Building_Management_System_Maintenance,_Repairs,_and_Services.pdf

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Building Management System Maintenance, Repairs, and Services
Solicitation number
2027-RFP-00133
Issued by
San Mateo County, California

About this file

This Scope of Work document outlines the Building Management System (BMS) maintenance, repair, and service requirements for the County of San Mateo, Department of Public Works. The County seeks a qualified vendor to provide comprehensive maintenance and support services for Building Management Systems across multiple County-owned facilities. The scope of work encompasses routine preventive maintenance, emergency repairs, system upgrades, technical support, and performance optimization to ensure reliability and efficiency of BMS infrastructure. The Department intends to award a contract to one contractor for an initial term of up to five years. Proposals must be submitted electronically via OpenGov, with evaluation based on the vendor's qualifications, proposed service delivery approach, and ability to maintain system uptime and performance standards across the County's facility portfolio.

The document specifies technical requirements for BMS maintenance services, including response times for emergency calls, preventive maintenance schedules, system monitoring capabilities, and vendor staffing qualifications. Pricing terms and cost structures should be clearly outlined in the proposal, including labor rates, service call fees, parts and materials pricing, and any other direct costs. The vendor must demonstrate experience maintaining BMS systems comparable to the County's existing infrastructure and provide references from similar projects. Performance metrics and service level agreements will be critical evaluation criteria, with the selected contractor expected to maintain high system availability and respond promptly to County facility needs throughout the contract term.

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County of San Mateo

Request for Proposals (RFP) for Building Management

System Maintenance, Repairs, and Services

Public Works - Facilities Services - FMO

RFP No. 2027-RFP-00133

RFP Contact: Roxanne Maquinana rmaquinana@smcgov.org

1. Introduction and Schedule

The County of San Mateo (the “County” or “SMC”) covers most of the San Francisco Peninsula. The region covers 744 mi and is home to nearly 800,000 residents and 20 incorporated cities. The County provides for the health and welfare of all people within its borders and serves as the local government for the unincorporated areas. Innovation thrives here in industries including bioscience, computer software, green technology, hospitality, financial management, health care, education and transportation. The

County prides itself on how that prosperity fosters its commitment to protecting and enhancing the health, safety, welfare and natural resources of the community.

1.1. Summary

The County of San Mateo, Department of Public Works (Department), is inviting qualified vendors to submit a proposal for comprehensive maintenance, repair, and service to the County's Building

Management Systems at various County owned facilities. The selected vendor will be responsible for ensuring the optimal performance, reliability, and efficiency of the BMS across various county facilities.

This includes routine maintenance, emergency repairs, system upgrades, and technical support. Proposals will only be accepted electronically via OpenGov.

The Department intends to bring under contract one (1) contractor for up to five years.

1.2. Background

The Department plans, designs, constructs, operates, manages and maintains all County-owned facilities to ensure they are safe and accessible to residents and clients of County agencies, the general public, and

County employees. The Department has a budget of approximately $200 million and is staffed with over

300 employees in five divisions: Administrative Services, Airports, Engineering and Resource Protection, Facility Services, and Road Services, supporting the 46 special districts governed by the Board of

Supervisors and administered by the Department.

1.3. Contact Information

Project Contact:

Roxanne Maquinana Program Services Manager Email: rmaquinana@smcgov.org Phone: (650) 363-4100

Procurement Contact:

Roxanne Maquinana Program Services Manager Email: rmaquinana@smcgov.org Phone: (650) 363-4100

Department:

Public Works - Facilities Services - FMO

Department Head:

Tory Newman Director mailto:rmaquinana@smcgov.org tel:(650)363-4100 mailto:rmaquinana@smcgov.org tel:(650)363-4100

Page 3 of 17 Release date of October 15, 2026

1.4. Timeline

RFP Released October 15, 2026

Deadline for Questions and Comments October 20, 2026, 5:00pm

Deadline for Contract Exceptions October 20, 2026, 5:00pm

Question Response Deadline October 22, 2026, 5:00pm

Proposal Due Date and Time October 30, 2026, 5:00pm

Anticipated Contract Award Date December 1, 2026

2. Scope of Work

2.1. Summary

The County of San Mateo is seeking qualified vendors to provide comprehensive maintenance, repair, and service for the Building Management System (BMS). The selected vendor will be responsible for ensuring the optimal performance, reliability, and efficiency of the BMS across various county facilities.

