Appendix A-1
BARRACO & ASSOCIATES, INC. Planning and Engineering Barraco and Associates, Inc. 2271 McGregor Boulevard Fort Myers, FL 33902 Tel: (239) 461-3170 Dan DeLisi, Vice President of Planning Barraco and Associates, Inc. is a local engineering, planning and surveying firm comprised of an experienced and diversified work force committed to providing quality and responsive consulting services to Southwest Florida. Barraco and Associates multi-disciplined team offers clients complete engineering, planning, design, permitting and development services. Our professional staff, along with a wide range of associates, can manage all aspects of planning and redevelopment projects, from initial site analysis through project visioning to drafting of engineering plans and construction management for residential and commercial development. Recent projects have ranged in size from a one acre mixed-use marina to a mixed-use village consisting of over 5,000 acres. The firm has 44 full-time employees including planners, professional engineers and licensed surveyors. Barraco and Associates is headquartered in Fort Myers with a branch office in Port Charlotte. ROGER BROWN & ASSOCIATES Retail 1 Devon Hill Road Baltimore, MD 21210 410-377-7400 Roger Brown, President Mr. Brown started his design career as an industrial Designer working with Dave Chapman, Goldsmith & Yamasaki, Inc. as a senior designer. His work experience included product, packaging, exhibit and graphic design. Rogers industrial design experience evolved into the field of contract interior design. Working with ISD,Inc. as a senior project designer he was responsible for planning, design, and production on a variety of commercial projects. In addition he designed custom products, furnishings and furniture. Mr. Brown was recruited to be design director for Panex Inc. in Montreal, the in-house tenant and exhibit design division for Place Bonaventure. Mr. Brown began his retail experience as head of interior design for The Rouse Company. In this capacity he administered a staff of interior, graphic and industrial designers, working on seven to ten regional malls project at a time. Mr Brown has been president / principal in his own firm for twenty five years, with offices in Sarasota, Florida and Baltimore, Maryland Over this period of time the firm has provided design services to retail and commercial developers, and institutional clients. Nationally the firm is best known for it retail design and merchandising. The firm has produced more than seventy five retail projects. A-2
NEALE MONTGOMERY Entitlement/Land Use Pavese, Haverfield, Dalton, Harrison & Jensen, LLP 1833 Hendry Street Fort Myers, Florida 33902-1507 (239) 336-6235 Neale Montgomery focuses primarily on real estate and environmental issues that relate to the development of land, including but not limited to permitting at the local, state, regional, and federal level. Represent clients in administrative hearings before local and regional entities and the Division of Administrative Hearing. The representation of private clients includes an array of private developers, including major agricultural interests, major community builders, and includes work on the necessary comprehensive plan amendment and rezoning for a new state university. The work on the University plan amendment required the creation of a committee which included key representatives from the affected agencies. It was necessary to draft a new comprehensive plan category that satisfied the concerns of the State Board of Regents, the County, private landowners, and future developers. The plan amendment was approved, and went into effect. The plan amendment was crafted to withstand the attack of organized environmental groups who objected to the concept of a new university and the location of the new university. The work in the private sector includes land use changes, environmental permitting and comprehensive plan amendments which requires the ability to draft conditions and legislation that accomplishes the best result for all of the interests involved. On occasion rezonings and plan amendments have been challenged, and it has been necessary to defend the government action. Thus, the experience includes an understanding of what is necessary to ensure the creation of legislative planning documents that are legally defensible. PARKER ASSOCIATES Marketing Consultant 14500 Beach Boulevard Jacksonville, FL 32250 904-992-9888 David Parker, Lead Principal Parker Associates is a professional organization providing marketing and sales consulting services to both public and private real estate and resort developers, homebuilders and investors. Initially established in 1982 as Clark Parker Associates, and modified to Parker Associates in 1990, the combined organizations have served over 300 clients in 28 states and 11 countries. Principals are President David F. Parker and Vice Presidents Chris Parker and Stephen Parker. The professional staff includes specialties in financial and fiscal impact modeling, consumer survey and focus group applications, new home sales management, and fluency in Spanish and Latin American cultures as well as market analysis for residential, commercial industrial and resort properties. A-3
