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HomeMy WebLinkAboutAGMT - Management Partners (Budget Enhancements)Management Partners February 20, 2020 Ms. Jill Ingram City Manager City of Seal Beach 211 Eighth Street Seal Beach, CA 90740 Dear Ms. Ingram: Thank you for the opportunity to submit a proposal to provide expert budgeting advice to the City of Seal Beach. Management Partners has the expertise and skills necessary to provide this assistance and we would be pleased to do so. About Management Partners As you may know, Management Partners was founded in 1994 with a specific mission to help local government leaders improve their service to the public. Since then we have worked with cities, counties, towns, and special districts of all sizes across the United States to help them work more effectively and run more efficiently. 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. We are proud to say that as a result of our quality work, many of our clients ask us to complete subsequent assignments. We Know Local Government. Our associates have served in local governments, so we have a deep understanding of the operating and political environments in which you work. We Take a Collaborative Approach. We consider ourselves part of your team and strive to ensure our work supports your overall corporate strategy and goals. We Have Extensive Experience. Each of our more than 100 associates is an expert in one or more service areas, and our firm has assisted hundreds of jurisdictions in 42 states. • We Have Developed Proven Methodologies. We understand the importance of a holistic approach to improving organizations, using field-tested techniques for each aspect of the work. • Our Work Plan is Tailored to Your Needs. Each of our projects is individually tailored to our client's unique needs, starting with a careful learning process. • We Take Pride in the Quality of Our Work. Our internal processes ensure first-rate, complete staff work and adherence to the highest of ethical standards in public service. • We Are Focused on Implementation. As practitioners, our recommendations make practical sense and are able to be implemented. 1730 MADISON ROAD • CINCINNATI, OH 45206 • 513 8615400 • FAx 513 8613480 MANAGEMENTPARTNERS.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 408 453 6191 Ms. Jill Ingram Page 2 We Provide a Full Suite of Services. Management Partners' services include everything required to support local government leaders, including organization assessments, performance management, process improvement, strategic planning, and financial planning, budgeting and analysis. Understanding of the Engagement We understand that the City is interested in updating its budget document and revising the budget input process. The following scope of work describes the expert consulting services desired from Management Partners. These items will be prioritized in collaboration with you to fit within the agreed upon contract amount. Provide advice on meaningful ways to obtain public and City Council input on the budget; Review the budget document and provide advice and assistance to improve its presentation and contents; and Provide other advice to City management regarding the budget. Management Partners will provide periodic reports to the City of Seal Beach summarizing the consulting assistance our firm has provided. Consultants We have a team of experts available for this engagement. We will assign Rick Haydon as our lead consultant. Other Management Partners consultants will be assigned on an as needed basis, within the budget specified by the contract. Our commitment is to provide high quality consulting expertise to the City of Seal Beach. Our consultants are employed by Management Partners and work for and at the direction of Management Partners. Rick Haydon and all consultants report to Andrew Belknap, Senior Vice President of Management Partners. Additionally, our consultants are part of our overall team and are available for assignments on other engagements, consistent with our responsibility to the City of Seal Beach, at the discretion of Management Partners. Management Partners and our consultants will determine the method and manner of carrying out the work and achieving the desired result. We will also determine the schedule of our consultants, including onsite or offsite hours. Management Partners will determine when other experts from the firm are needed to assist with a project in order to meet project requirements. Matters pertaining to personnel, such as discipline, hiring, or evaluations, are not part of the scope or work, nor are execution of contracts or other written documents obligating the City of Seal Beach. All such matters will be the responsibility of the City of Seal Beach. Management Partners provides all insurance (including workers' compensation, liability and professional errors and omissions), training and administrative support (including equipment such as phones and computers) as necessary during the assignment. Our consultants use their Management Partners business cards and email address and will identify themselves as consultants with our firm. Our consultants will only use City of Seal Beach systems and equipment if required to access data and information essential for our consulting engagement. Such instances will be authorized by Andrew Belknap or his designee from Management Partners. The City of Ms. Jill Ingram Page 3 Seal Beach may provide conference room or office space if needed when our consultants are working onsite. It is important to the City of Seal Beach, our consultants and our firm to be clear that we are doing this work for the City of Seal Beach as a firm and that our consultants work for Management Partners. Rick Haydon Rick Haydon, Special Advisor, has over 30 years of local government experience. He has expertise in budgeting, strategic planning, policy development, personnel administration, organizational development, project management, facilitating meetings and report writing. Rick began his public - sector career with the City of Fresno, working as a management analyst where he was assigned budget and grant administration -related duties. He was later hired by Monterey -Salinas Transit, a joint powers authority, and worked on various capital projects and administrative assignments. He was then hired by the Monterey Police Department as their business manager where he administered all financial, budgetary and business-related activities of the department. Wanting to be exposed to a much broader range of assignments, he went to work for the City of Dinuba where he was afforded the opportunity to get involved in many different roles ranging from financial analyst, to acting financial services manager, risk manager and eventually budget and employee relations manager. After the City of Dinuba, Rick was hired by the City of Santa Maria to run the City's Human Resources Division which included recruitments, job analysis, classification studies, training, labor relations and risk management duties. While in Santa Maria, Rick was promoted to assistant city manager where he oversaw the day-to-day operations of the City, provided general direction to department directors, coordinated the City's annual budget process, and acted as lead negotiator during all collective bargaining sessions with employee groups. After 15 years in Santa Maria, the City Council appointed him city manager in late 2011. As city manager of this full-service city, Rick managed a workforce of over 700 employees and an annual operating budget of $163 million. During his tenure with Santa Maria, Rick was instrumental in the City receiving 21 consecutive California State Municipal Finance Officers (CSMFO) Excellence in Budgeting Awards and 10 consecutive biennial Government Finance Officers Association (GFOA) Distinguished Budget Presentation Awards biennial GFOA Distinguished Budget Presentation Awards, and five prestigious Helen Putnam Awards. He led the City through the Great Recession and bridged several multi-million dollar budget gaps all without laying off a single employee. Among his other accomplishments, Rick also successfully transitioned the City through the district elections process, spearheaded the passage of a sales and use tax initiative, created a succession planning and mentoring program for all employees, and was credited for working collaboratively with the police chief to help change the culture of the Santa Maria Police Department. In recognition of his service to the community of Santa Maria, a city facility was named in his honor in late 2017, and in 2018, Rick was named Citizen of the Year. A recipient of the Robert F. Grogan Award for Public Service Excellence, Rick earned a bachelor's degree in public administration from California State University, Fresno, and a master's degree in public administration from Golden Gate University. Ms. Jill Ingram Page 4 Other Experts available to assist the City of Seal Beach Among our other consultants who will be available to provide assistance, and assigned by Management Partners as needed, are the individuals listed below. W Jan Perkins, Vice President U Mandy Brown, Principal Management Analyst 61 Claire Coleman, Management Analyst Fee Proposal and Term of Engagement We propose a not -to -exceed contract in the amount of $13,800 which will provide approximately 75 hours of consulting assistance (and travel expenses). During this engagement, we will charge $160 per hour for Rick Haydon, which is a discounted rate for his services. Travel expenses will consist of mileage, tolls, hotels and per diem. Other consultants will be provided at their regular hourly rates plus travel expenses, depending on the individual assigned to the project. Conclusion We appreciate the opportunity to be of assistance to the City of Seal Beach. Please feel free to contact either Jan Perkins (949-202-8870) or me if you have any questions about this proposal. Sincerely, Julie Mares Chief Operating Officer Accepted for City of Seal Beach by: Name: 110511M Date: J