State Bar of California - Matter Management System Implementation and Ongoing Support RFP - 2025-12
State Bar of California | State of CaliforniaState · San Francisco, CA- Due
- Jan 30, 2026
- Deadline passed
- Posted
- Dec 19, 2025
- Contract term
- 2 years
- Primary contact
- Grisel Zendejas
The 30-second brief
The State Bar of California seeks proposals for a cloud-based Matter Management System (MMS) with design, implementation, data migration, and ongoing support services. The project replaces legacy systems including ProLaw, Odyssey-Attorney Manager, and LAPIS, while providing a first-in-kind dedicated solution for the Client Security Fund and Mandatory Fee Arbitration offices. The implementation follows a phased approach across multiple offices including OCTC, OGC, CSF, LAP, MFA, and OCMS. Proposals are due by January 30, 2026, submitted via email to Grisel Zendejas, with a questions deadline of January 11, 2026. The contract term is an initial two years with options for three additional one-year terms.
Category A Project Scope/Functional Requirements (40), Category B Capability of solution to meet requirements of all four phases (10), Category C Vendor Demo and Presentation (17), Category D Reference Checks (3), Category E Pricing (30)
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Summary
The State Bar of California seeks proposals for a cloud-based Matter Management System (MMS) with design, implementation, data migration, and ongoing support services.
The project replaces legacy systems including ProLaw, Odyssey-Attorney Manager, and LAPIS, while providing a first-in-kind dedicated solution for the Client Security Fund and Mandatory Fee Arbitration offices. The implementation follows a phased approach across multiple offices including OCTC, OGC, CSF, LAP, MFA, and OCMS. Proposals are due by January 30, 2026, submitted via email to Grisel Zendejas, with a questions deadline of January 11, 2026. The contract term is an initial two years with options for three additional one-year terms.
EVALUATION CRITERIA
Category A Project Scope/Functional Requirements (40), Category B Capability of solution to meet requirements of all four phases (10), Category C Vendor Demo and Presentation (17), Category D Reference Checks (3), Category E Pricing (30)
REQUIRED ATTACHMENTS
3- Attachment A. Vendor History Questionnaire
- Attachment B. Itemized Cost Proposal
- Attachment C. Requirements Workbook
- Submit to
- [email protected]
- Duration
- 60 months
- Scope location
- San Francisco, CA
- Reported agency
- State Bar of California
Questions about this RFP
How do I respond to this RFP from State Bar of California | State of California?
Review the full solicitation document for submission requirements, evaluation criteria, and deadlines. The submission deadline is January 30, 2026. Be sure to include all required attachments as outlined in the solicitation. Submissions should be delivered to: [email protected]. For questions, contact Grisel Zendejas.
Can small businesses or minority-owned firms bid on this RFP?
Most government agencies, including State Bar of California | 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 Grisel Zendejas. 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: "Category A Project Scope/Functional Requirements (40), Category B Capability of solution to meet requirements of all four phases (10), Category C Vendor Demo and Presentation (17), Category D Referenc..." Vendors should carefully align their proposals with each criterion to maximize their score.
Where can I find more RFPs from State Bar of California | State of California?
All active and historical solicitations from State Bar of California | State of California are tracked and searchable. As a state agency, State Bar of California | 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 2 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: Attachment A. Vendor History Questionnaire, Attachment B. Itemized Cost Proposal, Attachment C. Requirements Workbook. Review the full document from State Bar of California | 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: San Francisco, CA. Review the full solicitation for detailed scope requirements.