Active SLED Opportunity · CALIFORNIA · COUNTY OF SAN MATEO
AI Summary
San Mateo County seeks an automated Salesforce testing solution to support complex UAT and regression testing for its new property assessment system. The RFP requires experienced firms with Salesforce expertise and offers preferential points for local businesses and non-profits.
San Mateo County is a dynamic and diverse county on the San Francisco Peninsula, spanning approximately 455 square miles between the Pacific Ocean and San Francisco Bay and serving nearly 800,000 residents across 20 incorporated cities and communities that range from dense urban centers to suburban neighborhoods and rural coastal areas.
Established in April 1856, San Mateo County has grown into a nationally recognized hub of innovation and technology at the heart of Silicon Valley. The County boasts a thriving economy supported by industries such as bioscience, internet commerce, computer software, green technology, hospitality, financial management, health care, education, and transportation. What truly defines San Mateo County is its cultural, geographic, and economic diversity.
The County is deeply committed to preserving its natural assets, nearly three-quarters of its land is open space, and agriculture continues to contribute to its economy and culture. San Mateo County provides essential services that protect and enhance the health, safety, welfare, and quality of life of all people, while embracing a tradition of public service, inclusion, and forward-thinking approaches to meeting community needs.
The County has recently implemented a new Assessor Property Assessment System (APAS) to manage the assessment and valuation of properties with San Mateo County. As with any new system, changes and fixes are required as gaps and defects are identified through production usage. As these changes are deployed with new code, the staff within the Assessor Division of the Assessor-County Clerk-Recorder and Elections (ACRE) Department are currently performing highly complex UAT testing of highly detail multistep processes. Because the testing requires a high level of knowledge and expertise in the subject area, only a limited dedicated staff can perform such tests. And because the various modules are so intertwined with each other, a more thorough level of regression testing is also required. However, these staff also have other duties including operational support which limit available time to perform the testing. Thus, the Department is seeking an automated Salesforce testing solution which can increase their available bandwidth or possibly even offload the testing process to other less experienced staff.
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 otherwise 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 otherwise 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 otherwise awardable) if the proposer is a Micro Business or Micro Non-Profit.
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 give a short summary describing how it will perform the relevant work
Describe your proposed approach to tasks/milestones
Attach proposed schedule reference ability to complete the project within the County's required time frame
Refence any notable innovations or improvements that you expect to provide (with respect to, for example, efficiency, technology, sustainability)
Describe a plan for achieving performance measures
Attach information regarding background and qualifications, including 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 2 references for each of the following, including the name, address, and telephone number of recent clients (preferably other public agencies):
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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