AGREEMENT FOR PROFESSIONAL SERVICESAGREEMENT FOR PROFESSIONAL SERVICES
This Agreement ("Agreement") is made and entered into on this 17+#1day of j12,rGGj
2021 (the "Effective Date") by and between the City of Clearwater (Clearwater), a municipal
corporation duly organized under the laws of the State of Florida (the "Clearwater") and the
University of South Florida, Board of Trustees, a public body corporate, for its Florida Institute of
Government (the "Institute") for professional services as more particularly described herein. For
and in consideration of the mutual promises, covenants, and obligations contained herein, the said
parties do agree as follows:
I. PERIOD OF PERFORMANCE
The period of performance under this Agreement shall begin upon the Effective Date and will
end on or before March 1, 2022 unless extended by a modification of this Agreement. Such
modification shall be in writing and signed by all parties to this Agreement.
II. WORK PLAN / PROJECT ADMINISTRATION
The Institute's responsibilities under this Agreement is to conduct a series of exercises as
part of a strategic planning process. The overarching purpose of this project is to assist the City of
Clearwater in better understanding the various stakeholders and opinions in their community.
Information gleaned from this project will be used to update/create a new comprehensive strategic
plan for Clearwater as more particularly described on Exhibit A attached hereto and made apart
hereof ("Scope of Work").
The City of Clearwater's representative/liaison during the term of this Agreement, unless the Institute
is provided written notice otherwise, shall be:
1) Micah Maxwell, Assistant City Manager
City of Clearwater
600 Cleveland Street, Suite 600
Clearwater, FL 33755
(727)562-4050
Micah. Maxwell(a myclearwater.com
The Institute's representative/liaison during the term of this Agreement, unless Clearwater is
provided written notice otherwise, shall be:
1) Project Director:
Angela Crist, Director
Florida Institute of Government
University of South Florida, CHE205
4202 E. Fowler Avenue,
Tampa, FI 33620-7900
Cell # 813-857-8801
acrist@usf.edu
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2) Administrative Contact:
Andre Warren
Sponsored Research Administrator
University of South Florida, Sponsored Research
4019 E. Fowler Ave., Suite 100
Tampa, FL 33617-2008
Tel: 813-974-2897
Email: aiwarreneusf.edu
III. ALLOCATION OF FUNDS
Clearwater agrees to compensate the Institute on a fixed price basis, for an amount not to
exceed $55,937.50, as more particularly set forth on Exhibit B attached hereto and made a part
herewith. It is further agreed that all invoices should contain an original signature of an authorized
official of the Institute and should be sent to Clearwater's representative/liaison for approval (see
Article II for the address).
IV. INDEPENDENT CONTRACTOR
By this Agreement the parties intend to establish between them the relationship of mutually
independent contractors. Each party and the officers, employees, agents, subcontractors, or other
contractors thereof shall not be deemed by virtue of the Agreement to be the officers, agents, or
employees of the other party. Each party assumes the risk of all liability arising from its respective
activities pursuant to this Agreement and from the acts or omissions of its respective officers, agents
and employees.
V. INTELLECTUAL PROPERTY
Intellectual property that is created and/or developed under this Agreement by Institute
employees shall be assigned to the Institute and protected by the Institute pursuant to applicable
Institute Rules and Policies. Intellectual property that is created and/or developed under this
Agreement by Clearwater employees shall be assigned to Clearwater and protected by Clearwater
pursuant to its Rules and Policies. Intellectual property that is created and/or developed under
this Agreement jointly by Institute and Clearwater employees shall be jointly owned by the Institute
and Clearwater. Any intellectual property that is conceived and/or reduced to practice during the
term of this agreement by Institute and/or Clearwater employees working on this project shall be
presumed to have been created and/or developed under this Agreement. Clearwater shall have
an option to acquire a license in Institute's rights in such intellectual property on mutually agreed
terms.
With respect to any invention developed with the use of Federal funding in which the Institute
retains or is assigned title hereunder, the Federal Government shall have a nonexclusive,
nontransferable, irrevocable, paid-up license to practice or have practiced for or on behalf of the
United States the subject invention throughout the world.
