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HomeMy WebLinkAboutAGENDA REPORT 2025 1015 CC REG ITEM 09BCITY OF MOORPARK, CALIFORNIA City Council Meeting of October 15, 2025 ACTION APPROVED STAFF RECOMMENDATION, INCLUDING ADOPTION OF RESOLUTION NO. 2025- 4355. (ROLL CALL VOTE UNANIMOUS) BY A. Hurtado. B. Consider Agreement with SCI Consulting Group for Park Maintenance Assessment District Revenue Enhancement Measures; and Consider Resolution Amending the Fiscal Year 2025/26 Budget by Appropriating $170,951 from the General Fund. Staff Recommendation: 1) Approve Agreement with SCI Consulting Group in the amount of $170,951 for Park Maintenance Assessment District Revenue Enhancement Measures and authorize the City Manager to sign the agreement, subject to final language approval by the City Manager; and 2) Adopt Resolution No. 2025-4355 amending the Fiscal Year 2025/26 budget to appropriate $170,951 from the General Fund. (Staff: Jeremy Laurentowski, Parks & Recreation Director) (ROLL CALL VOTE REQUIRED) Item: 9.B. MOORPARK CITY COUNCIL AGENDA REPORT TO: Honorable City Council FROM: Jeremy Laurentowski, Parks and Recreation Director DATE: 10/15/2025 Regular Meeting SUBJECT: Consider Agreement with SCI Consulting Group for Park Maintenance Assessment District Revenue Enhancement Measures; and Consider Resolution Amending Fiscal Year 2025/26 Budget by Appropriating $170,951 from the General Fund BACKGROUND In 1999, an assessment ballot proceeding was conducted and the City Council adopted Resolution No. 1999-1625 approving the Assessment Engineer’s Report, the formation of the Parks and Recreation Maintenance and Improvement District (Parks Maintenance District), and the levy of an annual assessment to support park maintenance operations. Per the Engineer’s Report, 25% of the benefits conferred by the improvements (maintenance and improvement of City parks and recreation facilities) are considered General Benefit and the remaining 75% of the benefits are considered Special Benefits which specifically benefit the assessed properties. Due to this analysis, 25% of the district expenses must be covered by revenue from non-assessment funds, such as the General Fund. The initial assessment was established at $39.00 per single-family equivalent (SFE) and included an annual Consumer Price Index (CPI) increase, not to exceed 3% per year. However, the initial assessment only covered 52% of total cost, with the remaining 48% funded by the General Fund or other available revenue sources. Since then, park maintenance expenses have significantly outpaced assessment revenue. The Fiscal Year (FY) 2024/25 Engineer’s Report established an assessment rate of $72.88 per SFE and estimates that the proposed assessment will generate approximately $1,007,619 in revenue allocated to the park maintenance operations. At the approved rate, assessment revenue will cover approximately 39% of the operating budget or 15% of the total budget, which includes Operating costs and Capital Improvement costs. On June 5, 2024, the City Council requested a future agenda item to consider options to increase the assessment revenue associated with the current Parks Maintenance District, including the process to initiate a Proposition 218 Assessment Mail Ballot Proceeding. Item: 9.B. 8 Honorable City Council 10/15/2025 Regular Meeting Page 2 On January 15, 2025, staff presented an agenda report to the City Council summarizing the two most common options the City could consider to increase revenue for park maintenance operations: a Proposition 218 Assessment Mail Ballot Proceeding (Mail Ballot Proceeding) and a Citywide Special Parcel Tax (Special Tax). Both options would require a vote and if passed, both are collected by the County with property taxes. Additionally, during the Special City Council meeting of August 8, 2025, staff presented an agenda report regarding the status of the City’s General Fund and review of the City’s 10-Year Long-Term Financial Plan (LTFP), as well as considerations for possible revenue enhancement measures and financing options. The LTFP was first introduced in May 2024 and subsequently updated during the Budget Study Session on May 28, 2025. The updated LTFP projected that the City’s General Fund will face a structural deficit beginning in FY 2029/30. To avoid a projected structural deficit, it was discussed that the City will require additional long-term General Fund revenue to address the following needs: • Rising Public Safety costs that consistently outpace CPI and the growth in GF revenues. • Ongoing investment to sustain the City’s Pavement Management Plan. • A decline in interest earnings as reserves are drawn down to support major capital improvement projects. • Increased GF subsidies for Assessment District operations and Park Maintenance Fund. • Continued subsidies for the Community Development Fund and the Engineering Fund, which are not fully self-supporting. 9 Honorable City Council 10/15/2025 Regular Meeting Page 3 As shown in the table below, over the last several years the General Fund has subsidized park maintenance operations between 51% and 67%. Even though the City has made a considerable effort to reduce maintenance costs, the General Fund is still contributing a significant portion of the operating costs. It is likely that the City has reached the point where expenditures have stabilized and will most likely increase in future years, as labor, materials, and utility costs continue to rise. To reduce the General Fund transfer to 25% as outlined in the Engineer’s Report, an additional $570,000 in assessment revenue will be needed. This equates to an estimated increase of $41 per SFE. Currently, the Equipment Replacement Fund (ERF) is funded with General Fund savings. The ERF funds the replacement of Capital Assets, such as picnic tables, playground equipment, gazebos and shade structures, and requires an additional $396,000 per year to fully fund the ERF. With this addition, the total operating expenses rises to $2,492,472. The current assessment revenue combined with a 25% General Fund contribution covers $1,631,272, leaving $861,200 shortfall to fully fund park maintenance operations. To address this gap, additional assessment revenue of $861,200 would be necessary, which represents a total increase of $61 per SFE. DISCUSSION As mentioned previously, on January 15, 2025, staff provided the City Council with a summary of the two most common options the City can consider to increase revenue specifically for park maintenance operations, i.e. a Mail Ballot Proceeding and a Special Tax. Both options require a vote, and if passed, revenue is collected with property taxes. Fiscal Year Assessment Levy Other Revenue Operating Expense Shortage GF Transfer In GF % FY 2016-17 782,342$ 8,837$ (2,126,845)$ (1,335,666)$ 1,335,666$ 63% FY 2017-18 818,161$ 22,207$ (2,525,989)$ (1,685,621)$ 1,685,621$ 67% FY 2018-19 820,207$ 31,277$ (2,347,122)$ (1,495,638)$ 1,495,638$ 64% FY 2019-20 861,477$ 26,959$ (2,228,866)$ (1,340,430)$ 1,340,430$ 60% FY 2020-21 873,677$ 11,310$ (2,039,608)$ (1,154,621)$ 1,154,621$ 57% FY 2021-22 945,486$ 21,490$ (2,163,002)$ (1,196,027)$ 1,196,027$ 55% FY 2022-23 955,993$ 62,134$ (2,078,694)$ (1,060,566)$ 1,060,566$ 51% FY 2023-24 993,069$ 19,032$ (2,096,472)$ (1,084,371)$ 1,084,371$ 52% Fiscal Year Assessment Levy Other Revenue Operating Expense Shortage GF Transfer In GF % FY 2023-24 993,069$ 19,032$ (2,096,472)$ (1,084,371)$ 1,084,371$ 52% Additional Levy 570,000$ 570,000$ (570,000)$ Total 1,563,069$ 19,032$ (2,096,472)$ (514,371)$ 514,371$ 25% Fiscal Year Assessment Le vy Other Revenue Operating Expense Operating Surplus/(Deficit)GF Transfer In Shortage GF % FY 2023-24 993,069$ 19,032$ (2,096,472)$ (1,084,371)$ 1,084,371$ -$ 52% Equip Repl Fund (396,000)$ GF 25% Model 993,069$ 19,032$ (2,492,472)$ (1,480,371)$ 619,171$ (861,200)$ 25% 10 Honorable City Council 10/15/2025 Regular Meeting Page 4 Ultimately, the City Council determined that an analysis of both options would be appropriate and directed staff to issue a Request for Qualifications and Proposals (RFP/Q) to engage a consultant to assist the City with this effort. On March 12, 2025, staff issued an RFP/Q for Consulting Services for Parks Maintenance Assessment District Revenue Enhancement Measures. The RFP/Q highlighted the following primary objectives: • Prepare a preliminary feasibility analysis of the potential revenue enhancement measures to increase revenue for the installation, maintenance, servicing and administration of park and recreation facilities: 1) a Mail Ballot Proceeding in connection with the existing District; and/or 2) a City-wide Special Tax. • Recommend a revenue enhancement measure to the City Council based on the feasibility analysis. • With respect to the selected revenue enhancement measure, prepare and conduct a Public Opinion Survey of property owners (Mail Ballot Proceeding) or registered voters (Special Tax), as applicable. • Analyze and summarize Public Opinion Survey results. • Make a recommendation to the City Council based on the analysis of the Public Opinion Survey results. • If authorized by the City Council, assist the City to implement the selected revenue enhancement measure. On April 2, 2025, the City received RFP/Q submissions from two consulting firms, SCI Consulting Group (SCI) and NBS Consultants, and conducted interviews with both firms to evaluate their qualifications. Although both companies demonstrated substantial experience in revenue enhancement measures, staff recommends entering into an agreement with SCI based on the City’s positive prior experiences with the firm, as well as a more cost-effective proposal. Originally founded as Shilts Consultants, Inc. the City has contracted with SCI since 1998 for a variety of Assessment Engineering Services and currently contracts with SCI for the annual administration of the City’s Landscape Maintenance Assessment Districts and the Parks Maintenance District. SCI was also the consultant that the City hired in 1998 to establish the current Park Maintenance District and conduct the successful Mail Ballot Proceeding in 1999. SCI has included EMC Research (EMC) as part of their project team. EMC is a national full-service opinion research firm with over 30-years’ experience working with public agencies to measure polling, including Prop 218 measures. EMC is proposing a hybrid approach to the Public Opinion Survey, using a mix of telephone, text messaging, and email. EMC recommends a sample size of 400 respondents which would result in a margin of error of around 4.9 percent points and a 95% confidence interval. SCI’s approach follows the two-phase structure outlined in the RFQ/P. Phase 1 will include a comprehensive feasibility analysis of both a Mail Ballot Proceeding and a Special Tax. The analysis will be grounded with technical data and community context and will be followed by a public opinion survey to test support levels and guide the 11 Honorable City Council 10/15/2025 Regular Meeting Page 5 City Council. Phase 2 will include either the preparation of the Engineer’s Report and coordination of a Mail Ballot if the assessment option is selected, or Special Tax election proceedings if the Special Tax option is selected, and delivery of related public information services that align with the City’s direction. SCI will draw from the preliminary findings developed in the first phase to help the City determine a sound and supportable path forward, whether that