County of San Mateo Certified Public Accountancy Services for Public Guardian and Public Administrator - RFP No. TBD 2026
San Mateo CountyCounty · Redwood City, CA- Due
- Nov 13, 2026
- 16 days left
- Posted
- Oct 16, 2026
- Contract term
- 1 year
- Primary contact
- Victoria Wright
- (650) 454-4869
The 30-second brief
Certified public accountancy services are needed to support the Public Administrator and Public Guardian programs with preparation and filing of tax returns for decedents, conserved persons, and other cases under the program's jurisdiction in San Mateo County. Services include gathering and reviewing financial records, preparing federal and state individual income tax returns, fiduciary and trust returns, specialized returns, corrective and prior-year returns, and extensions, as well as identifying filing requirements, coordinating with program staff, and ensuring compliance with applicable tax laws and reporting obligations. The solicitation requires compliance with SAM.gov registration, CPA firm licensure, and state board of accountancy standards. Proposals are due by November 13, 2026, with a non-mandatory pre-proposal meeting on October 30, 2026, and question deadline on November 6, 2026.
Project Approach (25%), Firm Qualifications (20%), Team Qualifications (15%), Price (40%)
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Summary
Certified public accountancy services are needed to support the Public Administrator and Public Guardian programs with preparation and filing of tax returns for decedents, conserved persons, and other cases under the program's jurisdiction in San Mateo County.
Services include gathering and reviewing financial records, preparing federal and state individual income tax returns, fiduciary and trust returns, specialized returns, corrective and prior-year returns, and extensions, as well as identifying filing requirements, coordinating with program staff, and ensuring compliance with applicable tax laws and reporting obligations. The solicitation requires compliance with SAM.gov registration, CPA firm licensure, and state board of accountancy standards. Proposals are due by November 13, 2026, with a non-mandatory pre-proposal meeting on October 30, 2026, and question deadline on November 6, 2026.
EVALUATION CRITERIA
- Submit to
- https://procurement.opengov.com/portal/smcgov
- Duration
- 60 months
- Scope location
- Belmont, CA
- Reported agency
- County of San Mateo
Questions about this RFP
How do I respond to this RFP from San Mateo County?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 13, 2026. Submissions should be delivered to: https://procurement.opengov.com/portal/smcgov. For questions, contact Victoria Wright.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including San Mateo County 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 Victoria Wright at (650) 454-4869. Questions and answers are typically shared with all prospective bidders.
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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: "Project Approach (25%), Firm Qualifications (20%), Team Qualifications (15%), Price (40%)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from San Mateo County?
All active and historical solicitations from San Mateo County are tracked and searchable. As a county agency, San Mateo County regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 1 year. Contract terms may include renewal options.
Is this solicitation still open for submissions?
Based on the posted deadline of November 13, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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. Review the full document from San Mateo County for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Belmont, CA. Review the full solicitation for detailed scope requirements.