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2018-06-13 Silverstone HR Proposal11516 Miracle Hills Drive, Suite 100 Omaha, NE 68154 phone: 402.964.5624 e-mail: agordman@ssgi.com Wisdom at Work. SILVERSTONEGROURCOM PROPRIETARY STATEMENT This document and any attached materials are the sole property of SilverStone Group and are not to be used by you other than to evaluate SilverStone Group's service, and are not to be disseminated, distributed or otherwise conveyed throughout your organization to employees without a need for this information or to any third parties without the express written permission of SilverStone Group. r SilverStone BUSINESS AND PERSONAL RESOURCE MANAGEMENT GROUP 1k; 4-5- CITY OF BLAIQNEBRASKA HR Services Proposal Statement of Understanding The City of Blair (the City) is interested in partnering with SilverStone Group to conduct an organizational assessment to better understand the current and future staffing needs of the City based on changes to the current workload and anticipated retirements. It is our understanding this project would encompass approximately 10 current positions. In addition, the City is interested in updating the organization's job descriptions and the employee handbook. SilverStone Group suggests the following process to meet the City of Blair's needs. Project Outline — Organizational Assessment As the City leadership looks towards the future, there is an interest in exploring how redistributing current job duties or adding additional members to the team could create efficiencies. In addition, due to upcoming retirements, an analysis of the current division of work needs to be reviewed and tasks may be need to be redistributed. SilverStone Group will meet with approximately ten current employees to better understand their current responsibilities and solicit input on how the team could be organized to gain efficiencies and better meet the needs of the citizens of Blair. As part of this project, SilverStone group will also gather input from key stakeholders in the organization (the Mayor, City Council and Department Heads). The deliverable for this project will be a suggested organizational chart with job titles and duties. If new positions are established, the City may have a desire for SilverStone Group to create job descriptions and make pay recommendations, those projects are described below. Project Outline — Job Description Development SilverStone Group will work with the City to develop an electronic job description questionnaire that will be completed by job incumbents at the City. If a job has multiple incumbents, then it may be necessary to have select job incumbents complete the job description questionnaire. Information gathered from the completed questionnaires will be used to help guide the job analysis process that will follow. SILIIERSTONEGROUP.COM BUSINESS AND PERSONAL RESOURCE MANAGEMENT SilverStone e GROUP Job analysis is the detailed examination of a job in order to collect information about job duties, responsibilities, specifications (e.g., education and experience requirements and required knowledge, skills and abilities), work environment, physical demands of the job, etc. Job analysis allows for an accurate understanding of the work being performed in a job. In order to complete the job analysis, a SilverStone Group consultant will interview the employee to gather additional information about their position. The interviews will last approximately 30 minutes per job and can be conducted in person or via the phone. SilverStone Group will use the completed job description questionnaires, any existing job documentation and the information gathered during the interviews to write a standardized job description for each job. Upon completion, SilverStone Group will work with relevant individuals at the City to review, edit and finalize all of the job descriptions ensuring accuracy and thoroughness. Project Outline — Market Analysis A market analysis assists organizations in being competitive by helping them understand what the going pay rates are in the marketplace. A market analysis will be conducted using the City of Blair's job descriptions and the confirmed labor market(s) of interest for each job. As a result of the market analysis process, SilverStone Group will provide a detailed analysis for each job, showing its going pay rate in the market. Multiple data sources will be used to provide an accurate representation of the going pay rate for each job. SilverStone Group can also include in this analysis any survey data the City of Blair has access to or utilizes. The information SilverStone Group provides will include base pay, annual cash bonus and total cash compensation data (where available). Please see _ Exhibit A for an example of the type of information