USA(California)
MGT-0893

RFP Description

The vendor required to provide administrative services for include:
1. Land use research
•    Subdivision research: identify and obtain copies of all final subdivision maps, parcel maps, and, if applicable, condominium plans.
•    Development research: determine building permit activity as of the cut-off date specified in the rate and method of apportionment (RMA).
•    Assessor’s parcel research: upon publication of secured tax roll, review assessor parcel maps to compile a list of the assessor’s parcels that will be valid for the upcoming special tax levy fiscal year;
•    Ownership and exempt parcel research: research and monitor changes in ownership and offers of dedication of property to public agencies and other exempt entities; and,
•    Database management: implement and maintain an automated parcel database to include all districts parcels.
2. Classification of property
•    Tax-exempt property: identify all property owned by public agencies or entities otherwise exempt from the special tax per the provisions identified in the RMA and classify such property as tax-exempt; 
•    Taxable property: identify all taxable property and classify each as “developed property,” “undeveloped property,” “taxable public property,” or “taxable property owner association property”; and, 
•    Developed property: classify all developed property as “residential property” or “non-residential property”, and additionally assign all the assessor’s parcels of residential property to the applicable land use classes, as listed in the RMA, based on the type of use for each residential dwelling unit.
3. Financial analysis
•    determine annual expenses: assist the city with the preparation of an administrative expense budget; 
•    Determine credits: prepare a fiscal year-end reconciliation to determine surplus special taxes and other credits that may be applied to reduce the special tax levy; and, 
•    Determine special tax rates: based on the classification of property and applicable annual costs, compute the annual special tax rates for all classifications of taxable property.
4. Roll changes and adjusted property tax bills
•    Services will consist of monitoring any changes to the secured tax roll that 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.
•    Prepare a special tax invoice(s) that can be sent directly to each property owner if the special tax levy for a particular taxable parcel is not allowed to be included on the county’s consolidated property tax bills.
5. Provide information to interested parties
•    Services will consist of implementing a toll-free telephone number placed on the property tax bills mailed by the county. 
•    Provide written responses to property owners and conduct formal meetings or resolution of disputes, as necessary.
6. Delinquent property owner research
•    Static delinquent special tax report: obtain the first, second, and final installment paid and unpaid status reports from the county to determine which parcels are delinquent and the corresponding amount of delinquent special taxes. 
•    Prepare the report summarizing the amount of delinquent special taxes; and,
•    Dynamic delinquent special tax report: as necessary and subject to the updates of the county, conduct a review of online records to provide an up-to-the-minute status report for any given number of delinquent parcels.
- Budget: $17,000 to $25,000

- Contract Period/Term: 3 years
- Questions/Inquires Deadline: January 7, 2026

Timeline

RFP Posted Date: Monday, 22 Dec, 2025
Proposal Meeting/
Conference Date:
NA
NA
Deadline for
Questions/inquiries:
Wednesday, 07 Jan, 2026
Proposal Due Date: Monday, 26 Jan, 2026
Authority: Government
Acceptable: Only for USA Organization
Work of Performance: Offsite
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