HomeMy WebLinkAboutCHANGE ORDER - GENERAL CORRESPONDENCE - 7701393CHANGE ORDER NO.1
PROJECT TITLE: Pay for Performance
CONTRACTOR: WisdomNet, Incorporated
PROJECT NUMBER: Statement of Work #2
PURCHASE ORDER NO.:
DESCRIPTION:
Reason for Change: Add Statement of Work, Change Order #1
Extend Contract Period
2. Description of Changes:
a. Add Exhibit A, Statement of Work, Change Order #1, consisting of two (2) pages,
attached.
b. Agreement Paragraph 3: Contract Period. This Agreement shall commence upon
November 13, 2006, and shall continue in full force and effect until December 31,
2007, unless sooner terminated as herein provided.
3. Change in Contract Cost: Fixed Fee not to exceed $70,700
4. Change in Contract Time: December 31, 2007
ORIGINAL CONTRACT COST
TOTAL APPROVED CHANGE ORDERS
TOTAL PENDING CHANGE ORDERS
TOTAL THIS CHANGE ORDER
TOTAL % OF ORIGINAL CONTRACT, THIS C.O.: 189%
TOTAL % OF ORIGINAL CONTRACT, ALL C.O.'S:189%
ADJUSTED CONTRACT COST
(Assuming all change orders approved)
Agreed and accepted as of May 11, 2007
ACCEPTED BY:
ACCEPTED BY:
Prgject Manager
REVIEWED BY:
Title:
APPROVED BY:
President & COO
$37,500
_0_
70,700
$1089200
DATE:
DATE (0 ` 7 `(D
DATE:
TE:
Title:
APPROVED BY: DATE:6
P rchasing Agent over $30,000
cc: Purchasing
EXHIBIT A
Change order No. 1
STATEMENT OF WORK
This Exhibit A serves as Statement of Work for Change order No. 1 governed by the terms and
conditions of the Consulting Agreement of November 14, 2006 (the "Agreement"). In the event
of any conflict between this Exhibit A and the Agreement, the terms of the Agreement shall
prevail.
SERVICES:
WisdomNet shall provide the following services to the City of Fort Collins under the scope of this
project. In support of the City of Fort Collins desire to deploy a new performance management
process, WisdomNet will:
Create and Deploy Foundational Performance Management (PM) Processes and
Components
• Facilitate decision -making processes associated with detailed design and development
of PM approach, including process approvals, role of HR and supervisor in approvals,
timing of performance process milestones, and rating scale definitions.
• Finalize Format of PM Components (e.g. Required and Optional Components)
• Work with Service Area Leaders to Map Performance Management Process to Service
Areas
• Facilitate definition, documentation, and validation of competencies to be used in PM
process. This includes up to three groupings of competencies, including "Core"
Competencies, Leadership Competencies, and Job -Specific Competencies. There are
expected to be seven job groupings (e.g. Occupational Panels) for purposes of Job -
Specific Competency development.
• Document administrative procedures for Performance Management process
Build Management Understanding & Capability
• Build tools to facilitate leaders in communicating approach to PM and Pay for
Performance
Build Capabilities in Goal Setting that support new PM Elements using Train -the -Trainer
model to enable City of Fort Collins personnel to deliver training.
Build Capabilities in Competency Assessment using Train -the -Trainer model to enable
City of Fort Collins personnel to deliver training.
Deliverables
• Performance Management component detail needed to implement I-TMS
• Performance Management process detail needed to implement I-TMS
• Presentation and script for Management to aid their communication to employees about
the Pay philosophy (Compensation principles), Performance Management approach and
elements, and next steps to deploy the PM process with an underlying technology
strategy
• Train -the -Trainer sessions (2) for Goal Setting
• Train -the -Trainer sessions (2) for Competency Assessment
• Train -the -Trainer sessions (2) for I-TMS introductory user training
• Written documentation needed for Performance Management process
FEES
The services fees for Performance Management Process Design will be a fixed fee of $70,700.
This will include all the activities and deliverables defined above.
EXPENSES
City of Fort Collins will reimburse WisdomNet for reasonable out-of-pocket expenses incurred in
the course of this project. All travel expenses, if required, will be incurred in accordance with the
City of Fort Collins' travel policies as provided to WisdomNet. WisdomNet will seek prior
authorization from City of Fort Collins for additional expenses in excess of two hundred and fifty
dollars ($250.00). The only anticipated expenses are car travel (mileage) to the City location.
