HomeMy WebLinkAboutAGENDA REPORT 2025 1015 CC REG ITEM 09CCITY OF MOORPARK, CALIFORNIA
City Council Meeting
of October 15, 2025
ACTION APPROVED STAFF
RECOMMENDATION, INCLUDING
ADOPTION OF RESOLUTION NO. 2025-
4356. (ROLL CALL VOTE UNANIMOUS)
BY A. Hurtado.
C. Consider Agreement with SCI Consulting Group for Fiscal Impact Analysis and
Citywide Community Facilities District (CFD) Formation Services; and Consider
Resolution Amending the Fiscal Year 2025/26 Budget by Appropriating $54,450
from the General Fund. Staff Recommendation: 1) Approve Agreement with SCI
Consulting Group in the amount of $54,450 for Fiscal Impact Analysis and Citywide
Community Facilities District (CFD) Formation Services and authorize the City
Manager to sign the agreement, subject to final language approval by the City
Manager; and 2) Adopt Resolution No. 2025-4356 amending the Fiscal Year
2025/26 budget to appropriate $54,450 from the General Fund. (Staff: Jeremy
Laurentowski, Parks & Recreation Director) (ROLL CALL VOTE REQUIRED)
Item: 9.C.
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 Fiscal Impact
Analysis and Citywide Community Facilities District (CFD) Formation
Services; and Consider Resolution Amending the Fiscal Year 2025/26
Budget by Appropriating $54,450 from the General Fund
BACKGROUND
The City has a long-standing history of forming Landscape Maintenance Districts (LMDs)
to cover the costs of certain improvements. Initially, in 1984, a Landscaping and Lighting
Maintenance Assessment District No. AD 84-2 (AD 84-2), encompassing the entire City,
was created to fund costs associated with street lighting and the maintenance of various
landscaped areas in the City. This was a successor to the District established by the
County of Ventura prior to the incorporation of the City. In subsequent years, Zones of
Benefit (Zones) were added to fund improvements and the maintenance of certain
specific areas. Later, these Zones were changed to Districts 1 through 12. Since 1984,
as new developments have been built, the City has formed additional Districts to fund the
maintenance of certain improvements.
Although the creation and the management of the City’s LMDs have generally been
successful, they do not offer the flexibility that the City will need to fund improvements as
it moves towards ultimate buildout. This is due to the fact that the City does not have the
financial capacity to subsidize maintenance costs associated with future development,
such as street maintenance, public parks, or other improvements within the City’s rights-
of-way. However, Community Facilities Districts (CFDs) provide an alternative to
assessments by authorizing the levy of a special tax to fund a greater range of authorized
improvements and services, without the requirement for the City to contribute for general
benefits as is required for assessments.
The Mello-Roos Community Facilities Act of 1982 (the “Act”) authorizes the City to form
a CFD to finance the cost of providing essential municipal services (“Services”)
associated with new development. These services include the annual operation and
maintenance, including repair and replacement of parks, open space, wetlands,
Item: 9.C.
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landscape corridors, and other landscaped areas, storm drainage facilities, roads, street
lighting, pathways, trails, recreational facilities, monument signage, decorative features,
public artwork, and associated infrastructure within the CFD, and any other miscellaneous
or incidental services identified by the City necessary to provide the services including
the collection and accumulation of funds to pay for anticipated services, future repairs
and replacements, and cost shortfalls.
On April 16, 2025, staff presented an agenda report to the City Council regarding the
creation of a Citywide CFD. A Citywide CFD can be structured with the potential to
expand through future annexation areas. As new developments are built in the City, they
would be added to the Citywide CFD as Tax Zones. Because the Act authorizes a wide
range of facilities and services that could potentially be included in the Citywide CFD, the
City Council directed staff to bring back a future agenda report regarding the creation of
a Citywide CFD that also considers funding for future police services that will be
necessary as the City nears buildout.
DISCUSSION
Staff obtained a proposal from SCI Consulting Group (SCI) to assist the City with Special
Tax Consulting services and the formation of a Citywide CFD. Originally founded as
Shilts Consultants, Inc., the City has contracted with SCI for a variety of Assessment
Engineering Services since 1998 and has been satisfied with the services they have
provided. SCI is currently contracted with the City to provide the annual administration of
the City’s Landscape Maintenance Assessment Districts, as well as the Parks
Maintenance District, and recently assisted the City to complete the formation of CFD No.
