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

Town of Lauderdale by the Sea, Florida Town of Ponce Inlet, Florida Wayne County Airport Authority M.anagementjlaTJisory group, Inc. 3- 2 r-' SECTION 4. 0 REFERENCES ro I L_ r'l. f- l. i I L_ Management Advisory Group, Inc. 2007  City of Fort Walton Beach Proposal Section 4. 0 - References MAG is pleased to provide information pertaining to clients recently served by the firm and by principals. Listed below is the requested information for work performed that is similar in nature to the services requested. Our Experience Management Advisory Group' s partners have successfully managed more than 300 client engagements in 22 states. The proposed project team in MAG' s human resources practice has worked together for over five years ( 25 years as consultants) and has provided services nationwide, as a team, for such varied government agencies as counties, cities, state agencies, and non- profit organizations. I MAG' s recent clients include: l _ r- Travis County, Texas; Tallahassee Community College, ( FL); l_ Prince George County, VA; Okaloosa-Walton College, ( FL); Fayetteville, Arkansas; Tangipahoa Parish, LA; r- Florida State Courts System ( FL); Louisiana Community and Technical College System; LYNX ( Central Florida Rapid Transit authority); Hammond ( LA); Manassas Park, VA; Georgetown County, SC; Memphis City Schools ( TN); Lynchburg, VA schools; Nashville/ Davidson County, TN Schools; Highlands Community Services Board, VA; Indian River County, FL. MAG has never had a contract terminated, nor have we failed to complete any project or study where we have been retained. MAG has not been party to any legal action arising from any past contractual engagement. 4- 1 Management Advisory Group, Inc. 2005  City of Fort Walton Beach Proposal Partial Client List for MAG Principals - References Additional references are available upon request. We have also included letters of reference written by past clients in the Appendices. City of Manassas Park, Virginia Dr. Long was the project director of a 2006 study for the City of Manassas Park to evaluate all municipal departments and functions. Recommendations focused on reorganization and staffing levels for all departments under the City Manager. An implementation plan and schedule is being followed at this time. Contact: Mercury Payton City Manager mpavton@citvofmanassaspark. us 703- 335-8813 w 571- 238- 9999 c Wayne County, Michigan: Dr. Long and Lynch have completed a 2006 study of the Wayne County, Michigan Department of Budget and Management. This agency handles all finances for the County government that surrounds Detroit, Michigan. The project has included L an organizational review of all functions and activities. There has been a substantial reorganization to reduce the span of control of the Chief Financial Officer, Carla Sledge. As of this writing, the report is at draft stage, with a few technical modifications to be completed. Contact: Carla Sledge Chief Financial Officer I- Wayne County Government csledae@co. wavne. mLus Project Director: Donald C. Long I. City of St. Petersburg, Florida Dr. Long was the project director of a 2005 study for L the City of St. Petersburg to evaluate the Budget and Management Department and the annual budget process. This study was commissioned directly by the City Council ( one study per year is selected). A final presentation was made to the City Council in July 2005. Recommendations focused on Budget Department organization and staffing ( reorganize and add Budget Analysts to engage in performance measure development), greater Council involvement in the annual budgetary process, and means to ensure Council has capacity to evaluate budget proposals by departments ( through a staff contracting process). l__ Contact: Rick Kriseman Chair of City Council P. O. Box 2842 St. Petersburg, Florida 33731 727) 893- 7117 council@stpete. ora Project Director: Donald C. Long 4- 2 9rlan gem nt.Jlavisory group, Inc.  City of Fort Walton Beach Proposal Other relevant studies (references provided as requested) in recent years directed by Dr. Long include: Cherokee County, North Carolina. Management evaluation of all departments. Sedgwick County, Kansas. Management services evaluation ( surrounds Wichita). I" Johnston County, North Carolina. Management evaluation of all departments. Florence County, South Carolina. Management evaluation of all departments. r" l_ Sumter County, South Carolina. Management evaluation of all departments. Palm Beach Gardens, Florida. Management evaluation of all departments. l~ Hillsborough County, Florida. Analysis of Human Resources Departments Clearwater, Florida. Fire/ EMS Services evaluation. l- Burke County, North Carolina. Public Safety services evaluation. l- r- i 1_ I r. - 4- 3 Managementjlavisory group, Inc. I if fir I j! Ii III SECTION 5.0 Ilf COST r if I' Ilf r Ir I[ I[ I I[ Ill' I I, Iii: I, I ' i il , I I Management Advisory Group, Inc. 2006 I r I City of Fort Walton Beach I NOTICE TO BIDDERS: April 13, 2007 I Re: Request for Proposal # 07- 117 Alternative Delivery Methodologies for City Services" I ADDENDUM NUMBER 1 I This Addendum is being issued to incorporate the following changes. 1. Incorporate the Questions & Answers Section - 1 page. ( 3 questions and I~ answers) 2. The Proposal due date remains April 24, 2007, 2: 30 p. m., Central I~ Standard Time. l~ kJ. LI(!~ l: Michael C. Tatum Purchasing Director r ACKNOWLEDGEMENT I hereby certify that I have received Addendum # 1 l. 1- Z 3- 07 7)~ Signature e 4;- Date THIS ACKNOWLEDGEMENT MUST BE RETURNED WITH BID PACKAGE.  Study of Alternative Delivery Methodologies for City Services Request for Proposal 07- 117 PROPOSER' S CERTIEICATION I have carefully examined the Request for Proposal, Instructions to Proposers, General and/or Special Conditions, Vendor' s Notes, Specifications, proposed agreement and any other documents accompanying or made a part of this Request for Proposal. I hereby propose to furnish the goods or services specified in the Request for Proposal at the prices or rates quoted in my proposal. I agree that my proposal will remain firm for a period of up to one hundred and twenty (120) days in order to allow the City adequate time to evaluate the proposals. I agree to abide by all conditions of this proposal. I certifY that all information contained in this proposal is truthful to the best of my knowledge and belief. I further certifY that I am duly authorized to submit this proposal on behalf of the vendor/ contractor as its act and deed and that the vendor/ contractor is ready, willing and able to perfonn if awarded the contract. I further certifY, under oath, that this proposal is made without prior understanding, agreement, connection, discussion, or collusion with any other person, firm or corporation submitting a proposal for the same product or service; no officer, employee or agent of the City of F ort Walton Beach or of any other proposer interested in said proposal; and that the undersigned executed this Proposer' s Certification with full knowledge and understanding of the matters therein contained and was duly authorized to do so. NAME OF BUSINESS Management Advisory Group, Inc. Sworn to and subscribed before me BY: J~ e~~ this d3 r d day of lIGNA TURE A pr: L 2007 Donald C. Long/ Executive Vice Pres. ~ - IV J- L- NAME & TITLE (TYPED OR PRINTED) 1l . I ClliYUJl./ Sign ture of Notary 4201 MAILING