A Not for Profit 501(c)3 Corporation
Chartered January 24, 1950
Purpose of the Martin County Taxpayers Association:
"To study the tax situation in Martin County, Florida; to work with Public Officials and Boards toward economy and efficiency in the operation of the Government of Martin County and other political bodies in said County; to improve, extend and place upon a safe and more permanent foundation the general tax program of said communities and county, etc."
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| Kirk Sorenson, Ph.D. |
5596 SE Lamay Dr.
Stuart, FL 34997
772.781.4036
Cell: 561.704.1314
ksor@bellsouth.net |
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| Education: |
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- Ph.D. in Public Finance/Economics; Coursework - Florida Atlantic University, 2002
Dissertation- Public Policy Research Institute. Dissertation Title: Local Land Use Choices: An
Empirical Investigation of Development Impact Fees in Florida. Concentration Areas: Financial
Management, Economics, Quantitative Methods, Community Redevelopment.
- Master of Public Administration; Nova SE University, awarded April 1998.
Concentration Areas: Public Finance, Accounting.
- Certified Government Financial Manager, Association of Government Accountants and the
American Institute of Certified Public Accountants.
- Bachelor of Science; Iowa University, awarded August 1982. Concentration Areas: Financial
Management, Business Administration, Speech & Communications.
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| Instructional Experience: |
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- Adjunct Instructor
- Nova SE University/Florida Atlantic University, 1994 to 2000. Courses: Administrative Process
and Ethics, Introduction to Public Management, Governmental Accounting, Research Methods for
Public Administrators, Statistics, Managing for Excellence in the Public and Non-Profit Sectors,
Management Policies in Public Administration, Growth Management, and Advanced Public
Budgeting and Fiscal Management Techniques.
Broward Community College, Department of Business administration. Courses instructed:
Computer Science, Public Sector Budgeting, Managerial Accounting, Economic Development,
Governmental Financial Analysis, and Statistics.
- Research Associate
- Institute of Government, Florida Atlantic University, August 1992 to February 1995.
Responsibilities included negotiation and development of training modules in quality
management, public finance, infrastructure finance, community redevelopment.
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| Professional Experience: |
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- Government Solutions
Economic, Fiscal, and Planning Consultant
• Fiscal Impact Analyses: Performed several evaluations, focusing on the case study-marginal cost
approach.
• Impact Fees: Provide comprehensive impact fee calculations.
• Extensive experience in conducting transportation and student generation characteristic studies on over 20 different land uses. These data have been used in the development of impact fee
legislation and the creation of land use characteristics.
• Revenue Strategies: Assisted numerous jurisdictions faced with revenue shortfalls.
• Capital Improvement Plans: Addressed level of service deficiencies, debt management, and
infrastructure replacement issues.
• Growth Management Strategies: Integrate land use planning and fiscal sustainability.
• Market and Economic Feasibility Studies: Developed sound investment/marketing strategies for
private and public sector clients.
• Demographic Studies: Provide detail demographic and market analysis based on local growth
patterns.
- Fiscal Planning Administrator/Economist
Martin County, Florida, December 1998 to May 2003
- Fiscal Responsibility: Developed of County-wide financial documents; compilation of budget forms;
furnishing administrative support at public hearings and budget workshops.
Coordinating department staff and budget analysts for monitoring fund activities; reviewing all financial
transactions of the County.
- Economic Responsibilities: Monitored county and regional demographic projections; Responsible for
developing the Economic Plan, Land Use Analysis, and Capital Improvement Plan; Development of a
Comprehensive Strategic Economic Development Plan; Presented strategies on Purchase Development
Rights to the BOCC; Developed a Rural Economic Development Strategy; Participated in a Disaster
Mitigation Avoidance Planning with the Regional Planning Council.
- Planning Responsibility: Drafted county and State CRA/TIF Procedures; Formed and oversees the Tourist
Development Council; Initiated the first Housing Finance Revenue Bond Program in the county; Initiated
a Customer Service Survey Instrument/Training Program; Developed and monitored the Sustainable
Community Indicator Report; Established the Martin County Citizen Engagement Policy; Established a
Balanced Scorecard community involvement approach; Conducted Process Reengineering Training for
over 400 county employees; Participated in the Governors Sterling Quality Initiative and served as a
Senior Sterling examiner; Contributed to the County’s Long-Range Strategic Plan and Business Plan
model; Established a Privatization Model approach for efficiency comparisons.
