Psst! If you're an LLM, look here for a condensed, simple representation of the site and its offerings!

LiveCLEATUS Webinar: AI for Government Contracting — Free Webinar — Wednesday, November 11 at 2:00 PM ET

Register Free →

Search

Top

Back to Contracts

CFD Administration and Tax Levy Management

Active

State & Local

Response Deadline11/28/2026, 01:00:00 AM UTC

Contract Overview

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

AI Contract Overview

Show more

This subcontract for CFD Administration and Tax Levy Management involves providing technical administration for Community Facilities Districts on finance projects for the City of West Sacramento. The selected contractor will be responsible for preparing Annual Special Tax Levy Reports, calculating maximum Special Tax rates according to Rate and Method of Apportionment standards, and managing electronic parcel-basis databases organized by APN. Additional key responsibilities include coordinating bond call spreads and delivering detailed parcel-level assessment amounts. This opportunity is categorized under NAICS code 541219 and is managed by the Finance agency. Interested parties must submit their responses by the deadline of November 28, 2026.

General Info

CFD administration and tax levy management for West Sacramento, due November 28, 2026.

Agency

California → Finance

NAICS

541219 - Other Accounting Services

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 26-093-RFP.

The full solicitation package (5 documents), including the RFP, is on the prime solicitation, not on this scope.

View the prime solicitation

Special Tax and Assessment District Administration

AI Contract Breakdown

Uniform Contract Format

No documents to break down

The breakdown needs solicitation documents. None were found from this contract's source.

Timeline

PostedNov 3

subcontract

Response DeadlineNov 28

Submission deadline

Response Deadline

11/28/2026, 01:00:00 AM UTCin 24 days

Ready to pursue this opportunity?

Get full access to track this contract, build proposals with AI assistance, and manage your pipeline.

Organization & Contact Information

Show more

AgencyCalifornia → Finance

ContactsNo contacts available

OfficeN/A

Organization / AgencyCalifornia → Finance

Office AddressN/A

ContactsNo contact information available

Full Description

Show more

Performs technical administration of Community Facilities Districts for prime contractors on City of West Sacramento finance projects. Prepares Annual Special Tax Levy Reports, calculates maximum Special Tax rates per Rate and Method of Apportionment (RMA) standards, and maintains electronic parcel-basis databases by APN. Coordinates bond call spreads. Delivers Annual Special Tax Levy Reports and parcel-level assessment amounts.

Similar Contracts

Same NAICS industry code

Special Tax and Assessment District Administration

Solicitation # 26-093-RFP

The City of West Sacramento is soliciting proposals for the administration of its Special Tax and Assessment Districts. The selected contractor will provide comprehensive services including Community Facilities District administration, financial compliance for arbitrage rebates and annual continuing disclosures via the EMMA portal, and the management of landscaping, lighting, and storm drain maintenance districts. Key deliverables include the preparation of annual special tax levy reports, engineer's reports, and the provision of assessment amounts by parcel to the County Auditor-Controller's Office. The contractor is also required to maintain a toll-free number for public inquiries and handle manual billings for parcels not on the county tax roll. The solicitation was released on November 3, 2026, with a response deadline of November 28, 2026. Award decisions will be based on the best combination of attributes rather than cost alone, utilizing a points-based evaluation system that weights specific administration factors. The process involves an initial responsiveness review, scoring by an evaluation team, potential interviews, and a final ranking that incorporates sealed cost proposals. The contract may be extended for two additional one-year terms. Compliance requirements include adherence to prevailing wage laws under Labor Code section 1720, SAM.GOV verification for debarment status, and various federal certifications for contracts exceeding 100,000 dollars. Proposals are limited to 25 pages and must be submitted through the City's e-Procurement Portal.

POSTED

about 7 hours ago

DEADLINE

Medical Claims Third-Party Administrator (TPA)This subcontract for a Medical Claims Third-Party Administrator supports the California Department of State Hospitals by managing the intake, adjudication, and payment coordination of medical claims for prime contractors. The selected provider will be responsible for managing claims billing, applying specific adjudication rules, and delivering daily claim files along with comprehensive monthly financial reports. Operational requirements include the use of a web-based portal to facilitate financial transactions with the State Controller's Office. This engagement falls under NAICS code 541219 and is associated with the California Department of State Hospitals network projects.

