HomeMy WebLinkAboutItem 13 - City Attorney Department Organizational Assessment and Strategic Plan
Department Name: City Attorney
Cost Center: 1501
For Agenda of: May 18, 2021
Placement: Consent Item
Estimated Time: N/A
FROM: Christine Dietrick, City Attorney
Prepared By: Kelly White, TAO Legal Analyst
SUBJECT: CITY ATTORNEY DEPARTMENT ORGANIZATIONAL ASSESSMENT
AND STRATEGIC PLAN
RECOMMENDATION
1. Authorize the issuance of a Request for Proposals (RFP) (Attachment A) for consulting
services to prepare an organizational assessment and strategic plan for the City Attorney
Department; and
2. Authorize the City Manager to award the assessment contract if within the funding amount
appropriated in the adopted 2021-2022 budget.
DISCUSSION
Background
Departments within the City, at various times over the last decade or more, have conducted
organizational assessments for the purpose of obtaining an outside perspective on how to more
efficiently and effectively complete workload and meet the expectations of the City Council and
the community. Many of these assessments have included the creation or amendment of a
department strategic plan; a thoughtful, thorough document to capture the goals of the
department, align with the goals of the City, and plan for how best to align resources,
departmental structure and processes with workload and organizational service demands. As far
as current staff is aware, the City Attorney Department has never completed such an assessment
and does not have a strategic plan.
Over the years, the City Attorney Department has noted a growing discrepancy between evolving
workload demands and departmental resources available to address organizational legal support
needs, as well as a diminished capacity to provide proactive legal advice and organizational
training within existing resources. At various times, additional funding and staffing have been
approved, on a temporary basis, to meet what was hoped to be a short-term need. However,
increased demand has continued for several years and the department now assesses ongoing and
increased demands as a continuing baseline requiring additional ongoing resources to sustain
levels of service to a city that has grown in size, jurisdictional scope, and complexity.
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Project Scope of Work
At this time, the City Attorney Department is recommending the completion of an assessment to
evaluate its ongoing and existing operations, staffing, and service levels, and to develop a
strategic implementation plan for possible improvement. The scope of work is the assessment of
the City Attorney Department structure, processes and methods of service delivery, with specific
attention paid to staffing levels to determine whether staffing levels contemplated in the 2021-23
Financial Plan are appropriate to carry out ongoing and anticipated duties efficiently and
effectively and whether process or technology improvements to enhance service delivery and
workload management can be identified.
Interviews of Department and citywide stakeholders will be held, and a thorough review of
processes used to receive, track and complete work assignments will be conducted, including
communication methods, software used, and volume of workload. This information and analysis
will be compiled into a final report with a strategic implementation plan. The Department will
utilize the report to make changes to improve operations, effectiveness, organization, and
strategic direction for the future. This report will be delivered in time to incorporate the
recommended changes into the 2022-23 budget (creation/adoption process expected to begin in
February 2022).
The assessment will review all Department responsibilities and its interactions with, and impact
on, other City departments/divisions and will identify opportunities for improvement in each of
the following general areas:
1. Core Services: Assess the core and high priority services performed by the City Attorney
Department to establish a baseline expectation when new issues arise, or new programs
are implemented, that require legal support.
2. Organizational and Management Structure: Review staffing levels (within Department)
and reporting relationships (within Department and connections to other
departments/divisions).
3. Outsourcing and Insourcing Opportunities: Identify opportunities by function to either
bring in-house or contract out services/responsibilities to increase efficiency and
effectiveness.
4. Administrative Citation Appeals Processing: Identify opportunities for streamlining with
the goal of reducing processing times, seeking greater cross-departmental coordination,
and improving communication (internal and external).
5. Public Record Request Review/Processing: Identify opportunities for streamlining
(related to staff time or software implementation) with the goal of reducing processing
times, seeking greater cross-departmental coordination, improving independent public
access and transparency, and improving communication (internal and external).
6. Information Technology: Identify technology improvements to facilitate greater
efficiency.
7. Best Management and Performance Measure Tracking: Identification of activity and
performance management tools, and benchmarking against accepted public agency
standards and service levels.
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8. Communication: Review interaction methods (with City staff and members of the
community) to identify opportunities for improved response times and reduction in non-
legal questions/requests for assistance.
9. Explore Other Issues Discovered: Discover other opportunities for improvements,
including those related to interaction with other departments.
10. Recommendations for Change: Prioritize recommendations, cost/savings associated with
each recommendation, suggested timeline, and implementation plan.
Proposed Project Schedule
Date Task Responsible Party
5/19/2021 Issue RFP City Attorney/Finance
6/1/2021 Deadline to submit proposal -
6/2/21 – 6/15/21 Staff review of proposals City Attorney
6/10/2021 Interviews with short-list candidates City Attorney
June 2021
(post budget adoption)
Negotiation and finalization of agreement
for services subject to budget approval
City Attorney/ City
Manager
July 1, 2021 Agreement start date -
July-October 2021 Analysis by consultant Consultant & Staff
November 2021 Draft report submitted for review
Feedback provided
Consultant
City Attorney/
Stakeholders
December 2021 Revisions to report completed and final
report submitted
Consultant
January 2022 Implementation of recommendations for
current fiscal year
City Attorney
Feb – Jun 2022 Participation in supplemental budget
process in order to implement
recommendations for fiscal year 2022-23
City Attorney
Previous Council Action
• Each fiscal year since 2016-17, Council has approved $150,000 in Temporary Salaries
budget for the City Attorney Department.
• Prior direction given during City Attorney and City Manager evaluation processes to bring
forward proposal to address department resource needs.
• Strategic Budget Direction provided to proceed with 2021-23 Financial Plan Proposals to
address on-going deficits in City Attorney Department staffing and propose structural
changes for sustainable, ongoing departmental operations.
Policy Context
• Major City Goal of Fiscal Responsibility
• Fiscal Health Response Plan
• Major City goal Work Plan support
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The City Attorney’s Department provides legal advice and support to the Council, the Planning
Commission, the Department Head team and all City departments and staff to implement Major
City Goal work programs and support core operational actions of the City consistent with
applicable laws. Given the breadth and depth of organizational legal support needs, combined
with significant ongoing and anticipated transitions throughout the organization, demand has
outpaced available resource. Failure to match resource with demand will continue and exacerbate
existing diminished capacity for proactive legal review, advise and training and presents an
increased risk of organizational legal non-compliance and liability against the City, which can
compromise the City’s ability to achieve its ambitious work plan objectives and result in legal
challenges that misdirect both staff and financial resources away from core operations.
