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a00� <br />INITIAL DATA REQUEST LIST <br />LEE COUNTY PERFORMANCE AUDIT <br />24 h, 1500 <br />Where possible, electronic formats are preferred <br />• <br />• <br />Item # <br />Item <br />Notes <br />0 -1 <br />County Telephone /E -mail Directory. <br />Notes <br />0 -2 <br />County Policy and Administrative Procedures Manuals. <br />Hard copy not necessary <br />L -3 <br />objectives, and other performance measures. How often is the strategic <br />if available online <br />0 -3 <br />Benefits Rate for personnel. <br />Usually a percentage <br />A-2 <br />Brief history of County highlighting significant events in the life of the <br />figure <br />0 -4 <br />Detailed organizational charts for current year and past two years for all <br />Include charts for all <br />A -3 <br />major County functional areas and departments. <br />department <br />(5-5 <br />Excel file that includes listing of all County staff, including position title, <br />if available online <br />A -4 <br />salary, full- or part-time, and work location, <br />Hard copy not necessary <br />0 -6 <br />1 Detailed budget information by functional area and department. <br />if available online <br />0 -7 <br />Strategic Plan for Lee County, if available. <br />0 -8 <br />Total County population and County staff numbers for each of the last <br />Include by Department <br />A -6 <br />three years by Department. <br />Administration <br />and Organization Leadership (A) <br />Item # <br />(L) <br />Item <br />Notes <br />Item # <br />Item <br />Notes <br />A -1 <br />Information on strategic planning efforts including mission, goals, <br />L -3 <br />objectives, and other performance measures. How often is the strategic <br />plan reviewed and /or renewed? How does it guide daily operations? <br />A-2 <br />Brief history of County highlighting significant events in the life of the <br />County that impact administration and operations today. <br />A -3 <br />Agenda for last five County Commissioner meetings with backup <br />Hard copy not necessary <br />materials. <br />if available online <br />A -4 <br />Minutes for last five County Commissioner meetings. <br />Hard copy not necessary <br />if available online <br />A -5 <br />List of County Commissioner committees, membership, frequency of <br />meeting, and purpose of the committee. <br />A -6 <br />Capital Improvement Plan, If applicable. <br />A -7 <br />List of County Manager's leadership team, cabinet or key group that <br />provides administrative counsel and recommendations. <br />A -8 <br />Copies of agendas and minutes of most recent five regularly scheduled <br />administrative meetings. <br />A -9 <br />List of regular standing administrative -level committees and members <br />by name and position, frequency of meeting & purpose. <br />A -10 <br />Staffing standards used by the County to determine any staffing <br />allocations. <br />A -11 <br />Staffing allocations by County functional area and departments. <br />Legal Services <br />Item # <br />(L) <br />Item <br />Notes <br />L -1 <br />List of the County's legal expenses for the past three years. <br />By category, function, <br />department or other <br />breakdown <br />L -2 <br />Copies of current contracts with outside legal counsel. <br />L -3 <br />Records of competitive bidding for outside legal services for the past <br />three years. <br />Evergreen Solutions, LLC Page 1 of 5 <br />