Strategic Planning Consultant Services
- Client
- City of North Charleston Housing Authority
- RFP Number
- MRB-57960
- Posted
- 10/14/2026
- Category
- Marketing and Branding
- Budget
- Looking for Proposal
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedThe City of North Charleston Housing Authority seeks a vendor to provide strategic planning consultant services to support its development and rehabilitation of affordable housing. The required scope includes developing a three-to-five-year strategic plan, conducting an organizational assessment, formulating a portfolio and asset management strategy, evaluating human capital needs, creating community engagement strategies, and facilitating strategic priorities and outcomes. Optional follow-up implementation support, leadership development, and grant identification services may also be requested. Eligibility is limited to onshore U.S. organizations, and work will be performed offsite. Applicants must submit proposals via email to [email protected] by November 2, 2026, at 4:00 PM. All questions regarding the solicitation must be submitted no later than October 22, 2026, at 4:00 PM. Submissions must follow a tabbed format that includes Form of Proposal, Form HUD-5369-B or HUD-5369-C, Profile of Firm, Proposed Services, Licenses/Insurance, Conflict of Interest, Proposed Fees, and a Non-Collusive Affidavit. Proposals will be evaluated under a best-value process using factors such as the vendor's demonstrated understanding of requirements, quality of the proposed approach, execution plan, relevant experience, and past performance.
Key solicitation details
AI-extracted from rfp261102StrategicPlanningConsultantServices.pdf. Confirm against the original documents before bidding.
The City of North Charleston Housing Authority is soliciting proposals from qualified, licensed, insured, and experienced Strategic Planning Consultants. The selected consultant will facilitate an off-site strategic planning retreat and develop a three to five-year strategic plan for its Board of Commissioners and Executive Director. Onshore USA organizations are eligible to bid.
- Issued by
- City of North Charleston Housing Authority
- Date Issued
- OCTOBER 12, 2026
- Questions Deadline
- OCTOBER 22, 2026, AT 4:00 PM
- Proposals Due
- NOVEMBER 2, 2026, AT 4:00 PM
- Anticipated Approval
- Wednesday, November 18, 2026
- How to submit
- Email or submission to designated HA office
- Submission details
- Submit 1 original signature copy unfolded in a sealed package to North Charleston Housing Authority, Quiana Abney, Executive Director, 6327 Rivers Avenue, North Charleston, SC 29406 or email to [email protected].
- Place of performance
- Offsite / North Charleston, SC
- Insurance and bonding
- Workers Compensation Insurance, General Liability Insurance, Professional Liability Insurance, and Automobile Insurance with a combined single limit of $1,000,000.
- Funding
- 2 CFR 200
How proposals are evaluated
| The PROPOSED COSTS submitted by the proposer | 15 points |
| The proposer's DEMONSTRATED UNDERSTANDING of the HA'S REQUIREMENT | 20 points |
| The proposer's QUALITY of proposed services | 25 points |
| The proposer's DEMONSTRATED RELEVANT EXPERIENCE in performing similar work and DEMONSTRATED SUCCESSFUL PAST PERFORMANCE | 30 points |
| OVERALL QUALITY AND RESPONSIVENESS OF THE PROPOSAL SUBMITTED | 10 points |
Scope of work
- Facilitate an in-person strategic planning retreat for the Board of Commissioners and Executive Director
- Conduct pre-session interviews and surveys with key stakeholders including Board members, staff, residents, and community partners
- Conduct an organizational assessment of structures, policies, operations, programs, staffing, and service delivery
- Review existing documents including prior strategic plans, housing needs assessments, and financial information
- Facilitate the development or refinement of mission, vision, and core values
- Develop a portfolio and asset management strategy for NCHA-owned and affiliated properties
- Assess human capital and workforce development needs, including staffing capacity and succession planning
- Provide a written comprehensive strategic plan, implementation framework, and performance measurement framework
Minimum qualifications
- Licensed, insured, and experienced Strategic Planning Consultant
- Experience providing strategic planning and organizational consulting services to public housing authorities or non-profit entities
- Experience with diverse housing portfolios including RAD PBV, LIHTC, and Section 8
- Knowledge of HUD programs, regulations, RAD, asset management, and federal, state, and local compliance requirements
- Experience conducting organizational assessments, governance reviews, and operations reviews
- Experience developing asset management strategies, financial sustainability plans, and workforce development strategies
- Ability to develop measurable strategic goals, implementation plans, and performance indicators
- A minimum of three (3) references for similar projects
Documents to include with the bid
- Form of Proposal (Attachment A)
- Form HUD-5369-B or Form HUD-5369-C (Attachment B)
- Profile of Firm Form (Attachment C)
- Proposed Services documentation
- Managerial Capacity, Financial Viability, and Staffing Plan
- Client Information and References
- Proposal Compensation Form / Proposed Fees (Attachment E)
- Professional or Firm Licenses to practice in the state
- Copy of Professional Liability Insurance coverage
- Conflict of Interest (Attachment D) and Non-Collusive Affidavit (Attachment F)
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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