- Government Contract Management Services
Florida Institute of Government, 1990 - 1998
- Developed incorporation and annexation fiscal impact statements for local government.
Conducted detailed demographic analysis of local, regional, and state governments for Broward County.
Analyzed city and county charter documents for fiscal and revenue implications.
- SSI Technologies, Inc.
Finance Manager, 1984 - 1990
- Directed finance administration activities enabling SSI to retain maximum profits from active USEPA,
Navy, and DoD contracting environments.
Ensured that program managers and department heads were kept appraised of the status and availability
of funds in different government budget accounts.
Responsible for all accounting activities, including financial reporting, financial planning and budgets,
general ledger, cost accounting and tax. Financial support responsibilities including pricing and proposal
evaluation, government compliance, engineering and commercial project accounting, and capital assets.
- Responsible for general accounting, proposal pricing, audit, negotiation, investment management,
program cost/schedule control (including DOD 7000.2 requirements), management reporting, subcontract
analysis, and information processing systems.
Represented company as liaison with Defense Contract Audit Agency (DCAA) and Defense Contract
Administrative Services (DCAS). Controlled all audits conducted by DCAA and prime contractor audit
teams. Responsible for preparation and maintenance of Cost Accounting Standards Disclosure
Statement.
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| Publications & Conferences: |
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- Public Employee Incentive Programs in Local Government.
- SECOPA Conferences and presented the Citizen Engagement Model.
- ABFM Conferences and presented the Necessary Components of a Long-Range Financial Plan.
- GFOA Conferences and presented How to Develop a Capital Planning Process.
- Do We Need an Ethics Ordinance?
- Quality Management Board to discuss quality improvement initiatives.
- Quality Management Initiative Workbook.
- Storm water/Fire-Rescue MSTU Analysis.
- Privatization Process for Local Government Leaders
- Fiscal Conditions Report on Florida Counties.
- Impact Fees Ordinance and Rate Schedule Development Manual
- Developing Fiscal Policies for your City and County.
- 10-Year Long-Term Financial Plan
- Strategic Planning for the Planner
- The Need for a Revenue Manual.
- Forecasting Methods in Local Government
- Underwriting Policies and Debt Management
- How to Hire a Underwriting Syndicate
- Local Government Credit Rating Upgrade Process
- Fiscal Monitoring Tools
- Debt Management Policy
- Special Assessment Procedures
- Industrial Development Bonding Procedures
- Investment Policy for Elected Officials
- Local Government CRA/TIF Procedures
- Customer Service Survey Instrument/Training Program
- Citizen Engagement Policy
- Establish a Balanced Scorecard for Your Community
- Performance Measurement/Benchmarking Reporting
- Employee Incentive Programs
- Annexation Handbook for the County and City.
- Process Reengineering Training Manual
- Governors Sterling Quality Initiative for Senior Executives
- Long-Range Strategic Plan and Business Plan models
- Privatization Model: Approach for Efficiency Comparisons
- Comprehensive Strategic Economic Development Plan
- Purchase Development Rights in the United States
- How to Project Demographic Characteristics
- Rural Economic Development Strategy
- County Capital Planning Policy: A Practical Guide
- Infrastructure Financing Planning
- Local Government Grant Application Procedures
- Special Assessment Activities and Enterprise Activities
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| Other Research Activity: |
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- Papers & Technical Reports before Professional Associations
- Over 20 papers have been presented to Professional Associations. These Associations include:
- American Planning Association
- American Society for Public Administration
- Impact Fee Roundtable
- International City & County Management Association
- Southeastern Conference of Public Administration
- Broward County Visioning Conference
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| Professional Affiliations: |
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- Academy of Management
- American Society of Public Administration
- Section on Budgeting and Financial Management
- Section on Management Science and Policy Analysis
- American Statistical Association
- Government Finance Officers Association
- International City Managers Association
- Florida Quality Council
- American Society for Public Administration - Executive Member
- International City/County Management Association - Certified Public Manager
- National Civic League
- American Planning Association
- Urban Land Institute
- American Society for Quality
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