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HomeMy WebLinkAboutCM On-Call Organizational Development ServicesAGREEMENT FOR PROFESSIONAL SERVICES BY AND BETWEEN THE CITY OF SAN RAFAEL AND MUNICIPAL RESOURCE GROUP, LLC FOR ON-CALL ORGANIZATIONAL DEVELOPMENT SERVICES This Agreement is made and entered into as of Dec 10, 2024 (the "Effective Date"), by and between the CITY OF SAN RAFAEL, a chartered California municipal corporation (hereinafter "CITY"), and MUNICIPAL RESOURCE GROUP, LLC, 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 July 19, 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 CONSULTANT for all materials provided and services rendered by CONSULTANT at the unit rates and rates per hour for labor, as set forth in Exhibit A, for a total amount not to exceed Rev 08 22 $50,000. CONSULTANT will bill City on a monthly basis for Services provided by CONSULTANT during the preceding month, 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 October 30, 2025. 4. PROJECT COORDINATION. A. CITY'S Project Manager. Angela Robinson Pinon 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. Mary Egan, Chief Executive Officer 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. TERMINATION. A. Discretionary. Either party may tenninate 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. 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. 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. 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, v 08 22 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. 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: Angela Robinson Pinon Assistant City Manager 1400 Fifth Avenue San Rafael, CA 94901 15. INDEPENDENT CONTRACTOR. To CONSULTANT's Project Director: Mary Egan, Chief Executive Officer MRG, LLC 8788 Elk Grove Blvd. Ste. L, Elk Grove, CA 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 X0922 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 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 tern, 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 tern, 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. 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 6 [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: 6¢ A"11-11( Cristine Ali lovich (Dec 10, 2024 23:07 PST) CRISTINE ALILOVICH, City Manager APPROVED AS TO FORM: Office of the City Attorney Rd6eYt P. C-0a&C;W Robert F Epstein (Dec 9,202421:32 PST) By: ROBERT F. EPSTEIN, City Attorney ATTEST: City Clerk Emma Ncowi (�o`) Brenna Nuirri ((orl (Dec 11.20240'f.3.9. T LINDSAY LARA, City Clerk vos22 8 CONSULTANT: A� Eoati By: 12/02/2024 Name: Mary Egan Title: CEO [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 MRG July 19, 2024 City of San Rafael John Stefanski Assistant City Manager 1400 Fifth Avenue San Rafael, CA 94901 Sent via email: John.Stefanski@citvofsanrafael.org RE. Submittal to RFI for Organization Development Services Dear John, Municipal Resource Group, LLC is pleased to submit a proposal to assist the City of San Rafael with Organizational Development Services. It has been our pleasure to support San Rafael through the years with various consulting projects and we greatly value our relationship. Our comprehensive organizational development services are designed to enhance the capabilities and effectiveness of your city's leadership and staff at all levels. We offer executive coaching to empower top leaders with the skills and insights needed for strategic decision-making and visionary leadership. Our mid - manager coaching focuses on developing the competencies of middle -tier leaders to ensure they can effectively manage teams and drive departmental success. Through team building and workshop facilitation, we foster collaboration, communication, and a strong organizational culture. Our change management consulting helps your city navigate transitions smoothly, minimizing disruption and maximizing the adoption of new initiatives. Additionally, our conflict resolution services provide strategies and mediation to address and resolve workplace disputes, promoting a harmonious and productive environment. MRG has built our practice around helping our clients identify core issues impacting performance and organizational health and developing effective strategies for removing these barriers. We consider these engagements an opportunity to work with staff, to help them grow and develop, and to ensure they fully understand the recommendations and rationale for change. MRG believes in the power of development through coaching and training. We are "no surprises" consultants and work with the leadership to co - create a path forward to meet desired outcomes and impact. We look forward to the opportunity to discuss our qualifications and experience with the City in greater detail. Respectfully submitted, l Mary Egan, Chief Executive Officer MRG, LLC egan@solutions-mrg.com 916-261-7547 8788 Elk Grove Blvd. Ste. L, Elk Grove, CA 866-774-3222 www.Solutions-MRG.com TABLE OF • TABLEOF CONTENTS...................................................................................................................................2 SECTION I — COMPANY OVERVIEW..............................................................................................................3 SECTION II —SERVICE OFFERINGS................................................................................................................5 EXECUTIVECOACHING...........................................................................................................................................5 MID -MANAGER COACHING....................................................................................................................................7 TEAM BUILDING & WORKSHOP FACILITATION......................................................................................................8 CHANGE MANAGEMENT CONSULTING................................................................................................................10 CONFLICTRESOLUTION........................................................................................................................................11 EMPLOYEE PERFORMANCE MANAGEMENT........................................................................................................13 GOVERNANCE / STRATEGIC PLANNING...............................................................................................................13 SECTION III --TEAM MRG QUALIFICATIONS & EXPERIENCE.....................................................................14 SECTION IV -- REFERENCES........................................................................................................................14 SECTIONV — COST OF SERVICE..................................................................................................................15 SECTION VI —CONTRACTUAL INFORMATION............................................................................................16 Attachments: Attachment A — MRG Consultants with Organizational Development Expertise Attachment B — MRG Consultants with Training & Development Expertise Attachment C — MRG Additional Training Programs with Detail Attachment D — MRG Executive Coaching & Training Brochure Attachment E —Certificate of Insurance MRG, LLC 2 SECTION • 'AOVERVIEW Established in 2009, MRG is a full-service consulting firm dedicated to assisting local government clients in achieving their strategic goals in Leadership Development, Organizational Development and Assessments, Coaching, Training, Human Resource Services, Investigations, and general consulting assistance. We have over 70 affiliated consultants engaged in technical, leadership, and organizational support for public and private agencies throughout California. Our team is comprised of highly skilled professionals with hundreds of years of combined experience in addressing various challenges faced by local governments. At MRG, our affiliated consultants have held executive and upper management positions in public agencies (City Managers, County Executives, Assistant City Managers, Health & Human Services Directors, Police Chiefs, Fire Chiefs, Community Development Directors, Public Works Directors, Human Resources Directors, Parks & Recreation Directors, Utilities Directors, City Clerks, and more). This wealth of firsthand experience uniquely positions us to provide insightful and effective solutions tailored to the specific needs of our clients. In addition to our consultancy services, MRG offers a range of professional coaching, leadership, and training programs. Our cadre of professional coaches and trainers is committed to empowering executives, managers, and employees with the skills and knowledge necessary for success in today's dynamic government landscape. A listing of our full services and our experienced consultants can be found on our website at www.Solutions-MRG.com. Firm Name: Municipal Resource Group, LLC ("MRG') Address: 8788 Elk Grove Blvd, Ste. L, Elk Grove CA 95624 Contract Mailing Address: PO Box 561, Wilton CA 95693 Website: www.Solutions-MRG.com CEO/Contract Executor: Mary Egan Telephone Number: (916) 261-7547 Email: egan@solutions-mrg.com Vice President/Project Director: Cathy Capriola Telephone Number: (916) 257-3287 E -Mail: ccapriola@solutions-mrg.com Year Established: 2009 Type of Organization: Limited Liability Company Certifications: California Multiple Award Schedules (CMAS) Women -Owned Small Business (WOSB) Range of Services Provided: Appointed Official Evaluations and Facilitations, Human Resources Services, Workplace Investigations, Project Management, Financial Management and Fiscal Sustainability, Organizational Assessments, Project Management, Strategic Planning, Program and Policy Review, Recreation, Parks and Community Service, Public Safety Studies, Surveys, Training, Leadership Development, Coaching, Mediation Similar Projects Completed: 500+ City of San Rafael — Organizational Development RFI MRG, LLC MRG Consulting Philosophy As a consulting firm, MRG connects talented consultants to assignments to meet clients' needs. MRG differentiates its work based on the following principles. Trusted Advisors MRG prides itself on building long-term relationships with clients who turn to MRG for guidance and expertise. We work as "trusted advisors," working directly with the leadership of organizations to help them manage their complex organizations and adjust to change that is constantly knocking on the door. Commitment to Public Service We have also chosen to focus our work on local, regional & state agencies that are delivering public service to communities. We understand that our client's work is important and impactful and our goal is to help organizations do that work with more grace and better I effectiveness and efficiency. �A it Trusted Advisor 1 Commitment to Public Service