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08
City of Pleasanton
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CITY CLERK
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AGENDA PACKETS
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2021
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092121
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08
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9/16/2021 9:13:20 AM
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CITY CLERK
CITY CLERK - TYPE
AGENDA REPORT
DOCUMENT DATE
9/21/2021
DESTRUCT DATE
15Y
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Page 4 <br /> SCOPE OF WORK <br /> Based upon our current understanding of the City's requested services,we propose the following <br /> scope of work for the following 3 LLMDs: <br /> • 1984-1 Ponderosa-Del Prado <br /> • 1994-1 Oak Tree Farm <br /> • 1995-1 Moller Ranch <br /> ANNUAL ENGINEER'S REPORTS AND LEVY ADMINISTRATION <br /> The starting point for calculating and confirming the levies for all parcels within the assessment <br /> district including all zones for the first fiscal year involves using SCI's extensive statewide <br /> database of property and ownership information. This important internal data includes all <br /> parcels in the State with over two decades of historical data and extensive parcel attributes. To <br /> complement this data, we also utilize current Assessor and Tax Roll Data from the County <br /> Assessor and Auditor-Controller. <br /> Furthermore, we acquire, compare and incorporate additional data and property information <br /> from the City and other real property vendors, title company information vendors, and other <br /> sources as necessary. Going beyond Assessor data and our internal parcel information allows us <br /> to incorporate and compare other information that typically enhances the comprehensive <br /> accuracy of our parcel information. <br /> Determination of Preliminary Levies <br /> Twice a year, SCI recalculates and confirms levies on a parcel-by-parcel basis for all subject <br /> properties in the assessment district and all interior zones. This additional step, while more time <br /> consuming than simply relying on Assessor property characteristics and previous levy amounts, <br /> has consistently proven to result in more accurate levies and higher overall special levy revenues. <br /> Beginning each March, SCI will determine preliminary levies based on the most current Assessor <br /> lien roll data. SCI will also work with City staff to develop annual budgets for each assessment. <br /> We will research changes in property data, property usage, property valuations and levy changes <br /> from the previous year for all parcels within the City and flag all parcels that require property <br /> research to determine the appropriate special levy.This process allows us to discover any issues <br /> with the Assessor's data early. It also allows us to provide the City with a timely and accurate <br /> projection of special levy revenues for the upcoming fiscal year. <br /> SCI will prepare a spreadsheet, as directed by the City that includes all parcels, parcel attributes <br /> and formulas, etc. to calculate the levies. <br /> Assessment Engineering and Engineer's Reports <br /> As the Assessment Engineer of Record, SCI will annually prepare a preliminary Engineer's Report <br /> for the Districts. Each Engineer's Report will include a description of services and improvements, <br /> costs estimates, assessment methodology, assessment diagram and the assessment roll. <br />
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