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HomeMy WebLinkAbout08-16-2016 Item 07 Consultant Services Agreement with CityGate Associates Meeting Date: 8/16/2016 FROM: Deanna Cantrell, Police Chief SUBJECT: CONSULTANT SERVICES AGREEMENT WITH CITYGATE ASSOCIATES, LLC FOR COMPREHENSIVE SERVICES DELIVERY AND STAFFING REVIEW OF THE SAN LUIS OBISPO POLICE DEPARTMENT RECOMMENDATION Approve and authorize the City Manager to execute a Consultant Services Agreement with Citygate Associates, LLC (“Citygate”), in a form approved by the City Attorney, for a comprehensive services delivery and staffing review of the Police Department for $68,500. DISCUSSION Service Delivery and staffing review The San Luis Obispo Police Department (SLOPD) is requesting a comprehensive study to assess the efficiency and effectiveness of Police Department operations, to identify strengths and improvement opportunities relating to service delivery, organizational effectiveness and staffing as well as management. Department leadership has worked and will continue to work diligently to devise more efficient and effective operational methods. This assessment cannot be accomplished internally with existing staff resources and an outside consultant can provide an external perspective which is helpful in identifying opportunities to improve service. The study will help the department determine the appropriate level of staff to adequately and effectively respond to emergencies, investigate crime, provide other critical services, and to proactively reduce crime as critical services to residents and visitors to San Luis Obispo. The recent and future growth in San Luis Obispo further impacts service levels and needs to be evaluated. The Citygate proposal will provide the Department with a review of current and future delivery of services and recommendations for opportunities to implement and meet best practices and appropriate staffing levels. This work plan will include all facets of operations including 1) Field Services, 2) Crime Prevention, 3) Training, Investigations and Support Services including Fiscal, 4) Crime Prevention, 5) Training, 6) Policy and Procedures, 7) Public Relations, 8) Internal Affairs, 9) Professional Standards, 10) Communications / 9-1-1, and 11) other specialty services. Justification for Sole Source Contract It is recommended that Citygate complete the complex analysis of Police Department Services due to their expertise in this specific area and lack of city resources to otherwise perform the needed work. Additionally, Citygate has an extensive background working with numerous law 7 Packet Pg. 123 enforcement agencies throughout the country and has assembled a team that knows many details about the City and can provide technical expertise in recommending best practices and future staffing needs. It is recommended that the City negotiate directly with Citygate to perform the analysis. Citygate recently completed a San Luis Obispo City Fire Department study, which included a Standards of Response Coverage planning analysis to examine the levels of fire department services by occupancy type and land use classifications. The study assessed fire services to both California Polytechnic State University and the incorporated areas of San Luis Obispo. The study included fire station and staffing infrastructure triggers for additional resources, an analysis of headquarters and prevention systems, as well as order of magnitude costs and possible financing strategies. As part of the Fire Department study, Citygate recently completed a review of projected growth in the City’s current General Plan, an assessment of fire service funding sources and an SOC (Standard of Cover) update. Significant savings can be realized by sourcing this project to Citygate due to its in-depth knowledge of the city, future city growth and annexations, CAD structure from working with the Fire Department, and savings from other city departments for data research. A portion of the staffing and workload study that will be completed for the Police Department includes response times and future growth impacts both in the city and at Cal Poly. Having thorough knowledge of the City will save both time and money while conducting the recommended analysis. Direct contracting for consultant services is allowed with City Council approval per the City’s Financial Management Manual1 under these circumstances. Scope of Work The scope of work for such analysis would include: 1. Assess current sworn and professional (non-sworn) staff levels. Evaluate the adequacy of staffing levels for current workload and meeting the Police Department’s goals without curtailing service or requiring excessive overtime work. Citygate will consider existing schedules, time for training, professional development, legal mandates, time off, lost time from illness, injuries, and attrition. 2. Provide a structured and defensible methodology for Police Department staff to use in projecting future staffing needs. 3. Recommend staffing levels that will allow the Police Department to maintain or increase its current high levels of service, including: responding to all crimes and requests for service; maintaining robust crime prevention and community service programs; and maintaining youth services, investigation and forensic crime scene evidence collection, crime suppression, and other services currently offered by the Police Department. 4. Analyze the impact on staffing levels and calls for service resulting from current and future City plans for economic development and future annexations. 5. Wherever possible, use existing data for the analysis, such as the City’s General Plan and other published planning documents, crime statistics, payroll and overtime work records, and computer-aided dispatch data. The San Luis Obispo Police Department staff will help provide historical data from the agency’s computer systems and other City sources. 1 If it is determined that it is in the best interest of the City for services to be provided by a specific consultant-----with contract terms, workscope and compensation to be determined based on direct negotiations-----contract award will be made by the Council. Page 295-3 7 Packet Pg. 124 6. Use a compilation of community oriented policing, predictive policing, and data driven policing strategies. Assess efficiencies of calls for service. Assess community-policing efforts as an on-going strategy; leverage the performance and evaluative processes in place, verifying the current effectiveness and efficiencies of the agency. This includes evaluating and contrasting data to overlay response time standards, officer safety, and call prioritization. 7. Conduct interviews with stakeholders, including, City management and Police Department staff, to assess goals, expectations, and perceived workload levels. Public input is a critical component of this effort. Citygate will engage public input most notably through two meetings: one public meeting with the City’s Planning Commission and one public meeting with the City Council. These meetings will take place early in the process to ensure the opportunity to incorporate feedback relevant to this effort. The final work product will be a formal report and presentation to the City Council during a regular meeting with key policy questions and options clearly identified. FISCAL IMPACT Carryover funds of $68,500 from FY 2014-15 development review revenue will be used to fund this project because the need for the study is being driven by development activity. This funding is currently in the Police Department FY 2014-15 budget and there will be no additional fiscal impact. ALTERNATIVE 1. Do not approve the contract with Citygate and direct the Police Department to issue a request for proposal. This is not recommended due to Citygate’s recent work conducted reference SLO Fire and projected growth in the city, as well as experience performing similar services for the City. 2. Do not conduct an analysis of police-based emergency services in the City. Attachments: a - Citygate - San Luis Obispo Police Review Proposal (07-14-16) 7 Packet Pg. 125 7.a Packet Pg. 126 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Over the last 15 years, Citygate has performed over 280 public safety studies. July 14, 2016 Ms. Deanna Cantrell Police Chief City of San Luis Obispo 1042 Walnut Street San Luis Obispo, CA 93401 dcantrell@slocity.org RE: PROPOSAL TO PERFORM A COMPREHENSIVE SERVICES DELIVERY AND STAFFING REVIEW OF THE SAN LUIS OBISPO POLICE DEPARTMENT Dear Chief Cantrell: Citygate Associates, LLC is pleased to present our proposal to the City of San Luis Obispo’s Police Department to perform a Comprehensive Services Delivery and Staffing Review. This introductory letter explains why Citygate is exceptionally qualified to perform this engagement. First, Citygate has an extensive background in public safety field services deployment, support services staffing assessments, and financial analysis and strategies. Over the last 15 years, Citygate has performed over 280 public safety studies. Within recent years, we have completed significant law enforcement reviews for the cities of Santa Monica, CA; Rancho Cucamonga, CA; Brea, CA; Glendale, AZ; Goodyear, AZ; Maricopa, AZ; and Provo, UT. We are also completing comprehensive services delivery and staffing reviews for the Monterey County Sheriff’s Office and the Eloy, AZ Police Department. Second, Citygate has an extensive consulting history with San Luis Obispo. We performed a fire services deployment study and master plan in 2009 and recently completed a fire services master plan update which was very well received. As such, we are familiar with projected development in planned growth areas of the City. We have also assisted the City’s Community Development Department on several engagements, including an organizational assessment in 2013, implementation assistance in 2014, and customer service consulting for the Building and Safety Division in 2015. Our familiarity with San Luis Obispo’s planning and growth aspects relative to 7.a Packet Pg. 127 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Chief Cantrell July 14, 2016 Page 2 sphere of influence and annexation potentials provides us with unique insight and experience that will enhance the depth of this study while reducing the cost. We look forward to the opportunity to partner with the City once again on this important assessment of police service delivery and staffing, especially with the City’s plans for economic development and future annexations that will impact police services. Third, Citygate’s proposed Project Team includes Chief Sam Spiegel, who recently retired from a distinguished career in law enforcement, not only as a Police Chief, but as an Assistant City Manager and City Manager. Through this professional experience, Chief Spiegel understands what it is like to sit in both of the chairs as a City Manager and a Police Chief, and therefore intuitively relates to the potential challenges and available synergies between these two roles. He has extensive experience in fast growth development and associated public safety impacts of annexations and spheres of influence. Chief Spiegel will serve as Citygate’s Project Director on this engagement. James Lewis, the recently retired Undersheriff for Sacramento County, will serve as Citygate’s Project Manager. After serving for over 30 years in law enforcement, James has a wide range of experience in virtually every function of law enforcement. James was responsible for day-to-day operation of a staff of approximately 2,100 employees, 1,390 of which were sworn, serving a population of 1.2 million citizens in a jurisdiction covering more than 700 square miles. Jay Corey, a Principal with Citygate, has been with the firm for 13 years and will serve as a member of Citygate’s Project Team. He has served at the senior executive level in city manager’s offices for over 30 years. Mr. Corey has been highly involved in performance management and performance measurement, budgeting, scheduling, workload balancing, costing, contracting out, and strategic financial planning. Comm Center Solutions, including Lynn Freeman and Danita Crombach, will join our team with public safety communications expertise. Comm Center Solutions’ experience includes personnel issues, operations, staffing, investigations, incident reconstruction, quality assurance, Next Generation 9-1-1, and project management. Comm Center Solutions offers balanced, insightful, and tested solutions for 9-1-1 challenges. With over 70 years of combined service in dispatch centers, Comm Center Solutions’ experience is unmatched. Chief Stewart Gary, Citygate’s Public Safety Principal, will also join the team. He will serve as the local knowledge and experience connection to help leverage the information gained in the recently completed Fire Master Plan about southern City area growth and Cal Poly Master Plan needs to both accelerate and provide cost savings to the police services study. As the City will learn from our references, Citygate has an outstanding track record with our clients. We strongly encourage the City to call our key project references—they are golden. As the County of San Diego former CAO stated: “We work with consultants, obviously, all the time, 7.a Packet Pg. 128 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Chief Cantrell July 14, 2016 Page 3 Citygate is supremely positioned to offer you an independent, objective, third-party analysis that will be thorough, incisive, even-handed, and fair. but the work that Citygate did on this report is some of the best I’ve seen in my tenure here.” (Watch the video clip at this link: www.citygateassociates.com/sdcountyvideo) This is not an isolated comment by one client, rather it is the rule. Time after time our clients say at the end of public presentations, “this was the best report/study we have ever received and now we finally understand the issues and choices…” As you will see while reviewing Citygate’s proposal, our firm is supremely positioned to offer you an independent, objective, third-party analysis that will be thorough, incisive, even-handed, and fair. The City of San Luis Obispo will receive recommendations in our Final Report that will promote a spirit of continuous improvement, geared to help your Police Department and City adapt to the ever-changing conditions and expectations of local law enforcement. * * * As President of the firm, I am authorized to execute a binding contract on behalf of Citygate Associates, LLC. Please feel free to contact me at our headquarters office, located in Folsom, California at (916) 458-5100, extension 101 or via e-mail at dderoos@citygateassociates.com if you wish further information. Sincerely, David C. DeRoos, MPA, CMC President cc: Project Team 7.a Packet Pg. 129 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Table of Contents page i TABLE OF CONTENTS Section Page Cover Letter ...................................................................................... Precedes Table of Contents Section 1—Work Plan and Scope of Work .................................................................................1 1.1 Overview of Project ............................................................................................ 1 1.2 Scope of Work .................................................................................................... 1 1.3 Staffing Analysis Methodology .......................................................................... 2 1.4 Work Plan Task Sequence .................................................................................. 3 1.5 Final Report Components ................................................................................... 9 1.6 Study Components With Which the Police Department Must Assist .............. 10 1.7 Project Schedule ............................................................................................... 10 1.8 Sample Presentation Graphics .......................................................................... 11 Section 2—Citygate Organization and Project Team ..............................................................14 2.1 Citygate’s Project Team ................................................................................... 14 2.2 Necessary Project Team Skills ......................................................................... 14 2.3 Project Team / Project Roles ............................................................................ 15 2.4 Project Team Organization Chart ..................................................................... 20 Section 3—Summary of Related Experience .............................................................................22 3.1 Citygate Associates Project Experience ........................................................... 22 3.2 Project Descriptions ......................................................................................... 22 3.3 Client References ............................................................................................. 27 3.4 Citygate’s Distinguishing Characteristics in the Marketplace ......................... 28 Section 4—Pricing Proposal........................................................................................................29 4.1 Project Cost/Billing .......................................................................................... 29 4.1.1 Overall Project Cost ............................................................................... 29 7.a Packet Pg. 130 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Table of Contents page ii 4.2 Citygate Cost and Billing Terms ...................................................................... 29 4.3 Standard Hourly Billing Rates ......................................................................... 