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Item Q02 BOARD OF COUNTY COMMISSIONERS AGENDA ITEM SUMMARY Meeting Date: June 18, 2003 Division: District I Bulk Item: Yes No Department: Mayor Dixie M. Spehar AGENDA ITEM WORDING: Discussion and discontinuation of enrollment in the Certificate of Public Management (CPM) course for 2003-2004. ITEM BACKGROUND: In an attempt to protect the employee's insurance package, and based on the information regarding the high cost of the CPM program for this past year, the recommendation is to divert the funding to offset the rising costs of insurance benefits for the employees. PREVIOUS RELEVANT BOCC ACTION: CONTRACT/AGREEMENT CHANGES: STAFF RECOMMENDATIONS: TOTAL COST: BUDGETED: Yes No COST TO COUNTY: SOURCE OF FUNDS: REVENUE PRODUCING: Yes No AMOUNT PER MONTH Year APPROVED BY: County Atty _ OMB/Purchasing _ Risk Management_ DIVISION DIRECTOR APPROVAL: '-#;, 717. ..~ Mayor ixie M. Spehar DOCUMENTATION: Included X To Follow Not Required_ DISPOSITION: AGENDA ITEM # tp02- Revised 1/03 OK'!~Y ~2!:l~E (305) 294-4641 Management Services Division 1100 Simonton Key West, FL 33040 (305) 292-4537 Date: Monday, June 02, 2003 To: Dixie Spehar From: BOARD OF COUNTY COMMISSIONERS Mayor Dixie M. Spehar, District 1 Mayor Pro Tern MWTllY E. Nelson, District 5 Charles "Sonny" McCoy, District 3 George Neugent, District 2 David Rice, District 4 MEMORANDUM Sheila A. Barker Division Director - Management Services Subject: CPM Program CC: County Commissioners James L. Roberts .................................................................................. In response to your email of yesterday, I will attempt to clarify what has been happening and is currently happening in the CPM Program. We currently have one CPM on staff and that is Jim Malloch. He did his program independently and traveled to the various sessions. He earned his certification approximately a year ago (June 24,2002). As part of the Recruitment & Retention program, his salary was increased by $1,500 annually upon completion of the CPM. I do not have the cost of his program. I am certain he would be glad to answer any course content questions for you. We are nearing completion of the first CPM program handled within the county. We had 25 employees enrolled. Currently we believe 24 will receive their certification and the 25th employee transferred to the Sheriff's office during the session; has terminated from the Sheriff's office and I do not know whether or not he is continuing independently with the 8th session. There were 4 individuals from other Key West entities that have participated in the first series of classes. The 2nd program within the county started during March 2003. We had 19 employees enroll and at this time there are 16 continuing with the program. The other 3 are no longer employed with the county. The balance of the class are from other Key West entities. The cost of the program is $5,050 per session for 25 or less participants. Each additional participant up to a maximum of 30 participants is an additional $202 per session. We pay travel expenses of the instructor to come to Key West or Marathon for the courses. Each participant's department is billed $250 per session to cover the course fee and the instructor's expenses and travel. We also separately bill each participant's department $60 for the books. All participants from other entities are also invoiced the same amount. 1 You asked about costs. The first series cost us approximately $50,000 for 8 sessions, travel expenses for instructor, and books. The second series will cost us less due to having fewer employees enrolled in the series. It will (upon completion) cost us approximately $32,000 for the 16 participants. You asked about the amount paid in salaries for the participants. Attached you will find a spreadsheet showing participants in each session, their annual salary, their salary for a 4-day session and what we will have spent in salaries if participant attends all eight sessions. Also on this sheet is the title, Fair Labor Standard Act designation as exempt (not eligible for overtime) or non-exempt (eligible for overtime). The NB designation indicates employee covered by a bargaining group and they are non-exempt. For the first program, each 4-day session cost us $17,000 in salaries; the second program will cost us approximately $11,000. Although we have only made one salary adjustment of $1,500; when the 24 participants in Series I receive their certification in June, I expect to make adjustments for each of those participants. They must complete and pass all 8 sessions to receive a salary adjustment. Travel reimbursement would be based on Florida Statutes. Employees traveling outside their normal working area would be entitled to 29 cents per mile, meals, etc. I have not requested copies of travel vouchers on all employees at this point. I do know several participants would share rides to keep expenses as low as possible. I expect those expenses to be nominal. I do not know of any substitute employees that were engaged to cover duties of participants in the class. I also do not know of any overtime that was incurred due to participants being out of the office. I would need to contact each supervisor to determine this. Graduation is scheduled in June in Tallahassee. There was an attempt to bring the graduation to Key West or south Florida to reduce costs but I do not know the particulars of that attempt. Each participant has made their own travel arrangements for the trip to Tallahassee. An estimate would be approximately $1,000 per participant for air fare, hotels and meals. Before we started the first program in 2001, I sent a letter to all Division Directors and Department Heads detailing the program and criteria for employees selected. I was not requested to make recommendations on the actual selection process. To recap the first program: $ 50,000 $139,000 $ 24,000 $ 36.000 Course Fees & Instructor's travel expenses Salaries at straight time for participants Estimate Travel, Hotel & Meals for Graduation Salary Adjustment for Certification $249,000 The 2nd program would be less due to fewer participants. 2 Basically for your information, the Course Descriptions for the 8 levels are as follows Levell - Management of Individual Performance Level 2 - Management of Group Performance Level 3 - Management of Organizational Performance Level 4 - Managing Organizational Effectiveness Level 5 - Social Change and Its Impact on Public Management Level 6 - A Systems Focus Level 7 - Policy Perspectives Level 8 - Contemporary Issues in Public Management If you need additional information, please contact me. I am certain Jim Malloch could give you additional information as he has coordinated this program. 3 Q,rv . May 16, 2001 - BOCC approved for the County Administrator to execute Letters of Agreement prior to each CPM Course Level. Costs were identified on the agenda. . March 21, 2001 - BOCC approved a Letter of Agreement between Monroe County and Florida State University for the first level of the Certified Public Manager Program. Costs were identified and it was shown that there would be travel expenses. . February 21, 2001 - BOCC conceptually approved the CPM Program with costs identified on the agenda item. As I stated before there is a history of which you should be aware: First, the Certified Public Manager Program in Florida is not the first attempt nationally to provide opportunities for growth and development for public employees. Many other states do the same and have done so for years. The issues covered in the Florida program are issues that are faced by County employees and certainly are a benefit to the County in performing their current and future duties. The two years that each participant commits to the program is a commitment that that employee is making to Monroe County through the individual's personal growth and ability to function more productively. I am enclosing a copy of the Certified Public Manager Program for your review. On May 27, 2003, you requested of the Director of Management Services information pertaining to the Certified Public Manager Program, especially in reference to the overall costs. On May 28, 2003, Ms. Barker responded directly to your questions but unfortunately did not put some of the issues in context, especially the history of the Board of County Commissioner's actions with the Certified Public Manager Program. I appreciated the discussion you and I had on Monday, June 2 and feel that I should provide an outline of the history. I know that you continue to be concerned. Certified Public Manager Program RE: June 6,2003 Date: James L. Roberts, County Administrator From: Mayor Spehar To: 1M E M 0 RAN DUM I \.'- . -':--'>':~:-"Ql4':' '~.l"-;-...'