MANAGEMENT PARTNERS, INC. (2) - Laserfiche WebLink

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Ms. Daisy Gomez Page 2 We Provide a Full Suite of Services. Management Partners' services include everything required to support local government leaders, including organization assessments, performance management, process improvement, strategic planning, and financial planning, budgeting and analysis. Proposed Plan of Work Our approach involves learning about and understanding the issues related to adoption of lobbyist registration requirements in the City and the relationship between existing state and local reporting regulations. We will review existing documents including video segments of meetings and speak with affected stakeholders as necessary. This proposal assumes all work will be done virtually. The plan of work anticipated for the engagement is described below. Activity 1— Start Project and Gather Information We will begin with a careful learning phase. This start-up activity forms the foundation of the relationship between Management Partners' team and the City's project team. This activity will include the following tasks. • Conduct Kickoff Meeting. We will meet with the appropriate City staff and others as designated to understand the genesis of the engagement, objectives and obtain background information. • Review background materials. We will review materials that will provide context and understanding of the issues involved. Conduct interviews. We will conduct confidential interviews as needed with up to six individuals. These may include representatives from the City Manager's Office and the City Attorney's Office. The purpose of the interviews is to ascertain issues related to lobbyist registration and reporting requirements. Potential questions are listed below: o What led to the recommendation of the original ordinance? o What is working well with the current Council reporting and disclosure requirements? o What are your concerns? Are there gaps or deficiencies in reporting? o What do you hope will result from this process? o What specific changes would you like to see? o What do you see as impediments to change? At the conclusion of this activity, we will develop themes from the interviews and identify any additional information gathering work that will round out our understanding of the issues surrounding lobbyist registration and reporting requirements. Activity 2 — Conduct Peer Comparisons and Research Best Practices During this activity we will research lobbyist registration requirements adopted in peer cities, as identified by Management Partners and the City's project team. Research will include lobbyist registration and reporting requirements, revenue and expenditure limitations, penalties forviolation, administration of the registration process, and enforcement of regulations. Understanding the uniqueness of the City of Santa Ana, we will use these data as a point of comparison to assess the adequacy of current requirements and advantages and disadvantages of new regulations. We will conduct additional research as appropriate into best practices used by municipalities to supplement our work and compare. 0