Partnership for Impact Management Practitioners + Leadership Coach Strategic Organizational Development Partnership for Impact As seasoned executive leaders ourselves, we have no interest in writing reports that sit on shelves or are not reality -based for action. MRG needs to work in a consultative partnership directly with management for organizational impact to occur. We see our role as true partners with the leadership team to work productively to help you find solutions for actionable impact in your organization. Team of Management Practitioners + Executive Leadership Coach Today's organizations require a robust understanding of people and teams, plus talented management, and leadership. The key to an organization's success is the integration of management, which creates value (efficiency, effectiveness, empowerment), and leadership which inspires change and a collective vision. By bringing a consultant team with management plus leadership coaching expertise, MRG can deliver tools, perspectives, and paradigms for the continued growth and support of an organization's leadership team. Strategic Organizational Development Organizations are complex, multi -faceted organisms that take time and strategy to develop and shape. While employees are focused on delivering services, there is "care and feeding" of the organization, structure, and systems that need to be done to support the workforce, mold culture, and deliver services/mission. MRG brings deep organizational development and human resources experience to transform and help organizations continue to invest in their operations' strategic, and hands-on development. City of San Rafael — Organizational Development RFI MRG, LLC 3N II — SFRVICF r MRG seeks to provide its clients with professional transformational services. MRG has over fifteen years of experience providing training, organizational development, human resources assistance, and the full scope of local government management services. As you will hear from our client references, we deliver modern, thoughtful, and strategic recommendations that reflect our client's values and priorities. We have extensive experience helping government agencies develop, coach, and assess their organizations. MRG has extensive experience in virtually all areas outlined within the RFP. We have grouped the listed service areas of interest to the City below along with a summary of our experience and qualifications. • Executive Coaching ■ Mid -Manager Coaching • Team Building & Workshop Facilitation ■ Change Management Consulting • Conflict Resolution EXECUTIVE COACHING MRG places a strong emphasis on executive and leadership development, recognizing the critical role that effective leadership plays in organizational success. Our tailored coaching and mentoring programs are designed to empower executive -level leaders to reach their full potential, enhance their leadership skills, and drive positive change within their teams and organizations. Our executive coaching focuses on leadership development and strategic advising to enhance overall executive capabilities. Specifically, our executive coaching programs focus on the following approaches: ■ Leadership Development: Coaches work on enhancing leadership qualities such as strategic planning, decision-making, communication, problem -solving, and team management. ■ Strategic Advising: Providing guidance on strategic initiatives, long-term planning, and effective resource allocation. ■ Performance Enhancement: Identifying areas for improvement and developing action plans to address weaknesses and leverage strengths. ■ Personal Growth: Encouraging self-awareness and emotional intelligence to improve overall leadership effectiveness. MRG is proud of our seasoned, public -sector practitioner coaches who understand the landscape and duties of local government executives. In addition, our certified professional executive coaches possess expertise in leadership development assessments and help executives grow and lean into their own strengths and talents while bolstering their areas of improvement. MRG's certified coaches can work directly with executives for a multi -month coaching program or they can augment with our practitioner coaches by facilitating 2-3 focused sessions utilizing various leadership assessment tools and learning modules. Below are some of the coaching/leadership development programs that we utilize with executive and mid -manager coaching. City of San Rafael — Organizational Development RFI MRG. LLC Leadership Circle —The Leadership Circle is an advanced leadership development framework that combines comprehensive assessment tools with a robust -- developmental model. It evaluates leaders on two primary dimensions:�— Creative Competencies, which drive effective leadership, and Reactive //, `Of"p`TF F: Tendencies, which can hinder success. This self-assessment and 360- degree assessment provides deep insights into a leader's behaviors, thought patterns, and underlying assumptions. By highlighting the interplay between their inner world and outward behavior, the Leadership Circle helps leaders enhance their self-awareness, " emotional intelligence, and overall effectiveness. It is widely used to cultivate transformational leadership, foster personal growth, and improve organizational performance. Enneagram -- The Enneagram is a personality typing system that identifies nine distinct personality types, each representing a unique pattern of thinking, feeling, and behaving. Rooted in ancient wisdom and modern psychology, the Enneagram provides deep insights into the core motivations, fears, and desires that drive each type. By understanding their Enneagram type, individuals can gain greater self-awareness, uncover their strengths and areas for growth, and improve their relationships with others. The Enneagram is often used for personal development, coaching, and team building, as it fosters empathy and effective communication, promoting a more harmonious and productive environment. DISC -- DiSC is a comprehensive personality assessment tool that helps individuals understand their behavior and communication styles within a work environment. Based on the DiSC model, which categorizes behavior into four primary types— Dominance, Influence, Steadiness, and Conscientiousness—this tool provides detailed insights into each individual's strengths, preferences, and potential areas for growth. By learning about their own DiSC style and those of their colleagues, individuals can improve teamwork, communication, and overall workplace harmony. Everything DiSC is widely used in leadership development, team building, and conflict resolution, enabling organizations to create more effective and cohesive teams. Sparketype -- Sparketype is a framework that identifies the core drivers of work that give irid ividuaIs a deep sense of purpose and fulfillment. It categorizes people into distinct types, or "Sparketypes," based on their intrinsic motivations TYPE and the activities that make them feel most alive and engaged. These Sparketypes help individuals understand what truly sparks their passion and satisfaction in their professional lives, guiding them toward roles and projects that align with their natural inclinations. By embracing their Sparketype, people can enhance their productivity, creativity, and overall well-being, leading to more meaningful and satisfying careers. City of San Rafael — Organizational Development RFI MRG, LLC Examples of Similar Services Provided: • City of Palo Alto, City Manager Executive Coaching & Strategic Advising • City of Pleasanton, City Manager Executive Coaching & Strategic Advising • City of Alameda, City Manager Executive Coaching & Strategic Advising + other Directors • City of Redwood City, Coaching in Community Development, City Clerk, City Attorney ■ Placer County, CEO Executive Coaching • University of the Pacific, Executive Coaching ■ University of California, Davis, Executive Coaching, Interim Dean & Provost • Cosumnes Community Services District, Executive Coaching General Manager, Chief of Staff, and Parks and Recreation Director MID -MANAGER COACHING At MRG, we specialize in coaching mid -managers in local government to successfully transition to higher leadership roles. Our tailored programs equip mid -managers with the essential skills and strategies needed to navigate the complexities of municipal administration and drive impactful change. Our coaching programs can include personalized assessments, interactive workshops, advising and supporting on real work and projects, and one-on-one coaching, ensuring that participants are not only ready to step into senior roles but also excel in them, ultimately enhancing the overall performance and efficiency of the city's administration. Specifically, our mid -manager coaching delivers the following: • Role Transition: Assisting newly promoted managers in understanding their new responsibilities and expectations to gain confidence and skills. • Skill Development: Focusing on essential skills such as delegation, leadership communication (up, down, and sideways), project management, time management, and performance management/staff accountability. • Confidence Building: Providing encouragement and feedback to help new managers build confidence in their abilities. • Networking and Support: Helping new managers establish a support network within the organization for continued growth and advice. Examples of Similar Services Provided: ■ City of Calistoga, Technical Finance Coaching • City of West Hollywood, Mid -Manager Training, Coaching, and Leading Your Team Training • City of Salinas, Department Head and Manager Coaching ■ City of Elk Grove, Police Dispatch Coaching ■ City of Palo Alto, Department Head and Manager Coaching • Eastern Municipal Water District, Director Level Coaching City of San Rafael — Organizational Development RFI MRG, LLC TEAM BUILDING & WORKSHOP FACILITATION Team Building/ Development: MRG offers numerous team development and team building programs that are available off the shelf or we can also create a customized program to fit the City's needs. MRG training sessions are highly customizable user-oriented events, centered around a specific theme or topic. Programs vary in length and schedule based on customer needs/curriculum; duration can be as short as one half-day to easily implemented, once-a-month sessions occurring over a year. Courses can be held in-person, online or hybrid and are perfect for teams looking to gain new skills, communicate/collaborate more effectively, or repair dysfunction. Workshop Facilitation At MRG, we understand that employees at different levels face unique challenges and require tailored training and development support. For example, we recognize that supervisors and lead workers often need to transition into roles where they delegate tasks and develop their supervisory