Webb Municipal FinanceI
May 4, 2022
Dianne Hansen, Management Analyst
City of La Quinta
78495 Calle Tampico
La Quinta, CA 92253
RE: Request for Proposals for L&L Annual Levy Administrative Services
Dear Ms. Hansen:
Webb Municipal Finance, LLC (WMF) has enclosed our Proposal for Landscape and Lighting Annual Levy
Administrative Services.
Our statement of qualifications reflects an experienced technical team who is strong in all consulting
engineering services required for your various projects. WMF is confident we can tailor solutions to meet
your needs and provide these services with the utmost quality and accuracy.
WMF’s Staff has partnered with cities, counties, water districts, and special districts across California
to provide excellent consulting and administration services. We operate as an extension of your staff to
become a key resource for the City of La Quinta (City).
As President/Managing Director and Chief Compliance Officer, I offer my personal commitment to provide
the City the best resources and services available. If you have the need to talk to me at any time, either
before or after your selection decision, please call me at my direct number 951.320.6087, or you can email
me at hschoeppe@webbmfinance.com
All information and pricing provided herein this proposal is valid for at least 180 days.
Any individual who will perform work for the City is free of any conflict of interest.
Sincerely,
Heidi Schoeppe | Registered Municipal Advisor Representative
President/Managing Director, Chief Compliance Officer
hschoeppe@webbmfinance.com
951.320.6087
3788 McCray Street
Riverside, CA 92506
951.200.8600
webbmfinance.com
Table of Contents
Section 1. Firm Background, Qualifications, & Experience 1
Section 2. References of California Government Agencies 7
Section 3. Staffing and Project Organization 13
Section 4. Experience 14
Section 5. Subcontracting Services 15
Section 6. Project Understanding and Approach 16
Section 7. Scope of Work 17
Section 8. Project Schedule 19
Section 9. Fee/Cost Proposal 20
Appendix A. Attachments and Acknowledgements I
1
Section 1. Firm Background, Qualifications, & Experience
In 2018, WMF became a separate entity from Albert
A. Webb Associates (WEBB) due to the rules imposed
by the U.S. Securities Exchange Commission (SEC)
requiring firms and consultants providing certain
types of advice to municipal agencies to register
with the SEC and MSRB. In compliance with the
SEC’s ruling, WEBB took measures to transition the
Municipal Finance Department to this new entity,
now known as Webb Municipal Finance, LLC (WMF).
Webb Municipal Finance, LLC (WMF), a
Municipal Securities Rulemaking Board (MSRB)
Registered Municipal Advisor Firm, offers valuable
assessment engineering, special tax consulting, and
comprehensive program management of special
financing districts on behalf of public agencies.
Our robust list of services, proven experience in all
areas of municipal finance, and excellent project
management approach, coupled with our mission
of “integrity in our dealings with clients, staff, public
officials, and the public,” is what makes WMF the
absolute right choice to provide efficient and fluid
management for all projects.
Firm Specifics
Legal Name:
Webb Municipal Finance, LLC
Legal Form:
Limited Liability Corporation
Established:
January 18, 2018
MSRB ID:
#K1229
Authorized to Sign (Main Contact):
Heidi Schoeppe
Contact:
3788 McCray Street
Riverside, CA 92506
951.320.6087
info@webbmfinance.com
webbmfinance.com
2
KEY PERSONNEL RESUMES
Project Role:
Principal-in-Charge
Title:
President/Managing Director
Chief Compliance Officer
Years of Experience:
17 Years
Education:
MS, Finance
San Diego State University
BS, Business Administration
California State University, San Marcos
Affiliations:
California Society of Municipal
Finance Officers
(Advisor for Professional Standards &
Recognition Committee)
Government Finance Officers
Association
(Member of Planning Committee for
Woman’s Public Finance Network)
Women in Public Finance
Committee on Assessments,
Special Taxes & Other Financing
Facilities California Special District
Association
Heidi Schoeppe is a leader in the development of innovative solutions
for the formation and administration of special financing districts for
municipalities throughout California.
Due to her technical skills and sound approach, Heidi serves as a
professional resource to her clients, associates, and finance teams.
Informing clients on proposed and enacted legislation and being called
upon as an expert consultant to financing teams allows her the opportunity
to provide her clients and team with the most up-to-date information in the
field of special financing districts, with a focus on the needs of her clients
and their constituents.
With over 17 years in the field, Heidi has managed infrastructure
and services special financing district formations and has executed
numerous bond financing and refinancing projects totaling more than
$750M in debt issuance, providing significant savings to her clients and
their constituents. Heidi has authored disclosure, debt, and land secured
special financing district policies, staying in front of legislative updates
to ensure her clients are receiving sound advice. Heidi specializes in
providing full program management, administration, annexation, district
auditing, constituent relations, and consulting services including the 1982
Mello-Roos Community Facilities Act, Proposition 218, Landscaping and
Lighting Act of 1972, Municipal Improvement Act of 1913, Improvement
Bond Act of 1915, and Benefit Assessment Act of 1982.
