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File #: 23-0781    Version: 1
Type: Administrative Reports Status: Agenda Ready
File created: 11/13/2023 In control: City Council
On agenda: 11/28/2023 Final action:
Title: Agreement with Kelly Associates Management Group LLC to facilitate and update the City's Strategic Plan.
Attachments: 1. Staff Report, 2. Professional Services Agreement with Kelly Associates Management Group, 3. OCLAFCO Strategic Plan, 4. City of Lake Forest Strategic Plan, 5. Summary of Services
TO: Honorable Mayor and Members of the City Council

THRU: Tom Kisela, City Manager

1. SUBJECT
title
Agreement with Kelly Associates Management Group LLC to facilitate and update the City's Strategic Plan.
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2. SUMMARY
The proposed agreement with Kelly Associates Management Group LLC will help the City evaluate its organizational goals and identify means to achieve these goals through an updated Strategic Plan.
3. RECOMMENDED ACTION
recommendation
Approve the agreement with Kelly Associates Management Group LLC in the amount of $20,000 to update the City's Strategic Plan; and authorize the Mayor and City Clerk to execute on behalf of the City.

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4. FISCAL IMPACT
The total expenditure for this agreement is $20,000 and will be funded through General Fund (100) account number 100.0201.51670.00000.
5. STRATEGIC PLAN GOALS
The proposed recommendation will support each goal identified in the current Strategic Plan by making comprehensive changes/updates to better align with the Orange Community's service priorities and needs.
6. DISCUSSION AND BACKGROUND
The City of Orange's Strategic Plan was adopted in January 2008 and updated in 2018. Currently, the Strategic Plan offers a high-level overview of the City's organizational purpose, mission, vision, and values. To ensure the Strategic Plan is a "living document" reflecting the community's preeminent needs, the City Council expressed interest in making comprehensive changes to the existing Strategic Plan.
Pursuant to Orange Municipal Code Section 3.02.420 (pertaining to informal written proposal solicitations), staff contacted and met with three firms that have led citywide strategic planning processes and workplans with other local governments in Southern California. After detailing the City's needs, expectations, and anticipated Strategic Plan adoption date, the City received three proposals from Baker Tilly (formerly Management Partners), Jacob Green & Associates, and Kelly Associates Managem...

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