RFQ - SENIOR PROJECT MANAGER FOR THE ASSESSOR ENTERPRISE MODERNIZATION PROGRAM

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) 13360
DEPARTMENT OF ASSESSOR, RECORDER AND COUNTY CLERK
SENIOR PROJECT MANAGER FOR THE ASSESSOR ENTERPRISE MODERNIZATION PROGRAM
September 18, 2026
A. KEY INFORMATION
1. The County of San Diego is seeking quotes from firms interested in providing Senior Project Manager Services
for the Assessor Enterprise Modernization Program ("Offerors").
2. The County anticipates a contract term of an initial (base) period of one (1) year, with four (4) one-year option
periods.
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 Joseph Hirschy, Interim Sr. Procurement Contracting Officer
(Josephr.hirschy@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.
6. Interviews: The County may conduct interviews with individuals proposed by Offerors determined to be within
the competitive range and who meet all Mandatory Minimum Requirements listed in Submittal Items Section
2A. Interviews will be a maximum of thirty minutes and scheduled by the County. Offerors must ensure the
proposed individual is available to participate in an interview to remain eligible for award.
Event Description Date and Time (San Diego Time)
Questions due October 16, 2026 prior to 5:00 p.m.
Quotes due November 6, 2026 prior to 5:00 p.m.
Tentative Interview dates: November 14-22, 2026
7. Questions:
7.1. 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.
7.2. Non-Offerors should direct inquiries regarding this solicitation to the Contracting Officer.
8. 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

COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13360
DEPARTMENT OF ASSESSOR, RECORDER AND COUNTY CLERK
SENIOR PROJECT MANAGER FOR THE ASSESSOR ENTERPRISE MODERNIZATION PROGRAM
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 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.
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13360
DEPARTMENT OF ASSESSOR, RECORDER AND COUNTY CLERK
SENIOR PROJECT MANAGER FOR THE ASSESSOR ENTERPRISE MODERNIZATION PROGRAM
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);
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
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13360
DEPARTMENT OF ASSESSOR, RECORDER AND COUNTY CLERK
SENIOR PROJECT MANAGER FOR THE ASSESSOR ENTERPRISE MODERNIZATION PROGRAM
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.
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:
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13360
DEPARTMENT OF ASSESSOR, RECORDER AND COUNTY CLERK
SENIOR PROJECT MANAGER FOR THE ASSESSOR ENTERPRISE MODERNIZATION PROGRAM
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.
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) 13360
DEPARTMENT OF ASSESSOR, RECORDER AND COUNTY CLERK
SENIOR PROJECT MANAGER FOR THE ASSESSOR ENTERPRISE MODERNIZATION PROGRAM
C. SUBMITTAL ITEMS
Offeror's response to these Submittal Items shall be no more than thirty (30) pages, excluding references, financials
and sample reporting. Offeror shall submit a complete response to the Submittal Items identified below. Responses
shall be clear, concise, and organized in the order presented in this RFQ. Pages exceeding the applicable page
limitation may not be reviewed or considered by the County during evaluation.
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 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
Section 2A. Mandatory Minimum Requirements
2.1 Offeror shall demonstrate that the Proposed Senior Project Manager meets each of the following minimum
requirements:
2.1.1 A minimum of ten (10) years of progressively responsible professional project and/or management
experience, with at least five (5) years in a local government environment.
2.1.2 A minimum of five (5) years of experience leading large-scale, complex enterprise technology
implementation or modernization projects ($10MM+ budget).
2.1.3 Demonstrated experience serving in a lead project or management role for at least three (3) enterprise
system implementation through implementation, deployment/go-live, and/or post-production
stabilization.
2.1.4 Demonstrated experience coordinating multiple concurrent workstreams involving business
stakeholders, technical teams, vendors, consultants, and executive leadership.
2.1.5 Demonstrated experience managing project scope, schedules, budgets, risks, issues, decisions,
dependencies, vendor performance, and executive reporting.
