What the buyer needs
AI summaryThe Northeast Ohio Regional Sewer District seeks proposals from qualified vendors to develop its 2028–2030 strategic plan. The selected consultant must draft the three-year strategic plan, provide implementation strategies and recommendations, implement the 2027–2031 rate study, and deliver a turnkey tracking and reporting system for monitoring ongoing progress. Only onshore USA organizations with at least five years of experience in governmental utilities are eligible to apply. Vendors must email proposals to Jennifer Elting at [email protected] by 4:00 PM on December 11, 2026. Proposers must submit all questions regarding scope or approach by November 19, 2026. The buyer will evaluate submissions based on consultant stability, experience, and past performance (25%), availability of sufficient and high-quality personnel, correct formatting and complete responses (10%), and total cost (10%).
Scope of work
- Review outreach materials, website, media, current and previous strategic plans, and relevant research documents
- Design and establish a comprehensive strategic plan planning process
- Conduct workshops, focus groups, and/or interviews with cross-functional teams, Board of Trustees, and staff
- Plan and facilitate an intensive multi-day workshop with Senior Staff Team and selected leaders
- Draft the three-year strategic plan and provide recommendations and implementation strategies
- Develop and provide a turnkey tracking system and tools for reporting implementation progress
- Provide copies of information gathering instruments and notes from facilitated focus groups
- Deliver interim briefings and present preliminary recommendations (draft plan) to Senior Staff
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Completion of all required responses in the correct format | 10% |
| Approach to the delivery of services | 25% |
| The consultant's stability, experience and record of past performance in delivering such services | 25% |
| Availability of sufficient, high-quality personnel with the required skills and experience for the specific approach proposed | 30% |
| Total cost for the scope of services requested | 10% |
Minimum qualifications
- Consultant must have at least five (5) years of experience in governmental utilities and/or wastewater treatment and stormwater management utilities
- Project Manager must have at least ten (10) years of experience in the discovery and design of strategic plans
- Fully-remote consultants will not be considered
Documents to include with your response
- Letter of transmittal signed by an authorized individual
- Executive Summary
- Scope, Approach, and Methodology
- Deliverables section
- Detailed and Itemized Pricing
- Appendix A: References (three current business references)
- Appendix B: Team Staffing
- Appendix C: Company Overview
- Appendix D: Cancellation Policy
- Appendix E: Ethics Statement & Acknowledgement signed by an authorized representative
How to submit
- Method
- Instructions
- Send proposals to Jennifer Elting at [email protected] by 4:00 PM on December 11, 2026.