SFMTA-2026-47-LOC_-_Appendix_G_-_Fee_Proposal_Form.xlsx
XLSX spreadsheet 36 KB Posted
- Attached to
- EXT MTA | Security Services
- Solicitation number
- SFGOV-0000012149
- Issued by
- San Francisco County, San Francisco City, California
About this file
This is a Fee Proposal Form (Appendix G) for Request for Proposals No. SFMTA-2026-47-LOC issued by the San Francisco Municipal Transportation Agency (SFMTA) for Security Services. The SFMTA seeks proposals from qualified firms to provide armed and unarmed security guard services and related security operations support throughout its multimodal transportation system, which encompasses more than 400 facilities including bus and rail yards, maintenance facilities, and subway stations. Services include fixed-post and access-control functions, facility and yard patrols, Revenue Collection Security Support, Security Operations Center coordination, and incident reporting. A virtual Pre-Proposal Conference is scheduled for October 23, 2026, at 1:00 PM PT via Microsoft Teams. The contract term consists of three base years (Contract Years 1, 2, and 3) with two option years (Option Years 1 and 2), for a total five-year evaluation period. Award will be made to the highest-ranked proposer meeting Minimum Qualifications and Local Business Enterprise (LBE) requirements who successfully completes contract negotiations.
All pricing must reflect 2027 pricing and be submitted in the completed Excel workbook as Proposal Part 3 - Fee Proposal. Proposers must complete all applicable yellow cells with required pricing information, including a Combined Overhead and Profit Percentage Markup for each contract year and option year that excludes hourly wage rates and required benefits but includes contract management, scheduling, dispatch administration, payroll administration, invoice preparation, quality assurance, corporate support, vehicle costs, parking, Required Base-Service Technology, reporting tools, and other non-labor costs. The Total Average Overhead and Profit Percentage Markup is scored for up to 70 points. Proposers must provide estimated one-time implementation costs and annual recurring costs in 2027 dollars for twelve required technology functions including workforce management platforms, dispatch and communications systems, geofencing, patrol verification, incident reporting, and dashboard reporting capabilities. Innovative Service Delivery Approaches (ISDAs) and Optional Enhancements must be separately priced with five-year net financial benefit calculations. Transition and Mobilization costs must be separately identified and are not scored but may be considered during negotiations.
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Instructions
| Appendix G - Fee Proposal Form | |
| RFP No. SFMTA-2026-47-LOC: Security Services | |
| Instructions to Proposers | |
| 1 | Complete all applicable yellow cells. All required pricing cells must be completed. Enter $0 where no applicable cost or savings exists. Leave unused optional rows blank. |
| 2 | All pricing must reflect 2027 pricing. |
| 3 | The Overhead and Profit Percentage Markup must not include hourly wage rates or required benefits paid to Security Guard employees. |
| 4 | The Overhead and Profit Percentage Markup must include all overhead, profit, contract management, scheduling, dispatch administration, payroll administration, invoice preparation, quality assurance administration, corporate support, vehicle and parking costs, Required Base-Service Technology, reporting tools and data systems, and other non-labor costs not separately authorized by the SFMTA. |
| 5 | For each Required Base-Service Technology item, provide the estimated one-time and annual recurring costs attributable to the item. These costs are for pricing transparency, are not separately scored. All such costs must remain included in the Overhead and Profit Percentage Markup and may not be separately charged to the SFMTA. |
| 6 | The Total Average Overhead and Profit Percentage Markup will be scored for up to 70 points. ISDAs and Optional Enhancements will be scored separately for up to 30 Fee Proposal points based on their net financial benefit to the SFMTA. |
| 7 | For each ISDA or Optional Enhancement submitted under RFP Section IV.C.8, use the same unique identifier in this workbook and the Written Proposal. Calculate costs and savings in 2027 dollars over the five-year evaluation period consisting of Contract Years 1 through 3 and Option Years 1 and 2. |
| 8 | Baseline Requirements may not be shifted to or repriced as an ISDA or Optional Enhancement. |
| 9 | Transition and Mobilization costs must be separately identified and may not duplicate costs included in the Overhead and Profit Percentage Markup, Base-Service Technology pricing disclosure, or another pricing category. |
| 10 | Proposer may not recover the same cost through more than one pricing category. |
| 11 | Submit this completed Excel workbook as Proposal Part 3 – Fee Proposal. |
| Legend | |
| Yellow cells | Proposer input |
| Gray cells | Formula / SFMTA use / do not overwrite |
| Green cells | Summary totals |
| Blue headers | Section headers and instructions |
| 4925-6502-3184v.1 |
Markup Summary
| Overhead and Profit Percentage Markup |
| Markup excludes hourly wage rates and required benefits. Required Base-Service Technology, reporting tools and data systems must be included in the markup. |
The Total Average Overhead and Profit Percentage Markup is scored for 70 points.
