HomeMy WebLinkAboutR-02-0848J-02-664
7/10/02
RESOLUTION NO. 02- 848
A RESOLUTION OF THE MIAMI CITY COMMISSION,
WITH ATTACHMENT (S) AUTHORIZING THE CITY
MANAGER TO EXECUTE A PROFESSIONAL SERVICES
AGREEMENT, IN SUBSTANTIALLY THE ATTACHED
FORM, WITH MAXIMUS, UNDER STATE OF FLORIDA
CONTRACT NO. 973-001-00-1, PROFESSIONAL
CONSULTING SERVICES FOR MANAGEMENT SKILLS,
FOR THE PROVISION OF PROCESS ENGINEERING
SERVICES FOR THE OFFICES OF THE CITY MANAGER
AND CITY CLERK, ON A CONTRACT BASIS FOR A
PERIOD NOT TO EXCEED ONE HUNDRED TWENTY DAYS,
IN AN ESTIMATED AMOUNT NOT TO EXCEED $45,000;
ALLOCATING FUNDS FROM CAPITAL IMPROVEMENT
PROJECT NO. 3110470, AS APPROPRIATED BY THE
ANNUAL APPROPRIATIONS AND CAPITAL IMPROVEMENT
PROJECTS ORDINANCES; AND DIRECTING THE CITY
MANAGER TO INSTRUCT THE CHIEF PROCUREMENT
OFFICER TO ISSUE A PURCHASE ORDER FOR SAID
SERVICES.
WHEREAS, invitations to perform process -engineering services
were mailed to thirty-four firms to seek a broad range of
responses from process engineering services providers and to
afford a competitive process for the provision of said services;
and
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CITY Cora"S OW
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4-9wiQla
02- 848.
WHEREAS, said services will be used by the Offices of the
City Manager and City Clerk for the purpose of making findings
and recommendations to improve the City's legislative process,
and
WHEREAS, four responsive responses were received to provide
said services; and
WHEREAS, the proposal received from MAXIMUS was the most
advantageous to the City; and
WHEREAS, funds are available from Capital Improvement
Project No. 3110470, as appropriated by the Annual Appropriations
and Capital Improvement Projects Ordinances;
NOW, THEREFORE, BE IT RESOLVED BY THE COMMISSION OF THE CITY
OF MIAMI, FLORIDA:
Section 1. The recitals and findings contained in the
Preamble to this Resolution are adopted by reference and
incorporated as if fully set forth in this Section.
Page 2 of 4 — 848
Section 2. The City Manager is authorized'I to execute a
Professional Services Agreement, in substantially the
attached form, with MAXIMUS, under State of Florida Contract
No. 973-001-00-1, Professional Consulting Services for Management
Skills, for the provision of process engineering services for the
Offices of the City Manager and City Clerk, on a contract basis
for a period not to exceed one hundred twenty days, in an
estimated amount not to exceed $45,000, with funds allocated from
Capital Improvement Project No. 3110470, as appropriated by the
Annual Appropriations and Capital Improvement Projects
Ordinances.
Section 3. The City Manager is directed to instruct the
Chief Procurement Officer to issue a purchase order for said
services.
Section 4. This Resolution shall become effective
immediately upon its adoption and signature of the Mayor Y
1� The herein authorization is further subject to compliance with all
requirements that may be imposed by the City Attorney, including but not
limited to those prescribed by applicable City Charter and Code
provisions.
2/ If the Mayor does not sign this Resolution, it shall become effective at
the end of ten calendar days from the date it was passed and adopted. If
the Mayor vetoes this Resolution, it shall become effective immediately
upon override of the veto by the City Commission.
Page 3 of 4
PASSED AND ADOPTED this 25th day of July 2002.
6;5UEL A. DIAZ, MAYOR
ATTEST:
14
PRIS LLA A. THOMPSON
CITY CLERK
APPROVE'91< AND CORRECTNESS:
NDRO VILARELLO
ATTORNEY
W6426:tr:LB
Page 4 of 4 02--
2- 4 8
PROFESSIONAL SERVICES AGREEMENT
This Agreement is entered into this _ day of , 200_ ( but effective as of
??) by and between the City of Miami, a municipal corporation of the State of Florida ("City")
and MAXIMUS ("Provider").
