Issued By: The Regents of the University of California
RFP ID:
UC-wide RFP for Contract Lifecycle Management Solution (CLM) – 003826
RFP Date:
October 20, 2025
RFP Contact: Michael Wegmann – michael.wegmann@ucop.edu
University of California Procurement Services
Office of the President | 1111 Franklin Street | Oakland CA 94607-5200
The information contained in this Request for Proposal (RFP) is confidential and proprietary to the University of California and is to be
used by the recipient solely for the purpose of responding to this RFP.
TABLE OF CONTENTS
SECTION I: ORGANIZATIONAL CONTEXT........................................................ 4
1.1 University of California................................................................................... 4
SECTION II: PURPOSE & OBJECTIVES OF THE RFP................................... 5
2.1 RFP Objectives .......................................................................................................................... 5
2.2 Issuing Office and Communications Regarding the RFP .................................................... 6
SECTION III: SCOPE OF SERVICES..................................................................... 7
3.1 General Scope ........................................................................................................................... 7
3.2 Agreement Term ........................................................................................................................ 8
SECTION IV: RFP REQUIREMENTS & PROPOSAL SUBMITTAL
INSTRUCTIONS ................................................................................................. 8
4.1 Timeline ....................................................................................................................................... 8
4.2 Pre-proposal conference .......................................................................................................... 8
4.3 Intent to Respond to RFP ......................................................................................................... 9
4.4 Addenda to the RFP.................................................................................................................. 9
4.5. Method of Submission............................................................................................................... 9
4.6 Proposal Submission Process ................................................................................................. 9
4.7 Superfluous Materials ............................................................................................................. 10
4.8 Collusion.................................................................................................................................... 10
4.9 Late Proposals ......................................................................................................................... 10
4.10 Supplier Questions .................................................................................................................. 10
4.11 Proposal Preparation Costs ................................................................................................... 10
4.12 Proposal Validity Period.......................................................................................................... 10
4.13 Errors and Omissions.............................................................................................................. 11
4.14 General Conditions.................................................................................................................. 11
SECTION V: PROPOSAL EVALUATION AND AGREEMENT AWARD .. 12
5.1 Most Responsive and Responsible Supplier ....................................................................... 12
5.2 Best Value................................................................................................................................. 12
5.3 Investigations............................................................................................................................ 12
5.4 Right to Reject.......................................................................................................................... 12
5.5 Waiver........................................................................................................................................ 12
5.6 Right to Award.......................................................................................................................... 12
5.7 Agreement Award .................................................................................................................... 12
5.8 Right to Interview ..................................................................................................................... 13
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5.9 Right to Negotiate and Withdraw........................................................................................... 13
5.10 Multi-Phased Initiative ............................................................................................................. 13
5.11 Pricing and Incentives ............................................................................................................. 14
5.12 No Mandatory Use................................................................................................................... 14
5.13 Exclusions ................................................................................................................................. 14
5.14 Offshoring of Services............................................................................................................. 14
5.15 Disclosure of Records/Confidentiality of Information ......................................................... 14
5.16 Specifications and Exceptions ............................................................................................... 15
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REQUEST FOR PROPOSAL (RFP) EVENT AND PROCESS SUMMARY
SECTION I: ORGANIZATIONAL CONTEXT
1.1 University of California
The University of California (UC), one of the largest and most acclaimed institutions of higher
learning in the world, is dedicated to academic excellence in teaching, research, health care and
public service. Since the opening of its first campus in 1868, the University of California system
has been committed to responsible stewardship of its resources, education and innovation for the
public good. The UC has approximately 285,000 undergraduate and graduate students, a
workforce of 216,000, and encompasses ten campuses, six academic health centers, law school,
a statewide Division of Agriculture and Natural Resources and is also involved in the operation
and management of three national laboratories for the U.S. Department of Energy (DOE), as
further detailed herein:
• Ten Campuses:
UC Berkeley, UC Davis, UC Irvine, UC Los Angeles, UC
Merced, UC Riverside, UC San Diego, UC San Francisco,
UC Santa Barbara, UC Santa Cruz.
