Presented by Jeff Hendry, Executive Director John Scott Dailey Florida Institute of Government

1. Overview of the John Scott Dailey Florida Institute of Government and IIMC Certification Process Presented by Jeff Hendry, Executive Director John Scott Dailey Florida Institute of Government FACC Professional Education Academy October 7, 2013 Sarasota, Florida

2. Presentation Objectives • Overview of IOG Mission, Structure, Programs and Services, and Relationship with FACC • Overview of IOG Role in IIMC Certification • Overview of IIMC Certification Process • Critical Points of Emphasis for Clerk Certification • Question and Answer Segment

3. Mission and Values • The Institute’s mission is to enhance the capacity of Florida governments to effectively serve their communities through education and training, technical assistance and applied research, and public service. • The Institute adheres to the core values of Commitment to Excellence, Learning, Balance, and Integrity.

4. Administrative Structure The Florida Institute of Government currently funds programs at six state universities: Florida State University University of Florida University of Central Florida University of South Florida Florida Atlantic University Florida Gulf Coast University The Executive Office of the Institute is administratively housed at Florida State University

5. Administrative Structure

6. Jeff Hendry Florida State University, Executive Office FSU Research Foundation Complex 3200 Commonwealth Blvd., Suite B Tallahassee, FL 32303 (850) 487-1870 SC 277-1870 FAX (850) 487-0041 jhendry@iog.fsu.edu Dr. David Colburn University of Florida Askew Institute on Politics and Society 232 Pugh Hall P.O. Box 112086 Gainesville, Florida 32611 (352) 846-1998 SC 623-1998 FAX (352) 392-6927 colburn@aa.ufl.edu Marilyn Crotty University of Central Florida 12443 Research Parkway, Suite 402 Orlando, FL 32826-3282 (407) 882-3960 SC 344-7745 FAX (407)882-3968 mcrotty@mail.ucf.edu Sarah Shannon Florida Atlantic University Building 44, Room SO 277 777 Glades Road Boca Raton, FL 33431 (561) 297-3749 Fax 561/297-4479 sshannon@fau.edu Institute Directors Angela Crist University of South Florida 4202 East Fowler Avenue, CHE 205 Tampa, Florida 33620 (813) 974-2345 SC 574-2345 FAX (813) 974-2819 acrist@cas.usf.edu Joanne Hartke Florida Gulf Coast University 8695 College Parkway, Suite 1181 Ft. Myers, Florida 33919 (239) 425-3273 SC 731-7815 FAX (239) 425-3260 jhartke@fgcu.edu

7. Institute Components • Education and Training • Technical Assistance and Applied Research • Public Service

8. Education and Training The core purpose of the Institute’s education and training programs and services is to develop, improve and enhance the knowledge, skills, and capacity of state, regional, and local government officials, executives, administrators, and staff. • Contract Workshops, seminars, and conferences conducted for individual agencies, departments, organizations, or governmental units and targeted to specific needs. • Open Enrollment Workshops, seminars, and conferences sponsored by the Institute to provide standardized training programs and services applicable to individuals or groups.

9. Education and Training Statewide and National Certification Programs • FACC/IIMC Municipal Clerks Certification • Institute for Elected Municipal Officials • Advanced Institute for Elected Municipal Officials • Public Records Management • Supervisor to Leader Program • Florida Code Enforcement Officers • Certified Public Technology Manager Program • Certified Chief Information Officer Program

10. Technical Assistance and Applied Research • The core purpose of the Institute’s technical assistance and applied research programs and services is to provide direct, or enable the delivery of, needed expertise and professional services to efficiently and effectively meet the needs of state agencies, local governments, public service nonprofit agencies, and the communities we serve. • These services are provided by in-house professional staff and through collaborative partnerships with University faculty and staff, state and local government colleagues and peers, and private sector experts.

