1 2025
PROFESSIONAL SERVICES AGREEMENT
(Engagement: Development of City of Bell Gardens Strategic Plan) (Parties: MIG, Inc. and City of Bell Gardens)
THIS PROFESSIONAL SERVICES AGREEMENT (hereinafter, “Agreement”) is made and entered into this ___________ day of __________________ 2025 (hereinafter, the “Effective Date”) by and between the CITY OF BELL GARDENS, a municipal corporation (hereinafter, “CITY”) and MIG, INC. (hereinafter, “CONSULTANT”). For the purposes of this Agreement, CITY and CONSULTANT may be referred to collectively by the capitalized term “Parties. ” The capitalized term “Party” may refer to CITY or CONSULTANT interchangeably, as appropriate.
RECITALS
WHEREAS, CITY requires professional consulting services for the development of the City of Bell Gardens Strategic Plan; and
WHEREAS, CITY staff has determined that CONSULTANT possesses the experience, skills and training necessary to competently pr ovide such services to CITY; and
WHEREAS, the execution of this Agreement was approved by the Bell Gardens City Council at its Regular Meeting.
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions herein contained, CITY and CONSULTANT agree as follows:
I.
ENGAGEMENT TERMS
1.1 SCOPE OF WORK:
A. Subject to the terms and conditions of this Agreement, CONSULTANT agrees to provide the services and tasks described in that certain Request for Proposals of CITY entitled “ Request for Proposals for City of Bell Gardens Strategic Plan” (hereinafter, “CITY RFP”) dated January 16, 2025, and the written proposal of CONSULTANT entitled “ City of Bell Gardens Strategic Plan Proposal” (hereinafter, the “CONSULTANT Proposal”) dated February 13, 2025 . The CITY RFP and the CONSULTANT Proposal are attached and incorporated hereto as Exhibit “A” and “B” respectively. The term “Scope of Work” shall be a collective reference to the CITY RFP and the CONSULTANT P roposal. The capitalized term “Work” shall be a collective reference to all the various services and tasks referenced in the Scope of Work. In the event of any conflict or inconsistency between the provisions of the document entitled CITY RFP and the provisions of the document entitled CONSULTANT P roposal, the requirements of the document entitled CITY RFP shall govern and control but only to the extent
2 of the conflict or inconsistency and no further. In the event of any conflict or inconsistency between the provisions of the Scope of Work and the provisions of this Agreement to which the Scope of Work is attached, the provisions of this Agreement shall govern and control.
1.2 PROSECUTION OF WORK:
A. Time is of the essence of this Agreement and each and every provision contained herein. The Work shall be commenced within three (3) calendar days of CITY’s issuance of a Notice to Proceed. CONSULTANT shall complete the various tasks identified in the Sc ope of Work within the timeframes set forth in the Scope of Work and shall complete all of the Work by or before August 15, 2025 (the “Completion Date”);
B. CONSULTANT shall cooperate with CITY and in no manner interfere with the work of CITY, its employees or other consultants, contractors or agents;
C. CONSULTANT shall not claim or be entitled to receive any compensation or damage because of the failure of CONSULTANT, or its subconsultants, to have related services or tasks completed in a timely manner;
D. CONSULTANT shall at all times enforce strict discipline and good order among CONSULTANT’s employees; and
E. CONSULTANT, at its sole expense, shall pay all sales, consumer, use or other similar taxes required by law.
1.3 COMPENSATION: CONSULTANT shall perform the Work in accordance with “City of Bell Gardens Strategic Plan Estimated Project Cost ”. The foregoing notwithstanding, CONSULTANT’s total compensation for the pe rformance of all Work contemplated under this Agreement, will not exceed the total budgeted aggregate sum of FIFTY-NINE THOUSAND NINE HUNDRED NINETY -SIX DOLLARS ($59,996) (hereinafter, the “Not -to-Exceed Sum”) during the prosecution of this Agreement, unless such added expenditure is first approved by the City Council. In the event CONSULTANT’s charges are projected to exceed the Not -to-Exceed Sum prior to the expiration of this Agreement , CITY may suspend CONSULTANT’s performance pending CITY approval of any anticipated expenditures in excess of the Not -to-Exceed Sum or any other CITY approved amendment to the compensation terms of this Agreement.
