HomeMy WebLinkAbout12-09-19 City Commission Packet Materials - A1. Decision on City Manager Surratt's Request for Employment Termination
Commission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Karen Stambaugh, Assistant City Attorney
Greg Sullivan, City Attorney
SUBJECT: Decision on City Manager Surratt’s Request to Terminate Employment Agreement on Thursday, December 12, 2019 and Authorize Mayor to
Sign Interim Employment Agreement with Dennis Taylor to Serve as
Interim City Manager Effective Thursday, December 12, 2019
MEETING DATE: December 9, 2019
AGENDA ITEM TYPE: Action
RECOMMENDATION: Consider public comment and adopt the motion as provided below.
SUGGESTED MOTION: I move to authorize termination of City Manager Surratt’s
employment agreement prior to the expiration of the required 90-day notice period with City Manager Surratt’s last day to be Thursday, December 12, 2019 and authorize the Mayor to sign an Interim Employment Agreement with Dennis Taylor to Serve as Interim City Manager
beginning Thursday, December 12, 2019 conditioned upon successful completion of a
background check.
BACKGROUND: On Monday, December 2, 2019, City Manager Surratt informed the City Commission of her acceptance of a position as city manager in another city. If the Commission
so desires, City Manager Surratt requests the Commission agree to waive the 90-day time period
for her notice of termination pursuant to Section 4.3(d) of the Employment Agreement (see
attached). Ms. Surratt desires to end her employment at the time an interim city manager is available to start. Mayor Andrus informs me she has been in contact with Dennis Taylor who has served previously as Interim Bozeman City Manager. If the Commission so desires, Mr. Taylor
has agreed to serve again as Interim City Manager during the period of time the City
Commission conducts a recruitment and selection for a permanent city manager. Mr. Taylor has
indicated he is available to commence duties as interim city manager immediately after City Manager Surratt’s employment ends. If the Commission desires, the Interim Employment Agreement before you for your consideration begins on December 12, 2019.
The proposed Interim Employment Agreement is identical to the previous interim employment
agreement with Mr. Taylor (except for salary and vehicle allowance) and contains the following:
• Base pay is the same per month as provided to the City’s current city manager
($13,459.29/month) (this was also the basis for Mr. Taylor’s salary in 2017);
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• The interim city manager will have the functions and duties as provided in Section 3.04
of the Bozeman City Charter;
• The interim city manager is a temporary employee;
• The City agrees to pay Mr. Taylor $569.99 per month for travel related expenses (same
as currently provided to Ms. Surratt) and a $400.00 travel allowance for travel between
Mr. Taylor’s home in Helena and his temporary residence in Bozeman.
• City provides a housing allowance of up to $3,600 per month.
The above motion conditions the Mayor’s signature on the interim employment agreement with
Mr. Taylor upon the successful completion of a background check pursuant to existing city
policy. UNRESOLVED ISSUES: None identified.
ALTERNATIVES: As determined by the Commission.
FISCAL EFFECTS: The City will pay the costs as shown in the attached agreement. This includes a monthly salary of $13,459.29 and travel related expenses. The duration of the interim
employment agreement with Mr. Taylor depends on the length of time the recruitment and
selection process takes for a new city manager. Mr. Taylor will not be eligible for employee
health benefits and the City will not contribute to retirement. Ms. Surratt will be paid for her unused accrued vacation and sick leave pursuant to her existing employment agreement. The fiscal effects of the recruitment and selection process for a new city manager will be discussed in
other memoranda.
Report compiled on December 4, 2019 City Manager Andrea Surratt’s Employment Agreement
Proposed Interim Employment Agreement with Dennis Taylor Dennis Taylor’s 2017 Interim Employment Agreement
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Dennis Taylor Interim Employment Agreement 2019
Page 1 of 8
INTERIM EMPLOYMENT AGREEMENT
EFFECTIVE DATE: This Agreement is dated as of December 9, 2019
(the “Effective Date”)
PARTIES: EMPLOYER
City of Bozeman
121 North Rouse Avenue
Bozeman, MT 59715
EMPLOYEE
Dennis M. Taylor
920 Strawberry Drive
Helena, MT 59601
RECITAL
Employer has extended an offer of interim employment to Employee subject to
the terms and conditions set forth in this Agreement. Employee expressly
acknowledges the temporary nature of the employment offer and accepts interim
employment on the terms, covenants, and conditions set forth in this Agreement.
AGREEMENT
In consideration of the foregoing recitals and the covenants and promises
contained in this Agreement, and for other good and valuable consideration, the
receipt and sufficiency of which are acknowledged, Employer and Employee agree as
follows:
ARTICLE I.
DEFINITIONS AND INTERPRETATION
1.1 Definitions. As used in this Agreement, the following terms shall have
the following meanings:
“Cause” shall mean (1) misconduct, negligence, or any gross omission by
Employee; (2) an act or acts of dishonesty by Employee involving the Employer;
(3) conduct of Employee which is materially injurious to the Employer, monetarily or
otherwise; (4) commission by Employee of a criminal offense that, if committed in the
State of Montana, would have constituted a felony under the laws of the State of
Montana or the United States; or (5) failure to meet the functions and duties specified
by Section 3.04 of the City Charter, the Bozeman Municipal Code, state law and the
job description.
