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HR Assistant Community and Economic Development Director Recruitment Services
AGREEMENT FOR PROFESSIONAL SERVICES BY AND BETWEEN THE CITY OF SAN RAFAEL AND CITY MANAGEMENT ADVISORS LLC DBA PECKHAM & MCKENNEY FOR ASSISTANT COMMUNITY AND ECONOMIC DEVELOPMENT DIRECTOR RECRUITMENT SERVICES This Agreement is made and entered into as of 24/05/17 (the "Effective Date"), by and between the CITY OF SAN RAFAEL, a chartered California municipal corporation (hereinafter "CITY"), and CITY MANAGEMENT ADVISORS LLC DBA PECKHAM & MCKENNEY, a California Limited Liability Company (hereinafter "CONSULTANT"). CITY and CONSULTANT may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement." RECITALS A. CITY desires to secure professional services more fully described in this Agreement, at Exhibit A, entitled "SCOPE OF SERVICES"; and B. CONSULTANT represents that it, and its subcontractors, if any, have the professional qualifications, expertise, and necessary licenses and desire to provide certain goods and/or required services of the quality and type which meet objectives and requirements of CITY; and C. The Parties have specified herein the terms and conditions under which such services will be provided and paid for. NOW, THEREFORE, the parties hereby agree as follows: AGREEMENT SERVICES TO BE PROVIDED. Except as otherwise may be expressly specified in this Agreement, CONSULTANT shall furnish all technical and professional services, including labor, material, equipment, transportation, supervision and expertise (collectively referred to as "Services") to satisfactorily complete the work required by CITY at its sole risk and expense. Services to be provided to CITY are more fully described in Exhibit A entitled "SCOPE OF SERVICES." CONSULTANT acknowledges that the execution of this Agreement by CITY is predicated upon representations made by CONSULTANT in that certain proposal, dated May 5, 2024 ("Proposal") set forth in Exhibit A. which constitutes the basis for this Agreement. COMPENSATION. In consideration for CONSULTANT's complete performance of Services, CITY shall pay Rev. 08.22 CONSULTANT for all materials provided and services rendered by CONSULTANT under Option 2: Full Recruitment, a fixed fee, as further described in Exhibit A, in an amount of $25,500. CONSULTANT will bill City for Services provided by CONSULTANT, subject to verification by CITY. CITY will pay CONSULTANT within thirty (30) days of City's receipt of invoice. TERM OF AGREEMENT. Unless otherwise set forth in this Agreement or unless this paragraph is subsequently modified by a written amendment to this Agreement, the term of this Agreement shall begin on the Effective Date of this Agreement and terminate on September 30, 2024. 4. PROJECT COORDINATION. A. CITY'S Project Manager. Human Resources Director 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. CONSULTANT'S Project Director. CONSULTANT shall assign a single PROJECT DIRECTOR to have overall responsibility for the progress and execution of this Agreement for CONSULTANT. Maria Hurtado is hereby designated as the PROJECT DIRECTOR for CONSULTANT. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONSULTANT shall notify the CITY within ten (10) business days of the substitution. 5. 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 CONSULTANT and any and all of CONSULTANT'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. v 08 22 2 6. OWNERSHIP OF DOCUMENTS. The written documents and materials prepared by the CONSULTANT 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. 7. INSPECTION AND AUDIT. Upon reasonable notice, CONSULTANT shall make available to CITY, or its agent, for inspection and audit, all documents and materials maintained by CONSULTANT in connection with its performance of its duties under this Agreement. CONSULTANT shall fully cooperate with CITY or its agent in any such audit or inspection. 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. 9. INSURANCE REQUIREMENTS. During the term of this Agreement, and for any time period set forth in Exhibit B, CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY insurance policies with respect to employees and vehicles assigned to the performance of Services under this Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage verifications as defined in Exhibit B. 10. INDEMNIFICATION. A. Except as otherwise provided in subparagraph B of this section, CONSULTANT 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 CONSULTANT'S performance of its obligations or conduct of its operations under this Agreement. The CONSULTANT'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 CONSULTANT's 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 CONSULTANT's work or work product by the CITY or any of its directors, officers or employees shall not relieve or reduce the CONSULTANT's indemnification obligations. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CONSULTANT'S performance of or operations under this Agreement, CONSULTANT 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 CONSULTANT 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, CONSULTANT 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 CONSULTANT, or any subconsultants, or subcontractor or anyone directly or indirectly employed by them, or anyone for whom they are legally liable (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. 11. NONDISCRIMINATION. CONSULTANT 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. 12. COMPLIANCE WITH ALL LAWS. CONSULTANT 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. CONSULTANT shall perform all services under this Agreement in accordance with these laws, ordinances, codes and regulations. CONSULTANT 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. 13. NO THIRD PARTY BENEFICIARIES. CITY and CONSULTANT 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. v 08 22 4 14. 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: Marissa Sanchez, Human Resources Director 1400 Fifth Avenue San Rafael, CA 94901 15. INDEPENDENT CONTRACTOR. To CONSULTANT's Project Director: Maria Hurtado, Executive Recruiter 300 Harding Boulevard, Suite 203D Roseville, CA 95678 For the purposes, and for the duration, of this Agreement, CONSULTANT, its officers, agents and employees shall act in the capacity of an Independent Contractor, and not as employees of the CITY. CONSULTANT and CITY expressly intend and agree that the status of CONSULTANT, its officers, agents and employees be that of an Independent Contractor and not that of an employee of CITY. 16. 