HomeMy WebLinkAboutHR12-278 - Original - The Edge Advisory Group - Promote "Vision for Kent 2025" Diversity - 11/08/2012 ecords M,4rfagernenj)
TDocument
WASHINGTON
CONTRACT COVER SHEET
This is to be completed by the Contract Manager prior to submission
to City Clerks Office. All portions are to be completed.
If you have questions, please contact City Clerk's Office.
Vendor Name: Jabez and Associates dba The Edge Advisory Group
Vendor Number:
]D Edwards Number
Contract Number: 4 0, ,2 7 9
This is assigned by City Clerk's Office
Project Name: Diversity
Description: ❑ Interlocal Agreement ❑ Change Order ❑ Amendment ® Contract
❑ Other: ��
//� 1A
Contract Effective Date: Upon Execution Termination Date: 03-30-2014
Contract Renewal Notice (Days): Notice
Number of days required notice for termination or renewal or amendment
Contract Manager: Chris Hills Department: Human Resources
Detail: (i.e. address, location, parcel number, tax id, etc.):
-_C-dv, 1116 /lam
S Public\RecordsManagement\Forms\ContractCover\adcc7832 11/08
KENT
WRSHINOT.N
CONSULTANT SERVICES AGREEMENT
between the City of Kent and
Jabez and Associates
dba
The Edge Advisory Group
THIS AGREEMENT is made between the City of Kent, a Washington municipal corporation
(hereinafter the "City"), and Jabez and Associates dba The Edge Advisory Group organized under
the laws of the State of Washington, located and doing business at 5919 Alameda Way West,
University Place, WA (hereinafter the "Consultant").
I. DESCRIPTION OF WORK.
Consultant shall perform the following services for the City in accordance with the
following described plans and/or specifications:
Addendum A - Attached
Consultant further represents that the services furnished under this Agreement will be
performed in accordance with generally accepted professional practices within the Puget Sound
region in effect at the time those services are performed.
II. TIME OF COMPLETION. The parties agree that work will begin on the tasks
described in Section I above immediately upon the effective date of this Agreement. Upon the
effective date of this Agreement, Consultant shall complete the work described in Section I by
March 30, 2014.
III. COMPENSATION.
A. The City shall pay the Consultant, based on time and materials, an amount not to
exceed $40,000 (inlcuding Washington State sales tax, for the years 2012, 2013
and 2014 for the services described in this Agreement. This is the maximum
amount to be paid under this Agreement for the work described in Section I above,
and shall not be exceeded without the prior written authorization of the City in the
form of a negotiated and executed amendment to this agreement. The Consultant
agrees that the flat rate charged by it for its services contracted for herein shall
remain locked at the negotiated rate(s) through 2014.
CONSULTANT SERVICES AGREEMENT- 1
(Over$10,000)
B. The Consultant shall submit invoices at these prescribed times. Phase 1 invoice for
$40,000 in December of 2012. Phase II Quarterly Invoices for $10,000 in January,
March, June and September of 2013. Phase III Invoice for $40,000 in January of
2014. These payment invoices will be submitted to the City for work performed,
and a final bill upon completion of all services described in this Agreement. The
City shall provide payment within forty-five (45) days of receipt of an invoice. If
the City objects to all or any portion of an invoice, it shall notify the Consultant and
reserves the option to only pay that portion of the invoice not in dispute. In that
event, the parties will immediately make every effort to settle the disputed portion.
I
IV. INDEPENDENT CONTRACTOR. The parties intend that an Independent
Contractor-Employer Relationship will be created by this Agreement. By their execution of this j
Agreement, and in accordance with Ch. 51.08 RCW, the parties make the following
representations:
A. The Consultant has the ability to control and direct the performance and
details of its work, the City being interested only in the results obtained
under this Agreement.
B. The Consultant maintains and pays for its own place of business from which
Consultant's services under this Agreement will be performed.
C. The Consultant has an established and independent business that is eligible
for a business deduction for federal income tax purposes that existed before
the City retained Consultant's services, or the Consultant is engaged in an
independently established trade, occupation, profession, or business of the
same nature as that involved under this Agreement.
