HomeMy WebLinkAbout11-07-16 CC Mtg - C8. PSA with think2perform for Professional Development
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission FROM: Chuck Winn, Assistant City Manager
SUBJECT: Authorize City Manager to sign Professional Services Agreement
(PSA) with think2perform for Professional Development for Mid and Upper Level Management.
MEETING DATE: November 7, 2016
AGENDA ITEM TYPE: Consent
RECOMMENDATION: Authorize the City Manager to sign a PSA with think2perform for
Professional Development for the City’s Mid and Upper Level Management team.
BACKGROUND: The FY17 approved budget contains $20,000 for professional development
for the approximately 40 mid and upper level managers within the City. Per the purchasing
policy we solicited two quotes for the work, selected think2perform as the successful firm and
negotiated the PSA attached to this memo. The consultant will develop and conduct 10 professional development sessions and perform individual leadership assessments for each of the
members of the City’s leadership team.
UNRESOLVED ISSUES: None.
ALTERNATIVES: As suggested by the City Commission
FISCAL EFFECTS: The contract amount negotiated is within the amount approved in the
FY2017 budget.
Attachments:
Professional Service Agreement with think2perform Letter of Engagement with think2perform
Report compiled on:
November 1, 2016
64
Professional Services Agreement for Professional Development Training FY 2015 – FY 2016
Page 1 of 10
PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this _____ day of ____________, 2015, by
and between the CITY OF BOZEMAN, MONTANA, a self governing municipal corporation
organized and existing under its Charter and the laws of the State of Montana, 121 North Rouse Street,
Bozeman, Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter
referred to as “City,” and, Dave Meldahl, Think2Perform, hereinafter referred to as “Contractor.”
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree as follows:
1. Purpose: City agrees to enter this Agreement with Contractor to perform for City
services described in the Scope of Services attached hereto as Attachment “A” and by this reference
made a part hereof.
2. Term/Effective Date: This Agreement is effective upon the date of its execution [and
will terminate on the completion of the services outlined in the Letter of Agreement.
3. Scope of Work: Contractor will perform the work and provide the services in
accordance with the requirements of the October 26, 2016 Letter of Engagement. For conflicts
between this Agreement and the Letter of Engagement, unless specifically provided otherwise, the
Agreement governs.
4. Payment: City agrees to pay Contractor the amount specified in the Scope of
Services. Any alteration or deviation from the described services that involves additional costs above
the Agreement amount will be performed by Contractor after written request by the City, and will
become an additional charge over and above the amount listed in the Scope of Services. The City
must agree in writing upon any additional charges.
5. Contractor’s Representations: To induce City to enter into this Agreement,
Contractor makes the following representations:
a. Contractor has familiarized itself with the nature and extent of this Agreement, the
Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules,
65
Professional Services Agreement for Professional Development Training FY 2015 – FY 2016
Page 2 of 10
and regulations that in any manner may affect cost, progress or performance of the Scope of Services.
b. Contractor represents and warrants to City that it has the experience and ability to
perform the services required by this Agreement; that it will perform said services in a professional,
competent and timely manner and with diligence and skill; that it has the power to enter into and
perform this Agreement and grant the rights granted in it; and that its performance of this Agreement
shall not infringe upon or violate the rights of any third party, whether rights of copyright, trademark,
privacy, publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal,
state and municipal laws. The City will not determine or exercise control as to general procedures or
formats necessary to have these services meet this warranty.
6. Independent Contractor Status/Labor Relations: The parties agree that Contractor
is an independent contractor for purposes of this Agreement and is not to be considered an employee
of the City for any purpose. Contractor is not subject to the terms and provisions of the City’s
personnel policies handbook and may not be considered a City employee for workers’ compensation
or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in
any dealings between Contractor and any third parties.
Contractor shall comply with the applicable requirements of the Workers’ Compensation Act,
Title 39, Chapter 71, MCA, and the Occupational Disease Act of Montana, Title 39, Chapter 71,
MCA. Contractor shall maintain workers’ compensation coverage for all members and employees of
Contractor’s business, except for those members who are exempted by law.
