Organizational Change Management Consultant: Implementation of NACHC’s New Learning Management System (LMS)

Request for Proposals (RFP)
Organizational Change Management Consultant:
Implementation of NACHC's New Learning Management System (LMS)
RFP Initial Release: Monday, October 5, 2026
Proposals Due: Friday, October 30, 2026 - 5PM ET
Points of Contact
Subject Matter Content Inquiries:
Brian Kirkland (bkirkland@nachc.org) & Jessica Hinshaw (jhinshaw@nachc.org)
Submission Process Inquiries:
Latisha Harley (trainings@nachc.org)
___________________________________________________________________
Organization Overview
The National Association of Community Health Centers (NACHC), established in 1971, serves as
the nation's leading advocacy, research, training, and leadership development organization for
Federally Qualified Health Centers (FQHCs) and FQHC look-alikes (referred to as "health
centers"). Health centers serve nearly 1 in 7 Americans, regardless of their ability to pay, and
NACHC champions the delivery of affordable, effective, high-quality, and comprehensive
primary care through health centers across the nation.
Approximately 330,000 staff work at health centers in more than 16,000 sites throughout the
United States. NACHC provides these dedicated professionals, health center boards, and
community partners with learning, training, and technical assistance opportunities to
strengthen governance, operational, administrative, financial, and clinical care roles.
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Background and Project Context
NACHC develops and delivers a broad portfolio of learning, training, and technical assistance.
Each service is provided by a different NACHC team for a specific audience or purpose and is
delivered through a range of formats and channels.
NACHC is preparing to transition from its current Learning Management System (LMS) to a new,
more streamlined platform, with a plan to "go-live" in the summer of 2027. NACHC intends to
leverage this transition period to create a more connected, accessible, and sustainable learning
experience for all NACHC's program teams and learners.
A substantial discovery and planning phase was completed in June 2026 with NACHC staff and
Community Health Center leaders, including Health Center Governing Board members. This
work identified several opportunities to develop a sustainable approach to streamline and align
training programs across NACHC; define a system to differentiate free vs. member-based vs.
fee-based learning; and to create stronger learning pathways with improved reporting and
measurement processes across NACHC. The ultimate goal is to offer a more user-friendly
learning and training experience for NACHC's staff and learners. A summary of these findings
will be provided to the selected vendor to assist with this project.
Purpose of this RFP
NACHC seeks an experienced organizational change management partner to guide the people,
processes, and organizational alignment needed as NACHC transitions to its new LMS. For this
project, organizational change management includes strengthening alignment across NACHC's
programs; establishing guidance and administrative processes for free and fee-based
programming; defining workflows to use the LMS and other learning channels; preparing staff
and learners to use the new LMS; supporting risk management and communications planning;
and helping staff adopt the roles, processes, and practices needed for a more coordinated
approach to NACHC's portfolio of learning and training programs.
A separate LMS vendor has been selected to lead the technical implementation of the new
platform. The organizational change management partner will work closely with the LMS
vendor, NACHC's Learning & Professional Development (LPD) Work Group, and members of the
NACHC leadership team to align organizational changes with the LMS transition.
Scope of Services
The organizational change management vendor, in partnership with the LMS vendor, will help
NACHC staff use the new LMS to its best capacity for learning and training programs.
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Budget: up to $90,000
Project Period: December 2026 - June 30, 2027 (Seven months, with possible extension
for July-August 2027 based upon available funding and performance.)
NACHC anticipates six interconnected areas of work for this project. Respondents to this RFP
should propose their methodology, activities, sequencing, and plans for stakeholder
engagement to achieve the desired outcomes as explained below:
1. Learning Alignment; Strategy & Governance
Objective: Implement a shared vision for learning across NACHC, supported by clear
governance, roles, responsibilities, and decision-making processes.
The selected vendor will:
Consider different program goals, audiences, funding requirements, and approaches to
learning and training at NACHC. Clarify which operating practices can be coordinated or
standardized across NACHC and which program-specific approaches should remain.