This includes routine maintenance, emergency repairs, system upgrades, and technical support. The facilities that currently require BMS services include, but will not be limited to: County Office Buildings

1 through 3 and the Regional Operations Center located at the County Government Center in Redwood

City and the Maple Street Correction Facility located in Redwood City.

Additional facilities may be added to the scope of work. The Department will provide contractor sufficient notice and request an updated proposal for the additional facilities.

2.2. Preventative Maintenance

Preventive Maintenance will include, but not be limited to:

o Perform scheduled inspections and maintenance of all BMS components.

▪ bi-monthly inspections per calendar year o Check and calibrate sensors, controllers, and actuators.

o System component check-out and verification o Update software and firmware to the latest versions.

o Inspect and clean BMS control panels and enclosures.

o Verify and optimize system settings for energy efficiency.

Page 4 of 17 Release date of October 15, 2026 o System sensor calibration in critical applications

▪ If several sensors are to be calibrated at the time of inspection and will require more time, this must be quoted as a separate task and approved by a Department representative

2.3. Repairs

Repairs shall include, but not be limited to:

o Diagnose and repair faults in the BMS hardware and software.

o Replace defective components with OEM or equivalent parts.

o Provide emergency repair services within a specified response time.

Vendor will bring all necessary tools and equipment to perform the scope of work.

2.4. System Upgrades

System upgrades shall include, but not be limited to:

o Recommend and implement system upgrades to improve performance and efficiency.

o Integrate new technologies and subsystems as required.

o Ensure compatibility with existing infrastructure.

o Program changes and adjustments, as needed o Database backup o Software update, if available

▪ any cost for software updates shall be charged separately

2.5. Technical Support

Technical Support shall include, but not be limited to:

o Provide 24/7 technical support via phone, email, or on-site visits.

o Assist with troubleshooting and resolving system issues.

o Offer training and orientation sessions for County staff on BMS operation and maintenance.

o Address additional requests, as needed

2.6. Documentation

Contractor is required to maintain detailed records of all maintenance, repairs and upgrades. It is necessary for all reports provided to be comprehensive after each service visit. Reports must be sent directly to the Department's representative within 48 hours of completing any maintenance or repair work.

Reports must include details of the work performed, parts replaced, and any recommendations for future service.

Page 5 of 17 Release date of October 15, 2026

Contractor is expected to update system documentation and user manuals as necessary.

2.7. Response Time

Emergency Repair Services Response Time:

o must be available 24/7 with a response time of no more than 2 hours.

Routine Maintenance Services Response Time:

o Routine maintenance and non-emergency repairs must be scheduled within 48 hours of request.

2.8. Delivery Requirements

The vendor must adhere to the following delivery requirements:

A. Service Schedule:

o Vendor must provide a detailed service schedule within 10 days of contract award.

o All preventive maintenance must be performed during regular business hours unless otherwise approved.

▪ Business Hours will be 7:30a-5:00p, Monday through Friday

B. Parts and Equipment:

o All parts and equipment must be delivered to the specified county facilities.

o Vendor must ensure timely delivery of parts to avoid service delays.

3. Submission Requirements

3.1. Submission Deadline

Proposals must be electronically received by 5:00 pm, on Friday, October 30, 2026 via eProcurement system.

Allow sufficient time for the upload to complete by the Due Date and Time. Partial uploads will automatically terminate, and proposals will be rejected. The eProcurement system submission time will be the official submission time. The County will not be responsible for and may not accept proposals that are late due to slow internet connections or for any other failure of the eProcurement system.

