Homestead Exemption Audit - Professional Services

Montgomery Central Appraisal District is seeking professional services for a comprehensive Homestead Exemption Audit through Request for Proposal (RFP 2025-008) covering multiple jurisdictions including Montgomery County and Corpus Christi City. The procurement focuses on data mining and verification services to identify ineligible residential homestead exemptions, specifically targeting duplicate exemptions, deceased property owners with active exemptions, and properties no longer serving as primary residences under Texas Property Tax Code Section 11.43(h-1). Vendors must propose at least two of three service levels: Basic Review Services, Intermediate Review Services, and Full-Service Review, with each level offering progressively comprehensive analysis and reporting capabilities. Bidders are required to have a minimum of five years business experience, provide at least five references (three from Texas-based businesses), and submit detailed proposals encompassing cover letters, company background, technical approach, project timelines, and pricing structures. The proposal submission deadline is November 19, 2025, at 2:00 p.m., with questions accepted until November 17, 2025, and responses provided by November 24, 2025. The initial contract term is two fiscal years, ending December 31 of the second year, with termination for cause permitted upon thirty days written notice.

The RFP does not explicitly outline specific set-aside designations or restrictions for disadvantaged enterprises. The Montgomery Central Appraisal District reserves significant discretion in the procurement process, including the right to award based on lowest and best bid, make awards to multiple bidders, reject any or all bids, and utilize Dun and Bradstreet analysis for vendor qualification review. While specific budget ranges are not detailed in the documentation, the comprehensive nature of the audit services suggests potential significant financial opportunity for the selected vendor(s). Proposals must include firm, inclusive pricing that covers all costs associated with completing the specified scope of work. The district will evaluate proposals based on a comprehensive review of technical capabilities, experience, references, and pricing structure. Submissions can be made either in-person to the district's office at 109 Gladstell Street, Conroe, Texas, or via mail to PO Box 2233, Conroe, Texas 77305, providing flexibility for potential respondents.