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Government Organization Statement of Qualifications GOVERNMENT ORGANIZATION Open Space and Agricultural Preservation Programs Intergovernmental Agreements Special District Formation, Consolidation and Dissolution Annexation Studies Municipal Incorporation Municipal Service Reviews 2012 ABOUT ECONOMIC & PLANNING SYSTEMS The Firm Economic & Planning Systems, Inc. (EPS) is a land economics consulting firm experienced in the full spectrum of services related to real estate development, the financing of public infrastructure and government services, land use and conservation planning, and government organization. Guiding Principle EPS was founded on the principle that real estate development and land use-related public policy should be built on realistic assessment of market forces and economic trends, feasible implementation measures, and recognition of public policy objectives, including provisions for required public facilities and services. Areas of Expertise Government Organization Open Space and Resource Conservation Land Use Planning and Growth Management Public Finance Real Estate Market and Feasibility Analysis Fiscal and Economic Impact Analysis Reuse, Revitalization, and Redevelopment Real Estate Transactions and Negotiations Regional Economics and Industry Analysis Transportation Planning and Analysis Asset Valuation and Repositioning Clients Served Since 1983 EPS has provided consulting services to hundreds of public- and private-sector clients in California and throughout the United States. Clients include LAFCo cities, counties, special districts, multi- jurisdictional authorities, property owners, developers, financial institutions, and land use attorneys. Staff Capabilities The professional staff includes specialists in public finance, real estate development, land use and transportation planning, government organization, and computer applications. The firm excels in preparing concise analyses that disclose risks and impacts, support decision making, and provide solutions to real estate development and land use- related problems. EPS Locations Berkeley, Los Angeles, and Sacramento, California Denver, Colorado EPS Web Site www.epsys.com GOVERNMENT ORGANIZATION Local governments, including cities, counties, and special districts, provide a range of essential services to their constituent communities. These services, which include public safety, public health and welfare, education services, parks and recreation, land use regulation and environmental protection, underpin the quality of life and the economy of local communities and regions. Because of the dynamic aspects of urban areas—population growth and development, changing service demands and standards, and desire for improved governance—local government agencies regularly make organizational changes. New districts are created, new cities are incorporated, cities annex territory, and local governments form joint exercise of powers agencies. Most of these actions are regulated in California by Local Agency Formation Commissions (LAFCo) operating within each of the State’s 58 counties. EPS evaluates the costs, benefits, and feasibility of local government reorganization. As a part of this work, detailed pro forma budget forecasts for the new jurisdiction are prepared, alternative organizational options are evaluated, and impacts upon existing entities are estimated. These government organization studies draw upon EPS’s broader expertise in fiscal analysis, public finance, land use planning, and open space and agricultural preservation, as well as our thorough knowledge of local government forms and options and the mission and functions of LAFCo’s. Services Provided Open Space and Agricultural Preservation Programs—EPS prepares policies and programs intended to preserve open space and agriculture as a part of city and county general plan policy development, general plan implementation programs, and CEQA-based mitigation programs. As a central mandate for the State’s LAFCo’s is “…discouraging urban sprawl, preserving open– space and prime agricultural lands…”, EPS also assists LAFCo’s with developing open space and agricultural programs. Intergovernmental Agreements—EPS assists government agencies, including local, state, and federal agencies, with the formation of intergovernmental agreements. These agreements help to achieve a common interest, including the provision of a regional service such as transit or sewage treatment, the protection of natural resources, or the sharing of public revenues. EPS conducts feasibility analyses, prepares draft agreements, and assists with agreement negotiation. Special District Formation, Consolidation and Dissolution—EPS prepares financial feasibility studies for proposed special districts and for