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Business Opportunities

REQUEST FOR QUOTES

Facilitation Services for Strategic Planning Retreat

1. Overview:

Clean Rivers Cooperative, Inc. (“Clean Rivers”), a nonprofit oil spill response organization, is seeking quotes from qualified facilitators to support our upcoming strategic planning retreat, on May 18th, 2026. The purpose of this retreat is to bring together past/present leadership and key stakeholders to reflect on our current work, identify strategic priorities, and strengthen alignment for the next phase of our organization’s growth. We are looking for a skilled, neutral facilitator who can guide productive discussion, ensure inclusive participation, and help us achieve clear, actionable outcomes.

2. Scope of Work:

The selected facilitator will be responsible for the following:

Pre-Retreat Preparation

    • Two planning meetings (1 hour each) with organizational leadership to clarify goals and desired outcomes (in-person or remote via Teams).
    • Review of relevant organizational governance documents (i.e. Articles of Incorporation, Bylaws, Management Service Agreement, the previous strategic plan, previous annual report, 19 relevant policies).
    • Development of a customized retreat agenda and facilitation plan.

 

Retreat Facilitation

    • Facilitation of a one-day strategic planning retreat (in-person), 5882 NW St. Helens Road, Portland, OR 97201.

    • Guidance through structured discussions, brainstorming, prioritization, and decision-making.

    • Support for effective group dynamics and equitable participation.

 

Post-Retreat Deliverables

    • A written summary of key themes, decisions, and recommended next steps.

    • Two follow up meetings (one hour each) with leadership to assist in their development of the organizational planning framework and associated metrics (in-person or remote via Teams).

 

3. Desired Qualifications:

Respondents should demonstrate:

    • Experience facilitating strategic planning processes for organizations similar to ours.
    • Strong group facilitation, communication, and conflict-management skills.
    • Ability to synthesize complex information and guide groups toward clarity.
    • A facilitation style that is neutral, engaging, and outcomes-oriented.

 

4. Quote Requirements:

Please include the following in your submission:

    • A brief description of your relevant experience and facilitation approach.
    • Your proposed fee for the full scope of work, including any travel or additional costs.
    • Confirmation of your availability for the retreat date, May 18, 2026.
    • Three references from similar engagements.

 

5. Timeline:

    • RFQ released: 2/27/26
    • Quotes due: 3/13/26
    • Selection made by: 3/20/26
    • Two planning meetings: April 2026, TBD
    • Retreat date: 5/18/26
    • Two follow up meetings: June 2026, TBD

 

6. Submission Instructions

Please submit your quote by email to:

Vanessa Green, General Manager, Clean Rivers Cooperative vgreen@pdxmex.com