Loading...
CONTRACT 7211 Professional Services AgreementAgreement No. 7211 Agreement No. µ' PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF EL SEGUNDO AND BAKER TILLY ADVISORY GROUP, LP This AGREEMENT is entered into this 20t" day of February, 2025, by and between the CITY OF EL SEGUNDO, a municipal corporation and general law city ("CITY") and BAKER TILLY ADVISORY GROUP, LP, a Delaware Limited Partnership ("CONSULTANT"). 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 eight thousand five hundred dollars $48,500.00 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 -1- Rev 4/4/24 Agreement No. 7211 Agreement No. 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 currentservices are within the current budget and within an available, unexhausted and unencumbered appropriation of the CITY. In the event the CITY has not appropriated sufficientfunds for payment of CONSULTANT services beyond the current fiscal year, this Agreement will cover only those costs incurred up to the conclusion of the currentfiscal year. 6. FAMILIARITY WITH WORK. A. By executing this Agreement, CONSULTANT agrees that it has: i Carefully investigated and considered the scope of services to be performed; ii. Carefu I ly con sidered h ow th e servi ces sh ou I d be perfo rmed; and iii. Understands the facilities, difficulties, and restrictions attending performance of the services underthis 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 February 20, 2025, to June 30, 2026. Unless otherwise determined by written amendment between the parties, this Agreement will terminate in thefollowing instances: A. Completion of the work specified in Exhibit"A"; B. Termination as stated in Section 15. -2- Rev 4/4/24 Agreement No. 7211 Agreement No. 8. TIME FOR PERFORMANCE. A. CONSULTANT will not perform any work underthis 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 CONSULTANTbe delayed by causes beyond CONSULTANT's control, CITY may grant a time extension forthe completion of the contracted services. If delay occurs, CONSULTANT must notifythe Managerwithin forty-eight hours (48 hours), in writing, of the cause and the extent of the delay and how such delay interferes with the Agreement's schedule. The Managerwill 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. ExhibitA: 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 Agreementwill 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, -3- Rev 4/4/24 Agreement No. 7211 Agreement No. 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, whetherof the same or different character. 15.TERMINATION. A. Except as otherwise provided, CITY may terminate this Agreement at any time with orwithoutcause. B. CONSULTANT may terminate this Agreement at any time with CITY's mutual consent. Notice will be in writing at leastthirty (30) days beforethe effective termination date. C. Upon receiving a termination notice, CONSULTANT will immediately cease performance u nderth is 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' own cost; CITY will not be obligated to compensate CONSULTANTfor 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, n of to exceed th a total costs u n der Sectio n 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 underthis 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 u n der th is Ag reemen t, 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 n ewspapers or magazines, will -4- Rev 4/4/24 Agreement No. 7211 Agreement No. be approved and distributed solely by CITY, unless otherwise provided by written agreement between the parties. 18.INDEMNIFICATION. A. CONSULTANT agrees to the following: i. 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. 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. 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 pursuantto this Agreement, including, without limitation, to the provisions concerning indemnification. 19.ASSIGNABILITY. This Agreement is for CONSULTANTs professional services. CONSULTANTs attempts to assign the benefits or burdens of this Agreement without CITY's written approval are prohibited and will be null and void. -5- Rev 4/4/24 Agreement No. 7211 Agreement No. 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 is it 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 orsimilar 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 resu Its 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 underthis Agreement. 22.INSURANCE. A. Before commencing performance underthis Agreement, and at all other times this Agreement is effective, CONSULTANTwill procure and maintain thefollowing types of insurancewith coverage limits complying, at a minimum, with the limits set forth below: Type of Insurance Commercial general liability: Professional Liability Business automobile liability Workers compensation Limits $1,000,000 $1,000,000 $1,000,000 Statutory requirement B. Commercial general liability insurance will meetorexceed the requirementsof ISO-CGL Form No. CG 00 01 11 85 or88. The amountof insurance setforth above will be a combined single limit per occurrence for bodily injury, personal injury, and property damage forthe policy coverage. Liability policies will be endorsed to name CITY, its officials, and employees as "additional insureds" undersaid 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 -6- Rev 4/4/24 Agreement No. 7211 Agreement No. 