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This Solicitation opportunity from California was posted on April 6, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Mello-Roos Special Tax Administration Financial Consulting Services RFP

Closed
SPD126-SPDAD-6337State & Local

Contract Overview

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

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NAICS: 541219
New
SLED
RFQ - ARBITRAGE REBATE CALCULATION AND ANALYSIS SERVICES
Solicitation # 13362
The County of San Diego, Chief Financial Office, is soliciting quotes under RFQ 13362 for arbitrage rebate calculation and analysis services. The selected contractor will be responsible for monitoring tax-exempt long-term obligations, including certificates of participation, lease revenue bonds, and various tax allocation and special tax revenue bonds. Key deliverables include the production of annual arbitrage reports and accurate calculations performed in accordance with Internal Revenue Codes and United States Treasury Regulations. The contract features an initial term from December 1, 2026, to December 31, 2027, with four optional one-year extension periods through December 31, 2031. The County will award the contract based on best value, evaluating technical merit, total cost, cultural competency, and sustainability impacts. Applicants must submit their quotes by November 23, 2026, primarily via the BuyNet portal, ensuring the response does not exceed twenty pages. Required documentation includes a cost/price exhibit, a signed representations and certifications form, and evidence of experience with at least three large governmental clients. The contractor must adhere to strict compliance standards, including Board policies on artificial intelligence and fraudulent conduct, and maintain high professional standards. Payment is processed monthly within thirty days of receiving a correct, substantiated invoice.
San Diego County

POSTED

4 days ago

DEADLINE

in 26 days

AI Contract Overview

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The contract solicits financial consulting services specifically focused on the administration of Mello-Roos Special Taxes. The request for proposals (RFP) is issued by the California Administration office, located in San Bernardino, and is identified under the solicitation number SPD126-SPDAD-6337. The contract aims to secure expert guidance in managing the financial aspects of Mello-Roos tax districts, which are special tax districts established to finance public infrastructure and services. Proposals must be submitted by April 22, 2026, following the posting of the solicitation on April 6, 2026. The opportunity is open under a solicitation type without set-aside requirements or specific business size designations. Interested parties can contact Dylan Newton, the designated purchaser, via phone for further information. The performance location is San Bernardino, California, and all related documents and proposal details are accessible through the specified online procurement portal.

General Info

Financial consulting for Mello-Roos tax administration in San Bernardino, proposals due April 22, 2026.

Place of Performance

San Bernardino, CA, 92415, USA

Set-Aside

NONE

Documents

3

Addendum No. 1 for Mello-Roos Special Tax Administration Financial Consulting Services

PDF, High priority: read this firstamendment
High

Index 2026-1 Southern California Basic Trade Journeyman Rates (03192026).pdf

PDF

Mello Roos Special Tax Administration Financial Consulting Services

PDF

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Timeline

PhaseClosed
Posted

Solicitation

Response Deadline

Deadline has passed

Submission Closed

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Organization & Contact Information

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AgencyCalifornia → Administration
Contacts1 person available
OfficeSan Bernardino, CA, 92415, USA
Organization / AgencyCalifornia → Administration
Office AddressSan Bernardino, CA, 92415, USA
Contacts
Dylan NewtonPurchaser

Full Description

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Mello-Roos Special Tax Administration Financial Consulting Services RFP

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