CONTRACT 5799 Professional Services Agreement CLOSEDAgreement No. 5799
Agreement No. [City Clerk assigns]_
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
THE CITY OF EL SEGUNDO AND
JUAN T. LOPEZ dba AMISTAD ASSOCIATES
This AGREEMENT is made and entered into this 14th day of October, 2019, by
and between the CITY OF EL SEGUNDO, a municipal corporation and general law city
("CITY") and JUAN T. LOPEZ DBA AMISTAD ASSOCIATES ("CONSULTANT"). The
parties agree as follows:
1. CONSIDERATION.
A. As partial consideration, CONSULTANT agrees to perform the work listed
in the SCOPE OF SERVICES, below;
B. As additional consideration, CONSULTANT and CITY agree to abide by the
terms and conditions contained in this Agreement;
C. As additional consideration, CITY agrees to pay CONSULTANT for
consulting services performed for the CITY and for all associated expenses,
such as per diem, airfare, airport parking, meals, hotels, and mileage, as
outlined in the attached Exhibit A, at the rates described in Exhibit A, in an
amount not to exceed Fifty Thousand dollars and no/XXX ($50,000.00).
CITY may modify this amount as set forth below. Unless otherwise
specified by written amendment to this Agreement, CITY will pay this sum
as specified in the attached Exhibit "A," which is incorporated by reference.
2. SCOPE OF SERVICES.
A. CONSULTANT will perform services listed in the attached Exhibit "A," which
is incorporated by reference.
B. CONSULTANT will, in a professional manner, furnish all of the labor,
technical, administrative, professional and other personnel, all supplies and
materials, equipment, printing, vehicles, transportation, office space and
facilities, and all tests, testing and analyses, calculation, and all other means
whatsoever, except as herein otherwise expressly specified to be furnished
by CITY, necessary or proper to perform and complete the work and provide
the professional services required of CONSULTANT by this Agreement.
3. PERFORMANCE STANDARDS. While performing this Agreement, CONSULTANT
will use the appropriate generally accepted professional standards of practice existing at
the time of performance utilized by persons engaged in providing similar services. CITY
will continuously monitor CONSULTANT's services. CITY will notify CONSULTANT of
any deficiencies and CONSULTANT will have fifteen (15) days after such notification to
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cure any shortcomings to CITY's satisfaction. Costs associated with curing the
deficiencies will be borne by CONSULTANT.
4. PAYMENTS. For CITY to pay CONSULTANT as specified by this Agreement,
CONSULTANT must submit a detailed invoice to CITY which lists the hours worked and
hourly rates for each personnel category and reimbursable costs (all as set forth in Exhibit
"A") the tasks performed, the percentage of the task completed during the billing period,
the cumulative percentage completed for each task, the total cost of that work during the
preceding billing month and a cumulative cash flow curve showing projected and actual
expenditures versus time to date.
5. NON -APPROPRIATION OF FUNDS. Payments due and payable to CONSULTANT
for current services are within the current budget and within an available, unexhausted
and unencumbered appropriation of the CITY. In the event the CITY has not appropriated
sufficient funds for payment of CONSULTANT services beyond the current fiscal year,
this Agreement will cover only those costs incurred up to the conclusion of the current
fiscal year.
6. FAMILIARITY WITH WORK.
A. By executing this Agreement, CONSULTANT agrees that it has:
Carefully investigated and considered the scope of services to be
performed;
Carefully considered how the services should be performed; and
iii. Understands the facilities, difficulties, and restrictions attending
performance of the services under this Agreement.
B. If services involve work upon any site, CONSULTANT agrees that
CONSULTANT has or will investigate the site and is or will be fully
acquainted with the conditions there existing, before commencing the
services hereunder. Should CONSULTANT discover any latent or unknown
conditions that may materially affect the performance of the services,
CONSULTANT will immediately inform CITY of such fact and will not
proceed except at CONSULTANT's own risk until written instructions are
received from CITY.
7. TERM. The term of this Agreement will be from October 14 2019, to _September 30,
2020. Unless otherwise determined by written amendment between the parties, this
Agreement will terminate in the following instances:
A. Completion of the work specified in Exhibit "A";
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B. Termination as stated in Section 15,
8. TIME FOR PERFORMANCE.
A. CONSULTANT will not perform any work under this Agreement until:
CONSULTANT furnishes proof of insurance as required under
Section 22 of this Agreement; and
CITY gives CONSULTANT a written notice to proceed.
