Entra_ID_Single_Sign-on_(SSO)_Migration.pdf

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Attached to
Entra ID Single Sign-on (SSO) Migration
Solicitation number
TSD-20271945
Issued by
San Mateo County, California

About this file

This Request for Proposal (RFP) is issued by the County of San Mateo Technology Services Department and seeks qualified vendors to assess and resolve issues related to Active Directory hybrid-synchronization with Entra ID and to replace the current single sign-on (SSO) platform with Entra ID. The RFP was released on November 10, 2026, with a mandatory pre-proposal meeting scheduled for November 17, 2026, at 1:00 p.m. via Microsoft Teams. The deadline for question submission is November 24, 2026, at 1:00 p.m., and proposals must be submitted electronically to the secure OpenGov portal by December 8, 2026, at 1:00 p.m. Detailed scope of work and project documentation are provided in multiple attachments, including project descriptions, price proposal templates, references templates, and a standard contract template. The contract will be governed by the County's standard terms and conditions, with additional requirements for technology security assessments and compliance documentation.

Evaluation will be conducted on a best-value basis, with technical proposals weighted at 45 percent (including method and approach at 30 percent and experience and organizational capacity at 25 percent), pricing at 10 percent, and preferential points at up to 10 percent for local San Mateo County businesses and non-profits. Minimum qualifications require proposers to demonstrate at least three years of experience implementing similar solutions, three successful implementations for government agencies of comparable size within the past five years, active and good-standing SAM.gov registration, and proof of specified insurance coverage including general liability ($1,000,000 per occurrence), automobile liability ($1,000,000 per accident), workers' compensation, employers' liability ($1,000,000 each), professional liability ($1,000,000 per occurrence), and cyber liability ($5,000,000 for privacy and network security). Local business preference provisions apply to for-profit businesses and tax-exempt non-profits with principal places of business in San Mateo County, with enhanced preference for certified small and micro businesses and non-profits.

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TSD-20271945

ENTRA ID SINGLE SIGN-ON (SSO) MIGRATION

County of San Mateo

455 County Center, 3rd Fl undefined

Redwood City, CA, CA 94063

RELEASE DATE: November 10, 2026

DEADLINE FOR QUESTIONS: November 24, 2026

RESPONSE DEADLINE: December 8, 2026, 1:00 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://secure.procurenow.com/portal/smcgov https://secure.procurenow.com/portal/%7bproject.government.code%7d

County of San Mateo

Entra ID Single Sign-on (SSO) Migration

1. Introduction

2. Scope of Work

3. Evaluation Phases

4. Requirements, Documents, and Local Business Preference Ordinance

Attachments:

A - Attachment_A_Entra ID Single Sign-on (SSO) Migration

B - Attachment_B_Price_Proposal_Template

C - Attachment_C_References_Template

D - Attachment_D_Standard_Contract_Template

E - Attachment E_Technology Security Assessment

F - Attachment_F_SMC_Local_Preference_Self-Attestation_Form

1. Introduction

1.1. Summary

The County of San Mateo (County) Technology Services Department (TSD) is seeking proposals from qualified vendors to assess and resolve any identified issues specific to Active Directory hybrid-synchronization with Entra ID and to replace the current single sign-on (SSO) platform with Entra ID.

Proposers must demonstrate their capability to provide the requested products and services in response to this RFP. Evidence should include, but is not limited to, the proposer's expertise and experience in delivering similar products and services, along with the local availability of personnel and resources.

1.2. Contact Information

Jason Li Contract Administrator Email: tsd_solicitations@smcgov.org Phone: (650) 363-4548

Department:

Technology Services

Department Head:

Director/Chief Information Officer

1.3. Timeline

Release Project Date November 10, 2026 mailto:tsd_solicitations@smcgov.org tel:(650)363-4548

Pre-Proposal Meeting (Mandatory) November 17, 2026, 1:00pm

Time: 1:00pm-1:15pm This meeting is to address administrative questions only regarding OpenGov.

No technical or specific questions to the RFP will be answered at this meeting.

Microsoft Teams meeting Join:

https://teams.microsoft.com/meet/25789563318310

62?p=33ijT2MRMJS6JAIdQp Meeting ID: 257 895 633 183 106 2 Passcode: 5TB7qY9Z

Dial in by phone +1 628-212-0105,924495948# United States, Corte

Madera Phone conference ID: 924 495 948#

Question Submission Deadline November 24, 2026, 1:00pm

Proposal Submission Deadline December 8, 2026, 1:00pm https://teams.microsoft.com/meet/2578956331831062?p=33ijT2MRMJS6JAIdQp https://teams.microsoft.com/meet/2578956331831062?p=33ijT2MRMJS6JAIdQp

2. Scope of Work

2.1. Project Scope and Documents

See Attachments.

https://procurement.opengov.com/portal/smcgov/projects/324853/document?section=3072765

3. Evaluation Phases

No. Evaluation Criteria Scoring Method Weight (Points)

1. Evaluation of Technical Proposal

45% - Method and Approach

• Apparent understanding of the scope of services to be provided

• Appropriateness of the proposed solution/services

30% - Experience and Organizational

Capacity

• Qualifications and experience of both the proposer and key personnel

• Experience with other public agencies

• Organizational resources and staff, apparent ability to meet any required timelines or other requirements

25% - Price

10% - 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.

