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HomeMy WebLinkAboutCornerstone -OSH CITY Professional Service Agreement PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is entered into upon completion of signing of all parties, by and between the City of Oshkosh, 215 Church Avenue, Oshkosh, Wisconsin 54901, and Cornerstone Consulting Solutions, 1351 Kay Drive, Kaukauna, WI 54130. 1. Project/Timeline. To create and launch a redesigned membership program and incorporate this into the overall development and fundraising plan for Oshkosh Public Museum. Work will be completed in six months, with a timeline of processes. See Attachment A. 2. Consideration. The City and Provider agree to the terms and conditions of this Agreement in return for the monetary and other consideration described herein. The parties acknowledge the receipt of the consideration and further acknowledge that the consideration given and received is of sufficient value to induce them to enter into this Agreement. 3. Component Parts of the Parties’ Agreement. For convenience, the parties agree to compile various separate documents related to this project and incorporate them into this Agreement. Therefore, the terms and conditions of this Agreement may be in multiple places, and consist of the component parts described below. The component parts may or may not be physically attached to this Agreement. Regardless of whether or not they are attached, they are considered to be fully incorporated as a part of this Agreement. The component parts of this Agreement are: a. The terms of this Professional Services Agreement, including any other documents or terms referenced and/or attached. b. Provider’s proposal dated January 5, 2026, which is attached hereto. c. The terms and conditions are listed above in order of importance. If terms and conditions in various component parts are conflicting, then the terms Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 2 and conditions in the component part first listed will control over the conflicting term and condition found in the later component part. Any changes in terms and conditions during the term of the contract are not effective unless agreed to by both parties and incorporated into a written amendment, change order or similar document. The preceding rule of interpretation may be modified by the parties in particular circumstances as described elsewhere in this Agreement or in a signed amendment, change order or other document. 4. Representatives. The parties assign the following persons as the primary contacts for their respective interests related to managing and carrying out the tasks of this Agreement. These persons may be changed upon written notice from the party making the change. For the City: a. Anna Cannizzo, Cultural and Enrichment Services Director/OPM Director b. For the Provider: Robin Kasel, CFRE, Cornerstone Consulting Solutions 5. Scope of Services. Provider shall provide the services described in the component parts identified above. Any changes must be placed in writing and signed by both parties. Changes in scope may include a need to adjust the contract amount either up or down. 6. Records and Deliverables. Reports, plans and specifications, and other information may be provided to City as deliverables for this Project. Deliverable shall be those described in Provider’s Proposal date January 5, 2026. a. Deliverables prepared under this Agreement shall become the property of the City upon completion of the services and payment in full of all monies due to the Provider. b. However, Provider may continue to use the deliverables and information therein for descriptions or discussions of this project in other contexts, and may also use some or all of the information in the deliverables in or for other projects. Any such subsequent use by Provider shall be without royalty or other fees, or obligations, to City. Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 3 c. Provider’s deliverables are intended only for use related to the Project subject to this Agreement, and are not subject to any warranty or guaranty if subsequently modified or reused for a later project. d. Documents, including deliverables, created by Provider may subsequently be viewed by, or provided to, a third person as a public record not subject to redaction or withholding by applicable law. In such instances, neither party retains control over subsequent uses of these documents and therefore neither party shall consider the other responsible for such subsequent use. 7. Term and Termination a. Term. This Agreement shall commence upon receipt of all signatures and shall terminate approximately six months later, or upon completion of the work, unless terminated earlier by one of the parties as provided below. The parties may extend this Agreement, upon written amendment to this Agreement signed by both parties. b. Termination. i. For Cause. If either party shall fail to fulfill in timely and proper manner any of the material obligations under this Agreement, the other party may, at its discretion, terminate this Agreement by written notice. In this event, the Provider shall be entitled to compensation to the date of delivery of the Notice. ii. For Convenience. The City may terminate this Agreement at any time by giving written notice to the Provider no later than 30 calendar days before the termination date. In this event, the Provider shall be