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Agenda 09/24/2024 Item #16F 1 (The Annual Performance Appraisal for the County Manager)9/24/2024 Item # 16.F.1. ID#: 2024-1184 Executive Summary The Annual Performance Appraisal for the County Manager OBJECTIVE: To complete the annual performance appraisal for the County Manager. CONSIDERATIONS: The County Manager reports directly to the Board of County Commissioners (Board). In order to ensure that the County Manager’s work performance is coordinated with the direction of the full Board, an annual appraisal process is provided in the County Manager's Employment Agreement. Different than the standard contract used for prior County Managers and other contract employees of the Board, the current County Manager Employment Contract does not include provisions for general wage or merit adjustments to be considered by the Board and the original negotiated salary remains in effect. The County Manager and staff developed a full update to the Strategic Plan in 2023, which was approved by the Board. Additionally, the Strategic Plan will be reviewed annually to provide real-time and ongoing updates to the Plan and create further alignment with the Annual Budget and Annual Update and Inventory Report. The approved Strategic Plan, including the 2024 update, establishes the Strategic Focus Areas and the Collier County Priorities for the annual, and ongoing work plan (Action Plan). The County Manager has been available to meet individually with Commissioners and has provided a self-appraisal relating to the performance standards for review. Due to the timing for this item, individual appraisals from each Commissioner will be provided for the record once received. FISCAL IMPACT: There is no fiscal impact associated with this action. GROWTH MANAGEMENT IMPACT: There is no growth management impact associated with this action. 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 RECOMMENDATIONS: That the Board of County Commissioners completes the annual performance appraisal for the County Manager. PREPARED BY: Amy Patterson, County Manager ATTACHMENTS: 1. County Manager Evaluation 2024 final 2. Commissioner Kowal County Manager Performance Evaluation 2024 3. Commissioner Saunders County Manager Performance Evaluation 2024 4. Commissioner Hall County Manager Performance Evaluation 2024 Page 3542 of 4908 Page 1 of 6 Fiscal Year 2024 Annual Performance Evaluation Amy Patterson, County Manager The County Manager is tasked with carrying out the policy direction provided by the Board of County Commissioners. The position functions as the Chief Executive Officer, providing leadership and direction over the day-to-day operations and management of the employees of the Board of County Commissioners. The following Action Plan outlines goals and performance expectations for the County Manager for Fiscal Year 2024, informed by the four Strategic Focus Areas of the Collier County Strategic Plan. The County Manager’s Employment Agreement with the Board of County Commissioners provides for an annual evaluation of the County Manager’s performance. By custom, this performance has been measured against performance objectives outlined in that year’s annual Action Plan by rating each of the performance objectives on a scale of 1 to 3: 1 = Below Standards 2 = Meets Standards 3 = Exceeds Standards Individual evaluations are then totaled and averaged to determine the Board's position. In addition, each of the four Strategic Focus Areas also provides for comments from each Board member to elaborate on the County Manager’s performance. Page 3543 of 4908 Page 2 of 6 County Manager Self-Assessment Action Plan Results - Fiscal Year 2024 Strategic Focus Area - Quality of Place: To support and enhance our commitment to robust public safety services; support access to health, wellness, and human services; preserve and enhance the character of our community; protect our natural resources; provide quality public amenities and recreational opportunities; promote Collier County as an exceptional tourism destination; and maintain a fully responsive, best-in-class emergency management capability. Self-Analysis: The health, safety, and welfare of our community is the highest priority for residents and visitors, and the provision for such is a statutory duty of the Board of County Commissioners. ✓We have continued to enhance strategic partnerships with our local public safety partners and have emphasized the proper staffing levels for public safety and emergency service jobs. This includes working with the Sheriff on Board initiatives and projects to facilitate their public safety operations. We have bolstered the Emergency Medical Services (EMS) workforce and improved the readiness and equipping of our Emergency Management team and facility. ✓Work continues on our evaluation of public services and amenities to ensure we are effectively and efficiently delivering the high level of service expected by constituents while looking for