HomeMy WebLinkAboutAGENDA REPORT 2020 1216 CCSA REG ITEM 10DCITY OF MOORPARK, CALIFORNIA
City Council Meeting
of December 16, 2020
ACTION Approved Staff Recommendation.
BY B.Garza.
D. Consider Amendment No. 3 to Agreement No. 2010-030 with SCI Consulting
Group for Professional Consulting, Engineer of Work and Levy Administration.
Staff Recommendation: Approve the Amendment No. 3 to SCI Consulting Group,
Inc. agreement subject to final language approval by the City Manager and City
Attorney; and authorize the City Manager to sign the amendment. (Staff: Kambiz
Borhani)
Item: 10.D.
MOORPARK CITY COUNCIL
AGENDA REPORT
TO: Honorable City Council
FROM: Kambiz Borhani, Finance Director
DATE: 12/16/2020 Regular Meeting
SUBJECT: Consider Amendment No. 3 to Agreement No. 2010-030 with SCI
Consulting Group for Professional Consulting, Engineer of Work and
Levy Administration
BACKGROUND
As prescribed by the California Constitution Article XIII D Assessment and Property-
Related Fee Reform; and the Streets and Highways Code Landscaping and Lighting Act
of 1972 Sections 22620- 22631, the City is required to have all assessments supported
by an annual detailed engineer's report prepared by a registered professional engineer
certified by the State of California. Since the 2000/01 fiscal year (FY), SCI Consulting
Group, Inc. (SCI) (formerly Shilts Consultants, Inc.) has served as Engineer of Work
and performs the levy administration services for the City's assessment districts.
The current agreement has been amended twice and covers services through FY
2020/21. In January 2021, as part of the annual budget development, the City Council
will have to initiate proceedings to continue the levy of annual assessments for the
upcoming FY 2021/22. A third amendment to the agreement is recommended to cover
another five years and increase compensation by $190,725 not to exceed a total
contract value of $505,625.
DISCUSSION
As of December 2020, the City has thirty (30) established assessment districts as
follows:
Item: 10.D.
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Honorable City Council
12/16/2020 Regular Meeting
Page 2
No.
Ventura County
District / Zone Title Reference City District Name
1 17-18 Moorpark Park Maintenance Park Maintenance Fund
2 12-41 Moorpark Maintenance Lights 84-2 Citywide Street Lighting
3 12-41 Moorpark Maintenance Lights 84-2 Citywide Landscaping
4 12-41 Moorpark Maintenance Lights 84-2 Zone 1 Pecan Avenue T-2851
5 12-41 Moorpark Maintenance Lights 84-2 Zone 2 Steeple Hill Area T-2865
6 12-41 Moorpark Maintenance Lights 84-2 Zone 3 Buttercreek/Peppermill T-3032
7 12-41 Moorpark Maintenance Lights 84-2 Zone 4 Williams Ranch Road T-3274
8 12-41 Moorpark Maintenance Lights 84-2 Zone 5 Pheasant Run Area T-3019 & T-3525
9 12-41 Moorpark Maintenance Lights 84-2 Zone 6 Inglewood Street T-3274
10 12-41 Moorpark Maintenance Lights 84-2 Zone 7 Moorpark Business Park, LA Avenue
Parkway
11 12-41 Moorpark Maintenance Lights 84-2 Zone 8 Home Acres Buffer Area
12 12-41 Moorpark Maintenance Lights 84-2 Zone 9 Moorpark Industrial Park, Condor Drive
13 12-41 Moorpark Maintenance Lights 84-2 Zone 10 Mountain Meadows, PC-3
14 12-41 Moorpark Maintenance Lights 84-2 Zone 11 Alyssas Court T-417 4
15 12-41 Moorpark Maintenance Lights 84-2 Zone 12 Carlsberg Specific Plan
16 17-38 Moorpark Maint. AD 01-1 Silver Oak Lane T-5201
17 17-39 Moorpark Maint. AD 01-2 Country Club Estates T-4928
18 17-40 Moorpark Maint. AD 01-3 Mountain View T-5161
19 17-54 Moorpark Maint. AD 04-01 Moonsong Court T-5307
20 17-62 Moorpark MD AD 05-01 Campus Plaza T-5264
21 17-69 Moorpark Maint. AD 06-1 Zone A Canterbury Lane T-5133
22 17-69 Moorpark Maint. AD 06-1 Zone B lvy Lane T-5425
23 17-75 Moorpark AD 07-01 Moorpark Highlands T-5045
24 17-76 Moorpark AD 07-02 Meridian Hills T-5187
25 17-77 Moorpark AD 07-03 Patriot Commerce Center CPD 2004-01
26 17-78 Moorpark AD 07-04 875 Los Angeles Ave. IPD 2000-10
27 17-88 Moorpark AD 09-01 14339-14349 White Sage Road CPD 2004-03
28 17-89 Moorpark AD 10-01 Tuscany Square CPD 2005-02
29 17-90 Moorpark AD 10-02 145 Park Lane CPD 2005-03
30 unassigned Moorpark AD 15-01 Vistas at Moorpark
The Parks and Recreation Maintenance and Improvement District were established in
July 1999 to assess property owners for that portion of park and recreation maintenance
and improvement activities that generate a “special" benefit. The City is responsible for
funding activities that generate a “general" benefit. This district covers 20 city parks,
including the W alnut Acres Neighborhood Park and the Serenata Trail located at Miller
Parkway and Southfork Road.
