| Location: | California |
|---|---|
| Posted: | Sep 14, 2026 |
| Due: | Sep 28, 2026 |
| Agency: | County of San Diego |
| Type of Government: | State & Local |
| Category: |
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| Solicitation No: | BPM013369 |
| Publication URL: | To access bid details, please log in. |
| RFx Name: | BPM013369 |
| RFx Begin Date (UTC+0): | RFQ - PROFESSIONAL SERVICES FOR STRATEGIC PLANNING REPORT |
| RFx End Date (UTC+0): | 1 |
| Commodities: | 1 |
| RFx Status: | Management advisory services |
| Solicitation Code: | 9/14/2026 10:30:00 AM |
| Lot #: | 9/28/2026 5:00:00 PM |
| Round #: |
14
d 00 h 43 min 53 s |
|
Code
BPM013369
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|
RFx Name
RFQ - PROFESSIONAL SERVICES FOR STRATEGIC PLANNING REPORT
|
|
Lot #
1
|
|
Round #
1
|
|
RFx Begin Date
9/14/2026 10:30:00 AM
|
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RFx End Date
9/28/2026 5:00:00 PM
|
|
Summary
|
|
Contact
Katrina McDonald | Procurement Contracting Officer
|
|
Q&A Start Date
(M/d/yyyy)
9/14/2026
10:30:00 AM
|
|
Q&A End Date
(M/d/yyyy)
9/16/2026
5:00:00 PM
|
1 Record(s)
|
| DEPARTMENT OF PURCHASING AND CONTRACTING 5560 OVERLAND AVENUE, SUITE 270, SAN DIEGO, CALIFORNIA 92123-1204 PHONE (858) 505-6367 FAX (858) 715-6452 | 4 | BRENDA G. MILLER ASSISTANT DIRECTOR |
|---|
| Event Description | Date and Time (San Diego Time) | ||||
|---|---|---|---|---|---|
| Questions due | September 16, 2026 prior to 5:00 p.m. | ||||
| Quotes due | September 28, 2026 prior to 5:00 p.m. |
MAGGIE RAMSBERGER DEPARTMENT OF PURCHASING AND CONTRACTING BRENDA G. MILLER
INTERIM DIRECTOR 5560 OVERLAND AVENUE, SUITE 270, SAN DIEGO, CALIFORNIA 92123-1204 ASSISTANT DIRECTOR
PHONE (858) 505-6367 FAX (858) 715-6452
REQUEST FOR QUOTES (RFQ) 13369
DEPARTMENT OF SAN DIEGO COUNTY FIRE
PROFESSIONAL SERVICES FOR STRATEGIC PLANNING REPORT
September 14, 2026
A. KEY INFORMATION
1. The County of San Diego is seeking quotes from firms interested in providing Professional Services for Strategic
Planning Report ("Offerors").
2. The County anticipates a contract term of an initial (base) period of one (1) year.
3. The County has posted this solicitation on its official BuyNet website at https://sdbuynet.sandiegocounty.gov/. To
see all information related to this RFQ, to submit Questions, and to receive notifications of updates, Offerors must
select "Participate in RFx" for this solicitation in BuyNet.
4. The Contracting Officer for this solicitation is Katrina McDonald, Procurement Contracting Officer
(Katrina.McDonald@sdcounty.ca.gov )
5. Schedule: This timeline is subject to change at any time, at the County's sole discretion. The County will issue an
addendum for changes to the Questions due date, or Quote due date.
Event Description Date and Time (San Diego Time)
Questions due September 16, 2026 prior to 5:00 p.m.
Quotes due September 28, 2026 prior to 5:00 p.m.
6. Questions:
6.1. Offerors should submit all Questions, including requests for clarification related to definition or interpretation
of this RFQ, in writing by the Date and Time specified in the Schedule. Offerors should submit Questions via
BuyNet, by sending a message to the Contracting Officer through the "Discussions" functionality.