involves pursuing an increase to the existing assessment or pursuing a Special Tax. Should the City Council choose to proceed with a measure, SCI will finalize the tax or assessment structure, prepare all necessary documentation, and coordinate with the City Attorney, and the County and City Clerk to ensure a legally compliant and timely process. Although there are many procedural and substantive requirements related to both a Mail Ballot Proceeding and Special Tax, a Mail Ballot could essentially move forward at any time since it will be managed directly by the City. Even though the timeline is flexible, it would likely need to conclude by November 2026 to be included on the FY 2027/28 tax roll. However, a Special Tax measure will need to be coordinated with the County Elections Division and an election consolidation request, including a request for a measure, would need to be completed no later than June 26, 2026, in order to get it on the November 2026 ballot. ENVIRONMENTAL DETERMINATION This action is exempt from the California Environmental Quality Act (CEQA) as it does not constitute a project, as defined by Section 15378 of the State CEQA Guidelines. Therefore, no further environmental review is required. FISCAL IMPACT Based on the City Council’s prior direction, the Cost Proposal itemized certain tasks and milestones so that the work could be phased and/or stopped should a Public Opinion Survey provide unfavorable results. The primary tasks outlined in the RFP/Q are as follows: Phase I: • Task 1.1: Initial Planning and Preliminary Assessment/Tax $9,800 • Task 1.2: Presentation – Summary of Findings and Recommendation $2,600 • Task 1.3: Public Opinion Survey (POS) $41,910 • Task 1.4: Presentation – Results of POS and Recommendation $2,600 Sub-Total Phase I $56,910 Phase II: • Task 2.1: (Option 1) Assessment Engineering and Engineer’s Report $29,200 • Task 2.2: (Option 1) Proposition 218 Mail Ballot Proceeding Services $45,200 • Task 2.3: (Option 2) Special Tax Election Services $25,000 • Task 2.4: (Option 1 & 2) Non-advocacy Informational Outreach Services $20,600 Sub-Total Phase II (Option 1) $95,000 Sub-Total Phase II (Option 2) $45,600 12 Honorable City Council 10/15/2025 Regular Meeting Page 6 The total cost for this effort is $170,951, which includes the Phase I costs, the Phase II Option 1 costs since this is the higher of the two options, $3,500 for incidentals and a 10% contingency in the amount of $15,541. However, the total cost will depend on whether the City pursues an assessment Mail Ballot Proceeding or a Special Tax measure, as each option carries distinct requirements and associated costs. Additionally, should the City choose to move forward with a Special Tax measure, some additional funding will be needed to cover County election expenses. Based on recent information obtained from the City of Santa Paula related to a 2024 election held for Measure R, the City of Moorpark could expect to spend as much as $20,000 for election services. However, this amount is dependent on several factors, such as when the election is held, how many other measures are on the ballot to spread the costs, or if it’s a special all-mail election. These cost factors will be further evaluated as this process moves forward. COUNCIL GOAL COMPLIANCE This action is consistent with City Council Strategic Priority: Goal 3: “Excellent City Governance”, Objective 3.2: “Consider Parks and Recreation Maintenance Improvement District Revenue Enhancement Measures.” STAFF RECOMMENDATION (ROLL CALL VOTE REQUIRED) 1. Approve Agreement with SCI Consulting Group in the amount of $170,951 for Park Maintenance Assessment District Revenue Enhancement Measures and authorize the City Manager to sign the agreement, subject to final language approval by the City Manager; and 2. Adopt Resolution No. 2025-____ amending the Fiscal Year 2025/26 budget to appropriate $170,951 from the General Fund. Attachment 1: Agreement with SCI Consulting Group Attachment 2: Draft Resolution No. 2025-____ 13 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MOORPARK AND SCI CONSULTING GROUP, FOR PARKS MAINTENANCE ASSESSMENT DISTRICT REVENUE ENHANCEMENT MEASURES THIS AGREEMENT, executed as of _________________________, is between the City of Moorpark, a municipal corporation (“City”) and SCI Consulting Group, a corporation (“Consultant”). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: WHEREAS, City has the need for parks maintenance assessment district revenue enhancement services; and WHEREAS, Consultant specializes in providing such services and has the proper work experience, certifications, and background to carry out the duties involved; and WHEREAS, Consultant has submitted to City a Proposal dated 09/22/2025, which is attached hereto as Exhibit C. NOW, THEREFORE, in consideration of the mutual covenants, benefits, and premises herein stated, the parties hereto agree as follows: 1.TERM The term of this Agreement shall be from the date of execution to completion, unless this Agreement is terminated or suspended pursuant to this Agreement. 2.SCOPE OF SERVICES City does hereby retain Consultant, as an independent contractor, in a contractual capacity to provide parks maintenance assessment district revenue enhancement services, as set forth in Exhibit C. In the event there is a conflict between the provisions of Exhibit C and this Agreement, the language contained in this Agreement shall take precedence. Consultant shall perform the tasks described and set forth in Exhibit C Consultant shall complete the tasks according to the schedule of performance which is also set forth in Exhibit C. Compensation for the services to be performed by Consultant shall be in accordance with Exhibit C. Compensation shall not exceed the rates or total contract value of one hundred seventy thousand nine hundred fifty-one dollars ($170,951.00), which includes a contingency of fifteen thousand five hundred forty-one dollars ($15,541.00), without a written Amendment to the Agreement executed by both parties. Payment by City to Consultant shall be in accordance with the provisions of this Agreement. ATTACHMENT 1 14 Rev. 03/10/2025 Page 2 of 16 3. PERFORMANCE Consultant shall at all times faithfully, competently and to the best of their ability, experience, standard of care, and talent, perform all tasks described herein. Consultant shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant hereunder in meeting its obligations under this Agreement. 4. MANAGEMENT The individual directly responsible for Consultant’s overall performance of the Agreement provisions herein above set forth and to serve as principal liaison between City and Consultant shall be John Bliss, and no other individual may be substituted without the prior written approval of the City Manager. The City’s contact person in charge of administration of this Agreement, and to serve as principal liaison between Consultant and City, shall be the City Manager or the City Manager’s designee. 5. PAYMENT Taxpayer ID or Social Security numbers must be provided by Consultant on an IRS W-9 form before payments may be made by City to Consultant. The City agrees to pay Consultant monthly, in accordance with the payment rates and terms and the schedule of payment as set forth in Exhibit C, based upon actual time spent on the above tasks. This amount shall not exceed one hundred seventy thousand nine hundred fifty-one dollars ($170,951.00), which includes a contingency of fifteen thousand five hundred forty-one dollars ($15,541.00), for the total term of the Agreement unless additional payment is approved as provided in this Agreement. Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement, which are in addition to those set forth herein, unless such additional services and compensation are authorized, in advance, in a written amendment to this Agreement executed by both parties. Consultant shall submit invoices monthly for actual services performed. Invoices shall be submitted on or about the first business day of each month, or as soon thereafter as practical, for services provided in the previous month. Payment shall be made within thirty (30) days of receipt of each invoice as to all non-disputed fees. Any expense or reimbursable cost appearing on any invoice shall be accompanied by a receipt or other documentation subject to approval of the City Manager or the City Manager’s designee. If the City disputes any of Consultant’s fees or expenses, City shall give written notice to Consultant within thirty (30) days of receipt of any disputed fees set forth on the invoice. 15 Rev. 03/10/2025 Page 3 of 16 6. TERMINATION OR SUSPENSION WITHOUT CAUSE The City may at any time, for any reason, with or without cause, suspend, or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement, such suspension or termination shall not make void or invalidate the remainder of this Agreement. The Consultant may terminate this Agreement only by providing City with written notice no less than thirty (30) days in advance of such termination. In the event this Agreement is terminated or suspended pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination or suspension, provided that the work performed is of value to the City. Upon termination or suspension of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City pursuant to this Agreement. 7. DEFAULT OF CONSULTANT The Consultant’s failure to comply with the provisions of this Agreement shall constitute a default. In the event that Consultant is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Consultant for any work performed after the date of default and can terminate or suspend this Agreement immediately by written notice to the Consultant. If such failure by the Consultant to make progress in the performance of work hereunder arises out of causes beyond the Consultant’s control, and without fault or negligence of the Consultant, it shall not be considered a default. If the City Manager or his/her designee determines that the Consultant is in default in the performance of any of the terms or conditions of this Agreement, he/she shall cause to be served upon the Consultant a written notice of the default. The Consultant shall have thirty (30) days after service upon it of said notice in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement. 8. LIQUIDATED DAMAGES There are no liquidated damages under this Agreement. 9. OWNERSHIP OF DOCUMENTS Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts, and other such information required by City that relate to the performance of services under this Agreement. Consultant shall maintain adequate 16 Rev. 03/10/2025 Page 4 of 16 records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of City or the City’s designees at reasonable times to such books and records; shall give the City the right to examine and audit said books and records; shall permit City to make transcripts therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement. Notification of audit shall be provided at least thirty (30) days before any such audit is conducted. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment. Upon completion of, or in the event of termination or suspension without cause of this Agreement, all original documents, designs, drawings, maps, models, computer files, surveys, notes, and other documents prepared in the course of providing the services to be performed pursuant to this Agreement shall become the sole property of the City and may be used, reused, or otherwise disposed of by the City without the permission of the Consultant. With respect to computer files, Consultant shall make available to the City, at the Consultant’s office and upon reasonable written request by the City, the necessary computer software and hardware for purposes of accessing, compiling, transferring, and printing computer files. 