HomeMy WebLinkAboutAGENDA REPORT 2011 0202 CC REG ITEM 10CTO:
FROM:
DATE:
MOORPARK CITY COUNCIL
AGENDA REPORT
The Honorable City Council
Ron Ahlers, Finance Director (2� ---
ITEM 10.C.
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city council WePtinc
ACTION:
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January 10, 2011 (CC Meeting of February 2, 2011)
SUBJECT: Consider Resolutions to Initiate Proceedings Related to the Citywide
Landscape and Lighting Maintenance Assessment District and the
Parks and Recreation Maintenance Improvement District for Fiscal
Year 2011/2012 and Consider the Amendment to the Agreement with
SCI Consulting Group for Professional Consulting, Engineer of Work
and Levy Administration
BACKGROUND
Landscape and Lighting Maintenance Assessment Districts:
In 1984, a Landscape and Lighting Maintenance Assessment District (AD84 -2),
encompassing the entire City, was created to fund costs associated with street lighting
and the maintenance of various landscaped areas. This was a successor to the District
enacted by the County of Ventura prior to the incorporation of the City. In subsequent
years, Zones of Benefit (Zones) were added to fund the maintenance of specific areas.
Later, these Zones were changed to District 1 through District 12.
Since 1984, the City has formed additional Assessment Districts (AD) to fund the
maintenance of certain landscape improvements in and adjacent to:
2001
2004
2005
District 14 - Tract 5201, Wilshire Builders
District 15 - Tract 4928, Toll Brothers
Distrcit 16 - Tract 5161, Cabrillo
District 18 - Tract 5307, Colmer Development
District 19 - PM 5264, M &M Development
(AD01 -1)
(AD01 -2)
(AD01 -3)
(AD04 -01)
(AD05 -01)
239
Honorable City Council
February 2, 2011
Page 2
2006
2007
✓11:
2009
2010
Disctrict 21 - Tract 5133, Shea Homes (AD06 -01)
District 22 - Tract 5045, Pardee Homes (AD07 -01)
District 20 - Tract 5187, Lyon Homes (AD07 -02)
District 24 - IPD 2000 -10, Casino Storage (AD07 -04)
District 25 - CPD 2004 -01, Nearon (AD07 -03)
District 26 - CPD 2004 -03, Warehouse Discount Center (AD09 -01)
District 31 - CPD 2005 -02, Tuscany Square Park Lane and (AD10 -01)
Moorpark Avenue
District 32 - CPD 2005 -03, HFR Investment I, LLC 145 Park (AD10 -02)
Lane
Note: Districts 13, 17 and 30 are not assigned. District 23 - Tract 5130, SuncalNistas is not completed.
Parks and Recreation Maintenance Improvement District:
In July 1999, the City successfully established a Parks and Recreation Maintenance and
Improvement District. The current Maintenance District is based on a "special"
assessment. This means that the City assesses property owners for that portion of park
and recreation maintenance and improvement activities that generate a "special" benefit.
The City is responsible for funding activities that generate a "general" benefit.
The Park and Recreation Maintenance and Improvement District include all existing
eighteen (18) City parks. The amount of the assessment levied may be adjusted annually
by a Cost of Living factor, not to exceed three percent (3 %).
DISCUSSION
As part of the annual budget process, the City Council considers whether or not to renew
the subject Assessment Districts and levy amounts for the upcoming fiscal year.
According to State law, before assessments may be levied, an Engineer's Report must be
prepared for each assessment district setting forth the amount of the assessments and
the basis for establishing said amount.
240
Honorable City Council
February 2, 2011
Page 3
The preparation of an Engineer's Report does not obligate the City to approve the
Engineer's Report nor to proceed with levying assessments. The purpose of the
Engineer's Report is to merely develop the information necessary for the City Council to
make those decisions. The report sets forth the items proposed to be funded by the
district and the methodology used to distribute maintenance and improvement costs to all
of the properties within each district.
When completed, each Engineer's Report is submitted to the City Council for approval.
Approval of an Engineer's Report by the City Council does not require the City to levy the
assessments. Such approval merely allows the Engineer's Reports, and the
measurements set forth therein, to be considered at subsequent public hearings.
In accordance with the requirements of applicable State law, the Resolutions attached as
Exhibits 1 and 2 initiate the process required for the City Council to consider continuation
of the subject Assessment Districts. Upon adoption of these Resolutions, the
Assessment Engineer will prepare an Engineer's Report for the Citywide Landscape and
Lighting Assessment Districts and a separate Engineer's Report for the Parks and
Recreation Maintenance Improvement District.
SCI Consulting Group (SCI) has been providing assessment district engineering services
and levy administration to the City for the last ten years. Staff proposes that City Council
authorize staff to amend the current professional service contract with SCI. The
amendment includes:
• Expansion of the scope of work to include the newly formed Assessment Districts
— Tuscany Square and HFR Investment I, LLC;
• Extension of the term for five (5) years; and
• Increase of the maximum compensation for each fiscal year.
Contingency2
Total
$ 3,000
Parks and
24,400
$ 3,000
Landscape
24,400
Recreation
$
and Lighting
Maintenance
$
Assessment
Improvement
Fiscal Year
25,400
Districts'
District
2011/2012
$
12,050
$
9,350
2012/2013
$
12,050
$
9,350
2013/2014
$
12,050
$
9,350
2014/2015
$
12,550
$
9,850
2015/2016
$
12,550
$
9,850
Contingency2
Total
$ 3,000
$
24,400
$ 3,000
$
24,400
$ 3,000
$
24,400
$ 3,000
$
25,400
$ 3,000
$
25,400
Notes:
' Includes $2,200 a year for out -0f - pocket expense reimbursements.
2 Contingency for new assessment district formation and includes $500 for out -of- pocket
expense reimbursements.
241
Honorable City Council
February 2, 2011
Page 4
FISCAL IMPACT
There will be no fiscal impact in the current fiscal year. During annual budget
development, staff will continue to include sufficient appropriations to cover the maximum
yearly compensation for assessment engineering services and levy administration.
STAFF RECOMMENDATION (Roll Call Vote)
1. Adopt Resolution Nos. 2011- and 2011- (Exhibits 1 and 2).
2. Approve the amendment to SCI Consulting Group agreement subject to final
language approval by the City Manager and City Attorney; and authorize the City
Manager to sign the amendment.
