HomeMy WebLinkAboutWORK ORDER - RFP - 7416 ECONOMIC IMPACT ANALYSIS & CLUSTER REPORTEXHIBIT "A"
WORK ORDER FORM
PURSUANT TO AN AGREEMENT BETWEEN
THE CITY OF FORT COLLINS
AND
TIP STRATEGIES
DATED: September 19, 2012
Work Order Number: 1
Purchase Order Number: '11
Project Title: 7416 Economic Impact Analysis & Cluster Report
Commencement Date: October 1, 2012
Completion Date: June 30, 2013
Maximum Fee: (time and reimbursable direct costs): $50,000
Project Description: Please refer to the attached scope of work consisting of two (2) pages.
Scope of Services: Please refer to the attached scope of work consisting of two (2) pages.
Professional agrees to perform the services
identified above and on the attached forms in
accordance with the terms and conditions
contained herein and in the Professional Services
Agreement between the parties. In the event of a
conflict between or ambiguity in the terms of the
Professional Services Agreement and this work
order (including the attached forms) the
Professional Services Agreement shall control.
The attached forms consisting of _ (_) pages
are hereby accepted and incorporated herein, by
this reference, and Notice to Proceed is hereby
given.
Professional
By:
ate: q19i6 ) 2- -
71roject
Manager
City of Fort Collins
By:
James B. O'Neill II, CPPO, FNIGP
Director of Purchasing and Risk Management
(over $60,000.00)
Date:
Work Order #1
7416 Economic Impact Analysis & Cluster Report Page 1 of 3
SCOPE OF SERVICES — WORK ORDER 1
1 Establish the Baseline
Professional begins by documenting the City's and its
stakeholders' current cluster development strategies. During this
phase Professional will review available materials, visit with
knowledgeable sources, and conduct a targeted analysis of
relevant trends to reach an understanding of the current state of
the industry cluster initiative. This work serves as the basis for
determining the outcomes of the initiative in Phase 2.
1.1 Kick-off meeting I A strong working relationship between
Professional and the client project team is essential. The kick-
off meeting provides the opportunity to discuss objectives,
define success factors, identify relevant studies and initiatives,
and review the team's overall expectations for the
engagement. The outcome of the meeting will be a project
management plan that will serve as the foundation for all the
work to follow.
Phase 1 overview
Tasks
✓ Kick-off meeting
✓ Review of existing duster reports
✓ Stakeholder interviews
✓ Inventory of cluster strategies and
projects
✓ Indicator identification
Deliverables
✓ Presentation of preliminary
findings — inventory of strategies,
interview findings, indicator list
1.2 Review of existing cluster reports I Professional will review the existing cluster reports and
will propose changes to the template that will provide continuity with past reports and
enhancements to the previous report template.
3 Stakeholder interviews I Professional will conduct interviews with stakeholders involved in
cluster development both in the City of Fort Collins and the Front Range region. These
stakeholders will include cluster managers, key researchers, incubators, and leading
companies within each cluster. The objective of these interviews will be to identify activities
and projects aimed at cluster development, gauge their effectiveness, and identify obstacles
to cluster development. Professional will also investigate how cluster organizations can add
value to participants through a range of different organizing models.
1.4 Inventory of cluster development strategies and projects I From a review of relevant studies
and reports and the findings from the stakeholder interviews, Professional will create a list of
specific strategies, activities, and projects. Where possible, Professional will also document
the budget associated with each. This will create a clear and comprehensive snapshot of
Fort Collins' cluster initiative that includes both the City's activities and other stakeholders'
activities.
1.5Indicator identification I Based on the above inventory, the previous cluster reports, and
Professional's knowledge of measuring performance, Professional will propose a list of
indicators. For any qualitative indicators, we will propose mechanisms for collecting the data.
1.6 Stakeholder workshop I The findings and results from each of the previous tasks will be
presented in a PowerPoint presentation at a workshop for the Economic Health Office and
key stakeholders. The purpose of this workshop will be to discuss the findings and provide
feedback to the consulting team.
Work Order #1
7416 Economic Impact Analysis & Cluster Report Page 2 of 3
2 Determine and Apply Framework
With the input from Phase I and the feedback from the Phase 2Overview
Discovery workshop, Professional will gather and analyze data Tasks
needed for each indicator, conduct research on cluster
strategies of peer communities with similar target clusters, and ✓ Data collection
determine each cluster's strengths, weaknesses, opportunities, ✓ Benchmarking
and threats. This phase will create the framework to determine ✓ Evaluate strengths, weaknesses,
how the industry clusters have developed and how the clusters opportunities, and threats
fit in to the national and international landscape. Deliverables
2.1 Data collection I Once the indicators are vetted with the ✓ 1"Cluster Report
Economic Health Office, Professional will collect the
associate data for relevant quantitative indicators. A handful
of global indicators will be collected to allow Professional to identify emergent clusters.
2.2 Benchmark research I Professional will identify other communities that are targeting similar
industry clusters to identify best practices and to better understand how Fort Collins and the
Front Range can differentiate itself within the target industry clusters both nationally and
internationally. For clusters that are also the state's targets, Professional will also look at
what and how other states are supporting cluster development in those industries.
2.3 SWOT and gap analysis I For each industry cluster, Professional will identify strengths,
weaknesses, opportunities, and threats. Professional will also identify significant gaps or
obstacles that inhibit growth in the sector.
2.4 Cluster report preparation I With the information gathered from the previous tasks,
Professional will profile each of the cluster industries. Each profile will present the indicators
in a dashboard format to highlight trends and performance. It will also summarize the SWOT
and gap analysis and provide strategic considerations for strengthening the cluster initiative.
This first report will establish a template to use for the subsequent cluster reports and will
include high quality graphics that can be used in marketing materials as well.
Work Order #1
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