2025-1 (Beltramo Ranch). SCI’s proposal includes a three-phased approach:
Phase 1 involves preparing a Fiscal Impact Analysis (FIA) focused exclusively on
evaluating the financial impact of new development on the City’s General Fund as it
relates to police services. The FIA will establish the need and legal rationale for including
police services in the CFD.
Phase 2 involves the formation of the Citywide CFD, including the development of the
Rate and Method of Apportionment of the Special Tax (RMA), the Description of Services
(including police services), and all tasks necessary for successful CFD formation,
including the preparation and processing of draft resolutions, notices, ballots, agenda
reports, the CFD boundary map, and the future annexation area map. This approach
emphasizes coordination with City staff, participating developers and landowners, and
other stakeholders to ensure a legally compliant and seamless process.
Phase 3 includes establishing streamlined proceedings for future CFD annexations. A
key element of this approach is the use of the Unanimous Approval Form process,
authorized under Government Code § 53339.3, which allows the City to annex new
development into the CFD with the consent of landowners and approval at a single
Council meeting. This efficient mechanism significantly reduces the time, cost, and
administrative burden typically associated with annexation proceedings. It provides the
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City with a predictable and scalable framework for annexing future territory into the CFD
and gives developers a clear, expedited path for annexation of their project.
There are currently nine active development projects with executed Development
Agreements (DAs) that outline certain requirements related to the formation of a future
CFD: Hitch Ranch, Canyon Crest/Birdsall, Pacific Communities, Green Island Villas,
Everett Street Villas, City Ventures, AB Tract 5906, Los Angeles Avenue, LLC (Moorpark
Studios) and Duncan Ashley. The DAs specifically address roadway, park, and
landscape maintenance services, but do not explicitly reference police services. As such,
the City Attorney has opined that the City cannot mandate that these developers consent
to an annual police services special tax. However, it would be reasonable for the City to
request a voluntary consent to such a special tax.
The Citywide CFD will most likely be established with the Hitch Ranch development, as
it is the next project to begin construction. Staff has already contacted Lennar Homes
(Lennar) to express the City’s desire to initiate the CFD proceedings and establish the
budget for the Hitch Ranch CFD. Additionally, staff met with Lennar on October 2, 2025,
to discuss their voluntary consent to a police services special tax. Lennar explained that
there is a delicate balance between Homeowners Association dues (HOA) dues, CFD
expenses, and a homeowner’s ability to qualify for a home loan. However, they indicated
that they will consider a police services special tax once the CFD budget is finalized and
the proposed special tax has been determined.
If directed by the City Council to proceed with the implementation of a police services
special tax, staff will initiate discussions with all developers who have an executed DA to
seek voluntary consent of the special tax at the time of annexation into the Citywide CFD.
For new development projects that have not yet been entitled or entered into a DA, the
mitigation of police service impacts will be required as a Condition of Approval.
Annexation into the Citywide CFD will serve as the mechanism to satisfy this requirement.
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 environmental review is required.
FISCAL IMPACT
The cost proposal provided by SCI is set up as a series of Tasks so that the work can be
phased. Phase I (Tasks 1.1 through 1.5) will include the Fiscal Impact Analysis related
to the police services special tax. Phase II (Tasks 2.1 through 2.4) essentially includes
all Tasks necessary for the formation of the Citywide CFD. Phase III (Task 3) includes
future annexation proceedings as new CFDs come online and are annexed into the
Citywide CFD. These costs will be funded by the developer and are not included at this
time.