Attachments:
Exhibit 1: Resolution to Initiate Proceeding for the Citywide Landscape and
Lighting Assessment Districts
Exhibit 2: Resolution to Initiate Proceedings for the Parks and Recreation
Maintenance Improvement Districts
Exhibit 3: Amendment No. to the Agreement with SCI Consulting Group for
Professional Consulting, Engineer of Work and Levy Administration
09
EXHIBIT 1
RESOLUTION NO. 2011 -
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MOORPARK, CALIFORNIA, DIRECTING THE PREPARATION
OF THE ANNUAL ENGINEER'S REPORT FOR FISCAL YEAR
2011/2012 FOR THE CITY OF MOORPARK, LANDSCAPE AND
LIGHTING MAINTENANCE ASSESSMENT DISTRICTS
WHEREAS, the City of Moorpark provides for the maintenance and improvement
of street lighting services through the City's Landscape and Lighting Maintenance
Assessment Districts; and
WHEREAS, the City Council of the City of Moorpark proposes to continue the
specified districts for the fiscal year commending July 1, 2011, and ending June 30, 2012.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK DOES
HEREBY RESOLVE AS FOLLOWS:
SECTION 1. This Council ordered the formation of and levied the first
assessments within the City of Moorpark Landscape and Lighting Maintenance
Assessment Districts Nos. AD84 -2, AD01 -1, AD01 -2, AD01 -3, AD04 -01, AD05 -01, AD06-
01, AD07 -1, AD07 -2, AD07 -3, AD07 -4, AD09 -01, AD10 -01 and AD10 -02 (the "Landscape
and Lighting Districts ") pursuant to the provisions of the Landscaping and Lighting Act of
1972, commencing at Section 22500 of the California Streets and Highways Code
(hereinafter "the Act ").
SECTION 2. Sections 22620 et. Seq., of the Act provide for the levy of
annual assessments after formation of the Landscape and Lighting Maintenance
Assessment Districts.
SECTION 3. Within the Landscape and Lighting Maintenance Assessment
Districts, the existing and proposed improvements and any substantial changes proposed
to be made to the existing improvements are generally described as follows:
Installation, maintenance and servicing of public facilities, including but not limited
to one or more street lights, public lighting facilities, landscaping, statuary,
fountains, and other ornamental structures and facilities, entry monuments and all
necessary appurtenances, debris basins, turf, ground cover, shrubs and trees,
irrigation systems, drainage systems, lighting, fencing and any facilities which are
appurtenant to any of the aforementioned or which are necessary or convenient for
the maintenance or servicing thereof, including irrigation, electric current and
energy; and to provide incidental expenses in connection therewith. Services
provided include all necessary service, operations and maintenance of the above
mentioned improvements, as applicable, for any property owned or maintained by
the City of Moorpark.
243
Resolution No, 2011 -
Page 2
SECTION 4. SCI Consulting Group is hereby designated as Engineer of
Work for purposes of these proceedings and is hereby ordered to prepare and Engineer's
Report in accordance with Article 4 of Chapter 1 of the Act and Article XIIID of the
California Constitution, for the Districts referred to in Section 1 of this Resolution. Upon
completion, the Engineer shall file the Engineer's Report with the Clerk of the City Council
for submission to the Council.
SECTION 5. 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 2 I day of February, 2011.
Janice S. Parvin, Mayor
ATTEST-
Maureen Benson, City Clerk
244
10.r.u:
RESOLUTION NO. 2011 -
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MOORPARK, CALIFORNIA, DIRECTING THE PREPARATION
OF THE ANNUAL ENGINEER'S REPORT FOR FISCAL YEAR
2011/2012 FOR THE PARKS AND RECREATION
MAINTENANCE IMPROVEMENT DISTRICT OF THE CITY OF
MOORPARK
WHEREAS, the City of Moorpark provides for the maintenance and improvement
of parks and recreation facilities through the City's Parks and Recreation Maintenance
and Improvement District; and
WHEREAS, the City Council of the City of Moorpark proposes to continue the
specified district for the fiscal year commending July 1, 2011, and ending June 30, 2012.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK DOES
HEREBY RESOLVE AS FOLLOWS:
SECTION 1. On July 15, 1999, by its Resolution No. 99 -1625, this Council
ordered the formation of and levied the first assessment within the City of Moorpark Parks
and Recreation Maintenance Improvement District (the "Maintenance Improvement
District ") pursuant to the provisions of Article XIIID of the California Constitution, and the
Landscaping and Lighting Act of 1972 (the "Act "), Part 2 of Division 15 of the California
Streets and Highways Code (commencing with Section 22500 thereof).
SECTION 2. The purpose of the Maintenance Improvement District if for
the installation, maintenance and servicing of improvements to the City of Moorpark, as
described in Section 3 below.
SECTION 3. Within the Maintenance and Improvement District, the existing
and proposed improvements to be undertaken by the Maintenance and Improvement
District are generally described as the installation, maintenance and servicing of public
facilities, including but not limited to landscaping, sprinkler systems, park grounds, park
facilities, landscape corridors, ground cover, shrubs and trees, street frontages,
playground equipment and hard court areas, senior and community centers, drainage
systems, lighting, fencing, entry monuments, basketball courts, tennis courts, running
tracks, other recreational facilities, security guards, graffiti removal and repainting, and
labor, materials, supplies, utilities and equipment, as applicable, for property owned and
maintained by the City of Moorpark. Installation means the construction of recreational
improvements, including but not limited to, land preparation, such as grading leveling,
cutting and filling, sod, landscaping, irrigation systems, sidewalks and drainage, lights,
playground equipment, play courts, recreational facilities and public restrooms.
Maintenance means the furnishing of services and materials for the ordinary and usual
maintenance, operation and servicing of said improvements, including repair, removal, or
replacement of all or part of any improvement, providing for the life, growth, health and
245
Resolution No, 2011 -
Page 2
beauty of landscaping; and cleaning, sandblasting and painting of walls and other
improvements to remove or cover graffiti. Servicing means the furnishing of electric
current or energy for the operation or lighting of any improvements, and water for
irrigation of any landscaping or the maintenance of any other improvements.
SECTION 4. SCI Consulting Group is hereby designated as Engineer of
Work for purposes of these proceedings and is hereby ordered to prepare and Engineer's
Report in accordance with Article 4 of Chapter 1 of the Act and Article XIIID of the
California Constitution. Upon completion, the Engineer shall file the Engineer's Report
with the Clerk of the City Council for submission to the Council.
SECTION 5. 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 2nd day of February, 2011.
Janice S. Parvin, Mayor
ATTEST:
Maureen Benson, City Clerk
246
EXHIBIT 3
AMENDMENT NO. 1
TO THE PROFESSIONAL SERVICES AGREEMENT
BETWEEN THE CITY OF MOORPARK
AND SCI CONSULTING GROUP, INC.
