Previous Opportunities

Note: For information on older business opportunities, please contact Principal Program Analyst Sunly Yap, Sunly.Yap@calbar.ca.gov.

RFP, IFB, RFI or RFQ Deadline Q&A or Description
Contact Center Application as a Services (CCaaS) RFP—REVISED September 14, 2023, 3:00 p.m. Attachment A: Itemized Cost Proposal
Attachment B: CCaaS Product Charter
Attachment C: CCaaS Product Backlog (Functional Requirements)
Attachment D: CCaaS Nonfunctional Requirements
Attachment E: CCaaS Personas
Attachment F: Application Interface Inventory
Attachment 1: Vendor History Questionnaire
Attachment 2: Q&A
Attachment 3: Q&A #2
Attachment 4: Q&A #3
Attachment 5: Q&A #4
Attachment 6: Addendum #1
Attachment 7: Q&A #5
Independent Financial Auditing Services RFP June 15, 2023 Attachment A: 2022 Financial Statement and Independent Auditors Report
Attachment B: 2022 Annual Legal Services Trust Fund Program Report
Attachment C: 2023 State Bar Adopted Budget
Attachment D: State Bar Organization Structure
Attachment E: Vendor History Questionnaire
Attachment F: Itemized Cost Proposal
Attachment 1: Q&A
E-Learning Services RFP May 4, 2023 Attachment A: Subject Matter for E-Learning, Self-Assessments, and Microlearning
Attachment B: Vendor History Questionnaire
Attachment 1: Q&A
Attachment 2: Q&A #2
Attachment 3: Q&A #3
Attachment 4: Q&A #4
Digital Conversion and Online Publishing of the California State Bar Court Reporter RFP October 24, 2022 Attachment A: Reporter Online
Attachment B: Vendor History Questionnaire
Commercial Real Estate Advisory and Brokerage Services in the San Francisco Bay Area RFP January 14, 2022 Attachment A: Vendor History Questionnaire
Attachment B: Q&A
Oracle Cloud Application Support RFP—REVISED August 3, 2021 Attachment A: Vendor History Questionnaire
Attachment 1: Q&A
Attachment 2: Addendum 1
Cloud-based electronic filing solution RFP-REVISED July 9, 2021

Attachment B: Vendor History Questionnaire
Attachment C: E-Filing functional requirements 
Attachment D: E-Filing nonfunctional requirements
Attachment 1: Q&A
Attachment 2: Q&A #2
Attachment 3: Addendum 1
Attachment 4: Q&A #3
Pen and Paper Remote Proctoring Program RFI May 24, 2021 General Notice: Pen and Paper Remote Proctoring Program RFI
Pen and Paper Remote Proctoring Program RFI December 28, 2020
LA Security Services RFP October 15, 2020 Attachment 1: Itemized Cost Proposal — REVISED
Attachment 2: Vendor History Questionnaire
Attachment 3: Q&A
Attachment 4: Q&A #2
Attachment 5: Q&A #3
Application Security Assessment and Analysis Services RFP — REVISED September 23, 2020

Attachment 1: Vendor History Questionnaire
Attachment 2: Q&A
Attachment 3: Addendum 1
Attachment 4: Q&A #2
Attachment 5: Q&A #3
Bar Card Printing RFP August 28, 2020

Attachment A: Itemized Costing Proposal
Attachment B: Vendor History Questionnaire
Attachment C: 2020 Bar Card Sample

