Homestead Exemption Audit - Professional Services

The Montgomery Central Appraisal District is seeking proposals from qualified vendors to provide comprehensive audit services to verify homestead exemptions. The proposed solution should support the District's statutory requirements and maintain the integrity of the District's appraisal records. The primary objective is to identify ineligible or potentially fraudulent exemptions. The contract term will be two fiscal years, and the vendor must have been in business for at least five years and have prior experience with similar projects. • The vendor must provide data mining and audit services to identify duplicate exemptions, deceased property owners with active exemptions, and other ineligible exemptions. • The vendor must propose at least two levels of service, including basic review services, intermediate review services, and full-service review. • The vendor must describe the methods and extent of efforts to contact property owners when necessary. • The vendor must clearly outline deliverables, reporting formats, and timelines.