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HomeMy WebLinkAboutAgreement - AVERO -1- CITY OF SAN LUIS OBISPO ON-CALL PROFESSIONAL SERVICES AGREEMENT This agreement (Agreement) is made and entered into in the City of San Luis Obispo on ____________ by and between the City of San Luis Obispo, a municipal corporation and charter city (City), and AVÈRO ADVISORS, hereinafter referred to as Consultant (collectively referred to as the “Parties”). WITNESSETH: WHEREAS, on March 1, 2024, the City requested proposals for Qualifications for Organizational Development Services. ; and WHEREAS, the City wants to engage a consultant for organizational development services. (the “Services”); and WHEREAS, Consultant is qualified to perform this type of Services and has submitted a written proposal to do so, which has been accepted by City ; and 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 the date this Agreement is made and entered, as first written above, for 5 years, or upon acceptance and completion of said Services, whichever occurs sooner. 2. INCORPORATION BY REFERENCE. City Request for Qualifications for Organizational Development Services and Consultant's proposal are hereby incorporated in and made a part of this Agreement, attached as Exhibit A. The City’s insurance requirements are hereby incorporated in and made part of this Agreement, attached as Exhibit B. To the extent that there are any conflicts between the Consultant’s fees and scope of work and the City’s terms and conditions as stated herein, the City’s terms and conditions shall prevail unless specifically agreed otherwise in writing signed by both Parties. 3. CITY’S OBLIGATIONS. For providing services as specified in this Agreement, City will pay and Consultant shall receive therefor compensation as set forth in Exhibit A.. 4. CONSULTANT’S OBLIGATIONS. For and in consideration of the payments and agreements herein before mentioned to be made and performed by City, Consultant agrees with City to do everything required by this Agreement including that work as set forth in Exhibit A. 5. PAYMENT OF TAXES. The contract prices shall include full compensation for all taxes that Consultant is required to pay. DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 6/10/2024 | 8:52 AM PDT -2- 6. LICENSES AND PERMITS. At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required of it by law for the performance of the Services described in this Agreement. The Consultant shall procure all permits and licenses, pay all charges and fees, and give all notices necessary under this Agreement. 7. COMPLIANCE WITH LAW. The Consultant shall keep itself informed of and shall observe and comply with all applicable State and Federal laws and regulations, and county and City of San Luis Obispo ordinances, regulations and adopted codes, which in any manner affect those employe d by Consultant or in any way affect the performance of the Services pursuant to this Agreement. The City, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section. Failure to comply with local ordinances may result in monetary fines and cancellation of this Agreement. 8. COMPLIANCE WITH INDUSTRY STANDARD. Consultant shall provide services acceptable to City in strict conformance with the Agreement. Consultant shall also provide in accordance with the standards customarily called for under this Agreement using the degree of care and skill ordinarily exercised by reputable providers of such services. Where approval by the City, the City Manager, the Mayor, or other representative of City is required, it is understood to be general approval only and does not relieve Consultant of responsibility for complying with all applicable laws, codes, policies, regulations, and good business practices. 9. INDEPENDENT CONSULTANT. a. Consultant is and shall at all times remain as to the City a wholly independent Consultant. The personnel performing the Services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner. b. No employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Consultant for performing the Services hereunder for City. City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing services hereunder. 10. PRESERVATION OF CITY PROPERTY. The Consultant shall provide and install suitable safeguards, approved by the City, to protect City property from injury or damage. If City property is injured or damaged resulting from Consultant’s operations, it shall be replaced or restored at Consultant’s expense. The City’s facilities shall be replaced or restored to a condition as good as when the Consultant began the work. DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 -3- 11. IMMIGRATION ACT OF 1986. The Consultant warrants on behalf of itself and all subconsultants engaged for the performance of the Services that only persons authorized to work in the United States pursuant to the Immigration Reform and Control Act of 1986 and other applicable laws shall be employed in the performance of the Services hereunder. 12. NON-DISCRIMINATION. In the performance of the Services, the Consultant agrees that it will not engage in, nor permit such subconsultants 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. 13. 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 provided by the Consultant (Net 30). Consultant will submit invoices monthly for actual services performed. Invoices shall be submitted on or about the first business day of each month, or as soon thereafter as practical, for services provided in the previous month. Final June invoices shall be received no later than the 5th business day of July to meet City fiscal year-end deadlines. Payment shall be made within thirty (30) days of receipt of each invoice as to all non-disputed fees. If the City disputes any of Consultant's fees it shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. Any final payment under this Agreement shall be made within forty-five (45) days of receipt of an invoice, therefore. 14. INSPECTION. City shall at all times have the right to inspect the work being done under this Agreement and Consultant shall furnish City with every reasonable opportunity and assistance required for City to ascertain that the Services of the Consultant are being performed in accordance with the requirements and intentions of this Agreement. 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 Consultant of any of its obligations under the Agreement. 15. RELEASE OF INFORMATION. a. All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without City's prior written authorization. Consultant, its officers, employees, agents, or subconsultants, shall not, without written authorization from the City Manager or unless requested by the City Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives City notice of such court order or subpoena. b. Consultant shall promptly notify City should Consultant, its officers, employees, agents, or subconsultants be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions, or other discovery request (“Discovery”), court order, or subpoena from any person or party regarding this Agreement, unless the City is a party to any lawsuit, arbitration, or administrative proceeding connected to such Discovery, or unless Consultant is DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 -4- prohibited by law from informing the City of such Discovery. City retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing, or similar proceeding as allowed by law. Unless City is a party to the lawsuit, arbitration, or administrative proceeding and is averse to Consultant in such proceeding, Consultant agrees to cooperate fully with City and to provide the opportunity to review any response to Discovery requests provided by Consultant. However, City's right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. 16. OWNERSHIP OF DOCUMENTS. a. Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts, and other such information required by City that relate to the performance of the Services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of City or its designees at reasonable times to such books and records; shall give City the right to examine and audit said books and records; shall permit City to make transcripts or copies therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment. b. Upon completion of, or in the event of termination or suspension of this Agreement, all original documents, designs, drawings, maps, models, computer files, surveys, notes, and other documents prepared in the course of providing the Services under this Agreement shall become the sole property of the City and may be used, reused, or otherwise disposed of by the City without the permission of the Consultant. With respect to computer files, Consultant shall make available to the City, at the Consultant's office and upon reasonable written request by the City, the necessary computer software and hardware for purposes of accessing, compiling, transferring, copying and/or printing computer files. Consultant hereby grants to City all right, title, and interest, including any copyright, in and to the documents, designs, drawings, maps, models, computer files, surveys, notes, and other documents prepared by Consultant in the course of providing the Services under this Agreement. 