Attachment D: 2020 Carrier Sample
Attachment E: 2020 Outgoing Envelope Sample
Attachment F: Q&A
Governmental Affairs and Legislative Representative RFP August 12, 2020 Attachment 1: Vendor History Questionnaire
CMS Support Services RFP—REVISED May 15, 2020 Attachment 1: Itemized Costing Proposal
Attachment 2: Vendor History Questionnaire
Attachment 3: Addendum 1
Attachment 4: Q&A
Oracle Cloud Application Support RFP March 20, 2020 Attachment 1: Itemized Costing Proposal
Attachment 2: Vendor History Questionnaire
Engineering Maintenance and Services RFP October 4, 2019 Attachment 1: Itemized Costing Proposal
Attachment 2: Vendor History Questionnaire
Janitorial Maintenance and Services RFP October 4, 2019 Attachment 1: Itemized Costing Proposal
Attachment 2: Vendor History Questionnaire
Attachment 3: Task Frequency Schedule
Attachment 4: Janitorial Services RFP Q&A
Property and Construction Management RFP July 15, 2019 Attachment 1: Vendor History Questionnaire
Attachment 2: 180 Howard Street Supplemental Information
General Notice: Submission Requirements
Leasing Brokerage RFP July 15, 2019 Attachment 1: Vendor History Questionnaire
Attachment 2: 180 Howard Street Supplemental Information
General Notice: Submission Requirements
Statutory Funding Opportunity for Non-Profit Entity Providing Peer Support for Recovering Attorneys RFP December 20, 2018  
2018 Document Scanning Storage RFP August 29, 2018 Attachment A: 1 - Archival Storage LA;
2 - Archival Storage SF
Attachment A2: Scanning Shredding Cost
Attachment B: Vendor Questionnaire
Attachment C: File Locations
Attachment D: Typical Case Files for Scanning
Attachment E: Q&A
Cisco Network Hardware IFB July 27, 2018 Attachment 1: Request for Proposal
Attachment 2: Vendor History Questionnaire
Attachment 3: Job-Analysis-RFP-Q&A
Attorney Job Analysis July 20, 2018 Attachment 1: Request for Proposal
Attachment 2: Vendor History Questionnaire
Attachment 3: Job-Analysis-RFP-Q&A
Professional Auditing & Accounting
Services RFP		 August 3, 2018 Attachment 1: Request for Proposal

Attachment 2: Statement of Expenditures of Mandatory Fees

Attachment 3: 2018 Proposed Final Budget

Attachment 4: State Bar Organization

Attachment 5: Itemized Cost Proposal

Attachment 6: Vendor History Questionnaire

Attachment 7: Report of Independent Auditors

Attachment 8: 2017 Report to Board of Trustees

Attachment 9: Q&A

Attorney Job Analysis Study

 April 30, 2018 No Attachment

New Attorney MCLE E-Learning Services

 

