HomeMy WebLinkAboutHR Organizational Development Services Amendment; A1
v. Feb 2025 Page 1
AMENDMENT TO CONTRACT
BY AND BETWEEN
THE CITY OF SAN RAFAEL AND ________________________________
FOR ________________________________________________________
Original Contract Execution Date: ________________,
Contract No._______________________
Amendment No. ___
THE ABOVE-NAMED CONTRACT is hereby amended by the parties as set
forth herein by the checked boxes below and is effective on _____________________.
☐ SCOPE OF WORK: The Scope of Work is hereby amended in Exhibit A-__,
attached hereto and incorporated by reference.
☐ COMPENSATION: The parties agree to increase the not-to-exceed amount by
$____________, and to increase the total not-to-exceed amount under the Contract to
$_________________.
☐ TERM OF CONTRACT: For Contractor to perform the additional or amended
work described herein, the term of this Contract shall be extended to
______________________.
Except as specifically amended herein, all other provisions, terms and obligations
of the Contract between the parties shall remain valid and shall be in full force.
October 24, 2024
X
For City Clerk Use Only: Exp. 06/30/2026
THE CENTRE FOR ORGANIZATION EFFECTIVENESS
49,000
1
FOR EXECUTIVE TEAM OFFSITE SESSION AND ON-CALL ORGANIZATIONAL DEVELOPMENT SERVICES
PO1921
1
X
June 30, 2026
99,000
X
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November 13, 2025
L8.0089.A1
v. Feb 2025 Page 2
IN WITNESS WHEREOF, the parties have executed this Amendment on the day,
month, and year first specified below.
CITY OF SAN RAFAEL:
_________________________________
________________________________,
_________________________________
Executed on:_______________________
APPROVED AS TO FORM:
Office of the City Attorney
_________________________________
________________________________,
_________________________________
ATTEST:
City Clerk
_________________________________
________________________________,
_________________________________
CONTRACTOR:
__________________________________
By: ____________________________
Name: ____________________________
Title: ____________________________
[If Contractor is a corporation, second
corporate officer signature required]
__________________________________
By: ____________________________
Name: ____________________________
Title: _____________________________
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
Sommer Kehrli
CEO
Sommer Kehrli
Chief Assistant City Attorney
Andrea Visveshwara
Cristine Alilovich
City Manager
November 13, 2025
City Clerk
Lindsay Lara
EXHIBIT A - 1
SCOPE OF WORK AMENDED
The Parties hereby agree to amend the Scope of Work to add the following work:
1. Additional or Amended Services:
1.1 Task 1 – Contractor will continue providing on-call organizational
development services, as described in Exhibit A to the original agreement.
DELIVERABLES
The Scope of Work is amended to add the following:
2. Project Deliverables:
2.1 Continued availability for on-call organizational development
services.
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CONTRACT ROUTING FORM
INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown
below.
All following documents are attached as reference material.
RESPONSIBLE PARTY DESCRIPTION COMPLETED
Project Manager Email PINS insurance request to Contractor ☐
City Attorney’s Office Review, revise as needed, and approve agreement as to
form
Department Director Review and approve agreement
Risk Management Confirm insurance documentation is complete
Finance Review and sign off on funding availability
TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER:
Contracting Department:
Project Manager:
Contractor Name:
Contractor’s Contact: Contact’s Email:
City Council Date: ☐ ___________________ or ☐ Not applicable
☐ FPPC: Check if Contractor must file Form 700
Alissa Curtin
NA
Sommer Kehrli skehrli@tcfoe.com
X
Human Resources
X
TCFOE
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Rev. 08.22 1
AGREEMENT FOR PROFESSIONAL SERVICES
BY AND BETWEEN
THE CITY OF SAN RAFAEL
AND
THE CENTRE FOR ORGANIZATION EFFECTIVENESS
FOR EXECUTIVE TEAM OFFSITE SESSION AND ON-CALL ORGANIZATIONAL
DEVELOPMENT SERVICES
This Agreement is made and entered into as of ________________________ (the “Effective
Date”), by and between the CITY OF SAN RAFAEL, a chartered California municipal corporation
(hereinafter "CITY"), and THE CENTRE FOR ORGANIZATION EFFECTIVENESS, a
California Joint Powers Authority (hereinafter "CONSULTANT"). CITY and CONSULTANT
may be referred to individually as a “Party” or collectively as the “Parties” or the “Parties to this
Agreement.”
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 those certain proposals, dated September 12, 2024 and July 18, 2024
(“Proposal”) set forth in Exhibit A, which constitutes the basis for this Agreement.
2. COMPENSATION.
In consideration for CONSULTANT’s complete performance of Services, CITY shall pay
Oct 24, 2024
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CONSULTANT for all materials provided and services rendered by CONSULTANT a fixed fee
in an amount of $12,700 for Executive Team Offsite services and a not to exceed amount of
$37,300 for on-call Organizational Development Services, as further described in Exhibit A, for
a total amount not to exceed $50,000.
CONSULTANT will bill City for Services provided by CONSULTANT, subject to
verification by CITY. CITY will pay CONSULTANT within thirty (30) days of City’s receipt of
invoice.
3. TERM OF AGREEMENT.
Unless otherwise set forth in this Agreement or unless this paragraph is subsequently
modified by a written amendment to this Agreement, the term of this Agreement shall begin on
September 15, 2024 and terminate on September 15, 2025.
4. PROJECT COORDINATION.
A. CITY’S Project Manager. City Manager, Cristine Alilovich, is hereby designated
the PROJECT MANAGER for the CITY and said PROJECT MANAGER shall supervise all aspects
of the progress and execution of this Agreement.
B. CONSULTANT’S Project Director. CONSULTANT shall assign a single
PROJECT DIRECTOR to have overall responsibility for the progress and execution of this
Agreement for CONSULTANT. Johanna Benson is hereby designated as the PROJECT
DIRECTOR for CONSULTANT. Should circumstances or conditions subsequent to the execution
of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONSULTANT
shall notify the CITY within ten (10) business days of the substitution.
5. TERMINATION.
A. Discretionary. Either party may terminate this Agreement without cause upon thirty
(30) days written notice mailed or personally delivered to the other party.
B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days
written notice mailed or personally delivered to the other party, and the notified 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.
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6. OWNERSHIP OF DOCUMENTS.
The written documents and materials prepared by the CONSULTANT in connection with
the performance of its duties under this Agreement, shall be the sole property of CITY. CITY may
use said property for any purpose, including projects not contemplated by this Agreement.
CONSULTANT may use various assessments as part of the delivery of services under this Contract.
Some of these assessments are copyrighted by third parties; some are proprietary tools developed by
CONSULTANT. To ensure the validity of the data collected from self-assessments completed by
individuals, CONSULTANT will only share those data with each individual respondent. In the case
of assessments where the focus is a department or the entire organization, CONSULTANT and
CITY will agree prior to the administration of the assessment which data will be shared with CITY.
To ensure data validity and for other reasons, once assessment administration has begun, CITY may
not alter the agreement about what data will be shared. CONSULTANT will retain ownership of
assessment data to inform ongoing and future services to CITY. CONSULTANT will not share or
otherwise distribute these data to any third party.
7. INSPECTION AND AUDIT.
Upon reasonable notice, CONSULTANT shall make available to CITY, or its agent, for
inspection and audit, all documents and materials maintained by CONSULTANT in connection with
its performance of its duties under this Agreement. CONSULTANT shall fully cooperate with CITY
or its agent in any such audit or inspection.
8. ASSIGNABILITY.
The parties agree that they shall not assign or transfer any interest in this Agreement nor the
performance of any of their respective obligations hereunder, without the prior written consent of the
other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising
hereunder shall be void and of no effect.
9. INSURANCE REQUIREMENTS.
During the term of this Agreement, and for any time period set forth in Exhibit 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
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fees of litigation, (collectively “CLAIMS”), arising out of CONSULTANT’S performance of its
obligations or conduct of its operations under this Agreement. The CONSULTANT's obligations
apply regardless of whether or not a liability is caused or contributed to by the active or passive
negligence of the City Indemnitees. However, to the extent that liability is caused by the active
negligence or willful misconduct of the City Indemnitees, the CONSULTANT's indemnification
obligation shall be reduced in proportion to the City Indemnitees’ share of liability for the active
negligence or willful misconduct. In addition, the acceptance or approval of the
CONSULTANT’s work or work product by the CITY or any of its directors, officers or
employees shall not relieve or reduce the CONSULTANT’s indemnification obligations. In the
event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding
arising from CONSULTANT’S performance of or operations under this Agreement,
CONSULTANT shall provide a defense to the City Indemnitees or at CITY’S option reimburse
the City Indemnitees their costs of defense, including reasonable attorneys’ fees, incurred in
defense of such claims.
