Data and Performance Reporting Support Services

San Mateo County Health, Behavioral Health and Recovery Services (BHRS) is seeking proposals from qualified firms (hereinafter referred to as “Proposers”) to provide Data and Performance Reporting Support Services. Proposers must meet the minimum qualifications and requirements as set forth within this Request for Proposal (RFP) and be capable of providing the services identified in the Scope of Work herein. SMC/BHRS expects the successful Proposer(s) to provide the services in accordance with the terms and conditions set forth in the Sample Contract.

Please note: Any proposals submitted with a total budget surpassing **$200,000** during the 2-year term will not be considered.

BHRS is seeking proposals from qualified contractors to provide data and performance reporting support services. The selected Proposer will be expected to support executive and management leadership in the decision-making process, the planning and development of services, the reorganization of BHRS processes, training of BHRS staff on the specifications and methodology of new and existing reporting, and the monitoring of performance measures.

Services to be Provided

Contractor will support analytical and reporting data services. Contractor shall comply with County data requirements and any applicable DHCS or other reporting requirements. Tasks and deliverables shall include, but not be limited to, the following:

1. Provide ad hoc reporting of Avatar and Epic Electronic Health Record (EHR) data.
2. Provide data methodology expertise and report development in BHRS’s transition from Avatar to Epic.
3. Support ongoing reporting and mandated reporting to the County, State and Federal government.
4. Create reports to support operational leadership in monitoring performance.
5. Develop and produce reports that support decision making at all levels.
6. Advise on existing report methodology and create new reports to support the transition between EHR Systems.
7. Measure the compliance of BHRS with areas, including racial equity.
8. Provide various reports to various directors, managers, supervisors.
9. Provide data support to the budget and revenue process.
10. Train BHRS staff to transition specific reporting, as needed.
11. Utilize a ticket system to manage service requests. The BHRS contract monitor will have access to this system to create reports regarding the status of tickets, workload, etc.
12. Collaborate with subject matter experts in the development of reporting best practices.
13. Document reporting best practices and report methodology in a shared format and space accessible to other staff.

Performance Objectives

• Deliver all scheduled reports on time.
• Provide full documentation of data methodology and train BHRS team on critical recurring reports.

Performance Measures

• On-time report delivery rate >95%.
• Comprehensive data methodology documentation for >95% of reports completed.

Submission

Proposals must be electronically received by **4:00 pm, on Friday, November 13, 2026 via eProcurement system** (https://procurement.opengov.com/portal/smcgov). Allow sufficient time for the upload to complete by the Due Date and Time. Partial uploads will automatically terminate, and proposals will be rejected. The *Fee Proposal* should be submitted as a separate PDF file from the Technical Proposals. PDF format is preferred.

Evaluation

• Firm Qualifications: 30 points
• Project Approach: 40 points
• Price: 30 points

Proposers with the highest scoring proposals may be interviewed by the committee to make the final selection.

Term

The agreement shall have a term of two (2) years. In addition, the County shall have one (1) option to extend the term for an additional period not to exceed three years, which the County may exercise in its sole, absolute discretion.

Insurance

• Comprehensive General Liability: $1,000,000
• Motor Vehicle Liability Insurance: $1,000,000
• Professional Liability: $1,000,000

There will be no pre-proposal conference or site visit for this project.