Firm
Summary of Services Described in the Proposal
Proposed Amount(s)
Kelly Associates Management Group
Kelly Associates Management Group (“KAMG”) will conduct a Strengths, Weaknesses, Opportunities, and Threats (“SWOT”) analysis with each Councilmember and interview the Councilmembers to further understand their responses. KAMG will detail the responses with the City Manager and staff. KAMG will lead two open study sessions. One session will develop overarching goals on what the City wants to achieve. The second session will help identify specific objectives to achieve these goals. Thereafter, KAMG will be available to assist staff in presenting the document to the City Council for approval. The proposed Strategic Plan will extend from one to five years with overarching goals and specific objectives to achieve those goals. $20,000
(Flat Rate for Strategic Plan that includ and includes reasonable reimbursable expenses).
Jacob Green & Associates
Separated into two services:
Service 1 - Jacob Green & Associates (“JGA”) will meet with the City Council and Department Directors to identify goals and strategic priorities. JGA will conduct open session training on the Council/Manager government form and will then facilitate a meeting with the City Council and staff. JGA will draw from these conversations to develop a high-level strategic plan and will support staff with Council approval ($23,800) - does not include Strategic Workplan.
Service 2 - JGA will meet with staff to identify tasks, timelines, and resource allocations to implement identified goals from Service 1. This will be incorporated into a workplan/scheduler with an option for a comprehensive workplan online dashboard utilizing “Monday” or “Smartsheet” ($48,500 total / $41,000 without online dashboard). $72,300
(For Strategic Plan and Strategic Workplan, plus online dashboard). $63,800
(For Strategic Plan and Strategic Workplan without the online dashboard). $23,800
(For Strategic Plan without Strategic Workplan).
Baker Tilly
(Formerly Management Partners)
Baker Tilly (“BT”) will conduct a kickoff meeting with staff to create workplan schedule, establish roles, and share information. BT will review City documents for context, interview the City Council individually, and gather information on organizational strengths, challenges, opportunities, threats (“SCOT”), goals, and priorities. A SCOT questionnaire will be distributed to department directors, and BT will review results from the city survey. BT will then facilitate a one-day strategic planning workshop, draft the strategic plan document, and draft the implementation action plan (e.g., key tasks to implement strategic plan). Once completed, City staff will bring the Strategic Plan and implementation action plan to the City Council for approval. An optional implementation action plan workshop can be conducted for an additional $6,250. $59,500
(Strategic Plan and Implementation Action Plan without additional workshop). $62,750
(Strategic Plan and Implementation Action Plan plus additional workshop).