What the buyer needs
AI summaryThe consultant will recommend the planning process and level of participation needed to produce a complete, practical, and effective strategic plan. All questions must be submitted no later than November 13, 2026.
Scope of work
- Project schedule and planning process
- Summary of background research and interview findings
- Facilitation of strategic planning workshops and meetings
- Complete draft strategic plan
- Presentation of draft plan and revisions based on District feedback
- Final strategic plan in searchable PDF and editable Microsoft Word format
- One-page summary of the final plan
- Recommendations for implementation, progress reporting, and future updates
How proposals are evaluated
| Criterion | Weight / scoring |
|---|---|
| Relevant experience and qualifications | 25% |
| Understanding of the District’s needs and proposed approach | 30% |
| Quality of similar work and client references | 15% |
| Project schedule and ability to complete the work | 10% |
| Total cost and value to the District | 20% |
Minimum qualifications
- Onshore (USA organization Only)
- Experience with strategic planning for public agencies, special districts, or similar organizations
- Examples of similar strategic plans completed within the past five years
Documents to include with your response
- Company name, address, and primary contact information
- Description of strategic planning experience and client references
- Qualifications and experience of individuals performing the work
- Description of proposed planning process, interviews, workshops, and meetings
- Anticipated project schedule
- Total Not to Exceed proposed fee with cost breakdown by major task
How to submit
- Method
- Electronic via email
- Instructions
- Submit in PDF format to the Office Manager / Board Secretary with subject line 'BBMWD Strategic Plan RFP – [Consultant Name]'. (Page 1 also notes mail option to PO Box 2863, Big Bear Lake, CA 92315).