CHIP_and_CHA_implementation,_Governance,_Community_Engagement,_and_Data_Integration_Support_(Addendum_#4_Revision).pdf

County of San Mateo

Request for Proposals (RFP - Informal) for CHIP and CHA implementation, Governance, Community Engagement, and

Data Integration Support

Health - Public Health, Policy & Planning

RFP - Informal No. 2027-RFP - Informal-00108

RFP - Informal Contact: Mario Navarro mrnavarro@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

San Mateo County Health, Public Health, Policy & Planning (County) seeks proposals from qualified consulting firms or organizations to provide specialized expertise in a time-limited capacity to provide advisory, facilitation, and capacity-building services supporting the County’s Community Health

Improvement Plan (CHIP) and Community Health Assessment (CHA).

The selected contractor will provide independent subject-matter expertise, structured facilitation, planning tools, technical consultation, coaching, and implementation-readiness recommendations. The work will help the County establish an effective CHIP/CHA governance structure; refine engagement approaches and implementation protocols; strengthen coordination with trusted-messenger community-based organizations (“CBOs”) and the CHIP backbone organization; and prepare the County to conduct comprehensive, equity-centered CHA/CHIP for future cycles.

This procurement is for defined professional consulting deliverables. It is not intended to provide ongoing operational staffing, fill a County position, or delegate the County’s continuing public-health planning, program-management, data-governance, community-engagement, or policy-making responsibilities.

The County will retain responsibility for the operational delivery of the CHA, including County decisions; community-engagement fieldwork; participant recruitment; survey administration; incentive administration; identifiable-data stewardship; language access services; final analysis and validation; and preparation, approval, and issuance of the final CHA/CHIP reports.

Contract Structure

• Maximum contract amount: $85,000, not to exceed.

• Recommended contract term: 9–12 months, beginning after full execution of the County agreement.

• One contractor award is recommended.

• Compensation should be deliverable-based; payment is contingent on County review and acceptance of work products in accordance with the deliverable requirements and acceptance process described in this solicitation.

• No work may begin before the agreement is fully executed and the contractor receives authorization to proceed.

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1.2. Background

The Community Health Assessment (CHA) is a countywide process that will combine quantitative data, qualitative findings, lived experience, community assets, and stakeholder input to identify priority health and quality-of-life needs in San Mateo County. The CHA will provide the evidence base for a subsequent

Community Health Improvement Plan (CHIP), which will identify shared priorities, strategies, responsible partners, measures, and accountability mechanisms.

The County has completed initial planning and now requires limited, specialized consulting support to move from preliminary planning to implementation readiness. The contractor will advise County staff and facilitate structured planning activities related to governance, community-engagement readiness, CBO partnership structures, and data-integration approaches.

The contractor will work collaboratively with County staff, County-designated CHA/CHIP governance bodies, trusted-messenger CBOs, the CHIP backbone organization, and other County-identified stakeholders. The contractor’s role is advisory and capacity-building. County staff and County-contracted

CBO partners will retain responsibility for operational outreach, fieldwork, participant engagement, data custody, and final CHA/CHIP products.

1.3. Contact Information

Mario Navarro Management Analyst Email: mrnavarro@smcgov.org Phone: (628) 258-3118

Department:

Health - Public Health, Policy & Planning

Department Head:

Tamarra Jones Director of Public Health, Policy & Planning

1.4. Timeline

RFP Released September 15, 2026

Deadline for Questions, Comments and

Contract Exceptions

September 30, 2026, 3:00pm

Proposal Due Date and Time October 9, 2026, 9:00am

Interviews (tentative) October 29, 2026 mailto:mrnavarro@smcgov.org tel:(628)258-3118

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Anticipated Contract Award Date November 16, 2026

2. Scope of Work

2.1. 1. Scope Assumptions and Roles

The contractor shall provide the services below in close coordination with County staff. The County may refine sequencing, specific deliverables, and final performance measures during contract negotiations.

The following assumptions are intended to support comparable proposals. They may be refined during contract negotiations or through written County direction, provided that changes do not materially expand the scope or maximum contract amount.

County Responsibilities:

o Designate a project manager as the contractor’s primary point of contact.

o Provide available CHA and CHIP planning materials, draft tools, data inventories, stakeholder lists, and relevant County policies.

o Retain final approval authority for project direction, participant-facing materials, public-facing materials, protocols, recommendations, and deliverables.

o Lead or assign responsibility for outreach, participant recruitment, survey administration, fieldwork, participant communications, incentive administration, local relationship management, translation, interpretation, and accessible-format production.

o Maintain custody and control of identifiable participant information, protected health information, and County records.

o Conduct or direct the final analysis, validation, preparation, approval, and publication of the

CHA report.