skills. Once these skills are mastered, they can focus on broader organizational systems and culture. At the senior leader level, the emphasis shifts to strategic thinking, management skills, collaboration, and setting the organizational tone. Our instructor-led training approach is unique, inspiring personal accountability for growth and fostering camaraderie among participants. We prioritize creating high levels of trust and interconnectedness within your organization as a natural outcome of our programs. MRG training programs are highly experiential and interactive, grounded in the latest adult learning theory and neuroscience research. We integrate principles that enhance learning absorption, behavior change, and habit formation into the core of our programs. Moreover, we are committed to being positive change agents, addressing social and emotional barriers to change within organizations. By understanding and overcoming resistance, we help drive meaningful transformation and growth. MRG also offers expert facilitation services for meetings and retreats, whether they are internal sessions or involve public engagement. With our consultants' extensive expertise, we can ensure that your meetings and retreats are productive, engaging, and aligned with your objectives. Furthermore, we know how to do effective stakeholder and community engagement. Our consultants are skilled in designing and executing public processes that effectively gather input, build consensus, and foster meaningful dialogue. We can help assemble and guide task forces to address complex issues or initiatives, ensuring that diverse perspectives are considered, and decisions are reached. Whether you're seeking to involve community members in decision-making processes or gather feedback on a proposed project, MRG can design and facilitate the engagement process to ensure its success. Examples of Completed Proiects: Team Building / Workshops ■ Santa Cruz County, Department of Human Services, DISC Assessment/Team Building ■ Contra Costa County, Building a High Trust Workplace / Generations in the Workplace / Working Genius ■ Contra Costa Housing Authority, HERO Customer Service Training City of San Rafael — Organizational Development RFI MRG, LLC ■ City of Fairfield, Supervisory & Leadership Training / Supervisory Bootcamp • City of Pleasanton, Working Genius Team Building & Leadership Training ■ City of Milpitas, Leadership Training • City of Palo Alto, Leading your Team During a Crisis / Maximize Work Group Effectiveness • City of Roseville, DISC Management Training / Education Development University Training • City of West Hollywood, Building High Trust Workplace Training • City of Yuba City, Coaching for Excellence ■ Yuba Water Agency, Coaching for Excellence ■ City of Elk Grove, Mentorship Training Program ■ City of Walnut Creek, Coaching for Excellence ■ City of Alameda, Executive Coaching & Facilitation of Retreats Public Facilitation • City of Long Beach, Public Works Strategic Workshop • City of Los Altos, Police Policy Review City/Civilian Task Force ■ City of Lathrop, Police Department Development and Public Engagement ■ Town of Los Altos Hills, Standing Committee Process Improvement • City of Modesto, Parks and Recreation Fund Development and Implementation Below are descriptions of some workshops, trainings, and team development programs that MRG offers. Coaching for Excellence I A program designed by Claire Laughlin to improve leadership abilities through a coaching style of management. Regardless of skill level, a coaching style of management benefits both the employee and the organization while delivering surprising results in performance management or succession planning. Cornerstone training program provides a new lens for supervisor and manager training. Working Genius I Patrick Lencioni's Working Genius model categorizes six distinct types of work-related genius that individuals possess in varying degrees: Wonder, Invention, Discernment, Galvanizing, Enablement, and Tenacity. Each type represents a different way people naturally contribute to the success of a team or project. By identifying which types of genius come naturally to team members, organizations can align tasks and roles to maximize efficiency and satisfaction. This framework fosters a deeper understanding of team dynamics and enhances overall performance. Very effective development and team building program. Building a High -Trust Workplace I A course building critical group dynamic and communication skills—how to strengthen bonds to improve the workplace atmosphere, engagement, creativity, and resiliency. One of our most popular programs. LX EVOLVE I A comprehensive leadership course developed by MRG and Claire Laughlin covering topics like Building Credibility as a Leader, Managing Conflict, Prioritizing, Planning, & Goal Setting, and more. An essential playbook of leadership strategies complete with City of San Rafael — Organizational Development RFI MRG, LLC opportunities to network, trouble shoot and gain valuable feedback. This is a powerful team building program when numerous team members are enrolled together. Coaching for Succession I A program that leverages Cal-ICMA's succession planning toolkit by adding focused coaching skill -building sessions. The goal is to provide practice and coaching because leaders still need coaching skills to ensure that conversations with their high -potential employees are engaging and that they lead employees toward clear goals and structured development opportunities. Professional Development I Time management, work/life balance, professional writing, effective communication, public speaking, collaboration, team building, etc. Interpersonal Skills I Emotional intelligence, dialectical behavior models, self-awareness, mindfulness, wellness, decision-making, interpersonal effectiveness, stress management, resilience, emotion regulation, and related topics as may be appropriate. Customer Service I Customer service in public agencies, active listening, customer awareness and advocacy, de-escalation, difficult customers, providing excellent customer service in a culturally diverse community, public service ethics, etc. Supervisory, Management, and Executive Development I Team building and development; effective meetings management; performance management; supervising in a unionized environment; team dynamics; staff planning and effective hiring practices; change management; project management; defining and delegating tasks; supervisory ethical considerations in public agencies; leadership skills; strategic planning; innovative and critical thinking; process improvement, etc. Performance and Personal Effectiveness I Coaching, mentoring, motivational supervision, partnering with staff, collaborative decision-making, building consensus, fostering, and changing cultures and environments, etc. CHANGE MANAGEMENT CONSULTING MRG has deep experience in helping organizations change culture and implement change management initiatives. Often, MRG is hired to perform an organizational assessment or support an organizational change. During this process, we identify organizational change initiatives including organizational structure, processes, culture, strategy, and performance. Assessment efforts involve gathering data through various methods such as surveys, interviews, observations, and document reviews to gain insights into how the organization operates and where improvements can be made. With this knowledge, we help leadership create, review, design, and evaluate paths forward. MRG's change management program for local government can include specific initiatives designed to ensure a smooth and effective transition based on what is needed. 1. Stakeholder Engagement and Communication Plan: Develop a comprehensive communication strategy to keep all stakeholders informed and engaged. This includes regular updates, feedback loops, and public forums to address concerns and gather input. Communication is the cornerstone to any change management effort in order to convey information, direction, alignment and build trust. City of San Rafael — Organizational Development RFI MRG, LLC 2. Leadership Alignment Workshops: Conduct workshops to ensure alignment on the vision, goals, and strategies for the change. This fosters a unified approach and strong leadership support throughout the transition. 3. Change Readiness Assessment: Perform an in-depth assessment to gauge the organization's readiness for change, identifying potential resistance points and areas requiring additional support. 4. Training and Development Programs: Create customized training programs to equip employees with the necessary skills and knowledge for the new processes and systems. This includes both technical training and soft skills development. 5. Pilot Programs: Implement pilot programs in select departments or areas to test new processes and gather insights before a full-scale rollout. This helps identify potential issues and refine the approach. 6. Continuous Improvement Teams / Strike Teams: Establish cross -functional teams dedicated to monitoring progress, addressing challenges, and making ongoing improvements throughout the change process. 7. Feedback and Recognition Mechanisms: Set up systems to collect feedback from employees and stakeholders regularly. Recognize and reward individuals and teams who contribute positively to the change effort, fostering a culture of support and participation. 8. Sustainability Planning: Develop strategies to ensure the changes are sustainable in the long term. This includes creating documentation, establishing governance structures, and embedding new practices into the organizational culture. Examples of Similar Services Provided: Assessments & Change Management Work Plans ■ Sacramento County, Finance Department Assessment • Sacramento County, Department of Health Services Operations Consulting Services ■ Sacramento County, Personnel Department Assessment • Sacramento County, Department of Waste Management, Culture Change Initiative ■ Solano County, General Services Department Organizational Assessment • Sutter County, Development Services Department Assessment/Organizational Culture ■ City of Berkeley, Employer of Choice Citywide Assessment • City of San Rafael, Assessments in City Attorney's Office, HR, Emergency Services • City of Palo Alto, Library Assessment • University of California, Davis Facilities, The Case for Change CONFLICT RESOLUTION MRG offers specialized conflict resolution and mediation services tailored for local government workplaces. Our experienced consultants provide comprehensive support, including impartial mediation to resolve disputes, training programs to equip staff with conflict management skills, and City of San Rafael — Organizational Development RFI MRG, LLC development of conflict resolution policies. We conduct thorough assessments to understand the root causes of conflicts and facilitate open communication between parties to foster understanding and collaboration. Our goal is to create a harmonious work environment, enhance team cohesion, and improve overall organizational effectiveness by addressing conflicts promptly and effectively with the ultimate goal of enhancing productivity and morale across the board. Our basic approach to mediation and conflict resolution with employees follows a structured, five-step process: 1. Initial Assessment: Begin by meeting with the involved parties individually to understand their perspectives, concerns, and desired outcomes. This helps to identify the root causes of the conflict and set the stage for productive mediation. 