HomeMy WebLinkAbout2024-071AAGRE.E.NIENT FOR PLANNING CONSULTING SERVICES
by and bettieen
INDIAN RIVER COUNTY and SAVIAK CONSULTING. 1,1.0
'1'i IIS AGltI 1:Ml:NT 1:011 PLANNING CONSULTING SLRVIC FS ("'Agreement")
entered into this 1X11° day ofMarchs 2024, by and between Indian RivcrC'ounty. hercinaller rcterred
to as the " ('ount\ ." and Sawiak Consulting. LI.C. hercinaller relerred to as the "Consultant."
WITNESS E'ril T1 IAT:
WilfiRl:AS. the County desires to engage the C'onsuluint to render such w,,i.tance and
advice liar planning scr% ices.
NOW. 1*1Ii 10- ORF. in accordance with the mutual covenants herein contained and other
good and valuable consideration. the receipt and sufficiency ol'which are hereby acknox%ledged.
the parties hereto do mutually agree as follo" s:
1. GENERAL IDENTiFIC'ATION OF SERVICES
1. All prolessional services provided by the Consultant l rr the County shall he identified in
the Memo dated March 6. 2024 ("Memorandum") and perfiwmed in a timely. elficient.
cost effcctivc manner. and in accordance with the current profi;ssional standards of the
applicable discipline.
11. RESPONSIBILITIES OF THE CONSULTANT
The Consultant shall abide by all terms and conditions ol'the Memorandum attached to this
Agreement as I �hihit "A" and made pan of this Agreement by reference.
2. The services rendered by the Consultant shall bL 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 ol'services
fi)r 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 pan ofthe 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.
physical disability. age or sex; and 2) the Consultant shalt comply with all existing
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requirements concerning discriminafio n b% any and all applicable local. state. and federal
rules. regulations. Or guidelines. as Stich rules. res ulations. or guidelines inay be from time
to time amended.
6. The Consultant shall designate it representative to keep County staff informed as to all
aspects ot'thc pre}jest work. The name and address ofconsuhant's designated representative
is: Dr. Joseph c. Saviak. 5010 Shore Dri%e. Saint Augustine. 1.1. 32086
7. The Consultant shall have al records and project ~%ork accessible for inspection and review
by County statl'at such tine as is mutuall% agrccable to all parties.
8. The Consultant shall keep and maintain financial. invoice. and employment records
pertaining to the contractual obligation hetween the County and the Consultant for pre -
audit and post -audit purposes filr it period of three (3) years following the completion of
all project work. or until ail claims and audit findings involing 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 direct1% pertinent to this Agreement, for
the purpose ofnlaking audit. examination. excerpts. and'[ ra nscri ption.
9. The Consultant shall fiorward all documentation as it pertains to the project to the County
Administrator John Titkanich. Jr. designated County Project Manager. Address: Indian
River County. 1801 271►' Street. Vero Beach. FL 22960,
M. It is understood and agreed that all document,. including reports and other data prepared
or obtained by the Consultant in connection w ith its services hereunder. shall be delivered
to, and become the property ol. 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 statl'ol qualified personnel.
B.
Ensure that plans Ilett 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.
I).
Cooperate and coordinate with other County consultants, as directed by the
County.
E.
Report the status ofthe 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
the work required. at no additional cost within thirty (30) calendar days of
Indian River ( ounn
Nagv 2
notice h% the County. or upon a determination of the ('onsultant of the
emstcnce ot'such errors or omissions. ►%hichcycr• cvcnl shall first occur.
12. l he ('onsultant shall, during the entire tern of this :Agreement. procure anti keep in full
lirce. elT ct. and good standing any and all neces%ary licenses. registrations. certificates.
permits. and any and all other authorizations as are required by local. state, or federal laa.
in order fir the Consultant to render its services as descrihe'd in this Agreement. Hie
Consultant shall also require all sub -consultants to comply by contract %%ith the pro%isions
of this section.
13. The Consultant is registered with and will use the Department of Homeland Securitv's 1:-
VeritV s\ stent (tywa.c-%%.cto confirm the employment eligibility ofall ne\\i%.hired
employees Ibr the duration of this agreement. as required by Section 449.095. I .S. The
Consultant is also responsible lbr obtaining im���l'uf I.-Vcrilj regislr�uiun and compliance
lir all subconsultants.
