HomeMy WebLinkAbout2023-226AGREEMENT FOR PLANNING CONSULTING SERVICES
by and between
INDIAN RIVER COUNTY and SAVIAK CONSULTING, LLC
THIS AG ENT FOR PLANNING CONSULTING SERVICES ("Agreement")
entered into this day of GcIC '4 . 2023, by and between Indian River County,
hereinafter referred to as the "County," and Saviak Consulting, LLC, hereinafter referred to as the
"Consultant."
WITNESSETH THAT:
WHEREAS, the County desires to engage the Consultant to render such assistance and
advice for planning services.
NOW, THEREFORE, in accordance with the mutual covenants herein contained and other
good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged,
the parties hereto do mutually agree as follows:
I. GENERAL IDENTIFICATION OF SERVICES
1. All professional services provided by the Consultant for the County shall be identified in
the Memo dated August 31, 2023 ("Memorandum") and performed in a timely, efficient,
cost effective manner, and in accordance with the current professional standards of the
applicable discipline.
II. RESPONSIBILITIES OF THE CONSULTANT
1. The Consultant shall abide by all terms and conditions of the Memorandum attached to this
Agreement as Exhibit "A" and made part of this Agreement by reference.
2. The services rendered by the Consultant shall be commenced upon written notice from the
County. The Consultant agrees to complete the Project within the time frame specified in
the memorandum.
3. The Consultant shall submit copies of all proposed changes to the project scope of services
for review and approval by the County staff before authorization of any contract change
order. After said review and approval by the County, changes shall not be effective unless
in writing and properly executed by the parties.
5. The Consultant, as a part of the consideration hereof, does hereby covenant and agree that:
1) in connection with the furnishing of services to the County hereunder, no person shall
be excluded from participation in, denied the benefits of, or otherwise subjected to
discrimination in regard to the services to be performed by Consultant under this
Agreement on the .grounds of such person's race, color, creed, national origin, religion,
Indian River County Page I
physical disability, age or sex; and 2) the Consultant shall comply with all existing
requirements concerning discrimination by any and all applicable local, state, and federal
rules, regulations, or guidelines, as such rules, regulations, or guidelines may be from time
to time amended. .
6. The Consultant shall designate a representative to keep County staff informed as to all
aspects of the project work. The name and address of consultant's designated representative
is: Dr. Joseph C. Saviak, 5010 Shore Drive, Saint Augustine, FL 32086
7. The Consultant shall have all records and project work accessible for inspection and review
by County staff at such time as is mutually agreeable to all parties.
The Consultant shall keep and maintain financial, invoice, and employment records
pertaining to the contractual obligation between the County and the Consultant for pre -
audit and post -audit purposes for a period of three (3) years following the completion of
all project work, or until all claims and audit findings involving the records have been
received, whichever is later. The County shall have access to any books, documents,
papers, and records of the Consultant which are directly pertinent to this Agreement, for
the purpose of making audit, examination, excerpts, and transcription.
9. The Consultant shall forward all documentation as it pertains to the project to the County
Administrator John Titkanich, Jr. designated County Project Manager. Address: Indian
River County, 1801 27th Street, Vero Beach, FL 32960.
10. It is understood and agreed that all documents, including reports and other data prepared
or obtained by the Consultant in connection with its services hereunder, shall be delivered
to, and become the property of, the County prior to final payment to the Consultant.
11. In connection with professional services to be rendered pursuant to this Agreement, the
Consultant further agrees to:
A. Maintain an adequate staff of qualified personnel.
B. Ensure that plans meet all current federal, state and local laws, rules, or
ordinances applicable to the work.
C. Cooperate fully with the County in the scheduling and coordination of all
phases of the work.
D. Cooperate and coordinate with other County consultants, as directed by the
County.
E. Report the status of the work to the County upon request and hold pertinent
data, calculations, field notes, records, sketches and other projects open to
the inspection of the County or its authorized agent at any time.
F. Confer with the County during the further development and implementation
of improvements for which the Consultant has provided design or other
services.
