Strategic Planning Software

The City seeks to procure and deploy a cloud-based software platform to develop its strategic plan in dynamic and engaging platform. The City would implement the software among all departments, develop key performance indicators (KPI), and seek to provide training to keep the platform up to date.

The City of Lake Forest ("City") seeks proposals ("Proposals") from qualified firms ("Respondents") for Strategic Planning Software.

The City plans to utilize the new software to build and update the FY 2027-28 to FY 2033-34 Strategic Plan.

Key Goals and Objectives

• Ease of Use: System maximizes the use of automation, logic, and interfaces with other systems to minimize manual user effort and required user steps.
• Ease of Management: System maximizes ability to efficiently administer and manage the strategic planning process and has an efficient, user-friendly system layout. User interface optimizes users' overall experiences.
• Public Dashboard: System maximizes ability to share data from City departments and initiatives in digestible format. Dashboard integrates seamlessly with internal project management features used by staff.

General Software Requirements

• Supports management of multiple strategic initiates across various department, whether through a multiplan function or other workflow setup.
• Enables users to visualize plan status across a single or multiple plans/deparments in a single view.
• Supports multiple plan/department administration
• Supports plan reporting capabilities across plans/departments
• Supports integrated "roll up" reporting across any Goals, Priorities, Objectives/Initiatives on any Plan [...]
• Ability to create and manage tasks, subtasks, dependencies, and organization specific custom details
• Must support an integrated Public Dashboard builder with multilanguage support
• Public Dashboard(s) do not require any third party plugins or tools

Implementation and Support

The City seeks the following professional services to support the implementation:

• Initial training for City's project manager/administrator of software
• Initial training services for City users/staff
• Access to videos, resources, and other training tools throughout the City's use of the software.

Proposals must be received via the City's eProcurement Portal at https://procurement.opengov.com/portal/lakeforestca no later than **4:00 pm on Wednesday, November 18, 2026**.

The cost proposal shall be submitted in a separate, sealed manner and marked "Cost Proposal" with Respondents name and shall be submitted electronically using the Cost Proposal submission feature using the City's eProcurement site.

The letter must stipulate that the cost proposal will remain valid for a period of at least 180 days.

The City anticipates awarding a contract with an initial term of January 1, 2027 to December 30, 2029. The City will have the option, at its sole discretion, to extend the agreement for up to two (2) additional one year terms.

The Selection Committee will use a weighted point formula during the review process to individually score Project Proposals. [...] Presentation/Interview Evaluation (Maximum Points =160, 80%) and Cost Proposal Evaluation (Maximum Points = 40, 20%)