Attachment 6 - Proposal Checklist.docx

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Attached to
RFP 2026-04 Enterprise Strategic Planning Services
Solicitation number
0000039752
Issued by
California

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Written by GovTribe AI ·

This is a proposal checklist for RFP 2026-04 Enterprise Strategic Planning Services issued by Covered California, a California state entity. The solicitation seeks qualified proposers to develop a comprehensive Enterprise Strategic Plan that establishes bold, cross-divisional strategic goals supported by measurable objectives and key results (OKRs) and key performance indicators (KPIs). The deliverables include a phased implementation roadmap, strategic budgeting alignment, annual business planning tools to support flexible year-to-year execution, and an organization-wide communications and training plan. The checklist serves as a verification tool for proposers to ensure all required proposal components are submitted in compliance with the RFP requirements.

The checklist outlines specific submission requirements that proposers must address, including documentation of qualifications, relevant experience, proposed methodologies, team composition, and pricing information. Proposers are instructed to verify completion of each checklist item prior to submission to ensure their proposals meet all mandatory criteria for evaluation and consideration. The checklist functions as a critical internal control mechanism to reduce proposal deficiencies and establish a consistent baseline for proposal review across all submissions received.

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Other files

File Type Posted
Exhibit A - Scope of Work.pdf PDF
Attachment 3 - Contractor Certification Form.docx DOCX document
Exhibit B - Budget Detail and Payment Provisions.pdf PDF
RFP 2026-04 STD 213.pdf PDF
Attachment 7 - HBEX 707 Generative Artificial Intelligence Risk Assessment.pdf PDF
Exhibit B Attachment 1 - Cost Worksheet.pdf PDF
Attachment 8 - Client References.docx DOCX document
RFP_2026-04_Cal_eProcure.pdf PDF
Attachment 2a - Payee Data Record Supplement (STD. 205).pdf PDF
Exhibit C, Attachment 1 - Resumes.pdf PDF
Attachment 4 - SEI Certification.docx DOCX document
Exhibit C - General Terms and Conditions.pdf PDF
Attachment 1 - Proposal Cover Page.docx DOCX document
Attachment 9 - DVBE Declarations (STD. 843).pdf PDF
Attachment 5 - Bidder Declaration (GSPD-05-105).pdf PDF
Attachment 2 - Payee Data Record (STD. 204).pdf PDF
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Covered California RFP 2026-04: Enterprise Strategic Planning Services

ATTACHMENT 6 – PROPOSAL CHECKLIST

In order to be deemed responsive, a proposal package must contain all of the items identified below as required; optional attachments that are not applicable do not need to be included. The Proposer must complete this checklist to confirm the items contained in the proposal submission by marking the boxes next to the items included.

REQUIRED ADMINISTRATIVE ATTACHMENTS

Included
Number
Name
☐
1
Proposal Cover Page
☐
2
Payee Data Record (STD. 204)
☐
3
Contractor Certification Form
☐
4
Statement of Economic Interests Certification
☐
5
Bidder Declaration (GSPD-05-105)
☐
6
Proposal Checklist
☐
7
Generative Artificial Intelligence Risk Assessment (HBEX 707)
☐
8
Client References

OPTIONAL ADMINISTRATIVE ATTACHMENTS

Included
Number
Name
☐
XX
Contract Language Modification Matrix
☐
2a
Payee Data Record Supplement (STD. 205)

This form is optional. Form is used to provide remittance address information if different than the mailing address on the STD 204 – Payee Data Record. Use this form to provide additional remittance addresses and additional Authorized Representatives of the Payee not identified on the STD 204.) STD 205 (New 03/2021)

☐
9
Disabled Veteran Business Enterprise Declarations (STD. 843)

REQUIRED ADMINISTRATIVE DOCUMENTS

Included
Name
☐
Certificate of Liability Insurance (or letter explaining why it is not included at this time)
☐
Proof of Worker’s Compensation Liability Insurance
☐
Proof of Professional Liability Insurance (or letter explaining why it is not included at this time)
☐
Proof of Automobile Liability Insurance (or letter explaining why it is not included at this time)
☐
Proof of Active status with the California SOS (Current Certificate of Status or copy of Entity Detail page from SOS Business Search)

REQUIRED MODEL CONTRACT WITH EXHIBITS

Included
Name
☐
Standard Agreement (STD. 213)
☐
Exhibit A – Scope of Work
☐
Exhibit A, Attachment 1 – Sample Work Order
☐
Exhibit B – Budget Detail and Payment Provisions
☐
Exhibit B, Attachment 1 – Cost Worksheet
☐
Exhibit C – General Terms and Conditions

File details come from the government source that posted it. Updated .