opportunities to diversify and streamline our approach to service delivery. This includes studying the potential for privatization of components of existing amenities to maximize operational efficiency and minimize service disruptions. ✓As our lands, wetlands, and waters drive the local economy, we continue to strive for a key balance between protecting and preserving our natural environment while providing infrastructure and other demands of the built environment. Over the last year, the pace of acquisitions of sensitive environmental lands has significantly increased while including direct coordination on infrastructure projects that may impact these same lands. ✓My team continues to work with our partners to prepare for the first season of professional soccer at our sports complex, ensuring the success of the team while protecting the community’s facility investments and enhancing revenue generation opportunities. Page 3544 of 4908 Page 3 of 6 ✓To begin the second century of Collier County, and with a new Board and corresponding philosophy, we have successfully refreshed the brand of Collier County government in a cost-neutral rollout. Commissioner Comments: Below Standards Meets Standards Exceeds Standards 1 2 3 Commissioner Rating: ------------------------------------------------------------------------------------------------------------------------------- Strategic Focus Area - Infrastructure and Asset Management: Plan and build public infrastructure and facilities to effectively, efficiently, and sustainably meet the needs of our community; optimize the useful life of all public infrastructure and resources through proper planning and preventative maintenance; prepare for the impacts of natural disasters on our critical infrastructure and natural resources; use the Annual Update and Inventory Report (AUIR) and other planning tools to establish and implement plans that concurrently provide public infrastructure; develop and utilize partnerships to ensure that government facilities meet public expectation. Self-Analysis: Aligned with Quality of Place, Infrastructure and Asset Management form the foundation of our community. ✓Over the past year, we have continued to address the legacy projects that have suffered from chronic delays while bringing forward needed new projects and maintenance plans. ✓We are developing and implementing updated management tools to track the maintenance cycles and useful life of infrastructure and assets to properly plan and budget for maintenance activities, including replacement. ✓With the continuing growth in the area, new infrastructure projects are also being planned and constructed, guided by the Board’s Strategic Plan and utilizing information provided by the Annual Update and Inventory Report. Page 3545 of 4908 Page 4 of 6 Several key infrastructure projects are under construction, including but not limited to: •Vanderbilt Beach Road Extension •Public Utilities Headworks •TIGER – Immokalee •EMS/Fire Station 74 •Main Campus Chiller Plant Upgrade Commissioner Comments: Below Standards Meets Standards Exceeds Standards 1 2 3 Commissioner Rating: ------------------------------------------------------------------------------------------------------------------------------- Strategic Focus Area - Community Development: To implement prudent and inclusive policy development through effective planning for transportation, land use, and growth management; design and maintain an effective transportation system to reduce traffic congestion and improve the mobility of our residents and visitors; encourage diverse economic opportunities by fostering a business-friendly environment, support comprehensive affordable housing opportunities; operate an efficient and customer-focused permitting process; develop integrated and sustainable plans to protect and manage water resources; provide services and programs that sustainably manage the County’s waste. Self-Analysis: FY 2024 provided for strategic alignments within our Housing Policy and Economic Development Groups, including the development of the application criteria for the Affordable Housing Land Funding portion of the infrastructure sales surtax. ✓Permit and Land Use volumes continued at extremely high levels; however, the review staff continued to exceed the performance measures required by statute. We continue to seek opportunities to streamline processes while adhering to all applicable regulatory requirements. Page 3546 of 4908 Page 5 of 6 ✓The Solid Waste division has continued excellent recycling performance and, at the beginning of FY 2024, was one of only three Florida Counties to surpass the 75% mark set by the Florida Department of Environmental Protection. This combined with their efforts to efficiently utilize landfill capacity and administer waste collection contracts is critical to sustainable policy. ✓My team has continued to facilitate the Board’s direction in the contract management and development of the Golden Gate Golf Course property, including