Stationary_Engineer_Training_Program.pdf

County of San Mateo

Request for Proposals (RFP) for Stationary Engineer

Training Program

Human Resources Department

RFP No. 2026-RFP-00128

RFP Contact: Lisa Yapching lyapching@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 of San Mateo is soliciting proposals from qualified firms, individuals, nonprofit organizations, and other entities to deliver a specialized training curriculum to support its new Stationary

Engineer Training Program. The Stationary Engineer Training Program is a comprehensive program designed to equip participants with the necessary skills and knowledge to become proficient in operating, maintaining and repairing various systems and equipment in various facilities maintained by the County’s

Department of Public Works - Facilities Division. Stationary Engineers, under general supervision, operate, maintain and repair electrical, refrigeration, plumbing, heating, air conditioning and ventilating systems and equipment in County-operated buildings; and perform related duties as assigned.

The selected contractor will be responsible for:

• Delivering training sessions, either in-person (classroom instruction) or through a combination of live instruction and Zoom, covering the training components outlined in the Stationary Engineer

Training Program Components section of the RFP (Section 2.4).

• Evaluating individual participants on the course content.

Proposers may submit bids on the full program or specific course components. Training format – live or hybrid live and Zoom - will be based on bidder’s course content.

1.2. Background

The Stationary Engineer Training Program is a comprehensive program designed to equip participants with the necessary skills and knowledge to become proficient in operating, maintaining and repairing various systems and equipment in various facilities maintained by the County’s Department of Public

Works - Facilities Division. Program participants will be required to attend a combination of structured classroom learning and on-the-job training to ensure comprehensive skills development. Classroom learning and on-the-job training will be concurrent.

NOTE: The RFP is only focused on the structured classroom training aspect of the program, not the on-the-job-training.

1.3. Contact Information

Lisa Yapching HR Manager II Email: lyapching@smcgov.org Phone: (650) 363-4381 mailto:lyapching@smcgov.org tel:(650)363-4381

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Department:

Human Resources Department

Department Head:

Rocio Kiryczun Director

1.4. Timeline

RFP Released October 6, 2025

Pre-Proposal Meeting (Non-Mandatory) October 20, 2025, 11:00am https://smcgov.zoom.us/j/99099444286?pwd=78Flo kHxQazeKZMTSs3H08Bi8UYbNe.1.

Passcode:929603

Deadline for Questions, Comments and

Contract Exceptions

November 3, 2025, 5:00pm

Proposal Due Date and Time November 14, 2025, 5:00pm

Interviews (tentative) November 24, 2025

Anticipated Contract Award Date December 22, 2025

2. Scope of Work

2.1. Overview

The County of San Mateo invites qualified firms, individuals, nonprofit organizations, and other entities to submit proposals to deliver a specialized training program in one or all the training courses detailed in the Stationary Engineer Training Program Components (Section 2.4) as part of its Stationary Engineer

Training Program (hereon referred to as SE Training Program). The SE Training Program is aimed at equipping participants with practical, job-ready skills that meet industry standards and prepare them for meaningful employment as a Stationary Engineer with the County.

2.2. Course Content

For each training course listed in SE Training Program Components (Section 2.4) or for the courses the proposal is bidding on, proposer must prepare a structured curriculum that includes instructional materials, student learning outcomes, instructional objectives, methods for evaluation, training format

(live or Zoom) and instructional objective. Content parameters include the following:

https://smcgov.zoom.us/j/99099444286?pwd=78FlokHxQazeKZMTSs3H08Bi8UYbNe.1 https://smcgov.zoom.us/j/99099444286?pwd=78FlokHxQazeKZMTSs3H08Bi8UYbNe.1

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• Training design should be geared towards meeting the needs of working adult learners and primarily for classroom instruction. It must include practical training through demonstrations, simulations, or actual equipment to reinforce theoretical knowledge.

• Deliver live or live and zoom training to employees in a clear, organized, interactive, and relaxed manner. Individual instructors must maintain an overall rating of at least 7 on a 10-point rating scale to continue to provide services as determined by post-event participant evaluations.

• Curriculum must include handout materials in a workbook format. Contractor must provide the

County with a copy of the materials at least 3 business days prior to the scheduled start date of the class. Contractor will be responsible for development, selection, purchase, printing/ photocopying, and delivery of all materials to the classroom site. The County will provide audio/visual equipment (including Zoom infrastructure) and set-up assistance only.

2.3. Training Delivery

Deliver interactive, skills-based classroom instruction that is aligned with instructional objectives.

• Training Format(s) o Live classroom instruction to be delivered in a classroom setting in San Mateo County, CA

(preferred) o Combination of live and virtual training settings.