2.1.6 Demonstrated experience with major implementation activities including multiple elements such as
requirements management, system integration, data migration/conversion, testing, organizational
readiness, training, cutover, go-live, and stabilization.
2.1.7 Demonstrated experience managing projects within a public-sector, government, highly regulated,
or similarly complex organizational environment.
Offeror shall identify where in its response each mandatory requirement is demonstrated.
Section 2B. Senior Project Manager Capability, Experience, and Qualifications
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13360
DEPARTMENT OF ASSESSOR, RECORDER AND COUNTY CLERK
SENIOR PROJECT MANAGER FOR THE ASSESSOR ENTERPRISE MODERNIZATION PROGRAM
2.2 Proposed Senior Project Manager: Offeror shall identify the individual proposed to serve as the Senior
Project Manager. The County intends to evaluate the qualifications and experience of the individual
proposed, not solely the qualifications and experience of the Offeror.
2.2.1 Comparable Enterprise Program Experience: Describe up to three (3) enterprise technology
modernization or implementation programs led by the Proposed Senior Project Manager that are
most comparable in size, complexity, risk, and scope to ARCC's Enterprise Modernization Program.
For each engagement, provide:
* Organization/client and public- or private-sector designation;
* Project/program purpose and scope;
* Approximate project/program budget;
* Duration;
* Proposed Senior Project Manager's specific role and level of authority;
* Number and types of vendors and major stakeholder groups coordinated;
* Major system implementation key implementation activities such as requirements,
design/configuration, data conversion, integrations, testing, training, business readiness,
cutover, go-live, stabilization, and transition to ongoing operations;
* Project phase(s) personally managed;
* Significant challenges or risks encountered;
* Actions personally taken by the Proposed Senior Project Manager; and
* Results and measurable outcomes achieved.
2.2.2 Multi-Vendor Management: Describe how the Proposed Senior Project Manager has monitored
vendor performance and project status, independently identified risks, performance concerns, or
delivery issues, and taken appropriate action to escalate, resolve, or mitigate those concerns.
2.2.3 Executive Leadership and Governance: Describe experience working directly with executive
sponsors, steering committees, governing bodies, and other senior stakeholders. Include experience
translating complex project information into executive-level decisions, recommendations,
dashboards, presentations, or briefings.
2.2.4 Public-Sector and Government Experience: Describe the Proposed Senior Project Manager's
experience managing technology modernization initiatives within government or other highly
regulated organizations, including experience with public procurement, fiscal accountability,
transparency, regulatory requirements, and continuity of public services.
2.2.5 Relevant Property Assessment/CAMA Experience: Describe any experience implementing or
managing Computer Assisted Mass Appraisal (CAMA), property assessment, property tax
administration, land records, permitting, or similarly complex government enterprise systems.
2.2.6 Resume: Provide the Proposed Senior Project Manager's resume and identify relevant education,
certifications, professional credentials, and training, including PMP, PgMP, Agile, Scrum,
Prosci/change management, or other applicable credentials.
Section 2C. Program Management Approach
2.3 Technical/Program Management Approach: Offeror shall describe how the Proposed Senior Project
Manager would approach ARCC's Enterprise Modernization Program based upon the Statement of Work.
Responses should demonstrate an understanding that the Senior Project Manager will represent ARCC's
interests and coordinate across County, vendor, consultant, business, and technical workstreams rather than
serve solely as the implementation project manager for an individual technology vendor.
2.3.1 First 90 Days: Describe the Proposed Senior Project Manager's approach during the first ninety (90)
days of the engagement, including assessment of existing governance, schedules, resources,
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13360
DEPARTMENT OF ASSESSOR, RECORDER AND COUNTY CLERK
SENIOR PROJECT MANAGER FOR THE ASSESSOR ENTERPRISE MODERNIZATION PROGRAM
contracts, risks, dependencies, stakeholders, decision-making processes, and project documentation.
Identify the initial priorities and deliverables the Proposed Senior Project Manager would
recommend.
