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HomeMy WebLinkAboutCM Executive Team Offsite Session and On-Call ServicesAGREEMENT FOR PROFESSIONAL SERVICES BY AND BETWEEN THE CITY OF SAN RAFAEL AND THE CENTRE FOR ORGANIZATION EFFECTIVENESS FOR EXECUTIVE TEAM OFFSITE SESSION AND ON -CALL ORGANIZATIONAL DEVELOPMENT SERVICES This Agreement is made and entered into as of Oct 24, 2024 (the "Effective Date"), by and between the CITY OF SAN RAFAEL, a chartered California municipal corporation (hereinafter "CITY"), and THE CENTRE FOR ORGANIZATION EFFECTIVENESS, a California Joint Powers Authority (hereinafter "CONSULTANT"). CITY and CONSULTANT may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement." RFCITAT,S 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 those certain proposals, dated September 12, 2024 and July 18, 2024 ("Proposal") set forth in Exhibit A, which constitutes the basis for this Agreement. 2. 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 a fixed fee in an amount of $12,700 for Executive Team Offsite services and a not to exceed amount of $37,300 for on -call Organizational Development Services, as further described in Exhibit A, for a total amount not to exceed $50,000. 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. 3. 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 September 15, 2024 and terminate on September 15, 2025. 4. PROJECT COORDINATION. A. CITY'S Project Manager. City Manager, Cristine Alilovich, 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. Johanna Benson 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 parry'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. 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. CONSULTANT may use various assessments as part of the delivery of services under this Contract. Some of these assessments are copyrighted by third parties; some are proprietary tools developed by CONSULTANT. To ensure the validity of the data collected from self -assessments completed by individuals, CONSULTANT will only share those data with each individual respondent. In the case of assessments where the focus is a department or the entire organization, CONSULTANT and CITY will agree prior to the administration of the assessment which data will be shared with CITY. To ensure data validity and for other reasons, once assessment administration has begun, CITY may not alter the agreement about what data will be shared. CONSULTANT will retain ownership of assessment data to inform ongoing and future services to CITY. CONSULTANT will not share or otherwise distribute these data to any third party. 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. 8. 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 13, 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 v 08 22 3 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' 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 parry 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 08.22 4 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. 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: Cristine Alilovich 1400 Fifth Avenue San Rafael, CA 94901 15. INDEPENDENT CONTRACTOR. To CONSULTANT's Project Director: Greg Harkless, Chief Administrative Officer 3914 Murphy Canyon Road Suite Al64, San Diego, CA 92123 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. v 08 22 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, agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or other amounts. 18. WAIVERS. The waiver by either parry 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. 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. 08.22 6 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. [Signatures are on the following page. ] 08.22 7 IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. CITY OF SAN RAFAEL: R_ Cristine Alilovich (Oct 24, 202419:43 PDT) CRISTINE, ALILOVICH, City Manager APPROVED AS TO FORM: Office of the City Attorney Rvbes^t - EAd2 fk Robert F. Epstein (Oct 15, 202411:40 PDT) By: ROBERT F. EPSTEIN, City Attorney ATTEST: City Clerk Brenna Nurnni (lorl (Ott 28. 2024 :49 POT) LINDSAY LARA, City Clerk 08.22 8 CONSULTANT: Sommer K,hrh,0d a.— l :'a Pon By: The Centre for Organization E Name: Sommer Kehrli Title: Chief Executive Officer [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 THE CENTRE EXECUTIVE TEAM OFFSITE — OCTOBER 2024 FORORGANIZATION EFFECTIVENESS CSRFL002 Proposal September 12, 2024 Inspiring Excellence in Leaders and Organizations The Centre's purpose is to advance the public good by inspiring excellence in leaders at all levels in community -serving organizations —publicsector, nonprofit, education, andhealthcare—and by helping them positively affect people's lives. Since 1993, The Centre has partnered with hundreds of such organizations to drive important outcomes. We look forward to working with you on this important work. SCOPE The City of San Rafael has requested The Centre for Organization Effectiveness to provide consulting services in the form of an Executive Team Offsite, planned on October 10 & 11, 2024. Consulting services will include: • Intake & planning meeting with leadership to discuss session design • Design and facilitation of a two-day, in -person Executive Team Offsite o October 10-11, 2024 • Administration of Table Group's Five Behaviors (Lencioni's Model) Team Assessment (12 assessments) • One hour debrief meeting with leadership & a written summary of session outcomes Travel expenses to support in -person facilitation of the offsite session (10/10 & 10/11) are included in this scope of work. All other services outlined are intended to be conducted virtually. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com CONSULTANTS JARAE BIRKELAND, M.A (JoRae is currently traveling, her full availability will be known by the end of the week) JaRae Birkeland has a diverse background of education and experiences that she uses to connect with leaders across a variety of industries. Her background is in the areas of leadership, mindfulness, coaching, outdoor education, organizational transformation, project management and group dynamics. JaRae's passion for leadership, mindfulness and the great outdoors took her all around the world leading a variety of experiential education programswithan emphasis in leadership development, team buildingand large-scale sustainable initiatives in corporate environments. She has been to 6 continents, 35 countries and all 50 states. In addition to her global experience, JaRae has years of project management experience designing and developing adult learning and working spaces with a focus on the impact of spatial design on organizational culture. JaRae has trained and coached leaders in a variety of organizations including government, construction, education, healthcare, entrepreneurial start- ups and non -profits. JaRae completed her Master's degree in Leadership Studies with a certification in Executive Leadership Coaching at the University of San Diego. Her Masters research focused on integrating mindfulness and self -compassion leadership training into corporate workplace environments. JaRae holds a number of certifications in behavioral assessment instruments such as the Workplace Big 5, Firo-B, Innovation Strengths Profile Indicator, Challenge of Change Resilience Assessment, Change Style Indicator, Influence Style Indicator and the 360 Degree Benchmark Assessments. