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HomeMy WebLinkAbout2008 CON Citygate Associates - Fire Response Time StudyAGREEMENT BY AND BETWEEN THE CITY OF NATIONAL CITY AND CITYGATE ASSOCIATES, LLC THIS AGREEMENT is entered into this 15th day of July, 2008, by and between the CITY OF NATIONAL CITY, a municipal corporation (the "CITY"), and Citygate Associates. LLC, a fire and emergency services consultant (the "CONSULTANT"). RECITALS WHEREAS, the CITY desires to employ a CONSULTANT to provide conduct a Fire Response Time Study. WHEREAS, the CITY has determined that the CONSULTANT is qualified by experience and ability to perform the services desired by the CITY, and the CONSULTANT is willing to perform such services. NOW, THEREFORE, THE PARTIES HERETO DO MUTUALLY AGREE AS FOLLOWS: 1. ENGAGEMENT OF CONSULTANT. The CITY hereby agrees to engage the CONSULTANT and the CONSULTANT hereby agrees to perform the services hereinafter set forth in accordance with all terms and conditions contained herein. The CONSULTANT represents that all services required hereunder will be performed directly by the CONSULTANT or under direct supervision of the CONSULTANT. 2. SCOPE OF SERVICES. The CONSULTANT will perform services as set forth in the City's Request for Proposal #GS0708-3 (Exhibit "A"). The CONSULTANT shall be responsible for all research and reviews related to the work and shall not rely on personnel of the CITY for such services, except as authorized in advance by the CITY. The CONSULTANT shall appear at meetings cited in Exhibit "A" to keep staff and City Council advised of the progress on the project. The CITY may unilaterally, or upon request from the CONSULTANT, from time to time reduce or increase the Scope of Services to be performed by the CONSULTANT under this Agreement. Upon doing so, the CITY and the CONSULTANT 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 10% from the base amount. 3. PROJECT COORDINATION AND SUPERVISION. Walter Amadee, Fire Department Management Analyst hereby is designated as the Project Coordinator for the CITY and will monitor the progress and execution of this Agreement. The CONSULTANT shall assign a single Project Director to provide supervision and have overall responsibility for the progress and execution of this Agreement for the CONSULTANT. Chief Stewart Gary thereby is designated as the Project Director for the CONSULTANT. 4. COMPENSATION AND PAYMENT. The compensation for the CONSULTANT shall be based on progress payments as outlined in Exhibit "A". Billings shall be based on labor classifications, respective rates, hours worked and also materials, if any. The total cost for all work described in Exhibit "A" shall not exceed the schedule given in Exhibit "A" (the base amount) without prior written authorization from the Purchasing Agent. Monthly invoices will be processed for payment and remitted within thirty (30) days from receipt of invoice, provided that work is accomplished consistent with Exhibit "A" as determined by the CITY. The CONSULTANT shall maintain all books, 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 CITY and for furnishing of copies to the CITY, if requested. 5. ACCEPTABILITY OF WORK. The City shall decide any and all questions which may arise as to the quality or acceptability of the services performed and the manner of performance, the acceptable completion of this Agreement and the amount of compensation due. In the event the CONSULTANT and the City cannot agree to the quality or acceptability of the work, the manner of performance and/or the compensation payable to the CONSULTANT in this Agreement, the City or the CONSULTANT shall give to the other written notice. Within ten (10) business days, the CONSULTANT and the City shall each prepare a report which supports their position and file the same with the other party. The City shall, with reasonable diligence, determine the quality or acceptability of the work, the manner of performance and/or the compensation payable to the CONSULTANT. 6. LENGTH OF AGREEMENT. Completion dates or time durations for specific portions of the Project are set forth in Exhibit "A". 7. DISPOSITION AND OWNERSHIP OF DOCUMENTS. The Memoranda, Reports, Maps, Drawings, Plans, Specifications and other documents prepared by the CONSULTANT for this Project, whether paper or electronic, shall become the property of the CITY for use with respect to this Project, and shall be turned over to the CITY upon completion of the Project, or any phase thereof, as contemplated by this Agreement. Contemporaneously with the transfer of documents, the CONSULTANT hereby assigns to the CITY and CONSULTANT 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 CITY's prior authorization regarding reproduction, which authorization shall not be unreasonably withheld. The CONSULTANT shall, upon request of the CITY, execute any further document(s) necessary to further effectuate this waiver and disclaimer. The CONSULTANT agrees that the CITY may use, reuse, alter, reproduce, modify, assign, transfer, or in any other way, medium or method utilize the CONSULTANT's written work product for the CITY's purposes, and the CONSULTANT expressly waives and disclaims any residual rights granted to it by Civil Code Sections 980 through 989 relating to intellectual property and artistic works. 2 City's Standard Agreement — June 2008 revision Any modification or reuse by the CITY of documents, drawings or specifications prepared by the CONSULTANT shall relieve the CONSULTANT from liability under Section 14 but only with respect to the effect of the modification or reuse by the CITY, or for any liability to the CITY should the documents be used by the CITY for some project other than what was expressly agreed upon within the Scope of this project, unless otherwise mutually agreed. 8. INDEPENDENT CONSULTANT. Both parties hereto in the performance of this Agreement will be acting in an independent capacity and not as agents, employees, partners or joint venturers with one another. Neither the CONSULTANT nor the CONSULTANT'S employees are employee of the CITY and are not entitled to any of the rights, benefits, or privileges of the CITY's employees, including but not limited to retirement, medical, unemployment, or workers' compensation insurance. This Agreement contemplates the personal services of the CONSULTANT and the CONSULTANT's employees, and it is recognized by the parties that a substantial inducement to the CITY for entering into this Agreement was, and is, the professional reputation and competence of the CONSULTANT and its employees. Neither this Agreement nor any interest herein may be assigned by the CONSULTANT without the prior written consent of the CITY. Nothing herein contained is intended to prevent the CONSULTANT from employing or hiring as many employees, or subconsultants, as the CONSULTANT may deem necessary for the proper and efficient performance of this Agreement. All agreements by CONSULTANT with its subCONSULTANT(s) shall require the subCONSULTANT to adhere to the applicable terms of this Agreement. 9. CONTROL. Neither the CITY nor its officers, agents or employees shall have any control over the conduct of the CONSULTANT or any of the CONSULTANT's employees except as herein set forth, and the CONSULTANT expressly agrees not to represent that the CONSULTANT or the CONSULTANT's agents, servants, or employees are in any manner agents, servants or employees of the CITY, it being understood that the CONSULTANT, its agents, servants, and employees are as to the CITY wholly independent CONSULTANTS and that the CONSULTANT's obligations to the CITY are solely such as are prescribed by this Agreement. 10. COMPLIANCE WITH APPLICABLE LAW. The CONSULTANT, 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 CONSULTANT, and each of its subCONSULTANTs, shall obtain and maintain a current City of National City business license prior to and during performance of any work pursuant to this Agreement. 11. LICENSES, PERMITS, ETC. The CONSULTANT represents and covenants that it has all licenses, permits, qualifications, and approvals of whatever nature that are legally required to practice its profession. The CONSULTANT represents and covenants that the CONSULTANT 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 CONSULTANT to practice its profession. 12. STANDARD OF CARE. A. The CONSULTANT, 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 CONSULTANT'S trade or profession currently practicing under 3 Citys Standard Agreement — June 2008 revision similar conditions and in similar locations. The CONSULTANT shall take all special precautions necessary to protect the CONSULTANT'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. Unless disclosed in writing prior to the date of this agreement, the CONSULTANT warrants to the CITY that it is not now, nor has it for the five (5) years preceding, been debarred by a govemmental agency or involved in debarment, arbitration or litigation proceedings concerning the CONSULTANT's professional performance or the fumishing of materials or services relating thereto. C. The CONSULTANT is responsible for identifying any unique products, treatments, processes or materials whose availability is critical to the success of the project the CONSULTANT has been retained to perform, within the time requirements of the CITY, or, when no time is specified, then within a commercially reasonable time. Accordingly, unless the CONSULTANT has notified the CITY otherwise, the CONSULTANT warrants that all products, materials, processes or treatments identified in the project documents prepared for the CITY are reasonably commercially available. Any failure by the CONSULTANT to use due diligence under this sub -paragraph will render the CONSULTANT liable to the CITY for any increased costs that result from the CITY'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. 13. NON-DISCRIMINATION PROVISIONS. The CONSULTANT shall 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. The CONSULTANT 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 CONSULTANT agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non-discrimination clause. 14. CONFIDENTIAL INFORMATION. The CITY may from time to time communicate to the CONSULTANT certain confidential information to enable the CONSULTANT to effectively perform the services to be provided herein. The CONSULTANT shall treat all such information as confidential and shall not disclose any part thereof without the prior written consent of the CITY. The CONSULTANT shall limit the use and circulation of such information, even within its own organization, to the extent necessary to perform the 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 CONSULTANT, hereafter disclosed in publicly available sources of information; (iii) is already in the possession of the CONSULTANT without any obligation of confidentiality; or (iv) has been or is hereafter rightfully disclosed to the CONSULTANT 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 CONSULTANT 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 CITY. In its performance hereunder, the CONSULTANT 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. 4 Citys Standard Agreement — June 2008 revision CONSULTANT shall be liable to CITY for any damages caused by breach of this condition, pursuant to the provisions of Section 14. 15. INDEMNIFICATION AND HOLD HARMLESS. The CONSULTANT agrees to defend, indemnify, and hold harmless the City of National City, its officers and employees, against and from any and all liability, Toss, damages to property, injuries to, or death of any person or persons, and all claims, demands, suits, actions, proceedings, reasonable attorneys' fees, and defense costs, of any kind or nature, including workers' compensation claims, of or by anyone whomsoever, resulting from or arising out of the CONSULTANTs negligent performance of this Agreement. 16. WORKERS' COMPENSATION. The CONSULTANT shall comply with all of the provisions of the Workers' Compensation Insurance and Safety Acts of the State of Califomia, 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, and hold harmless the CITY and its officers, and employees from and against all claims, demands, payments, suits, actions, proceedings and judgments of every nature and description, including reasonable attorney's fees and defense costs presented, brought or recovered against the CITY 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 CONSULTANT under this Agreement. 17. INSURANCE. The CONSULTANT, at its sole cost and expense, shall purchase and maintain, and shall require its subCONSULTANTs, 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. Automobile insurance covering all bodily injury and property damage incurred during the performance of this Agreement, with a minimum coverage of $1,000,000 combined single limit per accident. Such automobile insurance shall include owned, non -owned, and hired vehicles ("any auto"). C. Commercial general liability insurance, with minimum limits of $1,000,000 per occurrence/$2,000,000 aggregate, covering all bodily injury and property damage arising out of its operations under this Agreement. D. Workers' Compensation insurance in an amount sufficient to meet statutory requirements covering all of CONSULTANT'S employees and employers' liability insurance with limits of at least $1,000,000 per accident. In addition, the policy shall be endorsed with a waiver of subrogation in favor of the City. Said endorsement shall be provided prior to commencement of work under this Agreement. E. The aforesaid policies shall constitute primary insurance as to the CITY, its officers, employees, and volunteers, so that any other policies held by the CITY shall not contribute to any loss under said insurance. Said policies shall provide for thirty (30) days prior written notice to the CITY of cancellation or material change. F. Said policies, except for the professional liability and workers' compensation policies, shall name the CITY and its officers, agents and employees as additional insureds, and separate additional insured endorsements shall be provided. G. If required insurance coverage is provided on a "claims made" rather than "occurrence" form, the CONSULTANT shall maintain such insurance coverage for three years after expiration of the term (and any extensions) of this Agreement. In addition, the "retro" date must be on or before the date of this Agreement. 5 Citys Standard Agreement — June 2008 revision H. Any aggregate insurance limits must apply solely to this Agreement. I. Insurance shall be written with only Califomia 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 City's Risk Manager. In the event coverage is provided by non -admitted "surplus lines" carriers, they must be included on the most recent Califomia List of Eligible Surplus Lines Insurers (LESLI list) and otherwise meet rating requirements. J. 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 CITY's Risk Manager. If the CONSULTANT does not keep all of such insurance policies in full force and effect at all times during the terms of this Agreement, the CITY may elect to treat the failure to maintain the requisite insurance as a breach of this Agreement and terminate the Agreement as provided herein. K. All deductibles and self -insured retentions in excess of $10,000 must be disclosed to and approved by the CITY. 18. 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 attomeys' fees. For purposes of determining who is to be considered the prevailing party, it is stipulated that attomey's fees incurred in the prosecution or defense of the action or suit shall not be considered in determining the amount of the judgment or award. Attorney's fees to the prevailing party if other than the CITY shall, in addition, be limited to the amount of attorney's fees incurred by the CITY in its prosecution or defense of the action, irrespective of the actual amount of attomey's fees incurred by the prevailing party. 19. MEDIATION/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, Califomia, in accordance with the Commercial Mediation Rules of the American Arbitration Association (the "AAA") before resorting to arbitration. The costs of mediation shall be 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, Califomia, 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 be bome 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. 20. TERMINATION. A. This Agreement may be terminated with or without cause by the CITY. Termination without cause shall be effective only upon 60-day's written notice to the CONSULTANT. During said 60-day period the CONSULTANT shall perform all services in accordance with this Agreement. B. This Agreement may also be terminated immediately by the CITY for cause in the event of a material breach of this Agreement, misrepresentation by the 6 Citys Standard Agreement — June 2008 revision CONSULTANT in connection with the formation of this Agreement or the performance of services, or the failure to perform services as directed by the CITY. C. Termination with or without cause shall be effected by delivery of written Notice of Termination to the CONSULTANT as provided for herein. D. In the event of termination, all finished or unfinished Memoranda Reports, Maps, Drawings, Plans, Specifications and other documents prepared by the CONSULTANT, whether paper or electronic, shall immediately become the property of and be delivered to the CITY, and the CONSULTANT 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 less any damages caused the CITY by the CONSULTANT's breach, if any. Thereafter, ownership of said written material shall vest in the CITY all rights set forth in Section 6. E. The CITY further reserves the right to immediately terminate this Agreement upon: (1) the filing of a petition in bankruptcy affecting the CONSULTANT; (2) a reorganization of the CONSULTANT for the benefit of creditors; or (3) a business reorganization, change in business name or change in business status of the CONSULTANT. 21. NOTICES. All notices or other communications required or permitted hereunder shall be in writing, and shall be personally delivered; or sent by ovemight 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 Califomia) 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 by telex, telecopy, 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 CITY: To CONSULTANT: Brenda E. Hodges, C.P.M. Purchasing Agent City of National City 2100 Hoover Avenue National City, CA 91950-4301 David C. DeRoos, President Citygate Associates, LLC 2250 E. Bidwell St., #100 Folsom, CA 95630 Ph: (916) 458-5100 Fx: (916) 983-2090 EM: admin@citygateassociates.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 7 Citys Standard Agreement — June 2008 revision other communication sent by cable, telex, telecopy, facsimile or fax must be confirmed within forty-eight (48) hours by letter mailed or delivered as specified in this Section. 