HomeMy WebLinkAbout541166 REVOLUTION ADVISORS LLC - CONTRACT - RFP - 7642 JOB ANALYSIS, PERFORMANCE & LEARNING COMPETEN (5)Agreement Amendment #03
7642 Job Analysis, Performance & Learning Competency Assessment Page 1 of 10
Amendment #03 to the Services Agreement
between The City of Fort Collins
and Revolution Advisors LLC
This Third Amendment (“Amendment #03”) is entered into by and between Revolution Advisors LLC (the “Service Provider”) and the
City of Fort Collins, Colorado (the “City”).
WHEREAS, the Service Provider and the City have mutually entered into a Services Agreement dated August 25, 2014 (the
“Agreement”); and
WHEREAS, the Service Provider and City amended the Agreement on February 27, 2015 (“Amendment #01) and on March
17, 2015 (“Amendment #02); and
WHEREAS, the City desires the Service Provider to complete additional services not contemplated by Amendment #01 and
Amendment #02; and
WHEREAS, Service Provider agrees to perform additional work pursuant to the Agreement terms and new Scope of Services
attached hereto;
NOW, THEREFORE, in consideration of the foregoing recitals and the mutual promises herein contained, the parties agree
as follows:
1. Scope of Services. A new Exhibit “A”, Scope of Services, is added per the attached document consisting of five (5) pages for
work under Amendment #03 for execution of Phase II, Compensation and QPA Upward Feedback.
2. Contract Sum and Client Resource Assumptions. The City agrees to pay the Service Provider a fixed fee of two hundred sixty
four thousand one hundred twenty two dollars ($264,122) for the work under Amendment #03 in accordance with the milestone
payment schedule in attached Exhibit “B”, consisting of two (2) pages. Each milestone payment shall be subject to the City’s
review and approval of the deliverables required to be successfully completed for each milestone.
The City reserves the right, at its sole discretion, to negotiate additional work under the Agreement including but not limited to Phase
III, Compensation and Career.
Except as expressly amended by this Amendment #03, all other terms and conditions of the Agreement, as amended by
Amendments #01 and #02, shall remain in full force and effect.
DocuSign Envelope ID: EC97E6FC-7F7B-4DBA-ACF0-E06442E05995
Agreement Amendment #03
7642 Job Analysis, Performance & Learning Competency Assessment Page 2 of 10
IN WITNESS WHEREOF, the parties have executed this Amendment the day and year shown.
THE CITY OF FORT COLLINS, COLORADO
By: _________________________________
Gerry Paul
Purchasing Director
Date: ______________________________
ATTEST:
_________________________________
City Clerk
APPROVED AS TO FORM:
_______________________________
Sr. Assistant City Attorney
REVOLUTION ADVISORS LLC
By: __________________________________
Brian E. Wilkerson
Managing Director
Date: _______________________________
DocuSign Envelope ID: EC97E6FC-7F7B-4DBA-ACF0-E06442E05995
2/25/2016
2/25/2016
Agreement Amendment #03
7642 Job Analysis, Performance & Learning Competency Assessment Page 3 of 10
EXHIBIT A
SCOPE OF SERVICES
Objectives
The City continues its journey to fully implement the Total Rewards program leveraging the recommendations from the
Compensation and Career Path Study from Q4 2014.
With the successful launch of Total Rewards in 2015, the City deployed the Quarterly
Performance Alignment (QPA) process to achieve the Meaningful Work element of
the strategy. Building on the momentum, the City is now ready to implement the
Compensation strategy within Total Rewards. While the next two phases of work
focus on Compensation, the continuous improvement of QPA and the overall Total
Rewards Strategy will be included.
Phase I 2015: Total Rewards & QPA Launch
Phase II 2016: Compensation & QPA Upward Feedback
Phase III 2017: Compensation & Career
The objective of this program is to conduct a City-wide implementation of the
selected Compensation strategy developed during the Finance Organizational
Assessment in Q2 2015. Leveraging the outcomes, approach, tools and lessons learned from this project, each Service Area will
analyze, develop and implement the following with the support of Human Resources and Revolution Advisors:
1) Develop new job families to more appropriately align with the City’s established market benchmarks (public and private), as
well as the future direction of the City in this area.
