About this opportunity
AI summaryThe Occupational Therapy Compact Commission seeks a strategic planning consultant to lead project initiation, conduct an environmental scan and needs assessment, and facilitate at least two Executive Committee strategic planning meetings. The contractor will draft the strategic plan, create an implementation framework, provide adoption support, and deliver a transition handoff session. Proposers must submit proposals electronically in PDF format to [email protected] by December 1, 2026, at 3:00 p.m. Central Time. Questions are due by November 16, 2026, at 3:00 p.m. Central Time. A designated selection committee evaluates proposals based on qualifications and experience, quality and completeness of deliverables and action items, and cost and value against a maximum budget of $7,000.00.
Buyer and opportunity details
- Client
- Occupational Therapy Compact Commission
- Solicitation No.
- OTCC-RFP-FY2027-1
Scope of work
- Project Initiation and Planning including kickoff call, background review, and project work plan
- Design and conduct an environmental scan and needs assessment, summarizing findings in a written briefing
- Plan, facilitate, and document a minimum of two virtual strategic planning meetings of the Executive Committee
- Prepare agendas, pre-reading materials, facilitation guides, and exercises in advance of meetings
- Draft the strategic plan based on Executive Committee input, incorporating at least two rounds of revisions
- Develop an implementation framework with owners, timelines, milestones, performance measures, and resource needs
- Present the draft plan to the Executive Committee and assist with revisions for adoption
- Deliver a transition handoff session and follow-up on how to implement, monitor, and update the plan
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Understanding of the Commission's needs and quality of the proposed approach (Statement of Work) | Not specified |
| Qualifications and experience of the proposer and key personnel | Not specified |
| Quality and completeness of the Deliverables and Action Items, including meeting facilitation design | Not specified |
| Cost and value | Not specified |
| References and work samples | Not specified |
| Other criterion as determined by the Executive Committee | Not specified |
Minimum qualifications
- Experience facilitating strategic planning for regulatory bodies, interstate compacts, licensing boards, associations, nonprofits, private/for-profit, or public agencies
- Experience with governing boards and executive committees and/or multi-state or multi-jurisdictional bodies
Documents to include with your response
- Signed Cover Letter (no longer than two pages)
- Statement of Work
- Deliverables list
- Action Items section
- Qualifications and Experience section including biographies of key personnel
- At least two references from comparable engagements completed in the past five years
- At least one sample strategic plan or comparable work product
- Budget and Fee Proposal
- Certificate of insurance
- W-9
Key dates
- RFP issued
- October 30, 2026
- Deadline for written questions
- November 16, 2026 | 3:00p Central Time
- Answers to questions posted
- November 18, 2026 by 3:00p Central Time
- Proposals due
- December 1, 2026 | 3:00p Central Time
- Finalist interviews (if conducted)
- December 2 – 11, 2026
- Consultant selected by Executive Committee
- December 14, 2026 (EC Meeting)
- Contract executed
- By December 28, 2026
- Project kickoff
- January 4, 2027
- Planning Meeting 1
- Mid – late January 2027
- Planning Meeting 2
- Early – late February 2027
How to submit
- Method
- Instructions
- Submit proposals in PDF format to [email protected] with subject line 'OTCC Strategic Planning Proposal – [Proposer Name]'. Total length excluding appendices should not exceed 15 pages.
Contract details
- Estimated value
- maximum budget of $7,000.00
- Place of performance
- Meetings will be held virtually
- Insurance and bonding
- Certificate of insurance is required as an attachment