Willdan Financial ServicesCity of La Quinta
Proposal
May 3, 2022
Landscape & Lighting Annual Levy Services
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
May 4, 2022
Ms. Dianne Hansen
Management Analyst
City of La Quinta
78495 Calle Tampico
La Quinta, California 92253
Re: Work Proposal to Provide Landscape and Lighting Annual Levy Administrative Services to the
City of La Quinta
Dear Ms. Hansen:
For fiscal year 2021/2022, the City of La Quinta (“City”) levied over $980,000 to approximately 27,530 active parcels
via Street Lighting and Landscape District No. 89-1. This special district revenue will be used to fund the
maintenance of various improvements, landscaped facilities and streetlights; and energy costs, to name a few. For
almost two decades, Willdan Financial Services (“Willdan”) has assisted the City with the annual administration of
this 1972 Act district, as well as conducted benefit assessment analysis studies.
Willdan possesses the depth of staffing resources and advanced technology necessary to effectively execute the
associated volume of work, on time and within budget, with a focus on responsive service to City staff. We are the
best partner to continue to assist the City with these important services for the reasons detailed below.
Intimate Knowledge of the City of La Quinta ― Since 2001 Willdan has provided special district administration
services to the City, including arbitrage rebate and continuing disclosure. Our staff possesses unmatched firsthand
knowledge of mechanisms specific to the City’s Landscape and Lighting District No. 89-1. Willdan has studied the
District and provided guidance on the necessary steps required to implement an assessment increase to meet the
challenges of rising operating costs and a lack of an annual inflator in the methodology. We will continue to leverage
our knowledge of your operations and key staff to facilitate and expedite the requested services. The longevity of
our relationship with the City will allow Willdan to conduct this engagement in a cost-effective and efficient manner.
Continuing this partnership also allows City staff to focus its time on direct city operations, rather than training
consultants on the nuances of your special district.
Depth of Administration Experience ― Willdan’s District Administration Services (“DAS”) group provided
professional consulting services to over 200 agencies located in 10 states within 83 counties, generating over
$905 million in levies on more than 8.1 million parcels for fiscal year 2021/2022. As a result, our staff possesses
a high-level understanding of the special issues and challenges local government agencies face. This in-depth
understanding allows us to assist our clients by producing “custom tailored” solutions to overcome challenges
pertinent to their community; thus, allowing us to bring an unmatched level of effectiveness and responsiveness to
this engagement.
Tenured Core Team ― Willdan understands that consistency of staff designated as “key” to a project is vital. Our
approach to each project involves bringing together a committed core team to be responsive to our clients’ needs
to form a cohesive and flexible unit. For that reason, we have assembled the same City of La Quinta tenured team
consisting of Project Manager Daniel Louie, Co-Project Manager Michelle Laase, Analyst Dulce Diaz, Quality
Control Manager Bob Quaid, Assessment Engineer Tyrone Peter, PE and Technical Advisor Jim McGuire. These
individuals, possessing over 90 years of combined experience, will continue to provide a depth of experience and
stability necessary to successfully fulfill the City’s desired work performance.
Ready to Hit the Ground Running ― Through our past association with the City, Willdan maintains a large volume of
Riverside County parcel data, including a comprehensive parcel change database. These parcels are loaded and
accessible at any time in our database management program called “MuniMagic+SM.” This program is the powerhouse
that maintains parcel data; calculates taxes, assessments, fees, and charges; manages delinquency information; and
maintains bond related information. This system allows Willdan to house, manipulate, and process the data (e.g.,
secured property tax roll, parcel change database, etc.) used for accurate charge administration and historical
recordkeeping in a way that enables us to deliver cost effective, efficient, and high-quality service. It also allows us to
make your data available via direct Internet access to your staff 24 hours a day, 7 days a week. The City can be
confident that any adverse impact on the dynamics of the special district financing team and on the loss of
historical district information resulting from consultant transitions will be averted through Willdan’s continued
seamless and efficient management.
Ms. Hansen, City of La Quinta
Work Proposal to Provide Landscape and Lighting Annual Levy Administrative Services
May 3, 2022
Page ii
To satisfy the instructions outlined within the City’s Request for Proposal, the table below contains the requested
information for Mr. Louie, the contact person assigned to this submittal and the subsequent engagement.
Willdan Financial Services
RFP Contact
Project Manager Daniel Louie
27368 Via Industria, Suite 200, Temecula, CA 92590
Email: dlouie@willdan.com
Tel #: (800) 755-6864 / (951) 587-3564
www.willdan.com
Furthermore, Willdan Financial’s main office is located in Temecula, California; which is also the office that will service
this engagement.
In closing, all information and pricing stated within this submittal package will remain firm and valid for up to 180 days
after the submittal deadline. Also, any individual who will perform work for the City of La Quinta is free of any conflict of
interest.
We have reviewed the sample Agreement for Contract Services and do not have any exceptions to the language
presented within.
I am confident that our submittal clearly demonstrates Willdan and our assigned staff members have the exact core
competencies, depth of resources, experience, and capabilities required to conduct the City’s engagement, with the
highest level of professionalism.
As a Willdan Financial Services’ Vice President, I am authorized to represent and contractually bind the firm. We look
forward to hearing from you.
