Streamlined Tax Asssesment Financing for Residential Impact & School Fees
Developer benefits
Capital efficiency, with execution certainty.
Bridge the fee gap
Convert lump-sum permit fees into a per-lot assessment carried by the property — preserving developer equity.
Non-recourse capital
Financing sits with the parcel, not the developer's balance sheet.
Predictable execution
Standardized intake, underwriting, and legal framework for faster closings.
Single point of contact
INSITE coordinates issuer, counsel, advisor, and county on the developer's behalf.
Built for small and mid-sized development.
- Small subdivisions (5–100 lots)
- Mixed-use residential infill
- School-impacted master plans
- Townhome and condo developments
- Build-to-rent communities
- Phased single-family projects
Coverage across the full impact-fee stack.
- Municipal impact fees
- School facilities fees (Level 1 / 2 / 3)
- Sewer and water capacity fees
- Traffic and transportation fees
- Park and open-space fees
- Public-safety and library fees
The workflow
From intake to funding in eight streamlined stages.
Each stage is tracked in the INSITE administration platform with full auditability for issuers, counsel, and capital partners.
Developer Submission
Project, fee, and entitlement details captured through the developer portal.
Intake Review
Eligibility validation against jurisdictional and program criteria.
Credit Analysis
Risk assessment and structuring for the proposed financing.
Issuer & Counsel
Coordination with the municipal issuer, bond counsel, and financial advisor.
Assessment Formation
Creation of the special assessment district or lien structure.
Capital Disbursement
Direct payment of impact and school fees to the agency or district.
Roll Integration
Placement of the assessment on the county property tax roll.
Ongoing Administration
Lifecycle administration, investor reporting, and delinquency monitoring.
Financing process
How a financing comes together.
- 01
Developer submits the project through the INSITE intake portal.
- 02
INSITE reviews eligibility, fee structure, and entitlement status.
- 03
Underwriting and structuring are coordinated with bond counsel and the financial advisor.
- 04
The municipal issuer (JPA or similar) forms the special assessment.
- 05
Capital is disbursed directly to the agency or school district.
- 06
Assessments are placed on the county property tax roll.
- 07
INSITE administers ongoing servicing, reporting, and delinquency management.
The Developer Portal
Track every project from intake to servicing — submit new applications, monitor status, and manage documents in one place.
Platform administration
INSITE is the operational layer — not the issuer.
INSITE coordinates all key parties in the financing process, including developers, CalMuni PFA as municipal issuer, Weist Law as bond counsel, financial advisors, and institutional capital partners. INSITE manages the full transaction workflow—from developer engagement and interagency coordination through funding execution and ongoing program administration—working alongside CalMuni PFA across multiple jurisdictions.
- Developer onboarding & intake
- Underwriting coordination
- Assessment district administration
- Annual tax-roll coordination
- Investor reporting
- Delinquency & loss mitigation
- Portfolio analytics
- Multi-jurisdiction scalability
Ready to bridge your fee gap?
Submit your project for review by the INSITE operations team.
Submissions are routed directly to the INSITE underwriting desk.