RFQ - FINANCIAL CONSULTING SERVICES

ALLEN R. HUNSBERGER DEPARTMENT OF PURCHASING AND CONTRACTING BRENDA MILLER
DIRECTOR 5560 OVERLAND AVENUE, SUITE 270, SAN DIEGO, CALIFORNIA 92123-1204 ASSISTANT DIRECTOR
PHONE (858) 505-6367 FAX (858) 715-6452
REQUEST FOR QUOTES (RFQ) 13090
SAN DIEGO COUNTY FIRE
AS-NEEDED FINANCIAL CONSULTING SERVICES
March 25, 2026
A. KEY INFORMATION
1. The County of San Diego is seeking quotes from firms interested in providing Financial Consultant Services
("Offerors").
2. The County anticipates a contract term of an initial (base) period of one (1) year(s), with four (4) 1-year option
periods.
3. The County has posted this solicitation on its official BuyNet website at https://sdbuynet.sandiegocounty.gov/.
To see all information related to this RFQ, to submit Questions, and to receive notifications of updates, Offerors
must select "Participate in RFx" for this solicitation in BuyNet.
4. The Contracting Officer for this solicitation is Joshua Blandino, Procurement Specialist,
(Joshua.blandino@sdcounty.ca.gov)
5. Schedule: This timeline is subject to change at any time, at the County's sole discretion. The County will issue
an addendum for changes to the Questions due date, or Quote due date.
Event Description Date and Time (San Diego Time)
Questions due April 6, 2026, prior to 5:00 p.m.
Quotes due April 16, 2026, prior to 3:00 p.m.
6. Questions:
6.1. Offerors should submit all Questions, including requests for clarification related to definition or
interpretation of this RFQ, in writing by the Date and Time specified in the Schedule. Offerors should
submit Questions via BuyNet, by sending a message to the Contracting Officer through the "Discussions"
functionality.
6.2. Non-Offerors should direct inquiries regarding this solicitation to the Contracting Officer.
7. Table of Contents:
A. Key Information
B. RFQ Instructions and Rules
C. Submittal Items
D. Required Forms
E. Statement of Work
F. Payment Schedule
G. Draft Agreement
B. RFQ INSTRUCTIONS AND RULES
1. INSTRUCTIONS FOR SUBMITTING A QUOTE
1.1. It is Offeror's responsibility to submit a quote based on the most current RFQ, addenda thereto, County's
responses to Questions, any other information posted on BuyNet, and any diligence material made

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13090
SAN DIEGO COUNTY FIRE
AS-NEEDED FINANCIAL CONSULTING SERVICES
available by the County. Offerors are advised to regularly check BuyNet for information. The County has
no obligation to contact Offerors directly with any such RFQ-related information.
1.1.1. To see all information related to this RFQ, to submit Questions, and to receive notifications of
updates, Offerors must select "Participate in RFx" for this solicitation in BuyNet.
1.1.2. If an Offeror is unable to download this document, an Offeror may request a hard copy from
Department of Purchasing and Contracting's front desk or contact clerical support at (858) 505-
6367.
1.2. Forms required to be submitted with Offerors response to this RFQ are included in this RFQ or posted on
the County's web site at: https://www.sandiegocounty.gov/content/sdc/purchasing/purchasing-
forms.html.
1.2.1. The County may update posted forms from time to time. Unless otherwise specified, Offerors may
submit the version of a form in place as of the date of the posting of this RFQ or any later version
thereof.
1.3. Offeror must submit a complete original quote in accordance with the format provided in this solicitation
to the County of San Diego, Department of Purchasing and Contracting, through electronic upload to
BuyNet before the Date and Time listed in Schedule.
1.3.1. If Offeror is unable to submit via BuyNet for any reason, Offeror may submit its quote via email to
the Contracting Officer listed in this document or provide the Purchasing and Contracting front desk
with either (i) electronic files on CD/DVD; or, (ii) a printed quote. Offeror must prominently mark
such submissions with the RFQ number on the outside of the packaging. Please use this method only
if unable to submit through BuyNet.
2. QUESTIONS
2.1. Offerors shall direct requests for explanation regarding the RFQ or related documents to the Contracting
Officer, in writing, as a question ("Question"). Offerors may submit Questions by sending a message to
the Contracting Officer through the "Discussions" functionality in BuyNet.