Sincerely,
WILLDAN FINANCIAL SERVICES
Gladys Medina
Vice President, Group Director
L&L Annual Levy
Administrative Services iii
City of La Quinta, California
Table of Contents
FIRM BACKGROUND, QUALIFICATIONS & EXPERIENCE ............................................................................ 1
(a) Number of Years in Business .............................................................................................................................. 1
(b) Taxpayer Identification Number ........................................................................................................................... 1
(c) Number of Years Providing Similar Services ...................................................................................................... 1
(d) Resumes .............................................................................................................................................................. 1
Daniel Louie ..................................................................................................................................................................... 2
Michelle Laase ................................................................................................................................................................. 3
Dulce Diaz ....................................................................................................................................................................... 4
Robert Quaid ................................................................................................................................................................... 4
Tyrone Peter, PE ............................................................................................................................................................. 5
Jim McGuire ..................................................................................................................................................................... 6
(e) Firm Ownership ................................................................................................................................................... 7
(f) Parent Company .................................................................................................................................................. 7
(g) Disclosure ............................................................................................................................................................ 7
2. REFERENCES............................................................................................................................................................ 7
3. STAFFING & PROJECT ORGANIZATION ..................................................................................................... 10
4. EXPERIENCE ............................................................................................................................................................. 11
Unique Qualifications ..................................................................................................................................................... 11
Innovations .................................................................................................................................................................... 11
5. SUBCONTRACTING SERVICES ........................................................................................................................ 13
6. PROJECT UNDERSTANDING ........................................................................................................................... 13
Project Understanding ................................................................................................................................................... 13
Project Approach ........................................................................................................................................................... 14
7. SCOPE OF WORK .................................................................................................................................................. 15
8. PROJECT SCHEDULE .......................................................................................................................................... 16
9. COST PROPOSAL ............................................................................................. UNDER SEPARATE COVER
10. ACKNOWLEDGEMENT OF INSURANCE REQUIREMENTS ................................................................. 18
11. NON-COLLUSION AFFIDAVIT .......................................................................................................................... 19
12. ACKNOWLEDGMENT OF ADDENDA .......................................................................................................... 20
L&L Annual Levy
Administrative Services 1
City of La Quinta, California
Firm Background, Qualifications & Experience
(a) Number of Years in Business
Willdan Financial Services has been in business for almost 34 years; founded on June 24, 1988.
(b) Taxpayer Identification Number
33-0302345
(c) Number of Years Providing Similar Services
Since our inception in 1988, 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 agency 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. For instance, we form special districts with specific features to allow for ease of
administration, as well as future annexations of new developments to the district. Finally, methodologies are created
in a manner that allows for consistent application of agency policies from project to project.
In view of our experience, Willdan is committed to:
Having highly qualified core staff actively involved in day-to-day 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; and
Staying current on legislation and legal proceedings involving assessments and other types of special districts,
particularly issues related to Propositions 26 and 218.
In utilizing our broad range of experience, amassed over 30 years from supervising and being consistently at the
forefront of innovative approaches to special distr ict formation and administration services within the State of
California, our methods and approaches will support the practical requirements of the City of La Quinta’s (“City”)
administration efforts.
District Administration Experience
Willdan’s District Administration Services (“DAS”) 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 current technology and knowledge of recent legis lation to
our clients. The graphic to the right provides a snapshot of
Willdan’s district administration experience for fiscal year
2021/2022.
(d) Resumes
Resumes for the key personnel proposed to continue to serve
the City are presented on the following pages.
L&L Annual Levy
Administrative Services 2
City of La Quinta, California
Daniel Louie
Project Manager
Mr. Daniel Louie will serve as project manager for the annual administration of the City’s
Street Lighting and Landscape District No. 89-1. Mr. Louie’s responsibilities within Willdan’s
District Administration Services group entail the administration of Mello-Roos Community
Facilities Districts, Landscape and Lighting Districts, Business Improvement Districts and
other types of special districts. He possesses experience creating and maintaining parcel
databases, preparing annual special taxes, calculating special tax prepayments, assisting
with district analysis for refunding purposes, preparing bond calls, analyzing flow of funds,
and providing information to property owners. He also has experience annexing parcels to
maintenance districts. Mr. Louie also qualifies as a Municipal Advisor Representative (Series
50) and Municipal Advisor Principal (Series 54) by the Municipal Securities Rulemaking
Board (MSRB).
Mr. Louie has over 16 years of combined real estate, finance and project management
experience. He also possesses experience with Geographic Information System (GIS)
software. He can produce boundary maps and perform parcel audits on a client’s behalf
utilizing GIS.
Project Experience
City of La Quinta, CA: Mr. Louie manages the annual administration of the City’s Lighting
and Landscape District No. 89-1. Responsibilities include maintaining the parcel database,
researching parcel changes, preparing the Engineer’s Report and submitting the annual levy
to the County of Riverside.
City of Perris, CA: Mr. Louie performs the day-to-day tasks associated with the annual
administration of the City’s 33 Community Facilities Districts, 1 Lighting District, 1
Landscaping District comprised of 150+ zones, and a Flood Control Maintenance District
comprised of 110+ zones. In total, Willdan administers approximately 53,497 parcels on the
City’s behalf. His responsibilities include maintaining the parcel database, researching parcel
changes, and preparing and submitting the annual levy. He also performs annexations of
new development projects into the City’s maintenanc e districts.
City of Rancho Mirage, CA: Mr. Louie oversees the administration of the City’s special taxes
and assessments. His responsibilities include the review of the calculation and
apportionment of the taxes/assessments, as well as preparing the annual report and “Notice
of Special Tax/Assessments.” Altogether, over 73,000 parcels are administered on the City’s
behalf.
City of Chino Hills, CA: Mr. Louie coordinates the annual administration of the City’s CFDs,
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, Mr. Louie manages the City’s 14 special
districts comprised of over 45,000 parcels.
City of Santa Clarita, CA ‒ Special District Administration Services: Mr. Louie manages
and assists in the daily administration of the City’s Community Facilities District, Open Space
Preservation District (approximately 63,000 parcels), Landscape Maintenance District
(approximately 50 zones and approximately 87,000 parcels), Streetlight Maintenance
Districts (54,811 parcels), Benefit Assessment Districts (comprised of 8 districts and 2,646
parcels), and Stormwater Pollution Prevention Fee District (62,000 parcels). Duties include
reviewing the annual Engineer’s Reports and resolutions, updating the parcel database and
fees, and submitting levies to the County of Los Angeles.