2. Preparation and Agreement to Mediate: Ensure that all parties agree to participate in the mediation process voluntarily and understand the rules and objectives. Establish a neutral and safe environment where everyone feels comfortable expressing their views. 3. Joint Session: Bring the parties together for a joint session facilitated by a neutral mediator. Each party is given the opportunity to share their perspective without interruption. The mediator guides the discussion, ensuring that it remains respectful and focused on resolving the conflict. 4. Exploration of Issues: Identify common interests and explore underlying issues contributing to the conflict. The mediator helps the parties to see each other's viewpoints and encourages open dialogue to uncover potential solutions. 5. Negotiation and Agreement: Facilitate a negotiation where parties collaboratively develop mutually acceptable solutions. The mediator assists in drafting an agreement that outlines the terms of resolution, ensuring it is clear and achievable. Follow-up sessions may be scheduled to review progress and ensure the agreement is being upheld. This approach aims to resolve conflicts constructively, improve communication, and build stronger working relationships among employees. Examples of Similar Services Provided: ■ EI Dorado County, Mediation ■ Humboldt County, Mediation ■ City of Rocklin, Mediation and Conflict Resolution • City of EI Segundo, Conflict Resolution ■ City of Los Banos, Conflict Resolution • City of Palo Alto, Conflict Resolution ■ East Bay Municipal Utilities District, Mediation ■ Central Contra Costa Sanitary District, Conflict Resolution and Team Building In addition to the "Service Offerings" requested by the City of San Rafael, below is a list of related organizational initiatives that MRG can assist with and that we believe are components of organizational development. City of San Rafael — Organizational Development RFI MRG, LLC EMPLOYEE PERFORMANCE MANAGEMENT In addition to leadership development, MRG specializes in employee engagement and employee relations. We have expert consultants who are seasoned experts at guiding departments on employee issues and performance management. Sometimes, a component of performance management is mediation as a first step. Performance improvement is a vital component of effective performance management, aimed at enhancing employee productivity and development. MRG's consultant team is adept at reviewing, preparing, and coaching employees to foster growth and improvement. This assistance extends to providing performance coaching to individuals who may be on a performance improvement plan. Examples of Completed Projects: • City of Rocklin, Mediation ■ City of West Hollywood, Performance Coaching, Multiple Positions ■ City of Salinas, Performance Coaching ■ City of Alameda, Performance Coaching ■ City of Elk Grove, Performance Coaching ■ University of California Davis — Performance Coaching • EI Dorado County, Mediation ■ Humboldt County, Mediation ■ East Bay Municipal Utilities District, Mediation GOVERNANCE / STRATEGIC PLANNING Strategic planning is essential for organizations to chart their course and achieve their objectives. In order to develop the organization, leadership needs clarity about where you are driving towards. MRG consultants excel in facilitating this process, whether it's developing a strategic plan for a department or the entire organization. Moreover, MRG has a proven track record of guiding elected bodies through annual goal -setting exercises or developing multi-year strategic plans. For example, we collaborate with City Councils to establish their priorities for the upcoming year, ensuring alignment with community needs and organizational resources. Additionally, we have facilitated a series of workshops with a county board of supervisors to craft a strategic plan that addressed long-term challenges and opportunities facing the county. MRG strives to assist Elected Officials to create a culture of effective board governance and to understand their priorities, strengths, and challenges. Retreat topics can include the role of the Elected (vs. staff), working effectively as a body for the benefit of constituents, interacting with staff, campaigning vs governing, building consensus, communications protocols within parameters of the Brown Act, public records requests, how to evaluate the CAOs, policies directly affecting Elected Officials, new Member orientation, etc. Examples of Completed Projects: • City of Palo Alto, Annual Goal Setting • City of Healdsburg, Annual Goal Setting City of San Rafael — Organizational Development RFI MRG, LLC ■ City of Napa, Annual Goal Setting ■ City of Walnut Creek, Arts & Recreation Department, Strategic Goal Setting ■ City of Fairfield, Human Resources ■ Monterey County Regional Fire District, Strategic Plan ■ East Bay Regional Park District, Strategic Goal Setting • University of California Davis Facilities, Goal Setting • Mono County, Countywide Strategic Plan ■ EI Dorado County, County Strategic Plan ■ Yuba County Health & Human Services, Strategic Planning + Implementation Support Consultant Experience & Bios As stated earlier, MRG has over 70 affiliated consultants with wide and deep expertise. You can find our consultant listed in the following attachments to this submittal. For purposes of this RFP, we have selected some key consultants to highlight and support the City of San Rafael. Attachment A — MRG Consultants with Organizational Development & Coaching Expertise Attachment B — MRG Consultants with Training, Coaching & Development Expertise The following is a list of references where we have provided similar work to the RFP. City of Palo Alto Contact: City Manager, Ed Shikoda, phone (650) 329-2280, email Ed.Shikada@CitvofPoloAlto.org Completed numerous organizational assessments, executive coaching, training, team building, leadership development, and executive performance/evaluation. Specific recent projects include: • City -Wide Organization Development, multi-year master contract • City Council retreat facilitation ■ City Manager's Office, Team Building ■ Executive Performance Evaluations (City Manager, City Attorney, City Clerk) ■ Training: Leading Your Team During Crisis, ASD Leadership & DISC Assessment ■ Training: IT Department, Respectful Workplace ■ Organization Assessments (Library, HR -Recruitment) ■ Coaching: City Manager, Purchasing Manager, ASD Leadership City of Roseville Contact: City Manager, Dom Casey, phone (916) 774-5249, email DCasey@Roseville.cc.us ■ Training: Executive Team ■ Training Series 100-400 ■ Training: IT Department Working Genius, IT Leadership Building Collaboration • Training: DiSC Assessment ■ Executive Performance Evaluations (City Manager, City Attorney) City of San Rafael — Organizational Development RFI MRG. LLC • Human Resources Assistance Sacramento County Contact: County Executive, David Villanueva, email Villanuevad@saccounty.gov • Organization Assessments (Finance, County Clerk, Personnel Services) • Operations Consultation Services (Department of Health Services) ■ Culture Change Initiative (Waste Management and Recycling Department) • Investigations • Budget Workshop Facilitation City of Berkeley Contact: Interim Deputy City Manager, Tasha Tervalon, email TTervalon@cityofberkeley.info ■ Employer of Choice Assessment (culture change initiative) ■ Public Works On -Call Coaching / PW Manager Coaching ■ Employee Relations Coaching ■ NEOGOV Recruitment Services ■ Resilience in Time of Change Workshop, Housing Division ■ HR Department Assessment SECTION• OF MRG will provide specific pricing for professional consulting services for individual projects when requested by the City. Below are hourly costs and flat rates for trainine and team-buildine services. Organizational Development Consulting Project Director/Vice President $350/hour Project Director $300/hour Principal Consultant / Project Manager $275/hour Consultant $260/hour Administrative Analyst $150/hour Administrative Specialist $125/hour Coaching / Mediating Leadership Development Coach $325/hour Conflict Mediation $275/hour Executive Coaching / Strategic Advisor $275/hour Tactical Coaching / Mentoring $260/hour Training/ Team Building Planning, development of programs and curriculum, customization time, meeting participation, administration or analysis of assessments, interviews, and focus groups are billed at an hourly rate with a number of estimated hours agreed upon in advance Hourly training programs* $260-$300/hour 2-4 hours of prep plus program delivery time for each hourly program at $260- $300/hour Half-day of Training / Retreat / Team Building* $7,500 - $10,000 City of San Rafael — Organizational Development RFI MRG, LLC 15 Full-day of Training / Retreat / Team Building* Multiple days of Train Additional Information: $9,500 - $15,000 $9,000 - 12,000/day *Repeat sessions of the same material would be at a lower price point. Should the City wish to continue services on a multi-year basis after 2024-2025, MRG rates will be increased by no greater than 5% each year. Any printed training class materials will be the responsibility of the client and will be provided ahead of time via a PDF before class. SECTION VI — CONTRACTUAL INFORMATION Identification of Sub -Contractors: All of MRG's over 70 affiliated consultants are independent contractors. Based on the project to be undertaken, we would request the ability to match any of our affiliated consultants directly with the project. Attachment A and Attachment B have detailed lists of our key consultants proposed for work with City of San Rafael at this time. A listing of our full services and our experienced consultants can be found on our website at www.Solutions-MRG.com. If the need for a sub -consultant arises, MRG will get prior approval for any subcontractor use. Contact Terms: If selected, Municipal Resource Group, LLC will comply with the Sample Agreement provided in the Request for Proposals. Insurance: Municipal Resource Group, LLC currently has all insurance complying with the Sample Agreement. We have attached our Certificate of Liability