Fort Walton Beach Council agenda — 05-22-2007 regular agenda — reading text

are insured. Symbol " 1" ( Any Auto) or the equivalent shall be used to designate which autos Purchasing Department Page: 16  Study of Alternative Delivery Methodologies for City Services Request for Proposal 07- 117 STANDARD FORMS THE FORMS LISTED BELOW ARE TO BE COMPLETED AND SUBMITTED WITH YOUR PROPOSAL, AND ARE ATTACHED HEREWITH: 1. PROPOSER' S CERTIFICATION 2. ADDENDUM PAGE 3. REFERENCES NOTE: PLEASE ENSURE THAT ALL OF THESE DOCUMENTS ARE COMPLETED AND SUBMITTED WITH YOUR PROPOSAL. FAILURE TO DO SO MAY RESULT IN YOUR PROPOSAL NOT BEING CONSIDERED FOR AWARD. Purchasing Department Page: 17  Study of Alternative Delivery Methodologies for City Services Request for Proposal 07- 117 REFERENCES five ( 5) business references with name of the business, roposer shall submit as a part of the proposal package, address, contact person, and telephone number that have utilized the services being proposed to the City. Name: Name: Address: Address: Contact: Contact: J Telephone No.: <-- Telephone No.: <-- J Fax No.: <-- J J Fax No.: <-- Name: Name: Address: Address: Contact: Contact: felephone No.: <-- J Telephone No.: <-- J Fax No.: ~ J Fax No.: <-- Name: Address: Contact: Telephone No.: <-- J Fax No.: ~ Purchasing Department Page: 20  Management Advisory GrouPI Inc. J l J J osal for a Study of Alternative o ery Methodologies for City lces I J alton Beach, Florida. 24, 2007  PROPOSAL FOR A STUDY OF ALTERNATIVE DELIVERY METHODOLOGIES FOR CITY SERVICES FOR The City of Fort Walton Beach Fort Walton Beach, Florida April 24, 2007 By: MANAGEMENT ADVISORY GROUP, INC. 4207 Dale Blvd. 1350 N. Gadsden Street Woodbridge, Virginia 22193 Tallahassee FL 32303 703) 590- 7250 850) 386- 2711  Preparing for Tomorrow... Today. MANAGEMENT ADVISORY GROUP, INC. HUMAN RESOURCES CONSUL TING SERVICES April 24, 2007 Helen Spencer City Clerk City of Fort Walton Beach 107 Miracle Strip Parkway, SW Fort Walton Beach, Florida 32548 850- 833- 9509 Dear Ms. Spencer: Management Advisory Group, Inc. ( MAG) is pleased to present this proposal to conduct a Study of Alternative Delivery Methodologies for City Services ( RFP 07- 117). MAG is national management consulting firm that focuses on local government a management issues. Over the last twenty five years, principals have completed hundreds of studies in over 22 states. Our proposal is concise and to the point. In it, you will see that Management Advisory Group, Inc. principals and associates have: Extensive working experience in conducting management evaluations for local governments in all parts of the country; Broad and deep knowledge of local government municipal processes and operations; Substantial experience in reporting to and communicating with officials and top level administrative directors; and, The ability to conduct research in support of your study requirements. We are positively committed to assisting the City in this project. City of Fort Walton Beach Proposal Ms. Helen Spencer City Clerk City of Fort Walton Beach April 24, 2007 Page Two We have support staff, office capacity ( including our Tallahassee office), software, and technological ability to fulfill the needs of this study. As noted in the proposal, we place great value on client communications, and will provide routine feedback and substantial interactions to avoid surprises. MAG also has no conflict of interest in reference to your study. MAG was incorporated in 2001, although principals have provided municipal consulting services for 25 years. Work will be completed from the Tallahassee office and the Virginia office. MAG is an independent corporation, incorporated in the state of Florida, and is certified as an M/WBE firm in Florida. I am authorized to make representations for the company. Please feel free to contact me if you have any questions, or require clarification on any aspect of our work plan. We appreciate the opportunity to be of service to the City of Fort Walton Beach and look forward to working with you on this important project. Sincerely, J~ Donald C. Long, Ph. D. r=' 4 Executive Vice-President Management Advisory Group, Inc. 4207 Dale Blvd. Woodbridge, Virginia Florida Office 1350- B Gadsden Street Tallahassee, Florida 32303 703) 590- 7250 don@maginc. org City of Fort Walton Beach Proposal  Proposal for a Study of Alternative Delivery Methodologies for City Services TABLE OF CONTENTS Transmittal Letter Table of Contents Section 1. 0 - Scope of Services......................................................................... Page 1- 1 Page 2- 1 Section 2. 0 - Qualifications of Staff.................................................................... i Section 3. 0 - Experiences and Page 3- 1 L_ Capacity............................................................ Section 4. 0 - References ................................................................................... Page 4- 1 Page 5- 1 Section 5. 0 - Cost.. ........ ........ .......... .................... ........ ...... ...... ...... ....... ...... ....... Management Advisory Group, Inc. 2007  SECTION 1. 0 SCOPE OF SERVICES Management Advisory Group, Inc. 2007 City of Fort Walton Beach Proposal Section 1. 0 - Scope of Services and Approach 1. 1 - Project Understanding Management Advisory Group, Inc. ( MAG) understands that the City seeks to undertake a study of alternative delivery methodologies for City services. All areas of the City' s operations will be subject to study and recommendation. There are 14 departments and approximately 378 FTE employees. The current year budget is approximately $ 37 million. We have read the RFP, web site, annual budget, and Strategic Plan carefully and are prepared to assist the City in this important undertaking. Critical analysis and reporting will focus on: Organizational Structure Services Provided Staffing Levels Consolidation Potential Streamlining or Eliminating Functions Technology Usage Major Organizational Policies and Procedures Impact of Collective Bargaining Provisions Report recommendations will be provided prior to August 30, 2007. MAG has relationship, past or present, that would hinder, impede, or in any way no compromise efforts to perform complete, unbiased, and objective services for the City. 1. 2 - Study Team An Experienced Study Team These are services that your MAG study team members have successfully completed for many local government agencies over the past twenty plus years. We have extensive experience in conducting studies, have knowledge of local government operations, have demonstrated excellent communications skills with elected and appointed officials, and have experience in conducting appropriate research. We are assigning senior consultants to your project with relevant backgrounds. M.anagementjUvisory group, Inc. 1- 1  City of Fort Walton Beach Proposal 1. 3 Summary of Our Approach This Project is a Partnership We view this study as a partnership, at all levels and at all times throughout the project. This manifests itself from the outset, in which the project scope and approach is closely reviewed and discussed, communications with key personnel and officials are established and maintained, and formal progress reports are made to ensure ongoing feedback and communications. We do, however, maintain our independence throughout the project. Information Collection Techniaues The information collection activities will be carefully planned, controlled and documented to help assure completeness and consistency. Our consultant team will use a variety of proven techniques to obtain the information needed for the assessment. These techniques will include: rl.. o collection of key documents such as budgets and financial reports, management and operational reports, etc.; r' o one- on- one interviews with key officials and staff. l o review of duties and functions of staff. r-- l. Balanced Findinas We will thoroughly analyze the information collected to identify not only weaknesses in r I current structures, but also particular strengths for which the City should be