the advancement of the workforce and senior housing projects, the State Veterans’ Nursing Home, Veterans’ Community Center, and The Gate golf course and First Tee facilities. Commissioner Comments: Below Standards Meets Standards Exceeds Standards 1 2 3 Commissioner Rating: ------------------------------------------------------------------------------------------------------------------------------- Strategic Focus Area - Responsible Governance: To lead by example with positive and purpose-driven actions; promote data-driven decision-making through performance management, continuous improvement, and measurable results; safeguard taxpayer money by promoting fiscal stewardship and sound budget oversight; encourage active community engagement and participation; foster a high-performing work culture with transparency and accountability; recruit, develop, assess, and retain a high-quality workforce; and support the Collier County Constitutional Officers in the execution of their responsibilities. Self-Analysis: With the policy direction of the Board, my team continues to approach responsible governance using innovative processes and technologies to ensure fiscal stewardship, enhance transparency and accountability, and compete in the workforce marketplace. ✓For the first time in County history, the proposed budget currently pending the Board for the next fiscal year has been developed by my team, in conjunction with ResourceX, Page 3547 of 4908 Page 6 of 6 utilizing a priority-based budgeting approach and data-driven decision-making that allocates resources based on the strategic importance and impact of individual programs. This approach ensures alignment of financial allocations with the organizational goals and community priorities outlined in the FY 2024 Strategic Plan. ✓A Workforce Prioritization Pool has been developed by identifying positions that had been vacant for an extended period or were otherwise not being utilized. This “FTE banking” creates immediate cost savings and establishes a pool of positions that can be strategically deployed as needs are identified. ✓Based upon the priority-based budgeting approach, resource alignment, organizational realignment, fee for service review, privatization, public/private partnerships, and level of service review have been initiated and will continue in perpetuity. ✓Over the past year, we have diligently worked to eliminate unnecessary decentralization, reduce redundancy, and automate routine tasks resulting in a reduction of administrative cost while enhancing service delivery. ✓Recruitment and retention of employees continues to be both a priority and a challenge. We are focused on developing stronger outside recruitment strategies while continuing to cultivate internal talent. Over the past year, we have filled key positions with both internal and external candidates and are developing broader internship and mentorship opportunities within the Departments. Commissioner Comments: Below Standards Meets Standards Exceeds Standards 1 2 3 Commissioner Rating: Thank you for the opportunity and honor to serve as your County Manager. We are blessed to have a dedicated, professional agency staff that works daily to further our Mission to deliver high-quality and best-value public services, programs, and facilities to meet the needs of our residents, visitors, and businesses today and tomorrow. Their success is our success. Page 3548 of 4908 Page 3549 of 4908 Page 3550 of 4908 Page 3551 of 4908 Page 3552 of 4908 Page 3553 of 4908 Page 3554 of 4908 hi*{/^ Fiscaf Year 2O24 Annual Performance Evaluation Amy Patterson, County Manager Collier County J The county Manager is tasked with carrying out the policy direction provided by the Board of County Commissioners. The position functions as the Chief Executive Officer, providing leadership and direction over the day-to-day operations and management of the employees of the Board of County Commissioners. The following Action Plan outlines goals and performance expectations for the County Manager for Fiscal Year 2024, informed by the four Strategic Focus Areas of the Collier County Strategic Plan. The County Manager's Employment Agreement with the Board of County Commissioners provides for an annual evaluation ofthe County Manager's performance. By custom, this performance has been measured against performance objectives outlined in that year's annual Action Plan by rating each ofthe performance objectives on a scale of 1to 3: 1 = Below Standards 2 = Meets Standards 3 = Exceeds Standards lndividual evaluations are then totaled and averaged to determine the Board's position. In addition, each of the four Strategic Focus Areas also provides for comments from each Board member to elaborate on the County Manager's performance. Page 1 of 5 Page 3555 of 4908 County Manager Self-Assessment Action Plan Results - Fiscal Year 2O24 Strategic Focus Area - Quality of Place: To support and enhance our commitment to robust public safety services; support access to