-~~':; ~....,. --- ....', -- ~~'. '~--::~"'!lFt-~~~~tJ~~,,!':;,-, Therefore, the Board of County Commissioners has approved various actions leading to County employees undertaking this program. The County employees who signed up have committed two years. The costs identified in Ms. Barker's memorandum are gross costs and cover a full eight sessions over a two year period. In essence each session costs the County. per employee. only about $250. That comes out to be about $1.000 per year for four sessions and about $2.000 for the entire two year prOQram. This is commensurate with or sometimes less expensive than other educational opportunities employees have through County policy. Salary ad iustments as identified in the memorandum for successful completion of the proaram and attainment of the CPM designation fall under the Recruitment and Retention Proaram reQuested by and approved by the Board of County Commissioners. The inclusion of numbers in Ms. Barker's account for salaries really skews the costs of the program. Those are funds that would have been paid to the employees no matter what activities they were undertaking. Every time we send an employee to a training session, a certification program, a national conference, a state conference, or any other activity that is not part of the employee's daily job responsibilities, the County continues to pay the salary. I believe the question is not whether the salaries were paid at the rate identified; the question is what is the value that the employees have received from the program and what is the potential for more effective employees working in the County. If we remove the amount indicated for salaries at straiaht time for participants. we will have removed approximately 56% of the identified costs of the proaram. Whether the proaram existed or not. the County would have paid that amount to the employees. Therefore. rather than a cost of $249.000. the proaram costs the County over two years $110.000. The issue of the graduation is an issue with which we have wrestled. Mr. Malloch and I attempted to have the graduation held in Monroe County or at least in South Florida in conjunction with other agencies whose employees participated in the CPM Program. We were unsuccessful. In fact Mr. Malloch reported that his analysis indicated that the cost for bringing the full graduation program with teachers to Monroe County would have been approximately the same as the cost that will be incurred for the graduation in Tallahassee. In the future other options will be pursued. As more of a personal note, having spoken to a few of the CPM sessions and having spoken to many of our participants near the end of their two year program, our employees who participated are very excited about their graduation. There is a real sense of accomplishment and a sense that the County has supported their personal and professional growth and that they are extremely proud to have the opportunity to participate in the formal graduation. Many of our employees, plus those from other agencies who sent participants to the classes, are taking personal expense to bring their families to the graduation in order to share the accomplishment and the recognition of a job well done. I am told there are about 230 graduates state-wide and our program will send thirty (not all of them Monroe County employees). The distinction we have is that all of our participants from the County and the other agencies successfully completed the two year program. This is unheard of in the history of the program. In terms of the future the second two year session for Certified Public Manager has already begun. The first of eight segments has been completed. In total there are twenty-six participants, with sixteen being County employees. You should know that even the Key West City Manager is enrolled in this second class and is scheduled to complete the full two years. The cost to the County for the second set of employees will be substantially less. The Board of County Commissioners has continually maintained an educational opportunity program for County employees. This has been in recognition of limited academic opportunities in the area as opposed to mainland jurisdictions. We have supported employees studying at Florida Keys Community College, the extension branches of four year colleges, distance learning at major universities, and a wide variety of certification and training programs. This is one of the ways to improve upon the ability of County employees to do their jobs rather than just relying on on-the-job training to help them advance over the years. Both the CPM Program and the other educational opportunities serve the County well. In addition, at the direction of the Board of County Commissioners in November of 2001. the Administration was instructed to proceed with the prOQram for Recruitment and Retention purposes throuQhout the County Qovernment. This was after discussion concerning the turnover of County employees, especially in the Growth Management Division, and its immediate and long range costs to the County and to the ability of the County to complete its obligations in a timely and effective manner. In December of 2001, the AdministratiolJ prepared an Employee Recruitment and Retention process directly reflective of the BOCC approv~1 in November. The Recruitment and Retention Program was implemented and has been a success. In reference to those who graduate from the CPM Program, they will be eligible for adjustments in salary reflecting their accomplishment and encouraging retention in County employment. It is also valuable to discuss with potential new employees not only the CPM possibilities but also the Recruitment and Retention Program, both of which are designed to assist with professional growth. You raised an issue concerning employees who might leave shortly after the completion of the CPM Program. Your points are very well taken and we have in the educational assistance policies a requirement for payback to the County of any educational assistance costs incurred within a certain period. I agree that that should be also for the CPM Program and we'll see that that is identified in the County policies and have those amended. I certainly understand the difficult budget year we are facing. I certainly understand that the Commission is going to be wrestling with some very serious issues. When all is resolved and the budget is adopted in September, the County Commission will still expect the Administration to complete its responsibilities to the citizens of the County. To do so we need well trained and dedicated employees. The education assistance policy. the CPM ProQram. and the Recruitment and Retention ProQram are ways of supporting our employees and maintaininQ and improvinQ our ability to provide services to the public even in difficult budQet and downsizin9 times. .'" ,..,: ._.v......~. "Y_" __" .", .- U'O ~""~-,,,,,,,,-,__,""-,,"""""-. -~',!~''''''-:-. ','- _~ -.;;-.- ,--t-.~ "-."":'~~'''''''''''-;;';' ~~~~"~" I shall be pleased to discuss this further with you or any member of the Board of County Commissioners. Thank you for the opportunity to expand upon the information provided to you and to discuss what I believe are some of the important characteristics of the Certified Public Manager Program. :..J~n~ James L. Roberts County Administrator cc: Board of County Commissioners Sheila Barker, Division Director Management Services John R. Collins, County Attorney Division Directors Roberts-Jim From: Sent: To: Cc: Subject: Barker-Sheila Wednesday, May 28,20031 :38 PM Spehar-Dixie zz-County Commissioners and Aides; Roberts-Jim; Malloch-Jim RE: CPM Program I am attaching 3 items. Letter detailing our involvement & costs for the CPM Course Listing of Participants and their salaries Original letter detailing criteria for participation. Please advise if you need additional information. ~ ~ ~ CPM detaIls for Dixie Spehar.d... SHEILA'S WORK SHEET CPM.xls 12... Lener to DO re CPM Program.do... -----Original Message----- From: Spehar-Dixie Sent: Tuesday, May 27,200312:28 PM To: Barker-Sheila Cc: zz-County Commissioners and Aides Subject: CPM Program It has come to my attention that we have approx. 