Annual Tax and Levy Consultation Services

The Vendor is required to provide professional tax consulting services, with a focus on district annexation support, along with annual district levy administration services for ongoing district management.
- Applicable public procurement laws and is intended to identify qualified firms with demonstrated expertise in special tax consulting, public finance administration, and levy management.
- Review of Governing Documents
•    Review existing district formation documents, including the Rate and Method of Apportionment (RMA), boundary maps, and prior annexation history.
•    Review project-related documents approved by the Planning Commission and Board of Supervisors pertaining to annexation into district 2018-1 (Residential Services).
•    Evaluate the eligibility of parcels and properties for annexation.
•    Identify constraints, risks, and required approvals.
•    Develop an annexation strategy and preliminary timeline.
- Assessment Records Review
•    Obtain and review County Assessor records.
•    Identify taxable and non-taxable parcels within the project boundaries.
•    Confirm ownership and verify all registered property owners.
- Preliminary Special Tax Calculations
•    Calculate the proposed annual special tax for each parcel in accordance with applicable law.
•    Verify calculations on a parcel-by-parcel basis for accuracy and consistency with the RMA.
- Preparation of Annexation Documents
•    Property owner petitions, consent and waiver forms, and unanimous approval forms
•    Board of Supervisors resolutions
•    Annexation boundary maps and legal descriptions
•    Staff reports and agenda materials
•    Public hearing notices
•    Official ballots (if applicable)
•    Notices of special tax lien