health, wellness, and human services; preserve and enhance the character of our community; protect our natural resources; provide quality public amenities and recreational opportunities; promote Collier County as an exceptional tourism destination; and maintain a fully responsive, best-in-class emergency management capability. Self-Analvsis: The health, safety, and welfare of our community is the hiShest priority for residents and visitors, and the provision for such is a statutory duty of the Board of County Commissioners. r' We have continued to enhance strategic partnerships with our local public safety partners and have emphasized the proper staffing levels for public safety and emergency service jobs. This includes working with the Sheriff on Board initiatives and pro.iects to facilitate their public safety operations. We have bolstered the Emergency Medical Services (EMS) workforce and improved the readiness and equipping of our Emergency Management team and facility. / Work continues on our evaluation of public services and amenities to ensure we are effectively and efficiently delivering the high level of service expected by constituents while looking for opportunities to diversifo and streamline our approach to service delivery. This includes studying the potential for privatization of components of existing amenities to maximize operational efficiency and minimize service disruptions. / As our lands, wetlands, and waters drive the local economy, we continue to strive for a key balance between protecting and preserving our natural environment while providing infrastructure and other demands of the built environment. Over the last year, the pace of acquisitions of sensitive environmental lands has significantly increased while including direct coordination on infrastructure projects that may impact these same lands. r' My team continues to work with our partners to prepare for the first season of professional soccer at our sports complex, ensuring the success of the team while protecting the community's facility investments and enhancing revenue generation opportunities. Page 2 of 6 Page 3556 of 4908 r' To begin the second century of Collier County, and with a new Board and corresponding philosophy, we have successfully re/reshed the brand of Collier County government in a cost-neutral rollout. Com m i ss i on e r Com me nts : Strategic Focus Area - Infrastructure and Asset Management: Plan and build public infrastructure and facilities to effectively, efficiently, and sustainably meet the needs of our community; optimize the useful life of all public infrastructure and resources through proper planning and preventative maintenance; prepare for the impacts of natural disasters on our critical infrastructure and natural resources; use the Annual Update and Inventory Report (AUIR) and other planning tools to establish and implement plans that concurrently provide public infrastructure; develop and utilize partnerships to ensure that government facilities meet public expectation. Self-Analvsis: Aligned with Quality of Place, Infrastructure and Asset Management form the foundation of our community. / Over the past year, we have continued to address the legacy projects that have suffered from chronic delays while bringing forward needed new projects and maintenance olans. / We are developing and implementing updated management tools to track the maintenance cycles and useful life of infrastructure and assets to properly plan and budget for maintenance activities, including replacement. "/ With the continuing growth in the area, new infrastructure projects are also being planned and constructed, guided by the Board's Strategic Plan and utilizing information provided by the Annual Update and Inventory Report. Below Standards Meets Standards Exceeds Standards 1 2 3 Commissioner Rotino:X Page 3 of 6 Page 3557 of 4908 Several key infrastructure projects are under construction, including but not limited to: r Vanderbilt Beach Road Extension o Public Utillties Headworks o TIGER - lmmokalee o EMS/Fire Station 74 o Main Campus Chiller Plant Upgrade Com m i ssion e r Co m m e nts : Strategic Focus Area - Community Development: To implement prudent and inclusive policy development through effective planning for transportation, land use, and growth managemenq design and maintain an effective transportation system to reduce traffic congestion and improve the mobility of our residents and visitors; encourage diverse economic opportunities by fostering a business-friend ly environment, support comprehensive affordable housing opportunities; operate an efficient and customer-focused permitting process; develop integrated and sustainable plans to protect and manage water resources; provide services and programs that sustainably manage the County's waste. Self-Analvsis: FY 2024 provided for strategic alignments within our Housing Policy and Economic Development Groups, including the development of the application criteria for the Affordable Housing