26 of 30 employees that are about to graduate the current CPM Program. It is also my understanding that we are currently enrolling for the new class. I request a full accounting of the costs of the program; enrollment, total anticipated salary increases upon completion, travel reimbursements for current program members, salary while attending, cost of any substitute for personnel who is attending the course. The second request is the criteria for selection, county policy once the course is completed, return on investment. or is this a retention tool. Thank you/Dixie OK~~rv ~o~~~E (305) 294-4641 Management Services Division 1100 Simonton Key West, FL 33040 (305) 292-4537 Date: BOARD OF COUNTY COMMISSIONERS Mayor Dixie M. Spehar, District I Mayor Pro Tern Murray E. Nelson, District 5 Charles "Sonny" McCoy, District 3 George Neugent, District 2 David Rice, District 4 MEMORANDUM Wednesday, May 28, 2003 To: Dixie Spehar From: Sheila A. Barker Division Director - Management Services Subject: CPM Program CC: County Commissioners James L. Roberts .................................................................................. In response to your email of yesterday, I will attempt to clarify what has been happening and is currently happening in the CPM Program. We currently have one CPM on staff and that is Jim Malloch. He did his program independently and traveled to the various sessions. He earned his certification approximately a year ago (June 24,2002). As part of the Recruitment & Retention program, his salary was increased by $1,500 annually upon completion of the CPM. I do not have the cost of his program. I am certain he would be glad to answer any course content questions for you. We are nearing completion of the first CPM program handled within the county. We had 25 employees enrolled. Currently we believe 24 will receive their certification and the 25lh employee transferred to the Sheriff's office during the session; has terminated from the Sheriff's office and I do not know whether or not he is continuing independently with the 8th session. There were 4 individuals from other Key West entities that have participated in the first series of classes. The 2nd program within the county started during March 2003. We had 19 employees enroll and at this time there are 16 continuing with the program. The other 3 are no longer employed with the county. The balance of the class are from other Key West entities. The cost of the program is $5,050 per session for 25 or less participants. Each additional participant up to a maximum of 30 participants is an additional $202 per session. We pay travel expenses of the' instructor to come to Key West or Marathon for the courses. Each participant's department is billed $250 per session to cover the course fee and the instructor's expenses and travel. We also separately bill each participant's department $60 for the books. All participants from other entities are also invoiced the same amount. 1 You asked about costs. The first series cost us approximately $50,000 for 8 sessions, travel expenses for instructor, and books. The second series will cost us less due to having fewer employees enrolled in the series. It will (upon completion) cost us approximately $32,000 for the 16 participants. You asked about the amount paid in salaries for the participants. Attached you will find a spreadsheet showing participants in each session, their annual salary, their salary for a 4-day session and what we will have spent in salaries if participant attends all eight sessions. Also on this sheet is the title, Fair Labor Standard Act designation as exempt (not eligible for overtime) or non-exempt (eligible for overtime). The NB designation indicates employee covered by a bargaining group and they are non-exempt. For the first program, each 4-day session cost us $17,000 in salaries; the second program will cost us approximately $11,000. Although we have only made one salary adjustment of $1,500; when the 24 participants in Series I receive their certification in June, I expect to make adjustments for each of those participants. They must complete and pass all 8 sessions to receive a salary adjustment. Travel reimbursement would be based on Florida Statutes. Employees traveling outside their normal working area would be entitled to 29 cents per mile, meals, etc. I have not requested copies of travel vouchers on all employees at this point. I do know several participants would share rides to keep expenses as low as possible. I expect those expenses to be nominal. I do not know of any substitute employees that were engaged to cover duties of participants in the class. I also do not know of any overtime that. was incurred due to partici pants being out of the office I would need to contact each supervisor to determine this. Graduation is scheduled in June in Tallahassee. There was an attempt to bring the graduation to Key West or south Florida to reduce costs but I do not know the particulars of that attempt. Each participant has made their own travel arrangements for the trip to Tallahassee. An estimate would be approximately $1,000 per participant for air fare, hotels and meals. Before we started the first program in 2001, I sent a letter to all Division Directors and Department Heads detailing the program and criteria for employees selected. I was not requested to make recommendations on the actual selection process. To recap the first program: $ 50,000 $139,000 $ 24,000 $ 36.000 Course Fees & Instructor's travel expenses Salaries at straight time for participants Estimate Travel, Hotel & Meals for Graduation Salary Adjustment for Certification $249,000 The 2nd program would be less due to fewer participants. 2 Basically for your information, the Course Descriptions for the 8 levels are as follows Level 1 - Management of Individual Performance Level 2 - Management of Group Performance Level 3 - Management of Organizational Performance Level 4 - Managing Organizational Effectiveness Level 5 - Social Change and Its Impact on Public Management Level 6 - A Systems Focus Level 7 - Policy Perspectives Level 8 - Contemporary Issues in Public Management If you need additional information, please contact me. I am certain Jim Malloch could give you additional information as he has coordinated this program. 3 The Florida Certified Public Manager Program "Designated by the Florida Governor and Cabinet as a preferred management development program for the State of Florida. " -.;-...... . iiidaState 1] JUY ERS I Tl' The Florida Center for Public Management An accredited member of the National Certified Public Manager Consortium January, 2000 The Florida Certified Public Manager Program Table of Contents STATE OF FLORIDA RESOLUTION What People Are Saying About CPM Florida Certified Public Manager Program Purpose Goals Background Administration Curriculum Course Descriptions Readings Projects Examinations Certification Phase One: The Certificate In Supervisory Management Phase Two: The Certified Public Manager Designation Benefits CPM: What are ideal outcomes for the organization? CPM: What are ideal outcomes for the individual? Financial Arrangements Contracting Organization Option Open Enrollment Option Organizational Training Strategies For CPM Success Professional Affiliation Florida Certified Public Manager Of The Year Award Continuing Education Units Continuing Professional Education College Credit Contact Information 3 4 5 5 5 6 6 8 9 10 10 10 13 14 14 15 15 16 17 17 17 18 19 20 20 20 20 21 .' --~-~ . . .. 2 STATE OF FLORIDA RESOLUTION WHEREAS, Florida government agencies have identified critical needs for management development initiatives and leadership direction; and, WHEREAS, in an era of constrained revenues, management development based on instruction. examinations, and applied projects should be viewed as an integral tool to improve service delivery and productivity to the citizens of Florida; and, WHEREAS, Florida government agencies would benefit more from a valued set of management principles and best practices for the senior management service, select exempt service and supervisor management personnel; and, WHEREAS, the State of Florida's executive, judicial and legislative leadership has placed a priority on the use of management knowledge and skills; and, WHEREAS, the Florida Center for Public Management at The Florida State University has developed and uses a nationally recognized management development curriculum: and, WHEREAS, the Florida Center for Public Management at The Florida State University has a twelve year history with the Certified Public Manager Program with over five hundred graduates and over three thousand seeking graduation. NOW, THEREFORE, BE IT RESOLVED that the Governor and Cabinet of the State of Florida do hereby designate the Certified Public Manager Program as a preferred management development program for the State of Florida and thereby actively - . 'encoUrage the participation of state agencies in the development of government managers in order to enhance the quality and productivity of services delivered to the citizens of Florida. IN TESTIMONY WHEREOF, the Governor and Cabinet of the State of Florida have hereunto subscribed their names and have caused the Official Seal of the State of Florida to be hereunto affixed in the City of Tallahassee on this 26th day of July, 1994. 