B. Where the services to be provided by CONSULTANT under this Agreement are
design professional services to be performed by a design professional as that term is defined under
Civil Code Section 2782.8, then, to the extent permitted by law including without limitation, Civil
Code sections 2782, 2782.6 and 2782.8, CONSULTANT shall indemnify and hold harmless the
CITY and its officers, officials, and employees (collectively City Indemnitees) from and against
damages, liabilities or costs (including incidental damages, Court costs, reasonable attorney’s fees
as may be determined by the Court, litigation expenses and fees of expert witnesses incurred in
connection therewith and costs of investigation) to the extent they are caused by the negligence,
recklessness, or willful misconduct of CONSULTANT, or any subconsultants, or subcontractor
or anyone directly or indirectly employed by them, or anyone for whom they are legally liable
(collectively Liabilities). Such obligation to hold harmless and indemnify any indemnity shall not
apply to the extent that such Liabilities are caused in part by the negligence or willful misconduct
of such City Indemnitee.
C. The defense and indemnification obligations of this Agreement are undertaken in
addition to, and shall not in any way be limited by, the insurance obligations contained in this
Agreement, and shall survive the termination or completion of this Agreement for the full period
of time allowed by law.
11. NONDISCRIMINATION.
CONSULTANT shall not discriminate, in any way, against any person on the basis of age,
sex, race, color, religion, ancestry, national origin or disability in connection with or related to the
performance of its duties and obligations under this Agreement.
12. COMPLIANCE WITH ALL LAWS.
CONSULTANT shall observe and comply with all applicable federal, state and local laws,
ordinances, codes and regulations, in the performance of its duties and obligations under this
Agreement. CONSULTANT shall perform all services under this Agreement in accordance with
these laws, ordinances, codes and regulations. CONSULTANT shall release, defend, indemnify and
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hold harmless CITY, its officers, agents and employees from any and all damages, liabilities,
penalties, fines and all other consequences from any noncompliance or violation of any laws,
ordinances, codes or regulations.
13. NO THIRD PARTY BENEFICIARIES.
CITY and CONSULTANT do not intend, by any provision of this Agreement, to create in
any third party, any benefit or right owed by one party, under the terms and conditions of this
Agreement, to the other party.
14. NOTICES.
All notices and other communications required or permitted to be given under this Agreement,
including any notice of change of address, shall be in writing and given by personal delivery, or
deposited with the United States Postal Service, postage prepaid, addressed to the parties intended to
be notified. Notice shall be deemed given as of the date of personal delivery, or if mailed, upon the
date of deposit with the United States Postal Service. Notice shall be given as follows:
To CITY’s Project Manager:
Cristine Alilovich
1400 Fifth Avenue
San Rafael, CA 94901
To CONSULTANT’s Project Director:
Greg Harkless, Chief Administrative Officer
3914 Murphy Canyon Road Suite A164,
San Diego, CA 92123
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.
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D. The terms and conditions of this Agreement shall not be altered or modified except
by a written amendment to this Agreement signed by the CONSULTANT and the CITY.
E. If any conflicts arise between the terms and conditions of this Agreement, and the
terms and conditions of the attached exhibits or the documents expressly incorporated by reference,
the terms and conditions of this Agreement shall control.
17. SET-OFF AGAINST DEBTS.
CONSULTANT agrees that CITY may deduct from any payment due to CONSULTANT
under this Agreement, any monies which CONSULTANT owes CITY under any ordinance,
agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or
other amounts.
18. WAIVERS.
The waiver by either 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.
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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: ROBERT F. EPSTEIN,
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: ____________________________
Sommer Kehrli (Oct 4, 2024 16:48 PDT)
The Centre for Organization Effectiveness
Sommer Kehrli
Chief Executive Officer
o ert ѵ +.tei) (Oct 1ф, 2024 11:40 PDT)
Robert F. Epstein
ri.ti)e lilo1ich (Oct 24, 2024 1ш:4т PDT)
re)) 0rmi (!or) (Oct 28, 2024 0ц:4ш PDT)
(rennD 4XrPi Ior
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
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 proposal, which is attached to this Exhibit A.
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
The Centre for Organization Effectiveness | 3914 Murphy Canyon Road A164, San Diego, CA 92123 | 619 -354-5701 | tcfoe.com
EXECUTIVE TEAM OFFSITE – OCTOBER 2024
CSRFL002 Proposal
September 12, 2024
Inspiring Excellence in Leaders and Organizations
The Centre’s purpose is to advance the public good by inspiring excellence in leaders at all levels in community-serving
organizations – public sector, nonprofit, education, and healthcare – and by helping them positively affect people’s lives.
Since 1993, The Centre has partnered with hundreds of such organizations to drive important outcomes.
We look forward to working with you on this important work.
SCOPE
The City of San Rafael has requested The Centre for Organization Effectiveness to provide consulting services in the form
of an Executive Team Offsite, planned on Oct ober 10 & 11, 2024.
Consulting services will include:
• Intake & planning meeting with leadership to discuss session design
• Design and facilitation of a two -day, in-person Executive Team Offsite
o October 10-11, 2024
• Administration of Table Group’s Five Behaviors (Lencioni’s Model) Team Assessment (12 assessments)
• One hour debrief meeting with leadership & a written summary of session outcomes
Travel expenses to support in -person facilitation of the offsite session (10/10 & 10/11) are included in this scope of
work. All other services outlined are intended to be conducted virtually.
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
The Centre for Organization Effectiveness | 3914 Murphy Canyon Road A164, San Diego, CA 92123 | 619 -354-5701 | tcfoe.com
CONSULTANTS
JARAE BIRKELAND, M.A
(JaRae is currently traveling, her full availability will be known by the end of the week)
JaRae Birkeland has a diverse background of education and experiences that she uses to connect with leaders across a
variety of industries. Her background is in the areas of leadership, mindfulness, coaching, outdoor education,
organizational transformatio n, project management and group dynamics.
JaRae’s passion for leadership, mindfulness and the great outdoors took her all around the world leading a variety of
experiential education programs with an emphasis in leadership development, team building and large -scale sustainable
initiatives in corporate environments. She has been to 6 continents, 35 countries and all 50 states. In addition to her
global experience, JaRae has years of project management experience designing and developing adult learning and
working spaces with a focus on the impact of spatia l design on organizational culture. JaRae has trained and coached
leaders in a variety of organizations including government, construction, education, healthcare, entrepreneurial start -
ups and non-profits.
JaRae completed her Master’s degree in Leadership Studies with a certification in Executive Leadership Coaching at the
University of San Diego. Her Masters research focused on integrating mindfulness and self -compassion leadership
training into corporate w orkplace environments. JaRae holds a number of certifications in behavioral assessment
instruments such as the Workplace Big 5, Firo -B, Innovation Strengths Profile Indicator, Challenge of Change Resilience
Assessment, Change Style Indicator, Influence Sty le Indicator and the 360 Degree Benchmark Assessments.
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
The Centre for Organization Effectiveness | 3914 Murphy Canyon Road A164, San Diego, CA 92123 | 619 -354-5701 | tcfoe.com
CONSULTANTS
JESSICA YAFFA, B.A., CPC
Jessica Yaffa has dedicated her professional life to helping individuals, teams, and organizations shift the way they view,
talk about, and address relationships. Jessica specializes in relationship building, conflict resolution, creating
psychological saf ety, and establishing effective communication. She holds a Bachelor of Arts Degree in Sociology from
the University of San Diego, as well as being a Certified Professional Coach, trained by The World Coaching Institute.
Jessica also possesses level 1 Imago training and is a CRAFT coach. Her work spans over a 20-year period where Jessica
has served in administrative, leadership, direct service, and organizational development capacities. These roles have
included the hiring, training, and leading of teams, a long with establishing strategic partnerships to establish and
execute plans related to staff retention, expansion of business goals, creating high performing teams, and client
satisfaction. She has traveled the country as a keynote presenter to treatment centers, mental health professionals, first
responders, hospitals, attorneys, universities, and government agencies.