HEIDI SCHOEPPE
REGISTERED MUNICIPAL ADVISOR REPRESENTATIVE
Project Experience & References
Administration & Consulting Services for Special Financing Districts
City of Temecula - Heidi serves as the Principal-in-Charge and Program
Manager for the City of Temecula. She is responsible for the annual
administration for all Community Facilities Districts, Assessment
Districts, and Landscape and Lighting Maintenance Districts. Services
provided in relation to these special financing districts include
delinquency management, bond redemption analysis and preparation,
annual budget preparation, tracking parcel/district development,
preparation of Continuing Disclosure and CDIAC Reports, SB 165
Compliance, coordination of arbitrage rebate calculations, property
owner services, Community Facilities District Annexation and formation
consulting services, Community Facilities District and Assessment
District Defeasance services, and Community Facilities District
Refunding services.
3
HEIDI SCHOEPPE
REGISTERED MUNICIPAL ADVISOR REPRESENTATIVE
Administration and Formation Services for Special Districts, City of Riverside - Heidi currently serves as the
Principal-in-Charge providing formation, annexation, bond issuance, and administration services to the City of
Riverside since Fiscal Year 2000-2001 performing formations for Community Facility Districts, Assessment
Districts, and Landscaping and Lighting Maintenance Districts (LLMD).
The City’s CFDs and ADs provide funding for the construction and acquisition of improvement facilities, as well
as maintenance services throughout the City. The types of facilities financed through the use of special districts
include roadway improvements, storm drain, water, landscape and irrigation improvements, wall rehabilitation,
and street and display lighting. The City’s Street Light Assessment District (SLAD) and LLMDs provide for the
operation and maintenance costs of the City’s street lighting and landscaping throughout the entire City.
Administration and Program Management Services for Special Financing Districts, Jurupa Community Services
District - Heidi serves as the Principal-in-Charge for the Jurupa Community Services District (JCSD), providing
oversight for 51 bonded and non-bonded Community Facility Districts (CFDs) including 17 annexations, and
seven Landscaping Maintenance Districts (LMDs) including 124 annexations.
The recent formations of CFDs for JCSD include the design, construction, and acquisition of proposed facilities
for JCSD that consist of master plan water system facilities including capacity in existing facilities and sewage
treatment and disposal capacity, park and recreation facilities including incidental expenses related to the
planning, design, and completion of such facilities, school district facilities that include K-12 public school
facility improvements to be owned and operated by the school district, and/or County of Riverside improvements
to be owned and operated by the County of Riverside, and/or City of Eastvale Development Impact Fees.
Administration and Consulting Services for Special Districts, City of Chino - Heidi serves as the
Principal-in-Charge for the City of Chino. She is responsible for the annual administration for all Community
Facilities District’s and Landscape and Lighting Maintenance Districts for the City of Chino. Services provided in
relation to these special financing districts include extensive delinquency management, prepayment calculation
and analysis, bond redemption analysis and preparation, annual budget preparation, fund balance analysis,
tracking parcel/district development, levy audit map preparation, preparation of Continuing Disclosure and
CDIAC Reports, SB 165 Compliance, coordination of arbitrage rebate calculations, and various other special
projects on an as needed basis.
4
Project Role:
Project Manager
Title:
Associate Assessment Analyst
Years of Experience:
14 Years
Education:
MBA, Business Administration -
Accounting
University of Phoenix
BS, Hotel & Restaurant Management
University of Nevada, Las Vegas
Affiliations:
California Society of Municipal
Finance Officers
Nadia Benali, an Associate Assessment Analyst at WMF, provides
administration and consulting services to municipalities throughout
Southern California to ensure their special financing districts function
smoothly. Nadia, who earned a Master of Business Administration (MBA)
with an emphasis in Accounting in 2005, joined WMF with seven years of
experience in district administration in the California municipal market.
In fact, she has worked as a financial analyst in district administration
for cities and municipalities in five different counties in the state. Nadia,
who prides herself on providing excellent customer service, has served
as lead contact for all of her clients.
She has administered and consulted on the Landscaping and Lighting
Act of 1972, Mello-Roos Community Facilities Act of 1982, Municipal
Improvement Act of 1913, and Improvement Bond Act of 1915, in
addition to special “park tax” districts and those relating to fire services.
NADIA BENALI
Project Experience & References
Administration and Annexation Services, City of Thousand Oaks -
Nadia serves as the Project Manager and is responsible for providing
all Special District Services for the City of Thousand Oaks’ Landscape
and Lighting Assessment District (LLAD) 79-2 including 43 landscape
maintenance zones and six lighting maintenance zones.
Administration and Consulting Services for Special Districts, City of
Chino - Nadia serves as the Assistant Project Manager for the annual
administration for all Landscape Maintenance (totaling 171 zones) and
Community Facilities Districts for the City of Chino. Nadia assists in the
preparation of Annual Engineer’s Reports, delinquency management,
prepayment calculation and analysis, budget preparation, tracking
parcel/district development, Levy Audit maps, Continuing Disclosure and
CDIAC Reports, SB 165 Compliance, and property owner services.
Administration and Consulting Services for Special Districts, City
of Temecula - Nadia serves as the Assistant Project Manager for the
City’s Community Services Districts and one Citywide Parks and Lighting
District. Services provided in relation to the City’s special financing
districts include annual budget preparation, annual Engineer’s Report,
annual noticing, meeting attendance, assistance with preparation of
staff reports and resolutions, and fund balance analysis.
