CFD Special Tax Methodology Development

The contract seeks development of a legally compliant special tax methodology for Community Facilities Districts, focusing on parcel-based assessment models that accurately reflect property-specific benefits and comply with state tax and bond financing regulations. The project requires integration of GIS mapping to visually and spatially define benefit areas, ensuring precise allocation of special taxes to parcels benefiting from public infrastructure improvements. Financial modeling components must support bond issuance by projecting long-term revenue streams, demonstrating sufficiency to service debt, and aligning with California’s legal requirements for CFDs including Proposition 218 compliance. The methodology must be robust enough to withstand legal scrutiny, clearly link tax assessments to tangible public improvements, and be scalable for use across multiple districts. All deliverables need to support reliable bond financing, meaning the models must produce defensible, transparent, and audit-ready analyses that lenders and bond rating agencies can rely on. The work is governed under NAICS code 541611 for management consulting services, issued by California’s Purchasing Division, with responses due by June 29, 2026. The contract is structured as a subcontract and performance is expected to be conducted statewide, though no specific location is designated.