San_Mateo_County_Transportation_Infrastructure_Adaptation_and_Resilience_Improvement_Plan.pdf

County of San Mateo

Request for Proposals (RFP) for San Mateo County

Transportation Infrastructure Adaptation and Resilience

Improvement Plan

Public Works - Engineering and Resource Protection -

Engineering Services

RFP No. E5121000

RFP Contact: Alex Zhang azhang@smcgov.org

Page 2 of 24 Release date of February 11, 2026

1. Introduction and Schedule

The Department of Public Works plans, designs, constructs, operates, and maintains facilities and equipment that are safe and accessible to the clients of County agencies, the general public and County employees. The Department advises the Board of Supervisors on all public works issues, including rates and charges for services that are fair to both the users and service providers. Public Works has a budget of approximately $300 million and is comprised of over 300 employees in five divisions: Administrative

Services, Airports, Engineering and Resource Protection, Facility and Capital Projects, and Road

Services. Most of the Public Works budget is funded from sources other than the County’s general fund.

The budget includes federal and state funds earmarked for aviation and transportation, landfill franchise fees for waste management programs, gas taxes to maintain 316 miles of County roads, and property taxes and service charges to provide various services to the 46 special districts governed by the Board of

Supervisors and administered by the Department.

1.1. Summary

The proposed San Mateo County Transportation Infrastructure Adaptation and Resilience Improvement

Plan (Project) will build on the efforts of previous climate adaptation planning to advance transportation infrastructure adaptation needs and strategies, with a particular focus on vulnerable communities.

Implementation of the Project recommendations will further address vulnerable community needs by providing customized solutions to address the impacts of climate change in these communities. The proposed Project will address transportation infrastructure climate and resiliency vulnerabilities and result in a transportation projects prioritization list and 30% conceptual designs incorporated into a final report to advance to subsequent stages of funding and implementation.

1.2. Background

San Mateo County is one of the most at-risk counties in the country with respect to the impending consequences of climate change. The County has the greatest population of any county in California living within projected inundation areas and an estimated $39.1 billion in assets at risk to flooding in the next 50-100 years. Communities face additional and severe climate risks in the coming decades. The biggest challenges include coastal flooding and erosion, and upland flooding from increasing extreme precipitation events. The compounding effects of these climate-related impacts highlight the urgent need for proactive and adaptive measures within the County transportation infrastructure to ensure its resilience in the face of a changing climate.

The proposed Project will build on the efforts of past and current climate adaptation planning to advance transportation infrastructure adaptation needs and strategies. This Project will directly engage with

County residents and businesses, including disadvantaged and low- income communities, and identify, prioritize, and plan infrastructure recommendations to improve access, safety and reliability on highways, local roads and public transit assets within the County.

1.3. Contact Information

Project Contact:

Avery Lai Associate Civil Engineer Email: alai@smcgov.org Phone: (650) 379-6472 mailto:alai@smcgov.org tel:(650)379-6472

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Procurement Contact:

Alex Zhang Senior Civil Engineer Email: azhang@smcgov.org Phone: (650) 599-1411

Department:

Public Works - Engineering and Resource Protection - Engineering Services

Department Head:

Ann M. Stillman Director

1.4. Timeline

RFP Released February 11, 2026

Deadline for Questions, Comments and

Contract Exceptions

February 20, 2026, 4:00pm

Question Response Deadline February 25, 2026, 4:00pm

Proposal Due Date and Time March 4, 2026, 4:00pm

Proposal Review March 9, 2026 - March 20, 2026

Creation of Short List March 20, 2026

Discussion with Candidates March 23, 2026 - April 3, 2026

Announcement of Standing April 7, 2026

Protest Deadline April 14, 2026

Final Resolution of Protests April 21, 2026

Recommendation to Board of Supervisors May 5, 2026 mailto:azhang@smcgov.org tel:(650)599-1411

Page 5 of 24 Release date of February 11, 2026

Anticipated Contract Award Date May 5, 2026

2. Scope of Work

2.1. Project Scope of Work

Introduction

The proposed Project will result in the following key deliverables: an existing conditions analysis;

stakeholder and public engagement, including vulnerable communities; transportation solutions identification; transportation projects prioritization criteria and evaluation; expedite implementation of

30% conceptual design; and a final report to advance to subsequent stages of funding and implementation.