2.2. The County may choose not to respond to Questions received after the date and time stated in the Schedule
for Question submission. Offeror is responsible for ensuring that Questions are received by the County.
3. QUOTE FORMAT
3.1. Submit electronic quotes as files in .pdf format, except where specified otherwise. For pages other than
signature pages, converted and searchable formats are preferred.
3.2. All quotes shall be signed with a handwritten signature by an authorized officer or employee of Offeror.
4. QUOTE ORGANIZATION
4.1. Your quote should be organized in accordance with the Submittal Items in this RFQ.
4.1.1. Offerors shall organize content to correspond to the applicable exhibit and question or item
within each exhibit.
4.1.2. Offerors shall separate each exhibit into one or more files, clearly named as to the exhibit and
order.
4.1.3. Pages shall be consecutively numbered within each exhibit at the bottom or top margin of each
page.
4.1.4. Cost/Price information:
4.1.4.1. Offerors must place all cost and pricing information within the Cost/Price exhibit. Price shall
be inclusive of all proposed compensation.
4.2. Confidential/Proprietary information:
4.2.1. The County is a public agency subject to the California Public Records Act, Government Code
7920.000, et seq. Some or all of the documents submitted in response to this RFQ may be subject
to disclosure, and the County intends to publish any resulting contracts to its public website.
4.2.2. It is Offeror's responsibility to identify and separate into a "CONFIDENTIAL/PROPRIETARY"
exhibit and to provide a signed Nondisclosure Indemnification Agreement for:

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13090
SAN DIEGO COUNTY FIRE
AS-NEEDED FINANCIAL CONSULTING SERVICES
4.2.2.1. All confidential information that Offeror represents, with legal basis, is exempt from
disclosure pursuant to the California Public Records Act, including PI (Personal
Information), PII (Personally Identifiable Information), or PHI (Protected Health
Information);
4.2.2.2. Any proprietary or other information Offeror represents, with legal basis, is exempt from
disclosure under the California Public Records Act and wishes to protect from
disclosure.
4.2.3. The "CONFIDENTIAL/PROPRIETARY" exhibit must be clearly labeled with all pages marked
as "CONFIDENTIAL/PROPRIETARY."
4.2.4. Offeror should reference material in the "CONFIDENTIAL/PROPRIETARY" exhibit where it is
needed to respond to a Submittal Item through citation to the
"CONFIDENTIAL/PROPRIETARY" exhibit (for example "See response 1 contained within the
'CONFIDENTIAL/PROPRIETARY' exhibit for staff Social Security numbers").
4.2.5. If the County determines that a submission improperly designates information as confidential or
proprietary, the County may, at its sole discretion: (i) deem the information releasable; (ii)
declare the submission non-conforming/non-responsive; (iii) remove such information, or (iv)
take any other appropriate action. (Note: Pricing and Terms and Conditions are generally not
confidential under the California Public Records Act).
5. QUOTE EVALUATION
5.1. Evaluations may consider factors such as technical merit, experience, capacity, history of Offeror
compliance, availability, price, and more to determine the quote(s) that provide the best value to the
County.
5.2. During evaluation, the County may appropriately consider the sustainability and social, human health,
environmental, and economic impact of Offeror's proposed products and/or approach to providing goods
and/or services, in accordance with Board Policy B-67. Therefore, Offerors are encouraged to include
relevant information in their quotes, to the degree related to the goods or services sought.
5.3. During evaluation, the County may appropriately evaluate the cultural competency of Offeror and
Offeror's proposed approach to providing goods and services. Therefore, Offerors are encouraged to
include relevant information in their quotes, to the degree related to the goods or services sought.
5.4. When evaluating an Offeror's cost or pricing, the County may also consider the effect of the quote on the
overall total cost to the County.
6. COUNTY COMMITMENT
6.1. This RFQ does not commit the County to award a contract, nor does it commit the County to pay any of
Offeror's costs incurred in the preparation or submission of the quote. Further, Offeror shall not incur any
reimbursable cost in anticipation of a contract award.
6.2. Neither Offeror nor any of its representatives shall have any claims whatsoever against the County or any
of its respective officials, agents, or employees arising out of or relating to this RFQ or these procedures
(other than those arising under a definitive contract with Offeror in accordance with the terms thereof).
