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Agenda 04/13/2010 Item #16F 1 Agenda lIem No. 16F1 April 13, 2010 Page 1 of 22 EXECUTIVE SUMMARY Recommendation to approve the after the fact submittal of a $5,000 grant from the 2010 Trailblazer Grant Program sponsored by the National Center for Civic Innovation in order to enhance our efforts in creating citizen centric performance measures as outlined in the County Manager's FY 2010 work plan. OBJECTIVE: To open up the lines of communication, better support our management processes and strengthen our alliance with the citizens of Collier County. CONSIDERATIONS: If awarded, the grant will provide funds to Collier County Government to strengthen, improve, and enhance our performance management and decision-making processes. Performance management has become an integral part of Collier County Government's management process and in today's environment of "do more with less" it has become indispensable. Collier County has been for the past year preparing to bring in the voice of the residents. Receiving the Trailblazer Award will provide the additional support to facilitate resident focus groups, gather information from our constituents, and provide them with the information that will allow them to have an additional voice in their governance. Collier's plans are to conduct a minimum of five focus groups, one in each of the five districts in Collier County, gather information, and provide the residents with a report on what they deem as important in their daily lives. The award will provide an additional resource to facilitate citizen participation; assist in developing and incorporating citizen-informed outcome measures into the Collier County performance measurement process; and our outreach will prove to be mutually beneficial for all stakeholders across the county. The application was required to be submitted by March 15, 2010, the County Manager approved the submission of the grant application to be followed by after-the-fact authorization of the Board of County Commissioners per CMA #5330. FISCAL IMPACT: If awarded, a subsequent item will be brought before the Board to accept the grant and authorize the necessary budget amendments. No matching funds are required. GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this Executive Summary. LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney's Office and is legally sufficient for Board action. Should the grant be awarded, the BCC will have the opportunity to accept or reject said award. - CMG RECOMMENDATION: Recommendation to approve the after the fact submittal of a $5,000 grant from the 2010 Trailblazer Grant Program sponsored by the National Center for Civic Innovation in order enhance our efforts in creating citizen centric performance measures as outlined in the County Manager's FY 2010 work plan. PREPARED BY: Joseph W. Frazier, Homeland Security Coordinator Item Number: Item Summary: Meeting Date: Agenda Item No. 16F1 April 13, 2010 Page 2 of 22 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS 16F1 Recommendation to approve the after the fact submittal of a $5,000 grant from the 2010 Trailblazer Grant Program sponsored by the Nationai Center for Civic Innovation in order to enhance our efforts in creating citizen centric peliormance measures as outlined in the County Managers FY 2010 work plan. 4/13/20109:00:00 AM Date Approved By Joshua Thomas Administrative Services Division Grants Support Specialist Administrative Services Division 3/2512010 9:49 AM Date Approved By Colleen Greene County Attorney Assistant County Attorney County Attorney 3125/20102:53 PM Date Approved By OMS Coordinator County Manager's Office Office of Management & Budget 3/2512010 3:47 PM Date Approved By Therese Stanley Office of Management & Budget Manager ~ Operations Support - Trans Office of Management & Budget 31291201010:21 AM Date Approved By Jeff Klatzkow County Attorney 3130/20109:11 AM Date Approved By Leo E. OChs, Jr. County Managers Office County Manager County Managers Office 416/2010 1 :20 PM coJN:;. County ~......... - Administrative Services Division Grants Coordination Agenda Item No. 16F1 April 13, 2010 Page 3 of 22 TO: Leo Ochs, County Manager CC: Ofelia Tallon, Human Resources Analyst Winona Stone, Asst. to the County Manager Marlene Foor[l&rants Coordinator FROM: DATE: March 15,2010 SUBJECT: County Manager Review and Approval of a National Center for Civic Innovation 2010 Government Trailblazer Grant Application The Collier County Manager's Strategic Excellence Program for Ultimate Performance (STEP- UP) Team was made aware of a Center on Government Performance Government Trailblazer Grant Program (2010) sponsored by the National Center for Civic Innovation in late February. If awarded, the grant will provide funds to Collier County Government to strengthen, improve, and enhance the performance management and decision making process. Performance management has become an integral part of Collier County Government's management process and in today's environment of "do more with less", it has become indispensable. Receiving the Trailblazer A ward will provide the additional support to facilitate resident focus groups, gather information from constituents, and provide them with the information that will allow them to have an additional voice in their governance. Collier's plans are to conduct a minimum of five focus groups, one in each of the five districts in Collier County, gather information, and provide residents with a report on what they deem as important in their daily lives. The award will provide an additional resource to facilitate citizen participation; assist in developing and incorporating citizen-informed outcome-measures into the Collier County performance mcasurement process; and the outreach will prove to be mutually beneficial for ail stakeholders across the county. Because the application needs to be submitted by March 15th, wc are requesting your approval to be followed by after-the-fact approval by the Board of County Commissioners. The STEP-UP Team subcommittee tasked with developing "citizen centric" performance measures, received notification on February 19th of this potential grant opportunity. Due to current workloads and staff time required to research, gather and compile the information required to complete the application staff was unable to meet the prescribed deadlines for submission to the Board prior to the grant application deadline of March 15, 2010. Once you have reviewed the proposal, please sign in the box above and call me for pickup at 252-4768. Thank you and please let me know if you have any questions regarding this request. 