6.2. Non-Offerors should direct inquiries regarding this solicitation to the Contracting Officer.
7. Table of Contents:
A. Key Information
B. RFQ Instructions and Rules
C. Submittal Items
D. Required Forms
E. Statement of Work
F. Payment Schedule
G. Draft Agreement
B. RFQ INSTRUCTIONS AND RULES
1. INSTRUCTIONS FOR SUBMITTING A QUOTE
1.1. It is Offeror's responsibility to submit a quote based on the most current RFQ, addenda thereto, County's
responses to Questions, any other information posted on BuyNet, and any diligence material made available by
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13369
DEPARTMENT OF SAN DIEGO COUNTY FIRE
PROFESSIONAL SERVICES FOR STRATEGIC PLANNING REPORT
the County. Offerors are advised to regularly check BuyNet for information. The County has no obligation to
contact Offerors directly with any such RFQ-related information.
1.1.1. To see all information related to this RFQ, to submit Questions, and to receive notifications of
updates, Offerors must select "Participate in RFx" for this solicitation in BuyNet.
1.1.2. If an Offeror is unable to download this document, an Offeror may request a hard copy from
Department of Purchasing and Contracting's front desk or contact clerical support at (858) 505-6367.
1.2. Forms required to be submitted with Offerors response to this RFQ are included in this RFQ or posted on the
County's web site at: https://www.sandiegocounty.gov/content/sdc/purchasing/purchasing-forms.html.
1.2.1. The County may update posted forms from time to time. Unless otherwise specified, Offerors may
submit the version of a form in place as of the date of the posting of this RFQ or any later version
thereof.
1.3. Offeror must submit a complete original quote in accordance with the format provided in this solicitation to the
County of San Diego, Department of Purchasing and Contracting, through electronic upload to BuyNet before
the Date and Time listed in Schedule.
1.3.1. If Offeror is unable to submit via BuyNet for any reason, Offeror may submit its quote via email to the
Contracting Officer listed in this document or provide the Purchasing and Contracting front desk with
either (i) electronic files on CD/DVD; or, (ii) a printed quote. Offeror must prominently mark such
submissions with the RFQ number on the outside of the packaging. Please use this method only if
unable to submit through BuyNet.
2. QUESTIONS
2.1. Offerors shall direct requests for explanation regarding the RFQ or related documents to the Contracting
Officer, in writing, as a question ("Question"). Offerors may submit Questions by sending a message to the
Contracting Officer through the "Discussions" functionality in BuyNet.
2.2. The County may choose not to respond to Questions received after the date and time stated in the Schedule for
Question submission. Offeror is responsible for ensuring that Questions are received by the County.
3. QUOTE FORMAT
3.1. Submit electronic quotes as files in .pdf format, except where specified otherwise. For pages other than
signature pages, converted and searchable formats are preferred.
3.2. All quotes shall be signed with a handwritten signature by an authorized officer or employee of Offeror.
4. QUOTE ORGANIZATION
4.1. Your quote should be organized in accordance with the Submittal Items in this RFQ.
4.1.1. Offerors shall organize content to correspond to the applicable exhibit and question or item within
each exhibit.
4.1.2. Offerors shall separate each exhibit into one or more files, clearly named as to the exhibit and order.
4.1.3. Pages shall be consecutively numbered within each exhibit at the bottom or top margin of each page.
4.1.4. Cost/Price information:
4.1.4.1. Offerors must place all cost and pricing information within the Cost/Price exhibit. Price shall
be inclusive of all proposed compensation.
4.2. Confidential/Proprietary information:
4.2.1. The County is a public agency subject to the California Public Records Act, Government Code
7920.000, et seq. Some or all of the documents submitted in response to this RFQ may be subject to
disclosure, and the County intends to publish any resulting contracts to its public website.
4.2.2. It is Offeror's responsibility to identify and separate into a "CONFIDENTIAL/PROPRIETARY"
exhibit and to provide a signed Nondisclosure Indemnification Agreement for:
4.2.2.1. All confidential information that Offeror represents, with legal basis, is exempt from
disclosure pursuant to the California Public Records Act, including PI (Personal Information),
PII (Personally Identifiable Information), or PHI (Protected Health Information);
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13369
DEPARTMENT OF SAN DIEGO COUNTY FIRE
PROFESSIONAL SERVICES FOR STRATEGIC PLANNING REPORT
4.2.2.2. Any proprietary or other information Offeror represents, with legal basis, is exempt from
disclosure under the California Public Records Act and wishes to protect from disclosure.
