HomeMy Public PortalAbout15) 7.K. Consultant Services Agreement with Corporate Leadership GroupDATE: June 18, 2013
AGENDA
ITEM 7X
MANAGEMENT SERVICES DEPARTMENT
TO: The Honorable City Council
MEMORANDUM
FROM: Jose E. Pulido, City Manage
By: Giselle Corella, Execut Assistant to the City Manager
SUBJECT: CONSULTANT SERVICES AGREEMENT WITH CORPORATE
LEADERSHIP GROUP, LLC
RECOMMENDATION:
The City Council is requested to:
a) Award a Consultant Services Agreement with Corporate Leadership Group, LLC
for team building and executive coaching/mentoring consultant services (Attachment
"A") not to exceed $70,000; and
b) Authorize the City Manager to finalize and execute the Consultant Services
Agreement with Corporate Leadership Group, LLC.
BACKGROUND:
On May 8, 2010, the City Council directed the City Manager to proceed with
changing the City organization from status quo to a high performance organization
during a Goal Setting and Strategic Planning discussion.
2. On February 6, 2013, the City issued a Request for Proposals (RFP) (Attachment
"B") for a Local Government Strategic Planning Consultant to assist the City in the
development of a City Strategic Plan and Professional Services Consultant Services
for variety of tasks including team building and executive coaching/mentoring.
3. On March 11, 2013, the City received seven proposals from: RBF Consulting,
Novak Consulting Group, Corporate Leadership Group, Y -Change Group, Lilley
Planning Group, Mejorando Group, and Mercer Group. Staff (i.e., City Manager
Jose Pulido, Administrative Services Director Tracey Hause, Community
Development Director Mark Persico, Assistant to the City Manager Brian Haworth,
and Executive Assistant to the City Manager Giselle Corella) completed a review of
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the proposals.
4. On March 28, 2013, the City's selection committee (i.e., City Manager Jose Pulido,
Administrative Services Director Tracey Hause, Community Development Director
Mark Persico, and Executive Assistant to the City Manager Giselle Corella)
interviewed representatives from the selected firms. The selection committee
determined that the proposal from Lilley Planning Group offered the most
innovative and personalized approach to developing a City Strategic Plan and
while the Corporate Leadership Group, LLC provided the best consultant services
for team building and executive coaching/mentoring to facilitate the development of
the City Department Workplans and the annual City Council capacity building and
quarterly meetings (Attachment "C").
5. On April 19, 2013, the Strategic Planning Ad Hoc Committee (i.e., Mayor Pro Tem
Blum and Councilmember Yu) met with the City Manager and Community
Development Manager to discuss the recommendations made by the selection
committee.
6. On June 4, 2013, the City Council approved the Consultant Services Agreement
not to exceed $40,000 (i.e., $40,000 appropriated in Fiscal Year 2012-13 City
Budget) with Lilley Planning Group to develop the inaugural City Strategic Plan.
Additionally, the City Council approved the Fiscal Year (FY) 2013-14 City Budget,
which included appropriations for the development of City Department Workplans
and annual City Council capacity building and quarterly meetings to compliment
the development of the City Strategic Plan.
ANALYSIS:
The City Council has recently approved a Consultant Services Agreement with Lilley
Planning Group (i.e., June 4, 2013 Regular City Council Meeting) to develop and
implement an inaugural City Strategic Plan. The inaugural City Strategic Plan will
include benchmarks or milestones that measure the City's progress toward achieving its
strategic goals/City Initiatives. A City Strategic Plan will indentify the community's vision
and goals for the City in the next 20 years which help the City Council and staff
recognize what the community identifies as priorities among the City's various strategic
goals/initiatives. While the executive coaching/mentoring activities will complement the
development of the City Strategic Plan, the City's Department Workplans, and the
annual City Council capacity building and quarterly meetings, are separate processes
from the City Strategic Plan and Implementation Plan facilitated by the Lilley Planning
Group for the community.
To ensure the successful implementation of the City Strategic Plan, team building and
executive coaching/mentoring for City Council and staff are important. The team
building and executive coaching/mentoring for City Council and staff will compliment the
City Strategic Plan process by defining roles and responsibilities of the City Council and
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staff for its execution. Alongside the City Strategic Plan's Implementation Plan, the City
Department Workplans as well as the annual City Council capacity building and
quarterly meetings (also known as City Council Forums) will address the following
through the Advanced Disciplined Management Process (AMP): remove operational
and systems barriers to successfully achieve City Council goals and objectives; improve
goal setting and accountability among all departments and staff; improve collaboration
and performance among the City Manager and Department Directors; and training for
all City staff for improved communication and management techniques.
More specifically, the benefits of the AMP process facilitated and developed by
Corporate Leadership Group include six main components:
Third Party Accountability
Corporate Leadership Group will act as an outside consultant with extensive,
proven leadership experience to facilitate monthly AMP - accountability and
coaching meetings with City staff and management. Corporate Leadership Group
has acted as the facilitator for the City's Department Workplans and Council
Forums in FY 2012-13, through their facilitation, the City has achieved some
successes including: Rosemead Boulevard Safety Enhancement and
Beautification Project; Las Tunas Drive Beautification and Safety Enhancement
Project; Gateway Project; Bicycle Master Plan; Comprehensive Downtown
Parking Strategic Plan; Traffic Calming Master Plan; and the Parks and Open
Master Plan.
Customized Business Tools
Customized business tools (i.e., strategic plans, measurable goals and key
performance indicators) are developed together (i.e., staff and consultant) with
time focused deadlines as the basis for these meetings. In the monthly AMP
meetings, every staff and management member are held accountable to the
established goals. Team coaching also takes place to ensure that team
members learn how to achieve goals more effectively and in a timely manner.
Increased accountability results in cultural change and improved performance as
the meetings progress throughout the year. The use of customized business
tools also provide for a new common language of achievement and execution in
the City and among the employees. In short, the AMP process with the presence
of a neutral outside third party leader results in accountability to the City that
cannot be attained with inside employees.
Checks and Balances
The AMP process is based on the checks and balances government principle
(Attachment "D"). The process forms a circle of accountability between
leadership, staff and City Council whereby each stakeholder group reviews and
gives guidance on progress and execution of City Strategic Initiatives and Goals.
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The checks and balances process is inherent throughout the AMP Process which
increases transparency between the City and the public sector as results are
summarized, reported on and reviewed.
Accountability from Council down to Staff
A common language of goal achievement is developed for everyone involved.
Accountability to achieve all stated goals is the focus of every AMP meeting. The
consultant will hold the key stake holder groups (i.e., staff members,
management and City Council) accountable across the board to achieve the
established goals. The City Strategic Plan and all operational objectives
become the focal point of achievement. This is achieved by coaching each team
member how to overcome barriers to goal achievement and attain success. To
do so, Corporate Leadership Group will also use assessment/survey tools, video
training and customized workshops as an exciting way to achieve the goal of
improving accountability.
City Strategic Plan Deployment
City leaders and strategic planning organizations universally agree that the most
important part of the strategic planning process is the deployment and execution
of the City Strategic Plan. Otherwise, plans remain as "words on paper" and
become non-productive. The AMP process includes assimilating the City
Strategic Plan by breaking down the key initiatives into monthly executable goals
and tasks. As each initiative is funded, the initiative moves to the internal
working plan (i.e., Department Workplan) and is then developed into an
executable goal. The goal is then given to the appropriate team/team member
who is held accountable for timely execution.
City Department Workplans — How it works
In many municipalities there is a clear disconnect between the execution of the
"City Strategic Plan goals" and the execution of goals related to City operations.
To overcome delays and barriers to achievement that can result from the
demanding daily operations, the City of Temple City has practiced the use of
Department Workplans. Department Workplans translates all operational
objectives into strategic initiatives with sub -goals and goals for each department
(e.g., Parks and Recreation, Finance, Planning and Management Services
Administration). Department Workplans are popular and a highly successful tool
because it improves goal execution across the board for the City as a whole.
The City Department Workplan monthly meetings result in a high level of
teamwork and improved cohesiveness.
As described above, the Corporate Leadership Group along with the AMP Disciplined
Management Process can result in the solid implementation of the City Strategic Plan,
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June 18, 2013
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City Department Workplans, and City Council forums. The process creates a flow of
execution from City Council review to City Management direction to staff
implementation. The process is not only a benefit in building staff performance, but it
also benefits in the performance evaluation and review component for each staff
member.
Re-IMPIM 0
The City Council is requested to approve a Consultant Services Agreement with
Corporate Leadership Group, LLC for professional services for team building and
executive coaching/mentoring which include the facilitation of City Council Forums and
City monthly Department Workplans.
On June 4, 2013, the City Council approved the Fiscal Year (FY) 2013-14 City Budget
which included a $20,000 appropriation for City Council capacity building and quarterly
meetings; and a $50,000 appropriation for City Department Workplans. Therefore, staff
is recommending a total specific agreement amount with Corporate Leadership Group,
LLC not to exceed $70,000.
ATTACHMENTS:
A. Draft Contract Services Agreement between the City of Temple City and Corporate
Leadership Group, LLC
B. Request for Proposals (RFP) for Local Government Strategic Planning Consultant
C. Corporate Leadership Group proposal (dated March 11, 2013)
D. AMP Disciplined Management Process
ATTACHMENT "A"
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THE CITY OF TEMPLE CITY,
a municipal corporation
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AGREEMENT FOR CONSULTANT SERVICES
BETWEEN
THE CITY OF TEMPLE CITY, CALIFORNIA
AND
CORPORATE LEADERSHIP GROUP, LLC
This Agreement for Consultant Services ("Agreement") is entered into as of this
day of 2013 by and between the City of TEMPLE CITY, a municipal corporation
("City") and , a ('Consultant"). City and
Consultant are sometimes hereinafter individually referred to as "Party" and hereinafter
collectively referred to as the "Parties."
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A. City has sought, by issuance of a Request for Proposals or Invitation for Bids, the
performance of the services defined and described particularly in Section 2 of this Agreement.
B. Consultant, following submission of a proposal or bid for the performance of the
services defined and described particularly in Section 2 of this Agreement, was selected by the
City to perform those services.
C. Pursuant to the City of Temple City's Municipal Code, City has authority to enter
into this Consultant Services Agreement and the City Manager has authority to execute this
Agreement.
D. The Parties desire to formalize the selection of Consultant for performance of
those services defined and described particularly in Section 2 of this Agreement and desire that
the terms of that performance be as particularly defined and described herein.
OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by
the Parties and contained here and other consideration, the value and adequacy of which are
hereby acknowledged, the parties agree as follows:
Subject to the provisions of Section 20 "Termination of Agreement" of this Agreement,
the scope of services set forth in Exhibit "A" "Scope of Services" shall be completed pursuant to
the schedule specified in Exhibit "A." Should the scope of services not be completed pursuant to
that schedule, the Consultant shall be deemed to be in Default of this Agreement pursuant to
Section 21 of this Agreement. The City, in its sole discretion, may choose not to enforce the
Default provisions of this Agreement and may instead allow Consultant to continue performing
the scope of services until such services are complete.
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SECTION 2. SCOPE OF SERVICES.
Consultant agrees to perform the services set forth in Exhibit "A" "Scope of Services"
and made a part of this Agreement.
SECTION 3. ADDITIONAL SERVICES.
Consultant shall not be compensated for any services rendered in connection with its
performance of this Agreement which are in addition to or outside of those set forth in this
Agreement or listed in Exhibit "A" "Scope of Services," unless such additional services are
authorized in advance and in writing by the City Council or City Manager of City. Consultant
shall be compensated for any such additional services in the amounts and in the manner agreed to
by the City Council or City Manager.
SECTION 4. COMPENSATION AND METHOD OF PAYMENT.
(a) Subject to any limitations set forth in this Agreement, City agrees to pay
Consultant the amounts specified in Exhibit 'B" "Compensation" and made a part of this
Agreement. The total compensation, including reimbursement for actual expenses, shall not
exceed seventy thousand dollars ($70,000), unless additional compensation is approved in
writing by the City Council or City Manager.
(b) Each month Consultant shall furnish to City an original invoice for all work
performed and expenses incurred during the preceding month. The invoice shall detail charges
by the following categories: labor (by sub -category), travel, materials, equipment, supplies, and
sub -consultant contracts. Sub -consultant charges shall be detailed by the following categories:
labor, travel, materials, equipment and supplies. City shall independently review each invoice
submitted by the Consultant to determine whether the work performed and expenses incurred are
in compliance with the provisions of this Agreement. In the event that no charges or expenses
are disputed, the invoice shall be approved and paid according to the terms set forth in subsection
(c). In the event any charges or expenses are disputed by City, the original invoice shall be
returned by City to Consultant for correction and resubmission.
(c) Except as to any charges for work performed or expenses incurred by Consultant
which are disputed by City, City will use its best efforts to cause Consultant to be paid within
forty-five (45) days of receipt of Consultant's correct and undisputed invoice.
(d) Payment to Consultant for work performed pursuant to this Agreement shall not
be deemed to waive any defects in work performed by Consultant.
SECTION 5. INSPECTION AND FINAL ACCEPTANCE.
City may inspect and accept or reject any of Consultant's work under this Agreement,
either during performance or when completed. City shall reject or finally accept Consultant's
work within sixty (60) days after submitted to City. City shall reject work by a timely written
explanation, otherwise Consultant's work shall be deemed to have been accepted. City's
acceptance shall be conclusive as to such work except with respect to latent defects, fraud and
such gross mistakes as amount to fraud. Acceptance of any of Consultant's work by City shall
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not constitute a waiver of any of the provisions of this Agreement including, but not limited to,
sections 16 and 17, pertaining to indemnification and insurance, respectively.
SECTION 6. OWNERSHIP OF DOCUMENTS.
All original maps, models, designs, drawings, photographs, studies, surveys, reports,
data, notes, computer files, files and other documents prepared, developed or discovered by
Consultant in the course of providing any services pursuant to this Agreement shall become the
sole property of City and may be used, reused or otherwise disposed of by City without the
permission of the Consultant. Upon completion, expiration or termination of this Agreement,
Consultant shall turn over to City all such original maps, models, designs, drawings,
photographs, studies, surveys, reports, data, notes, computer files, files and other documents.
If and to the extent that City utilizes for any purpose not related to this Agreement any
maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer
files, files or other documents prepared, developed or discovered by Consultant in the course of
providing any services pursuant to this Agreement, Consultant's guarantees and warrants related
to Standard of Performance and found in Section 9 of this Agreement shall not extend to such
use of the maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes,
computer files, files or other documents.
SECTION 7. CONSULTANT'S BOOKS AND RECORDS.
(a) Consultant shall maintain any and all documents and records demonstrating or
relating to Consultant's performance of services pursuant to this Agreement. Consultant shall
maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, or other
documents or records evidencing or relating to work, services, expenditures and disbursements
charged to City pursuant to this Agreement. Any and all such documents or records shall be
maintained in accordance with generally accepted accounting principles and shall be sufficiently
complete and detailed so as to permit an accurate evaluation of the services provided by
Consultant pursuant to this Agreement. Any and all such documents or records shall be
maintained for three years from the date of execution of this Agreement and to the extent
required by laws relating to audits of public agencies and their expenditures.
(b) Any and all records or documents required to be maintained pursuant to this
section shall be made available for inspection, audit and copying, at any time during regular
business hours, upon request by City or its designated representative. Copies of such documents
or records shall be provided directly to the City for inspection, audit and copying when it is
practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and
records shall be made available at Consultant's address indicated for receipt of notices in this
Agreement.
(c) Where City has reason to believe that any of the documents or records required to
be maintained pursuant to this section may be lost or discarded due to dissolution or termination
of Consultant's business, City may, by written request, require that custody of such documents or
records be given to the City and that such documents and records be maintained by the
requesting party. Access to such documents and records shall be granted to City, as well as to its
successors -in -interest and authorized representatives.
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SECTION 8. STATUS OF CONSULTANT.
(a) Consultant is and shall at all times remain a wholly independent contractor and
not an officer, employee or agent of City. Consultant shall have no authority to bind City in any
manner, nor to incur any obligation, debt or liability of any kind on behalf of or against City,
whether by contract or otherwise, unless such authority is expressly conferred under this
AGREEMENT or is otherwise expressly conferred in writing by City.
(b) The personnel performing the services under this Agreement on behalf of
Consultant shall at all times be under Consultant's exclusive direction and control. Neither City,
nor any elected or appointed boards, officers, officials, employees or agents of City, shall have
control over the conduct of Consultant or any of Consultant's officers, employees, or agents
except as set forth in this Agreement. Consultant shall not at any time or in any manner
represent that Consultant or any of Consultant's officers, employees, or agents are in any manner
officials, officers, employees or agents of City.
(c) Neither Consultant , nor any of Consultant's officers, employees or agents, shall
obtain any rights to retirement, health care or any other benefits which may otherwise accrue to
City's employees. Consultant expressly waives any claim Consultant may have to any such
rights.
SECTION 9. STANDARD OF PERFORMANCE.
Consultant represents and warrants that it has the qualifications, experience and facilities
necessary to properly perform the services required under this Agreement in a thorough,
competent and professional manner. Consultant shall at all times faithfully, competently and to
the best of its ability, experience and talent, perform all services described herein. In meeting its
obligations under this Agreement, Consultant shall employ, at a minimum, generally accepted
standards and practices utilized by persons engaged in providing services similar to those
required of Consultant under this Agreement.
If and to the extent that City utilizes for any purpose not related to this Agreement any
maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer
files, files or other documents prepared, developed or discovered by Consultant in the course of
providing any services pursuant to this Agreement, Consultant's guarantees and warranties
related to Standard of Performance shall not extend to such use of the maps, models, designs,
drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other
documents.
SECTION 10. COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND
LICENSES.
Consultant shall keep itself informed of and comply with all applicable federal, state and
local laws, statutes, codes, ordinances, regulations and rules in effect during the term of this
Agreement. Consultant shall obtain any and all licenses, permits and authorizations necessary to
perform the services set forth in this Agreement. Neither City, nor any elected or appointed
boards, officers, officials, employees or agents of City, shall be liable, at law or in equity, as a
result of any failure of Consultant to comply with this section.
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SECTION 11. PREVAILING WAGE LAWS
It is the understanding of City and Consultant that California prevailing wage laws do not
apply to this Agreement because the Agreement does not involve any of the following services
subject to prevailing wage rates pursuant to the California Labor Code or regulations
promulgated thereunder: Construction, alteration, demolition, installation, or repair work
performed on public buildings, facilities, streets or sewers done under contract and paid for in
whole or in part out of public funds. In this context, "construction" includes work performed
during the design and preconstruction phases of construction including, but not limited to,
inspection and land surveying work.