17. INDEMNIFICATION AND DEFENSE. 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 Consul tant’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 passive negligence, except for such loss or damage arising from the sole or active negligence or willful DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 -5- 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. 18. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE. a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least thirty (30) days prior written notice. Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement. b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City pursuant to Section 14. 19. TERMINATION FOR CAUSE. If, during the term of the Agreement, the City determines the Consultant is not faithfully abiding by any term or condition contained herein, the City may notify the Consultant in writing of such defect or failure to perform. This notice must give the Consultant a ten (10) calendar day notice of time thereafter in which to perform said work or cure the deficiency. a. If the Consultant has not performed the work or cured the deficiency within the ten (10) days specified in the notice, such shall constitute a breach of the Agreement and the City may terminate the Agreement immediately by written notice to the Consultant to said effect (“Notice of Termination”). Thereafter, neither party shall have any further duties, obligations, responsibilities, or rights under the Agreement except to comply with the obligations upon termination. b. In said event, the Consultant 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 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 Consultant as may be set forth in the Agreement payment schedule; compensation for any other work or services performed or provided by the Consultant shall be based solely on the City’s assessment of the value of the work-in-progress in completing the overall scope. DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 -6- c. The City reserves the right to delay 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 Consultant be entitled to receive in excess of the not to exceed amount shown in this Agreement. 20. INSURANCE. Consultant shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit B attached to and made part of this Agreement. 21. BUSINESS LICENSE & TAX. The Consultant 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. 22. SAFETY PROVISIONS. The Consultant shall conform to the rules and regulations pertaining to safety established by OSHA and the California Division of Industrial Safety. 23. PUBLIC AND EMPLOYEE SAFETY. Whenever the Consultant operations create a condition hazardous to the public or City employees, it shall, at its expense and without cost to the City, furnish, erect and maintain such fences, temporary railings, barricades, lights, signs and other devices and take such other protective measures as are necessary to prevent accidents or damage or injury to the public and employees. 24. UNDUE INFLUENCE. Consultant declares and warrants that no undue influence or pressure was used against or in concert with any officer or employee of the City in connection with the award, terms or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of the City has or will receive compensation, directly or indirectly, from Consultant, or from any officer, employee or agent of Consultant, in connection with the award of this Agreement or any work to be conducted as a result of this Agreement. Violation of this Section shall be a material breach of this Agreement entitling the City to any and all remedies at law or in equity. 25. ASSIGNMENT. The Consultant 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 . Because of the personal nature of the services to be rendered pursuant to this Agreement, only employees of Consultant, shall perform the services described in this Agreement. Consultant may use assistants, under their direct supervision, to perform some of the services under this Agreement. a. As required above, before retaining or contracting with any subconsultant for any services under this Agreement, City must consent to such assignment of performance in writing. For City to evaluate such proposed assignment, Consultant shall provide City with the identity of the proposed subconsultant, a copy of the proposed written DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 -7- contract between Consultant and such subconsultant, which shall include an indemnity provision similar to the one provided herein and identifying City as an indemnified party, or an incorporation of the indemnity provision provided herein, and proof that such proposed subconsultant carries insurance at least equal to that required by this Agreement or obtain a written waiver from City for such insurance. 26. AMENDMENT. Any amendment, modification, or variation from the terms of this Agreement shall be in writing and shall be effective only upon approval by the appropriate review authority according to the City’s Financial Management Manual. Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to those set forth herein, unless such additional services are authorized by the City in advance and in writing. 27. 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. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material. 28. NOTICE. All notices to the Parties hereto under this Agreement shall be in writing and shall be sent either by (i) personal service, (ii) delivery by a reputable document delivery service, such as, but not limited to, Federal Express, which provides a receipt showing date and time of delivery, or (iii) United States Mail, certified, postage prepaid, return receipt requested. All such notices shall be delivered to the addressee or addressed as set forth below: To City: Human Resources City of San Luis Obispo 949 Mill St. San Luis Obispo, CA 93401 Attention: Diana Federico To Consultant: AVÈRO ADVISORS 512 WEST BROADWAY AVE. MARYVILLE, TN 37801 Abhijit AV Verekar (av@averoadvisors.com) 29. GOVERNING LAW. Any action arising out of this Agreement shall be brought in the Superior Court of San Luis Obispo County, California, regardless of where else venue may lie. The validity, interpretation, construction and performance of this Agreement, and all DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 -8- acts and transactions pursuant hereto and the rights and obligations of the Parties hereto shall be governed, construed and interpreted in accordance with the laws of the State of California, without giving effect to principles of conflicts of law. 30. AUTHORITY TO EXECUTE AGREEMENT. Both City and Consultant do covenant that each individual 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 CONSULTANT _______________________________ By: City Manager _______________________________ APPROVED AS TO FORM: _______________________________ By: J. Christine Dietrick, City Attorney DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 Exhibit A DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 2 Table of Contents Cover Letter ............................................................................... 3 Qualifications ........................................................................... 5 Project Team ............................................................................ 8 Work Program ....................................................................... 15 Required Forms ................................................................... 25 Hourly Rates ................................................................................................................................................................... 25 References ...................................................................................................................................................................... 26 Statement of Past Contract Disqualifications ...................................................................................... 30 Certificate of Insurance ........................................................................................................................................... 