3301 East Tamiami Trail. Naples. Florida 34112 . marlenefoord(Q).collienwv.net. (239) 252-4768. (239) 252-8720 (fax) Agenda Item No. 16F1 April 13, 2010 Page 4 of 22 NATIONAL CENTER FOR CIVIC INNOVATION Center on Government Performance GOVERNMENT TRAILBLAZER PROGRAM 121 Avenue of the Americas, 6th Floor, New York, NY 10013 Governments Involving the Public in Performance Measurement and Reporting Application for Government Trailblazer Program (2010) Introduction The Center on Government Performance of the National Center for Civic Innovation announces the fourth round of its Government Trailblazer Program. This program encourages local and county governments to engage the public in their performance measurement and reporting processes. The program has two major overriding objectives: (1) to produce greater alignment between the public's point of view and the actions and priorities of its local government; and (2) to provide non-confrontational opportunities for the public and govemment to discuss matters of mutual concern. Since 2004, 67 governments have blazed new trails in the way they are measuring and reporting about their performance by: Getting feedback from the public about the content and style of their performance reports Heeding some or all of the public's suggestions when revising performance measures and reports and reviewing management practices and priorities Disseminating their performance reports to the public on an ongoing basis. New successful applicants will join this corps of governments and government managers who have been recognized for the innovative ways in which they have made their government more transparent. Trailblazers enjoy the recognition and satisfaction of introducing innovative management practices and civic participation into local government operations. Stipends of up to $5,000 per government may be awarded to successful applicants. Applications will be accepted through March 15,2010, but applications will be reviewed when received. It is to your advantage to apply early since there are a limited number of stipends and spots availabie. Who is eligible Local and county governments in the U.S. and Canada that are now collecting and reporting performance data, at least for internal purposes. Agenda Item No. 16F1 April 13, 2010 Page 5 of 22 Obligations Applicants agree to: Solicit feedback from the public, in an approved manner: about the style, performance measures and other content of their current performance report For their subsequent performance reports, take the public's views into consideration: as existing performance measures are reviewed when developing new measures about the desired style and format of their new report Disseminate to the general public at least one version of the revised performance report before August 31, 2011 Incorporate public accessibility and feedback into the performance measurement and reporting process in the future. In addition, participants will: Attend a meeting of Trailblazers to share experiences and learn from one another (meeting and travel expenses to be paid by NCCI) Participate in a Trailblazer Iistserv Subm it brief quarterly progress reports Submit a brief final report Serve as a resource for other governments that want to initiate citizen-informed performance measurement and reporting. All applications must be supported and signed by (1) the chief executive of the government and (2) the designated person responsible for the management of this project. Selection criteria In selecting new Trailblazers, consideration will be given to: The extent to which all departments and services will be included in the performance reports The extent of organizational and elected official support Plans to obtain feedback from the public about the reports Plans to disseminate the revised performance report to the public Capacity to adhere to the proposed schedule Your vision of how the public will be involved in your performance measurement and reporting practices. We recommend independent, nonpolitical, professionally designed approaches to reach a representative group of the public 2 Agenda Item No. 16F1 April 13, 2010 Page 6 of 22 NATIONAL CENTER FOR CIVIC INNOVATION Center on Government Performance GOVERNMENT TRAILBLAZER PROGRAM 121 Avenue of the Americas, 6th Floor, New York, NY 10013 Governments Involving the Public in Performance Measurement and Reporting Instructions for Applicants (2010) 1. Filling out and filing the application Please fill out the application form on the following pages using Microsoft Word. You may write as much as you need to; concise responses will be appreciated. Then send one (1) double-sided hard copy of the signed application and necessary attachments to: National Center for Civic Innovation Center on Government Performance Government Trailblazer Program Attention: Nancy Allendorf 121 Avenue oftha Americas, 6th Floor New York, NY 10013 Also, please em ail an electronic copy of the application to qpr@civicinnovation.orq with your government's name in the filename. 2.. Copies of your existing performance reports Please send one (1) hard copy and an electronic copy of your latest report(s), whether internally or externally distributed, with your completed application. 3. Required Signatures All applications must be signed by the chief executive and designated person responsible for the management of this project. 4. Timing Applications will be accepted through March 15,2010, but applications will be reviewed when received. It Is to your advantage to apply early since there are a limited number of stipends and spaces available. 