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DS Data Discovery Sprint Phase 2 ContinuedAGREEMENT FOR PROFESSIONAL SERVICES FOR A DATA DISCOVERY SPRINT PHASE 2 CONTINUED J a. ,W9 U2 0© This Agreement is made and entered into this q day of , by and between the CITY OF SAN RAFAEL (hereinafter "CITY"), and JESSICA CARSTEN ADVISORY, LLC (hereinafter "CONTRACTOR"). RECITALS WHEREAS, the department of Digital Service and Open Government is charged with building a culture of data and helping departments use data to make more informed decisions; and WHEREAS, the department will develop a Data Strategy Map and Data Governance Framework to track progress and leverage data to make informed decisions; WHEREAS, CONTRACTOR is an expert in data and digital transformation, and can perform such services; AGREEMENT NOW, THEREFORE, the parties hereby agree as follows: 1. PROJECT COORDINATION. A. CITY'S Project Manager. The Director of Digital Service and Open Government is hereby designated the PROJECT MANAGER for the CITY, and said PROJECT MANAGER shall supervise all aspects of the progress and execution of this Agreement. B. CONTRACTOR'S Project Director. CONTRACTOR shall assign a single PROJECT DIRECTOR to have overall responsibility for the progress and execution of this Agreement for CONTRACTOR. Jessica Carsten is hereby designated as the PROJECT DIRECTOR for CONTRACTOR. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONTRACTOR shall notify the CITY within ten (10) business days of the substitution. 2. DUTIES OF CONTRACTOR. CONTRACTOR shall perform the duties and/or provide services as described in CONTRACTOR's Statement of Work for "Phase 2: Data as a Strategic Asset Continued", marked as Exhibit "1" attached and incorporated herein. G. - 14. N A L 3. DUTIES OF CITY. CITY shall pay the compensation as provided in Paragraph 4, and perform the duties as described in Exhibit "1" attached. 4. COMPENSATION. For the full performance by CONTRACTOR of the services described in Exhibit "I", CITY shall pay CONTRACTOR on a time and materials basis as described in Exhibit "1 ", in a total amount not to exceed $34,925. Payment will be made monthly upon receipt by PROJECT MANAGER of itemized invoices submitted by CONTRACTOR. 5. TERM OF AGREEMENT. The term of this Agreement shall be for 12 months commencing as of August 21, 2019 and ending on August 20, 2020. Upon mutual agreement of the parties, and subject to the approval of the City Manager the term of this Agreement may be extended for an additional period of up to 6 months. 6. TERMINATION. A. Discretionary. Either party may terminate this Agreement without cause upon thirty (30) days written notice mailed or personally delivered to the other party. B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days written notice mailed or personally delivered to the other party, and the notified party's failure to cure or correct the cause of the termination, to the reasonable satisfaction of the party giving such notice, within such fifteen (15) day time period. C. Effect of Termination. Upon receipt of notice of termination, neither party shall incur additional obligations under any provision of this Agreement without the prior written consent of the other. D. Return of Documents. Upon termination, any and all CITY documents or materials provided to CONTRACTOR and any and all of CONTRACTOR's documents and materials prepared for or relating to the performance of its duties under this Agreement, shall be delivered to CITY as soon as possible, but not later than thirty (30) days after termination. 7. OWNERSHIP OF DOCUMENTS. The written documents and materials prepared by the CONTRACTOR in connection with the performance of its duties under this Agreement, shall be the sole property of CITY. CITY may use said property for any purpose, including projects not contemplated by this Agreement. INSPECTION AND AUDIT. Upon reasonable notice, CONTRACTOR shall make available to CITY, or its agent, for inspection and audit, all documents and materials maintained by CONTRACTOR in connection with its performance of its duties under this Agreement. CONTRACTOR shall fully cooperate with CITY or its agent in any such audit or inspection. 9. ASSIGNABILITY. The parties agree that they shall not assign or transfer any interest in this Agreement nor the performance of any of their respective obligations hereunder, without the prior written consent of the other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising hereunder shall be void and of no effect. 10. INSURANCE. A. Scope of Coverage. During the term of this Agreement, CONTRACTOR shall maintain, at no expense to CITY, the following insurance policies: 1. A commercial general liability insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, for death, bodily injury, personal injury, or property damage. 2. An automobile liability (owned, non -owned, and hired vehicles) insurance policy in the minimum amount of three hundred thousand dollars ($300,000) dollars bodily injury coverage per occurrence. 3. If any licensed professional performs any of the services required to be performed under this Agreement, a professional liability insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, to cover any claims arising out of the CONTRACTOR's performance of services under this Agreement. Where CONTRACTOR is a professional not required to have a professional license, CITY reserves the right to require CONTRACTOR to provide professional liability insurance pursuant to this section. 