [email protected] Dates of Service: February 2017 – Ongoing
City of Chino Hills, CA
Special District Administration Services
Since 2005, Willdan has provided special district administration services to the City of Chino Hills, which at present includes the Landscaping and Lighting, Maintenance Assessment Districts, and Community Facilities Districts. In aggregate there are 5 Landscaping and Lighting and Maintenance Assessment Districts, consisting of approximately 38,500 active parcels, and 9 CFDs consisting of more than 17,600 active parcels, with 7 of the 9 CFDs involved in a Marks Roos bond pool.
Responsibilities include database maintenance, researching parcel changes, analysis of district funds and preparing and providing the annual levy of special taxes and assessments.
Client Contact: Christa Buhagiar, Finance Director
14000 City Center Drive, Chino Hills, CA 91709
Tel #: (909) 364-2642 | Email: [email protected] Dates of Service: September 2005 – Ongoing
Assessment District Engineering and Administration Services 15 City of Anaheim, CA
City of Rancho Mirage, CA
Special Tax Consulting Services
Willdan provides comprehensive annual administration services for the City of Rancho Mirage’s 1915 Act Assessment Districts, five Community Facilities Districts, and Landscaping & Lighting District No. 87-01, including Zones A through F and the Citywide Median Zone. Willdan also administers three citywide special taxes that fund fire and park maintenance services. In total, more than 80,000 parcels are levied annually. Additionally, Willdan has played a pivotal role in the formation and administration of CFD 5 at the new Cotino – Storyliving by Disney Community, including acting as the Special Tax Consultant or for the 2024 bond issuance.
Willdan staff maintains and periodically updates the electronic parcel database; annually calculates and apportions assessments and special taxes; prepares Council resolutions and applicable Engineer’s Reports and Special Tax Reports; submits assessment and special tax levies; researches parcel exceptions; responds to property owner inquiries; monitors delinquencies; and attends meetings as needed.
Client Contact: Kofi Antobam, CPA, CFE, CIA, Director of Administrative Services 69825 Highway 111, Rancho Mirage, CA 92270
Tel #: (760) 324-4511, Ext 232 | Email: [email protected] Dates of Service: August 2019 – Ongoing
Assessment District Engineering and Administration Services 16 City of Anaheim, CA
6.6. Exceptions
Willdan has reviewed the City’s sample agreement and requests no changes to the terms and conditions, Willdan will sign the agreement as presented with the City’s RFP.
Assessment District Engineering and Administration Services A City of Anaheim, CA
Appendix – Resumes
Michelle Laase
Project Manager
Ms. Michelle Laase serves as a Project Manager within Willdan’s District Administration Services group. Community Facilities Districts (CFDs), Local Improvement Districts, and Landscape and Lighting Districts are some of the special districts she administers.
Ms. Laase oversees the research and analysis required for local government financial issues related to district administration, including document data entry and updating, database management, and research and report preparation. She also provides general information on questions pertaining to assessment districts and special taxes, as well as the status of property delinquencies.
Ms. Laase came to Willdan with ten years of combined finance and accounting experience.
Prior to joining Willdan, she spent time as an analyst for a Fortune 100 corporation and held accounting positions where she was responsible for general ledger accounting, payroll, accounts payable and receivable, year-end close, and journal entries for nonprofit 501(C)(3) charter school clients.
Relevant Project Experience
City of Roseville, CA – Ms. Laase provides support to the senior team in the day-to-day district administration of the City’s Community Facilities Districts and Landscaping and Lighting Districts.
City of Murrieta, CA – Ms. Laase manages the annual administration of the City’s special districts, which include 31 Landscaping and Lighting District zones, a city-wide Community Services District (CSD), a park tax, an Assessment District, a fire tax and 14 Community Facilities Districts. Her responsibilities include maintaining the parcel database(s), gathering data related to parcel development and changes, preparing Engineer’s Reports, preparing and providing the annual levies, analyzing district fund balances and cash flow, monitoring delinquencies, and attending necessary client and Council meetings.
City of Chino Hills, CA – Ms. Laase coordinates the annual administration of the City’s Community Facilities Districts, Landscaping and Lighting Districts and Maintenance Districts.