5. If you have questions about the application, you can reach us at: EMAIL FAX PHONE qpr@civicinnovation.orq (212) 925-5675 (212) 590-9405 Nancy Allendorf (212) 590-9413 Vema Vasquez (212) 590-9412 Barbara J. Cohn Berman 3 Agenda Item No. 16F1 April 13, 2010 PaDe 7 of 22 NATIONAL CENTER FOR CIVIC INNOVATION Center on Government Performance GOVERNMENT TRAILBLAZER PROGRAM 121 Avenue of the Americas, 6'" Floor, New York, NY 10013 i ! FOR OFFICE ust=._ ONLY i Governments Involving the Public in Performance Measurement and Reporting I. Applicant InformatIOn I Name of government !Type of government I (city, county; in Canada, also ~~ify tier level) , i Website 1_____ ! Person responsible for the . ! management of this project I Winona Stone I---~----"--'--------"--r----------------------'" I Title Assistant to the County Manager I 3301 E. Tamiami Trail I Mailing address (including I_dep~~~nu~~~~~n~r:e~_ ]~~:~ ~orida 341~_______________~ I Telephone 239-252.8736 i Board of Collier County Commissioners ! FOR OFFICE USE CJNl Y County www.colliergov.net , I ---1 . FAX 239.252-8828 I Email address winon aston e@colliergov.net I' If this application is being completed by someone other than the person named above, please provide name, I title and contact information 4 Other (specify): Collier County Government is comprised of six primary branches (each headed by FOR OFFICE USE ONLY elected official[s]), including the offices of the Property Appraiser, Tax Collector, Sheriff, Clerk of Courts, Supervisor of Elections, Judicial Courts and Judges, and the Board of County Commissioners (BCe), with a total Fiscal Year (FY) 2010 budgeted positions of 3,732. For FY 2010 t~e Board of Collier County Commissioners (BCe) consists of 2,069 authorized positions; of which 1,663 are funded and 1,627 are occupied as of December 31,2009. The BCC's FY 2010 operating budget is $530,092,406 (personnel services of $285,774,175 and operating expenses of $244,318,231, and excludes capital outlay and capital projects). The BCC is composed of 5 appointed (contracted) positions that administer two Community Redevelopment Agencies, County Attorney's Office, Airport Authority, and County Manager's Agency. The County Manager's agency has oversight of four Executive Offices (Office of Management and Budget, Communication and Customer i Relations, Tourism and the Bureau of Emergency Services) and five distinct Divisions: ,-- dministrative Services which provides administrative, technical, logistical and resource onanagement;Community Development & Environmental Services which is responsible for providing information and services associated with bUilding permits, inspections, investigations, development plans, and land use petitions; Public Services provides a wide variety of traditional governmental services and amenities, such as libraries, parks, human services assistance, museum, and beaches; Public Utilities is responsible for water, wastewater, solid waste, and pollution control; and Transportation, which oversees public transportation, traffic operations, landscaping, road and stormwater maintenance, and construction planning. Reference Appendix # 1: Collier County Constitutional Offices and BCC Organizational Charts, Appendix # 2: Division/Department listing/description. Situated on the Southwest coast of Florida on the Gulf of Mexico, Collier County is home FOR OFFICE USE ONLY to miles of white-sand beaches on the Gulf of Mexico. Collier County includes the cities of Naples, Marco Island and Everglades City and is the largest county in the state with a land area of 2,025.5 square miles, of which 89% is designated as local, state and federal preserve lands. In the short span ofthirty years, the number of county residents swelled from 6,488 in 1950 to 85,000 by 1980. The county seat was transferred from Everglades ity to the more urban East Naples in 1962, signaling a new era of sustained growth in ;riculture, tourism, and real estate. Prior to the current economic crisis being I experienced by most jurisdictions, Collier County had for over a decade been one of the 5 Agenda Iten: No. 16F1 fastest developing areas in the nation. Collier County has a FY 2010 projected permanent Page 9 of 22 population of over 330,000 (which includes 40,000 in the three municipalities) and swells to nearly 400,000 during peak season. The 2007 per capita personal income was $63,276, while the state-wide number was $38,417. Collier County's unemployment rates have been traditionally low compared to the state and national averages. Recently this trend has been reversing. In 2000 the unemployment rate was 3.7% and for January 2010 is reported as 12.7% percent, up from 12 % in December. The statewide rate for January 2010 is 11.9% and the national average of 9.7%. All of Collier County's three primary income areas of agricuiture, tourism and real estate are experiencing economic difficulties. Reference Appendix # 3 for additional demographic, etc. information (Collier County Profile) Performance management is an integral part of Collier County Government's FOR OFFICE US!" ONL y : management process and in today's environment of "do more with less" it has become i indispensable. Currently, established performance measures are primarily for internal use i and are not generally disseminated to the public as they are utilized as a management I' planning tool. For the past year staff has been formulating a strategy on how to incorporate public interest and involvement in the development of "citizen centric" I performance measures. Receiving the Trailblazer award will provide needed additional I financial support to facilitate resident focus groups, gather information from our constituents, and provide them with the information that will allow them to have an I additional voice in their governance. Collier's plans are to implement five focus groups, lone in each ofthe five districts in Collier County. The focus groups will provide an initial Ii forum for citizen interaction, citizen education about performance measures, facilitate citizen discussion about performance outcome measures, determination of which I outcomes (in each service category) are most important to them, and facilitate citizen I input in the development of measures of service effectiveness. An annual report, or I scorecard, on the resultant "citizen centric" performance measures will be widely I distributed through various media, including the county's web site, Collier TV, press I. releases, posters, social media, and additional methods iffunding is sufficient. The report will also encourage continuous citizen feedback and suggestions for enhancement of our i report format and data. The Trailblazer grant will provide additional funding for I solicitation of citizen participation in the focus groups, materials and refreshments i available at the group sessions, possible video- taping of the sessions to be broadcast on .1' Collier TV, possible "thank you for participating" gift cards and/or other items (such as , coffee cups with the Collier County logo) of minimal monetary value, certificates of ~articipation, and wider distribution of the final report. 