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Agenda 05/28/2024 Item #16D 5 (Authorize expenditures through an exemption to Humane Society of Collier County, Inc.)05/28/2024 EXECUTIVE SUMMARY Recommendation to approve and authorize expenditures through an exemption from the competitive process to Humane Society of Collier County, Inc., d/b/a Humane Society Naples, for up to $200,000 and approve the necessary Budget Amendment. OBJECTIVE: To obtain Board of County Commissioners (Board) approval and authorization for expenditures through an exemption from the competitive process to Humane Society of Collier County, Inc. (d/b/a Humane Society Naples) for up to $200,000 and approve the necessary budget Amendments to fund these expenditures. CONSIDERATIONS: Under the direction of the County Manager's Office and Public Services administration, the Domestic Animal Services Division (DAS) partnered with the Humane Society of Naples (HSN) to complete a comprehensive Shelter Management Study. As part of this partnership, HSN agreed to provide the services for the initial management study that focused on the overall shelter operations. To continue this comprehensive Shelter Management Study of DAS with a focus on overall shelter operations, HSN staff will work directly with the County Manager's Office, Public Services Department, and County/DAS staff throughout the length of the management study. The management study is to include: • Review and integration of appropriate recommendations from the recent Humane Society of Naples (HSN) Operational Assessment. • Review and integration of appropriate recommendations from the recent Maddie's Million Pet Challenge Shelter Strategy. • Provide the County with written recommendations and development of Standard Operating Procedures on improving shelter operational processes at DAS and following where applicable the recognized Guidelines for Standards of care in Animal Shelters - 2022 (second Edition) by the Association of Shelter Veterinarians. • Identify and develop strategies for managing animal populations. • Identify and develop strategies for increasing the quality of services provided by DAS. The initial exemption of $50,000 was sufficient to cover the aforementioned management study. With the recent vacancy of the Director of DAS, HSN has provided additions to the scope of work, in the amount of $25,000. The expanded scope will include assisting County staff with further implementation and integration of recommendations from the HSN comprehensive Shelter Management Study and Maddie’s Million Pet Challenge Shelter Strategy and Consultation, continue development of detailed Standard Operating Procedures, provide input for the final candidates for the Director position, and assist with positive public messaging. The request to increase the waiver amount to (not to exceed) $200,000 will allow for the continued use of services offered by, and available to us, through our partnership with HSN, beyond the management study. However, staff will advise the Board of such further partnership activities as the need for such services arise. There is a separate waiver with HSN that is specific to veterinary care. FISCAL IMPACT: Funding up to a maximum amount of $200,000 will be available within fund center 0001- 155410 once the necessary Budget Amendments are processed. GROWTH MANAGEMENT IMPACT: There are no Growth Management impacts associated with this Executive Summary. LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, is approved as to form and legality and requires majority vote for approval. -JAK RECOMMENDATION: To obtain Board approval and authorization for expenditures through an exemption from the competitive process to Humane Society of Collier County, Inc. (d/b/a Humane Society Naples) for up to $200,000 and approve the necessary Budget Amendment. 16.D.5 Packet Pg. 1730 05/28/2024 Prepared By: Jeffrey Newman, Manager-Financial Operations, Operations and Veterans Service Division ATTACHMENT(S) 1. BA 155410 $150K_OP_Sal (XLSX) 2. FY24 Exemption 110 - Humane Society (PDF) 16.D.5 Packet Pg. 1731 05/28/2024 COLLIER COUNTY Board of County Commissioners Item Number: 16.D.5 Doc ID: 28837 Item Summary: Recommendation to approve and authorize expenditures through an exemption from the competitive process to Humane Society of Collier County, Inc., d/b/a Humane Society Naples, for up to $200,000 and approve the necessary Budget Amendment. Meeting Date: 05/28/2024 Prepared by: Title: – Operations & Veteran Services Name: Jeff Newman 05/07/2024 3:14 PM Submitted by: Title: – Operations & Veteran Services Name: Jeff Newman 05/07/2024 3:14 PM Approved By: Review: Operations & Veteran Services Jeff Weir OVS Director