HomeMy WebLinkAbout2004 CON CDC San Diego Training Center - Consulting ServicesAGR
EMENT
AND BETWEEN THE
COMMUNITY DEVELOPMENT COMMISSION
ORIGINAL
OF THE CITY OF NATIONAL CITY AND
SUZANNE E. FOUCAULT, SAN DIEGO REGIONAL TRAINING CENTER
THIS AGREEMENT is entered into this nineteenth day of October 2004 by and
between the COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF NATIONAL
CITY, (the "CDC"), and Suzanne E. Foucault, San Diego Regional Training Center (SDRTC),
(the "CONTRACTOR").
RECITALS
WHEREAS, the CDC desires to employ a CONTRACTOR to provide professional
organizational development consulting services to assist with the functions, operations and
responsibilities of the CDC.
WHEREAS, the CDC has determined that the CONTRACTOR is an consulting
company qualified by experience and ability to perform the services desired by the CDC, and the
CONTRACTOR is willing to perform such services.
NOW, THEREFORE, THE PARTIES HERETO DO MUTUALLY AGREE AS
FOLLOWS:
1. ENGAGEMENT OF CONTRACTOR. The CDC hereby agrees to engage the
CONTRACTOR and the CONTRACTOR hereby agrees to perform the services hereinafter set
forth in accordance with all terms and conditions contained herein.
The CONTRACTOR represents that all services required hereunder will he performed
directly by the CONTRACTOR or under direct supervision of the CONTRACTOR.
2. SCOPE OF SERVICES. The CONTRACTOR will perform services as set forth
in the CONTRACTOR'S proposal, attached as Exhibit "A".
The CONTRACTOR shall be responsible for all research and reviews related to the work
and shall not rely on personnel of the CDC for such services, except as authorized in advance by
the CDC.
The CDC may unilaterally, or upon request from the CONTRACTOR, from time to time
reduce or increase the Scope of Services to he performed by the CONTRACTOR under this
Agreement. Upon doing so, the CDC and the CONTRACTOR agree to meet in good faith and
confer for the purpose of negotiating a corresponding reduction or increase in the compensation
associated with said change in services, not to exceed a factor of ten (10%) percent from the base
amount.
3. PROJECT COORDINATION AND SUPERVISION. Benjamin Martinez
hereby is designated as the Project Coordinator for the CDC and will monitor the progress and
execution of this Agreement. The CONTRACTOR shall assign a single Project Director to
provide supervision and have overall responsibility for the progress and execution of this
Agreement for the CONTRACTOR. Suzanne E. Foucault thereby is designated as the Project
Director for the CONTRACTOR.
4. COMPENSATION AND PAYMENT. The CDC shall compensate the
CONTRACTOR a total of $7,700, upon completion of work. Billings shall include labor
classifications, respective rates, hours worked and also materials, if any. The total cost for all
work described as set forth in the CONTRACTOR'S proposal, which is attached as Exhibit "A",
shall not exceed $7,700 (the Base amount) without prior written authorization from the
Executive Director of the CDC. Invoices will be processed for payment and remitted within
fifteen (15) days from receipt of invoice, provided that work is accomplished consistent with
Exhibit "A" as determined by the CDC.
The CONTRACTOR shall maintain all hooks, documents, papers, employee time sheets,
accounting records, and other evidence pertaining to costs incurred and shall make such materials
available at its office at all reasonable times during the term of this Agreement and for three (3)
years from the date of final payment under this Agreement, for inspection by the CDC and for
furnishing of copies to the CDC, if requested.
5. LENGTH OF AGREEMENT. The CDC hereby agrees to engage the
CONTRACTOR and the CONTRACTOR hereby agrees to perform the services under the terms
of this Agreement for a one-year period (360 days), unless otherwise extended as provided in
Paragraph 22 of this Agreement.