Insurance Policy as Attachment E naming "The City of San Rafael, its officers, agents, employees, and volunteers" as additional insureds. City of San Rafael — Organizational Development RFI MRG, LLC 16 ATTACHMENT A MRG CONSULTANTS WITH ORGANIZATIONAL DEVELOPMENT EXPERTISE MRG has over 70 affiliated consultants. Below are the initial organizational development consultants that have been chosen to work with Sonoma County projects if MRG is selected. Mary Egan, CEO Mary collaborates with organizations and their executive leadership, and in some cases appointed or elected Boards to achieve their full potential. Mary's specialties are facilitating performance evaluations and organizational analysis as well as coaching employers to address deficiencies and maximize their impact. She is a certified professional executive coach and uses these skills to help clients increase their level of performance and identify potential limiting blind spots. She also advises clients regarding investigations, employment-related risk mitigation, strategic planning, and interest - based problem resolution. Prior Local Government Experience: • Employee Relations officers and Chief Negotiator, City of San Jose & Sacramento Consulting Services Provided: ■ Governance Facilitation with Board (Yolo County) ■ Leads MRG's investigation practice area. ■ Executive Evaluations (Sacramento County, Palo Alto, Santa Rosa, Rancho Cordova, Rocklin, Roseville) • Conflict Resolution (State Treasurer's Office, others) Coaching / Leadership: • Executive Coaching to CEO, City Manager & Other Executives (Solano County, Placer County, Palo Alto, Pleasanton, San Luis Obispo) Training & Certifications: ■ B.S., Applied Behavioral Sciences, UC Davis ■ Master's, Public Administration, San Francisco State University • Certified Professional with the Society for Human Resources Management (SHRM) ■ Certified Executive Leadership Coach, Fowler School of Business & Executive Coaching • Certified Reach Method Coach Licensed Private Investigator Founding member of the Association of Workplace Investigators (AWI). Cathy Capriola, Vice President/Affiliated Consultant Cathy Capriola is an experienced local government consultant with 31 years of experience in the areas of general management, organizational development, and human resources. Cathy's key strengths are strategic planning, facilitation, team building, coaching, mentoring, and project management. Cathy is a strategic thinker with extensive experience managing complicated, time sensitive and high stakes projects for departments and elected officials. Prior Local Government Experience: ■ City Manager, City of Sonoma ■ Assistant City Manager, City of Novato City of San Rafael — Organizational Development RFI MRG, LLC Consulting Services Provided: ■ Sacramento County, Personnel Department Assessment ■ Organizational Assessment, UC San Diego, CW3E ■ Employer of Choice Citywide Assessment, City of Berkeley ■ City Council Goal Setting Facilitation, City of Healdsburg ■ Recruitment Assessment, City of Palo Alto (in progress) ■ Library Assessment, City of Palo Alto Coaching / Leadership: ■ Executives in UC Davis, Town of Portola Valley, City of Alameda, City of San Rafael Training & Certifications: ■ B.S., UC Davis Master's, Public & Private Management, Yale University Julie Mares, Vice President/Affiliated Consultant Julie Mares is a seasoned career public sector manager with more than two decades of broad executive experience in the areas of general management, organizational development, financial sustainability, parks and recreation services, community services, affordable housing, performance measurement, and human resources. Julie has extensive experience working within a general-purpose local government, with special emphasis on strategic planning, city council relations, leadership development, and community engagement. Prior Local Government Experience: • City Manager, City of Milpitas ■ Deputy City Manager, City of San Jose • Director of Parks and Recreation, City of San Jose ■ Deputy Director of Budget & Research, City of Tucson Consulting Services Provided: ■ Executive Evaluations (CA: Pittsburg, Arroyo Grande, San Leandro, Folsom; AZ: Tempe, Peoria) ■ Sacramento County, Waste Management and Recycling Department Cultural Change Services ■ Plumas County, Human Resources Consulting Services ■ Port of Stockton, Finance and Procurement Consulting Services Coaching / Leadership: ■ Leadership Development — Recreation, City of Martinez Training & Certifications: ■ B.S., Business Administration ■ Master's, Education ■ Graduate of Southwest Leadership Program in Public Policy Management, University of Arizona Rick Otto, Affiliated Consultant As the former City Manager for the City of Orange, Rick Otto understands the many challenges today's local government executives face on a daily basis. Rick has over 32 years of local government experience working for small and medium- J sized cities in Southern California. In addition to serving as the City Manager for Orange, a full-service city with an annual budget of $200 million and 750 ` employees, Rick also served as their Assistant City Manager, Community Development Director, and Economic Development Manager. City of San Rafael — Organizational Development RFI MRG, LLC Prior Local Government Experience: • City Manager, City of Orange ■ Assistant City Manager, City of Orange (plus CD Director, Economic Development Manager) Consulting Services Provided: ■ Organizational Assessment, City of Clayton ■ Strategic Staffing Analysis & Organization Assessment, Eastvale Coaching / Leadership: ■ Performance Coaching, City of San Rafael • Performance Coaching, City of Citrus Heights ■ Executive Coaching, Director level, City of Alameda ■ Executive Coaching, City Manager, City of Clayton Training & Certifications: ■ MPP, California State University, Long Beach Dan Rich, Affiliated Consultant Dan Rich is a local government leader with more than thirty years of public sector experience, including fourteen years as a city manager. He is a big -picture strategic thinker and someone who pays attention to the small details and the political context of a situation. Dan's proven interpersonal, communication, negotiation, and facilitation skills have served him well in developing highly effective teams over the course of his career and he has been involved with career development efforts of younger professionals for almost two decades. He has a strong background in organizational development, strategic planning, and land use as well as extensive involvement in financial management, personnel, and policy analysis. Prior Local Government Experience: ■ City Manager, City of Mountain View • City Manager, City of Campbell • Assistant City Manager, City of Belmont Consulting Services Provided: • City of Palo Alto, Performance Evaluations (CM, CA, City Clerk) ■ City of Novato, Administrative Services Department, Executive Coaching Coaching/ Leadership: • City of Alameda, Executive Coaching ■ City of Palo Alto, Executive Coaching Training & Certifications: ■ B.A., UC Berkeley MPP, Harvard University's John F. Kennedy School of Government Patty Francisco, Affiliated Consultant Patty Francisco focuses on strategic human resources advice and counsel to help organizations achieve successful results. Through collaboration and partnership with clients, Patty works well in identifying issues and offering meaningful recommendations to ensure sustainable outcomes. Patty is very skilled at addressing and resolving workplace conflict, addressing areas for personal and executive development, and leaving workplaces with positive outcomes. She takes pride in her efforts to inspire, coach, motivate and mentor employees, management, and executives. City of San Rafael — Organizational Development RFI MRG, LLC Prior Local Government Experience: ■ Chief Human Resources Officer, Southern California Regional Rail Authority — Metrolink • Director of Human Resources, Community Redevelopment Agency, City of Los Angeles Consulting Services Provided: ■ HR Consulting Services, Mono County ■ Recruitment Services, City of Berkeley • Public Works & Community Development Assessments, City of Calabasas • Classification & Compensation, Contra Costa County Housing Authority Community Development Department Organization Assessment, City of Cupertino • HR on Demand, City of East Palo Alto ■ HR Strategic Plan, City of Fairfield Coaching / Leadership: ■ City Council Retreat, City of East Palo Alto ■ Facilitation, Public Works Strategic Workshop, City of Long Beach Training & Certifications: ■ B.A. in Public Administration, University of Southern California • Master's, Human Resources Design, Claremont Graduate University • Ph. D., Organizational Leadership, The Chicago School of Professional Psychology Ashwini Kantak, Affiliated Consultant Ashwini Kantak is a seasoned public sector manager with more than two decades of executive experience in the areas of general management, organizational development, emergency management, financial sustainability, human resources, technology solutions, capital improvement programs, utilities, environmental sustainability, economic development, and affordable housing. Ashwini has extensive experience working in local government, with a special focus on complex programs, policy development, strategic planning, process improvements, and technology solutions. Prior Local Government Experience: ■ Assistant City Manager, City of Milpitas ■ Assistant Director of Environmental Services, City of San Jose Consulting Services Provided: ■ Board & Commission Assessment, City of Vallejo • Board Retreat & Facilitation, East Bay Regional Parks District Training & Certifications: ■ Licensed Architect • FBI Law Enforcement Executive Program (LEEDS) Accredited ■ Graduate degrees in architecture and public policy/administration Brian Uhler, Affiliated Consultant Brian has extensive experience in public safety, including over 10 years as a Police Chief and over two years as a Fire Chief. Command -level experiences include'�R' SWAT, administration, undercover operations, security services, investigations,. and community policing. Brian is a committed professional with a proven track ' 1 record of success, especially in contract/MOU negotiations, dispute resolution/mediation, organizational review, complex problem solving, technology deployments, and City of San Rafael — Organizational Development RFI MRG, LLC team building. He uses sound, strategic, and methodical approaches to efficiently make organizational change for the better. Brian is a certified and skilled mediator. Prior Local Government Experience: ■ Police Chief, City of South Lake Tahoe • Interim Police Chief, City of Carmel ■ Police Captain, UCSF Consulting Services Provided: ■ City of Los Altos Hills, Safety Analysis • City of Willows, Police Department Assessment Coaching / Leadership: ■ Contra Costa Water District, Coaching and Mediation ■ City of Salinas, Mediation ■ Town of Truckee, Coaching • City of Alameda, Mediation Training & Certifications: ■ B.A., Political Science, Texas A&M University ■ MPA, Texas A&M University ■ FBI National Academy graduate Patty Kong, Affiliated Consultant Patty Kong is a local governmental finance professional with over 28 years of experience. She is skilled in Strategic Financial Planning, Policy Development, Bond Issuance, Lease Negotiations, System Acquisition and Implementations, Revenue Measures, Contract Reviews, Request for Proposals, Budgeting, and Forecasting, Treasury, Revenue, Billing and Collections, Accounting, and Payroll. Patty is a collaborator, organizer, and problem solver. Prior Local Government Experience: • Administrative Services Director, City of Mountain View • Manager, KPMG Consulting Services Provided: ■ City of Novato, Audit Management Coaching / Leadership: ■ City of Calistoga, Finance Technical Coaching Training & Certifications: ■ B.S., San Jose State University • Certified Public Accountant Joe Kreins, Affiliated Consultant Joseph Kreins is a tenured law enforcement executive with over 40 years working with cities, counties, and special districts. He has worked as an independent government and law enforcement consultant for 15+ years and has served as a POST -certified facilitator for law enforcement agencies in team building and strategic planning in numerous police departments and cities. He has experience working with City Managers and City Councils with goal setting, coaching, mentoring, and budget development. Additional services include leadership development, executive recruitment, promotional processes, and organizational assessments. Kreins has become a subject matter expert in managing City of San Rafael — Organizational Development RFI M RG, LLC executive transitions in law enforcement agencies and working with cities to develop goal -setting and strategic planning. Prior Local Government Experience: ■ Police Chief, City of Vallejo • Police Chief, City of Novato • Assistant City Manager/Police Chief, City of Sausalito ■ Numerous Interim Police Chief assignments Consulting Services Provided: ■ City of Richmond, City Manager/City Attorney Evaluation ■ City of Buena Park, Police Department Organizational Assessment/Staffing Analysis ■ City of Menlo Park, Facilitation Coaching / Leadership: ■ City of Dixon, Executive Coaching Training & Certifications: • B.A., Golden Gate University ■ FBI Law Enforcement Executive Program (LEEDS) Accredited ■ PERF Senior Management Institute for Policing Certified Public Accountant Theresa Philips, Affiliated Consultant Theresa Phillips has over 25 years of experience in several areas of human resources, including performance management, coaching, and training, and has served as the Lead Investigator in over 700 investigations. As a Certified Professional Coach and a Certified Executive Leadership Coach, Theresa coaches all levels of management. Theresa is also a certified mediator, and she is skilled at collaborating with leaders and working closely with multiple departments. Consulting Services Provided: • Oakland Housing Authority, training Coaching / Leadership: ■ City of Berkeley, PW Executive Coaching • Contract Costa Water District, Coaching and Mediation ■ Greater Vallejo Recreation District, Coaching ■ East Bay Municipal Utility District, Mediation Training & Certifications: • B.S., Organizational Behavior, University of San Francisco ■ PHR Certification ■ HR Management Certification from UC Santa Cruz Mediation and Conflict Resolution Training City of San Rafael — Organizational Development RFI MRG, LLC ATTACHMENT B MRG CONSULTANTS WITH TRAINING & DEVELOPMENT EXPERTISE MRG has over 70 affiliated consultants. Below are the initial training and development consultants that have been selected to work with Sonoma County projects if MRG is selected. Claire Laughlin, Affiliated Consultant — Training & Development Claire Laughlin, MA, is a dynamic and engaging trainer and consultant who uses experiential and innovative methods to help teams and organizations achieve a% Ar. results. With every client, she seeks to build individual leadership potential, teach1 positive communication habits, and enhance trust among and between team T I� members. As a consultant and trainer with over 20 years of diverse experience, Claire brings a background in management, a relentless dedication to transformation, and a passion for improving relationships to all her work. Claire is a certified facilitator in "What Motivates Me" Engagement Training, Working Genius, and a trained Leadership Challenge facilitator. She has been working with the City of Walnut Creek since early 2016 in a cultural shift to empower and inspire managers and supervisors to employ a coaching style when interacting with their employees. They have learned to conduct formal coaching sessions quarterly and provide the necessary recorded documentation to review and progress employee development. Rhiannon Surrenda, Affiliated Consultant — Training, Development, Team Building Rhiannon Surrenda, M.A., is a dynamic trainer who brings her enthusiasm and passion for empowering others to all her trainings and consultations. Rhiannon works with executives, teams, individuals, and entrepreneurs from various industries to help them become high performers and succeed in their professional and personal development goals. As a trainer and consultant for the past 18 years, Rhiannon excels at leadership development, developing high -trust workplaces, building emotional intelligence, essential communication skills, change management/resilience, working across generations, process improvement, strategic planning and development and delivery of train -the - trainer programs. Rhiannon has a master's in organizational psychology and a Graduate Certificate in Organizational Conflict Management from John F. Kennedy University. She is a certified trainer for Development Dimensions International, Inc., True Colors®, New World of Work 21st Century Employability Skills, Culture Works What Motivates Me, and is a CCCAOE Leadership Academy Master trainer. In addition, she has completed and been certified in the AchieveGlobal Inc. Leadership Training, Compression Planning°, Interaction Associates Facilitative Leadership° Training, Interaction Associates Facilitating Change° Training, Technology of Participation Training (ToP)°. She is a certified facilitator of Being in Action, delivering empowerment and stress management training. City of San Rafael — Organizational Development RFI MRG, LLC Pamela Miller, Affiliated Consultant—Training, Development, Leadership Academies Pamela Miller has over 38 years of experience working in public, private, and non- profit sectors in California, North Carolina, and Michigan. She is a dynamic and effective leader, facilitator, and trainer, with exceptional organizational, analytical, and communication skills. She is successful at forging strong and effective relationships with elected officials, boards of directors, professional staff, and community members. Pamela is Everyday DiSC Workplace° Certified with access to a variety of assessment tools to improve workplace culture. She has also earned a certification in Total Quality Management, completed the National Community Development Institute's Community Builders Leadership Institute, and holds the Certified Municipal Clerk accreditation. Pamela has extensive experience creating, facilitating, and leading Leadership Academies across Northern California. Lisa Alessi, Affiliated Consultant — Executive Coach, Team Building Lisa Alessi is fiercely dedicated to supporting leaders and their teams navigate complexity and change. As a trusted advisor and sounding board, her one-on-one ID coaching helps leaders manage difficult situations with greater resiliency and ease. As a trainer and executive coach, Lisa brings to MRG extensive experience in the areas of leadership development, team dynamics, organizational psychology, behavior change, emotional agility, energy management and courageous conversations. She is a certified coach with the Martha Beck Coaching Program, a senior member of The Enneagram in the Workplace, a certified practitioner in The Leadership Circle 360 Assessment and a practitioner of Appreciative Inquiry and Conversation Worth Having. She's trained in positive psychology in the area of strength -based coaching with the VIA Institute, the Arbinger Institute for Conflict Resolution and is a member of the International Coaching Federation and Harvard McLean's Institute of Coaching. Yolanda Underwood, Affiliated Consultant—Training & Leadership Development Yolanda Underwood is a fully versed leadership trainer and coach that helps organizations achieve results. For over 20 years, she has specialized in providing teams with training and coaching sessions that are powerful and thought- provoking. Focusing on the areas of strategic planning, performance management, and leadership development, she is able to assist organizations to realize their goals. Yolanda works with departments and cross -functional teams as well as individuals at all levels. Her expertise in areas such as Effective Communication, Building Trust, Developing High Emotional Intelligence, and Creating High -Performance Teams focus on promoting a positive and productive culture. She is fluent in Spanish and has experience working to bridge the communication gap with those who understand Spanish more accurately. She also assists those with translation back to English. City of San Rafael — Organizational Development RFI MRG, LLC ATTACHMENT C MRG ADDITIONAL TRAINING PROGRAM WITH DETAIL Additional Training Offered by MRG Facilitative Leadership The Facilitative Leadership Program addresses the range of skills related to accountability and rewards and recognition. Facilitative Leaders are those who catalyze the talent on their teams to achieve breakthrough results. This specialized skill set includes the keen ability to know and understand your team members, appealing to their motivations and meeting their needs, while organizing the work, deliverables, and tasks together, and getting the most important things done. This 4 -day program (which can be delivered as 4 full days, or as 8 half -days) includes the following modules: ■ Becoming a Facilitative Leader: Building Trust and Safety on Your Team • Mapping the Course with Your Team Charter ■ Meeting Design: Fundamentals ■ Meeting Design: High -Engagement Strategies to Involve All Team Members • Plan and Prioritize: Building the Map of Shared Goals and Outcomes • Work the Plan: Overcoming Derailments and Distractions • Understanding Change ■ Leading Organizational Change Classes to Improve Personal Effectiveness (Being Your Best at Work) • Building Emotional Intelligence and Self -Awareness • Powerful Thinking: How to Be Positive and Open ■ What Motivates Me? • Confident Decision Making • Powerful Presentation Skills • Speak Up! Assertiveness at Work • Working Across Generations ■ Managing Conflict ■ Managing Stress ■ Plan Your Time, Align on Priorities, and Take Action! ■ Giving and Receiving Feedback ■ Listening for Success ■ Working on a Team Classes to Improve Supervision and Management ■ Communicating for Leadership Success ■ Leading a Team • Creating a Climate of Trust / Creating Psychological Safety (High Listening) ■ Delegating for Development ■ Managing Performance / Coaching for Results ■ Understanding WorkStyles using DiSC (requires the DiSC assessment) ■ Setting Expectations and Achieving Results with vour Work Team City of San Rafael — Organizational Development RFI MRG, LLC ■ Conducting Quality Interviews and Selecting the Best Candidate ■ Leading Meetings that Matter • Motivating Others • Creative Problem Solving / Making Decisions that Stick ■ Leading Change ■ Managing Workplace Conflict / Take Charge! Handling Difficult Conversations • Project Management for the Rest of Us (1 Day) ■ Squashing Gossip Classes to Improve Leadership ■ Making the Leap to Leadership • 5 Practices of Exemplary Leaders (optional: Use the LPI Self -Assessment Tool or the LPI 360 assessment) ■ Inspiring and Influencing Others ■ Driving Change and Innovation ■ Building a Positive Workplace ■ Leading Change / Coaching through Change ■ Becoming an Emotionally Intelligent Leader ■ Meeting Facilitation Skills (1 day) ■ Making Meetings Work (1 day) / High Engagement Meetings • Building an Environment of Trust / Building a Respectful Workplace ■ Conducting Quality Interviews and Selecting the Best Candidates (1 day) Classes to Improve Project Management • Project Management for the Rest of Us (1 day) ■ Leading Project Team Meetings (1 day) ■ Building and Using a Team Charter Classes to Improve Customer Interaction and Service • Customer Service Essentials (Super HERO Service) ■ Dealing with Difficult Customers ■ Creating a Service Oriented Workplace ■ Telephone Skills Classes to Improve Meetings ■ Making Meetings Work - The Essentials ■ High Engagement Meetings • Meeting Facilitation Skills (1 day) Classes to Improve Teamwork ■ Building a Positive Workplace ■ Working on a Team ■ Leading & Managing Teams ■ Communication Skills for Teamwork ■ High Performance Teamwork Classes to Improve Presentations ■ Powerful Presentation Skills for Professionals (1 -day class) • Using PowerPoint for Presentations ■ Presentation Coaching (1:1 or small group) ■ Train -the -Trainer (2 — 3 days) City of San Rafael — Organizatio ia, MRG, LLC Classes to Improve Employee Performance ■ Effective Performance Management ■ Motivating and Influencing Others ■ Take Charge! Handling Difficult Conversations ■ Setting Performance Expectations • Setting Goals and Achieving Results ■ Delegating for Development ■ Coaching for Success ■ Coaching for Improvement Classes to Improve Change Adoption ■ Leading Change (1- 2 -day class for change leaders) ■ Implementing Change (1 day class for supervisors and managers) ■ Navigating Change (1/2 -day class for recipients of change) ■ Coaching Through Change (1/2 -day class for supervisors and managers) of San Rafael — Organizational Development RFI MRG, LLC 27 ATTACHMENT D MRG EXECUTIVE COACHES, CONFLICT RESOLUTION/MEDIATION COACHES, PERFORMANCE MANAGEMENT COACHES of San Rafael — Organizational Development RFI MRG, LLC 28 Training &Executive Coaching . � SERVICES MRG collaborates with your agency to design Training & Executive Coaching solutions that deliver results. Our highly qualified consultants bring years of experience and diverse expertise to guiding employees—of all organizational levels—towards expanded professional abilities. We offer training services that are team -based, focused, and directed towards common goals, and executive coaching sessions that are personalized, one-on-one interactions with a longtime professional. COACHING Coaching by an MRG consultant is a game -changer. Personal, one- on-one conversations scheduled regularly are designed to work through challenges, set goals and grow professionally. Count on MRG for coaching that has your leaders reaching their personal potential and performing at their highest level, with all the benefits great leaders deliver. TRAINING COURSES TRAINING MRG training sessions are highly customizable user -oriented events, centered around a specific theme or topic. Programs vary in length and schedule based on customer needs/curriculum; duration can be short as one half-day to easily implemented, once -a -month sessions occurring over a year. Courses can be held in-person, online or hybrid and are perfectforteams looking to gain new skills, communicate/collaborate more effectively, or repair dysfunction. Implement improvements faster and more efficiently with Training Courses in which a whole department, team, or cohort can enroll. Exponential benefits arrive from multiple stakeholders learning better communication skills, process improvements and management techniques all at once. LX EVOLVE I A comprehensive leadership course developed by MRG and Claire Laughlin covering topics like Building Credibility as a Leader, Managing Conflict, Prioritizing, Planning, & Goal Setting, and more. An essential playbook of leadership strategies complete with opportunities to network, trouble shoot and gain valuable feedback. Building a High -Trust Workplace I A course building critical group dynamic and communication skills—how to strengthen bonds to improve the workplace atmosphere, engagement, creativity and resiliency. One of our most popular programs. Coaching for Excellence I A program designed by Claire Laughlin to improve leadership abilities through a coaching style of management. Regardless of skill level, a coaching style of management benefits both employee and organization while delivering surprising results in performance management or succession planning. Some agencies prefer this as an alternative to traditional annual evaluations. Your Workplace Solution Partner Bay Area • Sacramento • Los Angeles 866.774.3222 Employee retention Management skill improvement Goal setting Innovative, creative problem solving Accountability Trust in the Workplace Addressing conflict Prioritization Succession planning Decision-making Process improvement Career advancement Institutional knowledge Increased productivity Engagement, dedication & commitment Facing change vji h L , _, cy �.'r?L7�»1,GirT? r1;��f nuc www.Solutions-MRG.com Training &Executive Coaching � TEAM MRG's executive level coaches deliver the dual benefits of expert coaching skills plus years of public service experience. A Parks & Recreation leadership coochee can request a seasoned Parks & Recreation coach for experience specific to that field. We've got a coach that's a perfect match for you career and aspirations. Mary Egan is a Certified Executive Leadership Coach who specializes in working with chief executives and elected / appointed Boards to build leadership competencies and improve organizational effectiveness. Mary brings extensive public & private sector experience to her work with new and seasoned leaders to identify areas for professional and personal growth—as well as opportunities for strategic alignment with Council, organizational mission statements and governance practices. Lisa Alessi is a leadership coach, career strategist and change agent. She -uses the Enneagram and other psychological evaluations to improve personal leadership and team cohesion in the workplace, maximize effective communication and resolve historical tensions. Lisa is a certified coach with the Martha Beck Coaching Program, a senior member of the Enneagram in the Workplace, a certified practitioner in The Leadership Circle 360 Assessment and a practitioner of Appreciative Inquiry and Conversation Worth Having. Cathy Capriola has spent 30 years as a developer of people and cities. Cathy's career as a Department Head, Assistant City Manager and City Manager provides context and understanding that enable her to help executives navigate new roles and work complexity. As a Certified Sparktype® Claire Laughlin is an expert in her craft, with a Masters in Communication and 25+ years experience in training. Claire's leadership development programs are the backbone of MRG's training department and are relevant to all levels of professional development. Claire is a certified facilitator for Working Genius from the Table Group, Leadership Challenge and LPI, Technology of Participation and Appreciative Inquiry. Advisor, Cathy provides coaching and mentoring to develop her client's potential and formulate the steps they need to move forward. Her passion is to support the leadership development of women executives to increase the presence of women at all levels of local government. Nancy Kaiser excels in assessing the needs of individuals and groups alike and creating plans that realize those goals in a timely and effective manner. She has over 30 years of experience in providing parks and recreation services, leadership and staff mentoring. Nancy focuses her executive coaching efforts on career and leadership strategy, enhancing team dynamics and maximizing strengths in Recreation leadership roles. Her assessment outcomes ensure staff have the support and resources they need to be successful not only as an organization but also as individuals. Invest in your most valuoble asset personnel. MRG's Training & Coaching services deliver 350 degree benefits— employees feel valued through investment in their knowledge and capabilities; organizational culture benefits; heightened workplace efficiency and productivity deliver better service and bottom line. Train: ng & Coaching d rantr;r an ln,per•re„ yCt. Your Workplace Solution Partner Bay Area • Sacramento • Los Angeles 866.774.3222 www.Solutions-MRG.com Training &Executive Coaching . � TEAM MRG's team of coaches bring to their work experience a broad array of successful and well- known methods, processes, assessments, tools and practices. MRG matches client/need and situation with the consultants and programs that, together, deliver results. Marie Knight is a certified coach, teacher, trainer, and speaker with the John Maxwell Team. She is a certified behavioral specialist in the John Maxwell DISC® method and has spent over 35 years building teams and coaching leaders. Marie has a proven track record of creating High Performing Teams. The focus of her professional services is developing the greatest asset of organizations — people. Pamela Miller has spent over 38 years focused on developing leaders and facilitating change management in organizations. She is an effective trainer, coach and facilitator. Her passion for talent development and local government enable her to develop all levels of staff, teams and elected