HomeMy WebLinkAboutCM City Manager Performance Review ServicesContract No. 2025.0013
AGREEMENT FOR PROFESSIONAL SERVICES
BY AND BETWEEN
THE CITY OF SAN RAFAEL
AND
JACOB GREEN & ASSOCIATES, INC.
FOR CITY MANAGER PERFORMANCE REVIEW SERVICES
This Agreement is made and entered into as of ________________________ (the “Effective
Date”), by and between the CITY OF SAN RAFAEL, a chartered California municipal corporation
(hereinafter "CITY"), and JACOB GREEN & ASSOCIATES, INC, a California corporation
(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
1.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 the certain proposals, dated April 22, 2025 (“Proposals”) 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 a fixed fee,
as further described in Exhibit A, in an amount of $22,800.
May 15, 2025
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CONSULTANT will bill City for Services provided by CONSULTANT, subject to
verification by CITY. CITY will pay CONSULTANT within thirty (30) days of City’s receipt of
invoice.
3. TERM OF AGREEMENT.
Unless otherwise set forth in this Agreement or unless this paragraph is subsequently
modified by a written amendment to this Agreement, the term of this Agreement shall begin on
the Effective Date of this Agreement and terminate on June 30, 2026.
4. PROJECT COORDINATION.
A.CITY’S Project Manager. Cristine Alilovich is hereby designated the PROJECT
MANAGER for the CITY and said PROJECT MANAGER shall supervise all aspects of the progress
and execution of this Agreement.
B. CONSULTANT’S Project Director. CONSULTANT shall assign a single
PROJECT DIRECTOR to have overall responsibility for the progress and execution of this
Agreement for CONSULTANT. Jacob Green is hereby designated as the PROJECT DIRECTOR
for CONSULTANT. Should circumstances or conditions subsequent to the execution of this
Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONSULTANT shall
notify the CITY within ten (10) business days of the substitution.
5. TERMINATION.
A.Discretionary. Either party may terminate this Agreement without cause upon thirty
(30) days written notice mailed or personally delivered to the other party.
B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days
written notice mailed or personally delivered to the other party, and the notified party's failure to cure
or correct the cause of the termination, to the reasonable satisfaction of the party giving such notice,
within such fifteen (15) day time period.
C. Effect of Termination. Upon receipt of notice of termination, neither party shall
incur additional obligations under any provision of this Agreement without the prior written consent
of the other.
D.Return of Documents. Upon termination, any and all CITY documents or materials
provided to CONSULTANT and any and all of CONSULTANT's documents and materials
prepared for or relating to the performance of its duties under this Agreement, shall be delivered to
CITY as soon as possible, but not later than thirty (30) days after termination.
6. OWNERSHIP OF DOCUMENTS.
The written documents and materials prepared by the CONSULTANT in connection with
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the performance of its duties under this Agreement, shall be the sole property of CITY. CITY may
use said property for any purpose, including projects not contemplated by this Agreement.
7. INSPECTION AND AUDIT.
Upon reasonable notice, CONSULTANT shall make available to CITY, or its agent, for
inspection and audit, all documents and materials maintained by CONSULTANT in connection with
its performance of its duties under this Agreement. CONSULTANT shall fully cooperate with CITY
or its agent in any such audit or inspection.
8. ASSIGNABILITY.
The parties agree that they shall not assign or transfer any interest in this Agreement nor the
performance of any of their respective obligations hereunder, without the prior written consent of the
other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising
hereunder shall be void and of no effect.
9. INSURANCE REQUIREMENTS.
During the term of this Agreement, and for any time period set forth in Exhibit B,
CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY insurance
policies with respect to employees and vehicles assigned to the performance of Services under this
Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage
verifications as defined in Exhibit B.
10. INDEMNIFICATION.
A. Except as otherwise provided in subparagraph B of this section, CONSULTANT
shall, to the fullest extent permitted by law, indemnify, release, defend with counsel approved by
CITY, and hold harmless CITY, its officers, agents, employees and volunteers (collectively, the
“City Indemnitees”), from and against any claim, demand, suit, judgment, loss, liability or
expense of any kind, including but not limited to attorney's fees, expert fees and all other costs and
fees of litigation, (collectively “CLAIMS”), arising out of CONSULTANT’S performance of its
obligations or conduct of its operations under this Agreement. The CONSULTANT's obligations
apply regardless of whether or not a liability is caused or contributed to by the active or passive
negligence of the City Indemnitees. However, to the extent that liability is caused by the active
negligence or willful misconduct of the City Indemnitees, the CONSULTANT's indemnification
obligation shall be reduced in proportion to the City Indemnitees’ share of liability for the active
negligence or willful misconduct. In addition, the acceptance or approval of the
CONSULTANT’s work or work product by the CITY or any of its directors, officers or
employees shall not relieve or reduce the CONSULTANT’s indemnification obligations. In the
event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding
arising from CONSULTANT’S performance of or operations under this Agreement,
CONSULTANT shall provide a defense to the City Indemnitees or at CITY’S option reimburse
the City Indemnitees their costs of defense, including reasonable attorneys’ fees, incurred in
defense of such claims.
