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1632 Management Partners, Inc.PURCHASING DEPARTMENT /b37"- Tuesday, January 14, 2014 T'RANSMITT'AL MEMORANDUM v "'I C14 ZD ORIGINAL To: Mayor /City Clerk - RE: RFP 12/13 -46 City of Sanford Analysis of Operations & Structure - Management Partners. Inc (Contract) The item(s) noted below is /are attached and forwarded to your office for the following action(s): ❑ Development Order ❑ Final Plat (original mylars) ❑ Letter of Credit ❑ Maintenance Bond ❑ Ordinance ❑ Performance Bond ❑ Resolution El Once completed, please: ❑ Return originals to Purchasing ❑ Return copies Special Instructions: M a- Y4o-l. O rd� Ala From T: \Dept forms \City Clerk Transmittal Memo - 2009.doe ® Mayor's signature ❑ Rec Ekeeping ng endng ' 1 Safe (Vault) e C' ger ❑ Payment Bond ❑ City Manager Signature ® City Clerk Attest /Signature 11LIll Date 1 a_ z AGREEMENT BY AND BETWEEN THE CITY OF SANFORD, FLORIDA AND MANAGEMENT PARTNERS, INC. THIS AGREEMENT (hereinafter the "Agreement ") is made and entered into this day of , 20TIq, by and between THE CITY OF SANFORD, FLORIDA, a Flo ida munic pality, (hereinafter referred to as the "City "), whose mailing address is 300 North Park Avenue, Sanford, Florida 32771, and MANAGEMENT PARTNERS, INCORPORATED, an Ohio corporation which is registered as a foreign corporation and authorized to conduct business in the State of Florida, (hereinafter referred to as "Partners ") whose address is 1730 Madison Road, Cincinnati, Ohio 45206. The City and Partners may be collectively referenced herein as the "parties ". WI TNESSETH: WHEREAS, the City is desirous of improving the efficiency and effectiveness of its operations, and WHEREAS, the City desires to engage Partners to render certain management and analytical services in connection therewith and Partners desires to provide such services, and WHEREAS, this Agreement has been procured in compliance with the controlling provisions of law. NOW, THEREFORE, in consideration of the mutual covenants, promises, and representations contained herein and other good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties hereto agree as follows: Section 1. Recitals. The above recitals are true and form a material part of this Agreement upon which the parties have relied. Section 2. Authority. Each party hereto represents to the other that it has undertaken all necessary actions to execute this Agreement, and that it has the legal authority to enter into this Agreement and to undertake all obligations imposed on it. The person(s) executing this Agreement for Partners certify that he /she /they is /are authorized to bind Partners fully to the terms of this Agreement. Section 3. Scope of Agreement. (a). This Agreement is for performance management consulting services (hereinafter referred to as the "services ") in a satisfactory and proper manner in accordance with direction provided by the City Manager, or his designee, to include all labor and materials that may be required. This Agreement and the work hereunder shall be implemented by work orders issued by the City to Partners. The parties shall agree to the scope of services, compensation and due dates in each work order issued hereunder. 1 11' 1 1, e (b). Partners represents that it has, or will secure at its own expense, all personnel required in performing all of the services required under this Agreement. Such personnel shall not be employees of or have any contractual relationships with the City. All the services required hereunder will be performed by Partners or under its supervision and all personnel engaged in the work shall be fully qualified and shall be authorized or permitted under Federal, State and local law to perform such services. (c). At such times and in such forms as City may require, Partners shall furnish to the City such statements, records, reports, data and information as the City may request pertaining to matters covered by this Agreement. Unless authorized by City, Partners will not release any information concerning the project, including any reports or other documents prepared pursuant to this Agreement. Section 4. Effective Date. This Agreement shall take effect on the date that this Agreement is fully executed by the Parties hereto. Section 5. Compensation. The parties agree to compensation as set forth in work orders issued by the City from time -to -time. Section 6. Standard Contractual Terms and Conditions. Unless specifically excluded in this document, all "Standard Contractual Terms and Conditions ", as provided on the City's website, apply to this Agreement. Such Terms and Conditions may be found at the City's website (www. Sanford FL.gov). Partners specifically agrees to all such terms and conditions. Section 7. Partners' Mandatory Compliance with Chapter 119, Florida Statutes, and Public Records Requests. (a). In order to comply with Section 119.0701, Florida Statutes, public records laws, Partners must: (1). Keep and maintain public records that ordinarily and necessarily would be required by the City in order to perform the service. (2). Provide the public with access to public records on the same terms and conditions that the City would provide the records and at a cost that does not exceed the cost provided in Chapter 119, Florida Statutes, or as otherwise provided by law. (3). Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law. (4). Meet all requirements for retaining public records and transfer, at no cost, to the City all public records in possession of Partners upon termination of the contract and destroy any duplicate public records that are exempt or confidential 21Pat e and exempt from public records disclosure requirements. All records stored electronically must be provided to the City in a format that is compatible with the information technology systems of the City. (b). If Partners does not comply with a public records request, the City shall enforce the contract provisions in accordance with the contract. (c). Failure by Partners to grant such public access and comply with public records request(s) shall be grounds for immediate unilateral cancellation of this Agreement by the City. Partners shall promptly provide the City with a copy of any request to inspect or copy public records in possession of Partners and shall promptly provide the City a copy of Partners' response to each such request. Section 8. Time is of the Essence. Time is hereby declared of the essence as to the lawful performance of all duties and obligations set forth in this Agreement. Section 9. Entire Agreement/Modification. This Agreement, together with the exhibit(s), constitutes the entire integrated Agreement between the City and Partners and supersedes all prior written or oral understandings in connection therewith. This Agreement, and all the terms and provisions contained herein, including without limitation the exhibits hereto, constitute the full and complete agreement between the parties hereto to the date hereof, and supersedes and controls over any and all prior agreements, understandings, representations, correspondence and statements whether written or oral. This Agreement may only be amended, supplemented or modified by a formal written amendment. Section 10. Severability. If any term, provision or condition contained in this Agreement shall, to any extent, be held invalid or unenforceable, the remainder of this Agreement, or the application of such term, provision or condition to persons or circumstances other than those in respect of which it is invalid or unenforceable, shall not be affected thereby, and each term, provision and condition of this Agreement shall be valid and enforceable to the fullest extent permitted by law when consistent with equity and the public interest. Section 11. Waiver. The failure of the City to insist in any instance upon the strict performance of any provision of this Agreement, or to exercise any right or privilege granted to the City hereunder shall not constitute or be construed as a waiver of any such provision or right and the same shall continue in force. Section 12. Captions. The Section headings and captions of this Agreement are for convenience and reference only and in no way define, limit, describe the scope or intent of this Agreement or any part thereof, or in any way affect this Agreement or construe any provision of this Agreement. 3111a; e Section 13. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which, taken together, shall constitute one and the same document. Section 14. Binding Effect. This Agreement shall be binding upon and inure to the benefit of the successors in interest, transferees and assigns of the parties. Each party hereto represents to the other that it has undertaken all necessary actions to execute this Agreement, and that it has the legal authority to enter into this Agreement and to undertake all obligations imposed on it. The signatories hereof represent that they have the requisite and legal authority to execute this Agreement and bind the respective parties herein. Section 15. Remedies. The rights and remedies of the parties, provided for under this Agreement, are in addition to any other rights and remedies provided by law. Section 16. Governing law, Venue and Interpretation. This Agreement is to be governed by the laws of the State of Florida. Venue for any legal proceeding related to this Agreement shall be in the Eighteenth Judicial Circuit Court in and for Seminole County, Florida. This Agreement is the result of bona fide arms length negotiations between the City and Partners, and all parties have contributed substantially and materially to the preparation of the Agreement. Accordingly, this Agreement shall not be construed or interpreted more strictly against any one party than against any other party. IN WITNESS WHEREOF, the City and Partners have executed this instrument for the purpose herein expressed with the signatories below representing and acknowledging, and understanding that the other party is acting in reliance thereto, that they have full and plenary authority to execute this Agreement and bind the party for whom they are executing this Agreement. A Attest: THE CITY OF SANFOR nn By: C4-AVI V� Jeff Triplett Cynthia Porter, City Clerk Mayor / �/ % Dated: Approved as to form and legality for Use and reliance by the City of Sanford, Florida 411) e Attest: (' 1 t � � Arrh C. Paul Treasurer Print Name: STATE OF OHIO COUNTY OF AIg aIVL-L� PARTNERS By: ix 11-1 Gerald E. Newfarmer President & CEO Dated: i — Z — 1 LV The foregoing instrument was acknowledged before me this day of 201Ax/ by as C v of Partners, an Ohio corporate entity, on behalf of the Company. He is personally known to me or has produced , as identification. a'(' nature of Notary Public Print Name: � e r L L L -e e k s f-ea f Notary Public — State of € v My Commission Expires: Commission No.: J51111L 91SO DT Notary Public, State of Ohio My Commission Expires 04-15-2017 I `A 51[ aL)c pin%i% DOCUMENT APPROVAL 1/8/2014 9:41 AM Contract Agreement Name: RFP 12/13 -46 City of Sanford Analysis of 4nXa in & S t e- Management Partners Inc, cna Date Finan ce Director iI lriiy Attorney r tMl Date /000- q 15 P4 Date ' 0 ' WS _x_ RM tem No. w S am G ' CITY COMMISSION MEMORANDUM 1 3.246 l� DECEMBER 9, 2013 AGENDA A TO: Honorable Mayor and Members of the City Commission PREPARED BY: William Smith, Purchasing Manager SUBMITTED BY: Norton N. Bonaparte, Jr., City Manager SUBJECT: Discussion Regarding Evaluation Shortliste irms and Selection of Firm to Perform Management Analysis of Operati; ns and Structure of the City Government SYNOPSIS: Evaluation, Selection and Approval of award to the selected Firm, is requested. FISCAL/STAFFING STATEMENT: The cost of the proposal is $ Commission. BACKGROUND: or as negotiated if directed by the City On August 1, 2013, RFP 12/13 -46 was advertised to solicit proposals from firms to provide the subject study. After review and scoring, three firms were deemed to be on the "short- list" to provide presentations to the City Commission. On November 18, 2013, each of the three firms made a presentation as indicated above. The three shortlisted firms and their proposal prices are: Berkshire $128,500 Munilytics $102,250 Management Partners $ 99,900 Since the solicitation was in the form of an RFP, negotiations may be conducted in the order of ranking. LEGAL REVIEW: No legal review requested of the City Attorney. RECOMMENDATION: It is staff's recommendation that the City Commission approve award of a contract for the identified services with the highest ranked firm. 0 ' City of Sanford Florida — Purchasing Division 300 N. Park Avenue (P.O. Box 1788) Sanford, Florida 32701 Phone: 407.688.5028 FAX: 407.688.5021 email: bill.smith @sanfordfl.gov Date Issued: August 1, 2013 Request for Proposals Bids Number: RFP 12/13 -46 Title: City of Sanford Management Analysis of Operations and Structure Opening Date: August 22, 2013 at 2:00 p.m. (Non - public Opening) The City of Sanford, Florida hereby requests sealed proposals from qualified firms to provide Management Analysis of Operations and Structure of the City Government as provided by the terms, conditions and specifications contained in this request for proposals. Responses will be received by the City of Sanford, Florida, at the office of Mr. F. William Smith, Purchasing Manager, 300 North Park Avenue, Room 236, Sanford, Florida, until August 19, 2013 at 2:00 p.m., at which time the Proposals will be opened and the names of the firms who provided responses made public. Submission Documents, addenda, short lists, tabulation reports, awards, etc. may be found and downloaded from the web site: www.myyendorlink.com select register and complete that process. Then, under agency select — City of Sanford then click on search solicitations; scroll down to the bid number indicated and click on the magnifying glass in blue. Submissions delivered after the date and time indicated above will not be opened or otherwise considered. Please note that facsimile, telegraph, email submissions will not be considered. Any uncertainty regarding the time a proposal is received by the City of Sanford will be resolved against the proposer. Black- out - period: It is noted that attempts to contact City Commission members, members of the Evaluation and Selection Committee or City officials and employees other than through the City of Sanford Purchasing Manager during this procurement process is contrary to the public interest and may result in disqualification of a responding firm. Proposals are not publically opened. However, at the time of the opening the City will reveal the names of the proposers. No other information will be released until an award is announced. Persons with disabilities needing assistance to participate in any of these proceedings should contact 407.688.5025 at least 48 hours in advance of the meeting. Respectfully, F. William Smith, Purchasing Manager k 0 =3 C f k rn _ 4 q 5 R G ri) c ° G a ƒ \ z 2 @ § § o n ui / G Q q Q R G k § \ ƒ z e \ 7 wCL � ® e z k t e 2 q Q 5 r LU a LL \ o = / C a F S 2 § Q < 5 Q @§ to fo J 2 � _ 7 w O S IL CO 0 � LL E kCD CD ° 2 c 2 O 4 w 7 2 ) p k ka C 2 CO ' . / � E % $ E 0\ f/§ f 2 § o E E $ o f 2 m t (D iR0\ LL 2 £� f k CO) .§ 7 k § » M 0. f 0 7 co £ ® O S2 2 +kcm / 2 / £ CD a) @ S 2 § cm ca c _ a k § / § _ k / 0 7 0 se ° r° $ L A\ e « 0� 5\ k k k ƒ E ®) @E@ °� \ tk E E/ � � � ° 7 � ch - k @ k> § k// m k® o 2 e Q f c f ems: 2 e z $ ƒ � B = § # F 2 $ § § / 2 > � o m= m R E < e $ 7 t E § a � _ � � m PROPOSAL TO CITY OF SANFORD FOR MANAGEMENT ANALYSIS OF OPERATIONS AND STRUCTURE RFP # 12/13 -46 August 22, 2013 Manager Partners PROPOSAL SUBMISSION FORM PART 1 GENERAL 1.01 Description The following Submission in response to the solicitation: (1) City of Sanford Management Analysis of Operations and Structure RFP 12/13 -46, is hereby made to The City of Sanford, Florida. This Proposal is submitted by (2) Management Partners 1730 Madison Road Cincinnati OH 45206 513 - 861 -5400 inewfarmer @managementpartners.com (1) Title and Solicitation number of Bid /Proposal Name of Project as shown in the Invitation (2) Name, address, telephone number and email address of Proposer 1.02 The Undersigned: A. Acknowledges receipt of: Addenda: Number 1 Dated August 6, 2013 Number 2 Dated August 8.2013 B. Has examined the specifications, requirements and all Solicitation Documents and understands that in submitting his Response , he /she waives all right to plead any misunderstanding regarding the same. C. Agrees: 1. To hold this Proposal open for 90 calendar days after the opening date. 2. By signing this document the BIDDER /OFFEROR hereby agrees to be bound by the specifications, terms, conditions, scheduling, pricing and representations as stated and submitted with this bid form and any subsequent negotiations. However, it is understood that the City reserves the right to declare any response or part(s) thereof nonresponsive if exceptions to specifications, terms, conditions, etc. of the solicitation are not acceptable in the opinion of the City to meet the requirements of said solicitation. 