Strategic Plan Update Consulting Services

Valley Sanitary District ("District" or "VSD") is seeking qualified consulting services to facilitate the update and development of a comprehensive five-year Strategic Plan that will establish the District's strategic direction and guide organizational priorities, operations, capital investments, resource allocation, workforce development, and service delivery.

The Strategic Plan shall provide a clear, practical, and actionable roadmap that supports the District's commitment to reliable wastewater collection and treatment, environmental stewardship, regulatory compliance, fiscal responsibility, organizational excellence, infrastructure sustainability, and exceptional customer service.

The Consultant shall work collaboratively with the Board of Directors, General Manager, executive and management staff, District employees, and other stakeholders as appropriate to evaluate the District's current position, identify future priorities and challenges, establish measurable strategic goals and objectives, and develop an implementation framework for monitoring and reporting progress.

The resulting Strategic Plan is intended to guide District decision-making, annual work planning, budgeting, capital improvement planning, and organizational development over the next five years.

The Consultant shall provide all professional services necessary to complete the Strategic Plan Update. The anticipated scope includes, but is not limited to, the following tasks.

• Task 1 - Project Initiation and Work Plan. The Consultant shall meet with designated District representatives to establish project expectations, communication protocols, roles and responsibilities, stakeholder engagement methods, project milestones, and the overall strategic planning process. Deliverable: Project Work Plan and Schedule.
• Task 2 - Review and Organizational Assessment. The Consultant shall conduct a comprehensive review of existing District plans, policies, programs, organizational information, and other relevant materials to establish a baseline understanding of the District's current strategic position. Deliverable: Organizational Assessment and Environmental Scan Summary.
• Task 3 - Stakeholder Engagement. The Consultant shall develop and facilitate a meaningful stakeholder engagement process designed to gather input regarding the District's mission, vision, values, priorities, challenges, opportunities, and desired outcomes. Deliverable: Stakeholder Engagement Summary.
• Task 4 - Board and Leadership Strategic Planning Workshops. The Consultant shall design and facilitate strategic planning workshops with the Board of Directors, General Manager, and appropriate District leadership and staff. Deliverable: Workshop Materials and Strategic Framework Summary.
• Task 5 - Strategic Framework Development. Based on information gathered through Tasks 1-4, the Consultant shall develop a strategic framework for the District's five-year planning horizon. Deliverable: Draft Strategic Framework.
• Task 6 - Draft Strategic Plan. The Consultant shall prepare a comprehensive Draft Five-Year Strategic Plan incorporating the findings and recommendations developed through the strategic planning process. Deliverable: Draft Five-Year Strategic Plan.
• Task 7 - Implementation and Performance Measurement Framework. The Consultant shall develop a practical implementation framework that enables the District to translate strategic goals into measurable actions. Deliverable: Strategic Plan Implementation and Performance Measurement Framework/Dashboard.
• Task 8 - Final Strategic Plan and Board Presentation. Following review and comment by the District, the Consultant shall prepare the Final Five-Year Strategic Plan and associated implementation materials. Deliverable: Final Five-Year Strategic Plan, Board presentation materials, and implementation toolkit.

The Final Strategic Plan shall be provided in both editable electronic format and professionally formatted, publication-ready PDF format.

**Submission method:** Proposals must be submitted electronically via VSD's eProcurement Portal (https://procurement.opengov.com/portal/valley-sanitary). Proposals must be received no later than Friday, November 6, 2026, on or before **4:00 pm** via the VENDOR QUESTIONNAIRE section. Please note that mailed, hand-delivered, faxed, or emailed proposals will not be accepted.

All questions must be requested in writing and directed to VSD via the District's eProcurement Portal Q&A feature.

Please provide a lump sum, not-to-exceed fee proposal for the Project. The fee proposal shall be broken down by task and further broken down by staff, subconsultant costs, and expenses for each task.

Evaluation criteria

• Understanding of Project and Project Approach: 30 points
• Scope of Work and Schedule: 25 points
• Relevant Qualifications/Experience: 25 points
• Overall Quality of Proposal: 10 points
• Cost Evaluation: 10 points

Proposers may be invited to make an oral presentation. Prices provided by Proposers are valid for 90 days from the proposal due date. VSD Board consideration of award is December 8, 2026.