1.4 PAYMENT OF COMPENSATION: Following the conclusion of the work requested in Section 1.1, CONSULTANT shall submit to CITY an itemized invoice indicating the services performed and tasks completed during the recently concluded calendar month, including services and tasks performed and the reimbursable out- of-pocket expenses incurred. If the amount of CONSULTANT ’s compensation is a function of hours work ed by CONSULTANT ’s personnel, the invoice should indicate the number of hours worked, the persons responsibl e for performing the Work, the rate of compensation at which such services and tasks were performed, the subtotal for each task and service performed and a grand total for all services
3 performed. Within thirty (30) calendar days of receipt of each invoice, CITY will notify CONSULTANT in writing of any dispute d amounts included in the invoice.
Within forty-five (45) calendar days of receipt of each invoice, CITY will pay all undisputed amounts included on the invoice. CITY will not withhold applicable taxes or other authorized deductions from payments made to CONSULTANT.
1.5 ACCOUNTING RECORDS: CONSULTANT will maintain complete and accurate records with respect to all matters covered under this Agreement for a period of three (3) years after the expiration or termination of this Agreement. CITY will have the right to access and examine such records, without charge, during normal business hours. CITY will further have the right to audit such records, to make transcripts therefrom and to inspect all program data, documents, proceedings, and activities.
1.6 ABANDONMENT BY CONSULTANT: In the event CONSULTANT ceases to perform the Work agreed to under this Agreement or otherwise abandons the undertaking contemplated herein prior to the expiration of this Agreement or prior to completion of any or all tasks set forth in the Scope of Work, CONSULTANT will deliver to CITY immediately and without delay, all materials, records and other work product prepared or obtained by CONSULTANT in the performance of this Agreement. Furthermore, CONSULTANT will only be compens ated for the reasonable value of the services, tasks and other Work performed up to the time of cessation or abandonment, less a deduction for any damages, costs or additional expenses which CITY may incur as a result of CONSULTANT’s cessation or abandonment.
II.
PERFORMANCE OF AGREEMENT
2.1 CITY’S REPRESENTATIVE: The CITY hereby designates Michael B. O’Kelly, City Manager (hereinafter, the “City Representative”) to act as its representative for the performance of this Agreement. The City Representative or their designee will act on behalf of the CITY for all purposes under this Agreement. CONSULTANT will not accept directions or orders from any person other than the City Representative or their designee.
2.2 CONSULTANT REPRESENTATIVE: CONSULTANT hereby designat es Esmeralda Garcia, Principal -in-Charge, to act as its representative for the performance of this Agreement (hereinafter, “ Consultant Representative”).
Consultant Representative will have full authority to represent and act on behalf of the CONSULTANT for all purposes under this Agreement. Consultant Representative or their designee will supervise and direct the performance of the Work, using their best skill and attention, and will be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Work under this Agreement. Notice to the Consultant Representative will constitute notice to CONSULTANT.
2.3 COORDINATION OF SERVICE; CONFORMANCE WITH REQUIREMENTS :
CONSULTANT agrees to work closely with CITY staff in the performance of the
4 Work and this Agreement and will be available to CITY staff and the City Representative at all reasonable times. All work prepared by CONSULTANT will be subject to inspection and approval by City Representative or their designees.
2.4 STANDARD OF CARE; PERFORMANCE OF EMPLOYEES : CONSULTANT represents, acknowledges and agrees to the following:
A. CONSULTANT will perform all W ork skillfully, competently and to the highest standards of CONSULTANT’s profession;
B. CONSULTANT shall at all times employ such force, plant, materials, and tools as will be sufficient in the opinion of the CITY to perform the Services within the time limits established, and as provided herein. It is understood and agreed that said tools, e quipment, apparatus, facilities, labor, and material shall be furnished and said Services performed and completed as required by the Agreement, and subject to the approval of the CITY’s authorized representative;
C. CONSULTANT will perform all Work in a manner reasonably satisfactory to the CITY;
D. CONSULTANT will comply with all applicable federal, state and local laws and regulations, including the conflict of int erest provisions of Government Code Section 1090 and the Political Reform Act (Government Code Section 81000 et seq.). CONSULTANT shall be liable for all violations of such laws and regulations in connection with Services. If CONSULTANT performs any work knowing it to be contrary to such laws, rules and regulations, CONSULTANT shall be solely responsible for all costs arising therefrom;
E. CONSULTANT understands the nature and scope of the Work to be performed under this Agreement as well as any and all schedules of performance;
F. All of CONSULTANT’s employees and agents possess sufficient skill, knowledge, training and experience to perform those services and tasks assigned to them by CONSULTANT; and
G. All of CONSULTANT’s employees and agents (including, but not limited to, subcontractors and subconsultants) possess all licenses, permits, certificates, qualifications and approvals of whatever nature that are legally required to perform the tasks and services contemplated under this Agreement and all such licenses, permits, certificates, qualifications and approvals will be maintained throughout the term of this Agreement and made available to CITY for copying and inspection.
