District Formation Services

Koppel & Gruber Public Finance provides special district formation services and provides expert insights for:

Community Facilities Districts
K&G Public Finance provides Special Tax consulting and project management services for the formation of Community Facilities Districts (“CFD”). Based on client objectives and statutory requirements, we develop budgets, special tax analyses, and tax rate methodologies (“Rates and Methods of Apportionment”), and prepare mandated reporting (“CFD Reports”) and boundary maps. If applicable, K&G Public Finance also advises clients throughout the bond issuance process and prepares key components of the Official Statement documentation.

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Assessment Districts
K&G Public Finance provides assessment engineering services for the formation of Assessment Districts (“AD”). Our services includes the preparation of budget assessment calculations, Engineer’s Reports, boundary map/assessment diagrams, and management of the balloting and noticing process.

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Landscape and Lighting Districts
K&G Public Finance provides services for the formation of Landscaping and Lighting District. These services include preparation of budget assessment calculations, Engineer’s Reports, boundary map/assessment diagrams, notice and ballot preparation and tabulation.

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