SCI CONSULTING GROUP - FIRST AMENDMENT (#2025363)

SCI Proposal for City of Pleasanton May 22, 2025 Page 2 EXECUTIVE SUMMARY SCIConsultingGroup ("SCI") is pleased to submit this statement of qualifications to provide Assessment Engineering, Proposition 218 Balloting Services, and Related Professional Consulting Services for the City of Pleasanton ("City"). SCI has a proven track record of delivering successful outcomes for public agencies throughout California. Our extensive expertise in Proposition 218 assessment engineering, combined with our comprehensive approach, positions us as the ideal partner for the City's new LLMDs. Established in 1985, SCI is a widely recognized public finance consulting firm with leading expertise in assisting public agencies in California to fund new services and improvements. SCI has an impressive success rate of about 90% for local funding measures, having facilitated over 200 successful initiatives across entire cities, counties, and special districts. Remarkably, SCI has formed more successful agency- wide post-Proposition 218 benefit assessments than all other assessment engineering firms in California combined. Our firm also excels in navigating the legal and procedural requirements for forming Benefit Assessment Districts, Community Facilities Districts, and other local financing mechanisms. We annually administer over 1,000 special taxes, assessments, and fees for over 200 public agencies statewide. This extensive expertise ensures that we meet your goals collaboratively, on schedule, and within budget. Furthermore, SCI possesses industry-leading knowledge of legal and procedural issues related to benefit assessments, special taxes, and fees. Our principals are recognized experts in these areas and contributed to the cleanup legislation for Proposition 218. Additionally, SCI frequently presents and writes on assessment ballot proceedings for various California associations, sharing our insights and expertise with many public agency professionals. Our typical scope of services includes the following: Local Funding Measure Feasibility Analysis: In this initial phase, SCI conducts initial planning and preliminary financial analysis and consults with its clients to assess the viability and feasibility of a proposed local funding measure. We present various local funding solutions, outlining each option's financial, legal, and political opportunities and challenges. This phase helps public agencies make informed decisions about whether to proceed with a public opinion survey to gauge community support for the proposed special tax measure by identifying potential hurdles, risks, and opportunities. Public Opinion Research and Survey: SCI conducts unbiased and statistically accurate surveys to measure community support for a proposed local funding measure. Our team analyzes survey data to provide valuable insights and recommendations for decision-making, which is then used to design an effective roadmap for a successful local funding measure. Election-Related Services: Throughout the election process, SCI offers comprehensive support, including ballot measure preparation and acting as a liaison with the election department. In the case of benefit assessments, SCI manages the preparation of the Proposition 218 notice and ballot, assisting in the ballot proceeding and ensuring compliance with all legal and procedural requirements. Docusign Envelope ID: B1FD95A1-E488-46B7-8C39-6792DCB09322Docusign Envelope ID: 44B46978-8C9D-4351-9282-8253FD108A26