HomeMy WebLinkAbout1994-04-26 - AGENDA REPORTS - AGMT LA AUDITOR CONTROLLER (2)AGENDA REPORT
CONSENT CALENDAR
City Manager Approval
Item to be presented4by:
Anthony J. Nisich4A
DATE: April 26, 1994
SUBJECT: AGREEMENT WITH THE LOS ANGELES AUDITOR -CONTROLLER
FOR BILLING OF DIRECT ASSESSMENTS
DEPARTMENT: Community Development
BACKGROUND
There are seven special assessment districts within the City. These districts were established to
provide for services and continual maintenance of landscaping or facilities. The districts are:
Santa Clarita Nuisance Abatement District
Drainage Benefit Assessment District #3
Drainage Benefit Assessment District #6
Drainage Benefit Assessment District #18
Golden Valley Road Assessment District #92-2
Soledad Canyon Road Financing District #92-4
Santa Clarita Landscape District #1
The funds to provide these services are collected by the Auditor -Controller through direct
assessments on the Secured Tax Roll. The funds are then disbursed to the City for administration
of the district.
The agreement establishes the Auditor -Controller billing service charges, plus a 6.5%
insurance/liability surcharge, which is charged to all contract cities in the event of liability claims.
All agencies, including the County, who use the Tax Assessors billing services, are required to pay
the same surcharge.
At this time, the City has approximately 450 parcels in its special districts where these billing
services will be utilized. This translates into a total approximated cost of $72.00, which will be
automatically deducted by the Auditor -Controller from the direct assessment amount collected prior
to disbursement of funds to the City. Based on the number of billings and the amount of staff time
that would be required to perform this function, staff feels that continuing the services of the
Auditor -Controller direct billing is the most cost-effective method of billing the special district
assessments.
RECOMMENDATION
Approve the agreement, and authorize the City Manager to execute the agreement.
ATTACHMENT
Agreement for Billing of Direct Assessments
NEO:hds ri.Item:
councincnryaudi.ned
APPROVED Age
AGREEMENT FOR BILLING OF DIRECT ASSESSMENTS
This agreement Is made and entered Into between Los Angeles County Auditor -Controller and the
City of Santa Clarita to provide the service of placement of direct assessments on the Secured Tax
Roll and distribution of collections to the City of Santa Clarita.
I. PROPERTY TAX SERVICES
Los Angeles County will place direct assessments on the Secured Tax Roll and distribute
collections to, the City of Santa Clarita at the same time and In the same manner as Los Angeles
County property taxes are collected and distributed. The City of Santa Clarlta will adhere to the
policies and procedures established by the Los Angeles County Auditor -Controller as outlined
In the Direct Assessment Submission Procedures Manual.
Requests for the levy of direct assessments shall be accompanied by a resolution stating the
agency has compiled with all laws pertaining to the levy of the particular assessment and
indicating the purpose of the direct assessment.
Fee for Billing Services
For billing of direct assessments, the Los Angeles County Auditor -Controller shall collect the
following charges:
Automated (tape) Input - $0.15 per assessment per parcel
Manual Input - $1.40 per assessment per parcel
An Insurance/Uabiiity Surcharge of 6.5%, per assessment per parcel will be collected for
contract cities.
For correction of direct assessments requested by the City of Santa Clarita after extension of
the tax roll, the Los Angeles County Auditor -Controller will collect $20.00 per correction.'
The Los Angeles County Auditor -Controller will charge an additional fee for extended services
provided to the City of Santa Clarita that are not outlined in the Auditor -Controller Direct
Assessment Submission Procedures Manual.
II. COLLECTION OF AUDITOR -CONTROLLER FEES
Direct Assessment billing charges are collected once a year on the January 10% advance
distribution. Any additional charges are deducted on the next available distribution of monies.
III. ACCOUNTING SERVICES
The Los Angeles County Auditor -Controller has available a report of direct assessments levied
for the tax year by parcel and will provide the City of Santa Clarlta this report upon request.
Accountln Services be and 4WIII b id d
g y s w e cons ere extended services and will be subject to
additional charges and fees.
K
DIRECT ASSESSMENT AGREEMENT
.-! Page 2
IV. MODIFICATION OF COLLECTION FEES AND CHARGES
The Los Angeles County Auditor -Controller reserves the right to Increase or decrease any
charges herein provided, In proportion to any changes in costs Incurred by the
Auditor -Controller in providing the services described herein, provided that written notice of any
Increase or decrease In charges is given to the City of Santa Clarita.