2.3.2 Program Governance: Describe the approach to establishing and maintaining effective governance,
including executive sponsorship, Steering Committee structure, decision-making, escalation,
accountability, and reporting.
2.3.3 Integrated Program Planning: Describe the approach to developing and maintaining an Integrated
Master Schedule encompassing County, vendor, business, technology, infrastructure, data
migration, integration, testing, training, organizational readiness, and cutover activities and
dependencies.
2.3.4 Risk, Issue, and Dependency Management: Describe how risks, issues, assumptions, decisions, and
dependencies will be identified, evaluated, documented, escalated, mitigated, and communicated.
2.3.5 Vendor and Contract Oversight: Describe the approach to monitoring vendor performance,
deliverables, milestones, contractual commitments, corrective actions, and project dependencies
while maintaining productive relationships with implementation partners.
2.3.6 Executive Reporting: Describe the approach to providing ARCC executive leadership with concise,
objective, decision-oriented reporting regarding program health, schedule, budget, risks, vendor
performance, critical decisions, and readiness.
2.3.7 Implementation and Operational Readiness: Describe the approach to coordinating testing, data
conversion, organizational change, training, cutover, business continuity, go-live readiness,
stabilization, and transition to ongoing operations.
2.3.8 Knowledge Transfer and Sustainability: Describe how the Proposed Senior Project Manager will
develop ARCC's internal project management capabilities and transfer governance practices, role-
based training, documentation, methodologies, tools, and institutional knowledge to County staff.
Section 2D. Stability and Risk
2.4 Availability and Commitment: Confirm the Proposed Senior Project Manager's availability to perform the
services required by the Statement of Work, including County business hours, onsite activities in San Diego,
critical implementation events, cutover, go-live, and stabilization. Identify any other existing or anticipated
professional commitments that could materially affect the individual's availability.
2.5 Key Personnel Continuity: Describe the Offeror's approach to retaining the Proposed Senior Project Manager
throughout the engagement and mitigating the risk of personnel turnover.
2.6 Replacement of Key Personnel: Describe how the Offeror would address an unexpected departure or
extended unavailability of the Proposed Senior Project Manager, including the process and timeframe for
proposing a replacement with qualifications equal to or greater than those of the originally proposed
individual. Any replacement shall remain subject to County approval.
2.7 Financial Stability: Submit documentation demonstrating fiscal solvency and how Offeror will maintain
solvency throughout the agreement term. Briefly outline the internal fiscal management processes that the
organization will use to monitor and ensure that County funding and other revenues are adequate to meet
program costs.
2.7.1 Submit, as applicable, the most current unaudited financial statements, to include the Statement of
Financial Position (Balance Sheet) and the Statement of Activities (Income Statement).
2.8 Litigation: If applicable, provide a description of any litigation and the resolution in the past five (5) years
related to the Offeror's performance. Provide a brief explanation of the reasons for the actions, their status,
how they were resolved, and if there were any penalties, fines, or other actions taken.
2.9 Conflicts of Interest and Independence: Identify any existing or anticipated relationships with technology
vendors, implementation partners, consultants, or other organizations that could create an actual, potential,
or perceived conflict of interest in performing independent project management services for ARCC. Describe
how any identified conflicts would be avoided, mitigated, or managed.
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COUNTY OF SAN DIEGO - REQUEST FOR QUOTATIONS (RFQ) 13360
DEPARTMENT OF ASSESSOR, RECORDER AND COUNTY CLERK
SENIOR PROJECT MANAGER FOR THE ASSESSOR ENTERPRISE MODERNIZATION PROGRAM
3. EXHIBIT 3 - COST/PRICE EXHIBIT
3.1 Submit a complete Payment Schedule.
4. EXHIBIT 4 - ACCEPTANCE OF TERMS AND CONDITIONS
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.
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) 13360
DEPARTMENT OF ASSESSOR, RECORDER AND COUNTY CLERK
SENIOR PROJECT MANAGER FOR THE ASSESSOR ENTERPRISE MODERNIZATION PROGRAM
D. REQUIRED FORMS
(RESERVED)
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