Build upon NACHC's existing processes and platforms to create organizational alignment
that will work well with the new LMS and within logical learning pathways related to
governance, administrative leadership, community health, clinical care, advocacy, etc.
Clarify staff roles, responsibilities, authority, and accountability for a coordinated
approach to learning and training, and establish practical governance and decision-
making processes.
2. Pricing Strategy & Governance
Objective: Establish clear processes to guide pricing decisions for a consistent approach to
pricing NACHC's learning and training programs and determine which programs are free,
member-based, or fee-based.
The selected vendor will:
Assess current approaches to pricing fee-based learning across NACHC and identify
opportunities for greater consistency and coordination.
Work with the LPD Work Group and NACHC leadership to develop a framework with
clear criteria to guide pricing decisions considering NACHC's mission and factors such as
program costs, audience, format, market considerations, funding requirements, and
financial sustainability plans.
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Facilitate a practical governance process to set, review, approve, and adjust prices for
fee-based learning programs with clear staff roles, responsibilities, and decision-making
authority related to pricing.
Train NACHC teams and offer tools (checklists/other processes) to support consistent
pricing decisions for existing and future learning programs.
3. Learning Portfolio; Content & Channel Prioritization
Objective: Based on LMS capacity, establish a practical framework to organize, categorize, and
migrate NACHC's existing learning and training content into NACHC's new LMS vs. other
learning channels or discussion-based platforms.
The selected vendor will:
Consider LMS capacity and best use to define which content and learning experiences
belong in the new LMS and which are better delivered through NACHC.org, community
platforms, events, or other channels.
Create an immediate streamlined process to help staff easily prepare for, prioritize, and
categorize content for migration to the new LMS prior to launch.
Create a longer-term process (tools/checklists) to clearly track which content will go into
the LMS vs. other channels and which content should be updated, archived,
consolidated, or retired over time. Consider time limitations for staff.
Consider policies and best practices NACHC staff can apply when producing new
materials for the LMS with support from AI.
4. User Experience; Implementation Readiness; Measurement
Objective: Ensure NACHC's new learning environment supports effective workflows for staff
and learners; captures the data needed to understand reach and impact; and is ready for
launch in Summer 2027.
The selected vendor will:
Identify key internal and external user groups and understand their needs, roles, and
interactions with the new learning environment (this will include reviewing NACHC's
existing discovery and planning documents and considering how to reduce staff
burden).
Work with NACHC's LPD Work Group and LMS vendor to design and document
workflows for staff who create, manage, promote, administer, track, and evaluate
learning.
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Design and document learner workflows that reflect how different audiences find,
register for, participate in, complete, and return to NACHC learning, including role-,
topic-, or competency-based learning pathways where appropriate.
Develop an approach to streamline evaluation and integrate data from NACHC's LMS,
website, conferences, Higher Logic, and other relevant sources; establish success
measures and tracking processes that help NACHC understand its reach and impact
across priority audiences.
Coordinate User Acceptance Testing (UAT) with NACHC and the LMS vendor: engage
representative staff and learners to test and refine workflows and address user
experience and organizational readiness issues before launch.
5. Staff Training; Communications; Go-Live Preparation
Objective: Prepare NACHC staff and external learners for NACHC's learning alignment strategy
and transition to the new LMS; address change and adoption risks; and support a well-
coordinated and marketed summer 2027 launch.
The selected vendor will:
Develop a coordinated go-live plan that addresses organizational and technical
readiness, content, staff training, communications, and learner support. Coordinate all
activities to ensure training, communications, learner support, and related resources are
in place before go-live.
Assess staff training and preparation needs based on roles, responsibilities, and
anticipating/reducing risks in partnership with NACHC teams and the LMS vendor.
Develop role-based training videos and resources for staff who administer, create,
manage, promote, track, evaluate, or support learning. Train staff.