22. CONFLICT OF INTEREST AND POLITICAL REFORM ACT OBLIGATIONS. During the term of this Agreement, the CONSULTANT shall not perform services of any kind for any person or entity whose interests conflict in any way with those of the City of National City. The CONSULTANT also agrees not to specify any product, treatment, process or material for the project in which the CONSULTANT has a material financial interest, either direct or indirect, without first notifying the CITY of that fact. The CONSULTANT shall at all times comply with the terms of the Political Reform Act and the National City Conflict of Interest Code. The CONSULTANT shall immediately disqualify itself and shall not use its official position to influence in any way any matter coming before the CITY in which the CONSULTANT has a financial interest as defined in Government Code Section 87103. The CONSULTANT 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 CITY. ❑ If checked, the CONSULTANT shall comply with all of the reporting requirements of the Political Reform Act and the National City Conflict of Interest Code. Specifically, the CONSULTANT 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 CONSULTANT shall obtain from the City Clerk. The CONSULTANT shall be strictly liable to the CITY for all damages, costs or expenses the CITY may suffer by virtue of any violation of this Paragraph 21 by the CONSULTANT. 23. 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, but 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 be 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. H. Applicable Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California. 8 City's Standard Agreement — June 2008 revision 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 be 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. IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first above written. CITY OF NATIONAL CITY B on Morrison, Mayor APPROVED AS TO FORM: George H iser, III City Attorney CITYGATE ASSOCIATES, LLC (Corporation — signatures of two corporate officers) (Partnership — one sig - re) (Sole proprietorship o = signature) By: By: 9 Davi C. DeRoos, President Lois Stand - , ecretary Citys Standard Agreement — June 2008 revision (lTYIflTf flSS9(IflTtS, LLC ■ FOLSOM (SACRAMENTO), CA MANAGEMENT CONSULTANTS ■ ■ IN RFP #GSO7O8M3 PROPOSAL TO • FURNISH A FIRE RESPONSE STUDY FOR THE CITY OF NA'noNAL CITY, CA May 23, 2008 ■ ■ ■ 2250 East Bidwell St., Ste #100 • Folsom, CA 95630 (916) 458-5100 ■ Fax: (916) 983-2090 ri MI IN (In6flTf MSS9(InitS. lK Fi4f S fN,EFGfN(1 SEF1'fFS TABLE OF CONTENTS Section Paje Section 1—Introduction (Cover Letter) Immediately Follows Table of Contents Section 2—Project Analysis 1 Section 3—Objective, Work Statement, and Methodology 2 Citygate's Approach to Completing the Work 2 Standard of Response Cover Review Components 2 Work Plan Task Sequence 4 Final Report Components 7 Deployment Software 7 Tentative Schedule 8 Section 4—Staff Qualifications 10 Citygate Project Team Members 10 David C. DeRoos, MPA CMC, Citygate President 10 Chief Stewart W. Gary, MPA, Fire Services Principal 10 Michael D. Fay, Statistical Specialist 10 Omega Group, Geo-Mapping Specialist 11 Section 5—City Resources 12 Study Components with which the City Must Assist 12 Section 6—Subcontractors 13 Section 7—Experience and Contractors 14 Firm Experience in Performing Similar Services 14 Fire Standards of Coverage / Deployment Studies 14 Section 8—Conflict of Interest 15 Section 9—Cost 16 Project Cost/Billing 16 Project Site Meetings 16 Standard Hourly Billing Rates 16 Subcontractor Costs 17 Table of Contents page i mitt mt4<aat!, ac Travel Costs 17 Allocation of Hours 17 Billing Schedule 17 Appendix Appendix A —Code of Ethics Appendix B—Project Team Resumes David C. DeRoos, MPA, CMC 1 Stewart W. Gary, MPA 4 Michael D. Fay 8 Appendix C—Citygate Qualifications and References Overview of References 1 Fire SOC / Deployment Studies 1 Master / Strategic Plans 5 Consolidation Studies 7 General 9 Appendix D—NFIRS 5 Alive Brochure Appendix E—Fire View Brochure Appendix F—Sample End -of -Project Survey Table of Contents page ii onu�n�ann IIII � f�llfllfl SI11 :15 ■ r'� I II Ell MI CITT f T[ f SS°CIflT{S, LK FIRE 8 EMERGENCY SERVICES 2250 East Bidwell Street, Suite 100 • Folsom, CA 95630 ■ PH 916-458-5100 • FAX 916-983-2090 SECTION 1-INTRODUCTION (COVER LETTER) May 23, 2008 Purchasing Agent City of National City 2100 Hoover Avenue National City, CA 91950 RE: REQUEST FOR PROPOSAL #GS0708-3 — FIRE RESPONSE STUDY FOR THE CITY OF NATIONAL CITY Citygate Associates, LLC founded in 1990, is dedicated to providing assessment and improvement services for public sector agencies. Citygate's Fire Protection and Emergency Medical Services practice area conducts deployment and station location analyses, master and strategic plans, performance audits, organizational studies, consolidation feasibility analyses, staffing studies, and GIS for cities, districts, and counties throughout the United States. Additionally, Citygate has expertise across the full range of municipal functions, including finance, land use planning, capital and operating budgets, development impact fees, and a whole host of specialized capabilities typically supported by a city manager's office. For more detailed information on Citygate's services, please visit our web site at www.citygateassociates.com. This web site offers a list of former clients in addition to a description of our services, our corporate partners, links to Citygate's publications, and video clips of our Final Report presentations to elected officials. EXTENSIVE LOCAL GOVERNMENT EXPERIENCE WITH COMPARABLE STUDIES Because the credibility of this Fire Department Response Study effort must be "earned" by the consulting team with the Fire Chief, the City Council, and City labor representatives, we have assigned consultants with in-depth experience in each of the functions that are within the scope of your project. RESPONSIVE AND PROFESSIONAL SERVICES FOR LONG-TERM CLIENTELE We are committed to becoming the City of National City's partner in this fire response study effort. When Citygate commits to a client, we commit to that client's success, not just in the short term. This is why 70 percent of Citygate's client base is from repeat business and sole source contracts based on our reputation, because the marketplace knows we help agencies to improve via quality work and long-term positive relationships. In the last eighteen years, we C,TVrATrACent, ATLC rrnrcnrrnr,r++•i+.+.-.!`......-...--..�`-^-•^^^^----^ - National City May 23, 2008 Page 2 have helped numerous cities, districts and counties with a variety of city/district-wide and departmental projects and reviews. These agencies have repeatedly utilized Citygate's capabilities and responsive professional service. We encourage you to call these references to explore how our firm compares with our competitors, and why these agencies continue to call on Citygate for their projects. WHY SHOULD THE CITY OF NATIONAL CITY SELECT CITYGATE ASSOCIATES? Why is Citygate's project approach and experience the most compelling to meet the needs of the fire response time study? The answer to that question includes the following: • Citygate's multi -disciplinary approach includes a full range of skills required to execute this challenging project. The diverse group of specialists comprising Citygate's proposed Project Team has worked together many times before to integrate their respective expertise into comprehensive, compelling, and creative strategies to accomplish a client's objectives. • Chief Stewart Gary was the lead author/editor on the 46 Edition manual for Standards of Response Cover systems approach to deployment for the Center for Public Safety Excellence (Formally the Commission on Fire Accreditation International). Chief Gary has developed this material and taught it across the United States and Canada for thirteen years. Over the last eight years, he has performed deployment studies on departments ranging in size from San Jose, California and Minneapolis, Minnesota to Palm Springs and Oceanside, California. • Citygate and Mr. Gary have developed a fire deployment study team that consists of the best, most experienced GIS and statistical analysts on Standards of Response Cover methods to be found in the United States today. • Citygate is the exclusive consulting services partner for the Omega Group FireViewTM geographic mapping software and NFIRS 5 Alive fire statistical analysis software. Please use the following links for more information: • www.theomegagroup.com • www.nfirs5.com • Citygate's fire deployment studies have always been positively accepted by management and fire labor leaders. Where presented to elected officials, Citygate's deployments recommendations have always been very well received. In summary, we believe you will find that Citygate's team of multi -disciplinary consultants, who have a long history of working together while achieving results that exceed the expectations of our clients, will provide you with the greatest expertise, responsiveness, added value, and results! On this basis, we enthusiastically look forward to working with the City of National City. As President of the firm, I am authorized to execute a binding contract on behalf of Citygate Associates, LLC. Please feel free to contact me at (916) 458-5100, extension 101 or via e-mail at dderoos(a�citnateassociates.com if you desire further information or to schedule a meeting. AYw.`rse .....o. 4,4,4 .\(111(nal ill' Alai. 23, 2008 Pug(' 3 Sincerely, David C. DeRoos, MPA, CMC President cc: Stewart Gary Attachments SECTION 2-PROJECT ANALYSIS A fire station and crew staffing analysis does not give Citygate any undue cause for concern given our considerable experience with these types of studies. What these studies do have to deal with, at different levels of intensity, are the issues the city has asked about: legal, political and perceptual. Citygate excels in coaching the project team and stakeholders along the way to build a shared understanding about what factual data is saying about the needs of National City and the pros and cons of various service levels. Our reports then explain the fundamental regulatory and policy choice background for a city council to "purchase" the level of service it needs and can afford. We then describe options and outcomes for the community to choose from as represented by its city council. Section 2—Project Analysis page 1 1K SECTION 3-OBJECTIVE, WORK STATEMENT, AND METHODOLOGY C11 YGA TE'S APPROACH TO COMPLETING THE WORK ('itvgate's Work Plan to conduct a fire response study is presented in this section. Our deploy meat Work Plan is comprised of five tasks. The presentation of our deployment Work Plan describes each of the tasks in more detail including sub -tasks and a description of the work to be accomplished in each task. We intend to review our Work Plan and schedule with the City prior to beginning work. After obtaining additional input, we will finalize our Work Plan and the accompanying schedule. Citygate's Work Plan has been developed consistent with our Project Team member's experience in fire administration. We utilize various National Fire Protection Association (NFPA) publications as best practice guidelines, along with the self -assessment criteria of the Center for Public Safety Excellence (formally the Commission on Fire Accreditation International). We do not use simple, nor one -size -fits -all measures. A study of this breadth and depth must include not only the analysis of multiple facts and variables, but is only as good as the professionals drawing conclusions from the data elements. "Fhis is what sets the Citygate team apart, as current and recent practicing professionals in fire administration, the City of National City is, in effect, getting the opinions of an external "seasoned department head team," not the opinions of junior staff members or consultants who have spent little time on the front lines managing in local government. Standard of Response Cover Review Components The scope of the envisioned project will include the following elements: • This study will provide the Department with revised draft response performance goals from which it can adjust, if needed, the quantity, staffing and location of fire stations. • While this is not a study of fire departments adjacent to the City, the study will consider the impacts of the City's existing or potential mutual aid agreements on the City's needs. • The performance goals will be consistent with national guidelines from the National Fire Protection Association (NFPA), the Center for Public Safety Excellence (formally CFAI) and the Insurance Services Office (ISO). • Citygate will use a fire department analysis geo-mapping software program called FireViewTM to analyze current and future fire station locations by driving time. • Citygate will use an incident response time analysis program called "NFIRS 5 Alive" to review the statistics of prior actual historical performance. The core methodology used by Citygate in the scope of its deployment analysis work will be that of the "Standards of Response Coverage" 4th Edition, which is a systems approach to fire department deployment, as published by the Center for Public Safety Excellence (formally the Commission on Fire Accreditation International). This is a systems -based approach using local risk and demographics to determine the level of protection best fitting the City's needs. Section 3—Objective, Work Statement, and Methodology page 2 arm issmis; I The study will use the following components in the Standards of Response Coverage process: 1. Existing deployment — each agency has something in place today. ➢ The Citygate team would understand existing deployment strategies, performance measures and propose ones for use in this study to the Department project team. 2. Community outcome expectations — what is expected of the response agency? ➢ Citygate would help the Department and City Council to understand community expectations for fire, EMS and special hazard responses. 3. Community risk assessment — what assets are at risk in the community? ➢ Citygate would work with the Department staff to deploy the U.S. Fire Administration risk assessment program called RHAVE and use it to determine risk in the community at a zone level. We will also help the Department to obtain their ISO building evaluation rating data file and plot the higher fire flow locations on repose mapping studies. ➢ We would assist the Department in performing critical task analysis to determine appropriate staffing to meet risk control expectations. ➢ Using the above, we would work with the Department leadership to establish performance measures by risk type. 4. Distribution Study — the locating of first -due resources (typically engines). ➢ Citygate will use the FireViewTM software GIS mapping tool to study the effectiveness of existing station locations to meet the developed performance goals for first -due, all-risk units. 5. Concentration Study — first alarm assignment or effective response force studies. 6. Historical reliability — is there a multiple call frequency issue (call stacking) problem? ➢ Citygate will analyze incident data to determine if multiple calls are affecting performance. 7. Historical response effectiveness studies — what percent of compliance does the existing system deliver? 8. Overall evaluation with proposed Standard of Cover statements by risk type. ➢ Citygate will advise the Department project staff on a revised Standard of Cover set of policies by risk type for the Department. ➢ Changes in deployment, or relocated station(s), will be identified along with timing. We understand the deployment study must address, at a minimum, the following questions: 1. Establish current baseline service levels for the City as deployed today. 2. Identify current equipment, facility, and staffing and organizational structures. 3. Perform a comparison of existing levels of service to standard service levels such as those recommended in NFPA # 1710. Section 3—Objective, Work Statement, and Methodology page 3 4. Determine the cost of changes and impacts to fire response times. 5. Identify specific facility, equipment, staffing and organization changes. if appropriate, to meet the recommendations of NFPA 41710. Determine the cost of such changes and the impacts to fire response times. 6. Review the development planned for the City and determine the likely impacts to the fire deployment system including facilities. equipment. staffing and organizational structure resources, on both the current and proposed deployment plans. 