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HomeMy WebLinkAboutNBS Technical Proposal_Diamond Bar Landscape Assessment District Engineering Services Feb 2025CITY OF DIAMOND BAR Proposal for: Landscape Assessment District Engineering Services February 27, 2025 nbsgov.com Aerial view of City of Diamond Bar via Google Earth helping communities fund tomorrow since 1996 helping communities fund tomorrow 32605 Temecula Parkway, Suite 100 Temecula, CA 92592 Toll free: 800.676.7516 nbsgov.com February 27, 2025 Nicholas Delgado Management Analyst City of Diamond Bar Department of Public Works 21810 Copley Drive Diamond Bar, CA 91765 RE: Proposal for Landscape Assessment District Engineering Services Dear Nicholas, We understand that your City, the City of Diamond Bar, needs to hire an experienced firm to ensure that the special assessments for the three Assessment Districts are calculated and collected as accurately as possible, while striving to ensure that the City gets the most revenue that it is entitled to under the assessment formula. These assessments provide the revenue to support the parks, medians, and other assets and the high quality of life that your community values. Communication and data transparency are of importance, as well. If awarded this contract, we intend to take as much of the administrative burden off your hands so that you can focus on running the City. NBS will proactively and diligently research and then track the parcels, catalogue any unique situations from year to year, provide necessary reporting, and place our toll-free phone number on the tax bills for property owners and related parties to contact us via our Customer Care team. We have some excellent options to discuss with you regarding online data access, via our D-FAST ® proprietary software system and our CivicMic outreach and engagement services. By way of background, NBS has nearly three decades of history providing these types of services. Last year, we placed over $1 Billion on property tax rolls across the State. Many cities, school districts and other local governments turn to NBS for these types of services. This includes, for example, the cities of Los Angeles, Palmdale, Long Beach, Whittier and others in LA County, as well as the Manhattan Beach Unified School District. NBS has recently collaborated with nearby communities on a value capture project as part of the LA Metro team. We have an excellent track record in interfacing with the LA County tax collection system and staff. Across California, we provide these types of services – from National City in the south to San Bruno and Fortuna up north. In the recent past, a number of cities have turned to NBS when they realized that their current consultant was not doing the appropriate research and performing due diligence. In many cases (Palmdale is one such case), NBS was able to “find” thousands of errors and commensurate dollars in revenue via this due diligence. Please contact me at 800.676.7516 or via email at dwood@nbsgov.com if you have any questions or would like to discuss our professional qualifications further. We would genuinely like to work on this project and help the City move forward successfully. Sincerely, Danielle Wood Michael Rentner, Authorized Signer Director President “In the world of government financing, there is no better partner for us than NBS. They prepare you for the coming challenges and are always one step ahead.” DEAN WETTER general manager LMD AND CFD FORMATION, ANNEXATION AND ANNUAL ADMINISTRATION TABLE OF CONTENTS 1 | PROJECT TEAM .............................................................. 1 2 | FIRM’S EXPERIENCE/REFERENCES .................................. 4 3 | PROJECT UNDERSTANDING ......................................... 10 4 | SCHEDULE ................................................................... 16 5 | FEE PROPOSAL ............................................................ 17 6 | AGREEMENT ............................................................... 18 APPENDICES ..................................................................... 19 APPENDIX A | PROJECT TEAM RESUMES ........................... 20 APPENDIX B | SCOPE FOR AS-NEEDED FORMATIONS ........ 26 Proposal for City of Diamond Bar NBS | 1 LLAD Administration Services Adina McCargo Project Manager & Quality Control MANAGEMENT, STAFF, AND COMMITTEES Sara Mares Senior Review As-Needed Formation Services (OPTIONAL) Nick Dayhoff Senior Consultant Kristin Harvey Administrator John Egan, PE Jeremy Tamargo Engineering Customer Care Danielle Wood Client Services Director Client Services Sandra Burkhart Project Manager Kristin Harvey Administrator 1 | PROJECT TEAM One of our greatest strengths and a critical element in successful project execution is a team that works cohesively, efficiently, and has expertise in resolving complex issues. Our proposed project team has an in-depth understanding of recent changes to laws, codes, and regulations affecting local governments, including Proposition 218. We treat our clients as partners by developing an intimate knowledge of their needs and responding with strategic and timely solutions. The staff selected are those most qualified based on their experience and backgrounds. The proposed NBS team has all the expertise and staff necessary for resolving complex project issues; we will not require subconsultants for this effort. Outlined below is a brief overview of NBS’ proposed consulting team for the City: NBS Project Team Organization Full resumes are included in Appendix A. ADINA MCCARGO, PROJECT MANAGER AND QUALITY CONTROL Role and Responsibilities: Adina McCargo will lead project management oversight for the annual administration activities. She will work closely with the administration team and provide support to the City as needed. Additionally, Adina has extensive experience in database management and will be in charge of Proposal for City of Diamond Bar NBS | 2 quality control analysis for the City’s needs. As quality control manager, Adina's main focus is the accuracy and quality of work produced by NBS with an emphasis on the underlying data. Work Experience: Adina McCargo is a Director with NBS and has more than 22 years of experience working with all aspects of SFD formation, annexation and administration including project management, budget analysis, levy calculation and submittal, continuing disclosure reporting and delinquency management as well as development of special assessment/tax formulas, and presentations. Adina is a Registered Municipal Advisor Representative and joined NBS more than 13 years ago. She has a Master of Public Administration, Public Sector Management and Leadership from California State University Northridge and a Bachelor of Science, Accounting from DeVry University. KRISTIN HARVEY, ADMINISTRATOR Role and Responsibilities: Under the direction of the project manager, Kristin Harvey will be actively involved in the daily management of district administration operations, the preparation of the annual special assessment levies, and the management of related projects including delinquency management and judicial foreclosure. Kristin will also be a main point of contact for the City throughout this study, if the project manager is unavailable. Work Experience: Kristin Harvey is a Senior Consultant with NBS where she administers Special Financing Districts (SFDs). With more than 21 years of experience, her primary focus is quality client service. The SFDs she administers include Parcel Taxes, Standby Charges, Community Facilities Districts, 1913/1915 Act Assessment Districts, Landscape and Lighting Districts, Benefit Assessment Districts and County Service Areas. JOHN EGAN, PE, ENGINEER Role and Responsibilities: As a Registered Professional Engineer, John Egan is responsible