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SILSBY STRATEGIC ADVISORS, INC.
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Last modified
8/19/2024 3:10:44 PM
Creation date
11/1/2023 4:47:17 PM
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Contracts
Company Name
SILSBY STRATEGIC ADVISORS, INC.
Contract #
N-2023-296
Agency
Public Works
Expiration Date
10/24/2024
Insurance Exp Date
2/14/2024
Destruction Year
2029
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EXHIBIT "A" <br />Strategic Support Services for Multiple Initiatives <br />BACKGROUND <br />The City of Santa Ana (City) is interested in utilizing services to supplement internal resources at a time <br />when the City is tasked with coordinating and facilitating major capital project and operational activities <br />at the same time, while also keeping an eye on future opportunities. The federal and state governments <br />have approved funding for a number of new or enhanced programs and the City desires to better <br />understand funding projections and implementation strategies to maximize the potential for targeting <br />and accessing these funds. Additionally, the City has strategic initiatives — such as the Civic Center <br />Modernization Project - that require specialized, time -intensive efforts in concert with coordination <br />between various other external agencies. The following background provides greater detail on the needs <br />and goals of external services, including proposed categories of support. <br />Growing Need for External Advisory Services <br />The reasons for increased use of third -party owner's representatives (or owner's advisors) are generally <br />driven by a combination of the growing technical complexities and economic risks associated with modern <br />construction projects, the evolution of new and more complex project delivery methods, new and unique <br />funding opportunities, and increased specialization of design professionals who have historically served <br />the role of owner's representative. Additionally, the pandemic has put significant strains on existing public <br />agency staff who are dealing with heavy workloads due to a booming housing market, the inability to fill <br />numerous positions due to a talent war, and the unusually high number of employees leaving the <br />workforce. Thus, both private owners and public -sector awarding authorities are retaining third -party <br />advisors to supplement their internal management and administrative capabilities and address gaps in <br />services rendered by design professionals, land developers, and construction contractors. <br />Broad Range of Skills and Services <br />Given that public agency internal teams have a host of work issues and competing priorities within their <br />areas of responsibility, engaging the services of an owner's representative off -loads significant pressures <br />— especially for highly visible, politically charged projects, and / or fiscally constrained initiatives. The <br />representative filling this role needs to be well versed in key fundamentals of architectural design, <br />engineering, construction and construction field management, economic evaluations, project scheduling, <br />budget development, value engineering, and dispute resolution. Acknowledging the heightened level of <br />community interest and engagement, excellent communication and facilitation skills are also paramount. <br />PROPOSED SCOPE OF WORK <br />Silsby Strategic Advisors, Inc. (or "Silsby Strategic Advisors") will provide "External Support Services" to <br />assist the City with targeting / acquisition strategies for federal funding (as applicable), to produce federal <br />funding projections, and owner advisor services on strategic initiatives - such as the Civic Center <br />Modernization Study - that require specialized, time -intensive efforts in concert with potential <br />coordination between various other agencies. The Scope of Work associated with assisting the City in <br />high-level strategy, summary reports, and follow up strategies for this initiative includes: <br />Page 2 of 11 <br />
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