Contractor shall furnish the City with copies showing one of the following: (1) a binder for
workers’ compensation coverage by an insurer licensed and authorized to provide workers’
compensation insurance in the State of Montana; or (2) proof of exemption from workers’
compensation granted by law for independent contractors.
Contractor shall indemnify, defend, and hold the City harmless from any and all claims,
demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in
connection with any labor problems or disputes or any delays or stoppages of work associated with
such problems or disputes and for any claims regarding underpaid prevailing wages.
7. Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and
hold harmless the City, its agents, representatives, employees, and officers (collectively referred to
for purposes of this Section as the City) from and against any and all claims, demands, actions, fees
and costs (including attorney’s fees and the costs and fees of and expert witness and consultants),
losses, expenses, liabilities (including liability where activity is inherently or intrinsically dangerous)
66
Professional Services Agreement for Professional Development Training FY 2015 – FY 2016
Page 3 of 10
or damages of whatever kind or nature connected therewith and without limit and without regard to
the cause or causes thereof or the negligence of any party or parties that may be asserted against,
recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or
in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; (ii) any
negligent, reckless, or intentional misconduct of any of the Contractor’s agents;
For the professional services rendered, to the fullest extent permitted by law, Contractor
agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and
expenses, including reasonable defense attorney fees, to the extent caused by the negligence or willful
misconduct of the Contractor or Contractor’s agents or employees.
Such obligations shall not be construed to negate, abridge, or reduce other rights or obligations
of indemnity that would otherwise exist. The indemnification obligations of this Section must not be
construed to negate, abridge, or reduce any common-law or statutory rights of the indemnitee(s)
which would otherwise exist as to such indemnitee(s).
Contractor’s indemnity under this Section shall be without regard to and without any right to
contribution from any insurance maintained by City.
Should any indemnitee described herein be required to bring an action against the Contractor
to assert its right to defense or indemnification under this Agreement or under the Contractor’s
applicable insurance policies required below the indemnitee shall be entitled to recover reasonable
costs and attorney fees incurred in asserting its right to indemnification or defense but only if a court
of competent jurisdiction determines the Contractor was obligated to defend the claim(s) or was
obligated to indemnify the indemnitee for a claim(s) or any portion(s) thereof.
In the event of an action filed against City resulting from the City’s performance under this
Agreement, the City may elect to represent itself and incur all costs and expenses of suit.
Contractor also waives any and all claims and recourse against the City or its officers, agents
or employees, including the right of contribution for loss or damage to person or property arising
from, growing out of, or in any way connected with or incident to the performance of this Agreement
except “responsibility for his own fraud, for willful injury to the person or property of another, or for
violation of law, whether willful or negligent” as per 28-2-702, MCA.
These obligations shall survive termination of this Agreement and the services performed
hereunder.
67
Professional Services Agreement for Professional Development Training FY 2015 – FY 2016
Page 4 of 10
In addition to and independent from the above, Contractor shall at Contractor’s expense secure
insurance coverage through an insurance company or companies duly licensed and authorized to
conduct insurance business in Montana which insures the liabilities and obligations specifically
assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion
for liabilities specifically assumed by the Contractor in subsection (a) of this Section.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City without
limit and without regard to the cause therefore and which is acceptable to the City and Contractor
shall furnish to the City an accompanying certificate of insurance and accompanying endorsements
in amounts not less than as follows:
• Workers’ Compensation – statutory;
• Employers’ Liability - $1,000,000 per occurrence; $2,000,000 annual aggregate;
• Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
• Automobile Liability - $1,000,000 property damage/bodily injury per accident; and
The above amounts shall be exclusive of defense costs. The City of Bozeman, its officers,
agents, and employees, shall be endorsed as an additional or named insured on a primary non-
contributory basis on both the Commercial General and Automobile Liability policies. The insurance
and required endorsements must be in a form suitable to City and shall include no less than a sixty
(60) day notice of cancellation or non-renewal. The City must approve all insurance coverage and
endorsements prior to the Contractor commencing work. Contractor shall notify City within two (2)
business days of Contractor’s receipt of notice that any required insurance coverage will be terminated
or Contractor’s decision to terminate any required insurance coverage for any reason.
The City must approve all insurance coverage and endorsements prior to the Contractor
commencing work.
