Loading...
Portland State University (PSU) ~ C190062 CITY OF TIGARD,OREGON-CONTRACT SUMMARY FORM (THIS FORMMUSTACCO"ANYEVERYCONTRACT) Contract Title: Lean II Training Number: �� ���a Contractor: Portland State llwversits Contract iotai: $10,500 Contract Overview- Three sty hours training sessions prox ided for 30 Tigard staff to gasp an undeistandmg of Lean tools and principals for implementation of continuous improvement in a a)yernment setting Initial Risk Level: ❑ Fxtreme ❑ High ❑ Moderate Q Love Risk Reduction Steps Contract does not cover drive tithe, o*on-site training at Tigard Risk.Comments: Risk Sngnatute Contract Manager: Dana Bennett Ext: 2453 Department: Human Resources Type: ❑ Personal Svc ❑ Professional Svc ❑ Atchltectural.Agr ❑ Public Imp ❑ General Svc ❑ Engmeesang Svc ® Other: Trainer Aggeetnent Start Date: 4-22-19 End Date. 5-31-19 Quotes/Bids/'Proposal: FIRM AmOUNT/SCORE Account String Fund-Division-Account Work Order—Activity Tyke Amount FY 15-19 600-1000-54001 10,500 FY )ham FY FY A provals - LCRB Date: Department Connnents Department Signature- �- --� Purchasing Comments: Purchasing Signature: City Manager Conunents: City Manager Signature After securing all required approvals, forward ongmal copy to the Gontracang and Purchasing Office along with a completed Contract Checklist. Contract *C- CITY OF TIGARD,OREGON PRESENTER AGREEMENT LEAN II TRAINING THIS AGREEMENT made and entered into this 18"'day of March,2019 by and between the City of Tigard, a municipal corporation of the State of Oregon,hereinafter called City, and Portland State University Center for Executive and Professional Education, hereinafter called Presenter. RECITALS WHEREAS, City has need for the services of a company or individual with a particular training, ability, knowledge,and experience possessed by Presenter, and WHEREAS, City has determined that Presenter 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: SCOPE OF WORK Presenter shall initiate services upon receipt of City's notice to proceed together with an executed copy of this Agreement. Presenter agrees to complete work that is detailed in Exhibit A — Scope of Work and by this reference made a part hereof. EFFECTIVE DATE AND DURATION This Agreement shall become effective upon signature by both parties and shall expire, unless otherwise terminated or extended, on May 31, 2019. All work under this Agreement shall be completed prior to the expiration of this Agreement. COMPENSATION City agrees to pat' Presenter an amount not to exceed Ten Thousand Five Hundred and No/100 Dollars ($10,500.00) for performance of those services described in this Agreement. City will not compensate Presenter for travel to or from the work location at City Hall, including travel time or mileage. Payment will be made based on Presenter's invoice, subject to the approval of the City, and not more frequently than monthly. Payment shall be payable within thirty (30) days from the date of the Presenter's invoice. CONTACT INFORMATION All notices, bills, and payments shall be made in writing and may be given by personal delivery, mail, or fax. Payments may be delivered by personal delivery, mail, or electronic transfer. The following addresses and contacts shall be used to transmit notices,bills,payments,and other information: CITY OF TIGARD PORTLAND STATE UNIVERSITY SU CEPS Attn: Dana BennettAttn: John Whiffed n Sarazin Instructor through PSU .address: 13125 SW Hall BoulevardAddress: Suite 100B, 1500 SW 1st Ave. Tigard,Oregon 97223 Portland,Oregon 97201 Phone: 503 718-2453 hone: 503 841-5096 Email: danab ti d-or. v Email: jwhitted dx.edu i PRESENTER AS INDEPENDENT CONTRACTOR Presenter acknowledges that for all purposes related to this Agreement, Presenter is and shall be deemed to be an independent contractor as defined by ORS 670.600 and not an employee of City, shall not be entitled to benefits of any kind to w=hich an employee of City is entitled and shall be solely responsible for all payments and taxes required by law=. Furthermore,in the event that Presenter 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 Presenter under the terms of this Agreement,to the full extent of am•benefits or other remuneration Presenter 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 Presenter or to a third party)as a result of said finding. Presenter acknowledges that for all purposes related to this Agreement,Presenter is not an officer, employee, or agent of the City as those terms are used in ORS 30.265. CITY OF TIGARD BUSINESS LICENSE Presenter shall obtain,prior to the execution of any performance under this Agreement,a City of Tigard Business License. The Tigard Business License is based on a calendar year with a December 3V expiration date. New businesses operating in Tigard after