94-43 Resolution No. 94-43
RESOLUTION
AUTHORIZING EXECUTION OF AN AGREEMENT WITH
L.F. SLOANE CONSULTING GROUP, INC.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF ELGIN,
ILLINOIS, that Robert Gilliam, Mayor Pro Tem, and Dolonna
Mecum, City Clerk, be and are hereby authorized and directed
to execute an agreement on behalf of the City of Elgin with
L.F. Sloane Consulting Group, Inc. for a market study for a
Mausoleum at the Bluff City Cemetery, a copy of which is
attached hereto and made a part hereof by reference.
s/ Robert Gilliam
Robert Gilliam, Mayor Pro Tem
Presented: February 23, 1994
Adopted: February 23, 1994
Omnibus Vote: Yeas 5 Nays 0
Attest:
s/ Dolonna Mecum
Dolonna Mecum, City Clerk
f.,
AGREEMENT FOR MARKET STUDY OF BLUFF CITY CEMETERY
THIS AGREEMENT made and entered into on this Arday of
:7,4%2A,u,1 , 1994, by and between the City of Elgin, Illinois,
a municipal corporation (hereinafter referred to as the
"City" ) a d the L.F. Sloane Consulting Group, Inc. , an
Illinois corporation, (hereinafter referred to as
"Consultant" ) ,
WITNESSETH:
WHEREAS, the City has determined it to be in its best
interests to obtain the assistance of an expert concerning a
market study of the Bluff City Cemetery; and
WHEREAS, Consultant is an expert in the relevant market
and desires to enter into an agreement to render Consultant
services to the City.
NOW, THEREFORE, for and in consideration of the mutual
promises and covenants contained herein, and for other good
and valuable consideration, the receipt and sufficiency of
which is hereby acknowledged, the parties hereto agree as
follows :
1. That Consultant shall provide and direct the
necessary qualified personnel to perform the services
described in the proposal for a mausoleum market feasibility
for Bluff City Cemetery, Elgin, Illinois, a copy of which is
attached hereto and made a part hereof by reference as Exhibit
1 .
2 . That Consultant' s study will be completed not more
than sixty ( 60) days following execution of this agreement.
3 . That so long as Consultant is discharging its
obligations hereunder, Consultant shall be paid a fee for such
services as set forth in Exhibit 1 . Said fee shall not exceed
Three Thousand Seven Hundred Fifty and no/100ths ( $3, 750 . 00)
for all tasks combined. Said fee shall be payable within
sixty (60) days of receipt by the City of Consultant' s final
report and an invoice for services rendered by Consultant.
4 . That the results of Consultants ' services under this
Agreement shall be the exclusive property of the City of
Elgin, and all documents ( including without limitation all
writings, computer or machine readable data and all copies or
reproductions thereof) which describe or relate to the service
performed or to be performed pursuant to this Agreement or the
results thereof, including without limitation, all notes,
data, reports or other information received or generated in
the performance of this Agreement, shall be the exclusive
property of the City of Elgin and shall be delivered to the
City upon request (except for one copy which may be retained
for Consultant its confidential files) . No articles, papers,
treatises , or presentations related to or in any way based
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upon or associated with the services performed pursuant to
this Agreement shall be presented or submitted for publication
without the prior written consent of the City of Elgin.
5 . That this Agreement includes those additional
provisions contained in Exhibits 2, 3 and 4, which are
attached hereto and made a part hereof by this reference.
IN WITNESS WHEREOF, the parties have executed this
agreement on the date and year first written above.
L.F. SLOANE CONSULTING CITY OF IN
GROUP, INC. /
7 r
By ��/ � %�', 44/1`- By '
06E fli2S(L).!\Ir Robert Gilliam, Mayor Pro Tem
Attest: Attest:
Ci Clerk
-2-
L.F. Sloane Consulting Group
PROPOSAL FOR A
MAUSOLEUM MARKET FEASIBILITY STUDY
FOR
BLUFF CITY CEMETERY. ELGIN. IL
The following is our proposal to you for our firm to conduct a feasibility market study to
identify the favorable or unfavorable recognition of the Bluff City Cemetery; the
consumer preference for type of burial, particularly above-ground mausoleum burial and
cremation; and the percentage of the primary market who do not yet own cemetery
property.
Following as an appendix to our proposal are brief resumes of the consultants within our
firm including each member's experience and education; references for our firm
conducting such studies including telephone contacts; a record of our Insurance Policy;
our firm's Affirmative Action Plan, the City Bidder Employee Utilization Form and
Certification Requirement; our Equal Employment Written Commitment Guideline; and
our Sexual Harassment Policy Statement.
