Probation_Department_Annual_Training_Curriculum_Services_(Addendum_#3_Revision).pdf

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Probation Department Annual Training Curriculum Services
Solicitation number
2026-RFP-00415
Issued by
San Mateo County, San Francisco City, California

About this file

RFP Summary: Probation Department Annual Training Curriculum Services

This is a Request for Proposals (RFP) issued by the San Mateo County Probation Department for annual training curriculum services. The Department seeks qualified vendors to provide comprehensive, standards-compliant training to approximately 220-250 sworn and non-sworn probation staff across three locations (Redwood City, San Mateo, and South San Francisco) serving roughly 2,500 adult and juvenile probationers. The training must cover ten categories: Safety, Liability & Risk Management, Behavioral Health & Crisis Response, Equity & Bias Awareness, Field Operations & Supervision Practices, Evidence-Based Practices & Assessment Tools, Investigations & Special Populations, Leadership & Organizational Development, Officer Wellness & Resilience, and Ethics & Professional Standards. All training must comply with Board of State and Community Corrections (BSCC), California Commission on Peace Officer Standards and Training (POST), and California Code of Regulations Title 15 requirements. The non-mandatory pre-proposal meeting is scheduled for July 28, 2026, at 10:00 a.m. via Microsoft Teams. Proposals are due August 28, 2026, at 12:00 p.m. via the eProcurement portal. Interviews are tentatively scheduled for October 5-6, 2026, with an anticipated contract award date of July 1, 2027. The contract term is three years commencing July 1, 2027, with one optional two-year extension exercisable at the County's sole discretion. All in-person training must occur at the San Mateo County Youth Services Center, 222 Paul Scannell Drive, San Mateo, California.

Proposers must be Standards and Training for Corrections (STC) certified by BSCC or demonstrate ability to obtain certification, possess at least three years of relevant training experience within the last five years, and have three years of probation or law enforcement training experience. All proposers must register with SAM.gov and provide a valid Unique Entity ID. Training materials must be delivered in advance of scheduled sessions, and staff satisfaction scores must meet or exceed 90 percent on course evaluations, with attendance rosters submitted within ten business days. The County offers local business preferences of up to 5 percent, with an additional 3 percent for certified small businesses or 5 percent for micro-businesses headquartered in San Mateo County. The evaluation process occurs in two phases: Phase 1 (100 points) scores project approach (30 points), trainer qualifications and experience (35 points), safety and compliance (10 points), innovation (5 points), and cost (15 points); Phase 2 consists of a 60-minute interview assessing presentation, standardized questions, scenario-based exercises, and professionalism. The County reserves the right to award multiple contracts by training discipline or a single prime contractor with subcontractors. Contractors must provide proof of $1 million general liability, $1 million motor vehicle liability, and $1 million professional liability insurance, and must comply with HIPAA, ADA, Section 504, the County's Living Wage Ordinance, and prevailing wage requirements where applicable.

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County of San Mateo

Request for Proposals (RFP) for Probation Department

Annual Training Curriculum Services

Probation

RFP No. 2026-RFP-00415

RFP Contact: Vivien Huynh vhuynh@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

The San Mateo County Probation Department (“Department”) employs approximately 220-250 staff in three (3) locations: Redwood City, San Mateo, and South San Francisco. Probation personnel encompass a wide variety of diverse professionals in both Sworn and Non-Sworn capacities.

The Department is responsible for the supervision of approximately 2,500 adult and juvenile probationers.

Probation represents the link between the application of appropriate consequences for illegal and delinquent behavior and the establishment of offenders transitioning to productive, law-abiding lives. This specialized criminal justice role of probation is a successful and cost-effective balance of both enforcement and treatment. Deputy Probation Officers (DPOs) are responsible for monitoring probationers in the community by enforcing court-ordered restrictions and providing access to rehabilitation programs, as well as promoting victim safety and restoration.

The Department's Professional Standards Unit coordinates and conducts mandated training for sworn officers, as well as administrative professionals. The Department is seeking qualified vendors to provide annual, standards-compliant training services for approximately 220-250 Sworn and Non-Sworn probation staff across adult, juvenile and institutions, and administrative divisions. The Department’s mission includes ensuring public safety, staff readiness, legal compliance, and evidence-based supervision practices. Annual training is mandated by regulatory bodies, including the Board of State and Community

Corrections (BSCC), California Commission on Peace Officer Standards and Training (POST), and

California Code of Regulations Title 15.

The goal is to standardize skills sets and ensure high-level professional growth across the 2027 to 2030 training calendar year. Subject to compliance with all terms and conditions, the timeline for the term of this Agreement shall be up to three (3) years, with a commencing start date of July 1, 2027, including one

(1) option to extend the term for an additional period not to exceed two (2) years.

