County of San Mateo - Data and Performance Reporting Support Services - BHRS RFP No.: 2027-003
San Mateo CountyCounty · Redwood City, CA- Due
- Nov 13, 2026
- 16 days left
- Posted
- Oct 26, 2026
- Contract term
- 2 years
- Primary contact
- Elena Tindall
- (650) 380-2475
The 30-second brief
San Mateo County Health, Behavioral Health and Recovery Services (BHRS) is seeking proposals for Data and Performance Reporting Support Services. The contractor will support analytical and data reporting services, manage Electronic Health Record (EHR) systems including Avatar and Epic, and handle recurring reports for DHCS, clinical behavioral health programs, and fiscal reporting. Work includes ad hoc reporting, performance monitoring, budgeting and revenue data support, and staff training. Proposals must not surpass $200,000 during the 2-year term. Submission deadline is November 13, 2026 at 4:00 pm via the eProcurement portal.
Ad hoc reporting of Avatar and Epic Electronic Health Record (EHR) data, Data methodology expertise and report development in BHRS's transition from Avatar to Epic, Support ongoing reporting and mandated reporting to the County, State and Federal government, Create reports to support operational leadership in monitoring performance, Develop and produce reports that support decision making at all levels, Advise on existing report methodology and create new reports to support the transition between EHR Systems, Measure the compliance of BHRS with areas including racial equity, Provide various reports to various directors, Managers, Supervisors, Provide data support to the budget and revenue process, Train BHRS staff to transition specific reporting, Utilize a ticket system to manage service requests, Collaborate with subject matter experts in the development of reporting best practices, Document reporting best practices and report methodology in a shared format
Firm Qualifications (30%), Project Approach (40%), Price (30%)
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Summary
San Mateo County Health, Behavioral Health and Recovery Services (BHRS) is seeking proposals for Data and Performance Reporting Support Services.
The contractor will support analytical and data reporting services, manage Electronic Health Record (EHR) systems including Avatar and Epic, and handle recurring reports for DHCS, clinical behavioral health programs, and fiscal reporting. Work includes ad hoc reporting, performance monitoring, budgeting and revenue data support, and staff training. Proposals must not surpass $200,000 during the 2-year term. Submission deadline is November 13, 2026 at 4:00 pm via the eProcurement portal.
EVALUATION CRITERIA
REQUIRED DELIVERABLES
Ad hoc reporting of Avatar and Epic Electronic Health Record (EHR) data, Data methodology expertise and report development in BHRS's transition from Avatar to Epic, Support ongoing reporting and mandated reporting to the County, State and Federal government, Create reports to support operational leadership in monitoring performance, Develop and produce reports that support decision making at all levels, Advise on existing report methodology and create new reports to support the transition between EHR Systems, Measure the compliance of BHRS with areas including racial equity, Provide various reports to various directors, Managers, Supervisors, Provide data support to the budget and revenue process, Train BHRS staff to transition specific reporting, Utilize a ticket system to manage service requests, Collaborate with subject matter experts in the development of reporting best practices, Document reporting best practices and report methodology in a shared format
REQUIRED ATTACHMENTS
8- SMC Local Business self-attestation form
- Statement of Minimum Qualifications
- Project Approach
- Proposed schedule
- Innovations
- Performance Measures
- References
- Fee Proposal
- Submit to
- https://procurement.opengov.com/portal/smcgov
- Scope location
- San Mateo, 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. 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: https://procurement.opengov.com/portal/smcgov. For questions, contact Elena Tindall.
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 Elena Tindall at (650) 380-2475. Questions and answers are typically shared with all prospective bidders.
What are the key deliverables?
The solicitation specifies the following deliverables: Ad hoc reporting of Avatar and Epic Electronic Health Record (EHR) data, Data methodology expertise and report development in BHRS's transition from Avatar to Epic, Support ongoing reporting and mandated reporting to the County, State and Federal government, Create reports to support operational lea. 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: "Firm Qualifications (30%), Project Approach (40%), Price (30%)" 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 2 years. 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. This solicitation specifically requires the following attachments: SMC Local Business self-attestation form, Statement of Minimum Qualifications, Project Approach, Proposed schedule, Innovations, Performance Measures, References, Fee Proposal. 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: San Mateo, CA. Review the full solicitation for detailed scope requirements.