The existing conditions analysis will conduct a detailed assessment of climate change impacts specific to multimodal infrastructure vulnerabilities within the County. The Consultant will review all available previous studies related to projected changes in temperature, precipitation patterns, sea levels, wildfires, and extreme weather events to understand how these factors may affect transportation infrastructure. The

Summary Report will encompass a multimodal approach by considering various modes of transportation, including roads, bridges, public transit, bikeways, and pedestrian pathways to provide a comprehensive understanding of vulnerabilities across different transportation systems. Based on findings from the literature review, the Summary Report will provide a summary of potential transportation adaptation planning strategies and projects.

The proposed Project also includes a robust stakeholder engagement process with stakeholders, including local communities, transportation agencies, and community organizations. The Consultant will gather diverse perspectives from stakeholders in identifying community-specific vulnerabilities and concerns related to climate change impacts on transportation. Public input will be derived from a variation of outreach activities that may include but not be limited to workshops, surveys, or social media. The input received from stakeholders, along with the existing conditions analysis will then be incorporated into the development of a project prioritization criteria and high level cost estimates. The Consultant will work with the County to develop and refine project prioritization criteria and determine the weighting for use in the prioritization of projects. The criteria and weighting should reflect public input and reflect and balance regional planning goals, state and federal requirements, and local/coastal regulations.

Following the development of the project prioritization criteria, the Consultant will identify applicable projects that mitigate climate impacts and promote transportation infrastructure resilience for the County.

The identification of projects for prioritization ranking will be based on public input and the priorities and goals of the County’s climate adaptation planning efforts. The Consultant will develop a ranking, including relative cost, environmental impacts, and adjacent population to help determine which mitigation strategies or projects to advance to 30% conceptual design. The Consultant will prepare an analysis that identifies and ranks short- and long-term adaptation mitigation measures. The Consultant will draft a memorandum and will incorporate the following:

• Identify and rank climate change mitigation measures.

• Prioritization of adaptation needs and strategies in the project area.

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Upon the completion of the project prioritization and ranking process, the Consultant will work with the

County to expedite up to five project recommendations to a 30% pre-environmental, conceptual design drawing and cost estimates process. The scope of the preliminary design drawings is to define the scope of the improvements and identify potential right of way and utility impacts. The conceptual design work/cost estimate will incorporate strategies that best position the project for future grant pursuits and capitalize on public sources of funding.

Project Stakeholders Successful execution of this Plan requires a robust engagement process with community stakeholders.

Stakeholders will include residents and business owners, business organizations, community-based organizations, local jurisdictions, elected officials, regional planning agencies, emergency services, and state departments. Such as:

• California Department of Transportation

• County Board of Supervisors

• MidCoast Community Council

• City/County Association of Governments of San Mateo County (C/CAG) member agencies which include all of the cities in San Mateo County

• San Mateo County Transit District (SamTrans)

• San Mateo Operational Area Emergency Services Organization/ Emergency Services Council

• Climate Ready SMC Collaborative

• San Mateo County Flood and Sea Level Rise Resiliency District (OneShoreline)

• San Mateo County Office of Sustainability

• Pescadero Municipal Advisory Council

• North Fair Oaks Community Council

• Silicon Valley Bicycle Coalition

• Midpeninsula Open Space District

• The Project will also reach out to local groups, organizations and community stakeholders that support vulnerable communities and climate adaptation and resiliency efforts.

At a minimum, the study will engage the following specific stakeholders:

• San Mateo County Sheriff’s Office

Supporting Policies

• Caltrans Strategic Plan

Page 7 of 24 Release date of February 11, 2026

• Title VI and Environmental Justice

• California Climate Action Plan for Transportation Infrastructure

• County of San Mateo, Countywide All Hazards Evacuation Plan (ongoing)

• County of San Mateo, Coleman and Ringwood Avenues Transportation Study (2024)

• County of San Mateo, Get There Together: An Action Plan for Transportation Choices in Half

Moon Bay and the Midcoast (2024)

• County of San Mateo, Community Climate Action Plan (2022)

• County of San Mateo, General Plan o Climate Element (2022) o Safety Element (draft) o Environmental Justice Element (draft)

• County of San Mateo South Coast, Sea Level Rise Vulnerability Assessment and Adaptation

Report (2022)

• Unincorporated San Mateo County Active Transportation Plan (2021)

• County of San Mateo, Connect the Coastside (2022)

• Half Moon Bay, Local Coastal Land Use Plan (2021)

• Moss Beach State Route 1 Congestions and Safety Improvement Project

• County of San Mateo, Midcoast Multimodal Trail Project

Summary of Project Tasks

Note: All deliverables shall be submitted in the designated digital/physical formats, including PDF and

Word document formats and requested hard copies.