11. Technical Assistance and Applied Research • Organizational and Community Strategic Planning • Conference and Event Planning and Management • Public Records and Information Management • Program Assessment, Evaluation and Performance Management • Local Government Comprehensive Planning Assistance • Geographic Information Systems (GIS) Services • Economic Development Planning Assistance • Association Development and Management Services • Municipal Incorporation/Feasibility Studies • Local Government Charter Reviews • Leadership Development

12. Groups Served • School Districts • Special Districts • Non-profit and Community-based Organizations • State Agencies • County and Municipal Governments • Constitutional Officers

13. Institute Partnerships and Relationships • National, Statewide and Regional Governmental Associations • Florida Association of City Clerks • International Institute of Municipal Clerks (IIMC) • Florida City and County Management Association (FCCMA) • International City and County Management Association (ICMA) • Florida League of Cities (FLC) • Northwest and Suwannee River Leagues of Cities • North Florida Economic Development Partnership (NFEDP) • Florida Association of Counties (FAC) • Florida Association of Code Enforcement (FACE) • Florida Association of Supervisors of Elections Association (FASE • Center for Florida Local Government Excellence (CFLGE)

14. IIMC Certification Overview • Role of IOG • Purpose and Value of Certification • Types of Professional Designations • Certified Municipal Clerk (CMC) • Master Municipal Clerk (MMC) • Critical Points of Emphasis • Question and Answer Segment

15. IIMC Certification Process: Role of IOG • Serve as Official State of Florida “Institute Director” * IOG at Florida State University, Officially Designated Education Liaison with IIMC * Approve and Submit Proposed FACC Fall and Summer Education Academy Curricula, FACC/IOG/CFLGE Webinars, FACC District Sponsored Education Programs, and other programs for Official IIMC Credit Approval * FACC Board of Directors, PEC and Other Professional Committee Participation and Assistance * Assist in Program/Curriculum Development and Securing High Quality Speakers

16. PURPOSE AND VALUE • Obtain and Develop Important Knowledge, Skills, and Abilities to Perform Clerk Responsibilities • Professional Recognition and Designation that KSA’s and competencies have been learned and acquired; • Personal and Professional Recognition and Distinguishment Among Colleagues and Peers • Competitive Edge in Clerk Career and Job Market

17. Types of IIMC Professional Designations • Certified Municipal Clerk (CMC) • Master Municipal Clerk (MMC)

18. Certified Municipal Clerk (CMC) Requirements 1. Serve as Municipal Clerk, Deputy Clerk, or perform core administrative duties of Municipal Clerk for Legislative Governmental Body including: a. General Management b. Records Management c. Elections d. Meeting Administration e. Management of By-Laws, Articles of Incorporation, Ordinances, etc. f. Human Resource Management g. Financial Management h. Custodian of Official Seal *Deputy Clerks and “Others” must perform at least four of the above duties*

19. Certified Municipal Clerk (CMC) Requirements 2. Active member of IIMC for minimum of 2 years 3. Sign and adhere to IIMC Code of Ethics 4. Complete and Submit Application for Admission for CMC to IIMC 5. Furnish a Letter of Sponsorship from IIMC Clerk Member; 6. Attain Required 120 hours (60 Points) in Professional Education 7. Attain Required 50 Points of Experience 8. Complete and submit to IIMC Application for CMC Designation including related documentation such as certificates, transcripts, work history proof, etc. 9. CMC designation awarded by IIMC!

20. CMC Required Education Points Must attain 120 hours/60 Points! How? a. FACC Professional Education Academy (you are here!) b. IIMC and FACC Annual Conference Sessions c. FACC District/Regional Workshops d. Other Pre-approved workshops and conference sessions e. Bachelors Degree or Higher in Public Administration or Related Field (20 points) f. Bachelors Degree or Higher in Unrelated Field (10 points) g. Associate of Arts Degree (5 points) h. Up to One-Third (20 Points) Can be attained via pre-approved Distance Learning Programs (must be approved by IIMC)

