Special Tax and Assessment District Administration

The City of West Sacramento is soliciting proposals from qualified firms or individuals ("Proposer") to provide administration and other related services for all Special Tax and Assessment Districts in the City. More details on the City's needs for this work are provided in the Scope of Work.

The following is a list of tasks that are intended to be the responsibility of the Proposer pursuant to this Request for Proposals ("Scope of Work "). Proposers are encouraged to bid on any or all of the Scope of Work services in this solicitation. Proposals should clearly state the stand-alone cost of each service, as well as any savings associated with bundling two or more services. In order to best meet its needs, the City reserves the right to contract for each service individually or as a package.

Community Facilities District Administration and Service Community Facilities District Administration

• Prepare an Annual Special Tax Levy Report to include a) annual budgets for each District: b) review of fund balances to identify any surplus funds; c) debt service requirements; c) delinquency summaries; d) related recommendations or issues.
• Maintain and periodically update an electronic database containing parcel basis data and annual special tax levy amounts by Assessor's Parcel Number.
• Provide City with draft district budgets to be approved prior to County submittals.
• Provide levy installment information for each parcel, formatted in the required configuration to the County Auditor-Controller's Office for placement on the property tax roll.
• Prepare manual billings for parcels that the County Auditor Controller's Office does not apply to the tax roll.
• Provide a toll-free number to field inquiries from city staff, property owners and other interested parties regarding Special Tax/assessment installments and related information.
• Perform required bond call spreads for City approval and coordinate the early redemption of outstanding bonds.

Arbitrage Rebate (for debt issued for Special Tax Districts)

• Collect third-party data and other statistical, financial, and cash flow information required for the reports.
• Review all regulatory provisions and produce a comprehensive rebate report.

Annual Continuing Disclosure and CDIAC Reporting Obligations (for debt issued for Special Tax Districts)

- Prepare the Annual Continuing Disclosure Reports for City approval and then disseminate the final reports on the EMMA portal website: emma.msrb.org.

Delinquency Management

• Proposer will monitor delinquencies each January and May and submit periodic reports to the City.
• Send a delinquency reminder letter after the first installment of the tax bill becomes delinquent.
• Send a 30-day delinquency demand letter after the second installment of the tax bill becomes delinquent.
• Send a 21-day delinquency foreclosure letter. Foreclosure letters shall contain a brochure providing answers to frequently asked questions.

Landscaping and Lighting District and Storm Drain Maintenance District Administration

• Schedule an annual kick-off meeting with City staff to review the existing districts; and identify and discuss possible changes for the upcoming fiscal year, including budget issues, annexations, modifications to district structure, expansion, or changes in the improvements, as well as legislative changes that may impact the districts.
• Prepare an annual levy timeline identifying key dates and timeframes for pertinent tasks throughout the levy process.

**RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:** https://procurement.opengov.com/portal/cityofwestsacramento

**Question Submission Deadline:** November 13, 2026, 5:00pm

**Question Response Deadline:** November 20, 2026, 5:00pm

**Proposal Submission Deadline:** 5:00pm

**Prospective Interview Date:** Week of December 7, 2026

The City of West Sacramento may extend the duration of the contract for two (2) additional one-year extensions, provided that the extension does not require the payment of compensation in excess of the Council approved budget.

The Consultant shall maintain Worker's Compensation and Employer's Liability, Commercial General Liability, Commercial Automobile, and Professional Liability insurance as set out in the *Contract for Services* and the *Insurance Checklist*.