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Honorable City Council
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Page 3
The Landscape and Lighting Maintenance Assessment District (AD 84-2) was created
in 1984, encompassing the entire City. It was created to fund costs associated with
street lighting and the maintenance of various landscaped areas. This was a successor
to the District enacted by the County of Ventura prior to the incorporation of the City.
Since then, the City has formed additional landscape maintenance districts (LMD) to
fund the landscape improvement and maintenance expenses within that specific area.
As part of the annual budget process, the City Council considers whether or not to
renew the subject assessment district and levy amounts for the upcoming fiscal year.
According to State law, before assessments may be levied, an Engineer’s Report must
be prepared for each assessment district setting forth the amount of the assessments
and the basis for establishing said amount.
On August 26, 2010, the City entered into an agreement with SCI to provide
professional consulting, engineer of work and levy administration. That contract has
since been amended and extended twice, on February 8, 2011, and December 16,
2015. The most recent amendment extended the term until June 30, 2021.
In January 2021, the City Council will have to initiate proceedings to continue the levy of
annual assessments for the upcoming FY 2021/22. A third amendment to the
agreement is recommended to add another five years to the term, covering FY 2021/22
thru FY 2025/26 ending on June 30, 2026; and to increase compensation by $190,725
not to exceed amount of $505,625 with annual maximum as noted below:
Fiscal
Year
Landscape
and Lighting
Assessment
Districts
Parks and
Recreation
Maintenance
Improvement
District
Out-of-
Pocket Contingency1 Total
2021/2022 12,200$ 11,435$ 4,000$ 9,350$ 36,985$
2022/2023 12,565$ 11,780$ 4,000$ 9,350$ 37,695$
2023/2024 12,820$ 12,015$ 4,000$ 9,350$ 38,185$
2024/2025 13,205$ 12,375$ 4,000$ 9,350$ 38,930$
2025/2026 13,205$ 12,375$ 4,000$ 9,350$ 38,930$
Total Increase 190,725$
1 Contingency for new assessment district formation and annexations.
FISCAL IMPACT
There will be no fiscal impact in the current fiscal year. During annual budget
development, staff will continue to include sufficient appropriations to cover the
maximum yearly compensation for assessment engineering services and levy
administration.
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Honorable City Council
12/16/2020 Regular Meeting
Page 4
COUNCIL GOAL COMPLIANCE
This action does not support a current strategic directive.
STAFF RECOMMENDATION
Approve the Amendment No. 3 to SCI Consulting Group, Inc. agreement subject to final
language approval by the City Manager and City Attorney; and authorize the City
Manager to sign the amendment.
Attachment: Amendment No. 3
82
AMENDMENT NO. 3
TO THE PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF
MOORPARK AND SCI CONSULTING GROUP, INC.
This 3rd Amendment to the Agreement for services (Amendment) is made and entered
into this _______ day of _____________, 2020 (the "Effective Date") between the City of
Moorpark, a municipal corporation in the County of Ventura, State of California, hereinafter
referred to as "City" and SCI Consulting Group, Inc., a corporation, hereinafter referred to
as "Consultant".
