Santa Clara Valley Water District PlanetBids #VW0741

Benefits assessment and special parcel tax administration services

Santa Clara Valley Water District is seeking a consultant to administer benefit assessments and special parcel taxes across a program covering nearly 500,000 parcels. - Government buyer: Santa Clara Valley Water District (Valley Water); the solicitation is issued through Consultant Contracts Services Unit #820, with the Financial Planning and Revenue Collection Unit identified for the work. - Scope: Assessment engineering and administration for Valley Water’s Benefit Assessment Districts and Safe, Clean Water and Natural Flood Protection Special Taxing District. - Requested services: Project management; collection of available data; levy calculations; financing-district database updates; identification of parcel changes and new parcels; preliminary and final tax rolls; review of Board orders and resolutions; County tax-roll submission and correction of rejected parcels; senior exemptions; property-owner inquiries; and supplemental services. - Notable requirements: Proposers or their employees must have at least 10 years of relevant experience administering benefit assessments and special parcel taxes for similarly complex projects in counties comparable in size to Santa Clara County. Benefit Assessments are expected to sunset after final debt service payments and are not expected to be levied in the final fiscal year of the agreement. - OEMs and vendors: No product manufacturers, OEMs, or service-provider vendors are named in the supplied materials. No products, part numbers, or product quantities are requested. - Agreement: One anticipated five-year agreement; no option years are specified. The cost proposal requests task-level not-to-exceed fees, consultant and subconsultant hourly or unit rates, and other direct costs.

Description

Santa Clara Valley Water District seeks an experienced and qualified firm to provide benefits assessment and special tax engineering services for its Benefit Assessment Districts and the Safe, Clean Water and Natural Flood Protection Special Taxing District. The five-year engagement covers fiscal years 2026–27 through 2030–31. Work includes preparing databases, reviewing Board Reports and Resolutions, accounting for senior exemptions, submitting assessments and special taxes to the County for property tax rolls, and assisting with property-owner inquiries. Proposers or their employees must have at least ten years of relevant experience levying special parcel taxes and benefit assessment districts for projects of similar scope and complexity in counties of similar size to Santa Clara County.

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