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Agreement - Jacob Green
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 Jacob Green & Associates, hereinafter referred to as Consultant (collectively referred to as the “Parties”). WITNESSETH: WHEREAS, on March 1, 2024, 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: 941376CC-A489-4F28-BC77-5EBCAB104D2D 5/10/2024 | 8:45 AM PDT 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 CONTRACTOR. a. Consultant is and shall at all times remain as to the City a wholly independent contractor. 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, empl oyees, 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: 941376CC-A489-4F28-BC77-5EBCAB104D2D 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: 941376CC-A489-4F28-BC77-5EBCAB104D2D 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: 941376CC-A489-4F28-BC77-5EBCAB104D2D 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: 941376CC-A489-4F28-BC77-5EBCAB104D2D 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: 941376CC-A489-4F28-BC77-5EBCAB104D2D 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: Jacob Green & Associates 13217 Jamboree Road #248 Tustin, CA 92782 JacobGreenAndAssociates.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 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D lie. The validity, interpretation, construction and performance of this Agreement, and all 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: 941376CC-A489-4F28-BC77-5EBCAB104D2D PROPOSAL FOR ORGANIZATIONAL DEVELOPMENT SERVICES SOLICITATION 2402-001 Proposal for 13217 Jamboree Rd., #248 Tustin, CA 92782888.4.JGA.1ST JacobGreenAndAssociates.com APRIL 2024 Exhibit A DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D LETTER FROM CEO JACOB GREEN TABLE OF CONTENTS SCOPE OF SERVICES COST PROPOSAL YOUR TEAM Page 1 Section C Section B Section A Cover Letter Pages 2 - 16 Pages 17 - 25 Pages 26 - 27 CITY OF Sa n L u i s O b i s p o FORMS Section DPages 28 - 33 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D PAGE 1 1.888.4.JGA.1ST | INFO@JACOBGREENANDASSOCIATES.COM April 1, 2024Dianna Federico, Human Resources Analyst City of San Luis Obispo990 Palm StreetSan Luis Obispo, CA 93401Dear Ms. Federico,Jacob Green and Associates (JGA) is pleased to submit our proposal in response to the Organizational Development Services Request for Proposals/Qualifications 2402-001 for the City of San Luis Obispo (City).JGA understands the City is seeking a firm with robust services that include trainings, organization development support, coaching, and consulting services for your City employees. Our firm has been providing organizational development services for cities throughout California since the launch of our company. JGA, based in California, was founded by Jacob Green, who served in local government for over 18 years in various roles leadership roles. JGA serves as a trusted partner for government leaders facing change and challenge in pursuit of municipal excellence. The JGA team is comprised of diverse veteran local government leaders with over 600 years of combined municipal experience. JGA provides comprehensive local government services that focus on helping the organization achieve long-term impact. We provide tailored services by developing a deep understanding of our client needs, fostering authentic and trusted relationships, and focusing on solutions and outcomes that consistently exceed expectations.We are confident that our team will provide an array of Organizational Development services to meet the needs of the City.As requested, "JGA has not been removed from a project or disqualified from proposing on a project."We look forward to working with the City of San Luis Obispo. Sincerely, Jacob Green President & CEO DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D SCOPE OF SERVICESSECTION A P AGE 2 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D ORGANIZATIONAL DEVELOPMENT Organizational development is crucial for the sustained growth and success of the City. JGA has provided a menu of our comprehensive organizational development consulting services to address the diverse needs of the City on the following pages. JGA will ensure all engagements follow standard consulting processes including contracting, discovery, analysis & feedback, planning, and implementation.We understand that each organizational challenge is unique, requiring tailored solutions to achieve desired outcomes. Our previous work with the Police Department involved conducting a strategic plan, which included a comprehensive organizational assessment, providing us with valuable insights into the dynamics and unique characteristics of the City. Through this engagement, we gained an in-depth understanding of the organizational culture, operational challenges, and stakeholder dynamics within the Police Department and internal/external stakeholders. This experience positions us well to navigate the intricacies of the City dynamics, enabling us to tailor our consulting approach to effectively address specific needs and facilitate positive change. We are confident that our familiarity with City and its stakeholders will allow us to deliver impactful solutions that drive organizational growth and development. JGA serves over 75 cities, counties, and special districts throughout California. These services include: Coaching, Mediation, Leadership Academy, Professional Development, Training, Teambuilding, Strategic Planning, Goal Setting, Work Planning, and Organizational Assessments. SCOPE OF SERVICES:JGA will provide organizational development services, on an as-needed basis. All engagements will follow a standard consulting process such as contracting, discovery, analysis & feedback, planning, and implementation. We understand the need for organizational development covers a wide range of assignments such as: •Organizational change management •Team development •Team building •Strategic planning •Group facilitation •Process design •Coaching: executive, leaders, onboarding, and transition •Organizational design •Program design •Assessments design and analysis: organizational, team, and individualWe have provided a selection of our services on the following pages, per the RFP/RFQ requirements. PAGE 