3 What People Are Saying About CPM "Certified Public Manager's skills can be transferred from the classroom to the work place; when these skills are applied effectively, they can help transform government into a work place where employees will be proud of public service." Governor Lawton Chiles "Excellent opportunity, excellent infonnation, excellent presentation!" City of Melbourne "My Master's Degree in Administration provided me with the opportunity to be employed in my current position, but it didn't teach me how to be an effective manager. My CPM training gave me the practical, everyday skills to help the members of my staffbe of better service to the State of Florida." Department of Education "As a manager I appreciate the concept of having all Florida government managers on the same page through CPM training." City of Palm Bay "I have found that many of the concepts and techniques that I learned have assisted me not only in my role as a manager in the public sector, but also in dealing with people and situations in my personal life." Department of Revenue "All of our county supervisors could benefit greatly from this training." Sarasota County "Gave me insight into the concepts of managing and helped me bring together things 1 know but had not put in perspective." "I only wish I'd taken this course ten years ago." Palm Bay Police Department Department of Insurance "The program was challenging and rewarding. Each level provided me with new insight and new ideas." State Attorney's Office "The CPM program is an excellent cost effective approach to training supervisors and managers in Florida government and I have personally found it to be very rewarding." Department of Business Regulation "Kept us involved at all times...GOOD JOB!" "The more I participate in the CPM program the more enthusiastic I feel about it!" Department of Transportation Marion County "A.great-program for all supervisory people!" - _:-""" - ~ .... "I found this to be the most interesting class I've had in my 20 years of state employment." Department of Labor and Employment Security City ofOcala 4 Florida Certified Public Manager Program Purpose To provide a comprehensive, systematic management development program that emphasizes knowledge acquisition and skill development for public sector managers at all organizational levels of state and local government in Florida. Goals The study of management indicates that certain skills, attitudes, and behaviors characterize successful managers at all government levels. Modem management, in theory and practice. reflects a relatively new belief that long-term productivity and effectiveness require careful attention to human, fiscal, and technical resources. The Certified Public Manager (CPM) Program, a widely recognized training and development program for governmental managers and supervisors, guides public managers to incorporate state-of-the-art theory (the academic side) into their management behaviors through practical training (the applied side). The Florida Center For Public Management (FCPM), the National CPM Consortium, and the Florida Society of Certified Public Managers work to professionalize the practice of public management, in much the same way that other associations organize to professionalize their occupations. The goals of the Florida CPM program are to: · strengthen organizational performance through improving the performance of Florida's public managers; · encourage the recognition of public management as a profession established upon an underlying body of knowledge; · set out a course of study by which such knowledge about self, groups, and organizations can be acquired; · foster and maintain high educational and ethical standards in the practice of public management; · assist state and local governments by establishing a more objective assessment for a public . - -manager's professional knowledge and performance; and - ~;.~ · provide enhanced professional recognition of management development attainment by public managers. 5 Background The CPM program began in Georgia and other states endorsed it as a model for training and developing professional public managers. The format and curriculum developed by the University of Georgia and Georgia state government became the prototype as interest in the program expanded to other states. To maintain the original high standards and to monitor and accredit CPM programs, state governments and universities adopted the curriculum and formed the National CPM Consortium. The Consortium has grown to include over 20 states and the federal government. Other nations such as Canada, South Africa, and The U.S. Virgin Islands have also made inquiries. Of the 20+ states involved in the program, the majority (including Florida) are fully accredited. As the Consortium has increased in size, the accreditation process has evolved to allow considerable diversity in curriculum and program format. The Florida State University created the Florida CPM Program in 1979. FCPM administers the program and enrolls public managers from state, county, and municipal governments as well as special districts and quasi-public organizations throughout Florida. Over 5,000 individuals have participated in the Florida CPM program since its creation and over 4,000 individuals are currently active. More than 700 participants have received their CPM designation, and over 750 individuals have received their Certificate in Supervisory Management (CSM), an intermediate designation marking the halfway point in the CPM program. Administration The FCPM of The Florida State University sponsors the CPM program in Florida. FCPM offers Government agencies the program through contract and open enrollment options. The open enrollment option is available from FCPM and cooperatively through various Florida community colleges. FCPM manages all record keeping,' examinations, project reviews, and training deliveries. Importance of Top-Level Organization Support. Support from an organization's top management is critical to a participant's success in the CPM program. FCPM recommends that participating agencies provide formal support and recognition for their managers enrolled in the program. Such recognition reinforces each manager's commitment to completion and provides encouragement for the application of program principles to management responsibilities. An example of formal recognition might be "making completion of the CPM program a requirement _ _,.lo.p .p.fomotion and to justify salary differentiation." Make Program Expectations Known. FCPM encourages each organization to make and distribute an explicit statement of what it expects of its participants. Clearly defined organizational expectations maximize the mutual benefits of both the organization and the individual. Clarification also enables FCPM to be more effective in meeting the needs of both the organization and the organization's participants. 6 Time Requirements for Completion. The majority of participants complete the program in 24- 30 months. More suggestions to ensure successful completion of this program are provided in the section entitled Orszanizational Traininsz Strateszies For CPM Success. Eligibility Requirements. The Florida Center for Public Management does not have an entrance examination requirement or specific eligibility requirements for participation in the CPM Program. When considering an individual for the program, one should be aware of the participant's abilities and aptitudes. Successful completion of the CPM courses and coursework requires a high degree of conceptual ability, reading comprehension skills, and written and oral communication skills. Candidates for the CPM certificate typically hold a management or management staff position in a Florida governmental organization. FCPM considers a management position one that requires direction and supervision of more than one other employee. FCPM considers a management staff position one that while not requiring direction and supervision of others, directly serves management by providing high-level technical or professional expertise. Attendance Requirements. FCPM trainers record attendance each day in all CPM training classes. Participants who have or develop a scheduling conflict should consider registering for the level at another time. A participant may miss one half day without being required to make up the time in class. If a participant misses more than one half day, he or she must make up that in- class portion. The participant is responsible for scheduling these makeups. To avoid additional fees, the participant must schedule makeups within six months of the initial level. Participants who do not complete their scheduled makeups must retake the entire level at their or their organization's expense. Available registration-spaces in regularly scheduled levels limits makeup opportunities. Regardless of time missed, the participant is responsible for completing all homework assigned in class. Course Substitution. It is difficult to meaningfully assess the quality and substance of training or course work completed in other settings. More importantly, the CPM program is highly interactive and explores management problems and solutions with one's colleagues; a critical component of the CPM program not available in individual growth activities or programs. Therefore, FCPM offers no course substitution or exemption through testing. Outside Requirements. FCPM is responsible for providing instructional guidelines for completing the three reading applications and the three applied projects. FCPM is also responsible for providing all test instruments covering the in-class portion of the program. The organization or participant is responsible for purchasing the books for the 3 required readings and all supplies or materials required to complete the applied projects, reading applications, and applied tests. . - ~ .