6. DISPOSITION AND OWNERSHIP OF DOCUMENTS. The Memoranda,
Reports, Maps, Drawings, Plans, Specifications and other documents prepared by the
CONTRACTOR for this Project, whether paper or electronic, shall become the property of the
CDC for use with respect to this Project, and shall be turned over to the CDC upon completion of
the Project, or any phase thereof, as contemplated by this Agreement.
Contemporaneously with the transfer of documents, the CONTRACTOR assigns to the
CDC and thereby expressly waives and disclaims, any copyright in, and the right to reproduce, all
written material, drawings, plans, specifications or other work prepared under this agreement,
except upon the CDC's prior authorization regarding reproduction, which authorization shall not
be unreasonably withheld. The CONTRACTOR shall, upon request of the CDC, execute any
further document(s) necessary to further effectuate this waiver and disclaimer.
The CONTRACTOR agrees that the CDC may use, reuse, alter, reproduce, modify,
assign, transfer, or in any other way, medium or method utilize the CONTRACTOR's written
work product for the CDC's purposes, and the CONTRACTOR expressly waives and disclaims
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any residual rights granted to it by Civil Code Sections 980 through 989 relating to intellectual
property and artistic works.
Any modification or reuse by the CDC of documents, drawings or specifications prepared
by the CONTRACTOR shall relieve the CONTRACTOR from liability under Section 14 but
only with respect to the effect of the modification or reuse by the CDC, or for any liability to the
CDC should the documents be used by the CDC for some project other than what was expressly
agreed upon within the Scope of this project, unless otherwise mutually agreed.
7. INDEPENDENT CONTRACTOR. Both parties hereto in the performance of
this Agreement will he acting in an independent capacity and not as agents, employees, partners
or joint venturers with one another. The CONTRACTOR is not an employee of the CDC and is
not entitled to any of the rights, benefits, or privileges of the CDC's employees, including but not
limited to medical, unemployment, or workers' compensation insurance.
This Agreement contemplates the personal services of the CONTRACTOR and the
CONTRACTOR's employees, and it is recognized by the parties that a substantial inducement to
the CDC for entering into this Agreement was, and is, the professional reputation and
competence of the CONTRACTOR and its employees. Neither this Agreement nor any interest
herein may be assigned by the CONTRACTOR without the prior written consent of the CDC.
Nothing herein contained is intended to prevent the CONTRACTOR from employing or hiring as
many employees, or subcontractors, as the CONTRACTOR may deem necessary for the proper
and efficient performance of this Agreement. All agreements by CONTRACTOR with its
subcontractor(s) shall require the subcontractor to adhere to the applicable terms of this
Agreement.
8. CONTROL. Neither the CDC nor its officers, agents or employees shall have
any control over the conduct of the CONTRACTOR or any of the CONTRACTOR's employees
except as herein set forth, and the CONTRACTOR expressly agrees not to represent that the
CONTRACTOR or the CONTRACTOR's agents, servants, or employees are in any manner
agents, servants or employees of the CDC, it being understood that the CONTRACTOR, its
agents, servants, and employees are as to the CDC wholly independent contractors and that the
CONTRACTOR's obligations to the CDC are solely such as are prescribed by this Agreement.
9. COMPLIANCE WITH APPLICABLE LAW. The CONTRACTOR, in the
performance of the services to be provided herein, shall comply with all applicable State and
Federal statutes and regulations, and all applicable ordinances, rules and regulations of the City
of National City. whether now in force or subsequently enacted. The CONTRACTOR, and each
of its subcontractors, shall obtain and maintain a current City of National City business license
prior to and during performance of any work within the CDC.
10. LICENSES, PERMITS, ETC. The CONTRACTOR represents and covenants
that it has all licenses, permits, qualifications, and approvals of whatever nature that are legally
required to practice its profession. The CONTRACTOR represents and covenants that the
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CONTRACTOR shall, at its sole cost and expense, keep in effect at all times during the term of
this Agreement, any license, permit, or approval which is legally required for the
CONTRACTOR to practice its profession.