The Parties acknowledge and agree that CONSULTANT will perform, at CONSULTANT’s own cost and expense and without any reimbursement from CITY, any services necessary to correct any errors or omissions caused by CONSULTANT’s failure to comply with the standard of care set forth under this
5 Section or by any like failure on the part of CONSULTANT’s employees, agents, contractors, subcontractors and subconsultants. Such effort by CONSULTANT to correct any errors or omissions will be commenced immediately upon their discovery by either Party and will be completed within seven (7) calendar days from the date of discovery or such other extended period of time authorized by the City Representative in writing and in their sole and absolute discretion. The Parties acknowledge and agree that CITY’s a cceptance of any work performed by CONSULTANT or on CONSULTANT’s behalf will not constitute a release of any deficiency or delay in performance. The Parties further acknowledge, understand and agree that CITY has relied upon the foregoing representations of CONSULTANT, including but not limited to the representation that CONSULTANT possesses the skills, training, knowledge and experience necessary to perform the Work skillfully, competently and to the highest standards of CONSULTANT’s profession.
2.5 ASSIGNMENT: The skills, training, knowledge and experience of CONSULTANT are material to CITY’s willingness to enter into this Agreement. Accordingly, CITY has an interest in the qualifications and capabilities of the person(s) who will perform the services and tasks to be undertaken by CONSULTANT or on behalf of CONSULTANT in the performance of this Agreement. In recognition of this interest, CONSULTANT agrees that it will not assign or transfer, either directly or indirectly or by operation of law, this Agreement or the performance of any of CONSULTANT’s duties or obligations under this Agreement without the prior written consent of the CITY. In the absen ce of CITY’s prior written consent, any attempted assignment or transfer will be ineffective, null and void and will constitute a material breach of this Agreement.
2.6 SUBSTITUTION OF KEY PERSONNEL : CONSULTANT has represented to CITY that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, CONSULTANT may substitute other personnel of at least equal competence upon written approval of CITY. In the event that CITY and CONSULTANT cannot agree as to the substitution of key personnel, CITY shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the CITY, or who are determined by the CITY to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the CONSULTANT at the request of the CITY.
2.7 CONTROL AND PAYMENT OF SUBORDINATES; INDEPENDENT
CONTRACTOR: The Work will be performed by CONSULTANT or under CONSULTANT’s strict supervision. CONSULTANT will determine the means, methods and details of performing the Work subject to the requirements of this Agreement. CITY retains CONSULTANT on an independent contractor basis and not as an employee. CONSULTANT reserves the right to perform similar o r different services for other principals during the term of this Agreement, provided such work does not unduly interfere with CONSULTANT’s competent and timely performance of the Work contemplated under this Agreement and provided the
6 performance of such services does not result in the unauthorized disclosure of CITY’s confidential or proprietary information. Any additional personnel performing the Work under this Agreement on behalf of CONSULTANT are not employees of CITY and will at all times be under CONSULTANT’s exclusive direction and control. CONSULTANT will pay all wages, salaries and other amounts due to such personnel and will assume responsibility for all benefits, payroll taxes, Social Security and Medicare payments and the like. CONSULTANT will be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: Social Security taxes, income tax withholding, unemployment insurance, disability insurance, workers’ compensation insurance and the like.
2.8 REMOVAL OF EMPLOYEES OR AGENTS : If any of CONSULTANT’s officers, employees, agents, contractors, subcontractors or subconsultants is determined by the City Representative to be uncooperative, incompetent, a threat to the adequate or timely performance of the tasks assigned to CONSULTANT, a threat to persons or property, or if any of CONSULTANT’s officers, employees, agents, contractors, subcontractors or subconsultants fail or refuse to perform the Work in a manner acceptable to the CITY, such officer, employee, agent, contractor, subcontractor or subconsultant will be promptly removed by CONSULTANT and will not be reassigned to perform any of the Work.
2.9 COMPLIANCE WITH LAWS : CONSULTANT will keep itself informed of and in compliance with all applicable federal, state or local laws to the extent such laws control or otherwise govern the performance of the Work. CONSULTANT’s compliance with applicable laws will include, without limitation, compliance with all applicable Cal/OSHA requirements and applicable regulations of the Federal Department of Housing and Urbanization.
