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COLLECTIVE BARGAINING CONSULTANT I J CONTRACT FOR CONSULTING SERVICES This AGREEMENT made this 2..f!:!}aay ~ . by and between the City of Clearwater, Florida (City), P. O. 80x 4748, Clearwater Florida 34618, and Cynthia Clark Sontag (Consultant),2905 8aycourt Avenue, Tampa, FL 33611. WHEREAS, City issued Request for Proposal No. 1 00-97 for collective bargaining representative services (See Exhibit "A"); and WHEREAS, City, selected Consultant to provide collective bargaining representative services according to Consultant's response to Request for Proposal No. 100-97 (See Exhibit "8"); NOW THEREFORE, the City and Consultant do hereby incorporate all terms and conditions in Exhibit "A" and Exhibit "8" and mutually agree as follows: 1. SCOPE OF PROJECT. Consultant agrees to provide collective bargaining representative services under the terms and conditions described in this Agreement. 2. TIME OF PERFORMANCE. Collective bargaining begins May 1, 1997, and shall continue until successful completion of all the terms of one or more of the collective bargaining agreements for the year beginning October 1, 1997. 3. REPORTS. Consultant agrees to provide to City reports on the Project upon request by the City. All reports shall comply with City's recycled and recyclable products code requirements, Clearwater Code Section 2.601. 4. COMPENSATION. The City will pay Consultant a sum of Fifty Dollars ($50) per hour based on the amount of work and availability of funds, but in no event shall the total compensation exceed fifty five thousand dollars ($55,000). Compensation @ ) I is inclusive of all reasonable and necessary direct expenses to provide the services described herein. The City may, from time to time, require changes in the scope of the project of Consultant to be performed hereunder. Such changes, including any increase or decrease in the amount of Consultant's compensation and changes in the terms of this Agreement which are mutually agreed upon by and between City and Consultant shall be effective when incorporated in written amendment to this Agreement. 5. METHOD OF PAYMENT. Consultant shall submit invoices for hourly services rendered to City on the 15th and 30th of each month that this Agreement is in effect. City agrees to pay after approval of the City Project Manager under the terms of the Florida Prompt Payment Act F.S. 218.70. 6. CONTACTS FOR RESPONSIBILITY. Cynthia Clark Sontag will be designated as Project Director for this project by Consultant to manage and supervise the performance of this Agreement on behalf of Consultant. The City will be represented by Kathy S. Rice, Deputy City Manager, or her designee for all matters relating to this Agreement. 7. TERMINATION OF CONTRACT. The City at its sole discretion may terminate this contract by giving Consultant five (5) days written notice of its election to do so and by specifying the effective date of such termination. The Consultant shall be paid for her services through the effective date of such termination. Further, if Consultant shall fail to fulfill any of her obligations hereunder, this contract shall be in default, the City may terminate the contract, and Consultant shall be paid only for work completed. 8. NON-DISCRIMINATION. There shall be no discrimination against any employee who is employed in the work covered by Agreement, or against applicants for such employment, because of race, religion, color, sex, or national origin. This provision 2 @ " I I shall include, but not be limited to the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rate of payor other forms of compensation; and selection for training, including apprenticeship, 9. INTERESTS OF PARTIES. Consultant covenants that she has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of services required to be performed under this Agreement. 1 o. INDEMNIFICATION. Consultant agrees to protect, defend, indemnify and hold the City and its officers, employees and agents free and harmless from and against any and all losses, penalties, damages, settlements, costs, charges, professional fees or other expenses or liabilities of every kind and character arising out of or due to any negligent act or omission of Consultant in connection with or arising directly or indirectly out of this Agreement and/or the performance hereof. 11. PROPRIETARY MATERIALS. Upon termination of this Agreement, Consultant shall transfer, assign and make available to City or its representatives all property and materials in Consultant's possession belonging to or paid by the City. 12. ATTORNEYS FEES. In the event that either party seeks to enforce this Agreement through attorneys at law, then the parties agree that each party shall bear their own attorney fees and costs, and that jurisdiction for such an action shall be in a court of competent jurisdiction in Pinellas County, Florida. 