4. If it employs any person, CONTRACTOR shall maintain worker's compensation insurance, as required by the State of California, with statutory limits, and employer's liability insurance with limits of no less than one million dollars ($1,000,000) per accident for bodily injury or disease. CONTRACTOR's worker's compensation insurance shall be specifically endorsed to waive any right of subrogation against CITY. B. Other Insurance Requirements. The insurance coverage required of the CONTRACTOR in subparagraph A of this section above shall also meet the following requirements: 1. Except for professional liability insurance or worker's compensation insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as additional insureds (for both ongoing and completed operations) under the policies. 2. The additional insured coverage under CONTRACTOR'S insurance policies shall be "primary and noncontributory" with respect to any insurance or coverage maintained by CITY and shall not call upon CITY's insurance or self-insurance coverage for any contribution. The "primary and noncontributory" coverage in CONTRACTOR'S policies shall be at least as broad as ISO form CG20 0104 13. 3. Except for professional liability insurance or worker's compensation insurance, the insurance policies shall include, in their text or by endorsement, coverage for contractual liability and personal injury. 4. By execution of this Agreement, CONTRACTOR hereby grants to CITY a waiver of any right to subrogation which any insurer of CONTRACTOR may acquire against CITY by virtue of the payment of any loss under such insurance. CONTRACTOR agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not CITY has received a waiver of subrogation endorsement from the insurer. 5. If the insurance is written on a Claims Made Form, then, following termination of this Agreement, said insurance coverage shall survive for a period of not less than five years. 6. The insurance policies shall provide for a retroactive date of placement coinciding with the effective date of this Agreement. 7. The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before CITY'S own insurance or self-insurance shall be called upon to protect it as a named insured. 8. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits shall be available to CITY or any other additional insured party. Furthermore, the requirements for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured; whichever is greater. No representation is made that the minimum Insurance requirements of this agreement are sufficient to cover the obligations of the CONTRACTOR under this agreement. C. Deductibles and SIR's. Any deductibles or self-insured retentions in CONTRACTOR's insurance policies must be declared to and approved by the PROJECT MANAGER and City Attorney, and shall not reduce the limits of liability. Policies containing any self-insured retention (SIR) provision shall provide or be endorsed to provide that the SIR may be satisfied by either the named insured or CITY or other additional insured party. At CITY's option, the deductibles or self-insured retentions with respect to CITY shall be reduced or eliminated to CITY's satisfaction, or CONTRACTOR shall procure a bond guaranteeing payment of losses and related investigations, claims administration, attorney's fees and defense expenses. D. Proof of Insurance. CONTRACTOR shall provide to the PROJECT MANAGER or CITY'S City Attorney all of the following: (1) Certificates of Insurance evidencing the insurance coverage required in this Agreement; (2) a copy of the policy declaration page and/or endorsement page listing all policy endorsements for the commercial general liability policy, and (3) excerpts of policy language or specific endorsements evidencing the other insurance requirements set forth in this Agreement. CITY reserves the right to obtain a full certified copy of any insurance policy and endorsements from CONTRACTOR. Failure to exercise this right shall not constitute a waiver of the right to exercise it later. The insurance shall be approved as to form and sufficiency by PROJECT MANAGER and the City Attorney. 11. INDEMNIFICATION. A. Except as otherwise provided in Paragraph B., CONTRACTOR shall, to the fullest extent permitted by law, indemnify, release, defend with counsel approved by CITY, and hold harmless CITY, its officers, agents, employees and volunteers (collectively, the "City Indemnitees"), from and against any claim, demand, suit, judgment, loss, liability or expense of any kind, including but not limited to attorney's fees, expert fees and all other costs and fees of litigation, (collectively "CLAIMS"), arising out of CONTRACTOR'S performance of its obligations or conduct of its operations under this Agreement. The CONTRACTOR's obligations apply regardless of whether or not a liability is caused or contributed to by the active or passive negligence of the City Indemnitees. However, to the extent that liability is caused by the active negligence or willful misconduct of the City Indemnitees, the CONTRACTOR' indemnification obligation shall be reduced in proportion to the City Indemnitees' share of liability for the active negligence or willful misconduct. In addition, the acceptance or approval of the CONTRACTOR's work or work product by the CITY or any of its directors, officers or employees shall not relieve or reduce the CONTRACTOR's indemnification obligations. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CONTRACTOR'S performance of or operations under this Agreement, CONTRACTOR shall provide a defense to the City Indemnitees or at CITY'S option reimburse the City Indemnitees their costs of defense, including reasonable attorneys' fees, incurred in defense of such claims. B. Where the services to be provided by CONTRACTOR under this Agreement are design professional services to be performed by a design professional as that term is defined under Civil Code Section 2782.8, then, to the extent permitted by law including without limitation, Civil Code sections 2782, 2782.6 and 2782.8, CONTRACTOR shall indemnify and hold harmless the CITY and its officers, officials, and employees (collectively City Indemnitees) from and against damages, liabilities or costs (including incidental damages. Court costs, reasonable attorney's fees as may be determined by the Court, litigation expenses and fees of expert witnesses incurred in connection therewith and costs of investigation) to the extent they are caused by the negligence, recklessness, or willful misconduct of CONTRACTOR, or any subconsultants, or subcontractor or anyone directly or indirectly employed by them, or anyone for whom they are legally liable 5 (collectively Liabilities). Such obligation to hold harmless and indemnify any indemnity shall not apply to the extent that such Liabilities are caused in part by the negligence or willful misconduct of such City Indemnitee. C. The defense and indemnification obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement, and shall survive the termination or completion of this Agreement for the full period of time allowed by law. 12. NONDISCRIMINATION. CONTRACTOR shall not discriminate, in any way, against any person on the basis of age, sex, race, color, religion, ancestry, national origin or disability in connection with or related to the performance of its duties and obligations under this Agreement. 13. COMPLIANCE WITH ALL LAWS. CONTRACTOR shall observe and comply with all applicable federal, state and local laws, ordinances, codes and regulations, in the performance of its duties and obligations under this Agreement. CONTRACTOR shall perform all services under this Agreement in accordance with these laws, ordinances, codes and regulations. CONTRACTOR shall release, defend, indemnify and hold harmless CITY, its officers, agents and employees from any and all damages, liabilities, penalties, fines and all other consequences from any noncompliance or violation of any laws, ordinances, codes or regulations. 14. NO THIRD PARTY BENEFICIARIES. CITY and CONTRACTOR do not intend, by any provision of this Agreement, to create in any third party, any benefit or right owed by one party, under the terms and conditions of this Agreement, to the other party. 15. NOTICES. All notices and other communications required or permitted to be given under this Agreement, including any notice of change of address, shall be in writing and given by personal delivery, or deposited with the United States Postal Service, postage prepaid, addressed to the parties intended to be notified. Notice shall be deemed given as of the date of personal delivery, or if mailed, upon the date of deposit with the United States Postal Service. Notice shall be given as follows: TO CITY's Project Manager: Rebecca Woodbury City of San Rafael 1400 Fifth Avenue San Rafael, CA 94901 TO CONTRACTOR's Project Director: Jessica Carsten 14 Evergreen Ave #10 Mill Valley, CA 94941 16. INDEPENDENT CONTRACTOR. For the purposes, and for the duration, of this Agreement, CONTRACTOR, its officers, agents and employees shall act in the capacity of an Independent Contractor, and not as employees of the CITY. CONTRACTOR and CITY expressly intend and agree that the status of CONTRACTOR, its officers, agents and employees be that of an Independent Contractor and not that of an employee of CITY. 17. ENTIRE AGREEMENT -- AMENDMENTS. A. The terms and conditions of this Agreement, all exhibits attached, and all documents expressly incorporated by reference, represent the entire Agreement of the parties with respect to the subject matter of this Agreement. B. This written Agreement shall supersede any and all prior agreements, oral or written, regarding the subject matter between the CONTRACTOR and the CITY. C. No other agreement, promise or statement, written or oral, relating to the subject matter of this Agreement, shall be valid or binding, except by way of a written amendment to this Agreement. D. The terms and conditions of this Agreement shall not be altered or modified except by a written amendment to this Agreement signed by the CONTRACTOR and the CITY. E. If any conflicts arise between the terms and conditions of this Agreement, and the terms and conditions of the attached exhibits or the documents expressly incorporated by reference, the terms and conditions of this Agreement shall control. 18. SET-OFF AGAINST DEBTS. CONTRACTOR agrees that CITY may deduct from any payment due to CONTRACTOR under this Agreement, any monies which CONTRACTOR owes CITY under any ordinance, agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or other amounts. 