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05-13-14 Special Workshop Meeting CITY COMMISSION DERAIL(EACH CITY OF DELRAY BEACH, FLORIDA had SPECIAL/WORKSHOP MEETING- TUESDAY, MAY 131, 2014 6:00 P.M.DELRAY BEACH CITY HALL Y � 2UU1 The City will furnish appropriate auxiliary aids and services where necessary to afford an individual with a disability an equal opportunity to participate in and enjoy the benefits of a service, program, or activity conducted by the City. Contact the City Manager at 243-7010, 24 hours prior to the program or activity in order for the City to reasonably accommodate your request.Adaptive listening devices are available for meetings in the Commission Chambers. SPECIAL MEETING AGENDA Pursuant to Section 3.12 of the Charter of the City of Delray Beach,the Mayor has instructed me to announce a Special Meeting of the City Commission to be held for the following purposes: 1. Public Comments 2. DISCUSSION OF THE INVESTIGATIVE REPORT OF THE OFFICE OF THE INSPECTOR GENERAL #2014-0005 DATED MAY 5, 2014. A. DISCUSSION OF THE MEMORANDUM OF CORRECTIVE ACTION FROM THE OFFICE OF THE INSPECTOR GENERAL DATED MAY 6, 2014, INCLUDING DISCUSSION OF PARAGRAPH 1. "TAKE CORRECTIVE PERSONNEL ACTION DEEMED APPROPRIATE." THIS DISCUSSION SHALL INCLUDE DISCUSSION ABOUT THE CONTINUED EMPLOYMENT OF THE CITY MANAGER PER SECTION 4.02(B) "REMOVAL" OF THE CITY'S CHARTER: 3. DISCUSSION REGARDING THE ENGAGEMENT OF A CONSULTANT TO PREPARE PROCUREMENT DOCUMENTS FOR SOLID WASTE COLLECTION SERVICES: Commission discussion regarding the engagement of a consultant to prepare procurement documents for solid waste collection services. 4. NOMINATION FOR APPOINTMENT TO THE DELRAY BEACH HOUSING AUTHORITY: Nominate one (1) regular member for appointment to the Delray Beach Housing Authority to serve a four year term ending March 6, 2018. Based upon the rotation system, the nomination/recommendation for appointment will be made by Commissioner Frankel(Seat#3). WORKSHOP AGENDA 1. Public Comments 2. Aid to Victims of Domestic Abuse (AVDA) Presentation 3. Caring Kitchen Presentation 4. Discussion of Code Enforcement and Police Department Merger 5. Discussion regarding the Purchasing Business Process 6. Commission Comments Please be advised that if a person decides to appeal any decision made by the City Commission with respect to any matter considered at this meeting, such person will need to ensure that a verbatim record includes the testimony and evidence upon which the appeal is based.The City neither provides nor prepares such record. 0 OFFICE OF INSPECTOR GENERAL # * RN PALM BEACH COUNTY • "°Ar coul; Sheryl G. Steckler Inspector General Inspector General Accredited "Enhancing Public Trust in Government " Investigative Report 2014=0005 May , 5 2014 "Provide leadership in the promotion of accountability and integrity of Government in Palm Beach County" 4`G� �yBPSCTO�Q��� OFFICE OF INSPECTOR GENERAL PALM BEACH COUNTY REPORT OF INVESTIGATION a " CASE NUMBER: 2014-0005 Sheryl G. Steckler Inspector General Inspector General Accredited "Enhancing Public Trust in Government" EXECUTIVE SUMMARY On February 12, 2014, the Office of Inspector General (OIG) received a complaint from a citizen alleging that sometime in October 2013,' the City of Delray Beach (City) violated its own procurement policies, which required the City Commission's authorization prior to all purchases over $15,000.00.2 According to the Complainant, sometime in October 2013, the City purchased 1,200 trash carts from Otto Environmental Systems, Inc. (Otto) totaling $57,010.00; however, this was done without first obtaining the City Commission's authorization. The Complainant further alleged that in order to conceal their failure to follow the City's procurement policies, City Manager Louie Chapman and City Community Improvement Department (CID) Director Lula Butler misled City Commissioners during their January 21, 2014 City Commission Meeting. According to the complainant, Mr. Chapman and Ms. Butler advised the City Commission that the trash cart inventory - - was low and indicated an urgency to purchase additional trash carts, when in fact, the City's trash cart storage facility 4 contained approximately 700 trash carts. The Complainant stated that Mr. Chapman and Ms. Butler recommended the approval of a $60,000.00 blanket Purchase Order (P.O.) in order to cover up the actual purchase four months earlier. As the initial allegation (concerning Ms. Butler and Mr. Chapman's presentation to the City Commission) contained potential criminal activity, pursuant to Section 2-423(4) of the Inspector General Ordinance, on March 19, 2014, the information was coordinated with the Palm Beach County State Attorney's Office, Public Corruption Unit (PCU) for investigation. Upon their review of the initial information obtained by the OIG, PCU advised that the allegation could be handled administratively. The OIG subsequently opened an administrative investigation. The purchase actually occurred on September 27, 2013. 2 It is noted that the $15,000.00 threshold was increased to$25,000.00 on November 19, 2013. 3 The Complainant provided this photograph, which was taken by an unidentified third party. According to the Complainant,this photograph was taken on or about January 25, 2014. Page 1 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 Based on documents reviewed and statements provided, the Allegation (1) that the City of Delray Beach failed to competitively procure the purchase of trash carts from Otto Environmental Systems, Inc. in violation of its procurement policies, is supported. Although the City has purchased a total of $1,601,561.04 worth of trash carts and/or parts from Otto since approximately 1996, because of the amount of time that has passed, the OIG Investigation focused on purchases from Otto between January 8, 2010 and February 24, 2014, which totaled $297,714.04. The City was unable to provide any supporting documents during that same timeframe which would indicate that purchases from Otto had been competitively procured in accordance with its own policies and procedures. Furthermore, City staff acknowledged to the OIG that they had not followed their own policies and procedures and treated Otto as a sole source vendor, even though they were aware that comparable trash carts were available from other vendors. A review completed (January 27, 2014) by the Interim City Attorney concluded that "...as the Inspector General has opined in similar situations previously, `the City should follow its own policies and procedures.'...It is simply bad public policy not to do so." Based on documents reviewed and statements provided, the Allegation (2) that City of Delray Beach Manager Louie Chapman and Community Improvement Department Director Lula Butler misled the City Commission into approving a $60,000.00 blanket Purchase Order for future purchases of trash carts even though the trash carts had already been purchased and delivered four months prior to obtaining the City Commission's approval, is supported. Although Ms. Butler was unable to provide a reason for doing so, Ms. Butler acknowledged to the OIG that she misled the City Commission into approving a blanket P.O. in January 2014, when she was fully aware that the trash carts had already been purchased on September 27, 2013 and delivered in October 2013. Ms. Butler reiterated throughout her interviews with the OIG (3) that Mr. Chapman was aware of the unauthorized purchase prior to the January 21, 2014 City Commission meeting and that she had advised him of such sometime between October 18, 2013 and October 28, 2013. Ms. Butler was unable to opine as to why Mr. Chapman did not correct her presentation to the City Commission. Mr. Chapman maintained throughout his interviews (3) with the OIG that prior to approximately one week after the January 21, 2014 City Commission meeting, he had no knowledge, nor had he been advised by Ms. Butler, that the trash carts had already been purchased. However, after initially denying his knowledge and after being presented with his own e-mail, Mr. Chapman conceded during his second interview that he authorized Purchase Order #695582 and indicated that he probably should have advised the City Commission during their January 21, 2014 meeting that he had already done so. Aside from subsequently acknowledging his authorization of Purchase Order Page 2 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 #695582, Mr. Chapman maintained throughout his first two interviews with the OIG that he was not aware of the trash carts being purchased without authorization prior to the January 21, 2014 City Commission meeting. However, the OIG subsequently became aware of an e-mail dated October 28, 2013 from Ms. Butler to Mr. Chapman advising him of the unauthorized purchase. Approximately 26 minutes later on that same date, Mr. Chapman responded "Ok," and provided additional instruction. When presented with this information during his third interview, Mr. Chapman stated that he only focused on the first sentence of the e-mail (regarding an agenda item) and did not review the rest of its content, which discussed the unauthorized purchase). ALLEGATIONS Allegation (1): The City of Delray Beach failed to competitively procure the purchase of trash carts from Otto Environmental Systems, Inc. in violation of their procurement policies. If supported, the allegation would constitute a violation of Section 36.02(D) and(E), Chapter 36, of the City of Delray Beach Code of Ordinances. Finding: The information obtained supports the allegation. Until November 19, 2013, the City of Delray Beach Code of Ordinances provided the following: Chapter 36. Finance; City Property Transactions City Purchasing: Sec 36.02. Acquisitions of Personal Property, Supplies or Contractual Services. (D) [Acquisitions of $15,000.00 and up.] For acquisitions of fifteen thousand dollars ($15,000.00) and up, purchases shall be made by the Purchasing Supervisor after the Commission has reviewed and awarded the bid/quote. Bids/quotes shall be secured in the manner prescribed in subsection (E) of this Section. (E) Conditions for Securing Formal Bids/Quotes. The Purchasing Supervisor shall either: (1) Solicit competitive bids/quotes in a formal written manner from at least three (3) different sources of supply when available; or According to the OIG's review of all available City records,4 since at least June 19, 1996 through February 24, 2014, the City has purchased its trash carts from Otto Environmental Systems, Inc. (Otto) through 32 Purchase Orders (P.O.) totaling 4 According to City employees, Assistant Finance Director Milena Walinski, Purchasing Department Assistant Ja'Anal Dowdell, and Administrative Assistant Donna Quinlan, no documents were able to be located that would assist in determining whether or not the City followed its own procurement policies. Page 3 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 $1 ,601 ,561.04. Due to the amount of time that has passed, the OIG Investigation focused on P.O.s related to Invoices submitted by Otto between January 8, 2010 and February 24, 2014. That review disclosed the following pertinent information: • Between January 8, 2010 and February 24, 2014, the City generated seven P.O.s totaling $297,714.00 that were related to Invoices submitted by Otto for payment. This total includes the September 27, 2013 purchase of trash carts mentioned by the Complainant. All seven of these P.O.s have been paid. • It appears that all purchases from Otto have been through a sole source method; however, the City was unable to produce any documentation to support Otto as a sole source (i.e., quotes, bids) vendor. In fact, statements obtained by the OIG from City employees, as well as Otto, acknowledge that comparable trash carts were available from other vendors. Statement of Al Berg, Community Improvement Department Assistant Director, City of Delray Beach Mr. Berg stated that he vaguely recalled the purchase of trash carts from Otto sometime in September 2013, but initially advised that he solicited quotes from Otto, as well as other vendors prior to the purchase. When asked to provide documentation of such, Mr. Berg retracted his statement and stated that he never solicited or received quotes from other vendors. Mr. Berg acknowledged that Otto was not a sole source vendor and that he was aware of other vendors who could provide the same product. Mr. Berg further stated that during his eight years of employment with the City, the City has only generated P.O.s as needed when ordering trash carts, and that it had always been through Otto. Mr. Berg indicated that he was not aware of any of the City's Purchasing Policies and Procedures, nor was he aware of the City's Purchasing Ordinances. According to Mr. Berg, it was the Purchasing Department's (Ms. Nadal) responsibility to adhere to the procurement procedures. Statement of Lula Butler, Community Improvement Department Director, City of Delray Beach Ms. Butler stated that she has been employed as the CID Director for approximately 26 years and that she was unaware of whether or not a contract existed between the City and Otto. According to Ms. Butler, neither she nor her staff has ever solicited bids/quotes for purchases, to include Otto, as that is the responsibility of the Purchasing Department. Ms. Butler stated that she did not have any knowledge as to whether or not the Purchasing Department, under Ms. Nadal, followed the appropriate purchasing policies and procedures, but that she (Ms. Butler) and her staff relied on the Purchasing Department to follow the rules when a purchase is made. Statement of Louie Chapman, City Manager, City of Delray Beach Mr. Chapman stated that the responsibility for the purchasing of products through the proper procurement process was ultimately his; however, the Purchasing Department usually handles the responsibility. Mr. Chapman added that the specific Department requesting to purchase a product also shares some of that responsibility as well. Page 4 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 Mr. Chapman stated that following his inquiry5 into the September 2013 purchase of trash carts from Otto, he found that the City had not followed the correct procurement policies or procedures when it came to purchasing trash carts/parts from Otto, both during his term as City Manager, as well as prior to his employment (June 2013). According to Mr. Chapman, based on his inquiry, the City never had a contract to purchase from Otto and that all purchases were based on need and convenience. Mr. Chapman stated that it appeared that the City failed to follow its own policies and procedures when purchasing trash carts/parts from Otto since approximately 1996. Statement of Terill Pyburn, Interim City Attorney, City of Delray Beach Ms. Pyburn explained that following her own inquiry (requested by the Mayor and completed January 27, 2014) to the purchase of trash carts in September 2013, she discovered that the City "probably" had not followed its own procedures since 1996 when it came to the purchase of trash carts. Ms. Pyburn's January 27, 2014 Memorandum to the City Commission referenced the fact that the trash carts were purchased prior to the City's new purchasing code (November 19, 2013) and was therefore utilizing the City's purchasing code in effect at the time of purchase. The Memorandum contained the following quoted information, in pertinent parts: It appears from my research that Otto's garbage carts had a patent that expired in 1996, around the same time that the City first contracted with Otto to purchase their carts. Therefore, arguably, the carts probably have not been "sole source"for a long time... In conclusion, while nothing illegal [the purchase itself] occurred in this instance as the Inspector General has opined in similar situations previously, "the City should follow its own policies and procedures."...It is simply bad public policy not to do so. Statement of Patsy Nadal, Purchasing Manager, City of Delray Beach Ms. Nadal explained that when it came to obtaining bids/quotes from vendors, it was the responsibility of the requesting Department, however, she would provide assistance if necessary. Ms. Nadal confirmed that there was no ongoing contract with Otto and stated that she had solicited quotes from Otto and other similar companies in the past; however, she was unable to recall when (maybe 2009), nor was she able to provide any documentation to support her claim. Ms. Nadal explained that she did not consider the most recent purchase from Otto (September 2013) as a sole source purchase, but that it met the City Standard exception (based on the carts durability). According to the OIG's review of the City Standard referred to by Ms. Nadal, the City Standard was not applicable until November 19, 2013. The trash carts referenced in this report were purchased on September 27, 2013 and delivered on October 18, 2013 and October 28, 2013. The new City Standard states the following: 5 Mr. Chapman initiated his inquiry approximately one week after the January 21, 2014 City Commission meeting and his Memorandum to the City Commission concerning his findings was dated February 14,2014. Page 5 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 Section 36.02(C)(6)(b) of the City of Delray Beach Code of Ordinances (November 19, 2013) City Standard. Where the City has determined that a particular style, brand, make, or model is the only type that meets the City's requirements for performance, consistency, compatibility or other salient characteristics, and such determination has resulted in there being only one source available to the City, the City may acquire or contract for such goods without utilizing a Sealed Competitive Method or the Written Quotations Method. It is noted that even if the new City Standard were applied in this situation, it still required a determination that a particular style, brand, make, or model is the only type that meets the City's requirements...," in other words, that the product is available from only one source, something that even City staff admits is not true. Allegation (2): City of Delray Beach (City) Manager Louie Chapman and Community Improvement Director Lula Butler misled the City Commission into approving a $60,000.00 blanket Purchase Order for future purchases of trash carts even though the trash carts had already been purchased and delivered three months prior to obtaining the City Commission's approval. If supported, the allegation would constitute a violation of Section 36.02(D) and (E), Chapter 36, of the City of Delray Beach Code of Ordinances. Finding: The information obtained supports the allegation. Until November 19, 2013, the City of Delray Beach Code of Ordinances provided the following: Sec 36.02. Acquisitions of Personal Property, Supplies or Contractual Services. (D) [Acquisitions of $15,000.00 and up.] For acquisitions of fifteen thousand dollars ($15,000.00) and up, purchases shall be made by the Purchasing Supervisor after the Commission has reviewed and awarded the bid/quote. Based on the OIG's review of pertinent documents and information obtained from the City, as well as Otto Environmental Systems, Inc. (Otto), the following timeline is established: • July 31, 2013: CID Code Enforcement Coordinator Danise Cleckley, per her request, receives a quote from Otto for 1 ,200 trash carts.6 Otto supplies a quote of $57,010.00. 6 The City purchased 1,200 trash carts of varying capacity(450—95 gallon/400—65 gallon/350—35 gallon). Page 6 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 • September 27, 2013: CID Assistant Director Al Berg authorizes Ms. Cleckley to order the 1 ,200 trash carts, which Ms. Cleckley subsequently orders on this same date. • October 15, 2013: Otto submits Invoice #15672 to the City for payment for 450 of the 1 ,200 trash carts totaling $23,850.00. Prior to payment, CID Administrative Assistant Donna Quinlan requests Ms. Cleckley to obtain an updated quote from Otto due to the amount of time that has passed since their original quote. • October 16, 2013: Otto provides an updated quote wherein the price remains unchanged. • October 18, 2013: The 450 trash carts (Invoice #15672) are received by the City. • October 28, 2013: The remaining 750 carts are received by the City. • October 29, 2013: Otto submits Invoice #5320839 to the City for payment of the remaining 750 trash carts totaling $33,160.00. • December 31, 2013: Invoice #15672, totaling $23,850.00, was paid through City P.O. #695582. • January 21, 2014: Ms. Butler makes a presentation to the City Commission recommending the approval of a $60,000.00 blanket P.O. Mr. Chapman appears to back Ms. Butler's statements by advising the City Commission "I think we are just trying to make sure we have enough to get us to a point where we can go out for bid." • March 4, 2014: Invoice #5320839, totaling $33,160.00, was paid through City P.O. #696641 . Despite having taken delivery of 1,200 trash carts in October 2013, and having no present need for additional trash carts, during the January 21, 2014 City Commission Meeting, the following quoted statements, in pertinent parts, were made by Ms. Butler and/or Mr. Chapman: • 5:55 hours: Ms. Butler indicates in her presentation that she is "requesting approval for a $60,000.00 blanket P.O. to order carts, parts, and wheels as needed." • 5:56 hours: Ms. Butler indicates in her presentation to the City Commission stating that "at this time we have to order carts." • 5:57 hours: Commissioner Petrolia asks "how many carts do we have in reserve right now?" Ms. Butler responds "I don't know that off the top of my head, my Page 7 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 staff knows what the inventory is and knows what the demand is and knows what projects are coming on line that needs the carts." Commissioner Petrolia asks "do we have enough?" Ms. Butler responds that "we don't have enough to fulfill all of our needs for this fiscal year." • 6:06 hours: Commissioner Jacquet asks about the time frame that it would take to bid and receive the trash carts, to which Ms. Butler responds, "I just need this one approved. I cannot afford to run out of carts." • 6:07 hours: Mayor Glickstein and Commissioner Petrolia ask questions concerning pricing and whether or not Ms. Butler can go back to Otto and negotiate a better price. Mayor Glickstein asks, "you are still behind?" Ms. Butler responds, "yes." • 6:08 hours: Mayor Glickstein expresses some concern regarding the $60,000.00 cost, at which time Mr. Chapman responds, "I think we are just trying to make sure we have enough to get us to a point where we can go out for bid." Mr. Chapman noted the following in his February 14, 2014 Memorandum to the City Commission: • "On January 21, 2014, the City Commission approved the acquisition of 1 ,200 [trash] carts. Only after inquiry [emphasis added] was it discovered that the City had actually taken delivery of the 1,25071 [trash] carts prior to approval by the City Commission." When interviewed by the OIG concerning their January 21, 2014 approval of the $60,000.00 blanket P.O., City Commissioners stated the following: • Mayor Glickstein, Commissioner Petrolia, Commissioner Frankel, and former Commissioner Gray all stated that they did not authorize the City's September 2013 purchase of 1,200 trash carts prior to their January 21, 2014 City Commission meeting. Commissioner Jacquet was unable to recall details concerning his vote. • Mayor Cary Glickstein, Commissioner Shellie Petrolia, Commissioner Adam Frankel, and former Commissioner Angeleta Gray all stated that based on Ms. Butler's presentation, they believed that the City needed trash carts and that they were approving a blanket P.O. for future purchases of trash carts. Commissioner Al Jacquet was unable to recall details concerning his vote. Statement of Donna Quinlan, CID-Ms. Butler's Administrative Assistant Ms. Quinlan explained that sometime in mid-October 2013, Ms. Cleckley provided her with Invoice #15672 and after her (Ms. Quinlan's) own review, she realized that the It is noted that although the City ordered 1,200 trash carts, 50 additional trash carts were mistakenly delivered. The City was credited the cost of 50 trash carts. Page 8 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 trash carts had been purchased incorrectly (September 27, 2013) because the City Commission's prior approval had not yet been obtained. Ms. Quinlan stated that a purchase of this amount ($57,010.00) required the City Commission's prior approval. Ms. Quinlan stated that she immediately notified Ms. Butler of the issue. Ms. Quinlan stated that Ms. Butler advised her that she (Ms. Butler) needed to notify Mr. Chapman; however, Ms. Quinlan was not aware as to whether or not Ms. Butler actually notified him. Ms. Quinlan further added that according to Ms. Butler, P.O. #695582, processed on December 31 , 2013, to pay Otto Invoice #15672 ($23,850.00) was authorized by Mr. Chapman, not the City Commission. Statement of Al Berg, Community Improvement Department Assistant Director, City of Delray Beach Mr. Berg stated that he "vaguely" remembers the purchase of trash carts from Otto sometime around October 2013. Mr. Berg explained that he had given Ms. Cleckley authority to order trash carts without his approval on an as-needed basis and that it was Ms. Cleckley who ordered the trash carts from Otto. Mr. Berg confirmed that they did not receive the City Commission's approval for the $57,010.00 purchase, but was unable to explain why the trash carts were purchased, other than to state that Ms. Cleckley initiated the purchase. Mr. Berg believed that Ms. Butler became aware of the September 2013 purchase around the same time the trash carts were initially delivered (October 18, 2013). Mr. Berg stated that he was not aware of when Mr. Chapman discovered that the trash carts had been purchased without the City Commission's authorization. When asked, Mr. Berg was unable to explain any of the City's purchasing policies or procedures, only that he knew this purchase had been made without the City Commission's authorization. Statement of Danise Cleckley, Code Enforcement Coordinator, City of Delray Beach Ms. Cleckley stated that it was Mr. Berg's (her immediate supervisor) signature on Otto's September 27, 2013 quote/specification sheet, which indicated his approval for her to initiate the purchase of trash carts from Otto. Ms. Cleckley confirmed that on September 27, 2013, she purchased 1 ,200 trash carts