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HomeMy WebLinkAboutJacob GreenProposal Prepared For The December 2022 17322 Murphy Ave. Suite # 4Irvine, CA 92614888.4.JGA.1STJacobGreenAndAssociates.com Proposal for Strategic Planning Services RFP 2211-001 LETTER FROM CEO JACOB GREEN TABLE OF CONTENTS SUBMITTAL FORMS WORK PROGRAM QUALIFICATIONS Page 1 Section C Section B Section A Cover Letter Pages 2-9 Pages 10-17 Pages 18-21CITY OFSan Luis Obispo PAGE 1 December 7, 2022Melissa Ellsworth, Police Senior Administrative AnalystCity of San Luis Obispo Police Department990 Palm StreetSan Luis Obispo, CA 93401Dear Ms. Ellsworth,Thank you very much for the opportunity to perform strategic planning services for the City of San Luis Obispo Police Department (SLO PD).Jacob Green and Associates (JGA) understand that as the City of San Luis Obispo (SLO) continues to grow, it is critical to ensure the city’s Police Department (PD) is operating as a high functioning, efficient department that meets the Council's vision, City Manager direction, and community expectations. We also understand that the City of San Luis Obispo has been a leader in Diversity, Equity, and Inclusion (DEI) initiatives, as outlined in your “City of San Luis Obispo 2021-23 Goals” and that the Police Department is citied as responsible for Strategy 2.5 – “Community-based Policing and Restorative Practices.” Clearly the Police Department Strategic Plan must foster DEI best practice while building trust with the community. We will help the Police Department build a strategic plan that incorporates these and other city priorities. Keeping in mind the requirements outlined in the RFP guidance and the City’s model Vision and Goals, our process will focus on the following areas: 1.Strategic Plan Fundamentals2.Community and Department Engagement3.Facilitation of a Strategic Planning RetreatThe team at JGA has over 500 combined years of experience serving as leaders in local government and overseeing the vision for organizational success. The team assigned to this project is comprised of City and law enforcement leaders that understand how important community partnership and employee buy-in is in the visioning process. We have completed over 30 teambuilding and visioning sessions for executive teams and organizations throughout the State of California and this experience will help us create a successful process and product for the SLO PD.We look forward to helping the department build a roadmap for continued future success. Sincerely, Jacob Green President & CEO 1.888.4.JGA.1ST | INFO@JACOBGREENANDASSOCIATES.COM Submittal Forms SECTION A P AGE 2 PAGE 3 Proposal Submittal Form The undersigned declares that she or he has carefully examined 2211-001 which is hereby made a part of this proposal; is thoroughly familiar with its contents; is authorized to represent the proposing firm; and agrees to perform the specified work for the following cost quoted in full: BID ITEM: Total Base Price Sales tax Other TOTAL Contact Phone Signature of Authorized Representative Date Jacob Green and Associates, Inc.17322 Murphy Ave. Suite # 4 Irvine, CA 92614Jacob Green 888-454-2178 $58,400 $58,400 7 December 2022 Delivery of equipment to the City to be within N/A calendar days after contract execution and written authorization to proceed. Certificate of insurance attached; insurance company’s A.M. Best rating: A. Firm Name and Address 08/12/2022 Great Park Insurance Services, Inc. 10 Corporate Park Suite 130 Irvine CA 92606 GPI House (949) 387-3242 (888) 370-4994 daniel@greatparkinsurance.com Jacob Green & Associates Hiscox 003030 BTIS CL2281202625 A UDC-5219378-EO-22 08/09/2022 08/09/2023 B GXS0008736 08/09/2022 08/09/2023 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. 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CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 2,000,000 2,000,000 X X X X X X X X Hiscox 10200 10200 C UDC-5219378-EO-22 08/09/2022 08/09/2023 Each Claim $ 2,000,000 Aggregate $ 2,000,000 1,000,000 100,000 5,000 1,000,000 2,000,000 S/T Gen. Agg. 13217 Jamboree Road 248 Tustin CA 92782 Additional Insured: Professional Liability UDC-5219378-EO-22 UDC-5219378-EO-22 UDC-5219378-EO-22 P AGE 8 We encourage the City to contact our references that can speak to the quality of work performed and the delivery of on-time, on-budget services. As required in the RFP, we can certify that Jacob Green and Associates, Inc (JGA) has provided services similar to the scope in the RFP since April 2021. Agency Name Menifee Police Department Contact Name Police Chief Pat Walsh, (Ret.) Telephone & Email Street Address 29714 Haun Rd. City, State, Zip Code Menifee, CA 92586 Description of services provided including contract amount, when provided and project outcome Conducted Comprehensive Organizational Assessment of the Menifee Police Department and worked with Chief to identify strategic planning priorities for