7. Propose a potential location for a 3`d fire station based on the analysis of the data, if necessary. WORK PLAN TASK SEQUENCE Task 1: Initiate and Manage the Project, Collect Background Data and Conduct First Site Meeting Subtasks: Citygate Fire Practice Principal Stewart Gary and the City project representatives will hold a startup meeting to refine the issues to be addressed by and the objectives of, schedule, budget, and methods of data collection and analysis for this study. • Develop detailed Work Plan schedule for the project ➢ We will develop a detailed work schedule and final project schedule for the project. These tools will assist both the consultants and City staff to monitor the progress of the study. • Meet with City representatives to initiate study ➢ A key to a successful consulting engagement is a mutual understanding of the project's scope and objectives. The members of our team will meet with the City representatives to correlate our understandings of the study's scope, and ensure that our Work Plan and project schedule are mutually agreeable. This early effort to clearly define expectations, roles and lines of communications should result in better focus on substantive issues as the engagement progresses. • Obtain and review City documentation ➢ At this juncture in the project we will develop and submit a list of all documents relevant to this project, including National City's General Plan, growth forecasts, any appropriate prior studies, to Fire Department documentation including (as available) dispatch data, fleet inventory, facility condition assessments, and a myriad of other information. Once we receive the requested documentation from the City we will review it prior to conducting our interviews in the following subtask. We have found that reviewing this information prior to our interviews improves the Section 3—Objective, Work Statement, and Methodology page 4 airrn r. ;a m. tic effectiveness and value of the interviews we conduct, since it results in more specific questions and more definitive information. • Conduct the first site meeting ➢ In this meeting we will explain the essential Standards of Response Coverage elements to the leadership team and to continue to collect information about the Department and community. During this visit, we will also tour the City to obtain on -site observations and brief the Department study team on risk assessment and staffing measurement techniques. Citygate will require the Department's assistance in the development of specific risk assessment and staff measurement factors. • Interview City leadership and Fire Chief ➢ To enhance our understanding of the issues at stake in this project, we will meet with, as appropriate and directed, the City Manager, Fire Chief, as well as members of the City staff who frequently interact with or have an interdependent relationship with the Fire Department. • Interview City Fire Department staff ➢ To enhance our understanding of the issues at stake in this project, we will meet with, as appropriate and directed, the members of the Department as represented on the project steering committee. • Monitor engagement progress and completion of tasks We have combined the initial task of starting the project with the ongoing task of monitoring, directing and administering the project. We will hold the appropriate initial meetings to collect information and provide monthly written status reports and oral communications, as needed. Task 2: Risk Assessment and Response Analysis Model Building Subtasks: • Insert GIS data layers, risk type information, travel time performance measure(s) and calls -for -service data into the geographic mapping program. • Obtain an incident data export for our statistician to model workload performance using the NFIRS 5 Alive program. • Obtain the Insurance Service Office building risk assessment data for structure fire risk modeling. • If National City so chooses, working with the National City fire staff, we will use the Risk Hazard and Evaluation Tool (RHAVE) to conduct a structure fire risk assessment on a demand zone basis. • Work with the fire department staff to conduct critical task time measures of fire crew on -scene performance for structure fire and medical rescue scenarios. • Evaluate incident data by existing station locations. Section 3—Objective, Work Statement, and Methodology n.. page 5 Tr msscm. • Evaluate the Department's current suppression staffing plan both from a per -unit and citywide basis. Task 3: Analysis and Brief the Department Team on Preliminary Findings Subtasks: • Receive the Fire Department risk and staffing critical tasking measures. • Using forward -looking risk demographics, project future staffing needs. • Perform initial travel time studies on fire crew locations. • Complete the GIS mapping and statistical assessment of current and any changed deployment plan(s). • Undertake a comprehensive evaluation of all the issues affecting fire crew deployment in the City and potential annexation areas. • Prepare a PowerPoint based briefing of the response analysis data key findings, impacts to the current deployment systems and outline Citygate's initial recommendations. Task 4: Prepare and Deliver Draft Report Subtasks: • Prepare a Draft Report and supporting exhibits. • Answer questions and receive verbal or written feedback. • Upon completion of the Draft Report, an electronic version in MS -Word will be sent to the City project manager for comments using the track changes and insert comments tools in Word. Our normal practice is to review a draft of our report with management personnel to ensure that the factual basis for our recommendations is correct and to allow time for a thorough review. In addition, we take time to discuss any areas that require further clarification or amplification. It is during this time that understandings beyond the written text can be communicated. • We will schedule a teleconference with the Department leadership to discuss the draft findings, answer any questions and agree on elements for the Final Report. Section 3—Objective, Work Statement, and Methodology page 6 anrig man ,K Task 5: Prepare and Deliver the Final Report with Executive Summary, Recommendations and Long -Range Deployment Plan Subtasks: • The process of Final Report preparation is an important one. Implicit in this process is the need for a sound understanding of how our review was conducted, what issues were identified, why our recommendations were made and how implementation should be accomplished. • Prepare Final Report and oral presentation ➢ Based on the results of our Draft Report review process, we will then prepare an Executive Summary and a Final Report to the City and Fire Department leadership. > This task includes an oral presentation to the City Manager and City Council using a PowerPoint presentation. Final Report Components As required by the Department, our final work product will include: 1. An analysis of the effectiveness of current fire station locations; 2. An analysis of the efficiency of the current deployment scheme of resources within the Department's fire stations; 3. An analysis of the Fire Department's ability to meet the listed standards; 4. As required, recommendations for changes in fire station locations to meet the current needs of the City and to optimize service delivery; 5. Recommendations for deployment of new resources if needed to meet current and future needs; 6. Provision of supporting data and rationale for all recommendations; 7. Provision of supporting colored maps and other visual data to fully illustrate the current situation and consultant recommendations. This information shall be provided in both hard copy format and computerized format with accompanying Microsoft PowerPoint presentation; The Final Report, statistics, and maps will be provided in five (5) bound, hard copies, and it will also be delivered electronically in Adobe Acrobat (.PDF) format. Deployment Software NFIRS 5 Alive Coordinated Purchase Option At the conclusion of the study, the City may purchase NFIRS 5 ALIVE, loaded with the study data for a single user price of $1,196, which is discounted $299. This price would include web - based software training from the developer. Section 3—Objective, Work Statement, and Methodology ri Page 7 COM assxJ US IK TENTATIVE SCHEDULE Citygate is aware that the City of National City desires to complete this project within 45 days of issuing a purchase order. Citygate has always delivered on time, when the client has been able to meet their timeline obligations. We have the capacity this summer to complete the analysis and deliver the draft findings briefing within 45-60 days. However, in our experience, these projects typically take four to five months from start to final City Council presentation. Each of our work tasks outlined above typically takes one month each. Most clients find it very difficult to completely stop existing work to prepare information requests, re -arrange the schedules of multiple stakeholders to meet with Citygate members and review draft reports very quickly. If a 45-day timeline were the preferred approach, Citygate and the City would have to agree that: 1. Citygate Task #1 would take 1 week; 2. Citygate Tasks #2 and #3 would each take 2 weeks; 3. Citygate Task #4 would take 1 week; 4. Citygate Task #5, preparing Final Report, would occur within 55 days and a city leadership briefing to occur at the City's convenience anytime after 55 days; 5. For the necessary on -site meetings in Tasks #1 and #3, while Citygate has some flexibility, we also have other client visits already scheduled several months out. Given this, the City might have to re -arrange its staff member schedules to meet on open dates offered by Citygate. On the following page, Citygate presents an example of our standard five -month Work Plan, highlighting key project milestones and deliverables, including the delivery of a preliminary findings briefing after 45 days. Section 3—Objective, Work Statement, and Methodology ri page 8 ancm mW(I b tK CITY OF NATIONAL CITY, CA - FIRE RESPONSE STUDY Months from Start of Protect -* amommEsis STANDARD PROJECT SCHEDULE Month 1 Month 2 Month 3 Month 4 Month 5 Tasks (abrev.) 1. Initiate and Manage the Project 2. Risk Assessment and Response Analysis Model Building 3. Analysis 4. Prepare and Deliver Draft Report 5. Present the Final Report o • • • u * ❑ Final Work Plan and Schedule * Draft Report KEY IliMonthly Status Report * Final Report Section 3—Objective, Work Statement, and Methodology • Preliminary Findings (after 45 days) ..ri.. page 9 aim marts u< SECTION 4—STAFF QUALIFICATIONS CITYGATE PROJECT TEAM MEMBERS Citygate Associates staffs its consulting projects with senior consultants who have extensive practitioner experience. For the National City project, we have assembled a team that includes senior consultants along with geo-mapping and statistical analysis support. Below, we list each consultant by name and the role each will fulfill as well as the hours they will use in the execution of this project. Full resumes for the consultants can be found in Appendix B. Mr. David`C. DeRoos, MPA, CMC, Citvaate President Mr. DeRoos has over 20 years experience as a consultant to local government, proceeded by 5 years as an assistant to the city administrator in a northern California city. He earned his undergraduate degree in Political Science/Public Service (Phi Beta Kappa) from the University of California, Davis and holds a Master of Public Administration degree from the University of Southern California. Prior to becoming a Principal in Citygate in 1991, he was a Senior Manager in the local government consulting division of Ernst & Young. Mr. DeRoos is responsible for ensuring the project is conducted smoothly and efficiently within the schedule and budget allocated, and that project deliverables meet Citygate's quality standards. Mr. DeRoos will spend 8 hours on this project. Chief Stewart W. Gary, MPA, Fire Services Principal Mr. Gary is the recently retired Fire Chief of the Livermore -Pleasanton Fire Department in Alameda County, California. For the past thirteen years, he has been the lead instructor and program content developer for the Standards of Coverage process. For many years he annually taught a 40-hour course on this systems approach for fire deployment at the California Fire Academy and he teaches and consults across the United States and Canada on the Standards of Response Coverage process. He has worked with a variety of communities on deployment studies. As Fire Services Principal, Mr. Gary will be the lead consultant on this project, will conduct the site meetings, direct the analysis and form the conclusions. Mr. Gary will spend 80 hours on this project. Michael D. Fay, Statistical Specialist Mr. Fay has over 30 years experience and has served as a firefighter, educator, consultant and publisher. As President of Animated Data, Inc., he is the designer and publisher of NFIRS 5 Alive (see brochure in Appendix D). Using standard NFIRS 5 datasets, NFIRS 5 Alive quickly performs diagnostic analysis of fire department operations. For this project, Mr. Fay will provide statistical analysis of prior incident response times. Mr. Fay will spend 35 hours on this project. Section 4—Staff Qualifications rti page 10 arm wain �, The Omega Group, Geo-Mapping Specialist The Omega Group, of San Diego, Publishers of the FireView Deployment Software (see brochure in Appendix E). For this project, The Omega Group will provide geo-mapping analysis. The Omega Group will spend 78 hours on this project. Citygate administrative support staff will spend 40 hours on this project. Shown below is a Project Team organization chart. Citygate's consultants adhere to the Code of Ethics found in Appendix A. Citygate Associates Project Team Organization Chart City of National City Fire Department 1 David C. DeRoos, MPA, CMC Citygate President Stewart Gary, MPA Fire Services Principal Michael Fay Statistical Specialist Section 4—Staff Qualifications The Omega Group Geo-Mapping Specialist ri page 11 c IK SECTION 5-CITY RESOURCES STUDY COMPONENTS WITH WHICH THE CITY MUST ASSIST Both Citygate and the City understand the economic constraints on a study. The City has the capability to collect some internal data that can assist the Citygate study where the City is in the best position to prepare data elements within the Standards of Response Coverage methodology. Therefore, the City will assist Citygate with: • Collecting and sending relevant GIS data (if any) from City sources to Citygate. This is especially needed for proposed subdivisions and major streets not yet built, but in the General Plan's traffic circulation element. This proposal assumes the City has adequate GIS information from which to perform fire station travel routing over the street network. If this is not the case, then Citygate will have to purchase adequate GIS information from a public GIS data vendor at an approximate additional cost of $2, 755. • Providing electronic incident response data in a format requested by Citygate. • If the Department chooses, and as directed by Citygate, use the Risk Hazard and Value Assessment tool (RHAVE) published by the U.S. Fire Administration to prepare a risk assessment determination by response areas. • Conducting critical task time measurement experiments to analyze crew effectiveness and sizing issues. • Providing other background demographic City data as requested by Citygate. Section 5—City Resources page 12 anra won ,t( SECTION 6-SUBCONTRACTORS Citygate will involve subcontractors The Omega Group and Michael Fay on this study. The Omega Group will perform GIS analysis required for Tasks 2 and 3 of this study and Michael Fay will perform the statistical analysis also needed in Tasks 2 and 3. The Omega Group will spend 78 hours and Mike Fay will spend 35 hours on the study. All subcontractor work will be managed by Fire Services Principal Stewart Gary to ensure that it meets Citygate's standards and the needs of this particular project. More information on these contractors is provided in Section 4—Staff Qualifications as well as in Appendix D and Appendix E. Section 6—Subcontractors page 13 will gswen,K SECTION 7-EXPERIENCE AND CONTRACTORS FIRM EXPERIENCE IN PERFORMING SIMILAR SERVICES Citygate has completed many recent projects that are very similar to the fire service response work requested in this study. For purposes of this proposal, Citygate will highlight the following three projects to demonstrate our fire deployment analysis experience. For a more detailed list of Citygate's Fire Services Practice projects, please see Appendix C of this proposal and feel free to visit our website at www.citvgateassociates.com and then select "Fire Protection and Emergency Medical Services Consulting." Fire Standards of Coverage / Deployment Studies As requested, Citygate presents below the reference information for three recent SOC/deployment studies performed. We also have completed an SOC study for the City of Vista, and are currently under contract for an SOC study with the North County Fire Protection District (Fallbrook area). CLIENT City of Stockton, CA Standards of Cover Study NATURE OF ENGAGEMENT Citygate recently conducted a Standards of Response Cover planning analysis for the City of Stockton Fire Department as it pertains to City expansion areas. As such, this study briefly reviewed the adequacy of the existing deployment system to determine how much, if at all, the existing stations can provide coverage to the proposed growth areas. TIMEFRAME, CONTACT, PHONE No. October 2007 Mr. Ron Hittle Fire Chief (209) 937-8801 ron.hittle(&ci.stockton. ca.us Travis County Citygate completed a Standards of Response and Master October 2007 Emergency Services Operations Plan for Travis County Emergency Service District Mr. Jim Linardos District No. 6 #6. This analysis included a review of distribution of fire stations, deployment times, and firefighter staffing. Fire Chief Standards of Cover Planning for ESD #6 involved (512) 266-2533 Study the two stages of effort: (1) a jlinardos(n hbfd.net short-range plan that addresses current service delivery needs in Tight of the ESD #6's economic situation; and (2) a longer - range plan that addresses fire services delivery at the current planned build -out of the District. City of Oceanside, CA Citygate completed a Standards of Response Cover Deployment Analysis and Fire Master Plan for the City of Oceanside, CA. This analysis included a review of June 2007 Mr. Terry Garrison Standards of Cover distribution of fire stations, deployment times, and firefighter Fire Chief Study & Fire Master staffing. (760) 435-4100 Plan tarrison@ci.oceansid e.ca.us Section 7—Experience and Contractors ri page 14 onunt Issweic uc SECTION 8-CONFLICT OF INTEREST In performing work for the City of National City, Citygate has no possible conflicts of interest with other clients to disclose. Section 8—Conflict of Interest page 15 caner imam IK SECTION 9-COST PROJECT COST/BILLING Our charges are based on actual time spent by our consultants at their established billing rates, plus reimbursable expenses incurred in conjunction with travel, printing, clerical, and support services related to the engagement. We will undertake this study for a "not -to -exceed" total cost based on our core Work Plan and Scope of Work outlined below. Hourly Fees of Project Reimbursable Team $36,920 (242 hours) Expenses $1,926 Administration (3% of Hourly Fees) $1,104 Total Citygate Project Amount $39.950 The price quoted above is effective for 90 days from the date of receipt for this proposal and includes one (1) draft cycle as described in Task 4 of our Work Plan to be completed by Citygate and the City within 30 calendar days. Additional Draft Report cycles or processing delays requested by the City would be billed in addition to the contracted amount at our time and materials rates. When changes are agreed upon, Citygate will provide up to five (5) bound color copies of the Final Report document and a reproducible master copy on CD-ROM. The Draft Report will be considered to be the Final Report if there are no suggested changes within thirty (30) days of the delivery of the Draft Report copies. If the City decides to delay the final presentation in Task #5 after acceptance of the final work product, Citygate will accommodate such a request, but will charge two administrative hours per month to keep the project in suspense until the presentation is delivered. PROJECT SITE MEETINGS We anticipate three trips to the City throughout the study for Chief Gary; one each in Task #1, #3, and #5. The trip in Task #5 will be for the Final Presentation. The cost for any additional site meetings (including community, public hearing, or Council/Commission) would be $1,995 per meeting. STANDARD HOURLY BILLING RATES Classification Citygate President Rate $ 210/per hour Consultant David DeRoos Fire Services Principal $ 212/per hour Stewart Gary Statistical Specialist $ 160/per hour Michael Fay GIS/Mapping Specialist $ 120/per hour The Omega Group Administrative $ 80/per hour Various Section 9—Cost n•• page 16 • j • r • 3 3 ita SUBCONTRACTOR COSTS The rates for subcontractors The Omega Group and Michael Fay are presented in the above table. As described in our proposal, The Omega Group will spend 78 hours on this project and Michael Fay will spend 35 hours on this project. TRAVEL COSTS Citygate's travel costs for this project are $1,926 for three separate trips based on the following per diem rates: $291 roundtrip airfare; $.505 per mile; $75 rental car; and $75 per day for food. Two of these trips will include overnight hotel accommodations at $175 per night. ALLOCATION OF HOURS The hours required to complete each task in Citygate's Work Plan are presented below. Task Description Task 1— Initiate and Manage the Project, Collect Background Data Hours Allocation 30 and Conduct First Site Meeting Task 2— Risk Assessment and Response Analysis Model Building 86 Task 3— Analysis and Brief the Department Team on Preliminary 40 Findings Task 4— Prepare and Deliver Draft Report 50 Task 5— Prepare and Deliver the Final Report with Executive 36 Summary, Recommendations and Long -Range Deployment Plan Total 242 BILLING SCHEDULE We will bill for each task as twenty percent (20%) of the total project cost. We will bill for Task 1 at the execution of the contract. We will bill for Tasks 2 through 5 upon completion of each task. If the City's desired 45-day timeframe is used, this billing schedule would likely produce more than one invoice per month. The billing amount shown below for each task includes reimbursable expenses and a three percent (3%) administration fee calculated on fees in lieu of individual charges for copies, phone, etc. The billing schedule is as follows: Section 9—Cost page 17 0 s uc Task Task #1 — Upon Execution of the Contract % of Project Total 20% Invoice Amount $7,990 Task #2 — Upon completion of Task 20% $7,990 Task #3 — Upon completion of Task 20% $7,990 Task #4 — Upon completion of Task (submittal of Draft Report) 20% $7,990 Task #5 — Upon completion of Task (submittal of Final Report) 20% $7,990 Total Project Amount 100% $39,950 Section 9—Cost page 18 � . CA1ran !pow lK APPENDix A CODE OF ETHICS CODE OF ETHICS Clients 1. We will serve our clients with integrity, competence, and objectivity. 