III. RFSPONSIRILiTIFS O1F TNF, COUNTY
1. The County shall provide the Consultant access to appropriate records. documents. and
other materials necessary to complete the project.
2. The County PriJect Manager shall represent the County in all technical matters pertaining
to the work and perfitrmance 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 ofthe Consultant.
B. Transmission of instructions. receipt of information. interpretation and
del mition of'C'ounty 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
L 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 tar this Agreement, the Consultant agrees that a reasonable
extension of time shall be granted by and at the discretion of tfie County in the event there
is a delay on the part of the County in fulfilling its part of'the Agreement or should weather
conditions, acts of God or hidden conditions delay performance of the Consultant's duties.
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and such. I-xlensiwls )I' time shall he the sole re►nedy of tlic Consultant 16r such dclays.
and the Consultant »i I I non
t he entitled to a. damages or am cJai ill for extra compensation.
V. TERMINATIO'
1. This Agreement ma% he lerI,, i I,,, led: 1) h% the C'ouno. for any reason, upon thirty (30)
days' prior written notice to the Consultant: or ?) by the (onsultant, for any reason
following thirty t.,()) d;i\ s' prior written notice to the ('ourtty: or 3) by the mutual agreement
of the parties: or .4) as nla\ other%\ ise he provided belo". ht the eycnt of the termination of
this Agreement. ani liability ofone parte to the other arising out of any Services rendered.
or for any act or e\ em occurring prior to the termination. shall not he lernminated or released.
?. In the event of termination by the ('aunty. the County's sole obligation to the Consultant
shall be payment for those portions of'yatistactorily completed performed work previously
authorized by approved Work Order. Such payment shall be determined on the basis of the
hours of work perlirrin d by the Consultant. or the percentage of work complete as
estimated by the ('ottstrlttutt and agreed upon by the County up to the time of termination.
In the event of such termination. time ('aunt% ntay. 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 he terminated by either party
upon seven (7) dad s prior written notice in the event ofsubstantial failure by the other party
to perform in accordance with the terns 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. !n the event of* termination of this Agreement. the Consultant agrees to surrender any and
all documents prepared by the Consultant for the ('runt% in connection this
Agreement, of which the County will shall have 11411 o%►ncrship thereof. The Consultant
shall retain copies ol'such documents !or record purposes.
6. in the event that this Agreement is terminated by either party prior to the Consultant's
satistactory completion of all work as described in any individual Work Orders, the project
will be deemed abandoned, and no co►mmpensation 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.
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t). Hie Consultant ccr•titics that ii and those relaled entities of respondent its defined h} Florida
la%% are nut on the Scrutinized C'onrpcutics that 130%colt Israel I ist. created pursuant to s.
215.4725 ofthe Florida Statutes. and are trot engaged in a h0\L-0u 01'Israc1. In addition. it'
this agreement is Itir goods or services ot* one million dt►liar, or more. the Consultant
certilies that it and those related entities ofrespondem as defined aho\e b% Florida la\\ are
not on the Scrutinized Companies with Activities in Sudan List or the Scrutinized
Companies with Activities in the Iran Petroleum Fnergy Sector I ist. created pursuant to
Section 215.473 ofihe Florida Statutes and are not engaged in business operations in Cuba
or Syria. The ('otrlrtw may terminate this Contract if the Cunsuhant is found to have
submitted it false certification as provided under section ?87.13i( 5). 1• lorida Statutes. been
placed on the Scrutinized Companies %%ith . fix hies in Sudan List or the Scrutinized
C'onrpanics with Aetiwities in the Iran Petroleum Fncrg� Sector list. or been engaged in
business operations in Cuba or Syria, tts defined by section 287.135. Florida Statutes. The
County ma} tcnninatc this Contract if the Consultant. including all wholly owned
m
subsidiaries, uiority-oN%ned subsidiaries, and parent companies that exist lbr the purpose
ol'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 fiorth in section 215.4725. Florida
Statutes.