RECITAL
A. • The City has issued invitations pursuant to State of Florida Contract No. 973-001-
00-1 to perform process engineering services ("Services") to be utilized by the Office of the City
Manager and the Office of the City Clerk to enhance the City's current legislative process.
Provider's proposal ("Proposal"), in response thereto, has been selected as the most qualified
proposal for the provision of the Services. The invitation and the Proposal are sometimes
referred to herein, collectively, as the Solicitation Documents, and are by this reference
incorporated into and made a part of this Agreement.
NOW, THEREFORE, in consideration of the mutual covenants and promises herein
contained, Provider and the City agree as follows:
TERMS
1. RECITALS: The recitals are true and correct and are hereby incorporated into and made
a part of this Agreement.
2. TERM: The term of this Agreement shall be for 120 days commencing on ??.
3. SCOPE OF SERVICE:
A. Provider agrees to provide the Services as specifically described, and under the
special terms and conditions set forth in Attachment "A" hereto, which by this reference is
incorporated into and made a part of this Agreement.
B. Provider represents and warrants to the City that: (i) it possesses all
qualifications, licenses and expertise required under the Solicitation Documents for the
performance of the Services; (ii) it is not delinquent in the payment of any sums due the City,
including payment of permit fees, occupational licenses, etc., nor in the performance of any
obligations to the City; (iii) all personnel assigned to perform the Services are and shall be, at all
times during the term hereof, fully qualified and trained to perform the tasks assigned to each;
and (iv) the Services will be performed in the manner described in Attachment "A".
4. COMPENSATION:
A. The amount of compensation payable by the City to Provider shall be pursuant to
State of Florida Contract No. 973-001-00-1 and based on the rates and schedules described in
Attachment "A" hereto, which by this reference is incorporated into. this Agreement; provided,
however, that in no event shall the amount of compensation exceed $45,000..
B. Unless otherwise specifically provided in Attachment `B", payment shall be made
within forty five (45) days after receipt of Provider's invoice, which shall be accompanied by
sufficient supporting documentation and contain sufficient detail, to allow a proper audit of
expenditures, should City require one to be performed. If Provider is entitled to reimbursement
of travel expenses {i.e. Attachment "A" includes travel expenses as a specific item of
compensation], then all bills for travel expenses shall be submitted in accordance with Section
112.061, Florida Statutes.
5. OWNERSHIP OF DOCUMENTS: Provider understands and agrees that any
information, document, report or any other material whatsoever which is given by the City to
Provider or which is otherwise obtained or prepared by Provider pursuant to or under the terms
of this Agreement is and shall at all times remain the property of the City. Provider agrees not to
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02- 848
use any such information, document, report or material for any other purpose whatsoever without
the written consent of City, which may be withheld or conditioned by the City in its sole
discretion.
6. AUDIT AND INSPECTION RIGHTS:
A. The City may, at reasonable times, and for a period of up to three (3) years
following the date of final payment by the City to Provider under this Agreement, audit, or cause
to be audited,.those books and records of Provider which are related to Provider's performance
under this Agreement. Provider agrees to maintain all such books and records at its principal
place of business for a period of three (3) years after final payment is made under this
Agreement.
B. The .City may, at reasonable times during the term hereof, inspect Provider's
facilities and perform such tests, as the City deems reasonably necessary, to determine whether
the goods or services required to be provided by Provider under this Agreement conform to the
terms hereof and/or the terms of the Solicitation Documents, if applicable. Provider shall make
available to the City all reasonable facilities and assistance to facilitate the performance of tests
or inspections by City representatives. All tests and inspections shall be subject to, and made in
accordance with, the provisions of Section 18-55.2 of the Code of the City of Miami, Florida, as
same may be amended or supplemented, from time to time.
7. AWARD OF AGREEMENT: Provider represents and warrants to the City that it
has not employed or retained any person or company employed by the City to solicit or secure
this Agreement and that it has not offered to pay, paid, or agreed to pay any person any fee,
commission, percentage, brokerage fee, or gift of any kind contingent upon or in connection
with, the award of this Agreement.
