County Cost Allocation Plan Services

San Mateo County is seeking a contractor to prepare annual Cost Allocation Plans, reimbursement claims, and related cost documentation for fiscal years 2027 through 2029, with two optional one-year extensions.

San Mateo County > Controller's Office


General
Open
CTL_FY 2027B
Oct 10, 2026 12:00 AM
Sep 19, 2026 04:09 AM
3 years base + 2 × 1 year options
Request for Proposal (RFP)
Local
Ask AI about this solicitation
Original Solicitation Links
Contact
mrwong@smcgov.org
+16505991080
555 County Center, Redwood City, CA, USA
Submission Instructions
Online
Submit the proposal electronically through Public Purchase by the deadline., Register online before submitting.
Description

San Mateo County's Controller's Office is seeking professional services to prepare the County's annual Cost Allocation Plan in accordance with 2 CFR Part 200 and the State Controller's handbook. The contractor will coordinate data collection with County departments, prepare the plan using County financial data, develop related schedules and cost documentation, prepare annual reimbursement claims, incorporate County comments, and provide final plans for submission to the State Controller's Office. The initial agreement term is three years, covering fiscal years 2027 through 2029, with two additional one-year options. Proposals must include a technical proposal, qualifications and project approach, references, a separate fee proposal, minimum qualifications documentation, SAMS good-standing certification, and UEI documentation. The technical proposal is limited to 15 pages, and electronic files must include the proposer's name and solicitation title and number in each filename.

Classification Codes
NAICS541219Other Accounting Services
PSCR547STUDY/ACCOUNTING/FINANCIAL MGT
Smart Codes
cost allocation planninggovernment accounting consultingfinancial reimbursement claims
Specifications
Service Only
Timeline
Sep 18, 2026-Solicitation Release
Oct 03, 2026 12:00 AM-Questions, Comments, and Contract Exceptions Due
Oct 10, 2026 12:00 AM-Proposal Due
Oct 16, 2026-Anticipated Contract Award
Requirements
Required
  • Comprehensive General Liability — $1,000,000.00
  • Motor Vehicle Liability Insurance — $1,000,000.00
  • Professional Liability — $1,000,000.00
  • Cyber Liability - Privacy and Network Security — $5,000,000.00
  • Cyber Liability - Technology Errors and Omissions — $1,000,000.00
Scored
  • Minimum 3 references
  • Client point of contact required for each reference
Location
Local Preference:Local Preference
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