B. Should CONSULTANT begin work
written authorization to proceed,
CONSULTANT's own risk.
on any phase in advance of receiving
any such professional services are at
9. TIME EXTENSIONS. Should CONSULTANT be delayed by causes beyond
CONSULTANT's control, CITY may grant a time extension for the completion of the
contracted services. If delay occurs, CONSULTANT must notify the Manager within forty-
eight (48) hours, in writing, of the cause and the extent of the delay and how such delay
interferes with the Agreement's schedule. The Manager will extend the completion time,
when appropriate, for the completion of the contracted services.
10. CONSISTENCY. N/A.
11. CHANGES. CITY may order changes in the services within the general scope of this
Agreement, consisting of additions, deletions, or other revisions, and the contract sum
and the contract time will be adjusted accordingly. All such changes must be authorized
in writing, executed by CONSULTANT and CITY. The cost or credit to CITY resulting
from changes in the services will be determined in accordance with written agreement
between the parties.
12. TAXPAYER IDENTIFICATION NUMBER. CONSULTANT will provide CITY with a
Taxpayer Identification Number.
13. PERMITS AND LICENSES. CONSULTANT, at its sole expense, will obtain and
maintain during the term of this Agreement, all necessary permits, licenses, and
certificates that may be required in connection with the performance of services under
this Agreement.
14. WAIVER. CITY's review or acceptance of, or payment for, work product prepared by
CONSULTANT under this Agreement will not be construed to operate as a waiver of any
rights CITY may have under this Agreement or of any cause of action arising from
CONSULTANT's performance. A waiver by CITY of any breach of any term, covenant,
or condition contained in this Agreement will not be deemed to be a waiver of any
subsequent breach of the same or any other term, covenant, or condition contained in
this Agreement, whether of the same or different character.
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15. TERMINATION.
A. Except as otherwise provided, CITY may terminate this Agreement at any
time with or without cause.
B. CONSULTANT may terminate this Agreement at any time with CITY's
mutual consent. Notice will be in writing at least thirty (30) days before the
effective termination date.
C. Upon receiving a termination notice, CONSULTANT will immediately cease
performance under this Agreement unless otherwise provided in the
termination notice. Except as otherwise provided in the termination notice,
any additional work performed by CONSULTANT after receiving a
termination notice will be performed at CONSULTANT's own cost; CITY will
not be obligated to compensate CONSULTANT for such work.
D. Should termination occur, all finished or unfinished documents, data,
studies, surveys, drawings, maps, reports and other materials prepared by
CONSULTANT will, at CITY's option, become CITY's property, and
CONSULTANT will receive just and equitable compensation for any work
satisfactorily completed up to the effective date of notice of termination, not
to exceed the total costs under Section 1(C).
E. Should the Agreement be terminated pursuant to this Section, CITY may
procure on its own terms services similar to those terminated.
F. By executing this document, CONSULTANT waives any and all claims for
damages that might otherwise arise from CITY's termination under this
Section.
16.OWNERSHIP OF DOCUMENTS. All documents, data, studies, drawings, maps,
models, photographs and reports prepared by CONSULTANT under this Agreement are
CITY's property. CONSULTANT may retain copies of said documents and materials as
desired but will deliver all original materials to CITY upon CITY's written notice. CITY
agrees that use of CONSULTANT's completed work product, for purposes other than
identified in this Agreement, or use of incomplete work product, is at CITY's own risk.
17. PUBLICATION OF DOCUMENTS. Except as necessary for performance of service
under this Agreement, no copies, sketches, or graphs of materials, including graphic art
work, prepared pursuant to this Agreement, will be released by CONSULTANT to any
other person or public CITY without CITY's prior written approval. All press releases,
including graphic display information to be published in
be approved and distributed solely by CITY, unless
agreement between the parties.
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newspapers or magazines, will
otherwise provided by written
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18. INDEMNIFICATION.
