CONTRACT 6162 Professional Services Agreement CLOSEDAgreement No. 6162
Agreement No. [City Clerk assigns]_
PROFESSIONAL SERVICES AGREEMENT
s BETWEEN
THE CITY OF EL SEGUNDO AND
MANAGEMENT PARTNERS CORPORATION
This AGREEMENT is made and entered into this 20th day of May, 2021, by and
between the CITY OF EL SEGUNDO, a municipal corporation and general law city
("CITY") and MANAGEMENT PARTNERS, an Ohio corporation ("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 a sum not
to exceed Forty-four thousand, nine hundred dollars ($44,900) for
CONSULTANT's services. 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 monthly invoice to CITY which lists the tasks performed,
as described in Exhibit A.
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;
ii. 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 June 1, 2021, to June 1, 2022.
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";
B. Termination as stated in Section 15.
8. TIME FOR PERFORMANCE..
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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 on any phase in advance of receiving
written authorization to proceed, any such professional services are at
CONSULTANT's own risk.
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. In interpreting this Agreement and resolving any ambiguities, the
main body of this Agreement takes precedence over the attached Exhibits; this
Agreement supersedes any conflicting provisions. Any inconsistency between the
Exhibits will be resolved in the order in which the Exhibits appear below. -
A. Exhibit: A: Scope of Work.
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
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subsequent breach of the same or any other term, covenant, or condition contained in
this Agreement, whether of the same or different character.
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 newspapers or magazines, will
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be approved and distributed solely by CITY, unless otherwise provided by written
agreement between the parties.
18.INDEMNIFICATION.
A. CONSULTANT agrees to the following:
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.
i. 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
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the provisions concerning indemnification.
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:
Typeof Insurance Limits
Commercial general liability: $2,000,000
Professional Liability $1,000,000
Business automobile liability $1,000,000
Workers compensation 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
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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 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. 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 15.
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:
Management Partners Corp
3152 Red Hill Ave., Suite 210
Costa Mesa, CA 92626
Attention: Jan Perkins
Phone: (949) 202-8870
Email:
jperkins@managementpartners.com
If to CITY:
City of El Segundo
350 Main Street
El Segundo, CA
Attention: Joseph Lillio
Phone: (310) 524-2318
Email: jlillio@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.
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CONSULTANT represents that its financial resources, surety and insurance experience,
service experience, completion ability, personnel, current workload, experience in
dealing with 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.
[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 F EL SEGUN
itnick,
City Manager
ATTE T;QD
Tracy Weaver,
City Clerk
APPROVED AS TO FORM.
U3 L<��
Mark D. Hensle
City Attorney
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MANAGEMENT PARTNERS
CORPORATION
Jerry Newfarmer
President/CEO
Agreement No. 6162
Management
Partners _.-A, EXHIBIT A
May 19, 2021
Mr. Joseph Lillio
Chief Financial Officer
City of El Segundo
350 Main Street
El Segundo, CA 90245
Dear Mr. Lillio:
Management Partners is pleased to provide this proposal to the City of El Segundo to develop a
comprehensive accounting manual. We understand the importance of having this type of document as a
reference guide for current and future staff. It is helpful to have procedures well -documented to assist
with orientation and training for new staff, particularly as turnover occurs in the Finance Department.
We have a well -qualified team to prepare this manual and look forward to doing so.
Understanding of the Engagement
The City of El Segundo currently lacks an official accounting manual, although there are some
documented policies and procedures. We understand you wish to develop, with the assistance of a
consultant, a comprehensive accounting manual that establishes guidelines for recording significant
transactions in the general ledger. The accounting manual will include personnel roles and
responsibilities, describe appropriate procedures for recording significant transactions in finance and
accounting systems, define and set procedures for management oversight and review, establish key
internal controls, and help ensure accounting and reporting requirements established by generally
accepted accounting principles (GAAP) are followed.
The manual will include the following elements, among others that may be identified as we carry out
our work:
a Descriptions of functions each position performs,
0 Specific duties and responsibilities (desk procedures),
0 Minimum required qualifications or standards,
z Council and management approved policies relating to specific transactions,
0 Procedures for processing specific financial activities, and
N Appropriate monitoring and review controls.