30 Appendices Appendix A Code of Ethics Appendix B Project Team Resumes Sam Spiegel, MSM ..................................................................................................1 James Lewis .............................................................................................................6 Jay Corey, MPA .......................................................................................................7 Lynn Freeman, MA, ENP ......................................................................................10 Danita Crombach, ENP ..........................................................................................12 Eric Lind, MA ........................................................................................................16 David DeRoos, MPA, CMC ..................................................................................20 Stewart Gary, MPA ................................................................................................22 7.a Packet Pg. 131 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 1 SECTION 1—WORK PLAN AND SCOPE OF WORK 1.1 OVERVIEW OF PROJECT Citygate Associates, LLC’s Work Plan to provide a Comprehensive Services Delivery and Staffing Review of the San Luis Obispo Police Department is presented in this section. Our Work Plan is designed to help determine how to best staff the Police Department to meet its mission. A performance review of the current delivery of services and recommendations of alternatives needed to meet current best practices is essential in determining the appropriate staffing levels. As such, our Work Plan addresses all facets of field, command, and support operations, including, but not limited to: Field Services Division, including Patrol and Investigations; and the Support Services Division, including Fiscal, Crime Prevention, Training, Policy and Procedures, Public Relations, Internal Affairs, Professional Standards, Communications / 9-1-1, and other specialty services. Animal Control has been excluded from this study. 1.2 SCOPE OF WORK Citygate’s review of the Police Department will:  Assess current sworn and professional (non-sworn) staff levels. We will evaluate the adequacy of staffing levels for current workload and meeting the Police Department’s goals without curtailing service or requiring excessive overtime work. We will consider existing schedules, time for training, professional development, legal mandates, time off, illness, injuries, and attrition.  Provide a structured and defensible methodology for Police Department’s staff to use in projecting future staffing needs.  Recommend staffing levels that will allow the Police Department to maintain or increase its current high levels of service, including: responding to all crimes and requests for service; maintaining robust crime prevention and community service programs; and maintaining youth services, investigation and forensic crime scene evidence collection, crime suppression, and other services currently offered by the Police Department.  Analyze the impact on staffing levels and calls for service resulting from current and future City plans for economic development and future annexations.  Wherever possible, use existing data for the analysis, such as the City’s General Plan and other published planning documents, crime statistics, payroll and overtime work records, and computer-aided dispatch data. Police Department 7.a Packet Pg. 132 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 2 staff will help provide historical data from the agency’s computer systems and other City sources.  Use a compilation of community oriented policing, predictive policing, and data- driven policing strategies. We will assess efficiencies of calls for service. We will assess community-policing efforts as an on-going strategy; we will leverage the performance and evaluative processes in place, verifying the current effectiveness and efficiencies of the agency. This includes evaluating and contrasting data to overlay response time standards, officer safety, and call prioritization.  Conduct interviews with stakeholders, including, City management and Police Department staff, to assess goals, expectations, and perceived workload levels. 1.3 STAFFING ANALYSIS METHODOLOGY Staffing ratios in the form of officers or employees per 1,000 population and response times have been the traditional guide for determining staffing levels. And although these indicators are still widely used and have some value, they have been touted for decades as the appropriate measures of “law enforcement performance.” By today’s standards in many aspects of the United States, they are no longer recognized as the best means for measuring law enforcement outcomes. There is a growing recognition that many of these measurements have not accurately reflected the benefits that should be realized as a consequence of good policing. This is because such measures capture only a small portion of the value that law enforcement can provide, and minimally capture their accomplishments. Current thinking about police staffing and performance reflects a move away from a more dominant focus on inputs and toward measuring the achievement of desired outcomes. It also reflects a greater interest in measuring overall organizational effectiveness, rather than merel y citing various efficiencies that are often used as a poor substitute for the results or outcomes the public expects and deserves. To be clear, this should not become an argument in favor of simply discarding or ignoring these more traditional measures. Such measures can be of value in comparing certain aspects of organizations, evaluating various types of cost and performance efficiencies, and assessing trends. However, many of those traditional measures are not the most reliable or accurate for capturing or evaluating results and effectiveness (which we define as something that is desired and actually accomplished as a direct result of our activities and inputs). Better and more refined measures can and should be adopted in the future, but those will likely be of minimal value unless known resource needs (personnel, support, and technology) and gaps are addressed first. And that is what this comprehensive services delivery and staffing review can help provide for the San Luis Obispo Police Department. 7.a Packet Pg. 133 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 3 1.4 WORK PLAN TASK SEQUENCE Our Work Plan for the comprehensive services delivery and staffing review of the Police Department is comprised of six (6) tasks. We intend to review our Work Plan and schedule with the City / Police Department project team prior to beginning work. After obtaining additional input, we will finalize our Work Plan and the accompanying schedule. Citygate’s Work Plan has been developed consistent with our Project Team members’ experience in law enforcement management. Task 1: Initiate and Manage the Project Subtasks  Develop detailed Work Plan schedule for the project.  We will develop a detailed integrated work schedule and final project timeline. These tools will assist both the consultants and Police Department staff to monitor the progress of the study.  Conduct conference call with Police Department staff representatives to initiate study.  A key to a successful consulting engagement is a mutual understanding of the project’s scope and objectives. The senior members of our team will meet with Police Department and City representatives to correlate our understandings of the study’s scope, and ensure that our Work Plan and project schedule are mutually agreeable.  Obtain and review City / Police Department documentation.  We will develop and submit a list of all documents relevant to this project, including the City’s General Plan, growth forecasts, any appropriate prior studies, Police Department documentation including (as available) dispatch data, fleet inventory, facility condition assessments, current personnel, equipment, other operating costs, and a myriad of other information. We will prepare a custom list of needed documents for the study and establish Dropbox folders for the Police Department to securely and easily transfer all electronic files. This preliminary step in the engagement ensures that our time on site is used effectively and efficiently. 7.a Packet Pg. 134 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 4  This may require San Luis Obispo’s IT Department to give the team members the ability to accept and install Dropbox. To assure timely response to the document requests and establish a shared repository for those, our experience has proven Dropbox a secure, simple means to accomplish this.  Interview City of San Luis Obispo leadership.  To enhance our understanding of the issues at stake in this project, we will interview via teleconference, as appropriate and directed, members of the City Council, the City Manager, and members of City staff who frequently interact with or have an interdependent relationship with the Police Department.  Interview Police Department staff.  To enhance our understanding of the issues at stake in this project, we will interview via teleconference, as appropriate and directed, the members of the Police Department, including, but not limited to, the Chief of Police, Command staff, and supervisor.  This usually entails the sworn manager levels of the organization (or civilian managers), and in some cases, supervisory personnel. Meetings There will be two teleconference meetings during this task to kick-off the project, establish relationships, conduct stakeholder interviews, and set the information gathering into agreement and motion. Task 2: Law Enforcement Services Delivery System Review Subtasks  Conduct a complete deployment review to analyze staffing needs and service demands.  We will begin our deployment review with an assessment of community risks and vulnerabilities, including infrastructure, demographics, gang and crime activity, regional anomalies, and public venues (including entertainment). Our vulnerabilities assessment will also include an assessment of the adequacy of Police Department technology. 7.a Packet Pg. 135 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 5  We will collect and analyze patrol data over a period of time to document calls for service, response time, and self-initiated activity by beat, shift, and day of the week.  This review will consider prior incident response statistics to measure the effectiveness to desired goals, response time criteria, and call prioritization relative to the current deployment plan.  Identify appropriate Departmental levels of officer availability.  Based on the above data, we will develop a graphical representation of the officer availability by time of day and day of week. The amount of available patrol time generally used by officers for directed patrol, special projects, and community involvement varies from agency to agency. The Project Team will examine the nexus between officer availability and the Department’s Values, Vision, Mission, Goals, and industry best practices.  Perform data analysis.  Given our lengthy conversations with the City about the data availability for this project, Citygate will rely on the San Luis Obispo Police Department to provide a series of reports and data outputs.  We know how to assess the accuracy and reliability of data, how to determine relevancy of data in correlation to decision making processes, how to best convert insights into actionable content for varying analysis, and how to structure actionable content for optimal usability without additional workload for the client.  (Optional) Conduct employee survey.1  As an option for the Department to consider, Citygate will conduct an on- line likert-scale survey of sworn Department members, professional staff, and volunteers on their attitudes concerning issues including, but not limited to, work load, scheduling, morale, reputation of the Department; attitudes towards the philosophy of Community Policing and Problem Solving, and other items deemed appropriate for this study. 1 The employee survey will be internet-based. The City will be responsible for photocopying, distribution, and any other charges relating to hard copy versions of the survey, should that be needed. We assume that the survey will be created and launched in English only. If the City desires the survey to be available in other languages, the extra time necessary to build the additional surveys would be an additional cost. 7.a Packet Pg. 136 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 6  (Optional) Conduct resident survey.2  As an option for the Department to consider, Citygate will conduct a resident survey to provide us with perspectives from the residents and businesses in the community. Through this survey we will gain an understanding about what services are priorities to the public, what services are meeting expectations, and if there are any gaps between citizen expectations and the delivery of services. The survey will be developed in coordination with the City. Meetings There will be no meetings in this task. Task 3: In-Depth Review of Department Functions and Staffing Subtasks  Perform in-depth review of Police Department.  We will further review agency documents to examine current resource utilization; schedules and attendance records; staff retention; and productivity and performance measures of major units. Our previous data analysis will be contrasted to deployment strategies and work schedules, as described in this task.  We will conduct interviews with the following personnel: Command staff; Officers in Charge (OICs) of the Patrol and Investigations Divisions, Training, Administrative Services, Professional Standards, City 9-1-1 / Center, and Field Services; and selected department managers and City Human Resources staff.  Citygate will conduct additional interviews as determined in the kick-off phone meeting with the Police Department and City representatives. 2 The resident survey is limited to 200 respondents. The resident survey will be internet-based and Citygate assumes the City will pay for any necessary postage, photocopying, or data entry. We would require the assistance of the City in providing email addresses (if possible) and developing and mailing invitation letters/postcards and other survey-related materials that may be necessary to encourage survey participation. We assume that the survey will be created and launched in English only. If the City desires the survey to be available in other languages, the extra time necessary to build the additional surveys would be an additional cost. 7.a Packet Pg. 137 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 7  We will review the communication flow within the Department, the current organizational structure, the span of control, unity of command, and decision-making authority of the ranks in the Police Department.  We will review best practices regarding Community-Oriented Policing and Problem Solving (COPPS), Intelligence-Led Policing, and Data- Driven Policing to provide options for the best fit for the City of San Luis Obispo.  Analyze the impact on staffing levels and calls for service resulting from current and future City plans for economic development and future annexations.  At a high level, we will assess whether efficiencies can be realized through schedule changes.  Once the Police Department review is completed, Citygate will integrate the data analysis, Police Department goals, and deployment strategies to build integrated findings, recommendations, and implementation strategies. Meetings There will be one two-day on-site trip in this task to conduct the interviews for the command staff functions review. Task 4: Conduct a Mid-Project Review Subtasks  Conduct mid-project teleconference review with the City Manager, Chief of Police, and executive staff.  We have found it productive, upon the completion of the initial service delivery and in-depth Department review work, to conduct a mid-project review before writing the Draft Report. The purpose of this review is to meet with the client and principal staff to review the conclusions and tentative recommendations of the study. This will also be an opportunity for the Police Department and consultants to perform fact-checks and make any mid-course corrections before additional work occurs.  The Citygate team will brief the City’s leadership team via teleconference regarding our working opinions using PowerPoint and incident statistics. Examples of the exhibits we provide are found in Section 1.8. 7.a Packet Pg. 138 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 8 Meetings There will be a teleconference to review the overall project’s initial findings and recommendations, and fact-check the data on which the findings are developed. Citygate will utilize a short PowerPoint presentation to discuss the highlights of the study to date. Task 5: Forecast Resource Needs; Conduct Final Service Deli very Models and Prepare Draft Reports Subtasks  The entire Citygate team will prepare a comprehensive long-range Services Delivery and Staffing Draft Report. In the this Draft Report we will:  Summarize the strengths of the Police Department and opportunities for improvement.  Present a review of how our approach and analyses were conducted.  Describe major findings by work unit service delivery area.  Present an explanation of improvements we identified and our integrated recommendations for their resolution in order to improve operations.  Describe a methodology for monitoring implementation status.  Upon completion of the Services Delivery and Staffing Draft Report, an electronic version in MS-Word will be sent to the City’s / Police Department’s project manager for comments using the “track changes” and “insert comments” tools in MS-Word. Our normal practice is to review a draft of our report with management personnel to ensure that the factual basis for our recommendations is correct and to allow time for a thorough review. In addition, we take time to discuss any areas that require further clarification or amplification. It is during this time that understandings beyond the written text can be communicated. Meetings We will schedule a teleconference meeting with Police Department leadership to discuss and fact-check the Services Delivery and Staffing Draft Report, answer any questions, and agree on elements for the Final Report. 