A. CONSULTANT agrees to the following:
L Indemnification for Professional Services. CONSULTANT will
save harmless and indemnify and at CITY's request reimburse
defense costs for CITY and all its officers, volunteers,
employees and representatives from and against any and all
suits, actions, or claims, of any character whatever, brought for,
or on account of, any injuries or damages sustained by any
person or property resulting or arising from any negligent or
wrongful act, error or omission by CONSULTANT or any of
CONSULTANT's officers, agents, employees, or
representatives, in the performance of this Agreement, except
for such loss or damage arising from CITY's sole negligence or
willful misconduct.
ii. Indemnification for other Damages. CONSULTANT indemnifies
and holds CITY harmless from and against any claim, action,
damages, costs (including, without limitation, attorney's fees),
injuries, or liability, arising out of this Agreement, or its
performance, except for such loss or damage arising from
CITY's sole negligence or willful misconduct. Should CITY be
named in any suit, or should any claim be brought against it by
suit or otherwise, whether the same be groundless or not,
arising out of this Agreement, or its performance,
CONSULTANT will defend CITY (at CITY's request and with
counsel satisfactory to CITY) and will indemnify CITY for any
judgment rendered against it or any sums paid out in settlement
or otherwise.
B. For purposes of this section "CITY" includes CITY's officers, officials,
employees, agents, representatives, and certified volunteers.
C. It is expressly understood and agreed that the foregoing provisions will
survive termination of this Agreement.
D. The requirements as to the types and limits of insurance coverage to be
maintained by CONSULTANT as required by Section 22, and any approval
of said insurance by CITY, are not intended to and will not in any manner
limit or qualify the liabilities and obligations otherwise assumed by
CONSULTANT pursuant to this Agreement, including, without limitation, to
the provisions concerning indemnification.
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19.ASSIGNABILITY. This Agreement is for CONSULTANT's professional services.
CONSULTANT's attempts to assign the benefits or burdens of this Agreement without
CITY's written approval are prohibited and will be null and void.
20. INDEPENDENT CONTRACTOR. CITY and CONSULTANT agree that
CONSULTANT will act as an independent contractor and will have control of all work and
the manner in which it is performed. CONSULTANT will be free to contract for similar
service to be performed for other employers while under contract with CITY.
CONSULTANT is not an agent or employee of CITY and is not entitled to participate in
any pension plan, insurance, bonus or similar benefits CITY provides for its employees.
Any provision in this Agreement that may appear to give CITY the right to direct
CONSULTANT as to the details of doing the work or to exercise a measure of control
over the work means that CONSULTANT will follow the direction of the CITY as to end
results of the work only.
21.AUDIT OF RECORDS. CONSULTANT will maintain full and accurate records with
respect to all services and matters covered under this Agreement. CITY will have free
access at all reasonable times to such records, and the right to examine and audit the
same and to make transcript therefrom, and to inspect all program data, documents,
proceedings and activities. CONSULTANT will retain such financial and program service
records for at least three (3) years after termination or final payment under this
Agreement.
22. INSURANCE,
A. Before commencing performance under this Agreement, and at all other
times this Agreement is effective, CONSULTANT will procure and maintain
the following types of insurance with coverage limits complying, at a
minimum, with the limits set forth below:
Tvpe of Insurance
Commercial general liability
Business automobile liability
Workers compensation
Limits
$2,000,000
s+-
i0000
e
'�
$1,000,000 1;„�,I,NI- w/ Or,,;x,.�
Statutory requirement
B. Commercial general liability insurance will meet or exceed the requirements
of the most recent ISO -CGL Form. The amount of insurance set forth above
will be a combined single limit per occurrence for bodily injury, personal
injury, and property damage for the policy coverage. Liability policies will
be endorsed to name CITY, its officials, and employees as "additional
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insureds" under said insurance coverage and to state that such insurance
will be deemed "primary" such that any other insurance that may be carried
by CITY will be excess thereto. Such endorsement must be reflected on
ISO Form No. CG 20 10 11 85 or 88, or equivalent. Such insurance will be
on an "occurrence," not a "claims made," basis and will not be cancelable
or subject to reduction except upon thirty (30) days prior written notice to
CITY.
