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Home My WebLink AboutPUBLIC SECTOR PERSONNEL CONSULTANTS - 2016INSURANCE NOT ON FILE WORK MAY NST PROCEED CLERK OF COUNCIL DATE:�1l C NSU>LTANT AGREE1ViENT A-2016-314 THIS AGREEMENT is made and entered into this 15th day of November, 2016 by and between Public Sector Personnel Constiltants ("Consultant"') and the City of Santa Ana, a charter city and municipal corporation organized and existing tinder the Constitution and laws of the State of California ("City°,). RECITALS A. The City desires to retain a consultant and having special skill and knowledge in the field of conducting employee classification and compensation. City put out a request for proposals for an employee classification and compensation study. B. Consultant responded to City's request for proposal and was selected as the most qualified. Consultant represents that Consultant is able and willing to provide such services to the City as outlined in its proposal in response to City's request for proposal. C. In undertaking the performance of this Agreement, Consultant represents that they are knowledgeable in their field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as rn.ay reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the rn-otual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows.; 1. SCOPE OF SERVICES Generally, Consultant shall provide a classification and total compensation survey for SEM classifications. See Exhibit A. 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services, the rates and charges identified in Exhibit B. The total sum to be expended 'udder this Ag=ment shall not exceed $140,000.00 during the terra of this Agreement, b. Payment by City shall be grade within thirty (30) days following receipt of proper invoice evidencing; work performed., subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on November 1S, 2016 and terminate on ,November .15, 2017, unless terminated earlier pursuant to Section 12, below. The term of this Agreement may be extended upon a writing executed by the City Manager and the City Attorney for up to one (1) Year, 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire tern of this, Agreement, be construed to be an independent contractor and not an employee of the City, This Agreement is not intended nor shall it be construed to create an ernployer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant perforans the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to its employees and shall be responsible for ail applicable withholding taxes. S. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall inaintain and shall require its Subcontractors, if any, to obtain and maintain insurance as described below: a, Commercial General liability Insurance. Consultant shall maintain commercial general liability insurance namiag.the City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising; out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving; vehicles, The a111ounts of insurance shall be not Less than the following; single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Consultant shall supply City with a fully executed additional insured endorsement in substantially the form attached hereto as Exhibit C upon execution of'this Agreement. b. Business automobile liability insurance, or equivalentform, with a combined single lirnit of not less than $1,000,000 per occurrence, Such insurance shall include coverage for owned, lured and non -owned autornobiles. c. Worker's Compensation InAtrance. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self-insurance, Prior to cornmencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain anyemployer's liability insurance with limits not less than $1,000,000 per accident. d. if Consultant is or employs a licensed professional such as an architect or engineer: Professional liability (errors and omissions) insurance, with a combined single limit of not kens than $1,000,000 per claim with $2,000,000 in the aggregate. e. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: (i) Consultant shall maintain all, insurance required above in full farce and effect for the entire period covered by this A.greernent. (ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City. (iii) Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. f. If Consultant rails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is ire force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreeirrent. Such termination shall not affect Consultant's right to be paid for its time and materials expended prior to notification of termination, Consultant waives the right to receive oonipensation and agrees to indeannify the City for any work performed prior to approval of insurance by the City. 6. INDEMNIFICATION Consultant agrees to and shall indemnify, defend, and hold harmless the City, its officers, agents, employees, considtants, counsel, and representatives from liability for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims: (i) for personal injury, including death, and claims for property damage, arising from the direct or indirect operations oft e Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in Section I of this Agreement; and (2) from any claiin that personal injury, damages, just compensation, restitution, .judicial or equitable relief is due by reason of effects arising from this Agreement. This inderanity and hold harmless agreement applies to all claims for damages, jeast compensation, restitutinn,.ir.rdic;ial or equitable relief suffered, or alleged to have been suffered, by reason of the events reFerred to in this Section. The Consultant further agrees to inder;nnify, hold harmless, and pay all casts for the defense of the City, including fees and casts for counsel to be selected by the City, regarding any action by a third party asserting that personal injury, damages, just compensation, restitution, judicial or eclWtable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding, i, CONFIDENTIALITY If Consultant receives from the City information which due to the mature of Stich information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of'this Agreement, and further agrees to exercise the same degree; of care it uses to protect its owl' information of like importance, but in no event less than reasonable care?, "Confidential Information" shall include all nonpublic information, Confidential inforrnat,ion includes not only written information, but also information transferred orally, visually, electronically, or by other rrreans. Conti.deratial Warmation disclosed to eithor party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any ir0armation that (a) has been disclosed in publicly available sources, (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession, of the Consultant Without an obligation of confidentiality, (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City, $. CONFLICT Orli INTEREST CLAUSE Consultant covenants that it presently has no interest and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified tinder this Agreement, 9. N011.CE Any notice, torides, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemedto be properly given if delivered in person or nailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following; persons, To City: Clerk of the City Council City of"Santa Ana 20 Civic Center Plaza CM -30) P.U. Box 1988 Santa Ana, California 92702-1988 Fax (714) 647-6956 Copies to: Executive Director of Personnel City of Fanta Ana 20 Civic Center Plaza 04-24) P'0. Box 1988 Santa Arra, California 92702-1988 Fax (714) 647-6930 City Attorney City of Santa Ana 20 Civic Center Plaza (M-29) P.O. Box 1988 Santa Ana, California 92702-1988 Fax (714) 647-6515 To Consultant, Matt Weatherly Public Sector Personnel Consultants, Inc. 1215 W. Rio Salado Parkway #109 Tempe, Arizona. 85281 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. if sent by mail, communication shall 'be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by facsimile, cotau-nunication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting fax machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 10. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exciusive statement between the City and Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral or written, between the parties. In the event of conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail and will serve to fully supersede existing Agreement. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase carder or other instrument that are inconsistent with, or in addition to, that terms or conditions hereof, shall not bind or obligate Consultant nor the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreeimnts, orally or otherwise, have been made by any party, or anyone acting on behalf of any parties, wich are not embodied herein. 1t.. ASSIGNMENT .Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest heroin without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 12. TERMINATfON This Agreement may be terminated by the City with thirty (30) clays written notice of termination to the C01191.11tant. a. As a condition of such payment, the City may require Consultant to deliver to the City the entire work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by .law, and Consultant consents to the City's use thereof for such purposes as the City deers appropriate. b. Payment need not be made for work that fails to meet the standard of performance specified its the recitals of this Agreement. 