Education
Master of Business
Administration,
Management
and Strategy, Western
Governors University
Bachelor of Arts
Degree, Economics /
Mathematics,
Columbia University,
New York
Areas of Expertise
Community Facilities
Districts
Landscaping and
Lighting Districts
1913/1915 Act Districts
Geographical
Information System
(GIS) Mapping
Additional
Qualifications
Municipal Advisor
Representative
(Series 50)
Municipal Advisor
Principal
(Series 54)
16 Years’ Experience
L&L Annual Levy
Administrative Services 3
City of La Quinta, California
Michelle Laase
Co-Project Manager
Ms. Michelle Laase serves is 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.
Project Experience
City of Murrieta, CA: Ms. Laase manages the annual administration of the City’s special
districts, which include 30 Landscaping and Lighting District zones, a Community Services
District (CSD), a park tax, 2 Assessment Districts, a fire assessment and 14 CFDs; comprised
of approximately 35,000 parcels. 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 CFDs,
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 5 CFDs, 2
special taxes, 7 1982 Act Districts, and 2 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 Moorpark, CA: Ms. Laase is responsible for the administration of the City’s
Assessment District and 2 CFDs, comprised of over 700 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
10 Years of Experience
L&L Annual Levy
Administrative Services 4
City of La Quinta, California
Education
Bachelor of Science,
Finance, California
State University,
Long Beach
Areas of Expertise
Landscaping and
Lighting Districts
Benefit Assessment
Districts
Community Facilities
Districts
Local Improvement
Districts
2 Years’
Experience
Dulce Diaz
Analyst
Ms. Dulce Diaz is an analyst within Willdan’s District Administration Services group. She is
versed in the annual administration of Community Facilities, Benefit Assessment, and
Landscaping and Lighting Districts. She assists in the research and analysis required for
local government finance issues related to special district administration, including document
data entry and updates, database management, research and report preparation.
Ms. Diaz provides analytical support under the guidance of Project Manager Daniel Louie.
Her assigned tasks include updating content within the Engineer’s Reports, preparing the
applicable resolutions for Intent Meetings and Public Hearings, inputting and updating of
parcel data, researching parcel changes, reviewing charge-exempt parcels, preparing
applied reports and providing general information on questions relating to
assessments/taxes.
In the course of her day, she regularly speaks with individuals associated with title
companies, real estate agencies, and appraisal firms, together with cities and counties.
Willdan’s proprietary computer system allows her to readily access the owner’s name, the
Assessor’s Parcel Number, existing and future taxes or assessments, and more; thus,
enabling expedient service.
Project Experience
Ms. Diaz currently works with the following agencies encompassing various annual
administration services including 1972 Act Districts, Community Facilities Districts and
Assessment Districts.
City of El Centro, CA
City of La Quinta, CA
City of Perris, CA
City of Rancho Mirage, CA
City of Victorville, CA
Robert Quaid
Quality Control Manager
Mr. Robert Quaid is a principal consultant within Willdan’s District Administration Services
group providing project management, technical support, and quality review for acquisition
audit and annual special district administration services. He also provides project
management support for Willdan’s Financial Consulting Services group specific to cost
allocation plans, user fee studies, and special financial analyses.
Mr. Quaid has been selected for the role of quality control manager due to his extensive
experience in the public finance industry. He has been instrumental in preparing quality
control checklists and sign-off mechanisms for each of Willdan’s administration services.
With more than 20 years of experience, Mr. Quaid’s Willdan experience has included the
formation and annual administration of numerous Community Facilities, Landscaping and
Lighting, and Assessment Districts. Most notably, he served as project manager for the
annual administration of 16 Community Facilities Districts for Orange County, which annually
levied nearly $20 million in special taxes. Mr. Quaid has also assisted California public
agencies in financial recordkeeping, auditing, and special tax collection.
Prior to joining Willdan, Mr. Quaid worked in the private industry of real estate accounting
and finance. He began his career with the public accounting firm formerly known as Haskins
& Sells (currently known as “Deloitte”). His experience includes financial statement analyses,
asset administration, computer conversion, and reporting to the Securities and Exchange
Commission for several public real estate partnerships.
Education
Bachelor of Science,
University of Southern
California
Professional
Affiliations
California Society of
Municipal Finance
Officers (CSMFO)
California Society
of CPAs
35 Years’ Experience
L&L Annual Levy
Administrative Services 5
City of La Quinta, California
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 15-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
Bear Valley Community Services District, CA – Mailbox Optimization and Revitalization
and Formation of Assessment District: Responsible for overall project management and
oversight of services required to assist the District with the optimization and revitalization of
the community's mailboxes. The District maintains approximately 35 mailbox stations,
serving approximately 3,600 property owners. The existing mailbox stations were in a
dilapidated condition and convey an impression of neglect and lack of maintenance to
residents and visitors requiring constant upkeep due to their age, condition and incidents of
vandalism. Design problems also existed with the sites of some stations; specifically, some
do not have sufficient setback from the road to allow safe exit from vehicles to pick up mail.
Also lack of lighting contributes to safety and security concerns. In addition, the constraint of
the existing topographical conditions inhibited motorists’ lines of sight making for potential
safety issues. The District proposed replacing the current mailboxes with prefabricated
16-door, decorative, locking, cluster boxes, which would provide ease of maintenance and
security from mail theft.