2.10 NON-DISCRIMINATION: CONSULTANT represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.
2.11 INDEPENDENT CONTRACTOR STATUS: The Parties acknowledge, understand and agree that CONSULTANT and all persons retained or employed by CONSULTANT are, and will at all times remain, wholly independent contractors and are not officials, officers, employees, departments or subdivisions of CITY.
CONSULTANT will be solely responsible for the negligent acts and/or omissions of its employees, agents, contractors, subcontractors and subconsultants.
CONSULTANT and all persons retained or employed by CONSULTANT will have no authority, express or implied, to bind CITY in any manner, nor to incur any obligation, debt or liability of any kind on behalf of, or against, CITY, whether by contract or otherwise, unless such authority is expressly conferred to CONSULTANT under this Agreement or is otherwise expressly conferred by CITY in writing.
7 III.
INSURANCE
3.1 DUTY TO PROCURE AND MAINTAIN INSURANCE: Prior to the beginning of and throughout the duration of the Work, CONSULTANT will procure and maintain policies of insurance that meet the requirements and specifications set forth under this Article. CONSULTANT will procure and maintain the following insuran ce coverage, at its own expense:
A. Commercial General Liability Insurance : CONSULTANT will procure and maintain Commercial General Liability Insurance (“CGL Coverage”) as broad as Insurance Services Office Commercial General Liability coverage (occurrence Form CG 0001) or its equivalent . Such CGL Coverage will have minimum limits of no less than One Million Dollars ($1,000,000.00) per occurrence and Two Million Dollars ($2,000,000.00) in the general aggregate for bodily injury, personal injury, property damage, operations, products and completed operations, and contractual liability.
B. Automobile Liability Insurance : CONSULTANT will procure and maintain Automobile Liability Insurance as broad as Insurance Services Office Form Number CA 0001 covering Automobile Liability, Code 1 (any auto). Such Automobile Liability Insurance shall have minimum limits of no less than One Million Dollars ($ 1,000,000.00) per accident for bodily injury and property damage.
C. Workers’ Compensation Insurance/ Employer’s Liability Insurance: A policy of workers’ compensation insurance in such amount as will fully comply with the laws of the State of California and which will indemnify, insure and provide legal defense for both CONSULTANT and CITY against any loss, claim or damage arising from any injuries or occupational diseases occurring to any worker employed by or any persons retained by CONSULTANT in the course of carrying out the Work contemplated in this Agreement.
D. Errors & Omissions Insurance: For the full term of this Agreement and for a period of three (3) years thereafter, CONSULTANT will procure and maintain Errors and Omissions Liability Insurance appropriate to CONSULTANT’s profession. Such coverage will have minimum limits of no less than One Million Dollars ($1,000,000.00) per claim.
3.2 ADDITIONAL INSURED REQUIREMENTS : The CGL Coverage and the Automobile Liability Insurance will contain an endorsement naming the CITY and CITY’s elected and appointed officials, officers, employees, agents and volunteers as additional insureds.
3.3 REQUIRED CARRIER RATING : All varieties of insurance required under this Agreement will be procured from insurers admitted in the State of California and authorized to issue policies directly to California insureds. Except as otherwise
8 provided elsewhere under this Article, all required insurance will be procured from insurers who, according to the latest edition of the Best ’s Insurance Guide, have an A.M. Best’s rating of no less than A:VII. CITY may also accept policies procured by insurance carriers with a Standard & Poor ’s rating of no less than BBB according to the latest published edition the Standard & Poor’s rating guide. As to Workers’ Compensation Insurance/ Employer ’s Liability Insurance, the CITY Representative is authorized to authorize lower ratings than those set forth in this Section.
3.4 PRIMACY OF CONSULTANT’S INSURANCE: All polic ies of insurance provided by CONSULTANT will be primary to any coverage available to CITY or CITY’s elected or appointed officials, officers, employees, agents or volunteers. Any insurance or self -insurance maintained by CITY or CITY’s elected or appointed officials, officers, employees, agents or volunteers will be in excess of CONSULTANT’s insurance and will not contribute with it.
3.5 WAIVER OF SUBROGATION: All insurance coverage provided pursuant to this Agreement will not prohibit CONSULTANT or CONSULTANT’s officers, employees, agents, s ubcontractors or subconsultants from waiving the right of subrogation prior to a loss. CONSULTANT hereby waives all rights of subrogation against CITY, its officials, officers, employees, agents and volunteers.