SilverStone Group can provide. SilverStone Group will conduct a review of the full market analysis results with the City of Blair's leadership. This review will provide the City of Blair with the knowledge and information to conduct its own detailed review of SilverStone Group's analysis. The City of Blair's leadership will need to invest the necessary time and resources to thoroughly review the market data as well as all survey job summaries included in the market analysis. It is especially important to review the survey job summaries to ensure your jobs at the City of Blair align well with the jobs we matched them to in our survey sources. The City will need to provide SilverStone Group with documented feedback where any concerns exist with the survey job summaries utilized in the analysis. SilverStone Group will partner with the City to revise, as needed, and finalize the market analysis information. SILIIERSTONEGROUP.COM r SilverStone BUSINESS AND PERSONAL RESOURCE MANAGEMENT GROUP Project Outline — Employee Handbook Update SilverStone Group will use the following steps to facilitate the City of Blair employee handbook development process: • Determine the City's current policies and practices. • Review state laws for the state of Nebraska. • Suggest inclusion of policies, especially where compliance -related information is required and provide policy samples. • Provide the City with best practices to review and consider updating existing policies or practices. • Facilitate discussion of changes to current policies and implementation of new policies with members of the City's leadership team. • The City will be responsible for formatting and distributing the final document. • The completed employee handbook should be reviewed by a labor and employment law attorney prior to distribution to employees. This service is not included as part of this proposal. Project Timeline Once we receive a signed proposal, a mutually agreeable timeline will be developed for each project. The timeline is dependent on a variety of factors (e.g., timely receipt of requested information and market analysis feedback, complexity of the transition plan, etc.). The City would like to have the organizational assessment completed by mid - August. In order for SilverStone Group to meet the mid -August deadline, we would need to receive a signed proposal and start the information gathering process no later than July 2nd Project Fees SilverStone Group understands the City of Blair may wish to complete some or all project phases as outlined. Monthly billing will occur for each project phase that is completed. The following pricing schedule represents fees for the outlined phases of this project. Any services outside of what is outlined in this proposal would be considered a separate project with any proposal(s) prepared accordingly, or would be billed at the rate of $300 per hour. Consultant travel expenses (mileage, meals, lodging, etc.), if necessary, will be billed in addition to the above -stated fees. SILIIERSTONEGROUP.COM IIIIIFIFINaI •r, BUSINESS AND PERSONAL RESOURCE MANAGEMENT SilverStone (C-S) GROUP "This fee includes up to 20, 30 minute interviews. "" Fees reflect one labor market per job title. Additional labor markets can be added at 50 % each per job title per the above stated fees. """The total does not include any market analysis SilverStone Group Team Andie Gordman, SPHR, SHRM-SCP, CCP, Senior Consultant, will lead this project. Bryn Schoening, SHRM-SCP, SPHR, Consultant, Russ Becker, MBA, SHRM-SCP, Consultant and Ariana Orozco, SHRM-CP, HR Consulting Coordinator, will provide project support. Other SilverStone Group professionals may provide project support as necessary without altering the fees quoted. Professional profiles are included for your review. Proposal Acceptance Thank you for the opportunity to submit our proposal. If you have any questions, please feel free to call Andie Gordman at 402.964.5624. If the City of Blair chooses to engage SilverStone Group for the work described herein, please sign where indicated on the next page and return it to Andie at agordman@ssgi.com. We will then countersign and return a copy to you. SILIIERSTONEGROUP.COM Legal Disclalmer. SllverStone Croup provides consulting services to clients using sound and generally accepted human resource methods and practices. The consultation and information provided by SilverStone Group is not to be construed as legal advice. The determination of the need for legal services and the choice of a lawyer are decisions that rest with the client, Clients are encouraged to seek competent legal opinlon in all matters Involving potential legal exposure, SilverStone Croup Is not responsible for any legal liability for consultative advice provided. Indemnification; Limitation