entitled to compensation for work performed and allowed expenses incurred to the termination date. 8. Time of Completion. The work to be performed under this Agreement shall be commenced and the work completed within the time limits as agreed upon based on the Provider’s Proposal of January 5, 2026 and as otherwise described in this Agreement. Provider shall perform the services under this Agreement with reasonable diligence and expediency consistent with the Standard of Care. The City agrees Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 4 that the Provider is not responsible for damages arising directly or indirectly from any delays for causes beyond the Provider’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, public health emergencies, or failure of performance by the City. If the delays resulting from any such causes increase the time required by the Provider to perform its services in an orderly and efficient manner, the Provider shall be entitled to an equitable adjustment in schedule and the contract amount if applicable. 9. Suspension, Delay, or Interruption of Services. City may suspend, delay, or interrupt the Services of Provider for the convenience of City. In such event, Provider's contract amount and schedule shall be equitably adjusted. 10. Assignment. Neither party to this Agreement shall transfer, sublet or assign any rights under or interest in this Agreement (including, but not limited to, monies that are due or monies that may be due) without the prior written consent of the other party. 11. Independent Contractor. Provider is an independent contractor and is not an employee of the City. 12. Cooperation in Litigation and Audits. Provider 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). a. Cooperation is expected in connection with 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. b. Excluded from this duty of cooperation is a third party proceeding in which Provider is a named party and Provider and the City have not entered into a mutually acceptable joint defense agreement. c. Examples of expected cooperation may include, but shall not be limited to, responding to requests for documents and/or other records, and making Provider’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; (ii) appearing at the request of the City to give testimony in accordance with a subpoena or other Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 5 legal process; (iii) volunteering to the City all pert inent information related to any Litigation or Audit; and (iv) providing information and legal representations to auditors in a form and within a timeframe requested. d. City shall reimburse Provider 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. Provider shall not be entitled to additional compensation for employee services provided under this paragraph. 13. Standard of Care. The standard of care applicable to Provider's Services will be the degree of skill and diligence normally employed by professional Providers or Providers performing the same or similar Services at the time and locality said services are performed. Provider will re-perform any services not meeting this standard without additional compensation. 14. City Responsibilities. The City shall furnish, at the Provider’s request, such information as is needed by the Provider to aid in the progress of the project, providing it is reasonably obtainable from City records. Provider may reasonably rely upon the accuracy, timeliness, and completeness of the information provided by City. To prevent any unreasonable delay in the Provider’s provision of services, the City will examine all reports and other documents and will make any authorizations necessary to proceed within a reasonable time period. 15. Payment. a. The City shall pay to the Provider for the performance of the tasks described in this Agreement an amount as described in Provider’s proposal and in a total contract amount not to exceed $6,000 for the services to be performed. i. Indirect Costs. Indirect costs such as computer time, printing, copying, cell phone charges, telephone charges, and equipment rental shall be considered overhead and shall not be invoiced separately to the Project. Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 6 b. Payment. The Provider shall submit itemized monthly invoices for services. Monthly invoices should include a brief description of the task(s) performed, and the total amount billed for the task(s). The City shall pay the Provider within 30 calendar days after receipt of such statement. c. Disputed Amounts. If any statement amount is disputed, the City may withhold payment of such disputed amount and shall provide to Provider a statement as to the reason(s) for withholding payment. Amounts invoiced and not disputed shall be paid according to the regular schedule agreed upon. d. 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 services covered under the subject amendment. 