Coraggio Group - Organizational Assessment Contract#
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CITY OF TIGARD,OREGON
PERSONAL SERVICES AGREEMENT
ORGANIZATIONAL ASSESSMENT
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THIS AGREEMENT made and entered into this 18`h day of March, 2008 by and between the City of
Tigard, a municipal corporation of the State of Oregon, hereinafter called City, and Coraggio Group,
hereinafter called Contractor.
RECITALS
WHREAS, the City's 2007-2008 Fiscal Year budget provides for professional services; and
WHEREAS City has need for the services of a company with a particular training, ability, knowledge,
and experience possessed by Contractor, and
WHEREAS City has determined that Contractor is qualified and capable of performing the professional
services as City does hereinafter require, under those terms and conditions set forth,
THEREFORE the Parties agree as follows:
1. SERVICES TO BE PROVIDED
Contractor shall initiate services immediately upon receipt of City's notice to proceed together
with an executed copy of this Agreement. Contractor agrees to complete work that is detailed in
Exhibit A and by this reference made a part hereof. Any and all work assigned by the City will
be contained in subsequent scope of work as needed.
2. EFFECTIVE DATE AND DURATION
This Agreement shall become effective upon the date of execution, and shall expire, unless
otherwise terminated or extended, on 4wao ��996 All work under this Agreement shall be
completed prior to the expiration of this Agreement.1Aa&4sr-3/,2609
3. COMPENSATION
The City agrees to pay Contractor a not to exceed amount of Forty Five Thousand and No/100
Dollars ($45,000.00) for performance of both phases of the organizational assesses as described
herein, including Exhibit A. Any and all payments made to the Contractor shall be based upon
the following applicable terms:
A. Payment by City to Contractor for performance of services under this Agreement
includes all expenses incurred by Contractor, with the exception of expenses, if any
identified in this Agreement as separately reimbursable.
B. The City agrees to pay the Contractor a not to exceed amount of $35,000 for Phase I
and a not to exceed amount of $10,000 for Phase II. The City agrees to make a
payment to the Contractor in three equal installments under Phase I of the project,
with the first payment of Eleven Thousand Six Hundred Sixty Seven and No/100
Dollars ($11,667.00) due upon commencement of the project. The City will make a
payment of$10,000 to the Contractor at the start of Phase II's planning process.
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C. Payment will be made in installments based on Contractor's invoice, subject to the
approval of the City Manager, or designee, and not more frequently than monthly.
Payment shall be made only for work actually completed as of the date of invoice.
D. Payment by City shall release City from any further obligation for payment to
Contractor, for services performed or expenses incurred as of the date of the invoice.
Payment shall not be considered acceptance or approval of any work or waiver of any
defects therein.
E. Contractor shall make payments promptly, as due, to all persons supplying labor or
materials for the prosecution of this work.
F. Contractor shall not permit any lien or claim to be filed or prosecuted against the City
on any account of any labor or material furnished.
G. Contractor shall pay to the Department of Revenue all sums withheld from employees
pursuant to ORS 316.167.
H. If Contractor fails, neglects or refuses to make prompt payment of any claim for labor or
services furnished to Contractor or a subcontractor by any person as such claim becomes
due, City's Finance Director may pay such claim and charge the amount of the payment
against funds due or to become due the Contractor. The payment of the claim in this
manner shall not relieve Contractor or their surety from obligation with respect to any
unpaid claims.
I. Contractor shall pay employees at least time and a half pay for all overtime worked in
excess of 40 hours in any one week except for individuals under the contract who are
excluded under ORS 653.010 to 653.261 or under 29 USC sections 201 to 209 from
receiving overtime.
J. Contractor shall promptly, as due, make payment to any person, co-partnership,
association or corporation, furnishing medical, surgical and hospital care or other needed
care and attention incident to sickness or injury to the employees of Contractor or all
sums which Contractor agrees to pay for such services and all moneys and sums which
Contractor collected or deducted from the wages of employees pursuant to any law,
contract or agreement for the purpose of providing or paying for such service.
K. The City certifies that sufficient funds are available and authorized for expenditure to
finance costs of this contract.
4. OWNERSHIP OF WORK PRODUCT
City shall be the owner of and shall be entitled to possession of any and all work products of
Contractor which result from this Agreement, including any computations, plans,
correspondence or pertinent data and information gathered by or computed by Contractor prior
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to termination of this Agreement by Contractor or upon completion of the work pursuant to
this Agreement.