8. Termination for Contractor’s Fault:
a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails
to perform any of its obligations under this Agreement, or otherwise breaches any terms or
conditions of this Agreement, the City may, by written notice, terminate this Agreement and
the Contractor’s right to proceed with all or any part of the work (“Termination Notice Due
to Contractor’s Fault”). The City may then take over the work and complete it, either with its
own resources or by re-letting the contract to any other third party.
68
Professional Services Agreement for Professional Development Training FY 2015 – FY 2016
Page 5 of 10
b. In the event of a termination pursuant to this Section 8, Contractor shall be
entitled to payment only for those services Contractor actually rendered.
c. Any termination provided for by this Section 8 shall be in addition to any other
remedies to which the City may be entitled under the law or at equity.
d. In the event of termination under this Section 8, Contractor shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature arising, or claimed to have arisen, as a result of the termination.
9. Termination for City’s Convenience:
a. Should conditions arise which, in the sole opinion and discretion of the City,
make it advisable to the City to cease performance under this Agreement City may terminate
this Agreement by written notice to Contractor (“Notice of Termination for City’s
Convenience”). The termination shall be effective in the manner specified in the Notice of
Termination for City’s Convenience and shall be without prejudice to any claims that the City
may otherwise have against Contractor.
b. Upon receipt of the Notice of Termination for City’s Convenience, unless
otherwise directed in the Notice, the Contractor shall immediately cease performance under
this Agreement and make every reasonable effort to refrain from continuing work, incurring
additional expenses or costs under this Agreement and shall immediately cancel all existing
orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as
may be necessary to preserve, protect, and maintain work already completed or immediately
in progress.
c. In the event of a termination pursuant to this Section 9, Contractor is entitled
to payment only for those services Contractor actually rendered on or before the receipt of the
Notice of Termination for City’s Convenience.
d. The compensation described in Section 9(c) is the sole compensation due to
Contractor for its performance of this Agreement. Contractor shall, under no circumstances,
be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost
productivity, field office overhead, general conditions costs, or lost profits damages of any
nature arising, or claimed to have arisen, as a result of the termination.
69
Professional Services Agreement for Professional Development Training FY 2015 – FY 2016
Page 6 of 10
10. Limitation on Contractor’s Damages; Time for Asserting Claim:
a. In the event of a claim for damages by Contractor under this Agreement,
Contractor’s damages shall be limited to contract damages and Contractor hereby expressly
waives any right to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature or kind.
b. In the event Contractor wants to assert a claim for damages of any kind or
nature, Contractor shall provide City with written notice of its claim, the facts and
circumstances surrounding and giving rise to the claim, and the total amount of damages
sought by the claim, within thirty (30) days of the facts and circumstances giving rise to the
claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights
to assert such claim.
11. Representatives:
a. City’s Representative: The City’s Representative for the purpose of this
Agreement shall be Chuck Winn, Assistant City Manager or such other individual as City
shall designate in writing. Whenever approval or authorization from or communication or
submission to City is required by this Agreement, such communication or submission shall be
directed to James Goehrung as the City’s Representative and approvals or authorizations shall
be issued only by such Representative; provided, however, that in exigent circumstances when
City’s Representative is not available, Contractor may direct its communication or submission
to other designated City personnel or agents as listed above and may receive approvals or
authorization from such persons.
b. Contractor’s Representative: The Contractor’s Representative for the
purpose of this Agreement shall be Dave Meldahl or such other individual as Contractor shall
designate in writing. Whenever direction to or communication with Contractor is required by
this Agreement, such direction or communication shall be directed to Contractor’s
Representative; provided, however, that in exigent circumstances when Contractor’s
Representative is not available, City may direct its direction or communication to other
designated Contractor personnel or agents.
12. Permits: Contractor shall provide all notices, comply with all applicable laws,
ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman
70
Professional Services Agreement for Professional Development Training FY 2015 – FY 2016
Page 7 of 10
business license, and inspections from applicable governmental authorities, and pay all fees and
charges in connection therewith.
13 Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all workers’
compensation laws, all environmental laws including, but not limited to, the generation and disposal
of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and
provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and
State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination,
affirmative action, and utilization of minority and small business statutes and regulations.
