On_Call_Financial_Consulting_Services_for_Development_Impact_Fee_Programs,_Community_Facilities_Districts,_and_Related_Financial_Analyses.pdf

REQUEST FOR QUALIFICATION

94867

ON CALL FINANCIAL CONSULTING SERVICES FOR DEVELOPMENT

IMPACT FEE PROGRAMS, COMMUNITY FACILITIES DISTRICTS,

AND RELATED FINANCIAL ANALYSES

County of Sacramento

9660 Ecology Lane

Sacramento, CA 95827

RELEASE DATE: September 3, 2026

DEADLINE FOR QUESTIONS: September 18, 2026

RESPONSE DEADLINE: October 8, 2026, 2:00 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://secure.procurenow.com/portal/saccounty https://secure.procurenow.com/portal/%7bproject.government.code%7d

County of Sacramento

REQUEST FOR QUALIFICATION

On Call Financial Consulting Services for Development Impact Fee

Programs, Community Facilities Districts, and Related Financial Analyses

1. Introduction

2. General Rules

3. Scope of Work

4. Evaluation and Selection

5. SOQ Format and Content

6. Evaluation Phases

7. Vendor Submissions

Attachments:

A - Attachment 1 - Sample Agreement

Request For Qualification #94867 Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts, and Related Financial Analyses

1. Introduction

1.1. Summary

The County of Sacramento (“County”), is soliciting qualifications and proposals from experienced firms to provide on-call financial consulting services supporting development impact fee programs, Community Facilities Districts (CFDs), special tax modeling, fiscal impact analyses, and other financial analyses as needed.

When submitting a proposal, Proposers must follow the format and contents detailed in within the solicitation. Failure to do so will likely prolong the evaluation process and could result in a proposal not being considered.

Please refer to OpenGov Procurement, Project Details for instructions on electronic submittal. Hardcopy submissions will not be accepted. Failure to submit a proposal on time may be grounds for rejection of the proposal; however, the County reserves the right, in its sole and absolute discretion, to accept proposals after the proposal due date.

1.2. Background

The County administers multiple development impact fee programs and CFDs that require ongoing financial analysis, modeling, updates, and technical support. These services are not performed by

County staff and must be procured through qualified consultants.

The County seeks to establish one or more on-call contracts to ensure timely access to specialized financial consulting expertise.

1.3. Contact Information

Any inquiries or requests regarding this solicitation must be submitted via OpenGov. Contact with unauthorized County personnel during the selection process may result in disqualification.

Terry Keys

Sr Contract Services Officer

Email: keyst@saccounty.gov

Phone: (916) 876-6367

Department:

Community Development

Department Head:

Troy Givans

Director

1.4. Timeline

Release Project Date September 3, 2026 mailto:keyst@saccounty.gov tel:(916)876-6367

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts, Question Submission Deadline September 18, 2026, 5:00pm

Proposal Submission Deadline October 8, 2026, 2:00pm

Online.

Interviews (Optional) October 26, 2026

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts,

2. General Rules

2.1. Important Instructions for Electronic Submittal

The County is accepting electronic Statement of Qualifications ("SOQ") submissions. Responders shall create a FREE account with OpenGov Procurement by signing up at Sign Up (opengov.com). Once you have completed account registration, browse back to this page, click on "Draft Response", and follow the instructions to submit your SOQ electronically.

2.2. General Rules

2.2.1 Overview

This Request for Qualifications ("RFQual") is an invitation for responders to submit an SOQ to the

County. This RFQual does not commit the County to award a contract to any responder. Submission of an SOQ shall neither obligate nor entitle a responder to enter into a contract with the County.

2.2.2 SOQ format and content

When submitting an SOQ, responders must follow the format and contents detailed in SECTION 5 - SOQ

FORMAT AND CONTENT. Failure to do so will likely prolong the evaluation process and could result in an

SOQ not being considered.

2.2.3 SOQ submission

SOQs must be received BEFORE 2:00 pm on Thursday, October 8, 2026 electronically via OpenGov.

Failure to submit an SOQ on time may be grounds for rejection of the SOQ; however, the County reserves the right, in its sole and absolute discretion, to accept SOQs after the SOQ due date.

2.2.4 Questions and communication

Questions concerning this RFQual must be submitted in the project Q&A section in OpenGov

Procurement by 5:00 pmon Friday, September 18, 2026.