C. Professional liability coverage will be on an "occurrence basis" if such
coverage is available, or on a "claims made" basis if not available. When
coverage is provided on a "claims made basis," CONSULTANT will continue
to renew the insurance for a period of three (3) years after this Agreement
expires or is terminated. Such insurance will have the same coverage and
limits as the policy that was in effect during the term of this Agreement and
will cover CONSULTANT for all claims made by CITY arising out of any
errors or omissions of CONSULTANT, or its officers, employees or agents
during the time this Agreement was in effect.
D. Automobile coverage will be written on ISO Business Auto Coverage Form
CA 00 01 06 92, including symbol 1 (Any Auto).
E. Each such liability policy shall name the City of EI Segundo as an Additional
Insured for such liability of the City, and each such first -party shall name the
City as a Loss Payee. CONSULTANT will furnish to CITY duly
authenticated Certificates of Insurance evidencing maintenance of the
insurance required under this Agreement and such other evidence of
insurance or copies of policies as may be reasonably required by CITY from
time to time. Insurance must be placed with insurers with a current A.M.
Best Company Rating equivalent to at least a Rating of "A:VII."
F. Should CONSULTANT, for any reason, fail to obtain and maintain the
insurance required by this Agreement, CITY may obtain such coverage at
CONSULTANT's expense and deduct the cost of such insurance from
payments due to CONSULTANT under this Agreement or terminate
pursuant to Section 155.
23. USE OF SUBCONTRACTORS. CONSULTANT must obtain CITY's prior written
approval to use any consultants while performing any portion of this Agreement. Such
approval must approve of the proposed consultant and the terms of compensation.
24. INCIDENTAL TASKS. CONSULTANT will meet with CITY monthly to provide the
status on the project, which will include a schedule update and a short narrative
description of progress during the past month for each major task, a description of the
work remaining and a description of the work to be done before the next schedule update.
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25. NOTICES. All communications to either party by the other party will be deemed made
when received by such party at its respective name and address as follows:
If to CONSULTANT:
Amistad Associates
6610 Barbara Drive
Sebastopol, CA 95472
Attention: Juan T. Lopez
Phone: 707-331-3271
Email: amistadasc@aol.com
If to CITY:
City of EI Segundo
350 Main Street
EI Segundo, CA
Attention: David Serrano
Phone: 310-524-2381
Email: dserrano@elsegundo.org
Any such written communications by mail will be conclusively deemed to have been
received by the addressee upon deposit thereof in the United States Mail, postage
prepaid and properly addressed as noted above. In all other instances, notices will be
deemed given at the time of actual delivery. Changes may be made in the names or
addresses of persons to whom notices are to be given by giving notice in the manner
prescribed in this paragraph.
26. CONFLICT OF INTEREST. CONSULTANT will comply with all conflict of interest
laws and regulations including, without limitation, CITY's conflict of interest regulations.
27. SOLICITATION. CONSULTANT maintains and warrants that it has not employed nor
retained any company or person, other than CONSULTANT's bona fide employee, to
solicit or secure this Agreement. Further, CONSULTANT warrants that it has not paid
nor has it agreed to pay any company or person, other than CONSULTANT's bona fide
employee, any fee, commission, percentage, brokerage fee, gift or other consideration
contingent upon or resulting from the award or making of this Agreement. Should
CONSULTANT breach or violate this warranty, CITY may rescind this Agreement without
liability.
28. THIRD PARTY BENEFICIARIES. This Agreement and every provision herein is
generally for the exclusive benefit of CONSULTANT and CITY and not for the benefit of
any other party. There will be no incidental or other beneficiaries of any of
CONSULTANT's or CITY's obligations under this Agreement.
29. INTERPRETATION. This Agreement was drafted in and will be construed in
accordance with the laws of the State of California, and exclusive venue for any action
involving this agreement will be in Los Angeles County.
30. COMPLIANCE WITH LAW. CONSULTANT agrees to comply with all federal, state,
and local laws applicable to this Agreement.
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31. ENTIRE AGREEMENT. This Agreement, and its Exhibit(s), sets forth the entire
understanding of the parties. There are no other understandings, terms or other
agreements expressed or implied, oral or written. This Agreement will bind and inure to
the benefit of the parties to this Agreement and any subsequent successors and assigns.