Willdan provided the following services: optimization analysis using GIS technology;
established a 1913 Act assessment district to assist with construction funding and mailbox
maintenance and replacement; prepared a design book for each mailbox location, including
parcel list, concept plan, address and key assignments, and engineer’s estimate; prepared
engineering and architectural design plans for each mailbox station; prepared engineering
and architectural design plans for one or more demonstration mailbox station at locations
selected by the District; and provided coordination with the U.S. Postal Service.
Although the district formation received a negative vote from the residents, it was widely
acknowledged that the design was superior to the existing mailbox configuration.
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. Bidding assistance and
construction observation were also provided.
Education
Bachelor of Science,
Engineering and Civil
Engineering, Tamil Nadu
College of Engineering
Civil Engineering,
Murugappa Polytechnic
Registration
Civil Engineer, California
No. 81888
15 Years’ Experience
L&L Annual Levy
Administrative Services 6
City of La Quinta, California
Education
Bachelor of Science,
University of
California, Irvine
Areas of Expertise
Special District
Annexations,
Formations, and
Administration
Parcel and Property-
related Revenue
Audits
Feasibility Studies
Proposition 218
29 Years’
Experience
Jim McGuire
Technical and Proposition 218 Advisor
Principal Consultant Jim McGuire specializes in parcel and property-related revenue audits;
district administration; and annexations/formations of various special districts, such as 1972
Act Landscaping and Lighting Districts, Community Facilities Districts, and Benefit
Assessment Districts for streets and storm drain facilities, as well as Property and Business
Improvement Districts (PBIDs). Mr. McGuire possesses over two decades of experience
working with the public and local governments on special districts. His experience includes
study sessions for staff and City Councils, along with facilitation and/or technical support for
advisory committees and property owner workshops.
Mr. McGuire has served on several industry working groups and projects comprised of polling
firms, public relations firms, and leading legal experts specific to Proposition 218, focused
on finding workable solutions and approaches that provide a means for public agencies to
effectively utilize assessments, while ensuring that they are defensible and consistent with
the California Constitution and court decisions. In addition, Mr. McGuire has spoken at
seminars on the subject of assessment benefit issues that have been raised by notable court
cases and legislation changes that have come down in recent years.
Project Experience
City of Moreno Valley, CA – Needs Assessment of the Moreno Valley Community
Services District: The Moreno Valley Community Services District (CSD) was formed in
1984 to continue the provision of services that were previously provided by the County of
Riverside through County Service Areas. Over the past 30 years, additional Zones of Benefit
were added to the CSD to provide funding for parks and community services, street lighting,
landscape maintenance, and median landscape maintenance. The CSD was experiencing
revenue shortfalls in most of its Zones, which required either General Fund support or a
reduction in services.
Mr. McGuire assisted the City by performing an initial macro review and evaluation of the
CSD and related charges. A comprehensive document was provided to the City outlining the
findings of the analysis by Zone, as well as recommendations for their consideration and
implementation of various approaches to resolve the issues. Some but not all of these
modifications have been implemented including the replacement of a few CSD Zones with
new 1972 Act Landscaping and Lighting District and annexations and expansion of the City’s
Community Facilities District.
Cities of Yorba Linda, Moreno Valley, La Quinta, Palm Desert, Poway, Thousand Oaks,
Tracy and Lemoore, McKinleyville Community Services District, Hollywood
Entertainment District, Orange County Vector Control District and Sacramento
Metropolitan Fire District: Conducted benefit analysis studies or restructuring plans and
assisted these agencies with implementation strategies related to the identification of special
versus general benefit necessary for Proposition 218 compliance and/or the re-engineering
of special districts.
Cities of Guadalupe, Lemoore, Moreno Valley, Murrieta, Palm Desert, Indio, Rancho
Mirage, Fairfield, Tehachapi, Tracy, Santa Clarita, Yorba Linda and El Centro; and
County of Los Angeles: Mr. McGuire has managed and provided, on an “as-needed basis”
special assessment district formations and annexations, as well as Proposition 218 ballot
proceedings for new or increased assessments, for each public agency identified.
L&L Annual Levy
Administrative Services 7
City of La Quinta, California
(e) Firm Ownership
Willdan Financial Services, a California Corporation, established on June 24, 1988, is a national firm, and is one of
the largest public sector financial consulting firms in the United States. Our staff of over 70 full-time employees
supports our clients by conducting year-round workshops and on-site training to assist them in keeping current with
the latest developments in our areas of expertise. Willdan assists local public agencies by providing the services
listed below.
Willdan Financial Services
Services
Administration of special taxes, assessments,
standby charges and utility rates
Arbitrage rebate calculations
User fee studies
Cost allocation studies
Utility rate and cost of service studies
Economic development strategic plans
Development impact fee establishment and
analysis
Municipal advisory services
District formation services for assessment/local
improvement districts, Community Facilities
Districts, Landscaping and Lighting Districts, and
special taxes
Continuing disclosure reports preparation and
dissemination
Staff augmentation support
Tax increment finance district formation and
amendment
Debt issuance support
Long-term financial plans and cash flow modeling
(f) Parent Company
Willdan Financial Services 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 (NASDAQ: WLDN).
WGI, through its subsidiaries, 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 surrounding
communities.
A financially stable company, Willdan has annual revenues in excess of $400 million and over 1,400 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—six of whom are
committed to contribute their expertise throughout the term of the proposed agreement.
Willdan has solved economic, engineering and energy challenges for local communities and delivered industry-
leading solutions that have transformed government and commerce. Today, we are leading our clients into a future
accelerated by change in resources, infrastructure, technology, regulations and industry trends.
(g) Disclosure
Willdan Financial Services has no negative history to specific to alleged significant prior or ongoing agreement
failure, civil or criminal litigation or investigation pending, in which the firm has been judged guilty or liable within
the last five years.
