Strategic Planning Consulting Services

The City of Lake Forest is seeking a consultant to facilitate strategic planning workshops, provide staff training, conduct optional interviews and workshops, and support development of its FY 2027-28 through FY 2033-34 Strategic Plan.

City of Lake Forest > City Manager


General
Open (open)
2026-RFQ (Quotes)-042
Nov 05, 2026 12:00 AM
Oct 14, 2026 04:04 PM
Request for Quote/Qualifications (RFQ)
Local
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Original Solicitation Links
Contact
nruelas@lakeforestca.gov
+19494613437
100 Civic Center Drive, Lake Forest, CA, USA
Submission Instructions
Description

The City of Lake Forest is seeking a strategic planning consultant to support the update of its FY 2027-28 through FY 2033-34 Strategic Plan. The core scope includes designing and conducting a half-day strategic planning workshop for approximately 15 executive managers and department leaders, and a 1- to 1.5-hour strategic planning session for approximately 80 city employees. The sessions should address core services, challenges, transformational initiatives, organizational goals, performance measures, change management, and collaboration. Optional services include interviews with management and City Council members, synthesis of interview findings, a joint commissioners workshop, a City Council strategic planning workshop, and follow-up Council-member interviews. The consultant must submit a statement of qualifications or technical proposal and separate pricing for the core and optional scope items through the electronic procurement portal. The selected consultant is expected to help the City complete the strategic plan by April or May 2027.

Classification Codes
NAICS541618Other Management Consulting Services
PSCR410SUPPORT- PROFESSIONAL: PROGRAM EVALUATION/REVIEW/DEVELOPMENT
Smart Codes
strategic planning consultingstaff training facilitationorganizational workshop facilitation
Specifications
Service Only
Timeline
Oct 14, 2026-Project Release Date
Oct 27, 2026 12:00 AM-Question Submission Deadline
Nov 05, 2026 01:00 AM-Submission Deadline
Nov 16, 2026-Anticipated Contractor Selection Date
Requirements
Required
  • Commercial General Liability — $1,000,000.00
  • Automobile Liability — $1,000,000.00
  • Workers' Compensation
  • Employer's Liability — $1,000,000.00
  • Professional Liability (Errors & Omissions) — $1,000,000.00
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