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Mr. Kenny Nguyen City of Santa Ana Renewal Letter Proposal to Provide D/strictAdministration Services February27, 2020 Page 11 • Special Assessment. A toll -free telephone number of the Consultant's designation will appear on the regular property tax billing next to the Special Assessment to facilitate contact with the public. Willdan will provide qualified and competent staff members to answer taxpayer questions regarding the purpose of the Special Assessment, the facilities constructed and/or maintained by the District, the use of bond proceeds and the method of apportionment of the Special Assessment. • Prepayment Calculations - At the request of the landowners, Willdan will calculate the prepayment amount for a parcel(s) and provide any additional information as requested related thereto. Services related to requests for payoff information from parties other than the City or property owner will be at the expense of the requesting party. If a prepayment is received, Willdan will comply with Revenue Taxation Code 163 by preparing the Release of Lien. Willdan will coordinate with City staff to have a City representative sign the Release. Willdan will record the Release within 5 days of receiving the signed Release and provide a copy to the City. The fee for this service is $50 per calculation, to be paid by the requestor. Delinquency Management — Determine delinquency status and coordinate the City's foreclosure requirements. • Delinquency Policy - Willdan will review and make recommendations to the City to ensure that any policies established related to the collection of delinquent Special Assessments are consistent with the foreclosure covenant and/or with the requirements of the District formation documents. • Delinquency History - Willdan will maintain a database that includes a delinquency history of the parcels, as derived from the County property tax system. Delinquency history will include delinquent amounts for each parcel including reference to those parcels that have been referred to Foreclosure Counsel, and prior year delinquencies that have been paid. Delinquency Tracking and Reporting - Willdan will research the records of the County Tax Collector for payment information to determine which parcels are delinquent after the December 10 and April 10 property tax installment due dates, after June 30 and prior to the date in which the City is obligated to initiate foreclosure proceedings under the foreclosure covenant. Delinquency reports Bond Calls — Willdan will perform required bond call spreads and coordinate the early redemption of outstanding bonds. Additional efforts needed to complete bond calls; such as, cash flow certificates, special analyses and/or atypical spread calculations, shall be charged hourly using our then -current hourly rates (see "Additional Services' section). However, Willdan will not begin any additional work without prior approval from City staff. Continuing Disclosure Services The following outlines the steps required to provide annual disclosure services. • Review pertinent documents and data related to debt issuance. • Collect requisite information from Orange County agency, as applicable. • Create a parcel database which includes; assessor parcel numbers, land and structure values, land use, owner name, charge amount, original assessment amount, principal amount due, and outstanding principal, as applicable for each fiscal year. • Create a detail and summary report of delinquent parcels, as applicable. • Provide the City and Urban Futures with the parcel database and delinquency reports to assist Urban Futures in preparing an Annual Continuing Disclosure Report. Client Responsibilities Willdan will rely on assistance from the City of Santa Ana in obtaining the following information: Although Willdan will annually research information regarding land subdivision, as required by the City of Santa Ana, it may be necessary for the City to assist Willdan in obtaining this information, including information regarding collections, assessments, funds, and payments and/or prepayments received by the City. • The annual administrative cost information to be incorporated into the annual levy each year. • Parcel information for those properties that paid off during the year. COMPREHENSIVE. INNOVATIVE. TRUSTED. 19