14. Nondiscrimination: The Contractor agrees that all hiring by Contractor of persons
performing this Agreement shall be on the basis of merit and qualifications. The Contractor will have
a policy to provide equal employment opportunity in accordance with all applicable state and federal
anti-discrimination laws, regulations, and contracts. The Contractor will not refuse employment to a
person, bar a person from employment, or discriminate against a person in compensation or in a term,
condition, or privilege of employment because of race, color, religion, creed, political ideas, sex, age,
marital status, national origin, actual or perceived sexual orientation, gender identity, physical or
mental disability, except when the reasonable demands of the position require an age, physical or
mental disability, marital status or sex distinction. The Contractor shall be subject to and comply
with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all
regulations promulgated thereunder. The Contractor shall require these nondiscrimination terms of
its sub-Contractors providing services under this agreement.
15. Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training: Contractor
shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs,
by any employee or agent engaged in services to the City under this Agreement while on City property
or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of
and shall comply with its responsibilities and obligations under the U.S. Department of Transportation
(DOT) regulations governing anti-drug and alcohol misuse prevention plans and related testing. City
shall have the right to request proof of such compliance and Contractor shall be obligated to furnish
such proof.
The Contractor shall be responsible for instructing and training the Contractor's employees
and agents in proper and specified work methods and procedures. The Contractor shall provide
continuous inspection and supervision of the work performed. The Contractor is responsible for
instructing his employees and agents in safe work practices.
71
Professional Services Agreement for Professional Development Training FY 2015 – FY 2016
Page 8 of 10
16. Modification and Assignability: This Agreement may not be enlarged, modified or
altered except by written agreement signed by both parties hereto. The Contractor may not
subcontract or assign Contractor’s rights, including the right to compensation or duties arising
hereunder, without the prior written consent of City. Any subcontractor or assignee will be bound by
all of the terms and conditions of this Agreement.
17. Reports/Accountability/Public Information: Contractor agrees to develop and/or
provide documentation as requested by the City demonstrating Contractor’s compliance with the
requirements of this Agreement. Contractor shall allow the City, its auditors, and other persons
authorized by the City to inspect and copy its books and records for the purpose of verifying that the
reimbursement of monies distributed to Contractor pursuant to this Agreement was used in
compliance with this Agreement and all applicable provisions of federal, state, and local law. The
Contractor shall not issue any statements, releases or information for public dissemination without
prior approval of the City.
18. Non-Waiver: A waiver by either party any default or breach by the other party of any
terms or conditions of this Agreement does not limit the other party’s right to enforce such term or
conditions or to pursue any available legal or equitable rights in the event of any subsequent default
or breach.
19. Attorney’s Fees and Costs: That in the event it becomes necessary for either Party of
this Agreement to retain an attorney to enforce any of the terms or conditions of this Agreement or to
give any notice required herein, then the prevailing Party or the Party giving notice shall be entitled
to reasonable attorney's fees and costs, including fees, salary, and costs of in-house counsel to include
City Attorney.
20. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all
appropriate employee withholdings.
21. Dispute Resolution:
a. Any claim, controversy, or dispute between the parties, their agents,
employees, or representatives shall be resolved first by negotiation between senior-level
personnel from each party duly authorized to execute settlement agreements. Upon mutual
agreement of the parties, the parties may invite an independent, disinterested mediator to assist
in the negotiated settlement discussions.
b. If the parties are unable to resolve the dispute within thirty (30) days from the
72
Professional Services Agreement for Professional Development Training FY 2015 – FY 2016
Page 9 of 10
date the dispute was first raised, then such dispute may only be resolved in a court of
competent jurisdiction in compliance with the Applicable Law provisions of this Agreement.
22. Survival: Contractor’s indemnification shall survive the termination or expiration of
this Agreement for the maximum period allowed under applicable law.
23. Headings: The headings used in this Agreement are for convenience only and are not
be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to
which they refer.
24. Severability: If any portion of this Agreement is held to be void or unenforceable, the
balance thereof shall continue in effect.
25. Applicable Law: The parties agree that this Agreement is governed in all respects by
the laws of the State of Montana.
26. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs,
legal representatives, successors, and assigns of the parties.
27. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the
parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or
enforced by a third party.
28. Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
29. Integration: This Agreement and all Exhibits attached hereto constitute the entire
agreement of the parties. Covenants or representations not contained therein or made a part thereof
by reference, are not binding upon the parties. There are no understandings between the parties other
than as set forth in this Agreement. All communications, either verbal or written, made prior to the
date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this
Agreement by reference.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
73
Professional Services Agreement for Professional Development Training FY 2015 – FY 2016
Page 10 of 10
IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and year
first above written.
CITY OF BOZEMAN, MONTANA ____________________________________
CONTRACTOR (Type Name Above)
By________________________________ By__________________________________
Chris Kukulski, City Manager
Print Name:
Print Title: ____________________________
APPROVED AS TO FORM:
By_______________________________
Greg Sullivan, Bozeman City Attorney
74
Breakthrough Leadership
City of Bozeman
HPO Leadership Group
Letter of Engagement
October 26, 2016
75
1 City of Bozeman – Letter of Engagement 4Oct2016
Breakthrough Leadership
Background
Enhancing and sustaining the City of Bozeman’s healthy, productive and service-oriented
workplace requires the availability of highly skilled and self-aware leaders. Bozeman’s HPO
Leadership Group program aims to contribute to the building of such leadership talent by
providing professional development to the city’s top 30+ leaders. Like most leaders in any
organization, the city’s leaders value learning and development. However, given time
constraints and demanding positions, they need to be assured that their professional
development is immediately applicable and targeted at the actual leadership skills required for
their jobs.
Breakthrough Leadership will build a core set of relevant and practical skills that focus on
building leadership capabilities (versus functional management skills like budgeting, safety or
employee relations).
This design document outlines a proposed structure and content for a series of Breakthrough
Leadership workshops aimed at elevating leadership skills, knowledge and abilities across the
HPO Group.
Purpose
Breakthrough Leadership is designed to:
> Develop skills for leading oneself to achieve work-life effectiveness.
> Expand knowledge and skills for leading others.
> Increase team and interpersonal effectiveness.
> Foster partnerships and collaborative opportunities for the HPO participants.
Leadership Series
Breakthrough Leadership includes a series of 10 two-hour workshops which bring together the
30+ HPO leaders who will participate together and commit to learning and application. The
sessions would occur monthly, with a potential break over the summer. The workshops are
designed to foster reflection, link newly acquired knowledge and skills to real-life leadership
experiences, and support self-directed learning. The workshops provide the opportunity to:
> Learn and practice skills in a non-threatening environment with an emphasis on
knowledge-building and application in real life.
> Confidentially discuss challenges and ideas with participants who share similar
challenges and priorities.
> Test ideas before applying them on the job.
> Identify solutions to challenging situations through outside-the-box thinking.
> Network and collaborate with peers who are on similar yet unique journeys.
> Share best practices and receive support from others.
76
2 City of Bozeman – Letter of Engagement 4Oct2016
Breakthrough Leadership combines face-to-face interactive sessions with pre- and post-work to
ensure the achievement of learning objectives and the continuous integration and transfer of the
learning.
think2perform’s instructional approach
At think2perform we use a learner-centered approach that actively involves adults in inquiry,
communication, critical thinking and problem solving. The facilitator’s role is to create a safe
environment for sharing and insight; to introduce and debrief key concepts and learning
activities; and to support the group in achieving the learning goals through self-reflection,
application and peer interaction. A typical breakdown is:
> Coursework: primary mediums used include reading, viewing (e.g., video), lecture,
assessments, discussion, and more.
> Interacting with others: peers and session facilitators
> Experience: workshop and post-workshop practice and reflection; learning on-the-job
through application of learning concepts and skills
Workshops include the following instructional strategies.
> Pre-workshop activities: Read/view and reflect on key learning topics; complete assessments and quizzes as assigned.