21. CMC Required Experience Points Must attain 50 Points! How? a. Full-time Municipal or Deputy Clerk (4 points per year with maximum of 40) b. Part-time Municipal or Deputy Clerk (2 points per year with maximum of 40) c. Other full-time, local government administrative positions ( 2 points, max 30) d. Administrative position in federal, state, or provincial gov’t (1 point, max 30) e. Administrative position in private business (1 point, max 30) f. Attendance at IIMC Conferences (4 points per conference, max 20) g. Attendance at regional IIMC, FACC, and FLC Conferences (1 point per 6 hours of training, max 10 points) h. Public Administration-related business/vocational courses (1 point per 10 hours of training/education, max 10 points) i. College or University Credits (1 point per credit hour, max 10 points) j. Up to one-third (20 Points) of required experience points can be attained via IIMC pre-approved Distance Learning Programs Special Note: Approved Education hours/points can be substituted for Experience Points once education points have been satisfied.

22. Master Municipal Clerk (MMC) Requirements • CMC designation in good standing • Member of IIMC in good standing • Reaffirm Commitment to IIMC Code of Ethics • Complete and submit Application for Admission into MMC Program • Attain 60 points (120 hours) in Advanced Education • Attain 40 points in Professional and Social Contributions • All points/hours earned towards the MMC designation must be dated after any prior designation (i.e., CMC designation) • Complete and Submit to IIMC Application for MMC Designation including related documentation such as certificates, transcripts, etc.; • MMC Designation Awarded By IIMC!

23. MMC Advanced Education Requirements HOW AND WHERE? • MMC-approved courses at FACC Professional Education Academy (PEA) • MMC-approved courses at IIMC Conferences • MMC approved courses at FACC Conferences • MMC-approved courses at FACC District/Regional Programs • Other pre-approved programs (e.g., IOG, League of Cities, etc.) • Up to two-thirds of MMC advanced education hours (112 hours) can be attained through distance learning (must be pre-approved by IIMC) • Academic credits from accredited universities (2 points per credit hour, max of 6 points)

24. MMC Professional and Social Contribution Requirements HOW? • IIMC Board Member • Chair of IIMC or FACC Committee • Officer of FACC • Attendee at IIMC Annual Conference • Attendee at IIMC Regional Meeting, FACC Annual Conference, FLC Conference • Presenter/Instructor (not moderator) at IIMC, FACC, or Regional Program • Active Member of IIMC or FACC Committee Advanced education points can be substituted for Professional and Social Contribution points (but not vice versa)

25. CRITICAL INFORMATION TO REMEMBER! • Complete Ideas to Action Forms (IAFs) in a thoughtful, serious manner for each education session attended and turn in to registration desk BEFORE leaving the PEA. • If you do not adequately complete the IAF for each session attended or do not turn them in, you will NOT receive credit hours or points for the session. • Remember to get your name badge SCANNED for each session you attend! • Upon receipt of each official certificate of completion, make a copy and forward the copy to IIMC. Keep the original copy of all certificates for your personal documentation that can be included when you are ready to submit your CMC and MMC Applications for Designation. You may need them to verify your hours/points. • Courses can only be used once toward certification requirements. You cannot count a course or session twice for CMC and MMC • MMC-approved courses can be used to satisfy CMC requirements; however, CMC courses cannot be used for MMC.

26. CRITICAL INFORMATION TO REMEMBER! • Education points can substitute for CMC experience points once the required number of CMC education points has been satisfied. Experience points cannot substitute for required CMC education points. • Clerks cannot begin obtaining credits toward their official MMC designation until AFTER they have officially received notification that they have achieved the CMC designation • Advanced education points can substitute for MMC Professional and Social Contribution points once the advanced education points have been satisfied. Professional and Social Contribution points cannot substitute for required MMC advanced education points/hours. • CMC and MMC candidates can only count their Bachelor or Higher Education degree, or AA degree once as part of their certification (either for CMC or MMC).

27. YOUR QUESTIONS! THANK YOU!