NOTE: The County does not maintain the eProcurement system and is not liable for site failures or technical problems. To resolve technical issues, contact OpenGov Technical Support by using the real time chat located in the lower right hand corner of the screen, or via email at procurement-support@opengov.com https://procurement.opengov.com/portal/smcgov mailto:procurement-support@opengov.com mailto:procurement-support@opengov.com https://procurement.opengov.com/portal/smcgov

Page 6 of 17 Release date of October 15, 2026

3.2. Pre-submission Registration

Organizations or individuals interested in responding to this solicitation must register online with the

County of San Mateo at:

• https://procurement.opengov.com/portal/smcgov

It is recommended that organizations complete this registration as soon as possible. The County will not be responsible for and may not accept proposals that are late due to a failure to register in the eProcurement system.

3.3. Submission via eProcurement Portal

Required Documents

Please refer to the Technical Proposal section for submittal documents and requirements.

Electronic Submissions

Include the proposer name and the RFP title and number in each filename. Submit proposals via the eProcurement website, allowing sufficient time for the upload to complete by the Due Date and Time. As noted above, the eProcurement portal submission time will be the official submission time, and partial uploads will automatically terminate, and proposals will be rejected. Contact eProcurement Portal with technical questions regarding this site.

Conflicts between Certain Requirements

Prior to the submission deadlines and solely relating to a determination of the timeliness of questions, comments, and proposal submissions, information displayed on the eProcurement portal site will take precedence in the event of a discrepancy between that information and the information within the solicitation documents. For all other discrepancies, the information in the solicitation documents will take precedence.

Format

Documents should be created in the following format:

• Text should be Times New Roman (12-point minimum font size) and unjustified (i.e., with a ragged-right margin)

• Pages should have margins of at least one inch on all sides (excluding headers and footers)

• If the proposal is lengthy, a Table of Contents should be included.

• PDF format is preferred.

Errors in Proposals

The County will not be liable for any errors in proposals. Proposals may be rejected as unresponsive if they are late, incomplete, missing pages or information, or cannot be opened for any reason. The County may waive minor irregularities, but such waiver will not modify any remaining RFP requirements.

https://procurement.opengov.com/portal/smcgov https://procurement.opengov.com/portal/smcgov/projects/306491/document?section=2940480

Page 7 of 17 Release date of October 15, 2026

3.4. Procurement Preference for Local Businesses and Local Non-Profits

The County of San Mateo has adopted a Procurement Preference for Local Businesses Ordinance (County

Ord. Code Ch. 2.89.) The purpose of this Ordinance is to promote a strong local economy by giving preference to local businesses, local non-profits, local small and micro businesses, and local small and micro non-profits in County procurements, to the extent consistent with the law and interests of the public. The County’s process for applying local preferences to competitive procurements is set forth in

County Ordinance Code Section 2.89.030. The Ordinance and exemptions (e.g. the ordinance will be exempt when all bids or proposals received are from Non-Profit Organizations) can be reviewed here:

Chapter 2.89 - PROCUREMENT PREFERENCE FOR LOCAL BUSINESSES | Code of Ordinances |

San Mateo County, CA | Municode Library

The requirements for bidders to establish eligibility for a local preference for this solicitation are detailed below in Section III (Submission Requirements) The Ordinance does not apply if a procurement is determined to be exempt (County Ord. Code sec. 2.89.050), and the County reserves the right to waive application of the Ordinance to this procurement if determined to be in the best interests of the County

(County Ord. Code sec. 2.89.060).

4. Minimum Qualifications and Technical Proposal

4.1. Minimum Qualifications

4.1.1. Has Proposer has been providing similar services for a minimum of four (4) years within the last seven (7) years?*

☐ Yes

☐ No

*Response required

4.1.2. Certification Requirement*

Technicians must be certified and trained in the Tridium Niagra BMS used by the County of San Mateo and must maintain an active C-10/C-20 license.