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Phase I: Fiscal Impact Analysis (Police Services)
• Task 1.1: Initial Research and Planning $2,400
• Task 1.2: Fiscal Impact Analysis (FIA) $8,300
• Task 1.3: FIA Administrative Review $9,400
• Task 1.4: FIA Public Review Draft and Stakeholder Outreach $4,700
• Task 1.5: FIA Final Report and Council Approval $6,500
Sub-Total Phase I (Fiscal Impact Analysis) $31,300
Phase II: Citywide CFD Formation
• Task 2.1: Initial Research and Planning $2,400
• Task 2.2: Special Tax Analysis $4,600
• Task 2.3: Public Hearing Report $3,400
• Task 2.4: CFD Formation Proceedings $5,800
Sub-Total Phase II (CFD Formation) $16,200
Incidental Costs $2,000
Total $49,500
The total cost for this work is $54,450, which includes a 10% contingency in the amount
of $4,950. However, as mentioned previously, the formation of the Citywide CFD will be
established with the Hitch Ranch Development. Additionally, the Hitch Ranch DA
requires that the developer pay for all costs and expenses associated with the formation
of the Hitch Ranch CFD, therefore, the City’s paid portion of this work will only include the
Phase I Tasks, i.e. Fiscal Impact Analysis.
Funding for this work was not included in the FY 2025/26 Operating Budget. Therefore,
staff is requesting a budget amendment in the amount of $54,450 from the General Fund.
Although funding for the entirety of this work is being requested, the City will only be
required to cover the Phase I costs in the amount of $31,300. The Phase II costs will be
reimbursed by the Developer’s deposit.
COUNCIL GOAL COMPLIANCE
This action is consistent with City Council Strategic Priority: Goal 3: “Excellent City
Governance”, Objective 3.1: “Identify Options for Long-Term Financial Sustainability.”
STAFF RECOMMENDATION (ROLL CALL VOTE REQUIRED)
1. Approve Agreement with SCI Consulting Group in the amount of $54,450 for Fiscal
Impact Analysis and Citywide Community Facilities District (CFD) Formation
Services 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 $54,450 from the General Fund.
Attachment 1: Agreement with SCI Consulting Group
Attachment 2: Draft Resolution No. 2025-____
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PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MOORPARK
AND
SCI CONSULTING GROUP, FOR FISCAL IMPACT ANALYSIS AND CITYWIDE
COMMUNITY FACILITIES DISTRICT FORMATION SERVICES
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 fiscal impact analysis and community facilities
district formation services 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 07/02/2025, 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 fiscal impact analysis and community facilities district formation
services 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 fifty-four thousand four hundred fifty dollars ($54,450.00), which includes a
contingency of four thousand nine hundred fifty dollars ($4,950.00), 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
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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 fifty-four thousand four hundred
fifty dollars ($54,450.00), which includes a contingency of four thousand nine hundred
fifty dollars ($4,950.00), 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.
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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
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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
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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
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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
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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.
Fairchild, 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.
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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.
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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
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Attest:
__________________________________
Ky Spangler, City Clerk
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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
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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.
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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.
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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
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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.
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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: $ 54,450
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
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Wednesday, July 2, 2025
Submitted via Email
JLaurentowski@MoorparkCA.gov
Jeremy Laurentowski, Parks, Recreation & Community Services Director
City of Moorpark
799 Moorpark Avenue
Moorpark, CA 93021
Re: Proposal for Fiscal Impact Analysis and Citywide Community Facilities District Formation
Dear Jeremy:
SCIConsultingGroup ("SCI") is pleased to present this proposal to assist the City of Moorpark
("City") with Special Tax Consulting and the formation of a Citywide Community Facilities District
("CFD"). We understand the City would like to explore this financing mechanism to support essential
services associated with new development, particularly police services, as well as the maintenance,
repair, and replacement of project-specific infrastructure.
To support this effort, SCI proposes a three-phase approach. Phase 1 involves preparing a Fiscal
Impact Analysis ("FIA") focused exclusively on evaluating the financial impact of new development
on the City's General Fund as it relates to police services. The FIA will establish the need and legal
rationale for including police services in the CFD.
Phase 2 involves the formation of the Citywide CFD, including the development of the Rate and
Method of Apportionment ("RMA"), the Description of Services (including police services), and all
tasks necessary for successful CFD formation, including the preparation and processing of draft
resolutions, notices, ballots, agenda reports, the CFD boundary map, and the future annexation area
map. Our approach emphasizes close coordination with City staff, participating developers and
landowners, and other stakeholders to ensure a legally compliant and seamless process.
Phase 3 involves establishing streamlined proceedings for future CFD annexations. A key element
of our approach is the use of the Unanimous Approval Form process, authorized under Government
Code § 53339.3, which allows the City to annex new development into the CFD with the consent of
landowners and approval at a single Council meeting. This efficient mechanism significantly
reduces the time, cost, and administrative burden typically associated with annexation
proceedings. It provides the City with a predictable and scalable framework for annexing future
territory into the CFD and gives developers a clear, expedited path for annexation of their project.