32. RULES OF CONSTRUCTION. Each Party had the opportunity to independently
review this Agreement with legal counsel. Accordingly, this Agreement will be construed
simply, as a whole, and in accordance with its fair meaning; it will not be interpreted strictly
for or against either Party.
33. SEVERABILITY. If any portion of this Agreement is declared by a court of competent
jurisdiction to be invalid or unenforceable, then such portion will be deemed modified to
the extent necessary in the opinion of the court to render such portion enforceable and,
as so modified, such portion and the balance of this Agreement will continue in full force
and effect.
34. AUTHORITY/MODIFICATION. The Parties represent and warrant that all necessary
action has been taken by the Parties to authorize the undersigned to execute this
Agreement and to engage in the actions described herein. This Agreement may be
modified by written amendment.
35.ACCEPTANCE OF ELECTRONIC SIGNATURES. The Parties agree that this
Agreement, agreements ancillary to this Agreement, and related documents to be entered
into in connection with this Agreement will be considered signed when the signature of a
party is delivered by electronic (pdf) or facsimile transmission. Such electronic or
facsimile signature will be treated in all respects as having the same effect as an original
signature.
36. CAPTIONS. The captions of the paragraphs of this Agreement are for convenience
of reference only and will not affect the interpretation of this Agreement.
37. TIME IS OF ESSENCE. Time is of the essence for each and every provision of this
Agreement.
38. FORCE MAJEURE. Should performance of this Agreement be prevented due to fire,
flood, explosion, acts of terrorism, war, embargo, government action, civil or military
authority, the natural elements, or other similar causes beyond the Parties' reasonable
control, then the Agreement will immediately terminate without obligation of either party
to the other.
39. STATEMENT OF EXPERIENCE. By executing this Agreement, CONSULTANT
represents that it has demonstrated trustworthiness and possesses the quality, fitness
and capacity to perform the Agreement in a manner satisfactory to CITY. CONSULTANT
represents that its financial resources, surety and insurance experience, service
experience, completion ability, personnel, current workload, experience in dealing with
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private consultants, and experience in dealing with public agencies all suggest that
CONSULTANT is capable of performing the proposed contract and has a demonstrated
capacity to deal fairly and effectively with and to satisfy a public CITY.
40. COUNTERPARTS. This Agreement may be executed in any number of counterparts,
each of which will be an original, but all of which together will constitute one instrument
executed on the same date.
[Signatures on next page]
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IN WITNESS WHEREOF the parties hereto have executed this Agreement the day
and year first hereinabove written.
CITY OF EL SEGUNDO JUAN LOPEZ, DBA AMISTAD
ASSOCIATES
Scott Mitnt6k, Juan T. Lopez
City Manager President
ATTEST:
Tracy Weaver,
City Clerk
APPROVED AS TO FORM:
for
Mark D. Hensley,
City Attorney,°
coq -q -i9
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IN WITNESS WHEREOF the parties hereto have executed this Agreement the
day and year first hereinabove written.
CITY OF EL SEGUNDO JUAN LOPEZ, DBA AMISTAD
Scott Mitnick,
City Manager
ATTEST:
Tracy Weaver,
City Clerk
APPROVED AS TO FORM:
Mark D. Hensley,
City Attorney
)I)�SOCIATES P
T Lopez /Juan T
P
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Amistad Associates
Scott Mitnick,
City Manager
City of El Segundo
El Segundo, CA 90245-3895
September 9, 2019
Dear Scott,
Agreement No. 5799
We appreciate the opportunity to work with the City of El Segundo. There are three steps
in this proposal. The first step is to interview individual Council Members to discuss their
goals for the city and expectations of the City Manager and Department Heads. The second
step is to facilitate a team building session with the E -Team. This, will include the Disc
training, leadership and a focus on action steps to implement City Council's Strategic Plan.
The third step (optional) involves action planning. This will include follow up calls and
tracking to ensure that agreed upon tasks are completed according to established time lines.
If you have any questions, please call me @ (707) 331.3271. If I am not in, leave a message
indicating the best day and time I can contact you. I check in frequently and will get back
to you within a few hours.
Thank you for considering Amistad Associates and we look forward to talking with you
further.