☐ Please confirm

*Response required

4.1.3. Proof of Certification*

Upload proof of certification to perform maintenance on Tridium Niagra Building Management Systems

*Response required

4.1.4. C-10/C-20 License Number and Expiration*

*Response required

4.1.5. Upload proof of registration with the Department of Industrial Relations (DIR)*

*Response required

4.1.6. Compliance*

Vendor must here to the following:

https://library.municode.com/ca/san_mateo_county/codes/code_of_ordinances?nodeId=TIT2AD_ART2.8INFIPRCOCO_CH2.89PRPRLOBU https://library.municode.com/ca/san_mateo_county/codes/code_of_ordinances?nodeId=TIT2AD_ART2.8INFIPRCOCO_CH2.89PRPRLOBU

Page 8 of 17 Release date of October 15, 2026

• All work must comply with local, state, and federal regulations.

• Must adhere to industry standards such as ASHRAE, ISO, and ANSI.

• Must follow all safety protocols and guidelines

☐ Please confirm

*Response required

4.1.7. Insurance*

Vendor must carry general liability insurance, workers' compensation, and professional errors and omissions insurance. Proof of insurance must be supplied within three (3) business days from County's request.

☐ Please confirm

*Response required

4.1.8. Please confirm your firm is registered with System for Award Management (SAM)*

SAM.gov

☐ Please confirm

*Response required

4.1.9. What is the registered Business Name and Unique Entity ID (UEI) No.?*

• UEI number can be obtained by registering your business through SAM.GOV

• Should you be in the process of obtaining your UEI number, please enter the digits ‘123’ temporarily for your response below in order to proceed with proposal. This temporary number should be replaced with the correct registration number for submission of the proposal.

*Response required

4.2. Technical Proposal

4.2.1. Introduction and Executive Summary *

Submit a letter of introduction and executive summary of the proposal. The letter must contain:

• Name, title and contact information (email, phone, and address) for representative of proposer that is responsible for communication related to this RFP.

• Name, title, contact information, and signature of person authorized to obligate firm to perform the commitment contained in the proposal.

Submission of the letter will constitute a representation by proposer that it is willing and able to perform the commitments contained in the proposal and has not violated the terms of this RFP.

*Response required

4.2.2. Statement of Minimum Qualifications *

https://sam.gov/content/home

Page 9 of 17 Release date of October 15, 2026

Describe how the proposer meets the minimum qualifications as set forth in Minimum Qualifications of this RFP.

Submission of the Minimum Qualifications checklist is not a substitute for providing a detailed written response.

*Response required

4.2.3. Proposed schedule *

Attach proposed schedule reference ability to complete maintenance scope of work within the County's required time frame

*Response required

4.2.4. Performance Measures*

Describe a plan for achieving performance measures including reporting documentation on BMS, communication with Department staff, etc.

*Response required

4.2.5. Firm Qualifications *

Attach information regarding background and qualifications, including the following:

• A brief description of the company and technicians. Include years of service providing scope of work.

*Response required

4.2.6. References*

Provide 2 references for each of the following, including the name, address, and telephone number of recent clients (preferably other public agencies):