10. INDEMNIFICATION AND HOLD HARMLESS Indemnity for professional liability: When the law establishes a professional standard of care for Consultant’s Services, to the fullest extent permitted by law, Consultant shall indemnify, protect, defend and hold harmless City and any and all of its officials, employees, and agents (“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs and expenses, including legal counsel’s fees and costs to the extent same are caused in whole or in part by any negligent or wrongful act, error or omission of Consultant, its officers, agents, employees and/or subconsultants (or any agency or individual that Consultant shall bear the legal liability thereof) in the performance of professional services under this Agreement. Indemnity for other than professional liability: Other than in the performance of professional services and to the full extent permitted by law, Consultant shall indemnify, protect, defend and hold harmless City, and any and all of its officials, employees, and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including legal counsels’ fees and costs, court costs, interest, defense costs, and expert witness fees), where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Consultant or by any individual or agency for which Consultant is legally liable, including but not limited to officers, agents, employees or subconsultants of Consultant. Consultant agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this Section from each and every subconsultant, or any other person or entity involved by, for, with, or on behalf of Consultant in the performance 17 Rev. 03/10/2025 Page 5 of 16 of this Agreement. In the event Consultant fails to obtain such indemnity obligations from others as required here, Consultant agrees to be fully responsible according to the terms of this Section. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend City as set forth here is binding on the successors, assigns, or heirs of Consultant and shall survive the termination of this Agreement or this Section. City does not and shall not waive any rights that it may have against Consultant by reason of this Section, because of the acceptance by City, or the deposit with City, of any insurance policy or certificate required pursuant to this Agreement. The hold harmless and indemnification provisions shall apply regardless of whether or not said insurance policies are determined to be applicable to any losses, liabilities, damages, costs, and expenses described in this Section. 11. INSURANCE Consultant shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit A attached hereto and incorporated herein by this reference as though set forth in full. 12. INDEPENDENT CONSULTANT Consultant is and shall at all times remain as to the City a wholly independent Contractor. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, or volunteers shall have control over the conduct of Consultant or any of Consultant’s officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers or employees, volunteers or agents of the City except as set forth in this Agreement. Consultant shall not incur or have the power to incur any debt, obligation, or liability against City, or bind City in any manner. No employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Consultant for performing services hereunder for City. City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing services hereunder. 13. LEGAL RESPONSIBILITIES The Consultant shall keep itself informed of local, state, and federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations, including but not limited to the Americans with Disabilities Act and Occupational Safety and Health Administration laws 18 Rev. 03/10/2025 Page 6 of 16 and regulations. The Consultant shall comply with and sign Exhibit B, the Scope of Work Requirement for Professional Services Agreements Compliance with California Government Code Section 7550, when applicable. The City, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section. Should the Scope of Services include work that is considered a public work to which prevailing wages apply, the public work project is subject to compliance monitoring and enforcement by the California Department of Industrial Relations (DIR). Consultant agrees to comply with and be bound by all applicable terms, rules and regulations described in (a) Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code, including without limitation Labor Code Section 1771 and (b) the rules and regulations established by the DIR implementing such statutes, as though set forth in full herein, including any applicable amendments made thereto during the term of this Agreement. For every subcontractor who will perform work on this project, Consultant shall be responsible for subcontractor’s compliance with (a) and (b), and Consultant shall take all necessary actions to ensure subcontractor’s compliance. Labor Code Section 1725.5 requires all contractors and subcontractors to annually register with the DIR before bidding or performing on any public work contract. 14. ANTI DISCRIMINATION Neither the Consultant, nor any subconsultant and/or subcontractor under the Consultant, shall discriminate in employment of persons upon the work because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, or military and veteran status; or any other basis protected by applicable federal, state, or local law, except as provided in Section 12940 of the Government Code. Consultant shall have responsibility for compliance with this Section. 15. UNDUE INFLUENCE Consultant declares and warrants that no undue influence or pressure is used against or in concert with any officer or employee of the City in connection with the award, terms, or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of the City will receive compensation, directly or indirectly from Consultant, or any officer, employee, or agent of Consultant, in connection with the award of this Agreement or any work to be conducted as a result of this Agreement. Violation of this Section shall be a material breach of this Agreement entitling the City to any and all remedies at law or in equity. 16. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES No member, officer, or employee of the City, or their designees or agents, and no public official who exercises authority over or responsibilities with respect to the Services during his/her tenure or for one (1) year thereafter, shall have any interest, direct or 19 Rev. 03/10/2025 Page 7 of 16 indirect, in any agreement or sub-agreement, or the proceeds thereof, for work to be performed in connection with the Services performed under this Agreement. 17. CONFLICT OF INTEREST Consultant covenants that neither they nor any officer or principal of their firm have any interests, nor shall they acquire any interest, directly or indirectly, which will conflict in any manner or degree with the performance of their services hereunder. Consultant further covenants that in the performance of this Agreement, they shall employ no person having such interest as an officer, employee, agent, subconsultant, or subcontractor. Consultant further covenants that Consultant has not contracted with nor is performing any services directly or indirectly, with the developer(s) and/or property owner(s) and/or firm(s) and/or partnership(s) and/or public agency(ies) owning property and/or processing an entitlement application for property in the City or its Area of Interest, now or within the past one (1) year, and further covenants and agrees that Consultant and/or its subconsultants shall provide no service or enter into any contract with any developer(s) and/or property owner(s) and/or firm(s) and/or partnership(s) and/or public agency(ies) owning property and/or processing an entitlement application for property in the City or its Area of Interest, while under contract with the City and for a one (1) year time period following termination of this Agreement. 18. NOTICE Any notice to be given pursuant to this Agreement shall be in writing, and all such notices and any other document to be delivered shall be delivered by personal service or by deposit in the United States mail, certified or registered, return receipt requested, with postage prepaid, and addressed to the party for whom intended as follows: To: City Manager City of Moorpark 323 Science Drive Moorpark, CA 93021 To: John W. Bliss, President SCI Consulting Group 4745 Mangels Blvd. Fairfield, CA 94534 Either party may, from time to time, by written notice to the other, designate a different address or contact person, which shall be substituted for the one above specified. Notices, payments and other documents shall be deemed delivered upon receipt by personal service or as of the third (3rd) day after deposit in the United States mail. 20 Rev. 03/10/2025 Page 8 of 16 19. CHANGE IN NAME Should a change be contemplated in the name or nature of the Consultant's legal entity, the Consultant shall first notify the City in order that proper steps may be taken to have the change reflected in the Agreement documents. 20. ASSIGNMENT Consultant shall not assign this Agreement or any of the rights, duties, or obligations hereunder. It is understood and acknowledged by the parties that Consultant is uniquely qualified to perform the services provided for in this Agreement. 21. LICENSES At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required of it by law for the performance of the services in this Agreement. 22. VENUE AND GOVERNING LAW This Agreement is made, entered into, and executed in Ventura County, California, and any action filed in any court or for arbitration for the interpretation, enforcement or other action of the terms, conditions, or covenants referred to herein shall be filed in the applicable court in Ventura County, California. The City and Consultant understand and agree that the laws of the state of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. 23. COST RECOVERY In the event any action, suit or proceeding is brought for the enforcement of, or the declaration of any right or obligation pursuant to this Agreement or as a result of any alleged breach of any provision of this Agreement, the prevailing party shall be entitled to recover its costs and expenses, including attorneys’ fees, from the losing party, and any judgment or decree rendered in such a proceeding shall include an award thereof. 24. ENTIRE AGREEMENT This Agreement and the Exhibits attached hereto contain the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party’s own independent investigation of any and all facts such party deems material. 21 Rev. 03/10/2025 Page 9 of 16 25. CAPTIONS OR HEADINGS The captions and headings of the various Articles, Paragraphs, and Exhibits of this Agreement are for convenience and identification only and shall not be deemed to limit or define the content of the respective Articles, Paragraphs, and Exhibits hereof. 26. AMENDMENTS Any amendment, modification, or variation from the terms of this Agreement shall be in writing and shall be effective only upon approval by both parties to this Agreement. 