4.2.3. The "CONFIDENTIAL/PROPRIETARY" exhibit must be clearly labeled with all pages marked as
"CONFIDENTIAL/PROPRIETARY."
4.2.4. Offeror should reference material in the "CONFIDENTIAL/PROPRIETARY" exhibit where it is
needed to respond to a Submittal Item through citation to the "CONFIDENTIAL/PROPRIETARY"
exhibit (for example "See response 1 contained within the 'CONFIDENTIAL/PROPRIETARY'
exhibit for staff Social Security numbers").
4.2.5. If the County determines that a submission improperly designates information as confidential or
proprietary, the County may, at its sole discretion: (i) deem the information releasable; (ii) declare the
submission non-conforming/non-responsive; (iii) remove such information, or (iv) take any other
appropriate action. (Note: Pricing and Terms and Conditions are generally not confidential under the
California Public Records Act).
5. QUOTE EVALUATION
5.1. Evaluations may consider factors such as technical merit, experience, capacity, history of Offeror compliance,
availability, price, and more to determine the quote(s) that provide the best value to the County.
5.2. During evaluation, the County may appropriately consider the sustainability and social, human health,
environmental, and economic impact of Offeror's proposed products and/or approach to providing goods and/or
services, in accordance with Board Policy B-67. Therefore, Offerors are encouraged to include relevant
information in their quotes, to the degree related to the goods or services sought.
5.3. During evaluation, the County may appropriately evaluate the cultural competency of Offeror and Offeror's
proposed approach to providing goods and services. Therefore, Offerors are encouraged to include relevant
information in their quotes, to the degree related to the goods or services sought.
5.4. When evaluating an Offeror's cost or pricing, the County may also consider the effect of the quote on the overall
total cost to the County.
6. COUNTY COMMITMENT
6.1. This RFQ does not commit the County to award a contract, nor does it commit the County to pay any of
Offeror's costs incurred in the preparation or submission of the quote. Further, Offeror shall not incur any
reimbursable cost in anticipation of a contract award.
6.2. Neither Offeror nor any of its representatives shall have any claims whatsoever against the County or any of its
respective officials, agents, or employees arising out of or relating to this RFQ or these procedures (other than
those arising under a definitive contract with Offeror in accordance with the terms thereof).
6.3. The County reserves the right to separately procure the same or similar goods or services.
6.4. The County may withhold all information regarding this procurement until after negotiations are complete,
including, but not limited to: the number of quotes received; the identity of Offeror(s); the content of quotes;
the County's evaluation and results thereof. Information releasable after the conclusion of negotiations is
subject to the disclosure requirements and withholding exemptions of the California Public Records Act.
6.5. Pursuant to County Charter 703.10 and 916, award of a contract resulting from this RFQ may be subject to
the County's requirement to determine that the services can be provided more economically and efficiently by
an independent contractor than by persons employed in the Classified Service.
6.6. In the event that an Offeror is involved in a merger, acquisition, or other change in control, the County reserves
the right to award a contract to a resulting entity.
7. DILIGENCE AND DUTY TO INQUIRE
7.1. Should Offeror find discrepancies in or omissions from, or be in doubt as to the meaning of, the RFQ or related
documents, Offeror shall have a duty to submit a Question to the County.
7.2. Offerors are expected to perform reasonable due diligence with regard to this RFQ and the work required,
including, but not limited to, information that is publicly or otherwise reasonably available and, if applicable,
information that can be obtained during a site visit (including verification of measurements, conditions, and
other attributes). Neither the selected Offeror(s), nor any Offerors, shall be entitled to any price adjustment or
other relief based upon information that was discovered or should have been discovered through due diligence.