2. We will keep client information and records of client engagements confidential and will use proprietary client information only with the client's permission. 3. We will not take advantage of confidential client information for ourselves or our firms. 4. We will not allow conflicts of interest which provide a competitive advantage to one client through our use of confidential information from another client who is a direct competitor without that competitor's permission. Engagements 5. We will accept only engagements for which we are qualified by our experience and competence. 6. We will assign staff to client engagements in accord with their experience, knowledge, and expertise. 7. We will immediately acknowledge any influences on our objectivity to our clients and will offer to withdraw from a consulting engagement when our objectivity or integrity may be impaired. Fees 8. We will agree independently and in advance on the basis for our fees and expenses and will charge fees and expenses that are reasonable, legitimate, and commensurate with the services we deliver and the responsibility we accept. 9. We will disclose to our clients in advance any fees or commissions that we will receive for equipment, supplies or services we recommend to our clients. Profession 10. We will respect the intellectual property rights of our clients, other consulting firms, and sole practitioners and will not use proprietary information or methodologies without permission. 11. We will not advertise our services in a deceptive manner and will not misrepresent the consulting profession, consulting firms, or sole practitioners. 12. We will report violations of this Code of Ethics. The Council of Consulting Organizations, Inc. Board of Directors approved this Code of Ethics on January 8, 1991. The Institute of Management Consultants (IMC) is a division of the Council of Consulting Organizations, Inc. Appendix A —Code of Ethics page 1 APPENDIX B PROJECT TEAM RESUMES CITYGATE ASSOCIATES, LLC DAVID C. DERooS, MPA, CMC Mr. DeRoos is the President of Citygate Associates, LLC and former Deputy Director of the California Redevelopment Association. He earned his undergraduate degree in Political Science/Public Service (Phi Beta Kappa) from the University of California, Davis and holds a Master of Public Administration degree from the University of Southern California. Mr. DeRoos has over five years of operational experience as a local government administrator in land use planning, budgeting, and personnel, and over twenty years of consulting experience performing operations and management reviews of local government functions. Prior to joining Citygate in 1991, he was a Senior Manager in the State and Local government consulting division of Ernst & Young. Relevant Experience Includes: • For all Citygate fire service projects, Mr. DeRoos reviews work products and is responsible for ensuring that each project is conducted smoothly and efficiently within the schedule and budget allocated, and that the project deliverables are in conformance to Citygate's quality standards. • Served in an oversight capacity for Citygate's Standards of Response Cover planning analysis for the City of Stockton Fire Department as it pertains to City expansion areas. As such, this study briefly reviewed the adequacy of the existing deployment system to determine how much, if at all, the existing stations can provide coverage to the proposed growth areas. • Served in an oversight capacity for Citygate's Standards of Response and Master Operations Plan for Travis County Emergency Service District #6. This analysis included a review of distribution of fire stations, deployment times, and firefighter staffing. • Served in an oversight capacity for a Standards of Response Cover Deployment Analysis and Fire Master Plan for the City of Oceanside, CA. This analysis included a review of distribution of fire stations, deployment times, and firefighter staffing. • Served in an oversight capacity for a Standards of Response Cover planning analysis for the City of Vista. This study also involved a financial review and an update of impact fees. • Currently serving in an oversight capacity for a Standards of Response Cover planning analysis for the North County Fire Protection District (Fallbrook area). • Served as Project Director for a Standards of Response Cover planning analysis for the City of Bakersfield Fire Department with a focus on the growing areas of the City so as to best plan future fire station quantities and locations. • Served as Project Director for a Standards of Cover Deployment Analysis for the City of Palm Springs, CA. • Served as Project Director for a Standards of Cover Deployment Analysis for the Fire District of South Santa Clara, CA. Appendix B—Project Team Resumes page 1 C.111311 ISS4011111K • Served in an oversight capacity for determining fire station location and crew staffing needs for the City of Minneapolis, MN Fire Department. • Served in an oversight capacity for a Standards of Response Cover planning analysis (fire station and crew deployment) along with a Master Plan implementation study of non -response (administrative) services a for the Napa County Fire Department. This project also included a review of the Volunteer Fire Company Program. • Served as Project Director for a Standards of Cover Deployment Analysis for the City of Folsom, CA. • Served in an oversight capacity for a Standard of Response Cover Deployment study and Volunteer Firefighter Program Analysis for the Butte County Fire Department. • Served as Project Director for a Standards of Response Cover Deployment study and Master Plan for the City of Surprise, AZ. This project included developing macro cost impacts and a growth strategy for a rapidly growing city. ♦ Served in an oversight capacity for a Fire Services study for the Los Angeles County Fire Department, in cooperation with the City of Santa Clarita. The study assessed the adequacy and number of present and future station locations, as well as the adequacy of revenue to support the current and planned operations. • Served in an oversight capacity for the City of Pismo Beach and surrounding communities' Consolidation Feasibility Study. This was an independent review of the current fire department service relationships to determine if a functional or a full consolidation of one or more departments would provide cost stabilization while maintaining effective services. This study included a strong volunteer fire service component. • Provided quality control and project oversight for a countywide fire protection study for Fresno County, CA for the County's use in developing fire protection policies and making funding decisions. • Served as Project Director for the Sierra Economic Development District's (SEDD) development of a Fire Safe Plan for the greater Auburn, CA area and for the Placer County communities of Colfax, Iowa Hill, Placer Hills and Foresthill. • Served as Project Director for Citygate's Management and Operations Review of the City of Corona's Fire Department. The study, separated into two phases, included a detailed review of the Department's operating budget and crucial factors critical to the success of the Department. Organizational structure, human resource management and allocation, department policies and procedures, strategy and planning, leadership, operations, resource allocation, training, management information systems, and performance measures are examples of factors reviewed. • Provided project oversight and quality control for an independent review of Stanford University's contract with the City of Palo Alto to provide fire protections services to the University, determining whether the contracted services are appropriate for the types and levels of risk found at the University. Appendix B—Project Team Resumes page 2 .. fl . . arrr tssir s. u One objective of the evaluation project was to identify any misalignments between risk exposure and the profile of services provided. Once that determination was made, the costs of the contracted services were evaluated for appropriateness as well. • Performed seven General Management and Operations Studies for the City of Ogden's Fire, Community Development, Redevelopment Agency, Parks and Recreation, Police, Public Works and Animal Control Departments. The studies included numerous tasks such as identifying and documenting the attitudes of employees, analyzing existing programs and service levels, evaluating the current operations assessing the adequacy of organizational structure and management staffing levels, and identifying modifications. Mr. DeRoos is a member of several professional and civic associations. He has taught for the U.C. Davis Extension College and for graduate classes in Public Administration, Administrative Theory and Labor Relations for Golden Gate University, and Non Profit and Association Management for the University of Southern California. He has been a speaker for the American Planning Association (APA), written for the California APA Newsletter and the California Redevelopment Journal, and has been a speaker on redevelopment, Base Closures, and related issues across the US. Mr. DeRoos holds a certificate in Public Sector Labor Management Relations from U.C. Davis, and is a Certified Management Consultant (CMC). Appendix B—Project Team Resumes page 3 Gnu min tic CITYGATE ASSOCIATES, LLC STEWART W. GARY, MPA Mr. Gary was, until his recent retirement, the Fire Chief of the Livermore -Pleasanton Fire Department. Now in his 37'h year in the Fire Service, Mr. Gary began as a volunteer and worked his way up through the ranks, including his service as a Paramedic for five years. Mr. Gary started his career with the City of Poway in San Diego County, attaining the rank of Battalion Chief/Fire Marshal. He subsequently served as the Administrative Battalion Chief for the Carlsbad Fire Department in San Diego County. He was appointed Fire Chief for the City of Livermore, CA in January 1994, and two years later, he successfully facilitated the peer -to -peer merger of the Livermore and Pleasanton Fire Departments into one seamless ten -company department from which he recently retired as Chief. This successful consolidation was awarded the esteemed Helen Putnam award for excellence and innovation by the California League of Cities in 1999. Mr. Gary has both a Bachelors and Master's degree in Public Administration from San Diego State University. He holds an Associate in Fire Science Degree from Miramar Community College in San Diego, a Certificate in Fire Protection Administration from San Diego State, and he has attended hundreds of hours of seminar course work in fire protection. Mr. Gary has served in elected professional positions, including: President, California League of Cities, Fire Chiefs Department and Chairperson, San Diego County Paramedic Agencies. He has been involved in progressive responsibility for creating or implementing fire protection policy on the local, state and national levels. He has served as a Board Member representing cities on the California Office of Emergency Services-Firescope Board, and served two terms as the Fire Chief representative on the California League of Cities Board of Directors. Memberships Held Include: • International Association of Fire Chiefs, Fairfax, VA • California Fire Chiefs Association, Rio Linda, CA • National Fire Protection Association, Quincy, MA Current Consulting Experience Includes: Since starting his consulting career with Citygate Associates in 2001, Chief Gary has successfully worked on, managed or directed over 75 consulting projects. Some of the highlights and recent projects are: • Served as Project Manager for Citygate's Standards of Response Cover planning analysis for the City of Stockton Fire Department as it pertains to City expansion areas. As such, this study briefly reviewed the adequacy of the existing deployment system to determine how much, if at all, the existing stations can provide coverage to the proposed growth areas. • Served as Project Manager for Citygate's Standards of Response and Master Operations Plan for Travis County Emergency Service District #6. This analysis included a review of distribution of fire stations, deployment times, and firefighter staffing. Appendix B—Project Team Resumes page 4 uc • Served as Project Manager for a Standards of Response Cover Deployment Analysis and Fire Master Plan for the City of Oceanside, CA. This analysis included a review of distribution of fire stations, deployment times, and firefighter staffing. • Served as Project Manager for a Standards of Response Cover planning analysis for the City of Vista. This study also involved a financial review and an update of impact fees. • Currently serving as Project Manager for a Standards of Response Cover planning analysis for the North County Fire Protection District (Fallbrook area). • Served as Project Manager for a Standards of Response Cover planning analysis for the City of Bakersfield Fire Department with a focus on the growing areas of the City so as to best plan future fire station quantities and locations. • Served as Project Manager for a Standards of Cover Deployment Analysis for the City of Palm Springs, CA. • Served as Project Manager for a Standards of Cover Deployment Analysis for the Fire District of South Santa Clara, CA. • Served as Project Manager for a Standard of Response Cover Deployment study and Master Plan for the City of Napa, CA. • Served as Project Manager for a Fire Services study for the Los Angeles County Fire Department, in cooperation with the City of Santa Clarita. The study assessed the adequacy and number of present and future station locations, as well as the adequacy of revenue to support the current and planned operations. • Served as Project Manager for a Standards of Cover Deployment Analysis for the City of Folsom, CA. • Served as Project Manager for a Master Plan and Standards of Response Cover Deployment study for the City of Surprise, AZ. This project included developing macro cost impacts and a growth strategy for a rapidly growing city. Chief Gary has been involved with all of the other fire service projects starting in 2001 listed on our reference list. Other non-Citygate Relevant Experience Includes: • In 2002, Mr. Gary led a seminar that taught the Standards of Response Cover (SOC) methodology to members of the Clark County Fire Department. • In 2005 and into 2006, Mr. Gary coached, assisted and initially drafted the Clark County Fire Department Rural SOC documents. He advised County GIS on how to prepare the necessary mapping and response statistics analysis. He then coached the project manager on collecting risk assessment information on each rural area, which he then wove into an integrated draft set of risk statements and proposed response policies for each rural area. • In 2000, Mr. Gary was the lead deployment consultant on a team that developed a new strategic plan for the San Jose Fire Department. The final plan, which used Appendix B—Project Team Resumes page 59prft,ri,ssm.t the accreditation system methods and Standards of Response Coverage tools, was well received by the Department and City Council, which accepted the new strategic plan on a 9-0 vote. • In 1996, Mr. Gary successfully studied and then facilitated the peer -to -peer merger of the Livermore and Pleasanton Fire Departments into one seamless ten - company department for which he serves as Chief. The LPFD represents one of the few successful city -to -city fire mergers in California. The LPFD consists of 128 total personnel with an operating budget for FY 00/01 of $18M. Service is currently provided from eight stations and a training facility. Two additional stations are under construction. • In 1995, Mr. Gary began working with the International Association of Fire Chiefs and International City Management Association Accreditation project on the Standards of Cover system for fire service deployment. He re -worked the material into a California manual and annually teaches a 40-hour course for the California Fire Academy. He conducts seminars on this deployment methodology for the International Fire Chiefs across the United States and Canada. • In 1994, Mr. Gary effectively led the Fire Department's adding of paramedic firefighters on all engines to increase service. Previously the Alameda County regional system was under -serving Livermore, and the local hospital emergency room was closing. Residents and the City Council approved a local EMS supplemental property tax assessment (successfully re -voted after Proposition 218) to help pay for this increased service. In 1995, Mr. Gary assisted the City Council and the firefighters union in reaching a new understanding on staffing, and a fifth Fire Company was added to better serve the Northwest area of Livermore. • During his tenure in Carlsbad, he successfully master planned and opened two additional fire stations and developed the necessary agreements between the development community and the City Council. • Mr. Gary has developed fire apparatus replacement plans; procured fire apparatus; supervised the development of community disaster preparedness and public education programs; facilitated permit streamlining programs in the Fire Prevention and Building Departments; improved diversity in the Livermore fire department by hiring the first three female firefighters in the City; supervised the Livermore City Building Department