 Sept. 1, 2017 Attachment A: Questionnaire;
Attachment B: Legal Ethics Subjects Outline;
Attachment C: Basic Skills Subjects Outline;
Attachment D: Accessibility Compliance Matrix;
Q&A: 8-28-17
Management Consulting Services June 21, 2017 Attachment A: Draft of Senate Bill 36; Attachment B: Vendor History Questionnaire
Admissions Information
Management System		 April 28, 2017 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Attachment C: Accessibility Compliance Matrix; Attachment D: Concept of Operations; Attachment E: Concept of Operations Requirements Compliance; Attachment F: Requirements Gaps and Exceptions; Attachment G: Service Requirements; Attachment H: Functional Guidelines; Attachment I: Definition of Phases; Attachment J: Technical Requirements Compliance Matrix; Q&A: 3-10-17; Q&A: 4-4-17
Sections Government Affairs & Legislative Representation Feb. 3, 2017 Attachment B: Vendor History Questionnaire;
Admission Wall Certificates Jan. 13, 2017 Attachment A: Example Wall Certification; Attachment B: Vendor History Questionnaire
Government Affairs & Legislative Representation Jan. 13, 2017 Attachment B: Vendor History Questionnaire;
State Bar District Elections Dec. 16, 2016 Attachment A: Itemized Cost Revenue Proposal; Attachment B: Vendor History Questionnaire; Attachment C: Accessibility Compliance Matrix; Exhibit 1: Board of Trustees Election Rules
Network Analysis & Security Assessment Nov. 18, 2016 Attachment B: Vendor History Questionnaire; Addendum 1; Q&A: 11-08-16; Q&A: 11-15-16
Online Streaming Continuing Legal Education (CLE) Sept. 9, 2016 Attachment A: Itemized Cost Revenue Proposal; Attachment B: Vendor History Questionnaire; Attachment C: Accessibility Compliance Matrix; Attachment D: Program Requirements Questionnaire; Q&A: 08-31-16
Overhead Allocation Review & Audit Aug. 10, 2016 Attachment B: Vendor History Questionnaire; Attachment D: Adoption of 2016-18 Budget Cost Allocation Plan February 2016; Attachment E: State Bar Cost Allocation Plan Review January 2016; Q&A: 08-03-16; Q&A: 08-09-16
Executive Search, Survey & Analysis Services, OCTC July 26, 2016 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire
Underwriter/Producer/Administrator for Sponsored Long Term Care And Disability Insurance Program Feb. 29, 2016 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Attachment C: Accessibility Compliance; Attachment D: Program Compliance
Case and Records Management System Feb. 4, 2016 Attachment A: Matrix Instructions; Attachment B: System Wide Requirements; Attachment C: OCTC Specific Requirements; Attachment D: SBC Specific Requirements; Attachment E: Probation Specific Requirements; Attachment F: Membership Services Specific Requirements; Attachment G: Service Requirements Compliance Matrix; Attachment H: Technical Requirements Compliance Matrix; Attachment I: Accessibility Standards Compliance Matrix; Attachment J: Vendor History; Attachment K: Itemized Cost Proposal; Q&A: 01-15-16; Q&A: 01-27-16
Compensation, Classification and Workforce Planning Dec. 14, 2015 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Q&A: 12-03-15
Security Services (Los Angeles) Nov. 13, 2015 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire
State Bar Website Redesign Sept. 18, 2015 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Attachment C: Accessibility Compliance Web Design; Q&A: 08-31-15; Q&A: 09-04-15; Q&A: 09-11-15
Interoffice Mail Delivery Services Sept. 17, 2015 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Q&A: 09-08-15
Underwriter/Producer/Administrator for Sponsored Auto & Homeowners Insurance Program Sept. 11, 2015 Attachment A: Itemized Cost Revenue; Attachment B: Vendor History Questionnaire; Attachment C: Accessibility Compliance; Attachment D: Program Compliance; Q&A: 09-08-15
eCMS - Document Management Aug. 12, 2015 Attachment B: Vendor History Questionnaire; Q&A: 08-06-15
Courtroom Audio Visual System Upgrades July 30, 2015 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Q&A: 07-17-15; Q&A: 07-22-15; Q&A: 07-24-15
Fee Statement Production June 17, 2015 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Exhibits1-9; Q&A: 06-03-15
Outcomes Study of Past Participants June 10, 2015 Attachment B: Vendor History Questionnaire; Q&A: 05-22-15
Financial Support and Analysis May 27, 2015 Attachment B: Vendor History Questionnaire; Q&A: 05-21-15
Underwriter/Producer/Administrator for Sponsored Long Term Care And Disability Insurance Program May 13, 2015 Attachment A: Program Compliance; Attachment B: Vendor History; Attachment C: Accessibility Compliance
IBMi Administrative Support April 3, 2015 Q&A: 03-27-15
Admissions Information Systems Project Management March 20, 2015 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Q&A: 03-13-15
