On Call Financial Consulting Services for Development Impact Fee Programs, Community Facilities Districts, and Related Financial Analyses
Closed State & local contract opportunity
- Solicitation number
- 94867
- State
- California
- Responses due
Opportunity facts
- Jurisdictions
- NIGP codes
- UNSPSC codes
- 81121503 Econometrics
- 64101602 Money market account
- 64101603 Simple checking account
- 64111902 Principal unprotected structured financial product
- 93151609 Lotteries services
- 64101500 Time deposit accounts
- 64111901 Principal protected structured financial product
- 64101501 Certificate of deposit CD
- 64101502 Simple savings account
- 64101702 Currency exchange application
Show all 39
- 64111802 Subscription right
- 64111804 Warrant
- 81121500 Economic analysis
- 80101512 Actuarial consulting services
- 81121502 Micro economic analysis
- 81121504 Economic forecasts
- 81121505 Economic development consultancy
- 64000000 Financial Instruments, Products, Contracts and Agreements
- 64101600 Demand deposit accounts
- 64101601 Interest bearing checking account
- 64101701 Bill paying application
- 64101704 Over draft protection
- 64111801 Allotment or bonus right
- 64111903 Exchange traded fund ETF
- 64111904 Single structured product
- 64111906 Variable annuity
- 93151605 Government finance services
- 84000000 Financial and Insurance Services
- 84100000 Development finance
- 80101603 Economic or financial evaluation of projects
- 81121501 Macro economic analysis
- 64100000 Bank offered products
- 64111800 Entitlements or rights
- 64101700 Electronic fund transfer and payment products
- 64111900 Structured financial products
- 64111803 Purchase right
- 64111905 Over the rainbow structured product
- 64101703 Money transfer application
- 84131614 Underwriting service
- Point of contact
-
- Terry Keys keyst@saccounty.gov (916) 876-6367
Opportunity details come from procurement.opengov.com. Updated .
About this opportunity
The County of Sacramento is soliciting qualifications and proposals for on-call financial consulting services supporting development impact fee programs, Community Facilities Districts, special tax modeling, fiscal impact analyses, and related financial analyses, with proposals due October 8, 2026 at 2:00 p.m.
The scope includes development impact fee program support, CFD formation and administration, fiscal impact analyses, financial modeling and projections, fee updates, nexus study support, review of developer applications and reimbursement requests, preparation of staff reports and presentations, and assistance with Board of Supervisors presentations. Services are provided on a time-and-materials basis with a not-to-exceed amount per task or deliverable, with specific task orders defining scope, schedule, deliverables, budget, and required meetings.
The County may award multiple contracts and may establish a shortlist of proposers for further consideration. Respondents must certify independent contractor status with five or more full-time employees, compliance with child support obligations, and compliance with employment reporting requirements. The County's standard consulting agreement imposes a $2,000,000 commercial general liability insurance requirement per occurrence, $1,000,000 automobile liability, workers' compensation with statutory limits, and $2,000,000 professional liability per occurrence. Consultants must maintain comprehensive documentation of services and expenditures for four years following contract termination and notify the County upon expenditure of 75 percent of the authorized agreement amount. The County retains authority to terminate without cause upon thirty days' written notice or for cause immediately upon written notice of material breach.
Proposals are limited to 25 pages and must include a cover letter, firm profile, statement of qualifications, service delivery plan, references, and cost proposal submitted separately. Evaluation criteria are quality of proposed services (40 points), experience and qualifications (40 points), and RFQ compliance (20 points); optional interviews on October 26, 2026 constitute an additional 30 points for a total of 130 points if conducted. Questions are due September 18, 2026 at 5:00 p.m. Submissions must be electronic through the OpenGov Procurement portal. Respondents must accept the County's standard consulting agreement terms or propose redlined exceptions for negotiation.
Opportunity text
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.
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