7.a Packet Pg. 139 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 9 Task 6: Prepare and Deliver the Final Report with Executive Summary and Recommendations Subtasks  The process of Final Report preparation is an important one. Implicit in this process is the need for a sound understanding of how our review was conducted, what issues were identified, why our recommendations were made, and how implementation should be accomplished.  Prepare Final Report and oral presentation.  Based on the results of our Draft Report review process, we will then prepare a Final Report to the City Manager and Chief of Police. We also will make an oral presentation using a PowerPoint presentation to the Police Department leadership team and/or the City Council as directed. Meetings There will be one on-site meeting to make an oral presentation of the Final Report to the City Council or a group of the City Manager’s choosing. 1.5 FINAL REPORT COMPONENTS Citygate’s Comprehensive Services Delivery and Staffing Final Report will include: 1. An analysis of the efficiency of the current deployment scheme of resources and station locations. 2. An analysis of the Department’s ability to meet the listed standards. 3. If required, recommendations for changes in deployment methods to meet the current needs of the work units and to optimize service delivery. 4. A comprehensive analysis of current Police Department services and staffing in Field Services Division, including Patrol and Investigations; and the Support Services Division, including Fiscal, Crime Prevention, Training, Policy and Procedures, Public Relations, Internal Affairs, Professional Standards, Communications / 9-1-1, and other specialty services. 5. The analysis will be combined with a forecast of future demands into a multi-year staffing and services plan for the Police Department. 6. Provision of supporting data and rationale for all recommendations. 7.a Packet Pg. 140 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 10 7. Provision of supporting statistics and other visual data to fully illustrate the current situation and consultant recommendations. This information shall be provided in both hard copy format and computerized format with accompanying Microsoft PowerPoint presentation. 1.6 STUDY COMPONENTS WITH WHICH THE POLICE DEPARTMENT MUST ASSIST The Police Department is in the best position to provide most, if not all, of the internal data needed to complete the scope of work required for this project. Therefore, Citygate anticipates that the Police Department will assist with this project by:  Providing electronic incident response data in a format requested by Citygate . This will include response reporting from the CAD system, along with caseload information from the RMS system.  Providing a series of reports and data outputs.  Identifying and making initial contact with community members that Citygate will interview in Task 3.  Via a document request questionnaire issued by Citygate, submitting existing Police Department documents describing organization, services, budgets, expenses, and performance measures, if any.  Providing other Police Department data timely as requested by Citygate.  For the optional employee and resident surveys, providing email addresses and mailing invitation letters/postcards and other survey-related materials that may be necessary to encourage survey participation (for resident survey). 1.7 PROJECT SCHEDULE Citygate anticipates this project will span four to five months. Citygate is available to start the project in September, upon the award of a contract. A sample project schedule is shown below: Work Plan Timeline Task Month 1 Month 2 Month 3 Month 4 Month 5 1: Initiate and Manage Project 2: Delivery System Review 3: In-Depth Agency Review 4: Mid-Point Project Briefing 5: Forecasting and Draft Report 6: Prepare and Deliver Final Report On-site meeting 7.a Packet Pg. 141 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 11 1.8 SAMPLE PRESENTATION GRAPHICS The following are several exhibits that illustrate the type of charts we offer in our reports. Figure 1—Percentage of P1 and P2 Calls Responded to in 5 Minutes or Less (2011-2015) Figure 2—Percentage of P3 Calls Responded to in 15 Minutes or Less (2011-2015) 62.9% 72.4%74.2%77.2%74.3% 46.7% 56.9%57.9%56.9%54.6% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 2011 2012 2013 2014 2015 Response Time Trend -Priority 1 and 2 Priority 1 Priority 2 77.3%76.5% 78.3% 88.4%88.0% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% 2011 2012 2013 2014 2015 Response Time Trend -Priority 3 Priority 3 7.a Packet Pg. 142 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 12 Figure 3—Violent Crime Trend (2005-2015) Figure 4—Response Time – Priority 1 and 2 Calls for Service 21 24 18 18 21 13 22 11 16 21 13 85 74 54 66 54 46 44 52 49 112 103 393 466 554 588 420 385 430 413 335 350 342 912 979 905 660 655 520 591 666 530 439 524 - 200 400 600 800 1,000 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Violent Crime Trend Homicide Rape Robbery Agg. Assault 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 Re s p o n s e T i m e i n M i n u t e s Hour of Day Response Time - Priority 1 and 2 Calls for Service 7.a Packet Pg. 143 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 1—Work Plan and Scope of Work page 13 Figure 5—Gateway Patrol Division – Calls for Service (July 1, 2014 – June 30, 2015) Hour Mon Tue Wed Thu Fri Sat Sun Total 00 429 393 444 509 499 642 701 3,617 01 359 349 402 465 459 652 635 3,321 02 297 321 348 341 395 510 527 2,739 03 247 245 259 251 257 374 383 2,016 04 198 169 142 149 158 224 268 1,308 05 180 143 124 164 141 167 169 1,088 06 257 304 282 260 217 191 170 1,681 07 489 572 538 473 403 275 269 3,019 08 636 657 676 581 472 374 314 3,710 09 652 763 729 652 525 484 435 4,240 10 621 632 583 565 513 427 447 3,788 11 587 596 569 546 541 450 426 3,715 12 598 699 711 598 566 442 465 4,079 13 623 698 714 660 554 457 456 4,162 14 719 736 844 725 649 596 529 4,798 15 739 782 761 731 707 514 520 4,754 16 650 734 680 622 628 509 522 4,345 17 562 637 615 576 611 535 563 4,099 18 602 635 663 591 651 497 536 4,175 19 510 606 562 571 593 575 599 4,016 20 526 537 534 565 598 642 557 3,959 21 494 537 543 552 619 648 543 3,936 22 494 587 559 575 691 814 558 4,278 23 425 481 521 522 674 777 475 3,875 Total 11,894 12,813 12,803 12,244 12,121 11,776 11,067 84,718 7.a Packet Pg. 144 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 2—Citygate Organization and Project Team page 14 SECTION 2—CITYGATE ORGANIZATION AND PROJECT TEAM 2.1 CITYGATE’S PROJECT TEAM Citygate’s capabilities for this service can be simply stated: the experience and talents of our Project Team members! We know that successful results come from Citygate’s agility to handle, as necessary, six critical roles in cooperation with the Department team: (1) champion; (2) stakeholder listener; (3) subject matter trainer/expert; (4) meeting facilitator; (5) coach and content expert; and (6) final strategist/advisor. Citygate’s team members, in their agency and consulting careers, have successfully walked the talk on public safety review efforts by focusing on the inclusion of culture and communication with rigorous analytic methods to build a business case that elected officials and agency employees can both understand. The Citygate team has a multi-disciplinary approach that includes the full range of skills required to execute this challenging project. The diverse group of specialists comprising Citygate’s proposed Project Team (described below) has worked on prior projects to integrate their respective expertise into comprehensive, compelling, and creative strategies to accomplish an agency’s objectives. 2.2 NECESSARY PROJECT TEAM SKILLS Citygate’s team members possess the skills necessary to successfully complete this project, including:  Law enforcement deployment principles and practices  Law enforcement staffing  Law enforcement command and organizational structure  Law enforcement performance measurement  Law enforcement investigations, special operations, and community risk reduction  Dispatch, communications, and 9-1-1 experience  Operating and capital budgeting  City management and cost of services analysis  Fleet management 7.a Packet Pg. 145 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 2—Citygate Organization and Project Team page 15  Public safety technology  Safety and training  Professional standards, compliance, and auditing  Land use planning  Strategic, master, and business planning. 2.3 PROJECT TEAM / PROJECT ROLES The qualifications of the Project Team are critical, as it is the expertise and the capabilities of the consultants involved in the project that ultimately determine the success of the project. We have carefully assembled the team members to provide the knowledge, depth, judgment, and sensitivity required to perform this engagement. Please note that the role of each team member is described in italics at the end of his biographical paragraph. Full resumes for each consultant are presented in Appendix B. Primary members of our Project Team include the following experienced consultants: Chief Sam L. Spiegel, MSM, Law Enforcement Services Senior Specialist and Project Director Sam Spiegel retired as Chief of Police and Director of Emergency Services for the City of Folsom, California in November of 2010. He served in that capacity for over nine and a half years. During his tenure as Chief, he also served as the interim City Manager / Assistant City Manager. A 39-year veteran in law enforcement, he is recognized as a successful leader and problem solver with strong organizational and leadership development skills. He has proven experience working with community groups, labor unions, departments, developers, elected boards, and both state and federal legislators. Throughout his tenure in law enforcement, he performed a myriad of assignments, and is a recognized subject matter expert on Pursuit Policy, Emergency / Critical Incident Management and 9-1-1 / Next Generation technologies. He has instructed and assisted in the development of many training programs that included Employee and Leadership Development, Continuous Improvement Teams, Interest Based Negotiating, Pursuit Policy Guidelines, Internal Affairs Investigations, High Risk Stops, Role of the Executive Assistant to the Chief, and Crime Prevention Through Environmental Design. He has worked extensively on Economic Development, Business Retention, and Planning issues in fast-paced developing communities. He has not only overseen, but been actively engaged in all aspects of law enforcement, including animal control, communications, and records management. He has also provided focused leadership on inter-department collaborations during his interim City Manager tenure. 7.a Packet Pg. 146 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 2—Citygate Organization and Project Team page 16 As an accomplished and visionary police executive, he created the Police Service Delivery Plan model and has authored two of these for the City of Folsom. His insight into staffing and organizational analysis produced the plan that guided a seven-year growth of an agency whose community growth had outpaced the staffing growth of the police department. Appointed by the last three California Attorneys General, Chief Spiegel has served ten years on the California Law Enforcement Telecommunications Advisory Committee (CLETS), serving the last three years as the committee Chair. He has ten years service to the Governor’s Office of Emergency Services, 9-1-1 Advisory Committee, a gubernatorial appointment. He currently provides law enforcement consulting services in many areas, including Organizational and Operational Analysis, Futures – Next Generation Technologies, Continuous Improvement, Leadership Development, Critical Incident / Disaster Planning, Systems Analysis, and Advocacy Navigation. He was the Project Manager for Citygate’s police department review for the City of Glendale, AZ and is currently directing Citygate’s reviews for the City of Eloy, AZ Police Department and Monterey County Sheriff’s Office. Chief Spiegel will serve as the Project Director for this engagement. He will be a primary team interviewer and, in addition to his extensive law enforcement experience, will provide annexation and development impact experience to the team. Undersheriff James E. Lewis, Law Enforcement Services Specialist and Project Manager Undersheriff James (Jamie) Lewis was hired by the Sacramento County Sheriff’s Department in April 1985. Serving more than 30 years with Sacramento County, James has held assignments in virtually every division of the Department, including commands in air operations, patrol, and security services. Currently serving as the Undersheriff, James is responsible for day- to-day operation of a staff of approximately 2,100 employees, 1,390 of which are sworn, serving a population of 1.2 million citizens in a jurisdiction covering more than 700 square miles. James’ expertise spans the myriad of law enforcement functions with an emphasis on corrections, public relations, and patrol operations. James has a Bachelor’s degree in Law Enforcement Management, and is a graduate of the LAPD West Point Leadership program. Undersheriff Lewis is responsible for day-to-day management of the project, including direction of project personnel, detailed planning and scheduling of tasks, preparation of work products, direct participation in key activities and meetings as the key interface with the client, delegation of activities to project consultants, and synthesis of the study data into a meaningful and useful study report. 7.a Packet Pg. 147 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 2—Citygate Organization and Project Team page 17 Jay Corey, MPA, Citygate Principal Mr. Corey is a Principal with Citygate Associates, and has been with the firm for 13 years. Since joining Citygate, he has conducted numerous significant operational and performance audits. Prior to his work with Citygate, he served at the senior executive level in city manager’s offices for over 30 years. Mr. Corey has been highly involved in performance management and performance measurement, budgeting, scheduling, workload balancing, costing, contracting out, coordination with developers, and delivery of complex development projects. Mr. Corey specializes in strategic financial planning and interdepartmental coordination. Mr. Corey holds a Master’s degree in public administration (MPA) from the University of Southern California. He received his undergraduate education from the University of California, Davis, with a Bachelor’s degree in political science. Mr. Corey will perform analysis as needed and co-author reports. Comm Center Solutions, Public Safety Communications Specialists Recognizing a void in public safety 9-1-1 professional consultants and specialists, Comm Center Solutions was formed by Danita Crombach and Lynn Freeman as an all-inclusive consulting agency to address any and all issues in public safety communications centers. Specializing in providing public safety agencies with an array of services to meet the increasing challenges in today’s public safety communications, Comm Center Solutions’ expertise includes personnel issues, operations, staffing, investigations, incident reconstruction, quality assurance, Next Generation 9-1-1 and project management. Comm Center Solutions offers balanced, insightful, and tested solutions for 9-1-1 challenges. With over 70 years of combined service in dispatch centers, Comm Center Solutions’ experience is unmatched. The following are biographies for Danita and Lynn: Lynn A. Freeman, MA, ENP, Public Safety Communications Specialist Lynn Freeman is one of the principal consultants/co-founders of Comm Center Solutions. In addition to consulting, Lynn holds the position of Deputy Director of the Critical Support and Logistics Division for the Simi Valley Police Department. Reporting directly to the Chief of Police, Lynn is responsible for administrative oversight of five civilian units including: Communications (9-1-1/Dispatch), Crime Analysis, Fiscal, Records Management, and Fleet and Facility Management. Lynn is tasked with development and implementation of Department’s $29 million budget and directs staff of 40 employees, including five managers. 7.a Packet Pg. 148 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 2—Citygate Organization and Project Team page 18 Lynn has worked for the Simi Valley Police Department for 37 years in a variety of assignments , including communications manager, a position Lynn held for thirteen years, with responsibility for oversight of day-to-day operations of the Communications Unit. Lynn has built dispatch centers literally from the ground up including a new facility in 1998 and the total remodel of communication centers with the most recent in 2012. In addition, Lynn has managed a multitude of projects and upgrades including implementation of two computer aided dispatch (CAD) systems, voice logging recorders, 9-1-1 systems and satellite/back-up facility. Lynn is a certified Emergency Number Professional (ENP), holds a Center Manager Certificate, Public Safety Telecommunications Certificate and Civil Litigation Certificate. Lynn’s formal education accomplishments include an Associate’s Degree in Administrative of Justice, and Bachelor’s and Master’s degrees in Emergency Management with a minor in Public Safety Telecommunications. Ms. Freeman works from her offices in Simi Valley, CA, and Orlando, FL. Danita L. Crombach, ENP, Public Safety Communications Specialist Danita Crombach is one of the principle consultants/co-founders of Comm Center Solutions. Danita is widely recognized as a leader in many areas of public safety communications with over 30 years of experience. Danita has been actively involved in organizations such as the National Emergency Number Association (NENA), most recently as President of the California chapter of NENA (CALNENA). She is a Senior Member with the Association of Public-Safety Communications Officials, International (APCO), and served as Secretary for the Southern California chapter (CPRA). Danita has also worked closely with the California State 9-1-1 Office as a member of the Working Group and has twice been involved in determining the funding model that is used to disseminate State Emergency Telephone Number Account (SETNA) funds to California public safety answering points (PSAPs). Danita last served as the communications manager with the Ventura County Sheriff’s Office, where she instituted a wide variety of changes and programs— all designed to enhance efficiency and employee retention, while improving service to the public. Danita is a long-standing certified Emergency Number Professional (ENP), holds a Center Manager Certificate, Academy Instructor Certificate, Public Safety Telecommunications Certificate, and numerous other certificates for course completion specific to public safety communications and leadership. She was instrumental in the development of the California POST 120-hour Basic Dispatcher Course and has been a presenter at basic, intermediate, and advanced courses. Comm Center Solutions will analyze the workload and needs of the Communications / 9-1-1 Center and overlay best practices for embracing the changing police dynamics and supporting those strategies. 