31 DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 3 Cover Letter April 1, 2024 City of San Luis Obispo Attn: Daniel Clancy 990 Palm Street San Luis Obispo, CA, 93401 Dear Mr. Clancy, The City of San Luis Obispo has a long track record of offering high-quality services to its residents, and Avèro Advisors is ready to align our expertise with your Organizational Development Services ambitions, delivering tailored solutions for your needs. You need an experienced partner with superior technical abilities and business acumen for this project to succeed. Avèro Advisors is here as a partner and advisor to guide you through each step of the project journey so that your organization can experience the success it deserves. With the guidance of our firm, your organization will have the opportunity to experience an optimal organizational environment, resulting in clear benefits for both your staff and your residents. Avèro Advisors is dedicated to transforming the way public sector organizations operate internally and interact with their local communities. Our holistic approach provides tailored solutions that use resources efficiently and cost-effectively, while still delivering desired outcomes for our clients. As evidenced by our firm’s successful collaborations over the past eight years, we are dedicated to building long-term relationships with our clients – relationships built on trust, respect, and a shared vision for the future – and take pride in being part of their journeys toward success. This proposal showcases the success of our approach to transforming the organizational landscapes of government entities nationwide. We are in year two of a five-year project. Our experience has been very positive. Avèro performed at the highest level of satisfaction from the department directors and myself, as Deputy City Manager of Operations. Avèro is collaborative, engaged, and able to break the status quo of typical governance. Charlottesville’s Avèro team broke down decades of silos and secrecy to elicit important information out of long- tenured employees. This was critical to the success of process redesign and automation. Paul Oberdorfer, Ex-Deputy City Manager, City of Charlottesville, Virginia DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 4 Our team possesses expertise in delivering operational assessments and engaging team members across all departments in business process analysis and redesign. We excel in developing strategic plans and providing project management services that encompass the implementation of human capital management (HCM) systems and enterprise resource planning (ERP) systems. Alongside our strategic planning and project management services, we also specialize in request for proposal (RFP) development, software vendor selection, contract negotiation, and ongoing change management support services for government organizations across the country. You can be confident that we will prioritize the specific needs of your organization because Avèro Advisors is a 100% independent third-party consulting firm. Our company fully embraces a hybrid and remote work model to enhance work-life balance and collectively reduce our carbon footprint. Additionally, as a certified Minority-Owned Business Enterprise (MBE) in multiple states, we place great emphasis on diversity, equity, and inclusivity. Above all else, our team shares a commitment to your Human Resources department’s mission to “serve the people who serve your community.” We look forward to developing a long-term relationship with you and the City of San Luis Obispo so that we can help you achieve that mission. Sincerely, Abhijit “AV” Verekar Founder and CEO Avèro Advisors Headquarters | 512 West Broadway Avenue, Maryville, TN 37801 West Coast Office | 10396 East Caribbean Lane, Scottsdale, AZ 85255 Phone Number: (865) 415-3848 | Email: av@averoadvisors.com DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 5 Qualifications Since our founding in 2016, Avèro Advisors has emerged as a leader in providing advisory services that empower public sector professionals to make a greater impact in their communities. Our approach is geared toward enhancing operational efficiency and cross- functional collaboration in innovation-driven government organizations. We achieve this by cultivating meaningful partnerships, delivering detailed operational assessments, and redesigning business processes by leveraging cutting-edge technologies that align with each organization's unique operational landscape. By providing these services on time and within budget, we become partners with our clients to develop a holistic organizational development strategy that encompasses People, Process, and Technology. Our People, Process, and Technology (PPT) Approach can be summarized in the following diagram: DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 6 Diversity-Minded We are a certified MBE in the state of Tennessee (#10311804). As a certified MBE, Avèro Advisors values diversity and inclusion very highly. We recently received the 2024 Minority-Owned Business Excellence Award from the Knoxville Chamber. We are an equal opportunity employer. Avèro Advisors does not and will not discriminate against any person, employee, or applicant for employment on account of age, race, creed, religion, color, sex, sexual orientation, disability, national origin, marital status, or political affiliation. Rapidly Growing, Award-Winning Workplace We are recognized as one of America’s fastest growing companies by Inc. Magazine in 2021, 2022, and 2023 as well as receiving their Best Workplaces of 2021 award due to our commitment to employees and clients. We were recognized as 2019’s Best Small Business by the Blount County Chamber of Commerce. We are certified as a Great Place to Work based on feedback provided by 100% of our employees. Thought Leadership We produce and publish a weekly podcast, Rethink IT, to discuss the general nature of technology and views on its applications for municipalities now and in the future. Podcast guests include city managers, mayors, chief information officers, judges, and other municipal executives and leaders. We produce and publish videos on our YouTube channel to assist public sector organizations in their IT decision-making. Independent and Trustworthy We do not have any affiliations with software or hardware vendors. Thus, we provide an independent analysis on all vendors, brands, implementors, and manufacturers of IT systems to ensure that our recommendations to our clients remain devoid of any bias toward any specific technology, platform, vendor, brand, implementor, or manufacturer. DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 7 Avèro Advisors is the ideal partner to help government organizations modernize their operations by leveraging best practices in organizational strategy and technology. Our team has a wealth of experience in the public sector, which enables us to develop strategies that meet both urgent needs and long-term goals. Our team prides itself on being large enough to serve our valued clients yet small enough to know them well. Our firm has served clients across the United States, as shown in the Client Map below. CITY OF MARICOPA, AZ CITY OF SHOW LOW, AZ MARICOPA ASSOCIATION OF GOVERNMENTS, AZ TOWN OF PAYSON, AZ CITY OF CARLSBAD, CA CITY OF DIXON, CA LAKE COUNTY, CA MENDOCINO COUNTY, CA RANCHO CALIFORNIA WATER DISTRICT, CA SANTA CLARA COUNTY HOUSING AUTHORITY, CA TOWN OF TRUCKEE, CA TOWN OF ESTES PARK, CO CITY OF DANIA BEACH, FL HILLSBOROUGH COUNTY PUBLIC SCHOOLS, FL VILLAGE OF INDIANTOWN, FL VALLEY REGIONAL TRANSIT, ID CAMBRIDGE HOUSING AUTHORITY, MA LEGAL AID OF NEBRASKA, NE NEVADA RURAL HOUSING, NV RENO HOUSING AUTHORITY, NV WASHOE COUNTY SCHOOL DISTRICT, NV CITY OF NIAGARA FALLS, NY MONROE COUNTY, NY CITY OF MACEDONIA, OH CITY OF MARICOPA, OH CITY OF PIQUA, OH CITY OF ALTUS, OK TULSA AIRPORTS IMPROVEMENT TRUST, OK CITY OF WILSONVILLE, OR CITY OF SCRANTON, PA SUSQUEHANNA AREA REGIONAL AIRPORT AUTHORITY, PA BLOUNT COUNTY, TN CITY OF ALCOA, TN CITY OF KNOXVILLE, TN CITY OF MARYVILLE, TN KNOX COUNTY, TN KNOXVILLE’S COMMUNITY DEVELOPMENT CORPORATION, TN NASHVILLE RECORD PRESSING, TN TOWN OF FARRAGUT, TN TUSCULUM UNIVERSITY, TN CITY OF CHARLOTTESVILLE, VA CITY OF MANASSAS PARK, VA PITTSYLVANIA COUNTY, VA TOWN OF WARRENTON, VA CITY OF MEQUON, WI DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 8 Project Team Avèro Advisors has assembled a highly qualified team to discover a sustainable Organizational Development Services solution tailored for the City of San Luis Obispo. This diverse group brings an abundant amount of experience in business process improvement, enterprise software integration consulting, project management, and strategic support for public sector clients across the country. Abhijit “AV” Verekar | Project Executive is a certified Project Management Professional (PMP) with a Master of Business Administration (MBA) from Cleveland State University and a Master of Commerce (M.COM.) from Goa University. He has over 15 years of experience serving the public sector as an IT advisory professional. Using his extensive experience leading IT and organizational modernization initiatives with state and local government agencies across the United States, he has helped his clients achieve significant efficiencies through IT strategic planning, cybersecurity, business process redesign, project management, and implementation for various enterprise systems. Robert Kornovich | Director of Advisory Services is a Certified Public Manager (CPM) through Arizona State University with a Project Management Certificate and a Bachelor of Arts (BA) from Arizona State University. He has over 20 years of experience providing IT strategic planning services, organizational development services, and system implementation services to public sector clients. He is a subject matter expert on ERP vendors and their product offerings, customer service improvement, and the alignment of people, processes, and technology to maximize organizational resources