V. TERMS OF AGREEMENT
All existing agreements between Los Angeles County Auditor -Controller and the City of Santa
Ctarita pertaining to the collection of direct assessments shall be terminated upon the execution
of this agreement. This agreement shall continue from year to year and shall be subject to
cancellation by either party by giving a thirty -day written notice to the other party of
cancellation.
By.
{ 1
Date:
Auditor -Controller
(D NED:hds
cMcmyaWij. A
LOS ANGELES COUNTY
AUDITOR -CONTROLLER
By:
Date:
Taxing Agency
Note...
PIs copy on agency letterhead &
mail along with your signed agency agreement before June 1, 1994
County of Los Angeles
Auditor -Controller, Tax Section
Direct Assessment Processing Unit
500 W. Temple Street, Room 153
Los Angeles, CA 90012
AGENCY INFORMATION SHEET
Account # 249.51 - SANTA CLARITA NUISANCE ABATE
Please be advised that for fiscal year 1994-95: (Place initials next to the correct response5):
1. We will not submit Direct Assessment Input for the above referenced
account. (STOP here if initialed, and go to next paragraph).
2a. We will submit Direct Assessment input for the above referenced direct
assessment account;
b. We have read and signed the AGREEMENT FOR BILLING OF DIRECT
ASSESSMENTS; (Return Agreement with Information Sheet)
1) Resolution attached YES ❑ NO ❑
2) Resolution will accompany 94-95 input YES ❑ NO ❑
c. We have received, read and understood the enclosed Direct Assessment
Submission Procedure Manual, revised on February 1994; and
d. We have chosen Option 10 or Option 211 for the Direct Assessment
Processing Undergoing Parcel Changes. (See Page 5-1 of manual).
The following name and phone number will be the contact for any taxpayer questions regarding
direct assessment charges for the above referenced account number: (Please print)
Name of Taxpayer's Contact:
Phone Number ( ) Ext
For correspondence regarding direct assessment processing, please mail to:
The Attention of:
Forany questions, please call me at ( )
Agency Representative Signature
Agency Representative Name (in print)
Date
Note...
Pls copy on agency letterhead &
mail along with your signed agency agreement before June 1, 1994
County of Los Angeles
Auditor -Controller, Tax Section
Direct Assessment Processing Unit
500 W. Temple Street, Room 153
Los Angeles, CA 90012
AGENCY INFORMATION SHEET
Account # 249.52 - SANTA CLARTTA DRAINAGE #3
Please be advised that for fiscal year 1994-95: (Place initials next to the correct responses):
1. We will not submit Direct Assessment Input for the above referenced
account. (STOP here if initialed, and go to next paragraph).
2a. We will submit Direct Assessment input for the above referenced direct
assessment account;
b. We have read and signed the AGREEMENT FOR BILLING OF DIRECT
ASSESSMENTS; (Return Agreement with Information Sheet)
1) Resolution attached YES ❑ NO ❑
2) Resolution will accompany 94-95 input YES ❑ NO 0
c. We have received, read and understood the enclosed Direct Assessment
Submission Procedure Manual, revised on February 1994; and
d. We have chosen Option 10 or Option 20 for the Direct Assessment
Processing Undergoing Parcel Changes. (See Page 5-1 of manual).
The following name and phone number will be the contact for any taxpayer questions regarding
direct assessment charges for the above referenced account number: (Please print)
Name of Taxpayer's Contact:
Phone Number ( ) Ext
For correspondence regarding direct assessment processing, please mail to:
The Attention of:
For any questions, please call me at ( )
Agency Representative Signature Date
Agency Representative Name (in print)
Note...
Pls copy on agency letterhead &
mail along with your signed agency agreement before June 1, 1994
County of Los Angeles
Auditor -Controller, TaxSection
Direct Assessment Processing Unit
500 W. Temple Street, Room 153
Los Angeles, CA 90012
AGENCY INFORMATION SHEET
Account # 249.53 - SANTA CLARITA DRAINAGE #6
Please be advised that for fiscal year 1994-95: (Place initials next to the correct responses)
1. We will not submit Direct Assessment Input for the above referenced
account. (STOP here if initialed, and go to next paragraph).
2a. We will submit Direct Assessment input for the above referenced direct
assessment account;
b. We have read and signed the AGREEMENT FOR BILLING OF DIRECT f
ASSESSMENTS; (Return Agreement with Information Sheet) -'
1) Resolution attached YES ❑ NO o
2) Resolution will accompany 94-95 input YES o NO
c. We have received, read and understood the enclosed Direct Assessment
Submission Procedure Manual, revised on February 1994; and
d. We have chosen Option 10 or Option 20 for the Direct Assessment
Processing Undergoing Parcel Changes. (See Page 5-1 of manual).