totaling $57,010.00 from Otto and that the first shipment of trash carts (450 at $23,850.00) was delivered on October 18, 2013. The second shipment of trash carts (750 at $33,160.00) was delivered on October 28, 2013. Ms. Cleckley further confirmed that the City Commission had not been made aware, nor had they authorized the purchase. Ms. Cleckley acknowledged that purchases in this amount required the pre-approval of the City Commission; however, Ms. Cleckley justified the purchase by stating that they were out of trash carts. Ms. Cleckley stated that Ms. Butler learned of the unauthorized purchase sometime in October 2013 and she (Ms. Cleckley) assumed that Mr. Chapman had been notified by Ms. Butler around the same time. Statement of Patsy Nadal, Purchasing Manager, City of Delray Beach Ms. Nadal explained that she had not been made aware of the September 2013 purchase of trash carts from Otto until she received an e-mail from Otto (December 6, 2013) requesting payment of Invoice #15672. Ms. Nadal stated that she was not aware Page 9 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 of when Ms. Butler or Mr. Chapman knew about the unauthorized purchase, but stated that on December 31 , 2013, Mr. Chapman provided his authorization, via e-mail, to process P.O. #695582 to pay Otto Invoice #15672. First Statement (March 24, 2014) of Lula Butler, Community Improvement Department Director, City of Delray Beach Ms. Butler explained that she was not aware that the trash carts had been initially purchased (September 27, 2013), nor initially delivered (October 18, 2013), until she was notified by Ms. Quinlan that Ms. Cleckley had submitted Otto's first invoice (Invoice #15672) to her (Ms. Quinlan) for payment (sometime between October 18, 2013 and October 28, 2013). Ms. Butler stated that immediately following Ms. Quinlan's notification, she conducted an inquiry with Mr. Berg and Ms. Cleckley and discovered that a second shipment of trash carts (750 carts at $33,160.00) was due to arrive at the end of October 2013. Ms. Butler advised that the entire $57,010.00 purchase was improper as her staff did not obtain the City Commission's prior approval. Ms. Butler stated that immediately following her inquiry, she notified her direct supervisor, Mr. Chapman (sometime near the end of October 2013), to which he advised her that "he would take care of the problem." When asked, Ms. Butler interpreted Mr. Chapman's statement to mean that he would handle the situation accordingly. Ms. Butler acknowledged that she was "not forthcoming" in her January 21 , 2014 presentation to the City Commission to obtain their authorization for a $60,000.00 blanket P.O. for trash carts. Ms. Butler further acknowledged that she did not provide the City Commission with accurate information concerning the fact that the trash carts had already been purchased in September 2013, without the City Commission's pre- approval and that part of the purchase had already been paid (P. O. #695582, $23,850.00). Ms. Butler was unable to explain why she did not provide the City Commission with the truth, nor was she able to explain why Mr. Chapman, who she claimed had been immediately made aware of the purchase shortly after it occurred, did not correct her presentation with the truth. Ms. Butler was then asked as to the extent of Mr. Chapman's knowledge of the entire events, to which Ms. Butler provided the following: • Sometime between October 18, 2013 and October 28, 2013, after she was notified by her staff, Mr. Chapman was immediately advised of the unauthorized purchase. • On December 31 , 2013, Mr. Chapman authorized P.O. #695582 to pay Otto $23,850.00 for the initial delivery of 450 trash carts in October 2013. • Prior to November 19, 2013, Mr. Chapman's purchasing threshold (without the City Commission's approval) was authorized for purchases up to $15,000.00. After November 19, 2013, this limit was changed to purchases up to $25,000.00. According to Ms. Butler, Mr. Chapman authorized the December 31 , 2013 P.O. #695582 totaling $23,850.00 using his newly raised purchasing threshold, which would now not require the City Commission's authorization. Page 10 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 Regardless of the fact that Mr. Chapman's threshold was increased to $25,000.00 on November 19, 2013, the actual trash cart purchase on September 277 2013 totaled $57,010.00, and was therefore still required to obtain the City Commission's prior approval. Apart from the threshold level, the City was still required to competitively procure this purchase, an issue that is addressed in Allegation 1. When asked to review Mr. Chapman's February 14, 2014 Memorandum to the City Commission, Ms. Butler acknowledged that she was allowed to review and edit Mr. Chapman's summary of the events leading up to their January 21, 2014 presentation. Ms. Butler stated that there were several misrepresentations; however, she failed to correct them explaining only that "Mr. Chapman is my boss." Ms. Butler reiterated that based on her notification to him sometime in October 2013, as well as his authorization of P.O. #695582 on December 31 , 2013, Mr. Chapman, prior to their January 21 , 2014 City Commission meeting, was aware that the trash carts had already been purchased. Ms. Butler advised that to date, there has not been any further follow-up by her or Mr. Chapman, nor has Mr. Chapman disciplined her in any manner. Ms. Butler denied any type of collusion between her and Mr. Chapman and could only explain her failure to be "forthcoming" as a situation in which she did not want to throw Mr. Chapman "under the bus." Ms. Butler stated that she was unable to opine as to why Mr. Chapman did not correct her misrepresentations. First Statement (March 25, 2014) of Louie Chapman, City Manager, City of Delray Beach Mr. Chapman was advised by the OIG that Ms. Butler claimed to have informed him of the unauthorized purchase sometime at the end of October 2013 during an impromptu meeting. Mr. Chapman confirmed that he met with Ms. Butler around the same timeframe and stated that Ms. Butler came to his office and said that they had to "talk;" however, Ms. Butler only advised him that the trash cart inventory was at a low level and that she needed to order more so the City would not run out of trash carts. Mr. Chapman denied having been informed by Ms. Butler during this meeting or any other meeting that the trash carts had already been purchased by her staff. Mr. Chapman reiterated that he was not aware of the unauthorized purchase until approximately one week after the January 21 , 2014 City Commission meeting. When presented with P.O. #695582, dated December 31 , 2013, which he had approved, Mr. Chapman denied giving his approval and opined that a CID employee must have authorized it. Mr. Chapman was then advised that Ms. Butler, Ms. Quinlan, and Ms. Nadal all stated that he gave his approval for P.O. #695582, which he again denied. When advised that his own e-mail, dated December 31 , 2013, to Ms. Nadal, authorized P.O. #695582, Mr. Chapman then recalled having authorized the purchase, but stated that he could not recall any details concerning Invoice #15672 or P.O. #695582, except the fact that it was for 450 trash carts. Page 11 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 Mr. Chapman's December 31, 2013 e-mail to Ms. Nadal contained the following message: "I am authorizing the purchase of approximately $23,000.00 [P.O. #695582] worth of trash receptacles from Otto in accordance with the purchasing rules." It is noted that at the time of the unauthorized purchase (September 27, 2013), Mr. Chapman's authorization threshold was limited to purchases up to $15,000.00. On November 19, 2013, Mr. Chapman's authorization threshold was increased to purchases up to $25,000.00. Even so, regardless of the fact that the first invoice received by the City was for a partial delivery totaling $23,850.00, the actual trash cart purchase on September 27, 2013 totaled $57,010.00, and was therefore still required to obtain the City Commission's prior approval. Mr. Chapman acknowledged that until November 19, 2013, his authorization threshold was for purchases up to $15,000.00. Mr. Chapman denied circumventing the new purchasing rules in order to avoid detection by the City Commission, and stated that he only used the new purchasing rules to authorize the initial P.O. because he believed that (at the time) the trash carts had been purchased by Ms. Butler after November 19, 2013. Mr. Chapman stated that he never reviewed P.O. #695582 until his inquiry in January 2014. Mr. Chapman stated that he did not know why Ms. Butler did not provide the City Commission with accurate information during the January 21 , 2014 City Commission meeting, but denied knowing at the time that Ms. Butler's presentation was inaccurate. However, Mr. Chapman acknowledged that he probably should have mentioned that he had already authorized P.O. #695582 to pay for the initial delivery of 450 trash carts in December 2013 ($23,850.00). Mr. Chapman believed that Ms. Butler and her staff misled him; however, when asked to provide information as to his disciplinary actions against Ms. Butler, he advised that there had been no discipline. Mr. Chapman was unable to explain why, approximately three months after he allegedly became aware that his subordinate "lied" to him, he had not taken any disciplinary action. Mr. Chapman denied any collusion between him and Ms. Butler to conceal the unauthorized purchase from the City Commission. Second Statement (March 26, 2014) of Lula Butler, Community Improvement Department Director, City of Delray Beach Ms. Butler was re-interviewed and advised by the OIG that according to Mr. Chapman, he was never informed (prior to his own inquiry) that the trash carts had been purchased in September 2013. Ms. Butler reiterated that she met with Mr. Chapman sometime between October 18, 2013 and October 28, 2013 in his office, at which time she advised him that there was a problem and that her staff had purchased the trash carts without prior approval from the City Commission. Ms. Butler stated that Mr. Chapman should have known that the purchase had been made in October 2013 Page 12 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 because he authorized P.O. #695582 on December 31 , 2013. Furthermore, P.O. #695582 referenced Otto Invoice #15672, dated October 15, 2013, and included the amount of $23,850.00. Ms. Butler stated that she did not know why Mr. Chapman would say she never told him. Second Statement (March 26, 2014) of Louie Chapman, City Manager, City of Delray Beach Mr. Chapman reiterated his previous statement to the OIG and stated that Ms. Butler never advised him during their October 2013 meeting that the trash carts had already been purchased without authorization from the City Commission. Mr. Chapman maintained that Ms. Butler only advised him that the City's trash cart inventory was at a low point and that they needed to order more immediately. Mr. Chapman further maintained that it was not until approximately one week after the January 21 , 2014 City Commission meeting, during his own inquiry, that he learned that the trash carts had already been purchased. Statement of Terrill Pyburn, Interim City Attorney, City of Delray Beach Ms. Pyburn advised that upon the request of the Mayor, she conducted her own inquiry (separate from Mr. Chapman's) immediately following the January 21, 2014 City Commission meeting. According to Ms. Pyburn, approximately a day or so after the January 21 , 2014 City Commission meeting, she spoke with both Mr. Chapman and Ms. Butler individually, at which time they both maintained that they had not been made aware of the unauthorized trash cart purchase in October 2013 until this inquiry. Following the re-interviews of Mr. Chapman and Ms. Butler, the OIG reviewed City e-mails between October 1, 2013 and March 1, 2014, which disclosed the following: From:<Butler>, Luia<3,itlerpmvdelra�,%ieach.com> Date: Monday,October 28,2013 at 11:11 AM To:Louie Chapman<chaPrndr.rnydelraybeach.ccm> Cc:'Wynn, Kimberly"<wvnnPmydelraybeach.com> Subject:Garbage Carts Got a problems with this one being removed from the agenda. Staff has already placed the order(SI)1,0151 as of the first week in October. A portion of the order has been delivered and we expect the balance to be here by the end of this week. So, in order to pay,we had to set up the PO. Hopefully, I can revise the transmittal From: Chapman, Louie[ctiaprTnan @rrydelraybeach.comj Sent: Monday. October 28, 2011 3 11:37 AM To: Butler, Luta Cc: Wynn, Kimberly Subject: Re- Garbage Carts Ok. But you need to answerthe attorney's question about why we purchase from this vendor.What is the magic thing that makes their product different? Lo-vie Chapman,Jr. City Manager Based on the discovery of this additional e-mail, Ms. Butler and Mr. Chapman were re- interviewed. Page 13 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 Third Statement (April 21, 2014) of Lula Butler, Community Improvement Department Director, City of Delray Beach Upon review of the aforementioned e-mail, Ms. Butler confirmed that it was an e-mail from her own account; however, Ms. Butler had no recollection of its details. Third Statement (April 21, 2014) of Louie Chapman, City Manager, City of Delray Beach Upon review of the aforementioned e-mail, Mr. Chapman acknowledged that the e-mail indicated that Ms. Butler sent it to him; however, Mr. Chapman was unable to recall its details. After reviewing the e-mail a couple of times, Mr. Chapman conceded that the e- mail verified that Ms. Butler notified him of the unauthorized purchase on October 28, 2013 (approximately three months prior to the January 21 , 2014 City Commission meeting). However, Mr. Chapman stated that he only focused on the first sentence of the e-mail concerning the agenda item and did not review the remaining content, which addressed the unauthorized purchase. • • - - • Based on Allegation 1 and Allegation 2 being supported, the OIG recommends the following corrective actions: 1 . Take corrective personnel action deemed appropriate. 2. Ensure that any new purchase of trash carts is completed in accordance with the City's own policies and procedures. 3. Implement measures to ensure that all City staff are knowledgeable of the current policies and procedures, specifically the City's procurement policies and procedures. 4. Consider implementing additional control methods to ensure that City staff adhere to all policy and procedures. Identified Costs: $297,714.04 Questioned Costs: At this time, these costs cannot be determined as a competitive procurement process has not taken place. The City has indicated that a Request for Proposal will be issued to address future purchases of trash carts. • FIM Pursuant to Article XII, Section 2-427 of the Palm Beach County Code, on April 22, 2014, Ms. Butler and Mr. Chapman were provided the opportunity to submit a written Page 14 of 15 OFFICE OF INSPECTOR GENERAL CASE #2014-0005 explanation or rebuttal to the findings as stated in this investigative report within ten (10) calendar days. On May 2, 2014, Ms. Butler provided a written response (attached in its entirety). As Ms. Butler's response did not contain any additional information pertinent to the findings of this report, no additional action is warranted. On May 2, 2014, Mr. Chapman provided a written response (attached in its entirety). As Mr. Chapman's response did not contain any additional information pertinent to the findings of this report, no additional action is warranted. IF This Investigation has been conducted in accordance with the ASSOCIATION OF INSPECTORS GENERAL Principles & Quality Standards for Investigations. Page 15 of 15 Memo To: Flora T.Butler,Director of Investigations (Acting) From: Lula Butler, Director, Community Improvement Date: May 5, 2014 Re: Response to Inspector General's Report This is in response to your report dated April 22, 2014. Al Berg has functioned as the Assistant Director of the Department and the Contract Administrator to the City's Waste Hauler for the past eight (8) years. He has had the responsibility of maintaining the inventory and ensuring an appropriate supply of garbage carts are made available for customers. He certainly understands the relationship between the purchase order approval process, in relationship to ordering garbage carts, given the history of his actions prior to July 2014. Requesting a quote from the supply vendor and placing the order are two (2) separate functions. Al Berg clearly directed his staff to get the quote, follow up with the vendor and ultimately approved the order, which violated department policies governing the same. The volume of carts ordered in September 2013 was also inconsistent with departmental practices. Adequate steps and standard operating procedures have been put in-place to prevent this from occurring in the future. I took responsibility for my staffs actions, notifying and discussing the same with the City Manager. At no time was there any collusion between the City Manager and me to misrepresent this matter to the Commission. I am very consistent at respecting the direction and position of the City Manager. I sincerely apologize for what appeared to be a misrepresentation on my part to the City Commission. VT j PON' Ff v. F Any 1 - F V DELRAY BEACH All-AmericaCily Flora Butler, Director of Investigations (Acting) May 2, 2014 Office of Inspector General Palm Beach County 19 P.O. Box 16568 2001 West Palm Beach, Florida 33416-6568 Dear Ms. Butler, I appreciate the opportunity to respond to the findings of the Office of Inspector General (OIG) concerning the purchasing of trash carts from the vendor Otto Environmental Systems (Otto) to the City of Delray Beach. • ALLEGATION 1 As to your finding regarding Allegation 1 where by the city failed to competitively procure the purchase of trash carts from Otto Environmental Systems: I concur with your finding and I take full responsibility for this occurrence and understand that as City Manager it is my responsibility to see that staff follows all city ordinances. However, I would like to provide some context to the situation. I have determined that the initial purchase of Otto carts, approved by the City Commission on June 18, 1996, was "piggy-backed" off of a competitively bid purchase done by another city. Otto was selected after extensive research into available carts, and since then the City of Delray Beach had been procuring these carts as a "sole source" for more than 18 years. That was the process that the staff had followed and had been supported by prior management and commissions, and frankly did not raise any red flags with me, When Community Improvement Director Ms. Lula Butler informed me of the situation, I did not consider it to be the serious problem that -it has become. I did not commit the conversation to memory and therefore did not recall it at the time of the OIG interviews. I should have more closely monitored this procurement but instead chose to focus on other priorities I had on my plate at the time, like the completion and implementation of the budget and filling numerous Department Head vacancies, as well as the Assistant City Manager position. I had been a City Manager here for approximately six months and while I was trying to bring myself up to speed on every detail of the city, this one fell through the cracks. Frankly, I considered the purchase of trash carts to be minutia and left it to a staff that had been purchasing them for many years. However, in hindsight, the purchase of these trash carts should have commanded more of my attention and I should have spent more time immersing myself in the city's procurement procedures. Ms. Flora Butler Office of Inspector General May 2, 2014 Page 2 At the time, it did not occur to me to make that a priority and for that I was wrong. In addition, I feel the need to mention that a culture of fear had permeated the staff. They are petrified of making a mistake and being publicly ridiculed by the commission at a meeting. It was in this environment that the staff ordered the trash carts for fear of running out to expected demand and exposing the staff to criticism from the customers that would be left without the carts. Apparently, this had happened in the past and was considered a "catastrophic" event by the Community Improvement staff. • ALLEGATION 2 As to Allegation 2, 1 agree that the Commission was misled but 1 did not deliberately mislead the City Commission or the general public about the purchase of Otto Carts. My focus was on getting the needed trash carts and not on how they were obtained. That was a mistake on my part and clearly a lesson learned about a staff that I had six-months of working experience with. I offer the Commission, the public, and my staff an apology for the mistake and the part I played in making the mistake. If it happens on your watch, you are responsible. I take full responsibility for the purchasing error and not correcting the public record when the matter came before the City Commission. Again, my focus was on getting them what they needed to fulfill expected customer demand. It was not to circumvent the legitimate authority of the City Commission in the purchasing approval process. No staff member or me benefitted in any way from the purchase of these carts from Otto. The only beneficiary was our citizen/customers. However, 1 know that the ends do not justify the means. This process was flawed. For all my years in public management, there still remain things to be learned. This has been one of those teachable moments that I will take valuable lessons from. Once again, thank you for the opportunity to comment on the OIG findings. Sincerely, Louie Chapman, Jr. Delray Beach City Manager LCJR/dr U:rangellchapman/inspector general response itr re Otto 5.2.2014 y.,of�Kwxcrak�?�: OFFICE OF INSPECTOR GENERAL p PALM BEACH COUNTY MEMORANDUM OF CORRECTIVE ACTION Sheryl G.Steckler Inspector General Inspector General Accredited Date: May 6, 2014 To: Mayor Gary Glickstein, Vice Mayor Shelly Petrolia, Deputy Vice Mayor Jordana Jarjura, Commissioner Al Jacquet, and Commissioner Adam Frankel City Commission, City of Delray Beach 4W From: Flora Butler, Director of Investigations (Acting) Office of Inspector General Subject: OIG Investigation #: 2014-0005 On February 12, 2014, the Office of Inspector General (OIG) received a complaint involving procurement violations by City of Delray Beach staff. An OIG Investigation was initiated and based on the s!�-apo led findings in both Allegations (1) and (2), the OIG recommends the following corrective actions: 1. Take corrective personnel action deemed appropriate. 2. Ensure that any new purchase of trash carts is completed in accordance with the City's own policies and procedures. 3. Implement measures to ensure that all City staff are knowledgeable of the current policies and procedures, specifically the City's procurement policies and procedures. 4. Consider implementing additional control methods to ensure that City staff adhere to all policy and procedures. Please review and notify the OIG of all corrective actions taken by May 26, 2014. Cc: Louis Chapman, City Manager Lula Butler, Community Improvement Department Director "E- 1lhIlichig- 6iic iust evil Govei-nil evil-» J PO Box 16568,West Palm Beach, FL 33416-6568 Email: inspector@pbcgov.org Website: http://www.pbcgov.com/oig/ Office: (561)233-2350 Hotline: (877)283-7068 Fax: (561)233-2370 w MEMORANDUM W TO: Mayor and City Commissioners FROM: Terrill Pyburn, Interim City Attorney DATE: May 8, 2014 SUBJECT: AGENDA ITEM SP.3- SPECIALIWORKSHOP MEETING OF MAY 13,2014 DISCUSSION REGARDING THE ENGAGEMENT OF A CONSULTANT TO PREPARE PROCUREMENT DOCUMENTS FOR SOLID WASTE COLLECTION SERVICES BACKGROUND Waste Management has provided solid waste, vegetative waste, and recycling collection services to the City (the "Services")pursuant to a Franchise Agreement with the City dated September 20, 2001, which has been amended five (5)times. A dispute arose between the City and Waste Management regarding the validity of Amendment No. 5 to the Franchise Agreement. The City filed a declaratory action in the Palm Beach County Circuit Court to seek a judicial determination as to the validity of Amendment No. 5. On March 28, 2014, the Honorable Meenu Sasser issued an Order Granting the City's Motion for Summary Judgment declaring that Amendment No. 5 was void because it violated the City's procurement code. The City and Waste Management thereafter entered into an Interim Service Agreement to have Waste Management continue to provide services through October 31, 2014 while the City engages in a competitive solicitation for garbage, recycling and related collection services in accordance with the City's Procurement Code. This Agreement was approved by the City Commission at its meeting of May 6, 2014. At the May 6th City Commission meeting, the Commission gave further direction to obtain information on as many different solid waste procurement consultants as possible and bring back the information to the City Commission with a recommendation as to whom should be selected to assist the City with the procurement process from drafting procurement documents up through ultimate award of the contract to a solid waste collection service hauler. My office contacted the following individuals/entities: 1. David Dee, Esquire, Attorney with Gardner, Bist, Wiener, Wadsworth, Bowden, Bush, Dee, LaVia& Wright, P.A.; 2. Bill Redman, Consultant with RGG Consulting, Inc.; 3. Charlie Maccarrone, Chief Financial Officer of the Solid Waste Authority/Independent Consultant; and 4. Mitch Kessler Consultant with Kessler Consulting, Inc. I have provided a chart attached hereto with specifics regarding background experience, estimate of costs, and references for each of the Consultants. Additionally, I have provided their resumes and any additional relevant backup that they provided to me to aid you in having an informed discussion. LEGAL REVIEW: In speaking with the various consultants it appears that 9 months to 1 year is the ideal time frame for completing the procurement process, awarding the contract, and implementing a new solid waste collection service provider. Based upon this information, my recommendation is that we should process this under Section 36.02(C)(11), "Best Interest Acquisition" as this is a niche market for consulting and time is of the essence and so it is not practical to utilize the City's procurement process in this instance. My office obtained two (2) written quotes and two (2) more are expected to be received by Monday, but given the short time frame and the inability to obtain any quotes less than twenty-five thousand dollars ($25,000) so far, I recommend that we discuss the City's expectations for the prospective Consultant at this time and postpone voting on this item until the May 20, 2014 regular City Commission meeting when we will have all of the information and I can make a formal recommendation based upon receipt of all quotes. FINANCIAL REVIEW: Finance recommends that this item be postponed. From the perspective of the City's purchasing ordinances, the information currently available indicates that the project is likely to cost in excess of the $ 25,000 threshold for compliance with 36.02(B). From a business perspective, taking the time to solicit management's recommendations on the specifics of the deliverable and on how the contract would be managed will result in a superior project and outcome. With the interim services agreement in place through January 31, 2015 there is no reason to make a decision with incomplete preparation. DISCUSSION: This item is before you in order for you to discuss selecting a Consultant to assist the City with the procurement of solid waste collection services inclusive of drafting competitive solicitation documents up through and including award of the contract for services. TIMING OF THE REQUEST: This item is time sensitive and a determination should be made soon in order to avoid delay of the competitive solicitation process for solid waste collection services. RECOMMENDATION The City Attorney's office recommends City Commission discretion at this time. L O U � � to f6 +�+ 3 y m E O U 'p too p 41 ? L- V) O 'C N aj C C ,4.