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 CONSULTANT 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 CONSULTANT 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. 17. SET-OFF AGAINST DEBTS. CONSULTANT agrees that CITY may deduct from any payment due to CONSULTANT under this Agreement, any monies which CONSULTANT owes CITY under any ordinance, 08.22 agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or other amounts. 18. 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 ofthis Agreement or any applicable law, ordinance or regulation. 19. 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. 20. CITY BUSINESS LICENSE / OTHER TAXES. CONSULTANT shall obtain and maintain during the duration of this Agreement, a CITY business license as required by the San Rafael Municipal Code, and CONSULTANT 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 CONSULTANT has provided CITY with a completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and Certification). 21. 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. 22. APPLICABLE LAW. The laws of the State of California shall govern this Agreement. 23. COUNTERPARTS AND ELECTRONIC SIGNATURE. This Agreement may be executed by electronic signature and 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. v 08 22 [Signatures are on the following page.] v 08.22 IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. CITY OF SAN RAFAEL: G isbine Alilovich (May 28, 2024 10:55 PDT) CRISTINE ALILOVICH, City Manager APPROVED AS TO FORM: Office of the City Attorney By: GENEVIEVE COYLE, Assistant City Attorney ATTEST: City Clerk 8`enna Nw-wri (boy) 8--N—, 0.0 fNar 28.2024 1 OSSP151 LINDSAY LARA, City Clerk v 08 22 8 CONSULTANT: City Management Advisors LLC dba Pec Ant n pahlvr6Yach By: In— Whlerbr,lh l 1-A l .11111- Name: Anton Dahlerbruch Title: Managing Partner [If CONSULTANT is a corporation, add signature of second corporate officer] By: Name: Title: EXHIBIT A SCOPE OF SERVICES The Services to be performed for CITY by CONSULTANT under this Agreement are more fully described in CONSULTANT's proposal, which is attached to this Exhibit A. Rev 08 22 A-1 &MA Vo MCKENNEY EXECUTIVE SEARCH May 5, 2024 Marissa J. Sanchez, HR Director Alissa Curtin, Senior HR Analyst 1400 Fifth Ave. San Rafael, CA 94901 Sent via Email: Marissa.Sanchez@citvofsanrafael.ore Alissa.Curtin @citvofsanrafael.or� Dear Marissa & Alissa, Thank you for the opportunity to express our interest in assisting the City of San Rafael with either a partial recruitment or a full recruitment for your next Assistant Community & Economic Development Director. Based on our current and past experiences, we are fully prepared to team with you to ensure a successful outcome. ✓ City of Martinez, CA — Community & Economic Development Director (2023) ✓ City of Camarillo, CA— Community Development Director (2023) ✓ City of Rancho Palos Verdes, CA — Community Development Director (2023) ✓ City of San Luis Obispo, CA — Community Development Director (2023) ✓ City of Pacific Grove, CA — Community Development Director (2022) ✓ City of Calabasas, CA— Community Services Director (2021) ✓ City of Susanville, CA— Economic Development Director (2023) ✓ City of Big Bear Lake, CA— Economic Development Manager (2023) As a boutique firm that specializes in recruitments for small and medium size communities in California, Peckham & McKenney is known for achieving successful and long-term placements. Among many strong attributes, these are four key reasons municipalities choose us: ✓ We actively and personally search for and find candidates. ✓ We limit the number of concurrent searches in order to directly focus on serving our client. ✓ We prioritize communicating with our client and applicants to keep everyone informed. ✓ Your recruiter is personally and directly responsible for all aspects of the search and your one point of contact. With the importance of this search, I will serve as your Recruiter. The attached proposal includes more detailed information regarding the firm, the search process and timeline, cost of services, example brochures, our guarantee, client references, and Peckham & McKenney staff backgrounds. Our website www.peckhamandmckenney.com and proposal identifies additional recently completed searches. We look forward to the opportunity to work with you. Please feel free to call me at (831) 247-7885 if you have any questions. Sincerely, `Y Maria H rtado, Executive Recruiter Peckham & McKenney niaria@,peckhamandmckciiney.com peckhamandmckenney.com Peckham & McKenney, 300 Harding Boulevard, Suite 203D, Roseville, CA 95678 City of San Rafael Assistant Community & Economic Development Director Proposal for A Partial Recruitment or Full Recruitment Services May 5, 2024 Peckham & McKenney W�W-- ;= MCKENNEY EXECUTIVE SEARCH EXECUTIVE SEARCH Serving local governments (cities, counties, districts) by conducting recruitments and placing management and executive leaders that fit the personnel needs and interests of agencies. Fqw MCKENNEY EXECUTIVE SEARCH TABLE OF CONTENTS WHY CHOOSE US? 1 `All about fil" Peckham & vfcKenney Our Reputation EXPERIENCE 2 Our Experience YOUR RECRUITMENT TEAM 4 Our Approach Your Executive Recruiter & Team SCOPE OF SERVICES OPTION 1: PARTIAL RECRUITMENT SCOPE OF SERVICES & COST 6 OPTION 2: FULL RECRUITMENT SCOPE OF SERVICE 7 OPTION 2: FULL RECRUITMENT SEARCH SCHEDULE 8 OPTION 2: FULL RECRUITMENT COST OF SERVICES 9 GUARANTEE, COMMITMENT & DIVERSITY STATEMENT 11 Our Placement Guarantee Our Commitment to You Our Diversity Statement CLIENT REFERENCES 13 ATTACHMENTS 14 City oFMartinez, Community & Economic Develoment Director Peckham & McKenney, 300 Harding Boulevard, Suite 203D, Roseville, CA 95678 MCKENNEY EXECUTIVE SEARCH WHY CHOOSE US? "All about fit" We recognize that every agency and community we serve is unique, and the candidate you ultimately select must 'fit." We take the time to become familiar with your community, organizational culture, and issues and challenges in order