SECTION 12. NONDISCRIMINATION.
Consultant shall not discriminate, in any way, against any person on the basis of race,
color, religious creed, national origin, ancestry, sex, age, physical handicap, medical condition or
marital status in connection with or related to the performance of this Agreement.
SECTION 13. UNAUTHORIZED ALIENS.
Consultant hereby promises and agrees to comply with all of the provisions of the Federal
Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et sec., as amended, and in connection
therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ
such unauthorized aliens for the performance of work and/or services covered by this
Agreement, and should the any liability or sanctions be imposed against City for such use of
unauthorized aliens, Consultant hereby agrees to and shall reimburse City for the cost of all such
liabilities or sanctions imposed, together with any and all costs, including attorneys' fees,
incurred by City.
SECTION 14. CONFLICTS OF INTEREST.
(a) Consultant covenants that neither it, nor any officer or principal of its firm, has or
shall acquire any interest, directly or indirectly, which would conflict in any manner with the
interests of City or which would in any way hinder Consultant's performance of services under
this Agreement. Consultant further covenants that in the performance of this Agreement, no
person having any such interest shall be employed by it as an officer, employee, agent or
subcontractor without the express written consent of the City Manager. Consultant agrees to at
all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests
of City in the performance of this Agreement.
(b) City understands and acknowledges that Consultant is, as of the date of execution
of this Agreement, independently involved in the performance of non -related services for other
governmental agencies and private parties. Consultant is unaware of any stated position of City
relative to such projects. Any future position of City on such projects shall not be considered a
conflict of interest for purposes of this section.
(c) City understands and acknowledges that Consultant will, perform non -related
services for other governmental agencies and private parties following the completion of the
scope of work under this Agreement. Any such future service shall not be considered a conflict
of interest for purposes of this section.
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SECTION 15. CONFIDENTIAL INFORMATION; RELEASE OF INFORMATION.
(a) All information gained or work product produced by Consultant in performance
of this Agreement shall be considered confidential, unless such information is in the public
domain or already known to Consultant. Consultant shall not release or disclose any such
information or work product to persons or entities other than City without prior written
authorization from the City Manager, except as may be required by law.
(b) Consultant, its officers, employees, agents or subcontractors, shall not, without
prior written authorization from the City Manager or unless requested by the City Attorney of
City, voluntarily provide declarations, letters of support, testimony at depositions, response to
interrogatories or other information concerning the work performed under this Agreement.
Response to a subpoena or court order shall not be considered 'voluntary" provided Consultant
gives City notice of such court order or subpoena.
(c) If Consultant, or any officer, employee, agent or subcontractor of Consultant,
provides any information or work product in violation of this Agreement, then City shall have
the right to reimbursement and indemnity from Consultant for any damages, costs and fees,
including attorneys fees, caused by or incurred as a result of Consultant's conduct.
(d) Consultant shall promptly notify City should Consultant , its officers, employees,
agents or subcontractors be served with any summons, complaint, subpoena, notice of
deposition, request for documents, interrogatories, request for admissions or other discovery
request, court order or subpoena from any party regarding this Agreement and the work
performed thereunder. City retains the right, but has no obligation, to represent Consultant or be
present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully
with City and to provide City with the opportunity to review any response to discovery requests
provided by Consultant. However, this right to review any such response does not imply or
mean the right by City to control, direct, or rewrite said response.
SECTION 16. INDEMNIFICATION.
(a) Indemnification for Professional Liabilitv. Where the law establishes a
professional standard of care for Consultant's Services, to the fullest extent permitted by law,
Consultant shall indemnify, protect, defend and hold harmless City and any and all of its
officials, employees and agents ("Indemnified Parties") from and against any and all losses,
liabilities, damages, costs and expenses, including attorney's fees and costs to the extent same
are caused in whole or in part by any negligent or wrongful act, error or omission of Consultant,
its officers, agents, employees or sub -consultants (or any entity or individual that Consultant
shall bear the legal liability thereof) in the performance of professional services under this
Agreement.
(b) Indemnification for Other than Professional Liabilitv. Other than in the
performance of professional services and to the full extent permitted by law, Consultant shall
indemnify, protect, defend and hold harmless City, and any and all of its employees, officials and
agents from and against any liability (including liability for claims, suits, actions, arbitration
proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any
kind, whether actual, alleged or threatened, including attorneys fees and costs, court costs,
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interest, defense costs, and expert witness fees), where the same arise out of, are a consequence
of, or are in any way attributable to, in whole or in part, the performance of this Agreement by
Consultant or by any individual or entity for which Consultant is legally liable, including but not
limited to officers, agents, employees or sub -contractors of Consultant.
(c) General Indemnification Provisions. Consultant agrees to obtain executed
indemnity Agreements with provisions identical to those set forth here in this section from each
and every sub -contractor or any other person or entity involved by, for, with or on behalf of
Consultant in the performance of this Agreement. In the event Consultant fails to obtain such
indemnity obligations from others as required here, Consultant agrees to be fully responsible
according to the terms of this section. Failure of City to monitor compliance with these
requirements imposes no additional obligations on City and will in no way act as a waiver of any
rights hereunder. This obligation to indemnify and defend City as set forth here is binding on the
successors, assigns or heirs of Consultant and shall survive the termination of this Agreement or
this section.
(d) Limitation of Indemnification. Notwithstanding any provision of this Section 16
[Indemnification] to the contrary, design professionals are required to defend and indemnify the
City only to the extent permitted by Civil Code Section 2782.8, which limits the liability of a
design professional to claims, suits, actions, arbitration proceedings, administrative proceedings,
regulatory proceedings, losses, expenses or costs that arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the design professional. The term "design
professional," as defined in Section 2782.8, is limited to licensed architects, licensed landscape
architects, registered professional engineers, professional land surveyors, and the business
entities that offer such services in accordance with the applicable provisions of the California
Business and Professions Code.
(e) The provisions of this section do not apply to claims occurring as a result of
City's sole negligence. The provisions of this section shall not release City from liability arising
from gross negligence or willful acts or omissions of City or any and all of its officials,
employees and agents.
SECTION 17. INSURANCE.
Consultant agrees to obtain and maintain in full force and effect during the term of this
Agreement the insurance policies set forth in Exhibit `C" "Insurance" and made a part of this
Agreement. All insurance policies shall be subject to approval by City as to form and content.
These requirements are subject to amendment or waiver if so approved in writing by the City
Manager. Consultant agrees to provide City with copies of required policies upon request.
SECTION 18. ASSIGNMENT.
The expertise and experience of Consultant are material considerations for this
Agreement. City has an interest in the qualifications of and capability of the persons and entities
who will fulfill the duties and obligations imposed upon Consultant under this Agreement. In
recognition of that interest, Consultant shall not assign or transfer this Agreement or any portion
of this Agreement or the performance of any of Consultant's duties or obligations under this
Agreement without the prior written consent of the City Council. Any attempted assignment
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shall be ineffective, null and void, and shall constitute a material breach of this Agreement
entitling City to any and all remedies at law or in equity, including summary termination of this
Agreement. City acknowledges, however, that Consultant, in the performance of its duties
pursuant to this Agreement, may utilize subcontractors.
SECTION 19. CONTINUITY OF PERSONNEL.
Consultant shall make every reasonable effort to maintain the stability and continuity of
Consultant's staff and subcontractors, if any, assigned to perform the services required under this
Agreement. Consultant shall notify City of any changes in Consultant's staff and subcontractors,
if any, assigned to perform the services required under this Agreement, prior to and during any
such performance.
SECTION 20. TERMINATION OF AGREEMENT.
(a) City may terminate this Agreement, with or without cause, at any time by giving
thirty (30) days written notice of termination to Consultant. In the event such notice is given,
Consultant shall cease immediately all work in progress.
(b) Consultant may terminate this Agreement for cause at any time upon thirty (30)
days written notice of termination to City.
(c) If either Consultant or City fail to perform any material obligation under this
Agreement, then, in addition to any other remedies, either Consultant, or City may terminate this
Agreement immediately upon written notice.
(d) Upon termination of this Agreement by either Consultant or City, all property
belonging exclusively to City which is in Consultant's possession shall be returned to City.
Consultant shall furnish to City a final invoice for work performed and expenses incurred by
Consultant, prepared as set forth in Section 4 of this Agreement. This final invoice shall be
reviewed and paid in the same manner as set forth in Section 4 of this Agreement.
SECTION 21. DEFAULT.
In the event that Consultant is in default under the terms of this Agreement, the City shall
not have any obligation or duty to continue compensating Consultant for any work performed
after the date of default. Instead, the City may give notice to Consultant of the default and the
reasons for the default. The notice shall include the timeframe in which Consultant may cure the
default. This timeframe is presumptively thirty (30) days, but may be extended, though not
reduced, if circumstances warrant. During the period of time that Consultant is in default, the
City shall hold all invoices and shall, when the default is cured, proceed with payment on the
invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the
outstanding invoices during the period of default. If Consultant does not cure the default, the
City may take necessary steps to terminate this Agreement under Section 20. Any failure on the
part of the City to give notice of the Consultant's default shall not be deemed to result in a
waiver of the City's legal rights or any rights arising out of any provision of this Agreement.
RFV #4838-6958-3880 vl -8-
SECTION 22. EXCUSABLE DELAYS.
Consultant shall not be liable for damages, including liquidated damages, if any, caused
by delay in performance or failure to perform due to causes beyond the control of Consultant.
Such causes include, but are not limited to, acts of God, acts of the public enemy, acts of federal,
state or local governments, acts of City, court orders, fires, floods, epidemics, strikes, embargoes,
and unusually severe weather. The term and price of this Agreement shall be equitably adjusted
for any delays due to such causes.
.' 1 KI71)'�11:7�IY[I7►Y1�Y11YI1'/
All public information, data, reports, records, and maps as are existing and available to
City as public records, and which are necessary for carrying out the work as outlined in the
Exhibit "A" "Scope of Services," shall be furnished to Consultant in every reasonable way to
facilitate, without undue delay, the work to be performed under this Agreement.
SECTION 24. NOTICES.
All notices required or permitted to be given under this Agreement shall be in writing and
shall be personally delivered, or sent by telecopier or certified mail, postage prepaid and return
receipt requested, addressed as follows:
To City: City of Temple City
Attn: City Manager
9701 Las Tunas Dr.
Temple City, CA 91780
To Consultant: Corporate Leadership Group, LLC
Attn: Gary LaFerla
25146 Running Horse Road
Santa Clarita, CA 91321
Notice shall be deemed effective on the date personally delivered or transmitted by
facsimile or, if mailed, three (3) days after deposit of the same in the custody of the United States
Postal Service.
SECTION 25. AUTHORITY TO EXECUTE.
The person or persons executing this Agreement on behalf of Consultant represents and
warrants that he/she/they has/have the authority to so execute this Agreement and to bind
Consultant to the performance of its obligations hereunder.
SECTION 26. ADMINISTRATION AND IMPLEMENTATION.
This Agreement shall be administered and executed by the City Manager or his or her
designated representative, following approval of this Agreement by the City Council. The City
Manager shall have the authority to issue interpretations and to make minor amendments to this
RN #4838-6958-3880 V1 -9-
Agreement on behalf of the City so long as such actions do not materially change the Agreement
or make a commitment of additional funds of the City. All other changes, modifications, and
amendments shall require the prior approval of the City Council.
SECTION 27. BINDING EFFECT.
This Agreement shall be binding upon the heirs, executors, administrators, successors and
assigns of the parties.
SECTION 28. MODIFICATION OF AGREEMENT.
No amendment to or modification of this Agreement shall be valid unless made in writing
and approved by the Consultant and by the City Council. The parties agree that this requirement
for written modifications cannot be waived and that any attempted waiver shall be void.
SECTION 29. WAIVER.
Waiver by any party to this Agreement of any term, condition, or covenant of this
Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by
any party of any breach of the provisions of this Agreement shall not constitute a waiver of any
other provision nor a waiver of any subsequent breach or violation of any provision of this
Agreement. Acceptance by City of any work or services by Consultant shall not constitute a
waiver of any of the provisions of this Agreement.
SECTION 30. LAW TO GOVERN; VENUE.
This Agreement shall be interpreted, construed and governed according to the laws of the
State of California. In the event of litigation between the parties, venue in state trial courts shall
lie exclusively in the County of Los Angeles, California. In the event of litigation in a U.S.
District Court, venue shall lie exclusively in the Central District of California, in Los Angeles.
SECTION 31. ATTORNEYS FEES, COSTS AND EXPENSES.
In the event litigation or other proceeding is required to enforce or interpret any provision
of this Agreement, the prevailing party in such litigation or other proceeding shall be entitled to
an award of reasonable attorney's fees, costs and expenses, in addition to any other relief to
which it may be entitled.
f.Y �J1IL[I] fti��YI►YY'19NXI "NYIDluIwe
This Agreement, including the attached Exhibits "A" through "C", is the entire, complete,
final and exclusive expression of the parties with respect to the matters addressed therein and
supersedes all other Agreements or understandings, whether oral or written, or entered into
between Consultant and City prior to the execution of this Agreement. No statements,
representations or other Agreements, whether oral or written, made by any party which are not
embodied herein shall be valid and binding. No amendment to this Agreement shall be valid and
binding unless in writing duly executed by the parties or their authorized representatives.
SECTION 33. SEVERABILITY.
RFV #4838-0958-3880 vl -10-
If any term, condition or covenant of this Agreement is declared or determined by any
court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions of
this Agreement shall not be affected thereby and the Agreement shall be read and construed
without the invalid, void or unenforceable provision(s).
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date
and year first -above written.
ATTEST:
Peggy Kuo
City Clerk
APPROVED AS TO FORM
M1
Eric S. Vail
City Attorney
Its:
In
CITY OF TEMPLE CITY
By:
Jose Pulido, City Manager
Its:
NOTE: CONSULTANT'S SIGNATURES SHALL BE DULY" NOTARIZED, AND APPROPRIATE ATTESTATIONS
SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR
OTHER RULES OR REGULATIONS APPLICABLE TO DEVELOPER'S BUSINESS ENTITY.
RIV #4838-6958-3880 v1 - 11 -
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
STATE OF CALIFORNIA
COUNTY OF
On before me, , personally appeared , proved to me on
the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and
acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by
his/her/their signatures) on the instrument the person(s), or the entity upon behalf of which the person(s) acted,
executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is
true and correct.
WITNESS my hand and official seal.
Signature:
OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could
prevent fraudulent reattachment of this form
CAPACITY CLAIMED BY SIGNER
❑ INDIVIDUAL
❑ CORPORATE OFFICER
TITLE(S)
❑
PARTNER(S) ❑ LIMITED
❑ GENERAL
❑
ATTORNEY-IN-FACT
❑
TRUSTEE(S)
❑
GUARDIAN/CONSERVATOR
❑
OTHER
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
RIV #4838-6958-3880 vl
DESCRIPTION OF ATTACHED DOCUMENT
TITLE OR TYPE OF DOCUMENT
NUMBER OF PAGES
DATE OF DOCUMENT
SIGNER(S) OTHER THAN NAMED ABOVE
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
STATE OF CALIFORNIA
COUNTY OF
On before me,
personally appeared
❑ personally known to me - OR - ❑ proved to me on the basis of satisfactory evidence to be the person(s) whose
names(s) is/are subscribed to the within instrument and
acknowledged to me that he/she/they executed the same in
his/her/their authorized capacity(ies), and that by his/her/their
signature(s) on the instrument the person(s), or the entity upon
behalf of which the person(s) acted, executed the instrument.
WITNESS my hand and official seal.
(SIGNATURE OF NOTARY)
OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could
prevent fraudulent reattachment of this form
CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT
❑ INDIVIDUAL
❑ CORPORATE OFFICER
TITLE(S)
❑
PARTNER(S) ❑ LIMITED
❑ GENERAL
❑
ATTORNEY-IN-FACT
❑
TRUSTEE(S)
❑
GUARDIAN/CONSERVATOR
❑
OTHER
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
RIV #4838-6958-3880 vl
TITLE OR TYPE OF DOCUMENT
NUMBER OF PAGES
DATE OF DOCUMENT
SIGNER(S) OTHER THAN NAMED ABOVE
EXHIBIT "A11
SCOPE OF SERVICES
I. Consultant will perform the following Services:
A. Comprehensively implement the "Disciplined Management System - AMP" on a
staff wide basis for all departments throughout the year. (See schedule under
AMP schedule for staff below).
AMP — Advanced Management Program Meetings for department heads and
staff:
• Execute monthly meetings that include the following deliverables: 1)
strategic plan updates, 2) goal setting, 3) goal accountability and 4) training in
the 6 functions of management: (Communication, Planning, Organization —
Time Management, Human Capital, Accountability and Leadership).
• Together with department heads and CM, perform 2 on 1/1 on 1 coaching
with key staff to improve performance, troubleshoot - solve performance
issues and develop high accountability.
• Conduct leadership development training with key programs that include: film
training, textbook instruction, personal coaching for effectiveness, DISC
Training for communication and improved management. (Staff retreats will be
conducted as approved by CM).
• Perform leadership coaching with the City Manager and Directors to improve
collaboration and execution. Leadership coaching includes feedback sessions,
training for improved execution and customized training as required to fulfill
City strategic goals.
B. Achieve cultural consistency and high accountability through rigorous adherence
to our process of goal setting and AMP meetings.
C. Assist the deployment the "City of Temple City" Strategic Plan and all Strategic
Operational Plans (i.e., City Department Workplans) through completion of
operations, processes and system troubleshooting.
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D. Facilitate Council Forums.
Corporate Leadership Group Council Forums:
• Improve collaboration and goal execution of Council through the exposure
and training using Best of Best Leadership practices from leading executives
and educational institutions.
• Leadership programs include team training and facilitation, customized
workshops and I on 1 coaching and feedback surveys. Retreat events may be
conducted as approved by Council.
• Educational materials include but are not limited to: film, video, textbook,
case studies, surveys, assessments and DISC training.
II. As part of the Services, Consultant will prepare and deliver the following tangible work
products to the City:
A. Department Workplans and Updates
B. Goal Setting with Staff
C. Goal Accountability
D. Training in six functions of Management (i.e., communication, planning,
organization time management, human capital, accountability and leadership).
III. During performance of the Services, Consultant will keep the City appraised of the
status of performance by delivering the following status reports:
A. Strategic Plan output - Monthly
B. Goal form output - Monthly
C. Regular meetings with CM and Department Heads
IV. The tangible work products and status reports will be delivered to the City pursuant to
the following schedule:
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A. Planning and coaching throughout the year with City Manager, Department Heads
and staff: '/i day per month (on site, via phone or webinar) as needed or requested
by City leadership.