The work involved in this project includes database maintenance, researching parcel changes, and preparing and providing the annual levy of special taxes. In total, Ms. Laase manages the City’s 14 special districts comprised of over 45,000 parcels.
City of Fillmore, CA – Ms. Laase manages the annual administration of the City’s five Community Facilities Districts, two special taxes, seven 1982 Act Districts, and two 1972 Act Districts with 27 zones and sub-zones. In total over 17,200 parcels are administered. Her responsibilities include maintaining the parcel database(s), gathering data related to parcel development and changes, preparing Engineer’s Reports, preparing and providing the annual levy, analyzing district fund balances and cash flow, monitoring delinquencies, preparing continuing disclosure reports, and attending necessary client and Council meetings. She also performs annexations of new development projects into the City’s Lighting and Landscape Maintenance District.
City of Victorville, CA – Ms. Laase is responsible for the administration of the City of Victorville’s 17 Districts, which is comprised of 15 Assessment District and two CFDs, with a count of over 43,000 parcels. Her responsibilities include maintaining the parcel database(s), gathering data related to parcel development and changes, responding to property owner payoff requests, and calculating the levy for each district.
Education
Bachelor of Science,
Business Administration
Accounting,
Brandman University
Areas of Expertise
Landscaping and
Lighting Districts
Mello-Roos Community
Facilities Districts
1913/1915 Acts
Assessment Districts
18 Years of Experience
Assessment District Engineering and Administration Services B City of Anaheim, CA
Education
Master’s Degree,
Political Science,
American Public
University
Bachelor of Science
in Mathematics /
Applied Science, with
an emphasis in
Management and
Accounting,
University of
California, Los
Angeles
Areas of Expertise
Assessment Districts
Community Facilities
Districts
Local Improvement
Districts
Property and
Business
Improvement Districts
Sewer Districts
Community Services
Districts
Analyzing District
Finances
District Audits
Redeeming Bonds
Apportionments
Delinquency
Management
Municipal Disclosure
Special District
Formations and
Annexations
Bond Financings
Bond Refundings
20 Years’ Experience
Susana Hernandez, MA
Co-Project Manager
Ms. Susana Hernandez brings extensive experience with Community Facilities Districts, Landscaping and Lighting Districts, sewer and flood control financing, and delinquency management. As a Senior Project Manager she supports district formation through detailed research and analysis, helping public agencies navigate the financial and procedural complexities of special district implementation. Ms. Hernandez regularly provides guidance to agency personnel and property owners on assessment methodologies, special tax structures, and delinquency matters—ensuring transparent and effective communication throughout the process.
Current Projects
Ms. Hernandez manages administration services of various types of land-based special financing districts; the following are six recent and ongoing projects. ▪ Metropolitan Water District of
Southern California, CA
▪ City of Indio, CA
▪ City of Irvine, CA
▪ Newport Beach, CA
▪ Upper San Gabriel Water District, CA
▪ Mission Springs Water District, CA
▪ City of Fairfield, CA
Relevant Project Experience
General District Administration – Ms. Hernandez manages the day-to-day district administration of over 200 special districts throughout California. General district administration duties include preparing the annual report, calculating and apportioning special taxes/assessments, maintaining and updating an electronic database, submitting levies to the County Auditor/Controller’s Office, researching and resubmitting installment amounts to the County, fielding inquiries via Willdan’s toll-free number, monitoring delinquencies, preparing the annual CDIAC report, preparing Notices of Special Tax, calculating written prepayment quotes for special tax liens, and performing all bond call spreads. 1972 Act Landscape and Lighting Districts – Ms. Hernandez manages and serves as the administrator on over 20 landscaping and lighting districts for agencies throughout California including: Camarillo, Covina, Irvine, Irvine USD, Indio, Livingston, Indio, and West Sacramento.
Water & Sewer Standby Charges – Ms. Hernandez manages and serves as administrator for the water/sewer standby charges for The Metropolitan Water District of Southern California, Mission Springs Water District, and Calleguas Municipal Water District. She has prior experience with the standby charges for Three Valleys Municipal Water District, Calleguas Municipal Water District, Upper San Gabriel Water District, Walnut Valley Water District and the City of Adelanto Water Standby Charge.