WITNESSETH
WHEREAS, on August 26, 2010, the City and the Consultant entered into an Agreement
for professional consulting, Engineer of Work and levy administration for the Landscape
and Lighting Assessment Districts and the Parks and Maintenance Improvement District
for fiscal year 2010-2011; and
WHEREAS, on February 8, 2011, the City and the Consultant entered into Amendment
No. 1 to the Agreement to amend the scope of work to add engineering services for new
assessment formations and to expand assessment administration to include newly formed
landscape maintenance assessment districts: AD01-10, AD10-01 and AD 10-02; to
increase full compensation by $124,000, not to exceed $145,400 for the total term; and to
extend the term for five additional years from fiscal year (FY) 2011/2012 thru 2015/2016,
ending June 30, 2016; and
WHEREAS, on February 2, 2016, the City and the Consultant entered into Amendment
No. 2 to the Agreement to amend the scope of work to add engineering services for new
assessment formations and to expand assessment administration to include newly formed
landscape maintenance assessment districts: to increase full compensation by $169,500,
not to exceed $314,900 for the total term; and to extend the term for five additional years
from fiscal year (FY) 2015/2016 thru 2020/2021, ending June 30, 2021; and
WHEREAS, the City and the Consultant wish to amend the Scope of Work, compensation
and term provisions of the Agreement.
NOW, THEREFORE, in consideration of the mutual covenants, benefits and premises
herein, the parties hereto agree to amend the aforesaid Agreement as follows:
1. COMPENSATION
Section II. Compensation, is hereby amended to increase the full compensation to
the Consultant for services and out-of-pocket expenses in Exhibit A by an
additional $190,725, not to exceed $505,625 for the total term of this Agreement.
The annual maximum fees to Consultant are as follows:
2. TERM OF AGREEMENT
Section IV. Term of Agreement, is hereby extended for an additional five (5) years,
ending June 30, 2026, unless sooner terminated or suspended as provided in the
Agreement.
ATTACHMENT
83
With the exception of the changes noted above, all other provisions contained in the
Agreement for professional consulting, Engineer or Work and levy administration shall
remain in full force and effect.
CITY OF MOORPARK: SCI CONSULTING GROUP, INC:
Troy Brown, City Manager Gerard Van Steyn, CEO
Date Date
ATTEST:
Ky Spangler, City Clerk
Attachment: Exhibit A - Proposal dated November 12, 2020
84
CITY OF MOORPARK
Scope of Work Requirement for Professional Services Agreements
Compliance with California Government Code Section 7550
Consultant shall sign and include this page in any document or written reports prepared by
Consultant for the City of Moorpark (City) to which California Government Code Section 7550
(Government Code §7550) applies. Government Code §7550 reads:
“(a) Any document or written report prepared for or under the direction of a state or local
agency, that is prepared in whole or in part by nonemployees of the agency, shall
contain the numbers and dollar amounts of all contracts and subcontracts relating to the
preparation of the document or written report; if the total cost for the work performed by
nonemployees of the agency exceeds five thousand dollars ($5,000). The contract and
subcontract numbers and dollar amounts shall be contained in a separate section of the
document or written report.
(b) When multiple documents or written reports are the subject or product of the
contract, the disclosure section may also contain a statement indicating that the total
contract amount represents compensation for multiple documents or written reports.”
For all Professional Services Agreement with a total dollar value in excess of $5,000, a signed
and completed copy of this form must be attached to all documents or completed reports
submitted to the City pursuant to the Scope of Work.
Does the dollar value of this Professional Services Agreement exceed $5,000?
Yes No
If yes, then the following information must be provided in compliance with Government
Code § 7550:
1. Dollar amount of Agreement/Contract: $ ____________
2. Dollar amount of Subcontract: $ ____________*
3. Does the total contract amount represent compensation for multiple
documents or written reports? Yes No
I have read the foregoing Code section and will comply with Government Code §7550.
Contractor Name
Signature, Title Date
85
November 12, 2020
Submitted via e‐mail
KBorhani@MoorparkCA.gov
Kambiz Borhani, Finance Director
City of Moorpark
799 Moorpark Avenue
Moorpark, CA 93021
Re: Agreement for Providing Levy Administration Services for the City of Moorpark
Dear Kambiz:
SCI Consulting Group (“SCI”) is pleased to submit, for your review, the enclosed Agreement to serve as
the Engineer of Work and provide professional consulting and levy administration services for the City of
Moorpark, City of Moorpark Parks and Recreation Maintenance and Improvement District and the
Landscaping and Lighting Maintenance Assessment Districts (the “Assessment Districts”).