- vi w Y O to 0 -be L- 0 O () •� O U OL Y a o c, o -C v o CU 41 U U D Leo v m GJ c aS a m o "� � U m c E 1 (u O N L �• fO L Q Q o U Ln 0 U aJ t N 0 L 7 C fD cu U V� c a E r- m o za Ln Y e a o '^ � U in v) D o _ o (n Ln U L O Ln M fa Ln N L M 4j)- C R L tR O Q O ++ UII O E -0 II i U Q i aJ +r ++ O C () CJ o ° ° o r a` L a� W :3 +' a) aj v o Q- m :3 4, CL 4- E -0 o E o Q ` �O ` ` r, a a) M H o +, E a, LA , .A O m O O Ln w cc Ln O ,v Ln ++ In IS Ln C _ ri ++ O CN Q Vi. F- �? v O V} u 14 F- -(4a � a) (/� •3 c ,c 3 a�i C E C C a) O a +' a 'L +�+ N v a LO a v c_ a CL ° x' .� z x' ±' •— O c a� � H aj L ,� m ,F LA Ln ° E a ° E ° o y 3 L U to L CLO •� L V M J Ln �' Ln VI W on m m C N LA 3 N o o � v n .2 w m` 0 O n O L OL OU �+ ca H C M Lu 4-0 y O C C � O O ,� U aa) 0 s � V D CL �G V U Solid Waste Consultant Reference Information 1. David Dee,Esg. I spoke with David Dee about his business. He gives seminars on drafting procurement documents for Solid Waste Collection Services. He has been an attorney in working in Environmental law with a focus on solid waste consulting for almost 35 years. I spoke with the following references regarding David Dee: City of Coral Springs: I spoke with Andrew Dunkiel,Assistant City attorney (Sherry Whiteacre was not available). David Dee drafted the RFP and the agreement for the City's trash and recycling collection services. The City as very happy with the results. It said that David was very responsive and he knows the industry very well. There were no bid protests. City of Sunrise: I spoke with Kim Kisslan,City Attorney. David renegotiated some agreements that they had with Wheelabrator, Bergeron and Sons. The City was very happy with the results. He was cost effective and efficient and had great industry knowledge. He reviewed agreements and pointed out the provisions that they didn't have and recommended provisions that they needed. He also reviewed all the red line changes thoroughly and was able to prevent contractor from adding sections that had not been redlined. Southern Waste Authority: Mark Bruner, Chief Administrative Officer of SWA is a dependent district responsible for trash disposal in Palm Beach County and collection in unincorporated areas of the county only. They use David to work with DEP and with state government offices in Tallahasse for issues related to disposal,the regulatory process and rule development. All of the references I spoke with said the David offered a superior knowledge of the industry and like the fact that he worked mainly on the government side. 2. RCG Consulting Inc. I spoke with Bill Redman about his business. He is a consultant for many municipalities in the state of Florida. He only represents municipalities,not haulers. He negotiated the BFI contract with the City in the 90s,and is familiar with the current situation. He has been in the garbage business his whole life. When BFI bought out his family business, he went to work for BFI. When he retired in 2000 he set up his own consulting business. He has recently drafted the bid proposal package and the agreement for Tamarac. He also renegotiated the Waste Management contract with Coral Gables and also with Daytona Beach (saving them 2.6 million). He is not an attorney but works closely with City Attorney to get contracts. His rate is$155/hour for primary consultant and$115 for support staff. I spoke with the following references regarding RCG Consulting: I spoke with Michael Booker, City Manager at Daytona Beach Shores, who said that Bill really knew the business inside and out. He did their bid package 4 years ago,and saved them a lot of money(switched from Waste Management to Waste Pro). I spoke with John Sutter, Public Works Director for the Village of Islamorada. He said that Bill Redman and RCG Consulting were on top of things. They used them last year and there was a lot of document prep and they had a great experience. They awarded the contract in January of this year after RCG drafted their RFP. No bid protests. Very punctual. He definitely would recommend. 3. Kessler Consulting,Inc. I spoke to Mitch Kessler of Kessler Consulting and he said that they just wrapped up the procurement process on Monday in Key West and also recently in Lake Mary. He said that he represents only municipalities and counties with regard to procurement. He has been in the business for 26 years. His firm has handled over 30 solid waste procurements in the last few years. 4. Charlie Maccarrone Pyburn, Terrill Subject: FW: David S. Dee--RFP for Solid Waste Collection Services Attachments: Dee.DSD Resume.05-01-2014.pdf From: David Dee [mailto:ddee @gbwlegal.com] Sent: Thursday, May 01, 2014 12:12 PM To: Pyburn,Terrill Subject: David S. Dee-- RFP for Solid Waste Collection Services Ms. Pyburn, At your request, I am sending you this note to confirm and supplement the information that I provided to you during our telephone conversation this morning. I would be delighted to assist the City of Delray Beach with its efforts to competitively procure solid waste collection services. As shown in my resume (attached), I have considerable experience with procurements and contracts for solid waste services. For example, my experience includes the following: 1. On behalf of St.Johns County, I am currently preparing two(2)amended and restated contracts that provide for the collection of the solid waste generated in the County. 2. On behalf of the City of Hialeah, I am currently preparing an Invitation to Bid (ITB)for the processing, marketing, and sale of the City's recyclable materials. 3. On behalf of the City of Hialeah, I am currently preparing a Request for Qualifications and a Request for Proposals(RFP)for solid waste collection services. This process will result in the privatization of the City's solid waste collection services,which currently are provided by City staff. 4. On behalf of the City of Coral Springs, last year I prepared a RFP and associated solid waste collection contracts for the City. Parenthetically,the RFP process resulted in a substantial reduction in the City's collection costs, and improvements in the City's revenues and level of service. 5. On behalf of Lake County, last year I prepared an RFP and contracts for the collection of the County's solid waste. I also simultaneously prepared an RFP and contracts for the disposal of the County's solid waste. These procurements dramatically reduced the County's costs and improved the County's level of service. 6. Last year I prepared contract amendments for the disposal of the solid waste generated in the City of Sunrise, in addition to a contract for the processing and sale of the City's recyclable materials. I previously prepared the RFP and contracts for the collection of the City's solid waste. 7. On behalf of Putnam County, I recently prepared an RFP and contract for the sale of the County's Class I landfills. The results of the RFP process will be presented to the Board of County Commissioners this month. The recommended proposal will provide economic benefits to the County in excess of$170 million. 8. On behalf of Clay County, I am currently preparing contract amendments that will extend the County's contract for the transfer,transportation,and disposal of the County's solid waste. 1 9. On behalf of St.Johns County, last month I completed the preparation of an amended and restated contract for the transfer,transportation,and disposal of the solid waste generated in St.Johns County. 10. Over the last decade, I have provided extensive and on-going services to St. Lucie County on a variety of contractual and environmental law issues. Among other things, I prepared the County's solid waste collection contract for commercial waste. I also prepared the County's contract for the construction and operation of a plasma arc gasification facility for the disposal of the County's solid waste. 11. On behalf of the Broward Solid Waste Disposal District, several years ago I prepared the contract amendments that would have extended the District's disposal and service contracts with Wheelabrator. Parenthetically, I also serve as outside counsel for the Solid Waste Authority of Palm Beach County. I had primary responsibility for obtaining the state and federal environmental permits for the construction of the Authority's new waste-to-energy facility,which will burn approximately 3,000 tons per day of solid waste to generate electricity. Since you are located in South Florida,you may be familiar with and wish to call one or more of the following people for reference information: (a)the City Attorney for the City of Sunrise(Kimberly Kisslan)and the City's Public Works Director(Richard Salamon); (b)the County Attorney for St. Lucie County(Dan McIntyre)and the Director of the County's solid waste programs (Ron Roberts); (c)the Assistant City Attorney in Coral Springs(Sherry Whitacre) and the City's Public Works Director(Rich Michaud);and (d)the Assistant Director of the Solid Waste Authority(Marc Bruner). Additional references can be provided, if necessary. My rate for new private clients is$350 per hour. My rate for new public clients typically is$250. Since I was born and raised in Hollywood,and still have a mother and siblings living in Hollywood, it would be a pleasure to assist one of the communities near my former hometown. Please let me know if you need any additional information. Please reply to this note so that I will know you received it. Thank you. David S. Dee, Esq. Gardner, Bist, Wiener, Wadsworth, Bowden, Bush, Dee, LaVia& Wright, P.A. 1300 Thomaswood Drive Tallahassee, FL 32308 Telephone: (850)385-0070 Cell: (850)566-5810 Facsimile: (850)385-5416 E-Mail:ddee @gbwleaaLcom h ttp://www.abw/egaL com l,n:.f•Ir.i L,il i til : - 1 W'k 6 '��,�'..l,S .t I: l..dwy�{H �i�l - it LtilC !!ci 3. 1N 1U."'A. rA r 7r.in,err-t�7iri lil�du..rr ivro f do L'Nwl� + 2 CONFIDENTIALITY NOTICE: This communication is intended only for the exclusive use of the intended recipient(s)and contains information which is legally pr;vileged and confidential.Furthermore this communication is protected by the Electronic Communication Privacy Act, 18 U.S.C.§§2510-2521 and any form of distribution,copying,forwarding or use of it or the information contained in or attached to it is strictly prohibited and may be unlawful. This communication may not be reviewed,distributed,printed,displayed,or n:-transmitted without the sender's written consent. ALL RIGHTS PROTECTED. If you have received this communication in error please return it to the sender and then delete the entire communication and destroy any copies. Thank you. 3 Pyburn, Terrill From: David Dee <ddee @gbwlegal.com> Sent: Thursday, May 08, 2014 2:38 PM To: Pyburn, Terrill Subject: David S. Dee-- Procurement of Solid Waste Collection Services Attachments: Delray.Engagement Letter re scope of services.5-8-14.pdf Terrill, Attaci:eci for Y our review is a let�ar the,c ideiniifies the:'<e / tiviiies :hat will occur in the City's,.,rocurement J y.•tllieS+:OileS :•C pmcess. The letter also c ntains an est i-nate of the bbuidget for my legal serrices. As ! merdone;yesterday,sonne of my cheiw:s require ti;e successft:l vender to pay the cornrn unity for V e expenses the commurilLy incurrad d ring the procurement process. For exa .ople, the solid wasie collection convacts in Sunrise, Coral Springs, and Coral Sables require the vendor to pay a specified arr-ount(e.g.,$185,00:)In Coral Springs)to reimburse the city•fo the time and expense exlper.ded by the Cky s staff, consultant,and outside counsel. Feel free to contact me if;you 'lave any ruest,.ons. David S. Dee, i^sq. Gardner, Bist, 1v41iener; !Nadsworth, 8o,,1J'ef7, BUSK, Dee, LaVi,7 c'x Vldgh.t, P.A. 1300 Thomaswood Drive iallahassec, F-!.3230E (850)385-0070 Cell: (850)566-5810 Facsimile: (850)335-5416 E-Mail.,ddeePgbwlegaLcom h ttP.11www.gb wie gaL com 1k�s ll..rn+t7Lr;• .-erd °' V Y ,�'K�rr-r la'ISi.'4k6r, ;+er 4t';rti.�ry;�,r'tY. 3�,�atvrk•rt + I ik•k• L:Wi1 .`1l'riLl It- AT W1L 1-4.r.w. 4 LlVaS..n t n...,..,.w�.. . V�L,..afw CONFIDENTIALITY NOTICE: This communication is intended only for the exclusive use of the intended recipient(s)and contains information which is legally privileged and confidential.Furthermore this communication is protected by the Electronic Communication Privacy Act, 18 U.S.C.§§2510-2521 and any form of distribution,copying,forwarding or use of it or the information contained in or attached to it is strictly prohibited and may be unlawful. This communication may not be reviewed,distributed,printed,displayed,or re-transmitted without the sender's written consent. ALL RIGHTS PROTECTED. If you have received this communication in error please return it to the sender and then delete the entire communication and destroy any copies. Thank you. From: Pyburn,Terrill fmailto:pyburn(dmydelraybeach.com] Sent: Wednesday, May 07, 2014 5:21 PM To: David Dee Subject: Waste Management Case Order David: Here is t:­_%ol der per our discussion. Best Regard'S' Terrill ill Pvburn, Florida ✓)ar Board Certo'fled Or,'Ly, CouritV and Local tGov-,arni-in.ant A-Litorney Interim .~city AIL"Llornev .200 NAA-1 'i st Avenue Delray Beachi, F1_ 33444. k"61) 243_7. 00,0 PUBLIC RECORDS NOTE: Florida has a very broad public records law. Most written communications to or from local officials, employees, or the general public regarding city business are public records available to the public and media upon request. Your e-mail communications may therefore be subject to public disclosure. 2 G"ardnerBi-ANtener W NV",i.dswori,,�i,Bowde.n,Busb,., D,,,L.,,'V.i., c? Wn&t, P.A. ATIORMAYEATIVITY Dilvc ranida 32308 "7111.�,.rr..8.-HIIiiI Wen.*Y Ause M VAC= D.E,-AT.'=dV"AdIjP—,- Zc:,zE-J'Scher"i.igh. C�' �--v:RZ,"Ieuemr IU LMM 1.�6r*Red Red MAWS-AWW -rn-y -Ofcmnsd May 8, 2014 Terrill C. Pyburn 1,-ntarim City Att-onney City of Delray Beach 200 N.W. 1't ,%.venue Delray Beach, FL 33444 Re: Competitive Procurement Process for Solid Waste Collection Se-z-vices :,ear Nis. Pvbu--n: During our telephone conversation yesterday, you asked me to provide you with a schedule that identifies the key tasks to be completed if the City of Delray Beach undertakes a cormp etitive procurement process for solid wast-a collection services. The City's process should include the following act---Jities : 1. The City provides its current solid v.-Yaste collection contract, procurement code, and solid waste code to the City's consultaait and me. 2 . The City's consul"Cant and I will meet with the City's solid waste director end ot-119-," appropriate City officials to discuss the content of (a) the City's request for proposals (OR-FP") and (b) the contract for solid waste collection services that will be included with the RFP. These discussions will address the scope of services to be provided by the contractor and many related issues. 3 . 1 will prepare a draft RFP end contract, based on the City's instructions. Terrill C. Pyburn May 8, 2014 'gage 2 4. The City will review, and comment on the proposed RFP and contract. The City's reviewing team will include the City's rise: management Cfepartment, purchasing dgpart_ment, and legal department, 5. :i: will prepare and distribute a second draft of the RFP and contract, based on the City's comments. �. The City will issue the RFP and draft contract. 7. The City i,Yil_l conduct a, pre-proposal conference with potential proposers. The pre-proposal conference should be at least two weeks after the RFP is issued. The City's consultant and I will.:. attend the ore- proposal conference. W 8 . The Cit.%r .rig..1 receive written cru.estions and comments from vendors. The deadline for su;mnitting questions and comments should be several days to a week after the pre-proposal conference. 9 . The City's consultant, the City staff, and I will consult and then I will prepare a draft of the City's written responses to the vendors' comments and questions. 10 . The City will issue an addendum to the RFP, which w7:11.111 contain the City's official response to the vendors' comments and, questions . The addendum also will contain any revisions to the RFP r_c,airements and conL:ract.. 11. The City w-.i:l.:'•_ receive proposals from. vendors. The -deadline for the submittal of proposals should be at least one week after the City issues 4.ts addendum. 12. The Citl.F's evaluation committee will review the proposals. The City's consultant and I will assist the evaluation committee as teckmical advisors. The City's consultant will conduct the Financial evaluation of the submittals and contact the vendor's references. 13 . The City will award its contract to the preferred vendor at a public meeting. The City's consultant and Terrill C. Pyburn fay 8, 2 0'i 4 Page 3 I _:?.::, assict with the presentation to the City Council. 14. The vendor will procure its veri=-las, equipment, and staff to serve the City. If the vendor is not the incumbent 'hauler; the vendor i-ll need at least three to five months tc comple;:e ;these tasks. 15 , The vendor rill begin to provide its services to the City. You also asked me to provide a budget for my services to the City. It is extremely difficult to provide a precise budget because the budget will depend on the specific scope of services that the City requests from me and it will be affected by ether variables that I cannot control . Based on the schedule set forth above, I have assumed Ttha;; I will attend meetings with the City whey ( ) the City is ready to commence the procurement process, (2) the City conducts the pre-prgposal conference, (3) the evaluatioa committee meets, and (�3) the City Council awards the contract to the preferred vendor. For the purposes of any schedule a�ad budget, I have assumed the C'ty w-411 want to continue to receive the same level of solid waste collection service that it currently receives. This is relevant because it means I will not need to prepare multiple versions of the contract with file vendor. Multiple versions of the contract would be requi=-ed s.f, for Lxa:mple, the City wan"Ced to evaluate the cost of Continuing with its current level of service and also :canted to determine Lhe cost of other services (e.g. , using recycling carts and automated collection service for the collection of recyclable materials) . The schedule and budget assume there are no bid protests or litigation to complicate the procurement process. Based on those assumptions, and based on my experi :nre faith other projects, I estimate that my service: will cost between $35, 000 and $50, 000. Please note that the City will largely control the amount of Tgork I am required to do on this project. The more tasks the City asks me to com,plete, and the more issues the City asks me to investigate, the more time I will need to spend and the larger my bills will be. If this letter adequately addresses your concerns, I will be happy to send you our stEmdard engagement letter for your consideration. Terrill C. Pyborn I'day 8, 20 Page A Please I-eq-- me -know if you have any questions . S David S. Dee May 8, 2014 Ms. Terrill Pyburn, ESQ. City Attorney 200 N. W. 1 St Avenue Delray Beach, Florida 33444 Subject: Solid Waste Consulting Services Dear Ms. Pyburn; Herein please find the Redman Consulting Group, Inc.,hereinafter referred to as (RCG),proposal as per your request from our discussion yesterday. RCG's proposal encompasses the numerous issues involving the various options for the City of Delray Beach to consider in drafting a set of bid or request for proposal (RFP) specifications which will also be the basis for a contract service agreement to release to the general industry of waste collection companies for their response. I Based on my conversation with you, RCG would request a meeting with you, appropriate staff, and/or City representatives or designee(s)to insure the City's desires and requirements are included in the documents. During the initial meeting we would discuss the procedure and the various steps to insure a successful bid/RFP and award of the same. There are several options in today's marketplace that are available to the City which we will discuss with you in the initial meeting in order for the City to review and make decisions of any additional options the City may wish to include in the documents to be released to the marketplace for submittal responses. As per your request please find outlined below the scope of work that our firm would perform for you and your appropriate staff. Scope of Work: A. Meeting with the City to discuss all options and desires to be written into the specifications. Collect all pertinent historical data such as residential solid waste tonnages, commercial solid waste tonnages,residential recycling, yard waste and bulk waste collected and other pertinent data as deemed necessary. Atlantic Avernus•New Smyrna Beach,FL 32169-piftee 386-427•,3339 •Fax:.39 6-427-4649 www.rcguaaanllne-com B. Prepare a draft set of Bid/RFP specifications to be reviewed by the City designee(s) for any desired changes, deletions or additions. C. Prepare the final set of Bid/RFP specifications. Once the City has reviewed and made any requests or comments to be to be incorporated, the final document will be submitted for advertising of the Bid/RFP to the public. D. Assist the City with conducting a mandatory pre-bid/pre-proposal conference. E. Prepare responses to questions proffered during the mandatory pre-bid/pre- proposal conference and submit to City for review and approval. F. Once the City approves submission responses,release to all attendees of the mandatory pre-bid/pre-proposal conference. G. If City wishes RCG will send out those responses to the potential bidders/proposers. H. Invoke and assist the City in monitoring the Cone of Silence requirement during the thirty(30) day period also extended to award date in which the bidders/proposers will be conducting their due diligence and preparing their responses to the document. I. Assist the City in conducting the Bid/Proposal submission of proposals due date meeting and the appropriate acknowledgement of all submissions. J. Review and respond to the City on all proposals received by the City. K. Prepare an economic, operational, and ranking analysis of all proposals submitted for award of the contract and submit to the City designee(s) for review and comments. L. Prepare comments for City designee(s) as it relates to proposals to be considered for recommendations after rankings are completed and reviewed by City designee(s). M. Assist the City in conducting a workshop, if the City so desires, for input or clarification. This could be done during the initial process A though G above or after submissions have been reviewed. N. Once the City makes a recommendation of rankings RCG would assist the City with negotiations for a manageable and acceptable contract to be submitted to the City Manager, Mayor and City Commission for consideration. O. Meet with any elected official or others the City deems necessary or if requested will attend Commission meeting when brought before the elected officials for a decisive vote of award in order to assist City designee(s) in answering any questions or responding to comments which may arise during the meeting. As we know this contract has been in effect for a number of years and now would be the perfect time to review and make suggested updated industry programs which will be beneficial to the City. This project should be completed in a time frame during this budget year in order to make sure any savings to the City is calculated into the upcoming budget. 7(Y, S Atlantic Avenue- New Smyrna Beach.FL 32169-Office: 9339 -max 386-427-454q, ww w.rc9wsmm11r.e.c*m RCG would be prepared to assist the City in any manner we can working to achieve a successful conclusion to this project. RCG's hourly rate is one hundred fifty five dollars ($155.00)per hour for Primary consultants and one hundred fifteen dollars ($115.00)per hour for Assistant consultants billed monthly. Our rate is portal to portal, any out of pocket expense would require approval from the City in writing before such expenditure would be allowed. Based on the scope of services as listed above RCG would put a project cost not to exceed in the amount of twenty five thousand four hundred dollars ($25,400.00). In addition RCG is well versed in other services as you have seen from visiting our web site (� ;. t.f±;;c�c?i31i s1�„.