• Training Duration o Sessions should aim to be at a minimum, 2-hours, with the option to hold multi-part training on different days.

• Training Size o Unless otherwise agreed, the County’s minimum enrollment requirement to hold a session is seven (7) participants. Other employees may be added to the courses depending on content, not exceeding fifteen (15) participants.

o The maximum numbers of attendees must be mutually agreed upon prior to scheduling the course and will be determined based on a number of factors including topic, activities, format, location, and cost.

• Training Schedule o Trainers must be available to provide training during regular business hours (Monday through

Friday, 8:00AM-5:00PM).

o Trainers must be able to provide possible training dates at least three (3) months prior to any potential date(s) to be scheduled.

• Training Location

Page 5 of 26 Release date of October 6, 2025 o Live, classroom instructions will take place within the geographical boundaries of the County of San Mateo, CA, with most sessions taking place in Redwood City, CA.

2.4. Stationary Engineer Training Program Components

Course Components to Include

Introduction to

Industrial Maintenance

• Overview of roles in industrial settings

• Career paths

• Introduction to mechanical systems in factories, warehouses, and plants

Safety and Workplace

Readiness

• PPE and hazard recognition

• Lockout/tagout (LOTO) procedures

• Ladder and confined space safety

• Intro to job site communication and professionalism

• First Aid and CPR

• OSHA 10-Hour Certification training

Electrical

Fundamentals

• AC/DC basics and Ohm’s Law

• Wiring diagrams and circuit troubleshooting

• Electrical safety and multimeter use

• Motors, relays, transformers, and starters in HVAC systems

• Generators (operate, transfer switches)

• Emergency transfer switch

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Beginning and

Advanced Air

Condition

Industrial Heating and Cooling Systems

• Boilers and steam systems

• Rooftop units (RTUs), air handlers, packaged units, heat pump units, variable frequency drive (VFD), split systems and variable refrigerant flow

(VRF) systems.

• Large-scale duct systems and variable air volume (VAV) systems

• Chiller plants and industrial air conditioning units (testing, commissioning and air balancing)

System Controls and Building Automation

• Intro to HVAC control systems – direct digital control (DDC)

• Thermostats and control sequences

• Introduction to Building Management Systems (BMS)

• Role of sensors, actuators, and PLCs in HVAC control

Preventive Maintenance and Troubleshooting

• Daily and seasonal maintenance tasks

• Basic troubleshooting flowcharts and diagnostic tools

• Oil analysis, vibration checks, and pressure readings

• Lubrication, bearing fundamentals, types, installation and application

• Belt types, alignment and proper tensioning procedure

• Customer service and documenting maintenance work

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Beginning and

Advanced

Refrigeration

• Basic thermodynamics and refrigeration principles

• Refrigeration cycle; industrial applications

• Temperature, pressure, thermodynamics, and phase changes

• Service tools and equipment, Manifold gauge set, recovery machine, vacuum pump, micron gauge, leak detection, recovering refrigerant, charging freon, diagnosis of common failure and remedies

• System diagnosis, servicing and troubleshooting

• Common industrial refrigerants and environmental regulations

• Cooling towers, chillers, and process cooling systems

Tools, Materials, and

Measurements

• Introduction to hand and power tools used in industrial HVAC

• Reading blueprints, schematics, and layout drawings

• Tape measure and digital caliper skills

• Use of laser assignment tools for pumps and motors

• Types and use of gauges (pressure, thermometer, magnehelic differential pressure gauge, manometer, etc.)

• Pipe threading, cutting, and brazing basics

Environmental

Responsibility &

Regulations

• Clean Air Act and refrigerant management

• Refrigerant recovery and EPA Section 608 preparation

• Energy efficiency in industrial systems

• Introduction to green building concepts (LEED, ENERGY STAR)

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Plumbing • Safety and regulatory compliance

• Plumbing Theory and Fundamentals

• Tools and Equipment

• Plumbing Skills

• Commercial Building Systems

• Pump concepts – maintaining packing and seals, maintaining centrifugal and rotary pumps

• Preventive Maintenance and Troubleshooting

• Soldering, brazing (or its own category)

Welding • Safety and regulatory compliance

• Welding Theory and Fundamentals

• Tools and Equipment

• Core Welding Skills

• Commercial Building Maintenance Applications

• Preventive Maintenance and Troubleshooting

• Soft Skills and Professionalism

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Fire Alarms/Fire

Pumps

Fire Alarm

• Device types – Initiating devices (detectors, manual call points), notification appliances (bells, strobes), and the Fire Alarm Control Panel

(FACP)

• Correct installation and wiring of various components, including conventional and addressable devices

• Importance of primary and secondary power supplies and how to maintain them.

