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THE WHEATLEY GROUP
ECONOMIC DEVELOPMENT STRATEGY SPECIALISTS
May 17, 2019
Mr. Rob Waiz
Economic and Redevelopment Director
City of Jeffersonville
500 Quartermaster Court, Suite 257
Jeffersonville, IN 47130
RE: Engagement Letter for the Performance of Services for the City of Jeffersonville
Redevelopment Office
Dear Mr. Waiz:
This letter will confirm that The Wheatley Group LLC ("Consultant") will perform
consulting services in accordance with the Scope of Work set forth in Schedule A attached to this
engagement letter. We understand that we should contact you or the person within the City of
Jeffersonville("City")you may designate from time to time when we need additional information,
authority or direction in this matter.
Consultant offers its services under the Terms and Conditions set forth in Schedule B
attached. The Consultant's services will be performed by The Wheatley Group at the amount set
forth in Schedule B.
It is expressly understood that no employer/employee relationship is created by this
engagement letter. The Consultant is an independent contractor who will be engaged to provide
consulting services to third parties other than City. As an independent contractor, Consultant is
in no sense a legal or implied agent,employee, or officer of City and has no authority to bind City.
No acts or assistance given by City will be construed to alter this relationship. It is important that
City have confidence in and enjoy working with the Consultant. Consultant will perform the
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THE WHEATLEY GROUP
ECONOMIC DEVELOPMENT STRATEGY SPECIALISTS
services for City in a timely, professional, ethical manner at all times. If at any time during the
performance of services for City the Consultant determines that it cannot assist City fully and
impartially as a result of services the Consultant is asked to provide to third parties, Consultant
will either decline to provide the requested third-party services or will inform City that it cannot
provide services requested by City. This engagement will not preclude TWG from representing
other private entities or economic development prospects for incentive negotiations with the
City. Further, the Redevelopment Commission waives any potential conflicts with TWG
representing private clients requiring its approval.
If you have any questions, now or at any time, please feel free to call me. If this letter
does not accurately confirm your understanding of our relationship in any respect, please contact
me immediately so that we can discuss the matter. We appreciate very much being given the
opportunity to assist City in connection with this matter, and we look forward to working with
you. Once accepted, the Consultant will begin required work immediately.
Very truly yours,
The Wheatley Group, LLC City of Jeffersonville
;:.Jack kit
Paul M. Wheatley -Re- -Waiz
Enclosures:
2IPage
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THE WHEATLEY GROUP
ECONOMIC DEVELOPMENT STRATEGY SPECIALISTS
SCHEDULE A
SCOPE OF WORK
The Wheatley Group, LLC (TWG) is pleased to offer its services to undertake certain project
consulting duties on behalf of the City. The goals of this engagement are to develop a calculation
of the local real and personal property tax savings afforded to certain taxpayers by the City of
Jeffersonville through tax abatement for certain taxable years, develop invoices and solicit
payment in accordance with approved abatement resolutions granting the incentive.
The following is an outline of the tasks required to complete this scope:
• Work with the Clark County Auditor's and Assessor's Office to research the eligible tax
abatement history within each of the City of Jeffersonville's taxing districts
• Research the City's public records database and work directly with City staff to confirm
eligible abatement dates, schedules and fee percentages
• Perform abatement savings analysis based on data and research collected for certain
taxable years
• Create transmittal letters and invoices for certain taxable years and review with City staff
for approval and final sign off
• Once approved by City staff, send transmittal letters and invoices via certified mail to
ensure delivery confirmation
• Directly support City staff with taxpayer interface and engagement regarding calculations
and fee obligations
• Generate final report for City staff complete with fee invoice amounts and corresponding
checklist to ensure payment
Full scope is estimated to be delivered 45 days from executed engagement letter.
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THE WHEATLEY GROUP
ECONOMIC DEVELOPMENT STRATEGY SPECIALISTS
SCHEDULE B
TERMS AND CONDITIONS
The Wheatley Group, LLC offers the above scope of work under the following terms and
conditions.
Fee Schedule
$15,000 total engagement fee for completion of the scope items as outlined in greater detail in
Schedule A
Payment Schedule
Payment due following project conclusion (submission of final report and checklist) and
submission of final invoice
TERM
30 days
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