June 30'' of the current year will pay a pro-rated fee though the end of the calendar year. INDEMNIFICATION City has rclied upon the experience, ability,and training of Presenter as a material inducement to enter into this Agreement. Presenter 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 Presenter's w=ork by City shall not operate as a waiver or release. Subject to the Oregon Tort Claims Act(ORS 30.260 through 30.300) and the Oregon Constitution, Article XI, Section 7,Presenter agrees to indemnify and defend the City,its officers,employees,agents and representatives 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 w=itness costs (at both trial and appeal level,whether or not a trial or appeal ever takes place including any hearing before federal or state administrative agencies) 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 coyer claims brought against the City under state or federal Nvorker'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. INSURANCE If driving is required by this Agreement,automobile insurance is required in accordance with the laws of the State of Oregon. Proof of such insurance is required to be provided to the City Contact prior to the commencement of work. The procuring of such required insurance shall not be construed to limit Presenter's liability=hereunder. Notwithstanding said insurance and subject to the Oregon Tort Claims Act and the Oregon Constitution referenced above, Presenter shall be obligated for the total amount of any damage, injury, or loss caused by negligence or neglect connected with this Agreement. Driving to and from the work location at City Hall is distinct from and not considered driving required by this Agreement. TERMINATION The Parties agree that any decision by either party to terminate this Agreement before either before the work is completed or the 31"day of'May,2019 shall be accompanied by thirty(30) days'written notice to the other party prior to the date termination would take effect. There shall be no penalty, for early termination. If City HR Presenter Agreement 2 1 1' I terminates the contract pursuant it, this paragraph, it shall pay Prc:zenter f6r scmice�; rendered prorated to the date of termination. AGREEMEN"I MODIFICATIONS Modifications toi this ,Agreement are valid only if madc in wiiung and signed bi all Parties. GOVERNING IAM- Presenter shall compli. «itli all aphhcable federal, state and local ]a%%,.; and rules and regulations on non- discrinvnation to employnient because of race,color,oncestri,national origin,religion,sex,marital status,age, medical condition or disability. "Ilse provisions of this Agreementshall be construed in accordance.vith the provisions of the laws of the State of Oregon. To the extent applicable to Presenter as a Public University, all provisions required by ORS Chapters 279A, 279B, and 279C to be included in a contract cif thi• hire are incorporated into this Agreement as tho+hgh fulh set forth herein. Any action or suits imolvitig any question arising under this .Agreement must be brought in the appropriate court of die Stare of Oregon. CONDITIONS OF SL(PPLYING A PUBLiC AGENCY Atli re applicable,Presrnter must make payment promptly as due to persons supplying Presenter Labor or materials for the execution of the work provided by this order. Presenter must pat all contributions or amounts due from Presenter to the Industrial :Accident Fund incurred Urma i the perfornce of flus order Pre enter shall not permit ani- hen nyhen or elauhh to be filed or prosecuted aganist (:it%' on account of any labor or material to be furnished. Presenter furdhr r aWecs to pai-to the I)cpartnient of Revenlw all sums«tithheld from emploices pursuant to ORS 316.167,. COMPLETE AGREEMENT 71us.Agreement and attached exhibit constinitc the enure Agreement between the parties No waiver,consent, modification, or change of term, of this Agr�:rmerit shall bind either party,unless in xuritutg and signed by both parties. Such waiver,consent,modification,(ir change if mad,_, sliall be effective onli uh specific iinstaiices and for the specific purpose given. There arc-no utiderstandiiigs,agreetnents, or representations,oral or written,not specified herein regarding this .Agreement. Presenter,bi- the signature of its authon7r:d representative,hereby acknowledges that Presenter has read this.Agreement,understands it and agrees to be bound be its terms and conditions. IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed by their duli authorized undersigned officials CIT]'OF TIGARD P.S.U.C.E.P.E. PORTLAND STATE UNIVERSITY 13y: :luthonzed Ciri ()Efici1] Bi_ f\uthorized.Agent of Pr4&e_ntE_ Portland State University Karen Thomson, Director-Contracting and Procurement Services Name Name t`f — 3_2 9 /1 I)ate Data I IR Presenter .Agreement 3 1 P ., ,. EXHIBITA, :SCOPE OF WORK Duration: 3 days at.6 hours(18 hours).of training Patti ipai►ts: [Tp to Q at.C.pants pct,group ;Locat:ioh::City of'I`igard offices . Date'. Monday,April T'O,`I`hursday,May 9`'',.Moriday,May 203' ;Cosa:X10.5,00:0.0 `Phis.is,,a fiNecl.i ost ancl. eli¢es eoiAcht developrne#►t and cust�riuzat oii,2:5 dais.tiital bf facilitation,the :design,production and delivery�if;prin.ted materials.for each pariioipant,ceruficdres-nf completion grid t>anscripuoi�'p'E C.l C3s,and:eleCtrbii evaIuition of the program_ .L��n'Doyemmeitt Day 1 hicinday;Ari1 32" 8 30 am -3.00.pry_Gir♦'Town Hall 1, IA(ro'ductionS! .2. :Lean govetnmetih •Wh#is it? �•:Barriets . .