California Housing Finance Agency - Business Analysis, System Support & Project Coordination - 2026
California Housing Finance Agency | State of CaliforniaState · Sacramento, CA- Due
- Jul 17, 2026
- Deadline passed
- Posted
- Jun 26, 2026
- Duration
- 8 months
- Primary contact
- Kang Lee
The 30-second brief
The California Housing Finance Agency (CalHFA) is soliciting proposals from qualified firms or individuals to provide temporary Business Analyst (BA) and system support services to ensure continuity of operations during an extended staff absence within the Enterprise Risk Management & Special Initiatives Division. Support is required to maintain progress on high-priority technology initiatives, process-improvement work, and business-critical operations dependent on accurate documentation, testing, and stakeholder coordination. The scope includes requirements gathering, functional and technical documentation, Agile methodologies, SDLC support, process mapping and modeling using BPMN standards, workflow optimization for Multifamily Lending and Construction Lending process redesign, system test scripts and test case coordination, user acceptance testing (UAT), training development, knowledge transfer, and project management support. The submission deadline is July 17, 2026, at 5:00 p.m. PDT. The contract term runs from August 3, 2026, through March 31, 2027.
Documented business requirements, Functional specifications, And wireframes/process maps; Groomed and approved user stories meeting Definition of Ready; Requirements Traceability Matrix (RTM); Updated program and system documentation reflecting current business rules; BPMN-compliant \u201cAs-Is\u201d process maps for identified workflows; BPMN-compliant \u201cTo-Be\u201d process maps representing optimized workflows; Workflow optimization recommendations report with data analysis findings; Updated and standardized agencywide procedures; Test scripts and test cases aligned with requirements; System test results, Defect logs, And user acceptance testing summaries; Issue resolution documentation including root cause analysis and resolution steps; Technical and user-friendly system support reports or presentations; Application enhancement or issue communication summaries; End-user training materials (guides, Quick reference sheets, Walkthroughs); Updated process documentation and system user instructions; Communication plan updates and stakeholder messaging materials; Presentation materials summarizing findings, Improvements, And system updates; Knowledge Transfer Package including documentation, Recorded demos, And transition notes; Completion of knowledge-transfer sessions with signoff from CalHFA staff; Stakeholder coordination summaries and communication updates
Ability to perform the specific tasks outlined in the RFP, Qualifications of specific individuals who will work on the project, Amount of time and involvement of key personnel who will be involved in respective portions of the project, Reasonableness of the fee requested to do the work, Demonstrated record of success on work previously performed, Specific method and techniques to be employed on the project
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Summary
The California Housing Finance Agency (CalHFA) is soliciting proposals from qualified firms or individuals to provide temporary Business Analyst (BA) and system support services to ensure continuity of operations during an extended staff absence within the Enterprise Risk Management & Special Initiatives Division.
Support is required to maintain progress on high-priority technology initiatives, process-improvement work, and business-critical operations dependent on accurate documentation, testing, and stakeholder coordination. The scope includes requirements gathering, functional and technical documentation, Agile methodologies, SDLC support, process mapping and modeling using BPMN standards, workflow optimization for Multifamily Lending and Construction Lending process redesign, system test scripts and test case coordination, user acceptance testing (UAT), training development, knowledge transfer, and project management support. The submission deadline is July 17, 2026, at 5:00 p.m. PDT. The contract term runs from August 3, 2026, through March 31, 2027.