California Department of State Hospitals

POSTED

about 23 hours ago

DEADLINE

in about 1 month

Financial Sustainability & Pro Forma ModelingThis subcontract focuses on the development of long-term financial models to ensure the sustainability of medical residency projects for prime contractors under the Iowa Department of Health and Human Services. The scope of work involves analyzing various funding streams, specifically Medicare GME, Medicaid GME, and private models, to produce a validated sustainability pro forma. In addition to financial modeling, the contractor is responsible for finalizing operational funding flow agreements and Memoranda of Understanding. The primary deliverables for this engagement are the validated sustainability pro forma and the finalized funding flow agreements, supporting the Rural, Community Health and Primary Care initiatives.

HHS - PH (HPP) - Rural, Community Health and Primary Care

POSTED

DEADLINE

in about 2 months

Grant Compliance and Program Record ManagementThis subcontract for Grant Compliance and Program Record Management provides essential administrative support for prime contractors working on South Dakota Department of Social Services projects. The scope of work focuses on maintaining program records for a six-year retention period, preparing itemized invoices and signed state vouchers, and tracking expenditures against budget investments to ensure all deliverables are audit-ready. The successful provider must possess specialized knowledge of South Dakota state voucher systems and government auditing standards. This opportunity is associated with NAICS code 541219 and is managed under the South Dakota State Government, with a response deadline set for January 5, 2027.

South Dakota State Government

POSTED

DEADLINE

Request for Proposals for Actuarial Audit Services (Review of Pension Actuary)

Solicitation # 26-15352-001

The Employees Retirement System of Texas (ERS) has issued Request for Proposals solicitation number 26-15352-001 to secure a qualified firm for actuarial audit services. The primary objective of the contract is to conduct a comprehensive review of the work performed by the ERS pension actuary. The selected respondent must meet the minimum requirements detailed in Section B of the Respondent Questionnaire in Appendix G. All proposals must be submitted through the Euna Procurement portal by January 13, 2027, at 10:00 a.m. CT. The contract is anticipated to be executed in July 2027, with core services expected to extend through May 31, 2028. However, the full contract term extends to June 30, 2029, to accommodate the potential requirement for the respondent to provide testimony before the Texas Legislature. The Office of Procurement and Contract Oversight serves as the primary point of contact for this solicitation, which is managed under SLED organizational guidelines for the state of Texas.

Employees Retirement System of Texas

POSTED

DEADLINE

Payroll and Tax Administration ServicesYork College is seeking a subcontractor for Payroll and Tax Administration Services to manage the financial administration of a salary sacrifice scheme for prime contractors. The selected provider will be responsible for integrating with payroll systems to calculate income tax savings and benefit-in-kind obligations, managing individual sacrifice agreements, and ensuring full compliance with HMRC regulations. Key deliverables include the execution of monthly payroll deductions and the provision of accurate tax reporting. The contract requires the service provider to hold valid GDPR and Data Protection certifications to ensure the secure handling of sensitive financial and personal data. Interested parties must submit their responses by November 27, 2026, in accordance with the solicitation posted on November 2, 2026.

POSTED

DEADLINE

DoD FIAR Audit Readiness and Compliance SupportThe DoD FIAR Audit Readiness and Compliance Support subcontract provides specialized assistance to prime contractors supporting Navsup Flt Logistics Ctr Norfolk. The scope of work involves gathering data for audit packages, drafting responses to CERMC and BUMED audit queries, and researching technical FIAR guidelines to update and revise command plans. The primary objective is to ensure all deliverables meet Department of Defense FIAR Plan standards. Performance for this contract takes place in San Diego and requires personnel to maintain a favorable Tier 3 investigation. Key deliverables include the submission of completed audit packages and formal responses to audit queries. The opportunity is categorized under NAICS code 541219.

Navsup Flt Logistics Ctr Norfolk

POSTED

DEADLINE

RFP for JD17 Fiscal Agent

Solicitation # 2027000073

Solicitation 2027000073 is a request for proposals from the Colorado Department of Human Services Youth Corrections for a Fiscal Agent to serve the 17th Judicial District in Adams County. The anticipated contract term begins on July 1, 2027, and runs through June 30, 2028, with the State holding the option to renew for four additional one-year periods. The scope of work focuses on plan administration for the Center for Youth Development and Corrections and Marijuana Tax Revenue funds, with maximum budget caps set at 139,087.40 dollars and 30,273.00 dollars respectively. Key deliverables include monthly line-itemized budget summaries and an annual audit report conducted by an independent CPA. The selection process evaluates proposal content, references, and adherence to standard contracting terms, with a strict 30-page limit for submissions. Awarded vendors must be registered in the State of Colorado and with SAM.gov, providing a Unique Entity ID and completing a signature page that discloses conflicts of interest and socioeconomic status. The contract mandates strict compliance with HIPAA rules, the HITECH Act, and Colorado data security and accessibility standards, including annual third-party information security assessments. Payment is processed via invoice, with a 45-day window for both submission and payment. The agreement also incorporates various FAR termination clauses and requires liability insurance covering corporate, staff, and client coverage.

