RFP Q&A Updated 05.19.2025

Description

Request for Proposal - Senior Services Strategic Planning Consultant Questions & Answers - Updated 05/19/2025 at 11:30AM 1. Do you have a preferred completion date for the Senior Services Strategic Plan project? The project is estimated to kick-off July 28 and we anticipate 9-12 months for completion. 2. Is there a budget amount that you have in mind? We are budgeting $100-$150k for this project. 3. The proposal requirements specify to provide "Proof of financial solvency (audit or 990)". We are a private, for-profit company that does not require an annual audit at this point in time, and do not have audited financial statements. However, we can provide our profit and loss statements for the past 3 years. Would this satisfy this requirement? Yes, three years of profit and loss statements would be acceptable. 4. The requirements specify "Proposals must be no more than seven (7) single-sided pages" and include the firm overview, narrative information, and project plan as well as budget and cost narrative; three (3) references from comparable projects; proof of financial solvency (audit or 990); and proof of liability insurance ($1M per occurrence / $2M aggregate). Can you confirm what specific items are included in the seven-page limit (i.e., are the references, proof of financial solvency, and proof of liability insurance excluded from the limit)? The seven-page limit does not include references, proof of financial solvency, or proof of liability insurance. 5. Will non-local consultants be considered for this engagement, or is there a preference for local consultants? Yes, non-local consultants will be considered. While knowledge of the region is helpful, Lake County welcomes proposals from qualified consultants regardless of geographic location. Demonstrated experience in similar projects and a feasible engagement plan are the priority. Candidates will need to demonstrate their understanding of the senior services landscape and local context. 6. Can this engagement (both working with the Lake County Board of Commissioners/Senior Citizens Advisory Panel as well stakeholder engagement) be conducted as a blend of virtual and in-person time? Or is there a preference for how this is conducted? Yes, a hybrid model of virtual and in-person engagement is acceptable. However, some in-person presence may be expected for key meetings, focus groups, or presentations. 7.