5
Project Role:
Technical Advisor & QA/QC
Title:
Assessment Manager
Years of Experience:
17 Years
Affiliations:
California Society of Municipal
Finance Officers
Charmaine McCarvel, Assessment Manager, assists municipalities with
formation, annexation, financing, and annual administration services, which
includes apportionments and bond payoff calculations for special financing
districts. Her efforts help ensure districts continue to receive appropriate tax
funding to provide much-needed community services and infrastructure.
Charmaine offers 17 years of expertise in the Landscaping and Lighting
Act of 1972, Municipal Improvement Act of 1913, Improvement Bond
Act of 1915, Mello-Ros Community Facilities Act of 1982, and the Benefit
Assessment Act of 1982. She has provided a full range of services including
Proposition 218 compliance, dynamic client support with the preparation of
annual budgets, staff reports, annual Engineer’s Reports, annual disclosure
reports, and legal documents required for special district formation and
administration. Charmaine currently serves as Project Manager for the Cities
of Redlands, Desert Hot Springs, Chino, Temecula, and the Mission Springs
Water District, among others, providing service for over 300 special districts.
CHARMAINE MC CARVEL
Project Experience & References
Administration and Annexation Services, City of Thousand Oaks -
Charmaine serves as the Technical Advisor and is responsible for
providing all Special District Services for the City of Thousand Oaks’
Landscape and Lighting Assessment District (LLAD) 79-2 including 43
landscape maintenance zones and six lighting maintenance zones.
Administration and Consulting Services for Special Districts, City of Chino
Charmaine serves as the Project Manager for the annual administration
for all Landscape Maintenance (totaling 171 zones) and Community
Facilities Districts for the City of Chino. Services provided in relation to these
Special Financing Districts include the preparation of Annual Engineer’s
Reports, extensive delinquency management, prepayment calculation
and analysis, annual budget preparation, fund balance analysis, tracking
parcel/district development, Levy Audit map preparation, preparation of
Continuing Disclosure and CDIAC Reports, SB 165 and AB 2109 Compliance,
coordination of Arbitrage Rebate Calculations, property owner services, and
various other special projects on an as needed basis.
Administration and Consulting Services for Special Districts, City of Temecula
Charmaine serves as the Project Manager for the City of Temecula’s Community
Services Districts and one Citywide Parks and Lighting District. Services
provided in relation to the City’s special financing districts include annual budget
preparation, annual Engineer’s Report, annual noticing, meeting attendance,
assistance with preparation of staff reports and resolutions, fund balance
analysis, tracking parcel/district development, Levy Audit map preparation,
property owner services, and various special projects on an as-needed basis.
6
Project Experience & References
Administration and Consulting Services for Special Districts, City
of Chino - Joshua serves as Assessment Analyst for the annual
administration for all Landscape Maintenance (totaling 171 zones) and
Community Facilities Districts for the City of Chino. Joshua assists in the
preparation of Audit, Boundary and Location Maps, Annual Engineer’s
Reports, prepayment calculation and analysis, budget preparation,
tracking parcel/district development, Continuing Disclosure and CDIAC
Reports, and property owner services.
Administration and Consulting Services for Special Districts, City
of Temecula - Joshua serves as a Assessment Analyst for the City’s
Community Services Districts and one Citywide Parks and Lighting
District. Services provided in relation to the City’s special financing
districts include Audit, Boundary and Location Maps, annual budget
preparation, Annual Engineer’s Report, annual noticing, meeting
attendance, assistance with preparation of staff reports and resolutions,
and fund balance analysis.
Project Role:
Assessment Analyst/GIS
Title:
Assessment Analyst
Years of Experience:
2 Years
With over 12 years of public agency experience, Joshua brings a high level
of analytical skills to WMF. As an Assessment Analyst, Joshua has been
an integral member of many client teams assisting with comprehensive
administration, reporting, analysis, levy preparation and GIS mapping.
JOSHUA NORRIS
7
WMF’s Team has successfully formed and administered more than 300 special financing districts,
275 completed annexations, 200 bond sales/refundings, and over $1.2 billion in bond issuances. These
special districts include districts formed under the Landscaping and Lighting Act of 1972, Mello-Roos
Community Facilities Act of 1982, Benefit Assessment Act of 1982, Municipal Improvement Act of 1913,
the Improvement Bond Act of 1915, and Community Services Areas.
The following illustrates a brief list of our landscape and lighting assessment district engineering services
provided by WMF with other public agencies. Additionally, we have provided project references of service
our team has administered for the City’s review on the following pages.
WMF has built a level foundation of superior service.