Coordinate communications: (1) Work with NACHC's Operations Team and LPD Work
Group to develop and implement internal communications that prepare staff for the
new learning environment and LMS. (2) Work with NACHC's Communications &
Engagement Team to implement an external communications plan that introduces the
new learning experience and prepares learners to use the new LMS.
6. Post-Launch Evaluation; Support for Continuous Improvement
Objective: Support NACHC during the initial post-launch period: identify early issues, respond to
user feedback, and establish processes for ongoing evaluation and improvement.
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The selected vendor will:
Monitor early staff and learner experiences, gather feedback, and help NACHC address
priority issues related to workflows, training, communications, and user support.
Work with NACHC's Data Analysis Team to review available early indicators of success
and establish a practical approach for ongoing measurement and evaluation.
Update training or support resources based on early user experience and feedback.
Transfer relevant tools, processes, and responsibilities to NACHC staff and recommend
priorities for continued improvement after the engagement ends.
Proposal Requirements: 4 Parts
Part 1. The Proposal Narrative & Work Plan (up to 6 pages with the following sections):
A. Organizational Overview
a) Provide a brief overview of your organization and services relevant to this engagement.
b) Disclose any actual or potential conflicts of interest (see p.11 of this RFP for more
information).
B. Proposed Approach and Change Management Methodology
a) Describe how your proposed change management approach will address NACHC's goals,
Scope of Services, and desired outcomes for this engagement.
b) Describe the change management framework(s) you will use and how you would adapt
your approach to balance competing organizational priorities with limited staff time.
C. Work Plan
a) Propose phases, activities, milestones, and deliverables that address the six areas
included in the Scope of Services.
b) Describe how your organization will coordinate organizational change management
activities with the LMS vendor to...
Establish alignment across NACHC teams with different programs, audiences,
funding requirements, and ways of working.
Develop a practical approach to pricing governance for free, member-based, and
fee-based learning.
Help NACHC determine which learning and training content belongs in the LMS
versus the website, community platforms, events, or other channels, and
support staff through the content migration process.
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Develop and test effective workflows for both staff and learners for the LMS and
other training platforms, and establish appropriate measurement and evaluation
processes.
Prepare staff and learners for LMS launch through training, communications,
learner support, and strategies to mitigate change and adoption risks.
Provide initial post-launch support and establish processes that NACHC can use
for ongoing evaluation and continuous improvement.
D. Stakeholder Engagement Approach
Describe how your organization will:
a) Engage NACHC's Learning & Professional Development Work Group, leadership,
staff teams and learners, while making efficient use of staff time.
b) Coordinate with the technical LMS vendor throughout the engagement, including
activities that require joint planning, testing, training, and launch preparation.
c) Engage health center learners and other external stakeholders when their input is
needed to inform workflows, testing, communications, and other deliverables.
E. Conflict of Interest
In the proposal narrative, vendors must disclose any actual or potential conflicts of
interest related to services provided under this RFP. Disclosure should include any
financial, organizational, contractual, or personal relationships that could create the
appearance of bias or impair the vendor's ability to provide objective services to NACHC.
NACHC reserves the right to determine whether disclosed conflicts constitute grounds
for disqualification.
Part 2. Capability Statement (up to 3 pages, not including work samples):
A. Project Team
a) Proposed team member(s), role(s), relevant experience, anticipated level of effort, and
primary day-to-day contact. Note: At least one team member must have relevant
experience with learning and training program development and LMS implementation or
use.
B. Relevant Experience, Work Samples, References
a) Provide two to three examples of comparable organizational change management
engagements your organization has conducted (preferably involving LMS
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implementation or adoption). Briefly describe the challenge, your role, approach, and
results.
b) Provide two to three related work samples.
c) Provide two to three client references including name, title, organization, and email
address.
Part 3. Timeline
NACHC anticipates the engagement will be from December 2026 through June 2027, this may
include a short extension for a defined period of post-launch support from July-August 2027 if
there is a delayed launch. The new LMS is expected to go live in Summer 2027.
Share a project timeline showing major phases, activities, milestones, deliverables, and
deadlines for completing the proposed Scope of Services. Incorporate milestones within this
timeline such as:
Early progress or "quick wins" you would expect and by when.