CONCURRENCE
The City Manager and Human Resources Director advised, and the department included,
completion of an assessment prior to any final approval of requests for regular staffing changes
as proposed in the 2021-23 Financial Plan and concur with issuance of the RFP for that process.
ENVIRONMENTAL REVIEW
The California Environmental Quality Act does not apply to the recommended action in this
report, because the action does not constitute a “Project” under CEQA Guidelines Sec. 15378.
FISCAL IMPACT
Budgeted: Pending Budget Year: 2021-22
Funding Identified: Yes
Fiscal Analysis:
Funding Sources Current FY Cost
Annualized
On-going Cost
Total Project
Cost
General Fund $60,000 - $60,000
State
Federal
Fees
Other:
Total $60,000 - $60,000
In the 2021-23 Financial Plan, an SOBC is being recommended for appropriation with the 2021-
22 budget to cover the cost of this assessment. Initial Council strategic budget direction was to
proceed with the inclusion of the SOBC in the final proposed budget. Staff seeks to begin work
with the consultant as soon as possible in the new fiscal year and would like to review proposals
now and set the agreement for services to begin July 1, 2021. If final budget adoption does not
include funds for the assessment, no agreement will be executed.
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ALTERNATIVES
1. Do not approve the issuance of the RFP. This is not recommended as the proposed
consultant work could be highly valuable and provide great benefit to the efficient operation
of the City Attorney Department and enhanced organizational support.
2. Defer the RFP to a later date. This is not recommended as workload management and
staffing deficiencies have already been identified and will persist.
3. Provide direction to accomplish analysis of workload via a method other than contracting
with an outside consultant. The work could be done internally by staff, but staff do not have
expertise in the field of work program assessments, would lack the capacity to do an industry
best practices assessment, and also would need supplemental staffing beyond existing
temporary staffing levels to cover existing workload during the analysis and review process.
Attachments:
a - RFP for City Attorney Department Organizational Assessment
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The City of San Luis Obispo is committed to including disabled persons in all of our services, programs and activities.
Telecommunications Device for the Deaf (805) 781-7410.
Notice Requesting Proposals for ORGANIZATIONAL ASSESSMENT OF THE CITY ATTORNEY
DEPARTMENT
The City of San Luis Obispo is requesting proposals for consultant services to conduct an organizational
assessment and development of a strategic plan for the City’s in-house City Attorney Department.
All firms interested in receiving further correspondence regarding this Request for Proposals (RFP) will be
required to complete a free registration using BidSync (https://www.bidsync.com/bidsync-app-
web/vendor/register/Login.xhtml). All proposals must be received via BidSync by the Department of
Finance at or before 5:00 P.M. PST on June 1, 2021.
Proposals received after said time may not be considered. Proposals shall be submitted electronically via
BidSync using the forms provided and as described in the project package.
Project packages and additional information may be obtained at the City’s BidSync website at
www.BidSync.com. Please contact Kelly White at kwhite@slocity.org or (805)781-7140 with any
questions.
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TABLE OF CONTENTS
A. INTRODUCTION ......................................................................................................................................... 1
B. SCOPE OF WORK ....................................................................................................................................... 3
C. PRELIMINARY PROJECT SCHEDULE ........................................................................................................... 5
D. PROJECT BUDGET ..................................................................................................................................... 6
E. GENERAL TERMS AND CONDITIONS ........................................................................................................ 6
F. SPECIAL TERMS AND CONDITIONS ......................................................................................................... 11
G: FORM OF AGREEMENT ........................................................................................................................... 16
H: INSURANCE REQUIREMENTS .................................................................................................................. 18
I: PROPOSAL SUBMITTAL FORM ................................................................................................................. 20
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A. INTRODUCTION
The City of San Luis Obispo is a charter city governed by a five -member City Council. The City Manager
and City Attorney report directly to the Council, with all other departments reporting as shown below.
The City Attorney Department provides legal advice and representation to the City Council, the Planning
Commission, all City departments and staff, and City advisory bodies to accomplish Major City Goals, other
important objectives, and core operational functions in accordance with the law. Responsibilities include:
City Council, Advisory Body, and cross-departmental legal review and advice to ensure general compliance
with applicable laws and to minimize liability exposure; defending or managing the defense of claims and
litigation against the City and initiating civil actions on behalf of the City; enforcing and prosecuting
violations of the Municipal Code, including both criminal violations and civil/administrative enforcement;
coordinating the City's review of and response to proposed county, state, and federal legislation; advising
City staff on compliance with the California Public Records Act, and reviewing and producing documents
subject to disclosure; and administering and providing staff support for administrative citation appeals to
hearing officers and the City’s Administrative Review Board.
City Council
City Manager
Assist. City Manager
(Community Services)
Community
Development
Parks &
Recreation
Public Works Utilities
Other
Departments
Administration
& IT Finance
Fire Human
Resources
Police
City Attorney
Advisory Bodies
(18)
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Departments
Nine (9) City departments ultimately report to the City Manager, and those departments are broken up
into divisions/programs all with their own objectives and responsibilities as components of Major City
Goals, other important objectives, and core operational functions. The City Attorney Department is legal
advisor to all of these departments, divisions and staff throughout the organization. The City Attorney is
the primary advisor and legal staff to the City Council and the Assistant City Attorney is the primary advisor
and staff to the Planning Commission. When specialized counsel is required, legal services are contracted
out in consultation with the attorneys in the Department.
Advisory Bodies
The City currently has eighteen (18) advisory bodies:
1. Active Transportation Committee
2. Administrative Review Board
3. Architectural Review Commission
4. Construction Board of Appeals
5. Council Compensation Committee
6. Cultural Heritage Committee
7. Diversity, Equity, Inclusion (Task Force)
8. Housing Authority Board
9. Human Relations Commission
10. Jack House Committee
11. Mass Transportation Committee
12. Parks and Recreation Commission
13. Personnel Board
14. Planning Commission
15. Promotional Coordinating Committee
16. Revenue Enhancement Oversight Commission
17. Tourism Business Improvement District Board
18. Tree Committee
Several of the Advisory Bodies meet regularly and require a moderate level of legal support (research,
advice, and document review, e.g., Planning Commission, ARC, CHC, Tree Committee). A few advisory
bodies meet more rarely (e.g., Construction Board of Appeals; Personnel Board; Council Compensation
Committee), but when they do meet, they require a high level of legal support, often including updated
conflicts of interest, Brown Act, and procedural and due process training. The remaining bodies have
dedicated staff support who only contact the Department when legal support is needed, which is
infrequent (e.g., Tourism Business Improvement District Board; Housing Authority).