Questions received via phone or e-mail to direct points of contact for this RFQual will not be considered nor responded to. The County shall respond to questions properly submitted as described above via addenda, if the answer presents a material change to the solicitation, and/or via the Question & Answer section for non-material answers.

By submitting a response, proposer affirms review of all solicitation documents including all questions submitted and answers issued by the County on the project.

2.2.5 Addenda

The County reserves the right to modify this RFQual at any time prior to the SOQ due date. The County will modify the RFQual only by written addenda. SOQs should be based on this RFQual document and any formal written addenda. Responders should not rely on oral statements. Addenda will be posted in

OpenGov Procurement. It is the responsibility of each prospective responder to assure receipt of all addenda.

2.2.6 County's right to withdraw, cancel, suspend and/or modify RFQual

The County reserves the right to withdraw, cancel, suspend, and/or modify this RFQual for any reason https://procurement.opengov.com/signup

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts, and at any time with no liability to any prospective responder for any costs or expenses incurred in connection with the RFQual or otherwise.

2.2.7 Responder's right to edit or cancel SOQ

Responders may edit or cancel their SOQ in OpenGov Procurement prior to the due date.

2.2.8 SOQs will not be returned

Upon submission, SOQs will not be returned.

2.2.9 Public disclosure of SOQ documents

The County will treat all information submitted in an SOQ as available for public inspection once negotiations with the selected party have been completed. If copies of SOQs are included with Board materials, the County will make SOQs available for public inspection once staff has made a recommendation for award.

If a responder believes protected data is included in its SOQ, the responder shall clearly identify the data and provide the legal basis in support of the asserted classification. Responder must present such information separately as part of its SOQ OR type in bold red letters the term "CONFIDENTIAL" on that specific part or page of the SOQ which responder believes to be confidential. Classification of data as trade secret data will be determined pursuant to applicable law, and, accordingly, merely labeling data as "trade secret" does not necessarily make the data protected under any applicable law.

In order for the County to assert the confidentiality of any such information in the event a California

Public Record Act request is received, the responder must request, execute and submit a County-prepared written agreement to defend and indemnify the County for liability, costs and expenses incurred in asserting such confidentiality as part of the SOQ. A copy of that written agreement is attached as (Attachment 1).

The final determination of whether the County will assert a responder's claim of confidentiality shall be at the sole discretion of the County. Any information determined to be non-confidential shall be considered public record. If the County determines that your information does not meet the criteria for confidentiality, you will be notified of the County's intent to release the public record pursuant to any

California Public Records Act request.

Responder agrees, as a condition of submitting its SOQ, that the County will not, as between the parties, be liable or accountable for any loss or damage, which may result from a breach of confidentiality related to the SOQ. Responder agrees to indemnity and hold the County, its officials, agents, and employees harmless from all claims arising out of, resulting from, or in any manner attributable to any violation of any provision of the California Public Records Act, including legal fees and disbursements paid or incurred to enforce this provision.

2.2.10 Responder's costs

The County shall not be responsible for any costs incurred by responder in connection with this SOQ.

Responder shall bear all costs associated with SOQ preparation, submission, and attendance at interviews, or any other activity associated with this RFQual or otherwise.