to identify and recruit the best candidates for your consideration. Peckham & McKenney - Peckham & McKenney is a boutique firm that is established on the premise that an executive search and consulting firm must be dedicated to providing its clients and candidates with professional service, as well as a personal, hands-on approach. Our business philosophy centers upon the understanding that this is a "people" related industry and that attention to others' needs are the key to providing effective customer service. Peckham & McKenney provides executive search services to local government agencies throughout the western United States and is headquartered in Roseville, California. Under the leadership of Anton "Tony" Dahlerbruch, continuingthe values and principles of the firm's founders Bobbi Peckham and Phil McKenney, Peckham & McKenney has a strong and well -recognized reputation as a leader of successful local government recruitments. The team of Peckham & McKenney's executive recruiters brings numerous decades of experience in local government and executive search to achieving effective placements that align each client's unique needs and interests. We are supported by administrative and research specialists, marketing and design professionals, a web and social media expert, and distribution staff. Since 2004, Peckham & McKenney has conducted more than 650 executive level recruitments in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Utah, Washington, and Wyoming. On behalf of cities, counties, and special districts throughout the West, we have successfully placed hundreds of local government professionals including City and County Managers and their Assistants, General Managers, County Chief Administrative Officers, Police and Fire Chiefs, Department Heads, and mid -level Managers. In addition, Peckham & McKenney has placed hundreds of executives and organizational leaders in the areas of public safety (police and fire), community development and planning, economic development, public works and engineering, finance, human resources, city clerk, information technology, library services, parks and recreation, and community services. Our Reputation - Peckham & McKenney is one of the most trusted and respected executive recruitment firms in the country. Time and again, we receive unsolicited compliments from clients and candidates relating to our integrity, high ethics, customer service and centered focus on each individual client. Not only are we committed to providing our clients with well -qualified candidates, but we also take pride in treating both our clients and candidates with utmost respect. Moreover, we self -impose a limit on the number of searches conducted by each recruiter to best serve our clients and candidates. This commitment has led to multi -year retainer agreements with a number of agencies, as well as numerous client and candidate testimonials to their experiences with us, which you can find on our website at www.peckhamandmckenney.com. ';-V� go MCKENNEY EXPERIENCE EXECUTIVE SEARCH Our recruitment team consists solely of retired City Managers, Police Chiefs and Department Heads, and our expert support team; Peckham & McKenney brings more experience to and knowledge of local government and executive search than any other California recruiter. With every executive search, your personal Recruiter has the full backing, support and resources of the entire Peckham & McKenney team. Bringing more experience to local government executive search than any other California recruiter, Peckham & McKenney has successfully completed the following related recruitments since 2004: Community Devel4pment/Community Services Director Agoura Hills, CA Community Development Director Anaheim, CA Director of Community Services Ashland, OR Community Development Director Astoria, OR Community Development Director Bell, CA Community Development Director Bell, CA Community Services Director Benicia, CA Community Development Director Beverly Hills, CA Community Development Director Beverly Hills, CA Community Development Director Bothell, WA Community Development Director Burbank, CA Community Development Director Calabasas, CA Director of Community Services Camarillo, CA Community Development Director Dana Point, CA Community Development Director Delano, CA Community Development Director Dublin, CA Asst. Community Development Director Gilroy, CA Community Development Director Gonzales, CA Community Development Director Grand Junction, CO Community Development Director Hayward, CA Community & Economic Development Director Jurupa Valley, CA Community Development Director Laguna Niguel, CA Director of Community Development Livermore, CA Community Development Director Manhattan Beach, CA Community Development Director Martinez, CA Community Development Director Martinez, CA Community/Economic Development Director Mountain Village, CO Director of Community Development/Housing Novato, CA Community Development Director Pacific Grove, CA Community Development Director Palo Alto, CA Community Services Director Pittsburg, CA Community Development Director/City Engineer Rancho Palos Verdes, CA San Bruno, CA San Clemente, CA San Joaquin County, CA San Luis Obispo, CA San Marino, CA San Marino, CA San Pablo, CA Santa Barbara, CA South Gate, CA Stockton, CA Vacaville, CA Vail, CO West Hollywood, CA Windsor, CA Winters, CA Community Development Director Community Development Director Community Development Director Community Development Director Community Development Director Community Services Director Community Services Director Community Development Director Community Development Director Community Development Director Community Development Director Community Services Director Director of Community Development Community Development Director Community Development Director Community Development Director Economic Develonment Director/Manasmr Alameda, CA Economic Development Manager Big Bear Lake, CA Economic Development Manager Bothell, WA Economic Development Manager Elk Grove, CA Economic Development Director Hayward, CA Economic Development Manager Livermore, CA Economic Development Director San Mateo, CA Economic Development Manager Santa Barbara, CA Economic Development Manager Susanville, CA Economic Development