SCI is committed to providing comprehensive services that minimize the demands on City staff time
and resources. We will work closely with the City to prepare the FIA and establish a Citywide CFD
with a broadly written Description of Services and an RMA. The CFD will allow for the designated tax
Exhibit C
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zones tailored to each future development project, allowing for project-specific services and tax
rates that address the unique needs of each development.
SCI's extensive experience in CFD formation and administration, combined with our deep
understanding of the City's needs, ensures that we can deliver a tailored solution that meets the
City's objectives. We are confident in our ability to support the City of Moorpark in achieving its goals
for sustainable growth and enhanced public services.
WORK PLAN AND APPROACH
Based on our current understanding of the project and the technical analysis and services required
by the City, we propose the following Work Plan segmented into the three phases previously
described. Our approach to the project is designed to minimize the need for City staff involvement
while delivering work products that are high quality, transparent, and legally defensible under the
Mello-Roos Community Facilities District Act ("Act").
PHASE 1: FISCAL IMPACT ANALYSIS ("FIA")
Task 1.1: Initial Research and Planning. SCI will begin by requesting key information from the City,
including financial data, existing taxes and fees, recurring General Fund expenditures with a focus
on public safety services, and police department cost details. SCI will then review the submitted
materials and hold a project kickoff meeting with City staff to confirm objectives, validate
assumptions, and discuss available data. Based on this discussion, SCI will develop a detailed
project timeline, request additional information if necessary, and finalize the methodology and
approach.
Task Deliverable(s):
Project kickoff meeting (virtual)
Information request list
Project timeline
Task 1.2: Fiscal Impact Analysis for Police Services. SCI will prepare a fiscal model that compares
the projected General Fund revenues generated by new development (including property tax, sales
tax, and other revenue sources) to the estimated annual cost of providing police services to the same
development. The analysis will include residential and non-residential scenarios and utilize both per
capita and unit-based service metrics. This task will establish whether development results in a net
fiscal surplus or deficit to the City.
Task Deliverable(s):
Draft fiscal model and assumptions
Preliminary findings and internal review meeting (virtual)
Task 1.3: FIA Administrative Review Draft. SCI will prepare a draft FIA report summarizing the
methodology, assumptions, results, and conclusions. The draft will include supporting tables and
documentation needed to demonstrate nexus and proportionality. The report will be shared with
City staff for internal review and comment.
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Task Deliverable(s):
FIA Administrative Review Draft (PDF)
Project meeting(s) as necessary (Virtual)
Task 1.4: FIA Public Review Draft and Stakeholder Outreach. SCI will revise the administrative
draft based on one set of consolidated comments from the City and produce a public review draft.
SCI will present findings to stakeholders such as City leadership, developers, and community
members. SCI will also prepare a slide deck for public presentation and coordinate one virtual
stakeholder outreach meeting.
Task Deliverable(s):
FIA Public Review Draft (PDF)
Project meeting(s) as necessary (Virtual)
Outreach slide deck (PowerPoint)
Internal stakeholder outreach meeting (Virtual)
External stakeholder outreach meeting (Virtual)
Task 1.5: FIA Final Report and Council Approval. SCI will prepare the final FIA report based on
input received during public review and outreach. SCI will assist in presenting the final report to the
City Council and will prepare a draft of the staff report for the City's consideration.
Task Deliverable(s):
FIA Final Report (PDF)
City Council presentation (In-Person)
Draft staff report (MS Word)
Project meeting if necessary (Virtual)
PHASE 2: CITYWIDE CFD FORMATION
Task 2.1: Initial Research and Planning. SCI will begin by reviewing the City's technical studies and
plans related to the development project to initiate the Citywide CFD. A project meeting will then be
held with City staff to outline the process for collecting the necessary data and cost estimates. SCI
understands the City will provide all relevant cost estimates, a list of participating landowners with
their assessor parcel numbers, and other supporting statistical data. SCI will use the Fiscal Impact
Analysis to define the Police Services portion of the special tax and will incorporate project-specific
cost estimates to calculate the portion of the special tax associated with the initiating project.