6 Appendix # 4 is a table of Service Areas for which performance data is currently reported for 3 distinct purposes. In FY 2000 the County Manager initiated an Operations Management Tracking System (OPS-Track), which had little inertia for several years. After turn over in the County Manager position, this effort was given higher priority and the County Manager created the Strategic Excellence Program for Ultimate Performance (STEP-UP) to lead our performance measurement and strategic plan initiatives. The STEP- UP team is a multi-business discipline team that acts as a catalyst to encourage cross- divisional contributions for implementing the BCe's objectives (Appendix # 5: STEp.UP Team Listing). OPS-Track's primary purpose is to provide the County Manager and Executive Staff with proactive information on leading measures in order to identify and address issues before any negative impact is experienced. The first OPS-Track quarterly meeting was conducted in June 2006 and continues on a quarterly basis with the team and senior management staff in attendance. OPS-Track measures include 20 service categories and more than 10 internal services and also include revenue and expenditure data (Appendix # 6: OPS-Track FY 09 Q4 YE Report.) Additionally, the annual budget book includes over 30 internal and external service categories. (Appendix # 7: FY 2010 Adopted Budget Performance Measures) In FY 2002 the County Manager's Agency began participation with the International City ,--_County Manager's Association (ICMA) Center for Performance Measurement (CPM). The PM is a comparative performance measurement program that collects, analyzes, and reports comparative performance data from local governments in specified service areas. Participation in the CPM was discontinued during 2007 after a staff analysis determined that the cost of participation far out-weighed the benefits gained and that our partiCipation in the Florida Benchmarking Consortium was a higher priority than CPM. During CPM participation we reported data in 13 service categories. Collier County is a founding member of the Florida Benchmarking Consortium (FBC), established in 2004 to facilitate the comparison of within-state performance measurement data among Florida local governments. The organization seeks to improve service delivery efficiency and effectiveness through performance comparison. Collier County currently reports on 13 of the 14 FBC service categories, including Building Review, Code Enforcement, Environmental Management, Fire Rescue (EMS portion only), Fleet Management, Human Resources, Information Technology, Parks and Recreation, Purchasing, Road Repair, Stormwater Drainage Maintenance, Traffic Engineering, and Water and Wastewater. (Appendix # 8: Collier County data submitted for inclusion in the FBC FY 2009 Data Report ) Collier County maintains a balanced scorecard methodology, in other words, the County continues to maintain a balance between its outcome measures and its performance drivers. On May 9, 2006 the Board of Collier County Commissioners adopted its first ever Long Range (10 year) Strategic Plan (Appendix # 9) effective October 2007. The plan i- ~entifies six strategic focus areas and their corresponding strategic goals, desired .ommunity outcomes and obLectives. Subsequently, staff developed a Strategy Map 7 I (Appendix # 10), that incorporates the plan into a "road map" format highlighting four I key perspectives (serve the customer, manage financial resources, run the business and : build the team). Definitions for each key perspective and corresponding community ! outcomes were also crafted (Appendix # 11.) I During the current fiscal year (FY 2010) the team is evaluating the three performance I measurement formats (OPS-Track, FBC and budget book) in an effort to consolidate efforts and define the measures as input, output, outcome, efficiency data, and I classifying whether the data is simply informational or if it is a "decision maker." The i team has also been tasked with identifying leading indicators for building industry I recovery. Interaction with citizens should prove invaluable towards these efforts. The County Manager's STEP-UP Team, a cross-divisional team reporting directly to the County Manager, is responsible for recommending performance measures and revisions, deletions, additions and change in display format of OPS-Track performance measures. The team works with their respective staff's in the selection of performance measures. Currently the County Manager has the final decision on which measures are included in his OPS-Track quarterly reports. Budget book measures are developed by Office of Management and Budget analysts in coordination with service area staff. The STEP-UP team plans to review the budget book measures and consolidate efforts. The FBC service areas are determined by the FBC membership, with input from participating jurisdictions. Collier County played a lead role in the development and definitions of the FBC's Road Repair and Stormwater Drainage Maintenance Service Areas. Our proposed "citizen centric" performance measures will be developed by a STEP-UP team sub-committee composed of four team members and two citizen volunteers, who have already held preliminary meetings to strategize our proposed focus group sessions, etc. With input from citizens, the team will propose "citizen centric" performance measures for the Board of County Commissioners' final approval. The measures will be reported annually at a minimum. STEP-UP team members are responsible for collecting, compiling and entering data for their respective service area(s). Data scrubs and validations are also