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 fora 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 outof any errors or omissions of CONSULTANT, or its officers, employees or agents during the time this Agreementwas 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. CONSULTANTwill furnish to CITY duly authenticated Certificates of Insurance evidencing maintenance of the insurance required underthis Agreement and such otherevidence of insurance orcopies of policies as maybe reasonably required by CITY from time to time. Insurance must be placed with insurers with acurrent A.M. Best Company Rating equivalentto 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 deductthe cost of such insurance from payments due to CONSULTANT u nderth is Agreement or terminate pursuantto 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 consultantand theterms 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 u pdate. 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: If to CITY: Attention: Carol Jacobs Attention: Human Resources -7- Rev 4/4/24 Agreement No. 7211 Agreement No. Baker Tilly Advisory Group, LP City of El Segundo 11 Von Karman Ave. 1Oth Floor/ Main Street Irvine, CA 92610 El Segundo,90245 1 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. PROHIBITED USE OF ARTIFICIAL INTELLIGENCE. A. Restriction on Artificial Intelligence Usage. CONSULTANT must not utilize, employ, or incorporate any form artificial intelligence, machine learning, or other similar technologies (collectively, "Al") in the provision of professional services in this Agreement without CITY's express written consent. B. Exclusions. The Al prohibition set forth directly above will not apply to general businesstools and software that may have AI components but are not directly involved in the execution or delivery of professional services that this Agreement covers, provided that such tools and software do not significantly impactthe quality or nature of such services. C. Notification. CONSULTANT must promptly notify CITY, in writing, of any proposal to employ Al in connection its provision of services to the CITY under this Agreement. CITY will have the sole discretion to grant or deny such proposal. 27.CONFLICT OF INTEREST. CONSULTANT will comply with all conflict of interest laws and regulations including, without limitation, CITY's conflictof interest regulations. 28.SOLICITATION. CONSULTANT maintains and warrants that it has not employed nor retained any company or person, other than CONSULTANT's bona fide employee, to solicitor secure this Agreement. Further, CONSULTANT warrants that it has not paid nor has it agreed to pay any company or person, otherthan 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. -8- Rev 4/4/24 Agreement No. 7211 Agreement No. 29.THIRD PARTY BENEFICIARIES. This Agreementand every provision herein is generallyforthe exclusive benefitof CONSULTANT and CITY and notforthe benefitof any. other party. There will be no incidental orother beneficiaries of any of CONSULTANT's or CITY's obligations underthis Agreement. 30.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 agreementwill be in Los Angeles County. 31. COMPLIANCE WITH LAW. CONSULTANT agrees to comply with all federal, state, and local laws applicable to this Agreement. 32.ENTIRE AGREEMENT. This Agreement, and its Attachments, sets forth the entire understanding of the parties. There are no other understandings, terms or other agreements expressed or implied, oral orwritten. This Agreementwill bind and inure to the benefit of the parties to this Agreement and any subsequent successors and assigns. 33. 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. 34.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. 35. AUTHORITY/MODIFICAT ION. The Parties represent and warrantthat 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. CITY's executive manager, or designee, may execute any such amendmenton behalf of CITY. 36.ELECTRONIC SIGNATURES; SIGNATURE AUTHORITY. This Agreement may be executed by the Parties on any number of separate counterparts, and all such counterparts so executed constitute one Agreement binding on all the Parties notwithstanding that all the Parties are not signatories to the same counterpart. In accordance with Government Code § 16.5, the Parties agree that this Agreement, Agreements ancillary to this Agreement, and related documents to be entered into in connection with this Agreementwill be considered signed when the signature of a party is delivered by electronic transmission. Such electronic signature will be treated in all respects as having the same effect as an original signature. CONSULTANT warrants that its signatory(or signatories, as applicable)to this Agreement has the legal authority to enter this Agreement and bind CONSULTANT accordingly. -9- Rev 4/4/24 Agreement No. 7211 Agreement No. 37.CAPTIONS. The captions of the paragraphs of this Agreement are for convenience of reference only and will not affect the interpretation of this Agreement. 38.TIME IS OF ESSENCE. Time is of the essence for each and every provision of this Agreement. 39. 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. 40.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, suretyand 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 effectivelywith and to satisfy a public CITY. [Signatures on next page] -10- Rev 4/4/24 Agreement No. 7211 Agreement No. IN WITNESS WHEREOF the parties hereto have executed this contract the day and year first hereinabove written. nm S GUNDO ll George, N 9 Darrell g , City Manager ATTE 7 Susan Truax, City Clerk BAKERY TILLY ADVISORY, LP ca4'e .. By: Managing Director Title: Taxpayer ID No. 99-1405547 APPROVED AS TO FORM: MARK D. HENSLEY, City Attorney By: ' Joaquin azquez,AsstantCity Attorney Oukance -1 1- Rev 4/4/24 February 13, 2025 Baker Tilly US, LLP 18500 Von Karman Avenue, Ms. Rebecca Redyk, Human Resources Director 101 Floor City of El Segundo Irvine, CA 92610 350 Main Street T: +1 (949) 809 5588 bakertilly.com El Segundo, CA 90245 Delivered electronically - revised Dear Ms. Redyk: Thank you for the opportunity to submit a proposal to provide an assessment of the Recreation and Parks Divisions within the Recreation, Parks and Library Department. I appreciate your sharing some of the challenges in the Department and the City's need to continuously improve operations. Baker Tilly has the expertise and skills necessary to provide the assistance you seek, and we would be pleased to do so. We have put together a strong team to support you. Before we describe our approach, we would like to tell you about Baker Tilly. 