Community Facilities Districts and 1915 Act Districts – Ms. Hernandez manages and serves as the administrator for over 100 CFDs and 1915 Act Districts for agencies throughout California, including the Cities of Covina, Fairfield, Indio, Irvine, and Livingston, West Sacramento, and Newport Beach, among others.
Annual Administration of Sewer Districts – Ms. Hernandez manages and serves as the expert consultant for sewer districts with intricacies that include senior discounts, coordination with private utility companies, manipulation of data to locate the corresponding APN based on parcel characteristics, and calculation of the sewer charge amount. She currently assists Covina, Pinole, Delta Diablo Sanitation District, and Mission Springs Water District and has prior experience with the sewer districts in Rialto, Irwindale and La Puente.
Special District Formations and Annexations – Ms. Hernandez has formed Community Facilities and Landscape Maintenance Districts for various agencies, including the Cities of Covina, Fairfield, Hanford, Kingsburg, Livingston, Lemon Grove, Lemoore, McFarland, Indio, Moreno Valley, Rialto, Riverbank, and Tehachapi; as well as the annexation of parcels to existing districts. Her duties include preparation of the Consent and Waiver forms, petitions, resolutions.
Assessment District Engineering and Administration Services C City of Anaheim, CA
Education
Master of Science,
University of Phoenix
Bachelor of Science,
LaSalle University
Areas of Expertise
Benefit/Maintenance
Assessment Districts
Special District
Formation/
Annexation/ReEngineering Community
Facilities Districts
Marks-Roos Pools
Local Improvement
Districts
Professional Affiliations
California Society of
Municipal Finance
Officers
Municipal Management
Association of Southern
California
26 Years’ Experience
Stacee Reynolds, MS
Technical Advisor
Ms. Reynolds is a Principal Consultant with Willdan’s District Administration Services group and will serve as the Technical Advisor for the City of Anaheim engagement She will ensure continuity, and provide strategic guidance. She has extensive experience with the administration of Community Facilities Districts, Local Improvement Districts, Benefit/Maintenance Assessment Districts, and other special districts. Her responsibilities have included creating and maintaining district databases, preparing annual assessments and charges, submitting assessments to counties, calculating prepayments, preparing bond calls, and providing customer service to agencies, title companies, and property owners.
Ms. Reynolds also has expertise in benefit analysis, formations, annexations, re-engineering, and PBID renewals. She has contributed to reviews of special vs. general benefit and assessment modifications to ensure compliance with Proposition 218 and evolving case law.
With over 26 years of combined experience in accounting, finance, and project management, Ms. Reynolds previously served as a contract system specialist with SAP Public Services in Washington, DC, managing government agency contracts.
Relevant Project Experience
City of Roseville, CA – Annual Administration Services: Ms. Reynolds oversees the annual administration of the City’s Community Facilities Districts and Landscaping and Lighting District; her primary duties include the review of the annual Engineer’s Reports, resolutions, updated parcel databases, fees, and submission of levies in excess of $59,000,000 on over 71,000 parcels.
City of Santa Clarita, CA ‒ Special District Administration Services: Ms. Reynolds supervises the daily administration of the City’s Community Facilities District, Open Space Preservation District (65,000 parcels), Landscape Maintenance District (approximately 50 zones comprised of 91,000 parcels), Streetlight Maintenance Districts (approximately 58,600 parcels), Drainage Benefit Assessment Districts (3,954 parcels), and Stormwater Pollution Prevention Fee District (approximately 65,000 parcels). Her duties include the review of the annual Engineer’s Reports, resolutions, updated parcel databases, fees, and submission of levies to the County of Los Angeles.
City of Paso Robles, CA – Assessment Re-engineering: Ms. Reynolds completed the reengineering of the City’s El Paso de Robles Landscape and Lighting Maintenance District No.