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Dennis Taylor Interim Employment Agreement 2019
Page 2 of 8
1.2 Interpretation. Unless a clear contrary intention appears, as used in
this Agreement (a) the singular includes the plural and vice versa, (b) reference to
any document means such document as amended from time to time, (c) “include” and
“including” means including without limiting the generality of any description
preceding such term, (d) the word “or” is not exclusive, unless otherwise expressly
stated, (e) the terms “hereof,” “herein,” “hereby,” and derivative or similar words refer
to this entire Agreement, and (f) headings are for convenience only and do not
constitute a part of this Agreement.
ARTICLE II.
DUTIES AND AUTHORITY
Employer agrees to employ Employee on a temporary basis as City Manager
to perform the functions and duties specified by Section 3.04 of the City Charter, the
Bozeman Municipal Code, state law and the job description, and to perform other
legally permissible and proper duties and functions.
ARTICLE III.
FULL-TIME BEST EFFORTS.
Employee shall devote Employee’s full professional time and attention to the
performance of Employee’s obligations under this Agreement, and shall at all times
faithfully, industriously and to the best of Employee’s ability, experience and talent
perform all of Employee’s obligations under this Agreement. Until this Agreement is
terminated, Employee shall not be employed or engaged by any other person or firm
other than Employer unless otherwise authorized in writing by Employer.
ARTICLE IV.
TERM AND TERMINATION.
4.1 Term. The term of this Agreement and the Employee’s employment
shall begin at 8:00am on December 12, 2019 to facilitate transition of authority from
the current city manager. Employee’s duties as City Manager shall commence at
5:00pm on December 12, 2019. Upon hiring an individual to serve as City Manager
in a non-interim capacity (the Permanent City Manager), Employer shall provide
Employee written notice of the Permanent City Manager’s start date. The term of
this Agreement shall end on the Permanent City Manager’s start date or no later
than seven (7) days thereafter if requested by the Mayor to facilitate transition of
authority to the Permanent City Manager; if so, during the transition period the
Employee shall receive compensation pursuant to Article V and Business Expenses
pursuant to Article VI but shall have no authority to act as City Manager under
Article II.
4.2 Probationary Period of Employment. Notwithstanding Section 4.1,
the Employee shall have a probationary period of employment beginning on the
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Dennis Taylor Interim Employment Agreement 2019
Page 3 of 8
Effective Date and ending on the end of the day which is twelve (12) months from the
Effective Date. During the probationary period of employment, either Employer or
Employee may terminate Employee’s employment at will on notice to the other for
any reason or for no reason.
4.3 Termination. Notwithstanding Section 4.1:
(a) This Agreement and the Employee’s employment shall terminate
immediately upon Employee’s death.
(b) This Agreement and the Employee’s employment shall terminate
immediately upon the Employer ceasing to conduct its business.
(c) Employer may terminate this Agreement:
(i) During the probationary period of employment at will on
notice to the other for any reason or for no reason.
(ii) Upon 30 days prior written notice for any legitimate
business reason;
(iii) Upon written notice if Employee is in material breach of
any provision of this Agreement, and fails to cure the
breach with 30 days of the date of the Employer’s written
notice;
(iv) Immediately upon a showing of Cause.
(d) Employee may terminate this Agreement:
(i) Upon 30 days’ written notice to Employer;
(ii) Immediately if the Employer, citizens or legislature acts to
amend any provisions of the Bozeman Municipal Code
and/or City Charter pertaining to the City Manager’s role,
powers, duties, authority, or responsibilities that
substantially changes the City of Bozeman’s form of
government; and
(e) This Agreement shall terminate automatically:
(i) Upon expiration of the term under Section 4.1;
(ii) If the majority of the governing body adopts a final
resolution to remove the Employee at a duly authorized
public meeting consistent with the provisions of Section
3.02 of the City Charter; and
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Dennis Taylor Interim Employment Agreement 2019
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(iii) If the City Commission requests the Employee to resign
under Section 3.02 of the City Charter and the Employee
resigns in writing.
(f) Upon termination of Employee’s employment under this
Agreement, Employer shall have no further obligation to
Employee except as specifically provided under this Agreement;
provided, however, that:
(i) Termination of Employee’s employment shall not affect
Employee’s right to receive accrued but unpaid salary
through the date of termination;
(ii) Termination of Employee’s employment shall not affect
Employee’s right to be paid for accrued but unpaid leave in
accordance with state and federal law;
(iii) Employee shall be allowed to pay for continued health
insurance as permitted by federal law.
(g) Upon termination of Employee’s employment under this
Agreement, Employee shall return to Employer all equipment
and property, including without limitation, confidential files,
proprietary information, client files, investor information, project
files, construction files, electronic equipment, keys, credit cards,
and the like, owned by Employer and used by Employee.
