Exhibit A -SCG Proposal — Lake Elsinore City Council, May 14, 2024

Via Electronic Mail
April 16, 2024
Ms. Shannon Buckley
Assistant City Manager
City of Lake Elsinore
130 South Main Street
Lake Elsinore, CA 92530
RE: SCG-Spicer ConsulƟng Group Proposal for Special Tax AdministraƟon Services for FY 2024-25 Dear Ms. Buckley:

Thank you for considering Spicer Consul Ɵng Group (SCG) to serve the City of La ke Elsinore (City) to provide Special Tax AdministraƟon Services of the City’s Special Districts. SCG is pleased to submit this proposal to provide Special Tax AdministraƟon Services and appreciates the opportunity to conƟnue to partner with the City for these important service. We propose to be compensated a ﬁxed fee of $656,194.30 for Fiscal Year 2024-25 as follows for services performed according to the scope of services listed in A Ʃachment A for the below list of Special Districts. The proposed compensaƟon shall increase following FY 2024-25 annually by 3%. A detailed list of Special Districts is included in AƩachment B.

Annual AdministraƟon/Annual Levy/ReporƟng
DescripƟon FY 2024-25
Landscape & LighƟng Maintenance Districts
Citywide LMD (Zones A thru D) $23,534.67
LMD 1 (Zones 1 thru 25) $23,534.68
Reassessment District No. 2021-1 $23,534.69
Community FaciliƟes Districts – Services – 38 Districts/Zones $103,509.80 Community FaciliƟes Districts – FaciliƟes – 45 Districts $398,637.11 CSA 152 $6,193.34
Weed Abatement $3,090.00
Nuisance Abatement $3,090.00
STAX ApplicaƟon Maintenance $71,070.00
Totals $656,194.30
Annual Administration New CFDs, Annexations, and Services Service DescripƟon Fee
CFD - FaciliƟes Monitoring – No Development $2,500
Pre Bond Issuance - (per Improvement Area) – Some Development $5,000 Bonded - Post Bond Issuance (per Improvement Area/Bond Series) $7,500 CFD 2015-1 Per Annexa Ɵon $500
CFD 2015-2 Residen Ɵal per Zone (Range - $500 to $1,800 per Zone) Varies Commercial per Zone $500
Ms. Shannon Buckley
City of Lake Elsinore

Page 2 ends

Consulting Services
Services Fee
CFD FormaƟon Services $25,000
Plus: per Improvement Area $5,000
Bond Issuance Services $25,000
CFD 2015-1 AnnexaƟon Services $10,000
CFD 2015-2 AnnexaƟon Services $10,000
For additional services for the services performed related to the projects which are not listed herein, compensation shall be stated upon written request of such services or at the hourly rates set forth.

Hourly Rates
Title Rate
Principal $245
Senior Associate $175
Associate $120
Mapping Technician $110
AdministraƟve Support $85
It is our objecƟve to provide the City with a high-quality work product while being soluƟon oriented, and value added.

We look forward to working with the City on this exciƟng project and establishing a long-standing relaƟonship. If you have any quesƟons regarding our proposal, or if addiƟonal informaƟon is needed, please contact me directly at (951) 520-3331 or email me at [email protected].

Sincerely,
Spicer Consulting Group

Shane Spicer
Managing Director

ATTACHMENT A

Scope of Services
Assessment District AdministraƟon

1. CalculaƟon of Special Assessments: SCG will annually calculate and appor Ɵon the special assessments for each District in accordance with the Method of Appor Ɵonment included in the Engineer’s Report. The annual calculaƟon will consist of the principal, interest, and administraƟon costs necessary to saƟsfy the special assessment requirement.

2. Annual Levy Prepara Ɵon and Submi Ʃal: SCG will determine the Annual Levy requirement for the current Fiscal Year on or before August 10. SCG will calculate and prepare the annual levy for the Districts in a format and media acceptable for direct submission to the Riverside County Auditor-Controller's Oﬃce, including the enabling resolu Ɵon, prior to the statutory deadline and shall perform adjustments and correcƟons to the levies on the property tax rolls as necessary.

3. Staﬃng and Contact InformaƟon: SCG will provide a toll-free telephone number, of SCG designaƟon, for inclusion on the regular property tax billing next to the speciﬁc line item to facilitate contact with the public, and provide payo ﬀ calcula Ɵons, if requested. City Sta ﬀ may also refer property owners, Ɵtle companies and other interested parƟes to that toll-free number in regard to the parcel tax proceedings and annual installments.

4. Annual Levy Report: SCG will prepare any necessary documentaƟon required for assessments of the special assessment to be submi Ʃed to the County for enrollment. SCG will also provide the City with a Levy Report for the annual assessment enrollments for the Districts. These reports will provide the City a full lisƟng of the parcels levied for each District including informaƟon relevant to the calculaƟon of the assessment.

5. ReapporƟonments (Reimbursable by the property owner) SCG will, in a Ɵmely manner and pursuant to the applicable statutory provisions, prepare assessment apporƟonments, which shall include:
i. preparaƟon of amended assessment diagrams;
ii. apporƟoning the assessment to divided parcels;
iii. preparaƟon and delivery of the required noƟce to the original bond purchaser(s); iv. recordaƟon of required noƟce and amended assessment diagrams, v. preparaƟon (if necessary) of required disclosure document, as required by the Department of Real Estate (RE624 Forms). Services related to apporƟonments shall be at the expense of the aﬀected property.

6. Provide City Sta ﬀ Support: SCG will support City sta ﬀ in researching current and historical tax roll informaƟon, ownership, and provide payo ﬀ calculaƟons per the Engineer’s Report for the Assessment Districts.