for the review of the Engineer’s Reports. He is also available for general assessment engineering discussion on a conceptual basis. Work Experience: John Egan has more than 50 years of professional civil and environmental engineering experience. JEREMY TAMARGO, ENGINEERING REVIEW Role and Responsibilities: Jeremy Tamargo is responsible for providing resources and support for assessment methodologies. He assists clients in establishing cost estimates for the maintenance of improvements. Jeremy is available for review of the Engineer’s Reports. Work Experience: Jeremy Tamargo is an Associate Director at NBS based in the Temecula office. He is a professional engineer licensed in the State of Oregon and has an application in technical review with the California Board for Professional Engineers, Land Surveyors, and Geologists for comity licensure in the State of California. Jeremy has extensive experience in both the public and private sectors and is a member of the American Society of Civil Engineers. He has a Master of Science in Environmental Engineering from Syracuse University and a Bachelor of Science in Civil Engineering from University of Notre Dame. Proposal for City of Diamond Bar NBS | 3 JEREMY JUNG, GIS SENIOR CONSULTANT Role and Responsibilities: Jeremy Jung will provide as-needed GIS support services to confirm boundaries and/or map City improvements. Work Experience: Jeremy Jung has extensive experience as a GIS technician and has been with NBS since May 2019. He creates and analyzes maps and data associated with County Assessor’s Parcels, District Boundaries, and custom images utilizing the latest GIS technology. In addition, Jeremy is able to display GIS maps over satellite imagery in order to view properties and maps with a high degree of detail as well as extract GIS parcel data to compare to other data sources, such as county-secured property tax rolls. He has a Bachelor of Science in Political Science from California Polytechnic State University, Pomona, and multiple certificates in Geospatial and Geographic Information Systems. CUSTOMER CARE TEAM Role and Responsibilities: Under the direction of the NBS staff, our Customer Care team will be readily available to answer all inquiries from third parties related to the City’s project. Customer Care consists of tenured staff members (with decades of combined experience), fully trained and experienced in customer service support to answer all inquiries via toll free phone number and via email. NBS also offers bilingual staff to answer in Spanish. DANIELLE WOOD, CLIENT SERVICES DIRECTOR Role and Responsibilities: Danielle Wood will be responsible for obligating NBS to all commitments, schedule, and pricing for the project. She will ensure that the City’s fundamental objectives are being met at all times. She is included on the team as an active representative of our corporate commitment to the highest level of service. Work Experience: Danielle has more than two decades of experience with NBS as a seasoned professional in Public Engagement and Special Financing Districts. Proposal for City of Diamond Bar NBS | 4 District Consulting Group 2 | FIRM’S EXPERIENCE/REFERENCES In Business NBS is a 100% employee-owned S-Corporation NBS HEADQUARTERS 32605 Temecula Pkwy | Suite 100 Temecula, CA 92592 SAN FRANCISCO REGIONAL OFFICE 870 Market Street | Suite 1223 San Francisco, CA 94102 CONTACT: Danielle Wood 800.676.7516 dwood@nbsgov.com LEGAL NAME NBS Government Finance Group DBA NBS INDIVIDUAL AUTHORIZED TO NEGOTIATE AGREEMENT Michael Rentner, President The NBS District Consulting Group ensures your Special Financing Districts (SFD) and related revenue tools are well-developed from their inception, and then administered robustly over their lifetime. We act as strong advocates for our public agency clients to ensure that any SFD or other revenue tool is appropriate and well-crafted for the need. Throughout our engagement, we provide sage guidance and recommendations. We are often called upon to present complex issues to councils, boards and interested parties. We have supported thousands of SFDs including millions of parcels and have worked through virtually every conceivable challenge in their use. Our experience is with all manner of special assessments, special taxes – including Community Facilities Districts (CFDs) – and other fees. Whether the need is identifying and funding negative fiscal impacts, financing needed infrastructure, or providing community-desired services, our expert consultants have deep experience and help navigate the challenges. AT-A-GLANCE: HELPING COMMUNITIES FUND TOMORROW Since 1996, NBS has supported California municipalities with the implementation and ongoing administration of local funding tools. While the firm originally focused on Special Financing Districts (SFDs), specifically the formation and administration of special assessments and taxes, we have evolved with our clients’ needs and now provide a full range of revenue consulting services. We focus on sustainable water and wastewater utility rate programs, cost allocation plans, cost recovery, and legally justified fee design. Across all practice areas, we have worked with more than 500 public agencies to date, including cities, counties, school districts, utilities, and special districts. *NBS levied over $1 billion for FY 2024/25 across more than 6 million parcels. 29 YEARS 52 employees $1B Levied* Proposal for City of Diamond Bar NBS | 5 OUR QUALIFICATIONS IN A NUTSHELL NBS provides Special Tax, Fee, and Assessment levy services to more than 1,200 Special Financing Districts across nearly 200 agencies in 46 counties within three states for a total of over $1 billion per year in levies, charged on more than 6 million parcels. We currently administer hundreds of assessment districts serving a wide variety of needs, from infrastructure financing to services funding or both. NBS staff have been leaders in this area for decades. As a firm, NBS has been a sought-after consultant for these tasks for all 29 years of the firm’s existence. We have also been hired by cities and agencies that were not satisfied with their previous consultants or in-house staff, further demonstrating our capability and reliability. NBS WROTE THE BOOK ON SPECIAL FINANCING DISTRICTS We believe in continuing education, not only for our own team, but also for our clients and municipal staff. Our Special Financing Districts Primer may be of particular interest to the City: • Special Financing Districts (SFDs) has been credited as the best publication on SFDs in a decade by prominent industry professionals. Also available is a video covering NBS’ capabilities in Special Financing District Administration. As industry leaders, we have a unique set of qualifications and experience in the work we perform. In that regard, in addition to the SFD booklet noted above, we have published three additional booklets on related industry topics, per below, that can be downloaded at no charge at www.nbsgov.com/insights (click on NBS Publications). For a hard copy, please call 800.676.7516 or email contactnbs@nbsgov.com. Proposal for City of Diamond Bar NBS | 6 References Below is a sampling of projects and references similar in scope and magnitude to the City’s needs. CITY OF EASTVALE ANNUAL LMD, BAD AND CFD ADMINISTRATION AND SFD FORMATION SERVICES Service Dates: February 2012 – Present Contact Information The City of Eastvale in Riverside County utilizes Special Financing Districts (SFDs) including Landscape Maintenance Districts, Benefit Assessment Districts and Community Facilities Districts (CFDs) to support infrastructure and services. NBS has assisted the City since incorporation with studies relating to the parks and SFDs within the city limits. We provided assistance with the required transfers