3. To enter into and execute a contract with the City if awarded on the basis of this response. 3. To accomplish the performance required in accordance with the Contract Documents and /or purchase order. 1.03 Please attach sheets which contain your response to this form. The response is to reflect line Item pricing of recommended equipment reflecting optional add -on's and other relevant Information. a 3 1.04 SUBMITTED, signed and sealed this day of d�, Management Partners Bid r/O ?� 'z By (Signature) Date Gerald E. Newfar er, President and CEO Printed Name and Title 1730 Madison Road Business Address Cincinnati, OH 45206 (CORPORATE SEAL) City State Zip Code 513- 861 -5400 513 -861 -3480 Telephone No. Facsimile No. Comments: MARK THE EXTERIOR OF ENVELOPE CONTAINING YOUR BID RESPONSE: YOUR COMPANY NAME & ADDRESS AS THE RETURN ADDRESS ADDRESS OR DELIVER TO: William Smith, Purchasing Agent; City of Sanford P.O. Box 1788 (300 N. Park Avenue, Room 236); Sanford, FL 32772 IN UPPER LEFT CORNER OF ENVELOPE, PROVIDE THE FOLLOWING: RFP 12113 -46 City of Sanford Management Analysis of Operations and Structure Open Date: August 22, 2013 Open Time: 2:00 p.m. Management Partners August 22, 2013 Mr. F. William Smith Purchasing Manager City of Sanford 300 N. Park Avenue Sanford, Florida 32701 Dear Mr. Smith: The City of Sanford's plan to conduct an organization -wide analysis of operations and structure can provide a significant return on investment through increased efficiency, alignment with strategic goals, and a more effective structure. Management Partners is highly qualified to assist in successfully identifying and implementing realistic recommendations to accomplish the City's project goals. Although we will discuss our understanding of the project and approach in more detail in the attached proposal, in summary it is our understanding that the City wishes to conduct an in- depth analysis of the operations and structure of all existing departments. The goal is to identify strategies to provide high quality core services in the most cost - effective manner. Management Partners is a professional management consulting firm specializing in helping local government organizations meet service demands, improve effectiveness, and streamline operations. Our clients benefit from the expertise of professionals with extensive experience in all aspects of public management as well as knowledge of how the best jurisdictions in the country provide services. Two distinctive qualities make Management Partners' project approach especially valuable to our clients. First, our team includes a number of subject matter experts with distinguished careers in local government. This allows us to analyze the feasibility of potential enhancements within the unique circumstances of each of the major departments such as police and fire. Second, we emphasize employee engagement, creating avenues for all employees to play a role in identifying opportunities for improvement. As President and CEO of Management Partners, I am the firm's authorized representative. I can be reached in our Cincinnati office (address, phone and fax numbers below) and via email at Newfarmer (a�managementpartners.com. We would be pleased to answer any questions you may have about this proposal or about Management Partners. Sincerely, V041 Gerald E. Newfarmer President and CEO 1730 MADISON ROAD • CINCINNATI, OH 45206. 513 8615400 • FAx 513 8613480 MANAGE MENTPARTNERS.COM 2107 NORTH FIRST STREET, SUITE 470 • SAN JOSE, CALIFORNIA 95131.408 437 5400 • FAx 408 453 6191 3152 RED HILL AVENUE, SUITE 210 • COSTA MESA, CALIFORNIA 92626.949 2221082 • FAx 408453 6191 Table of Contents Section 1 - Firm Description ................... ............................... Section 2 - Firm Experience .................... ............................... Section 3 - Scope of Services ................. ............................... Section 4 - Project Team Qualifications . ............................... Section 5 - Exceptions ............................. ............................... Conclusion................................................ ............................... Attachment A - Proposed Project Schedule ......................... Attachment B - Project Team Resumes . ............................... Attachment C - Required Forms ............. ............................... ................. ..............................1 ................ ............................... 5 ................ ............................... 9 .............. ............................... 21 .............. ............................... 25 .............. ............................... 25 .............. ............................... 27 .............. ............................... 29 .............. ............................... 39 City of Sanford Management Analysis of Operations and Structure Management Partners was founded in 1994 with a specific mission to help local government leaders improve their service to the public. We are a national consulting firm headquartered in Cincinnati, Ohio, with offices in San Jose and Orange County, California. We have a well - established track record of helping public sector organizations throughout the United States, including all of the services provided by cities, counties, towns, and special districts at the local level. During our 19 years of service, we have earned a national reputation by delivering quality, actionable work products to our clients. We bring extensive experience to this project, along with first -hand knowledge of local government operations. We are distinguished by the fact that each team we assign is led and staffed by associates who have actual experience in direct public service and experience working together as a team. The work we do is not an academic exercise; it is grounded in the real world of customer service and accomplishment in the public sector. As a result, we have a bias for producing value -added work for each client that will be actionable, and will be implemented. The firm is staffed with more than 60 professionals who are experienced public service managers, as well as qualified management consultants. This group includes generalists as well as subject- matter experts. Our consultants have years of experience working in all aspects of local government management and have built a track record of extraordinary quality service for our clients. The firm has extensive experience helping improve both the efficiency and effectiveness of local government services. We have completed organizational staffing and improvement projects in virtually every type of local government service, including reviews of entire governments as well as selected studies of individual departments and functional activities. Management Partners' services include everything required to support a local government leader, elected or appointed. Our full range of services includes the following: • Organizational Analysis and Performance Audits — Also called efficiency studies and organizational reviews, identifies improvements to an operation's efficiency and effectiveness. • Performance Management — Encompasses a wide range of management tools that can be and often are developed independently of one another, including: performance management and measurement, process management, performance budgeting, employee performance evaluation and strategic and process benchmarking. • Process Improvement — Examines the processes by which customers are served, an important technique for developing a program for operations improvement, including process mapping. • Strategic and Business Planning — Can be an important tool for focusing the efforts of an organization and fostering communication between leaders, staff and important stakeholder groups. • Financial Planning. Budgeting and Analysis — Assists clients in analyzing their finances and planning for the effective and efficient use of taxpayer or customer dollars. • Organizational Development and Training — Helps clients develop organizational capacity, a key to developing high performance organizations. Services include Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure executive coaching, customer service training, employee and customer surveys and conflict management workshops. • Sharing and Consolidation of Services — Offers a more efficient way to provide services, particularly on a regional basis. Options range from the complete integration of previously separate jurisdictions to sharing or consolidating the management of individually delivered services and operations. • Interim Management — Assists government leaders by providing executive staff during transitional periods. Rather than just "keeping the chair warm," our interim managers provide value -added services during their tenure. • Executive Recruitment — Identifies top candidates for chief executive officer positions and department director level jobs in local governments. We are also experienced in executive management facilitation, having facilitated numerous council /board and management team workshops and meetings. We have designed and led many civic engagement projects of a broader nature, often in conjunction with strategic planning projects. We are specialists in performance management and led the creation of the International City /County Management Association's (ICMA) Center for Performance Measurement. In addition, we have supported many local governments (cities, counties and towns) in the design and implementation of jurisdiction- specific performance management programs. Staff development and training is always a priority, especially in the area of performance measurement, where we have trained well over 100 jurisdictions throughout North America. Financial and business planning is an important part of our work and assisting local governments in addressing the effects of the recent recession has been an area of major emphasis. Working with cooperating local governments to identify and implement shared service delivery has also been an area of particular competence, especially in the current economic environment. We offer a balance of perspectives with a practitioner's bias and a proven track record of successful consulting engagements. This experience gives us a sensitivity that produces positive outcomes. Each of our projects is individually tailored to the unique needs of the client. We have a deep understanding of the service environment of local government and we are proud to say that as a result of our quality work, many of our clients ask us to complete subsequent assignments. We have a track record of successfully analyzing the operations of complex local government organizations resulting in the implementation of recommendations that have materially improved the long -term effectiveness and efficiency of operations. This includes numerous organizations where many or all employees are subject to employee collective bargaining agreements. As you will see in our work plan, we are committed to assisting the implementation of identified recommendations, and will identify and plan for constraints to implementation, including statutory, regulatory, and organizational culture. As noted in the transmittal letter, several features of Management Partners' approach to an organizational review project are unique. Our project team is staffed with professionals who have actual experience serving in local government, rather than simply careers as consultants. Moreover, our project team includes nationally recognized experts in the major areas of public service provided by the City of Sanford, police, fire, and public works. These experts bring the perspective of practical operational experience to enrich the analysis we provide to improve the efficiency and effectiveness of organizations. 2 Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure In addition, we include a significant employee engagement dimension to our project work. While the understanding of the work of the organization can (and normally does) come from engagement of managers and specialized staff personnel, our experience is that front -line employees have much to offer about ways that the government can work better. We therefore include both a survey and focus groups as mechanisms for their input. Finally, our bias for implementation isn't just tested approach to implementation planning emphasis on implementation. Our experience work that will come from this project with implementation. Management Partners, Inc. something invented for this proposal; our time - fits perfectly with the City of Sanford's RFP helping management incorporate the additional current responsibilities will ensure successful City of Sanford Management Analysis of Operations and Structure Management Partners specializes in providing quality professional consulting assistance to local government clients. Our website, www.managementi)artners.com contains information about our clients, and you are welcome to contact any of them about the quality of our work. We believe our record of completing similar projects on time and on budget, with quality deliverables specifically designed to be implemented, make Management Partners well qualified to execute this work for the City of Sanford. Experience To give you an idea about the breadth of Management Partner's experience, the following is a list of clients we have assisted in the last three years, many of whom have hired us for more than one project. The vast majority of these projects have included organizational or financial analyses to improve processes and service delivery. Alachua County, Florida Alameda, California Alameda County, California Albany, California Amberley, Ohio Anaheim, California Atherton, California Aurora, Colorado Bay Area Air Quality Management District, California Bellevue, Washington Bellflower, California Bellingham, Washington Berkley, California Beverly Hills, California Blue Ash, Ohio Boone County, Kentucky Bothell, Washington Brentwood, California Brunswick, Ohio Burbank, California Capitol Region Council of Governments, CT Carson, California Centre Region Council of Governments, Pennsylvania Ceres, California Chatham County, Georgia Chevy Chase, Maryland Cincinnati, Ohio Cincinnati Museum Center, Ohio Coastside Water District, California Colerain Township, Ohio Columbia Association, Maryland Columbus, Georgia Concord, California Contra Costa Transportation Authority, California Cortlandt, New York Costa Mesa, California Covington, Kentucky Cypress, California Management Partners, Inc. Howard County, Maryland Huber Heights, Ohio Hyattsville, Maryland Indian Hill, Ohio lone, California Jacksonville, North Carolina Jefferson County, Kentucky Johnson County, Kansas Kansas City, Missouri" Kenton County, Kentucky Kids Central, Florida King County, Washington Kirkland, Washington La Habra Heights, California La Palma, California La Puente, California Laguna Beach, California Lake Oswego, Oregon Lancaster, Pennsylvania Largo, Florida Las Vegas, Nevada Lenexa, Kansas Lexington, Kentucky Livermore, California Long Beach, California Los Angeles, California Loudoun County, Virginia Louisville, Kentucky Manchester, Connecticut Mansfield, Connecticut Mansfield Downtown Partnership, Connecticut Mariemont, Ohio Marin County, California Martinez, California Mason, Ohio Menlo Park Fire District, California Merced, California Miami Valley Risk Management Association, Ohio Middleton, Ohio Milpitas, California Rancho Cordova, California Rancho Palos Verdes, California Redondo Beach, California Redwood City, California Regional Economic Area Partnership, Kansas Reno -Tahoe Airport Authority, Nevada Reno - Sparks Convention and Visitors Authority, Nevada Renton, Washington Rio Rancho, New Mexico Riverside