27. PRECEDENCE In the event of conflict, the requirements of the City’s Request for Proposal, if any, and this Agreement shall take precedence over those contained in the Consultant’s Proposal. 28. INTERPRETATION OF AGREEMENT Should interpretation of this Agreement, or any portion thereof, be necessary, it is deemed that this Agreement was prepared by the parties jointly and equally, and shall not be interpreted against either party on the ground that the party prepared the Agreement or caused it to be prepared. 29. WAIVER No waiver of any provision of this Agreement shall be deemed, or shall constitute, a waiver of any other provision, whether or not similar, nor shall any such waiver constitute a continuing or subsequent waiver of the same provision. No waiver shall be binding unless executed in writing by the party making the waiver. 30. AUTHORITY TO EXECUTE The person or persons executing this Agreement on behalf of the Consultant warrants and represents that he/she has the authority to execute this Agreement on behalf of the Consultant and has the authority to bind Consultant to the performance of obligations hereunder. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF MOORPARK SCI Consulting Group __________________________________ __________________________________ PJ Gagajena, City Manager John W. Bliss, President 22 Rev. 03/10/2025 Page 10 of 16 Attest: __________________________________ Ky Spangler, City Clerk 23 Rev. 03/10/2025 Page 11 of 16 Exhibit A INSURANCE REQUIREMENTS Prior to the beginning of and throughout the duration of Work, Consultant will maintain insurance in conformance with the requirements set forth below. Consultant will use existing coverage to comply with these requirements. If that existing coverage does not meet requirements set forth here, Consultant agrees to amend, supplement, or endorse the existing coverage to do so. Consultant acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. Any insurance proceeds available to the City in excess of the limits and coverage required in this Agreement and which is applicable to a given loss, will be available to the City. Consultant shall provide the following types and amounts of insurance: Type of Insurance Limits Commercial General Liability $1,000,000 / $2,000,000 Aggregate Business Automobile Liability $1,000,000 Workers’ Compensation Statutory Requirements Professional Liability $1,000,000 Insurance Rating. Insurance procured pursuant to these requirements shall be written by insurers that are authorized carriers in the State of California and with an A.M. Best rating of A- or better and a minimum financial size category class VII. Commercial General Liability Insurance using Insurance Services Office (ISO) “Commercial General Liability” policy form CG 00 01 or the exact equivalent. Defense costs must be paid in addition to limits. There shall be no cross liability exclusion for claims or suits by one insured against another. Limits are subject to review but in no event less than $1,000,000 per occurrence for all covered losses and no less than $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. Business Automobile Insurance coverage on ISO Business Auto Coverage form CA 00 01 including symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event to be less than $1,000,000 combined single limit per accident. If Consultant owns no vehicles, this requirement may be satisfied by a non-owned auto endorsement to the general liability policy described above. If Consultant or Consultant’s employees will use personal autos in any way on this project, Consultant shall provide evidence of personal auto liability for each such person. Workers’ Compensation on a state-approved policy form providing statutory benefits as required by law with employer’s liability limits no less than $1,000,000 per accident or disease. Consultant shall submit to Agency, along with the certificate of insurance, a 24 Rev. 03/10/2025 Page 12 of 16 Waiver of Subrogation endorsement in favor of Agency, its officers, agents, employees, and volunteers. Professional Liability (Errors and Omissions) Insurance as appropriate shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant and “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy limit shall be no less than $1,000,000 per claim and in the aggregate. The policy must “pay on behalf of” the insured and must include a provision establishing the insurer’s duty to defend. The policy retroactive date shall be on or before the effective date of this Agreement. Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit requirements, shall provide coverage at least as broad as specified for the underlying coverages. Coverage shall be provided on a “pay on behalf” basis, with defense costs payable in addition to policy limits. Policy shall contain a provision obligating insurer at the time insured’s liability is determined, not requiring actual payment by the insured first. There shall be no cross liability exclusion precluding coverage for claims or suits by one insured against another. Coverage shall be applicable to the City for injury to employees of Consultant, subconsultants, or others involved in the Work. The scope of coverage provided is subject to approval by the City following receipt of proof of insurance as required herein. Limits are subject to review but in no event less than $2,000,000 aggregate. General conditions pertaining to provision of insurance coverage by Consultant. Consultant and the City agree to the following with respect to insurance provided by Consultant: 1. Consultant agrees to have its insurer endorse the third party general liability coverage required herein to include as additional insureds the City, its officials, employees, and volunteers, using standard ISO endorsement CG 2010 and CG 2037, or equivalent, with edition acceptable to the City. Consultant also agrees to require all subconsultants and/or subcontractors to do likewise. 2. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the City, its elected or appointed officers, agents, officials, employees, and volunteers or shall specifically allow subconsultants and/or Contractors or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Contractor hereby waives its own right of recovery against the City and shall require similar written express waivers and insurance clauses from each of its subconsultants and/or subcontractors. Consultant shall submit to City, along with the certificate of insurance, a waiver of subrogation endorsement in favor of City, its officers, agents, employees, and volunteers. 3. All insurance coverage and limits provided by Consultant and available or applicable to this Agreement are intended to apply to the full extent of the policies. 25 Rev. 03/10/2025 Page 13 of 16 Nothing contained in this Agreement or any other agreement relating to the City or its operation limits the application of such insurance coverage. 4. None of the coverages required herein will be in compliance with these requirements if they include limiting endorsement of any kind that has not been first submitted to the City and approved in writing. 5. No liability policy shall contain any provision or definition that would serve to eliminate so-called “third party action over” claims, including any exclusion for bodily injury to an employee of the insured or of any subconsultant and/or subcontractor. 6. All coverage types and limits required are subject to approval, modification, and additional requirements by the City, as the need arises. Consultant shall not make any reductions in scope of coverage (e.g., elimination of contractual liability or reduction of discovery period) that may affect the City’s protection without the City’s prior written consent. 7. Proof of compliance with these insurance requirements, consisting of certificates of insurance evidencing all of the coverages required and an additional insured endorsement to Consultant’s general liability policy, shall be delivered to city at or prior to the execution of this Agreement. In the event such proof of any insurance is not delivered as required, or in the event such insurance is canceled or reduced at any time and no replacement coverage is provided, the City has the right, but not the duty, to obtain any insurance it deems necessary to protect its interests under this or any other Agreement and to pay the premium. Any premium so paid by the City shall be charged to and promptly paid by Consultant or deducted from sums due Consultant, at the City’s option. 8. Certificate(s) are to reflect that the insurer will provide thirty (30) days notice to the City of any cancellation or reduction of coverage. Consultant agrees to require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation or reduction of coverage imposes no obligation, or that any party will “endeavor” (as opposed to being required) to comply with the requirements of the certificate. 9. Coverage provided by Consultant shall be primary and non-contributory and any insurance of self-insurance procured or maintained by the City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or self- insurance shall be called upon to protect it as a named insured. Consultant shall submit to City, along with the certificate of insurance, a primary and non-contributory endorsement in favor of City, its officers, agents, employees, and volunteers. 26 Rev. 03/10/2025 Page 14 of 16 10. Consultant agrees to ensure that subconsultants and/or subcontractors, and any other party involved with the Work who is brought onto or involved in the Work by Consultant, provide the same minimum insurance required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subconsultants and/or subcontractors and others engaged in the Work will be submitted to the City for review. 11. Consultant agrees not to self-insure or to use any self-insured retentions or deductibles on any portion of the insurance required herein and further agrees that it will not allow any subconsultant, subcontractor, Architect, Engineer, or other entity or person in any way involved in the performance of Work contemplated by this Agreement to self-insure its obligations to the City. If Consultant’s existing coverage includes a deductible or self-insured retention, the deductible or self- insured retention must be declared to the City. At that time, the City shall review options with the Consultant, which may include reduction or elimination of the deductible or self-insured retention, substitution of other coverage, or other solutions. 12. The City reserves the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving the Consultant thirty (30) days advance written notice of such change. If such change results in substantial additional cost to the Consultant, the City will negotiate additional compensation proportional to the increased benefit to the City. 13. For purposes of applying insurance coverage only, this Agreement will be deemed to have been executed immediately upon any party hereto taking any steps that can be deemed to be in furtherance of or towards performance of this Agreement. 14. Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with an insurance requirement in no way imposes any additional obligations to the City nor does it waive any rights hereunder in this or any other regard. 15. Consultant will renew the required coverage annually as long as the City, or its employees or agents face an exposure from operations of any type pursuant to this Agreement. This obligation applies whether or not the Agreement is canceled or terminated for any reason. Termination of this obligation is not effective until the City executes a written statement to that effect. 