CLIENT & CONTACT ANNUALENGINEER’S REPORTS
ACTIVEZONES PARCELSLEVIED AMOUNT ENROLLED
City of ChinoDavid McAbee, Public Works Services Manager909.334.3250 - dmcabee@cityofchino.org 2 174 5,319 $612,115.48
City of Desert Hot SpringsGeoffrey Buchheim, Administrative Services Director760.329.6411 x227 - gbuchheim@cityofdhs.org
3 28 16,821 $1,005,515.14
City of RiversideHeidi Schrader, Debt & Treasury Manager951.826.3904 x4952 - hschrader@riversideca.gov 3 3 75,452 $3,985,653.36
City of TemeculaJennifer Hennessy, Finance Director951.694.6430 - jennifer.hennessy@temeculaca.gov 1 31 39,014 $2,233,529.72
City of Thousand OaksJim Taylor, Public Works Senior Engineer805.449.2458 - jtaylor@toaks.org 1 49 54,680 $5,303,220.06
Edgemont Community Services DistrictJessica Pfalmer, General Manager951.784.2632 - jessicaecsd@yahoo.com 2 2 1,542 $496,955.14
Jurupa Community Services DistrictSteven Popelar, CPA, Director of Finance951.685.7434 x525 - spopelar@jcsd.us 7 127 24,603 $1,458,183.58
Town of Yucca Valley Shane Stueckle, Deputy Town Manager760.369.7207 - sstueckle@yucca-valley.org 2 7 217 $37,219.58
Total 21 421 217,646 $14,822,327.30
Active Landscape & Lighting Maintenance Districts | FY 2021-2022
Section 2. References of California Government Agencies
8
Client:
City of Thousand Oaks
Public Works Department
2100 Thousand Oaks Boulevard
Thousand Oaks, CA 91362
Client Contact:
Jim Taylor
Public Works Senior Engineer
805.449.2458
jtaylor@toaks.org
Fiscal Years (FY) of Service:
Fiscal Year 2018-2019 to Present
Project Team:
Heidi Schoeppe - PIC
Nadia Benali - PM
Charmaine McCarvel - QA/QC
Matthew Webb, PE, TE, LLS - EOR
Joshua Norris - GIS
WMF assumed and seamlessly transitioned the district engineering
services for the City of Thousand Oaks’ Landscape and Lighting
Assessment District (LLAD) 79-2. This district includes 43 landscape
maintenance zones and six lighting maintenance zones for a total of
55,000 parcels.
Administration Services• Data maintenance, preparation of the Annual Engineer’s Report,
resolutions, staff reports, and annual levy submission to the
Auditor-Controller’s Office
• Annually research land use, classification changes for parcels within all
zones for the purpose of determining whether or not all eligible parcels
were assessed accurately
Annexation Services• Review of improvement plans and maintenance quantities• Establish appropriate landscape and lighting zones and maximum
assessment calculations
Proposition 218 Balloting Proceedings
• Provide assessment ballot proceeding consulting for the City’s
Landscape Lighting Assessment Districts
ADMINISTRATION AND ANNEXATION SERVICES
Related Project Experience
9
Client
City of Chino
13220 Central Avenue
Chino, CA 91710
Client Contact:
David McAbee
Service Manager
Public Works
909.334.3434
DMcAbee@cityofchino.org
Rob Burns
Director of Finance
909.334.3262
rburns@cityofchino.org
Calendar Year(s) of Service:
FY 2007-2008 to Present
Project Team:
Heidi Schoeppe - PIC
Charmaine McCarvel - PM
Nadia Benali - APM
Matthew Webb, PE, TE, LLS - EOR
Joshua Norris- GIS
WMF performs full consulting and administrative services for the City of Chino’s
Community Facilities Districts (CFD) totaling 32, Landscaping and Lighting
Maintenance Districts (LLMD) totaling 171 zones, and provides consulting for
the City’s Special Financing Districts. In this role, WMF has performed CFD
Formation Consulting Services including tax rate analysis, Rates and Method of
Apportionment preparation, infrastructure financing services, and CFD annexation
services including feasibility and budget analysis. Additional services provided by
WMF include CFD and Assessment District defeasance services, CFD refunding
services, and Proposition 218 consulting services for the City’s LLMDs.
Administration Services• Data maintenance, levy preparation/submission, reserve monitoring, analysis
and recommendation for Proposition 218 compliance proceedings, public
information services, budget review, and Engineer’s Reports preparation
Formation Services• Completed four CFD formations• Provide projections of tax revenues to ensure sufficient funds will be generated
to meet debt service
• Prepare and record boundary maps
• Review CFD Reports for facilities/services to be financed and/or maintained
Bond Issuance• Six new money bond issuances and three multiple CFD refinancings• Provide analysis and data for bond offering and review bond documentation
Proposition 218 Balloting Proceedings• Provide assessment ballot proceedings for the City’s Lighting and Landscape
Maintenance Districts
CONSULTING SERVICES FOR SPECIAL DISTRICTS
10
WMF provides a full complement of Special District Services for the City of
Desert Hot Springs’ Citywide Landscaping and Lighting Maintenance District,
Drainage Benefit Assessment District containing 17 zones, Landscaping
Maintenance District containing 18 zones, and managed three Assessment
Districts through their maturity, two Community Facilities Districts, two public
safety measure tax districts, three tax roll billings for disposal and nuisance
abatement services, and a County Service Area. In aggregate, 47,383 parcels
are administered and maintained.
