County of San Mateo

Request for Proposals (RFP - Informal) for Results-Based

Accountability Training Solicitation (RBA)

Health - Public Health, Policy & Planning

RFP - Informal No. 2026-RFP - Informal-00586

RFP - Informal Contact: Mario Navarro mrnavarro@smcgov.org

1. Introduction and Schedule

The County of San Mateo (the “County” or “SMC”) covers most of the San Francisco Peninsula. The region covers 744 mi and is home to nearly 800,000 residents and 20 incorporated cities. The County provides for the health and welfare of all people within its borders and serves as the local government for the unincorporated areas. Innovation thrives here in industries including bioscience, computer software, green technology, hospitality, financial management, health care, education and transportation. The

County prides itself on how that prosperity fosters its commitment to protecting and enhancing the health, safety, welfare and natural resources of the community.

1.1. Summary

The County is seeking proposals from qualified individuals or organizations to design and deliver an in-person Results-Based Accountability (RBA) training for County staff and community members. The purpose of this training is to build shared understanding of fundamental principles, language, and capacity to apply RBA through an equity-centered public health lens.

The County seeks a training approach that support participants in:

• Understanding the principles and application of Results-Based Accountability (RBA)

• Using disaggregated data to identify inequities and opportunities for improvement

• Applying equity-centered strategies to improve population and program outcomes

• Recognizing and addressing structural and institutional barriers that contribute to health inequities

• Building shared accountability across County staff and community partners

• Centering community voice, lived experience, and partnership in public health decision-making

The County is particularly interested in approaches that are interactive, practice-oriented, and accessible to participants with varying levels of familiarity with results-based planning, performance measurements and equity-related concepts.

The County seeks training covering the Results-Based Accountability framework and related application in public health and equity contexts. Proposers are not required to hold certification from, be licensed by, or be affiliated with any specific commercial provider or trademark holder, provided they can demonstrate successful experience teaching the relevant concepts and facilitating their application in practice.

1.2. Background

The County is committed to positively impacting health outcomes across the county and strengthening accountability practices across programs, services and partnerships. Traditional performance measurement approaches have often focused primarily on aggregate outcomes and

Page 3 of 16 Release date of June 26, 2026 activity metrics without adequately examining how systems, policies, and institutional practices contribute to inequitable outcomes.

The County seeks training that will help participants:

• Understand how structural inequities impact public health outcomes

• Apply RBA principles in ways that advance equitable outcomes

• Use data and community engagement to inform decision-making

• Develop shared language and tools for cross-sector collaboration

• Naming and addressing structural opportunities as a root cause of disparities.

• Using disaggregated data to reveal opportunities for improvement and inform targeted action.

• Centering community voice, power, and lived experience in defining “what works.”

• Holding institutions accountable for outcomes, not just activity.

The training audience will include both County staff and community members representing a range of professional, educational, and lived experiences.

1.3. Contact Information

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

Department:

Health - Public Health, Policy & Planning

Department Head:

Tamarra Jones Director of Public Health, Policy & Planning

1.4. Timeline

RFP Released June 26, 2026

Deadline for Questions, Comments and

Contract Exceptions

July 13, 2026, 12:00am mailto:mrnavarro@smcgov.org tel:(628)258-3118

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Proposal Due Date and Time July 24, 2026, 3:00pm

Anticipated Contract Award Date August 7, 2026

2. Scope of Work

2.1. Scope of Work

The selected Proposer will be responsible for designing and facilitating an engaging and interactive training program.

A. Develop and deliver an equity-centered RBA training tailored to a public health context.

B. Design training content that is accessible and relevant to a diverse audience, including County staff and community members with varying levels of familiarity with RBA concepts.

C. Incorporate adult learning principles and interactive facilitation methods including discussion, reflection, case studies, exercises, and opportunities for participant engagement.

D. Integrate real-world public health examples and scenarios that help participants connect RBA concepts to practice.

E. Provide training materials and tools that participants can apply in ongoing work, which include:

1. Presentation materials

2. Worksheets or templates

3. Facilitation guides

4. Data reflection tools

5. Resource lists

F. Facilitate discussions regarding equity, structural racism, institutional barriers, and community-centered approaches with cultural humility and skill.

G. Administer a post-training evaluation and provide a summary of participant feedback, key themes, and recommendations for continued learning.

H. Number of sessions

Audience:

The training audience may include:

• Public health staff

• Program managers and analysts

• Community-based organization partners

• Community members and residents

• Cross-sector collaborators

Participants may have varying levels of experience with:

• Results-Based Accountability

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• Data analysis and performance measurement

• Public health frameworks

• Equity and anti-racism concepts

The selected Proposer must be able to communicate complex concepts in accessible, plain language appropriate for a broad audience.

Training Delivery:

Training will be in-person. Location will be determined at a later date.