Director Walnut Creek, CA Economic Development Manager (partial) FEW MCKENNEY EXECUTIVE SEARCH Please view our website at htto://www.PeckhamAndMcKenney.com to see a comprehensive list of all our searches by title and agency. MW MCKENNEY EXECUTIVE SEARCH YOUR RECRUITMENT TEAM With every Peckham & McKenney recruitment, an Executive Recruiter is assigned to serve as your single point of contact throughout the entire search process and is fully responsible for its success. Every Peckham & McKenney Recruiter is supported by an experienced team of administrative, research, and marketing specialists, and the entire Peckham & McKenney team for backup, support, collaboration, and sourcing. Each Recruiter maintains a strictly limited number of active searches to maintain Peckham & McKenney's commitment to you for a personal, focused and thorough search. Maria Hurtado will serve as your executive recruiter, bringing extensive city management and local government experience as well as a strong and active network with City Managers and Professional Associations representing people of color throughout California. Maria Hurtado, Executive Recruiter Ms. Hurtado joined Peckham & McKenney in 2021 and brings both non- profit and local government sector experience. For over 14 years, Ms. Hurtado served as Assistant City Manager for the cities of Hayward, Oxnard and Tracy, CA. During her tenure with the City of Tracy, she also completed two 6-month Interim City Manager appointments where she was responsible for Council and Community Relations and department operations. Ms. Hurtado has also served in other Executive Level positions, including as Director of Parks & Recreation Services, for the City of Tracy, Deputy Director of Parks & Neighborhood Services for the City of San Jose, and during her tenure with the City of Watsonville, served as Assistant Director for Parks and Community Services and Assistant Director for Redevelopment and Housing. Ms. Hurtado began her professional career in the non-profit sector prior to moving into local government, serving as the Executive Director of Fenix Services, an alcohol and drug counseling agency, which included a women's residential treatment facility, a drug and alcohol counseling center, and an anti -gang after -school youth program. Active in the local government profession throughout her career, Ms. Hurtado was Vice President on the ICMA Board of Directors for three years, represented the West Coast Region. In 2016, she served as the ICMA 102nd Conference Planning Committee Co -Chair for the ICMA conference held in Kansas City. She received the MMANC West McClure Outstanding Assistant Award in 2012 and the League of California Cities Assistant City Manager of the Year award in 2018. Currently, Ms. Hurtado is a member of the Municipal MCKENNEY EXECUTIVE SEARCH Management Association of Northern California (MMANC) and the Local Government Hispanic Network. Ms. Hurtado received her Master's degree in Social Work from San Jose State University, her Bachelor of Arts degree in Sociology from the University of California in Santa Cruz and is a graduate of the Harvard Kennedy School Senior Executives in State and Local Government Certificate program in Cambridge, Massachusetts. Ms. Hurtado is currently conducting recruitments for the Assistant Library & Recreation Director for the City of San Rafael, the City Attorney for the City of Brentwood, the Administrative Services Director for the City of San Pablo, the Parks & Recreation Director for the cities of Hollister and Santa Clara, the Assistant City Manager for the City of Walnut Creek, and the Maintenance Operations Director for the City of Fremont. In addition, Ms. Hurtado is supported by Peckham & McKenney's highly experienced support team: Joyce Johnson, Operations Manager Joyce Johnson joined Peckham & McKenney in 2005 and serves as the firm's Operations Manager. She has over 30 years' experience in the field of administrative and executive support for all aspects of the executive recruitment process. She oversees internal administration of the firm as well as directing contract administrative support in the areas of advertising and design, web posting, and duplication and mailing services. Prior to joining Peckham & McKenney, Ms. Johnson oversaw internal administration in the Western Region headquarters of two national management consulting and executive recruitment firms. Ms. Johnson is complimented regularly on her strong customer orientation working with both clients and candidates alike. Ms. Johnson holds an Associate of Arts degree from American River College. Tayler Bergstrom, Research Associate Tayler Bergstrom joined Peckham & McKenney in 2022 and currently serves as a Research Associate. Tayler is currently pursuing a PhD at UCLA where she worked previously as a lab manager overseeing various research projects. Prior to that, Tayler graduated from UC San Diego with a Bachelor of Science degree in Psychology. Linda Pucilowski, Graphic Designer With nearly 30 years of experience, Linda Pucilowski provides her expert design and marketing skills to Peckham & McKenney. She is the firm's "go -to" professional for all advertising and brochure design and creation. Ms. Pucilowski holds a Bachelor's degree from California State University, Sacramento. Rachel Moran, Website & Social Media Assistant Rachel Moran has been in the graphic design field since 2007 and prides herself on creating eye-catching visual art. She supports the Peckham & McKenney team by handling all website visual and technical design as well as social media. Ms. Moran graduated from the Art Institute of Houston obtaining her Bachelor's Degree in Fine Arts with a concentration in Graphic Design. MCKENNEY EXECUTIVE SEARCH OPTION 1: PARTIAL RECRUITMENT - SCOPE OF SERVICES The scope of services for Option 1 is outlined below: Proiect Organization (Pre -Recruitment) — We will meet to discuss the search timeline, process and logistics for conducting a successful search. Development of Candidate Profile (2 Weeks/Virtual Meeting #11— We will meet with City representative(s) to listen to specific expectations of the position; learn the background and experiences desired in the ideal candidate; and understand the organizational culture and interest to create an attractive