RFQ: Annual Tax & Levy Consultation Services (CFDs)

The County of San Benito is seeking a qualified consulting firm to provide professional tax consulting services, with a focus on Community Facilities District (CFD) annexation support and annual CFD levy administration services. The selected consultant will assist the County in ongoing CFD administration, including annexation procedures, special tax calculations, and compliance monitoring. The scope of work includes project initiation and assessment, annexation proceedings management, documentation preparation, and public inquiries and appeals support. The consultant should have experience with CFD formations and annexations, boundary adjustments, and rate and method of apportionment updates. Key responsibilities include: • Reviewing governing documents and project-related documents • Evaluating parcel eligibility for annexation • Developing an annexation strategy and timeline • Calculating proposed annual special taxes • Preparing annexation documentation and supporting County staff • Responding to property owner inquiries and resolving special tax assessment issues The County is looking for a consultant with demonstrated expertise in special tax consulting, public finance administration, and levy management.