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CCR1995248COMMON RESOLUTION #248-95 APPROVAL OF CONTRACT BETWEEN THE CITY AND DAVID M. GRIFFITH 6 ASSOCIATES, LTD. FOR PERSONNEL STUDY BE IT RESOLVED that the Common Council of the City of Muskego David M. Griffith 6 Associates, Ltd. for Personnel Study subject approves the attached Contract, as amended, between the City and to review by the City Attorney. BE IT FURTHER RESOLVED that the expenses referred to in No. 4 of the contract of up to 5% of actual contract or $850 shall be paid from Contingency. BE IT FURTHER RESOLVED that the Mayor and Clerk are authorized to execute the contracts in the name of the City. DATED THIS 18th DAY OF DECEMBER , 1995. SPONSORED BY: Mayor David L. De Angelis Deferred 12/12/95 This is to certify that this is a true and accurate copy of Resolution #248-95 which was adopted by the Common Council of the City of Muskego. 12/95 jmb COMMON COUNCIL - CITY OF MUSKEG0 RESOLUTION #248-95 DAVID M. GRIFFITH & ASSOCIATES, LTD. FOR PERSONNEL STUDY APPROVAL OF CONTRACT BETWEEN THE CITY AND approves the attached Contract between the City and David M. BE IT RESOLVED that the Common Council of the City of Muskego Griffith E, Associates, Ltd. for Personnel Study subject to review by the City Attorney. BE IT FURTHER RESOLVED that the Mayor and Clerk are authorized to execute the contracts in the name of the City. DATED THIS DAY OF , 1995. SPONSORED BY: Mayor David L. De Angelis \ - Deferred 12/12/95 This is to certify that this is a true and accurate copy of City of Muskego. Resolution #248-95 which was adopted by the Common Council of the City Clerk 0 PROFESSIONAL CONSULTING SERVICES AGREEMENT TO PROVIDE TO CITY OF MUSKEGO, WISCONSIN THIS AGREEMENT, entered into by and between David M. Griffith 8 Associates, Ltd., 630 Dundee Rd., Suite 200, Northbrook, IL, an Illinois corporation; (hereinafter called the "Consultant") and the City of Muskego, Wisconsin (hereinafter called the "City"), WITNESSETH THAT WHEREAS, The City would like development and implementation of a comprehensive, objective, Classification and Compensation pay plan and an organizational assessment of creating a Finance Department, and WHEREAS, The City desires to engage the Consultant to assist in developing a plan and an assessment to allow the City to accomplish the above objective, and WHEREAS, the Consultant is staffed with personnel knowledgeable and experienced in the requirements of conducting such an analysis for the City, NOW THEREFORE, the parties hereto mutually agree as follows: 1, Employment of Consultant. The City agrees to engage the Consultant and the Consultant herebv aarees to perform the services set forth in " 0 Section 2, below. 2. ScoDe of Services. The Consultant shall do, perform, and carry out in the highest professional manner the development and 'implementation of a comprehensive, objective, Classification and Compensation pay plan, along with an Scope of Services are outlined in the December 11, 1995 Proposal to Conduct a assessment of the organizational structure to create a Finance Department. The Comprehensive Compensation and Classification Study, the December 11, 1995 Proposal to Perform an Organizational Assessment of Creating a Finance Department, Administrative Arrangements found in Appendix A for the Classification and Compensation plan, and Appendix B for the Organizational Assessment, attached as part of this agreement. 3. Time of Performance. The services to be performed hereunder by the Consultant shall be undertaken and completed in such sequence as to assure their expeditious completion and best cany out the purposes of the engagement. A draft the Classification and Compensation plan, and 12 weeks from execution of contract for report to the City will be delivered no later than 16 weeks from execution of contract for the Organizational Assessment. Time is of the essence. The final report will be submitted as soon as practical thereafter as agreed to by the Client and Consultant. part by the City or forces de majeur, Provided however, Consultant shall not be responsible for delays caused in whole or in subcontractors a sum not to exceed $17,000 for all services required herein. Expenses 4. Compensation. The City agrees to pay the Consultant and its incurred throughout the project shall be in addition to the above figure and will be billed 0. as they are incurred. Expenses will be limited to travel, lodging, and reproduction and I shall not exceed the greater of 5% of actual contract or $850. Hourly rates in performance of this contract shall be as indicated in Appendix C. The price does not include services provided by DMG following submission of its final report and recommendations. In the event DMG is required to provide documents or testimony in response to claims, demands or actions by third parties, DMG shall bill the City for services rendered based on then current professional fees and expenses incurred. No tasks shall be undertaken without prior notification to the City. This provision is intended to apply only to third party actions based on the City's implementation of DMG's report and findings. 