16. Hold Harmless. It is the intention of the parties that each party shall be solely responsible for its own actions, inactions, and activities, including the actions and activities of its own officers, employees and agents while acting within the scope of their employment. a. The Provider covenants and agrees to protect and hold the City of Oshkosh harmless against all actions, claims, and demands which may arise related to this Project. Provider’s obligations will be to the proportionate extent caused by or resulting from the intentional or negligent acts of the Provider, its agents or assigns, its employees, or any Sub-Provider it has retained to assist with this issue. The relevant acts are those which are related to the performance of this Agreement or which are caused by or result from any violation of any law or administrative regulation. Provider shall indemnify or refund to the City all sums expended including court costs, attorney fees, and punitive damages which the City may be obliged or adjudged to pay. Claims or demands are due within thirty (30) days of the date of the City’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. b. Subject to any and all immunities and limitations contained in Wisconsin Statutes, Sec. 893.80, and any applicable part of the Wisconsin Statutes, the Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 7 City agrees to hold Provider harmless from liability, including claims, demands, losses, costs, damages, and expenses of every kind and description (including death), 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 Sub-Providers related to the performance of this Agreement or which may 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. 17. Insurance. The Provider agrees to procure and retain in good standing policies which in all respects comply with the attached City of Oshkosh Insurance Requirements for Professional Services. 18. Whole Agreement / Amendment. This document and any attachments identified or documents referenced contain all terms and conditions of the Agreement and any additions, subtractions, or alterations to the resulting Agreement shall be invalid unless made in writing, signed by both parties and incorporated as an amendment to this Agreement. 19. No Third-Party Beneficiaries. This Agreement gives no rights, benefits, or obligations to anyone other than City and Provider and therefore there are no third-party beneficiaries of this Agreement. 20. Non-Discrimination. The Provider will not discriminate in its actions related to this Agreement on the basis of race, color, creed, age, and gender, or other protected classes as otherwise prohibited by law. A breach of this term may be regarded as a material breach of this Agreement. Provider agrees that all hiring or employment related to this Agreement will not involve any discrimination against any employee or applicant for employment related to race, color, religion, sex, sexual orientation, gender identity, national origin, or other protected class as otherwise prohibited by law. 21. Public Records. The City is a governmental entity that is required to comply with Wisconsin public records laws. Provider acknowledges that Wisconsin Public Records laws assume records are available for public viewing unless there are specific other laws that prevent or limit release, and further acknowledges that documents provided to a public entity such as the City are treated by the law differently than documents provided to a private entity. Provider also acknowledges that it is a contractor of the City and therefore pursuant to Wisconsin law may be in possession of public records which are not otherwise also in the possession of the City. Provider agrees to cooperate Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 8 with the City and any public records requests. Notwithstanding any other term of this Agreement, including component parts, the City will always be allowed to treat the records as either public or as confidential according to applicable law, and to use documents in conformity with all applicable laws, including public records laws. Any action the City takes that is consistent with any applicable law shall not be considered a breach or violation of this Agreement, regardless if this Agreement or any attachment or referenced document includes terms or conditions that conflict with applicable law that the City is following. Provider may elect to challenge a public records decision by City, but must do so at its own risk and own cost, regardless of the outcome of such challenge. 22. Confidentiality. City as a public body is required by law to maintain certain levels of transparency of its activities, including those activities carried out through Providers. Therefore, only those documents related to the Project that benefit from explicit statutory protections may be redacted or withheld from release. Provider’s designation of documents or information as “confidential,” “proprietary,” or similar designation will not prevent its public viewing or use unless it is otherwise protected by law. Similarly, references to lawful protections of information and documents through intellectual property rights, trade secrets, or similar designations, will be protected only to the extent that they qualify for statutory or common law protections. As a general rule, in light of the statutory definition and required chain of custody protocols, it is unlikely that information disclosed to City would be considered a valid trade secret. Provider may elect to challenge a decision in this regard by the City, but will do so at its own risk, and its own cost, regardless of the outcome of such challenge. 23. Agreement Not to Be Construed Against Any Party. This Agreement is the product of negotiation between all parties and therefore 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 Agree ment or any term, covenant or condition contained herein. 