| Proposed Overhead and Profit Markup by Contract Year | ||||||||
| Markup Category | Year 1 | Year 2 | Year 3 | Option Year 1 | Option Year 2 | Average Markup | Included in Markup? | Instructions |
| Combined Overhead and Profit Percentage Markup | Yes – Required | Enter proposed markup percentage for each year. | ||||||
| Contract management and account administration | Yes – Required | Confirm this cost category is included in combined markup. | ||||||
| Scheduling, dispatch administration, and payroll administration | Yes – Required | Confirm this cost category is included in combined markup. | ||||||
| Invoice preparation, QA administration, and corporate support | Yes – Required | Confirm this cost category is included in combined markup. | ||||||
| Vehicle Costs, parking, etc. | Yes – Required | Confirm this cost category is included in combined markup. | ||||||
| Required Base-Service Technology and reporting tools | Yes – Required | Confirm this cost category is included in combined markup and includes ordinary implementation, devices, licenses, subscriptions, maintenance, support, training, and related baseline technology costs | ||||||
| Other non-labor costs not separately authorized by the SFMTA | Yes – Required | Required. Include any other non-labor costs not separately authorized for separate payment. | ||||||
| Total Average Overhead and Profit Percentage Markup | ||||||||
| Total Average Overhead and Profit Percentage Markup means the arithmetic mean of the Proposer’s combined Overhead and Profit Percentage Markup proposed for Contract Years 1, 2, and 3 and Option Years 1 and 2. |
Base Technology
| Required Base-Service Technology, Reporting Tools, and Data Systems |
| For each required technology function, identify the Contractor-provided technology or platform that will support it and complete the applicable yellow cells. |
A single platform may support more than one function. If so, identify it in each applicable row, but report its cost only once. Enter $0 in the other rows and note where the cost is reported. Do not duplicate costs.
Provide the estimated one-time implementation cost and annual recurring cost in 2027 dollars, including applicable devices, licenses, subscriptions, maintenance, support, training, and related costs. Identify any required SFMTA resources, access, or approvals.
Required Base-Service Technology costs are not separately scored, must be included in the Overhead and Profit Percentage Markup, and may not be separately charged to the SFMTA.
Complete the "Other – Specify" row only if applicable.
| Base-Service Technology Included in Overhead and Profit Percentage Markup | |||||||||||||
| Line | Required Function / Capability | Examples of Function(s) Supported | Proposed Technology / Platform | Users / Services Covered | Devices / Licenses / Subscriptions Included | Implementation Requirements | Estimated One-Time Implementation Cost (2027 $) | Estimated Annual Recurring Cost (2027 $) | Pricing Basis / Allocation | Supports Appendix E Measurement? | SFMTA Resources / Access Required | Included in O&P Markup / Not Separately Payable? | Technology Plan Reference / Notes |
| 1 | Workforce management / scheduling platform | Scheduling, workforce and assignment verification | Yes – Required | ||||||||||
| 2 | Dispatch / communications platform | Dispatch, field communications, escalation | Yes – Required | ||||||||||
| 3 | Geofencing / assignment verification | Geofencing, location or assignment verification | Yes – Required | ||||||||||
| 4 | Patrol verification / guard tour monitoring | Patrol tracking and verification | Yes – Required | ||||||||||
| 5 | Electronic Daily Activity Report system | Daily reporting and operational documentation | Yes – Required | ||||||||||
| 6 | Incident reporting / case management platform | Incident documentation, tracking, and escalation | Yes – Required | ||||||||||
| 7 | GPS-based post or patrol verification | Location verification and mobile patrol accountability | Yes – Required | ||||||||||
| 8 | Supervisor inspection / audit tool | Quality assurance and supervisor oversight | Yes – Required | ||||||||||
| 9 | Invoice-support reporting or export | Invoice validation and audit documentation | Yes – Required | ||||||||||
| 10 | SOC coordination tool / workflow | SOC coordination, dispatch coordination, and escalation | Yes – Required | ||||||||||
| 11 | Dashboard / reporting export | Appendix E measurement, trends, and contract administration | Yes – Required | ||||||||||
| 12 | Other - Specify | Yes – Required |
| One-Time Implementation Cost (2027 $) | Annual Recurring Cost (2027 $) |
| $0.00 | $0.00 |
For pricing transparency only. Required Base-Service Technology costs must be included in the Overhead and Profit Percentage Markup and may not be separately charged to the SFMTA.