D. The Consultant is responsible for filing as they become due all necessary tax
documents with appropriate federal and state agencies, including the Internal
Revenue Service and the state Department of Revenue.
E. The Consultant has registered its business and established an account with
the state Department of Revenue and other state agencies as may be
required by Consultant's business, and has obtained a Unified Business
Identifier (UBI) number from the State of Washington.
F. The Consultant maintains a set of books dedicated to the expenses and
earnings of its business.
V. TERMINATION. Either party may terminate this Agreement, with or without
cause, upon providing the other party thirty (30) days written notice at its address set forth on
the signature block of this Agreement. After termination, the City may take possession of all
records and data within the Consultant's possession pertaining to this project, which may be
used by the City without restriction. If the City's use of Consultant's records or data is not
related to this project, it shall be without liability or legal exposure to the Consultant.
VI. DISCRIMINATION. In the hiring of employees for the performance of work under
this Agreement or any subcontract, the Consultant, its subcontractors, or any person acting on
II
CONSULTANT SERVICES AGREEMENT- 2
(Over$10,000)
behalf of the Consultant or subcontractor shall not, by reason of race, religion, color, sex, age,
sexual orientation, national origin, or the presence of any sensory, mental, or physical disability,
discriminate against any person who is qualified and available to perform the work to which the
employment relates. Consultant shall execute the attached City of Kent Equal Employment
Opportunity Policy Declaration, Comply with City Administrative Policy 1.2, and upon completion
of the contract work, file the attached Compliance Statement.
VII. INDEMNIFICATION. Consultant shall defend, indemnify and hold the City, its
officers, officials, employees, agents and volunteers harmless from any and all claims, injuries,
damages, losses or suits, including all legal costs and attorney fees, arising out of or in
connection with the Consultant's performance of this Agreement, except for that portion of the
injuries and damages caused by the City's negligence.
The City's inspection or acceptance of any of Consultant's work when completed shall not
be grounds to avoid any of these covenants of indemnification.
Should a court of competent jurisdiction determine that this Agreement is subject to RCW
4.24.115, then, in the event of liability for damages arising out of bodily injury to persons or
damages to property caused by or resulting from the concurrent negligence of the Consultant
and the City, its officers, officials, employees, agents and volunteers, the Consultant's liability
hereunder shall be only to the extent of the Consultant's negligence.
IT IS FURTHER SPECIFICALLY AND EXPRESSLY UNDERSTOOD THAT THE
INDEMNIFICATION PROVIDED HEREIN CONSTITUTES THE CONSULTANT'S WAIVER OF
IMMUNITY UNDER INDUSTRIAL INSURANCE, TITLE 51 RCW, SOLELY FOR THE PURPOSES OF
THIS INDEMNIFICATION. THE PARTIES FURTHER ACKNOWLEDGE THAT THEY HAVE MUTUALLY
NEGOTIATED THIS WAIVER.
In the event Consultant refuses tender of defense in any suit or any claim, if that tender
was made pursuant to this indemnification clause, and if that refusal is subsequently determined
by a court having jurisdiction (or other agreed tribunal) to have been a wrongful refusal on the
Consultant's part, then Consultant shall pay all the City's costs for defense, including all
reasonable expert witness fees and reasonable attorneys' fees, plus the City's legal costs and
fees incurred because there was a wrongful refusal on the Consultant's part.
The provisions of this section shall survive the expiration or termination of this
Agreement.
VIII. INSURANCE. The Consultant shall procure and maintain for the duration of the
Agreement, insurance of the types and in the amounts described in Exhibit B attached and
incorporated by this reference.
IX. EXCHANGE OF INFORMATION. The City will provide its best efforts to provide
reasonable accuracy of any information supplied by it to Consultant for the purpose of
completion of the work under this Agreement.
X. OWNERSHIP AND USE OF RECORDS AND DOCUMENTS. Original documents,
drawings, designs, reports, or any other records developed or created under this Agreement
shall belong to and become the property of the City. All records submitted by the City to the
Consultant will be safeguarded by the Consultant. Consultant shall make such data, documents,
and files available to the City upon the City's request. The City's use or reuse of any of the
CONSULTANT SERVICES AGREEMENT- 3
(Over$10,000)
documents, data and flies created by Consultant for this project by anyone other than
Consultant on any other project shall be without liability or legal exposure to Consultant.