Sincerely,
Juan T. Lopez,
Agreement No. 5799
City of El Segundo
Consulting Services Proposal
September 9, 2019
:A
Amistad Associates
Ainistadasca,aol.com
707 331 3271
Agreement No. 5799
Amistad Associates
Amistad Associates is a multi -disciplinary firm that offers consultation, facilitation and
training in the areas of: organizational change, strategic planning, facilitation, team
building, leadership enhancement, customer service and innovation. Since 1982, Amistad
has provided a wide range of programs and training seminars to local city government,
counties, community based organizations, and Fortune 500 corporations.
Juan T. Lopez is the President of Amistad Associates. Prior to establishing Amistad, Mr.
Lopez was the director of consultation, education and training services for San Mateo
County Mental Health. He was responsible for initiating community development
programs and training for employees and residents throughout San Mateo County. He also
worked for the City of Pittsburg as a senior job developer.
He presently assists a number of government agencies evaluate their direction and improve
their efficiency. Mr. Lopez was cofounder, along with Ted Gaebler and others, of the
Center for Reinventing Government.
In his 35 years of experience with local governments, Juan has been involved in many long-
term organizational development projects. These projects generally included leadership
development, strategic planning, and relationship building within and across departments.
Utilizing a team -building model, he focuses on increasing communication and problem
solving between all members of the organization.
Our Approach
Amistad Associates works with organizations in transition, using an approach based on the
Normative Change Model. The Normative Change Model provides an interactive process
in which the involved individuals participate in defining the issues, finding solutions, and
taking action as leaders to resolve the problems.
As members of the organization engage in the process of evaluating how it conducts
business, awareness of the individual and group dynamics begin to grow. This awareness
is essential; it is the foundation for understanding and modifying the organizational
environment.
When promoting change within an organization, three major systems must be considered.
All of these systems undergo change by adjusting, adapting, and/or reorganizing in
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response to internal and external stimuli. The effectiveness of organizational change is
enhanced when priorities are clearly defined. The three systems are:
a. Individual: Clarifies the role of the individual on the team
b. Group: Identify personal needs as a member of the team & behavior style
c. Organizational: Getting on the same page re: collaboration, communication, team
standards and working toward the common goals
It is critical for Leaders to be involved in the process of defining the issues and setting the
vision for the organization. As they become a central part of the process through goal
setting they are more open to working on the solutions. In addition, our approach helps an
organization to:
a. Improve the process it uses to accomplish its goals;
b. Increase their confidence to explore, modify, and test the organization's goals;
c. Close the gap between organizational goals and individual goals in
order to allow fulfillment for both systems; and
d. Develop a process, which directs it towards continued growth.
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Scope of Work
In my work with organizations, I have found high performance teams understand the
importance of a clear vision, direction, top priorities, collaboration and collective buy in.
A regular evaluation of leadership and team functioning is important in order to assess
performance and clarify mutual expectations. When problems develop in these areas,
productivity and morale suffer. To get back on track, the team must address barriers and
agree on strategies.
We will facilitate a team building retreat for the executive team designed to increase
understanding of communication style, clarify goals and enhance team collaboration
among members of the team and city manager. We will also facilitate a one -day retreat for
Mid -Managers. Additionally, I will be available to provide training, coaching and other
consulting to be defined by the City Manager.
We will work with City Council and the city manager on a strategic planning process.
Amistad Associates will interview City Council members to discuss their goals for the city
of El Segundo. This will include collecting data through individual interviews, meeting
with selected staff and reviewing data about action plans to date that will help me
understand the City of El Segundo. This will provide an opportunity to evaluate if the goals
established remain Council priorities or if they want to add new goals. This work will
produce a strategic planning document for the city that the City Manager and Amistad
Associates will produce.
We will also work with City Council members in their annual performance review of the
City Manager and City Attorney.
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Based on the scope of work described, the following tasks are recommended and not
necessarily in this order:
Task 1. Needs Assessment: Individual interviews with City Council
Members, City Manager and selected staff.
We conduct confidential interviews to explore issues, concerns and priorities the
participants wish to address in the goal setting session. In addition, I will also address what
has been working well. Our process uses appreciative inquiry and a problem -solving
approach, instead of a blame fixing mentality that helps participants prepare for the goal
setting session.
Task 2. Data Analysis: Identification of performance and organizational
issues.