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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
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deposited with the United States Postal Service, postage prepaid, addressed to the parties intended to
be notified. Notice shall be deemed given as of the date of personal delivery, or if mailed, upon the
date of deposit with the United States Postal Service. Notice shall be given as follows:
To CITY’s Project Manager:
Cristine Alilovich, City Manager
1400 Fifth Avenue
San Rafael, CA 94901
To CONSULTANT’s Project Director:
Jacob Green
13217 Jamboree Rd, #248
Tustin, CA 92782
15. INDEPENDENT CONTRACTOR.
For the purposes, and for the duration, of this Agreement, CONSULTANT, its officers,
agents and employees shall act in the capacity of an Independent Contractor, and not as employees of
the CITY. CONSULTANT and CITY expressly intend and agree that the status of
CONSULTANT, its officers, agents and employees be that of an Independent Contractor and not
that of an employee of CITY.
16. ENTIRE AGREEMENT -- AMENDMENTS.
A. The terms and conditions of this Agreement, all exhibits attached, and all documents
expressly incorporated by reference, represent the entire Agreement of the parties with respect to the
subject matter of this Agreement.
B. This written Agreement shall supersede any and all prior agreements, oral or written,
regarding the subject matter between the CONSULTANT and the CITY.
C. No other agreement, promise or statement, written or oral, relating to the subject
matter of this Agreement, shall be valid or binding, except by way of a written amendment to this
Agreement.
D. The terms and conditions of this Agreement shall not be altered or modified except
by a written amendment to this Agreement signed by the CONSULTANT and the CITY.
E. If any conflicts arise between the terms and conditions of this Agreement, and the
terms and conditions of the attached exhibits or the documents expressly incorporated by reference,
the terms and conditions of this Agreement shall control.
17. SET-OFF AGAINST DEBTS.
CONSULTANT agrees that CITY may deduct from any payment due to CONSULTANT
under this Agreement, any monies which CONSULTANT owes CITY under any ordinance,
agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or
other amounts.
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18. WAIVERS.
The waiver by either party of any breach or violation of any term, covenant or condition of
this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any
other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or violation
of the same or other term, covenant, condition, ordinance, law or regulation. The subsequent
acceptance by either party of any fee, performance, or other consideration which may become due or
owing under this Agreement, shall not be deemed to be a waiver of any preceding breach or violation
by the other party of any term, condition, covenant 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.
[Signatures are on the following page.]
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IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month
and year first above written.
CITY OF SAN RAFAEL:
_________________________________
CRISTINE ALILOVICH, City Manager
APPROVED AS TO FORM:
Office of the City Attorney
_________________________________
By: ANDREA VISVESHWARA,
Chief Assistant City Attorney
ATTEST:
City Clerk
_________________________________
LINDSAY LARA, City Clerk
CONSULTANT:
__________________________________
By_____ _________________________
Name:_ __________________________
Title: __________________________
[If CONSULTANT is a corporation, add
signature of second corporate officer]
__________________________________
By: ____________________________
Name: ____________________________
Title: ____________________________
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Rev. 08.22 A-1
EXHIBIT A
SCOPE OF SERVICES
The Services to be performed for CITY by CONSULTANT under this Agreement are more fully
described in CONSULTANT’s proposals, which are attached to this Exhibit A.
Proposal for
City Manager 360°
Performance Review
13217 Jamboree Rd., #248 Tustin, CA 92782 888.4.JGA.1ST JacobGreenAndAssociates.com
APRIL 2025
TABLE OF
CONTENTS
LETTER FROM CEO JACOB GREEN
SCOPE OF SERVICES
PROPOSAL COSTS
YOUR TEAM
Page 1
Cover
Letter
Section
C
Section
B
Section
A Pages 2 - 4
Pages 5 - 8
Pages 9 - 10
PAGE 1
Jacob Green President & CEO
1.888.4.JGA.1ST | INFO@JACOBGREENANDASSOCIATES.COM
April 22, 2025Cristine Alilovich, City Manager City of San Rafael 1400 Fifth Avenue San Rafael, CA 94901 Dear City Manager Alilovich, Thank you for the opportunity to support the City of San Rafael in conducting a 360° Review of the City Manager.This type of review is a valuable leadership development tool that gathers confidential feedback from those who work most closely with the City Manager—direct reports, members of the City Council, and key external stakeholders. By capturing input from these core perspectives, the process provides a well-rounded view of performance and leadership impact, reinforcing strengths and highlighting opportunities for continued growth.Jacob Green & Associates (JGA) brings extensive experience in performance evaluation and leadership development within local government. We approach this work with discretion, professionalism, and a deep understanding of the unique dynamics of city leadership roles. Our goal is to deliver meaningful insights that support alignment with Council priorities and the continued success of San Rafael’s executive leadership.We appreciate the opportunity to partner with you on this important effort.Sincerely
SCOPE OF SERVICES SECTION A
PAGE 2
•Direct Reports
•Executive Team
•City Councilmembers
•External Stakeholders and Partner Agencies
CITY MANAGER 360°PERFORMANCE REVIEWIt is essential for local government leaders to receive comprehensive, well-rounded feedback to support their continued growth and alignment with the community's goals. This 360° Performance Review will provide the City Council and City Manager with valuable insight into how the City Manager’s leadership is experienced across a variety of stakeholder groups—internally and externally. JGA’s 360° Review process is confidential, structured, and anchored in best practices for executive development. The review ensures that feedback is collected and delivered in a constructive, actionable format that promotes professional growth and organizational alignment. JGA will perform the following:
STEP 1: DESIGN AND DEPLOY 360° SURVEY INSTRUMENT: Deploy JGA's 360° survey tool tailored to the City Manager’s role, aligned with Council goals, organizational values, and best practices in executive performance. The survey may be distributed to any sample of the following stakeholders (to be determined by the City Manager):
The City Manager will also complete a self-assessment for comparison purposes.