0-100 Points 110 (100% of Total)

• 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.

4. Requirements, Documents, and Local Business Preference Ordinance

4.1. Minimum Qualifications and Requirements: The Proposer has a minimum three (3) years’ experience implementing the requested solution, performing similar services as those detailed in this RFP.*

The Proposer confirms the minimum qualification is met, and the proposal contains a detailed response.

☐ Please confirm

*Response required

4.2. Minimum Qualifications and Requirements: The Proposer has a minimum three (3) successful implementations for government agencies of similar size and requirements within the last five (5) years.*

The Proposer confirms the minimum qualification is met, and the proposal contains a detailed response.

☐ Please confirm

4.3. Minimum Qualifications and Requirements: Provide evidence of the insurance requirements for each of the checked categories as outlined in Section IV-Insurance. The Proposer understands that expired certificates will not meet this requirement.*

The Proposer confirms this minimum qualification is met, and a copy of the Certificate of Insurance

(COI) has been uploaded. The Proposer has reviewed the COI, and confirms all coverage limits meets or exceed the RFP requirements

☒ General Liability (Including operations, products and completed operations, as applicable.)

$1,000,000 - per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, the general aggregate limit either must apply separately to this project or must be twice the required occurrence limit.

To be carried at all times during the term of the Contract

☒ Automobile Liability $1,000,000 - per accident for bodily injury and property damage.

To be carried at all times during the term of the Contract

☒ Workers’ Compensation As required by the State of California

To be carried at all times during the term of the Contract

☒ Employers’ Liability $1,000,000 - each accident, $1,000,000 policy limit bodily injury by disease, $1,000,000 each employee bodily injury by disease.

To be carried at all times during the term of the Contract

☐ Professional Liability (Errors and Omissions) $1,000,000 - per occurrence.

To be carried at all times during the term of the Contract

☒ Cyber Liability $5,000,000 per occurrence for Privacy and Network Security, $1,000,000 per occurrence for Technology Errors and Omissions

To be carried at all times during the term of the Contract and for three years thereafter.

Upload Certificate of Insurance (COI)

4.4. Minimum Qualifications and Requirements: Provide evidence the proposer is registered, active, and in good standing with SAM.gov and is not barred from public contracting by any federal or state authority. Incomplete registrations will not meet this requirement. (Part 1)*

The proposer must be registered, active and in good standing with the System for Award Management

(SAM.gov) at the time of proposal submission. To meet this requirement, the proposer must provide the following:

• SAM.gov Unique Entity Identifier (UEI) Number

• Proof of Active and Valid Registration with SAM.gov

• Failure to provide proof of active SAM.gov registration will result in the proposal being deemed non-responsive.

• SAM.gov assigns a unique 12-character alphanumeric Unique Entity Identifier (UEI) to entities during the registration process. However, to meet this minimum qualification, SAM.gov

Registration Status must also be listed as “Active Registration”.

• Incomplete registrations will not meet this requirement.

Please provide your firm's SAM.gov UEI Number.

*Response required

4.5. Minimum Qualifications and Requirements: Provide evidence the proposer is registered, active, and in good standing with SAM.gov and is not barred from public contracting by any federal or state authority. Incomplete registrations will not meet this requirement. (Part 2)*

The Proposer must upload proof of active SAM.gov registration. The proof must be a screenshot, printout, or PDF directly from the SAM.gov website and must show the following details, confirming the registration is active at the time of proposal submission:

• Company name

• UEI number

• Active registration status

• Registration expiration date

(Upload proof of active registration)

4.6. Proposal: Comply to the proposal content requirements stated in Attachment A, Section 2.2.*

(Do not include pricing in this area)

*Response required

4.7. Attachment B: Price Proposal Template*

The Proposer confirms Attachment B: Price Proposal Template has been completed and uploaded.

(Upload Attachment B)

*Response required

4.8. Attachment C: References*

The Proposer confirms Attachment C: References has been completed and uploaded.

(Upload Attachment C)

*Response required

4.9. Attachment D: County Standard Contract Template*

Proposer confirms Attachment D: County Standard Contract Template has been reviewed, and Proposer accepts the terms and conditions in the County's Standard Contract Template without modifications.

