RFP

Care Share Health Alliance announces a Request for Proposals (RFP) for strategic planning services.

Issue Date: March 28, 2025
Proposal Due Date: April 17, 2025
Budget: $10,000 (May consider budget increase for firms with strong qualifications.)

I. Introduction

Care Share Health Alliance (CSHA) is a non-profit organization committed to advancing health equity by fostering collaboration and systems change to improve access to healthcare for underserved communities. CSHA seeks proposals from qualified strategic planning firms to facilitate the development of a comprehensive strategic plan that will guide the organization over the next three to five years.

II. Purpose and Scope

The selected firm will work closely with CSHA’s leadership, Board of Directors, staff, and key stakeholders to develop a strategic plan that:

• Defines the organization’s vision, mission, and strategic priorities.
• Identifies opportunities for growth, partnerships, operational effectiveness, and sustainability.
• Provides measurable goals and an implementation framework.
• Ensures alignment with community needs and emerging trends in healthcare access and equity.

III. Scope of Work

The strategic planning process should include:

1. Stakeholder Engagement – Conduct interviews, surveys, and focus groups with staff, Board members, partners, funders, and community members.
2. Environmental Scan – Assess internal and external factors influencing CSHA’s work, including market trends, policy landscape, and funding opportunities.
3. SWOT Analysis – Identify organizational strengths, weaknesses, opportunities, and threats.
4. Strategy Development – Facilitate workshops to define strategic priorities and develop actionable goals.
5. Implementation Plan – Outline steps for execution, resource allocation, performance measurement, timelines, roles and responsibilities and monitoring and evaluation guidance.
6. Progress Reports – Provide a progress report at the mid-point of the strategic planning process and a final report to be presented to the Board of Directors prior to the completing the final strategic plan document.
7. Final Strategic Plan Document – Provide a polished, actionable document with key findings, goals, and recommendations.

IV. Proposal Requirements

Interested firms must submit a proposal including:

1. Cover Letter – Brief introduction and statement of interest.
2. Firm Background – Description of firm, experience in strategic planning, and expertise in non-profit sectors.
3. Approach & Methodology – Outline of proposed process, engagement strategies, timeline, and implementation support offered.
4. Team Qualifications – Bios of key personnel who will lead the project.
5. References – At least two references from similar projects.
6. Budget & Pricing – Detailed cost estimate, including professional fees and anticipated expenses.
7. Past Equity Work– Documentation of previous experience in addressing health equity, diversity, and inclusion in strategic planning projects.

V. Selection Criteria

Proposals will be evaluated based on:

• Demonstrated experience in strategic planning for non-profits and healthcare organizations.
• Familiarity with North Carolina healthcare, public health and/or non-profit landscape.
• Understanding of health equity and systems change approaches.
• Strength of proposed methodology and stakeholder engagement strategy.
• Qualifications of key personnel.
• Cost-effectiveness of the proposal.
• References and past performance.
• Effectiveness (i.e. examples of how the firm’s strategic planning guidance contributed to the success of other organizations.)
• Prior experience in equity focused work.

VI. Timeline

• RFP Release Date: March 28, 2025
• Proposal Submission Deadline: April 17, 2025
• Interviews with Finalists: April 28- May 7, 2025
• Selection and Notification: May 16, 2025
• Project Start Date: June 3, 2025
• Completion of Strategic Plan: December 31, 2025
• Implementation Date: March 2026

VII. Submission Instructions

Proposals must be submitted electronically in PDF format to kdodd@caresharehealth.org by April 17, 2025. Questions regarding this RFP may be directed to Kyndal Dodd at kdodd@caresharehealth.org.

VIII. Terms and Conditions

• CSHA reserves the right to reject any or all proposals.
• CSHA is not responsible for any costs incurred in proposal preparation.
• The selected firm must enter into a contract with CSHA outlining the scope of work, deliverables, and payment terms.

We look forward to reviewing your proposals and partnering to shape the future of Care Share Health Alliance through a strong strategic vision.