7.a Packet Pg. 149 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 2—Citygate Organization and Project Team page 19 Eric Lind, MA, Statistical and Operational Analysis Associate Eric’s 18 years’ experience spans several industries, including 2 years in municipal government as a performance improvement analyst. His municipal government experience has largely focused on public safety performance improvement projects. He has developed baseline system-wide EMS response time capability and testing alternative models, reviewed MPDS systems and dispatch priorities for EMS systems, and improved Public Safety dispatch process flow. He has also performed an administrative performance assessment of civilian police staff, a fire facilities location study, and alternative fire service delivery modeling. Eric has used performance improvement and business transformation techniques throughout his career across the globe. He is skilled with developing and conducting statistical research to answer operations questions. He is equally comfortable with survey research. Eric has two published survey research papers, including one he developed for Rotary International. Eric is a Lean Six Sigma Certified Black Belt and has a Bachelors and two Masters Degrees in International Business, each from a different country. Mr. Lind will provide statistical analysis and data verification. David C. DeRoos, MPA, CMC, Citygate President Mr. DeRoos has 30 years experience as a consultant to local government, preceded by 5 years as an assistant to the City Administrator. He earned his undergraduate degree in Political Science/Public Service (Phi Beta Kappa) from the University of California, Davis and holds a Master of Public Administration degree from the University of Southern California. Prior to becoming a Principal in Citygate in 1991, he was a Senior Manager in the local government consulting division of Ernst & Young. Mr. DeRoos is responsible for ensuring the project is conducted smoothly and efficiently within the schedule and budget allocated, and that project deliverables meet Citygate’s and the client’s quality standards. Mr. DeRoos will also assist with on-site interviews. 7.a Packet Pg. 150 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 2—Citygate Organization and Project Team page 20 Chief Stewart W. Gary, MPA, Public Safety Principal and Local Knowledge Connection Chief Gary is the Public Safety Principal for Citygate Associates. Chief Gary is the retired Fire Chief of the Livermore-Pleasanton Fire Department in Alameda County, California. For the past fourteen years, he has been a lead instructor, program content developer and consultant for the Standards of Response Coverage process. For many years he annually taught a 40-hour course on this systems approach for fire deployment at the California Fire Academy and he teaches and consults across the United States and Canada on the Standards of Response Coverage process. Over the last fourteen years, he has performed over 280 organizational and deployment studies for departments large and small, including many police departments. He directed Citygate’s police and fire department reviews for the City of Glendale, AZ and Citygate’s 2009 Fire Department Master Plan and most recent 2016 Master Plan Update for the City of San Luis Obispo. As such, he is familiar with the City’s projected development in planned growth areas of the City. Chief Gary will serve as the local knowledge and experience connection to help leverage the information gained in the recently completed Fire Master Plan about southern City area growth and Cal Poly Master Plan needs to both accelerate and provide cost savings to the police services study. 2.4 PROJECT TEAM ORGANIZATION CHART Shown on the following page is a Project Team organization chart. Citygate’s consultants adhere to the Code of Ethics found in Appendix A. 7.a Packet Pg. 151 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 2—Citygate Organization and Project Team page 21 Project Team Organization Chart City of San Luis Obispo, CA David DeRoos, MPA, CMC Citygate President Stewart Gary, MPA Public Safety Principal & Local Knowledge Connection Project Oversight CommCenter Solutions Lynn Freeman, MA, ENP Danita Crombach, ENP Public Safety Communications Specialists Sam Spiegel, MSM Law Enforcement Services Senior Specialist and Project Director James Lewis, Undersheriff Law Enforcement Services Specialist and Project Manager Jay Corey, MPA Citygate Principal Eric Lind, MA Statistical and Operational Analysis Associate 7.a Packet Pg. 152 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 3—Summary of Related Experience page 22 “We work with consultants, obviously, all the time, but the work that Citygate did on this report is some of the best I’ve seen in my tenure here.” -Former San Diego County CAO SECTION 3—SUMMARY OF RELATED EXPERIENCE 3.1 CITYGATE ASSOCIATES PROJECT EXPERIENCE Citygate Associates, LLC, founded in 1990, is dedicated to assisting public sector agencies to improve services. Citygate’s Public Safety practice area conducts deployment analyses, staffing studies, master and strategic plans, consolidation feasibility analyses, organizational efficiency studies, risk assessment studies, performance audits, and GIS for cities, counties, and districts throughout the United States. Citygate has completed many recent projects that are very similar to the services delivery and staffing work requested in this study. Below Citygate provides a description of our previous related law enforcement engagements and other engagements performed for the City of San Luis Obispo. Following the description of our related studies, we provide an integrated list of references. For additional information, please visit our website at www.citygateassociates.com. 3.2 PROJECT DESCRIPTIONS City of Glendale, AZ – Comprehensive Public Safety Deployment and Performance Review of the Police and Fire Departments Citygate completed a comprehensive Deployment and Performance Review for the Glendale, AZ Fire and Police Departments. For the Police Department, this study included reviewing the adequacy of the existing deployment system, scheduling, and staffing. Our report included a detailed analysis of the response, crime, and call data that drives the recommendations for staffing in Patrol, Investigations, and Communications as well as an assessment of the staffing of the support functions in the Department. City of Eloy, AZ – Comprehensive Services Delivery and Staffing Review of the Police Department Citygate is currently performing a comprehensive services delivery and staffing review of the Eloy Police Department. Our review includes all facets of field, command, and support operations, including, but not limited to: Field Services Division, including Patrol and Investigations; and the Support Services Division, including Fiscal, Fleet, Crime Prevention, Training, Policy and Procedures, Public Relations, Internal Affairs, Professional Standards, and other specialty services. 7.a Packet Pg. 153 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 3—Summary of Related Experience page 23 Monterey County, CA – Comprehensive Services Delivery and Staffing Review of the Sheriff’s Office Citygate is currently performing a comprehensive services delivery and staffing review of the Monterey County Sheriff’s Office. This study will address all facets of field, command, and support operations, including, but not limited to: Enforcement Operations (patrol), Corrections Operations (jail), Administration, Investigations, Internal Affairs, Professional Standards, Training, Records, Support Services, Civil Services, Coroner Services, and other specialty services. City of Goodyear, AZ – Police Department Management Study Spurred by allegations of officer misconduct, Citygate conducted a management review of the Goodyear Police Department. The study examined the Police Department’s leadership, management, and internal and external communication processes. The study also covered the internal affairs program, policy development, training and development, organizational structure and the criminal investigations division. The study resulted in numerous organizational and policy changes in the Department. City of Maricopa, AZ – Police Department Management and Organizational Review Citygate completed a limited and focused engagement of the Maricopa Police Department to review, analyze, and make actionable recommendations regarding the leadership and management systems in the Police Department based on best practices. Specifically, Citygate Associates examined the following areas: leadership and management practices; organizational structure; internal affairs investigation process; disciplinary procedures; professional standards of conduct; and the criminal investigations division. The review resulted in 29 recommendations, 16 of which were immediately implemented by the client. City of Provo, UT – Police Department Review Citygate completed a focused review of the Provo Police Department. This study reviewed the Police Department’s leadership and management approach to implementing its policies regarding the standards of conduct and ethics. Specifically, Citygate Associates examined six key areas including: citizens’ complaint process; professional standards of conduct; officer training; leadership and management; hiring and retention; and community relations. The study resulted in 27 specific action items designed to improve the effectiveness and performance of the Provo Police Department. City of Folsom, CA – Police Department Service Delivery Plan Chief Spiegel developed the model and produced two Police Service Delivery Plans (SDP) for the City of Folsom. This plan is still in place today, and was reviewed and revised by Chief Spiegel until he retired in 2010. The SDP encompassed an overview and needs assessment of the 7.a Packet Pg. 154 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 3—Summary of Related Experience page 24 Folsom Police Department’s organizational components, responsibilities, and staffing levels. The overview plan provided an understanding of the agency’s various divisions and bureaus, how services are currently provided, and what resources and technologies would be required over the next five years. The plan examined data and trends that offered insights into Folsom’s crime picture and the demand for police services of both sworn and professional staff. The study provided insights into events and trends, and illustrated a range of needs for the Department that included: improved and expanded data management (CAD and RMS) systems; the importance of improving the application and management of existing resources; a greater ability to identify, respond to, and monitor workload and staffing requirements; and improvements that would help in dealing with a myriad of administrative and oversight responsibilities essential to effective and cost-efficient policing. Most significant was that the study debunked the linear use of staffing ratios per 1,000 population for planned staffing, and provided a methodology for service delivery staffing. While examining staffing needs and efficiencies, the plan identified several known issues that would likely impact crime and police service demands in the near future. Those included a noticeable growth in, or the presence of, various gang entities in the City and the region; the importance of maintaining and expanding on crime prevention strategies; the need to stress and improve upon succession planning and professional development within the Police Department; and the overall importance of employing new and evolving technologies that have become increasingly important in the course of improving the ability of police to effectively respond to and reduce crime and disorder in the community. Chief Spiegel, who leads the proposed Citygate Project Team, formulated this Police Department Service Delivery Plan while he was Folsom’s Police Chief. To view a digital copy of the Service Delivery Plan, please visit: www.citygateassociates.com/ServiceDeliveryPlan Santa Monica, CA – Patrol Division Workload and Alternative Scheduling Plan Review Citygate completed a far-reaching Patrol Division work load and alternative scheduling plan review for the Santa Monica Police Department. Citygate conducted a data evaluation, literature review, and interviews in an effort to analyze the Department’s performance and work schedule performance impacts. Citygate’s strategic partner, The Omega Group, creators of CrimeView™, performed data analysis for this project. The Police Chief and the City’s executive leadership are using the findings and recommendations from Citygate’s report to make key decisions regarding staffing, scheduling, beat configuration, and related operational and officer safety configurations essential for the effectiveness and efficiency of the Police Department. 7.a Packet Pg. 155 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 3—Summary of Related Experience page 25 Rancho Cucamonga – Police Service Analysis Citygate performed a police service analysis for the City of Rancho Cucamonga to assist in evaluating the current police services provided to the City by the San Bernardino County Sheriff’s Department and other potential service options. The scope of the study included evaluating: (1) how the current contract compares to similarly situated cities that also contract for law enforcement services; (2) if establishing an in-house police department is feasible, considering start-up and ongoing operational costs; (3) whether there are viable law enforcement agencies in the region that could provide law enforcement services or partners to form a JPA; and (4) whether there is a tipping point beyond which the City should consider a police services alternative. Cities of Hesperia, Adelanto, Victorville, Town of Apple Valley – Public Safety JPA Feasibility Study Citygate conducted a feasibility study for the Cities of Hesperia, Adelanto, Victorville, and the Town of Apple Valley to determine the potential for a Public Safety JPA to manage Police and/or Fire services among the agencies. Cities of Brea, Buena Park, Fullerton, La Habra, Yorba Linda, and Placentia, CA – Police Services and Dispatch Merger Feasibility Studies Citygate performed a police services consolidation and contract for shared services analysis. The study addressed opportunities for improvement in (1) efficiency and effectiveness; (2) enhancing or expanding services; (3) reducing and/or avoiding costs and duplications; (4) coordinating regional planning and eliminating artificial boundaries; (5) standardizing services and programs; (6) enhancing the opportunities for future grant funding; and (7) enhancing customer service. Citygate also performed a dispatch study to evaluate opportunities for regional police including evaluating opportunities for shared dispatching between two or more of the study partners that might achieve improvements in some or all of the following: (1) efficiency and effectiveness; (2) enhancing or expanding services; (3) reducing and/or avoiding costs and duplications; (4) standardizing services and programs; (5) enhancing opportunities for future grant funding; and (6) enhancing customer service. Cities of Burlingame and San Mateo, CA – Police Department Consolidation Analysis Citygate conducted a study to analyze the feasibility of merging all or a portion of the cities’ Police Service operations in order to (1) reduce costs while retaining, at a minimum, the current service levels for each city, and (2) where possible, improve service levels without additional costs. Thus, this study addressed the possibilities from full consolidation of the agency police services to partial sharing of various services. 