and funding. Commander (Retd.) Mike Cole | Senior Manager has a bachelor’s degree in human resources management and a Master of Public Administration degree in Leadership in addition to associate degrees in Marketing, Management, and Administration of Justice. He taught Supervision and Leadership at Arizona POST for ten years and played a pivotal role in the development of a formal mentorship program for the Paradise Valley Police Department. Mike understands the transformative impact of structured mentorship initiatives. With a decade of experience at the Sheriff's Office in San Luis Obispo, Mike brings invaluable insight and familiarity with the City, its surroundings, and its development history to the team. DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 9 Corban Causey | Project Manager completed her Bachelor of Science (B.S.) from the University of Tennessee, Knoxville. Her detailed project management has led to the success of enterprise system selection and implementation projects for Rancho County Water District in California, Washoe County School District in Nevada, and more. A thoughtful and adaptable leader, she welcomes the opportunity to try novel approaches and solutions with the ultimate goal of providing the best possible outcomes for her clients. Her dedication and communication skills set her apart as a young professional. Klay Brooks | Senior Consultant sees the intricacies of organizational culture through a unique lens, emphasizing the human element in technical solutions and championing the importance of diverse leadership in creating a rich, collaborative environment. With a solutions-focused attitude and a commitment to ethical practices, they have successfully overseen numerous software implementation projects, managed key account groups, and optimized internal business processes. An active volunteer, Klay has driven digital transformation in nonprofit organizations. Klay graduated Summa Cum Laude from the University of Tennessee Knoxville with a B.A. in Anthropology. The Project Team Chart below displays the organization of our Proposed Project Team for provision of Organizational Development Services. DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 10 ABHIJIT VEREKAR, FOUNDER and CEO Professional Summary Abhijit "AV" Verekar is a certified Project Management Professional (PMP) with a Master of Business Administration (MBA) from Cleveland State University and a Master of Commerce (M.COM.) from Goa University. He has over 15 years of experience serving the public sector as an IT advisory professional. Using his extensive experience leading IT and organizational modernization initiatives with state and local government agencies across the United States, he has helped his clients achieve significant efficiencies through IT strategic planning, cybersecurity, business process redesign, project management, and implementation for various enterprise systems. Avèro Advisors Clients ● Town of Estes Park, CO ● Town of Farragut, TN ● Town of Payson, AZ ● City of Alcoa, TN ● City of Charlottesville, VA ● City of Dania Beach, FL ● City of Dixon, CA ● City of Lethbridge, Alberta ● City of Macedonia, OH ● City of Manassas Park, VA ● City of Maricopa, AZ ● City of Maryville, TN ● City of Mequon, WI ● City of Niagara Falls, NY ● City of Piqua, OH ● City of Scranton, PA ● City of Show Low, AZ ● City of Wilsonville, OR ● Blount County, TN ● Knox County, TN ● Mendocino County, CA ● Monroe County, NY ● Pittsylvania County, VA ● Union County, NC ● Cambridge Housing Authority, MA ● Hillsborough County Public Schools, FL ● Knoxville’s Community Development Corporation, TN ● Legal Aid of Nebraska, NE ● Maricopa Association of Governments, AZ ● Nashville Record Pressing, TN ● Nevada Rural Housing, NV ● Reno Housing Authority, NV ● Santa Clara County Housing Authority, CA ● Susquehanna Area Regional Airport Authority, PA ● Tulsa Airports Improvement Trust, OK ● Valley Regional Transit, ID Skills ● Business Process Analysis and Redesign ● Contract Negotiations ● Enterprise System Evaluation, Selection, and Implementation ● GIS Strategic Planning ● IT Strategic Planning ● Project Management ● Requirements Definition Certifications + Education ● Project Management Professional - Certification No. 1338765 - Project Management Institute ● Master of Business Administration, Finance - Cleveland State University (Cleveland, OH) ● Master of Commerce, Accounting and Finance - Goa University (Goa, India) ● Bachelor of Commerce - Goa University (Goa, India) DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 11 ROBERT KORNOVICH, DIRECTOR OF ADVISORY SERVICES Professional Summary Robert Kornovich is a Certified Public Manager (CPM) through Arizona State University with a Project Management Certificate and a Bachelor of Arts (BA) from Arizona State University. He has over 20 years of experience providing IT strategic planning services, organizational development services, and system implementation services to public sector clients. He is a subject matter expert on ERP vendors and their product offerings, customer service improvement, and the alignment of people, processes, and technology to maximize organizational resources and funding. Avèro Advisors Clients ● Town of Estes Park, CO ● Town of Farragut, TN ● Town of Payson, AZ ● City of Alcoa, TN ● City of Dania Beach, FL ● City of Dixon, CA ● City of Lethbridge, Alberta ● City of Macedonia, OH ● City of Manassas Park, VA ● City of Maricopa, AZ ● City of Maryville, TN ● City of Mequon, WI ● City of Niagara Falls, NY ● City of Piqua, OH ● City of Scranton, PA ● City of Show Low, AZ ● City of Wilsonville, OR ● Blount County, TN ● Knox County, TN ● Monroe County, NY ● Pittsylvania County, VA ● Union County, NC ● Cambridge Housing Authority, MA ● Hillsborough County Public Schools, FL ● Knoxville’s Community Development Corporation, TN ● Legal Aid of Nebraska, NE ● Maricopa Association of Governments, AZ ● Nevada Rural Housing, NV ● Reno Housing Authority, NV ● Santa Clara County Housing Authority, CA ● Susquehanna Area Regional Airport Authority, PA ● Tulsa Airports Improvement Trust, OK ● Valley Regional Transit, ID Skills ● Business Process Analysis and Redesign ● Customer Service Experience Management ● Enterprise System Evaluation, Selection, and Implementation ● GIS Strategic Planning ● IT Strategic Planning ● Project Management ● Project Roadmap and Comprehensive Vision Building ● Requirements Definition Certifications + Education ● Certified Public Manager - Arizona State University (Tempe, AZ) ● Project Management Certification - Arizona State University (Tempe, AZ) ● Member of IACP (International Association of Chiefs of Police) ● Member of ICMA (International City/County Management Association) ● Bachelor of Arts, German - Arizona State University (Tempe, AZ) DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 12 MIKE COLE, SENIOR MANAGER Professional Summary Mike Cole's distinguished role in teaching Supervision and Leadership at Arizona Peace Officer Standards and Training Board (AZPOST), along with spearheading a mentorship program at Paradise Valley Police Department, underscores his commitment to nurturing the next generation of leaders in the public sector. He believes in the transformative power of mentorship and that a leader’s success is measured by the professional growth of their team. Cole's philosophy emphasizes personal investment in the development of each team member, aiming to guide them towards achieving their professional aspirations. This focus on mentorship and organizational development highlights his exceptional ability to cultivate a supportive and progressive environment, making him an exemplary mentor in any organizational context. Avèro Advisors Clients  City of Knoxville, TN  Knoxville Police Department, TN Skills  Leadership Development  Mentorship Program Implementation  Team Building Expertise  Strategic Planning and Execution  Professional Growth Facilitation  Organizational Development Insight Certifications + Education  Associate degree, Administration of Justice - Cuesta College (San Luis Obispo, CA)  Associate degree, Management - Cuesta College (San Luis Obispo, CA)  Associate degree, Marketing - Cuesta College (San Luis Obispo, CA)  Bachelor of Science, Human Resources Management - Baker College (Flint, MI)  Master of Public Administration, Leadership - Northern Arizona University (Flagstaff, AZ) Awards  Paradise Valley Police Officer of the Year (2001 and 2005)  Public Safety Award from Knights of Columbus Assemble #2524  Law and Order Recognition Award from the Phoenix Elks Lodge #335  “Service to Our Community” Honor from the Scottsdale Elks Lodge #2148  Town Manager’s Service Quality and Performance Award  Public Safety Award for “Outstanding Community Service” from Knights of Columbus Assemble #2524 DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 13 CORBAN CAUSEY, PROJECT MANAGER Professional Summary Corban Causey completed her Bachelor of Science (BS) in Business Administration from the University of Tennessee, Knoxville. Her dedication, competence, and diligence set her apart as a young professional. Dependable, organized, and an