16. Consultant shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Proof that such coverage has been ordered shall be submitted prior to expiration. A coverage binder or letter from Consultant’s insurance agent to this effect is acceptable. A certificate of insurance and/or additional insured endorsement as required in these specifications 27 Rev. 03/10/2025 Page 15 of 16 applicable to the renewing or new coverage must be provided to the City within five days of the expiration of coverage. 17. The provisions of any Workers’ Compensation or similar act will not limit the obligations of Consultant under this Agreement. Consultant expressly agrees not to use any statutory immunity defenses under such laws with respect to the City, its employees, officials and volunteers. 18. Requirements of specific coverage features or limits contained in this section are not intended as limitations on coverage, limits, or other requirements nor as a waiver of any coverage normally provided by any given policy. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue, and is not intended by any party or insured to be limiting or all- inclusive. 19. These insurance requirements are intended to be separate and distinct from any other provision in this Agreement and are intended by the parties here to be interpreted as such. 20. The requirements in this section supersede all other sections and provisions of this Agreement to the extent that any other section or provision conflicts or impairs the provisions of this section. 21. Consultant agrees to be responsible for ensuring that no contract used by any party involved in any way with the Work reserves the right to charge the City or Consultant for the cost of additional insurance coverage required by this Agreement. Any such provisions are to be deleted with reference to the City. It is not the intent of the City to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against the City for payment of premiums or other amounts with respect thereto. 22. Consultant agrees to provide immediate notice to City of any claim or loss against Consultant arising out of the work performed under this Agreement. The City assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve the City. 28 Rev. 03/10/2025 Page 16 of 16 Exhibit B CITY OF MOORPARK Scope of Work Requirement for Professional Services Agreements Compliance with California Government Code § 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 § 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? X Yes No If yes, then the following information must be provided in compliance with Government Code § 7550: 1. Dollar amount of Agreement/Contract: $ 170,951 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. __________________________________ ______________________ Signature, Title Date 29 September 22, 2025 Submitted to: City of Moorpark John Bliss, President SCI Consulting Group 9/22/2025 Proposal for Park Maintenance Revenue Enhancement Measure EXHIBIT C 30 Monday, September 22, 2025 Submitted via Email jsandifer@moorparkca.gov Jessica Sandifer, Deputy Parks and Recreation Director City of Moorpark 323 Science Drive Moorpark, CA 93021 Re: Proposal for Consulting Services for Parks Maintenance Assessment District Revenue Enhancement Measures Dear Ms. Sandifer, SCIConsultingGroup (“SCI”) is pleased to submit this proposal to assist the City of Moorpark (“City”) with the evaluation, planning, and potential implementation of a revenue enhancement measure to support the City’s Parks & Recreation Maintenance & Improvement District. We understand the City is seeking a qualified and experienced consulting firm to provide assessment engineering, public opinion research, and comprehensive ballot measure support services to evaluate options for increasing revenues—either through an increased assessment within the existing District or a new citywide special tax. SCI has extensive experience delivering Proposition 218-compliant assessment engineering and special tax election services for municipalities across California. We have successfully completed numerous similar projects for park maintenance funding and are well-versed in the procedural, legal, and technical requirements associated with revenue enhancement measures. Our team is prepared to provide the City with the objective analysis, strategic guidance, and technical execution needed to move forward with a transparent and defensible local funding process. Our approach follows the two-phase structure outlined in the RFQ/P. Phase 1 will include a comprehensive feasibility analysis of both assessment and special tax options, grounded in technical data and community context, followed by a public opinion survey to test support levels and guide Council decision-making. Phase 2 will include the preparation of the Engineer’s Report, coordination of Proposition 218 or special tax election proceedings, and delivery of related public information services aligned with the City’s direction following the survey. SCI will draw from the preliminary findings developed in the first task to help the City determine a sound and supportable path forward, whether that involves increasing the existing assessment or pursuing a special tax. Should the City Council choose to proceed, we will finalize the tax or assessment structure, prepare all necessary documentation, and coordinate with the County and City Clerk to ensure a legally compliant and timely process. 31 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup We have reviewed the City’s RFQ/P in detail and confirm that our scope of services and fee structure are aligned with the requirements provided. We look forward to the opportunity to support the City on this important initiative and are available to begin work immediately upon notice to proceed. We look forward to the opportunity to assist the City with this important project and stand ready to proceed. Please get in touch with me if you would like to discuss any aspect of our proposal. I can be reached at (707) 430-4300 or john.bliss@sci-cg.com. Sincerely, cc: Jeremy Laurentowski, City of Moorpark Jeanette Hynson, SCI Consulting Group Blair Aas, SCI Consulting Group 32 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup TABLE OF CONTENTS B. GENERAL QUALIFICATIONS .................................................................................................... 1 C. KEY STAFF ................................................................................................................................. 4 D. PROJECT SPECIFIC APPROACH AND METHODOLOGY ....................................................... 5 TASK 1.1: INITIAL RESEARCH, PLANNING, AND FEASIBILITY ANALYSIS .................................................................. 5 TASK 1.2: CITY COUNCIL PRESENTATION OF THE RECOMMENDED REVENUE ENHANCEMENT MEASURE . 5 TASK 1.3: PUBLIC OPINION RESEARCH AND MAILED SURVEY ............................................................................... 5 TASK 1.4: CITY COUNCIL PRESENTATION OF THE RESULTS OF THE PUBLIC OPINION RESEARCH AND SURVEY ............................................................................................................................................................................. 6 TASK 2.1: ASSESSMENT ENGINEERING AND ENGINEER’S REPORT ........................................................................ 6 TASK 2.2: PROPOSITION 218 ASSESSMENT BALLOTING SERVICES ........................................................................ 7 TASK 2.3: SPECIAL TAX ELECTION SERVICES .............................................................................................................. 8 TASK 2.4 NON-ADVOCACY INFORMATIONAL OUTREACH SERVICES ...................................................................... 9 E. REFERENCE ............................................................................................................................... 9 F. COST AND FEE STRUCTURE .................................................................................................... 10 APPENDICES .................................................................................................................................. 10 APPENDIX A – KEY STAFF RESUMES .......................................................................................................................... 11 APPENDIX B – REFERENCES ......................................................................................................................................... 15 APPENDIX C – SAMPLE WORK PRODUCT ................................................................................................................. 17 33 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup | 1 Established in 1985, SCIConsultingGroup (“SCI”) is a widely recognized public finance consulting firm with leading expertise in assisting public agencies in California to fund new services and improvements. SCI has an impressive success rate of about 90% for local funding measures, having facilitated over 200 successful initiatives across entire cities, counties, and special districts. Remarkably, SCI has formed more successful agency-wide post-Proposition 218 benefit assessments than all other assessment engineering firms in California combined. Our firm also excels in navigating the legal and procedural requirements for forming Community Facilities Districts, Benefit Assessment Districts, and other local financing mechanisms. We annually administer over 1,000 special taxes, assessments, and fees for over 200 public agencies statewide. This extensive expertise ensures that we meet your goals collaboratively, on schedule, and within budget. Furthermore, SCI possesses industry-leading knowledge of legal and procedural issues related to benefit assessments, special taxes, and fees. Our principals are recognized experts in these areas and contributed to the cleanup legislation for Proposition 218. Additionally, SCI frequently presents and writes on assessment ballot proceedings for various California associations, sharing our insights and expertise with many public agency professionals. Our typical scope of services includes the following: Local Funding Measure Feasibility Analysis: In this initial phase, SCI conducts planning, preliminary financial analysis, and consults with their clients to assess the viability and feasibility of a proposed local funding measure. We present various local funding solutions, outlining each option’s financial, legal, and political opportunities and challenges. This phase helps public agencies make informed decisions about whether to proceed with a public opinion survey to gauge community support for the proposed special tax measure by identifying potential hurdles, risks, and opportunities. Public Opinion Research and Survey. SCI conducts unbiased and statistically accurate surveys to measure community support for a proposed local funding measure. Our team analyzes survey data to provide valuable insights and recommendations for decision-making, which is then used to design an effective roadmap for a successful local funding measure. Election-Related Services. Throughout the election process, SCI offers comprehensive support, including ballot measure preparation and acting as a liaison with the election department. In the case