7.a Packet Pg. 156 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 3—Summary of Related Experience page 26 Port of Oakland, CA – Domain Awareness Center Staffing Plan Development Citygate Associates was engaged to conduct a review of the proposed Security Operations Monitoring (SOM) staffing plan as designed in the Port of Oakland staff’s Concept of Operations. Our Work Plan included numerous meetings with the stakeholders to understand the mission of the Security Operations project and the organizational challenges associated with its operations and structure. Citygate then assisted the Port in creating an RFP and job descriptions for the additional positions required to staff the center. Ogden City, UT – Rotating Management and Staffing Audits (Including Police) Citygate Associates performed general management and staffing studies for eight Ogden City departments, including Police. Each study analyzed the management, operations, policies, performance measurement, and procedures of the departments. We examined issues related to the philosophy and mission; organizational structure and management systems; organizational relationships; relationships with citizens; allocation of employees and other resources; personnel management and training; data management; records management, communications and information systems; facilities and equipment; management methodologies; maintenance functions; and fiscal management of each department. Other departments reviewed by Citygate include Fire, Community Development, Community Services, Public Works, Animal Services, Redevelopment Agency, and Code Enforcement. Placer County, CA – Law Enforcement Cost Study for New Developments Citygate was contracted by Placer County to recommend a law enforcement operational plan for each of three new developments planned for the County: Placer Vineyards, De La Salle, and Placer Ranch. In establishing the operational plan, Citygate was asked to review and recommend methodologies and criteria for determining an urban level of staffing, equipment and facilities for each development, comparing the recommended operational plans to appropriate nearby jurisdictions or developments, and finally using a methodology and criteria that could be used by the County in assessing the law enforcement cost impact of future developments. City of Folsom, CA – Police Chief Recruitment Assistance Citygate assisted the City of Folsom with the recruitment of a new Police Chief by applying character and behavior psychometric instrumentation to existing command staff as well as potential Police Chief candidates. This process had two objectives: (1) determining the scientifically quantifiable character and behavior of the existing command staff, and (2) determining the character and behavior profile of Police Chief candidates and assessing the “fit” of the recruitment candidates with the existing command staff. 7.a Packet Pg. 157 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 3—Summary of Related Experience page 27 City of San Luis Obispo, CA – Fire Department Deployment Study and Master Plan Citygate performed a fire department planning study, which included a Standards of Response Coverage planning analysis to examine the levels of fire department services by occupancy type and land use classifications. The study included assessing fire services to California Polytechnic State University, San Luis Obispo. The study also included fire station and staffing infrastructure triggers for additional resources, an analysis of headquarters and prevention systems, as well as order of magnitude costs and possible financing strategies. Update Standards of Response Cover Plan – Citygate recently completed a review of projected growth in the City’s current General Plan and an assessment of fire service funding sources and an SOC update. Citygate assessed the addition of a fifth fire station, or redistribution of the existing four stations, to serve new development in planned growth areas of the City. 3.3 CLIENT REFERENCES Below, Citygate provides a list of references for related engagements. We strongly encourage the City to contact these references to see why agencies continue to call on Citygate. City of Glendale, AZ Project: Comprehensive Public Safety Deployment and Performance Review of the Police and Fire Departments Ms. Debora Black, Police Chief of Glendale, AZ (through July 15, 2016) (623) 930-2277 After July 18, 2016, Police Chief of Prescott, AZ (928) 777-1900 City of Folsom, CA Project: Police Department Service Delivery Plan Mr. Evert Palmer, City Manager (916) 355-7220 City of Goodyear, AZ Project: Police Department Management Study Mr. Mario Saldamando, Executive Management Assistant to the City Manager (623) 882-7066 Santa Monica, CA Project: Patrol Division Workload and Alternative Scheduling Plan Review Ms. Jacqueline Seabrooks, Police Chief (310) 458-8384 City of Maricopa, AZ Project: Police Department Management and Organizational Review Ms. Brenda Fischer, former City Manager (702) 550-7930 7.a Packet Pg. 158 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 3—Summary of Related Experience page 28 3.4 CITYGATE’S DISTINGUISHING CHARACTERISTICS IN THE MARKETPLACE In one word – trust – founded on these core values: Ethics: We will use rational information to help elected officials make informed policy choices. Our opinions are not for “sale” to those that might want to slant a recommendation because they are paying for the advice. Quality: We deliver a complete work product that meets the client’s local needs. We do not use one-size-fits-all reports. Our reports clearly use facts to frame appropriate recommendations that the civilian reader can understand. We do not use industry jargon or jump to conclusions that only a law enforcement individual would understand. Timeliness: We will offer our clients a realistic timeline and always complete our work within that timeline. Where we have not, it is due to the client needing more time to schedule events or to produce background information. Sensitivity: We will understand at the project kick-off what the stakeholder issues are and what information will be needed to completely address them. We are careful to respect local issues. We do not take sides. We rationally analyze information and present policy choices. We are quiet, “backstage” experts who let the local officials set and explain public policy. Independence: Citygate provides a dependable independent voice (perspective, viewpoint, evaluation, assessment). Citygate is not aligned with any special interest group or association. 7.a Packet Pg. 159 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 4—Pricing Proposal page 29 SECTION 4—PRICING PROPOSAL 4.1 PROJECT COST/BILLING Our charges are based on actual time spent by our consultants at their established billing rates, plus reimbursable expenses incurred in conjunction with travel, printing, clerical, and support services related to the engagement. We will undertake this study for the “not-to-exceed” total costs presented below. 4.1.1 Overall Project Cost Hourly Fees of Project Team Reimbursable Expenses Administration (5% of Hourly Fees) Total Citygate Project Amount $60,575 (331 hours) $4,896 $3,029 $68,500 Cost Options Our Work Plan describes several options for obtaining additional employee input and resident feedback. The cost for these options is presented below. Option Cost Employee Survey $5,000 Resident Survey $5,000 Total With All Options $78,500 4.2 CITYGATE COST AND BILLING TERMS The price quoted above is effective for 30 days from the date of receipt for this proposal and includes one (1) draft cycle as described in Task 5 of our Work Plan to be completed by Citygate and the City within 10 working days. Additional Draft Report cycles or processing delays requested by the City would be billed in addition to the contracted amount at our time and materials rates. When changes are agreed upon, Citygate will provide up to six (6) bound color copies of the Final Reports and one (1) reproducible master copy on CD-ROM. The Draft Reports will be considered to be Final if there are no suggested changes within thirty (30) days of the delivery of the Draft Reports. If the City decides to delay our final presentation in Task 6 after acceptance of the final work products, Citygate will accommodate such a request, but will charge two administrative hours per month to keep the project in suspense until the presentation is delivered. If this causes the 7.a Packet Pg. 160 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) San Luis Obispo Police Department Proposal to Perform a Comprehensive Services Delivery and Staffing Review Section 4—Pricing Proposal page 30 billing to exceed the contracted amount, the City will be billed for the additional hours above the contracted amount. We will bill monthly for time, reimbursable expenses incurred at actual costs (travel), plus a five percent (5%) administration charge in lieu of individual charges for copies, phone, etc. Our invoices are payable within thirty (30) days. Citygate’s billing terms are net thirty (30) days plus two percent (2%) for day thirty-one (31) and two percent (2%) per month thereafter. Our practice is to send both our monthly status report and invoice electronically. Once we are selected for this project, we will request the email for the appropriate recipients of the electronic documents. Hard copies of these documents will be provided only upon request. We prefer to receive payment by direct deposit, if available. We request that ten percent (10%) of the project cost be advanced at the execution of the contract, to be used to offset our start-up costs. This advance would be credited to our last invoice. 4.3 STANDARD HOURLY BILLING RATES Classification Rate Consultant Citygate President $ 225 per hour David DeRoos Public Safety Principal and Local Knowledge Connection $ 250 per hour Stewart Gary Law Enforcement Services Senior Specialist and Project Director $ 225 per hour Sam Spiegel Law Enforcement Services Specialist and Project Manager $ 175 per hour James Lewis Citygate Principal $ 210 per hour Jay Corey Statistical and Operational Analysis Associate $ 170 per hour Eric Lind Report Project Administrator $ 125 per hour Chad Jackson Administrative $ 95 per hour Various 7.a Packet Pg. 161 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) APPENDIX A CODE OF ETHICS 7.a Packet Pg. 162 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix A—Code of Ethics Page 1 CODE OF ETHICS CLIENTS 1. We will serve our clients with integrity, competence, and objectivity. 2. We will keep client information and records of client engagements confidential and will use proprietary client information only with the client’s permission. 3. We will not take advantage of confidential client information for ourselves or our firms. 4. We will not allow conflicts of interest which provide a competitive advantage to one client through our use of confidential information from another client who is a direct competitor without that competitor’s permission. ENGAGEMENTS 5. We will accept only engagements for which we are qualified by our experience and competence. 6. We will assign staff to client engagements in accord with their experience, knowledge, and expertise. 7. We will immediately acknowledge any influences on our objectivity to our clients and will offer to withdraw from a consulting engagement when our objectivity or integrity may be impaired. FEES 8. We will agree independently and in advance on the basis for our fees and expenses and will charge fees and expenses that are reasonable, legitimate, and commensurate with the services we deliver and the responsibility we accept. 9. We will disclose to our clients in advance any fees or commissions that we will receive for equipment, supplies or services we recommend to our clients. PROFESSION 10. We will respect the intellectual property rights of our clients, other consulting firms, and sole practitioners and will not use proprietary information or methodologies without permission. 11. We will not advertise our services in a deceptive manner and will not misrepresent the consulting profession, consulting firms, or sole practitioners. 12. We will report violations of this Code of Ethics. The Council of Consulting Organizations, Inc. Board of Directors approved this Code of Ethics on January 8, 1991. The Institute of Management Consultants (IMC) is a division of the Council of Consulting Organizations, Inc. 7.a Packet Pg. 163 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) APPENDIX B PROJECT TEAM RESUMES 7.a Packet Pg. 164 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 1 CITYGATE ASSOCIATES, LLC CHIEF SAMUEL L. SPIEGEL, MA Sam Spiegel retired as Chief of Police and Director of Emergency Services for the City of Folsom, California in November of 2010. He served in that capacity for over nine and a half years. During his tenure as Chief, he also served as the interim City Manager / Assistant City Manager. A 39-year veteran in law enforcement, he is recognized as a successful leader and problem solver with strong organizational and leadership development skills. He has proven experience working with community groups, labor unions, city departments, developers, City Councils, and both state and federal legislators. Throughout his tenure in law enforcement, he performed a myriad of assignments, and is a recognized subject matter expert on Pursuit Policy and Emergency / Critical Incident Management. He has instructed and assisted in the development of many training programs that included Employee and Leadership Development, Continuous Improvement Teams, Interest Based Negotiating, Pursuit Policy Guidelines, Internal Affairs Investigations, High Risk Stops, Role of the Executive Assistant to the Chief, and Crime Prevention Through Environmental Design. He has worked extensively on Economic Development, Business Retention, and Planning issues in fast-paced developing communities. He holds a Master’s Degree in Management, a Bachelor’s Degree in Criminal Justice, his State teaching credential, and is a graduate of the P.O.S.T. Command College and the FBI National Academy. Until his retirement, Chief Spiegel was the Chairman of the Law and Legislative Committee for the California Police Chiefs Association, Past-President of the California Peace Officers Association, and former member of the California Homeland Security Public Safety Advisory Council. He has ten years service to the Governor’s Office of Emergency Services, 9-1-1 Advisory Committee, a gubernatorial appointment. He previously served six years as a member of the Commission on Peace Officer Standards and Training Advisory Committee. Locally, he was the Chairman of the Sacramento Operational Area for emergency preparedness and response, and a member of the Administrative Authority that reviews and awards grant funding for the region. Appointed in April of 2001, Chief Spiegel guided the growth and development of the Folsom Police Department (FPD) from a small agency of forty-seven sworn officers to a mid-size organization with a staff of ninety sworn personnel. During his tenure, the reputation of the Department expanded as the leadership developed and professionalism grew. The Department is highly regarded statewide for its innovation and expansive programs, both in the community and public safety profession. With members of the Department now serving on State Training committees and as faculty members for instructional institutions, FPD serves as a training component in the innovative Patrol Training Officer Program, regarded as the premiere training model for police officers. Under Chief Spiegel’s leadership, the Law Enforcement Service Delivery Plan model was created. It is still used today to guide the growth of Folsom Police Department. Other innovative programs included the Continuous Improvement Team, Folsom Mounted Unit, Honor Guard, Commercial Enforcement Program, Community Clergy Group, Advisory Committee on Homeless in Folsom and many others. The City of Folsom has been the safest community in Sacramento County for several recent years. Chief Spiegel credits that to the dedication of the 7.a Packet Pg. 165 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 2 men and woman of the Police Department and the tremendous support and collaboration of the community. Related Experience Includes:  Currently serving as Law Enforcement Services Senior Specialist and Project Manager to perform a comprehensive services delivery and staffing review for the City of Eloy, AZ.  Currently serving as Law Enforcement Services Senior Specialist and Project Manager to perform a comprehensive services delivery and staffing review for the Monterey County Sheriff’s Department.  Served as Police Services Senior Specialist to perform a comprehensive public safety deployment and performance review of the Police and Fire Departments for the City of Glendale, AZ.  Recently served as Project Manager to perform a survey and cost comparison for recently constructed public safety facilities/projects for the City of Claremont.  Served as Law Enforcement Practice Leader for a fire and police service impacts for the Millbrae Station area plan.  Currently serving as Law Enforcement Senior Specialist to conduct a comprehensive community risk assessment, Standards of Cover Study and station location and fire services deployment study for the City of Sunnyvale Public Safety Department. Professional Experience Includes:  2001 – 2010, Chief of Police, City of Folsom, California  Jan 1 – Oct 15, 2006, Assistant City Manager, City Manager, Chief of Police, City of Folsom – During this period of time, in addition to Chief of Police, was responsible for overall operations and oversight of all departments in the City as City Manager. FY budget was $193.3 million; $58.7 million for the General Fund, $41.3 million for Enterprise Fund operations, $28 million for Special Revenue Funds, $12.4 million for Debt Service Funds, and $37.9 million for Capital Improvement Program (CIP) projects.  Chief of Police – Responsible for the planning, direction and review of all facets of the Police Department and City policing programs. Provided leadership and administrative direction in accordance with Federal, State and local laws; implemented leadership program for professional development and succession planning. Oversight of activities and operation of the Police Department law enforcement investigations, community policing, protection of life and property, crime prevention, administrative support services, community outreach and public relations.  Coordinated assigned activities with other City departments and outside agencies; updated the City-wide Emergency Operations Plan; assuming the responsibilities as the Emergency Services Director. Provided highly 7.a Packet Pg. 166 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 3 responsible and complex administrative support to the City Manager; exercised direct technical and functional supervisor over sworn, technical, and clerical staff.  