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Strategic Planning Software

Active

2026-RFP-043State & Local

Response Deadline11/19/2026, 12:00:00 AM UTC

Contract Overview

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

AI Contract Overview

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.

General Info

Lake Forest seeks a SaaS provider for strategic planning software and implementation.

Agency

California → City Manager

NAICS

513210 - Software Publishers

Place of Performance

CA, USA

Set-Aside

NONE

Documents

City of Lake Forest Professional Consultant Services Agreement Model 2022

18 pages · contract-document

High

City of Lake Forest RFP #2026-RFP-043: Strategic Planning Software

rfp

High

AI Contract Breakdown

Uniform Contract Format

Timeline

PhaseSolicitation

PostedOct 28

Solicitation

Response DeadlineNov 19

Submission deadline

Response Deadline

11/19/2026, 12:00:00 AM UTCin 21 days

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Organization & Contact Information

AgencyCalifornia → City Manager

Contacts2 people available

OfficeLake Forest, CA, 92630, USA

Organization / AgencyCalifornia → City Manager

Office AddressLake Forest, CA, 92630, USA

Contacts

Nidia RuelasAssistant to the City Manager

contact@example.gov

+1 (555) 000-0000

John MezaManagement Analyst

contact@example.gov

+1 (555) 000-0000

Full Description

About the City The City of Lake Forest is located in southern Orange County, California, in the area commonly referred to as the Saddleback Valley, with a population of approximately 85,000. It is the County's thirty-first city and the second largest city within the Saddleback Valley, encompassing 16.6 square miles. The City of Lake Forest's fiscal year begins on July 1 and ends on June 30. The City was incorporated in 1991, operates under the Council/Manager form of government and is considered a contract city. The five members of the City Council are elected by district. They serve staggered four-year terms, with the Mayor being selected annually from among the Council Members. The Council meets on the first and third Tuesdays of each month. City Hall is located at 100 Civic Center Drive, Lake Forest, California 92630. The telephone number is +1 (555) 000-0000, and the fax is +1 (555) 000-0000. The City website address is http://www.lakeforestca.gov . Project Description The City is seeking Software Implementation and Software as a Service (SaaS) for the Strategic Planning Software Services Project. The City plans to utilize the new software to build and update the FY 2027-28 to FY 2033-34 Strategic Plan. Previous Strategic Plan Documents are available here. The services are expected to be completed within three years from contract award. The City anticipates awarding a contract with an initial term of January 1, 2027 to December 30, 2029 . The City will have the option, at its sole discretion, to extend the agreement for up to two (2) additional one year terms. If the parties are unable to reach an agreement, the City, at its sole discretion, will not move forward with the renewal option and shall re-procure the work.