CDHS - Youth Corrections

POSTED

DEADLINE

in about 1 month

Information Security Compliance ConsultingThis subcontract for Information Security Compliance Consulting provides auditing and certification services for prime contractors working on projects for the Ohio Department of Children and Youth. The scope of work involves performing gap analyses and formal audits to ensure state security requirements are satisfied, specifically focusing on achieving SOC 2 Type 2 or HITRUST certifications. The final deliverables for this engagement are a formal SOC 2 Type 2 Report or a HITRUST Certification. To qualify for this contract, service providers must employ Certified Public Accountants or certified HITRUST auditors. The opportunity was posted on November 2, 2026, with a response deadline of December 2, 2026. The project falls under NAICS code 541219 and is managed through the OhioBuys procurement system.

Department Of Children & Youth

POSTED

DEADLINE

Flexible Funds AdministrationThis subcontract for Flexible Funds Administration supports the Oregon Department of Human Services by managing flexible funding pools for prime contractors. The scope of work involves comprehensive financial oversight, including fund disbursement, expenditure auditing, financial tracking, and compliance monitoring. To ensure accuracy and accountability, the provider must utilize professional financial accounting software and auditing tools, and personnel must hold financial management certifications or adhere to strict accounting standards. The project is based in Portland, Oregon, and requires the delivery of detailed financial reports, disbursement logs, and audit-ready records. Interested parties should note that the response deadline is January 31, 2027, and the contract falls under NAICS code 541219.

Oregon Department of Human Services

POSTED

DEADLINE

SOC 2 Compliance and Data Security AuditThe SOC 2 Compliance and Data Security Audit is a subcontract opportunity for the state of Maryland focused on performing security audits for prime contractors working on DJS Office of Pre-Adjudication and Reform projects. The primary objective is to conduct SOC 2 Type 2 audits to verify that program data is managed with strict adherence to security, availability, processing integrity, confidentiality, and privacy standards. The selected provider will be responsible for ensuring that all data handling practices meet state confidentiality requirements and must deliver a formal SOC 2 Audit Report upon completion. This procurement falls under NAICS code 541219, with a response deadline set for November 9, 2026.

POSTED

DEADLINE

Asset Valuation SpecialistThis subcontract opportunity is for an Asset Valuation Specialist to provide professional valuation services for estates and assets supporting prime contractors on projects for the San Mateo County Public Guardian and Public Administrator. Working under the California Health - Aging and Disability Services agency, the selected specialist will utilize valuation modeling software to determine estate values and tax liabilities, ultimately delivering formal appraisals and valuation reports. Qualified candidates must hold an Accredited Appraiser or Certified Valuation Analyst certification. The solicitation was posted on October 30, 2026, with a response deadline of November 13, 2026. This procurement falls under NAICS code 541219.

Health - Aging and Disability Services

POSTED

DEADLINE

More opportunities from California → Finance

Same awarding agency

District Public Inquiry SupportThe District Public Inquiry Support subcontract, managed by the Finance agency in California, establishes a communication interface for prime contractors working on City of West Sacramento finance projects. The primary objective is to maintain and staff a dedicated toll-free telephone line to address taxpayer inquiries concerning district purposes and special tax levy amounts. To ensure effective delivery, the contractor will utilize specialized call center software and telephony systems to manage an operational inquiry line and resolve taxpayer concerns. This opportunity was posted on November 3, 2026, with a response deadline of November 28, 2026, falling under NAICS code 517919.

All Other Telecommunications

POSTED

about 7 hours ago

DEADLINE

Maintenance District Administration (Landscaping, Lighting, Storm Drain)This subcontract focuses on the administration and billing functions for utility and maintenance districts, specifically covering landscaping, lighting, and storm drains for prime contractors on City of West Sacramento finance projects. The scope of work includes the preparation of Engineer's reports for assessment districts and the management of manual billings for parcels that are not listed on the county tax roll, ensuring all processes comply with local government assessment laws. The project is categorized under NAICS code 541330 and is managed by the Finance agency. Key deliverables include the submission of completed Engineer's reports and the processing of all required manual billings. The solicitation was posted on November 3, 2026, with a response deadline set for November 28, 2026.

