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REV: 11-22-23 MI <br />Base Scope of Work Detail <br />Services for each item in the Compensation Table 1 shall include: <br />Community Facilities District Administration <br />1. Maintain and periodically update an electronic database containing parcel basis data <br />and annual special tax levy amounts by Assessor’s Parcel Number (APN). <br />2. Annually calculate and apportion the special taxes, as specified in the Rate and <br />Method of Apportionment of Special Tax. <br />3. Prepare (if required) an annual resolution that establishes the budget for the fiscal <br />year and application of the special tax to be submitted to the County of San Mateo <br />(“County”), including the special tax summary for the fiscal year. <br />4. Provide special tax levies for each parcel by APN to the County Auditor/Controller’s <br />Office in the media, format, and configuration required by the County for placement <br />on the annual property tax roll. <br />5. Research parcel exceptions provided by the County and, if possible, resubmit <br />installment amounts that are unapplied by the County Auditor/Controller’s Office. On <br />behalf of the City, Consultant will manually invoice special tax installments that cannot <br />be collected on the County property tax roll. <br />6. Provide a toll-free number to field inquiries from City staff, property owners, and other <br />interested parties regarding special tax installments and related information. <br />7. Monitor delinquencies each January and May and submit periodic reports to the City. <br />8. Prepare an annual special tax report. This report will include: <br />The identification and recovery of CFD administrative costs; <br />Review of fund balances to identify any surplus funds; <br />Debt service requirements; <br />Delinquency summaries; and <br />Related recommendations or issues. <br />9. Provide an annual report to the California Debt and Investment Advisory Commission <br />(CDIAC) by October 30 if required by the California Government Code, section <br />53359.5(b), as amended. <br />10.Prepare “Notice of Special Tax” as required by the California Government Code, <br />sections 53340.2(b) and 53341.5, as amended. The fee for this service is $15 per <br />Notice and is to be paid by the requestor. <br />11.Calculate written prepayment quotes (if allowable) for individual special tax liens, as <br />described in the Rate and Method of Apportionment of Special Tax or by resolution. <br />For parcels prepaying the special tax, Consultant will coordinate the removal of the <br />lien. The fee for this service is $500 per calculation, which is to be paid by the <br />requestor. <br />ATTY/AGR.2023.232/Willdan Financial Services (Willdan Financial Services) (Page 14 of 22)