PRAGER, SEALY & CO., LLC Financial Structuring 200 South Orange Ave., Suite 1900 Orlando, FL 32801 407-481-9182 Brett Sealy, Lead Principal Prager, Sealy & Co., LLC is a full service investment banking firm with offices in San Francisco, New York, Orlando and Virginia. Our firm specializes in two areas: higher education and special district finance. Our higher education group is based in San Francisco and its clients include the entire California State University System, Catholic University, Dartmouth University and UNC Chapel Hill. Our special district finance group is based in Orlando, with offices in Virginia and Colorado. Prager, Sealy & Co., LLC s special district finance group is the largest such group of any investment banking firm in the United States. We employ ten full time bankers that devote 100% of their time to special district finance. We have underwritten over $5 billion of special tax district bonds since 1987 including more than 250 separate financings for more than 150 Florida community development districts. In addition, just recently, Prager, Sealy & Co., LLC underwrote the first Florida educational facilities benefit transaction for the Bellalago School in Osceola County. The special district finance group has underwritten tax-exempt bonds in Maryland, Virginia, Florida, Colorado, Ohio, Georgia, South Carolina and Arizona. We currently have transactions in progress in each of these states and have been pioneers in developing special district laws and their credit criteria in each of these states. Prager, Sealy & Co., LLC has also served as underwriter or financial advisor on tax increment/tax abatement transactions in Maryland, Florida, Georgia, Ohio, Colorado, and Arizona. Prager, Sealy & Co., LLC has also been engaged as financial advisor on two TIF transactions in Maryland including East Baltimore (Baltimore/JHU's biotech park) and National Harbor (Gaylord and Peterson Companies entertainment and convention center on the Potomac River). TINDALE-OLIVER & ASSOCIATES Transportation /Circulation 1000 N. Ashley Drive, #100 Tampa, FL 33602 813-224-8862 Bill Oliver, Lead Principal Tindale-Oliver and Associates will serve as transportation planning consultants for the Village. The firm has a well established reputation in Florida for developing transportation impact fees and establishing mechanisms by which transportation needs can be financed. Furthermore, Tindale-Oliver and Associates has provided services to Charlotte County in the past -- defending its transportation impact fee and developing its 1995 Long Range Transportation Plan for Charlotte County s MPO. This firm specializes in Long Range Transportation Planning and Public Administration issues related to provision of transportation services as well as supporting the transportation planning needs for land development. Their experience in both sectors of growth management and transportation planning makes them an ideal consultant to provide advice to the development team as it establishes its program for Murdock Village. A-4
Among their staff, Steve Tindale, brings 35 years of experience to the project team and is a former public works director for the City of Tampa. He is familiar with community redevelopment areas and methods of developing financing for public works improvements. In addition, Bill Oliver brings 23 years of experience in both public sector transportation planning and addressing development related transportation issues. He is an expert in finding letter for interpretation, developments of regional impact, and notices of proposed change, and brings a well-rounded perspective of the public agency issues as well as private development interests to the growth management and development approval process. W. DEXTER BENDER & ASSOCIATES, INC Environmental Management 2052 Virginia Ave. Fort Myers, FL 33902 239-334-3680 Tyler King, Lead Principal W. Dexter Bender & Associates, Inc. is a local company with a long time investment in Florida and the environment. Our company is committed to deliver professional environmental consulting services in a timely and economical fashion. Our staff collectively has more than 95 years experience in the biological, ecological, and marine consulting field. Our qualifications are supported by a staff of nine professionals, extensive computer and AutoCAD capabilities, and a skilled administrative staff. We have considerable experience in infrastructure development in environmentally sensitive situations and have a successful history of providing environmental consultation for a variety of projects and clients in Florida, specifically Southwest Florida. Tyler King, Principal Biologist and Ian Vincent, Ecologist III will serve as the primary consultants for this project. Tyler joined the firm in 1988 and has over 18 years experience in project management, analysis of wildlife and vegetative habitat, preservation and/or relocation relative to property development, field analysis and preparation of reports regarding agency jurisdiction in wetlands, protected species assessments, development suitability reports, and dredge and fill permitting. Ian has extensive experience in resolving environmental concerns arising from development through the permitting process in Florida s upland and wetland environments since 1997. Ian also possesses knowledge and experience with wetland permitting and wildlife issues including management plans and/or appropriate permits relating to Bald Eagle, Gopher Tortoise, Eastern Indigo Snake, Florida Scrub Jay, Red-Cockaded Woodpecker and protected plants. A-5