including plan check and inspection services for two years; master planned future growth in the North Livermore area for an additional 30,000 people in a "new town" area. • Mr. Gary facilitated a successful regional dispatch consolidation between Poway and the City of San Diego Fire Department. He developed and implemented fire department computer records systems for Carlsbad and Livermore. • Mr. Gary has been a speaker on the proper design of information systems at several seminars for Fire Chiefs, the California League of Cities and the Fortune 100. He has authored articles on technology and deployment for national fire service publications. Appendix B—Project Team Resumes page 6 ante was.,K • Mr. Gary is experienced as an educator in teaching firefighting, paramedicine and citizen CPR programs. As a community college instructor, he taught management and fire prevention. He has been an instructor for State Fire Training and the San Diego Paramedic program. • Mr. Gary was fortunate to be a Rotary exchange team member to West and East Germany for six weeks in 1986, where he studied fire and emergency medical practices in that part of Europe. Instructor and Lecturer: • Instructor and lecturer on Fire Service Deployment for the Commission on Fire Accreditation Standards of Cover Methodology. Over the last five years, Mr. Gary has presented one -day workshops across the U.S. and Canada to fire chiefs. Presentations have included: ➢ The International Association of Fire Chiefs Convention; ➢ U.S. Navy Fire Chiefs in Norfolk, Virginia; ➢ U.S. Air Force Fire Chiefs at the USAF Academy, Colorado Springs, Colorado; ➢ Seattle area Fire Chiefs; ➢ Vancouver British Columbia Fire Chiefs Association; ➢ The Michigan/Indiana Fire Chiefs Association School at Notre Dame University; ➢ The California Fire training Officers annual workshop. • Developed and taught for seven years, the 40-hour course in fire deployment methods for the California Fire Academy. Over 250 fire officers have been trained in this course. Presentations: • "Mapping the Future of Fire." First, ever fire service technology conference, October 2000, Dallas, Texas. Outlined fire service needs, especially for GIS mapping and mobile data technologies in the fire service. Publications: • Edited, partially wrote and co -developed the 2nd, 3rd & 4th Editions of the Commission on Fire Accreditation Standards of Response Cover Manual. • Fire Chief Magazine article. February 2001, "System of Cover." Using the Accreditation Commission's Standards of Response Cover systems approach for deployment. • Fire Chief Magazine article. December 2000, "Data to Go." Designing and implementing wireless data technologies for the fire service. Appendix B—Project Team Resumes page 7 onrin asps. iK SUBCONTRACTOR MICHAEL D. FAY Michael D. Fay has over 30 years experience and has served as a firefighter, EMS director, educator, consultant and publisher. Relevant Experience: • President of Animated Data, Inc., the designer and publisher of NFIRS 5 Alive. Using standard CFIRS, NFIRS 4 & NFIRS 5 datasets, NFIRS 5 Alive quickly performs diagnostic analysis of fire department operations. Outputs are designed for both live and printed presentations. • Director of End2End, Inc., publisher of FirePoint RMS Systems for fire departments. Products of the firm include 40 single -user and multi-user client server applications. (Formerly Advanced Command Systems, Inc. Maynard, MA). Mr. Fay is responsible for RMS product development. • Senior Associate of Firepro Inc., a fire consulting firm specializing in fire safe building design, forensic reconstruction, and fire department consulting services. Mr. Fay directed fire scene documentation and reconstruction of dozens of large loss fires and co-authored management studies for several city fire departments. • Assistant Superintendent and Program Chair for Management Technology of the National Fire Academy, Federal Emergency Management Agency (FEMA). The mission of the National Fire Academy is to enhance the nation's fire protection services through the development and delivery of specialized programs for fire service managers, trainers and technicians. Mr. Fay directed delivery of management training courses in the Resident Programs Division, and he developed and delivered executive development training courses for chief officers of larger departments. He also established the National Fire Academy's microcomputer laboratory. Mr. Fay authored two college -level courses on the use of computer technology in the fire service and was responsible for the development and delivery of a national teleconference on management applications for fire service computers. • Field Coordinator, International Association of Fire Chiefs Apprenticeship Program. The IAFC/IAFF Apprenticeship Program developed personnel resources through the establishment of performance standards and local programs of training. Mr. Fay traveled to fire departments nationally to help resolve obstacles to the implementation of enhanced fire fighter, EMT and paramedic training programs and contributed to the development and adoption of national standards for Firefighters and Emergency Medical Technicians (EMTs). • Director, Emergency Medical Services and Firefighter for the Amherst, MA Fire Department, was responsible for EMS operations, supervision of EMS personnel, budget preparation and public information programming. He also served as a line firefighter. Education: • BA, University of Massachusetts Appendix B—Project Team Resumes Fit page 8 9prrt i Additional Interests: ♦ Licensed amateur radio operator for over 30 years ♦ Technical background in wireless communication. Appendix B—Project Team Resumes APPENDIX C CITYGATE QUALIFICATIONS AND REFERENCES ..fl.. �U( OVERVIEW OF REFERENCES This section gives a brief overview of Citygate's comparable engagements, experience, and references. We present projects performed by the members of our project team that require similar skills to the ones necessary to successfully complete National City's contemplated study. For a more detailed list of Citygate's Fire Services Practice projects, please visit our website at www.citygateassociates.com and then select "Fire Protection and Emergency Medical Services Consulting." FIRE STANDARDS OF COVERAGE / DEPLOYMENT STUDIES Below, Citygate presents a brief list of SOC/deployment studies performed. CLIENT City of Bakersfield, CA Standards of Response Cover Study and Planning Analysis NATURE OF ENGAGEMENT Citygate recently conducted a Standard of Response Cover planning analysis for the City of Bakersfield Fire Department with a focus on the growing areas of the City so as to best plan future fire station quantities and locations. This study evaluated the field deployment aspects of the Department as well provided recommendations for a fire station location plan. TIMEFRAME, CONTACT, PHONE No. November 2007 Mr. Kirk Blair Deputy Fire Chief (661) 326-3653 City of Stockton, CA Standards of Cover Study Citygate recently conducted a Standards of Response Cover planning analysis for the City of Stockton Fire Department as it pertains to City expansion areas. As such, this study briefly reviewed the adequacy of the existing deployment system to determine how much, if at all, the existing stations can provide coverage to the proposed growth areas. October 2007 Mr. Ron Hittle Fire Chief (209) 937-8801 Travis County Emergency Services District No. 6 Standards of Cover Study Citygate completed a Standards of Response and Master Operations Plan for Travis County Emergency Service District #6. This analysis included a review of distribution of fire stations, deployment times, and firefighter staffing. Planning for the ESD #6 involved two stages of effort: (1) a short-range plan that addresses current service delivery needs in light of the ESD #6's economic situation; and (2) a longer -range plan that addresses fire services delivery at the current planned build -out of the District. October 2007 Mr. Jim Linardos Fire Chief (512) 266-2533 City of Oceanside, CA Standards of Cover Study & Fire Master Plan Citygate completed a Standards of Response Cover Deployment Analysis and Fire Master Plan for the City of Oceanside, CA. This analysis included a review of distribution of fire stations, deployment times, and firefighter staffing. June 2007 Mr. Terry Garrison Fire Chief (760) 435-4100 Appendix C—Citygate Qualifications and References page 1 of ass. F CLIENT City of Eureka, CA Standards of Response Cover Deployment Analysis NATURE OF ENGAGEMENT TIMEFRAME, CONTACT, PHONE NO. February 2007 Mr. Eric Smith, Fire Chief (707) 441-4000 Citygate completed a Standards of Response Cover Deployment Analysis for the City of Eureka, CA. This analysis included a review of distribution of fire stations, deployment times, and firefighter staffing. City of Vallejo, CA Standards of Response Cover Deployment Analysis & Staffing/Overtime Study Citygate completed a fire study to analyze several areas of fire services in Vallejo. These areas include: the overall staffing and deployment of fire services; the service needs of the Hiddenbrooke Development; the impact of fire station or crew reductions if necessary; the adequacy of the headquarters staffing; any policies or issues inordinately driving up the usage of overtime; and an analysis of the impacts of the current firefighter work schedule being tested. December 2006 Mr. Donald Parker Fire Chief (707) 648-4526 Snohomish County Fire District 1, WA Standards of Response Cover Deployment Analysis Citygate completed a Standards of Response Cover Deployment Analysis for the Snohomish County Fire District 1, WA. This analysis included a review of distribution of fire stations, deployment times, and firefighter staffing. October 2006 Mr. Scott Pearson Deputy Chief (425) 551-1200 City of Folsom, CA Standards of Response Cover Deployment Analysis Citygate furnished the City of Folsom Fire Department with a Standards of Response Cover Deployment Analysis. This study included in its review the neighboring area of El Dorado Hills. March 2006 Mr. Dan Haverty Fire Chief (916) 984-7081 Fire District of South Santa Clara, CA Standards of Response Cover Deployment Analysis Citygate developed a fire service deployment plan and performance goals known as a "Standards of Response Cover Plan," which assisted the rural District with its planning for the needs of the area it serves. The study included an independent review of the current fire station sites and a number of fire companies, including volunteer, with their staffing levels, as well as any station location change opportunities that may exist. October 2005 Mr. Derek Witmer Battalion Chief CDF Santa Clara Unit (408) 779-2121 Appendix C—Citygate Qualifications and References ..n.. page 2 crofq essiout . u CLIENT City of Vista, CA Financial Review Standards of Response Cover Deployment Analysis Impact Fee Analysis City of West Sacramento, CA Development of an "Abbreviated" Deployment Analysis to Determine Fire Station Coverage Impact Fee Analysis NATURE OF ENGAGEMENT Citygate conducted a multi -phased engagement for the City of Vista. Citygate began with reviewing Vista's current fmancial condition, fmancial practices and strategies, staffing and organizational arrangements, and developing recommendations addressing principal areas of the Five Year Financial Plan. Vista then commissioned Citygate to perform a Standard of Coverage analysis for the Fire Department as an input to both operating and capital budget considerations. Citygate was then asked to assist Vista with updating a full range of fire and other development impact fees, which required revising a number of city planning, facility, and capital plans to support the establishment of the impact fees. Citygate concluded a review of the current arrangement for fire protection services within the City, including review of existing city fire department performance expectations; examination of prior incident response demographic data as available; technical support to document findings of the immediate study area; and the use of fire department geo- mapping software to analyze fire station locations by driving time. The study resulted in a written report that was delivered to the Fire Chief. It contains map -based exhibits justifying any changes to fire service deployment created by the proposed city growth. All methodology used by Citygate in the scope of its work was that of the "Standards of Response Coverage" systems approach to fire department deployment. This is a systems based approach using local risk and demographics to determine the level of protection best fitting West Sacramento's needs. At the conclusion of this fire project, the City requested that Citygate provide follow-on assistance to quantify the impact of future development and calculate impact fees necessary to provide for: • Fire Protection • Police Services • Other Facilities and Infrastructure. TIMEFRAME, CONTACT, PHONE No. October 2005 Mr. Gary Fisher Fire Chief (760) 726-1340 ex. 2101 Ms. Rita Geldert City Manager (760) 639-6131 June 2005 Mr. Frederick F. Poste) Fire Chief (916) 373-5840 Mr. Leigh P. Keicher Director of Finance (916) 617-4575 Appendix C—Citygate Qualifications and References page 3 aunt mows u CLIENT North Lake Tahoe Fire Protection District (NV) Standards of Response Cover Deployment Analysis Facilitation for Management Team Workshop City of Palm Springs, CA Standards of Response Cover Deployment Analysis City of Minneapolis, MN Fire Station Location and Crew Staffing Needs NATURE OF ENGAGEMENT Citygate successfully performed a Standards of Response Cover Deployment Analysis for the North Lake Tahoe Fire Protection District. This study resulted in a two -volume Final Report that was completed in March 2005. Separately, Citygate conducted a Management Team Workshop for the Fire District. Citygate conducted a Standards of Response Cover Deployment Analysis for the City of Palm Springs, CA. This study resulted in a two -volume Final Report that was completed in February 2005 and presented to the Council in March 2005. Citygate conducted a review of the current arrangement for fire protection services within the City of Minneapolis, including: • Review of existing City Fire Department performance expectations; • Use of the Standards of Response Coverage Model from the Commission on Fire Accreditation International to determine impacts generated by the community; • Examination of prior incident response demographic data; • Technical support to document findings; • Assistance with the purchase and implementation of the FireViewTM deployment analysis software program; • Coaching and advising Fire Department staff in deployment analysis. The culmination of the study effort was a written report with statistical and map -based exhibit(s) justifying fire services deployment based on the risks and community expectations in Minneapolis. TIMEFRAME, CONTACT, PHONE No. March 2005 Mr. Jim Linardos Fire Chief (former) (512) 266-2533 February 2005 Mr. Blake Goetz Fire Chief (760)323-8185 January 2004 Mr. Ulie Seal Assistant Fire Chief (612) 673-2536 Appendix C—Citygate Qualifications and References page 4 omit pisganti uc MASTER/STRATEGIC PLANS Citygate presents below a brief list of Master/Strategic Plans we have conducted. CLIENT City of Atwater, CA Organizational, Effectiveness, and Efficiency Study NATURE OF ENGAGEMENT TIMEFRAME, CONTACT, PHONE NO. Citygate completed a high-level fire department master plan for the Atwater Fire Department. This project included a Standards of Response Cover (Deployment) analysis, a review of the Fire Department's headquarters positions and programs and the capability to support the department's needs, an evaluation of the option of contracting fire services with CAL FIRE, and concluded with a summary of phasing priorities and costs. March 2008 Mr. Gregory Wellman City Manager (209) 357-6300 Butte County, CA Standard of Response Cover Study Planning Analysis Review of Volunteer Fire Company Program Citygate conducted a Standard of Response Cover planning analysis for Butte County Fire Department along with a review of the Volunteer Fire Company program and the resultant headquarters support functions for these program areas. Planning for the Butte County Fire Department (Department) involved two stages of effort: • Short-range plan that addresses current service delivery needs in light of the County's economic situation • Longer range plan that address fire services delivery as the County continues to evolve. Citygate's Final Report included many specific rural fire service recommendations. December 2007 Mr. George Morris Deputy Chief (530) 538-7111 Napa County, CA Fire Master Plan and Standards of Cover Study Review of Volunteer Fire Company Program Citygate conducted a Standard of Response Cover planning analysis along with a Master Plan implementation study of non -response services for the Napa County Fire Department. This study provided an evaluation of the Volunteer Fire Company program in the County. Citygate made specific rural fire service recommendations and designed solutions that will maintain the Fire Department's capabilities in the near term while providing a firm foundation upon which the Department can evolve over the longer term. September 2007 Mr. Ernie Loveless Fire Chief (707) 253-4080 City of Surprise, AZ Standards of Cover Study and Fire Master Plan Citygate recently conducted Standard of Response Cover Planning analysis (fire station and crew deployment) along with a Master Planning review of non -response (administrative) services for the City of Surprise Fire Department. Citygate's recommendations involved designing solutions that will enhance the Fire Department's capabilities in the near term of one to three years while building a firm foundation upon which the Department can grow over the longer term. November 2007 Mr. Michael White Fire Chief (623) 594-5721 Appendix C—Citygate Qualifications and References rill.. .. page 5 apart ens. iH CLIENT City of Napa, CA Fire Master Plan and Standards of Cover Study NATURE OF ENGAGEMENT Citygate conducted a Standard of Response Cover study and a Master Plan for the City of Napa Fire Department. Designing this plan involved two stages: (1) a short-range plan that addresses current service delivery needs in light of the City's economic situation; and (2) a longer -range plan that addresses fire services delivery at the current General Plan build -out of the community. TIMEFRAME, CONTACT, PHONE NO. September 2007 Mr. Tim Borman Fire Chief (707) 257-9593 Ext. 7369 Town of Windsor, CA Strategic Plan for Financing and Operations Citygate completed a Strategic Plan for financing and operations in the rural Windsor Fire Protection District utilizing the Standards of Response Coverage methodology. The study involved fiscal analysis of the current capacity of the Fire District and Town to provide adequate fire and medical emergency response and other related operational and fiscal issues. Upon completion of the study, the positive outcome was the Town and District reaching a new understanding of