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Consulting Services Agreement between City of San Leandro and Last revised 08/24/2021 NSB for Fiscal Impact Analysis and CFD Formation Services (Shoreline Development) Exh A – Page 1 of 2 EXHIBIT A SCOPE OF SERVICES The following provides the scope of services to be performed under each task as the project progresses: INTRODUCTION AND PROJECT SCHEDULE NBS will coordinate with City staff and other interested parties to: • • Establish lines of communication for effective interaction of all involved parties • • Clarify the specific project goals and criteria needed to meet the City’s preference • • Identify any special circumstances regarding the project and proposed development, if any • • Develop a working schedule to achieve agreed upon project milestones DATA COLLECTION AND RESEARCH NBS will gather and review data relevant to the project area. Data needs will be identified and obtained from various sources, including City records, County records, and, if applicable, developer documents related to the project area. NBS will conduct additional research, from secondary markets and data sources to aid in ascertaining assessed values, taxable sales, and other relevant data assumptions for the various land uses proposed in the project area. SERVICE LEVEL ANALYSIS NBS will review the current baseline level of service provided by the City and compare the current baseline level of service to the City’s optimal level of service desired. NBS will compare the current services provided and the proposed services to be provided by the special financing district to distinguish the appropriate funding to be provided by each applicable funding mechanism. NBS will rely on the City to provide the current baseline level of service and the optimal level of service desired to inform the analysis. IDENTIFY REVENUES APPLICABLE TO PROJECT AREA DEVELOPMENT NBS will calculate revenue estimates for taxes such as property tax, sales tax, transient occupancy tax, and other general taxes, if applicable to the analysis. Further, NBS will rely on accepted industry standard approaches such as the multiplier method approach (per defined variables such as persons, employees, square feet, etc.) for allocating other recurring revenues to the project area. One-time fees, such as development impact fees, and other fees for service will not be considered in this fiscal impact analysis. IDENTIFY COSTS APPLICABLE TO PROJECT AREA DEVELOPMENT NBS will review the current level of service costs and the City’s optimal level of service costs, if applicable, and calculate cost estimates for the project area. Costs will be identified and allocated to the project area based upon accepted industry standard approaches such as the case study approach or the multiplier method approach (per defined variables such as persons, employees, square feet, etc.). NBS will rely on the City to provide the necessary cost data required to inform the analysis, as well as secondary market research, as needed. DETERMINE PROJECT AREA DEVELOPMENT’S NET FISCAL IMPACTS Based upon the revenue and cost findings, NBS will ascertain the potential positive or negative fiscal impacts that the project area’s proposed development will have on the City. Further, NBS will provide recommendations to mitigate any identified negative fiscal impacts, as well as provided recommendations for potential revenue generators, such as special taxes, payments in lieu of taxes, assessments, or fees, as needed. Information related to the potential revenue generators will include background information, establishment steps and potential funding amounts. DocuSign Envelope ID: 2493270C-D4A4-47FD-BA1B-4908539A4297