Administration Services
• Data maintenance, preparation of the annual Engineer’s Reports,
resolutions, council maps, staff reports, and annual levy submission to the
Auditor-Controller’s Office
• Audit the parcels in the Public Safety Measure Tax area for the purpose of
determining whether or not all eligible parcels were taxed accurately for
consecutive fiscal year levies
• Preparation of Disclosure, CDIAC, SB165, and AB 2109 Reporting
Formation Services
• Provide projections of tax revenues to ensure sufficient funds will be
generated to meet debt service, as well as a back-up tax included in the
preparation of the Rates and Method of Apportionment
Annexation Services
• Review improvement plans and maintenance quantities
• Establish appropriate maintenance category, prepare cost estimates, and
special tax rate per residential unit or acre
• Prepare and mail ballots
• Prepare Engineer’s Reports and assist with Resolutions and Staff Reports
ADMINISTRATION, ANNEXATION, AND FORMATION SERVICES
Client:
City of Desert Hot Springs
65-950 Pierson Blvd.
Desert Hot Springs, CA 92240
Client Contact:
Geoffrey Buchheim
Administrative Services
Director
760.329.6411 x227
gbuchheim@cityofdhs.org
Fiscal Years (FY) of Service:
FY 2010-2011 to Present
Project Team:
Heidi Schoeppe - PIC
Charmaine McCarvel - PM
Nadia Benali - APM
Joshua Norris - GIS
11
Client:
City of Temecula
41000 Main Street
Temecula, CA 92590
Contact:
Jennifer Hennessy
Director of Finance
951.694.6430
jennifer.hennessy@temeculaca.gov
Fiscal Years (FY) of Service:
Fiscal Year 2014-2015 to Present
Project Team:
Heidi Schoeppe - PIC
Charmaine McCarvel - LLMD PM
Nadia Benali - LLMD APM
Matthew Webb, PE, TE, LLS - EOR
Joshua Norris - GIS
WMF currently performs administrative services for the City of Temecula’s
Assessment District (AD), Community Facilities Districts (CFD), and the
Temecula Community Service District’s Service Levels. WMF recently
provided services for the formation of a Municipal Services CFD within
the City. Administration services provided for the City include researching
parcel changes, land use changes, and building permit activity to establish
the current assessment rates and levies, annual budget preparation, fund
balance analysis, Engineer’s Reports, City Council resolutions, annual
calculation and submission of special taxes to the Riverside County
Auditor-Controller, exhibits including levy audit map, CDIAC, AB2109,
and annual disclosure reporting, property owner inquiries, and other
special projects.
Administration Services• Seven Community Facilities Districts• One Assessment District• One Parks and Lighting Citywide Tax
• Four Community Service Districts
Proposition 218 Balloting Proceedings• Assessment balloting proceedings
Formation Services
• Determine the tax rate structure and the preparation of the Rates and
Method of Apportionment of Special Tax
Bond Issuance and Refinancing• Analyze appropriate data for inclusion in bond offering statements• Review comments to bond issuance documents and assists in any
analysis and presentations for credit ratings
ADMINISTRATION AND FORMATION SERVICES
12
Our team is comprised of senior level staff, multiple Registered Municipal Advisor Representatives, and
experts who have dedicated their careers to assisting communities build the necessary services and
infrastructures through special financing districts. We look forward to the opportunity to provide the City
of La Quinta with outstanding services.”Heidi Schrader, Financial Manager III
Eastern Municipal Water District
Along with Heidi and her team’s undeniable talent, the [WMF]
Team has been an absolute joy to work with. We consider them an
extension of our staff due to the energy and commitment they have
shown the District, always putting the needs of our agency first.”Steven Popelar, CPA, Director of Finance
Jurupa Community Services District
The [WMF] Team plays an integral role when issuing new
money Special Tax Bonds, preparing bond sizing financing, levy
calculations, value-to-debt valuations, and other tables for the
Official Statements. They are responsive and knowledgeable in
providing any and all information and analysis required as well as
providing recommendations regarding Special Tax rate structures
and viability of formations based upon JCSD’s policies.”Rob Burns, Director of Finance
City of Chino
A key factor in the success of our financing districts has been
the work by Heidi Schoeppe and her team at [WMF]...they have
provided a wealth of expertise in the administration of our
Mello-Roos Special Tax districts. [WMF] serves as a full service
Special Tax consultant for the City of Chino.”Amy Aguer, Controller
Formerly of Coachella Valley Water District
Heidi Schoeppe and her staff respond professionally and accurately
to changing information on the fly. They are conscientious and are
an excellent resource to CVWD Staff when answering technical
questions for the CVWD Board and members of the public
during hearings.
Our Clients
We value our
relationships and
communities
in which we do
business and are
vested in every
client’s success.
13
Section 3. Staffing and Project Organization
Our approach fosters relationship-building with your staff, allows for ease in discussion of any
potential issues that may arise, and immediately provides quick resolutions. This improves overall
project management, reduces the opportunity for mistakes and delays, and allows our staff to provide
effective and efficient services. All WMF Team members are involved in every project and are available
for comments, questions, and discussions at any frequency as requested.