7. Annual ConƟnuing Disclosure: SCG will prepare Annual ConƟnuing Disclosure Reports that meet the guidelines of the Con Ɵnuing Disclosure requirements for each D i s t r i c t a s s t a t e d b y t h e c o nƟnuing disclosure cerƟﬁcate under SEC Rule 10b-5and 15c2-12. SCG will provide this report to the City for review and approval. Upon approval SCG will disseminate the reports as the dissemina Ɵon agent with the Municipal SecuriƟes Rule Making Board (MSRB) using Electr onic Municipal Market Access (EMMA) and to any other party directed by the applicable conƟnuing disclosure agreement.

8. Disclosure for Prospec Ɵve Property Purchases: SCG will assist City sta ﬀ with providing the proper disclosure of Assessment informa Ɵon for prospec Ɵve property purchases as required by Sec Ɵons 53340.2 (b) and 53341.5 of the State of California Government Code.

ATTACHMENT A

9. Release of Lien: SCG will prepare the Release of Lien, required by Revenue and Taxa Ɵon Code 163, upon conﬁrmaƟon a prepayment has been made by the property owner. SCG will record the release within ﬁve (5) days of receiving the signed release and provide a copy to the City.

10. Bond Call: SCG will perform an analysis to determine the par amount of the bonds to be called, to calculate any applicable premium, and to determine which maturiƟes to call from and prepare a revised debt service schedule. SCG will coordinate the bond call with the Fiscal Agent/Trustee to ensure that bonds are called per the redempƟon provisions of the bond issue.

11. Delinquency Monitoring: SCG will provide delinquency management services to the City regarding their Districts. SCG will monitor delinquencies as required for the Annual Con Ɵnuing Disclosure agreement and provide delinquency reporƟng, prepare noƟﬁcaƟons to property owners, coordinate with the City and Foreclosure Counsel, assist in the collecƟon process, and help monitor any payment plans.

12. Data CollecƟon: SCG will obtain the latest assessor’s parcel maps and equalized tax roll informaƟon from the Riverside County Assessor’s Oﬃce, for the parcels within the Districts. The database will include ﬁnal tract and/or parcel map recordaƟon informaƟon, building permits, and the appropriate building and parcel informaƟon, as well as cerƟﬁcate of compliance informaƟon for properƟes within each District.

13. Budget Review: SCG will review each District budget provided by the City and coordinate with City staﬀ to assist with accurate cost-recovery accoun Ɵng, incorporaƟng the actual maintenance costs into the District budget to achieve maximum cost-to-beneﬁt equity.

14. Viewable Database: SCG will obtain the latest Geographic InformaƟon System (GIS) shape ﬁles to be used for the calcula Ɵon of the annual district assessments and make readily viewable using a KML ﬁle accessible and searchable, including APN and street address, using Google Earth.

15. Annual Enrollment Correspondence: SCG will prepare all ProposiƟon 218 compliance forms for each fund number uƟlized by the City for the Auditor-Controller’s Oﬃce, as well as any summary statements and authorized signature forms. SCG will idenƟfy and discuss with City staﬀ any legislaƟon impacts and changes made to the documents.

16. ResubmiƩals and Adjusted Property Tax Bills: If any changes to the secured tax roll necessitate correcƟons/revisions a Ōer the deadline, SCG will research, recalculate and, with the City approval, recƟﬁes the issue. We will no Ɵfy the City of the assessor’s parcel numbers that were rejected by the County and therefore may not be assessed.

17. Handbills: SCG will prepare and mail hand bills for those parcels the County does not generate a tax bill. The handbills would include the City le Ʃerhead, invoices with two (2) installments, and would be payable directly to the City.

18. California Debt and Investment Advisory Commission (CDIAC): SCG will prepare all reports for the City’s approval of any State and/or Federal reporƟng requirements pertaining to each District including the California Debt and Investment Advisory Commission (CDIAC), if applicable.

19. AB 2109: SCG will prepare all reports for the City’s approval of any State and/or Federal repor Ɵng requirements including the Assembly Bill 2109, if applicable.

20. SB 165 Repor Ɵng: SCG will provide all materials to assist the City in preparing reports for the legislaƟon that was approved in 2001 requiring addi Ɵonal reporƟng requirements outlined in Sec Ɵon 53411 of the Government Code (a) and (b).

21. Indenture Compliance: SCG will periodically review and mo nitor the City’s compliance with the Indenture of Trust or Fiscal Agent Agreement as it relates to the ﬂow of the special taxes. This will be

ATTACHMENT A

incorporated in the annual budget review process.

Community FaciliƟes District AdministraƟon

1. Debt Service Component: SCG will coordinate with the City’s ﬁscal agent to review debt service schedules and determine the amount needed to pay principal and interest on the outstanding bonds.

We independently maintain a debt service schedule for each bonded District as quality assurance and verify the appropriate debt service amounts are idenƟﬁed.

2. CalculaƟon of Special Taxes: SCG will annually calculate and appor Ɵon the special taxes for each District in accordance with the Rate and Method of ApporƟonment (RMA) of the Special Tax. The annual calculaƟon will consist of assigning the special tax classes to each parcel within the District per the RMA and determine the special tax amount that will saƟsfy the special tax requirement.

3. Annual Levy Prepara Ɵon and Submi Ʃal: SCG will determine the Annual Levy requirement for the current Fiscal Year on or before August 10. SCG will calculate and prepare the annual levy for the Districts in a format and media acceptable for direct submission to the Riverside County Auditor-Controller's Oﬃce, including the enabling resolu Ɵon, prior to the statutory deadline and shall perform adjustments and correcƟons to the levies on the property tax rolls as necessary.

4. Staﬃng and Contact InformaƟon: SCG will provide a toll-free telephone number, of SCG designaƟon, for inclusion on the regular property tax billing next to the speciﬁc line item to facilitate contact with the public, and provide payo ﬀ calcula Ɵons, if requested. City Sta ﬀ may also refer property owners, Ɵtle companies and other interested parƟes to that toll-free number in regards to the special tax proceedings and annual installments.