> At-workshop activities:
• Ice breaker/engagement exercises
• Application Check-Ins/Teach-Backs − review/reinforce previous learning on key
topics; hold participants accountable for practice/application
• New information and content
• Large and small group discussion
• Practice of new skills and applying knowledge
> Post-workshop activities:
• Deliberate and regular practice of new behaviors for more effective integration
• Peer/boss mentoring/collaboration
• Professional coach support and accountability (optional)
Self-awareness Tools
A critical element of enhancing leadership effectiveness is deepening a leader’s awareness of
their impact on others, their strengths, and areas for growth. Derailment of leaders happens all
too often when leaders are simply unaware of how their leadership is being received by their
colleagues. To foster such self-awareness, a number of tools will be used throughout the
process including Values Cards, Everything DiSC® Workplace and Comparison Reports, and
Situational Leadership II Leader Behavior Analysis. Optional assessments will be offered for an
additional fee including EQi-Leadership (emotional intelligence) and 363 for Leaders® (360-
degree feedback). Individual debriefing of assessment results would be provided.
77
3 City of Bozeman – Letter of Engagement 4Oct2016
Breakthrough Leadership Overview
Content topics are for discussion purposes and will be tailored through collaboration
with Chuck Winn and Bethany Jorgenson of the City of Bozeman.
CORE TOPICS
LEADING SELF Tools
Alignment Model
• Frame 1: Ideal Self (Moral Compass)
• Frame 2: Goal Achievement - Self (What Do
You Want For Yourself: WDYWFY)
• Frame 3: Real Self
(Thoughts/Feelings/Actions)
• Emotional Intelligence – Sustaining
Alignment
• Values clarification
• Optional: EQi-Leadership report
and debrief (emotional intelligence
assessment)
LEADING OTHERS Tools
• Situational Leadership II
• Everything DiSC® Workplace
• Feedback: Giving and Receiving
• Team Effectiveness
• Goal Achievement – Others
• Situational Leadership II workbook
• Everything DiSC® Workplace
profile
• Team Effectiveness assessment
78
4 City of Bozeman – Letter of Engagement 4Oct2016
Suggested Implementation
Note: Each 2 hr. session will include application activities to be completed between sessions.
Month TOPIC
1 • Leadership Development Overview
• Alignment Model Review
• Emotional Intelligence – Deepen Knowledge
• EQi-Leadership Assessments*
2 • Application Check-In
• Goal Achievement - Self
3 • Application Check-In
• DiSC® Workplace – Pt. 1
4 • Application Check-In
• Situational Leadership II – Pt. 1
5 • Application Check-In
• DiSC® Workplace – Pt. 2
6 • Application Check-In
• Situational Leadership II – Pt. 2
7 • Application Check-In
• Feedback: Giving and Receiving
8 • Application Check-In
• Team Effectiveness
9 • Application Check-In
• Review/Reinforce Learnings To-Date
10 • Application Check-In
• Goal Achievement – Others
79
5 City of Bozeman – Letter of Engagement 4Oct2016
* Optional: For select leaders, an EQi-Leadership assessment which measures emotional
intelligence in the context of leadership could be utilized.
Note: Two additional sessions could be added (or some sessions extended in time) to further
increase the odds that key knowledge and skills are integrated into daily leadership behaviors.
Participant Materials
Participant Guides/Handouts will be provided which include key content, note taking
instruments, and worksheets.
Online Resources
Participants will have free and unlimited access during the program to think2perform’s online
client-only resources including our audio/video library and customizable “dashboards” for:
• Values
• Goals
• Key Activities
• Development Reminders and Assessments
Development, Implementation and Investment
Development
It is think2perform’s intent to customize its Breakthrough Leadership series to best fit the culture
and learning needs of the HPO participants and the overall HPO program. Thus, the topics
identified above and the structure of the series (# and length of sessions) is subject to change
based on collaboration with Chuck and Bethany.
Implementation
The workshops will be facilitated by Dave Meldahl of think2perform. We are open to partnering
with other qualified City of Bozeman staff in the facilitation process as appropriate.
Investment
Developing leaders is an investment in the near and long-term health of an organization.
Effective leadership development such as Breakthrough Leadership helps avoid turnover
expenses, enhances employee productivity and engagement, and deepens the loyalty of top-
performing leaders who see the organization investing in their growth. The net effect is a
positive return on investment and return on people and their growth.