Page 3 of 37
COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13369
DEPARTMENT OF SAN DIEGO COUNTY FIRE
PROFESSIONAL SERVICES FOR STRATEGIC PLANNING REPORT
7.3. The County makes no representation or warranty, express or implied, as to the accuracy or completeness of any
diligence material or other information provided by the County or any of its agents, representatives, contractors,
or consultants. Such information may reflect good faith assumptions, estimates, or projections, which may or
may not prove to be correct.
7.4. Offeror should not rely upon oral statements made or explanations given by the County, including any oral
responses to Questions or other inquiries. No prior, current, or post award communication(s) with any officer,
agent, or employee of the County shall affect or modify any terms or requirements of this RFQ, except as
explicitly provided for in this RFQ.
8. OFFEROR COMMUNICATIONS
8.1. All communications from Offeror (including its employees, agents, and representatives) to the County or its
officers and employees (including consultants working on or assisting with this procurement), related to this
RFQ or Offeror's quote, must be directed in writing exclusively to the Contracting Officer, unless otherwise
authorized in writing by the Contracting Officer. Offerors shall not communicate with or attempt to contact any
other County personnel about this solicitation, except as otherwise allowed for in this RFQ or by law. Any
improper contact may, at the County's sole discretion, cause Offeror to be removed from consideration for
contract award.
8.2. If Offeror issues any public announcement or otherwise engages in communication that, in the County's sole
determination, compromises the integrity of this RFQ process or attempts to restrain competition, Offeror may
be removed from consideration for award.
8.3. Audio and/or video recording of presentations, discussions, negotiations, or other communications with the
County regarding this RFQ are prohibited, unless specifically authorized in writing by the Contracting Officer.
9. SOLICITING EMPLOYEES
9.1. Until contract award, Offerors shall not, directly or indirectly, solicit any employee of the County to leave the
County's employ in order to accept employment with Offeror, its affiliates, actual or prospective contractors,
or any person acting in concert with Offeror without prior written approval of the County's Contracting Officer.
This paragraph does not prevent the employment by Offeror of a County employee who has initiated contact
with Offeror.
10. PROHIBITED CONTRACTS AND SUBCONTRACTS
10.1. In accordance with Section 67 of the San Diego County Administrative Code, the County shall not contract
with, and shall reject any quote submitted by, the person or entities specified below, unless the Board of
Supervisors finds that special circumstances exist which justify the approval of such contract:
10.1.1. Persons employed by the County or of public agencies for which the Board of Supervisors is the
governing body;
10.1.2. Profit-making firms or businesses in which employees described in subsection 11.1.1 serve as
officers, principals, partners, or major shareholders;
10.1.3. Persons who, within the immediately preceding twelve (12) months, came within the provisions of
subsection 11.1.1 and who (i) were employed in positions of substantial responsibility in the area of
service to be performed by the contract; or, (ii) participated in any way in developing the contract or
its service specifications; and
10.1.4. Profit-making firms or businesses in which the former employees described in subsection 11.1.3 serve
as officers, principals, partners, or major shareholders.
10.2. Per Board Policy A-79, a successful Offeror that is a non-profit corporation shall not subcontract any work
under the agreement with a related for-profit subcontractor where an interlocking directorate, management, or
ownership relationship exists, unless specifically authorized by the Board of Supervisors.
10.3. Offeror certifies that, if awarded a contract under this RFQ, such contract will be in compliance with Sections
11.1 and 11.2 above. Offeror shall promptly notify the County of any change in circumstance affecting these
provisions.
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13369
DEPARTMENT OF SAN DIEGO COUNTY FIRE
PROFESSIONAL SERVICES FOR STRATEGIC PLANNING REPORT
11. CALIFORNIA REVENUE & TAXATION CODE 18662
11.1. In compliance with California Revenue and Taxation Code 18662, if Offeror is a non-resident of California
(out-of-state invoices) that receives California source income and has not completed Franchise Tax Board Form
590, there may be a backup withholding on all payments. Fifteen (15) business days prior to the first payment
from the County, new suppliers or suppliers with expired forms or forms with incorrect information must submit
new forms to the County (forms are available from the Franchise Tax Board website listed below).