11. STANDARD OF CARE.
A. The CONTRACTOR, in performing any services under this Agreement, shall
perform in a manner consistent with that level of care and skill ordinarily exercised by members
of the profession currently practicing under similar conditions and in similar locations. The CDC
expects that the CONTRACTOR shall take all special precautions necessary to protect the
CONTRACTOR's employees and members of the public from risk of harm arising out of the
nature of the work and/or the conditions of the work site.
B. The CONTRACTOR warrants to the CDC that it is not now, nor has it been for
the five (5) years preceding, involved in arbitration or litigation concerning the
CONTRACTOR's professional performance or the furnishing of materials or services relating
thereto.
C. The CONTRACTOR is responsible for identifying any unique products,
treatments, processes or materials whose availability is critical to the success of the project the
CONTRACTOR has been retained to perform, within the time requirements of the CDC, or,
when no time is specified, then within a commercially reasonable time. Accordingly, unless the
CONTRACTOR has notified the CDC otherwise, the CONTRACTOR warrants that all products,
materials, processes or treatments identified in the project documents prepared for the CDC are
reasonably commercially available. Any failure by the CONTRACTOR to use due diligence
under this sub -paragraph will render the CONTRACTOR liable to the CDC for any increased
costs that result from the CDC's later inability to obtain the specified items or any reasonable
substitute within a price range that allows for project completion in the time frame specified or,
when not specified, then within a commercially reasonable time.
12. NON-DISCRIMINATION PROVISIONS. The CONTRACTOR will not
discriminate against any employee or applicant for employment because of age, race, color,
ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or
medical condition. 1'he CONTRACTOR will take positive action to insure that applicants are
employed without regard to their age, race, color, ancestry, religion, sex, sexual orientation,
marital status, national origin, physical handicap, or medical condition. Such action shall include
but not be limited to the following: employment, upgrading, demotion, transfer, recruitment or
recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and
selection for training, including apprenticeship. The CONTRACTOR agrees to post in
conspicuous places available to employees and applicants for employment any notices provided
by the CDC setting forth the provisions of this non-discrimination clause.
13. CONFIDENTIAL INFORMATION. The CDC may from time to time
communicate to the CONTRACTOR certain confidential information to enable the
CONTRACTOR to effectively perform the services to be provided herein. The CONTRACTOR
shall treat all such information as confidential and shall not disclose any part thereof without the
prior written consent of the CDC. The CONTRACTOR shall limit the use and circulation of
such information, even within its own organization, to the extent necessary to perform the
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services to be provided herein. The foregoing obligation of this Section 13, however, shall not
apply to any part of the information that (i) has been disclosed in publicly available sources of
information; (ii) is, through no fault of the CONTRACTOR, hereafter disclosed in publicly
available sources of information; (iii) is already in the possession of the CONTRACTOR without
any obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to the
CONTRACTOR by a third party, but only to the extent that the use or disclosure thereof has
been or is rightfully authorized by that third party.
The CONTRACTOR shall not disclose any reports, recommendations, conclusions or
other results of the services or the existence of the subject matter of this Agreement without the
prior written consent of the CDC. In its performance hereunder, the CONTRACTOR shall
comply with all legal obligations it may now or hereafter have respecting the information or other
property of any other person, firm or corporation.
CONTRACTOR shall he liable to CDC for any damages caused by breach of this
condition, pursuant to the provisions of Section 14.
14. INDEMNIFICATION AND hIOLD HARMLESS. The CONTRACTOR agrees
to indemnify, defend, and hold harmless the CDC, the City of National City, and their officers,
employees and volunteers, against and from any and all liability, loss, damages to property, injuries
to, or death of any person or persons, and all claims, demands, suits, actions, proceedings, costs or
attorneys' fees, of any kind or nature, including workers' compensation claims, of or by anyone
whomsoever, in any way resulting from or arising out of the CONTRACTOR's negligent
performance of this Agreement.
