Agenda - 09-20-2022; 6-a - Authorization to Release a Request for Proposals for Strategic Planning Services and Defining the Board’s Role in the Selection Process

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13 5.0 SCOPE OF WORK The consultant will assist the Board of Commissioners and County leadership in developing a comprehensive strategic plan for Orange County, North Carolina. The Plan is intended to direct efforts and resources toward a clearly defined vision for the future using strategic planning framework. The Plan will be data driven, grounded in the principles of equity, responsive to the priorities and concerns of the community, position the County to address the challenges of the future, and will be fiscally sustainable. The Plan will articulate a vision, mission,core values, priorities, goals and objectives, implementation plans, performance measures, and a procedure for Plan review and maintenance. The County realizes that each vendor may have a different perspective, approach, and model to develop a comprehensive strategic planning document. The proposal should discern the approach that will best enable the County to achieve its organizational goals. With that flexibility in mind, the scope of work should include but not necessarily be limited to the following elements: • A process that allows for general alignment and focus among the Board of Commissioners, County leadership, staff, residents, business interests, community groups, etc. to foster a sense of inclusion and cohesion in the County's strategic direction. • A timeline and schedule for the project that identifies major milestones, opportunities for meaningful information sharing, and decision points. • Data on demographic, economic, social, and environmental factors and trends that are impacting or are expected to impact County residents, institutions, programs, and services. The proposal should include the capacity to conduct a statistically valid community survey that evaluates residents' demographics, perceptions of the County, satisfaction with County services and communications, priorities for core County services, and priorities that will be most important in the future. The survey should be designed so that it also informs the upcoming update to the County's Comprehensive Plan. • Comprehensive outreach and community engagement that gathers information from residents, community groups, major employers, and key partners such as the University, school districts, nonprofit community, and municipalities in the County. The proposal should specifically include creative and effective approaches to gather input from traditionally marginalized communities. This outreach should also be designed to be useful in the update to the County's Comprehensive Plan. • A schedule and format to provide information and receive guidance from the Board of Commissioners that complies with North Carolina's Open Meeting Law. The proposal should include an estimated number of facilitated discussions with Board of Commissioners in order to accomplish the development of the desired strategic plan • Engagement with County leadership and employees as stakeholders in the Plan and as subject matter experts in strategy and initiative development and performance measurement. • A framework to align other Countywide plans such as the long term COVID-19 recovery plan, racial equity plan, climate action plan, transit plan, facilities plan, master aging plan and others to the comprehensive strategic plan. • A decision making framework that helps the Board of Commissioners set priorities. 9