HomeMy WebLinkAbout0013_3_SCG LLC PROPOSAL - BSCG LLC
39969 Temecky Way
Murrieta, California 92562
May 19, 2016
Mr. Jason Simpson
Director of Administrative Services
City of Lake Elsinore
130 South Main Street
Lake Elsinore, CA 92530
RE: Fiscal Year 2016-17 Administration Support Services
Dear Mr. Simpson:
SCG, LLC is pleased to submit this proposal to provide administration support services for the
special financing districts, including the City of Lake Elsinore's Community Facilities Districts
(CFDs), Assessment District (AD), Landscaping and Lighting Maintenance Districts (LLMDs),
and CSA 152.
Our proposed Scope of Services is attached as Exhibit A. A brief description of these
administration support services is as follows:
Administration Support Services
Data Maintenance: SCG will maintain a comprehensive database of the District and Parcel
information in a form such that the annual levy submission to the County will follow the
guidelines as outlined in the County's fixed charge submission packet.
Levy Calculation and Levy Submission: SCG will, in consultation with the City, determine the
Levy requirement for the current Fiscal Year. SCG will submit installment amounts to the
County. SCG will prepare the annual levy for the Districts in a format and media acceptable for
direct submission to the Auditor -Controller's office prior to the statutory deadline and shall
perform adjustments and corrections to the levies on the property tax rolls as necessary. If
corrections/revisions after deadline are necessary, SCG will research, recalculate and, with the
City's approval, rectify the issue.
SCG will maintain current Assessor's Maps for the District's parcels and shall update annually,
prior to enrollment of the current year's levy, any information necessary for use in calculating the
levy.
SCG will prepare the Engineer's Report for the Districts in accordance with the Landscaping
and Lighting Act of 1972 of the California Streets and Highway Code. The Engineer's Report
will include the following items:
• A general description of the improvements and acquisition(s) (if applicable)
• An estimate of costs and expenses
• An Assessment Diagram
• The assessment roll
• The resolution of intention
SCG LLC
Page 2
In addition to the kick-off meeting, SCG will attend all meetings or hearings held for the purpose
of disseminating information to the public. Prior to such meetings or hearings, information will
be prepared and assembled for purposes of making a complete and factual presentation. We
will also attend all hearings and public meetings as required by the appropriate improvement
act(s) fully prepared to present all necessary testimony and to respond to all public comments.
SCG will assist the City in calculating an update of the Reserve Requirement and determine any
surplus or shortfall for the District, for inclusion in the calculation of the annual levy, as well as
prepare a summary of fund balances to be included in the annual report.
SCG will act as primary contact (at the City's discretion) to answer property owner questions
regarding the levy of assessment and the District.
SCG will assure that the District is in compliance with Revenue and Taxation Code 163 by
providing the County Assessor with required information (parcel number, original assessment,
and principal balance remaining).
SCG will review and make recommendations to the City that any policies established related to
the collection of delinquent assessments are consistent with the foreclosure covenant and/or
with the requirements of the District. SCG will also research the records of the Riverside
County Tax Collector for payment information to determine which parcels are delinquent after
the December 10 and April 10 property tax installment due dates.
Proposed Fee Schedule
Service Fee
Community Facilities Districts $271,000
Assessment Districts LLMDs and CSA 152 $62,000
Total $333,000
(1) The administration Support Service will increase the lessor of 3% or CPI annually
We look forward to working with the City on this much needed service and providing the City the
very highest level of service. If you have any questions regarding our proposal, or if additional
information is needed, please contact me at (951) 595-9148.
Sincerely,
Melissa Bellitire
Principal
FEE PROPOSAL
Community Facilities Districts
District
Name
Amount
CFD 88-3
West Lake Elsinore
$
19,000
CFD 90-2
Tuscany Hills
19,000
CFD 95-1
Civic Center
7,000
CFD 98-1
Summerhill
7,000
CFD 2003-1
Law, Fire, Paramedic
7,000
CFD 2003-2 IA A
Canyon Hills Imp. A
9,000
CFD 2003-2 IA B
Canyon Hills Imp. B
24,000
CFD 2003-2 IA C
Canyon Hills Imp. C
18,000
CFD 2003-2 IA D
Canyon Hills Imp. D
7,000
CFD 2003-2 IA E
Canyon Hills Imp. E
-
CFD 2003-2 (Services)
Fire Tax
7,000
CFD 2004-3 IA 1
Rosetta Canyon Imp. 1
7,000
CFD 2004-3 IA 2
Rosetta Canyon Imp. 2
7,000
CFD 2005-1
Serenity
7,000
CFD 2005-2 IA A
Alberhill Ranch Imp. A
7,000
CFD 2005-2 (Services)
Alberhill Ranch Services
5,000
CFD 2005-4
Lakeview Villas
2,500
CFD 2005-5
Wasson Canyon
5,000
CFD 2005-5 (Services)
Wasson Canyon Services
5,000
CFD 2005-6
City Center Townhomes
5,000
CFD 2006-1 IA A
Summerly Imp. A
12,000
CFD 2006-1 IA B
Summerly Imp. B
7,000
CFD 2006-1 IA CC
Summerly Imp. CC
7,000
CFD 2006-1 IA FF
Summerly Imp. FF
-
CFD 2006-1
Summerly Services
5,000
CFD 2006-2
Viscaya
5,000
CFD 2006-2 (Services)
Viscaya Services
5,000
CFD 2006-3
La Strada
5,000
CFD 2006-4
Clurman
2,500
CFD 2006-5 (Services)
Parks, Open Space, SD
5,000
CFD 2006-6
Tessera
3,000
CFD 2006-8
Running Deer Estates
3,000
CFD 2007-1
Law, Fire, Paramedic
5,000
CFD 2007-4
Makenna Court
3,000
CFD 2007-5
Red Kite
5,000
CFD 2009-1
Parks, OS, St. Lt.
5,000
CFD 2015-1
Safety Services
6,000
CFD 2015-2
Maintenance Services
6,000
CFD 2015-3
Southshore*
-
CFD 2015-4
Terracina*
7,000
CFD 2015-5
Trieste*
-
CFD Totals $
271,000
Assessment Districts
New Fee
District
Name
Proposed
LLMD No. 1
$
19,000
Citywide LLMD
$
19,000
AD 93-1
Canyon Hills
19,000
CSA 152 NPDES
5,000
AD Totals $
62,000
Grand Totals $
333,000