Supervised and participated in the development and administration of the Police Department budget; selected, trained, motivated, and evaluated personnel; created the Continuous Improvement Team – a cross-section representation of all levels in the Department empowered to address, solve and implement changes for the overall improvement of the Department and its service to the community. Maintained and fostered positive community relations; cooperated with local and regional law enforcement. Was actively involved in regional law enforcement issues, training, and collaborations. Championed diversity in the community and work place, maintaining open, accessible and sincere communications with employees, labor unions, department heads, community groups, and City Council. Maintained strong presence in the community working collaboratively to enhance the quality of life in Folsom. Annual budget: $20,000,000.  1996 – 2001, Captain, City of Corona, California  Division Commander, Administrative Services Division – which includes Communications, Records, Administration, Community Relations - Crime Prevention, Volunteer Services, Personnel and Training, Computer Services, Development Plan Review, Grant Administration, Budget Development and Fiscal Management of annual budget. Field Services Division – (106 total personnel) which has included Community Policing Patrol, Canine Teams, Special Response Team (SWAT), FLEX Team (formerly Street Problem Solving & Gang Detail), Problem Oriented Policing Team, Traffic, Reserves, Field Training Officer Program and Mounted Unit.  1985 – 1996, Police Lieutenant, City of Corona, California - Bureau Commander  Responsible for one of six major bureaus of a department of 200 full-time employees; performed duties of acting captain. Responsibilities included: presentations before City committees and civic groups; department budget development and management; administrative review and discipline; legal liaison with city attorney; conducted sensitive internal investigations related to city liability; field operations (patrol, traffic, special events, canines) and criminal investigations; crime prevention; personnel hiring and training, records and communications, professional standards and planning. Significant achievements included: design and implementation of Community Policing community office; assisted in design and implementation of Department’s strategic plan; writing of federal and state grants; initiated, developed, and delivered community policing-problem solving training department-wide; design of department rules, regulations and policies; enhancement of department radio/communications system; developed, designed, and implemented critical incident/disaster plan, protocol and training. 7.a Packet Pg. 167 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 4  1982 – 1985, Police Sergeant, City of Corona, California  Patrol & Traffic Sergeant, acting lieutenant and watch commander; supervised traffic officers and related investigations; developed and managed traffic citation/records system; served as liaison with city traffic engineer on circulation planning; coordinated Department's responses to developmental plan reviews with City planning; coordinated training of personnel; developed training programs; conducted personnel investigations; conducted disaster preparedness; coordinated hazardous materials response; prepared budgets.  1974 – 1982, Police Cadet / Officer / Deputy Sheriff / Detective, City of Corona/County of Riverside, California  Assigned to a variety of positions including Schools, Dispatch, Patrol, Traffic and Commercial Enforcement, Traffic Accident Investigation and Criminal Investigation.  Administrative assignments included developing municipal code ordinances relating to traffic.  Crimes Persons and Property Detective, responsible for investigation of major crimes including narcotics investigation; development of special funding plans for equipment acquisition; initiated, developed and implemented criminal intelligence program; trained new detectives; and developed expertise as an expert witness in court. Specific Achievements and/or Experience:  Emergency Operations Plan  Mobile Command & Communications Unit  Updating to equipment and technologies / Standardization of firearms  Dispatch upgrade  Expanding the Volunteer Program to encompass the Fire Service and CERT  Public Safety Awards and Community Recognition events Special Activities and Awards:  Appointed by Governor Schwarzenegger to State 9-1-1 Advisory Committee  Chair, Sacramento Operational Area Council  Member six years, Commission on Peace Officer Standards and Training, Advisory Committee  Member, Governor’s Office of Homeland Security Advisory Council  Police Chief of the Year 2003 Presented by WE-TIP National  Member, C.L.E.T.S. Advisory Board – California Law Enforcement Telecommunications System 7.a Packet Pg. 168 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 5  Presenter, League of California Cities – “Collaborative Efforts of Public Safety and Public Works Departments”  Presenter, League of California Cities – “Collaborative Efforts of Public Safety in the face of Terrorism”  Presenter, Views from the FBI, L.E.T.N., Standardized Emergency Management Systems  Subject Matter Expert; Pursuit Driving Guidelines, California Commission on P.O.S.T.  Presenter, California Commission on P.O.S.T. Chiefs, Sheriffs and Command Officers Course, Standardized Emergency Management System, Palm Springs, CA  Member, Riverside County Multi-Casualty Incident Planning Task Force  Presenter, California Commission on P.O.S.T. Chiefs, Sheriffs and Command Officers Courses, New Technologies Facing Law Enforcement, Incident Command System for Executive Staff  California Legislature; Certificates of Appreciation  American Legion, Citation for Aircraft Crash Rescue Professional Affiliations:  American Leadership Forum  Former Law & Legislative Chairman - California Police Chiefs Association  Past President, Executive Board Member, California Peace Officers' Association  Command College Alumni Association  FBI National Academy Associates  California Public Radio Association  California Law Enforcement Association of Records Supervisors  American Radio Relay League  Police Legal Advisors, California Peace Officers Association  Corona Police Officers' Association, Former Vice-President  National Airborne Law Enforcement Association  International Association of Chiefs of Police 7.a Packet Pg. 169 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 6 CITYGATE ASSOCIATES, LLC JAMES E. LEWIS, UNDERSHERIFF Undersheriff James (Jamie) Lewis was hired by the Sacramento County Sheriff’s department in April 1985. Serving more than 30 years with Sacramento County, James has held assignments in virtually every division of the Department, including commands in air operations, patrol, and security services. Currently serving as the Undersheriff, James is responsible for day to day operation of a staff of approximately 2100 employees, 1390 of which are sworn, serving a population of 1.2 million citizens in a jurisdiction covering more than 700 square miles. James’ expertise spans the myriad of law enforcement functions with an emphasis on corrections, public relations, and patrol operations. Serving for more than 6 years as the Chief Deputy in charge of Corrections and Court Security, James was responsible for managing two traditional incarceration facilities with an average daily population of 4100 inmates and a jail staff of more than 600, in addition to an alternative to traditional custody operation with an average daily population of more than 2000, which includes Work Project, Home Detention, and alternative sentencing. James was on the forefront of implementing the department’s response to realignment, and for the first four years following the passage of AB-109, served as the Co-Chair to the region’s Community Corrections Partnership (CCP). As the Co-Chair, James oversaw an influx to the Sheriff’s Department of more than 68 percent of the CCP allocation to enhance existing and establish new inmate programs directed at reducing recidivism. These educational, vocational, and rehabilitative programs, which exist today, maximize opportunities for offenders to successfully reintegrate back into the community. James has a Bachelor’s degree in Law Enforcement Management, and is a graduate of the LAPD West Point Leadership program. Related Experience Includes:  Currently serving as Corrections and Law Enforcement Services Specialist to perform a comprehensive services delivery and staffing review for the Monterey County Sheriff’s Department.  Currently serving as Law Enforcement Services Specialist to perform a comprehensive services delivery and staffing review for the City of Eloy, AZ. 7.a Packet Pg. 170 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 7 CITYGATE ASSOCIATES, LLC JAY M. COREY, MPA Mr. Corey is a Principal with Citygate Associates. He has served at the senior executive level in cities for over 30 years. Mr. Corey specializes in organizational structure and staffing issues, financial stabilization plans, municipal wealth creation, and performance management. He began his association with Citygate in 1999, taking leave in 2002 to be of service to the City of Richmond as Assistant City Manager, Acting Finance Director and Interim City Manager. Mr. Corey has been highly involved in performance management and performance measurement, budgeting, scheduling, workload balancing, costing, contracting out, coordination with developers, and delivery of complex development projects. Mr. Corey specializes in strategic financial planning and interdepartmental coordination. Mr. Corey holds a Master’s degree in public administration (MPA) from the University of Southern California. He received his undergraduate education from the University of California, Davis, with a Bachelor’s degree in political science. Related Experience Includes:  Served as team leader in developing an award-winning, comprehensive five-year capital improvement program (CIP) for the fastest growing city in the state of California (Brentwood). In order to facilitate policy decisions, the CIP included detailed Prioritization Criteria and a Performance Accountability Strategy. The CIP earned the California Society of Municipal Finance Officers Award and National Government Finance Officers Association Award of Merit.  Currently serving as Citygate Principal to perform a comprehensive services delivery and staffing review for the City of Eloy, AZ.  Served as Project Manager for an organizational assessment of the City of San Luis Obispo Community Development Department including the Economic Development Program. Mr. Corey then provided technical assistance for implementation of the Community Development Department’s Strategic Action Plan.  Served as Project Manager for an organizational analysis and strategic plan for the Community and Economic Development Department for the City of Salinas, CA.  Served as Project Manager for a citywide organizational and staffing review for the City of Albany, CA. The purpose of the study was to review the City’s organizational structure to investigate potential cost savings and service improvements and to develop strategies for providing services in a tight fiscal environment.  Served as the Project Manager for a citywide management assessment of the City of Covina, California. The municipal departments included in this assessment were: City Manager’s Office; Redevelopment and Housing; Parks and Recreation; Development Services; Public Works; Finance; the City Clerk office; Personnel and Risk Management; and the City Library.  Served as Project manager and Lead Consultant for a management audit for the City of Pasadena Housing and Community Development Agency (HCDA). The study involved a comprehensive review of the Agency including service delivery 7.a Packet Pg. 171 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 8 capabilities, resource allocation/management, use of automated support, organizational structure, and related areas. The project also included a focused review of the City’s development review procedures and systems. The report identified over 60 recommendations for operational and management improvements.  Served as Project Manager for Citygate’s performance review of the Community Development Department for the City of Modesto, CA. Separately, Citygate provided redevelopment and economic development technical assistance services for the City of Modesto.  Served as Project Manager for the Fresno Redevelopment Agency’s Historic Chinatown Project.  Served as Project Manager for Citygate’s performance audit of Sacramento County’s Planning and Environmental Review and Assessment departments.  Served as Principal Consultant for a two-phased study in which Citygate conducted extensive interviews regarding the effectiveness of Salt Lake City’s planning program and processes, and based on issues identified in Phase I, performed a detailed analysis of the planning program in Phase II.  Served as Project Manager for Citygate’s efficiency review of the Development Permitting Programs in the Planning and Engineering Operations for the City of Pittsburg, CA. The objective of this study was to provide an analysis of the policies, procedures, management and operations of these development permitting programs as they exist, and to design a creative strategy for improvement, if needed.  Served as team leader for development of five-year capital and operating plans for municipal water, wastewater, and solid waste operations serving what was at the time the most rapidly growing city in the State of California. The three plans included identification of all fixed assets, life cycle costing, development of full- cost accounting, capital facility replacement, and successful justification of substantial multi-year rate increases to cover operating and plant expansion costs.  Served as Project Manager for Citygate’s organizational and functional analysis of the Department of Planning and Land Use and associated land development services for San Diego County, CA.  Assembled and led the team of experts that developed the City of Richmond (CA) Financial Recovery Plan which set the course for the City to eliminate its massive operating deficit and cash flow problem. The Bond Buyer in January, 2005 reported “Moody’s Investors Service restored Richmond, California’s issuer credit rating to investment grade this week, citing a financial turnaround for the San Francisco Bay area city a year after it discovered a $35 million budget deficit.”  Developed a Three-year Extraordinary Financial Plan for a Southern California municipality (Fontana) that was facing a $13.9 million operating deficit in its $44 million general fund. 7.a Packet Pg. 172 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 9  Served as team leader in the successful structuring and issuance of over $500,000,000 in tax exempt bonds for various projects including community facilities (police and fire stations, city halls), streets and roads, water and wastewater facilities, affordable housing, and economic development projects.  Served as project manager for planning and development of a 44-acre civic center complex. 7.a Packet Pg. 173 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 10 COMM CENTER SOLUTIONS LYNN A. FREEMAN Lynn A. Freeman is one of the principal consultants/co-founders of Comm Center Solutions. In addition to consulting, Lynn holds the position of Deputy Director of the Critical Support and Logistics Division for the Simi Valley Police Department. Lynn has worked for the Simi Valley Police Department for 37 years in a variety of assignments. She started in the dispatch center as a Public Safety 9-1-1 Dispatcher, promoted to Communications Manager and then most recently to Deputy Director. Reporting directly to the Chief of Police, Lynn is responsible for administrative oversight of five civilian units including: Communications (9-1-1/Dispatch), Crime Analysis, Fiscal, Records Management, and Fleet and Facility Management. Lynn is tasked with development and implementation of Department’s $29 million budget and directs staff of 40 employees, including five managers. Previously, she was the communications manager at Simi Valley Police Department, a position Lynn held from 1990 to 2013, Lynn was responsible for oversight of day-to-day operations of the Communications Unit. In 2012, Lynn served as project co-manager for $1.6 million, highly complex, highly efficient, fully redundant, multi-agency, regional Next Generation 9-1-1 system serving four different locations. Lynn has built dispatch centers literally from the ground up, including a new facility in 1998 and the total remodel of communication centers with the most recent in 2012. In addition, Lynn has managed a multitude of projects and upgrades, including implementation of two computer aided dispatch (CAD) systems, voice logging recorders, 9-1-1 systems, and satellite/back-up facility. While the communications manager, Lynn developed new positions in the Center, including shift supervisors, initiated job-sharing opportunities, and secured part-time assistance. Lynn was employed as a civil litigation paralegal for a personal injury law firm from 1981 to 2007. Lynn’s responsibilities included assisting attorneys with personal injury and medical malpractice litigation, managing a caseload of over 200 clients. Lynn’s duties included preparing court documents, conducting research, and client communications. Lynn is a certified Emergency Number Professional, holds a Center Manager Certificate, Public Safety Telecommunications Certificate and Civil Litigation Certificate. Lynn’s formal education accomplishments include an Associate’s Degree in Administrative of Justice, and Bachelor’s and Master’s degrees in Emergency Management, with a minor in Public Safety Telecommunications. Professional Experience Includes:  2013 – Present, Co-founder & Principal Consultant, Comm Center Solutions  Providing consulting services through comprehensive analysis to develop realistic solutions for issues challenging public safety communications centers and civilian law enforcement personnel.  