the agency. Packaged services - $25k, 2021- Current, Project outcome has been a more aligned department with clearer vision of future priorities. Agency Name City of Santa Ana Contact Name Kristine Ridge, City Manager Telephone & Email 714-647-5200 kridge@santa-ana.orgStreet Address 20 Civic Center Plaza, PO Box 1988 City, State, Zip Code Santa Ana, CA 92702 Description of services provided including contract amount, when provided and project outcome Goal setting and performance expectations solidification for City Council, City Manager, and organization. Contract amount: $12k, Provided 2021, Project outcome was alignment around a clear set of organizational goals and objectives as approved by the City Council. References Reference No. 1: Reference No. 2: P AGE 9 Agency Name County of San Bernardino Contact Name Janice Rutherford, County Supervisor Telephone & Email Street Address 385 N. Arrowhead Ave., Fifth Floor City, State, Zip Code San Bernardino, CA 92415-0110 Description of services provided including contractamount, when provided andproject outcome Greg Devereaux, project team member, provided direct facilitation and oversight (no outside consultant) over the Council Visioning Process; a series of 25 community meetings and workshops to solidify the County’s Strategic Plan. Result was the “County Vision”. Conducted as CEO of the County, project outcome was solidification and adoption of Mission, Vision, Goals/Objectives, Paradigm, and other Strategic Planning fundamentals. This reference has been added as a critical piece of the project team’s background and experience with Strategic Plan development. Reference No. 3: PAGE 10 Qualifications SECTION B Jacob Green and Associates, Inc. (JGA) was founded by Jacob Green who served in local government for over 18 years in various roles in law enforcement, public safety and city management executive positions. Ultimately, Jacob transitioned to the private sector with a commitment to build a company that is a trusted partner for local public safety and government leaders facing change and challenge in pursuit of municipal excellence.JGA has grown to be a nationally recognized company comprised of 21 government experts with over 500 years of combined public service experience; including former city managers, fire chiefs, police chiefs, directors, and other municipal leaders. Based in Irvine, California, the company is focused on California local government agencies, while providing services for public and private sector entities throughout the country.Today, JGA provides comprehensive local government services that focuses on helping the organization achieve long-term impact. Our recruitment, strategic planning, teambuilding, coaching, and leadership training works concurrently to help clients build a resilient city and solve today’s most pressing challenges. Our mission to “provide tailored services geared to the unique challenges of our government clients by developing a deep understanding of their needs, fostering authentic and trusted relationships, and focusing on the outcomes that consistently exceed expectations to build long-term relationships, and long-term impacts” drives our firm’s success. Our A.P.I Process™ (Assess, Plan, Implement) serves as the foundation for every project, ensuring that our client’s success remains the focus through the entire engagement. PAGE 11 Company Overview PAGE 12 JGA’s Team Video Link: Jacob Green and Associates - JGA - Your First Call JACOB GREEN, MPAPrincipal-in-Charge // Project ManagerJacob is a nationally recognized local government expert in organization and leadership development. As an Assistant City Manager for the City of San Juan Capistrano and the City of Ontario, he has managed hundreds of employees and managed numerous government departments. As a traine r, keynote speake r, facilitator and coach, Jacob has worked with municipal clients, as well as commercial clients such as Mattel, FedEx, Hyundai Capital, ADP and many others. In 2019, Jacob distilled his personal and professional experiences into an Amazon Best-Selling book: “See Change Clearly: Leveraging Adversity to Sharpen Your Vision and Build Resilient Teams.” Jacob has received numerous awards for his leadership, including the National Caring Award, the Orange County Human Relations Award, Most Inspiring Student at UC Irvine, and is the youngest recipient of the Gene Lentzner Humanitarian Award. Jacob has his Bachelor of Arts in Social Sciences with a Minor in Management from the University of California, Irvine, his Master of Public Administration (MPA) degree from California State University, Long Beach, and was recently awarded an honorary doctorate degree from Western University School of Health Sciences. BRAD KAYLORSenior AdvisorChief Brad Kaylor was born and raised in Southern California. In 1988, he began his law enforcement career attending the 93rd class of the San Bernardino County Sheriff’s