13, NON DISCRIMINATION Consultant shall not discriminate because of race, color, creed, relation, sex, marital status, sexual orientation., age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities or any activities under this Agreement, Consultant affinhhs that i[ is an equal opportunity employer and shall comply with all applicable federai, state and locial laws and regulations. 3 14. JURI.SDICITON - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of die State of California. Both _parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be broug,itt or arise out of, in connection with or by reason of this Agreement. B. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the .laws and regulations of the United Sates, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in. writing oilier inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions, Said inability shall be cause for termination of this Agreement. 16. MISCELLANEOUS PROVISIONS Each undersigned represents and warrants that its signature hereinbelow has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power isnot, in fact, heldby the s.igiiatory or is withdrawn, b. All Exhibits refeienced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written, ATTEST: `I,kq 0"'C� z�z 1 MARIA D. HUIZAR Clerk of the Council APPROVED AS TO FORM: Sonia R. Carvalho City Attorney By: auxa' k Laura A. Rossini Senior Assistant City Attorney RECOMMENDED FOR. APPROVAL: E ward S. Raya Executive Director Personnel CITY OF SANTA ANA GERARDO MOUET Acting City Manager CONSULTANT Matthew Weatherly President Exhibit A PROJECT UNDERSTANDING: SUMMARY OF SERVICES PUBLIC SECI'OPPERSONNEL CONSULTANTS (PSPQ proposes the following program of consulting services and implementation support to conduct a classification and compensation study. Project Planning and C:og)munication 1. Project planning and scheduling meeting with Personnel, project desiSnee(s) 2. Policy input and project direction meeting with Personnel and designee(s) 3. Project briefing; presentation for all included employees, Officials, project leaders 4. Management and employee coinmtinication aiid Personnel progress reports classification l'ro" et "l a les 5. Occupational familiarization by review of current class specs, pay plans G. Organizational familiarization by review of org charts, budgets, MOUS 7. Position Description Questionnaire (PDQ) customized for gathering job data 8. Meetings to distribute and explain the PDQ and project for included employees 9. Worksite jab desk audits/ field observations with representatives of each class 10, Interpretationof job classification and FLSA Exempt / Nan -Exempt designations 1.1. Recommended title modifications and reclassifications for consideration 12. Review of position classification recommendations with project teams) 13. Preparation of updated class specifications for each. City job class 1.4. Resolution of employee reviews of'titles and draft class specifications Custom gnd Qompreheysive Market Coom erasation Suave 15. Identification of competitive employment areas for compensation surveys 16. Identification of oecupati.ons to utilize its survey benchmarks -- est. 125+ 17. Solicitation of comparator employers and agencies for participation i:n surveys 18—Extraction. of data from public employer compensation plans, questionnaires 19, Consolidation of data from all sources and calculation of prevailing rates 20, Computation of extent City's total comp varies from external ,prevailing rates 21. review of rorapetitiveness analysis with. City Officials and project designees Compensation Plan Develoyment 22. Construction of optional salary range structures for review and selection 23. Assi6mment of job classes to salary ranges — internal / external methods 24. Assistance with. identi.fication of desired, affordable salary competitiveness policy 25. Fiscal impact estimates at various levels of external prIVailing rates 3 26. Review and critique of draft salary and implementation plans with Personnel Communication of Results and Implementation Strategies, 27, Preparation and presentation of a final project reports for the, Council, Officials 28. Development of a plan for implementation of class and comp plan 29, Uploading; of EZ COUP""' program files on an HR Department computer 30. Assistance with communicating the updated plans for employees, Officials PROJECI' Ai'PROACH AND METHODOLOGY Following is our overall work .plan and approach to achieving the City's objectives for the conduct of a classification and compensation