3 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D COACHING SERVICES One of the best ways public sector organizations can retain a high-caliber workforce is by investing in an employee’s personal and professional development. JGA’s executive coaching team is comprised of experienced local government professionals who understand how to support the professional growth of the public servant.Our team brings a wealth of experience in leadership development, organizational effectiveness, and coaching throughout California. We have a proven track record of delivering impactful coaching and onboarding solutions that drive performance improvement and foster professional growth. Our team possesses the necessary expertise and qualifications to effectively support management employees and facilitate successful onboarding experiences for executives and managers.JGA coaches subscribe to the “Brief Coaching” philosophy developed by Insoo Kim Berg and Peter Szabo. Essentially, the coach is responsible for ensuring the sessions are focused on results; think SWAT team- get in, tackle the mission, and go home better and stronger. Sessions examine future achievement and support the identification of successful strategies based on past experiences. JGA’s coaching approach is solution-focused.Leadership coaching is the process of working one-on-one with an employee, typically an executive, manager, supervisor, or “high-potential” individual in a series of focused sessions to develop their professional impact. The process of coaching is designed to help the participant enhance their workplace self-awareness, tackle blind spots, clarify goals, unlock their potential, and have a trusted source for feedback and guidance. Coaching sessions are designed to provide a means for the participant to clarify and solve problems on their own; promoting ownership and successful implementation of their self-created strategies. SCOPE OF WORK Objective:JGA will provide coaching support to management employees, including frontline managers to executive-level personnel, on an as-needed basis. •JGA will conduct assessments (often utilizing the AEM-Cube in our approach) to identify strengths and areas for improvement, design personalized coaching plans, and facilitate coaching sessions aimed at achieving desired outcomes. •The focus will be on leveraging strengths, addressing development areas, and enhancing overall effectiveness in respective roles. •JGA will provide specialized onboarding coaching services tailored to executives and managers who are new to the City or transitioning into new roles. •JGA will provide guidance on understanding roles and responsibilities, navigating organizational dynamics, and maximizing success during critical transition phases. PAGE 4 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D Scope of Services: JGA will:a. Create a development coaching plan which identifies the tools and methods to be utilized to assess the individual or the team's strengths, needs, knowledge, skills, and abilities.b. Develop an estimated time frame for evaluating knowledge, skills, and abilities.c. Identify the knowledge, skills, and abilities of each manager or team.d. Identify the needs to be addressed.e. Conduct individual or team coaching sessions to address the identified needs.f. Provide the Project Manager with the dates and times of all sessions, in report format. Information regarding the confidential sessions between the coach and the participant are not available to the Project Manager. JGA will notify the Project Manager if there are any reportable actions required (threats, etc.) or if the coaching sessions are no longer producing results. Frequency of Coaching Engagement, Scheduling, & Location: JGA will provide Coaching Services as follows and as requested by City:a. In-person at a work location, orb. In-person at a nearby public place of convenience to City requester, orc. Via Zoom, Teams, or direct call.The length and frequency of Coaching sessions may vary as needed or to accommodate the schedule of the individual being coached.JGA will engage in Coaching Services no less than one time per month for the duration of the engagement, including ad-hoc sessions as needed.JGA will be available for feedback and questions, and to serve as a sounding board when needed, either for the requesting City department Project Manager or the coaching participant(s). Deliverables: JGA will provide a periodic verbal progress summary and ongoing development recommendations to the requesting City department Project Manager, but only outlining the dates/times of coaching sessions. All sessions are strictly confidential in order to promote participation and achieve results. PAGE 5 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D LEADERSHIP ACADEMY One of our most popular offerings is our municipal Leadership Academy. JGA will work collaboratively with the City to build and implement a premier Leadership Development Academy. The Leadership Development Academy will reflect your commitment to employee learning, growth, and development, in order to attract top talent, minimize attrition, and build a connected culture. Our facilitators will incorporate a variety of best-practice adult learning techniques to ensure that participants are connecting with the material and are able to apply lessons learned to their respective roles. JGA encourages a high level of engagement during training courses; role-playing, scenario discussions, team exercises, and small group work is fundamental to our course of instruction. Each participant will leave the training experience with new tools and resources to bring back to their respective teams.JGA's Leadership Development team will plan, organize, and implement a Leadership Academy that aims to offer an immersive and transformative experience for all participants. The Academy will consist of a series of concurrent monthly, full-day sessions, for a period of six months. The schedule is flexible to accommodate the client. The Academy will focus on broadening attendees' skills, challenging common perspectives of leadership, and empowering them to become effective leaders in both work environments and community interactions. Additionally, the Academy can be