Special Tax Administration Financial Consulting Services
Overview
Fit Score
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SUMMARY
DESCRIPTION
A government authority in San Bernardino, California seeks a vendor to provide special tax administration financial consulting services. The selected firm will act as a special tax administrator and financial advisor for the administration of CFD and AD, delivering support necessary for legal compliance, maintaining fiscal integrity, ensuring transparency, and facilitating the timely levy and collection of special taxes and assessments.
Services include conducting land use research through review of building permit and certificate of occupancy issuances for each fiscal year, as applicable. The firm will classify all relevant property, identify those owned by public agencies or otherwise exempt, and assist with the preparation of administrative expense budgets. Additionally, responsibilities encompass the submission of special taxes to the agency, researching delinquent property owners, handling roll changes, adjusting property tax bills, responding to property owner inquiries, conducting monthly fund and account reviews, and performing prepayment calculations and early bond redemptions.
The initial contract will span five years, providing comprehensive consulting services that support the management and compliance of special tax administration.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.