Task 1: Existing Conditions Consultant shall review and summarize all available previous studies, literature, and data sources, not limited to:

• County of San Mateo, Countywide All Hazards Evacuation Plan (ongoing)

• County of San Mateo, Coleman and Ringwood Avenues Transportation Study (2024)

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• County of San Mateo, Get There Together: An Action Plan for Transportation Choices in Half

Moon Bay and the Midcoast (2024)

• County of San Mateo, Community Climate Action Plan (2022)

• County of San Mateo, General Plan o Climate Element (2022) o Safety Element (draft) o Environmental Justice Element (draft)

• County of San Mateo South Coast, Sea Level Rise Vulnerability Assessment and Adaptation

Report (2022)

• Unincorporated San Mateo County Active Transportation Plan (2021)

• County of San Mateo, Connect the Coastside (2022)

• Half Moon Bay, Local Coastal Land Use Plan (2021)

• Moss Beach State Route 1 Congestions and Safety Improvement Project

• County of San Mateo, Midcoast Multimodal Trail Project

The review will focus on infrastructure resilience to climate impacts, especially projects that integrate natural infrastructure or provide multiple environmental and social benefits.

Based on the literature review, Consultant shall prepare a Summary Report documenting potential transportation adaptation planning strategies and projects. The summary may include adaptation strategies related to realigning or relocating transportation infrastructure impacted by sea level rise; preparing for increased landslide risk; and other related strategies.

Consultant’s project management activities to facilitate the gathering of the existing conditions data and preparing the Summary of Existing Conditions Report are included in this task.

Task Deliverables:

• Existing Conditions Summary Report o Word, PDF, (1) reproducible hard copy

Task 2: Stakeholder & Public Engagement The County is committed to an active engagement process to seek input from all sectors of our population with emphasis on disadvantaged communities and communities vulnerable to climate change.

This task involves the development of a stakeholder outreach and engagement strategy that includes the identification of project stakeholders, the engagement timeline, and methods of involvement. The strategy should consider activities that will best identify community needs and desired outcomes including

Page 9 of 24 Release date of February 11, 2026 engagement with disadvantaged communities. The engagement strategy may include the development of a stakeholder working group, workshops, pop ups, surveys, social media engagement, interviews, and a combination of in-person and virtual activities. Stakeholders would at minimum include local and regional agencies, community-based organizations, advocacy groups, neighborhood associations, and the community at large.

To ensure that community voices are integral to the project’s development and implementation, we will begin with a detailed stakeholder identification process. This will involve categorizing stakeholders such as local and regional agencies, community-based organizations focused on youth and seniors, environmental justice groups, advocacy groups, neighborhood associations, and local residents.

The engagement timeline will unfold in four phases: initial outreach, community input collection, feedback and refinement, and finalization and reporting. During these phases, we will implement various methods of involvement including workshops, community meetings, surveys, pop-up engagements, social media interaction, and interviews. Specifically, we will conduct workshops at accessible locations, ensuring that at least one takes place in disadvantaged communities. All workshops will be supported by translation services in Spanish.

Surveys, both virtual and in-person, will aim to gather input from residents, with a focus on underrepresented groups. Pop-up engagements will be organized at local markets, transit hubs, and neighborhood events to capture informal feedback. Social media channels will be utilized to reach a broader audience, through updates, polls, and information dissemination. Additionally, in-depth interviews will be conducted with key stakeholders to gain deeper insights into community needs.

Education and capacity-building components will be incorporated into workshops, and informational materials will be distributed to inform residents about the project and their role in shaping outcomes. To ensure accessibility, all printed and digital materials will be available in multiple languages, and workshop locations and times will be chosen to accommodate diverse schedules and physical abilities.

Throughout the process, detailed documentation of engagement activities will be maintained, and stakeholders will receive regular updates website updates. This comprehensive approach aims to engage the community actively, gather valuable insights, and ensure that the project aligns with the needs and aspirations of all residents.

The goals of the engagement are multifold: we are striving to gather local information on specific areas of concern, educate the community about the impacts of climate change, and inform them about the measures we are implementing to build resiliency. Additionally, we aim to gather ideas from the community about potential solutions that align with their needs and priorities, ensuring that their voices are central to the decision-making process.