*Response required

5. Pricing Proposal

LABOR RATE FEES

Rates should reflect prevailing wage requirements

Line Item Description Unit of Measure Unit Cost

Year One

1 Normal Business Hours (Monday - Friday 7:30am to

4:00pm) Per Hour

2 Overtime After Business Hours (Weekdays) Per Hour

3 Overtime - Weekends and Holidays Per Hour

Page 10 of 17 Release date of October 15, 2026

Line Item Description Unit of Measure Unit Cost

4 Emergency (24hours) Per Hour

Year Two

1 Normal Business Hours (Monday - Friday 7:30am to

4:00pm) Per Hour

2 Overtime After Business Hours (Weekdays) Per Hour

3 Overtime - Weekends and Holidays Per Hour

4 Emergency (24hours) Per Hour

Year Three

1 Normal Business Hours (Monday - Friday 7:30am to

4:00pm) Per Hour

2 Overtime After Business Hours (Weekdays) Per Hour

3 Overtime - Weekends and Holidays Per Hour

4 Emergency (24hours) Per Hour

Year Four

1 Normal Business Hours (Monday - Friday 7:30am to

4:00pm) Per Hour

2 Overtime After Business Hours (Weekdays) Per Hour

3 Overtime - Weekends and Holidays Per Hour

4 Emergency (24hours) Per Hour

Year Five

1 Normal Business Hours (Monday - Friday 7:30am to

4:00pm) Per Hour

2 Overtime After Business Hours (Weekdays) Per Hour

3 Overtime - Weekends and Holidays Per Hour

Page 11 of 17 Release date of October 15, 2026

Line Item Description Unit of Measure Unit Cost

4 Emergency (24hours) Per Hour

6. Evaluation and Selection Criteria

The proposals will be evaluated by a selection committee with relevant expertise. The County intends to evaluate the proposals generally in accordance with the criteria itemized below. Proposers with the highest scoring proposals may be interviewed by the committee to make the final selection.

No. Evaluation Criteria Scoring Method Weight (Points)

1. Description of Proposed Services

1. How well does the description of proposed services depict a logical approach to fulfilling the requirements of the RFP? (15pts)

2. How well does the description of proposed services match and contribute to achieving the objectives set out in the RFP? (15pts)

3. How well does the description of proposed services interface with the

County’s schedule? (15pts)

Points Based 45 (45% of Total)

Page 12 of 17 Release date of October 15, 2026

2. Relevant Experience and Team

Qualifications

1. How much experience does the

Proposer have in providing building management systems maintenance, repair, and services? (15pts)

2. How much experience do the individuals assigned to the project have on Tridium Niagra BMS maintenance, programming, repairs, and services? (15pts)

3. How extensive is the applicable experience of the personnel designated to work on the systems? (15pts)

Points Based 45 (45% of Total)

3. Labor Fees

1. How well does the proposed pricing accurately reflect the Bidder’s effort to meet requirements and objectives?

(5pts)

2. Is the proposed cost appropriate to the nature of the products and/or services to be provided? (5pts)

Points Based 10 (10% of Total)

7. Instructions to Proposers

7.1. Instructions

There will be no pre-proposal conference or site visit for this project.

7.2. Communications

A. As of the issuance date of this RFP and continuing until it is canceled or an award is made, no proposer or person acting on behalf of a prospective proposer may discuss any matter relating to the RFP with any officer, agent, or employee of the County, other than through eProcurement portal, to the Authorized Contact Person, or as outlined in the evaluation or protest procedures.

B. Proposers (including any agent, owner, employee, board members, or other such affiliates) shall not offer any gift, favor, or other personal benefit to any County officer or employee during the procurement process for this agreement, including during the solicitation period and contract negotiations.

Page 13 of 17 Release date of October 15, 2026

Violation of the foregoing prohibitions may result in a proposer being found non-responsible and barred from participating in this or future procurements.

7.3. Contract Award

A. Award Procedure

Contract negotiations are neither an offer nor guarantee that a contract will be executed. A contract award, if any is made, will be to the responsive, responsible proposer offering the overall best value to the County for the services and goods described in this solicitation, or as applicable, for a specific portion of the services and goods described. Any agreement reached will be memorialized in a formal agreement using the attached template, executed by the appropriate authority.

B. Notice of Intent to Award

If a decision is made to take steps to enter into an agreement with one or more proposers, the

County will post a Notice of Intent to Award or otherwise notify proposers the remaining proposers of their non-selection. Notice may instead be provided by including approval of the agreement as an item on an agenda for a meeting of the Board of Supervisors.

C. Commencement of Performance

After all parties have signed the agreement, the County will notify the contractor and performance may proceed. Prior to execution of the agreement by the County, no County employee may authorize work under the agreement. Any work performed prior to the full execution of the Agreement may not be compensated.

