City of San Mateo Cost Allocation Plan RFP 2026
City of San MateoCity · San Mateo, CA- Due
- Feb 27, 2026
- Deadline passed
- Posted
- Feb 2, 2026
- Primary contact
- Karley Toffey
- (650) 522-7106
The 30-second brief
The City of San Mateo is seeking proposals from qualified consultants to develop a comprehensive Cost Allocation Plan. The plan will be used to incorporate into internal service funds, establish appropriate funding levels, and create a methodology for charging General Fund departments for services.
Cost Allocation Plan, Electronic copy of the final comprehensive review, Computer-based model in Excel
Quality of proposal, Experience in conducting similar fiscal analyses and reports for local government agencies in California, Expertise and experience of the project team, Demonstrated ability to stay on schedule and reasonableness of fees and cost proposal, Availability and staffing, Management approach, Review of references, Requested changes to the City's standard contract for professional services
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Summary
The City of San Mateo is seeking proposals from qualified consultants to develop a comprehensive Cost Allocation Plan. The plan will be used to incorporate into internal service funds, establish appropriate funding levels, and create a methodology for charging General Fund departments for services.
EVALUATION CRITERIA
Quality of proposal, Experience in conducting similar fiscal analyses and reports for local government agencies in California, Expertise and experience of the project team, Demonstrated ability to stay on schedule and reasonableness of fees and cost proposal, Availability and staffing, Management approach, Review of references, Requested changes to the City's standard contract for professional services
REQUIRED DELIVERABLES
3- Cost Allocation Plan
- Electronic copy of the final comprehensive review
- Computer-based model in Excel
REQUIRED ATTACHMENTS
11- Submittal Cover Form and Cover Letter
- Project Approach and Proposed Scope of Work
- Project Schedule and Timeline
- Experience and Qualifications
- Completed Reports
- References
- Resumes and Qualifications of Proposed Personnel
- Fee Schedule
- Conflict of Interest
- Terms and Conditions
- Standard Contract
- Submit to
- [email protected]
Questions about this RFP
How do I respond to this RFP from City of San Mateo?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is February 27, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Karley Toffey.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of San Mateo in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Karley Toffey at (650) 522-7106. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Cost Allocation Plan, Electronic copy of the final comprehensive review, Computer-based model in Excel. Proposals should clearly address how each deliverable will be met.
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What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Quality of proposal, Experience in conducting similar fiscal analyses and reports for local government agencies in California, Expertise and experience of the project team, Demonstrated ability to sta..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of San Mateo?
All active and historical solicitations from City of San Mateo are tracked and searchable. As a city agency, City of San Mateo regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Submittal Cover Form and Cover Letter, Project Approach and Proposed Scope of Work, Project Schedule and Timeline, Experience and Qualifications, Completed Reports, References, Resumes and Qualificati. Review the full document from City of San Mateo for the complete list.