The Department requires a comprehensive, scalable, and compliant training program that:

• Ensures all staff meet annual certification requirements

• Enhances officer safety and field readiness

• Maintains legal and procedural compliance

• Incorporates modern training methodologies

The Department reserves the right to award multiple contracts by training discipline, or award a single prime contractor with subcontractors.

Page 3 of 19 Release date of July 17, 2026

1.2. Contact Information

Project Contact:

Vivien Huynh Associate Management Analyst Email: vhuynh@smcgov.org Phone: (650) 312-8821

Procurement Contact:

Vivien Huynh Associate Management Analyst Email: vhuynh@smcgov.org Phone: (650) 312-8821

Department:

Probation

Department Head:

John T. Keene Chief Probation Officer

1.3. Timeline

RFP Released July 17, 2026

Pre-Proposal Meeting (Non-Mandatory) July 28, 2026, 10:00am

Virtual Meeting - Microsoft Teams link to be provided. Please RSVP to vhuynh@smcgov.org by

Monday, July 27, 2026

Deadline for Questions and Comments August 4, 2026, 5:00pm

Deadline for Contract Exceptions August 4, 2026, 5:00pm

Proposal Due Date and Time August 28, 2026, 12:00pm

Interviews (tentative) October 5, 2026

Interviews (tentative) October 6, 2026 mailto:vhuynh@smcgov.org tel:(650)312-8821 mailto:vhuynh@smcgov.org tel:(650)312-8821 mailto:vhuynh@smcgov.org

Page 4 of 19 Release date of July 17, 2026

Anticipated Contract Award Date July 1, 2027

2. Scope of Work

2.1. General Requirements

The Contractor(s) shall:

• Coordinate with the Probation Department's Professional Standards Unit

• Deliver training to approximately 220 - 250 staff annually

• Provide in-person, scenario-based, and hybrid training options

• Ensure compliance with BSCC, POST, and Title 15

• Maintain safety, liability coverage, and risk mitigation protocols

• Provide data required for uploading into the County's Learning Management System

2.2. Training Categories:

A. Safety (Officer, Client, and Facility Safety)

B. Liability & Risk Management

C. Behavioral Health & Crisis Response

D. Equity, Bias & Professional Awareness

E. Field Operations & Supervision Practices

F. Evidence-Based Practices & Assessment Tools

G. Investigations & Special Populations

H. Leadership & Organizational Development

I. Officer Wellness & Resilience

J. Ethics & Professional Standards

2.3. A. Safety (Officer, Client, and Facility Safety)

Focus: Tactical readiness, physical safety, and threat mitigation.

Training Intent: Strengthen officer survival, situational awareness, and safe custody practices.

2.4. B. Liability & Risk Management

Focus: Legal exposure, statutory compliance, and defensibility.

Training Intent: Reduce organizational liability and ensure alignment with legal mandates and case law.

Page 5 of 19 Release date of July 17, 2026

2.5. C. Behavioral Health & Crisis Response

Focus: Managing mental health, substance use, and crisis situations.

Training Intent: Improve outcomes with high-needs populations while reducing escalation and force.

2.6. D. Equity, Bias & Professional Awareness

Focus: Fairness, impartiality, and cultural competence. Conflict resolution and compliance through communication.

Training Intent: Promote equitable practices and reduce complaints and disparate outcomes as well as increase voluntary compliance and reduce use-of-force incidents.

2.7. E. Field Operations & Supervision Practices

Focus: Core probation functions and field execution.

Training Intent: Improve efficiency, case prioritization, and field decision-making.

2.8. F. Evidence-Based Practices & Assessment Tools

Focus: Data-driven supervision and validated assessment.

Training Intent: Align supervision strategies with criminogenic risk/needs.

2.9. G. Investigations & Special Populations

Focus: High-liability populations and mandated responsibilities.

Training Intent: Ensure compliant handling of vulnerable populations.

2.10. H. Leadership & Organizational Development

Focus: Executive function, supervision, and agency performance.

Training Intent: Strengthen leadership pipeline and organizational effectiveness.

2.11. I. Officer Wellness & Resilience

Focus: Psychological durability, stress management, and burnout prevention.

Training Intent: Improve retention, reduce burnout, and enhance decision-making under stress.

2.12. J. Ethics & Professional Standards

Focus: Integrity, accountability, and conduct.

Training Intent: Reinforce ethical decision-making and maintain public trust.

2.13. Performance Measures

To ensure the training program is effective, describe a plan for achieving the following performance measures on both the learning process and the on-the-job application.

Please explain your plan for helping our staff achieve the following practical targets:

Page 6 of 19 Release date of July 17, 2026

Performance Goal What Success Looks Like

1. Training Materials 100% training materials delivered in advance of the scheduled training when requested by the County.