The Consultant will coordinate and facilitate stakeholder and public engagement efforts identified in the public engagement strategy which will document the activities and the results of engagement.

Task Deliverables:

• Public Engagement Plan

• Stakeholder List

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• Outreach Marketing Materials

• Meeting Agendas

• Public Engagement Summary o All above items in: Word, PDF, (1) reproducible hard copy

Task 3: Develop Project Framework

Based on the findings from the Existing Conditions Report (Task 1) and stakeholder input (Task 2), Consultant will identify applicable projects that mitigate climate impacts and promote transportation infrastructure resilience for San Mateo County.

Consultant will develop a ranking, including relative cost, environmental impacts, and adjacent population to help determine which mitigation strategies or projects to advance to 30% conceptual design in Task 5 Expedite Implementation.

Consultant will work to include the California Coastal Commission’s Sea Level Rise Policy Guidance and San Francisco Bay Conservation Development Commission’s Climate Change Policy Guidance in the development of adaptation strategies, where appropriate and each commission has jurisdiction.

San Francisco Estuary Institute’s 2019 Shoreline Adaptation Atlas will be considered for use in conformity and refinement of the nature-based adaptation measures developed through this framework.

The framework will be developed to ensure conformity with the Local Coastal Program policies.

Consultant will work with the County to develop and refine project evaluation criteria and determine the weighting for use in the prioritization of projects. The criteria and weighting should reflect public input and reflect and balance regional planning goals, state and federal requirements, and local/coastal regulations.

Consultant will prepare an analysis that identifies and ranks short- and long-term adaptation mitigation measures. Consultant will draft a memorandum and will incorporate the following:

• Identify and rank climate change mitigation measures.

• Prioritization of adaptation needs and strategies in the project area.

Task Deliverables:

• Memorandum outlining the detailed methodology to identify and rank projects.

Task 4: Prioritize Transportation Projects for Implementation The transportation projects that will be impacted by climate change based on Task 3 will then be prioritized for implementation to enhance resilience in San Mateo County. Based on the stakeholder

Page 11 of 24 Release date of February 11, 2026 engagement plan, input will be solicited from stakeholders on the projects evaluated, criteria used, and final scoring and project prioritization.

Consultant will compile the data/mapping analysis needed to determine the scoring for the criteria used and evaluate priority projects using the metrics that have been approved by the County. Consultant will provide the final list of 20 priority transportation projects, including preliminary cost estimates, to advance to Task 5 Expedite Implementation.

Task Deliverables:

• List of Priority Transportation Projects for Implementation

Task 5: Expedite Implementation with 30% Conceptual Design Consultant will develop 30% pre-environmental, conceptual design drawings and cost estimates for 3-7 projects identified in Task 4. The scope of the preliminary design drawings is to define the scope of the improvements and identify potential right of way and utility impacts. The conceptual design work/cost estimate will incorporate strategies that best position the project for future grant pursuits and capitalize on public sources of funding.

Task Deliverables:

• 30% Conceptual Designs and Cost Estimates o (1) reproducible hard copy (11"x17") o CAD files and associated attachments o Cost Estimate in Excel file format

Task 6: Advisory Committee Meetings Consultant will facilitate the development of an Advisory Committee to guide the project planning process, public outreach efforts, and project deliverables. Through the initial phases, we will work to identify a diverse group of participants that represent the varied community we plan to engage. Our aim is to include members who reflect a broad spectrum of perspectives, including young and older residents, cyclists, pedestrians, transit users, car drivers, and those with mobility impairments. We also plan to include representatives from local community-based organizations (CBOs), the Pescadero Municipal

Advisory Council (PMAC), Resource Conservation District (RCD), Caltrans, climate change experts, and

County partners such as the Office of Sustainability, Department of Emergency Management (DEM), Planning Department, Emergency Response Services, Fire and the Sheriff's Office. We will carefully determine who is the most suitable from these identified groups to participate in the Advisory Committee, ensuring that all relevant voices are included in the decision-making process.

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The California Coastal Commission and San Francisco Bay Conservation Development Commission will be included as project stakeholders and be added to the Technical Advisory Committee, if the sites identified for analysis fall within their jurisdiction.