of LMDs from the County at the time and again recently from the Jurupa Community Services District. We reviewed documents relating to the transfers and formations completed by other consultants, performed fund audits, and provide regular, ongoing consulting related to the incorporation of more SFDs as they increase control over the improvements within the City boundary. NBS provides a full range of annual administration and support services for the City and is an integral part of this function. In the most recent Fiscal Year, NBS levied 107 districts containing 22,500 parcels totaling $880K in revenue on behalf of the City. In addition, NBS has formed several SFDs for the City of Eastvale, including CFDs for services and maintenance assessment districts. NBS has also assisted Eastvale with the formation of multiple maintenance assessment districts and CFDs related to new development in the community. The City has historically utilized assessment districts for maintenance funding, however NBS helped the City adjust the language in their agreements with developers to allow for the use of CFDs as a more flexible tool for maintenance funding. Amanda Wells Finance Director/City Treasurer 12363 Limonite Avenue, Ste. 910 Eastvale, CA 91752 P: 951.703.4438 E: awells@eastvaleca.gov NBS Project Team: Corina Chavez, Adina McCargo, Sara Mares, Nick Dayhoff, Jeremy Jung Proposal for City of Diamond Bar NBS | 7 CITY OF PALMDALE ANNUAL ADMINISTRATION, CFD FORMATION AND FISCAL IMPACT ANALYSIS SERVICES Service Dates: May 2004 – Ongoing Contact Information The City of Palmdale has hundreds of assessments districts and CFDs, some of which have had significant administrative challenges (including large delinquencies and defaulted bonds) over the years. NBS has worked with the City to handle the day-to-day administration of several SFDs for more than two decades. This effort has included responding to payoff calculations and other informational requests, monitoring and following up on delinquencies, and submitting the correct levy information to L.A. County. NBS has also been the consultant and provider for the Annual Disclosure process, as required for the bonds issued. Palmdale has historically had some troubled assessment districts. NBS has worked with the City to provide a variety of services including formation of new districts, and restructuring and refinancing debt. Recently, NBS was hired to audit the City’s landscape assessment districts with an eye to recommending procedural and technical updates. Subsequently, NBS was also contracted to add the administration of the City’s hundreds of maintenance districts to our docket, and has formed multiple maintenance districts as well. Along with CFD formation, NBS has provided fiscal impact analysis services as well as CFD Annexation for new development projects to a CFD that has a citywide future annexation area. Janelle Samson Director of Operations Finance, Human Resources, Information Technology 38250 Sierra Highway Palmdale, CA 93550 P: 661.267.5433 E: jsamson@cityofpalmdale.org Tim Carney Collection System Superintendent P: 661.267.5367 E: tcarney@cityofpalmdale.org NBS Project Team: Kristin Harvey, Adina McCargo. Sara Mares, Nick Dayhoff, Sandra Burkhart, Jeremy Jung Assessment District Administration Tim Carney collection system superintendent “I’m confident the City has made the correct choice with NBS moving forward. I have to add, the level of service we have received from the NBS Team in just the last several months has completely outclassed the service I had previously experienced in this position.” Proposal for City of Diamond Bar NBS | 8 CITY OF SAN JACINTO SPECIAL FINANCING DISTRICT FORMATION AND ADMINISTRATION Service Dates: 2003 – Present Contact Information The City of San Jacinto utilizes a number of SFDs to support infrastructure and services. NBS provides formation, administration, Proposition 218 compliance and support services for numerous assessment and CFDs. NBS administers the City’s 1972 Act Landscape & Lighting Districts (LLDs) and 1982 Act Benefit Assessment District (BAD), including more than 72 zones used mainly for maintenance of the City’s many neighborhood parks as well as other landscape and lighting and street improvements throughout the City. In the most recent Fiscal Year, NBS levied nine districts containing 72 zones with 24,234 parcels totaling $12.8 million dollars in revenue on behalf of the City. In addition to administration services, NBS also assists in the formation and annexation services for various SFDs. The NBS team provides cost estimation services using standardized metrics compiled from City costs applied to the specific detailed quantities of improvements to be maintained for a particular development. Using this information, NBS develops the special tax rates and annexes property to the City’s maintenance CFD. NBS formed the City’s maintenance CFD that includes a citywide future annexation area, with all new development projects annexing to fund maintenance services. Erika Gomez Finance Director 595 S. San Jacinto Avenue, Bldg. A San Jacinto, CA 92583 P: 951.487.7330 E: egomez@sanjacintoca.us NBS Project Team: Darrylanne Zarate, Danielle Wood, Nick Dayhoff, Sandra Burkhart, Sara Mares CITY OF VISTA LMD AND BAD ADMINISTRATION AND SFD FORMATION SERVICES Service Dates: 2007 – Present Contact Information The City of Vista in San Diego County utilizes Landscape Maintenance Districts and Benefit Assessment Districts to support infrastructure and services. NBS provides a full range of annual administration and support services for the City and is an integral part of this function. The districts represent over 43,000 parcels. In addition, NBS was recently hired by the City of Vista to perform Assessment Engineering and Determination of Special and General Benefit related to the City’s Landscape and Lighting District No. 1 and South Melrose Landscape Maintenance District. Mike Sylvia Director of Finance 200 Civic Center Drive Vista, CA 92084-6275 P: 760.643.5367 E: msylvia@cityofvista.com NBS Project Team: Sara Mares, Sandra Burkhart, Stephanie Parson, Andrew Kraus Proposal for City of Diamond Bar NBS | 9 VALLEY-WIDE RECREATION AND PARK DISTRICT LMD AND CFD FORMATION, ANNEXATION AND ANNUAL ADMINISTRATION Service Dates: 1997 – Present Contact Information The NBS team has a deep and extensive understanding of the Valley- Wide Recreation and Park District, built from providing comprehensive services over more than two decades. We have been working with the District since 1997, offering a range of specialized services that support the community via enhanced District operations, regulatory compliance, and financial administration. In particular, NBS has supported the District in the area of SFDs, with a focus on Proposition 218 compliance, ballot consulting services, GIS mapping and visual audit services. In the most recent Fiscal Year, NBS levied 13 districts, which included over 129 zones and a total of 117,920 parcels, generating over $22 million in revenue for the District. NBS’ role in overseeing these districts has been pivotal, especially given the District's vast geographic area of 530 square miles in the central portion of Western Riverside County. Over two decades, NBS has performed services for Landscape Maintenance District (LMD) and Community Facilities District (CFD) Formations as well as on-going Annual Administration. Moreover, NBS has been involved in annexing new zones as the District’s service area expanded due to increased development, including more than 50 zones across five CFDs. These annexations required significant coordination with various jurisdictions, demonstrating NBS’ ability to manage complex projects and navigate the interests of different stakeholders to accomplish shared goals. Overall, NBS' long-standing