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Proposal to Provide Developer Fee Justification Study

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Proposal to Provide Developer Fee Justification Study SOUTH FORK UNION SCHOOL DISTRICT PROPOSAL TO PROVIDE DEVELOPER FEE JUSTIFICATION STUDY JUNE 21, 2018 PREPARED FOR: South Fork Union School District 5225 Kelso Valley Road Weldon, CA 93283 T 760.378.4000x150 PREPARED BY: Cooperative Strategies 8955 Research Drive Irvine, CA 92618 T 844.654.2421 OUR MISSION Cooperative Strategies is dedicated to assisting local educational agencies in providing quality facilities for America’s students. Our experienced and knowledgeable staff offers guidance throughout every step of the planning and financing of educational facilities—utilizing innovative technology, out-of-the-box problem solving methods, and inspiration from the best practices across the country. It is our mission to build long-term relationships with our clients and provide them with resources and services for any and all of their needs along the way. This commitment allows our clients the peace of mind to focus on their core mission of educating students. OUR EXPERTISE FACILITIES PLANNING/ DEMOGRAPHIC SERVICES: • Annual and Five-Year Reports • Educational Specifications • Attendance Boundary Analyses • Enrollment Projections • Capacity Analyses • Facilities Assessments • Community Outreach • Facilities Master Planning • Design Standards & Guidelines • Facilities Usage Fee Justification Studies • Developer Fee Justification Studies • Geographic Information Systems Projects • Developer Impact Analyses • School Facilities & Funding Action Plans • Developer Negotiations • School Facilities Needs Analyses • Educational Adequacy Analyses • Trustee/Voting Areas FINANCIAL ADVISORY SERVICES: • Bond Anticipation Notes • Lease Revenue Bonds • Certificates of Participation • OPEB Benefits • Continuing Disclosure • Redevelopment/Urban Renewal • Debt Refunding/Restructuring • Special Tax Bonds • Funding Programs • Tax and Revenue Anticipation Notes • General Obligation Bonds PROGRAM IMPLEMENTATION SERVICES: • Clean Energy/Energy Efficiency • Site Acquisition/Disposition • Owner's Representation • State Funding Assistance • Project Management • SPECIAL TAX/ASSESSMENT SERVICES: • Assessment District Administration • Community Facilities District Formation • Assessment District Formation • Delinquency/Foreclosure Assistance • Community Facilities District Administration • Parcel Taxes BROWSER BASED SOFTWARE: • CerTracsTM • Facility101TM • TM • TM DisclosureCompliance myschoolLOCATION TOC SECTION PAGE INTRODUCTION Letter of Interest SECTION I Firm Overview --------------------------------------------------------------------------- 1 SECTION II Scope of Services ------------------------------------------------------------------------ 3 SECTION III Related Services ------------------------------------------------------------------------- 10 SECTION IV Experienced Personnel ----------------------------------------------------------------- 13 SECTION V Past Projects ------------------------------------------------------------------------------ 16 SECTION VI References --------------------------------------------------------------------------------- 19 SECTION VII Fee Proposal ------------------------------------------------------------------------------ 21 INTRODUCTION – Letter of Interest LETTER OF INTEREST Debbie Kennedy Administrative Assistant South Fork Union School District 5225 Kelso Valley Road Weldon, CA 93283 RE: Proposal to Provide Developer Fee Justification Study Dear Ms. Kennedy, Cooperative Strategies, LLC is pleased to submit the enclosed proposal ("Proposal") to provide developer fee justification study services to South Fork Union School District ("SFUSD" or "School District") to justify statutory school fees ("Level I Fees") up to the maximum amount allowed by the State Allocation Board. For more than 25 years, our firm has helped plan and finance school facilities for more than 2,000 Local Educational Agencies ("LEAs") across the nation. Our philosophy is to provide consulting services primarily to LEAs; we believe it is important to understand our clients' specific needs, which cannot be done as thoroughly as consultants that serve competing public sector entities. Furthermore, we believe in partnerships and building relationships to aid our clients in achieving their long-term goals and objectives. We currently assist close to 150 school districts all across the State of California ("State") with developer fee services. Our experience includes aiding the smallest, rural districts, to some of the largest urban and suburban districts in the State. This wide range of expertise has allowed us to refine our approach to ensure nothing is missed when calculating Level I Fees, giving our clients the peace of mind that our reports can