About this opportunity
AI summaryMontgomery County seeks a qualified vendor to provide strategic plan development services that establish a shared vision, guide county departments, and coordinate with elected officials and partner agencies. The consultant must design and execute a stakeholder engagement plan, staff a steering committee, develop a two-year initial implementation action plan, integrate the plan with county budget processes, and deliver performance measurement systems and accessible final deliverables conforming to WCAG 2.1 Level AA standards. Only USA onshore organizations are eligible to bid. Respondents must submit one signed original bound response not exceeding 30 pages and one electronic copy on a USB flash drive in a sealed package, or submit digitally via email or online as permitted by the solicitation. All questions must be submitted no later than November 12, 2026.
Buyer and opportunity details
- Client
- Montgomery County
- Solicitation No.
- Project #27-09
Scope of work
- Prepare project charter, detailed work plan, schedule, and stakeholder engagement plan
- Review and integrate existing County and regional plans, adopted budgets, and capital improvement plans
- Conduct environmental scan, State of the County profile, and SWOT analysis
- Conduct interviews with County Judge, Commissioners, elected officials, and facilitate strategic planning retreat
- Implement stakeholder and community engagement including focus groups, town halls, and surveys
- Develop implementation matrix with objectives, initiatives, timeframes, leads, cost ranges, and funding sources
- Establish performance measures, data dictionary, and public reporting dashboard recommendations
- Deliver 50 bound printed copies of the final Plan and editable native electronic files
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Project Team Qualifications and Firm Experience | 40% |
| Timeline | 5% |
| Work Samples | 15% |
| References | 5% |
Minimum qualifications
- Adequate financial resources or ability to obtain them
- Satisfactory record of performance
- Ability to comply with required or proposed schedule
- Demonstrated experience linking strategic plans to budgets, capital planning, and performance measures
- Provision of at least three adopted strategic plans developed for local government clients within the past five years
- Provision of at least three local government references from within the past five years, including at least one led by proposed Project Manager
Documents to include with your response
- Specification Download Acknowledgement Form
- Vendor Information Form
- IRS Form W-9
- Bidder/Offeror Self Certification
- Conflict of Interest Questionnaire (Form CIQ)
- Antitrust Certification Statement
- Certification Regarding Lobbying
- Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion
- Ethics Training Certificate of Completion
- Statement of Insurability (Tab 7)
Key dates
- Deadline for written questions
- November 12, 2:00 p.m. CST
- Responses due
- November 24, 2026, 2:00 p.m. CST
How to submit
- Method
- Sealed hard copy and electronic copy on USB flash drive
- Instructions
- Submit one signed original and one electronic copy on a USB flash drive (single PDF identical to original) in a sealed envelope marked with Title and Project Number, stating DO NOT OPEN IN MAIL ROOM. Response limited to 30 pages excluding transmittal letter, title page, table of contents, resumes, work samples, and required forms.
Contract details
- Term
- Includes six months of post-adoption support after Plan adoption
- Place of performance
- Montgomery County, Texas
- Insurance and bonding
- Workers Compensation; Employers Liability not less than $1,000,000 per injury; Commercial General Liability not less than $1,000,000 each occurrence and $2,000,000 annual aggregate; Professional Liability not less than $1,000,000 each claim; Automobile Liability; insurers must maintain A.M. Best rating of A-VII or higher.
- Funding
- Montgomery County budget approved by the Montgomery County Commissioners Court