Scope of Work §A.2.a–l · five phases, per the Town's Q&A

Every lettered task carried to one connected record, Phase 1 by early November

Our plan follows the RFP's own task lettering so evaluation, contracting, and delivery all speak the same language, and it honors the Town's suggested sequence: the administrative family and Police records classifications go first. Dates assume a September 2026 start per the anticipated agreement term, with work commencing inside the two-week window after Notice to Proceed.

Phase I · Initiation and Orientation

Proposed: September 2026
Task a · Project Kickoff

Kickoff meeting with the Human Resources Manager and Town staff to confirm objectives, timelines, deliverables, communication expectations, and the phase sequencing the Town's Q&A leaves to the consultant to propose. We leave kickoff with a living project plan HR can see throughout the study rather than a static chart attached to a status email.

Deliverable: Confirmed work plan, schedule, and communication protocol
Task b · Orientation and Briefing Sessions

Sessions for employees and bargaining unit representatives (AFSCME, POA, TEA, plus Confidential and Management groups) explaining the study's purpose and boundaries and how the PDQ process works. Sessions are recorded and available on demand for shift staff, absences, and new hires.

Deliverable: Orientation sessions for employees and employee organizations
Task c · Background Materials Review

Organizational charts, Personnel Rules and Regulations, labor agreements, the current specification library (including the four classes Attachment A already flags as missing, in-progress, or folding), and prior study materials.

Deliverable: Background review memo and confirmed classification inventory

Phase II · Classification Review in Five Phases

Proposed: October 2026 – April 2027 · Phase 1 delivered by early November, per the Town's Q&A
Task d · Position Description Questionnaires

PDQ instrument customized with HR before any employee sees it, then developed, distributed, and reviewed for the 87 classifications in Attachment A, phase by phase. Phase 1 is the start the Town directed in its Q&A, nine classifications and twenty-five incumbents: Administrative Assistant (3), Administrative Technician (4), Administrative Analyst (2), Senior Administrative Analyst (5), Project Analyst (2), and Division Manager (5) in Administrative Services, plus Police Records Specialist (2), Lead Records Specialist (1), and Senior Records Specialist (1). Phases 2 through 5 cover the remaining classifications grouped the way the Town's Q&A anticipates, AFSCME, POA, TEA, and Management with Confidential, in the sequence HR confirms at kickoff.

Deliverables: Customized PDQ; completed-questionnaire review by phase; Phase 1 complete by early November 2026
Task e · Interviews and Job Audits

Interviews with employees, supervisors, managers, and department directors, conducted virtually per the RFP, with job audits where classification questions need direct observation. Every single-incumbent classification gets an interview; multi-incumbent classes are sampled with HR concurrence.

Deliverables: Interview and job-audit record, documented by classification
Task f · Specification Analysis

Every current specification analyzed for essential duties, knowledge and abilities, education and experience relevance, series and class hierarchy, ADA conformity including physical requirements, supervision exercised and received, licenses and certifications, bargaining unit alignment, and FLSA exempt/non-exempt designation.

Deliverable: Specification analysis findings by family
Task g · Updated Specifications

Updated, accurate job classification specifications drafted in the format Human Resources approves, with agreed components and sections, delivered in editable form with rationale for every change.

Deliverable: Draft updated specifications, phase by phase
Tasks h, i, j · Series, Levels, New and Deleted Classes

Series-appropriateness review with recommended level reductions or additions based on Town operational needs, recommendations for new or changed classifications, and recommended deletion of outdated classes. The Ladder Lab shows the tests we run on every ladder Attachment A exposes.

Deliverables: Series and level recommendations; new, revised, and retired classes

Phase III · Allocation, Adoption, and Final Report

Proposed: April – July 2027
Allocation and Career Pathways

All employees and positions allocated to the appropriate classifications, with career pathways documented so requirements for advancement are clear per Objective C, and cross-group equity checks completed for the parallel Confidential and TEA titles.

Deliverables: Allocation lists; career-pathway documentation
Task k · Meet-and-Confer Support

Participation in the meet-and-confer process with bargaining units as the Town requests. Every recommendation we make ships with the rationale and fiscal context to be tabled as-is; in a represented environment, a classification change is a bargaining conversation, and we write for that table.

Deliverable: Meet-and-confer participation and supporting materials
Task l · Presentations & Employee Communications

The Town's Q&A states that no Town Council presentations are expected, so none are priced into the base fee. What the Q&A does anticipate is employee communication and follow-up after findings land, and we support it: briefing materials, FAQ responses, and session support as the Town requests, with the full record ready for a public audience if that ever changes.

Deliverable: Employee-communications support and presentation-ready record
Final Report

The RFP's named deliverable: purpose, methodology, key findings, and recommendations, with the classification analysis overview, proposed classification updates, an implementation plan, and the updated job descriptions, assembled so HR can administer the plan after we leave.

Deliverable: Final Report with implementation plan and updated job descriptions

Commitments the RFP asks for, answered directly

Work commences within two weeks of Notice to Proceed (§5, Project Schedule criterion). Phase 1 specifications and findings delivered by November 6, 2026, inside the end-of-October/early-November window the Town stated in its Q&A. The study runs entirely virtually, which the Town's Q&A expressly welcomes, with optional in-person blocks at the Town's preference. Direction runs through the Human Resources Manager (§A.1). Meet-and-confer participation as requested (§A.2.k); no Council presentations priced, per the Town's Q&A. The anticipated one-year agreement term beginning September 2026 (§6.2) is met with a June–July 2027 Final Report and float held for Town review windows. Each commitment appears in our proposal with the person accountable for it.