FINANCIAL ENGINEERING SERVICES for the UPDATE of SYSTEMS DEVELOPMENT CHARGES.
The City of West Linn requests proposals from individuals or firms qualified in financial engineering
services to update the water and streets System Development Charges (SDCs) in conjunction with
completion of the new Water Master Plan (WMP) and the Transportation System Plan (TSP). The
requested services will assist the City in implementing the two new master plans. The project scope in
general includes: review of existing water and street utility financial information, review of water system
and transportation network master plans, evaluate the new Capital Improvements Projects list (CIP) and
the project allocation, evaluate various suggested methodology changes, prepare documentation
supporting the methodology changes, calculate revised SDCs resulting from the modified methodologies,
provide draft and final reports, and participate in at least two public meetings at which the adoption of the
proposed SDC modifications will be considered. The anticipated scope of work for this project will require
expertise in financial, legal, and engineering fields. The consultant(s) must be familiar enough with ORS
223 to provide a document that will pass legal review by the City of West Linn City Attorney and prepare
a methodology report and SDC tables, present results to City staff review and to City Council for
adoption. Deliverables must be ready for adoption within 120 days of Notice to Proceed.
