Consultant for Property Tax Audits and Reporting Services

The City of San Diego is seeking a consultant to provide property tax audits and reporting services. The consultant will be responsible for identifying and correcting reporting errors, recovering revenue for the City, and providing written property tax reports on a quarterly basis. The consultant will also provide quarterly meetings and consulting services. The contract will be for a period of five years, and the City encourages the use of small local business enterprises (SLBEs) and emerging local business enterprises (ELBEs). • The consultant will establish the county data set and reconcile the county annual property assessed valuation report to the County Assessor’s lien date rolls and identify discrepancies. • The consultant will identify and correct errors through the performance of secured parcel and unsecured property audits. • The consultant will provide written property tax reports on a quarterly basis to the City, including analysis of property taxes receipts and data, comparisons to other local, county, and state jurisdictions, and multi-fiscal year property tax forecast. • The consultant will provide quarterly meetings and consulting services. • The consultant will perform ongoing analysis, appeal updates, transfer of ownership updates, remittance advance review, and budget projections.