6.3. The County reserves the right to separately procure the same or similar goods or services.
6.4. The County may withhold all information regarding this procurement until after negotiations are complete,
including, but not limited to: the number of quotes received; the identity of Offeror(s); the content of
quotes; the County's evaluation and results thereof. Information releasable after the conclusion of
negotiations is subject to the disclosure requirements and withholding exemptions of the California Public
Records Act.
6.5. Pursuant to County Charter 703.10 and 916, award of a contract resulting from this RFQ may be subject
to the County's requirement to determine that the services can be provided more economically and
efficiently by an independent contractor than by persons employed in the Classified Service.
6.6. In the event that an Offeror is involved in a merger, acquisition, or other change in control, the County
reserves the right to award a contract to a resulting entity.

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13090
SAN DIEGO COUNTY FIRE
AS-NEEDED FINANCIAL CONSULTING SERVICES
7. DILIGENCE AND DUTY TO INQUIRE
7.1. Should Offeror find discrepancies in or omissions from, or be in doubt as to the meaning of, the RFQ or
related documents, Offeror shall have a duty to submit a Question to the County.
7.2. Offerors are expected to perform reasonable due diligence with regard to this RFQ and the work required,
including, but not limited to, information that is publicly or otherwise reasonably available and, if
applicable, information that can be obtained during a site visit (including verification of measurements,
conditions, and other attributes). Neither the selected Offeror(s), nor any Offerors, shall be entitled to any
price adjustment or other relief based upon information that was discovered or should have been
discovered through due diligence.
7.3. The County makes no representation or warranty, express or implied, as to the accuracy or completeness
of any diligence material or other information provided by the County or any of its agents, representatives,
contractors, or consultants. Such information may reflect good faith assumptions, estimates, or projections,
which may or may not prove to be correct.
7.4. Offeror should not rely upon oral statements made or explanations given by the County, including any oral
responses to Questions or other inquiries. No prior, current, or post award communication(s) with any
officer, agent, or employee of the County shall affect or modify any terms or requirements of this RFQ,
except as explicitly provided for in this RFQ.
8. OFFEROR COMMUNICATIONS
8.1. All communications from Offeror (including its employees, agents, and representatives) to the County or
its officers and employees (including consultants working on or assisting with this procurement), related
to this RFQ or Offeror's quote, must be directed in writing exclusively to the Contracting Officer, unless
otherwise authorized in writing by the Contracting Officer. Offerors shall not communicate with or attempt
to contact any other County personnel about this solicitation, except as otherwise allowed for in this RFQ
or by law. Any improper contact may, at the County's sole discretion, cause Offeror to be removed from
consideration for contract award.
8.2. If Offeror issues any public announcement or otherwise engages in communication that, in the County's
sole determination, compromises the integrity of this RFQ process or attempts to restrain competition,
Offeror may be removed from consideration for award.
8.3. Audio and/or video recording of presentations, discussions, negotiations, , or other communications with
the County regarding this RFQ are prohibited, unless specifically authorized in writing by the Contracting
Officer.
9. SOLICITING EMPLOYEES
9.1. Until contract award, Offerors shall not, directly or indirectly, solicit any employee of the County to leave
the County's employ in order to accept employment with Offeror, its affiliates, actual or prospective
contractors, or any person acting in concert with Offeror without prior written approval of the County's
Contracting Officer. This paragraph does not prevent the employment by Offeror of a County employee
who has initiated contact with Offeror.
10. PROHIBITED CONTRACTS AND SUBCONTRACTS
10.1. In accordance with Section 67 of the San Diego County Administrative Code, the County shall not contract
with, and shall reject any quote submitted by, the person or entities specified below, unless the Board of
Supervisors finds that special circumstances exist which justify the approval of such contract:
10.1.1. Persons employed by the County or of public agencies for which the Board of Supervisors is the
governing body;
10.1.2. Profit-making firms or businesses in which employees described in subsection 11.1.1 serve as
officers, principals, partners, or major shareholders;
10.1.3. Persons who, within the immediately preceding twelve (12) months, came within the provisions
of subsection 11.1.1 and who (i) were employed in positions of substantial responsibility in the
area of service to be performed by the contract; or, (ii) participated in any way in developing the
contract or its service specifications; and

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13090
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AS-NEEDED FINANCIAL CONSULTING SERVICES
10.1.4. Profit-making firms or businesses in which the former employees described in subsection 11.1.3
serve as officers, principals, partners, or major shareholders.