We propose to conduct a properly designed telephone survey of the Bluff City Cemetery
market area to:
(1) Determine the favorable or unfavorable recognition of the cemetery;
(2) Identify burial preferences among owners and non-owners of cemetery space; and
(3) Determine the level of ownership of cemetery property within the market area.
Secondly, we will identify the Bluff City Cemetery's primary competitors, attempt to
determine each cemetery's current market share and understand the services each
cemetery provides (i.e., monument lots, memorial park lots, cremation niche space,
mausoleum crypts, etc.).
Further, we will review the demographic composition of the market area and examine
1995 and 2000 population projections, age qualifiers for cemetery services and the like.
We will prepare and submit a preliminary analysis of our investigation and market
research for discussion with first, the City of Elgin staff and secondly, with the Parks
Recreation Board.
Following these discussion meetings, we will finalize our report and submit the written
analysis to the City of Elgin. The final report will contain our conclusions and
recommendations.
EXHIBIT 1
L.F. Sloane Consulting Group
The study will be completed in not more than sixty (60) days following a start work order
from the City of Elgin subject to the City's ability to schedule staff and the Parks
Recreation Board meetings within such timeframe.
The methodology will be for the City Representative to review our survey content,
sample size and demographic qualifiers. The survey will be implemented and the results
tabulated. Simultaneous to this we will examine the competition and the area
demographic data.
With these elements in hand we will begin drafting our report and convene the
appropriate meetings. Following these discussions our report will be finalized and
submitted.
We are fortunate to have previously worked in the Community for the Diocese of
Rockford, IL and its cemetery - Mount Hope. Further, we have offices in Chicago
staffed by Gail L Beckman who will be primarily responsible for this study and
presentation of such study results and conclusions.
With the limited travel costs we proposed to do the entire study as described for a fixed
fee of $3,750.00 inclusive of travel expenses and ordinary office expenses.
In the event the City requires meeting beyond those proposed in the Request for
Proposal, we will charge a per diem rate of $600.00 for such meetings or testimony. In
the event the scope of services are revised we shall provide services as requested at our
published rate of $60.00 per hour. We will furnish the City of Elgin with an original
final report and two (2) copies of such report within the stated fee above. Additional
copies will be provided at the cost of such reproduction as an authorized disbursement.
We feel highly qualified to provide the services described and it is our hope we can work
with the City in the study of the feasibility of the mausoleum in the Bluff City Cemetery.
Respectfully submitted,
Lawrence F. Sloane
President
2
L.F. Sloane Consulting Group
References
Regrettably most cemetery operators do not conduct ample detail market surveys prior
to making capital funding decisions. As such we have many, many client experience
where market analysis is a key element, however, we may not have actually conducted a
telephone survey.
(1) Management Review 1991
City of Muskegon, MI Cemetery System
Ric Scott, Director of Parks & Recreation
(616) 724-6704
(2) Management/Operational Review 1992-93
City of Grand Rapids, MI Cemetery System
Rick Griffin, Cemetery Supervisor
(616) 456-3216
(3) Town of Vail, CO 1992-93
New Cemetery Master Plan, Management Analysis
Andy Knutsen
(303) 479-2138
(4) Town of West Hartford 1992-93
Cemetery System Study/Mausoleum Feasibility
James Capodiece, Director Parks & Recreation
(203) 523-3159
Attached is a full list of our current and post clients for your information and review. If
you wish additional specific references, please contact Gail L. Beckman at (312) 477-
1778.
L.F. Sloane Consulting Group
LF. SLOANE CONSULTING GROUP, INC.
MANAGEMENT *MARKETING *ADVERTISING *PUBLIC RELATIONS
CONSULTANTS
Serving Religious, Not-For-Profit, Private and
Public Companies Primarily Within the Cemetery/
Funeral Service Industry
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L.F. Sloane Consulting Group
INTRODUCTION
Since its inception in 1981, the L.F. Sloane This pride, coupled with a willingness to
Consulting Group, Inc. has grown to be one work hard to achieve goals and objections,
of the largest consulting firms serving the is a key reason for the growth of the firm.
Cemetery/Funeral Service Industry. As consultants we strive to tailor the services
you require to meet your specific needs
The firm, with offices in Albany, New York thoughtfully, completely and on schedule.
and Chicago, Illinois, is positioned to work
with clients on a national basis.
We are proud of our firms associations with The drive, the know how, the experience.
many of the great cemeteries in the United Should you settle for any less?
States and we are equally proud of our
relationships with and the work we do for
every one of our clients.
L.F. Sloane Consulting Group
OUR CREDENTIALS
* Experience: * Repan:
Over a decade of experience as a full service We are particularly proud of the results we
firm. All of our professional staff have achieve for our clients and the reputation
direct Cemetery/Funeral administration, which follows.
sales and marketing experience.