The following name and phone number will be the contact for any taxpayer questions regarding
direct assessment charges for the above referenced account number: (Please print)
Name of Taxpayer's Contact:
Phone Number ( )
For correspondence regarding direct assessment processing, please mail to:
The Attention of:
For any questions, please call me at (
Agency Representative Signature
Agency Representative Name (in print)
Date
Ext
Note...
Pis copy on agency letterhead &
mail along with your signed agency agreement before June 1, 1994
County of Los Angeles
Auditor -Controller, Tax Section
Direct Assessment Processing Unit
500 W. Temple. Street, Room 153
Los Angeles, CA 90012
AGENCY INFORMATION SHEET
Account # 249.54 - SANTA CLARITA DRAINAGE #18
Please he advised that for fiscal year 1994-95: (Place initials next to the correct responses:
1. We will not submit Direct Assessment Input for the above referenced
account. (STOP here if initialed, and go to next paragraph),
2a. We will submit Direct Assessment input for the above referenced direct
assessment account;
y b. We have read and signed the AGREEMENT FOR BILLING OF DIRECT
1 ASSESSMENTS; (Return Agreement with Information Sheet)
1) Resolution attached YES ❑ NO ❑
2) Resolution will accompany 94-95 input YES ❑ NO ❑
c. We have received, read and understood the enclosed Direct Assessment
Submission Procedure Manual, revised on February 1994; and
d. We have chosen Option 10 or Option 213 for the Direct Assessment
Processing Undergoing Parcel Changes. (See Page 5-1 of manual).
The following name and phone number will be the contact for any taxpayer questions regarding
direct assessment charges for the above referenced account number: (Please print)
Name of Taxpayer's Contact:
Phone Number ( )
For correspondence regarding direct assessment processing, please mail to:
The Attention of:
. % For any questions, please call me at ( )
Agency Representative Signature Date
Agency Representative Name (in print)
Ext
Note...
Pls copy on agency letterhead &
mail along with your signed agency agreement before June 1, 1994
County of Los Angeles
Auditor -Controller, Tax Section
Direct Assessment Processing Unit
500 W. Temple Street, Room 153
Los Angeles, CA 90012
AGENCY INFORMATION SHEET
Account # 249.55 - STA CLARITA - GOLD VLY RD tl92-2
Please be advised that for fiscal year 1994-95: (Place initials next to the correct responses):
1. We will not submit Direct Assessment Input for the above referenced
account. (STOP here if initialed, and go to next paragraph).
2a. We will submit Direct Assessment input for the above referenced direct
assessment account;
b. We have read and signed the AGREEMENT FOR BILLING OF DIRECT f1
ASSESSMENTS; (Return Agreement with Information Sheet)
1) Resolution attached YES ❑ NO ❑
2) Resolution will accompany 94-95 input YES ❑ NO ❑
c. We have received, read and understood the enclosed Direct Assessment
Submission Procedure Manual, revised on February 1994; and
d. We have chosen Option 10 or Option 213 for the Direct Assessment
Processing Undergoing Parcel Changes. (See Page 5-1 of manual).
The following name and phone number will be the contact for any taxpayer questions regarding
direct assessment charges for the above referenced account number: (Please print)
Name of Taxpayer's Contact:
Phone Number ( )
For correspondence regarding direct assessment processing, please mail to:
The Attention of:
For any questions, please call me at ( )
Agency Representative Signature Date
Agency Representative Name (in print)
Ext
Note...
Pis copy on agency letterhead &
mail along with your signed agency agreement before June 1, 1994
County of Los Angeles
Auditor -Controller, Tax Section
Direct Assessment Processing Unit
500 W. Temple Street, Room 153
Los Angeles, CA 90012
AGENCY INFORMATION SHEET
Account # 249.56 - SLD CANYON FIN DIST #92-4
Please be advised that for fiscal year 1994-95: (Place initials next to the correct response):
1. We will not submit Direct Assessment Input for the above referenced
account. (STOP here if initialed, and go to next paragraph).
2a. We will submit Direct Assessment input for the above referenced direct
assessment account;
t b. We have read and signed the AGREEMENT FOR BILLING OF DIRECT
ASSESSMENTS; (Return Agreement with Information Sheet)
1) Resolution attached YES ❑ NO 13
2) Resolution will accompany 94-95 input YES ❑ NO o
c. We have received, read and understood the enclosed Direct Assessment
Submission Procedure Manual, revised on February 1994; and
d. We have chosen Option 113 or Option 20 for the Direct Assessment
Processing Undergoing Parcel Changes. (See Page 5-1 of manual).
