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HomeMy WebLinkAboutOPD/Better Dash Faster Consulting 11.6.2019AV Oshkosh PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT, made on the 6th day of NOVEMBER, 2019 by and between the CITY of OSHKOSH, hereinafter referred to as CITY, and BETTER DASH FASTER CONSULTING/REINVENTION, LLC, 613 ENGLEHART DRIVE, MADISON, WI 53713, hereinafter referred to as the CONSULTANT. WITNESSETH: That the CITY and the CONSULTANT, for the consideration hereinafter named, enter into the following Agreement. COMPONENT PARTS OF THE AGREEMENT This Agreement consists of the following component parts, all of which are as fully a part of this Agreement as if herein set out verbatim, or if not attached, as if hereto attached: 1. This Instrument 2. Consultant's Professional Services Proposal dated November 5, 2019, and attached hereto. In the event that any provision in any of the above component parts of this Agreement conflicts with any provision in any other of the component parts, the provision in the component part first enumerated above shall govern over any other component part which follows it numerically except as may be otherwise specifically stated. D RECki'+'� CITY REPRESENTATIVE NOV 19 2019 The CITY shall assign the following individual to manage this Agreement: CITY C -',' ``-'�E (JOHN FITZPATRICK, ASSISTANT CITY MANAGEWDIR. OF ADMIN SERVICES) SCOPE OF WORK The CONSULTANT shall provide the services described in the CONSULTANT's attached Professional Services Proposal. CITY may make or approve changes within the general Scope of Services contained within the Professional Services Proposal and in this AGREEMENT. If such changes affect CONSULTANT's cost or time required for performance of the services, an equitable adjustment will be made through an amendment to this AGREEMENT. City Hall, 215 Church Avenue P.O. Box 1130 Oshkosh, WI 54903-1130 http://www.cl.oshkosh.wi.us RECORDS AND INSTRUMENTS OF SERVICE All reports, drawings, software, data, computer files, and other materials, documents and instnmlents prepared by the CONSULTANT as instruments of service shall remain the property of the CITY. Any document related to this agreement, whether in electronic or paper form, is considered a public record and shall be provided to the City upon request. The CONSULTANT may provide the City with an explanation of why they believe any document should not be released to the public. The City shall make all final determinations regarding the existence or release of any document related to this agreement. TERM AND TERMINATION A. Term. This Agreement shall commence upon mutual acceptance by both parties and will be completed by February, 2020, unless terminated earlier by one of the parties as provided below, except that MY may extend this Agreement, upon written notice to CONSULTANT. B. Termination. 1. For Cause. If either party shall fail to fulfill in timely and proper manner any of the obligations under this Agreement, the other party shall have the right to terminate this Agreement by written notice. In this event, the CONSULTANT shall be entitled to compensation to the date of delivery of the Notice. 2. For Convenience. The CITY may terminate this Agreement at any time by giving written notice to the CONSULTANT no later than 30 calendar days before the termination date. TIME OF COMPLETION The CONSULTANT shall perform the services under this Agreement with reasonable diligence and expediency consistent with sound professional practices. The CITY agrees that the CONSULTANT is not responsible for damages arising directly or indirectly from any delays for causes beyond the CONSULTANT's control. For the purposes of this Agreement, such causes include, but are not limited to, strikes or other labor disputes, severe weather disruptions or other natural disasters, or failure of performance by the CITY. If the delays resulting from any such causes increase the time required by the CONSULTANT to perform its services in an orderly and efficient manner, the CONSULTANT shall be entitled to an equitable adjustment in schedule. SUSPENSION, DELAY, OR INTERRUPTION OF WORK CITY may suspend, delay, or interrupt the Services of CONSULTANT for the convenience of C=. In such event, CONSULTANT's contract price and schedule shall be equitably adjusted. ASSIGNMENT CONSULTANT shall not have the right to assign this Agreement without the written prior consent of the City. INDEPENDENT CONSULTANT CONSULTANT is an independent CONSULTANT and is not an employee of the CITY. COOPERATION IN LITIGATION AND AUDITS CONSULTANT shall fully and completely cooperate with the City, the City's insurer, the City's attorneys, the City's Auditors or other representative of the City (collectively, the "City" for purposes of this Article) in connection with (a) any internal or governmental investigation or administrative, regulatory, arbitral or judicial proceeding (collectively "Litigation") or internal or governmental Audit, with respect to matters relating to this Agreement, other than a third party proceeding in which CONSULTANT is a named party and CONSULTANT and the City have not entered into a mutually acceptable joint defense agreement. Such cooperation may include, but shall not be limited to, responding to requests for documents and/or other records, and making CONSULTANT's employees available to the City (or their respective insurers, attorneys or auditors) upon reasonable notice for: (i) interviews, factual investigations, and providing declarations or affidavits that provide truthful information in connection with any Litigation or Audit, (H) appearing at the request of the City to give testimony without requiring service of a subpoena or other legal process; (iii) volunteering to the City all pertinent information related to any Litigation or Audit; and (iv) providing