11.2. Under certain circumstances, Offerors may be eligible for reduced or waived nonresident withholding. If
Offeror has already received a waiver or a reduced withholding response from the State of California and the
response remains valid, Offeror should submit the response to the County in lieu of the forms. Failure to submit
the required forms will result in withholding of payments. Offerors should access the Franchise Tax Board
websites, listed below, for tax forms and relevant information regarding non-resident withholding, including
waivers or reductions. The County will not give Offerors any tax advice. It is recommended that Offerors speak
with their tax advisers and/or the State of California for guidance.
Franchise Tax Board Websites:
https://www.ftb.ca.gov
https://www.ftb.ca.gov/forms/search/
11.3. If selected for award, Offeror must submit applicable forms to the Auditor & Controller via fax, at (858) 694-
2060, or mail originals to: County of San Diego, 5530 Overland Avenue, Suite 410, San Diego, CA 92123. The
P.O. Number or Contract Number (if available) and "California Revenue and Taxation Code 18662" must
appear on fax cover sheet and/or the outside of the mailing envelope.
12. W-9 FORM
12.1. If selected for award, Offeror must complete and submit a W-9 form if a current form is not on file with the
County.
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13369
DEPARTMENT OF SAN DIEGO COUNTY FIRE
PROFESSIONAL SERVICES FOR STRATEGIC PLANNING REPORT
C. SUBMITTAL ITEMS
Offeror's response to Submittal Questionnaire shall be no more than ten (10) pages excluding attachments (e.g., resumes or
other supporting documents). Attachments are for additional documentation to support the narrative and are not to be used
to extend the narrative beyond the page limitation. When including attachments, reference the specific supporting
information in the applicable portion(s) of your narrative response.
1. EXHIBIT 1 - REQUIRED FORMS
1.1 Submit a completed and signed Offeror's Cover Page (PC600) form
* Required for all Offerors
* located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Page.pdf
1.2 Submit a completed and signed Representations and Certifications form (PC601)
* Required for all Offerors
* located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC601_dpc_Reps_and_Certs.pdf
1.3 Submit a completed and signed Small-Local Business Self-Certification Form (PC610)
* All Offerors are encouraged to complete this form to support County data collection.
* located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC610_dpc_Small_Local_Self_Cert.pdf
1.4 Submit a completed Small-Local Business Subcontractor Utilization Plan (PC611)
* If proposing Subcontractor's complete this form.
* located at: https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC611_dpc_SLB_Sub_Utilization.pdf
1.5 Submit a completed and signed Nondisclosure Indemnification Agreement (PC620) (if applicable).
* Required if submitting Confidential/Proprietary Information (see RFQ Instructions and Rules section 4.2)
* located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf
2. EXHIBIT 2 - PROGRAM/TECHNICAL EXHIBIT
2A - EXPERIENCE
2.1 Confirm (YES/NO) The Offeror has read, understands and accepts the Statement of Work (SOW) as referenced
in Section F - Statement of Work. Offeror understands that by marking YES, Offeror may not introduce
negotiations to Section F upon award.
YES NO
2.1.1 If Offeror has exceptions to any requirements, provide a marked up redline version of the SOW that
provides applicable alternative language along with supporting explanation to support any alternative
standards/language being proposed. Failure to specifically reject a proposed requirement(s) will be
deemed an acceptance of such requirement. By accepting, Offeror may not introduce negotiations to
Exhibit A requirements upon award.
2.2 Confirm (YES/NO) that Offeror is able to provide all requirements listed in Exhibit F - Statement of Work
Sections 2 - 4
YES NO
2.2.1 If YES, include years of experience and describe your organization's experience with providing same
or similar services.
2.2.2 If NO, provide a summary or brief narrative explaining which statement you cannot fulfill and what
alternative you would propose to meet the service requirements.
