Active SLED Opportunity · CALIFORNIA · COUNTY OF SAN MATEO

    Request for Proposal for Time Survey Software

    Issued by County of San Mateo
    countyRFPCounty of San MateoSol. 242213
    Open · 18d remaining
    DAYS TO CLOSE
    18
    due Aug 1, 2026
    PUBLISHED
    Jul 10, 2026
    Posting date
    JURISDICTION
    County of
    county
    NAICS CODE
    541512
    AI-classified industry

    AI Summary

    County of San Mateo seeks proposals for a time survey software solution to support staff time reporting for federally and state funded health programs. The solution must integrate with payroll systems, provide configurable workflows, and ensure compliance with reporting requirements. Contract term is three years with an option to renew.

    Opportunity details

    Solicitation No.
    242213
    Type / RFx
    RFP
    Status
    open
    Level
    county
    Published Date
    July 10, 2026
    Due Date
    August 1, 2026
    NAICS Code
    541512AI guide
    Agency
    County of San Mateo

    Description

    County of San Mateo (SMC) Health Administration (County Health) is soliciting proposals from qualified vendors to provide, implement, configure, and support a commercial off-the-shelf (COTS) time survey software solution to support staff time reporting and allocation for participation in the County-Based Medi-Cal Administrative Activities (CMAA) Program, as well as Federal Financial Participation (FFP) and Women, Infants and Children (WIC) programs, and other state and federally funded reimbursement and grant programs. 

    The proposed solution must provide a configurable, user friendly platform that enables County staff to record, review, approve, and report time associated with program-specific activities. The system must integrate with the County’s payroll and timekeeping systems, Automated Time Keeping System (ATKS), to automate the import of employee and organizational data and reduce manual data entry.

    At a minimum, the solution should support:

    • Role-based user access and security permissions;
    • Configurable time survey activities, coding structures, and data fields;
    • Employee and supervisory review and approval workflows;
    • Automated data imports from ATKS;
    • Standard and ad hoc reporting capabilities;
    • Exportable reports and data files to support state and federal claiming requirements;
    • Audit trails and record retention functionality; and
    • Compliance with applicable data security, confidentiality, and privacy requirements.

    County Health administers multiple programs that receive funding through state and federal grants and reimbursement programs. These funding sources require documentation and reporting of staff time devoted to specific activities. As reporting requirements continue to evolve, County Health seeks a solution that improves data accuracy, streamlines administrative processes, enhances reporting capabilities, and supports compliance with applicable program requirements.

    County Health intends to award a contract to the proposer whose solution best meets the requirements set forth in this solicitation and provides the best overall value to the County.

    Background

    The County of San Mateo (“SMC”) covers most of the San Francisco Peninsula. The region covers a total area of 744 square miles and is home to nearly 800,000 residents and 20 incorporated cities. SMC 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. SMC prides itself on how that prosperity fosters its commitment to protecting and enhancing the health, safety, welfare and natural resources of the community.

    County Health includes the following divisions and teams: Aging and Disability Services, Behavioral Health & Recovery Services, Correctional Health Services, Emergency Medical Services, Family Health Services, Health Coverage Unit, LEAP Institute, Public Health, Policy & Planning, San Mateo Medical Center, Environmental Health Services, Administration, Finance, and Health Information Technology.

    The contract for the current time survey vendor is set to expire on December 31, 2026. The selected solution will support County Health’s efforts to improve operational efficiency, data accuracy, reporting capabilities, and compliance with applicable state and federal requirements.

     

    Project Details

    • Reference ID: 2026-RFP-00385
    • Department: Health - Health Administration
    • Department Head: Kimberlee Kimura (Director, San Mateo County Health)

    Important Dates

    • Questions Due: 2026-07-25T00:00:00.000Z

    Evaluation Criteria

    • Project Approach (30 pts)

      Proposer's approach, methodology, or work plan, including understanding of project objectives, proposed solutions and ability to address key challenges with the required scope.

      Must include approach on quality control and data risk management strategies, including measures to ensure accuracy, compliance with Federal, State and County standards and regulations, and mitigation of potential risks.

    • Firm Qualifications (25 pts)

      Proposer's experience and past performing similar services, including demonstrated success on comparable projects, adherence to schedule and overall contract performance.