Academy. Upon graduation, Brad went to work as a patrol officer for the City of Claremont. In 1990, he joined the Ontario Police Department. During his career, Brad was selected for a variety of assignments that included Gang Violence Suppression Unit, Vice/Narcotics team, Field Training Officer, Criminal Intelligence Unit, Special Weapons and Tactics Team (SWAT), Drug Enforcement Administration (DEA) Task Force Officer and later DEA Group Supervisor. As he was promoted through the ranks, he held supervisory/command positions in Patrol, Investigations, Administration, and Special Operations Bureaus. Brad graduated from the DEA Drug Unit Commanders Academy as well as the FBI National Academy. He holds a Bachelor’s Degree in Organizational Management from the University of La Verne. Brad served as the Deputy Chief of Police from 2010-2014 and was selected as the Chief of Police in 2014. He served in the capacity until his retirement in 2018. PAGE 13 DAVE BROWN, MASenior AdvisorChief Dave Brown [ret.] has served in California Law Enforcement for over 32 years. Chief Brown has held command positions in every division of law enforcement and served as Chief of Police for the Hemet, California police department from 2010 to 2017. He has also served as an Assistant City Manager and was tapped as Interim City Manager twice. Chief Brown was elected by his peers to serve as president of the Riverside County Police Chiefs Association and has also held statewide positions with the California Police Chief’s Association and the League of California Cities. In 2017, Chief Brown was recruited by the City of Menifee, California (pop. 97,093) to lead a team in the creation of the Menifee Police Department. As Interim Director of Public Safety, Chief Brown conducted a comprehensive analysis of the City’s public safety needs and developed an aggressive implementation plan that included assisting the City Manager with the recruitment and selection of the City’s first Chief of Police. The Menifee Police Department went “live” on July 1, 2020. NICOLE RAMETDirector of Professional DevelopmentNicole Ramet serves as Director of Professional Development for JGA. As a seasoned coach with over 12 years of professional coaching and training services, Nicole brings the “Brief Coaching” philosophy developed by Insoo Kim Berg and Peter Szabo. Nicole oversees the team of JGA coaches to ensure that coaching services are provided with defined goals and are outcome-focused. Nicole incorporates the AEM-Cube Team Dynamics assessment into JGA’s coaching services to enable the client to develop insights about their own talents and their strategic contribution to a team. Nicole utilizes her depth and breadth of communications knowledge in all her engagements with JGA clients whether that’s in group facilitations, trainings, or one-on-one coaching opportunities. Nicole holds a Bachelor’s Degree in Business Communications from Chapman University and has extensive experience in project management, program oversight, and customer service training. PAGE 14 GREG DEVEREAUX, JDSeniorAdvisorGreg Devereaux served in state and local government for 40 years, holding a variety of leadership positions including City Manager of both Fontana and Ontario, where he worked with the city councils to improve each city’s finances, as well as Chief Executive Officer of San Bernardino County where he helped the Board of Supervisors lead the County in a new direction which emphasized fiscal responsibility and working as a team. He worked with the Board and the San Bernardino Associated Governments in a community-driven effort to develop a Countywide Vision. Greg is a Past President of the California Redevelopment Association and has served on numerous committees at both the League of California Cities and the California State Association of Counties. In 2009, he was appointed by the California Air Resources Board to the Regional Targets Advisory Committee on greenhouse gas reduction under SB 375. LINDA MATTHEWS, MBA Senior Advisor Linda Matthews is a proven human resources expert who is passionate about working with management and employees to find win-win solutions for challenging issues. Linda has over 25 years of experience in human resources administration and executive leadership over a wide variety of human resources areas, such as employee and labor relations, classification, and compensation, hiring, benefits, and training. She served as human resources director for the City of Pomona and the City of Ontario. She also held a variety of positions for San Bernardino County and Riverside County. She holds a Bachelor’s in Psychology from UCLA and an MBA from the Drucker School of Management at Claremont Graduate University. She currently serves as the Associate Director of Administration for Shoes that Fit, a non-profit organization, on a part-time basis. PAGE 15 WILLIAM SIMMONSLeadership Services SpecialistWilliam Simmons