of Liability. (a) Consultant shall defend, indemnify and hold Client and Its shareholders, directors, officers, employees and agents ("Associates"), harmless from and against any and all claims, actions, administrative proceedings, judgments, damages, penalties, fines, costs, taxes, assessments, liabilities, interest or losses (including reasonable attorneys' foes and expenses), together with all other costs and expenses of any kind of nature, caused by the grossly negligent act or omission of Consultant, by the failure of Consultant to perform any obligation required to be performed hereunder, or the infringement or misappropriation of any third party's intelleotuai property rights, including without limitation any copyright, trade secret, trademark or service mark. (b) Client shall defend, indemnify and hold Consultant and its board of directors, trustees, administrators, officers, faculty, employees and agents ("Associates"), harmless from and against any and ail claims, actions, administrative proceedings, judgments, damages, penalties, fines, costs, taxes, assessments, liabilities, Interest or losses (including reasonable attorneys' fees and expenses), together with all other costs and expenses of any kind or nature, caused by the grossly negligent act or omission of Client, by the failure of Client to perform any obligation required to be performed hereunder, or the infringement or misappropriation of any third party's intellectual property rights, including without limitation any copyright, trade secret, trademark or service mark. (c) Except for Indemnification obligations, neither party's total liability arising out of or related to this Agreement for Services under any theory of law will exceed five times [tie total remuneration payable by the Client to Consultant. Governing Laws and Forum. Where applicable, the parties to this Agreement hereby incorporate the requirements relating to 41 CRR, Section 60-1,4(a)(7), 60-300.5 and 60.741.6 This Agreement shall be governed by the laws of the state of Nebraska without reference to, or application of, its conflict of laws principles, Any controversy, dispute or questions arising out of, in connection with or In relation to this Agreement, between the parties, Its afflllated companies, shareholders, associates or board members or its interpretation, performance or nonperformance or any breach thereof shall be resolved through mediation before a mediator mutually agreed upon by the partles, In the event mediation falls to resolve the dispute within 30 days after a mediator has been agreed upon or such other longer period as may be agreed to by the parties, such controversy, dispute or question shall be setifed by arbitration in accordance with the rules of the American Arbitration Association as applied to Nebraska by a sole arbitrator, Any court having judoclloOon thereof may enter a judgment upon the award rendered by the arbitrator, Eaoh party will advance half of the cost for the arbitration. The provallIng party will be entitled to the right to record any judgment in any and all jurisdicttons In order to enforce the judgment and an allocation of cast within accordance with the arbitrator's decision. Billing, It Is agreed that any services provided under this Agreement shall be billed to the City of Blair. Billing shall occur alter the f4st two weeks of the project start date and on a monthly basis thereafter. Amounts due shall be remitted upon receipt of Invoice, Upon nonpayment of any sums hereunder, and to the extent that Consultant engages the services of an attorney or collection agency to recoup such payment, payment of such reasonable fees attributable thereto shall become an obligation of the Client to the extent permitted by law, Termination. Client may terminate this Agreement at any time for any or no reason with written notice to SilverStone Group. Within 30 clays after such termination, Client will pay to SilverStone Group any undisputed and unpaid amounts SilverStone Group earned up to the date of terminatlon only, without further liability. Independent Contractor, SilverStone Group's rolaWnshlp with Client pursuant to this Agreement Is that of an independent contractor and not an employee or agent, Nothing contained In this Agreement shall at any time be construed as to create the relationship of employer and employee, principal and agent, partnership or joint venture as between Client and SilverStone Group. SilverStone Group will Identify itself as an independent contractor or advisor to Client and will not identify Itself or hold Itself out as Client's employee. 