2. References
To further exemplify our expertise, project descriptions that are similar in nature to the City’s engagement, along
with client contact information, are provided below. We are proud of our reputation for customer service, and
encourage you to contact our past clients regarding our commitment to excellence.
L&L Annual Levy
Administrative Services 8
City of La Quinta, California
City of Perris, CA
1972 Act & Community Facilities District Administration Services
Willdan has worked with the City of Perris for over a decade 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; 33 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 (12,500+ 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).
Willdan also works closely with City staff to ensure that funding is provided for the costs of additional services from
new development projects throughout the City. For new development projects, properties are conditioned to annex
into the City’s three maintenance districts and two services CFDs. Lighting District MD 84-1 and Landscaping
Maintenance District No. 1 are 1972 Act Districts, while Flood Control Maintenance District No. 1 was formed under
the Benefit Assessment Act of 1982. Willdan coordinates with the City staff from the Planning, Public Works,
Engineering and Finance Departments to ensure that the annexations are property conducted.
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: Ernie Reyna, CPA, Deputy City Manager
101 North “D” Street, Perris, CA 92570
Tel #: (951) 943-4610 | Email: ereyna@cityofperris.org
Project Dates: July 1997 to present
Project Team: D. Louie, M. Laase, D. Diaz
City of Palm Desert, CA
Special District Administration Services
Willdan currently provides ongoing annual district administration, arbitrage rebate, and continuing disclosure services
for the City of Palm Desert’s 3 Assessment Districts (AD No.’s 2001-01, 2004-01 and 2004-02), as well as their
Community Facilities District No.’s 2005-1 and 2021-1. Willdan also administers the City’s Consolidated Landscaping
and Lighting District with its 33 zones and subzones, 2 Property and Business Improvement Districts, a Drainage
Benefit Assessment District, a Citywide fire tax, and a new AB 811 (PACE) Contractual Assessment District. In all,
43 special districts (comprising nearly 86,000 parcels) are administered each year. The City’s administration needs
for each type of district vary. Willdan coordinates with multiple City departments and personnel to collect budget
information, fund balances, development status, and attend Council meetings. Willdan also provides the City of Palm
Desert with district formation, bond refunding, and balloting services (as needed).
In addition, Willdan assisted the City of Palm Desert with the formation of CFD No. 2005-1 (University Park). The
district was comprised of low, medium, and high-density residential products; commercial and office space; and
was formed to finance street, road, water, park, sewer and storm drain improvements, and development impact
fees.
Client Contact: Veronica Chavez, Finance Director
73510 Fred Waring Drive, Palm Desert, CA 92260
Tel #: (760) 776-6344 | Email: vchavez@cityofpalmdesert.org
Project Dates: February 1993 to present
Project Team: Josephine Moses, B. Quaid & T. Peter
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City of La Quinta, California
City of Rancho Mirage, CA
Special District Administration and Formation Services
Willdan administers the City of Rancho Mirage’s five CFDs; three ADs; Landscape and Lighting District No. 87-01
(Zones A, B, C, D and F and a Citywide Median Zone), nuisance abatement charges; as well as processing Citywide
Park and Fire, and Fire Excise taxes. Altogether, Willdan processes approximately 77,000 parcels for the City. Willdan
staff maintains and periodically updates an electronic database, annually calculates and apportions the assessments
and special taxes, reviews Council resolutions, submits the levies, researches parcel exceptions, fields property
owner inquiries, monitors delinquencies, attends meetings, and prepares both an annual Engineer’s Report and
Special Tax Report. In addition, Willdan has conducted annexations into Landscaping and Lighting District No. 87-01
on an as-needed basis.
Willdan also recently assisted the City with the formation of CFDs 4A, 4B, and 4C and supported the City in the
issuance of bonds for the first two. The three CFDs are associated with the development of a Del Webb residential
development project in the City, and collectively encompass more than 600 single-family residential units.
Willdan will continue to work with the City going-forward to assist in the annual administration of the districts, including
calculation of the annual taxes for properties in the CFDs and the assessments for properties in the maintenance
districts.
Client Contact: Ryan Stendell, Public Works Director
69-825 Highway 111, Rancho Mirage, CA 92270
Tel #: (760) 770-3224, Ext 254 | Email: ryans@ranchomirageca.gov
Project Dates: February 1994 to present
Project Team: D. Louie, M. Laase, D. Diaz, B. Quaid & T. Peter
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City of La Quinta, California
3. Staffing & Project Organization
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 products.
With that philosophy in mind, we propose to staff this engagement with experienced professionals. We are confident
that our team possesses the depth of experience that will successfully fulfill the desired work performance.
Team Member /
Project Role
Years of
Experience
Project
Responsibilities
Benefit to the
City of La Quinta
Daniel Louie
Project Manager 16 years
Manage daily tasks, work
closely with analytical and
administrative staff
Communicate continuously with
City staff on all aspects of the
engagement
Coordinate internally to manage
annual administration process
Understands day-to-day annual
administration and concurring work
cycles
Michelle Laase
Co-project Manager 10 years
Oversee and provide back-up
assistance to project
management
Conduct peer review of work
deliverables
Knowledge of La Quinta’s internal
processes and L&L
Dulce Diaz
Analytical Support 2 years
Ensure appropriate data is
collected, interpreted,
researched and correctly
inputted/updated
Proficient with large databases,
and importing, sorting, and
filtering data
Large database analysis, timely
submittal of levy
Robert Quaid
Quality Control
Manager
20 years
Work with project managers to
provide review of levy files and
all new districts
Crafts best practices review
checklists for the entire district
administration team, hosts
training sessions year-round
and provides detailed review on
projects as needed
Quality assurance for data integrity
and assessment accuracy
Jim McGuire
Technical Advisor 29 years
Provide Proposition 218
technical advice
Review the benefit assessment
methodology, if needed
Focused on finding workable
solutions and approaches to
effectively utilize assessments, while
minimizing General Fund subsidies
Tyrone Peter, PE
Assessment
Engineer
15 years
In-house, on-call, Assessment
Engineer
Review/certify Engineer’s
Report
Provide technical engineering advice
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City of La Quinta, California
4. Experience
Unique Qualifications
In addition to our extensive experience administering the City’s Street Lighting and Landscape District No. 89-1, Willdan
possesses the following unique qualifications, which sets us apart from our competitors.