Review Completed 05/20/2024 11:21 AM Procurement Services Sandra Srnka Level 1 Purchasing Gatekeeper Completed 05/20/2024 9:21 PM Public Services Department Todd Henry Level 1 Department Review Completed 05/21/2024 9:49 AM Operations & Veteran Services Todd Henry Director Review Skipped 05/20/2024 11:25 AM Public Services Department Tanya Williams PSD Department Head Review Completed 05/21/2024 9:53 AM Procurement Services Sandra Srnka Procurement Director Review Completed 05/21/2024 10:12 AM Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 05/21/2024 10:26 AM County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 05/21/2024 11:01 AM Corporate Compliance and Continuous Improvement Megan Gaillard Additional Reviewer Completed 05/21/2024 2:57 PM Office of Management and Budget Blanca Aquino Luque OMB Reviewer Completed 05/21/2024 3:15 PM County Manager's Office Amy Patterson Level 4 County Manager Review Completed 05/22/2024 4:49 PM Board of County Commissioners Geoffrey Willig Meeting Pending 05/28/2024 9:00 AM 16.D.5 Packet Pg. 1732 BUDGET AMENDMENT REQUEST For Budget/Finance Use Only BA# JE # BAR# APH Date 0001000000 General Fund Fund No.Fund Description (type on line above) Date Prepared:5/7/2024 (Attach Executive Summary) Approved by BCC on:Item No. Expense Budget Detail Fund Center Title:Domestic Animal Services Fund Center No.:155410 Funded Program (Project) Title:5-digit Fd Prog #: (only one Fund Center/Funded Program should be entered into this section. If amendment is for Funded Program, must enter Fund Center info) Fund Funded Commit Commitment Item Increase Current Revised Center Program Item Description (Decrease)Budget Budget 155410 634999 Other Contractual 150,000.00 77,200.00 227,200.00 Net Change to Budget 150,000.00$ Expense Budget Detail Fund Center Title:Library Headquarters Fund Center No.:156175 Funded Program (Project) Title:5-digit Fd Prog #: (only one Fund Center/Funded Program should be entered into this section. If amendment is for Funded Program, must enter Fund Center info) Fund Funded Commit Commitment Item Increase Current Revised Center Program Item Description (Decrease)Budget Budget 156175 512100 Regular Salaries (50,000.00) 1,000,249.00 950,249.00 - - - Net Change to Budget (50,000.00)$ Expense Budget Detail Fund Center Title:Naples Branch Fund Center No.:156110 Funded Program (Project) Title:5-digit Fd Prog #: (only one Fund Center/Funded Program should be entered into this section. If amendment is for Funded Program, must enter Fund Center info) Fund Funded Commit Commitment Item Increase Current Revised Center Program Item Description (Decrease)Budget Budget 156110 512100 Regular Salaries (50,000.00) 538,198.00 488,198.00 - - - Net Change to Budget (50,000.00)$ Fund Center Title:Domestic Animal Services Fund Center No.:155410 Funded Program (Project) Title:5-digit Fd Prog #: (only one Fund Center/Funded Program should be entered into this section. If amendment is for Funded Program, must enter Fund Center info) Fund Funded Commit Commitment Item Increase Current Revised Center Program Item Description (Decrease)Budget Budget 155410 512100 Regular Salaries (50,000.00) 2,232,546.00 2,182,546.00 - - - Net Change to Budget (50,000.00)$ EXPLANATION - Why are funds needed?(type below) Where are funds available?(type below) REVIEW PROCESS Funds are needed for exemption for Humane Society of Naples. Funds are being transferred from attrition savings to Operating within the same fund. 16.D.5.a Packet Pg. 1733 Attachment: BA 155410 $150K_OP_Sal (28837 : Exemption for Humane Society of Collier County) Cost Center Director*:Date Deputy Dept. Head*:Date Budget Department:Date Ag ency Manager Date Finance Department:Date Clerk to the Board Admin:Date Inputted by:Date BA number (SAP) If this is uploaded into Novus with an Executive Summary, no signatures are required from the Cost Center Director or Division Administer. If this is uploaded into Novus, please do NOT sent a paper copy of the Budget Amendment to the Office of Management and Budget office, OMB will download all budget amendments from Novus and will process after the BCC meeting. I:\ Forms\ County Forms\ Budget\ Budget Amendment Form.xls (excel format) 16.D.5.a Packet Pg. 1734 Attachment: BA 155410 $150K_OP_Sal (28837 : Exemption for Humane Society of Collier County) EXEMPTION FROM COMPETITVE PROCESS FORM Page 1 of 2 Revised 02 EXEMPTION FROM COMPETITIVE PROCESS FORM : Procurement Ordinance 17- Complete all . Any quotes and/or term 1. Government Agency/Non- 2. 3. 4. 5.– subject to government control 6.Programs/Trainers/Speakers 7. Legal Services 8. Proprietary with current systems 10. 