�4:+� ,). I have listed below some additional services which would be available to you. • Review the existing solid waste ordinance and prepare any comments or recommendations for any changes if necessary. If the City decides to make service changes, such as instituting mandatory commercial recycling , it would most likely require some modifications to the existing ordinance. • Review and prepare recommendations for required equipment due to re- routing or any change in the type of service to be provided. • Prepare a proforma, based on the decision of the type of service to be provided for the City to use as an operational guideline. • Prepare a proforma based on any economic fee increases to be.paid to the Contractor Also as requested, below is a breakdown of the scope of work by cost and timeline. This timeline is estimated from the time the City gives a notice to proceed: A-G above timeline would be approximately five(5) weeks with an associated cost of approximately fifteen thousand eight hundred dollars ($15,800.00). H-M above timeline would be approximately four(4)weeks with an associated cost of seven thousand six hundred dollars ($7,600.00). N-O above timeline would be approximately four(4) weeks with an associated cost of four thousand two hundred dollars ($4,200.00). As stated above RCG would place an amount of the entire project based on providing the services of the entire project an amount not to exceed twenty five thousand four hundred dollars ($25,400.00). -r S.Atlantic Avemje Nf'w Srn rna Beach, .F! ,'iti`+ „ Nce. 3€&4^7•;:+?;i9 wwwxcgusaonline.com Once you have an opportunity to review our proposal please indicate the City's acceptance below. If you have any questions please do not hesitate to call me. Sincerely, William S. Redman, Jr. Senior Vice President cc: Jean. S. Redman, President Agreed to this date 2014, By: Title Print Name: File Name:Delray Beach Florida letter of engagement 7-007 S Atlantic Ave-i:ie • New Smyrne�Se_+�h,F1 32159•Office.3M-427-90-N.Fa -W,-427-4.549 www.rcgusaonf inexam RCU's. Profi;:.,-!)s ional Team 2014 Jean S. Redman Jean S. Redman, President and founder of Redman Consulting Group, Inc., a woman owned business, has over 23 years experience within the solid waste industry. Formerly a computer programmer for a major defense contractor, Mrs. Redman began her career in the environmental waste industry as an officer of a privately held company that was later purchased by Browning Ferris Industries. Mrs. Redman's duties included oversight of the insurance department, billing, budgets, internal staff, employee relations, and subsequently broadened to include internal data and contract support to the Municipal Market coordinator for BFI's Southern Region and later for Onyx's Municipal Market Manager of North America. Mrs. Redman's current priorities are the internal operations of RCG, contract development for bid and RFP submissions to municipalities, municipal ordinance update, residential and commercial billing and field audits, and municipal contract administration oversight. Mrs. Redman is also responsible for the development, research, marketing, and training of municipalities and implementation of RCG's exclusive web based online complaint, compliment and request resolution tracking system throughout North America. I I I I William S. Redman, Jr. William S. Redman, Jr., Senior Vice President for Redman Consulting Group, Inc. has been involved in the solid waste industry since 1987. Mr. Redman served as President of a privately held solid waste hauling company until it was purchased by Browning Ferris Industries of Houston, Texas. Mr. Redman remained with BFI as the Municipal Marketing coordinator until 1999. Mr. Redman's responsibilities included; overseeing all Municipal contracts from Savannah, Georgia to Key West and 86 other municipalities for BFI. In administering those contracts, Mr. Redman developed expertise in residential and commercial collection, landfill and mulching operations, RFP & Bid analysis and submittals, current operations analysis, acquisitions of privately held collection companies and renegotiation of existing municipal contracts. After assisting in the formation of RCG, Mr. Redman was asked by the Chairman of the Board of Onyx North America, to accept a temporary position as Municipal Market Manager for Onyx in North America and the Caribbean Region. His responsibilities in this position were to assist the department's director in assessing the many opportunities within this region and to guide the creation and expansion of Onyx's municipal marketing department. In 2003 Mr. Redman rejoined the staff of RCG as Senior Vice President of field operations, with a focus on RCG's review, analysis, and initial preparation of reports in response to municipal requests for assistance. Mr. Redman also took the lead position for RCG in overseeing the solid waste contract administration for the cities of Daytona Beach Shores, Holly Hill, and Oak Hill. Mr. Redman also took the lead position when the City of Oak Hill contracted with RCG for their municipal storm cleanup operations and served as the City's coordinator with its contract hauler and FEMA. RCG is also under contract as administrator to oversee the solid waste contract and billing for the City of Daytona Beach. David Hand David Hand joined RCG after retiring as the City of Daytona's solid waste Director, overseeing residential and commercial services. Over the course of more than 30 years working in the solid waste field, Mr. Hand has developed an innovative and positive attitude in his ongoing search for cost effective methods to meet the recycling goals set forth in HB 715 (i.e., to recycle 75% of the current waste stream by the year 2020). Mr. Hand has extensive experience in billing, reconciliation of landfill fees, tonnage, recycling audits and percentages, creating and auditing reports designed to streamline efficiency and head count within the City and the City's contractor. Mr. Hand holds a Certification by the State of Florida as a Code Enforcement Officer and oversees City Code Enforcement procedures relating to solid waste, recycling, and disaster debris removal. He holds a C & D landfill operators license with 25 years of experience, and is a member of both the Solid Waste Association of North America (SWANA) and Recycle Florida Today (RFT). Mr. Hand is proficient with Trac EZ training of new customers, presentations, and utilization of the system for billing and tracking complaints, compliments and requests for the benefit of the City. Chris V. Hurst Chris V. Hurst, PE joined the RCG team as an Associate. Mr. Hurst is a graduate of Florida Atlantic University with a BS in Ocean Engineering and is pursuing completion of his course work for a Masters degree in Environmental Engineering and Technology. Mr. Hurst has 27 years of experience in the engineering field, including work in design and permitting of residential and commercial projects, design and construction of water treatment plants, and serving as a consultant to municipalities on those projects. He has served as municipal design engineer and municipal Public Works Director. Mr. Hurst created innovative GIS applications for use in water distribution and CRA projects. Mr. Hurst has been continually on the cutting edge with technology, finding and implementing innovative systems that enhance municipal services while reducing adverse environmental impacts. Mr. Hurst's experience in both the private . and public sector and his understanding of the need to harmonize solid waste programs with the environment make him a valued member of RCG's municipal service team. James N. Wilson James N. Wilson joined the RCG team in 2007 with more than 26 years experience in the management of multi-faceted government and private sector operations. Mr. Wilson has extensive experience with the Seminole County Public Works Department as Deputy Director of Public Works. Senior Operations Manager / Director, Operations Manager for Waste Management, Inc., Florida Department of Transportation State Road Department as a construction engineer and inspector throughout the Fifth District, Florida Department of Transportation for Brevard, Seminole County, Orange and Osceola County as an engineer for planning, assigning and directing the maintenance efforts for the State Highway System. Mr. Wilson developed a maintenance management system, roadway characteristic inventory, and computer system tying materials used to the inventory of ordering system, daily production to the MM system job hours to time sheets, and emergency response procedures for major disasters. Mr. Wilson is detail oriented, thorough, accurate and innovative. His proven contract development and negotiation skills make him a valuable member of RCG's service team. RCG Consulting, Inc. Page 1 of 1 e Consulting,Inc. C t^4nd implement thr higfteit QWhty kM of wrW F. # '`'x r drill a bb Jr7�-�' ■ fin- ■ ti • F • f Redman Conauiting Group,:nc.(RCC)was conceptualized and founded by Jean S.Redman in 2000 for the purpose of assisting City and County governments with the various complex and intensive issues regarding solid waste management.The need became dear based on our extensive involvement with Private Collection Companies and observations as numerous municipalities struggled to keep abreast of rapidly changing solid waste issues. Our resolve has been established to field a team of professionals experienced at providing a balanced,integrated approach to solid waste issues. Our goal is to create and implement the highest quality level of service tailored to meet the disparate needs of every community we serve. http://www.rcgusaonline.com/index.html 5/8/2014 RCG Consulting, Inc. Page 1 of 1 4;tC 4 • ■ NEWS & OR VCARD Member News Redman Consulting Group,municipal consultants for issues relating to solid waste and recycling,has been selected as consultants for the cities of Tamarac and Coral Gables.RCG has drafted new contract and RFP specifications for these cities,and is negotiating longterm contracts for solid waste collection and recycling services.RCG also has been selected to oversee the City of Daytona Beach's solid waste contract–as well as oversight of the city's customer billing,service providers and provider payments.www.rcgusaonfine.com overviews the RCG's services including TracEz,a web-based tracking system Jean Redman developed for municipalities.The system is trademarked,copyrighted and patent pending—and used by more than 100 municipalities in six states. VCARD Member News Redman Consulting Group,recently completed a Request For Proposals(RFP)project for Palm Coast officials–resulting in a new five-year city contract being awarded for solid waste collection services to Waste Pro of Florida,Inc. VCARD M--mber News Redman Consulting Group,representing and assisting municipalities throughout the Southeast United States with solid waste issues—recently completed a one- year project with New Smyrna Beach,reviewing and revising the city's residential and commercial solid waste and recycling contract and assisting city officials with the selection of a new vendor. Bill Redman,Jr.serves as vice president of RCG Consulting,based at 7017 S.Atlantic Avenue,New Smyrna Beach.Phone:388-427-9339. http://www.rcgusaonline.com/news.html 5/8/2014 RCG Consulting, Inc. Page 1 of 1 '• Cortsuiting,Inc. C fears Arid lrnlArmkntIh e highest tp,.wty krrlotsooylcr. 44% - ... . RCG M�NSYWNTS Jean S.Redman I Wi'�riam S.K.dman Jr.I Jar. ?':^;.:..�I h e:y S=umo I Gh.-+V.1;r::j Csv'.d 7Ian-d ;.r,.'uric;:(n Wr::lam 5.Redman,Jr.,Senior Vice President for Redman Consulting Group,Inc.has been involved in the solid waste industry since 1987.Mr.Redman served as President of a privately held solid waste hauling company until it was purchased by Browning Ferris Industries of Houston,Texas. Mr.Redman remained with BFI as the Municipal Marketing coordinator until 1999.Mr.Redman's responsibilities included;overseeing all Municipal contracts from Savannah,Georgia to Key West and 86 other municipalities for BFI.In administering those contracts,Mr.Redman developed expertise in residential and commercial collection,landfill and mulching operations,RFP 8 Bid analysis and submittals,current operations analysis,acquisitions of privately held ooIlectlon companies and renegotiation of existing municipal contracts. After assisting in the formation of RCG,Mr.Redman was asked by the Chairman of the Board of Onyx North America,to accept a temporary position as Municipal Market Managerfor Onyx in North America and the Caribbean Region.His responsibilities in this position were to assist the department's director in assessing the many opportunities within this region and to guide the creation and expansion of Onyx's municipal marketing department http://www.regusaonline.com/profhttnl 5/8/2014 RCG Consulting, Inc. Page 1 of 1 i r' 1.yr r;u�•.;r l cj,In[. Grsrr and�rnp4rr�nt eht lrghrs�y Klny 4uW W wfricG Jean S.R•m—nan Wiliam S.F..9rr.:n Jr.I � N' � '_ -Qr.. �Ch IV. D_:id;l;-=1 r1-1ji Eft>--cn Jean S.Rx dm m President and founder of Redman Consulting Group,Inc.,a woman owned business,has over 23 years experience within the solid waste industry.Formerly a computer programmer for a major defense contractor,Mrs.Redman began her career in the environmental waste industry as an officer of a privately held company that was later purchased by Browning Ferris Industries.Mrs.Redman's duties included oversight of the insurance department, billing,budgets,internal staff,employee relations,and were subsequently broadened to include internal data and contract support to the Municpal Market coordinator for BFI's Southern Region and later for Onyx's Municipal Market Manager of North America. Mrs.Redman's current priorities are the internal operations of RCG,contract development for bid and RFP submissions to municipalities,municipal ordinance update,residential and commercial billing and field audits,and municipal contract administration oversight. Mrs.Redman is responsible for the development,research,marketing,and training of municipalities and implementation of RCG's exclusive web based online complaint,compliment and request resolution tracking system throughout North America. http://www.rcgusaonline.com/profhtml 5/8/2014 RCG Consulting, Inc. Page 1 of 1 ' Consulting,Inc. 0 N1l aadlrtlpk mmt1hphtptt.ntmuatykwloficrvtcr IF HOW ■ CONSULTANTS RCG Jean S.Rodman I W li_n S.Ruoman dr. R. The backgrounds of RCG consultants are as diverse as the needs of every community we serve.We are a combination of over 100 years experience within the solid waste industry.Our expertise ranges from internal operations of private solid waste collection companies to overseeing municipal contract operations throughout the Southern Region. http://www.rcgusaonline.com/prof.html 5/8/2014 RCG Consulting, Inc. Page 1 of 1 CIML Mod i"mmt thr towl"t qu*q Irvw of Q"ur, i M 1 sp •■ ■ ALACHUA COUNTY,FLORIDA ATLANTIC BEACH,FLORIDA CAPE CANAVERAL,FLORIDA CORAL GABLES,FLORIDA DAYTONA BEACH,FLORIDA DAYTONA BEACH SHORES,FLORIDA DESOTO COUNTY,FLORIDA HOLLY HILL,FLORIDA ISLAMORADA,FLORIDA JACKSONVILLE BEACH,FLORIDA MELBOURNE BEACH,FLORIDA MINNEOLA,FLORIDA MONROE COUNTY,FLORIDA NEPTUNE BEACH,FLORIDA NEW SMYRNA BEACH,FLORIDA OAK HILL,FLORIDA ORCHID,FLORIDA PALM COAST,FLORIDA PORT ORANGE,FLORIDA SOUTH BAY,FLORIDA SOUTH DAYTONA,FLORIDA SUMMERTON,SOUTH CAROLINA TAMARAC,FLORIDA UMATILLA,FLORIDA WINTER SPRING,FLORIDA http://vwvw.rcgusaonline.com/clients.html 5/8/2014 RCG Consulting, Inc. Page 1 of 1 C. -',1tlt19jh1 Q&MP And irm*n ntOwIdglunlgtiwlthlweldimevrce. 1 M QUALITY LEVEL * SOLID WASTE SERVICE CONTRACTS VEGETATIVE AND GARDEN WASTE RECYCLING RECYCLING STUDIES AND EFFICIENCIES DISASTER DEBRIS MONITORING CLEANUP AND MANAGEMENT DISASTER PREPARDNESS PROGRAMS REVIEW-UPDATE-PREPARE CONTRACTS RFO RFP BIDS CONTRACT NEGOTIATIONS PRESENTATIONS UTILIZATION OF EQUIPMENT MANPOWER COLLECTION EFFICIENCIES IN ROUTING CONTRACT PRO FORMA ADMINISTRATION MUNICIPAL CONTRACT OVERSIGHT TRANSFER STATION STUDIES DISPOSAL MARKET ANALYSIS trod STREET SWEEPING http://www°.rcgusaonline.com/services.html 5/8/2014 Pyburn, Terrill From: Weaver, Jo Sent: Friday, May 09, 2014 2:25 PM To: Pybum, Terrill Subject: FW: Kessler Consulting Qualifications Attachments: Delray Quals 2014.pdf This was in the CAO mailbox. Jo Weaver PUBLIC RECORDS NOTE:Florida has a very broad public records law.Most written communications to or from local officials,employees,or the general public regarding city business are public records available to the public and media upon request.Your e-mail communications may therefore be subject to public disclosure. From: Sarah Sanford f mailto:ssanford(@kesconsult.com] Sent: Thursday, May 08, 2014 5:03 PM To: CitvAttorney a MyDelrayBeach.com Cc: Mitch Kessler Subject: Kessler Consulting Qualifications Dear IVis. Pyburn, As requested, please find attached 2 basic statement o�q�:ali cations•.or;;CI regarding the provision of assistance i.i the City's upcoming solid waste rocurement. Included in :he statement:is a brier summary of our corn any history, on-paint project experience, s lff resumes, a list of references, client letters, recent company nev..,slatters, s..0 a current rata schedule. Upon you,raauest, we'd be happy to provide more specific inforrinialon including a scone of services and Budget. We appreciate ycur consideration, ar d look forward to discussing the anached statement with ycu and the City FIt your earliest convenience.Should you have any immm-ediate questions or concerns, please feel free to contact me d.i!-eCtIy. Thai;ks, )4►�2�"w 0&( #vv Sarah Sanford, Research Analyst- Kessler Consulting, Inc;., innovative waste solutions www.kesconsult.com 813-971-8333 x. 29 (p) 1813-971-8582 (f) I ssanford(ab!,esconsult.com KCi Project#9999 with attachment Delray Quals 2014.pdf 1 IJ','jPO,RTAN1'NO-FjCF: THEINFOR-MATIGNCONT NEDDJT'�-T E-MkTL IS COrJ7- E;,ENT.rALAiND MAY CONSTITUTE-PRIVILEGED WORK PROCUCT. This mesa NOTICE; f ar.. :s for the lla°_gnzted recipient only and rnz',-'Cor.m1'fi privi.leged,propriata;y,or otherwise p,,':va4:e Wormation.Unless you are the named F.ddressee or an a:.''-,o7iz nee,yc a my ne.t Copy or u a R,ce cj`isc;ose It to a nyc n e a 1--wj. 17-,-cj have receivad it in error,please notify us immediately an d'than destroy it. Kessler Consulting, Inc. Statement of Qualifications Prepared for: Terril C. Pyburn, Interim City Attorney City of Delray Beach 200 N.W. 1st Avenue Delray Beach, Florida 33444 Submitted by: Kessler Consulting, Inc. innovative waste solutions 14620 N. Nebraska Ave., Bldg. D Tampa, Florida 33613 813-971-8333 Printed on recycled content paper We Walk the Walk! Green Practices of the Kessler Consulting Team We work in a green office. KCI is proud to be a carbon neutral company. We received the Earth Charter U.S.2008 Sustainable Business award. We have been an EPA WasteWise member since 1999 and were named the 2002 National Small Business Champion. We utilize on-site recycling and food waste composting,double-sided printing,equipment reuse, low-flow water products,xeriscaping,nontoxic cleaning supplies,energy-efficient lighting and equipment,and thermostat control programs to reduce waste and conserve energy and water. We purchase all of our paper products with post-consumer recycled content and utilize reusable/refillable items such as pens, pencils,and ink and toner cartridges. We utilize hybrid sedans for all automobile travel. L KCI's employees volunteer significant professional time to sustainable endeavors,including the Solid Waste Association of North America(SWANA),SWANA Sunshine Chapter, U.S. Composting Council, U.S.Green Building Council, Florida Green Building Coalition, Recycle Florida Today,and other solid waste and recycling organizations. We live in green homes. ' We actively recycle. Many of our employees compost food and yard waste,xeriscape,grass-cycle,and practice home water conservation as a general practice. Many of our employees use Energy Star rated appliances,compact fluorescent light bulbs and low flow toilets and faucets. Some of our employees utilize solar panels to generate a portion of their electrical needs. Kessler Consulting, Inc.is a member of, or was awarded, the following: green BUSINESS ' POWER er.�- PARTNER ■. Printed on recycled content paper History and Qualifications kessler consulting inc. In the last 5 years, Kessler Consulting, Inc. (KCI) has assisted local 'r?nvvatfveveasrr wir,uuns government clients with more than 35 solid waste service procurements or contract negotiations. Helping our clients --------------- ------------� contract for quality,cost-effective services is a critical T,, . r i.. 1a5' ;.t°1! ..XiJ„rl...i,.c that component of the services we provide. ;c::t l oug_s.00 UES s,;o:: s t:+-_s nViiUN-I e.Equ:'.l lj`it 1nG;! 1111:«'.^IS KCI was founded in 1988,the same year Florida passed the ;+cn;r professionFaiarn.Ynn Solid Waste Management Act,the landmark legislation that success.11-01 Ge vfJo e,1:ha sy;:,.; spurred development of Florida's modern solid waste and necessary to ccll:iplot42 6.-is r°,ojecc recycling infrastructure. Over the last 25 years, as the needs fl dnir. ael w.di, in o-as;oa?w u:.ri. of Florida's solid waste managers have changed,the focus ,`c..,;C.�°u 0.111' ;t:,:, c.a id Hunzeker of our work also shifted. While KCI continues to provide county Administr itor basic solid waste services, in the current climate of fiscal Manatee County, r accountability and public involvement,our work typically includes competitive procurement assistance,evaluations of effective and innovative collection methods, operational efficiency studies, and rate analyses. We have worked diligently to solidify our position as a leading solid waste consulting firm in the Southeast United States. Our firm's proven track record includes work on more than 300 solid waste projects, primarily throughout the Southeast. Our professional reputation is unparalleled and is built from an impressive history of results-based project experience. This reputation is perhaps best demonstrated by the long-term relationships enjoyed with our clients. In the past year alone, KCI has assisted public sector clients ,• - "KCI is-i prerriin-r sn�l�waste with more than 13 solid waste service procurements, consu,t<.iaz:,rrn.' 1a;.i F:;i':,v,crrk including collection, recyclables processing,cart acquisition, to transfer and disposal, and disaster debris management. We 19re !:v..11Ccl Su+:fi is understand the unique solid waste needs of municipalities in Florida, and we are confident that our project team can full `'�''cies,s, :,t v:C;has j Y tV complete and exceed overall project goals. t ey=,n a cunsuit:rnt/cli--:1t Because of our extensive procurement experience, KCI has ii'i::l G onshii r'." built an in-house Resource Center containing current and Joe Dawson relevant solid waste information, including various types of County Attor•uev procurement documents and a database of solid waste Charleston Coutis.3r,5c program information for various jurisdictions that is --_._------ _____.� continually updated. Our working relationship with other industry experts allows us to easily network and gain quick access to information. All project work is conducted out of KCI's office in Tampa, Florida,which provides timely access to Delray Beach. Your experienced Tampa-based Project Manager will plan project activities to maximize the benefits of onsite visits, and visits to our offices are always welcome. In addition, KCI has videoconferencing capabilities, which provides a lower-cost alternative to "meet"with our clients as needed. 1 kessler consulting inc. Delray Beach Quals 2014 , - Leaders in the Solid Waste Industry KCI's staff is highly experienced and well respected within the solid waste industry in the Southeast and nationally. Throughout our 25-year history, our firm has played a leadership role in numerous industry organizations and in helping to develop solid waste and recycling policies and programs. KCI staff members are dedicated professionals who are very committed to the industry. y Solid Waste Association of North America(SWANA) • 2012 SWANA Professional Achievement Award—Private Sector Member Award • Author of SWANA's Managing Recycling Systems Training Course • Instructors for Recycling and Collection Systems and Compost Courses • Former Vice Chair of the Waste Reduction, Recycling and Composting Technical Division • Member of the Composting Course Development Committee • Certified Construction and Demolition Debris Technical Associate • Member of the Collection and Transfer Technical Committee r SWANA Florida Sunshine Chapter (-i •CT]�ven .oyvIe:,c<i;±;c is bOJIL5 2nd • Current President • Former Recycling Committee Chair Richard E.Li"lg+,uisl.,P.E. • Distinguished Service Award Recipients DiF-Pcttor of Public Works Recycle Florida Today, Inc. • Founding Chair • Current Board Member • Lifetime Achievement Award • Recycler of the Year Award • Former Chair of the Development Committee,Ad-hoc Legislative Committee, Conference Committee, and Communications Committee Florida Department of Environmental Protection—Recycling Certification and Registration Technical Advisory Group,Waste Composition Technical Advisory Group, Compost Rule Technical Advisory Group, Certified Green Lodging Assessor Practice GreenHealth and WasteCap C&D Resources—Members U.S.Green Building Council—Member and LEED®Accredited Professionals Florida Green Building Coalition—Member and Committees' Member • Green Local Government Standards Committee and Standards Revision Author • Commercial Building Standards Committee 2 Ressler consulting Inc. Delray Beach Quals 2014 Florida Experience To demonstrate KCI's Florida experience,the map below depicts cities and counties to whom we are providing solid waste consulting services or have provided services in the past. KCI also has national experience,with current clients in North Carolina,South Carolina,Colorado, and Kansas. • Alachua County ` • Baker County • Bradford County • Brevard County • Glades County • Charlotte County • Gulf County • Calhoun County • Hardee County • Citrus County • Hendry County i • City of Deerfield Beach • Highlands County • City of Dunedin • Hillsborough County • City of Ft.Lauderdale • Holmes County • City of Ft. Pierce • Indian River County • City of Hallandale Beach • Jackson County ,1 • City of Hollywood • Leon County • City of Indian Rocks Beach • Levy County • City of Jacksonville • Manatee County • City of Key West • Marion County • City of Kissimmee • Miami-Dade County • City of Lake Mary 0 Nassau County L • City of Lakeland • Okaloosa County �` I • City of Largo • Orange County • City of Maitland • Osceola County low, • City of North Miami Beach • Palm Beach County • City of Oakland Park • Pasco County • City of Plant City • Pinellas County • City of Pompano Beach • Polk County • City of Sarasota • Putnam County • City of Stuart • Sarasota County • City of Tallahassee • Seminole County • City of Tampa • Sumter County • City of Venice • Town of Belleair • City ofZephyrhills • Town of Longboat Key • DeSoto County • Town of Southwest Ranches • Emerald Coast Utilities Authority • Union County • Gilchrist County • Wakulla County 3 kess!er conSulting inc. i'•r.J2tItr:FN 5?'