fire service needs that resulted in voter approval for additional funds to increase fire services. May 2006 Mr. Matt Mullan Town Manager (707) 838-1000 Ogden City, UT General Management and Operations Study Citygate conducted a review of Fire Services Deployment and Administrative Services programs for Ogden City, UT. Citygate evaluated the current capacity of the fire department to respond to emergency fire, rescue, and medical incidents within its area, and review other related operational issues. Ultimately, the study presented findings and recommendations to allow the City Council to make informed policy decisions about the level of fire, rescue, and emergency medical services desired and the best method to deliver and fund them. May 2007 Mr. Alan Franke Policy Analyst (801) 629-8164 Los Angeles County Fire Department (with the City of Santa Clarita) Fire Services Review Citygate conducted a fire services study for the Los Angeles County Fire Department, in cooperation with the City of Santa Clarita, and completed the following objectives: • Assess the adequacy of revenue to support the current and planned operations and capital expenditures for stations and equipment in the Valley; • Assess the present adequacy of the number and location of fire stations, equipment and personnel in the Valley; • Assess the timing and adequacy of the number and location of planned fire stations, equipment and personnel in the Valley. September 2006 Michael Dyer Chief Deputy (323) 881-6178 Appendix C—Citygate Qualifications and References • • .. page 6 arm rissitets CLIENT City of Brentwood, CA Fire Services Master Plan NATURE OF ENGAGEMENT Citygate developed a comprehensive Fire Suppression and Emergency Medical Services Master Plan for this fast growing Bay Area city. The completed master plan will guide the City in making future decisions regarding facilities, equipment, programming and staffing to provide fire and emergency medical services. The City and its surrounding area received fire suppression and emergency medical services from Contra Costa County through special fire districts. The master plan does the following: • identifies the City's service levels, benchmarking those service levels against similar cities to determine where deficiencies exist; • develops a master implementation plan, including costs, to bring the deficiencies up to an acceptable, contemporary base line standard; • identifies the advantages and disadvantages of creating the City's own fire department to provide fire suppression and emergency medical services, including the necessary coordination with LAFCO; • identifies staffing and capital facilities needs, both now and for the ultimate build -out of the City; • develops an implementation plan to deliver the build -out services and capital facilities when needed. TIMEFRAME, CONTACT, PHONE No. July 2002 and Currently Ms. Donna Landeros City Manager (925) 516-5440 CONSOLIDATION STUDIES Below, Citygate presents a brief list of consolidation studies performed. CLIENT City of Redlands, CA Consolidation Feasibility Study Fire Department Review NATURE OF ENGAGEMENT Citygate conducted a high-level assessment of the feasibility to fully or partially consolidate the fire agencies for the cities of Redlands and Loma Linda. As a follow-on engagement, Citygate recently completed a high-level fire department deployment review, resident survey and review of the administrative functions of the Redlands Fire Department, including supervision, labor agreement issues and resident perceptions, and the current firefighter Memorandum of Understanding (MOU) to look for operational changes that could result in economic savings without a significant reduction in service for the City. TIMEFRAME, CONTACT, PHONE No. March 2008 Mr. Jim Drabinski Fire Chief, Redlands (909) 798-7600 Appendix C—Citygate Qualifications and References page 7 omit IsssaIb u� CLIENT Cities of Monterey, Pacific Grove, and Carmel, CA Consolidation Feasibility Study City of Pismo Beach and Surrounding Communities Consolidation Feasibility Study Seaside and Marina Fire Services Consolidation Study NATURE OF ENGAGEMENT Citygate assisted with the development of a high-level assessment of the feasibility of fire agency consolidation for the cities of Monterey, Pacific Grove, and Carmel. This study assisted the partners with determining if they should create a joint agency that would be a more efficient governmental organization that will provide improved services at controlled or lower costs. The study also focused on the possibilities to streamline the allocation of resources and equipment so that the most cost- effective apparatus, facility, training, prevention and safety services are provided. Upon completion of the Final Report, Citygate was retained to provide guidance as the agencies decide whether to proceed with consolidation. Citygate conducted a high-level assessment of the feasibility of fire agency consolidation for these agencies: Pismo Beach, Arroyo Grande, Grover Beach, and the Oceano Community Services District. The partners desired an independent review of the current fire department service relationships to determine if a functional or a full consolidation of one or more departments would provide cost stabilization while maintaining effective services. Options explored include a city -owned fire department, a contract with Cal -FIRE, or full consolidation. The study included a strong volunteer fire service component. The study used geo-mapping tools to briefly review fire station service areas, conduct an assessment of current expenses and an examination of governance options. Citygate concluded facilitating discussions to finalize a list of the most critical fire service consolidation implementation issues, including what will be merged, in what order and schedule. We also assisted Seaside and Marina in reaching agreement on the issues, including research and recommendations as requested by the agencies. TIMEFRAME, CONTACT, PHONE No. January 2008 Mr. Sam Ma77a Fire Chief (831) 646-3900 November 2005 Mr. Kevin Rice City Manager (805) 773-7007 October 2005 Mr. Jerry Wombacher Fire Chief (831) 899-6786 Appendix C—Citygate Qualifications and References page 8 a Buts. it GENERAL Finally, Citygate would like to present a list of general studies that we have performed. CLIENT NATURE OF ENGAGEMENT TIMEFRAME, CONTACT, PHONE NO. October 2006 Mr. Doug Fry Fire Chief (650) 802-4254 City of Belmont, CA Fire Services Program Review Citygate completed a fire service program review for the City of Belmont, CA. This study provided assistance to the City with understanding the issues of providing their own fire services as one option to consider given the expected dissolution of the South County Fire Protection Authority. City of Cloverdale, CA Update of Master Needs Assessment and Police/Fire Development Impact Fees Citygate completed a two-phase engagement for the City of Cloverdale. In the first phase, we assessed key policy issues to help the City gain an understanding of the key choices it has to make for the sizing of public safety services, including the City fire department (mostly volunteer staffed). In Phase II, we provided a detailed, specific issue analysis with recommendations for implementation, including the formulation of development impact fees. June 2006 Mr. John Wanger City Engineer (707) 571-8005 City of Sierra Madre, CA Review of the Fire Department Citygate conducted a policy review of the Sierra Madre Volunteer Fire Department. This included analyzing the level of fire and emergency medical services provided, determining what the level of service should be, and analyzing the costs of the appropriate level of service as well as the method of delivery of these services. September 2004 Ms. Tamara Letourneau Formerly City Manager (Currently, City Manager for Yorba Linda) (714) 961-7110 City of Covina Fire Department Review as part of a Citywide Assessment As part of a Citywide Assessment of the City of Covina, Citygate identified an opportunity to renegotiate Covina's contract with the Los Angeles County Fire Department for provision of fire protection services and saved the City $400,000 annually for a ten-year period. May 2003 Mr. Paul J. Philips, City Manager (626) 858-7212 Appendix C—Citygate Qualifications and References page 9 Gm mows. Il I l4111c RCT 1,1. • CLIENT City of Roseville, CA Ambulance Transport Study City of Ripon, CA Evaluation of the Financial Relationship between the 'City of Ripon and the Fire Protection District NATURE OF ENGAGEMENT Citygate Associates performed a Fire and EMS service analysis for the City of Roseville and developed a comprehensive Ambulance Transportation Service for this rapidly growing Sacramento suburb. This study was undertaken because the Fire Department's response times have become longer, due to a high growth rate. The population growth, which is approximately 7 percent per year within the City, is the number one challenge to the Fire Department. Because of this growth, secondary to residential, commercial, and industrial development, requests for both emergency and non -emergency EMS service continue to increase annually. Citygate analyzed current needs and forecast staffing and other resource needs for both five and ten years into the future. Citygate Associates completed and assessment of the financial relationship and service level options between the City of Ripon and the Ripon Fire Protection District. The City of Ripon presently receives its fire protection services from the separate Ripon Fire Protection District, and the District has approached the City for an increase in funds to provide for service levels. Citygate evaluated the following: • The details of the services the City is receiving from the District. • The present cost for the services. Opportunities for options and alternatives within the existing relationship to provide fire protection services in the future. TIMEFRAME, CONTACT, PHONE NO. April 2003 Chief Ken Wagner (916) 774-5825 May 2002 Mr. Leon Compton City Manager (209) 599-2108 Appendix C—Citygate Qualifications and References page 10 ate mastsuc I O. 1 1\IILI• . 11 . , APPENDIX D NFIRS 5ALIvE BROCHURE CO UR ASSWORS. LK "Extract Vital Deployment Information from NFIRS 5 Data" NFIRS 5 Alive • 5,500 Predefined Report Formats • Animated Graphs • Advanced "Standard of Cover" Calculations o Fractal o Simultaneous o Out of District Analysis Today's dynamic fire department operations require quality response analysis. RMS printouts and graphs are no longer enough. NFIRS 5 Alive provides more than 5,500 predefined report formats in a new product concept dedicated to response analysis. Here are just a few areas of response analysis... Number of Incidents by Station by Time of Day (Animated by Day of Week) 120 40 eo 00 �l 0101 -111 _J to0023:59 t200-17:59 20 00:no-1159 00:00.05:59 01 02 03 Dynamic numeric displays crunch the numbers instantly sorting and redisplaying with the click of a single button. Any display can be copied to the clipboard and pasted into Microsoft Word for quick and easy report documents. 04 NFIRS 5 Alive provides hundreds of animated graphs that illustrate response patterns by hour of the day, day of the week and month of the year. Min Matr, Average Total. 111 Buidi g fire 16 28.23 328.68 104.79 112 Fires in structures other t 2 10.83 112.63 61.73 113 Cooking fire, confined to 7 14.68 51.28 35.42 114 Chimney or flue fie, c onf 4 2.00 73.00 41.16 116 Fuel burner/boier malfur 1 12.82 12.82 12.82 118 Trash or rubbish foe, cor 20 12.00 63.00 25.66 130 Mobile property (vehicle) 7 10.55 99.60 35.93 131 Passenger vehicle fire 15 10.10 117.00 51.75 132 Road freight or transport 2 26.75 44.60 35.68 140 Natural vegetation fire, o 4 13.18 29.55 20.82 141 Forest, woods or widen( 3 119.85 173.40 153.75 142 Brush, or brush and Bras 31 7.25 633.88 125.64 143 Grass fre 15 11.00 584.00 106.58 1918 0 63a88 37.48 1,676.69 123.46 247.97 164.64 12.82' 513.14 251.53: 776.27 71.35' 83.28 461.25 3,894.78 1,598.72 71886 24 Response Reliability - El 1 in Station Area 11 Station 11 Compliance 100 60 40 0 100 B0 60 40 Deployment Compliance measures compliance to response goals for the first and second due companies as well as first alarm assignment and augmented first alarm assignment. Downward deflection of the line indicates districts under stress. E 11 Rellabilll�r 20 0 Response Reliability describes the effect of a single engine company on the response compliance percentage within its own response area. A flat line indicates a company with extra capacity. A sharp downward deflection indicates a company under stress. Deployment Compliance - Station 31 (1.270) 6 Mn 110 Mn e0 e0 40 20 n -• • 1e0DueCo Additional Areas of Analysis • Simultaneous Responses • Out of Area Responses • Fractile Analysis • Vehicle Profiling • EMS Compliance • Mapping Analysis 2i d Due Co 2 Ene l l Led Key Product Features 10140rm•1CO • CAD Data Merge • Slide Show • Optimized Searches • Batch Processing of Reports • Built-in FTP Client • Microsoft Office Interface Animated Data, Inc. 634 39th Ave. NE St. Petersburg, FL 33703 (727) 823-0880 (727) 823-0770 Fax For more information and multimedia demo visit www.nfirs5.com APPENDIX E FIRE VIEW BROCHURE anunt twits Spatial Trend Analysis Leval Owed 1w• N Flow !p/e+br MOlosalimm -ayr— ]q• — ittwvv.titecitileilegroti •••••• ea•M•••• • • •.-- Resspons• Comporlson 0 • /‘ FIREVIEW" \ WEB ._ FireView WebTM allows an entire department to map in- - cident data and access re- sponse analysis through a Web browser. This allows for rapid data transfer in emer- gency situations. Information sharing is greatly simplified through the use of Web - based mapping technology. ▪ FireView Web can save valu- able resources and time. 1111111.1 MOM OMEGA GROUP For more information: www.theomegagroup.com (800)228-1059 ESRI Technology invent AUTHORIZED DEVELOPER APPENDIX F END -OF -PROJECT SURVEY Citygate is intentional about adding value to the clients we serve and finding ways to _• continuously improve, and thus we have included this sample End -of -Project Survey that would be sent to you at the completion of this project. •• n. axirt(;! MINIM ■ ■ I I (ME ASSQCIflftS. lIC 111! 1 fIIUUF1(T ;uvius PART I — CITYGATE PERSONNEL Who was your primary contact during the engagement? (please check all applicable) ❑ Dave DeRoos ❑ Stewart Gary ❑ Jim Evans ❑ Pat Comarell ❑ Other ❑ Bill Sager ❑ Mike Ross ❑ Dwane Milnes ❑ Rick Carr ❑ Jay Corey PART II — CITYGATE PRACTICE AREAS Which Citygate services did you utilize in the most recent study? (please check all applicable) ❑ General Management Consulting ❑ Community Development ❑ Animal Care and Control ❑ Police and Law Enforcement ElSurvey Administration and Analysis ❑ Fire and Emergency Services ❑ Strategic Planning ❑ Character Training and Consulting ❑ Training ❑ Other ( ) PART III — GENERAL EVALUATION Please respond to the following statements by circling the number corresponding to your answer. Statement Strongly Agree Agree Neutral Disagree Strongly Disagree Not Observed 1. Citygate staff was professional, experienced, and well qualified. 5 4 3 2 1 0 2. Citygate staff understood my unique requirements. 5 4 3 2 1 0 3. Citygate staff were responsive to my needs and inquiries. 5 4 3 2 1 0 4. Citygate provided good value for my consulting dollar. 5 4 3 2 1 0 5. I would hire Citygate Associates again. 5 4 3 2 1 0 6. I would recommend Citygate Associates' services to another jurisdiction with similar needs. 5 4 3 2 1 0 PART IV — EVALUATION OF INDUSTRY EXPERTISE Please rate how Citv2ate Associates met your expectations in our knowledge of the following: Functional Area High Knowledge Average Knowledge Moderate Knowledge Low Knowledge Not Observed 1. Implementation support 5 4 3 2 1 2. Governance 5 4 3 2 1 3. Organizational Leadership/Management 5 4 3 2 1 4. Public Organization Operations 5 4 3 2 1 5. Customer Service and Market Focus 5 4 3 2 1 6. Strategic Planning and Performance Measurement 5 4 3 2 1 ■ ■ OMIT ASS°C11111S. 11C MI t itlttIUC7 SFHVICtS PART V — EVALUATION OF CONSULTING EXPERTISE Please rate the quality of Citvgate Associates' consulting capabilities in the following areas: High Quality Average Quality Moderate Quality Low Quality Not Observed 1. Initial Communication about the Project's Goals and Schedule 5 4 3 2 1 2. Continuing Communications throughout the Study on Project Status and Schedule 5 4 3 2 1 3. Survey Services 5 4 3 2 1 4. Report Organization and Writing 5 4 3 2 1 5. Recommendations 5 4 3 2 1 6. Presentations 5 4 3 2 1 7. Timeliness of service delivery and fulfillment of schedule/deadline commitments 5 4 3 2 1 8. Overall product quality and usefulness 5 4 3 2 1 PART VI — WEBSITE EVALUATION -- Please respond to the following statements by circling the number corresponding to your answer or writing in your answer where necessary: Functional Area Very Moderately Average Poor Not Observed 1. Was the site helpful and informative? 5 4 3 2 1 2. Was the site easy to navigate? 