-. -.- - -'For further discussion of promoting successful completion of this program, see Organizational Trainine Strategies For CPM Success. 7 Curriculum Overview Within a framework established by the National CPM Consortium. each state in the Consortium offers a version of the program tailored to meet the special needs of its public managers. The Florida program consists of classroom instruction, required readings, examinations. and work related projects. The classroom instruction series, known as The Florida Certified Public Manager Program consists of eight four-day training sessions. Each course is a Level; thus, the series consists of Levels I through Vill. The readings supplement the course content; the examinations assess the individual's understanding of the course content; and the projects demonstrate application of course content in the work setting. Levels I through IV, required for CSM, focus on the management of human resources and potentially increase a public manager's individual, group, and organizational supervisory skills. Levels V through vm, required for CPM, improve a manager's understanding of complex organizations, large systems, and policy formation. Direction For CPM Curriculum Staff and trainers of FCPM periodically revise the program content in an effort to deliver a state- of-the-art managerial training and development program. FCPM strives to incorporate the most updated information and theory into the CPM curriculum while maintaining the fundamentals on which our participants will build a strong foundation of theory and application. FCPM solicits information from our participants, trainers, 'consultants, and staff concerning new trends and developments in management practice from a wide range of sources. The assumptions currently guiding revision are defmed in these five areas; Driving Forces ........... The changes that we see taking place in society and impacts these changes are having on organizational form and leadership practices. Vision......................... Our vision of the ideal outcomes of a management curriculum on both individuals and their organization. Values ........................ The values, principles, or virtues of leadership that a modem curriculum is organized to fulfill. These values are central to the curriculum structure and topics. Methods ..................... The methods used in developing curriculum values and topics. Goals and Topics ....... The explicit goals and topics of the curriculum. If Y9ubave any suggestions or concerns about the program and wish to share them with us. - -'l'lease call the program office at (850) 644-6460 or SUNCOM: 284-6460. Participants must be aware that course requirements are subject to change and FCPM makes a good faith effort to infonn participants of changes in program policy and content as these changes go into effect. Participants are responsible for keeping up with these changes. Setting up an individual completion plan for CPM program requirements, practicing good study habits. and completing program requirements timely are the best ways to avoid being caught between curriculum changes. 8 Course Descriptions The following is a brief description of each CPM level. The specific content of each may vary with the needs of the participants. LEVEL I: Management of Individual Performance This four-day management development course introduces concepts and techniques of modem management as they apply in the governmental setting. Level I emphasizes goal-setting as essential in developing and maintaining a motivated and productive work climate. The Level I course describes and illustrates modern management attitudes, practices, and techniques and focuses on manager employee relationships. Topics: Managers as Learners, Personal Styles, Leadership, Delegation, Motivation, Goal-Setting, Performance Feedback, and Coaching and Counseling. LEVEL II: Management of Group Performance Level II is a four-day management development course designed to introduce concepts and techniques involving the development and maintenance of cohesive and productive work groups. It emphasizes the dynamics of manager -- work group interaction. Topics: Personal Styles In Groups, Problem-Solving and Decision-Making, Managing of Organizational Conflict, False Consensus, Group Leadership, Group Dynamics, Teams, and Work Process Improvement. LEVEL III: Management of Organizational Performance Level III is a four-day management development course designed to introduce fundamental issues in the relationship between individuals and the organization. It reviews individual and organizational productivity, covers some measurements for productivity, and suggests ways for productivity evaluation. Topics: Productivity and Public Management, Program Evaluation and Management Review, Organizational Communication, Sterling, and Project Management. LEVEL IV: Managing Organizational Effectiveness The Level IV four-day management development course provides managers the opportunity to study the management functions of planning, implementing, and evaluating. Topics: Power and Influence in Organizations, Ethics and the Responsible use of Power in the Organization, Integrating the Individual and the Organization. and Organizational Change. -_:-.,... LEVEL V: Social Change And Its Impact On Public Management The Level V four-day management development course examines changes in society- at-large and their probable impact on public organizations and managers. It reviews the most successful contemporary management practices, analyzes significant administrative theory, and reviews contemporary research. 9 Topics: Social Change and Impacts on Public Management. Planning and Budgeting in Public Organizations, Organizational Design, and Organizational Dynamics. LEVEL VI: A Systems Focus This four-day management development course focuses on the systems approach to management. The trainer introduces basic systems theory and exposes the manager to hands-on experience with familiar and unfamiliar systems. The manager will examine two applications of the systems approach: behavior modification as a way of looking at individual change and organizational development as a way of looking at organizational change. Topics: The Systems Approach, Systems Analysis and Modeling, and Systems Applications: Behavior Modification and Organizational Development. LEVEL VII: Policy Perspectives Level VII is a four-day management development course presented in seminar format. It examines how public organizations make policy, giving special attention to presenting policy arguments and developing the skills of reasoned argument. Managers will have an opportunity to present a policy argument with critique. LEVEL VIII: Contemporary Issues In Public Management Level vm is a three to four-day management development seminar. Guest speakers present seminars on contemporary issues affecting public management and government in general. Level VIII is presented for participants who have completed all other program requirements. It is also open to all current participants. regardless of stage of completion of program, and past graduates of our program. Registration for Level vm includes the closing banquet and public graduation ceremony. Readings The CPM candidate is responsible for reading three books identified in Phase Two: The Certified Public Manaf!er Desirmation listed under Certification. Participants discuss each of the readings during the appropriate sessions ofCPM course work, and complete required reading applications. The outside reading requirements have four purposes: (1) to complement and enrich the concepts of the CPM course work; (2) to introduce the candidate to some of the best management literature; (3) to encourage the candidate in a habit of independent management development extending beyond the CPM program; and (4) to provide a format for participants to apply the skills and knowledge acquired from the readings to an actual workplace environment. _.-. ....