5. Annual Levy Report: SCG will prepare any necessary documentaƟon required for assessments of the special tax to be submiƩed to the County for enrollment. SCG will also provide the City with a Levy Report for the tax enrollments for the Districts. These reports will provide the City a full lis Ɵng of the parcels levied for each District including informaƟon relevant to the calculaƟon of the assessment for the City’s approval.

6. Disclosure for Prospec Ɵve Property Purchases: SCG will assist City sta ﬀ with providing the proper disclosure of Assessment informa Ɵon for prospec Ɵve property purchases as required by Sec Ɵons 53340.2 (b) and 53341.5 of the State of California Government Code.

7. Annual ConƟnuing Disclosure: SCG will prepare Annual ConƟnuing Disclosure Reports that meet the guidelines of the Con Ɵnuing Disclosure requirements for each D i s t r i c t a s s t a t e d b y t h e c o nƟnuing disclosure cerƟﬁcate under SEC Rule 10b-5and 15c2-12. SCG will provide this report to the City for review and approval. Upon approval SCG will disseminate the reports with the Municipal SecuriƟes Rule Making Board (MSRB) using Electronic Municipal Market Access (EMMA) and to any other party directed by the applicable conƟnuing disclosure agreement.

8. Bond Call: SCG will perform an analysis to determine the par amount of the bonds to be called, to calculate any applicable premium, and to determine which maturiƟes to call from and prepare a revised debt service schedule. SCG will coordinate the bond call with the Fiscal Agent/Trustee to ensure that bonds are called per the redempƟon provisions of the bond issue.

10. Delinquency Monitoring: SCG will provide delinquency management services to the City regarding their Districts. SCG will monitor delinquencies as required for the Annual Con Ɵnuing Disclosure

ATTACHMENT A

agreement and provide delinquency reporƟng, prepare noƟﬁcaƟons to property owners, coordinate with the City and Foreclosure Counsel, assist in the collecƟon process, and help monitor any payment plans.

11. Foreclosure CoordinaƟon (Bonded Districts Only): SCG will assist in preparing documents submi Ʃed by the City requesƟng authorizaƟon of foreclosure acƟon. This includes preparaƟon and recordaƟon of the NoƟce of Intent to Commence Foreclosure, prepara Ɵon of Exhibits for the Resolu Ɵon commencing foreclosure, and coordinaƟon of the removal of the assessments approved for foreclosure from the tax roll. SCG will provide delinquent amounts (including penalty and interest at the Ɵme the foreclosure is transferred) to City staﬀ.

12. Bond RaƟng Agencies: SCG will assist City staﬀ in providing informaƟon to bond raƟng agencies when needed.

13. Current and Future CFD Laws: SCG is well versed in all case laws approved aﬀecƟng assessment and special tax districts. We con Ɵnue to a Ʃend educa Ɵonal seminars and confer ences and discuss these issues with other industry professionals on an annual basis. SCG will provide City Sta ﬀ with periodic updates as new case law is approved and keep the City in compliance with all statutory and regulatory laws related to the City’s special ﬁnance districts.

14. NoƟce of Special Tax: SCG will provide and record a No Ɵce of Special Tax Disclosure as required by California Government Code SecƟons 53340.2(b) and 53341.5.

15. SB 165 Repor Ɵng: SCG will provide all materials to assist the City in preparing reports for the legislaƟon that was approved in 2001 requiring addi Ɵonal reporƟng requirements outlined in Sec Ɵon 53411 of the Government Code (a) and (b).

16. AB 2109: SCG will prepare all reports for the City’s approval of any State and/or Federal repor Ɵng requirements including the Assembly Bill 2109, if applicable.

17. California Debt and Investment Advisory Commission (CDIAC): SCG will prepare all reports for the City’s approval of any State and/or Federal reporƟng requirements pertaining to each District including the California Debt and Investment Advisory Commission (CDIAC), if applicable.

18. Annual ReporƟng AB 1666: SCG will provide an Annual Report (AB 1666) to the City which will include idenƟﬁcaƟon of the Community FaciliƟes District (CFD) administraƟve cost items eligible for the recovery by the public agency, review of fund balances and any surplus/deﬁcit funds, debt service requirements, delinquency reporƟng, and a cover leƩer providing any related recommendaƟons or issues. The report will include a series of schedules, including a Dist rict summary that will be useful for City sta ﬀ to reference.

19. MeeƟngs: SCG will a Ʃend City Mee Ɵngs, Public Hearings, and/or sta ﬀ mee Ɵngs annually as determined by the City for the annual enrollment. We will a Ʃend addi Ɵonal hearings and public meeƟngs as required by the appropriate improvement act(s) fully prepared to present all necessary tesƟmony and to respond to all public comments.

20. Data CollecƟon: SCG has the latest assessor’s parcel maps and equalized tax roll informa Ɵon from the Riverside County Assessor’s Oﬃce, including Geographic InformaƟon System (GIS) shape ﬁles for the parcels within the Districts. The database will include ﬁnal tract and/or parcel map recorda Ɵon informaƟon, building permits, and the appropriate building and parcel informaƟon, as well as cerƟﬁcate of compliance informaƟon for properƟes within each District to be used for the calculaƟon of the annual district assessments and made readily viewable using a KML ﬁle accessible and searchable, including APN and street address, using Google Earth.

ATTACHMENT A

21. Budget Review: SCG will review each District budget provided by the City and coordinate with City staﬀ to assist with accurate cost-recovery accoun Ɵng, incorporaƟng the actual maintenance costs into the District budget to achieve maximum cost-to-beneﬁt equity.