Established in 1985, SCI Consulting Group is a recognized public finance consulting firm with leading
expertise in assisting California public agencies with local funding of public services and improvements.
We also possess industry leading expertise with the important legal and procedural requirements for the
formation of Community Facilities Districts, Benefit Assessment Districts and other local financing
mechanisms. SCI has formed and annually administers over 850 special taxes, assessments and fees for
over 140 public agencies throughout the State. This expertise and experience will ensure that your goals
and objectives are met successfully, collaboratively, on schedule and on budget.
The Scope of Work within this Agreement includes the tasks required for the year‐round administration
of the Assessment Districts. Below is a summary of the Scope of Work.
Confirmation of District Parcels and Levy Calculation Twice a year, we recalculate and confirm levies on
a parcel‐by‐parcel basis for all properties. This additional step, while more time consuming than simply
relying on Assessor property characteristics and previous levy amounts, has consistently proven to result
in more accurate levies and higher overall special levy revenues.
In the first quarter of the year, SCI will obtain budget information from the City and determine preliminary
levies based on the most current Assessor data. This allows us to provide the City with a timely and
accurate projection of special levy revenues for the upcoming fiscal year.
Engineer’s Report and Other Documents Each year SCI will carefully evaluate all Proposition 218
developments that may have a bearing on the City’s assessment. SCI will make recommendations for
upgrades to the Engineer’s Report, Resolutions and other related documents as needed. SCI will also assist
with the publication of the notice for the continuation of the assessment.
Levy Re‐Verification and Submittal After the close of each fiscal year, SCI will determine the final levies
based on final lien roll data as of July 1. We take great pride in our levy determination process and our
stringent quality control and oversight to ensure the accuracy of the levies. Each year for every special
levy, we conduct over 50 checks and validation queries on each parcel so any parcels that may require
additional research can be identified, researched and determined. After the levies have been determined,
EXHIBIT A
86
another consultant with SCI will perform a thorough peer review and audit. These multiple stage reviews
and quality assurance steps are a key element in SCI’s proven ability to ensure the highest level of accuracy
and to maximize special levy revenues for our clients.
City Information and Levy Confirmation After submittal of the levy roll to the County Auditor, SCI will
confirm with the Auditor the number of parcels to be charged and the total revenue for the coming year,
and we will report these figures to the City. SCI will also develop and make available to the City an Internet
based website that will allow City staff to quickly locate parcel data by owner name, parcel number, street
address or other requested search criteria.
Manual Billing for Certain Properties For assessments which cannot be collected through the County
Auditor/Tax Collector, SCI shall prepare and manage the mailing of manual bills to property owners and
shall assist with the collection of the assessments.
Responding to Public Inquiries and Appeals SCI will coordinate with the County for our taxpayer inquiry
line to be placed on the County tax bill so taxpayers can directly contact SCI throughout the fiscal year
with questions regarding the levy. We have representatives who are fluent in English and Spanish. SCI will
research and, if necessary, revise any levies which are based upon incorrect assessor information used in
the determination of the levy. If any taxpayer appeals a special levy for their property, SCI will investigate
the claim and adjust the levy as needed. Our goal is to represent the City professionally and to minimize
any inconvenience to the inquiring taxpayer or the City.
Following is an Agreement for fiscal years 2021‐22 through 2025‐26 levy administration services. If the
Agreement meets with your approval, please return two signed copies to us and we will return a fully
executed copy your records.
If you have any questions or require additional information, please do not hesitate to contact me. I can
be reached at (707) 430‐4300 x105 or via email at jeanette.hynson@sci‐cg.com. We look forward to this
opportunity to assist the City with this important project and stand ready to proceed.
Sincerely,
Jeanette Hynson
Senior Consultant
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LEVY ADMINISTRATION SERVICES AGREEMENT PAGE 1 OF 11
BETWEEN CITY OF MOORPARK AND
SCI CONSULTING GROUP, NOVEMBER 2020
LEVY ADMINISTRATION SERVICES AGREEMENT
THIS AGREEMENT is made on ______________, 20__, between the City of Moorpark,
(“City”) and SCI Consulting Group (“Consultant” or “SCI”), a California Corporation, who
agree as follows:
1.Scope of Work (“Work”). Consultant shall perform the work and render the services
described in the Scope of Work shown below (the “Work”). The Consultant shall
provide all labor, equipment, material and supplies required or necessary to properly
and competently perform the Work, and determine the method, details and means
of doing the Work.
