RFP for Property Tax Auditing Services
The Consultant is to provide the City with the following services:
BASIC SERVICES
1. Provide user-friendly software program accessible to City staff with annual electronic
database of the Citys property tax data, and two copies of Citys property tax report.
The property tax data and property tax report will include the following features at
minimum:
a. Assessed values for the secured and unsecured property tax rolls.
b. Tracking and trend analysis of property transfers, use type comparisons, pre-
Prop 13 assessment parcels, new construction activity, owners of multiple
parcels, and absentee owner parcels. Data will be provided to assist City staff
in fiscal, economic and community development planning.
c. Deliverables on the data shall be APN-indexed.
2. Provide training to City staff on the use of software program.
3. Update reports identifying property transfers on an annual basis.
4. Identify errors, analyze City tax rate areas (TRA) and taxing agencies, and provide
comparative information. Provide printouts, graphs, and comparative data on a
quarterly basis.
5. Verify all the parcels within the City limits are correctly recorded in the County
Assessors Office.
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6. Provide the base year values by tax rate area for all redevelopment project areas and
verify all the redevelopment parcels are correctly assigned to tax rate areas and taxing
agencies.
7. Identify and verify, in both the City and within the Redevelopment Project Areas,
parcels that are misassigned by tax rate area. Provide the correct TRA designation to
the proper county agency.
8. Reconcile the annual Auditor Controller assessed valuations report to the Assessors
lien date rolls and identify discrepancies.
9. Review parcels on the unsecured roll to identify inconsistencies such as value
reductions and other errors involving tax rate areas.
10. Track property transfers and new construction completions to determine whether
reassessment is performed within a reasonable time frame. The City will be notified of
parcels that have failed to be reassessed.
11. Provide technical support to City staff on property tax related issues and assist City
staff in estimating property tax revenues for proposed redevelopment project areas.
12. Conduct analyses based on geographic areas designated by the City. Include assessed
valuations and square footage computations for use in redevelopment and community
development planning.
