21150720 Objectives and Key Results Tracking and Reporting Platform

The California Health and Human Services Agency, Office of Technology and Solutions Integration (CalHHS OTSI) is soliciting information on a cloud-based Software as a Service (SaaS) performance management platform for tracking objectives and key results, with RFI responses due August 28, 2026.

This is an RFI for planning and information purposes only and does not constitute a binding solicitation. CalHHS OTSI currently relies on Excel spreadsheets and Power BI for OKR tracking and seeks to advance to a highly scalable, reliable, and feature-rich platform. Vendor responses become property of the State and may be subject to the California Public Records Act. Submitting a response does not guarantee consideration for future solicitations, nor does declining to respond preclude future bid eligibility.

The platform must enable multi-level access for viewing, reporting, and updating individual OKRs while maintaining change logs for progress tracking. Key requirements include an intuitive user interface; data visualization capabilities; commercial off-the-shelf status with successful implementation in at least three public agencies within five years; full system integration without code modifications; role-based security; remote access via secure web browser with single sign-on; and disclosure of any GenAI technology. Vendors must confirm compliance with 25 specified requirements and provide detailed responses addressing their experience developing similar systems in the public sector, technical and business implementation assumptions, client experience with comparable solutions, help desk support policies, and pricing models delineating one-time versus ongoing costs.

Vendor questions or clarifications are due August 7, 2026, with State responses provided by August 14, 2026. Vendor demonstrations may be held at a date to be determined. Vendors bear all response preparation costs. No pricing information is specified in the RFI.