10.2. Per Board Policy A-79, a successful Offeror that is a non-profit corporation shall not subcontract any work
under the agreement with a related for-profit subcontractor where an interlocking directorate, management,
or ownership relationship exists, unless specifically authorized by the Board of Supervisors.
10.3. Offeror certifies that, if awarded a contract under this RFQ, such contract will be in compliance with
Sections 11.1 and 11.2 above. Offeror shall promptly notify the County of any change in circumstance
affecting these provisions.
11. CALIFORNIA REVENUE & TAXATION CODE 18662
11.1. In compliance with California Revenue and Taxation Code 18662, if Offeror is a non-resident of
California (out-of-state invoices) that receives California source income and has not completed Franchise
Tax Board Form 590, there may be a backup withholding on all payments. Fifteen (15) business days prior
to the first payment from the County, new suppliers or suppliers with expired forms or forms with incorrect
information must submit new forms to the County (forms are available from the Franchise Tax Board
website listed below).
11.2. Under certain circumstances, Offerors may be eligible for reduced or waived nonresident withholding. If
Offeror has already received a waiver or a reduced withholding response from the State of California and
the response remains valid, Offeror should submit the response to the County in lieu of the forms. Failure
to submit the required forms will result in withholding of payments. Offerors should access the Franchise
Tax Board websites, listed below, for tax forms and relevant information regarding non-resident
withholding, including waivers or reductions. The County will not give Offerors any tax advice. It is
recommended that Offerors speak with their tax advisers and/or the State of California for guidance.
Franchise Tax Board Websites:
https://www.ftb.ca.gov
https://www.ftb.ca.gov/forms/search/
11.3. If selected for award, Offeror must submit applicable forms to the Auditor & Controller via fax, at (858)
694-2060, or mail originals to: County of San Diego, 5530 Overland Avenue, Suite 410, San Diego, CA
92123. The P.O. Number or Contract Number (if available) and "California Revenue and Taxation Code
18662" must appear on fax cover sheet and/or the outside of the mailing envelope.
12. W-9 FORM
12.1. If selected for award, Offeror must complete and submit a W-9 form if a current form is not on file with
the County.
C. SUBMITTAL ITEMS
1. EXHIBIT 1 - REQUIRED FORMS
1.1 Submit a completed and signed Offeror's Cover Page (PC600) form
* Required for all Offerors
* located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Page.pdf
1.2 Submit a completed and signed Representations and Certifications form (PC601)
* Required for all Offerors
* located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC601_dpc_Reps_and_Certs.pdf
1.3 Submit a completed and signed Small-Local Business Self-Certification Form (PC610)
* All Offerors are encouraged to complete this form to support County data collection.
* located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC610_dpc_Small_Local_Self_Cert.pdf

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13090
SAN DIEGO COUNTY FIRE
AS-NEEDED FINANCIAL CONSULTING SERVICES
1.4 Submit a completed and signed Nondisclosure Indemnification Agreement (PC620) (if applicable).
* Required if submitting Confidential/Proprietary Information (see RFQ Instructions and Rules section 4.2)
* located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf
2. EXHIBIT 2 - PROGRAM/TECHNICAL EXHIBIT
2.1 Confirm (YES/NO) Offeror's agreement to the Statement of Work (SOW) requirements as stated.
YES NO
2.1.1. If Offeror has exceptions to any requirements, provide a marked-up redline version of the Statement of
Work that provides applicable alternative language along with a supporting explanation to support any
alternative standards/language being proposed. Failure to specifically reject a proposed requirement
will be deemed an acceptance of such requirement.
2.2 Describe the Offeror's overall resume and experience that demonstrate that the Offeror has extensive
knowledge of the proposed services and how Offeror will accomplish the SOW requirements. Indicate the lines
of organizational management, authority, and responsibility. If any operational components will be provided
through a subcontract, Offeror should clearly illustrate the lines of accountability.
2.2.1 Identify all proposed team members and their role in meeting the requirements of the SOW. Attach
resumes of proposed primary/lead team members. Include experience relevant to implementing the
requirements of the SOW. (Do not include personally identifying information such as address or phone
number on resumes).
2.2.2 If proposing the use of subcontractors, outline any anticipated use. For each known subcontractor,
provide the subcontractor's information, including its principal place of business and business entity
type, the role of the subcontractor in fulfilling the SOW, and primary/lead team member information.