Consultant shall schedule, organize, and lead the Advisory Committee meetings at least quarterly. The consultant shall prepare the agendas, meeting notes, list of attendees, and list of action items for each meeting and provide to the members one (1) week before the scheduled meeting date. Consultant shall create and maintain an updated action item list of deliverables with the project schedule for the duration of the project and distribute it to the Advisory Committee monthly.

Consultant shall present to, and receive approval from, the Advisory Committee all project materials before distribution to the stakeholder groups and to the public.

The Advisory Committee members will review the agenda materials prior to the meetings and provide comment on the materials at least one day before the meeting. When needed, the members will return to the groups they represent to request feedback regarding advisory committee agenda topics at every phase of the project development. The Committee will review all draft deliverables for all tasks and will attend the meetings.

Consultant’s project management activities performed during the Advisory Committee efforts are included in this task.

Task Deliverables:

• Advisory Committee Meeting Agendas

• Advisory Committee Meeting Notes

• List of Attendees

• Action Items Lists

• Project Schedules o All above items in: Word, PDF, (1) reproducible hard copy

Task 7: Draft and Final Report Consultant will prepare the draft and final report detailing the findings of existing conditions, stakeholder and public engagement activities, the project criteria and prioritization, and conceptual designs. The draft report will be shared with Caltrans, the Advisory Committee, and other project stakeholders, including the general public, to solicit input on recommended projects. Feedback received will be incorporated into the

Project’s final report, which will be distributed among project partners once adopted. The project partners will then use the final report as a guide to identify future funding opportunities for implementing proposed strategies.

Caltrans involvement will include reviewing the draft report and providing feedback on the contents and alignment with regional and State transportation planning initiatives.

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Task Deliverables:

• Draft Report

• Final Report o All above items in: Word, PDF, (2) reproducible hard copies

Task 8: Board of Supervisors Review/Approval The County will bring forth the Final Report for the Board of Supervisors review/adoption. Consultant will present Final Draft Report to Board of Supervisors at a public meeting for final review and action.

Task Deliverables:

• Final Study Presentations o Powerpoint, PDF, (1) reproducible hard copy

Consultant must complete all scopes by June 30, 2027.

This project is subject to Chapter 10 of Caltrans’ Local Assistance Procedures Manual (LAPM) requirements. Responses to this RFP shall include applicable form(s) that are included in Exhibit and

Attachments. Bids will be evaluated according to Exhibit 10-B attached.

This project is state and locally funded, it does not have Disadvantaged Business Enterprise (DBE) participation requirements.

3. Submission Requirements

3.1. Submission Deadline

Proposals must be electronically received by 4:00 pm, on Wednesday, March 4, 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 mailto:procurement-support@opengov.com mailto:procurement-support@opengov.com https://procurement.opengov.com/portal/smcgov

Page 14 of 24 Release date of February 11, 2026

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)

• 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.

https://procurement.opengov.com/portal/smcgov https://procurement.opengov.com/portal/smcgov/projects/182432/document?section=1680642

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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. Has Proposer has been providing similar services for a minimum of four (4) years within the last seven (7) years?*

☐ Yes

☐ No

*Response required

4.1.2. Account manager has a minimum of two (2) years of experience within the last five (5) years in providing account services?*

☐ Yes

☐ No

*Response required

4.2. 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.

• SMC_LocalBusiness_self-atte...

4.2.2. Is the Proposer a Non-Profit?*

https://library.municode.com/ca/san_mateo_county/codes/code_of_ordinances?nodeId=TIT2AD_ART2.8INFIPRCOCO_CH2.89PRPRLOBU https://library.municode.com/ca/san_mateo_county/codes/code_of_ordinances?nodeId=TIT2AD_ART2.8INFIPRCOCO_CH2.89PRPRLOBU https://government-project.s3.us-west-2.amazonaws.com/153456/a16ffdc0-a0ee-44ca-b6de-1fddd010042f_SMC_LocalBusiness_self-attestation_form_120424.pdf

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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.

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.

https://government-project.s3.us-west-2.amazonaws.com/153456/80d29c2f-acda-4b87-837e-cb4ead1fb303_SMC_LocalBusiness_self-attestation_form_120424.pdf

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4.3. Technical Proposal

4.3.1. Introduction and Executive Summary *

Submit a letter of introduction and executive summary of the proposal. The letter must contain:

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

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

Submission of the letter will constitute a representation by proposer that it is willing and able to perform the commitments contained in the proposal and has not violated the terms of this RFP.