Our staff has 34 consecutive years (Over 58 years for Willdan Group, Inc. overall) of providing engineering
and consulting services related to special districts.
Ample Resources — an extensive staff of over 30 individuals devoted to annual administration of special
districts, including levy submittal, delinquency management, continuing disclosure, and property owner
inquiries generated by such services. Our in-house staff performs district formation and administration,
continuing disclosure, arbitrage rebate, municipal advisory, apportionment, and delinquency management
services.
A focus on customer service, expressly on acting as an extension of agency staff.
MuniMagic+ — specifically designed for district administration — is the database tool our project team utilizes
to process levies, automate delinquency management, and to serve as a central source to address property
owner and interested parties’ inquiries. New functionality allows for the documentation of phone call activity.
In-house licensed engineers to generate Engineer’s Reports and related documents.
Internet Access (optional) — access to special district information is available to clients for whom Willdan
administers district data.
Geographical Information Systems — ability to access in-house, state-of-the-art GIS services, which is
utilized for parcel/boundary audits, development of acreage information, and mapping/measuring
improvements
Money-saving Techniques — innovative, cost effective, and comprehensive ways to meet your district
formation and administration needs. Furthermore, we employ a variety of tools, including monitoring project
status, implementing money-saving techniques (e.g., merging travel for meetings with adjacent agencies;
employing technology [MuniMagic+] to enhance speed and accuracy; and utilizing administrative and support
staff to decrease time of higher priced management staff).
One-stop Shop — in addition to our administration services; financial consulting services are offered
consisting of cost-of-service studies, rate analysis, district formation, fiscal impact studies, and economic
analysis — all of which enhance our capabilities to serve public agencies.
Innovations
To administer special districts accurately and efficiently on behalf of our clients, Willdan has
developed 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 menu-
driven format. With current changes in legislation and new programs focused on Property
Assessed Clean Energy (PACE), Willdan IT/Development staff developed an updated web-
based version of the original legacy system, which was rolled out in September 2018.
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City of La Quinta, California
MuniMagic+ is our secure proprietary web-based data management application, which 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 utilizes 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 munimagic.com. This access allows
licensed agency staff to access parcel-related information, such as Assessor Parcel Number (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.
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 right, 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. Mr. Robert Quaid, a former Certified Public Accountant, is instrumental in preparing quality
control checklists and sign-off mechanisms for each of our administration services. 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.
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City of La Quinta, California
Property Owner Service Representatives
Willdan acts as the primary contact to provide assistance and answer property owner questions regarding the
districts. Willdan’s toll-free telephone number will be provided to the County of Riverside for inclusion on the tax
bills for property owners to 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. A phone call log can be sent (upon request) to the City.
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 readily access the owner’s name, the
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 will reach a live
representative, and not voicemail. This ensures that City staff is not directly impacted by these calls, but instead
can be confident that property owner inquiries are answered expediently and professionally.
Our representatives field property owner and other interested parties’ questions in fluent English, Spanish, Tagalog,
Korean, and Vietnamese. They 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).
They have been trained to respond to
questions relating to fees, charges,
assessments, and special taxes. They use
Willdan’s proprietary computer system to
readily access the owner’s name, the APN,
the existing taxes or assessments, and more;
thus enabling expedient service. 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?
We will meet with your staff to discuss appropriate answers to these and other pertinent questions; likewise, we will
provide our property owner service representatives with an authorized script. In addition, our property owner service
representatives will keep a phone call log, a sample call log has been provided above.
5. Subcontracting Services
Willdan will not require the assistance of a subcontractor in order to complete the scope of services identified within
the City’s RFP for L&L Annual Levy Administrative Services.
6. Project Understanding
Project Understanding
For 20 years Willdan has served as the City’s distr ict administrator and our team possesses first-hand experience
working with City staff and understands the necessity for responsive, effective communication. Willdan’s legacy
knowledge specific to Street Lighting and Landscape District No. 89-1 and the corresponding assessments is
unmatched. Furthermore, the project timeline provided within has been customized to the City’s assessment districts
and created to coincide with the City’s internal deadlines.
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City of La Quinta, California
We understand that outsourcing these services is an important consideration for the City. Rest assured, our special
district administration and formation experience, coupled with our Proposition 218 knowledge is extensive. Willdan
is a service-oriented firm that delivers a quality product to public agencies and, ultimately, to the public. We
specialize in approaching an agency’s needs with a thorough knowledge of the start to finish requirements of the
project at hand.
Project Approach
Willdan views this project as a collaborative effort between the City and our team. Our broad range of professional
expertise, as well as our 20 years of experience working with the City, makes Willdan uniquely equipped to help
address the following key project aspects:
Adherence to proposed timelines and effective communication with City staff;
Required database storage and management to correctly calculate levy amounts for County tax roll
submission;
The review, preparation, and presentation of required documents to City Council for approval;
The availability of experienced personnel to serve as an extension of City staff in resolving any requested
issues; and
The capacity to keep abreast of legislative changes, especially those related to Proposition 218.
In order to address these items, our team will work with City staff to deliver our services in the following manner:
1. Meet with City staff to accurately identify specialized needs, requirements, establish timelines, communication
channels, project due dates and other project specifics. Our staff takes responsibility to facilitate this
communication, to provide written timelines, project deadlines, and to summarize meetings in writing.