.SC•'.ii1ti95 Delray Beach Quals 2014 Procurement and Contracting Accomplishments KCI has helped our clients achieve some of the best collection and disposal rates and the highest recycling revenue shares in Florida. Our firm is known for developing innovative approaches for meeting our clients'objectives, including contract provisions that have set the standard for procurements throughout the State. We know and understand the Florida marketplace and industry players,and we have a team with the depth of knowledge to bring about measurable results. The chart below summarizes the key results of recent collection procurements or negotiations with which we have assisted. Client Project Assistance Results Hefid.rr County,R, > Collection RFP Y 20%reduction in residential rates Y Added universal curbside recycling FIII?st)oraugh County, FL v Collection bid Y 34%reduction in residential rates Y Processing bid Y Est.$2.8M increase in recycling Y Cart bid revenue :o Largest single stream conversion in Florida c'ay West,FL v Collection bid Y Ongoing;new contact to include use of RFID service verification and yard waste processing ke Mary, R. Y Collection RFP Y Ongoing;new contract to include recycling revenue to City and use of RFID service verification Leon crtursty,FL Y Collection bid Y 30-41%residential rate reduction v Disposal contract negotiation 15%reduction in transport and disposal fee i,ngDnat Key.f v Collection bid Y Ongoing;estimated 27%rate reduction,conversion to single stream Collection bid Y 9%reduction in residential rates and use of RFID service verification;est. $182K increase in recycling revenue r412-"n tee-County, <. ➢ Collection RFP � Currently assisting with Y One of the lowest residential rates in collection negotiations Florida ($7.45/unit/month) Okali rsa CQuIlfy,FL Y Collection contract v 2.5%reduction in collection fees negotiation i 5%reduction in transport and Y Transport and disposal s disposal fees negotiation �die`:54Ic1,c:� Y Collection, processing, o Approx.26%reduction in annual transfer station operation RFP contract costs Southwest R ache:, FL Y Collection RFP Y 38%reduction in residential and commercial rates e, R Collection contract negotiation ➢ 15%reduction in residential rates 4 kessle-r cart,sultirig inc. =*WJMVV'".,A'so.:•l".M Delray Beach Quals 2014 On-Point Project. Experience To further demonstrate the extent of our procurement project experience, brief descriptions are provided below for several of the most recent and relevant projects. Our clients are the best way for us to demonstrate our qualifications and experience;therefore, we encourage you to contact any of the individuals listed below. T{F City of Key West, Florida i GC t�C•�: :i!$' =' '7!), �•'illlZ'IC :'_+:C'i)!7L�E,+, (7�i)1 ��-�i' J C Collection Procurement - In follow up to the implementation of Master Plan developed by KCI to establish the city on a pathway to Zero Waste and implemented by the City of ......................... �', Key West, KCI is currently assisting the city with ITB for solid waste collection services, and processing of yard waste and recyclables. KCI "..Ki-I did au uu Li an iirg.j01-, initially worked with city staff to define key services and standards,and ora?he±vlat;t�_r P ati.zricl then prepared an ITB and draft service contract that meets the city's si�`�I t "mot the-mru needs and objectives. KCI participated in the pre-bid meeting,assisted process. r.Immy weekiny in responding to vendors' questions and preparation of addenda, and {:ommisS1'.011er compiled a summary of the bid submittals. KCI is currently providing _Ke; MT((St,r'i, technical support to the city as it makes its final decision. KCI also will ; -----.__.___._.__._......... __._._....._._.__._...._......_. assist with any final contract negotiations and with the service transition,as appropriate. ! Town of Longboat Key, Florida I.?Ct: J!iC1Il IC e31:{:lr ±'ubilC ,+bG!'?:5'L?lf'??{:iGr, t94 .,.'.,7.1'i3-1958 Collection RFP p. KCI is currently assisting the Town of Longboat Key with a Request for Proposals (RFP) for residential and commercial solid waste collection service. KCI is developed technical specifications including three different service level options including single stream collection of recyclables. In addition, KCI participated in the pre-proposal meeting, assisted with preparing RFP addenda,and drafted the franchise agreement. KCI reviewed and evaluated three competitive submittals,and provided a summary of price proposals.The town chose to stay with 2-1-1 collection, but converted to single stream recycling using carts.Though still in negotiation,the RFP process resulted in a 25%reduction in residential rates, and a 28%reduction in commercial rates. 5 k.essler consulting irnc. Delray Beach Quals 2014 +y City of Lake Mary, Florida I—n C'.' irXC:I.tin3!k7� C,. �f4iG'11age(407 585-14.[.x^.' Collection RFP KCI is assisting the city with a RFP for residential and commercial solid waste collection services. Project work included assisting the City with identifying the primary goals and objectives to be achieved through the RFP process. Based on these goals and objectives and a review of the city's current collection system, KCI developed an RFP and draft franchise agreement for publication. KCI provided techincal assistance with pre-proposal meeting, and development of addenda in response to vendor questions. KCI is currently in the processing of reviewing five competitive proposals for completeness, and will provide technical assistance to the city's evaulation committee including preparation of price summary and a comparison of rates in neighboring jurisdictions for comparative purposes,and participation in committee meetings. KCI will also participate in negotiations with the selected service provider,and finalize the franchise agreement based on the services and revisions requested by the city. Should a new vendor be selected, KCI may help ensure a smooth transition in service if requested by the city. City of Maitland, Florida f_v!l'.'Of,,,. Sharor,!•tiSt'lr:!'J � Si;;1.i ,. 7i:I ci `!=.F PiJif:;n.,.jjy!`,o y, solid Waste Collection Procurement MWTLA/�V KCI assisted the City of Maitland with procuring residential and commercial solid waste collection services. We developed the technical specifications for an Invitation to Bid (ITB)that included pricing for three different residential service level options. In addition, KCI participated in the pre- bid meeting, assisted with preparing ITB addenda,and drafted the franchise agreement.We reviewed the six submittals received and prepared a price summary. KCI also assisted in presenting the results to City Council and in pursuing an inter-local agreement with a neighboring county for disposal. The city opted to stay with 2-1-1 collection, but converted to single stream recycling using carts,and also implemented a service verification system through the use of radio frequency identification (RFID). The ITB process resulted in a 9% reduction in service rates and an estimated $182,000 increase in recycling revenue over the new contract. KCI continues to provide assistance to the city during service transition though participation in weekly transition calls and facilitation of communication between the city and both incoming and outgoing service providers. 6 kessler consuttin.q in c. Delray Beach Quals 2014 Hillsborough County, Florida Contact: M5.e Mend-fil, Couni.i.;A,*_ninisboto,-, 89813'1276-2:343 Johr.� Public Works Arm M 0 0 a zVWV-M Solid Waste }�,�� �� ���' N4 KCI assisted with the procurement of solid waste collection services for the county's 250,000 households. After conferring with county staff to identify areas for improvement in the existing franchise agreements and --- -- ----^ ^-----------! evaluating new service level options, KC| developed RlBs for both solid vxautecollection and recydab|es processing. These ''�?cumy|1uuout-ytoLh� procurements resulted in a 34% reduction in residential cona,lm`�to..uJx,al[lC,c10'yl�/6 L" collection rates and an estimated$2.8 million per year in ��.^�cdl�!vo�yud�rc,eryrou� uu:;��luei:uoc..uxk|vobouev�c� recycling revenue to the county. Final contra�sare estimated tm �u^ri��aio.,oez�ey�ou|d.^ total $GDO million over 1Oyears. YlclorCr)st Cnun1,yCommissioner KC| is now assisting in implementation ofthe largest single roll- 8 M's bornoQhCnumly,yL out conversion to cart collection of its kind in Florida, distributing more than 5DO,D0O solid waste and single stream recycling carts. K[| developed the bid for cart acquisition,assembly and distribution, and also continues to assist throughout the service transition. SeO*inCy)e County, Florida [bntnct: N/8fl'onm '�mhnny^f��mz��5ofld�Vastr /407166 -2259 UXMY CollectionAnol.ysis�,Service Procurement, and Rate Negotiation K[| has assisted Seminole County with several residential �\ collection contract negotiations and with acompetitive y^--------~ `---------^ . \ procurement for one of its service areas when negotiations "KO iocon`/'risedofbigb|y with the then-current service provider could not beresolved. ledicxlcdpro'lUanionda-Agtih/lte VVe also helped develop a nonexclusive commercial franchise v�lliugoasu and�ndixz�outo agreement. |n addition, activ�ieshave included conducting uieet�o��ua!oi���yitocfy��n,, �x�ecnnyt�o�u/n'� rate compahsmno,exa|uadngnnonth|yrepn�ssubmbtedbm ' -' B.'bmrl-Brggn commercial haulers, and monitoring recent developments in nurowrEmvirovn,cotal collection systems and procurements. 8orricepP0maurf,MuuoQcr sennlnole County,Fl. Procurement ofBmg/ /a6les Processing Services and Re- negotiations KO assisted with an RFP for recydab|es processing that resulted in a contract that has netted the county upto$1OO per ton ofrecydab|es. Project activities included developing the contract and technical specifications for the RFP, providing technical assistance during proposal review,vendor meetings,and contract negotiations. KO subsequently assisted with extending the contract and providing technical assistance during a recyclable materials composition study conducted by the contractor. 7 kema|erspnru]t(ng Inc. Delray Beach Quals 2014 Most recently, KCI assisted the county in negotiating changes to its recyclables processing contract. The processor requested modification of the revenue sharing provisions for recovered fiber. KCI assisted the county with analyzing this request,evaluated alternatives to the market index currently used to calculate fiber revenue,and participated in contract negotiations to help bring about results that were in the county's best interest. Manatee County, Florida �.t= C:71!'':yct: Mike Gar e, i. tURr jiflmrions,_"3,%J.''i`"i''r.. Director, (94.1) 791-8-81= t � Collection Service Procurement and 'Transition � KCI assisted with an RFP for collection of residential solid waste,yard waste, recyclables,and bulk waste,as well as collection of commercial solid waste. Project activities included researching collection rates and contract provisions in other Florida jurisdictions, proposing contract revisions, developing the draft RFP, providing technical assistance to the evaluation committee, and assisting with contract negotiations. KCI also worked with county staff during the transition from one service provider to two. KCI facilitated weekly transition team meetings between county staff and both service providers and tracked compliance with the transition schedule. The goal of the project was to preemptively identify transition issues and develop action plans to prevent their occurrence. The project resulted in one of the lowest residential collection contract rates in the State ($7.45/unit/month)and a seamless service transition. KCI currently is working with county staff as they prepare for expiration of these contracts in 2016 and begin to develop the next procurement strategy. _ 'VU Town of Southwest Ranches, Florida ?Cact: Keith Pr3llZ'-u j', O:':`32i" Tow.,.%�'ttori"ey, (954)71:3-76 'i Fo'd9[I n'K3 7i5: So id Waste Collection Procurement KCI assisted Southwest Ranches with procuring residential and commercial collection services. KCI initially conducted two town meetings to gain input from residents regarding the level of service desired. We then developed an RFP that included options to convert to automated garbage and/or recyclables collection. We also led the pre-proposal meeting, drafted addenda, reviewed proposals, provided technical assistance to the evaluation committee,and assisted with final contract negotiations. The RFP resulted in a 38%decrease in contract rates. 8 kessller consuffing inc, Delray Beach Quals 2014 City 0f Tallahassee, Florida City of Tallahossee oil, Procurernent of Reryclables Processing Services ` KC| assisted the city with an RFP for processing residential ` recyc|ab|ey. Project activities included development oytechnical ^..Cl'' -with Cit.'i/, specifications for the RFP customized to reflect the nature of ^`Daronubxs -osn!!odizsignificant mu6ucoeui_-x,-`7on`�.'mbdwamFo the city's residential recycling program, provision ofpotential auJ oo�ry�.s.l-aa/lthese vendor information, assistance with addenda preparation,and cudearo'zKCl has ovonisitx"'� participation in evaluation committee meetings. The resulting provided purooue|�cdyorvicmu contract has enabled the city to convert to single stream `'iLb'`umatckxdprm{oeinasl recycling and continue to receive substantial revenue for nacyc|ab|en. yormerSVvUjrcctnr C��}'ofT�U�buos�o.fL <of�c�mn�'on�mctNego�o�ons ` / KC| initially assisted the city with developing technical specifications and the contract for an ITB for collection services. At the City Commission's direction, KCI negotiated lower rates than initially bid with the sole bidder by identifying key factors that would enable the vendor to lower the rate. VVe also assisted prior to and during the transition period during which service changed from twice per week backdoor service to once per wee curbside. The transition occurred with minimal complaints from the public. More recently, KCI assisted with negotiating a three-year extension of the collection contract,which resulted in a 15%rate reduction. At the Assistant City Manager's direction, KCI participated in meetings with both city and contractor staff. We also provided technical assistance to the city during a consolidation of services previously provided by both the contractor and the city's collection crews. Leon County, Florida Lb t t Alan R weig, Veputy Co &n Solid Waste Collection Procuoexncnt (io KCI assisted Leon County with procuring residential and commercial collection services. KCI prepared an |TB that included a draft service contract. The |TB requested pricing for three residential service options: 1)subscription-based service throughout the entire service area,2) universal collection throughout the entire service area, and 3) universal collection in the urban service area and subscription-based service in the rural area. After series of public meetings,the county decided to retain subscription-based service, but achieved a 30% reduction in service costs through the |T8process. 9 keamlmrconsu]t/ng inc, Delray Beach qwa|,aoz« LOO Okaloosa County, Florida �+r Co ], cf: JChn Hofstroid, Pubjjc „tlorks().;r,2c.roi (85 0) 1-73. I �' V ti�� A Renegotiation of Collection, Processing and Disposal Contracts KCI first assisted with developing a strategy for obtaining solid waste collection and disposal services when existing - contracts expired. Once a decision was made to F.: .-.s 1. �y in,arc v4iing,nn renegotiate the contracts, KCI assisted with negotiations ai ai-dal and quailiia-U ass�iaC t'nt O: and developed updated and revised contracts to meet the our soli* -."-,i;;rx s, r^: :r. nd cht county's needs and objectives. Renegotiations resulted in se,.•ire rt�i:iir:;:.,eni:<,.recess ii", to '.­_e?� rr...a;:ria_• a 2.5 percent reduction in collection fees,a 5 percent rsrre t,b lily 01 Guir Solid Write Nunn." reduction in transfer/disposal fees, and,for the first time, l:rn,es P.Curry revenue sharing for recyclables. Former Cv��s�t.r.°i{lrrriarlstr�tcr 0kaioosa County,ri, ............................._.....__.......-_.._-, _.......................................... ...... 'r City of Sarasota, Florida i7i7L'G_iF.y,fcL't7 1A,10j;As O.rt'[: o". '1511-5101 f�IT- o F Procurernent of Collectiort, Processing, and Transfer Services Following a comprehensive evaluation of the city's overall solid waste management system to identify opportunities to increase efficiency and cost- effectiveness, KCI assisted with implementing the key - ---- - — " recommendations. The primary task was conducting a procurement process for contracted collection, processing, �.,i.�:r.,s .o:►war ince�:dibl.;� and transfer services. Activities included developing the srarautl.,boclizm:.,f-t;°:_'WaM 1YO'21d; technical specifications for the RFP and contract,assisting �'' `'I''C- -YuL�'"y;� cri;i_ai rol, with the pre-proposal meeting and addenda, reviewing I)Oug Jefkoat proposals and prices,and negotiating the final contract. The Pablk Works Directar RFP resulted in a 26%reduction in annual contract costs, City uf'Sarasot a,FL receipt of recycling revenue by the city, and processing of yard waste instead of the previous contractor's practice of ...........-................. - - ,-- -- --- disposal of yard waste in a Class III landfill. KCI then assisted during the service transition,which included converting from twice per week to once per week collection of solid waste. 10 kessler consulting inc. Delray Beach Quals 2014 Resumes Because of the importance we place on the opportunity to work with r the City of Delray Beach, KCI has assembled a project team with unsurpassed experience and expertise in solid waste service procurements. Senior staff,with a combined 75+years of directly relevant experience,will be responsible for project work. Individual team members have advanced degrees in environmental law, natural resource management,or business. Mitch Kessler, President of KCI,will serve as Project Director. His 29 years of industry experience, combined with legal training, provide unparalleled experience in contract development and negotiations. Mitch has final responsibility for all aspects of project work,and is ultimately accountable for all services provided by our firm. Robin Mitchell, Project Manager and Director of Technical ::r.:h;�n�bra:*f �s�,.•�° r•� Services, has assisted with more than a dozen service .,i,. ca Mich :i.I's•.:oft•:ct6 ts, procurements in the last year. Her 25 years of industry esp--cimlythe+oxtenc o resources experience,and 13 years'of procurement experience enable c to assist Scminnlc her to develop clear and concise procurement documents and `:ou aty iii c,►r cir'bru;." contracts and to provide valuable technical assistance Robert Briggs l-.dental throughout the procurement process. 1'oz me-r Gnv ro Serxe_,C` s R-1 anc-,yti rn; ag,er .ti".r:nrl:•Iol+e C�r:t ity,FI, Don Ross, Director of Operations, has more than 25 years' • experience managing solid waste collection operations for private and public sector organizations. He has managed numerous collection-related projects including automation,single stream recycling implementation, and the integration of advanced technologies in collection. Most recently, Don has assisted with collection service transitions in Hillsborough County and the City of Sarasota. Sarah Sanford, Research Analyst,specializes in strategic planning and service procurements. She has directly contributed to more than 13 procurement processes in the past year alone, including collection --.----.-.....-.---------------------- -------------------- procurements for Leon County,the City of Maitland'the Town r `I have r�gr;::.t►is1 of r�s-►i:�.e fo: of Longboat Key,the City of Key West, and Brevard County. Clio staff of :essl r consaiti..g aria higi►i;r: on;►. nu:lief►tc The expertise of our project team is complemented by KCI's odder;:�ovenarienzl or.r.•ivctt: consultants and research analysts,with extensive research and sector entities s i:vitinl consulting problem solving experience. Utilizing the unique strengths of ovi",rdsc in solid ifaste each team member will allow KCI to bring about the most nianage.nent." Vlktrrut.i N.Smith efficient results for the City. Forau,r Director Uti i}i^s,Solid Waste Pinellas Comity, 1.1 11 kessler consulting inc. 571CJ.it1` 51✓.sY•:M J.".1, Delray Beach Quals 2014 Mitch Kessler President and Project Director f%d�rtrxt7�T dtlr'Uf.;`on Mitch Kessler has 29 years of solid waste experience and has managed or directed more than 200 projects. University of New Hampshire, NH His legal training and broad background in solid waste JD, Environmental Law, 1984 management and business make him a Project Purdue University, IN Director who is an industry leader with the history and MA,American Studies, 1981 experience to deliver results for our clients. BS, Management, 1979 Mitch is a nationally recognized expert in the State University of New York, NY procurement and operations of solid waste collection AAS, Horticulture, 1976 systems and materials recovery programs and facilities,and is especially knowledgeable in collection and market development issues as they relate to the SWANA Certified Recycling Manager economic viability of solid waste and recycling SWANA Certified Composting Systems programs. In recognition of his tireless efforts and the Manager remarkable results thereof, Mitch was awarded SWANA's Professional Achievement Award in 2012. SWANA Certified Instructor for Recycling, Collection and Composting Mitch is currently President of the Florida Sunshine Chapter of the Solid Waste Association of North America (SWANA). He also serves as an instructor for Aff l i(rtions and Leadershil)Rules the Recycling Certification Course sponsored by Solid Waste Association of North SWANA, and is a member of the SWANA committee America (SWANA), Florida Sunshine that developed the Manager of Composting Chapter, Board of Directors (2005- Operations Certification Course. current); current President; Because of Mitch's special knowledge of state and membership#11575 national solid waste management issues, he has held a Recipient of SWANA Professional number of leadership positions in the field. In addition Achievement Award,August 2012 to the affiliations and leadership roles listed in the Recycle Florida Today, Inc. (RFT), Chair sidebar, Mitch served on the Technical Advisory Committee for the development of Florida's (4 years), Board of Directors(8 years) Registration for Recyclers Rule. He also served as a Florida Organics Recyclers Association principal investigator for an FDEP-sponsored food (FORA),founding Chair waste diversion study conducted by the University of National Recycling Coalition (NRC) Florida's Institute of Food and Agricultural Sciences Florida representative for RFT I Center for Biomass Programs and FORA. United States Composting Council 12 kessler consulting inc, Delray Beach 4uals 2014 Mitt* Kessler(cont) As Project Director, Mitch is responsible for project success and client satisfaction. A few of the recent projects that he directed are summarized below. ❑ Solid Waste Management Alternatives, Phase I,Charleston County,SC Mitch designed and managed an independent audit of the county's waste stream and solid waste management operations. The audit included an in-depth analysis of program costs and systems including collection,waste-to-energy and landfill disposal, compost,and MRF operations. Mitch directed research into emerging alternative technologies. Based on audit results, program and system recommendations were developed for an efficient and cost- effective integrated solid waste management program. ❑ Solid Waste Collection and Processing Service Procurements,Hillsborough County, FL Mitch oversaw two procurements for(1)solid waste collection and (2) recyclables processing services. After conferring with county staff to identify areas for improvement in the county's existing collection franchise agreements and evaluating new service level options, Mitch focused development of ITBs around improving efficiency and recycling rates in conjunction with cost reduction. Bids received in response to the county's ITBs resulted in a 34 percent reduction in rates paid by residents for collection service,and over$2.8 million per year in estimated recycling revenue to the county based on five year average commodities prices. Final contracts are estimated to total$600 million over 10 years. ❑ Collection/Processing Evaluation and Procurement,Sarasota,FL Mitch directed an overall system evaluation of the city's internal collection operations and contracted collection, recyclables processing,and transfer services. This led to an RFP for collection, processing and transfer services, as well as converting from twice per week to weekly collection of solid waste. Mitch has received the following industry awards: • Professional Achievement Award,2012,Solid Waste Association of North America • Distinguished Service Award,2008,Solid Waste Association of North America • George Kirkpatrick Lifetime Commitment Award,2006, Recycle Florida Today • Outstanding Contribution Award,2002,Solid Waste Association of North America • Exceptional Leadership Award, 1997, Florida Organics Recyclers Association Prior Employment History • Organics Recycling Incorporated, Chief Operating Officer and Director of Business Development • Resource Integration System,Vice President and Director of Consulting Services • Malcolm Pirnie,Inc.,Waste Reduction and Recycling Specialist 13 kessler consulting inc. Delray Beach Quals 2014 Robin Mitchell Director of Technical Services and Project Manager Robin Mitchell has 25 years'experience in integrated solid waste management,with special expertise in 1 r.!'�ri.crl.Bdacrl[ro►� program evaluations,strategic planning,collection University of Florida, FL and processing procurements, rate analyses,waste MS, Environmental Science, 1988 composition and generation studies,and Kutztown, PA recycling/waste reduction program development and BAS Environmental Science, 1978 implementation. Sir��;�,le�rrer�t�if F,�iuc�!tioli Her combined background in policy development and practical application makes her especially qualified in SWANA Certified Recycling Systems the areas of strategic planning, program evaluation, Manager, 2002 andregulatory compliance. _.................