partnership with the District demonstrates our capability and experience in managing large-scale District operations, financial services, regulatory compliance, and the complexities associated with land development and infrastructure needs. Dean Wetter General Manager 901 West Esplanade Avenue San Jacinto, CA 92582 P: 951.654.1505 E: Dean@gorecreation.org NBS Project Team: Andrew Kraus, Greg Ghironzi, Tiffany Ellis, John Egan, Sara Mares, Nick Dayhoff, Jeremy Jung Proposal for City of Diamond Bar NBS | 10 3 | PROJECT UNDERSTANDING Project Understanding The services required by the City pertain to annually updating the City’s three existing Landscape Maintenance District Numbers 38, 39-2022 and 41-2021. As highlighted in this proposal, NBS boasts a 29- year legacy of delivering the precise services outlined in the RFP. We have successfully provided these services to more than 150 public agencies across Southern California and the entire state. Our team of 52 professionals manage millions of parcels within Assessment Districts and similar parcel tax-based districts. We developed our own internal proprietary software, called D-FAST ®, to assist us with data management. Using the latest GIS tools and other resources, NBS proactively manages the annual process. TRANSITIONING THE WORK NBS has successfully transitioned work from previous consultants dozens of times. We make this process as painless as possible by providing the City key action items needed for a smooth transition. Our proven onboarding process ensures a seamless integration for City staff. Additionally, D-FAST® allows us to view the essential data in real-time, ensuring the accuracy of district records. We aim to give the City peace of mind and reassurance that their districts are being assessed accurately and completely. Within this initial setup, we upload the district's data by fund number, draw the boundaries established at the time of formation, and conduct a visual analysis. Our extensive experience with hundreds of similar SFDs and the systems we have developed ensure this accuracy. For instance, in the illustration above, the parcels highlighted in green represent properties currently levied for that specific district. The parcels highlighted in red represent those located within the district boundary but are not being levied, parcels that straddle the district boundary, and those parcels located outside of the boundary that are being levied in error (district boundaries are illustrated by the dark blue outline). At NBS, we provide real-time data application and offer the City a visual representation to tell the story. A picture is worth a thousand words, and when it illustrates missing parcels, it could highlight millions of dollars over time. Our goal is to capture as much revenue as possible for the essential services that the City provides to its constituents. This also ensures that local dollars are being spent within the designated local communities. Scope of Services We understand the scope to follow to include the City’s desired objectives and deliverables: 1. Consultation with City staff to discuss scope, objectives, and deadlines 2. Review existing methodology for assessment processes This is a visual representation of D-FAST capabilities in annually reviewing districts being levied, reflecting possible issues that could happen over time if neglected. Proposal for City of Diamond Bar NBS | 11 3. Confirmation of total number of assessable parcels 4. Provide levy calculations for each tax year 5. Preparation of Engineer’s Reports (draft/final) 6. Preparation of City Council Resolutions 7. Preparation of staff reports, presentations, and other documents 8. Participation in meetings and public hearings 9. Response to public inquiries and appeals 10. Submit City Council approved Assessment Rolls in the required format to the County of Los Angeles and provide confirmation to the City. Noting the RFP-provided scope of work above, below outlines our standard process for Landscape and Lighting Assessment District administration. At the kickoff meeting, we can review and customize the scope to meet the specific needs of the City. 1972 Act Landscape and Lighting Assessment District (LLAD) Administration KICK-OFF MEETING, PROJECT SCHEDULE NBS will meet with City staff, legal counsel and other interested parties to: • Establish lines of communication. • Clarify the specific project goals, components and criteria that will meet the City’s preference. • Identify and resolve any special circumstances that may be involved in the administration of the District. • Develop project schedules to meet legal requirements and provide for effective interfacing of all involved parties. • Establish meeting points consistent with schedule to achieve project milestones. • Establish and coordinate with City staff a schedule to assure completion of necessary actions and compliance with statutes. DATABASE DEVELOPMENT NBS will update the database with the current County Assessor’s information including property owner names and addresses, and any other available data that will augment the existing database. BUDGET PREPARATION NBS will meet with City staff to review the district budget/s for the coming fiscal year. The budget/s will be based on historical costs and actual and/or projected changes in costs and/or improvements to be maintained. Cost categories may include, but are not limited to, capital improvements and maintenance costs, incidental costs (engineering, legal, City administration) and reserve funds. Proposal for City of Diamond Bar NBS | 12 ASSESSMENT COMPUTATION AND RATE ANALYSIS NBS will compute the assessments for each parcel according to the Method of Assessment for each district. NBS will provide an assessment summary which will include the maximum assessments and current year assessments, separated by zone and method of assessment categories, as applicable. ENGINEER’S REPORT PREPARATION NBS will prepare the annual Engineer’s Reports and provide to City staff. The annual Engineer’s Reports do not require a Registered Professional Engineer (PE) signature and stamp unless an assessment increase, as defined by Proposition 218, occurs. The Reports will consist of: • District background information. • A detailed and technically supported Method of Assessment. • A description of the improvements and services that are being funded by the district. • A cost estimate for the improvements and services being funded. • Copy or reference to the original District Diagram. • A table showing assessment levies by zone and method of assessment categories. • An Assessment Roll listing assessments by parcel or reference a complete roll on file with the City. REPORT REVIEW AND APPROVAL NBS will meet via conference call with City staff to review the Engineer’s Reports for modifications and approval. NOTICING AND RESOLUTION COORDINATION NBS will coordinate activities to ensure that required tasks are completed within the scheduled time frame. NBS will assist the City (or the City’s legal counsel) with preparation of any notice of public hearing or other meetings requiring publication. NBS will assist the City (or the City’s legal counsel) with preparation of the staff report, all legal notices and the associated resolutions described below: • Resolution describing improvements, initiating proceedings, and ordering the engineer to prepare and file a report for the City. • Resolution preliminarily approving the Engineer’s Report. • Resolution of Intention declaring the intention of the City Council to levy and collect assessments and setting a date for the public hearing. • Resolution authorizing the placement of assessments on the secured property tax bills. COUNCIL MEETING ATTENDANCE NBS will attend the public hearing as requested by the