Attachment_D_SMC_Local_Preference_Self-Attestation_Form.pdf

This is a San Mateo County Local Preference Self-Attestation Form establishing eligibility criteria for a 5% preference on goods and services solicitations. The form applies to the County of San Mateo's Robotic Process Automation (RPA) development and support services RFP (RFP TSD-20261921), issued by the Technology Services Department to procure UiPath implementation vendors. The solicitation seeks qualified vendors to expand the County's deployment of digital workers that automate high-volume, rules-based business processes. Vendors must meet minimum qualifications including five years of RPA implementation and support experience, at least three successful government implementations of similar scale within the last five years, active SAM.gov registration, and proof of required insurance coverage (General Liability $1,000,000, Automobile Liability $1,000,000, Professional Liability $1,000,000, and Cyber Liability $5,000,000). A non-mandatory pre-proposal meeting is scheduled for February 6, 2026, at 9:00 AM via Microsoft Teams, with questions due by February 18, 2026, at 1:00 PM PST. Proposals must be submitted electronically through procurenow.com with a deadline of March 2, 2026, at 1:00 PM PST. The contract duration is 60 months with renewal options to be determined.

The estimated contract value is $500,000, funded through federal, state, and county sources. San Mateo County's local preference ordinance provides a 5% preference for eligible local businesses and non-profits with principal places of business in San Mateo County, with additional 3% preference for Small Businesses or 5% for Micro Businesses located within the county. The County defines "Local Business" as any for-profit business headquartered in San Mateo County and "Local Non-Profit" as a tax-exempt 501(c)(3) organization formed for non-profit purposes and headquartered in San Mateo County. Vendors must complete and submit the Local Preference Self-Attestation Form with their bid if claiming eligibility. Evaluation consists of two phases: Phase 1 awards points for method and approach (30 points), experience and organizational capacity (15 points), price (25 points), and local business preferences (10 points); Phase 2 awards up to 30 points based on vendor demonstrations. All work must be performed directly by the selected vendor with no subcontractors permitted, and all work products become County property upon completion or termination.