5. ASSIGNMENT/DELEGATION
Neither party shall assign, sublet or transfer any interest in or duty under this Agreement
without the written consent of the other and no assignment shall be of any force or effect
whatsoever unless and until the other party has so consented. If City agrees to assignment of
tasks to a subcontract, Contractor shall be fully responsible for the acts or omissions of any
subcontractors and of all persons employed by them, and neither the approval by City of any
subcontractor nor anything contained herein shall be deemed to create any contractual relation
between the subcontractor and City.
6. STATUS OF CONTRACTOR AS INDEPENDENT CONTRACTOR
Contractor certifies that:
A. Contractor acknowledges that for all purposes related to this Agreement, Contractor is
and shall be deemed to be an independent contractor as defined by ORS 670.700 and not
an employee of City, shall not be entitled to benefits of any kind to which an employee
of City is entitled and shall be solely responsible for all payments and taxes required by
law. Furthermore, in the event that Contractor is found by a court of law or any
administrative agency to be an employee of City for any purpose, City shall be entitled
to offset compensation due, or to demand repayment of any amounts paid to Contractor
under the terms of this Agreement, to the full extent of any benefits or other
remuneration Contractor receives (from City or third party) as a result of said finding
and to the full extent of any payments that City is required to make (to Contractor or to
a third party) as a result of said finding.
B. The undersigned Contractor hereby represents that no employee of the City, or any
partnership or corporation in which a City employee has an interest, has or will receive
any remuneration of any description from Contractor, either directly or indirectly, in
connection with the letting or performance of this Agreement, except as specifically
declared in writing.
If this payment is to be charged against Federal funds, Contractor certifies that he/she is
not currently employed by the Federal Government and the amount charged does not
exceed his or her normal charge for the type of service provided.
Contractor and its employees, if any, are not active members of the Oregon Public
Employees Retirement System and are not employed for a total of 600 hours or more in
the calendar year by any public employer participating in the Retirement System.
C. Contractor certifies that it currently has a City business license or will obtain one prior
to delivering services under this Agreement.
D. Contractor is not an officer, employee, or agent of the City as those terms are used in
ORS 30.265.
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7. INDEMNIFICATION
City has relied upon the professional ability and training of Contractor as a material inducement
to enter into this Agreement. Contractor warrants that all its work will be performed in
accordance with generally accepted professional practices and standards as well as the
requirements of applicable federal, state and local laws, it being understood that acceptance of a
contractor's work by City shall not operate as a waiver or release.
Contractor agrees to indemnify and defend the City, its officers, agents and employees and hold
them harmless from any and all liability, causes of action, claims, losses, damages, judgments or
other costs or expenses including attorney's fees and witness costs and (at both trial and appeal
level, whether or not a trial or appeal ever takes place) that may be asserted by any person or
entity which in any way arise from, during or in connection with the performance of the work
described in this contract, except liability arising out of the sole negligence of the City and its
employees. Such indemnification shall also cover claims brought against the City under state or
federal worker's compensation laws. If any aspect of this indemnity shall be found to be illegal
or invalid for any reason whatsoever, such illegality or invalidity shall not affect the validity of
the remainder of this indemnification.
8. INSURANCE
Contractor and its subcontractors shall maintain insurance acceptable to City in full force and
effect throughout the term of this contract. Such insurance shall cover all risks arising directly or
indirectly out of Contractor's activities or work hereunder, including the operations of its
subcontractors of any tier.
The policy or policies of insurance maintained by the Contractor and its subcontractor shall
provide at least the following limits and coverages:
A. Commercial General Liability Insurance
Contractor shall obtain, at contractor's expense, and keep in effect during the term of
this contract, Comprehensive General Liability Insurance covering Bodily Injury and
Property Damage on an "occurrence" form (1996 ISO or equivalent). This coverage
shall include Contractual Liability insurance for the indemnity provided under this
contract. The following insurance will be carried:
Coverage Limit
General Aggregate 2,000,000
Products-Completed Operations Aggregate 1,000,000
Personal & Advertising Injury 1,000,000
Each Occurrence 1,000,000
Fire Damage (Any one fire) 50,000
Medical Expense (Any one person) 5,000
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B. Commercial Automobile Insurance
Contractor shall also obtain, at contractor's expense, and keep in effect during the
term of the contract, Commercial Automobile Liability coverage including coverage
for all owned, hired, and non-owned vehicles. The Combined Single Limit per
occurrence shall not be less than $1,000,000.