Jessica has launched two separate certification programs of her own, training other professionals to become experts in
effective communication techniques, positive communication styles, conflict resolution, boundary setting and building
cohesive connection . These training programs have been sought out by over 100 organizations including but not limited
to the United States Military, Starbuck’s Corporate Headquarters, the NFL, MIT, Michigan State University, UCSB,
University of Utah, Service Now, YPO and the National District Attorney’s Association.
Jessica is a 2-time published author. And has been featured in several publications including The New York Post, Darling
Magazine, Thrive Global, The Washington Post and Outreach Magazine as well as KPBS, KUSI, NBC, CBS, The Doctors,
and FOX.
She is one of the nation’s leading experts on building and maintaining healthy relationships, Jessica inspires a movement
to create authentic connections and spaces of thriving in both our work and personal endeavors.
When she is not impacting the lives of others, she is spending time with her husband, Travis, of 15 years, traveling and
enjoying her two of her favorite things: coffee and sweets.
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
The Centre for Organization Effectiveness | 3914 Murphy Canyon Road A164, San Diego, CA 92123 | 619 -354-5701 | tcfoe.com
CONSULTANTS
Kelvin Jenkins, MBA, ACC, MBTI
Kelvin Jenkins has a passion for helping stakeholders and teams discover their strengths, develop trust -based
relationships, and find breakthroughs to push past current challenges toward desired outcomes. Kelvin is a leadership
development coach and master facilitator with over 15 years of experience helping future leaders, organizations, and
teams tap into their full potential. He’s worked hand in hand with the smartest people in the rooms to help them
navigate the real-world people dynamics facing their o rganizations and teams, successfully bringing about the necessary
changes to propel business initiatives forward.
Kelvin has a background as a sociologist whose initial career path was heavily focused on emergency medical support
and youth education. His early career consisted of volunteer emergency department support, EMT work, non -profit
youth development, and consu mer interest problem-solving. His transition into the leadership development space took
place while working for a technology startup focused on developing a solution for equipping individuals with the power
to be the CEOs of their lives.
Kelvin’s MBA focus was on globalization and innovation, with a desire to understand how to change the global
leadership market and redefine what a “successful” leader looked like. This led him to take on leadership and consulting
roles for the largest not-for-profit health plans in the US, where he directly worked with the C -suite leadership team,
SVPs, VPs, directors, senior managers, middle managers, and emerging leaders. His experience over the years as a
speaker in events sponsored by Wells Fargo, You A re A CEO, and SFSU, as well as being a sought -after thought partner
and coach in the development of talent and leadership pipelines in large -cap and start-up organizations, has given him
the ability to help bridge generational gaps across industries.
Kelvin holds an MBA with an option in global innovation, a sociology degree, is an ICF ACC Credentialed Coach, is a
Myers-Briggs Certified (MBTI) practitioner, Gallup Strengths Coach (StrengthsFinder), is certified in Leadership Circle
Profile (LCP), Patie nt Care Improvement System Certified (Lean), Leadership Development Coach, Speaker, and PADI
Certified Scuba Diver. Kelvin has worked with clients such as lifeskills411, Best Buy, Kaiser Permanente, The Physician
Medical Group, CalSTRS, Bad Robot Games, MEP Enterprises, and The Urban Crafter.
Kelvin understands the importance of working with people from the lens of their unique needs. He uses his knowledge
and experience to determine clearly what is necessary to build solutions that last.
When Kelvin is not partnering and supporting clients you will find him scuba diving, off -roading, spending time with his
wife, or working to serve his community.
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
The Centre for Organization Effectiveness | 3914 Murphy Canyon Road A164, San Diego, CA 92123 | 619 -354-5701 | tcfoe.com
COST ESTIMATE
The cost estimate for this project is $12,700.
Support requested by the Client that extends beyond the scope of this proposal will be billed at an hourly rate of $335.
Additional materials and expenses, if any, will be billed at cost.
BILLING
All projects are billed on a net-30 basis. This project will be billed on the schedule below. Any charges in addition to
those outlined in this scope that result from Client requests will be billed on the first subsequent installment. The Centre
reserves the right to amend this billing schedule if the project is placed on hold (e.g., the client opts to pause work), or if
the client and The Centre mutually agree to rescope the project .
BILLING SCHEDULE
Installment Date Amount
1 Upon completion of work $12,700.
The Centre will submit invoices to the person or people listed below. Please notify your Centre Project Manager if any
of the information is inaccurate .
Billing Contact(s): Cristine Alilovich
Email Addresses(s): Cristine.Alilovich@cityofsanrafael.org
TERMS AND CONDITIONS
• If additional support is requested beyond this scope, a new proposal will be required.
• If additional materials are requested, those will be billed at cost.
• The client will provide the location, all A/V equipment, flipchart stand/paper (as needed), and food.
• If the scope extends past June 2025, the client will be invoiced for services rendered through June 202 5 and the
remaining services upon the next project installment or upon completion of the project
• This proposal and pricing are valid through 6/30/25.
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
Request for Information
For Organizational Development Services
Submitted by:
Point of Contact:
Sommer Kehrli, Ph.D., Chief Executive Officer
3914 Murphy Canyon Road #A164
San Diego, CA 92123
Skehrli@tcfoe.com
Direct: (858) 945-0413
Fax: N/A
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July 18, 2024
John Stefanski
City Hall
1400 Fifth Avenue
San Rafael, CA 94901
Subject: Request for Information for Organizational Development Services
To Mr. Stefanski and Team:
I am writing in response to your notice Requesting Information for Organizational Development Services, as advertised by the City of
San Rafael. On behalf of The Centre for Organization Effectiveness (The Centre), I would like to express our interest in partnering
with you to deliver high-quality services tailored to meet your needs.
The Centre, which was founded in 1993, is a Joint Powers Authority committed to advancing the public good by inspiring excellence
in leaders at all levels in community-serving organizations. With our expertise in Training and Organizational Development, we offer
a comprehensive range of services aligned with the requirements outlined in your RFI.
We possess a proven track record in the Leadership Development and Organizational Development space. Whether in-person or
virtual, our team is adept at leveraging the latest technology to ensure a seamless and impactful experience. We create programs
whether it be a training module, coaching engagement, or team offsite that are tailored to meet diverse organizational needs
ultimately looking at the big-picture desired outcomes, e.g., culture change, strategic plan goals, change management. etc. The
Centre understands the importance of evaluating the effectiveness of its programs to gauge their impact on organizational
development. We have a robust evaluation framework in place that enables us to assess program outcomes and make data-driven
recommendations for improvement.
By selecting The Centre, you will gain a trusted partner committed to your success. We bring a wealth of experience, a strong
commitment to excellence, and a deep understanding of the unique needs of public sector organizations. Our team of professionals
is passionate about helping our clients achieve their goals and improve overall performance.
We appreciate the opportunity to submit a summary of our capabilities for Organizational Development services to the City of San
Rafael. We are confident that our comprehensive approach, tailored services, and commitment to evaluating and adapting to
change make us the ideal partner for your organization. We look forward to the possibility of collaborating with you and contributing
to the growth and development of your workforce.
Thank you for considering our proposal. Should you require any additional information or clarification, please do not hesitate to
contact me at (858) 945-0413 or skehrli@tcfoe.com. We eagerly anticipate the opportunity to discuss our partnership in more detail.
Sincerely,
Sommer Kehrli, Ph.D.
Chief Executive Officer
The Centre for Organization Effectiveness
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TABLE OF CONTENTS
If viewing digitally, click on a header to jump to that section.
A. COMPANY OVERVIEW 4
B. SERVICE OFFERINGS 4
C. QUALIFICATIONS AND EXPERIENCE 7
D. APPROACH AND METHODOLOGY 14
E. RATES, ESTIMATES, AND BILLING 15
F. ADDITIONAL INFORMATION 16
G. AGREEMENT & INSURANCE REQUIREMENTS 16
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A. COMPANY OVERVIEW
About The Centre
The Centre for Organization Effectiveness, founded in 1993, is a Joint Powers Authority operating throughout California,
whose purpose is to Advance the Public Good. As a leading consulting firm specializing in Training and Organizational
Development, with a dedicated team and talented network of consultants, we have been serving cities and counties
across California for more than 30 years. Proudly, we have been in good standing with no contract disqualifications
throughout our organization’s history. Our headquarters are stationed in San Diego, and we have consultants located
throughout the state of California.
