The State Bar of California Strategic Planning Consulting Services RFP (2027-2032)
State Bar of California | State of CaliforniaState · San Francisco, CA- Due
- Oct 23, 2026
- Deadline passed
- Posted
- Sep 24, 2026
- Contract term
- 1 year
- Primary contact
- Grisel Zendejas
The 30-second brief
The State Bar of California is seeking a qualified consultant or consulting team to facilitate and support the development of a new five-year Strategic Plan for the period 2027-2032, succeeding the current 2022-2027 plan. The scope of work includes conducting an organizational assessment, board and stakeholder engagement (surveys and confidential interviews), strategic planning session preparation, facilitation of multi-day planning sessions complying with the Bagley-Keene Open Meeting Act, and drafting the final 2027-2032 Strategic Plan document. Proposals are due by 3:00 p.m. on October 23, 2026, with questions due by October 8, 2026. The initial contract term is up to one year, with potential renewal periods, and work is anticipated to commence in January 2027.
Organizational Assessment Summary, Survey and Interview Findings Report, Planning Session Materials, Planning Session Summary, Draft 2027-2032 Strategic Plan, Final 2027-2032 Strategic Plan
Responsiveness of the proposal to the submission requirements (5%), DEI commitment and approach (5%), Qualifications and experience of the lead consultant and team (30%), Quality and specificity of the proposed approach and methodology (30%), The total cost of the proposal solution (30%)
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Summary
The State Bar of California is seeking a qualified consultant or consulting team to facilitate and support the development of a new five-year Strategic Plan for the period 2027-2032, succeeding the current 2022-2027 plan.
The scope of work includes conducting an organizational assessment, board and stakeholder engagement (surveys and confidential interviews), strategic planning session preparation, facilitation of multi-day planning sessions complying with the Bagley-Keene Open Meeting Act, and drafting the final 2027-2032 Strategic Plan document. Proposals are due by 3:00 p.m. on October 23, 2026, with questions due by October 8, 2026. The initial contract term is up to one year, with potential renewal periods, and work is anticipated to commence in January 2027.
EVALUATION CRITERIA
Responsiveness of the proposal to the submission requirements (5%), DEI commitment and approach (5%), Qualifications and experience of the lead consultant and team (30%), Quality and specificity of the proposed approach and methodology (30%), The total cost of the proposal solution (30%)
REQUIRED DELIVERABLES
6- Organizational Assessment Summary
- Survey and Interview Findings Report
- Planning Session Materials
- Planning Session Summary
- Draft 2027-2032 Strategic Plan
- Final 2027-2032 Strategic Plan
REQUIRED ATTACHMENTS
3- Proposal (.pdf)
- Attachment A. Vendor History Questionnaire (.xls)
- Attachment B. Itemized Cost Proposal (.xls)
- Submit to
- [email protected]
- 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 October 23, 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: Organizational Assessment Summary, Survey and Interview Findings Report, Planning Session Materials, Planning Session Summary, Draft 2027-2032 Strategic Plan, Final 2027-2032 Strategic Plan. 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: "Responsiveness of the proposal to the submission requirements (5%), DEI commitment and approach (5%), Qualifications and experience of the lead consultant and team (30%), Quality and specificity of th..." 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 year. 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 (.pdf), Attachment A. Vendor History Questionnaire (.xls), Attachment B. Itemized Cost Proposal (.xls). 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.