What the buyer needs
AI summaryShuswap Community Foundation requires a qualified consultant or firm to lead its Board of Directors and staff through a strategic planning process. The requested scope includes conducting a discovery and preparation phase, facilitating a 1-to-2 day in-person session in the Shuswap region, and developing a comprehensive 3-to-5 year Strategic Plan with actionable goals, key performance indicators, and an implementation roadmap. Performance of the offsite work must occur at the vendor's office premises. Only Canadian organizations are eligible to bid. Bidders must submit a maximum 10-page proposal in PDF format by 5:00 PM PST on November 15, 2026, via email to Executive Director Monica Sigurdson at [email protected]. The buyer evaluates proposals based on understanding of the community foundation model, philanthropic sector, regional BC context, cross-sectoral and intercultural dynamics, consultant experience and track record, quality of proposed methodology, and overall budget value. The contract timeline spans from award in December 2026 or January 2027 through final Board approval in September 2027. Bidders must supply their own itemized budget covering consulting fees, travel expenses, and administrative costs within their submitted proposals.
Scope of work
- Conduct an environmental scan and organizational assessment
- Engage with key stakeholders via interviews or surveys
- Review foundational documents, previous goals, and financial structures
- Design and facilitate a 1-to-2 day in-person strategic planning session in the Shuswap
- Guide Board and staff through consensus-building exercises
- Facilitate discussions on resource development and organizational growth
- Draft a 3-to-5 year Strategic Plan with goals, KPIs, and implementation roadmap
- Present draft plan to the Board of Directors and finalize the document
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Demonstrated understanding of the community foundation model, philanthropic sector, and regional BC context | Not specified |
| Proven understanding of intricate cross-sectoral and intercultural dynamics, including working alongside local government bodies | Not specified |
| Experience, qualifications, and track record of the consultant/facilitator | Not specified |
| Quality, clarity, inclusivity, and creativity of the proposed methodology | Not specified |
| Overall value and alignment of the budget with the project scope | Not specified |
Minimum qualifications
- Onshore (Canada organization Only)
Documents to include with your response
- Executive Summary
- Consultant Profile & Experience
- Proposed Methodology
- Work Plan & Timeline
- Itemized Budget
- Contact information for at least two past clients as references
How to submit
- Method
- Instructions
- Submit proposal in PDF format, maximum 10 pages, by 5:00 PM PST on November 15, 2026.
