Laserfiche WebLink
REV: 12-22-23 MI <br />Exhibit “A” <br />SCOPE OF SERVICES AND FEE <br />I. Scope of Work <br />Consultant shall provide property tax management service, real estate trend <br />analyses, secured and unsecured parcel audits, budget projections, Successor <br />Agency support, and bond fiscal analysis. <br />A. Reports and Management Analyses(1) <br />Consultant will provide the following reports. Reports are also available from <br />prior years if required by the City. <br />A five-year history of the values within the City, and custom (city defined) <br />geographic areas; <br />A listing of the largest value changes, positive and negative between tax <br />years; <br />An annual parcel listing of properties with parcel number changes between <br />tax years identifying parcel splits and combines; <br />A listing of the major property owners for the City including the combined <br />assessed values of their property and property use code designation; <br />A listing and summary of property transfers which occurred since the lien <br />date ordered by month; <br />A listing of parcels that have not changed ownership since the enactment <br />of Proposition 13; <br />A comparison of property within the City by county use-code designation; <br />A multiple year comparison of growth by use code designation over a 5- <br />year period; <br />A listing by parcel of new construction activity to identify non-residential <br />parcels with new construction activity and to provide reports for use in the <br />City's preparation of Proposition 4 and 111 State Appropriation Limit <br />calculations; <br />A listing of absentee owner parcels; <br />Calculate an estimate of property tax revenue anticipated to be received for <br />the current fiscal year by the City based upon the initial information provided <br />by the County and subject to modification. This estimate shall not be used <br />to secure the indebtedness of the City; <br />Analyses based on geo areas designated by the City to include assessed <br />valuations and square footage computations for use in economic analysis <br />and community development planning; <br />ATTY/AGR.2023/Amend. No.1/HdL Coren & Cone (Property Tax Consultant) (Page 4 of 7)