HomeMy WebLinkAboutR-1990-D5710 Fire Department OrganizationRESOLUTION NO. f �' 5 710
A RESOLUTION authorizing and directing the City Manager and
the City Clerk of the City of Yakima to execute
a Contractual Agreement with Burkell & Associates
for professional services in the evaluation of
Fire Department organization.
WHEREAS, the City desires an evaluation of the effective-
ness and efficiency of the Yakima Fire Department in regard
to various aspects such as staffing levels, supervisory ratio,
and service delivery, and
WHEREAS, Burkell & Associates have submitted a proposal
to address the City's concerns and have agreed to the City's
terms to govern the rendering of its professional services
involved in the evaluation, now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF YAKIMA:
The City Manager and City Clerk of the City of Yakima are
hereby authorized and directed to execute a Contractual Agree-
ment with Burkell & Associates for the purpose described
above, a copy of which Agreement is attached hereto and by
reference made a part hereof. _
ADOPTED BY THE CITY COUNCIL this T, day of F e)
1990.
C;?6t.t-- >S1-,talt
Mayor
ATTEST:
City Clerk
(res/burkell)
CONTRACTUAL AGREEMENT
THIS AGREEMENT is made between Burkell & Associates of Gettysburg,
Pennsylvania ("the Contractor") and the City of Yakima, Washington
("the City") regarding professional services to be performed by the
Contractor for the City, concerning the City of Yakima Fire Depart-
ment, and the subsequent issuance of a report. In consideration of
the mutual promises contained herein, and of the mutual benefit to
be derived therefrom, the parties agree as follows:
SECTION ONE: Areas and Methods of Analysis
A. Charles J. Burkell as principal of the Contractor, will be the
sole evaluator and consultant for the project. He will per-
sonally manage the Agreement, perform the site visit and
observations, perform the analysis, draft, edit, and submit
the final report to the City of Yakima.
B. Contractual work will include:
1. Current observations and findings, contrasted with a
series of existing documents and reports, to include:
a. A departmental reorganization plan that was formed and
submitted to City Manager Dick Zais in May of 1987. This
report was drafted by Chief Gerald Beeson and then -Deputy
Chief Tom Fieldstead. The Contractor will review this
report for its current application and feasibility to
departmental mission and operations. An evaluation of
the adequacy or inadequacy of administrative/managerial
staffing levels will be made, including workload, span of
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control, productivity, quality control, and safety. A
graphic, recommended organizational and administrative
staffing levels proposal will be offered as part of this
analysis.
b. A 1987 study of Yakima Fire Department Station location
effectiveness, and the proposed development of a public
safety training facility. This report was completed by
Doudna, Williams, Weber Architects, with assistance from
Gage -Babcock & Associates, Inc. This report will be
evaluated for its inclusive recommendations against
current organizational practices and requirements. The
Contractor will prioritize a plan concerning the physical
placement of stations and resources. Likewise, the
Contractor will recommend action on the available alter-
natives presented, concerning the proposed training
facility.
c. A memorandum dated January 31, 1989, from departmental
officials, addressed to the Mayor and City Manager. This
memorandum further extends and prioritizes the recommen-
dations of/by fire department officials concerning the
two previously cited documents.
As to the above-described series of reports, the purpose
of this study is to closely examine and scrutinize these
existing findings in light of current conditions and
resources. The contractor's evaluation will be made from
the perspective of national trends and professional
experiences. The Contractor will make recommendations in
the various functional areas (i.e. Emergency Medical
Services, Communications, Public Education, etc.), as
well as the administrative staf-
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fing/organizational/structural/facility topics previously
cited. The Contractor will provide a critique of the
most recent recommendations made by departmental offi-
cials, either offering concurrence or disagreement.
2. The Contractor will also evaluate the ability of the
organization to manage change. The ability to evaluate this
characteristic will result from a comprehensive overview of
the organization (including management practices), and discus-
sions with City and departmental officials. Organizational
development practices and related activities (or the lack of
such) will be reviewed and critiqued. This review will not be
restricted solely to the Yakima Fire Department, as this
organization is a component of city government.