SF PureFlex Sept. 12, 2014 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire
Online Registration and Eblast Services Oct. 1, 2014 Attachment B: Vendor History Questionnaire; Attachment C: Accessibility Standards Compliance; Q&A: 09-24-14
Coordination of Legal Aid May 30, 2014 Attachment B: Vendor History Questionnaire; Attachment C: Accessibility Standards Compliance
Records Retention Consulting May 30, 2014 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire
Student Loan Financing Services May 27, 2014 Attachment A: Vendor History Questionnaire; Attachment B: Accessibility Standards Compliance
State Bar Board of Trustees District Elections April 10, 2014 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Attachment C: Accessibility Standards Compliance; Q&A: 03-25-14
RFP Actuarial Services Dec. 19, 2013 Attachment A: Beneficiary Demographics; Attachment B: Benefit Plans
Civics Education Learning Engagement Dec. 3, 2013  
Engineering Maintenance and Services for 845 S. Figueroa Nov. 15, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History; Attachment C: Engineering Services Scope
Janitorial Maintenance and Services for 845 S. Figueroa Nov. 13, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History; Attachment C: Task Frequency Schedule
Corporate Moving and Technology Disconnect/Reconnect Services Oct. 29, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History; Attachment C: Move Scope of Services; Attachment D: IT Disconnect-Reconnect Scope of Services; Attachment E: Origin and Destination Building Information
Membership Bar Card Packets Nov. 6, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Attachment C: Bar Card; Attachment D: Carrier Back; Attachment E: Carrier Front; Attachment F: Insert Back; Attachment G: Insert Front; Attachment H: Outgoing Envelope
Government Affairs and Legislative Representation Services Nov. 1, 2013  
Enterprise Content Management April 8, 2014 Attachment A: Vendor History; Attachment B: Document Summary by Senior Executive Area; Q&A: 04-04-14
Printing of Consumer Guides Nov. 6, 2013 Attachment A: Sample Guide - Kids and the Law; Q&A: 10-15-13; Q&A: 10-30-13
Grantmaking Software Oct. 22, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History; Attachment C: Accessibility Standards Compliance; Q&A: 10-11-13
California Bar e-Journal Advertising Representative Oct. 14, 2013 Attachment A: Accessibility Standards Compliance; Attachment B: Email Samples; Attachment C: CBJ New Media Kit; Q&A: 9-23-13
Professional Auditing and Accounting Services Sept. 30, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Business History; Attachment C: State Bar Basic Financial Statements 2012; Attachment D: State Bar Report to BOT 2012; Attachment E: Statement of Expenditures 2012; Attachment F: Bar Organizational Chart; Attachment G: 3-year Budget 2013-15; Attachment H:Q&A: 9-23-13
Remote Configurable Network Computing Sept. 20, 2013 Attachment A: Itemized Cost Proposal
Audio Visual Systems Sept. 24, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History; Attachment C: Requirements
Conference Site Selection and Contract Negotiation Services Aug. 1, 2013 Attachment A: Vendor History Questionnaire; Q&A 7-17-13; Q&A 7-24-13
Furniture, Fixtures and Equipment July 9, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Attachment E: Project Schedule
Member Benefit Partnerships May 31, 2013 Attachment A: Vendor History Questionnaire
Employee Benefits Consulting Services May 13, 2013 Attachment A: Vendor History Questionnaire; Q&A: 4-19-13; Q&A 5-6-13
Lenovo Hardware Procurement May 3, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Terms & Conditions
KnowledgeLake Software Procurement May 3, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Terms & Conditions
Strategic Communications Consultation May 1, 2013 Q&A: 4-19-13; Q&A: 4-29-13
Change Management March 27, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Q&A: 3-19-13
Social Media Marketing April 19, 2013 Attachment A: Tip the Scales; Attachment B: Vendor History Questionnaire; Attachment C: Accessibility Standards Compliance; Q&A: 3-12-13
Third-Party Drug Testing Services March 28, 2013 Q&A: 3-19-13
Offsite Records Storage March 20, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Attachment C: Offsite Account Inventory; Attachment D: Sample Service Scenarios; Q&A: 3-13-13
Preconstruction Services and Construction Management at Risk Services Feb. 19, 2013 Attachment A: Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Attachment C: Affidavits; Exhibit 1: Square Footage Report; Exhibit 2: Base Building Architectural; Exhibit 3: Prelim T1 Schematic Design; Exhibit 4: Phase I; Exhibit 5: ALTA Survey