24. No Waiver. Failure of either party to insist upon the strict performance o f 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. 25. Severability. If any term, covenant, condition or provision of this Agreement shall be adjudged invalid or unenforceable by a court of competent jurisdiction, the remainder of this agreement shall not be affected thereby and the remainder of the agreement shall be valid and enforceable to the fullest extent permitted by law. Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 9 26. Choice of Law, Venue, and Dispute Resolution. 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. The parties agree that it may be beneficial to undertake an initial mutually agreeable mediation to resolve a dispute. However, unless otherwise agreed to by the parties, all disputes shall be resolved by the judiciary. Under no circumstance shall any dispute be subject to arbitration. 27. Signatures. By placing their signatures below, each individual affirms that the entity they represent is authorized to enter into this Agreement, and further affirm that they are authorized by the entity they are representing to bind their respective parties to the terms and conditions of this Agreement. Attachment A is below Proposal of January 5, 2026 is below (Signature Page to Follow) Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 10 CORNERSTONE CONSULTING SOLUTIONS, LLC By: _____________________________ __________ Robin A. Kasel, CFRE Date CITY OF OSHKOSH By: ____________________________ __________ Rebecca Grill, City Manager Date And: _______________________________ Darla Salinas, City Clerk Approved as to form: I hereby certify that the necessary provisions have been made to pay the liability which will accrue under this contract ________________________________ David Praska, Interim City Attorney __________________________________ Julie Calmes, Finance Director Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 2/10/2026 2/10/2026 11 ATTACHMENT A: Scope of Work for Services Detail Objective – To create and launch a redesigned membership program and incorporate this into the overall development and fundraising plan for Oshkosh Public Museum. The goal of CCS is to come alongside the team at Oshkosh Public Museum providing value and coaching. I am committed to becoming an extension of the great work you already do providing an extra set of hands and feet to help Oshkosh Public Museum to have greater impact. CCS will work directly with the team to review the current membership program and operations and create and launch a redesigned membership program that will include the following: 1. Planning and Goal Setting: a. Bi-weekly in-person coaching meetings to create the framework and ultimately execution plan created and to create accountability for each tactic. b. Goal setting using the 12-week year framework c. Creating specific programmatic and goal budgets d. Budget planning e. Action plans and assignments f. Coaching on ways to approach various funders for possible sponsorship support of a membership program. g. Incorporation of membership programs into overall development strategies h. Customized feedback and solutions 2. Execution and Deliverables (approximately 10-15 hours per month) a. Goals identified and outlined including the value-added proposition. b. Identify key funding opportunities for new membership program. c. Budget creation. d. Administrative preparation for a new program rollout including creating the standards of operating procedures (SOP). e. Database clean up and preparation for membership program. f. Create and conduct a survey to current members to learn about the things they find valuable with their membership. g. Create a re-structured membership to create a more loyal base and ways to attract more members. h. Identify and execute areas for automation with new membership program. i. Create communications for both donors and members. j. Create opportunities for further ways to engage, cultivate and steward new donors with a new membership program. k. Help to create marketing and collateral materials outlining the new membership program. Investment $1,000 per month and will be billed on a monthly basis. Billing to start the month following project launch. This project would ideally take around 6 months. Final timeline and expectations will be addressed at initial meetings. **If further time is needed after six months, we can figure out a per hour billing schedule to ensure thorough completion of deliverables. Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 12 Proposal for Development Services Prepared Exclusively for: Oshkosh Public Museum January 5, 2026 Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 13 Introduction The Oshkosh Public Museum has been a part of the community for almost 100 years and has seen considerable growth during those years. With a mission of preserving and promoting history, art, and culture for Oshkosh residents and visitors by ste warding collections, creating educational experiences, and providing access to the unique heritage of the Lake Winnebago region, the Oshkosh Public Museum has established itself as a destination in Oshkosh! With recent goals to launch a new membership prog ram and increase access for their membership, the team is looking for ways to provide that value add for their memberships. A former employee was part of the Fundraising School through