City. LEVY SUBMITTAL NBS will submit the levy to the County Auditor-Controller in the required format. Assessments rejected by the County Auditor-Controller will be researched and resubmitted for collection on the County Tax Roll. Any parcels that are not accepted by the County for collection will be invoiced with payment to be directed to the City. Proposal for City of Diamond Bar NBS | 13 MAINTAIN DISTRICT DATA NBS will annually track all parcel changes to ensure that all changes are documented. Historical parcel change data will be maintained by NBS. ANNUAL LEVY REPORT NBS will provide an annual Levy Summary Report for each district. The report will include a parcel listing with key rate identifiers and final levy amounts. Parcel and levy data can be provided via an emailed electronic file and printed, if desired. CONSULTING SUPPORT NBS shall provide a toll-free phone number for use by the City, other interested parties and all property owners. NBS will be available to answer questions regarding the districts and the ongoing collection of assessments. Bilingual staff is available to assist Spanish-speaking property owners. PROPOSITION 218 COMPLIANCE NBS has worked with many public agencies to comply with the requirements of Proposition 218. Each agency has different requirements and resources to complete the necessary tasks of assessment balloting procedures. Therefore, NBS recommends an individually tailored approach to Proposition 218 compliance. Fees for such services will be negotiated at the appropriate time. ASSESSMENT DIAGRAM NBS will obtain the existing assessment diagram and will make reference to any annexations or parcel changes, as necessary, for an additional fee. ENGINEER SIGNATURE AND STAMP OF ANNUAL ENGINEER’S REPORT NBS will have our Registered Professional Engineer (PE) review the Engineer’s Report for signature and stamp as requested by the City. As-Needed Formation Services | Optional An optional scope for 1972 Act Assessment District Formation services is provided in Appendix B for the City’s consideration. D-FAST Online Software | Optional As mentioned, D-FAST® is an optional service enhancement for the City’s experience that allows direct access to the relevant data. This option is not part of the base Annual Administration services and fees. NBS developed D-FAST®, an acronym for District Fees, Assessments, and Special Taxes, which has become the industry-leading software. We use this powerful administrative tool in-house to administer a wide range of special taxes, special assessments, and other parcel charges for our clients. It is also licensed to public agencies across the United States for their internal use. D-FAST® is an optional Proposal for City of Diamond Bar NBS | 14 service enhancement for the District’s experience to access the data; however, this selection is completely optional and is not conditional to perform the Annual Administration services. Our D-FAST® web portal, called D-FAST® Online Pro, is available to our clients (small annual subscription fee) and uniquely combines real-time D-FAST data with County parcel boundaries and Google Maps. It provides “real-time” access to districts and underlying parcel data, allowing the City to: • Gain enhanced insight with integrated Google Map’s satellite imagery, street maps, and 360° street view. • View ownership, property information, and boundaries for each parcel. • See detailed billing & payment history for each account. • Understand a particular parcel’s background and status. • Confirm if there are overlapping districts on a single parcel. With D-FAST® Online Pro, City staff have enhanced access to the data while NBS still provides the full administration and toll-free phone support. Public Engagement and Outreach | Optional As communication is paramount, the NBS team developed the CivicMic platform, which focuses on providing collaborative governance services including outreach, public engagement, and adaptive management, bringing citizen voices into the governance process. Through our customized approach, we engage residents of diverse backgrounds for unique perspectives using social media and other collaborative activities. Potential Concerns We do not anticipate concerns or issues related to this project but provide the following for the City’s consideration. ASSESSMENT DEFENSE Even though a legal challenge is not expected at this stage (years after the formation of the districts), NBS can support the City through challenges to the assessments. Proposal for City of Diamond Bar NBS | 15 In our experience, ensuring the accuracy and fairness of assessments is paramount to connecting to the community. At NBS, we pride ourselves on our meticulous approach to assessment methodology, which has resulted in a flawless track record with no legal challenges to date. Our team is dedicated to proactively preventing issues by thoroughly vetting questions and data at a high level. In the event of a legal challenge, we stand ready to assist the City with data accuracy reviews, appeal processes, and responses to property owner claims, ensuring that assessments are calculated based on the adopted methodology and recent changes in assessment law. We work diligently on prevention of issues and vet questions and data at a high level. For this engagement, we would first review the assessment methodology and provide recommendations, even knowing that this has been vetted by the previous consultant. The environment and practices continue to evolve, and NBS is looked to as the consultant who can provide proactive recommendations where others have failed to do so. To that end, NBS views our relationship with the City as an extension of staff. We will essentially be “on retainer” to provide the services listed within our administration scope. NBS will interface with property owners and others in defense of the assessment and discuss a myriad of issues with certain parties. This is a part of our annual service provided at no additional cost. NBS will also defend its work, as is customary and contractually provided for. In the case of a lawsuit against the assessment itself, NBS would work closely with the City to provide resources as needed, some of which may logically be out of scope or out of the norm. In the event of a legal challenge to the assessments or claim by a property owner that they do not receive special benefits or other allegations, NBS would assist the City with responding to a property owner challenge or claim by: • Reviewing the accuracy of the data used as the basis of the assessment and if incorrect, we would amend the assessment levy to reflect the proportional special benefit received. Our experience has found that the County Assessor’s data may not always reflect special characteristics for a parcel that would affect the special benefit that a parcel receives. This is part of our annual administration process, without additional cost. • Assisting the City in establishing an appeal process if the City has not already adopted one. This ensures that property owner challenges or claims are reviewed in a consistent and timely manner. • Preparing a written response to the City that clearly outlines how the assessment was calculated based upon the adopted assessment methodology as approved by the City Council. • Conducting an annual review of the City’s adopted assessment methodology in view of recent changes in assessment law or court cases that may affect the City’s basis of assessment. Proposal for City of Diamond Bar NBS | 16 4 | SCHEDULE The following is an overview of our proposed project schedule. We will discuss a detailed schedule at the kick-off meeting, along with the expected timing for individual tasks. LLAD Annual Administration Timeline for the City of Diamond Bar Month Activity Deliverable April