• Identify and address common fault conditions within the system.

• Relevant codes and standards governing fire alarm systems and installations.

Fire Pump

• Identify major parts of a fire pump system, including the pump body, impeller, and drive systems

• Function and operation of the fire pump controller

• Different types of fire pumps (electric, diesel) and their specific features, characteristics, and operational limits

• How the water supply (e.g., tanks, hydrants) connects to the pump and the factors influencing supply performance

• Best practices for installing, maintaining, and servicing fire pump systems, including required environmental conditions for the pump room

• Requirements of NFPA 20, including design, installation, and room requirements for heating, ventilation, and drainage

• Conduct hands-on exercises and training for routine fire pump testing and operation to ensure it functions as designed

• Provide practical training through demonstrations, simulations, or actual equipment to reinforce theoretical knowledge

2.5. Evaluation of Learning Outcomes

For each course curriculum, contractor is also expected to:

• Develop and implement participant assessment methods to measure learning outcomes and skill acquisition.

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• Provide regular progress updates and a final evaluation report to the County.

2.6. Roles, Responsibilities and Deliverables

Trainer Knowledge, Skills and Abilities

Trainer/Instructor must possess following qualifications:

• Highly qualified individuals with experience and/ or expertise in the subject matter, as well as experience applying the subject matter within a public sector, labor entity setting or job training program.

• Has experience working with culturally diverse groups.

• Has a working familiarity of local government facilities and equipment.

• Has knowledge of, and experience using audio/visual equipment and technology including a working knowledge of the Zoom platform, e.g. screen sharing, muting participants, etc.

• Has active listening and facilitation skills, can communicate effectively both orally and in writing, and speak effectively before large and small groups. Additionally, trainers should perform the role of facilitator and effectively utilize group dynamic skills and techniques.

Produce and Provide all Training Materials

Trainers/Instructors must:

• Prepare structured syllabus ahead of the class that includes instructional materials, student learning outcomes, instructional objectives, methods for evaluation, and training format (live or hybrid live and Zoom). Where possible, practical training through demonstrations, simulations, or actual equipment must be included in order to reinforce theoretical knowledge.

• Prepare and provide all course materials. This includes preparing all participant materials (guides, handouts, exercises, books, job aides, etc.) The cost of materials must be included either in the total cost of the course, or as a separate per user fee.

• Maintain and update each training syllabus to remain current with industry trends, introduce and follow objectives for each class, compete training as described, and utilize training aids.

Additional Contractor Responsibilities

All training providers must:

• Use a standard training evaluation, to be shared with the County.

• Be willing to modify content, based on feedback before the training’s next offering without charging fees for curriculum design and/or modification in this scenario.

County Responsibilities

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The County's program coordinator(s) will be responsible for the following:

• Notification of cancellation if low enrollment - if enrollment is below the minimum 7 participant requirement, the County will notify the trainer at least seven (7) calendar days prior to the course date and will work with the trainer to reschedule.

• Ensure that trainers are provided with adequate instructions/ information to permit sufficient access to designated County facilities and training rooms as necessary.

• Set up the training classroom to include tables, chairs, whiteboards, flip charts, markers, sign-in sheets, and requested audio/visual equipment needed to conduct training.

• Work with trainers to begin calendaring classes, immediately following the Contract Award.

• Work with trainers to calendar training topics, dates, and locations on a yearly basis, at minimum.

2.7. Performance Measures

The following performance measures will be used to evaluate trainer's performance:

• % of trainees successfully completing the course assessment, and

• % of trainees submitting surveys rating the trainer as good or better.

3. Submission Requirements

3.1. Submission Deadline

Proposals must be electronically received by 5:00 pm, on Friday, November 14, 2025 via eProcurement system.

Allow sufficient time for the upload to complete by the Due Date and Time. Partial uploads will automatically terminate, and proposals will be rejected. The eProcurement system submission time will be the official submission time. The County will not be responsible for and may not accept proposals that are late due to slow internet connections or for any other failure of the eProcurement system.

NOTE: The County does not maintain the eProcurement system and is not liable for site failures or technical problems. To resolve technical issues, contact OpenGov Technical Support by using the real time chat located in the lower right hand corner of the screen, or via email at procurement-support@opengov.com https://procurement.opengov.com/portal/smcgov

3.2. Pre-submission Registration

Organizations or individuals interested in responding to this solicitation must register online with the

County of San Mateo at:

• https://procurement.opengov.com/portal/smcgov mailto:procurement-support@opengov.com mailto:procurement-support@opengov.com https://procurement.opengov.com/portal/smcgov https://procurement.opengov.com/portal/smcgov

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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.