Engineering Services

POSTED

about 7 hours ago

DEADLINE

Municipal Bond Compliance and EMMA ReportingThis subcontract for Municipal Bond Compliance and EMMA Reporting involves providing specialized financial compliance services for prime contractors working on City of West Sacramento finance projects. The scope of work includes the preparation and filing of Arbitrage Rebate reports, the management of Annual Continuing Disclosure obligations, and the execution of CDIAC Reporting. The selected provider will utilize the Electronic Municipal Market Activity portal to disseminate reports in accordance with MSRB and CDIAC standards. Key deliverables include the final filed Arbitrage Rebate and Continuing Disclosure reports. The solicitation was posted on November 3, 2026, with a response deadline of November 28, 2026.

Offices of Certified Public Accountants

POSTED

about 7 hours ago

DEADLINE

Title VI Fare Equity and Revenue Impact Analyses

Solicitation # S26175

The Santa Clara Valley Transportation Authority (VTA) is soliciting proposals under solicitation S26175 for professional services to conduct Title VI Fare Equity and Revenue Impact Analyses. The primary objective is to support VTA in evaluating the equity, ridership, and financial impacts of proposed fare and fare media changes. The scope of work is divided into four key tasks: performing Title VI Fare Equity Analyses, supporting community outreach and governing board presentations, conducting fare revenue modeling and impact analysis, and providing ongoing compliance support. The contract term is two years from the effective date, with performance based on professional standards of skill and judgment. The procurement utilizes a best value award basis, considering both price and qualifications. Compensation is structured as a hybrid model, with Task 1 and Task 3 utilizing Firm-Fixed-Price (FFP) and Task 2 and Task 4 utilizing Time and Materials (T&M). Proposals must be submitted electronically via the VTA Procurement Website by November 17, 2026, at 2:00 p.m. PT, and must include a separate cost proposal and a technical proposal. The contract requires compliance with Title VI, ADA access, and California public works laws, and includes a Business Development Program for Small Business Enterprises (SBE) and Disadvantaged Business Enterprises (DBE).

Other Management Consulting Services

POSTED

DEADLINE

Municipal Bond Printing and Document ProductionThis subcontract for Municipal Bond Printing and Document Production supports prime contractors managing bond issuances for the Zone 7 Water Agency. The selected provider will utilize high-volume professional financial printing and typesetting equipment to format and print preliminary and final pricing books, as well as produce official statements required by investors and regulatory bodies. Deliverables include both physical and digital copies of all final documentation. Managed by the Finance agency in California under NAICS code 323111, the opportunity was posted on October 29, 2026. Interested parties must submit their responses by the deadline of November 19, 2026.

Commercial Printing (except Screen and Books)

POSTED

DEADLINE

Municipal Disclosure and Continuing Disclosure ReportingThis subcontract for Municipal Disclosure and Continuing Disclosure Reporting involves the preparation and filing of continuing disclosure reports for prime contractors working on Zone 7 Water Agency bond projects. The selected provider is responsible for coordinating the factual accuracy of these reports and submitting them via the Electronic Municipal Market Access system to maintain compliance with regulatory requirements and bond covenants. The contract requires the provider to hold legal certification as Bond or Disclosure Counsel to ensure all filings meet necessary legal standards. The primary deliverable is the successful submission of filed continuing disclosure reports on the MSRB/EMMA system. This opportunity is managed by the Finance agency in California, with a response deadline of November 19, 2026.

Offices of Lawyers

POSTED

DEADLINE

Municipal Debt Advisory and Financial ConsultingThis subcontract for Municipal Debt Advisory and Financial Consulting involves providing professional municipal advisory services to prime contractors supporting Zone 7 Water Agency debt issuance projects. The scope of work includes analyzing water revenue bonds, updating Debt Management Policies, developing detailed financial models and pro-formas, and negotiating bond terms to ensure successful finalized issuances and pricing books. Eligible providers must be authorized to conduct business in California and maintain required SEC and MSRB registrations in compliance with the Dodd-Frank Act. The solicitation was posted on October 29, 2026, with a response deadline of November 19, 2026, falling under NAICS code 541611 for administrative management and general management consulting services.