STEP 2: STAKEHOLDER ENGAGEMENT AND FEEDBACK
COLLECTION: Coordinate and administer the survey process, ensuring high participation and candid input through secure, anonymous channels. JGA will remain available to participants for clari�ication and support throughout the process.
STEP 3: DATA ANALYSIS AND COMPARATIVE INSIGHTS:Analyze quantitative and qualitative feedback across stakeholder groups, drawing out key themes and patterns. JGA will identify areas of alignment and divergence between the City Manager’s self-assessment and the feedback provided by others.
STEP 4: FINAL 360° FEEDBACK REPORT:Prepare a summary report in an easy-to-navigate format. The report may include:
•Key Takeaways and Themes
•Feedback Comparison by Stakeholder Group
•Identified Strengths and Areas for Improvement
•Actionable Development Plan outlining specific growth opportunities, professional developmentgoals, and suggested follow-up steps.
PAGE 3
•Strict Confidentiality: Maintain strict confidentiality throughout the process and only discussthe content of the 360° evaluation with the appointee and/or the consultant team.
•Clear Objectives: Define and communicate project goals, expectations, and deliverables clearly atthe project's outset.
•Active Participation: Engage in regular meetings and provide necessary feedback to ensure theproject stays on track and aligns with expectations.
•Resource Allocation: Ensure the availability of internal resources, including key personnel, data,and tools, required for the project.
•Open Communication: Maintain open and honest communication with the Consultant,addressing any concerns or changes in scope as soon as they arise.
•Decision-Making: Facilitate timely decision-making processes to avoid delays and ensure projectprogress.
•Access Provision: Provide the Consultant with necessary access to relevant systems,documentation, and facilities.
•Respect Timelines: Adhere to agreed-upon timelines for reviews, approvals, and informationrequests to maintain project momentum.
•Change Management: Collaborate on managing any changes in project scope, requirements, ortimelines, ensuring mutual agreement on modifications.
•Partnership Approach: Foster a collaborative and respectful working relationship, recognizingthat successful outcomes depend on both parties' commitment and cooperation.
•Timely Payment: Pay invoices pursuant to contract terms and communicate any payment issuespromptly with the Consultant.
San Rafael's Project
CommitmentSuccessful project outcomes rely on a strong partnership between our team and yours. To ensure the best results, we've outlined key client responsibilities that foster effective collaboration and project efficiency. By fulfilling these roles, you actively contribute to the project's success, helping us deliver high-quality work on time and within scope. This mutual commitment not only improves project outcomes but also maximizes the value and impact of our combined efforts.
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YOUR TEAM SECTION B
JGA’s Team Video Link: Jacob Green and Associates - JGA - Your First Call
JACOB GREEN, MPAPresident & CEOJacob is a nationally recognized local government expert in organization and leadership development. As an Assistant City Manager for the City of San Juan Capistrano and the City of Ontario, he has managed hundreds of employees and numerous government departments. As a trainer, keynote speaker, facilitator and coach, Jacob has worked with municipal clients, as well as commercial clients such as Mattel, FedEx, Hyundai Capital, ADP, and many others. In 2019, Jacob distilled his personal and professional experiences into an Amazon best-selling book: See Change Clearly: Leveraging Adversity to Sharpen Your Vision
and Build Resilient Teams. Jacob has received numerous awards for his leadership, including the National Caring Award, the Orange County Human Relations Award, the Most Inspiring Student at UC Irvine, and is the youngest recipient of the Gene Lentzner Humanitarian Award. Jacob has his Bachelor of Arts in Social Sciences with a Minor in Management from the University of California, Irvine, his Master of Public Administration (MPA) degree from California State University, Long Beach, and was recently awarded an honorary doctorate from Western University School of Health Sciences.