2.Payment.
a.In exchange for the Work, City shall pay to the Consultant a fee for completed
phases of the Work. The total fee for the Work shall not exceed amounts set forth
in the Fee Schedule shown below. There shall be no compensation for extra or
additional work or services by the Consultant unless approved in advance in
writing by City. The Consultant’s fee shall include all of the Consultant’s costs and
expenses related to the Work.
b.At the completion of each phase of the Work, the Consultant shall submit to the
City an invoice for the Work performed. If the Work is satisfactorily completed
and the invoice is accurately computed, the City shall pay the invoice within 30
days of its receipt.
3.Term. This Agreement shall take effect on the above date and shall continue in effect
until completion of the Work.
4.Insurance.
a.Types & Limits. The Consultant, at its sole cost and expense, shall procure and
maintain for the duration of this Agreement the following types and limits of
insurance:
Commercial General Liability $2,000,000 per occurrence
$4,000,000 aggregate
Automobile Liability $2,000,000 per accident
Workers' Compensation Statutory limits
Professional Liability $2,000,000 per claim
Excess Liability (over General $1,000,000 per occurrence
Liability & Auto Liability) & $1,000,000 aggregate
b.Other Requirements. The general liability policy(ies) shall be endorsed to name
the City, its officers and employees as additional insureds regarding liability
arising out of the Work.
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LEVY ADMINISTRATION SERVICES AGREEMENT PAGE 2 OF 11
BETWEEN CITY OF MOORPARK AND
SCI CONSULTING GROUP, NOVEMBER 2020
c.Proof of Insurance. Upon request, the Consultant shall provide to the City proof
of insurance.
5.Indemnification. The Consultant shall indemnify, defend, protect, and hold harmless
the City, and its officers and employees from and against any and all liability, losses,
claims, damages, expenses, demands, and costs (including, but not limited to,
attorney, expert witness and consultant fees, and litigation costs) arising out of the
Consultant’s performance of the Work and caused by willful misconduct of or by the
Consultant or its employees, agents and subcontractors.
6.Entire Agreement. This writing represents the sole, final, complete, exclusive and
integrated expression and statement of the terms of this contract between the
parties concerning the Work, and supersedes all prior oral and/or written
negotiations, representations or contracts. This Agreement may be amended only by
a subsequent written contract approved and executed by both parties.
7.Independent Contractor. The Consultant’s relationship to the City is that of an
independent contractor.
8.Successors and Assignment. This Agreement shall bind and inure to the benefit of
the heirs, successors and assigns of the parties; however, the Consultant shall not
subcontract, assign or transfer this Agreement or any part of it without the prior
written consent of the City.
9.No Waiver of Rights. Any waiver at any time by either party of its rights as to a breach
or default of this Agreement shall not be deemed to be a waiver as to any other
breach or default.
10.Severability. If any part of this Agreement is held to be void, invalid or unenforceable,
then the remaining parts will nevertheless continue in full force and effect.
11.Governing Law and Venue. This Agreement will be governed by and construed in
accordance with the laws of the State of California.
12.Default. In the event that the Consultant defaults in the obligations of the Consultant
under this Agreement, or the Consultant defaults in the performance of the terms
and conditions of this Agreement, the City may, at its option, declare this Agreement
to be in default and, at any time thereafter, may do any one or more of the following:
a)enforce performance of the Agreement by the Consultant; or b) terminate this
Agreement. In the event that this Agreement is terminated, payment shall still be due
for all Work performed by the Consultant through the date of the termination.
13.Cancellation. The City or the Consultant may cancel this Agreement without cause.
The party desiring to cancel this Agreement shall notify the other party in writing. In
the event that this Agreement is cancelled, payment shall still be due for all Work
performed by the Consultant through the date of the notification of cancellation.
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LEVY ADMINISTRATION SERVICES AGREEMENT PAGE 3 OF 11
BETWEEN CITY OF MOORPARK AND
SCI CONSULTING GROUP, NOVEMBER 2020
14.Attorney’s Fees. In the event any legal action is brought to enforce or construe this
Agreement, the prevailing party shall be entitled to an award of reasonable attorney’s
fees, expert witness and consulting fees, and litigation costs.
