Financial Consulting Services

The Vendor is required to provide as-needed financial consulting services to assist the District
- Annual administration tasks for the service zones,
- Preparation of benefit fee reports related to the fixed charges levied for the special service zones.
- Development Research: Determine building permit activity as of the appropriate cutoff date for each District for each year. Identify building permit issuance date, building square footage and situs address for each new home. Review current Assessor Parcel Maps to determine which parcel numbers will be valid for each fiscal year.
- Database Management: Update automated parcel database to include all parcels. Data items will include Assessor Parcel Number (APN) and corresponding tract, lot and unit number, land square footage, building square footage, building permit issuance date, situs address, and fire risk category.
- Exempt Property: Identify all property owned by public agencies or entities otherwise exempt from the special tax and classify as exempt property.
- Taxable Property: Identify all taxable properties and classify each as “Developed Property” or “Undeveloped Property.” Assign each “Developed Property” to the appropriate special tax class.
- This task involves monitoring any changes to the secured tax roll which necessitate new or adjusted property tax bills. This task includes the calculation of new or adjusted bills and the preparation of requests to the County to prepare such bills.