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NICOLE BEACH, PMPDirector of Strategic InitiativesNicole Beach is a project management and strategy delivery leader who specializes in assisting organizations in realizing value by aligning strategy with execution. Nicole collaborates closely with our clients to develop work plans that ensure their success in executing strategic goals and provides project management oversight across all projects. Before joining JGA, Nicole amassed a wealth of experience leading complex technology, organizational, and strategic projects, including M&A integrations, ERP implementations, and process improvement initiatives. Most recently, she oversaw Project Management Offices and Strategic Portfolio Management for SAFEbuilt, Citrix, and Sport Clips. Nicole holds certifications as a Project Management Professional (PMP) and Lean Six Sigma Green Belt. She also earned an MBA with a concentration in Process Improvement from Nova Southeastern University.
ELISABETH SALLACKProject CoordinatorElisabeth Sallack is a versatile leader with 11 years of experience spanning military operations, special needs education, victim advocacy, and Department of Defense initiatives. As a Project Coordinator Intern at Jacob Green and Associates, Elisabeth enhances client experiences by providing seamless project support and fostering strong relationships. She plays a vital role in organizing JGA’s resources to ensure efficient execution and high-quality service for clients. From teaching and supporting special needs children to leading teams of over 1,000 personnel as a United States Army Field Artillery Officer, Elisabeth has developed a unique ability to adapt, communicate, and lead in diverse environments. This dynamic background has honed expertise in crisis response, resilience training, and strategic decision-making—critical skills for emergency management and leadership development. With extensive experience in project management and cross-functional collaboration, Elisabeth has successfully executed large-scale military operations, streamlined HR processes, and developed data-driven solutions to enhance efficiency. As a Certified Victim Advocate, she spearheaded initiatives supporting over 1,000 individuals, fostering safer workplace cultures and reinforcing the importance of leadership in high-stakes situations. Working within the Department of Defense has further strengthened Elisabeth’s expertise in operational coordination, risk management, and policy implementation. Holding a Secret Security Clearance, Elisabeth is well-equipped to lead in high-pressure environments, ensuring mission success through strategic planning and team empowerment. With a Master’s in International Relations (Security Policy) from Saint Mary’s University and a Bachelor’s in Criminal Justice and Criminology from Arizona State University, Elisabeth Sallack is committed to applying this diverse skill set to emergency management, leadership training, and organizational resilience.
NICOLI HILSCHERSenior Project ManagerNicoli Hilscher brings over 23 years of expertise in Organizational Development, Leadership Development, Training, Facilitation, and Project Management. A retired Senior Master Sergeant from the United States Air Force, she distinguished herself in the top two percent of the active enlisted force. Nicoli's extensive background includes leading positions internationally, where she drove long-term organizational growth in diverse and fast-paced environments. She excelled in overseeing operations, professional development, and recognition programs for organizations ranging from 20 to 300 personnel. As a Senior Project Manager with Jacob Green and Associates, Nicoli plays a pivotal role in managing Organizational Development projects; such as Teambuildings, Retreats, Leadership Academies, Organizational Assessments, Strategic Planning, and supporting our Work Planning teams. Known for her ability to keep teams on task and on-time, Nicoli ensures the highest quality of service delivery to all JGA clients.
PAGE 7
PAGE 8
MIKE BARAYSenior Advisor // Law Enforcement Chief Mike Baray (ret.) brings 40 years of law enforcement experience to the Jacob Green and Associates team. As a former police chief and district attorney chief investigator, he has a unique law enforcement perspective. Chief Baray has extensive criminal and civil investigation experience. He also has notable experience building successful teams, assessing the core functions and operations of municipal and county government organizations, and implementing positive transformational changes. Chief Baray has over 20 years of progressively responsible investigative experience, 12 years of chief executive experience, and 15 years of tactical operations experience. He began his law enforcement career in 1982, with the Long Beach Police Department and was assigned to the patrol division, metropolitan division/ SWAT, and the special investigation division (SID), as a detective. In 1992, Chief Baray lateraled to the Murrieta Police Department and held every rank including chief of police. In 2013 Chief Baray accepted the job as the chief investigator for the Ventura County District Attorney’s Office, where he served for 9 years.
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PROPOSAL COST SECTION C
PAGE 10
JacobGreenAndAssociates.com The costs outlined in this proposal are considered valid and binding for a period of 90 days, commencing from the date of the proposal's issuance. During this timeframe, the provided pricing and estimates for products, services, and associated expenses will remain unchanged, subject to the terms and conditions speci�ied in the proposal document. Any modi�ications or alterations to the proposal, as well as adjustments to the costs, will require mutual agreement between the involved parties.
Description Cost
Travel Not applicable
Materials
City Manager 360° Performance Review $2,800
Digital format provided at no cost
INVOICING SCHEDULE FOR PERFORMANCE EVALUATION:Monthly invoices will be submitted based on a percentage of milestones completed.