C. Workers' Compensation Insurance
The contractor, its Subcontractors, if any, and all employers providing work, labor, or
materials under this Contract that are subject employers under the Oregon Workers'
Compensation Law shall comply with ORS 656.017, which requires them to provide
workers' compensation coverage that satisfies Oregon law for all their subject workers.
Out-of-state employers must provide Oregon workers' compensation coverage for their
workers who work at a single location within Oregon for more than 30 days in a
calendar year. Contractors who perform work without the assistance or labor of any
employee need not obtain workers' compensation coverage. All non-exempt employers
shall provide Employer's Liability Insurance with coverage limits of not less than
$500,000 each accident.
D. Additional Insured Provision
The Commercial General Liability Insurance and Commercial Automobile Insurance
policies and other policies the City deems necessary shall include the City, its officers,
directors, and employees as additional insureds with respect to this contract.
E. Notice of Cancellation
There shall be no cancellation, material change, exhaustion of aggregate limits or
intent not to renew insurance coverage without 30 days written notice to the City.
Any failure to comply with this provision will not affect the insurance coverage
provided to the City. The 30 days notice of cancellation provision shall be physically
endorsed on to the policy.
F. Insurance Carrier Rating
Coverages provided by the Contractor must be underwritten by an insurance
company deemed acceptable by the City. The City reserves the right to reject all or
any insurance carrier(s) with an unacceptable financial rating.
G. Certificates of Insurance
As evidence of the insurance coverage required by the contract, the Contractor shall
furnish a Certificate of Insurance to the City. No contract shall be effected until the
required certificates have been received and approved by the City. The certificate will
specify and document all provisions within this contract. A renewal certificate will be
sent to the above address 10 days prior to coverage expiration.
H. Independent Contractor Status
The service or services to be rendered under this contract are those of an independent
contractor. Contractor is not an officer, employee or agent of the City as those terms
are used in ORS 30.265.
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I. Primary Coverage Clarification
The parties agree that Contractor's coverage shall be primary to the extent permitted
by law. The parties further agree that other insurance maintained by the City is excess
and not contributory insurance with the insurance required in this section.
J. Cross-Liability Clause
A cross-liability clause or separation of insureds clause will be included in all general
liability, professional liability, pollution and errors and omissions policies required by
this contract.
Contractor's insurance policy shall contain provisions that such policies shall not be canceled or
their limits of liability reduced without thirty (30) days prior notice to City. A copy of each
insurance policy, certified as a true copy by an authorized representative of the issuing insurance
company, or at the discretion of City, in lieu thereof, a certificate in form satisfactory to City
certifying to the issuance of such insurance shall be forwarded to:
City of Tigard
Attn: Joe Barrett, Contracts/Budget Analyst
13125 SW Hall Blvd.
Tigard, Oregon 97223
Such policies or certificates must be delivered prior to commencement of the work. The
procuring of such required insurance shall not be construed to limit contractor's liability
hereunder. Notwithstanding said insurance, Contractor shall be obligated for the total amount
of any damage, injury, or loss caused by negligence or neglect connected with this contract.
9. METHOD & PLACE OF SUBMITTING NOTICE, BILLS AND PAYMENTS
All notices, bills and payments shall be made in writing and may be given by personal delivery,
mail or by fax. Payments may be made by personal delivery, mail, or electronic transfer. The
following addresses shall be used to transmit notices, bills, payments, and other information:
CITY of TIGARD CORAGGIo GRoup
Attn: Sandy Zodrow, HR Director Attn: Linda Lucas
Address: 13125 SW Hall Blvd. Address: 2240 N Interstate Ave., Suite 240
Tigard, Oregon 97223 Portland, Oregon 97227
Phone: (503) 718-2408 Phone: (503) 493-1452
Fax: (503) 684-7297 Fax: (503) 284-1311
Email Address: sandy@tigard-or.gov Email Address:
and when so addressed, shall be deemed given upon deposit in the United States mail, postage
prepaid, or when so faxed, shall be deemed given upon successful fax. In all other instances,
notices, bills and payments shall be deemed given at the time of actual delivery. Changes may
be made in the names and addresses of the person to who notices, bills and payments are to be
given by giving written notice pursuant to this paragraph.