* Specialization; * Knowledge:
We are one of the few firms rms which serves As a fine we regularly address state, regional
the Cemetery/Funeral Industry primarily. and national association audiences.
Whether the subject is legislation and
regulation; new sources of revenue;
management and physical master planning;
' National Company: marketing to today's consumers or sales,
sales, sales, we endeavor to intelligently look
at the issues with an eye for solutions.
Our clients are from all regions of the
Country. With multiple offices we can meet
your needs cost effectively.
L.F. Sloane Consulting Group
LAWRENCE F. SLOANE
PRESIDENT
Lawrence F. Sloane, the firm's founder and In 1981, Lany formed his firm and has
president, is a fourth generation cemeterian served the industry as a management,
with a unique blend of experience as a marketing and public affairs consultant for
practical every day Cemetery manager, over a decade. A past president of the New
service in the public sector and as a York State Association of Cemeteries, Lany
consultant. remains very active in the Association. He
has addressed the F.A.A. and the A.C.A.
A graduate of.Syracuse University, Lany Spring and Fall Conventions on numerous
served as administrator and sales manager occasions as well as many state and
for Oakwood Cemeteries in Syracuse, New regional groups
York for eleven years. The company
included historic monumented Oakwood, a Larry serves as a member of the ACA
turn of the century Garden . Cemetery, Government and Legal Affairs Committee
Morningside and a memorial park White and as Chainnan of the Organizations
Chapel. The Cemeteries also operated nine Committee on State Associations and
religious cemeteries for the Jewish Legislation.
Community in Syracuse:
During this same period, Larry worked for The firm, under Larry's leadership relocated
the New York State Senate. His role was as to Albany, New York from Syracuse in 1984
the Director of Operations for fust the and expanded by opening offices in
Senate Committee on Corporations, Chicago, Illinois in 1990. Committed to
Authorities and Commissions and later the this service industry, Larry continues to seek
Senate Committee on Insurance. His work improved and innovative ways to assist his
for the Senate spanned seven legislative clients in achieving excellence.
sessions.
L.F. Sloane Consulting Group
R. MATTHEW SWEENEY
VICE-PRESIDENT
R.Matthew Sweeney joined the firm in This hands-on experience was critical
1989 as Vice-President with client to his meeting the needs of the firm.
responsibilities in the Eastern United
States based in Albany, New York This blend of disciplines - accounting
Matthew, with a Bachelor of Arts fiscal policy, funeral directing and
Degree in Economics from the State sales - coupled with a willingness to
University of New York in Albany, is meet deadlines gives Matthew the skills
also a licensed Funeral Director. His to serve the firms clients. In addition
direct funeral directing experience to constant sales activities, Matthew is
adds a dimension to the firm as primarily responsible for the firms work
combination operations continue to be assisting clients with automation and
more common place computerization of administration in all
phases.
For the two years prior to joining the
firm, Matthew mastered cemetery sales
as a memorial counselor at St. Michael's
Cemetery in Queens, New York a
Sloane client.
GAIL L. BECKMAN
VICE-PRESIDENT
Gail L Beckman was named Vice-President The sale of Rosehill coupled with her
of the firm in 1991. Gag a graduate experience in automating the cemetery,
• of Valparaiso University, leads the firms developing personnel policies and benefit
Midwest Offices in Chicago. Again, plan management, and her oversight of
seeking a depth of hands-on experience, fiscal controls and processes for seven
Gail joined the firm after serving as years, qualifies Gail to meet your cemetery's
the Chief Operating Office for historic needs.
Rosehill Cemetery on Chicago's northside.
Her extensive experience at Rosehill A Chicago area native, Gail also handled
including transforming a 330 acre all public relations duties at Rosehill
traditional cemetery into a modern, developing and implementing tours and
responsive business. Gail had oversight events, as well as,.public presentations.
responsibilities over sales and marketing This ties in with the fines committment to
and maintenance and direct control over public relations as a key element in cemetery
all administrative aspects of the management. Further, Gail worked closely
company. During her tenure at Rosehill with Larry Sloane as Sloane served as a
the company experienced outstanding consultant to Rosehill during this period
growth leading to its sale to Service and through the sale of the company.
Corporation International.
L.F. Sloane Consulting Group.