3 @ ", I I IN WITNESS WHEREOF, the City and Consultant, have executed this Agreement on the date first above written. Countersigned: CITY OF CLEARWATER, FLORIDA By: dri-l ;1g~ E~ M~la J</'r71f Y S. ~<.ICE- ft.c-r!N(".-City Manager ita Garvey Mayor-Commissioner Approved as to form and legal sufficiency: Attest: ~ Assistant City Attorney ~~-.: ia E. Goud~ lerk -'. CONSULTANT 1 ~~ {]:Lf-1fJ;%</ Clark Sontag d S:\Newcome\Sontag 4 @ , ... ------ ------.. ---- ~-- I I ,/" NON-LEGAL COLLECTIVE BARGAINING REPRESENTATIVE SERVICES 1. Scope and PuIJ)OSe i I I I I \ The purpose of this Request for Proposals (RFP) is to retain the services of an experienced non- lawyer bargaining representative to represent the City of Clearwater (the "City-) in a non-legal capacity to negotiate one or more public sector collective bargaining agreements on behalf of the City. The Collective Bargaining Representative will serve with a management negotiating team I through the collective bargaining process with one or more employee bargaining units. The . Collective Bargaining Representative must have established, successful and verifiable experience, units in the State of Florida. The successful Proposer will participate in all aspects of the collective bargaining process, with I City staff assistance, and will perform the tasks including, but not limited to the following: \ \ I I I ; a. Data collection; Proposal development; Costing analysis; Executive sessions; Developing strategy; Serving as Chief Negotiator; Resolution of disputes; Records management; liaison with City legal staff; Document production. b. c. d. e. f. g. h. i. j. Collective bargaining is expected to begin on May 1, 1997, and is expected to continue until successful completion of negotiations of all the terms of one or more of the collective bargaining agreements for the year beginning October 1, 1991. The term of the representation will rminate upon successful completion of negotiations and execution of agreements. 2. The original and five (5) copies of each proposal are to be submitted, sealed in an envelope, bearing the proposal number ~ the outside and mailed or presented ~ the Purchasing Division on or befOre the specified time and date. Responsibility for getting the proposal to the City of Clearwater Purchasing Manager on or before the specified time and date is solely and strictly the responsibility of the Proposer. The City will not be respOnsible for delays caused for any reason. Responses or offers made by telephone, telegram or facsimile will not be accepted. EXHIBIT "A" -1- @ I I No interpretation of the meaning of this RFP will be made orally. All questions regarding this RFP should be submitted in writing and must be received no later than six (6) calendar days prior to the closing date for proposals, addressed to: George McKibben, Purchasing Manager City of Clearwater Purchasing Division 100 S. Myrtle Avenue, 3rd Floor Clearwater, Florida 34616 3. Disclosure aod DIsclaimer The RFP is being issued by the City. Any action taken by the City in response to proposals made pursuant to this RFP or in making any award or failure or refusal to make any award or cancellation of an award, or in any withdrawal or cancellation of this RFP, either before or after issuance of an award, shall be without any liability or obligation on the part of the City or its advisors. In its sole discretion, the City may withdraw this RFP either before or after receiving proposals which deviate from the RFP. In its sole discretion, the City may determine the qualifications and acceptability of any party or parties submitting proposals in response to this RFP (each such party being hereinafter a -Proposer-). Following submission of a proposal, the Proposer agrees to promptly deliver such further details, information and assurance, including, but not limited to, financiaI and disclosure data, relating to the proposal andlor the Proposer, including the Pr0p05el"S affiliates, officers, directors, shareholders, partners and employees, as requested by the City. . The information contained herein is provided solely for the convenience of Proposers. It is the responsibility of a Proposer to assure itself that information contained herein is accurate and complete. Neither the City nor its advisors provide any assurances to the accuracy of any information in this Proposal. Any reliance on the contents of this RFP, or on any communications with City representatives or advisors, shall be at each Proposer's own risk. Any reliance on the contents of this RFP, or on any communications with representatives or advisors, shall be at each Proposer's own risk. Proposers should rely exclusively on their own investigations, interpretations and analysis in connection with this matter. The RFP is being ~vided by the City and its advisors without any warranty or represeAtation, express or implied, as: to its content, accuracy or completeness and no Proposer or other party shall have recourse to 'the City or its advisors if any information herein contained shaI1 be inaccurate or incomplete. No warranty or representation is made by the City or its advisors that any proposal conforming with these requirements will be selected for consideration, negotiation or approval. 