San Mateo Opengov #2026-RFP - Informal-00409

Solicitation for Professional Case Note Documentation Training for Probation Staff

San Mateo County Probation Department is soliciting proposals for a professional training program to enhance case note documentation by probation staff. - Government Buyer: - San Mateo County Probation Department - Products/Services Requested: - Course development and instructor-led classroom training focused on improving, standardizing, and ensuring the legal defensibility of case note documentation - Emphasis on compliance with local and state regulations, including the Levine Act and local business preferences - OEMs and Vendors: - No specific Original Equipment Manufacturers (OEMs) or vendors are named in the solicitation - Unique or Notable Requirements: - Training must address quality, accuracy, and legal standards for case notes - Proposals must be submitted electronically via the County's eProcurement system - Evaluation criteria are detailed in the solicitation - No pre-proposal conference or site visit is scheduled - Relevant NIGP Codes: - 91838 (Education and Training Consulting) - 92400 (Educational/Training Services) - 92416 (Course Development Services, Instructional/Training) - 92440 (Instructor-led, Classroom Training (Technical))

Description

This solicitation seeks proposals for a training program aimed at Probation Department staff to improve case note documentation. The training focuses on standardizing the quality, legal defensibility, and accuracy of case notes. The project includes course development and instructor-led classroom training services. Proposals must be submitted electronically by April 11, 2026, and the solicitation includes detailed evaluation criteria and compliance requirements with local and state regulations.

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