Our extensive experience in the field sets us apart. We have successfully collaborated with many cities and counties in
California and many other types of public agencies to provide consultative services tailored to their unique needs. Our
services range from designing and facilitating customized academies, workforce development trainings, strategic
planning, organizational assessments, community engagement, survey and interview design, executive team support,
board and council workshops, and both individual and group coaching support.
At The Centre, we excel at understanding the specific requirements of each agency we work with. We have proven
expertise in identifying organizational needs and developing comprehensive Training and Organizational Development
programs that align with our clients' goals. We understand the importance of incorporating the organization’s specific
approach to performance and ensure that our programs are thoughtfully and strategically designed to address an
agency's needs while maximizing the potential for success.
The Centre’s headquarters are located at 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123, under the
leadership of Chief Executive Officer Sommer Kehrli, who can be reached at skehrli@tcfoe.com.
B. SERVICE OFFERINGS
Organizational Development Services offered by The Centre shall include, but are not limited to:
a) Coaching Support: The Centre offers personalized professional coaching services tailored to individuals' specific
workload demands and skill development needs. Coaching support is available for individuals at all
organizational levels, ensuring that each participant receives suitable guidance. The focus of the coaching can be
developmental, outlining specific goals to focus on, or transitional supporting an individual’s onboarding or
transition process. At times, coaching support is combined with other organizational development services, such
as teambuilding or change management efforts.
Coach placements are based on various factors, including experience and coaching approach, to foster a
relationship built on trust and respect. The standard coaching package includes tailored placements, intake
meetings, nine hours of one-on-one coaching, and alignment meetings with the participant’s supervisor. Custom
packages are also available, reflecting The Centre's commitment to enhancing leadership skills and meeting
organizational objectives through personalized coaching.
Each coaching project considers the participant’s specific needs as it relates to the person’s knowledge, skills,
and current abilities. Coaching projects span on average four to six months depending upon the agreed upon
cadence between the coach and participant. The Centre’s common practice is sessions that occur every 2-3
weeks to support steady momentum and growth. The Centre coaches pride themselves on being available and
flexible based on the business needs of the participant. The alignment meetings between the coach, coaching
participant, and coachee’s supervisor are designed to gain agreement, establish expectations, and support the
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maintenance of behavioral improvement after the project has been completed. The Centre’s program managers
work closely with the client (city) to provide continuous updates during the engagement and final feedback on
the participant’s progress/status. The Centre will offer recommendations for the integration of assessments
during the coaching project on a case-by-case basis. The Centre has found it highly effective to conduct coaching
sessions virtually; however, accommodation can be made for in-person support as needed.
b) Team Development, Team Building, and Group Facilitation: Recognizing the vital role of team building in
organizational success, The Centre offers tailored sessions on various leadership development topics, including
communication, relationship-building, and many others, to enhance collaboration, trust, and morale among
public sector teams. These interactive sessions feature activities, self-awareness assessments, problem-solving
exercises, and open dialogue to enhance synergy and productivity. Participants explore team dynamics,
communication strategies, and conflict-solving techniques tailored to the needs or opportunities of the specific
department or team. Facilitators guide groups in trust-building and understanding each member's role in
achieving shared objectives. With a focus on real-world scenarios, these sessions offer practical insights for
improved team performance and a culture of collective success. Other group facilitation efforts use similar
techniques and are designed based on the desired outcomes, e.g., improved communication among
departments needing to collaborate more, organization-wide communication forums, etc. To confirm impact
and effectiveness in team and group facilitations, The Centre will commonly recommend in-person facilitation
and uses a QR Survey system for immediate feedback and input on programs from participants.
c) Change Management: In the public sector, change is constant and complex. The Centre works with individuals,
teams, and organizations at all levels to foster collaboration, shared vision, and effective decision-making during
times of change. Starting from the top of the organization working with executive teams, The Centre helps these
high-level leaders make the right, thoughtful and critical decisions necessary to support the community they
serve. Using proven change management models and methods, The Centre assists individuals and groups to
deepen relationships, improve communication, and align priorities so that change is manageable and successful.
With tailored experiences designed to meet specific organizational goals, these change management efforts play
a crucial role in equipping leaders with the skills to navigate complex challenges and drive positive outcomes for
communities. Examples of the change management efforts The Centre has supported include changes within
elected bodies, executive leadership transitions, large scale culture change, department specific staffing
changes, organizational restructures, strategic plan creation and execution, technology
changes/implementation, customer service initiatives, and employee engagement efforts with communication
strategies.
d) Conflict Resolution/Interventions: When individuals, teams, or entire departments are struggling it impacts the
entire organization. Departmental challenges can hinder collaboration and communication. The Centre
understands that effective interdependence is crucial for organizational success and partners with highly
experienced consultants who specialize in mediation and conflict resolution. The Centre offers expertise to help
individuals, teams, and departments face the unique challenges that range from changes in leadership, resource
constraints, shifting priorities or directives, and public scrutiny or accountability for performance. Through
carefully designed interventions staff can:
Overcome obstacles and identify areas for improvement
Gain consensus and implement effective solutions
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Focus on streamlining processes and enhancing communication
After an initial intake meeting with the client, these interventions often involve some element of discovery (such
as individual interviews, focus groups, or a customized survey) to better understand the nuance of the situation.
There is also an analysis to determine how the team or department needing support fits into the larger
organizational system and structure. The solution to these types of situations varies and can include elements of
coaching, facilitated team sessions and/or assessments, creation of interdepartmental working agreements, etc.
e) Assessments: The Centre offers assessments to support client growth and development. These tools raise self-
awareness and provide valuable insights into strengths and opportunities for individuals, teams, leaders, and
organizational structures. With a tailored approach, The Centre utilizes assessments to identify areas for
improvement and customize leadership development initiatives. Benefits include:
Impactful Results: These tools enhance leadership effectiveness, cultivate positive workplace cultures,
improve performance, and align development efforts with strategic goals.
Comprehensive Support: The Centre offers individual support, team sessions, and cultural integration
using various assessments through expert consultants.
Strengths-Based Approach: Emphasizing strengths-based awareness and development, we help clients
optimize their potential.
The Centre’s consultant partners offer expertise in a vast array of assessment tools including, but not limited to:
CliftonStrengths, MBTI, FIRO-B, DISC, 4MAT, Influence and Change Style Indicators, 5 Dysfunctions of a Team
Assessment, Lean Six Sigma, 360-degree assessments, employee engagement survey, and more.
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C. QUALIFICATIONS AND EXPERIENCE
Consulting Services Team
The Centre partners with a diverse group of highly experienced practitioners and consultants to provide our clients with
exceptional organizational development services. Consultants from The Centre’s talent pool are leveraged for different
projects depending on their educational background and expertise, relevant experience, and general fit for the given
project. These experts include Leadership Consultants, Executive Coaches, Management Trainers, Organizational
Psychologists, Business/Public Sector Professors, Human Resources Professionals, Authors, Change Management
Consultants, Diversity and Inclusion Experts, and more.
The Centre takes great care in assembling a project team and ensuring both expertise and availability for the specific
project scope and timeline. Full resumes for each consultant are provided with each specific project for review and
approval by the client. Overseeing the consultative process for all projects are Sommer Kehrli, CEO, and Deanna Potter,
Director of Growth and Development. Their biographies are included below.
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BIOGRAPHY: Sommer Kehrli, Ph.D.
Sommer Kehrli has been the Chief Executive Officer for The Centre for Organization Effectiveness since 2010. Her
background includes leading large-scale change management and employee engagement efforts, strategic and business
planning, facilitating executive retreats and teambuilding workshops, coaching leaders of all levels, designing training
programs, conducting research, and creating assessment instruments.
Sommer has designed several development programs for executives, middle managers, supervisors, and front-line
employees. Sommer's presentation expertise is in performance improvement and measurement, strategic agility,
emotional intelligence, generational differences, employee engagement, strengths-based leadership, and change.
Sommer is a TalentSmart master certified trainer and facilitator in Emotional Intelligence as well as CliftonStrengths.
Sommer’s research on global business and her extensive travels give her an expansive view of business abroad. She has
studied in Austria, the factories of Thailand, and the maquiladoras of Mexico.