Candidate Profile marketing brochure. Recruitment (S Weeks)— Our main focus in outreach will be direct, personal contact with quality potential candidates. Additionally, ads will be placed in industry publications and social media to broadly market the opportunity. Our client agency is continuously updated on our progress. Preliminary Interviews (2 Weeks) — Upon our review of the resumes received, supplementary questionnaires will be sent to candidates who appear in most alignment with the Candidate Profile. Following a thorough review of the supplemental questionnaires, we will conduct preliminary telephone interviews. Internet research will also be conducted so that we may probe the candidate regarding any areas of concern. Recommendation of Candidates/Selection of Finalists (2 Weeks/Virtual Meeting#2) —A candidate packet will be provided to the agency that includes, among a variety of documents, a full listing of all candidates for review and the materials submitted by candidates recommended for an interview. Option 1 excludes services for Panel Interview, Background/References Checks, and Optional Negotiation Services. OPTION 1: PARTIAL RECRUITMENT - COST OF SERVICES Our fee to assist with employment agreement negotiations for your next Assistant Community & Economic Development Director is $20,000. MCKENNEY EXECUTIVE SEARCH OPTION 2: FULL RECRUITMENT - SCOPE OF SERVICE Included in this proposal is a scope of service for a standard search process, which takes approximately 14- weeks to conduct, and typically includes the following steps outlined below: Proiect Organization (Pre -Recruitment) —We will meet to discuss the search timeline, process and logistics for conducting a successful search. Development of Candidate Profile (2 Weeks/Virtual Meeting #11— We will meet with City representative(s) to listen to specific expectations of the position; learn the background and experiences desired in the ideal candidate; and understand the organizational culture and interest to create an attractive Candidate Profile marketing brochure. Recruitment (5 Weeks) — Our main focus in outreach will be direct, personal contact with quality potential candidates. Additionally, ads will be placed in industry publications and social media to broadly market the Lopportunity. Our client agency is continuously updated on our progress. Recommendation of Candidates/Selection of Finalists (2 Weeks/Virtual Meeting #2) —A candidate packet will be provided to the agency that includes, among a variety of documents, a full listing of all candidates for review and the materials submitted by candidates recommended for an interview. Panel Interview Process (2 Weeks/Virtual Meeting #3) — Your recruiter will facilitate the interview process, inclusive of an orientation session at the beginning, and a discussion of candidates at the end. Qualification (1 Week) — Once a finalist is selected, a reference check and background check will be conducted. Assistance with negotiating compensation will also be provided. r MCKENNEY EXECUTIVE SEARCH OPTION 2: FULL RECRUITMENT - SEARCH SCHEDULE In today's competitive recruiting environment, our goal is to make the process as efficient and effective as possible. This scope of work and sample search schedule reflects a 14-week recruitment process, and can be tailored to achieve the desires of the City. Activity Time Frame Project Organization ✓ Conference call to discuss Search Timeline, Process and Logistics Pre -Recruitment Development of Candidate Profile ✓ Virtual Meeting#1 w/Client to discuss Candidate Profile ✓ Listen to Specific Expectations of Position ✓ Learn Background and Experiences desired in Ideal Candidate Two Weeks ✓ Develop Marketing Brochure and Obtain Client Approval ✓ Develop Advertising and Recruiting Plan Recruitment ✓ Recruiter focuses on Direct & Personal Outreach with Quality Potential Candidates ✓ Advertise, Network, and Electronically Post/Distribute Candidate Profile Up to 500 Identified Industry Professionals Five Weeks ✓ Post Opportunity on Firm's Website ✓ Respond to all inquiries and acknowledge all Resumes received within 48 hours ✓ Client will be Updated on Outreach Status and Progress Preliminary Interviews ✓ Recruiter Screens Resumes and Conducts Preliminary Internet Research on Candidates for any Areas of Concern Two Weeks ✓ Identify Leading Candidates and Request Supplemental Questionnaires ✓ Conduct Preliminary Phone Interviews with Leading Candidates Recommendation of Candidates/Selection of Finalist(s) ✓ Provide Client with Recommended Candidates Packet ✓ Virtual Meeting#2 to Provide Overview of Recommended Candidates Two Weeks ✓ Client Selects Finalist Candidate(s) for Finalist Interview Process ✓ Recruiter Notifies all Candidates of Status in Recruitment Process Finalist Panel Interview Process ✓ Facilitate Virtual Meeting #3: Panel Interviews ✓ Panel Interview includes a Panel Orientation and a Panel Debrief with City Manager and Panel Members Two Weeks ✓ Assist Client throughout Process and Provide Recommendations ✓ Client Selects the Leading 2-3 Finalists to bring back for In -Person Interview ✓ Director Conducts In -Person Interview w/Finalist(s) Qualification ✓ Conduct Background and Reference Checks on Selected Candidate One Week ✓ Provide Employment Agreement Negotiation Assistance, if desired by Client At the conclusion of the process, we kindly request that any written public announcement/press release of the appointment attribute the recruitment to Peckham & McKenney Executive Search. WKENNEY EXECUTIVE SEARCH OPTION 2: FULL RECRUITMENT - COST OF SERVICES Our fee to conduct the search process for your next Assistant Community & Economic Development Director is $25,500. makkua Sanhez, Marisa Sa hzz (May 14t 202410:01 PDT) Peckham & McKenney is unique among recruiting firms for several reasons including having a fixed all-inclusive fee. Over years of experience, we have found that an all-inclusive fee is simpler, cost-effective, and efficient. Our all-inclusive fee includes professional fees and expenses (out-of-pocket costs associated with advertising, consultant travel, administrative support / printing / copying / postage / materials, telephone / technology, partial background checks on recommended candidates, and full background check on selected