COMMUNITY FACILITIES DISTRICT ADMINISTRATION, FORMATION, AND LEVY SERVICES

The Beaumont-Cherry Valley Water District is seeking a consultant to provide Community Facilities District administration, formation, and levy services. The selected consultant will provide limited formation support, on-call CFD administration, and ongoing special tax levy services specifically for Community Facilities District No. 2025-1. The scope of work includes preparation of formation schedules and timelines, coordination with District staff and other members of the financing team, assistance with completion or clarification of formation documentation, annual administration of CFD 2025-1, preparation of annual administrative reports, maintenance of parcel databases, and coordination with Riverside County for placement of CFD special taxes on the secured tax roll. The consultant will also provide special tax levy and compliance services, including annual calculation of special tax levies, preparation of levy documentation, and verification of tax roll data. • The consultant must have experience providing CFD formation and administration services, particularly for California special districts. • The consultant must demonstrate qualifications, competence, and capacity to undertake the scope of work. • The consultant must provide a detailed technical proposal, including a project schedule, key personnel, and approach and methodology. • The consultant must provide a cost proposal, including a detailed fee schedule and hourly rates for additional or as-needed services.