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HomeMy WebLinkAbout05(L) - Approve a Contract with Ehlers for Interim Assistant Finance Director Position Report ITEM: 5L CITY COUNCIL AGENDA REPORT MEETING DATE: July 22, 2025 PREPARED BY: Jason Wedel, City Manager PRESENTED BY: Jason Wedel AGENDA ITEM: Approve a Contract with Ehlers for Interim Assistant Finance Director Position RECOMMENDED ACTION: Approve a contract with Ehlers to provide interim Assistant Finance Director and general finance support. BACKGROUND: Finance Director Cathy Erickson has provided notice to the City that she will be resigning from her position effective August 29th. To replace Director Erickson's position we are promoting Assistant Finance Director Nicole Klekner to be the interim Finance Director. To backfill Ms. Klekner's position we are proposing to enter into a contract with Ehlers on an interim basis. Attached is a proposal from Ehlers that outlines the services that they will provide. They have identified Kelly Horn to be our representative. Ms. Horn is a former employee of the City of Prior Lake and was the Assistant Finance Director from May 26, 2020 to January 7, 2022. As such, she is very familiar with our staff and our accounting software. Ms. Horn will be on site at City Hall two days per week (16 hours) and will provide an addition day (8 hours) off site for a total of three days per week (24 hours). Ms. Horn's duties will include the following:  Internal controls and compliance  Financial operations management  Financial management and reporting  Budget development and oversight  Stakeholder collaboration  Grants and financial projects  Other accounting functions as requested FINANCIAL IMPACT: The proposed fee from Ehlers for providing these services is $255 per hour. The funding for this contract will be offset by the salary and benefits savings currently budgeted for the Assistant Finance Director and other open positions within the City. ALTERNATIVES: 1. Motion and second as part of the consent agenda to approve a contract with Ehlers for interim Assistant Finance Director position. 2. Motion and second to remove this item from the consent agenda for further discussion. ATTACHMENTS: 1. Proposal from Ehlers City of Prior Lake | 4646 Dakota Street SE | Prior Lake MN 55372 June 30, 2025 Jason Wedel, City Manager City of Prior Lake 4646 Dakota Street SE Prior Lake, MN 55372 RE: Interim Assistant Finance Director Proposal Dear Jason, Thank you for the opportunity to submit a proposal to provide interim Assistant Finance Director support for the City of Prior Lake (the “City”). The purpose of this letter is to offer a proposed scope of work as well as to identify anticipated costs. The proposal is predicated on completing the work both on-site and remotely on a City-owned computer. The proposed services are intended to be flexible and are designed to help the City meet its regular and annual accounting needs and respond to transitions in personnel. We feel confident the services outlined below will meet the immediate needs of the City and set-up staff for success in managing the City’s financial operations. At Ehlers, we pride ourselves on helping communities achieve their goals cost-effectively. Scope of Work Ehlers will provide temporary financial leadership to ensure the City’s fiscal integrity and efficiency. The City provided a list of services needed which include but are not limited to:  Internal Controls & Compliance;  Financial Operations Management;  Financial Management and Reporting;  Budget Development and Oversight;  Stakeholder Collaboration;  Grants and Financial Projects; and  Other accounting functions, as requested. Staffing Kelly Horn will serve as interim Assistant Finance Director. Prior to her role as a Senior Fiscal Consultant with Ehlers, Kelly most recently served as the City of Buffalo’s Finance Director. Kelly has a decade of direct local government experience and previously served the City as Assistant Finance Director, the City of Excelsior as Finance Director, and worked as an auditor, auditing various Cities and Schools across the state of Minnesota. During her time with Ehlers, Kelly has served as interim Finance Director for the City of Buffalo and City of Lino Lakes. Kelly’s experience with the City and other interim staffing roles make a great option for the City to consider. Terms and Cost The engagement will begin on September 8, 2025, and will continue through March 31, 2026, if needed. The City or Ehlers may terminate at any time. Support beyond March is an option and would need to be mutually agreed upon by January 31, 2026. The City estimates the interim Assistant Finance Director support work will take 24-32 hours per week; Ehlers proposes to provide up to 24 hours per week of support with a maximum of two days per week on-site. Additional hours needed are subject to our availability and would be agreed upon in advance. Ehlers does not require a minimum monthly payment and the City will be billed at the hourly rate of $255 for the support requested and hours worked. When travel to the City is scheduled, one-way travel will be billed. Invoices will be sent monthly for the work performed in the prior month. The primary City contact for Ehlers related to questions, work priorities, and resolving issues shall be Jason Wedel. We strive to provide ongoing dialogue and idea-sharing, independent analysis, and a competitive, value-oriented fee structure. Thank you for the opportunity to serve the City! Sincerely, Kelly Horn, CPA Kyle Sawyer, CPA Senior Fiscal Consultant Director of Fiscal Consulting Acceptance: ______________________________________ Date: ________________________