LATE PAYMENT FEE:All invoices are due and payable within 30 days of the invoice date. Any invoice not paid within 30 days will be subject to a late payment fee. A fee of 1.5% per month will be added to the outstanding balance until the invoice is paid in full. The prices, specifications, and conditions covered within this proposal are satisfactory and hereby accepted. JGA is authorized to do the work as specified.Signature:_________________________________ Name/Title:_______________________________ Date:_______________________________________
JacobGreenAndAssociates.com
Proposal for
City Manager Performance
Evaluation Facilitation
13217 Jamboree Rd., #248 Tustin, CA 92782 888.4.JGA.1ST
APRIL 2025
TABLE OF
CONTENTS
LETTER FROM CEO JACOB GREEN
SCOPE OF SERVICES
PROPOSAL COSTS
YOUR TEAM
Page 1
Cover
Letter
Section
C
Section
B
Section
A Pages 2 - 4
Pages 5 - 8
Pages 9 - 10
PAGE 1
Jacob Green President & CEO
1.888.4.JGA.1ST | INFO@JACOBGREENANDASSOCIATES.COM
April 22, 2025 Cristine Alilovich, City Manager City of San Rafael 1400 Fifth Avenue San Rafael, CA 94901 Dear City Manager Alilovich, Thank you for the opportunity to once again support the City of San Rafael in facilitating the City Manager Performance Evaluation process.We are pleased to continue this important work with you and your team. As we did last year, Jacob Green & Associates (JGA) will bring a thoughtful, structured approach to this effort—one that supports accountability, encourages transparency, and promotes continuous improvement. This process enables the City Council and other key stakeholders to acknowledge progress, identify areas for growth, and align on priorities for the future.Our team’s extensive experience in local government leadership—over 600 years combined—positions us well to provide insight and facilitation that reflect best practices and practical, actionable feedback. We look forward to building on the strong foundation we established last year and helping ensure the City’s leadership continues to serve the San Rafael community with excellence.Thank you again for your trust in JGA. We value our continued partnership with the City of San Rafael.Sincerely
SCOPE OF SERVICES SECTION A
PAGE 2
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JGA will meet virtually with each councilmember to discuss the City Manager's performance.
Input is compiled into a concise, written performance review draft to include four sections: 1) Areas of Success, 2) Areas for Improvement, 3) Goals for Next Performance Period, and 4) Overall Rating. A second “One-off” document is also created to capture any feedback received from only one member of the Council. The drafts will be sent to the Council for review via e-mail. Assuming no substantive changes are received from the Council, the draft documents will be considered approved. If concerns are raised regarding the draft content, JGA reserves the right to request a special closed session with the Council to receive Council direction on the documents prior to proceeding with the next steps.
1.Ensure compliance with existing employment agreements.2.Recognize the accomplishments of the City Manager and show appreciation for the uniquecontributions to the organization.3.Design a credible appraisal process that incorporates industry best practices.4.Ensure an environment that creates a thoughtful and deliberative environment with directcommunication and embrace of the Council-Manager relationship.5.Maintain alignment between established City Council goals and achievements attained.6.Clearly identify areas where the City Manager is doing well and can improve performance.7.Determine the need for further professional development, education, and training.
CITY MANAGER PERFORMANCE
EVALUATION FACILITATION
JGA will facilitate the City Manager Performance Evaluation process.
PROCESS GOALS:
STEP 1: ONE-ON-ONE CITY COUNCIL INTERVIEWS
STEP 2: DRAFT CREATION & COUNCIL APPROVAL
PAGE 3
JGA will facilitate the closed session performance review virtually for the City Manager.
JGA will review the draft performance review document with the City Manager and any “One-off” comments obtained to help the City Manager prepare for the �inal closed session review.
STEP 3: REVIEW OF MATERIALS WITH APPOINTEE
STEP 4: FACILITATED PERFORMANCE REVIEW
•Strict Confidentiality: Maintain strict confidentiality throughout the process and only discussthe content of the performance evaluation with the appointee and/or the consultant team.
•Clear Objectives: Define and communicate project goals, expectations, and deliverables clearly atthe project's outset.
•Active Participation: Engage in regular meetings and provide necessary feedback to ensure theproject stays on track and aligns with expectations.
•Resource Allocation: Ensure the availability of internal resources, including key personnel, data,and tools, required for the project.
•Open Communication: Maintain open and honest communication with the Consultant,addressing any concerns or changes in scope as soon as they arise.
•Decision-Making: Facilitate timely decision-making processes to avoid delays and ensure projectprogress.
•Access Provision: Provide the Consultant with necessary access to relevant systems,documentation, and facilities.
•Respect Timelines: Adhere to agreed-upon timelines for reviews, approvals, and informationrequests to maintain project momentum.
•Change Management: Collaborate on managing any changes in project scope, requirements, ortimelines, ensuring mutual agreement on modifications.