Sommer has experience in both the private and public sectors. She has worked with local and state government,
pharmaceutical companies, healthcare organizations, and universities. Prior to this role, Sommer worked at Kaiser
Permanente in Northern California as the Director of Performance Improvement and as an Organization Development
Consultant. In these roles, she was responsible for creating an organizational culture change in a multi-union
environment with a focus on improving performance through employee engagement, effective leadership, front-line
improvement teams, and measurement in both hospital and clinic settings.
Sommer has been a guest presenter to the International City/County Management Association, American Society for
Public Administration, International Public Management Association for Human Resources, National Management
Association, Chamber of Commerce, Association for Talent Development, and the Annual Water Agencies Conference.
Sommer has also been a panelist for “Leadership Matters”, a weekly radio program for public sector and non-profit
leaders. She co-authored an article for HR Magazine titled, “Managing Generation Y” and for The Joint Commission
Journal titled, “Kaiser Permanente’s Performance Improvement System, Part 1: From Benchmarking to Executing on
Strategic Priorities”.
Sommer has a Ph.D. and master’s degree in industrial/organizational psychology from the California School of
Professional Psychology and a Bachelor of Science in Psychology from Santa Clara University. Sommer is a fellow in the
UCSF - Center for Health Professions Change Agent Program. Sommer is also the 2018 Woman to Watch award recipient
from the San Diego Connected Woman of Influence Awards.
Over the last several years, Sommer has consulted to various organizations such as San Diego County, Napa County, San
Luis Obispo County, City/County of San Francisco, City of Chula Vista, City of National City, City of Berkeley, City of San
Diego, SANDAG, Contractors State License Board, California State Teachers Retirement System (CalSTRS), Los Angeles
County Employee Retirement Association (LACERA), San Diego County Water Authority, Helix Water District, Western
Municipal Water District, Orange County Sanitation District, GE, the Hudson Group, BP, Yum! Brands, Southern California
Edison, Dexcom, Kaiser Permanente, UCSD Health System, San Diego State University, and Grossmont and Cuyamaca
Colleges.
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BIOGRAPHY: Deanna Potter, M.A.
Deanna Potter is the Director of Growth and Development for The Centre for Organization Effectiveness. She has more
than twenty-five years of experience in individual coaching and group training courses designed to improve
communication skills and organizational results. She is a speaker, trainer, coach, and author who has consulting
experience in both the private and public sectors. She understands the demands and importance of balancing an
organization’s key performance objectives against the welfare of the individuals within the organization. She has
generated organizational models and systems that focus on process improvements, innovative workflow methods, and
practices that improve communication and increase workload capacity.
Her noteworthy background includes various leadership positions, consulting projects, and presentations with
organizations such as CAPPO, San Diego Housing Commission, Western Municipal Water District, City of San Diego,
County of San Luis Obispo, City of Carlsbad, CalSTRS, Trilogy Financial, California Association of Realtors, Hartford
Insurance, Orange County Sanitation District, SANDAG, National Institute for Governmental Purchasing (NIGP), and
County of San Diego.
Deanna has held positions as Division Project Manager, HR Staffing Specialist, Division Training Coordinator, Customer
Service Manager, Sales Certification Manager, Consumer Affairs Specialist, and Broker CEO. She has been a team leader
for nationwide projects over multiple locations, has led new system implementations, supervised performance
enhancement procedures, managed the creation of quality assurance projects and led teams of more than 245 staff
members.
In 2015, Deanna co-founded and co-launched SUE Talks. A series of events throughout Southern California promoting
the professional journeys of women leading in business. During which time she coached individuals through the process
of crafting a compelling message and building confidence to present from the stage.
Deanna received her bachelor’s degree in communication from the University of San Diego and her master’s degree in
organizational leadership from Point Loma Nazarene University. Her areas of expertise include Leader as Coaching,
Presentations for Elected Officials, Team Effectiveness, Communication Skill Development, Productivity Improvement,
Systems Enhancement, Leadership Development, Executive Team Facilitation, Hybrid Workforce Assimilation, Positive
Psychology, and CliftonStrengths training/development.
Deanna has conducted numerous keynote presentations for conventions, conferences, and organizations around many
topics and has highlighted her book, From Distress to Success, which outlines the 3 Key Choices critical to moving
through challenges and obstacles.
Deanna understands the challenges facing employees and leaders in today’s fast paced world. She uses her knowledge
to help others systematize and prioritize their responsibilities for greater success.
In addition to the specific projects listed below, we have recently supported cities such as Arroyo Grande, Belmont,
Berkeley, Chula Vista, Del Mar, El Segundo, Encinitas, Escondido, Fairfield, Fremont, Imperial Beach, Kingsburg, Lake
Elsinore, Moorpark, Morro Bay, Murrieta, Napa, Newport Beach, Palm Springs, Paso Robles, San Diego, San Francisco,
Santa Maria, Sunnyvale, Vista, West Sacramento, and countless others. We have also been engaged in various projects
to support agencies and regional bodies responsible for broad impact in the Central Coast Region. We also support
various public agencies, including counties, water districts, sanitation districts, retirement agencies, transportation
agencies, housing authorities, school districts, high education colleges and universities, and state agencies across
California.
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In addition to the specific projects listed below, we have recently supported cities such as Arroyo Grande, Belmont,
Berkeley, Chula Vista, Del Mar, El Segundo, Encinitas, Escondido, Fairfield, Fremont, Imperial Beach, Kingsburg, Lake
Elsinore, Moorpark, Morro Bay, Murrieta, Napa, Newport Beach, Palm Springs, Paso Robles, San Diego, San Francisco,
Santa Maria, Sunnyvale, Vista, West Sacramento, and countless others. We have also been engaged in various projects
to support agencies and regional bodies responsible for broad impact in the Central Coast Region. We also support
various public agencies, including counties, water districts, sanitation districts, retirement agencies, transportation
agencies, housing authorities, school districts, high education colleges and universities, and state agencies across
California.
Reference #1
Client City of San Luis Obispo–990 Palm Street, San Luis Obispo, CA 93401
Project Citywide Training and Organization Development Support
Contact Diana Federico
Human Resources Analyst
dfederic@slocity.org
(805) 783-7863
Dates Annually (2018-Present)
Budget $150,000 annually
Consultants Sommer Kehrli, Deanna Potter, Brian Beamish, Connie Weiss, David Agran, JaRae Birkeland, Jessica
Yaffa, Kymberly Garrett, Rachel Jeffres, Richard Marks, et al.
Scope The Centre has been supporting the City of San Luis Obispo’s leadership development efforts for a four-
year contract period. Services include:
Gallup CliftonStrengths Sessions: Facilitated sessions to boost employee performance and engagement
using Gallup CliftonStrengths, providing both in-person and virtual training.
DISC Communication Training: Delivered DISC communication training to enhance effectiveness and
collaboration across city departments, providing both in-person and virtual training.
Leadership Coaching: Offered coaching to leaders at all levels, empowering them with skills and
strategies for organizational success and personal growth through various engagement formats.
Executive Offsites and City Council Goal-Setting Sessions: Facilitated executive offsites and city council
goal-setting sessions for strategic planning and alignment to achieve key objectives.
Leadership Development Programs: Conducted City Council Support, Supervisors Academies, and
Management Academies to develop leadership capabilities and foster continuous improvement.
Collaborative Training Initiatives: Developed and delivered targeted training programs focusing on topics
such as DE&I, project management, high-performance teams, and more to promote collaboration and
continued learning among staff.
Business Writing Seminars: Presented business writing seminars, both virtually and in-person, to
enhance city staff's written communication skills.
Employee Engagement Surveys: Performed comprehensive employee engagement surveys to identify
areas for improvement and increase overall employee satisfaction.
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Reference #2
Client City of San Diego–600 B. Street, Suite 1200, San Diego, CA 92101
Project Citywide Training and Organization Development Support
Contact Liz Barat
People & Organization Development Manager
ebarat@sandiego.gov
(805) 783-7863
Dates Annually (1993-Present)
Budget $100,000 annually
Consultants Sommer Kehrli, Deanna Potter, Brian Beamish, Connie Weiss, Janette Williams, JaRae Birkeland, Steve
Romano, Ted Kniker, Tracy Stayton, et al.
Scope The Centre has been supporting the City of San Diego’s leadership development efforts since 1993.