ORGANIZATIONAL CHART
PRINCIPAL-IN-CHARGE
Heidi Schoeppe
President/Managing Director
& Chief Compliance Officer
Years of Experience: 17
TECHNICAL ADVISOR & QA/QC
Assessment Analyst/GIS
Joshua Norris
Assessment Analyst
Years of Experience: 2
Charmaine McCarvel
Asessment Manager
Years of Experience: 17
PROJECT SUPPORT
PROJECT MANAGER
Nadia Benali
Associate Assessment Analyst
Years of Experience: 14
Assessment Engineer
Matthew Webb, PE, TE, LLS
Albert A. Webb Associates (Subconsultant)
Years of Experience: 40
14
Section 4. Experience
We enthusiastically approach pioneering solutions for our clients by solving clients’ challenges
regarding project missteps with an innovative answer to the problem. We are pundits in the area
of California Government Code and with a collaborative effort, we are able to provide progressive
solutions in concert with all laws and regulations within the industry.
Team Excellence
What We Do
Our Services.
District Boundary Audit
WMF will map the boundaries of
the District in GIS to ensure all
assessable parcels were included
in the prior fiscal year’s levy.
WMF will audit District factors and
recreate the prior fiscal year’s levy
enrollment.
Parcel Audit
Prior Year Enrollment
We are a forward-thinking firm that encourages every associate to look “outside the box” for
progressive solutions.
Knowledge, experience, and responsiveness are key elements of a strong team required to exceed
the City’s goals and expectations for this project. WMF’s Team of professionals will deliver these
key elements.
Each fiscal year, WMF will create an
Audit Map of the proposed parcels
to ensure all assessable parcels
within the District boundaries have
been identified.
Audit Map
Annual Levy
THANK YOU FOR
CONSIDERING
US TO BE YOUR
PARTNER.
15
Section 5. Sub-Contracting Services
Albert A. Webb Associates (WEBB), a Corporation, has consistently provided civil engineering services to public
sector clients throughout California since 1945. This means their clients receive the benefit of a financially stable
firm that has withstood many diverse economic times. WEBB is a mid-size consulting firm with offices in Riverside
and Murrieta to best meet the needs of all of their clients. WEBB has over 170 associates and the in-house expertise
to address the needs of cities, water and special districts, counties, regional agencies, and our partner firms within
the industry. WEBB offers a broad range of services to meet the objectives of our clients which include project
development, planning, design, entitlement, funding, permitting, construction management, and inspection.
Their office is located within one mile of WMF’s office in Riverside. Matthew Webb, PE, TE, LLS, who will serve as the
Engineer-of-Record, has nearly 40 years of experience in providing assessment engineering.
WMF’s close relationship with WEBB allows our team to provide our clients with services seamlessly.
Resumes for Matthew are as follows.
Matthew Webb, PE, TE, LLS
Albert A. Webb Associates
President/CEO
AFFILIATIONS
American Society of Civil Engineers
International Right-of-Way Association
Institute of Transportation Engineers
Tau Beta Pi Engineering Society
The Monday Morning Group, President
The Raincross Group
District Attorney Crime Prevention Foundation Board
Mission Inn Foundation Board of Trustees
National Groundwater Association
Riverside Community Hospital Board of Directors
Riverside Chamber of Commerce Board of Directors
Riverside County Building Industry Association Board of Directors
Inland Empire American Heart Association, Chairman of the Board
Registered Civil Engineer 37385 (CA)
Registered Traffic Engineer 1898 (CA)
Registered Land Surveyor 5529 (CA)
EDUCATION
MS, Civil Engineering, Stanford University
BS, Civil Engineering, Stanford University
YEARS OF EXPERIENCE
40 Years
Matthew Webb is the President/CEO at Albert A. Webb Associates and possesses nearly four decades of experience
in preparing and reviewing Formation Engineer’s Reports for Assessment Districts (AD) and Landscaping and
Lighting Maintenance Districts (LLMD), as well as Annual Engineer’s Reports for LLMDs. Matthew has vast
experience pertaining to various types of Special Districts including, but not limited to the Landscaping and Lighting
Act of 1972, Assessment Districts formed under the Municipal Improvement Act of 1913, the Improvement Bond
Act of 1915, and the Benefit Assessment Act of 1982, Mello-Roos Community Facilities Act of 1982.
Matthew serves as assessment engineer to 13 agencies. His breadth of knowledge, extensive experience, and
responsibilities include:
• Preparation of Engineer’s Report containing all items as required by code including proposed improvements,
engineer’s estimate of costs and incidental expenses, a narrative description of the spread methodology,
assessment diagrams, preliminary annual assessment roll based upon current estimate of costs and expenses,
confirmation of compliance with Proposition 218, and assumptions behind the determination of benefits
• Participation at public agency/public information meetings fully prepared to present all necessary testimony
and to respond to all public comments pertaining to formations of ADs and LLMDs
• Experience in establishing lines of communication, preparing the assessment district schedule of events,
reviewing procedural and financial considerations, discussing proposed improvements, the eligibility of those
improvements, and any limitations on the funding of those improvements
16
Section 6. Project Understanding and Approach
WMF understands the requirements in providing L&L Annual Levy Administrative Services. We have
developed our approach through decades of experience and believe it to be the most appropriate and
successful way to form and administer Landscape and Lighting Districts (L&L District). Our team believes
providing comprehensive services provides the greatest advantage to the City. The critical success factors
to successfully provide these district engineering services include:
WMF has the full technical capabilities that are extremely beneficial to the City and City Staff. We use our
tools to assist in the classification of properties, in preparing financial analyses, and providing various
reports and maps. WMF understands the challenges and complexities faced by governmental agencies
in administering L&L Districts. We are skilled in preparing assessment allocations that meet the stringent
requirements of Proposition 218 with respect to special benefits, general benefits, and benefits to publicly
owned parcels required for Assessment Districts. WMF has an understanding of the manner in which a
financing district will operate in the real world once formed. Our approach to the administration process
has been developed through years of experience, primarily focusing our services within California.