ARTICLE V.
COMPENSATION
5.1 Base Salary. Employer shall pay Employee $13,459.29 per month (the
“Salary”), payable in installments on a monthly basis.
5.2 Health Insurance. As a temporary employee the Employee is not
eligible to participate in the Employer’s health, dental, or vision insurance programs.
5.3 Vehicle Allowance. Employer will pay Employee $568.99 per month
as reimbursement for transportation related expenses. In addition to the above,
Employer agrees to pay Employee $400.00 per month as reimbursement for travel
related expenses between Employee’s home in Helena and the Employee’s residence
in Bozeman. The Employee is prohibited from using City vehicles or from seeking
reimbursement for transportation expenses for use of his personal vehicle. Employee
shall be responsible for paying for liability, property damage, and comprehensive
insurance coverage on such vehicle. Employee shall also be responsible for all
expenses related, in any way, to the purchase, operation, maintenance, repair, or
replacement of such vehicle.
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Dennis Taylor Interim Employment Agreement 2019
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5.4 Housing Allowance and Residency Requirement. Employer
agrees to pay Employee a housing supplement for actual housing costs of up but not
to exceed $3,600.00 per month, payable on the same day as the Employee’s base
salary, and prorated daily for the time Employee is employed pursuant to this
Agreement. Employee agrees to maintain residence within the corporate boundaries
of the City of Bozeman.
5.5 Exclusion of Certain Fringe Benefits. The Employee shall not be
entitled to participate in any plans, arrangements or distributions by the Employer
pertaining to or in connection with life insurance, disability insurance, pension,
retirement (unless otherwise required by law), or profit sharing.
5.6 Leave. Employee shall be entitled to accrue and utilize sick leave and
vacation leave as set forth in the Employer’s Employee Handbook.
ARTICLE VI.
BUSINESS EXPENSES/HOLDING OFFICE
6.1 General Business Expenses. Employer shall reimburse Employee for
any approved business-related expenses. The Finance Director is authorized to
disburse reimbursement upon receipt of duly executed expense or petty cash
vouchers, receipts, statements, or personal affidavits reflecting such expenses.
6.2 Holding Office. Commission approval is needed before the Employee
agrees to hold office in any professional, business, or civic organization.
ARTICLE VII.
HOURS OF WORK
Employer recognizes that Employee must devote a great deal of time outside
normal office hours on business for the City. To that end, Employee shall be allowed
to establish an appropriate work schedule.
ARTICLE VIII.
INDEMNIFICATION
Under Montana Code Annotated section 2-9-305, Employer will indemnify,
immunize and prove a defense to Employee if he is civilly sued for action taken within
the scope of his employment. Further, Employer agrees that notwithstanding Section
4.3(f), this obligation shall continue beyond Employee’s service to Employer as long
as litigation is pending. Employer agrees to pay Employee’s reasonable consulting
fees and travel expenses when Employee serves as a witness, advisor, or consultant
to Employer regarding pending litigation.
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Dennis Taylor Interim Employment Agreement 2019
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ARTICLE IX.
BONDING
Employer shall bear the full cost of any fidelity or other bonds required of the
Employee under any law or ordinance.
ARTICLE X.
MISCELLANEOUS.
10.1 Governing Law. This Agreement shall be governed by the laws of the
State of Montana.
10.2 Severability. The invalidity of any provision of this Agreement or
portion of a provision shall not affect the validity of any other provision of this
Agreement or the remaining portion of the applicable provision.
10.3 Counterparts and Facsimile Signatures. This Agreement and any
amendments to this Agreement may be executed in two or more counterparts, each
of which shall be deemed an original and all of which, taken together, shall constitute
one agreement. A facsimile or electronic signature to this Agreement and any
amendments to this Agreement shall be deemed an original and binding upon the
party against whom enforcement is sought.
10.4 Notices. All notices required or permitted under this Agreement shall
be in writing and shall be deemed effectively given: (i) upon personal delivery to the
party to be notified; (ii) when sent by confirmed facsimile or electronic mail if sent
during normal business hours of the recipient, if not, then on the next business day;
(iii) upon receipt, if sent by registered or certified mail or nationally recognized
overnight courier. All notices shall be sent to Employer or Employee at the address
set forth on the first page of this Agreement, or at such other address as either party
may designate by notice pursuant to this Section.
10.5 Entire Agreement. The terms of this Agreement express and
constitute the entire agreement between the parties pertaining to the subject matter
of this Agreement and supersede all prior and contemporaneous agreements,
understandings, negotiations and discussions, whether oral or written, of the parties.
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No supplement, modification, waiver or termination of this Agreement shall be
binding, unless executed in writing by the party to be bound.
10.6 Assignment. This Agreement and all rights, entitlements, duties and
obligations arising from it shall not be assignable in whole or in part by Employee
except with the prior written consent of Employer.
10.7 Public Document. This Agreement is a public document and shall be
available for inspection by the public.
****** End of Agreement Except for Signatures ****
The parties have executed this Agreement effective as the Effective Date.
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