study. A. OBJECTIVES OF THE PROJECT The recommended plans, programs, systems and administrative procedures will meet these ten most important criteria. Internally equitable - Financially responsible - Externally competitive - Efficiently administered Readily understood - inclusive Of employee input - Easily updated & maintained Reflective of City's values - Legally compliant & defensible - Reflective of"best practices„ B. SCOPE OF THE PROJECT The project includes a management and employee communication plan; partnership with the City's Personnel .staff, City Manager, Council, and project designee(s); oocupatiOnal, organizational, and operational familiarization-, Position Analysis Questionnaire (PDC) and ,fob analysis for all classifications; worksite job information interviews; position. classification and job title recommendations for all employees and classifications; FLSA desiLmations; updated class specifications; E'ZCOMI'rm, internal equity and external competitiveness evaluation; total compensation survey and competitiveness analysis; salary range recommendations; fiscal impact estimates and multiple implementation scenarios; updated classification and compensation plan and one year of classification and compensation plan implementation. C; PROJECT ME'T110DOLOGY 1, ualif�issurance To ensure a high quality project, we have built in several layers of procedural and statistical. controls, in, addition to those already in EZ COMP"'. Internally, we follow a prescribed series of steps in each project phase, which are reviewed by our Project .Director. We request that the Personnel team and City�s Project Manager(s) review our work to minimize th , chance of errors and to ensure A tt it reflects the City's organizational values. 10 2. Protect Plannirgg Meetings and Communication Plan Deiteloprrnens We will consult with the Executive Director of Personnel and City Officials or representatives on a. communication strategy, plan, and materials, beginning prior to the: project and extending to the post -project information ineetings. We can conduct group pre -project meetings for all City officials alldemployees where we will discuss the project's scope, answer questions, and distribute and explain the Position Analysis Questionnaire. D. POSITION CLASSIFICATION REVIEW 1. Review ofEssendfil Tasks — Position DeserP tion Ottestiotrrnalre We will review and analyze the current essential tasks, duties and responsibilities, and minimum qualifications of each included position through the Position Description Questionnaire (PDQ) to be. completed by each employee (or group of employees with identical jobs) in print or electronic format, if the information on the PDQ dues not clearly delineate the ,position's scope of responsibilities, we inay return the PDQ to the position's incumbent for additional information, orfocus on the data gap during a worksite job information interview. 2. .Erre In ee WorksiteJoh Inr orawflon Interviews -160 Included We will conduct a worksite job information interview wi.th a representative incumbent of every job classification. The purpose of these interviews is to verify the data on the PDQ, obtain additional insight into the scope and complexity of the job duties, observe technical processes and working conditions, and to provide employees with an additional method of p€irticipation in the project. This process also ensures that we make all internal and external comparisons on the basis ofactr aljoh content and not rnerely.lob title. .. F,%�li'�i Sirttus Detc rritrtaFivra We will review tho essential tasks and minimum qualifications of each of the City's jots classifications and subject them to the fair Labor Standards Act tests to deteinnine their exempt or non-exempt status, 4. Position Classiicrrt, iarI Each of the City's positions will be analyzed and evaluated to determine their primary characteristics, including, Is there a current City occupational job group comprised of job classes with essential functions similar to the subject position; if so- i To which of the group's job classes, and at what level, are the subject position's essential functions similar to the suttiect position, and if so: Are they sufficiently comparable (d-/- 20% guideline) to be allocated to that job class, utilize the sante jab title, require the same rin.ir-iirnum qualifications, and be assigned to the sante salary range, ffthe City cones not currently have a sufficiently comparable job class, what should be the subject position's occupational job class and title, and: - What should the recommended occupational classification action be, No Change (N), Title Change (T), Merge With Other .lob Class (M), New Job Class (J). - We may find that a job class is overly broad and encompasses. several job activities which are regarded with significant salary difference in the marketplace. In such an instance, we will recommend "splitting." the job class into the current job class and a new job class which encompasses the different job activities. 