Woolpert (formerly Cooperative Strategies)Senior Associate
Jan. 2020 - Dec. 2020Irvine, California, United States• Undertook data collection, built models, and presented information to school districts to address business problems and COVID concerns and presented findings to school district officials and school boards. • Administered Community Facilities Districts, which includes calculating Special Tax levies, enrolling taxes with the county, Disclosure reporting, and responding to property owner inquiries. • Work with various Counties to monitor parcel changes, tax delinquencies, and property ownership. • Aggregated development and map data from a variety of sources to warehouse in a database and model the annual special taxes pursuant to the rate and method of apportionment. • Prepare and disseminate annual continuing disclosure reports to comply with the reporting requirements in the bond continuing disclosure agreement and SEC Rule 15c2-12(b)(5). • Prepare and file the California Debt and Investment Advisory Commission Report pursuant to California Government Code 53359.5 for all Community Facilities Districts that have issued bonds. • Oversaw staff, to include but not limited to coaching, training, and regular staff meetings. • Identified valuable data sources and automate collection processes and analyzed large amounts of information to discover trends and patterns. • Conduct quantitative analysis of various data points to forecast revenues and creditworthiness for the purposes of issuing bonds for the acquisition, construction, and funding school facilities for PK-12 school districts.