Willdan’s project goals include: functioning as an extension of your staff, utilizing our extensive experience to
help anticipate potential problems and pitfalls, and implementing procedures and policies both internally and
in coordinating with the City, as well as with other interested parties to help ensure accuracy, timeliness and
service.
2. Maintain a computerized database of the districts by utilizing our proprietary MuniMagic+ software. Willdan
will utilize our technological expertise to present the assessment information required by the City on an
Internet Website. Parcel data can be accessed 24/7 by the City through this menu driven format; thus, allowing
a seamless delivery of quality and timely data to ensure effective communication with City staff. The
MuniMagic+ software has been designed to ensure full integration of all parcel information in a single software
program, which warrants that our work is accurate. Furthermore, this software provides exceptional flexibility
that enables our analysts to generate appropriate standard and customized reports throughout each phase of
our work.
3. Update and maintain parcel databases for each district. Project Manager Daniel Louie and Co-Project
Manager Michelle Laase will calculate the assessment amounts, and coordinate the timely delivery of the
parcel data to the County of Riverside for each affected property owner. Our staff has extensive experience
working with the Riverside County Office of the Assessor and is extremely familiar with their procedures and
practices.
In addition to performing tasks associated with the calculation and submittal of the assessments to the County,
our staff will complete the staff reports (upon request), resolutions, Engineer’s Reports, and coordinate the
process of approving the Engineer’s Report before the City Council, as specified by Proposition 218 and the
Landscaping and Lighting Act of 1972.
4. Work products will be carefully passed through a review system prior to levy submittal to the County. This
review system entails peer, project manager, and quality assurance manager approval.
5. Serve as an extension of City staff by keeping abreast of City policies, as well as with other state and federal
regulations. As regular attendees and speakers at municipal conferences like the California Municipal
Treasurers Association (CMTA), the California Society of Municipal Finance Officers (CSMFO), the League
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City of La Quinta, California
of California Cities (LOCC), the Association of California Water Agencies (AWWA), and the California Special
Districts Association (CSDA), our staff is actively involved with current events transforming legislation that
affects governmental agencies throughout the state.
7. Scope of Work
Provided herein is a detailed description of the tasks associated with the annual administration of the City’s
Landscape & Lighting Assessment District 89-1.
1. Schedule an annual kick-off meeting with City staff to review the existing district information. Identify and
discuss possible changes to the district for the upcoming fiscal year, including budget issues, annexations,
modification or expansion of district improvements, as well as legislative changes that may impact the district.
2. Prepare an annual levy timeline identifying key dates and timeframes for pertinent tasks throughout the levy
process. This timeline will be reviewed and discussed with City staff. As needed, the timeline will also be
adjusted to address the City’s scheduling requirements or proposed district changes.
3. Review the district budgets provided by the City, and coordinate with City staff to assist with accurate cost-
recovery accounting. Willdan will assist City staff to prepare and review the annual district budgets; thus,
ensuring the appropriate incorporation of maintenance contract costs, administrative expenses, material
costs, capital costs, and other incidental costs into the district budget to achieve maximum cost-to-benefit
equity. Willdan can help verify that adequate and appropriate fund balances are identified. In addition, Willdan
will use the updated parcel databases for the district to provide estimates of the assessment revenue for the
upcoming fiscal year. These revenue estimates will be incorporated into the fiscal year budgets for the district,
which will be analyzed to determine required changes in the level of assessment or funding from other
sources.
4. Maintain and update a parcel levy database by using the parcel information from various sources. As new
data becomes available, update the database and enhance the data through parcel research using current
secured roll information, County Assessor maps, various third-party resources, and specific information
provided by the City (e.g., up-to-date map approval status, building permits or certificate of occupancy data).
Updates to the database will include those necessitated by the addition and/or removal of parcels, land
subdivisions and merges, ownership and mailing address changes, and adjusted benefit unit information. This
database will then become the source for the calculation of the annual district assessments.
Based upon their assigned benefit, Willdan’s MuniMagic+ software will be used to calculate the annual
assessments for the parcels within the district. The same data can then be used to reproduce databases of
assessed parcels in hardcopy, or other electronic formats. The County secured roll, Assessor’s parcel maps,
or any other necessary or required data sources for the calculation of the annual assessments will then be
purchased by Willdan.
5. Draft resolutions (if requested) to be adopted in conjunction with the annual levy of assessments by utilizing
resolutions previously adopted by the City for the annual levy process. If requested, assist City staff in the
preparation of staff reports. The City acknowledges that the City Attorney will review all resolutions for form
and content, as is intended.
6. Attend the annual public hearing and be available to answer any questions.
7. Prepare in accordance with the Landscaping and Lighting Act of 1972 and the provisions of California
Constitution Article XIIID (Proposition 218), the district’s annual Engineer’s Report.
The Engineer’s Report will include the following required items:
A general description of the district, which may include key historical facts, zone designations, and
discussion of district benefits.
A description of the plans and improvement specifications (this may apply to documents on file at the
City).
An estimate of the costs of the improvements (budget).
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City of La Quinta, California
A description of the Method of Apportionment (asses sment calculation).
A diagram of the district (provided by the City).
An inventory map (provided by the City).
An assessment of the estimated cost to each parcel.
8. Provide the City with two (2) bound copies of the full Engineer’s Report, and one (1) bound copy of the
confirmed assessment roll.
9. Provide assessment amounts for each parcel by Assessor’s Parcel Number to the County Auditor/Controller’s
Office in the media, format, and configuration required by the County for placement on the annual property
tax roll.
10. Provide resolutions ordering the levy, collection of assessments, and any other necessary information to the
County Auditor/Controller’s Office.