Notice to Proceed Contract April Kick-Off Meeting Detailed Timeline April Commence budget/cost recovery process Budget April Database Development Full Database May Council Meeting ordering Engineer’s Report Resolutions and Staff Reports May Prepare Draft Engineer’s Report Draft Engineer’s Report May Refine Engineer’s Report Final Engineer’s Report June Council Meeting approving Engineer’s Report and setting Public Hearing Resolutions and Staff Reports June Public hearing and adoption of Engineer’s Report and Annual Levies Resolutions and Staff Reports July Prepare final levies Quality control process Initial Levy Submittal August Final Levy Check and review Levies to the County September Manage any rejected or direct bill parcels Reconcile annual levies Direct bills Final Reconciliations October Prepare Annual Reports Respond to Property owner phone calls Final Levy Summary November Respond to property owner phone calls Excellent Property Owner Services December Respond to property owner phone calls Excellent Property Owner Services Proposal for City of Diamond Bar NBS | 17 5 | FEE PROPOSAL As requested in the RFP, the Fee Proposal has been included under separate cover. Proposal for City of Diamond Bar NBS | 18 6 | AGREEMENT NBS accepts the terms and conditions of the City of Diamond Bar standard Consultant Services Agreement. Proposal for City of Diamond Bar NBS | 19 APPENDICES The appendices contain: • Appendix A: Full Resumes for our Key Project Personnel • Appendix B: Scope for As-Needed Formation Services Proposal for City of Diamond Bar NBS | 20 APPENDIX A | PROJECT TEAM RESUMES Proposal for City of Diamond Bar NBS | 21 EDUCATION • Master of Public Administration, Public Sector Management and Leadership, California State University Northridge • Bachelor of Science, Accounting, DeVry University HIGHLIGHTS • Registered Municipal Advisor Representative • Seasoned professional and project manager for SFD consulting projects • More than two decades of experience actively managing formations, annexations and ongoing administration • District Formation • District Administration • Proposition 218 • Financial Projects • Continuing Disclosure • Special District Refunding AFFILIATIONS • CSMFO • Served for seven years on CSMFO’s Annual Conference Planning Committee • Featured speaker at multiple CSMFO chapter luncheons BIOGRAPHY Adina McCargo is a Director with NBS where she oversees the District Administration practice area for NBS. Her team administers over 2,000 different Fees, Charges and Special Financing Districts (SFDs) including Property and Business Improvement Districts (BIDs), Landscape Maintenance Districts (LMDs), 1913/1915 Act Assessment Districts, and Community Facilities Districts (CFDs). Adina has extensive experience with district formations and bond issuance/refunding analysis, as well as the ongoing management of district administration operations. She has also performed feasibility studies and related audits and financial projects. Adina has worked directly with more than 200 agencies and is a Registered Municipal Advisor Representative. RELEVANT PROJECT EXPERIENCE TEAM RESUME ADINA MCCARGO | Director • City of Alameda SFD Financing Formation and Administration. NBS administers the City’s SFDs, which include Assessment Districts, Community Facilities Districts, and a Citywide Sewer Charge. NBS has formed both Bonded and Non- Bonded CFDs for the City. NBS has also provided assessment engineering services for several zones of the Landscaping and Lighting District, which allowed for significant increases in revenue and the addition of inflationary factors. • City of Eastvale SFD Formation and Annual SFD Administration. The City of Eastvale in Riverside County utilizes SFDs including Landscape Maintenance Districts, Benefit Assessment Districts and Community Facilities Districts to support infrastructure and services. NBS provides a full range of annual administration and support services for the City and is an integral part of this function. The 107 SFDs represent approximately 22,500 parcels and $880,000 in revenue. In addition, NBS has formed several SFDs for the City. • City of San Jacinto SFD Formation and Administration. The City of San Jacinto utilizes a number of SFDs to support infrastructure and services. NBS provides formation, administration, Proposition 218 compliance and support services to the City for numerous assessment and Community Facilities Districts (CFDs). NBS administers the City’s 1972 Act Landscape & Lighting Districts and 1982 Act Benefit Assessment District, including more than 72 zones used mainly for maintenance of the City’s many neighborhood parks as well as other landscape and lighting and street improvements throughout the City. In addition to administration services, NBS also assists the City in the formation and annexation services for various SFDs. “NBS went above and beyond as a consultant with assisting the City through a difficult Proposition 218 process. They were always available to provide valuable insight, analysis, and technical information to the City and at Community meetings, whenever and wherever called upon. We greatly appreciate the level of expertise NBS provided.” Shandy Dittman, Senior Management Analyst, Pomona Proposal for City of Diamond Bar NBS | 22 TEAM RESUME KRISTIN HARVEY | Senior Consultant EDUCATION • Bachelor of Arts, Mathematics and Economics, University of California, San Diego HIGHLIGHTS • Experienced SFD administrator • Excellent resource for many agencies throughout California, including Los Angeles County • Experienced consultant assisting agencies with feasibility studies, special district formations and annexations • Over 21 years of experience • Proficient with many ancillary services, including audits, continuing disclosure, bond tenders, and enhanced administration analyses • Experienced leader managing the oversight of tax submittals, continuing disclosure services, homebuyer disclosure reporting, delinquency management services, and the NBS customer care group BIOGRAPHY Kristin Harvey is a Senior Consultant with NBS where she administers Special Financing Districts (SFDs), including Parcel Taxes, Standby Charges, Mello-Roos Community Facilities Districts (CFDs), 1913/1915 Act Assessment Districts, Landscape and Lighting Districts (LLDs), Benefit Assessment Districts (BADs) and County Service Areas (CSAs). She has worked directly with dozens of local agencies and has experience in many counties throughout the State of California. Her primary focus is quality client service. RELEVANT PROJECT EXPERIENCE • City of Lathrop: Manages the annual administration of special assessments for eight (8) Landscape & Lighting Maintenance Districts and five (5) 1915 Act Assessment Districts, as well as special taxes for nine (9) Community Facilities Districts. Provided training to City staff on D- FAST® software and customer service for property owners. Services provided to the City include assessment apportionments, delinquency management, and continuing disclosure. • City of Santa Monica: Oversees the annual preparation of the City- wide Parcel Tax and Stormwater User Management Fee for approximately 23,500 parcels, based on the City’s municipal code. The tax levy calculations are based on parcel size and runoff factors, incorporating special condominium acreage allocations and City-approved exemptions. Database management and annual reports for City records separating utility and privately owned parcels. • City of Dinuba: Provided a range of Assessment related services including boundary and levy audits, formation of new districts, and special versus general benefit analysis, resulting in modifications to the Engineer’s Report. • Town of Mammoth Lakes: Provides administration for a variety of Benefit Assessments, including