The following name and phone number will be the contact for any taxpayer questions regarding
direct assessment charges for the above referenced account number: (Please print)
Name of Taxpayer's Contact:
Phone Number ( )
For correspondence regarding direct assessment processing, please mail to:
The Attention of:
For any questions, please call me at ( )
Agency Representative Signature Date
Agency Representative Name (in print)
Ext
Note...
PIS copy on agency letterhead &
mail along with your signed agency agreement before June 1, :1994 \
County of Los Angeles
Auditor -Controller, Tax Section
Direct Assessment Processing Unit
500 W. Temple Street, Room 153
Los Angeles, CA 90012
AGENCY INFORMATION SHEET
Account # 249.57 - STA CLARITA LANDSCAPE DIST #1
Please be advised that for fiscal year 1994-95: (Place initials next to the correct responses):
1. We will not submit Direct Assessment Input for the above referenced
account. (STOP here if initialed, and go to next paragraph).
2a. We will submit Direct Assessment input for the above referenced direct
assessment account;
b. We have read and signed the AGREEMENT FOR BILLING OF DIRECT _ .1
ASSESSMENTS; (Return Agreement with Information Sheet)
1) Resolution attached YES ❑ NO ❑
2) Resolution will accompany 94-95 input YES o NO ❑
c. We have received, read and understood the enclosed Direct Assessment
Submission Procedure Manual, revised on February 1994; and
d. We have chosen Option 1❑ or Option 20 for the Direct Assessment
Processing Undergoing Parcel Changes. (See Page 5-1 of manual).
The following name and phone number will be the contact for any taxpayer questions regarding
direct assessment charges for the above referenced account number: (Please print)
Name of Taxpayer's Contact:
Phone Number ( )
For correspondence regarding direct assessment processing, please mail to:
The Attention of:
For any questions, please call me at ( )
Agency Representative Signature
Agency Representative Name (in print)
Date
Ext
Note: Please copy oe a¢ary leo rhead
TO:.. COUNTY OF LOS ANGELES
AUDITOR—CONTROLLER, TAX SECTION
DIRECT ASSESSMENT PROCESSING UNIT
500 W. TEMPLE ST., RM 153
LOS ANGELES, CA 90012
CURRENT YEAR DIRECT ASSESSMENT
CORRECTION FORM
AGENCY NAME:
ACCOUNTNO
NO:
FY 1994
#
PARCEL NUMBER
YR 8 SEO #
CD
ORIGINALAMT
CORRECTED AMT
1
94000
2
3
4
5
6
7
8
9
10
11
12
13
14
15
I, hereby, authorize the above Direct Assessment Roll Corrections.
PREPARED BY: PRINT TEL NO.:
AUTHORIZED SIGNATURE: DATE:
Now: Please copy oo agency lenubead
TO: COUNTY OF LOS ANGELES
AUDITOR -CONTROLLER, TAX SECTION
DIRECT ASSESSMENT PROCESSING UNIT
500 W. TEMPLE ST.,RM 159
LOS ANGELES, CA 90012
PRIOR YEAR DIRECT ASSESSMENT
CORRECTION FORM
-- -- ---
REASON/
AGENCY NAME:
ACCT #
AUTH # ORIGIN LC
ASSESSOR'S ID #:
YEAR d SED: _000
DIRECT ASSESSMENT CHARGES:
NAME:
ORIGINAL AMOUNT
MAILING ADDRESS:
CORRECTED AMOUNT
REFUND AMOUNT
D.A. PROCESSING UNIT USE ONLY:
-
PAYMENTSTATUS:-
PENALTYAPPLIED:
NET REFUND AMT: S -
-`ti
r
ASSESSOR'S ID #:
YEAR d SED: _000
DIRECT ASSESSMENT CHARGES:
NAME:
ORIGINAL AMOUNT
MAILING ADDRESS:
CORRECTED AMOUNT
REFUND AMOUNT
D.A. PROCESSING UNIT USE ONLY: .. "
.._. -° °_ ..
_.......
PAYMENTSTATUS:
PENALTYAPPUED;NET
REFUND AMT: S_
ASSESSOR'S 10 #:
YEAR d SED: _000
DIRECT ASSESSMENT CHARGES:
NAME:
ORIGINAL AMOUNT
MAILING ADDRESS:
CORRECTED AMOUNT
REFUND AMOUNT
D.A. PROCESSING UNIT USE ONLY:
PAYMENT,STATUS:, ...
_
-
PENALTYAPPUED:
NET REFUND AMT: $
I, hereby, authorize the above Direct Assessment Roll Corrections.
I
PREPARED BY PRINT
TEL NO:
AUTH. SIGNATURE:
DATE: