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Home My WebLink AboutGovernment Services Group Oak 2004-2005 -::;>0 " , Ii GSG Government Services Group, Inc. Dedicated to solving funding 81/d service delivery issues in the public sector cri1.'\.....rnlUl nt ~t"~."Ti("(";o, (~..OUJ1~ Ith". 1500 Mahan Drive. Suite 250 . Tallahassee. fL 32308. Phone (850) 681-3717 . Fax (850) 224-7206 . E.mail: gsg@govserv.com October 21,2003 Louise Franghoul Director of Finance City of Winter Springs 1126 East S.R. 434 Winter Springs, FL 32708 Re: Oak Forest Wall Neighborhood Improvements Assessment Program Continuing Services for Fiscal Year 2004-05 Ms. Franghoul: Winter Springs has completed its fourth year of the annual assessment program for the Oak Forest Wall initiated in Fiscal Year 1999-2000. Government Services Group, Inc. ("GSG") and Nabors, Giblin & Nickerson, P.A. ("NG&N") are pleased to have assisted Winter Springs in undertaking and successfully implementing this recurring revenue source. In order to continue this relationship and the achievements realized thus far, I have enclosed the following: (1) scope of services, (2) listing of hourly rates, (3) fees and costs, and (4) critical events schedule synopsis to assist the City in the preparation of the November 2004 tax rolls for the Oak Forest Wall Municipal Service Benefit Unit (MSBU) assessment program. Please review the attached work order and scope of services. We are currently preparing our schedule for the upcoming assessment season, and would appreciate your prompt reply. This will help us to accommodate your requests and provide you with thoughtful and deliberate attention to ensure the continuation of this successful recurring revenue source. The execution of this letter agreement indicates acceptance of this proposal and Notice to Proceed. Upon execution of this agreement, please provide us with one signed copy for our files. Ms. Louise Franghoul October 21,2003 Page Two We look forward to working with the City of Winter Springs on this important project. If you have any questions or need further information, please feel free to call me. /mlm Attachments Cc: Nabors, Giblin & Nickerson, P.A. ACCEPTED AND AGREED TO FOR FISCAL YEAR 2004-05 ASSESSMENT ROLL: Winter Springs By: Title: ~dM~ Date: (Jv~ro#o I{- l.(-O~ Ms. Louise Franghoul October 21 , 2003 Page Three ANNUAL ASSESSMENT PROGRAM Scope of Services Task 1 : Assistance to Finalize Project Costs & Finance Terms GSG will obtain from City staff or other designated City representatives (1) final projects costs, (2) final financing terms as arranged by City management, and (3) refunding calculations (if necessary). GSG will then make any required adjustments to the project databases in preparation for remaining annual assessment services. Task 2: Annual Maintenance of the Assessment Roll Provide periodic updates and reconciliations of the certified special assessment roll. Coordinate and reconcile prepayment amounts with Winter Springs. Task 3: Prepare Annual Assessment Roll Develop and update the assessment roll for Fiscal Year 2004-05 for use in the recurring annual assessment program by obtaining new download of ad valorem tax roll information from the Seminole County Property Appraiser's Office and identifying changes to parcels (i.e., splits, combinations and subdivisions). GSG will work with City staff as necessary to process database revisions generated. Task 4: Determine Revenue Requirements Advise the City of Winter Springs in determining the annual assessment revenue requirements for the assessment program(s) for Fiscal Year 2004-05 based on information from the City's financial advisor or other appropriate management personnel. Task 5: Calculate Annual Assessment Amounts Calculate/confirm the annual assessment amounts based on the apportionment methodology and revenue requirements for the assessment programs for Fiscal Year 2004-05. , Ms. Louise Franghoul October 21, 2003 Page Four Task 6: Certify the Annual Assessment Roll If required, advise and assist with the legal requirements for the adoption of the final assessment rate resolution in accordance with Section 197.3632, Florida Statutes including the certification of the assessment roll to the Seminole County Tax Collector. Task 7: Compute Prepayment Amounts Compute the prepayment amounts upon issuance of the ad valorem tax bill Fiscal Year 2004-05 and prepare a prepayment roll. Task 8: Assistance with Periodic Reconciliation of Assessment Proceeds Received by the County Tax Collector's Office City staff will provide GSG with detailed information regarding collection activity from the County Tax Collector so that GSG can perform a verification of the collection activity. Collections from payments on ad valorem tax bills and tax certificates will be analyzed in October. . 'i ~I , , Ms. Louise Franghoul October 21 , 2003 Page Five Listing of Fees and Costs For services provided by GSG the lump sum fee for professional services for the proposed scope of services will be $12,400. The lump sum fee for professional services includes one on-site visit with representatives of GSG and NG&N. Additional on-site meetings may be arranged at our standard hourly rates. Project status meetings may be arranged through scheduled telephone conferences in lieu of additional on-site visits. The lump sum fee does not include the costs of producing and mailing the statutorily required first class notices for Fiscal Year 2004-05, if required. These costs depend on the number of assessable parcels of property within the project areas. However, mailing and production costs are $1.25 per parcel, due and payable one week prior to mailing date according to the critical events schedule. The lump sum fee will be due and payable on a quarterly basis (assuming notice to proceed occurs by November 1, 2003) as follows: Payment Schedule 25 % of lump sum fee ($3,100) 25 % of lump sum fee ($3,100) 25 % of lump sum fee ($3,100) 25 % of lump sum fee ($3,100) December 2003 March 2004 June 2004 September 2004 ". " I , .,' I I . , Ms. Louise Franghoul October 21,2003 Page Six Event Schedule Annual Maintenance of the Assessment Roll Periodically Determine Revenue Requirements May-August 2004 Certify Annual Assessment Roll Aug ust -September 2004 Assist with Reconciliation of Proceeds Received by County Tax Collector October 2004