excellent communicator, Corban instills confidence in her project team. She has led to the success of many projects at Avèro Advisors by welcoming opportunities to find novel solutions with the ultimate goal of providing the best possible outcomes for her clients. Avèro Advisors Clients  City of Wilsonville, OR  Tulsa Airports Improvement Trust, OK  Valley Regional Transit, ID  Rancho California Water District, CA  Washoe County School District, NV  Monroe County, NY Skills  Business Process Analysis and Redesign  Data Validation and Verification  Enterprise System Evaluation, Selection, and Implementation  IT Strategic Planning  Project Management Certifications + Education  Bachelor of Science, Business Administration - University of Tennessee, Knoxville (Knoxville, TN) DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 14 KLAY BROOKS, SENIOR CONSULTANT Professional Summary Klay Brooks graduated from the University of Tennessee, Knoxville, with a Bachelor of Arts in Anthropology. A critical thinker committed to ethical practices, Klay is highly attentive to detail and offers expertise in qualitative data analysis. They have successfully overseen numerous software implementation projects, managed key account groups, and developed innovative solutions that enhanced service delivery. With a proven history in software consultancy and project management, Klay ensures that data accuracy is maintained throughout a project and strives to exceed expectations. Avèro Advisors Clients  Washoe County School District, NV  Valley Regional Transit, ID  City of Knoxville, TN  Monroe County, NY Skills  Cultural Competency  Qualitative Data Analysis  Project Management  Team Dynamics and Leadership  Enterprise Software Implementation  Data Validation and Verification Certifications + Education  Bachelor of Arts, Anthropology - University of Tennessee, Knoxville (Knoxville, TN) DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 15 Work Program The City of San Luis Obispo stands at a pivotal moment, poised to advance ambitious initiatives that require a thoughtful fusion of organizational development services and technological empowerment. Our proposed solution strategically integrates these components, offering a cost-effective pathway to sustainable progress and equitable access to professional growth for every City employee. The methodology we propose reflects a synergy of technology and personalized consulting services, designed to elevate the City’s operations, and achieve its ambitious goals. Our approach is designed to instill a comprehensive understanding of how seamlessly integrating People, Process, and Technology informs strategic initiatives can catalyze transformative change. The Proposed Project Methodology below, which was developed exclusively for the City of San Luis Obispo and the City’s Human Resources department, outlines how the City’s organizational development needs and desires will be fulfilled, leaving room for feedback from the City’s project sponsors. We are dedicated to offering practical solutions that stay within budget and timeline limitations while supporting the City’s goals. Proposed Project Methodology DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 16 1. Project Planning and Kick-Off Our approach to initiating projects aligns with the City's requirements for clarity, structure, and collaborative planning. At the outset of each project, we will:  Establish direct communication with the City's Project Manager for clear project directives  Based on the City Project Manager’s directives, create and continuously update a Stakeholder Register detailing project sponsors and key personnel to understand the organizational structure of the City and outline project roles and responsibilities  Introduce our project team to key City stakeholders  Present a detailed Project Work Plan outlining tasks, goals, and milestones  Agree on Project Status Report formats, contents, and frequency with City sponsors  Schedule regular Project Update Meetings for project reviews with City sponsors  Openly address questions from kick-off meeting attendees Sample Project Work Plan Phase One: Assessment Deliverable 1: Stakeholder Register Deliverable 2: Project Work Plan DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 17 Sample Project Status Report 2. Current-State Discovery Our team will conduct discovery sessions across the City’s departments to assess the organization in its entirety. This project task will include the following: ● Hold Current-State Discovery Sessions with City stakeholders identified on the Stakeholder Registry to evaluate the current-state organizational environment through the perspective of staff o Conduct group interviews to explore the organization’s current workforce development and onboarding processes and the pros and cons of the current state of these operations o Facilitate open dialogue about operational challenges, departmental goals, and opportunities for innovation within the City o Gather key qualitative insights on the organizational culture, employee morale, and interdepartmental dynamics  Develop a Business Process Inventory to catalog relevant departmental processes, identify the process owners, and prepare to assess the current state of each process  Collect relevant documentation of policies and procedures related to the project scope  Assess administrative capabilities, including the effectiveness of current staff development programs, leadership training initiatives, and technology tools o Explore what data is being tracked in terms of employee learning and development and how staff interact with that data Deliverable 3: Project Status Reports (Provided Throughout Project) Deliverable 4: Project Update Meetings (Provided Throughout Project) DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 18  Identify the City’s key objectives related to workforce development to inform strategic recommendations 3. Current-State Business Process Mapping The Avèro team will collaborate with the City’s project team to develop Business Process Modeling Notation (BPMN) diagrams based on documentation collected and stakeholder feedback gathered during current-state discovery. This project task will include the following: ● Facilitate group process mapping sessions with stakeholders from relevant departments o Diagram and document process workflows to ensure a detailed and accurate assessment of the current state of the City’s organizational development operations o Identify inefficiencies, such as bottlenecks and duplications, and identify where key business activities are missing that may enhance the City’s organizational strategy o Explore how the organization’s enterprise software systems are being utilized in these processes and where professional development operations could be enhanced using existing technology ● Validate the Current-State Business Process Maps with the City’s project sponsors Sample Current-State Business Process Map Deliverable 5: Current-State Business Process Maps DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 19 4. Operational Review Our team will conduct an in-depth operational review across the City’s departments, with a focus on the Human Resources department, to assess the organizational development operations of the organization as a whole. This project task will include the following: ● Review operational functions relevant to organizational development to measure their effectiveness ● Analyze workflows and departmental procedures to identify bottlenecks or inefficiencies ● Identify gaps in training, leadership, and expertise that may affect current operations and future growth ● Evaluate current performance measures against industry standards and benchmarks with other cities of comparable size and operational environment ● Determine the City’s current and future staffing, technology, and support needs Sample Current-State Assessment Deliverable 6: Current-State Assessment DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 20 5. Future-State Visioning Our team will conduct future-state visioning across all relevant City departments to gain a comprehensive understanding of the ideal professional development operations environment for the City. This project task will include the following:  Engage with staff and leadership in workshops designed to envision the City's ideal future organizational structure and culture o Discuss potential future capabilities and roles within the organization to better align with strategic goals and community needs o Share insights and examples of excellent organizational development practices from municipalities that share the same goals as the City of San Luis Obispo, focusing on practical applications that have led to tangible improvements in organizational health and service delivery o Explore the desired positive impact of enhanced collaboration, streamlined processes, and employee empowerment offered by organizational development initiatives 6. Future-State Business Process Mapping Our team will develop new, improved BPMN process diagrams based on the Current-State Business Process Maps, incorporating best practices and feedback gathered