County, California Rosemead, California Sacramento, California Sacramento Area Council of Governments, California Sacramento County, California San Bernardino, California San Diego County Cities, California San Diego State University, California San Francisco Municipal Executives Association, California San Joaquin Valley Library System, California San Jose, California San Juan Capistrano, California San Mateo, California San Mateo County, California San Mateo Transit District, California Santa Barbara County Association of Governments, California Santa Clara, California Santa Clara County, California Santa Clara Valley Water District, California Santa Cruz, California Santa Fe, New Mexico Santa Monica, California Sarasota County, Florida Seal Beach, California City of Sanford Management Analysis of Operations and Structure Dakota County, Minnesota Davis, California Dayton, Ohio Deer Park, Ohio Derby, Kansas Dublin, California DuPage County Forest Preserve, Illinois El Cerrito, California El Monte, California Fairfax, California Fairfield, California Fairfield, Ohio Fairview Heights, Illinois Fillmore, California Florence, Kentucky Franklin County, Ohio Fremont, California Fresno, California Fresno Chamber of Commerce, California Gainesville, Florida Garden Grove, California Glendora, California Goleta, California Government Cooperation and Efficiency Project, Ohio Gulf Shores, Alabama Hamilton, Ohio Hamilton County, Ohio Hamilton County Job and Family Services, Ohio Hampton Roads Partnership, Virginia Harrisburg, Pennsylvania Hillsborough, California Housing Authority of Santa Clara County, California References Mission Viejo, California Modesto, California Monterey County, California Montgomery, Ohio Morro Bay, California Mountain View, California Mountlake Terrace, Washington Muhlenberg Township, Pennsylvania Murietta, California Napa, California Nashville, Tennessee New Haven, Connecticut Newport Beach, California North Las Vegas, Nevada North Port, Florida Novato, California Oak Brook, Illinois Oakland, California Ojai Valley Sanitation District, California Oklahoma City, Oklahoma Orange County, California Orinda, California Oro valley, Arizona Pacific library Partnership, California Painesville, Ohio Palo Alto, California Palos Verdes Estates, California Paradise Valley, California Peninsula Family Services, California Petaluma, California Phoenix, Arizona Pinellas County, Florida Pittsburg, California Pottstown, Pennsylvania Sedgwick County, Kansas Shawnee, Kansas Silverton, Ohio Solano Irrigation District, California Soledad, California Sonoma County, California Sonoma Valley Fire and Rescue, California Southern California Association of Governments, California Southwest Ohio Fire Benchmarking Consortium Springdale, Ohio Springfield, Oregon St. Louis Park, Minnesota St. Paul, Minnesota Stockton, California Sunnyvale, California Surprise, Arizona Sycamore Community Schools, Ohio Tacoma, Washington Tolland, Connecticut Tracy, California Tyler, Texas University Place, Washington Vallejo, California Ventura County, California Villa Park, California Washoe County, Nevada Westerville, Ohio Wilsonville, Oregon Windsor, California The Woodlands, Texas Woodside, California Worthington, Ohio Yuba City, California Yuma, Arizona Covington, Kentucky Management Partners conducted a review of the organization and operations of the government of the City of Covington, Kentucky. In doing so, we applied best practices knowledge in the search for opportunities for improvement. Separate analyses were completed for the Police Department, Fire Department, Community Development, Housing and Code Enforcement Departments, the Department of Public Infrastructure, Finance Department and the Office of the City Manager (the latter included an overview review of the structure of the government). This work was completed as a key part of an overall initiative to reform the operations of the government under the guidance of the Mayo r, City Commission and City Manager. The review included every aspect of departmental operations, including organization, staffing, use of performance metrics, allocation of staff to specialized units and the application of industry best practices. Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure Client Contact: Mr. Larry Klein, City Manager Covington City Hall 638 Madison Avenue Covington, KY 41011 (859) 292 -2134 February 2012 to April 2013 Pinellas County, Florida Management Partners has completed several projects for Pinellas County in the last two years, reflecting the range and diversity of the general management consulting skills the company offers local government leaders. The County retained Management Partners to conduct a review of the operations and business processes of its Community Development Department. The purpose of the review was to assess the department's effectiveness in managing various housing assistance and loan programs, consistent with industry best practices and financial processes. We conducted the analysis through a series of facilitated focus groups in which department staff and Management Partners' project team reviewed each business process, developed alternative processes designed to operate more effectively and efficiently, and provided operational and structural improvements based on the revised processes. Subsequently, the County expanded the project scope to include a review of the structure and operations of the Housing Finance Authority, the staffing for which is integrated with the Community Development Department. The additional review resulted in a recommendation that the current structure was the most effective alternative but that some operational changes would eliminate the various issues that gave rise to structural and governance issues. The Community Development Department, Housing Finance Authority, and Board of County Commissioners accepted the recommendations and are in the process of implementing them. Subsequently, the County retained Management Partners to assist in preparing to engage in shared services with other local governments. The assignment was to review services to prepare the County to offer to and /or contract with other local governments to share service delivery. That preparatory work has just been concluded. Client Contact: Mr. Robert LaSala, County Manager 315 Court Street Clearwater, FL 33756 (727) 464 -3485 January to June 2013 Santa Ana, California Management Partners was engaged in 2011 to conduct a review of the organization and operations of the government to develop recommendations to allow Santa Ana to continue to provide services within its projected resource capacity. We conducted interviews with elected, appointed and labor leaders and collaborated with a project steering committee to identify alternatives for analysis. We also reviewed each labor association's memoranda of understanding to identify significant cost drivers. As part of the project, a ten -year financial perspective, including a five -year forecast, was developed to show the magnitude of the City's budget challenges. Our analysis resulted in 47 recommendations in three areas: new revenues, service delivery model changes and compensation changes. If implemented, the recommendations would improve Santa Ana's financial condition by at least $24 to $27 million Management Partners, Inc. 7 City of Sanford Management Analysis of Operations and Structure annually. The analysis identified several targeted opportunities for contracting, including zoo operations and fire service. The City issued a request for proposals for zoo operations and recently approved contracting for fire service with the Orange County Fire Authority, which will save approximately $10.5 million annually. Following the retirement of the incumbent city manager, the firm was asked in 2013 to review the work from two years ago to identify those actions that were implemented and those that remained to be implemented, update the long -range financial plan, and provide a roadmap for implementation. The firm was also asked to assist the elected and appointed leaders in the development of a strategic plan, including significant community engagement. Client Contact: Mr. Kevin O'Rourke, Interim City Manager 20 Civic Center Plaza, 8th Floor Santa Ana, CA 92701 (714) 647 -5200 March 2011 to present Largo, Florida Management Partners was retained by the City of Largo to analyze the development review and permitting services operations and business processes. The work included conducting interviews with staff and stakeholders, developing "as is" process maps as well as "to be" process maps to streamline processes. Management Partners also facilitated a three -day process improvement session with Largo City employees most familiar with development review processes and procedures. Another component of our work was to identify requirements for a new permitting system, which the City will use in its request for proposals. The recommendations identified actions to make the processes more efficient for staff and more business friendly for customers. Client Contact: Ms. Carol Strickland Director, Community Development Department 201 Highland Avenue Largo, FL 33770 (727) 586 -7490 October 2012 — August 2013 Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure 4 Our Understanding of the Project From our knowledge of the City of Sanford and the scope of services described in the RFP, we understand that management desires a thorough analysis of the operations and structure of all City departments to identify strategies for providing high - quality, cost - effective services. Our role will be to analyze the operations and current organizational structure of all City departments and make recommendations so the City can increase departmental efficiency in a cost - effective manner based on best practices. We will perform a comprehensive analysis of existing services, operations, organizational structure, and current staffing to identify those services which are critical and to recommend ways to deliver these services more efficiently. The project will include the following elements: • Work with the City Manager's Office to outline the organizational analysis process. • Finalize the draft timeline for successful completion of the project. • Review department service delivery models and recommend alternative models that will maintain or improve those services identified as crucial while lowering costs. Some of the strategies we will evaluate for use include: • Identification of relevant best practices • Evaluation of existing service levels o Potential elimination of services • Combining /consolidating services within the City's organizational structure • Entering into service agreements with other municipalities, agencies, or districts • Outsourcing /privatization of services o Centralization of services o Alternative revenue sources to fund public safety needs • Prepare an analysis of department staffing. Areas of consideration will include: o Staffing and workflow o Workload • Skill levels • The potential to reduce, combine, or add positions • Departmental manager -to- employee ratio and spans of control • Prepare an analysis of departmental organizational structure to determine if restructuring might achieve efficiencies. Strategies we will consider include: • Combining departments /divisions • Appropriate span of control • Inter- and i ntra- departmental workflow • Flat vs. hierarchal organizational structures o Centralized and decentralized models o Eliminating departmental and divisional silos and redundancies o Benchmarking with other appropriate municipalities. o Potential revenue enhancements, including possible fee schedule adjustments • Conduct a meeting with the City Manager's Office to discuss preliminary observations and sample organization structures. • Recommend potential changes to the organization to meet the goals of this project. At the conclusion of the analysis, we will provide a written report that includes a prioritized list of recommendations supported by analysis and clearly defensible justification, as well as a cost benefit analysis for any funding required for implementing a particular recommendation. Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure Management Partners always includes a second deliverable with the final report, a draft implementation action plan (see Activity 6 in the Work Plan below). The Implementation Action Plan includes: • Implementation steps, • Priority of each recommendation • Management accountable for implementation, • Time to complete information, along with guidance for integrating this new work with the other work priorities of Sanford managers, • Anticipated impediments, and • Strategies to address impediments. The Implementation Action Plan will also consider the requirements of collective bargaining agreements. Work Plan Based on our experience and our understanding of the needs of Sanford as outlined in the RFP, we have prepared a detailed plan of work. This framework is amenable to refinement to emphasize matters of particular interest to management. Activity 1: Start Project Management Partners will begin this project with a careful learning phase, starting with a planning meeting with the City Manager's Office to ensure that we have a sequence of events and schedule that will fit appropriately with the policy needs and tempo of events. During the kick -off meeting we will confirm and review the work plan and schedule of key deliverables. The project start-up activity will form the foundation for the partnership between our project team and the City. In addition to covering logistics such as who should be interviewed and communication protocols, we will discuss the approach and timing of this project in relation to other activities in the City to plan for a smooth interface between our work and the regular work of the enterprise. We understand that the effort associated with this study is in addition to the normal work and must be integrated in a way that minimizes disruption. Throughout the project we will keep you informed of our progress, observations, and initial recommendations. Activity 2: Review Government Structure, Staffing, Business Processes, Operations As a result of working with a variety of local governments to help them best use their resources, Management Partners has extensive knowledge about best practices in jurisdictions throughout the country. Using that data and other pertinent sources, we will gather best practices that may have application in the City of Sanford and examine each service and program to identify potential areas for improvement. During this activity, Management Partners will review and analyze the City's existing policies, procedures, strategies and history. Through this analysis, we will identify how well the current policies and procedures promote operational sustainability and make recommendations based on that analysis. One of the first steps in the analysis will be to interview all of the City policy - makers and members of the senior staff to learn their perceptions, to hear their ideas, and obtain their suggestions about areas for attention, including ideas that perhaps have been suggested in the past but were not acted upon. 10 Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure We will also conduct four employee focus groups to gather information on those elements that are working well and where there may be opportunities for improvement. Our focus group facilitators are skilled in managing small group discussions, drawing out issues and concerns, and encouraging solution- oriented thinking. In addition, we will design and issue a citywide employee survey to solicit feedback about management systems and service delivery processes, giving all employees the opportunity to be engaged in the improvement process. There is no doubt that the leaders of the government know opportunities and have ideas to pursue, which we will combine with our own knowledge of local government best practices (including reforms that have been implemented or considered in other cities) to create a preliminary list of opportunities for improvement. Activity 3: Analyze Service Delivery Processes Using the information gathered during Activity 2, we will review department service delivery models to identify alternative approaches that will maintain or improve services while lowering costs. For this analysis we will research relevant best practices, evaluate