*Response required

4.3.2. Statement of Minimum Qualifications *

Describe how the proposer meets the minimum qualifications as set forth in Minimum Qualifications of this RFP.

Submission of the Minimum Qualifications checklist is not a substitute for providing a detailed written response.

*Response required

4.3.3. Project Approach*

This section should correlate to the Scope of Work . Proposer should give a short summary describing how it will perform the relevant work

*Response required

4.3.4. Scope of Work tasks/Milestones/Work Plan*

Describe your proposed approach to tasks/milestones

*Response required

4.3.5. Proposed Schedule *

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

*Response required

4.3.6. Firm Qualifications *

Attach information regarding background and qualifications, including the following:

• A brief description of the proposer.

• A description of not more than three (3) projects similar in size and scope conducted by the proposer, including the client, reference and telephone numbers, primary staff members involved, budget, schedule, and project summary. Descriptions should be limited to one (1) page for each project.

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• If subcontractors are anticipated, identify them (if known) and provide information on how they will be used.

*Response required

4.3.7. Team Qualifications*

Provide a chart identifying:

▪ Project team and reporting structure

▪ Lead project manager

▪ Role each person will play in the project

▪ All subconsultant teams

Provide a brief description of the experience and qualifications of the project team members, including resumes.

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

4.3.8. References*

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

*Response required

5. Pricing Proposal

PROJECT TASKS

Task Description Quantity Unit of

Measure Unit Cost Total No Bid

1 Existing Conditions 1 LS

2 Stakeholder & Public

Engagement

1 LS

3 Develop Project

Framework

1 LS

4 Prioritize

Transportation Project for Implementation

1 LS

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Task Description Quantity Unit of

Measure Unit Cost Total No Bid

5 30% Conceptual

Design

1 LS

6 Advisory Committee

Meetings

1 LS

7 Draft and Final Report, including Board

Presentation

1 LS

TOTAL

6. Instructions to Proposers

6.1. Instructions

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

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.

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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.

6.4. Term

Public Works - Engineering and Resource Protection - Engineering Servicesis issuing Request for

Proposal (RFP) No. E5121000 for San Mateo County Transportation Infrastructure Adaptation and

Resilience Improvement Plan.

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The agreement shall have a term of two (2) years. In addition, the County shall have one (1) option to extend the term for an additional period not to exceed five 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.

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.

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A proposer may withdraw a proposal at any time before the deadline for submission of proposals. After that time, whether or not a new RFP is issued for the same subject matter, withdrawal of a proposal may preclude the proposer from participating in the procurement as a proposer or subcontractor, except that an original equipment manufacturer may participate indirectly through a reseller.

7.6. Errors and Omissions in Proposal

The County will not be liable for any errors in proposals. Proposals may be rejected as unresponsive if they are incomplete, are missing pages or information, or cannot be opened for any reason. The County may waive minor irregularities, but such waiver will not modify any of the remaining RFP requirements.

7.7. No Commitment

Neither submission of a proposal nor the County’s receipt of proposal materials confers any right to the proposer nor any obligation on the County. This RFP does not commit the County to award a contract.

7.8. Financial Responsibility

The County shall have no financial responsibility for any costs incurred by a firm in responding to this

RFP or participating in any presentations or negotiations.

7.9. Estimated Quantity

If the RFP results in an indefinite quantity or a requirements agreement, the goods and services actually requested by the County may be less than the maximum value of the agreement and there is no guarantee, either expressed or implied, as to the actual quantity of goods and services that will be authorized under the agreement.

7.10. Public Record

A. General

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

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▪ Acknowledgement that the County will not assert any privileges that may exist on behalf of the person or entity submitting the materials.

7.11. Reservations of Rights by the County

The issuance of this RFP does not constitute an agreement by the County that any contract will actually be entered into by the County. The County expressly reserves the right at any time to:

• Waive or correct any defect or informality in any response, proposal, or proposal procedure;

• Reject any or all proposals;

• Reissue an RFP;

• Prior to submission deadline for proposals, modify all or any portion of the selection procedures, including deadlines for accepting responses, the specifications or requirements for any materials, equipment or services to be provided under this RFP, or the requirements for contents or format of the proposals;

• Procure any materials, equipment or services specified in this RFP by any other means; or

• Determine that no project will be pursued.

7.12. No Waiver

No waiver by the County of any provision of this RFP shall be implied from any failure by the County to recognize or take action on account of any failure by a proposer to observe any provision of this RFP.

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

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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…