1'be City and its advisors shall have no obligation or liability with respect to this RFP, or the section and award process contemplated hereundez. Neither the City nor its advisors warrant or represent that any award or recommendation will be made as a result of the issuance of this -2- @ ;. RFP. All costs incurred Ly a Proposer in preparing and respondlg to this RFP arc the sole responsibility of the Proposer. Any recipient of this RFP who responds hereto fully acknowledges all the provisions of this Disclosure and Disclaimer and agrees to be bound by the terms hereof. Any proposal submitted pursuant to this RFP is at the sole risk and responsibility of the party submitting such proposals. This RFP is made subject to correction of errors, omissions, or withdrawal without notice. Information contained in this RFP is for guidance only and each recipient hereof is cautioned and advised to independently verify all of such information. In the event of any differences between this Disclosure and Disclaimer and the balance of the RFP, the provisions of this Disclosure and Disclaimer shall govern. The City may require formal presentations by the Proposer which shall be made before representatives of the City which will make a recommendation to the City. Contract negotiations will take place with the first choice of the City; and if suitable contractual arrangement cannot be made, negotiations will commence with the second choice or the City may, at its sole option, withdraw this RFP. The City reserves the right to select the proposal which in the opinion of the City will be in the best interest and/or most advantageous to the City. The City reserves the right to waive any irregularities and technicalities and may at its discretion request resubmittal of proposals. All expenses in preparing the proposal and any resubmittals shall be borne by the Proposer. The City and the Proposer will be bound only if and when a proposal, as it may be modified, is approved and accepted by the City, and the applicable agreements pertaining thereto, are approved, executed and delivered by the Proposer and the City, and then only pursuant to the terms of agreements executed by the Proposer and the City. All or any responses to this RFP may be accepted or rejected by the City for any reason, or for no reason, without any resultant liability to the City or its advisors. The City is governed by the Sunshine Laws and the Public Records Law of the State of Florida and all proposals and supporting data shall be subject to disclosure as required by such laws. All proposals shall be submitted in sealed bid form and shall remain confidential to the extalt permitted by the Public Records Law until the date and time selected for opening responses. The City has a population of approximately 100,000 and currently funds 1682.4 full-time equivalent positions. The City operates under the City Manager form of government. Tbele are five members of the City Commission, including the Mayor. The Commission is the legislative and policy making body of the City. All Commission members are dected to three- year overlapping terms. Four of the elected officials are first-time commissioners. The City has four (4) bargaining units: Communications Workers of America; Florida State Lodge Fraternal Order of Police, Lodge No. 10; Florida State Lodge Fraternal Order of Police, supervisors' Bargaining Unit; and International Association of Fire Fighters, AFL-CIO, Loca111S8. -3- ft) " , .. .... 4. RJ,ht or the City ~ Use Other Nqotlators I The City reserves the right to use other colJective bargaining representatives (or services that the City deems necessary during the negotiations of the collective bargaining agreements for the period beginning October 1, 1997, including serving as Chief Negotiator. 