• Six Academic Health
Centers:
UC Davis, UC Irvine, UC Los Angeles, UC Riverside, UC
San Diego, UC San Francisco.
• The UC Office of the President: a central systemwide headquarters with offices primarily
located in Oakland and Sacramento, California, and teaching/administrative offices in
Washington, D.C.
• The Division of Agriculture and Natural Resources: a statewide research and public
service organization that serves a large and diverse agricultural community. The division
collaborates on research with all campuses and conducts studies at nine research and
extension centers and on private land in cooperation with California producers. In addition,
research and educational programs are conducted in each of the state’s 58 counties.
• UC Law San Francisco
• Lawrence Berkeley National Lab: owned by the Federal Government but managed by
the University of California.
• Additional centers and offices as further detailed at:
http://www.universityofcalifornia.edu/uc-system/parts-of-uc
Any awarded Agreement(s) will be available to all current and future locations of the University of
California and its Affiliates.
UC Procurement Services
UC Procurement Services is the centralized procurement/supply chain hub for the University of
California. UC Procurement Services develops and implements UC systemwide supply chain
strategies and policies that leverage UC's purchasing power to optimize UC systemwide spend.
UC Procurement Services coordinates with the entire UC system to establish UC systemwide
agreements for goods and services that are commonly purchased at UC locations. UC
systemwide agreements are created through a competitive RFP and award process that considers
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the business requirements and policies of the University, along with the quality and price of goods
and services.
UC Sustainable Practices Policy
The University of California, as part of its commitment to sustainability and in alignment with
its mission of teaching, research and public service will maximize its procurement of
sustainable products and services, within the constraints of research needs and budgetary
requirements and in compliance with all applicable rules, regulations, and laws. The UC
values the health and wellbeing of its students, staff, faculty, visitors, and suppliers, and
seeks to provide healthy and accessible conditions for the communities it serves, as well as
those throughout its supply chain. As such, goods, services, and supply chain impacts to
health and wellbeing will be considered as fundamental factors when making procurement
decisions. Where functional alternatives to harmful products and/or services exist, they will be
strongly preferred. The UC also values the economic vitality of the communities in which it
operates. UC seeks a supply chain that reflects those communities. The UC is committed to
ensuring best value within our supply chain, including Suppliers that align with our
Sustainable Procurement principles. The University aspires to spend 25% of its addressable
spend with a focus on Economic and Community Impact (ECI) which includes certified Small
Businesses (SB,SBE), Disabled Veteran Owned Business Enterprise (DVBE) and other
businesses that help drive the local economy. UC does not give preference based on race,
religion, color, citizenship, national or ethnic origin, ancestry, sex, gender, and gender
expression. UC actively works to ensure all suppliers have equitable access to compete for
UC business.
i. Environmental Marketing Claims:
The UC requires all sustainability related purchasing claims to be supported with UC
recognized certifications and/or detailed information on proven benefits, durability,
recycled content, and recyclability properties, in accordance with the Federal Trade
Commission’s (FTC) Green Guides for the use of environmental marketing claims.
SECTION II: PURPOSE & OBJECTIVES OF THE RFP
2.1 RFP Objectives
The UC invites qualified and responsible Suppliers to prepare and submit proposals to this
Request for Proposal (RFP) for for a UC Systemwide Contract Lifecycle Management Solution
(CLM) and any product related services, (together, the “Goods and Services) all in accordance
with Federal and State of California laws and the requirements of UC as further detailed in this
RFP.
The overall objective of this RFP is to select a Contract Life Cycle Management Solution Supplier,
to assist UC, in obtaining the best, most cost-effective Goods and Services of the highest quality
and standards. Qualified Suppliers are invited to submit proposals, based on the information
provided in this RFP with the intent to establish a business alliance with UC that will maximize the
resources of both organizations to meet the needs of UC most effectively.
UC anticipates early adoption with functional areas of Procurement, Business Contracts, Legal,
Policy and compliance, IT, and Risk. This will be a fully funded and managed initiative by UCOP
including roll out, implementation, training, and ongoing maintenance.
Annual User License and Permissions Estimates as outlined in the Price Sheet:
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This page summarizes the opportunity, including an overview and a preview of the attached documents.