D. Levine Act DisclosureThe Levine Act (California Government Code Section 84308) imposes certain requirements on parties contracting with the County of San Mateo related to campaign contributions to County “officers,” including elected County officers and candidates seeking elective office, who may participate in making a decision on certain County contracts. Elected

County officers in San Mateo County include: the San Mateo County Board of Supervisors, Assessor-County Clerk-Recorder, County Controller, Coroner, District Attorney, Sheriff, and Tax

Collector-Treasurer.Generally, under current County policy, approval by the Board of

Supervisors is required for any agreement for services above $200,000, and agreements for services below that threshold may be approved by Department heads.If your proposal is selected, you will be required to certify compliance with the Levine Act.As part of this process, you will need to certify and warrant that you have fully complied, and will remain in full compliance, with all applicable requirements of the Levine Act in connection with the

Agreement, including making any required disclosures of campaign contributions to County

Officers, which includes but may not be limited to elected County Officers. Elected County

Officers include members of the San Mateo County Board of Supervisors, as well as the

Assessor-County Clerk-Recorder, Controller, Coroner, District Attorney, Sheriff, and Tax

Collector-Treasurer. Any campaign contribution required to be disclosed under the Levine Act in connection with this Agreement shall be disclosed on the County of San Mateo Levine Act

Page 14 of 17 Release date of October 15, 2026

Disclosure Form, a copy of which is available from the County upon request.Parties are solely responsible for accurate certification and disclosure. The Levine Act is complex, and this brief description is not legal advice. For example, certain contributions must be aggregated when determining whether contributions have exceeded the $500 threshold. If your proposal is selected, you are urged to review the Levine Act and consider consulting an attorney.

7.4. Term

Public Works - Facilities Services - FMO is issuing Request for Proposal (RFP) No. 2027-RFP-00133 for

Building Management System Maintenance, Repairs, and Services.

The agreement shall have a term of up to five (5) years. The County’s standard contract template has been included with this solicitation. The awarded contractor will be expected to sign an agreement prepared by the County using this template. Please ensure that your firm has completed legal review of these contract terms. If your firm wishes to request exceptions to these standard terms, submit a Contract

Exceptions Request by the Deadline for Questions, Comments and Contract Exceptions listed in the

Solicitation Schedule below. The County will consider Contract Exceptions Requests but reserves the right to reject requested modifications to its standard terms.

8. Terms and Conditions for Receipt of Proposals

8.1. Errors, Omissions and Inquiries regarding the RFP

Proposers are responsible for reviewing all portions of this RFP. Proposers are to notify the department, in eProcurement portal, if the proposer discovers any ambiguity, discrepancy, omission, or apparent error in the RFP. Such notification should be made promptly after discovery, but in no event later than five business days prior to the deadline for receipt of proposals. Modifications and clarifications will be made by addenda as provided below.

Inquiries regarding the RFP should be lodged in eProcurement portal.

8.2. Objections to RFP Terms

Should a proposer object on any ground to any provision or legal requirement set forth in this RFP, the proposer must, not more than ten calendar days after the RFP is issued, provide written notice to the department, via eProcurement portal, setting forth with specific grounds for the objection.

8.3. Addenda

The County may cancel, revise, or reissue this RFP, in whole or in part, for any reason. Revisions will be posted as Addenda on eProcurement portal. No other revision of this RFP is valid. Proposers shall be responsible for ensuring that their proposals reflects any and all Addenda issued by the County prior to the proposal due date regardless of when a proposal is submitted. Therefore, the County recommends that proposers consult eProcurement portal frequently, including shortly before the proposal due date, to confirm that all Addenda have been downloaded.

Page 15 of 17 Release date of October 15, 2026

8.4. Term of Proposal

Submission of a proposal signifies that the proposed services and prices are valid for the duration of the proposed agreement term and that the quoted prices are genuine and not the result of collusion or any other anti-competitive activity.