current service levels, identify discretionary services that could be reduced or eliminated, find opportunities to consolidate services within the City's organizational structure or enter into service agreements with other agencies, recognize outsourcing /privatization opportunities, and research alternative revenue sources to fund public safety needs. Management Partners has considerable experience identifying, analyzing and assisting with the implementation of alternative service delivery approaches, including those mentioned above. Each type of service, however, is unique and producing quality service for the residents of Sanford demands individual consideration of the best techniques available, conceptually and locally. Moreover, implementation planning must take into account the value of maintaining a well- trained, committed workforce for the hard times as well as the good times. Thorough evaluation thus requires careful consideration of both immediate and long -term consequences. Activity 4: Analyze Departmental Staffing In the context of our understanding of the City's policies, procedures, and processes, we will analyze departmental staffing and workflow, departmental workload and the distribution of tasks, and position skill level needs. The goal of this analysis will be to determine optimal staffing to maintain services while keeping costs as low as possible. Recommendations may include suggestions to reduce, combine, or add positions. We will also identify standards for manager -to- employee ratios in departments and spans of control. It is noted that a general purpose local government is analogous to a private sector conglomerate company, in that it consists of many different "lines of business." For superior performance the specialties of police service, fire service, public works, community development and the like each require professionals whose life's work and training are committed to those specialties. Accordingly, while the Management Partners project team is staffed with generalists who have often completed the type of organizational analysis called for by the City of Sanford, our team also includes subject matter specialists for the key department reviews to provide for more thorough understanding and analysis and for the additional credibility by the professionals in the departments being reviewed. Activity 5: Analyze Organizational Structure Next we will look at the structure of the organization and its component departments, with our understanding of the potential future staffing needs as a basis. We will compare the existing Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure structure with the needs identified in activities 3 and 4, and look for opportunities to improve through restructuring or alternate service delivery models. Strategies we will consider include combining departments or divisions, recalibrating spans of control, making changes to inter- and intra - departmental workflow, comparing flat and hierarchal organizational structures, applying centralized or decentralized models, and eliminating departmental redundancies. We will look at other high - performing and appropriate municipalities for approaches that would work in Sanford. Lastly, we will review the level of cost recovery and make recommendations for potential revenue enhancements, including possible fee schedule adjustments. Activity 6: Summarize Observations and Initial Recommendations When we have completed our review of the organization, our focused research into applicable best practices and the analysis of operations, staffing, and structure, we will summarize our observations and identify the opportunities for improvement. We will prepare a summary of the results of our work for review with the City project management team. Our observations and subsequent recommendations will be organized in an easy to understand format and presented in a positive and productive manner. Activity 7: Report Results Once we have received feedback on the ideas for improvement and the business opportunities they represent included in the summary reviewed in Activity 6, we will prepare a draft report containing the analysis and recommendations. As noted below, the draft report will be submitted for review by the City. Then with the City's feedback in hand, Management Partners will prepare the final report that includes a prioritized list of recommendations supported by analysis and clearly defensible justification, as well as a cost/benefit analysis for any funding required for implementing a particular recommendation. Reports prepared by Management Partners are rich in detail, with recommendations supported by quality analysis. We take pains to ensure that our observations and subsequent recommendations are organized in an easy to understand format and presented in a positive manner. We undertake several discrete steps to ensure quality control. The first is to prepare a draft report for management to review to assure that facts are accurate and ideas are presented clearly. Management Partners retains responsibility for its professional recommendations but we expect that vetting the draft report with management improves its utility. In addition to vetting the report for accuracy the draft review provides an opportunity to discuss the recommendations and to identify implementation issues. Management Partners is committed to recommending actions that result in meaningful operational improvements and can be implemented in the real world. Once comments have been received, the final project report will be prepared, subjected to a rigorous peer review, and then transmitted to you. Activity 8: Support Implementation Management Partners has a strong bias for action. Our reports and resulting recommendations become tools for priority setting, and for the development of department and division work plans. In addition to the final report, we will prepare a draft Implementation action plan incorporating each recommendation in the memorandum. The draft action plan sets forth the steps required for implementation, assigns responsibility for action, an assigned priority level (immediate, near- or long -term) for each recommendation, and a task time for completion. We 12 Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure will also point out any potential impediments to implementation and propose strategies to address those impediments. The action plan is prepared as a draft and becomes final once directors and managers integrate the action steps into their actual plans of work and replace the estimated task time /priority with actual dates for planned completion. Hours by Activity Some of the project director's hours are included in the category "Other" above. We anticipate the Project Director will spend an additional 20 to 40 hours on the project. These are included in the not -to- exceed price. The remaining hours are for report production support. 2Implementation support will be assigned on an ad hoc basis, depending on specific needs of the organization, but are included in the not -to- exceed price in the cost proposal. A proposed timetable, with milestones, is included as Attachment A. Using the work plan above with a start date of October 7, 2013, we can have a draft report prepared by January 1, 2014 and a final draft one month later, as stipulated in the RFP. We expect to refine this schedule with you during the project start-up (Activity 1) as discussed previously. Approach and Methodology While the work plan outlines the organizational analysis plan, below we have included guidelines we use in performing the organizational analysis. Management Partners has extensive experience with similar work and is prepared to assist the City of Sanford with all elements of the scope of work as identified in the RF P. We make a commitment to quality and timely performance with each client we serve. As local government professionals, we know that the value we add for a client is based on our ability to produce results that will be implemented. All of our work is focused on that outcome. The essentials of our project management approach are summarized below, including the specifics of work planning, execution, and the importance of our built -in quality assurance elements and focus on ultimate implementation. Management Partners, Inc. 13 Project Activity Manager Advisors Advisors Other' Total 1: Start Project 4 - - 4 1 8 2: Review Government Structure, Staffing, Business Processes, Operations 20 52 90 - 162 3: Analyze Service Delivery Processes 6 36 78 - 120 4: Analyze Departmental Staffing 10 28 54 - 92 5: Analyze Organizational Structure 10 30 58 - 98 6: Summarize Observations and Initial recommendations 20 10 18 4 52 7: Report Results 28 1 18 10 10 66 8: Support Implementation TBD TBD 12 2 14 Totals 98 174 320 20 612 Some of the project director's hours are included in the category "Other" above. We anticipate the Project Director will spend an additional 20 to 40 hours on the project. These are included in the not -to- exceed price. The remaining hours are for report production support. 2Implementation support will be assigned on an ad hoc basis, depending on specific needs of the organization, but are included in the not -to- exceed price in the cost proposal. A proposed timetable, with milestones, is included as Attachment A. Using the work plan above with a start date of October 7, 2013, we can have a draft report prepared by January 1, 2014 and a final draft one month later, as stipulated in the RFP. We expect to refine this schedule with you during the project start-up (Activity 1) as discussed previously. Approach and Methodology While the work plan outlines the organizational analysis plan, below we have included guidelines we use in performing the organizational analysis. Management Partners has extensive experience with similar work and is prepared to assist the City of Sanford with all elements of the scope of work as identified in the RF P. We make a commitment to quality and timely performance with each client we serve. As local government professionals, we know that the value we add for a client is based on our ability to produce results that will be implemented. All of our work is focused on that outcome. The essentials of our project management approach are summarized below, including the specifics of work planning, execution, and the importance of our built -in quality assurance elements and focus on ultimate implementation. Management Partners, Inc. 13 City of Sanford Management Analysis of Operations and Structure Work Planning and Delivery We will approach this project for Sanford in four discrete but interactive phases described below. Learning. We begin the project with a careful learning stage, during which we listen and learn about the current processes used in the department. We recognize that the people who are working the processes are busy, yet they are best positioned to know what works and what does not. Through personal interviews with key personnel; and a thorough review of data and written documentation, Management Partners develops a clear understanding of your current operations. We are as interested in operating constraints and impediments to success as we are in the technical aspects of service levels, use of technology, and othe r matters impacting the effectiveness and efficiency of the departments. Diagnosis. As we listen and learn, we focus on the programs and services of each department and analyze the staffing levels of each program. We concentrate on how work is planned, managed and executed. We also examine overhead and support levels, Learning the availability and use of technology, organizational plans, management and monitoring systems and the degree to which performance measures and performance standards exist and are being used. Action Diagnosis Opportunity Identification. When the investigation and data gathering activities are complete we are able to analyze staffing levels identify changes that will reduce costs without Opportunity compromising service delivery. Every human organization Identification has opportunities for improvement. The challenge is to identify those that are realistic, cost - effective and produce better service to the public. We compare current service quality levels for Sanford's programs to best practices in the industry and identify those with significant potential for improvement or cost savings. Action. Management Partners has a strong bias for implementation. As practitioners, we have an orientation to achieve results. Our work goes beyond providing good analysis that is clearly communicated to concise, actionable recommendations. We provide a draft action plan that is a detailed roadmap about how to implement the recommendations that we make and to achieve the improvements in efficiency and cost savings that we describe. Quality Staff Work Management Partners goes to unusual lengths to ensure that our work is of reliably high quality. Our consultants are schooled in local government and are carefully selected to be part of our organization. Moreover, our project team members have public service experience in the areas they examine. The work is subjected to careful internal control processes designed to make certain that you, our client, receive work products that meet consistently high standards of quality. We have an established methodology for managing our consulting projects so that the work is done on time and to your satisfaction. Each deliverable also undergoes a peer review process 14 Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure to see that it meets Management Partners' standard of excellence. In addition to our own high standards, we also survey each client when a project is complete to learn how we can improve. Implementation Management Partners has worked for the majority of our clients on multiple occasions. We are consistently told that the reason our clients use our services on a variety of projects is that we deliver results and that our work provides implementation actions that accomplish the objectives. Management Partners is led by local government experts who know how to get things done, appreciating the difficulties and the constraints on local leaders, as well as the essential ingredients to effectively drive implementation. These ingredients include: • Creating a sense of urgency, • Engaged leadership, • Well- developed implementation planning, • Frequent communication with stakeholders, • Planned milestones and completion dates, and • Institutionalized management processes. Implementation is effective only if there is an expectation and commitment to do so. We use well - grounded management techniques to effectively support positive change so that project goals can be realized. Analytical Methodology During our 19 years of service to local governments, Management Partners has developed sophisticated analytical tools. We train our analysts in the use of these techniques with the goal of delivering value for the client. The City's RFP requests information about the firm's approach to the organization analysis plan. In doing this work we use a variety of techniques to achieve the outcomes anticipated in the above plan of work. The tools include the following: • Personal interviews, • Business process workflow mapping and analysis, • Best practice analysis, • Program analysis, • Comparative jurisdiction analysis (benchmarking), • Organizational structure analysis, • Staffing and workforce analysis, • Position utilization (deployment) analysis, • Cost of service analysis, • Alternative service delivery analysis, • Shared service delivery analysis, and • Risk assessment analysis. None of the analytical techniques stand alone. As with any learning endeavor, it is necessary to approach each issue from different perspectives. We therefore use multiple techniques in concert with each other, relying on those that are most relevant to the scope, timeframe, and budget and which are appropriate for each activity. We anticipate that the techniques that we may use for this study include: Management Partners, Inc. 15 City of Sanford Management Analysis of Operations and Structure 16 Management Partners, Inc. Personal All engagements and all Structured interviews Interview notes that Interviews environments. tailored to the work identify issues, responsibility of each perceptions about respective interviewee. strengths and Interviews may include such weaknesses, topics as perceptions about identification of key issues and opportunities, data, verification of data work processes, work and other interviews. management, data identification and verification. Business Process Repetitive work Build "as -is" map based on As -is process maps. Analysis and processes such as interviews and focus groups To -be process maps. Mapping accounts payable and of process participants and Description of process receivable, procurement, our observations in the field. improvements and the registration, customer Validate the "as -is" map. alignment of personnel service calls. Evaluate the current and resources. Swim -lane process process to identify process analysis is used when a bottlenecks, redundancies, process involves multiple and excessive check -offs. organizational units to Compare current process understand organizational against common industry impact on work. practices. Integrated definition Design new, "to -be" process modeling is used when based on the evaluation of aligning financial, the current process. personal, and technical resources to work processes. Best Practice Any environment in which Identify applicable practice Performance gap report. Analysis there is a commonly standards (usually 3 to 5) for Clients often use this accepted norm of best each work unit or function. information as the practices relating to a Standards can be both starting point for subject area. quantitative and qualitative. developing or modifying Best practices are drawn Document the standard and their own performance from standards and the client's level of management reporting recommendations of performance relative to the systems. professional associations, standard. regulatory bodies, Identify performance advisory bodies; strengths and opportunities professional and for improvement relative to academic literature; and the gaps between the our experience working standard and client with high - performance performance. organizations. 