V. DURATION OF AGREEMENT
This Agreement shall remain in titll force and effect Ibr it period ofone ( I ) }ears alter its date of
execution, although actual completion of the services hereunder ma} extend beyond such term.
unless this Agreement is terminated by mutual consent of ►he parties as otherwise provided herein.
Tire i erfiormance of specially and properly authorized projects ma% extend beyond the
Agreement's one-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 fcir an additional one (1)year be \ and the initial one (I ) year period of the
Agreement. il'specilically delegated this authority by the C'ount}.
V1. 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 ofthree years after final
payment is made. Bills for fees or other compensation for services or expenses shall be submitted
to the County in detail sufficient Ibr a proper pre -audit and post audit thereof.
VI11. "TRUTH -IN -NEGOTIATION CERTIFICATE
The Consultant warrants that he has nut employed or retained any company or person other
than a bona tide 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 tide employee working solely for the Consultant any tee. commission, percentage
fee, gills 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
to terminate this Agreement without liability.
Indian River Count% Pale S
tAccution of this Agreement hN the Consultant shall trot as the execution of a truth -in -
negotiation certificate certif%ing that the %age rates and COOS useei
it, determine the
compensation prox ided tin' in this Agreenicnt are accurate. complete and current as of the
date of the Agreement and no higher than those charged the Consultant's most favored
customer fur the sane or subst;utially similar service. The wage rates and costs shall be
adjusted to excludc anx significant sums should the County determine that the wage rates
and costs %%erc increased due to inaccurate. incomplete or noncurrent wage rates or due to
inaccurate representations of tccs paid to outside consultants. it' any such outside
consultants arc used %%iih the prior %%fluen approval of the COUntV. The County shall
exercise its rights raider this "Certificate" %%iihin one (1) year fifllo%%ing final payment. 'rhe
County has the authorit% and right to audit Consultant's records under this provision. 'I'he
County does not hcrehx \%ak a any other right it may have pursuant to Florida Statutes
se:c:tion ?87.055. as it nun he lion time -to -tine amended.'
1X. ENTIRE AGREEMENT
'Phis Agreement and its Attachments hereto embed\ the \hole agreement of the parties. and there
are no provisions. terms. conditions. or obligations other than those contained herein. 'I his
agreement shall supersede till previous communications. representations. or oral agreements
between the parties. and no amendment hereto shall be effective unless reduced to writing and
sighed by the parties hereto.
X. INDEPENDENT CONTtA(`TOR
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 he considered employees of the
County. but arc independent contractors pertbrining solely under the terms of the Agreement and
not otherwise.
Xl. 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
I . The County shall pay to the Consultant as outlined in the Memorandum. Each invoice will
document the work peribrnaed. t )pon submittal of an invoice documenting the completion
of all or a portion of one or more of the''asks listed in the Memorandum. the County
Project Manager will deter -nine 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 fur the Task, 'casks, or portions thereof. AfI payments
ft)r services shall be made to the Consultant by the County in accordance with the Florida
Prompt Payment Act (Florida Statutes §218.70 ct seq.)
Indian Rker CoumN I'acr 6
I he Count" Proiect Manager shall have the sole right to rcdUCe for eliminate:. in %% hole or
in pant an. p,o►rtion ofthe ser%ices under (lie mcntorandurn at an\ time and for an\ reason.
upon written notice to the Consultant speciAing the nature and ement of the reduction. In
such event. the ('onsultant ,hall be ltllly compensated liar the scr%ices alread\ performed
and also I'm- the scr\ ic" remaining to he done and not reduced or eliminated.
3. I he County Project Manager may. at any time and fior am reason. direct the Consultant to
suspend services (in whole or in pant) tinder this Agrecmcut. Such direction shall be in
\%rithw. and shall specik the period during %%hich services shall he stopped. The Consultant
shall resume its Services upon the date specified. or upon such other date as the ('ounly
Project Manager may thereattcr specify in "riting. Where the County has suspended the
services under this Agreement for a period in csccss of six (b) months. the compensation
of Consultant fi►r such %uspended services may be subject to modification. I he period
during \\hick the services are stopped by the County shall be added to the time of
perli►rmance of this Agreement: provided, howcycr. that any stoppage of services not
approved or caused h\ the actions or inactions of the County shall not give rise to any claim
against tale Count\ by the Consultant.