of benefit assessments, SCI manages the preparation of the Proposition 218 notice and ballot, assisting in the ballot proceeding and ensuring compliance with all legal and procedural requirements governing elections. Formation Proceedings. In situations requiring the formation of financing districts, SCI guides public agencies through the complex process of establishing Community Facilities Districts (CFDs), Benefit Assessment Districts, and other local financing mechanisms. We assist in preparing necessary documents, resolutions, and ordinances for the formation proceedings, ensuring a smooth and legally compliant process. B. GENERAL QUALIFICATIONS 34 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup Non-Advocacy Information Outreach Services. Recognizing the importance of an informed vote, SCI can help public agencies with information about proposed initiatives through information outreach. We develop and assist in implementing non-advocacy materials, such as presentations, handouts, and Q&A documents, to foster transparency and inform decision-making among voters. Annual Levy Administration. Following the approval of a new special tax, assessment, or property- related fee, SCI provides ongoing administration of the annual levies, taxes, and fees for public agencies. Our team ensures compliance and accuracy in levy collection and distribution, offering continued support throughout the administration process. PARK AND RECREATION AGENCY CLIENTS (PARTIAL LIST) * Arbuckle RPD Arcade Creek RPD Arden Park RPD Auburn RPD Bear River RPD Cameron Park CSD Carmichael RPD City of Amador City City of Angels City of Belmont City of Benicia City of Colusa City of Diamond Bar City of Dixon City of Folsom City of Ione City of Jackson City of Lompoc City of Los Alamitos City of Menlo Park City of Moorpark City of Palmdale City of Placentia City of Placerville City of Pleasant Hill City of Plymouth City of San Diego City of Sutter Creek City of Temple City City of Vacaville City of Watsonville Chico Area RPD Conejo RPD Cordova RPD Cosumnes CSD County of Amador County of Contra Costa County of El Dorado County of Placer County of Sacramento County of San Joaquin County of Solano County of Ventura Durham RPD Easton CSD El Dorado Hills CSD Fair Oaks RPD Feather River RPD Fulton-El Camino RPD Garden Valley Ranch CSD Georgetown Divide RD Mission Oaks RPD Monterey Peninsula Regional PD Mtn. Rec. Conservation Auth. North Highlands RPD Orangevale RPD Paradise RPD Pleasant Hill RPD Pleasant Valley RPD Rancho Simi RPD Rio Linda Elverta RPD Santa Clara Valley OSA Sunrise RPD Truckee-Donner RPD Twain Harte CSD 35 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup | 3 Since 1989, EMC Research (“EMC”) has been a national leader in opinion research, providing custom solutions though genuine partnership. They give voice to communities and empower their clients – public and private alike – with accurate data and insightful analysis. Their team of sought- after experts is dedicated to delivering excellence and driven by a passion for impactful research. EMC will conduct the survey for this project. 36 Park Maintenance Revenue Enhancement Measure Proposal, Sept 22, 2025 SCIConsultingGroup | 4 Subconsultant Principle-In-Charge SCI will use a “team approach” for this project and work closely and collaboratively with the City. Such a collaborative, team-based approach helps ensure the City’s objectives are well understood and accomplished, and all technical and procedural requirements are met. If selected for this project, Edric Kwan, Senior Vice President, will serve as the engineer of record and will prepare the Engineer’s Report with special and general benefit findings. Jeanette Hynson, Senior Consultant, will be the project manager and the day-to-day contact. John Bliss, President, will serve as Principal-in-charge and will assist with numerous aspects of the project. EMC Research subconsultant to SCI, will handle the public opinion research and survey phase. Admail West subconsultant to SCI, will handle the printing and mailing of the ballots. The key staff are indicated in the organizational charge below, followed by brief professional biographies in Appendix A. C. KEY STAFF 37 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup | 5 Task 1.2: City Council Presentation of the Recommended Revenue Enhancement Measure Task 1.1: Initial Research, Planning, and Feasibility Analysis Phase 1 services will begin with analyzing the desired improvements and services, property ownership, tax base, and demographic and political profiles in the City. SCI performs these services by collecting data from the City, the County Assessor, and other information sources. After this data has been compiled, SCI will analyze it in context with the City’s goals and other community factors. This detailed research and analysis will provide SCI with a solid understanding of the factors that will be used as the foundation for designing and evaluating the proposed park assessment measure. SCI will assist City staff with preparing the City Council agenda report and presentation, summarizing the findings of Task 1.1, and providing a recommendation on which revenue enhancement measure to pursue and other details. Task 1.3: Public Opinion Research and Survey Recommended Research Approach. The recommended approach would be a phone survey. Under this approach, a random sample of eligible participants (property owners and/or registered voters) would be contacted using a mix of telephone, text message, and email and asked to complete the survey in either English or Spanish. The mode of contact used for each selected participant would depend on the contact information available, which could include email address, landline telephone, and/or cellular telephone. Reminders to participate would be issued as needed to non-responsive properties by email, text message, and telephone call. Any telephone calls to cellular telephones would be dialed by hand, in accordance with applicable law prohibiting calling cellular phones with predictive dialers. Sample Size. For this research project, EMC recommends a sample size of 400 respondents, which would result in a margin of error of around 4.9 percentage points at the 95% confidence interval. D. PROJECT SPECIFIC APPROACH AND METHODOLOGY Draft agenda report (MS Word)        38 Park Maintenance Revenue Enhancement Measure Proposal, Sept 22, 2025 SCIConsultingGroup | 6 Task 1.4: City Council Presentation of the Results of the Public Opinion Research and Survey Once the survey responses are obtained, EMC will process them and prepare the data for analysis. After the analysis, we will prepare a comprehensive PowerPoint presentation summarizing findings from the opinion research and make recommendations regarding respondents’ priorities and the feasibility of moving forward with a ballot measure to fund park maintenance. The presentation will also include additional value-added elements, such as an outline of the recommended action plan for proceeding with a local funding measure, including profiles of likely supporters and opponents for a ballot measure, priorities, funding support by type of project, and key messaging elements and strategies. In addition, the scope of services includes a formal presentation of the survey results, findings, and recommendations to the City Council. SCI will assist City staff in preparing the City Council agenda report and presentation summarizing the findings from Task 1.3. SCI will also support staff during the Council meeting, including presenting and responding to questions as needed. Task 2.1: Assessment Engineering and Engineer’s Report If the Council decides to proceed with an assessment measure, SCI will begin work on developing multi-year revenue and expense proformas in coordination with the City, which will serve as a foundational component of the budgets and cost estimates included in the Engineer’s Report. Building on the preliminary assessment work and findings from Task 1.1, SCI will conduct    Draft agenda report (MS Word)   39 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup | 7 comprehensive assessment engineering, including the development of a proportional assessment rate methodology and the identification and quantification of special and general benefits associated with the proposed improvements and services. SCI will use its industry-leading benefit assessment engineering expertise to develop a benefit assessment methodology that fully complies with the legal and procedural requirements for a new, post-Proposition 218 benefit assessment, including the court’s direction in Silicon Valley Taxpayers Association v. Santa Clara County Open Space Authority, Dahms v. City of Pomona, Greene v. Marin County Flood Control and Water Conservation District and Robert Beutz v. County of Riverside and other Proposition 218 decisions. In a review session, SCI will present these fiscal plans, their data review and analysis, and the proposed assessment methodology, levies, and budgets to the City. Issues uncovered by the review will be highlighted, and remedies suggested. After the City and the City’s legal counsel have reviewed the data and information, SCI will prepare an Engineer’s Report that fully meets the requirements of Articles XIIIC and XIIID of the California Constitution (“Proposition 218”), the Government Code and other relevant code sections. The Engineer’s Report will be prepared by Edric Kwan, P.E., and overseen by John Bliss, P.E., both with extensive assessment engineering experience. The Engineer’s Report will include a detailed description of the assessment plans for the improvements and services, future capital and facility improvement needs, a detailed cost estimate, an analysis of special and general benefits, the rationale used for the assessment apportionment, the method of assessment apportionment, calculation of the specific proposed assessment amount for each parcel, an assessment diagram, and other elements. After the Engineer’s Report has been prepared, it will be reviewed with City staff and, if necessary, should be revised to reflect any relevant comments or issues identified. SCI shall also finalize the assessment levies, roll, diagram, and other information for preliminary City approval. SCI will also prepare draft resolutions, notices, and other materials and documents required or recommended for the proposed assessment. Such documents shall be finalized in conjunction with the City’s legal counsel. At the culmination of these services, SCI shall present the findings, proposed assessment levies, and Engineer’s Report to the City staff and the City Council. Task 2.2: Proposition 218 Assessment Balloting Services Services under this Task would include designing, printing, addressing, and mailing the official assessment notice and ballots to all property owners, which are the proposed boundaries of the Assessment District. The official notice and assessment ballot design and supporting informational items and mailers are essential to a successful ballot outcome. SCI will utilize its unmatched expertise and track record to design a notice, ballot, and informational item that clearly and concisely explains the reason for the park and trail services and improvements and meets all legal requirements. After the draft notice and ballot are prepared, they will be provided to City staff and the City Counsel for review and comment. Feedback and comments will be incorporated before the