G. Interpret plans and other documents; correct errors and omissions and
prepare any necessary plan revisions not involving a change in the scope of
Indian River CountN pale
conditions, acts of God or hidden conditions delay performance of the Consultant's duties,
and such. Extensions of time shall be the sole remedy of the Consultant for such delays,
and the Consultant will not be entitled to any damages or any claim for extra compensation.
V. TERMINATION
This Agreement may be terminated: l) by the County, for any reason, upon thirty (30)
days' prior written notice to the Consultant; or 2) by the Consultant, for any reason
following thirty (30) days' prior written notice to the County; or 3) by the mutual agreement
of the parties; or 4) as may otherwise be provided below. In the event of the termination of
this Agreement. any liability of one party to the other arising out of any Services rendered,
or for any act or event occurring prior to the termination, shall not be terminated or released.
2. In the event of termination by the County, the County's sole obligation to the Consultant
shall be payment for those portions of satisfactorily completed performed work previously
authorized by approved Work Order. Such payment shall be determined on the basis of the
hours of work performed by the Consultant, or the percentage of work complete as
estimated by the Consultant and agreed upon by the County up to the time of termination.
In the event of such termination, the County may, without penalty or other obligation to
the Consultant, elect to employ other persons to perform the same or similar services.
3. The obligation to provide services under this Agreement may be terminated by either party
upon seven (7) days prior written notice in the event of substantial failure by the other party
to perform in accordance with the terms hereof through no fault of the terminating party.
4. In the event that the Consultant merges with another company, becomes a subsidiary or
makes any other substantial change in structure or in the principals or project managers,
the County reserves the right to terminate this Agreement in accordance with its terms.
5. In the event of termination of this Agreement, the Consultant agrees to surrender any and
all documents prepared by the Consultant for the County in connection with this
Agreement, of which the County will shall have full ownership thereof. The Consultant
shall retain copies of such documents for record purposes.
6. In the event that this Agreement is terminated by either party prior to the Consultant's
satisfactory completion of all work as described in any individual Work Orders, the project
will be deemed abandoned, and no compensation will be paid by the County to the
Consultant for tasks or portions thereof not yet satisfactorily completed.
7. The County may unilaterally cancel this Agreement for refusal by the Consultant to allow
public access to all documents, papers. letters, or other material subject to the provisions
of Chapter 119 Florida Statutes and made or received by the Consultant in conjunction
with this Agreement.
8. The County may terminate this Agreement in whole or in part if the Consultant submits a
false invoice to the County.
Indian River Countv Page 4
the work required, at no additional cost within thirty (30) calendar days of
notice by the County, or upon a determination of the Consultant of the
existence of such errors or omissions, whichever event shall first occur.
12. The Consultant shall, during the entire term of this Agreement, procure and keep in full
force, effect, and good standing any and all necessary licenses, registrations, certificates,
permits, and any and all other authorizations as are required by local, state, or federal law,
in order for the Consultant to render its services as described in this Agreement. The
Consultant shall also require all sub -consultants to comply by contract with the provisions
of this section.
13. The Consultant is registered with and will use the Department of Homeland Security's E -
Verify system (www.e-verify.gov) to confirm the employment eligibility of all newly hired
employees for the duration of this agreement, as required by Section 448.095, F.S. The
Consultant is also responsible for obtaining proof of E -Verify registration and compliance
for all subconsultants.
III. RESPONSIBILITIES OF THE County
1. The County shall provide the Consultant access to appropriate records, documents, and
other materials necessary to complete the project.
2. The County Project Manager shall represent the County in all technical matters pertaining
to the work and performance of this Agreement, and his responsibilities shall include:
A. Examination of all reports, surveys, and other documents presented by the
Consultant and rendering, in writing, decisions pertaining thereto within a
reasonable time so as not to materially delay the work of the Consultant.
B. Transmission of instructions, receipt of information, interpretation and
definition of County policies and decisions with regard to the work covered
by this Agreement.
C. Transmission of prompt written notice to the Consultant whenever the
County observes or otherwise becomes aware of any defects or changes
necessary in the project.
