Lake Forest Opengov #2026-RFQ (Quotes)-042

Strategic Plan Update Consulting, Staff Training, and Facilitation

The City of Lake Forest is seeking a consultant to train staff and facilitate an update to its strategic plan. - Government buyer: City of Lake Forest, City Manager’s Office; point of contact: Nidia Ruelas, Assistant to the City Manager. The office is located at 100 Civic Center Drive, Lake Forest, California. - OEMs and vendors: No OEMs, named consulting firms, or product vendors are identified. Nidia Ruelas is the City’s contact, not a vendor. - Requested services: - One in-person, 3–4-hour workshop for 15 management team members on core services, challenges, transformational initiatives, goals, actionable strategies, change management, and collaboration. - One in-person, 1–1.5-hour strategic planning session for approximately 80 employees, covering planning fundamentals, departmental purpose, services, initiatives, and performance measures. - At the City’s direction: 9 initial management team interviews and 5 initial City Council interviews, approximately 30 minutes each, with interview synthesis and identification of threats, weaknesses, or blind spots. - Optional facilitation of a 2–3-hour workshop for 15 commissioners from three commissions and a 2–3-hour City Council strategic planning workshop. - Optional 5 follow-up interviews with Council members, approximately 30 minutes each, with a summary and actionable recommendations. - Notable requirements: The consultant is responsible for providing the labor and other resources needed to deliver the work and must comply with applicable prevailing wage laws. Travel and transportation costs are the consultant’s responsibility unless included in the fee. The City provides facilities, supplies, and refreshments. The strategic plan update is targeted for completion in spring 2027 and covers fiscal years 2027–28 through 2033–34. - Products and quantities: No physical products, part numbers, or product quantities are specified.

Description

The City of Lake Forest seeks strategic planning consulting services to support staff training and facilitation of an update to its FY 2027-28 through FY 2033-34 Strategic Plan. Work includes an in-person management team workshop, a city-wide staff session, and—at the City's direction—interviews with management and City Council members, with optional commission and City Council workshops. The consultant will provide summaries and related insights or recommendations, and the plan update is intended to be completed by April/May 2027. Responses must be submitted electronically, with the technical proposal and fee information submitted separately.

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