has 10 years of experience in the United States Air Force as a Supervisor, Instructor, Exercise Director, and Team Leader. William has been a key contributor in planning, coordinating, and executing in real world and simulation crisis environments as a Command-and-Control Operator. In addition to his crisis mitigation experience, he holds a Secret clearance and has held a multitude of positions in program creation and management throughout his career. One of William’s most notable and fulfilling projects was his work with the implementation of a country-wide evacuation plan for civilian family members during the escalation of the North Korean threat in 2017. The plan was successfully showcased in an exercise, during which 1.7k residents were safely processed for evacuation. In addition to his desire to serve his community, William possesses an eagerness to learn. He has a Bachelor’s Degree in Homeland Security and Emergency Management and has completed over 20 courses with the FEMA Emergency Management Institute. TONY E. COLETTA JR., MPA, CEM, MPMSenior AdvisorTony brings 25 years of expertise providing emergency management services, emergency planning and hazard mitigation planning. His Emergency Management experience includes instructing and course design, emergency operations center design, recruitment and succession planning, strategic planning, grants management and performance management.Tony is a proven leader skilled in problem-solving, alliance building, and organizational communication that delivers results-oriented solutions directed at tomorrow’s municipal challenges. He has built ultra-effective emergency management teams, led multi-million-dollar regional homeland security programs and coordinated state-wide public safety initiatives. Tony has authored best practice emergency plans, successfully leveraged federal agencies and elected officials to maximize emergency management funding and lead the construction of state-of-the-art emergency operations centers. His unique expertise in emergency management has developed from over 25 years of managing or deploying to state and national level disasters and from conducting on-the-ground assessments of international disasters in both Chile and Japan. PAGE 16 NICOLI HILSCHERBusiness Operations ManagerNicoli Hilscher has over 21 years of experience in Federal and Local Government. She retired from the United States Air Force in the top two percent of the active enlisted force, as a Senior Master Sergeant. Nicoli has an extensive background in Leadership Development, Training, Facilitation, Project Management, and Instructional Development. She has held positions internationally in various levels of leadership providing long-term organizational growth in diverse, fast-paced environments.. Nicole is a cross functional eader overseeing operations, professional development, and recognition programs for organizations ranging from 20 to 300 personnel. She oversees JGA's Project Management Office, ensuring high quality service delivery to all JGA clients. *JGAs unique Strategic Planning Services' number one focus is the client. JGA understands that a greatamount of time is needed to ensure the City receives the best possible service from every teammember. Our team members work collaboratively and maintain flexibility throughout the process.Our lump sum price includes all services performed by the entire team. MEGHAN MURRAYLeadership Services SpecialistMeghan Murray has over 20 years of experience in the United States Air Force with a background in Operations Management, Program Management, Personnel Management, Executive Communication, and Continuous Process Improvement. Meghan holds a Secret clearance and has directed multiple programs valued at $1B while managing risk, safety, and compliance. Additionally, Meghan holds a Masters of Science degree with a specialty in Human Resource Management bringing to the team an extensive knowledge in team leadership, strategic planning, and data driven decision making. One of Meghan’s most notable projects was being a strategic team lead of the Organization of the Future that led to the building of the latest branch of the military, the United States Space Force. Using her extensive knowledge in team management, the team successfully transitioned over 300 subject matter experts to be the face of the Space Force. PAGE 17 STATEMENT OF PAST CONTRACT DISQUALIFICATIONS The proposer shall state whether it or any of its officers or employees who have a proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial difficulties, project delays, or disputes regarding work or product quality, and if so to explain the circumstances. Do you have any disqualification as described in the above paragraph to declare?Yes No If yes, explain the circumstances. Executed on December 7th, 2022 at 3:00PM under penalty of perjury of the laws of the State of California, that the foregoing is true