RFP 2026-04 Enterprise Strategic Planning Services

The California Health Benefit Exchange, doing business as Covered California, is seeking qualified proposers to develop its next Enterprise Strategic Plan through RFP 2026-04, with a total estimated contract value of $1,000,000. The goal is to create a strategic framework centered on a small number of bold, cross-divisional goals supported by measurable Objectives and Key Results (OKRs), Key Performance Indicators (KPIs), a phased implementation roadmap, strategic budget alignment, annual business planning tools that maintain flexibility, and a comprehensive organization-wide communications and training plan. Proposals must be submitted electronically by August 13, 2026, at 4:00 PM PST to HBEXSolicitation@covered.ca.gov with “RFP 2026-04” in the subject line, and must include a full set of required administrative and technical attachments, including the Proposal Cover Page, Payee Data Record, Contractor Certification Form, Statement of Economic Interests Certification, Bidder Declaration, Proposal Checklist, and the mandatory Generative Artificial Intelligence Risk Assessment (HBEX 707). Failure to submit any required document, particularly the AI risk assessment, will result in immediate disqualification. The contract will be executed using the Standard Agreement (STD. 213) form and governed by Exhibit C – General Terms and Conditions, with detailed scope, budget, and payment provisions outlined in Exhibits A and B. The initial contract term runs from October 15, 2026, to July 1, 2027, with the possibility of a one-year extension for a maximum total duration of two years and nine months. Work must be performed in California during standard business hours (8:00 AM to 5:00 PM PT, Monday through Friday, excluding state holidays), with no reimbursement allowed for overtime. Proposers must demonstrate strong corporate qualifications, including capacity, historical track record, and relevant experience, as well as a qualified project team with demonstrated ability to manage complex initiatives on time and within budget. Evaluation will be based on corporate qualifications, team experience, past project success, sample work products, and cost proposal, with administrative compliance serving as a mandatory pass/fail gate; non-responsive proposals will not be evaluated. A milestone-based payment structure tied to Formal Written Acceptance of deliverables will be used, with a portion of each payment withheld pending compliance with service levels. The Contractor must provide proof of General Liability