B. Conduct no less than 13 AMP Meetings with department teams and Department
Directors.
C. Conduct no less than four Council Forums (i.e., quarterly meetings).
V. Consultant will utilize the following personnel to accomplish the Services:
A. Gary LaFerla - CEO
B. Mike Burrows outside assistant as needed basis only
C. John Bryson - outside assistant as needed basis only
VI. Consultant will utilize the following subcontractors to accomplish the Services:
A. Assess select and train for on-line assessments only
VII. AMENDMENT
The Scope of Services, including services, work products, and personnel, are subject to
change by mutual Agreement. In the absence of mutual Agreement regarding the need to change
any aspects of performance, Consultant shall comply with the Scope of Services as indicated
above.
RIV #4838-6958-3880 vI
A-3
A-914"AMINTAN MUM
I. Consultant shall use the following rates of pay in the performance of the Services:
A. [Consultinel [$185.001
II. Consultant may utilize subcontractors as indicated in this Agreement. The hourly rate
for any subcontractor is not to exceed $165.00 per hour without written authorization from
the City Manager or his designee.
III. The City will compensate Consultant for the Services performed upon submission of a
valid invoice. Each invoice is to include:
A. Line items for all personnel describing the work performed, the number of hours
worked, and the hourly rate.
B. Line items for all supplies properly charged to the Services.
C. Line items for all travel properly charged to the Services.
D. Line items for all equipment properly charged to the Services.
E. Line items for all materials properly charged to the Services.
F. Line items for all subcontractor labor, supplies, equipment, materials, and travel
properly charged to the Services.
IV. The total compensation for the Services shall not exceed $70,000, as provided in
Section 4 of this Agreement.
RIV #4838-0958-3880 vt
B-1
EXHIBIT "C"
INSURANCE
A. Insurance Reouirements. Consultant shall provide and maintain insurance,
acceptable to the City Manager or City Counsel, in full force and effect throughout the term of
this Agreement, against claims for injuries to persons or damages to property which may arise
from or in connection with the performance of the work hereunder by Consultant, its agents,
representatives or employees. Insurance is to be placed with insurers with a current A.M. Best's
rating of no less than A:VII. Consultant shall provide the following scope and limits of
insurance:
1. Minimum Scone of Insurance. Coverage shall be at least as broad as:
(1) Insurance Services Office form Commercial General Liability
coverage (Occurrence Form CG 0001).
(2) Insurance Services Office form number CA 0001 (Ed. 1/87)
covering Automobile Liability, including code 1 "any auto" and endorsement CA 0025, or
equivalent forms subject to the written approval of the City.
(3) Workers' Compensation insurance as required by the Labor Code
of State of California and Employer's Liability insurance and covering all persons providing
services on behalf of the Consultant and all risks to such persons under this Agreement.
(4) Professional liability insurance appropriate to the Consultant's
profession. This coverage may be written on a "claims made" basis, and must include coverage
for contractual liability. The professional liability insurance required by this Agreement must be
endorsed to be applicable to claims based upon, arising out of or related to services performed
under this Agreement. The insurance must be maintained for at least 3 consecutive years
following the completion of Consultant's services or the termination of this Agreement. During
this additional 3 -year period, Consultant shall annually and upon request of the City submit
written evidence of this continuous coverage.
2. Minimum Limits of Insurance. Consultant shall maintain limits of
insurance no less than:
(1) General Liability: $1,000,000 general aggregate for bodily injury,
personal injury and property damage.
(2) Automobile Liability: $1,000,000 per accident for bodily injury
and property damage. A combined single limit policy with aggregate limits in an amount of not
less than $2,000,000 shall be considered equivalent to the said required minimum limits set forth
above.
RIV #4838-6958-3880 vl
C-1
(3) Workers' Compensation and Employer's Liability: Workers'
Compensation as required by the Labor Code of the State of California and Employers Liability
limits of not less than $1,000,000 per accident.
(4) Professional Liability: $1,000,000 per occurrence.
B. Other Provisions. Insurance policies required by this Agreement shall contain the
following provisions:
1. All Policies. Each insurance policy required by this Agreement shall be
endorsed and state the coverage shall not be suspended, voided, cancelled by the insurer or either
party to this Agreement, reduced in coverage or in limits except after 30 days' prior written
notice by Certified mail, return receipt requested, has been given to City.
2. General Liabilitv and Automobile Liabilitv Coverages.
(1) City, and its respective elected and appointed officers, officials,
and employees and volunteers are to be covered as additional insureds as respects: liability
arising out of activities Consultant performs; products and completed operations of Consultant;
premises owned, occupied or used by Consultant ; or automobiles owned, leased, hired or
borrowed by Consultant. The coverage shall contain no special limitations on the scope of
protection afforded to City, and their respective elected and appointed officers, officials, or
employees.
(2) Consultant's insurance coverage shall be primary insurance with
respect to City, and its respective elected and appointed, its officers, officials, employees and
volunteers. Any insurance or self insurance maintained by City, and its respective elected and
appointed officers, officials, employees or volunteers, shall apply in excess of, and not contribute
with, Consultant's insurance.
(3) Consultant's insurance shall apply separately to each insured
against whom claim is made or suit is brought, except with respect to the limits of the insurer's
liability.
(4) Any failure to comply with the reporting or other provisions of the
policies including breaches of warranties shall not affect coverage provided to City, and its
respective elected and appointed officers, officials, employees or volunteers.
3. Workers' Compensation and Emnlover's Liabilitv Coverage. Unless the
City Manager otherwise agrees in writing, the insurer shall agree to waive all rights of
subrogation against City, and its respective elected and appointed officers, officials, employees
and agents for losses arising from work performed by Consultant.
C. Other Requirements. Consultant agrees to deposit with City, at or before the
effective date of this contract, certificates of insurance necessary to satisfy City that the
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C-2
insurance provisions of this contract have been complied with. The City Attorney may require
that Consultant furnish City with copies of original endorsements effecting coverage required by
this Section. The certificates and endorsements are to be signed by a person authorized by that
insurer to bind coverage on its behalf. City reserves the right to inspect complete, certified
copies of all required insurance policies, at any time.
1. Consultant shall furnish certificates and endorsements from each
subcontractor identical to those Consultant provides.
2. Any deductibles or self-insured retentions must be declared to and
approved by City. At the option of City, either the insurer shall reduce or eliminate such
deductibles or self-insured retentions as respects City or its respective elected or appointed
officers, officials, employees and volunteers or the Consultant shall procure a bond guaranteeing
payment of losses and related investigations, claim administration, defense expenses and claims.
3. The procuring of such required policy or policies of insurance shall not be
construed to limit Consultant's liability hereunder nor to fulfill the indemnification provisions
and requirements of this Agreement.
RN #4838-6958-3880 1
C-3
CITY OF TEMPLE CITY
REQUEST FOR PROPOSALS (RFP)
FOR
LOCAL GOVERNMENT STRATEGIC PLANNING
CONSULTANT
Due: MONDAY, March 11, 2013 no later than 12:00 p.m.
CITY OF TEMPLE CITY
NOTICE INVITING REQUEST FOR PROPOSALS (RFP)
FOR
LOCAL GOVERNMENT STRATEGIC PLANNING CONSULTANT
NOTICE IS HEREBY GIVEN that the City of Temple City is seeking technical assistance from a qualified
consultant to create a City Strategic Plan. The Service Proposal (Qualification Statement) and Fee
Proposal must be submitted to the City Clerk's Office in City Hall, 9701 Las Tunas Drive, Temple City, CA
91780, no later than 12:00 p.m. on Monday, March 11, 2013. Attention: Jose Pulido, City Manager.
POSTMARKS WILL NOT BE ACCEPTED.
DESCRIPTION OF WORK: Provide all services as outlined in the "Local Government Strategic Plan" RFP
package.
RFP TIMELINE:
Issue RFP
Deadline for Questions Submitted in Writing
Response to Written Questions
Deadline for Submittal
Proposal Review and Evaluation
Interviews with selected firms
City Council Approval
PLACE OF RFP RESPONSES SUBMITTALS:
Temple City - City Hall
City Clerk's Office
9701 Las Tunas Drive
Temple City, CA 91780
(626)285-2171
February 6, 2013
February 25, 2013
March 4, 2013
March 11, 2013, 12:00 P.M.
March 11-15, 2013
March 18-22, 2013
April 2 or 16, 2013
The RFP can be obtained at the City Clerk's Office, 9701 Las Tunas Drive, Temple City or can be reviewed
and printed from the Temple City website at www.temolecitv.us.
The City of Temple City hereby notifies all bidders that it will affirmatively insure that in any given
agreement entered into pursuant to this advertisement, Disadvantaged Business and Women's Business
Enterprises will be afforded full opportunity to submit bids in response to this invitation and will not be
discriminated against on the grounds of race, creed, color, or national origin in consideration for an
award.
Page 2 of 12
REQUEST FOR PROPOSALS (RFP) FOR
LOCAL GOVERNMENT STRATEGIC
PLANNING CONSULTANT
Table of Contents
SECTION 1.
GENERAL STATEMENT.......................................................................................................4
SECTION2.
PURPOSE.................................................................................................................................4
SECTION 3.
PROJECT DESCRIPTION......................................................................................................5
SECTION4.
BUDGET.. ............................................................. .............................................................
5
SECTION 5.
PROJECT SCHEDULE...........................................................................................................5
SECTION 6.
CONSULTANT'S QUALIFICATIONS.....................................................................................6
SECTION 7.
INSURANCE AND INDEMNIFICATION................................................................................6
SECTION 8.
STANDARD AGREEMENT...................................................................................................6
SECTION 9.
ELIGIBILITY.........................................................................................................................6
SECTION 10.
SCOPE OF SERVICES...........................................................................................................6
SECTION 11.
SUBMISSION OF PROPOSALS.............................................................................................7
SECTION 12.
SERVICE PROPOSAL: CONTENT & ORGANIZATION............................................................8
SECTION 13.
FEE PROPOSAL: CONTENT& ORGANIZATION.................................................................10
SECTION 14.
SELECTION PROCEDURE..................................................................................................11
SECTION 15.
REQUEST FOR ADDITIONAL INFORMATION....................................................................11
SECTION 16.
SCHEDULE OF EVENTS.....................................................................................................12
ATTACHMENT A
- SAMPLE STANDARD AGREEMENT...................................................................................13
Page 3 of 12
SECTION 1. GENERAL STATEMENT
The City of Temple City is centrally located in the west San Gabriel Valley approximately five miles
southeast of Pasadena and 13 miles east of downtown Los Angeles. The City is approximately 3.85
square miles and is surrounded by the cities of Arcadia, San Gabriel, EI Monte, Rosemead, and
unincorporated portions of Los Angeles County. The most recent California Department of Finance and
Housing estimate indicates a total population of 34,700. Temple City is predominantly a residential
community with over 10,000 residential parcels.
The City is organized as a Council -Manager form of local municipal government. The City Council
consists of five members elected at large for four-year, overlapping terms. The City Council selects the
Mayor for a one-year term from among its members. The Mayor and City Council provide community
leadership, develop policies to guide the City in delivering services and achieving community goals, and
encourage citizen understanding and engagement.
The City Manager is appointed by the City Council and is responsible for administration of municipal
affairs. All municipal departments operate under the supervision of the City Manager. Through the City
Manager, City staff uses the resources appropriated by the Council in the budget to achieve desired
service results in the community, and carries out the policies of the Council. The City Council also
appoints the City Attorney to advise them and City staff on legal affairs, to see that all laws are
effectively enforced and, when necessary, to defend the City in litigation.
The City provides recreation; economic development; building, planning and zoning; public
improvements; and general administrative services. Temple City contracts police services to the Los
Angeles County Sheriffs Department. Residents and businesses receive fire services from the Los
Angeles County Fire Department. Residents are provided water by various water companies including:
Sunnyslope, East Pasadena, California American, and Golden State water companies; and San Gabriel
Water District. Sewer, some street lights, and road maintenance services are provided by Los Angeles
County Department of Public Works. Garbage, recycling, and green waste collection services are
provided by Athens Services Inc.; and both AT&T and Charter Communications provide cable TV,
internet, and telecommunication services.
More information about the City is available on our website at htto://www.temolecitv.us/.
SECTION 2. PURPOSE
The City of Temple City wishes to develop and implement a strategic plan that will articulate a clear
vision of its future that is integrated with an organizational philosophy and guide elected officials' and
employees' actions for its successful implementation. The plan will include benchmarks or milestones
that measure the City's progress toward achieving its strategic goals and objectives.
The process of developing the City's strategic plan will include an in-depth examination of the City's
core mission and a resetting of its vision and goals so as to be both responsive and adaptive to current
and anticipated changes in the economic environment (i.e., new economic normal).
The City Council meets early each calendar year to identify its goals for the upcoming fiscal year. The
goals identified help dictate the budget priorities and objectives included in the annual operating
budget. Over the past few years, these goals have focused on tackling a backlog of unmet
infrastructure needs, ensuring financial sustainability, providing public safety, improving environmental
Page 4 of 12
stewardship, and fostering improvement in community engagement.
As a result, during that time the City has worked diligently toward meeting these goals and has
accomplished some successes. The most visible of these are Temple City's major capital improvement
projects, including: the Rosemead Boulevard Safety Enhancement and Beautification Project; Las Tunas
Drive Beautification and Safety Enhancement Project; Gateway Project; Bicycle Master Plan; and
Comprehensive Downtown Parking Strategic Plan; Traffic Calming Master Plan; and the Parks and Open
Master Plan.
The City is in excellent financial standing and has expanded its multi-lingual public information and
community outreach efforts, owing to its commitment to improved communication, reporting and
transparency. These endeavors resulted in resident support of two major capital improvement
projects, three master plans, and much needed amendments to the City's Municipal Code,
demonstrating a renewed feeling of trust in our local government. Temple City has also become a
regional leader in environmental stewardship, embarking on a Climate Action Plan; winning several
grant opportunities; and recognition in community preservation (2012 California Association of Code
Enforcement Officers [CACEO] Innovative Program Award) and community outreach through the City's
Connect Magazine (2012 City -County Communications and Marketing Association [3CMA] Award of
Excellence).
The intent of this Request for Proposals (RFP) is to establish the City's high expectations by clearly
articulating the specifications, terms and conditions governing the selection of a highly qualified
professional consulting firm that has completed similar Strategic Plans in other cities with similar
demographics found in Temple City. All submittals must be formatted as specified in this RFP, and
shall take into consideration all other information included in the Appendices.
Submittals that do not include all of the elements as specified, or that deviate from the proposed
format and content as specified, may be deemed "non-responsive" by the evaluation committee
and eliminated from further consideration.
SECTION 3. PROJECT DESCRIPTION
Temple City is interested in having a Strategic Plan completed proactively and transparently with
community participation. The process should allow for both active and passive involvement ensuring
diverse and extensive multi-lingual community participation.
SECTION 4. BUDGET
The City Council appropriated $40,000 for strategic planning services.
SECTION 5. PROJECT SCHEDULE
The chosen local government strategic planning consultant will begin preparatory meetings with the
City Manager and City Council immediately in May 2013 and continue for six to nine months.
However, the City reserves the right to change the project schedule as necessary in order to
accommodate the City's upcoming budget adoption in June 2013.
Page 5 of 12
SECTION 6. CONSULTANT'S QUALIFICATIONS
The City will only give serious consideration to those applicants who have clearly demonstrated
successful past experience with similar cities. The local government strategic planning consultant will
be selected based on their professional qualifications and demonstration of successful experience with
similar projects in other cities with similar demographics found in Temple City.
In addition, the City will review the selected strategic planning consultant firm's ability to meet
schedules, coordinate effectively with City staff, work effectively with key groups (e.g., City Council,
commissions, residents, etc.), and work within budget limitations. The selection criteria are further
described in Section 14.
The City of Temple City is an Equal Opportunity Employer. The successful strategic planning
consultant firm shall comply with all applicable laws.
SECTION 7. INSURANCE AND INDEMNIFICATION
Proposers shall be required to comply with the indemnification provisions contained in the Standard
Agreement. Successful proposer shall procure, maintain, and provide the City with proof of insurance
coverage for all the programs of insurance along with associated amounts specified in Section 16
"Indemnification" and Section 17 "Insurance' in the Standard Agreement (see Attachment "A").
SECTION 8. STANDARD AGREEMENT
The exact scope of services required by the City will be set forth in the Standard Agreement
between Temple City and the successful firm; a sample copy of the City's Standard Agreement has
been attached to this RFP for your prompt review and reference (see Attachment "A"). Please identify
in writing any exceptions to or deviations from, the City's provided Standard Agreement. The City of
Temple City reserves the right to modify the agreement language at any time prior to award of the
agreement by the City Council.
SECTION 9. ELIGIBILITY
A strategic planning consultant firm may associate with other firms by sub -consultant agreement for
the successful completion of this project with the City's approval. The strategic planning consultant
firm and sub -consultants must be licensed to practice in their respective fields of specialization by the
State of California. Joint- venture teams will be considered by the City.
SECTION 10. SCOPE OF SERVICES
The City of Temple City is seeking qualified local government strategic planning consultants. The
successful firm will work directly with the City's representatives and/or other consultants in the
fulfillment of these duties as described in this request.
Our Strategic Plan should be a "living document" and should undergo periodic review and adjustment to
reflect progress towards achievement of goals and/or modifications of goals. The Temple City Strategic
Planning process and final document should provide a work plan for the next five years and a vision for
the 10 and 20 year horizons.
Page 6 of 12
TASKS
• Preparatory meetings with City Council and City Manager.
• Encourage engagement and spark the interest and excitement of active/passive residents;
business and property owners; city officials/ administration and staff; and others in the future
potential of the City.
o Develop and initiate a public involvement program and proposed methodology for
outreach.
• Provide a process that allows general alignment and focus of the City Council, City Management,
and staff in addition to citizens, business interests, community groups, etc. to foster a sense of
cohesion as to the City's strategic direction.
o Facilitate strategic planning workshops with key groups (e.g., City Council, City Staff,
Chamber of Commerce, Commissions, etc.).
• Help the City of Temple City decide what it "wants to be' in the future, including identification of
what makes Temple City unique and special, and how the City can position itself to be prepared
for the future while still retaining those qualities.
• Serve as a way to organize and prioritize City initiatives and resources to achieve specific goals
within a defined period of time (e.g., five year timeframe in the short term, and 10 to 20 year
timeframe in the long term) with specific performance measures.
• Transform the conceptual goals of the visioning process into realistic, achievable targets.
• Serve as a framework for development of a new/updated General Plan.
• Generate new ideas and discussion about the built environment, economic development,
environmental and fiscal sustainability, sense of place, and the City's overall identity.