The City Attorney Department
The Department consists of three (3) full-time, regular employees. Various combinations of temporary
employees and contract and supplemental staffing have been implemented over the last several years to
meet the workload demands on the Department. The current structure is as follows:
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*The Legal Assistant/Paralegal is currently working as a Legal Analyst on a temporary assignment basis. A reclassification to Legal Analyst has
been recommended to the City Council for adoption as part of the 2021-23 Financial Plan.
B. SCOPE OF WORK
The City is seeking a consultant to perform an organizational assessment of the City Attorney Department
and assist with the development of a strategic plan to implement findings and chart a path for future legal
operations success. The complexity and volume of requests for legal advice, and legal services
administrative support, have increased over several years with no corresponding increase in permanent,
assigned staffing resources or permanent supplemental services funding to the Department. Department
staff have sustained operations through process improvements and temporary resource implementation,
but several years of history indicate that current and increased workload and organizational legal support
needs are likely to continue and increase. The objective of the assessment is to evaluate and develop
recommendations to align current and anticipated workload and ongoing resources to ensure sustainable
and effective legal services positioned to address evolving organizational legal support needs.
The City is soliciting a consultant to work closely with department staff to assess and understand current
workload and practices, perform an independent assessment of departmental staffing and structure,
make recommendations, and assist with the development of a strategic plan for efficient and effective
alignment of resources with current and anticipated organizational legal services demands. The focus
should be on aligning sufficient, properly trained, reliable, and effective staff to efficiently and effectively
deliver high level legal services to the Council and the entire organization. The assessment should also
consider and make recommendations regarding whether and how process or technology changes or new
implementations can help the department provide a continued high level of service and quality work-
product to meet the expectations of City Council, staff and all those who rely on it for legal support and
guidance.
Proposers should include links to, or examples of, similar work product performed for public agency clients
or similarly situated in-house legal departments and references from prior clients.
City Attorney
Full-time, Regular
Assistant City Attorney
Full-time, Regular
Legal Assistant/Paralegal
(Legal Analyst*)
Full-time, Regular
Temp. Legal Assistant II
Part-time, Supplemental
Temp. Legal Assistant I
Full-time, Supplemental
Temp. Legal Assistant I
Full-time, Supplemental
Temp. Asst. City Attorney
Part-time, Supplemental
Contract Legal Services
as-needed
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Project Strategy and Scope of Services
Conduct Analysis: The consultant will review the City Attorney Department organization, structure, and
work processes to determine whether resources align with expectations and workload. Interviews will be
conducted with Department staff and data collected by any appropriate means that will enhance
consultant’s ability to understand existing practices and generate a final report with strategies for
resource alignment and improvement.
Ensure Involvement of Stakeholders: The consultant shall use multiple communication methods including
individual interviews, group meetings, surveys, and other data collections methods to engage with and
obtain feedback from City personnel identified from the City Manager and Administration & IT,
Community Development, Parks & Recreation, Public Works, Utilities, Finance, Fire, Human Resources,
and Police Departments. Outreach should also be made to Planning Commissioners and City
Councilmembers, as well as staff liaison and/or chairs of other advisory bodies, as may be deemed
necessary. Pre-meeting information via email or other means will likely be required to prepare
interviewees.
Sufficient time should be allocated for stakeholders to review and offer input on preliminary findings and
recommendations of consultant prior to creation of a final report.
Starting Point for Scope of Services: Proposers are expected to generate their own scope of services as
part of their proposal. There are mandatory proposal components detailed in later sections of this RFP,
and some details are provided below as a starting point, but it is the obligation of the proposer to craft
and propose a set of services that will provide the City with its expected work-product within its expected
timeline.
1. Core Services: Assess the core and high priority services performed by the City Attorney
Department to establish a baseline expectation when new issues arise, or new programs are
implemented, that require legal support.
2. Organizational and Management Structure: Review staffing levels (within Department) and
reporting relationships (within Department and connections to the Department Head Team, and
other departments/divisions).
3. Outsourcing and Insourcing Opportunities: Identify opportunities by function to either bring in-
house or contract out services/responsibilities to increase efficiency and effectiveness.
4. Administrative Citation Appeals Processing: Identify opportunities for streamlining with the goal
of reducing processing times, seeking greater cross-departmental coordination, and improving
communication (internal and external).
5. Public Record Request Review/Processing: Identify opportunities for departmental document
management, integrated with organizational document management strategies, streamlining
(related to staff time or software implementation) with the goal of reducing processing times,
seeking greater cross-departmental coordination, enhancing independent and transparent public
access, and improving communication (internal and external).
6. Information Technology: Identify technology improvements to facilitate greater efficiency, with
attention to integration with current or anticipated city technology implementations.
7. Best Management and Performance Measure Tracking: Identification of activity and performance
management tools, and benchmarking against accepted public agency standards and service
levels for similarly sized, structured, and resourced cities and departments.
8. Communication: Review interaction methods (with City staff and members of the community) to
identify opportunities for improved response times and reduction in non-legal questions/requests
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for assistance.
9. Explore Other Issues Identified: Assess and identify other opportunities for improvements,
including those related to intake, tracking and interaction with other departments.
10. Recommendations for Change: Identify and prioritize recommendations; identify cost/savings
and or efficiencies/effectiveness enhancements associated with each recommendation; provide
suggested timeline, and implementation plan.
