RFP 2025-89 organizational assessment and fiscal sustainability analysis

Clackamas County is seeking a qualified third-party contractor to conduct a comprehensive organizational assessment and fiscal sustainability analysis for its Health, Housing and Human Services (H3S) Department through RFP 2025-89. The project targets a detailed evaluation of the department's six divisions, including Behavioral Health, Children/Family/Community Connections, Health Centers, Housing and Community Development, Public Health, and Social Services. The selected vendor will assess organizational structure, financial health, and operational efficiency for a department employing over 800 people with a $406 million operating budget. Proposals must be submitted electronically through Bid Locker by February 12, 2026, at 2:00 PM Pacific Time, with clarifying questions due by February 5, 2026, at 5:00 PM. The contract will span from March 2026 through June 30, 2028, with a phased implementation targeting full program-level reorganization by July 1, 2028. Evaluation criteria include understanding of scope (30 points), experience (15 points), cost competitiveness (15 points), staff qualifications (20 points), and unique capabilities (20 points), totaling 100 points.

The procurement does not specify explicit set-aside designations or restrictions for disadvantaged enterprises. Contractors must demonstrate experience with similar public entities of comparable size within the past five years and provide at least three professional references. The project requires a time-and-material contract with a not-to-exceed fee structure and monthly invoicing. Required insurance includes Commercial General Liability ($1,000,000 per occurrence/$2,000,000 aggregate), Professional Liability ($1,000,000 per occurrence/$2,000,000 aggregate), and Automobile Liability ($1,000,000 per occurrence). The assessment must incorporate equity decision-making principles, trauma-informed approaches, change management, and stakeholder engagement strategies, with deliverables including recommendations, implementation plans, and financial frameworks to inform FY 27-28 budget adjustments. While a specific budget range is not explicitly stated, the project scope suggests a substantial investment given the department's complex fiscal challenges, including recent budget reductions and ongoing financial constraints.