- - "'Proj ects A common concern of program participants, sponsoring organizations, and the CPM program staff is the relevance of instruction to the workplace. The CPM program responds to this concern in a systematic way by incorporating into the program requirements three projects which extend concepts learned in the classroom into the participant's work environment. Completion of these projects demonstrates a candidate's ability to apply new knowledge and techniques in his or her own organization. Descriptions of the three required projects are as follows: 10 Project 1: "Is Productivity More Than a Slogan in Your Organization?" Project 1 is an individual or a small group (from one organization) project. Candidates identify key areas of management in their own organizations and how those key areas impact upon productivity. Project 2: "Is Your Unit Ready for a Performance Audit?" Project 2 deals with those aspects of unit management normally examined in a typical performance audit or management review. This individual participant project assists in determining if your unit is ready for a management review. Project 3: "Shaping Your Executive Growth: Past, Present, and Future" Project 3 provides an opportunity for each candidate to assess and plan herlhis growth as an executive. It also is an opportunity to assess the CPM program as a part of that assessment and planning. Because this project is personal and philosophical in nature, the guidelines are more general than those for the fIrst two projects. At the appropriate points in the program, candidates will receive written Project Guidelines setting out the specific requirements of each project. Each project should be typewritten, with illustrations and charts (if used) neatly drawn and additional exhibits neat and legible. Any standard style manual or reference manual for report formats will be acceptable. Submit one original copy of each completed project to the Registrar of the FCPM program. FCPM recommends that participants send projects via U.S. mail "Certified -- Return Receipt Requested" to confirm receipt by the CPM program office and to establish an audit trail should they become lost in the mail. CPM program staff evaluate all Projects. Program staff evaluate projects on the quality and completeness of the work, relevance to the candidate's job, and conformity to the project guidelines. FCPM notifies all candidates, by mail, of the acceptability of a project within sixty days of its receipt. Formal notification will include a description of project deficiencies if a project is unacceptable. All projects become the property of the CPM program office and are not returned to the candidate; therefore, candidates should keep a copy of their projects. A project is confidential and FCPM only discusses it with the candidate who submits it. FCPM recommends not including actual names of individuals in the work environment, other than that of the candidate. Examinations FCPM administers examinations to evaluate the candidate's level of understanding of the content of the CPM courses. The exams covering Levels I-IV and Levels v-vn are comprehensive - _,_2pen~b()Ok exams. FCPM requires no test for Level vm, as it follows a seminar format. FCPM allows a candidate three attempts to pass course examinations. If unsuccessful on the third attempt, the candidate must repeat the appropriate course work before re-taking the exam. FCPM program staff, or approved staff members of a sponsoring organization, administer and distribute examinations. Examination papers are the property of the CPM program and will not be returned to the candidate. FCPM recommends that completed examinations be returned to FCPM via U. S. Mail, "Certified -- Return Receipt Requested." 11 FCPM assesses and mails a printed report of exam results to candidates within sixty days of receipt. FCPM records and reports test to the candidate only as "pass" or "requires additional work." Exam results, sent to participants who do not meet the requirements, will contain information as to the number of questions missed and/or modules needing review before attempting to retake the exam. If the examination is deficient, those portions identified by the grader as inadequate on the previous attempt must be retaken. Results of examinations, reading applications, and project evaluations are privileged infonnation. FCPM will not report exam results to the candidate's sponsoring organization unless the candidate has given prior written consent to such notification. On a quarterly basis, FCPM provides sponsoring agencies with printouts reporting completed coursework, but will not reflect unsuccessful attempts. Community colleges may ask participants to sign a waiver permitting reporting of exam scores to the CPM training coordinator at the college, in addition to sending reports directly to the participants. Exam Reviews. Trainers incorporate reviews into training sessions each day, with an overall review on the last day. Thus, additional review sessions should not be necessary subsequent to taking an exam. We regret that schedules do not permit us to conduct special exam reviews. FCPM encourages participants to form study groups to prepare for exams if they so desire. Local chapters of the Florida Society of Certified Public Managers also provide mentors for program participants who wish to get advice from individuals who have completed the CPM program. .' - -;...- ~ ~ .... 12 Certification The Florida Center for Public Management recommends that participants follow the curriculum in the recommended sequence if they intend to complete the CPM program. Each subsequent level of the program builds upon the theories and learning experiences of preceding levels and assignments. The following table provides the requirements and recommended sequence for the Certificate in Supervisory Management (CSM) and Certificate in Public Management (CPM) designations. This Certified Public Managers Program consists of eight levels of training (each level is four training days each) with accompanying reading, project, and exam requirements. Level I Reading 1 Level II Readin 2 Level III Pro.ect 1 Level IV Exam Level V Pro "ect 2 Level VI Readin 3 Pr()"ec~ Level VII Exam Level VIII Certified Public Manager Program Certified Public Manager Pro : Mana ement Of Individual Perfonnance Carr, Littman, and Condon, Improvement Driven Government: Public Service for the 21st Centu or Encoura in the Heart - A lication Certified Public Manager Pro : Mana ement Of Grou Perfonnance Scholtes. The Team Handbook - A lication Certified Public Manager Pro : Mana ement Of Or anizational Performance "Is Productivi More Than a Slo an In Your Or anization?" Certified Public Manager Pro : Mana in Or anizational Effectiveness Com rehensive 0 en-Book Exam on Levels I - IV Certificate in SUfJerv;sorv Manaeement Awarded Certified Public Manager Program: Social Change And Its Impact On Public Mana ement "Is Your Unit Readv for a Perfonnance Audit?" Certified Public Manager Pro Osborne and Gaebler, Reinventin Government - A lication "Sha in Your Executive Growth: Past. Present, Future" Certified Public Manager Pro : Polic Pers ectives Com rehensive 0 en-Book Exam on Levels V-VII Certified Public Manager Proeram: Contem 0 Issues In Public Management Certified Public Manaeer Desienation Awarded 13 ....,...,.~,.,'~~ Additionally, the certification track may be viewed as two separate phases as follows: Phase One: The Certificate In Supervisory Management The Florida CPM program awards a Certificate in Supervisory Management (CSM). an interim designation which recognizes partial completion of the CPM program and mastery offundamental management concepts and techniques. FCPM awards the CSM to candidates who: 1. Course work. Attend Levels I, II, III and IV of the Certified Public Manager course series. 2. Readings. Read the first two required readings and pass the applications on those readings. 3. Exams. Pass the comprehensive open-book exam on those levels. 4. Projects. Successfully complete the first work related project. .' - -:..... ~ . .... Phase Two: The Certified Public Manager Designation FCPM awards the CPM certificate to candidates upon the completion of the following requirements: 1. Course work. Attend CPM Levels I through VIII. 2. Readings. The completion of three required readings complement and enrich the concepts introduced in the classroom. The program fees do not cover the cost of these books. It is the responsibility of the participant to obtain these books which are available in many bookstores;' · Reading 1: Carr, Littman, and Condon, Improvement Driven Government: Public Servicefor the 21st Century or Encouraging the Heart · Reading 2: Scholtes, The Team Handbook · Reading 3: Osborne and Gaebler, Reinventing Government 3. Exams. Written exams over the levels (except Level VIII) and application assignments follow the readings to evaluate and strengthen the candidate's understanding of the content of the classroom and the outside reading materials. FCPM records and reports scores only as "pass" or "resubmit" and pass represents the ability to correctly answer 70% of questions asked on an exam. The reading applications require a participant to report in writing the results of a completed application of the concepts presented in the readings within their workplace. 