This 1St Amendment to the Agreement for services (Amendment) is made and entered
into this day of , 2011 (the "Effective Date ") between the City
of Moorpark, a municipal corporation in the County of Ventura, State of California,
hereinafter referred to as "City" and SCI Consulting Group, Inc., a corporation,
hereinafter referred to as "Consultant ".
WITNESSETH
WHEREAS, on August 26, 2010, the City and the Consultant entered into an
Agreement for professional consulting, Engineer of Work and levy administration for the
Landscape and Lighting Assessment Districts and the Parks and Maintenance
Improvement District for fiscal year 2010 -2011; and
WHEREAS, the City and the Consultant wish to amend the Scope of Work,
compensation and term provisions of the Agreement.
NOW, THEREFORE, in consideration of the mutual covenants, benefits and premises
herein, the parties hereto agree to amend the aforesaid Agreement as follows-
1
2
SCOPE OF WORK
Section I. Scope of Work, is hereby expanded to include the newly formed
Landscape and Lighting Assessment Districts: AD09 -01, AD10 -01 and AD 10 -02;
as more specifically described on page 8 of Exhibit A (Proposal), as attached
hereto and incorporated herein.
COMPENSATION
Section II. Compensation, is hereby amended to increase the full compensation
to the Consultant for services and out -of- pocket expenses, as described in the
Proposal by an additional $124,000, not to exceed $145,400 for the total term of
this Agreement. The annual maximum fees to Consultant are as follows:
Out -0f -
Administration Services
Fiscal
Landscape &
Contingency'
Year
$ 2,200
Lighting
$
Parks
2011/2012
$
9,850
$
9,350
2012/2013
$
9,850
$
9,350
2013/2014
$
9,850
$
9,350
2014/2015
$
10,350
$
9,850
2015/2016
$
10,350
$
9,850
Out -0f -
Annual
Pocket
Contingency'
Maximum
$ 2,200
$ 3,000
$
24,400
$ 2,200
$ 3,000
$
24,400
$ 2,200
$ 3,000
$
24,400
$ 2,200
$ 3,000
$
25,400
$ 2,200
$ 3,000
$
25,400
Total Increase
$
124,000
' Contingency for new assessment district formation. $2,500 for services and $500
for reimbursable expenses
247
Agreement for Professional Services
Amendment No. 1
Page 2
The annual fee shall be payable according to the schedule outlined on pages 20-
22 of the Proposal, as attached and incorporated herein.
3. TERM OF AGREEMENT
Section IV. Term of Agreement, is hereby extended for an additional five (5)
years, ending June 30, 2016, unless sooner terminated or suspended as
provided in the Agreement.
With the exception of the changes noted above, all other provisions contained in the
Agreement for professional consulting, Engineer or Work and levy administration shall
remain in full force and effect.
CITY OF MOORPARK: SCI CONSULTING GROUP, INC:
Steven Kueny, City Manager Gerard van Steyn, President
Date Date
ATTEST:
Maureen Benson, City Clerk
Attachment: Exhibit A —Proposal dated December 16, 2010
it H
EXHIBIT A
PROPOSAL FOR THE
CITY OF MOORPARK
TO PROVIDE
PROFESSIONAL CONSULTING, ENGINEER OF
WORK AND LEVY ADMINISTRATION
FOR THE
LANDSCAPE AND LIGHTING MAINTENANCE ASSESSMENT
DISTRICTS
AND THE PARKS AND RECREATION MAINTENANCE AND
IMPROVEMENT DISTRICT
SUBMITTED BY
SCIConsultingGroup
4745 MANGELS BOULEVARD
FAIRFIELD, CALIFORNIA 94534
PHONE 707.430.4300
FAx 707.430.4319
www.sci- cg.com
249
ConsultingGroup
4745MangelsBoulevard • FairfteldCalifomia94534 • Tel: 707430.4300 • Fax: 707.4304319
December 16, 2010
Ron Ahlers
City of Moorpark
799 Moorpark Ave
Moorpark, CA
Re: Proposal for providing Professional Consulting, Engineer of Work and Levy
Administration of the Landscape and Lighting Maintenance Assessment Districts
and the Parks and Recreation Maintenance and Improvement District
Dear Ron:
SCI Consulting Group ( "SCI ") is pleased to submit, for your review, the enclosed proposal to
serve as the Engineer of Work and provide professional consulting and levy administration
services for the City of Moorpark, Landscape and Lighting Maintenance Assessment Districts
and the Parks and Recreation Maintenance and Improvement District.
The scope of services within this proposal includes all tasks required for the year -round
administration of the Landscape and Lighting Maintenance Assessment Districts and the Parks
and Recreation Maintenance and Improvement District for the City of Moorpark, new
assessment formations, as well as other value -added services such as comprehensive property
base auditing and levy accuracy confirmation on a parcel by parcel basis to ensure that the
City receives the maximum possible revenues, a historical review of levy submittals and
updating of the current roll data with the final closing roll for the upcoming fiscal year.
Moreover, SCI will provide our comprehensive services in a manner that limits the time and
resources of the City.
Please review the enclosed proposal, if you have any questions regarding the enclosed, please
do not hesitate to call. We look forward to continue working with the City on renewal of the
existing assessments as well as formation of new assessments.
Sincerely,
Gerard van Steyn
President
250
TABLE OF CONTENTS
INTRODUCTION .................................. ............................... 1
OTHER SCI SERVICES ......................... ............................... 3
QUALIFICATIONS AND EXPERTISE ......... ............................... 4
ABOUT SCI CONSULTING GROUP ............................ ............................... 4
TENTATIVE PROJECT TIMELINE ............. ............................... 7
SCOPE OF WORK - ASSESSMENT ADMINISTRATION ............... 8
OVERVIEW OF THE SCOPE OF WORK ......................... ............................... 8
DETAILED SCOPE OF WORK .................................. ............................... 10
CONFIRMATION OF ASSESSABLE PARCELS AND LEVY CALCULATION ............... 10
ENGINEERS REPORTS ........................................ ............................... 11
QUALITY CONTROL AND LEVY RE- VERIFICATION ........ ............................... 12
DISTRICT INFORMATION, LEVY CONFIRMATION AND DELINQUENCY MONITORING
...................................................................... .............................13
RESPONDING TO PUBLIC INQUIRIES AND APPEALS ..... ............................... 13
DEFENSE AND SUPPORT OF THE ASSESSMENTS ......... ............................... 14
ADDITIONAL SERVICES INCLUDED .......................... ............................... 14
DELIVERABLES................................................. ............................... 14
CLIENT RESPONSIBILITIES ................................... ............................... 16
SCOPE OF WORK - NEW ASSESSMENT FORMATIONS ........... 17
COMPENSATION.............................. ............................... 20
CITY OF MOORPARK PAGE I
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010
251
INTRODUCTION
SCI Consulting Group ( "SCI ") is pleased to offer our professional consulting,
engineering, levy administration and assessment formation services to the City of
Moorpark, Landscape and Lighting Maintenance Assessment Districts and the Parks
and Recreation Maintenance and Improvement District ( "Assessment Districts "). SCI
understands that the assessment revenues need to be annually reauthorized and
collected in a manner that is legally compliant, accurate and efficient. We also have
witnessed that if such assessment administration services are not performed with a
comprehensive, intensive and professional approach that includes annually
identifying every parcel that should be subject to the assessments and recalculating
and verifying the specific amount of assessment for each parcel in the Assessment
Districts, the assessment revenues received by the City will not be maximized.