documents are Project Meeting (Virtual)    40 Park Maintenance Revenue Enhancement Measure Proposal, Sept 22, 2025 SCIConsultingGroup | 8 finalized. Once the official notice and ballot are finalized, SCI will oversee the printing and addressing of the ballots. Admail West, a printing and mailing firm with industry-leading experience with assessment ballot proceedings, will perform this work as a subconsultant to SCI. After the notices and ballots are printed and addressed, they will be mailed to all property owners in the proposed assessment district with a proposed assessment pursuant to the California Constitution and the Government Code. SCI will also field and respond to property owner inquiries throughout the balloting, research and confirm new owners not reflected on the official county property ownership records, and issue replacement ballots as necessary. SCI will also prepare resolutions, documents, and information for the public hearing and assist City staff and legal counsel in responding to property owner testimony at the public hearing. The City Clerk would be the official tabulator, with the legally required condition to perform the tabulation publicly. SCI will provide tabulation software, scanners, and procedures to support the tabulation. SCI will employ its well-proven barcoded ballot identification system on this balloting, facilitating efficient and effective tabulation. Task 2.3: Special Tax Election Services If the City Council decides to proceed with a special tax measure, SCI will build upon the preliminary tax rate structure developed in Task 1.1 to finalize the tax structure. Working closely with City staff and other stakeholders, SCI will prepare the Resolution of Consolidation ordering the election, including the 75-word ballot question and the full text of the measure. This resolution will be reviewed with City staff and legal counsel, with revisions incorporated as necessary. Once finalized, SCI will forward the signed Resolution of Consolidation to the County and coordinate with the County Registrar of Voters regarding the election timeline and ballot materials. Should the measure be approved by voters, SCI will prepare the resolution accepting the election results and order the levy of the special tax for the first fiscal year. SCI will also assist City staff and legal counsel in responding to voter questions and comments at public meetings, as needed. The County Registrar of Voters provides essential election services, including signature verification and ballot tabulation. These services are not included in SCI’s scope or fee proposal; the City will need to coordinate directly with the County regarding associated costs.           Voter inquiry support 41 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup | 9 E. REFERENCE Task 2.4 Non-Advocacy Informational Outreach Services Effective informational outreach is essential for a successful ballot outcome. When voters are properly informed about the purpose of a local funding measure, they are more likely to be supportive. Misinformed or mistrusting voters tend to vote no, while well-informed voters tend to be more supportive if they are adequately informed about a measure’s purpose. Under California law, the City can engage in informational activities to educate the public about City- related issues, including ballot measures. However, these activities must be strictly informational and cannot be used for advocacy or to promote a particular outcome. This means that the information provided must be factual and objective, presenting the funding measure’s pros and cons without attempting to sway public opinion in a particular direction. These services would begin with initial planning and developing a non-advocacy information outreach strategy for the proposed park and trail assessment measure. The strategy would involve defining informational needs and the target audience, developing an outreach plan and timeline, and identifying key messaging and communication objectives. SCI would draft informational materials, including presentations, handouts, and FAQ documents. Additionally, SCI will utilize Local Input and other traditional media to inform property owners about the details and purpose of the expanded assessment measure. Local Input is an SCI platform that facilitates community engagement and fosters collaboration between local government, voters, and key stakeholders. Through this customizable online platform, Local Input enhances transparency, community participation, and decision-making processes at the local level. This enables voters to become more informed, voice their opinions, contribute ideas, and share feedback regarding the proposed ballot measure. A list of references for SCI are provided in Appendix B.       42 Park Maintenance Revenue Enhancement Measure Proposal, Sept 22, 2025 SCIConsultingGroup | 10 APPENDICES The cost and SCI’s fee structure have been provided as a separate PDF document in accordance with the RFP. Appendix A – Key Staff Resumes Appendix B – References Appendix C – Sample Work Product F. COST AND FEE STRUCTURE 43 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup | 11 Appendix A – Key Staff Resumes Jeanette Hynson, Senior Consultant Jeanette Hynson contributes over 25 years of experience in levy administration, Proposition 218 Assessment District formation, and consulting services to the SCI team. She specializes in impact fee justification studies, the creation and administration of benefit assessments and community facilities districts, and public opinion research projects. She is currently responsible for ensuring annual assessment revenues of more than $78 million for prominent public agencies in California. In addition, Jeanette is especially skilled in working with very large and complex data sets. She also makes a significant contribution to SCI’s work with her expertise and extensive experience in relational database management system maintenance and design. Jeanette has the ability to “bridge the gap” between technical and non-technical people. Jeanette is a problem solver who sees the big picture, pulls the right team together, and gets things done. She is known for finding solutions that are faster, better, and more efficient. John Bliss, P.E., Principal-in-Charge, President, License No. C52091 John Bliss, a professional engineer and President of SCI, specializes in fee and assessment engineering, special and general benefit analysis, crafting legally compliant, robust Engineer’s Reports, assessment administration, cost estimating and budgeting, database design and implementation, regulatory compliance, and revenue measure formations. He has 22 years of experience in this field of expertise. Moreover, John is a recognized expert assessment engineer and Proposition 218 compliance specialist who has served as an expert witness and technical City. He has also worked with most of the leading Proposition 218 specialized attorneys in the State, further expanding his professional and technical expertise. During his tenure at SCI, John has served as the responsible Assessment Engineer on over 300 Fee Studies and Engineer’s Reports for new or increased fees and assessments, comprising more post- Proposition 218 new assessment engineering than any other assessment engineer in the State. John graduated from Brown University with a Bachelor of Science in Engineering and holds a master’s degree in civil engineering from The University of California, Berkeley, where he was a Regent’s Scholar. He is a licensed professional civil engineer in California and a LEED-accredited professional. Sara LaBatt, Senior Principal, EMC Research Working out of the EMC Oakland office since 2002, Sara brings her can-do attitude to managing a wide variety of EMC’s projects and client relationships. Sara is especially skilled at making difficult research challenges seem easy. She tackles short timelines, complicated sampling plans and complex analysis with ease, always maintaining a friendly, approachable customer-focused attitude. 44 Park Maintenance Revenue Enhancement Measure Proposal, Sept 22, 2025 SCIConsultingGroup | 12 Well-versed in a number of topic areas, Sara manages research for some of EMC’s largest ongoing clients. Her expertise includes corporate brand studies, healthcare consumer research, social marketing, transportation, and destination research. Sara will be the lead account manager for this project and will oversee all phases of research and methodology design, manage the internal team through the data collection process, and will be available for meetings and presentations as needed to share her strategic insights with the project team. Contact information 2001 Broadway, Suite 110, Oakland, CA 94612 | (510) 550-8924 | Sara@EMCresearch.com Education Bachelor of Arts, Political Science | 1997 | University of California, Berkeley Relevant Experience • Alameda County Flood Control District Prop 218 Feasibility Surveys • Humboldt Number 1 Fire Protection District Prop 218 Feasibility Survey • City of Mill Valley Revenue Measure Feasibility Surveys • Pajaro Regional Flood Management Agency Prop 218 Feasibility Surveys • City of Sacramento Parks and Recreation Community Priorities Survey • City of San Ramon Revenue Measure Feasibility Surveys • City of Scottsdale Parks and Recreation Community Priorities Survey • City of Walnut Creek Revenue Measure Feasibility Surveys • Various other revenue measure feasibility studies across the Bay Area and California EMC Research, Subconsultant EMC Research is a national full-service opinion research firm serving an extensive and diverse range of public and private sector clients since 1989. We are known for crafting insightful research tools, collecting highly accurate data and providing analysis that answers the key strategic questions and challenges our clients face. EMC is proud be a certified women-owned business. EMC Research combines years of practical experience with an in-depth academic understanding of the science of research. We’ve learned that every step of the research process is important because each step builds on the last. We start each project by working with you to clearly and completely define your overall goals and how those goals can best be served by research. 