PAYMENT SCHEDULE
Consulting fees shall be paid in accordance with the schedule set forth below.
• Initial Payment: 40% of the fixed fee or $28,280 shall be due upon contract signing
• Quarterly interim payments of 20% of the fixed fee or $14,140 shall be due on July 1,
2007 and Oct 1, 2007
• Final Payment: 20% of the fixed fee or $14,140 shall be due upon completion of all
deliverables outlined in this Statement of Work no later than December 31, 2007.
ASSUMPTIONS:
• WisdomNet consultants will have timely access to the City of Fort Collins staff for
gathering information and providing feedback described in this Statement of Work.
• WisdomNet consultants will have access to City of Fort Collins Senior Management for
the purpose of making required decisions, and that these decisions will be made without
significant delay.
• City of Fort Collins will designate an individual to be the primary point of contact for
WisdomNet consultants, and said individual will schedule and coordinate meetings. This
individual will also provide access to any required data reports.
• Work will be performed onsite at City of Fort Collins' facilities and at WisdomNet's
headquarters, as appropriate. When onsite, City of Fort Collins will provide WisdomNet's
consultants with access to a desk, phone, copier, printer, and Internet connection as
required.
• Documentation for Performance Management process is limited to a single narrative that
may be used by City staff as a source for updates needed in such documents as the
Personnel Policies and Procedures document. It does not include content for internal
communications, training, or instructions for managing/coordinating the process.
• City staff will develop and deliver communications for ongoing communication needs.
This includes, but is not limited to, periodic SIT and "Group of 7" updates, Leadership
Link updates, Design team updates, City Council presentations, and ongoing or as
needed email and/or written internal or external communications.
• Train the Trainer approach will be used for Goal -setting, Competency Assessment, and
I-TMS introductory user training. This means that WisdomNet will develop the training
materials and conduct one (1) Train -the -Trainer session with City of Fort Collins
designees as the presenter and one (1) session as an audience member.
City staff will be responsible for defining skills and their relationship to positions, jobs,
and/or job groupings.
• Any additional work extending outside the Services listed above will be handled by
change order. T&M fees will be invoiced on monthly basis, according to hourly rate of
Project Manager/Senior Consultant = $200.
3
CHANGE ORDER NO.1
PROJECT TITLE: Pay for Performance
CONTRACTOR: WisdomNet, Incorporated
PROJECT NUMBER: Statement of Work #2
PURCHASE ORDER NO.:
DESCRIPTION:
Reason for Change: Add Statement of Work, Change Order #1
Extend Contract Period
2. Description of Changes:
a. Add Exhibit A, Statement of Work, Change Order #1, consisting of two (2) pages,
attached.
b. Agreement Paragraph 3: Contract Period. This Agreement shall commence upon
November 13, 2006, and shall continue in full force and effect until December 31,
2007, unless sooner terminated as herein provided.
3. Change in Contract Cost: Fixed Fee not to exceed $70,700
4. Change in Contract Time: December 31, 2007
ORIGINAL CONTRACT COST
$37,500
TOTAL APPROVED CHANGE ORDERS
_0_
TOTAL PENDING CHANGE ORDERS
70,700
TOTAL THIS CHANGE ORDER
TOTAL % OF ORIGINAL CONTRACT, THIS C.O.: 189%
TOTAL % OF ORIGINAL CONTRACT, ALL C.O.'S:189%
ADJUSTED CONTRACT COST
$108,200
(Assumina all chanae orders approved)
Agreed and accepted as of May 11, 2007
ACCEPTED BY:
DATE:
Gre ilkerson, President & COO
ACCEPTED BY: ��
DATE C0
Pr ject Manager
REVIEWED BY:
DATE:
Title:
APPROVED BY:
DATE:
Title:
APPROVED BY:
DATE:
Purchasing Agent over $30,000
cc: Purchasing
EXHIBIT A
Change order No. 1
STATEMENT OF WORK
This Exhibit A serves as Statement of Work for Change order No. 1 governed by the terms and
conditions of the Consulting Agreement of November 14, 2006 (the "Agreement"). In the event
of any conflict between this Exhibit A and the Agreement, the terms of the Agreement shall
prevail.