2) Create consistency across the City in the hiring, management, deployment, and development of all positions.
3) Create Career Paths that enable both horizontal and vertical career development.
4) Ensure that incumbent qualifications, scope of responsibility, authority, position structures and compensations are
appropriately aligned across the City.
Scope
Revolution Advisors will be responsible for providing the following services.
DocuSign Envelope ID: EC97E6FC-7F7B-4DBA-ACF0-E06442E05995
Agreement Amendment #03
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1. Manage the implementation activities of the Compensation program across all Service Areas in two (2) phases between Q1
2016 – Q4 2017.
NOTE: This Scope of Services covers only the 2016 Phase II of the project.
2. Implement the Compensation strategy to each Service Area including:
a. KICK-OFF: Data Gathering & Current State Assessment - assessment of the current structures, jobs,
responsibilities, compensation, and incumbents.
b. MAPPING: Future State Structure Development - development of the appropriate future state job structure, roles,
and compensation with alignment across the City.
c. ANALYSIS: Future State Structure Approval - development of salary ranges based on market pricing benchmarks.
d. IMPLEMENTATION - development of key communications and training materials to support the deployment.
3. Provide enabling support for the development of a new job evaluation process that aligns with the Compensation and Career
Path strategy.
4. Manage the deployment of QPA Upward Feedback to include process design and development.
The project will focus on analyzing Fort Collins against best-in-class public and private sector organizations using publicly-available
and proprietary compensation benchmark data. Revolution Advisors will work collaboratively with the City to ensure that the
appropriate benchmarks are identified at the start of the project.
Timing Service Areas
# of Employees
Regular
# of Job
Codes
Phase II 2016 Q2 Sustainability Services 23 17
Phase II 2016 Q2 Executive, Legal, Judical 48 35
Phase II 2016 Q3/Q4 Planning, Development & Transportation 287 106
Phase II 2016 Q3/Q4 Utility Services 332 140
690 298
Phase III 2017 Information & Employee Services 97 60
Phase III 2017 Community & Ops Services 223 99
Phase III 2017 Police Services 286 34
Phase III 2017 Financial Services 41 32
647 225
1337 523
"Proposed" Implementation Sequence
DocuSign Envelope ID: EC97E6FC-7F7B-4DBA-ACF0-E06442E05995
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The key activities associated with project are below:
Week
1-4
Week
5-8
Week
9 - 12
Week
13-16
Week
17 - 20
Week
21 - 24
Week
25 - 28
Week
29 - 32
Week
33 - 36
# Element Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
1
2
3
4
5
6
7
1
2
3
4
5
6
7
8
9
10
11
13
14
15
16
17
18
19
1
2
3
4
5
6
7
8
9
10
11
13
14
Agreement Amendment #03
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Throughout each phase, there will be an ongoing focus on communications and change management to keep stakeholders informed
of project focus and progress. We will work with the City to minimize any disruption associated with this through effective
communications.
Week
1-4
Week
5-8
Week
9 - 12
Week
13-16
Week
17 - 20
Week
21 - 24
Week
25 - 28
Week
29 - 32
Week
33 - 36
# Element Jan Feb Mar Apr May Jun Jul Aug Sept Oct Nov Dec
1
2
3
4
5
6
7
8
9
10
11
13
14
15
16
17
18
19
1
2
3
4
5
6
7
8
1
2
3
4
1
2
4
5
6
7
Agreement Amendment #03
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The deliverables for this project will include:
Deliverable
(Projected Date)
Description
3/30/2016 Program Plan & Approach
6/30/2016 Service Area #1 & #2: Job Architecture, Level Guide,
Market Pricing, Communications
9/30/2016 Job Evaluation Process
10/31/2016 QPA Process Guide – Upward Feedback
10/31/2016 Service Area #3 & #4: Job Architecture, Level Guide,
Market Pricing, Communications
DocuSign Envelope ID: EC97E6FC-7F7B-4DBA-ACF0-E06442E05995
Agreement Amendment #03
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Project Timing and Assumptions
The overall project timeline is anticipated to be 32 weeks from project launch. Project launch would be targeted for March 1, 2016
and completion would be targeted for October 31, 2016. The project timing would be subject to the following assumptions:
Revolution Advisors will have timely access to key leaders for the purpose of making required decisions, and those decisions
will be made without significant delay.