___.___.._......___._._...._____.............._...................... A few of the recent projects Robin has conducted are Affi iatious and Leadership Roles summarized below. Recycle Florida Today, Inc., current ❑ Greening of Florida:A Solid Waste Board member and Communications Management Roadmap,Tallahassee, FL Chair Robin managed this ambitious project to Solid Waste Association of North develop a new"Roadmap"to re-energize the America(SWANA), membership state's waste reduction and recycling efforts. #57756 The resulting document provides a National Recycling Coalition (NRC) comprehensive,forward-thinking, strategic plan aimed at maximizing recycling in the Community Recycling, Inc.,Atlanta, state. GA, Founder and former Board member El Strategic Planning and Service Procurement, Sarasota, FL Robin managed a project that first involved a comprehensive analysis of the city's collection, processing,transfer,and disposal system. Based on recommendations resulting from this analysis, Robin then assisted with a competitive procurement for contracted services that resulted in a 26 percent savings over the previous contract. In addition, city-provided garbage collection converted from twice to once per week. ❑ Strategic Solid Waste Procurements, Durham,NC Robin was KCI's project manager in assisting with a comprehensive evaluation of the city's existing solid waste operations and contracts. Based on initial input from KCI,the city immediately tripled the revenue it receives for recyclable materials. Based on other recommendations provided by KCI,a competitive procurement for services yielded a decrease in transfer/disposal fees, inclusive of construction of a new transfer station,as well as a 50 percent increase in recycling revenue to the city. 14 kessler consulting Inc. Delray Beach Quals 2014 Robin Mitchell (cont) ❑ Leon County Solid Waste Strategic Planning and Procurements Robin initially managed a planning project aimed at maximizing county recycling while ensuring the future economic sustainability of the county's solid waste program. A comprehensive overview of the county's solid waste system indicated modifications to collection, processing and disposal services could provide increased diversion,while helping to ensure the fiscal health of the Solid Waste Enterprise Fund. Robin provided direct assistance to the county with implementation including a competitive procurement for solid waste collection,which achieved a 30 percent reduction in service costs. ❑ Procurement of Solid Waste Collection Services, Brevard County,FL Robin managed a project providing assistance to the county with a Request for Proposals (RFP)for collection service. As a result of KCI's involvement,the county will receive increased revenue for its recyclables. Robin also provided technical assistance to the evaluation committee during the proposal review process. ❑ Procurement of Recyclables Processing Services,Polk County, FL Robin recently managed a project to assist the county with an RFP for processing services. The project resulted in a three-fold increase in the revenue the county will receive for recyclable materials. ❑ Collection Procurement,Southwest Ranches,FL Robin managed a project to assist the town with procuring solid waste collection services. Following public hearings to identify the desired level of service, KCI developed an invitation to bid that included three service options. The process resulted in a 38 percent reduction in service fees. Robin has received the following industry awards: • Recycler of the Year, 2012, Recycle Florida Today • Federal Environmental Executive's "Closing the Circle Award,"1996,for work to enhance government affirmative procurement • U.S. EPA Bronze Medal, 1995,a team award for implementing the "Recycling Means Business" program • U.S. EPA Office of Solid Waste "Team Excellence Award," 1995,for work on the Recycling Market Development Task Force and "Jobs Through Recycling" initiative • U.S.EPA Region 4 Bronze Medal, 1990,a team award for revising and redeveloping the Regional model RCRA permit Prior Employment History • U.S. Environmental Protection Agency, Region 4,Waste Reduction Specialist • Florida Defenders of the Environment, Executive Director 15 kesslerconsulting Inc. Delray Beach Quals 2014 Don Ross Director of Operations Don Ross has more than 25 years of experience managing solid waste collection and transfer Agin rntif Edticration operations for both private and public sector organizations. University of Phoenix,AZ BS, Business Management Prior to joining Kessler, Don was the Solid Waste cttpplenientri1 Educatinn Division Director for the City of Dunedin, Florida where he oversaw the management of municipal SWANA Certified Collection Systems collection operations for the city. Manager Prior to moving to Florida with his family, Don held SWANA Certified Instructor for Recycling a variety of management level positions with and Collection Manager Training private sector waste companies, including 13 years Emergency Management Institute, MD with Waste Management, Inc.,where Don was the FEMA Debris Management Connecticut Market Area Director of Operations. At Waste Management, Don was responsible for 3 .t rlicttrr.�as and Leutietr,rili 1i:31es collection and hauling companies, 3 solid waste f� transfer stations, 150 collection routes, and 250 Solid Waste Association of North America employees at 4 operations serving Southwest (SWANA), Florida Sunshine Chapter, Connecticut where Don had profit and loss Board of Directors(2006-2010), responsibility for$60 million in annual revenues. membership#80177 Several projects Dan has recently conducted are Recipient of Chapter's Distinguished summarized below: Service Award—November 2008 Recycle Florida Today(RFT), Board of ❑ Collection and Processing Contract Options Directors,Vice Chair Analysis,Hillsborough County, FL Don is managed a project to conduct two Pinellas County Board of County bids for collection and processing services. Commissioners Technical Management Project activities included identification of Committee,Vice-Chair(2006-2008) advantages and disadvantages of collection American Public Works Association service options, rate comparisons, evaluating potential service modifications, and multiple Board presentations. Final contract amounts are valued at$600 million over the life of the contract. Additionally, Don is managing the county's implementation of single stream recycling collection,the largest cart-based single stream program conversion of its kind, including the procurement and distribution of 500,000 solid waste and recycling carts. 16 kessler consulting inc.. Delray Beach Quals 2014 JO7z1 ``" ' Dora Ross (runt.) ❑ Solid Waste and Recycling Services Assessment, Deerfield Beach,Florida Don managed a comprehensive assessment and strategic planning initiative for the city of Deerfield Beach. The assessment included a review of all city-provided collection services, development of a strategic plan,and the implementation of improvement recommendations. Following the assessment and plan development, KCI helped implement a full scale carted recycling program utilizing RFID technology to monitor performance and reward residents for their participation, providing ongoing support. ❑ Collection System Analysis,Lakeland, FL Don analyzed the city's existing collection system and prepared recommendations to improve the economic efficiency of various aspects of the system. The analysis included implementation of automated collection, conversion from twice weekly to once weekly collection, changes to alley collection and recycling services, and possible franchising of roll- off collection. As a result,city staff was tasked with implementing once a week automated collection and a variable rate (Pay-As-You-Throw) program. ❑ Single Stream Collection Pilot and Implementation,Charleston County,SC Don designed and implemented a pilot program to evaluate the benefits of single stream recycling,and to determine the best approach for countywide implementation. Using radio frequency identification (RFID)technology, participation rates were documented at nearly 70 percent. In addition, waste diversion increased by over 100 percent. Based on pilot results, Don is now assisting the county with the planning, equipment procurement, and implementation of a cart-based recycling program for 110,000 homes. ❑ Collection Service Procurement and Transition,Manatee County, FL Don assisted with all aspects of implementing a new service contract following an RFP for residential and commercial collection,which included transitioning from one service area to two areas. Project activities included reviewing transition plans,developing a punch-list of activities, and facilitating transition meetings. ❑ Collection, Processing and Transfer Service Transition,Sarasota, FL Don assisted with all aspects of transitioning into a new service provider and new level of service. City-provided residential collection changed from twice to once per week. Project activities included developing and monitoring punch-lists for operational activities and outreach activities,facilitating transition meetings with city crews and the new contractor, reviewing the contractor's operational plans, and providing onsite assistance during the first week of the transition. Prior Employment History • City of Dunedin,Florida,Solid Waste Director • Waste Management, Inc., Market Area Director of Operations—Connecticut 17 kessler consulting inc. Delray Beach Quals 2014 Sarah Sanford Research Analyst Sarah Sanford specializes in strategic planning,service For,tiial Fsducutioii procurements and contracts,and waste flow analysis. Sarah has assisted with 13 procurements in the past University of South Florida year alone. MS, Biological Science, 2011 University of South Florida Sarah has more than 8 years of experience in primary BS, Environmental Science,2007 research, statistical analysis, and data management. Prior to joining KCI,Sarah was a Research Biologist and Yupplernerital Education Graduate Assistant at the University of South Florida. SWANA Certified Recycling Systems Several KCI projects in which she has assisted are Manager summarized below. ❑ Solid Waste Collection Procurement, Maitland,FL Sarah assisted with the development of a collection service bid for the City of Maitland. Through continuing dialogue with city staff,Sarah helped identify the city's primary solid waste concerns and objectives. As a result,the final agreement yielded new program elements for the city including cart-based single stream recycling with revenue to the city for residential recyclable materials,and the use of RFID service verification. ❑ Solid Waste Collection Procurement,Longboat Key, Florida Sarah is currently assisting Longboat Key with an RFP for solid waste collection services. Through extensive dialogue with the town,Sarah developed technical specifications, evaluation criteria,and price proposal forms for the RFP, as well as a draft franchise agreement,and addenda in response to vendors'questions. Upon receipt of submittals, Sarah will assist with the review and analysis of vendor proposals,and provide technical support to the evaluation committee. ❑ Solid Waste Services Procurements, Leon County,FL Sarah is the primary author of a collection services bid that included multiple options for solid waste and recycling program expansion. Sarah provided support with bid evaluation including review of vendor minimum qualifications and extended financial analysis of bid prices. The collection bid resulted in a rate reduction of 30 percent and the implementation of cart-based single stream recycling. ❑ Procurement of Solid Waste Collection Services, Brevard County,FL Sarah provided assistance to the county with review of proposals summited in response to a Request for Proposals (RFP)for residential and commercial solid waste collection services. Residential services included collection of solid waste,yard trash, recyclables,and bulky waste. Her project work included the development of an extended financial analysis of price proposals, and a comparative price analysis with other jurisdictions. Sarah Sanford(cont) 18 kessler consulting inc. naative*, .bt�sc`.`—, Delray Beach Quals 2014 ❑ Strategic Solid Waste Procurements, Durham,NC Sarah assisted with a competitive procurement initiated as a result of a comprehensive evaluation of the city's existing solid waste contracts performed by KCI. Based on initial input from KCI,the city immediately tripled revenue it receives for recyclable materials. ❑ Recyclables Processing Procurements,Tallahassee, FL Sarah provided assistance to the city during the development of an RFP for processing residential recyclables customized to the city's residential recycling program.She also developed and compiled potential vendor information, and provided assistance with addenda preparation. The resulting contract has enabled the city to convert to single stream recycling and continue to receive substantial revenue for recyclables. ❑ Recyclables Processing Procurement,Sarasota County,FL Sarah was the primary author of a competitive procurement for recyclables processing services developed specifically for the county's unique recycling program, including operation of a county-owned transfer station. Project activities included preparing technical specifications for the ITB,assistance with the pre-bid conference and bid review, and provision of technical assistance during negotiations. The county received three competitive bids,and selected the incumbent service provider for contract award, based on an estimated 30%increase in revenue. The county's contract also includes pricing for single stream materials,should the county choose to implement single stream collection of recyclables. ❑ Recyclables Processing Procurement,Largo, FL Sarah is currently assisting the city of Largo with procuring recyclable materials processing services,the most recent in a series of tasks though which KCI is assisting the city with its transition to a city-wide single stream recycling program. Sarah facilitated the development of an ITB designed to meet the city's objective of maximizing residential and commercial recyclable materials recovery sales within a reasonable range of delivery. The city received multiple competitive bids with pricing for residential and commercial recyclable materials, with an estimated$233,000 in total annual revenue. Prior Employment History • University of South Florida Botanical Gardens,Graduate Assistant • University of South Florida Department of Geology, Research Analyst 19 kessler consulting inc, Delray Beach Quals 2014 KCI .References Provided below are several client references for whom Kessler Consulting currently is, or has conducted solid waste collection or procurement services. We firmly believe that what our clients say is what really matters, so we encourage you to contact any of the contacts provided below. Provided with this summary of qualifications are reference letters from several of our clients, as well as our two most recent company newsletters. (Ity of Deerfield beach,'Florida tCAY.0.wart ota,Florida Chad Grecsek,Asst Director Environmental Svs (954)420-5562 Doug Jeffcoat, Director,Solid Waste Division (941)329-6101 cgrecsek @deerfield-beach.com douglas.ieffcoat @sarasotagov.com ii.ty of Fort Lauderdale,Florida s�ity.ti'F ilcriice,Florida Melissa Doyle,Solid Waste Coordinator(954)828-6111 John Veneziano,Public Works Director,(941)486-2422 mdoyle @fortlauderdale.gov ieneziano@venicegov.com City of Hallandale 8 . . s, ':r.; t Hi ISW �+,,h't e::?y,i•4s,,"'- John Chidsey, Public Works Director (954)457-1300 Kim Byer,Solid Waste Manager,(813)272-5977 ichidsev @hallandalebeachfl.gov bverK @hillsboroughcountv.org [amity^if,Hol.,Ywaod,Florida indian Fiver County,Florida Sylvia Glazer,Director of Public Works,(954)967-4526 Himanshu Mehta,SWDD Director,(772)770-5112 sglazer @hollvwoodfl.org Hmehta @ircgov.com City of Indian Rzt—c Cs fie.,ich,Florid a Lean A.zaintl,Fbiwid a Dean Scharmen,Public Services Director (727)595-6889 Maggie Theriot, Dir.Resource Stewardship,(850)606-5380 dscharmen @irbcity.com mtheriot @leoncountvfl.gov City a'f Kiss'Immee,Florida Okaloosa i;'owrity,Florida Dave Derrick,Public Works Director,(407)518-2173 John Hofstad,Public Works Director,(850)651-7394 ciderrick@kissimmee.org jhofstad @co.okaloosa.fl.us City of U-ake M;aq,Florida Man;ite;[:si:�nfy, Florida Jackie Sova,City Manager,(407)585-1419 Mike Gore,Utility Department Director,(941)792-8811 isova @lakemarvfl.com Mike.gore @mvmanatee.org ..iffy of Ea,k 1is?:?!S,i ;,rid a . . .,t 9.1 Ji?rty, Rick Lilyquist, Public Works Director (863)834-6040 Gary Bennett,General Manager (941)650-2079 rick.lilyouist @lakelandgov.net gbennett@scgov.net City of 10a;*ianSO,d''ionda T'{,]wr uf'810ic:a;I',F'Ivrld a Sharon Anslemo,Asst City Manager(407)539-6221 J.P.Murphy,Assistant Town Manager,(727)588-3769 sanselmo @itsmvmaitland.com imurphy @townofbelleair.net iriibY of 13 ak!arid f'i4f M,Monde '•4JW.'!of L.ongboa:t Key,Florida Ken Resor,Asst Public Works Director,(954)630-4458 Juan Florensa, Director of Public Works,(941)316-1958 kennethr @oaklandparkfl.org ilorensa@longboatkev.org Cin ni'F ompa-i:u 8e,ar'h,Florida iwwn cf•5jD,j PwerA Haiti:;,,s,FL Russ Ketchem,Solid Waste Manager,(954)7011 Keith Poliakoff, Former Town Attorney, (954)713-7544 Russell.ketchem @coobfl.com kpoliakoff @arnstein.com 20 kessler consulting Inc. iorc�a[�rc,n.�gn so�:�ennns Delray Beach Quals 2014 Client Feedback KCI is known for our ability to think strategically and to develop practical solutions to critical solid waste issues. Our clients are the best demonstration of the quality and value of our services. In a recent, anonymous survey, Kessler Consulting requested our clients to rate our knowledge and skills and the client services we provide, using the following descriptions: Excellent, Very Good, Good, Fair, or Poor. The tables below summarize the results of this survey. As you will see, 100 percent of our clients rated our knowledge and skills and client services as either Excellent or Very Good. hnn►►•Ied-c.lncl Skills of KCI! tit;l ff Excellent Very Good Good Fair Poor Knowledge of the Solid Waste Industry: 940)b (30) 6% (2) I 0% (0) 0% (0) 00/0 (0) r - - -- - - J -- - - — Problem solving capabilities: 1 69% (22) 31%(10) f 0% (0) 0% (0) ( 0% (0)� Presentation skills: — 71% (22) 29% (9) 0% (0) 0% (0)0% (0) Clarity and Conciseness of Deliverables: 69% (22) 31%(10) 0% (0) 0% (0) ( 0% (0) i Project Managers'skills and performance: � 84% (27) 16% (5) I 0% (0) I 0% (0) 0% (0) Client, Services � Excellent Very Good Good Fair Poor Ability to listen and understand objectives: 62% (20) 1 38%(12) 0% (0) i 0% (0) 0% (0) Responsiveness to our clients: — 78% (25) 22%(7) I 0% (0) 0% (0) 0% (0) Professionalism of your KCI Project Team: 88%(28) 12%(,4,, 0% (0)0% (0) 0% (0) fff.-•.._.._.........._._._.__........................._...._ _...._.___.__...-.._.___ _..-............•-_._--_._._.__.___ ._._'.______. _.•_._._..._. _-.__._._. _.........__._. . _-•_._..._......_.i Integrity of KCI's staff: 88%(28) 12%(4) 0% (0) 0% (0) + 0% (0) Overall opinion of KCI's client service: 81%(26) 1 199/b(6) f 09% (0) 0% (0) ! 0% (0) 21 kes•sler consulting inc. Delray Beach Quals 2014 I low ENTIRONAIEN TAL SM DEPARTMENT Dear Sir or Madam The Secvinole County EEnvim-nn-lental Semp'CeS Clepartt-nei)t OIMSior! of Sofid WasLe h-n 5 rad Kessler Consuning'. inc. (KC;h pfrTq:lrml;rlg sarVIC'es over Uhle-- past, %,Nlork ha,:; been z.oncentat d in the areas of perform ance of our Snrdl Miter Rewvery Facility (ShIRF.). and mos', re-centiv sup-proft for contn3ct hziuier collection ra. , nec, .5ve beer extrernely plk-waseUl wth KO's work Offoxts, uaspeciaTy th;: -3XIST11 of Go" ty in. c�u, efforts. KC! w1sc! rcncs -wa-3'a-As- 110 assi!316- the Set-ninole n conn-prised of highly de&aa!ed professionals, with ihie w-iiiincon 11 gmr?,is and dedication to i'n',-met cur goals in spit-.-- :-j" narrow finie constra,in-Is. C',u r, i L-1(te; , 5 'V I -- - : Nere ccompleted in Une short t irno, of leni JTc!,,p% Tha'J, d g 9 1,-)IF e tC, I'Ns cruject industry, "'I"enerrAl E.; ItS WaS eSS" in,th e We have enjoyed workir.r.; ;�,;Jflh flhiz team over -".he ixict an-id have renewed co"IN(ract. knr the jup:-,, ,:,M V5,41, a3 we:!. if V;%l are. Interesteid in allsc.--ussing cA their pef please feel frea 'Ll'aHl ime at i'41IT! With hest m,,gards, 4L2-' ', Rober-AA• BI-iggS, Jr. R K 13JI r.,b r to 5011 M,V4 T LAKE MARI BLVD SANE'OU)I 1 3 FAX 1407 665-1011) �& DEPARTMENT OF PUBLIC WORKS ENVIRONMENTAL SERVICES 401 S.W.4th Street City "f Deerfield Beach.Florida 33441 P IE IX IF I r. L D Telephone:(954)480-4391 C A 4 1.0 Fax:(954)480-4393 May 23,2012 Kessler Consulting 14620 N Nebraska Avenue Building B Tampa, FL 33613 To Whom It May Concern: RE: Kessler Consulting Kessler Consulting, Inc.was awarded a contract with the City of Deerfield Beach in 2011 via a request for qualifications to provide the City with solid waste and recycling consulting services. The Kessler Team,led by Don Ross worked with City staff to assess existing operations,establish baseline conditions, and compare performance vs.industry standards and other similar sized operations as well as to provide recommendations and a path for improvement through the development of a comprehensive operational plan. Kessler staff continues to augment City staff by providing their niche and specialty expertise in the solid waste and recycling field as needed through the implementation of several aspects of the operational plan. Throughout the entire process,the Kessler team maintained flexibility and professionalism even when the direction and needs of the City changed. During these transitional periods,Kessler continued to ensure maximum value was delivered to the City through their services. Staff intends to request an extension of the original contract term in the near future so that the Kessler consulting team can continue to provide the City with turnkey solid waste and recycling consulting services on an as needed basis. Should you need additional information regarding the services provided to the City by Kessler consulting,please do not hesitate to contact me at c ecsek(i,deerfield-beach.com. Since' rely, f Chad 7selk Assistant Director of Environmental Services 0 Re nrlyd Paper s NLOQ, � . County Administrator's Office eOIJHA State of Florida February 2,2011 Mitch Kessler Kessler Consulting 14620 N.Nebraska Avenue Bldg,D Tampa,FL 33613 Dear Mr.Kessler: Please accept our gratitude for the effort put forth by you and your staff over the past year.Your service was invaluable in helping secure solid waste collection and disposal services for the citizens of Okaloosa County.As you are aware,the county's two solid waste contracts were set to expire in early 2011.The addition of your team was key in providing an impartial and qualified assessment of our solid waste program and the service requirements necessary to ensure the long- term financial stability of our Solid Waste Fund.The technical skill and professionalism shown by you,Robin Mitchell,and others on your staff,proved invaluable throughout this lengthy process. With our new solid wash contracts in place,we've ensured that the county's solid waste customers will continue to enjoy the excellent level of service that they deserve and demand. Your leadership through this process played an integral part in securing several important contractual elements as we enter the new contract term. These include: Reduced collection rates for our solid waste customers Reduced disposal rates Revenue-generating"floor rates"for recyclable materials Enhanced recycling initiatives for our franchise customers a Enhanced curbside bulk pickup and yard waste service Combined,these contract terms represent an incre;'we ir, the lcrel of service for our customers at a reduced cost,while generating additional revenue for our enterprise fund for such worthwhile programs as landfill closure and long-term remediation. Again,thank you for the valuable service provided by Kessler Consulting and the positive impact your efforts had on the citizens of Okaloosa County. Should the opportunity ever arise,Okaloosa County would look forward to working with you and your group of professional consultants. SIncerely, �i �, C, James D. Curry County Administrator .� Okaloosa County Administration Building 1804 Lewis Turner Blvd.,Suite 400 Fort Walton Beach,FL 32547 1850)651-7515-FAX:(850)651-7551 e-mail:jeurryfto.okaloosalLus LiJ C L 1'elephone:843.958.4010 1' Facsimile:543.958.4017 jdawson akharlesioncounly.01-8 l.annie ilanrilton Ill,Public Services Building JOSEPH DAWSON,I11 CHARLESTON 4045 Bridge View Drive COUNTY ATTORNEY COUNTY NoIKh Charleston;South Carolina 29405-7464 SOUTH CAROLINA March 1,2010 Mitch Kessler Kessler Consulting,Inc 14620 N. Nebraska Ave. Bldg. D Tampa FL 33613 Re: Metter of Recommendation Dear Mitch: I write this letter to recommend the services of Kessler Consulting Inc., to potential clients. Charleston County hired Kessler Consulting Inc., ("KCI") in October of 2008 to perform a comprehensive analysis of its solid waste program with the goal of increasing the County's recycling rate and to establish the premier solid waste program in the Southeast. KCI has been meticulous and insightful in identifying the strengths and weaknesses of the County's program. To that end, the County chose to further its relationship with KCI by tasking it with developing a strategic plan to create and assist the County with implementing an innovative,cutting-edge solid waste program for the County. KCI has performed most of this work under my direct supervision. KCI's focus at the County is aimed at.maximizing recycling and minimizing the need for the kuidfill as the primary disposal option. KCI successfully recommended innovative approaches for system- wide changes to the County's solid waste program that immediately increased operational efficiencies and resulted in significant cost savings to the County. KCI has been invaluable in assisting my office with reviewing and negotiating contract terms and provisions with prospective vendors that have limited the County's liability and created efficient public/private partnerships within our community. KCI is a. premier solid waste consulting firm. I find KCI's work to be superior, timely, and extremely thorough. The KCI staff is professional, knowledgeable, efficient, and KCI has demonstrated a dedication to helping Charleston County beyond a consultant/client relationship. I am particularly impressed with KCI's ability to communicate complex ideas and concepts simply and plainly. KCI has done a great job communicating with all levels of local government to include the media and the public. Based upon KCI's standards of excellence,I would highly recommend your company to any organization looking to redesign or enhance its solid waste program. Sincerely, .. N" Jo eph Dawson,III Charleston County Attorney an=uclrarlcscaicaun rp.or;; �, t a.f 15V Bay?aim Boule ara Indiar Rocks Beach, Pcrida 3:1785 .Corr; City G.erA Put;' Sorlte B•iilliny P'arnrg 'Zc^irry (72?'595-7u17 (7?:)51792C,4 :7211595.q80 (7?'