customized to different groups of employees at different stages of their careers. PAGE 6 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D TRAINING COURSE OPTIONS •Action and Work Planning •Building a Company Brand •Building a Diverse, Equitable, and Inclusive Workplace •Building Effective Teams •Building Personal and Professional Resilience •Building Professional Development Plan & Network •Building Trust and Respect •Communication: E-mail and Written Professional Protocols •Communication Styles and Approaches for Workplace Success •Conflict Resolution •Creating a Customer Service Experience •Crisis Leadership •Crisis Management •Crucial Conversations •Dealing with Difficult Situations •Diversity, Equity & Inclusion •Ethics in Local Government •First Time Supervisor/Manager Readiness •Leadership at all Levels •Leadership Brown Bags •Leadership Communication & Crucial Conversations •Leadership Health and Wellness •Leadership Readiness •Leading Innovation Initiatives •Leveraging Change •Operational Enhancement Facilitation •Organizational Alignment •Organizational Culture Development •Performance Review (Courses and Facilitation) •Performance Management and Data Analytics •Preparing for the Next Disaster – Crisis Leadership •Project Management Best Practice •Public Speaking and Presentation Skill Development •Strategic Planning •Stress Management •Succession Planning •Team Dynamics – AEM-Cube Assessment & Facilitation •Teambuilding (Off-Site/Retreat) •Time Management and Project Management Excellence •Understanding Stakeholder Needs and Perspectives •Workflow Assessments & Building Efficiency PAGE 7 The following list is just a sample of the course offerings JGA provides. We provide a wide range of course topics that can be customized to the City's needs. DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D PAGE 8 TEAMBUILDING FACILITATION Top-performing teams take time away from the daily workplace grind to enhance team cohesion, engagement, and build alignment for future success. JGA’s teambuilding facilitation services are customized to meet client needs and include the opportunity to reflect on the existing operations and ensure the team is ready for inevitable future change and challenges. 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. In advance of the off-site facilitation, JGA will survey attendees to explore expectations, topics of interest, and uncover individual and department needs. While maintaining participant confidentiality, findings will be shared with the leadership team in advance of the session, to solidify the agenda and seek any additional direction necessary for event success.While the final agenda is subject to client direction, we propose focusing on team cohesion and strategic alignment activities, integrating the AEM-Cube Assessment tool as a foundation for building cognitive diversity and team optimization. This session will strengthen connections between team members and the functions they are responsible for; while exploring innovations for future growth and success. We will then build upon these tools and focus on helping your team communicate and interact successfully. We offer full-day facilitations based on the client's needs. Customized facilitated services may include all or some components of the following services depending on the needs of the team: These sessions typically result in the following: 1. Improved communication2. Greater trust between team members3. Silo removal4. Teamwork solidification5. Renewed motivation 6.Focused collaboration7.Stronger alignment8.Mission clarity9.Embrace of purpose and nobility of profession10.Stronger connection and lower attrition •Teambuilding Activities •Organizational Culture Development •Building Trust and Respect •Operational Enhancement Facilitation •Conflict Resolution •Workflow Assessments •Crucial Conversations •Leadership Facilitation •Stress Management •Team Dynamics - AEM-Cube Assessment DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D PAGE 9 OPTIONAL: TEAM DYNAMICS ASSESSMENT TOOL – AEM-CUBE JGA’s certified professional facilitators will administer the AEM-Cube team dynamics assessment to all participants. The assessment was created as the result of decades of research focused on understanding how high-performing teams tackle complex challenges and enhance performance. The AEM-Cube is a cutting-edge management tool that identifies and aligns the strategic diversity within an organization so that performance is optimized. Findings help management identify how teams interact and how to get the greatest contribution from each individual, team, and department, which in turn maximizes both productivity and collaboration. This exclusive suite of 3D tools visualizes where individuals contribute optimally to overall team and organization growth. The AEM-Cube is delivered as an online questionnaire that provides each team member with a comprehensive report describing where they add value and what this means in a team and organizational setting. Individual results are also compiled to provide a deeper understanding of the team’s limitations and opportunities. DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D DEPARTMENT ORGANIZAIONAL ASSESSMENT •Assessing the performance and outcomes of current systems, processes, and team dynamics. •Identifying strategic and implementable improvements. •Working with staff to identify positive and sustainable organizational enhancements that they own and support. •Creating a common understanding of key interdependencies between work units necessary for efficiency, uniformity, and predictability. •Understanding the importance of balancing quantitative data with qualitative facts to accurately assess the value and effectiveness of services. STEP 1: INFORMATION GATHERING & ASSESSMENTCollection and review of all materials related to the department to understand the structure, mission, vision, and values. These include, but are not limited to: •Organizational Structure •Strategic Planning Documents •Key Projects •Leadership Development Efforts •Prior Assessments •Results from recent employees conversations to identify pain points STEP 2: ONE-ON-ONE INTERVIEWSOne-on-one interviews, with the Leadership Team and stakeholders (approximately 15), providing