16 Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure Comparative When a client wishes to Identify the subject areas for Directionally consistent Jurisdiction compare an operation comparison. comparison of client Analysis with similar organizations Identify criteria for with accepted peers. where there is some comparison. common level of Identify peer communities. measurement. Obtain data from client and from peers. Array data and analyze results. Follow up to identify reasons for significant variance. Organizational Any large or complex Collect and review Revised organization, Structure Analysis organization exhibiting functional tables of based on assignment of one or more of the organization and staffing. responsibility and following conditions: Evaluate inter- and intra- accountability; Overlap or duplication of organizational work flow. appropriate levels of work or functions; Work Evaluate levels of supervision; silos; Unusual placement supervision and scope of management of work of work responsibilities; supervisory responsibility. flow. Significant cross -over of Compare with similar work flows; Significant organizations. pyramiding or unusually flat organization ( i.e., too great or too little of a span of control); Perceptions of weak organizational communication; Lack of understanding by stakeholders of assigned responsibilities. Staffing/Workforce Any service area that is Identify potential service Recommendations for Analysis demand - driven or is areas, usually through best alternative staffing or performed using crews or practice analysis or work processes. teams. Examples include organizational analysis. accounts processing, Collect staffing and work human resources volume data. processing, street Compare staff to work ratios maintenance crews, against industry norms. library staffs, etc. Position Utilization Specific workforce Collect demand data, such User interactive data (deployment) analysis for demand as calls for service and time- model for determining Analysis driven and /or in- service times. staffing needs by time geographically based Analyze each position and location. functions, particularly according to direct service public safety functions. or support. Establish alternative policies for service availability. Calculate staffing models. Management Partners, Inc. 17 City of Sanford Management Analysis of Operations and Structure 18 Management Partners, Inc. Any service area where Identify potential cost areas. Cost management Cost of Service Analysis cost activities can be Collect and quantify relevant report. readily quantified, such cost data over time. as facility repair; or where Identify alternative cost there is a high variability strategies. in cost, such as contracted printing services; or where costs can be directly managed, such as fuel purchases. This analysis is frequently incorporated into staffing and work load analysis and alternative service analysis. Alternative Service Any service or function Complete evaluation sheet Recommendations for Delivery Analysis that might lend itself to which scores potential alternative approaches being assigned to another approaches based on the to deliver services. work unit within the following factors: political organization, to another acceptability, importance of governmental entity, to a the service to the mission of non - profit provider, or the organization, availability contracted to a private of other service providers, service provider. legal constraints, constraints in labor contracts, impact on employees, impact on service delivery, potential for financial gain, potential for improved service delivery. Shared Service This is a unique subset of Identify potential service Recommendations for Delivery Analysis the alternative service areas based on the sharing of services delivery analysis. It following criteria: prior among two or more evaluates the potential for history of shared services, political jurisdictions. sharing of a service by potential for cost savings two or more and /or service improvement, governmental potential governance issues, jurisdictions. public awareness, legal authority or constraints. 18 Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure Risk Assessment Analysis Policy Analysis Evaluation of financial or operational risk, particularly relating to financial operations, human resources management, and information technology. This is not an evaluation of physical safety or insurance risk. Evaluation of written or established informal policies and procedures in any organization. This is often done in conjunction with business process, organization, and staffing analyses. Identify potential financial risk areas. Using a check -off system, evaluate each area based on the standards of the Committee of Sponsoring Organizations (COSO) relating to control environ- ment, risk management, control activities, information management, security protocols, property management, planning and budgeting processes, customer service, treasury management, payables and receivables management, fixed assets management, payroll, procurement, project management, and performance measurement. Review existing policies for currency and continued applicability, internal and external consistency, comprehension, conditions of law or regulation, continued need, constraints on work processes and Assessment of financial management risk. Recommendations for policies that need modification, elimination, or inclusion. Management Partners, Inc. 19 City of Sanford Management Analysis of Operations and Structure n S Management Partners has a strong project team that is well - qualified to complete this work for Sanford. This project will be a top priority for Management Partners and our team members will be available in whatever capacity and with whatever availability will contribute to the success of the project. Kevin Knutson, Regional Vice President, will direct the project, assuring that client expectations are fulfilled and that our high standards of quality staff work are met. Wayne Chapman, Partner, will serve as the project manager for the project. He will be assisted by Jerry Newfarmer, Robin Haley, Ned Pettus, Joe Polisar, Jan Goldstein, Joey Reed, and Sam Lieberman. Brief qualifications of each team member are summarized below. Additional biographic information is included as Attachment B. Kevin Knutson, Regional Vice President Kevin Knutson is Regional Vice President for Management Partners' eastern office in Cincinnati, Ohio. Kevin has more than 20 years of experience in local government, 17 of which were in Florida, including ten years in strategic planning, budget, performance measurement, and process improvement and six years in community relations, communications, and citizen engagement. He is recognized as a national expert in local government performance management, long -term financial planning, and communications. He was part of a team that implemented quality management practices in Coral Springs that led to the City being the first local government to earn the Malcolm Baldrige National Quality Award. Kevin served as interim city manager, assistant city manager, director of the office of management and budget, and director of community relations in Reno, Nevada; and as director of communications and marketing and budget and strategic planning manager for Coral Springs, Florida. He is a recognized as a Credentialed manager by ICMA and was named the City- County Communications and Marketing Association's 2011 Communicator of the Year. Wayne Chapman, Partner Wayne Chapman has more than 35 years of experience as a practicing public manager and nearly 20 years of experience assisting local governments as a consultant for Management Partners. Wayne is a nationally- recognized expert in municipal finance, housing and community development. Wayne's consulting engagements have included comprehensive staffing reviews, organizational analyses, process improvement projects, management information systems, performance measurement, training, financial modeling and forecasting, and cost recovery modeling. Wayne led our recent projects for the City of Covington, Kentucky, and Pinellas County, Florida. He has been with Management Partners since 1994, after a career of public service including the positions of city manager of Aspen, Colorado and Schenectady, New York, and as budget director and director of neighborhood housing and conservation for the City of Cincinnati, Ohio. Jerry Newfarmer, President and CEO Jerry Newfarmer founded Management Partners in 1994 after many years of public management leadership in California and Ohio. He is a national leader in local government, and has developed Management Partners into the leading firm nationally that assists local government leaders with every aspect of organizational improvement. Jerry served as city manager in Fresno and San Jose, California; and Cincinnati, Ohio. He was assistant city Management Partners, Inc. 21 City of Sanford Management Analysis of Operations and Structure manager of Oakland, California, which was the chief operating officer role. He also served as President and CEO of the San Francisco Chamber of Commerce. He has been a leader in the International City /County Management Association, and was team leader of the State -Local Relations Team of the National Performance Review. Robin Haley, Senior Manager Robin Haley has over 24 years in public sector consulting and 10 years of experience as a financial analyst and project manager in private industry. He has expertise analyzing the full range of public sector operations, including fleet management and fleet utilization, parks and recreation, public works, libraries, land management, environmental services, refuse services, and similar disciplines. Mr. Haley has served as consultant and project manager on over 200 operational, organizational and management improvement studies nationwide. Additionally, he has analyzed the feasibility of city /county consolidation efforts, and made successful recommendations to increase the efficiency and cost - effectiveness of joint operations. Some of the clients he has assisted include the cities of Tampa, Miami and Venice, Florida; Pasco, Polk, Hernando and Monroe County, Florida; Nashville and Knox County, Tennessee; Beaufort County, South Carolina; San Antonio, Texas; Moline and Rock Island, Illinois; Milwaukee, Wisconsin; Aurora, Colorado; and Effingham County, Georgia. Ned Pettus, Special Advisor Ned Pettus, Jr. serves as a Special Advisor for Fire, EMS, Emergency Management, and Emergency Communications for Management Partners. He had a distinguished career as a member of the Columbus, Ohio Division of Fire for 35 years beginning in January 1977 and moving up through the ranks to the position of fire chief in March 2002. Chief Pettus served the Columbus City Charter maximum of two -five year terms as chief, retiring on March 24, 2012. Under his leadership the Columbus Division of Fire received international accreditation from the Commission on Fire Accreditation, International (CFAI) in March of 2007, and was reaccredited in August, 2012. In June 2009 Chief Pettus received the 2009 Metropolitan Fire Chief of the Year award, and served as Secretary, Treasurer, Vice President and President of the Metropolitan Fire Chiefs Association, a section of the International Association of Fire Chiefs (IAFC) and the National Fire Protection Association (NFPA). Chief Pettus was appointed to the Board of Directors of the NFPA in June of 2010. He holds professional designations of Chief Fire Officer (CFO) and Member of the Institution of Fire Engineers (MIFireE). Joseph Polisar, Special Advisor Joseph Polisar serves as a Special Advisor for police and law enforcement services for Management Partners. His law enforcement public service spans 34 years and he is recognized as a leader at the local, state, national and international levels. He joined the Albuquerque (New Mexico) Police Department in 1977, the largest law enforcement agency in the state. He rose through the ranks to serve as the chief of police before retiring at the end of 1997. He then was appointed chief of police for the Garden Grove, California Police Department, where he served for 13 years, concluding his service in 2011. He was elected as president of the International Association of Chiefs of Police (IACP) in 2003. He served as a commissioner for the Commission on Accreditation for Law Enforcement Agencies ( CALEA) from 2005 to 2011. Both the Albuquerque and Garden Grove Police Departments maintained their accredited status with CALEA under Joe's leadership. 