5. Required Proposal Contents and Fonnat Each proposal will be evaluated solely on the basis of the written information provided by the Proposer and verification thereof by the City. Each Proposer shall include at the minimum the following components: Section 1: Name, qualifications, and experience of the proposed collective bargaining representative who will be assigned to the City. Describe their availability. Section 2: Statement of collective bargaining philosophy and style. Section 3: A list of three (3) management and three (3) union references. Section 4: The proposed cost stated as an hourly rate. Copies of at least three (3) contracts which the Proposer has negotiated serving as Chief Negotiator. At least one contract must be with a public safety bargaining unit. Section 5: 6. Evaluation Method and Criteria The City will evaluate proposals and will select the proposal which meets the best interest of the City. The City shall be the sole judge of its own interests, the proposals, and the resulting negotiated agreement. The City's decision will be final. The City's evaluation criteria may include, but shall not be limited to, consideration of the following: a. A minimum of five (5) years negotiating experience with State of Florida public sector collective bargaining units (20~). b. Cost based on hourly rate (2S ~). c. Style and philosophy that best fits the City's bargaining goals (10~). d. Availability (20~). e. References (2S~). -4- fB I I RESPONSE TO THE CITY OF CLEARWATER REQUEST FOR PROPOSAL 100-97 PROPOSAL FOR COLLECTIVE BARGAINING REPRESENTATfVESERVICES April 7, 1997 Cynthia Clark Sontag 2905 Baycourt Avenue Tampa, Florida 33611 (813) 837-8352 EXHIBIT "B" Ee I I CYNl'HlA CLARK SONl'AG 2905 BAYCOURT AVENUE TAMPA, FLORIDA 336J J April 7, 1997 The City of Clearwater 100 South Myrtle A venue Clearwater, Florida 34616 Re: RFP 100-97 Ladies and Gentlemen, Thank you for the opportunity to submit this proposal for non-legal collective bargaining representative services. I am personally available for any or all the services the City of Clearwater decides it needs during the forthcoming labor contract negotiations. The proposal is submitted as an independent self employed contractor and not in association with Oscher Consulting of Tampa, Florida or Beacon Hill Strategies of Boston, Massachusetts. The information presented in this proposal is limited to the information requested. It is formatted in the same sequence as the specifications of Reguestfor Proposal 100-97. This in no way limits my availability to pe~orm other services as may be required by the City of Clearwater. I am available, at your convenience, to provide any additional information you may require,. I hope you agree that I am the best choice for this opportunity to serve the City of Clearwater. I look forward to hearing from you. Sincerely, - ~et. ~sonmg ~ PHONE (813) 837-8352 FAX (813) 831-4665 REsloNSE TO REQUEST FOR PROPOSAL .OOL, CYNmlA C. SONTAG Table of Contents Pale Purpose 1 Qualifications 1 Data CoUection Proposal Development Costing Analysis Executive Sessions Developing Strategy Service as Chief Negotiator Resolution of Disputes Records Management Liaison with Legal Staff' Dot:ument Production 2 2 2 3 3 3 3 4 4 4 4 Availability Statement of Collective Bargaining Philosophy and 5 Style Management and Union References 6 Proposed Hourly Cost 7 Bargaining Agreements 7 Bargaining Agreement IAFF and City of Tampa 1986 to 1989 Bargaining Agreement PBA and City of Tampa 1988 to 1991 Bargaining Agreement A TV and City of Tampa 1984 to 1987 Exhibit I Sontag Resume EB I I RESPONSE TO REQUEST FOR PROPOSAL 100-97 CYNTHIA C. SONTAG Purpose The purpose of this proposal is to offer the expertise of Cynthia Clark Sontag to the management of the City of Clearwater for the purpose of providing non-legal collective bargaining services, Proposal Contents Section 1: Qualifications of Representative. Cynthia Clark Sontag is a nationally recognized expert in the fields of state and local government human resources and labor relations, Ms, Sontag has 20 years of experience in developing, organizing and managing the human resources system for the City of Tampa, Florida, Since her retirement from the City in 1992. Ms. Sontag bas worked with various consulting firms as an expert in human resources and labor relations in Florida and Boston, Massachusetts. She bas been qualified as an expert witness by Tbe United States Court, Middle District of Florida, and the Broward County Public Employee Relations Commission. She has testified as an expert management representative for the US Department of Labor, the US Federal Mediation and Conciliation Service and the State of Florida Public Employee Relations Commission. In 1989 Ms, Sontag was awarded the "President's Award" by the National Public Employers Labor Relation Association for her outstanding contributions to the field of public sector employee relations. As Director of Administration for the City of Tampa from 1979 to 1992 she served as chief negotiator for the two Mayors of Tampa. Negotiations with held with three bargaining units representing 3300 of the 4000 employees at the City of Tampa. The Amaleamated Transit Union, Local 1407, represents general employees from twenty-two City departments in 300 job classifications. There are approximately 2,000 employees in this unit The International Association