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 https://procurement.opengov.com/portal/smcgov/projects/203112/document?section=1901104

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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 Reference Ordinance, Technical, and Fee Proposal

4.1. Minimum Qualifications

4.1.1. Has Proposer been providing training in the chosen courses, including course design, materials preparation, training facilitation, and evaluating course success, for a minimum of two (2) years within the last five (5) years?*

☐ Yes

☐ No

*Response required

4.1.2. Has Proposer completed at least two (2) training courses related to the Stationary

Engineer Training Program components within the last two (2) years for at least two (2) public sector and/or labor entities, one (1) of which was in the State of California?*

☐ Yes

☐ No

*Response required

4.1.3. Please confirm you or your firm is registered with System for Award Management

(SAM)*

SAM.gov

Maximum response length: 20 characters

*Response required

4.1.4. Please provide registered Business Name and Unique Entity ID (UEI) Number*

• UEI number can be obtained by registering your business through SAM.GOV

• Should you be in the process of obtaining your UEI number, please enter the digits ‘123’ temporarily for your response below in order to proceed with proposal. This temporary number should be replaced with the correct registration number for submission of the proposal.

Maximum response length: 30 characters

*Response required 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://sam.gov/content/home

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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?*

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.

https://government-project.s3.us-west-2.amazonaws.com/153456/a16ffdc0-a0ee-44ca-b6de-1fddd010042f_SMC_LocalBusiness_self-attestation_form_120424.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4IMKDIORX%2F20251007%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20251007T015947Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEAEaCXVzLXdlc3QtMiJHMEUCIGmVKw6Ct73fZZuZ25r6fWyq5jqS0pPejOomXbMixm%2FfAiEAwmaIylukDhinlt21lNHUjVuxbuojQyCm2nR2224K894qjAUImv%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgw4OTIzNjQ2ODc2NzIiDFcsylh0gXBunfba4SrgBNovZvV4yA2Rn%2FcyBHVneC8ztsZTjnLH%2FEI5IyER7UyQgx11%2BzFe3hB6dzMY%2BLWpQHD571U1grG5RmQ0mhk4ZRLprSwCZoF8Of140ti%2FzWrK2%2Bfn6puhBescCMjfwE5NXUxK6GIvDhosSo9q3u8ygOmTaeMnlFHKPvEHx7%2BCzYaW3bx%2BxHn4YdV%2Fi6ioT32Bq9Sz36tf3RraeACCtGV%2FlEMuAuXdU773mKxr67kmOQ2dgMcU0uFn72Ho5K6%2BFnhJJNP32ILgwW0Q%2FIR8zdQXvqHID5G3ewNBvlVGg%2BQP0EqnBTO3oJwobbpKiwZmMrNekwSycnQmgMxCOrbCyAmeL7QSnJck3jNGH9AeiK6In%2BUuMEitNKbEs3smfRq8MbFBY0gP3QKUSAZFx8VkxjuSqjQRQj3Q9OV9q%2FYAP3nJgqOkSjjpaEWE1Ia8bV1NLh6r%2BMe0tBIaABjKmtO1wAs2Z7w1wYLhQ4VjM2h2LO1j%2FDOmGBMnBTz56Qh5isbTSdrz9HboBJt9V7Iek8q3Qu6mz4y%2FFsie7yP6UuBjiPqaw5cXwzP4T9bww1NiSy2jcaaJ1gjvk6SE4goIhkiey2jEnNucxwgcxHucp%2Fy%2BZJavo4Y%2FbClau%2FuYV8bojXf9HAUWxhy13TmDAKKZym8OAurauEGiuegQoFKwBLQDKGRn9iqpWL8qpN%2Bl3EpzIZo7NQF7zDs%2FGha8elyU%2Bfux8yMN5kuv8PyAkpexYcFftD0gtCZpkkvtqBwPpVY2rGxRL%2FJ9%2FykWZkfNSqigBkeT9VU14jc34qvpChrK5wZw7ynmUbPFMPTLkccGOpsB4kfDM0clkmVb8aepKp8P4cATTF2qB6Tm5CTGd5Gsl51pOk%2FkeUBFCLGGt5P5lKl4zR6UX1wWckWqiiUewu1qrPWA2SeRRhU8wYvNnsM7MM4YK6BbSNcbljbC7OTJmtrBTfPoNYtY4o7gNWY6aiB2p%2FvAVixmecL4aSO%2Bpv2lle%2BxSqQ1CnKYUiAD89cBRbHhUk37iPB%2BawvOnYw%3D&X-Amz-Signature=e839fc221616396a74cad8d4e33e9b84443aecdf5145cd033a5fd90040140822&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22SMC_LocalBusiness_self-attestation_form_120424.pdf%22&x-id=GetObject https://government-project.s3.us-west-2.amazonaws.com/153456/80d29c2f-acda-4b87-837e-cb4ead1fb303_SMC_LocalBusiness_self-attestation_form_120424.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4IMKDIORX%2F20251007%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20251007T015947Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEAEaCXVzLXdlc3QtMiJHMEUCIGmVKw6Ct73fZZuZ25r6fWyq5jqS0pPejOomXbMixm%2FfAiEAwmaIylukDhinlt21lNHUjVuxbuojQyCm2nR2224K894qjAUImv%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgw4OTIzNjQ2ODc2NzIiDFcsylh0gXBunfba4SrgBNovZvV4yA2Rn%2FcyBHVneC8ztsZTjnLH%2FEI5IyER7UyQgx11%2BzFe3hB6dzMY%2BLWpQHD571U1grG5RmQ0mhk4ZRLprSwCZoF8Of140ti%2FzWrK2%2Bfn6puhBescCMjfwE5NXUxK6GIvDhosSo9q3u8ygOmTaeMnlFHKPvEHx7%2BCzYaW3bx%2BxHn4YdV%2Fi6ioT32Bq9Sz36tf3RraeACCtGV%2FlEMuAuXdU773mKxr67kmOQ2dgMcU0uFn72Ho5K6%2BFnhJJNP32ILgwW0Q%2FIR8zdQXvqHID5G3ewNBvlVGg%2BQP0EqnBTO3oJwobbpKiwZmMrNekwSycnQmgMxCOrbCyAmeL7QSnJck3jNGH9AeiK6In%2BUuMEitNKbEs3smfRq8MbFBY0gP3QKUSAZFx8VkxjuSqjQRQj3Q9OV9q%2FYAP3nJgqOkSjjpaEWE1Ia8bV1NLh6r%2BMe0tBIaABjKmtO1wAs2Z7w1wYLhQ4VjM2h2LO1j%2FDOmGBMnBTz56Qh5isbTSdrz9HboBJt9V7Iek8q3Qu6mz4y%2FFsie7yP6UuBjiPqaw5cXwzP4T9bww1NiSy2jcaaJ1gjvk6SE4goIhkiey2jEnNucxwgcxHucp%2Fy%2BZJavo4Y%2FbClau%2FuYV8bojXf9HAUWxhy13TmDAKKZym8OAurauEGiuegQoFKwBLQDKGRn9iqpWL8qpN%2Bl3EpzIZo7NQF7zDs%2FGha8elyU%2Bfux8yMN5kuv8PyAkpexYcFftD0gtCZpkkvtqBwPpVY2rGxRL%2FJ9%2FykWZkfNSqigBkeT9VU14jc34qvpChrK5wZw7ynmUbPFMPTLkccGOpsB4kfDM0clkmVb8aepKp8P4cATTF2qB6Tm5CTGd5Gsl51pOk%2FkeUBFCLGGt5P5lKl4zR6UX1wWckWqiiUewu1qrPWA2SeRRhU8wYvNnsM7MM4YK6BbSNcbljbC7OTJmtrBTfPoNYtY4o7gNWY6aiB2p%2FvAVixmecL4aSO%2Bpv2lle%2BxSqQ1CnKYUiAD89cBRbHhUk37iPB%2BawvOnYw%3D&X-Amz-Signature=77cad4163237bd3cbff57d069781db8443b606ed2e04ee9a48dba19e13d3cedb&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22SMC_LocalBusiness_self-attestation_form_120424.pdf%22&x-id=GetObject

Page 15 of 26 Release date of October 6, 2025

Maximum response length: 20 characters

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.

4.3. Technical Proposal (Maximum of 20 Pages)

Proposers interested in responding to this RFP must submit the information below. Note that one (1) page of content is measured as 1-sided letter sized page. Proposals that exceed the maximum page limit specified may be rejected or not reviewed/scored.

4.3.1. Introduction and Executive Summary (up to 1 page)*

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 (up to 2 pages)*

Describe how the proposer meets the minimum qualifications set forth in this RFP (i.e., at least 2 years of experience within the last 5 years in providing classroom training in the course(s) proposer is bidding on).