Deliverables:

The selected Proposer will provide:

• Final training agenda

• Training curriculum and facilitation plan

• Presentation slides and participant materials

• Supplemental tools/resources

• Facilitation of agreed-upon training session(s)

• Post-training evaluation tools

• Final summary report including participant feedback and recommendations

Materials created specifically for the County under this agreement shall become the property of the County, unless otherwise agreed in writing. Any pre-existing proposer materials, tools, templates, or intellectual property incorporated into the deliverables shall remain the property of the proposer; however, the proposer shall grant the County a perpetual, non-exclusive, royalty-free license to use, reproduce, and distribute such materials for County business purposes.

Performance Measure:

Attendees will demonstrate an understanding of foundational principles associated with Results Based Accountability and will be able to identify one performance measure associated with their priorities. The contractor shall administer a post-training evaluation. Success measures may include:

At least 90% of respondents reporting increased understanding of foundational RBA concepts;

At least 90% of respondents indicating increased confidence in applying disaggregated data and equity-centered analysis; and

At least 90% of respondents identifying at least one relevant performance measure or action step applicable to their work or community context.

3. Submission Requirements

3.1. Submission Deadline

Proposals must be electronically received by 3:00 pm, on Friday, July 24, 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

Page 6 of 16 Release date of June 26, 2026 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 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) 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/278430/document?section=undefined

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• 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

4.1. Minimum Qualifications

4.1.1. Does the proposer have at least three (3) years of experience providing training, facilitation, consulting, or related professional services in one or more of the following areas:*

• results-based planning

• performance measurement

• strategic planning

• accountability frameworks

• organizational improvement

• equity-informed or community-centered decision-making

☐ Yes

☐ No

*Response required

4.1.2. Has the proposer successfully completed at least three (3) comparable engagements within the past five (5) years involving training, facilitation, or technical assistance for public-sector, nonprofit, healthcare, public health, or other complex organizations.* 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

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☐ Yes

☐ No

*Response required

4.1.3. Does the proposer have experience working with at least one (1) local government, county, city, special district, public health department, or other public-sector agency on a project of similar scope or complexity.*

☐ Yes

☐ No

*Response required

4.1.4. Does proposer have at least one lead facilitator and/or project lead who: *

• has at least three (3) years of relevant professional experience in training, facilitation, or consulting in the subject areas described in this solicitation; and

• has experience delivering training or facilitated sessions for multi-disciplinary groups, leadership teams, or public-sector staff.

☐ Yes

☐ No

*Response required

4.1.5. Can proposer develop and deliver professional training materials and must submit at least one sample of comparable training materials, such as slides, participant handouts, worksheets, exercises, facilitator guides, or other instructional materials.*

☐ Yes

☐ No

*Response required

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

☐ Please confirm

*Response required

4.1.7. What is the registered Business Name and Unique Entity ID (UEI) No.?*

Unique Entity ID (UEI) numbers can be found on sam.gov

*Response required

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

4.2.1. Is the Proposer a "Local Business"?

As Defined by Chapter 2.89.020 of the San Mateo County Ordinance Code, a “Local Business” means any for-profit business which has its principal place of business, or is headquartered, in San Mateo

County. If this designation applies to the proposer, a self-attestation form must be completed and provided with this response.

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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:

“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.

https://government-project.s3.us-west-2.amazonaws.com/181058/6417ee00-d47d-4708-90f9-2a47dd51b2e5_SMC_LocalBusiness_self-attestation_form_120424.pdf https://government-project.s3.us-west-2.amazonaws.com/181058/23f425e3-2794-4144-828d-5b909b017089_SMC_LocalBusiness_self-attestation_form_120424.pdf

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“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 below.

*Response required

4.3.3. Project Approach/ Scope of Work*

This section should correlate to the Scope of Work. Proposer should give a short summary describing how it will perform the relevant work and describe your proposed approach to tasks/milestones

*Response required

4.3.4. Proposed schedule *

Attach proposed schedule reference ability to complete the project within the County's required time frame

*Response required

4.3.5. Innovations*

Refence any notable innovations or improvements that you expect to provide (with respect to, for example, efficiency, technology, sustainability)

*Response required

4.3.6. Performance Measures*

Describe a plan for achieving performance measures

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*Response required

4.3.7. 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) trainings 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

4.3.8. 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

4.3.9. References*

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

*Response required

5. Pricing Proposal

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Line Item Description Quantity Unit of

Measure Unit Cost Total

1 Proposers shall provide one lump-sum, all-inclusive price for the complete training engagement. The lump-sum price shall include all costs associated with planning, coordination, delivery, materials, travel, and closeout.

1 ea

TOTAL

6. 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. Understanding of need and responsiveness

Does the proposal demonstrate a clear understanding of the County's training objectives, audience, and operational environment?

Points Based 10 (8.5% of Total)

2. Relevant experience

Does the proposer have demonstrated experience providing similar training services for government, county, or comparable public sector clients?

Points Based 15 (12.7% of Total)

3. Trainer qualifications

Are the proposed trainers/instructors appropriately qualified by education, certifications, subject matter expertise, and training experience?

Points Based 15 (12.7% of Total)

4. Training approach and methodology

Is the proposed training methodology well designed, effective, and appropriate for adult learners?