171 We dedicate ourselves to delivering efficiency, quality, creativity, innovation and forward -thinking solutions. We are passionate about enhancing the services our clients provide to their communities, a collective effort by everyone across our firm. The City will receive an exceptional experience. Below are some key facts about our firm. Delivering specialized expertise to our public -sector clients Local government is a complex, unique environment shaped by fiscal, regulatory and operational considerations not found in other industries. We have a specific mission to help local government leaders improve their service to the public. We have worked with cities, counties, towns and special districts of all sizes across the United States to help them work more effectively and run more efficiently. Nationwide, our state and local government practice serves nearly 4,000 state and local governmental entities, including school districts, municipalities, counties, public utilities and transit organizations. COMMITMENT TO THE PUBLIC SECTOR Baker Tilly has been in business for more than 90 years, and public sector entities were some of our first clients. Agreement No. 7211 City of El Segundo February 13, 2025 Our services include'. • Executive recruitment Performance management h d • Executive coaching • Executive performance assessment • Organization assessments • Organization development • Process improvement • Strategic and business planning • Planning and economic development • Service s a,nu an service consolidation • Management services • Financial planning, budgeting and analysis Baker Tilly offers a balance of perspectives with a practitioner's lens and a proven track record of successful consulting engagements. This experience gives us a sensitivity that produces positive outcomes. We are proud to say that many of our clients ask us to complete subsequent assignments due to our quality work. If understand ling the I I IBt aind appiroadh Based on our experience with organization reviews and service delivery assessments and our understanding of the needs of the City, we have prepared a plan of work below. The goal is to provide a report and implementation action plan and check -ins with recommendations to improve the Recreation and Parks Divisions' supervisory oversight, workflow, hours of operation and a staffing model that will support this important community service. By addressing these crucial aspects, we will provide a comprehensive approach to improve the department's structure and operations, ultimately enabling it to better meet the expectations of the community. This work will provide a thorough understanding of the current organizational structure and identify areas for improvement to achieve the objective of building a more effective workforce. Activity I ............. Staurf 1project and courmduct kickoff nneetliiing Baker Tilly will begin the project by meeting with you, the assigned project manager and other appropriate staff that will form the City's project team. The start-up activity forms the foundation of the relationship between the Baker Tilly team and the City's team. 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 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 City. We will provide a data request and will review the material collected by staff to identify any other data needs. This will likely include prior budgets, previous recreation guides and leisure needs assessments, current performance metrics, training materials, staffing data, job descriptions, and organization charts. ctiivliity 2........ GatherIlinforwrirmatioin During this activity, we will gather information from several sources. Included in our information gathering will be techniques to hear insights from a variety of employees and stakeholders. Review background documents and data. We will review the documentation listed above and other relevant material to familiarize ourselves with the department's current operations and future plans. Conduct interviews. We will conduct interviews via videoconference with the department's management team, City Manager and others as identified by the City's project team. The confidential 2 Agreement No. 7211 City of El Segundo February 13, 2025 interviews will focus on current operations, future plans, organization structure and priorities, and challenges and opportunities for improvement. At the conclusion of this activity, we will summarize results, develop themes, and identify any additional information gathering work that will round out our understanding of the division's operations. Activity t�..rrt�rtr�riysi, During this activity, we will review and analyze the current positions and inventory duties and tasks associated with each. We will accomplish this by analyzing operations, evaluating the management and supervisory oversight, workflow, hours of operation and a staffing model that will support this important community service. This activity will provide a thorough understanding of the current organization structure and identify areas for improvement to achieve the objective of building a more effective workforce. Activity p.............. .dll1oaft repoift Our team will prepare a draft report that details our methodology, analysis