Specifically, our annual scope of services, which will maximize the revenues from the
assessments, minimize the City's time and resources needed, and maximize the legal
defensibility of the assessments will include:
o Initial planning, property research and assistance with preparation of
improvement/service plans and budgets.
o Acquisition of current property data from the County Assessor, other real
property information vendors and title companies, comparison of the Assessor
data with other property data sources and data accuracy validation services.
o Maximizing assessment revenues and accuracy with custom, hands -on
identification of all parcels within the Assessment Districts boundaries and
determination of the updated and current property characteristics for each
parcel within the Assessment Districts boundaries.
o Maximizing assessment revenues and accuracy by using advanced
Geographical Information Systems and parcel layers to confirm that all parcels
are included within the assessment rolls.
o Maximizing assessment revenues through comprehensive research and
confirmation of all levies on a parcel -by- parcel basis. These services have
proven to maximize revenues for every public agency for which we have
provided levy administration services.
o Minimizing City time and resources by handling most tasks related to the
administration and collection of the assessments.
o Periodic meetings and conferences with City staff to review findings, property
base, budgets, and other relevant items.
o Preparation of the annual Engineer's Report for the Assessment Districts.
These reports will meet all legal requirements and will provide continued
justification for the levies, budgets for levy expenditures by expenditure type,
and specific levies for each parcel.
CITY OF MOORPARK PAGE 1
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010
252
o Preparation of legal notices, resolutions, staff reports and City Council review
items.
o Acquisition of the final lien date Tax Collector's property roll for all parcels to
be included on the tax roll for the upcoming fiscal year.
o Each year, a full second round of research, identification and validation of all
new and existing parcels within the Assessment Districts boundaries to
conform to the final Tax Collector's parcel roll for all parcels to be included on
the upcoming fiscal year tax roll.
o A full second round of identification of all parcels for which the property
characteristics have changed (such as newly developed properties).
o Each year, a full second round of recalculation and confirmation of the final
upcoming fiscal year's assessment amount for every parcel within the
Assessment Districts boundaries.
o Submittal of the final assessment rolls to the County Auditor/Tax Collector and
verification of the final assessment amounts for each parcel to be included on
tax bills.
o Levy collection reports and confirmation of the accuracy of the Auditor's Tax
Roll for each levy.
o Directly responding on our toll -free taxpayer assistance line to property owner
inquiries year round regarding the assessments for their property, the basis for
the assessments, the services funded or other questions.
o Providing a program developed specifically for the City that provides easy
access and reporting of special assessment and property information.
o Assistance with the administration and collection of the assessment revenues.
CITY OF MOORPARK
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010
PAGE 2
253
OTHER SCI SERVICES
SCI provides many comprehensive services to public agencies, such as funding
mechanisms, revenue enhancement studies and financial planning services. The list
below includes some of these services.
• Ballot Measures
• Assessment District Formation
• Special Tax Election
• Property Related Fees Formation
• Mello -Roos Community Facilities District Formation
• Special Levy Administration Services
• Opinion Research and Revenue Measure Feasibility Analysis
• Public Finance Programs and Alternatives
• LAFCo Annexations and New District Formations
• Compliance with Proposition 218
• Continuing Disclosure & Dissemination Services
• Administrative Systems and Custom Software Solutions
• Parcel Audits and Tax Base Certification
• Planning Services
• Facilities Master Plans
• Developer Fee Studies
• School Fee Facility Plans
• School Facility Needs Analysis
• Developer Negotiations and Full Mitigation Fees
• Attendance Boundary Studies
• Demographic Studies
• Quimby and Impact Fees
• Cost of Service Analysis and Fee Justification
• Land Planning and Real Estate Services
For more information, please visit www.sci-cg.com
CITY OF MOORPARK PAGE 3
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 254
QUALIFICATIONS AND EXPERTISE
ABOUT SCI CONSULTING GROUP
SCI provides a broad range of planning, research, engineering, special district
administration, revenue measure formation and financing services for local agencies.
SCI Consulting Group's team of planning, financing, engineering and computing
experts has the expertise to assist in every phase of the assessment administration
process, including inception, research and analysis, evaluation of assessment factors,
documentation of findings, development of engineer's reports to meet all current
legal requirements for annual assessment continuation, identification of all parcels
that should be assessed, calculation and verification of the specific assessment
amount for each parcel and levy collection and verification.
With over 23 years of benefit assessment, special tax and civil engineering experience,
SCI also offers extensive expertise with the important legal and procedural issues
involving benefit assessments, special taxes and fees. The principals at SCI are
acknowledged experts on benefit assessments, special taxes and fees and were
involved with the cleanup legislation for Proposition 218.
SCI Consulting Group specializes in the administration of assessment districts for
public agencies. With over twenty years of experience in this specialized field, we
have never missed a levy submission deadline and have an unparalleled track record
of finding additional revenues for assessments that were previously administered by
another firm. In fact, every case in which SCI has begun to administer a special
assessments previously handled by another firm or the County, we have uncovered
significant additional revenues due to incorrect previous assessment levies or missing
parcels.
For example, in 2004, when we were first awarded the contract for administering the
special assessments for the East Bay Regional Park District, we uncovered over $40,000
per year in additional revenues due to previously incorrectly assessed properties or
missing parcels by the previous assessment administration firm.
The Cosumnes Community Services District provides another example of our proven
ability to deliver the most accurate and revenue maximized assessments: Prior to
2004, SCI had been providing the assessment administration services for the District.
In 2004, however, the District board elected to hire another firm for the assessment
administration services because their fee for services was slightly lower than SCI's. In
2008, the District re- assigned the assessment administration services back to SCI
because they were becoming concerned about missing or inaccurate assessments.
Our analysis of the previous administration work found that the District had missed
out on over $93,000 per year due to incorrect assessment calculations, or missing
parcels that should have been subject to the assessments.
CITY OF MOORPARK PAGE 4
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010
255
Following is a table that summarizes the additional annual revenues we have
uncovered for public agencies that previously relied upon another firm or agency to
calculate and administer their assessments, fees or special taxes.
