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D. Technical Approach | 16 <br />Phase 1: Project Initiation and Planning <br />managing communications between BerryDunn and the County, as well as our approach to scope, risk, and <br />resource management. We will also review possible formats for the Final Orange County Strategic Plan. <br />These discussions will help us to refine our currently proposed Project Work Plan and Schedule. <br />1.2 Request and compile documents and data. We will request and compile documentation and data that <br />will help us better understand the County’s current environment and that will inform engagement activities. <br />This information will also help us to understand current strategies, assess how or if they should be included <br />in the Final Orange County Strategic Plan, and leverage existing partnerships to meet marginalized <br />communities where they feel most secure. <br />Examples include: <br />•Budget summaries <br />•County stakeholder list <br />•Existing County partnerships <br />•County and State ordinances <br />•Key performance metric data <br />•Program descriptions and data <br />•Past internal and external assessments <br />•Previous surveys of County stakeholders, customers, residents, and staff <br />•Documents related to the County’s arts, culture, history, recreation, and natural features <br />•Existing County organizational information including organizational charts and staffing detail <br />•Existing County planning and strategic documents including a framework to align other Countywide <br />plans such as the long-term COVID-19 recovery plan, racial equity plan, school capital needs plan, <br />climate action plan, transit plan, facilities plan, master aging plan, and others to the Strategic Plan <br />•Demographic, economic, and community data and forecasted trends from the U.S. Census Bureau <br />and the U.S. Bureau of Labor Statistics <br />Once provided, we will review the documentation and data to help us produce an Environmental Scan and <br />Community Needs Assessment that will inform community and stakeholder engagement activities. <br />1.3 Develop a Project Work Plan and Schedule. Based on the information gathered from our initial project <br />planning and discovery session, as well as from those details enclosed in this proposal, we will develop the <br />Project Work Plan and Schedule, which will outline the tasks and timelines for the strategic planning <br />process. The Project Work Plan and Schedule will also include agreed-upon procedures between <br />BerryDunn and the County related to project control, including quality management and deliverable <br />submission/acceptance management. After providing draft versions of these materials in advance, we will <br />facilitate a videoconference with the County’s project team to review the drafts and solicit feedback. This <br />videoconference will introduce the County’s project team to our document review process and provide an <br />opportunity for the County to share input on a critical step in the process. We will incorporate the County’s <br />feedback and finalize the documentation before distributing it to the County in final form. <br />Deliverable 1 – Project Work Plan and Schedule <br />1.4 Develop stakeholder messaging and communications. We will develop messaging and <br />communications to build awareness for the process, its intended outcomes, and opportunities for <br />stakeholders to get involved. We will review messaging and communications with the County’s project team <br />before finalizing and distributing it. <br />DocuSign Envelope ID: ED255D72-EB5F-464C-83B6-643F4B19812A