ADVSD Strategic Planning

Agency: Multnomah County
State: Oregon
Level of Government: State & Local
  • R - Professional, Administrative and Management Support Services
Opps ID: NBD12997026298695204
Posted Date: Apr 12, 2019
Due Date: Apr 29, 2019
Solicitation No: RIP-210-2019
Source: Members Only
ADVSD is seeking a consultant to support the division in conducting and developing a strategic planning process.
4/12/2019 8:00 AM PDT
4/29/2019 4:00 PM PDT

Attachment Preview

ADVSD Strategic Planning
ADVSD is seeking a consultant to support the division in conducting and developing a strategic planning process.
4/12/2019 8:00 AM PDT
4/29/2019 4:00 PM PDT
Request for Intermediate Proposals
US Dollar
Sealed Until 4/29/2019 4:00 PM PDT
Lucas Hoelter
Phone +1 503-988-2490 ext. 82490
Commodity Codes
Commodity Code
Consulting Services, General
0% 0, Net 30
12 April 2019
There will not be a pre-proposal conference for this sourcing event.
Multnomah County, Aging, Disability, and Veteran Services Division (ADVSD), is seeking a consultant to support the
division in conducting and developing a strategic planning process. ADVSD’s primary goal is to help elders and adults with
disabilities live as independently as possible and it provides a range of services—some directly and others under contract
with community agencies—to achieve that end.
In order to ensure that ADVSD is prepared for the future, Multnomah County is seeking a consultant to help shape the
strategic planning process for the coming years. This process will ensure that the mission, vision, and values of ADVSD
align with the needs of the community and reflect the goals of Multnomah County.
The key services elements of this process are as follows:
Review and update of Division’s mission, vision and values - aligning with racial justice and equity goals;
Conduct a bottom-up participatory process that is driven by engagement and input from staff, stakeholders and
program participants;
Anchor the planning process and the resulting plan in racial and social justice;
Align the strategic plan with the Division’s Racial Justice and Equity Plan and 2021-2025 Area Plan for Older Adults
and People with Disabilities (both in development); and,
Develop a plan that addresses the rapidly changing environment that the Division and it’s participants operate and live
in - identifying transformational and aspirational goals and building a flexible framework that addresses social,
technical and structural needs of the organization
Potential deliverables:
A documented road map of the process;
Documentation of the participatory input from staff, stakeholders and participants that can be used by the Division for
qualitative analysis;
Updated Division mission, vision and values; and,
A planning document that:
clearly aligns with the Division’s Racial Justice and Equity Plan and 2021-2025 Area Plan; and,
outlines aspirational and transformative goals and strategic objectives.
The County will award one (1) contract as a result of this Sourcing Event.
The estimated amount of funding for this project is $50,000. The County does not guarantee that any minimum amount of services will
be purchased.
A Services Contract form is provided in the Buyer Attachments page showing the standard terms and conditions. Carefully review the
terms and conditions of the Contract. Additional Contract terms related to this procurement, if any, are set out below in the section entitled
Term of Contract.
The anticipated contract period for this service is May 1, 2019, through June 30, 2022.
12 April 2019
The insurance requirements for the resulting Contract are stated in the table below and a sample of Exhibit 2 of the Services Contract is
located in the Buyer Attachments page. Please review these requirements carefully.
Type of Insurance
Per Occurrence Aggregate
Professional Liability
$1,000,000 $2,000,000
Commercial General Liability $1,000,000
$1,000,000 $2,000,000
Automobile Insurance
Not Required
Workers Compensation
As Required per ORS 656.017
Successful proposers whose contract award includes federal funding (as identified by a Catalog of Federal Domestic Assistance number)
will be subject to a PreAward Risk Assessment (which includes an evaluation of financial stability, quality of financial /management
systems, experience with federal funds, reports and findings from audits) completed by Multnomah County (if one has not been submitted
in the last year) prior to the issuance of a contract. Contractors who fail to submit the required documents will not be eligible for a contract
from the County.
Required to View Event
Required to Enter Bid
Proposer/Bidder agrees to receive all correspondence electronically and are responsible for keeping their
supplier portal updated with current contact information.
2. CONFIDENTIALITY - Please read the statutory requirements in the prerequisite link.
Please review the statements in this certification regarding Assurances, Certification Regarding
Debarment, Suspension and Other Responsibility Matters and Certification Regarding Conflict of Interest.
Buyer Attachments
1. Responding to a Sourcing Event - MMP Supplier Guide
2. Procedural Instructions (Proposals)
3. Sample County Services Contract
4. Sample Exhibit 2
5. Sample Exhibit 3
6. Sample Exhibit 4
7. Sample Exhibit 5
Required Questions
Company Certification Information - This section is not scored
State of Incorporation
Date of Incorporation