the local Community Foundations where she has gained so much knowledge and growth in the fundraising realm, but realizes that there is so much more to learn. Through this school, she met Robin Kasel with Cornerstone Consulting Solutions and have had a few individual coaching sessions on various projects and events. The Oshkosh Public Museum is looking to redesign their Museum membership program. Cornerstone Consulting Solutions, LLC (CCS) will partner with the Oshkosh Public Museum to create a comprehensive and implementable strategy that will work to accomplish the above goal. CCS is founded on the core values of integrity, commitment, quality, respect and trust. The mission of CCS is to support and encourage non-profit organizations to achieve greater fundraising success. Thriving on creating authentic and honest rela tionships, CCS will help form opportunities for givers to make a difference while giving joyfully. Objectives To create and launch a redesigned membership program and incorporate this into the overall development and fundraising plan for Oshkosh Public Museum. Deliverables The goal of CCS is to come alongside the team at Oshkosh Public Museum providing value and coaching. I am committed to becoming an extension of the great work you already do providing an extra set of hands and feet to help Oshkosh Public Museum to have greater impact. CCS will work directly with the team to review the current membership program and operations and create and launch a redesigned membership program that will include the following: 1. Planning and Goal Setting: a. Bi-weekly in-person coaching meetings to create the framework and ultimately execution plan created and to create accountability for each tactic. b. Goal setting using the 12-week year framework c. Creating specific programmatic and goal budgets d. Budget planning e. Action plans and assignments Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 14 f. Coaching on ways to approach various funders for possible sponsorship support of a membership program. g. Incorporation of membership programs into overall development strategies h. Customized feedback and solutions 3. Execution and Deliverables (approximately 10-15 hours per month) a. Goals identified and outlined including the value-added proposition. b. Identify key funding opportunities for new membership program. c. Budget creation. d. Administrative preparation for a new program rollout including creating the standards of operating procedures (SOP). e. Database clean up and preparation for membership program. f. Create and conduct a survey to current members to learn about the things they find valuable with their membership. g. Create a re-structured membership to create a more loyal base and ways to attract more members. h. Identify and execute areas for automation with new membership program. i. Create communications for both donors and members. j. Create opportunities for further ways to engage, cultivate and steward new donors with a new membership program. k. Help to create marketing and collateral materials outlining the new membership program. Timeline January - February 2026 Initiate planning meetings and create goals, strategy and budget. March – April 2026 Ensure systems are updated and ready for new membership rollout including database clean up. Creation of marketing collateral and communication plan. Identify any funders of potential support for membership program. May 2026 Launch the new membership program June – August 2026 Evaluate and adjust plan and strategies as needed **The goal is to have the new membership structure rolled out in time for the September 2026 Chicago Collective exhibit launch. Investment $1,000 per month and will be billed on a monthly basis. Billing to start January 2026. This project would ideally take around 6 months. Final timeline and expectations will be addressed at initial meetings. **If further time is needed after six months, we can figure out a per hour billing schedule to ensure thorough completion of deliverables. Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9 15 About Robin A. Kasel, CFRE, has over 20 years of experience in sales, project and account management and professional fundraising. She started in promotional merchandising working with clients such as Target, Kohls, Kimberly-Clark and Sam’s Club before transitioning into the professional fundraising industry with the Experimental Aircraft Association (EAA Aviation Foundation) in Oshkosh, Wisconsin. Robin has extensive, practical experience in annual fund management, strategy and fund development, capital campaigns, board management, event planning and major gift fundraising. With a degree in Psychology, she understands what drives pe ople to make their giving decisions. Robin has been a member of the Association of Fundraising Professionals (AFP) since 2014 and has received her Certified Fundraising Executive (CFRE) credential in 2020. She currently serves on the Board of Directors for Big Brothers, Big Sisters of East Central Wisconsin, the Northeast Wisconsin Chapter of AFP as the membership co -chair and serves on the Development Committee of the Women’s Fund of the Fox Valley. When not fundraising, Robin enjoys spending time with her family and training in the martial arts with her two children. She earned her second-degree black belt in karate in October, 2023. Docusign Envelope ID: 8C5C4DD8-22C0-43A0-BCBC-3CE55AE804E9