8.5. Revision or Withdrawal of Proposal

A proposer may revise a proposal on the proposer’s own initiative at any time before the deadline for submission of proposals. The proposer must submit the revised proposal in the same manner as the original on or before the proposal due date.

A proposer may withdraw a proposal at any time before the deadline for submission of proposals. After that time, whether or not a new RFP is issued for the same subject matter, withdrawal of a proposal may preclude the proposer from participating in the procurement as a proposer or subcontractor, except that an original equipment manufacturer may participate indirectly through a reseller.

8.6. Errors and Omissions in Proposal

The County will not be liable for any errors in proposals. Proposals may be rejected as unresponsive if they are incomplete, are missing pages or information, or cannot be opened for any reason. The County may waive minor irregularities, but such waiver will not modify any of the remaining RFP requirements.

8.7. No Commitment

Neither submission of a proposal nor the County’s receipt of proposal materials confers any right to the proposer nor any obligation on the County. This RFP does not commit the County to award a contract.

8.8. Financial Responsibility

The County shall have no financial responsibility for any costs incurred by a firm in responding to this

RFP or participating in any presentations or negotiations.

8.9. Estimated Quantity

If the RFP results in an indefinite quantity or a requirements agreement, the goods and services actually requested by the County may be less than the maximum value of the agreement and there is no guarantee, either expressed or implied, as to the actual quantity of goods and services that will be authorized under the agreement.

8.10. Public Record

A. General

1. All proposals, protests, and information submitted in response to this solicitation will become the property of the County and will be considered public records. As such, they may be subject to public review.

2. Any contract arising from this RFP will be a public record.

3. The County is not seeking proprietary information and will not assert any privileges that may exist on behalf of the proposer.

Page 16 of 17 Release date of October 15, 2026

4. Submission of any materials in response to this RFP constitutes:

▪ Consent to the County’s release of such materials under the Public Records Act without notice to the person or entity submitting the materials; and

▪ Waiver of all claims against the County and/or its officers, agents, or employees that the

County has violated a proposer's right to privacy, disclosed trade secrets, or caused any damage by allowing the proposal or materials to be inspected; and

▪ Agreement to indemnify and hold harmless the County for release of such information under the Public Records Act; and

▪ Acknowledgement that the County will not assert any privileges that may exist on behalf of the person or entity submitting the materials.

8.11. Reservations of Rights by the County

The issuance of this RFP does not constitute an agreement by the County that any contract will actually be entered into by the County. The County expressly reserves the right at any time to:

• Waive or correct any defect or informality in any response, proposal, or proposal procedure;

• Reject any or all proposals;

• Reissue an RFP;

• Prior to submission deadline for proposals, modify all or any portion of the selection procedures, including deadlines for accepting responses, the specifications or requirements for any materials, equipment or services to be provided under this RFP, or the requirements for contents or format of the proposals;

• Procure any materials, equipment or services specified in this RFP by any other means; or

• Determine that no project will be pursued.

8.12. No Waiver

No waiver by the County of any provision of this RFP shall be implied from any failure by the County to recognize or take action on account of any failure by a proposer to observe any provision of this RFP.

8.13. Cooperative Agreement (Piggyback)

This competitive solicitation is being conducted as a Cooperative Procurement. The services, terms and conditions of any agreement resulting from this solicitation may be used by other organizations as a

Cooperative Agreement.

This provision in no way commits any affiliate to procure services from any awarded contractor, nor does it guarantee that any additional orders will result. At their discretion, and subject to their own

Page 17 of 17 Release date of October 15, 2026 procurement policies, interested organizations may make use of this competitive procurement and contract directly from the awarded contractor.