If subcontractors are proposed but unknown, describe what their role would be and how they will be
solicited.
2.3 Provide two (2) positive verifiable business references, for the Offeror's most relevant similar projects or programs
within the past five (5) years. Each reference should include the following.
2.3.1 Company or Agency Name
2.3.2 Company mailing address, phone number, and email address
2.3.3 Dates of services provided
2.3.4 Contact Name, Position
2.3.5 Contact persons representing the reference organization, title, phone, and email address. The
referenced contact person must be familiar with the Offeror, and the Offeror's relevant experience and
performance.
NOTE: County staff may verify the information. The County will make reasonable attempts to contact any
reference, and the inability to contact a reference may be treated as an unfavorable reference for evaluation
purposes. An unfavorable response is a response from a listed reference stating they would not enlist the
organization to perform services again in the future, or comments provided that the County deems to be
substantially negative or reflective of substandard service. NOTE: DO NOT USE SAN DIEGO COUNTY
STAFF AS A REFERENCE.
2 EXHIBIT 3 - COST/PRICE EXHIBIT
2.2 Submit a completed Payment Schedule

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13090
SAN DIEGO COUNTY FIRE
AS-NEEDED FINANCIAL CONSULTING SERVICES
3 EXHIBIT 4 - ACCEPTANCE OF TERMS AND CONDITIONS
4.1 Confirm acceptance "YES/NO" of the County of San Diego's Draft Agreement (including insurance
requirements):
YES NO

4.1.1 If "NO," provide a detailed list of exceptions to the terms and conditions, the nature of its concern,
and what terms the Offeror is willing to accept.
Note: The Offeror will be deemed to have accepted any terms and conditions of the Contract to
which it does not take exception to. The County may, as part of its evaluation process, conclude
that exceptions are so numerous and/or material as to make Offeror's response to the solicitation
unacceptable.
4 EXHIBIT 5 - CONFIDENTIAL PROPRIETARY
5.1 Include any Confidential/Proprietary Information in this exhibit, in accordance with RFQ Instructions and
Rules section 4.2
D. REQUIRED FORMS
(RESERVED)
E. STATEMENT OF WORK
1. Overview
Contractor shall provide as-needed financial consulting services to assist the San Diego County Fire Protection
District (SDCFPD) with the annual administration of the existing Community Facilities Districts (CFD), which
include CFD Nos. 04-1 and 09-1, and potential future CFDs. Contractor shall also provide consulting services to
assist SDCFPD with the annual administration of the following six (6) service zones: (i) Dulzura Service Zone, (ii)
Descanso Service Zone, (iii) Jacumba Service Zone, (iv) Potrero Service Zone, (v) Rural West Service Zone, and
(vi) Tecate Service Zone. Lastly, Contractor shall assist SDCFPD with the preparation of a benefit fee report for
the service zones.
2. Goals and Outcomes
2.1. Contractor shall provide the services described herein to accomplish the following goals and objectives:
2.1.1. Annual administration tasks for CFD Nos. 04-1, 09-1, and potential future CFDs,
2.1.2. Annual administration tasks for the service zones,
2.1.3. Preparation of benefit fee reports related to the fixed charges levied for the special service zones.
3. Target Population and Geographic Area
3.1. Contractor shall provide services for CFD 04-1, 09-1, the services zones listed in Section 1, and all potential
future CFDs.
4. General Requirements for Service Delivery
4.1. Contractor shall assist with the annual administrative tasks for CFD 04-1, 09-1, and all potential new CFDs.
4.1.1. Contractor shall work on annual administrative Tasks 1-11.
4.1.1.1. Task 1: Land Use Research
4.1.1.1.1. This task involves determining, gathering and organizing the land use data
required to apportion and collect special taxes in each fiscal year, and includes the
following subtasks:
4.1.1.1.1.1. Subdivision Research: Identify and obtain copies of all final tract or
parcel maps for each CFD. Determine lot square footage for each
parcel.

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13090
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AS-NEEDED FINANCIAL CONSULTING SERVICES
4.1.1.1.1.2. Development Research: Determine building permit activity as of the
appropriate cutoff date for each CFD for each year. Identify building
permit issuance date, building square footage and situs address for
each new home. Review current Assessor Parcel Maps to determine
which parcel numbers will be valid for each fiscal year.
