SLED Opportunity · CALIFORNIA · CITY OF VALLEJO
AI Summary
City of Vallejo seeks consultant for a Long-Range Financial Plan and Fiscal Sustainability Roadmap including fiscal modeling, budget analysis, strategy development, and staff training. Deliverables include reports and presentations to City leadership.
Task 1: Project Initiation and KickoffThe consultant shall begin the engagement with a kickoff meeting involving City management, finance staff, and other designated City representatives. The purpose of the kickoff meeting will be to confirm project goals, establish the project schedule, identify key participants, review available data, and clarify expectations for deliverables.Task 2: Data Collection and Fiscal Condition ReviewThe consultant shall review the City’s current fiscal status and financial environment. This review shall include adopted and proposed budgets, Annual Comprehensive Financial Reports, prior financial forecasts or models, General Fund revenue and expenditure trends, fund balance classifications, reserve policies, Measure P revenues and uses, PARS pension trust balances, outstanding receivables and interfund obligations, labor agreements, overtime, healthcare, pension and OPEB obligations, debt service, claims, capital needs, stormwater-related costs, internal service charges, and major enterprise or special revenue funds that may affect the General Fund.Task 3: Development of Long-Range Fiscal ModelThe consultant shall develop a multi-year fiscal model for the City. The model shall include, at minimum, a General Fund forecast covering at least ten fiscal years. The model should be built in a format that allows staff to adjust assumptions and run alternative scenarios.Task 4: Analysis of Key Budget AreasAs part of the long-range financial planning exercise, the consultant shall conduct a focused review of other major areas of the City’s budget that may materially affect long-term fiscal sustainability. This analysis should not be limited to General Fund line items alone, but should examine the underlying cost drivers, policy choices, and operational practices that affect the City’s fiscal outlook.Task 5: Development of Fiscal StrategiesBased on the fiscal model and budget analysis, the consultant shall develop a set of recommended strategies to improve the City’s long-term financial condition. Recommendations should be practical, prioritized, and suitable for consideration by City management and the City Council.Task 6: Draft Long-Range Financial PlanThe consultant shall prepare a draft Long-Range Financial Plan that summarizes the City’s fiscal condition, forecast results, major budget drivers, risks, scenarios, and recommended strategies. The document should be written in a clear and accessible manner suitable for use by City management, City Council, and the public.Task 7: Final Report and PresentationThe consultant shall prepare a final Long-Range Financial Plan and presentation. The consultant may be asked to present findings to the City Manager, executive management team, Finance Committee, and/or City Council.Task 8: Staff Training and Implementation SupportThe consultant shall provide training to City staff on the fiscal model and related tools. The goal is for City staff to be able to maintain, update, and use the model as part of the annual budget process and ongoing financial planning. Pre-Bid Meeting Information: No Online Q&A: Yes Location Information: Department: City Manager's Office Address: 555 Santa Clara St.3rd Floor - City Manager's OfficeVallejo, California94590 County: Solano
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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