and correct. Signature of Authorized Proposer Representative Work Program SECTION C P AGE 18 The strategic planning process will involve five steps.1.Project Kickoff & Project Charter Development2.Current State Assessment3.Future State Development - Vision, Mission, Values, Priorities, &Paradigm4.Strategic Plan Development, Action Plan Implementation & Monitoring5.Approval & Distribution PAGE 19 STEP 1: Project Kickoff & Project Charter DevelopmentDuring the strategic planning development process, JGA will work with the SLO PD and key executive staff to solidify the project committee members, critical strategic planning components, desired outcomes, and associated deadlines. A project charter will be created to create mutual expectations and project road-map approval. STEP 2: Current State AssessmentJGA will collaborate with the department during this phase of the strategic planning process to explore the current context of the organization to include an external and internal review with key stakeholders to include the SLO community and department personal. The process will incorporate the SWOT assessment (Strengths, Weaknesses, Opportunities, Threats) for an accurate snapshot of current operations. JGA will collect data from a variety of sources to include focus groups, working groups, surveys of key players, and one-on-one interviews. Key focus areas and objectives will be identified. Consultant shall revisit and, if necessary, create a process to update the Department’s Vision, Mission, Values, and any other related fundamental department brand identity statements. Strategic Planning Services PAGE 20 STEP 3: Future State Development - Vision, Mission, Values, Priorities, & Paradigm JGA will work with all stakeholders to develop the fundamental elements that build organizational alignment: vision, mission, values, priorities, and paradigm. During this step, JGA will facilitate a two day strategic planning retreat as outlined below.The Department has identified a need to bring key leadership together for a facilitated two-day session to assess the department's current and future state. Facilitation services enable all members of the team to actively engage in the meeting process instead of having a designated team member take the role of facilitator and be excluded from group discussion.Activities facilitated by JGA during the retreat will be consolidated into the final Strategic Plan product. Facilitated activities will include identifying strategic priorities, objectives, strategies, and metrics. Activities will include all-hands discussions and break-out sessions for process efficiency and effectiveness. STEP 4: Strategic Plan Development, Action Plan, Implementation & Monitoring ProceduresJGA will help the organization develop a set of priorities as well as an action plan focusing on achieving the identified priorities during the five-year life span of the strategic plan. The action plan may include priorities, goals and objectives, strategies and actions, indications, key players responsible, target dates, and KPI’s. As requested in the RFP instructions, the Strategic Plan will also include reference to the best timing and approach to conduct a department staffing study. JGA will not conduct the staffing study as part of this process but is available to manage this project at a future date if desired by the City. During this step of the process, the feasibility of a staffing study, recommended schedule, and scope will be further examined. STEP 5: Approval & DistributionA final strategic plan will be assembled by JGA and routed to key SLO PD stakeholders for review, edit, and ultimate approval. The plan will then be distributed to the organization and JGA will work with the Police Chief to determine the most effective way to educate the Department regarding the final Strategic Plan and associated implementation strategy. Steps Step 1 - Project Kickoff & Project Charter Development 1 month Step 2 - Current State Assessment Step 3 - Future State Development - Vision, Mission, Values, Priorities, & Paradigm Step 4 - Strategic Plan Development, Action PlanImplementation & Monitoring Procedures Step 5 - Approval & Distribution Time For Completion Total 9 months 2 months 1 month 3 months 2 months For all projects conducted by JGA, the Project Team focuses on the deliverables as requested by the Client. JGA does not engage in “Time and Materials” projects as we focus on exceeding expectations regardless of the number of hours required by the Project Team. Please refer to the base price/lump sum commitment for this engagement, which is inclusive of all travel and all actions necessary to deliver the final product. •All available prior Strategic Planning documents, records, and relevant current Department/Cityvisioning records. •Venue, lodging, and facility logistics for Strategic Planning retreat if held off-site. services and data provided by the city: PAGE 21