• Chart an effective, considered, and innovative course of action for the City's future, setting
priorities and maximizing innovative opportunities.
• Team building and executive coaching/mentoring.
DELIEVERABLES
• SWOT Analysis and Environmental Scan
• Outreach data and Template Material for Community Outreach
• Final Reports to include:
o Strategic Plan (vision, mission, values, goals, and strategies)
• Short term —five year
• Intermediate term — six to 10 year
• Longterm —10 to 20 year
o Implementation Plan (blueprint for Strategic Plan)
• Key tasks
• Timeline
• Resources needed and currently available
• Staff assigned
• Milestones and success measures
In addition, the selected consultant will be expected to utilize all City plans including the upcoming
General Plan Update; Parks and Open Space Master Plan; Energy Efficient Climate Action Plan, Bicycle
Master Plan; Comprehensive Parking Strategic Plan; and Traffic Calming Master Plan, in order to link all
major projects into a comprehensive City Strategic Plan.
SECTION 11. SUBMISSION OF PROPOSALS
All proposal submittals must conform to the prescribed format described in this Section, Section 12
(Service Proposal) and Section 13 (Fee Proposal). Any submittal that deviates from this format may be
rejected without review at the City's sole discretion. All costs for proposal preparation or subsequent
interview preparation shall be at the expense of the proposer and shall not be included in the fee
proposal.
Page 7 of 12
Services Proposal
Firms wishing to respond to this request must supply the information requested in this RFP by the
date and time required. All submittals shall be in an 8 %: x 11" format. Foldout 11 x 17" pages may be
used to exhibit projects. All submittals must have an executive summary, numbered pages and a table
of contents.
The document shall be typed and shall not exceed 30 pages of written material, with minimum 10 -
point font. Double -sided pages will count as two pages. The 30 page limitation includes any
written, photographic or graphic material contained in the body of the proposal and any appendices.
The limitation does not include the cover, cover letter, table of contents or index, and blank tab pages.
Proposers should not include unnecessary elaborate or promotional material. Number each page,
beginning with the first page of the Executive Summary.
Fee Proposal
The fee proposal submittal must have a cover letter on the prime's letterhead, reference this
project; and include the names of all firm team members. The submittal should be in an 8 %: x
11" format, although 11 x 17" foldout pages may be used. There is no page limitation to the fee
proposal. The fee proposal shall be submitted in a sealed envelope. Clearly label the sealed
envelope with firm name and "Fee Proposal —Temple City Strategic Planning."
Submit the original and five additional copies of your Service Proposal along with your Fee Proposal
placed in a separate sealed envelope. All documents shall be submitted in one container or package
to:
City of Temple City
Attn: Jose Pulido, City Manager
RE: Local Government Strategic Planning
9701 Las Tunas Dive
Temple City, CA 91780
SECTION 12. SERVICE PROPOSAL: CONTENT & ORGANIZATION
All proposals must be submitted in the prescribed format and must address all of the following in the
order shown. Any proposal that deviates from this format may be rejected without review at the
City's sole discretion.
Cover Letter
The Cover Letter shall be addressed to Jose Pulido, City Manager, and shall include the legal name of
the company, corporate address telephone and fax numbers. Include name, title, address, and
telephone number of the contact person identified. Acknowledge receipt of all addenda, if any.
Include a statement to the effect that the proposal shall remain valid for a period of not less than 90
days from the date of the submittal. Include a signed statement, by an officer of the firm with
authority to bind the firm in event of an agreement, attesting that all information submitted with the
proposal is true and correct.
Page 8 of 12
Table of Contents
Include a table of contents in your proposal. Tabs or a divider between each section is encouraged.
A. Executive Summary
Provide a summary of the significant information contained in the proposal. Highlight and summarize
your qualifications and strengths that will single out your firm as the best firm to accomplish this
project.
B. Understanding of and Approach to the Project
I. Provide a summary of your approach to the project.
ll. Discuss your understanding and approach to the challenges of this project.
III. List the required information expected from the City by major task.
IV. Indicate participation the firm will require from the City staff and consultants.
V. Describe your approach to working effectively with Ad-hoc committees. Attendance in
community engagement presentations will be required.
VI. Describe your approach to effective interaction with community groups.
C. Process
I. Provide an outline of quality control and procedures to coordinate the collection of
public input.
II. Describe your approach to formatting City Council and City staff workshops.
III. Provide a statement as to how you will manage the flow of information between
members of the team: the City Council, City Manager, businesses, and the public.
D. Experience on Similar Projects
I. Provide a list and description of similar projects completed within the last five years of
similar scope and complexity. Include the following information:
a. Project Name and Location;
b. Brief project description;
c. Total project budget;
d. Project duration;
e. Names of firms of the team members; and
f. References for each cited project.
Il. Provide a list and description of current projects
E. Experiences in Controlling Project Cost/Design Schedule
I. Provide a statement of the firm's philosophy with respect to cost and budget control
during the process, demonstrating experience and ability to remain within a given budget.
II. Provide a statement of the firm's philosophy with respect to schedule control. Describe
your approach to meeting the schedule for this process
III. For the projects completed in the last five years listed for item D above, provide for this
section the following information:
a. The date the contract was awarded;
b. The schedule for the complete process;
c. List the completed deliverables;
d. Budget established; and
I. Process start and completion dates.
F. Proposed Organization and Staffing
Page 9 of 12
I. Identification of Firm: State the year the firm was established. Include a brief
description of the organization, its constituent parts and size variation in the last five years.
II. Provide a description of the organizational structure and staffing to be used for the
project. Include an organizational chart. Also provide the following:
a. The resume of the lead to be assigned to the project;
b. Name of the consulting firms, the lead of the consulting firms to be assigned to this
project, their resume, and a list of projects he/she completed within the last three
years; and
c. The resumes of the balance of the consulting team.
III. For the lead individuals indicate an estimate by name of the percentage of that person's
time that will be devoted to the process.
IV. Separately describe the experience and background qualifications of the members of the
project team functioning together on similar projects.
V. Current Projects: Provide a summary of all projects for which your firm is currently
providing services. What is the total estimated construction value of projects currently
under contract? Identify the clients with whom there have been repeated associations.
G. Financial Standing
I. Provide a current annual report or audited profit and loss statement. This information
must be provided under a separate cover—stamped confidential.
II. Amounts and carriers of both general and professional liability insurance.
H Exceptions to Standard Agreement
I. List exceptions, if any, to the Standard Agreement.
SECTION 13. FEE PROPOSAL: CONTENT & ORGANIZATION
The fee proposal must have a cover letter on the prime consultant's letterhead, which references this
project and includes the firm names of all team members. The fee schedule shall include the number
of personnel hours, subconsultants, and other direct costs listed by type of work (e.g., workshop
facilitation, deliverables, etc.). Indicate reimbursable expenses. Include hourly fee schedules for the
prime and each subconsultant and include a "Not -to -Exceed" or a "Lump Sum' total project fee.
In addition, include a summary of your total costs in a table as follows:
Des „
scription
a. Preparatory Meetings
b. Workshops
C. Public Outreach
d. Delieverables
Amount
$XX,XXX
$XX,XXX
$XX,XXX
$XX,XXX
Percentage of Fee p
Page 10 of 12
SECTION 14. SELECTION PROCEDURE
A review committee will evaluate all responses to this RFP that meet the submittal requirements. Local
government strategic planning consulting firms will be selected based on professional
qualifications and demonstrated competence, according to the responses to information required in
the RFP, as follows:
Evaluation of Approach (30 points)
• Firms Past Experience on Projects of Similar Size and Scope (35 points)
• Proposed Organizational Structure and Key Staff (30 points)
® Completeness of proposal and adherence to requirements (5 points)
Proposals will be evaluated and ranked. The selection panel will select a minimum of three firms that
best meet the requirements of the City of Temple City. The fee proposals will not be used in
establishing the ranking.
A single set of interviews will be held to select a local government strategic planning consulting firm.
Finalists will be interviewed by a selection panel. Approximately 35 minutes will be allowed for
presentation and 25 minutes for questions by the selection panel. All principal team members must
participate in the interview. Your proposed Project Manager must lead the presentation. Firms
selected for interviews should emphasize their approach to linking various Master Plans into strategic
planning (as opposed to reiterating qualifications or discussing generic issues that might apply to any
project).
Fee negotiations will commence with the top ranked firm as determined after the interviews. If a fee
cannot be agreed upon, or if negotiations are not complete at the end of five working days,
negotiations with the first firm will cease and will commence with the second firm, etc.
SECTION 15. REQUEST FOR ADDITIONAL INFORMATION
Firms may submit written questions regarding this RFP in person or by e-mail. Unwritten questions will
not be answered. All questions must be received by the date and time given in Section 16.
When submitting questions, please specify the section number, paragraph number, and page number and
quote the language that prompted the question. This will ensure that the questions can be quickly found.
The City reserves the right to group similar questions when providing answers. The City will not identify
the source of any question. The City will issue an Addendum to the RFP that compiles and answers all
questions.
Questions should be made in writing and addressed to:
City of Temple City
Jose Pulido, City Manager
Local Government Strategic Planning Consultant
9701 Las Tunas Dive
Temple City, CA 91780
E-mail: jpulido@templecity.us
Please do not direct any questions or concerns to any other individual or City agency. Violation of this policy
will be considered grounds for disqualification. Questions received after the deadline will not be considered.
Page 11 of 12
SECTION 16. SCHEDULE OF EVENTS
Issue RFP
Deadline for Questions Submitted in Writing
Response to Written Questions
Deadline for Submittal
Proposal Review and Evaluation
Interviews with Selected Firms
City Council Agreement Approval
February 6, 2013
February 25, 2013
March 4, 2013
March 11, 12:00 p.m.
March 11-15, 2013
March 18 — 22, 2013
April 2 or 16, 2013
Page 12 of 12
ATTACHMENT "A"
CONSULTANT SERVICES AGREEMENT
THE CITY OF TEMPLE CITY,
a municipal corporation
RN #4838-6958-3880 vl
AGREEMENT FOR CONSULTANT SERVICES
BETWEEN
THE CITY OF TEMPLE CITY, CALIFORNIA
AND
This Agreement for Consultant Services ("Agreement') is entered into as of this
day of , 2010 by and between the City of TEMPLE CITY, a municipal corporation
("City") and , a ("Consultant'). City and
Consultant are sometimes hereinafter individually referred to as "Party" and hereinafter
collectively referred to as the "Parties."
RECITALS
A. City has sought, by issuance of a Request for Proposals or Invitation for Bids, the
performance of the services defined and described particularly in Section 2 of this Agreement.
B. Consultant, following submission of a proposal or bid for the performance of the
services defined and described particularly in Section 2 of this Agreement, was selected by the
City to perform those services.
C. Pursuant to the City of Temple City's Municipal Code, City has authority to enter
into this Consultant Services Agreement and the City Manager has authority to execute this
Agreement.
D. The Parties desire to formalize the selection of Consultant for performance of
those services defined and described particularly in Section 2 of this Agreement and desire that
the terms of that performance be as particularly defined and described herein.
OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by
the Parties and contained here and other consideration, the value and adequacy of which are
hereby acknowledged, the parties agree as follows:
SECTION 1. TERM OF AGREEMENT.
Subject to the provisions of Section 20 "Termination of Agreement' of this Agreement,
the scope of services set forth in Exhibit "A" "Scope of Services" shall be completed pursuant to
the schedule specified in Exhibit "A." Should the scope of services not be completed pursuant to
that schedule, the Consultant shall be deemed to be in Default of this Agreement pursuant to
Section 21 of this Agreement. The City, in its sole discretion, may choose not to enforce the
Default provisions of this Agreement and may instead allow Consultant to continue performing
the scope of services until such services are complete.
RIV 94838-6958-3890 vl
SECTION 2. SCOPE OF SERVICES.
Consultant agrees to perform the services set forth in Exhibit "A" "Scope of Services"
and made a part of this Agreement.
SECTION 3. ADDITIONAL SERVICES.
Consultant shall not be compensated for any services rendered in connection with its
performance of this Agreement which are in addition to or outside of those set forth in this
Agreement or listed in Exhibit "A" "Scope of Services," unless such additional services are
authorized in advance and in writing by the City Council or City Manager of City. Consultant
shall be compensated for any such additional services in the amounts and in the manner agreed to
by the City Council or City Manager.
SECTION 4. COMPENSATION AND METHOD OF PAYMENT.
(a) Subject to any limitations set forth in this Agreement, City agrees to pay
Consultant the amounts specified in Exhibit `B" "Compensation" and made a part of this
Agreement. The total compensation, including reimbursement for actual expenses, shall not
exceed dollars ($ ), unless additional
compensation is approved in writing by the City Council or City Manager.
(b) Each month Consultant shall furnish to City an original invoice for all work
performed and expenses incurred during the preceding month. The invoice shall detail charges
by the following categories: labor (by sub -category), travel, materials, equipment, supplies, and
sub -consultant contracts. Sub -consultant charges shall be detailed by the following categories:
labor, travel, materials, equipment and supplies. City shall independently review each invoice
submitted by the Consultant to determine whether the work performed and expenses incurred are
in compliance with the provisions of this Agreement. In the event that no charges or expenses
are disputed, the invoice shall be approved and paid according to the terms set forth in subsection
(c). In the event any charges or expenses are disputed by City, the original invoice shall be
returned by City to Consultant for correction and resubmission.
(c) Except as to any charges for work performed or expenses incurred by Consultant
which are disputed by City, City will use its best efforts to cause Consultant to be paid within
forty-five (45) days of receipt of Consultant's correct and undisputed invoice.
(d) Payment to Consultant for work performed pursuant to this Agreement shall not
be deemed to waive any defects in work performed by Consultant.
SECTION 5. INSPECTION AND FINAL ACCEPTANCE.
City may inspect and accept or reject any of Consultant's work under this Agreement,
either during performance or when completed. City shall reject or finally accept Consultant's
work within sixty (60) days after submitted to City. City shall reject work by a timely written
explanation, otherwise Consultant's work shall be deemed to have been accepted. City's
acceptance shall be conclusive as to such work except with respect to latent defects, fraud and
such gross mistakes as amount to fraud. Acceptance of any of Consultant's work by City shall
R1V #5838-6958-3880 0 - 2 -
not constitute a waiver of any of the provisions of this Agreement including, but not limited to,
sections 16 and 17, pertaining to indemnification and insurance, respectively.
SECTION 6. OWNERSHIP OF DOCUMENTS.
All original maps, models, designs, drawings, photographs, studies, surveys, reports,
data, notes, computer files, files and other documents prepared, developed or discovered by
Consultant in the course of providing any services pursuant to this Agreement shall become the
sole property of City and may be used, reused or otherwise disposed of by City without the
permission of the Consultant. Upon completion, expiration or termination of this Agreement,
Consultant shall turn over to City all such original maps, models, designs, drawings,
photographs, studies, surveys, reports, data, notes, computer files, files and other documents.
If and to the extent that City utilizes for any purpose not related to this Agreement any
maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer
files, files or other documents prepared, developed or discovered by Consultant in the course of
providing any services pursuant to this Agreement, Consultant's guarantees and warrants related
to Standard of Performance and found in Section 9 of this Agreement shall not extend to such
use of the maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes,
computer files, files or other documents.
SECTION 7. CONSULTANT'S BOOKS AND RECORDS.
(a) Consultant shall maintain any and all documents and records demonstrating or
relating to Consultant's performance of services pursuant to this Agreement. Consultant shall
maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, or other
documents or records evidencing or relating to work, services, expenditures and disbursements
charged to City pursuant to this Agreement. Any and all such documents or records shall be
maintained in accordance with generally accepted accounting principles and shall be sufficiently
complete and detailed so as to permit an accurate evaluation of the services provided by
Consultant pursuant to this Agreement. Any and all such documents or records shall be
maintained for three years from the date of execution of this Agreement and to the extent
required by laws relating to audits of public agencies and their expenditures.
(b) Any and all records or documents required to be maintained pursuant to this
section shall be made available for inspection, audit and copying, at any time during regular
business hours, upon request by City or its designated representative. Copies of such documents
or records shall be provided directly to the City for inspection, audit and copying when it is
practical to do so; otherwise, unless an alternative is mutually agreed upon, such documents and
records shall be made available at Consultant's address indicated for receipt of notices in this
Agreement.
(c) Where City has reason to believe that any of the documents or records required to
be maintained pursuant to this section may be lost or discarded due to dissolution or termination
of Consultant's business, City may, by written request, require that custody of such documents or
records be given to the City and that such documents and records be maintained by the
requesting party. Access to such documents and records shall be granted to City, as well as to its
successors -in -interest and authorized representatives.
RN 04838-6958-3880 v1 -3 -
SECTION 8. STATUS OF CONSULTANT.
(a) Consultant is and shall at all times remain a wholly independent contractor and
not an officer, employee or agent of City. Consultant shall have no authority to bind City in any
manner, nor to incur any obligation, debt or liability of any kind on behalf of or against City,
whether by contract or otherwise, unless such authority is expressly conferred under this
AGREEMENT or is otherwise expressly conferred in writing by City.
(b) The personnel performing the services under this Agreement on behalf of
Consultant shall at all times be under Consultant's exclusive direction and control. Neither City,
nor any elected or appointed boards, officers, officials, employees or agents of City, shall have
control over the conduct of Consultant or any of Consultant's officers, employees, or agents
except as set forth in this Agreement. Consultant shall not at any time or in any manner
represent that Consultant or any of Consultant's officers, employees, or agents are in any manner
officials, officers, employees or agents of City.
(c) Neither Consultant , nor any of Consultant's officers, employees or agents, shall
obtain any rights to retirement, health care or any other benefits which may otherwise accrue to
City's employees. Consultant expressly waives any claim Consultant may have to any such
rights.
SECTION 9. STANDARD OF PERFORMANCE.
Consultant represents and warrants that it has the qualifications, experience and facilities
necessary to properly perform the services required under this Agreement in a thorough,
competent and professional manner. Consultant shall at all times faithfully, competently and to
the best of its ability, experience and talent, perform all services described herein. In meeting its
obligations under this Agreement, Consultant shall employ, at a minimum, generally accepted
standards and practices utilized by persons engaged in providing services similar to those
required of Consultant under this Agreement.
If and to the extent that City utilizes for any purpose not related to this Agreement any
maps, models, designs, drawings, photographs, studies, surveys, reports, data, notes, computer
files, files or other documents prepared, developed or discovered by Consultant in the course of
providing any services pursuant to this Agreement, Consultant's guarantees and warranties
related to Standard of Performance shall not extend to such use of the maps, models, designs,
drawings, photographs, studies, surveys, reports, data, notes, computer files, files or other
documents.