4.1.1.1.1.3. Database Management: Update automated parcel database to
include all parcels. Data items will include Assessor Parcel Number
(APN) and corresponding tract, lot and unit number, land square
footage, building square footage, building permit issuance date, situs
address, and fire risk category.
4.1.1.2. Task 2: Classification of Property
4.1.1.2.1. This task involved application of the Rate and Method of Apportionment of the
Special Tax to determine the appropriate special tax classification for each parcel
located within each CFD in each fiscal year, and includes the following subtasks:
4.1.1.2.1.1. Exempt Property: Identify all property owned by public agencies or
entities otherwise exempt from the special tax and classify as exempt
property.
4.1.1.2.1.2. Taxable Property: Identify all taxable properties and classify each as
"Developed Property" or "Undeveloped Property." Assign each
"Developed Property" to the appropriate special tax class.
4.1.1.3. Task 3: Financial Analysis
4.1.1.3.1. This task involves assisting SDCFPD with the calculation of the Special Tax
Requirement for each CFD for each fiscal year and calculating the special taxes
for property in each CFD.
4.1.1.4. Task 4: Report Preparation
4.1.1.4.1. This task includes the preparation of an Annual Special Tax Report for each CFD
containing the findings of the financial analysis and explanation of the
methodology employed to apportion the special taxes for the CFD. Included in
the report is a list of special taxes by Assessor's Parcel which can be used as the
exhibit to the resolution authorizing the levy and collection of special taxes for
each fiscal year. The reports will be made available to SDCFPD in time to be
reviewed and docketed for the Board meeting approving the levies.
4.1.1.5. Task 5: Submittal of Special Taxes to County of San Diego
4.1.1.5.1. This task involves submitting the special tax levy for each CFD on or before
August 10 of each year, or such other date specified by the County of San Diego,
to the Auditor & Controller for inclusion on the consolidated property tax bills.
The special tax levy will be submitted via email or other media as specified by the
County.
4.1.1.6. Task 6: Roll Changes and Adjusted Property Tax Bills
4.1.1.6.1. This task involves monitoring any changes to the secured tax roll which
necessitate new or adjusted property tax bills. This task includes the calculation
of new or adjusted bills and the preparation of requests to the County to prepare
such bills.
4.1.1.7. Task 7: Responses to Property Owner Questions
4.1.1.7.1. This task involves responding to inquiries from individuals and other interested
parties regarding the amount and calculation of the special tax. At SDCFPD's
request, Contractor's phone number can also be placed on the property tax bills
mailed by the County each year.
4.1.1.8. Task 8: Delinquent Property Owner Research
4.1.1.8.1. Request the Final Installment Paid/Unpaid Status Reports for each CFD from the
San Diego County Auditor & Controller to determine which parcels are
delinquent and the corresponding amount of delinquent special taxes. Prepare
report summarizing the amount of delinquent special taxes for each CFD.
4.1.1.9. Task 9: Meetings

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13090
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AS-NEEDED FINANCIAL CONSULTING SERVICES
4.1.1.9.1. Contractor will attend the County's Board meeting at which the resolution
authorizing the levy and collection of special taxes for each CFD each fiscal year
is scheduled for adoption.
4.1.1.10. Task 10: Prepayment Calculations
4.1.1.10.1. This task involves the preparation of prepayment estimates for CFDs at the
request of SDCFPD or property owners. Following each prepayment, Contractor
will prepare the appropriate bond call documents, if bonds have been issued for
the CFD, for the Trustee and will prepare and record the notice of cancellation
with the County.
4.1.1.11. Task 11: Preparation of Annexation Boundary Maps
4.1.1.11.1. This task entails the preparation of new Annexation Area boundary maps pursuant
to the requirements of the Mello-Roos Act and the County Recorder's Office.
Contractor shall email an electronic version of the map to SDCFPD for SDCFPD
to print and record map at the County Recorder's Office.
4.1.1.11.2. Contractor shall provide detailed breakdown of costs for creating annexation
maps.