15.Notice. Any notice, invoice or other communication that is required or permitted to
be given under this Agreement shall be in writing and either served personally or sent
by prepaid, first class U.S. mail or by commercial delivery service, addressed as
follows:
Public Agency: Consultant:
City of Moorpark
799 Moorpark Avenue
Moorpark, CA 93021
SCI Consulting Group
4745 Mangels Boulevard
Fairfield, CA 94534
Any party may change its address by notifying the other party of the change in the manner
provided below:
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LEVY ADMINISTRATION SERVICES AGREEMENT PAGE 4 OF 11
BETWEEN CITY OF MOORPARK AND
SCI CONSULTING GROUP, NOVEMBER 2020
SCOPE OF WORK ‐ ASSESSMENT ADMINISTRATION
This section outlines the engineering services and other responsibilities SCI would
perform as the Engineer of Work and Assessment Levy Administrator for City of Moorpark
Parks and Recreation Maintenance and Improvement District and the Landscaping and
Lighting Maintenance Assessment Districts (the “Assessment Districts”) for fiscal years
2021‐22 through 2025‐26.
City of Moorpark: City of Moorpark, staff and City Council.
Assessment: The City of Moorpark Parks and Recreation Maintenance
and Improvement District and the Landscaping and
Lighting Maintenance Assessment Districts
SCI or Consultant: SCI Consulting Group, and any and all employees and
subcontractors.
Administration: Services related to the determination, levy and collection
of assessment revenues.
1.In the first quarter of the year, create a database including every parcel in the
boundaries of the Assessment Districts, including the parcel attributes necessary
for calculating the Assessments, and update it with new information for the
upcoming year.
2.Obtain upcoming fiscal year estimated cost information from the City to use as a
basis for the budget in the Engineer’s Reports.
3.On a parcel‐by‐parcel basis, calculate and verify the proposed specific assessment
amount for each parcel and prepare the preliminary assessment rolls.
1.Update the previous Engineer’s Reports as necessary, including upgrades to
improve compliance with Proposition 218 and other requirements.
2.File the final Engineer’s Reports with the City.
3.Prepare any needed resolutions and staff reports for the Assessments.
4.Prepare and assist with the publication of any notices for the continuation of the
Assessments.
5.Attend City Council meetings as needed, including those at which the Engineer’s
Reports are approved and the public hearing is held.
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LEVY ADMINISTRATION SERVICES AGREEMENT PAGE 5 OF 11
BETWEEN CITY OF MOORPARK AND
SCI CONSULTING GROUP, NOVEMBER 2020
1.After the close of each fiscal year on June 30, obtain the final lien‐date Assessor Roll
from the County and create an updated City database.
2.Identify new or changed parcels that may require an updated or new assessment
calculation and recalculate the final assessment on a parcel‐by‐parcel basis.
3.Finalize the Assessment Rolls, other documents and supporting materials for the
assessments.
4.Prepare the final Assessment Rolls for the Assessment Districts and submit it to the
County for inclusion on the upcoming fiscal year tax bills.
1.Verify and validate Auditor’s levy data prior to the printing of tax bills.
2.Develop and make available to the City an Internet based website that will allow
City staff to quickly locate parcel data by owner name, parcel number, street
address or other requested search criteria.
1.For any parcels that cannot be collected on County tax bills, prepare a listing of
property owners, addresses, property information, current assessment amount and
delinquent Assessments.
2.Directly invoice any such property owners for the assessment amounts due for their
property, record payments received in a payment tracking database, produce
periodic reports for the City of bills paid and those still outstanding, and assist the
City with collection of delinquent assessments.
1.Provide the County Auditor/Tax Collector with our toll‐free phone number so
property owners can directly contact SCI Consulting Group throughout the fiscal
year regarding any questions that arise.
2.Throughout the fiscal year, research and, if necessary, revise any Assessments
which we find to be based upon incorrect information being used to apply the
method of assessment. (It should be noted that, due to our comprehensive levy
validation procedures, actual revisions are expected to be very minimal, if any.)
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LEVY ADMINISTRATION SERVICES AGREEMENT PAGE 6 OF 11
BETWEEN CITY OF MOORPARK AND
SCI CONSULTING GROUP, NOVEMBER 2020
SCOPE OF WORK ‐ ASSESSMENT FORMATION & ANNEXATIONS
This section outlines engineering services and other responsibilities SCI would provide in
assisting with the formation of new landscaping and lighting maintenance assessment
districts or annexations to existing landscaping and lighting maintenance assessment
districts. SCI’s services are summarized as follows:
City: City of Moorpark, its staff and council.