      San Mateo may contact the references provided by the proposer to verify past performance, including the successful completion of comparable projects, adherence to schedules and overall contract performance.

    • Team Qualifications (20 pts)

      Qualifications, expertise, and availability of key personnel assigned to the project, including specific roles, licenses/certifications (if applicable), and relevant project experience.

    • Price (25 pts)

      Overall costs including pricing structure, cost effectiveness, and reasonableness in relation to required scop of work and market rates

    • Preferential Points (10 pts)

      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.

    Submission Requirements

    • Minimum Qualifications
    • Has Proposer been providing federal or state funded time studies for a minimum of three (3) years within the last seven (7) years? (required)
    • Account manager has a minimum of two (2) years of experience within the last five (5) years in providing solutions that improves the data accuracy, streamline administrative processes, enhance capabilities and support compliance with applicable program requirement (required)
    • Please confirm your firm is registered with System for Award Management (SAM) (required)

      SAM.gov

    • What is the registered Business Name and Unique Entity ID (UEI) No.? (required)
      • 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.
    • Procurement Preference for Local Businesses and Local Non-Profits
    • 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. 

    • Is the Proposer a Non-Profit? (required)

      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. 

    • 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.

    • 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. 

    • 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. 

    • Technical Proposal
    • Introduction and Executive Summary (required)

      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.

    • Statement of Minimum Qualifications (required)

      Please describe the last three (3) years of experience in providing a time survey software solution supporting public sector organizations, healthcare and other entities conducting federally or state funded time studies. Experience supporting CMAA program is highly desireable.

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

    • Project Approach (required)

      Proposer should give a short summary describing the approach and methodology or work plan, including understanding of project objectives, proposed solutions. ability to address key challenges, quality control and risk management strategies and compliance with Federal, State and County regulations.

    • Scope of Work tasks/milestones (required)

      Describe your proposed approach to tasks/milestones

    • Proposed schedule (required)

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

    • Innovations (required)

      Refence any notable innovations or improvements that you expect to provide (with respect to, for example, efficiency, technology, sustainability) 

    • Performance Measures (required)

      Describe a plan for achieving performance measures 

    • Firm Qualifications (required)

      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.
      • If subcontractors are anticipated, identify them (if known) and provide information on how they will be used.
      • The proposer shall adhere to all current applicable federal, state, and local laws, codes and ordinances
      • The proposer shall have enough staff to carry out the project in a timely manner
      • The proposer shall have three (3) years’ experience supporting time studies for CMAA
      • The proposer shall have the ability to adapt to FFP, WIC, and other grant time study requirements.
      • The proposer shall have prior experience providing customization for new time study functionality
      • Experience integrating with payroll/timekeeping system
      • Project understanding: Provide a statement articulating an understanding of the County’s project requirements
      • The proposer shall have a proven history of successful delivery of projects
      • Description of security controls (SOC 2, encryption, backups, disaster recover, etc.)
    • Team Qualifications (required)

      Provide a chart identifying:

          • Project team and reporting structure
          • Lead project manager
          • Role each person will play in the project

      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

    • References (required)

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

    • Fee Proposal (required)

      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.

      A. Payment Terms:

      The contract shall be for three (3) years, with the option for one (1) additional year renewal/extension. Bidders are requested to provide a detailed price quote for (3) years, summarizing annual costs for each year.

      All bidders MUST accept the payment terms of San Mateo County.

      B. Rates:

      Proposer shall submit breakdown of costs for total project

      C. Pricing:

      Price shall be firm fixed for the duration of the contract

    • Agreement term (years) (required)

      Update below if needed.

    • Is there an extension to this agreement? (required)

      Is there an extension to this agreement?

    • Extension (required)

      Modify the extension information below, if needed

    • Will there be a Pre-Proposal Meeting and/or a Site Visit? (required)
    • Include the information that will be covered in the site visit. (required)
    • Require vendors to provide References? (required)
    • References (required)

      How many references are required by the vendor? (Number)

    • Use Electronic Line Item Pricing? (required)
    • Allow vendors to submit Confidential Information? (required)

      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. 

    • Sample Agreement (required)

    Key dates

    1. July 10, 2026Published
    2. August 1, 2026Responses Due

    AI classification tags

    Frequently asked questions

    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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