5. [IRdated Class Speclflefttlons —160 Includeti We can prepare an updated classification specification in the City's standard or other selected format for each occupational job class. FOCUS will be on the Essential Functions and Minim= Qualifications, The specifications or descriptions may include (not limited to) the following cornponents: Job Title —.definition Edtrcatioa, Training and Physical kequirements Experience Disthiguishing Characteristics Licenses and Certifications Non -Essential Functions Essential Functions FLSA Exernpt/Noa-Exempt Mental kequirements Status Desired Knowledge and Skills Supervision Exercise/.Received Working Conditions d. Zara t Clrtssi catiolt Plan Review with Perinnaxe! and Department liea(is We will conduct a review of our initial position classification recommendations and draft class specifications with the City's Project T earn and respective department heads to identify possible errors, obtain feedback, and solicit suggestions for clarification. 12 E. COMPREHENSIVE VE AND SUSUINABLE COMPENSATION PLAN 1. City thvolvemeni In Cortpensrtfion Plait Development We will obtain policy direction frorn the; City Council, Personnel staff, and/or City Officials on the following key components of the salary plan development process: - Comparator Employer Selection Linkage - Berichrnark Jab Class Selection - Job Evaluation Method -Salary Plan - Draft Compensation Plan Review Criticare - Compensation Competitiveness Policy - Compensation Points for Analysis - Salary Stricture Selection - Project Implementation Plan Z, Couggyehensive Comp!Lnsntiort Surveys We do not subscribe to or recomnind the use of databases rclams uc used or ho ted by other -firms! We will collect the comolete nav piggs from each Qf jha Cit ' arra ark_ ams „ i_. ensure accuracy and completeness_ _,un! e to h and b ild a cus �n srarve database t ,,,.,,,,,,,,,,,,,,,,_,..,._ Citv'.�job classifications, a. Dato Collection Protocol will be developed in consultation with the City's project leaders to determine which salary data elements to include, such as. Total Camp Information (to be finalized by City approved) w Salary range structure Minimum, Midpoint, and Maximum - City -sponsored or supported items sla pension, health insurance Certification pay, education incentive pay, safety pay Paid time off practices, longevity lay, other items to be named b. Benchmark Job Selection will be made by identifying City,job classes common to its employment-cornpetitive public and private employers hi the immediate area and throughout the region or State, clearly identifiable, and representative of standard occupational Job groups. c. Comparator Emplovers Idenfification will be made in consultation with the City's Project Manager(s) or City Council. Criteria include their degree of Competition to the City in obtaining and retaiaa.ing high duality staff, their location in the City's traditional recruitment areas, and their organizational size and complexity. 13 d Compensation Data Collection will be made by one or more of the following methods. - Pre -survey contact with the selected comparator employers to solicit participation ill the City's compensation survcy(s) Extraction from the pay plans of designated public employers. - Custornized salary survey requests for local governments and other public and private employers, distributed by mail, fax, ,and e-tttail, As desired, additional data extraction from established salary surveys and commercial survey sources such as Watso.11 Wyatt, ERI, etc. c. Data Quality Control includes editing; data for accuracy and ,proper matching to the City's survey benchmark jibs, and phanefFax/E-mail follow=ups for data clarification and to obtain comparators' benchmark job descriptions, 3. Prevrrllirag Rates Cialctalativn We will consolidate the compensation data front all sources, enter the information into the EY CC)h P"I'll program, and compute the prevailing; rates, inclusive of cost of living differential,% as the statistical mean of the survey data for each benchmark job class, Data will be projected forward fiorn the date of collection to a common date relating to the City's salary plan year by the annual Prevailing Rate lncrease Factor (PR.I) applicable at that tilne. 