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Agenda 01/12/2010 Item #10C Agenda Item NO.1 OC January 12, 2010 Page 1 of 3 .-'-, EXECUTIVE SUMMARY Status report and efficiency study. request for further direction on proceeding with a comprehensive OBJECTIVE: To obtain direction from the Board of Countv Commissioners on proceeding with ... .----.,......--. contract negotiations with LeanBreakthru Consulting Group, LLC for a comprehensive study to reduce costs and improve the agency's efficiency and effectiveness. CONSIDERATIONS: At its September 29, 2009 (item 5C) Board Meeting, the Board of County Commissioners directed the County Manager to prepare and release a Request for Proposal (RFP) to prospective consultants with the intent of obtaining proposals to assist in reducing costs and improving the agency's efficiency and effectiveness on a contingent (pay for performance) basis. - RFP # 10-5378 was issued by the Purchasing Department on October 19, 2009. Email notifications were sent to 364 firms. A total of 125 firms requested the full solicitation package; the County received one (1) proposal and six (6) "no bid" proposals. Firms who chose not to submit proposals offered the following comments: . "Based on the published time-line, we do not think Collier County is prepared to move at the pace required..." . "The payment structure you have identified unfairly eliminates competition and does not provide the county with optimal solutions..." . Contingency based contracts are inherently risky for firms The Selection Committee reviewed the proposal submitted by LeanBreakthru Consulting Group, LLC, their references, and several responses to questions presented by the firm's owner. After much discussion, the Selection Committee concluded that the proposal presented by LeanBreakthru Consulting Group, LLC met the requirements of the solicitation, In summary, the proposal would: . Analyze key business processes with the intent to improve efficiencies, effectiveness and result in cost reductions, . Submit recommendations, and . Offer contingency pricing (15% of identified and agreed upon cost savings) The methodology proposed by LeanBreakthru Consulting Group, LLC utilizes the Lean strategies to analyze key business processes and the organization required to most effectively accomplish the work, It also seeks out redundancies and other "wastes" in the processes. This approach evaluates the key business processes from beginning to end. Once the initial review is conducted and priorities are identified, further analysis and problem solving approaches are utilized to determine the recommended course(s) of action. The Selection Committee has recommended that contract negotiations be pursued with LeanBreakthru Consulting Group, LLC, and acknowledges: . The process being offered by this firm is similar to the "Lean" process currently being utilized by several County departments with in-house staff. - ",. '~-"., ".".., ",",' Agenda Item No. 10C January 12, 2010 Page 2 of 3 . Contrac.1 negotiations are c(ucial. The sc,,~,a and cost factors must be clearly identified, While the finm offered a 15% contingency fee, their representative suggested that a lump sum payment may be in the best interest of the County. . While the Lean approach is a proven system, It takes both time and a consistent commitment of County staff resources to optimize results. The consultant estimates that it will take two years to fully implement all future state plans in every department in everv area. GROWTH MANAGEMENT: There is no growth management impact from this recommendation, FISCAL IMPACT: This RFP was solicited as a contingent based project - pay for perfonmance, and no budget has been established. The consultant's fee (including consulting, travel, and miscellaneous charges) will only be paid upon the successful implementation and realization of tangible and documentable savings in the County's expenditures. Staff supports a contingency fee contract, with a ceiling of "not to exceed" $150,000 without prior Board approval. LEGAL CON~IDERATIO"'!2: This item has been reviewed by the County Attorney's Office, and the proposed staff recommendations are legally sufficient for Board action. - CMG RECOMMENDATIONS: That the Board of County Commissioners considers the options outlined below and provides the County Manager or his designee with direction as to how to proceed. . Option 1: Enter into contract negotiations with the selected vendor for a percentage (%) payout and a not to exceed dollar ($) amount. Option 2: Enter into contract negotiations for a different, more advantageous arrangement for Collier County, still preserving a contingency "pay for performance" payout (i.e. a fixed contract price of $150,000 paid only when "agreed upon" milestones are accomplished), Note: With Options 1 and 2, the results will be presented to the Board for their approval prior to commencing engagement. Option 3: Reject the proposal and direct the County Manager or his designee to continue with the "lean" approach to business process improvement on a prescribed and expedited schedule. PREPARED BY: Kim Grant, Senior Management & Operations Consultant, County Manager's Office .c'H Agenda Item No, 10C January 12, 2010 Page 3 of 3 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS Item Number: Item Summary: 10C Meetinn DRte: Status report and request for further direction on proceeding with a comprehensive efficiency study, (Kim Grant, Corporate Planning and Performance Improvement, County Manager's Office) 1/12/20109:00:00 AM Prepared By Joanne Markiewicz Manager - Purchasing Acquisition Date Administrative Services Division Purchasing & General Services 12/28/200911:42:35 AM Approved By Kimberley Grant Senior Budget Analyst Date County Manager's Office Office of Management & Budget 12/28/20091 :05 PM Approved By Steve Carnell Director ~ PurchasinglGeneral Services Date Administrative Services Division Purchasing & General Services 12/28/20092:36 PM ,-~~ Approved By Len Golden Price Administrator ~ Administrative Services Date Administrative Services Division Administrative Services Division 12/28/20094:33 PM Approved By Jeff Klatzkow County Attorney Date 12/31/200910:33 AM Approved By Randy Greenwald Management/Budget Analyst Date Office of Management & Budget Office of Management & Budget 12/31/200910:41 AM Approved By Mark Isackson Management/Budget Analyst, Senior Date Office of Management & Budget Office of Management & Budget 1/4/201011:07 AM Approved By Leo E, Ochs. Jr. County Manager Date County Managers Office County Managers Office 1/4/20104:29 PM .- '--~"-- ., -- ,.-,..... ...--....,", ~-----.. ._- - . "-'-~"- -