C. A four -phased process will be followed, with the activities of
each phase as follows:
Phase One - Review of existing documents.
Phase Two - Site visit by Contractor (three days).
Phase Three - Analysis development (report formation).
Phase Four - Presentation of report.
D. Timeliness to initiate and complete the study are:
Phase One - Project to be initiated immediately, with
approximately 3-4 weeks required for document review and
site visit preparation.
Phase Two - Site visitation by Contractor completed in
March, 1990.
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Phase Three - Approximately two months for the drafting
of the report, typing, and reproduction.
Phase Four - Presentation of report, two months following
Phase Two, either in April or May, 1990.
The parties understand and agree that timely completion of
each phase is vital and that untimely submission of the final
report impairs the value of the contracted work as a whole.
SECTION TWO: Work Product
A. Reports and Recommendations
The physical presentation of the analysis will provide the
following:
1. Narrative Analysis
A narrative analysis will incorporate the Contractor's
observations for each functional area or category. The
intent of the analysis is not only to treat needs or
recommendations but to also cite the strengths of the
organization. Since this analysis will focus on organi-
zational structure, graphics and charts may be utilized
to better depict recommended structure.
2. Prioritizing Recommendations
For each category or functional area, the Contractor will
prioritize its recommendations, so that some degree of
importance is attached to each recommendation.
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3. Measurement/Standards
Every recommendation made will correlate with a measure-
ment rationale provided by the Contractor. That is,
recommendations will be aligned and cited with existing
standards, practices, and trends. Whenever possible,
these will be cited to give credence to the recommenda-
tion(s) made.
4. Presentation of Report
The City of Yakima Fire Department will be presented with
one (1) copy of the report/recommendations. The report
will be professionally typed, and be presented in a
custom prepared notebook.
5. Findings Confidential
A11 of the reports, data, and information prepared,
assembled or received by the Contractor under this Agree-
ment are confidential, and the Contractor agrees that
they shall not be made available to any individual or
organization without prior written approval of the City.
6. Contractor Representations
The Contractor represents and warrants that the Contrac-
tor and the Contractor's employees have the right to
perform the services required under and pursuant to this
Agreement without violation of law or obligations to
others, and that the Contractor and its employees have
the right to disclose to the City all information trans-
mitted to the City in the performance of service under
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and pursuant to this Agreement. The Contractor agrees
that any information submitted to the City, whether
patentable or not, may be utilized fully and freely by
the City. No reports, charts, or other documents pro-
duced under this Agreement shall be the subject of a
copyright application.
SECTION THREE: Payment
A. Fee Schedule
The City will pay, upon timely completion of each phase of
work as detailed above in paragraphs C and D of Section One,
the fees listed below. Each sum represents the maximum bill-
ing for the involved phase, and no further costs shall be
reimbursed.
Phase One
Review of documents, preparation
for site visit $ 2000.00
Phase Two
Conduct site visit by Contractor,
includes travel time $ 3500.00
Per diem (3 days at $140.00) $ 420.00
Air fare (round trip coach) Actual cost
of ticket
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Phase Three
Summary of analysis, report generation $ 8650.00
Phase Four
Presentation of findings $ 1500.00
Per diem (1 day at $140.00) $ 140.00
Air fare (round trip coach) Actual cost
of ticket
Subtotal $16210.00
Administrative fee (5%) $ 810.00
Total $17020.00
B. Payment Schedule
A retainer fee of $2500.00 will be made to the Contractor to
commence work on the project, upon Agreement signature. This
fee will be held and deducted from final payment.
Phase One fees will be billed upon completion of Phase Two.
Phase Two fees will be billed upon completion of same Phase.
Phase Three fees will be billed upon submission of final
report.
Phase Four, and any additional site visits will be billed upon
completion of the visit.
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All amounts are payable to the contractor within fifteen (15)
days of invoice date.
C. Documentation
Air fare costs will be verified to the City through submission
of ticket receipt.
D. Termination
If this Agreement is terminated by the City, the City will be
responsible to the Contractor for payment for any work com-
pleted, and any materials expended, less the amount of the
retainer held by the Contractor and if termination is based on
untimely work by the Contractor, less 10% of any involved fee,
which figure represents the loss of value of the work for not
providing a final product. The Contractor, upon notification
of such termination, will surrender any and all documents and
findings completed at the time of termination to the City of
Yakima, after which time the amount owing by the City for such
work will be due and payable.