the opportunity to discuss strengths and challenges in a confidential setting with JGA leadership specialists to discover root causes and highlight department champions. STEP 3: SURVEY DEPARTMENTCustomized, anonymous survey sent to entire department to provide pertinent data on the following culture and process areas: •Purpose •Resources •Leadership •Culture/Climate It is essential for City departments to periodically assess their operations, policies, and practices to ensure they meet the needs of their constituents effectively and efficiently. This organizational assessment serves as a vital tool for the departments to evaluate its current state, identify areas of strength, and pinpoint opportunities for improvement. Our approach allows JGA to utilize the knowledge and expertise of the department to gain an understanding and respect for the past, as we work with the department to determine your current and future needs.The focus of our project will be driven by the following: PAGE 10 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D PAG E 11 STEP 4: ADMINISTER AEM-CUBE ASSESSMENT TO DEPARTMENTThis unique assessment tool is utilized to understand individual members within the department and how their unique cognitive preferences can be best employed to achieve maximum organizational success. This tool also provides insight into individual work styles, operational preferences, and showcases the importance of every member’s contribution to organizational success. (More information on the AEM-Cube assessment can be found on page 9.) STEP 5: RECOMMENDATION & FINDINGSBased on comparison to best management practices, a final report will be provided via PowerPoint presentation, or a format that meets the Department needs. Findings are categorized in tailored areas identified in “Step 3” and compartmentalized by “strengths and challenges” distinct to the department and backed by quantitative data. Recommendations are provided by leveraging the department’s strengths to obtain achievable results. DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D DEPARTMENT STRATEGIC PLANNING 1. Project Kickoff2. Current State Assessment/Stakeholder Engagement3. Future State Development/Strategic Planning Retreat (one-day)4. Three-Year Strategic Plan Development5. Approval & Distribution STEP 1: PROJECT KICKOFF During the strategic planning development process, JGA will work with the department and key executive staff to solidify the project committee members, critical strategic planning components, desired outcomes, and associated deadlines. 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 department, including an external and internal review with key stakeholders, including community and department personnel. 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. STEP 3: FUTURE STATE DEVELOPMENT/STRATEGIC PLANNING RETREATJGA will facilitate a customized one-day Strategic Planning Retreat, where key leadership will come together to assess the department’s current and future state, align around a high-level strategic plan, and identify key initiatives that will support the department's strategic goals. The facilitation will build organizational and strategic alignment to ensure the development of a culture of collaboration, integrity, excellence, and respect that meets or exceeds the expectations of all team members. JGA will work with the department to develop the fundamental elements that define the Strategic Plan, which may include: Vision, Mission, Values, and Priorities. Finally, JGA will facilitate discussions to select and prioritize projects and programs in support of the Strategic Plan. The outcomes of the Strategic Planning Retreat will be consolidated into the final Strategic Plan. JGA believes in a comprehensive and inclusive approach to the Strategic Planning Process. Our methodology adheres to industry standards and incorporates best practices. We aim to develop a plan that is tailored to the unique characteristics, challenges, and needs of a department. This assessment focuses on evaluating the efficacy of a department's strategic planning process, examining its alignment with overarching City goals, responsiveness to emerging trends, and inclusivity in engaging stakeholders. The Strategic Planning Process will involve five steps: PAGE 12 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D PAG E 13 STEP 4: THREE YEAR - STRATEGIC PLAN DEVELOPMENTFollowing the Strategic Planning Retreat, JGA will develop a three-year Strategic Plan focusing on achieving the priorities as identified during the retreat. The three-year Strategic Plan will include a work plan component developed by JGA with department stakeholders. The work plan will serve as the tactical roadmap for the execution of goals identified in the strategic plan. Sample work plan STEP 5: APPROVAL & DISTRIBUTIONA final Strategic Plan will be assembled by JGA and routed to key department stakeholders for review, editing and ultimate approval. The plan will then be distributed to the organization, and JGA will make recommendations to determine the most effective way to educate the department regarding the final Strategic Plan and associated work plan and will include up to two department presentations of the final Strategic Plan. Separate presentations to City Council, City Boards/Commissions, or Community Groups are not included in this Scope and are available if desired by the City under a separate cost proposal. A fully customizable Portfolio- level view offers a high-impact visual across all activities. Drill-down into each program level for task and milestone level detail, represented graphically and in a table view. DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D STEP 2: OPEN SESSION WORKSHOP STEP 3: CLOSED SESSION FACILITATION Our team will conduct one-on-one interviews with the City Manager and each member of the City Council. The purpose of these one-hour conversations will be to build rapport and ensure we create a customized experience to meet their individual and collective interests. These sessions will focus on gathering the individual councimember’s priorities and process expectations. Following the one-on-one interviews, JGA will meet with the City Manager to discuss the feedback received