Contractor Responsibilities:

The contractor will provide specialized planning, facilitation, technical assistance, document development, coaching, and implementation-readiness support. The Contractor will prepare defined consulting products and recommendations for County consideration and use.

Unless specifically authorized through written County direction and, where necessary, a contract amendment, the contractor will not:

• Independently conduct the complete CHA fieldwork effort;

• Serve as the County’s ongoing CHA project manager or otherwise provide routine operational staffing;

• Administer all surveys, recruit all participants, conduct interviews or community-input sessions, or manage all stakeholder communications;

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• Pay, distribute, track, reconcile, or otherwise administer participant incentives;

• Collect, access, retain, transmit, or serve as custodian of identifiable participant data or protect health information;

• Translate materials or provide interpretation services;

• Make County determinations regarding CHA methodology, priority populations, findings, community priorities, policy, funding, public communications, or implementation decisions, or

• Produce, issue, or adopt the County’s final CHA report.

Planning quantities:

For proposal purposes, respondents should assume support for no more than:

A. One governance body and up to three subcommittees;

B. Six facilitated governance or planning meetings;

C. Onboarding and coordination planning for up to five trusted-messenger CBO partners;

D. Review and refinement of one survey instrument, one key-informant interview guide, one community input-session facilitation guide, and associated operational protocols;

E. One limited pilot or structured feedback cycle with CBO partners;

F. Up to two coaching sessions per month for up to two County staff; and

G. One closeout session and knowledge-transfer session.

Additional meetings, survey administration, recruitment, translation, data analysis, document development, or technical assistance require prior written County authorization and may require a contract amendment or use of the optional technical-assistance allocation.

County-provided resources.

The County anticipates that existing CBO contractors and County staff will lead or share responsibility for outreach, recruitment, participant communications, incentive administration, and local relationship management. Respondents shall identify any additional assumptions, dependencies, or County decisions needed to complete the proposed work.

Data, confidentiality, and accessibility.

The contractor shall follow County direction regarding confidentiality, data stewardship, secure file transfer, retention, and destruction of project records. The contractor shall not access or retain personally identifiable information or protected health information unless specifically authorized by the County in writing. Materials developed under this contract shall be provided in editable electronic formats and designed to support plain language, language access, and accessibility requirements, as directed by the

County.

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2.2. Task 1 — CHA/CHIP Mobilization, Governance, and Decision-Making

Objective

Provide specialized consulting and facilitated planning to strengthen County staff capacity to establish, operate, and sustain CHA/CHIP governance and decision-making structures.

Required activities The Contractor shall

• Review existing CHA planning materials, timelines, data inventories, engagement plans, and organizational roles.

• Review existing CHIP governance structure and provide recommendations for an optimal CHA/CHIP governance structure supporting alignment between CHA and CHIP planning and implementation bodies.

• Facilitate a limited number of County-designated governance or planning sessions.

• Develop recommendations for governance roles, decision rights, membership process, meeting cadence, escalation pathways, and conflict-resolution practices.

• Provide practical tools and coaching that County staff can use to manage governance activities after the consulting engagement ends.

Deliverable

• CHA/CHIP Governance and Decision-Making Framework, may include recommended roles and decision rights; membership and participation process; meeting cadence; escalation and conflict-resolution practices; implementation timeline; and recommended County staff responsibilities.

• Governance Toolkit, may include adaptable templates for membership and participation; meeting calendars; agendas and minutes; subcommittee charters; and decision logs or escalation documentation.

• Governance Sustainability Memorandum, may include recommendations for County-led governance and implementation practices that may be applied to both CHA and CHIP work.

2.3. Task 2 — Community Engagement and Trusted-Messenger CBO Partnerships

Objective

Provide consultation and planning tools that strengthen County and partner readiness to conduct equitable, community-centered CHA engagement and subsequent CHIP design and implementation.

Required activities

• Advise County staff regarding onboarding approaches for trusted-messenger CBO partners.

• Identify recommended training and capacity-building topics for CBO partners, resident leaders, parents, or community members who may support County-directed CHA outreach and data-collection activities.

• Develop a recommended CBO partnership approach that clarifies County, CBO, and other partner roles in outreach, recruitment, community feedback, and interpretation of findings.

