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California Housing Finance Agency ITSM Solution RFP 2026 - IT Service Management Platform

California Housing Finance Agency | State of California
Due
Sep 29, 2026
Deadline passed
Posted
Aug 24, 2026
Contract term
3 years
Primary contact
Itprocurement

The 30-second brief

What they're buying

The California Housing Finance Agency (CalHFA) is seeking proposals from qualified firms to implement an enterprise Information Technology Service Management (ITSM) solution that will modernize, standardize, and improve the delivery of IT services across the organization. The selected vendor must implement an ITIL v4-based ITSM platform that is FedRAMP-compliant, integrates with Microsoft 365 (Hybrid/GCC) and RingCentral CTI, supports multi-channel intake, SLA-driven workflows, configurable Service Catalog, knowledge management, asset lifecycle management, and executive dashboards. The project includes data migration from an existing SQL-based home-grown system containing approximately 48,486 service request tickets, user training, testing, and ongoing support. Proposals are due by Tuesday, September 29, 2026, at 5:00 PM PT.

What you must deliver

Full project plan and implementation schedule, 12-36-month vendor roadmap, 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, And defect logs, Architecture diagrams and security documentation, Operational runbooks, SLA dashboards, And reporting packages, Skills matrix and recommended CalHFA staffing/Full-Time Equivalent (FTE) model, Discovery Workbook containing pricing-impacting details

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, Reasonableness of the fee requested, Demonstrated record of success, Specific method and techniques to be employed, Technical compliance with ITSM functional, performance, security, and integration requirements, Certified SB and DVBE participation

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Summary

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

The selected vendor must implement an ITIL v4-based ITSM platform that is FedRAMP-compliant, integrates with Microsoft 365 (Hybrid/GCC) and RingCentral CTI, supports multi-channel intake, SLA-driven workflows, configurable Service Catalog, knowledge management, asset lifecycle management, and executive dashboards. The project includes data migration from an existing SQL-based home-grown system containing approximately 48,486 service request tickets, user training, testing, and ongoing support. Proposals are due by Tuesday, September 29, 2026, at 5:00 PM PT.

EVALUATION CRITERIA

11
  • 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
  • Reasonableness of the fee requested
  • Demonstrated record of success
  • Specific method and techniques to be employed
  • Technical compliance with ITSM functional
  • Performance
  • Security
  • Integration requirements
  • Certified SB and DVBE participation

REQUIRED DELIVERABLES

17
  • Full project plan and implementation schedule
  • 12-36-month vendor roadmap
  • 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 and recommended CalHFA staffing/Full-Time Equivalent (FTE) model
  • Discovery Workbook containing pricing-impacting details

REQUIRED ATTACHMENTS

3
  • Response Template
  • Certified Small Business and DVBE Participation form (Exhibit B)
  • Exceptions to Service Agreement
Duration
36 months
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]. For questions, contact Itprocurement.

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 Itprocurement. Questions and answers are typically shared with all prospective bidders.

What are the key deliverables?

The solicitation specifies the following deliverables: Full project plan and implementation schedule, 12-36-month vendor roadmap, 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 knowle. 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, Reasonableness of the f..." 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 3 years. 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: Response Template, Certified Small Business and DVBE Participation form (Exhibit B), Exceptions to Service Agreement. 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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