•Partnership Approach: Foster a collaborative and respectful working relationship, recognizingthat successful outcomes depend on both parties' commitment and cooperation.
•Timely Payment: Pay invoices pursuant to contract terms and communicate any payment issuespromptly with the Consultant.
San Rafael's Project
CommitmentSuccessful project outcomes rely on a strong partnership between our team and yours. To ensure the best results, we've outlined key client responsibilities that foster effective collaboration and project efficiency. By fulfilling these roles, you actively contribute to the project's success, helping us deliver high-quality work on time and within scope. This mutual commitment not only improves project outcomes but also maximizes the value and impact of our combined efforts.
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YOUR TEAM SECTION B
JGA’s Team Video Link: Jacob Green and Associates - JGA - Your First Call
JACOB GREEN, MPAPresident & CEOJacob is a nationally recognized local government expert in organization and leadership development. As an Assistant City Manager for the City of San Juan Capistrano and the City of Ontario, he has managed hundreds of employees and numerous government departments. As a trainer, keynote speaker, facilitator and coach, Jacob has worked with municipal clients, as well as commercial clients such as Mattel, FedEx, Hyundai Capital, ADP, and many others. In 2019, Jacob distilled his personal and professional experiences into an Amazon best-selling book: See Change Clearly: Leveraging Adversity to Sharpen Your Vision
and Build Resilient Teams. Jacob has received numerous awards for his leadership, including the National Caring Award, the Orange County Human Relations Award, the Most Inspiring Student at UC Irvine, and is the youngest recipient of the Gene Lentzner Humanitarian Award. Jacob has his Bachelor of Arts in Social Sciences with a Minor in Management from the University of California, Irvine, his Master of Public Administration (MPA) degree from California State University, Long Beach, and was recently awarded an honorary doctorate from Western University School of Health Sciences.
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NICOLE BEACH, PMPDirector of Strategic InitiativesNicole Beach is a project management and strategy delivery leader who specializes in assisting organizations in realizing value by aligning strategy with execution. Nicole collaborates closely with our clients to develop work plans that ensure their success in executing strategic goals and provides project management oversight across all projects. Before joining JGA, Nicole amassed a wealth of experience leading complex technology, organizational, and strategic projects, including M&A integrations, ERP implementations, and process improvement initiatives. Most recently, she oversaw Project Management Offices and Strategic Portfolio Management for SAFEbuilt, Citrix, and Sport Clips. Nicole holds certifications as a Project Management Professional (PMP) and Lean Six Sigma Green Belt. She also earned an MBA with a concentration in Process Improvement from Nova Southeastern University.
ELISABETH SALLACKProject CoordinatorElisabeth Sallack is a versatile leader with 11 years of experience spanning military operations, special needs education, victim advocacy, and Department of Defense initiatives. As a Project Coordinator Intern at Jacob Green and Associates, Elisabeth enhances client experiences by providing seamless project support and fostering strong relationships. She plays a vital role in organizing JGA’s resources to ensure efficient execution and high-quality service for clients. From teaching and supporting special needs children to leading teams of over 1,000 personnel as a United States Army Field Artillery Officer, Elisabeth has developed a unique ability to adapt, communicate, and lead in diverse environments. This dynamic background has honed expertise in crisis response, resilience training, and strategic decision-making—critical skills for emergency management and leadership development. With extensive experience in project management and cross-functional collaboration, Elisabeth has successfully executed large-scale military operations, streamlined HR processes, and developed data-driven solutions to enhance efficiency. As a Certified Victim Advocate, she spearheaded initiatives supporting over 1,000 individuals, fostering safer workplace cultures and reinforcing the importance of leadership in high-stakes situations. Working within the Department of Defense has further strengthened Elisabeth’s expertise in operational coordination, risk management, and policy implementation. Holding a Secret Security Clearance, Elisabeth is well-equipped to lead in high-pressure environments, ensuring mission success through strategic planning and team empowerment. With a Master’s in International Relations (Security Policy) from Saint Mary’s University and a Bachelor’s in Criminal Justice and Criminology from Arizona State University, Elisabeth Sallack is committed to applying this diverse skill set to emergency management, leadership training, and organizational resilience.
NICOLI HILSCHERSenior Project ManagerNicoli Hilscher brings over 23 years of expertise in Organizational Development, Leadership Development, Training, Facilitation, and Project Management. A retired Senior Master Sergeant from the United States Air Force, she distinguished herself in the top two percent of the active enlisted force. Nicoli's extensive background includes leading positions internationally, where she drove long-term organizational growth in diverse and fast-paced environments. She excelled in overseeing operations, professional development, and recognition programs for organizations ranging from 20 to 300 personnel. As a Senior Project Manager with Jacob Green and Associates, Nicoli plays a pivotal role in managing Organizational Development projects; such as Teambuildings, Retreats, Leadership Academies, Organizational Assessments, Strategic Planning, and supporting our Work Planning teams. Known for her ability to keep teams on task and on-time, Nicoli ensures the highest quality of service delivery to all JGA clients.