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8. PUBLIC RECORDS: Provider understands that the public shall have access, at all
reasonable times, to all documents and information pertaining to City contracts, subject to the
provisions of Chapter 119, Florida Statutes, and agrees to allow access by the City and the public
to all documents subject to disclosure under applicable law. Provider's failure or refusal to
comply with the provisions of this section shall result in the immediate cancellation of this
Agreement by the City.
9. COMPLIANCE WITH FEDERAL, STATE AND LOCAL LAWS: Provider
understands that agreements between private entities and local governments are subject to certain
laws and regulations, including laws pertaining to public records, conflict of interest, record
keeping, etc. City and Provider agree to comply with and observe all applicable laws, codes and
ordinances as they may be amended from time to time.
10. INDEMNIFICATION: Provider shall indemnify, defend and hold harmless the
City and its officials, employees and agents (collectively referred to as "Indemnitees") and each
of them from and against all loss, costs, penalties, fines, damages, claims, expenses (including
attorney's fees) or liabilities (collectively referred to as "Liabilities") by reason of any injury to or
death of any person or damage to or destruction or loss of any property.
11. DEFAULT: If Provider fails to comply with any term or condition of this Agreement,
or fails to perform any of its obligations hereunder, then Provider shall be in default. Upon the
occurrence of a default hereunder the City, in addition to all remedies available to it by law, may
immediately, upon written notice to Provider, terminate this Agreement whereupon all payments,
advances, or other compensation paid by the City to Provider while Provider was in default shall
be immediately returned to the City. Provider understands and agrees that termination of this
Agreement under this section shall not release Provider from any obligation accruing prior to the
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02- 848
effective date of termination. Should Provider be unable or unwilling to commence to perform
the Services within the time provided or contemplated herein, then, in addition to the foregoing,
Provider shall be liable to the City for all expenses incurred by the City in preparation and
negotiation of this Agreement, as well as all costs and expenses incurred by the City in the re -
procurement of the Services, including consequential and incidental damages.
12. RESOLUTION OF CONTRACT DISPUTES: Provider understands and agrees that
all disputes between Provider and the City based upon an alleged violation of the terms of this
Agreement by the City shall be submitted to the City Manager for his/her resolution, prior to
Provider being entitled to seek judicial relief in connection therewith. In the event that the
amount of compensation hereunder exceeds $4,500, the City Manager's decision shall be
approved or disapproved by the City Commission. Provider shall not be entitled to seek judicial
relief unless: (i) it has first received City Manager's written decision, approved by the City
Commission if the amount of compensation hereunder exceeds $4,500, or (ii) a period of sixty
(60) days has expired, after submitting to the City Manager a detailed statement of the dispute,
accompanied by all supporting documentation (90 days if City Manager's decision is subject to
City Commission approval); or (iii) City has waived compliance with the procedure set forth in
this section by written instruments, signed by the City Manager.
13. CITY'S TERMINATION RIGHTS:
A. The City shall have the right to terminate this Agreement, in its sole discretion, at
any time, by giving written notice to Provider at least five (5) business days prior to the effective
date of such termination. In such event, the City shall pay to Provider compensation for services
rendered and expenses incurred prior to the effective date of termination. In no event shall the
5 02- 848
City be liable to Provider for any additional compensation, other than that provided herein, or for
any consequential or incidental damages.
B. The City shall have the right to terminate this Agreement, without notice to
Provider, upon the occurrence of an event of default hereunder. In such event, the City shall not
be obligated to pay any amounts to Provider and Provider shall reimburse to the City all amounts
received while Provider was in default under this Agreement.
14. INSURANCE: Provider shall, at all times during the term hereof, maintain such
insurance coverage as may be required by the City. Upon the City's request, Provider shall
submit to the City evidence of compliance with City's insurance requirements.
