CTL_FY 2027B Cost Allocation Plan (CAP)

The San Mateo County Controller’s Office is seeking a qualified firm to compile and submit the County’s Cost Allocation Plan (CAP) for FY 2027‑28. The work involves preparing the CAP in compliance with OMB Circular 2 CFR Part 200 and the State Controller’s handbook, coordinating with central services departments and internal service funds, and delivering a complete technical and fee proposal. The contract term is tentatively October 2026 through October 2029, with two optional one‑year extensions through September 2031. • Prepare the annual Cost Allocation Plan per federal and state guidelines • Coordinate data collection from multiple county departments • Deliver a technical proposal, executive summary, qualifications, approach, references, and fee schedule • Provide required certifications (SAMS, UEI, Levine Act disclosures, local business attestations) • Potential for extensions up to three additional years.