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AGENDA TITLE: Approve contract for Management Information Systems Manager
MEETING DATE: August 20, 1997
PREPARED BY: City Manager
RECOMMENDATION: That the City Council approve the attached Agreement for Management Information Systems
Services.
BACKGROUND: The City Council, during its February 19, 1997 Council meeting, approved the class
specification and salary range for the Information Systems Manager to meet current and
future demands of changing technology and communications issues. The Human Resources
Director conducted the recruitment for this critical position, with participation by various Department representatives
during the panel phase of the recruitment, and with the City Manager interviewing the finalists. After a very thorough
and detailed evaluation of the candidates, the City Manager has determined that, although a few of the candidates
possess the necessary technical skills, he is not satisfied with the slate of candidates for such an important position.
As a result of this conclusion, the City Manager recommends that due to the pressing nature of the position, and the
demand for services on the part of City Departments, that the City contract with Stan Helmle for Management
Information Systems services for a period of 24 months as detailed in the attached Agreement. Mr. Helmle will be
paid a salary commiserate with the advertised position.
Mr. Helmle has served as Chairman of the City's Information Technology Committee for the past three years, is
familiar with the City's technology needs, and has an excellent background in computer hardware and software. Mr.
Helmle possesses the necessary skills to be able to work effectively with the departments while creating and
implementing a long term Strategic Plan for information technology.
FUNDING: General Fund
Respectfully Submitted,
H. Dixon Flynn
City Manager
Prepared by: Janet S. Keeter, Deputy City Manager
Finance Director: k) C� —
Vicky Mc thie
APPROVED:
H. yon Flynn -- City anager 1
Stan Helmle
6736 Panorama Drive
Riverbank, California 95367
(209) 869-3229 (W) (209) 869-2802 (H)
Education
Bachelor of Science Degree, 1972, University of California, Davis, California (with Honors)
Major: Electrical Engineering, Computer Science
Professional Experience
Computer Consultant, 1976 - 1996, Lodi, California
1996 - Present, Riverbank, California
Applications (Developed, Installed and Supported - Mini/Micro Computers with Networks)
o Accounting: (A/R, A/P, G/L, P/R - including Fund Accounting)
o Purchase Orders
o Fixed Assets
o Permits Processing
o Profit Sharing
o Order Entry (Many Industries)
o Production Scheduling
o Sales Analysis
o Shipping
o MRP
o Inventory Control (B -O -M)
o Work -In -Process
o Education Tracking (Hospitals)
o Utility Billing
o Furniture Rental Tracking
o Insurance Billing / Processing
o Medical Billing
o Heating / Cooling Engineering
o Bar Code
Business Areas (Application Experience - business sizes up to $ 300 million / yr.)
o County Public Works, Public Services, Solid Waste
o Meat Packers (Large, Multi -Division, Multi -State)
o Automotive Aftermarket
o Agriculture Management
o Mechanical Engineering
o Printed Circuit Manufacturing
o Property Management
o Medical Practices
o Insurance Agency Billing / Management
Community Activities
Chairperson, Information Technology Committee, 1994 - Present, City of Lodi
Sargent at Arms, Lodi Rotary Club, 1996 - Present
RESOLUTION NO. 97-125
A RESOLUTION OF THE LODI CITY COUNCIL
APPROVING CONTRACT FOR MANAGEMENT INFORMATION SYSTEMS
MANAGER EFFECTIVE SEPTEMBER 8, 1997
BE IT RESOLVED, that the Lodi City Council hereby authorizes the appointment
of Stan Helmle to the position of Management Information Systems Manager for the City
of Lodi effective September 8, 1997; and
BE IT FURTHER RESOLVED that the City Manager is authorized to sign the
contract on behalf of the City.
Dated: August 20, 1997
I hereby certify that Resolution No. 9? -125 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held August 20, 1997, by the following
vote:
AYES: COUNCIL MEMBERS -
NOES: COUNCIL MEMBERS -
ABSENT: COUNCIL MEMBERS -
ABSTAIN: COUNCIL MEMBERS -
ALICE M. REIMCHE
City Clerk
97-125
PERSONAL SERVICES AGREEMENT
The City of Lodi, a California, a municipal corporation ("City") and Stan Helmle
("Contractor") agree as follows:
1. SCOPE OF SERVICES.
Contractor shall do the following:
a) Under general direction, designs, manages, supervises, plans and directs the
activities of the data information and communication systems.
b) Provides highly technical and responsible staff assistance to City departments,
the City Manager and the City Council in the areas of information and
communication systems, management, and organization.
c) Works closely with City departments; coordinates the development and
implementation of information systems to achieve Citywide goals, objectives, and
policies.
d) Develops and recommends long-term plans and strategies for effective utilization
of information technology systems; develops management systems, procedures,
and/or standards for prioritizing projects, allocating resources, selecting systems,
and evaluating existing programs.