Land Funding portion of the infrastructure sales surtax. ./ Permit and Land Use volumes continued at extremely high levels; however, the review staff continued to exceed the performance measures required by statute. We continue to seek opportunities to streamline processes while adhering to all applicable regulatory requirements. Below Standards Meets Standards Exceeds Standards t 2 3 Commissioner Rotino:X Page 4 of 6 Page 3558 of 4908 The Solid Waste division has continued excellent recycling performance and, at the beginning of FY 2024, was one of only three Florida Counties to surpass the 75o/o mark set by the Florida Department of Environmental Protection. This combined with their efforts to efficiently utilize landfill capacity and administer waste collection contracts is critical to sustainable policy. My team has continued to facilitate the Board's direction in the contract management and development of the Golden Gate Golf Course property, including the advancement ofthe workforce and senior housing projects, the State Veterans' Nursing Home, Veterans' Community Center, and The Gate golf course and First Tee facilities. Com m issioner Comme nts: Strategic Focus Area - Responsible Governance: To lead by example with positive and purpose-driven actions; promote data-driven decision-making through performance management, continuous improvement, and measurable results; safeguard taxpayer money by promoting fiscal stewardship and sound budget oversighu encourage active community engagement and participation; foster a high-performing work culture with transparency and accountability; recruit, develop, assess, and retain a high-quality workforce; and support the Collier County Constitutional Officers in the execution of their responsibilities. Self-Analvsis: With the policy direction of the Board, my team continues to approach responsible governance using innovative processes and technologies to ensure fiscal stewardship, enhance transparency and accountability, and compete in the workforce marketplace. r' For the first time in County history, the proposed budget currently pending the Board for the next fiscal year has been developed by my team, in conjunction with Resourcex, Below Standards Meets Standards Exceeds Standards 1 2 3 Commissioner Roting:x Page 5 of 6 Page 3559 of 4908 utilizing a priority-based budgeting approach and data-driven decision-making that aflocates resources based on the strategic importance and impact of individual progroms. This approach ensures alignment of financial allocations with the organizational goals and community priorities outlined in the FY 2024 Strategic Plan. A Workforce Prioritization Pool has been developed by identifying positions that had been vacant for an extended period or were otherwise not being utilized. This"FTE banking" creates immediate cost savings and establishes a pool of positions that can be strategically deployed as needs are identified. Based upon the priority-based budgeting approach, resource alignment, organizational realignment, fee for service review, privatization, public/private partnerships, and level of service review have been initiated and will continue in perpetuity. Over the past year, we have diligently worked to eliminate unnecessary decentralization, reduce redundancy, and automate routine tasks resulting in a reduction of administrative cost while enhancing service delivery. Recruitment and retention of employees continues to be both a priority and a challenge. We are focused on developing stronger outside recruitment strategies while continuing to cultivate internal talent. Over the past year, we have filled key positions with both internal and external candidates and are developing broader internship and mentorship opportu nities within the Departments. Co m m issi one I Co m m e nts : Thank you for the opportunity ond honor to serve os your county Manoger. we ore blessed to have a dedicoted, professional agency stoff that works doity to further our Mission to deliver high-quolity and best-value public services, progroms, ond focitities to meet the needs of our residents, visitors, ond businesses today and tomorrow. Their success is our success. Below Standards Meets Standards Exceeds Standards L 2 3 Commissioner Ratinq:x Page 5 of 6 Page 3560 of 4908 Page 3561 of 4908 Page 3562 of 4908 Page 3563 of 4908 Page 3564 of 4908 Page 3565 of 4908 Page 3566 of 4908 Fiscal Year 2024 Annual Performance Evaluation Amy Patterson, County Manager Collier County The County Manager is tasked with carrying out the policy direction provided by the Board of County Commissioners. The position functions as the Chief Executive Officer, providing leadership and direction over the day-to-day operations and management ❑f the employees ❑f the Board of County Commissioners. The following Action Plan outlines goals and performance expectations for the County Manager for Fiscal Year 2024, informed by the four Strategic Focus Areas of the Collier County Strategic Plan. The County