2. Participant Satisfaction Staff's satisfaction of the training quality on course evaluation will be greater than or equal to 90%.

3. Timely & Complete Submission 100% attendance rosters submitted within ten business days and invoices supported by required documentation.

3. Submission Requirements

3.1. Submission Deadline

Proposals must be electronically received by 12:00 pm, on Friday, August 28, 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.

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 mailto:procurement-support@opengov.com mailto:procurement-support@opengov.com https://procurement.opengov.com/portal/smcgov https://procurement.opengov.com/portal/smcgov https://procurement.opengov.com/portal/smcgov/projects/246198/document?section=2351110

Page 7 of 19 Release date of July 17, 2026 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:

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 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 8 of 19 Release date of July 17, 2026

4.1. Minimum Qualifications

4.1.1. STC Certified*

Trainer must be Standards and Training for Corrections (STC) certified by the Board of State and

Community Corrections (BSCC) or have the ability to become STC certified.

☐ Please confirm

*Response required

4.1.2. Experience*

Trainer has at least three (3) years of experience within the last five (5) years immediately preceding the issuance of this RFP in providing services of similar size and scope.

☐ Please confirm

*Response required

4.1.3. Probation Experience*

Trainer has three (3) years of experience in the last five (5) years delivering engaging, practical training and coaching services to probation staff, in particular, and law enforcement, in general.

☐ Yes

☐ No

*Response required

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

SAM.gov

☐ Please confirm

*Response required

4.1.5. 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

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.

https://sam.gov/content/home

Page 9 of 19 Release date of July 17, 2026

• 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:

“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.

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 10 of 19 Release date of July 17, 2026

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. Proposal Submission*

Interested trainers should submit the following:

A. Letter of Interest (Maximum of 2 pages): Submit a letter of introduction and executive summary of 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. The letter must contain:

o Name, title and contact information (email, phone, and address) for representative of proposer that is responsible for communication related to this RFP.

o Name, title, contact information, and signature of person authorized to obligate firm to perform the commitment contained in the proposal.

o A brief overview of your training philosophy and approach to adult learning and a multigenerational workforce.

o A clear list of the specific training category or categories the proposer is competing to provide.

B. Resume/CV (Maximum of 1 Page per Instructor): Highlight relevant experience in community corrections for each primary instructor assigned to the project. Reflect the instructor's: expertise in the subject area; work experience related to the topic; areas of related training experience; education and training received; and, relevant specialized instructor training courses.

C. Sample Outline (Maximum of 2 Pages per Training Category): For each training category proposed, provide a preliminary outline and instructional plan that demonstrates how the curriculum will achieve measurable skill development. The selected provider(s) must ensure that their curriculum is Standards and Training for Corrections (STC) certified before the course takes place.

D. References: Contact information, including the name, address, and telephone number of recent clients (preferably other public agencies), for at least two agencies where you have provided similar training(s). If you are already a Board of State and Community

Corrections (BSCC) Standards and Training for Corrections (STC) Provider, you may provide course evaluations in addition to agency references.

E. Cost Estimate: A breakdown of fees for development time, material creation if applicable, per-session delivery (min/max participants), and travel. Tuition should align with section IV, subsection F. of the BSCC Policy and Manual for Training Providers.

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.

Page 11 of 19 Release date of July 17, 2026 o STC Policy and Procedure Manual for Training Providers (Revised June 2026) link:

STANDARDS AND TRAINING FOR CORRECTIONS

o Proposers must submit their comprehensive cost proposal strictly utilizing the

Cost Table Template below. All costs must incorporate labor, certified training materials, reproduction, administrative overhead, and profit.

F. Reimbursement for Travel Expenses: If travel is required, reference this link:

https://www.gsa.gov/travel/plan-book/per-diem-rates Identify travel cost using the link and number of trainer(s) for each class. Travel should align with CONCUS rates for the

State of California and be consistent with STC certification standards.

o All in-person training will take place at the training facility located at San Mateo

County Youth Services Center 222 Paul Scannell Drive, San Mateo, CA 94402.

Cost Table Template:

Course Title Delivery

Format

(In-Person, Virtual, or

Hybrid)

Class

Hours

Class Size

(# of students min

& max)

Cost per student

Total Cost

*Response required

4.3.2. Performance Measures*

Describe a plan for achieving performance measures described in Scope of Work Section 2.13.

*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.