Reporting
Accuracy &
Experience
WMF possesses invaluable institutional knowledge and QA/QC
procedures required to ensure all parcels within the City’s L&L Districts
are assessed accurately and appropriately according to established
method of assessment. We provide our clients with various reports
such as the Annual Engineer’s Reports, Assessment Rolls, Annual Levy
Reports, and Levy Audit Maps.
In-House
Technology
WebbSTAR™ & GIS
WMF uses our innovative GIS technology and our proprietary software,
WebbSTAR™, to ensure accuracy of our work products. WebbSTAR™ was
designed as a database management system to provide administrative
services for property related fees, assessments, charges, and taxes.
Throughout a project we use WebbSTAR™ to store all data including
complete parcel information, debt service schedules, generate levies,
and reporting, and create assessment diagrams and levy audit maps.
Schedule & Cost
Regulation
Having worked with numerous public agencies, WMF has a wealth
of experience working on special financing district projects which
translates to a comprehensive understanding of realistic time frames
and appropriate project budgeting. For each project, a preliminary
schedule is prepared and adopted. We evaluate and modify the project
schedule and milestones to set the final baseline schedule during the
initial project kick-off process. The baseline schedule will be monitored
and tracked by our team to meet the project milestones and manage
critical path items.
• Parcel/District Audits
• Preparation of the Annual Engineer’s Report,
signed by the Assessment Engineer
• Annexations of Properties into L&L Districts
• Method of Assessment Development
• Mapping and Geographic Information Services
• Property Owner Customer Service Calls
17
Section 7. Scope of Work
The City of La Quinta (City) can be assured of WMF’s diligence of staying in compliance with all areas of
California Government Code and particularly in the aspects of the scope of services as identified below.
1. Preparation of
District Budgets
WMF will review and assist with the preparation of district budgets, and
coordinate with City staff to ensure accurate accounting and recovery
of all costs. WMF will also assist City staff with the incorporation of the
actual maintenance costs into the district budget to achieve maximum
cost-to-benefit equity.
2. Meet With City
Staff As Needed
WMF will be available, as needed at the City’s direction, to meet with
City staff to discuss district administration, budgeting, method of fee
application, levy, or other related topics.
3. Update and
Maintain Parcel
Database
WMF will obtain the latest assessor’s parcel maps and secured tax roll
information from the Riverside County Assessor’s Office for the parcels within
the L&L District, and additionally utilizes GIS shape files created from our in-
house GIS platform to aid in updating and maintaining a parcel database.
4. Meeting
Attendance
For each item requiring Council action, WMF will attend all Council Meetings
pertaining to the L&L District and be available to answer any questions
posed by City Staff, City Council, or the public. As requested by City Staff,
WMF will be available to attend all meetings regarding the L&L District’s
annual administration.
5. Prepare Annual
Engineer’s Report
WMF will prepare an Engineer’s Report for City staff review and approval
and revise report as directed by staff prior to filing it with the City Clerk.
The Engineer’s Report will include the fiscal year’s budget information,
the listing of improvements to be maintained by the collection of the
special assessments, the benefit spread methodology, a copy of plans
and specifications, an estimate of costs, a description of all zones/
subzones and an assessment diagram, as well as a complete listing of
parcels to be assessed and their total assessments. Each report will be
prepared in accordance with California Code.
WMF’s Engineer’s Reports will include a statement of engineer signed by
a Professional Engineer verifying the accuracy of the report.
6. Prepare
Resolutions
(As Necessary)
WMF will prepare resolutions as necessary.
18
7. Prepare and
Present Reports
to City Staff
WMF will prepare and present the Report to City staff to review and approve.
8. Modify Reports
(If Necessary)
If necessary, WMF will modify the Report and roll, as directed by the City
Council.
9. Upload Data WMF will calculate and submit the annual levy for the L&L District to the
Riverside County Auditor-Controller. Included with the annual levy submittal
is the preparation of direct bills to all public agencies whose properties
are determined to receive a direct benefit from the public improvements.
WMF will submit the annual levies for the L&L District in the media, format,
and configuration acceptable for direct submission to the Riverside
County Auditor-Controller’s Office prior to the statutory deadline, and shall
perform adjustments and corrections to the levies on the property tax rolls
as needed (upon receipt of the County parcel exceptions list).
10. Final Report
and Assessment
Roll
WMF will provide the City with two (2) bound copies of the final Report and
assessment roll.
11. Appeals
and Database
Revisions
WMF will assist with appeals’ procedures and make necessary database
revisions.