from the interviews and how the feedback informs the design of the open session workshop and closed session facilitation. JGA will provide an open session workshop regarding the Council/Manager form of government and governance best practices to include the following topics:1. Building a highly effective team2. Role of cognitive diversity in team cohesion3. Roles and responsibilities in a municipal organization4. Vision, Mission, Goals, Objectives, and Values JGA will facilitate a workshop to create alignment around Council's vision and high-level goals, as they relate to performance excellence.Facilitators will create a safe and respectful environment for the Council to discuss the vision and goals for the organization as they tie to the City Manager’s performance. This component of the facilitation will be conducted in closed session under California Government Code section 54954.5 - Public Employee Performance Evaluation – City Manager. The purpose of the session will be to establish goals to enable the City Manager’s performance to be evaluated in the future, not during this session. The closed session environment will allow for candid and comprehensive discussion.The outcome of the facilitated session will include a revised vision and goals to guide the City Staff, enabling them to develop specific work plans aimed at achieving the newly established vision and goals. PAGE 14 CITY STRATEGIC PLANNING As City's navigate the complexities of governance, effective goal setting and work planning are paramount to achieving long-term success. JGA will guide local the City in articulating their vision, defining strategic priorities, and charting a clear path forward. By leveraging our proven methodologies and a collaborative approach we empower councils to make informed decisions, allocate resources efficiently, and effectively address the needs of their communities. COUNCIL GOAL SETTING STEP 1: ONE-ON-ONE INTERVIEWS WITH THE CITY MANAGER AND CITY COUNCIL DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D Marking the beginning of the Work Planning facilitation process, JGA will host a meeting for the relevant staff and stakeholders. This kickoff meeting will set the stage to ensure the team is aligned and ready to move forward with Work Plan development. STEP 2: WORKPLAN INPUT (FACILITATED SESSIONS WITH STAFF)JGA will collaborate closely with staff to develop work plan content that aligns with strategic goals. Through virtual working sessions with staff, JGA will define and document actionable tasks, milestones, realistic timelines, owners, budget sources, and any additional information to be included on the final work plan deliverable. WORK PLANNING Effective work planning plays a crucial role in successfully implementing strategic planning by translating strategic goals into tangible tasks, timelines, and resource allocations that drive desired outcomes. JGA is committed to guiding the City through the following steps, providing comprehensive support for work planning and strategic plan implementation. Our aim is to enable the City to effectively convert strategic goals into actionable tasks, allocate resources appropriately, and monitor progress toward achieving desired outcomes. STEP 1: KICKOFF MEETING STEP 3: WORK PLAN DRAFTING AND DELIVERYWith input collected from City staff, JGA will draft of the Work Plan document and associated graphical content. The deliverable is a comprehensive Work Plan document that includes roadmaps, tables, and other elements as required by the City. The Work Plan can be added to the Strategic Goals document, creating an integrated and comprehensive Strategic Plan, or can be used as a separate document. With the prioritized projects and allocated resources in mind, JGA will collaborate with your team to develop a comprehensive Work Plan Dashboard. This dashboard outlines the key tasks, phases, milestones, and timelines and can be used for ongoing tracking. The dashboard will be developed by JGA using a best-in-class portfolio management tool (i.e. Monday or Smartsheet). JGA will train member(s) of the Client team on ongoing updates and maintenance of the tool; a software license purchase may be required. STEP 4: WORK PLAN DASHBOARD DELIVERY PAG E 15 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D PAGE 16 A fully customizable Portfolio-level view offers a high-impact visual across all activities. Drill-down into each program level for task and milestone level detail, represented graphically and in a table view. Sample Strategic Work Plan DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D PAGE 17 YOUR TEAMSECTION B DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D JGA’s Team Video Link: Jacob Green and Associates - JGA - Your First Call JACOB GREEN, MPAPresident & CEOJacob is a nationally recognized local government expert in organization and leadership development. As an Assistant City Manager for the City of San Juan Capistrano and the City of Ontario, he has managed hundreds of employees and managed numerous government departments. As a trainer, keynote speaker, facilitator and coach, Jacob has worked with municipal clients, as well as commercial clients such as Mattel, FedEx, Hyundai Capital, ADP and many others. In 2019, Jacob distilled his personal and professional experiences into an Amazon Best-Selling book: “See Change Clearly: Leveraging Adversity to Sharpen Your Vision and Build Resilient Teams.” Jacob has received numerous awards for his leadership, including the National Caring Award, the Orange County Human Relations Award, 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. PAGE 18 NICOLE BEACHDirector of Strategic Initiatives // Senior FacilitatorNicole Beach is a Project Management and Strategic Portfolio leader who helps organizations realize value by tying strategy to execution. Her greatest strengths lie in supporting teams to achieve measurable and lasting outcomes through effective project delivery. Over the last 15 years, Nicole has led complex technology, organizational, and strategic projects including M&A integrations, ERP implementations, and process improvement initiatives. Most recently, Nicole oversaw Project Management Offices and Strategic Portfolio Management for Safebuilt, Citrix, and Sport