4. Coin enstrtlon Carta etitiveatess C'ojra tarison We will provide the City with charts comparing its current salary structures to those of the selected public and private comparator employers. We will Calculate the extent that the City's offerings vary front the prevailing rates and practices of other relevant employers. S. Compensation C"ompetitr'.veness PO/Jet We will assist the City to select a compensation competitiveness policy which hest fits its compensation strategy and finaiicial resources, by providing fiscal impact estimates Flt various percentage relationships to the prevailing rates. 14 G. S(ilrrr .Plan. ,Vtrueture. Devela rtren.t We will review the City's current employee agreements and wage plans and 1) utilize the City's current wage plan strucwres to identify internally equitable and externally competitive salaryrariges for each City job class or 2) prepare alternative salary range structures and schedules for the City to select the best fit for its competitiveness strategy, with these optional criteria; Method of administration, i.e., measurod job performance, longevity, or skill - Width of the salary ranges, grades, or broad bands, from Min to Max Varying; salary range widths for FLEA non-exempt or exempt positions If steps within the salary ranges, number of steps, percentage separation - Number of salary ranges, grados, or broad bands in the salary schedule µ Percentage of separation between salary ranges, grades or broad bands Recognition for longevity, unique assignments, and special skill requirernents P.errtuneration ,for required special licenses, certifications and registrations 7rnlrr l�trrt �� Assi rrrPrertt evelrr rP ent We will assign each job classification to a salary range in the City's current or selected new salary stn,]cture on the basis of a combination of factors, including: - the prevailing rates for the benchmark job classes - its current relationship to similar or occupationally related job classes - the 15% guideline far salary range separation between setluential job classes the 25% guideline for salary separation of a department head job class - its quantitative evaluated internal job worth value (jab evaluation points) 8. lnmlengentation Plan DeveLeLmen We will consult with the Personnel staff and Project Team on a plan for transition to the recommended plan, including a timetable for the principal activities, employee communication, impact on bargaining processes, and estimates of required financial resources. F. FINALREPORTS AND .PRESENTATIONS 1. Draft and Filial Rgggrt_&tsrrr~ntlare We will provide the City's project leader(s) with a drag of Ur report for review and critique, including the classification plan, FLSA designations, coiripensstioxt market data, salary comparisoo tables, fiscal estimates, salary range listings, and implernentation procedures. We will incorpocat� their critique into the developnwnt of final report summarizing the project's findings,,recommendations, and detailed descrjptlort 01 the City's updated position classification and compensation, plans. 15 2, Final Re cart Presentations We will conduct a workshop or formal presentation of our final report and recommendations to the Personnel staff, City Officials, and employees. 3. EZ C OMPTI"I P runt insfallarion We will install our EZ Cell P"I program. and project files on one of the Personnel Department's computers and provide training to key staff in the maintenance and update of the classification and componsation plan, 4, Lttg&inerttatrart Warrarttt' `Co ensure effective implementation of'the new plan, we will analyze, evaltiate, kind provide a salary range recornrnendation for any new or changed job class, at no cast to the City for one year. G. E.X?'ENS]VL, EMPLOYEE INCL USIONA" COMMUNICATION Very important factors for successful implementation of new or updated classification and compensation plaits are 1) tmtensive employee inclusion, and. 2) extensive cmployeo communication. City officials and employees will participate in one or more of the following; activities; - Attending pre -project briefings and question and answor sessions Completing a Position Analysis Questionnaire (PDQ) describing their position - Elaborating on their jobs in individual or group job information interviews - Receiving information pantphlet/booklet describing the updated salary plan R. MINIMAL CITY SU.PPORT REQiIJRED We are completely sect -sufficient in projects of this nature and do not require any substantive staff support from the City other than payroll data, and arrangements for group and individual meetings and interviews. We appreciate, but do not rewire, any office space, telephone, clerical assistance, computers, or office equipment. We will provide all data entry, data processing, duplicating, and .related report