Services include:
Certified Public Manager® Program (CPM): Graduated numerous participants from The Centre’s
Supervisors, Managers, and Leadership Academies, completing the required 300 hours of study by the
National Certified Public Manager® Consortium to earn the CPM certificate. The Centre is the exclusive
provider of the CPM program in California.
Gallup CliftonStrengths Sessions: Facilitated sessions to enhance employee performance and
engagement using Gallup CliftonStrengths, offering both in-person and virtual options.
Leadership Coaching: Provided coaching to leaders at all levels, equipping them with the skills and
strategies needed for success through various engagement formats.
Executive Offsites and City Council Goal-Setting Sessions: Facilitated executive offsites and city council
goal-setting sessions for strategic planning and alignment.
Challenge of Change Session: Facilitated "Challenge of Change" sessions, using an evidence-based
assessment to measure rumination levels and identify factors that impact overall resilience and
response to change.
Conflict Resolution Support: Provided professional conflict resolution assistance to departments,
addressing workplace disputes through training on effective communication, interpersonal
relationships, and best practices in conflict management.
Teambuilding Workshops: Designed and facilitated engaging teambuilding workshops aimed at
strengthening team dynamics, improving communication, and fostering a collaborative and positive
work environment.
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Reference #3
Client County of San Luis Obispo–1055 Monterey Street, San Luis Obispo, CA 93408
Project Countywide Training and Organization Development Support
Contact Mark McKibben
Principal Human Resources Analyst
mmckibben@co.slo.ca.us
(805) 781-5959
Dates Annually (2014-Present)
Budget $285,000 annually
Consultants Sommer Kehrli, Deanna Potter, David Agran, Connie Weiss, Jessica Yaffa, Kymberly Garrett, Rachel
Jeffres, Brian Beamish, Richard Marks, JaRae Birkeland, et al.
Scope The Centre has been providing various training programs and other support to address issues that were
identified by a comprehensive needs assessment.
Supervisors Academy: Successfully delivered a comprehensive training program tailored specifically for
supervisors, focusing on leadership development, effective management practices, and enhancing
supervisory skills. The program, offered in both virtual and in-person formats, was designed to meet the
identified needs of our county client through a thorough needs assessment.
Management Academy: Implemented a dynamic and results-driven training program targeting mid-level
managers within the county organization. The Management Academy equipped participants with the
essential tools and knowledge to excel in their managerial roles, addressing key areas such as strategic
thinking, decision-making, team management, and organizational effectiveness.
S.T.A.R.T. (Supervisors Transition and Readiness Training): Conducted in-person and virtual trainings to
support newly promoted managers in their transition to a supervisory role. By addressing critical
questions regarding the expectations and challenges of being a supervisor, S.T.A.R.T. facilitated a
smooth transition and ensured the success of newly appointed managers.
Foundations in Excellence (FIE) Academy: Conducted in-person and virtual training programs for
employees who aspire to become supervisors in the future. FIE provided a comprehensive learning
experience, equipping participants with fundamental tools, concepts, and best practices necessary for
effective leadership.
Human Resources Teambuilding: Conducted engaging and interactive team-building sessions specifically
tailored for the county's HR executives. These sessions fostered a positive and collaborative work
environment, strengthening team dynamics, enhancing communication skills, and promoting effective
leadership within the HR department.
Employee Engagement Survey: Administration and analysis of Employee Engagement Survey with
support on communication and implementation plans.
Executive Offsites with CAO’s Office and Department Head Leadership Team related to team dynamics,
strategic planning, support of workforce, etc.
Upcoming projects for FY24-25 include FIE, START, Supervisor Academies, Management Academy,
coaching, and specific department support.
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Reference #4
Client County of Napa–1195 Third Street, Napa, CA 94559
Project Training Academies and Organization Development Support
Contact Christine Briceno
Director, Human Resources
christine.briceno@countyofnapa.org
(707) 253-4303
Contact Kevin Lemieux
Staff Services Manager
kevin.lemieux@countyofnapa.org
(707) 253-4000
Dates Annually (July 2023-Present; similar bodies of work occurred pre-COVID, as well)
Budget $375,000 annually
Consultants Sommer Kehrli, David Agran, Connie Weiss, Jessica Yaffa, Kymberly Garrett, Melanie Klinghoffer, Steve
Romano, Tracy Stayton, Richard Marks, JaRae Birkeland, et al.
Scope The Centre provided the following support:
Professional Coaching: Offered virtual tailored coaching services to meet individual workload demands
and skill development needs.
Team-Building Efforts: Supported in-person and virtual team-building activities focused on collaboration,
communication, and relationship-building for enhanced performance.
Supervisors Academy: Conducted a five-day, in-person academy to improve the skills of first- and
second-line supervisors and front-line leaders.
Meeting Facilitation: Provided in-person meeting facilitation to improve team dynamics, build leadership
skills, and enhance morale.
Management Academy: Led an eight-day, in-person academy to support middle managers and their
teams, focusing on the enhancement of leadership skills.
Executive Offsites: Organized offsites and department head sessions for strategic planning and
alignment to meet key objectives.
Virtual Strengths Session: Designed and facilitated interactive virtual strengths sessions to help
participants identify and explore their unique strengths through activities such as self-reflection and
guided discussions.
Departmental Interventions: Supported interventions to improve interdependence, overcome obstacles,
and implement effective solutions within departments.
Upcoming projects for FY24-25 include Supervisor Academies, Management Academy, department head
offsites, and specific department support.
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D. APPROACH AND METHODOLOGY
The Centre embraces the philosophy of "partnership”, not “vendorship." It is a mindset of cultivating collaborative and
mutually beneficial relationships with public sector organizations that focuses on a strategic and long-term approach
rather than transactional or short-term engagements. The Centre’s approach recognizes that working with external
partners, both clients and consultants, goes beyond a mere buyer-seller dynamic and seeks to establish a genuine
partnership based on shared goals, trust, and collaboration.
The Centre utilizes a structured consulting approach to manage engagements and deliver high-quality services. From the
initial intake conversation with our client partners, deep dialogue and understanding of the issue at hand helps The
Centre to identify the most effective path forward for impactful results. Through weekly project placement meetings,
The Centre team carefully considers the details of each client request to match that need with the best consultant. By
assigning a dedicated Program Manager, each project is given personal attention to ensure its success. The Centre’s
standard consulting process provides the client with a detailed proposal describing the project services, a cost estimate
with payment installments, and a detailed biography of all consultants supporting the project. Approval for each project
is required by the client before work begins.
The Centre provides an extensive range of consulting services tailored to address the diverse needs of public sector
organizations, teams, and individuals. The Centre team helps navigate organizational complexities to foster
transformative change and sustainable growth.
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
Page 15 of 16
The Centre for Organization Effectiveness | 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 | 619-354-5701 | tcfoe.com
E. RATES, ESTIMATES, AND BILLING
The cost for The Centre’s services is calculated on a project-by-project basis and vary depending upon the specific
elements within each scope of work. The Centre operates based on an hourly client rate which is multiplied by the hours
of anticipated services for each project. Support requested by the Client that extends beyond the scope of a proposal
will be billed at the current hourly rate. Additional materials and expenses outside of a scope, if any, are billed at an
additional cost.
All projects are billed on a net-30 basis following the execution of services. Larger projects are billed in installments
made mutually agreeable by both The Centre and the client. Below is a chart that demonstrates the hourly rate by level
of expertise.
As appropriate, travel and materials/assessments will be included in the scope of work as each project is requested.
Annually, The Centre Board reviews the hourly rates for services in each role type and evaluates the market
environment; and adjusts the rates accordingly. Historically this increase is between 3-5%. As a public sector entity, The
Centre is conscientious and sensitive to raising rates beyond what is necessary each year.
ROLE TYPE FISCAL YEAR 24-25 RATES
Sr. Consultant Rate
(Example tasks: program facilitation and design,
strategic planning, coaching)
$335 per hour
Jr. Consultant Rate
(Example tasks: report development, data analysis,
instructional tool design)
$155 per hour
Program Manager Rate
(Example tasks: assessment administration, project
planning)
$115 per hour
Specialized Consultant Rate
This rate varies depending on the specialized service
requested. This is typically when support is needed
related to workplace violence or threat assessment
and can range from $350-$575 per hour.