3.6 VERIFICATION OF COVERAGE : CONSULTANT acknowledges, understands and agrees, that CITY’s ability to verify the procurement and maintenance of the insurance required under this Article is critical to safeguarding CITY’s financial well-being and, indirectly, the collective well -being of the residents of the CITY.
Accordingly, CONSULTANT warrants, represents and agrees that it will furnish CITY with original certificates of insurance and endorsements evidencing the coverage required under this Article on forms satisfactory to CITY in its sole and absolute discretion. The certificates of insurance and endorsements for each insurance policy will be signed by a person authorized by that insurer to bind coverage on its behalf, and will be on forms provided by the CITY if requested. All certificates of insurance and endorsements will be received and approved by CITY as a condition precedent to CONSULTANT’s commencement of any Work. Upon CITY’s written request, CONSULTANT will also provide CITY with certified copies of all required insurance policies and endorsements.
3.7 FAILURE TO MAINTAIN COVERAGE : In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, CITY has the right but not the duty to obtain the insu rance it deems necessary and any premium paid by CITY will be promptly reimbursed by CONSULTANT or CITY will withhold amounts sufficient to pay premium from CONSULTANT payments. In the alternative, CITY may cancel this Agreeme nt effective upon notice.
3.8 SPECIAL RISKS OR CIRCUMSTANCES. CITY reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
9 IV.
INDEMNIFICATION
4.1 The Parties agree that CITY and CITY’s elected and appointed officials, officers, employees, agents and volunteers (hereinafter, the “City Indemnitees”) should, to the fullest extent permitted by law, be protected from any and all loss, injury, damage, claim, lawsuit, cost, expense, attorneys’ fees, litigation costs, or any other cost arising out of or in any way related to the performance o f this Agreement. Accordingly, the provisions of this indemnity provision are intended by the Parties to be interpreted and construed to provide the City Indemnitees with the fullest protection possible under the law. CONSULTANT acknowledges that CITY wou ld not enter into this Agreement in the absence of CONSULTANT’s commitment to indemnify, defend and protect CITY as set forth herein .
Notwithstanding the foregoing, to the extent CONSULTANT’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to Claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT.
CONSULTANT’s obligation to indemnify shall not be re stricted to insurance proceeds, if any, received by the CITY, its officials, officers, employees, agents or volunteers.
4.2 To the fullest extent permitted by law, CONSULTANT shall indemnify, hold harmless and defend the C ity Indemnitees from and against all liability, loss, damage, expense, cost (including without limitation reasonable attorneys’ fees, expert fees and all other costs, and fees of litigation) of every nature arising out of or in connection with CONSULTANT’s performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage which is caused by the negligence or willful misconduct of the CITY.
4.3 CITY shall have the right to offset against the amount of any compensation due to CONSULTANT under this Agreement, any amount due to CITY from CONSULTANT as a result of CONSULTANT’s failure to either pay CITY promptly for any costs associated with CONSULTA NT’s obligations to indemnify the C ity Indemnitees under this Article, or related to CONSULTANT’s failure to either (i) pay taxes on amounts received pursuant to this Agreement , or (ii) comply with applicable workers’ compensation laws.
4.4 The obligations of CONSULTANT under this Article will not be limited by the provisions of any workers’ compensation act or similar act. CONSULTANT expressly waives its statutory immunity under such statutes or laws as to CITY and CITY’s elected and appoin ted officials, officers, employees, agents, and volunteers.
4.5 CONSULTANT agrees to obtain executed indemnity agreements with provisions identical to those set forth herein this Article from each and every subcontractor or any other person or entity involved by, for, with or on behalf of CONSULTANT in the performance of this Agreement. In the event CONSULTANT fails to obtain such indemnity obligations from others as required herein, CONSULTANT agrees
10 to be fully responsible and indemnify, hold harmless and defend CITY and CITY’s elected and appointed officials, officers, employees, agents, and volunteers from and against any and all claims and losses, costs or expenses for any damage due to death or in jury to any person and injury to any property resulting from any alleged intentional, reckless, negligent, or otherwise wrongful acts, errors or omissions of CONSULTANT’s subcontractors or any other person or entity involved by, for, with or on behalf of C ONSULTANT in the performance of this Agreement. Such costs and expenses shall include reasonable attorneys’ fees incurred by counsel of CITY’s choice.
4.6 CITY does not, and shall not waive any rights that it may possess against CONSULTANT because of the acceptance by CITY, or the deposit with CITY, of any insurance policy or certificate required pursuant to this Agreement. This hold harmless and indemnific ation provision shall apply regardless of whether or not any insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost, or expense.
