Request for Proposal for Strategic
I. General Information
Project Objective: To develop a three to five-year organic (a plan that can be easily adapted to address new needs or issues) strategic plan.
Missouri Bar 326
Monroe St., PO
Box 119 Jefferson
City, MO 65102-0119
RFP Issued: Aug. 1, 2016
Questions must be received by: 5 p.m. CDT, Aug. 22, 2016
Responses to questions before: 5 p.m. CDT, Aug. 26, 2016
Due Date for Proposals: 5 p.m. CDT, Sept.
The policy of The Missouri Bar Board of
Governors is to solicit proposals with an honest intention to award a contract.
This policy will not affect the right of The Missouri Bar to reject any or all
Contact for Further
Information: Sebrina Barrett,
Executive Director; Sebrina@mobar.org; 573-635-4128
The Missouri Bar Board of Governors’
Strategic Planning Committee is seeking consultant services
and or facilitators for the development of a five-year strategic plan
based on the needs of providing programming and services to its members; the
Courts of Missouri; and the citizens of Missouri. The
bar intends to undertake a comprehensive examination of its purposes and activities
with the goal of producing a document that will serve as a blueprint for future
operations in keeping with its stated mission. The consultant/facilitator will
work with a committee of lawyers and staff members and interact with a variety
of organizational stakeholders through the plan development.
The development of a strategic plan has
become a high priority for the Board of Governors given the growth of The
Missouri Bar; the legal needs of the citizens of Missouri; and protecting the
independence of the judiciary.
The Missouri Bar was created in 1944 by
order of the Supreme Court of Missouri. All individuals eligible to practice law
in the State of Missouri are required to be members of The Missouri Bar
pursuant to Missouri Supreme Court Rules 6.01 and 7.01. According to the Missouri Supreme
Court Rules and The Missouri Bar’s mission, the bar’s general purposes include:
improving the legal profession, the administration
of justice, and law and fostering a duty of service to the public. Through
educational programs, publications, and more, The Missouri Bar serves as a
valuable resource for members—and for the citizens of Missouri. All policies and
programs of The Missouri Bar are either developed or overseen by the state
bar’s Board of Governors, a 45-member group of elected lawyers who represent
the members in their districts.
Lawyers participate in the bar in a variety
of ways. They may seek to serve as members of the Board of Governors or the
Young Lawyers’ Section Council; take part in the more than 50 substantive law
committees; volunteer for service projects; choose to attend any of the
hundreds of Continuing Legal Education programs produced by the bar each year;
attend events, such as the Annual Meeting or Solo and Small Firm Conference; or
volunteer to write articles for bar publications. Members of the bar may elect status of
“active” (eligible to practice law in the state), “inactive” (not currently
engaged in the practice of law), senior (senior members age 75 or older). Bar membership includes more than 30,000 active members and of that membership approximately 1,400 senior
members (age 75 and older).
There are many challenges facing the legal
profession, for example:
The Missouri Bar’s main offices are located
in downtown Jefferson City. The center houses conference rooms and meeting
areas, which are available to members for business functions.
IV. Scope of Work
The Strategic Planning Committee is seeking
a consultant to lead the committee and ultimately the Board of Governors and
bar staff through the process of developing a five-year strategic plan.
The plan will articulate The Missouri Bar’s vision/mission and include the
goals, objectives and actionable steps that will guide the organization for the
next five years. In general, we expect the consultant / facilitator to do the following:
Some of the questions we want to address
are as follows:
The process should include board members,
staff, division chairs, and input will be sought from key stakeholders. The
consultant will work with the Board of Governors Strategic Planning Committee (which is made up of members of the board), The Missouri Bar’s officers, the executive
director and the staff directors, on the details of the strategic planning
process, schedule of activities, and selection of background information.
A final strategic plan document must
include the following in detail:
The Strategic Planning Committee will
review all proposals. In evaluating proposals, price will not be the sole
factor. The committee may consider any factors it deems necessary and proper,
including but not limited to: price, quality of service, response to this
request, experience, staffing, and general reputation. The final decision rests
with the Board of Governors.
Required of Respondents
responding to this RFP please use the following format. Response to RFP should
be no more than three pages in length, plus attachments to be received
Section 1: Summary of the Proposal - Provide a brief
summary of Sections 2 through 6 of the proposal.
Section 2: General Description of the Planning
Activities Recommended - Provide a brief statement of your understanding of
the requested effort including the conclusions.