SECTION 10. COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND
LICENSES.
Consultant shall keep itself informed of and comply with all applicable federal, state and
local laws, statutes, codes, ordinances, regulations and rules in effect during the tern of this
Agreement. Consultant shall obtain any and all licenses, permits and authorizations necessary to
perform the services set forth in this Agreement. Neither City, nor any elected or appointed
boards, officers, officials, employees or agents of City, shall be liable, at law or in equity, as a
result of any failure of Consultant to comply with this section.
RIV 94838-6958-3880 v -4-
SECTION 11. PREVAILING WAGE LAWS
It is the understanding of City and Consultant that California prevailing wage laws do not
apply to this Agreement because the Agreement does not involve any of the following services
subject to prevailing wage rates pursuant to the California Labor Code or regulations
promulgated thereunder: Construction, alteration, demolition, installation, or repair work
performed on public buildings, facilities, streets or sewers done under contract and paid for in
whole or in part out of public funds. In this context, "construction" includes work performed
during the design and preconstruction phases of construction including, but not limited to,
inspection and land surveying work.
SECTION 12. NONDISCRIMINATION.
Consultant shall not discriminate, in any way, against any person on the basis of race,
color, religious creed, national origin, ancestry, sex, age, physical handicap, medical condition or
marital status in connection with or related to the performance of this Agreement.
SECTION 13. UNAUTHORIZED ALIENS.
Consultant hereby promises and agrees to comply with all of the provisions of the Federal
Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et sec., as amended, and in connection
therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ
such unauthorized aliens for the performance of work and/or services covered by this
Agreement, and should the any liability or sanctions be imposed against City for such use of
unauthorized aliens, Consultant hereby agrees to and shall reimburse City for the cost of all such
liabilities or sanctions imposed, together with any and all costs, including attorneys' fees,
incurred by City.
SECTION 14. CONFLICTS OF INTEREST.
(a) Consultant covenants that neither it, nor any officer or principal of its firm, has or
shall acquire any interest, directly or indirectly, which would conflict in any manner with the
interests of City or which would in any way hinder Consultant's performance of services under
this Agreement. Consultant further covenants that in the performance of this Agreement, no
person having any such interest shall be employed by it as an officer, employee, agent or
subcontractor without the express written consent of the City Manager. Consultant agrees to at
all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests
of City in the performance of this Agreement.
(b) City understands and acknowledges that Consultant is, as of the date of execution
of this Agreement, independently involved in the performance of non -related services for other
governmental agencies and private parties. Consultant is unaware of any stated position of City
relative to such projects. Any future position of City on such projects shall not be considered a
conflict of interest for purposes of this section.
(c) City understands and acknowledges that Consultant will, perform non -related
services for other governmental agencies and private parties following the completion of the
scope of work under this Agreement. Any such future service shall not be considered a conflict
of interest for purposes of this section.
RN 94838-6958-3880 V1 - 5 -
SECTION 15. CONFIDENTIAL INFORMATION; RELEASE OF INFORMATION.
(a) All information gained or work product produced by Consultant in performance
of this Agreement shall be considered confidential, unless such information is in the public
domain or already known to Consultant. Consultant shall not release or disclose any such
information or work product to persons or entities other than City without prior written
authorization from the City Manager, except as may be required by law.
(b) Consultant, its officers, employees, agents or subcontractors, shall not, without
prior written authorization from the City Manager or unless requested by the City Attorney of
City, voluntarily provide declarations, letters of support, testimony at depositions, response to
interrogatories or other information concerning the work performed under this Agreement.
Response to a subpoena or court order shall not be considered "voluntary" provided Consultant
gives City notice of such court order or subpoena.
(c) If Consultant, or any officer, employee, agent or subcontractor of Consultant,
provides any information or work product in violation of this Agreement, then City shall have
the right to reimbursement and indemnity from Consultant for any damages, costs and fees,
including attorneys fees, caused by or incurred as a result of Consultant's conduct.
(d) Consultant shall promptly notify City should Consultant , its officers, employees,
agents or subcontractors be served with any summons, complaint, subpoena, notice of
deposition, request for documents, interrogatories, request for admissions or other discovery
request, court order or subpoena from any party regarding this Agreement and the work
performed thereunder. City retains the right, but has no obligation, to represent Consultant or be
present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully
with City and to provide City with the opportunity to review any response to discovery requests
provided by Consultant. However, this right to review any such response does not imply or
mean the right by City to control, direct, or rewrite said response.
SECTION 16. INDEMNIFICATION.
(a) Indemnification for Professional Liabilitv. Where the law establishes a
professional standard of care for Consultant's Services, to the fullest extent permitted by law,
Consultant shall indemnify, protect, defend and hold harmless City and any and all of its
officials, employees and agents ("Indemnified Parties") from and against any and all losses,
liabilities, damages, costs and expenses, including attorney's fees and costs to the extent same
are caused in whole or in part by any negligent or wrongful act, error or omission of Consultant,
its officers, agents, employees or sub -consultants (or any entity or individual that Consultant
shall bear the legal liability thereof) in the performance of professional services under this
Agreement.
(b) Indemnification for Other than Professional Liabilitv. Other than in the
performance of professional services and to the full extent permitted by law, Consultant shall
indemnify, protect, defend and hold harmless City, and any and all of its employees, officials and
agents from and against any liability (including liability for claims, suits, actions, arbitration
proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any
kind, whether actual, alleged or threatened, including attorneys fees and costs, court costs,
RIV 44838-6958-3880 vi - 6 -
interest, defense costs, and expert witness fees), where the same arise out of, are a consequence
of, or are in any way attributable to, in whole or in part, the performance of this Agreement by
Consultant or by any individual or entity for which Consultant is legally liable, including but not
limited to officers, agents, employees or sub -contractors of Consultant.
(c) General Indemnification Provisions. Consultant agrees to obtain executed
indemnity Agreements with provisions identical to those set forth here in this section from each
and every sub -contractor or any other person or entity involved by, for, with or on behalf of
Consultant in the performance of this Agreement. In the event Consultant fails to obtain such
indemnity obligations from others as required here, Consultant agrees to be fully responsible
according to the terms of this section. Failure of City to monitor compliance with these
requirements imposes no additional obligations on City and will in no way act as a waiver of any
rights hereunder. This obligation to indemnify and defend City as set forth here is binding on the
successors, assigns or heirs of Consultant and shall survive the termination of this Agreement or
this section.
(d) Limitation of Indemnification. Notwithstanding any provision of this Section 16
[Indemnification] to the contrary, design professionals are required to defend and indemnify the
City only to the extent permitted by Civil Code Section 2782.8, which limits the liability of a
design professional to claims, suits, actions, arbitration proceedings, administrative proceedings,
regulatory proceedings, losses, expenses or costs that arise out of, pertain to, or relate to the
negligence, recklessness, or willful misconduct of the design professional. The term "design
professional," as defined in Section 2782.8, is limited to licensed architects, licensed landscape
architects, registered professional engineers, professional land surveyors, and the business
entities that offer such services in accordance with the applicable provisions of the California
Business and Professions Code.
(e) The provisions of this section do not apply to claims occurring as a result of
City's sole negligence. The provisions of this section shall not release City from liability arising
from gross negligence or willful acts or omissions of City or any and all of its officials,
employees and agents.
SECTION 17. INSURANCE.
Consultant agrees to obtain and maintain in full force and effect during the tern of this
Agreement the insurance policies set forth in Exhibit "C" "Insurance" and made a part of this
Agreement. All insurance policies shall be subject to approval by City as to form and content.
These requirements are subject to amendment or waiver if so approved in writing by the City
Manager. Consultant agrees to provide City with copies of required policies upon request.
SECTION 18. ASSIGNMENT.
The expertise and experience of Consultant are material considerations for this
Agreement. City has an interest in the qualifications of and capability of the persons and entities
who will fulfill the duties and obligations imposed upon Consultant under this Agreement. In
recognition of that interest, Consultant shall not assign or transfer this Agreement or any portion
of this Agreement or the performance of any of Consultant's duties or obligations under this
Agreement without the prior written consent of the City Council. Any attempted assignment
RIV 44838-6958-3880 0 - '7 -
shall be ineffective, null and void, and shall constitute a material breach of this Agreement
entitling City to any and all remedies at law or in equity, including summary termination of this
Agreement. City acknowledges, however, that Consultant, in the performance of its duties
pursuant to this Agreement, may utilize subcontractors.
SECTION 19. CONTINUITY OF PERSONNEL.
Consultant shall make every reasonable effort to maintain the stability and continuity of
Consultant's staff and subcontractors, if any, assigned to perform the services required under this
Agreement. Consultant shall notify City of any changes in Consultant's staff and subcontractors,
if any, assigned to perform the services required under this Agreement, prior to and during any
such performance.
SECTION 20. TERMINATION OF AGREEMENT.
(a) City may terminate this Agreement, with or without cause, at any time by giving
thirty (30) days written notice of termination to Consultant. In the event such notice is given,
Consultant shall cease immediately all work in progress.
(b) Consultant may terminate this Agreement for cause at any time upon thirty (30)
days written notice of termination to City.
(c) If either Consultant or City fail to perform any material obligation under this
Agreement, then, in addition to any other remedies, either Consultant, or City may terminate this
Agreement immediately upon written notice.
(d) Upon termination of this Agreement by either Consultant or City, all property
belonging exclusively to City which is in Consultant's possession shall be returned to City.
Consultant shall furnish to City a final invoice for work performed and expenses incurred by
Consultant, prepared as set forth in Section 4 of this Agreement. This final invoice shall be
reviewed and paid in the same manner as set forth in Section 4 of this Agreement.
0ore] 1fCole F �a01Wl11"
In the event that Consultant is in default under the terms of this Agreement, the City shall
not have any obligation or duty to continue compensating Consultant for any work performed
after the date of default. Instead, the City may give notice to Consultant of the default and the
reasons for the default. The notice shall include the timeframe in which Consultant may cure the
default. This timeframe is presumptively thirty (30) days, but may be extended, though not
reduced, if circumstances warrant. During the period of time that Consultant is in default, the
City shall hold all invoices and shall, when the default is cured, proceed with payment on the
invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the
outstanding invoices during the period of default. If Consultant does not cure the default, the
City may take necessary steps to terminate this Agreement under Section 20. Any failure on the
part of the City to give notice of the Consultant's default shall not be deemed to result in a
waiver of the City's legal rights or any rights arising out of any provision of this Agreement.
RN 44838-6958-3880 0 -8-
SECTION 22. EXCUSABLE DELAYS.
Consultant shall not be liable for damages, including liquidated damages, if any, caused
by delay in performance or failure to perform due to causes beyond the control of Consultant.
Such causes include, but are not limited to, acts of God, acts of the public enemy, acts of federal,
state or local governments, acts of City, court orders, fires, floods, epidemics, strikes, embargoes,
and unusually severe weather. The term and price of this Agreement shall be equitably adjusted
for any delays due to such causes.
SECTION 23. COOPERATION BY CITY.
All public information, data, reports, records, and maps as are existing and available to
City as public records, and which are necessary for carrying out the work as outlined in the
Exhibit "A" "Scope of Services," shall be furnished to Consultant in every reasonable way to
facilitate, without undue delay, the work to be performed under this Agreement.
SECTION 24. NOTICES.
All notices required or permitted to be given under this Agreement shall be in writing and
shall be personally delivered, or sent by telecopier or certified mail, postage prepaid and return
receipt requested, addressed as follows:
To City: City of Temple City
Attn: City Manager
9701 Las Tunas Dr.
Temple City, CA 91780
To Consultant:
Notice shall be deemed effective on the date personally delivered or transmitted by
facsimile or, if mailed, three (3) days after deposit of the same in the custody of the United States
Postal Service.
SECTION 25. AUTHORITY TO EXECUTE.
The person or persons executing this Agreement on behalf of Consultant represents and
warrants that he/she/they has/have the authority to so execute this Agreement and to bind
Consultant to the performance of its obligations hereunder.
SECTION 26. ADMINISTRATION AND IMPLEMENTATION.
This Agreement shall be administered and executed by the City Manager or his or her
designated representative, following approval of this Agreement by the City Council. The City
Manager shall have the authority to issue interpretations and to make minor amendments to this
RN 44838-6958-3880 vl -9-
Agreement on behalf of the City so long as such actions do not materially change the Agreement
or make a commitment of additional funds of the City. All other changes, modifications, and
amendments shall require the prior approval of the City Council.
SECTION 27. BINDING EFFECT.
This Agreement shall be binding upon the heirs, executors, administrators, successors and
assigns of the parties.
SECTION 28. MODIFICATION OF AGREEMENT.
No amendment to or modification of this Agreement shall be valid unless made in writing
and approved by the Consultant and by the City Council. The parties agree that this requirement
for written modifications cannot be waived and that any attempted waiver shall be void.
SECTION 29. WAIVER.
Waiver by any party to this Agreement of any tern, condition, or covenant of this
Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by
any party of any breach of the provisions of this Agreement shall not constitute a waiver of any
other provision nor a waiver of any subsequent breach or violation of any provision of this
Agreement. Acceptance by City of any work or services by Consultant shall not constitute a
waiver of any of the provisions of this Agreement.
SECTION 30. LAW TO GOVERN; VENUE.
This Agreement shall be interpreted, construed and governed according to the laws of the
State of California. In the event of litigation between the parties, venue in state trial courts shall
lie exclusively in the County of Los Angeles, California. In the event of litigation in a U.S.
District Court, venue shall lie exclusively in the Central District of California, in Los Angeles.
SECTION 31. ATTORNEYS FEES, COSTS AND EXPENSES.
In the event litigation or other proceeding is required to enforce or interpret any provision
of this Agreement, the prevailing party in such litigation or other proceeding shall be entitled to
an award of reasonable attorney's fees, costs and expenses, in addition to any other relief to
which it may be entitled.
SECTION 32. ENTIRE AGREEMENT.
This Agreement, including the attached Exhibits "A" through "C", is the entire, complete,
final and exclusive expression of the parties with respect to the matters addressed therein and
supersedes all other Agreements or understandings, whether oral or written, or entered into
between Consultant and City prior to the execution of this Agreement. No statements,
representations or other Agreements, whether oral or written, made by any party which are not
embodied herein shall be valid and binding. No amendment to this Agreement shall be valid and
binding unless in writing duly executed by the parties or their authorized representatives.
SECTION 33. SEVERABILITY
Ruvaa838-6958-388ovI - 10-
If any term, condition or covenant of this Agreement is declared or determined by any
court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions of
this Agreement shall not be affected thereby and the Agreement shall be read and construed
without the invalid, void or unenforceable provision(s).
IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date
and year first -above written.
ATTEST:
Mary Flandrick
City Clerk
APPROVED AS TO FORM
By:
Eric S. Vail
City Attorney
Its:
CITY OF TEMPLE CITY
By:
Jose Pulido, City Manager
Its:
NOTE: CONSULTANT'S SIGNATURES SHALL BE DULY NOTARIZED, AND
APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY BE
REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR
RIV 93838-6958-3880 vi - I I -
OTHER RULES OR REGULATIONS APPLICABLE TO DEVELOPER'S
BUSINESS ENTITY.
RIV 44838-6958-3880 v1 -12-
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
STATE OF CALIFORNIA
COUNTY OF
On I before me, , personally appeared , proved to me on
the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and
acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by
his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted,
executed the instrument.
1 certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is
true and correct.
WITNESS my hand and official seal.
Signature:
OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could
prevent fraudulent reattachment of this form
CAPACITY CLAIMED BY SIGNER
❑ INDIVIDUAL
❑ CORPORATE OFFICER
TITLE(S)
❑
PARTNER(S) ❑ LIMITED
❑ GENERAL
❑
ATTORNEY-IN-FACT
❑
TRUSTEE(S)
❑
GUARDIAN/CONSERVATOR
❑
OTHER
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(]ES))
R1V 44838-6458.3880 V1
DESCRIPTION OF ATTACHED DOCUMENT
TITLE OR TYPE OF DOCUMENT
NUMBER OF PAGES
DATE OF DOCUMENT
SIGNER(S) OTHER THAN NAMED ABOVE
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT
STATE OF CALIFORNIA
COUNTY OF
On before me,
personally appeared
❑ personally known to me - OR - ❑ proved to me on the basis of satisfactory evidence to be the person(s) whose
names(s) is/are subscribed to the within instrument and
acknowledged to me that he/she/they executed the same in
his/her/their authorized capacity(ies), and that by his/her/their
signature(s) on the instrument the person(s), or the entity upon
behalf of which the person(s) acted, executed the instrument.
WITNESS my hand and official seal.
(SIGNATURE OF NOTARY)
OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could
prevent fraudulent reattachment of this form
CAPACITY CLAIMED BY SIGNER
❑ INDIVIDUAL
❑ CORPORATE OFFICER
TITLE(S)
❑
PARTNER(S) ❑ LIMITED
❑ GENERAL
❑
ATTORNEY-IN-FACT
❑
TRUSTEE(S)
❑
GUARDIAN/CONSERVATOR
❑
OTHER
SIGNER
IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
RIV 94838-6958-3880 vl
DESCRIPTION OF ATTACHED DOCUMENT
TITLE OR TYPE OF DOCUMENT
NUMBER OF PAGES
DATE OF DOCUMENT
SIGNER(S) OTHER THAN NAMED ABOVE
EXHIBIT "A"
SCOPE OF SERVICES
I. Consultant will perform the following Services:
A.
B.
C.
D.
II. As part of the Services, Consultant will prepare and deliver the following tangible work
products to the City:
A.
B.
C.
D.
III. During performance of the Services, Consultant will keep the City appraised of the
status of performance by delivering the following status reports:
A.
B.
C.
D.
IV. The tangible work products and status reports will be delivered to the City pursuant to
the following schedule:
A.
B.
C.
6876 ,1
RN 44838-6958-3880 v1
A-1
6876 vl
I7
V. Consultant will utilize the following personnel to accomplish the Services:
A.
B.
C.
D.
VI. Consultant will utilize the following subcontractors to accomplish the Services:
A.
B.
C.
D.
VII. AMENDMENT
The Scope of Services, including services, work products, and personnel, are subject to
change by mutual Agreement. In the absence of mutual Agreement regarding the need to change
any aspects of performance, Consultant shall comply with the Scope of Services as indicated
above.
AN 44838-6958-3880 vl
A-2
EXHIBIT "B"
COMPENSATION
I. Consultant shall use the following rates of pay in the performance of the Services:
A. Hobl fhourlvrate l
B. Hobl fhourly ratel
C. liobl [hourly rate]
D. hobl [hourly rate]
E. liobl fhour] y rate]
II. Consultant may utilize subcontractors as indicated in this Agreement. The hourly rate
for any subcontractor is not to exceed $ per hour without written authorization
from the City Manager or his designee.