22. Annual Enrollment Correspondence: SCG will prepare all ProposiƟon 218 compliance forms for each fund number uƟlized by the City for the Auditor-Controller’s Oﬃce, as well as any summary statements and authorized signature forms. SCG will idenƟfy and discuss with City staﬀ any legislaƟon impacts and changes made to the documents.

23. ResubmiƩals and Adjusted Property Tax Bills: If any changes to the secured tax roll necessitate correcƟons/revisions aŌer the deadline, SCG will research, recalculate and, with the City approval, recƟfy the issue. We will noƟfy the City of the assessor’s parcel numbers that were rejected by the County and therefore may not be assessed.

24. Handbills: SCG will prepare and mail hand bills for those parcels the County does not generate a tax bill. The hand bills would include the City le Ʃerhead, invoices with two (2) installments, and would be payable to the directly to the City.

25. Prepayment CalculaƟon: SCG will calculate the special tax prepayment amount for a parcel(s) and provide any addi Ɵonal informaƟon as requested related thereto. The party reques Ɵng the calcula Ɵon shall pay the fee of any prepayment calculaƟon.

26. Indenture Compliance: SCG will periodically review and mo nitor the City’s compliance with the Indenture of Trust or Fiscal Agent Agreement as it relates to the ﬂow of the special taxes. This will be incorporated in the annual budget review process.

Landscape and LighƟng Maintenance District AdministraƟon

1. Services CoordinaƟon: SCG will schedule an annual kick-oﬀ meeƟng with the City staﬀ to conﬁrm the schedule of events for the administraƟon and to determine the procedural and ﬁnancial consideraƟons including; reviewing budgets, discuss the appropriate land use classiﬁcaƟons and discuss and idenƟfy the boundaries. SCG will work with the City to collect and review parcel data to the City’s Landscape and LighƟng Maintenance Districts (LLMD’s).

2. Data CollecƟon: SCG has the latest assessor’s parcel maps and equalized tax roll informa Ɵon from the Riverside County Assessor’s Oﬃce, including Geographic InformaƟon System (GIS) shape ﬁles for the parcels within the Districts. The database will be used for the calcula Ɵon of the annual district assessments and made readily viewable using a KML ﬁle accessible and searchable, including APN and street address, using Google Earth.

3. Engineer’s Report Prepara Ɵon: SCG will prepare sec Ɵons and/or complete preliminary and ﬁnal annual Engineer’s Report pursuant to Landscaping and Ligh Ɵng Act of 1972 and the provisions of California Ar Ɵcle XIIID (Proposi Ɵon 218). These reports will in clude the following required items: i) a general descrip Ɵon of the District, which may include key historical facts, zone designa Ɵons and discussion of the District bene ﬁts; ii) a descrip Ɵon of the plans and improvement speci ﬁcaƟons; iii)
descripƟon of the method of appor Ɵonment; iv) a map of the District; v) an assessment roll of the esƟmated cost to each parcel; and vi) an a ﬃdavit staƟng that a professional engineer has prepared the report.

4. ReporƟng: SCG will provide the City with an electronic copy of the Engineer’s Reports containing the informaƟon used to calculate the annual assessment amount for each parcel as well as a summary of the total annual levy for the District.

5. Annual Levy Prepara Ɵon and Submi Ʃal: SCG will determine the Annual Levy requirement for the

ATTACHMENT A

current Fiscal Year on or before August 10. SCG will calculate and prepare the annual levy for the Districts in a format and media acceptable for direct submission to the Riverside County Auditor-Controller's Oﬃce, including the enabling resolu Ɵon, prior to the statutory deadline and shall perform adjustments and correcƟons to the levies on the property tax rolls as necessary.

6. ExcepƟons List and Parcel Updates: SCG will research, recalculate and, with the City’s approval, re- submit any revisions to the parcel excepƟons list from the County. SCG will prepare any addiƟonal County required correspondences relaƟng to the submiƩal, correcƟon, or removal of assessment to the County tax roll for the City.

7. Staﬃng and Contact InformaƟon: SCG will provide a toll-free telephone number, of SCG designaƟon, for inclusion on the regular property tax billing next to the speciﬁc line item to facilitate contact with the public. City Staﬀ may also refer property owners, Ɵtle companies and other interested parƟes to that toll- free number regarding the special tax proceedings and annual installments.

8. Annual Levy Report: SCG will provide the City with an Annua l Levy Detail and Levy Summary Report for the ﬁnal tax enrollments for the Districts. These reports will provide the City a full lisƟng of the parcels levied for each District including informa Ɵon relevant to the calcula Ɵon of the assessment. The levy summary report will provide a summary of the total levy enrolled compared to the approved budget and include a descripƟon for any variances for the City.

9. Annual Enrollment Correspondence: SCG will prepare all ProposiƟon 218 compliance forms for each fund number uƟlized by the City for the Auditor-Controller’s Oﬃce, as well as any summary statements and authorized signature forms. SCG will idenƟfy and discuss with City staﬀ any legislaƟon impacts and changes made to the documents.

10. Timeline: As a result of this mee Ɵng SCG will prepare and maintain a Ɵmeline iden Ɵ fying the
sequence of events, responsibiliƟes, and due dates and be in constant communicaƟon with City Staﬀ of these requirements. Periodic adjustments will be made to address the City’s scheduling requirements or proposed District changes.

11. MeeƟngs: SCG will aƩend City Council mee Ɵngs, public hearings, and/or sta ﬀ meeƟngs annually as determined by the City for the annual enrollment. We will aƩend addiƟonal hearings and public meeƟngs as required by the appropriate improvement act(s) fully prepared to present all necessary tesƟmony and to respond to all public comments.

12. Budget Review: SCG will review each District budget provided by the City and coordinate with City staﬀ to assist with accurate cost-recovery accoun Ɵng, incorporaƟng the actual maintenance costs into the District budget to achieve maximum cost-to-beneﬁt equity.