1. It was the City’s desire to combine shared improvement areas, where feasible to simplify the overall district structure and to develop appropriate assessments for optimal service levels originally planned for all areas in the District. She assisted in the preparation of the benefit assessment analysis, conducted the community outreach meetings, and prepared the Engineer’s Report, staff reports, resolutions and ballots for the areas designated as underfunded in the District. Upon completion of the project, 40 percent of the underfunded Zones approved the new increased assessment, which included an annual CPI inflator. This was the highest approval percentage in the last ten years specific to this District.
City of Compton, CA – Annual Administration Services: Ms. Reynolds oversees the administration of the City’s Landscaping and Lighting District and sewer charges, as well as updating the annual Engineer’s Report and parcel changes, and assisting with submittal charges totaling over $5 million on nearly 36,000 parcels.
Cities of Adelanto, Carpentaria, Chico, Covina, Loma Linda, Lynwood, Palm Desert, Paso Robles, Poway, Rialto, Ridgecrest, Santa Clarita, Tehachapi, Tracy, West Covina, and Desert Recreation District, CA: Assisted or performed audits, formations, annexations, reengineering or balloting work for each of listed public agency.
Assessment District Engineering and Administration Services D City of Anaheim, CA
Education
Master of Science,
University of Arizona,
in process
Bachelor of Arts,
San Diego
State University
Areas of Expertise
Landscape and
Lighting Districts
Benefit Assessment
Districts
Community Facilities
Districts
2 Years’ Experience
Education
Bachelor of Science,
Financial Mathematics
and Statistics
University of California,
Santa Barbara
Areas of Expertise
Landscape and
Lighting Districts
Benefit Assessment
Districts
Community Facilities
Districts
Local Improvement
Districts
4 Years’ Experience
Miranda Cervantes
Project Analyst
Ms. Miranda Cervantes is a Senior Analyst in Willdan’s District Administration Services group.
As a Project Analyst, Ms. Cervantes’ responsibilities include the administration of Community Facilities Districts, Landscaping and Lighting Districts and other types of special districts.
Duties include calculation of annual special taxes, updating critical parcel data, calculating special tax prepayments, preparing bond calls, financial analysis, cost allocation analysis and preparing continuing disclosure reports.
Relevant Project Experience
Ms. Cervantes serves as the project analyst and provides support under the guidance of Project Manager Michelle Laase. Her assigned tasks include updating content within the Engineer’s Report, preparing resolutions specific to the Intent Meeting and Public Hearing, inputting and updating of parcel data, researching parcel changes, reviewing charge-exempt parcels, preparing applied reports and providing general information on questions relating to the assessments/taxes. She is currently assisting in the administration of the following clients.
City of Fillmore, CA: Ms. Cervantes assists in the administration of the City of Fillmore’s five Community Facilities Districts, two special taxes, seven Benefit Assessment Districts, and two Landscaping and Lighting Districts with 27 zones and sub-zones.
City of Murrieta, CA: Ms. Cervantes assists in the administration of the City’s 31 Landscaping and Lighting Districts, a Community Services District (CSD), a park tax, an Assessment District, a fire tax and 15 Community Facilities Districts; comprised of over 117,000 parcels.
City of Rancho Mirage, CA: Ms. Cervantes assists in the administration of the City’s six Community Facilities Districts, six Landscaping and Lighting Districts, Assessment Districts, and three Special Citywide Districts. In total the parcel count exceeds 68,500.
City of El Dorado CSD, CA: Ms. Cervantes assists with the annual administration of the City’s multiple districts, which encompass over 38,000 parcels and generates over $8,000,000 in revenue for the Community Services District.
Clark Rhodes
Analytical Support
Mr. Clark Rhodes is an Analyst I within Willdan’s District Administration Services group. He brings over five years of analytical experience, with a strong background in data visualization, project coordination, and multi-source data integration. His technical skill set includes Power BI, SQL, Excel, and R, and he is adept at streamlining data workflows to improve operational efficiency.
