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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2 • Serving as a communication tool that helps educate and engage the community • Defining a clear vision for the future of the County • Using data and trend analysis to inform the plan, especially demographic changes and trends both locally and regionally • Defining performance measures that can be tracked over time to ensure priorities are met The scope was also derived from a review of plans from other jurisdictions in North Carolina such as Cabarrus County, Catawba County, Iredell County, Gaston County, Buncombe County, Brunswick County, Wake County, and Durham County, as well as Fairfax County, Virginia. Of those plans, four best reflected the goals of the Board: Buncombe County https://www.buncombecounty.org/governing/commissioners/strategic- plan/default.aspx Durham County https://www.dcomanagingforresuIts.org/about-us/about-the-strategic-plan Gaston County https://www._ aq stongov.com/970/FY21-23-Gaston-County-Strategic-Plan Fairfax County, VA https://www.fairfaxcounty.gov/strategicplan/ The Board's discussion on the scope of the plan will be used to refine the draft approach and project elements. Scoring Criteria The RFP includes the criteria that will be used to score the written proposals. The proposed scoring criteria is a customized version of the standard criteria used to score other proposals submitted to the County for other services. Criteria Maximum Point Value 1.Vendor experience as it relates to the scope of services of the RFP. 15 2.Technical approach to the project and proposed tasks and timeline to complete work 25 3. Project organization as it relates to executing the scope of services 25 4.Vendor has the appropriate staffing and capacity to perform project 15 5.Total cost of proposed services(Section 4.2) 20 Total 100 The Board's discussion will be used to refine the criteria if needed and potentially revise the point values. Timeline for Review and Selection If the Board authorizes the release of the RFP at the September 20 meeting, proposals would be due in late October. The selection process would be conducted in mid-November through early December. Contract negotiations would then take place during the month of December, and a contract could be ready for Board approval in January. Once the project commences, the planning process would occur over the next nine (9) to twelve (12) months.