4. Invoices shall he submitted by the Consultant and paid by the County as hollows: 50%
upon the execution of this Agreement. 25% upon completion (it' 75°/0 of tine Project and
25% upon completion of the Project.
X111. INSURANCE AND iNDEMNiFICATION
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
C'ount's representative.
The Consultant shall indemnity 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 perlirrmance of this Agreement.
3. I'hc 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.(x9).000 per occurrence Combined
Single Limit for bodily injury and property damage.
R. Commercial General Liability insurance tier 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.
Ipdi.ar Kier ( «unl%
All insurance policies shall he issued b% conlpani" authorized it) do business under the
laws of the State of Florida. All such insurers must ha%e an A.M. [lest rating ot' no less
than A -VII.
The Consultant shall furnish certilicates of insurance to the County prior to the
commencement ofoperatiuns. %%hich 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 111,11 no matcrial change or cancellation ofthis insurance
shall be eflcetire without thiel% (30) days prior %%ritten notice to the County.
6. compliance with the foregoing requirements shall not relieve the Consultant ofits liability
and obligations under this section or under any other gonion 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 thercalier shall haNc any inlervo. direct or indirect. in this Agreement or
the proceeds thereof. This requirement also applies to any subcontract entered into by the
Consultant concerning this prgject.
XV. MISCELLANOUS PROVISIONS
. 'The terms ofthis Agreement may be modif ird upon the mutual agreement of the Consultant
and the County ascon lirined in writing.
It is mutually agreed bet%%een 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 fiir 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. he held invalid or unenforceable for the remainder of this
Agreement, then the application of such terns 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 he deemed valid and enforceable
to the extent permitted by law.
Indian River Count% Page x
IN WITNESS 01: '1'111: FORLGUIN(;. the parties ha►e read this Agreement and
attachments to it and have all ixed their signatures. e1kctive on the date Iirst appearing ah, we.
SAVIAK CY)NSULTIN(;. 11C
f31'• _ t
Jos pl . Savi�tk. Mallag�cr
WFINESS _
primed namc:
WITNESS:
printed name:�QCSQiLL-
(Corp)rate seal is acceptable in place or witnesses)
Approved:
By
John A. Titkan ch. Jr.
County Administrator
Approved as to form and legal sufficiency
A. "I - "- z z I
William K. DcBraa)
County Attorney
BOARD 01 COUNTY C•UMMISSIONFRS
I N11ANItf K
BY.
S
Attest: Ryan L. Butler. Clerk of Court
and Comptroller
Deputy 'ler
Indian Riper (bunt% Pugr 9
EXHIBIT "A'J
MEMO
TO: Mr. John Titkanich, County Administrator
FROM: Dr. Joe Saviak and Dr. Richard Levey
DATE: March 6, 2024
JOSEPH C. SAVIAK, PH.D.
�ururn �Au[antRgIl'f� n11�at. �c�:[�r1F'Im��1[:Tri�Tl
5010 SHORE DRIVE, ST AUGUSTINE, FL 32086
loe@ DrloeSaviak.corn
904.599.5678
SUBJECT: Strategic Plan for Indian River County Government
We are pleased to submit this proposal to provide for the development of a strategic plan for
Indian River County, We view this assignment as a logical extension of the initial engagement
where we assisted the County in developing its Mission, Values, and Goals. The next logical
step in the Strategic Planning process is to build the Plan around the prior established Goals.
Overview
To optimize opportunities for the long-term success of Indian River County, the county
government will conduct a strategic planning process to produce a five-year plan and ensure
successful implementation and effective evaluation.
Strategic plans ask and answer this question: given our mission, strengths, weaknesses,
opportunities, threats, stakeholders, history, capacity, and resources, what should our objectives
be, and which strategies can we design and implement to achieve them?
The strategic plan will enable all operations and activities of Indian River County Government to
attain important, specific, and measurable objectives during the next two, three, and five years.
The strategic planning process includes a SWOT and historical analysis, community research,
determination of organizational capacity, identification of objectives, development of action plans
for each objective, identification of means of evaluation for achievement of each objective and to
set a schedule for implementation. Quarterly progress reports on each objective would aid in
achievement of SMART objectives (specific, measurable, actionable, realistic, and time -bound).