Section 3: Work Plan - Provide information about
proposed activities that would involve key stakeholders such as The Missouri
Bar leadership, Board of Governors, division/committee chairs, staff, and other
constituents, including the public. Also provide a timetable for completing the
process within the timeframe in Part VI.
Section 4: Staffing Plan - Please identify
each person who will work on the project and identify his or her role. Also
provide a resume and references for each member. Qualifications and credentials
of the consultants or facilitators.
Section 5: Budget - For each task in Section 3, please identify the expected hours of
staff members identified in Section 4 and the total cost. The Missouri Bar will
reimburse the consultant for those tasks completed associated with developing
the strategic plan. Identify the total billing rate for each project member.
Please identify detailed costs for anticipated meetings.
use the following budget format:
6: References – Summary of experience with other organizations
similar in size and scope of The Missouri Bar. Please supply the names of three
references for which you have worked on similar projects. Include the current contact
information for each reference.
Proposals should be prepared in a
straightforward manner to satisfy the requirements of the RFP. Emphasis should
be on completeness and clarity of content. Proposal should set out a work plan
and schedule with an explanation of the methodology to be used and address all required deliverables.
Questions concerning this RFP shall be
emailed to Sebrina Barrett, Executive Director, at Sebrina@mobar.org by 5 p.m. CDT, Aug. 22, 2016. Responses to
questions will be emailed no later than 5 p.m. CDT, Aug. 26, 2016. The
questions and answers will be shared with all respondents to this RFP via
Address the proposal to:
Executive Director Email
line: Strategic Planning Proposal
Deadline for Receipt of Proposal: No later than 5 p.m. CDT, Sept. 2, 2016.
The Strategic Planning Committee may
request representatives of a bidding organization to appear for interviewing
purposes. Travel expenses and cost related to the interview will be the
responsibility of the bidder.
The Board of Governors will reach a
decision on awarding the contract no later than Sept. 30, 2016.
Consultants may provide any additional
information it believes would assist The Board of Governors in the selection
Proposal Review and Assessment
The Strategic Planning Committee will
evaluate proposals and the highest-ranking Proposer may be asked to make formal
presentations to the Board of Governors or the Strategic Planning Committee.
Consultants will be evaluated on the
following criteria. These criteria will be the basis for review of the written
proposals and interview session.
The rating scale shall be from 1 to 5, with
1 being a poor rating, 3 being an average rating, and 5 being an outstanding
the proposal show an understanding of the project objective and results that
are desired from the project?
b) Is the
methodology proposed clear and concise?
a) Do the
persons who will be working on the project have the necessary skills?
sufficient people of the requisite skills assigned to the project?
the work be completed in the necessary time?
the target start and completion dates be met?
other qualified personnel available to assist in meeting the project schedule
d) Is the
project team available to attend meetings as required by the Scope of Work?
of Industry and Participants’ Needs
project team understand participant and industry needs?
& Work Hours
a) Do the
proposed cost and work hours compare favorably with the committee's estimate?
the work hours presented reasonable for the effort required in each project
task or phase?
the firm have the ability to meet deadlines and operate within budget?
the consultant have the support capabilities required?
the consultant have previous relevant and positive experience in jobs of this
type and scope and success in planning?
the firm have prior experience in working with similar organization?
REFERENCE EVALUATION (Top Ranked Proposer)
The executive director will check references
using the following criteria. The evaluation rankings will be labeled
a) Would you hire this Proposer again?
b) Did they show the skills required by this
the original Scope of Work completed within the specified time?
interim deadlines met in a timely manner?
the Proposer responsive to client needs; did the Proposer anticipate
problems solved quickly and effectively?
original Scope of Work completed within the project budget?
The Missouri Bar seeks an Administrative Assistant to provide
rotating support to the government relations and
continuing legal education reporting departments through data entry,
correspondence, communication, computer and organizational skills. The ideal
candidate will be proficient in Microsoft Office desktop applications,
including Word, Excel and Outlook, as well as be detail-oriented and highly
organized. Superb customer service, professionalism and confidentiality are key
competencies for the role. Experience with iMIS and/or other custom databases a
Position located in Jefferson City and requires availability to work extended
hours as needed as well as occasional travel. To apply, submit a resume and
cover letter, including salary requirements, to firstname.lastname@example.org. Please apply by Monday, August 22, 2016. EOE.
Please note The Missouri Bar helps lawyers find jobs - and employers find lawyers - through Jobs for Missouri Lawyers, a service through our website offered at no cost to lawyers and employers.
Questions? Click here to contact us
Paid for by The Missouri Bar Sebrina Barrett, Executive Director PO Box 119 Jefferson City, MO 65102