information and legal representations to auditors in a form and within a timeframe requested. City shall reimburse CONSULTANT for reasonable direct expenses incurred in connection with providing documents and records required under this paragraph and may require, at the City's sole discretion, such expenses to be documented by receipts or other appropriate documentation. Reasonable direct expenses include costs, such as copying, postage and similar costs; but do not include wages, salaries, benefits and other employee compensation. CONSULTANT shall not be entitled to additional compensation for employee services provided under this paragraph. STANDARD OF CARE The standard of care applicable to CONSULTANT's Services will be the degree of skill and diligence normally employed by professional CONSULTANTs or consultants performing the same or similar Services at the time said services are performed. CONSULTANT will re -perform any services not meeting this standard without additional compensation. CITY RESPONSIBILITIES The CITY shall furnish, at the CONSULTANT's request, such information as is needed by the CONSULTANT to aid in the progress of the project, providing it is reasonably obtainable from City records. CONSULTANT may reasonably rely upon the accuracy, timeliness, and completeness of the information provided by CITY. To prevent any unreasonable delay in the CONSULTANT's work, the CITY will examine all reports and other documents and will make any authorizations necessary to proceed with work within a reasonable time period. PAYMENT A. The Agreement Sum. The CITY shall pay to the CONSULTANT for the performance of the Agreement the amount of $3,995.00 in the Cost Proposal of the Consultant's Professional Services Proposal. B. Method of Payment. The CONSULTANT shall submit itemized monthly statements for services. The CM shall pay the CONSULTANT within 30 calendar days after receipt of such statement. If any statement amount is disputed, the CITY may withhold payment of such amount and shall provide to CONSULTANT a statement as to the reason(s) for withholding payment. C. Additional Costs. Costs for additional services shall be negotiated and set forth in a written amendment to this Agreement executed by both parties prior to proceeding with the work covered under the subject amendment. HOLD HARMLESS The CONSULTANT covenants and agrees to protect and hold the City of Oshkosh harmless against all actions, claims, and demands which may be to the proportionate extent caused by or result from the intentional or negligent acts of the CONSULTANT, its agents or assigns, its employees, or its SUBCONSULTANTs related to the performance of this Agreement or be caused or result from any violation of any law or administrative regulation, and shall indemnify or refund to the CITY all sums including court costs, attorney fees, and punitive damages which the CITY may be obliged or adjudged to pay on any such claims or demands within thirty (30) days of the date of the CTTY's written demand for indemnification or refund for those actions, claim, and demands caused by or resulting from intentional or negligent acts as specified in this paragraph. Subject to any limitations contained in Sec. 893.80 and any similar statute, of the Wisconsin Statutes, the City further agrees to hold CONSULTANT harmless from any and all liability, including claims, demands, losses, costs, damages, and expenses of every kind and description (including death), which may be to the proportionate extent caused by or result from the intentional or negligent acts of the CITY, its agents or assigns, its employees, or its SUBCONSULTANTs related to the performance of this Agreement or be caused or result from any violation of any law or administrative regulation, where such liability is founded upon or grows out of the acts or omission of any of the officers, employees or agents of the City of Oshkosh while acting within the scope of their employment. It is the intention of the parties to this Agreement that each party shall be solely responsible for its own actions and activities and the actions and activities of its own officers, employees and agents while acting within the scope of their employment INSURANCE The CONSULTANT agrees to abide by the attached City of Oshkosh Insurance Requirements for Professional Services. WHOLE AGREEMENT / AMENDMENT This document and any specified attachments contain all terms and conditions of the Agreement and any alteration thereto shall be invalid unless made in writing, signed by both parties and incorporated as an amendment to this Agreement. NO THIRD -PARTY BENEFICIARIES This AGREEMENT gives no rights or benefits to anyone other than CITY and CONSULTANT and has no third -party beneficiaries. AGREEMENT NOT TO BE CONSTRUED AGAINST ANY PARTY This Agreement is the product of negotiation between the parties hereto and no term, covenant or provision herein or the failure to include a term, covenant or provision shall be construed against any party hereto solely on the basis that one party or the other drafted this Agreement or any term, covenant or condition contained herein. NO WAIVER Failure of either party to insist upon the strict performance of terms and provisions of this agreement, or any of them, shall not constitute or be construed as a waiver or relinquishment of that party's right to thereafter enforce such term or provision, and that term of the provisions shall continue in full force and effect. NON-DISCRIMINATION The Operator agrees not to discriminate in its operations under this Agreement on the basis of race, color, creed, age, and gender, or as otherwise prohibited by law. A breach of this covenant may be regarded as a material breach of this Agreement SEVERABILITY If any term, covenant, condition or provision of this agreement shall be invalid or enforceable, the