performed by the data. The Team Lead publishes and distributes the OPS-track reports quarterly. Agenda Item No. 16F1 Page 11 of 22 8 The public has had very limited input into the measures currently reported by Collier FOR OFFICE USE ONLY County. The FBC did conduct regional focus groups and incorporated citizen initiated measures in the FBC reporting efforts. Collier County sponsored one ofthe FBC focus groups with about 15 citizens participating. Also a Collier County citizen served on the FBC Executive Committee for two years. Annual citizen surveys are conducted, contingent upon funding, to gauge citizen satisfaction with the services provided. The County has conducted and participated in key meetings with the Economic Development Council (EDC) and citizens serving on the EDC's Project Innovation Initiative in an effort to combine our endeavors to obtain and incorporate resident input. At the present time the 5 elected County Commissioners have minimal, if any, FOR OFFICE USE ONLY actual impact on the overall development, review and reporting of performance measures. Some internal performance measures outcome data on specific items are provided to Commissioner(s) upon their request. The Commissioners do playa high level, indirect role in the creation of some measures in that they approve the County Manager's Annual Work Plan which sets goals and targets for the upcoming fiscal year and upon which he is rated at the conclusion of the fiscal year. Staff develops measures that track ,., 'rogress and outcomes of the items included in the County Manager's Work Plan. The Commissioners will be much more involved in the development and reporting of the proposed "citizen centric" performance measures. Each Commissioner will be invited to attend the opening session of their respective focus group sessions, participate with staff in determining the final selection of the measures to be reported as dictated by citizen consensus (potentially during a public workshop or some other forum including public participation), and in developing the report format and distribution to the public. At this time we are not able to provide the number requested. No staff is solely dedicated FOR OFFICE USE ONLY to the performance measurement and reporting process. Two staff members own performance measurement as one oftheir key responsibilities, directly reporting to the County Manager. The County Manager's STEP-UP Team, composed of subject matter experts from each division, is responsible for compiling and entry of the quarterly oPS- Track data reports, as well as the FBC annual data report. The team currently consists of 11 members and back-up support of six additional members. Team members obtain data from numerous staff in each of their respective service areas. This number may be as high -.as 100 employees. The reports are viewed by numerous staff at all different levels, from ,Jeration analysts though department directors (40) and division administrators (5), prior to the report being provided to the County Manager. Collier County's performance 9 measurement and reporting process is a dynamic endeavor requiring agency- wide participation. Agenda Item No. 16F1 A~I il 13;-201tl-: Page 13 of 22 I I I The FBC publishes an annual data report which is distributed in published bound booklet and electronic formats available free to FBC participating governments and non-members for a nominal fee. Information is also published on the FBC website and advertized through workshops and conferences. The County Manager's internal OPS-Track performance measures are available as power point slides and distributed in both hard copy and electronic formats on a quarterly basis. As the current reports are primarily for management purposes, news organizations and other media are not provided the reports unless specifically requested. The receipt ofthe Trailblazer grant will enhance the development and distribution of "citizen centric" performance measures, through the use of press releases, social media formats, Collier TV, Collier County website, etc. II Data reports are utilized by the County Manager and semor staff, including Division FOR OFFICE USE ONL y Administrator and Department Directors in making management deciSIOns on funding pnorities, identification of areas needing process Improvements, and gauging customer I satisfaction. The reports provide management the opportunity to Identify potential areas of concern and take proactive corrective action prior to the occurrence of any negative: 1_ _~ ~ i impacts. ] I Continuous feedback IS solicited from internal users and is prOVided to the STEP-UP team, , I which assists in the enhancement of the measures and reporting formats. I As reported later in Item 19 a., the County is currently developing plans to , implement citizen focus groups. However, no county funds have been provided for the i development of "citizen centric" performance measures and the effort is reliant upon I' donations (citizen volunteers, free meeting facilities, assistance for promotions, etc.) Receipt of Trailblazer grant funds will greatly enhance our opportunity for a successful project by allowing a broader outreach to citizens, enhanced meeting facilities and ! refreshments, allow earlier implementation of the focus group sessions and publication I and broader diss~_mination of a profeSSional "citizen cent~~" performance re~().r:!:__.