5. Method of Payment. The City shall pay Consultant consistent with the following: $4,250 (Four Thousand Two Hundred Fifty) after acceptance of this Agreement, $4,250 after the first month, $1700 after the third month (payable within 30 days), $2550 after the fourth month (payable within 30 days), and the balance of $4,250 within 30 days after the final report is delivered to the City. The sum of all payments shall not exceed$17,000 with expenses being billed as an additional amount and as they are incurred. Administrative Arrangements of the Consultant to be performed hereunder, Such 6. Changes. The City may from time to time, require changes to the changes, which are mutually agreed upon by and between the City and the Consultant, shall be incorporated in written amendment($ to this agreement. furnish the Consultant with all available necessary information, data, and materials 7. Services'and Materials to be Furnished by the City. The City shall pertinent to the execution of this agreement when requested by the Consultant. The City shall cooperate with the Consultant in carrying out the work herein, and shall provide adequate staff for liaison with the Consultant and other agencies of appropriate municipal government. Consultant shall fail to fulfill in timely and proper manner its obligation under this 8. Termination of Agreement for Cause. If, through any cause, the agreement, the City shall have the right to terminate this agreement with cause, by giving written notice to the Consultant of such termination and specifying the effective date thereof, at least fifteen (15) days before the effective date of such termination. If this agreement is terminated, the City shall pay for the hours actually worked until the termination and the actual-out-of -pocket expenses incured by the Consultant which Analyst; $85 Consultant; $125 Manager, The City shall not be responsible for any may be reimbursable under this Agreement. Hourly rates shall be as follows: $65 hours worked or expenses incurred on matters that are outside the scope of the study as described in Appendix A and Appendix B or which are directly related to the cause of termination. Upon receipt of the notice of termination, the Consultant shall only incur such additional hours and out-of-pocket costs as are necessary for the termination of the agreement and which are agreed upon in writing by the City. The Consultant shall, on or before the effective date of termination, provide to the City all work products generated pursuant to this agreement. 9. Information and Reports. The Consultant shall, at such time and in of the project, such statements, certificates, approvals, and copies of proposed and such form as the City may require, furnish such periodic reports concerning the status 2 executed plans and claims and other information relative to the project as may be requested by the City. The Consultant shall furnish the City. upon request, with copies of all documents and other materials prepared or developed in conjunction with or as part of the project. accurate records with respect to all matters covered under this agreement. The City 10. Records and Inspections. The Consultant shall maintain full and shall have free access at all proper times to such records, and the right to examine and audit the same and to make transcripts therefrom, and to inspect all program data, documents, proceedings, and activities. 11, Accomplishment of Project. The Consultant shall commence, carry out, and complete the project with all practicable dispatch, in a sound economical and efficient manner, in accordance with the provisions thereof and applicable laws. In accomplishing the project, the Consultant shall take such steps as are appropriate to insure that the work involved is properly coordinated with related work being carried on in the City in accordance with the terms of this Agreement. 12. Provisions Concerning Certain Waivers. Subject to applicable law, any right or remedy which the City may have under this contract may be waived in writing by the City by a formal waiver, if, in the judgment of The City, this contract, as so modified, will still conform to the terms and requirements of pertinent laws. 13. Matters to be Disregarded. The titles of the several sections, subsections, and paragraphs set forth in this contract are inserted for convenience of reference only and shall be disregarded in construing or interpreting any of the provisions of this contract. 14. Completeness of Contract. This contract and any additional or supplementary documents or documents incorporated herein by specific reference contain all the terms and conditions agreed upon by the parties hereto, and no other agreements, oral or otherwise, regarding the subject matter of this contract or any part hereof shall have any validity or bind any of the parties hereto. 