15. NONDISCRIMINATION: Provider represents and warrants to the City that Provider
does not and will not engage in discriminatory practices. and that there shall be no discrimination
in connection with Provider's performance under this Agreement on account of race, color, sex,
religion, age, handicap, marital status or national origin. Provider further covenants that no
otherwise qualified individual shall, solely by reason of his/her race, color, sex, religion, age,
handicap, marital status or national origin, be excluded from participation in, be denied services,
or be subject to discrimination under any provision of this Agreement.
16. MINORITY AND WOMEN BUSINESS AFFAIRS AND PROCUREMENT
PROGRAM: The City has established a Minority and Women Business Affairs and
Procurement Program (the "M/WBE Program") designed to increase the volume of City
procurement and contracts with Blacks, Hispanic and Women -owned business. The M/WBE
Program is found in Ordinance No. 10062, a copy of which has been delivered to, and receipt of
which is hereby acknowledged by, Provider. Provider understands and agrees that the City shall
have the right to terminate and cancel this Agreement, without notice or penalty to the City, and
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to eliminate Provider from consideration and participation in future City contracts if Provider, in
the preparation and/or submission of the Proposal, submitted false of misleading information as
to its status as Black, Hispanic and/or Women owned business and/or the quality and/or type of
minority or women owned business participation.
17. ASSIGNMENT:
This Agreement shall not be assigned by Provider, in whole or in
part, without the prior written consent of the City's, which may be withheld or conditioned, in the
City's sole discretion.
18. NOTICES: All notices or other communications required under this Agreement shall
be in writing and shall be given by hand -delivery or by registered or certified U.S. Mail, return
receipt requested, addressed to the other party at the address indicated herein or to such other
address as a party may designate by notice given as herein provided. Notice shall be deemed
given on the day on which personally delivered; or, if by mail, on the fifth day after being posted
or the date of actual receipt, whichever is earlier.
TO PROVIDER:
MAXIMUS
1100 Logger Ct., Suite D-100
Raleigh, NC 27609
TO THE CITY:
Renee S. Jones
Acting Director,
Departmentt of Human Resources
P.O. Box 330708
Miami, FL 33233-0708
19. MISCELLANEOUS PROVISIONS:
A. This Agreement shall be construed and enforced according to the laws of the State
of Florida.
B. Title and paragraph headings are for convenient reference and are not a part of this
Agreement.
02- 848
7
C. No waiver or breach of any provision of this Agreement shall constitute a waiver
of any subsequent breach of the same or any other provision hereof, and no waiver shall be
effective unless made in writing.
D. Should any provision, paragraph, sentence, word or phrase contained in this
Agreement be determined by a court of competent jurisdiction to be invalid, illegal or otherwise
unenforceable under the laws of the State of Florida or the City of Miami, such provision,
paragraph, sentence, word or phrase shall be deemed modified to the extent necessary in order to
conform with such laws, or if not modifiable, then same shall be deemed severable, and in either
event, the remaining terms and provisions of this Agreement shall remain unmodified and in full
force and effect or limitation of its use.
E. This Agreement constitutes the sole and entire agreement between the parties
hereto. No modification or amendment hereto shall be valid unless in writing and executed by
properly authorized representatives of the parties hereto.
20. SUCCESSORS AND ASSIGNS: This Agreement shall be binding upon the parties
hereto, their heirs, executors, legal representatives, successors, or assigns.
21. INDEPENDENT CONTRACTOR: Provider has been procured and is being
engaged to provide services to the City as an independent contractor, and not as an agent or
employee of the City. Accordingly, Provider shall not attain, nor be entitled to, any rights or
benefits under the Civil Service or Pension Ordinances of the City, nor any rights generally
afforded classified or unclassified employees. Provider further understands that Florida
Workers' Compensation benefits available to employees of the City are not available to Provider,
and agrees to provide workers' compensation insurance for any employee or agent of Provider
rendering services to the City under this Agreement.
8 02 848
22. CONTINGENCY CLAUSE: Funding for this Agreement is contingent on the
availability of funds and continued authorization for program activities and is subject to
amendment or termination due to lack of funds, reduction of funds and/or change in regulations.
23. REAFIRMATION OF REPRESENTATIONS: Provider hereby reaffirms all of the
representations contained in the Solicitation Documents.
