Professional Case Note Documentation Training for Probation Staff

Project Information

Bid Title
Professional Case Note Documentation Training for Probation Staff
Issuing Agency
County of San Mateo
Location
California
Published Date
Mar 22, 2026
Closing Date
Apr 10, 2026
Government Level
State & Local
Status
Closed
Original Source
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Project Description


Project ID:

Title: Professional Case Note Documentation Training for Probation Staff

Addenda: 0

Release Date: 3/20/2026

Due Date: 4/10/2026

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Professional Case Note Documentation Training for Probation Staff
Request for Proposals
Probation
91838 , 92400 , 92416 , 92440
Project ID: 2026-RFP - Informal-00409
Release Date: Friday, March 20, 2026
· Due Date: Friday, April 10, 2026 5:00pm
Posted Friday, March 20, 2026 5:00pm
All dates & times in Pacific Time
Draft Response No Bid18 days, 22 hours, 29 minutes


Post Information

Posted At:Fri, Mar 20, 2026 5:00 PM
Sealed Bid Process:Yes (Bids Sealed / Pricing Sealed)
Private Bid:No
Overview


Summary

The San Mateo County Probation Department (the “Department”) is responsible for the supervision of approximately 2,500 adult and juvenile probationers. Probation represents the link between the application of appropriate consequences for illegal and delinquent behavior and the establishment of offenders transitioning to productive, law-abiding lives. This specialized criminal justice role of probation is a successful and cost-effective balance of both enforcement and treatment. Deputy Probation Officers (DPOs) are responsible for monitoring probationers in the community by enforcing court-ordered restrictions and providing access to rehabilitation programs as well as promoting victim safety and restoration.

The Department’s primary purpose of enhancing public safety is achieved in three specialized ways: 1) investigating major elements of crimes/offenses, the impact upon victims, the criminal/offense histories and behavior of adults and juveniles, plus possible sentencing alternatives and providing this information to the Superior Court in the form of accurate and impartial reports and recommendations; 2) monitoring and supervising those placed on probation to ensure that court-ordered “conditions of probation” are obeyed and public safety is maintained; and 3) providing opportunities for probationers to receive treatment, resources, and services that will prevent future criminal/delinquent activities.

The Department's Professional Standards Unit coordinates and conducts mandated training for sworn officers as well as administrative professionals. The Department seeks responses to the Request for Proposals from qualified firms or individual consultants to develop and deliver a comprehensive training program on effective and compliant case note documentation.

The primary goal is to standardize the quality, legal defensibility, and accuracy of case notes across the department. The Department is looking for state-certified trainers who can bridge the gap between the "field observations" and "court-ready documentation."



Timeline

RFP Released:
March 20, 2026
Deadline for Questions, Comments and Contract Exceptions:
March 27, 2026, 5:00pm
Question Response Deadline:
April 3, 2026, 5:00pm
Proposal Due Date and Time:
April 10, 2026, 5:00pm
Interviews (tentative):
April 17, 2026
Anticipated Contract Award Date:
July 1, 2026
Commodity Codes
  • NAICS 541611Administrative Management and General Management Consulting Services
  • NAICS 611430Professional and Management Development Training
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