e) Conducts needs analysis, researches and recommends hardware/software
systems and application, which will interface with existing computer systems and
comply with policy standards and user needs; coordinates the development of
specifications, selection, acquisition, configuration, and implementation of
information technology systems; negotiates and administers final contract
agreements with vendors for implementation, maintenance, and training for City
staff; performs diagnosis of hardware and software problems; arranges for repair
or replacement of faulty equipment and software; explains operational policy and
procedures to other City staff and the general public as needed; coordinates
training sessions and assists users in learning the use of computer equipment
and peripherals.
f) Prepares the operation's budget, including budgeting Citywide information and
communication systems needs and assisting in the forecast of additional funds
needed for staffing, equipment, materials, and supplies.
g) Provides related duties as required.
h) Contractor shall report to the Deputy City Manager on all aspects of his duties.
2) HOURS OF WORK.
a) Contractor shall work for a time period commencing September 8, 1997. The
term of this Agreement will be month to month, not to exceed 24 months.
b) Contractor shall carry out the above tasks during regular City business hours at
City offices. Contractor may be required to attend City Council regular and
informational meetings and Information Technology Committee meetings.
3) FEES AND EXPENSES.
a) Contractor shall be paid $2,576.93 bi-weekly, in conjunction with City payroll, on
the City's regular paydays.
b) For each full workday of service not performed, the prorated amount of $257.69
shall be deducted from the bi-weekly rate of pay unless accrued
vacationfadministrative leave balances are used.
c) City shall reimburse Contractor for any direct expenses incurred by Contractor in
the performance of this Agreement. Direct expenses include, but are not limited
to, travel or business expenses directly related to work activities. Any costs
related to commute travel are not covered.
d) Contractor shall be responsible for all required Federal and State income taxes
or other taxeslassessments that may be due on the fees paid pursuant to this
Agreement.
4) TERMINATION.
a) Either party may terminate this Agreement, without cause, at any time, upon
providing not less than one month's written notice to the other party. In the event
of cancellation, City shall promptly pay Contractor for reimbursement of direct
expenses for each week's work completed but not yet paid.
5) INDEPENDENT CONTRACTOR.
a) In fulfilling this Agreement, Contractor is acting as an independent contractor, not
as an employee, or agent of the City. The Deputy City Manager may authorize
Contractor to take certain action on behalf of said City Manager.
b) Contractor shall accrue vacation, sick leave, and administrative leave at the
following levels: Vacation — 2 weeks paid vacation annually. Sick Leave —
Approximately 10-12 days per year. Administrative Leave — 80 hours per fiscal
year.
c) Contractor is eligible to receive medical, dental, and vision benefits, which are
available for employees and dependents at City cost.
d) Contractor shall not enter into additional contracts or accept other assignments,
which would hinder Contractor's ability to fully perform the duties contemplated
by this Agreement.
6) OWNERSHIP OF WORK PRODUCTS.
a) All reports, documents, software, programs, and other written materials prepared
for City by Contractor, or received by Contractor, pursuant to this Agreement
shall be property of City.
7) COMPETITIVE ACTIVITIES.
a) During the term of this Agreement, Contractor shall not, directly or indirectly,
either as an employee, employer, officer, director, or in any other individual or
representative capacity, engage or participate in any business that is in
competition in any manner or in conflict with the business of City.
8) APPLICABLE LAW.
a) Contractor shall comply with all applicable laws, ordinances, codes and
regulations of the federal, state and local governments. This Agreement shall be
construed in accordance with the laws of the State of California.
9) PERSONAL SERIVCES.
a) Stan Helmle will perform all services described. No work shall be performed by
any other person(s), nor shall Contractor assign this Agreement.
10) REPRESENTATIVES OF PARTIES; NOTICES.
a) H. Dixon Flynn, City Manager of CITY, and Stan Helmle, CONTRACTOR, are
authorized to represent and act on behalf of the parties in all matters pertaining
to this Agreement. For purposes of notice under this Agreement, all notices shall
be considered effective upon being sent to the parties by certified U.S. Mail to the
following addresses:
CITY CONTRACTOR
P.O. Box 3006 1150 Orangewood Drive
Lodi, CA 95241-1910 Lodi, CA 95240
11) COMPLETE AGREEMENT.
a) This Agreement constitutes the entire Agreement between parties. This
Agreement may be modified or provisions waived only upon subsequent written
Agreement by both parties.
CITY OF LODI, a municipal corporation
H. DIXON FLYNN
City Manager
Dated:
ATTEST:
ALICE M. REIMCHE
City Clerk
CONTRACTOR:
STAN HELMLE
Dated:
APPROVED AS TO FORM:
RANDALL A. HAY
City Attorney
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