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California Housing Finance Agency - Information Technology Service Management (ITSM) System - 2026

California Housing Finance Agency | State of California
Due
Sep 29, 2026
Deadline passed
Posted
Aug 24, 2026
Duration
36 months

The 30-second brief

What they're buying

The California Housing Finance Agency (CalHFA) is soliciting proposals from qualified firms to implement an enterprise Information Technology Service Management (ITSM) solution that will modernize, standardize, and improve IT service delivery. The selected vendor must implement an ITIL v4-based, FedRAMP-compliant ITSM platform that integrates with Microsoft 365 (Hybrid/GCC) and RingCentral, supports multi-channel intake, SLA-driven workflows, configurable service catalogs, knowledge management, asset lifecycle management, and executive dashboards. The project includes replacing a legacy home-grown tracking system for an operating staff environment of approximately 225-240 total employees, including 31 IT staff and 20 Administrative and Marketing personnel requiring specialized role-based access controls. Proposals are due by Tuesday, September 29, 2026, 5:00 PM PT, with a question deadline of September 8, 2026.

What you must deliver

Configured ITSM platform with all required modules, Integration packages for Microsoft 365 (Hybrid/GCC), RingCentral, And CalHFA systems, Data migration runbooks and validation results, Complete training curriculum and knowledge base content, Test plans, UAT results, Defect logs, Architecture diagrams and security documentation, Operational runbooks, SLA dashboards, Reporting packages, And skills matrix with recommended CalHFA staffing/FTE model.

How it's scored

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, Technical compliance with ITSM functional, performance, security, and integration requirements

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Summary

The California Housing Finance Agency (CalHFA) is soliciting proposals from qualified firms to implement an enterprise Information Technology Service Management (ITSM) solution that will modernize, standardize, and improve IT service delivery.

The selected vendor must implement an ITIL v4-based, FedRAMP-compliant ITSM platform that integrates with Microsoft 365 (Hybrid/GCC) and RingCentral, supports multi-channel intake, SLA-driven workflows, configurable service catalogs, knowledge management, asset lifecycle management, and executive dashboards. The project includes replacing a legacy home-grown tracking system for an operating staff environment of approximately 225-240 total employees, including 31 IT staff and 20 Administrative and Marketing personnel requiring specialized role-based access controls. Proposals are due by Tuesday, September 29, 2026, 5:00 PM PT, with a question deadline of September 8, 2026.

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, Technical compliance with ITSM functional, performance, security, and integration requirements

REQUIRED DELIVERABLES

14
  • Configured ITSM platform with all required modules
  • Integration packages for Microsoft 365 (Hybrid/GCC)
  • RingCentral
  • CalHFA systems
  • Data migration runbooks and validation results
  • Complete training curriculum and knowledge base content
  • Test plans
  • UAT results
  • Defect logs
  • Architecture diagrams and security documentation
  • Operational runbooks
  • SLA dashboards
  • Reporting packages
  • Skills matrix with recommended CalHFA staffing/FTE model

REQUIRED ATTACHMENTS

Exhibit A Organizational Structure and Key Details, Exhibit B Certified Small Business (SB) and Disabled Veteran Business Enterprise (DVBE) Status Form, Exhibit C Vendor References, Exhibit D Agency Service Agreement, Exhibit E Information Security Questionnaires, Exhibit F Certification of Financial Stability

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 September 29, 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].

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.

What are the key deliverables?

The solicitation specifies the following deliverables: Configured ITSM platform with all required modules, Integration packages for Microsoft 365 (Hybrid/GCC), RingCentral, And CalHFA systems, Data migration runbooks and validation results, Complete training curriculum and knowledge base content, Test plans, UAT results, Defect logs, Architecture diagra. Proposals should clearly address how each deliverable will be met.

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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 36 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: Exhibit A Organizational Structure and Key Details, Exhibit B Certified Small Business (SB) and Disabled Veteran Business Enterprise (DVBE) Status Form, Exhibit C Vendor References, Exhibit D Agency S. 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.

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