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Benefits Assessment & Special Parcel Tax Administrative Services

Active
VW0741State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

AI Contract Overview

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The Santa Clara Valley Water District is soliciting proposals under RFP No. VW0741 for experienced firms to provide benefits assessment and special tax engineering services. The selected consultant will administer the Safe, Clean Water and Natural Flood Protection Special Taxing District as well as the district's Benefit Assessment Districts for a five-year period covering fiscal years 2026-27 through 2030-31. Key responsibilities include database preparation, reviewing Board Reports and Resolutions, managing senior exemption charge exclusions, submitting assessments and special taxes to the County for property tax rolls, and assisting with property owner inquiries. Proposals must be submitted electronically via the SCVWD Procurement Portal by December 2, 2026, and must include a technical proposal, a separate cost proposal in Excel, and various compliance documents such as a non-collusion declaration and conflict of interest disclosure. Award decisions will be based on a 100-point scale evaluating firm and team qualifications, technical approach, local business enterprise consideration, and cost. The contract requires adherence to strict regulatory standards, including the Americans with Disabilities Act and California Labor Code, and mandates monthly invoicing. Deliverables are subject to Valley Water approval, with any necessary corrections performed by the consultant at no additional cost.

General Info

SCVWD seeks a consultant for benefits assessment and special tax engineering services.

Agency

California → Consultant Contracts Services Unit #820 Department of Santa Clara Valley Water District

NAICS

541330 - Engineering Services

Place of Performance

5750 Almaden Expressway San Jose, California 95118, CA, USA

Set-Aside

NONE

Documents

13

Key Personnel Consultant and Subconsultants List (v3-10.18.24)

DOCX, High priority: read this firstpast-performance
High

Preliminary Project Schedule Template (PROF-v2-10.18.24)

DOCX, High priority: read this firstspecifications
High

RFP Client References - Valley Water

DOCX, High priority: read this firstpast-performance
High

RFP Document Submittal Checklist (Non-A&E)

DOCX, High priority: read this first1 page · submission-checklist
High

RFP Exceptions for Professional Services-v1-10.18.24

DOCX, High priority: read this firstsupporting-document
High

RFP No. VW0741: Benefits Assessment & Special Parcel Tax Administrative Services

PDF, High priority: read this first37 pages · rfp
High

Standard Admin-Gen-Consultant Agreement Template

DOCX, High priority: read this first26 pages · contract-document
High

Valley Water Consultant Insurance Requirements

DOCX, High priority: read this first6 pages · specifications
High

VW0741 Project Specific Cost Proposal Document

DOCX, High priority: read this first3 pages · cost-proposal-form
High

Conflict of Interest Disclosure Form

DOCX, Low priorityother
Low

IRS Form W-9 (Rev. October 2018)

PDF, Low priority6 pages · other
Low

Local Business Enterprise Consideration Document v3

DOCX, Low prioritysupporting-document
Low

Non-Collusion Declaration Document-v2-10.18.24

DOCX, Low priorityother
Low

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Organization & Contact Information

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AgencyCalifornia → Consultant Contracts Services Unit #820 Department of Santa Clara Valley Water District
Contacts1 person available
OfficeCA, USA
Organization / AgencyCalifornia → Consultant Contracts Services Unit #820 Department of Santa Clara Valley Water District
Office AddressCA, USA
Contacts
Helen HoangContact
contact@example.gov
+1 (555) 000-0000

Full Description

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Scope: Valley Water requires experienced, and qualified firms to provide benefits assessment/special tax engineering services to administer Valley Water’s Benefit Assessment Districts and the Safe, Clean Water and Natural Flood Protection Special Taxing District.A.    Consultant will provide Valley Water with assessment/special tax engineering services to administer Valley Water’s Benefit Assessment Districts and Safe, Clean Water and Natural Flood Protection Special Taxing District.B.    The proposed services will include FY 2026-27 through FY 2030-31 (five fiscal years) database preparation, review of Board Reports and Resolutions, exclusion of charges for senior exemptions, submittal of the assessments/special taxes to the County for inclusion on the property tax rolls and assistance with property owner inquiries.
Notes: Additional RFP Timeline information: Submittals for RFP Questions due by 2 PM on November 3, 2026 Valley Water Response to Questions will be posted on November 13, 2026. Oral Interviews Tentatively Scheduled January 12, 2027 - January 14, 2027. Procurement Portal Support: Issues regarding the SCVWD Procurement Portal, account registration, and/or electronic submittal, should be directed to PlanetBids, in a timely manner that does not impact your proposal submittal. Contact the PlanetBids Vendor Line Support at: SCVWD Procurement Portal: https://vendors.planetbids.com/portal/48397/portal-home Phone: +1 (555) 000-0000 Business Hours: 5:00 a.m. – 5:00 p.m. / M – F (PST)
Bid Bond: 0.00%

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