19. WAIVERS. The waiver by either party of any breach or violation of any term, covenant or condition of this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or violation of the same or other term, covenant, condition, ordinance, law or regulation. The subsequent acceptance by either party of any fee, performance, or other consideration which may become due or owing under this Agreement, shall not be deemed to be a waiver of any preceding breach or violation by the other party of any term, condition, covenant of this Agreement or any applicable law, ordinance or regulation. 20. COSTS AND ATTORNEY'S FEES. The prevailing party in any action brought to enforce the terms and conditions of this Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs (including claims administration) and attorney's fees expended in connection with such action. 21. CITY BUSINESS LICENSE / OTHER TAXES. CONTRACTOR shall obtain and maintain during the duration of this Agreement, a CITY business license as required by the San Rafael Municipal Code CONTRACTOR shall pay any and all state and federal taxes and any other applicable taxes. CITY shall not be required to pay for any work performed under this Agreement, until CONTRACTOR has provided CITY with a completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and Certification). 22. SURVIVAL OF TERMS. Any terms of this Agreement that by their nature extend beyond the term (or termination) of this Agreement shall remain in effect until fulfilled and shall apply to both Parties' respective successors and assigns. 23. APPLICABLE LAW. The laws of the State of California shall govem this Agreement. 24. COUNTERPARTS AND ELECTRONIC SIGNATURE. This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one document. Counterpart signature pages may be delivered by telecopier, email or other means of electronic transmission. IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. CITY OF SAN RAFAEL By: JIM SC UT City Managdr CONTRACTOR By. Jessica Carsten JESSICA CARSTEN Owner, Jessica Carsten Advisory, LLC - ATTEST: LINDSAY LARA, City Clerk APPROVED AS TO FORM: . Q P- Fc ROBERT F. EPSTEIN, City Atto ey Signature: 179ffla Ciyfeoe Jessica Carsten (Dec 30, 2019;' Email: jessicacarsten@gmail.com Phase 2: Data as a Strategic Asset Statement of Work Purpose This document outlines the objectives, activities, and outcomes of the next phase of a services engagement for the San Rafael Department of Digital Innovation and Open Government. The outcomes of the Discovery Sprint have informed our second phase of work: Data as a Strategic Asset. The goals that emerged from the Discovery Sprint phase, are all underpinned by the City's ability to treat data as a strategic asset, leveraging it more effectively for reliable insights and more efficient service provision, and laying the foundation for advanced data practices. This includes a focus on making data more consumable, reliable, and readily available for residents, departmental staff, and leadership. Through our work together, we will seek to achieve this by developing the processes to routinely inventory, improve quality, centralize internal access, release, and maintain data. All hours estimates can be scheduled on a designated day of the week for recurring engagement until the scope is completed or hours run out. Client Objectives Objectives stated by the City of San Rafael Department of Digital Service and Open Government in the 2019 Department Strategic Plan. • Services designed with and for the people who use them (both the public and City employees) • Evidence based decision-making at all levels of the organization • Good value for money and cost-effective solutions (both up -front and long-term costs) • Standards for data lifecycle management, use, and re-suse • Increased use of assets and services based on technology standards • Outcomes -based performance program that measures success of programs Current State of Data in the City of San Rafael This section summarizes the findings of the current state of data management and data -related needs, as articulated by City Department Directors and analysts from a sample of 12 City Departments. The details of these interviews will be shared in greater detail in the deliverable of our Phase 1 of work: Data Discovery. These summary findings articulate the real needs that the city has around the way data is collected, managed, and used by city staff. These are the key pain points that will serve as the foundation for recommendations ahead. These needs will inform the deliverables for this statement of work. Exhibit 1 1. The majority of city departments interviewed identified challenges in answering their most common questions about the operations of their department and effectiveness of their services. 2. All departments responded that they would like better mechanisms for measuring the impact of their work. They would like to have better insight into their performance as it relates to city-wide priorities. 3. The ability to manage service utilization, project status, and answer budgetary questions was a pain point for most department directors. 4. Many department directors indicated that they would like access to data from other departments, but did not know how to request or gain access to the data they need. 5. Access to administrative data and statistics about the city and county were commonly cited as pain points. 6. Several departments noted that data collection is a manual process on paper. They cited data quality, completeness, and timeliness as a pain point. 