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VI. TERMINATION
This Agreement may be canceled by Clearwater or the Institute upon no less than thirty (30)
days notice, with or without cause; notice shall be delivered by certified mail, return receipt requested,
or in person with proof of delivery. In case of cancellation, only the percent of satisfactory progress
actually achieved to the date of cancellation will be due and payable to the Institute.
In the event that the Institute's project director becomes unable or unwilling to continue the
project activities hereunder, and a mutually acceptable substitute is not available, Institute shall have
the option to cancel this Agreement.
VII. DELEGATION OF AUTHORITY
This Agreement is valid and enforceable only upon being signed by persons authorized to
bind Clearwater and the Institute hereto.
VIII. GOVERNING LAW
This Agreement shall be governed by and construed under the laws of Florida.
IX. INSURANCE
The Institute warrants and represents that it has adequate liability insurance, such protection being
applicable to officers, employees, and agents while acting within the scope of their employment, and
the Institute has no liability insurance policy as such that can extend protection to any other person.
Each party hereby assumes any and all risks of personal injury and property damage attributable to
the negligent acts or omissions of that party and the officers, employees and agents thereof.
X. ASSIGNMENT
This Agreement shall not be assigned by either party without the prior written consent of the parties
hereto.
XI. ENTIRE AGREEMENT
The terms and conditions contained in this Agreement and the attached exhibits hereto constitute
the entire agreement between the parties. There are no verbal agreements or other agreements
that supplement the terms of this Agreement. Any modification to this Agreement must be made by
a written document signed by a duly authorized representative of each party.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their
undersigned officials as duly authorized.
City of Clearwater University of South Florida, Board of Trustees
Digitally maned e,Eric M.Nem
ouse
`°a-:.uEric M. Kern�=wrc,�rs.,,.By. D.,. ,021 01121,6
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Name: William B. Horne, II Name: Eric Kern, MBA
City Manager Director, Sponsored Research
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FLORIDA
INSTITUTE OF
GOVERNMENT
We specialize in realizing and
implementing big ideas in
the public sector.
Proposal for City of Clearwater:
Strategic Planning Process
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January 19, 2021
Prepared for:
Rosemarie Call, MPA, MMC
City Clerk
City of Clearwater
600 Cleveland Street, Suite 600
Clearwater, FL 33755
Tel: 727.562.4092
Prepared on Behalf of
Angela Crist, Director
University of South Florida
Florida Institute of Government
4202 E Fowler Avenue, SOC 007
Tampa, FL 33620
813.857.8801
acristusf.edu
ANTICIPATED STRATEGIC PLANNING PROCESS
PHASE ONE:
1.1 Kick Off and Work Plan Refinement
The USF team will meet with City senior staff to formally initiate the process, review and refine the work
plan and scope, identify key stakeholders for initial interviews, and identify key background information for
the team to review. Aspects of the work plan that may be refined include the sequence of the activities
described below, the relative emphasis on meetings/group discussions and communication mechanisms for
input, and the overall timeline of the project.
1.2 Individual/Group Stakeholder Interviews
The USF team will meet with approximately 18-20 key individual, business and organization stakeholders
identified by City staff as having particular insight into issues facing the City or into the views and opinions
of segments of the City community. Staff and elected officials will be asked to identify an initial set of
interviewees, and others may be suggested by those interviewed or residents. Insights and information
gained in these interviews will be used, without attribution (anonymously), to help develop starting points
for discussions at the Community Forum and for potential social media outreach.
1.3 Communications Outreach
The USF team will work with City staff throughout the process to develop or prepare strategic planning
process content for use within the City's current social -media and/or web presence.
1.4 Resident Feedback Survey
If desired by the City, the USF team will work with staff to develop a city-wide, web -based citizen survey.
Initial questions for the survey will be developed in collaboration with staff. Additional questions may be
identified by participants in the stakeholder interviews. This survey would be a mechanism for additional
public input, rather than a statistically representative sampling of resident opinion. The USF team will
analyze, group and summarize the feedback survey into a report which will be presented to Clearwater's
leadership team. A version of the survey results will also be posted to the City's website.
1.5 City Council: Kick -Off, Setting Expectations and Teambuilding
The USF team will facilitate a one -day workshop with City leadership to share the action steps for the strategic
planning process, discuss Council member expectations and participation as well as review the relevant requirements
of the Sunshine Law. The specific agenda will be determined in consultation with the City Manager and City
leadership.