11. Personnel/Recruitment Services 12. Works of art for public display 13.ases 14. Financial Instruments 15. Entertainment Services for County Sponsored Events 16. Management Studies as directed by the County Manager SECTION ONE Requester: Requested Item /Service : Vendor Name: SECTION TWO Historical Countywide Expenditure: Requested Not to Exceed Expenditure Per FY: One Time Purchase SECTION THREE Quote/Proposal: Yes No SECTION FOUR Detailed . Tanya Williams Public Services Advisory Services Humane Society of Naples $ 111,000 $ 200,000 6/1/2024-9/30/2025 FY24-FY25 Integration of recommendations from the recent Humane Society of Naples (HSN) Operational Assessment review and integration of appropriate recommendations from the recent Maddie's Million Pet Challenge Shelter Strategy and Consultation. Development of Standard Operating Procedures on improving business processes at DAS to include but not limited to identifying, developing, and implementing strategies for managing animal populations; and identifying, developing, and implementing strategies for increasing the quality of services provided by DAS. Humane Society will work in tandem with the County Managers Office, Public Services Dept., and County/DAS staff throughout the length of the integration. The County Manager, or designee, may require presentations or refine deliverables as situationally required. 16.D.5.b Packet Pg. 1735 Attachment: FY24 Exemption 110 - Humane Society (28837 : Exemption for Humane Society of Collier County) 16.D.5.b Packet Pg. 1736 Attachment: FY24 Exemption 110 - Humane Society (28837 : Exemption for Humane Society of Collier County) Humane Society Naples 370 Airport-Pulling Road North | Naples, FL 34104 (239) 643-1555 | HSNaples.org Purpose and Scope of Work Collier County Domestic Animal Services Division requests a Shelter Management Study be completed by the Humane Society of Naples’s staff. The Humane Society of Naples will designate director (or higher) level staff to provide the County with a comprehensive management study of the Collier County Domestic Animal Services (DAS) Division with a focus on Shelter Operations. The management study is to include, but not be limited to: • Review and integration of appropriate recommendations from the recent Humane Society of Naples (HSN) Operational Assessment •Review and integration of appropriate recommendations from the recent Maddie's Million Pet Challenge Shelter Strategy and Consultation • Provide the County with written recommendations and development of Standard Operating Procedures on improving shelter operational processes at DAS and following where applicable the recognized Guidelines for Standards of Care in Animal Shelters -2022 (Second Edition) by the Association of Shelter Veterinarians •Identify and develop strategies for managing animal populations. •Identify and develop strategies for increasing the quality of services provided by DAS. Expanded requirements: •Assist County staff with implementation and integration of recommendations from the Humane Society of Naples (HSN) Operational Assessment review. •Assist County staff with implementation and integration of recommendations from the Maddie's Million Pet Challenge Shelter Strategy and Consultation. •Assist County staff with implementation and integrations of Standard Operating Procedures on improving business processes at DAS, including but not limited to: •strategies for managing animal populations. •strategies for increasing the quality of animal services provided by DAS. 16.D.5.b Packet Pg. 1737 Attachment: FY24 Exemption 110 - Humane Society (28837 : Exemption for Humane Society of Collier County) •HSN’s President will provide input and feedback on behalf of HSN on final candidates for the Director position. •The County and HSN will mutually agree upon positive public messaging regarding this Management Study. HSN’s designee(s) will work in tandem with the County Managers Office, Public Services Department, DAS Director, and County/DAS staff throughout the length of the management study. The County Manager, or designee, may require presentations or refine deliverables as situationally required. Proposed Management study timeframe: Not to exceed 18 weeks. (original 12 weeks, plus additional 6 weeks). Proposed Management study cost: Not to exceed $4,000.00 per week for the first 12 weeks and not to exceed $4,500 per week for the additional 6 weeks, or $75,000 in total. The Humane Society of Naples will provide weekly invoices to Collier County Domestic Animals Services for consultative services rendered as per this proposal. ___________________________ Sarah Baeckler CEO 5/17/24 16.D.5.b Packet Pg. 1738 Attachment: FY24 Exemption 110 - Humane Society (28837 : Exemption for Humane Society of Collier County)