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Agmt06 Bartle Wells - Financial Consulting
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Agmt06 Bartle Wells - Financial Consulting
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Last modified
10/1/2008 10:50:51 AM
Creation date
9/7/2006 11:41:26 AM
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Agreement
Contractor Name
Bartel Wells Associates
PROJECT NAME
Professional Financial Consulting Services
Date
9/7/2006
Box
6586
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<br /> THOMAS E. GAFFNEY, CIPFA, PE <br /> Experience <br /> Thomas E. Gaffney is a principal consultant ofthe firm and has over 30 years of consulting experience. He is <br /> an expert in developing financing plans, connection and impact fee studies, utility rate studies, institutional <br /> programs, contract negotiations, and bond marketing. Mr. Gaffney has directed projects involving more than <br /> 300 separate agencies in California and five other western states. <br /> Mr. Gaffney has developed the key terms and conditions of multiple-agency agreements for over 20 regional <br /> financing programs. Tom has served as project manager on projects involving water and wastewater, <br /> reclaimed water, hydroelectricity, public buildings, community storm drainage, flood control, and highways. <br /> He has helped implement utility billing systems for over 20 local agencies. Mr. Gaffney has managed sales of <br /> various forms of municipal bonds. <br /> Mr. Gaffney specializes in water related fmancing plans and rate studies. He has worked extensively <br /> developing wastewater revenue programs conforming to the SWRCB's Revenue Program Guidelines. He has <br /> developed water rate analyses involving virtually every type of fixed and volume water rate configurations. <br /> Representative Assignments <br /> . City and County of San Francisco: Prepared financial plans for $2.5 billion of water facilities and <br /> $800 million of wastewater facilities. Prepared analysis of water and sewer rate structures. <br /> . City ofVacaville: Water and wastewater rate studies and wastewater capital facilities financing plan. <br /> Developed wastewater connection charge. <br /> . Napa Sanitation District: Prepared a revenue program required for SRF loan approval. Developed a <br /> pay-as-you-go financing plan for $10 million of wastewater facilities. <br /> . Selma-Kingsburg-Fowler CSD: Prepared a Financial Policies and CIP Update for $28 million of <br /> capital facilities. Recommended connection charges for the district and its member cities. <br /> . City of Woodland: Prepared water, wastewater, and storm drain rate studies. Developed a fully pay- <br /> as-you-go fmancing plan for each of the three City enterprises. <br /> . City of Thousand Oaks: Wastewater financing plan including SRF loans, revenue bonds, and rates and <br /> connection charges for $75 million of capital improvements. <br /> . Marin Municipal Water District: $234 million capital facilities financing master plan; connection <br /> charge study; marketing of COPs and revenue bonds. <br /> . Novato Sanitary District: Financial advisor for $70 million wastewater treatment master plan. <br /> Recommended a reserve policy plan for District funds. <br /> . Alameda County Zone 7 Water Agency: Prepared a plan for financing agricultural water facilities <br /> totaling over $200 million. Developing financing elements for stream management master plan. <br /> Memberships and Professional Affiliations <br /> . Association of California Water Agencies <br /> . California Association of Sanitation Agencies <br /> . California Water Environment Association <br /> Registrations/ Certifications <br /> Registered Civil Engineer in California <br /> Certified Independent Public Finance Advisor (CIPFA), and professional member of the National Association <br /> of Independent Public Finance Advisors <br /> Education <br /> B.S., Civil Engineering, University of California, Berkeley <br /> M.B.A., Finance, University of California, Berkeley <br /> 9 <br /> ----,--,..."..._,,_.~. ---->>..- <br />
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