Organizational Change Management (OCM) Study

San Mateo County is issuing a Request for Proposals for an Organizational Change Management (OCM) Study to assess and align the Assessor-County Clerk-Recorder & Elections (ACRE) division's 167-person workforce, organizational structure, and business processes with emerging technologies including Artificial Intelligence, Machine Learning, and Intelligent Agents. The consultant will evaluate impacts on job classifications, workflows, and service delivery while reviewing integration and interoperability of key business systems including Salesforce, GIS, document management, and election platforms serving nearly 800,000 residents. Required deliverables include project work plans, as-is and to-be organizational charts, revised classification plans with job descriptions, workflow analysis reports, a comprehensive OCM study report with recommendations, and public-facing materials for board presentations and meet-and-confer processes. The evaluation criteria weight experience with similar public-sector technology transformation projects at 25 percent, project understanding at 20 percent, team qualifications at 15 percent, proposal clarity at 10 percent, references at 10 percent, and cost at 10 percent. The mandatory pre-proposal meeting is scheduled for February 17, 2026, at 3:00 p.m. via MS Teams, with a deadline for questions and contract exceptions of February 20, 2026, at 5:00 p.m. Proposals are due February 27, 2026, at 5:00 p.m., with interviews tentatively scheduled for March 16, 2026, and an anticipated contract award date of March 30, 2026. The contract term is six months with no renewal options mentioned.

An additional 10 percent in preferential points is available for local businesses or non-profits, with enhanced preferences for small or micro businesses and non-profits, though specific set-aside percentages are not detailed. Proposers must register with the System for Award Management (SAM.gov) and submit via the County's eProcurement portal. The RFP does not specify pricing information, funding source amounts, or award value ranges, though the contract templates provided indicate that agreements may be structured under or over $200,000 depending on final scope and cost proposals. Contractors must maintain comprehensive insurance coverage including workers' compensation, general liability of at least $1,000,000, motor vehicle liability of $1,000,000, and professional liability of $1,000,000, with the County named as additional insured. All work products created under the agreement become the exclusive property of San Mateo County, and contractors must comply with applicable federal, state, and local laws including HIPAA, the Americans with Disabilities Act, Section 504 of the Rehabilitation Act, prevailing wage requirements, and the County's Living Wage Ordinance. No incumbent vendors or current contractors are identified in the available documentation.