1977 – Present, Simi Valley Police Department  Deputy Director – Police Administration, Critical Support & Logistics (2012 – Present) – Reporting directly to the Chief of Police, responsible for administrative oversight of five civilian units including: Communications (9-1-1/Dispatch), Crime Analysis, Fiscal, Records Management, and Fleet and Facility Management. 7.a Packet Pg. 174 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 11  Communications Manager (1990 – 2012) – Responsible for oversight of day-to-day operations of the Communications Unit and all personnel issues.  Dispatcher/Training Dispatcher (1977 – 1990) – Received, processed, and dispatched police calls for service. Assisted officers and citizens. Trained new personnel.  1981 – 2007 – L.M. Schulner & Associates  Civil Litigation Paralegal – Assisted attorneys with personal injury and medical malpractice litigation. Specific Achievements and/or Experience:  Communications Center walk-station implementation, 2009  Routing on Empirical Data (RED) project to reroute wireless 9-1-1 calls, 2006 – 2011  Operation Unveil, Opening of Air Force One at Reagan Library, 2005  Operation Serenade, President Reagan’s Funeral, 2004  Developed Tactical Dispatcher Team, 2002  Coordinated Alternate Public Safety Answer Point, East County Sheriff’s Station, 2000  Implemented Computer Aided Dispatch (CAD) systems, 1994 and 2004  Developed Senior Dispatcher rank, 1997  Supervised installation of original 9-1-1 system, 1983  Managed Communications Center remodels, 1983, 1998, and 2012 Special Activities and Awards:  Meritorious Service Award, Chief’s Award, Simi Valley Police Department, 2010  Leadership Simi Valley, graduate, 2010  Civilian of the Year, Simi Valley Police Department, 2006  Chaired Recognition Committee, 2001 – 2009 Professional Affiliations:  National Emergency Number Association (NENA)  Association of Public-Safety Communications Officials, International (APCO)  Municipal Management Association of Southern California 7.a Packet Pg. 175 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 12 COMM CENTER SOLUTIONS DANITA L. CROMBACH Recognizing a void in public safety 9-1-1 professional consultants and specialists, Danita and her partner formed an all-inclusive consulting agency to address any and all issues in public safety communications centers. Specializing in providing public safety agencies with an array of services to meet the increasing challenges in today’s public safety communications, Comm Center Solutions’ expertise includes personnel issues, operations, staffing, investigations, incident reconstruction, quality assurance, Next Generation 9-1-1, and project management. Comm Center Solutions offers balanced, insightful, and tested solutions for 9-1-1 challenges. With over 70 years of combined service in dispatch centers, Comm Center Solutions’ experience is unmatched. Danita L. Crombach is one of the principle consultants/co-founders of Comm Center Solutions. Danita is widely recognized as a leader in many areas of public safety communications. Danita has been actively involved in organizations such as the National Emergency Number Association (NENA), most recently as President of the California chapter of NENA (CALNENA). She is a Senior Member with the Association of Public-Safety Communications Officials, International (APCO), and served as Secretary for the Southern California chapter (CPRA). Danita has also been involved with the Commission on Peace Officer Standards and Training (POST) and, at POST’s request, has participated in many committees, most notably as the POST Region 8 (Ventura County, Santa Barbara County and San Luis Obispo County) Representative on the Public Safety Dispatcher Advisory Council (PSDAC). After completing her term, Danita was asked to remain on the PSDAC as a legislative advisor and as a member of the Best Practices Committee. In her role as CALNENA President, Danita ignited a groundswell of action within the public safety communications industry, the Federal Communications Commission (FCC), and the wireless service providers with a filing that demonstrated a radical reduction in the delivery of accurate wireless 9-1-1 caller information in recent years. As a result, FCC workshops were conducted, meetings were held, and proposed rules are nearing implementation. Once finalized, the FCC will have the ability to take enforcement action with wireless service providers that do not comply with the rules in the specified timeline and provide the best level of service available to the public. Danita has also worked closely with the California State 9-1-1 Office as a member of the Working Group and has twice been involved in determining the funding model that is used to disseminate State Emergency Telephone Number Account (SETNA) funds to California public safety answering points (PSAPs). With a long-standing, and well deserved, reputation for partnership, creativity and success, Danita has routinely been called upon by the State 9-1-1 Office to spearhead pilot projects such as a $1.6 million state-of-the-art Next Generation 9-1-1 Regional Hosted Solution in Ventura County that included four PSAPs and the Routing on Empirical Data (RED) project to reroute wireless 9-1-1 calls to the appropriate PSAP. In her last assignment as the communications manager with the Ventura County Sheriff’s Office, Danita instituted a wide variety of changes and programs—all designed to enhance efficiency and employee retention, while improving service to the public. To begin with, she replaced a sworn captain as the Department’s first civilian manager—something she had previously done with Inglewood Police and Fire Departments. She promptly replaced the sergeants with civilian supervisors and restructured the chain of command. Danita also updated and eventually replaced the computer aided dispatch (CAD) system. After overseeing fundamental and innovative changes to recruiting and training, Danita secured significant, warranted increases in employee 7.a Packet Pg. 176 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 13 compensation. Once implemented, these changes helped recruit and retain a staff of more than 35, including two managers and six supervisors. Danita’s project management skills were initially developed as a supervisor with the Oxnard Police and Fire Departments, when the communications center was moved to a new location within the building. Following that, she was recruited and joined the project management team with the San Jose Police and Fire Departments as they built their communications center from the ground up. As a participant in this project, Danita worked with a team tasked with everything from equipment, furniture and carpet selection to recruiting, hiring, and training a team of more than 190 telecommunicators, trainers, and supervisors from across the United States. Danita is a long-standing certified Emergency Number Professional, holds a Center Manager Certificate, Academy Instructor Certificate, Public Safety Telecommunications Certificate, and numerous certificates for course completion specific to public safety communications and leadership. She was instrumental in the development of the California POST 120-hour Basic Dispatcher Course and has been a presenter at basic, intermediate, and advanced courses. Professional Experience Includes:  2013-Present – Co-founder & Principal Consultant, Comm Center Solutions  Providing consulting services through comprehensive analysis to develop realistic solutions for issues challenging public safety communications centers.  1997-2014 – Communications Manager, Ventura County Sheriff’s Office  Responsible for oversight of day-to-day operations of the Communications Center, with 35 employees, serving more than 350,000 people in five contract cities and the unincorporated areas of Ventura County. Collaborate with allied agency managers, State 9-1-1 Office representatives, POST and others. Project co-manager on $1.6 million Next Generation 9-1-1 Regional Hosted Solution. Project manager on facility reconfiguration and upgrade in 2012. Managed projects to replace and upgrade CAD systems, 9-1-1 phone systems, voice logging recorders, and facility design.  1994-1997 – Communications Manager, Inglewood Police & Fire Departments  Responsible for managing daily operations and long-term planning for a consolidated police and fire 9-1-1 emergency communications center with 23 employees and $1.2 million budget. Introduced 9-1-1 for Kids program, implemented a quality assurance program, developed performance standards, revised operations training manual, revised policies and procedures manual, and replaced divisional recruitment, testing, and selection process. Completed a $750,000 communications center renovation, which included procuring new radio and telephone equipment, as well as ergonomic furniture.  1992-1994 – Director of Operations, A & R Financial and Insurance  Recruited to oversee business operations of a financial services agency with sole responsibility for improving efficiency and professionalism. 7.a Packet Pg. 177 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 14 Responsible for quality assurance, customer service, and coordinating reporting procedures to the Peace Officers Research Association of California (PORAC).  1989-1992 – Public Safety Communications Instructor, San Jose Police & Fire Departments  Member of the original management team responsible for the multi- million dollar development and start-up of the new San Jose Police and Fire Communications Center (co-located). Also responsible for providing supervision and formal classroom training for 190 public safety communications employees of all levels and coordinating the Critical Incident Stress Debriefing (CISD) program and the Communications Training Officer (CTO) permanent curriculum committee. Responsible for budget forecasting, course development, scheduling, labor relations, evaluation of students, and recruiting and selecting new employees.  1989-1992 – Instructor (Part-time), Ventura College, West Valley College, Evergreen College  Instructor for various POST-certified courses including topics such as ethics, leadership, evaluation procedures, presentation skills, negligent performance, communication skills, and telephone/radio procedures.  1982-1989 – Public Safety Dispatch Supervisor, Oxnard Police and Fire Departments  Participated in consolidation of police and fire communications center. Responsible for supervising up to five dispatchers in a consolidated police/fire communications center. Created and implemented communications training officer (CTO) program. Developed policies and procedures. Specific Achievements and/or Experience:  Influenced FCC rulemaking on the timely delivery of accurate caller location information on wireless 9-1-1 calls  Appointed to the POST Public Safety Dispatcher Advisory Council, Region 8 Representative, Legislative Representative and Best Practices Committee  Appointed to State 9-1-1 Office Working Group to review current funding model  Elected and served as President of the California chapter of the National Emergency Number Association (NENA)  Reduced overtime by $200,000 in early 2010 when compared to 2009  Participated as the Beta, and follow-up, site for the State of California’s Routing on Empirical Data (RED) project  In response to emergency evacuation, oversaw renovation of a warehouse and relocated the Sheriff’s Communications Center within 32 days, April 2006  Retained staffing by securing a 42% pay increase for dispatchers in July 2006 7.a Packet Pg. 178 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 15  Replaced the CAD system in 2002  Civilianized the supervisor positions in the SCC in 2000  Coordinated Alternate Public Safety Answer Point, East County Sheriff’s Station, 2000  Completed $750,000 communications center renovation in Inglewood within budget and on time  Developed and implemented the San Jose Communications Training Officer (CTO) program Special Activities and Awards:  2009 nominee for “Superior Customer Service” and “Integrity” Management Council Awards  2008 nominee for “Integrity” Management Council Award  Profiled in APCO, International, Magazine, January 2007  2006 Public Servant of the Year, Camarillo Chamber of Commerce  2002 recipient of the “Mentoring” Management Council Award  1996 Employee of the Year, Inglewood Police Department  Received the San Jose Police Department’s Special Achievement Award for developing and coordinating the Communications Critical Incident Stress Debriefing (CISD) team  Received a California State Senate Commendation in 1989 for developing a CTO program, recruiting program and founding the Tri-Counties Communications Association Professional Affiliations:  National Emergency Number Association (NENA), President California chapter (active since 1996)  Association of Public-Safety Communications Officials, International (APCO), Senior Member and former Secretary of California chapter (active since 1986)  POST Public Safety Dispatcher Advisory Council (2010 – Present) 7.a Packet Pg. 179 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 16 CITYGATE ASSOCIATES, LLC ERIC LIND, MA Eric’s 18 years’ experience spans several industries, including two years in municipal government as a performance improvement analyst. His municipal government experience has largely focused on public safety performance improvement projects. He has performed an administrative performance assessment of civilian police staff, a fire facilities location study, and an alternative fire service delivery modeling. He has developed baseline system-wide EMS response time capability and testing alternative models, reviewed MPDS systems and dispatch priorities for EMS systems, and improved Fire/EMS dispatch process flow. Eric has used performance improvement and business transformation techniques throughout his career across the globe. He is skilled with developing and conducting statistical research to answer operations questions. He is equally comfortable with survey research. Eric has two published survey research papers; including one he developed for Rotary International. Eric is a Lean Six Sigma Certified Black Belt and has a Bachelors and two Masters Degrees in International Business; each from a different country. Relevant Experience Includes:  Currently serving as Statistical and Operational Analysis Associate to perform a comprehensive services delivery and staffing review for the City of Eloy, AZ.  Currently serving as Statistical and Operational Analysis Associate to provide EMS System Consultation Services for the Alameda County Health Care Services Agency.  Performed an administrative performance assessment of civilian police staff.  Modeled baseline system-wide EMS response time capability and testing alternative models.  Analyzed and reviewed MPDS systems and dispatch priorities for EMS systems.  Analyzed and improved of Fire/EMS dispatch process flow. Experience: Performance Analyst City of Vancouver, WA September 2012 – August 2014  Worked with directors across the city to obtain requirements for business transformation projects and led the development, testing, and implementation of business solutions. Provided training to 200+ city staff on Lean Six-Sigma concepts and tools, including the DMAIC method, statistical process control, hypothesis testing, and others.  Worked closely with the Police chief and his staff to review several administrative functions with the goal of staffing the East Precinct front desk within existing budget constraints. Analysis revealed that the purchasing, inventory, and grants management functions could be simplified and reconfigured in order to staff the East Precinct front desk with no additional labor cost. 7.a Packet Pg. 180 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 17  Worked closely with the Fire Chief and key staff to define objectives for business transformation projects:  Use SUVs to respond to medical calls reduce response time and cost, and maintain/ improve the quality of patient care. Although test results were favorable, alternative tactical configurations were recommended to improve results, and will be tested this year.  Assess the optimum composition, configuration, and geographic placement of fire stations given population growth, call volume and location, and budgetary constraints. Results revealed that moving two fire stations would improve response time for critical service areas as well as improve tactical capability.  Worked with city and county partners to examine Clawson code types and prioritize them appropriately. For example, assaults and attempted suicides were reduced from priority 1 to priority 2 because police must secure the scene prior to EMS providing service.  Conducted a variety of full life-cycle survey projects from birth-to-earth including: identifying research questions, survey development, data gathering and cleanup, analysis, interpretation, and making recommendations.  With the CFO and finance team, scoped and defined a project aimed at reducing error and cycle time in the Procure-to-Pay process.  Trained and led a team of fire department analysts on the scientific method to help them execute pilot projects successfully from problem definition to solution implementation. Volunteer Research Analyst Rotary International, Evanston, IL. May 2011 – December 2011  In collaboration with the CIO and Rotarians across the world, completed a full- scale global marketing research study to determine how Rotary International might better leverage social media technology to help Rotarian volunteers be more effective in their Rotary work.  Worked with Rotary’s Chief Information Officer to identify the research question and develop a scientifically robust survey instrument for testing.  Rotarians were interviewed to develop a qualitative framework of concepts relevant to the research question, and a quantitative survey instrument was developed out of the conceptual framework.  