Senior Advisor and Quality Assurance Lead Technology Consultant Service
- Client
- Colorado Legal Services
- Solicitation No.
- —
- Posted
- 10/21/2026
- Category
- IT Services (Computer Maintenance and Technical Services)
- Budget
- Looking for Proposals
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedColorado Legal Services requires a technology consultant to act as a senior advisor and quality assurance lead for its Coordinated Statewide Intake transformation project. The consultant must audit current intake systems, provide independent quality assurance across project milestones, oversee SharePoint integrations, offer architecture guidance for LegalServer workflows, and support staff training and grant reporting. Only United States organizations with demonstrated legal aid or nonprofit technology consulting experience are eligible to apply. Applicants must email a single PDF proposal to Sarah Lipka at [email protected] by November 6, 2026, at 5:00 p.m. MST, containing vendor background, relevant experience, staffing, references, a work plan, and a cost proposal. Written questions are accepted through November 6, 2026. Proposals will be evaluated based on LegalServer, SharePoint, and project management expertise (35%), quality and clarity of the work plan (25%), experience with legal aid or non-profits (20%), and cost/value within the fixed budget (20%). The contract spans approximately 16 months with an anticipated December 2026 kickoff, and total proposed costs must not exceed $70,000.
Key solicitation details
AI-extracted from colorado-legal-services-csi-transformation-project-tech-consultant.pdf. Confirm against the original documents before bidding.
Colorado Legal Services is issuing a Request for Proposals to engage a Senior Technology Advisor and Quality Assurance Lead for its Coordinated Statewide Intake Transformation Project. The consultant will provide expert audit, planning, architecture, and quality assurance support across three technology objectives, including enhancing online intake functionality and optimizing LegalServer workflows. Individual consultants or firms with LegalServer configuration and project ma…
- Issued by
- Colorado Legal Services
- RFP Issue Date
- Friday, October 16, 2026
- Questions will be responded to up to
- Friday, November 6, 2026
- Proposal Deadline
- Friday, November 6, 2026, 5 p.m. MST
- Anticipated Contract Execution & Kickoff
- Early December 2026
- How to submit
- Submission details
- Submit proposals via email as a single PDF document to Sarah Lipka at [email protected]. Most proposals are anticipated to run approximately 8-10 pages, excluding resumes and references.
- Contract term
- 18 months grant term, with consultant engagement spanning approximately months 2–18 (approx. 16 months)
- Estimated value
- $70,000 (Not to Exceed)
- Place of performance
- Offsite
- Insurance and bonding
- General liability and professional liability (errors & omissions) insurance in amounts to be specified in the resulting contract
- Funding
- Legal Services Corporation (LSC) Technology Initiative Grant (TIG)
How proposals are evaluated
| LegalServer configuration expertise, SharePoint configuration knowledge/experience, and project management experience (relevant to the skill set proposed) | 35% |
| Technical approach and demonstrated understanding of project scope | 20% |
| Cost and overall value within the available budget | 20% |
| Staffing plan, availability, and continuity across the engagement | 15% |
| Strength of references | 10% |
Scope of work
- Lead an audit of the current online intake system and produce a prioritized enhancement plan
- Support dynamic intake questionnaires, eligibility screening, routing logic, and callback scheduling development
- Lead structured quality assurance sessions and provide formal sign-off recommendations before go-lives
- Support staff and partner-organization training on the enhanced intake system
- Lead a comprehensive COLS (LegalServer) workflow assessment and provide architecture guidance
- Provide QA oversight for dynamic questionnaires, eligibility logic, and routing workflows tested in staging
- Support a joint audit of existing disposition instructions and SharePoint document architecture
- Provide QA oversight for the disposition management framework and SharePoint-COLS integration
Minimum qualifications
- Demonstrated LegalServer configuration expertise sufficient to provide credible architecture guidance and quality assurance review
- Demonstrated project management experience leading multi-month technology implementation projects
- Demonstrated experience providing technology consulting to legal aid organizations, nonprofits, or comparable mission-driven service organizations
- Experience with Microsoft SharePoint architecture and SharePoint integrations with case management or line-of-business systems
- Demonstrated quality assurance and testing methodology for software configuration or systems integration projects
- Experience conducting operational or technology assessments (audits) and translating findings into prioritized, actionable plans
- Familiarity with legal aid intake operations, eligibility screening, and disposition/case acceptance processes preferred
- Ability to commit consistent capacity across the full engagement (approximately 16 months)
Documents to include with the bid
- Cover Letter
- Relevant Experience description
- Proposed Approach narrative
- Staffing Plan (including resumes/bios)
- Work Plan and Schedule
- Cost Proposal
- Disclosure of prior involvement or actual/potential conflicts of interest
- At least two comparable client references
- Sample Work Product (optional)
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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