___ ,FOR OFFICE USE ONL Y I I I I I 10 A enda Item No. 16F1 Trailblazer grant funds will greatly enhance our efforts to begin the process of developing ~~ri~ \34 ~ng "citizen centric" measures during 2010. The participating citizens will have an enriched 9 experience with the provision of Trailblazer funding. J Current performance measures are reported for each of our four Key Perspectives: FOR OFFICE USE ONLY Serve the Customer, Manage Financial Resources, Run the Business, and Build the Team. At this point it is planned to limit the services area for citizen input to those that fall under the Serve the Customer Key Perspective. The STEP-UP team is currently identifying which of our current measures support the goals and objectives from the Serve the Customer perspective. The intent is to limit our initial examination and identification of measures to those that have direct impact on citizens. In this initial undertaking our intention is to exclude internal service/support agencies, such as Information Technology, Human Resources, Purchasing, etc. While recognizing that internal service agencies playa major role in county government, it was determined that these areas not likely to be of the highest priority to the citizens. During the focus group discussions we will be validating this determination and take corrective action if needed. We plan to limit the initial number of services reviewed from 12 to 15. The program will be considered successful if it results in consensus for reporting of 3-5 measures in each selected service area. The "citizen centric" performance measurement project team is composed of 4 staff members of the County Managers' STEP-UP Team and 2 volunteer citizens who are both heavily involved in the Economic Development Council's Project Innovation. One ofthe volunteers is a PhD and a professional facilitator and trainer. Both volunteers, as well as others yet to be named, will be leading and/or participating in the focus group sessions. We included citizen involvement with the project from its inception. a) Our plan is to conduct five, one-day citizen focus groups throughout Collier County to facilitate citizen-citizen and citizen-government interaction. Participants will be solicited through notification of the program provided through press releases to various media, including newspapers and TV news stations; County TV, County web site, other social i media, posters/fiyers posted in public areas (such as libraries, parks, etc.); list serve email Lto more than 30 community stakeholder organizations; members of the Board's 40 or so ivisory committees will be notified through their respective staff liaisons; and any I ddditional methods likely to result in obtaining participan~ representative of the Collier 11 County population. The goal of the focus group process is to solicit feedback from citizens on the kinds of measures that they would like to have the County implement in the evaluation of services. b) Feedback on the performance reports will be solicited through many of the same methods listed under a) above for gaining citizen participation in the focus groups. The most likely method for receiving feedback would be though enhancing and promoting our existing website. The focus group methodology was selected to gain citizen input as a similar method was successfully used in the past by the Florida Benchmarking Consortium. I Preliminary plans call for the five elected Commissioners, in addition to being I invited to participate in the opening session of the focus group in their districts, during a I public meeting, to review the report drafted by staff. The report will include the i recommendations received from citizen participants during the focus group sessions. The I Collier County Commissioners are always solicitous of public feedback and welcome I public participation in the government process. When Commissioners receive feedback or comments from citizens they forward such to the County Manager for his I' consideration and action. Staff or Commissioners themselves then contact the citizens to ! inform them of any actions taken as a result of their feedback. Collier County l~~E!rn me~~-"E:iv~~s to~_~ transpar~E!!,_!~"d~e~iJOI1.s~E!_~our citizE!~~~__~~._~ Agenda Item No. 16F1 Page 15 of 22 iFOR OFFICE USE ONl Y I I i I ..L..__~__~__._J There are several resources available for the distribution of the annual performance report. First the report will be adopted by the Board of County Commissioners during a regular or special public meeting or workshop. The County website provides a way to communicate quickly and efficiently and has the potential for subsequent citizen feedback and staff response. Other methods include hardcopy published reports available at libraries and other public sites, emaillist.serve distribution of electronic copies to stakeholders and citizens. Press releases will be disseminated to numerous media outlets and promotion ads will run on Collier TV. FOR OFFICE USE ONLY I i I I 12 Agenda lIen: No. 16F1 The Board's Long Range Strategic Plan and associated documents, as well as the FOR OFFICE USE ONLY County Manager's Annual Work Plan are already available to the public on the County website. The website will contain information on our progress in developing and reporting "citizen centric" performance measures, including a brief description of the purpose, solicitation and registration forms for participating in one of the scheduled focus groups. Progress will also be documented on the development ofthe annual report. Continuous feedback will be encouraged, with two way communication through the website. Other methods for soliciting and responding to citizen feedback are also under consideration. Links to other sites might also be provided. A quick reference Q and A will likely be created. Use of other social media will be researched and if utilized monitored for activity. I Date Who Activity Frequency I April- Team* Meetings to strategize and develop project Bi-weekly June management plan: develop citizen participation 2010 strategy including finalizing flyers, registration and disclaimer forms; secure sites (1 in each Commissioner district) and dates of focus group sessions, schedule Commissioner for welcome section of each session, solicit citizen participants; secure location of sessions; preparation of agenda, handouts, power point presentation, take-aways I (including participation certificates); secure video. taping of session, refreshments; identify current measures duplicated in 3 report formats, select 12. 