22 Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure Jan Goldstein, Senior Manager Jan Goldstein has worked with and in the public sector for more than 18 years. Her expertise includes serving as department director with the Indianapolis Airport Authority and managing a federally funded non - profit organization. Jan is skilled in all of the support activities of government: strategic and long -range planning; process analysis and improvement; training; and writing operations and personnel manuals. She is has specific expertise in fleet, facilities, contract management, and parking operations and management including revenue control. She has helped many clients implement innovative techniques that resulted in enhanced business practices and increased productivity. Joey Reed, Senior Management Advisor Joey Reed joined Management Partners in July 2012, following her introduction to public service with 12 years of service with the Ohio State Auditor's Office. She worked as a financial auditor in the Financial Section and transferred to the Ohio Performance Team where she served as a performance analyst. Her performance audit work included economy and efficiency analyses for many types of jurisdictions including school districts, municipalities, and state and local agencies. The performance audits identified recommendations to help agencies meet budget deficits and /or streamline work processes to reduce waste or increase productivity. Her audit reports were used as a tool for strategically dealing with financial operations, meeting budget forecasts, planning, and providing an objective review for community stakeholders. Joey has expertise in human resources, finance, operations and support, and contract management. Additionally, she has assisted clients with public works organization reviews, facilities management, fleet and inventory management, staff deployment and reorganization, utility billing and process improvements. Sam Lieberman, Management Advisor Since joining Management Partners, Sam has contributed to a variety of projects that have included strategic planning, budget and staffing analyses, and fleet management. He has been trained in performance measurement and has assisted clients with benchmarking. Recent clients whom he has served include the cities of Hartford, Mansfield and New Haven, Connecticut; Kenton County, Kentucky; Kansas City, Missouri; and Mason and Montgomery, Ohio; Berkeley, Carson and San Bernardino, Orange County, Santa Clara Valley Water District and Zone 7 Water Agency in California. While in school, Sam gained valuable experience in the day -to -day functioning of local government during an internship with the City of Cincinnati. He researched the feasibility of implementing a streetcar system in Cincinnati and prepared staff reports on the subject. He also assisted with the process of rolling out and implementing CincyCare, a public /private health care partnership. Management Partners, Inc. 23 City of Sanford Management Analysis of Operations and Structure We have no formal exceptions to the terms and conditions, contractual or other requirements defined in the RFP. We expect, however, that the final project schedule will blend the key elements of the City- approved work plan with any particular timing needs City leaders have. Management Partners is not party to any litigation, claim, or contract dispute filed by or against the firm. Management Partners has the experience, the professional talent, and the commitment to quality necessary to successfully complete this project for the City of Sanford. We welcome the opportunity to provide additional information that may be helpful, and we look forward to the chance to discuss the ideas contained in this proposal with the City. Management Partners, Inc. 25 2.1 2.2 2.3 24 City of Sanford Management Analysis of Operations and Structure ATTACHMENT A - PROPOSED PROJECT SCHEDULE Organizational Review Sim 2 1 3 4 5 G 7 A 1 9 1 10 1 11 1 12 1 13 1 14 1 15 1 16 1 17 1 18 9 20 City of Sanford, FL 1113 1720 1 1127 1 213 2110 2117 1 2124 1 W 13110 1 3/171 3f24 1 3131 1 417 14114 10211 4128 1 516 1 5112 5119 5126 Actitit f: Start Pro'ect ArtNity 2: Renew Gowmment Structure, Staffing, Business Processe! 1113 1120 1127 213 2f10 2117 2124 3r3 3110 3r17 3124 3f31 417 4114 4121 4128 515 5112 509 5126 mana ement and process owners. m�deplc rp Assess workloads and disNbuflon of work Desi n, deplo and anal andan 1.2 AnaE yze S pSn of control 7777, LInIeNew Surnmenze data and dorm affinity. anatys;s Summarize data 4.3 ReSearCh rremm y Skill IMIS b y CWSIRCalion Rvest data on roc easses, workloads, and staffing 4.4 Summarize obsenations and opportunities for improwment Acliqty 4: Analyze Departmental Staffing 1113 1 1120 1 1127 1 213 12110 12117 12124 313 3110 3117 13124 1 3131 417 4114 4/21 14128 1 515 1 5112 5119 1 5126 4.1 Assess workloads and disNbuflon of work ldanli and research benchmark a encieS 1.2 AnaE yze S pSn of control 7777, Perform oulsourcing/p6,o6zation analysis 4.3 ReSearCh rremm y Skill IMIS b y CWSIRCalion Perform shared senkes ana[ysis 4.4 Summarize obsenations and opportunities for improwment Ederrjify resjrvcturing models 5.1 5.2 53 54 5.5 6.6 AcU,tty 5: Analyze Organizational Structure TiM 120 1127 213 12110 2117 21241 3f3 13110 3117 3124 3131 417 4114 412114f28 515 51121511915126 1 5119 15126 Conduct best practice analysis ldanli and research benchmark a encieS 7777, Perform oulsourcing/p6,o6zation analysis Perform shared senkes ana[ysis Ederrjify resjrvcturing models Summarize obsembons and oppoduMies for imp:o'ement Actkity 7: Report Results 1113 1 1120 1 1127 1 213 12710 12117 12124 1 313 1 3110 13117 1 3124 13131 1 417 1014 1412114128 1 515 1 5112 1 5119 15126 7.1 Prepare draft report "e df' report 7.2 ReAew MwithUt mana ennent -a ' C 7.3 Pre are final re art 7.4 Present to Cit mana emem Management Partners, Inc, 27 City of Sanford Management Analysis of Operations and Structure ATTACHMENT B — PROJECT TEAM RESUMES KEVIN KNUTSON Kevin Knutson, ICMA -CM, is Regional Vice President for Management Partners' eastern office in Cincinnati, Ohio. Kevin has more than 20 years of experience in local government, including ten years in strategic planning, budget, performance measurement, and process improvement and six years in community relations, communications, and citizen engagement. He has served as an assistant city manager for the City of Reno, Nevada, with oversight of human resources, intergovernmental affairs, economic development, and redevelopment; as well as neighborhood services, community resources, and public information. He also served as interim city manager for the City of Reno and interim executive director of the Reno Redevelopment Agency. In September 2011 he was named "Communicator of the Year" by the City- County Communications & Marketing Association (3CMA). He previously served as the director of the office of management and budget, where he oversaw strategic planning, budgeting, performance measurement, internal audit, community resources, and public outreach. Before that, he was the director of community relations, with responsibility for the City's communications, neighborhood services, and Reno Direct. This included responsibility for media and public relations, advertising, Reno TV, the City's website and intranet, the City's call center, neighborhood services, and the community liaison program. Prior to joining Reno, Kevin served as the director of communications and marketing for the City of Coral Springs, Florida. For seven years, he served as the budget and strategic planning manager for Coral Springs, overseeing the award - winning strategic plan, business plan, budget, capital improvement and replacement programs, performance measurement system, process improvement program, managed competition, and elements of the City's quality initiative. He was writer and editor of the City's Baldrige and Sterling applications and has served as a Sterling Examiner. The City of Coral Springs was awarded the Florida Governor's Sterling Award for Organizational Excellence in 1997 and 2003, and was the first local government to win the Malcolm Baldrige National Quality Award in 2007. He is recognized as a national expert in local government performance management, long -term financial planning, and communications; and has been a speaker and author on long -range financial planning and performance management for the Government Finance Officers Association (GFOA), the American Productivity and Quality Center (APQC), and 3CMA. Kevin earned master and bachelor degrees in English from Florida International University in Miami, Florida; and has attended the Center for Creative Leadership, GFOA's Advanced Government Finance Institute, and Harvard's Kennedy School of Government executive program. He was honorably discharged from the U.S. Army, after service in Germany. Management Partners, Inc. 29 City of Sanford Management Analysis of Operations and Structure WAYNE V. CHAPMAN Wayne Chapman, Partner, has more than 35 years of experience in local government organizations. He has led a variety of consulting projects for Management Partners since 1994. Earlier, he served as city manager of Aspen, Colorado, and Schenectady, New York; and he was budget director and director of Neighborhood Housing and Conservation for the City of Cincinnati, Ohio. Wayne's consulting engagements have included comprehensive staffing reviews, organizational analyses, process improvement projects, management information systems, performance measurement, training, financial modeling and forecasting, and cost recovery modeling. He is knowledgeable about numerous functions of government, including law enforcement, courts, jails, child support enforcement, development review, emergency communications operations, housing, schools, public works, airports and fire service. As a Management Partners consultant, Wayne has helped police departments in Boston, Baltimore, Cleveland, Albuquerque, Louisville, Kentucky; and Topeka, Kansas. Wayne has worked with sheriffs departments in Polk County, Florida; King County, Washington; and Loudoun County, Virginia. He has reviewed court operations in district and common pleas courts. And he has worked with corrections agencies, including affiliated services such as probation, parole and diversion programs. Wayne has managed development review improvement projects for several fast - growing jurisdictions, including Wichita, Kansas; Cape Coral, Florida; Louisville and Las Vegas. These projects have successfully improved the development review process without compromising quality. Wayne also has carried out several comprehensive organization reviews of many local governments, as well as specific departments within local governments. Those include Polk County, Florida; Topeka and the Unified Government of Wyandotte /Kansas City, Kansas; Kenton County and Louisville, Kentucky; Las Vegas, Nevada; and Allegan County, Michigan. Wayne earned a bachelor's degree in political science from the University of Cincinnati. 30 Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure GERALD E. WEWFARMER Jerry Newfarmer, President and CEO, founded Management Partners in 1994 to help government leaders improve their organizations, staff and operations. He has led the company, which has offices in Ohio and California, in hundreds of projects to help governments, large and small, become more effective in myriad ways. Jerry has extensive public service experience, having served in top city management roles in California and Ohio. He also has been a leader in professional organizations like the International City /County Manager's Association; was president of the San Francisco Chamber of Commerce; and headed the State and Local Government Team in the National Performance Review, an examination of the operations and management of the Government of the United States. Jerry began his career with the city of Oakland, California, where he served in a variety of management positions over a 10 -year period, concluding as assistant city manager, the chief operating officer role. He subsequently served as city manager of Fresno and San Jose, California; and of Cincinnati, Ohio. As a national leader in local government performance management, Jerry was instrumental in establishing the International City /County Management Association's Center for Performance Measurement. He has directed Management Partners' many performance management assignments, which range from Kent, Washington; to Alameda, Orange and San Mateo Counties in California; to Rockville and Montgomery County, Maryland. Jerry frequently presents seminars about performance management to both elected and appointed officials. He also has been active in professional organizations, serving as a member of the ICMA Government Affairs and Policy Committee; on the Board of Directors of the Greater Cincinnati Chapter of the American Society for Public Administration (ASPA); and on the Charter Committee of Greater Cincinnati. He serves as executive director of the Large Cities Executive Forum; and is a past president of the City Manager's Department of the League of California Cities and the San Francisco Bay Area Chapter of ASPA. Jerry has been recognized as a Credentialed Manager of the ICMA. Jerry earned a bachelor's degree in business administration from San Jose State University and a master of public administration degree (with distinction) from the University of California at Berkeley. He was honorably discharged from the U.S. Navy with the rank of lieutenant, after service on destroyers that included a tour of duty in V ietnam. Management Partners, Inc. 31 City of Sanford Management Analysis of Operations and Structure ROBIN G. HALEY Mr. Haley has over 24 years of public management consulting experience, with a primary emphasis on public works and related services. His experience is diverse and includes utilities, streets and highways, solid waste and recycling, rights -of -way maintenance, parks and recreation, fleet management, facilities management, and customer service management systems. Additionally, Robin has 10 years of experience as a financial analyst in the transportation and defense contracting industries, with responsibility for budgeting and budget oversight, cost estimation and customer service. Mr. Haley's engagements include analyses of the Metropolitan Nashville- Davidson County waste management operations as well as its fleet management program, a performance audit of the Pinal County, Arizona, Department of Public Works, and the Public Works operations of the Indiana cities of Gary, Hammond, East Chicago, Whiting and Hobart, as well as Springfield, Lowell, Marshfield and Saugus, in Massachusetts, Maricopa County, Arizona and Hyattsville, Maryland. He analyzed recycling operations for the Department of Public Works in Waltham, Massachusetts. He is currently assisting the Town of Jamestown, RI with a project that includes a detailed analysis of parks maintenance and recreational services, and the Town of West Springfield, Massachusetts in the assessment of the feasibility of consolidating parks and facilities maintenance services in the Town and School System. Mr. Haley conducted a review of the Lake County, Indiana solid waste and recycling operations in 2006. This project culminated with his facilitation of a public - private collaboration on regional solid waste alternatives. The result was a cost savings for Lake County reported to be in the range of tens of millions of dollars. As a consultant, Robin has conducted numerous analyses of the feasibility of regional service consolidation, sharing and mergers. These studies have included such clients as Rock Island and Moline, Illinois; Gainesville and Hall County, Georgia; Troup County and LaGrange, Georgia; Glynn County and Brunswick, Georgia; and others. These politically sensitive studies have yielded significant cost savings for clients, and perhaps more importantly, have also resulted in a more standardized and effective service delivery model. In addition to his experience in public works and engineering - related engagements, Mr. Haley also has significant experience analyzing human resources systems, including classification and compensation systems, programmatic assessments, staffing analyses, and operational studies. Further, Robin has a background and experience in quantitative methods, including economic ordering models, equivalent annual costing analyses, and queuing models. Mr. Haley's experience and history of producing implementable results for his clients makes him an asset on a wide variety of engagements for local governments. He holds a bachelor of science degree from the Georgia Institute of Technology, and a master's degree in business administration from Georgia State University. 