4. Projects. FCPM requires the participant to complete three work related projects to demonstrate the transfer of public management concepts to their workplace. .Project 1: "Is Productivity More Than a Slogan in Your Organization?" .Project 2: "Is Your Unit Ready for a Performance Audit?" .Project 3: "Shaping Your Executive Growth: Past, Present and Future" 14 Benefits CPM: What are ideal outcomes for the organization? A Learning Organization Is One that through clear vision, values, and mission fosters a sense of ownership and purpose, that selects the best possible people and through trust and training helps these people realize their full potential, that encourages growth and development, of interlocking teams which encourage responsible power sharing and participation by all members of the organization, that fosters teamwork by encouraging cooperation and awareness of individual strengths. that encourages reasonable risk taking within a context of clear organizational goals. that maintains a climate of infonnality, openness, and trust rooted in a respect for the uniqueness of the individual. that delegates decision making to the lowest possible level giving its people reasonable autonomy and expecting accountability in return, that through enthusiastic leadership and high standards challenges people to be excellent. that provides opportunities for intrinsic motivation: involvement with others, control over one's own work, and the ability to affect the direction of the organization, that develops pride in perfonnance by expressing clear expectations and then recognizing and reinforcing achievements by "catching people doing something right", and that creates a sense of involvement and commitment through intense communications. _telling people what they want to know as well as what they need to know - ~:...... . 15 .c"",~",_,", CPM: What are ideal outcomes for the individual? A Reflective Practitioner Is A Person able to put knowledge into action: a flexible thinker capable of inductive and deductive reasoning; critical and creative thinking, able to engage in and facilitate organizationalleaming; willing to take the initiative and find new ways of doing things, committed to the development of the work group, teamwork, and team building, able to question the assumptions of the larger organization and suggest alternatives for organizational action in a data driven, fact based manner: e.g., leadership styles, organizational designs, centered in self: aware of personal style and at the same time aware of the strengths and styles of others and willing to work to integrate their interests and abilities with organizational purposes, committed to their own and to helping with other's personal growth and development. committed to improve organizational quality of work life and ensure the organization's impact on the quality of life in our society, tolerant of ambiguity, complexity, and uncertainty and as a result capable of anticipating and shaping change in organization, who encourages the involvement of others and continually tries to improve his or her interpersonal communication skills, who is primarily motivated by intrinsic rewards; whether they are the nature of the job, achievement, opportunities to show initiative or affiliation with a productive team, continuing their lifelong learning, able to anticipate and plan for multiple career paths. and - .;-..... - '. .- aware of societal trends and willing to examine the resulting organizational issues: the role of technology in organizations, the increasing diversity of the workforce, the development of professional public management. 16 Financial Arrangements Contracting Organization Option FCPM offers a contracting organization option that includes the arrangement of the meeting site. the scheduling of the trainer, and the provision of all in-class program materials for each level of the program. The contracting organization option price for each level is $5,050. This represents $202 per person for four days of training. This cost breaks down to $50.50 per participant per day. Note: The FCPM contract cost fonnula (billed at a fixed price of $5,050 per level) covers costs for up to 25 participants and lliU $50.50 per participant per day. For more than 25 participants, we charge $202 per person. Additional note: to enhance participant learning and curriculum design, we do not enroll more than 30 participants in any level. Note: The organization pays for the travel expenses of a trainer when a program delivery is outside Tallahassee. These expenses include, but are not limited to the following: transportation, parking, lodging, and daily meal per diem. Also, the participant or organization pays for his or her travel expenses related to out of Tallahassee programs and for books associated with outside readings. Open Enrollment Option The Florida Center for Public Management offers open enrollment courses around the state. The open enrollment option is not a substitute for c'~.ntracting a systematic management development program. Its purpose is two-fold: I. To help individuals obtain the CPM certification by offering levels of training not currently offered by their contracting organization. 2. To help individuals obtain the CPM designation who work for an organization that has not contracted for the CPM program. The open enrollment charge per participant is $85 per day or $340 per level. Note: The price of open enrollment is nearly 32% more than the price of contracting. Again, we encourage contracting CPM training as a management development program and not just a means for certification. Frequently, an organization will contract for one of our programs and will release a few seats for us to offer as open enrollment seats. Seats released from contracted programs are available to individuals on a fust-come first-served basis for a cost of $340 per person. Individuals interested in Qpeo.enrollment opportunities should contact the CPM Programs Coordinator, at (850) 644- - "0460'- or SUNCOM 284-6460 to add their name to the waiting list for these programs. FCPM contacts individuals on the waiting after the release of these seats approximately 10 working days prior to course delivery~ CPM open enrollment classes are also currently offered at Edison Community College (941) 489-9226, Manatee Community College (941) 755-1511 extension 4246, and Valencia Community College (407) 299-5000 Extension 3112. Please contact these institutions directly for scheduling and program cost information. 17 --'....~T"':" Organizational Training Strategies For CPM Success Choose the Right Participants: · Identify those employees currently holding a management staff position in the Organization. · Identify those non-managerial employees with management potential. who are seeking future management positions and the opportunity for management development. · Identify those employees with a high degree of conceptual ability, reading comprehension, and written and oral communication capabilities. Helpful Organizational Initiatives: · Schedule and notify employees in advance so that they may adequately prepare for the program. · Provide an orientation program or written information prior to Level I to inform the participants of organizational expectations and program requirements. · Promotional Opportunities: Use an applicant bank of CPM candidates as a resource in promotional appointments. · Performance Appraisals: Recognize"CPM training, development, and the implementation of management skills and knowledge in employee performance appraisals. · Work to enroll two companion groups of25-30 participants to help leverage organization performance improvements. · Formal Recognition: Formally recognize Certified Public Managers through avenues such as appointments to special projects, appointments to leadership conferences. award ceremonies, and other forums. · Application to Organizational Issues: Utilize CPM projects to address management issues and improve organizational operations, thus encouraging participants to enhance their management skills through the completion of CPM projects applied to organizational performance. ..- - _:~"'" - . .- · Team LeaderlFaciIitator Role: Chose CPM participants to serve as team leaders or facilitators on TQM work process improvement teams, cross-functional teams. and/or self-managed teams. · Lump-Sum Bonus Payments: Pay one-time, lump-sum bonus payments to permanent employees receiving the professional designation of Certified Public Managers for achievement and self-development. 