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com CONSULTANTS JESSICA YAFFA, S.A., CPC Jessica Yaffa has dedicated her professional life to helping individuals, teams, and organizations shift the way they view, talk about, and address relationships. Jessica specializes in relationship building, conflict resolution, creating psychological safety, and establishing effective communication. She holds a Bachelor of Arts Degree in Sociology from the University of San Diego, as well as being a Certified Professional Coach, trained by The World Coaching Institute. Jessica also possesses level 1 Imago training and is a CRAFT coach. Her work spans over a 20-year period where Jessica has served in administrative, leadership, direct service, and organizational development capacities. These roles have included the hiring, training, and leading of teams, a long with establishing strategic partnerships to establish and execute plans related to staff retention, expansion of business goals, creating high performing teams, and client satisfaction. She has traveled the countryas a keynote presenterto treatment centers, mental health professionals, first responders, hospitals, attorneys, universities, and government agencies. Jessica has launched two separate certification programs of her own, training other professionals to become experts in effective communication techniques, positive communication styles, conflict resolution, boundary setting and building cohesive connection. These training programs have been sought out by over 100 organizations including but not limited to the United States Military, Starbuck's Corporate Headquarters, the NFL, MIT, Michigan State University, UCSB, University of Utah, Service Now, YPO and the National District Attorney's Association. Jessica is a 2-time published author. And has been featured in several publications including The New York Post, Darling Magazine, Thrive Global, The Washington Post and Outreach Magazine as well as KPBS, KUSI, NBC, CBS, The Doctors, and FOX. She is one of the nation's leadingexperts on building and maintaining healthy relationships, Jessica inspires a movement to create authentic connections and spaces of thriving in both our work and personal endeavors. When she is not impacting the lives of others, she is spending time with her husband, Travis, of 15 years, traveling and enjoying her two of her favorite things: coffee and sweets. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com CONSULTANTS Keivin Jenkins, MBA, ACC, MBTI Kelvin Jenkins has a passion for helping stakeholders and teams discover their strengths, develop trust -based relationships, and find breakthroughs to push past current challenges toward desired outcomes. Kelvin is a leadership development coach and master facilitator with over 15 years of experience helping future leaders, organizations, and teams tap into their full potential. He's worked hand in hand with the smartest people in the rooms to help them navigate the real -world people dynamics facing their organizations and teams, successfully bringing about the necessary changes to propel business initiatives forward. Kelvin has a background as a sociologist whose initial career path was heavily focused on emergency medical support and youth education. His early career consisted of volunteer emergency department support, EMT work, non-profit youth development, and consu merinterest problem -solving. His transition into the leadership development space took place while working fora technology startup focused on developing a solution for equipping individuals with the power to be the CEOs of their lives. Kelvin's MBA focus was on globalization and innovation, with a desire to understand how to change the global leadership market and redefine what a "successful" leader looked like. This led him to take on leadership and consulting roles for the largest not -for -profit health plans in the US, where he directly worked with the C-suite leadership team, SVPs, VPs, directors, senior managers, middle managers, and emerging leaders. His experience over the years as a speaker in events sponsored by Wells Fargo, You Are A CEO, and SFSU, as well as being a sought-after thought partner and coach in the development of talent and leadership pipelines in large -cap and start-up organizations, has given him the ability to help bridge generational gaps across industries. Kelvin holds an MBA with an option in global innovation, a sociology degree, is an ICF ACC Credentialed Coach, is a Myers -Briggs Certified (MBTI) practitioner, Gallup Strengths Coach (StrengthsFinder), is certified in Leadership Circle Profile (LCP), Patient Care Improvement System Certified (Lean), Leadership Development Coach, Speaker, and PADI Certified Scuba Diver. Kelvin has worked with clients such as lifeskills411, Best Buy, Kaiser Permanente, The Physician Medical Group, CaISTRS, Bad Robot Games, MEP Enterprises, and The Urban Crafter. Kelvin understandsthe importance of working with people from the lens of their unique needs. He uses his knowledge and experience to determine clearly what is necessary to build solutions that last. When Kelvin is not partnering and supporting clients you will find him scuba diving, off-roading, spending time with his wife, or working to serve his community. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com COST ESTIMATE The cost estimate for this project is $12,700. Support requested by the Client that extends beyond the scope of this proposal will be billed at an hourly rate of $335. Additional materials and expenses, if any, will be billed at cost. BILLING All projects are billed on a net-30 basis. This project will be billed on the schedule below. Any charges in addition to those outlined in this scope that result from Client requestswill be billed on the first subsequent installment. The Centre reserves the rightto amend this billing schedule if the project is placed on hold (e.g., the client opts to pause work), or if the client and The Centre mutually agree to rescope the project. The Centre will submit invoices to the person or people listed below. Please notify your Centre Project Manager if any of the information is inaccurate. Billing Contact(s): Cristine Alilovich Email Addresses(s): Cristine.Alilovich@cityofsanrafael.org TERMS AND CONDITIONS • If additional support is requested beyond this scope, a new proposal will be required. • If additional materials are requested, those will be billed at cost. • The client will provide the location, all A/V equipment, flipchart stand/paper (as needed), and food. • If the scope extends pastJune 2025, the client will be invoiced for services rendered through June 2025 and the remaining services upon the next project installment or upon completion of the project • This proposal and pricing are valid through 6/30/25. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com R Aq P F �1 • toll o Y WITH p' Request for Information For Organizational Development Services Submitted by: THE CENTRE FORORGANIZATION EFFECTIVENESS Point of Contact: Sommer Kehrli, Ph.D., Chief Executive Officer 3914 Murphy Canyon Road #A164 San Diego, CA 92123 Skehrli@tcfoe.com Direct: (8S8) 94S-0413 Fax: N/A Page 2 of 16 July 18, 2024 THE CENTRE FOR ORGANIZATION EFFECTIVENESS John Stefanski City Hall 1400 Fifth Avenue San Rafael, CA 94901 Subject: Request for Information for Organizational Development Services To Mr. Stefanski and Team. I am writing in response to your notice Requesting Information for Organizational Development Services, as advertised by the City of San Rafael. On behalf of The Centre for Organization Effectiveness (The Centre), I would like to express our interest in partnering with you to deliver high -quality services tailored to meet your needs. The Centre, which was founded in 1993, is a Joint Powers Authority committed to advancing the public good by inspiring excellence in leaders at all levels in community -serving organizations. With our expertise in Training and Organizational Development, we offer a comprehensive range of services aligned with the requirements outlined in your RFI. We possess a proven track record in the Leadership Development and Organizational Development space. Whether in -person or virtual, our team is adept at leveraging the latest technology to ensure a seamless and impactful experience. We create programs whether it be a training module, coaching engagement, or team offsite that are tailored to meet diverse organizational needs ultimately looking at the big -picture desired outcomes, e.g., culture change, strategic plan goals, change management. etc. The Centre understands the importance of evaluating the effectiveness of its programs to gauge their impact on organizational development. We have a robust evaluation framework in place that enables us to assess program outcomes and make data -driven recommendations for improvement. By selecting The Centre, you will gain a trusted partner committed to your success. We bring a wealth of experience, a strong commitment to excellence, and a deep understanding of the unique needs of public sector organizations. Our team of professionals is passionate about helping our clients achieve their goals and improve overall performance. We appreciate the opportunity to submit a summary of our capabilities for Organizational Development services to the City of San Rafael. We are confident that our comprehensive approach, tailored services, and commitment to evaluating and adapting to change make us the ideal partner for your organization. We look forward to the possibility of collaborating with you and contributing to the growth and development of your workforce. Thank you for considering our proposal. Should you require any additional information or clarification, please do not hesitate to contact me at (858) 945-0413 or skehrli@tcfoe.com. We eagerly anticipate the opportunity to discuss our partnership in more detail. Sincerely, Sommer Kehrli, Ph.D. Chief Executive Officer The Centre for Organization Effectiveness The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com Page 3 of 16 TABLE OF CONTENTS If viewing digitally, click on a header to jump to that section. A. COMPANY OVERVIEW 4 B. SERVICE OFFERINGS 4 C. QUALIFICATIONS AND EXPERIENCE 7 D. APPROACH AND METHODOLOGY 14 E. RATES, ESTIMATES, AND BILLING 15 F. ADDITIONAL INFORMATION 16 G. AGREEMENT & INSURANCE REQUIREMENTS 16 The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com Page 4 of 16 A. COMPANY OVERVIEW About The Centre The Centre for Organization Effectiveness, founded in 1993, is a Joint Powers Authority operating throughout California, whose purpose is to Advance the Public Good. As a leading consulting firm specializing in Training and Organizational Development, with a dedicated team and talented network of consultants, we have been serving cities and counties across California for more than 30 years. Proudly, we have been in good standing with no contract disqualifications throughout our organization's history. Our headquarters are stationed in San Diego, and we have consultants located throughout the state of California. Our extensive experience in the field sets us apart. We have successfully collaborated with many cities and counties in California and many other types of public agencies to provide consultative services tailored to their unique needs. Our services range from designing and facilitating customized academies, workforce development trainings, strategic planning, organizational assessments, community engagement, survey and interview design, executive team support, board and council workshops, and both individual and group coaching support. At The Centre, we excel at understanding the specific requirements of each agency we work with. We have proven expertise in identifying organizational needs and developing comprehensive Training and Organizational Development programs that align with our clients' goals. We understand the importance of incorporating the organization's specific approach to performance and ensure that our programs are thoughtfully and strategically designed to address an agency's needs while maximizing the potential for success. The Centre's headquarters are located at 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123, under the leadership of Chief Executive Officer Sommer Kehrli, who can be reached at skehrli@tcfoe.com. B. SERVICE OFFERINGS Organizational Development Services offered by The Centre shall include, but are not limited to: a) Coaching Support: The Centre offers personalized professional coaching services tailored to individuals' specific workload demands and skill development needs. Coaching support is available for individuals at all organizational levels, ensuring that each participant receives suitable guidance. The focus of the coaching can be developmental, outlining specific goals to focus on, or transitional supporting an individual's onboarding or transition process. At times, coaching support is combined with other organizational development services, such as teambuilding or change management efforts. Coach placements are based on various factors, including experience and coaching approach, to foster a relationship built on trust and respect. The standard coaching package includes tailored placements, intake meetings, nine hours of one-on-one coaching, and alignment meetings with the participant's supervisor. Custom packages are also available, reflecting The Centre's commitment to enhancing leadership skills and meeting organizational objectives through personalized coaching. Each coaching project considers the participant's specific needs as it relates to the person's knowledge, skills, and current abilities. Coaching projects span on average four to six months depending upon the agreed upon cadence between the coach and participant. The Centre's common practice is sessions that occur every 2-3 weeks to support steady momentum and growth. The Centre coaches pride themselves on being available and flexible based on the business needs of the participant. The alignment meetings between the coach, coaching participant, and coachee's supervisor are designed to gain agreement, establish expectations, and support the The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com Page 5 of 16 maintenance of behavioral improvement after the project has been completed. The Centre's program managers work closely with the client (city) to provide continuous updates during the engagement and final feedback on the participant's progress/status. The Centre will offer recommendations