We review and organize data to identify common themes that are used in designing the
goal setting session. The priorities as identified through the interviews will be compiled
and used during the session to identify major themes, which can be prioritized and
addressed during the work session.
Task 3. Strategic Planning Sessions with City Council
Work with City Council, City Manager and the E -Team to review strategic plan documents
and develop a plan based on Council priorities. I will develop presentation materials with
the City Manager. Following the Council retreat, I'll work with the City Manager and E -
Team in finalizing the strategic plan for the City of El Segundo.
Task 4. Goal Setting Session: Facilitate Team Building & Goal Setting
This two-day retreat session to be held at Lake Arrowhead will offer the E -Team an
opportunity to evaluate team collaboration and prioritize the implementation of City
Council's goals. In the first half of the retreat, we will employ the Disc instrument to help
the group understand their styles and improve communication. Furthermore, we'll discuss
what is required of Leadership to ensure the organization continues to improve. This
process gives participants an opportunity to build team cohesion and focus on strategy and
goals. The second half of the retreat will focus on what is required to implement City
Council goals. Typically, the process involves: understanding the goal, what needs to be
done (action), and who is responsible for implementation (role).
Task 5. Mid -Management Session: Facilitate Team Building
Provide a 1 -day retreat session for Mid -Managers to be held in El Segundo. The training
will focus on identified areas determined by City Manager and Mid -Managers. If so
desired, we can use the disc instrument to assist members in understanding
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communication styles of Council and E -Team members. The disc will also help Mid -
Managers be more effective with their direct reports and each other.
Task 6. Team Building and other Team Dynamics:
Provide organizational development, coaching and other team dynamics based on the
needs of the organization as determined by the City Manager.
Task 7. City Manager and City Attorney Annual Performance Review:
Meet with Council members in preparation for evaluating City Manager and City
Attorney. Facilitate the meeting between City Manager and Council to discuss City
Manager (2019) performance for the year. I will also facilitate the meeting with City
Attorney and City Council to discuss (2019) performance.
FINANCIAL PROPOSAL AND PRICING METHOD
The following costs are based on normal billing rates for senior consultants, $2300 per day
($287.00 per hour) for need assessment and facilitation. Expenses such as per diem, airfare,
airport parking, meals and hotels will be billed at the actual cost. Mileage will be billed at
.58 cents per mile in accordance with IRS mileage rates.
Total For Goal Setting Project (estimate): $ 38,502.00. In the event I'm asked to do
more consulting or training I will not exceed $50,000.00 on this contract.
Task 1. Needs Assessment and Interviews:
a. Review of Strategic Plan, Organizational background & interview questionnaire
design (4 to 6 hours)
b. Interviews with City Council members
c. Interview City Manager & selected team members (to be determined)
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Agreement No. 5799
(Interviews take approximately 2 hours with City the Manager, 1.5 hours with City
Council and 1 hour with Department Heads)
Estimate: 16 hours $4600.00
Task 2. Data Analysis & Retreat Design:
a. Data Analysis and agenda building for the retreat (half day)
(This will vary according to the number of participants involved in retreat design)
b. Review of major themes with City Manager by telephone (2 hrs)
Estimate: 10 to 12 hours from $2870.00 to $3444.00
Task 3. Strategic Planning/ Goal Setting Session with Council
a. Facilitate the goal setting session with Council
b. Work with City Manager in preparing material for session
c. Follow up with City Manager on next steps
Estimate: 12 to 16 hours $3444.00 to $4600.00
Task 4. Executive Team Building:
a. Facilitate Team Building & Goal Setting Workshop
(2 days)
b. Design and prep, coordinate disc instruments & review follow-up plans
(6 hrs)
Estimate: 22 hours $6314.00
Misc.
1. Administer disc to the E -Team, $69.00 per disc & $25.00 for team view
2. Develop power point, TBD
Task 5. Mid -Management Session:
a. Facilitate Mid -Manager team building session
b. Design and prepare session
Estimate: 12 hours $3444.00
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Agreement No. 5799
Misc.