during Future- State Visioning. This project task will include the following: ● Identify where communication gaps, procedural redundancies, and role overlaps can be eliminated ● Map daily activities to ideal business processes across the City’s ideal future-state organizational environment ● Diagram and document future-state workflows ● Validate the Future-State Business Process Maps with the City’s project sponsors Sample Future-State Business Process Map Deliverable 7: Future-State Business Process Maps DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 21 7. Deliver Recommendations Our team will develop a Comprehensive Recommendations Report at the conclusion of the organizational and operational reviews and assessments. This project task will include the following: ● Highlight critical issues identified during the assessment phase and present potential opportunities for improvement ● Offer and document strategic, actionable recommendations based on the findings to help the City achieve its objectives and serve the community effectively ● Develop an Organizational Design Framework that is custom fit to the City’s needs o Synthesize assessment and visioning insights, align the design with strategic objectives, and redefine roles and processes to support efficiency and strategic goals o Incorporate structures that support clear governance and effective communication channels in the new organizational design ● Finalize deliverables with the feedback and approval of the City’s project sponsors 8. Organizational Development Strategy Avèro Advisors will recommend organizational development strategies to effectively address the gaps previously identified between the City’s current operational environment and the City’s ideal future-state vision, based on our best practices research and our years of experience working with public sector clients. This project task will include the following:  Ensure that the proposed organizational development strategies are Specific, Measurable, Achievable, Relevant, and Time-bound (SMART)  Rank the strategies with respect to the urgency of the City’s needs, the anticipated degree of impact, the associated costs, and the estimated implementation timelines  Hold an interactive review session with the City’s project sponsors to ensure that the strategies align with the City’s goals and finalize the prioritization of the strategies Once the strategies have been finalized and ranked appropriately, our team will develop a Strategic Roadmap at the conclusion of Phase One. This roadmap will outline key organizational development areas within the City, such as leadership development, process improvement, and team collaboration. It will be presented in the form of a Gantt chart and will include each strategy in prioritized order, along with an associated timeframe (i.e., short-term, medium-term, or long-term). Upon developing the Strategic Roadmap, we will finalize it with the City’s project sponsors. Deliverable 8: Comprehensive Recommendations Report Deliverable 9: Strategic Roadmap DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 22 Sample Strategic Roadmap 9. Organizational Change Management To kick off phase two, Avèro Advisors will prepare the City’s project team for the successful implementation of the organization’s strategic organizational development plan including the provision of project management services for any major initiatives identified therein. This project task will include the following: ● Develop an Implementation Plan, which will outline each phase of the implementation of the organizational development strategy, including anticipated costs and timeframes, anticipated staff resources that will be needed, and recommendations for how staff members can balance their current workloads with the workload demands related to implementation of the new strategy ● Develop an overall Communications Plan, which will include the type of communication, the group who will be communicated with, the purpose of the communication, the frequency of the communication, and the method of communication Phase Two: Ongoing Partnership DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 23 ● Develop a Change Management Plan, which will prepare the City staff in relevant departments for the changes ahead, set appropriate expectations, and describe how we will manage feedback from various stakeholders ● Hold a meeting with the City's project sponsors, including the Human Resources department, to assimilate project expectations, answer questions, and present Organizational Change Management deliverables 10. Mentorship Program The most effective organizations have the capacity to develop their workforce independently from within. To support the long-term effectiveness of the proposed organizational development services, we will work with executive leadership and management to design and implement a mentorship program to support leadership enhancement, skills building, and succession planning across all City departments. This project task will include the following: ● Identify potential mentors and mentees through a comprehensive skills and goals assessment, facilitating mentor-mentee pairing based on compatibility, skills gaps, and career aspirations ● Develop resources and tools to guide mentors and mentees throughout the mentorship journey. o Provide Development Plan Templates to structure goal setting and progress tracking o Collect and analyze feedback from participants via digital feedback and reflection forms (with the available technology of the City’s choosing), enabling analysis of qualitative and quantitative data to monitor the effectiveness of the program o Compile Best Practices Guides to offer proven strategies for successful mentorship interactions. ● Organize training sessions for mentors to enhance their coaching and leadership skills. ● Schedule regular check-ins to ensure the mentorship program meets its goals and to adjust strategies as needed Deliverable 10: Implementation Plan Deliverable 11: Communications Plan Deliverable 12: Change Management Plan Deliverable 13: Development Plan Templates Deliverable 14: Best Practices Guides DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 24 11. Training and Coaching Avèro Advisors champions a 'People, Process, Technology' model. Our areas of expertise in training and coaching include project management, technology, leadership, strategy, and organizational change management. Topics we believe would be beneficial to the City of San Luis Obispo include the following: ● People o Creating a Workplace Culture that Embraces Accountability and Leadership o Streamlining Human Resources Management in the Public Sector o Leveraging Strategic Planning to Develop a Roadmap for Your City o Building a Digital-First Culture: Strategies for CIOs o Introduction to Cross-Functional Collaboration o Strategic Vision: Aligning Modernization with Public Sector Organizational Goals ● Process o The Power of Relationships in Local Government Project Management o Project Governance and Stakeholder Management o Effective Project Management in Local Government: Navigating Complexity ● Technology o Navigating AI Integration: Strategies for Local Governments o Making Smart Use of Big Data in Local Government o Digital Equity: Empowering Communities Through Connectivity o Maximizing Your ERP Investment: A Guide to Managed Services and Post- Implementation Strategies o Introduction to Public Safety Technology Strategy As the City collaborates with Avèro Advisors, we encourage the City to collaborate with any other specialized consultants the City has contracted for specific needs as directed by the City Project Manager. We are prepared to provide expert project management and strategic planning services that will contextualize all training and coaching efforts into a cohesive strategy, ensuring a cohesive approach to the City’s organizational development across all initiatives. DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 25 Required Forms Hourly Rates Avèro Advisors proposes the following rates in the Hourly Rate Chart. We are committed to working closely with the City to ensure that our services do not exceed the budgeted cost. We will bill for all services upon prior written approval from City of San Luis Obispo and Avèro Advisors. Invoices for completed services will be submitted monthly by Avèro Advisors. Only actual travel expenses will be billed. Hourly Rate Chart Project Team Role Hourly Rate Project Executive $300 Director of Advisory Services $250 Senior Manager $225 Project Manager $200 Associate / Senior Consultant $175 We remain flexible in our approach and welcome any feedback for modifications that the City may deem necessary. This quote is valid for 365 days. DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 26 References Number of years engaged in providing the services included within the scope of the specifications under the present business name: 8 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 if required. 