24. ENTIRE AGREEMENT: This instrument and its attachments constitute the sole and
only agreement of the parties relating to the subject matter hereof and correctly set forth the
rights, duties, and obligations of each to the other as of its date. Any prior agreements, promises,
negotiations, or representations not expressly set forth in this Agreement are of no force or effect.
25. COUNTERPARTS: This Agreement may be executed in two or more counterparts,
each of which shall constitute an original but all of which, when taken together, shall constitute
one and the same agreement.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be
executed by their respective officials thereunto duly authorized, this the day and year above
written.
ATTEST:
Priscilla A. Thompson, City Clerk
ATTEST:
"City"
CITY OF MIAMI, a municipal
corporation
Carlos A. Gimenez, City Manager
"Provider"
9 02- 848
Print Name:
Title: Corporate Secretary
APPROVED AS TO FORM AND
CORRECTNESS:
Alejandro Vilarello
City Attorney
Form I (a)-(RFP/Corporate)
a corporation
BY:
Print Name:
Title: President
APPROVED AS TO INSURANCE
REQUIREMENTS:
R. Sue Weller
Administrator
Risk Management
10
ATTACHMENT A
A&AXIMUS
HELPING GOVERNMENT SERVE THE PEOPLE •
June 24, 2002
Ms. Renee S. Jones, Assistant Director
Department of Human Resources
City of Miami
444 S.W. 2nd Ave.
Miami, Florida 333130
Dear Ms. Jones:
asure talking with you recently about how MAXIMUS, Inc. can assist the City of
It was a ple
Miami in reviewing its legislative process. We are pleased to submit to you this letter which
describes our suggested work plan and staffing to undertake this important engagement.
Understanding of Project Scope
We understand that the purpose of this project is to develop a legislative agenda process that is
more streamlined, effective and efficient than the current process and which uses available
technology to the fullest extent possible. As described in your letter of June 18, 2002, the City
has defined the following scope of work:
• Review the City's current legislative process, and provide recommendations to
enhance and/or streamline the process.
• Incorporate the use of the LegisStar System, an automated legislative tracking
system recently acquired by the City to replace the City's manual Commission
agenda preparation and legislative preparation process.
• Provide an interim written report within forty-five (45) days after receipt of a
Purchase Order.
• Provide a written final report within ninety (90) days after receipt of a Purchase
Order. The final report will be provided with one original and ten copies.
• Meet and/or interview appropriate City staff during the project research, and make
a presentation regarding project findings and recommendations to the City
Commission or City staff, if requested.
Project Staffing
A key element of our approach to the business of providing management consulting services to
local governments is to provide well qualified staff for our engagements. This includes project
1100 LOGGER CT., SUITE D-100 0 RALEIGH, NC 27609 • 919-876-8042 • FAX 919-878-8592
Ms. Renee S Jones, Assistant — hector June 24, 2002
City of Miami Human Resources Department Page 2
leadership at the vice president or director level and the assignment of senior staff to the project.
For each engagement, we assign either a Director or Vice President as the project manager and
lead project analyst in the field. In recognition of the importance of the City of Miami as a client
of MAXIMUS, we will assign Mr. Ken Murray as the project manager and lead analyst. Mr.
Murray has recently been appointed as MAXIMUS' practice leader for our national Management
Studies practice, and he is nationally recognized as a leading authority in local government
management.
As the project leader, Mr. Murray's background and experience is particularly relevant to the
City's study of its legislative processes. In addition to his seven years of consulting experience,
Mr. Murray spent more than twenty years in direct public management. This included work
assignments as Director of Intergovernmental Programs for the North Carolina League of
Municipalities; Deputy City Manager of Grand Rapids, Michigan; City Manager of Joliet,
Illinois; and, City Administrator of Lee's Summit, Missouri. He was also the Staff Director to
the City Council in the consolidated city and county of Jacksonville, Florida. Mr. Murray has
also served as an Associate Professor of Public Management for Indiana University, where he
taught courses in public decision making and business process analysis. In all of his management
responsibilities, Mr. Murray was directly involved in the legislative process of the government.
In particular, in Jacksonville, Mr. Murray was directly responsible for the operation and
legislative process management for the City Council. This included committee and council
meeting processes, ordinance development, policy analysis, agenda setting, and records keeping.