XI. CITY'S RIGHT OF INSPECTION. Even though Consultant is an Independent
contractor with the authority to control and direct the performance and details of the work
authorized under this Agreement, the work must meet the approval of the City and shall be
subject to the City's general right of inspection to secure satisfactory completion.
XII. WORK PERFORMED AT CONSULTANT'S RISK. Consultant shall take all
necessary precautions and shall be responsible for the safety of its employees, agents, and
subcontractors in the performance of the contract work and shall utilize all protection necessary
for that purpose. All work shall be done at Consultant's own risk, and Consultant shall be
responsible for any loss of or damage to materials, tools, or other articles used or held for use in
connection with the work.
XIII. MISCELLANEOUS PROVISIONS.
A. Recyclable Materials. Pursuant to Chapter 3.80 of the Kent City Code, the City
requires its contractors and consultants to use recycled and recyclable products whenever
practicable. A price preference may be available for any designated recycled product.
B. Non-Waiver of Breach. The failure of the City to insist upon strict performance of
any of the covenants and agreements contained in this Agreement, or to exercise any option
conferred by this Agreement in one or more instances shall not be construed to be a waiver or
relinquishment of those covenants, agreements or options, and the same shall be and remain in
full force and effect.
C. Resolution of Disputes and Governing Law. This Agreement shall be governed by
and construed in accordance with the laws of the State of Washington. If the parties are unable
to settle any dispute, difference or claim arising from the parties' performance of this
Agreement, the exclusive means of resolving that dispute, difference or claim, shall only be by
filing suit exclusively under the venue, rules and jurisdiction of the King County Superior Court,
King County, Washington, unless the parties agree in writing to an alternative dispute resolution
process. In any claim or lawsuit for damages arising from the parties' performance of this
Agreement, each party shall pay all its legal costs and attorney's fees incurred in defending or
bringing such claim or lawsuit, including all appeals, in addition to any other recovery or award
provided by law; provided, however, nothing in this paragraph shall be construed to limit the
City's right to indemnification under Section VII of this Agreement.
D. Written Notice. All communications regarding this Agreement shall be sent to the
parties at the addresses listed on the signature page of the Agreement, unless notified to the
contrary. Any written notice hereunder shall become effective three (3) business days after the
date of mailing by registered or certified mail, and shall be deemed sufficiently given if sent to
the addressee at the address stated in this Agreement or such other address as may be
hereafter specified in writing.
E. Assignment. Any assignment of this Agreement by either party without the written
consent of the non-assigning party shall be void. If the non-assigning party gives its consent to
any assignment, the terms of this Agreement shall continue in full force and effect and no
further assignment shall be made without additional written consent.
CONSULTANT SERVICES AGREEMENT- 4
(Over$10,000)
F. Modification. No waiver, alteration, or modification of any of the provisions of this
Agreement shall be binding unless in writing and signed by a duly authorized representative of
the City and Consultant.
G. Entire Agreement. The written provisions and terms of this Agreement, together
with any Exhibits attached hereto, shall supersede all prior verbal statements of any officer or
other representative of the City, and such statements shall not be effective or be construed as
entering into or forming a part of or altering in any manner this Agreement. All of the above
documents are hereby made a part of this Agreement. However, should any language in any of
the Exhibits to this Agreement conflict with any language contained in this Agreement, the terms
of this Agreement shall prevail.
H. Compliance with Laws. The Consultant agrees to comply with all federal, state, and
municipal laws, rules, and regulations that are now effective or in the future become applicable
to Consultant's business, equipment, and personnel engaged in operations covered by this
Agreement or accruing out of the performance of those operations.
I. Counterparts. This Agreement may be executed in any number of counterparts,
each of which shall constitute an original, and all of which will together constitute this one
Agreement.
IN WITNESS, the parties below execute this Agreement, which shall become
effective on the last date entered below.
