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HomeMy WebLinkAboutAGR-7643.1 - CULLEN & ASSOCIATES INC - FIRST AMENDMENT FOR SUPPORT AND CONSULTING SERVICES TO INTERIM ASSISTANT FINANCE DIRECTOR - SEPT 10, 2024Docusign Envelope ID:31 BC038C-859A-4BAF-BF99-96A02026CEF7 os AGR-7643.1 57 FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT Consulting Services] THIS FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT(the First Amendment") is made and entered into as of September 10 2024, by and between the CITY OF ORANGE, a municipal corporation("City"),and CULLEN&ASSOCIATES INC., a S-Corporation("Contractor"), with reference to the following: A. City and Contractor entered into a Professional Services Agreement (Agreement No. 7643) dated as of January 23, 2024, which is incorporated herein by this reference (the Original Agreement"); and B. City and Contractor desire to amend the Original Agreement to modify,amend and supplement certain portions of the Original Agreement by revising the Scope of Services, extending the term, and increasing the compensation. NOW,THEREFORE, the parties hereby agree as follows: Section 1. Defined Terms. Except as otherwise defined herein, all capitalized terms used herein shall have the meanings set forth for such terms in the Original Agreement. Section 2. Cross-References. City and Contractor agree that all references in this First Amendment are deemed and construed to refer to the Original Agreement, as implemented by this First Amendment. Section 3 Revised Scope of Services. The Scope of Services, as listed on Exhibit A of the Original Agreement,is hereby amended,modified,and supplemented to include the services described on Exhibit A attached hereto and incorporated herein by this reference. Section 4 Compensation. The total not-to-exceed compensation for the services to be rendered as set forth in Section 2.a of the Original Agreement is increased by EIGHTY THOUSAND DOLLARS and 00/100 ($80,000.00) and Section 2.a is hereby amended in its entirety to read as follows: Contractor's total compensation for all services performed under this Agreement, shall not exceed ONE HUNDRED SIXTY THOUSAND DOLLARS and 00/100 160,000.00)without the prior written authorization of City." Section 5. Integration. This First Amendment amends, as set forth herein, the Original Agreement and, except as specifically amended hereby, the Original Agreement shall remain in full force and effect. To the extent that there is any conflict or inconsistency between the terms and provisions of this First Amendment and the terms and provisions of the Original Docusign Envelope ID:31BC038C-859A-4BAF-BF99-96A02026CEF7 Agreement. the terms and provisions of this First Amendment shall control and govern the rights and obligations of the parties. IN WITNESS of this First Amendment,the parties enter into this First Amendment on the year and day first above written. CONTRACTOR" CITY" CULLEN & ASSOCIATES INC.,CITY OF ORANGE, a municipal corporation a S-Corporation Initial p—DDoccuSi9ned by: y By: VC V/ / By: "-02nMn777A2n417 Printed Name: Dtnor^n - ( f (-e," - Daniel R. Slater, Mayor Title: CEO ATTEST: DocuSfyneed by: sig DB2BcprgnBcce3e Pamela Coleman, City Clerk APPROVED AS TO FORM: DocuSigned by: ChM.iLt, Vtti,ie{}a By: 06131301 F3fi7hF496 Mike Vigliotta, City Attorney NOTE:If Contractor is a corporation, the City requires the following signature(s): 1)the Chairman of the Board,the President or a Vice-President,AND (2)the Secretary, the Chief Financial Officer, the Treasurer, an Assistant Secretary or an Assistant Treasurer. If only one corporate officer exists or one corporate officer holds more than one corporate office, please so indicate. OR The corporate officer named in a corporate resolution as authorized to enter into this Agreement. A copy of the corporate resolution, certified by the Secretary close in time to the execution of the Agreement, must be provided to the City. Docusign Envelope ID:31BC038C-859A-4BAF-BF99-96A02026CEF7 EXHIBIT "A" SUPPLEMENTAL SCOPE OF SERVICES Behind this page.] Docusign Envelope ID:31BG038G-859A-4BAF-BF99-96A02026CEF7 L ' I . I . I=. N & .ASS O ( I , \ 'I S , I N (: . CONSULTING Scope of Work City of Orange August 14, 2024 Project Title: Policy and Procedure Update and Organizational Effectiveness Project Overview: The objective of this project is to update existing policies and procedures by interviewing staff to determine current practices, identifying opportunities to increase productivity and streamline processes,supporting the implementation of an ERP system, and providing professional guidance and support to the finance department and senior management. Project Goals: 1. Update and enhance existing policies and procedures. 2. Identify and implement opportunities for increased productivity and streamlined processes. 3. Support the implementation of a new ERP system. 4. Conduct staffing analysis and develop organizational/staffing options. 5. Provide strategic support and professional guidance to senior management in the finance department. Project Scope: 1. Policy and Procedure Update: Interview staff to gather information on current practices. Analyze current policies and procedures. Identify gaps and opportunities for improvement. Develop updated policies and procedures. Present updates to senior management for approval. 2. Productivity and Process Streamlining: Conduct staffing analysis. Identify areas of opportunity to reduce costs while sustaining customer service levels. Propose recommendations for process improvements. Collaborate with staff to implement changes. Monitor and report on the effectiveness of changes. 3. ERP System Support: Assist finance team during ERP system implementation. Ensure seamless integration of updated policies and procedures with the ERP system. Docusign Envelope ID:31 BC038C-859A-4BAF-BF99-96A02026CEF7 LLF. N & ASC CI <<' "I' I=. S , 1 NINC . CONSULTING 4.Staffing Analysis and Organizational Effectiveness Conduct comprehensive staffing analysis Develop and present organizational and staffing options to senior management. Assist in the implementation of approved staffing changes. Provide ongoing support and recommendations to optimize organizational structure. 5. Professional Guidance and Operational Strategy Support: Provide strategic guidance and support to senior finance staff. Assist in the development and execution of business strategies and plans. Facilitate workshops and training sessions for City staff. Offer insights and recommendations based on industry best practices. Deliverables: 1. Updated policies and procedures documents. 2. Present to senior finance management. 2. Report on productivity and process improvement opportunities and implemented changes. 3. ERP implementation staff support. 4. Staffing analysis report and organizational/staffing options. 5.Strategic guidance and operational effectiveness support.