5 4 3 2 1 What information, if any, would you like to see included on our site in the future? PART VII — OTHER Please write in your response to the following questions: What other consulting firms have you engaged in the past? Additional Comments: — Respondent Name: Title & Department: — Client Name: C a00% •'-la RE, O rA0o%-tYO ACORD,, CERTIFICATE OF LIABILITY INSURANCE DATE TEI 008 ) PRODUCER (916)443-0200 FAX: (916)443-0251 Owen -Dunn Insurance Services 2831 G Street License Number: 0670167 Sacramento CA 95816-3721 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE NAIC # INSURED Citygate Associates, LLC 2250 E. Bidwell St. Suite 100 Folsom CA 95630 INSURER A. Hartford INSURERB:Landmark American Ins. INSURERC: INSURER D: INSURER E: THE POLICIES REQUIREMENT, THE INSURANCE AGGREGATE OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR ATYPE N RD RD IN OF INSURANCE POLICY NUMBER POLICY MI PE (MDDIYY) EXPIRATIONY DATE (MMIDDMYY) LIMITS A X GENERAL LIABILITY COMMERCIAL GENERAL LIABILITY 573BAAZ1255 7/15/2008 7/15/2009 EACH OCCURRENCE $ 2,000,000 X PREMISES (Ea RENTED $ 300,000 CLAIMS MADE X OCCUR MEDEXP(Any one person) $ 10,000 PERSONAL SADV INJURY $ 2,000,000 GENERAL AGGREGATE $ 4,000,000 GENII. AGGREGATE LIMITR�APPLIES PER: PRODUCTS- COMP/OP AGG $ 4,000,000 POLICY1-1 JECT P LOC A AUTOMOBILE LABILITY ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON -OWNED AUTOS 5798AAZ1255 7/15/2006 7/15/2009 COMBINED SINGLE LIMIT (Ea accident) $ 2,000,000 BODILY INJURY (Per person) $ X BODILY INJURY (Per accident) $ X PROPERTY DAMAGE (Per accident) $ GARAGE LIABILITY ANY AUTO AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ AUTO ONLY: AGG $ A EXCESSIUMBRELLA LIABIUTY 575BAAZ1255 7/15/2008 7/15/2009 EACH OCCURRENCE $ 4,000,000 X OCCUR CLAIMS MADE AGGREGATE $ 4,000,000 DEDUCTIBLE RETENTION $ 10, 000 $ $ X $ WORKERS COMPENSATOR AND EMPLOYERS' UABILRY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? If yes, describe under SPECIAL PROVISIONS below . C g u TORY I IMITS OT ER E.L. EACH ACCIDENT $ E.L DISEASE - EA EMPLOYEE $ E.L. DISEASE - POLICY LIMIT $ g OTHER Consultants Professional Liability LHR808911 _ 02/14/2008 02/14/2009 Limit $1,000,000 Deductible $10,000 DESCRIPTION OF OPERATIONS/LOCATONSNEHICLESIEXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS General Liability Additional Insured per attached Hartford Form SS0008 0405. *Upon non-payment of premium, 10 days notice of cancellation applies. CERTIFICATE HOLDER CANCELLATION City of National City Attn: Brenda E. Hodges 2100 Hoover Avenue National City, CA 91950 SHOULD ANY OF THE ABOVE DESCRIBED POLICES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30* DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO 50 SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR REPRESENTATIVES. AUTHORIZED REPRESENTATIVE Karen Robinson/CBV ACORD 25 (2001I08) IMen,a ,/MPG, !,C_ ©ACORD CORPORATION 1988 DGno t n, , IMPORTANT If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). DISCLAIMER The Certificate of Insurance on the reverse side of this form does not constitute a contract between the issuing insurer(s), authorized representative or producer, and the certificate holder, nor does it affirmatively or negatively amend, extend or alter the coverage afforded by the policies listed thereon. ACORD 25 (2001/08) INS025 (0108).08a Page 2 of 2 n irieu IJ,5ureu: l.nyyaie ussociaies, IAA,. .BUSINESS LIABILITY COVERAGE FORM volicy Number: Dibt3HALl'zoo 2. Applicable To Medical Expenses Coverage We will not pay expenses for "bodily injury": a. Any Insured To any insured, except "volunteer workers". b. Hired Person To a person hired to do work for or on behalf of any insured or a tenant of any insured. c. Injury On Normally Occupied Premises To a person injured on that part of premises you own or rent that the person normally occupies. d. Workers' Compensation And Similar Laws To a person, whether or not an "employee" of any insured, if benefits for the "bodily injury" are payable or must be provided under a workers' compensation or cisability benefits law or a similar law. e. Athletics Activities To a person injured while practicing, instructing or participating in any physical exercises or games, sports or athletic contests. f. Products -Completed Operations Hazard Included with the "products -completed operations hazard". g. Business Liability Exclusions Exduded under Business Liability Coverage. C. WHO IS AN INSURED 1. If you are designated in the Declarations as: a. An individual, you and your spouse are insureds, but only with respect to the conduct of a business of which you are the sole owner. b. A partnership or joint venture, you are an insured. Your members, your partners, and their spouses are also insureds, but only with respell to the conduct of your business. c. A limited liability company, you are an insured. Your members are also insureds, but only with respect to the conduct of your business. Your managers are insureds, but only with respect to their duties as your managers. d. An organization other than a partnership, join: venture or limited liability company, you are an insured. Your "executive officers" and directors are insureds, but only with respect to their duties as your officers or directors. Your stockholders are also insureds, but only with respect to their liability as stockholders. Page 10of24 e. A trust, you are an insured. Your trustees are also insureds, but only with respect to their duties as trustees. 2. Each of the following is also an insured: a. Employees And Volunteer Workers Your "volunteer workers" only while performing duties related to the conduct of your business, or your "employees", other than either your "executive officers" (if you are an organization other than a partnership, joint venture or limited liability company) or your managers (if you are a limited liability company), but only for acts within the scope of their employment by you or while performing duties related to the conduct of your business. However, none of these "employees" or "volunteer workers" are insureds for: (1) "Bodily injury" or "personal and advertising injury": (a) To you, to your partners or members (if you are a partnership or joint venture), to your members (if you are a limited liability company), or to a co -"employee" while in the course of his or her employment or performing duties related to the conduct of your business, or to your other "volunteer workers" while performing duties related to the conduct of your business; (b) To the spouse, child, parent, brother or sister of that co - "employee" or that "volunteer worker" as a consequence of Paragraph (1)(a) above; (c) For which there is any obligation to share damages with or repay someone else who must pay damages because of the injury described in Paragraphs (1Xa) or (b) above; or (d) Arising out of his or her providing or failing to provide professional health care services. If you are not in the business of providing professional health care services, Paragraph (d) does not apply to any nurse, emergency medical technician or paramedic employed by you to provide such services. (2) "Property damage" to property: (a) Owned, occupied or used by, Form SS 00 08 04 05 Citygate Associates, LLC.max BUSINESS LIABILITY COVERAGE FORM (b) Rented to, in the care, custody or control of, or over which physical control is being exercised for any purpose by you, any of your "employees", "volunteer workers", any partner or member (if you are a partnership or joint venture), or any member (if you are a limited liability company). b. Real Estate Manager Any person (other than your "employee" or "volunteer worker"), or any organization whi e acting as your real estate manager. c. Temporary Custodians Of Your Property Any person or organization having proper temporary custody of your property if you die, but only: (1) With respect to liability arising out of the maintenance or use of that property; and (2) Until your legal representative has been appointed. d. Legal Representative If You Die Your legal representative if you die, but only with respect to duties as such. That representative will have all your rights and duties under this insurance. e. Unnamed Subsidiary Any subsidiary and subsidiary thereof, of yours which is a legally incorporated entity of which you own a financial interest of more than 50% of the voting stock on the effective date of this Coverage Part. The insurance afforded herein for any subsidiary not shown in the Declarations as a named insured does not apply to injury or damage with respect to which an insured under this insurance is also an insured under another policy or would be an insured under such policy but for its termination or upon the exhaustion of its limits of insurance. 3. Newly Acquired Or Formed Organization Any organization you newly acquire or form, other than a partnership, joint venture or limited liability company, and over which you maintain financial interest of more than 50% of the voting stock, will qualify as a Named Insured if there is no other similar insurance available to that organization. However: a. Coverage under this provision is afforded only until the 180th day after you acquire or form the organization or the end of the policy period, whichever is earlier; and Form SS 00 08 04 05 b. Coverage under this provision does not apply to: (1) "Bodily injury" or "property damage" that occurred; or (2) "Personal and advertising injury" arising out of an offense committed before you acquired or formed the organization. 4. Operator Of Mobile Equipment With respect to "mobile equipment" registered in your name under any motor vehicle registration law, any person is an insured while driving such equipment along a public highway with your permission. Any other person or organization responsible for the conduct of such person is also an insured, but only with respect to liability arising out of the operation of the equipment, and only if no other insurance of any kind is available to that person or organization for this liability. However, no person or organization is an insured with respect to: a. "Bodily injury" to a co -"employee" of the person driving the equipment; or b. "Property damage" to property owned by, rented to, in the charge of or occupied by you or the employer of any person who is an insured under this provision. 5. Operator of Nonowned Watercraft With respect to watercraft you do not own that is less than 51 feet long and is not being used to carry persons for a charge, any person is an insured while operating such watercraft with your permission. Any other person or organization responsible for the conduct of such person is also an insured, but only with respect to liability arising out of the operation of the watercraft, and only if no other insurance of any kind is available to that person or organization for this liability. However, no person or organization is an insured with respect to: a. "Bodily injury" to a co -"employee" of the person operating the watercraft; or b. "Property damage" to property owned by, rented to, in the charge of or occupied by you or the employer of any person who is an insured under this provision. 6. Additional Insureds When Required By Written Contract, Written Agreement Or Permit The person(s) or organization(s) identified in Paragraphs a. through f. below are additional insureds when you have agreed, in a written Page 11 of 24 Citygate Associates, LLC,max . BUSINESS LIABILITY COVERAGE FORM contract, written agreement or because of a permit issued by a state or political subdivision, that such person or organization be added as an additional insured on your policy, provided the injury or damage occurs subsequent to the execution of the contract or agreement, or the issuance of the permit. A person or organization is insured under this provision period of time required by agreement or permit. However, no such person or organization is an additional insured under this provision if such person or organization is included as an additional insured by an endorsement issued by us and made a part of this Coverage Part, including all persons or organizations added as additional insureds under the specific additional insured coverage grants in Section F. — Optional Additional Insured Coverages. a. Vendors Any person(s) or organization(s) (referred to below as vendor), but only with respect to "bodily injury" or "property damage" arising out of "your products" which are distributed or sold in the regular course of the vendor's business and only if this Coverage Part provides coverage for "bodily injury" or "property damage" included within the "products -completed operations hazard". (1) Page 12 of 24 an additional only for that the contract, The insurance afforded to the vendor is subject to the following additional exclusions: This insurance does not apply to: (a) "Bodily injury" or "property damage" for which the vendor is obligated to pay damages by reason of the assumption of liability in a contract or agreement. This exclusion does not apply to liability for damages that the vendor would have in the absence of the contract or agreement; (b) Any express warranty unauthorized by you; Any physical or chemical change in the product made intentionally by the vendor; (d) Repackaging, except when unpacked solely for the purpose of inspection, demonstration, testing, or the substitution of parts under instructions from the manufacturer, and then repackaged in the original container; (c) (e) Any failure to make such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products; (f) Demonstration, Installation, servicing or repair operations, except such operations performed at the vendor's premises in connection with the sale of the product; Products which, after distribution or sale by you, have been labeled or relabeled or used as a container, part or ingredient of any other thing or substance by or for the vendor; or (h) "Bodily injury" or "property damage" arising out of the sole negligence of the vendor for its own acts or omissions or those of its employees or anyone else acting on its behalf. However, this exclusion does not apply to: (a) The exceptions contained in Subparagraphs (d) or (f); or (ii) Such inspections, adjustments, tests or servicing as the vendor has agreed to make or normally undertakes to make in the usual course of business, in connection with the distribution or sale of the products. (2) This insurance does not apply to any insured person or organization from whom you have acquired such products, or any ingredient, part or container, entering into, accompanying or containing such products. b. Lessors Of Equipment (1) Any person or organization from whom you lease equipment; but only with respect to their liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your maintenance, operation or use of equipment leased to you by such person or organization. (i) Form SS 00 08 04 05 Citygate Associates, LLC.max BUSINESS LIABILITY COVERAGE FORM (2) With respect to the insurance afforded to these additional insureds, this insurance does not apply to any "occurrence" which takes place after you cease to lease That equipment. c. Lessors Of Land Or Premises (1) Any person or organization from whom you lease land or premises, but only with respect to liability arising out of the ownership, maintenance or use of that part of the land or premises leased to you. (2) With respect to the insurance afforded to these additional insureds, this insurance does not apply to: (a) Any "occurrence" which takes place after you cease to lease that land or be a tenant in that premises: or (b) Structural alterations, new construction or demolition operations performed by or on behalf of such person or organization. d. Architects, Engineers Or Surveyors (1) Any architect, engineer, or surveyor, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: (a) In connection with your premises; or (b) In the performance of your ongoing operations performed by you or on your behalf, (2) With respect to the insurance afforded to these additional insureds, the following additional exclusion applies: This insurance does not apply to "bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering of or the failure to render any professional services by or for you, including: (a) The preparing, approving, or failure to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders, designs or drawings and specifications; or (b) Supervisory, inspection, architectural or engineering activities. Form SS 00 08 04 05 e. Permits Issued By State Or Political Subdivisions (1) Any state or political subdivision, but only with respect to operations performed by you or on your behalf for which the state or political subdivision has issued a permit. (2) With respect to the insurance afforded to these additional insureds, this insurance does not apply to: (a) "Bodily injury", "property damage" or "personal and advertising injury" arising out of operations performed for the state or municipality; or (b) "Bodily injury" or "property damage" included within the "products - completed operations hazard". f. Any Other Party (1) Any other person or organization who is not an insured under Paragraphs a. through e. above, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by your acts or omissions or the acts or omissions of those acting on your behalf: (a) In the performance of your ongoing operations; (b) In connection with your premises owned by or rented to you; or (c) In connection with "your work" and included within the "products - completed operations hazard", but only if The written contract or written agreement requires you to provide such coverage to such additional insured; and (ii) This Coverage Part provides coverage for "bodily injury" or "property damage" included within the "products - completed operations hazard". (2) With respect to the insurance afforded to these additional insureds, this insurance does not apply to: "Bodily injury", "property damage" or "personal and advertising injury" arising out of the rendering of, or the failure to render, any professional architectural, engineering or surveying services, including: (i) Page 13 of 24 Citygate Associates, LLC.max ..BUSINESS LIABILITY COVERAGE FORM (a) The preparing, approving, or failure to prepare or approve, maps, shop drawings, opinions, reports, surveys, field orders, change orders, designs or drawings and specifications; or (b) Supervisory, inspection, architectural or engineering activities. The limits of insurance that apply to additional insureds are described in Section D. — Limits Of Insurance. How his insurance applies when other insurance is available to an additional insured is described in the Other Insurance Condition in Section E. — Liability And Medical Expenses General Conditions. No person or organization is an insured with respect to the conduct of any current or past partnership, joint venture or limited liability company that is not shown as a Named Insured in the Declarations. D. LIABILITY AND MEDICAL EXPENSES LIMITS OF INSURANCE 1. The Most We Will Pay The Limits of Insurance shown in the Declarations and the rules below fix the most we will pay regardless of the number of: a. Insureds; b. Clams made or "suits" brought; or c. Persons or organizations making claims or bringing "suits". 2. Aggregate Limits The most we will pay for: a. Damages because of 'bodily injury" and "property damage" included in the "products -completed operations hazard" is the Products -Completed Operations Aggregate Limit shown in the Declarations. b. Damages because of all other "bodily injury", "property damage" or "personal and advertising injury", including medical expenses, is the General Aggregate Limit shown in the Declarations. This General Aggregate Limit applies separately to each of your "locations" owned by or rented to you. "Location" means premises involving the same or connecting lots, or premises whose connection is interrupted only by a street, roadway or right-of-way of a railroad. Page 14 of 24 This General Aggregate limit does not apply to "property damage" to premises while rented to you or temporarily occupied by you with permission of the owner, arising out of fire, lightning or explosion. 3. Each Occurrence Limit Subject to 2.a. or 2.b above, whichever applies, the most we will pay for the sum of all damages because of all "bodily injury", "property damage" and medical expenses arising out of any one "occurrence" is the Liability and Medical Expenses Limit shown in the Declarations. The most we will pay for all medical expenses because of "bodily injury" sustained by any one person is the Medical Expenses Limit shown in the Declarations, 4. Personal And Advertising Injury Limit Subject to 2.b. above, the most we will pay for the sum of all damages because of all "personal and advertising injury" sustained by any one person or organization is the Personal and Advertising Injury Limit shown in the Declarations. 5. Damage To Premises Rented To You Limit The Damage To Premises Rented To You Limit is the most we will pay under Business Liability Coverage for damages because of "property damage" to any one premises, while rented to you, or in the case of damage by fire, lightning or explosion, while rented to you or temporarily occupied by you with permission of the owner. In the case of damage by fire, lightning or explosion, the Damage to Premises Rented To You Limit applies to all damage proximately caused by the same event, whether such damage results from fire, lightning or explosion or any combination of these. 