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13369
DEPARTMENT OF SAN DIEGO COUNTY FIRE
PROFESSIONAL SERVICES FOR STRATEGIC PLANNING REPORT
2.3 Confirm (YES/NO) whether the Offeror can provide services to the Focus Population listed in Section 3 of the
Statement of Work.
2.3.1 If NO, provide a brief narrative explaining which areas you cannot fulfill and why.
2B - COMPANY AND PERSONNEL INFORMATION
2.4 Describe the Offeror's overall experience providing strategic planning, organizational assessments, system-
mapping analysis, stakeholder engagement, operational workflow evaluation and related consulting services for
fire agencies, emergency services organizations, or other public safety entities. Indicate the lines of
organizational management, authority and responsibility. If any operational components will be provided
through a subcontractor, Offeror shall clearly illustrate the lines of accountability.
2.4.1 Identify all proposed team members and their role in meeting the requirements of the SOW. Attach
resumes of proposed primary/lead team members. Include experience relevant to implementing the
requirement of the SOW. (Do not include personally identifying information such as address or phone
number on resumes).
2.4.2 If proposing the use of subcontractors, outline any anticipated use. For each known subcontractor,
provide the subcontractor's information in PC611.
2.5 Describe your methodology for fulfilling the requirements in Section 2 through 4 of the SOW, including
document review, workforce assessment, systems-based workflow mapping, survey administration, in-person
engagement sessions, data synthesis, and strategic plan development.
2C - REFERENCES
2.6 Provide two (2) verifiable business references for the Offeror's most relevant similar projects or programs within
the past five (5) years. Each reference should include the following:
2.6.1 Company or Agency name
2.6.2 Company mailing address, phone number, and email address
2.6.3 Dates of services provided
2.6.4 Contact Name, Position
2.6.5 Contact person(s) representing the reference organization, title, phone, and email address. The
referenced contract person must be familiar with the Offeror and the Offeror's relevant experience and
performance.
2.6.6 County staff may verify the information. The County will make reasonable attempts to contact any
reference, and the inability to contact a reference may be treated as unfavorable reference for evaluation
purposes. An unfavorable response is a response from a listed reference stating they would not enlist the
organization to perform services again in the future, or comments provided that the County deems to be
substantially negative or reflective of substandard services.
2.6.7 The County reserves the right to contact County departments or any other agency for which the
organization has previously performed under contract. The County also reserves the right to make its
own inquiries to other sources for which services have been performed but are not listed. The County
may, at its sole discretion, disqualify a vendor if the requested number of references stated is not
provided or responses are considered unfavorable. Do not use County of San Diego staff as reference.
3. EXHIBIT 3 - COST/PRICE EXHIBIT
3.1 Submit a completed Payment Schedule.
4. EXHIBIT 4 - ACCEPTANCE OF TERMS AND CONDITIONS
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13369
DEPARTMENT OF SAN DIEGO COUNTY FIRE
PROFESSIONAL SERVICES FOR STRATEGIC PLANNING REPORT
4.1 Confirm acceptance "YES/NO" of the County of San Diego's Draft Agreement (including insurance
requirements):
YES NO
4.1.1 If "NO," provide a detailed list of exceptions to the terms and conditions, the nature of its concern, and
what terms the Offeror is willing to accept.
Note: The Offeror will be deemed to have accepted any terms and conditions of the Contract to which
it does not take exception to. The County may, as part of its evaluation process, conclude that exceptions
are so numerous and/or material as to make Offeror's response to the solicitation unacceptable.
4.2 Provide disclosure of any lawsuits, pending litigation and/or investigation that involve failure or alleged failure
to delivery performance on contracts and/or lawsuits/litigation that may directly impact this contract (e.g., non-
compliance with legal requirements).
4.2.1 Provide information regarding status, resolution, and if any, penalties, fines or other actions required.
If there are none, state "None" in your response.