☐ Yes

☐ No

*Response required

When equals "No"

4.9.1. Modifications to Attachment D*

If requesting modifications to the terms and conditions in the County's Standard Contract Template , please submit the requested redlines to the County Standard Contract Template. Proposers should not rely on the County's agreement to modified terms.

(Upload proposed redlines. Microsoft Word is preferred)

*Response required

4.10. Attachment E: Technology Security Assessment*

The Proposer confirms Attachment E: Technology Security Assessment has been completed and uploaded.

(Upload Attachment E)

*Response required

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

The board of Supervisors adopted the Local, Local Small and Micro Business ordinance on November 19, 2024. The purpose of this ordinance is to promote a strong local economy by giving preference to local businesses, and local small and micro businesses, to the extent consistent with the law and interests of the public.

4.11.1. Is the Proposer a San Mateo County "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.

☐ Yes

☐ No

*Response required

When equals "Yes"

4.11.2. If the Proposer is a San Mateo County local business,*

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

• Attachment_F_SMC_Local_Pref...

*Response required

4.11.3. 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"

4.11.4. If yes, is the Proposer a San Mateo County "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.

• Attachment_F_SMC_Local_Pref...

*Response required

4.11.5. Is the Proposer a "Small" or "Micro" Business located in San Mateo County?*

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

“Local 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), and has its principal place of business, or is headquartered, in San Mateo County.

https://government-project.s3.us-west-2.amazonaws.com/230353/ea04bd34-03aa-42fe-b3f6-99792d8e2b29_Attachment_F_SMC_Local_Preference_Self-Attestation_Form.pdf https://government-project.s3.us-west-2.amazonaws.com/230353/f318ad97-b0e4-47c9-9f41-c26a5be892b4_Attachment_F_SMC_Local_Preference_Self-Attestation_Form.pdf

“Local 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, and has its principal place of business, or is headquartered, in San Mateo

County.

☐ Yes

☐ No

*Response required

When equals "Yes"

4.11.6. If the Proposer is a small or local business located in San Mateo County,* please provide the OSDS provided Certification ID. Include the Proposer's name and the RFP title and number in each filename.

*Response required

4.11.7. Is the Proposer a "Small" or "Micro" Non-Profit located in San Mateo County?*

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

“Local 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, and has its principal place of business, or is headquartered, in San Mateo County.

“Local 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, and has its principal place of business, or is headquartered, in San Mateo County.

☐ Yes

☐ No

*Response required

When equals "Yes"

4.11.8. If the Proposer is a "Small" or "Micro" Non-Profit located in San Mateo County,*

Please provide your latest filed IRS form 990. A filing from the last two calendar years is acceptable.

Include the proposer's name and the IFB title and number in each filename.

1. Introduction
1.1. Summary
1.2. Contact Information
1.3. Timeline
2. Scope of Work
2.1. Project Scope and Documents
3. Evaluation Phases
4. Requirements, Documents, and Local Business Preference Ordinance
4.1. Minimum Qualifications and Requirements: The Proposer has a minimum three (3) years’ experience implementing the requested solution, performing similar services as those detailed in this RFP.*
4.2. Minimum Qualifications and Requirements: The Proposer has a minimum three (3) successful implementations for government agencies of similar size and requirements within the last five (5) years.*
4.3. Minimum Qualifications and Requirements: Provide evidence of the insurance requirements for each of the checked categories as outlined in Section IV-Insurance. The Proposer understands that expired certificates will not meet this requirement.*
4.4. Minimum Qualifications and Requirements: Provide evidence the proposer is registered, active, and in good standing with SAM.gov and is not barred from public contracting by any federal or state authority. Incomplete registrations will not meet th...
4.5. Minimum Qualifications and Requirements: Provide evidence the proposer is registered, active, and in good standing with SAM.gov and is not barred from public contracting by any federal or state authority. Incomplete registrations will not meet th...
4.6. Proposal: Comply to the proposal content requirements stated in Attachment A, Section 2.2.*
4.7. Attachment B: Price Proposal Template*
4.8. Attachment C: References*
4.9. Attachment D: County Standard Contract Template*
4.9.1. Modifications to Attachment D*
4.10. Attachment E: Technology Security Assessment*
4.11. Procurement Preference for Local Businesses and Local Non-Profits
4.11.1. Is the Proposer a San Mateo County "Local Business"?*
4.11.2. If the Proposer is a San Mateo County local business,*
4.11.3. Is the Proposer a "Non-Profit?*
4.11.4. If yes, is the Proposer a San Mateo County "Local Non-Profit"?*
4.11.5. Is the Proposer a "Small" or "Micro" Business located in San Mateo County?*
4.11.6. If the Proposer is a small or local business located in San Mateo County,*
4.11.7. Is the Proposer a "Small" or "Micro" Non-Profit located in San Mateo County?*
4.11.8. If the Proposer is a "Small" or "Micro" Non-Profit located in San Mateo County,*

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