Active SLED Opportunity · CALIFORNIA · COUNTY OF SAN MATEO

    Salesforce Test Automation

    Issued by County of San Mateo
    countyRFPCounty of San MateoSol. 256209
    Open · 5d remaining
    DAYS TO CLOSE
    5
    due Aug 11, 2026
    PUBLISHED
    Jul 28, 2026
    Posting date
    JURISDICTION
    County of
    county
    NAICS CODE
    541512
    AI-classified industry

    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.

    Opportunity details

    Solicitation No.
    256209
    Type / RFx
    RFP
    Status
    open
    Level
    county
    Published Date
    July 28, 2026
    Due Date
    August 11, 2026
    NAICS Code
    541512AI guide
    Agency
    County of San Mateo

    Description

    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.

    Project Details

    • Reference ID: 2027-RFP-00010
    • Department: Office of Assessor-County Clerk- Recorder & Chief Elections Officer
    • Department Head: Director (Mark Church)

    Evaluation Criteria

    • Project Approach (25 pts)
    • Firm Qualifications (20 pts)
    • Team Qualifications (20 pts)
    • Price (25 pts)
    • 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 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.

    Submission Requirements

    • Minimum Qualifications
    • Has Proposer has been providing similar services in the Salesforce Platform for a minimum of three (3) years within the last five (5) years? (required)
    • Account manager has a minimum of three (3) years of experience within the last five (5) years in providing account services? (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)

      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.

    • Project Approach (required)

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

    • 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.
    • 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 2 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.

    • 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 28, 2026Published
    2. August 11, 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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