UMass Chan Strategic Plan RFP

The University of Massachusetts Chan Medical School is seeking a qualified strategy‑planning consulting firm to develop a five‑year strategic plan, an AI/Data/Technology enablement roadmap, and related implementation deliverables. The work will be performed under a fixed‑price, lump‑sum contract, with all proposals submitted electronically via the Jaggaer BuyWays portal. The engagement is expected to last approximately six months, beginning in October 2026, and will require extensive stakeholder engagement, workshops, and a final board‑ready strategic framework by November 2026. The contractor must provide detailed qualifications, key personnel resumes, a project approach, schedule, and a firm‑fixed‑price bid in the required Excel price sheet. • Scope: strategic planning, AI/data/technology roadmap, financial and organizational planning for UMass Chan. • Deliverables: project workplan, current‑state assessment, strategic alternatives, board‑ready framework (Nov 12 2026), final five‑year plan, implementation roadmap, first‑year action plan. • Requirements: registration on UMass Supplier Portal, compliance with non‑negotiable contract terms, professional liability insurance, HIPAA/PCI‑DSS compliance, diversity certification, and submission of multiple mandatory attachments.