of Fire Fil"efiehten, Local 754, represents all fire fighters except for 10 managerial employees. There are approximately 500 employees in this unit The Hillsboroueh County Polke Benevolent Assodation, represents all police officers with the rank of sergeant and below. There are approximately 800 employees in this unit G) I I RESPONSE TO REQUEST FOR PROPOSAL 100-97 CYNmIA c. SONTAG PAGE 2 Ms. Sontag was responsible for all phases of collective bargaining and contract administration that is summarized as follows in accordance with the tasks listed in the Request for Proposal. Note: See Exhibit 1 Sontag Resume for additional information. Data Collection. Salary Surveys were conducted annually with jurisdictions of comparable size in the State of Florida and jurisdictions with in the local area. The surveys were comprehensive and included salaries and the cost of all benefits, direct and indirect. This reflected a complete picture of the total employer cost. Department Surveys were conducted to involve deparbnent management in the process and to detennine any specific contract language that might be a problematic or to determine new language that was needed A Grievance Analysis was conducted to include any unresolved issues that occurred during the tenn of the contract While Ms. Sontag personally managed the collection of all data required for negotiations, earlier in her career she personally collected, analyzed and organized the data. Proposal Development. Ms. Sontag supervised and wrote contract proposals based on the data collection described above. In addition, legal decisions and regulation changes were reviewed to assure compliance with federal, state and local laws and rules, Some proposals were drafted in response to the proposals made by the unions, During negotiations proposals were drafted as part of the bargaining process. Ms. Sontag wrote legislation to unify the City of Tampa personnel system in 1980. This special act of the Florida State Legislature brought collective bargaining, civil service, and personnel under one authority, the Department of Administration. Ms, Sontag was appointed by the Florida Public Relations Commission (PERC) to serve as an advisor in developing revisions of the PERC Rules. Costing Analysis. Ms, Sontag analyzed and reviewed the costs of all proposal items, from simple salary increases to the cost of take home vehicles and medical insurance. Costs were reviewed with the Mayor and the Director of Finance and were always within the budgeted bottom line. Ms, Sontag has more than three years experience working for litigation consultants specializing in the costing of damages for personal injury and employment litigation cases. ij) J I RESPONSE TO REQUEST FOR PROPOSAL 100-97 CYNmlA c. SONTAG PAGE 3 Executive Sessions. The City of Tampa has a very strong mayor form of government that gives the executive branch full authority to develop bargaining strategy and conduct contract negotiations. Despite the strong separation of powers, Ms. Sontag was always careful to assure that City Council members were well briefed and prepared prior to the public hearing required for approval of the contract Ms. Sontag personally presented the contract to City Council and answered any questions regarding the agreements, Developing Strategy. Ms, Sontag was totally responsible for negotiation strategy after general direction from the Mayor. After developing objectives for contract changes, Ms, Sontag and her management team laid out ground rules for the bargaining to proceed. As with any negotiation. the strategy was flexible enough to allow for a changing environment Strategies were developed for each negotiation with consistency to assure fairness with all the unions. Some strategies required a very hard line with many "take back" proposals because of budget and funding cuts. Other strategies required implementing major policy changes such as requiring employee contributions to health insurance coverage. Serving as Chief Negotiator. Ms. Sontag was appointed chief negotiator for the City of Tampa in 1979 by Mayor Bob Martinez. She was chief negotiator and spokesman for all union contract negations and contract administration until 1989. She had full authority to make all collective bargaining decisions as on behalf of the Mayor. In 1990 she continued to manage her assistant who served as chief spokesman. Ms, Sontag successfully negotiated fourteen contracts and achieved the City of Tampa's objective of putting in place an integrated system of three year contracts that expired in alternating years. Only one contract went to impasse during Ms. Sontag's tenure as Chief Negotiator, Resolution of Disputes. Ms, Sontag was the final step in all four grievance procedures. It is estimated that over 800 grievances were tiled while Ms. Sontag was at the City of