Assessment Districts formed under Landscaping and Lighting Act of 1972, Benefit Assessment Districts formed under Benefit Assessment Act of 1982, and Maintenance District formed pursuant to the Improvement Act of 1911. • City of Palmdale: Administers Community Facilities Districts with complex special tax methodologies. Consulting provided for bond refundings, enhanced administration services, bond tenders, and delinquency management and foreclosures. Collaborated with other industry professionals during workouts under unique financial conditions. • Association of Bay Area Governments: Manages the annual administration of special assessments and taxes with elaborate bond structures, which require cooperation with multiple agencies in the Bay Area for continuing disclosure reporting, bond calls, and ongoing administration services. “We are indeed fortunate to have Kristin and NBS on top of the annual requirements for special financing districts and ready to respond on our behalf. We are thankful that you take charge and look out for the City’s best interests.” Joe Hall, Accountant City of Gilroy Proposal for City of Diamond Bar NBS | 23 TEAM RESUME JOHN EGAN | Professional Engineer LICENSE • Registered Professional Engineer • State of California C14853 EDUCATION • Bachelor of Science, Civil Engineering, Iowa State University • Master of Science, Business Administration, Anderson Graduate School of Management, University of California (Los Angeles) PROFESSIONAL AFFILIATIONS • American Public Works Association (APWA) • American Society of Civil Engineers • American Water Works Association (AWWA) • American Academy of Environmental Engineers BIOGRAPHY John Egan has more than 50 years of professional civil and environmental engineering experience. John is responsible for direction of conceptual development, planning, design, and preparation of construction documents and planning studies for a variety of public works and private development projects. In this capacity, he directs and/or supervises preparation of planning, derivation and analysis of alternatives, comparative costs and design efforts, and is responsible for project administration, client coordination and construction management services. John’s related experience concerning the planning and conduct of special assessment projects includes use and/or administration of the Municipal Improvement Acts of 1913 and 1915, Mello-Roos Community Facilities Act of 1982, and the Uniform Standby Charge Procedures. John was the Assessment Engineer/Engineer-of-Work for conduct and implementation of numerous assessment districts utilizing provisions of various assessment acts, including the Landscape and Lighting Act of 1972 and the 1913 and 1915 Municipal Improvement Acts RELEVANT PROJECT EXPERIENCE • City of San Jacinto, 90+ Landscape and Lighting District Zones of Benefit • City of San Leandro, Neptune Drive Flood Control Assessment District • City of Union City, Union Landing Property & Business Improvement District • County of Imperial, County Service Area Formation • Valley-Wide Recreation and Park District, Multiple Landscape and Lighting Districts Proposal for City of Diamond Bar NBS | 24 TEAM RESUME JEREMY TAMARGO | Associate Director EDUCATION • Master of Science, Environmental Engineering, Syracuse University • Bachelor of Science, Civil Engineering, University of Notre Dame • Certificate, Advanced Study in Sustainable Enterprise, Syracuse University PROFESSIONAL AFFILIATION • American Society of Civil Engineers HIGHLIGHTS • Experience in both public and private sectors • Civil engineering design • Utility master planning • Development review • Mapping and analysis in ArcGIS • AutoCAD “Jeremy did a great job presenting to our governing Board and answering tough questions. We threw lots of curve balls at NBS, and Jeremy always kept pace with our needs and timeline.” and energy Rich Stevenson Director of Finance Sweetwater Authority BIOGRAPHY Jeremy Tamargo has nearly a decade of professional civil engineering experience in both the public and private sectors. He is a licensed professional engineer in the State of Oregon and has an application in technical review with the California Board for Professional Engineers, Land Surveyors, and Geologists for comity licensure in the State of California. Jeremy’s recent experience as an Assistant City Engineer and Principal Engineer included the following activities: • Supervising, planning, designing, and inspecting all phases of civil engineering public works construction projects • Defining the scope of the project; securing adequate funding from Federal and State grant programs and other funding sources • Coordinating with permitting and public utility agencies • Surveying and engineering analysis of alternatives • Preparing plans, specifications, and cost estimates • Coordinating construction schedules with other projects and agencies • Preparing and reviewing cost estimates and inspecting construction of projects to ensure compliance with construction documents • Reviewing compliance criteria for the design and construction of streets, sidewalks, and public utilities RELEVANT PROJECT EXPERIENCE • City of Oceanside – LMD Evaluation, Audit, Assessment Increase and Public Engagement: Evaluation and audit of 11 landscaping assessment districts completed. The City is determining which districts to proceed with for public engagement and assessment increases. • City of Fairfield – Lighting and Landscape Maintenance District (LLMD): Completed the general vs. special benefit analysis to determine the final assessment rates based on inventoried maintenance landscapes, parcels, streetlights, and boundaries for each of the City’s 19 Landscaping and Lighting Maintenance Assessment Districts and associated Annexations. • Stallion Springs Community Services District – Road Assessment District: Completed the general vs. special benefit analysis to determine the final assessment rates. Jeremy will assist in forming an Assessment District from this project in 2025. • City of Poway – Assessment Engineering Consulting Services: Calculation of general vs. special benefit analysis to determine the final assessment rates for two Landscape Maintenance Districts that generate less revenue than needed to provide the authorized and intended services. Proposal for City of Diamond Bar NBS | 25 TEAM RESUME JEREMY JUNG | GIS Senior Consultant EDUCATION • Bachelor of Science, Political Science, California Polytechnic State University, Pomona • Certificate, Geospatial Technician, Victor Valley College • Certificate, Geographic Information Systems, San Bernardino Valley College • Certificate, Geographic Information Systems, Rio Hondo College HIGHLIGHTS / TECHNICAL • Configure and maintain ESRI ArcGIS applications (web maps, Dashboards, StoryMaps, Survey123, Collector, QuickCapture) • Prepare numerous boundary maps, diagrams, and 1915 Act lien apportionments • ArcDesktop, ArcSDE, ArcGIS Server, ArcGIS Online, Survey 123, Collector • Python Software experience • SQL for data manipulation and analysis • Autodesk AutoCAD BIOGRAPHY Jeremy Jung is a Geographic Information Systems (GIS) Senior Consultant for NBS. He has nearly a decade of experience in the design and maintenance of GIS Geodatabases in a SDE environment, including reconciling/posting and QA/QC. He has developed new workflows and utilized Model Builder for processing parcel data that removed the need to purchase the data on a quarterly basis. Jeremy has performed spatial analysis to identify restricted areas for Cannabis Delivery Services, and utilized basic Python scripts to edit and automate GIS workflows. He has updated and maintained numerous map services for GIS applications (Cityworks, CRW Trakit, Granite XP, Internal Geoviewer, Public Viewer). As a GIS Senior