45 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup | 13 EMC Research has over 30 years of experience conducting research on behalf of public agencies and governments throughout California. Our dedicated Public Policy & Social Marketing strategy group is comprised of a dedicated team of researchers whose primary expertise lies in public agency work. We frequently design and execute research for local and statewide government agencies seeking to improve, promote or expand services; behavior-focused studies supporting public awareness campaigns for shifting the public’s attitudes and behaviors on various topics; community surveys for agencies tracking customer satisfaction and priorities; and voter research to understand prevailing opinions about government agencies, their services, and prospective funding options, including Proposition 218 balloting efforts. Working with local government agencies as they assess the feasibility of revenue enhancement efforts is one of the mainstays of EMC Research’s work, and we have worked with a long list of California cities, counties, school districts, parks and recreation departments, and other jurisdictions in doing just this. We understand the challenges of public financing in California, as well as the public’s often-conflicted views about tax and assessment increases and their potential benefits. We also understand that public agencies need to communicate with their constituents on a wide array of topics, and our research is often used to inform communications content and strategies. Our work for public agencies focused around revenue generation and investigation of feasibility includes many types of revenue efforts, including sales and parcel taxes, bond measures, utility user taxes, transient occupancy taxes, and Proposition 218 benefit assessments. We know how to craft research that can gain our clients insight into their community’s priorities, concerns, and openness to supporting revenue efforts, helping our clients make data-informed decisions on whether and how to proceed. Our research has been critical for a number of California jurisdictions in bringing millions of dollars of revenue for essential services like public safety, roads and transportation systems, public schools, parks and open space, recreation programs, libraries, and other local services. Our research has also been pivotal in shifting the public’s attitudes and behaviors with regard to topics ranging from waste disposal, speeding, and bicycle riding to vaccination and water conservation; and supporting public agencies as they seek to improve their constituents’ satisfaction with their services. Our experience also includes navigating public contracting processes, presenting politically sensitive opinion research in a public setting, dealing with media inquiries, and meeting open records requirements. Many of our local and state government clients continue to return to EMC Research year after year to help them keep in touch with the needs and priorities of their residents or customers. When you hire EMC Research, you are bringing on a collaborative partner that will be committed to helping you achieve your goals. We provide a unique combination of decades of experience paired with the innovation required to solve the challenges that have faced the industry over time. By embracing new tools and technologies as they develop, we have evolved with the industry's demands, allowing us to thrive in our fourth decade of business. Admail West, Subconsultant SCI intends to print and mail the notices and assessment ballots through our trusted supplier, Admail West, renowned for its extensive experience in handling such tasks. Admail West has successfully managed the printing and mailing over 7,000,000 assessment ballots for SCI, demonstrating their reliability and expertise. Additionally, they oversee official election mail for multiple County Elections departments. Amber Cox-Espejo will serve as the project manager for Admail West. For 46 Park Maintenance Revenue Enhancement Measure Proposal, Sept 22, 2025 SCIConsultingGroup | 14 further details about Admail West, please visit their website at: https://www.admailwest.com/. 47 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup | 15 Appendix B – References CITY OF DIAMOND BAR 21810 Copley Drive Diamond Bar, CA 91765 (909) 839-7044 Contact: Hal Ghafari, PE; Public Works Manager/Assistant City Engineer Email: HGhafari@DiamondBarCA.Gov In 2021, the City of Diamond Bar retained SCI to establish a new annual special assessment for landscaping services in District 39. The City needed to increase revenue due to a 36-year-old assessment rate of $236 that no longer met service demands. SCI provided assessment engineering and Proposition 218 mailed balloting services, resulting in new assessment rates for three zones, ranging from $466 to $504 per single-family residential unit. The balloting was successful, garnering 52.03% property owner support, and the new assessment now generates over $612,713 annually. Additionally, SCI currently administers levy services for the City’s landscaping projects in Districts 38, 39, and 41. CITY OF BERKELEY City of Berkeley, Public Works Department 2180 Milvia Street, 3rd Floor Berkeley, CA 94704 (510) 981-6306 Contact: Sean O’Shea, Administrative & Fiscal Manager, Public Works Department Email: soshea@cityofberkeley.info The City of Berkeley formed a citywide street light assessment district in 1982 to fund the maintenance and operation of streetlights. Due to static assessment rates and rising costs, the fund required a subsidy from the City’s General Fund. To ensure financial sustainability, the SCI assisted the City with assessment engineering and Proposition 218 ballot proceeding to establish a new Street Lighting Assessment District. The measure was successful, and the new assessments were added to the property tax roll starting in fiscal year 2019. CITY OF WATSONVILLE 231 Union Street Watsonville, CA 95076 (831) 768-3240 Contact: Nick Calubaquib, Parks and Community Services Director Email: nick.calubaquib@cityofwatsonville.org SCI is currently engaged with the City to provide assessment engineering, a Proposition 218- compliant Engineer’s Report, and a Proposition 218 Ballot Proceeding to increase the current annual assessment for their existing Vista Montaña Landscape and Lighting Maintenance Assessment District. Assessment ballot results are pending. 48 Park Maintenance Revenue Enhancement Measure Proposal, Sept 22, 2025 SCIConsultingGroup | 16 Local References Conejo Recreation and Park District 403 W. Hillcrest Drive Thousand Oaks, CA 9136 805-495-6471 Contact: James Friedl <jfriedl@crpd.org> Contact: Andrew Mooney <amooney@crpd.org> Pleasant Valley Recreation and Park District 1605 E. Burnley Street Camarillo, CA 93010 (805) 482-1996 Contact: Mary Otten <motten@pvrpd.org> Mountains Recreation and Conservation Authority (MRCA) 570 West Avenue Twenty-Six, Suite 100 Los Angeles, CA 90065 (323) 221-9944 Contact: Dash Stolarz <dash.stolarz@mrca.ca.gov> 49 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup | 17 Appendix C – Sample Work Product 50 Park Maintenance Revenue Enhancement Measure Proposal, Sept 22, 2025 SCIConsultingGroup | 18 51 Park Maintenance Revenue Enhancement Measure Proposal, Sept. 22, 2025 SCIConsultingGroup | 19 52 Park Maintenance Revenue Enhancement Measure Proposal, Sept 22, 2025 SCIConsultingGroup | 20 (This Page Intentionally Left Blank) 53 Monday, September 22, 2025 Submitted via Email jsandifer@moorparkca.gov Jessica Sandifer, Deputy Parks and Recreation Director City of Moorpark 323 Science Drive Moorpark, CA 93021 Re: Fee Proposal for Consulting Services for Parks Maintenance Assessment District Revenue Enhancement Measures RFP Dear Jessica: In response to the City’s RFP, our fee proposal for Consulting Services for Parks Maintenance Assessment District Revenue Enhancement Measures is provided herein. Our professional fees are based on our understanding of the City’s needs and the level of effort we expect is necessary to complete the Work Plan successfully. Please let me know if you have any questions or require additional information regarding this fee proposal. Sincerely, John W. Bliss, P.E., President SCI Consulting Group cc: Jeremy Laurentowski, City of Moorpark Jeanette Hynson, SCI Consulting Group Edric Kwan, SCI Consulting Group Blair Aas, SCI Consulting Group 54 City of Moorpark September 22, 2025 Page 2 F. COST AND FEE STRUCTURE In consideration of the work accomplished, as outlined in the Work Plan, SCI shall be compensated as detailed below. Our professional fees are based on our understanding of the District’s needs and the level of effort we expect is necessary to complete the Work Plan successfully. TASKS 1, 3 FEE Task 1.1: Initial Planning and Preliminary Assessment/Tax Engineering $9,800 Fixed Task 1.2: Council Presentation $2,600 Fixed Task 1.3: Option 2: Public Opinion Research and Phone/Online Survey $41,910 Fixed Task 1.4: Council Presentation $2,600 Fixed Task 2.1: Assessment Engineering and Engineer’s Report $29,200 Fixed Task 2.2: Proposition 218 Ballot Proceeding Services 5 $45,200 Fixed Task 2.3: Special Tax Election Services $25,000 Fixed Task 2.4: Non-Advocacy Informational Outreach Services $20,600 Fixed Incidental Costs 2 $3,500 NTE SUBTOTAL: FEASIBILITY ANALYSIS AND PHONE SURVEY $56,910 SUBTOTAL: OPTION 1 - PROPOSITION 218 ASSESSMENT MEASURE $95,000 SUBTOTAL: OPTION 2 - SPECIAL TAX MEASURE 4 $45,600 1 The Work Plan includes up to one in-person meeting each for Tasks 1.1, 1.4, 2.1, and 2.3, up to two meetings for Task 2.2, and up to four meetings for Task 2.4. As necessary and at the discretion of the City, SCI will attend additional in-person meetings at the in-person meeting rate of $2,600 per consultant per meeting for the duration of the Work Plan. All other project meetings, stakeholder outreach meetings, and presentations will be conducted remotely via video or voice conference. Video and voice conferences are not considered in-person meetings in the Work Plan. 2 Customary incidental expenses, including travel, lodging, printing, postage, data, or other out‐of‐ pocket costs, shall be billed at actual cost plus 10% not to exceed $3,500 without prior authorization from the City. Mileage expenses shall be billed at the IRS‐approved rate. 3 After completing each task, SCI shall submit an invoice for the work performed. Payments shall be due and payable upon submitting an invoice for each completed task. 4 The estimate does not include fees that would be charged by the County Election Department for the special tax election. 5 Fees include all direct costs associated printing, addressing, mailing, and postage for the mailed survey and ballot proceeding. 55 RESOLUTION NO. 2025-____ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MOORPARK, CALIFORNIA, AMENDING THE FISCAL YEAR 2025/26 BUDGET IN THE AMOUNT OF $170,951.00 FROM THE GENERAL FUND (1000) FOR ASSESSMENT DISTRICT REVENUE ENHANCEMENT CONSULTANT SERVICES WHEREAS, the City Council adopted the Operating and Capital Improvement Budget for Fiscal Year 2025/26 on June 18, 2025; and WHEREAS, a staff report has been presented to City Council requesting approval of an agreement with SCI Consulting Group for Park Maintenance Assessment District revenue enhancement measure consulting services; and WHEREAS, a budget amendment is requested to fully fund the Assessment District Revenue Enhancement Consulting Services in the amount of $170,951.00, from the General Fund (1000); and WHEREAS, Exhibit A hereof describes said budget amendment and its resultant impact to the budget line items. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK DOES HEREBY RESOLVE AS FOLLOWS: SECTION 1. A budget amendment in the amount of $170,951.00 from the General Fund (1000), as more particularly described in Exhibit A, is hereby approved. SECTION 2. The City Clerk shall certify to the adoption of this resolution and shall cause a certified resolution to be filed in the book of original resolutions. PASSED AND ADOPTED this 15th day of October, 2025. ________________________________ Chris R. Enegren, Mayor ATTEST: ___________________________________ Ky Spangler, City Clerk Attachment: Exhibit A – Budget Amendment ATTACHMENT 2 56 Resolution No. 2025-____ Page 2 ASSESSMENT DISTRICT REVENUE ENHANCEMENT CONSULTING SERVICES GENERAL FUND FY 2025/26 FUND BALANCE ALLOCATION: Fund Title Fund-Account Number Amount General Fund 1000-000-00000-33990 $ 170,951.00 Total $ 170,951.00 EXPENDITURE APPROPRIATION: Account Number Current Budget Revision Amended Budget 1000.541.XXXXX.51000 $ - $ 170,951.00 $ 170,951.00 $ - $ - $ - Total $ - $ 170,951.00 $ 170,951.00 57