finalist only). The fee quoted above is for a full recruitment process as described in The Search Process, including 3 days of meetings. The first virtual meeting (1 day) is to develop the Candidate Profile; the second virtual meeting (1 day) is to present recommended candidates; and the third virtual meeting (1 day) is to facilitate panel interviews. If the City requires a different payment schedule, this must be agreed upon within the contract. *If the City hires an additional candidate from among those recommended for another position within one year of the close of the recruitment, a fee of $5,000 will be charged to the City. Process of Payment • virtual Meeting itl: Kick-off Meeting to Discuss Candidate Profile, As a Listen to Specific Expectations of Position, Learn Background and Retainer to Experiences desired in Ideal Candidate Upon Cover • Candidate Profile Development First 1/3 of Execution Upfront and Develop Marketing Brochure and Obtain Client Approval Payment y . Develop Advertising and Recruiting Plan of Contract Necessary • Ad Placements, Post on Firm's Website, Social Media Outlets Expenses Electronically Post/Distribute Candidate Profile Up to S00 Identified Incurred Industry Professionals • Network & Personal Outreach • Respond to all inquiries and acknowledge all Resumes received within 48 hours 60 Days Invoiced 30 • Client Updates on Outreach Status and Progress Second after Days from • Screen Resumes 1/3 of Conducts Preliminary Internet Research on Top Candidates Payment Contract Contract Identify Leading Candidates and Request Supplemental Execution Execution Questionnaires • Conduct Preliminary Interviews with Leading Candidates • Respond to all Candidate inquiries • Provide Client with Recommended Candidates Packet WKENNEY EXECUTIVE SEARCH Continued... Second 1/3 of Pa ment y 60 Days after Contract Execution Invoiced 30 Days from Contract Execution • . • Virtual Meeting #2 to Provide Overview of Recommended Candidates Client Selects Finalist Candidate(s) for Finalist Interview Process Notify all Candidates of Status in Recruitment Process Virtual Meeting #3 to Facilitate Panel Interviews • Provide Orientation Session prior to Interviews and Debrief Session after the Interviews Final 1/3 90 Days Invoiced 60 . Assist Client throughout Process and Provide Recommendations of after Days from 0 Selection of Leading 2-3 Candidates for Further Consideration Contract Contract aAssist Client with candidate communication for final Interview with Payment Execution Execution City Manager • Background and Reference Checks, as needed • Provide Employment Agreement Negotiation Assistance, if desired by Client *If the retainer is not received by Peckham & McKenney within 30 days of execution of the agreement, P&M will suspend the recruitment process until payment is received. Agreement Peckham & McKenney is the operating name of City Management Advisors LLC, Anton Dahlerbruch, Managing Member. Insurance City Management Advisors doing business as Peckham & McKenney carries Professional Liability Insurance ($1,000,000 limit), Commercial General Liability Insurance ($2,000,000 General Liability, and $4,000,000 Products) and Automobile Liability Insurance ($1,000,000). Our Insurance Broker is B&B Premier Insurance Solutions, Agoura Hills, CA. Necessary insurance documentation will be provided to the City in a timely manner. FW MCKENNEY EXECUTIVE SEARCH GUARANTEE, COMMITMENT AND DIVERSITY STATEMENT OUR PLACEMENT GUARANTTEE We are pleased to share that the Peckham & McKenney success and placement record are particularly strong. We are confident that our recruitment process will result in a quality candidate that will stay in your employment. ✓ We will connect with you and our placement in 6 months and 1 year afterthe appointment, to check -in. ✓ *We will conduct a second search within 6 months of our search process for expenses only if a candidate is not placed. ✓ **If the placement vacates the position within 1 year from the date of accepting the offer, we agree to conduct a second search within 6 months of the vacancy for a reduced fee. I r- A J _e111 *It is unusual that we are unsuccessful in providing a placement or that the placement vacates the position within a year. In the unlikely event that no qualified candidates are identified as a result of the search efforts, and it is mutually agreed upon that the result is due to the search effort and/or process, we will extend the search for a second time for expenses only ($7,200). **If qualified applicants are not selected OR the selected candidate is separated from employment within one year after accepting the offer, a second search will be conducted for the discounted fixed fee of $16,250. (external candidates only, and except in the event of budgetary cutbacks, promotion, position elimination, or illness/death, etc.) AA THERE IS NO PLACEMENT GUARANTEE FOR PARTIAL RECRUITMENTS. OUR COMMITMENT TO YOU Time and again, we receive unsolicited comments from clients and candidates relating to our integrity and high ethics. ✓ We believe in honesty. No client should ever appoint an individual without being fully knowledgeable of the candidate's complete background and history. Additionally, no candidate should ever enter into a new career opportunity without full disclosure of any organizational "issues". ✓ We keep everyone involved in the recruitment process informed. Not only do we provide regular updates to our clients, we also have a reputation for keeping our candidates up to date. ✓ We do not recruit staff from our client agencies for another recruitment during an active engagement nor do we "parallel process" a candidate. MCKENNEY EXECUTIVE SEARCH ✓ We do not recruit our placements — ever. Should a placement of ours have an interest in a position for which we are recruiting, they may choose to apply. If they become a finalist, we ask that they speak to their supervisor to alert them of their intent. ✓ We are retained only by client agencies an only serve cities, counties and special districts. ✓ We do not over commit ourselves to too many searches. Your recruiter maintains a small, limited number of concurrent searches at all times in order to focus specifically and diligently on recruiting qualified candidates for your vacancy. ✓ We commit