https://government-project.s3.us-west-2.amazonaws.com/293227/Sample_County_Agreement_.doc?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4KLFRSXMC%2F20260813%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20260813T163731Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjECAaCXVzLXdlc3QtMiJFMEMCH2RpUs9EB7zTfUgO6eJaNqM64sYDftFvkybK0CSyR70CIBhuRUZbIx2Twb5Z7wq1yVKts4GQd4PT2Cw3KPaOaAUVKo4FCOn%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMODkyMzY0Njg3NjcyIgyEXpVm3cLCMZi2tj4q4gQcrO2c%2FZMJ%2BkSiFNJ1fux2%2FjS47osU94fRGEjbaDDtiMkrDE7uPvKkb8S9Mna%2B8u%2B%2BUio1XikTaYNd3RXYxnu2JP0%2Blytmd24nVEipNDpJUNFJTsGTn8VqetH9MckNSxwGyXz%2B114s3Q1KFw4NMveDFMWrIPow4CVrQ3U9BIq19p95fEF7uynPPXx7ek%2FGA%2BwhYjqJUq4EgFTA2kxGAKrHQQRJARimnsp1LGM5tVToilddS0a5kv7eY8h73Q87%2B60oPavy2XzoWtKCt%2B%2FvBidPg7zrl4helqepl8toqJN%2FR5k%2FdLcT9JJGI4j55aX3Gvnygfv7tq25K4MCg1nN%2FBDYNnCFDYvNX2ZyQgv7jIpHhc3yruoZ5ZPtpuMweH1kOPm7%2F0Iegmq9J%2BjGswp%2FEHQbV%2B9wLopVtP62kM9uhlNVmDN%2B7AR3F9PtRKyJCjyGNIIY29Ia9ZH1DmztqaY0n4WwBRP2IVZWiStJGnddhwauRZ%2FLraHyY5ZOZwdV51f%2BbsBsPuGsQS9XZI9sBx5gQGaK7BLf9aDXsfpbVa96VgaOggnI1PkJx%2F8OqoMfcLjc4MMCM%2FQOj4YJ6T9wcW%2FLmU7vJ58jKovz22mXgLhhTQLn0esOPs%2FohNhi1VtoLdyw%2FwIN1xMQ1IwUk7otxYBUSSvGWOCwKuuJhckav%2FNCC19GEDLsgLlkOsT1d7Ui4wnk%2BQN37Je8%2B40l9UeA7qHnw6Z89NUZbXV7f4ecoZR7q5IG4uEHcWOH8FkQx%2FH00WTuDxHXBYr7Cp5SEegMnGEdhcfPMaa0fVdA0K3KIp7QmJ1ESBRkMMbY99MGOpsBaaTvEvhf3%2FHRIUzsgbQ6I19NfHr%2B9r2gF48nXPQqYEMz2bgQFYyCiKPxjoyKAkXg%2BpBZv8iKMA05IJX%2B9G1VWNNJbLkM1sUaFNKjmm8k5rjCaoEqKFZyPb6NdNs1ELJMKcaGfJce6RtHH1KqeKevMXWJcT4eZvNJw2lLdh1%2BAPnCofYAHaRc%2BjQlpDIUjkVaGFTmKAEK%2BMmgq9k%3D&X-Amz-Signature=b587d4631776215beaa63d6ff5178c428203d7ec12f80ae9f322712e53176ed6&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Sample_County_Agreement_.doc%22&x-id=GetObject

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts,

2.2.11 Responder's ideas

To the extent permitted by law, the County reserves the right to use any or all ideas, concepts, or other information provided in any SOQs. Selection or rejection of the SOQ does not affect this right.

2.2.12 Collusion

If the County determines that collusion has occurred among responders, none of the SOQs of the participants involved in the collusion shall be considered. The County's determination shall be final.

2.2.13 Conflict of interest

Responder affirms that to the best of its knowledge the submission of its SOQ, or any resulting contract, does not present an actual or perceived conflict of interest. Responder agrees that should any actual or perceived conflict of interest become known, it will immediately notify the County and will advise whether it will or will not avoid, mitigate, or neutralize the conflict of interest.

The County may make reasonable efforts to avoid, mitigate, or neutralize a conflict of interest by a responder. To avoid a conflict of interest by a responder, the County may utilize methods including disqualifying a responder from eligibility for a contract award or cancelling the contract if the conflict is discovered after a contract has been issued. The County may, at its sole and absolute discretion, waive any conflict of interest.

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts,

3. Scope of Work

The selected consultant will be responsible for the following:

The selected consultant(s) will provide on-call financial consulting services including, but not limited to:

• Development impact fee program support

• CFD formation, administration, and special tax modeling

• Fiscal impact analyses

• Financial modeling and projections

• Fee updates, nexus study support, and documentation

• Review of developer applications, cost estimates, and reimbursement requests

• Preparation of staff reports, presentations, and technical memoranda

• Assistance with Board of Supervisors presentations

• Other financial analysis as requested.

Task Orders

The County will issue task orders defining:

• Scope

• Schedule

• Deliverables

• Budget

• Required meetings

Consultant shall not begin work until receiving written authorization.

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts,

4. Evaluation and Selection

4.1 SOQ evaluation and recommendation for selection - (Scoring Step #1)

The County reserves the following rights, to be exercised in the County’s sole and absolute discretion: 1) to determine whether any aspect of an SOQ satisfactorily meets the criteria established in this RFQual;

2) to seek clarification or additional information from any responder; 3) to negotiate, sequentially or simultaneously, pricing and/or terms with any responder or vendor; 4) to reject any or all SOQs with or without cause; 5) to waive any irregularities or informalities in a SOQ; 6) to cancel or amend by addenda this RFQual, in part or entirely; 7) to award multiple contracts to responders; and/or 8) award a contract to a vendor that did not submit an SOQ.