9. Protest Procedures

9.1. Protest of Non-Responsiveness Determination

Within five (5) working days of the County's issuance of a notice of non-responsiveness, any firm that has submitted a proposal and believes that the County has incorrectly determined that its proposal is non-responsive may submit a written notice of protest. Such notice of protest must be received by the County on or before the fifth working day following the County's issuance of the notice of non-responsiveness. The notice of protest must include a written statement specifying in detail each and every one of the grounds asserted for the protest. The protest must be signed by an individual authorized to represent the proposer, and must cite the law, rule, local ordinance, procedure or RFP provision on which the protest is based. In addition, the protestor must specify facts and evidence sufficient for the County to determine the validity of the protest.

9.2. Protest of Contract Award

Within five (5) working days of the County's issuance of a notice of intent to award the contract, any firm that has submitted a responsive proposal and believes that the County has incorrectly selected another proposer for award may submit a written notice of protest. Such notice of protest must be received by the

County on or before the fifth working day after the County's issuance of the notice of intent to award.

The notice of protest must include a written statement specifying in detail each and every one of the grounds asserted for the protest. The protest must be signed by an individual authorized to represent the proposer, and must cite the law, rule, local ordinance, procedure or RFP provision on which the protest is based. In addition, the protestor must specify facts and evidence sufficient for the County to determine the validity of the protest.

9.3. Delivery of Protests

All protests must be received by the due date. If a protest is mailed, the protestor bears the risk of non-delivery within the deadlines specified herein. Protests should be transmitted by a means that will objectively establish the date the County received the protest. Protests or notice of protests made orally

(e.g., by telephone) will not be considered. Protests must be delivered to:

Protests@smcgov.org

Subject: Building Management System Maintenance, Repairs, and Services, 2027-RFP-00133

1. Introduction and Schedule
1.1. Summary
1.2. Background
1.3. Contact Information
1.4. Timeline
2. Scope of Work
2.1. Summary
2.2. Preventative Maintenance
2.3. Repairs
2.4. System Upgrades
2.5. Technical Support
2.6. Documentation
2.7. Response Time
2.8. Delivery Requirements
3. Submission Requirements
3.1. Submission Deadline
3.2. Pre-submission Registration
3.3. Submission via eProcurement Portal
3.4. Procurement Preference for Local Businesses and Local Non-Profits
4. Minimum Qualifications and Technical Proposal
4.1. Minimum Qualifications
4.1.1. Has Proposer has been providing similar services for a minimum of four (4) years within the last seven (7) years?*
4.1.2. Certification Requirement*
4.1.3. Proof of Certification*
4.1.4. C-10/C-20 License Number and Expiration*
4.1.5. Upload proof of registration with the Department of Industrial Relations (DIR)*
4.1.6. Compliance*
4.1.7. Insurance*
4.1.8. Please confirm your firm is registered with System for Award Management (SAM)*
4.1.9. What is the registered Business Name and Unique Entity ID (UEI) No.?*
4.2. Technical Proposal
4.2.1. Introduction and Executive Summary *
4.2.2. Statement of Minimum Qualifications *
4.2.3. Proposed schedule *
4.2.4. Performance Measures*
4.2.5. Firm Qualifications *
4.2.6. References*
5. Pricing Proposal
6. Evaluation and Selection Criteria
7. Instructions to Proposers
7.1. Instructions
7.2. Communications
7.3. Contract Award
7.4. Term
8. Terms and Conditions for Receipt of Proposals
8.1. Errors, Omissions and Inquiries regarding the RFP
8.2. Objections to RFP Terms
8.3. Addenda
8.4. Term of Proposal
8.5. Revision or Withdrawal of Proposal
8.6. Errors and Omissions in Proposal
8.7. No Commitment
8.8. Financial Responsibility
8.9. Estimated Quantity
8.10. Public Record
8.11. Reservations of Rights by the County
8.12. No Waiver
8.13. Cooperative Agreement (Piggyback)
9. Protest Procedures
9.1. Protest of Non-Responsiveness Determination
9.2. Protest of Contract Award
9.3. Delivery of Protests

File details come from the government source that posted it. Updated .