CONSULTANT: CITY OF KEN
By:� _ By:
/} (sign"
" ) (signature)
Print Name: /7%Y/7 ?4 ��1G7' Pri Na e: uzette Cooke
Its -,Xje b,j' Its Ma or
(title)
DATE: 10 2- DATE:
NOTICES TO BE SENT TO: NOTICES TO BE SENT TO:
CONSULTANT: CITY OF KENT:
Anita F. Paige [Chris Hills, Risk Manager
Jabez and Associates dba The Edge Advisory City of Kent
Group 220 Fourth Avenue South
5919 Alameda Way West Kent, WA 98032
University Place, WA 98467
206-851-1203 Jamia Thomas (253) 253.856.5285 (telephone)
253-230-2558 Anita Paige (telephone) (253) [253.856.6270 (facsimile)
253-205-8599 facsimile
APLVED AS TO FOR
CONSULTANT SERVICES AGREEMENT- 5
(Over$10,000)
i
Kent Law Department
Do this field,you may enter the electronic fdepeth where the contract has been saved]
I
CONSULTANT SERVICES AGREEMENT- 6
(Over$10,000)
DECLARATION
CITY OF KENT EQUAL EMPLOYMENT OPPORTUNITY POLICY
1
The City of Kent Is committed to conform to Federal and State laws regarding equal opportunity.
As such all contractors, subcontractors and suppliers who perform work with relation to this
Agreement shall comply with the regulations of the City's equal employment opportunity
policies.
The following questions specifically identify the requirements the City deems necessary for any
contractor, subcontractor or supplier on this specific Agreement to adhere to. An affirmative
response is required on all of the following questions for this Agreement to be valid and binding.
If any contractor, subcontractor or supplier willfully misrepresents themselves with regard to the
directives outlines, it will be considered a breach of contract and it will be at the City's sole
determination regarding suspension or termination for all or part of the Agreement;
The questions are as follows:
1. I have read the attached City of Kent administrative policy number 1.2.
2. During the time of this Agreement I will not discriminate in employment on the basis of
sex, race, color, national origin, age, or the presence of all sensory, mental or physical
disability.
3. During the time of this Agreement the prime contractor will provide a written statement to
all new employees and subcontractors indicating commitment as an equal opportunity
employer.
4. During the time of the Agreement I, the prime contractor, will actively consider hiring and
promotion of women and minorities.
5. Before acceptance of this Agreement, an adherence statement will be signed by me, the
Prime Contractor, that the Prime Contractor complied with the requirements as set forth
above.
By signing below, I agree to fulfill the five requirements referenced above.
Dated this '— day of , 2011:
By: Y���
For: 01.e
Title:
Date: i_01-h-L.
EEO COMPLIANCE DOCUMENTS - i
i
I
CITY OF KENT
ADMINISTRATIVE POLICY
NUMBER: 1.2 EFFECTIVE DATE: January 1, 1998
SUBJECT: MINORITY AND WOMEN SUPERSEDES: April 1, 1996
CONTRACTORS APPROVED BY Jim White, Mayor
POLICY:
Equal employment opportunity requirements for the City of Kent will conform to federal and
state laws. All contractors, subcontractors, consultants and suppliers of the City must guarantee
equal employment opportunity within their organization and, if holding Agreements with the City
amounting to $10,000 or more within any given year, must take the following affirmative steps:
1. Provide a written statement to all new employees and subcontractors Indicating
commitment as an equal opportunity employer.
2. Actively consider for promotion and advancement available minorities and women.
Any contractor, subcontractor, consultant or supplier who willfully disregards the City's
nondiscrimination and equal opportunity requirements shall be considered in breach of contract
and subject to suspension or termination for all or part of the Agreement.
Contract Compliance Officers will be appointed by the Directors of Planning, Parks, and Public
Works Departments to assume the following duties for their respective departments.
1. Ensuring that contractors, subcontractors, consultants, and suppliers subject to these
regulations are familiar with the regulations and the City's equal employment opportunity
policy.
2. Monitoring to assure adherence to federal, state and local laws, policies and guidelines.
EEO COMPLIANCE DOCUMENTS - 2
CITY OF KENT
EQUAL EMPLOYMENT OPPORTUNITY COMPLIANCE STATEMENT
This form shall be filled out AFTER COMPLETION of this project by the Contractor awarded the
Agreement.
I, the undersigned, a duly represented agent oft-• 'e
Company, hereby acknowledge and declare that the before-mentioned co any was the prime
contractor for the Agreement known as 612 f!_z&;*, 4( that was entered
into on the (date), between the firm I represent and the City of
Kent.
