The State Bar of California - Coordinated Intake Services RFP - 2026
State Bar of California | State of CaliforniaState · San Francisco, CA- Due
- Sep 25, 2026
- Deadline passed
- Posted
- Aug 28, 2026
- Contract term
- 1.25 years
- Primary contact
- Grisel Zendejas
The 30-second brief
The State Bar of California Office of Access & Inclusion (OA&I) seeks proposals from qualified vendors to design, test, and implement a multi-organization coordinated legal intake system to integrate intake and referrals across multiple State Bar-funded legal aid organizations in California. The project addresses high-need civil law areas for low-income residents, aiming to bridge the California justice gap. Required deliverables include a functional intake system proof-of-concept, implementation plan, technology development plan, AI tools or case management systems evaluation, and a comprehensive final technical report documenting system design, architecture, workflows, and a roadmap for statewide scale-up. Proposals are due by September 25, 2026, at 3:00 p.m. (PST). Questions are due by September 4, 2026. The initial contract term is 15 months, with an anticipated contract start date of December 1, 2026. Evaluation criteria include proposal responsiveness, contracting agreement, technical ability and financial viability, quality and feasibility of proposed pilots, and total cost.
Implementation Plan; In-language Development Plans; Technology Development Plan; Marketing Plan; Evaluation Plan; Staffing Plan; Additional Hiring Evaluation; Screening Protocols/Procedures/Agreements; Confidentiality, Data Sharing and Data Security Protocols; Vendor data reports; Vendor report on system impact; Technology Timeline/Milestone Plan; Research into existing Coordinated Intake/Entry Systems; Select and purchase necessary technology (e.g., AI tools, Case management systems); Testing of software and tools; Organizational training plan; Vendor technical reports on buildout process; Detailed final technical report and roadmap report
Category A Responsiveness of the proposal to the submission requirements, 10; Category B Agreement with the State Bar's contracting requirements, 10; Category C Technical ability, financial viability, capacity, and flexibility of the bidder, 55; Category D Quality, relevance, and feasibility of proposed pilot(s) and strength of proof-of-concept, 15; Category E Total cost of the proposal solution, 10
Hear what State Bar of California | State of California plans next before it's posted.
Get alerts freeFree account · 30-second setup · No credit card
Summary
The State Bar of California Office of Access & Inclusion (OA&I) seeks proposals from qualified vendors to design, test, and implement a multi-organization coordinated legal intake system to integrate intake and referrals across multiple State Bar-funded legal aid organizations in California.
The project addresses high-need civil law areas for low-income residents, aiming to bridge the California justice gap. Required deliverables include a functional intake system proof-of-concept, implementation plan, technology development plan, AI tools or case management systems evaluation, and a comprehensive final technical report documenting system design, architecture, workflows, and a roadmap for statewide scale-up. Proposals are due by September 25, 2026, at 3:00 p.m. (PST). Questions are due by September 4, 2026. The initial contract term is 15 months, with an anticipated contract start date of December 1, 2026. Evaluation criteria include proposal responsiveness, contracting agreement, technical ability and financial viability, quality and feasibility of proposed pilots, and total cost.
EVALUATION CRITERIA
5- Category A Responsiveness of the proposal to the submission requirements, 10
- Category B Agreement with the State Bar's contracting requirements, 10
- Category C Technical ability, financial viability, capacity, and flexibility of the bidder, 55
- Category D Quality, relevance, and feasibility of proposed pilot(s) and strength of proof-of-concept, 15
- Category E Total cost of the proposal solution, 10
REQUIRED DELIVERABLES
18- Implementation Plan
- In-language Development Plans
- Technology Development Plan
- Marketing Plan
- Evaluation Plan
- Staffing Plan
- Additional Hiring Evaluation
- Screening Protocols/Procedures/Agreements
- Confidentiality, Data Sharing and Data Security Protocols
- Vendor data reports
- Vendor report on system impact
- Technology Timeline/Milestone Plan
- Research into existing Coordinated Intake/Entry Systems
- Select and purchase necessary technology (e.g., AI tools, Case management systems)
- Testing of software and tools
- Organizational training plan
- Vendor technical reports on buildout process
- Detailed final technical report and roadmap report
REQUIRED ATTACHMENTS
3- Proposal
- Attachment A. Vendor History Questionnaire
- Attachment B. Itemized Cost Proposal
- Submit to
- [email protected]
- Duration
- 15 months
- Scope location
- San Francisco, CA
- Reported agency
- The 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 September 25, 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 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.
What are the key deliverables?
The solicitation specifies the following deliverables: Implementation Plan; In-language Development Plans; Technology Development Plan; Marketing Plan; Evaluation Plan; Staffing Plan; Additional Hiring Evaluation; Screening Protocols/Procedures/Agreements; Confidentiality, Data Sharing and Data Security Protocols; Vendor data reports; Vendor report on s. 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: "Category A Responsiveness of the proposal to the submission requirements, 10; Category B Agreement with the State Bar's contracting requirements, 10; Category C Technical ability, financial viability,..." 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 1.25 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: Proposal; Attachment A. Vendor History Questionnaire; Attachment B. Itemized Cost Proposal. 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.