STEVEN G. SLOANE -
ADMINISTRATOR
Steven G. Sloane joined our fm in Steven, after attending the State University
1990 and serves as the primary of New York at Brockport,joined Oakwood
administrator for the fnn. Steven, Cemeteries and was assigned to operate the
Larry's brother, also has hands-on Onondaga Valley property under contract.
cemetery management experience as the As the business manager for the firm, Steven
general superintendent of Onondaga Valley also provides client services primarily in
Cemetery in Central New York New York
STEPHANIE C. DESANTIS
MARKETING DIRECTOR
Stephanie C. DeSantis was appointed largest advertising agencies. This
Director of Marketing in late 1991 purchasing experience ties in specifically
due to the growth of the direct with Stephanie's mission of assisting
advertising segment of the firm. consultants with marketing and advertising
A Long Island native, Stephanie . planning budgeting and following through to
is a graduate of the State University secure the best value and results for our
of New York at Binghamton. Prior to clients.
joining our fnn, Stephanie spent ten
years working for advertising agencies With Stephanie on board, our fun operates
in New York City and Albany, New York as an in-house advertising agency as well as
networking with outside agencies or Kirkman
For the seven years immediately before 3hree.
coming to Sloane she supervised all
media purchases for one of Albany's
L.F. Sloane Consulting Group
CAPABILITIES
BUSINESS PLANNING ADVERTISING DEVELOPMENT
* Inventory analysis and projections * Complete direct mail services
* Pricing and product mix analysis • List sources, research
* Mausoleum planning and financial * Display print ads
models * Brochure creative and printing
* Cash flow analysis * Cartography services
* Personnel needs and compensation * Electronic audio and video presentations
* Competition and demographic reports * Electronic advertising
* Overall active life projections * Specialty forms, maps, rules and
* Trust fund development planning and regulation presentation
investment vehicles
* Lawn crypt development and sales PUBLIC RELATIONS SERVICES
systems
* News articles concept and copy
SALES AND MARKETING * Release placements
* Event, conference, meeting planning
* Sales planning and projections * Newsletter copy/implementation
* Marketing strategies
* Public relations concepts and CEMETERY/FUNERAL HOME
implementation EVALUATIONS
* Sales programming and terms of sale
* Sales management and sales counselors • Evaluations and approvals in conjunction
recruiting/training with corporate financing estate planning
* Supervision with continuing training succession planning
* Total sales contracts where appropriate * Business brokerage of Cemetery and
Funeral Service firms
ADMINISTRATION
REGULATORY COMPLIANCE
* Office operations and procedures
manuals, automation programming * OSHA Reviews, ADA Reviews, Medical
* Personnel needs and job descriptions Family Leave Act assistance
* New products and services development * State and Local Regulatory Compliance
* Trust fund development programs Services
* Capital budgeting and equipment reviews
* Collection systems, consumer relations
L.F. Sloane Consulting Group
flow We Work
The Sloane Consulting Group works closely with each client to establish ongoing goals to
develop the needed programs to meet stated objectives. We listen to the client and respond to
your specific problems.
As Consultants we provide our services on a time basis. Our current fee structure is as follows:
Per Diem (On Site with Client.) $600.00 per day plus reasonable travel expenses
flourly (Work in Our Offices in Albany or Chicago)
Consultant $ 60.00 per hour
Cartography $ 25.00 per hour
Clerical (Where Authorized) $ 15.00 per hour
The firm does not invoke ordinary office expense such as telephone expenses, photocopying or
mailing costs. We will invoice at cost special handling expenses or authorized disbursements.
Work done in conjunction with the development of marketing or advertising services will be
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invoked per estimates by our firm or by the advertising agency providing such services.
Where requested, we will provide cost estimates or fixed fee agreements for specific projects or
levels of service. Further, we offer fixed fee retainer agreements generally inclusive of travel
related expenses.
• In certain circumstances for sales services our fees are based upon a percentage of such sales.
These arrangements vary based upon the level of services provided
L.F. Sloane Consulting Group
ASSOCIATION PARTICIPATION
National
American Cemetery Association
National Catholic Cemetery Conference
Pre Arrangement Association of America
Cremation Association of North America
American Society of Appraisers
Begional/State/Local
ocal
New York State Association of.Cemeteries
New York State Funeral Directors Association
New England Association of Cemeteries
Southern Cemetery Association
Illinois Cemetery Association
Ohio Cemetery Superintendent's Association
New Jersey Cemetery Association
As members in good standing of these associations,
• we subscribe to and uphold their respective
code of ethics and good cemetery practices.