32 Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure NED PETTUS w Ned Pettus Jr., Special Advisor, served as fire chief of the Columbus Division of Fire, which had over 1,500 members. He was appointed as the first African - American fire chief on March 26, 2002 and was reappointed for a second term in March of 2007. In June of 2009, Pettus received the 2009 Metropolitan Fire Chief of the Year Award. He had served as treasurer, secretary, vice president and in May of 2011 was elected president of the Metropolitan Fire Chiefs Association, a section of the International Association of Fire Chiefs (IAFC) and National Fire Protection Association (NFPA). He was appointed to the National Fire Protection Association (NFPA) Board of Directors in June of 2010. During his career, Ned achieved a personal and professional milestone in his career and was designated as a "Chief Fire Officer" (CFO) by the Commission on Professional Credentialing. He also received his designation as a Member of the Institution of Fire Engineers (MIFireE) which promotes, encourages and improves the science and practice of fire extinction, fire prevention and fire engineering and all operations and expedients connected therewith, and to give impulse to ideas likely to be useful with or in relation to such science and practice to the members of the institution and to the community at large. Pettus graduated Summa cum Laude from Capital University with a bachelor's degree in political science and public administration and a master of arts in human development from Fielding Graduate University. He holds two master's degrees: a master of science in administration degree from Central Michigan University. Ned also attended Harvard University's Kennedy School of Government, Executive Education program and was awarded a certificate of completion for the Senior Executives in State and Local Government program in June 2007. He began studies toward his Ph.D. in human and organization development in the fall of 2009. Management Partners, Inc. 33 City of Sanford Management Analysis of Operations and Structure JOSEPH M. POLISAR Joseph Polisar, Special Advisor, is a results- driven leader with over 30 years of experience spanning the full range of law enforcement and security operations, instruction and consulting. Joe has served as chief of police for the Albuquerque, New Mexico Police Department and the Garden Grove, California Police Department. Experience in two states and in two different sized law enforcement agencies, coupled with his service as president of the International Association of Chiefs of Police (IACP), gives Joe unusual breadth of experience in public safety. Joe began his career in January 1977 when he entered the Albuquerque Police Department Academy. He worked his way up through the ranks serving as a patrol officer, detective, sergeant, lieutenant, captain and chief of police, retiring in 1997. He went on to serve as chief of police for the Garden Grove, California Police Department from 1998 to 2011. Joe has instructed classes in various law enforcement topics at the national and international level. The US Department of Justice ( USDOJ) sent him to teach a two -week management and leadership class to senior Pakistani Police leaders in Islamabad, Pakistan, in 2003. He has served as an expert consultant for the USDOJ Civil Rights Division and has held top secret clearances from both the FBI and Department of Homeland Security. He also has been active in professional organizations. Joe served two consecutive terms as president of the New Mexico Chiefs of Police Association and as president of the International Association of Chiefs of Police, the world's oldest and largest police executive association. He also has served as a commissioner for the Commission on Accreditation for Law Enforcement Agencies (CALEA) for six years. Joe earned his bachelor's degree in management from the University of Phoenix. He is a graduate of the 175th Session of the FBI National Academy and the 18th Session of the FBI National Executive Institute. Joe also attended the Senior Executives in State and Local Government program at the John F. Kennedy School of Government at Harvard University. 34 Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure JAN GOLDSTEIN Y v'e Jan Goldstein, Senior Manager, has worked with and in the public sector, including executive management roles, for more than 18 years. Jan is skilled in strategic and long -range planning; process analysis and improvement; training, and writing operations; and personnel manuals. She has specific expertise in fleet, facilities, contract management, and parking operations and management, including revenue control. While managing a non - profit organization that was federally funded, Jan was accountable for overseeing every aspect of operations including, strategic planning, finance, community relations, federal, state and local compliance fundraising, asset management, human resources, and marketing. She developed documentation and implemented streamlined processes to create staff efficiencies, allowing more time for other employee responsibilities. As a consultant, Jan worked with municipalities, universities and airports to incorporate innovative techniques that resulted in enhanced business practices and increased productivity. She has experience and expertise identifying best practices. She worked with clients to offer creative solutions within the constraints of the agencies' operations. While a department director with the Indianapolis Airport Authority, Jan successfully planned for long -range department development, including providing training and progressive programs for personnel. She worked with her staff to develop policies and procedures, creating a department with a national reputation for employee training, retention, promotion, and honesty. Jan received a bachelor of science degree and master of science degree in education from Indiana University. She has been a presenter at international conferences and has published articles in several publications. Management Partners, Inc. 35 City of Sanford Management Analysis of Operations and Structure JOEY M. REED Joey M. Reed, Senior Management Advisor, began working with Management Partners in July 2012. Prior to that, she was employed with the Ohio State Auditor's Office for 12 years. She worked as a financial auditor in the Financial Section where her work involved using generally accepted accounting principles (GAAP) and generally accepted government auditing standards (GAGAS). During 2004, she transferred to the Ohio Performance Team where she served as a performance analyst. The performance audit work included performing economy and efficiency analyses for many different agencies including school districts, municipalities, and state and local agencies. Joey worked directly with state officials and office holders such as boards of commissioners, city council members, state directors, school superintendents and treasurers to develop audit plans and processes. The performance audits identified recommendations for entities to implement to deal with budget deficits and /or streamline work processes to reduce waste or increase productivity. The audit reports were used as a tool for strategizing about financial operations, meeting budget forecasts, planning, and providing an objective review for community stakeholders. Joey has expertise in human resources, finance, operations and support, and contract management. Joey participated on an internal strategic planning committee to improve office effectiveness and has implemented streamlined processes for project budgets. Specifically for school audits, she was the regional liaison expert for school district transportation assessments. She also provided internal coaching on other aspects of school operations. She attended external trainings and collaborated with the State Department of Pupil Transportation to provide colleagues with up -to -date legislative impacts, funding formulas and best practices for pupil transportation. In addition, Joey has expertise in developing audit planning and objectives, conducting process mapping, and analyzing benchmarking data for multiple government agencies. Joey has a bachelor's degree in science with a major in accounting, cum laude, from College of Mount St. Joseph. Currently, she is enrolled in Xavier University's Executive MBA Program and is expected to graduate with a master's degree in business administration in May of 2013. Joey's most recent achievement was earning an Entrepreneurship Blue Belt in Six Sigma through Xavier University and a Green Belt in Lean Six Sigma through the State Auditor's Office. She is currently working toward her Black Belt in Six Sigma through Xavier University simultaneously with her MBA coursework. 36 Management Partners, Inc. City of Sanford Management Analysis of Operations and Structure SAMUEL J. LIEBERMAN Sam Lieberman, Management Advisor, joined Management Partners in April 2010. He graduated from the University of Cincinnati in 2008 with honors degrees in sociology and political science. While in school, Sam gained valuable experience in the day -to -day functioning of local government during an internship with the City of Cincinnati. He researched the feasibility of implementing a streetcar system in Cincinnati and prepared staff reports on the subject. He also assisted with the process of rolling out and implementing CincyCare, a public /private health care partnership. As he was concluding his political science degree, Sam authored a scholarly article that assessed the accuracy of pre - primary polling in the 2008 Democratic Presidential Primary. That paper was presented during a conference of the Midwest Association for Public Opinion Research in September 2008. During his tenure at Management Partners, Sam has assisted with the development of performance measures in Fairfield and Westerville, Ohio and has conducted research for several benchmarking studies. He has participated in strategic planning projects, analyzed budgets and staffing for several jurisdictions as well as assisted with a fleet management study. Recent clients whom he has served include the cities of Berkeley, Carson and San Bernardino, Orange County, Santa Clara Valley Water District and Zone 7 Water Agency in California; Hartford, Mansfield and New Haven, Connecticut; Kenton County, Kentucky; Kansas City, Missouri; Phoenix, Arizona; and Fairfield, Mason, Montgomery and Westerville, Ohio. Prior to joining Management Partners, Sam worked in local politics. He managed a Cincinnati City Council campaign and then served as deputy finance director for a Congressional campaign. Management Partners, Inc. 37 City of Sanford Management Analysis of Operations and Structure ATTACHMENT C — REQUIRED FORMS Management Partners, Inc. 39 Project Name: Management Analysis of Operations and Structure Proposal No.: RFP 12/13 -46 SECTION 00432 NON COLLUSION AFFIDAVIT The undersigned, by signing this document hereby certifies that the company named below hereby is or does: 1. States that the entity named below and the individual signing this document has submitted the attached bid or proposal: 2. He is fully informed respecting the preparation and contents of the attached proposal and of all pertinent circumstances respecting such proposal; 3. Said bid or proposal is genuine and is not a collusive or sham bid or proposal; 4. Neither the said bidder or proposer nor any of its officers, partners, owners, agents, representatives, employees or parties in interest, including this affiant, has in any way colluded, conspired, connived or agreed, directly or indirectly with any other bidder, proposer, firm or person to submit a collusive or sham bid or proposal in connection with the Contract for which the attached bid or proposal has been submitted or to refrain from bidding or proposing in connection with such Contract, or has in any manner, directly or indirectly, sought by agreement or collusion or communications or conference with any other bidder, proposer, firm or person to fix the price or prices in the attached bid or proposal or of any other bidder of proposer, or to fix any overhead, profit or cost element of the bid or proposal price or the bid or proposal price of any other bidder or proposer, or to secure through any collusion, conspiracy, connivance or unlawful agreement any advantage against the City of Sanford or any person interested in the proposed Contract. The price or prices quoted in the attached bid or proposal are fair and proper and are not tainted by any collusion, conspiracy, connivance or unlawful agreement on the part of the bidder or proposer or any of its agents, representatives, owners, employees, or parties in interest, including the individual signing this document. Management Partners Bidder 1-1 i- Signature of Authorize epresentative ( Affant) Date Gerald E. Newfarmer, President and CEO Printed or Typed Name and Title of Authorized Representative (Affiant) COUNTY OF a0-�`V^`� STATE OF ELOMBA 0 --k,:z On this ` 6-4 -" day of , 20 13 , before me, the undersigned Notary Public of the State of Florida, personally appeared e �, o --I c4- C • N w -k r Wier Project Name: Management Analysis of Operations and Structure Proposal No.: RFP 12/13 -46 whose name(s) is /are subscribed to the within instrument, and he /she /they acknowledge that he /she /they executed it. WITNESS my hand and official seal. He /She is personally to me or has produced as identr rcatif on. '��lrrrm�t�•� t Public in and for the County and State Aforementioned) My commission expires: fflmf MISTER Notary Pu@iic, .pfate of Ohio END OF SECTION toss'" E *es 04-16.2017 Project Name: Management Analysis of Operations and Structure Proposal No.: RFP 12113 -46 SECTION 00434 -1 CONFLICT OF INTEREST AFFIDAVIT The Affiant identified below deposes and states that: 1. The below named Bidder is submitting an Expression of Interest for the City of Sanford project named above. 2. The Affiant has made diligent inquiry and provides the information contained in this Affidavit based upon his own knowledge. 3. The Affiant states that only one submittal for the above project is being submitted and that the below named Bidder has no financial interest in other entities submitting proposals for the same project. 4. Neither the Affiant nor the below named Bidder has directly or indirectly entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free competitive pricing in connection with the Bidder's submittal for the above project. This statement restricts the discussion of pricing data until the completion of negotiations and execution of the Agreement for this project 5. Neither the 'Bidder nor its affiliates, nor any one associated with them, is presently suspended or otherwise ineligible from participating in contract lettings by any local, state, or federal agency. 6. Neither the Bidder, nor its affiliates, nor any one associated with them have any potential conflict of interest due to any other clients, contracts, or property interests for this project. 7. 1 certify that no member of the Bidder's ownership, management, or staff has a vested interest in any aspect of or Department of the City of Sanford. 8. 1 certify that no member of the Bidder's ownership or management is presently applying for an employee position or actively seeking an elected position with City of Sanford. 9. In the event that a conflict of interest is identified in the provision of services, I, on behalf of the below named Bidder, will immediately notify the City of Sanford in writing. Management Partners Bidder Signature of Authorized presentative (Affiant) Date Gerald E. Newfarmer, President and CEO Printed or Typed Name and Title of Authorized Representative (Affiant) COUNTY OF 46( r UULJ -g' Project Name: Management Analysis of Operations and Structure Proposal No RFP 12/13 -46 STATE OF Ft=6RtBi4 On this day of ��'✓� a _ , 20 rte_, before me, the undersigned- Notary Public of the State of Flor da, personally appeared (Q r whose name(s) is /are subscribed to the within instrument, and he /she /they acknowledge that he /she /they executed it. WITNESS my hand and official seal. He /She is personally known to me or has produced as identification. (Notarypublic in and for the County and State Aforementioned) My commission expires: J9VL•BECKSTEDT Public, State of Ohio My Commission Expires 04 -15-2017 END OF SECTION 00434 -2 Project Name: Management Analysis of Operations and Structure Proposal No.: RFP 12/13 -46 SECTION 00436 -1 FLORIDA STATUTES ON PUBLIC ENTITY CRIMES AFFIDAVIT The Affiant identified below attests to the following: I understand that a "public entity crime" as defined in Section 287.133(1)(g), Florida Statutes, means a violation of any State or Federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or with the United States, including, but not limited to, any bid or contract for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentation. I understand that "convicted" or "conviction" as defined in Paragraph 287.133(1)(b), Florida Statutes, means a finding of guilt or a conviction of a public entity crimes, with or without an adjudication of guilt, in any Federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non -jury trial, or entry of a plea of guilty or nolo contendere. I understand that an "affiliate" as defined in Section 287.133(1)(a), Florida Statutes, means: A predecessor or successor of a person convicted of a public entity crime: or an entity under the control of any natural person who is active in the management of the entity and how has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one (1) person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters into a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding thirty -six (36) months shall be considered an affiliate. 4. 