ISDAs and Enhancements
| Innovative Service Delivery Approaches (ISDAs) and Optional Enhancements |
| Complete one row for each ISDA or Optional Enhancement submitted in the Written Proposal. Use the same ID in both documents. |
For each item, enter the estimated total cost and total savings or avoided costs over the five-year evaluation period consisting of Contract Years 1 through 3 and Option Years 1 and 2. All amounts must be stated in 2027 dollars.
In the final column, briefly explain the basis for the amounts, when the costs and savings are expected to occur, and any material assumptions or SFMTA resources required. The workbook will calculate the Five-Year Net Financial Benefit.
Complete all required cells. Enter $0 if there is no applicable cost or no anticipated savings. Do not leave required pricing cells blank.
| ISDAs and Optional Enhancements – Five-Year Financial Evaluation | |||||||
| ID | Type | Name | Pricing | Five-Year Total Cost | Five-Year Savings / Avoided Cost | Five-Year Net Financial Benefit | Basis / Assumptions / Timing |
| EXAMPLE – DELETE BEFORE SUBMISSION | |||||||
| ISDA-1 | ISDA | Remote Monitoring Model | Separately Priced | $250,000.00 | $750,000.00 | $500,000.00 | Technology implemented in Year 1; staffing savings begin in Year 2. Amounts are based on reduced fixed-post hours described in the Written Proposal. |
Transition
| Transition and Mobilization Costs |
| Separately price one-time Transition and Mobilization costs. These costs are not scored but may be considered during negotiations. |
Do not duplicate costs included in the O&P markup, Base Technology pricing disclosure, or another pricing category.
Payment for development of the Detailed Transition and Mobilization Plan will be made only under the executed Agreement and its terms.
| Transition and Mobilization Pricing | ||||||||
| Line | Cost Category | Description | Unit | Quantity | Unit Cost | Extended Cost | Included in Another Category? | Notes / Assumptions |
| 1 | Detailed Transition and Mobilization Plan | Development, finalization, revision, meetings, coordination, and implementation of the Detailed Transition and Mobilization Plan | Each | No | ||||
| 2 | Employee retention and transition | Employee retention, transition coordination, and incumbent coordination | Each | No | ||||
| 3 | Onboarding | Initial onboarding and orientation | Each | No | ||||
| 4 | Initial training | Initial required training and rail/facility/SOC-related training | Each | No | ||||
| 5 | Uniforms | Initial uniforms and patches/branding | Each | No | ||||
| 6 | Equipment | Initial equipment and setup not otherwise included in the O&P markup | Each | No | ||||
| 7 | Licensing / permits / certifications | Initial licensing, permits, certifications, and compliance setup | Each | No | ||||
| 8 | Badging / background checks | Badging, background checks, and access setup | Each | No | ||||
| 9 | Drug and alcohol testing | Initial drug and alcohol testing, where required | Each | No | ||||
| 10 | Transition-specific system setup / technology configuration | Transition-specific configuration, reporting setup, dashboards, exports, interfaces, or access setup. Do not duplicate baseline technology costs disclosed on the Base Technology sheet or included in the O&P markup. | Each | No | ||||
| 11 | Readiness reviews / meetings / coordination | Transition meetings, readiness reviews, coordination, and related startup activities required by the SFMTA | Each | No | ||||
| 12 | Staff scheduling / deployment setup | Initial schedules, assignments, relief/backup coverage setup, and deployment preparation | Each | No | ||||
| 13 | Other - Specify | Each | No | |||||
| 14 | Other - Specify | Each | No | |||||
| 15 | Other - Specify | Each | No |
Transition and Mobilization Total $0.00
Assumptions
| Labor, Pricing, and Service Delivery Assumptions |
| Identify the assumptions required by the RFP and any other assumptions supporting the Fee Proposal. Add rows as needed. |
| Labor and Pricing Assumptions | |||||||||
| Line | Assumption Type | Applies To Sheet / Line | Assumption Description | Cost Impact | Included in Baseline Fee Proposal? | Included in O&P Markup? | Requires SFMTA Resource / Approval? | Potential Contract Impact | Notes |
| 1 | Prevailing wage rates | ||||||||
| 2 | Any collective bargaining agreement obligations | ||||||||
| 3 | Employee retention requirements | ||||||||
| 4 | Overtime | ||||||||
| 5 | Holiday pay | ||||||||
| 6 | Relief coverage | ||||||||
| 7 | Health and welfare contributions | ||||||||
| 8 | Vacation / seniority-based benefits | ||||||||
| 9 | Other labor-related costs | ||||||||
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File details come from the government source that posted it. Updated .