1. Administer disc to the E -Team, $69.00 per disc & $25.00 for team view
Task 6. Team Building and other Team Dynamics:
a. Work with City Manager on coaching employees
b. Provide training when called upon
c. Address other team dynamics as define by City Manager
Estimate: 5 days $11,500.00 (tbd)
Task 7. City Manager/City Attorney Performance Evaluation Review:
a. Meet with Mayor to discuss process for performance review
b. Talk with Council to prep for review of City Manager & City Attorney
c. Facilitate performance review between Council and City Manager
d. Facilitate performance review between Council and City Attorney
Estimate: 2 days $4600.00
Amistad Associates has demonstrated competence in services to be provided:
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Agreement No. 5799
Since 1986, Amistad Associates has assisted government agencies in organizational
change and development. This work includes strategic planning, leadership development,
team building, organizational assessments, group facilitation, interviewing, and research.
We have worked in many projects involving the custom design of an instrument and
method, collection of data, facilitation, and presentation of data information.
Consultant Resume
Amistad Associates - Juan T. Lopez
Juan Lopez co-founded Amistad Associates in 1982 in Oakland, California, along with
Giselle Sanchez and a small group of human resource professionals who were working
with non -profits and government. In 1986, Amistad Associates became a full time
venture and in 1988, relocated to Sebastopol, California.
Juan is the President of Amistad Associates, a consulting firm that provides Strategic
Planning, Organizational Development, Team Building, Leadership, Customer Service,
and Managing Diversity. In addition, Juan was a founder and principal with the Center
for Reinventing Government.
Juan has worked in the public and private sectors for the last 39 years as an employee and
consultant. Since 1986, fifty percent of his work has focused on organizational
development with local government and educational institutions. The other 50% was
focused on Fortune 50 corporations. Under Juan's guidance, Amistad Associates has
contributed to the organizational and leadership development of Port of Oakland; Port of
Long Beach, Los Angeles Community Development Commission; Housing Authority of
the City of Los Angeles; Johnsons & Johnson, PepsiCo, UC Berkeley, NASA Johnston
Space Center, and several California Cities, Counties and non -profits.
Mr. Lopez has his M.S.W. from the University of California at Berkeley, School of
Social Welfare, where he emphasized organizational planning and community health
services. In addition, he spent a year as an unclassified graduate student studying
Psychology, Economics, Sociology, and Anthropology. He holds a Bachelor of Arts
Degrees, in Psychology and the other in Latin-American Studies from Sonoma State
University.
Amistad Associates — Partial Client List
Corporations
Amgen
AT&T Communications
Systems Circle K Corporation
Digital Equipment Corporation
Fannie Mae
Hewlett Packard
E
AT&T Bell Laboratories
AT&T Information and Network
Comsat Mobil
Dupont
Kaiser Permanente
Johnson & Johnson
Levi Strauss and Company
Lucky Stores
Nestle
Pepsi Co.
Raytheon Company
Southland Corporation
TRW Space & Electronic Group
Government
Berkeley School District
City of Los Altos
City of Napa
City of Petaluma
City of Rohnert Park
City of Yuba City
Alameda County Board of Supervisors
Contra Costa County Health Services
Housing Authority of the City of Los Angeles
L.A. Co. Community Development
Mariposa County
Municipal Treasurer's Association
NASA Johnson Space Center
Newark School District
Riverside County Maternal and Child Health
Sacramento County Housing and Redevelopment
San Mateo County Health Services
State of Ca. Maternal/Child Health
Visalia Fire Department
Non -Profit Organizations
Anti Defamation League
Hispanic Corporate Council
National Hispanic University
Oakland YWCA
Saint Mary's College
Salvation Army
San Francisco Linking Program
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Agreement No. 5799
Lockheed Martin Corporation
McDonalds
Pacific Bell
Pinole Point Steel
Sara Lee
S.C. Johnson Wax
Wells Fargo Bank
City of Goleta
City of Long Beach
City of Palo Alto
City of Riverside
City of Thousand Oaks
City of Visalia
Port of Long Beach
Department of Energy
League of California Cities
Marin County
Merced County Public Health
Napa County
National Park Service
Port of Oakland
Santa Clara Drug and Alcohol
San Francisco Fire Department
Sonoma County
Sutter County
Visalia School District
Berkeley YWCA
Katz Foundation
Tiburcio Vasquez Health Center
Bridges to Employment
Sonoma State University
Self -Help Enterprises
Project Change