Consultants_for_the_Community_Health_Assessment_(CHA)_community_engagement_strategy_(Addendum_#2_Revision).pdf

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Consultants for the Community Health Assessment (CHA) community engagement strategy
Solicitation number
2026-RFP - Informal-00585
Issued by
San Mateo County, California

About this file

Summary

This document is an informal Request for Proposals (RFP) issued by the County of San Mateo Health Department—specifically the Division of Public Health, Policy & Planning—seeking competitive quotes from local community-based nonprofit organizations to serve as trusted messengers for the Community Health Assessment (CHA) community engagement strategy. The County intends to contract with three separate organizations to provide expertise in community engagement, with each contractor responsible for supporting CHA subcommittees, conducting targeted outreach to priority populations, and facilitating data analysis and reporting. Key deliverables include staff participation in 90-180 subcommittee meetings over approximately 2.5 years, engagement of a minimum of 400 community members through targeted surveys (minimum 125-150), key informant interviews (minimum 30-50), and community input sessions (minimum 70 participants across at least two sessions), along with recruitment of community members to subcommittee participation and contribution to final assessment reporting. The RFP was released June 26, 2026, with a deadline for questions by July 23, 2026, and proposals due August 7, 2026, at 12:00 a.m. via the eProcurement portal. Interviews are tentatively scheduled for August 24, 2026, with an anticipated contract award date of September 14, 2026. The resulting agreement shall have a three-year term.

Proposers must meet minimum qualifications including at least five years of demonstrated experience serving diverse communities in San Mateo County as a trusted messenger, five years of experience designing and implementing outreach and engagement activities, five years of experience developing culturally and linguistically responsive community-centered strategies, and demonstration of at least three projects reflecting successful collaboration on regional equity initiatives. The evaluation will be points-based across five primary criteria: History/Experience (30 points), Cultural Competency (15 points), Project Plan/Scope of Work (25 points), Staff Experience & Capacity (10 points), and Price (10 points), with an additional 10 points available for local business or nonprofit preferences. The County has adopted a Procurement Preference for Local Businesses and Local Non-Profits Ordinance, offering 5 percent preferential points for local businesses or nonprofits, with an additional 3 percent (total 8 percent) for small or micro businesses/nonprofits, or an additional 5 percent (total 10 percent) for micro businesses/nonprofits. Proposers must register with the System for Award Management (SAM), submit a detailed technical proposal with references, and provide a completed budget proposal. The RFP specifically targets nonprofit organizations serving California Department of Public Health priority populations including low-income individuals and families, immigrants and refugees, limited English proficient populations, communities of color, LGBTQ+ communities, people with disabilities, people with mental health conditions, formerly incarcerated individuals, children and youth, older adults, rural and geographically isolated communities, people experiencing homelessness, and residents of neighborhoods with high social, economic, or environmental burdens.

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County of San Mateo

Request for Proposals (RFP - Informal) for Consultants for the Community Health Assessment (CHA) community engagement strategy

Health - Public Health, Policy & Planning

RFP - Informal No. 2026-RFP - Informal-00585

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 (SMC Health) seeks competitive quotes from local community based non-profit organizations serving as trusted messenger organizations in the County of San Mateo. Organizations who are trusted messengers have experience being a liaison between Community and the County of San Mateo. We are seeking partnership with three (3) trusted messenger organizations to provide expertise in engaging the community for the upcoming Community Health Assessment (CHA). The CHA is a process that brings together a wide array of community health and quality of life indicators for San Mateo County residents that are gathered from both primary and secondary data sources. The CHA allows community and SMC Health to identify and prioritize the health needs of those who live, work, and play in the County of San Mateo. The contractor will support in planning and implementation of strategies to engage residents of the County of San Mateo around the next CHA, which is scheduled to conclude in December 2028. Planning will begin upon execution of the contract, with surveys, key informant interviews, community information sessions, and data analysis planned in 2027 – 2028.

California Department of Public Health identifies the following priority populations:

• Low-income individuals and families

• Immigrants and refugees

• Limited English Proficient (LEP) populations

• Communities of color (including but not limited to: Black/African American, Latino/x, Native American/Alaska Native, Asian American, Native Hawaiian, and Pacific Islander populations)

• LGBTQ+ communities

• People with disabilities

• People with mental health conditions

• Individuals who are incarcerated or formerly incarcerated

• Children, youth, and young adults

• Older adults/seniors

• Rural and geographically isolated communities

• People experiencing homelessness

• Residents of neighborhoods with high social, economic, or environmental burdens

1.2. Contact Information

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

Page 3 of 16 Release date of June 26, 2026

Department:

Health - Public Health, Policy & Planning

Department Head:

Tamarra Jones Director of Public Health, Policy & Planning

1.3. Timeline

RFP Released June 26, 2026

Deadline for Questions, Comments and

Contract Exceptions

July 23, 2026, 12:00am

Proposal Due Date and Time August 7, 2026, 12:00am

Interviews (tentative) August 24, 2026

Anticipated Contract Award Date September 14, 2026

2. Scope of Work

2.1. Community Health Assessment (CHA) subcommittees

We are seeking three (3) trusted messenger organizations to provide expertise in engaging the community for the upcoming Community Health Assessment (CHA). Each Contractor will be expected to provide the following:

Support CHA subcommittees

• Identify experienced staff to join each of the three CHA subcommittees and attend all scheduled meetings. We expect there to be 30-60 meetings per subcommittee over the course of the contract

(total of 90-180 meetings for staff to attend over roughly 2.5 years) o Targeted Surveys and Key Informant Interviews o Community Input Sessions o Data Analysis

• Identify experienced staff to co-lead at least one subcommittee in partnership with Health staff o Recruit a minimum of 6 community members to join subcommittees (2 per subcommittee) and attend 90% of scheduled meetings (example: subcommittees are expected to meet bi-

Page 4 of 16 Release date of June 26, 2026 weekly or monthly for approximately 90 minutes per meeting between September 2026 and month 2028.

• Provide thought partnership in planning and implementation of the engagement process

2.2. Community Engagement

Engage a minimum of 400 community members in the Community Health Assessment; most engagement should come through one of three approaches: targeted surveys, key informant interviews, and community input sessions:

Targeted Surveys and Key Informant Interviews

• Conduct a minimum of 30 and a target of 50 key informant interviews and submit interview summaries within 30 days of completion.

• Disseminate a minimum of 125 and a target of 150 targeted surveys with priority populations with activity reporting provided with quarterly reports

• Support the development of survey and interview questions

• Develop community survey & interview strategies for engaging priority populations

• Coordinate and facilitate interviews

• Support with data collection, entry, and review

• Solicit community feedback on all aspects of the project

• Contribute to the development & dissemination of the final assessment report

Community Input Sessions

• Host at least two community input sessions with a total minimum attendance (across both) of 70 and a target of 100 participants and provide a detailed report within 30 days.

• Provide location, language interpretation (as needed), and food for Community Input Sessions.

• Develop activities for Community Input Sessions to elicit community health needs and strengths

• Ensure the participation of community members from priority populations in Community Input

Sessions

• Procure and manage incentives (typically giftcards) for participants o Ensure equitable community engagement that reduces barriers for participants.

o Procure, distribute, and document participant incentives for community members (listening session attendees, subcommittee participants, key informant interviewees, survey respondents, and other approved engagement activities, as appropriate).

Page 5 of 16 Release date of June 26, 2026 o Maintain records of incentive distribution and provide documentation upon request by the

County.

o Ensure all incentives practices comply with County policies and applicable legal requirements.

• Contribute to the development & dissemination of the final assessment report

2.3. Data Analysis

Data Analysis

• Provide input on data collection processes to ensure a balance of quantitative and qualitative data, including lived experience and other forms of community data

• Participate in the development and review of survey questions so that they are culturally specific and responsive

• Assist with the interpretation, visualization, and communication of data to ensure it is framed from a community lens

• Contribute to the development & dissemination of the final assessment report

2.4. Deliverables and Reporting

Complete all deliverables and reporting requirements as outlined under Deliverables below

• Submit all reports and invoices on time and within budget

Individual Contractor Deliverables:

Deliverable Target Evidence of Completion

Staff participation in CHA subcommittees

90% of CHA subcommittee meetings

Meeting attendance records

Community member recruitment to CHA subcommittees

At least 2 community members attend 90% of CHA subcommittee meetings

Meeting attendance records

Community Input Sessions Minimum of 70 and a target of

100 unduplicated San Mateo

County residents participating, across all input sessions

Minimum 2 input sessions hosted

Session summary report provided within 30 days of event

Key Informant Interviews Minimum of 30 and a target of

50 unduplicated key informant interviews completed

Interview summaries provided with quarterly invoicing

Page 6 of 16 Release date of June 26, 2026

Targeted Surveys Minimum of 125 and a target of 150 targeted surveys completed by members of priority populations

Survey summary provided with quarterly invoicing

Total San Mateo County residents engaged in CHA

Minimum of 30 and a target of

400 residents

Running total of residents engaged reported with quarterly report. A minimum of 75 residents will be reached by exceeding the minimums for any/all of the engagement strategies listed, to bring the total to a minimum of 300 residents engaged.

Final Project Report Summary of quarterly reported activities and overall review of project

3. Submission Requirements

3.1. Submission Deadline

Proposals must be electronically received by 12:00 am, on Friday, August 7, 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

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.

mailto:procurement-support@opengov.com mailto:procurement-support@opengov.com https://procurement.opengov.com/portal/smcgov https://procurement.opengov.com/portal/smcgov

Page 7 of 16 Release date of June 26, 2026

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.

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:

https://procurement.opengov.com/portal/smcgov/projects/277467/document?section=undefined

Page 8 of 16 Release date of June 26, 2026

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

Proposers must provide sufficient detail in the Statement of Minimum Qualifications section of their proposal to clearly demonstrate and substantiate compliance with each minimum qualification.

Failure to provide sufficient information to demonstrate that the minimum qualifications are met may result in the proposal being deemed non-responsive.

4.1.1. Does your organization have at least five (5) years of demonstrated experience serving diverse communities in San Mateo County and acting as a trusted messenger between residents and public systems?*

If yes, you must include more details within your Statement of Minimum Qualifications.

☐ Yes

☐ No

*Response required

4.1.2. Does your organization have at least five (5) years of experience designing and implementing outreach and engagement activities, including community surveys, listening sessions, focus groups, key informant interviews, and public forums? *

If yes, you must describe how this work has successfully fostered trust and strengthened understanding of community experiences navigating government systems within your proposal.

☐ Yes

☐ No

*Response required

4.1.3. Does your organization have at least five (5) years of experience developing culturally and linguistically responsive, community-centered engagement strategies that are trauma-informed, elevate resident voices, and strengthen partnerships among local agencies and community stakeholders?*

If yes, you must include more details within your Statement of Minimum Qualifications.

☐ 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

Page 9 of 16 Release date of June 26, 2026

4.1.4. Can your organization demonstrate at least three (3) projects reflecting successful collaboration on regional/ Countywide equity initiatives and public campaigns? *

If yes, you must include more details within your Statement of Minimum Qualifications and/ or Firm

Qualifications.

☐ Yes

☐ No

*Response required

4.1.5. Does your organization have the operational capacity, community credibility, staff experience, and collaborative experience necessary to support San Mateo County

Health in planning and implementing engagement strategies for the 2028 Community

Health Assessment process?*

If yes, you must include more details within your Firm Qualifications section.

☐ Yes

☐ No

*Response required

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

☐ Please confirm

*Response required

4.1.7. 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"?

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 https://government-project.s3.us-west-2.amazonaws.com/181058/6417ee00-d47d-4708-90f9-2a47dd51b2e5_SMC_LocalBusiness_self-attestation_form_120424.pdf

Page 10 of 16 Release date of June 26, 2026

*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:

“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.

https://government-project.s3.us-west-2.amazonaws.com/181058/23f425e3-2794-4144-828d-5b909b017089_SMC_LocalBusiness_self-attestation_form_120424.pdf

Page 11 of 16 Release date of June 26, 2026

• 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 above is not a substitute for providing a detailed written response here.

*Response required

4.3.3. Project Approach/ Scope of Work*

Describe your approach to meeting each goal in the scope of work. Include strategies, specific resources, and/ or partnerships (when relevant), etc.

*Response required

4.3.4. Innovations*

Refence any notable innovations you can provide in the scope of community engagement/ collaboration.

*Response required

4.3.5. Performance Measures*

Describe a plan that meets the Contractor deliverables and the Performance Measures listed in the Scope of Work.

Identify any issues or highlight any difficulties that may prevent you from achieving any of the listed deliverables.

*Response required

4.3.6. Firm Qualifications *

Attach information regarding background and qualifications, including the following:

• A brief description of the proposer.

• A description of a minimum of (3) projects similar in size and scope conducted by the proposer, including the partner(s), reference and telephone numbers, primary staff members involved, budget, schedule, and project summary. Descriptions should be limited to one (1) page for each project.

• If subcontractors are anticipated, identify them (if known) and provide information on how they will be used.

*Response required

Page 12 of 16 Release date of June 26, 2026

4.3.7. Team Qualifications*

Provide a chart identifying:

▪ Project team and reporting structure

▪ Lead project manager

▪ Role each person will play in the project and portion of FTE

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

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 prior approval

*Response required

4.3.8. References*

Provide 3 references including the name, address, and telephone number of recent clients (preferably other public agencies):

*Response required

4.3.9. Budget Proposal*

Please download the below documents, complete, and upload.

The Budget Proposal should be submitted as a separate PDF file from the Technical Proposals detailed in

Required Documents.

The County reserves the right to accept other than the lowest priced offer and to reject any proposals that are not responsive to this request.

• CHA_RFP_Budget_V2.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) https://government-project.s3.us-west-2.amazonaws.com/277467/e38e82cd-71cf-4e7a-8b45-c48b7d0bafcf_CHA_RFP_Budget_V2.xlsx

Page 13 of 16 Release date of June 26, 2026

1. History (Experience/ expertise)

a. Describe your agency’s relevant history, mission, programs, services, and/or experience delivering specific services/projects indicated in the RFP.

b. Describe three relevant experiences/projects working as a trusted messenger between community members and local systems in San Mateo

County. Preference will be given to organizations that can demonstrate experiences facilitating community-led projects with tangible outcomes/impacts (often called

Community Power Building Organizations).

Points Based 30 (30% of Total)

2. Cultural Competency

Describe how your agency will ensure cultural competence. This may include culturally relevant service features, materials, and staffing objectives that reflect the cultural and linguistic diversity of San Mateo County.

Points Based 15 (15% of Total)

3. Project Plan /Scope of Work

Draft a detailed Project Plan to implement the

Scope of Work, in alignment with the requirements of this RFP, including performance measure commitments, service methodology, and any innovations.

Points Based 25 (25% of Total)

4. Staff Experience & Capacity

a. Describe the prior experience of staff assigned to this project and their capacity to complete the required scope of work.

b. Indicate collaborations/partnerships required to complete the scope of work (if applicable).

Points Based 10 (10% of Total)

5. Price

a. Proposers shall also provide an estimated allocation of costs across the proposed project deliverables. Budget allocations are for evaluation and contract negotiation purposes only and do not establish payment amounts.

b. The County anticipates executing a deliverable-based agreement. Payments under the resulting contract will be tied to completion and acceptance of deliverables rather than reimbursement of actual hours worked.

Reward Low Cost 10 (10% of Total)

Page 14 of 16 Release date of June 26, 2026

6. 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.

Pass / Fail 10 (10% 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.

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

Page 15 of 16 Release date of June 26, 2026 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 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.

Page 16 of 16 Release date of June 26, 2026

6.4. Term

Health - Public Health, Policy & Planning is issuing Request for Proposal (RFP) No. 2026-RFP -

Informal-00585 for Consultants for the Community Health Assessment (CHA) community engagement strategy.

The agreement shall have a term of three (3) 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.

1. Introduction and Schedule
1.1. Summary
1.2. Contact Information
1.3. Timeline
2. Scope of Work
2.1. Community Health Assessment (CHA) subcommittees
2.2. Community Engagement
2.3. Data Analysis
2.4. Deliverables and Reporting
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, Local Preference Ordinance, and Technical Proposal
4.1. Minimum Qualifications
4.1.1. Does your organization have at least five (5) years of demonstrated experience serving diverse communities in San Mateo County and acting as a trusted messenger between residents and public systems?*
4.1.2. Does your organization have at least five (5) years of experience designing and implementing outreach and engagement activities, including community surveys, listening sessions, focus groups, key informant interviews, and public forums? *
4.1.3. Does your organization have at least five (5) years of experience developing culturally and linguistically responsive, community-centered engagement strategies that are trauma-informed, elevate resident voices, and strengthen partnerships among...
4.1.4. Can your organization demonstrate at least three (3) projects reflecting successful collaboration on regional/ Countywide equity initiatives and public campaigns? *
4.1.5. Does your organization have the operational capacity, community credibility, staff experience, and collaborative experience necessary to support San Mateo County Health in planning and implementing engagement strategies for the 2028 Community H...
4.1.6. Please confirm your firm is registered with System for Award Management (SAM)*
4.1.7. What is the registered Business Name and Unique Entity ID (UEI) No.?*
4.2. Procurement Preference for Local Businesses and Local Non-Profits
4.2.1. Is the Proposer a "Local Business"?
4.2.2. Is the Proposer a Non-Profit?*
4.2.3. Is the Proposer a "Local Non-Profit"
4.2.4. Is the Proposer a Local "Small" or "Micro" Business?
4.2.5. Is the Proposer a Local "Small" or "Micro" Non-Profit?
4.3. Technical Proposal
4.3.1. Introduction and Executive Summary *
4.3.2. Statement of Minimum Qualifications *
4.3.3. Project Approach/ Scope of Work*
4.3.4. Innovations*
4.3.5. Performance Measures*
4.3.6. Firm Qualifications *
4.3.7. Team Qualifications*
4.3.8. References*
4.3.9. Budget Proposal*
5. Evaluation and Selection Criteria
6. Instructions to Proposers
6.1. Instructions
6.2. Communications
6.3. Contract Award
6.4. Term

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