13. ReporƟng: SCG will complete all reports required by the County, State and Federal agencies.

County Service Area 152 District AdministraƟon

1. Annual Levy Prepara Ɵon and Submi Ʃal: SCG will determine the Annual Levy requirement for the current Fiscal Year on or before August 10. SCG will calculate and prepare the annual levy for the Districts in a format and media acceptable for direct submission to the Riverside County Auditor-Controller's Oﬃce, including the enabling resolu Ɵon, prior to the statutory deadline and shall perform adjustments and correcƟons to the levies on the property tax rolls as necessary.

2. Staﬃng and Contact InformaƟon: SCG will provide a toll-free telephone number, of SCG designaƟon, for inclusion on the regular property tax billing next to the speciﬁc line item to facilitate contact with the public. City Staﬀ may also refer property owners, Ɵtle companies and other interested parƟes to that toll- free number in regard to the special tax proceedings and annual installments.

ATTACHMENT A

3. Annual Levy Report: SCG will provide the City with an Annua l Levy Detail and Levy Summary Report for the ﬁnal tax enrollments for the Districts. These reports will provide the City a full lisƟng of the parcels levied for each District including informa Ɵon relevant to the calcula Ɵon of the assessment. The levy summary report will provide a summary of the total levy enrolled compared to the approved budget and include a descripƟon for any variances for the City.

4. ReporƟng: SCG will complete all reports required by the County, State and Federal agencies.

Weed Abatement

1. Database Management: SCG will maintain a comprehensive database of the District and Parcel informaƟon in a form such that the annual levy submission to Riverside County will follow the guidelines as outlined in the County’s ﬁxed charge submission packet. SCG will maintain all data related to individual parcels including special tax and assessment informa Ɵon, a regularly updated delinquency history (delinquent amounts for each parcel including penal Ɵes and interest, reference to those referred to foreclosure ac Ɵon, and paid prior year delinquency informa Ɵon), current property ownership informaƟon, assessed valuaƟon informaƟon, and much more.

2. Levy Calcula Ɵon and Levy Submission: SCG will, in consulta Ɵon with the City, determine the Levy requirement for the current Fiscal Year. The calcula Ɵon of the levy requirement will consist of the following:

3. Submit Installment Amounts to the County: Each Fiscal Year SCG shall prepare the annual levy for the program in a format and media acceptable for Riverside County Tax Collector prior to the requested deadline and shall perform adjustments and correc Ɵons to the levies as necessary. If correcƟons/revisions a Ōer deadline are necessary, SCG will research, recalculate and, with the City’s approval, recƟfy the issue.

4. Parcel Informa Ɵon: SCG will maintain current Assessor's Maps for the programs parcels and shall update annually, prior to enrollment of the current year's levy, any informa Ɵon necessary for use in calculaƟng the levy. We will work to establish lines of communica Ɵon and gain understanding of the
speciﬁc goals, components and criteria to meet the City’s needs.

5. ExcepƟons Research: SCG will research the excep Ɵons list from the County; and update parcel number changes in the database and calculate the beneﬁt assessment area, as well as report the revised parcels and updated levy amounts to City Staﬀ. SCG will also prepare for City Staﬀ any addiƟonal County- required correspondences relaƟng to the submiƩal, correcƟon, or removal of special taxes to the County tax roll.

6. Applied Report: Once ﬁnalized, SCG will provide the City with a hard copy and an electronic copy of the Annual Levy Report containing the informaƟon used to calculate the annual installment amount for each parcel as well as a summary of the total annual levy for the program.

7. Responses to Property Owner Ques Ɵons: SCG will serve as the ini Ɵal and primary contact to the property owners, Ɵtle companies and other interested par Ɵes regarding the program proceedings and annual installments.

8. Toll Free Number: SCG will provide a toll free phone number for the City to refer property owners, Ɵtle companies and other interested par Ɵes to in regard to program proceedings and annual installments.

ATTACHMENT A

Nuisance Abatement

4. Parcel Informa Ɵon: SCG will maintain current Assessor's Maps for the programs parcels and shall update annually, prior to enrollment of the current year's levy, any informa Ɵon necessary for use in calculaƟng the levy. We will work to establish lines of communica Ɵon and gain understanding of the speciﬁc goals, components and criteria to meet the City’s needs.

9. ExcepƟons Research: SCG will research the excep Ɵons list from the County; and update parcel number changes in the database and calculate the beneﬁt assessment area, as well as report the revised parcels and updated levy amounts to City Staﬀ. SCG will also prepare for City Staﬀ any addiƟonal County- required correspondences relaƟng to the submiƩal, correcƟon, or removal of special taxes to the County tax roll.

10. Applied Report: Once ﬁnalized, SCG will provide the City with a hard copy and an electronic copy of the Annual Levy Report containing the informaƟon used to calculate the annual installment amount for each parcel as well as a summary of the total annual levy for the program.

11. Responses to Property Owner Ques Ɵons: SCG will serve as the ini Ɵal and primary contact to the property owners, Ɵtle companies and other interested par Ɵes regarding the program proceedings and annual installments.

12. Toll Free Number: SCG will provide a toll free phone number for the City to refer property owners, Ɵtle companies and other interested par Ɵes to in regard to program proceedings and annual installments.

ATTACHMENT A

CONSULTING SERVICES
Annexation Services for CFD 2015-1 (Public Services):

1. Gathering InformaƟon: SCG will meet with the City’s Sta ﬀ, legal counsel, team of consultants and project proponents to con ﬁrm the annexa Ɵon schedule of events, procedural and ﬁnancial consideraƟons, establish the appropriate land use classiﬁcaƟons, and discuss and idenƟfy the boundaries of the proposed annexaƟon.