SECTION FOUR: Relationship Between Parties
It is understood and agreed between parties that the Contrac-
tor is an independent contractor in the performance of each
and every part of this Agreement. No agent, employee, or
subcontractor of the Contractor shall be deemed to be the
employee, agent or subcontractor of the City. The City is
interested only in the results obtained under this Agreement.
The manner and means of conducting the work are under the sole
control of the Contractor.
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None of the benefits provided by the City to its employees,
including, but not limited to, State industrial insurance
unemployment insurance, are available from the City to
employees,
Contractor
agents or subcontractors
of the Contractor.
will be solely and entirely responsible for
acts and for the acts of the contractor's
and subcontractors.
and
the
The
his
agents, employees,
The Contractor shall have no authority to execute contracts or
to make commitments on behalf of the City and nothing con-
tained herein shall be deemed to create the relationship of
employer and employee or principal and agent between the City
and the Contractor.
SECTION FIVE: Post Performance Responsibilities
A. Injuries to Contractor
The Contractor waives any rights to recovery from the City for
any injuries that the Contractor may sustain while performing
services pursuant to this Agreement.
B. Hold Harmless
The Contractor agrees to indemnify and hold harmless the City,
its appointed and elective officers, and its employees, from
and against all loss and expense, including attorney's fees
and costs by reason of any and all claims and demands upon the
City, its elected or appointed officers, and its employees
from damages sustained by any persons arising out of or in
consequence of the Contractor's, its employees', or its sub-
contractors' performance of work associated with this Agree-
ment.
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SECTION SIX: Provisions Relating to Agreement as a Whole
A. Entire Agreement
This Agreement shall constitute the entire agreement between
the parties, and any prior understanding or representation of
any kind preceding the date of this Agreement shall not be
binding upon either party except to the extent incorporated in
this Agreement.
B. Waiver or Modification
No waiver, alteration or modification of any of the provisions
of this Agreement shall be binding unless in writing and
signed by a duly authorized representative of the City.
C. Breach
In the event of breach of any of the terms or conditions
hereof, this Agreement may be terminated by the offended party
on ten (10) days written notice, and waiver of any breach of
any provision shall not be deemed to be a waiver of any subse-
quent breach nor of the provision itself.
D. Governing Law and Venue
It is agreed that this Agreement shall be governed by, con-
strued, and enforced in accordance with the laws of the State
of Washington. It is also agreed that the venue for any claim
arising out of this Agreement is Yakima County, Washington.
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E. Assignment
Neither this Agreement nor any interest therein, or claim
thereunder, shall be assigned or transferred by the Contrac-
tor.
IN WITNESS WHEREOF the City and the Contractor have executed this
Agreement as of the date last written below.
CITY OF YAKIMA
BY:
Attest:
City Ciera
Date: 3/l/90
CITY COKiRACT 4V- C10 -/Z/b--5-7/0
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BURKELL & ASSOCIATES
BY:
Date:
Previously Conducted Studies
Similar To This Request
Grand Junction Fire Department
City of Grand Junction, Colorado
In 1987 Burkell & Associates offered assistance through
analysis and recommendation to the City of Grand Junction
( pop. 80,000) regarding the development and formation of a
strategic plan. Of significant emphasis to this study was the
evaluation of existing and future fire station locations,
Akron Fire Department
City of Akron, Ohio
In 1989, the consultant provided a major organizational
analysis for the City of Akron ( pop 220,000) Fire
Department. This contract was further extended to
analyze recommendations made in light of current vs.
potential future resources. The study was ordered by
and submitted to the Mayor's office
Lower Merion Twp Fire Department
Ardmore ( Philadelphia ), Pa.
