North Shoreview-South Bayfront Assessment District -Administration Svcs, Flood, Storm Protection Fee

Location:	California
Posted:	Jul 30, 2024
Due:	Aug 14, 2024
Agency:	City of San Mateo
Type of Government:	State & Local
Category:	R - Professional, Administrative and Management Support Services
Publication URL:	To access bid details, please log in.

Bid Title:	North Shoreview-South Bayfront Assessment District -Administration Svcs, Flood, Storm Protection Fee
Category:	ALL OPEN RFPs
Status:	Open

Description:

See the Request for Proposals in the "Related Documents" section below. Proposers who download the documents will not be notified of any addenda. It is the proposer's responsibility to check back on the website for any addenda that may have been issued.

Publication Date/Time:

7/30/2024 12:00 AM

Closing Date/Time:

8/14/2024 4:00 PM

Contact Person:

Alonso Barahona, Project Manager phone: 650.522.7334
Email: abarahona@cityofsanmateo.org

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REQUEST FOR PROPOSALS

NORTH SHOREVIEW/SOUTH BAYFRONT ASSESSMENT DISTRICT

- ADMINISTRATION SERVICES

AND FLOOD AND STORM PROTECTION FEE

CITY OF SAN MATEO, CALIFORNIA

July 30, 2024

I. INTRODUCTION

The City of San Mateo Public Works Department is soliciting proposals for the administration of the

North Shoreview Flood Improvement District, South Bayfront Levee and Flood Control Facilities

Assessment District and the Flood and Storm Protection Fee. The qualified firm must be experienced in

the administration and management of special finance districts. The consultant will prepare the

assessments for the County tax rolls, provide parcel management, funds tracking and other services as

needed on the City’s behalf; such as customer service and delinquency management. The City is

proposing to contract the services for five years.

II. BACKGROUND

Assessment Districts

The South Bayfront Levee and Flood Control Facilities Assessment District was approved by the residents

of that district in July 2009. The assessment district pays debt service on bonds issued in 2011 and

refinanced in 2020. The City used the bond funding to construct improvements to San Mateo’s Bayfront

levee system in areas south of San Mateo Creek. Completion of the project resulted in the removal of

approximately 8,000 homes in neighborhoods south of San Mateo Creek from the Special Flood Hazard

Area. For FY 23/24, the assessment district included approximately 8,260 parcels with a total assessment

of about $547,000. The assessment is for a duration of 20 years and the annual fee varies depending on

zone of benefit, type of property and square footage. Most property owners pay under $100 annually.

The North Shoreview Flood Improvement District was approved by residents in March 2018. The

assessment district pays debt service on bonds issues in 2018. The City used the bond funding to

construct improvements to San Mateo’s Bayfront levee system in areas north of San Mateo Creek.

Completion of the projected resulted in the removal of approximately 1,600 homes in neighborhoods

north of San Mateo Creek from the Special Flood Hazard Area. The assessment is for a duration of 20

years and the annual fee varies depending on zone of benefit. Most property owners pay around $100

annually.

Flood and Storm Protection Fee

The Flood and Storm Protection Fee was approved by residents in January 2024. The fee will fund

improvements to the stormwater system including: storm pipelines, pump stations, assessing and

restoring aging infrastructure, improving water quality in local waterways, and implementing proactive

maintenance and system reliability measures. The fee will impact all properties in San Mateo where

most property owners will pay around $96 annually.

July 30, 2024

Assessment District Administration Services RFP

Page 1 of 3

III. SCOPE OF SERVICES

The scope of services should address all the tasks required for the annual administration of the

assessment district. This will most likely include tasks such as:

 Maintain Assessment District Data. Obtain relevant data from various sources including, but

not limited to, City records, parcel maps and County Assessor information to maintain and

update the database for the assessment district. Annually track all parcel changes to ensure they

are updated and appropriate assessment apportionment data is maintained.

 Develop Annual Assessment Levy. Calculate the annual assessment levy for each parcel in the

district and submit the amount for each parcel to the County as required by the County Auditor-

Controller.

 Facilitate Ongoing Management of Assessments. Provide ongoing assistance to the City, other

interested parties and all property owners regarding the assessments and have staff available

to answer questions regarding ongoing collection of assessments for the district. Work with the

County and City on any parcel issues; including potential rejections to the property tax rolls or

pre-payment of assessments.

 Maintain Delinquency Monitoring. Provide the City with information on delinquencies related

to the assessment district levies.

 Provide Annual Reporting. Provide annual reporting data to the City; such as levy amounts

submitted to the County or directly billed for collection, paid off parcels, and delinquent

assessments. Provide data to the City for annual bond reporting including, but not limited to,

per parcel assessed valuation of single family homes, assessed valuation and parcels by land use,

and assessed valuations for largest taxpayers.

IV. PROPOSALS

Proposers should submit their proposal electronically, via email, in PDF format. Proposals should be as

concise as possible and include the following information, outlined below.

A. Cover Letter

The proposal shall be submitted with a cover letter. The letter must include the name, title, address,

telephone number, and signature of the individual(s) authorized to negotiate and bind the firm

contractually. The cover letter shall provide a summary of the firm’s capabilities and the qualifications

of proposed staff.

B. Proposed Scope of Services

The scope of services should provide a detailed description of the firm’s proposed approach to

providing overall administration services to the North Shoreview/South Bayfront Assessment District

and the Flood and Storm Protection Fee. This scope will become Exhibit A of the City’s standard

professional services contract.

C. Experience and Qualifications

Provide a one to two-page summary of the firm’s experience and qualifications to conduct the scope

of work. Provide a list of at least two (2) agencies to whom the firm provides special finance district

July 30, 2024

Assessment District Administration Services RFP

Page 2 of 3

administration services. Identify the personnel expected to serve as the main contact for assessment

district administration.

D. Estimated Costs

Provide a table with the proposed costs associated with each of the main tasks as outlined in the firm’s

proposed scope of work. In addition, provide labor rates for personnel that may be involved with the

project.

V. SUBMISSION OF THE PROPOSAL

Proposers shall address their proposals to Alonso Barahona, Management Analyst, Public Works

Department, City of San Mateo and email them to abarahona@cityofsanmateo.org. Proposals should

be emailed by 4:00 pm PST on Wednesday, August 14, 2024. Any questions about the proposal can be

submitted to Alonso Barahona via email or phone (650) 522-7334.

VI. SELECTION PROCESS

In selecting a firm, City staff will consider, in addition to cost, the experience of the professional, the

quality of work that the professional has done, the ability of the professional to complete the work in a

timely manner, and the insurance carried by the professional.

VII. AGREEMENT

The selected firm will be required to execute an Agreement for Professional Services (Agreement for

the project on the City’s form which is included in this Request for Proposal as Attachment A. All

proposers are directed particularly to review all Indemnification, Hold Harmless and Insurance

requirements set forth in this Agreement. Any requested changes to the City’s Agreement must be

submitted with the proposal and will be evaluated as part of the proposal.

VIII. ATTACHMENTS:

Attachment A: Sample Agreement

July 30, 2024

Assessment District Administration Services RFP

Page 3 of 3

This is the opportunity summary page. It provides an overview of this opportunity and a preview of the attached documentation.

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North Shoreview-South Bayfront Assessment District -Administration Svcs, Flood, Storm Protection Fee

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