Table 1— Additional Annual Special Levy Revenues Found by SCI
County of Los Angeles
$226,0001yr
City of Palmdale
$152,000/yr
County of Sonoma
$150,000 1yr
City of San Diego
$108,000 /yr
Cosumnes Community Services District
$
93,000 /yr
City of Pinole
$
84,000 /yr
+City College of San Francisco
$
501000 1yr
(East Bay Regional Park District
$
40,000 /yr
Mission Oaks Recreation and Park District
$
35,0001yr
'Loomis Fire Protection District
$
33,700 /yr
Santa Clara County Open Space Authority
$
30,000 1yr
North Highlands Recreation & Park District
$
30,000 /yr
,City of Vacaville (Over 100 separate districts)
$
25,000 /yr
(Fairfield- Suisun Unified School District
$
25,000 /yr
+'Greater Los Angeles County Vector Control Dist
$
24,000 /yr
of Folsom
$
24,000 /yr
West Valley Mosquito & Vector Control District
$
19,000 /yr
O Recreation and Park District
$
17,0001yr
Orange County Vector Control District
$
12,000 /yr
Owens Valley Mosquito Abatement Program
$
10,6001yr
Claremont Unified School District
$
10,000 /yr
Walnut Creek School District
$
9,100 /yr
East County Fire Protection District
$
8,5001yr
(City of Moorpark
$
5,0001yr
Easton Community Services District
$
1,8001yr
In addition, SCI is a frequent presenter and columnist on assessment ballot
proceedings for the American Public Works Association, League of California Cities,
California Special Districts Association, California Fire Chiefs Association, California
CITY OF MOORPARK PAGE 5
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 256
Stormwater Quality Association, California Parks and Recreation Society, Mosquito and
Vector Control Association of California, Institute for Local Self Government, California
Association of Public Information Officers, Floodplain Management Association, Bay
Area Open Space Coalition, California Conference of Directors of Environmental
Health, Associations of Government and other organizations.
CITY OF MOORPARK PAGE G
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 257
TENTATIVE PROJECT TIMELINE
Following is a draft timeline for the fiscal year 2011 -12 annual levy administration. SCI
can meet this timeline; however, the City can also modify it as needed.
TENTATIVE DATE TASKS TO BE COMPLETED (PARTIAL USTI
January Passage of resolutions directing the
preparation of the Engineer's Report.
April 11th Budgets prepared.
April 18th Complete and file Engineer's Reports with City.
May 4th Passage of resolutions of intention to levy
annual assessment, preliminarily accepting
Engineer's Reports and scheduling the Public
Hearing.
May 18th Publish notices of public hearing (Publish
Resolutions of Intention; must occur 10 days
before Public Hearing).
June 1 st Public Hearings and approval of resolutions
approving Engineer's Reports and levying
annual assessments.
July 10th
August
Submission of assessments to County.
Confirmation of final levies with County.
It is understood that all regular meetings of the City Council are on the 1" and 3'°
Wednesday of each month.
CITY OF MOORPARK PAGE 7
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 258
SCOPE OF WORK — ASSESSMENT ADMINISTRATION
This section outlines the engineering services and other responsibilities SCI would
perform as the Engineer of Work and assessment levy administrator for the City of
Moorpark.
Definitions:
City: City of Moorpark, its staff and council.
Existing Assessment
Districts: The City of Moorpark Parks and Recreation
Maintenance and Improvement District, AD01 -1,
AD01 -2, AD01 -3, AD04 -1, AD05 -1, AD06 -1, AD07 -1,
AD07 -2, AD07 -3, AD07 -4, AD09 -01, AD10 -01, AD10 -02
and AD84 -2 Landscaping and Lighting Assessment
Districts
SCI or Engineer: SCI Consulting Group, and any and all employees.
Administration: Services related to the determination, levy and
collection of tax or assessment revenues.
OVERVIEW OF THE SCOPE OF WORK
This Section shall serve to highlight our approach towards levy administration services
and other value added services included within this Proposal.
One of the service elements that distinguishes SCI is our comprehensive approach for
levy preparation. On a twice- yearly basis, we recalculate and confirm all of the City's
assessments on a parcel-by-parcel basis for all properties within the assessment
districts. SCI has developed over fifty unique levy validation /checking queries that we
run on each parcel. This approach, while more time consuming than simply relying on
Assessor property characteristics and previous levy amounts has consistently proven
to result in more accurate levies and higher overall assessment revenues.
The starting point for calculating and confirming the parcel levies for all parcels within
the levy district is the current Ventura County Assessor's data. However, we do not
simply rely on the County Assessor data alone. Rather, we utilize the County data as
the initial basis for establishing the property information and parcel listings for
property that will be subject to the assessments. As a next step, we acquire, compare
and incorporate additional data and property information from other real property
vendors, title company information vendors and other sources. More importantly, we
extend and enhance this external property data with our internal proprietary
CITY OF MOORPARK PAGE 8
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 259
Statewide parcel attribute and ownership data sets, including over ten years of parcel
maps and historical parcel information.
The second foundation block for accurate assessment levies is the identification and
verification of every parcel that should be included in the City's assessment roll. SCI
has consistently found that the County Assessor's data often contains inaccurate
information to identify parcels and property characteristics. Consequently, our
approach begins with the County Assessor and State Board of Equalization
information regarding parcels within the City boundaries. However, we extend,
enhance and confirm this information with several layers of other verification and
parcel identification approaches. These approaches, which have consistently been
proven to identify other parcels that should be included in the assessment rolls,
include using updated and historical parcel maps, GIS layers and a comprehensive
parcel -by- parcel research to identify all "child" parcels that were created from a source
"parent" parcel after a subdivision or parcel reconfiguration.
Only after a comprehensive evaluation and confirmation of data from multiple sources
will we begin calculating and confirming assessment levies. This multi- source
approach has proven to maximize the annual benefit assessment proceeds by
uncovering inaccuracies and outdated information.
After we have carefully identified and verified each parcel that should be included in
the City's assessments and have calculated and determined the levies for each parcel,
we will compare our calculated levies for each parcel with the previous year's levy rolls.
Every discrepancy and variance with the historical levy data will be researched and
confirmed. After this comprehensive research and assessment rate determination
work is completed, SCI will develop reports listing each parcel with their upcoming
year's assessment amounts.
Furthermore, our proposed scope of services includes periodic on -site meetings,
preparation of notices and resolutions, periodic reports for levy submittals and
collections, in person attendance at public meetings and the hearing, and taxpayer
point of contact services via a toll -free phone number.