L.F. Sloane Consulting Group
CURRENT AND FORMER CLIENTS
Pinelawn Memorial Park The Woodlawn Cemetery
Farmingdale, NY Brom NY
St Michael's Cemetery Trinity Church Wall Street
E. Elmhurst, NY New York, NY
Vestal Hills Memorial Park Cedar Hill Cemetery
Vestal, NY Newburgh, NY
Oakwood Cemeteries Riverside Cemetery
Syracuse, NY Rochester, NY
Albany Rural Cemetery Wdtwyck Cemetery
Albany, NY Kingston, NY
Diocese of Albany, NY Sunset Hills Memorial Park
Riverhurst Memorial Association Jamestown, NY
Endicott, NY Woodlawn Cemetery
St. Mary's, Oneonta, NY Syracuse, NY
Mount Hope Cemetery. Graceland Cemetery
Rochester, NY Albany, NY
Crown Hill Memorial Park Vale Cemetery
Utica, NY Schenectady, NY
Memory's Garden Forest Lawn Cemetery
Albany, NY Buffalo, NY
Dale Cemetery Poughkeepsie Rural
Ossinging, NY Poughkeepsie, NY
Lakeside Cemetery Elmlawn Cemetery
Hamburg NY Kenmore, NY
Oakwood Cemetery Town of E. Hampton
Troy, NY E. Hampton, NY
The Episcopal Diocese of LI White Sulpher Springs Cemetery
Garden City, NY White Sulpher Springs, NY
L.F. Sloane Consulting Group
CURRENT AND FORMER CLIENTS •
(Continued)
Archdiocese of San Francisco, CA Hollywood Cemetery
Hollywood Memorial Park Union, NJ
Union, NJ Somerset Hills Memorial Park
Fairmount Cemetery Busking Ridge, NJ
Newark, NJ St. Bernard's Cemetery
Cedar Lawn Cemetery Bernardsville NJ
Paterson, NJ Locustwood Cemetery
St. Michael's, Passaic, NJ Camden, NJ
Princeton Memorial Park Woodbridge Memorial Park
Allentown, NJ Woodbridge, NJ
Arlington Cemetery St David's Episcopal Church
Philadelphia, PA Radnor, PA
St James Cemetery Diocese of Erie, PA
Glastonbury, CT Lakeview Cemetery
Diocese.of Norwich, CT Cleveland, OH
Swan Point Cemetery Pawtucket Memorial Park
Providence RI Worwicic RI
Highland Memorial Park Woodlawn Cemetery
Johnston, RI Everett, MO
Linwood Cemetery St: Mary's Cemetery
Hoverhilg MA Randolph, MA
Town of Vail St. Patrick's, Lowell MA
Vail CO St. Marcus Cemetery
City of Muskegon St. Louis, MO
Muskegon, MI • Elmwood Cemetery
Diocese of Saginaw, MI Detroit, MI
Rosehill Cemetery Oakwoods Cemetery
Chicago, IL Chicago, IL
Diocese of Rockford, IL Oakdale Cemetery
Diocese of Joliet, IL Davenport, IA
Mound Grove Cemetery Forest Home Cemetery
Kankakee, IL Chicago, IL
Graceland/Fairlawn Resurrection, Danville, IL
DeCatur, IL Oak Ridge/Glen Oak Cemeteries
Evergreen Cemetery Hillside, IL
Evergreen Park, IL Walker and Walker
Trinity Cemeteries Southfield, MI
Tarpon Springs, FL Diocese of Memphis, TN
West Laurel Hills Cemetery Fair Lawn Memorial Cemetery
Bala Cynwyd, PA Fair Lawn, NJ
amt. 6/1S/92 •
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CITE OF F.WI$, ILLINOIS
• AFFI1 ATNF ACTION/CERTIFYCIITION REQUIREMENT1'
Please submit this completed and signed form(s) along with your
proposal. No proposal will be accepted without this information.
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3. TO assure compliance with the City of Elgin's contract
compliance ordinance, all contractors and vendors' herein
referred to as "bidders", are requested to submit the
following Affirmative Action informations
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1., Work Force Analyeis using the enclosed bidder's employee
utilisation form. '
' 2... Provide the..J information required by item 13 on the
employee utilisation form if the answer to question 2 on
the form is 'yes' .
3. Provide a written commitment outlining the steps that the
bidder plans to take in the area of • recruitment and
promotion of minorities and female to assure equal
employment opportunity. (A copy of the bidder's
affirmative action plan may be submitted in lieu of this
requirement. )
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2. The undersigned certifies that the offerer is not delinquent in
the payment of any tax administered by the Illinois Department of
Revenue unless there is a'pending proceeding contesting the tax.
3. The undersigned certifies that the offerer is not barred from
offering on this solicitation as a result of a conviction for the
violation of State law prohibiting bid-rigging or bid rotating.
Signature/Tole 4"4"4Z-` President
Company Name L.F. Sloane Consulting Group. Inc.
Address 318 Delaware Avenue, Delmar f.1Y 12054
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• • Phone )(umber ( 518) 439-8138 •
FRIM •
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EXHIBIT 2 • .
blLf'dltdt' MdUSO1CUf ILL (VU .J1f-5251- U4( V .U:)
•
BIDDERls EMPLOYEE UTILIZATION Fo
This report is required by the City of Elgin and shall be
• submitted before the contract can be awarded.
