REQUEST FOR PROPOSALS FOR STRATEGIC PLANNING

Local Initiatives Support Corporation’s (LISC) Rhode Island office is seeking a consultant to develop a new Strategic Plan that will guide LISC for the next three years. The work is expected to take place during the next 4-6 months.

ABOUT LISC

LISC’s comprehensive approach deploys strategies that empower people, transform places, support enterprises, and drive systems innovation.

LISC achieves its goals through:
• A comprehensive community development approach by continuing and strengthening core work (housing & neighborhood revitalization, lending and investment)
• A strong lending and investment strategy
• Efforts to advance and accomplish economic development as part of the comprehensive approach
• A broad policy agenda that requires state and local work
• Intentional priorities in investments, programming and policy in the areas of Health and Safety, Child Care and Early Learning Facilities, Community Development Corporation development and capacity building, Financial Stability and workforce development
• The pursuit of new partnerships in strategically-aligned sectors
• Elevating LISC’s role as an effective capacity builder

Nationally, in the past 40 years, LISC and its affiliates have invested approximately $20 billion in businesses, affordable housing, health, educational facilities, mobility, community and recreational facilities, public safety, employment and other projects that help to revitalize and stabilize underinvested communities. Headquartered in New York City, LISC’s reach spans the country in 35 markets with offices extending from Rhode Island to Los Angeles. Visit us at www.lisc.org or www.rilisc.org.

The LISC Rhode Island program has significant experience developing the infrastructure of a diverse range of local, community-based organizations that support local solutions to community needs. We achieve this by providing training, technical and financial assistance to build organizational capacity, creating opportunities for our partners to identify and share best practices, supporting high impact programs, and providing project investments. Since opening in 1991 in Rhode Island, LISC has invested over $395 million in Rhode Island communities. Our investments have created 8,330 affordable homes, 2 million square feet of commercial space, and have leveraged $1.4 billion of community development activity in Rhode Island.

NEED

LISC Rhode Island intends to continue our successful work in affordable housing lending and support of community development corporations (CDCs), Financial Stability and Workforce Development, Health and Safety, and Early Learning and Child Care Facilities while we explore ways to connect our current and previous work to new opportunities that can drive community economic development.

PROJECT OVERVIEW AND ANTICIPATED OUTCOMES

The planning process should be interactive and designed to build consensus between LISC and its partners on the strategic direction LISC should pursue. The plan should connect goals, strategies, local capacity and availability of resources with concrete action plans to achieve measurable results.

Theory of Change (ToC) Questions: The following four questions will guide the planning process:
1. Goals: What are we going to hold ourselves accountable to achieve?
2. Strategies: What strategies will we pursue to achieve our goals?
3. Capacity: What capacity is needed to execute the strategies?
4. Resources: How much does it cost and how will we pay for it?

The final strategic plan will provide answers to the four ToC questions using the framework of the following components:

Environmental Scan and Data Analysis
• Assess LISC’s value and impact within the State
• Analyze the local community development service delivery system to address:

o Affordable housing
o Lending and Investment
o Economic development
o Early Learning and Child Care Facilities
o Jobs, income and wealth building and financial stability
o Safety, health, education or other Quality of Life indicators
o Community engagement and empowerment

• Consider implementation partners’ capacity
• Analyze LISC’s competitors and competitive advantage
• Evaluate resources available to support community development activities and specifically LISC
• Interview key stakeholders to provide context to data analysis and shape priorities
• Conduct focus group sessions to solicit feedback on environmental scan

Broad Goals and Direction
• Facilitate a Local Advisory Committee (LAC) and staff planning session to build consensus on LISC’s priorities, definition of success and value proposition
• Establish strategic direction and broad goals for further exploration
• Create teams to develop specific strategies for each goal
• Determine additional information required to validate goals

Strategies, Capacity and Resources Needed to Achieve Goals
• Help teams develop detailed plans for each goal by answering the four ToC questions
• Facilitate a session for teams to present plans for feedback
• Assess LISC’s internal capacity to execute plan
• Present strategies to LACs for input and feedback
• Assist staff in developing detailed implementation plans
• Develop a budget to finance strategies and internal operations, and identify potential sources

Strategic planning documents
• Create the final strategic plan.
• Design a dashboard report to track progress.

ANTICIPATED PROJECT TIMELINE

Consultants should plan to complete the strategic planning process over four to six months, influenced by the availability of staff and Local Advisory Committee members.
• First 60-90 days: Data Analysis, Environmental Scan
• Additional 60-90 days: Focus Groups & Interviews, Planning Retreat
• Final 60 days: Strategies and Implementation Plans, Final Plan

PROPOSAL SELECTION CRITERIA

LISC will evaluate proposals based on clarity of proposal and work plan, timeline, budget and costs, relevant experience with strategic planning for similar organizations, knowledge of affordable housing and community economic development, and familiarity with Rhode Island’s funding and political environment.

TIMELINE FOR CONSULTANT SELECTION

Please submit proposals by September 12, 2019, 5:00 pm, to Maria Canton at mcanton@lisc.org. LISC anticipates conducting interviews the fourth week of September and selecting a consultant no later than October 15, 2019.

PROPOSAL SUBMISSION

• Indicate consultant agency name, address, telephone phone number and e-mail for agency contact. (Contact Jeanne Cola at jcola@lisc.org to clarify the project and LISC’s needs prior to submitting a written proposal.)
• Anticipated Scope of Work and Timeframe – Describe your plan for accomplishing the work including the activities, format, and a timeframe for completing the project. Provide a timeline that details each phase (component) of the project, along with a description of the anticipated time commitments of LISC staff and LAC members.
• Resumes of Personnel – Provide resumes of each consultant who will work on the project, and their respective responsibilities for this project. Include a summary of relevant experiences of each of the consultants in working on similar projects with similar agencies.
• Budget and Cost – Provide the number of hours anticipated to complete each component of the project and the total time. Provide the hourly rate for each of the consultants assigned, and their respective duties. Include the cost for each phase, as well as the maximum fee for this project. Identify personnel and non-personnel items separately within the total budget.
• Previous Clients/References – For each consultant who will be assigned to this project, provide a list of previous clients that will be used as references. Briefly describe the scope of the work for each of these references, the year completed and a contact name and phone number for each one.
• Proposals should be no more than eight (8) pages, not including resumes and previous clients/references.

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