4.7 This Article and all provisions contained herein (including but not limited to the duty to indemnify, defend, and hold free and harmless) shall survive the termination or normal expiration of this Agreement and is in addition to any other rights or remedies which the CITY may have at law or in equity.
V.
TERMINATION
5.1 TERMINATION WITHOUT CAUSE : CITY may immediately terminate this Agreement at any time for convenience and without cause by giving prior written notice of CITY’s intent to terminate this Agreement which notice shall specify the effective date of such termination . Upon such termination for convenience , CONSULTANT will be compensated only for those services and tasks which have been performed by CONSULTANT up to the effective date of the termination.
CONSULTANT may not terminate this Agreement except for cause as provided under Section 5.2, below. If this Agreement is terminated as provided herein, CITY may require CONSULTANT to provide all finished or unfinished Documents and Data, as defined in Section 6.1, below, and other information of any kind prepared by CONSULTANT in connection with the performance of the Work.
CONSULTANT will be required to provide such Documents and Data within fifteen (15) calendar days of CITY’s written request. No actual or asserted breach of this Agreement on the part of CITY pursuant to Section 5.2, below, will operate to prohibit or otherwise restrict CITY’s ability to terminate this Agreement for convenience as provided under this Section.
5.2 EVENTS OF DEFAULT; BREACH OF AGREEMENT:
A. In the event either Party fails to perform any duty, obligation, service or task set forth under this Agreement (or fails to timely perform or properly perform any such duty, obligation, service or task set forth under this Agreement), an event of default (hereinafter, “Event of Default”) will occur. For all Events of Default, the Party alleging an Event of Default will give written notice to
11 the defaulting Party (hereinafter referred to as a “Default Notice”) which will specify: (i) the nature of the Event of Default; (ii) the action required to cure the Event of Default; (iii) a date by which the Event of Default will be cured, which will not be less than the applicable cure period set forth under Sections 5.2(B) and 5.2(C), below, or if a cure is not reasonably possible within the applicable cure period, to begin such cure and diligently prosecute such cure to completion. The Event of Default will constitute a breach of this Agreement if the defaulting Party fails to cure the Event of Default within the applicable cure period or any extended cure period allowed under this Agreement.
B. CONSULTANT will cure the Event of Default within the following time periods:
i. Within ten (10) business days of CITY’s issuance of a Default Notice for any failure of CONSULTANT to timely provide CITY or CITY’s employees or agents with any information and/or written reports, documentation or work product which CONSULTANT is obligated to provide to CITY or CITY’s employees or agents under this Agreement.
Prior to the expiration of the 10-day cure period, CONSULTANT may submit a written request for additional time to cure the Event of Default upon a showing that CONSULTANT has commenced efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 10-day cure period. The foregoing notwithstanding, CITY will be under no obligation to grant additional time for the cure of an Event of Default under this Section 5.2 (B)(i) that exceeds seven (7) calendar days from the end of the initial 10-day cure period; or
ii. Within fourteen (14) calendar days of CITY’s issuance of a Default Notice for any other Event of Default under this Agreement. Prior to the expiration of the 14 -day cure period, CONSULTANT may submit a written request for additional time to cure the Event of Default upon a showing that CONSULTANT has commenced efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 14-day cure period. The foregoing notwithstanding, CITY will be under no obligation to grant additional time for the cure of an Event of Default under this Section 5.2 (B)(ii) that exceeds thirty (30) calendar days from the end of the initial 14-day cure period.
In addition to any other failure on the part of CONSULTANT to perform any duty, obligation, service or task set forth under this Agreement (or the failure to timely perform or properly perform any such duty, obligation, service or task), an Event of Default on the part of CONSULTANT will include, but will not be limited to the following: (i) CONSULTANT ’s refusal or failure to perform any of the services or tasks called for under the Scope of Work; (ii) CONSULTANT’s failure to fulfill or perform its obligat ions under this Agreement within the specified time or if no time is speci fied, within a reasonable time; (iii) CONSULTANT’s and/or its employees ’ disregard or violation of any federal, state, local law, rule, procedure or regulation; (iv)
12 the initiation of proceedings under any bankruptcy, insolvency, receivership, reorganization, or similar legislation as relates to CONSULTANT, whether voluntary of involuntary; (v) CONSULTANT’s refusal or failure to perform or observe any covenant, condition, obligation or provision of this Agreement; and/or (vii) CITY’s discovery that a statement representation or warranty by CONSULTANT relating to this Agreement is false, misleading or erroneous in any material respect.