for the integration of assessments during the coaching project on a case -by -case basis. The Centre has found it highly effective to conduct coaching sessions virtually; however, accommodation can be made for in -person support as needed. b) Team Development, Team Building, and Group Facilitation: Recognizing the vital role of team building in organizational success, The Centre offers tailored sessions on various leadership development topics, including communication, relationship -building, and many others, to enhance collaboration, trust, and morale among public sector teams. These interactive sessions feature activities, self-awareness assessments, problem -solving exercises, and open dialogue to enhance synergy and productivity. Participants explore team dynamics, communication strategies, and conflict -solving techniques tailored to the needs or opportunities of the specific department or team. Facilitators guide groups in trust -building and understanding each member's role in achieving shared objectives. With a focus on real -world scenarios, these sessions offer practical insights for improved team performance and a culture of collective success. Other group facilitation efforts use similar techniques and are designed based on the desired outcomes, e.g., improved communication among departments needing to collaborate more, organization -wide communication forums, etc. To confirm impact and effectiveness in team and group facilitations, The Centre will commonly recommend in -person facilitation and uses a QR Survey system for immediate feedback and input on programs from participants. c) Change Management: In the public sector, change is constant and complex. The Centre works with individuals, teams, and organizations at all levels to foster collaboration, shared vision, and effective decision -making during times of change. Starting from the top of the organization working with executive teams, The Centre helps these high-level leaders make the right, thoughtful and critical decisions necessary to support the community they serve. Using proven change management models and methods, The Centre assists individuals and groups to deepen relationships, improve communication, and align priorities so that change is manageable and successful. With tailored experiences designed to meet specific organizational goals, these change management efforts play a crucial role in equipping leaders with the skills to navigate complex challenges and drive positive outcomes for communities. Examples of the change management efforts The Centre has supported include changes within elected bodies, executive leadership transitions, large scale culture change, department specific staffing changes, organizational restructures, strategic plan creation and execution, technology changes/implementation, customer service initiatives, and employee engagement efforts with communication strategies. d) Conflict Resolution/Interventions: When individuals, teams, or entire departments are struggling it impacts the entire organization. Departmental challenges can hinder collaboration and communication. The Centre understands that effective interdependence is crucial for organizational success and partners with highly experienced consultants who specialize in mediation and conflict resolution. The Centre offers expertise to help individuals, teams, and departments face the unique challenges that range from changes in leadership, resource constraints, shifting priorities or directives, and public scrutiny or accountability for performance. Through carefully designed interventions staff can: • Overcome obstacles and identify areas for improvement • Gain consensus and implement effective solutions The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com Page 6 of 16 • Focus on streamlining processes and enhancing communication After an initial intake meeting with the client, these interventions often involve some element of discovery (such as individual interviews, focus groups, or a customized survey) to better understand the nuance of the situation. There is also an analysis to determine how the team or department needing support fits into the larger organizational system and structure. The solution to these types of situations varies and can include elements of coaching, facilitated team sessions and/or assessments, creation of interdepartmental working agreements, etc. e) Assessments: The Centre offers assessments to support client growth and development. These tools raise self- awareness and provide valuable insights into strengths and opportunities for individuals, teams, leaders, and organizational structures. With a tailored approach, The Centre utilizes assessments to identify areas for improvement and customize leadership development initiatives. Benefits include: Impactful Results: These tools enhance leadership effectiveness, cultivate positive workplace cultures, improve performance, and align development efforts with strategic goals. • Comprehensive Support: The Centre offers individual support, team sessions, and cultural integration using various assessments through expert consultants. • Strengths -Based Approach: Emphasizing strengths -based awareness and development, we help clients optimize their potential. The Centre's consultant partners offer expertise in a vast array of assessment tools including, but not limited to: CliftonStrengths, MBTI, FIRO-B, DISC, 41VIAT, Influence and Change Style Indicators, 5 Dysfunctions of a Team Assessment, Lean Six Sigma, 360-degree assessments, employee engagement survey, and more. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com Page 7 of 16 C. QUALIFICATIONS AND EXPERIENCE Consulting Services Team The Centre partners with a diverse group of highly experienced practitioners and consultants to provide our clients with exceptional organizational development services. Consultants from The Centre's talent pool are leveraged for different projects depending on their educational background and expertise, relevant experience, and general fit for the given project. These experts include Leadership Consultants, Executive Coaches, Management Trainers, Organizational Psychologists, Business/Public Sector Professors, Human Resources Professionals, Authors, Change Management Consultants, Diversity and Inclusion Experts, and more. The Centre takes great care in assembling a project team and ensuring both expertise and availability for the specific project scope and timeline. Full resumes for each consultant are provided with each specific project for review and approval by the client. Overseeing the consultative process for all projects are Sommer Kehrli, CEO, and Deanna Potter, Director of Growth and Development. Their biographies are included below. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com Page 8 of 16 BIOGRAPHY: Sommer Kehrli, Ph.D. Sommer Kehrli has been the Chief Executive Officer for The Centre for Organization Effectiveness since 2010. Her background includes leading large-scale change management and employee engagement efforts, strategic and business planning, facilitating executive retreats and teambuilding workshops, coaching leaders of all levels, designing training programs, conducting research, and creating assessment instruments. Sommer has designed several development programs for executives, middle managers, supervisors, and front-line employees. Sommer's presentation expertise is in performance improvement and measurement, strategic agility, emotional intelligence, generational differences, employee engagement, strengths -based leadership, and change. Sommer is a TalentSmart master certified trainer and facilitator in Emotional Intelligence as well as CliftonStrengths. Sommer's research on global business and her extensive travels give her an expansive view of business abroad. She has studied in Austria, the factories of Thailand, and the maquiladoras of Mexico. Sommer has experience in both the private and public sectors. She has worked with local and state government, pharmaceutical companies, healthcare organizations, and universities. Prior to this role, Sommer worked at Kaiser Permanente in Northern California as the Director of Performance Improvement and as an Organization Development Consultant. In these roles, she was responsible for creating an organizational culture change in a multi -union environment with a focus on improving performance through employee engagement, effective leadership, front-line improvement teams, and measurement in both hospital and clinic settings. Sommer has been a guest presenter to the International City/County Management Association, American Society for Public Administration, International Public Management Association for Human Resources, National Management Association, Chamber of Commerce, Association for Talent Development, and the Annual Water Agencies Conference. Sommer has also been a panelist for "Leadership Matters", a weekly radio program for public sector and non-profit leaders. She co-authored an article for HR Magazine titled, "Managing Generation Y" and for The Joint Commission Journal titled, "Kaiser Permanente's Performance Improvement System, Part 1: From Benchmarking to Executing on Strategic Priorities". Sommer has a Ph.D. and master's degree in industrial/organizational psychology from the California School of Professional Psychology and a Bachelor of Science in Psychology from Santa Clara University. Sommer is a fellow in the UCSF - Center for Health Professions Change Agent Program. Sommer is also the 2018 Woman to Watch award recipient from the San Diego Connected Woman of Influence Awards. Over the last several years, Sommer has consulted to various organizations such as San Diego County, Napa County, San Luis Obispo County, City/County of San Francisco, City of Chula Vista, City of National City, City of Berkeley, City of San Diego, SANDAG, Contractors State License Board, California State Teachers Retirement System (CaISTRS), Los Angeles County Employee Retirement Association (LACERA), San Diego County Water Authority, Helix Water District, Western Municipal Water District, Orange County Sanitation District, GE, the Hudson Group, BP, Yum! Brands, Southern California Edison, Dexcom, Kaiser Permanente, UCSD Health System, San Diego State University, and Grossmont and Cuyamaca Colleges. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 1 619-354-5701 / tcfoe.com Page 9 of 16 BIOGRAPHY: Deanna Potter, M.A. Deanna Potter is the Director of Growth and Development for The Centre for Organization Effectiveness. She has more than twenty-five years of experience in individual coaching and group training courses designed to improve communication skills and organizational results. She is a speaker, trainer, coach, and author who has consulting experience in both the private and public sectors. She understands the demands and importance of balancing an organization's key performance objectives against the welfare of the individuals within the organization. She has generated organizational models and systems that focus on process improvements, innovative workflow methods, and practices that improve communication and increase workload capacity. Her noteworthy background includes various leadership positions, consulting projects, and presentations with organizations such as CAPPO, San Diego Housing Commission, Western Municipal Water District, City of San Diego, County of San Luis Obispo, City of Carlsbad, CaISTRS, Trilogy Financial, California Association of Realtors, Hartford Insurance, Orange County Sanitation District, SANDAG, National Institute for Governmental Purchasing (NIGP), and County of San Diego. Deanna has held positions as Division Project Manager, HR Staffing Specialist, Division Training Coordinator, Customer Service Manager, Sales Certification Manager, Consumer Affairs Specialist, and Broker CEO. She has been a team leader for nationwide projects over multiple locations, has led new system implementations, supervised performance enhancement procedures, managed the creation of quality assurance projects and led teams of more than 245 staff members. In 2015, Deanna co-founded and co -launched SUE Talks. A series of events throughout Southern California promoting the professional journeys of women leading in business. During which time she coached individuals through the process of crafting a compelling message and building confidence to present from the stage. Deanna received her bachelor's degree in communication from the University of San Diego and her master's degree in organizational leadership from Point Loma Nazarene University. Her areas of expertise include Leader as Coaching, Presentations for Elected Officials, Team Effectiveness, Communication Skill Development, Productivity Improvement, Systems Enhancement, Leadership Development, Executive Team Facilitation, Hybrid Workforce Assimilation, Positive Psychology, and CliftonStrengths training/development. Deanna has conducted numerous keynote presentations for conventions, conferences, and organizations around many topics and has highlighted her book, From Distress to Success, which outlines the 3 Key Choices critical to moving through challenges and obstacles. Deanna understands the challenges facing employees and leaders in today's fast paced world. She uses her knowledge to help others systematize and prioritize their responsibilities for greater success. In addition to the specific projects listed below, we have recently supported cities such as Arroyo Grande, Belmont, Berkeley, Chula Vista, Del Mar, El Segundo, Encinitas, Escondido, Fairfield, Fremont, Imperial Beach, Kingsburg, Lake Elsinore, Moorpark, Morro Bay, Murrieta, Napa, Newport Beach, Palm Springs, Paso Robles, San Diego, San Francisco, Santa Maria, Sunnyvale, Vista, West Sacramento, and countless others. We have also been engaged in various projects to support agencies and regional bodies responsible for broad impact in the Central Coast Region. We also support various public agencies, including counties, water districts, sanitation districts, retirement agencies, transportation agencies, housing authorities, school districts, high education colleges and universities, and state agencies across California. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com Page 10 of 16 In addition to the specific projects listed below, we have recently supported cities such as Arroyo Grande, Belmont, Berkeley, Chula Vista, Del Mar, El Segundo, Encinitas, Escondido, Fairfield, Fremont, Imperial Beach, Kingsburg, Lake Elsinore, Moorpark, Morro Bay, Murrieta, Napa, Newport Beach, Palm Springs, Paso Robles, San Diego, San Francisco, Santa Maria, Sunnyvale, Vista, West Sacramento, and countless others. We have also been engaged in various projects to support agencies and regional bodies responsible for broad impact in the Central Coast Region. We also support various public agencies, including counties, water districts, sanitation districts, retirement agencies, transportation agencies, housing authorities, school districts, high education colleges and universities, and state agencies across California. Reference #1 Client City of San Luis Obispo-990 Palm Street, San Luis Obispo, CA 93401 Project Citywide Training and Organization Development Support Contact Diana Federico Human Resources Analyst dfederic@slocity.org (805) 783-7863 Dates Annually (2018-Present) Budget $150,000 annually Consultants Sommer Kehrli, Deanna Potter, Brian Beamish, Connie Weiss, David Agran, JaRae Birkeland, Jessica Yaffa, Kymberly Garrett, Rachel Jeffres, Richard Marks, et al. Scope The Centre has been supporting the City of San Luis Obispo's leadership development efforts for a four- year contract period. Services include: • Gallup CliftonStrengths Sessions: Facilitated sessions to boost employee performance and engagement using Gallup CliftonStrengths, providing both in -person and virtual training. • DISC Communication Training: Delivered DISC communication training to enhance effectiveness and collaboration across city departments, providing both in -person and virtual training. • Leadership Coaching: Offered coaching to leaders at all levels, empowering them with skills and strategies for organizational success and personal growth through various engagement formats. • Executive Offsites and City Council Goal -Setting Sessions: Facilitated executive offsites and city council goal -setting sessions for strategic planning and alignment to achieve key objectives. • Leadership Development Programs: Conducted City Council Support, Supervisors Academies, and Management Academies to develop leadership capabilities and foster continuous improvement. • Collaborative Training Initiatives: Developed and delivered targeted training programs focusing on topics such as DE&I, project management, high-performance teams, and more to promote collaboration and continued learning among staff. • Business Writing Seminars: Presented business writing seminars, both virtually and in -person, to enhance city staff's written communication skills. • Employee Engagement Surveys: Performed comprehensive employee engagement surveys to identify areas for improvement and increase overall employee satisfaction. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com Page 11 of 16 Reference #2 Client City of San Diego-600 B. Street, Suite 1200, San Diego, CA 92101 Project Citywide Training and Organization Development Support Contact Liz Barat People & Organization Development Manager ebarat@sandiego.gov (805) 783-7863 Dates Annually (1993-Present) Budget $100,000 annually Consultants Sommer Kehrli, Deanna Potter, Brian Beamish, Connie Weiss, Janette Williams, JaRae Birkeland, Steve Romano, Ted Kniker, Tracy Stayton, et al. Scope The Centre has been supporting the City of San Diego's leadership development efforts since 1993. Services include: • Certified Public Manager® Program (CPM): Graduated numerous participants from The Centre's Supervisors, Managers, and Leadership Academies, completing the required 300 hours of study by the National Certified Public Manager® Consortium to earn the CPM certificate. The Centre is the exclusive provider of the CPM program in California. • Gallup Clifton5trengths Sessions: Facilitated sessions to enhance employee performance and engagement using Gallup CliftonStrengths, offering both in -person and virtual options. • Leadership Coaching: Provided coaching to leaders at all levels, equipping them with the skills and strategies needed for success through various engagement formats. • Executive Offsites and City Council Goal -Setting Sessions: Facilitated executive offsites and city council goal -setting sessions for strategic planning and alignment. • Challenge of Change Session: Facilitated "Challenge of Change" sessions, using an evidence -based assessment to measure rumination levels and identify factors that impact overall resilience and response to change. • Conflict Resolution Support: Provided professional conflict resolution assistance to departments, addressing workplace disputes through training on effective communication, interpersonal relationships, and best practices in conflict management. • Teambuilding Workshops: Designed and facilitated engaging teambuilding workshops aimed at strengthening team dynamics, improving communication, and fostering a collaborative and positive work environment. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com Page 12 of 16 Reference #3 Client County of San Luis Obispo-1055 Monterey Street, San Luis Obispo, CA 93408 Project Countywide Training and Organization Development Support Contact Mark McKibben Principal Human Resources Analyst mmckibben@co.slo.ca.us (805) 781-5959 Dates Annually (2014-Present) Budget $285,000 annually Consultants Sommer Kehrli, Deanna Potter, David Agran, Connie Weiss, Jessica Yaffa, Kymberly Garrett, Rachel Jeffres, Brian Beamish, Richard Marks, JaRae Birkeland, et al. Scope The Centre has been providing various training programs and other support to address issues that were identified by a comprehensive needs assessment. • Supervisors Academy: Successfully delivered a comprehensive training program tailored specifically for supervisors, focusing on leadership development, effective management practices, and enhancing supervisory skills. The program, offered in both virtual and in -person formats, was designed to meet the identified needs of our county client through a thorough needs assessment. • Management Academy: Implemented a dynamic and results -driven training program targeting mid -level managers within the county organization. The Management Academy equipped participants with the essential tools and knowledge to excel in their managerial roles, addressing key areas such as strategic thinking, decision -making, team management, and organizational effectiveness. • S.T.A.R.T. (Supervisors Transition and Readiness Training): Conducted in -person and virtual trainings to support newly promoted managers in their transition to a supervisory role. By addressing critical questions regarding the expectations and challenges of being a supervisor, S.T.A.R.T. facilitated a smooth transition and ensured the success of newly appointed managers. • Foundations in Excellence (FIE) Academy: Conducted in -person and virtual training programs for employees who aspire to become supervisors in the future. FIE provided a comprehensive learning experience, equipping participants with fundamental tools, concepts, and best practices necessary for effective leadership. • Human Resources Teambuilding: Conducted engaging and interactive team -building sessions specifically tailored for the county's HR executives. These sessions fostered a positive and collaborative work environment, strengthening team dynamics, enhancing communication skills, and promoting effective leadership within the HR department. • Employee Engagement Survey: Administration and analysis of Employee Engagement Survey with support on communication and implementation plans. • Executive Offsites with CAO's Office and Department Head Leadership Team related to team dynamics, strategic planning, support of workforce, etc. • Upcoming projects for FY24-25 include FIE, START, Supervisor Academies, Management Academy, coaching, and specific department support. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 1 tcfoe.com Page 13 of 16 Reference #4 Client Project Contact Contact Dates Budget Consultants Scope County of Napa-1195 Third Street, Napa, CA 94559 Training Academies and Organization Development Support Christine Briceno Director, Human Resources christine.briceno@countvofnapa.org (707)253-4303 Kevin Lemieux Staff Services Manager kevin.lemieux@countyofnapa.org (707) 253-4000 Annually (July 2023-Present; similar bodies of work occurred pre-COVID, as well) $375,000 annually Sommer Kehrli, David Agran, Connie Weiss, Jessica Yaffa, Kymberly Garrett, Melanie Klinghoffer, Steve Romano, Tracy Stayton, Richard Marks, JaRae Birkeland, et al. The Centre provided the following support: • Professional Coaching: Offered virtual tailored coaching services to meet individual workload demands and skill development needs. • Team -Building Efforts: Supported in -person and virtual team -building activities focused on collaboration, communication, and relationship -building for enhanced performance. • Supervisors Academy: Conducted a five-day, in -person academy to improve the skills of first- and second -line supervisors and front-line leaders. • Meeting Facilitation: Provided in -person meeting facilitation to improve team dynamics, build leadership skills, and enhance morale. • Management Academy: Led an eight -day, in -person academy to support middle managers and their teams, focusing on the enhancement of leadership skills. • Executive Offsites: Organized offsites and department head sessions for strategic planning and alignment to meet key objectives. • Virtual Strengths Session: Designed and facilitated interactive virtual strengths sessions to help participants identify and explore their unique strengths through activities such as self -reflection and guided discussions. • Departmental Interventions: Supported interventions to improve interdependence, overcome obstacles, and implement effective solutions within departments. • Upcoming projects for FY24-25 include Supervisor Academies, Management Academy, department head offsites, and specific department support. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com Page 14 of 16 D. APPROACH AND METHODOLOGY The Centre embraces the philosophy of "partnership", not "vendorship." It is a mindset of cultivating collaborative and mutually beneficial relationships with public sector organizations that focuses on a strategic and long-term approach rather than transactional or short-term engagements. The Centre's approach recognizes that working with external partners, both clients and consultants, goes beyond a mere buyer -seller dynamic and seeks to establish a genuine partnership based on shared goals, trust, and collaboration. The Centre utilizes a structured consulting approach to manage engagements and deliver high -quality services. From the initial intake conversation with our client partners, deep dialogue and understanding of the issue at hand helps The Centre to identify the most effective path forward for impactful results. Through weekly project placement meetings, The Centre team carefully considers the details of each client request to match that need with the best consultant. By assigning a dedicated Program Manager, each project is given personal attention to ensure its success. The Centre's standard consulting process provides the client with a detailed proposal describing the project services, a cost estimate with payment installments, and a detailed biography of all consultants supporting the project. Approval for each project is required by the client before work begins. The Centre provides an extensive range of consulting services tailored to address the diverse needs of public sector organizations, teams, and individuals. The Centre team helps navigate organizational complexities to foster transformative change and sustainable growth. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com Page 15 of 16 E. RATES, ESTIMATES, AND BILLING The cost for The Centre's services is calculated on a project -by -project basis and vary depending upon the specific elements within each scope of work. The Centre operates based on an hourly client rate which is multiplied by the hours of anticipated services for each project. Support requested by the Client that extends beyond the scope of a proposal will be billed at the current hourly rate. Additional materials and expenses outside of a scope, if any, are billed at an additional cost. All projects are billed on a net-30 basis following the execution of services. Larger projects are billed in installments made mutually agreeable by both The Centre and the client. Below is a chart that demonstrates the hourly rate by level of expertise. ROLE TYPE FISCAL YEAR 24-25 RATES Sr. Consultant Rate (Example tasks: program facilitation and design, $335 per hour strategic planning, coaching) i Jr. Consultant Rate (Example tasks: report development, data analysis, $155 per hour instructional tool design) Program Manager Rate (Example tasks: assessment administration, project $115 per hour planning) This rate varies depending on the specialized service Specialized Consultant Rate requested. This is typically when support is needed related to workplace violence or threat assessment and can range from $350-$575 per hour. As appropriate, travel and materials/assessments will be included in the scope of work as each project is requested. Annually, The Centre Board reviews the hourly rates for services in each role type and evaluates the market environment; and adjusts the rates accordingly. Historically this increase is between 3-5%. As a public sector entity, The Centre is conscientious and sensitive to raising rates beyond what is necessary each year. The Centre for Organization Effectiveness / 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com Page 16 of 16 F. ADDITIONAL INFORMATION Sustainability The Centre mitigates its effect on the environment in its daily operations and when planning and executing projects. Emissions Reduction The Centre adopted a hybrid work model four years ago, which reduces the organization's aggregate monthly commute by more than 10,000 miles. The Centre further reduces emissions by recruiting consultants throughout the state and by bundling projects and providing services remotely, when possible, all of which reduce the need for travel. Energy Reduction With our leaseholder's permission, the Centre disconnected its office from the building's automatic HVAC system to ensure that the space is only being heated and cooled while it is occupied, which is rare due to our hybrid work model. Materials Reduction To facilitate the shift to a hybrid work model, the Centre has converted its daily operations from paper to digital, which dramatically reduced the consumption of paper. The Centre is in the process of implementing a Learning Management System (an online portal for the posting and distribution of teaching materials), which will replace hardbound learning materials distributed