6. How Limits Apply To Additional Insureds The most we will pay on behalf of a person or organization who is an additional insured under this Coverage Part is the lesser of: a. The limits of insurance specified in a written contract, written agreement or permit issued by a state or political subdivision; or b. The Limits of Insurance shown in the Declarations. Such amount shall be a part of and not in addition to the Limits of Insurance shown in the Declarations and described in this Section. Form SS 00 08 04 05 Citygate Associates, LLC.max BUSINESS LIABILITY COVERAGE FORM If more than one limit of insurance under this policy and any endorsements attached thereto applies to any claim or "suit", the most we will pay under this policy and the endorsements is the single highest limit of liability of all coverages applicable to such claim or "suit". However, this paragraph does not apply to the Medical Expenses limit set forth in Paragraph 3. above. The Limits of Insurance of this Coverage Part apply separately to each consecutive annual period and to any remaining period of less than 12 months, starting with the beginning of the policy period shown in the Dedarations, unless the policy period is extended after issuance for an additional period of less than 12 months. In that case, the additional period will be deemed part of the last preceding period for purposes of determining the Limits of Insurance. E. LIABILITY AND MEDICAL EXPENSES GENERAL CONDITIONS 1. Bankruptcy Bankruptcy or insolvency of the insured or of the insured's estate will not relieve us of our obligations under this Coverage Part. 2. Duties In The Event Of Occurrence, Offense, Claim Or Suit a. Notice Of Occurrence Or Offense You or any additional insured must see to i1 that we are notified as soon as practicable of an "occurrence" or an offense which may result in a claim. To the extent possible, notice should include: (1) How, when and where the "occurrence" or offense took place; (2) The names and addresses of any injured persons and witnesses; and (3) The nature and location of any injury or damage arising out of the "occurrence" or offense. b. Notice Of Claim If a claim is made or "suit" is brought against any insured, you or any additional insured must: (1) Immediately record the specifics of the claim or "suit" and the date received; and (2) Notify us as soon as practicable. You or any additional insured must see to it that we receive a written notice of the claim or "suit" as soon as practicable. c. Assistance And Cooperation Of The Insured You and any other involved insured must: Form SS 00 08 04 05 (1) Immediately send us copies of any demands, notices, summonses or legal papers received in connection with the claim or "suit"; (2) Authorize us to obtain records and other information; (3) Cooperate with us in the investigation, settlement of the claim or defense against the "suit"; and (4) Assist us, upon our request, in the enforcement of any right against any person or organization that may be liable to the insured because of injury or damage to which this insurance may also apply. d. Obligations At The Insured's Own Cost No insured will, except at that insureds own cost, voluntarily make a payment, assume any obligation, or incur any expense, other than for first aid, without our consent. e. Additional Insured's Other Insurance If we cover a claim or "suit" under this Coverage Part that may also be covered by other insurance available to an additional insured, such additional insured must submit such claim or "suit" to the other insurer for defense and indemnity. However, this provision does not apply to the extent that you have agreed in a written contract, written agreement or permit that this insurance is primary and non-contributory with the additional insured's own insurance. f. Knowledge Of An Occurrence, Offense, Claim Or Suit Paragraphs a. and b. apply to you or to any additional insured only when such "occurrence", offense, claim or "suit" is known to: (5) (6) You or any additional insured that is an individual; Any partner, if you or an additional insured is a partnership; Any manager, if you or an additional insured is a limited liability company; Any "executive officer" or insurance manager, if you or an additional insured is a corporation; Any trustee, if you or an additional insured is a trust; or Any elected or appointed official, if you or an additional insured is a political subdivision or public entity. Page 15 of 24 Citygate Associates, LLC.max ,BUSINESS LIABILITY COVERAGE FORM This Paragraph f. applies separately to you and any additional insured. 3. Financial Responsibility Laws a. When this policy is certified as proof of financial responsibility for the future under the provisions of any motor vehicle financial responsibility law, the insurance provided by the policy for "bodily injury" liability and "property damage" liability will comply with the provisions of the law to the extent of the coverage and limits of insurance required by that law. b. With respect to "mobile equipment" to whi:h this insurance applies, we will provide any liability, uninsured motorists, underinsured motorists, no-fault or other coverage required by any motor vehicle law. We will provide the required limits for those coverages. 4. Legal Action Against Us No person or organization has a right under this Coverage Form: a. To join us as a party or otherwise bring us into a "suit" asking for damages from an insured; or b. To sue us on this Coverage Form unless all of its terms have been fully complied with. A person or organization may sue us to recover on an agreed settlement or on a final judgment against an insured; but we will not be liable for damages that are not payable under the terms of this insurance or that are in excess of the applicable limit of insurance. An agreed settlement means a settlement and release of liability signed by us, the insured and the claimant or the claimant's legal representative. 5. Separation Of Insureds Except with respect to the Limits of Insurance, and any rights or duties specifically assigned in this policy to the first Named Insured, this insurance applies: a. As if each Named Insured were the only Named Insured; and b. Separately to each insured against whom a claim is made or "suit" is brought. 6. Representations a. When You Accept This Policy By accepting this policy, you agree: (1) The statements in the Declarations are accurate and complete; (2) Those statements are based upon representations you made to us; and Page 16of24 (3) We have issued this policy in reliance upon your representations. b. Unintentional Failure To Disclose Hazards If unintentionally you should fail to disclose all hazards relating to the conduct of your business at the inception date of this Coverage Part. we shall not deny any coverage under this Coverage Part because of such failure. 7. Other Insurance If other valid and collectible insurance is available for a loss we cover under this Coverage Part, our obligations are limited as follows: a. Primary Insurance This insurance is primary except when b. below applies. If other insurance is also primary, we will share with all that other insurance by the method described in c. below. b. Excess Insurance This insurance is excess over any of the other insurance, whether primary, excess, contingent or on any other basis: (1) Your Work That is Fire, Extended Coverage, Builder's Risk. Installation Risk or similar coverage for "your work"; (2) Premises Rented To You That is fire, lightning or explosion insurance for premises rented to you or temporarily occupied by you with permission of the owner; Tenant Liability That is insurance purchased by you to cover your liability as a tenant for "property damage" to premises rented to you or temporarily occupied by you with permission of the owner; (4) Aircraft, Auto Or Watercraft If the loss arises out of the maintenance or use of aircraft, "autos" or watercraft to the extent not subject to Exclusion g. of Section A. - Coverages. Property Damage To Borrowed Equipment Or Use Of Elevators If the loss arises out of "property damage" to borrowed equipment or the use of elevators to the extent not subject to Exclusion k. of Section A. — Coverages. (3) (5) Form SS 00 08 04 05 Citygate Associates, LLC.max I vPIuICAO IIIOYIGu. vilyaa{C flaaw1a1CO, L.LV Policy Number: 57SBAAZ1255 BUSINESS LIABILITY COVERAGE FORM (6) When You Are Added As An Additional Insured To Other Insurance That is other insurance available to you covering liability for damages arising out of the premises or operations, or products and completed operations, for which you have been added as an additional insured by that insurance: or When You Add Others As An Additional Insured To This Insurance That is other insurance available to an additional insured. However, the following provisions apply to other insurance available to any person or organization who is an additional insured under this Coverage Part: (a) Primary Insurance When Required By Contract This insurance is primary if you have agreed in a written contract, written agreement or permit that this insurance be primary. If other insurance is also primary, we will share with all that other insurance by the method described in c. below. (b) Primary And Non -Contributory To Other Insurance When Required By Contract If you have agreed in a written contract, written agreement or permit that this insurance is primary and non-contributory with the additional insured's own insurance, this insurance is primary and we will not seek contribution from that other insurance. Paragraphs (a) and (b) do not apply to other insurance to which the additional insured has been added as an additional insured. When this insurance is excess, we will have no duty under this Coverage Part to defend the insured against any "suit" if any other insurer has a duty to defend the insured against that "suit". If no other insurer defends, we will undertake to do so, but we will be entitled to the insured's rights against all those other insurers. (7) Form SS 00 08 04 05 When this insurance is excess over other insurance, we will pay only our share of the amount of the loss, if any, that exceeds the sum of: (1) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and (2) The total of all deductible and self - insured amounts under all that other insurance. We will share the remaining loss, if any, with any other insurance that is not described in this Excess Insurance provision and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. c. Method Of Sharing If all the other insurance permits contribution by equal shares, we will follow this method also. Under this approach, each insurer contributes equal amounts until it has paid its applicable limit of insurance or none of the loss remains, whichever comes first. If any of the other insurance does not permit contribution by equal shares, we will contribute by limits. Under this method, each insurer's share is based on the ratio of its applicable limit of insurance to the total applicable limits of insurance of all insurers. 8. Transfer Of Rights Of Recovery Against Others To Us a. Transfer Of Rights Of Recovery If the insured has rights to recover all or part of any payment, including Supplementary Payments, we have made under this Coverage Part, those rights are transferred to us. The insured must do nothing after loss to impair them. At our request, the insured will bring "suit" or transfer those rights to us and help us enforce them. This condition does not apply to Medical Expenses Coverage. b. Waiver Of Rights Of Recovery (Waiver Of Subrogation) If the insured has waived any rights of recovery against any person or organization for all or part of any payment, including Supplementary Payments, we have made under this Coverage Part, we also waive that right, provided the insured waived their rights of recovery against such person or organization in a contract, agreement or permit that was executed prior to the injury or damage. Page 17of24 Citygate Associates, LLC.max g00�' ACORD CERTIFICATE OF LIABILITY INSURANCE DATE (MMIDDIYYYY) 7/9/2008 PRODUCER (801) 325-5000 FAX: (801) 532-2804 Diversified Insurance Brokers of Utah, Inc. 136 E. South Temple Street Suite 2300 Salt Lake City UT 84111 INSURED TriNet HR Corporation 1100 San Leandro Blvd. San Leandro CA 94577 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. INSURERS AFFORDING COVERAGE INSURER A: Wausau Business Insurance NAIC # INSURER B: INSURER C: INSURER D: INSURER E: VTHE POLICIES REQUIREMENT, THE INSURANCE AGGREGATE OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR ADD'L INSRD TYPE OF INSURANCE POLICY NUMBER POLICY EFFECTIVE DATE (MMIDDIYY) POLICY EXPIRATION DATE (MM/DDIYY) LIMITS GENERAL LIABILITY COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ PREMISES (Ea occurrence) $ CLAIMS MADE OCCUR MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $ GENL AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ POLICY I I JECT LOC AUTOMOBILE LIABILITY ANY AUTO ALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON -OWNED AUTOS COMBINED SINGLE LIMIT (Ea accident) $ BODILY INJURY (Per person) $ BODILY INJURY (Per accident) $ PROPERTY DAMAGE (Per accident) $ GARAGE LIABILITY ANY AUTO AUTO ONLY - EA ACCIDENT $ OTHER THAN EA ACC $ AUTO ONLY: AGG $ EXCESS/UMBRELLA LIABILITY - - EACH OCCURRENCE $ OCCUR CLAIMS MADE AGGREGATE $ DEDUCTIBLE RETENTION $ $ $ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? If yes, describe under SPECIAL PROVISIONS below NCK-Z91-443119-f78 7/1/2008 7/1/2009 WC STATU- OTHER TORS LIMITS TH E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 E.L. DISEASE - POLICY LIMIT $ 1,000,000 OTHER DESCRIPTION OF OPERATIONSILOCATIONSNEHICLESIEXCLUSIONS ADDED BY ENDORSEMENT/SPECIAL PROVISIONS Proof of workers' compensation insurance for employees employed by TriNet HR Corporation at Citygate Associates, LLC. A waiver of subrogation is provided on the workers' compensation policy in favor of the City of National City. Project Dates: July 3, 2008 to upon completion; Location: 2100 Hoover Avenue, National City CA 91950. Description of Project: Fire response study. CERTIFICATE HOLDER CANCELLATION City of National City 2100 Hoover Avenue National City, CA 91950 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING INSURER WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO DO SO SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE INSURER, ITS AGENTS OR REPRESENTATIVES. AUTHORIZED REPRESENTATIVE Jeff Utz/JA ACORD 25 (2001/08) IPJCM4 ©ACORD CORPORATION 1988 RESOLUTION NO. 2008 — 140 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY AUTHORIZING THE MAYOR TO EXECUTE AN AGREEMENT WITH CITYGATE ASSOCIATES, LLC IN THE AMOUNT OF $39,500 TO CONDUCT A MASTER PLAN STUDY FOR THE FIRE DEPARTMENT WHEREAS, the City of National City desires to employ a contractor to conduct a Master Plan Study for the Fire Department; and WHEREAS, after conducting an RFP process, the City has determined that CityGate Associates, LLC is qualified by experience and ability to perform the services desired by the City, and is willing to perform such services for the amount of $39,500. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of National City hereby authorizes the Chairman to execute an Agreement with CityGate Associates, LLC in the amount of $39,500 to conduct a Master Plan Study for the Fire Department. Said Agreement is on file in the office of the City Clerk PASSED and ADOPTED this 15th day of July, 20 Ron Morrison, Mayor ATTEST: Ii Michel R. Dalla, ty Clerk APPROVED AS TO FORM: George H. Eiser, III City Attorney Passed and adopted by the Council of the City of National City, California, on July 15, 2008 by the following vote, to -wit: Ayes: Councilmembers Morrison, Natividad, Parra, Ungab, Zarate. Nays: None. Absent: None. Abstain: None. AUTHENTICATED BY: RON MORRISON Mayor of the City of National City, California City Clerl(of the City of N#itional City, California By: Deputy I HEREBY CERTIFY that the above and foregoing is a full, true and correct copy of RESOLUTION NO. 2008-140 of the City of National City, California, passed and adopted by the Council of said City on July 15, 2008. City Clerk of the City of National City, California By: Deputy City of National City, California COUNCIL AGENDA STATEMENT July 15, 2008 MEETING DATE 8 AGENDA ITEM NO. (ITEM TITLE Resolution accepting a proposal from CityGate Associates, LLC, to conduct a Master Plan Study for the Fire Department, in the amount of $39,500.00 PREPARED BY Brenda E. Hodges, C. P Rod Juniel, Fire Chi EXPLANATION Purchasing Dept. EXT.x4570 Fire Department x4550 Request for Proposal #GS0708-3 was issued to hire a consultant to conduct a Master Plan (Response Time) Study for the Fire Department. Proposal packages were mailed to ten (10) vendors, netting four (4) responses. Proposals were due 5/27/08. The Purchasing Department conducted the initial review, and determined that all four responses met the minimum qualifications, and were therefore eligible for competitive evaluation. A review/selection committee consisting of a Management Analyst, Firefighter and Battalion Chief from the Fire Department, individually scored the proposals, and rated the responses based on past experience, thoroughness of proposal, staff qualifications, references and cost. The proposal from CityGate Associates was ranked the highest by all three evaluators. The proposals were scored (maximum 100 points possible), and ranked in the following order: CityGate Associates: 98 points ESCI: 88 points Deccan International: 79 points Matrix: 73 points The Fire Department recommends awarding the contract to CityGate Associates, in the amount of $39,500.00 Environmental Review _ N/A • MIS Approval Financial Statement FY08 funds have been encumbered Approved By: Finance Director 001-412-125-299 Account No. STAFF RECOMMENDATION Recommend that the award be made to CityGate Associates, LLC, and that authority be given to the Purchasing Agent to issue resulting purchase order. BOARD / COMMISSION RECOMMENDATION not applicable ATTACHMENTS ( Listed Below ) Resolution Resolution No. a o o y A-200 (Rev. 7/03) City of National City Office of the City Clerk 1243 National City Boulevard, National City, CA 91950-4397 Michael R. Dalla, CMC - City Clerk (619) 336-4228 Fax: (619) 336-4229 July 17, 2008 Mr. David DeRoos President Citygate Associates, LLC 2250 E. Bidwell Street #100 Folsom, CA 95630 Dear Mr. DeRoos, On July 15th, 2008, Resolution No. 2008-140 was passed and adopted by the City Council of the City of National City, authorizing execution of an agreement with Citygate Associates, LLC. We are forwarding for your records a certified copy of the above Resolution and a fully executed copy of the agreement. Michael R. Dalla, CMC City Clerk Enclosures cc: Purchasing Dept. ® Recycled Paper