CITY OF MOORPARK PAGE 9
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 260
DETAILED SCOPE OF WORK
The following section provides a more detailed and bulleted summary of our
proposed services.
CONFIRMATION OF ASSESSABLE PARCELS AND LEVY CALCULATION
1. Meet with City staff, City Council, legal counsel and other individuals as
needed to establish timeline, assist with development of budgets, review
assessment data, and accomplish other tasks related to administration of the
Assessments.
2. Utilize SCI's statewide data, including current parcel attributes and historical
information for every parcel in the Assessment Districts.
3. Obtain current assessor data from the County Assessor and other sources for
all parcels within the Assessment Districts and merge with SCI's internal
parcel data.
4. Perform a comprehensive audit to identify each parcel that is physically
located within the boundaries of the Assessment Districts. Research and
reconcile any parcels that we find to be within the Assessment Districts
boundary, but to be inaccurately identified by the County Assessor.
S. Create a complete and highly accurate database including every parcel in
the boundaries of the Assessment Districts, including the parcel attributes
necessary for calculating the Assessments.
6. Determine the number of parcels in each land use category, excluding
nontaxable parcels.
7. SCI maintains complete files of Assessor Parcel Maps for all parcels in the
City. Obtain recently updated or revised maps as necessary. Utilize the
maps to confirm current parcel attributes and research newly created
parcels.
8. Meet with or contact City staff and contact property owners, County
Assessor staff and other parties as needed to obtain information or verify
Assessments.
9. Research and obtain all property characteristics that are needed to properly
calculate the correct assessment amount, including location, property type
and land area.
10. Update and maintain a database for each parcel within the Assessment
Districts. The data for each parcel will include the owner name(s), site
address, property values, parcel number, assessment factors, assessment
amount, mailing address, site address, parcel type, notes and other useful or
relevant data.
11. On a parcel -by- parcel basis, calculate the specific assessment amount for
each parcel.
CITY OF MOORPARK PAGE 10
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 261
12. Use the assessment files for the previous fiscal year and structure this
historical levy submittal data so it can be used to help compare and analyze
the Assessments. Reconcile the assessment data for last year with the
Assessment Districts collections to confirm the accuracy of the data.
13. Research changes in property data, property usage, property valuations and
assessment changes from the previous year for all parcels within the
Assessment Districts. Flag all parcels that require property research to
determine the appropriate assessment.
14. Research all flagged parcels as well as those parcels or areas designated by
City staff as requiring further research.
15. Research or field check those properties that are flagged for research and for
which additional information is needed.
16. Obtain current fiscal year cost information from the City to use as a basis for
the cost estimate in the Engineer's Reports and for the budget and cost
estimate for each zone of benefit.
17. Project costs based on prior year estimates, actual costs, new or modified
services and improvements and other factors. Establish budgets the
Assessments based on information provided by the City.
18. Review the budget and cost estimate with the City and finalize the budget
after incorporating City input.
19. Using the established assessment methodology, allocate the estimated cost
of services, improvements and expenses to all assessed parcels within the
boundaries of each zone of benefit within the assessment districts.
20. Run custom - developed queries on the Assessment Rolls to verify and check
assessment accuracy for all parcels.
21. Prepare the preliminary Assessment Rolls for the Assessment Districts.
ENGINEERS REPORTS
1. Carefully evaluate all Proposition 218 developments and legal issues that
may have bearing on the Assessments. Make recommendations for
upgrades to improve compliance with Proposition 218 and other legal
requirements. Review proposed upgrades with City, Council and other
parties and incorporate comments as appropriate.
2. Prepare a comprehensive draft Engineer's Reports for the Assessment
Districts including historical information, the basis of the assessment, the
method of levy, the revenues raised and uses of the funds and the
assessment amount for each parcel. The Engineer's Reports will be prepared
by John Bliss, a licensed professional engineer certified in the State of
California possessing extensive expertise with post Proposition 218 benefit
assessments for similar landscaping, lighting and maintenance
services /improvements. The Engineer's Reports will fully comply with the
provisions of the Government Code, the Streets and Highways Code,
CITY OF MOORPARK PAGE 11
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010
262
Proposition 218, Articles XIIIC and XIIID of the California Constitution and
other relevant code sections.
3. Provide draft copies of the Engineer's Reports to the City and review the
Report with the City and Council.
4. As necessary, incorporate comments and suggestions.
5. File the final Engineer's Reports with the City.
6. Prepare any needed resolutions and staff reports for the Assessments.
7. Prepare and assist with the publication of any notices for the continuation of
the Assessments.
8. Attend City Council meetings, including those at which the Engineer's
Reports are approved and the public hearings are held.
9. Present the Assessment Rolls to the Council, summarize the assessment
methodology, answer all questions raised and assist in finalizing the project
for Council approval.
QUALITY CONTROL AND LEVY RE- VERIFICATION
1. After the close of each fiscal year on June 30, obtain the final lien -date
Assessor and Tax Roll from the County.
2. Identify all parcels that are in the Assessment Districts. Create new
Assessment Rolls based upon the final County lien roll data.
3. Identify all new or changed parcels that may require an updated or new
assessment calculation.
4. Utilize other real property data information services to obtain additional
property information, and to verify and confirm Assessments.
5. Research and update all property characteristics that may affect the
assessment amounts for each parcel.
6. Recalculate the final Assessments on a parcel -by- parcel basis.
7. Run over 50 checks and validation queries on each parcel to identify any
parcels that may require additional research to confirm the appropriate
assessment amount.
8. Perform all additional parcel research as necessary.
9. Compare the assessment amount calculated for each parcel with the
Assessment Rolls for the previous fiscal year and re- verify Assessments for all
parcels for which the assessment amount has changed.
10. Prepare reports of parcels with usecode changes from the previous fiscal
year to the current fiscal year, and verify the Assessments for such parcels.
11. Prepare reports of new and deleted parcels from the previous fiscal year to
the current fiscal year, and verify the Assessments for new parcels.
CITY OF MOORPARK PAGE 12
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 263
12. Finalize the Assessment Rolls, other documents and supporting materials for
each Assessment.
13. After the Assessments and supporting documents have been finalized,
another special levy administrator at SCI will perform a comprehensive peer
review of all assessment calculations, all documentation and reports and the
project schedule and deliverables. Any questions or issues raised are fully
researched and resolved.
14. Next, a manager at SCI will perform another full review and quality assurance
audit of the assessment district to ensure the highest level of accuracy and
that all documents and materials needed for collection of the Assessments
are in proper order.
15. After all reviews have been performed and all questions resolved, prepare
the final Assessment Rolls listing parcel number, owner name, property
address, and assessment amount for each Assessor Parcel within the
Assessment Districts. Print Assessment Roll sorted by Assessor Parcel
Number and owner's name.