After a pilot test of the survey, a 66 question survey was developed around 14 statistically valid and reliable constructs.  The survey was translated to seven languages, back translated, and distributed to 26,500 Rotarians world-wide, with 1100+ valid responses coming from 72 countries. A final 58-page statistical analysis with strategic recommendations was provided to the board of directors, including that Rotary should increase its Facebook presence because it is a significant factor (p<.000 @ 18% of the 7.a Packet Pg. 181 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 18 variance) in driving club engagement among Rotarians; particularly for Rotarians who are involved in international, vocational, and youth service projects. Consultant Confidential Client, China April 2011 – August 2011  Client requested assistance with handling a variety of human resource challenges in advance of a major acquisition-based market expansion. The focus of the project was to identify tools and techniques to facilitate transfer of corporate policy and processes to improve post-acquisition integration. Particular focus was given to knowledge transfer due to Chinese labor market conditions, because job- hopping was commonplace in China at the time.  Identified that labor market competitive advantage in the Chinese labor market could be achieved through employee performance planning. E.g. employees with specific objectives to achieve, coupled with corporate support in training, motivation, and performance rewards are better equipped to retain key talent.  Demonstrated how Lean Six Sigma can foster the transfer of tacit knowledge to explicit knowledge with careful inquiry and documentation.  Demonstrated how Lean Six-Sigma is an excellent method to measure performance for continued employee development, knowledge management, and process quality control.  Demonstrated how performance planning helps companies improve quality by partnering with employees to establish mission-aligned performance goals.  Recommended enhancements to company’s corporate training & education programs to improve the reach and effectiveness of employee training, while simultaneously reducing training costs. Graduate Student ESC Rennes School of Business, Rennes, France September 2010 – April 2012  Completed a dual M.A. in International Business at ESC Rennes School of Business (otherwise known as Ecole supérieure de Commerce de Rennes) and Open University (Milton-Keynes, UK). Courses for both degrees were held in France. Project Manager AT&T Global Network Services, Southbury, CT May 1999 – June 2010  AT&T Global Services provides virtual private network (VPN) services to enterprise customers via its global data network backbone. The Service Delivery team manages an average WIP of 3,500 customer projects daily, with annual revenues of approx. $4.7 billion world-wide (as of year-end 2010). Directed daily provisioning operations; supervising six provisioning teams consisting of 65 individuals in the U.S. Supported 130+ upstream project managers, and 100+ network engineers, in North & South America, Europe, and Asia-Pacific. 7.a Packet Pg. 182 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 19  Defined and led multiple process improvement projects with statistically significant improvements in cycle-time and variance. Received a Customer Service Excellence award for these improvement projects; awarded to less than 0.1% of employees world-wide.  Developed a variety of tools and reports to help detect, control, eliminate, and mitigate process errors, as well as improve flow and cycle time.  Used quantitative data to analyze operational trends and develop and implement strategic quality improvement projects.  Developed and provided training to hundreds of employees in North & South America, Europe, and Asia-Pacific.  Provided regular progress reports and presentations on quality improvement projects to the division VP and other senior management. Other job functions at AT&T:  Transport Manager (03-06) - Primarily responsible for ensuring delivery of network services (circuits and PVCs) for client projects.  Circuit Build Coordinator (01-03) Primarily responsible for data circuit engineering and circuit delivery.  Circuit Order Writer (99-01) Primarily responsible for placing vendor purchase orders for data circuits. Technical Service Manager TJS Electronics & Peripherals Inc., Bradford, CT February 1997 – May 1999  Tested and assembled product for delivery. Managed product returns and customer service for enterprise clients. Provided training and support to customers as needed.  Slashed average daily inventories by USD $50,000 per month (or 5% of annual revenues) through Just-In-Time/Toyota Production System techniques.  Co-developed one of the first USB external hard discs. Education:  M.A., INTERNATIONAL BUSINESS, Ecole Supérieure de Commerce de Rennes, Sep ’10 – Apr ’12  M.A., INTERNATIONAL BUSINESS, Open University, Sep ’10 – Apr ’12  B.S., INTERNATIONAL BUSINESS, Quinnipiac University, Aug ’03 – Jan ‘08  Magna Cum Laude Certificates:  Lean Six Sigma Black Belt, Pyzdek Institute LLC Sep ‘14  Lean Six-Sigma Green Belt, AT&T (Juran Institute) Oct ‘08  Lean Six-Sigma Yellow Belt, AT&T (Juran Institute) Apr ‘08 7.a Packet Pg. 183 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 20 CITYGATE ASSOCIATES, LLC DAVID C. DEROOS, CMC, MPA Mr. DeRoos is the President of Citygate Associates. He earned his undergraduate degree in Political Science/Public Service (Phi Beta Kappa) from the University of California, Davis and holds a Master of Public Administration degree from the University of Southern California. Mr. DeRoos has over five years of operational experience as a local government administrator in budgeting, personnel, and land use planning, as well as thirty years of consulting experience performing operations and management reviews of local government functions. Prior to becoming a Principal in Citygate in 1991 he was a Senior Manager in the local government consulting division of Ernst & Young. Relevant Experience Includes:  For each of the Citygate public safety projects shown below, Mr. DeRoos reviewed work products and was responsible for ensuring that each project was conducted smoothly and efficiently within the schedule and budget allocated, and that the project deliverables were in conformance to Citygate’s and the client’s quality standards.  Served in an oversight capacity to perform a comprehensive public safety deployment and performance review of the Police and Fire Departments for the City of Glendale, AZ.  Currently serving in an oversight capacity to perform a comprehensive services delivery and staffing review for the City of Eloy, AZ.  Currently serving in an oversight capacity to perform a comprehensive services delivery and staffing review of the Monterey County Sheriff’s Department.  Served as in an oversight capacity for a Fire Master Plan and Standards of Response Cover Deployment analysis for the City of San Luis Obispo, CA.  Served in an oversight capacity for an organizational assessment of the City of San Luis Obispo Community Development Department. Citygate also provided implementation assistance to the City.  Recently served in an oversight capacity to provide customer service consulting for the Community Development Department’s Building and Safety Division for the City of San Luis Obispo.  Served in an oversight capacity for a Management Review of the Police Department for the City of Maricopa, AZ.  Served in an oversight capacity for Citygate’s review of the Goodyear, AZ Police Department.  Served in an oversight capacity for a patrol division work load and alternative scheduling plan for the Santa Monica Police Department.  Served in an oversight capacity for a law enforcement cost study for new development for Placer County. Citygate was contracted by Placer County to recommend a law enforcement operational plan for each of three new 7.a Packet Pg. 184 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 21 developments planned for the County: Placer Vineyards, De La Salle, and Placer Ranch.  Served in an oversight capacity for Citygate’s high-level assessment of the feasibility of fire agency consolidation for the cities of Monterey, Pacific Grove, and Carmel.  Served in an oversight capacity for a police services consolidation or contract for shared services analysis for the cities of Brea, Buena Park, Fullerton, La Habra and Yorba Linda.  Served in an oversight capacity for the City of Rancho Cucamonga Police Services Analysis.  Served in an oversight capacity for a police dispatch shared services analysis for the cities of Brea, Buena Park, Fullerton, La Habra and Placentia.  Served in an oversight capacity for Citygate’s police department consolidation feasibility assessment for the cities of Burlingame and San Mateo, CA.  Served as Project Director for California’s statewide Parole Agent III workload and staffing study. The scope of the study involved the identification of social service- and correctional-related tasks; the frequency and time required for completion; the determination of required staffing levels; and the development of formulae for determining sufficient supervisory staffing levels.  Performed eight General Management and Operations Studies for the City of Corona’s Police Department, Fire Department, Management Services Department (including Human Resources), Housing and Development Department, Building and Planning Departments, Public Works Department, Utility Services Department, and Public Library. These studies examined such crucial factors as performance measures, organizational structure, human resource management and allocation, department policies and procedures, strategy and planning, leadership, operations, resource allocation, training, and management information systems. Mr. DeRoos is a member of several professional and civic associations. He has taught for the U.C. Davis Extension College and for graduate classes in Public Administration, Administrative Theory and Labor Relations for Golden Gate University, and Non Profit and Association Management for the University of Southern California. He speaks and trains frequently on the topic of Leadership, Character and Values, and has also been a speaker for the American Planning Association (APA), written for the California APA Newsletter and the California Redevelopment Journal, and has been a speaker on redevelopment, Base Closures, and related issues across the US. Mr. DeRoos holds a certificate in Public Sector Labor Management Relations from U.C. Davis, and is a Certified Management Consultant (CMC). 7.a Packet Pg. 185 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 22 CITYGATE ASSOCIATES, LLC STEWART W. GARY, MPA Chief Gary is the Public Safety Principal for Citygate Associates. He is currently directing the Rancho Cucamonga police services analysis, recently directed the Hesperia partners JPA feasibility study, and has been working on public safety studies of all types for over a decade. Chief Gary is the retired Fire Chief of the Livermore-Pleasanton Fire Department in Alameda County, California. Over the last fourteen years, he has performed over 250 organizational, staffing, and deployment studies. He has worked with The Omega Group for over a decade and understands how to draw staffing and deployment conclusions from data. Mr. Gary has both a Bachelor’s and Master’s degree in Public Administration from San Diego State University. He holds an Associate in Fire Science Degree from Miramar Community College in San Diego, a Certificate in Fire Protection Administration from San Diego State, and he has attended hundreds of hours of seminar course work in fire protection. Mr. Gary has served in elected professional positions, including: President, California League of Cities, Fire Chiefs Department and Chairperson, San Diego County Paramedic Agencies. He has been involved in progressive responsibility for creating or implementing public safety policy on the local, state and national levels. He has served as a Board Member representing cities on the California Office of Emergency Services-Firescope Board, and served two terms as the Fire Chief representative on the California League of Cities Board of Directors. Mr. Gary served on the Livermore School District Board, and presently serves as an elected official on the City of Livermore City Council. Consulting Experience Includes: Since starting his consulting career with Citygate Associates in 2001, Chief Gary has successfully worked on, managed or directed over 280 consulting projects. Some of the highlights and recent projects are:  For all Citygate Public Safety projects, Mr. Gary has served as our Public Safety Practice Principal.  Served as Project Manager for a Standards of Response Cover deployment analysis and Fire Master Plan for the City of San Luis Obispo, CA.  Served as Fire Practice principal and project Director for a Fire Services Master Plan update for the City of San Luis Obispo, CA.  Currently serving as Public Safety Principal to perform a comprehensive services delivery and staffing review for the City of Eloy, AZ.  Currently serving as Public Safety Principal to perform a comprehensive services delivery and staffing review of the Monterey County Sheriff’s Department.  Served as Public Safety Principal to perform a comprehensive public safety deployment and performance review of the Police and Fire Departments for the City of Glendale, AZ.  Served as Public Safety Principal for a patrol division work load and alternative scheduling plan for the Santa Monica Police Department. 7.a Packet Pg. 186 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 23  Served as Fire Practice Principal and Project Director for a police services consolidation or contract for shared services analysis for the cities of Brea, Buena Park, Fullerton, La Habra and Yorba Linda.  Served as Fire Practice Principal and Project Director for a police dispatch shared services analysis for the cities of Brea, Buena Park, Fullerton, La Habra and Placentia.  Served as Project Manager for the Master Needs Assessment for the City of Cloverdale Police and Fire Development Impact Fees.  Currently serving as Public Safety Principal for a fire and police service impacts for the Millbrae Station Area Plan.  Served as Project Manager, Fire Practice Principal, and Merger Specialist for the City of Rancho Cucamonga Police Services Analysis.  Currently serving as Public Safety Principal and Project Manager to conduct a comprehensive fiscal feasibility analysis and to facilitate the development of a governance and Joint powers Authority (JPA) agreement for the formation of a 9- 1-1 Emergency Communications JPA for the Monterey County public safety agencies.  Served as Public Safety Practice Principal for Citygate’s police department consolidation feasibility assessment for the Cities of Burlingame and San Mateo, CA.  Served as Project Director to conduct a strategic planning process for the Los Angeles County Fire Chiefs Association to provide a framework for regionalizing training across all 31 fire departments in the area. Other non-Citygate Relevant Experience Includes:  In 2002, Mr. Gary led a seminar that taught the Standards of Response Cover (SOC) methodology to members of the Clark County Fire Department.  In 2000, Mr. Gary was the lead deployment consultant on a team that developed a new strategic plan for the San Jose Fire Department. The final plan, which used the accreditation system methods and Standards of Response Coverage tools, was well received by the Department and City Council, which accepted the new strategic plan on a 9-0 vote.  In 1996, Mr. Gary successfully studied and then facilitated the peer-to-peer merger of the Livermore and Pleasanton Fire Departments into one seamless ten- company department for which he served as Chief. The LPFD represents one of the few successful city-to-city fire mergers in California. The LPFD consisted of 128 total personnel with an operating budget for FY 00/01 of $18M. Service was provided from eight stations and a training facility, and two additional stations were under construction.  In 1995, Mr. Gary began working with the International Association of Fire Chiefs and International City Management Association Accreditation project on the Standards of Cover system for fire service deployment. He re-worked the 7.a Packet Pg. 187 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y ) Appendix B—Project Team Resumes Page 24 material into a California manual and annually taught a 40-hour course for the California Fire Academy for many years. He conducts seminars on this deployment methodology for the International Fire Chiefs across the United States and Canada.  Mr. Gary has been a speaker on the proper design of information systems at several seminars for the California League of Cities and the Fortune 100. He has authored articles on technology and deployment for national service publications. Instructor and Lecturer:  Instructor and lecturer on Fire Service Deployment for the Commission on Fire Accreditation (now the Center for Public Safety Excellence) Standards of Cover Methodology. Over the last five years, Mr. Gary has presented one-day workshops across the U.S. and Canada to fire chiefs. Presentations have included:  The International Association of Fire Chiefs Convention;  U.S. Navy Fire Chiefs in Norfolk, Virginia;  U.S. Air Force Fire Chiefs at the USAF Academy, Colorado Springs, Colorado;  Seattle area Fire Chiefs;  Vancouver British Columbia Fire Chiefs Association;  The Michigan/Indiana Fire Chiefs Association School at Notre Dame University;  The California Fire training Officers annual workshop.  Developed and taught for seven years, the 40-hour course in fire deployment methods for the California Fire Academy. Over 250 fire officers have been trained in this course. 7.a Packet Pg. 188 At t a c h m e n t : a - C i t y g a t e - S a n L u i s O b i s p o P o l i c e R e v i e w P r o p o s a l ( 0 7 - 1 4 - 1 6 ) ( 1 4 3 3 : P o l i c e w o r k l o a d / s t a f f i n g s t u d y )