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10. MERGER
This writing is intended both as a final expression of the Agreement between the parties with
respect to the included terms and as a complete and exclusive statement of the terms of the
Agreement. No modification of this Agreement shall be effective unless and until it is made in
writing and signed by both parties.
11. PROFESSIONAL SERVICES
The City requires that services provided pursuant to this agreement shall be provided to the City
by a Contractor that does not represent clients on matters contrary to City interests. Further,
Contractor shall not engage services of an attorney and/or other professional who individually,
or through members of his/her same firm, represents clients on matters contrary to City
interests.
Should the Contractor represent clients on matters contrary to City interests or engage the
services on an attorney and/or other professional who individually, or through members of
his/her same firm, represents clients on matters contrary to City interests, Contractor shall
consult with the appropriate CITY representative regarding the conflict.
After such consultation, the Contractor shall have seven (7) days to eliminate the conflict to the
satisfaction of the City. If such conflict is not eliminated within the specified time period, the
agreement may be terminated pursuant to Section 13 (B) (3) of this agreement.
12. TERMINATION WITHOUT CAUSE
At any time and without cause, City shall have the right in its sole discretion, to terminate this
Agreement by giving notice to Contractor. If City terminates the contract pursuant to this
paragraph, it shall pay Contractor for services rendered to the date of termination.
13. TERMINATION WITH CAUSE
A. City may terminate this Agreement effective upon delivery of written notice to
Contractor, or at such later date as may be established by City, under any of the
following conditions:
1) If City funding from federal, state, local, or other sources is not obtained and
continued at levels sufficient to allow for the purchase of the indicated quantity of
services. This Agreement may be modified to accommodate a reduction in funds
2) If federal or state regulations or guidelines are modified, changed, or interpreted in
such a way that the services are no longer allowable or appropriate for purchase
under this Agreement.
3) If any license or certificate required by law or regulation to be held by
Contractor, its subcontractors, agents, and employees to provide the services
required by this Agreement is for any reason denied, revoked, or not renewed.
4) If Contractor becomes insolvent, if voluntary or involuntary petition in
bankruptcy is filed by or against Contractor, if a receiver or trustee is appointed
for Contractor, or if there is an assignment for the benefit of creditors of
Contractor.
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Any such termination of this agreement under paragraph (a) shall be without prejudice to
any obligations or liabilities of either party already accrued prior to such termination.
B. City, by written notice of default (including breach of contract) to Contractor, may
terminate the whole or any part of this Agreement:
1) If Contractor fails to provide services called for by this agreement within the time
specified herein or any extension thereof, or
2) If Contractor fails to perform any of the other provisions of this Agreement, or
so fails to pursue the work as to endanger performance of this agreement in
accordance with its terms, and after receipt of written notice from City, fails to
correct such failures within ten (10) days or such other period as City may
authorize.
3) If Contractor fails to eliminate a conflict as described in Section 11 of this
agreement.
The rights and remedies of City provided in the above clause related to defaults
(including breach of contract) by Contractor shall not be exclusive and are in addition to
any other rights and remedies provided by law or under this Agreement.
If City terminates this Agreement under paragraph (b), Contractor shall be entitled to
receive as full payment for all services satisfactorily rendered and expenses incurred, an
amount which bears the same ratio to the total fees specified in this Agreement as the
services satisfactorily rendered by Contractor bear to the total services otherwise required
to be performed for such total fee; provided, that there shall be deducted from such
amount the amount of damages, if any, sustained by City due to breach of contract by
Contractor. Damages for breach of contract shall be those allowed by Oregon law,
reasonable and necessary attorney fees, and other costs of litigation at trial and upon
appeal.
14. ACCESS TO RECORDS
City shall have access to such books, documents, papers and records of Contractor as are directly
pertinent to this Agreement for the purpose of making audit, examination, excerpts and
transcripts.
15. FORCE MAJEURE
Neither City nor Contractor shall be considered in default because of any delays in completion
and responsibilities hereunder due to causes beyond the control and without fault or negligence
on the part of the parties so disenabled, including but not restricted to, an act of God or of a
public enemy, civil unrest, volcano, earthquake, fire, flood, epidemic, quarantine restriction,
area-wide strike, freight embargo, unusually severe weather or delay of subcontractor or supplies
due to such cause; provided that the parties so disenabled shall within ten (10) days from the
beginning of such delay, notify the other parry in writing of the cause of delay and its probable
extent. Such notification shall not be the basis for a claim for additional compensation. Each
party shall, however, make all reasonable efforts to remove or eliminate such a cause of delay or
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default and shall, upon cessation of the cause, diligently pursue performance of its obligation
under the Agreement.