15. Indemnification. Each party shall be responsible for its own acts and will be responsible for all damages, costs, fees and expenses which arise out of the performance of this Agreement and which are due to that party's own negligence, tortious acts and other unlawful conduct and the negligence, tortious acts and other unlawful conduct of its respective agents, officers and employees. In the absence of negligence in Consultant's performance hereunder, the City shall defend, indemnify and hold Consultant free and harmless from and against any claims, demands, actions, damages, expenses, fees and liabilities arising by virtue of any and all claims, demands or actions brought by third parties which are related in any way to City's implementation of Consultant's recommendations and findings. 16. City Not Obligated to Third Parties. The City shall not be obligated or liable hereunder to any party other than the Consultant. 17 When Rights and Remedies Not Waived. In no event shall the making by the City of any payment to the Consultant constitute or be construed as a waiver by the City of any breach of covenant, or any default which may then exist, on the part of Consultant, and the making of any such payment by the City while any such to the City in respect to such breach or default. breach or default exists shall in no way impair or prejudice any right or remedy available 3 18. Copyright. City acknowledges that the appraisal forms, job description formats, comprehensive position questionnaire, compensation and classification plan and reports to be provided by Consultant are copyrighted. City agrees that all ownership rights and copyrights thereto lie with Consultant. City may use them solely for and on behalf of City’s operations. 19. Personnel. The Consultant represents that he has, or will secure at his own expense, ail personnel required in performing the services under this agreement. Such personnel shall not be employees of or have any contractual relationship with the City. All of the services required hereunder will be performed by the Consultant or under his supervision, and all personnel engaged in the work shall be fully qualified to perform such services. 20. Notices. Any notices, bills, invoices, or reports required by this agreement shall be in writing and shall be given either by personal delivery or by mail and shall be deemed given or made when personally delivered, or then deposited in the United States mail, postage paid, to the respective addresses noted below: If to the City: Mr David DeAngelis City of Muskego, WI W182 S8200 Racine Ave Muskego, WI 53150 If to the Consultant: Ms. Sally Rogers David M. Griffith & Associates, Ltd 2445 Darwin Road Suite 201 Madison, Wisconsin 53704 In Witness Whereof, the City and the Consultant have executed this . agreement as of the date first written above. , City of Muskego, Wiscons, . David M. Griffith 8 Associates, Ltd. , Senior Manager 4 APPENDIX A ADMINISTRATIVE ARRANGEMENTS CLASSIFICATION AND COMPENSATION PLAN The professional fees and services are based on the following understandings: DMG will hold a total of three orientation sessions with employees. Union representatives will be invited to attend one of the meetings. We will evaluate up to 50 classifications. Each additional classification added to the study will be evaluated and a position description produced f0r.a fee of $175 per classification. City management will provide DMG with completed~ Comprehensive Position Questionnaires (CPQs) that have been reviewed and approved by appropriate managers. City management will provide us with a determination as to whether each position is currently treated as exempt or non-exempt. DMG will analyze the FLSA status of each classification and recommend FLSA designation. DMG will conduct up to 8 grade reviews at no additional cost. Should more than this number be requested, we will conduct them at an $85 hourly rate. We have provided for a two week appeal period during which time employees may complete our grade review forms and submit them to DMG in writing. No requests for grade review beyond this two week period will be accepted. The analysis of market pay will include several exisfing data sources. DMG will not conduct a separate survey for this project. DMG will submit a preliminary final report, which will be followed by a review period, prior to the issuance of the final report, during which we will attend one additional meeting, if requested, to discuss the draft report, if requested by the City. We will be available to make a final presentation to one meeting of the City Council. On the same day as the Council meeting, DMG will attend 2 meetings with employee groups to explain the study’s findings and recommendations. Union representatives will be invited to attend one of the meetings. Fees and expenses associated with any additional presentations or meetings, subsequent to the production of the final report and employee meetings will be invoiced separately at $85 per hour, We will provide sufficient copies of the final report for each member of the City Council, the Mayor, plus an additional 5 copies, and a camera-ready original for the City to use for additional copies. Our fee is based on the assumptions presented above. Any additional work required beyond the scope of this proposal, such as additional