10-0701_MUNISERVICES, LLC._Personal Services Agreement 2nd Amd (2)SECOND AMENDMENT TO
PERSONAL SERVICES AGREEMENT
THIS SECOND AMENDMENT TO THE PERSONAL SERVICES AGREEMENT
between the CITY OF SAN JUAN CAPISTRANO ("City" 4and MUNISERVICES,
("Consultant") is made and entered into, to be effecday of July 2012, as
follows:
RECITALS
WHEREAS, the City and Consultant have entered into a Personal Services
Agreement dated July 1, 2010, to conduct Property Tax Revenue (PTX) and Sales and Use
Tax Audit (SUTA) and Sales/Use Tax Analysis and Reporting Service (STARS) services
(the "Agreement"); and
WHEREAS the City and Consultant amended the terms of the Agreement pursuant
to the First Amendment effective as of July 1, 1011, to extend the Agreement for the
Consultant to conduct Property Tax Revenue (PTX) and Sales and Use Tax Audit (SUTA)
and Sales/Use Tax Analysis and Reporting Service (STARS) services; and
WHEREAS, the City and Consultant desire to amend the terms of the Agreement as
provided hereunder.
SECOND AMENDMENT
NOW, THEREFORE, in consideration of the promises and mutual covenants
contained therein, City and Consultant agree to amend the following Sections of the
Agreement as follows:
Section 1. Provide Property Tax Revenue, Sales and Use Tax Audit and Sales/Use Tax
Analysis and Reporting Service, as well as services listed in Exhibit A, for the City of San
Juan Capistrano only.
Section 2. The tens of the Agreement is hereby extended to June 30, 2013.
Section 3. The compensation for the services to be performed by the Consultant shall not
exceed twenty-five thousand dollars ($25,000) for the full term and all allowable extensions.
All other provisions of the Agreement not amended hereunder shall remain in full
force and effect.
SIGNATURE PAGE FOLLOWS
-1-
IN WITNESS WHEREOF, the parties hereto have executed this Agreement.
APPROVED AS TO FORM:
-2-
CITY OF SAN JUAN CAPISTRANO
B
en P. Brust, City Manager
MUNISERVICES, LLC
By:
Marc Herman, President
Ad -Hoc Reports Price Sheet
Foreclosure Data
Assessment Appeals (including up to 5 sub -areas) Sample PDF 5 5 $ 1,000 $ 1,000
CAM Renorts
Basic package
Proplink/
Hours
$
Cost
Direct and Overlapping Debt Report'"*
Report
Sample PDF
Client
Non -client
Client
Non -client
Top XX Assessee (city)
Proplink
1
1.5
$
150
$
225
Top XX Assessee (RDA)
Proplink
1
1.5
$
150
$
225
Top XX Assessees detail
Both
1.5
1.5
$
225
$
225
Top XX Assessments (secured, unsecured or combined)
Proplink
1
1
$
150
$
150
Top XX Value Changes (secured, unsecured or combined)
Both
1.5
1.5
$
225
$
225
Top XX Assessed Value Increases
1.5
2
$
225
$
300
Top XX Assessed Value Decreases
1.5
2
$
225
$
300
Historical Growth of Taxable Value
Both
2
2
$
300
$
300
Value Summary by Type (sec, uns, unitary)
Both
1
1.5
$
150
$
225
Taxable Value by Land Use w/ graph
Both
1
1.5
$
150
$
225
Taxable Value Change Summary by TRA
Both
2
2.5
$
300
$
375
.Taxable Value Summary by TRA, Land Use and Tax Type
Both
2
3
$
300
$
450
Listing of City/RDA owned properties
2
3
$
100
$
200
Airplane listing w/ values
1
1.5
$
150
$
225
boat listing w/ values
1
1.5
$
150
$
225
Prop 13 Analysis
2
2
$
300
$
300
1% Property Tax Distribution
1
1
$
150
$
150
Tax Increment Revenue Summary by TRA
Both'
2
2
$
300
$
300
General Fund Revenue Summary
Proplink
2
2.5
$
300
$
375
Absentee owner listing
1
1.5
$
150
$
225
Parcel number change listing
2
2
$
300
$
300
New Construction Analysis utilizing building permit data (GANN talcs)
1
1
$
300
$
300
Population change in city/county (GANN limit calculations)
I
1
$
150
$
150
Listing of bank owned properties
price varies on # of properties
Transfer of ownership summary
1
1
$
150
$
150
Sales Value History (SFR)
Recent Residential Sales Analysis (SFR)
1.5
1.5
$
225
$
225
Recent Residential Sales -detail
1
1
$
150
$
150
Residential New Construction
1
1
$
150
$
150
Commercial Property Sales -detail
1
1
$
150
$
150
Industrial Property Sales -detail
l
1
$
150
$
150
Secured Assessed Value Growth (decline) Analysis
2
2
$
300
$
300
Property Tax Delinquency Rates (where available)
2
2
$
300
$
300
Property Tax Revenue Forecast (per area)
1.5
2
$
225
$
300
Foreclosure Data
Assessment Appeals (including up to 5 sub -areas) Sample PDF 5 5 $ 1,000 $ 1,000
CAM Renorts
Basic package
$
500
$
500
Direct and Overlapping Debt Report'"*
$
425
$
425
Principal Employers
$
950
$
950
Demographic and Economic Statistics Reports
$
100
$
100
Additional Ad hoc reportstanalysis $150/hr
EXHIBIT "A"
Ad hoc reports_pricesheet