IV. TIME OF COMPLETION
1. The services to be rendered by the Consultant shall be completed within the time stated in
the Memorandum. The Consultant shall commence work upon its receiving the Notice to
Proceed, unless the Notice to Proceed indicates otherwise.
2. As additional consideration for this Agreement, the Consultant agrees that a reasonable
extension of time shall be granted by and at the discretion of the County in the event there
is a delay on the part of the County in fulfilling its part of the Agreement or should weather
Indian River County Page 3
to terminate this Agreement without liability.
2. Execution of this Agreement by the Consultant shall act as the execution of a truth -in -
negotiation certificate certifying that the wage rates and costs used to determine the
compensation provided for in this Agreement are accurate, complete and current as of the
date of the Agreement and no higher than those charged the Consultant's most favored
customer for the same or substantially similar service. The wage rates and costs shall be
adjusted to exclude any significant sums should the County determine that the wage rates
and costs were increased due to inaccurate, incomplete or noncurrent wage rates or due to
inaccurate representations of fees paid to outside consultants, if any such outside
consultants are used with the prior written approval of the County. The County shall
exercise its rights under this "Certificate" within one (1) year following final payment. The
County has the authority and right to audit Consultant's records under this provision. The
County does not hereby waive any other right it may have pursuant to Florida Statutes
section 287.055, as it may be from time -to -time amended.
IX. ENTIRE AGREEMENT
This Agreement and its Attachments hereto embody the whole agreement of the parties, and there
are no provisions, terms, conditions, or obligations other than those contained herein. This
agreement shall supersede all previous communications, representations, or oral agreements
between the parties, and no amendment hereto shall be effective unless reduced to writing and
signed by the parties hereto.
X. INDEPENDENT CONTRACTOR
It is specifically understood and acknowledged by the parties hereto that the Consultant or
employees or subcontractors of the Consultant are in no way to be considered employees of the
County, but are independent contractors performing solely under the terms of the Agreement and
not otherwise.
XI. SUBCONTRACTING
Services assigned to sub -consultants must be approved in advance by the County. The sub -
consultants must be qualified by the County to perform all work assigned to them.
XII. COMPENSATION AND METHOD OF PAYMENT
1. The County shall pay to the Consultant as outlined in the Memorandum. Each invoice will
document the work performed. Upon submittal of an invoice documenting the completion
of all or a portion of one or more of the Tasks listed in the Memorandum, the County
Project Manager will determine if the Tasks or portions thereof have been satisfactorily
completed. Upon a determination of satisfactory completion, the County Project Manager
will authorize payment to be made for the Task, Tasks, or portions thereof. All payments
for services shall be made to the Consultant by the County in accordance with the Florida
Prompt Payment Act (Florida Statutes §218.70 et seq.)
Indian River County Page 6
9. The Consultant certifies that it and those related entities ofrespondent as defined by Florida
law are not on the Scrutinized Companies that Boycott Israel List, created pursuant to s.
215.4725 ofthe Florida Statutes, and are not engaged in a boycott of Israel. In addition, if
this agreement is for goods or services of one million dollars or more, the Consultant
certifies that it and those related entities of respondent as defined above by Florida law are
not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized
Companies with Activities in the Iran Petroleum Energy Sector List, created pursuant to
Section 215.473 of the Florida Statutes and are not engaged in business operations in Cuba
or Syria. The County may terminate this Contract if the Consultant is found to have
submitted a false certification as provided under section 287.135(5), Florida Statutes, been
placed on the Scrutinized Companies with Activities in Sudan List or the Scrutinized
Companies with Activities in the Iran Petroleum Energy Sector List, or been engaged in
business operations in Cuba or Syria. as defined by section 287.135, Florida Statutes. The
County may terminate this Contract if the Consultant, including all wholly owned
subsidiaries, majority-owned subsidiaries, and parent companies that exist for the purpose
of making profit, is found to have been placed on the Scrutinized Companies that Boycott
Israel List or is engaged in a boycott of Israel as set forth in section 215.4725, Florida
Statutes.