presentations not specified in the proposal, or follow-up services, would be billed at our standard hourly rates for professional services. !O APPENDIX B ADMINISTRATIVE ARRANGEMENTS ORGANIZATIONAL ASSESSMENT ‘0 Subtask la: Pre-Proiect Kickoff. Upon acceptance of our proposal and contract, DMG will schedule the project kickoff meeting and initial on-site visits and interviews. DMG will also send the City a detailed list of the background materials and information needed to proceed with the project (much of which we hope to have provided to us prior to the kickoff meetings). Subtask lb: Proiect Kickoff. DMG will meet with the Steering Committee and other officials, as appropriate, to introduce our staff; review and confirm the work plan and schedule; identify project liaisons; discuss interim meeting dates; discuss scheduling of interviews and on-site visits; discuss confidentiality requirements and procedures; and define logistical arrangements. Subtask lc: Additional Data Collection. On an on-going basis throughout the project, we may request and collect pertinent background materials and reports that we are referred to during our fact finding visits and interviews. Subtask id: Onqoinq Proiect Manaaement. DMG will hold Steering Committee and project review meetings, and conduct project administration on an as needed basis throughout the course of the project. Due to price considerations, most of the project review meetings will be in the form of telephoneconferences between the City and project team. Task 2: Fact Finding Subtask 2a: Interviews. Site Visits, and Document Reviews. During this phase we will conduct interviews with the following individuals: Mayor Interested members of the Common Council ClerWComptroller Treasurer Deputy Treasurer Deputy Clerk Assistant File Clerk Bookkeeper Assistant Bookkeepers Receptionist Sewer and Water Utility Clerks (together) Voter Registration Clerk Subtask 2b: Visit work sites, and review operations and facilities. During our fact finding, we will visit employees in their work settings and observe operations with little or no interruption in work activities. APPENDIX B Task 3: Analysis and Review of Data Subtask 3a: Orqanizational Analysis. DMG will prepare an analysis of the financial related services provided by the offices of the City ClerWComptroller, City Treasurer, and any other involved City departments including a review of the administration, chain of command, communication (internal and external), and staffing/allocation of resources. Subtask 3b: FOIIOW-UP Interviews. DMG will conduct follow-up interviews as needed to confirm data, and fill in gaps in the data or other information as needed. Task 4: Draft Report Subtask 4a: Development of Draft Report. DMG will compile our analysis and findings into a written draft report with recommendations to be sent to the Steering Committee for its review. Subtask 4b: Citv Review of Draft Report. City officials will review the draft report in order to prepare comments and suggestions for the consultant to consider in the development of the final report. Subtask 4c: DMG Review of City Comments. DMG will meet with the Steering Committee and other appropriate City officials to review their comments on the draft report. Task 5: Final Report Subtask Sa: Development of Final Report. Based on the City's comments on the draft report, DMG will compile and deliver thirteen (13) copies of the final report. Task 6: Final Presentation Subtask 6a: Presentation of Final Report. After the submission of the final report, DMG will meet before appropriate City officials and/or committees to present and review the findings and recommendations contained in the final written report. 2 Analyst ....... ...... ....... Consultant ............ Manager .................................. $65 .... $85 ................. $125 APPENDIX C CONSULTANT HOURLY RATES I December 18, 1995 To Whom It May Concern: This to certify that Denny Malinowski is a Senior Manager with David M. Griffith & Associates, Ltd. At its Board of Directors meeting on March 10, 1995 the Company adopted policies governing contract authority for employees. Mr. Malinowski is authorized to enter into contracts for amounts up to $100,000. RESOLVED, all proposal and contract signing authority previously granted to Company employees is hereby superseded by the following authorities. ErnploveelPosition Board Member Vice President Huelsman & Steele & Lauria Senior Manager Maximum Contract 8 Proposal Sianing Authority Up to $500.000. Proposals or Contracts over this amount require the President's approval. Up to $250.000. Proposals or Contracts over this amount require a Board Member's approval. Up to $250.000. Proposals or Contracts over this amount require a Board Member's approval. Up to $1 00.000, with the prior written authorization of a vice President. All other employees are required to have all proposals or contracts signed by an officer with appropriate contract signing authority. If there are significant areas of exposure in the contract language, the contract must be reviewed by legal counsel. Motion: Brown Second: Masw