Community Facilities District Administration, Formation, and Levy Services
Overview
Fit Score
Settle Intelligence
Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.
SUMMARY
KEY REQUIREMENTS
BUDGET
EstimateCONTRACT DURATION
TIMELINE
Notice Inviting Proposals: March 19th, 2026
Questions Due: April 2nd, 2026, at 3:00 p.m.
Proposals Due: April 9th, 2026, at 4:00 p.m.
Evaluation Period: April 13th, 2026 - April 23rd, 2026
Possible Interviews: Week of April 23rd, 2026
Finance and Audit Committee Approval: May 2026
Board of Directors Approval: May 2026
Work Begins: May/June 2026
QUESTION DEADLINE
Issuing Agency
Beaumont-Cherry Valley Water District
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The selected vendor will provide comprehensive administration, formation, and levy services for community facilities districts in California. Services include limited formation support, ongoing and on-call Community Facilities District (CFD) administration, and management of special tax levy processes.
Vendors will prepare and refine formation schedules and timelines to facilitate both initial and post-formation actions, maintain parcel databases, track development statuses, monitor ownership changes, and update tax classifications as needed. Annual calculations of special tax levies must be performed in alignment with the established rate and method of apportionment.
The vendor will also be responsible for preparing all required levy documentation for submission to the county auditor-controller, ensuring compliance with electronic submittal formats and deadlines. Tasks include verification of tax roll data, reconciliation of levy amounts, and conducting tax sufficiency and coverage analyses as appropriate.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.