The SWOT and historical analysis, and community research were corducted during our first
engagement.
This is a specifically sequenced multi -stage process involving an orientation, face to face
interaction with the County staff, a workshop, plan development, review, and approval,
implementation, and evaluation. This team ensures the success of Indian River County
Government at all stages.
Indian River County Government has successfully defined its mission, values, and goals. The
focus for this strategic plan is objectives which could involve capital projects,
programs/services/policies, and enhancing institutional capacity. Objectives will be SMART
(specific, measurable, actionable, realistic, and time -bound). For example, increase citizen
satisfaction with county government in an annual survey by 10% within 12 months.
The County desires a comprehensive strategic plan that addresses the key capital projects and
service delivery systems to implement the pre -established Goals of the Board of County
Commissioners. This plan will link the strategic direction of the County with the practical and
operational systems required to implement the Goals.
1. Kickoff Meeting with County Administrator and key leadership team
a. At this meeting, the consulting team will discuss the best overall approach for
Indian River County. This discussion will focus on whether the County is best
suited to develop the Strategic Plan along each business unit/department, or a
cross -department team approach. The pros and cons of each approach will be
analyzed to determine which model best suits the existing environment. Other
items to be established include:
i. Clarifying the County Administrator's expectations of the assignment
ii. Any needed clarification or modification to the scope and schedule
iii. Identifying an internal Project Manager with whom the consulting team will
coordinate all activities
II. If needed, a two-hour orientation for key participants in strategic planning. This
enables participants to come prepared to the interviews with their specific ideas for
the objectives for the strategic plan.
III. Interviews with the County Administrator, Assistant County Administrator, Deputy
County Administrator, and Department Directors to identify plan objectives.
IV. Draft plan production, review, revisions, and approval. Available to aid in and during
successful implementation. The entire plan production process could be from March
through July 2024. The Strategic Plan would generally adhere to the following format:
a. SWOT — completed
b. Vision for the Future
c. Mission — completed
d. Values (IRC SPT Working Group)
e. Goals (several broad categories/long-term purposes from goal setting process)
f. Objectives
g. Strategies
h. Tactics
L Responsible Parties/Roles
j. Measures/Key Performance Indicators
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:l/www.levevconsulting com . and
ht_tps://drioesaviak com[
In 2023, they aided Indian River Government in selecting a Mission, Goals, and Values for county
government to best serve citizens.
_Deliverables would includ%
✓ Conduct a strategic planning orientation for key participants
✓ BOCC Workshop on Draft Strategic Plan
✓ Community Strategic Plan Presentation (In -Person and Virtual)
✓ Draft Strategic Plan The strategic plan would include the synthesis of the research, all
objectives, and summary implementation plans for objectives over the next five years (Dr.
Levey and Dr. Saviak). Depending on the specific objective, staff may produce more
detailed implementation plans.
✓ Continued advice and assistance during plan implementation and evaluation.
Schgd,Llle
We would propose the following general schedule, which could be modified based on the initial
meeting with the County Administrator:
✓ Kickoff meeting with County Administrator and key leadership team members - April 2024
✓ Strategic Planning Orientation Workshop for key participants - May 2024
✓ Meetings with Department Heads to establish Objectives, Strategies, and Tactics for each
of the Goals established by the County Commission for production of draft plan. This step
will involve ongoing interaction with Department Heads as the plan is crafted and refined
- June/July 2024
✓ Draft Strategic Plan Delivery to County Administrator - August 2024
✓ BOCC Workshop on Draft Strategic Plan - August/September 2024
✓ Community Strategic Plan Presentation - September/October 2024
✓ Final Strategic Plan - November 2024
Resources Required
The consulting cost for Dr. Saviak and Dr. Levey to facilitate the design of this process and plan
and aid during Its successful implementation and evaluation would be $45,000 plus normal
expenses associated with travel (mileage, hotel, etc.). Indian River County Government is
responsible for organizing the strategic planning workshop, supplying needed research, and
actual implementation and resourcing of the plan. Dr. Saviak and Dr. Levey have enabled other
organizations to experience significant success through this process and regularly teach this
subject to executives and professionals