CTCAC02-26 - Operational Modernization Consulting Services

The California Tax Credit Allocation Committee (CTCAC) is soliciting proposals for operational modernization consulting services under RFP CTCAC02-26, with proposals due August 24, 2026 at 5:00 p.m. PT. A 5% preference applies to certified small businesses, and an additional 5% preference is available to non-small businesses committing to 25% subcontractor participation with California certified small businesses. Optional DVBE and TACPA preferences are also available.

The scope comprises two phases. Phase 1 involves a full-lifecycle operational audit assessing current workflows across three disconnected databases, inter-agency coordination opportunities with CDLAC, HCD, and CalHFA, data environment and business processes, and regulatory alignment, culminating in a comprehensive modernization roadmap with prioritized recommendations and change management strategy. Phase 2 requires strategic transition oversight and quality assurance during implementation, including policy-to-practice translation, implementation monitoring, inter-agency liaison coordination, risk mitigation for program cycles and compliance mandates, and change management and training support.

The maximum contract value is $250,000 for the initial 12-month term, with an optional six-month extension valued at an additional $125,000. The contract term runs from October 1, 2026 through September 30, 2027. CTCAC holds an option to extend for an additional six months beyond the initial term.

Minimum qualifications include experience with LIHTC program operations, expertise in business process reengineering, demonstrated success with technology modernization, understanding of multi-agency coordination, and California business qualification. Proposals are evaluated on five weighted criteria: Technical Understanding & Approach (20 points), Demonstrated Experience (20 points), Work Plan Quality & Feasibility (20 points), Staff Qualifications (10 points), and Cost Reasonableness (30 points). Written questions are due August 11, 2026 at 12:00 p.m. PT. Award notification is anticipated for August 28, 2026. Proposals must be submitted in hard copy format (one unbound original and two copies) to the State Treasurer's office in Sacramento, with all required attachments including cost proposals, team resumes, references, and compliance certifications.