15 service categories from Serve the Customer perspective, select 3-5 measures in each category that might be important to citizens July- Team & Facilitate 5 focus group sessions, one in each 1 session every Aug. Citizen Commissioner District, obtain citizen input, request week or two 2010 Participants volunteers for future involvement in the remainder of the process, Team debrief after each se.ssion, short feedback report to participants including listing of next steps. Oct. 2010 Team, Compile information from sessions, request Team meeting - June Citizens, continuous feedback:, gain consensus on 3-5 Bi-weekly, more 2011 Management, performance measures for each of the 12-15 frequently if service areas, draft measures, develop definitions, needed Board propose format(s) with citizen input; draft report to stakeholders for comment/feedback; draft initial I FOR OFFICE USE ONLY 13 and final Staff Program Report, draft annual report; Page 17 of 22 I schedule Bee public meeting or workshop to review and finalize report and format. July- Publish Disseminate the Citizen Centric Performance Annually Aug. Annual Report (Bee Citizen Report Card) through various 2011 Performance media and solicit feedback. Distribute Staff I Program Report to interested parties; both to be Report and included on the County website; cycle to continue Staff Program annually (pending funding) Report Agenda item No. 16F1 *Team:::: Implementation Team, composed of a minimum of 4 staff members and 2 citizen volunteers .~ The County is currently developing plans to implement focus groups. The County Manager is tasked by the Board of County Commissioners to begin implementation of "citizen centric" performance measures during FY 2010. Therefore, our endeavor will continue regardless of receipt of the award. However without grant funding the 'I implementation, focus group sessions, and development of performance measures with , citizen input and publication of an annual performance report for dissemination to the I public will be delayed until funding can be secured. Based upon our history of activity and I the evolution of performance measures to date, staff is uniquely poised to move ahead i very quickly one funding is secured. Our citizens will also benefit from the involvement i and cross communication with the STEP-UP and Trailblazer Teams of like minded iE-rofessionals, s~_()_~!~ werecE!i'J~hisgran.t~",:,a_r~___n__n._.____ FOR OFFICE USE ONL y I' The Trailblazer grant wili provide additional funding for solicitation (advertisements) of citizen participation in the focus groups, pay for meeting facilities (if I needed), defray the cost of meeting materials and refreshments available at the group i sessions, possible video-taping of the sessions to be broadcast on Collier TV, possible I "thank you for participating" gift cards and/or other items (such as coffee cups with the i Collier County 10go/NCCllogo) of minimal monetary value, certificates of participation, ! and wider distribution of the final report. FOR OFFICE USE ONLY 14 Agenda Item No. 16F1 April 13, 2010 Our vision is that once we create citizen performance measures this will begin a never ending life cycle. The cycle will be to report at least annually on the measures (more frequently when the technology is available). We will continually seek updates to the measures based on relevancy to the citizens of Collier County. This will be managed by the STEP-UP Team under the direction of the County Manager. FOR OFFICE USE ONLY Collier County is always available as a resource to other agencies, both governmental and non-governmental, and frequently participates with other agencies in benchmarking and identification of best practices. By the conclusion of the Trailblazer grant commitments, staff will have published an Executive Summary and detailed report on our activities, experiences, findings, recommendation, and any suggested process enhancements, which should prove beneficial to other jurisdictions contemplating the ,. ;evelopment of citizen involved performance measurements. These documents along Nith the annual reports on citizen centric measures will be available on the County website as well as other methods. Also we could enjoy participating in the e-Iists and other similar activities in support of other jurisdictions and hosting visits from any interested areas. IFOR OFFICE USE ONLY V. Staffmg and Support ~~ ~~~m ~-" 1~.1 _-, ~~_:~:.:. ~ ~:'rJ' -I'l~~: -- ~~4\~':'~ ,<:<>~~~';f ~,_:~~ ~,- -~ ~ ~t~i~ :':L-<- 1'1:,c..1' \ - JJ 1 :t::U;_~j'r~n.j,r' l"if~ I 'J};/'I ),~>, \II~ .1 " - )"J~ " 1.11 ~, I;ll(;-:';~ -'.'I~r..Ii~~H!~;:, 1..... Fl:1~~i "j~~('1,"ltq., ,\\ elIt1d-:I,'rIILH~'I~tdnJi,jl . Ji]~!M ~~ J "'I J ;w~~ e - _~'. _..~. d :.~ ~t" ;, ~ :~ I J ~,i~~_~'~ _ -~ . ~,,~k ~ _ =*=- ~ 'J-' ~~" ,,_~' ~~ ~"_ ~~:~~~: The County Manager's Strategic Excellence Program for Ultimate Performance (STEP-UP) Team will have primary responsibility for the preparation and promulgation of the annual performance report with the expert assistance ofthe Communication and Customer Relations Department Director and staff. This team reports to the Corporate Planning and Performance Improvement function and is a direct report to the County Manager, As noted in Item 6 (pages 7-8) the STEP-UP Team is a cross-divisional team responsible for agency-wide performance measurement efforts, including the internal Operations Management Tracking System (OPS-Track) and participation in the Florida Benchmarking Consortium (FBC). FOR OFFICE USE ONL Y 15 Agenda Item No. 16F1 I It is highly unlikely that the personnel involved with and supporting the project will lchange over the next two years. In the unlikely event that such should occur, alternative rstaff members are more than capable of stepping-up and following through with the grant ,commitments and the ultimate goal of creating and reporting "citizen centric" Iperformance measures. The County Manager is committed to this endeavor and is under icontract for the next two years. The staff responsibie for implementing the citizen iinformed performance measures and reports are primarily senior staff members whom Ihave proven to be successful, exceed expectations and are dedicated to fostering irelationships with the community. All levels of the Board of County Commissioners (BCe) and County Manager's Agency FOR OFfiCE USE ONlY support this project. The Board's Long Range Strategic Plan includes the Strategic Goal of Local Governance, defined as: To sustain public trust and confidence in County government through sound public policy decisions, expert professional management and active citizen oarticioation." The County Manager is dedicated to improving citizen interaction with government. So much so that included in his FY 2010 Annual Work Plan, approved by the BCC on September 29, 2009, is the requirement to "Begin the implementation of a Customer (Citizen) Centric Performance Measures Program that the BCC can utilize to report goal progress to constituents (stakehoiders.)" VI. Other Information ~,-, ,'It,J'' n: J'" r~(j~-'II;"-~~"":: ""'-;~l\i" ~"f' ,T, ,. ""~~ii~".,~~ ~-'~T"- > r>.