5.1. Phase 1

No. Evaluation Criteria Scoring Method Weight (Points) https://www.bscc.ca.gov/wp-content/uploads/2026/07/Policy-and-Procedure-for-Training-Providers-Manual-2026.pdf https://www.gsa.gov/travel/plan-book/per-diem-rates

Page 12 of 19 Release date of July 17, 2026

1. Project Approach

A. The proposal specifically addresses key objectives with clear deliverables

B. Evidence-based curriculum

Points Based 30 (30% of Total)

2. Trainer Qualifications & Experience

A. Standards and Training for Corrections

(STC) certified by the Board of State and

Community Corrections (BSCC), or the ability to become STC certified.

B. Extensive background in criminal justice and community supervision

C. Proven history with training Probation or

Law Enforcement agencies of similar size

D. Strong references from similar law enforcement or probation agencies.

Points Based 35 (35% of Total)

3. Safety & Compliance Points Based 10 (10% of Total)

4. Innovation Points Based 5 (5% of Total)

5. Cost

A. The pricing structure is clear and competitive - the proposer provides transparent pricing for development, travel, and delivery.

Points Based 15 (15% of Total)

Page 13 of 19 Release date of July 17, 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 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 5 (5% of Total)

5.2. Phase 2 - Interview (~60 minutes)

No. Evaluation Criteria Scoring Method Weight (Points)

1. Introductions (2 minutes) Points Based 5 (5% of Total)

2. Vendor Presentation (10 minutes) Points Based 20 (20% of Total)

3. Standardized Questions (30 minutes) Points Based 40 (40% of Total)

4. Scenario-Based Exercise (5 minutes) Points Based 20 (20% of Total)

5. Vendor Questions (5 minutes) Points Based 10 (10% of Total)

6. Closing (2 minutes) Points Based 5 (5% of Total)

6. Instructions to Proposers

6.1. Instructions

Proposers are encouraged to attend a pre-proposal conference on Tuesday, July 28, 2026, at 10:00 am, to be held at Virtual Meeting - Microsoft Teams link to be provided. Please RSVP to vhuynh@smcgov.org by Monday, July 27, 2026. All questions will be addressed at this conference and any available new

Page 14 of 19 Release date of July 17, 2026 information will be provided at that time. If you have further questions regarding the RFP, please post them on the eProcurement portal.

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

Page 15 of 19 Release date of July 17, 2026

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.

6.4. Term

Probationis issuing Request for Proposal (RFP) No. 2026-RFP-00415 for Probation Department Annual

Training Curriculum Services.

The agreement shall have a term of three (3) years. In addition, the County shall have one (1) option to extend the term for an additional period not to exceed two years, which the County may exercise in its sole, absolute discretion. To exercise this option, the County shall provide written notice to the Contractor at least thirty days before the end of the agreement’s term.

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.

Page 16 of 19 Release date of July 17, 2026

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.

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, Page 17 of 19 Release date of July 17, 2026 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

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.

Page 18 of 19 Release date of July 17, 2026

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.

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:

Page 19 of 19 Release date of July 17, 2026

Protests@smcgov.org

Subject: Probation Department Annual Training Curriculum Services, 2026-RFP-00415

1. Introduction and Schedule
1.1. Summary
1.2. Contact Information
1.3. Timeline
2. Scope of Work
2.1. General Requirements
2.2. Training Categories:
2.3. A. Safety (Officer, Client, and Facility Safety)
2.4. B. Liability & Risk Management
2.5. C. Behavioral Health & Crisis Response
2.6. D. Equity, Bias & Professional Awareness
2.7. E. Field Operations & Supervision Practices
2.8. F. Evidence-Based Practices & Assessment Tools
2.9. G. Investigations & Special Populations
2.10. H. Leadership & Organizational Development
2.11. I. Officer Wellness & Resilience
2.12. J. Ethics & Professional Standards
2.13. Performance Measures
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. STC Certified*
4.1.2. Experience*
4.1.3. Probation Experience*
4.1.4. Please confirm your firm is registered with System for Award Management (SAM)*
4.1.5. 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. Proposal Submission*
4.3.2. Performance Measures*
5. Evaluation and Selection Criteria
5.1. Phase 1
5.2. Phase 2 - Interview (~60 minutes)
6. Instructions to Proposers
6.1. Instructions
6.2. Communications
6.3. Contract Award
6.4. Term
7. Terms and Conditions for Receipt of Proposals
7.1. Errors, Omissions and Inquiries regarding the RFP
7.2. Objections to RFP Terms
7.3. Addenda
7.4. Term of Proposal
7.5. Revision or Withdrawal of Proposal
7.6. Errors and Omissions in Proposal
7.7. No Commitment
7.8. Financial Responsibility
7.9. Estimated Quantity
7.10. Public Record
7.11. Reservations of Rights by the County
7.12. No Waiver
7.13. Cooperative Agreement (Piggyback)
8. Protest Procedures
8.1. Protest of Non-Responsiveness Determination
8.2. Protest of Contract Award
8.3. Delivery of Protests

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