provide back up to developers and the community that the resulting fee is fully justified. Thank you for the opportunity to submit the enclosed Proposal. Should you have any questions, please do not hesitate to contact me. We look forward to the prospect of working with you and SFUSD! Sincerely, Michael Hobson Director, Client Solutions 949.250.8320 [email protected] SECTION I – Firm Overview FIRM OVERVIEW STATS: About Us: 25 + Cooperative Strategies was formed to offer premier YEARS consulting services to LEAs across the nation and has been OF aiding school districts in providing quality facilities for their EXPERIENCE students for over 25 years. In just the past few years, we've grown from a California-based company to a nationwide 3 firm, with 50 professionals seated in three (3) locations in U.S. California, Colorado, and Ohio. OFFICE LOCATIONS As our firm grows, we strive to continually expand our resources and offer fresh approaches to our clients with 30 + improved scale and capabilities. This includes a UNIQUE commitment to embrace technological advances and build SERVICE efficiencies so we can offer cost-effective consulting to school LINES districts all over the country, regardless of their distance from our offices. 2,000 + SCHOOL Having served more than 2,000 educational clients across 47 DISTRICTS states and several countries, we provide our clients a unique SERVED level of service that is based on the best practices in the industry. We focus on building long-term relationships, 15 + which means our services are not concentrated on a one-time BILLION transaction, but rather on the specific characteristics and DOLLARS IN future goals of our clients. BONDS Our Services: Our professionals are dedicated to providing school districts with unique planning solutions from an experienced perspective. We pride ourselves on focused expertise while maintaining the ability to offer a broad spectrum of customized services in the areas of facilities planning/demographics, financial advisory, program implementation and special tax/assessment services. Our comprehensive services allow us to serve as the voice of a school district from initial planning to final construction while taking on a pivotal role in ensuring the overall educational vision is understood and accounted for at all times. By truly becoming a partner with our clients, we become an extension of the school district itself, effectively freeing up time and effort to allow administration to focus on their core mission of educating and serving students. SOUTH FORK UNION SCHOOL DISTRICT PROPOSAL TO PROVIDE DEVELOPER FEE JUSTIFICATION STUDY PAGE 1 SECTION I – Firm Overview Our Office Locations: OHIO 3325 Hilliard Rome Road Hilliard, OH 43026 T 614.798.8828 COLORADO 14142 Denver W. Pkwy., Ste. 280 Lakewood, CO 80401 T 720.466.8680 CALIFORNIA 8955 Research Drive Irvine, CA 92618 T 949.250.8300 Team Qualifications: • Four (4) Recognized Educational Facility Planners ("REFP") by the Association for Learning Environments (formerly Council of Educational Facility Planners International ("CEFPI") • Six (6) Series 50 Qualified Municipal Advisors • Certified Geographic Information Systems Professional ("GISP") • National recognition as leaders in educational facility planning and for effective consensus-building activities • Backgrounds in education, technology, facilitation, and management • Professional training through and numerous presentations at state, national, and international organizations • Conducting and coordinating projects in 47 states and the District of Columbia, Canada, Kuwait, and Honduras • Involvement in developing prototypical elementary, middle, and high school facilities • Over 280 Educational Specifications for elementary, middle, high and other schools • Over 250 Facility Plans for urban, suburban, and rural communities • Over 3,000 Enrollment Projections • One (1) national and two (2) statewide facility assessments • Development of planning standards for state and local districts • Approximately 1,000 justification studies/impact mitigation plans SOUTH FORK UNION SCHOOL DISTRICT PROPOSAL TO PROVIDE DEVELOPER FEE JUSTIFICATION STUDY PAGE 2 SECTION II – Scope of Services SCOPE OF SERVICES Developer Fee Justification Studies: Over the past several years, we have completed one or more developer fee justification studies ("Fee Studies")/impact mitigation plans for over 150 LEAs. Not only is our approach to these analyses conceptually complete, but it has also undergone extensive legal review. As a result, we believe that this approach provides our LEA clients with the highest available assurance that the resulting fee and/or mitigation payment structure will comply with all relevant requirements of Assembly Bill ("AB") 181, AB 1600, AB 2926, AB 2751, and other sections of the Government Code. In addition, our methodology
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