C. PRELIMINARY PROJECT SCHEDULE
Date Task Responsible Party
5/19/2021 Issue RFP City Attorney/Finance
6/1/2021 Deadline to submit proposal -
6/2/21 – 6/15/21 Staff review of proposals City Attorney
6/10/2021 Interviews with short-list candidates City Attorney
June 2021
(post budget adoption)
Negotiation and finalization of agreement for
services subject to budget approval
City Attorney/ City
Manager
July 1, 2021 Agreement start date -
July-October 2021 Analysis by consultant Consultant & Staff
November 2021 Draft report submitted for review
Feedback provided
Consultant
City Attorney/
Stakeholders
December 2021 Revisions to report completed and final report
submitted
Consultant
January 2022 Implementation of recommendations for
current fiscal year
City Attorney
Feb – Jun 2022 Participation in supplemental budget process
in order to implement recommendations for
fiscal year 2022-23
City Attorney
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D. PROJECT BUDGET
In the proposed City of San Luis Obispo 2021-23 Financial Plan, a one-time allocation not to exceed
$60,000 is being recommended to cover the cost of this assessment. Initial City Council review and
strategic budget direction to staff instructed the City Manager to include the funding in the final budget
proposal, but that final proposed budget will not be reviewed and adopted by Council until June 2021.
Proposals should assume an absolute ceiling of $60,000 for all work proposed, including any necessary
subconsultant work, contingencies and delays.
E. GENERAL TERMS AND CONDITIONS
PROPOSAL REQUIREMENTS
1. Requirement to Meet All Provisions. Each individual or firm submitting a proposal (Consultant)
shall meet all the terms, and conditions of the Request for Proposals (RFP) project package.
By virtue of its proposal submittal, the Consultant acknowledges agreement with and
acceptance of all provisions of the RFP specifications.
2. Proposal Submittal. Each proposal must be submitted on the form(s) provided in the
specifications and accompanied by any other required submittals or supplemental materials.
Proposal documents shall be submitted via Bid Sync.
3. Insurance Certificate. Each proposal must include a certificate of insurance showing:
a. The insurance carrier and its A.M. Best rating.
b. Scope of coverage and limits.
c. Deductibles and self-insured retention.
The purpose of this submittal is to generally assess the adequacy of the Consultant’s
insurance coverage during proposal evaluation; as discussed under paragraph 12 below,
endorsements are not required until contract award. The City’s insurance requirements
are detailed in Section H.
4. Proposal Withdrawal. A Consultant may withdraw its proposal, without prejudice prior to
the time specified for the proposal opening, by submitting a written request to the Director
of Finance for its withdrawal. No proposal received after the time specified, or at any place
other than that stated, in the “Notice Requesting Proposals” will be considered.
5. Submittal of One Proposal Only. No individual or business entity of any kind shall be allowed
to make or file, or to be interested as the primary submitter in, more than one proposal,
except an alternative proposal when specifically requested. The proposal may include
recommended cost saving modifications to scope or contemplated approach that will
accomplish articulated objectives in a more efficient or cost-effective manner.
6. Communications. All timely requests for information submitted in writing will receive a
written response from the City. Telephone communications with City staff are not
encouraged but will be permitted. However, any such oral communication shall not be
binding on the City.
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CONTRACT AWARD AND EXECUTION
7. Proposal Retention and Award. The City reserves the right to retain all proposals for a period
in compliance with its adopted retention schedule. The City also reserves the right to waive
non-substantial irregularities in any proposal, to reject any or all proposals, to reject or delete
one part of a proposal and accept the other, except to the extent that proposals are qualified
by specific limitations. See the “special terms and conditions” in Section F of these
specifications for proposal evaluation and contract award criteria.
8. Competency and Responsibility of Consultant. The City reserves full discretion to determine
the competence and responsibility, professionally and/or financially, of Consultants.
Consultants will provide, in a timely manner, all information that the City deems necessary to
make such a decision.
9. Contract Requirement. The Consultant to whom award is made (Contractor) shall execute a
written contract with the City within ten (10) calendar days after notice of the award has been
sent by mail or email to it at the address given in its proposal. The contract shall be made in
the form adopted by the City and incorporated in these specifications.
CONTRACT PERFORMANCE
10. Insurance Requirements. The Contractor shall provide proof of insurance in the form,
coverages and amounts specified in Section H of these specifications within 10 (ten) calendar
days after notice of contract award as a precondition to contract execution.
11. Business License & Tax. The Contractor must have a valid City of San Luis Obispo business
license & tax certificate before execution of the contract. Additional information regarding
the City’s business tax program may be obtained by calling (805) 781-7134.
12. Ability to Perform. The Contractor warrants that it possesses licenses and qualifications
necessary to carry out and complete the work hereunder in compliance with all federal, state,
county, city, and special district laws, ordinances, and regulations.
13. Laws to be Observed. The Contractor shall keep itself fully informed of and shall observe and
comply with all applicable state and federal laws and county and City of San Luis Obispo
ordinances, regulations and adopted codes during its performance of the work.
14. Payment of Taxes. The contract prices shall include full compensation for all taxes that the
Contractor is required to pay.
15. Permits and Licenses. The Contractor shall procure all permits and licenses, pay all charges
and fees, and give all notices necessary.
16. Safety Provisions. The Contractor shall conform to the rules and regulations pertaining to
safety established by OSHA and the California Division of Industrial Safety.
17. Preservation of City Property. The Contractor shall provide and install suitable safeguards,
approved by the City, to protect City property from injury or damage. If City property is
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injured or damaged resulting from the Contractor’s operations, it shall be replaced or restored
at the Contractor’s expense. The facilities shall be replaced or restored to a condition as good
as when the Contractor began work.
18. Immigration Act of 1986. The Contractor warrants on behalf of itself and all subcontractors
engaged for the performance of this work that only persons authorized to work in the United
State pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws
shall be employed in the performance of the work hereunder.
19. Contractor Non-Discrimination. In the performance of this work, the Contractor agrees that
it will not engage in, nor permit such subcontractors as it may employ, to engage in
discrimination in employment of persons because of age, race, color, sex, national origin or
ancestry, sexual orientation, or religion of such persons.
20. Work Delays. Should the Contractor be obstructed or delayed in the work required to be
done hereunder by changes in the work or by any default, act, or omission of the City, or by
strikes, fire, earthquake, or any other Act of God, or by the inability to obtain materials,
equipment, or labor due to federal government restrictions arising out of defense or war
programs, then the time of completion may, at the City’s sole option, be extended for such
periods as may be agreed upon by the City and the Contractor. In the event that there is
insufficient time to grant such extensions prior to the completion date of the contract, the
City may, at the time of acceptance of the work, waive liquidated damages that may have
accrued for failure to complete on time, due to any of the above, after hearing evidence as to
the reasons for such delay, and making a finding as to the causes of same.
