RFP: Strategic Planning Consultant
The Los Angeles County Employees Retirement Association (LACERA) invites proposals from knowledgeable professionals in response to this Request for Proposals (RFP) to provide strategic planning consulting services to its Board of Retirement and executive management. The selected respondent will partner with LACERA, the Board, and management, as well as other staff, to educate all parties on best practices in strategic planning, develop an effective and inclusive strategic planning process, and then facilitate implementation of the agreed process through the preparation of a fully developed plan that reflects LACERA’s Mission, Vision, and Values and organizational priorities. The agreed upon process should include the establishment of a sustainable oversight and measurement process for on-going strategic planning.
Scope of Services
LACERA seeks to engage a consultant to assist in a new strategic planning process and preparation of a new plan. The purpose of this RFP is to engage a consultant to assist the Board of Retirement and management with two phases of work, including, first, developing a new strategic planning process and, second, guiding the implementation of the new process through to completion of a new plan. The specific process to be developed by the consultant is not prescribed by LACERA. LACERA expects the consultant will use their knowledge, perspective, and judgment to evaluate the current planning process and LACERA’s needs based on input from the Board of Retirement, Board of Investments, management, and staff, consider the 2017 plan, the 100-Day Management Report dated May 2020, current ongoing initiatives, best practices, and any additional information collected during the evaluation, make findings, and recommend a process for the organization, consistent with its Mission, Vision, and Values and the diversity of LACERA’s membership and employees. Following approval of the planning process, the consultant will assist LACERA in applying the process in the development of a new strategic plan.
Submissions must be delivered in PDF format via email to firstname.lastname@example.org by October 15, 2021. In addition, respondents must send five (5) hard copies of their submissions for delivery by 5:00 p.m. PDT, October 15, 2021 addressed to:
Bonnie Nolley, Executive Board Assistant
Board of Retirement
300 North Lake Avenue, Suite 650
Pasadena, CA 91101
See the Notice Regarding the California Public Records Act and Brown Act in Section IV.B of this RFP for information regarding redactions and disclosure.
Questions Relating to this RFP
Respondents are encouraged to communicate any questions regarding this RFP by September 10, 2021. Questions should be sent in writing only via email to Bonnie Nolley, Executive Board Assistant, Board of Retirement, at email@example.com. Questions and answers will be posted at LACERA.com by September 17, 2021.
Important RFP Dates
Below is a tentative schedule of important dates and deadlines for this RFP. All dates are subject to modification by LACERA without notice.
- Issuance of RFP
- August 23, 2021
- Written Questions and Requests for Clarification Due
- September 10, 2021
- Responses to Questions Posted
- September 17, 2021
- Proposals Due
- October 15, 2021
- Finalist Interviews
- October 25 - November 12, 2021
- Estimated Final Selection and Approval by the Board of Retirement
- December 1, 2021