TOWN STAFF REPORT RECOMMENDATION
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Discuss, consider and act to award the contract for Strategic Planning Services for the Town of Westlake and Westlake Academy to Baker Tilley and to authorize the Town Manager to execute required documentation and begin scheduling strategic planning sessions. (Town Manager Wade Carroll)
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STAFF: Wade Carroll, Town Manager
BACKGROUND:
At the Regular Meeting held June 17, 2024, Town Council reviewed proposals received for Strategic Planning Services and directed staff to arrange for the Baker Tilly firm to be present at the next meeting to give a presentation in support of their proposal for these services. At the request of Town Council, Ms. Carol Jacobs, Managing Director of Baker Tilly is presenting at this evening's meeting to better explain the scope of the project proposed and answer any questions from Council. Ms. Jacobs will have with her other team members that are charged with the different aspects of the proposal.
DISCUSSION:
On May 20, 2024 Town Manager Carroll requested a future agenda item to begin strategic planning sessions with the Town Council/Board of Trustees for both the Town of Westlake and the Westlake Academy. The request was met with a motion and a second moving the item to the Active Future Agenda Items List at the June 3, 2024 meeting. Staff collected proposals from reputable vendors experienced working with both municipalities and school districts to facilitate the strategic planning sessions, create the strategic documents required and work with staff to develop a work plan to achieve the desired results. Proposals were reviewed and summarized to Council at the June 17, 2024 regular meeting.
Baker Tilly proposed the most robust plan that included speaking with residents, stakeholders, parents and staff, working with the Council through multiple strategic planning sessions, creating a fiscal model and financial sustainability plan that will assist the Town in identifying the revenues ne...
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