Project Information

Bid Title

RFQ: Annual Tax & Levy Consultation Services (CFDs)

Issuing Agency

San Benito County

Location

California

Published Date

May 4, 2026

Closing Date

May 26, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

Project ID:

Title: RFQ: Annual Tax & Levy Consultation Services (CFDs)

Addenda: 0

Release Date: 5/1/2026

Due Date: 5/26/2026

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RFQ: Annual Tax & Levy Consultation Services (CFDs)

Request For Proposal

RMA - CSA

Release Date: Friday, May 1, 2026

· Due Date: Tuesday, May 26, 2026 3:00pm

Posted Friday, May 1, 2026 8:00am

All dates & times in Pacific Time

Draft Response No Bid21 days, 20 hours, 11 minutes

Post Information

Posted At:Fri, May 1, 2026 8:00 AM
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No

Overview

Summary

The County of San Benito invites qualified consulting firms to submit Statements of Qualifications (SOQs) to provide professional tax consulting services, with a focus on Community Facilities District (CFD) annexation support, along with annual CFD levy administration services for ongoing district management.

The selected Consultant(s) will assist the County in the ongoing CFD administration, including annexation procedures, special tax calculations, and compliance monitoring. Services will also include support for the annexation proceedings and related CFD activities, in accordance with applicable provisions of the California Government Code, including but not limited to Sections 50075 et seq., 50075.3, 53343.1, and 12463.2.

This RFQ is issued in accordance with applicable public procurement laws and is intended to identify qualified firms with demonstrated expertise in special tax consulting, public finance administration, and levy management.

Background

San Benito County has a population of approximate 67,000 residents, inclusive of two incorporated cities, the City of Hollister, and the City of San Juan Bautista. Land area is 1396 square miles. The County is located 30 minutes east of Monterey Bay and 45 minutes south of San Jose, and is a General Law County that operates under a County Board of Supervisors, a County Administrative Officer, and elected and appointed Department Heads.

Timeline

Solicitation Release Date:

May 1, 2026

Request for Clarification Due Date:

May 11, 2026, 5:00pm

Proposal Submission Due Date:

May 26, 2026, 3:00pm

Commodity Codes

• NAICS 541213Tax Preparation Services
• NAICS 541611Administrative Management and General Management Consulting Services

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