SB1249 Consulting

The California Department of Aging (CDA) has issued Request for Proposal RFP-2526-04 for SB1249 Consulting services, seeking a single contractor to deliver comprehensive consulting services related to Senate Bill 1249 and California's Area Agencies on Aging designation processes. The procurement encompasses four primary deliverables: process mapping for the county right of first refusal designation process, development of a comprehensive risk assessment tool that integrates fiscal monitoring, program monitoring, and auditing requirements, completion of gap analysis reviews to identify duplication and gaps resulting from designation changes, and creation of contract templates for use by Area Agencies on Aging with their subcontractors. Required qualifications include a minimum of two years' experience in project management, strategic planning, change management, and stakeholder engagement, with preference given to applicants with prior experience working with state departments; proposers must maintain an office and/or staff location within California and submit three customer references, two work samples of similar scope, resumes for key personnel, proof of legal right to do business in California, and financial solvency certification. Technical proposal evaluation will be scored across five categories: education (10 points), experience (25 points), work plan and approach (50 points), effective timeframes (15 points), and cost (80 points), for a total of 200 possible points. The proposal submission deadline is June 2, 2026, at 4:00 PM Pacific Time; proposers must submit written questions by May 13, 2026, with anticipated addenda posted May 19, 2026; and the anticipated award date is June 23, 2026, with a contract start date of July 1, 2026, and an anticipated one-year contract term through June 30, 2027.

The RFP includes preference programs and set-asides that provide evaluation advantages to qualified applicants, specifically a 5% small business preference for certified California small businesses and a Disabled Veteran Business Enterprise (DVBE) incentive of up to 5 points for qualifying participants; contracts exceeding $100,000 are subject to Target Area Contract Preference Act (TACPA) eligibility provisions. No incumbent vendors or existing contractors are identified in the solicitation documentation. The maximum budget allocation for this procurement is $400,000, comprised of a $300,000 ceiling for hourly labor rates and a $50,000 ceiling for other costs; compensation shall be based on the contractor's bid and submitted monthly in arrears for services satisfactorily rendered. The contractor must comply with comprehensive compliance requirements including California civil rights certifications, drug-free workplace compliance, National Labor Relations Board compliance, pro bono legal service obligations for contracts exceeding $50,000, domestic partner and gender identity policy compliance, Darfur Contracting Act requirements, and insurance obligations including workers' compensation, general liability ($1,000,000 per occurrence/$2,000,000 aggregate), automobile liability ($1,000,000 combined single limit), employee dishonesty/crime ($1,000,000), and errors and omissions/professional liability ($1,000,000 per occurrence/$3,000,000 aggregate). All work product, including copyrightable materials, becomes the property of CDA, and the contractor must implement comprehensive information security safeguards compliant with NIST SP 800-53 and maintain strict confidentiality protocols for all personally identifiable information.