Lake Forest Opengov #2026-RFP-043

Lake Forest strategic planning platform SaaS, implementation, and training

The City of Lake Forest is seeking a cloud-based strategic planning platform and related implementation services for use across City departments. - Buyer: City of Lake Forest, City Manager, Lake Forest, Orange County, California. - Request: Strategic planning software delivered as SaaS, including implementation, initial training, and ongoing training resources. The platform will support development and updates to the City’s long-range strategic plan. - Requested services and pricing: Year 1–3 annual SaaS subscriptions; one-time implementation and training; two optional Year 4 entries in the pricing schedule, whose distinction is unclear; and optional operational planning and performance-management workshops. - Platform capabilities: Manage plans and initiatives across departments; track tasks, dependencies, KPIs, and progress; provide consolidated status views and configurable reports; and support internal filtering and public-facing dashboards with multilingual functionality and no third-party plugins. - Public information: Dashboards should communicate community goals, progress, spending, maintenance plans, and City priorities in accessible formats. Public-facing interactive maps of capital projects, showing location, phase, status, and budget, are desirable. - Training: Provide initial training for the City’s project manager/administrator and staff, plus training resources for continued use. - OEMs and vendors: No software manufacturer, OEM, reseller, or vendor is named in the opportunity. - Other stated agreement conditions: The attached consultant agreement template refers to compliance with prevailing wage laws and limits subcontracting without City approval; project-specific details in that template remain placeholders.

Description

The City of Lake Forest seeks proposals for implementation and software-as-a-service for a cloud-based strategic planning platform. The platform will support development and updates to the FY 2027–28 through FY 2033–34 Strategic Plan across City departments, including KPIs, reporting, and public-facing dashboards for community goals, progress, spending, and City priorities. Work includes software implementation, training, and ongoing support; operational planning and performance-management workshops are optional/desirable. The anticipated initial contract term is January 1, 2027 through December 30, 2029, with up to two additional one-year extensions at the City's discretion.

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