Consulting Services Real Property

Project Title Consulting Services Real Property Invitation # RFP F-24-1000 Bid Posting Date 03/26/2024 1:12 PM (PDT) Project Stage Bidding Bid Due Date 04/16/2024 3:00 PM (PDT) Response Format Electronic Project Type RFP (Request for Proposal) Response Types Line Items Cost File Response File General Attachment Type of Award Lump Sum Categories 541611 - Administrative Management and General Management Consulting Services 541613 - Marketing Consulting Services 541618 - Other Management Consulting Services 541620 - Environmental Consulting Services 541910 - Marketing Research and Public Opinion Polling 611430 - Professional and Management Development Training 813211 - Grantmaking Foundations 813219 - Other Grantmaking and Giving Services 925120 - Administration of Urban Planning and Community and Rural Development License Requirements Department Finance Address 290 North "D" Street San Bernardino, California 92401 County San Bernardino Bid Valid Liquidated Damages Estimated Bid Value

Start/Delivery Date Project Duration Pre-Bid Meeting Information Pre-Bid Meeting No Online Q&A Online Q&A Yes Q&A Deadline 04/03/2024 3:00 PM (PDT) Contact Information Contact Info Michelle Parra 909-384-5083 parra_mi@sbcity.org Bids to Owner's Agent Description Scope of Services The City is seeking to secure one (1) consulting firm to provide Special District administration services as outlined herein. The successful candidate will be an independent, third-party Consultant that will be expected to be available on a continuing and short-term basis, to provide immediate responses to requests for guidance or answers to questions received from City staff, property owners, bond holders, developers, and representatives of the above. The City will provide the consultant with access to information on all building permits issued during the periods specified in the Method of Apportionment included in the Engineer’s Report and / or Rate and Method of Apportionment of Special Tax for each District. The Consultant will obtain and review building permit information, final maps, and site development plans for all Districts as well as all relevant information on file. Note that all building permits may refer to lot numbers rather than parcel numbers, addresses, final maps and site development plans for all Districts as well as all relevant information on file. Additionally, current Assessor Parcel listings shall be obtained. 2. Based on information provided by the County and the City on currently valid parcels, Consultant shall update and maintain the database for each District. This database may need to be created within the initial year of service. The databases used for fee calculation must be separated where is more than one billing area. Changes in billing category (from “Undeveloped” to “Developed”) must be input. Acreage for developed and extended areas shall be subtracted from the Undeveloped acreage. 3. The Consultant shall calculate the maximum Special Tax rates by adjusting the previous year’s rates as specified in the Rates and Method of Apportionment of each Special District. Based on information provided by the City regarding budget requirements for the following fiscal year, fund balances, and reserve requirements, the actual Special Tax rates for each billing category shall be determined and the costs distributed in accordance with the Rate and Method of Apportionment for each District. 4. Prior to June 30, Consultant will provide the City with Assessment rates for each District, and each billing category within said District. 5. Prior to County submittal, the Consultant will provide the City a computer file or other mutually agreed upon format that will include the District number, parcel number, and the maximum Special Tax charge on each parcel in a format which will be acceptable to the County of San Bernardino Auditor – Controller’s Office. 6. The Consultant shall compile and transmit a complete list of the actual Special Tax / Assessment Levies for each assessor’s parcel within each Special District, via a computer file, to the County Tax Collector and the County Assessor, prior to the last working day in July. Note that since there will be a separate fund maintained for each Exhibit A District, the list for each District must be kept separately. The Consultant shall make any corrections to the information on the file as requested by the County prior to the established deadline. 7. The Consultant shall prepare all applicable annual preliminary and final Engineer’s Reports as well as the corresponding Staff Reports, Resolutions, and Ordinances to submit to the City. Additionally, the Consultant will prepare applied and/or annual reports. Reports shall include information and assumptions used to derive the maximum and annua rates, a report on Special Taxes owed, with parcel numbers given; the amount of delinquent taxes to be spread over the undeveloped parcels; and a list of all parcels in each District with the following information: maximum allowable charge and actual charge. 8. Based upon the information obtained from the County, the Consultant shall prepare annual delinquency reports in order to determine the amount of delinquent taxes, which will need to be spread to the undeveloped parcels. Other Details 9. The Consultant’s staff shall attend an initial Kickoff Meeting, in April of each year, and meeting upon completion of the draft of the Special Tax / Assessment District Reports with the City’s staff. 10. At the City’s request, the Consultant shall be the initial point of contact for all questions from property owners and developers. 11. Consultant shall provide and internet-based site that can be accesses by the public to retrieve basic assessment information, by parcel number, including but not limited to: a. Original assessments charged to the property b. Remaining balance of original assessment c. Total annual amount being levied on the property and a detailed description of services and charges d. Year to date payment history 12. Consultant shall provide an internet/intranet-based site, which can only be accessed by authorized City employees. The site shall contain information as described in item (11) above, with additional administrative information such as delinquencies, foreclosure actions, and should have basic reporting capabilities. 13. At the City’s request, the Consultant should be available to attend City Council meetings at which the services included in this agreement are to be discussed. 14. Consultant shall conduct an audit of parcels and assessments for each district, to be concluded before the initial year’s assessment process is completed. 15. Consultant shall perform ongoing services regarding further annexations into CFD 2018-1, 2019-1. 16. Consultant shall provide comprehensive and ongoing bonded CFD Formation and Bond Sale Services as required. Notes Special Notices Local Programs & Policies Place eBid