21. Payment Terms. The City’s payment terms are 30 days from the receipt of an original invoice
and acceptance by the City of the materials, supplies, equipment, or services pro vided by the
Contractor (Net 30).
22. Inspection. The Contractor shall furnish City with every reasonable opportunity for City to
ascertain that the services of the Contractor are being performed in accordance with the
requirements and intentions of this contract. All work done, and all materials furnished, if
any, shall be subject to the City’s inspection and approval. The inspection of such work shall
not relieve Contractor of any of its obligations to fulfill its contract requirements.
23. Audit. The City shall have the option of inspecting and/or auditing all records and other
written materials used by Contractor in preparing its invoices to City as a condition precedent
to any payment to Contractor.
24. Conflict of Interest. The Contractor covenants that it presently has no interest, and shall not
acquire any interest—direct, indirect or otherwise—that would conflict in any manner or
degree with the performance of the work hereunder. The Contractor further covenants that,
in the performance of this work, no subcontractor or person having such an interest shall be
employed. The Contractor certifies that no one who has or will have any financial interest in
performing this work is an officer or employee of the City. It is hereby expressly agreed that,
in the performance of the work hereunder, the Contractor shall at all times be deemed an
independent contractor and not an agent or employee of the City.
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25. Hold Harmless and Indemnification.
a. Non-design, non-construction Professional Services: To the fullest extent permitted by
law (including, but not limited to California Civil Code Sections 2782 and 2782.8),
Consultant shall indemnify, defend, and hold harmless the City, and its elected officials,
officers, employees, volunteers, and agents (“City Indemnitees”), from and against any
and all causes of action, claims, liabilities, obligations, judgments, or damages, including
reasonable legal counsels’ fees and costs of litigation (“claims”), arising out of the
Consultant’s performance or Consultant’s failure to perform its obligations under this
Agreement or out of the operations conducted by Consultant, including the City’s active
or passive negligence, except for such loss or damage arising from the sole negligence or
willful misconduct of the City. In the event the City Indemnitees are made a party to any
action, lawsuit, or other adversarial proceeding arising from Consultant’s performance of
this Agreement, the Consultant shall provide a defense to the City Indemnitees or at the
City’s option, reimburse the City Indemnitees their costs of defense, including reasonable
legal fees, incurred in defense of such claims.
b. Non-design, construction Professional Services: To the extent the Scope of Services
involve a “construction contract” as that phrase is used in Civil Code Section 2783, this
paragraph shall apply in place of paragraph A. To the fullest extent permitted by law
(including, but not limited to California Civil Code Sections 2782 and 2782.8), Consultant
shall indemnify, defend, and hold harmless the City, and its elected officials, officers,
employees, volunteers, and agents (“City Indemnitees”), from and against any and all
causes of action, claims, liabilities, obligations, judgments, or damages, including
reasonable legal counsels’ fees and costs of litigation (“claims”), arising out of the
Consultant’s performance or Consultant’s failure to perform its obligations under this
Agreement or out of the operations conducted by Consultant, except for such loss or
damage arising from the active negligence, sole negligence or willful misconduct of the
City. In the event the City Indemnitees are made a party to any action, lawsuit, or other
adversarial proceeding arising from Consultant’s performance of this Agreement, the
Consultant shall provide a defense to the City Indemnitees or at the City’s option,
reimburse the City Indemnitees their costs of defense, including reasonable legal fees,
incurred in defense of such claims.
c. Design Professional Services: In the event Consultant is a “design professional”, and the
Scope of Services require Consultant to provide “design professional services” as those
phrases are used in Civil Code Section 2782.8, this paragraph shall apply in place of
paragraphs A or B. To the fullest extent permitted by law (including, but not limited to
California Civil Code Sections 2782 and 2782.8) Consultant shall indemnify, defend and
hold harmless the City and its elected officials, officers, employees, volunteers and agents
(“City Indemnitees”), from and against all claims, damages, injuries, losses, and expenses
including costs, attorney fees, expert consultant and expert witness fees arising out of,
pertaining to or relating to, the negligence, recklessness or willful misconduct of
Consultant, except to the extent caused by the sole negligence, active negligence or willful
misconduct of the City. Negligence, recklessness or willful misconduct of any
subcontractor employed by Consultant shall be conclusively deemed to be the
negligence, recklessness or willful misconduct of Consultant unless adequately corrected
by Consultant. In the event the City Indemnitees are made a party to any action, lawsuit,
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or other adversarial proceeding arising from Consultant’s performance of this Agreement,
the Consultant shall provide a defense to the City Indemnitees or at the City’s option,
reimburse the City Indemnitees their costs of defense, including reasonable legal fees,
incurred in defense of such claims. In no event shall the cost to defend charged to
Consultant under this paragraph exceed Consultant’s proportionate percentage of fault.
However, notwithstanding the previous sentence, in the event one or more defendants
is unable to pay its share of defense costs due to bankruptcy or dissolution of the
business, Consultant shall meet and confer with other parties regarding unpaid defense
costs.
d. The review, acceptance or approval of the Consultant’s work or work product by any
indemnified party shall not affect, relieve or reduce the Consultant’s indemnification or
defense obligations. This Section survives completion of the services or the termination
of this contract. The provisions of this Section are not limited by and do not affect the
provisions of this contract relating to insurance.
26. Contract Assignment. The Contractor shall not assign, transfer, convey or otherwise dispose
of the contract, or its right, title or interest, or its power to execute such a contract to any
individual or business entity of any kind without the previous written consent of the City.
27. Termination for Convenience. The City may terminate all or part of the contract for any or
no reason at any time by giving 30 days written notice to Contractor. Should the City
terminate this Agreement for convenience, the City shall be liable as follows: (a) for standard
or off-the-shelf products, a reasonable restocking charge not to exceed ten (10) percent of
the total purchase price; (b) for custom products, the less of a reasonable price for the raw
materials, components work in progress and any finished units on hand or the price per unit
reflected on this Agreement. For termination of any services pursuant to this Agreement, the
City’s liability will be the lesser of a reasonable price for the services rendered prior to
termination, or the price for the services reflected on the contract. Upon termination notice
from the City, Contractor must, unless otherwise directed, cease work and follow the City’s
directions as to work in progress and finished goods.
