City of Lake Forest - Strategic Planning Software Services - RFP #2026-RFP-043 (2026)
- Due
- Nov 18, 2026
- 17 days left
- Posted
- Oct 28, 2026
- Contract term
- 3 years
- Primary contact
- Nidia Ruelas
- (949) 461-3437
The 30-second brief
The City of Lake Forest is seeking proposals for Software Implementation and Software as a Service (SaaS) for a cloud-based strategic planning platform. The project involves implementing software across all departments, developing key performance indicators (KPI), establishing progress tracking and public dashboards, and providing initial training and ongoing support. The initial contract term is for three years (January 1, 2027 to December 30, 2029) with an option for two additional one-year terms. Proposals are due by November 18, 2026, at 4:00 pm, via the City's eProcurement Portal. A non-mandatory pre-proposal meeting will be held via Microsoft Teams on November 5, 2026.
Key Personnel (10%), Project Management/Schedule (15%), Scope of Services (40%), Experience (30%), Proposal Quality (5%), Cost Proposal (20%)
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Summary
The City of Lake Forest is seeking proposals for Software Implementation and Software as a Service (SaaS) for a cloud-based strategic planning platform.
The project involves implementing software across all departments, developing key performance indicators (KPI), establishing progress tracking and public dashboards, and providing initial training and ongoing support. The initial contract term is for three years (January 1, 2027 to December 30, 2029) with an option for two additional one-year terms. Proposals are due by November 18, 2026, at 4:00 pm, via the City's eProcurement Portal. A non-mandatory pre-proposal meeting will be held via Microsoft Teams on November 5, 2026.
EVALUATION CRITERIA
REQUIRED ATTACHMENTS
5- Letter of Transmittal
- Summary Sheet
- Certificate of Proposal
- Cost Proposal
- Signed W9 Form
- Submit to
- https://secure.procurenow.com/portal/lakeforestca
- Duration
- 36 months
- Scope location
- Lake Forest, CA
Questions about this RFP
How do I respond to this RFP from City of Lake Forest?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is November 18, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: https://secure.procurenow.com/portal/lakeforestca. For questions, contact Nidia Ruelas.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including City of Lake Forest 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 Nidia Ruelas at (949) 461-3437. Questions and answers are typically shared with all prospective bidders.
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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: "Key Personnel (10%), Project Management/Schedule (15%), Scope of Services (40%), Experience (30%), Proposal Quality (5%), Cost Proposal (20%)" Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from City of Lake Forest?
All active and historical solicitations from City of Lake Forest are tracked and searchable. As a city agency, City of Lake Forest 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.
Is this solicitation still open for submissions?
Based on the posted deadline of November 18, 2026, this solicitation appears to still be accepting submissions. Deadlines may change through amendments or addenda, so always verify the current status directly with the issuing agency before preparing your response.
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: Letter of Transmittal, Summary Sheet, Certificate of Proposal, Cost Proposal, signed W9 Form. Review the full document from City of Lake Forest for the complete list.
What is the scope of this project?
This solicitation defines a specific project scope. The scope covers the following locations: Lake Forest, CA. Review the full solicitation for detailed scope requirements.