811verSione Group acknowledges that It has no authority to act for or to bind Client In anyway, or to sign Client's name In anyway, or to represont that Client is In anyway responsible for SilverStone Group's acts or emissions, Confidential Information. SilverStone Group agrees that all Informatfon received during this engagement will be treated in lull confidence and will not be revealed to other persons or organizations. Insurance. SllverStone Group will maintain general liability and errors and omissions Insurance on all consultants providing services under thfs Agreement, Professional Standards. SllverStone Group Psychologists and Professionals adhere to the Coda of Ethics and Professional Standards of the Amerloan Psychological Assooiation and the Society for Human Resource Management. If the project terms and conditions outlined above are accepted by the City of Blair, please complete the following; The terms and conditions set out above are agreed to and accepted this day of :3-"ri'e- T, 2018. Title: A CW 69- Ry of Printed Name:,_-1�+t� By; T V� `i lt1e:Prl cipa,,.Sen or Consultant Brett K. Soskor err%11 atill�� :.= •sir 1 MONOMER Omni Wisdom at Work. SILVERSTONEGROURCOM 0 Company Market Analysis Results SilverStolle ` J Survey Name :five: 7/1/20,8 Scope S u rvey Job Title # of Orgs # of Incs 25th Percentile Base Data 50th Percentile Annual 75th Percentile Bonus Total Ca-, Compensa inistrative Assistant Midwest Region/AII Industries/100-500 Ees Executive Secretary and Administrative Assistant N/A N/A 39,279 48,374 59,081 pAnalyst Midwest Region/AII Industries/$tOM-$50M Rev Administrative Assistant ll N/A N/A 37,861 42,619 48,491 43,328 pAnalyst Midwest Reg ion/All Industries/200-500 Ees Administrative Assistant ll N/A N/A 41,202 46,365 52,742 47,175 pdata Midwest Reg IIIRev Administrative Assistant II (Senior) 61 196 42,004 45,870 52,139 2,032 48,064 pdata Midwest Region/AII Industries/200-499 Ees Administrative Assistant II (Senior) 55 182 43,258 48,273 57,468 2,904 51,512 Central Plains Region/All lndustries/$40M Rev Administrative Assistant N/A '.N/A 40,043 43,470 47,998 879 44,349 er North Central Region/All Industries Administrative Assistant - Senior 367 5,174 49,114 55,427 62,490 3,210 56,711 /Office&Business Central Plains States/All Industries Secretarial/Administrative Assistance, Intermediate 43 482., 38.983 41.485 45.341 1.772 42.006 e Company omPanY Survey Sources SilverStone ( M l Survey Name Business and Legal Resources' Salary Center Survey Abbreviation BLR Geographic Scope Regional States Used For Regional :Data IA, KS, MO, NE, SD Data Effective Date 1/1/2018 Salary.com's CompAnalyst Market Data CompAnalyst Regional IA, IL, IN, KS, MI, MN, MO, ND, NE, 2/1/2018 OH, SD, WI Compdata Surveys BenchmarkPro Midwest Compdata Regional IA, IL, IN, MI, MN, MO, ND, NE, OH, 1/1/2017 SD, WI Economic Research Institute ERI Regional IA, KS, MO, ND, NE, SD 1/1/2018 2016 US Mercer Benchmark Database - Metropolitan Benchmark Survey IA, IL, IN, KS, MI, MN, MO, MT, NO North Central Region Mercer Regional NE, OH, SD, WI, WY 3/1/2016 Willis Towers Watson Office and Business Support Compensation Survey WTW Office & Business Regional IA, KS, MO,ND, NE, SD 2/1/2017 r SilverStone BUSINESS AND PERSONAL RESOURCE MANAGEMENT 4-5. GROUP 1k; cf, Company Survey Job Summaries Administrative Assistant BLR — Executive Secretary and Administrative Assistant Provide high-level administrative support by conducting research, preparing statistical reports, handling information requests, and performing clerical functions such as preparing correspondence, receiving visitors, arranging conference calls, and scheduling meetings. May also train and supervise lower -level clerical staff. Exclude "Secretary. CompAnalyst — Administrative Assistant II Provides administrative support in a variety of functions to an individual, team, department or another group in an organization. Collects, reviews and analyzes data and prepares reports, charts, budgets, and other presentation materials. Responds to or routes routine inquiries from external or internal sources with own correspondence or other messaging. Schedules and coordinates meetings, travel, and other group activities. May be responsible for creating reports and distributing on a regular schedule. Has advanced word processing, spreadsheet, and graphics software skills. Typically requires a high school diploma or its equivalent. Typically reports to a supervisor or manager. Gaining or has attained full proficiency in a specific area of discipline. Works under moderate supervision. Typically requires 1-3 years of related experience. Compdata — Administrative Assistant II (Senior) Provides general secretarial and administrative support to a department or group of professionals under general supervision. Performs work that is varied and generally administrative or project oriented. Requires a broad understanding of organization operations, organizational procedures, and personnel. Handles