V. DURATION OF AGREEMENT
This Agreement shall remain in full force and effect for a period of three (3) years after its date of
execution, although actual completion of the services hereunder may extend beyond such term,
unless this Agreement is terminated by mutual consent of the parties as otherwise provided herein.
The performance of specially and properly authorized projects may extend beyond the
Agreement's three-year effective term and shall be compensated in accordance with the terms of
this Agreement. In addition, subject to the County's sole discretion, this Agreement may be
extended by the County for an additional one (1) year beyond the initial three (3) year period of
the Agreement, if specifically delegated this authority by the County.
VI. AUDIT RIGHTS
The County reserves the right to audit the records of the Consultant related to this Agreement at
any time during the execution of the work included herein and for a period of three years after final
payment is made. I3ills for fees or other compensation for services or expenses shall be submitted
to the County in detail sufficient for a proper pre -audit and post audit thereof.
VIII. TRUTH -IN -NEGOTIATION CERTIFICATE,
The Consultant warrants that he has not employed or retained any company or person other
than a bona fide employee working solely for the Consultant to solicit or secure this
Agreement and that he has not paid or agreed to pay any company or person other than a
bona fide employee working solely for the Consultant any fee, commission, percentage
fee, gifts or any other consideration, contingent upon or resulting from the award of making
of this Agreement. For breach of violation of this warranty, the County shall have the right
Indian River County Page 5
The Consultant shall furnish certificates of insurance to the County prior to the
commencement of operations, which certificates shall clearly indicate that the Consultant
has obtained insurance in the type, amount, and classification as required for strict
compliance with this section and that no material change or cancellation of this insurance
shall be effective without thirty (30) days prior written notice to the County.
6. Compliance with the foregoing requirements shall not relieve the Consultant of its liability
and obligations under this section or under any other portion of this Agreement.
XIV. PROHIBITED INTERESTS
No member, officer, or employee of the County or of the member governments during his/her
tenure or for two years thereafter shall have any interest. direct or indirect, in this Agreement or
the proceeds thereof. `phis requirement also applies to any subcontract entered into by the
Consultant concerning this project.
XV. MISCELLANOUS PROVISIONS
1. The terms of this Agreement may be modified upon the mutual agreement of the Consultant
and the County as confirmed in writing.
2. It is mutually agreed between the County and Consultant that this Agreement, including all
attachments to it, constitutes an agreement. made in Florida, and that it shall be construed
according to the laws of the State of Florida. Venue for any lawsuit brought by either party
against the other party or otherwise arising out of this agreement shall be in Indian River
County, Florida, or, in the event of federal jurisdiction. in the United States District Court
for the Southern District of Florida.
3. All remedies provided in this Agreement shall be deemed cumulative and additional, and
not in lieu or exclusive of each other or of any other remedy available to either party, at
law or in equity. If any legal action or other proceeding is brought for the enforcement of
this Agreement or because of an alleged dispute, breach, default or misrepresentation in
connection with any provisions of this Agreement, each party shall bear its own costs.
4. If' any term or provision of this Agreement or the application thereof to any person or
circumstance shall, to any extent, be held invalid or unenforceable for the remainder of this
Agreement, then the application of such term or provision to persons or circumstances
other than those as to which it is held invalid or unenforceable shall not be affected, and
every other term and provision of this Agreement shall be deemed valid and enforceable
to the extent permitted by law.
Indian River Count) page 8
2. The County Project Manager shall have the sole right to reduce (or eliminate, in whole or
in part) any portion of the services under the memorandum at any time and for any reason,
upon written notice to the Consultant specifying the nature and extent of the reduction. In
such event, the Consultant shall be fully compensated for the services already performed
and also for the services remaining to be done and not reduced or eliminated.
3. The County Project Manager may, at any time and for any reason, direct the Consultant to
suspend services (in whole or in part) under this Agreement. Such direction shall be in
writing, and shall specify the period during which services shall be stopped. The Consultant
shall resume its Services upon the date specified, or upon such other date as the County
Project Manager may thereafter specify in writing. Where the County has suspended the
services under this Agreement for a period in excess of six (6) months, the compensation
of Consultant for such suspended services may be subject to modification. The period
during which the services are stopped by the County shall be added to the time of
performance of this Agreement; provided, however, that any stoppage of services not
approved or caused by the actions or inactions of the County shall not give rise to any claim
against the County by the Consultant.