remainder of this agreement shall not be affected thereby the remainder of the agreement shall be valid and enforceable to the fullest extent permitted by law. CHOICE OF LAW AND VENUE The laws of the State of Wisconsin shall govern the interpretation and construction of this Agreement. Winnebago County shall be the venue for all disputes arising under this Agreement. IN WITNESS WHEREOF, the City of Oshkosh, Wisconsin, has caused this contract to be sealed with its corporate seal and to be subscribed to by its City Manager and City Clerk and countersigned by the Comptroller of said City, and CONSULTANT hereunto set its hand and seal the day and year first above written. In the Presence of: CONSULTANT (Seal of CONSULTANT if a Corporation.) APPROVED: Name �of Company/Firm By:Walter Tankowski of Better Dash Faster. LLC / Reinvention. LLC Reinvention Consultant and President (Specify Title) CITY OF OSHKOSH By: k A. Rohloff, Ci Manager < aAnd: Lerk Pamela R. Ubrig, City Clerk I hereby certify that the necessary provisions have been made to pay the liability which will accrue under this contract v4:7� - "City Comptroller Strategic Planning Proposal November 5, 2019 Prepared for Prepared for John Fitzpatrick, Assistant City Manager Kortney Jenks, Organizational5pecialist John Fitzpatrick, Assistant City Manager Kortney Jenks, Organizational Specialist Dear John and Kortney, Better Dash Faster Consulting, LLC respectfully submits to you this proposal for strategic planning services. We have worked over the years to create a streamlined planning process that produces a high -quality, affordable, and successful strategic plan. Summary of Proposed Approach Based on what you have requested, Better Dash Faster, LLC recommends the following process, deliverables and cost associated with each. This process can begin as earlv as November, 2019 and complete by February, 2020. Phase Activity & Output I Deliverable Phase 0 Activities: Finalize approach, participants, logistics, schedule, etc. and kick-off to Finalize Scope and planning participants $600 Approach Deliverables: • Approach, timeline, required meetings ready to be set-up Phase 1 Gather and review previous plan Envisio updates Gather Data and Prep and deliver on-line survey, compile results, prep and deliver $1,730 Prep strategic planning materials Assess Activities: Facilitated strategic planning session(s) Deliverables: Phase 2 • One -page Strategic Plan (Strategic Goals, Objectives, Success Measures) Strategic Planning • Detailed Strategic Action Plan with Goals, Objectives, Strategies/Actions, $4,720 Session Assigned Owners • Milestone Report Out and Schedule • Update Envisio tracking stem Sub -Total $7,050 Great Customer Discount 1 ($3,055) Total Cost $3,995 Distinguishing Characteristics of Our Proposal: Better -Faster Our strategic planning approach is reflected in our name: better- faster. We have designed our process to gather key stakeholders', and staff input while minimizing the time spent. Developing a successful plan can be relatively easy, but executing the plan is hard. We help your organization develop the plan quickly, assign ownership, build accountability, and establish practical measures to track your progress. The City of Oshkosh controls the throttle: we can accommodate the pace you wish to keep based on your resources and requirements. Once the schedule is established, Better Dash Faster works very quickly to get the plan developed so you can start working on it. Better Dash Faster, LLC has an established track record of providing the services that the City of Oshkosh is requesting with Wisconsin clients including Oshkosh Convention and Visitor's Bureau, City of Oconomowoc, City of Monona, Milwaukee County, Portage County, St. Croix County, and many others. Thank you for your consideration. Please feel free to contact Better Dash Faster, LLC with any questions or requests. BETTERDASH QA FASTER loftOshkosh Strategic Planning Proposal CONSULTING on our conversations, below is a DRAFT set of services / process that will be provided: MethodActivity Output Supervisor, Department 1. Review of Progress on 2019-20 Strategic Plan • Survey results Nov 8, 2019 Head, and Council On-line • What is the importance? packet for to Nov 30, Survey • How well have we executed? planning 2019 • What do we need to carry forward? • What else do we need to do to progress toward goal? 11. Improvement Opportunities • What other initiatives / opportunities for improvement do we need to do? III. Social Issues Supervisor and I. Welcome and Introductions Top Priorities Jan 8 & 9, Department Head II. General Overview of Survey Results from the 2020 Planning Sessions III. Strategic Plan Progress Results Gap Supervisors and Analysis — What are the biggest gaps? Department IV. Improvement Opportunities Heads V. Proposed Changes to Plan Proposed VI. Top 5 Priorities updates to VII. Next Step strategic plan Council and Department I. Welcome and Introductions Next Draft of End of Jan / Head Planning Session II. General Overview of Survey Results Strategic Plan Beginning of III. Strategic Plan Progress Results Gap Feb Analysis — What are the biggest gaps? IV. Improvement Opportunities V. Proposed Changes to Plan VI. Top 5 Priorities VII. Next Step Meet with Department Final edits to plan • Plan to present February Heads to Finalize Plan to Council What you are buying: 1. Master facilitator and trainer 2. Professional consulting services and strategic plan deliverables 3. All materials and handouts 4. All travel expenses and mileage It is my pleasure to provide the City of Oshkosh with this proposal. BETTER Walter Jankowski DASHReinvention Consultant FASTER 613 Englehart Drive Madison, WI 53713 CONSULTING (608)225-8219 Walter.JankowskiOgmall.com www.betterdashfaster.com BETTER'. DFASTER ASH 2 of 2 WQshkosh Strategic Planning Proposal CONSULTING