ASSURANCES - Proposer attests that Proposer is a resident proposer, as described in ORS
279A.120, of the State of (ENTER STATE) and has not discriminated against any minority,
women, or emerging small business enterprises certified under ORS 200.055 or a business
enterprise that is owned or controlled by or that employs a disabled veteran as defined in
ORS 408.225 in obtaining any required subcontracts, in accordance with ORS 279A.110.
Enter State:
Where Proposer is unable to certify to any of the statements in Proposer Representations and
Certifications of the pre-requisite, Proposer shall provide an explanation to their offer here.
The Proposer certifies to the best of its knowledge and believe that neither it nor any of its principal
participants and agents has or has had the following relationships with the specific firm(s)/individual(s),
identified below, which may be determined to be an organizational conflict of interest. I understand that
based on the information provided by Proposer, Multnomah County may exclude the Proposer from
further consideration and may withdraw its selection if the real or apparent organizational conflict of
interest cannot be avoided or mitigated. Proposer further certifies that the degree and extent of the
relationship of the Proposer with these named firm(s)/individual(s) will be fully disclosed:
Upload additional explanation as needed
12 April 2019
Name of person submitting the Proposal:
Title of person submitting the Proposal:
I represent that I am at least eighteen (18) years of age.
I represent that the printing of my name and the submittal of a Proposal is intended to
authenticate this writing and to have the same force and effect as my manual signature.
I represent that I am either authorized to bind the Proposer, or that I am submitting the
Proposal on behalf of and at the direction of the Proposer's representative authorized to
contractually bind the Proposer.
I represent that the Proposer and/or its applicable representative(s) has reviewed the
information contained in this Proposal and that the information submitted is accurate.
Programmatic Questions (75%)
Please attach a proposal describing your experience conducting similar work, strategy and
methods for designing, facilitating and completing the planning process and deliverables in a
manner that centers and advances racial equity and utilizes strength based, anti-oppressive
and culturally responsive engagement strategies. Evaluation Criteria: The extent to which the
proposal demonstrates experience and expertise performing similar strategic planning work.
Approach to centering equity in the Plan. Strengths based, anti-oppressive, culturally
responsive and inclusive facilitation and engagement practices. The effectiveness of the
Project design and overall approach. (Limit 2 pages, 40% of Programmatic Questions Score)
Please attach a timeline for delivering the Strategic Plan and specific milestones. Please be
mindful of the established project delivery date described in this RIP. Include descriptions of
intermediate targets and contingency timelines. (Limit 1 page, 20% of Programmatic
Questions Score)
Please attach resumes or summary of qualifications for the key person or persons to be
assigned to this project, addressing their abilities to perform the required work. ADVSD is
look for experienced and qualified person(s) with relevant experience in Strategic Planning.
(Limit 2 pages, 20% of Programmatic Questions Score)
Please attach a budget, including justification of all necessary costs, including hours of effort
and rates. (Limit 1 page; 20% of Programmatic Questions Score)
Responsible Business Practice Questions (25%)
Please describe your sustainability practices in your delivery of services. Sustainability
practices might include video- and/or tele-conferencing, electronic document sharing,
electronic invoicing, duplex (double-sided) printing, use of post-consumer recycled copier
and printer paper, waste recycling (paper, cans/bottles/plastic, organic waste),
in-house/office resource conservation such as fluorescent lighting, motion detectors in
restroom and/or on light fixtures, and/or the use of green cleaning products. (40% of
Responsible Business Practice points)
Do you encourage a healthy workplace with healthy eating, anti-tobacco policies and
resources, exercise, flexible work schedules, and compensation that includes professional
development opportunities? (40% of Responsible Business Practices points)
Describe the efforts and activities under taken by your organization to create economic and
social benefits for current or future generations. Please provide examples that describe
efforts or activities such as volunteering, donations, economic and social development
participation, or youth and community organization participation. (20% of Responsible
Business Practices points)
12 April 2019
Product Line Items
There are no Items added to this event.
Service Line Items
Item Name, Commodity Code, Description
S1 Strategic planning - Do Not Complete
80101599 - Consulting Services, General
Product Line Items
Service Line Items
Requested Service Delivery
12 April 2019
This is the opportunity summary page. You are currently viewing an overview of this opportunity and a preview of the attached documentation. For more information, please visit the Publication URL Web page.


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