~:\'i;;A';;~~ tj:" ! ".j,+I:;[f:,trm'1,jJlii~L':';n~'",~a.i',5..:.r'l'!~.iilj~i";: '~'~:m'\~4l'/!1)r:!1f'i~~tH '~'rlo':'L-).! ../ -, r~J',,1~(:l .~,,:vm" if. .'. :~~f~" ~ "I~~~~~~'~f': ,-~ 0:f:f" ...,Y' ~ ,- Il~ -"'\L\Wi;,:_lir, '~,~ h '," ':,j~" - -~,,-," {~~~::~~;~j ~!J!!i\dj~' i"l S;~~;:1~'FrJ' ~k(-t.l;,~~it'1:,':;;':~1,~~&'J '\;;W~l]1i.~ '" ,,,,n I ;'~~"~:~ . ,,;.:,""Ji>t' ,~" ;~";''5'-' 'ljfJY'I""l~",~"~;~t'""" ~ I "> : ;,'~l~,';& "I~ t ,,'f{~t~~i"&fr~:t~.f, /' Xi}Z.'F~~.,:;1 .,,, ~',~'-'l, ,\'i]r~ ~~.1~~-"-f,.,.,,,,~;<wl~;f.ilirL' ,~~~ 41fb~~_ """'"%v~1;o. ":'~ When a former County Manager of 8 years who recently retired for health reasons was FOR OFFICE USE ONLY first interviewed by the then County Manager for an Administrator Position, he asked the interview team: "How do you know you are doing a good job?" After a long pause the Assistant to the County Manager stated: "We know we are doing a goodjob if the County Manager still has his job tomorrow!" The former County Manager later told his wife about the interview and stated: "Well f guess I'll take the job. They have no clue how well they are performing. f can only imagine that I can make a lot of improvements." After being hired as an Administrator within 2 years he was appointed by the Board of County Commissioners as the County Manager..........and Collier County's quest for developing meaningful performance measures finally took off. The current County Manager, formerly the Deputy County Manager for 8 years, is fully engaged and leading our efforts in increasing citizen involvement, not only in the development "citizen centric" performance measures, but in all areas of Collier County government. As is evidenced within the structure of this application, Coilier County has been directing substantial effort an~fo_cus_()n dev~loEin!5' sustaininjS and utilizin[lJe~formance measures 16 Agenda Item No. 16F1 ___~~_~_ __~_______-__-_~__-_-_-_~ ____ l\Q[j1J_;L201Q. : as ~ key means of effectively operating local government and meeting the needs of its Page 20 of 22 : citizens. It is now time to enrich these efforts by direct involvement with our citizens and creating structured performance measures that help the Board of County Commissioners, the County Manager and his staff assure their ability to meet the requirements of our citizens. : We are uniquely positioned to utilize the Trailblazer funds in a situation where there is already a structure and vision in place; we are ready to move fast and we have the background, understanding and community liaisons already in place to foster this , endeavor. Consequently, actual achievement of "citizen centric" performance measures I is very realistic for us and the grant funds that may be provided will without question be used effectively to this end. , Attached please find additional documents referenced in this Trailblazer application' I Appendix Format Title # 1 Excel Organizational Charts 2 Word Division/Department Listing of Service Areas & Descriptions 3 Pdf Collier County Profile 4 Word Performance Measurement Service Areas 5 Word STEP-UP Team Membership Listing 6 PP OPS- Track FY 09 Q4 YE Report 7 Pdf FY 2010 Adopted Budget Performance Measures 8 Excel Collier County extract of data submitted for FBC FY 2009 Data Report 9 Word Collier County BCC long-Range Strategic Plan 10 I Jpeg Collier County BCC Strategy Map 11 Excel Collier County Key Perspectives Definitions Additional information may be found on our website Colliergov.net I ----L-- 17 . . . VII. Payment Information Agenda Item No. 16F1 -It " <f' <IIit.;;;; ....... ,..... '""",, ~'iIi.>... ", . ., . .' . - . hlf~ti~n~S Qlt~j~~,~~~ViJ:~!:0.:~ItIle~":"':~':--;'>' Check Payable To Collier County Board of County Commissioners Contact Person Winona Stone Title Assistant to the County Manager , Mailing Address Attn: Finance Department 3301 E. Tamiami Trail Naples, FL 34112 Telephone 239.2528383 FAX ; 239.252.4010 Email Address winonastone@colliergov.net 18 ~. . . VIII. ConfirmatIon and Signatures Agenda Item No. 16F1 I, as the person responsible for the management of the project proposed herein, confirm that If this proposal is approved by the National Center for Civic Innovation, the government of Collier County Board of County Commissioners, Florida agrees to: Solicit feedback from the public, in an approved manner, about the style, performance measures and other content of our current performance report Take the public's views into consideration in preparing subsequent performance reports, as existing measure are reviewed, when new measures are developed, and about the desired style and format of the new report Disseminate at least one version of the revised performance report to the general public before August 31, 2011 Incorporate public accessibility and feedback into the performance measurement and reporting process in the future Attend an expense-paid national meeting of Trailblazers to share experiences and learn from one another Participate in a Trailblazer Iistserv Submit brief quarterly progress reports Submit a brief final report Serve as a resource for other governments that want to initiate citizen-informed performance measurement and reporting. The work I do under this project will be exclusively for the government of Collier County Board of County Commissioners and will not be used for commercial gain. . I ~\ tIlL fJ1 L ~Jvu- SIgna ure March 15, 2010 Date Print Name and Title: Winona Stone, Assistant to the County Manager I, as the chief executive officer of Collier County, affirm that I am familiar with this application and confirm the jurisdiction's commitments as stated above. d(~(lJ-J-Jf Signature I I I i I I I I Please provide letter(s) of support from government official(s), other than and independent of those above, if any, who i WIll be involved in the preparation and/or review of these reports. .----J ~0ck}t. March 15, 2010 Date Print chief executive's name, title and telephone number: Name: Leo E. Ochs, Jr. Title: County Manager Telephone: 239.252.8383 r 19