Evaluation of SOQs by a selection committee, evaluation panel, County staff, a technical advisory committee, or by another group, individual or entity is advisory only. The County of Sacramento Board of Supervisors or its designee may consider or reject such evaluation(s) for any or all SOQs. Such evaluations are for the sole benefit of the County of Sacramento Board of Supervisors or its designee, and as such, they are not binding upon the County, nor may they be relied upon in any way by a responder.

The County will issue a Notice of Intent to Award (NOIA) and/or a Notice of Award (NOA), as applicable, to be published on OpenGov Procurement naming County’s selected consultant following completion of the evaluation process.

4.2 Evaluation of responsiveness

The County will consider all the material submitted by a responder to determine whether the responder’s offer is in compliance with the terms and conditions set forth in this RFQual. SOQs that do not comply with the provisions in this RFQual may be considered nonresponsive and may be rejected.

4.3 Evaluation of responsibility

To determine whether a responder is responsible, the County will consider the responder’s general qualifications to perform the requested services in a satisfactory manner; financial responsibility;

integrity; skill; past performance; and ability. SOQs from responders considered non-responsible will be rejected.

4.4 Evaluation panel and evaluation criteria

After review of each responsive SOQ, the County may award a contract to a successful responder based on the evaluation criteria, or it may establish a short list of responders for further consideration. The short list of responders may be asked to provide additional information. The short list of responders may also be asked to attend an in-person or telephone interview/presentation, as determined by the County in its sole discretion.

Evaluation criteria shall include the following

Evaluation criteria shall include the following:

A. Quality of the proposed services, including: Points: 40

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts, o Understanding of on-call financial consulting needs o Ability to perform diverse tasks under task orders o Quality of proposed work plan and responsiveness

B. Experience and qualifications, including: Points: 40 o Demonstrated experience with development impact fees, CFDs, fiscal impact analyses o Expertise of staff o Past performance with public agencies

C. Quality of proposal compliance, including: Points: 20 o Compliance with proposal format & content o Acceptance of the County’s terms and conditions (Attachment 1) o Prepared for interview (if applicable)

4.5 (Optional) Interviews - (Scoring Step #2)

After review of each responsive SOQ, the County may request additional information or clarification from Proposers regarding their submissions. Following evaluation of the written SOQs, the County may establish a shortlist of the highest-ranked Proposers for further consideration. If the County determines that interviews are necessary, shortlisted Proposers may be invited to participate in an interview.

All shortlisted Proposers invited to interview will be evaluated using the same questions found in

Section 6 - Evaluation Phase. The written proposal evaluation will constitute one hundred points (100) of the final score and the optional interview evaluation will constitute thirty points (30) of the final score for a total of 130 points.

4.6 Execution of contract

The selected proposer shall execute an agreement with the County of Sacramento, using the standard consulting agreement (Attachment 1) Any requested revisions, deletions, or additions, to the language in the attached sample agreement shall be clearly set forth in the SOQ for the County’s consideration.

Before a contract becomes effective between the County and any responder, the contract must be reviewed by County Counsel and the contract award must be approved by the County Board of

Supervisors or its designee. If for any reason the County Board of Supervisors or its designee does not ratify and sign the contract then there are no binding obligations whatsoever between the County and the responder relative to the proposed contract.