Chapter 3.12.1000 Affirmative Action — City Contracts
1. Name arid- Address of Bidder Description of Project
,L.F. Sloane Cons0.tinq Group Mausoleum Feasibility &
,318 Delaware Aven}ze Market Study for
,nelmar. NY 12054 Bluff City Cemetery
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/51, 11113:411
JOB CATEGORIES ° VMS 1523 aes was ast __ •� 1
r . r Y r K r Kf ki r v r It
Pro essiona 0% '�!- -
- 1 0% 1:0%
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TOTALS 3/ 3
el Company OM end uUUe Telephone Flo. Date Mined Page
►rGUA .Lt4 (518) 439-8. 38 9/17/93 -L01-1—
Nave
L0d.Lhave you ever been awarded a bid by the City of 'Clain?
YES A Nro
0. If the answer to *18 is yes, please submit a copy of tla•
fro lae• 'utilisation Form that wes submitted With your
loot suooessful bid along with a fully completed Copy of
this form.
4. If the statistical data provided above show under--
utilisation of minority and/or female, please submit,
• a000rding to the guideline provided in the atteobed
doauraent, a. written commitment to provide *coral
employment opportunity.
NOTE: to the event that a contractor or vendor, eta. tails to
comply with the fair employment and affirmative
cation provisions of the ,City of Elgin, the City
amongst other notions may camel, terminate or
t
suspend to contract in whole or in part.
Pay. 6/13/92 EXHIBIT 3
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L.F. Sloane Consulting Group
FIRM DESCRIPTION
September 17. 1993
Current Date
1. Name of Firm: L.F. Sloane Consulting Group. Inc.
2. Address: 318 Delaware Avenue. Delmar. NY 12054
3. Name and Address of Home Office, if different from above:
Same
4. What is the main function of your business? (General Contractor, Supplier, etc.)
Management Consultants
5. Number of Employees:
(A) In Elgin Area
(B) In Illinois
(C) Other States _ 4
6. General Manager/Superintendent: Name: Lawrence F. Sloane
7. EEO Officer or person designated as EEO Contact Person:
Name: Steven G. Sloane
Title: Director of Operations
Phone: (518) 439-8138
1
L.F. Sloane Consulting Group
Policy On Equal Employment Opportunity:
It is the policy of L.F. Sloane Consulting Group, Inc. to promote equal opportunity for all
qualified employees and applicants for employment and to prohibit discrimination in
employment because of race, creed, color, national origin, sex, handicap, age, or marital
status. The company will work to ensure fair and equitable treatment of all employees and
applicants in recruitment, employment, promotions, demotions, transfers, layoffs, and
terminations.
The company has prepared and will implement an affirmative action plan to ensure that all
employment decisions are made to further our commitment to equal employment. This plan
requires that, among other things, only valid criteria be used in making personnel decisions.
Supervisory staff is expected .to comply with both the letter and the spirit of this policy.
Employees feeling that they have been the victim of discriminatory action should feel free
to contact this office or the Office of the Equal Employment Officer.
This policy will be distributed to all company departments, to the union, and to the
company's recruitment sources.
O(°2444.021 Date: `4/9-3
Signed
Lawrence F. Sloane, President
LF. Sloane Consulting Group, Inc. •
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L.F. Sloane Consulting Group
Policy Discrimination
To assure cooperation and participation in the LF. Sloane Consulting Group's affirmative
action efforts, LF. Sloane Consulting Group, Inc. has disseminated its EEO policy as
follows:
A. Internal Policy Dissemination
* The policy is included in the company's Personnel Policy and Procedure
Manual.
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* Specific meetings with management and supervisory personnel are conducted
to explain the intent of the policy and to identify individual responsibility for
effective implementation, making clear the chief executive's attitude towards
and commitment to the policy.
* The policy is discussed in both employee orientation and management training
programs. A copy of the policy is given to each new employee at the time of
hiring.
B. External Policy Dissemination
* All recruiting sources are informed verbally and in writing of the policy and
it is stipulated that these sources actively recruit and refer minorities and
women for all positions listed.
* Participate with department heads in the development and execution of
adequate recruitment programs, qualification requirements, and selection
methods to ensure that all individuals are given equal consideration for all job
opportunities.
* Encourage attendance of minorities and females in training sessions which
facilitate upward mobility.
D. Responsibilities of Management
Management shall:
* Be responsible for all aspects of L.F. Sloane Consulting Group's affirmative
action plan as it applies to their departments.
* Address the underutili7ation of women and minorities and afford equal
employment opportunities to all qualified individuals, for anticipated and
unanticipated vacancies within their departments.
3
L.F. Sloane Consulting Group
* Afford equal employment opportunities to all qualified individuals, including
women and minorities, when any identified goals are reached for
underutilized job groups.
• Participate in the development and execution of adequate recruitment
programs, qualification requirements, and selection methods to insure that all
• individuals are given equal consideration for all job opportunities.