� } _l.�4 �7?7}Sf�C4.94 "+tom c7J.".'6_--45 7(Fax) (727)595-A-t7 r,raK (727)59'F 37;Fa.i (7;7 E_ 5S"Fax) (727)59-4.53(F.'- July 29,2010 To Whom It May Concern: RE: KESSLER CONSULTING,INCORPORATED This letter is being written on behalf of Kessler Consulting, Incorporated. The City of Indian Rocks Beach recently had the firm of Kessler Consulting, Incorporated perform a Solid Waste Collection System Analysis. Within the scope of the contractual requirements, Kessler Consulting, Incorporated was tasked with providing consulting services that included but were not limited to: Ordinance review, service levels, service locations, standardization of containers, fleet replacement schedules, equipment maintenance, health, safety and risk management, operating budgets, application of new technology, intergovernmental coordination of services, staffing levels and long term planning. Kessler Consulting, Incorporated provided exceptional service and industry specific knowledge for the aforementioned contract with the project being completed in a timely manner and within budget. This office attributes the high level of professionalism and quality workmanship to personal involvement and work ethic standards. In closing, it is a pleasure to work with consultant of this caliber and the City of Indian Rocks Beach envisions a continuation of such a fine working relationship. Should you have any questions or require further comment, please feel free to contact me. Ally, N ROCKS BCACH charmen Public Services Director cc: Calvin Warren.Community Services Supervisor Pile 7� 11 .-ANATEE COUNTY April 14, 2008 Mr. Mitch Kessler Kessler Consulting, Inc. 14620 N.Nebraska Ave., Bldg. D Tampa,FL 33613 Dear Mr. Kessler: Please accept our sincere thanks for the tremendous effort that you and your staff put into the Manatee County solid waste hauler contract negotiations. The insight and experience that you brought to this process was invaluable. Equally important was your professionalism. You successfully developed the synergy necessary to complete this project on time and with an outcome that exceeded our expectations. The results of this negotiation process speak for themselves. The waste hauler contracts will provide Manatee County with reliable service at a much lower cost than could have been achieved without your efforts. On behalf of our citizens and solid waste customers, please accept our sincere thanks. We look forward to working with you in the future. Sincerely, Ed Hunzeker County Administrator Copy to Board of County Commissioners Dan Gray, Director,Utilities Department County Administrator's Office Mailing Address: P.O.BOX 1000.Bradenton,FL 34206-1000 Street Address: 1112 Manatee Ave W..Bradenton,FL 34205 PHONE: 941.745,3717 FAX: 941.745.3790 wwt%•.nn,nwnaiee.org AMY STEIN * GWENDOLYN BROWN , JANE VON HAHAIANN ' RON GETMAN DONNA HAYE.S ` CAROL WHITMORE JOE MCCLASH District 1 District 2 Distrivr 3 District 4 District 5 Distirict 6 Disiric•t 7 Kessler Consulting, Inc.. 2014 RATES Labor: KCI typically works on a time-and-materials basis to deliver the greatest value to our clients. Based on our competitive rates and our staff's senior level expertise, the KCI Team provides the greatest value for your investment. The rates provided include all overhead and direct and indirect costs. All expenses (travel, copies, postage, etc.) will be invoiced at cost without markup. KCI invoices monthly for work completed, and payment is due upon receipt of the invoice. POSITION RATE Project Director/Principal $140-$185/hour Project Manager $125-$140/hour Senior Consultant $100-$125/hour Consultant $80-$100/hour Research Analyst $60-$80/hour Administrative/Technical Support $35-$60/hour Expenses: All expenses (travel, copies, postage, telephone, etc.) will be billed to the client at cost without markup as per Sections 112.061 (7) and (8), of Florida Statutes. mktg\proposal mat'Arate schedule12014 Rate Schedule-Range Kessler Consulting,Inc. consulting kessler i innovative waste solutionS • . . r - f Aphi 2014 Volume 14ftsue 48 insideS . . - � -■ • _ r - - •a- ar a Peter Engel,who` as previously been with KCI for more Client Updates than ten years,will be rejoining us and opening our new office. Peter brings more than 25 years of solid waste consulting to KCI and is familiar with many of our clients. Mitch Kesslet is'delighted about Peter's return to the KCI family and the expanded services we can offer rn the Northeast." In addition to the Portland area office. Peter will be NewAssignmerts involved with a number of KCI's existing clients. Peter's Briefs News skills and experience cover a broad range of technical KCI • . . and analytical disciplines, including procurements and contracting, financial analyses, collection time and motion studies, market surveys, demandisupply projections for recycled materials, and process design and equipment specifications for recycling and composting facilities. Consultant of'L"he Year In addition, he is adept at utilizing GIS,database, and spreadsheet software to model. evaluate, and forecast integrated waste management systems- Peter received his master's degree in Resource Management and Administration from Antioch University. innovative waste soltitions He has been involved in waste since his college days 14620 N.Nebraska Ave when he ran a campus recycling program, and his work in Building 0 organic farming led to a passion for composting. He and Tampa.F-1-336 13 his partner Lyra reside in Freeport Maine and have three Telapnone(813)971-8333 grown daughters wdh whom they spend many happy weekends. His other interests include home brewing. Fax(813)971-8582 playing guitar and hammered dulcimer, creative nutritious cooking, and experiencing the diversity of world-culture and nature. Permission is grantee ir,reprint any.. in whole aa in par[. 'oil PrinLm on 110/6 recycled paper AAA C lm ient bpdates Alabama, Ohio, and Missouri City of Boulder KCI is assisting clients in KCI provided the KCI also Ohio.and Miss•mm with CC with its final report of the zero completed a Y that was waste evaluation stud collection equipment pilot testing, I transfer station feasibilii stud specifications, and s=election. All conducted. The study evalu ates Y Y solid waste is local and therefore the efficacy of the existing waste nor the . it's important that proper testing and diversion system and identifies ;sonvi Ile. verification is conducted to insure suture alternatives for achieving the The study the best equipment is chosen for City's zero waste goals over a 1 evaluates the your job. year planning period. feasibility of one or two transfer stations to serve the City, its Ifranchised haulers, and the beach communities. City of Deerfield Beach KCI completed an audit of carted commercial and multi-family recycling accounts for the Hillsborough and The audits Surnter Counties provided a snapshot of today's recycling program characteristics, KCl is currently assisting and will allow the City to correctly ijosoorough and Sumter bill for the services it provides. nunti.es in the compilation KCI also trained City personnel to and annual reporting of waste conduct similar audits internally on generation and diversion data as Chatham unty an ongoing basis. required by the Florida DEP. Co L 4C on Jo Ty )N(',-KCl completed a composition study of wastes collected at the County's 14 convenience centers. The study included hand-sorting mat=erials � o of Longboat from garbage compactors as well as visual audits of bulky waste roll- !(CI is assisting „ t offs. The study revealed substantial the Town of opportunities to increasa waste diversion—about 40%of with p r rocua ring garbage . o Key consisted of materials currently residential and �r recycled in the County. 01 w..+* commercial waste collection services.The City of . RFP included service options such as once versus twice KCI is currently + 1 per week garbage pickup, completing a project 21' iF and single versus dual stream to assist the City recycling. -.r•;; with a transfer station feasibility plan. As the City projects Ifor future population and business growth, KCI is helping to establish new parameters to accurately Iprepare for its future waste transfer needs. 2 j April 2014 New i Assignments and About The City r4 St. Cloud has asked KCI to perforri an ;; ,r.n(j the analysis of t!ie City's so!id waste and recycling transfer S'a:r ; R,l;:� y,,,=I ; St,.r.m.-VI and processing serAcas. Tile swdy w!i help the City Ch;-.t-:n;;N i and also With its future.tanning strategies. n:.��. r._-. ;::e .• :;ng Lessiuns. N?.;;,1 ;..cr ere-lor for a •k. .+�-•.. '.� The City of 5tiiart eel st,�d! waste :y"r f`!+.:;'S i:�'•on :-tolle tions ntj :its': CI to_nerforn a characieriza4tJorstudy. k!`�vr i^:,i 3rt'li? l.i?G' +`�J3t.01..i£s:'j '.��i•' �:+:i:. 2i,.':_� .`1•j�_..:f;� >>,n� .,tai �� ;:�i�.'E:°y The requested KCI to assist with research `!� ' ;r+ r cr�r' �:'rr in Burkett regarding Class I;•.'disposal serAces. On an unrelated Collectiol project, KCI is also part of a team assisting the City with %Y'� �•r: :u;?!i to Aud;t." a fleet managemeni study as.1 relates to the City's Solid n�+r•r:ssr�wr. Waste Cepar mini. s . `:� ;; .:. _..::rL ..;...;? ,r asked Jay Hillsborough Coats, has as!•,ed that KC'-continue to assist the County w h additional project manugernert Manage rr)�,-rt. and technical assistance by providing ongoing system- wide program management as a result of the new 10- 'V'!'t: du};: '':= °.V :u year coiiacticn and;processing contracts. T.allah 3ss:ar==, P.,rV =' 'KCI is part of a project team that is assisting A&M University with rec}losing program improvements. Dar, s ,w ;;.--C � c Ros war!��s.;:,.. ,; ...,,,,;' lirlq F 1undtal,!a+ 1ji KCI is part of a project team assisting the as* E =.. Emirate with assessing its current so!id waste Burke 5:'.°??.; 1$.'::' .�a'oosa1 managarnent system. As part of P.13- se 1, KCl is assisting with the design of a countrywide diversion$irCategy t0 �'``''r�'r`'"•� ��`'� :� u+'!*y-r! r�t+r '. o als")`:V.-1+. y^ f-!}-,F. ^>apf) er1,dV 3+J'ry achieve a naticn�.+i goat of 38/�diversion from lardfiiling. To assist the client in modernizing the solid waste syelern E%- &r;t :into: stands d; 'r the project team is developing recommendations that will -e include state of the art materials processing infi-astruclure for recycling and organics,poNcy development, National comprehensive education and outreach,and a modern Waste&Recycling coilleaion system.KC!is expected to also assist with Association program irnplementaticiri in Phase il. NeWS Briefs w4 Mary Yewrgan, rDEP's Southwest District Director, .; present-KC!with the Rec fc!ing +� ' Recognition Program Honor for our outstanding recycling efforts, We recycled more than 36%of ' our solid waste through waste reduction, reuse, recycling, and r composting. KL!believes,hat it is important to'walk the talk" wFer.it comes to v.-as' reduction The West Coast Branch of the American 7 and recycling and practice what Public Works Association presented we preach. ;;illsborough County with the Project of trio Year award on which KCI was the consultant. 31 April 2014 KCI is Selected as Consultant of the Year YY _ We are the proud recipient of the Consultant of the Year award. The American Public Works Association (APWA) West Coast Branch presented us with this special honor reserved for the elite of Public Works Professionals, Projects, and Vendors. The City of Indian Rocks Beach Public Services/Solid Waste Department nominated KCI for this distinct award. They said that"what sets KCI apart from other consultants is that they focus solely on solid waste management systems and issues. By positioning solid waste as their sole niche specialty, KCI has grown to become the authority for these issues in Florida and beyond." KCI's team is known by their public and private clients to be "seasoned industry veterans and experienced (Mitch Kessler,KC!'s President receiving the award from waste professionals . . . known throughout the Southeast for BrandiAllegood,APWA West Coast Branch Chair) their integrity, innovation, and attention to detail. ke_s ler c.ansulting inc. C2 14620 N.Nebraska Ave.,Bldg.D Tampa,FL 33613 1988 - 2015 25 1 i`vou a.4iz i0 Ixcx%w;th:s new3leve .,ectr^jrir:aiilp pleave:•mail us'it Wrth4,("r1eire o nipan r name eria(+nail-icry-is a;o Yui':I:?GPt ve t.ie i-exi ed-I'm of I irr w3iave tiny s`a#octrW im-Ay. ■ ■ F:.essfer consulting Inc. innovative innovative waste solutions a newsletter for clients and friends of kessler consulting inc. December 2013 Volume 1411'ssue 47 The Net 25 Years of Innovative Waste Solutions inside . . d _. 'Ale started 2013 with a look back at our first 25 years and with gratitude tc our clients for the opportunih, to provide them with innovative solutions Client Updates KCI Gut and About o their solid waste challenges. As 2013 comes to a close, to have developed Florida's KCI is committed to making we'd like to share our vision roadmap to achieving the collection safer, more pro- and our promise for the next state's aggressive 75 percent ductive, and more efficient 25 years. recycling goal. by applying our knowledge of new technologies such News iBnefs The public increasingly To meet these challenges, as automated collection New Assignments expresses a desire to live we will continue to identify, systems, RFID technology, The Next 25 Years (Cont! green,and as public aware- explore, and promote the use and clean burning CNG and ness of climate change and of cutting edge technology. hybrid vehicles. its causes and effects grows, KCI will maintain our position our industry will be expected in the forefront of change to Today, KCI clients such to contribute to potential ensure our clients benefit as Charleston County, SC, solutions. The now familiar from the latest technological are regularly recognized as Happy Holidays mantra, "closing the loop"will advances. For example, having the most advanced evolve to include the broader today we are part of a solid waste management concept of sustainable solid project team developing a programs. By improving waste management. Already, mixed waste processing operations and applying new Kessler Consulting.inc. KCI has worked with Key facility capable of processing technologies,the County has innovative waste solutions West in developing Florida's 225,000 tons annually with doubled its recycling rate first zero waste program, and an 85 percent diversion goal. while reducing its solid waste 14620 N.Neoraska Ave currently is working with the When open in 2014, this management budget by a Building D City of Boulder, CO on its facility will be the first of its third. Our clients can count Tampa.FL 33613 zero waste initiative. kind east of the Mississippi on us to keep them at the Telephone f813)071-8333 River. The operation will industry forefront and help Pax(81 3)971-8583 We anticipate that include organics processing maximize their results. communities will continue using anaerobic digestion to www.kesconsLlx com to experience increasing produce green CNG,which Technological advances pressure to conserve landfill will then be used to fuel the carry implications for Permission is grdniea io iepnnt space by seeking new and collection fleet. programming as well. Just any portion of this newsiatter enhanced alternatives to as the Internet brought a m,whole or in part disposal. State and local We will continue to new avenue to communicate Printed an 80%recycled paper governments will continue to advance the science of with the public,the growth of push boundaries, enacting collection through both social media will require new more stringent laws and our contracting efforts and approaches to keep custom- setting ever higher targets operational support for our ers connected, informed, and for recovery. KCI is proud client-operated programs. engaged. Continued on page 3 C I e n t Updates City of Boulder ■■ Pinellas KCI's project team is working with As part of the City of Largo's KCI assisted Pinellas County with the C:it�, :A H:.:= di evaluating transition to single stream improving their Cutting Waste at the progress of its zero waste recycling, KCI assisted the Work(CWW)program, designed program.We are also developing city with a bid for recyclables to assist local businesses with and analyzing potential future processing.The city intends to implementing a waste reduction initiatives to further assist the city in award contracts to two vendors, and recycling program. KCI achieving its zero waste objective. which offered revenue of benchmarked the effectiveness of approximately$35/ton for single CWW program tools and provided City of Deerfield Beach stream recyclables and$100/ recommendations to increase ton for commercial cardboard in business participation.A staff Waste The City of Deerfield B;,. has today's marketplace. The city Assessment training program was been recognized by the Broward expects to increase both tonnage also created. League of Cities for best eco- and revenue as a result of the friendly and sustainable initiative transition to single stream. Sarasota County with their"All In"recycling program. KCI assisted with the design, City of Tallahassee - C o:t+,: executed a procurement, and implementation of recyclables processing agreement the city's recycling program. The as the result of a successful 1713 lai,assee engaged KCI to perform waste process with help from KCI. The City of reduction training events for key new contract results in about a employees as a part of the City's 30% increase in revenue, yielding With KCI's assistance, the Stan`.Thinking About Reducing, an estimated$1 M to the county successfully Reusing, and Recycling annually for residential recyclables, completed an RFP process for (STARS)program. Workshop transfer/disposal and recyclables participants received resource Town of Belleau processing. The final contract materials containing strategies negotiations resulted in a for implementing the city's Waste KCI recently assisted the Town decrease in transfer/disposal fees, Reduction Policy. o' BeJleuir with an assessment inclusive of construction of a new of its collection operations, city transfer station. The final including recommended areas processing contract negotiations Hillsborough County for improvement. The goal of resulted in approximately a 50 the project was to create a more percent increase in recycling KCI performed an operational modern collection configuration revenue to the city. analysis of -: ,uorough Cour*,,, while continuing to provide high- transfer station operations network. quality service to residents. The City of Indian Rocks The analysis included physical study revealed that automated audits at three separate sites to collection would be a perfect fit for KCI assisted the City of India. assess inbound and outbound the seaside community, and could Rocks Beach with outreach and transfer operations, disposal, and provide more than$100,000 in education for its new cart-based network integration. annual operational savings. collection system and with cart implementation guidance. For the - city's 2,300 curbside dwellings. KCI successfully coordinated the Out ! 1 f assembly and distribution process° in less than one week. At-:'he United States Cori•-uence a Mayors flurticipal 'Msta lVlarEa erg^ ;EtAsSar:atien Fal;Summit held In Indian River County Tampa, ... ..,. ., .. r,pe;;ed the s,nnterenc;a V4•rti', his `Charting a Path io Susta;nabriity in the 21st r:sentury. KCI conducted a composition study nreseotalion. At the same coweilence. Don floss of recyclable materials collected �� cresented "Infinitus R,�nexabla Energy Park.' in t River County and processed by ReCvrnrnur,i,y. The I Miriam Zirnrns was :ntervrY we, ., and provided technical results will be used to adjust the uppoii in a racer►2 3mcly'3 Ways to Improve Your recycling revenue formula in the Waste Uiv.srsl`in the 3uilr•'.ngs publication hltp.,7 processing contract Juviw f•uililnc�s,orr�rzrtitie-dstaiis/a trc Sidi IGc6itltlQf3- w�ys-to-;�Yrpr,vc�=;.oUr=�uas -divarsicin asax 2 1 December 2013 s New t News Briefs Assignments Our hearts go out to who lost his KCI is part of a team selected by Alachua father, Joseph Ross, on Y to assist with its public education November 12th. We all campaign to increase waste reduction and know how proud he was of recycling participation. Don's accomplishments. Our thoughts are with Don The r•f Jz vPti i,vill­ has contracted with and his family at this time. KCI to conduct a transfer station feasibility nrr, R o s= was elected study. •<-� WASTEC / to the Waste Equipment Technology Association's The City of Lake Mary selected KCI to assist Board of Governors. with an RFP process for solid waste collection 40 services,which will include working with city staff to discuss industry trends and identify any A Message desired changes in the new contract. The .f 5arasnt requested that KCI From Miriam conduct a transfer station needs assessment, s;11an 0, XP OW OW as well as assist with evaluating a conversion Ai ant G areas?cancer to single stream recycling collection and sorwovor in June 20 I , i bvas processing. d*oricseu wit' a i✓rand new V)rice: We were 31—**Pd ` KCI was awarded a contract to conduct a soc.;,t'arined tc saw th!3 r solid waste utility rate study for the least In Septernber, do wrs Wilmington, NC. re roved,and pert vi 1'iY flcl me end replaced C11:01.on nrunty. No- selected KCI to conduct rnl: left.hip After rnree weaks of rehab,hlm o a waste characterization study of materials in � o-stcrl, i:a :�1,rsntlnuing rehab at home It's U collected at the county's twelve collection a long recove.y period, bi-i I iocP.fanriary to centers. belay back.at%vcrk and seeing you ail in 20,i4 Ac=arctir„:c th surW.;ns, i am a urad c ouldn t heir?dcoroa it wlthuct all of ih9 suppoii The Eineraid Cu.: _tilit,es Author+ has e:td prayer frig?:myfarvy,fneri7 . W � asked KCI to provide technical assistance in c:,.iir"_aphis. Uf.:s good "hank ycu' es+ the design and implementation of a biosolids composting facility. Manatee County enlisted KCI to assist www kesconsult com with initial planning prior to expiration of KCI is pleased to announce the launch of our its residential and commercial solid waste new website,designed with a fresh new look collection franchises. and user-friendly navigation, updated w i` *-e latest information about our services '.Pie hope that you will enjoy browsing,our new site Continued from front The Next 25 Fears of innovative Waste Solutions Amidst these technological Regardless of what changes We want to again express changes, we will increasingly the future holds,we guarantee our gratitude to our clients for recognize the importance of that KCI's dedication to our clients our first 25 years. The next 25 25 public/private partnerships in will not change. We commit to years are sure to bring exciting achieving society's solid waste never missing a deliverable, nor new challenges and ever-higher EXCELLENC management goals. KCI failing to produce results that levels of achievement for us all. pledges to continue bringing add value to your programs. We invite you to join us on the honest and accurate analysis, We promise to continue our next leg of our journey,for as plus innovative ideas and commitment to help our clients the saying goes, "The best is strategies to the negotiating identify practical, sustainable and yet to come!" table in order to achieve a cost-effective solutions for the win-win for our clients and their betterment of our communities Have a safe and happy holiday. contractors. and our environment. 7111 ,.