11. Research the exceptions upon receipt of a parcel exceptions list from the County; and update parcel number
changes, as well as report the revised parcels and updated levy amounts to the County. As necessary, Willdan
will prepare for City staff additional County-required correspondences relating to the submittal, correction, or
removal of assessments to the County tax roll.
12. Provide the City with a levy summary report comparing budget amounts to the actual applied levy. This levy
summary will include a description of the reasons for any significant variances between the amounts
budgeted, and the amounts actually applied to the County tax roll.
13. Act as primary contact (at the discretion of the City) to answer property owner questions regarding the district
and assessments. Willdan typically provides the County our toll-free telephone number for inclusion on the
tax bills for property owners to call with questions.
14. (Optional): Prepare and mail invoices (handbills) to all property owners whose proposed annual assessment
for their parcel could not be applied to the County tax roll (parcels for which the County does not generate a
tax bill). These invoices would be provided in two installments, similar to the County tax bills, and would be
payable directly to the City. This is an optional s ervice, and the cost associated with this service is not included
in the annual fee; but may be provided at our then current hourly consulting rates (see “Additional Services”
section), plus expenses.
15. Upon request, provide services related to the annexation of new areas/development to the existing district. A
corresponding scope and fee will be provided to the City for review and feedback prior to project initiation.
Client Responsibilities – Annual Administration
As required by law, the City is responsible for publishing the Public Hearing notices in the local newspaper, as well
as for the posting of these notices.
Willdan will rely on being able to obtain the following information from the City:
Annual budget information, including estimated fund balances.
Changes, modifications, or updates to the improvements described in the previous year’s Engineer’s
Report(s).
Copies of the resolution(s) and other documentation required by the County for submittal of the annual levy.
Updated boundary diagrams, as required.
Pertinent development information, if needed.
8. Project Schedule
Provided on the following page is Willdan’s proposed timeline specific to the administration of the City’s Street
Lighting and Landscape District No. 89-1.
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City of La Quinta, California
9. Cost Proposal
Provided under separate cover per the RFP instructions.
Day of Target (Balloting Not Required)
the Week Date Project Tasks
Wednesday 01/26/2022
Kick-off Meeting: Discuss the District, the levy process and overall expectations — City Council Meeting
dates, staffing changes, budget information, District specific changes (including the improvements and
services provided, formations or annexations, changes to the assessments particularly new or increased
assessments), and the anticipated levy timeline.
Thursday 02/10/2022
Based on the kick-off meeting Willdan provides the City with revised budget worksheets and timeline
options (if revisions are necessary).
Thursday 02/10/2022
Willdan establishes new levy database for the current year, including preliminary database checks, land use
and parcel changes. Identify all levy issues including any additional maps or parcel information necessary to
complete the Preliminary Engineer's Report.
Friday 04/15/2022 City provides Willdan with Preliminary Budget Information.
Friday 04/22/2022 Willdan develops draft Engineer's Report and begins Preliminary Assessment Evaluation.
Friday 04/22/2022
City staff and Willdan discuss the budgets, proposed assessments, and revenue alternatives based on
Preliminary Assessment Evaluation. City staff confirms their intent to not have any new or increased
assessments (no property owner ballots will be required) and finalize the levy process.
Friday 04/29/2022 City provides Willdan with final revisions to the budget based on previous discussions.
Tuesday 05/10/2022
Willdan completes final modifications to the Engineer's Report based on City's input of the proposed
assessments and budgets, and finalizes resolutions and documentation.
Thursday 05/12/2022 Willdan delivers: 1) Preliminary Engineer's Report; 2) Resolution and documents necessary for the
Intent Meeting; 3) Resolutions and documents needed for the Public Hearing (if completed).
Tuesday 06/07/2022 Intent Meeting: Council adopts resolution: 1) Resolution of Intent and Preliminary Approval of the
Engineer's Report (reviews and preliminarily approves the report and the proposed assessments).
Thursday 06/09/2022
Willdan delivers: 1) Resolution to be adopted at the Public Hearing (if not previously provided); 2)
Final Engineer's Report (if changes or modifications to the Preliminary Report were ordered
by City Council action or if any substantial or material changes must be made to the report on
file with the City Clerk).
Friday 06/10/2022
Pursuant to sections 22626, 22552 and 22553 of the 1972 Act and 6061 of the Government Code, the City
Clerk shall publish the Resolution of Intention one time at least 10 days prior to the Public Hearing.
Tuesday 06/21/2022
Public Hearing: Council holds public hearing regarding the District and assessments. After the public
hearing has closed, the Council may discuss and adopt the appropriate resolutions for the District and levy of
assessments: 1) Resolution Approving the Engineer's Report (As Submitted or Amended); and
2) Resolution Ordering the Levy and Collection of Assessments.
Tuesday 06/21/2022
City Clerk provides Willdan with two Certified "wet copies" of all documents to be submitted to the County with
the assessment roll including the Resolution Ordering the Levy and Collection of Assessments and
any Proposition 218 Compliance Documentation.
Friday 07/01/2022
Willdan reviews, confirms and updates all levy database files reflected in the Engineer's Report, budgets
and/or assessment rates approved by the City Council.
Friday 08/05/2022 Willdan submits levy to County (levy tape, resolutions and any other documentation).
Tuesday 08/16/2022 Willdan submits levy corrections to the County for all taxable exceptions.
Friday 10/07/2022 Willdan provides the City with an Applied Levy Summary.
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10. Acknowledgement of Insurance Requirements
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City of La Quinta, California
11. Non-Collusion Affidavit
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12. Acknowledgment of Addenda
27368 Via Industria, Suite 200
Temecula, CA 92590-4856
951.587.3500 | 800.755.6864 | fax: 951.587.3510
www.willdan.com