preparation functions. SanUt Ahab Politic Sector Personnel Consultants 10/16 L Exhibit B Fee Schedule ane .Project Cast Estimate Mjor Pro rrct Cal7�pot el is Coit Estinl ie �w �� Po ition classiflC ti011 2i7i 4l5 tc.t1[n r ipphidin. y $1_ 0Q00 hrieLgLkick off On-site jab i formation interviews S17, 0O 16 1J dated class s ecif'icatioils assn nin 716q Compensation and benefits survey j ar red t 1254- $17 50 _ $45 ,000 ben marks _ Compensation plan, draft reviews final p_resenta -Lo Baa F Standard hourly rate $125.1501hour 17 9—.F^" DATE (MM/DD/YYYY) -- CERTIFICATE OF LIABILITY INSURANCE 03106/2017 THIS CERTIFICATE IS ISSUED AS AMATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,ANDTHE CERTIFICATE HOLDER, IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the pallcy(Jas) must have ADDITIONAL INSURED provisions or be endorsed. If SU BROGATION IS WAIVED, subject to the terms and conditions of the policy, cartaln policiesmay require an endorsement. A statement on th is certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT POUCY'EXP (MM/DD/YYYY) NAME. TREVOR RETTKE PHONE (A/C,NO.EXT):480-994-1946 FAX (A✓C,NO):480-994-$1$9 TREVOR RETTKE 3200 N HAYDEN RD STE 200 SCOTTSDALE AZ $5251 E-MAIL ADDRESS: trettke farmersa13ent.com INSURER(S).. AFFORDING COVERAGE NAIL # INSURED INSURERA: TRUCK INSURANCE EXCHANGE 21709 PUBLIC SEC70R PERSONNEL CONSULTANTS, INC INSURERB: FARMERS INSURANCE EXCHANGE 2.1652 MSURERC; MID CENTURY INSURANCE COMPANY 21687 1215 W RIO SALADO PKWY STE 109 INSURER D: INSURER E: 50,000 TEMPE AZ 85201 INSURER F. COVERAGES CERTIFICATE NUMBER: REVISION NUMBER THIS IS TO CERTIFY THATTHE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUEDTO THE INSURED NAME ABOVE FORTHE POLICY PERIOD INDICATED, NOTWITHSTANDING,A14Y REQUIREMENT, TERM OR CONDITION OFANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO W HICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE. AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECTTOALL THETERMS, EXCLUSIONSAND CONDITIONS OF SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS- INSR LTR TYPEOFINSURANCE ADDTL INSD SUER WVID POLICYNU!MBER POLICY EFF (MM/DD/YYYY) POUCY'EXP (MM/DD/YYYY) LIMITS COMMERCIAL GEN 'ERALLIABILITY EACHOCCURRENCE $ 2,000,000 CLAIMS -MADE, OCCUR DAMAGETO RENTED PREM iSES(Ea Occurrence) 50,000 MEO EXP (Any one person) $ 5,00 PERSONAL&ADV INJURY $ 2,000,000 A 601977762 0810112016 06/01/2017 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE. S 4,000,000 POLICY [] PROJECT ❑ LOC PRODUCTS - COMP/OP AGG $ OTHER: $_.. AUTOMOBILE LIABILITY_^ COMBINED SINGLE LIMIT (Ea accident) $. 2,000,000 BODILY INJURY(Per person) $ ANYAUTO A OWNCDAUTOS SCHEDULED' 60197 77 62 06/0112016 06/01/2017 BODILYINJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ HIREDAUTCS X NON -OWNED ONLY AUTOS ON LY $ LIMORELLAMAR OCCUR EACH OCCURRENCE $ EXCESSLIAB CLAIMS -MADE AGGREGATE $ DEC) RETENTION $ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY PER STATUTE OTHER $ E.L. EACH ACCIDENT $ ANY PROPRIETOR/PARTNER/ YIN EXECUTIVE OFFICER/MEMBERN/A EXCLUDED? (Mandatory in NH) E.L.DISEASE -EAEMPLOYEE , E.L. DISEASE - POLICY LIMIT $ If yes, describe under DESCRI PTION OF OPERATIONSbelow DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,AcIcEtionalRemarks Schedule, may be attached if more space is required) ^.p 1YVA CERTIFICATE, HOLDER CANCELLATION CITY OF SANTA ANA ELLEN SM&LEY, DEPUTY OF DlR OF PRSNL 20 CIVIC CENTER PLAZA. SANTA ANA J SHOULD ANY OFTHEABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF,NOTICE WILL BE DELIVERED IN ACCORD OLICYPROVISIONS. T.._. ,. ALF(HORIZEDREPRESENTATIV ACORD 25 (2016/03) 31-1769 11-15 X1988.2015 ACORD CORPORATION, All Rights Reserved The ACORD name and logo are registered marks of ACORD ACC)RDO CERTIFICATE OF LIILITYa+°` INSURANCE VIII .. 03/06/2017 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER, THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE, OF INSURANCE DOES NOT CONSTITUTE A CONTRACT (BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT:. If the certificate holder is an ADDITIONAL INSURED, the policy(les) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACTCopperPolnt Insurance Companies ....-. CGpperPoint Insurance Companies Ax 602.631.2300 or 866.284.2694 je lu� 602.631.2599 3030 N. 3rd Street 7E-MAIL INISURERIS) AFFORDING COVERAGE NAIC # PhoenixAZ 85012-30968 ......... .......� ... .. _ .................. INSURER A : CopperPalnt General Insurance Company 13043 INSUREfS INSURER. B Public Sector Personnel Consultants Inc INSURER C: INSURER D 1215 W Rio Salado Parkway #109 INSURER E: INSURER F ; Tempe AZ 85281 COVERAGES CERTIFICATE NUMBER: 490 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE.. OF INSURANCE ADDL INSD SUBR WVQ POLICYNUMBER MMdDDIYYYY) (MMIDDIYYYYI LIMITS COMMERCIAL GENERAL LIABILITY' EACH OCCURRENCE $ CLAIMS � OCCUR 5AMAGE r REff ED ._-.._.