Agmt06 Bartle Wells - Financial Consulting

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ALEX T. HANDLERS, CIPFA Experience Alex T. Handlers is a vice president of Bartle Wells Associates with expertise in the areas of water and wastewater rates and fmance. He develops long-term enterprise fmancing plans, utility rates, and development impact fees for water, wastewater, and recycled water enterprises. He has consulted for a wide range of California cities and special districts on over 70 fmancial consulting assignments. Mr. Handlers is familiar with the legal requirements of Prop. 218 and AB1600 and has helped agencies implement a wide variety of water and sewer rate and fee structures. He also specializes in evaluating fmancing alternatives for capital improvement programs. To date, he has helped California agencies obtain over $700 million in project fmancing via competitive & negotiated bond sales, bank loans and lines of credit, and state and federal grant/loan programs. He is experienced coordinating public outreach efforts and giving public presentations. Prior to joining the firm in 1999, Mr. Handlers worked as a city analyst and as a strategic communications consultant. Representative Assignments . City of Redwood City: Development oflong-term water enterprise financial plan designed to fund an $84 million recycled water project and future wholesale water purchases - wholesale water rates are projected to more than triple over the next decade - with a series of gradual, moderate, rate adjustments. . City of San Mateo: Sewer rate study and development of a long-term financial plan to support $115 million of wastewater system capital improvements. . Union Sanitary District: Long-term sewer enterprise financial plan, development of fund reserve and debt management policies. . City of Milpitas: Financial master plans, utility rate studies, and connection fee updates for the City's water, recycled water, and wastewater enterprises. . Ironhouse Sanitary District: Developed long-term financing plan and sewer rates supporting construction of a new $65 million wastewater treatment facility. Currently assisting with development of connection fees and a Revenue Program to help District obtain a low-rate State Revolving Fund Loan. . City of Grass Valley: Water and wastewater financing plans and rate studies. . City of Foster City: Water and wastewater financing plans, rate studies, and customized fmancial and rate models. . San Francisco Public Utilities Commission: Developed water enterprise financial projections supporting the SFPUC's 2006 issuance of bonds to financing Hetch-Hetchy system improvements. . East Palo Alto Sanitary District: Sewer rate study, financing plan, and connection fees. . El Dorado Irrigation District: Developed a strategic financial plan for five-year capital improvement program totaling over $280 million. Developed water, wastewater, and recycled water rates. Served as financial advisor on $160 million of negotiated fixed and variable rate debt. . City of Palm Springs: Wastewater financing plan, rate study, and connection fee update. . West Valley Sanitation District: Developed long-range financing plan for District's operating and capital programs, recommended a series of phased rate adjustments, and issued $7 million of bonds. Education M.P.A. - University of Washington B.A. - Lehigh University Certifications CIPF A - Certified Independent Public Finance Advisor Member - National Association ofIndependent Public Finance Advisors 8 .__e_.........._._..