4.1.2. Contractor shall work on annual administration for Special Service Areas.
4.1.2.1. The specific activities and tasks to be performed under this Statement of Work for all six (6)
special services areas: (i) Dulzura Service Zone, (ii) Descanso Service Zone, (iii) Jacumba
Service Zone, (iv) Potrero Service Zone, (v) Rural West Service Zone, (vi) Tecate Service
Zone, and all potential new CFDs, submitted by the SDCFPD shall include the following:
4.1.2.1.1. Task 1: Parcel Changes and Levy
4.1.2.1.1.1. SDCFPD will provide the list of parcels and the amount to levy on
each parcel in each fiscal year. Contractor shall maintain a database
of such parcels and levy amounts for our records.
4.1.2.1.2. Task 2: Summary Memo
4.1.2.1.2.1. This task includes the preparation of a summary memo each fiscal
year. Included with the memo is a list of levies for each Assessor's
Parcel.
4.1.2.1.3. Task 3: Enrollment of Taxes
4.1.2.1.3.1. This task involves submitting the charges on or before August 10, or
such other date specified by the County of San Diego, to the Auditor
& Controller, for inclusion on the consolidated property tax bills.
The tax levy will be submitted via email or other media as specified
by the County. If direct billing of property is required, prepare tax
bills for mailing to the property owners.
4.1.2.1.4. Task 4: Roll Changes and Adjusted Property Tax Bills
4.1.2.1.4.1. This task involves monitoring any changes to the secured tax roll
which necessitate new or adjusted property tax bills. This task
includes the calculation of new or adjusted bills and the preparation
of requests to the County to prepare such bills.
4.1.2.1.5. Task 5: Responses to Property Owner Questions
4.1.2.1.5.1. This task involves responding to inquiries from individuals and other
interested parties regarding the amount and calculation of the
charges. At SDCFPD's request, Contractor's phone number can also
be placed on the property tax bills mailed by the County each year.
4.1.2.1.6. Task 6: Meetings
4.1.2.1.6.1. Contractor will attend the County's Board meeting at which the
resolution authorizing the levy and collection of special taxes for
each CFD each fiscal year is scheduled for adoption.
4.1.3. Contractor shall assist with the preparation of Benefit Fee Report for Special Service Zones.
4.1.3.1. This task involves the preparation of a benefit fee report related to the fixed charges levied
in the Special Services Zones and any potential new Special Service Zones. SDCFPD shall
provide cost information by zone as well as other relevant information to Contractor.

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13090
SAN DIEGO COUNTY FIRE
AS-NEEDED FINANCIAL CONSULTING SERVICES
Contractor shall establish the benefit methodology for each zone and the applicable fixed
charge amounts.
4.2. Contractor shall draft all annual reports and documentation for CFD's and Special Service Zones 60 days prior
to the due date to the Auditor & Controller, if applicable, and submit to the COR or designee for review.
4.3. County shall reimburse Contractor for eligible out-of-pocket expenses.
4.3.1. Annual Out-of-pocket expenses shall not exceed total amount stated in Exhibit C - Pricing Schedule.
4.3.2. Eligible expenses shall include all actual expenditures made by Contractor in the performance of any
consulting services undertaken pursuant to this agreement, including, without limitation, the following
expenditures:
4.3.2.1. Typing and collation
4.3.2.2. Printer, copier, and photography material costs.
5. Task Order Process
5.1. The County Contracting Officer's Representative (COR) or designee shall provide a copy of the task order
form (Attachment 1) and scope of services requested to the Contractor as services and/or materials are needed.
5.2. Contractor shall be bound to the total not to exceed amount of each task order.
5.3. Anticipated changes or adjustments to project needs must be submitted to the COR or designee in writing
within 24 hours of determining need to make task order adjustments.
5.4. COR or designee shall send the task order to Contractor for review, and Contractor shall sign the task order
and send it back to the COR or designee via email.
5.5. The County Project Management representative, Fiscal representative, and COR shall sign the task order for
execution.
5.6. A copy of the fully executed task order shall be sent to the Contractor by the COR or designee.
6. Invoicing Requirements
6.1. Invoices submitted shall be in accordance with Exhibit C - Pricing Schedule.
6.1.1. All invoices shall be sent via email to OES.AP@sdcounty.ca.gov.
6.1.2. All invoices shall include the following:
6.1.2.1. Business name and address
6.1.2.2. Month of service
6.1.2.3. Contract number
6.1.2.4. Task Order number
6.1.2.5. Hours spent by each staff, description of work performed, extended price
6.1.2.6. For out-of-pocket claims, include detailed description of costs claimed
6.1.2.7. Total invoice amount