XIII. INSURANCE AND INDEMNIFICATION
1. The Consultant shall not commence work on this Agreement until it has obtained all
insurance required under this paragraph and such insurance has been approved by the
County's representative.
2. The Consultant shall indemnify and hold harmless the County, its officers and employees,
from liabilities, damages, losses, and costs, including, but not limited to, reasonable
attorneys" fees, to the extent caused by the negligence, recklessness, or intentionally
wrongful conduct of the consultant and other persons employed or utilized by the
consultant in the performance of this Agreement.
3. The Consultant shall maintain during the term of this Agreement the following insurance:
A. Business Automobile Liability Insurance covering all owned, non -owned and hired
vehicles with minimum limits of liability of $1,000,000 per occurrence Combined
Single Limit for bodily injury and property damage.
B. Commercial General Liability Insurance for premises/operations,
products/completed operations, contractual liability, and independent contractors
with minimum limits of liability of $1,000,000 per occurrence Combined Single
Limit for bodily injury and property damage.
4. All insurance policies shall be issued by companies authorized to do business under the
laws of the State of Florida. All such insurers must have an A.M. Best rating of no less
than A -VII.
Indian River County page 7
IN WITNESS OF THE FOREGOING, the parties have read this Agreement and
attachments to it and have affixed their signatures, effective on the date first appearing above.
SAVIAK CONSULTING, LLC
BY:
Joseph.il�zl
Saviak/, Manager
WITNESSmG printed nae: F j1
WITNESS: f\ itt.,_�itl�utru�
printed name: ;n j Q i1 jLq) "t f
(Corporate seal is acceptable in place of witnesses)
Approved:
By j
Jo A. Titkanich. Jr.
County Administrator
Approved as to form and leal sufficiency
William K. DeBraal
County Attorney
BOARD OF COUNTY COMMISSIONERS
INDIAN RIVER COUNTY, FLORIDA
&WR
.- on W61-
1::'
BCCApproved: October 3, 2023
Attest: Ryan L. Butler, Clerk of Court
and Comptroller
By:
Deputy Clerk
Indian River County Page 9
JOSEPH C. SAVIAK, PH.D.
IMF,
5010 SHORE DRIVE, ST. AUGUSTINE, FL 32086
Joe@DrJoeSaviak.com
MEMO
904.599.5678
TO: Mr. John Titkanich, County Administrator, Indian River County Government
FROM: Dr. Joe Saviak and Dr. Richard Levey
DATE: August 31, 2023
SUBJECT: Goal Setting Workshop for the Indian River Board of County Commissioners
Overview
A goal setting process can clarify the mission, vision, values, and goals and unify the organization
in support of them, optimize organizational performance, enable efficient allocation of limited
resources, energize the team, attract resources, and successfully lead positive change (Cohen
& Eimicke, 1998). The mission is the rationale for the organization, goals are more broadly
stated longer term purposes, and objectives are specific, measurable, actionable, realistic, time
bound, and shorter term (Starling, 2008). Goals can generally be grouped into three different
categories: 1) services/programs/policies 2) capital projects and 3) institutional capacity. Goal
setting can also aid in the budgetary process.
Executive Summary of the Goal Setting Process
Dr. Saviak and Dr. Levey will facilitate a Board of County Commissioners Workshop with
elected policymakers and the administrative leadership team where specific goals are
identified for the next 1-5 years.