to clients. The Centre's Digital Catalog In pursuit of its purpose to Advance the Public Good, The Centre works closely with our partners to create custom, strategic approaches to organizational excellence. The Centre offers an extensive library of programs and services that meet the needs of community -serving organizations throughout California. Our services are detailed in The Centre's Digital Catalog, which is located on our website at www.tcfoe.com. G. AGREEMENT & INSURANCE REQUIREMENTS The Centre approves the provisions included in the City's Standard Professional Services Agreement, with exception to the following: • 10. Indemnification. The references to the city's negligence in part A of the indemnification clause are unlike the wording used in our other client contracts. Rather than requesting a redaction of this section, The Centre would request the opportunity to confer with legal counsel about its implication before approving any final contracts. • 20. Business License & Tax. The Centre is a tax-exempt government entity, therefore, we would apply for an exemption, if possible. • Exhibit B.2. Automobile Liability. The Centre does not own any vehicles, and as such, does not carry Symbol 1 (owned auto) insurance, but does carry Symbols 8 (hired auto) & 9 (non -owned auto). o We'd ask to strike the reference to "owned automobiles." The Centre for Organization Effectiveness 13914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 / 619-354-5701 / tcfoe.com 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 (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. 08.22 B- I ISO form CG20 0104 13. 3. Except for professional liability insurance or workers' 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, 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 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 TCFOE Org Development Director Retreat Agreement Final Audit Report Created: 2024-10-02 By: Bernadette Sullivan (bemadette.sullivan@cityofsanrafael.org) Status: Signed Transaction ID: CBJCHBCAABAAsKmVNg6CLzm-WNnZg9-89b2bQg5xt-AH 2024-10-04 "TCFOE Org Development Director Retreat Agreement" History Document created by Bernadette Sullivan (bernadete.sullivan@cityofsanrafael.org) 2024-10-02 - 4:26:39 PM GMT E7. Document emailed to Sommer Kehrli (skehrli@tcfoe.com) for signature 2024-10-02 - 4:26:56 PM GMT Email viewed by Sommer Kehrli (skehrli@tcfoe.com) 2024-10-04 - 11:46:37 PM GMT 6© Document e-signed by Sommer Kehrli (skehrli@tcfoe.com) Signature Date: 2024-10-04 - 11:48:44 PM GMT - Time Source: server 0 Agreement completed. 2024-10-04 - 11:48:44 PM GMT 13 Adobe Acrobat Sign 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: City Manager's Office Project Manager: Cristine Alilovich Extension: Contractor Name: The Centre for Organization Effectiveness Contractor's Contact: Greg Harkless Contact's Email: gharkless@tcfoe.com ❑ FPPC: Check if Contractor/Consultant must file Form 700 Step RESPONSIBLE DESCRIPTION COMPLETED REVIEWER DEPARTMENT DATE Check/Initial 1 Project Manager a. Email PINS Introductory Notice to Contractor Click here to ❑ enter a date. b. Email contract (in Word) and attachments to City 9/16/2024 Attorney c/o Laraine.Gittens@cityofsanrafael.org 2 City Attorney a. Review, revise, and comment on draft agreement 9/16/2024 and return to Project Manager 9/16/2024 ❑X NT b. Confirm insurance requirements, create Job on PINS, send PINS insurance notice to contractor ® NT 3 Department Director Approval of final agreement form to send to 10/24/2023 contractor 4 Project Manager Forward three (3) originals of final agreement to 10/7/2024 contractor for their signature ® N/A 5 Project Manager When necessary, contractor -signed agreement agendized for City Council approval * *City Council approval required for Professional Services Agreements and purchases of goods and services that exceed $75,000; and for Public Works Contracts that exceed $175,000 Or Date of City Council approval PRINT CONTINUE ROUTING PROCESS WITH HARD COPY 6 Project Manager Forward signed original agreements to City 10/07/24 BS Attorney with printed copy of this routing form City Attorney 7 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 TCFOE Org Development Director Retreat Agreement - signed Final Audit Report Created: 2024-10-10 By: Nataly Torres (nataly.torres@cityofsanrafael.org) Status: Signed Transaction ID: CBJCHBCAABAAxepQuelfSre0GDT2vQMdJlUgnzWkMsZw 2024-10-28 "TCFOE Org Development Director Retreat Agreement - signed" History Document created by Nataly Torres (nataly.torres@cityofsanrafael.org) 2024-10-10 - 9:53:14 PM GMT- IP address: 199.88.113.8 P► Document emailed to Laraine Gittens (laraine.gittens@cityofsanrafael.org) for approval 2024-10-10 - 10:01:15 PM GMT Email viewed by Laraine Gittens (laraine.gittens@cityofsanrafael.org) 2024-10-10 - 10:52:55 PM GMT- IP address: 104.47.65.254 dQ Document approved by Laraine Gittens (laraine.gittens@cityofsanrafael.org) Approval Date: 2024-10-10 - 10:59:39 PM GMT - Time Source: server- IP address: 199.88.113.8 P4 Document emailed to rob.epstein@cityofsanrafael.org for signature 2024-10-10 - 10:59:41 PM GMT Email viewed by rob.epstein@cityofsanrafael.org 2024-10-15 - 6:40:16 PM GMT- IP address: 73.170.94.56 bQ Signer rob.epstein@cityofsanrafael.org entered name at signing as Robert F. Epstein 2024-10-15 - 6:40:33 PM GMT- IP address: 73.170.94.56 &Q Document e-signed by Robert F. Epstein (rob.epstein@cityofsanrafael.org) Signature Date: 2024-10-15 - 6:40:35 PM GMT - Time Source: server- IP address: 73.170.94.56 P+ Document emailed to city.clerk@cityofsanrafael.org for approval 2024-10-15 - 6:40:37 PM GMT Email viewed by city.clerk@cityofsanrafael.org 2024-10-15 - 6:57:45 PM GMT- IP address: 104.47.65.254 glf� SAN RAFAEL Adobe 11-CN I Acrobat Sign &o Signer city.clerk@cityofsanrafael.org entered name at signing as Brenna Nurmi 2024-10-15 - 6:57:55 PM GMT- IP address: 199.88.113.8 60 Document approved by Brenna Nurmi(city.clerk@cityofsanrafael.org) Approval Date: 2024-10-15 - 6:57:57 PM GMT - Time Source: server- IP address: 199.88.113.8 �'► Document emailed to cristine.alilovich@cityofsanrafael.org for signature 2024-10-15 - 6:57:59 PM GMT Email viewed by cristine.alilovich@cityofsanrafael.org 2024-10-25 - 2:40:06 AM GMT- IP address: 64.154.139.226 '► New document URL requested by cristine.alilovich@cityofsanrafael.org 2024-10-25 - 2:40:10 AM GMT- IP address: 64.154.139.226 60 Signer cristine.alilovich@cityofsanrafael.org entered name at signing as Cristine Alilovich 2024-10-25 - 2:43:43 AM GMT- IP address: 72.194.56.226 iSQ Document e-signed by Cristine Alilovich (cristine.alilovich@cityofsanrafael.org) Signature Date: 2024-10-25 - 2:43:45 AM GMT - Time Source: server- IP address: 72.194.56.226 y Document emailed to city.clerk@cityofsanrafael.org for signature 2024-10-25 - 2:43:47 AM GMT Email viewed by city. clerk@cityofsanrafael.org 2024-10-25 - 3:47:32 PM GMT- IP address: 67.169.52.201 60 Signer city.clerk@cityofsanrafael.org entered name at signing as Brenna Nurmi (for) 2024-10-28 - 2:49:24 PM GMT- IP address: 199.88.113.8 60 Document e-signed by Brenna Nurmi (for) (city.clerk@cityofsanrafael.org) Signature Date: 2024-10-28 - 2:49:26 PM GMT - Time Source: server- IP address: 199.88.113.8 Agreement completed. 2024-10-28 - 2:49:26 PM GMT SAN RAFAEL '—"Y Adobe Acrobat Sign