SERVICES:
WisdomNet shall provide the following services to the City of Fort Collins under the scope of this
project. In support of the City of Fort Collins desire to deploy a new performance management
process, WisdomNet will:
Create and Deploy Foundational Performance Management (PM) Processes and
Components
• Facilitate decision -making processes associated with detailed design and development
of PM approach, including process approvals, role of HR and supervisor in approvals,
timing of performance process milestones, and rating scale definitions.
• Finalize Format of PM Components (e.g. Required and Optional Components)
• Work with Service Area Leaders to Map Performance Management Process to Service
Areas
• Facilitate definition, documentation, and validation of competencies to be used in PM
process. This includes up to three groupings of competencies, including "Core"
Competencies, Leadership Competencies, and Job -Specific Competencies. There are
expected to be seven job groupings (e.g. Occupational Panels) for purposes of Job -
Specific Competency development.
• Document administrative procedures for Performance Management process
Build Management Understanding & Capability
• Build tools to facilitate leaders in communicating approach to PM and Pay for
Performance
Build Capabilities in Goal Setting that support new PM Elements using Train -the -Trainer
model to enable City of Fort Collins personnel to deliver training.
Build Capabilities in Competency Assessment using Train -the -Trainer model to enable
City of Fort Collins personnel to deliver training.
Deliverables
• Performance Management component detail needed to implement I-TMS
• Performance Management process detail needed to implement I-TMS
• Presentation and script for Management to aid their communication to employees about
the Pay philosophy (Compensation principles), Performance Management approach and
elements, and next steps to deploy the PM process with an underlying technology
strategy
• Train -the -Trainer sessions (2) for Goal Setting
• Train -the -Trainer sessions (2) for Competency Assessment
• Train -the -Trainer sessions (2) for I-TMS introductory user training
0 Written documentation needed for Performance Management process
FEES
The services fees for Performance Management Process Design will be a fixed fee of $70,700.
This will include all the activities and deliverables defined above.
EXPENSES
City of Fort Collins will reimburse WisdomNet for reasonable out-of-pocket expenses incurred in
the course of this project. All travel expenses, if required, will be incurred in accordance with the
City of Fort Collins' travel policies as provided to WisdomNet. WisdomNet will seek prior
authorization from City of Fort Collins for additional expenses in excess of two hundred and fifty
dollars ($250.00). The only anticipated expenses are car travel (mileage) to the City location.
PAYMENT SCHEDULE
Consulting fees shall be paid in accordance with the schedule set forth below.
• Initial Payment: 40% of the fixed fee or $28,280 shall be due upon contract signing
• Quarterly interim payments of 20% of the fixed fee or $14,140 shall be due on July 1,
2007 and Oct 1, 2007
• Final Payment: 20% of the fixed fee or $14,140 shall be due upon completion of all
deliverables outlined in this Statement of Work no later than December 31, 2007.
ASSUMPTIONS:
• WisdomNet consultants will have timely access to the City of Fort Collins staff for
gathering information and providing feedback described in this Statement of Work.
• WisdomNet consultants will have access to City of Fort Collins Senior Management for
the purpose of making required decisions, and that these decisions will be made without
significant delay.
• City of Fort Collins will designate an individual to be the primary point of contact for
WisdomNet consultants, and said individual will schedule and coordinate meetings. This
individual will also provide access to any required data reports.
• Work will be performed onsite at City of Fort Collins' facilities and at Wisd mNet's
headquarters, as appropriate. When onsite, City of Fort Collins will providWisdomNet's
consultants with access to a desk, phone, copier, printer, and Internet co nection as
required.
• Documentation for Performance Management process is limited to a single narrative that
may be used by City staff as a source for updates needed in such documents as the
Personnel Policies and Procedures document. It does not include content for internal
communications, training, or instructions for managing/coordinating the process.
• City staff will develop and deliver communications for ongoing communication needs.
This includes, but is not limited to, periodic SIT and "Group of 7" updates, Leadership
Link updates, Design team updates, City Council presentations, and ongoing or as
needed email and/or written internal or external communications.
• Train the Trainer approach will be used for Goal -setting, Competency Assessment, and
I-TMS introductory user training. This means that WisdomNet will develop the training
materials and conduct one (1) Train -the -Trainer session with City of Fort Collins
designees as the presenter and one (1) session as an audience member.
City staff will be responsible for defining skills and their relationship to positions, jobs,
and/or job groupings.
• Any additional work extending outside the Services listed above will be handled by
change order. T&M fees will be invoiced on monthly basis, according to hourly rate of
Project Manager/Senior Consultant = $200.
3