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

*Response required

4.3.3. Project Approach (up to 4 pages)*

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

Page 16 of 26 Release date of October 6, 2025

• Describe the services and activities that proposer proposes to provide the County. For each component for which you are planning to bid, include the following information:

o Course subject(s), course name, description (including proposed syllabi and learning objectives and evaluation method), format, and duration for each training component listed in the Course Outline. If not bidding for full content, describe only those components you are bidding for.

o Ability to provide live, in person training or combination of live and virtual training via a classroom environment provided by the County during regular business hours (Monday-

Friday, 8:00AM-5:00PM Pacific)

*Response required

4.3.4. Firm Qualifications (up to 5 pages)*

Provide information on your firm's background and qualifications that addresses the following:

• A brief description of the firm, as well as how any joint venture or subcontractors would be structured. If joint ventures or subconsultants are proposed, provide information on how they will be used in the project.

• A description of no more than three (3) trainings on courses similar in scope to the SE Training

Program components that were prepared and completed by your firm. Include name of client, course subject, content (including syllabi, learning objectives, training materials, and evaluations), format, duration, size, and schedule. Projects should have been completed within the last 2 years and was completed for a public sector, labor entity and/or job training program

(one of which was completed within the State of California). Descriptions should be limited to one (1) page for each project.

*Response required

4.3.5. Team Qualifications (up to 5 pages)*

• Provide a chart identifying:

o Trainers and reporting structure.

o Written assurance that the key individuals listed and identified will be performing the work and will not be substituted with other personnel or reassigned to another project without the

County’s prior approval.

• Provide a brief description of the experience and qualifications of the trainers, including short resumes if necessary and addressing their experience/ expertise in the subject matter, experience training within a local government environment, experience working with culturally diverse groups, knowledge of and experience with audio/ visual technology including the Zoom virtual classroom format, and demonstrated ability to facilitate large and small group trainings.

*Response required

Page 17 of 26 Release date of October 6, 2025

4.3.6. References (1 page)*

Provide 2 clients (preferably public agencies) that you previously provided similar services to. For each client listed please provide a contact name, address, email address and/or telephone number and brief summary of services provided.

*Response required

4.3.7. Fee Proposal (1 page)*

Please download the below documents, complete, and upload.

• Stationary_Engineer_Trainin...

*Response required

5. Evaluation and Selection Criteria

The proposals will be evaluated by a selection committee with relevant expertise. The County intends to evaluate the proposals generally in accordance with the criteria itemized below. Proposers with the highest scoring proposals may be interviewed by the committee to make the final selection.

5.1. Phase 1

No

Evaluation Criteria Scorin g

Metho d

Weigh t

(Point s)

1. Project Approach

• Understanding of the course parameters detailed in Section II - Statement of Work (SOW).

• Plan for developing and administering the courses, including syllabi, learning objectives, training materials, and evaluation skills.

• Quality of proposed content.

• Reasonable format, duration, size, and schedule for the course sessions.

N/A N/A https://government-project.s3.us-west-2.amazonaws.com/203112/c27b7801-c43f-4622-acb8-66871c6c8fee_Stationary_Engineer_Training_RFP_Fee_Proposal_Template.xlsx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4IMKDIORX%2F20251007%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20251007T015947Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEAEaCXVzLXdlc3QtMiJHMEUCIGmVKw6Ct73fZZuZ25r6fWyq5jqS0pPejOomXbMixm%2FfAiEAwmaIylukDhinlt21lNHUjVuxbuojQyCm2nR2224K894qjAUImv%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgw4OTIzNjQ2ODc2NzIiDFcsylh0gXBunfba4SrgBNovZvV4yA2Rn%2FcyBHVneC8ztsZTjnLH%2FEI5IyER7UyQgx11%2BzFe3hB6dzMY%2BLWpQHD571U1grG5RmQ0mhk4ZRLprSwCZoF8Of140ti%2FzWrK2%2Bfn6puhBescCMjfwE5NXUxK6GIvDhosSo9q3u8ygOmTaeMnlFHKPvEHx7%2BCzYaW3bx%2BxHn4YdV%2Fi6ioT32Bq9Sz36tf3RraeACCtGV%2FlEMuAuXdU773mKxr67kmOQ2dgMcU0uFn72Ho5K6%2BFnhJJNP32ILgwW0Q%2FIR8zdQXvqHID5G3ewNBvlVGg%2BQP0EqnBTO3oJwobbpKiwZmMrNekwSycnQmgMxCOrbCyAmeL7QSnJck3jNGH9AeiK6In%2BUuMEitNKbEs3smfRq8MbFBY0gP3QKUSAZFx8VkxjuSqjQRQj3Q9OV9q%2FYAP3nJgqOkSjjpaEWE1Ia8bV1NLh6r%2BMe0tBIaABjKmtO1wAs2Z7w1wYLhQ4VjM2h2LO1j%2FDOmGBMnBTz56Qh5isbTSdrz9HboBJt9V7Iek8q3Qu6mz4y%2FFsie7yP6UuBjiPqaw5cXwzP4T9bww1NiSy2jcaaJ1gjvk6SE4goIhkiey2jEnNucxwgcxHucp%2Fy%2BZJavo4Y%2FbClau%2FuYV8bojXf9HAUWxhy13TmDAKKZym8OAurauEGiuegQoFKwBLQDKGRn9iqpWL8qpN%2Bl3EpzIZo7NQF7zDs%2FGha8elyU%2Bfux8yMN5kuv8PyAkpexYcFftD0gtCZpkkvtqBwPpVY2rGxRL%2FJ9%2FykWZkfNSqigBkeT9VU14jc34qvpChrK5wZw7ynmUbPFMPTLkccGOpsB4kfDM0clkmVb8aepKp8P4cATTF2qB6Tm5CTGd5Gsl51pOk%2FkeUBFCLGGt5P5lKl4zR6UX1wWckWqiiUewu1qrPWA2SeRRhU8wYvNnsM7MM4YK6BbSNcbljbC7OTJmtrBTfPoNYtY4o7gNWY6aiB2p%2FvAVixmecL4aSO%2Bpv2lle%2BxSqQ1CnKYUiAD89cBRbHhUk37iPB%2BawvOnYw%3D&X-Amz-Signature=e1d5846836c2bfdbafcccdf92ca712ab94005976bc98af2f73852e45c3a9e345&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Stationary_Engineer_Training_RFP_Fee_Proposal_Template.xlsx%22&x-id=GetObject