Clips. Nicole is PMP and SAFe certified, a Lean Six Sigma Green Belt, and holds an MBA (Process Improvement Concentration) from Nova Southeastern University. DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D JOHN ANDREWSSenior FacilitatorJohn Andrews spent more than 37 years serving in various capacities with four different Southern California municipal agencies. From January 2009 to September 2020, he served as Director of Economic Development & Redevelopment for the City of Ontario, responsible for the oversight and implementation of Ontario’s Economic Development, Business Retention and Attraction, and Communications/Marketing programs. John spent most of his local government career with the Community Development Commission of the City of Pasadena. He also served as Director of Economic Development/Redevelopment for the City of Azusa, and Downtown Development Manager for the City of Riverside. John has represented two local agencies on Business Improvement District boards and participated in the development and implementation of comprehensive downtown revitalization strategies. He served as a member of the San Bernardino County Workforce Development Board and currently serves as an economic development advisor to the City of Ontario. John holds a Bachelor of Science Degree in Urban and Regional Planning from California State Polytechnic University, Pomona, and has completed graduate studies in Public Administration at California State University, Northridge. PAGE 19 NICOLE RAMETDirector of Professional Development & Coaching ServicesNicole 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. DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D PAGE 20 CHRIS NUNLEYSenior AdvisorChief Chris Nunley [ret] has dedicated nearly his entire life to public safety, initiating his law enforcement journey at the age of 14 as a Police Explorer. With a diverse background encompassing roles in Dispatch, Jail, Patrol, Detectives, Traffic, and Administration, Chris retired in September 2021 after five years as the Chief of Police for the Signal Hill, California Police Department. Post-retirement, he transitioned to the private sector, excelling as a project manager in government technology, overseeing the replacement of critical systems for a tier one agency. Leveraging his extensive expertise, Chris guides clients through change management processes, drawing on experience in employee training, budgeting, project management, information technology, human resources, collective bargaining, and grant management. His proficiency extends to public safety technology projects, including CAD and RMS system upgrades, camera implementations, mobile data terminal upgrades, network creation/upgrades, access control/CCTV, and cyber security breach response. A graduate of the Sherman Block Supervisory Leadership Institute and the California POST Command College, Chris holds a master's degree in public administration. Additionally, he has contributed to initiatives as a board member for the Los Angeles Interoperable Radio Communications System (LARICS) project and the Los Angeles Joint Regional Intelligence Center. JAMES MAKSHANOFFSenior Advisor With his extensive experience in municipal government spanning over three decades, James Makshanoff has proven to be highly skilled in effectively managing full-service cities. Throughout his career, James has successfully led the operations of several cities including Pomona, San Clemente, Azusa, Downey, and Covina. In these roles, he has been responsible for supervising large teams of up to 550 employees and managing budgets exceeding $300 million. His areas of oversight have encompassed not only the police and fire departments but also crucial utilities such as water, electrical, and sewage systems. James has developed a management style that focuses on empowering his staff to achieve success. As a graduate of the prestigious Bloomberg Harvard City Leadership Initiative, he possesses the necessary skills to tackle complex challenges and drive organizational growth. James is dedicated to improving outcomes and addressing quality-of-life issues within the communities he serves. Notably, James has a remarkable athletic background as an All-American and US National Team water polo player. He has achieved great success in this sport, winning international and national championships. Due to his exceptional performance in high-pressure situations, his teammates nicknamed him "Big Game James," a moniker that still resonates today. Throughout his athletic endeavors and professional career, James has come to understand the importance of teamwork, strategic planning, initiative, and skill development to achieve excellence. DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D JIM ROSSSenior FacilitatorJim has supported municipalities and public agencies for more than 40 years, specializing in public works and water departments. His experience includes managing staff of more than 400 people and capital improvement budgets of approximately $200 million. A few of his accomplishments include major projects in the City of Santa Ana, which included a new Corporation Yard, Police Administration and Detention Facility, and an Annex onto City Hall. Most recently Jim has focused his expertise on conducting organizational assessments and providing INTERIM executive public works services for local governments including clients from the cities of Fountain Valley, San Juan Capistrano, Encinitas, Newport Beach, Costa Mesa, Wildomar, Carson and The Imperial Irrigation District. JIM BIERY, MPA, MSCESenior FacilitatorJim spent his 40+ year career as a Public Works Exec and City Engineer for numerous Southern California agencies (Buena Park, Torrance, Monrovia, South Gate, and Signal Hill) and has spent the last five years as a consultant in the Private Sector. He has a Master’s from California State University, Long Beach – Master of Public Administration (MPA), another Master’s from California State University, Long Beach – Master of Science in Civil Engineering (MSCE), and a Bachelor’s from University of Southern California – Bachelor of Science in Civil Engineering (BSCE). He is a registered Civil Engineer and Traffic Engineer, State of California, and the winner of the