2. Data CollecƟon: SCG will obtain the latest assessor’s parcel maps and equalized tax roll informaƟon from the Riverside County Assessor’s Oﬃce for the parcels within the proposed Districts, and Geographic InformaƟon System (GIS) shape ﬁles or the annexaƟon.

3. AnnexaƟon Boundary Map: SCG will prepare the Annexa Ɵon Boundary Map, illustra Ɵng the boundaries of territory proposed for inclusion in the district, capturing the enƟrety of any parcel subject to taxaƟon by the district. The map shall meet the requirements of the Mello-Roos Act and the Riverside County Recorder’s Oﬃce. AddiƟonally, SCG will record the map with the Recorder’s Oﬃce.

4. ConsulƟng Services: SCG will provide consul Ɵng services and advice to the City as necessary. This includes due diligence to ensure accuracy in the process, and provide clear wriƩen documentaƟon in our approach to structuring the Rate and Method of Appor Ɵonment and the Special Tax roll. To assure and maintain quality assurance, SCG has ins Ɵtuted an internal audi Ɵng and review policy that requires a minimum of two individuals with the appropriate experƟse to review and audit any informaƟon prior to disseminaƟon of that informaƟon to the client.

5. MeeƟngs: SCG will a Ʃend two (2) informal mee Ɵngs or hearings held for the purpose of disseminaƟng informa Ɵon to the public, including a Ʃending property owner mee Ɵngs requested for homeowner associa Ɵons (HOA) that may request to annex into the CFD. Prior to such mee Ɵngs or hearings, SCG will be prepared to make a complete and factual presentaƟon. We will also aƩend two (2) public meeƟngs, as required by the appropriate improvement act(s), fully prepared to present necessary tesƟmony and respond to public comments.

6. Landowner ElecƟon: SCG will prepare a list of the owner names and acreages and obtain a cerƟﬁcate from the Registrar of Voters whether con ﬁrming there are, or are not, registered voters within the boundaries of the annexaƟon.

Notice of Special Tax Lien: SCG will provide a list of Assessor Parcels for the Notice of Special Tax Lien and record the notices.

Annexation Services for CFD 2015-2 (Maintenance Services)

3. Maintenance Data: SCG will coordinate with the City in determining what the necessary levels of services that would be required for proper allocaƟon per the Rate and Method of ApporƟonment for the annexaƟon.

4. Maintenance Tax Rates: SCG will establish a Special Tax Rate for each annexa Ɵon determining the

ATTACHMENT A

necessary revenues to cover operaƟons and maintenance costs including administraƟve costs. Based on the structure of the Special Tax formula, SCG will determine the appropriate methodology for allocaƟng the costs to the various land use classiﬁcaƟons consistent with the previously approved methodology of the City’s landscape, lighƟng, street, parks, and drainage maintenance programs.

5. AnnexaƟon Boundary Map: SCG will prepare the Annexa Ɵon Boundary Map, illustra Ɵng the boundaries of territory proposed for inclusion in the district, capturing the enƟrety of any parcel subject to taxaƟon by the district. The map shall meet the requirements of the Mello-Roos Act and the Riverside County Recorder’s Oﬃce. AddiƟonally, SCG will record the map with the Recorder’s Oﬃce.

6. ConsulƟng Services: SCG will provide consul Ɵng services and advice to the City as necessary. This includes due diligence to ensure accuracy in the process, and provide clear wriƩen documentaƟon in our approach to structuring the Rate and Method of Appor Ɵonment and the Special Tax roll. To assure and maintain quality assurance, SCG has ins Ɵtuted an internal audi Ɵng and review policy that requires a minimum of two individuals with the appropriate experƟse to review and audit any informaƟon prior to disseminaƟon of that informaƟon to the client.

7. MeeƟngs: SCG will a Ʃend two (2) informal mee Ɵngs or hearings held for the purpose of disseminaƟng informa Ɵon to the public, including a Ʃending property owner mee Ɵngs requested for homeowner associa Ɵons (HOA) that may request to annex into the CFD. Prior to such mee Ɵngs or hearings, SCG will be prepared to make a complete and factual presentaƟon. We will also aƩend two (2) public meeƟngs, as required by the appropriate improvement act(s), fully prepared to present necessary tesƟmony and respond to public comments.

8. Landowner ElecƟon: SCG will prepare a list of the owner names and acreages and obtain a cerƟﬁcate from the Registrar of Voters whether con ﬁrming there are, or are not, registered voters within the boundaries of the annexaƟon.

9. NoƟce of Special Tax Lien: SCG will provide a list of Assessor Parcels for the NoƟce of Special Tax Lien and record the noƟces.

CFD FormaƟon Services

1. Kickoﬀ MeeƟng and Gathering InformaƟon: SCG will work to establish lines of communica Ɵon and gain understanding of the speciﬁc goals, components and criteria to meet the City’s needs. SCG will meet with the City’s Sta ﬀ, legal counsel, team of consultants and project proponents to con ﬁrm the CFD’s schedule of events, procedural and ﬁnancial considera Ɵons, establish the appropriate land use classiﬁcaƟons and discuss and idenƟfy the boundaries of the proposed CFD.

2. Data CollecƟon: SCG will obtain the latest assessor’s parcel maps and equalized tax roll informaƟon from the Riverside County Assessor’s Oﬃce for the parcels within the proposed District, and Geographic InformaƟon System (GIS) shape ﬁles for creaƟng the database and for mapping the proposed boundaries of the CFD.

3. Tax Spread: SCG will establish a Special Tax formula for the necessary revenues to cover facili Ɵes, operaƟons and maintenance costs including administra Ɵve costs. Based on the proposed structure of the Special Tax formula, SCG will determine the appropriate methodology for allocaƟng the costs to the various land use classiﬁcaƟons and if possible be consistent with the previously approved methodology of the City’s landscape, lighƟng, street, parks, and drainage maintenance programs.