Tampa, Less than 10 of these ended in binding arbitration hearings while Ms, Sontag was chief negotiator. Ms. Sontag is a mediator for family law trained in accordance with the State of Florida rules. She was appointed by the US Department of Labor to head the State of Florida Management Team for the Labor-Management Cooperation grant She is highly skilled and experienced at bringing both sides to an agreement. I I RESPONSE TO REQUEST FOR PROPOSAL 100-97 CYNTHIA C. SONTAG PAGE 4 Records Management. Ms. Sontag is experienced with all phases of records management in the State of Florida. While working as a computer systems analyst Ms. Sontag was responsible for setting up a new records management system for the Tampa City Clerk.(1973). When Ms. Sontag began participating on the management bargaining team in 1976 the records of employee salaries were kept in a shoe box. During her tenure as Director of Administration an integrated payroll personnel system was implemented to computerize the personnel records as part of the system, Liaison with the City Legal Staff. Ms. Sontag was responsible for five other City divisions in addition to Employee Relations. She had an excellent relationship with the City Attorney in all matters, Ms. Sontag served on the Mayor's Senior Staff with Ms, Pam Akin when Ms, Akin became City Attorney for Tampa. The City of Tampa did not have a staff attorney who specialized in employment law so the City utilized the services of an outside labor counsel, Thomas M, Gonzalez of Thompson. Sizemore and Gonzalez. Ms. Sontag has worked closely with Mr. Gonzalez since 1975, Ms, Sontag knows to check with the attorneys before a problem occurs and not after, An attorney was never at the bargaining table when Ms. Sontag was chief negotiator, but they were always consulted when legal advice was needed. Document Production. Ms, Sontag has the ability to draft all documents required for bargaining. Copying and the final production of contracts should be the responsibility of the City of Clearwater. Section 1 Continued. Availability Ms. Sontag will make herself available to the City of Clearwater at least 75% of the time from of May until the tasks are completed. As an expert witness in employment litigation, Ms. Sontag has several cases that may go to federal court during this period. The only case currently scheduled for trial is the week of June 23, 1997. These trials generally require her time for 1 to 3 days, Work for the City of Clearwater would take priority over any other new work. Ef) I I RESPONSE TO REQUEST FOR PROPOSAL 100-97 CYNmIA c. SONTAG PAGE 5 Section 2. Statement of Collective Bal"2ainin2 Philosophy and Style. Philosophy. Ms. Sontag's philosophy of public sector collective bargaining is based on her belief in . the viability of labor management cooperation. Logical reasoning defines the common goals of the City and the Union: providing the best and most cost effective work environment for the employees so that they might better serve the taxpayers. The reality of the political environment sets limitations on both sides. The resolution of these limitations sets the stage for the bargaining process. Ms, Sontag has years of training and studying collective bargaining. The philosophy she fmds closest to her own is articulated by Roger Fisher's Getting to YES. This book is designed for real world use, and it contains all the principles of effective conflict resolution. Ms, Sontag worked with Mr. Fisher on the Harvard Negotiation Project, for the Federal Mediation and Conciliation Service, 1 It Conference on Labor Management Cooperation. Some of these basic principles Ms. Sontag uses include: · Establish precise goals before bargaining begins. · Bargain the issues not the personalities of the people across the table. · Work with the Union to create options that will satisfy both sides · Listen very carefully to learn the proposals that are really important and which ones are "throwaways". · Never make a "final offer" unless you are positive it is. . Compromise and creativity can lead both sides to a WIN-WIN resolution, Style. Ms. Sontag uses a variety of approaches at the bargaining table. She can be conciliatory, patient, adaptive, tough but fair. She knows how to take the heat for the boss, is creative, imaginative, intelligent, and professional. She uses her sense of humor as a crucial bargaining tool when things get too tense, knows when to call a caucus, and when to start again another day. Most importantly, she is not the least bit hesitant to say "no" or "yes" when the situation calls for a decision. It is worth noting that after a dozen years as chief negotiator for the City of Tampa, Ms, Sontag known for her integrity, has maintained a good professional relationship with many of her former "adversaries" as well as her management colleagues. €a I I RESPONSE TO REQUEST FOR PROPOSAL 100-97 CYNTHIA C. SONTAG PAGE 6 Section 3. References. The following references all worked on a day to day basis with Ms. Sontag during the collective bargaining process at the City of Tampa. Management References. 