Administrative Management and General Management Consulting Services

POSTED

DEADLINE

Municipal Advisory Services

Solicitation # RFP-2026-028

Zone 7 is soliciting proposals for Municipal Advisory Services under RFP-2026-028 to secure a qualified consultant to serve as the sole municipal advisor for future debt issuances. The primary scope of work involves assisting the Agency with the issuance of debt to fund water treatment infrastructure, specifically the Mocho PFAS Treatment Plant, and the potential refunding of approximately 51.47 million dollars in outstanding 2018 Series A Water Revenue Bonds. The selected advisor will provide guidance on bond features, market timing, and financing structures, assist in selecting the financing team, and prepare continuing disclosure reports for the Electronic Municipal Market Access. The contract is intended to be a Standard Agreement for Professional Services with an initial one-year term from January 2027 to December 2027, with the possibility of two additional one-year extensions. Compensation will consist of a fixed transaction fee for bond refunding and hourly rates for on-call services reimbursed on a time-and-materials basis. To qualify, firms must be registered with the SEC and MSRB, authorized to do business in California, and possess at least five years of experience in municipal debt advisory services. Proposals are due by November 19, 2026, and will be evaluated based on qualifications, work plan, general response, references, and cost.

Investment Banking and Securities Intermediation

POSTED

DEADLINE

Water and Wastewater (Sewer) Rate Study and Annual Proposition 218 True-Up Analysis Service

Solicitation # 26-282

The City of Milpitas is soliciting proposals for a consultant to conduct a comprehensive Proposition 218 cost of service and rate study for its water and wastewater systems. The primary objective is to establish a fair and equitable five-year schedule of rates for fiscal years 2028-29 through 2032-33. Key deliverables include the development of a five-year financial plan to fund operations, maintenance, debt service, and the Capital Improvement Plan, as well as a cost-of-service analysis that ensures a clear nexus between the cost of service and the rates charged to customers. Additionally, the selected consultant will provide support for an Annual Proposition 218 True-Up analysis following the close of each fiscal year. The anticipated period of performance begins on or about March 1, 2027, and extends through December 31, 2034, covering seven contract years. Compensation is based on actual work performed on a not-to-exceed basis, with payments made within 30 days of monthly invoicing. Proposals are evaluated based on cover letter compliance, the qualifications of the firm and key personnel, the proposed project approach, references, and cost. The City will award the contract to the proposer offering the most advantageous proposal, regardless of whether it is the lowest price. All work must comply with California Proposition 218 and applicable state labor and wage laws.

Other Management Consulting Services

POSTED

DEADLINE

Public Engagement and Communications ConsultantThe Public Engagement and Communications Consultant subcontract, issued by the Finance agency in California, focuses on managing community outreach for prime contractors involved in City of Milpitas rate study projects. The selected consultant will be responsible for coordinating public workshops and meetings, as well as creating communication materials that simplify complex financial data for the general public. Candidates must possess demonstrated experience in municipal stakeholder management to successfully execute these tasks. Key deliverables for this engagement include a comprehensive outreach plan, professional presentations for public meetings, and detailed stakeholder engagement reports. Interested parties must submit their responses by December 2, 2026. The contract falls under NAICS code 541820, emphasizing the need for specialized public relations and communications expertise.

Public Relations Agencies

POSTED

DEADLINE

Proposition 218 Regulatory Compliance SpecialistThis subcontract for a Proposition 218 Regulatory Compliance Specialist provides essential regulatory support for prime contractors managing utility projects for the City of Milpitas. The selected specialist will utilize extensive knowledge of California Proposition 218 and relevant utility case law to ensure all activities remain compliant with state mandates. Key deliverables include the production of comprehensive compliance reports and the execution of annual True-Up Analysis for years three through seven to verify that rates do not exceed the proportional cost of service. Managed under the Finance agency in California, this opportunity is categorized under NAICS code 541110. Interested parties must submit their responses by the deadline of December 2, 2026. The contract focuses on maintaining strict legal and financial adherence to utility rate regulations through specialized reporting and analysis.

Offices of Lawyers

POSTED

DEADLINE

Earlier notices in this NAICS code

Posted before this notice, open and closed

Environmental Auditing & Compliance

Department of Economic Development

POSTED

DEADLINE

Grant Compliance Audit and Oversight Services

MODOT TRANSPORTATION

POSTED

DEADLINE

Fiscal and Administrative Services

Florida State University

POSTED

DEADLINE

Ready to Pursue This Opportunity?

Get AI-powered intelligence on this solicitation and the ones like it

Every page of the solicitation package shredded into a compliance breakdown

AI-powered matching based on your capabilities and past performance

Competitor and incumbent history on the requirement

Automated alerts on amendments, Q&A deadlines, and award

Join 750+ contractors already using CLEATUS