This township fire agency ( pop 45,000 ) includes a
combination delivery system of career personnel and
six, independent volunteer departments operating
within the same township government. Burkell & Associates
has initiated work on this project to evaluate the fire
protection system, and recommend a plan for the future
BURKELL & ASSOCIATES
References
Grand Junction, Colorado
Fire Chief Richard Greene
(presently Chief et Kansas City, Mo. )
Kansas City Fire Department
414 East 12th St.- 22nd Floor
Kansas City, Mo. 64106
(816) 274-1737
Akron, Ohio
Fire Chief George Romanoski
City of Akron Fire Department
57 South Broadway
Akron, Ohio 44308
(216) 375-2410
Other References:
City of Orlando Fire Department
Chief Charles Lewis
Post Office Box 2846
Orlando, Florida 32802
(407) 849-2390
Kern County Fire Department
Chief Thomas P McCarthy
5642 Victor Street
Bakersfield, California
(805) 861-2577
King County Fire District *36
Chief James Davis
19900 144th Ave NE
Woodinville, Wa. 98072
(206) 483-2131
City Manager Mark Achen
3344 Northridge Dr
Grand Junction, Co. 81506
(w) 303-244-1501
Deputy Mayor Tony O'Leary
City of Akron
Mayor's Office
Akron, Ohio 44308
(216) 375-2345
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BURKELL & ASSOCIATES
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Resume
of
Charles J. Burke!!
1340 Herr's Ridge Rd.
• Gettysburg, Pa. 17325
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(w) 301-447-1157
(h) 717-337-1676
January, 1990
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Academic History
Graduate Harvard University
John F Kennedy School of Government
State and Local Programs, 1988
Master's of Business Administration (MBA)
Mt. St. Mary's College
Emmitsburg, Md. 21727
Area of Emphasis. Public sector management
Grade Point Average 3.7/4.0
Thesis. "The Public Safety Director - Can the Concept Work?"
Under- Bachelor's of Science, Technical Education/Fire Administration
graduate University of Akron
Akron, Ohio
Area of Emphasis Fire Service Management
Grade Point Average 3.5/4.0
Associate of Applied Science, Fire Technology
Cuyahoga County Community College
Cleveland, Ohio
Grade Point Average 3.8/4.0
High School Sharon Kennedy Christian H.S.
Sharon, Pa.
Area of Emphasis. College Preparatory
Other Attendance and participation in many seminars, workshops, and other
structured educational activities. Some examples are
o Completion of the "Disney Philosophy of People Management" (1986) &
the "Disney Approach to Quality Service" (1987) at Walt Disney World,
Orlando.
o Completion of the National Fire Academy's Executive Development III
Course, the senior level management program.
o Completion of the National Fire Academy's Microcomputer Applications
Course.
o Attendance at the annual conference of the American Society of Training
and Development. (1987), (1988), (1989)
o Selected and completed "Leadership Youngstown" Sponsored by
Youngstown State University, (20) community leaders engaged in a
series of problem solving studies in 1977
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Employment History
• Current Position
• 1980 - present National Fire Academy
Emmitsburg, Md. 21727
Position: Program Chair - Executive Fire Officer Program
Position Description: The Executive Fire Officer Program is a major
curriculum area of the National Fire Academy The position is
responsible for the curricula and initiatives relative to this area, which
includes periodic instruction of such courses as Executive Leadership and
Executive Development. Major focal areas include leadership,
organizational change, quality improvement, culture, influence/power,
and decision making. Position requires daily interaction with fire
executives and public/private sector officials, on a national, state and
local basis. Project management and other project officership roles are
served.
Previous program responsibilities include program management
and instruction in the following areas.
fireground/incident command, public education,
financial management, Instructor training/currlculum
• development, fire prevention/code enforcement, emergency
medical service management.
Examples of Accomplishments:
o Has served in acting capacities for the positions of Superintendent and Deputy
Superintendent for the National Fire Academy.
o Created the content design and served as an on -camera presenter for two nationally
broadcasted teleconferences on Executive Leadership and Public Education.
Estimated viewing audience. 70,000.
o Instrumental in the design and facilitation of the National Fire Academy's
"capstone" course - "Executive Leadership", including the authoring of a major
case for the course on "Walt Disney World."
o Has received merit salary, cash award, and "quality step increases" based on
job performance.
o Received a standing ovation from the 600 participants of the 1985 "Partnerships
Against Fire Conference", at Crystal City, Va. The presentation was entitled "The
Winning Edge"
o Created a culture assessment model for a fire service agency based on research
conducted with the Ft. Worth Texas Fire Department.