28. Termination. If, during the term of the contract, the City determines that the Contractor is
not faithfully abiding by any term or condition contained herein, the City may notify the
Contractor in writing of such defect or failure to perform. This notice must give the Contractor
a 10 (ten) calendar day notice of time thereafter in which to perform said work or cure the
deficiency.
If the Contractor has not performed the work or cured the deficiency within the ten days
specified in the notice, such shall constitute a breach of the contract and the City may
terminate the contract immediately by written notice to the Contractor to said effect.
Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights
under the contract except, however, any and all obligations of the Contractor’s surety shall
remain in full force and effect, and shall not be extinguished, reduced, or in any manner
waived by the terminations thereof.
In said event, the Contractor shall be entitled to the reasonable value of its services performed
from the beginning date in which the breach occurs up to the day it received the City’s Notice
of Termination, minus any offset from such payment representing the City’s damages from
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such breach. “Reasonable value” includes fees or charges for goods or services as of the last
milestone or task satisfactorily delivered or completed by the Contractor as may be set forth
in the Agreement payment schedule; compensation for any other work, services or goods
performed or provided by the Contractor shall be based solely on the City’s assessment of the
value of the work-in-progress in completing the overall work scope.
The City reserves the right to delay any such payment until completion or confirmed
abandonment of the project, as may be determined in the City’s sole discretion, so as to
permit a full and complete accounting of costs. In no event, however, shall the Contractor be
entitled to receive in excess of the compensation quoted in its proposal.
F. SPECIAL TERMS AND CONDITIONS
1. Contract Award. Subject to the reservations set forth in Paragraph 9 of Section E (General
Terms and Conditions) of these specifications, the contract will be awarded based on the
qualifications and experience, quality of work, suitability of approach, references from
current or prior clients for whom consultant has performed similar services, and effectiveness
in communicating with the City.
2. Working Out of Scope. If, at any time during the project, the Contractor is directed to do work
by persons other than the City Attorney and the Contractor believes that the work is outside
of the scope of the original contract, the Contractor shall inform the City Attorney
immediately. If the City Attorney and Contractor both agree that the work is outside of the
project scope and is necessary to the successful completion of the project, then a fee will be
established for such work based on Contractor's hourly billing rates or a lump sum price
agreed upon between the City and the Contractor. Any extra work performed by Contractor
without prior written approval from the City Attorney shall be at Contractor's own expense.
3. Contract Extension. The term of the contract may be extended by mutual consent.
4. Contractor Invoices. The Contractor shall deliver a monthly invoice to the City, demonstrating
progress by project work phase. Invoice must include a breakdown of hours billed and
miscellaneous charges and any sub-consultant invoices, similarly broken down, as supporting
detail. The City's payment terms are 30 days from the receipt of an original invoice.
5. Non-Exclusive Contract. The City reserves the right to contract for services listed in these
specifications from other consultants during the contract term.
6. Submittal of References. Each proposer shall submit a statement of qualifications and
references on the form provided in the RFP package.
7. Proposal Content. Your proposal must include the following information:
Submittal Forms
a. Acknowledgment.
b. Certificate of Insurance.
c. Statement of Qualifications & References.
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Qualifications
d. Experience of your firm in performing work and projects, relevant to the Scope of
Services outlined and described in this request for proposals, for legal departments
of public agencies or similar in-house legal departments.
e. Experience and/or resumes of the staff to be assigned to the project with their
corollary experience highlighted and specific roles in this project clearly described.
f. Standard hourly billing rates for the assigned staff, including and sub-consultants.
g. Redundancy in the firm of staff experienced in this type of work.
h. Proximity and staffing levels of the firm’s office nearest to San Luis Obispo,
California.
i. Statement and explanation of any instances where your firm has been removed from
a project or disqualified from proposing on a project.
j. Detailed list of consultant services available directly from the firm.
Work Program
k. Detailed description of your approach to completing the work.
l. Detailed tentative schedule by task and sub-task for completing the work.
m. Estimated hours for your staff in performing each task and sub-task, including sub-
consultants, clearly demonstrating who will be performing work, and how much time
it will take.
n. Detailed budget by task and sub-task for completing the work.
o. Work efforts or data to be provided to Consultant by the City.
p. Services and deliverables provided by the Consultant in addition to those required
by Section 14 below.
q. Any other information that would assist us in making this contract award decision.
r. Description of assumptions made by Consultant which were critical to the
development of the proposal which may impact cost or scope.
Compensation
s. Proposed compensation and payment schedule tied to accomplishing key tasks.
Requested Changes to Terms and Conditions
t. The City desires to begin work soon after selecting the preferred Consultant Team.
To expedite the contracting process, each submittal shall include requested redlined
changes to terms and conditions, if necessary.
Proposal Length
u. Proposal length should only be as long as required to be responsive to the RFP,
including attachments and supplemental materials.
v. The minimum font size shall be 11 point, with minimum left and right margins of one
(1) inch, and top and bottom margins of one-half (0.5) inch.
w. Charts and other short form approaches to convey information are encouraged.
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8. Proposal Submittal. Proposal documents must be submitted via BidSync as described in this
Notice Requesting Proposals for ORGANIZATIONAL ASSESSMENT OF THE CITY ATTORNEY
DEPARTMENT. No hard copies are required or allowed.
9. Proposal Evaluation and Selection. Proposals will be evaluated by a review committee and
evaluated on the following criteria:
a. Understanding of the work required by the City.
b. Quality, clarity and responsiveness of the proposal.
c. Demonstrated competence and professional qualifications necessary for
successfully performing the work required by the City.
d. Background and recent team experience in successfully performing similar services.
e. Creativity of the proposed approach in completing the work.
f. Writing skills.
g. References.
h. Proposed compensation, broken down by task and/or team member, with an
estimate of supplies needed to provide the scope of services. Lump sum proposals
will not be considered.
As reflected above, contract award will not be based solely on price, but on a combination
of factors as determined to be in the best interest of the City. After evaluating the proposals
and discussing them further with the finalists or the tentatively selected contractor, the City
reserves the right to further negotiate the proposed work and/or method and amount of
compensation.