1 understand that a "person" as defined in Section 287.133(1)(e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding contract and which bids or applies to bid on contracts for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of an entity. 5. Based on information and belief, the statement which I have marked below is true in relation to the entity submitting this sworn statement. (Note: indicate which of the below statements apply) X Neither the entity submitting this sworn statement, nor any officers, directors, executives, partners, shareholders, employees, members, or agents who are active in management of the entity, nor the affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. Project Name: Management Analysis of Operations and Structure Proposal No.: RFP 12/13 -46 The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners, shareholders, employees, members or agent who are active in management of the entity, or an affiliate of the entity, has been charged with and convicted of a public entity crime subsequent to July 1, 1989. The entity submitting this sworn statement, or one or more of the officers, directors, executives, partners, shareholders, employees, members or agents who are active in management of the entity, or an affiliate of the entity, has been charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent proceeding before an Administrative Law Jury of the State of Florida, Division of Administrative Hearings and the Final Order entered by the Administrative Law Jury determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list. (You must attach a copy of the final order.) I understand that the submission of this form to the City of Sanford is for the city only and, that this form is valid through December 31, of the calendar year in which it is filed. I also understand that i am required to inform the City prior to entering in to a contract in excess of the threshold amount provided in section 287.017, Florida Statues, for category two of any change in the information contained in this form. Management P rtners 31- 1407585 FEIN No. Signature of Authorized Vresentative (Affiant) ` Date Gerald E. Newfarmer, President and CEO Printed or Typed Name and Title of Authorized Representative (Affiant) COUNTY OFi�t��. STATE OF Ft6RtBA On this emu- day of , 20 /5 , before me, the undersigned Notary Public of the State of FI rida, personally appeared G -e,- t IV P e� whose name(s) is /are subscribed to the within instrument, and he /she /they acknowledge that he /she /they executed it. WITNESS my hand and official seal. He /She is personally known to me or has produced as i en i cation. !I (Notary Public in and for the County and State Aforementioned) My commission expires: BR-O CKSIEDT QTafe of Olt END OF SECTION* C""On Eores 04-15-2017 00436 -2 Project Name: Proposal No.: Management Analysis of Operations and Structure RFP 12/13 -46 SECTION 00438 -1 COMPLIANCE WITH THE PUBLIC RECORDS LAW AFFIDAVIT Upon award recommendation or ten (10) days after opening, submittals become "public records" and shall be subject to public disclosure consistent with Chapter 119, Florida Statutes. Proposers /Bidders must invoke the exemptions to disclosure provided by law as applicable to the response to the solicitation, must identify the data or other materials to be protected, and must state the reasons why such exclusion from public disclosure is necessary. The submission of a proposal authorizes release of your firm's credit data to the City of Sanford. If the Bidder submits information exempt from public disclosure, the Bidder must identify with specificity which pages /paragraphs of their bid /proposal package are exempt from the Public Records Act, identifying the specific exemption section that applies to each. The protected information must be submitted to the City in a separate envelope marked accordingly. By submitting a response to this solicitation, the Bidder agrees to defend, indemnify and hold the City harmless in the event we are forced to litigate the public records status of the Bidders documents. Management Partners Bid Signature of Authorize presentative (Affiant) Date Gerald E. Newfarmer, President and CEO _. Printed or Typed Name and Title of Authorized Representative (Affiant) COUNTY OF GtirKr ^� STATE OF FWRUM- 6 On this .DY-`4- day of 12013 befor me, the urtdersigned Notary Public of the State of Florida, personally appearedd 5—,61- ld ' • �% whose name(s) is /are subscribed to the within instrument, and he /she /they acknowledge that he /she /they executed it. WITNESS my hand and official seal. He /She is personally known to me or has produced as Identification. `%ttt1N 111 V MA (Notary VGblic in and for the County and State Aforementioned) My commission expires: 'R L. BEGMTEDT NO END OF SECTION WyCommission E pires 04-15.2017 Project Name: Management Analysis of Operations and Structure Proposal No.: RFP 12/13 -46 SECTION 00450 -1 CERTIFICATION OF NON - SEGREGATED FACILITIES FORM The Contractor certifies that no segregated facilities are maintained and will not be maintained during the execution of this contract at any of its establishments. The Contractor further certifies that none of its employees are permitted to perform their services at any location under the Contractor's control during the life of this contract where segregated facilities are maintained. The Contractor certifies further that it will not maintain or provide for its employees any segregated facilities at any of its establishments, and that he will not permit his employees to perform their services at any location, under his control, where segregated facilities are maintained. As used in this certification, the term "segregated facilities" means any waiting rooms, work area, rest rooms and wash rooms, restaurants and other eating areas, time clocks, locker rooms and other storage or dressing areas, parking lots, drinking fountains, recreation or entertainment areas, transportation, and housing facilities provided for employees which are segregated by explicit directive or are in fact segregated on the basis of race, creed, color or national origin, because of habit, local custom, or otherwise. The Contractor agrees that (except where it has obtained identical certification from proposed subcontractors for specific time periods) it will obtain identical certifications from proposed subcontractors prior to the award of subcontract exceeding $10,000 and that it will retain such certifications in its files. Management Partners Signature of Autho Date Gerald E. Newfarmer, President and CEO Printed or Typed Name and Title of Authorized Representative END OF SECTION Project Name: Management Analysis of Operations and Structure Proposal No.: RFP 12/13 -46 SECTION 00452 -1 DISPUTES DISCLOSURE FORM Answer the following questions by answering "YES" or "NO ". If you answer "YES ", please explain in the space provided, please add a page(s) if additional space is needed. Has your firm, or any of its officers, received a reprimand of any nature or been suspended by the Department of Professional Regulation or any other regulatory agency or professional association within the last five (5) years? No (YIN) Has your firm, or any member of your firm, been declared in default, terminated or removed from a contract or job related to the services your firm provides in the regular course of business within the last five (5) years? No (Y /N) 3. Has your firm had filed against it or filed any requests for equitable adjustment, contract claims or litigation in the past five (5) years that is related to the services your firm provides in the regular course of business? No (Y /N) Note: If yes, the explanation must state the nature of the request for equitable adjustment, contract claim or litigation, a brief description of the case, the outcome or status of suit and the monetary amounts or extended contract time involved. I hereby certify that all statements made are true and agree and understand that any misstatement or misrepresentation or falsification of facts shall be cause for forfeiture of rights for further consideration of the project identified. Management Partners Fir iv 113 Signature of Authori6d Representative Gerald E. Newfarmer, President and CEO Printed or Typed Name and Title of Authorized Representative END OF SECTION SECTION 00454 -1 DRUG FREE WORKPLACE FORM Date Project Name: Management Analysis of Operations and Structure Proposal No.: RFP 12/13 -46 The undersigned, in accordance with Florida Statute 287.087 hereby certifies that the company named below does: Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug -free workplace, any available drug counseling, rehabilitation, and Employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. Give each employee engaged in providing the commodities or contractual services that are proposed a copy of the statement specified in item 1. 4. In the statement specified in item 1, notify the employees that, as a condition of working on the commodities or contractual services that are under bid, the employee will abide by the terms of the statement and will notify the employer of any conviction of, or plea of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled substance law of the United States or any state, for a violation occurring in the workplace no later than five (5) days after such conviction. 5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance or rehabilitation program if such is available in the employee's community, by any employee who is so convicted. 6. Make a good faith effort to continue to maintain a drug -free workplace through implementation of this section. Management Partners Firm., - P" *x1p1,3 Signature of Authori a epresentative Date Gerald E. Newfarmer, President and CEO Printed or Typed Name and Title of Authorized Representative END OF SECTION • All policies, except for professional liability policies and workers compensation policies shall name the City of Sanford as Additional Insured,. • Professional Liability Coverage, when applicable, will be defined on a case by case basis. • In the event that the insurance coverage expires prior to the completion of the project, a renewal certificate shall be issued 30 days prior to said expiration date. • All limits are per occurrence and must include Bodily Injury and Property Damage. • All policies must be written on occurrence form, not on claims made Form, except for Professional liability. Self insured retentions shall not be allowed on any liability coverage . In the notification of cancellation: The City of Sanford shall be endorsed onto the policy as a cancellation notice recipient. Should any of the above described policies be cancelled before the expiration date thereof, notice shall be delivered to the City of Sanford in accordance with the policy provisions. • All insurers must have an A.M. Best rating of at least A -VII. • It is the responsibility of the Contractor to responsible to ensure that all Subcontractors retained by the Prime Contractor shall provide coverage as defined herein before and after, and are the responsibility of said Prime Contractor in all respects. • Any changes to the coverage requirements indicated above shall be approved by the City of Sanford, Risk Manager • Address of "Certificate Holder" is: City of Sanford; Attention: Purchasing Manager; P.O. Box 1788 (300 N Park Avenue); Sanford, FL 32771 Phone: 407.688.5028/5030 FAX: 407.688.5021 • All certificates of insurance, notices, etc. must be provided to the above address. Certification: The Undersigned accepts and agrees to meet all of the insurance coverage requirements, terms, conditions and certification(s) stated herein before and after and further agrees to maintain and provide the designated coverage during the life of the identified document. Also, when the coverage requirements stated herein before and after are specifically referenced by applicable solicitation, purchase order or contract document, those terms, conditions and coverage requirements are incorporated into that document as if fully set forth in verbatim . M a ,AagemeV Partners Firm Au o ' d Signature Gerald E. Newfarme Printed Name qi9 I, Date President and CEO Title City of Sanford, Florida INSURANCE REQUIREMENTS OUTLINED BELOW APPLICABLE TO CONTRACTS FOR SERVICES WHEN THE CONTRACTOR PERFORMS ON OR OFF CITY PREMISES • SP- 11012: When contract cost not to exceed $500,000; not to exceed 180 days and no unusual hazards exist 1. Vendor, Contractor, bidder shall provide, to the City of Sanford "City," prior to commencing any work, a Certificate of Insurance which verifies coverage in compliance with the requirements outlined below. Any work initiated without completion of this requirement shall be unauthorized and the City will not be responsible (Ref: items 17 and 18, standard terms and conditions included with City of Sanford Purchase Order). 2. The City reserves the right, as conditions warrant, to modify or increase insurance requirements outlined below as may be determined by the project, conditions and exposure. Outline of Requirements: Certification: It is noted that the City has a contractual relationship with the named vendor, contractor or provider (collectively referred hereinafter as Contractor) applicable to a purchase order, work order, contract or other form of commitment by the City of Sanford, whether in writing or not and has no such contractual relationship with the Contractor's insurance carrier. Therefore, the onus is on the Contractor to insure that they have the insurance coverage specified by the City to meet all contractual obligations and expectations of the City. Further, as the Contractor's insurance coverage is a matter between the vendor and its insurance carrier, the City will turn to the Contractor for relief as a result of any damages or alleged damages for which the Contractor is responsible to indemnify and hold the City harmless. It is understood that the Contractor may satisfy relief to the City for such damages either directly or through its insurance coverage; exclusions by the insurance carrier not withstanding, the City will expect relief from the Contractor. The insurance limits indicated above and otherwise referenced are minimum limits acceptable to the City. Also, all contractor policies shall to be considered primary to City coverage and shall not Contain co- insurance provisions. UP TO VENDOR POLICY LIMITS, BUT COVERAGE REQUIRED WITH MINIMUM POLICY LIMITS OF: Workers' Compensation Employers Liability $ 500,000 `Certificates of exemption are not acceptable in lieu of workers Each Accident $ 500,000 Disease $ 500,000 compensation insurance Commercial General Liability shall include- Bodily injury liability, Property Damage liability; Personal Injury liability and $ 1,000,000 Per Occurrence Advertising injury liability Coverages shall include: Premises/ $ 1,000,000 General Aggregate Operations, Products/Completed Operations; Contractual liability; Independent Contractors, Explosion; Collapse; Underground Comprehensive Auto Liability, CSL, shalt include "any auto" or $ 1,000,000 Combined Single Limit shall include all of the following: owned, leased, hired, non -owned $ 1,000,000 General Aggregate autos, and scheduled autos. Certification: It is noted that the City has a contractual relationship with the named vendor, contractor or provider (collectively referred hereinafter as Contractor) applicable to a purchase order, work order, contract or other form of commitment by the City of Sanford, whether in writing or not and has no such contractual relationship with the Contractor's insurance carrier. Therefore, the onus is on the Contractor to insure that they have the insurance coverage specified by the City to meet all contractual obligations and expectations of the City. Further, as the Contractor's insurance coverage is a matter between the vendor and its insurance carrier, the City will turn to the Contractor for relief as a result of any damages or alleged damages for which the Contractor is responsible to indemnify and hold the City harmless. It is understood that the Contractor may satisfy relief to the City for such damages either directly or through its insurance coverage; exclusions by the insurance carrier not withstanding, the City will expect relief from the Contractor. The insurance limits indicated above and otherwise referenced are minimum limits acceptable to the City. Also, all contractor policies shall to be considered primary to City coverage and shall not Contain co- insurance provisions.