During the meeting, SCI and City staff will establish a detailed project timeline, task list, and set of
deliverables for the CFD formation.
Task Deliverable(s):
Information and data request list
Project Meeting (Virtual)
Project Timeline
Task 2.2: Special Tax Analysis. SCI will then analyze annual maintenance and servicing costs for
authorized services to be included in the CFD as provided by the City. SCI will work with the City
and the developers of the initial development projects to estimate the annual cost for maintenance
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and servicing of the improvements and the annual contribution to a sinking fund for future repairs
and replacements. Additionally, all costs associated with the special tax analysis and CFD
formation proceedings will be fully recovered by the special tax.
SCI will then work with the City to develop a cost allocation methodology to benefiting land uses in
the proposed CFD. SCI will determine and use local dwelling unit occupancy factors for residential
land uses and assumed square feet per employee factors for non-residential uses as a proxy for the
benefit received by the various residential and non-residential land uses. The cost allocation
methodology will help determine the maximum special tax per unit for each land use type and the
annual special tax formula. The special tax will likely be assigned on a per-dwelling unit basis for
residential land uses and on a per-building square foot basis for non-residential land uses.
SCI and the City will need to maintain a productive dialogue throughout this process to ensure the
cost allocation methodology is reasonable and complies with the Act's requirements. Upon
completing the initial cost allocation and the maximum special tax determination, SCI will review
the technical analysis, key findings, and recommendations with City staff and make any necessary
adjustments.
Task Deliverable(s):
Draft special tax rates and annual revenue projection
Project meeting (Virtual)
Task 2.3: Public Hearing Report. SCI will then prepare a draft Public Hearing Report, which shall
include a description of services to be funded by the CFD, the estimated costs of the proposed
services, an estimate of incidental costs, an explanation of the RMA, the CFD boundary map and
future annexation area map, and a listing the participating assessor's parcels. The draft Public
Hearing Report and the CFD's proposed structure will be made available for City review and
comment. After staff review, SCI will revise the draft Public Hearing Report according to one set of
consolidated comments from the City. SCI will then provide a Public Review Draft of the Public
Hearing Report and present it and the proposed CFD to the City Council and the public.
Task Deliverable(s):
Public Hearing Report (PDF)
CFD Boundary Map (PDF)
CFD Future Annexation Area Map (PDF)
Various associated draft CFD documents (MS Word)
Project meeting (Virtual)
Task 2.4: CFD Formation Proceeding. Once the RMA is approved, SCI will assist the City with the
CFD formation proceedings. SCI will prepare all documents required for the CFD formation
proceedings, petition, consent, and waivers, resolutions/ordinances, draft agenda reports, public
hearing notice, notice of special tax lien, and will review with City staff and City Attorney as
necessary. On behalf of the City, SCI will also coordinate the mailing of the petition, consent, and
waiver, as well as the subsequent landowner special tax election notice and ballot to all participating
landowners. SCI will also coordinate the publication of the public hearing notice and the recording
of the boundary map and notice of special tax lien with the County Recorder. Additionally, the CFD
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will be formed with the establishment of a future annexation area for easier annexation of similar
development projects into the CFD.
Task Deliverable(s):
Project meeting (Virtual)
Mailing of Petition, Consent, and Waivers
CFD Boundary Map (Two 18 x 16 Mylar)
CFD Future Annexation Area Map (Two 18 x 16 Mylar)
Various associated final CFD documents (MS Word)
First Council Meeting (Virtual)
Second Council Meeting (Virtual)
PHASE 3: CFD ANNEXATION PROCEEDINGS
Task 3: CFD Annexation Proceedings. Once the CFD is formed, SCI will assist the City with the
annexation proceedings for future development projects. Our objective is to facilitate a smooth and
efficient annexation process by developing tax zones and utilizing the Unanimous Approval Form
process. This includes preparing all necessary documents, such as the Unanimous Approval Form,
approval resolutions, draft agenda reports, public hearing notices, notices of special tax lien, and
ensuring compliance with the CFD through review with City staff and the City Attorney.
Our recommended approach involves creating specific tax zones within the CFD for each new
development project. This allows for tailored services and associated tax rates that reflect the
unique needs of each development, ensuring fair and appropriate financial contributions. The
Unanimous Approval Form process will streamline the annexation proceedings, requiring only one
Council meeting for approval and eliminating the need for a traditional special tax election. This
approach reduces the time and costs associated with annexing new developments.