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 City of Dixon, California Contact Name Ms. Kate Zawadzki, Finance Director Telephone & Email (707) 678-7000 | kzawadzki@cityofdixon.us Street Address 600 East A Street City, State, Zip Code Dixon, CA 95620 Description of services provided including contract amount, when provided, and project outcome (May 2022 - Ongoing) Avèro was contracted by the City of Dixon, California to provide professional project management and implementation services for the transition from the City’s current enterprise software system (Springbrook) to its new enterprise software system (Tyler Technologies). The specific modules being implemented are as follows: EnerGov, Executime, Incode (including Utilities Pro), and Parks and Rec. Avèro’s Project Team is currently overseeing the implementation of these modules. Our team’s project management services for the implementation of the new enterprise system includes the following specific activities: system configuration, system integration, system testing, user acceptance testing, end-user testing, Go-Live support, and Post Go-Live support. Avèro’s Project Team is meeting regularly with City staff, as well as Tyler Technologies staff, to ensure the success of implementation. DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 27 Reference No. 2: Agency Name Mendocino County, California Contact Name Mr. Tony Rakes, IT Director Telephone & Email (707) 234-6015 | rakest@mendocinocounty.org Street Address 501 Low Gap Road #1020 City, State, Zip Code Ukiah, CA 95482 Description of services provided including contract amount, when provided, and project outcome (January 2023 - Ongoing) Avèro was contracted by Mendocino County, California to provide project management support for implementing Accela’s Civic Application for Cannabis Regulation. The tasks that Avèro’s Project Team is completing for this engagement include communicating project goals and objectives among stakeholders, scheduling team meetings, leading project updates, and assisting the County’s team to ensure project work deadlines are met. Avèro is currently providing resources for system setup, assisting with the development of “Backlog Stories” vital to configuring the system appropriately for the County’s needs, ensuring appropriate resources are available for system configuration and legacy data conversion, defining business rules for key core processes, and working alongside the County’s team to report issues or bugs during system testing. Once Accela’s Civic Application has been implemented, Avèro will dedicate resources to develop business process maps, which will serve as the County’s user guide. DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 28 Reference No. 3: Agency Name City of Maryville, Tennessee Contact Name Mr. Greg McClain, City Manager Telephone & Email (865) 273-3401 | gmcclain@maryville-tn.gov Street Address 400 West Broadway Avenue City, State, Zip Code Maryville, TN 37801 Description of services provided including contract amount, when provided, and project outcome (February 2018 - Ongoing) Avèro was contracted by the City of Maryville, Tennessee to create a multi-year IT Modernization Strategic Plan (ITMSP). After Avèro’s Project Team conducted an IT assessment to evaluate the current state of the City’s IT environment, we developed an ITMSP. The aim of developing the ITMSP was to guide the City in optimizing its IT environment efficiently and cost-effectively and to provide them with clear strategic recommendations. Additionally, because the City had an outdated Financial and Human Resources enterprise software system (Harris GEMS) in place and because vendor support of the City’s version of Harris GEMS ended in 2018, Avèro was also contracted to provide ERP advisory services to the City. To advise the City about the best next steps to take, our team performed business process analysis across many City departments, including Development Services, Financial Services, Fleet, Human Resources, Public Utilities, and Public Works. This analysis enabled Avèro to identify current limitations and map out the future state of critical business processes. Our team subsequently guided the City through system requirements definition, RFP development, ERP system evaluation, and selection for various enterprise solutions (i.e., Asset Management, Financial, Fleet, Human Resources, and Procurement). Avèro’s Project Team assisted the City through contract negotiations with the selected vendors (CSA Software and Tyler Technologies). Avèro is currently serving as the Executive Project Manager for the City, including managing the City’s enterprise system implementations. DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 29 Reference No. 4: Agency Name City of Piqua, Ohio Contact Name Mr. Paul Oberdorfer, City Manager Telephone & Email (937) 778-2051 | poberdorfer@piquaoh.org Street Address 505 West Water Street City, State, Zip Code Piqua, OH 45356 Description of services provided including contract amount, when provided, and project outcome (February 2022 – Ongoing) Avèro was contracted by the City of Piqua, Ohio to conduct a comprehensive IT Assessment and develop an IT Strategic Plan (ITSP) for the City. Avèro's Project Team assessed the City’s current-state IT environment by conducting interviews with key internal stakeholders regarding cybersecurity protocols, network infrastructure, and enterprise software systems used to support City operations. Avèro then conducted visioning sessions with City stakeholders to discuss how the City envisions using modern technologies as a tool to move the organization forward in the years to come. Following the data gathering, Avèro’s Project Team conducted a gap analysis to identify emergent gaps between the current state and the optimized future state of the City’s IT program. After developing and prioritizing the proposed IT modernization strategies, Avèro prepared and presented the ITSP Report. Our team is currently assisting the City with the replacement of its current ERP software (Springbrook). DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 30 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 disqualifications as described in the above paragraph to declare? Yes  No   If yes, explain the circumstances. Executed on ____________________ at _____ ______under the penalty of perjury of the laws of the State of California, that the foregoing is true and correct. Signature of Authorized Proposer Representative 03/29/2024 11:05 am Verified by pdfFiller 03/29/2024 ____________________________________________ DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 RFP 2402-001 Proposal/Qualifications for Organizational Development Services Page | 31 Certificate of Insurance The undersigned declares that she or he:  Has carefully examined this document, which is hereby made a part of this proposal.  Is thoroughly familiar with its 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: A+ Firm Name and Address THE HARTFORD BUSINESS SERVICE CENTER 3600 WISEMAN BLVD SAN ANTONIO TX 78251 Contact SUSAN CASTANEDA Phone (888) 925-3137 (866) 467-8730 Signature of Authorized Representative Date 03/29/2024 Verified by pdfFiller 03/29/2024 DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 WLTR005 THE HARTFORD BUSINESS SERVICE CENTER 3600 WISEMAN BLVD SAN ANTONIO TX 78251 February 20, 2024 For Informational Purposes 512 W BROADWAY AVE MARYVILLE TN 37801 Account Information: Policy Holder Details :AVERO, LLC DBA AVERO ADVISORS Contact Us Need Help? Chat online or call us at (866) 467-8730. We're here Monday - Friday. Enclosed please find a Certificate Of Insurance for the above referenced Policyholder. Please contact us if you have any questions or concerns. Sincerely, Your Hartford Service Team DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 02/20/2024 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. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATIONIS 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). PRODUCER KRAFT LAKE INS AGENCY INC/PHS 81152026 The Hartford Business Service Center 3600 Wiseman Blvd San Antonio, TX 78251 CONTACT NAME: PHONE (A/C, No, Ext): (866) 467-8730 FAX (A/C, No): E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC# INSURED AVERO, LLC DBA AVERO ADVISORS 512 W BROADWAY AVE MARYVILLE TN 37801 INSURER A : Hartford Fire and Its P&C Affiliates 00914 INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: 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. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSR SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/Y YYY)LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE CLAIMS-MADE OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence) MED EXP (Any one person) PERSONAL & ADV INJURY GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE POLICY PRO- JECT LOC PRODUCTS - COMP/OP AGG OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) ANY AUTO BODILY INJURY (Per person) ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per accident) HIRED AUTOS NON-OWNED AUTOS PROPERTY DAMAGE (Per accident) UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS- MADE EACH OCCURRENCE AGGREGATE DED RETENTION $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N/ A 81 WEC AA1TR7 04/03/2023 04/03/2024 X PER STATUTE OTH- ER Y/N E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE -EA EMPLOYEE $1,000,000 E.L. DISEASE - POLICY LIMIT $1,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Those usual to the Insured's Operations. CERTIFICATE HOLDER CANCELLATION For Informational Purposes 512 W BROADWAY AVE MARYVILLE TN 37801 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 WLTR005 THE HARTFORD BUSINESS SERVICE CENTER 3600 WISEMAN BLVD SAN ANTONIO TX 78251 February 20, 2024 For Informational Purposes 512 W BROADWAY AVE MARYVILLE TN 37801-4712 Account Information: Policy Holder Details :Avero, LLC Contact Us Need Help? Chat online or call us at (866) 467-8730. We're here Monday - Friday. Enclosed please find a Certificate Of Insurance for the above referenced Policyholder. Please contact us if you have any questions or concerns. Sincerely, Your Hartford Service Team DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 02/20/2024 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. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATIONIS 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). PRODUCER NUTMEG INS AGENCY INC/PHS 76210798 The Hartford Business Service Center 3600 Wiseman Blvd San Antonio, TX 78251 CONTACT NAME: PHONE (A/C, No, Ext): (888) 925-3137 FAX (A/C, No): E-MAIL ADDRESS: INSURER(S) AFFORDING COVERAGE NAIC# INSURED Avero, LLC 512 W BROADWAY AVE MARYVILLE TN 37801-4712 INSURER A : Hartford Underwriters Insurance Company 30104 INSURER B : Hartford Fire Insurance Company 19682 INSURER C : INSURER D : INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: 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. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR TYPE OF INSURANCE ADDL INSR SUBR WVD POLICY NUMBER POLICY EFF (MM/DD/YYYY) POLICY EXP (MM/DD/Y YYY)LIMITS A COMMERCIAL GENERAL LIABILITY 76 SBU BA2NMC 09/19/2023 09/19/2024 EACH OCCURRENCE $2,000,000 CLAIMS-MADE X OCCUR DAMAGE TO RENTED PREMISES (Ea occurrence)$1,000,000 X General Liability MED EXP (Any one person)$10,000 PERSONAL & ADV INJURY $2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER:GENERAL AGGREGATE $4,000,000 X POLICY PRO- JECT LOC PRODUCTS - COMP/OP AGG $4,000,000 OTHER: AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident) ANY AUTO BODILY INJURY (Per person) ALL OWNED AUTOS SCHEDULED AUTOS BODILY INJURY (Per accident) HIRED AUTOS NON-OWNED AUTOS PROPERTY DAMAGE (Per accident) UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS- MADE EACH OCCURRENCE AGGREGATE DED RETENTION $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below N/ A PER STATUTE OTH- ER Y/N E.L. EACH ACCIDENT E.L. DISEASE -EA EMPLOYEE E.L. DISEASE - POLICY LIMIT B FailSafe Technology Errors or Omissions Liability 76 SBU BA2NMC 09/19/2023 09/19/2024 Each Wrongful Act Aggregate Limit $5,000,000 $5,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Those usual to the Insured's Operations. CERTIFICATE HOLDER CANCELLATION For Informational Purposes 512 W BROADWAY AVE MARYVILLE TN 37801-4712 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE © 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 -9- EXHIBIT B INSURANCE REQUIREMENTS FOR PROFESSIONAL SERVICES Without limiting CONSULTANT’s indemnification of CITY, and prior to commencement of Work, CONSULTANT shall obtain, provide and maintain at its own expense during the term of this AGREEMENT, policies of insurance of the type and amounts described below, and in a form satisfactory to CITY. General liability insurance. CONSULTANT shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted. Professional liability (errors & omissions) insurance. CONSULTANT shall maintain professional liability insurance that covers the Services to be performed in connection with this AGREEMENT, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this AGREEMENT and CONSULTANT agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this AGREEMENT. Workers’ compensation insurance. CONSULTANT shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). CONSULTANT shall submit to CITY, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of CITY, its officers, agents, employees, and volunteers. Proof of insurance. CONSULTANT shall provide certificates of insurance to CITY as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by CITY’s R isk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with CITY at all times during the term of this contract. CITY reserves the right to require complete, certified copies of all required insurance policies, at any time. Duration of coverage. CONSULTANT 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 CONSULTANT, his agents, representatives, employees or subconsultants. Primary/noncontributing. Coverage provided by CONSULTANT shall be primary and any insurance or self- insurance procured or maintained by CITY shall not be required to contribute with it. The limits of insurance required herein 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 non-contributory basis for the benefit of CITY before the CITY’s own insurance or self-insurance shall be called upon to protect it as a named insured. CITY’s rights of enforcement. In the event any policy of insurance required under this AGREEMENT does not comply with these specifications or is canceled and not replaced, CITY has the right but not the duty to obtain the insurance it deems necessary, and any premium paid by CITY will be promptly reimbursed DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 -10- by CONSULTANT or CITY will withhold amounts sufficient to pay premium from CONSULTANT payments. In the alternative, CITY may cancel this AGREEMENT. Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the CITY’s Risk Manager. Waiver of subrogation. All insurance coverage maintained or procured pursuant to this AGREEMENT shall be endorsed to waive subrogation against CITY, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow CONSULTANT or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. CONSULTANT hereby waives its own right of recovery against CITY and shall require similar written express waivers and insurance clauses from each of its subconsultants. Enforcement of contract provisions (non estoppel). CONSULTANT acknowledges and agrees that any actual or alleged failure on the part of the CITY to inform CONSULTANT of non -compliance with any requirement imposes no additional obligations on the CITY nor does it waive any rights hereunder. Requirements not limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given covera ge feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the CONSULTANT ma intains higher limits than the minimums shown above, the CITY requires and shall be entitled to coverage for the higher limits maintained by the CONSULTANT. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY. Notice of cancellation. CONSULTANT agrees to oblige its insurance agent or broker and insurers to provide to CITY with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage. Additional insured status. General liability policies shall provide or be endorsed to provide that CITY and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies. Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to CITY and approved of in writing. Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that CONSULTANT’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions. Pass through clause. CONSULTANT agrees to ensure that its subconsultants, subConsultants, and any other party involved with the project who is brought onto or involved in the project by CONSULTANT, provide the same minimum insurance coverage and endorsements required of CONSULTANT. CONSULTANT agrees to monitor and review all such coverage and assumes all responsibility for ensuring DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5 -11- that such coverage is provided in conformity with the requirements of this section. CONSULTANT agrees that upon request, all agreements with consultants, subConsultants, and others engaged in the project will be submitted to CITY for review. CITY’s right to revise specifications. The CITY reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the CONSULTANT ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the CONSULTANT, the CITY and CONSULTANT may renegotiate CONSULTANT’s compensation. Self-insured retentions. Any self-insured retentions must be declared to and approved by CITY. CITY reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by CITY. Timely notice of claims. CONSULTANT shall give CITY prompt and timely notice of claims made or suits instituted that arise out of or result from CONSULTANT’s performance under this AGREEMENT, and that involve or may involve coverage under any of the required liability policies. Additional insurance. CONSULTANT shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work. Verification of Coverage. Consultant shall furnish the City with a certificate of insurance showing maintenance of the required insurance coverage, as well as endorsements effecting general liability coverage.. All endorsements are to be received and approved by the City before work commences. DocuSign Envelope ID: E1803292-7464-4106-8160-BE154A2146C5