James L. Martin Award from the League of California Cities, as the outstanding Public Works Professional in California. PAGE 21 CAPRICE ROBINSONFacilitatorCaprice Robinson is an accomplished Professional who has served over 20 years in the United States Air Force. She has experience in organizational leadership, training and development, program management, and operations management. Caprice is a multi-faceted leader who has held various strategic and operational roles within Air Force Healthcare facilities and Air Force Basic Military Training with emphasis on organizational and employee development and regulatory compliance. One of Caprice’s most notable projects was designing an action plan for the Air Force’s Basic Military Training command to allow the accession pipeline to remain open during a world-wide pandemic. Her efforts ensured the Air Force was able to continue to train new recruits safely and was highlighted as a best practice in preventing the spread of the Coronavirus by the Center of Disease Control. Caprice holds a Bachelor of Science degree in Healthcare Management and certifications in Human Resources and Diversity, Equity and Inclusion. DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D PAGE 22 LINDA MATTHEWS, MBASenior Facilitator // Onboarding CoachLinda 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. LISA BARTLETT, MBA Senior FacilitatorLisa Bartlett is a proven and skilled leader in both the private and public sector. For decades she has led teams, delivered results, and set the highest standards of excellence. She held executive positions in a technology company, project management firm and several law firms. During her tenure in the public sector, she was elected and served on the city council and most recently, as a County Supervisor on the Orange County Board of Supervisors, providing governance to the 6th largest county in the country. She has extensive expertise and experience in the areas of healthcare, transportation, technology, administration, public safety, infrastructure, coastline projects/issues and public-private partnerships (P3) and is driven to streamline delivery of projects and initiatives while improving organizational effectiveness. Lisa has served on several statewide boards including the California State Association of Counties (CSAC), serving as its President in 2020 and continues to serve on the California Transportation Commission (CTC), Technical Advisory Committee for Road Usage Charge. Lisa holds a Bachelor’s degree in Finance and an MBA from Pepperdine University. She is also a licensed real estate Broker. She is passionate about her community and is involved with several local non-profits. DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D VICKI KASADSenior FacilitatorVicki Kasad has served in local government for over 40 years across five Southern Californian cities, holding positions such as Director of Human Resources and City Clerk while going far beyond the call of duty through her leadership in multiple committees and serving as the Director for Region 6 City Clerks Association of California. Her attention to detail, expert managerial skills, and commitment to the community have garnered her several City Clerk of the Year awards. In addition, Vicki possesses her Bachelor of Science in Workforce Education and Development from Southern Illinois University and holds certifications in Human Resource Management, Master Municipal Clerk, Train the Trainer, and Professional Municipal Clerk from UCR. TONY E. COLETTA JR., MPA, CEM, MPM Senior FacilitatorTony Coletta 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, grant 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 23 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D SHANNON LEWISSenior FacilitatorShannon Lewis has over 29 years of experience serving as a public servant and leader. After many years as a Paramedic Captain, Shannon continued to refine his leadership skills in the Fire Service holding the positions of Deputy Fire Chief of Operations, Deputy Fire Chief of Administration, Emergency Manager, and Fire Marshal. During his tenure, he has strategically navigated large-scale emergencies, lead Emergency Operations Centers (EOC), oversaw fire department Standards of Cover assessments, and utilized lessons learned for EOC design and establishment. In addition to his firsthand knowledge, Shannon holds a BA in Emergency Management from Waldorf University and serves as an ICS 300 and 400 instructor. Shannon’s passion for project management, operations design, and his public safety expertise make him a valued member to JGA’s team and our partners. BRAD KAYLORSenior Facilitator Chief 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), DEA Task Force Officer and later DEA Group Supervisor. He promoted through the ranks and 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 24 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D MEGHAN MURRAYProject SpecialistMeghan Murray has over 20 years of experience in the Federal Government. She retired from the United States Air Force and has a background in Data Analytics, Operations Management, Program Management, Executive Administration, and Continuous Process Improvement. Meghan has directed multiple programs valued at $1 billion while managing risk, safety, and compliance. Additionally, Meghan holds a Master of Science degree with a specialty in Human Resource Management, bringing to the team 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, which led to the establishment of the latest branch of the military, the United States Space Force. Leveraging her extensive knowledge in team management, the team successfully transitioned over 300 subject matter experts to become the face of the Space Force. NICOLI HILSCHERSenior Project 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. Nicoli is a cross-functional leader 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. PAGE 25 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D PAGE 26 COST PROPOSAL SECTION C DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D JacobGreenAndAssociates.com PAGE 27 Description Cost 2-Day Training Class $250 / Session 1-Day Training Class $15,000$24,000 $12,600 Department Organizational Assessment