I. Background Research
a. Review:
i. County demographic and economic data and research - U.S. Census data
and OF BEBR data on Indian River County
ii. Any existing Mission, Vision, Values, and Goals for county government
iii. Annual Reports and the most recent Annual Comprehensive Financial
Report for county government
iv. Current annual budget for county government
v. Strategic plans, Capital Improvement Plan, and any department long range
plans for county government
vi. Any performance benchmarks/metrics/level of service standards for county
government
vii. Any recent resident/customer satisfaction survey results involving county
government
viii. Recent BCC agendas and meetings
ix. Recent press coverage and social media communications from county
government
II. Conversations with County Commission members (5) about mission, vision, values,
and goals, SWOT analysis, and priorities
III. Conversations with the County Administrator and Department Heads (15) about
mission, vision, values, and goals, SWOT analysis, and priorities
IV. Administration and analysis of an electronic survey to the BCC, administrative
leadership, and employees on the same topics
V. Meeting with the County Administrator
a. Discuss research
b. Workshop Prep — the County Administrator should also ask County Commissioners
to bring their specific priorities to the workshop and ask Departments Directors to
be ready and available to answer questions at the workshop on current/potential
goals (everyone will have these in advance)
c. Develop workshop agenda
VI. Goal Setting Workshop - County Commission, County Administrator, and Department
Heads
a. Primer on Goal Setting
b. Presentation of research findings
c. Open discussion/consensus building on Mission, Vision, Values, and Goals
d. Wrap up/Summary
The Team
Dr. Joe Saviak and Dr. Richard Levey bring extensive experience and proven success in facilitating
goal setting/strategic planning with local governments and non-governmental organizations
throughout Florida. They bring a unique combination of several decades of experience in local
government in Florida along with regularly teaching goal setting and strategic planning to
thousands of local government executives and professionals across Florida both in the classroom
and at professional conferences.
Both Dr. Levey and Dr. Saviak regularly advise and assist local governments on a wide range of
policy, administrative, operational, planning, and capital project issues. Our bios are attached.
Our professional websites can be accessed at: https://www.leveyconsulting.com/ and
httr)s://drioesaviak.com/
Dr. Levev has led these similar iurisdictions through coal setting and strategic plannin
City of Leesburg (2023) — Facilitated a priority setting process for updating/revising strategic goals
for the annual budget process. Conducted individual interviews with the City Council and
Department Directors. The final work product was adopted by resolution by the City Council prior
to the development of the FY 2024 Budget.
City of Naples (2021— 2022): Engagement involved preparing the City Council for a retreat which
would focus on CIP priorities and a SWOT analysis of the city. Utilized a digital survey to quantify
opinions on CIP priorities, the SWOT Analysis, and city council governance issues. Additional
services included operational management review of the Planning and Building Department
functions.
2
Lake County/City of Clermont (2019-2021): Comprehensive evaluation of existing strategies for
implementing this 15,000 -acre new growth region in South Lake County. The team was charged
with managing a 98 -member Stakeholder Group in the refinement of pre-existing plans for the
area into a Strategic Implementation Plan and Design Guidelines. Monthly Stakeholder Group
meetings, agendas, and updated work products were provided in advance of each meeting.
Project deliverables included an Implementation Plan, recommended Comprehensive Plan
amendments, Design Guidelines, Roadway Network Plan, and the creation of new infrastructure
funding mechanisms.
City of Kissimmee Strategic Annexation Plan (2019): Developed detailed forecasts of revenues
and expenditures by neighborhood to determine priorities for annexation. Worked directly with
city departments (police, fire, public works, parks, and recreation) to project increased demand
and cost for services. Capital and operating budget impacts were forecasted. Final recommended
priorities based on cost/benefit analysis.
City of Mount Dora/Lake County (2018-2021): Assisted the City of Mount Dora and Lake County
in advancing the Wolf Branch Innovation District (WBID) from concept to implementation. The
assignment involved a series of tasks designed to put in place specific action items to promote
the orderly and successful creation of a satellite employment center within the Orlando MSA
focused on businesses and industries that are components of the innovation' economy. The
assignment resulted in two reports: The first of these is the creation of a Final Strategy report.
The second is the Implementation Plan. The Implementation Plan included a recommended five-
year Capital Improvement Plan, City and County Comprehensive Plan Amendments, and Design
Guideline amendments to the City and County codes.