• Develop recommended protocols and templates for County use in outreach, recruitment, consent, attendance documentation, and participant follow-up.

• Facilitate one limited structured feedback cycle with County-designated CBO partners to test the usability of recommended tools or protocols.

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Deliverables

Deliverables will be co-created with County staff and include:

• Trusted-Messenger CBO Partnership and Engagement Coordination Plan, may include recommended roles and responsibilities; communication pathways; training needs; escalation procedures;

recommended documentation practices; and recommended coordination approaches with the CHIP backbone organization.

• CBO Capacity-Building Recommendations, may include recommended training topics, delivery options, and reusable orientation materials.

• Community-Engagement Readiness Plan, may include recommended County-led outreach, recruitment, communication, and feedback processes.

2.4. Task 3 — CHA Tools, Protocols, and Implementation-Readiness Consultation

Objective

Review and refine County-provided engagement tools and develop implementation-readiness recommendations and protocols for County use.

Scope Boundary

This task is limited to professional review, refinement, protocol development, limited pilot support, and implementation-readiness consultation. It does not include full-scale survey administration, interview completion, community-session delivery, transcription, coding, statistical analysis, management of participant data, or final CHA-report production.

Required activities

• Review County-provided CHA survey questions, key-informant interview guides, community-input-session activities, and outreach materials.

• Provide written recommendations to improve clarity, cultural responsiveness, feasibility, alignment with CHA objectives, and implementation readiness.

• Develop recommended protocols for County use related to survey distribution and tracking; key-informant selection and outreach; scheduling, interviewing, and documentation; community-input-session planning, facilitation, attendance tracking, and reporting; confidentiality and data stewardship;

referral and escalation procedures; translation, interpretation, and accessible-format needs; data-entry standards; and quality assurance.

• Support one limited pilot or structured feedback cycle with County-designated CBO partners and document recommended revisions.

All instruments and protocols are recommendations for County review, adaptation, approval, and use. The

County retains authority for final versions and implementation.

• CHA Implementation Roadmap, may include identifying recommended phases, dependencies, decision points, roles, risks, and readiness actions.

• Recommended Survey Administration Protocol.

• Recommended Key-Informant Interview Guide and Workflow.

• Recommended Community-Input-Session Facilitation Guide.

• Pilot Feedback and Recommended Revisions Memorandum-session facilitation guide.

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2.5. Task 4 — County Staff Coaching, Closeout, and knowledge Transfer

Objective

Provide time-limited coaching and a structured handoff that increases County staff capacity to lead the CHA and transition lessons learned into CHIP planning and implementation.

Required Activities

• Provide structured coaching to up to two County-designated staff members, focused on governance facilitation, project coordination, meeting management, communications, risk management, and implementation sequencing.

• Facilitate one closeout session with County staff and County-designated stakeholders.

• Document outstanding implementation needs recommended next steps, dependencies, and resources needed for the County to complete the broader CHA/CHIP process.

• Organize and transfer County-approved work products, templates, meeting records, and protocols.

• County Staff Coaching Sessions, to be determined.

• CHA Implementation-Readiness Report and Next-Steps Memorandum, may include recommendations for County action.

• Electronic Knowledge-Transfer Package, containing County-approved editable work products and supporting documentation.

• Closeout Session Summary, documenting decisions, outstanding actions, and recommended County follow-up.

• Electronic handoff package of work products.

2.6. 2. Deliverable Review and Acceptance

• The County will review submitted deliverables for completeness, consistency with the approved workplan, usability, and conformity with the requirements of this solicitation. Unless otherwise agreed in writing, the County will provide consolidated feedback within 10 business days after receipt of a deliverable.

• The contractor shall address one consolidated round of County comments before final acceptance.

The County may request reasonable clarification or revision necessary for a deliverable to meet the approved scope and minimum requirements.

• Payments for each milestone will be made only after written acceptance by the County project manager or designee. County review or acceptance does not waive the contractor’s responsibility to correct errors or omissions later identified.

3. Submission Requirements

3.1. Submission Deadline

Proposals must be electronically received by 9:00 am, on Friday, October 9, 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.

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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

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.

mailto:procurement-support@opengov.com mailto:procurement-support@opengov.com https://procurement.opengov.com/portal/smcgov https://procurement.opengov.com/portal/smcgov https://procurement.opengov.com/portal/smcgov/projects/303757/document?section=undefined

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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.