16. NON-WAIVER
The failure of City to insist upon or enforce strict performance by Contractor of any of the
terms of this Agreement or to exercise any rights hereunder should not be construed as a waiver
or relinquishment to any extent of its rights to assert or rely upon such terms or rights on any
future occasion.
17. NON-DISCRIMINATION
Contractor agrees to comply with all applicable requirements of federal and state civil rights and
rehabilitation statues, rules, and regulations. Contractor also shall comply with the Americans
with Disabilities Act of 1990, ORS 659.425, and all regulations and administrative rules
established pursuant to those laws.
18. ERRORS
Contractor shall perform such additional work as may be necessary to correct errors in the work
required under this Agreement without undue delays and without additional cost.
19. EXTRA (CHANGES) WORK
Only the City's Project Manager for this Agreement, Brian Rager, Asst. Public Works Director,
may authorize extra (and/or change) work. Failure of Contractor to secure authorization for
extra work shall constitute a waiver of all right to adjustment in the contract price or contract
time due to such unauthorized extra work and Contractor thereafter shall be entitled to no
compensation whatsoever for the performance of such work.
20. WARRANTIES
All work shall be guaranteed by Contractor for a period of one year after the date of final
acceptance of the work by the owner. Contractor warrants that all practices and procedures,
workmanship and materials shall be the best available unless otherwise specified in the
profession. Neither acceptance of the work nor payment therefore shall relieve Contractor from
liability under warranties contained in or implied by this Agreement.
21. ATTORNEY'S FEES
In case suit or action is instituted to enforce the provisions of this contract, the parties agree that
the losing party shall pay such sum as the court may adjudge reasonable attorney fees and court
costs, including attorney's fees and court costs on appeal.
22. GOVERNING LAW
The provisions of this Agreement shall be construed in accordance with the provisions of the
laws of the State of Oregon. Any action or suits involving any question arising under this
Agreement must be brought in the appropriate court of the State of Oregon.
23. COMPLIANCE WITH STATE AND FEDERAL LAWS/RULES
Contractor shall comply with all applicable federal, state and local laws, rules and regulations,
including, but not limited to, the requirements concerning working hours, overtime, medical
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care, workers compensation insurance, health care payments, payments to employees and
subcontractors and income tax withholding contained in ORS Chapter 279B, the provisions
of which are hereby made a part of this agreement.
24. CONFLICT BETWEEN TERMS
It is further expressly agreed by and between the parties hereto that should there be any conflict
between the terms of this instrument in the proposal of the contract, this instrument shall
control and nothing herein shall be considered as an acceptance of the said terms of said proposal
conflicting herewith.
25. AUDIT
Contractor shall maintain records to assure conformance with the terms and conditions of this
Agreement, and to assure adequate performance and accurate expenditures within the contract
period. Contractor agrees to permit City, the State of Oregon, the federal government, or their
duly authorized representatives to audit all records pertaining to this Agreement to assure the
accurate expenditure of funds.
26. SEVERABILITY
In the event any provision or portion of this Agreement is held to be unenforceable or invalid by
any court of competent jurisdiction, the validity of the remaining terms and provisions shall not
be affected to the extent that it did not materially affect the intent of the parties when they
entered into the agreement.
27. CONDITIONS OF SUPPLYING A PUBLIC AGENCY
Where applicable, seller must make payment promptly as due to persons supplying Contractor
labor or materials for the execution of the work provided by this order. Contractor must pay all
contributions or amounts due from Contractor to the Industrial Accident Fund incurred in the
performance of this order. Contractor shall not permit any lien or claim to be filed or prosecuted
against Buyer or any subdivision of City on account of any labor or material to be furnished.
Contractor further agrees to pay to the Department of Revenue all sums withheld from employees
pursuant to ORS 316.167.