Ill. The City will compensate Consultant for the Services performed upon submission of a
valid invoice. Each invoice is to include:
A. Line items for all personnel describing the work performed, the number of hours
worked, and the hourly rate.
B. Line items for all supplies properly charged to the Services.
C. Line items for all travel properly charged to the Services.
D. Line items for all equipment properly charged to the Services.
E. Line items for all materials properly charged to the Services.
F. Line items for all subcontractor labor, supplies, equipment, materials, and travel
properly charged to the Services.
IV. The total compensation for the Services shall not exceed $ as provided in
Section 4 of this Agreement.
RIV 44838-6958-3880 vl
B-1
EXHIBIT "C"
INSURANCE
A. Insurance Requirements. Consultant shall provide and maintain insurance,
acceptable to the City Manager or City Counsel, in full force and effect throughout the term of
this Agreement, against claims for injuries to persons or damages to property which may arise
from or in connection with the performance of the work hereunder by Consultant, its agents,
representatives or employees. Insurance is to be placed with insurers with a current A.M. Best's
rating of no less than A:VII. Consultant shall provide the following scope and limits of
insurance:
Minimum Scope of Insurance. Coverage shall be at least as broad as:
(1) Insurance Services Office form Commercial General Liability
coverage (Occurrence Form CG 0001).
(2) Insurance Services Office form number CA 0001 (Ed. 1/87)
covering Automobile Liability, including code 1 "any auto" and endorsement CA 0025, or
equivalent forms subject to the written approval of the City.
(3) Workers' Compensation insurance as required by the Labor Code
of State of California and Employer's Liability insurance and covering all persons providing
services on behalf of the Consultant and all risks to such persons under this Agreement.
(4) Professional liability insurance appropriate to the Consultant's
profession. This coverage may be written on a "claims made" basis, and must include coverage
for contractual liability. The professional liability insurance required by this Agreement must be
endorsed to be applicable to claims based upon, arising out of or related to services performed
under this Agreement. The insurance must be maintained for at least 3 consecutive years
following the completion of Consultant's services or the termination of this Agreement. During
this additional 3 -year period, Consultant shall annually and upon request of the City submit
written evidence of this continuous coverage.
2. Minimum Limits of Insurance. Consultant shall maintain limits of
insurance no less than:
(1) General Liability: $1,000,000 general aggregate for bodily injury,
personal injury and property damage.
(2) Automobile Liability: $1,000,000 per accident for bodily injury
and property damage. A combined single limit policy with aggregate limits in an amount of not
less than $2,000,000 shall be considered equivalent to the said required minimum limits set forth
above.
Riv #4838-6958a880 vi
C-1
(3) Workers' Compensation and Employer's Liability: Workers'
Compensation as required by the Labor Code of the State of California and Employers Liability
limits of not less than $1,000,000 per accident.
(4) Professional Liability: $1,000,000 per occurrence.
B. Other Provisions. Insurance policies required by this Agreement shall contain the
following provisions:
1. All Policies. Each insurance policy required by this Agreement shall be
endorsed and state the coverage shall not be suspended, voided, cancelled by the insurer or either
party to this Agreement, reduced in coverage or in limits except after 30 days' prior written
notice by Certified mail, return receipt requested, has been given to City.
2. General Liabilitv and Automobile Liabilitv Coverages.
(1) City, and its respective elected and appointed officers, officials,
and employees and volunteers are to be covered as additional insureds as respects: liability
arising out of activities Consultant performs; products and completed operations of Consultant;
premises owned, occupied or used by Consultant ; or automobiles owned, leased, hired or
borrowed by Consultant. The coverage shall contain no special limitations on the scope of
protection afforded to City, and their respective elected and appointed officers, officials, or
employees.
(2) Consultant's insurance coverage shall be primary insurance with
respect to City, and its respective elected and appointed, its officers, officials, employees and
volunteers. Any insurance or self insurance maintained by City, and its respective elected and
appointed officers, officials, employees or volunteers, shall apply in excess of, and not contribute
with, Consultant's insurance.
(3) Consultant's insurance shall apply separately to each insured
against whom claim is made or suit is brought, except with respect to the limits of the insurer's
liability.
(4) Any failure to comply with the reporting or other provisions of the
policies including breaches of warranties shall not affect coverage provided to City, and its
respective elected and appointed officers, officials, employees or volunteers.
3. Workers' Compensation and Emnlover's Liability Covera¢e. Unless the
City Manager otherwise agrees in writing, the insurer shall agree to waive all rights of
subrogation against City, and its respective elected and appointed officers, officials, employees
and agents for losses arising from work performed by Consultant.
C. Other Requirements. Consultant agrees to deposit with City, at or before the
effective date of this contract, certificates of insurance necessary to satisfy City that the
RIV 44838-6958-3880 vl
C-2
insurance provisions of this contract have been complied with. The City Attorney may require
that Consultant furnish City with copies of original endorsements effecting coverage required by
this Section. The certificates and endorsements are to be signed by a person authorized by that
insurer to bind coverage on its behalf. City reserves the right to inspect complete, certified
copies of all required insurance policies, at anytime.
1. Consultant shall furnish certificates and endorsements from each
subcontractor identical to those Consultant provides.
2. Any deductibles or self-insured retentions must be declared to and
approved by City. At the option of City, either the insurer shall reduce or eliminate such
deductibles or self-insured retentions as respects City or its respective elected or appointed
officers, officials, employees and volunteers or the Consultant shall procure a bond guaranteeing
payment of losses and related investigations, claim administration, defense expenses and claims.
3. The procuring of such required policy or policies of insurance shall not be
construed to limit Consultant's liability hereunder nor to fulfill the indemnification provisions
and requirements of this Agreement.
RN 94838-6958-3880 vl
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ATTACHMENT C
CORPORATE LEADERSHIP GROUP, LLC
25146 Running Horse Road, Santa Clarita CA 91321 T-661-888-1047
GLF7@aol.com
March 11, 2013
Mr. Jose Pulido
City Manager
City of Temple City
9701 Las Tunas Drive
Temple City, CA 91780
RE: LOCAL GOVERNMENT STRATEGIC PLANNING — RESPONSE TO REQUEST FOR PROPOSALS
Dear Mr. Pulido:
Corporate Leadership Group, LLC is pleased to submit this proposal to you and the City of Temple City
for consideration for the Local Government Strategic Planning Project. As a professional consulting
firm, we are exciting about the opportunity to assist the City and its stakeholders and community on
this important strategic planning effort. We have assembled a team of professionals with over 60
years of experience in municipality planning and leadership experience. Our team includes recognized
experts in Public Leadership, Strategic Planning for Municipalities, Disciplined Management Systems
Implementation, and Public Administration Management.
We look forward to working with you and your qualified staff in helping to define and shape the great
and vibrant future of the City of Temple City for the benefit of the community and its businesses and
residents. We are confident that we can develop a living plan that brings alignment among all key
stakeholders and results in not only an innovative and progressive plan and process, but an instrument
that will chart the path for the positive transformation of the City for years to come, setting the tone
for other cities around the country.
This proposal shall remain valid for a period of not less than ninety (90) calendar days from the date of
the submittal. As the principal of Corporate Leadership Group, LLC, I am the individual with legal
authority to bind the firm and can attest that all information submitted with this proposal is true and
correct.
Thank you for your time and consideration. If you have any questions or require any additional
information, please do not hesitate to contact me.
Sincerely,
Gary LaFerla
Corporate Leadership Group, LLC
CORPORATE LEADERSHIP GROUP, LLC
25146 Running Horse Road, Santa Clarita CA 91321 T-661-888-1047
GLF7@aol.com
PROPOSAL FOR LOCAL GOVERNMENT STRATEGIC PLANNING
City of Temple City, CA
City of Temple City
ATTN: Jose Pulido, City Manager
RE: Local Government Strategic Planning
9701 Las Tunas Drive
Temple City, CA 91780
March 11, 2011
1
Table of Contents
Item Page #
A. Executive Summary 4
Qualifications
Strengths
B. Understanding and Approach to the Project 7
I. Summary of Approach to Project
II. Understanding and Approach to Challenges
III. Required Information Expected from City
IV. Participation Required from City Staff/Consultants
V. Approach to Working Effectively with Ad Hoc Committees and
Community Presentations
VI. Approach to Effective Interaction with Community Groups
C. Process 12
1. Outline of Quality Control and Procedures to Collect Public Input
II. Approach to Formatting City Council and Staff Workshops
III. Statement as to Management of Flow of Information between Team
D. Experience on Similar Projects 14
1. List and Experience on Similar Project Completed within Last 5 Years
a. Project Name and Location
b. Brief Project Description
c. Total Project Budget
d. Project Duration
e. Names and firms of the team members
f. References cited for each cited project
II. Provide a List and description of Current Projects
E. Experiences in Controlling Project Cost/Duration 18
I. Statement of the firm's philosophy with respect to Cost/Budget
II. Statement of the firm's philosophy with respect to schedule control
III. Provide information on Projects completed in last 5 years
a. Date contract was awarded
b. Schedule for the process
c. Completed deliverables
d. Budget established
e. Process start and completion dates
2
Table of Contents (continued)
F. Proposed Organization and Staffing 21
I. Identification of firm
II. Description of organizational structure and staffing for the project
a. Resume of the lead to be assigned to the project
b. Name of consulting firms/lead assigned to the project
c. Resumes of the balance of the consulting team
III. Estimate of lead individual's estimated percentage of time of involvement
IV. Description of team members' experience and background
V. Summary of Current Projects
G. Financial Standing 34
I. Provide a current annual report or audited profit and loss statement
II. Amount and carriers of both general liability and professional liability
insurance
H. Exceptions to Standard Agreement 36
I. List any exceptions to the Standard Agreement
I. Fee Proposal: Content and Organization
Attached
E1
A. Executive Summary
Qualifications:
For this project, we have put together a leading team of professionals with over 60 years of combined
municipality planning and leadership experience. Our team includes recognized experts on the topics
of: Public Leadership, Strategic Planning for Municipalities, Disciplined Management System
Implementation, and Public Administration Management. We know and understand the needs of
municipal clients — the ebb and flow of servicing ever-present requirements for provision of quality
public projects, programs, and provision of services to an ever-changing and dynamic landscape of
citizens and stakeholders that can and may buy -in. Through Corporate Leadership Group, LLC's proven
model, clients' can and will consciously and proudly project, promote, and support the future forecast of
their communities as true owners rather than affiliates or mere ambassadors
WHY? Because Corporate Leadership Group, LLC understands the immense value that elected officials,
community groups, business professionals, educational service providers, knowledge workers, thought
leaders, and experts in their respective fields bring each and every single day to their "tables." These
elements frame the intellectual, political, and community capital required to take on seemingly
monumental tasks such as the proper preparation and deployment of the City of Temple City's Strategic
Plan.
YOU — as a City and community are prepared and poised.
WE—as a professional consultant firm are prepared and poised.
At Corporate Leadership Group, LLC, you receive the benefit of:
OUR Strengths:
• Municipality Strategic Plan Mapping and Design Expertise
• Strategic Plan Design
• Innovativeness in the Strategic Planning Process with Focus on Transformational Change
• Public Forum Facilitation and Management
• Leadership Coaching and Development for Municipality Council and Staff
• Ability to Achieve Citizen and City Alignment around key Initiatives
• Crisis Management and Mitigation for Municipalities
• Proven ability to implement and execute broad based plans throughout organizations.
OUR Combined Experience:
- 40 years - Strategic Planning Experience with a Focus on Municipalities.
- 60 years - Strategic Leadership Experience
Corporate Leadership Group, LLC's COMMITMENT:
Our mission is to develop a living plan that brings alignment among all key stakeholders and results in
the positive transformation of the City for future years. Our goal is to execute a planning process that is
innovative and will set the tone for other cities around the country. We plan to achieve this goal by
including the successful City of Temple City planning process in the best-selling and award-winning,
Strategic Planning for Public and Nonprofit Organizations, 6th Edition (2013-14). And, we endeavor to
coordinate with your qualified staff in incorporating these deliverables in to web -friendly and print -
friendly formats at agreed-upon intervals.
V14:21ITSIM4
I. Provide a summary of your approach to the project
This project will be a collaborative event whereby all stakeholders will become participants. Corporate
Leadership Group, LLC will serve as the planning lead and facilitator for the strategic planning process
but also as an extension of City staff through participation in stakeholder and community outreach
meetings. We have and maintain a "Best -Foot -Forward" approach with all of our clients and seek
coordination with City Staff in all areas. You are the experts in your community— always.
II. Discuss your understanding and approach to the challenges of this project
The significant challenges of this project are as follows:
A. Identifying the best and highest goals for the City
B. Achieving consensus (alignment) around the right objectives
C. Making the strategic plan transformational in nature— a living plan.
To overcome these challenges, we will need the proper planning design for success. Our team will
achieve this in the early stages of the strategic plan process.
Our approach is as follows:
Development of a strategic mapping process that achieves the desired objectives of the City, Council and
Residents
Gaining Council insight in meetings for the future City model and present expectations
Develop a targeted citizen involvement program that accurately assesses the needs/desires of the
citizen groups across the spectrum of business and property owners.
Engage City management and staff in the planning process.
Develop objectives across the several platforms of management including but not limited to: 1) Policy 2)
Goals and 3) Operational objectives to meet those goals.
Develop an disciplined management process to deploy the plan on an operational level and
subsequently hold stakeholders accountable for plan execution.
With our ability to retain the services of an international authority on public process, management, and
administration, we suggest that the City of Temple City consider alignment with the established process
referenced by Dr. John Bryson, known as the Strategy Change Cycle (see below):
The Strategy Change Cycle
An Effective Strategic Planning Approach for Nonprofit Organizations
This is a proven but intensive and concurrent process which has consistently driven real results in
process enhancement and incredible organizational performance. Dr. John Bryson is a proud member
of the Corporate Leadership Group, LLC team, and if selected, is confident that this project may have
the potential to achieve not only documented and merited city, business, and community results but the
real potential for publication on a national and potentially international stage.
Ill. List the required information expected from the City by major task
Task: Meetings with City Council and City Manager
Required information: Expected deliverables for the plan on a comprehensive level.
Task: Public involvement program and proposed methodology for outreach.
Required information: City Demographics, targeted stakeholder groups types, collaborative input re:
information we will extrapolate from the public involvement program, direct marketing information etc.
91
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It
This is a proven but intensive and concurrent process which has consistently driven real results in
process enhancement and incredible organizational performance. Dr. John Bryson is a proud member
of the Corporate Leadership Group, LLC team, and if selected, is confident that this project may have
the potential to achieve not only documented and merited city, business, and community results but the
real potential for publication on a national and potentially international stage.
Ill. List the required information expected from the City by major task
Task: Meetings with City Council and City Manager
Required information: Expected deliverables for the plan on a comprehensive level.
Task: Public involvement program and proposed methodology for outreach.
Required information: City Demographics, targeted stakeholder groups types, collaborative input re:
information we will extrapolate from the public involvement program, direct marketing information etc.
91
Task: Facilitate strategic planning workshops with key groups (e.g., City Council, City Staff, Chamber of
Commerce, Commissions, etc.).
Required information: An initial scoping meeting would be required to assess timing and frequency.
Task: Help the City of Temple City decide what it "wants to be" in the future, including identification of
what makes Temple City unique and special, and how the City can position itself to be prepared for the
future while still retaining those qualities.
Required information: An initial scoping meeting would be required to assess expectations.
Task: Serve as a way to organize and prioritize City initiatives and resources to achieve specific goals
within a defined period of time (e.g., five year timeframe in the short term, and 10 to 20 year timeframe
in the long term) with specific performance measures.
Required information: An initial scoping meeting would be required to assess expectations.
Task: Transform the conceptual goals of the visioning process into realistic, achievable targets.
Required information: An initial scoping meeting would be required review process.
Task: Serve as a framework for development of a new/updated General Plan.
Required information: An initial scoping meeting would be required to review process.
Task: Generate new ideas and discussion about the built environment, economic development,
environmental and fiscal sustainability, sense of place, and the City's overall identity.
Required information: An initial scoping meeting would be required to assess expectations.
Task: Chart an effective, considered, and innovative course of action for the City's future, setting
priorities and maximizing innovative opportunities.
Required information: An initial scoping meeting would be required to review process.
Task: Team building and executive coaching/mentoring.
Required information: Leadership assessments, roles and responsibilities for plan execution,
organizational charts.
IV. Indicate participation the firm will require from the City staff and consultants
Participation will include the following:
A. City Council representative as advisor in the process.
B. City Manager provides strategic and tactical understanding for the project.
C. City Staff participation for various components of the plan including strategic initiative clarity,
budget and forecasting development, internet communications for strategic plan deployment
etc.
V. Describe your approach to working effectively with Ad-hoc committees. Attendance in
community engagement presentations will be required.
In preparing and implementing a living plan, stakeholder and community input is a critical element,
particularly for a non-profit or public organization. Ad hoc committees provide effective forums for
valuable dialogue and information exchange during plan development and throughout adoption and
implementation. Ad hoc committee meetings would be properly scheduled and organized during the
plan development process to ensure concise but clear communication of plan elements and feedback in
a structured "charette" framework. Advance coordination with City staff as to the structure and
membership of ad hoc committees is important to effectively manage expectations and achieve
beneficial results. As with all meetings, it is always important to clearly communicate the specific goals
and objectives for the particular session, acknowledge input, but remain ever respectful of members'
time. Through decades of experience in public and corporate environs, we have a proven process for
delivering professional and progressive meeting facilitation services.
VI. Describe your approach to effective interaction with community groups.
We have found that community engagement presentations offer immense opportunities and allow for
important feedback as to the content, clarity, and communicability of any plan. These sessions should
provide a comfortable but organized presentation framework and setting, which also needs to include
clear messaging of plan elements and desired outcomes for the session. Structure and schedule for
these sessions are important, but effective community forums can also integrate "break-out" displays
for specific strategic plan elements, enhancing interpersonal contacts and increasing awareness and
understanding. Community meetings must be timely but interactive across stakeholders and City staff.
Community feedback must be documented but can be provided during the meetings in meeting
minutes, video recordings, and through community feedback media and emails. Obtaining City
feedback prior to and after the session is an important element. Continually recognizing the value of
participation is key to achieving and sustaining plan buy -in at all levels.
L
11
I. Provide an outline of quality control and procedures to coordinate the collection of public
input.