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
Page 16 of 16
The Centre for Organization Effectiveness | 3914 Murphy Canyon Road, Suite A164, San Diego, CA 92123 | 619-354-5701 | tcfoe.com
F. ADDITIONAL INFORMATION
Sustainability
The Centre mitigates its effect on the environment in its daily operations and when planning and executing projects.
Emissions Reduction
The Centre adopted a hybrid work model four years ago, which reduces the organization’s aggregate monthly commute
by more than 10,000 miles. The Centre further reduces emissions by recruiting consultants throughout the state and by
bundling projects and providing services remotely, when possible, all of which reduce the need for travel.
Energy Reduction
With our leaseholder's permission, the Centre disconnected its office from the building’s automatic HVAC system to
ensure that the space is only being heated and cooled while it is occupied, which is rare due to our hybrid work model.
Materials Reduction
To facilitate the shift to a hybrid work model, the Centre has converted its daily operations from paper to digital, which
dramatically reduced the consumption of paper. The Centre is in the process of implementing a Learning Management
System (an online portal for the posting and distribution of teaching materials), which will replace hardbound learning
materials distributed to clients.
The Centre’s Digital Catalog
In pursuit of its purpose to Advance the Public Good, The Centre works closely with our partners to create custom,
strategic approaches to organizational excellence. The Centre offers an extensive library of programs and services that
meet the needs of community-serving organizations throughout California. Our services are detailed in The Centre’s
Digital Catalog, which is located on our website at www.tcfoe.com.
G. AGREEMENT & INSURANCE REQUIREMENTS
The Centre approves the provisions included in the City’s Standard Professional Services Agreement, with exception to
the following:
10. Indemnification. The references to the city's negligence in part A of the indemnification clause are unlike the
wording used in our other client contracts. Rather than requesting a redaction of this section, The Centre would
request the opportunity to confer with legal counsel about its implication before approving any final contracts.
20. Business License & Tax. The Centre is a tax-exempt government entity, therefore, we would apply for an
exemption, if possible.
Exhibit B.2. Automobile Liability. The Centre does not own any vehicles, and as such, does not carry Symbol 1
(owned auto) insurance, but does carry Symbols 8 (hired auto) & 9 (non-owned auto).
o We’d ask to strike the reference to “owned automobiles.”
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
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 (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
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
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
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
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.
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
TCFOE Org Development Director Retreat
Agreement
Final Audit Report 2024-10-04
Created:2024-10-02
By:Bernadette Sullivan (bernadette.sullivan@cityofsanrafael.org)
Status:Signed
Transaction ID:CBJCHBCAABAAsKmVNq6CLzm-WNnZg9-89b2bQg5xt-AH
"TCFOE Org Development Director Retreat Agreement" History
Document created by Bernadette Sullivan (bernadette.sullivan@cityofsanrafael.org)
2024-10-02 - 4:26:39 PM GMT
Document emailed to Sommer Kehrli (skehrli@tcfoe.com) for signature
2024-10-02 - 4:26:56 PM GMT
Email viewed by Sommer Kehrli (skehrli@tcfoe.com)
2024-10-04 - 11:46:37 PM GMT
Document e-signed by Sommer Kehrli (skehrli@tcfoe.com)
Signature Date: 2024-10-04 - 11:48:44 PM GMT - Time Source: server
Agreement completed.
2024-10-04 - 11:48:44 PM GMT
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
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
Click here to
enter a date.
9/16/2024
☐
☒
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
9/16/2024
9/16/2024
☒ NT
☒ NT
3 Department Director Approval of final agreement form to send to
contractor
10/24/2023 ☒ ____
4 Project Manager
Forward three (3) originals of final agreement to
contractor for their signature
10/7/2024 ☒
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
☒
PRINT CONTINUE ROUTING PROCESS WITH HARD COPY
6 Project Manager Forward signed original agreements to City
Attorney with printed copy of this routing form
10/07/24 BS
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 Manager’s Office
Project Manager: Cristine Alilovich Extension:
Contractor Name: The Centre for Organization Effectiveness
Contractor’s Contact: Greg Harkless Contact’s Email: gharkless@tcfoe.com
☐ FPPC: Check if Contractor/Consultant must file Form 700
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
TCFOE Org Development Director Retreat
Agreement - signed
Final Audit Report 2024-10-28
Created:2024-10-10
By:Nataly Torres (nataly.torres@cityofsanrafael.org)
Status:Signed
Transaction ID:CBJCHBCAABAAxepQuelfSre0GDT2vQMdJlUgnzWkMsZw
"TCFOE Org Development Director Retreat Agreement - signed"
History
Document created by Nataly Torres (nataly.torres@cityofsanrafael.org)
2024-10-10 - 9:53:14 PM GMT- IP address: 199.88.113.8
Document emailed to Laraine Gittens (laraine.gittens@cityofsanrafael.org) for approval
2024-10-10 - 10:01:15 PM GMT
Email viewed by Laraine Gittens (laraine.gittens@cityofsanrafael.org)
2024-10-10 - 10:52:55 PM GMT- IP address: 104.47.65.254
Document approved by Laraine Gittens (laraine.gittens@cityofsanrafael.org)
Approval Date: 2024-10-10 - 10:59:39 PM GMT - Time Source: server- IP address: 199.88.113.8
Document emailed to rob.epstein@cityofsanrafael.org for signature
2024-10-10 - 10:59:41 PM GMT
Email viewed by rob.epstein@cityofsanrafael.org
2024-10-15 - 6:40:16 PM GMT- IP address: 73.170.94.56
Signer rob.epstein@cityofsanrafael.org entered name at signing as Robert F. Epstein
2024-10-15 - 6:40:33 PM GMT- IP address: 73.170.94.56
Document e-signed by Robert F. Epstein (rob.epstein@cityofsanrafael.org)
Signature Date: 2024-10-15 - 6:40:35 PM GMT - Time Source: server- IP address: 73.170.94.56
Document emailed to city.clerk@cityofsanrafael.org for approval
2024-10-15 - 6:40:37 PM GMT
Email viewed by city.clerk@cityofsanrafael.org
2024-10-15 - 6:57:45 PM GMT- IP address: 104.47.65.254
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
Signer city.clerk@cityofsanrafael.org entered name at signing as Brenna Nurmi
2024-10-15 - 6:57:55 PM GMT- IP address: 199.88.113.8
Document approved by Brenna Nurmi (city.clerk@cityofsanrafael.org)
Approval Date: 2024-10-15 - 6:57:57 PM GMT - Time Source: server- IP address: 199.88.113.8
Document emailed to cristine.alilovich@cityofsanrafael.org for signature
2024-10-15 - 6:57:59 PM GMT
Email viewed by cristine.alilovich@cityofsanrafael.org
2024-10-25 - 2:40:06 AM GMT- IP address: 64.154.139.226
New document URL requested by cristine.alilovich@cityofsanrafael.org
2024-10-25 - 2:40:10 AM GMT- IP address: 64.154.139.226
Signer cristine.alilovich@cityofsanrafael.org entered name at signing as Cristine Alilovich
2024-10-25 - 2:43:43 AM GMT- IP address: 72.194.56.226
Document e-signed by Cristine Alilovich (cristine.alilovich@cityofsanrafael.org)
Signature Date: 2024-10-25 - 2:43:45 AM GMT - Time Source: server- IP address: 72.194.56.226
Document emailed to city.clerk@cityofsanrafael.org for signature
2024-10-25 - 2:43:47 AM GMT
Email viewed by city.clerk@cityofsanrafael.org
2024-10-25 - 3:47:32 PM GMT- IP address: 67.169.52.201
Signer city.clerk@cityofsanrafael.org entered name at signing as Brenna Nurmi (for)
2024-10-28 - 2:49:24 PM GMT- IP address: 199.88.113.8
Document e-signed by Brenna Nurmi (for) (city.clerk@cityofsanrafael.org)
Signature Date: 2024-10-28 - 2:49:26 PM GMT - Time Source: server- IP address: 199.88.113.8
Agreement completed.