https://government-project.s3.us-west-2.amazonaws.com/293227/Sample_County_Agreement_.doc?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4KLFRSXMC%2F20260813%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20260813T163731Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjECAaCXVzLXdlc3QtMiJFMEMCH2RpUs9EB7zTfUgO6eJaNqM64sYDftFvkybK0CSyR70CIBhuRUZbIx2Twb5Z7wq1yVKts4GQd4PT2Cw3KPaOaAUVKo4FCOn%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMODkyMzY0Njg3NjcyIgyEXpVm3cLCMZi2tj4q4gQcrO2c%2FZMJ%2BkSiFNJ1fux2%2FjS47osU94fRGEjbaDDtiMkrDE7uPvKkb8S9Mna%2B8u%2B%2BUio1XikTaYNd3RXYxnu2JP0%2Blytmd24nVEipNDpJUNFJTsGTn8VqetH9MckNSxwGyXz%2B114s3Q1KFw4NMveDFMWrIPow4CVrQ3U9BIq19p95fEF7uynPPXx7ek%2FGA%2BwhYjqJUq4EgFTA2kxGAKrHQQRJARimnsp1LGM5tVToilddS0a5kv7eY8h73Q87%2B60oPavy2XzoWtKCt%2B%2FvBidPg7zrl4helqepl8toqJN%2FR5k%2FdLcT9JJGI4j55aX3Gvnygfv7tq25K4MCg1nN%2FBDYNnCFDYvNX2ZyQgv7jIpHhc3yruoZ5ZPtpuMweH1kOPm7%2F0Iegmq9J%2BjGswp%2FEHQbV%2B9wLopVtP62kM9uhlNVmDN%2B7AR3F9PtRKyJCjyGNIIY29Ia9ZH1DmztqaY0n4WwBRP2IVZWiStJGnddhwauRZ%2FLraHyY5ZOZwdV51f%2BbsBsPuGsQS9XZI9sBx5gQGaK7BLf9aDXsfpbVa96VgaOggnI1PkJx%2F8OqoMfcLjc4MMCM%2FQOj4YJ6T9wcW%2FLmU7vJ58jKovz22mXgLhhTQLn0esOPs%2FohNhi1VtoLdyw%2FwIN1xMQ1IwUk7otxYBUSSvGWOCwKuuJhckav%2FNCC19GEDLsgLlkOsT1d7Ui4wnk%2BQN37Je8%2B40l9UeA7qHnw6Z89NUZbXV7f4ecoZR7q5IG4uEHcWOH8FkQx%2FH00WTuDxHXBYr7Cp5SEegMnGEdhcfPMaa0fVdA0K3KIp7QmJ1ESBRkMMbY99MGOpsBaaTvEvhf3%2FHRIUzsgbQ6I19NfHr%2B9r2gF48nXPQqYEMz2bgQFYyCiKPxjoyKAkXg%2BpBZv8iKMA05IJX%2B9G1VWNNJbLkM1sUaFNKjmm8k5rjCaoEqKFZyPb6NdNs1ELJMKcaGfJce6RtHH1KqeKevMXWJcT4eZvNJw2lLdh1%2BAPnCofYAHaRc%2BjQlpDIUjkVaGFTmKAEK%2BMmgq9k%3D&X-Amz-Signature=b587d4631776215beaa63d6ff5178c428203d7ec12f80ae9f322712e53176ed6&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Sample_County_Agreement_.doc%22&x-id=GetObject

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts,

5. SOQ Format and Content

SOQs shall not exceed 25 pages and must adhere to the following format:

5.1 Cover letter

Proposals shall not exceed 25 of pages and must adhere to the following format:

A. Cover letter

The Proposer must submit a cover letter that includes the following:

1. Title of this RFQ- On Call Financial Consulting Services for Development Impact Fee

Programs, Community Facilities Districts, and Related Financial Analyses

2. A statement that the proposal is effective for a period of one hundred eighty (180) days or the date the contract takes effect, whichever is later;

3. A statement confirming that the Proposer has reviewed and agrees to be bound by County of Sacramento Terms and Conditions (Attachment 1) including insurance provisions, or alternatively, a statement confirming that the Proposer has reviewed and agrees to the bound by County of Sacramento Terms and Conditions (Attachment 1), excluding only those provisions that have been redlined for negotiation purposes and are included in their

Proposal;

4. A statement that the Proposer does not have an actual or perceived conflict of interest regarding this RFQ or in submission of their Proposal; or alternatively, a statement explaining any conflict of interest and how to avoid, mitigate or neutralize the conflict;

5. A statement that the Proposer’s proposal/solution meets all of the requirements .

6. Name and mailing address of firm (include physical location if mailing address is a P.O. Box);

7. Contact person, telephone number and e-mail address; and

8. The person authorized to execute the contract (“Signatory”)_shall sign this letter.

B. Local Office: Provide a description of the local office that will provide the services under this agreement. Include relevant information about the Office’s capabilities, size, range of services, and length of time in existence.

