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R7J-Confirm Appointment Of Keith R Kleiman Director Of Budget And Performance IT COMMISSION ITEM SUMMARY Condensed Title: Consenting to the appointment of Keith R. Kleiman as the Director of the Office of Budget and Performance lm rovement for the Cit of Miami Beach, Key Intended Outcome Supported: Maintain strong growth management policies; Maximize efficient delivery of services; Control cost of payroll including salary and fringes/minimize taxes/ensure expenditure trends are sustainable over the long term; Improve the City's overall financial health and maintain overall bond rating; strengthen internal controls. Supporting Data (Surveys, Environmental Scan, etc.): N/A Issue: Shall the Mayor and City Commission adopt the attached Resolution consenting and confirming Keith R. Kleiman as the Director of the Office of Bud et and Performance I m rovement? Item Summary/Recommendation: The Office of Budget and Performance Improvement (OBPI) is focusing on performance excellence by blending strategic management, resource allocation, performance management and revenue maximization, and includes such divisions as Budget, Internal Audit, and Grants Management. The Director of OBPI is responsible for administration of the offices of Budget, Internal Audit, Performance Improvement, Organizational Development and Grants; overall coordination of the effort to achieve performance Citywide in support of the priorities of the community; coordinates implementation of a Citywide performance management process focusing on the development and implementation of the City's Strategic Plan by aligning performance priorities, allocating associated resources, improving processes and reporting results Citywide. Pursuant to the requirements of Article IV, Section 4.02 of the City Charter, it is recommended that the Mayor and the City Commission adopt the attached resolution consenting and confirming Keith R. Kleiman as the Director of the Office of Budget and Performance Improvement for the City of Miami Beach. Advisory Board Recommendation: I N/A Financial Information: Source of Amount Funds: 1 D 2 3 OBPI Total Cit Clerk's Office Le islative Trackin Rafael Granado, City Clerk s· Off s: lgn- Department Director Assistant City Manager :\AGENDA\2013\Aprii17\Kieiman OBPI Director Summary.docx MIAMI BEACH 563 Account Approved '-City Manager iH ~ AGENDA ITEM DATE RlT 9·-l]-\3 MIAMI BEACH City of Miami Beach, 1700 Convention Center Drive, Miami Beach, Florida 33139, www.miamibeachfl.gov MEMORANDUM TO: Mayor Matti Herrera Bower and Me FROM: Jimmy L. Morales, City Manager DATE: April17, 2013 SUBJECT: A RESOLUTION OF THE MAYOR AND THE CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, CONSENTING TO THE APPOINTMENT OF KEITH R. KLEIMAN AS THE DIRECTOR OF THE OFFICE OF BUDGET AND PERFORMANCE IMPROVEMENT FOR THE CITY OF MIAMI BEACH. ADMINISTRATION RECOMMENDATION Pursuant to the requirements of Article IV, Section 4.02 of the City Charter, it is recommended that the Mayor and the City Commission adopt the attached resolution consenting and confirming Keith R. Kleiman as the Director of the Office of Budget and Performance Improvement for the City of Miami Beach. ANALYSIS Mr. Kleiman has 33 years of diversified experience in financial, administrative management, and programmatic operations of mid to large organizations. Throughout most of his career, he was a supervising manager with proven successes in budget administration, financial and organizational analysis, and systems implementation. The time spent at each job has afforded Keith a progressively, well-rounded knowledge of revenue forecasting, trend analysis, expense and capital budget preparation/administration, project and change management, human resource management, long and short-range planning, procurement, and program/contract administration. Mr. Kleiman started his public sector career in 1981 with the New York City Department of Health as a Staff Budget Analyst. After eleven years of service at the Department of Health, in 1993, he accepted an offer to become Senior Budget Analyst with the New York City Housing Authority. During his tenure at the Housing Authority, Keith was progressed through such high level management positions as Assistant to Deputy General Manager, Assistant Budget Director, and Deputy Budget Director. As a Deputy Director, he was responsible for preparation and maintenance of 17,000 employee personnel budget, zero-based staffing analyses, developed the NYC Housing Authority's first formal budget planning and implementation process as part of a strategic plan to improve