References_Page.pdf

PDF 193 KB Posted

Attached to
Merchant Credit Card Services
Solicitation number
15200-25-002
Issued by
San Mateo County, San Bernardino City, California

About this file

This is a References Page attachment from a Request for Proposals issued by the County of San Mateo Treasurer-Tax Collector's Office for Merchant Credit Card Services. The RFP seeks qualified vendors to process debit and credit card payments across multiple county departments, including the County Clerk-Recorder, Parks and Recreation, Public Works, Sheriff's Office, and San Mateo County Health, with emphasis on healthcare payment solutions for San Mateo Medical Center. The proposed contract term runs from December 1, 2025, through November 30, 2028, with potential extension options. Proposals were due by 5:00 PM on July 18, 2025, and will be evaluated by a selection committee based on qualifications, experience, proposed approach, customer service, and cost.

The References Page requires vendors to provide a minimum of three customer references documenting prior merchant card service contracts, including the agency name, contact name and address, phone number, and dates services were provided. Vendors must demonstrate Payment Card Industry Data Security Standard (PCI-DSS) compliance, implement tokenization and encryption technologies, and provide fraud management capabilities across multiple county locations including Redwood City, San Mateo, San Carlos, and Half Moon Bay. Historical transaction data from fiscal year 2024 indicates a transaction volume of $16,440,033 across 198,813 transactions with total fees of $432,141, representing significant contract value. The county expects minimal to no cost for equipment, software, and services, with transaction fees paid by individual user departments. Vendors must also submit an ACH Authorization Agreement and comply with Section 504 of the Rehabilitation Act of 1973 regarding non-discrimination practices.

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Text version

Request for Proposal Merchant Card Services for San Mateo County Treasurer-Tax Collector

ATTACHMENT F – REFERENCES

Name of Agency Contact Name/ Address Phone Number Dates services provided

(from/through*)

Provide a minimum of three (3) customer references you have contracted with, providing the same service as requested in this RFP.

*Enter "Present" if still providing the services (Example: 10/08/2022/present).

Name of AgencyRow1:
Contact Name AddressRow1:
Phone NumberRow1:
Dates services provided fromthroughRow1:
Name of AgencyRow2:
Contact Name AddressRow2:
Phone NumberRow2:
Dates services provided fromthroughRow2:
Name of AgencyRow3:
Contact Name AddressRow3:
Phone NumberRow3:
Dates services provided fromthroughRow3:
Name of AgencyRow4:
Contact Name AddressRow4:
Phone NumberRow4:
Dates services provided fromthroughRow4:
Name of AgencyRow5:
Contact Name AddressRow5:
Phone NumberRow5:
Dates services provided fromthroughRow5:

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