C. Fee Schedule: Provide a cost per task as described in the scope of work.

Proposal

The Proposal shall contain the following information (and in the same order):

1. A brief profile of the Proposer, including the size, organizational structure and history.

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Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts,

2. A statement of qualifications that includes:

a. Understanding of Tasks: Provide a brief response, which demonstrated an understanding of the key elements/issues in regard to the requirements of the mitigation fee act and legislative requirements of fee programs.

b. Experience: Briefly describe your firm’s experience with the requested services.

3. A plan for delivering services consistent with the scope of work in (Attachment 1), including but not limited to the following:

a. Description of proposed services

b. Methodology for completing services under task orders

c. Schedule and responsiveness expectations

d. Proposed dates for services/deliverables/milestones

e. Description of prior experience performing such services

f. Capacity to perform the services, including availability of staff and resources Name of project or account manager to be assigned to the County.

g. Resume of key staff. Information for key staff must include:

i. professional credentials;

ii. education or certifications;

iii. expertise and capability;

iv. applicable professional affiliations and accreditations, and

v. applicable professional experience.

4. A narrative of the experience of the Proposer in implementing similar services for other clients, including governmental clients similar in size to Sacramento County, if available.

5. A minimum of three (3) references for whom the Proposer has provided services similar to those described in this RFQ. If Proposer will be using subcontractors, a minimum of three (3) references must be provided for each subcontractor. The County reserves the right to check other references not provided by the Proposer. The following information is required for each reference:

a. customer name and address;

b. point of contact (name, telephone number, email) for contractual/administrative matters and technical performance;

c. period of contract performance; and

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts,

d. description of work performed.

Emphasis should be given to providing references where 1) the resources used are the same or mostly the same as those who will be used for the County’s purposes, and 2) the references are governmental organizations of similar size to the County. The County may request additional references from

Proposer.

1. Pricing/costs submitted by task/deliverable using time and materials basis with a not to exceed amount.

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts,

6. Evaluation Phases

No. Evaluation Criteria Scoring Method Weight (Points)

1. Quality of the proposed services, including -

Points 40

• Understanding of on-call financial consulting needs

• Ability to perform diverse tasks under task orders

• Quality of proposed work plan and responsiveness

N/A N/A

2. Experience and qualifications, including -

Points 40

• Demonstrated experience with development impact fees, CFDs, fiscal impact analyses

• Expertise of staff

• Past performance with public agencies

N/A N/A

3. Quality of SOQ compliance - Points 20

• Compliance with proposal format & content

• Acceptance of the County’s terms and conditions (Attachment 1)

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts,

4. Interview (County discretion) - Points 30

The County may, at its sole discretion, establish a shortlist of Proposers for further consideration. Shortlisted Proposers may be required to participate in an in-person or telephone interview/presentation, as determined by the County. The County reserves the right to make a final selection with or without conducting interviews/presentations. If interviews are not conducted, the written SOQ proposal evaluation scores will constitute the final scores used for ranking and selection.

If interviews are conducted, the written SOQ proposal evaluation will constitute one hundred points (100) of the final composite score and the interview evaluation will constitute thirty points (30) of the final composite score, for a total possible composite score of 130 points.

Interview evaluation criteria may include:

• Understanding of the County's on-call financial consulting needs

• Approach to task orders, problem solving, and responsiveness

• Qualifications and demonstrated expertise of proposed key staff

• Communication, organization, and quality of responses

Questions:

A. Based on your review of the RFQ, describe your understanding of the

County’s on-call financial consulting needs and the types of assignments you anticipate receiving under this contract.

B. Describe how your firm would approach a new task order from initial request through completion.

How would you establish scope, schedule, staffing, deliverables, and communication with County staff?

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts, C. Provide an example of a recent project involving development impact fees, Community Facilities

Districts, fiscal impact analysis, or similar municipal finance work. What was your firm’s role, and what challenges did you encounter?

D. Identify the key personnel who would perform work under this contract and explain their specific roles, relevant experience, and availability to respond to multiple or time-sensitive County assignments.

E. Assume the County issues a task order with an aggressive deadline, incomplete background information, and input required from several

County departments. How would your team manage the assignment and keep the work moving while maintaining quality?

F. Describe your quality-control process for financial analyses and reports.

How do you verify assumptions, calculations, and conclusions before submitting work to a public agency, and how would you communicate significant issues or risks to County staff?