confidential and sensitive material. Makes some independent decisions regarding planning, organizing, and scheduling work. Associate's degree required and five years experience. ERI — Administrative Assistant Supports an organization or department by performing administrative services. Assists management with administrative tasks such as tracking and compiling information of interest. Prepares various reports detailing the administrative information handled by the position. Reads and answers correspondence. May handle confidential information. NOTE: This is not a secretarial position. Mercer — Administrative Assistant - Senior Under general direction, provides general administrative support to a department or group of professionals. Exercises considerable discretion and independent judgment SILVERSTONEGROUP.COM IIIIIFIFINaI BUSINESS AND PERSONAL RESOURCE MANAGEMENT SilverStone (C-S) GROUP and is capable of analyzing complex information requests and determining complex trends. Typically requires a high school education or equivalent and more than four years of experience. WTW Office & Business — Secretarial/Administrative Assistance, Intermediate Provides secretarial/administrative support to nonexecutive employees or groups in the organization I Uses business software applications (e.g., word processing, presentation and spreadsheet) to prepare correspondence, reports, presentations, agendas, minutes, etc. I Receives, screens and directs incoming calls, visitors, mail and email I Maintains files, records, calendars and diaries I May arrange business travel, coordinate meeting arrangements, and/or track expenses. Has developed knowledge and skills through formal training or considerable work experience. Entry level often for those with work experience in the skill area. Works within established procedures with a moderate degree of supervision. Identifies the problem and all relevant issues in straightforward situations, assesses each using standard procedures, and makes sound decisions. SILVERSTONEGROUP.COM � rJ r•os � Wisdom at Work. SILVERST0NEGR0UP.00M PROFILES ANDIE GORDMAN SENIOR CONSULTANT HR CONSULTING Andie brings decades of diverse human resource executive management experience to SilverStone Group. She provides clients with practical advice on how to create a human resource function to support the mission and vision of an organization. In her role as Senior Consultant, Andie provides support to clients through her expertise in human resources management and compensation management. Andie's work with clients in the human resource assessment process assists them in identifying areas for improvement and lays the foundation for creating efficient and effective processes, procedures and practices. Andie's experience has allowed her to learn about the success factors of many industries, including customer service, sales, entertainment and hospitality. Prior to working as a Senior Consultant for SilverStone Group's HR Consulting Team, Andie was the Vice President of Human Resources for MECA/CenturyLink Center Omaha and Director of Human Resources for SITEL. In both roles, she worked with management teams to implement human resource strategies to increase efficiency and improve the employee experience. Her wide range of experience allows her to help clients see how the human resource function fits within the organization. She routinely provides advice on all aspects including, recruiting and selection, employee handbook and policy development and compensation analysis. Andie is a member of the Human Resources Association of the Midlands, the Society for Human Resource Management and World at Work. Andie is an active community volunteer. Currently, she is the president-elect for the Board of Trustees at Temple Israel and the Certification Director for the SHRM Nebraska State Council. She is also a graduate of the Greater Omaha Chamber's Leadership Omaha Class 38. SilverStone TM _5 PHONE 402.964.5624 FAX 402.963.4083 AGORDMAN@SSGI.COM PROFESSIONAL DESIGNATIONS Senior Professional in Human Resources SPHR SHRM Senior Certified Professional SHRMSCP Certified Compensation Professional CCP EDUCATION Bachelor of Arts Organizational Communication CREIGHTON UNIVERSITY OMAHA, NE SILVERSTONEGROUP.COM PROFILES BRYN SCHOENING CONSULTANT HR CONSULTING Bryn has more than 10 years of Human Resources management experience. She has held key positions, including head of Human Resources, and has been responsible for the development of Human Resources strategies and the implementation of Human Resources services and programs. Bryn has worked with teams across a variety of industries, including union and non -union environments within retail, manufacturing, public utility and five-star hotels. Prior to joining SilverStone Group, Bryn led many critical and