Points Based 20 (16.9% of Total)

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5. Customization

Does the proposer demonstrate the ability and willingness to tailor the training content to the

County's needs?

Pass / Fail 9 (7.6% of Total)

6. Work plan and schedule

Is the proposed work plan clear, feasible, and aligned with the County's timeline and logistical requirements?

Pass / Fail 9 (7.6% of Total)

7. Materials and deliverables

Are the proposed training materials and deliverables complete, professional, and useful to participants and the County?

Pass / Fail 5 (4.2% of Total)

8. Evaluation of effectiveness

Does the proposal include a reasonable method for evaluating participant learning and training effectiveness?

Pass / Fail 5 (4.2% of Total)

9. Capacity and reliability

a. Does the training approach support accessibility, inclusion, and engagement for diverse participants?

b. Does the proposer demonstrate sufficient staffing, organizational capacity, and reliability to successfully perform the work?

Pass / Fail 5 (4.2% of Total)

10. References / past performance

Do the proposer's references and past performance indicate successful delivery of similar services?

Pass / Fail 5 (4.2% of Total)

11. Price

Score = (Maximum Points) x (Lowest Price /

Actual Price)

Reward Low Cost 10 (8.5% of Total)

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12. Preferential Points

Where price is not the sole evaluation factor for a solicitation (e.g., in the case of a "best-value" solicitation), five percent (5%) of the total evaluation points otherwise awardable will be added to the proposal score for each Local

Business or Local Non-Profit score for evaluation purposes. In the event of a tie between a Local Business or Local Non-Profit and another bidder, the Local Business or Non-

Profit shall be awarded the Contract, assuming agreement on other contract terms.

An additional three percent (3%) preference shall be given to a Local Business or Local

Non-profit (for a total of eight percent (8%) of total points otherwise awardable) if the proposer is a Small Business or Small Non-

Profit, or an additional 5 percent preference (for a total of ten percent (10%) of total points otherwise awardable) if the proposer is a Micro

Business or Micro Non-Profit.

Pass / Fail 10 (8.5% of Total)

7. Instructions to Proposers

7.1. Instructions

There will be no pre-proposal conference or site visit for this project.

7.2. 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.

7.3. Contract Award

A. Award Procedure

Contract negotiations are neither an offer nor guarantee that a contract will be executed. A contract award, if any is made, will be to the responsive, responsible proposer offering the overall best value to the County for the services and goods described in this solicitation, or as applicable, for a specific portion of the services and goods described. Any agreement reached will be

Page 15 of 16 Release date of June 26, 2026 memorialized in a formal agreement using the attached template, executed by the appropriate authority.

B. Notice of Intent to Award

If a decision is made to take steps to enter into an agreement with one or more proposers, the

County will post a Notice of Intent to Award or otherwise notify proposers the remaining proposers of their non-selection. Notice may instead be provided by including approval of the agreement as an item on an agenda for a meeting of the Board of Supervisors.

C. Commencement of Performance

After all parties have signed the agreement, the County will notify the contractor and performance may proceed. Prior to execution of the agreement by the County, no County employee may authorize work under the agreement. Any work performed prior to the full execution of the Agreement may not be compensated.

D. Levine Act DisclosureThe Levine Act (California Government Code Section 84308) imposes certain requirements on parties contracting with the County of San Mateo related to campaign contributions to County “officers,” including elected County officers and candidates seeking elective office, who may participate in making a decision on certain County contracts. Elected

County officers in San Mateo County include: the San Mateo County Board of Supervisors, Assessor-County Clerk-Recorder, County Controller, Coroner, District Attorney, Sheriff, and Tax

Collector-Treasurer.Generally, under current County policy, approval by the Board of

Supervisors is required for any agreement for services above $200,000, and agreements for services below that threshold may be approved by Department heads.If your proposal is selected, you will be required to certify compliance with the Levine Act.As part of this process, you will need to certify and warrant that you have fully complied, and will remain in full compliance, with all applicable requirements of the Levine Act in connection with the

Agreement, including making any required disclosures of campaign contributions to County

Officers, which includes but may not be limited to elected County Officers. Elected County

Officers include members of the San Mateo County Board of Supervisors, as well as the

Assessor-County Clerk-Recorder, Controller, Coroner, District Attorney, Sheriff, and Tax

Collector-Treasurer. Any campaign contribution required to be disclosed under the Levine Act in connection with this Agreement shall be disclosed on the County of San Mateo Levine Act

Disclosure Form, a copy of which is available from the County upon request.Parties are solely responsible for accurate certification and disclosure. The Levine Act is complex, and this brief description is not legal advice. For example, certain contributions must be aggregated when determining whether contributions have exceeded the $500 threshold. If your proposal is selected, you are urged to review the Levine Act and consider consulting an attorney.

7.4. Term

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

Informal-00586 for Results-Based Accountability Training Solicitation (RBA).

Page 16 of 16 Release date of June 26, 2026

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.