15. WORKERS' COMPENSATION. The CONTRACTOR shall comply with all
of the provisions of the Workers' Compensation Insurance and Safety Acts of the State of
California, the applicable provisions of Division 4 and 5 of the California Government Code and
all amendments thereto; and all similar state or Federal acts or laws applicable; and shall
indemnify, defend and hold harmless the CDC and its officers, employees and volunteers from
and against all claims, demands, payments, suits, actions, proceedings and judgments of every
nature and description, including attorney's fees and costs presented, brought or recovered against
the CDC or its officers, employees, or volunteers, for or on account of any liability under any of
said acts which may be incurred by reason of any work to be performed by the CONTRACTOR
under this Agreement.
16. INSURANCE. The CONTRACTOR, at its sole cost and expense, shall purchase
and maintain, and shall require its subcontractors, when applicable, to purchase and maintain
throughout the term of this agreement, the following insurance policies:
❑ A. If checked, Professional Liability Insurance (errors and omissions) with
minimum limits of $1,000,000 per occurrence.
B. Comprehensive general liability insurance, with minimum limits of
$1,000,000 combined single limit per occurrence, covering all bodily injury and property damage
arising out of its operation under this Agreement.
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C. The aforesaid policies shall constitute primary insurance as to the CDC, its
officers, employees, and volunteers, so that any other policies held by the CDC shall not
contribute to any Toss under said insurance. Said policies shall provide for thirty (30) days prior
written notice to the CDC of cancellation or material change.
D. Said policies, except for the professional liability and worker's
compensation policies, shall name the CDC and its officers, agents and employees as additional
insureds.
E. If required insurance coverage is provided on a "claims made" rather than
"occurrence" form, the CONTRACTOR shall maintain such insurance coverage for three years
after expiration of the term (and any extensions) of this Agreement.
F. Any aggregate insurance limits must apply solely to this Agreement.
G. Insurance shall be written with only California admitted companies which
hold a current policy holder's alphabetic and financial size category rating of not less than A VIII
according to the current Best's Key Rating Guide, or a company equal financial stability that is
approved by the CDC's Risk Manager.
H. This Agreement shall not take effect until certificate(s) or other sufficient
proof that these insurance provisions have been complied with, are filed with and approved by
the CDC's Risk Manager. If the CONTRACTOR does not keep all of such insurance policies in
full force and effect at all times during the terms of this Agreement, the CDC may elect to treat
the failure to maintain the requisite insurance as a breach of this Agreement and terminate the
Agreement as provided herein.
1. The CONTRACTOR may satisfy the requirements of this Paragraph 16 by
obtaining insurance coverage with the Service Provider and Artisan 'Tradesman Activities
Liability Program (SPARTA) prior to providing any services under this Agreement. If the
CONTRACTOR selects this option, it is agreed that the CDC will pay any necessary premiums
for the SPAR'I'A coverage.
17. LEGAL FEES. if any party brings a suit or action against the other party arising
from any breach of any of the covenants or agreements or any inaccuracies in any of the
representations and warranties on the part of the other party arising out of this Agreement, then in
that event, the prevailing party in such action or dispute, whether by final judgment or out -of -
court settlement, shall be entitled to have and recover of and from the other party all costs and
expenses of suit, including attorneys' fees.
For purposes of determining who is to be considered the prevailing party, it is stipulated
that attorney's fees incurred in the prosecution or defense of the action or suit shall not he
considered in determining the amount of the judgement or award. Attorney's fees to the
prevailing party if other than the CDC shall, in addition, be limited to the amount of attorney's
fees incurred by the CDC in its prosecution or defense of the action, irrespective of the actual
amount of attorney's fees incurred by the prevailing party.
18. MEDIA'I'iON/ARBITRATION. If a dispute arises out of or relates to this
Agreement, or the breach thereof, the parties agree first to try, in good faith, to settle the dispute
by mediation in San Diego, California, in accordance with the Commercial Mediation Rules of
the American Arbitration Association (the "AAA") before resorting to arbitration. The costs of
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mediation shall he borne equally by the parties. Any controversy or claim arising out of, or
relating to, this Agreement, or breach thereof, which is not resolved by mediation shall be settled
by arbitration in San Diego, California, in accordance with the Commercial Arbitration Rules of
the AAA then existing. Any award rendered shall be final and conclusive upon the parties, and a
judgment thereon may be entered in any court having jurisdiction over the subject matter of the
controversy. The expenses of the arbitration shall he borne equally by the parties to the
arbitration, provided that each party shall pay for and bear the costs of its own experts, evidence
and attorneys' fees, except that the arbitrator may assess such expenses or any part thereof against
a specified party as part of the arbitration award.