Manager's Employment Agreement with the Board of County Commissioners provides for an annual evaluation of the County Manager's performance. By custom, this performance has been measured against performance objectives outlined in that year's annual Action Plan by rating each of the performance objectives on a scale of 1 t❑ 3: 1 = Below Standards 2 = Meets Standards 3 = Exceeds Standards Individual evaluations are then totaled and averaged to determine the Board's position. In addition, each ❑f the four Strategic Focus Areas also provides for comments from each Board member t❑ elaborate ❑n the County Manager's performance. Page 1 of 6 County Manager Self -Assessment Action Plan Results - Fiscal Year 2024 Strategic Focus Area - Quality of Place: To support and enhance our commitment to robust public safety services; support access to health, wellness, and human services; preserve and enhance the character of our community; protect our natural resources; provide quality public amenities and recreational opportunities; promote Collier County as an exceptional tourism destination; and maintain a fully responsive, best -in -class emergency management capability. Self -Analysis: The health, safety, and welfare of our community is the highest priority for residents and visitors, and the provision for such is a statutory duty of the Board of County Commissioners. We have continued to enhance strategic partnerships with our local public safety partners and have emphasized the proper staffing levels for public safety and emergency service jobs. This includes working with the Sheriff on Board initiatives and projects to facilitate their public safety operations. We have bolstered the Emergency Medical Services (EMS) workforce and improved the readiness and equipping of our Emergency Management team and facility. Work continues on our evaluation of public services and amenities to ensure we are effectively and efficiently delivering the high level ❑f service expected by constituents while looking for opportunities to diversify and streamline our approach to service delivery. This includes studying the potential for privatization of components of existing amenities to maximize operational efficiency and minimize service disruptions. As our lands, wetlands, and waters drive the local economy, we continue t❑ strive for a key balance between protecting and preserving our natural environment while providing infrastructure and other demands of the built environment. Over the last year, the pace of acquisitions ❑f sensitive environmental lands has significantly increased while including direct coordination on infrastructure projects that may impact these same lands. My team continues to work with our partners t❑ prepare for the first season of professional soccer at our sports complex, ensuring the success of the team while protecting the community's facility investments and enhancing revenue generation ❑pportunities. Page 2 of 6 To begin the second century of Collier County, and with a new Board and corresponding philosophy, we have successfully refreshed the brand ❑f Collier County government in a cost -neutral rollout. Commissioner Comments: Below Standards Meets Standards Exceeds Standards 1 Z 3 Commissioner Rating: x Strategic Focus Area - Infrastructure and Asset Management: Plan and build public infrastructure and facilities to effectively, efficiently, and sustainably meet the needs of our community; optimize the useful life of all public infrastructure and resources through proper planning and preventative maintenance; prepare for the impacts ❑f natural disasters on our critical infrastructure and natural resources; use the Annual Update and Inventory Report (AU IR) and other planning tools to establish and implement plans that concurrently provide public infrastructure; develop and utilize partnerships t❑ ensure that government facilities meet public expectation. Self -Analysis: Aligned with Quality of Place, Infrastructure and Asset Management form the foundation of our community. ❑ver the past year, we have continued to address the legacy projects that have suffered from chronic delays while bringing forward needed new projects and maintenance plans. We are developing and implementing updated management tools to track the maintenance cycles and useful life of infrastructure and assets t❑ properly plan and budget for maintenance activities, including replacement. With the continuing growth in the area, new infrastructure projects are also being planned and constructed, guided by the Board's Strategic Plan and utilizing information provided by the Annual Update and Inventory Report. Page 3 of 6 Several key infrastructure projects are under construction, including but not limited to: ■ Vanderbilt Beach Road Extension ■ Public Utilities Headworks ■ TIGER — Immokalee ■ EMS/Fire Station 74 ■ Main Campus Chiller Plant Upgrade Commissioner Comments: Below Standards Meets Standards Exceeds Standards 1 2 3 Commissioner Rating: x Strategic Focus Area - Community Development: To implement prudent and inclusive policy development through effective planning for transportation, land use, and growth management; design and maintain an effective transportation system to reduce traffic congestion and improve the mobility of our residents and visitors; encourage diverse economic opportunities by fostering a business -friendly environment, support comprehensive affordable housing ❑pportunities; operate an efficient and customer -focused permitting process; develop integrated and sustainable plans t❑ protect and manage water resources; provide services and programs that sustainably manage the County's waste. Self -Analysis: FY 2024 provided for strategic alignments within our Housing Policy and Economic ❑evelopment Groups, including the development of the application criteria for the Affordable Housing Land Funding portion of the infrastructure sales surtax. Permit and Land Use volumes continued at extremely high levels; however, the review staff continued to exceed the performance measures required by statute. We continue to seek opportunities t❑ streamline processes while adhering to all applicable regulatory requirements. Page 4 of 6 The Solid Waste division has continued excellent recycling performance and, at the beginning of FY 2024, was one of only three Florida Counties t❑ surpass the 75% mark set by the Florida Department of Environmental Protection. This combined with their efforts t❑ efficiently utilize landfill capacity and administer waste collection contracts is critical to sustainable policy. My team has continued to facilitate the Board's direction in the contract management and development of the Golden Gate Golf Course property, including the advancement ❑f the workforce and senior housing projects, the State Veterans' Nursing Home, Veterans' Community Center, and The Gate golf course and First Tee facilities. Commissioner Comments: Below Standards Meets Standards Exceeds Standards 1 2 3 Commissioner Rating: x Strategic Focus Area - Responsible Governance: To lead by example with positive and purpose -driven actions; promote data -driven decision -making through performance management, continuous improvement, and measurable results; safeguard taxpayer money by promoting fiscal stewardship and sound budget ❑versight; encourage active community engagement and participation; foster a high -performing work culture with transparency and accountability; recruit, develop, assess, and retain a high -quality workforce; and support the Collier County Constitutional Officers in the execution of their responsibilities. Self -Analysis: With the policy direction of the Board, my team continues to approach responsible governance using innovative processes and technologies to ensure fiscal stewardship, enhance transparency and accountability, and compete in the workforce marketplace. For the first time in County history, the proposed budget currently pending the Board for the next fiscal year has been developed by my team, in conjunction with ResourceX, Page 5 of 6 utilizing a priority -based budgeting approach and data -driven decision -making that allocates resources based on the strategic importance and impact of individual programs. This approach ensures alignment of financial allocations with the organizational goals and community priorities outlined in the FY 2024 Strategic Plan. A Workforce Prioritization Pool has been developed by identifying positions that had been vacant for an extended period or were otherwise not being utilized. This "FTE banking" creates immediate cost savings and establishes a pool of positions that can be strategically deployed as needs are identified. Based upon the priority -based budgeting approach, resource alignment, organizational realignment, fee for service review, privatization, public/private partnerships, and level of service review have been initiated and will continue in perpetuity. Over the past year, we have diligently worked to eliminate unnecessary decentralization, reduce redundancy, and automate routine tasks resulting in a reduction of administrative cost while enhancing service delivery. Recruitment and retention of employees continues to be both a priority and a challenge. We are focused on developing stronger outside recruitment strategies while continuing to cultivate internal talent. Over the past year, we have filled key positions with both internal and external candidates and are developing broader internship and mentorship opportunities within the Departments. Commissioner Comments: Below Standards Meets Standards Exceeds Standards 1 2 3 Commissioner Rating: x Thank you for the opportunity and honor to serve as your County Manager. We are blessed to have a dedicated, professional agency staff that works daily to further our Mission to deliver high -quality and hest -value public services, programs, and facilities to meet the needs of our residents, visitors, and businesses today and tomorrow. Their success is our success. Page 6 of 6