2024-10-28 - 2:49:26 PM GMT
Docusign Envelope ID: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB
Certificate Of Completion
Envelope Id: F89A4EBB-C4DC-4874-879E-EBA93A83FDCB Status: Completed
Subject: Docusign: 1st Amendment with The Centre for Organization Effectiveness for development Services
Source Envelope:
Document Pages: 41 Signatures: 4 Envelope Originator:
Certificate Pages: 5 Initials: 4 Alissa Curtin
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
111 Morphew St
San Rafael, CA 94901
Alissa.Curtin@cityofsanrafael.org
IP Address: 24.6.232.245
Record Tracking
Status: Original
8/15/2025 1:40:26 PM
Holder: Alissa Curtin
Alissa.Curtin@cityofsanrafael.org
Location: DocuSign
Signer Events Signature Timestamp
Marissa Sanchez
Marissa.Sanchez@cityofsanrafael.org
HR Director
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address:
2601:645:e7c:d280:a8d9:3f01:c019:8123
Sent: 11/3/2025 4:10:00 PM
Viewed: 11/3/2025 4:15:08 PM
Signed: 11/3/2025 4:15:19 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Nataly Torres
Nataly.Torres@cityofsanrafael.org
Legal Assistant
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 11/3/2025 4:15:21 PM
Viewed: 11/3/2025 4:15:58 PM
Signed: 11/3/2025 4:16:04 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Van Bach
vanb@cityofsanrafael.org
Signing Group: Finance
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 11/3/2025 4:15:21 PM
Viewed: 11/3/2025 4:16:25 PM
Signed: 11/6/2025 9:37:18 AM
Electronic Record and Signature Disclosure:
Accepted: 11/6/2025 9:36:50 AM
ID: 4dc0ab80-9d59-4a66-abc6-f75e684d820a
Sommer Kehrli
skehrli@tcfoe.com
CEO
Sommer Kehrli
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address:
2600:1017:b4ba:138d:c5bb:1bc4:52b2:17bc
Signed using mobile
Sent: 11/6/2025 9:37:21 AM
Viewed: 11/6/2025 11:42:40 AM
Signed: 11/6/2025 12:55:03 PM
Electronic Record and Signature Disclosure:
Accepted: 11/6/2025 11:42:40 AM
ID: e75d092c-2b28-4dc3-ac0c-dacb6868aa9c
Signer Events Signature Timestamp
Andrea Visveshwara
Andrea.Visveshwara@cityofsanrafael.org
Chief Assistant City Attorney
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 199.88.113.8
Sent: 11/6/2025 12:55:06 PM
Viewed: 11/10/2025 9:07:13 AM
Signed: 11/10/2025 9:08:00 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Heather Davis
Heather.Davis@cityofsanrafael.org
Risk Manager
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address:
2601:205:4b01:1550:e5cc:fe89:7a0c:3980
Sent: 11/6/2025 12:55:06 PM
Viewed: 11/6/2025 3:26:32 PM
Signed: 11/6/2025 3:26:43 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Cristine Alilovich
Cristine.Alilovich@cityofsanrafael.org
City Manager
City of San Rafael
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 71.198.110.147
Sent: 11/10/2025 9:08:03 AM
Viewed: 11/13/2025 9:18:10 PM
Signed: 11/13/2025 9:18:18 PM
Electronic Record and Signature Disclosure:
Accepted: 8/8/2025 5:50:59 PM
ID: 92734b64-c5dc-4308-af7f-b0f4b9ffd306
Lindsay Lara
Lindsay.Lara@cityofsanrafael.org
City Clerk
City of San Rafael
Signing Group: City Clerk
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 73.93.107.4
Sent: 11/13/2025 9:18:21 PM
Viewed: 11/14/2025 8:58:08 AM
Signed: 11/14/2025 8:59:48 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Nataly Torres
Nataly.Torres@cityofsanrafael.org
Legal Assistant
City of San Rafael
Security Level: Email, Account Authentication
(None)
Using IP Address: 199.88.113.8
Sent: 8/15/2025 2:30:45 PM
Resent: 10/31/2025 2:47:12 PM
Viewed: 11/3/2025 4:06:14 PM
Completed: 11/3/2025 4:09:59 PM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Lidia Que
Lidia.Que@cityofsanrafael.org
City of San Rafael
Security Level: Email, Account Authentication
(None)
Sent: 11/14/2025 8:59:52 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Robert Keeley
rkeeley@tcfoe.com
Security Level: Email, Account Authentication
(None)
Sent: 11/14/2025 8:59:53 AM
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 8/15/2025 2:30:45 PM
Envelope Updated Security Checked 8/20/2025 11:33:41 AM
Envelope Updated Security Checked 11/3/2025 4:01:09 PM
Envelope Updated Security Checked 11/3/2025 4:09:59 PM
Envelope Updated Security Checked 11/3/2025 4:09:59 PM
Envelope Updated Security Checked 11/3/2025 4:09:59 PM
Envelope Updated Security Checked 11/3/2025 4:10:00 PM
Envelope Updated Security Checked 11/3/2025 4:10:00 PM
Envelope Updated Security Checked 11/3/2025 4:10:00 PM
Certified Delivered Security Checked 11/14/2025 8:58:08 AM
Signing Complete Security Checked 11/14/2025 8:59:48 AM
Completed Security Checked 11/14/2025 8:59:53 AM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure
ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of San Rafael (we, us or Company) may be required by law to provide to you certain written
notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures
electronically through the DocuSign system. Please read the information below carefully and thoroughly, and if you can
access this information electronically to your satisfaction and agree to this Electronic Record and Signature Disclosure
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Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available electronically to you by us.
You will have the ability to download and print documents we send to you through the DocuSign system during and
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limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to
send you paper copies of any such documents from our office to you, you will be charged a $0.00 per-page fee. You may
request delivery of such paper copies from us by following the procedure described below.
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If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us
that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your
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Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can
complete certain steps in transactions with you and delivering services to you because we will need first to send the
required notices or disclosures to you in paper format, and then wait until we receive back from you your
acknowledgment of your receipt of such paper notices or disclosures. Further, you will no longer be able to use the
DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from
us.
All notices and disclosures will be sent to you electronically
Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you
through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents
that are required to be provided or made available to you during the course of our relationship with you. To reduce the
chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and
disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the
disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with
this process, please let us know as described below. Please also see the paragraph immediately above that describes the
consequences of your electing not to receive delivery of the notices and disclosures electronically from us.
How to contact City of San Rafael:
You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies
of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as
follows: To contact us by email send messages to: city.clerk@cityofsanrafael.org
To advise City of San Rafael of your new email address
To let us know of a change in your email address where we should send notices and disclosures electronically to you, you
must send an email message to us at city.clerk@cityofsanrafael.org and in the body of such request you must state: your
Electronic Record and Signature Disclosure created on: 5/22/2025 12:46:43 PM
Parties agreed to: Van Bach, Sommer Kehrli, Cristine Alilovich
previous email address, your new email address. We do not require any other information from you to change your email
address.
If you created a DocuSign account, you may update it with your new email address through your account preferences.
To request paper copies from City of San Rafael
To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically,
you must send us an email to city.clerk@cityofsanrafael.org and in the body of such request you must state your email
address, full name, mailing address, and telephone number. We will bill you for any fees at that time, if any.
To withdraw your consent with City of San Rafael
To inform us that you no longer wish to receive future notices and disclosures in electronic format you may:
i. decline to sign a document from within your signing session, and on the subsequent page, select the check-box
indicating you wish to withdraw your consent, or you may;
ii. send us an email to city.clerk@cityofsanrafael.org and in the body of such request you must state your email, full name,
mailing address, and telephone number. We do not need any other information from you to withdraw consent.. The
consequences of your withdrawing consent for online documents will be that transactions may take a longer time to
process..
Required hardware and software
The minimum system requirements for using the DocuSign system may change over time. The current system
requirements are found here: https://support.docusign.com/guides/signer-guide-signing-system-requirements.
Acknowledging your access and consent to receive and sign documents electronically
To confirm to us that you can access this information electronically, which will be similar to other electronic notices and
disclosures that we will provide to you, please confirm that you have read this ERSD, and (i) that you are able to print on
paper or electronically save this ERSD for your future reference and access; or (ii) that you are able to email this ERSD to
an email address where you will be able to print on paper or save it for your future reference and access. Further, if you
consent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check-
box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.
By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm that:
You can access and read this Electronic Record and Signature Disclosure; and
You can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and
Disclosure to a location where you can print it, for future reference and access; and
Until or unless you notify City of San Rafael as described above, you consent to receive exclusively through
electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required
to be provided or made available to you by City of San Rafael during the course of your relationship with City of
San Rafael.