Dr. Saviak has recently aided with goal setting and the successful research, development, and
implementation of strategic plans for these similar entities:
Flagler County Sheriff's Office (2019-2020) (2023-2028) — This office serves 110,000 citizens with
over 400 employees and a $48 million dollar budget. Dr. Saviak oversaw research, design,
implementation, and evaluation of the two-year plan which produced highly successful results on
a wide range of agency objectives. Dr. Saviak is currently working with the FCSO on effective
implementation of a five-year strategic plan.
City of Daytona Beach (2023) — Dr. Saviak facilitated a Goal Setting Workshop with the Mayor,
City Commission, and Department Directors which was productive and efficient in achieving
consensus on organizational goals for this city of 78,000.
Clay County Clerk of the Court and Comptroller (2023-2025) — This office serves 220,000
residents. Dr. Saviak is presently working with this office to build on success and optimize
performance for the long term through strategic planning.
Fostering Connections (2023-2024) — Dr. Saviak worked with the CEO and Board of Directors of
this non-profit organization to research and produce a strategic plan to attain a series of
important objectives to best serve children, youth, and families in Florida's foster care system in
St. Johns, Duval, Putnam, Flagler, and Volusia counties. He continues to advise on effective
implementation.
Lake Region Development Corporation (2021) — This nonprofit entity is led by government,
community, and business leaders coordinating social, economic, and recreational development
for the City of Keystone Heights region of Clay County with the historic restoration of their two
3
major lakes. Working closely with community leaders, Dr. Saviak generated a first ever two-
year strategic plan for the lake region covering objectives such as organizational development,
public education on this massive and historic project, economic development, and initiatives to
enhance the quality of life for residents.
In addition, Dr. Saviak has taught strategic planning at statewide conferences of local officials.
He has also taught over 1,500 local officials in the Northeast Florida region from cities, counties,
special districts, school districts, and constitutional offices how to do goal setting and strategic
planning from 2007 through the present. Many of these officials then successfully managed or
participated in goal setting and strategic planning for their local governments and entities.
ettina for Indian River Coun
Research helps to optimize the productivity of a goal setting workshop. It aids in the formulation
of a workshop agenda which is conducive to the success of a workshop.
There are three levels of research which will be conducted in advance of the workshop. First, Dr.
Levey and Dr. Saviak will analyze valuable research concerning the history, citizens, economy,
and quality of life of Indian River County as well as review available research concerning the
functions, operations, budget, plans, programs, staff team, and services of county government.
Secondly, Dr. Levey and Dr. Saviak will have in-person or electronic conversations with the County
Commission, County Administrator, and Department Directors to enhance understanding of
county government, priorities, and desired outcomes for the goal setting workshop and to help
formulate the workshop agenda.
Thirdly, the team will also provide policymakers, senior staff, and employees with an opportunity
to communicate the county's priorities and needs via an electronic survey and aid in analysis of
this data. The conversations and survey data should yield meaningful information and major
themes concerning citizen needs and priorities, goals to discuss during the workshop, and
important information concerning county government. All of this research and analysis utilizing
both quantitative and qualitative methods and data and key metrics will aid in the development
of the workshop agenda and significantly contribute to the quality and value of the workshop and
success in goal setting.
During the workshop, Dr. Levey and Dr. Saviak will first provide a short seminar on goal setting
and then take participants through this process by facilitating discussion to identify and agree
upon the mission, vision, values, and goals of county government. This process prior to the
workshop should enable the workshop to be productive and efficient with policymakers achieving
consensus on priorities. Both County Commissioners and the administrative leadership team will
be well prepared to make the most of this opportunity to review or revise current goals and
establish new ones. Indian River County Government is responsible for organizing the goal setting
workshop, supplying needed research, scheduling conversations, completing the electronic
surveys in a timely manner, and actual implementation and resourcing of goal attainment.
Deliverables would include:
✓ Review of research — Review and analyze background research on the county and
county government to aid in workshop success — review longitudinal demographic and
economic data such as U.S. Census and OF BEBR reports as well as county policies,
programs, and services, prior goal setting and/or strategic plans, the most recent annual
budget and ACFR, the CIP, any program evaluations, and all current long-range
4
department plans. Review recent media and social media reports of high-profile county
government issues. Review recent county commission agendas and video of BCC
meetings (Dr. Levey and Dr. Saviak).