to diversity in its broadest possible definition in every aspect of each executive recruitment. OUR DIVERSITY STATEMENT Peckham & McKenney is committed to diversity in its broadest possible definition in every aspect of each executive recruitment our firm provides. We take pride in the placement of women and applicants of diversity and are known for long successful tenures of candidates selected by the agency. Peckham & McKenney does not discriminate on the basis of race, color, religion, creed, sex/gender, national origin/ancestry, disability, pregnancy, sexual orientation (including transgender status), marriage or family status, military status, or age. We are fully compliant with all applicable federal and state employment laws and regulations in all of our recruitments. For over 30 years, founder Bobbi Peckham has been a champion of women seeking executive leadership positions within local government. Through leadership positions in organizations, as a speaker at conferences, and in professional roles in city management, other members of our recruitment team additionally have a history of promoting diversity in local government positions. With our diverse team of Recruiters, Peckham & McKenney goes to great lengths to support, promote and advocate for diversity in the recruitment and hiring processes. fit• In addition to all other outreach methods, Peckham &McKenney routinely advertises with the National Forum of Black Public - Administrators (NFBPA), Local Government Hispanic Network (LGHN) and CivicPRIDE as well as the National Diversity Network, to ensure placement of your opportunity with the following online venues: ✓ African American Job Network ✓ Asian Job Network ✓ Disability Job Network ✓ Latino Job Network ✓ LGBT Job Network ✓ Retirement Job Network ✓ Veteran Job Network ✓ Women's Job Network WKENNEY EXECUTIVE SEARCH CLIENT REFERENCES Please feel free to contact any of the following current and recent clients to inquire about their experience with Peckham & McKenney and Executive Recruiter Maria Hurtado. In addition, we would be pleased to furnish the client contact and phone numbers for any past clients listed in this proposal. Ilr;� City of Martinez, CA — Community & Economic Development Director (2023) & Finance Director (2024) ✓ Michael Chandler, City Manager or My �y ✓ Lauren Sugayan, Assistant City Manager ✓ (925) 413-7358; mchandler@cityofmartinez.org ✓ (510) 798-7775; Isugayan@cityofmartinez.or� City of San Pablo, CA — Finance Director (2021), City Attorney (2022) & PW Director (2022) a • ✓ Matt Rodriguez, City Manager or ✓ Charles Ching, Assistant City Manager, ✓ (707) 386-8067; charlesc@sanpabloca.gov ✓ mattr@sanpabloca.gov City of El Cerrito, CA — Finance Director (2022) i✓ Karen Pinkos, City Manager or P✓ Alexandra (Alex) Orologas, Assistant City Manager EL CERRITO ✓ 510) 215-4302 ✓ aorologas@ci.el-cerrito.ca.us ✓ kpinkos@ci.el-cerrito.ca.us Napa County, CA — County Counsel (2022) ✓ Christina Briceno, Director of Human Resources ✓ (707) 253-4303; Christine.briceno@countyofnapa.org Peckham McKenney Proposal - ssistant Community Econ Dev Director Recruitment Final Audit Report 2024-05-14 Created: 2024-05-14 By: alissa curtin (alissa.curbn@cityofsanrafael.org) Status: Signed Transaction ID: CBJCHBCAABAAULVtHsDLNcE-O6HBPg5gDTkHi2LdZY3A "Peckham McKenney Proposal - ssistant Community Econ Dev Director Recruitment" History Document created by alissa curtin (alissa.curtin@cityofsanrafael.org) 2024-05-14 - 4:59:21 PM GMT C'y Document emailed to Marissa Sanchez (marissa.sanchez@cityofsanrafael.org) for signature 2024-05-14 - 4:59:31 PM GMT Email viewed by Marissa Sanchez (marissa.sanchez@cityofsanrafael.org) 2024-05-14 - 5:01:11 PM GMT &0 Document e-signed by Marissa Sanchez (marissa.sanchez@cityofsanrafael.org) Signature Date: 2024-05-14 - 5:01:27 PM GMT - Time Source: server Agreement completed. 2024-05-14 - 5:01:27 PM GMT Adobe Acrobat Sign EXHIBIT B INSURANCE REQUIREMENTS During the term of this Agreement, and for any time period set forth below, CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY insurance policies with respect to employees and vehicles assigned to the performance of Services under this Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage verifications as defined in this Exhibit B. A. Scope of Coverage. During the term of this Agreement, CONSULTANT shall maintain, at no expense to CITY, the following insurance policies: 1. Commercial general liability. 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. Automobile liability. An automobile liability (owned, non -owned, and hired vehicles) insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence. 3. Professional liability. 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 CONSULTANT's performance of services under this Agreement. Where CONSULTANT is a professional not required to have a professional license, CITY reserves the right to require CONSULTANT to provide professional liability insurance pursuant to this section. 4. Workers' compensation. If it employs any person, CONSULTANT shall maintain workers' 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. CONSULTANT's workers' compensation insurance shall be specifically endorsed to waive any right of subrogation against CITY. B. Other Insurance Requirements. The insurance coverage required of the CONSULTANT in subparagraph A of this section above shall also meet the following requirements: 1. Except for professional liability insurance or workers' 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 CONSULTANT'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 CONSULTANT'S policies shall be at least as broad as Rev 0822 B-1 ISO form CG20 0104 13. 3. Except for professional insurance, the insurance policies shall include, contractual liability and personal injury. liability insurance or workers' compensation in their text or by endorsement, coverage for 4. By execution of this Agreement, CONSULTANT hereby grants to CITY a waiver of any right to subrogation which any insurer of CONSULTANT may acquire against CITY by virtue of the payment of any loss under such insurance. CONSULTANT agrees to obtain any endorsement that may be necessary to effect 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 CONSULTANT under this Agreement. 