SCI will coordinate all aspects of the annexation process, including mailing the Unanimous Approval
Form and the subsequent landowner special tax election notice and ballot to all participating
landowners. We will also handle the publication of the public hearing notice and the recording of
the boundary map and notice of special tax lien with the County Recorder.
Task Deliverable(s):
Project meeting (Virtual)
Unanimous Approval Form
CFD Boundary Map (Two 18 x 16 Mylar)
Resolution approving the annexation (MS Word)
Amended Notice of Special Tax Lien (MS Word)
In-Person Meetings. We anticipate one in-person Council meeting for Task 1.5. All project
meetings, internal and external stakeholder outreach meetings, and presentations will be
conducted remotely via video or voice conference. As necessary and at the discretion of the City,
attendance at in-person meetings requested by the City will be billed at our hourly billing rates for
the duration of the project, with travel time billed at 75% of the hourly billing rate. Video and voice
conferences are not considered in-person meetings in the Work Plan.
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CITY RESOURCES
SCI will carry out all tasks specified in the Work Plan and any other related services, as appropriate,
for the FIA and CFD formation. The City would be responsible for the following:
Meet or video conference periodically with SCI as needed.
Provide information and documentation needed for the FIA, along with project-specific
annual maintenance and servicing costs and future repair and replacement costs for the
initiating project.
Provide any additional data requested to support the analysis.
Provide a list of the landowners who will participate in the CFD.
Recorded the CFD Boundary Map, the Future Annexation Map, and Notice of Special Tax Lien
with the County Recorder's Office.
Assist with planning, review, and coordination of action items.
TENTATIVE TIMELINES
For the Fiscal Impact Analysis, the City should allocate approximately two months for completion
of the public review draft. This timeline depends on the availability of the necessary data and City
review. Internal and external stakeholder outreach, along with preparation of any revised versions
of the draft report, may take an additional two to three months.
For the formation of the Citywide CFD, we estimate that the special tax analysis and the Public
Hearing Report will take approximately one month. This timeline depends on the availability of the
maintenance plan, cost estimates, and City review and approval. The entire CFD formation and
ballot proceeding will take around two to three months, requiring at least two Council meetings with
a minimum of 30 days between them. This assumes that all participating landowners complete a
petition, consent, and waiver form.
For CFD annexation proceedings, the City should allocate approximately one month to establish
the tax zone budget and associated special tax rates. This timeline also depends on the availability
of the maintenance plan, cost estimates, and City review and approval. The CFD annexation will
take an additional month to complete and will require one Council meeting after receiving the
Unanimous Approval Form(s) from the landowner(s).
ABOUT SCI CONSULTING GROUP
Established in 1985, SCIConsultingGroup is a recognized public finance consulting firm with
leading expertise in assisting California public agencies with local funding of public services and
improvements. We also possess industry-leading expertise with the important legal and procedural
requirements for forming Community Facilities Districts, Benefit Assessment Districts, and other
local financing mechanisms. SCI has formed and annually administers over 1,000 special taxes,
assessments, and fees for nearly 200 public agencies throughout the State. This expertise and
experience will ensure that your goals and objectives are met successfully, collaboratively, on
schedule, and on budget.
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FEE SCHEDULE / MANNER OF PAYMENT
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 City's needs and the
level of effort we expect to be necessary to complete the Work Plan successfully. The fees also
account for the preliminary work already completed for the Citywide CFD.
WORK PLAN 1,2 FIXED FEE
Task 1.1: Initial Research and Planning $2,400
Task 1.2: Fiscal Impact Analysis $8,300
Task 1.3: FIA Administrative Review Draft $9,400
Task 1.4: FIA Public Review Draft and Stakeholder Outreach $4,700
Task 1.5: FIA Final Report and Council Approval $6,500
SUBTOTAL, FISCAL IMPACT ANALYSIS $31,300
Task 2.1: Initial Research and Planning $2,400
Task 2.2: Special Tax Analysis $4,600
Task 2.3: Public Hearing Report $3,400
Task 2.4: CFD Formation Proceedings $5,800
SUBTOTAL, CITYWIDE CFD FORMATION $16,200
Incidental Costs 3 $2,000 NTE
TOTAL PROJECT COST $49,500
1 Upon completion of each task, SCI will submit an invoice for the work performed. Payment will be
due upon receipt of the invoice for the completed task.