officials. She is an Everything DISC® certified practitioner as well as certified in the delivery of Success Signals, designed to focus on understanding and developing communication styles. Mary Neilan is a former City Manager with 25+ years of experience in local government, managing and mentoring employees to meet individual as well as organizational goals. She sees coaching as a means of supporting and developing employees who want to make a difference in their organization and sees their success as a necessary step to achieving organizational excellence. Mary believes there is value in coaching employees at all levels, from new managers to seasoned administrative and professional staff. Her coaching style draws on formal training as a Certified Life Coach as well as her own experience balancing a demanding job and growing family. Working Genius Enneogrom in the Workplace Rick Otto uses his 32+ years of Reach Method experience in local government Leadership Circle leadership to develop and mentor 360 "Assessment staff. His customer -centric and Conversations strategic approaches to management Technology of are key factors to his organizational Participation development success. He understands DiSC`F' Method the challenges facing today's leaders True Colors as he has navigated recessions, the Center for pandemic, periods of political Leadership transition, and local emergencies. Challenge Rick's compassionate, collaborative, Leadership and results -oriented leadership style Pructices Inventory allows him to create and foster a positive work environment and forge Martha Beck excellent working relationships. Coaching Program Theresa Phillips is certified as a Appreciative Professional Coach, Executive Inquiry Leadership Coach and Mediator and Conflict Resolution Coach from the Conversations Center for Understanding Conflict and Worth Having Community Boards. She also holds John Maxwell mediator certification from the DiSC`F' Method National Association of Certified Mediators. Theresa is a graduate of Center for the Association of Workplace Understanding Investigators Training Institute. Her Conflict PHR Certification and investigative expertise provides clients with a S�;CCess S19nau unique perspective in coaching and performance management. Theresa's effectiveness in producing positive outcomes is due to her professional and personable approach to workplace conflicts. Your Workplace Solution Partner Bay Area • Sacramento • Los Angeles 866,774.3222 www.Solutions-MRG.com Training &Executive Coaching • TEAM Training & Executive Coaching are game -changers for those who invest. MRG's slate of training courses and roster of competent, experienced consultants can level -up your agency's managerial competencies. The ripple effects of this investment include increased engagement, positive impacts on workplace culture, employee retention and succession planning. Empower your people and watch what they do. Dan Rich is a former City Manager with over 30 years in the public sector who uses his experience to coach and mentor leaders, with a focus on newly -promoted managers and department heads. Dan's involvement in career development and coaching efforts of younger professionals spans a decade plus. Utilizing his strengths in organizational development, goal setting, and employee relations—as well as a keen understanding of political context and interpersonal dynamics—Dan helps clients overcome roadblocks, find consensus, and assess situations in order to achieve personal and professional goals. Rhiannon Surrenda is a dynamic certified trainer who brings her enthusiasm and passion for empowering others to every engagement. She works with executives, teams, individuals, and entrepreneurs from a wide range of industries to help them succeed in their professional and personal development goals. Rhiannon is a certified facilitator of True Colors® and several other leadership training programs. Brian Uhler is a public safety professional with a keen focus on peaceful resolution and a proven ability in management and labor relations. He is certified by the San Francisco Bar Association in alternative dispute resolution and mediation. His extensive background and training across several sectors synthesize into an ability to assist agencies with a variety of organizational improvement. Yolanda Underwood is a leadership coach and trainer with a focus on performance management both at the individual and organizational levels. Her expertise and passion in teaching Effective Communication, Building Trust, developing Emotional Intelligence and creating High - Performance Teams builds positive and productive cultures for her client agencies. Helena Williams leverages her career and leadership positions in law enforcement to develop and mentor emerging managers and women leaders. Her numerous completed training programs through the CHP and Naval Postgraduate Executive Leaders Program provide her clients with solid expertise in relevant, enriching leadership development through coaching, mentoring, and building a strong management team and culture. Your Workplace Solution Partner Bay Area • Sacramento • Los Angeles 866.774.3222 Working Genius Enneogrom in the Workplace Reach Method Leadership Circle 3 60 ' Assess m en t Technology of Participation True Colors" Leadership Challenge' Leadership Practices Inventory Martha Beck Coaching Program Appreciative Inquiry Conversations Worth Having John Maxwell DISC'Method Center for Under Branding Conflict www.Solutions-MRG.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 (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. 08.22 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. v 08 22 B-3 Professional -Services -Agreement MRG Org Development Final Audit Report Created: 2024-12-02 By: Bernadette Sullivan (bemadette.sullivan@cityofsanrafael.org) Status: Signed Transaction ID: CBJCHBCAABAA1ZQrFFpj9J—pSAD7vNxQ4CaA-riyUFjs 2024-12-02 "Professional -Services -Agreement MRG Org Development" Hist ory Document created by Bernadette Sullivan (bernadette.sullivan@cityofsanrafael.org) 2024-12-02 - 9:54:32 PM GMT C'� Document emailed to Mary Egan (egan@solutions-mrg.com) for signature 2024-12-02 - 9:54:37 PM GMT Email viewed by Mary Egan (egan@solutions-mrg.com) 2024-12-02 - 9:55:16 PM GMT &Q Document e -signed by Mary Egan (egan@solutions-mrg.com) Signature Date: 2024-12-02 - 11:25:52 PM GMT - Time Source: server Agreement completed. 2024-12-02 - 11:25:52 PM GMT 0 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 Project Manager: Angela Robinson Pinon Extension: Click hereto enter text. Contractor Name: MRG Contractor's Contact: Cathy Capriola Contact's Email: Capriola.Consulting@outlook.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 10/21/2024 Attorney c/o Laraine.Gittens@cityofsanrafael.org ❑X 2 City Attorney a. Review, revise, and comment on draft agreement 10/29/2024 and return to Project Manager 10/29/2024 ❑X 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 11/13/2024 M _ _ contractor 4 Forward three (3) originals of final agreement to 11/14/2024 Project Manager ❑X _ contractor for their signature Project Manager 5 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 services that exceed Or $75,000; and for Public Works Contracts that exceed $175,000 Click here to Date of City Council approval enter a date. PRINT CONTINUE ROUTING PROCESS WITH HARD COPY 6 Project Manager Forward signed original agreements to City 12/2/2024 X Attorney with printed copy of this routing form Review and approve hard copy of signed 7 City Attorney agreement 8 City Attorney Review and approve insurance in PINS, and bonds City Manager/ Mayor (for Public Works Contracts) 9 Agreement executed by City Council authorized official 10 City Clerk Attest signatures, retains original agreement and forwards copies to Project Manager PSA - Municipal Resource Group - On -Call Organizational Final Audit Report Development Created: 2024-12-09 By: Nataly Torres (nataly.torres@cityofsanrafael.org) Status: Signed Transaction ID: CBJCHBCAABAARxEF4BXTbpfbWdEzDVMKp_OYBhJdSOgR 2024-12-11 "PSA - Municipal Resource Group - On -Call Organizational Dev elopment" History Document created by Nataly Torres(nataly.torres@cityofsanrafael.org) 2024-12-09 - 8:41:10 PM GMT- IP address: 199.88.113.8 E'-► Document emailed to Laraine Gittens (laraine.gittens@cityofsanrafael.org) for approval 2024-12-09 - 8:44:08 PM GMT Email viewed by Laraine Gittens (laraine.gittens@cityofsanrafael.org) 2024-12-09 - 11:18:10 PM GMT- IP address: 104.47.65.254 &0 Document approved by Laraine Gittens (laraine.gittens@cityofsanrafael.org) Approval Date: 2024-12-09 -11:21:20 PM GMT - Time Source: server- IP address: 199.88.113.8 E'4' Document emailed to rob.epstein@cityofsanrafael.org for signature 2024-12-09 - 11:21:23 PM GMT Email viewed by rob.epstein@cityofsanrafael.org 2024-12-10 - 5:31:53 AM GMT- IP address: 24.5.134.43 d© Signer rob.epstein@cityofsanrafael.org entered name at signing as Robert F. Epstein 2024-12-10 - 5:32:07 AM GMT- IP address: 24.5.134.43 60 Document e -signed by Robert F. Epstein (rob.epstein@cityofsanrafael.org) Signature Date: 2024-12-10 - 5:32:09 AM GMT - Time Source: server- IP address: 24.5.134.43 17- Document emailed to city.clerk@cityofsanrafael.org for approval 2024-12-10 - 5:32:11 AM GMT Email viewed by city.clerk@cityofsanrafael.org 2024-12-10 - 3:31:48 PM GMT- IP address: 104.47.65.254 J SAN RAFAEL Powered by .l� Adobe > Acrobat Sign &0 Signer city.clerk@cityofsanrafael.org entered name at signing as Brenna Nurmi 2024-12-10 - 3:31:55 PM GMT- IP address: 199.88.113.8 bDocument approved by Brenna Nurmi (city.clerk@cityofsanrafael.org) Approval Date: 2024-12-10 - 3:31:57 PM GMT - Time Source: server- IP address: 199.88.113.8 P4 Document emailed to cristine.alilovich@cityofsanrafael.org for signature 2024-12-10 - 3:32:00 PM GMT Email viewed by cristine.alilovich@cityofsanrafael.org 2024-12-11 - 7:07:38 AM GMT- IP address: 104.47.64.254 Oe Signer cristine.alilovich@cityofsanrafael.org entered name at signing as Cristine Alilovich 2024-12-11 - 7:07:54 AM GMT- IP address: 71.198.110.147 &o Document e -signed by Cristine Alilovich (cristine.alilovich@cityofsanrafael.org) Signature Date: 2024-12-11 - 7:07:56 AM GMT - Time Source: server- IP address: 71.198.110.147 P-► Document emailed to city.clerk@cityofsanrafael.org for signature 2024-12-11 - 7:07:58 AM GMT Email viewed by city.clerk@cityofsanrafael.org 2024-12-11 - 3:39:16 PM GMT- IP address: 104.47.65.254 6o Signer city.clerk@cityofsanrafael.org entered name at signing as Brenna Nurmi (for) 2024-12-11 - 3:39:29 PM GMT- IP address: 199.88.113.8 i�© Document e -signed by Brenna Nurmi (for) (city.clerk@cityofsanrafael.org) Signature Date: 2024-12-11 - 3:39:31 PM GMT - Time Source: server- IP address: 199.88.113.8 Q Agreement completed. 2024-12-11 - 3:39:31 PM GMT (R, SAN RAFAEL Adobe 1 Acrobat Sign