Page 18 of 26 Release date of October 6, 2025

2. Firm Qualifications

• Experience and expertise of the firm in the development and delivery of stationary engineering-related training.

• Experience and expertise of the proposing firm in the subject(s) proposed.

• Experience and expertise of the proposing firm in the context of a local government/public sector/labor entity facility/environment or as part of a job training program.

• Quality of previously administered courses, including content, materials, format, and adherence to schedule.

• Quality of references provided.

• Recency of projects described.

N/A N/A

3. Team Qualifications

• Experience and expertise of the staff who will be assigned to the proposal.

• Experience and expertise of assigned staff in the subject area(s) proposed.

• Experience of assigned staff in working with culturally diverse groups.

• Experience of assigned staff with audio/ visual technology including the Zoom virtual classroom.

• Experience of assigned staff in facilitating large and small group trainings.

• Availability and accessibility of assigned staff.

Page 19 of 26 Release date of October 6, 2025

4. Fee Proposal

The lowest cost proposal will receive the maximum number of points assigned to the fee proposal evaluation criteria. All other proposals will be assigned points by dividing the amount of the lowest total fee proposed by the amount of their respective total fee proposed and then multiplying the resulting number of the maximum number of points available to receive the proposer's score.

For example, if a total of 20 points is assigned to evaluate the fee proposal, Firm A offers the lowest fee proposal of $1000 and receives all 20 points. Firm B is the next lowest fee proposal that offers $1200 and receives a score of 16.3 points ($1000 divided by $1200 multiplied by 20 points). Firm C has the highest fee proposal that offers $1500 and receives a score of 13.3 ($1000 divided by $1500 multiplied by 20 points).

Firm A Firm B Firm C

Total Cost $1000 $1200 $1500

Calculation $1000/$1000 $1000/$1200 $1000/$1500

Points Achieved 1.0 0.83 0.66

Points (Max of 20) 20 16.3 13.3

5. Preferential Points

Where price is not the sole evaluation factor for a solicitation (e.g., in the case of a "best-value" solicitation), five percent (5%) of the total evaluation points awardable will be added to the proposal score for each Local Business or Local Non-Profit score for evaluation purposes. In the event of a tie between a

Local Business or Local Non-Profit and another bidder, the Local Business or Non-Profit shall be awarded the Contract, assuming agreement on other contract terms.

An additional three percent (3%) preference shall be given to a Local Business or Local Non-profit (for a total of eight percent (8%) of total points awardable) if the proposer is a Small Business or Small Non-

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

Points

Based

(10% of

Total)

5.2. Phase 2

No. Evaluation Criteria Scoring Method Weight (Points)

Page 20 of 26 Release date of October 6, 2025

1. Oral Interview

Following the evaluation of the written proposals, proposers receiving the highest scores will be invited to a 30-minute oral interview. The interview will consist of standard questions covering these areas:

• Experience: Relevance of proposer’s experience as demonstrated by types and complexity of previous work presented. Evidence of the expertise the team brings to the project.

• Communication: Quality of written materials and proposer has submitted.

Clarity in the organization and exposition of the document and the presentation. The ability of the proposer to verbally communicate the skills and qualifications they bring to this project and clear understanding of the scope of work.