18 Support the Participant: · Formally support and recognize managers enrolled in the program. · Provide enhanced professional recognition of management development attainment by Organization managers. · Encourage the recognition of public management as an established profession. · Support the participation of Certified Public Managers in the Florida Society of Certified Public Management. · Assess the commitment of the identified managers to the role, responsibilities, and development requirements of a management position. · Understand that managers will have to balance their workload during training. · Experiential Leaming: True learning occurs when candidates put into practice what they have learned in class. Encourage the transfer of skills and knowledge to the workplace. · Mentoring Program: Develop a mentoring program of past CPM graduates to provide leadership and guidance to current participants (Ex. study groups). Professional Affiliation Individuals who have earned the CPM designation are eligible for membership in the Florida Society of Certified Public Managers, as well as the American Academy of Certified Public Managers, which are, respectively, statewide and nationwide professional associations of public sector managers. The objectives of these organizations are to · Link Certified Public Managers; · Encourage the acceptance of management in government as a profession established upon an underlying body of knowledge; · Promote high professional, educational, and ethical standards in public management; · Improve communication, cooperation, and coordination among public entities; · Foster leadership through example and innovation; and · Facilitate positive changes which enhance the delivery of public services. The Florida Society provides opportunities for members to become involved in additional - .,ebntinwng education and leadership activities of the Florida CPM program. The American Academy offers an annual Professional Development Symposium which is also an excellent opportunity for members to interact with members and CPM program administrators from other states. 19 '''..,......"",.... Florida Certified Public Manager Of The Year Award The Florida Society for Certified Public Managers annually presents "The Florida Certified Public Manager Of The Year Award" to an outstanding Certified Public Manager. The Society accepts nominations from its members and in turn circulates ballots reflecting the qualified individuals nominated. The Society awards the individual receiving a majority vote at an annual Society award banquet. The winner becomes the State of Florida's nominee for the prestigious "Henning Award," awarded annually by the American Academy of Certified Public Managers. Continuing Professional Education The Florida State Board of Accountancy authorizes the issuance of Continuing Professional Education (CPE) credits. Pending the board's approval, the courses in our program qualify for behavioral category CPE credit for Florida CP As. Written proof of attendance will be supplied upon request. College Credit The Askew School of Public Administration and Policy at The Florida State University will award undergraduate or graduate credit to eligible participants for completion of the CSM and CPM requirements. Three credit hours are available for completing the CSM and an additional three credit hours for the CPM. .' Participants who wish to receive credit must contact the Florida State Center for Professional Development and Public Service at (850) 644-7571. Please note that the participant must request College Credit within the academic semester of completion of the CSM and/or CPM. The participant pays all fees related to obtaining these credits. . . .... . Contact Information For additional information about the Florida CPM program please contact: -_.-. ..- CPM Program Administrator Florida Center for Public Management Florida State University 102 HMB Tallahassee, FL 32306-2821 '.- --~;.... - . .- Telephone: (850) 644-6460 SUNCOM: 284-6460 20 Page I of I From: Theresa Harrell <tharrell@mailer.fsu.edu> To: 'mcspc@mail.state.fl.us' <mcspc@mail.state.fJ.us> Cc: 'malltura@fJakeysol.com' <malltura@fJakeysol.com> Date: Monday, January 29, 2001 4:57 PM Subject: Certified Public Manager Program Hey Jim, It was good talking with you today about bringing the CPM program down to Monroe County. I have attached a sample contract and some information on the program. Let me know if you need anything further. Theresa Harrell Program Coordinator .-. ..- ., - -~.~ ~ . ... 1/29/200 I .-.,.......-~.-- SAMPLE CONTRACT LETTEROFAGREE~NT January 29, 2001 This Letter of Agreement between Monroe County (hereinafter referred to as "MC"), and Florida State University, for and on behalf of the Florida Board of Regents, a public corporation of the State of Florida through the Florida Center for Public Management (hereinafter referred to as CONTRACTOR), a unit of Florida State University, defines the professional services to be provided by CONTRACTOR to MC and the conditions under which services will be provided. This agreement covers the period beginning date, and ending date, unless amended in writing by both CONTRACTOR and MC. I. SCOPE OF WORK A. CONTRACTOR Agrees: 1. To provide one four-day presentation of Level I of the Certified Public Mamuzer course series in Monroe County on date of program. 2. To provide one four-day presentation of Level II of the Certified Public Manaller course series in Monroe County on date of program. 3. To provide all participant materials including films, notebooks, copyrighted test instruments, and handouts for a maximum of thirty (30) participants for each course presentation. B. MC Agrees: 1. To pay Contractor $5050 plus travel expenses for the delivered course in the Scope of Work Statement I.A.! and LA.2. The $5050 fee is for up to twenty-five (25) participants. MC will pay an additional $202 per person over twenty-five (25), but not to exceed thirty (30) for the delivered course. -'~' ..- - _:~..... _... .- 2. To be invoiced for $5050 plus travel expenses, plus $202 for any participants over twenty-five (25) at the conclusion of the delivered course in the Scope of Work Statement LA.I and LA.2. ,..".~~... 3. To select participants and provide CONTRACTOR with a roster ten (10) working days prior to the course presentation. 4. To provide facility space agreeable to both FCPM and Me on the days of the course presentation. 5. To provide all audio-visual equipment necessary for the delivery of the course presentation. 6. To provide for coffee breaks on the days of the course presentation. II. ADDITIONAL CONDITIONS A. This agreement can be terminated by either party upon 30 day written notice to the other party. In the event of termination the contractor shall be reimbursed for all cost incurred and irrevocable commitments made. B. If the signed Letter of Agreement is not returned at least twenty (20) working days prior to the first delivery date, the presentationes) is subject to rescheduling. If you are in agreement with the nature and extent of the services outlined in this Letter of Agreement, please sign below, indicate to whoIll the invoice should be sent. FLORIDA STATE UNIVERSITY MONROE COUNTY By: By: Name: Name: Title: Title: Date: Date: FEll # 59-1961248 n.-' ..,._ ." - _:~..... - , .... Page 2 of 2 INVOICE Please make payment to: THE FLORIDA STATE UNIVERSITY Sponsored Research Accounting Services ~ECfJ 225 University Center, Bldg. C, Suite 4400 u r:.J~JlJ 9[(11""('1 Tallahassee, Florida 32306-2662 ...iJJ u (850) 645-7283 Payment Reference No. 3450-787-40 (011010) Invoice No. 1 AGENCY NAME AND ADDRESS: Monroe County Board of County Commisioners Atm: Sheila Barker 5100 College Road Key West. Florida 33040 PROJECT TITLE AND NUMBER: Certified Public Manager PERIOD PROJECT PERIOD: 5/1101-5/31/01 DESCRIPTION Payment request is in accordance with the above referenced contract between the Florida State University and the Monroe County Board of County Commisioners, under the direction of J. R. Anderson principal investigator. PROJEcr AMOUNT: $ 5,050.00 AMOUNT May 22-25, 2001 Cer1lfted Public Manager Program Levell Program No. 208801 No. of Partldpants .. 26 Boward Rasmussen (trainer) Travel Expenses $ 5,050.00 $ $ 202.00 1,194.58 . REMARKS: o an Interim BUling This is Invoiced to Date: Less Payments Received: Less Invoices Unpaid: This Invoice: $ 6,446.58 (i) a Fmal Billing Please address all questions to: Christina Espinosa (850) 644-9674 __~ es -lriofa<iPadmin.fsu.edu CERTIFICATION: "I certify, to the best of my knowledge. that payment requested is for appropriate purposes and in accordance with the agreements set forth in the Iication and award documents." SIGNATURE: StS,446.5S TYPED NAME & TI1l..E: . Jim Bookout Director, SRAS DATE: 6 PLEASE RETURN COPY OF INVOICE WITH PAYMENT. FOR OFFICE USE ONLY: DOC. # LINE # DEBTOR BY DATE fPINV (4196)