We propose to administer a questionnaire to 1S staff members, conduct interviews with each of them,
gather examples of accounting manuals from other cities, collect existing procedures, and prepare a
comprehensive manual. It is important to us that we develop a manual tailored to your needs with
employee input.
1730 MADISON ROAD • CINCINNATI, OH 45206 • 513 8615400 • FAx 513 8613480 MANAGEMENTPARTNERS.COM
2107 NORTH FIRST STREET, SUITE 470 • SAN JOSE, CALIFORNIA 95131 • 408 437 5400 • FAx 408 453 6191
3152 RED HILL AVENUE, SUITE 210 • COSTA MESA, CALIFORNIA 92626 • 949 2221082 • FAx 408 453 6191
Mr. Joseph Lillio
Agreement No. 6162
Page 2
Plan of Work
Based on our experience, we have prepared a plan of work to develop a comprehensive accounting
manual. All work will be conducted remotely.
a:ti°ifitai,a ':I...... Stara in Pra �ect
Management Partners will begin the project by meeting with you, your assigned project coordinator,
and other appropriate staff. The project start-up activity forms the foundation of the relationship
between Management Partners' team and your staff. During this initial meeting, we will confirm project
deliverables and due dates to ensure the project is completed on time and on budget and that our
proposed scope of work is aligned precisely to meet your goals.
We will have provided a data request prior to this meeting and will review the material collected by staff
to identify any other data needs.
During this meeting we will confirm the positions that will be included as we develop the accounting
manual. For purposes of this proposal, we understand the 15 positions listed below will be involved.
Finance Manager
Business Services Manager
Accounting Supervisor
Accountant (2 positions)
Accounting Technician (2 positions)
Administrative Technical Specialist
License/Permit Specialist II
Management Analyst
Office Specialist II
Payroll Accountant
Purchasing Agent
Revenue Inspector
Risk Manager
We understand that the work associated with this review is in addition to the normal work of the
organization. Our goal is to integrate our activities in a manner that is thoughtful and minimizes
disruption to the department.
1c,,,Uvity lirmi''orm,nafliolii
We will gather information using a questionnaire to be completed by staff, conducting individual
interviews with staff, and gathering examples from other cities of accounting manuals. Each is described
below.
Develop and Administer Questionnaire. We will develop and administer a questionnaire to each
of the 15 staff members whose input is needed to create the manual. The questionnaire will
cover the following items.
List of functions performed,
Description of major tasks for each of the functions (including frequency and/or
scheduling),
References to and copies of authorizing policies and/or written procedures that
currently exist (including informal procedures) for the functions performed,
Notation on missing or incomplete policies and procedures that should be developed
related to the functions performed,
Agreement No. 6162
Mr. Joseph Lillio Page 3
Suggestions for technology or other changes that would aid in the efficiency of the
function performed, and
Other information that would be useful in developing the accounting manual.
We understand that some staff have responsibilities for multiple functions and they will need to
take time to respond to this questionnaire.
Conduct Interviews. We will interview each of the 15 staff members to review the information
they provided on their questionnaires and ask questions to learn more details. Through these
interviews, we will be able to understand the number and various functions for which separate
procedures will be needed in the manual.
We are estimating two hours per staff member since we want to be thorough in
understanding their work and what is needed to be prepared, as well as what is already
available that can be easily incorporated into the manual.
At the conclusion of the interviews, we will compile the results and analyze them to
identify themes, consistencies and material to be used in the manual development.
Collect Sample Manuals. We will obtain copies of accounting manuals from peer cities for
comparison and to inform the development of the manual. While every city is unique and we
will seek to understand what distinguishes El Segundo's practices from others, the use of GAAP
by other cities may create an opportunity to learn from their manuals. We will conduct
additional research as appropriate into best practices used by municipal departments to
supplement our work.
Actl0ty 1..... uevek:)p II'Manu,ai
During Activity 3, we will first prepare an outline of the manual. We will meet with you (and others as
you designate) to review this outline to ensure we have captured all the procedures and policies you
wish to have included. We will then prepare a draft manual. We will review the draft with you and
finalize it based on your feedback.
Our Team
We have a strong project team that is well qualified to complete this work for the City of El Segundo.
