walter sachs assistant staff director office of contracted client services (850) 921-8983
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Walter Sachs Assistant Staff Director Office of Contracted Client Services (850) 921-8983 [email protected]. Performance Measurement. Service Contracts Strategic Planning Performance-Based Budgeting Logic Models Performance Contracting Meaningful and Desirable Results. - PowerPoint PPT PresentationTRANSCRIPT
Performance Measurement
• Service Contracts
• Strategic Planning
• Performance-Based Budgeting
• Logic Models
• Performance Contracting
• Meaningful and Desirable Results
A. SERVICES TO BE PROVIDED
1. Definition of Terms
a. Contract Terms
b. Program or Service Specific Terms
2. General Description
a. General Statement
b. Authority
c. Scope of Service
d. Major Program Goals
3. Clients to be Served
a. General Description of Clients
b. Client Eligibility
c. Client Determination
d. Contract Limits
B. MANNER OF SERVICEPROVISION
1. Service Task List
a. General Tasks
b. Task Limits
2. Staffing Requirements
a. Staffing Levels
b. Professional Qualifications
c. Staffing Changes
d. Subcontractors
3. Service Delivery Locationand Equipment
a. Service Delivery Location
b. Service Times
c. Changes in Location
d. Equipment
4. Deliverables
a. Service Units
b. Records and Documentation
c. Reports
5. Performance Specifications
a. Performance Measures
b. Description of PerformanceMeasurement Terms
c. Performance EvaluationMethodology
6. Provider Responsibilities
a. Provider Unique Activities
b. Coordination With OtherProviders/Entities
7. Department Responsibilities
a. Department Obligations
b. Department Determinations
c. Monitoring Requirements
C. METHOD OF PAYMENT
1. Payment
2. Invoice Requirements
3. Service Delivery andExpenditure Documentation
D. SPECIAL PROVISIONS
E. LIST OF EXHIBITS
A. SERVICES TO BE PROVIDED
1. Definition of Terms
a. Contract Terms
b. Program or Service Specific Terms
2. General Description
a. General Statement
b. Authority
c. Scope of Service
d. Major Program Goals
3. Clients to be Served
a. General Description of Clients
b. Client Eligibility
c. Client Determination
d. Contract Limits
B. MANNER OF SERVICEPROVISION
1. Service Task List
a. General Tasks
b. Task Limits
2. Staffing Requirements
a. Staffing Levels
b. Professional Qualifications
c. Staffing Changes
d. Subcontractors
3. Service Delivery Locationand Equipment
a. Service Delivery Location
b. Service Times
c. Changes in Location
d. Equipment
4. Deliverables
a. Service Units
b. Records and Documentation
c. Reports
5. Performance Specifications
a. Performance Measures
b. Description of PerformanceMeasurement Terms
c. Performance EvaluationMethodology
6. Provider Responsibilities
a. Provider Unique Activities
b. Coordination With OtherProviders/Entities
7. Department Responsibilities
a. Department Obligations
b. Department Determinations
c. Monitoring Requirements
C. METHOD OF PAYMENT
1. Payment
2. Invoice Requirements
3. Service Delivery andExpenditure Documentation
D. SPECIAL PROVISIONS
E. LIST OF EXHIBITS
4. Deliverables
a. Service Units
b. Records and Documentation
c. Reports
A. SERVICES TO BE PROVIDED
1. Definition of Terms
a. Contract Terms
b. Program or Service Specific Terms
2. General Description
a. General Statement
b. Authority
c. Scope of Service
d. Major Program Goals
3. Clients to be Served
a. General Description of Clients
b. Client Eligibility
c. Client Determination
d. Contract Limits
B. MANNER OF SERVICEPROVISION
1. Service Task List
a. General Tasks
b. Task Limits
2. Staffing Requirements
a. Staffing Levels
b. Professional Qualifications
c. Staffing Changes
d. Subcontractors
3. Service Delivery Locationand Equipment
a. Service Delivery Location
b. Service Times
c. Changes in Location
d. Equipment
4. Deliverables
a. Service Units
b. Records and Documentation
c. Reports
5. Performance Specifications
a. Performance Measures
b. Description of PerformanceMeasurement Terms
c. Performance EvaluationMethodology
6. Provider Responsibilities
a. Provider Unique Activities
b. Coordination With OtherProviders/Entities
7. Department Responsibilities
a. Department Obligations
b. Department Determinations
c. Monitoring Requirements
C. METHOD OF PAYMENT
1. Payment
2. Invoice Requirements
3. Service Delivery andExpenditure Documentation
D. SPECIAL PROVISIONS
E. LIST OF EXHIBITS
A. SERVICES TO BE PROVIDED
1. Definition of Terms
a. Contract Terms
b. Program or Service Specific Terms
2. General Description
a. General Statement
b. Authority
c. Scope of Service
d. Major Program Goals
3. Clients to be Served
a. General Description of Clients
b. Client Eligibility
c. Client Determination
d. Contract Limits
B. MANNER OF SERVICEPROVISION
1. Service Task List
a. General Tasks
b. Task Limits
2. Staffing Requirements
a. Staffing Levels
b. Professional Qualifications
c. Staffing Changes
d. Subcontractors
3. Service Delivery Locationand Equipment
a. Service Delivery Location
b. Service Times
c. Changes in Location
d. Equipment
4. Deliverables
a. Service Units
b. Records and Documentation
c. Reports
5. Performance Specifications
a. Performance Measures
b. Description of PerformanceMeasurement Terms
c. Performance EvaluationMethodology
6. Provider Responsibilities
a. Provider Unique Activities
b. Coordination With OtherProviders/Entities
7. Department Responsibilities
a. Department Obligations
b. Department Determinations
c. Monitoring Requirements
C. METHOD OF PAYMENT
1. Payment
2. Invoice Requirements
3. Service Delivery andExpenditure Documentation
D. SPECIAL PROVISIONS
E. LIST OF EXHIBITS
5. Perf ormance Specifi cations
a. Perf ormance Measures
b. Description of Perf ormanceMeasurement Terms
c. Perf ormance EvaluationMethodology
Strategic Planning
• Long-Range Program Planning– achieve State goals– interagency planning process– integrated program service outcomes– 5 fiscal years– framework for the agency budget
• Consistent with Performance Measures and Standards
Performance-Based Budgeting
• Agencies identify demand, output, total costs, and unit costs for each function– must clearly demonstrate the needs of
agency customers and clients
– why the agency is proposing functions
– how agency functions are integrated and contribute to the overall achievement of state goals
Logic Models Ultimate outcomes, strategies, outputs,
inputs
– What is the objective of the program?
– What strategies or intermediate outcomes will get to the ultimate goal?
– What processes or outputs are needed to implement strategies?
– What resources or inputs are needed to make or buy the processes or outputs?
Performance Contracting
• Performance Measures– Setting Standards– Definitions– Evaluation Methodology– Incentives and Penalties
• Monitoring Compliance v. Evaluating Performance
Cost Audits Financial Accountability
– strong budget review during contract negotiations
– service provider submits expenditure reports routinely
– variances and atypical spending is diagnosed
– results used to negotiate continuation contracts
Meaningful andDesirable Results
• Did the project achieve its stated objectives?
• What other effects (good or bad) did the project have?
• What were the project's costs (financial, political, social)?
• Did the project achieve its stated objectives?
• What other effects (good or bad) did the project have?
• What were the project's costs (financial, political, social)?