5. EXHIBIT 5 - CONFIDENTIAL PROPRIETARY
5.1 Include any Confidential/Proprietary Information in this exhibit, in accordance with RFQ Instructions and Rules
section 4.2
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13369
DEPARTMENT OF SAN DIEGO COUNTY FIRE
PROFESSIONAL SERVICES FOR STRATEGIC PLANNING REPORT
D. REQUIRED FORMS
(RESERVED)
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13369
DEPARTMENT OF SAN DIEGO COUNTY FIRE
PROFESSIONAL SERVICES FOR STRATEGIC PLANNING REPORT
E. STATEMENT OF WORK
1. Overview
Contractor shall provide professional services to develop a strategic plan report to assist San Diego County Fire (SDCF) in
evaluating organizational priorities, strengthening interagency coordination and communication, and developing an updated
strategic framework that supports fire suppression, fire prevention, rescue operations, and Emergency Medical Services (EMS).
2. Goals and Outcomes
2.1. Contractor shall provide the services described herein to accomplish the following goals and objectives:
2.1.1. Improve existing communication systems, suggest new communication systems (if applicable), and update
organizational strategic priorities based on the assessment of existing communication processes and planning needs.
2.1.2. Enhance collaboration among SDCF leadership, frontline staff, County personnel, and community partners to
identify operational gaps, refine strategic properties, and improve organizational coordination.
2.1.3. Develop a clear, actionable strategic plan that includes updated goals and objectives, stakeholder input, a system-
based assessment, and coordinated planning to guide future organizational priorities.
3. Focus Population
3.1. Contractor shall provide services to SDCF leadership, CAL FIRE leadership, designated SDCF personnel, and other
stakeholders identified by the County, or County designee.
4. General Requirements
4.1. Contractor shall perform the following:
4.1.1. Conduct a comprehensive document review, including current plans, operational data, and response records, to
inform updated planning and decision-making.
4.1.2. Conduct workforce optimization assessments across all staff levels to evaluate staffing, workflows, and resource
allocation and identify opportunities to improve operational efficiency and effectiveness.
4.1.3. Conduct a systems-based workflow assessment (system-of-systems map) to identify operational friction points,
interdependencies, and gaps between mission systems and supporting systems, ensuring all strategic goals accurately
reflect organizational workflows.
4.1.4. Conduct a two (2)-day in-person working session at a single location agreed upon by the Contracting Officer's
Representative (COR) or designee and Contractor.
4.1.5. Administer an online survey to various levels of County staff, County Fire Chiefs, Fire Safe Councils, Community
Emergency Response Teams (CERT), and Community Planning Groups to collect insights on operational and
administrative priorities.
4.1.5.1. Include a statement indicating that the information collected in the survey is not considered confidential.
4.1.5.2. Use an identifier number for each respondent rather than collecting names.
4.1.6. Conduct in-person staff sessions, with the County, across strategic locations throughout the service area (number and
duration to be determined) to gather operational input and discuss priorities.
4.1.7. Facilitate engagement sessions with community partners, including Fire Safe Councils, CERT programs, and
Community Planning Groups, to strengthen trust and coordination between agencies and the communities they serve.
4.1.8. Facilitate a structured review of existing strategic goals and objectives using a Keep/Merge/Reframe/Retire, or
similar, decision framework informed by data, staff feedback, and results from the system-mapping assessment.
4.1.9. Prepare and deliver a Board-ready presentation for submission at the request of the COR or designee.
4.1.10. Create a public-facing summary specifically built for posting on the SDCF website to ensure transparent, accessible
communication for community stakeholders.
4.1.11. Produce a five (5) year strategic plan, including graphics, with updated operational and administrative details,
accompanied by an executive summary prepared for leadership review.
4.1.12. Provide a minimum of one hundred (100) printed copies of the completed strategic plan to SDCF.
4.1.13. Provide SDCF with the final strategic plan electronic file, in an agreed upon format.
Page 10 of 37

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City of Lake Forest
Bid Due: 11/04/2026
...Project: [UPCOMING] RFP for Plan Bay Area 2060 Advanced Technologies Strategic Roadmap Ref. ...
Association of Bay Area Governments
Bid Due: 11/05/2026
.... The resulting Strategic Plan is intended to guide District decision-making, annual work ...
Valley Sanitary District
Bid Due: 11/06/2026