19. TERMINATION.
A. This Agreement may be terminated with or without cause by the CDC.
Termination without cause shall be effective only upon 30-day written notice to the
CONTRACTOR. During said 30-day period the CONTRACTOR shall perform all services in
accordance with this Agreement.
B. This Agreement may also he terminated immediately by the CDC for cause in the
event of a material breach of this Agreement, misrepresentation by the CONTRACTOR in
connection with the formation of this Agreement or the performance of services, or the failure to
perform services as directed by the CDC.
C. Termination with or without cause shall he effected by delivery of written Notice
of Termination to the CONTRACTOR as provided for herein.
D. In the event of termination, all finished or unfinished Memoranda Rcports, Maps,
Drawings, Plans, Specifications and other documents prepared by the CONTRACTOR, whether
paper or electronic, shall immediately become the property of and be delivered to the CDC, and
the CONTRACTOR shall be entitled to receive just and equitable compensation for any work
satisfactorily completed on such documents and other materials up to the effective date of the
Notice of Termination, not to exceed the amounts payable hereunder, and Tess any damages
caused the CDC by the CONTRACTOR's breach, if any. Thereafter, ownership of said written
material shall vest in the CDC all rights set forth in Section 6.
E. The CDC further reserves the right to immediately terminate this Agreement
upon: (1) the filing of a petition in bankruptcy affecting the CONTRACTOR; (2) a
reorganization of the CONTRACTOR for the benefit of creditors; or (3) a business
reorganization, change in business name or change in business status of the CONTRACTOR.
20. NOTICES. All notices or other communications required or permitted hereunder
shall he in writing, and shall be personally delivered; or sent by overnight mail (Federal Express
or the like); or sent by registered or certified mail, postage prepaid, return receipt requested; or
sent by ordinary mail, postage prepaid; or telegraphed or cabled; or delivered or sent by telex,
telecopy, facsimile or fax; and shall be deemed received upon the earlier of (i) if personally
delivered, the date of delivery to the address of the person to receive such notice, (ii) if sent by
overnight mail, the business day following its deposit in such overnight mail facility, (iii) if
mailed by registered, certified or ordinary mail, five (5) days (ten (10) days if the address is
outside the State of California) after the date of deposit in a post office, mailbox, mail chute, or
other like facility regularly maintained by the United States Postal Service, (iv) if given by
telegraph or cable, when delivered to the telegraph company with charges prepaid, or (v) if given
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by telex, tclecopy, facsimile or fax, when sent. Any notice, request, demand, direction or other
communication delivered or sent as specified above shall be directed to the following persons:
To the CDC:
Benjamin Martinez, Executive Director
Community Development Commission of the City of National City
140 East 12th Street, Suite B
National City, CA 91950-3312
To the CONTRACTOR:
Suzanne E. Foucault, Executive. Director
San Diego Regional Training Center
San Diego CA 92121
Telephone: 858.550.0040 E-mail: www.sdrtc.com
Notice of change of address shall be given by written notice in the manner specified in
this Section. Rejection or other refusal to accept or the inability to deliver because of changed
address of which no notice was given shall be deemed to constitute receipt of the notice, demand,
request or communication sent. Any notice, request, demand, direction or other communication
sent by cable, telex, tclecopy, facsimile or fax must he confirmed within forty-eight (48) hours by
letter mailed or delivered as specified in this Section.