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MIKE BARAYSenior Advisor // Law Enforcement Chief Mike Baray (ret.) brings 40 years of law enforcement experience to the Jacob Green and Associates team. As a former police chief and district attorney chief investigator, he has a unique law enforcement perspective. Chief Baray has extensive criminal and civil investigation experience. He also has notable experience building successful teams, assessing the core functions and operations of municipal and county government organizations, and implementing positive transformational changes. Chief Baray has over 20 years of progressively responsible investigative experience, 12 years of chief executive experience, and 15 years of tactical operations experience. He began his law enforcement career in 1982, with the Long Beach Police Department and was assigned to the patrol division, metropolitan division/ SWAT, and the special investigation division (SID), as a detective. In 1992, Chief Baray lateraled to the Murrieta Police Department and held every rank including chief of police. In 2013 Chief Baray accepted the job as the chief investigator for the Ventura County District Attorney’s Office, where he served for 9 years.
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PROPOSAL COST SECTION C
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JacobGreenAndAssociates.com The costs outlined in this proposal are considered valid and binding for a period of 90 days, commencing from the date of the proposal's issuance. During this timeframe, the provided pricing and estimates for products, services, and associated expenses will remain unchanged, subject to the terms and conditions speci�ied in the proposal document. Any modi�ications or alterations to the proposal, as well as adjustments to the costs, will require mutual agreement between the involved parties.
INVOICING SCHEDULE FOR PERFORMANCE EVALUATION:25% Upon Execution25% Upon Completion of Step 125% Upon Completion of Step 2 & 325% Upon Completion of Step 4
LATE PAYMENT FEE:All invoices are due and payable within 30 days of the invoice date. Any invoice not paid within 30 days will be subject to a late payment fee. A fee of 1.5% per month will be added to the outstanding balance until the invoice is paid in full. The prices, specifications, and conditions covered within this proposal are satisfactory and hereby accepted. JGA is authorized to do the work as specified.Signature:_________________________________ Name/Title:_______________________________ Date:_______________________________________
Description Cost
City Manager Performance Evaluation Facilitation $28,000 $20,000 Price reduced based on reduced scope to accommodate the client's timing request
Travel Included
Materials Included
Rev. 08.22 B-1
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
v 08.22 B-2
ISO form CG20 01 04 13.
3. Except for professional liability insurance or workers’ compensation
insurance, the insurance policies shall include, in their text or by endorsement, coverage for
contractual liability and personal injury.
4. By execution of this Agreement, CONSULTANT hereby grants to CITY
a waiver of any right to subrogation which any insurer of CONSULTANT may acquire against
CITY by virtue of the payment of any loss under such insurance. CONSULTANT agrees to
obtain any endorsement that may be necessary to effect this waiver of subrogation, but this
provision applies regardless of whether or not CITY has received a waiver of subrogation
endorsement from the insurer.
5. If the insurance is written on a Claims Made Form, then, following termination
of this Agreement, said insurance coverage shall survive for a period of not less than five years.
6. The insurance policies shall provide for a retroactive date of placement
coinciding with the Effective Date of this Agreement.
7. The limits of insurance required in this Agreement may be satisfied by a
combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall
contain or be endorsed to contain a provision that such coverage shall also apply on a primary and
noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before
CITY’S own insurance or self-insurance shall be called upon to protect it as a named insured.
8. It shall be a requirement under this Agreement that any available insurance
proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or
limits shall be available to CITY or any other additional insured party. Furthermore, the requirements
for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or
(2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds
available to the named insured; whichever is greater. No representation is made that the minimum
insurance requirements of this Agreement are sufficient to cover the obligations of the
CONSULTANT under this Agreement.
9. CONSULTANT agrees to ensure that subcontractors, and any other party
involved with the Services, who is brought onto or involved in the performance of the Services by
CONSULTANT, provide the same minimum insurance coverage required of CONSULTANT,
except as with respect to limits. CONSULTANT agrees to monitor and review all such coverage
and assumes all responsibility for ensuring that such coverage is provided in conformity with the
requirements of this Agreement. CONSUTLANT agrees that upon request by CITY, all
agreements with, and insurance compliance documents provided by, such subcontractors and
others engaged in the performance of Services will be submitted to CITY for review.
10.CONSULTANT agrees to be responsible for ensuring that no contract used
by any party involved in any way with the Services reserves the right to charge CITY or
CONSULTANT for the cost of additional insurance coverage required by this Agreement. Any
v 08.22 B-3
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.
CONTRACT ROUTING FORM
INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below.
Step RESPONSIBLE
DEPARTMENT
DESCRIPTION COMPLETED
DATE
REVIEWER
Check/Initial
1 Project Manager
a. Email PINS Introductory Notice to Contractor
b. Email contract (in Word) and attachments to City
Attorney c/o Laraine.Gittens@cityofsanrafael.org
4/24/2025
Click here to
enter a date.