1.6 Community Focus Group Forum 1(3 hours) **Community Forum ll—optional**
This Community Forum will invite stakeholders including residents, businesses, and other groups affiliated
with the Clearwater community. The USF team will invite elected officials, but request elected officials to
listen and observe, but not participate. This Forum will:
• ask participants to identify characteristics of Clearwater that they value most and do not want to
change, and issues affecting Clearwater that the city will need to address
• begin to discuss participants' desires for the future of the City and City government, including a
potential vision statement, and possible goals, objectives or recommendations related to the vision
and issues
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• Discuss priorities
The USF team will develop workshop materials for the Forum. The USF team will also prepare a Forum
Summary outlining activities and conclusions at the Forum, as well as suggestions for City communication.
1.7 Employee Survey
If desired by the City and to foster employee engagement, and assess employee readiness for change, the
USF team will work with staff to develop a city-wide, web -based employee survey. Employee feedback
would be anonymous, with a goal of 100% employee participation/input. Survey questions would focus on:
• identifying internal and external strengths, weaknesses, opportunities and threats (SWOT) that are
influencing Clearwater
• how the city's current plans, policies and processes will shape future outcomes
• suggestions for improving organizational effectiveness
• overall employee engagement and readiness for change
• employee desires for the future of Clearwater government as an organization and as a workplace
Initial questions for the survey will be developed in collaboration with staff. This survey would include a
mechanism for full employee participation, rather than a statistically representative sampling of employee
opinion. The USF team will analyze, group and summarize the employee survey into two reports: one
detailed report for leadership, and one abbreviated report which will be shared with all employees to foster
engagement and buy -in.
1.8 Employee Focus Group Forum (3 hours)
This Employee Forum will invite a representative sampling of employees across all departments, and all
levels, of the organization.
• debrief the employee survey results
• prioritize the SWOT analysis results from the employee survey
The USF team will develop workshop materials for the Employee Forum. The USF team will prepare an
Employee Forum Summary outlining activities and conclusions at the Forum.
1.9 Report to Council
The USF team will prepare a presentation and report of the Stakeholder Interviews, Community Forum, as
well as the Employee Survey and Forum. This presentation will outline activities and conclusions, solicit
comment on the overarching vision and goals resulting from the Community Forum, and solicit Council
approval to proceed to Phase Two of the Strategic Planning Process.
PHASE TWO:
2.1 Leadership Forum 1 (4 hours)
Leadership Forum I will include Leadership across each department and City Council.
• debrief the citizen forum/survey results
• debrief the employee forum results
• debrief initial citizen and employee desires for the future of the City, including potential goals,
objectives and recommendations related to the vision
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• develop mission, vision, values, and strategic SMART+C goals for the City government as an
organization
The USF team will develop workshop materials for Leadership Forum I. The team will prepare a Forum
Summary Report outlining activities and conclusions at the Forutn.
2.2 Leadership Forum II (3 hours)
Leadership Forum II will include Leadership across each department and City Council.
• Review/finalize mission, vision, values, and strategic SMART+C goals
• Develop champions, objectives, implementation plans and timelines for each goal
• Determine a schedule for monitoring (accountability checkpoints) for each goal
The team will develop workshop materials for Leadership Forum II. The team will prepare a Leadership
Forum II Summary Report outlining activities and conclusions at the Forum, as well as recommendations
for long-term success of the strategic plan.
2.3 DRAFT Final Report: Planning Retreat with City Manager and Departments Heads
The USF team will prepare a Draft Strategic Plan which will include:
• An organizational overview
• A definition and purpose of the Strategic Plan
• A written summary of the process used in the completion and assembly of the plan
• An establishment of the City's mission, vision and values statements
• A list of stakeholder priorities for City goals and objectives, including those of elected officials,
employees, residents, businesses, and of any other significant groups
• A description of SMART+C goals and objectives for the City
• Recommendations for the long-term success of the strategic plan
• Raw data obtained from the assembly of the plan
• Other information as deemed necessary by the USF team
Following the planning retreat with the City Manager and Department Heads, a final draft report will be
created and circulated to senior staff for review and continent.