21. CONFLICT OF INTEREST AND POLITICAL REFORM ACT
OBLIGATIONS. During the term of this Agreement, the CONTRACTOR shall not perform
services of any kind for any person or entity whose interests' conflict in any way with those of
the CDC. The CONTRACTOR also agrees not to specify any product, treatment, process or
material for the project in which the CONTRACTOR has a material financial interest, either
direct or indirect, without first notifying the CDC of that fact. The CONTRACTOR shall at all
times comply with the terms of the Political Reform Act and the National City Conflict of
Interest Code. The CONTRACTOR shall immediately disqualify itself and shall not use its
official position to influence in any way any matter coming before the CDC in which the
CONTRACTOR has a financial interest as defined in Government Code Section 87103. The
CONTRACTOR represents that it has no knowledge of any financial interests that would require
it to disqualify itself from any matter on which it might perform services for the CDC.
❑ If checked, the CONTRACTOR shall comply with all of the reporting require-
ments of the Political Reform Act and the National City Conflict of Interest Code. Specifically,
the CONTRACTOR shall file a Statement of Economic Interests with the City Clerk of the City
of National City in a timely manner on forms, which the CONTRACTOR shall obtain from the
City Clerk.
The CONTRACTOR shall be strictly liable to the CDC for all damages, costs or
expenses the CDC may suffer by virtue of any violation of this Paragraph 21 by the
CONTRACTOR.
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22. MISCELLANEOUS PROVISIONS.
A. Computation of Time Periods. If any date or time period provided for in this
Agreement is or ends on a Saturday, Sunday or federal, state or legal holiday, then such date shall
automatically be extended until 5:00 p.m. Pacific Time of the next day which is not a Saturday,
Sunday or federal, state or legal holiday.
B. Counterparts. This Agreement may be executed in multiple counterparts, each of
which shall be deemed an original, hut all of which, together, shall constitute but one and the
same instrument.
C. Captions. Any captions to, or headings of, the sections or subsections of this
Agreement are solely for the convenience of the parties hereto, are not a part of this Agreement,
and shall not be used for the interpretation or determination of the validity of this Agreement or
any provision hereof.
D. No Obligations to Third Parties. Except as otherwise expressly provided herein,
the execution and delivery of this Agreement shall not be deemed to confer any rights upon, or
obligate any of the parties hereto, to any person or entity other than the parties hereto.
E. Exhibits and Schedules. The Exhibits and Schedules attached hereto are hereby
incorporated herein by this reference for all purposes.
F. Amendment to this Agreement. The terms of this Agreement may not he modified
or amended except by an instrument in writing executed by each of the parties hereto.
G. Waiver. The waiver or failure to enforce any provision of this Agreement shall
not operate as a waiver of any future breach of any such provision or any other provision hereof.
II. Applicable Law. This Agreement shall be governed by and construed in
accordance with the laws of the State of California.
i. Entire Agreement. This Agreement supersedes any prior agreements, negotiations
and communications, oral or written, and contains the entire agreement between the parties as to
the subject matter hereof. No subsequent agreement, representation, or promise made by either
party hereto, or by or to an employee, officer, agent or representative of any party hereto shall he
of any effect unless it is in writing and executed by the party to be bound thereby.
J. Successors and Assigns. This Agreement shall be binding upon and shall inure to
the benefit of the successors and assigns of the parties hereto.
K. Construction. The parties acknowledge and agree that (i) each party is of equal
bargaining strength, (ii) each party has actively participated in the drafting, preparation and
negotiation of this Agreement, (iii) each such party has consulted with or has had the opportunity
to consult with its own, independent counsel and such other professional advisors as such party
has deemed appropriate, relative to any and all matters contemplated under this Agreement, (iv)
each party and such party's counsel and advisors have reviewed this Agreement, (v) each party
has agreed to enter into this Agreement following such review and the rendering of such advice,
and (vi) any rule or construction to the effect that ambiguities are to be resolved against the
drafting party shall not apply in the interpretation of this Agreement, or any portions hereof, or
any amendments hereto.
.Signature page to follow
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date
and year first above written.