10. Proposal Review and Award Schedule. The following is an outline of the anticipated schedule
for proposal review and contract award:
a. Issue RFP 5/19/2021
b. Receive proposals 5/19 – 6/1/2021
c. Evaluate proposals 6/1 – 6/15/2021
d. Conduct finalist interviews as needed
e. Finalize recommendation 6/15/2021
f. Execute contract June 2021
g. Start work 7/1/2021
11. Ownership of Materials. All original drawings, plan documents and other materials prepared
by or in possession of the Contractor as part of the work or services under these specifications
shall become the permanent property of the City and shall be delivered to the City upon
demand.
12. Release of Reports and Information. Any reports, information, data, or other material given
to, prepared by or assembled by the Contractor as part of the work or services under these
specifications shall be the property of the City and shall not be made available to any
individual or organization by the Contractor without the prior written approval of the City.
13. Copies of Reports and Information. If the City requests additional copies of reports,
drawings, specifications, or any other material in addition to what the Contractor is required
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to furnish in limited quantities as part of the work or services under these specifications, the
Contractor shall provide such additional copies as are requested, and City shall compensate
the Contractor for the costs of duplicating of such copies at the Contractor's direct expense.
14. Required Deliverable Products. The Contractor will be required to provide:
a. One electronic proposal submission - digital-ready original .pdf of all final documents.
b. One electronic copy of the preliminary draft of the organizational assessment and
strategic plan addressing all elements of the scope of work.
c. One electronic copy of the final organizational assessment and strategic plan addressing
all elements of the scope of work and incorporating any and all feedback provided on the
preliminary draft.
d. Corresponding computer files compatible with the following programs whenever possible
unless otherwise directed by the project manager:
Word Processing: MS Word
Spreadsheets: MS Excel
Desktop Publishing: InDesign
Virtual Models: Sketch Up
Digital Maps: Geodatabase shape files in
State Plan Coordinate System as
specified by City GIS staff
e. City staff will review any documents or materials provided by the Contractor and, where
necessary, the Contractor will be required to respond to staff comments and make such
changes as deemed appropriate.
15. Attendance at Meetings. Consultant should include in the contract price their participation
in meetings and interview sessions sufficient to collect the information outlined in the Scope
of Work. The contract price should also include one or more meetings with Stakeholders to
present the preliminary draft of the assessment and strategic plan in order to collect feedback
prior to completion of the final report. These meetings can be done, as appropriate, through
effective use of information technology.
16. Alternative Proposals. The proposer may submit only one proposal but may suggest cost
saving or efficiency enhancing alternatives within that proposal which it believes will also
meet the City’s project objectives, but in a different way. The proposer must provide an
analysis of the advantages and disadvantages of each of the alternatives and discuss under
what circumstances the City would prefer one alternative to the other(s).
17. Accuracy of Specifications. The specifications for this project are believed by the City to be
accurate and to contain no affirmative misrepresentation or any concealment of fact. Failure
of the proposer to notify City in writing of specification defects or ambiguities prior to
proposal submittal shall waive any right to assert said defects or ambiguities subsequent to
submittal of proposal.
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To the extent that these specifications constitute performance specifications, the City shall
not be liable for costs incurred by the successful bidder to achieve the project’s objective or
standard beyond the amounts provided there for in the proposal.
In the event that, after awarding the contract, any dispute arises as a result of any actual or
alleged ambiguity or defect in the plans and/or specifications, or any other matter
whatsoever, Contractor shall immediately notify the City in writing, and the Contractor and
all subcontractors shall continue to perform, irrespective of whether or not the ambiguity or
defect is major, material, minor or trivial, and irrespective of whether or not a change order,
time extension, or additional compensation has been granted by City. Failure to provide the
hereinbefore described written notice within one (1) working day of contractor's becoming
aware of the facts giving rise to the dispute shall constitute a waiver of the right to assert the
causative role of the defect or ambiguity in the plans or specifications concerning the dispute.
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G: FORM OF AGREEMENT
AGREEMENT
THIS AGREEMENT is made and entered into in the City of San Luis Obispo on [month, day, year]
by and between the CITY OF SAN LUIS OBISPO, a municipal corporation, hereinafter referred to as City,
and [CONTRACTOR’S NAME IN CAPITAL LETTERS], hereinafter referred to as Contractor.
W I T N E S S E T H:
WHEREAS, on May 19, 2021, City requested proposals for ORGANIZATIONAL ASSESSMENT OF THE
CITY ATTORNEY DEPARTMENT; and
WHEREAS, pursuant to said request, Contractor submitted a proposal for consulting services that
was accepted by City for said project.
NOW THEREFORE, in consideration of their mutual promises, obligations and covenants
hereinafter contained, the parties hereto agree as follows:
1. TERM. The term of this Agreement shall be from July 1, 2021 until acceptance or completion of
said project.
2. INCORPORATION BY REFERENCE. City Specification for ORGANIZATIONAL ASSESSMENT OF THE
CITY ATTORNEY DEPARTMENT and Contractor's proposal dated [date] is hereby incorporated in
and made a part of this Agreement and attached as Exhibit A; the City’s terms and conditions
being ‘Section E’ and ‘Section F’ of the City Specification. To the extent that there are any conflicts
between the Contractor’s fees and scope of work and the City’s terms and conditions, the City’s
terms and conditions shall prevail, unless specifically agreed otherwise in writing signed by both
parties.
3. CITY'S OBLIGATIONS. For providing the services as specified in this Agreement, City will pay, and
Contractor shall receive therefore compensation in a total sum not to exceed [$xxxxx.xx].
4. CONTRACTOR’S OBLIGATIONS. For and in consideration of the payments and agreements
hereinbefore mentioned to be made and performed by City, Contractor agrees with City to do
everything required by this Agreement and the said specifications.
5. AMENDMENTS. Any amendment, modification, or variation from the terms of this Agreement
shall be in writing and shall be effective only upon approval by the City Attorney, subject to
limitations of Council budget approvals.
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6. COMPLETE AGREEMENT. This written Agreement, including all writings specifically incorporated
herein by reference, shall constitute the complete agreement between the parties hereto. No
oral agreement, understanding or representation not reduced to writing and specifically
incorporated herein shall be of any force or effect, nor shall any such oral agreement,
understanding or representation be binding upon the parties hereto.
