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Strategic Planning SaaS Platform Provider

Active
State & Local

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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This subcontract agreement establishes a partnership with a Strategic Planning SaaS Platform Provider to deliver a cloud-based software environment for prime contractors working on City of Lake Forest municipal projects. The platform is designed to facilitate strategic planning, goal tracking, and performance management through an active SaaS subscription. The contract emphasizes the security and confidentiality of city data and grants a non-exclusive perpetual license for associated intellectual property. Managed under the City Manager in California, the procurement falls under NAICS code 513210, with a response deadline set for November 19, 2026.

General Info

Place of Performance

CA, USA

Set-Aside

NONE

Documents

This scope was carved out of 2026-RFP-043.

The full solicitation package (2 documents), including the RFP, is on the prime solicitation, not on this scope.

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Strategic Planning Software

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Organization & Contact Information

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AgencyCalifornia → City Manager
ContactsNo contacts available
OfficeN/A
Organization / AgencyCalifornia → City Manager
Office AddressN/A
ContactsNo contact information available

Full Description

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Supplies a cloud-based Software as a Service (SaaS) platform for prime contractors on City of Lake Forest municipal projects. Provisions a hosted software environment for strategic planning, goal tracking, and performance management. Ensures data confidentiality and security of city data and grants a non-exclusive perpetual license for intellectual property. Delivers an active SaaS subscription and access to the software environment.

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Same NAICS industry code

NAICS: 513210
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Strategic Planning Software
Solicitation # 2026-RFP-043
The City of Lake Forest is soliciting proposals under solicitation number 2026-RFP-043 for Software Implementation and Software as a Service (SaaS) to support its Strategic Planning Software Services Project. The primary objective is to utilize this software to develop and update the Strategic Plan for the period of FY 2027-28 through FY 2033-34. The anticipated initial contract term runs from January 1, 2027, to December 30, 2029, with the City holding the option to extend the agreement for up to two additional one-year terms. The selected vendor must provide a solution that includes staff training and a detailed project management schedule to ensure timely delivery. The selection process follows a three-phase evaluation: a pass/fail review of mandatory elements, a qualitative evaluation requiring a minimum score of 60 points to proceed, and a final evaluation weighted 80% on the presentation/interview and 20% on the cost proposal. Awarded consultants are required to submit monthly invoices with a 30-day payment turnaround and must provide a signed W9 form. The contract includes strict requirements regarding the confidentiality of city data, a non-exclusive perpetual license for the City to use intellectual property created under the agreement, and compliance with California Labor Code and Cal/OSHA safety standards. Proposals must be submitted via the City's eProcurement Portal by the November 19, 2026, deadline.
City Manager

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about 3 hours ago

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in 21 days
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NAICS: 541611
SLED
Strategic Planning Consulting Services
Solicitation # 2026-RFQ (Quotes)-042
The City of Lake Forest is seeking a professional consultant under solicitation 2026-RFQ (Quotes)-042 to facilitate the update of its Strategic Business Plan for the period of FY 2027-28 through FY 2033-34. The objective is to develop a seven-year plan that aligns with the City's Master Financial Plan and Capital Improvement Plan, with a target completion date of April or May 2027. The scope of work includes conducting strategic planning workshops for city management, middle managers, and frontline staff, as well as performing interviews with the executive team and City Council members. Key deliverables include interview summaries identifying threats and blind spots, actionable recommendations for strategic initiatives, and a comprehensive summary document of all workshops and training. The procurement process requires a separate submission of a technical proposal and a fee schedule via the OpenGov procurement portal by November 4, 2026. Selected consultants must adhere to California professional standards, maintain required insurance and Worker's Compensation under Section 3700 of the California Labor Code, and comply with prevailing wage laws if applicable. The contract stipulates monthly invoicing with a 30-day payment term and grants the City a perpetual license to all intellectual property created during the project. Performance milestones include optional workshops and interviews scheduled between February and April 2027, with the City maintaining the right to approve all deliverables and audit project records for three years following final payment.
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