Relevant Project Experience
Mr. Rhodes assists Analysts with many agencies, provided below is an abbreviated list of his current workload, these districts encompass various annual administration services including 1972 Act Districts, Community Facilities Districts and Assessment Districts. ▪ City of Bell, CA
▪ City of Compton, CA
▪ City of Cudahy, CA
▪ City of Glendora, CA
▪ City of Hawaiian Gardens, CA
▪ City of Huntington Park, CA
▪ City of Inglewood, CA
▪ City of Ojai, CA
▪ City of Santa Ana, CA
▪ City of Simi Valley, CA
▪ City of Paso Robles, CA
▪ City of Thousand Oaks, CA
▪ City of Ventura, CA
▪ Coachella Valley Vector Control District;
▪ City of Indio, CA
▪ County of Los Angeles, CA
▪ Ravenswood City School District,
East Palo Alto, CA
▪ Whittier City School District, CA
Assessment District Engineering and Administration Services E City of Anaheim, CA
Tyrone Peter, PE
Assessment Engineer
Mr. Tyrone Peter, PE, is an accomplished civil engineer who has worked on multiple assessment engineering projects and specializes in infrastructure cost engineering. Mr. Peter is known for providing innovative, quality engineering services to ensure project delivery within budget and schedule. He has 19-plus years of experience managing and designing various public works projects and has a solid foundation to understand what is needed to deliver a successful project.
Mr. Peter's experience includes design of state highways, new streets, street widenings, street realignments, pavement rehabilitations, light rail and railroad projects. Furthermore, he has participated in feasibility studies, assessment engineering projects, grade separation projects, flood control facility design and construction, and water and sewer projects. Mr. Peter has supervised feasibility studies, project study reports, project reports, and construction document preparations, grade certification issuances, construction administration projects, and construction inspections. He is proficient at managing large project teams with subconsultants spanning multiple technical disciplines. During his career, Mr. Peter has served as project manager, civil engineering task leader, supervising engineer, senior engineer, design engineer and designer for over 200 projects with design contracts ranging from $5,000 to $2.9 million.
Relevant Project Experience
City of Lakewood, CA – Golden State Water (GSM) Distribution Network Acquisition and Integration Feasibility Analysis: Project manager responsible for overall project management and oversight of services required to perform a feasibility and financial impact analysis to acquire and integrate the existing GSW distribution network within the City. Willdan evaluated the existing network to determine whether the network within city limits could be disconnected from the existing network. To determine the feasibility, the existing GSW network was evaluated for its ability to function as a stand-alone after removal of the distribution lines within city limits. Willdan evaluated and compared the detached GSW network with the existing distribution network to identify the best solutions for the City to provide service to the detached GSW network. This included evaluating the existing well capacity and/or a service connection from the City's distribution network to facilitate the additional network demand. Willdan conducted a preliminary evaluation of the infrastructure acquisition cost. Based upon the findings, analyzed the financial aspects and impacts of the water system acquisition. A technical memorandum detailing the findings was provided.
City of Palm Desert, CA – Utility Undergrounding Assessment District No. 04-01 Formation: Design engineer responsible for assisting with civil infrastructure design required for forming the utility undergrounding assessment district. The district was formed to finance removing all overhead utilities in a residential neighborhood and installing underground vaults and trenches. Project tasks included completing the Engineer’s Report, onsite fieldwork to review the location of the utilities relative to the properties to be assessed and developing the assessment methodology. Willdan also assisted with the ballot proceedings. Bidding assistance and construction observation were also provided.
City of Ridgecrest, CA – Drummond Avenue Widening: Civil engineering task leader responsible for providing and overseeing all civil improvements for design of new curb, gutter, sidewalks, crosswalks, ADA curb ramps, asphalt concrete paving, signing and striping between Downs Street and Inyo Street. The improvements were funded by the Highway Safety Improvement federal program and required a consultant with expertise in managing federallyfunded projects. The Drummond Avenue widening involved improvements for two lanes of travel in each direction to align with an existing cross section at Downs Street and Inyo Street.
Education
Bachelor of Science,
Engineering and Civil
Engineering, Tamil
Nadu College of
Engineering Civil
Engineering,
Murugappa
Polytechnic
Registration
Civil Engineer,
California No. 81888
19 Years’ Experience
27368 Via Industria, Suite 200
Temecula, CA 92590-4856
Phone: 951.587.3500
Phone: 800.755.6864
Fax: 951.587.3510
www.willdan.com