As such, he has direct familiarity with, and experience in, Florida law that relates to public policy
decision making. Recent engagements managed by Mr. Murray include an operations review of
Beaufort County, SC; operations review of various work functions for Charleston County, SC;
reorganization and new business and governance processes for the 42 -campus Louisiana
Technical College; a span of control study for San Antonio, TX; and a redesign of the
community development processes for Roswell, GA. He hold a B.A. from Methodist College
and M.A. and Ph.D. degrees from Purdue University.
Depending on the final timing of the project, we anticipate assigning up to three other individuals
to the engagement. These include:
Mr. Robin Haley, a Manager in our Management Studies practice, specializing in
government operations and business process review. His work experience
includes detailed experience process analysis of government operations, including
work flow management. His recent experience includes business process flow
analysis for the Roswell, Georgia, Community Development Department and the
Nashville, Tennessee, Public Works Department. He is part of the MAXIMUS
project team developing a performance measurement system for Osceola County,
Florida. Mr. Haley has recently completed city and county -wide studies for
Chatham County, Georgia; Augusta -Richmond County, Georgia; Gainesville -Hall
County, Georgia; Venice, Florida; Polk County, Florida; and Alexandria,
Louisiana. He received his MBA from Georgia State University, and his BS from
the Georgia Institute of Technology.
MAXIMUS
HELPING GOVERNMENT SP.RVE THE PEOPLE*
02- 848
Ms. Renee S. Jones, Assistant .—lector June 24, 2002
City of Miami Human Resources Department Page 3
Mr. David Jahosky, a Manager in our Management Services division based in
Orlando, Florida. His work experience is the area of financial analysis and
operations analysis. He has worked with over thirty Florida city and county
governments and various Florida state agencies in financial plan analysis and
operations analysis. He is part of the MAXIMUS project team developing
performance measures for Osceola County, Florida. He holds a B.A. and M.P.A.
degrees from the University of Florida.
Ms. Susannah Leigh, a Senior Consultant in our Management Studies practice
who specializes in data collection and analysis. She has extensive experience in
data collection and presentation, best practice reporting, and comparative
governmental survey collection and analysis. Recent engagements on which she
has served include operations review of Beaufort County, South Carolina;
Charleston County, South Carolina; Nashville, Tennessee, Department of Public
Works; and, span of control study for San Antonio, Texas.
Overview of Our Methodology
Over the course of our many engagements, we have developed and refined a thorough approach
for analyzing local government efficiency and effectiveness in performance reviews and business
process analyses for local governments. Our analytical methodology is based on several
concepts, which include:
Definition of Proiect Objectives: Our analysis is conducted with a full
understanding of and sensitivity to the City's public policy environment. We
develop this understanding early in the project by conducting extensive, individual
interviews with principal policy and management leadership.
Detailed Input from Process Participants. It is critical to obtain the input of all
involved parties. This includes:
- Interviews with policy and administrative officials involved in the legislative
process.
- Review of documentation relating to the legislative process, including meeting
agenda, agenda preparation materials, and departmental submissions.
Best Practice Analysis: Over the years, MAXIMUS has developed an extensive
database of best practices used by local governments throughout the United
States. We would test current practices in the City of Miami against those best
practices and :
MAXIMUS
HELPING GOVERNMENT SERVE THE PEOPLE'
2 -- ';
Ms. Renee S. Jones, Assistant —rector June 24, 2002
City of Miami Human Resources Department Page 4
- Identify practices which may exceed standards and where opportunities may
exist to adjust service levels and still provide effective and responsive
services.
Identify practices which fall below these standards and/or prevailing practice
in comparable cities.
Frequent Reporting and Documentation: Through application of these
analytical techniques, we then develop various reports, including:
- A description of the current legislative agenda process as a basis of evaluation.
- An issues report identifying key impediments in the current process, serving as
the focus for discussion on potential improvements.
A comparative industry practice analysis which provides a comparison of
Miami's process against other local governments.
- Draft and final reports which detail recommendations for new processes and
provides implementation plans.