✓ In person or electronic conversations with the County Commissioners (5),
County Administrator, and Department Directors (15) to aid in agenda design and
workshop success by discussing mission, vision, values, and priorities/goals in terms of
services/policies/programs, capital projects, and institutional capacity from both
policymakers and administrators and gain a better understanding of identifying, designing,
implementing, and evaluating how these might be best achieved if selected by the
policymakers (Dr. Saviak and Dr. Levey).
✓ Administration and analysis of an electronic survey to the Board of County
Commissioners, County Administrator, Department Directors, and employees
on the topics of SWOT analysis, mission, vision, values, and priorities — the BCC and
administrative leadership will also be asked about the goal setting workshop. The team
will provide policymakers, senior staff, and employees with an opportunity to communicate
the county's priorities and needs via an electronic survey and provide analysis of this data.
Whitson Digital Strategies (https:1/whitsondigital.com) will oversee the administration of
the electronic survey. With some assistance from county government, the consulting team
will be responsible for the crafting of the content of the survey instrument, administration,
and analysis and reporting of the survey data.
✓ Aid in formulation of the workshop agenda, with advanced publication, in concert
with the County Administrator (Dr. Saviak and Dr. Levey).
✓ One -day facilitation services for the goal setting workshop on (Dr. Levey
and Dr. Saviak).
✓ Final summary report (within 30-45 days upon completion of the workshop). The
report would include the summary of the goal setting and the agreed-upon actionable
items/priorities for both the county commission and staff for implementation over the next
one, three, and five years (Dr. Levey and Dr. Saviak).
The goal setting process, workshop, and report project fee is $30,000. In addition to the project
fee, the county shall pay reasonable work-related expenses (e.g., overnight lodging, meals,
mileage). 50% of this project fee is payable prior to the start date, 25% at the 75% point of
completion, and 25% at project completion.
Suggested Schedule
Given the timeline leading up to the workshop, adherence to a specific schedule would result in
the best outcomes. Research, conversations, and surveys can be conducted and completed in
September/October, the workshop agenda developed and finalized in October, the goal setting
workshop in November, and a draft report to the County Administrator in December.
✓ Review of county and county government research — Dr. Levey and Dr. Saviak — October
2023
✓ Individual conversations with elected officials and senior staff - Dr. Levey and Dr. Saviak
— October 2023
✓ Electronic survey of policymakers, administrative leadership, and employees — Whitson
Digital Strategies — November 2023
✓ Discussion of research and development and publication of the goal setting workshop
agenda — Dr. Levey and Dr. Saviak with County Administrator — November 2023
✓ Goal setting workshop — Dr. Levey and Dr. Saviak facilitating — December 2023
✓ Draft report on goal setting workshop — Dr. Levey and Dr. Saviak — early to mid-January
2024
✓ Final report — Dr. Levey and Dr. Saviak — mid to late January 2024
Goal Setting and Strategic Plan
This is best viewed as a two-phase process with the first phase being goal setting and the second
phase involving research, development, implementation, and evaluation of a county government
strategic plan. The goal setting can aid in the upcoming budgetary process and set the foundation
for a successful strategic plan. The goal setting will clarify mission, vision, values, and priorities
in policies, programs, and services, capital projects, and ensuring organizational capacity.
Goal setting and strategic planning ask and answer this question: given our mission, strengths,
weaknesses, opportunities, threats, stakeholders, history, capacity, and resources, what should
our goals and objectives be, and which strategies can we design and implement to achieve them?
A goal setting process should involve a SWOT analysis, review of community and organizational
research, and identification of organizational goals. A strategic plan operationalizes those goals
into specific, measurable, actionable, realistic, and time -bound objectives with specific
implementation plans and tools for evaluation to confirm achievement. A strategic plan also
engages citizens and helps ensure community support for specific objectives. The goal setting
combined with a strategic plan should enable all operations and activities of the county
government to attain selected objectives. Dr. Saviak and Dr. Levey have aided other
organizations in experiencing significant success through this process.
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