• Management: Evidence that previous work was well managed, within budget, and on-time. Documentation of relevant problems and how they were resolved.

After interviewing, the final score for each proposer will be determined by combining the oral interview score with the technical proposal score, for a total score out of 200 points. The

County will award the contract(s) to the firm(s) whose final scores reflect an outstanding ability to provide the services outlined in Section II –

Scope of Work.

6. Instructions to Proposers

6.1. Instructions

Proposers are encouraged to attend a pre-proposal conference on Monday, October 20, 2025, at 11:00 am, to be held at https://smcgov.zoom.us/j/99099444286?pwd=78FlokHxQazeKZMTSs3H08Bi8UYbNe.1.

Passcode:929603. All questions will be addressed at this conference and any available new information will be provided at that time. If you have further questions regarding the RFP, please post them on the eProcurement portal.

Page 21 of 26 Release date of October 6, 2025

6.2. Communications

A. As of the issuance date of this RFP and continuing until it is canceled or an award is made, no proposer or person acting on behalf of a prospective proposer may discuss any matter relating to the RFP with any officer, agent, or employee of the County, other than through eProcurement portal, to the Authorized Contact Person, or as outlined in the evaluation or protest procedures.

B. Proposers (including any agent, owner, employee, board members, or other such affiliates) shall not offer any gift, favor, or other personal benefit to any County officer or employee during the procurement process for this agreement, including during the solicitation period and contract negotiations.

Violation of the foregoing prohibitions may result in a proposer being found non-responsible and barred from participating in this or future procurements.

6.3. Contract Award

A. Award Procedure

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

B. Notice of Intent to Award

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

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

C. Commencement of Performance

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

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

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

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

Page 22 of 26 Release date of October 6, 2025 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

Human Resources Departmentis issuing Request for Proposal (RFP) No. 2026-RFP-00128 for Stationary

Engineer Training Program.

The agreement shall have a Original term of three (3) years . In addition, the County shall have Option to extend the term for an additional two (2) years, for a maximum term of five (5) years., which the County may exercise in its sole, absolute discretion. To exercise this option, the County shall provide written notice to the Contractor at least thirty days before the end of the agreement’s term.

The County’s standard contract template has been included with this solicitation. The awarded contractor will be expected to sign an agreement prepared by the County using this template. Please ensure that your firm has completed legal review of these contract terms. If your firm wishes to request exceptions to these standard terms, submit a Contract Exceptions Request by the Deadline for Questions, Comments and

Contract Exceptions listed in the Solicitation Schedule below. The County will consider Contract

Exceptions Requests but reserves the right to reject requested modifications to its standard terms.

7. Terms and Conditions for Receipt of Proposals

7.1. Errors, Omissions and Inquiries regarding the RFP

Proposers are responsible for reviewing all portions of this RFP. Proposers are to notify the department, in eProcurement portal, if the proposer discovers any ambiguity, discrepancy, omission, or apparent error in the RFP. Such notification should be made promptly after discovery, but in no event later than five business days prior to the deadline for receipt of proposals. Modifications and clarifications will be made by addenda as provided below.

Inquiries regarding the RFP should be lodged in eProcurement portal.

Page 23 of 26 Release date of October 6, 2025

7.2. Objections to RFP Terms

Should a proposer object on any ground to any provision or legal requirement set forth in this RFP, the proposer must, not more than ten calendar days after the RFP is issued, provide written notice to the department, via eProcurement portal, setting forth with specific grounds for the objection.

7.3. Addenda

The County may cancel, revise, or reissue this RFP, in whole or in part, for any reason. Revisions will be posted as Addenda on eProcurement portal. No other revision of this RFP is valid. Proposers shall be responsible for ensuring that their proposals reflects any and all Addenda issued by the County prior to the proposal due date regardless of when a proposal is submitted. Therefore, the County recommends that proposers consult eProcurement portal frequently, including shortly before the proposal due date, to confirm that all Addenda have been downloaded.

7.4. Term of Proposal

Submission of a proposal signifies that the proposed services and prices are valid for the duration of the proposed agreement term and that the quoted prices are genuine and not the result of collusion or any other anti-competitive activity.

7.5. Revision or Withdrawal of Proposal

A proposer may revise a proposal on the proposer’s own initiative at any time before the deadline for submission of proposals. The proposer must submit the revised proposal in the same manner as the original on or before the proposal due date.

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

7.6. Errors and Omissions in Proposal

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

7.7. No Commitment

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

7.8. Financial Responsibility

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

RFP or participating in any presentations or negotiations.

7.9. Estimated Quantity

If the RFP results in an indefinite quantity or a requirements agreement, the goods and services actually requested by the County may be less than the maximum value…