4. Rate and Method of Appor Ɵonment: SCG will prepare a proposed Rate and Method of ApporƟonment (RMA) that takes into considera Ɵon the various land use classi ﬁcaƟons, maintenance categories, and provides the necessary ﬂexibility for a variety of developments to be included in the City.

ATTACHMENT A

The RMA will take into consideraƟon: clarity of language in the deﬁniƟon of terms, ability of the property to be assigned to diﬀerent tax classiﬁcaƟons, and presence of a mechanism to levy taxes in the event of a change in projects and usage.

5. Public Report Prepara Ɵon: SCG will prepare the CFD Public Report, including a descrip Ɵon of the facility costs or maintenance services to be performed and projected annual special tax and present it to the City Council at the Public Hearing.

7. NoƟce of Special Tax Lien: SCG will provide a list of Assessor Parcels for the NoƟce of Special Tax Lien and records the noƟces.

8. Document Review and Prepara Ɵon: SCG will review and prepare the required documents for the formaƟon of the CFD. SCG will also assist the forma Ɵon team in preparing a procedure for performing future annexaƟons to the CFD.

9. ConsulƟng Services: SCG will provide consulƟng services and advice to the City as necessary, including due diligence to ensure accuracy in the process and clear wri Ʃen documentaƟon in our approach when structuring the Rate and Method of ApporƟonment and the Special Tax roll.

10. Boundary Map: SCG’s will prepare the Boundary Map illustra Ɵng the boundaries of territory proposed for inclusion in the district capturing the en Ɵrety of any parcel subject to taxa Ɵon by the proposed district. The map shall meet the requirements of the Mello-Roos Act and the Riverside County Recorder’s Oﬃce. AddiƟonally, SCG will record the map with the County Recorder’s Oﬃce.

Bond Issuance Services

1. Kickoﬀ Mee Ɵng and Gathering Informa Ɵon: The purpose of this task is to establish lines of communicaƟon and gain understanding of the speciﬁc goals, components and criteria to meet the City’s needs. SCG will meet with City Sta ﬀ, legal counsel, team of consultants and project proponents to conﬁrm the CFD’s schedule of events, procedural and ﬁnancial consideraƟons, establish the appropriate land use classiﬁcaƟons and discuss and idenƟfy the boundaries of the proposed CFD.

2. Data CollecƟon: SCG will obtain the latest assessor’s parcel maps and equalized tax roll informaƟon from the Riverside County Assessor’s Oﬃce for the parcels within the proposed District, and Geographic InformaƟon System (GIS) shape ﬁles for our in-house GIS plaƞorm.

3. Bond Documents Table PreparaƟon and Review: SCG will prepare and provide ﬁnal calculaƟon to the ﬁnance team for inclusion in the Preliminary O ﬃcial Statement (POS) and O ﬃcial Statement (OS) to include: i) Maximum special tax coverage; ii) Value-to-lien computaƟons; iii) Overlapping debt table; and iv) EﬀecƟve tax rate schedules. SCG will review the POS, OS and other legal documents as they relate to any items included in the CFD Public Report, the boundary map and any tables SCG provides.

4. Vicinity Map: SCG will prepare a locaƟon and area map for inclusion in the POS and OS.

5. Special Tax CerƟﬁcate: SCG will prepare and sign the Special Tax Consultant Cer Ɵﬁcate that cerƟﬁes that the maximum special tax rates are suﬃcient to meet debt service requirements and coverage raƟos for bonds to be issued.

ATTACHMENT A

STAX ApplicaƟon Maintenance Services

1. Property Finder ApplicaƟon Planning and ConﬁguraƟon: SCG will collaborate with the City to create an ongoing implementaƟon and support plan detailing projected tasks, due dates, task assignments, and Ɵme esƟmates.

2. Domain Name: Include the annual domain registraƟon and renewal fees.

3. SSL CerƟﬁcate: If your applicaƟon uses HTTPS, factor in the cost of SSL cerƟﬁcates.

4. Tech Support: Provide ongoing technical support for any issues or updates.

5. SoŌware Updates: SCG will provide the City with program updates (including new versions and releases) announced during the term of the contract, as soon as these updates are generally available.

6. Security Measures: Implement security scans, patches, ﬁrewalls, and monitoring tools.

7. Backups: Regularly back up data and ensure disaster recovery mechanisms.

8. Content Updates: Provide content changes (e.g., text, images), OpƟonal Service.

9. Fixing Broken Links: Monitor links, idenƟfy when links are broken, take site into maintenance mode and ﬁx them during oﬀ-hours.

10. Monitoring Website Performance: Periodic monitoring of web site, collec Ɵng of sta ƟsƟcs and idenƟfying any performance issues that need to be addressed in maintenance mode during oﬀ-hours.

11. SEO and MarkeƟng: Oﬀer search engine opƟmizaƟon (SEO) services and markeƟng strategies.

12. Remote Support: SCG will provide remote support for the following requests: i) replies to fundamental ques Ɵons and those about installa Ɵon, usage and con ﬁguraƟon that can be answered within a short Ɵme; ii) replies to ques Ɵons concerning STAX publica Ɵons in rela Ɵon to the eligible programs; iii) replies to quesƟon on code-related errors.

13. DiagnosƟc InformaƟon: VeriﬁcaƟon of the diagnosƟc informaƟon to provide support for the isolaƟon of the cause of a problem (for example, support for the interpretaƟon of traces and dumps in the case of installaƟon or code-related errors).

14. Error IdenƟﬁcaƟon: In the case of idenƟﬁed errors, the provision of informaƟon about bug ﬁxes and program temporary ﬁxes.

15. HosƟng and Infrastructure: HosƟng of applicaƟon on AWS or any other cloud provider. This includes server maintenance, scaling, and ensuring high availability.