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, Local Preference Ordinance, and Technical Proposal

4.1. Minimum Qualifications

4.1.1. 1. At least five years of experience supporting community health assessments, community health improvement planning, strategic planning, public health data analysis, or comparable planning efforts with local health departments.*

Please include details within the Technical Proposal

☐ Yes

☐ No

*Response required

4.1.2. 2. Demonstrated experience designing and facilitating governance structures, multi-stakeholder workgroups, and decision-making processes for public-sector or community initiatives.*

Please include details within the Technical Proposal

☐ Yes

☐ No

*Response required 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

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4.1.3. 3. Demonstrated history of working effectively with trusted-messenger CBOs, resident leaders, and diverse communities in San Mateo County or comparable California communities.*

Please include details within the Technical Proposal

☐ Yes

☐ No

*Response required

4.1.4. 4. Demonstrated experience providing strategic advising, executive coaching, leadership development, organizational effectiveness, or capacity-building services to public-sector, healthcare, nonprofit, or community-based organizations.*

Please include details within the Technical Proposal

☐ Yes

☐ No

*Response required

4.1.5. 6. Demonstrated capacity to begin promptly following contract execution and complete all required deliverables within the contract term.*

Please include details within the Technical Proposal

☐ Yes

☐ No

*Response required

4.1.6. 5. Demonstrated ability to translate assessment findings into strategic priorities, implementation frameworks, or community health improvement plans.*

Please include details within the Technical Proposal

☐ Yes

☐ No

*Response required

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

☐ Please confirm

*Response required

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

Unique Entity ID (UEI) numbers can be found on sam.gov

*Response required

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

4.2.1. Is the Proposer a "Local Business"?

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As Defined by Chapter 2.89.020 of the San Mateo County Ordinance Code, a “Local Business” means any for-profit business which has its principal place of business, or is headquartered, in San Mateo

County. If this designation applies to the proposer, a self-attestation form must be completed and provided with this response.

Please download the below documents, complete, and upload. If this designation is not applicable, please leave blank.

• SMC_LocalBusiness_self-atte...

4.2.2. Is the Proposer a Non-Profit?*

A Non-Profit is defined as a tax-exempt public charity organization (within the meaning of section

501(c)(3) of the Internal Revenue Code) that is formed for purposes other than making a profit, is exempt from paying federal income taxes on the income generated for their exempt purposes.

☐ Yes

☐ No

*Response required

When equals "Yes"

4.2.3. Is the Proposer a "Local Non-Profit"

As Defined by Chapter 2.89.020 of the San Mateo County Ordinance Code, a “Local Non-Profit" means a tax-exempt public charity organization (within the meaning of section 501(c)(3) of the

Internal Revenue Code) that is formed for purposes other than making a profit, is exempt from paying federal income taxes on the income generated for their exempt purposes, and has its principal place of business, or is headquartered, in San Mateo County. If this designation applies to the proposer, a self-attestation form must be completed and provided with this response.

Please download the below documents, complete, and upload. If this designation is not applicable, please leave blank.

• SMC_LocalBusiness_self-atte...

4.2.4. Is the Proposer a Local "Small" or "Micro" Business?

As Defined by Chapter 2.89.020 of the San Mateo County Ordinance Code:

“Small Business” means any business which holds a Small Business Certification awarded by the

California Office of Small Business and Disabled Veteran Business Enterprise Services (OSDS).

“Micro Business” means any Small Business certified by the OSDS which is automatically designated by the OSDS as a Micro Business due to gross annual receipts falling below the OSDS-designated dollar amount.

If the above designations apply, please provide the OSDS provided Certification ID.

If this designation is not applicable, please leave blank.

4.2.5. Is the Proposer a Local "Small" or "Micro" Non-Profit?

As Defined by Chapter 2.89.020 of the San Mateo County Ordinance Code:

https://government-project.s3.us-west-2.amazonaws.com/181058/6417ee00-d47d-4708-90f9-2a47dd51b2e5_SMC_LocalBusiness_self-attestation_form_120424.pdf https://government-project.s3.us-west-2.amazonaws.com/181058/23f425e3-2794-4144-828d-5b909b017089_SMC_LocalBusiness_self-attestation_form_120424.pdf

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“Small Non-Profit" means a Local Non-Profit with an annual revenue of $1,000,000 to $2,500,000 according to its most recently filed IRS Form 990.

