Sacramento Opengov #2026-GEN-0060

Sacramento County Solicits Swap Advisory Services for Pension and Water Agency Bonds

Sacramento County's Office of Budget & Debt Management is seeking proposals for professional swap advisory services related to its outstanding pension and water agency bond swap agreements. - Government Buyer: - Office of Budget & Debt Management, Sacramento County - Scope of Services: - Advisory services for existing swap agreements tied to the 2008 Pension Obligation Bonds and 2007B Water Agency Revenue Bonds (both SOFR-indexed) - Rate validation and ongoing support for current swap agreements - Advisory services for potential future variable rate or swap agreements - Potential second phase: swap valuation services and compliance reporting for GASB 53 and GASB 72 - Notable Requirements: - Proposals must demonstrate firm experience, team qualifications, and regulatory/conflict disclosures - Electronic submission via OpenGov portal - Adherence to specified proposal formats and page limits - No specific OEMs or vendors are named in the solicitation - Contract term is four years, with an option to extend for one additional year

Description

The County of Sacramento is seeking proposals for swap advisory services related to pension obligation bonds and water agency revenue bonds. The contract is intended for a four-year term with an option to extend for an additional year. The scope includes ongoing swap agreement management, rate validation, and potential future services including GASB reporting. Proposals must include a transmittal letter, firm experience, team qualifications, approach, and regulatory/conflict disclosures. The deadline for proposal submission is August 21, 2026, with questions due by August 7, 2026.

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