1. Mr. Thomas M. Gonzalez Thompson, Sizemore & Gonzalez 109 North Brush Street, Suite 200 Tampa, Florida 33602 Phone: 273-0050 Mr. Gonzalez has been Special Labor Counsel to the City of Tampa since 1974, 2. Ms. Sarah F. Lang City of Tampa, Director of Administration 306 East Jackson Street Tampa, Florida 33602 Ms, Lang is Chief Negotiator for the City of Tampa. She served as a member of all management bargaining teams since 1978. 3. Mr. Donald "Billy" Lynn 7119 N. Habanna Avenue Tampa, Florida 33614 Phone: 935-5443 Mr, Lynn was Personnel Chief and Assistant Fire Chief for the City of Tampa until he retired in 1995. He was a member of the management bargaining team for negotiations with the IAFF from 1981 until his retirement. Union References 1. Mr. William "Jeff" Carnes, Attorney at Law 401 S, Albany Avenue, Suite 3 Tampa, Florida 33606 Phone: 254-4757 Mr, Carnes was employed by the City of Tampa Fire Department from 1974 to 1990, where he reached the rank of Captain.. He was on the Executive Board of the International Association of Fire Fighters and a member of their bargaining team from 1978 to 1989. €a I I RESPONSE TO REQUEST FOR PROPOSAL 100-97 CVNmlA c. SONTAG PAGE 7 2. Ms. Mary Newneier President, Amalgamated Transit Union Local 1464 1701 N. Franklin Street Tampa. Florida 33602 Phone: 223-7561 Ms. Neumeier was elected President of A TO Local 1464 in 1988 and has served as chief negotiator for that union since that time. 3. Mr. William "Bill" Dantschisch Fraternal Order of Police, Executive Director of the Labor Council 6529 Seafairer Drive Tampa, Florida 33615 Phone: 855-3909 Mr, Dantschisch was Business Agent and chief negotiator for the Police Benevolent Association from 1977 to 1987. Note: Other references are available on request. Section 4. Proposal Cost Stated as an Hourlv Rate. Ms, Sontag's hourly rate for the City of Clearwater is proposed at $50 (fifty dollars). This rate is subject to negotiation based on the amount of work and the availability. of funds. . ..... .~~... Section 5. Copies of Bar2ainine Aereements Copies of the following agreements are included as attachments because of their length. Mayor Martinez or Mayor Freedman signed these agreements but neither of them participated in negotiations at the bargaining table, 1. Bargaining Agreement Between Local 754 of the International Association of Fife Fighters and City of Tampa. 1986 to 1989 2. Bargaining Agreement Between the Hillsborough County Police Benevolent Association and City of Tampa. 1988 to 1991 3. Bargaining Agreement Between the Local 1464 of the Amalgamated Transit Union and City of Tampa. 1984 to 1987 ~ I I EXllmIT I CYNTIllA c. SONTAG Education: . AA Psychology, 1964 Stephens College, Colwnbia, MO BA Sociology, 1966 University of Missouri, Colwnbia, MO Public Sector Collective Bargaining, 1978 Cornell University, Ithaca, NY . . Employment: Present Oscher Consulting Litigation Consultant 1992 - 1994 G. Hartley Mellish, Ph.D., Economists Litigation Consultant 1972 - 1992 City of Tampa, City Hall, Tampa, FL Director of Administration 1966 - 1968 McDoIUlel Douglas Corporation Computer Systems Analyst 1965 - 1966 State of Missouri, Department of Prisons Criminology Internship Professional: . American Society for Public Administration . International Personnel Management Association . U.S. Dept. of Labor, Labor Management Committee . National Public Employers Labor Relations Association President and Board of Directors . Florida Public Employer Labor Relations Association . Industrial Relations Research Association . U.S. Conference of Mayors Excellence Award Committee . University of South Florida, Center for Excellence, Board of Directors and Co-Chainnan Community: . United Way of Greater Tampa Board of Directors, Vice President . Leadership Tampa, President and Board of Directors . Athena Society for Executive Women, Vice President . University of South Florida Center for Excellence CO-Chairman, Board of Directors . University of Tampa, Board of Fellows . Leadership Florida, Board of Regents . YMCA, Board of Directors e7 I I EXHIBIT I CYNTIDA c. SONTAG DmECTOR OF ADMUaSTRATION CITY OF TAMPA The City of Tampa employees 4,200 employees in a full service local government with an annual Budget in excess of $300,000,000. The Director of Administration is appointed by the Mayor of Tampa and is responsible to the Mayor for delivery of the following services. ',. Emplovee Relations Division: Chief labor negotiator for the City in collective bargaining for union contracts with the International Association of Firefighters, Police