7. Several department directors indicated that with greater access to data, they could proactively assign resources, prioritize work, identify individuals or locations of greatest need, and save the city a great cost. In some cases, department directors indicated they could generate revenue for the city if they had access to certain data to inform decision making. Summary of Deliverables 1. Data Strategy Map a. What it is A Data Strategy Map is a living document that sets out the vision of the end state of the data transformation that the city will go through and outlines the roadmap to get there. b. Why it is needed Many data initiatives fail because several months or years are spent building capacity, putting processes and procedures in place, and then prioritizing work once theoretically, that work is done. The reason these efforts fail is because that work is never done. The size, volume, and complexity of data the city collects, uses, and shares will grow exponentially, and a data strategy map that documents the delivery urgent goals while building capacity will keep the team focused on laying a strong foundation while also achieving critical quick wins. c. How it will be used During the Data Discovery phase of work, several urgent data strategies (UDS) such as access to reliable data, intermediate data strategies (IDS) such as training, and long term or target data strategies (TDS) such as inter -jurisdictional data sharing and discreet analytics projects were identified. The Data Strategy Map will allow us to categorize the various needs we uncovered, prioritize them on a timeline, and ensure that the city makes consistent progress toward ambitious goals while solving urgent needs. d. Timeline: Summer 2019 Acliv ty UDS IDS TDS Time T1 T2 T3 T,l T5 2. Data Governance Framework a. What it is Data governance is the exercise of authority, control, and shared decision-making over the management of data assets. The Data Governance framework will focus on the quality and standards of how data is managed across the city. Undertaking efforts to improve quality makes data more consistent, trustworthy, and reliable. b. Why it is needed A clear, transparent, and broadly applied data governance framework will facilitate broad improvements to the way that data are managed throughout the data lifecycle. This includes direction for city staff on how to best collect, manage, protect, use, share, and archive data. Currently, much of the city's data is managed by the discretion of each individual department. The lack of clarity and uniformity on data governance across the city has led to data being difficult to find, access, trust, and use. Many city staff have complained that they don't know where data resides, they aren't sure if they can trust it, and they don't know if it is the canonical source of truth. c. How it will be used The Data Governance Framework will be rolled out to every city department as a recommended set of practices. It will serve as the basis for future training on data use and sharing. It will assist in defining the roles of people in each department that manage the quality and usability of data (such as metadata standards, human readable taxonomy, data dictionaries, etc), as well as people that manage the collection, publication, storage, distribution, and archiving of data. d. Timeline: i. V1 development Summer 2019 ii. Roll out Spring 2020 3. Data Inventory a. What it is A Data Inventory is an index -like tool that identifies what data the city currently stores and manages. This includes data of all formats, inside and outside of all systems, across all departments and functions. It is typically managed as a living web -based catalog, 3 machine readable spreadsheet, or machine-readable dataset that powers analysis of its contents. b. Why it is needed A Data Inventory will increase transparency around what data is available across the City. This will directly address the need that many city staff expressed during the Data Discovery Listening Tour: the lack of data use is largely due to the inability to know what data exists, where it is stored, and who manages it. c. How it will be used The Data Inventory will be based off of the state mandated inventory of data systems (CA -SB 272, 2016). Datasets from each system will be documented based on their topic, strategic importance to an initiative, and level of demand internally and externally. The inventory will never be considered complete due to the nature of the city continuously collecting new sources of data. However, we will be able to determine the quality of the inventory based on it's internal use, completeness, and employee satisfaction with data access and sharing. d. Timeline: Fall 2019 4. Data Warehousing evaluation support a. What it is Digital technology that aggregates structured data from a broad range of sources into a single, searchable access point. b. Why it is needed Today in San Rafael, there are several department -specific transactional databases (such as Eden, Perfect Mind, CAD RMS, and Traklt. These systems are accessible at different levels by different employees across the city. Because they are all purpose-built for use in a specific domain or discipline, city employees from departments across the city expressed difficulty in being able to access common information they need to be effective in theirjobs. A Data Warehousing solution will make data easy to find, fast to access via checkout, simple to request new data, and painless to share insights. c. How it will be used A data warehousing solution will become a single source of