COMMUNITY DEVELOPMENT OF
THE CITY OF NATIONAL CITY
By:
By:
Benjamin Martinez,
Executive Director Executive Director
SAN DIEGO REGIONAL
TRAINING CENTER
APPROVED AS TO FORM:
By:
George H. Eiscr, Ill
Legal Counsel
ne E. Foucaultatt4
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Proposal for Organizational Development Services
CITY OF NATIONAL CITY
COMMUNITY DEVELOPMENT COMMISSION
Organizational Assessment (5 days)
With the recent appointment of the Executive Director, the CDC is poised for
organizational assessment and change. It is timely to assess the opinions and concerns
of its employees and managers, in regard to organizational strengths and weaknesses,
effectiveness and efficiency, and any critical issues which may require attention. One of
the most effective means is through the use of an outside, neutral facilitator who is
skilled at building trust and listening.
The process requires a combination of individual and group interviews that allow open
communication free of superior/subordinate relationships. Questions are determined in
collaboration between the facilitator and the organization's leadership. Findings focus on
those responses most commonly indicated, and are reported in a manner that does not
disclose identities.
Assessment Interviews - 6 individual interviews and 6 group interviews (see
attached list and sample schedule), including 1/2 day for interview preparation — 3
of 5 days
Report of Findings Preparation - Compilation of individual and group interviews
and preparation of written report of findings — 2 of 5 days
Organizational Planning (1 day)
Organizational Development Plan - development of a comprehensive plan to address
organizational needs such as:
• Development of an Organizational Mission and Vision
• Strategic Planning (with specific goals and objectives)
• Specific Skill or Knowledge Training programs and courses
• Revision of the Personnel Manual
• Findings from the Organizational Assessment
The Plan will include specific activities, potential resources and providers, and estimated
costs.
EXHIBIT "A"
Presentations (1 day cumulative)
Separate meetings will be held to present the Organization Assessment Findings and the
Organizational Development Plan to:
• the Executive Director,
• the CDC staff as determined by Executive Director,
• the Community Development Commission as necessary
Deliverables
• Report of Organizational Assessment Findings
• Organizational Development Plan
Cost
Seven (7) days = $ 7,700.
Based upon the organization assessment findings and/or further direction from the
Executive Director, additional days may be added to this proposal at a daily rate of
$1,100.
Facilitators
Suzanne Foucault — biography attached
or
Larry Marion and Patti Lynn — biographies attached
Ms. Foucault and the Marion -Lynn team are suggested as alternatives for your
consideration. Both have agreed to conduct the work for the fees quoted above.
Submitted by
Suzanne E. Foucau!t, Exec. Dir.
San Diego Regional Training Center
7.21.04
SDRTC -10455 Sorrento Valley Road, Suite 202, San Diego CA 92121 - 858.550.0040 - www.sdrtc.com
Sample Assessment Interview Schedule *
8:30 a.m., 10:00 a.m., 1:00 p.m., and 2:30 p.m., on particular days as determined
by consultant and CDC
Individual Interviews:
• Executive Director
• CDC Attorney
• Executive Assistant
• Deputy Director of Redevelopment
• Deputy Director of Community/Economic Development
• Deputy Director of Finance/Administration
Small Group Interviews:
Group 1: Redevelopment Manager
Sr Economic Development Manager
Housing Programs Manager
Senior Accountant
Nutrition Center Manager
Group 2: Senior Project Manager (vacant)
Senior Housing Specialist
Group 3: Project Manager (vacant) *
Project Manager (vacant)
Group 4: Economic Development Specialist III
Economic Development Specialist II
Economic Development Specialist I
Group 5: Housing Specialist
Housing Specialist
Housing Specialist (vacant)
Group 6: Associate Accountant
Associate Accountant
Accounting Assistant
Accounting Assistant (vacant)
Group 7: Nutrition Center Staff members
Housing Specialist (vacant)
Housing Assistant
Housing Systems Technician
* Notes: The actual interview format and schedule is subject to the approval of the CDC Executive Director;
also due to vacant positions an interview does not have to be scheduled for Group 3