Consulting Services Real Property

The City is seeking to secure one (1) consulting firm to provide Special District administration services as outlined herein. The successful candidate will be an independent, third-party Consultant that will be expected to be available on a continuing and short-term basis, to provide immediate responses to requests for guidance or answers to questions received from City staff, property owners, bond holders, developers, and representatives of the above.The City will provide the consultant with access to information on all building permits issued during the periods specified in the Method of Apportionment included in the Engineer’s Report and / or Rate and Method of Apportionment of Special Tax for each District. The Consultant will obtain and review building permit information, final maps, and site development plans for all Districts as well as all relevant information on file. Note that all building permits may refer to lot numbers rather than parcel numbers, addresses, final maps and site development plans for all Districts as well as all relevant information on file. Additionally, current Assessor Parcel listings shall be obtained.2. Based on information provided by the County and the City on currently valid parcels, Consultant shall update and maintain the database for each District. This database may need to be created within the initial year of service. The databases used for fee calculation must be separated where is more than one billing area. Changes in billing category (from “Undeveloped” to “Developed”) must be input. Acreage for developed and extended areas shall be subtracted from the Undeveloped acreage.3. The Consultant shall calculate the maximum Special Tax rates by adjusting the previous year’s rates as specified in the Rates and Method of Apportionment of each Special District. Based on information provided by the City regarding budget requirements for the following fiscal year, fund balances, and reserve requirements, the actual Special Tax rates for each billing category shall be determined and the costs distributed in accordance with the Rate and Method of Apportionment for each District.4. Prior to June 30, Consultant will provide the City with Assessment rates for each District, and each billing category within said District.5. Prior to County submittal, the Consultant will provide the City a computer file or other mutually agreed upon format that will include the District number, parcel number, and the maximum Special Tax charge on each parcel in a format which will be acceptable to the County of San Bernardino Auditor – Controller’s Office.6. The Consultant shall compile and transmit a complete list of the actual Special Tax / Assessment Levies for each assessor’s parcel within each Special District, via a computer file, to the County Tax Collector and the County Assessor, prior to the last working day in July. Note that since there will be a separate fund maintained for eachExhibit ADistrict, the list for each District must be kept separately. The Consultant shall make any corrections to the information on the file as requested by the County prior to the established deadline.7. The Consultant shall prepare all applicable annual preliminary and final Engineer’s Reports as well as the corresponding Staff Reports, Resolutions, and Ordinances to submit to the City. Additionally, the Consultant will prepare applied and/or annual reports. Reports shall include information and assumptions used to derive the maximum and annua rates, a report on Special Taxes owed, with parcel numbers given; the amount of delinquent taxes to be spread over the undeveloped parcels; and a list of all parcels in each District with the following information: maximum allowable charge and actual charge.8. Based upon the information obtained from the County, the Consultant shall prepare annual delinquency reports in order to determine the amount of delinquent taxes, which will need to be spread to the undeveloped parcels.