Corporate Leadership Group, LLC has an established and effective quality control process for collection
of public input. While maintaining document control throughout the plan development process, we
tailor specific data and information collection tools to the communities we serve. Depending on the
project scope, budget, and client preferences, we can design data collection media electronically,
through project web sites and project specific email, and through video recordings of key community
and stakeholder meetings. At a minimum, detailed meeting minutes would be prepared and
distributed. Print and electronic surveys may also be implemented. It is always important to design
these data collection methods around the target audience — e.g. the community. As such, we can and
have effectively implemented cost-effective collaborative processes including print media with client
staff and local colleges and universities which were unique to communities but involved multi-lingual
translations.
II. Describe your approach to formatting City Council and City staff workshops.
City Councils and City Staff represent a core group of knowledge and thought leaders integral to
effectively developing and delivering a quality plan. As such, it is our job to harness that tacit experience
and understanding in structured and professional forums. Advance coordination with City staff is
important to effectively manage expectations and achieve beneficial results. These sessions would be
structured in a "charrette" framework with clear communication of the specific goals and objectives for
the particular session. Adherence to schedule is important to respect members' time. Through decades
of experience in public and corporate environs, we have a proven process for delivering professional and
progressive meeting facilitation services.
III. Provide a statement as to how you will manage the flow of information between
members of the team: the City Council, City Manager, businesses, and the public.
Corporate Leadership Group, LLC has developed multiple information management systems,
each of which we customize for our clients. Information flow between the City Council, City
Manager, businesses, and the public will be continually tracked developed through preparation
of a communications plan and monitored through an information matrix, with all
communications coordinated in advance by and through the City Manager and his staff.
12
13
D. Experience on Similar Projects
I. Provide a list and description of similar projects completed within the last five years of
similar scope and complexity. Include the following information:
a. Project Name and Location;
1. City of Torrance, Torrance California
2. Inland Valley Development Agency—San Bernardino, California
3. Sterling Construction Corporation $500M+ Nasdaq stock exchange — Houston, Texas
4. Ralph L. Wadsworth Engineering—$250M, 5 Time award winning Best of State
Company, Salt Lake City UT
John Bryson - Projects:
1. MetroGIS (i.e., the Twin Cities of Minnesota regional geographic information system)
"A Methodology for Assessing Public Value"; Duration — 6 months
Randall Johnson: johnsonRRKA@gmail.com
2. The Loft Literary Center, Minneapolis, MN (ongoing)
"Developing a Business Model/Livelihood Scheme for The Loft"
Jocelyn Hale:jhale@loft.org
Michael Burrows - Projects:
1. Highest and Best Use Analysis (2007): BNSF Railway Company— California, Nevada,
Utah
2. Strategic Plan (2009): Inland Valley Development Agency — San Bernardino, California
3. Property Management Proforma (2011): Iota Alpha Housing Corporation -- California
4. Asset Management Plan (2012): Oversight Board for IVDA — San Bernardino, California
b. Brief project description
1. City of Torrance — Repair and restore an unsuccessful strategic planning project and
implement plan across the spectrum of 50 key managers and 2,000 employees.
2. Inland Valley Development Agency — Design , develop, and deploy a strategic plan
across two public, multi -jurisdictional joint powers authorities, and implement
organizational development and management training processes for resident staff.
3. Sterling Construction Corporation — Design, develop and deploy 5 divisional strategic
plans and a corporate plan that brought alignment among subsidiaries. Deployment
includes companywide implementation utilizing a customized disciplined management
system.
14
4. Ralph L. Wadsworth Engineering — Design, develop and deploy corporate strategic
plans and bring alignment among departments and subsidiaries. Deployment includes
companywide implementation utilizing a customized disciplined management system.
c. Total project budget
1. City of Torrance -- 60k for Strategic plan design, completion and companywide
deployment
2. Inland Valley Development Agency -- 60k for Strategic plan design, completion and
companywide deployment
3. Sterling Construction Corporation -- 80k for Strategic plan design, completion and
companywide deployment
4. Ralph L. Wadsworth Engineering -- 60k for Strategic plan design, completion and
companywide deployment
d. Project duration
1. City of Torrance -- 4 Months for plan repair and deployment
2. Inland Valley Development Agency — 4 Months for plan preparation; 6 months for
deployment; 12 months for on-going organizational development
3. Sterling Construction Corporation -- 4 Months for plan creation and 1 Year for
deployment
4. Ralph L. Wadsworth Engineering -- 4 Months for plan completion and 1 Year for
deployment
e. Names of firms of the team members
1. Corporate Leadership Group — G. LaFerla and ACM — Mary Giordano
2. Corporate Leadership Group—G.Laferla and Michael Burrows
3. Corporate Leadership Group — G.LaFerla and CEO Joe Harper Sr.
4. Corporate Leadership Group — G.LaFerla and CEO Kip Wadsworth
f. References for each cited project
1. Mary Giordano
2. Michael Burrows
3. Joe Harper Sr.
4. Kip Wadsworth
II. Provide a list and description of current projects
1. Turnaround and Strategic Planning/Management of Cypress Technologies: Oil/Gas
Manufacturing
15
2. Corporate Development and Strategic Planning/Management of Bodell Engineering Services -
Industrial Construction
3. Corporate Development and Strategic Planning/Management of JDH Holdings including 9
companies
4. Corporate Development and Strategic Planning/Management of Premier Transportation
5. Corporate development and leadership for high performance City model with City of Temple
City, Temple City CA
16
17
E. Experiences in Controlling Project Cost/Design Schedule
1. Provide a statement of the firm's philosophy with respect to cost and budget control during
the process, demonstrating experience and ability to remain within a given budget.
As a professional consulting firm with over 60 years of experience, Corporate Leadership Group,
LLC takes pride in understanding our clients' needs at the inception of a project, then
developing and delivering projects that meet and exceed expectations. Communication is the
key to that success, as we have developed project tracking and billing systems for our clients
that clearly demonstrate where we are, where we are going, and when we are going to get
there - on time and within budget. We reinforce this progress regularly through client meetings
and communications.
II. Provide a statement of the firm's philosophy with respect to schedule control. Describe
your approach to meeting the schedule for this process.
"Know Thy Time..." We believe that there are always two sides to a schedule: the client and
the deliverable, and it is our job to manage both. We work closely with our clients at the initial
stages to clearly understand the project schedule, identifying and discussing any potential
challenges or constraints and incorporating those expectations into our framework. Then, we
continually monitor, update, and communicate our progress based on their operating
procedures to ensure timely delivery. We would employ a similar approach to this project, and
can accommodate the anticipated timeframe referenced in the Request for Proposals of Six to
Nine Months. Given our availability and understanding of the project and capabilities of the
team members and City Staff, we do not currently see any issues in meeting the required
delivery date.
III. For the projects completed in the last five years listed for item D above, provide for this
section the following information:
a. The date the contract was awarded;
1. City of Torrance, Torrance California February 2009
2. Inland Valley Development Agency— September 2009
3. Sterling Construction Corporation -- March 2010
4. Ralph L. Wadsworth Engineering—Annually since 2007-2013
b. The schedule for the complete process
Because we invest in customization of our processes and products on a per -client and per -
project basis, assessment of each client's internal and external needs, schedules, and
completion milestones are different for each every project. All projects and individual phases
thereof have been timely completed and delivered successfully within budget. In many cases,
completion of a particular project resulted in award of an extension to a subsequent project or
IN
project phase. A brief synopsis is provided below. If any additional information is required,
Corporate Leadership Group, LLC will respectfully provide upon request.
1. City of Torrance, Torrance California February 2009
2. Inland Valley Development Agency—San Bernardino, California September 2009
3. Sterling Construction Corporation $500M+ Nasdaq stock exchange — Houston, Texas
March 2010
4. Ralph L. Wadsworth Engineering—$250M, 5 Time award winning Best of State
Company, Salt Lake City LIT Annually since 2007-2013
c. List the completed deliverables;
1. City of Torrance—Strategic planning, Key Performance Indicators for all departments,
training for 50 key managers, facilitation of Senior Management leadership meetings
and deployment of plan across the spectrum of 50 key managers and 2,000 employees.
2. Inland Valley Development Agency— Strategic planning, Key Performance Indicators for
all departments and all joint powers authority strategic priorities, training for 7 key
managers, facilitation of Senior Management leadership meetings and deployment of
plan across two joint powers authorities and 48 employees.
3. Sterling Construction Corporation —design, develop and deploy 5 divisional strategic
plans, customized development and deployment of disciplined management process for
use in plan deployment.
4. Ralph L. Wadsworth Engineering — design, develop and deploy 5 divisional strategic
plans, customized development and deployment of disciplined management process for
use in plan deployment.
d. Budget established
1. City of Torrance -- 60k for Strategic plan design, completion and companywide deployment
2. Inland Valley Development Agency -- 60k for Strategic plan design, completion and
companywide deployment
3. Sterling Construction Corporation -- 80k for Strategic plan design, completion and
companywide deployment
4. Ralph L. Wadsworth Engineering -- 60k for Strategic plan design, completion and
companywide deployment
I. Process start and completion dates
1. City of Torrance, Torrance California February 2009—August 2009
2. Inland Valley Development Agency— September 2009 —November 2011
3. Sterling Construction Corporation March 2010 — December 2010
4. Ralph L. Wadsworth Engineering—Annually November 2012- March 2013
19
m
I. Identification of Firm: State the year the firm was established. Include a brief description of
the organization, its constituent parts and size variation in the last five years.
Corporate Leadership Group, LLC is a California corporation that was established in 2010 to
carry on the same consistent work that was begun in 1988 with leadership coaching and
strategic development for non-profit organizations, corporations, and public agencies.
Mission: We develop our clients to reach their highest level of achievement and profitability.
Organizational Core Values:
Core Value 1:
Winning through Results
Core Value 2:
Best of the Best Practices
Core Value 3:
Listening to Learn
Core Value 4:
Accountability for Results
Core Value 5:
Leadership and Humility
Core Value 6:
Discipline and Sacrifice
Core Value 7:
Relationship... Handshake
Constituent parts: We employ what we call the best -of -best class members for various projects
including professionals for board advice, strategic leadership, public administration, human
capital, engineering, construction, law and compliance, public relations, sales etc. Clients'
needs are a function of their respective markets and environs; therefore, we continually adapt
and adjust to meet and exceed expectations.
Size variation: We contract and expand on a per project basis. Our average size organization
has a budget of $125M in revenue/funding with a range of $4M -$600M respectively.
Therefore, we will employ as many as 10 and as little as 1 consultant dependent upon the
project requirements.
II. Provide a description of the organizational structure and staffing to be used for the project.
Include an organizational chart.
The organizational structure we have established will provide maximum flexibility and
performance by facilitating full access to Gary LaFerla as lead consultant with John Bryson
serving in strategic communications and plan -map design roles. Michael Burrows will provide
general project management and transaction management support to the team with Gary as
Senior Consultant to ensure execution of a complete, deliverable, and ready -to -deploy project.
Pal
Proposed Organizational Chart for Project Delivery
City Council
City of Temple City
City Manager
& Staff
�orporate Leadership]
Group, LLC 1
Gary LaFeda
i
Senior Consultant&1 Senior Consultant
Author J
ljohn Bryson I Michael Burrows
a. The resume of the lead to be assigned to the project;
Gary LaFerla — Lead Consultant
22
Gary brings to the Corporate Leadership Group a distinguished record of
achievement, nationally as well as internationally. He has an extensive
background in for-profit, municipal and non-profit sectors, embracing
corporate business and leadership with 25 years' experience in leadership
roles.
As CEO -president, Gary has held complete responsibility for P&L, strategic
planning, operations, business development, marketing and sales
management. His successes include growing revenues, profits and stakeholder
value at start-ups, turnarounds as well as at thriving organizations.
He is recognized as a strong leader with the proven ability to develop relationships as a trusted advisor
to Board of Directors, CEO's and their senior management teams, executing top-down organizational
change that results in bottom line profitability. Gary has consulted to corporate boards and senior
management teams that span virtually every business discipline and client base ranging from small
businesses to Fortune 500 companies, non-profit organizations and municipalities.
Gary possesses exceptional communication, strategic planning, problem resolution, and business
development skills, including marketing, training and team building. His team -building strengths have
created consensus around corporate initiatives, unproved execution and increased profitability.
His scope of activity has embraced 30 countries throughout North America, South America, Europe,
Asia, the Middle East and Africa. He has created and instituted business development processes that
were used in 30 countries, with the focus on Fortune 100 commies.
Gary LaFerla is also an accomplished motivational speaker, having given presentations in North
America, South America, Asia and Great Britain with audience sizes ranging from the board room to
20,000 people, including live television coverage to 1 million viewers. He has been featured in
numerous radio interviews on stations throughout the nation speaking on the topic of decision making
and successful living. He's listed in Who's Who inAmerica.
One of Gary LaFerla's notable accomplishments was being invited to eight White House Briefings with
the president of the United States. The White House Office of Public Liaison also asked him to bring to
these briefings CEOs of nationally recognized companies, where he hosted these events.
An internationally published author, Gary's Finding Your Way enjoys distribution that spans 20
countries throughout North America, Latin America, Europe and Asia. The book is endorsed by
Congressman andthree-time Olympian Jim Ryon
An accomplished guitarist, Crary plays rock, blues, country and Latin styles. He has entertained
audiences in the United States and Latin America and has toured with Guinness World Record "fastest
flat -picking guitarist" and country music Artist of the Year. His professional music experience provides
an excellent platform for mentoring, training and charting strategy with corporate leaders and their
teams.
Gary has the passion, energy and drive to develop leaders and their companies to reach their highest
level of achievement and profitability. Mr. LaFada is the President of the Corporate Leadership Group.
23
Mut Clientsand Cdlezrg a Say:
"Send Gary the check for that counsel. -
.lack Welch, CEO Emeritus, General Electric
'Performed a miracle with orn board of directors"
Fortune 500 Company on NYSE Stock Exchange
114 Godsend, Brought the right leadership team to our Council at the right time."
International Airport embroiled in FBI investigation with national merha coverage
"Turned around a tough CEO and bamformed mer Company"
01 Subcontractor for Walt Disney International
"Thankyou for assisting us in aihacting national recognized leadership"
White House Office of Public Liaison
Notable Clients andCcacln"taeAssiRn tv
Board of Directors
77ae Academy ofAumrds oflnterere ive Arts
Chad Lewis
NFL Football Player and Recipient of the 1999 Super Boal Title
Cort Fumiture Senior Team
Berkshire Hathaway - Iirm•ren Buffett Portfolio Company
Gordon HefCern
CEO — Emeritus, Eev Bank International
Keith Lindner
Owner — Cincinnati Reds
Rich Snyder
CEO - In n Out Burger
Senior Team
Psychiatric Solutions Ino. - Fortune 50 Company
Industry Exnerieacc
Global Transportation, Construction, Engineering, Gas, Oil Manufacturing, Automotive OEM,
Entertainment, Government, Medical, Legal, rood Service, Architecture, Real Estate
Development, Retail and IT services.
24
Rearesmutive Srtccessez
Convinced directors to implement an international business strategy, rescuing company from a hostile takeover
InternadonaRy Recogniaed'Automodve OEM
Rescued a failed municipality strategic planning effort involving 50 top managers and 2000 employees
Major Los Angeles County Municipality
Increased revenues 375% and not income 3,665% over a 7 -year period
$200M4ear and 5 time Best ojState Award Winning Company
Resolved a management crisis and grew revenue 100% with a 25% Gross Profit in 15 Months
35 -Year -Old Gas and Oil Manujactming Company
Turned around a law firm in 120 days, resulting in a cash sale of $4.5M
45 -Year -Old Los Angeles -based Law Firm
Increased IT consultancy firm's cash position from $100K to $1M in 150 days
New York -based IT Consultancy Firm
Solta ims and Ccmpetetwier
Execute successful turnarounds for teams and companies.
Develop, deploy and execute strategic solutions to drive growth.
Coach and mentor CEOs, boards, senior and mid-level management teams.
Interim Director, CEO and COO.
Perfom crisis mitigation and solution development for tough CEOs, senior teams, deadlocked boards,
family-owned entities, city councils, municipalities and political officials.
Develop and drive disciplined management systems companywide, improving execution and profitability.
Teach and implement foundational management disciplines on a company -wide level.
Coach and mentor young professionals for business and career development.
Internationalist.
AlRbatimr.
Gary is a member of the HSM Global Business Forum (WOBI); a forum that hosts top business leaders and
politicians from around the world.
cautact lzurs tiro
Corporate Leadership Group, LLC.
Santa CWta, California 91321
CEO and President
Gary C. LaFerla
Email: GIt70),aol.com
Cell: 330-962-7778
Office: 661-888-1047
http://corporateleadershipgroup.com
FAi
b. Name of the consulting firms, the lead of the consulting firms to be assigned to this project,
their resume, and a list of projects he/she completed within the last three years; and
Not Applicable.
c. The resumes of the balance of the consulting team.