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts,

7. Vendor Submissions

7.1. Certification of Independent Contractor Status*

"I hereby certify that the Contractor/Consultant firm employs five or more full-time employees. “Full-time”, as defined by the Internal Revenue Service, means persons employed for 20 or more hours per week, and excludes temporary employees whose term of employment will be less than one (1) month.

This certification satisfies the Internal Revenue Service criteria for treatment of the above-named consultant as an independent contractor, not an employee for tax withholding purposes."

☐ Yes, I certify that the firm has five (5) or more full-time employees.

☐ No, I certify that the firm does not have five (5) or more full-time employees, and the firm provides services to the general public. (The County will conduct a tax determination review if this option is selected.)

*Response required

7.2. Contractor Certification of Compliance, part 1*

WHEREAS it is in the best interest of Sacramento County that those entities with whom the County does business demonstrate financial responsibility, integrity and lawfulness, it is inequitable for those entities with whom the County does business to receive County funds while failing to pay court-ordered child, family and spousal support which shifts the support of their dependents onto the public treasury.

Therefore, in order to assist the Sacramento County Department of Child Support Services in its efforts to collect unpaid court-ordered child, family and spousal support orders, the following certification must be provided by all entities with whom the County does business:

Contractor/Consultant hereby certifies that either:

☐ the Contractor/Consultant is a government or non-profit entity (exempt), or

☐ the Contractor/Consultant has no Principals Owners (25% or more) (exempt), or

☐ each Principal Owner (25% or more) does not have any existing child support orders, or

☐ Contractor/Consultants Principal Owners are currently in substantial compliance with any court-ordered child, family and spousal support order, including orders to provide current residence address, employment information, and whether dependent health insurance coverage is available. If not in compliance, Principal Owner has become current or has arranged a payment schedule with the

Department of Child Support Services or the court.

*Response required

7.3. Contractor Certification of Compliance, part 2*

New Contract/Consultant shall certify that each of the following statements is true:

a. Contractor/Consultant has fully complied with all applicable state and federal reporting requirements relating to employment reporting for its employees; and

b. Contractor/Consultant has fully complied with all lawfully served wage and earnings assignment orders and notices of assignment and will continue to maintain compliance.

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts, NOTE: Failure to comply with state and federal reporting requirements regarding a Contractor's employees or failure to implement lawfully served wage and earnings assignment orders or notices of assignment constitutes a default under the contract; and failure to cure the default within 90 days of notice by the County shall be grounds for termination of the contract. Principal Owners can contact the

Sacramento Department of Child Support Services at 1-866-901-3212, by writing to P.O. Box 269112, Sacramento, 95826-9112, or via the Customer Connect website at www.childsup.ca.gov .

☐ Please confirm

*Response required

7.4. SOQ (without cost proposal)*

Upload your complete SOQ here. Do not include your cost proposal in this section.

*Response required

7.5. Cost proposal (separate)*

Upload your cost proposal here. Confirm that your cost proposal is not attached with your SOQ and is attached separately here.

*Response required

7.6. Confidential sections of SOQ (if applicable)

The County will treat all information submitted in an SOQ as available for public inspection once the

County has awarded a contract. If you believe that you have a legally justifiable basis under the

California Public Records Act (Government Code section 6250 et. seq.) for protecting the confidentiality of any information contained within your SOQ, you must identify any such information, together with the legal basis of your claim in your SOQ, and present such information in this section as part of your

SOQ response package. The final determination of whether the County will assert a Responder's claim of confidentiality shall be at the sole discretion of the County. Click "file upload" below to upload any SOQ documents you consider to be confidential documents.

7.7. Proposed Contract Exceptions

If proposing any exceptions to the County's Sample Contract, upload a redlined revision of the Sample

Contract attached to this solicitation here. Any submissions are for negotiation purposes only.

If no exceptions are proposed, please skip this question.

7.8. Provide the full contact name, title, and e-mail of the signatory for your firm. Provide contact information for the contract manager for your firm in order to distribute contract documents, including other recipients requiring a copy, if awarded.*

Signatory: name, title, email

Contract manager/admin: name, phone, email http://www.childsup.ca.gov/

Title: On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts,

7.9. PaymentWorks Contact*

Please provide the name and e-mail for a finance point-of-contact for your firm that will receive an invitation to complete the vendor registration process on the County's PaymentWorks portal.

To clarify, if you are set-up with other agencies using PaymentWorks, that information is not available to the County, so you must complete this process for the County.