7. NOTICE. All written notices to the parties hereto shall be sent by either United States mail,
postage prepaid by registered or certified mail addressed as shown below, or by electronic mail
to all the address(es) provided:
City: Contractor:
Christine Dietrick, City Attorney
City Attorney Department
990 Palm Street
San Luis Obispo, CA 93401
Email: cdietrick@slocity.org and
mjorgensen@slocity.org and
kwhite@slocity.org
Contact Name, Title
Company Name
Address
Email:
8. AUTHORITY TO EXECUTE AGREEMENT. Both City and Contractor do covenant that everyone
executing this agreement on behalf of each party is a person duly authorized and empowered to
execute Agreements for such party.
IN WITNESS WHEREOF, the parties hereto have caused this instrument to be executed the day
and year first above written.
CITY OF SAN LUIS OBISPO:
_____________________________________
By: Christine Dietrick,
City Attorney
CONTRACTOR:
_____________________________________
By: [Name of individual executing agreement]
Its: [Title]
APPROVED AS TO FORM:
_____________________________________
City of San Luis Obispo City Attorney
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H: INSURANCE REQUIREMENTS
Consultant Services
The Contractor shall procure and maintain for the duration of the contract insurance against claims for
injuries to persons or damages to property which may arise from or in connection with the performance
of the work hereunder by the Contractor, its agents, representatives, employees or subcontractors.
Minimum Scope of Insurance. Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).
2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1
(any auto).
3. Workers' Compensation insurance as required by the State of California and Employer's Liability
Insurance.
4. Errors and Omissions Liability insurance as appropriate to the consultant's profession.
Minimum Limits of Insurance. Contractor shall maintain limits no less than:
1. General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property
damage. If Commercial General Liability or other form with a general aggregate limit is used,
either the general aggregate limit shall apply separately to this project/location or the general
aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.
3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.
4. Errors and Omissions Liability: $1,000,000 per occurrence.
Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to
and approved by the City. At the option of the City, either: the insurer shall reduce or eliminate such
deductibles or self-insured retentions as respects the City, its officers, officials, employees and volunteers;
or the Contractor shall procure a bond guaranteeing payment of losses and related investigations, claim
administration and defense expenses.
Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be
endorsed to contain, the following provisions:
1. The City, its officers, officials, employees, agents and volunteers are to be covered as insureds as
respects: liability arising out of activities performed by or on behalf of the Contractor; products
and completed operations of the Contractor; premises owned, occupied or used by the
Contractor; or automobiles owned, leased, hired or borrowed by the Contractor. The coverage
shall contain no special limitations on the scope of protection afforded to the City, its officers,
official, employees, agents or volunteers.
2. For any claims related to this project, the Contractor's insurance coverage shall be primary
insurance as respects the City, its officers, officials, employees, agents and volunteers. Any
insurance or self-insurance maintained by the City, its officers, officials, employees, agents or
volunteers shall be excess of the Contractor's insurance and shall not contribute with it.
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3. The Contractor's insurance shall apply separately to each insured against whom claim is made or
suit is brought, except with respect to the limits of the insurer's liability.
4. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be
suspended, voided, canceled by either party, reduced in coverage or in limits except after thirty
(30) days' prior written notice by certified mail, return receipt requested, has been given to the
City.
Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no
less than A:VII.
Verification of Coverage. Contractor shall furnish the City with a certificate of insurance showing
maintenance of the required insurance coverage. Original endorsements effecting general liability and
automobile liability coverage required by this clause must also be provided. The endorsements are to be
signed by a person authorized by that insurer to bind coverage on its behalf. All endorsements are to be
received and approved by the City before work commences.
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I: PROPOSAL SUBMITTAL FORM
ACKNOWLEDGEMENT
The undersigned declares that she or he:
◼ Has carefully examined the specifications for an ORGANIZATIONAL ASSESSMENT OF THE CITY
ATTORNEY DEPARTMENT, which is hereby made a part of this proposal.
◼ Is thoroughly familiar with the proposal contents.
◼ Is authorized to represent the proposing firm.
◼ Agrees to perform the work as set forth in this proposal.
❑ Certificate of insurance attached; insurance company’s A.M. Best rating: __________________.
Firm Name and Address
Contact Phone
Signature of Authorized Representative
Date
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STATEMENT OF QUALIFICATION & REFERENCES
1. Number of years engaged in providing the services included within the scope of the specifications
(under the present business name): years. If applicable work was completed under
different business names, please explain. Attach additional pages as needed.
2. Describe fully the experience/history of the firm and its employees that qualify it to successfully
complete the services included within the scope of the specifications. Attach additional pages as
needed.
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3. Describe fully the last three contracts performed by your firm that demonstrate your ability to
provide the services included with the scope of the specifications. Attach additional pages as
needed. The City reserves the right to contact each of the references listed for additional
information regarding your firm's qualifications.
Reference No. 1:
Agency Name
Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
Reference No. 2:
Agency Name
Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
Reference No. 3
Agency Name
Contact Name
Telephone & Email
Street Address
City, State, Zip Code
Description of services provided
including contract amount, when
provided and project outcome
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BIDDERS LIST
NOTE: Not to be included with Bidder's Package when mailed or handed out. This should be included
and referenced as an attachment to the Council Agenda Report or City Manager Report.
Municipal Resource Group
Mary Egan
(916) 261-7547
675 HARTZ AVENUE, SUITE 300
DANVILLE, CA 94526
(530) 878-9100
HBR Consulting
Kevin Clem
KClem@hbrconsulting.com
Cell 201-673-1001
Office 312-425-4433
Matrix Consulting Group
info@matrixcg.net
1650 S. Amphlett Blvd., Suite 213
San Mateo, CA 94402
Office: 605-858-0507
CityGate Associates, LLC
admin@citygateassociates.com
600 Coolidge Dr., Suite 150
Folsom, CA 95630
Office: 916-827-3616
Sloan Sakai
Bob Deis
bdeis@mgmt-strategies.com
info@sloansakai.com
555 Capitol Mall, Suite 600
Sacramento, CA 95814
Office: 510-995-5800
The Novak Consulting Group
info@thenovakconsultinggroup.com
26 E. Hoolister Street
Cincinnati, OH 45219
Office: 513-221-0500
Management Partners
2107 North First Street, Suite 470
San Jose, CA 95131
Office: 408-437-5400
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