2.4 Presentation of Final Report to Council
The USF team will collaborate with Clearwater staff to present the report to the Council. The USF team
will answer questions and/or clarify the report and implementation strategies.
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EXPECTED TIMELINE
The timeline may be adjusted at the discretion of Clearwater staff. The total project duration would be
approximately ten to twelve months to complete the scope of services from execution of a signed contract.
Note: This outline is tentative and will be refined based on initial consultation with the City Manager,
Council and staff. It is intended to serve as a starting point for discussions to develop a final design.
Phase One:
1.1 Kick Off and Work Plan Refinement
1.2 Communications Outreach
1.3 Individual/Group Stakeholder Interviews
1.4 Resident Feedback Survey
1.5 City Council: Kick -Off, Setting Expectations, Teambuilding
1.6 Community Focus Group Forum I (3 hours)
1.7 Employee Survey
1.8 Employee Focus Group Forum (3 hours)
1.9 Report to Council
Phase Two:
2.1 Leadership Forum I (4 hours) off-site
2.2 Leadership Forum II (3 hours) off-site
2.3 DRAFT Final Report
2.4 Final Presentation of Report to Council meeting
March 2021
March 2021 — On-going
April 2021
May 2021
March 2021
June 2021
June 2021
July 2021
August 2021
September 2021
October 2021
November 2021
December 2021
ESTIMATED INVESTMENT
Based on the scope and expected deliverables, the estimated cost to cover the FIOG's costs to complete the
proposed Strategic Planning Process is anywhere from $39,600.00 - $55,900.00 dependent upon certain
variations of the scope of work. The final cost will be inclusive of travel, printing, publishing and ADA
document remediation.
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ADDITIONAL INFORMATION
THE USF PROJECT TEAM — PERSONNEL
Our team includes experts in Statistics and Data Analysis, Survey Development, Human Resource
and Project Management for local government.
John L. Daly, PhD, is Associate Professor of Public Administration and past Founding Director of the
School of Public Affairs at the University of South Florida. His research interests include human resource
management and public policy issues facing local government. He also is a specialist of governance and
public policy challenges facing southern African nations. John has received two Fulbright Scholar grants to
the Kingdom of Swaziland. He first served as a consultant to the Kingdom of Swaziland's government
(1998-99). His second Fulbright grant allowed him to join the University of Swaziland faculty (2005-06).
Most recently, John was selected as the 2014 recipient of the International City/County Management
Association's Academic Award in Memory of Stephen B. Sweeney. This honor was presented to him at the
100th ICMA Conference in Charlotte, NC, in September 2014. John is the author of two books, Training in
Developing Nations (2005, M.E. Sharpe/Routledge) and Human Resource Management in the Public
Sector: Policies and Practices, (2012, M. E. Sharpe/Routledge). Dr. Daly has extensive experience providing
consulting services to Florida municipal governments, primarily in the areas of human resource management
and organizational development.
Stephen Neely, PhD, is an assistant professor in Public Administration at the University of South Florida's
School of Public Affairs. He has an earned PhD in Public Administration from North Carolina State
University, as well as two Master degrees in Social and Public Policy Analysis as well as Business
Administration. His specialties include research methods, survey administration, and data analysis, and he
has previously conducted survey research in partnership with agencies/organizations such as the Florida
City/County Management Association, the Florida Center for Cybersecurity, and the City of Zephyrhills,
Florida.
Angela Crist, MPA, serves as the Director of the USF FIOG. Ms. Crist has a proven track record as a high
energy, results driven leader recognized for innovative strategies and tactics. Her excellent problem solving
and customer -oriented focus have created value and managed client expectations to obtain mutual benefit.
With over 15 years of experience, Angela has built and led new department or groups with related staff
training and mentoring to attain long-term business goals. She has consistently achieved positive results by
motivating and leading organizations to identify, develop and capitalize on business opportunities by forging
alliance across organizational boundaries. Her professional affiliations include Florida City and County
Management Association, Florida League of Cines, Florida Association of Counties, USF Alumni
Association, USF Area Community Civic Association, and Leadership Tampa Bay Alumni Association.
