REQUEST FOR PROPOSAL STRATEGIC PLANNING CONSULTANT. Proposals will be received until Friday, November 24, :00 p.m. MDT

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1 REQUEST FOR PROPOSAL STRATEGIC PLANNING CONSULTANT Proposals will be received until Friday, November 24, :00 p.m. MDT This RFP is also available at our website:

2 REQUEST FOR PROPOSAL 1. General Information Project Objective: Issuing organization: To develop a five-year strategic plan United Nations Association in Canada- Calgary Branch ( UNAC-Calgary ) RFP Issued: October 20, 2017 Questions must be received by: 5:00p.m., MDT, November 3, 2017 Responses to Questions: 5:00p.m., MDT, November 17, 2017 Due Date for Proposals: 5:00p.m., MDT, November 24, 2017 The policy of UNAC-Calgary is to solicit proposals with an honest intention to award a contract. This policy will not affect the right of UNAC-Calgary to reject any or all proposals. Contact for Further Information: 2. Summary Rosalinda Hernandez, President president@unaccalgary.com United Nations Association in Canada (UNA- Canada) is a national charitable organization and a citizen s movement, which supports and promotes the values and goals of the UN in Canada. Although not an official office of the UN, UNA- Canada is one of the founding members of the World Federation of United Nations Associations (WFUNA), established in August UNA- Canada s mandate is to engage the Canadian public in the work of the United Nations and the critical international issues that affect us all. The association offers individual Canadians a window into the work of the UN, and a channel through which to become engaged in the critical international issues affecting us all. By creating links between the work of the UN and the lives of Canadians, UNA- Canada is helping to build a better United Nations. 3. Background The Calgary branch of UNA- Canada (UNAC- Calgary) was established in 1980 and incorporated in We partner with local organizations to engage Calgarians in the work of the United Nations. As we follow the regulations in accordance to the Alberta Societies Act, our affairs are controlled and managed by our Calgary-based Board of Directors, who are volunteers and are responsible for policy decision, action, and management of general branch operations. 4. Scope of Work The UNAC-Calgary Board is seeking a consultant to lead the board through the process of developing a five-year strategic plan. The plan will articulate UNAC-Calgary s vision/ mission and include the goals, objectives and actions steps that will guide the organization for the next five years. Some of the questions we want to address are as follows: What should be UNAC-Calgary s areas of strategic focus? How will the organization deliver on its mandate and defined areas of strategic focus? Is the organization able to deliver on its mandate with its current resources (human and financial)? Is the organization utilizing its resources (board members, volunteers and finances) as 1

3 efficiently and effectively as possible? How can the organization maximize and coordinate the efforts of its volunteer board to deliver on its mandate and achieve its goals? How can the organization continue to add value through educating Calgary on the mandate and work of the United Nations? What partnerships can/should be developed? What services can be delivered more efficiently and more economically? Are there new areas of programming that should be considered? How will funding priorities be set? How best can the organization work with United Nations Association in Canada in Ottawa ( National ) Are there new funding opportunities and/or new funding streams? The consultant will work with UNAC-Calgary s President, Treasurer and Secretary (the Executive Team ) on the details of the strategic planning process, schedule of activities, and selection of background information. 5. Deliverables A final strategic plan document must include the following in detail: Strategic areas of focus and priorities for the next five years Goals and objectives to meet priorities Partnerships and programs (both current and new) that will support goals, including partnerships with other organizations Necessary roles/functions required on the Board of Directors Necessary skills for Board of Directors and volunteers to carry out the organization s mandate Possible new funding streams 6. Timetable November 3, 2017 (no later than 5:00 p.m. MDT) November 17, 2017 (no later than 5:00 p.m. MDT) November 24, 2017 (no later than 5:00 p.m. MDT) December 12, 2017 December and January 2017 February 2018 March 30, 2018 Questions from Consultants due Responses to questions sent Proposal due Reach award decision Planning activities Strategic Planning Session with UNAC- Calgary Board of Directors Strategic Plan completed 7. Selection Process The Board of Directors will review all proposals. In evaluating proposals, price will not be the sole factor. The Board of Directors may consider any factors it deems necessary and proper, including but not limited to: price, quality of service, response to this request, experience, staffing, and general reputation. The final decision rests with the UNAC-Calgary Board. 2