Other Employment
1986 - present Mt. St. Mary's College
Emmhsburg, Md. 21727
Position Adjunct Professor, Graduate Program of Business
Description: Instructional delivery of graduate courses within
Master's of Business Administration Degree program, including
courses in Marketing Management and Statistical Decision
Theory
1973 - 1980 Boardman Fire Department
Boardman, Ohio 44512
Position Firefighter/Instructor
Description General firefighting and EMS duties.
Shift -training officer
Established a regional, non-profit fire service training
organization that offered training opportunities on a regional
and statewide basis.
1972 - 1980 Gold Cross Ambulance Service
Youngstown, Ohio 44507
Position. Associate Manager ( part-time )
Description. Senior manager for one of the 20th largest,
private -EMS providers in the country Responsible for
supervision, selection, training, marketing, project
management, fiscal management.
Instrumental in establishing an Advanced Life Support/EMS
system for the metropolitan Youngstown, Ohio area.
1977 - 1980 Lakeland Community College
Mentor, Ohio 44060
University of Akron
Akron, Ohio
Position. Adjunct Instructor
Description Instruction of a variety of courses within a Fire
Science Degree Program, including Hazardous Materials,
Incident Command, and Management.
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Consulting Activity
o Conducted an organizational assessment/audit for the Mayor of the City of Akron
for the Akron, Ohio Fire Department. (1989)
o Designed a leadership development/feedback workshop for an experimental
"protege/manager-development" program at Boeing Helicopters, Philadelphia, Pa.
(1989)
o Presented a Executive Development Workshop for the State of Connecticut Fire
Commission (1989)
o Designed and conducted a Team -Building Workshop for members of the Delray
Beach, Florida Fire Department. (1989)
o Designed and conducted a Strategic Planning -Organizational Assessment Workshop
for the Charlottesville Virginia Fire Department (1989)
o Facilitated a multi -agency Team Building/Planning Workshop for Senior Staff
Members of the Woodinville, Kenmore and Kirkland Washington Fire Depts. (1989)
o Developed and coordinated the instruction of a 80 hour 'Company Officer
Development Course" for the Orlando Fire Department and the Central Florida Fire
Training Academy, (Orange Co. Fla.)
o Designed and facilitated a strategic planning/team-building process for officers
and managers of Kennie's Markets, a SE Penn. retail grocery chain. (1989)
o Presented a seminar for Virginia Fire Service Training in Fairfax, Va. on
"Planning to Influence" (1989)
o Designed and facilitated a "Quality Customer Service Improvement" Workshop
for officers and mangers of Adams County National Bank, a SE Penn. financial
services corporation. (1989)
o Currently serving as an expert witness in a multi -fatality hospital fire
incident in Kansas City, Mo.
o Conducted a program on leadership and management to senior managers of
Contra Costa County (Ca.) (1988)
o Designed and conducted workshops on organizational change, customer service,
and ethics for senior managers of the Bakersfield Ca. and Kern County Ca. Fire
Departments. (1988, 1987)
o Planned and facilitated workshops and seminars for the Phoenix (Az.) Fire
Department in the areas of team -building, customer service management,
managing change/empowerment, and other topics. (1988, 1987, 1986)
Consulting (con't)
o Designed and facilitated an officer certification program for the Pike Twp.