City leadership will confirm the Compensation strategy to include: job architecture, job description templates and market
pricing surveys and strategy within the first 4 weeks of the project to ensure alignment prior to Service Area engagement.
Revolution Advisors will have access to key data required such as current state job descriptions, current roles and
responsibilities, metrics associated with the positions, incumbent data, and others within 2 weeks of Service Area Kick-off.
Market Range / Compensation analysis will focus primarily on positions in each service area with multiple incumbents with
appropriate market comparators; it is estimated that 60% of the positions in each service area will be directly benchmarked.
The City will assign a Project Manager to this project, who will be the primary day-to-day point of contact for the Revolution
Advisors project team, and will be responsible for helping to ensure that the project stays on schedule. The Project Manager
will engage the proper resources to support the implementation to include: process, training, communications, system
updates, etc. See Exhibit B for detailed client resource assumptions.
Revolution Advisors will have periodic access to City Leadership throughout the project for the purpose of data gathering,
feedback, decision making, including key deliverable review.
The City will provide administrative support for scheduling meetings, including appropriate meeting facilities.
Communication and training materials will be developed and delivered by the City to all appropriate employees and external
community stakeholders with enabling support from Revolution Advisors.
City to support market pricing activities including additional fees for market surveys not included in the implementation cost
below.
Should any of these assumptions prove not to be true, the project timeline and/or fees could be impacted.
DocuSign Envelope ID: EC97E6FC-7F7B-4DBA-ACF0-E06442E05995
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EXHIBIT B
CONTRACT SUM
(1)Fees do not include the 2017 Phase III: Compensation & Career Implementation
(2)Fees do not include cost of market surveys.
The following deliverables will be invoiced upon completion:
Program Planning
Job Evaluation/ QPA Upward Feedback / Program Close
For the Service Area Implementations, the fees will be billed in 2 even installments at 6 week increments during those activities.
Phase & Deliverables Costs (Fixed Fee) (1)
Phase II: Program Planning $15,000
Phase II: Service Area Implementation #1 and #2
Job Families & Sub-Families
Level Guides/ Career Paths
Market Pricing(2)
Change & Comms
$100,000
Phase II: Service Area Implementation #3 and #4
Job Families & Sub-Families
Level Guides/ Career Paths
Market Pricing(2)
Change & Comms
$120,122
Phase II: Job Evaluation /QPA Upward Feedback/ Program Close $29,000
PHASE II TOTAL $264,122
DocuSign Envelope ID: EC97E6FC-7F7B-4DBA-ACF0-E06442E05995
Agreement Amendment #03
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DocuSign Envelope ID: EC97E6FC-7F7B-4DBA-ACF0-E06442E05995
Job Eval
Process
8 Weeks
7/1 - 8/31
Program
Close
4 Weeks
10/1 - 10/30
Utility Services
16 Weeks
7/1 - 10/30
Kick-off
4 Weeks
Mapping
4 Weeks
Analysis
6 Weeks
Implementation
4 Weeks
QPA Upward
Feedback
8 Weeks
7/1 - 10/31
DocuSign Envelope ID: EC97E6FC-7F7B-4DBA-ACF0-E06442E05995
15
16
17
18
19
1
2
3
4
5
6
7
8
9
10
11
13
14
15
16
17
18
19
Planning, Development & Transportation
16 Weeks
7/1 - 10/30
Kick-off
4 Weeks
Mapping
4 Weeks
Analysis
6 Weeks
Implementation
2 Weeks
Implementation
2 Weeks
Sustainability Services
12 Weeks
4/1 - 6/30
Kick-off
2 Weeks
Mapping
4 Weeks
Analysis
4 Weeks
Implementation
2 Weeks
Executive, Legal, Judicial
12 Weeks 4/1 - 6/30
Kick-off
2 Weeks
Mapping
4 Weeks
Analysis
4 Weeks
Program
Planning
4 Weeks
3/1-3/30
DocuSign Envelope ID: EC97E6FC-7F7B-4DBA-ACF0-E06442E05995