DISTRICT INFORMATION, LEVY CONFIRMATION AND DELINQUENCY
MONITORING
1. Develop and make available to the City an Internet based website or
computer program that will allow City staff to quickly locate parcel data by
owner name, parcel number, street address or other requested search
criteria.
2. Meet Ventura County assessment roll submission requirements and perform
tasks needed to submit the assessment levies.
3. File approved Assessment Rolls with the County Auditor for inclusion of
Assessments on current fiscal year tax bills.
4. Verify and validate Auditor's levy data prior to the printing of tax bills.
5. Obtain information regarding delinquencies and unpaid assessments. Issue
periodic reports detailing delinquent assessments.
RESPONDING TO PUBLIC INQUIRIES AND APPEALS
I. Provide the County Auditor/Tax Collector and the City with our toll -free 800
phone lines so property owners can directly contact SCI Consulting Group
throughout the fiscal year regarding any questions that arise, a review of
specific levies, description of procedures and any other issues.
2. Provide the County Auditor/Tax Collector with our web site address to be
used as another resource for property owner inquiries and information
dissemination.
3. Provide the County Auditor/Tax Collector with a summary and overview of
the Assessments and each zone of benefit for Auditor/Tax Collector staff use.
CITY OF MOORPARK PAGE 13
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 264
4. Directly and promptly respond to any property owner, staff or other agency
inquiries on our toll free assessment assistance phone lines reached by the
number: (800) 273 -5167.
5. Throughout the fiscal year, research and, if necessary, revise any
Assessments which property owners consider to be based upon incorrect
information being used to apply the method of assessment. (It should be
noted that, due to our comprehensive levy validation procedures, actual
revisions are very minimal, if at all.)
6. If any property owners appeal the Assessments for their property, SCI shall
investigate the assessment amount and basis for appeal and shall make a
recommendation and finding for the City. In the event that the City finds
that the Assessments or assessment rate should be adjusted, SCI will adjust
the Assessments according to the City's final determination. (Such appeals
are vyr rare.)
7. For any property owner appeals, SCI will coordinate with the City and
property owners as appropriate.
DEFENSE AND SUPPORT OF THE ASSESSMENTS
Provide a full response and support of the assessments and basis for the
assessments to any person who questions the assessments or the legal basis
for the assessments.
2. Provide a full response to any questions or issues raised about the
assessments.
3. In the event of any legal challenge or petition against the assessments,
provide any and all profession, assessment engineering and technical
support and defense of the assessments. If such services are required, they
would be provided in close collaboration with the City.
ADDITIONAL SERVICES INCLUDED
Computer services to convert and compile Assessor data into database
format and computer services to format and submit levy data for the County
Auditor.
2. Duplication of up to 10 copies of the Engineer's Reports.
3. Computer services to convert assessment data into format required by the
County Auditor.
DELIVERABLES
A report of parcel and assessment revisions, including new and retired
parcels and parcels that have changed in use.
2. Updated Assessment Boundary Diagrams and maps, as needed.
CITY OF MOORPARK PAGE 14
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 265
3. A review of the cost estimates, budgets and proposed services and
improvements for the upcoming fiscal year.
4. Important updates and enhancements to the assessment justification and
Engineer's Reports to address recent Proposition 218 and legal
developments.
S. Preliminary Assessment Rolls and Engineer's Reports.
6. Final Assessment Rolls and Engineer's Reports.
7. Resolutions, notices, draft staff reports and other supporting documents for
the continuation of the Assessments.
8. Assistance with the public meetings and hearings for the continuation of the
Assessments.
9. Final Assessment Roll for inclusion on the fiscal year 2011 -12 Tax Roll.
10. Forms and certifications required by the County Auditor/Tax Collector.
11. An electronic copy of the assessment data submitted to the County
Auditor/Tax Collector.
12. Confirmation of the final Assessments prior to the issuance of tax bills.
13. A report confirming the final assessment levy amounts.
14. Delinquency reporting.
15. Toll free taxpayer assistance telephone number to be provided to the City,
the County Auditor and Tax Collector.
16. Prompt and direct response to taxpayer questions throughout the term of
this proposal.
17. Summary information about the Assessments, City and services funded, to
be provided to the County Auditor and Tax Collector.
18. Online or computer based software program to view status of the
Assessments, parcels and property information within the assessment
district and each zone of benefit.
19. Website URL for more information about the Assessments to be provided to
the City, the County Auditor and Tax Collector.
20. Periodic reports to the City regarding the Assessments, assessment
collections and other developments that may affect the Assessments.
21. Assistance with the preparation, printing and mailing of direct assessment
bills for any parcels that are not included on the County Tax Collectors Tax
Roll, such as parcels that are traditionally exempt from property taxes.
CITY OF MOORPARK PAGE 15
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010
266
CLIENT RESPONSIBILITIES
Under the Scope of Services, SCI Consulting Group would handle all services specified
in the Scope of Work and any other related services as appropriate for the Levy
Administration Services. The City would be responsible for the following:
1. Meet periodically with SCI as required.
2. Provide information and documentation regarding proposed budgets and
improvement projects and other information as required.
3. Review resolutions, notices, draft staff reports and other supporting
documents by City staff and legal counsel.
4. Assist with the review of all information presented and prepared by SCI.
5. Assist with planning and coordination of action items, scheduling of agenda
items and Board meetings.
CITY OF MOORPARK PAGE 16
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 267
SCOPE OF WORK — NEW ASSESSMENT FORMATIONS
This section outlines the engineering services and other responsibilities SCI would
assume in assisting with the formation of a new landscaping and lighting assessment
district. This proposal includes all engineering services, data analysis, project
coordination and other related tasks associated with such formation.
Definitions:
City: City of Moorpark, its staff and council.
Assessment District: New assessment districts proposed for formation by
Petition and Waiver
SCI or Engineer: SCI Consulting Group, and any and all employees.
Administration: Services related to the determination, levy and
collection of tax or assessment revenues.
Initial Planning and Analysis
Meet with City Staff and Council as needed to establish the boundaries to be
used, timeline and a description of the work to be performed.
2. As required, meet with any local property owners involved with the
formation of the Assessment District to understand their issues and other
factors concerning the Assessment District.
Engineer's Report
Obtain data from the County Assessor for all parcels within the proposed
boundaries.
2. Obtain copies of Assessor Parcel Maps and prepare the Boundary Map and
Assessment Diagrams.
3. Research and determine other property information required for benefit
apportionment such as assessable land area, number of residential dwelling
units, and proximity to improvements to be financed, etc.
4. Analyze the potential tax base and estimate special benefit received by each
assessable parcel in compliance with the provisions of Proposition 218. In
addition, evaluate and quantify general benefits.