Consultant, Jeremy creates maps and analyzes data associated with county assessor’s parcels, district boundaries, public facilities and improvements as well as captures custom images utilizing the latest in GIS technology. In addition, he is able to create custom web-based GIS applications for internal and external use by NBS clients. RELEVANT PROJECT EXPERIENCE Our staff appreciates the expertise, guidance and experience that the NBS teams bring to our special assessments.” Mike Gow, General Manager / Chief Engineer, Lake Hemet Municipal Water District • CivicMic – Successfully completed a variety of projects for CivicMic including the creation of surveys, web maps, web apps, and testing ESRI Hubs. The web applications assist with facilitating community outreach and public engagement opportunities to determine the level of public support. • East Contra Costa Fire Protection District – Calculated fire stations distance drive times and half mile buffer distances within ECCFPD boundary to determine best response times for each parcel. Utilizing network analysis was instrumental in determining the calculation of special general benefit and proportionality for ECCFPD. • Los Angeles County Metropolitan Transportation Authority – Accomplished creating a quarter mile and half mile buffers around- approximately 60 stations to help identify assessed values for each parcel within the buffer zones. • City of Fairfield Lighting and Landscape Maintenance District (LLMD) - Created visual web application dashboard which displayed numerous metrics and inventoried maintenance landscapes, parcels, streetlights, and boundaries for each district. • Reclamation District 1000 – Assisted with the fee study by creating a web map that showed all the parcels that belong within the district and have a filter based on Customer Class and Drainage. • Rio Del Mar Flats – Assigned a benefit category for each parcel within district and submitted an assessment diagram. Created web map that displayed location of community participation. Proposal for City of Diamond Bar NBS | 26 APPENDIX B | SCOPE FOR AS-NEEDED FORMATIONS 1972 Act Assessment District Formation | Optional Phase 1 - Proposition 218 Special vs. General Benefit Analysis Based on the City’s mention of any future districts as appropriate, we have included our formation scope for the City’s consideration. BUDGET DEVELOPMENT NBS will review a budget for the projected costs of improvements, maintenance, and services. Cost categories may include, but not be limited to, all relevant expenses, capital improvements, incidental costs (engineering, legal, City staff, consultants and ongoing administration), operating reserves, capital improvement reserves, and equipment/material replacement reserves. PARCEL DATABASE NBS will establish a parcel database for assessor parcels as currently shown on the County assessor's parcel maps or development maps. The database will include land divisions, ownership and mailing information, and parcel information relevant to the spread of the assessments. SPECIAL VS. GENERAL BENEFIT ANALYSIS NBS will review the proposed improvements, maintenance, services, budgets, location and type of improvements, special benefit, general benefit, and recent case law with legal counsel. Meet with City staff and legal counsel to discuss appropriate and/or alternative approaches to the proposed assessment district. Provide staff with related support for the duration of the project. CITY REVIEW NBS will communicate with City staff for the review of costs, improvements, maintenance, services, statute requirements and benefits conferred. SEPARATION AND QUANTIFICATION OF SPECIAL AND GENERAL BENEFIT NBS will analyze improvements, maintenance, services, proposed boundaries, district characteristics, parcel characteristics, special and general benefits conferred, and assessment engineering industry standards and sources to separate and quantify special vs. general benefit in compliance with the special benefit requirements of Proposition 218 for review by all stakeholders. METHOD OF ASSESSMENT (RATES) NBS will prepare a Method of Assessment, including rates, in compliance with the proportionality requirements of Proposition 218 for review by all stakeholders. FINDINGS AND RECOMMENDATIONS MEMO NBS will prepare a Memo summarizing the findings and recommendations. The main goal of the report is to separate and quantify special and general benefit and to provide a Method of Assessment for the proposed assessment district in accordance with the special benefit and proportionality requirements of Proposal for City of Diamond Bar NBS | 27 Proposition 218 and recent case law. The report will provide analysis and numerical support for the breakdown of special vs. general benefit and the Method of Assessment. The City will use the report to determine the amount of the general fund contribution and the amount that can be assessed under the proposed assessment district. The City may also use the report for community outreach efforts where all stakeholders may provide input, and participate. MEETING ATTENDANCE NBS will attend up to two in-person meetings (including community outreach meetings) to address questions and/or concerns. NBS will attend additional in-person meetings as requested by the City subject to additional expenses for time and travel. Phase 2 - Proposition 218 Landscape and Maintenance Assessment District Formation Services PROJECT SCHEDULE NBS will communicate with City staff, legal counsel and other interested parties to: • Establish lines of communication. • Clarify the specific project goals, components and criteria that will meet the City’s preference. • Identify and resolve any special circumstances that may be involved in the formation. • Develop project schedules to meet legal requirements and provide for effective interfacing of all involved parties. • Establish meeting points consistent with the schedule to achieve project milestones. • Establish and coordinate with City staff a schedule to assure completion of necessary actions and compliance with statutes. RESOLUTIONS, NOTICES AND BALLOTS NBS will work with legal counsel to prepare Resolutions, notices and ballots, as required, for compliance with the 1972 Act and Proposition 218. NBS will review legal notice of the public hearing to be published by the Clerk, as required, by the 1972 Act. PRELIMINARY ENGINEER’S REPORT NBS will prepare, submit and review with City staff a Preliminary Engineer’s Report, including description of improvements, map of improvements, plans and specifications, cost estimate, assessment methodology, assessment roll and diagram. FINAL ENGINEER'S REPORT NBS will prepare, submit and review with City staff a Final Engineer's Report, including description of improvements, map of improvements, plans and specifications, cost estimate, assessment methodology, assessment roll and diagram. PUBLIC HEARING AND BALLOT TABULATION NBS will tabulate the ballots returned via the most appropriate method (bar code or other) and report the results to the legislative body at the completion of the public hearing. Proposal for City of Diamond Bar NBS | 28 DIAGRAM RECORDATION NBS will record the diagram with the County Recorder. LEVY CALCULATION NBS will calculate the first year’s levy and process for approval by City Council simultaneously with the assessment formation proceedings. MEETING ATTENDANCE NBS will attend the public hearing in-person to tabulate the ballots and address questions and/or concerns. NBS will attend additional in-person meetings as requested by the City subject to additional expenses for time and travel. CONSULTING SUPPORT NBS will provide a toll-free phone number for use by the City staff and all stakeholders. NBS staff will be available to answer questions regarding the formation.