•:10.c' mrnlindmefits .3.. Llan�deinonstration 4. _`Making workxisI&Kanban •Setdiv u 'tarns •Daily huddles .��vWdr"zntiig 5. Focusing efpFts.(C!IRs) ;-.Settin' oV eetives g�.- I . •Settingtkelr re.Wi5 and wing to N--�anlian.-bcikr& x,Puarterly-.reset. b.. VG'-Orksh,op 4_put what.you have.learned to work- Yo ork Your f`6t-Ka�aban board i What ttiblem is it solving? ••H6w.vvill•you use.his tool? :Your fir�tQl�Rs •What are d1k0 •.Flow will y.6a deploy and.manage? 7. HoMewgrk. •Select a-process anti-bring fQrms,documentation;and anything elae that.can j:ke used to help corOplete a eurr�nt stdte analysis Day 2 Thursday,May:9a'- 8.30 am- 3:00 pm—Library-CQniinuniry Room 1. Understanding value development—the ioots of lean Four Kinds of Improvement i The Lean Manager •Continual Improvement(PDSA%SOAP) HR Presenter Agreement 4 -Po g.e EXHIBIT A SCOPE OF WORK Duration: 3 days at 6 hours (18 hours) of training Participants: Up to 30 participants per group Location: City of Tigard offices Date: Mondav, April 22"',Thursdav,Mav 9"',Monday,Mav 201" Cost: $10,500.00 This is a fixed cost and includes content de,,elopment and customization,2.5 days total of facilitation, the design,production and delivery of printed materials for each participant,certificates of completion and transcription of CFUs, and electronic evaluation of the program. Lean Government [);Iy 1 M oli -ax , April 2:. " - 8:30 am - 3:00 pm—City ToNk ri Hall 1. Introductions _. Lean go\'C1't]1T1Cf11: •`Vhat is it? •Barriers . 10 commandments 3. .bean demonstration 4. flaking work risible.: kanban. •Setting up boards •Daily huddles •Su arming 3. Focusing efforts (OKRs) •Setting objectives •Setting key results and tying to Kanban.boards •C luarterl`' reset 6. Workshop—put what you have learnc::d to cork •Your first Kanban board •W"hat problem is it so lciiny? . 1 1OW Will VOLT use this tool? •Your first OhRs •What are they? •How will you deploy and manage? ?. Hcinlework •Sciccr a process and bring forms, documentation, and anything else Char can be used to help c olllpleru a c.urrenl:state analysis Day Thursday,May 9" - 8:30 ain - 3:00 pm---.Library Commun.iq Room 1. Understanding value dcvelopnlc;nt—the roots of Ican •Four Kinds of Improvement •The Lcan Manager •Continual Improvement (PDS_'1j SOAP) FIR Presenter ,'Agreement 4 2. Exposi.nr.Value. •jh(-.)(_'Mapping •Mlocl; Dial,'rcrins •1);:plC)ymcllt Flolvcharts •G1.Iu;raphic flowcharts •t aluc Si.rc.lm \laps •Scrvicc Experience Charts 3. Putting) 'hat You Learned to Work •C;rcate a.(L.RRENT STATE value map of the process you selected as homework froln D.w 1 4. Homework: •Bring your completed current state value map to Day 3 Day 3 .I(;:ici r.t,lfiat� 20'- 8:30 am - 3:00 pm -City Town Hall 1, Principles and roofs of lean Improvcmcnt •5ptcify value. •131iminate waste (8 sources of waste in professional worl1 ) •Move flaw to a synchronized pull •Employer cmpl(:)yccs and continuously improv:. *Applyiny,Kaizen,Error-proofing, the 5 S system,Visual Management •Getting to root causes through the 5 VG`hys,Fishbone diagrams and metric:ut:ilt•sis 2. 1-:xploring Kaizen—The Lean G.nitinual Improvement.System •Ho-\%! to select a Kaizen project •Row to ;incl pl-c•pare •How to conduct the Lean event •How to follow-up 3. D6 vykshop—put what you have learned to wort: •b;:c,rt:n.lal�tc a silt7plitirel Kaizen event on the process mapped in Day 2 •Review the map of procc:�s •:lppi, le,rn principles •ld ntif% improvement opportunities •Prepare a map of- the improved process Instructor: Ron.Vaia.Zin is president of Olympic Performance,Inc., a consulting company,and CEO of Process Path, Inc., a sofm-are company. He holds a BS in industrial engineering from Oregon State University and completed advanced training at the University of Idaho and Stanford University. Mr. Sarazin has held leadership positions xvith ALCOR,PACCAR,PGE,and Mutual Health Systems, Inc. He is an accomplished author and trainer, and his most recent publication,Action npith Traction,is available on Amazon PSU contact:John Whitted,jwhitted&12dx.edu. 503-841-5096 HR Presenter�lgreemcnt 5 1 1'