☐
LS or CL
☐
2 City Attorney
a. Review, revise, and comment on draft agreement
and return to Project Manager
b. Confirm insurance requirements, create Job on
PINS, send PINS insurance notice to contractor
5/5/2025
5/5/2025
☒ NT
☒ NT
3 Department Director Approval of final agreement form to send to
contractor
5/7/25 ☒ LS for
CA
4 Project Manager
Forward three (3) originals of final agreement to
contractor for their signature
5/7/2025 ☒
5 Project Manager When necessary, contractor-signed agreement
agendized for City Council approval *
*City Council approval required for Professional Services
Agreements and purchases of goods and services that exceed
$75,000; and for Public Works Contracts that exceed $175,000
Date of City Council approval
☒ N/A
Or
Click here to
enter a date.
☒
PRINT CONTINUE ROUTING PROCESS WITH HARD COPY
6 Project Manager Forward signed original agreements to City
Attorney with printed copy of this routing form
5/7/25 X
7 City Attorney Review and approve hard copy of signed
agreement
8 City Attorney Review and approve insurance in PINS , and bonds
(for Public Works Contracts)
9 City Manager / Mayor Agreement executed by City Council authorized
official
10 City Clerk Attest signatures, retains original agreement and
forwards copies to Project Manager
TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER:
Contracting Department: City Managers Office
Project Manager: Cristine Alilovich Extension: 3384
Contractor Name: Jacob Green & Associates
Contractor’s Contact: Jacob Green Contact’s Email: jacob@jacobgreenassociates.com
☐ FPPC: Check if Contractor/Consultant must file Form 700
PSA -Jacob Green & Associates - City Manager
Performance Evaluation
Final Audit Report 2025-05-15
Created:2025-05-07
By:Nataly Torres (nataly.torres@cityofsanrafael.org)
Status:Signed
Transaction ID:CBJCHBCAABAARgRBWFtcUKdLQy9pjuI0JDVM_OnR5MTT
"PSA -Jacob Green & Associates - City Manager Performance E
valuation" History
Document created by Nataly Torres (nataly.torres@cityofsanrafael.org)
2025-05-07 - 11:55:36 PM GMT- IP address: 199.88.113.8
Document emailed to Andrea Visveshwara (andrea.visveshwara@cityofsanrafael.org) for signature
2025-05-07 - 11:59:36 PM GMT
Email viewed by Andrea Visveshwara (andrea.visveshwara@cityofsanrafael.org)
2025-05-10 - 5:06:33 AM GMT- IP address: 104.47.65.254
Document e-signed by Andrea Visveshwara (andrea.visveshwara@cityofsanrafael.org)
Signature Date: 2025-05-10 - 5:08:02 AM GMT - Time Source: server- IP address: 73.66.5.250
Document emailed to city.clerk@cityofsanrafael.org for approval
2025-05-10 - 5:08:06 AM GMT
Email viewed by city.clerk@cityofsanrafael.org
2025-05-12 - 8:28:36 PM GMT- IP address: 24.5.253.74
Document approval delegated to Lindsay Lara (lindsayl@cityofsanrafael.org) by city.clerk@cityofsanrafael.org
2025-05-12 - 8:28:46 PM GMT- IP address: 24.5.253.74
Document approved by Lindsay Lara (lindsayl@cityofsanrafael.org)
Approval Date: 2025-05-12 - 8:29:00 PM GMT - Time Source: server- IP address: 24.5.253.74
Document emailed to cristine.alilovich@cityofsanrafael.org for signature
2025-05-12 - 8:29:03 PM GMT
Email viewed by cristine.alilovich@cityofsanrafael.org
2025-05-15 - 9:37:32 PM GMT- IP address: 104.47.65.254
Signer cristine.alilovich@cityofsanrafael.org entered name at signing as Cristine Alilovich
2025-05-15 - 9:37:53 PM GMT- IP address: 199.88.113.8
Document e-signed by Cristine Alilovich (cristine.alilovich@cityofsanrafael.org)
Signature Date: 2025-05-15 - 9:37:55 PM GMT - Time Source: server- IP address: 199.88.113.8
Document emailed to city.clerk@cityofsanrafael.org for signature
2025-05-15 - 9:37:59 PM GMT
Email viewed by city.clerk@cityofsanrafael.org
2025-05-15 - 9:55:03 PM GMT- IP address: 199.88.113.8
Signer city.clerk@cityofsanrafael.org entered name at signing as Lindsay Lara
2025-05-15 - 9:57:42 PM GMT- IP address: 199.88.113.8
Document e-signed by Lindsay Lara (city.clerk@cityofsanrafael.org)
Signature Date: 2025-05-15 - 9:57:44 PM GMT - Time Source: server- IP address: 199.88.113.8
Agreement completed.
2025-05-15 - 9:57:44 PM GMT