Detailed Work Process
Based on our discussions and a preliminary review of the background material which you have
provided, we have designed the following work plan. We believe that this plan will provide the
City with a thorough analysis of the legislative agenda process and quality recommendations for
improvement within the City's suggested timeframe. Our proposed work plan consists of the
following:
Task One: Project Initiation
As part of the project, we recommend that the City create a project steering committee
whose role will be to provide overall project guidance, assist in coordinating interviews
and data collection, review and comment on project deliverables, and serve as a
respondent group to evaluate the viability of alternative proposals. Appropriate members
for the Committee would include representatives of the Agenda Office, the City
Attorney's Office, Planning and Zoning, Purchasing, the City Clerk's Office, and the
City's project manager for the LegisStar implementation, and the City's project manager
for this engagement. In this task, we will meet with the Project Committee to review the
scope and direction of the project, finalize the work plan, finalize a project schedule, and
establish other project protocols as necessary.
NVWMUS
HELPING GOVERNMENT SERVE THE PEOPLE'
02- 848
Ms. Renee S. Jones, Assistant i.._ actor June 24, 2002
City of Miami Human Resources Department Page S
Task Two: Process Familiarization
In this task, the project team will gain an understanding of the manner in which the
current legislative process operates. It is important to gain this understanding so that we
will have a basis of evaluation in the future work tasks. In this task, we will:
• Review documentary material relating both to the legislative process and to the
LegisStar system. This will include both materials that have been provided to
MAXIMUS for the preparation of this work plan as well as other materials
documenting the legislative process.
• Review the LegisStar system at its current state of implementation, including both
the documentary material as well as observing the operation of the system itself.
• Interview the management of the Agenda Office to gain an understanding of the
current process as they carry it out.
• Interview the City Attorney, or staff of the City Attorney's office most responsible
for agenda preparation, to understand the legal requirements with which the City
must comply in agenda preparation and how those legal requirements are currently
applied.
• Interview the Assistant City Managers to gain an understanding of the role of
executive management in the legislative preparation process.
• Interview representatives of the City's planning and zoning functions to gain an
understanding of any unique agenda requirements relating to planning, zoning,
and development activity.
• Following these interviews, we will prepare a preliminary process description
report. This report will be a narrative description of the process; it will also
include a process flow chart graphically presenting the "as -is" work steps and time
requirements. We will review this report with the Project Steering Committee to
assure its accuracy and thoroughness.
Task Three: Process Evaluation
Having gained a thorough understanding of the legislative process, we will evaluate the
process for strengths, weaknesses, and perceived opportunities for improvement In this
task, we will:
As appropriate, interview the City Commission members to gain an understanding
of their perceptions of the current process and to identify opportunities for
improvement that the elected officials believe would be desirable.
NIAMMUS
HELP/NC COVERNM NTSERVE rVEPEOPLE•
02- 848
Ms. Renee S. Jones, Assistant . ector June 24, 2002
City of Miami Human Resources Department Page 6
Identify the six to eight departments which have the greatest volume of agenda
activity and/or which have the most complex agenda items and interview either
the Department Director or executive staff who are most involved in agenda
preparation for those Departments. The focus of these interviews will be to gain
knowledge of those department's concerns with the agenda process and
suggestions for improvements.
In conjunction with the Project Steering Committee, identify other personnel
within the City who have substantial involvement in the agenda process and
interview those individuals, again focusing on their concerns with the agenda
process and suggestions for improvement.
• Select and track at least two agenda preparation cycles to compare actual
performance against expectations based on the "as -is" flow chart.
Evaluate the legislative process in light of the information gathered from these
interviews and from tracking the actual process.
Based on these activities, we will prepare an issues report which describes the
issues which the MAXIMUS project team identifies as impediments to a timely,
efficient, and effective legislative process. We will review a draft of this report
with the Project Steering Committee to gain common understanding and
agreement on these issues.
Task Four: Report Preparation
In this task, we will bring all of the analytical processes together to develop a report
describing the current legislative process and our recommendations for improvement.