* Conduct regular discussions with supervisors and employees to be certain that
L.F. Sloane Consulting Group's policy is being followed.
IDENTIFICATION OF PROBLEM AREAS/CORRECTIVE ACTION
A. Workforce Composition
The workforce consists of 5 full-time employees. Of that total, 2 are women and
there are no minorities. Availability statistics indicate that more qualified minorities
and women exist in the workforce than are utilized by L.F. Sloane Consulting Group,
Inc.
Corrective Action
Goal commitments for calendar year 1993 are based on good faith efforts to place
qualified minority and women employees in the workforce. Regrettably no hiring is
anticipated in the calendar year.
B. Applicant Flow
No staff recruiting was conducted in 1992 or 1993. Layoffs unfortunately occurred
during this period.
Corrective Action
My future recruiting data will be formally tracked and maintained to determine
women and minority applicant flow in all job groups. . Also, the L.F. Sloane
Consulting Group,Inc.will increase its efforts to recruit women and minorities in the
aforementioned underutilized job groups.
C. . Total Selection Process -
Each professional is responsible for recruitment,interviewing and selection of his/her
staff. There is no uniform process to insure fairness, objectivity and equal
opportunity.
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L.F. Sloane Consulting Group
Corrective Action
The EEO Officer will work with the Professionals-to identify a uniform selection
procedure for all new employees. Procedures for monitoring these penalties will be
identified as well.
AUTHORITY AND RESPONSIBILITY FOR IMPLEMENTATION
The L.F. Sloane Consulting Group's goal is to secure full support for the affirmative action
plan. This goal is communicated to all departmental levels so that responsibilities are
clearly understood. Every LF. Sloane Consulting Group official, administrator, and
employee is responsible for encouraging and promoting equal opportunity and affirmative
action principles.
The chief executive shall have overall administrative responsibility for the LF. Sloane
Consulting Group's equal employment opportunity and affirmative action program. Specific
responsibilities of this program are shared among the Chief Executive, and Equal
Opportunity Office, our Director of Operations.
A. Responsibilities of the Chief Executive:
In carrying out the directives of this plan, the Chief Executive shall do any or all of
the following:
* Promulgate directives to all levels of management that equal employment
opportunity efforts and results shall be an important factor in all performance
evaluations.
1. Equal employment opportunity and affirmative action efforts will be
included as one part of each professional's management objectives and
will be included in all performance evaluations.
2. Appropriate remedial action will be taken, where equal employment
and affirmative action efforts have not been achieved.
* Solicit support for the affirmative action plan from all employees.
* Take other action as deemed necessary and appropriate to guarantee that the
goals and objectives of the plan are implemented, complied with and
monitored.
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L.F. Sloane Consulting Group
B. Responsibilities of Equal Opportunity Officer:
The Equal Opportunity Officer shall be responsible for insuring full compliance with
the provisions of the affirmative action plan. In addition, the Equal Opportunity
Officer shall be responsible for the day-to-day planning, administration, and
monitoring of L.F. Sloane Consulting Group's affirmative action plan.
Responsibilities shall include:
* Coordinating various programs and activities contained in the affirmative
action plan.
* Preparing reports regarding the company's affirmative action goals and
departmental efforts to achieve their goals.
* Reviewing selection,termination, promotion, transfer and related practices to
ensure that equal employment opportunity principles are applied without
regard to race, creed, color, national origin, sex, handicap, age, marital status.
* Reviewing notices of anticipated vacancies prior to their announcement in
order to implement recruitment activities to increase minority and female
representation in both applicant and candidate pools where minorities and
females are underrepresented.
* Reviewing recruitment, selection, testing, appointment and promotional
practices and identifying actions needed to eliminate discriminatory and
artificial barriers.
D. Transfer and Promotion Practices:
Affirmative action effort is maintained to ensure there is no disproportionate ratio
in the transfer, promotion and termination of minorities or women.
E. Company-Sponsored Activities and Facilities:
All L.F. Sloane Consulting Group's sponsored programs are conducted in a non-
discriminatory manner and all employees are informed of such programs. All
facilities are desegregated.
F. L.F. Sloane Consulting Group. Inc. - Sponsored Training Programs:
L.F. Sloane Consulting Group conducts all training in a non-discriminatory manner
and encourages minority and female participation. Overall, all employees are
afforded equal opportunity for participation without discrimination.
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L.F. Sloane Consulting Group
COMPLIANCE WITH SEX DISCRIMINATION GUIDELINES
L.F. Sloane Consulting Group has reviewed its recruitment and advertising policies, its job
policies and practices and wage structures to assure that discrimination on the basis of sex
is non-existent.
1. L.F. Sloane Consulting Group promotes equal employment for all persons
employed, and for those seeking employment, without regard to sex.
a. Both sexes are recruiting for all jobs.
b. Advertising in newspapers and other media for employment do not
express a sex preference.
2. Job Policies and Practices
a. Written personnel policies indicate that there is no discrimination
against employees based on sex.
b. Employment opportunities, wages, hours, or other conditions of
employment are administered without regard to sex. Employer
contributions are the same for men and women in the areas of
insurance, pension, and other fringe benefits.
c. An individual is not denied any available job that he/she is qualified
to perform, solely on the basis of his/her sex.
d. Pregnancy or amity leave of absence is granted to employees on an
• individual basis without regard to sex.
e. The retirement policy is not based on gender.
3. Wages
Wage schedules are not related or based on sex of employees. There is equal
pay for equal work.
AFFIRMATIVE ACTION EFFORTS TO OVERCOME DISCRIMINATORY
SUBCONTRACTING
L.F. Sloane Consulting Group will make every good faith effort to use minority and women
subcontractors whenever it is appropriate to do so. -
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L.F. Sloane Consulting Group
ACKNOWLEDGMENT OF COMMITMENT
This is to acknowledge that L.F. Sloane Consulting Group, Inc. understands that it is
subject to the City of Elgin's Administrative Standards for the Affirmative Action
Employment of Minorities and Women under City Contracts (Standards). The Standards
set forth requirements with which we must comply when recruiting, hiring, employing,
training, promoting and terminating minority and women employees. Our company is
committed to examining the racial and sexual composition of all levels of our workforce,
to make every good-faith effort to correct any underutilization of minorities and women
where it is found to exist, and to make every good-faith effort to achieve the goals set
forth in our Affirmative Action Plan.
�� T S . 2 • Date: 17,
September 1993
P
President
Title of Signer
8
EXHIBIT 4
L.F. Sloane Consulting Group
L.F. SLOANE CONSULTING GROUP, INC.
L.F. SLOANE CONSULTING GROUP SEXUAL HARASSMENT POLICY
LF. Sloane Consulting Group, Inc. believes that there shall be equal employment and
advancement opportunity for all individuals without regard to race, creed, color, sex,
religion, age, national origin, marital status, handicap, sexual preference, or public
assistance, and will work toward full representation of females and minorities in all job
groups.
Further, employees have a right to work in an environment free of harassment, whether
racial, sexual or on any other basis described above. Harassment may be verbal,
physical, written or visual.
If on these bases you feel you are or are about to be discriminated against or harassed,
contact your supervisor, Director of Operations or the President immediately.
All complaints will be investigated immediately and appropriate action taken. All
information obtained will remain confidential unless otherwise authorized by the
complaining party.
Discrimination and harassment will result in appropriate disciplinary actions, which could
include dismissal.
EXHIBIT 5
Ell n
0,,J °FEic,� Agenda Item No.
__r ,,, ,,..,--, :.
6
O�„DD Ft02
January 6, 1994
TO: Mayor and Members of the City Council
FROM: Robert O. Malm, Interim City Manager
SUBJECT: Proposed Mausoleum Study
PURPOSE
To request Council concurrence to proceed with a mausoleum
feasibility study and award a contract to L. F. Sloane Con-
sulting Company.
BACKGROUND
A mausoleum is the largest feature that a cemetery will
erect. It is a very positive feature aesthetically and has
the potential for favorable financial impact on the perpetual
care fund. It is one of the few ways that a cemetery with
depleted acreage can reinventory. The most important fea-
ture, no matter what size mausoleum being considered, is the
ability to offer an alternative to traditional ground burial.
To determine the potential market for a mausoleum at Bluff
City Cemetery, the Parks and Recreation Department wishes to
undertake a study which will seek to identify factors which
would contribute to or hinder the success of this alternate
form of interment. The study would research the market for
this facility, including data-gathering on consumer attitude
toward Bluff City Cemetery, consumer burial preferences and
market competition. From this, sales and income projections
may be determined. If this study proves favorable, a master
plan for this facility would be developed.
RFPs were sent to seven companies with experience in conduct-
ing such studies. Of the seven, two responded. The Tribute
Company, Delafield, Wisconsin, bid $4,250 to conduct the
market study. The second, L. F. Sloane Consulting Company,
Chicago, would undertake the study at a cost of $3,750.
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Proposed Mausoleum Study
January 6, 1994
Page 2
FINANCIAL IMPACT
The cost of the market feasibility study would be $3,750 if
the low "bid" were to be approved.
RECOMMENDATION
It is recommended that the City Council approve proceeding
with the mausoleum market study with L. F. Sloane providing
consulting services. Sloane would not be involved in either
design or construction of the facility should the project
proceed.
Robe t 0. Mal , Interim City Manager
ROM:JQ:seh
Attachments
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