Resumes for each of the following team members are attached as Appendix I in the pages that
follow:
1. Professor John Bryson — Senior Consultant and Author
[for full resume, go to: www.lihh.umn.edu/people/jmbryson
2. Michael Burrows—Senior Consultant
FIR
RESUA)s
JOAN Al. BRYSON
April 15, 2012
Present Positions
McKrught Presidential Pmfessoi of Plamang and Pubhc Affairs
HubertH HwnplueylnstituteofPublm Affaus
237 Humphrey Center
University of Minnesota
Mirneapohs, MN 55455
Office 611-625-5888
Email jmbgsonnumn edu
Fax 612-625-6351
Graduate Faculty Nlember, Carlson School of Management, tTmversny of Minnesota since 1983)
Degrees Awarded
PhD, urban and regional planning, University of Wisconsin, Nfadison, 1979
NI S ,urban and regional planning, University of Wisconsin Madison 1974
NIA, public policy and admmisnation, University of Wisconsin, Madison, 1972
A A, economics Cornell University, 1969
Teaching, Research and Public Senice Interests
Strategic management of public and non-profit organizations
Public leadership
Design of participation processes
Organizational theory, design, behavior, development and change
Project planning theory and practice
Awards and Honors
1011 Dwight Waldo Award from the American Society for Public Administration given `lo persons who
have made outstanding contributions to the professional literature of public administration over an
ea2ended scholarly career of at least 25 years'
2008 Charles H Levine Memorial Award for Excellence in Public Administration given jointly by the
National Association of Schools of Public Affairs and the American Society for Public Administration
2008 Award for Excellence in Historic Preservation from the Centre County (PA) Historical Society
2007 Named McKnight Presidential Professor of Planning and Public Affairs at the University of
nfinnesota
2006 Distinguished Research Award grvenjormly by the National Asaociation of Schools of Public Affairs
and Administration and the American Society for Public Administration
_006 Name chosen for inscription on the University of Minnesota Scholars Wall:
MA
20(16 Beat Conference Paper, Management Education and Development Diviston, 66a Annual Conference
of the Academy of Management, Atlanta, GA- August 2006
21105 Elected Fellow, National Academy of Public Admimstrahon
200.5 Award for Best Artmlc in Volume 6 (20041 of Public Management Revitnn
2004 Contributor to book named an "Outstanding Academic TRIe` by the Association of College and
Research Libraries
1997 Award for Best Book of 1995 from the Public and Nonprofit Division of the Academy of
Management
1994 Award for Best Book of 1992 from the Public and Nonprofit Division of the Academy of
Management
1993 Terry McAdam Award for the book published in 1992 that made the most "outstanding contribution to
the advancement of the nonprofit sector" from the Nonprofit Management Association
1991 Contributor to book that was a finalist for the 1991 George W Terry Book Award given by the
Academy of Management
1989-90 Char, Public Sector Division, Academy of Management
1990 Chester Rapkm Award for the best article in Volume 9 (1989-90) of the Journal ofPlamang
Education and Research
1989 Award for Beat Book of 1988 from the Editorial Board of Arced Forces Comptroller, the
Journal of the Ainerican Socrety of Military Comptrollers
1989 Contributor to book awarded an Honorable Mention in the Business and Management
Category of the 1989 Professional and Scholarly Pubhcanons Awards given by the Association of
Am mean Publishers
1938-89 Program Chair, Public Sector Division, Academy of Management
1988 Award for Best Article in Volume 53 (1987) of the Journal afthe American Planning
Asa'ociatiun
1983 Best Paper Award, Public Sector Division, 43rd Annual Meeting of the Academy of Management
1982-3 President, 1, finncvota Chapter. American Society for Public Arlin mistration
1982 Named Emerging Scholar of the Year at the University of Minnesota by the Honor Society of
Phi Kappa Phu
1981 Finalist, Annual International Prize Competition for the Most Original New Idea in
Organizational Analysis and Design, sponsored by The Institute for Management Science
1930 Named to Outstanding Young Men in America
1978 General Electric Award for Outstanding Research in Strategic Planning tom the Academy of
Management
1978 American Institute of Planners Outstanding Ph D Student Award
M
1976-77
Ilenry J Vilas Fellow, Umversity- of Wisconsin, Madison
1965
Pennsylvania State Senatorial Scholarship
1965
National l\Qent Scholar
Publications
Books
John Bryson Strategic Planningfor Public and Nonprofit Organizatuais, 40i Edition, San Francisco, CA
Jossey-Bass, 2011
John Bryson and Farnum K Alston Creating four Strategic Plan, 3rd Edition. San Francisco, CA Jossev-
Bass, 2011
John M Bryson, Sharon R. Anderson- and l ammo 1i Alston. Implementing and Sustaining Iour Stralegic Plan.
San Francesco, CAJossey-Bass, _'011
Barbara Crosby and John Nd Bryson, Leadershipforthe Common Good, Second Edition San Francisco, CA
2008
John n-1 Bryson, Strategic Planning for Public and Nonprofit Organizahmis, Third Erhtion San Francisco, CA
Jossey-Bass, 2004
-- Chinese language edition published by belong University Press, 2010
John M Bryson and Farnum R Alston, Creating and Implementing T our Stralegic Plan, Second Fdltion. San
Francisco, CA Josey Bass, 2004
John lit Bryson, Fran Ackennann, Coln Eden, and Charles B Finn 67sible Thinking: Unlocking Causal Mapping
for Practical Business Results. Chichester, England John Wiley, 2004
John Bryson, ed, Strategic Management in Public and l'oluntarm Services—A Reader Oxtbrd
England Elsevier Science Ltd, 1999_
John M Bryson and Farnum R Alston, Creating and Implementing lour Strategic Plan, San Francisco, CA
Jossey-Bass, 1996
John M. Bryson- Strategic Plannmgfor Publie and Nonprofit Organizations, Revised Eddion San
Fmncroo, CA Jossey-Bass. 1995 (This book was named the Best Book of 1995 by the Public
And Nonprofit Division of the Academy of Management)
--Romanian language edition published in 2002 m Bucharest by Editum ARC
John M Bryson, ed, Strategic Planning for Public Service and Non -Profit Organizations. Tarrytown,
NY Pergamon Press, 1993
John M Bryson and Barbara C Crosby, Leadership For The Common Good — Tackling Public n-ob@aur in a
Shared -Power !World San Francisco, CA Jossey-Bass, 1901 (This book was given the 1993 Terry McAdam
Award "for outstanding contribution to the advancement of the nonprofit scan- from the Nonprofit
Michael P, Burrows 11108 West Crescent Avenue, Redlands, California 92373
916/468-2677 1 michael.burrows(Wrne.com
SUMMARY
• Established management, transportation, and development professional with accomplishments in both private and public
sector arenas, including public-private partnerships and multi -jurisdictional plans and programs.
• Successfully managed major rail, intermodal, airport, commercial, industrial, and office assets and projects throughout
planning, entitlement, construction, and leasing/sale.
• Developed and implemented domestic and international financing and Incentive programs to support large scale public-
private partnerships and Infrastructure development portfolios, including 1031 exchange transactions.
• Supervised various entitlement and construction projects under CEQA and NEPA, as well as Federal, State and local
permitting for over $180M in public infrastructure and over $1.513 in private construction/investment.
• Enhanced participation and investment In regional joint powers authorities and inter -agency agreements to facilitate
creation and retention of 4,000 direct jobs and over $5.5B in assessed valuation within a 14,000 acre project area, now
home to Fortune 100 and 500 companies
• Created and managed Federal, State and local legislative programs and initiatives, including special State legislation
preserving over$5M annually in local funds.
• Constructed and implemented multi -jurisdictional Strategic Plan and Implementation Plans.
• Proven results in general management, asset management, real estate, contracts, public-private partnerships, and
organizational development
• Experience with public agencies, local boards and commissions, public and private finance, human resources, marketing,
property management, as well as real estate, redevelopment, economic development, and public contract law.
• Experience with administration, implementation, and compliance with a variety of Federal, State and local grant programs.
• Board Member, Leonard Transportation Center, California State University, San Bernardino.
• Board Member, Inland Valley Development Agency Oversight Board.
• Representative to Inland Action, Inc., a non-partisan organization of business and community leaders.
• Southwest Chapter of the American Association of Airport Executives.
PROFESSIONAL EXPERIENCE
INLAND VALLEY DEVELOPMENT AGENCY, Deputy DirectorlAssistant Director
San Bernardino, California, September 2005 -present
• Serve as the deputy director for two regional joint powers authorities charged with the conversion and privatization of a
2,100 acre former Air Force Base and a 14,000 acre project area; annual operating budgets over $9m and over $75m in
capital projects, with a total project area assessed valuation of over $5B.
• Responsible for management, business operations, public-private partnerships, economic development, contract
negotiations, disposition and development agreements, lease and development projects, and preparation and
administration of budgets and various capital projects.
• Coordinated the entitlement of over five million square feet of new commercial and Industrial development and over
$180M in public infrastructure improvements.
• Negotiated and implemented over $50M in inter -agency agreements, transportation, utility transfer, planning, tax
Increment, development impact fee, and other economic development programs and initiatives.
• Developed and managed Federal and State legislative initiatives and programs including special State legislation.
• Involved in over $100M in local) financings, and completed a $162M Tax Allocation Bond issuance.
• Constructed and implemented a comprehensive multi -agency Strategic Plan.
• Coordinate with elected officials, staff, businesses, and non-profit organizations, including federal and state officials,
agencies, counties, and local municipalities
30
THE STAUBACH COMPANY, Transaction Manager, BNSF, Southwest Corporate Services
San Bernardino, California, March 2003 -August 2005
• Served as Manager for lease, facility development, and real estate needs for BNSF Railway Company's portfolio of assets
in the State of California, as well as Nevada, and Utah
• Supported BNSF Facilities Development (Intermodal, Transload, Automotive), Engineering, Public Projects, Commuter
Rail, Signal and Telecommunications.
• Negotiated leases, land exchanges, acquisitions, sales, easements, permits, reviewed and drafted commercial contracts.
• Coordinated environmental and local entitlement, eminent domain, pre-emption, and property acquisitions for major facility
development projects, including third main track expansions in Southern and Central California, as well as an integrated
Southern California transioad facility
• Administered lease/contract compliance and code enforcement for more than 187 firms
• Involved in budgetary tracking and review of construction projects, grant accounts, and other capital improvement projects
• Coordinated with elected officials, staff, and community representatives within the State of California and corporate client
management, including federal and state agencies, counties, and local municipalities
INLAND VALLEY DEVELOPMENT AGENCY, Real Property Specialist/Staff Analyst II/Staff Analyst I
San Bernardino, California, October 1997 -March 2003
• Served in four positions with increasing levels of responsibility over time
• Handled project management for lease and building rehabilitation of 1,800 acre industrial property and FAA Part 139
Airport
• Involved in utility and entitlement processes for conveyance of 600 acre property to private developer Administered
capital improvement projects and code compliance upgrades on existing facilities
• Reviewed corporate financials, negotiated lease terms, reviewed and drafted Airport and commercial contracts, lease
agreements, marketing strategies Requests for Proposals, and grant applications
• Administered lease/contract compliance and code enforcementfor more than 60 firms
• Served as coordinator for $7 6M demolition project
• Conducted legislative and market analysis
Involved in budgetary tracking and review of grant accounts, low -mod, and capital improvement projects
• Served as site coordinator for Airport, commercial, and film industry tenants on 2,100 acre site.
• Coordinated with elected officials and staff within regional joint powers authority, including four local municipalities, as well
as County, State, and Federal entities
EDUCATION
PETER F DRUCKER GRADUATE SCHOOL OF MANAGEMENT (Claremont, California)
Masters in Business Administration (MBA), Concentration in Management (2005)
CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO
Bachelor of Arts in English Literature, Bachelor of Arts in Creative Writing (1997)
PROFESSIONAL SKILLS
• Effective management, leadership, finance, budgetary, and communication skills
• Collaborative and results -oriented approach to multi -jurisdictional challenges and opportunities
• Experience in a variety of intergovernmental and transportation fields, traversing a broad spectrum of local and community -
oriented programs and initiatives
• Experience in commercial, corporate, airport, and governmental asset management and real estate capacities
• Proven track record for successful and timely entdjement and implementation of key local and regional strategic planning,
public infrastructure, facility, and community projects and programs
• Experience with Foreign Trade Zones, Enterprise Zones, LAMBRA, international contract negotiations, and related
programs
31
Ill. For the lead individuals indicate an estimate by name of the percentage of that person's
time that will be devoted to the process.
Given Mr. LaFerla's understanding and commitment to this project, he will be able to devote
70% out of 100% of the total allocable time to this project.
IV. Separately describe the experience and background qualifications of the members of the
project team functioning together on similar projects.
The background information on Corporate Leadership Group, LLC and the team members is
provided in Section IIc.
In 2009, Mr. LaFerla and Mr. Burrows worked together on a comprehensive Strategic Plan for
the Inland Valley Development Agency (IVDA), a multi -jurisdictional joint powers authority
charged with the conversion of the former Norton Air Force Base. Implemented in 2010,
deployment of that Strategic Plan has advanced over $80 million in new public infrastructure
improvements, attracted over 3 million square feet of new commercial and industrial
development, including major distribution and E -Commerce fulfillment centers, and facilitated
the creation and retention of over 5,500 direct jobs.
V. Current Projects: Provide a summary of all projects for which your firm is currently
providing services. What is the total estimated construction value of projects currently under
contract? Identify the clients with whom there have been repeated associations.
As Corporate Leadership Group, LLC is an established service provider for corporate, non-profit,
and governmental clientele, the current client needs projected during the term of the proposed
contract involve privately -held companies. To the extent possible, Corporate Leadership
Group, LLC will provide all information legally available.
1. Turnaround and Strategic Planning/Management of Cypress Technologies: Oil/Gas
Manufacturing — Repeated Association {Per terms of Agreement - $ value not quoted}
2. Corporate Development and Strategic Planning/Management of Bodell Engineering Services -
Industrial Construction Repeated Association {Per terms of Agreement - $ value not quoted
3. Corporate Development and Strategic Planning/Management of JDH Holdings including 9
companies Repeated Association {per terms of Agreement - $ value not quoted)
4. Corporate Development and Strategic Planning/Management of Premier Transportation
Repeated Association {Per terms of Agreement - $ value not quoted)
5. Corporate development and leadership for high performance City model with City of Temple
City, Temple City CA Repeated Association {Per Agreement — City is Client: Contract is at $29k
through City FY 2012-13)
32
33
I. Provide a current annual report or audited profit and loss statement. This information must
be provided under a separate cover—stamped confidential.
A Profit and Loss Statement for Corporate Leadership Group, LLC is attached.
II. Amounts and carriers of both general and professional liability insurance.
Pursuant to Section 7 of the Request for Proposals (RFP) Document, Section 7. INSURANCE AND
INDEMNIFICATION, and the referenced provisions in the Section 16 "Indemnification" and
Section 17 "Insurance" sections in the Standard Agreement (per Attachment "A"' to the RFP),
Corporate Leadership Group, LLC maintains a policy(ies) of insurance coverage equivalent to
the following; $100M/$300M General and Professional Liability {policy bound and held with
Farmers Insurance}
We can add additional liability coverages, as required, in the event that our proposal is
accepted and a contract is awarded.
34
35
I. List exceptions, if any, to the Standard Agreement.
Given the unique opportunity and potential we see for this project, Corporate Leadership Group,
LCC desires to include this project in the University textbook Strategic Planning for Public and
Nonprofit Organizations, 6th Edition (2013-14).
See Notes contained in Fee Proposal.
911
37
CORPORATE LEADERSHIP GROUP, LLC
25146 Running Horse Road, Santa Clarita CA 91321 T-661-888-1047
GLF7@aol.com
aol.com
May 3, 2013
Mr. Jose Pulido
City Manager
City of Temple City
9701 Las Tunas Drive
Temple City, CA 91780
RE: CORPORATE LEADERSHIP GROUP PROPOSAL FOR SERVICES 2013-2014FY
Dear Mr. Pulido:
Corporate Leadership Group, LLC is pleased to submit this fee proposal to you and the
City of Temple City for services in the 2013-2014 Fiscal Year. Services include:
Implementation of the AMP - Disciplined Management System, Execution of City of Temple City
Strategic Planning Project, Departmental Operational Strategic Plans and Leadership
Development with Management, Staff and Council.
We look forward to working with you and your qualified staff in helping to define and
shape the great and vibrant future of the City of Temple City for the benefit of the
community and its businesses and residents.
Thank you for your time and consideration. If you have any questions or require any
additional information, please do not hesitate to contact me.
Sincerely,
Gary LaFerla
Corporate Leadership Group, LLC
Proposal for Consultative Services Corporate Leadership Group. LLC - FY 2013-2014
The purpose of consultative services is to fulfill the mission through the improvement of staff
performance and the execution of all strategic plans. The following services will be performed by
Corporate Leadership Group to achieve this mission:
1. Comprehensively implement the "Disciplined Management System -AMP" on a staff wide basis for all
4 departments throughout the year. (See schedule under AMP schedule for staff on page 3 below).
2. Achieve cultural consistency and high accountability through rigorous adherence to our process of
goal setting and AMP meetings.
3. Deploy the "City of Temple City" Strategic Plan and all Strategic Operational Plans.
4. Complete operations, process and system troubleshooting, development for execution of the
Strategic Plan.
AMP — Advanced Management Program Meetings for department heads and staff:
• Execute monthly meetings that include the following deliverables: 1) strategic plan updates, 2) goal
setting, 3) goal accountability and 4) training in the 6 functions of management: (Communication,
Planning, Organization — Time Management, Human Capital, Accountability and Leadership).
• Together with department heads and CM, perform 2 on 1/1 on 1 coaching with key staff to improve
performance, troubleshoot - solve performance issues and develop high accountability.
• Conduct leadership development training with key programs that include: film training, textbook
instruction, personal coaching for effectiveness, DISC Training for communication and improved
management. (Staff retreats will be conducted as approved by CM).
• Perform leaderslup coaching with the City Manager and Directors to improve collaboration and
execution. Leadership coaching includes feedback sessions, training for improved execution and
customized training as required to fulfill City strategic goals.
Corporate Leadership Group Council Forums:
• Improve collaboration and goal execution of Council through the exposure and training using Best of
Best Leadership practices from leading executives and educational institutions.
• Leadership programs include team training and facilitation, customized workshops and 1 on 1
coaching and feedback surveys. Retreat events may be conducted as approved by Council.
• Educational materials include but are not limited to: film, video, textbook, case studies, surveys,
assessments and DISC training.
AMP - Schedule for Staff:
Directors and Team Meeting Schedule:
Planning meetings and coaching throughout the year with CM, Department Heads and Staff: 1/2 day to 1
day per month as needed or requested by City leadership plus:
June 2012 — 2 days: Conduct AMP Meetings with 4 departmental teams.
July 2013 —1 day: Conduct AMP Meetings with Directors 1/2 day followed by'h day with selected
departmental team.
August 2013 — 2 days: Conduct AMP Meetings with departmental teams.
September 2013 —1 day: Conduct AMP Meetings with Directors 1/z day followed by Y2 day with selected
departmental team.
October 2013 — 2 days: Conduct AMP Meetings with departmental teams.
November 2013 —1 day: Conduct AMP Meetings with Directors 1/2 day followed by 1/2 day with selected
departmental team.
December 2013 — 2 days: Conduct AMP Meetings with departmental teams.
January 2014 -1 day: Conduct AMP Meetings with Directors 1/z day followed by'h day with selected
departmental team.
February 2014 - 2 days: Conduct AMP Film training meetings with departmental teams.
March 2014 —1 day: Conduct AMP Meetings with Directors 'h day followed by'h day with selected
departmental team.
April 2014 — 2 days: Conduct AMP Meetings with departmental teams and film training follow up.
May 2014 —1 day: Conduct AMP Meetings with Directors '/z day followed by'h day with selected
departmental team.
Cost of Services for AMP consultative services in FY 2013-2014 $50,000.00
Corporate Leadership Group Council Forums continued — Ouarterly Meetines:
Planning meetings and coaching throughout the year with Council or CM -1 /2 day to 1 day per month as
needed or requested by City leadership plus:
August 2013 —1 day: Conduct closed session forum with Council.
November 2013 —1 day: Conduct closed session forum with Council.
February 2014 -1 day: Conduct closed session forum with Council.
May 2014 —1 day: Conduct closed session forum with Council.
Cost of Services for AMP consultative services in FY 2013-2014 $20,000.00
Total for all services FY2013-2014 $70,000.00
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