Key milestones leading to the LMS launch and initial post-launch support phase.
Measures NACHC can use to assess the adoption, user experience, reach, and
other indicators of success during the engagement.
Part 4: Budget & Budget Justification (use the budget template provided):
This contract is for up to $90,000 for seven months.
Submit the included deliverable-based budget template with your project budget showing
budget assumptions and justification.
Proposal Evaluation Criteria
Complete proposals will be evaluated using the following criteria:
Evaluation Criteria Weight
1: Understand NACHC's goals and needs
Demonstrates a clear understanding of NACHC's goals, scope of
work, and desired outcomes
Demonstrates understanding of the organizational changes 10%
needed to successfully implement a new LMS
Thoughtfully addresses NACHC's needs related to organizational
alignment, pricing governance, learning channels, user
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experience, communications, measurement and evaluation, and
adoption
2: Proposed Approach, Methodology & Work Plan
Proposes a clear change management approach and explains how
it will be adapted to NACHC
Provides a realistic work plan including activities, timeline,
milestones, deliverables, and early "quick wins" aligned with the 20%
Scope of Services
Demonstrates an effective approach to stakeholder engagement,
coordination with the LMS vendor, staff and learner workflows
and testing, launch preparation, and post-launch support
3: Relevant Experience & Work Samples
Demonstrates experience with comparable organizational change
management and LMS-related engagements, including recent
examples and results
Demonstrates relevant experience with healthcare, nonprofit, 35%
association, federally funded, or similarly complex organizations
Provides relevant work samples and evidence of successful
comparable work (e.g., SOPs, manuals, workflows, user case
studies, etc.)
4: Proposed Team & Capacity
Proposed team has the expertise needed to complete the Scope
of Services, including required experience with educational
training program development and LMS implementation or use
15%
Team roles, responsibilities, level of effort, and day-to-day project
leadership are clear and appropriate
Demonstrates sufficient capacity to complete the work within the
proposed timeframe
5: Budget & Budget Justification [Appendix A]
Proposed budget is reasonable and appropriate for the scope,
workplan, staffing, and anticipated level of effort
Clearly explains costs and assumptions in compliance with RFP
15%
budget requirements
Proposal demonstrates strong overall value based on the
proposed approach, expertise, level of effort, and anticipated
outcomes
6. Proposal Completeness & References
Follows proposal instructions, page limits, and components 5%
Provides client references, as requested
Total 100%
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Application Timeline
Activity Date
RFP Released October 5, 2026
Proposals Due October 30, 2026 - 5PM ET
Proposal Review Period November 1 - 19, 2026
Finalist(s) Selected November 20, 2026
Interviews with Finalists - if needed Week of November 30, 2026
Final Vendor Selected Week of December 7, 2026
Contract Finalization Mid-December 2026
Project Kickoff Mid-December 2026
LMS Go-Live Spring (Soft) / Summer (Full) 2027
Submission Instructions
Proposals must be submitted using NACHC's web-based portal by October 30, 2026 at 5:00
PM Eastern Time. Incomplete proposals will not be considered. NACHC will notify all
applicants on or around November 20, 2026. [Vendor Interviews may take place the week
of November 30, 2026, if deemed necessary.]
Online Submission Portal:
Organizational Change Management Consultant: Implementation of NACHC's New Learning
Management System (LMS)
Proposals are evaluated based on the specific criteria outlined in the Proposal Requirements
(pages 6-8) and Evaluation Table (pages 8-9) and must contain the items below, posted in
the Submission Portal in .pdf format.
Point of Contact Information
Name of Organization
Proposal Narrative & Workplan
Capability Statement
Timeline
Budget & Budget Justification (Appendix A)
Signed Attestation Statement (see below)
Upon submission of a complete application, NACHC's review team will evaluate the
applicant's qualifications in response to this RFP. NACHC reserves the right to request
clarification or additional information during the evaluation process.
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