successful Human Resources initiatives. She effectively managed the transformation of an HR department into a strategic business partner, developed and launched a comprehensive benefits program and created a comprehensive talent management system. Her breadth of knowledge and ability to initiate change make her an integral member of the HR Consulting Team. As an HR Consultant at SilverStone Group, Bryn works with clients to solve HR challenges, including regulatory compliance, employee handbook, policy development, employee relations, job descriptions and compensation. In addition, she partners with clients to ensure policies and procedures are compliant and follow current best practices. Bryn graduated from the University of Nebraska -Lincoln with a Bachelor's degree in Human Resources. She received her Senior Professional in Human Resources (SPHR) certification in 2009, and she completed her Society for Human Resource Management Senior Certified Professional (SHRM-SCP) certification in 2015. She is an active member of the Society for Human Resources Management (SHRM) and Human Resources Association of the Midlands (HRAM). Bryn currently serves as a co-chair on the Governmental Affairs Committee and a board member for HRAM. She also serves as the Vice President of Public Relations for Toastmaster SilverSpeakers. Bryn thrives on helping people unleash their inner potential. SilverStone TM _5 PHONE 402.964.5649 FAX 402.964.4083 BSCHOENING@SSGI.COM PROFESSIONAL DESIGNATIONS Senior Professional in Human Resources SPHR Society for Human Resource Management Senior Certified Professional SHRMSCP EDUCATION Bachelor of Science Human Resources UNIVERSITY OF NEBRASKA LINCOLN L l` iGOLiV, lilt SILVERSTONEGROUP.COM PROFILES RUSS BECKER CONSULTANT HR CONSULTING With his core ideology focusing on employee engagement and enrichment, Russ discovered his perfect career fit in human resources with over 10 years of experience under his belt. Russ enjoys developing unique strategies to meet the needs of the ever -changing employee population. Russ brings a diverse perspective to the table, having worked across the country and in different industries. Through this previous experience, Russ has led and participated in a variety of projects and initiatives, such as developing a mentorship program for employees to increase engagement and productivity, and creating and administering employee satisfaction surveys to identify key areas of improvement. Russ has played a key role in the re -design of organizations and teams, and has helped develop new compensation structures and philosophies. As a Consultant at SilverStone Group, Russ specializes in developing and employing compensation practices that help employers attract, retain, reward and motivate top talent. Russ thinks of compensation as a puzzle — and he enjoys solving the puzzle by knowing where to strategically place each piece to meet an employer's goals. Although the puzzle is generally the same, Russ knows that each organization brings its own flavor and nuance to the mix — allowing him to bring innovative solutions to the table. Russ stays connected to his field as an active member of WorldatWork, a global association for human resource professionals. SilverStone TM _5 PHONE 402.964.5651 FAX 402.964.4083 RBECKER@SSGI.COM EDUCATION Master of Business Administration UNIVERSITY OF SOUTH DAKOTA VERMILLION, SD Bachelor of Science Business Administration UNIVERSITY OF NEBRASKA KEARNEY KEARNEY, NE DESIGNATIONS SHRM Senior Certified Professional SILVERSTONEGROUP.COM PROFILES ARIANA OROZCO HR CONSULTING COORDINATOR HR CONSULTING As an HR Consulting Coordinator, Ariana provides administrative and operational support to her team with a specific focus on compensation and HR compliance. She assists with a wide variety of tasks, including job description and policy development, compensation analysis, employee handbook reviews, candidate sourcing, interview processes and the creation of project deliverables and presentations. She also evaluates compensation data and conducts research on best practices and trends regarding policy updates and changes. Ariana's education and previous experience have equipped her with the tools needed to deliver effective HR solutions and exceptional customer service. She is currently working on her Masters of Business Administration with an emphasis in Human Resource Management at UNO. Ariana is a member of the Human Resource Association of the Midlands (HRAM) and the UNO Young Alumni Academy —Class of 2018. SilverStone TM _5 PHONE 402.964.5671 FAX 402.963.4083 AOROZCO@SSGI.COM EDUCATION Bachelor of Science Human Resources Management and General Management UNIVERSITY OF NEBRASKA OMAHA OMAHA, NE PROFESSIONAL DESIGNATIONS SHRM Certified Professional SHRM-CP SILVERSTONEGROUP.COM