�s, fS:/ 3 1 December 2013 �. i L L ic la low '14 ■a" Jivm—Kej.1Lr Coozjuflin9�' Left to Right/Front:Robin Mitchell,Ben Larochelle,Sarah Samord,Shane Barrett,John Burkett,and Don Ross. Left to Right/Back:Mitch Kessler, Shani Krufjac,Lisa Lamppert,and Carrie Coffman. Seated:Miriam Zimrns. Not pictured: Nikki McNew and Maureen Schaefer. keiSIer consulting inn. CAS 14620 N.Nebraska Ave.,Bldg.D Tampa.FL 33613 li ti ou'j Ilk.to recalvy ills rews:6 t:Pr clae"se w.la•I u3 at gerE s! kes4u+� utt coal wWi your narr:e.. oxnpany r ri?arfd ewe l adi i-cilsS and 'irrmv3trva hme s''e:r ctrcrncf:ly. w MEMORANDUM W TO: Mayor and City Commissioners FROM: Louie Chapman, Jr., City Manager DATE: May 7, 2014 SUBJECT: AGENDA ITEM SP.4- SPECIALIWORKSHOP MEETING OF MAY 13,2014 NOMINATION FOR APPOINTMENT TO THE DELRAY BEACH HOUSING AUTHORITY BACKGROUND The term for Mr. Guam Sims, regular member on the Delray Beach Housing Authority, expired on March 6, 2014. Mr. Sims will have served one (1) full term, is eligible, and would like to be considered for reappointment. Nomination for appointment is needed for one (1) regular member to serve a four (4)year term ending March 6, 2018. Per Florida Statute, Chapter 421, an appointee may not be an officer or employee of the City. The following individuals have submitted applications and would like to be nominated for appointment: (See Exhibit"A" attached) A check for code violations and/or municipal liens was conducted. None were found. Voter registration verification was completed and all are registered. According to Florida Statutes, members are appointed by the Mayor and ratified by the Commission. However, at the City Commission meeting of June 5, 1991, a consensus was reached whereby each Commissioner would, on an informal basis and according to the rotation procedure, make a recommendation to the Mayor as to the Housing Authority appointees. Based on this system, the nomination for appointment will be made by Commissioner Frankel (Seat#3) for one (1) regular member to serve on the Delray Beach Housing Authority, for a four (4) year term ending March 6, 2018. Legal Review: This item complies with the City's ordinances. Finance Department Review: No recommendation. There are no operating cost implications. Discussion: This item is before the City Commission for nomination for an appointment to the Delray Beach Housing Authority Board. Operating Cost: N/A Timing of the Request: N/A RECOMMENDATION Recommend nomination for appointment of one (1) regular member to serve on the Delray Beach Housing Authority for a four(4)year term ending March 6, 2018. DELRAY BEACH HOUSING AUTHORITY EXHIBIT "A" Philip Friedman Finance Guam Sims Incumbent Morris Weinman Retired Alan Weitz CEO Financial Banking DELRAY BEACH HOUSING AUTHORITY 4 YEAR TERM 600 N. Congress Avenue, Suite 310B Delray Beach, FL 33445 06/13 TERM REGULAR MEMBERS EXPIRES 07/14/2016 Joseph Hepp, Chair Unexpired Appt 10/21/08 Reappt06/19/12 07/14/2014 Marcia Beam Unexp Appt 10/04/11 07/14/2014 Sylvia Morris Unexp Appt 07/10/07 Reappt07/06/10 07/14/2017 Gaston Joseph Unexp Appt+4 yrs.05/21/13 10/27/2015 Christel Silver, Vice Chair Appt 11/6/07 Reappt10/04/11 03/06/2014 Guam Sims Unexp Appt 10105110 07/14/2014 Choli Aronson Unexp Appt 05/19/09 Reappt07/06/10 Director: Dorothy Ellington Contact:Jackie Fernandez 272-6766 X-18 jfernandez@dbha.org Housing Authority Fax 278-4937 272-7352 S/City Clerk/Board 13/Delray Beach Housing 0 zo 2Eww � _ zo ti 0 \ W U Z U U U vii U L7 . \_/\_/\_/\_/\_/\_/\_/\_/\"/\"/\"/\_/\_/\_/\_/\_/\_/\_/\_/\_/\-/ '. w MEMORANDUM r TO: Mayor and City Commissioners FROM: DATE: April 16, 2014 SUBJECT: AGENDA ITEM WS.1 - SPECIAL/WORKSHOP MEETING OF MAY 13,2014 PUBLIC COMMENTS w MEMORANDUM W TO: Mayor and City Commissioners FROM: Lula Butler, Director of Community Improvement THROUGH: Louie Chapman, Jr., City Manager DATE: May 5, 2014 SUBJECT: AGENDA ITEM WS.2 - SPECIALIWORKSHOP MEETING OF MAY 13,2014 AID TO VICTIMS OF DOMESTIC ABUSE (AVDA)PRESENTATION BACKGROUND Aid to Victims of Domestic Abuse, Inc. (AVDA) mission is to promote violence-free relationships and social change by offering alternative choices to end violence and domestic abuse. Core services and programs include 24-hour crisis emergency hotline, 41 bed emergency shelter that is staffed and operates 24 hours a day, 365 days a year 32-bed transitional housing facility provides a stay of up to two years for victims and their children training to healthcare professionals, law enforcement personnel, social services agencies, employers and community groups on the topic of domestic violence AVDA's professional educators provide training to social service agencies, health care professionals and law enforcement personnel. Participants receive important information to help in identifying victims of domestic abuse and those at-risk of abuse as well as information on available community resources. Workplace violence and prevention programs are available to businesses and community groups. Prevention through education, advocacy and intervention AVDA currently rents administrative space at the south end of Federal Highway. The agency has a tremendous need for additional administrative space to accommodate staff and outreach training and education programs. The ideal location is to be near the Library, Courthouse and the Police Department. They have identified a couple of sites that would meet their needs but require a partnership with the City of Delray Beach Legal Review: N/A Financial Review: N/A Discussion: Presentation and discussion with the City Commission on probability of working with the City on one of the desired properties that is owned by the City to build a new administrative office. Operating Cost: N/A Timing of the Request: N/A Aid to Victims of Domestic Abuse Inc. P.O. Box 6161 Delray Beach, FL 33482-6161 RECEIVED Phone: 561-265-3797 • Fax: 561-265-2102 March 3, 2014 24-HOUR CRISIS HOTLINE 1-800-355-8547 MAR 42014 I/p www.avdaonline.org I Mr. Louie Chapman, Jr. C11TY MA NA G EFJ Aity` , �� C Manager V City of Delray Beach p4 _L Gamnxuntity of Hope 100 NW 1St Avenue 1 � v Delray Beach, FL 3 3444 Dear Mr. Chapman: Aid to Victims of Domestic Abuse, Inc. (AVDA) appreciates the collaboration that we have had with the City of Delray Beach since we opened in 1986. Working toward our mission of promoting violence-free relationships and social change by offering alternative choices to end violence and domestic abuse, AVDA is proud to call Delray Beach home. AVDA has grown substantially since our early years when we would serve approximately 100 people a year. In our last fiscal year AVDA reached over 13,000 people in our community with direct services or violence prevention education programs. One of the first organizations in the county to receive the highest level of certification from Nonprofits First for excellence in nonprofit management, AVDA is recognized in the state,national and international arenas for our innovative programs that promote economic self-sufficiency and violence-free living. AVDA has strong relationships with various foundations, fenders and events such as AVDA's Race for Hope, held annually in Delray Beach that provide funds to sustain our programs. AVDA is seeking to establish a more public presence in the community to assist people who may be affected by domestic violence with support and education provided in a life enrichment center within walking distance of the library, police department and courthouse. AVDA desires to build this center that will be approximately 10,000 square feet of which Legal Aid of Palm Beach County will occupy 2,000 square feet. It will include a training room where AVDA may offer its professional trainings for continuing educational credits for medical providers and other professionals and will be a model for other communities. Downtown Delray Beach is an ideal location for our life enrichment center. We believe that the city will benefit from customers who will enjoy the many opportunities within walking distance of our center. Given the benefit this will provide residents of Delray Beach, we respectfully request that the City provide land to AVDA on which AVDA will build the center at our cost. We welcome the opportunity to discuss this matter with you further and thank you for your consideration. With best regards, Jean Magrella Pam O'Brien, MSW, JD Chair, Board of Directors President& CEO _ Pzlm E—h cnvnty _ Housing a[ommuniry Development City of Baca Raton [Ity of Delray Beach city of Boymmn Beach community 'n;.` A��A wN ma�xn� F&IPFAA'�EMPPATIML(rI'r E OS F S�nS ntlnel _v. }Ebel Sary e 1;WA,DV :. 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N N Q O t N Y (6 .}i .WNW o MIX �► solp = ao � � s � w MEMORANDUM W TO: Mayor and City Commissioners FROM: Lula Butler, Director of Community Improvement THROUGH: Louie Chapman, Jr., City Manager DATE: May 5, 2014 SUBJECT: AGENDA ITEM WS.3 - SPECIALIWORKSHOP MEETING OF MAY 13,2014 CARING KITCHEN PRESENTATION BACKGROUND The City has partnered with the C.R.O.S., Christians Reaching Out to Society, Ministry over ten (10) years providing space at the Neighborhood Resource Center (NRC), located on SW 12th Avenue, for its Food Pantry where groups and individual volunteers collect and service families and individuals non- perishable food items. Also at the NRC, C.R.O.S. is an Open Site Community Partner with the Department of Children and Families. Volunteers assist people with the web-based ACCESS applications for Food Stamps, Cash Assistance and Medicaid and provide individual counseling for job readiness. The Ministry operates a hot meal program at 196 NW 8th Avenue, subleasing the City owned building from the local American Legion group and provides snacks to some afterschool programs in Delray Beach. The ministry's main clients are the homeless and near-homeless families and individuals. C.R.O.S. Ministry collaborates with people of different faiths and organizations to create solutions to the unmet needs of people in our community. The agency will address with the Commission concerns raised in recent new articles on the impacts their hot meal program has on city services Legal Reveiw• N/A Financial Review: N/A Discussion: Presentation by Reverened Juanita Bryant Goode of the Christians Reaching Out to Society (C.R.O.S.) Ministry to the City Commission on the agency's current services and initiatives targeted to families and individuals to prevent homelessness. 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The Caring Kitchen served 82,849 meals. �T CROS Afterschool Snack Program provided 35,730 afterschool ` Y rs' snacks. • Cason UMC distribut- ed 18,444 brown bag ` F CROS Ministries is an interfaith weekend lunches. Ow ministry serving Palm Beach CROS Gleaning har- County and the Treasure Coast. vested 377,240 - We are grateful for the ongoing pounds of fresh support of a caring community, produce which was with more than 100 committed distributed to 100 ` congregations, and the g enerous local food programs -� assistance of over 3,000 by the Palm Beach volunteers. County Food Bank. For more information on how Ministry to Support Children and Families you can become involved, . 180 children attended CROS Camps during the summer. please contact us by email at . 1,219 Thanksgiving and Christmas food boxes were distributed volunteer@crosministries.org or to local families. call our office at 561-233-9009 . 831 holiday gift cards were donated so families could give their x105. children Christmas gifts. CROS MINISTRIES t - Ministry Encouraging Self-Sufficiency 301 First Avenue South �. The Caring Kitchen provided Lake Worth, FL 33460 15,888 referrals and services for basic 561-233-9009 phone needs. 561-233-9819 fax CROS volunteers helped 1,908 crosministries.org people apply online for government benefits including SNAP (food Board of Directors stamps), Medicaid, and temporary Rick Edlund, President Nancy AMd cash assistance. Edwards, Vice-President • Rev. Cecelia Armstrong, Secretary • Rick Mission Miessau, Treasurer • Joe Black • CROS Ministries collaborates with people of different faiths and Elizabeth Bockmeyer • Dollie Crist organizations to create solutions to the unmet needs of people in our Rev. Clark Edwards • Pam Davis • community. Lynn Freytag • Una James • Cynthia Kanai • Audrea Miller • Elizabeth A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAYBE OBTAINED Munnings • Rev. Gary Spencer FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE(800435-7352)WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT,APPROVAL,OR RECOMMENDA- Mary Jane Sickel • John Welsh TION BYTHE STETE. REFER TO REGISTRATION#CH2O251.501(c)3TAX EXEMPT#59-1802917. Tony Zmistowski CROS MINISTRIES RECEIVES 100%OF EACH CONTRIBUTION. Special/Workshop Meeting May 13,2014; Item WS.3 CROS Ministries FY Ending December 31, 2013 Revenue FY 2013 Corporations 3% Congregations 11% United Way 1% In Kind Income 40% Foundations 23% Government Special Event—/ Investments 3% Income(Net) Other Income Individuals 6% 1% 4% 8% Please note:These figures are from 2013 unadjusted, unaudited financial statements. Expenses FY 2013 Mgmt/Admin Fundraising 3% 2% Program 95% Please note:These figures are from 2013 unadjusted, unaudited financial statements. Special/Workshop Meeting May 13,2014; Item WS.3 THE CARING KITCHEN SERVICES AND REFERRALS (update 1113) Vame SS# D.O.B. Address: ❑ Homeless ❑ Chronic Homeless Living Situation: Actual or Pending Eviction ❑ US Military Veteran Phone Number: Race: W, B, A, Hisp, Haitian REFERRALS SERVICES ❑ Caridad Center ❑ Advocacy ❑ Community Food Pantry ❑ Assist with prescriptions ❑ County Human Services ❑ Assist with receiving public services ❑ Detox Programs ❑ Contact with family/friends ❑ Drug/Alcohol Programs ❑ Copies ❑ Eyeglasses ❑ Declaration of Domicile ❑ Gas Voucher ❑ Disability ❑ Legal services: Legal Aid/FL Rural Legal ❑ Divorce/Birth Certificates: obtain official copy ❑ Mental Health Facility ❑ Fax ❑ Official copy ID/Driving Record ❑ Food bag or food voucher ❑ Palm Tran passes 31 day ❑ Greyhound tickets ❑ Shelter /211 ❑ Health Care District (HCD) ❑ Social Security ❑ Help with appts. FS, SS, Dr. etc ❑ St. Vincent ❑ Identification card ❑ Summer Camps ❑ Letters to courts, get info, etc. ❑ Utility referrals other ❑ Motel room, for emergency situations ❑ Work Force Alliance Center ❑ Notary ❑ Other ❑ Palm Tran pass, (Daily) ❑ Paper, envelopes, stamps ❑ Phone calls ❑ Provide transportation to: ❑ Appointment for Needs Assesment ❑ Rent/Deposit ❑ Refused Services ❑ Utilities ❑ Services Unavailable ❑ Verification for agency of ❑ Other: (Specify below.) Outreach Worker's Initials Date Client gave verbal consent for their data to be input on CMIS THESE CERTIFICATIONS ARE VALID FOR A PERIOD OF ONE YEAR. Special/Workshop Meeting May 13,2014; Item WS.3 w MEMORANDUM W TO: Mayor and City Commissioners FROM: Lula Butler, Director, Community Improvement Anthony Strianese, Police Chief THROUGH: Louie Chapman, Jr., City Manager DATE: May 7, 2014 SUBJECT: AGENDA ITEM WS.4-SPECIAL/WORKSHOP MEETING OF MAY 13,2014 DISCUSSION OF CODE ENFORCEMENT AND POLICE DEPARTMENT MERGER ITEM BEFORE COMMISSION BACKGROUND Pursuant to direction from the City Commission, staff conducted an analysis of our Code Enforcement function and considered the feasibility of transferring this function over to the Police Department. The attached report details our research and findings. Staff is prepared to discuss same. Legal Review: N/A Financial Review: N/A Discussion: City Commission consideration, discussion and direction to staff on combining Code Enforcement with the Police Department. Operating Cost: N/A Timing of the Reduest: N/A RECOMMENDATION Commission direction. Code Enforcement Analysis: Police Department versus Community Improvement Anthony W. Strianese, Police Chief Lula Cm Butler,Director, Community Improvement Analysis: Staff conducted surveys (including site visits) of municipalities in both Palm Beach and Broward counties to determine the organizational structure, functions, staffing levels and work shifts for Code Enforcement units. All Florida code enforcement efforts are governed by State Statute Chapter 162. We also considered the current functions carried out under the City of Delray Beach's Code Enforcement division, staffing levels/challenges, current collaborative initiative between Code Enforcement and Police and the relationship of Code Enforcement to the Police Department's mission. Attached, for your reference, are two (2) charts identifying the details of our findings. We have selected one (1) City from both charts where cities elected to transfer Code Enforcement to Police or the Sheriff's Office to discuss in detail. City of Boynton Beach: Code Enforcement has been operating as a division of the Police Department for the past twelve (12) years. The annual budget is approximately $900,000. They work six (6) days per week, lam to 4pm, Monday - Friday; officers rotate the Saturday shift of 8am - 4pm. They use the Code Board process, meeting twice each month. A Police Sergeant handles all complaints on Code Enforcement performance. The Police Department provides division uniforms, laptops and vehicles. Code Officers attend police roll call, must meet background check for hire, are required to have Criminal Justice Information Service (CJIS) training and must be recertified every two (2) years. All calls for Code Enforcement service are done through non-emergency dispatch and are sent to the Code Officer via radio. Calls are required to be answered within one (1) hour and the officer is required to respond to dispatch within an hour. Dispatch handles the closing of the case or sending out the violation notice (on Police Department letterhead). The process is handled through the CAD system from the start, which reduces the amount of paperwork for Code Officers and Administrative staff. Public Works handles all illegal dumping, animal control and the abatement of some nuisances for the City. Benefits: According to Boynton Beach • Allows greater opportunity for Police to enter buildings • Enhanced safety for Code Officers • Laptops allow code officers to research property for business licenses, business tax receipts and/or criminal information before entering the buildings. 1 City of Deerfield Beach/Broward Sheriff Office: Deerfield Beach contracted its Code Enforcement services to the Broward County Sheriff in 2005 (provides the police service for the city too). The Division supervisor is a Deputy Sheriff. Code Officers work Monday - Saturdays, 7:30am - S:30pm. They use the Special Magistrate process for hearings, handling approximately 360 cases each year. The average number of cases processed is about 10,000 annually, with a 90% achievement of compliance without going through the Magistrate. They handle the traditional code activities, including vacant lots and are planning to add four (4) Sanitation Officers to handle trash complaints (garbage is collected by the City's Sanitation Department). They employ eight (8) Code Officers, one (1) Building Inspector, one (1) Administrative Assistant and a Payment Clerk. The Code Enforcement Unit is housed at Deerfield Beach City Hall and managed by the assigned Deputy Sheriff. The City opted to consolidate all of public safety under the Sheriff for multiple reasons. Their staff elected not to comment on the benefits and/or challenges with this decision to transfer this function to the Sheriff. City of Delray Beach Function Description: Code Enforcement The Community-Oriented Code Enforcement Program is designed to create a quality living environment through ensuring compliance with the City's housing, zoning and property maintenance codes. The division staff encourages voluntary compliance through the use of community-oriented, problem-solving techniques, partnering with existing homeowner associations, the issuance of violation notices, warnings, civil citations, informational brochures, notices to appear and other creative methods. This division provides technical assistance to the Code Enforcement Board and Hearing Officer and serves as contract administrator to the City's solid waste collection contractor for compliance with performance pursuant to approved contract. The list of current functions and activities handled by the City's Code Enforcement Division include: 1. Compliance with City's housing, zoning and property maintenance requirements. These include general housing violations, nuisance abatement, rental housing inspections, business tax receipt inspections, abandoned vehicles and landscape code violations processed through the Code Enforcement Board. 2. Issuance of Civil Violation tickets that can be appealed through the Hearing Officer 3. Landlord Permits/annual renewals 4. Business Tax Receipt application approvals/annual renewals S. Alarm registration/and annual renewals - false alarms are sent from the Police CAD system each morning for tracking/limited response list. 2 6. Contract Administration of the waste hauler's performance to approved contract 7. Application review, approval/annual renewal of C &D contractors 8. Graffiti abatement 9. Special collections and early set-outs of debris and garbage 10. Illegal sign abatement 11. Removal of shopping carts from residential neighborhoods 12.Identification and service of "Hot Spots" throughout the City directed at re-occurring nuisances in specific locations Note: General Housing and Nuisance Abatement violations consume most of the Code Officers time;special collections, cart delivery and abatement of other nuisances (removal of old tires, shopping carts and illegal signs) are primarily done by the Sanitation Officer).. The Code Enforcement division generates approximately $1.5 million dollars in revenue through the collection of Business Tax Receipts, Alarm Registrations, Landlord Permits, Nuisance Abatement Recovery fees and fines. The approved budget for Fiscal Year 2013/2014 is $1,112,850. Staff Conclusions: Community Improvement Department: Code Enforcement has been housed in the Cl department since 1985. We found examples of municipalities that transferred the service to Police and changed it back to Community Development for various reasons. The City of Atlanta, GA made the decision to transfer Code Enforcement to Police in February 2012, acknowledging they wanted to crack down on thousands of abandoned or dilapidated properties, a long-standing problem made worse by the foreclosure crisis. Police there said the eyesores feed crime. The Councilman that led the initiative stated, "Once you have Police showing up to say fix that or go to jail, you're going to get things done." Their preference was to have the code unit operate like policeman. Delray Beach opted to utilize the "community-oriented approach" in 1990, as a result of policies and recommendations that came out of the Vision 2000 initiative. In 1991, the Police Department created a Community Police program that partnered with Code Enforcement, which was very effective in addressing a myriad of neighborhood issues affecting the quality of living. In fact,this process was one of the projects that helped us win the first "All-America City" award in 1993; the National Civic League acknowledged the collaborative effort partnering with residents as a best practice. Today, we have the 3 Problem-Oriented Policing (POP) initiative that brings code officers and police together to address specific problems; we do this well and it is effective. Community Improvement recognizes the fact that we struggle with the "perception" that in some instances, the code enforcement due process is ineffective at achieving compliance timely and that the process does not guarantee compliance even when the property owner is found guilty by the Code Enforcement Board. Funding to abate nuisances is limited to a very small annual allocation. While there is no magic "silver bullet" when it comes increasing code compliance or getting the results we all want, best practices often dictate adopting innovative programs that engage in proactive and sometimes aggressive enforcement that involves all stakeholders in the community. Thus, citizen engagement in the solutions for effective code enforcement is critical. Police Department: Chief Strianese's recommendation is that the Community-Oriented Code Enforcement Program should remain housed as-is, providing the department receives adequate staffing and funding to meet the needs of the unique population it serves. His belief is that a majority of the code functions are very separate and distinct from the law enforcement mission. Those few functions/activities that are co-mingled can best be addressed by continuing their partnership between Code Enforcement and the Police Department's specialty units (Problem-Oriented Policing and Clean and Safe.) Moving forward, the Police Department fully anticipates having to increase our number of sworn law enforcement officers, as well as the number of Community Service Officers (CSO's.) This increase in CSO's combined with cross-training in Code Enforcement will provide the agency a unique opportunity to better address those limited, co-mingled (police/code) matters during the evening and weekend hours. This approach will enhance the existing Police Department and Code Enforcement partnerships that have been successful in the redevelopment of this city. Pros and Cons: We have listed both "pros and cons" developed from what we have learned from ou r review, conversations and site visits to other municipalities for your consideration: PROS: ✓ The Police Department has more of a presence that could be perceived as threatening, therefore,they may achieve a greater percentage of voluntary compliance. ✓ In Delray Beach the Police Department has the ability to supplement Code Enforcement actions with Community Service Officers and volunteers to do follow-up evenings and weekends. ✓ Code Officers will have supervision by Police in the field that will help create a safe working environment. 4 ✓ Neighborhood problems may be addressed more effectively by combining Code Enforcement with the Police Department employing the community police concept. ✓ Crimes associated with blighted conditions and other nuisances can be addressed more effectively since Police Officers will have the ability to access housing units and other properties using the code enforcement process. ✓ Transferring Code Enforcement to Police will provide additional resources (use of CAD and other software systems), better training opportunities and the redirection of some of the current functions carried out by the Code Officers. CONS: ✓ The Community-Oriented process will be diminished. ✓ The Police Department will focus on crime and criminality as opposed to appearance and neighborhood cleanliness. ✓ Housing the code staff within the Police Department's building may be a challenge due to space limitations plus cost associated with setting up the division, i.e. phones, furniture, etc. The division could remain in City Hall under the supervision of the appropriate designated Officer. ✓ Employees may be subject to greater background and/or police hiring standards, we lose some employees. ✓ Loss of the connection between Building & Inspections and P & Z staffs coordinated- approach to collaborate on specific issues; relationships and trust efforts that have been employed throughout the town understanding how cultural and economic conditions impact code compliance. ✓ Inspections for landlord permits and business tax receipts will be reprioritized. Final Comment: Staff has hopefully provided enough information and research in order for the Commission to determine the most effective method of employing Code Enforcement in Delray Beach. March 2014 5 COZ CO] � U � ® O 0 o O c o o « o 0 G� y oo ° y ® oo p p r v 3 W o o 0 0 0 0 0 o 0 0 0 o o cn O LK! M M O a un � CO `O \O Vl k!1 M U iy cd Cd Cd N E N p ct Cd bb N O cd m U a � a § � t / . r , k TA\ / ƒ ƒ . ■ k � § � 4 ■ . �\ � �< \ � m � � ( / a bU Cd o o o o Q Q o Q Q Q O to O. > U Q 0 0 � o � � o o 4 o Lon M N O Op O O r Op a ® \O on I 1 1 >M O o o c� o °0 0 0 0 0 0 o o 0 y 'C7 L3 O 0 0 °C3 M O p O p M �O+ +c• O O O M � �' � � d• � � � t� t� � � ,c, oo � t� /� V� � co t� t� V F.a c 'A Ln rA Eil o U U U U U U U U U U U U U U U U U U U U O cn O cn O �n O cn O cn O v, O rn O cA O LA O vi \O N N O N N N 00 00 00 00 00 d O Vl oo U cd cd UO N N cd �� cd Q \ / . � k / ■ . ■ . U � 0 k » @ $ k � S « ■ /: ) ( . \ « �\ 7 / w MEMORANDUM W TO: Mayor and City Commissioners FROM: Jack Warner, Chief Financial Officer DATE: April 16, 2014 SUBJECT: AGENDA ITEM WS.5-SPECIALIWORKSHOP MEETING OF MAY 13,2014 DISCUSSION REGARDING PURCHASING BUSINESS PROCESS BACKGROUND The City's Chief Financial Officer (CFO) will provide an overview of the City's purchasing ordinance and activity, current issues, and steps being taken to address them. 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