ATTACHMENT B

Fee Schedule
District Total District Total District Total
CFD 2003-1 $9,729.69 CFD 2007-6 $0.00 CFD 2022-1 Alberhill $8,090.61 CFD 2003-2 IA A $12,509.59 CFD 2009-1 $6,949.78 CFD 2022-2 Lakeshore $8,090.61 CFD 2003-2 IA B $33,358.93 CFD 2015-1 $11,055.67 CFD 2023-1 Lakeside $8,090.61 CFD 2003-2 IA C $25,019.20 CFD 2015-2 Zone 1 $17.62 CFD 2023-2 Mission Trails $8,240.36 CFD 2003-2 IA D $19,205.42 CFD 2015-2 Zone 2 $453.07 CFD 90-2 Tuscany Hills $26,560.38 CFD 2003-2 IA E $9,475.74 CFD 2015-2 Zone 3 $320.49 CFD 95-1 Civic Center $9,729.69 CFD 2004-3 IA 1 $9,729.69 CFD 2015-2 Zone 4 $630.77 CFD 98-1 Summerhill $9,729.69 CFD 2004-3 IA 2 $9,729.69 CFD 2015-2 Zone 5 $599.56 Citywide LLMD $26,409.11 CFD 2005-1 $9,729.69 CFD 2015-2 Zone 6 $204.28 LMD No. 1 - Zone 1 $701.01 CFD 2005-2 (Services) $6,949.78 CFD 2015-2 Zone 7 $2,149.45 LMD No. 1 - Zone 2 $419.87 CFD 2005-2 IA A $9,729.69 CFD 2015-2 Zone 8 $500.97 LMD No. 1 - Zone 3 $680.78 CFD 2005-4 $3,474.89 CFD 2015-2 Zone 9 $2,889.50 LMD No. 1 - Zone 4 $2,493.98 CFD 2005-5 $6,949.78 CFD 2015-2 Zone 10 $0.00 LMD No. 1 - Zone 5 $3,747.69 CFD 2005-5 (Services) $6,949.78 CFD 2015-2 Zone 11 $3,662.86 LMD No. 1 - Zone 6 $437.61 CFD 2005-6 $6,949.78 CFD 2015-2 Zone 12 $990.19 LMD No. 1 - Zone 7 $2,665.70 CFD 2006-1 IA A $15,620.45 CFD 2015-2 Zone 13 $271.34 LMD No. 1 - Zone 8 $52.89 CFD 2006-1 IA B $10,486.13 CFD 2015-2 Zone 14 $0.00 LMD No. 1 - Zone 9 $0.00 CFD 2006-1 IA CC $9,729.69 CFD 2015-2 Zone 15 $0.00 LMD No. 1 - Zone 10 $0.00 CFD 2006-1 IA EE $9,503.38 CFD 2015-2 Zone 16 $273.20 LMD No. 1 - Zone 11 $10,731.88 CFD 2006-1 IA FF $9,475.74 CFD 2015-2 Zone 17 $820.22 LMD No. 1 - Zone 12 $0.00 CFD 2006-1 IA HH $9,702.05 CFD 2015-2 Zone 18 $231.78 LMD No. 1 - Zone 13 $0.00 CFD 2006-1 IA II $9,729.69 CFD 2015-2 Zone 19 $231.78 LMD No. 1 - Zone 14 $723.02 CFD 2006-1 IA JJ $9,503.38 CFD 2015-2 Zone 20 $0.00 LMD No. 1 - Zone 15 $426.70 CFD 2006-1 IA KK $9,702.05 CFD 2015-2 Zone 21 $0.00 LMD No. 1 - Zone 16 $341.77 CFD 2006-1 (Services) $7,252.35 CFD 2015-2 Zone 22 $0.00 LMD No. 1 - Zone 17 $266.85 CFD 2006-2 $6,949.78 CFD 2015-2 Zone 23 $4,186.27 LMD No. 1 - Zone 18 $555.39 CFD 2006-2 (Services) $6,949.78 CFD 2015-2 Zone 24 $264.88 LMD No. 1 - Zone 19 $261.11 CFD 2006-3 $6,949.78 CFD 2015-4 Terracina $9,729.69 LMD No. 1 - Zone 20 $486.93 CFD 2006-4 $3,474.89 CFD 2015-4 (Services) $7,078.42 LMD No. 1 - Zone 21 $606.78 CFD 2006-5 (Services) $6,949.78 CFD 2015-5 Trieste $9,475.74 LMD No. 1 - Zone 22 $255.81 CFD 2006-6 $4,169.87 CFD 2016-1 Southshore $0.00 LMD No. 1 - Zone 23 $221.08 CFD 2006-8 $9,199.74 CFD 2016-2 Canyon Hills $9,199.74 LMD No. 1 - Zone 24 $266.06 CFD 2006-8 (Services) $6,949.78 CFD 2017-1 Safety Services $0.00 LMD No. 1 - Zone 25 $65.79 CFD 2007-1 $6,949.78 CFD 2018-1 Wasson Canyon $6,571.25 RAD 2021-1 $26,560.38 CFD 2007-4 $9,199.74 CFD 2019-1 Westlake $9,345.40 CSA 152 NPDES $6,949.78 CFD 2007-4 (Services) $6,949.78 CFD 2019-2 Nich ols Ranch $9,345.40 Weed Abatement $3,090.00 CFD 2007-5 $9,199.74 CFD 2021-1 IA 1 Tuscany/Cr est $8,333.32 Nuisance Abatement $3,090.00 CFD 2007-5 (Services) $6,949.78 CFD 2021-1 IA 2 Tuscany/Crest $8,333.32

Lake Elsinore City CouncilMay 14, 2024

Lake Elsinore City Council
May 14, 2024