C. CITY will cure any Event of Default asserted by CONSULTANT within forty- five (45) calendar days of CONSULTANT ’s issuance of a Default Notice, unless the Event of Default cannot r easonably be cured within the 45 -day cure period. Prior to the expiration of the 45-day cure period, CITY may submit a written request for additional time to cure the Event of Default upon a showing that CITY has commenced its efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 45-day cure period. The foregoing notwithstanding, an Event of Default dealing with CITY’s failure to timely pay any undisputed sums to CONSULTANT as provided under Section 1. 4, above, will be cured by CITY within five (5) calendar days from the date of CONSULTANT’s Default Notice to CITY.
D. CITY, in its sole and absolute discretion, may also immediately suspend CONSULTANT’s performance under this Agreement pending
CONSULTANT’s cure of any Event of Default by giving CONSULTANT written notice of CITY’s intent to suspend CONSULTANT ’s performance (hereinafter, a “Suspension Notice”). CITY may issue the Suspension Notice at any time upon the occurrence of an Event of Default. Upon such suspension, CONSULTANT will be compensated only for those services and tasks which have been rendered by CONSULT ANT to the reasonable satisfaction of CITY up to the effective date of the suspension. No actual or asserted breach of this Agreement on the part of CITY will operate to prohibit or otherwise restrict CITY’s ability to suspend this Agreement as provided herein.
E. No waiver of any Event of Default or breach under this Agreement will constitute a waiver of any other or subsequent Event of Default or breach .
No waiver, benefit, privilege, or service voluntarily given or performed by a Party will give the other Party any contractual rights by custom, estoppel, or otherwise.
F. The duties and obligation s imposed under this Agreement and the rights and remedies available hereunder will be in addition to and not a limitation of any duties, obligations, rights and remedies otherwise imposed or available by law. In addition to any other remedies available to CITY at law or under this Agreement in the event of any breach of this Agreement, CITY, in its sole and absolute discretion, may also pursue any one or more of the following remedies:
i. Upon written notice to CONSULTANT, the CITY may immediately terminate this Agreement in whole or in part;
13 ii. Upon written notice to CONSULTANT, the CITY may extend the time of performance;
iii. The CITY may proceed by appropriate court action to enforce the terms of the Agreement to recover damages for CONSULTANT ’s breach of the Agreement or to terminate the Agreement; or
iv. The CITY may exercise any other available and lawful right or remedy.
CONSULTANT will be liable for all legal fees plus other costs and expenses that CITY incurs upon a breach of this Agreement or in the CITY’s exercise of its remedies under this Agreement.
G. In the event CITY is in breach of this Agreement, CONSULTANT’s sole remedy will be the suspension or termination of this Agreement and/or the recovery of any unpaid sums lawfully owed to CONSULTANT under this Agreement for completed services and tasks.
5.3 SCOPE OF WAIVER: No waiver of any default or breach under this Agreement will constitute a waiver of any other default or breach, whether of the same or other covenant, warranty, agreement, term, condition, duty or requirement contained in this Agreement. No waiver, benefit, privilege, or service voluntarily given or performed by a Party will give the other Party any contractual rights by custom, estoppel, or otherwise.
5.4 SURVIVING ARTICLES, SECTIONS AND PROVISIONS: The termination of this Agreement pursuant to any provision of this Article or by normal expiration of its term or any extension thereto will not operate to terminate any Article, Section or provision contained herein which provides that it will survive the termination or normal expiration of this Agreement.
VI.
MISCELLANEOUS PROVISIONS
6.1 DOCUMENTS & DATA; LICENSING OF INTELLECTUAL PROPERTY : All Documents and Data will be and remain the property of CITY without restriction or limitation upon their use or dissemination by CITY. For purposes of this Agreement, the term “Documents and Data” means and includes all reports, analyses, correspondence, plans, designs, notes, summaries, strategies, charts, schedules, spreadsheets, calculations, lists, data compilations, documents or other materials developed and/or assembled by or on behalf of CONS ULTANT in the performance of this Agreement and fixed in any tangible medium of expression, including but not limited to Documents and Data stored digitally, magnetically and/or electronically. This Agreement creates, at no cost to CITY, a perpetual license for CITY to copy, use, reuse, disseminate and/or retain any and all copyrights, designs, and other intellectual property embodied in all Documents and Data. CONSULTANT will require all subcontractors and subconsultants working on behalf of CONSULTANT i n the performance of this Agreement to agree in
14 writing that CITY will be granted the same right to copy, use, reuse, disseminate and retain Documents and Data prepared or assembled by any subcontractor or subconsultant as applies to Documents and Data prepared by CONSULTANT in the performance of this Agreement.
