Strategic Planning Consulting Services (Request for Proposal)
Posted
Sep 2, 2026
Oct 23, 2026
Strategic Planning Consulting Services.
Track open bid opportunities, contracts, public meetings, and key contacts for California State Bar.
Active opportunities open for bidding
Posted
Sep 2, 2026
Oct 23, 2026
Strategic Planning Consulting Services.
Key metrics and characteristics
City
The city where this buyer is located.
San Francisco nLos Angeles
Address
Physical address of this buyer.
180 Howard St. n845 S. Figueroa St.
Phone Number
Contact phone number for this buyer.
(800) 843-9053
Propensity to Spend
How likely this buyer is to spend on new technology based on operating budget trends.
AI Adoption Score
How likely this buyer is to adopt new AI technologies.
Startup Friendliness
How often this buyer champions startups and early adoption.
Latest Budget Year
Unlock to view
Operating Budget
Unlock to view
Includes fiscal year calendars, procurement complexity scores, and strategic insights.
Get alerted before the bid drops, know which RFPs to pursue, and generate compliant drafts with AI.
AI-ranked best-fit opportunities before bid boards
Auto-drafted, compliance-ready outlines & boilerplate
Competitor & pricing intel from past awards
Native sync to Salesforce & HubSpot
Track vendor wins and renewal opportunities
This contract details a 'Software License and Professional Services Agreement' between Tyler Technologies, Inc. and the State Bar of California, effective December 14, 2016. Tyler Technologies will license its software and provide professional services for the implementation of the Odyssey case management solution across various State Bar departments. The agreement comprises a Software License, a Maintenance and Support Services Agreement (with an initial three-year term), a detailed Statement of Work including a project schedule, and provisions for travel expenses, escrow services, and accessibility standards. Key financial figures, such as license fees and annual maintenance fees, are specified to be in an unprovided 'Investment Summary' (Schedule 1).
This document comprises a Purchase Order (160839, Change Order 1) which consolidates various services and amendments totaling $505,088.34 USD, spanning from 12/16/2016 to 12/31/2021. It also includes a specific Amendment, effective February 16, 2021, between Tyler Technologies, Inc. and The State Bar of California. This amendment adds Odyssey Optical Character Recognition (Level 3) software for a one-time license fee of $3,800, with an annual maintenance and support fee of $798, and waives professional service fees.
This document is a combined Amendment Three and an Ordering Document for Oracle Cloud Services. Amendment Three extends the term for placing orders under the master Oracle Cloud Services Agreement (US-CSA-1484911) from five to ten years, effective 04-May-2023. The Ordering Document, contingent on this amendment, details the purchase of various Oracle Cloud Services by the State Bar of California for a subscription term from 2-Jul-2023 to 1-Jul-2024, totaling 284,882.11.
This Oracle Ordering Document outlines the renewal of various Oracle Cloud Services for the State Bar of California, effective from July 2, 2025, to July 1, 2026. It also details an expansion of services starting on July 1, 2026, which will run for 12 months. The total contract value for all specified cloud services, including the renewal and expansion, is $330,894.72. The document specifies payment terms, references a master agreement, and includes billing and shipping details.
This document, Oracle Amendment Four, modifies the Oracle Cloud Services Agreement US-CSA-1484911 (dated April 28, 2017). The amendment specifically changes Section 9.1, extending a term duration from 'ten' to 'fourteen'. The amendment was signed on May 21, 2026, and was valid for signature until May 31, 2026, with its effective date to be completed by Oracle.
Board meetings and strategic plans from California State Bar
The committee reviewed operational and financial reports, including revenue projections and the appointment of new commissioners. Reports were presented by the Grant Eligibility and Support Committee and the PDI Treasury regarding grant funding recommendations. Discussions focused on the committee's charter, specifically clarifying delegated authority for urgent matters. Furthermore, the committee received a comprehensive update on the CJW program, detailing public feedback results and the recent resolution passed by the Board of Trustees in support of the program.
The meeting focused on the ratification of amendments to the board policy manual. Key topics included aligning the manual with statutory language, establishing oath of office requirements, clarifying training compliance for the Bagley Keene Open Meeting Act, and updating ethics and conflict of interest provisions. The committee also approved increasing the General Counsel's settlement authority to $50,000, discussed procedures for the settlement of debt owed to the State Bar, and reviewed policies regarding the Client Security Fund. Additionally, the committee deliberated on electronic communication protocols for board members and initiated discussions regarding potential future policies on artificial intelligence.
Public-sector contacts connected to California State Bar.
See expiring contracts, renewal timing, pricing history, and competitor awards, then sync the data to your CRM.
Expiring contracts, renewals, and award history
Competitor contract data and source files
Budget and spend signals to prioritize accounts
Native sync to Salesforce and HubSpot
The Commission conducted a meeting featuring public comment regarding funding for the Coalition of California Welfare Rights Organization (CCWRO) and the Community Justice Worker program. Various stakeholders and representatives from organizations such as the Wage Justice Center, National Consumer Law Center, and Impact Justice provided testimony on CCWRO's operational challenges, staffing, and compliance with corrective action plans. The Commission also proceeded with voting on agenda items and administrative business.
Extracted from official board minutes, strategic plans, and video transcripts.
Track California State Bar meetings, strategic plans, and budget discussions before the public bid appears.
Early signals from meeting minutes and plans
Vendor mentions and competitor tracking
Decision timeline from discussion to RFP
Quotable insights from buyer leadership