of relevant issues, and recommendations. We will present the draft for review and comment. At the conclusion of the review period, we will consider all changes and suggested revisions and prepare the final report. Art uivit.y 5........... ...IlpuY'°r°vpare liirriull'Illernieiiriutat'iori action Ilplan Baker Tilly has a strong bias for action. Our reports and resulting recommendations become tools for setting priorities and developing work plans. After completing the project report, we will prepare a draft implementation action plan incorporating each recommendation in the project report. The draft action plan sets forth the steps required for implementation, assigns responsibility for action, and an assigned priority level (immediate, near or long term) for initiating each recommendation. The action plan is prepared as a draft and becomes final once you and your staff integrate the action steps into the work plan and develops dates for planned completion. The action plan offers an important management tool for actual implementation of the work reflected in the project report. In order to ensure your success, our Parks and Recreation subject matter specialist will check in with the Director of Recreation, Parks and Library to provide support and guidance on implementing the plan. Our proposed tearn Baker Tilly has put together a team that can deliver this project on time and on budget. We have provided the team's brief qualifications below. ,a1 �� �w, af���, ' Role: Engagement/project manager Carol is a managing director with Baker Tilly. She has held a wide range of roles across local government and consulting, including multiple stints as a city manager, and served most recently as assistant city manager of the City of Newport Beach, California. In that role, she had responsibility for functions as varied as fire, library, harbor, information technology, utilities and homelessness, with service as interim finance director and harbormaster. Carol also served as city manager for the Southern California cities of Eastvale and Stanton; as interim city manager for the City of Grand Terrace, California; and in a series of roles with increasing responsibility for the City of Costa Mesa, California. Carol's consulting experience includes managing a financial solutions practice area that served local governments, with responsibility for managing client needs, preparing financial studies and conducting management and organizational reviews. 3 Agreement No. 7211 City of El Segundo February 13, 2025 Role: Subject -matter specialist Craig has more than 36 years of full-time experience in parks, recreation, and community services. He started his career in the City of Escalon where he served as the first recreation director. He was then hired by the City of Turlock and spent over 14 years being responsible for traditional park and recreation services and programs, including the Parks and Recreation and Arts Commissions. Craig then became parks and recreation director for the City of Brentwood, with an annual budget of over $17 million and 26 full-time staff and over 200 part-time/seasonal employees. During that time, he was responsible for the construction of 58 parks, a full aquatic complex, a 38- acre sport facility, two community centers, a dog park, a skate/BMX park, five joint use gymnasiums with the two local school districts, and a joint use Olympic size aquatic facility at Heritage High School. Craig has helped complete organization assessments, conduct executive coaching, provide management services, advise on contracting for park and recreation services, and develop strategic plans related to recreation, parks and community services. Piro-fessilloinal fee Based on your needs, Baker Tilly proposes to complete this project for a fixed fee of $48,500, including all travel and expenses. We anticipate one on -site visit for two days to complete the project. The City of El Segundo will continue to be a valued client of Baker Tilly, and we look forward to assisting you with this important work. Thank you for the opportunity to make tangible contributions to your success. Our team is excited to work with you, and we look forward to discussing your questions and feedback. Please contact me at +1 (949) 809 5588 or carol .Iacobs@bakertilly.com if you have any questions about our proposal. Sincerely, &419-1 Carol Jacobs, Managing Director Baker Tilly Advisory Group, LP +1 (949) 809 5588 1 carol.4acobs bakertill .com Accepted for the City of El Segundo by: 4 Agreement No. 7211 City of El Segundo February 13, 2025 Name: Title: Date: The information provided here is of a general nature and is not intended to address the specific circumstances of any.individual or entity. In specific circumstances, the services of a professional should be sought. © 2025 Baker Tilly Advisory Group, LP. Baker Tilly US, LLP and Baker Tilly Advisory Group, LP and its subsidiary entities provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of BakerTilly International. Baker Tli y tnterpnational Limited is an English company. Baker Tilly International provides no professional services to clients. Each member firm is a separate and independent legal entity, and each describes itself as such. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP are not Baker Tilly International's agent and do not have the authority to bind Baker Tilly International or act on Baker Tilly International's behalf. None of Baker Tilly International, Baker Tilly Advisory Group, LP, Baker Tilly US, LLP nor any of the other member firms of Baker Tilly International has any liability for each other's acts or omissions. The name Baker Tilly and its associated logo is used under license from Baker Tilly International Limited.