(Indianapolis) Indiana Fire Department (1988)
O Presented a management development seminar for Macomb Community
College (Detroit, Mi.) (1988)
o Designed and conducted a strategic planning/team-building series of
interventions for senior mangers of Gold Cross Ambulance Service,
Youngstown, Ohio. (1988, 1987)
o Conducted and facilitated a strategic planning process, including an analysis
of fire station location effectiveness for the Grand Junction Colorado
Fire Department. (1987)
o Designed and facilitated a series of supervisory/plant manager quality
improvement sessions for Dal -Tile Corporation, the country's largest
producer of ceramic tile. (1987)
o Served as an expert witness in a multi -fatality high-rise apartment fire
in Kansas City, Mo. (1987)
o Performed research pursuant to a multi -fatality apartment fire incident
involving smoke detector/early waming issues in Topeka, Ks. (1987)
O Designed and facilitated a senior management team -building process for
the Lincoln, Nebraska Fire Department (1986)
O Conducted research pursuant to a class action suit involving the hearing loss
of firefighters for a Dallas Texas legal firm. (1986)
o Designed and facilitated a team building/strategic planning workshop for
the Apache Junction Arizona Fire Department. (1985)
O Subcontracted in the design of a company officers promotional exam for the
Alexandria Virginia Fire Department. (1985)
O Created and administered a series of selection/promotional exams for entry and
officer positions within the Mansfield, Ohio Fire Department. (1979)
o Created and administered a series of selection/promotional exams for the Warren
Ohio Fire Department (1978)
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Written:
Interpersonal Sk11Is
o Co-author of two texts, including authoring the leadership chapter in the
revised NFPA "fyAanagement in the Fire Service" text.
o Has authored numerous articles for fire service and public sector journals,
including Fire Chief, Fire Engineering, Firehouse, American Fire Journal,
Fire Command, Fire Services Today, Rekindle, The Prometheus Report, and
Ohio Cities and Villages.
o Has served as a staff correspondent for America Fire Journal, authoring a
bimonthly column entitled "Executive Perspective" The column provides
timely advice on current management and administrative related topics.
Examples of journal articles authored include-
Management/Administrative; "Management by Objectives", "Budgeting by
Objectives ( Program Budgeting)", " The Public Safety Director Position",
"Roles and Role Set Analysis", "Integrity", "Interpersonal Relations and
Management Theory", "Productivity in the Fire Service".
Technical: "Building Construction", "Strategy/Tactics re Church Fires",
"Firefighter Hearing Loss/ Hazardous Noise Levels", "Pioneer, Ohio
Boarding House Fire", "Fire Service Training/Education Issues".
Oral/Platform:
o Has served as a keynote or program speaker through the presentation of
papers at numerous conferences and seminars, including:
Arizona Fire Instructors Conference ( Phoenix)
Califomia Fire Chiefs Annual Conference ( Fresno )
Florida Fire Marshal's Conference ( Ft. Myers )
Florida Training Improvement Conference (Ocala)
Indiana Fire Marshal's Leadership Conference ( Indianapolis )
International Association of Fire Chiefs Annual Conventions
( Kansas City) (Washington,D.C.)
International Society of Fire Service Instructors Conferences
(Virginia Beach ) (Memphis)
National Fire and Burn Prevention Conferences ( Washington, D.0
Midwestern Fire Safety Education Conferences ( Lincoln, Ne )
Oklahoma Fire Safety Education Conference ( Stillwater)
Pennsylvania Fire Symposium ( Harrisburg )
Wayne County Fire Instructors Conference ( Richmond, Ind. )
o Subjects articulated included leadership, positive attitude, management
theory, marketing, quality circles application, public education/fire
prevention issues, evaluation and testing, firefighter safety, financing and
funding.
Professional Affiliations
Present or Past Memberships,
American Society for Training and Development
American Management Association
Gettysburg Rotary Club
International Society of Fire Service Instructors
International Fire Service Training Association
National Fire Protection Association
Ohio Society of Fire Service Instructors
Michigan Fire Educators Resource Network ( honorary )
International Association of Firefighters
Selected Professional Activities,
a National Fire Protection Association Std. # 1031
( Fire Inspector, Investigator, Educator)
Sub -committee member
o International Fire Service Training Association
# 606 Validation Committee Member
a International Society of Fire Service Instructors
Training and Education Committee member ( 1977-1981)
o National Fire Protection Association
"Learn Not To Burn" curriculum advisory group member
o Children's Television Workshop (CTW)
Advisory member on the "Sesame Street" fire safety curriculum.
a Northeastern Ohio Health Planning Council
Advisory Member on Emergency Medical Services
o Ohio Society of Fire Service Instructors
Board of Director (1977-80 )
a Gettysburg Rotary Club
Board Member - Club Service
International Exchange/Assistance Committee
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