2 Task 1.5 includes one in-person meeting with the City Council. Compensation for additional in-
person meetings and out-of-scope services, as requested, shall be billed at the hourly bill rate of
$295 per hour for Blair Aas and $224 for Jeanette Hynson. Travel time for attendance at in-person
meetings shall be at 75% of the hourly billing rate.
3 Incidental costs incurred by SCI for purchasing property or statistical data, travel, lodging, mileage,
printing, postage, and other out-of-pocket expenses incurred in performing the Work Plan shall be
reimbursed separately at actual cost plus 10% not to exceed ("NTE") $2,000, without prior
authorization from the City. Mileage expenses shall be reimbursed at the IRS-approved rate.
Task 3: CFD Annexation Proceedings. Compensation for CFD annexation proceedings is set at a
fixed fee of $7,250 for the first developer, with an additional charge of $2,750 for each additional
landowner participating in the CFD annexation. Customary incidental expenses, such as travel,
lodging, printing, postage, data, and other out-of-pocket costs, will be billed at actual cost plus 10%.
Mileage expenses will be billed at the IRS-approved rate. Payment is due upon submission of the
final documents for the annexation proceedings.
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City of Moorpark
July 2, 2025
Page 8
OTHER INFORMATION
Employment Policies. SCI Consulting Group complies with all civil rights laws and related statutes.
SCI does not and shall not discriminate against any employee in the workplace or against any
applicant for such employment or against any other person because of race, religion, sex, color,
national origin, handicap, age, or any other arbitrary basis.
Conflict of Interest Statements. SCI has no known past, ongoing, or potential conflicts of interest
for working with the City, performing the Work Plan, or any other service for this project.
Independent Contractor. SCI shall perform all services included in this proposal as an independent
contractor if selected.
Insurance Requirements. SCI carries professional errors and omissions insurance in the amount
of $2 million per occurrence and $2 million aggregate. SCI also carries general liability insurance in
the amount of $2 million per occurrence and $4 million aggregate. SCI will provide proof of insurance
upon request.
Indemnification. SCI's duty to defend and indemnify the City shall apply only to claims that arise
out of, or relate to, the willful misconduct of SCI.
Cancellation. The City, or SCI, may end the engagement without cause with reasonable written
notice. In the event that the engagement is canceled, payment shall still be due for all work
performed, including any portion of a task, by SCI through the date of the notification of cancellation.
PROJECT TEAM
If selected, I would serve as the project manager. Jeanette Hynson, Senior Consultant, would assist
with all aspects of the project. Jeanette and I do not have any work commitments that would
interfere with our responsiveness and ability to complete the project within a reasonable timeframe.
We look forward to the opportunity to assist the City with another important project and are 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 707‐816-9101 or via email at blair.aas@sci‐cg.com.
Sincerely,
Blair E. Aas, Vice President
SCI Consulting Group
cc: Jeanette Hynson, SCI Consulting Group
85
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 $54,450
FROM THE GENERAL FUND (1000) FOR CITYWIDE
COMMUNITY FACILITIES DISTRICT FORMATION
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 Citywide Community Facilities District
Formation consultant services; and
WHEREAS, a budget amendment is requested to fully fund the Citywide
Community Facilities District Formation Consultant Services in the amount of $54,450,
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 $54,450 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
86
Resolution No. 2025-____
Page 2
EXHIBIT A
BUDGET AMENDMENT FOR
CITYWIDE COMMUNITY FACILITIES DISTRICT FORMATION
CONSULTING SERVICES
GENERAL FUND
FY 2025/26
FUND BALANCE
ALLOCATION:
Fund Title Fund-Account Number Amount
General Fund 1000-000-00000-33990 $ 54,450.00
Total $ 54,450.00
EXPENDITURE APPROPRIATION:
Account Number Current Budget Revision Amended Budget
1000.510.00000.51000 $ 40,000.00 $ 54,450.00 $ 94,450.00
Total $ 40,000.00 $ 54,450.00 $ 94,450.00
87