Special Tax and Assessment District Administration

The City of West Sacramento is requesting proposals for administration and related services covering all Special Tax and Assessment Districts within the city, with proposals due February 1, 2022 at 5:00 p.m. under RFP #21-070.

The scope encompasses administration of 18 bonded Community Facilities Districts, 16 services CFDs, one Lighting and Landscaping District, one Storm Maintenance District, and West Sacramento Area Flood Control Agency assessments. Services include Community Facilities District administration with annual special tax levy reporting, database maintenance, rate calculations, and County submissions; arbitrage rebate compliance reporting; annual continuing disclosure and CDIAC reporting obligations; delinquency management and foreclosure coordination; Landscaping and Lighting District and Storm Drain Maintenance District administration including Engineer's Report preparation and assessment roll submissions; WSAFCA assessment administration; and abatement, code enforcement, and delinquent utility billing administration. Proposers may bid on any or all services individually or as bundled packages; the City reserves the right to select by service individually or as a package based on best value overall qualifications and cost, not necessarily lowest cost.

Proposers must demonstrate a minimum of five years of experience providing the requested services to public agencies in California, provide references from work completed within the last three years, and maintain comprehensive insurance including Commercial General Liability at $1,000,000 per occurrence / $2,000,000 aggregate, Commercial Automobile Liability at $1,000,000 per accident, and Professional Liability at $1,000,000 per claim.

The contract term is three years with options for up to two additional one-year extensions for a maximum of five years. All proposal prices must be all-inclusive with no additional charges for travel, expenses, or telephone costs. Evaluation criteria weight proposal transmittal letter conformity (5%), proposer qualifications and experience (15%), proven ability (10%), technical approach (10%), cost proposal (15%), acceptance of City's standard contract (5%), and overall ability to fulfill requirements for each specific service category (5% each for nine service categories). Questions were due January 21, 2022. Prospective interviews are scheduled for the week of February 14, 2022. Proposals must be submitted electronically through the City's ProcureNow portal and include a transmittal letter, mandatory qualifications and experience documentation, technical project approach, and cost proposal organized by service type.