Donna Peter will serve as project manager and will be responsible for execution of the project. She will
be supported by finance specialists Sandra Sato and Don Rhoads, CPA, along with Ashley Garcia who will
assist throughout the project and in the preparation of the manual. Brief qualifications of each team
member are provided below.
D o inn a C, I. °f E^firm, S Ilp e c i a III A d v i y o u,.,
Human Resources executive with expertise in all aspects of human resources, labor relations,
employee engagement, leave management, and employee benefits. Developed policies for
local governments' remote workforce.
Extensive experience creating and managing leadership and supervisory training programs,
establishing and managing performance processes, investigating and overseeing misconduct and
discrimination investigations.
Expertise in policy and procedure improvement and organizational restructuring; excellent
interview and facilitation skills; ability to engage employee and stakeholders in focus group
meetings.
Maintains a Basic Certification in Mediation from the Los Angeles County Bar Association.
Mr. Joseph Lillio
Agreement No. 6162
Page 4
Worked as director of Human Resources with the cities of Santa Monica and Manhattan
Beach; in Santa Monica, worked closely with Santa Monica's county -wide transit system, the
Big Blue Bus.
Served as president of the League of California Cities, Personnel and Employee Relations
Department and a member of the Webinar and Training Committee for the Association of
Workplace Investigators.
Since joining Management Partners, has assisted the California cities of Perris, Cypress, Brea,
Manhattan Beach, El Segundo, and Anaheim; Sammamish, Washington; Gainesville, Florida;
Charlotte, North Carolina; and the County of Orange, California.
Saiiidiirmr Sato, IIIInair°m e Spec4I iiso r
Nearly 30 years of service in local government in a variety of fiscal management positions
including internal audit, administrative services director, treasurer, and finance director.
Financial management areas of skills include accounting, audit, budget, financial reporting,
debt administration, treasury, and managing the financial operations and budget for water and
wastewater utilities.
Conducted internal audits for Solano County departments for eight years, including
management audits of major departments.
Successfully managed three software and hardware financial systems conversions during her
career.
Agencies served include Solano County, Suisun City, Town of Windsor (formerly Windsor Water
District), and the cities of Oroville and Oakland.
Certified Internal Auditor (retired).
Doin I' tt a , CI)A, III:� Jmnairi e Special Advisot
Consulted on financial projects with Management Partners in Garden Grove, Palo Alto and
Perris, California; Mercer Island and Newcastle, Washington; Brighton, Colorado; and Dallas,
Texas.
a A credentialed CPA, Don has more than 29 years of public sector experience including serving as
Finance Director for the City of Monterey and Chief Financial Officer for the City of Beverly Hills.
Experienced in operational and capital budgeting, strategic financial planning, accounting and
financial reporting, capital improvement planning, analysis and strategies related to unfunded
liabilities, as well as staff development and teambuilding.
0 Well regarded by city councils, managers, and community members as a person who takes
complex financial information and presents it in a way that is understandable and relevant.
Led the Mayor's Financing Task Force in Beverly Hills to successfully develop a financing plan
for major upcoming capital projects and established an innovative Conference Center Financing
District in Monterey to provide funding for the renovation and expansion of the Monterey
Conference Center.
Ashley Girm iii ,S C irf m o r° IIMa m i age mom :M n °wIw° Arialyst
N A decade of analytical, human resources, budget, and project management experience in local
governments.
a Local government experience includes progressively responsible roles for the California cities of
Huntington Beach, Laguna Niguel, Costa Mesa and Santa Maria.
Passionate about public service and organizational development, specializing in
interdepartmental collaboration.
M
Mr. Joseph Lillio
Agreement No. 6162
Page 5
Served as President of the Municipal Management Association of Southern California in 2018,
leading the organization as it achieved record membership levels and established a strategic
plan for the association.
Hours and Cost
Management Partners will complete the plan of work described above for $44,900 which includes all
fees and expenses. The ultimate test of a quality project is that the client is pleased with the results, and
we are committed to achieving that goal.
Conclusion
We look forward to assisting the City of El Segundo once again. Please contact Jan Perkins at (949) 202-
8870 if we can provide any additional information.
Sincerely,
J
Jerry Newfarmer
President and CEO
Accepted for the City of El Segundo by:
Name:
Title:
Date: