Department_User_Fee_Study.pdf
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- Attached to
- Department User Fee Study
- Solicitation number
- 2026-RFP-00275
- Issued by
- San Mateo County, San Bernardino City, California
About this file
This Request for Proposals (RFP) is issued by the County of San Mateo's Assessor-County Clerk-Recorder-Elections (ACRE) Department seeking a qualified consultant to conduct a comprehensive Department User Fee Study. The study will evaluate all user fees associated with Assessor, County Clerk, Recorder, and Elections services and develop recommended cost-based fee updates for the department's Master Fee Schedule. Key deliverables include detailed review of existing fees, collection and analysis of financial data, cataloging of current fee activities, identification of potential new fee services, departmental interviews, development of fee models and schedules, benchmarking against comparable jurisdictions, and presentation of findings to County officials. The RFP was released on March 9, 2026, with a deadline for questions and comments on March 16, 2026, at 5:00 PM. Proposals must be submitted electronically via the eProcurement portal by March 30, 2026, at 5:00 PM, with interviews tentatively scheduled for April 13, 2026. No pre-proposal conference or site visit is required. The resulting agreement will have a one-year term with no renewal options mentioned.
Proposers must meet minimum qualifications including at least four years of experience providing similar consulting services within the last seven years and designate an account manager with a minimum of two years of relevant experience. Proposers must be registered with the System for Award Management (SAM.gov) and provide a minimum of three references, preferably from other public entities. The evaluation criteria assigns 30 points to project approach, 25 points to firm qualifications, 20 points to team qualifications, and 25 points to price, with the County reserving the right to select the responsive, responsible proposer offering overall best value rather than the lowest-priced proposal. San Mateo County's Procurement Preference for Local Businesses Ordinance provides additional evaluation preference points of 5 to 10 percent for Local Businesses, Local Non-Profits, and Small or Micro Businesses or Non-Profits certified under County Ordinance Code Chapter 2.89. The County will apply either the Under $200,000 or Over $200,000 Standard Contract Template depending on the final award amount, requiring workers' compensation insurance, general liability insurance of $1,000,000 per occurrence, and professional liability insurance of $1,000,000. No specific contract value or budget range is provided in the RFP materials. All work products become the property of San Mateo County upon completion or termination of the agreement.
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| Standard_Contract_Template_-_Over_$200K_DRAFT.docx | DOCX document | |
| Standard_Contract_Template_-_Over_$200K_DRAFT.docx | DOCX document | |
| Standard_Contract_Template_-_Under_$200K_DRAFT.docx | DOCX document | |
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Text version
County of San Mateo
Request for Proposals (RFP) for Department User Fee Study
Office of Assessor-County Clerk- Recorder & Chief
Elections Officer
RFP No. 2026-RFP-00275
RFP Contact: Randy Mellin rmellin@smcacre.gov
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 Assessor-County Clerk-Recorder-Elections (ACRE) is a Department within the County of San
Mateo. ACRE’s Mission Statement is to ensure equitable service and treatment of County property owners by accurate and fair valuation of land, improvements and businesses; register County citizens to vote and efficiently conduct transparent elections; to preserve and protect our historical and cultural records and create an accurate public record of recorded transactions relating to people and property within San Mateo County.
1.2. Background
The Assessor-County Clerk-Recorder-Elections (ACRE) Department is seeking the services of a qualified consultant to conduct and prepare a comprehensive User Fee Study for all applicable fees associated with
Assessor, County Clerk, Recorder and Elections services for the purpose of evaluating, analyzing, and updating department fee structure as applicable.
1.3. Contact Information
Project Contact:
Jim Irizarry Assistant Assessor County Clerk Recorder Email: jirizarry@smcacre.gov Phone: (650) 363-4988
Procurement Contact:
Randy Mellin Deputy Assessor-County Clerk-Recorder & Elections Email: rmellin@smcacre.gov Phone: (650) 363-1864
Department:
Office of Assessor-County Clerk- Recorder & Chief Elections Officer
Department Head:
Director Mark Church mailto:jirizarry@smcacre.gov tel:(650)363-4988 mailto:rmellin@smcacre.gov tel:(650)363-1864
Page 3 of 16 Release date of March 9, 2026
1.4. Timeline
RFP Released March 9, 2026
Deadline for Questions, Comments and
Contract Exceptions
March 16, 2026, 5:00pm
Question Response Deadline March 23, 2026, 12:00am
Proposal Due Date and Time March 30, 2026, 5:00pm
Interviews (tentative) April 13, 2026
2. Scope of Work
2.1. Comprehensive User Fee Study
The purpose is to conduct a comprehensive departmentwide review and evaluation of user fees and charges resulting in recommended cost-based user fees. This will include a thorough analysis of existing fees, development of fee models, and recommendations, including potentially identifying and recommending new fees.
The firm selected will conduct a comprehensive user fee study that will be used as the basis for updating the Assessor-County Clerk-Recorder-Elections (ACRE) Department Master Fee Schedule. The study may include the following elements. The project tasks are not necessarily limited to the items listed below. If the consultant feels that additional tasks are warranted, they must be clearly identified in the consultant’s proposal.
The consultant selected will be responsible for completing the following tasks associated with the fee study:
• Detailed review of Assessor, County Clerk, Recorder and Elections Fees.
• Conduct introductory meetings with relevant personnel.
• Issue project memorandum.
• Collect financial data.
• Catalog all existing user fee activities.
• Identify potential new user fee services.
• Issue an inventory memorandum.
• Develop data gathering workbooks.
Page 4 of 16 Release date of March 9, 2026
• Interview departments, divisions, sections, or units providing user fee services.
• Calculate initial user fee schedules.
• Conduct internal review of the draft fee schedules.
• Present initial calculations to departments and stakeholders.
• Recalculate and review user fee schedules.
• Develop recommendations for fee adjustments.
• Prepare final user fee schedules.
• Benchmark comparable fees to comparable jurisdictions.
• Prepare and deliver summary of findings.
• Present results to County officials.
• Transfer of knowledge and cost of service model.
3. Submission Requirements
3.1. Submission Deadline
Proposals must be electronically received by 5:00 pm, on Monday, March 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
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 5 of 16 Release date of March 9, 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/226604/document?section=2141843
Page 6 of 16 Release date of March 9, 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
Companies responding to this RFP will explain their experience providing similar services. A minimum of three (3) references, preferably from other public entities for which similar services have been provided, are required.
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. Account manager has a minimum of two (2) years of experience within the last five (5) years in providing account services?*
☐ Yes
☐ No
*Response required
4.1.3. Please confirm your firm is registered with System for Award Management (SAM)*
SAM.gov
☐ Please confirm
*Response required
4.1.4. 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. 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 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 https://sam.gov/content/home
Page 7 of 16 Release date of March 9, 2026
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/153456/a16ffdc0-a0ee-44ca-b6de-1fddd010042f_SMC_LocalBusiness_self-attestation_form_120424.pdf https://government-project.s3.us-west-2.amazonaws.com/153456/80d29c2f-acda-4b87-837e-cb4ead1fb303_SMC_LocalBusiness_self-attestation_form_120424.pdf
Page 8 of 16 Release date of March 9, 2026
“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.
*Response required
4.3.3. Project Approach*
This section should correlate to the Scope of Work . Proposer should give a short summary describing how it will perform the relevant work
*Response required
4.3.4. Scope of Work tasks/milestones*
Describe your proposed approach to tasks/milestones
*Response required
4.3.5. Proposed schedule *
Attach proposed schedule reference ability to complete the project within the County's required time frame
*Response required
Page 9 of 16 Release date of March 9, 2026
4.3.6. Innovations*
Refence any notable innovations or improvements that you expect to provide (with respect to, for example, efficiency, technology, sustainability)
*Response required
4.3.7. Performance Measures*
Describe a plan for achieving performance measures
*Response required
4.3.8. Firm Qualifications *
Attach information regarding background and qualifications, including the following:
• A brief description of the proposer.
• A description of not more than three (3) projects similar in size and scope conducted by the proposer, including the client, 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
4.3.9. Team Qualifications*
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 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
4.3.10. Fee Proposal*
The Fee 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.
*Response required
Page 10 of 16 Release date of March 9, 2026
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. Project Approach Points Based 30 (27.3% of Total)
2. Firm Qualifications Points Based 25 (22.7% of Total)
3. Team Qualifications Points Based 20 (18.2% of Total)
4. Price Points Based 25 (22.7% of Total)
5. 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 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 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 awardable) if the proposer is a Micro Business or Micro Non-
Profit.
Points Based 10 (9.1% of Total)
6. Instructions to Proposers
6.1. Instructions
There will be no pre-proposal conference or site visit for this project.
Page 11 of 16 Release date of March 9, 2026
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 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
Page 12 of 16 Release date of March 9, 2026 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.
6.4. Term
Office of Assessor-County Clerk- Recorder & Chief Elections Officer is issuing Request for Proposal
(RFP) No. 2026-RFP-00275 for Department User Fee Study.
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.
7. Terms and Conditions for Receipt of Proposals
7.1. 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.
7.2. 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.
Page 13 of 16 Release date of March 9, 2026
7.3. 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.
7.4. 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.
7.5. 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.
7.6. 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.
7.7. 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.
7.8. 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.
7.9. 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.
7.10. Public Record
A. General
Page 14 of 16 Release date of March 9, 2026
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.
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.
7.11. 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.
7.12. 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.
Page 15 of 16 Release date of March 9, 2026
7.13. 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 procurement policies, interested organizations may make use of this competitive procurement and contract directly from the awarded contractor.
8. Protest Procedures
8.1. 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.
8.2. 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.
8.3. 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: Department User Fee Study, 2026-RFP-00275
Page 16 of 16 Release date of March 9, 2026
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