Technology Needs, Operating Model Options, and Implementation Roadmap Consulting Services
- Client
- Sierra Club Foundation
- Solicitation No.
- —
- Posted
- 10/23/2026
- Category
- IT Services (Computer Maintenance and Technical Services)
- Budget
- - UPTO 75,000 - Deadline November 15,2026
- NAICS
- —
- Set-aside
- —
- Contact
- —
Description
AI GeneratedSierra Club Foundation seeks proposals from independent consultants, firms, and integrated teams to evaluate its technology workflows, operating model options, and implementation roadmap. The selected consultant will assess technical needs, cybersecurity, information governance, and potential future-state scenarios to create vendor-neutral decisions, total cost estimates, and transition requirements. Performance will be offsite and proportional to the organization's small nonprofit capacity. Applicants must submit proposals electronically using the designated form by November 6, 2026, while all preliminary questions must be directed to Sara via email by October 20, 2026. Proposals must detail team experience, sample deliverables, a fixed-fee or not-to-exceed budget, and data-security practices. Evaluation criteria focus on relevant nonprofit experience, practical methodology, prompt availability, value, and proportionate staff demands. The anticipated consulting budget is up to $75,000.
Key solicitation details
AI-extracted from SCF_RFP_Technology_Options_Assessment_FINAL.pdf. Confirm against the original documents before bidding.
Sierra Club Foundation is seeking a consultant or consulting team to evaluate its workflows, technology needs, business systems, support arrangements, information governance, and cybersecurity posture. The consultant will assess viable future-state scenarios and produce a practical, sequenced roadmap for an 11-person organization. Independent consultants, firms, and integrated teams of varied sizes and backgrounds are welcome to apply.
- Issued by
- Sierra Club Foundation
- RFP issued
- Oct 20, 2026
- Questions due
- Oct 20, 2026
- Proposals due
- Nov 6, 2026
- Interviews / finalist discussions
- Nov 16-20, 2026
- Selection and contracting
- Nov 30 - Dec 4, 2026
- Desired project start
- As soon as practicable
- How to submit
- Electronic via form
- Submission details
- Submit proposals electronically via the provided form by November 6, 2026.
- Estimated value
- Up to $75,000 for consulting services
- Place of performance
- Offsite
- Insurance and bonding
- Proposals must address insurance coverage
How proposals are evaluated
| Understanding of SCF's objectives and how technology operating models affect mission, productivity, collaboration, governance, and risk | |
| Relevant nonprofit and small-organization experience | |
| Strength and practicality of the proposed methodology and deliverables | |
| Ability to begin promptly and deliver useful findings in stages | |
| Qualifications and availability of the people who will actually perform the work | |
| Vendor neutrality, transparency, and absence or management of conflicts | |
| Value, cost discipline, and proportionate demands on SCF and Club staff | |
| Quality of references and demonstrated ability to support implementation |
Scope of work
- Phase 1 Discovery and Baseline Assessment including staff interviews, system inventories, workflow mapping, and operational dependency mapping
- Phase 2 Future-State Scenarios and Recommendation evaluating strengthened shared-services, hybrid, and independent operating models
- Phase 3 Target Architecture and Implementation Roadmap defining target operating models, system architecture, and prioritized initiatives
- Relationship and constituent data governance model and CRM options
- Finance and administration workflow redesign and software integration mapping
- Enterprise AI enablement plan and approved-use architecture
- Collaboration, knowledge management, records retention, and board operations evaluation
- Support, devices, endpoint management, and cybersecurity risk assessment
Minimum qualifications
- Experience designing technology operating models for small or midsize nonprofit organizations
- Expertise in business-process redesign, cloud applications, data governance, CRM, IAM, cybersecurity, records retention, and managed support
- Ability to analyze shared-service arrangements between legally distinct but closely connected organizations
- Experience translating technical findings for executives and volunteer boards
- Practical orientation toward implementation, organizational adoption, and measurable efficiency gains
- Independence from vendors or transparent disclosure and management of commercial relationships
Documents to include with the bid
- Proposed methodology, workplan, and sequencing
- Team members, roles, relevant experience, availability, and subcontractor reliance
- Examples of comparable work
- One or two representative sample deliverables
- Two or three client references
- Deliverable schedule and earliest feasible start date
- Fixed fee or not-to-exceed budget by phase, assumptions, rates, expenses, and optional services
- Expected demands on SCF staff and Club personnel
- Data-security practices, insurance coverage, confidentiality approach, and conflicts of interest disclosures
Verify important details
Document checkConfirm submission instructions and amendments with the issuing agency before responding.
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