Full-Day Teambuilding Retreat $36,000 AEM-Cube Team Dynamics Assessment $75 / Employee Coaching Services Work Planning $58,000 Travel Invoiced at Cost Materials Printed materials invoiced at cost. PROPOSAL COST Jacob Green and Associates (JGA) uses a fixed-fee costing approach, providing our clients with a transparent and predictable cost structure. Our goal is to provide high-quality services while maintaining cost certainty, ensuring that the City of San Luis Obispo receives exceptional value and achieves its objectives with a predictable financial framework. JGA will provide quotes for other services/trainings not listed above on an as-needed basis and as requested by City. Department Strategic Planning Council Goal Setting $30,400 $48,000 ExclusionsThe following program expenses are not included in consultant fees and are the responsibility of the City, if necessary. •Venue rental fees for event •Food and beverages for event $72,000 Six-month Leadership Academy (One Full-day session/Month) City Strategic Planning DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D FORMSSECTION D P AGE 28 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D -29- SECTION E: PROPOSAL SUBMITTAL FORM ‐ SAMPLE The undersigned declares that she or he: Has carefully examined [RFP 2402-001], 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 Contact Phone Signature of Authorized Representative Date %id 2402-001&iW\ Rf 6an /XiV 2biVSR 2232024 11 24 $0 S. 18 Jacob Green & Associates 13217 Jamboree Rd., #248 Tustin, CA 92782 Jacob Green 909.238.8536 X April 1, 2024 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D Great Park Insurance Services, Inc. 10 Corporate Park Suite 130 Irvine CA 92606 Jordan Meyer (949) 387-3242 (888) 370-4994 jordan.meyer@greatparkinsurance.com Jacob Green & Associates 13217 Jamboree Rd #248 Tustin CA 92782 Kinsale Insurance 38920 Berkshire Hathaway Homestate Companies 11014 CL2422203402 A Y PSM0039722206 08/09/2023 08/09/2024 2,000,000 250,000 5,000 2,000,000 4,000,000 4,000,000 Errors and Omissions 2,000,000 B Y 01APM036461-01 06/23/2023 06/23/2024 1,000,000 Certificate holder is named as additional insured per the attached endorsement. **Subject to Policy Terms, Limits, and Exclusions** CA 92564 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. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY City of Irvine c/o EXIGIS Risk Mgmt Services PO BOX 947 Murrieta 03/07/2024 City of Malibu 23825 Stuart Ranch Road Malibu, CA 90265-4861 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D 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-MAIL ADDRESS: 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. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT ER OTH- STATUTE PER LIMITS(MM/DD/YYYY) POLICY EXP (MM/DD/YYYY) POLICY EFF POLICY NUMBERTYPE OF INSURANCELTR INSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO- JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY 04/17/2023 Automatic Data Processing Insurance Agency, Inc. 1 Adp Boulevard Roseland NJ 07068 Automatic Data Processing Insurance Agency, Inc. 1-800-524-7024 Jacob Green and Associates Inc. DBA: JACOB GREEN AND ASSOCIATES INC. 13217 Jamboree Rd # 248 Tustin CA 927829158 Rated by Multiple Companies 2966964 A Y N 76WEGAS7GJL 05/24/2023 05/24/2024 1,000,000 1,000,000 1,000,000 Insured Locations: 8448 W Orbit Dr, Boise, ID 837097844; 13217 Jamboree Rd, Tustin, CA 92782; 255 W Alameda St, Tucson, AZ 857011303 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D -32- REFERENCES Number of years engaged in providing the services included within the scope of the specifications under the present business name: 3 years . 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 Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome Reference No. 2: Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome %id 2402-001&iW\ Rf 6an /XiV 2biVSR 2232024 11 24 $0 S. 19 City of Tustin Nicole Bernard, Acting City Manager/ Assistant City Manager JGA provide the City of Tustin executive coaching, leadership development training, goal setting, strategic planning, and work planning. JGA has worked with the City of Tustin starting in April 2023 and is currently working with the City on its work plan initiative. Contract value collectively: $314,400 City of Stockton Harry Black, City Manager 209.937.8212, harry.black@stocktonca.gov 425 N. El Dorado St. Stockton, CA 95202 JGA delivered comprehensive leadership development experiences the City of Stockton through our Summer Virtual Leadership Series and Fall Leadership Academies over two consecutive years, and commenced a new three year Leadership Academy Agreement (with two additional optional years) beginning in Fall 2023. Contract value collectively: $381,575 300 Centennial Way Tustin, CA 92780 714.573.3012, NBernard@tustinca.org DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D -33- Reference No. 3 Agency Name Contact Name Telephone & Email Street Address City, State, Zip Code Description of services provided including contract amount, when provided and project outcome %id 2402-001&iW\ Rf 6an /XiV 2biVSR 2232024 11 24 $0 S. 20 City of Placentia Damien R. Arrula, City Administrator 714.993.8117, darrula@placentia.org | 3401 E. Chapman Ave. Placentia, CA 92870 JGA delivered a highly effective five-month Professional Development Series, Coaching, Team Dynamics training, Goal Setting, multiple Teambuilding retreat, and leadership development training. Contract value collectively: $75,900 DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D 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: 941376CC-A489-4F28-BC77-5EBCAB104D2D 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, subcontractors, 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 CONSU LTANT. CONSULTANT agrees to monitor and review all such coverage and assumes all responsibility for ensuring DocuSign Envelope ID: 941376CC-A489-4F28-BC77-5EBCAB104D2D that such coverage is provided in conformity with the requirements of this section. CONSULTANT agrees that upon request, all agreements with consultants, subcontractors, 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. Contractor 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: 941376CC-A489-4F28-BC77-5EBCAB104D2D