S. Describe the improvements to be financed.
CITY OF MOORPARK PAGE 17
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 268
6. Develop cost estimates for improvements and expenses to be paid by the
proposed Assessment District.
7. In conjunction with City Staff determine the recommended method of
assessment.
8. Using the project cost estimates and the assessment rules, allocate the
estimated cost of improvements and expenses to all parcels within the
boundaries of the Assessment District based on special benefit received.
9. Prepare an Assessment Diagram for the proposed Assessment District.
10. Prepare the Assessment Roll listing parcel number, assessment number,
owner name and assessment amount for each Assessor Parcel within the
Assessment District.
11. Prepare an Engineer's Report in compliance with the provisions of Article
XIIID of the California Constitution which includes the boundaries of the
District, description of improvements, improvement plans, facility locations,
benefit analysis, all costs, analysis of general verses special benefit,
assessments, assessment diagram and other information and data.
12. If required, attend the public hearing for the proposed Assessment District,
respond to all questions and make presentation(s) as required.
Project Administration Throughout Fiscal Year.
1. If the assessments are confirmed by the City Council, perform tasks needed
to submit the assessment levy.
2. File approved assessment roll, in the required computer format, with the
County Auditor for inclusion on upcoming year property tax bills.
3. Develop and maintain a database for each parcel within Assessment District
boundaries. The data for each parcel will include the assessment, parcel
number, mailing address, site address, parcel type and other relevant
information.
4. Confirm the assessments to be levied by the County Auditor and research
and update any assessments as required.
5. Track and confirm assessment proceeds and provide periodic reports to the
City.
CITY OF MOORPARK PAGE 18
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 269
6. Provide the County Auditor with our toll -free 800 phone line so property
owners can directly contact Engineer throughout the fiscal year regarding
specific assessments, procedures and any other issues.
Other Responsibilities:
Meet periodically with City Staff, City Council, legal counsel, and /or other
parties. For such meetings, we will prepare exhibits and other relevant
materials.
2. Coordinate the development of administrative procedures with the City
Staff.
3. All services will be performed on a timely basis and in accord with a timeline
developed in conjunction with City Staff.
Additional Services Included
Computer services to convert and compile Assessor data into database
format and computer services to format and submit levy data for the County
Auditor.
2. Duplication of up to 10 copies of the Engineer's Reports.
3. Computer services to convert assessment data into format required by the
County Auditor.
CITY OF MOORPARK PAGE 19
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 270
COMPENSATION
In consideration for the performance of the Scope of Work, Engineer shall be
compensated as follows:
1) Compensation for assessment administration services as detailed herein for
the Landscaping and Lighting Assessment Districts shall be payable as follows:
A. For fiscal year 2011 -12:
1. Upon the filing of the Engineer's Reports for City Council
consideration, the sum of $4,000 shall be due.
2. Upon confirmation of the assessment levies with the County Auditor,
the sum of $3,000 shall be due.
3. On January 31, 2012, the sum of $2,850 shall be due.
B. For fiscal year 2012 -13:
1. Upon the filing of the Engineer's Reports for City Council
consideration, the sum of $4,000 shall be due.
2. Upon confirmation of the assessment levies with the County Auditor,
the sum of $3,000 shall be due.
3. On January 31, 2013, the sum of $2,850 shall be due.
C. For fiscal year 2013 -14:
1. Upon the filing of the Engineer's Reports for City Council
consideration, the sum of $4,000 shall be due.
2. Upon confirmation of the assessment levies with the County Auditor,
the sum of $3,000 shall be due.
3. On January 31, 2014, the sum of $2,850 shall be due.
D. For fiscal year 2014 -15:
1. Upon the filing of the Engineer's Reports for City Council
consideration, the sum of $4,500 shall be due.
2. Upon confirmation of the assessment levies with the County Auditor,
the sum of $3,000 shall be due.
3. On January 31, 2015, the sum of $2,850 shall be due.
CITY OF MOORPARK PAGE 20
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010 271
E. For fiscal year 2015 -16:
1. Upon the filing of the Engineer's Reports for City Council
consideration, the sum of $4,500 shall be due.
2. Upon confirmation of the assessment levies with the County Auditor,
the sum of $3,000 shall be due.
3. On January 31, 2016, the sum of $2,850 shall be due.
2) Compensation for assessment administration services as detailed herein for
the Parks and Recreation Maintenance and Improvement District shall be payable
as follows:
A. For fiscal year 2011 -12:
1. Upon the filing of the Engineer's Reports for City Council
consideration, the sum of $3,900 shall be due.
2. Upon confirmation of the assessment levies with the County Auditor,
the sum of $3,000 shall be due.
3. On January 31, 2012, the sum of $2,450 shall be due.
B. For fiscal year 2012 -13:
1. Upon the filing of the Engineer's Reports for City Council
consideration, the sum of $3,900 shall be due.
2. Upon confirmation of the assessment levies with the County Auditor,
the sum of $3,000 shall be due.
3. On January 31, 2013, the sum of $2,450 shall be due.
C. For fiscal year 2013 -14:
1. Upon the filing of the Engineer's Reports for City Council
consideration, the sum of $3,900 shall be due.
2. Upon confirmation of the assessment levies with the County Auditor,
the sum of $3,000 shall be due.
3. On January 31, 2014, the sum of $2,450 shall be due.
D. For fiscal year 2014 -15:
1. Upon the filing of the Engineer's Reports for City Council
consideration, the sum of $4,400 shall be due.
CITY OF MOORPARK PAGE 21
PROPOSAL FOR LEVY ADMINISTRATION, DECEMBER 2010
272
2. Upon confirmation of the assessment levies with the County Auditor,
the sum of $3,000 shall be due.
3. On January 31, 2015, the sum of $2,450 shall be due.
E. For fiscal year 2015 -16:
1. Upon the filing of the Engineer's Reports for City Council
consideration, the sum of $4,400 shall be due.
2. Upon confirmation of the assessment levies with the County Auditor,
the sum of $3,000 shall be due.
3. On January 31, 2016, the sum of $2,450 shall be due.
3) The total compensation for the Scope of Work - New Assessment Formations
shall be $2,500, for each New Assessment District payable upon submission of the
Engineer's Report.
4) Customary incidental out -of- pocket expenses including assessor data, legal
notices, travel and meetings shall be billed as incurred. The total amount for such
costs shall not exceed $2,200 for each fiscal year of assessment administration plus
an additional $500 for each new assessment formation, without prior
authorization from the City.
Note: All costs associated with this proposal can be financed or refunded by
assessment proceeds.
CITY OF MOORPARK PAGE 22
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273