Robyn Odegard, MA, serves as the Learning and Development Facilitator with the Florida Institute of
Government at USF. In this role, she serves as project manager, program manager, and research
administrator. Robyn holds certifications as a Certified Associate in Project Management (CAPM) from the
Project Management Institute and CRA USF -ADVANCED certification from USF Research and
Innovation. She received her MA in Political Science from the University of South Florida.
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BRIEF DESCRIPTION OF ORGANIZATION
The John Scott Dailey Florida Institute of Government (FIOG) was created by the Florida Legislature
in 1980 and subsequently designated as a Type I Institute by the Florida Board of Regents. The institute
fulfills its statewide mission through a consortium of six (6) affiliate program offices located at the Florida
State University, the University of Florida, the University of South Florida, the University of Central
Florida, Florida Atlantic University, and Florida Gulf Coast University.
The FIOG at USF works directly with all USF faculty, staff and practitioner's university -wide to bring their
expertise to our clients. All of our USF faculty, staff and practitioners are highly qualified and provide top
notch services in a variety of critical areas including developing and implementing training and research
programs, services, and grant and contract administration activities involving federal, state, and local
governments, non-profit organizations, and the private sector.
In January 2013, the School of Public Affairs (SPA) at the University of South Florida (USF) was created to
merge the graduate programs in Urban and Regional Planning and Public Administration, as well as the
John Scott Dailey Florida Institute of Government. The faculty consists of interdisciplinary group of
scholars and former practitioners who share a common commitment to student learning, top-notch
scholarship and applied community engagement.
The School's John Scott Dailey Florida Institute of Government (FIOG) provides training and technical
assistance to local and state government officials, volunteers and the general public on a wide range of
topics, such as team building, strategic planning, goal setting and effective communication. The FIOG
partners University professionals from a variety of disciplines with organizational leaders charged with
solving specific local issues to identify, evaluate and implement effective solutions. For the purposes of this
project.
OUR SERVICE CAPABILITIES
The John Scott Dailey Florida Institute of Government (FIOG at USF) works directly with all USF
faculty, staff and practitioner's university -wide to bring their expertise to our clients. As part of a regional
structure for enhanced relationships, the FIOG serves government and non-profit entities within a 9 -
county region including Hardee, Hernando, Highlands, Hillsborough, Manatee, Pasco, Pinellas, Polk and
Sarasota.
With over 25 years of experience in the local community, the Florida Institute of Government at the
University of South Florida has a vast history of helping government and non-profit entities through
visioning and strategic planning processes, offering and coordinating trainings, technical assistance, and
applied research projects for the local community. Since 1995, the institute has conducted approximately
24,793 workshops and conferences statewide in Florida—an average of 2,749 per year. Also, during this
same time, approximately 580,685 participants, the large majority of whom represent officials and employees
from local government in Florida, have attended programs resulting in over 2.6 million professional contact
hours. The institute has also conducted an estimated 1,190 technical assistance and applied research
projects, an average of 119 annually.
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FIOG PROJECT REFERENCES
Donn Patchen, Director, Communications Department
Telephone: (941) 861-DONN Fax: (941) 706-6685
Email: dpatchen@scgov.net
Address: 1660 Ringling Boulevard, Sarasota, FL 34236
Sarasota County Citizen Satisfaction Survey, 1999 — Present
JP Murphy, Town Manager, Town of Belleair
Telephone: (727)588-3769 X205
Email: jmurphy@townofbelleair.net
Address: 901 Ponce De Leon Blvd, Belleair, FL 33756
Comprehensive Strategic Planning Process, 2018-2019
Tom Harmer, Town Manager, Town of Longboat Key
Telephone: Phone: (941) 316-1999, Ext. 1111
Email: tharmer@longboatkey.org
Address: 501 Bay Isles Road Longboat Key, FL 34228
Annual Citihen Satisfaction Survey, 2019, 2020
Maureen Buice, Sr. Public Information Specialist, City of Cape Coral
Telephone: Phone: (239) 242-3684 Cell: (941) 876-8350
Email: tnhui< e(at;capccoral.net
Address: 1015 Cultural Park Boulevard, Cape Coral, FL 33990
Strategic Planning Process, 2020 — Present
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EXHIBIT B
METHOD OF PAYMENT
As consideration for the services rendered by the Institute under the terms of this Agreement,
Clearwater shall pay the Institute on a fixed price basis in the amount of $ 55,937.50
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