consolidation proposals. District formations are often necessary to create a municipal service and governance framework for newly developing communities or to improve services in existing communities. EPS feasibility studies are based on a multiyear, pro forma operating budget for the new district. EPS also specializes in preparation of special studies required before consideration of a district dissolution. Annexation Studies—EPS prepares financial feasibility studies for annexation of territory to existing cities and districts. These annexations are typically proposed to extend municipal services to peripheral areas designated for development or seeking improvements to municipal services. Economic & Planning Systems, Inc. 2 M:\SOQ\SOQs by PAR\Government Organization\Soq_GovOrg_Nov12.doc Government Organization EPS Statement of Qualifications November 2012 Municipal Incorporation Feasibility—EPS prepares financial feasibility studies for communities seeking municipal incorporation. These studies include initial feasibility studies completed for community-based organizations and comprehensive fiscal analyses legally required for formation. These feasibility studies are based on a multiyear, pro forma operating budget for the new city. Municipal Service Reviews—EPS prepares “municipal service reviews,” which are comprehensive assessments of local government agencies within a county. Concerns regarding the proliferation of special districts in California led to legislation requiring the Local Agency Formation Commissions to conduct reviews of existing local government entities. These reviews are intended to identify opportunities to improve municipal services through consolidation and other reorganization efforts. EPS also assists with identification and review of Disadvantaged Unincorporated Communities (DUCs), per recent State legislation. Representative Projects Open Space and Agricultural Preservation Santa Rosa/Rohnert Park Community Separator Area, Preservation Strategies, Sonoma County, California South Livermore Valley Area Plan Agricultural Preservation Strategy, Livermore, California Davis Agricultural Buffer and Farmland Mitigation Ordinance, Davis, California Yolo County Habitat Conservation Plan Economic Analysis and Financing Plan, Yolo County, California Davis Open Space Implementation Plan, Davis, California Santa Rosa Recreation and Needs Assessment Study, Santa Rosa, California Nicasio Valley Financial Evaluation of Transfer of Development Rights, Nicasio, California Green Valley Area Plan Transfer of Development Program, Solano County, California North Livermore General Plan Amendment, Open Space Strategy, Livermore, California North Natomas Agricultural Land Preservation Strategy, Sacramento, California San Martin/Gilroy Greenbelt Implementation Strategy Report, Gilroy, California Intergovernmental Agreements Tiburon/Marin County Cooperative Agreement, Tiburon, California Orange County Fire District Feasibility Study, Orange County, California Regional Transportation Authority Intergovernmental Agreement, Roaring Fork, Colorado Master Property Tax Sharing Agreement, San Joaquin County, California Special District Formation and Consolidation Mount Diablo Health Care District Special Study, Concord, California Morgan Hill Fire District Annexation Feasibility Study, Morgan Hill, California Mark West CSD Feasibility, Sonoma County, California Economic & Planning Systems, Inc. 3 M:\SOQ\SOQs by PAR\Government Organization\Soq_GovOrg_Nov12.doc Government Organization EPS Statement of Qualifications November 2012 Monterey CSD, Monterey County, California East Orange Water and Wastewater Utilities Study, Orange County, California Rancho Mission Viejo Public Services, Orange County, California Victorville Water Consolidation, San Bernardino County, California Victorville District Consolidation and Dissolution, Victorville, California Public Service and Facility Database, Santa Cruz County, California Mountain House Community Services District, San Joaquin County, California Orange County Fire District Feasibility Study, Orange County, California West Marin Septic Management Organizational Options and Feasibility Analysis, Marin County, California Southern Marin Fire Consolidation Study, Marin County, California Graton CSD Updated Financial Feasibility Analysis, Graton, California Annexation Studies Sunset Beach Governance Options Peer Review, Sunset Beach, California Martinez Annexation Study, Martinez, California Great Park Annexation Fiscal/Financial Analysis, Orange County, California Annexation Fiscal Analysis for Goleta Valley, Santa Barbara, California Southeast and Southwest Area Plans Financing Plans, Santa Rosa, California Danville Annexation Support, Danville, California North Natomas
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