9. CONSULTANT agrees to ensure that subcontractors, and any other party involved with the Services, who is brought onto or involved in the performance of the Services by CONSULTANT, provide the same minimum insurance coverage required of CONSULTANT, except as with respect to limits. CONSULTANT agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this Agreement. CONSUTLANT agrees that upon request by CITY, all agreements with, and insurance compliance documents provided by, such subcontractors and others engaged in the performance of Services will be submitted to CITY for review. 10. CONSULTANT agrees to be responsible for ensuring that no contract used by any party involved in any way with the Services reserves the right to charge CITY or CONSULTANT for the cost of additional insurance coverage required by this Agreement. Any 08 22 B-2 such provisions are to be deleted with reference to CITY. It is not the intent of CITY to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against CITY for payment of premiums or other amounts with respect thereto. C. Deductibles and SIR's. Any deductibles or self -insured retentions in CONSULTANT's insurance policies must be declared to and approved by the CITY 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 CONSULTANT shall procure a bond guaranteeing payment of losses and related investigations, claims administration, attorney's fees and defense expenses. D. Proof of Insurance. CONSULTANT shall provide to the PROJECT MANAGER 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 CONSULTANT. 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 the CITY. 08.22 B-3 RAFq�` i Ty WITH P CONTRACT ROUTING FORM INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below. TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER: Contracting Department: Human Resources Project Manager: Alissa Curtin for Marissa Sanchez Extension: 415.996.3280 Contractor Name: Peckham & McKenney Contractor's Contact: Maria Hurtado Contact's Email: maria@peckhamandmckenney.com ❑ FPPC: Check if Contractor/Consultant must file Form 700 Step RESPONSIBLE DESCRIPTION COMPLETED REVIEWER DEPARTMENT _ a. Email PINS Introductory Notice to Contractor DATE Check/Initial 1 _ Project Manager Click here to ❑ enter a date. b. Email contract (in Word) and attachments to City 5/14/2024 amc Attorney c/o Laraine.Gittens@cityofsanrafael.org 2 City Attorney a. Review, revise, and comment on draft agreement 5/15/2024 and return to Project Manager 5/15/2024 M NT b. Confirm insurance requirements, create Job on PINS, send PINS insurance notice to contractor ❑X NT 3 Department Director Approval of final agreement form to send to 5/17/2024 Mamc for contractor Forward three (3) originals of final agreement to MS _ ❑x amc 4 Project Manager 5/17/2024 contractor for their signature 5 Project Manager When necessary, contractor -signed agreement ® N/A agendized for City Council approval * *City Council approval required for Professional ❑ Services Agreements and purchases of goods and Or services that exceed $75,000; and for Public Works Click here to Contracts that exceed $175,000 enter a date. Date of City Council approval PRINT CONTINUE ROUTING PROCESS WITH HARD COPY 6 Project Manager Forward signed original agreements to City Attorney with printed copy of this routing form 7 City Attorney Review and approve hard copy of signed agreement 8 City Attorney Review and approve insurance in PINS , and bonds (for Public Works Contracts) 9 City Manager / Mayor Agreement executed by City Council authorized official 10 City Clerk Attest signatures, retains original agreement and forwards copies to Project Manager Asst C&ED Director PSA 2024 full doc Final Audit Report 2024-05-28 Created: 2024-05-20 By: alissa curtin (alissa.curtin@cityofsanrafael.org) Status: Signed Transaction ID: CBJCHBCAABAAa4jFOkogi9lLsVRdbbYzDuLfWdca9G4Z "Asst C&ED Director PSA 2024_ full doc" History Document created by alissa curtin (alissa.curtin@cityofsanrafael.org) 2024-05-20 - 4:04:39 PM GMT Ely Document emailed to Anton Dahlerbruch (tony@peckhamandmckenney.com) for signature 2024-05-20 - 4:05:12 PM GMT Email viewed by Anton Dahlerbruch (tony@peckhamandmckenney.com) 2024-05-20 - 5:30:43 PM GMT 6© Document e-signed by Anton Dahlerbruch (tony@peckhamandmckenney.com) Signature Date: 2024-05-20 - 5:31:54 PM GMT - Time Source: server E41 Document emailed to Laraine Gittens (laraine.gittens@cityofsanrafael.org) for approval 2024-05-20 - 5:31:58 PM GMT Email viewed by Laraine Gittens (laraine.gittens@cityofsanrafael.org) 2024-05-20 - 5:53:39 PM GMT 6© Document approved by Laraine Gittens (laraine.gittens@cityofsanrafael.org) Approval Date: 2024-05-20 - 5:57:29 PM GMT - Time Source: server El' Document emailed to Genevieve Coyle (genevieve.coyle@cityofsanrafael.org) for signature 2024-05-20 - 5:57:33 PM GMT Email viewed by Genevieve Coyle (genevieve.coyle@cityofsanrafael.org) 2024-05-28 - 4:54:27 PM GMT 6o Document e-signed by Genevieve Coyle (genevieve.coyle@cityofsanrafael.org) Signature Date: 2024-05-28 - 4:55:52 PM GMT - Time Source: server c'y Document emailed to City Clerk(city.clerk@cityofsanrafael.org) for approval 2024-05-28 - 4:55:56 PM GMT ES Adobe Acrobat Sign ,n Email viewed by City Clerk(city.clerk@cityofsanrafael.org) 2024-05-28 - 5:14:22 PM GMT b© Document approved by City Clerk(city.clerk@cityofsanrafael.org) Approval Date: 2024-05-28 - 5:14:31 PM GMT - Time Source: server �'� Document emailed to Cristine Alilovich (cristinea@cityofsanrafael.org) for signature 2024-05-28 - 5:14:36 PM GMT fl Email viewed by Cristine Alilovich (cristinea@cityofsanrafael.org) 2024-05-28 - 5:55:25 PM GMT b© Document e-signed by Cristine Alilovich (cristinea@cityofsanrafael.org) Signature Date: 2024-05-28 - 5:55:42 PM GMT -Time Source: server E'y Document emailed to City Clerk(city.clerk@cityofsanrafael.org) for signature 2024-05-28 - 5:55:46 PM GMT t Email viewed by City Clerk(city.clerk@cityofsanrafael.org) 2024-05-28 - 5:57:54 PM GMT b© Signer City Clerk (city. clerk@cityofsanrafael.org) entered name at signing as Brenna Nurmi (for) 2024-05-28 - 5:58:11 PM GMT b© Document e-signed by Brenna Nurmi (for)(city.clerk@cityofsanrafael.org) Signature Date: 2024-05-28 - 5:58:13 PM GMT - Time Source: server Agreement completed. 2024-05-28 - 5:58:13 PM GMT Adobe Acrobat Sign