4 8. Information Required of Respondents In responding to this RFP please use the following format. Response to RFP should be no more than five pages in length, plus attachments. Section 1. Summary of the Proposal: Provide a brief summary of Sections 2 through 6 of the proposal. Section 2. General Description of the Planning Activities Recommended: Provide a brief statement of your understanding of the requested effort including the conclusions. Section 3. Work Plan: Provide information about proposed activities that would involve key stakeholders such as UNAC-Calgary, Board, volunteers, community. Also provide a timetable for completing the process within the timeframe in Part VI. Section 4. Staffing Plan, Including Resumes: Please identify each person who will work on the project and identify his or her role. Also provide a resume and references for each member. Section 5. Budget: For each task in Section 3, please identify the expected hours of staff members identified in Section 4 and the total cost. UNAC-Calgary will reimburse the consultant for those tasks completed associated with developing the strategic plan. Identify the total billing rate for each project member. Please identify detailed costs for anticipated meetings. Activity Staff Hours Project Cost Total Section 6. References: Please supply the names of three references for which you have worked on similar projects. Include the current contact information for each reference. 9. Proposal Submission Proposals should be prepared in a straightforward manner to satisfy the requirements of the RFP. Emphasis should be on completeness and clarity of content. Questions concerning this RFP shall be ed to Rosalinda Hernandez, President, at president@unaccalgary.com by 5 p.m. (MDT) November 3, Responses to questions will be ed no later than 5 p.m. (MDT) November 17, The questions and answers will be shared with all respondents to this RFP via the UNAC-Calgary website Address the Proposal to: Rosalinda Hernandez address: president@unaccalgary.com Subject line: Strategic Planning Proposal Deadline for receipt of Proposal: No later than 5 p.m. (MDT), November 24, 2017 The UNAC-Calgary Board of Directors may request representatives of a bidding organization to appear for interviewing purposes. Travel expenses and cost related to the interview will be the responsibility of the bidder. 3

5 UNAC-Calgary will reach a decision on awarding the contract no later than December 12, Additional Information Consultants may provide any additional information it feels would assist UNAC-Calgary in the selection process. 11. Proposal Review and Assessment The Board of Directors will evaluate proposals and the highest-ranking. Proposer may be asked to make formal presentations to UNAC-Calgary Board of Directors. Consultants will be evaluated on the following criteria. These criteria will be the basis for review of the written proposals and interview sessions (if requested). The rating scale shall be from 1 to 5, with 1 being a poor rating, 3 being an average rating, and 5 being an outstanding rating. Weighting Factor Qualification Standard 2.0 Scope of Proposal Does the proposal show an understanding of the project objective and results that are desired from the project? 2.0 Assigned Personnel a) Do the persons who will be working on the project have the necessary skills? b) Are sufficient people of the requisite skills assigned to the project? 1.0 Availability a) Can the work be completed in the necessary time? b) Can the target start and completion dates be met? c) Are other qualified personnel available to assist in meeting the project schedule if required? d) Is the project team available to attend meetings as required by the Scope of Work? 1.0 Understanding of the nonprofit sector and participant needs? Does the project team understand participant and the needs unique to the philanthropic and non-profit sector? 4

6 Weighting Factor Qualification Standard 2.0 Cost and Work Hours a) Do the proposed cost and work hours compare favorably with the committee's estimate? b) Are the work hours presented reasonable for the effort required in each project task or phase? c) Can consultant meet the deadlines and operate within budget? 2.0 Consultant Capability a) Does the consultant have the support capabilities required? b) Does the consultant have previous relevant and positive experience in jobs of this type and scope and success in planning? c) Does the consultant/firm have prior experience working with organizations in the nonprofit/philanthropic sector? 5