Active SLED Opportunity · CALIFORNIA · COUNTY OF SAN MATEO
AI Summary
County of San Mateo seeks a qualified facilitator to lead a Permit Entitlement Blue Ribbon Task Force. The goal is to assess and improve the Planning and Building Department's permit process through operational analysis, stakeholder engagement, and Lean process improvements. Proposals due by July 27, 2026.
The County Executive’s Office is seeking proposals from qualified contractors to serve as a facilitator to convene, support, and lead a newly established ad hoc Permit Entitlement Blue Ribbon Task Force. The selected contractor will guide the task force through a comprehensive, evidence-based assessment of the County’s Planning and Building Department and the permit entitlement process. The ultimate objective of this initiative is to identify operational shortcomings and constraints, evaluate customer experience, and develop “S.M.A.R.T.” goals paired with Lean Process Improvements to maximize operational efficiency, reduce the amount it time it takes for permit issuance, and revolutionize departmental service delivery.
The County Planning and Building Department prepares, administers, and enforces land use plans and development regulations that protect public health and safety, preserve agricultural and environmental resources, address housing and transportation needs, and create healthy and prosperous communities.
As part of this mission, the Planning and Building Department manages the County’s permit entitlement and construction review processes to ensure all property development in the unincorporated areas of the County meet applicable land use, building, health, safety, and environmental standards. This complex ecosystem involves multiple core business workflows, including permit application intake and assignment, application processing, plan review, applicant communication, and inspections. The permit entitlement process also often requires coordinated reviews and approvals from other County departments and external permitting jurisdictions, such as local fire, water, and sewer districts. Because of the many agencies and complex processes involved, operational alignment and efficiency are critical.
To enhance operational efficiency, modernize workflows, reduce permit entitlement duration, and improve customer experience, the County Executive’s Office is establishing a Permit Entitlement Blue Ribbon Task Force. Balanced geographically with members representing the Coastside and the Bayside areas (as defined in the Scope of Work), the taskforce will consist of key community stakeholders who regularly interact with the County’s permitting systems, including contractors, developers, business owners, environmentalists, residents, and architects.
The County requires an expert external facilitator who is well-versed in organizational optimization, government operations, conducting SWOT analyses, developing S.M.A.R.T. goals, and leading Lean process improvements to convene and lead this taskforce, in close collaboration with County staff.
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.
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.
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.
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.
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.
Submit a letter of introduction and executive summary of the proposal. The letter must contain:
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.
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.
This section should correlate to the Scope of Work. Proposer should explain how it will perform the relevant work, including a detailed plan for how it will approach each phase of this project identified in the Scope of Work and complete these phases according to the County's expected timeline.
Attach a proposed schedule that references Proposer's ability to complete the project within the County's expected time frame. Although this RFP identifies certain Key Milestones for each phase of the project, the Proposer should attach a more detailed schedule which explains how it will timely complete the required deliverables within each phase.
Refence any notable innovations or improvements that you expect to provide (with respect to, for example, efficiency, technology, sustainability)
Identify relevant performance measures and describe a plan for achieving these performance measures.
Provide a statement of qualifications for your organization to demonstrate your organization’s ability to complete the work required by this contract. Include a statement of the following:
Provide a chart identifying:
Provide a brief description of the experience and qualifications of the project team members, including short resumes if desired.
Written assurance that the key individuals listed and identified will be performing the work and will not be substituted or reassigned without the County’s prior approval
Provide 3 references from successfully completed projects of similar nature to that described in this RFP document, including the name of the organization for which work was performed, and the name, phone number, and email address of an individual at the organization who was responsible for managing and accepting the work. Ensure that contact information is current. If the County cannot contact the reference because of incorrect information, the reference will be deemed not have been provided.
The Fee Proposal should be submitted as a separate PDF file from the Technical Proposals detailed in Required Documents.
The County reserves the right to accept other than the lowest priced offer and to reject any proposals that are not responsive to this request.
Update below if needed.
Is there an extension to this agreement?
Modify the extension information below, if needed
How many references are required by the vendor? (Number)
In rare circumstances where there is an expectation that proposers will need to submit trade secrets or other confidential information in order to respond to an RFP.
SLED stands for State, Local, and Education. These are solicitations issued by state governments, counties, cities, school districts, utilities, and higher education institutions — as opposed to federal agencies.
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