Special Tax Settings & Assessment Levy

The County of Orange, California, through its County Budget & Finance Office, is soliciting proposals for Special Tax Settings and Assessment Levy Services covering thirteen Community Facilities Districts, one Assessment District, and one Reassessment District. The procurement seeks a qualified firm to provide comprehensive administrative services including background research, annual special tax and assessment levy calculations, database management, public information reporting, and specialized services for district formations and administration. Respondents must meet minimum qualifications and demonstrate capability to handle complex tax setting and assessment levy tasks across multiple districts. The Request for Proposal (RFP) was released on May 23, 2025, with questions due by June 11, 2025, and proposals due by July 3, 2025, at 2:00 pm. Key deliverables include preparing tax spread documentation, conducting bond analyses, supporting public meetings, and potentially administering subsidy programs for community facilities districts.

The County has implemented specific set-aside provisions favoring Local Small Business (OCLSB) and Disabled Veteran Business Enterprise (DVBE) participants. Respondents must be certified by the California Department of General Services as a Small Business and/or DVBE, maintain principal operations within Orange County, and possess a local business address. The contract will be structured as a firm fixed-fee arrangement with no price increases permitted during the first contract year and strict guidelines for potential future cost adjustments. While specific budget ranges are not explicitly stated, the total outstanding bond balance across the districts is $598,509,000, covering 11,514 parcels. The initial contract term is three years, beginning October 1, 2025, with potential for two additional years of renewal. Pricing will be unit-based, with costs calculated per parcel, per district, and per hour for various specialized services.