We will:
Assemble a draft report which integrates the various work elements, provides a
draft "to -be" legislative process and describes the various steps, presents the
advantages of the recommended process, provides a preliminary implementation
plan, and identifies potential impediments to implementation. This report will
also identify potential costs of implementation. We will review the draft report
with the Project Steering Committee. As requested, we will also be available to
review the draft with the City Manager and/or City Commission.
Following review of the preliminary draft with the City, we will revise the draft
based on the comments and questions received during the review and prepare a
final report. This final report will describe the recommended new legislative
process, identify any needs for potential changes in the LegisStar implementation
to effect the changes, and provide an implementation plan.
MAXIMUS
HELP/NG GOVERNMENT SERVE THE PEOPLE*
Ms. Renee S. Jones, Assistant _ ector June 24, 2002
City of Miami Human Resources Department Page 7
Proposed Project Budget
Based on the scope of work described in this letter, we propose an all-inclusive project fee of
$41,600. This fee incorporates all professional services, travel, and other expenses. We commit
to the City that we will perform the work described in this letter to a level of quality that meets or
exceeds the City's expectations, within the City's 90 -day framework, for this budget amount.
Staff
MurrayHaley/Jahosky
Leigh
Total Hours
Job Title
Director
Manager
Sr. Consultant
Hourly Rate per Contract
160
138
115
Task
1 Project Initiation
8
0
0
8
2 Process•Familiarization
24
40
0
64
3 Process Evaluation
32
56
32
120
4 Report Preparation
32
24
0
56
Total Hours
96
120
32
248
Sum of Professional Fees
15,360
16,560
3,680
35,600
Estimated Expenses
6,000
Total Project Budget
$ 4!&N
We understand that this work plan is being submitted to you pursuant to the terms, conditions,
and pricing of the State of Florida Contract No. 973-001-00-1.
In Summary
MAXIMUS is a leading authority on government operations. Our extensive experience with
local government provides us with a detailed understanding of all aspects of the business
practices and processes of government. We have a high quality professional client service staff;
and, in this particular instance, our project leader has extensive, direct experience working with
local government legislative processes, including the State of Florida.
We would certainly welcome the opportunity to apply this experience in assisting the City of
Miami to review and improve its legislative processes.
Should you have any questions or desire to talk with us further about how MAXIMUS might
assist the City of Miami, please feel free to contact me at (919) 876-8042. We look forward to
hearing from you and to the opportunity to serve the City of Miami.
Sincerely yours,
Kenneth R. Murray
Director, MAXIMUS
NIAMMUS
HELP/NC GOVERNMENT SERVE THE PEOPLE*
02- 848
CITY OF MIAMI, FLORIDA
INTER -OFFICE MEMORANDUM
TO: The Honorable Mayor and
Me hers of the City Commission
G' enez
FROM: City Mana r
RECOMMENDATION
CA -10
DATE: JUL 12 2W2 FILE:
SUBJECT: Recommendation for Process
Engineering Services
REFERENCES:
ENCLOSURES:
It is respectfully recommended that the City Commission adopt a resolution awarding a
contract to MAXIMUS, a non -minority vendor, to provide process engineering services
relative to the City of Miami's legislative process for the Office of the City Manager and
the Office of the City Clerk. This contract is being awarded pursuant to the terms,
conditions and pricing of State of Florida Contract No. 973-001-00-1: Professional
Consulting Services for Management Skills. The proposed contract will be effective for
a period not to exceed 120 days, at an estimated cost not to exceed $45,000.
BACKGROUND
The City's current legislative process is labor-intensive and time-consuming. As a result,
the City is seeking a legislative process that is streamlined, effective, efficient, and that
utilizes available technology to the fullest extent possible. To this end, invitations for
proposals to perform process engineering services were sent to 34 firms. Proposals were
received from four firms and MAXIMUS was determined to be the most responsive.
Process -engineering services will include but are not limited to reviewing the City's
current legislative process and providing recommendations to enhance and/or streamline
same, incorporating the use of the Legistar System, an automated Legislative Tracking
System designed to replace the manual Commission agenda preparation and legislative
preparation process.
Funding isavailable within CIP Project 311047 to cover the cost of these services.
CAG/RTNN/S
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