Storage and Fulfillment of Consumer Education Guides and Pamphlets Feb. 8, 2013 Attachment A : Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Attachment C: Accessility Standards Compliance; Attachment D: Publication Inventory; Attachment E: Order Log Detail; Attachment F: Average Order Stats; Q&A 1-22-13
Enterprise Licensing Agreement Nov. 26, 2012 Attachment A: Itemized Cost Proposal
Court Case Management System Dec. 7, 2012 Attachment A : Itemized Cost Proposal; Attachment B: Vendor History Questionnaire; Attachment C: Statement of Work; Attachment D: Service Requirements; Attachment E: Technical Requirements; Attachment F: Functional Requirements; Attachment G: Data Sharing Details; Attachment H: Accessibility Standards Compliance Matrix; Q&A 11-26-12
Data Integration Software Oct. 26, 2012 Attachment A: Itemized Cost Proposal; Attachment B: Business History Questionnaire; Attachment C: Accessibility Standards Compliance Matrix; Attachment D: Visual Computing Environment; Data Integration Questionnaire; Q&A 10-16-12; Q&A 10-19-12; Q&A 10-22-12
Member Benefit Partnerships Nov. 1, 2012 Attachment B: Vendor History Questionnaire
Healthcare Benefits Program Administrator July 12, 2012 Attachment A: Itemized Revenue/Cost Proposal; Attachment B: Business History/Financial Viability Questionnaire; Attachment C: Detailed Business Requirements Questionnaire
IBM PureFlex System Hardware Oct. 23, 2012 Attachment A: IBM Pureflex Itemized Cost Proposal
Elimination of Bias Video Project Sep. 18, 2012 Attachment A : Itemized Cost; Attachment B - Business History; Q&A 8-31-12, Q&A 9-10-12
Group Personal Excess Insurance Program Aug. 24, 2012 Attachment A: Itemized Revenue/Cost Proposal;
Attachment B: Business History / Financial Viability Questionnaire
Auto & Homeowner's Insurance Program Aug. 2, 2012 Attachment A: Itemized Revenue/Cost Proposal;
Attachment B: Business History / Financial Viability Questionnaire
Audio & Web Conferencing Services July 11, 2012 Attachment A - Itemized Cost; Attachment B - Business History; Attachment C - Conferencing Services Detail; Attachment D - Requirements Summary
Elimination of Bias Education Materials June 22, 2012  
Change Management Services May 25, 2012  
Commercial Real Estate Brokerage Services May 14, 2012 Attachment A - Business History / Questionnaire
Leasing, Property Management and Construction Management Services Apr. 9, 2012 Attachment A - Itemized Cost Proposal; Attachment B - Business History / Questionnaire; Attachment C - Supplemental Information
Trial Case Management System Mar. 5, 2012 Attachment A - Itemized Cost Proposal; Attachment B - Business History / Questionnaire; Attachment C - Sample Report; Attachment D - CMS Implementation Work Plan Tasks; Q&A 2/24/12
Online Continuing Legal Education Feb. 17, 2012 Attachment A - Online CLE Questionnaire; Q&A 2/8/12
Express Mail Services Dec. 15, 2011 Attachment A - Itemized Revenue/Cost Proposal
Board of Trustees Elections Nov. 22, 2011 Attachment A - Itemized Revenue/Cost Proposal; Attachment B - Business History/Questionnaire; Q&A 11/17/11
Iseries Support Nov. 9, 2011 Attachment A - Itemized Revenue/Cost Proposal; Q&A 11/3/11
Healthcare Program Administrator Oct. 18, 2011 Attachment A - Itemized Revenue/Cost Proposal; Attachment B - Business History/Questionnaire; Attachment C - Detailed Business Requirements Questionnaire; Q&A 9/23/11
Telephony Refresh Project Sept. 14, 2011 Attachment A - Itemized Cost Proposal; Attachment B - Business History/Questionnaire; Attachment C - Telecommunications Platform Detail; Attachment D - Site Summary; Attachment E - System Requirements Summary; Attachment F - Confidentiality & NDA; Q&A 7/29/11, Q&A 8/24/11, Q&A 9/6/11
LA ISP Carrier Replacement Aug. 18, 2011 Attachment A - Itemized Cost Proposal
Multi-Function Digital Network Copiers July 27, 2011 Attachment A - Itemized Cost Proposal; Attachment B - Business History/Questionnaire, Attachment C - Fleet Profile, Attachment D - Equipment Line
Questions & Answers
Design, Printing and Mailing Services July 22, 2011 Attachment A - Itemized Costs Proposal; Attachment B - Questions and Answers
Janitorial Maintenance and Services Dec. 3, 2010 Attachment A - Itemized Costs; Attachment B - Vendor History
Video Conference Refresh and Expansion Dec. 1, 2010 Attachment A - Itemized Cost Proposal
Public Site Web Hosting Nov. 30, 2010 Attachment B - Technical Requirements
Cisco Network Equipment Refresh Project Nov. 29, 2010 Attachment A - Itemized Cost Proposal; Attachment B - Itemized Trade-in Proposal
Offsite Records Storage for San Francisco Office Nov. 16, 2010 Attachment A - Itemized Costs; Attachment B - Vendor History