Benevolent Association, and the Amalgamated Transit Union. Responsibilities included grievance administration and arbitration for over 800 successfully resolved complaints; costing and budgeting of contracts in excess of 90 million dollars; the development and administration of compensation, benefit, and policies for all employees. Personnel Division: Administer recruitment and processing for 14,000 employment applications per year; develop and administer tests for entrance and promotional Civil Service positions; validate exams for compliance with ADA and EEO requirements; provide classification pay and job analysis for 600 job categories to ensure pay equities. Urban Develooment and Job Trainin2 Division: Administer requirements of JTP A funds for over 2,700 adult participants and 7,000 summer youth participants; provide $2,000,000 financial loan assistance to the Tampa Bay Economic Development Corporation (small business) and the Tampa Bay Black Business Investment Corporation; provide and administer public/private partnership for revitalization ofYbor City. Administrative Services and Risk M8D82ement Division: Implement and monitor total programs of asset preservation to minimize claims expense, maximize safety, provide for employee health insurance, self insured workers compensation program, and pure or self insurance for all City departments. Provides for the centralized delivery of internal services to city departments for telephones, office supplies, printing and publications, mail delivery, and facilities management ~ I I Cynthia C. Sontag Director of Administration, City of Tampa Page Two Manaszement Infonnation Svstems Division: Provide for the operation and administration of all computers and systems utilized within the City through database management, technical support for hardware and software, data entry, programming, and systems support for CPUs and PCs. EQual Employment OPPOrtunity Division: EEO complaint investigation and dispute resolution up to and including litigation, development and compliance of an Affirmative Action Plan for hiring and promotion; setting utilization goals in accordance with conciliation agreement and Affirmative Action Plan; recruitment of minorities and females; training of managers and supervisors in all phases in Affirmative Action and EEO compliance; manssgement development and implementation of Women and Minority/Business Enterprise program for city procurement, developing and implement the Mayor's Alliance for the Handicapped to facilitate compliance with and provide employment opportunities for the disabled in accordance with state and federal legislation. ~ I I EXHmIT I CYNTHIA C. SONTAG EXPERTISE HUMAN RESOURCES MANAGEMENT Reduction in Force (RIF) / Layoffs Responsible for overseeing the reduction of the' City of Tampa workforce by approximately 1000 employees over a 12 year period. Layoffs" and "recalls" were in accordance with union contracts, civil service laws, personnel rules and state and federal. legislation. Reduction in the work force occurred because of right sizing, reduction of federal, state and local funds, privatization, transfer of function to county government and internal reorganization. Personnel Rules. Re2U.Iations and Laws Chairman of the City of Tampa task force to reorganize the various personnel related function into one department. Conducted comparative analysis of 9 Florida local governments. Wrote personnel rules and procedures, wrote and negotiated language for labor contracts, wrote new civil service legislation for adoption by the Florida legislature. Served on the Public Employees Relations Commission's task force to rewrite it's rules, which govern public employees in the State of Florida. Developed policies and procedures for labor / management cooperation while serving as management chairman for the U.S. Department of Labor's committee. Emoloyee Relations President and 8 year member of the Board of Directors of the National Public Employees Labor Relations Association (NPELRA), an organi7J1tion of over 2,000 top public officials involved in the administration and management of labor and employee relations for 9 million public employees from 42 states. Speaker on human resources management and labor relations at state or local conferences in California, Michigan, Minnesota, lllinois, Washington, Washington, DC, Colorado, Texas, Florida, Oregon, New York, Connecticut, Massachusetts, Missouri, and others. Instructor at Florida Public Employee Relations Commission's training for Special Masters. Speaker at the Federal Mediation and Conciliation Service Conference (FMCS) on Labor Management Cooperation. Alternative Disoute Resolution Settled over 650 grievances filed by the 3 unions at the City of Tampa Completed Certification training as a family mediator for the State of Florida. ~