Real Estate Appraisal Consulting Services

The California Franchise Tax Board is seeking an as-needed real estate appraisal consulting firm to review taxpayer appraisals, prepare expert valuation and rebuttal reports, and address conservation and historic preservation easement cases under a three-year agreement.

California > Franchise Tax Board


General
Open
0000040240
Sep 16, 2026 12:00 PM
Sep 01, 2026 11:00 PM
3 years
Other
Request for Proposal (RFP)
State
Ask AI about this solicitation
Original Solicitation Links
Contact
doral.valley@ftb.ca.gov
+19168455283
9646 Butterfield Way, Sacramento, CA, USA
Submission Instructions
Email
Administrative Requirements_RFP FTB-2627-PW-066, Non-Cost_RFP FTB-2627-PW-066, Cost_RFP FTB-2627-PW-066
Description

The California Franchise Tax Board seeks two qualified expert consultants to provide as-needed real estate appraisal consulting services. The work includes reviewing taxpayer appraisal reports; analyzing retrospective fair market value for donations and property disposals; preparing narrative review reports, expert appraisal reports, and narrative rebuttal reports; and providing expert opinions concerning residential, commercial, industrial, mixed-use, conservation easement, and historic preservation easement properties. Deliverables must comply with the Uniform Standards of Professional Appraisal Practice (USPAP), accessibility requirements, and specified secure-transmission requirements. The resulting agreement is a three-year, as-needed consulting services contract. Proposers must demonstrate relevant company experience, provide two qualified key staff with active real estate appraiser licenses, submit resumes, four recent sample reports, two customer references, mandatory administrative forms, and completed cost worksheets. Most services are remote, but physical property inspections may be required when an expert appraisal report is requested.

Classification Codes
NAICS531320Offices of Real Estate Appraisers
PSCR411Real Property Appraisals Services (SIC 6531)
Smart Codes
real estate appraisal consultingappraisal review reportseasement valuation consulting
Specifications
Service Only
Timeline
Sep 1, 2026-RFP Available
Sep 8, 2026-Written Questions Due
Sep 10, 2026-Questions and Answers Posted
Sep 16, 2026-Proposal Submission Due
Sep 17, 2026-Evaluation and Selection
Oct 22, 2026-Notice of Intent to Award
Nov 16, 2026-Estimated Contract Award and Execution
Requirements
Required
  • Commercial General Liability — $1,000,000.00
  • Professional Liability — $1,000,000.00
  • Workers' Compensation and Employer's Liability — $1,000,000.00
Scored
  • Minimum 2 references
  • Client point of contact required for each reference
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