COMPLIANCE
Compliance Analysis
Property Tax Reviews
Appraisal Reviews
Dispute Resolution
Proper planning and implementation of financing transactions should ultimately lead to proper administration of the transaction so that any ongoing compliance matters are easily processed. Many times local governments and developers are left to deal with complicated financing programs or agreements with little or no assistance from the participants originally involved in structuring the financing's. Sometimes, these complicated agreements are not very clear or are silent on certain financial related matters, in which case a quest for the intent is necessary. Additionally, many agreements have ongoing obligations that require the developer's compliance. DPFG consultants have the expertise and experience in this area.
COMPLIANCE SERVICES
- Analyze bondholder covenant compliance provisions
- Evaluate property tax statements for accuracy
- Review annual tax levies from land-secured financing's
- Review other agreements for compliance
- Process property tax refund claims
- Review merchant builder purchase agreements
- Provide recommendations when disputes arise to avoid litigation
- Calculate escrow release provisions
- Prepare DRE submittals
- Review RDA pass-through agreement payments
- Evaluate value conclusion of appraisal
- Review state funding applications for new school construction
- Evaluate school fee studies of school districts
- Prepare public financing information for financial statements
- Process utility refunds
