[C]_RCDM_Fee_Proposal_Template.docx

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Attached to
Waste reduction reporting, administrative citation management, and database software and support services
Solicitation number
2026-RFP-00114
Issued by
San Mateo County, California

About this file

This is a fee proposal template (Appendix C) for RFP No. 2026-RFP-00114 issued by the California County Sustainability Department for a Customer Relationship Management (CRM) database solution and support services. The project encompasses five primary task categories: CRM database specifications (including entity tracking, data management, cross-referencing capabilities, location mapping, access levels, forms, and notice generation); data management, reporting, and analytics (covering data importing/exporting, record updating, report generation, Cal Recycle Electronic Annual Report compliance, and data dashboards); technical specifications (requiring cloud-based platforms, web and mobile applications, security and backup systems, technical support, user access management, OKTA integration, and billing software integration); database setup and maintenance (including initial configuration and user training); and other tasks as needed. The template is structured to accommodate multiple staff classifications with associated hourly labor rates, total hours, estimated costs, and other expenditures for each task and subtask.

The fee proposal template is editable and designed for proposers to input their pricing for the defined scope of work, with flexibility to mark tasks as "N/A" if not applicable to the proposing team's approach. Proposers may add additional rows and columns as necessary to fully capture their proposed services and costs. The RFP is dated November 17, 2025, and is intended to support the Sustainability Department's coordination of outreach programs, Senate Bill 1383 implementation, administrative enforcement services, and compliance tracking for waste reduction and sustainability initiatives across San Mateo County, California. The CRM solution must support multiple stakeholder categories including local agencies, businesses, multi-family dwellings, schools, and residents, with customization capabilities to meet evolving departmental and program requirements.

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Appendix C - Fee Proposal Tasks and Attached Table for Rates and Pricing

Instructions for Proposer: Please use this editable Word Document version of Appendix C to develop and submit a Fee Proposal. If template content is not applicable for your Team and/or Approach, please put “N/A” in the appropriate areas.

All tasks:

Task
Staff Title / Classification
Hourly Labor Rate
Total Hours
Total Estimated Cost
Other Expenditures

(if applicable)

Task 1. Customer Relationship Management Database Specifications

Task 1a. Entities tracked in database

Task 1b. Data to be tracked

Task 1c. Other program needs

Task 1d. Ability to cross-reference by audience

Task 1e. Location mapping

Task 1f. Database access levels

Task 1g. External forms

Task 1h. Issuance of letters and other notices

Task 2. Data Management, Reporting, and Analytics

Task 2a. Date importing and exporting

Task 2b. Record updating

Task 2c. Report generating

Task 2d. Cal Recycle Electronic Annual Report

Task 2e. Data dashboard

Task 3. Technical Specifications

Task 3a. Cloud-based platform

Task 3b. Web-based and mobile applications

Task 3c. Security and backups

Task 3d. Technical support

Task 3e. User access

Task 3f. OKTA integration

Task 3g. Billing software integration

Task 4. Database setup and maintenance

Task 4a. Database setup

Task 4b. User training

Task 5. Other tasks, as needed.

Please add additional lines and columns, as needed.

RFP No. 2026-RFP-00114 Appendix C November 17, 2025

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