operational efficiencies, as well as developed and implemented a NYC Housing Authority-wide budget training program for approximately 1 ,000 employees. In 2003, Mr. Kleiman was appointed as Budget Analyst with the City of North Miami, Florida. Shortly after, he was promoted to Assistant Budget Administrator, and eventually to Budget Director. While with the City of North Miami, Keith was responsible for preparation and monitoring of approximately $170 million Operating Budget. He 564 experienced full Truth in Millage (TRIM) compliance for 7 fiscal years; implemented a 20 year cyclical capital infrastructure rehabilitation program for North Miami Water & Sewer Fund; performed and implemented a zero-based staffing analysis for North Miami Fleet Management Fund, whereby staff was successfully reduced from 19 to 11 with significant increase in efficiency. He was also heavily involved in implementation of EDEN Advanced Budgeting and Project Accounting system, which is the same financial system used by the City of Miami Beach. In 2010, Mr. Kleiman accepted a position of Budget Administrator with the City of Coral Gables. In his short term there, he was able to successfully reduce both City's Operating budget to remain in compliance with State mandated millage reductions with little to no adverse effects on the City's services; implemented a revised Five-Year Capital Improvement Programs in full compliance with Florida State Comprehensive Plan requirements; implemented a near paperless budget process for Coral Gables that initiated the implementation of a paperless accounts payable process, and identified and corrected Coral Gables' past budget practices that allowed substantial negative fund balances to be created in the City's capital improvement and enterprise funds. Additionally, Mr. Kleiman successfully implemented EDEN Advanced Budgeting and Project Accounting in Coral Gables as well. Experience in both, the City of Coral Gables and the City of North Miami allowed Mr. Kleiman to broaden range of the municipal activities in which he was involved. Working for these municipalities has given Keith the opportunity to learn the disciplines associated with resident services, e.g. Public Works, Water & Sewer, Building and Zoning, Community Planning, Code Enforcement, etc. As a manager and a supervisor, Mr. Kleiman puts a strong emphasis on responsive customer service as well as a supportive work environment. His management practices encourage a team spirit and openness to developing and implementing change whenever possible. CONCLUSION Appointment of Keith R. Kleiman as the Director for the Office of Budget and Performance Improvement will contribute to continuous efforts to improve the City's overall financial health through implementation of a citywide performance management process focusing on the development and implementation of the City's Strategic Plan by aligning performance priorities, allocating associated resources, improving processes and reporting results Citywide. Pursuant to the requirements of Article IV, Section 4.02, of the City Charter, it is recommended that the Mayor and City Commission adopt the resolution consenting and confirming Keith R. Kleiman as the Director of the Office of Budget and Performance Improvement for the City of Miami Beach. T:\AGENDA\2013\Aprii17\Kieiman OBPI Director Memo.docx 565 RESOLUTION NO.----- A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, CONSENTING TO AND CONFIRMING THE APPOINTMENT OF KEITH R. KLEIMAN AS THE DIRECTOR OF THE OFFICE OF BUDGET AND PERFORMANCE IMPROVEMENT FOR THE CITY OF MIAMI BEACH. WHEREAS, the City Manager has appointed Keith R. Kleiman as the Director of the Office of Budget and Performance Improvement for the City of Miami Beach; and WHEREAS, pursuant to Section 4.02 of the City of Miami Beach Charter, as well as Section 2-3 of the City Code, the City Manager has power to appointment directors of the City departments with the consent and conformance of the Mayor and the City Commission; and WHEREAS, the Mayor and the City Commission wish to consent to and confirm the appointment as the Director of the Office of Budget and Performance Improvement for the City of Miami Beach. NOW, THEREFORE, BE IT DULY RESOLVED THAT THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and the City Commission have consented to and confirmed the appointment of as the Director of the Office of Budget and Performance Improvement for the City of Miami Beach. PASSED and ADOPTED this __ day of-------'' 2013. ATTEST: CITY CLERK T:\AGENDA\2013\Aprii17\Kieiman OBPI Director Reso.docx 566 MAYOR APPROVED AS TO FORM 8t LANGUAGE & FOR EXECUTION