I declare that I complied fully with all of the requirements and obligations as outlined in the City
of Kent Administrative Policy 1.2 and the Declaration City of Kent Equal Employment Opportunity
Policy that was part of the before-mentioned Agreement.
Dated this'__'�__?e day of ° , 20 j 2�
By:
For: J
Title: lJ7i dY
Date: 2.
EEO COMPLIANCE DOCUMENTS - 3
I
I
, ;'EDGE
Consultant Services Agreement between the City of Kent and Jabez and Associates dba The Edge
Advisory Group(Addendum A—Description of Work)
In alignment with the Vision for Kent in 2025"Kent is a safe,connected and beautiful city;culturally
vibrant with richly diverse urban centers" Edge will deliver a tactical approach to support the City of
Kent in achieving the Strategic Goal of Fostering Inclusiveness:
Promote inclusiveness and broaden the opportunities to celebrate and showcase the diversity of our
community.Seek ways to educate employees, employers and the community on the cultural diversity of
Kent. Remove barriers to increase hiring to match the city's diverse population.
The phases outlined In this contract are identified as the actions steps that will allow us to successfully
partner in your efforts to build a culture that will enable you to effectively implement your strategic goal
by providing a business management model that will create a higher level of engagement throughout
your organization. Utilizing engagement as business management concept functions a tactical approach
to success with measurable outcomes that can easily be qualified, quantified and dollarized. The
overarching goal is to define, design and build a culture in which a diverse population will be willing to
engage and contribute.
This contract represents strategy and should not be considered a training event. This tactical approach
will provide tools for implementation that will translate from the training room directly into the
organization by using a proprietary maturity model for implementation.
Areas of focus in this contract include phases of work which will result in:
• Utilizing employee engagement as a business management model.
• Building a culture for all entities to work as one. This is not an invitation but a cultural and
performance expectation.
• Driving results through a platform that focuses directly on shared vision,shared results,shared
impact,shared accountability,shared risk,and finally shared rewards.
• Implementation of strategies,activities and resources for intentional relationship building.
• Strategies to unleash leadership,team and organizational engagement and effectiveness.
• Budding a strong culture of collaboration,teaming, innovation and results.
• Investing in key leadership competencies,capabilities and their ability to be catalysts for
required change.
• Creating an engaged workforce fully aligned to organizational priorities.
• Emphasize the importance of a diverse talent pool including categorical diversity as well as
cognitive diversity.
Edge will provide the following deliverables in 3 Phases:
YEDGE
' I
• kWV117-1WAWtWAyAi411V11�4- 1
"CULTURE will eat STRATEGY for BREAKFAST" 4.Q I '
—Peter Drucker What is AN'ock1l.
It is imperative to align culture and strategy to ensure
successful outcomes. Our 4 Quadrant Approach creates a
platform for awareness,provides organizational clarity and
identity of causal factors that are driving results. Pole lifill
rill
lfhlle� Goals
The 4Qwill enlighten and empoweryou to determine if
your culture is an asset or a liability.
Facilitator—Anita Paige
Key Deliverables
• Facilitate the 4Q with the Leadership Team (2 Day Session)
• Determine factors that drive success and factors that diminish outcomes
• Evaluate the cause and effect of key drivers
• Differentiate environment from culture
• Create a strategy focused on causal drivers and measurable outcomes
• Understand the role of leadership in cultural shift
• 4Q Report and Recommendations
EDGE
ILI
-SFk
"CULTURE will eat STRATEGY for BREAKFAST"
—Peter Drucker
At Edge we believe that it is imperative to align culture and
strategy to ensure successful outcomes. Our approach
empowers leaders to gain a full understanding their sf _; :_ =
current culture, identify their ideal culture and receive they 3�
tools necessary to close the gap. al
YourYour culture will either be an asset or a liability. This
process allows us to focus on the 4 critical levers of '
performance that impact the triple bottom line.