28. HOURS OF LABOR
If labor is performed under this order, then no person shall be employed for more than eight (8)
hours in any one day, or forty (40) hours in any one week, except in cases of necessity, or
emergency or where the public policy absolutely requires it, and in such cases, except cases of
contracts for personal services as defined in ORS 279A.055,the labor shall be paid at least time and a
half for all overtime in excess of eight (8) hours a day and for all work performed on Saturday and
on any legal holidays as specified in ORS 279C.540. In cases of contracts for personal services as
defined in ORS 279A.055, any labor shall be paid at least time and a half for all hours worked in
excess of forty (40) hours in any one week, except for those individuals excluded under ORS
653.010 to 653.260 or under 29 USC SS 201-209.
29. MEDICAL CARE AND WORKERS' COMPENSATION
Contractor shall promptly, as due, make payment to any person, co-partnership, association or
corporation, furnishing medical, surgical and hospital care or other needed care and attention
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incident to sickness or injury, to the employees of such Contractor, of all sums which the
Contractor agrees to pay for such services and all moneys and sums which the Contractor collected
or deducted from the wages of the employees pursuant to any law, contractor agreement for the
purpose of providing or paying for such service.
30. COMPLETE AGREEMENT
This Agreement and attached exhibits constitutes the entire Agreement between the parties. No
waiver, consent, modification, or change of terms of this Agreement shall bind either party
unless in writing and signed by both parties. Such waiver, consent, modification, or change if
made, shall be effective only in specific instances and for the specific purpose given. There are no
understandings, agreements, or representations, oral or written, not specified herein regarding
this Agreement. Contractor, by the signature of its authorized representative, hereby
acknowledges that he has read this Agreement, understands it and agrees to be bound by its
terms and conditions.
IN WITNESS WHEREOF, City has caused this Agreement to be executed by its duly
authorized undersigned officer and Contractor has executed this Agreement on the date
hereinabove first written.
CITY OF TIG CORAGGIO GROUP
n
By: Crai rosser, City Manager : Authorized A ent of Contractor
6, _ y/7
Date Date
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EXHIBIT A
SCOPE OF SERVICES
1. OVERVIEW
The City of Tigard has embarked on a 20 year Comprehensive Plan to implement a bold
vision around creating a Complete Community. The Plan identifies the goals, policies and
actions that will guide the City to reach this compelling aspiration. The City has also
launched a Complete Community Initiative to align resources and activities.
In order to reach this vision, the City must not only align its resources and activities, but must
also mobilize and align the organization of people that will make it a reality. Mobilizing the
people and the culture of the City are critical elements to ensuring the City both reaches its
goals and creates the aspirational experience of the City defined in the Comprehensive Plan.
In order to effectively align the organization, the City must first know exactly where the
organization sits today, understand what changes must occur in the organization, and plan
accordingly to move the organization toward its desired end state. The Contractor will
facilitate a process that assesses the organization, defines a near term end state of the
organization to implement the City's vision and conducts planning within the key
departments to begin implementation.
2. OBJECTIVES
A. Develop a baseline of where the City is today and a gap analysis with respect to how the
City can support and implement its vision.
B. Build an organizational development plan to guide the alignment of people, processes and
resources to the vision for the future of a Complete Community.
C. Create leadership team clarity and alignment on the key organizational areas of focus over
the next 12-18 months.
3. ELEMENTS OF THE PROJECT
The project will center around two phases of work:
A. Phase I: Organizational Assessment
• Interviews—The Contractor will conduct interviews with the City's Executive Team
and the leadership of each Department. The goal will be to identify the patterns and
themes of the behaviors, agreements and attitudes in the current environment.
• Focus Groups—Contractor will conduct 6-8 focus groups throughout the organization
to engage managers and staff in a facilitated conversation. The specific number and
location of focus groups will be mutually agreed upon during project scoping.
• Research Reports—Contractor will provide a report that summarizes each stage of the
assessment process, summary of themes and patterns with management and employees,
verbatim quotes from focus groups, and a summary of findings, conclusions, and
recommendations out of the complete assessment process.
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• Facilitated Conversations—Contractor will facilitate the leadership team in
conversations to understand the themes and patterns that emerge in the research
B. Phase II: Development Plan
• Facilitated Planning Discussion with Leadership—Following the completion of the
assessment, Contractor will facilitate working sessions with City leadership around the
key findings of the assessment process, the implications of those findings on decision-
making, and the development of 2008 and 2009 organizational change priorities.
• Facilitated Departmental Developmental Planning—Facilitate working sessions by
department to create objectives, priorities, initiatives and an action plan for
organizational development.
4. Timeline and Approach
Contractor will work collaboratively with City leadership (with Sandy Zodrow as the City's
primary contact) to ensure that the assessment process meets the objectives stated above.
City and Contractor expect for Phase I and Phase II to take a total of 12-16 weeks (or four
months), depending primarily on Contractor's ability to collectively schedule the interviews,
focus groups and follow up meeting times.
Projected Timeline
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Phase I
Week 1 Kick-Off Session with Executive Team
Detailed work plan and timeline presented
Obtain agreement on interview process and people to include
Week 2-4 Interviews
Executive Team
Department leadership
Week 5 Report back to Executive Team
Week 6-10 Focus Groups
Focus group recruitment and set up
Facilitation of 6-8 focus groups
Weeks 11- Report out from Research
12 Presentation of data, findings & conclusions
Phase II
Weeks 13- Organizational Planning
15 Facilitated conversations with City of Tigard leadership to identify
organizational objectives, initiatives and priorities to move the organization to
the desired "end state".
Facilitated Departmental Planning sessions to create objectives, initiatives,
priorities, and an action plan for organizational development.
Creation of a 12 month strategic brief that defines priorities, key areas of
focus, and indicators of success
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5. PRICING STRUCTURE
A. Phase I
The cost of the scoped work is $35,000 to be paid in three equal installments with the first
payment of $11,667 due upon commencement of the project. This cost includes all time,
expenses and deliverables as part of this project.
B. Phase II
The cost of the scoped work is $10,000 to be paid at the start of the Phase II planning
process.
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City of Tigard, Oregon • 13125 SW Hall Blvd. • Tigard, OR 97223
V*!7,
TIGARD
April 2, 2008
Coraggio Group
Attn: Linda Lucas
2240 N Interstate Avenue, Suite 240
Portland, Oregon 97227
Dear Ms. Lucas,
Enclosed you will find two copies of a proposed agreement between the City of Tigard and the
Coraggio Group for services related to an Organizational Assessment for the City. Please review the
agreement and, if you are comfortable, sign both copies and return them, along with a copy of your
firm's federal Tax ID form, to my attention at:
City of Tigard
Attn: Joe Barrett, Contract/Budget Analyst
13125 SW Hall Blvd.
Tigard, Oregon 97223.
Once I've received the signed copies, I'll assign a contract number for future reference and return a
fully executed copy to you.
Thank you for your prompt attention to this matter. The City is truly looking forward to this
opportunity to work with your company. If you have any questions please feel free to contact me at
either (503) 718-2477 or at joseph&igard-or.gov.
Sincerely,
Joseph Barrett
Contracts/Budget Analyst
Phone: 503.639.4171 . Fax: 503.684.7297 www.tigard-or.gov . TTY Relay: 503.684.2772
e CITY OF TIGARD
CONTRACT SUMMARY FORM
(FORMMUST ACCOMPANY EACH CONTRACT FOR AUTHORIZATION)
Title of Contract: Organizational Assessment Contract #: (*asiji(tgj ter execution)
Contractor: Coraggio Group Total: $45,000 (nte)
Brief Overview: Contractor will facilitate a process that assesses the City,defines a near term end state of the
organization to implement the City's vision,and conduct planning within the departments
to begin implementation of the vision.
Changes Made To Adjusted the compensation to reflect the payment terms requested by Contractor.
Boilerplate Configured the Effective Dates and Duration to reflect an agreement with no option years.
Contract
Type of Contract: ❑ Purchase Agreement Z Personal Service ❑ Construction ❑ Other
Start Date: March 18, 2008 1 End Date: June 30, 2008 LCRB Award Date: N/A
Contract Manager: Sandy Zodrow Extension: 2408 Department: Human Resources
Quotes/Bids/Proposals: COMPANY AMOUNT/SCORE
City is using Single-Seller exemption.
Department Comments:
Department Signature Date:
Purchasing Comments:
�-A YL
Purchasing Signatur — Date: tYh w-.t 192068
Administration: Date: - , o
Certificate of Insurance R ceived? ❑ Yes ® No ❑ Self-Insured(Form-Received)
Business Tax Current? ❑ Yes ❑ No Contractor License Current? ❑ Yes ❑ No
Federal TIN/1099 #: 20-2833669 Bonds Required: ❑ Yes ® No
Accounting String: Fund Division Account Total
600 3130 601000 $45,000
inn