data access (or data request for restricted or sensitive information) to improve internal visibility and access to data for all city employees. The solution will not replace any existing transactional systems. It will serve as a layer on top of these systems that pulls data from them as appropriate. The data warehouse will be populated based on the specifications in the city-wide data inventory. No specific product, vendor, or solution will be recommended to the city. The recommendations will include evaluation criteria for any future RFPs, recommended requirements of a system, and recommendations for implementation methodology and rollout. d. Timeline: Spring 2020 4 5. Information Classification Policy a. What it is An information classification policy will help us implement responsible risk management for the City of San Rafael. It will include a data release form that evaluates a dataset for publication based on its risk assessment, balancing privacy and security concerns. b. Why it is needed Many privacy laws regarding data were written prior to the proliferation of modern computing and analytics tools. Simple redactions of social security numbers and names are important steps in keeping data private and following the law. However, data recombination, cross -tabbing, and other methods can be used to reidentify individuals or sensitive objects within a dataset. A more rigorous approach is needed when publishing open data, sharing data outside of their system of record, or directly sharing data with third parties. c. How it will be used The Information Classification Policy will provide a framework for city employees to better identify sensitive or protected data, perform a risk assessment, and keep San Rafael's data protected while realizing its value d. Timeline: Winter 2019 6. Performance Framework a. What it is A Performance Framework is a series of logical models that tie the city's strategic priorities back to intermediate and short term goals, while measuring the impact of activities and resources that impact the outcomes of those goals. This tool helps leadership and frontline staff alike walk from outcomes back to data and gain clarity b. Why it is needed Data is the bedrock of any successful performance program. As a core component of the city of San Rafael's goal to treat data as a strategic asset, we will use it to drive performance improvement against the city's strategic priorities. c. How it will be used We will think strategically about what problems the city is trying to solve, what shared goals we can set to improve internal alignment and mission delivery, how to set performance measures that are inspiring and responsible, how to tell the city's story through data, and how to build a culture focused on problem solving and continuous improvement. The result will be a logic model that connects management of data to San Rafael's Council Goals and Strategies as well at five service areas. This will promote the use and access of data between programs, departments, staff, and the city-wide enterprise. Through the development of logic models, we will support City leadership and staff in aligning outcomes, measures, activities and resources within a performance analytics framework. d. Timeline: Winter 2019 and Spring 2020 5 Estimated level of effort Duration 12 Hours per month 10 Total estimated hours 127 Hourly Rate $275 Cost Estimate $34,925 47p,%A RAFq�I 1 2 0 yo 'Ty WITH p h CONTRACT ROUTING FORM INSTRUCTIONS: Use this cover sheetto circulate all contracts for reviewand approval in the order shown below. TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER: Contracting Department: Digital Project Manager: Christine Foster Extension: 3050 Contractor Name: Jessica Carsten Contractor's Contact: 415-686-2497 Contact's Email: jessicacarsten@gmail.com ❑ FPPC: Check if Contractor/Consultant must file Form 700 Step RESPONSIBLE DESCRIPTION COMPLETED REVIEWER DEPARTMENT DATE Check/Initia 1 Project Manager a. Email PINS Introductory Notice to Contractor 5/6/2019 N 12/9/2019 b. Email contract (in Word) and attachments to City Attorney c/o Laraine.Gittens@cityofsanrafael.org 2 City Attorney a. Review, revise, and comment on draft agreement 12/11/2019 N LG and return to Project Manager 12/11/2019 N LG b. Confirm insurance requirements, create Job on PINS, send PINS insurance notice to contractor 3 Department Director Approval of final agreementform to send to 12/17/2019 N CF contractor 4 Project Manager Forward three (3) originals of final agreementto 12/17/2019 contractor for their signature 5 Project Manager When necessary, contractor -signed agreement N N/A agendizedfor City Council approval* *City Council approval required for Professional Services Agreements and purchases of goods and services that exceed Or $75,000; and for Public Works Contracts that exceed $175,000 �'lick here to Date of City Council approval entera dat PRINT CONTINUE ROUTING PROCESS WITH HARDCOPY 6 Project Manager Forward signed original agreements to City 12/30/2019 CF Attorneywith printed copy of this routing form 7 City Attorney Review and approve hard copy of signed y/ agreement 8 City Attorney Review and approve insurance in PI N5, and bonds J� (for Public Works Contracts) 9 City Manager/ Mayor Agreement executed by City Council authorized N/ does not r a edft,3 official 1 uth 10 City Clerk Attest signatures, retains original agreement and (Q�/ forwards copiesto Project Manager jI R I2oL� l/�•