12. Primary
Contact
WMF will serve as the initial and primary contact to City Staff, property owners,
title companies, and other interested parties for inquiries regarding the L&L
District’s administration and annual special assessment installments. A toll
free telephone number, of WMF designation, will appear on the regular property
tax billing next to the L&L District’s line item to facilitate contact with the public.
14. Continual
Administrative
Counseling
WMF will provide continual, year-round administrative counseling to the
City as needed.
15. Annexation
Procedures
WMF will provide annexation procedures for any new areas to be added
to the district.
19
Section 8. Project Schedule
DESCRIPTION DUE DATE PARTY
RESPONSIBLE
Kick-Off Meeting March 2023 WMF
City Staff sends WMF budget numbers to update Preliminary Engineer’s Report April 2023 City Staff
WMF completes draft Preliminary Engineer’s Report and sends to City for review April 2023 WMF
City sends WMF comments April 2023 City Staff
WMF sends City Preliminary Bound Reports May 2023 WMF
WMF prepares Resolution of Initiation & Intention and Setting Date and Time of
the Public Hearing.May 2023 City Attorney or
WMF
Initiation and Intent Meeting - City Council reviews the Preliminary Engineer’s
Report and adopts the Resolution of Intention and Resolution Preliminarily
approving the Engineer’s Report
May 2023 City Council,
City Staff, WMF
WMF sends City Final Bound Reports for PH May 2023 WMF
WMF or City Attorney prepares Resolutions to be adopted at the Public Hearing:
1. Resolution Ordering the Levy and Collection of Assessments
2. Resolution Approving the Final Engineer’s Reports
May 2023 City Attorney or
WMF
City Clerk posts the adopted Resolution of Intent on the Council bulletin board
and publishes it in the newspaper (10 days prior to Public Hearing)
10 days prior to
Public Hearing City Clerk
Public Hearing - City Council allows the public to ask questions and “hear and
be heard.” City Council then reviews and approves the Final Engineer’s Report,
adopts Resolutions Ordering the Levy and Collection of Assessments, and
Resolution Approving the Final Engineer’s Report
June 2023 City Council,
City Staff, WMF
City Clerk or City Staff provide WMF with copies of the signed Resolution Ordering
the Levy and Collection of assessments June 2023 City Clerk or
City Staff
WMF transmits the resolution and assessments to the County Auditor-Controller
in the required format for collection of the tax roll. WMF supplies the
Auditor-Controller with additional information regarding any rejected parcels,
which may have been assigned new assessor parcel numbers.
No later than
August 10, 2023 WMF
WMF provides support concerning property owner and other inquiries regarding
the Districts and the current tax year On-going WMF
Landscape and Lighting District
(L&L District) 89-1
District Engineering Services
WMF = Webb Municipal Finance, LLC • City = City of La Quinta
20
Section 9. Fee/Cost Proposal
In accordance with the requirements of the City’s RFP, WMF has submitted the fee/cost proposal in a
separate document.
I
Attachments and Acknowledgements
Insurance Requirements Acknowledgement
II
Page 10 of 47
ATTACHMENT 3
NON-COLLUSION AFFIDAVIT FORM
Must be executed by proposer and submitted with the proposal
I, ________________________________________ (name) hereby declare as follows:
I am _________________________________ of ______________________________,
(Title) (Company)
the party making the foregoing proposal, that the proposal is not made in the interest of,
or on behalf of, any undisclosed person, partnership, company, association, organization,
or corporation; that the proposal is genuine and not collusive or sham; that the proposer
has not directly or indirectly induced or solicited any other proposer to put in a false or
sham proposal, and has not directly or indirectly colluded, conspired, connived, or agreed
with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain
from proposing; that the proposer has not in any manner, directly or indirectly, sought by
agreement, communication, or conference with anyone to fix the proposal price of the
proposer or any other proposer, or to fix any overhead, profit, or cost element of the
proposal price, or of that of any other proposer, or to secure any advantage against the
public body awarding the agreement of anyone interested in the proposed agreement;
that all statements contained in the proposal are true; and, further, that the proposer has
not, directly or indirectly, submitted his or her proposal price or any breakdown thereof,
or the contents thereof, or divulged information or data relative hereto, or paid, and will
not pay, any fee to any corporation, partnership, company, association, organization,
proposal depository, or to any member or agent thereof to effectuate a col lusive or sham
proposal.
I declare under penalty of perjury under the laws of the State of California that the
foregoing is true and correct.
Proposer Signature: __________________________________________________
Proposer Name: __________________________________________________
Proposer Title: __________________________________________________
Company Name: __________________________________________________
Address: __________________________________________________
Webb Municipal Finance, LLC
3788 McCray St, Riverside, CA 92506
President/ Managing Director, CCO
Heidi Schoeppe
President/ Managing Director, CCO Webb Municipal Finance, LLC
Heidi Schoeppe
Non-Collusion Affidavit Form
III
Addenda Acknowledgements
Page 11 of 47
ATTACHMENT 4
ACKNOWLEDGEMENT OF RECEIPT OF ADDENDA
Must be executed by proposer and submitted with the proposal;
If no addenda has been issued, mark “N/A” under Addendum No. indicating
Not Applicable and sign
ADDENDUM NO. SIGNATURE INDICATING RECEIPT
N/A
IV