Assessment District: New assessment districts proposed for formation by
Petition and Waiver
SCI or Engineer: SCI Consulting Group, and any and all employees.
Administration: Services related to the determination, levy and collection
of tax or assessment revenues.
1. Meet with City Staff and Council as needed to establish the boundaries to be
used, timeline and a description of the work to be performed.
2. As required, meet with any local property owners involved with the formation
of the Assessment District to understand their issues and other factors
concerning the Assessment District.
1. Obtain data from the County Assessor for all parcels within the proposed
boundaries.
2. Obtain copies of Assessor Parcel Maps and prepare the Boundary Map and
Assessment Diagrams.
3. Research and determine other property information required for benefit
apportionment such as assessable land area, number of residential dwelling
units, and proximity to improvements to be financed, etc.
4. Analyze the potential tax base and estimate special benefit received by each
assessable parcel in compliance with the provisions of Proposition 218. In
addition, evaluate and quantify general benefits.
5. Describe the improvements to be financed.
6. Develop cost estimates for improvements and expenses to be paid by the
proposed Assessment District.
7. In conjunction with City Staff determine the recommended method of
assessment.
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LEVY ADMINISTRATION SERVICES AGREEMENT PAGE 7 OF 11
BETWEEN CITY OF MOORPARK AND
SCI CONSULTING GROUP, NOVEMBER 2020
8. Using the project cost estimates and the assessment rules, allocate the
estimated cost of improvements and expenses to all parcels within the
boundaries of the Assessment District based on special benefit received.
9. Prepare an Assessment Diagram for the proposed Assessment District.
10. Prepare the Assessment Roll listing parcel number, assessment number, owner
name and assessment amount for each Assessor Parcel within the Assessment
District.
11. Prepare an Engineer's Report in compliance with the provisions of Article XIIID
of the California Constitution which includes the boundaries of the Assessment
District, description of improvements, improvement plans, facility locations,
benefit analysis, all costs, analysis of general verses special benefit,
assessments, assessment diagram and other information and data.
12. If required, attend the public hearing for the proposed Assessment District,
respond to all questions and make presentation(s) as required.
1. If the assessments are confirmed by the City Council, perform tasks needed to
submit the assessment levy.
2. File approved assessment roll, in the required computer format, with the
County Auditor for inclusion on upcoming year property tax bills.
3. Develop and maintain a database for each parcel within Assessment District
boundaries. The data for each parcel will include the assessment, parcel
number, mailing address, site address, parcel type and other relevant
information.
4. Confirm the assessments to be levied by the County Auditor and research and
update any assessments as required.
5. Track and confirm assessment proceeds and provide periodic reports to the
City.
6. Provide the County Auditor with our toll‐free 800 phone line so property
owners can directly contact Engineer throughout the fiscal year regarding
specific assessments, procedures and any other issues.
1. Meet periodically with City Staff, City Council, legal counsel, and/or other
parties. For such meetings, we will prepare exhibits and other relevant
materials.
2. Coordinate the development of administrative procedures with the City Staff.
3. All services will be performed on a timely basis and in accord with a timeline
developed in conjunction with City Staff.
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LEVY ADMINISTRATION SERVICES AGREEMENT PAGE 8 OF 11
BETWEEN CITY OF MOORPARK AND
SCI CONSULTING GROUP, NOVEMBER 2020
FEE SCHEDULE
SCI shall be compensated for the performance of the Scope of Work as follows:
1. For Fiscal Year 2021‐22, the total compensation for the Scope of Work for the Parks
and Recreation Maintenance and Improvement District shall be $11,435 payable as
follows:
a. Upon submittal of the special assessment levies to the County Auditor, the sum
of $6,861 shall be due.
b. On January 31 of the fiscal year, the remainder shall be due.
2. For Fiscal Year 2022‐23, the total compensation for the Scope of Work for the Parks
and Recreation Maintenance and Improvement District shall be $11,780 payable as
follows:
a. Upon submittal of the special assessment levies to the County Auditor, the sum
of $7,068 shall be due.
b. On January 31 of the fiscal year, the remainder shall be due.