“Micro Non-Profit" means a Local Non-Profit with an annual revenue of less than $1,000,000, according to its most recently filed IRS Form 990.

If the above designations apply, please provide your latest filed IRS form 990. A filing from the last two calendar years is acceptable.

If this designation is not applicable, please leave blank.

4.3. Technical Proposal

4.3.1. 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

4.3.2. Statement of Minimum Qualifications *

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. Please include details within the Technical Proposal on how your organization meets the minimum qualifications listed.

Include the following:

Organizational Experience and Community Relationships — describe relevant experience, years of experience, and include examples of three comparable projects.

*Response required

4.3.3. Scope of Work tasks/ deliverables*

Describe the scope of work and deliverables

*Response required

4.3.4. Proposed schedule *

Attach proposed schedule reference ability to complete the project within the County's required time frame

*Response required

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4.3.5. Reporting of Delivarables*

Explain how deliverables will be tracked and reported.

*Response required

4.3.6. Project Team and capacity*

Provide a chart identifying:

▪ Project team and reporting structure

▪ Lead project manager

▪ Role each person will play in the project

Provide a brief description of the experience and qualifications of the project team members, including short resumes.

Written assurance that the key individuals listed and identified will be performing the work and will not be substituted or reassigned without the County’s notification.

*Response required

4.3.7. References*

Provide 3 references and provide contact information for comparable projects. Include at least one local government, public health department, healthcare organization, or community-based initiative, if applicable.

*Response required

4.3.8. Fee Proposal*

Please download the below documents, complete, and upload.

• Fee_Proposal.xlsx

*Response required

5. 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. Does proposer have at least five years experience supporting CHA, CHIP, or

Strategic Planning activities?

Points Based 7.5 (6.8% of Total)

2. Does the proposal have experience working with local Public Health departments for

CHA/CHIP/Strategic Planning?

Points Based 7.5 (6.8% of Total) https://government-project.s3.us-west-2.amazonaws.com/303757/ad9095bd-aa3d-479b-bcca-6154d6acc942_Fee_Proposal.xlsx

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3. Does the proposal include relevant experience with three comparable projects?

Points Based 7.5

(6.8% of Total)

4. Does the proposal demonstrate a history of working with CBOs, resident leaders, or diverse communities?

Points Based 7.5 (6.8% of Total)

5. Does the proposal include experience designing governance structures for community collaboratives?

Points Based 6.6 (6% of Total)

6. Does the proposal include process for supporting shared decision-making and consensus building?

Points Based 6.6 (6% of Total)

7. Does the proposal include a workplan that clearly describes tasks and timelines?

Points Based 6.6

(6% of Total)

8. Does the proposal include experience providing leadership capacity building support for CHA/CHIP or Strategic

Planning efforts?

Points Based 5 (4.6% of Total)

9. Does the proposal include a structured coaching/capacity building plan?

Points Based 5

(4.6% of Total)

10. How reasonable is proposed staffing plan? Points Based 7.5 (6.8% of Total)

11. How reasonable are team qualification? Points Based 7.5 (6.8% of Total)

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12. Preferential Points

Where price is not the sole evaluation factor for a solicitation (e.g., in the case of a "best-value" solicitation), five percent (5%) of the total evaluation points otherwise awardable will be added to the proposal score for each Local

Business or Local Non-Profit score for evaluation purposes. In the event of a tie between a Local Business or Local Non-Profit and another bidder, the Local Business or Non-

Profit shall be awarded the Contract, assuming agreement on other contract terms.

An additional three percent (3%) preference shall be given to a Local Business or Local

Non-profit (for a total of eight percent (8%) of total points otherwise awardable) if the proposer is a Small Business or Small Non-

Profit, or an additional 5 percent preference (for a total of ten percent (10%) of total points otherwise awardable) if the proposer is a Micro

Business or Micro Non-Profit.

Points Based 10 (9.1% of Total)

13. Price

Price score will be calculated based on the following formula:

Score = (Maximum Points) x (Lowest Price /

Actual Price)

Points Based 25 (22.8% of Total)

6. Instructions to Proposers

6.1. Instructions

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

6.2. 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.

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

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6.3. 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

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

Page 18 of 18 Release date of September 15, 2026 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.

6.4. Term

Health - Public Health, Policy & Planning is issuing Request for Proposal (RFP) No. 2027-RFP -

Informal-00108 for CHIP and CHA implementation, Governance, Community Engagement, and Data

Integration Support.

The agreement shall have a term of one (1) year. 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.