EVALUATION CRITERIA
Ability to perform the specific tasks outlined in the RFP, Qualifications of specific individuals who will work on the project, Amount of time and involvement of key personnel who will be involved in respective portions of the project, Reasonableness of the fee requested to do the work, Demonstrated record of success on work previously performed, Specific method and techniques to be employed on the project
REQUIRED DELIVERABLES
20- Documented business requirements, Functional specifications, And wireframes/process maps
- Groomed and approved user stories meeting Definition of Ready
- Requirements Traceability Matrix (RTM)
- Updated program and system documentation reflecting current business rules
- BPMN-compliant \u201cAs-Is\u201d process maps for identified workflows
- BPMN-compliant \u201cTo-Be\u201d process maps representing optimized workflows
- Workflow optimization recommendations report with data analysis findings
- Updated and standardized agencywide procedures
- Test scripts and test cases aligned with requirements
- System test results, Defect logs, And user acceptance testing summaries
- Issue resolution documentation including root cause analysis and resolution steps
- Technical and user-friendly system support reports or presentations
- Application enhancement or issue communication summaries
- End-user training materials (guides, Quick reference sheets, Walkthroughs)
- Updated process documentation and system user instructions
- Communication plan updates and stakeholder messaging materials
- Presentation materials summarizing findings, Improvements, And system updates
- Knowledge Transfer Package including documentation, Recorded demos, And transition notes
- Completion of knowledge-transfer sessions with signoff from CalHFA staff
- Stakeholder coordination summaries and communication updates
REQUIRED ATTACHMENTS
Organizational Structure and Key Details, Vendor Qualification Statement, Proposal Costs, Certified Small Business (SB) and Disabled Veteran Business Enterprise (DVBE) Status Form, Vendor References, Exceptions to Service Agreement
REQUIRED STAFFING
Business Analyst
- Submit to
- [email protected]
- Scope location
- Sacramento, CA
- Reported agency
- California Housing Finance Agency
Questions about this RFP
How do I respond to this RFP from California Housing Finance Agency | State of California?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is July 17, 2026. The solicitation specifies required deliverables that must be addressed in your response. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Kang Lee.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including California Housing Finance Agency | State of California in CA, encourage participation from small businesses, minority-owned, women-owned, and disadvantaged business enterprises (MBE/WBE/DBE). Check the full solicitation for any small business participation goals.
What happens after the RFP submission deadline?
After the deadline, the issuing agency reviews all submissions against the stated evaluation criteria. This typically includes a compliance check, technical evaluation, cost analysis, and may involve oral presentations with shortlisted vendors.
Can I ask questions about this solicitation before submitting?
Yes, most solicitations allow vendors to submit questions during a designated period. The primary contact is Kang Lee. Questions and answers are typically shared with all prospective bidders.
What staffing is required for this project?
This solicitation outlines specific staffing requirements. The required roles include: Business Analyst. Proposers should demonstrate relevant qualifications and experience for each required role.
What are the key deliverables?
The solicitation specifies the following deliverables: Documented business requirements, Functional specifications, And wireframes/process maps; Groomed and approved user stories meeting Definition of Ready; Requirements Traceability Matrix (RTM); Updated program and system documentation reflecting current business rules; BPMN-compliant \u201cAs-Is\u201. Proposals should clearly address how each deliverable will be met.
Show 5 more questions
What are the evaluation criteria for this solicitation?
This solicitation includes specific evaluation criteria that will be used to score proposals. The criteria include: "Ability to perform the specific tasks outlined in the RFP, Qualifications of specific individuals who will work on the project, Amount of time and involvement of key personnel who will be involved in..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from California Housing Finance Agency | State of California?
All active and historical solicitations from California Housing Finance Agency | State of California are tracked and searchable. As a state agency, California Housing Finance Agency | State of California regularly publishes solicitations. Visit the agency profile to see current open bids, past contracts, vendor relationships, and decision-maker contacts.
What is the contract term for this solicitation?
The anticipated contract term is 8 months. Contract terms may include renewal options.
What documents are required to bid on this RFP?
Requirements vary by solicitation, but common documents include a technical proposal, cost/price proposal, proof of insurance, relevant certifications, past performance references, and any forms specified in the solicitation. This solicitation specifically requires the following attachments: Organizational Structure and Key Details, Vendor Qualification Statement, Proposal Costs, Certified Small Business (SB) and Disabled Veteran Business Enterprise (DVBE) Status Form, Vendor References,. Additionally, proposals should address staffing requirements as outlined in the solicitation. Review the full document from California Housing Finance Agency | State of California for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Sacramento, CA. Review the full solicitation for detailed scope requirements.