�..... _.._._..... -MADE I J PREMISES Ea occurrence)_ $ MED EXP }Any one person) $ - - - PERSONAL & ADV INJURY $ i AGGREGATE LIMIT APPLIES PER, GENERAL AGGREGATE $ PRO- POLICY LQC — JECT PRODUCTS CQMPlQPAGG $ OTHER: $ AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ Ea accident ANY AUTO BODILY INJURY (Per person) $ ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident) $ HIRFDAUTOS AUTOSNON-OWNED AUTOS J ... ......... PROPERTY DAMAGE . $ Pee UMBRELLA LIAR OCCUR EACH OCCURRENCE $ EXCESS LIARi...-...... CUAUMS-MAnE AGGREGATE $ DED RETENTION$$ VVORKERS COMPENSATION(LIT PER DTH AND EMPLOYERS'LIABILITY Y i N STATUTE ER _._ m ....E .__a. A ANY PROPRIE OR/PARTNER/EXECUTIVE oFFICERIMEMBER EXCLUDED? � N / A 1012391 102!01/2017 I f 02/01120718 E.L EACH ACCIDEf+lT 1 $ 1,000,000 ..E.L "`-E - (Mandatory in NH) I E.L. DISEASE - EA EMPLOYEE( $ 1 ,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below -'-"""' E.L. DISEASE - POLICY LIMIT S 1,000,000 1 I DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more apace is required) 8810 -CLERICAL, OFFICE EMPLOYEIES-N.O.C. 01 �'J LW-110Lha11IW-11 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS. 20 Civic Center Plaza AUTHORIZED REPRESENTATIVE Santa Ana CA 92701 @ 1988-2014 ACORD CORPORAT,PN. All rigihts reserved. ACORD 25 (2014/011) The ACORD name and logo are registered marks of ACORD CMP ID: LE DATE . (NMIDDIY`(YY) CERTIFICATE OF (LIABILITY INSURANCE F 03106/17 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE, OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT, If the certificate holder is an ADDITIONAL INSURED, the policy( es) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the pol€cy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER 602-953-3100 ciAMNTAcr rELora Erickson, C.I.C.., C.R.M. Business Insurance Services PHONE FAX ... 11811 N. Tatum Blvd #1003 6012-953-3229 (AMC,_NaEt): 602-953-3100 to c, Nal: 602-953-3229 Phoenix, AZ 85028 E-MAILADOREss;.qufinc&aol,com _ ...... _-- Ora Erickson PRODUCER -- � a INSURED PLfblic Sector Personne0 Consultants Inc. 1215 W. Ria Salado Pkvuy #109 Tempe, AZ 85281 r r)VFRAr Pq rFRT1P'Ir.ATF NIIMRr-P- RFVISION NtIM''RFR! n THIS IS TO CERT.FY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED NOTWITHSTANDING ANY REQUIREMENT TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY' BE ISSUED OR MAY PERTAIN, 'THE, INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSIi_... ._— .. A6DLLSu BR _...,,.. POUCY EFF POLICY EXP LTR TYPE OF INSURANCE INSR wVa POLICY NUMBER IMMIO 11YY MMIDDNYYY .... _. '. LIMITS GENERAL LIABIL.PrY I EACH OC_CLRRENCE S COMMERCIAL GENERAL LIABILIl'Y .. .. PREMISES(Eaoccurrencel_ �'... _...._.... CLAIMS -MADE'. OCCUR MED EXP (Any one person) S PERSONAL 8. ADV INJURY $ GENERAL AGGREGATE S GEN. AGGREGATELIMI'TAPPOESPER PRODUCTS - COMPIOPAGG S. .. ,...., POLICY ._. aR{7 I.00 AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT 5 ._... IEa acadent� .-.... ANY AU"I. C.. .....BODILY INJURY (Per person) f $-. _.. .._...._, At d.. C?V°u`FWkGJAUTOS _..- m...__ .,. �BODILY INJURY (Pe, accident! $ ,. ... SCHEDULED AUT'G5 _._ - PROPERTY DAMAGE HIRED AUTOS (Per Rr,cnrlenll $ NON -OWNED AU,'TOS IS UMBRELLA L.IAB OCrUR EACH. OCCURRENCE :... $ EXCESS L€AB GLAIMS,MADE AGGREGATE S DEDUCTIBLE S R.ETFN'J*N $ 5 ". 'WORKERS COMPENSATION WC STATU OTH- ANOEMPLOYERS' LIABILITY YIN __LTORY.LIMITS..I._._.__EK 4 �.,.... _.__.. ANY PRCPR FTOEd IARTNER1E# GL'I'NE r—, ''.. EL EACH ACCIDENT S OFr CERIMEMEER EACLUDED' N! A. -,J.– ... „ ... _.._._.__ ... . ............_ _ __......._.._... (Mandatory in NHI E L DISEASE - EA EMPLOYEE $ it yyes descr be under .... - . ........... . _ ... _... DESCRIPTION OF ()PERA.TIONS beuaw E L DISEASE POLICY LIMIT $ A Professional SPP1553709C 08/04116 08/04117 ;Per Occr. 1,000,00 Liability Per Agg. 2,000,00 DESCRIPTION OF OPERATIONS I LOCATIONS i VEHICLES (Attach ACORD 101, Additional Remarks Schedule, If more space Is required! *45 day notice of cancellation with a 10 da notice of cancellation for non mapplies. ppayent ofremit. Polis is Claims Made, 2,500 Deductible a lies. Subject to the tetarms, conditions and exclusions of the policy. s � CIT'YSA+1 SHOU LD OF THEA OtVE DESCRIBED POLICIES BE CANCELLED BEFORE Olt of Santa Ana THE DA THEREtOF, NOTICE WILL BE DELIVERED IN y ACCE YVITH T PpL1CY PRC7VIS1ONS, Ms. Ellen Smiley Deputy Director of Personnel AUT IZED R TATIVE 20 Civic Center Plaza L a o Santa Ana, CA 92701 1988-2009 ACORD CORPORATION. All rights reserved. ACORD 25 (2009/09) The ACORD name and logo are registered marks of ACORD