3. For Fiscal Year 2023‐24, the total compensation for the Scope of Work for the Parks
and Recreation Maintenance and Improvement District shall be $12,015 payable as
follows:
a. Upon submittal of the special assessment levies to the County Auditor, the sum
of $7,209 shall be due.
b. On January 31 of the fiscal year, the remainder shall be due.
4. For Fiscal Year 2024‐25, the total compensation for the Scope of Work for the Parks
and Recreation Maintenance and Improvement District shall be $12,375 payable as
follows:
a. Upon submittal of the special assessment levies to the County Auditor, the sum
of $7,425 shall be due.
b. On January 31 of the fiscal year, the remainder shall be due.
5. For Fiscal Year 2025‐26, the total compensation for the Scope of Work for the Parks
and Recreation Maintenance and Improvement District shall be $12,375 payable as
follows:
a. Upon submittal of the special assessment levies to the County Auditor, the sum
of $7,425 shall be due.
b. On January 31 of the fiscal year, the remainder shall be due.
6. For Fiscal Year 2021‐22, the total compensation for the Scope of Work for the
Landscaping and Lighting Maintenance Assessment Districts shall be $12,200 payable
as follows:
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LEVY ADMINISTRATION SERVICES AGREEMENT PAGE 9 OF 11
BETWEEN CITY OF MOORPARK AND
SCI CONSULTING GROUP, NOVEMBER 2020
a. Upon submittal of the special assessment levies to the County Auditor, the sum
of $7,320 shall be due.
b. On January 31 of the fiscal year, the remainder shall be due.
7. For Fiscal Year 2022‐23, the total compensation for the Scope of Work for the
Landscaping and Lighting Maintenance Assessment Districts shall be $12,565 payable
as follows:
a. Upon submittal of the special assessment levies to the County Auditor, the sum
of $7,539 shall be due.
b. On January 31 of the fiscal year, the remainder shall be due.
8. For Fiscal Year 2023‐24, the total compensation for the Scope of Work for the
Landscaping and Lighting Maintenance Assessment Districts shall be $12,820 payable
as follows:
a. Upon submittal of the special assessment levies to the County Auditor, the sum
of $7,692 shall be due.
b. On January 31 of the fiscal year, the remainder shall be due.
9. For Fiscal Year 2024‐25, the total compensation for the Scope of Work for the
Landscaping and Lighting Maintenance Assessment Districts shall be $13,205 payable
as follows:
a. Upon submittal of the special assessment levies to the County Auditor, the sum
of $7,923 shall be due.
b. On January 31 of the fiscal year, the remainder shall be due.
10. For Fiscal Year 2025‐26, the total compensation for the Scope of Work for the
Landscaping and Lighting Maintenance Assessment Districts shall be $13,205 payable
as follows:
a. Upon submittal of the special assessment levies to the County Auditor, the sum
of $7,923 shall be due.
b. On January 31 of the fiscal year, the remainder shall be due.
11. SCI’s fee for a new assessment district formation and annexations with one property
owner is $9,350. Such fees shall be payable 60% upon submittal of the preliminary
Engineer’s Report to the City and the remaining 40% upon final approval of the
Engineer’s Report.
12. In the event that the City elects to request optional, additive scope of work, SCI will
work with the City to negotiate compensation for these additional tasks and execute
an Addendum to the agreement for these additional services.
13. Incidental costs incurred by SCI for the purchase of property data, maps, travel and
other out‐of‐pocket expenses incurred in performing the Scope of Work shall be
reimbursed at actual cost by the City with total cost not to exceed $4,000 per year,
without prior authorization from the City. Publication of the legal notice of public
hearing will be billed separately as incurred.
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LEVY ADMINISTRATION SERVICES AGREEMENT PAGE 10 OF 11
BETWEEN CITY OF MOORPARK AND
SCI CONSULTING GROUP, NOVEMBER 2020
Note: All costs associated with this proposal can be financed or refunded by
assessment proceeds.
The Fee Schedule shown above is valid as long as this agreement is
executed within 90 days from the date this agreement was submitted to
the City.
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LEVY ADMINISTRATION SERVICES AGREEMENT PAGE 11 OF 11
BETWEEN CITY OF MOORPARK AND
SCI CONSULTING GROUP, NOVEMBER 2020
SIGNATURE PAGE
By signing below, we agree to the terms of this Levy Administration Services Agreement.
Accepted:
Accepted:
Kambiz Borhani
Finance Director
City of Moorpark
John W. Bliss
President
SCI Consulting Group
Date
Date
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