80
6 City of Bozeman – Letter of Engagement 4Oct2016
The investment required to implement Breakthrough Leadership for the City of Bozeman is:
• $12,200 for planning, customization of content, workshop facilitation and follow-up
• $170 per person for materials and assessments
• Optional: EQi-Leadership assessments and 1 hr 1:1 debrief of results: $400/pp
• Optional: Adding additional two-hour workshops would be billed at the reduced rate of
$1,000/workshop.
• Travel expenses as approved and incurred, consistent with the City of Bozeman’s travel
reimbursement policies (no travel is currently planned)
• Printing expenses, as incurred
Payment Terms
Upon written acceptance of this proposal, think2perform will invoice the City of Bozeman a 25%
down payment of $3,050 plus $5,100 for thirty participants’ materials ($8,150 total down
payment), and will invoice the remaining 75% ($9,150) over three monthly installments of
$3,050, plus any remaining per person materials fees (above the 30 paid for initially) and/or
additional workshops. These payment terms may be modified as mutually agreed upon.
The City of Bozeman agrees provide facilities, food and equipment for the workshops consistent
with City policies.
Invoices can be paid by check or credit card and are due within 30 days. Amounts exclude
approved out-of-town travel expenses (none are expected) and any additional tools or support
mutually agreed upon during the engagement. Invoices for printing expenses or implementation
of any Optional services noted above will also be due within 30 days.
The engagement may be terminated by either party upon 30 days’ notice. If the engagement is
discontinued prior to full execution of the work, the City of Bozeman agrees to compensate
think2perform for work and materials delivered to that point.
Why think2perform?
think2perform is a leader in the field of leadership development and performance enhancement.
Our methodology helps individuals make better behavioral decisions aligned with personal
values and goals, and the values and goals of their organizations - even in the face of
competing emotions and pressure.
Our proven track record is grounded in the unique combination of:
• Senior executive level coaches and facilitators dedicated to providing superior service
and knowledgeable guidance. Our team members have lived, studied and advised on the
topics of leadership, teamwork, sales, and personal development at the highest levels of
corporate America.
• Unique, research-centric programs based in neuroscience, leadership strategies and
business "best" practices.
81
7 City of Bozeman – Letter of Engagement 4Oct2016
• Active membership in the Consortium for Research on Emotional Intelligence in
Organizations, which is chaired by EI expert and author Daniel Goleman. We are one of
only four organizational (non-academic), application-focused members of the Consortium.
• Award-winning delivery and service of Everything DiSC® and The Five Behaviors of a
Cohesive Team assessments and interventions.
• Accountability and actionable activities designed to engage participants during delivery
and reinforce sustainable, long-term professional development.
• A results-driven perspective that delivers transformative methodologies to unleash the
highest potential of individuals and teams to sustainably strengthen organizations.
Joint Accountabilities
Before our work: I commit to making this work a priority by dedicating time for you on my
calendar, to prepare for our work, and to get necessary prep materials to you. You should seek
commitment from participating team members to the workshops, make time and space for the
workshops and their related pre-work in your schedules, and arrange for appropriate workshop
space and equipment (LCD projector, screen and 4 flip charts with markers).
During our work: My job will be to manage the above Approaches so they meet with your
expectations and satisfy your objectives. From you and your teams, I will need a commitment to
prepare for the workshops, to be responsive to information requests, and to provide the
logistical and printing support needed.
After our work: I will be available to you for clarification questions on topics that fall within the
scope of the original engagement as well as reasonable support or guidance on things that
come up after the engagement has concluded. From you, I request a promise to support the
integration of the workshop learnings through consistent and effective follow up so that you see
the fastest possible results. And, if satisfied, you will provide a written testimonial regarding
think2perform’s support and permission for think2perform to use your name and testimonial in
our marketing materials.
Acceptance by the City of Bozeman:
(Please email scanned signature page to dmeldahl@think2perform.com)
_____________________________ __________________________
Printed Name Signature
_____________________________ __________________________
Title Date
82
8 City of Bozeman – Letter of Engagement 4Oct2016
think2perform
Baker Building, Suite 271 706 Second Avenue South
Minneapolis, Minnesota 55402
www.think2perform.com 612-843-5000
Dave Meldahl dmeldahl@think2perform.com
406-587-5884
83