Facilitator—Anita Paige
Key Deliverables
• Debrief 4Q Assessment
• Differentiate environment from culture
• Map out the roll-out schedule
• Create the communication plan
I
7 DGE
• - •
Executive/Management
Team • and Development
November/December 2012 :
Training does not change culture. Business
transformation and culture change is
dependent on having strong leadership
capabilities, capacity and the willingness to
be catalysts for change This approach will
focus on what,why and how at each level to 3
effectively drive change top down. '
YI
Five(1) Day Sessions for Managers/Leaders
Facilitator—Anita Palge
Key Deliverables:
In an organizational structure the Executive Team typically sits at the Strategic
Level, the Management Team typically sits at the Tactical Level and the Core
functions at the Task Level, Your Leadership/Management Team will:
• Understand the role of leadership in cultural shift
• Become fluent in Engagement as a Business Management Concept
• Directly tie the BMC to the triple bottom line: Employee Engagement,
Service Delivery and Customer Satisfaction
EDGE
i M • •
II
3� yy 3
Cultural Shift happens at all levels of the
organization It is not a top down initiative
or a bottom up change. It's the entire ' aat "� '`�''I 'c�l
organization buying into and living out the mWcl of EmpWm tE-gglmcnt
oil rinanelal PlOomme,
concept of organizational culture,the need
to be culturally responsiveness in a diverse fi
marketplace and creating a culture in
which diverse population willing to engage. ----
.9 -
3S .Vvequ t2y,.VMI IM.n lli
�KRler 6ul+a9xryl,flans[ryM6lxixCed
Facilitator—An Edge Certified Facilitator
Fifteen (1)Day Sessions for Core Personnel � �
(Class size not to exceed 30 participants)
Key Deliverables:
• Customized Process Based Upon 4Q.
• Tools to define, design and build ideal culture
of engagement.
• Define what "diversity" is and why it's important.
• Explore managing diversity vs. leveraging diversity.
• Learn tools to be culturally responsive.
• Understand our role and responsibility in aligning
with organizational priorities/strategy.
i
I
DGE
Phase III
• Free Bounce
ModelMaturity January 12014
l
The Maturity Model is a proprietary approach to
successfully implement and execute a true
cultural shift. The key to success is complete
awareness of where the organization sits in the
model and "what needs to happen and how it
needs to happen to advance throughout the
process".
Strategy
The City of Kent Culture Project is not an event Policy — Practice
it is a process.
Facilitator—Anita Paige
Key Deliverables:
This session provides an opportunity for the Executive Leadership Team and the Management
Team create a collaborative approach to move the organization to L5. The term "no free
bounce" indicates the need to be intentional in every aspect of cultural change.
• 5 Year Licensing Agreement.
• Review and Evaluate Data collected from Roll-Out.
• Create a strategy for L4"Integration" utilizing participant feedback.
• Up to 20 Hours of Consulting/Coaching to be utilized as needed to secure L4
integration/Sustainability Plan.
/I ;I► REQUEST FOR MAYOR'S SIGNATURE
KENT , Please Fill in All Applicable Boxes
Reviewed by Director
Originator's Name: Chris Hills Dept/Div. Human Resources Extension: 5285
Date Sent: 11/7/12 Date Required: 11/9/12
Return to: Chris Hills CONTRACT TERMINATION DATE: 3/30/2014
VENDOR: ]abez and Associates dba DATE OF COUNCIL APPROVAL: 11/6/12
The Edge Advisory Group
ATTACH THE COUNCIL MOTION SHEET FOR THE MAYOR - If applicable
Brief Explanation of Document:
The Edge Advisory Group will deliver a tactical approach to support the City of Kent in
achieving the Strategic Goal of Fostering Inclusiveness and provide advice on
broadening the opportunities to celebrate and showcase the diversity of our community.
They will seek ways to educate employees, employers and the community on the
cultural diversity of Kent and remove barriers to Increase hiring to match the city's
diverse population.
All Contracts Must Be Routed Through The Law Department
(This area to be completed by the Law Department)
Received: _I �
Approval of Law Dept.:
140V a 7 2012 1
Law Dept. Comments: vz�
KENT DEFT
Date Forwarded to Mayor: �2 I ( ')
Shaded Areas To Be Completed By Administration Staff
Received: Q c
�r
Recommendations and Comments:
Disposition:
�_ ��tyCf EFt
Date Returned: