HomeMy WebLinkAboutWORK ORDER - RFP - 7416 ECONOMIC IMPACT ANALYSIS & CLUSTER REPORT (3)WORK ORDER
PURSUANT TO AN AGREEMENT BETWEEN
THE CITY OF FORT COLLINS
AND
Tip Strategies
DATED: September 19, 2012
Work Order Number: 3
Purchase Order Number:
Project Title: Update the 2012 Economic Health Strategic Plan (EHSP)
Original Bid/RFP Project Number & Name: 7416 Economic Impact and Cluster Report
Commencement Date: August 15, 2014
Completion Date: November 30, 2014
Maximum Fee: (time and reimbursable direct costs): $20,000
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 two (2) pages
are hereby accepted and incorporated herein, by
this reference, and Notice to Proceed is hereby
given.
Professional
By:_______________________________
Date:_____________________________
City of Fort Collins
By:_________________________________
Project Manager
Date: ______________________________
By: _______________________________
Gerry Paul
Director of Purchasing and Risk Management
(over $60,000.00)
Date: ____________________________
DocuSign Envelope ID: 6A6D7354-E214-48A2-BDE4-D83BD657BE4A
8/13/2014
8/13/2014
theory into practice 512.343.9113 | www.tipstrategies.com | 106 East 6th Street, Suite 550, Austin, TX 78701
August 7, 2014
Josh Birks
Economic Health Office
City of Fort Collins
300 LaPorte Avenue
Fort Collins, CO 80521
Dear Mr. Birks:
TIP Strategies is pleased to present this proposal for the preparation of the update of the Economic Health Strategic Plan for Fort Collins,
Colorado.
Background
In 2011 and 2012 the Economic Health Office (EHO) led a process to update the community’s strategic plan related to
economic health. The update followed the City Plan update process completed in early 2011. Furthermore, the update was
intended to move beyond the previous 2005 Action Plan by developing guiding principles and strategic goals to guide future
economic health activities.
The EHO joined the Sustainability Service Area (SSA) and began reporting to the Chief Sustainability Officer (CSO) shortly
after adopting the 2012 Economic Health Strategic Plan (EHSP). Two-years into this new organizational structure it has
become clear that the EHSP will benefit from an update focused on alignment with EHO’s sibling departments –
Environmental Services Department (ESD) and Social Sustainability Department (SSD).
Scope of Work
The intent of this project is to revisit the EHSP for alignment with the strategic priorities and goals of the SSA and consider
other factors that may impact the future economic health of Fort Collins, including:
Climate change
Population growth and community build-out
Creative destruction and the role of innovation
Workforce demographic shifts
It is not the intent of this project to completely re-write or negate the existing adopted EHSP. The existing strategic goals of
the EHSP will continue to provide guidance to EHO and city activities. This project will create alignment between the EHSP
and the SSA vision and policy theme areas, including:
Climate
Housing
Income Equality
Sense of Place and Community
Health and Well Being
DocuSign Envelope ID: 6A6D7354-E214-48A2-BDE4-D83BD657BE4A
TIP Strategies | theory into practice Page | ii
1 Baseline Review
1.1 Inventory & Review of Existing Plans | TIP will review pertinent existing plans and extract all strategies, initiatives, and
programmatic recommendations. This step will create a foundation for aligning the Economic Health Strategic Plan with the rest of
the SSA.
1.2 Identification of Data Sources & Metrics | From the inventory of relevant strategies and recommendations, our analysts will
catalogue the metrics to measure success and progress as well as the sources of data need to compile these metrics.
2 Contextual Data Analysis
2.1 Focus & Rationale | With the baseline review from Task 1, we will draw out and highlight the priority strategies, recommendations,
and metrics that align with the other city plans, adhere to the EHSP, and have the most potential to affect economic sustainability
and health in the city. We will provide the rationale and basis for the selection.
2.2 Analysis | Once the priorities are set, TIP will compile historic and projected (where available) data for those key metrics to identify
trends and inform realistic goals for the Economic Health Office. The data points will be presented in a national and state context to
add comparative meaning to the analysis.
2.3 Final deliverable | The analysis will be presented in a report with accompanying Excel files that can be easily updated in the future.
Budget & Timeline
The fee for completion of this work is $15,000, plus expenses. Expenses are subject to approval and include data purchases and travel
and lodging associated with conducting this work. The TIP team is available to begin this work upon agreement of terms. The timeframe
for completion of the scope of work outlined is 60 to 90 days.
The TIP team is excited at the prospect of working with you. We appreciate the opportunity to present our firm and our team members
and we invite you to contact our references.
Please feel free to call me at 512.343.9113 if you have any questions concerning our submittal.
Sincerely,
Jon Roberts
Principal and Managing Director
DocuSign Envelope ID: 6A6D7354-E214-48A2-BDE4-D83BD657BE4A