6.2 CONFIDENTIALITY: All data, documents, discussion, or other information developed or received by CONSULTANT or provided for performance of this Agreement are deemed confidential and will not be disclosed by CONSULTANT without prior written consent by CITY. CITY will grant such consent of disclosure as legally required. Upon request, all CITY data will be returned to CITY upon the termination or expiration of this Agreement. CONSULTANT will not use CITY’s name or insignia, photographs, or any publicity pertaining to the Work in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of CITY.
6.3 FALSE CLAIMS ACT : CONSULTANT warrants and represents that neither CONSULTANT nor any person who is an officer of, in a managing position with, or has an ownership interest in CONSULTANT has been determined by a court or tribunal of competent jurisdiction to have violated the False Claims Act, 31 U.S.C., Section 3789 et seq. and the California Fals e Claims Act, Government Code Section 12650 et seq.
6.4 NOTICES: All notices permitted or required under this Agreement will be given to the respective Parties at the following addresses, or at such other address as the respective Parties may provide in writing for this purpose:
CONSULTANT: CITY:
MIG, Inc.
21 Miller Alley, Suite 210
Pasadena, CA 91105
Attn: Esmeralda Garcia
Phone: 626-744-9872
City of Bell Gardens
7100 S. Garfield Avenue
Bell Gardens, CA 90201
Attn: Michael B. O’Kelly,
City Manager
Phone: 562-806-7700
Such notices will be deemed effective when personally delivered or successfully transmitted by facsimile as evidenced by a fax confirmation slip or when mailed, forty-eight (48) hours after deposit with the United States Postal Service, first class postage prepaid and addressed to the Party at its applicable address.
6.5 COOPERATION; FURTHER ACTS : The Parties will fully cooperate with one another, and will take any additional acts or sign any additional documents as are reasonably necessary, appropriate or convenient to achieve the purposes of this Agreement.
6.6 SUBCONTRACTING: CONSULTANT will not subcontract any portion of the Work required by this Agreement, except as expressly stated herein, without the prior written approval of CITY. Subcontracts (including without limitation subcontracts with subconsultants), if any, will contain a provision making them subject to all provisions stipulated in this Agreement, including provisions relating to insurance
15 requirements and indemnification.
6.7 CITY’S RIGHT TO EMPLOY OTHER CONSULTANTS: CITY reserves the right to employ other contractors in connection with the various projects worked upon by CONSULTANT.
6.8 PROHIBITED INTERESTS: CONSULTANT warrants, represents and maintains that it has not employed nor retained any company or person, other than a bona fide employee working solely for CONSULTANT, to solicit or secure this Agreement. Further, CONSULTANT warrants and represents that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for CONSULTANT, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, CITY will have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of CITY, during the term of his or her service with CITY, will have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
6.9 TIME IS OF THE ESSENCE: Time is of the essence for each and every provision of this Agreement.
6.10 GOVERNING LAW AND VENUE : This Agreement will be interpreted and governed according to the laws of the State of California. In the event of litigation between the Parties, venue, without exception, will be in the Los Angeles County Superior Court of the State of California. If, and only if, applicable law requires that all or part of any such litigation be tried exclusively in federal court, venue, without exception, will in the Central District of California located in the City of Los Angeles, California.
6.11 ATTORNEYS’ FEES: If either Party commences an action against the other Party, legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing Party in such litigation will be entitled to have and recover from the losing Party reasonable attorneys’ fees and all other costs of such action.
6.12 SUCCESSORS AND ASSIGNS : This Agreement will be binding on the successors and assigns of the Parties.
6.13 NO THIRD-PARTY BENEFIT: There are no intended third -party beneficiaries of any right or obligation assumed by the Parties. All rights and benefits under this Agreement inure exclusively to the Parties.
6.14 CONSTRUCTION OF AGREEMENT : This Agreement will not be construed in favor of, or against, either Party but will be construed as if the Parties prepared this Agreement together through a process of negotiation and with the advice of their respective attorneys.
6.15 SEVERABILITY: If any portion of this Agreement is declared invalid, illegal, or
16 otherwise unenforceable by a court of competent jurisdiction, the remaining provisions will continue in full force and effect.
6.16 AMENDMENT; MODIFICATION: No amendment, modification or supplement of this Agreement will be valid or binding unless executed in writing and sig ned by both Parties, subject to CITY approval. The requirement for written amendments, modifications or supplements cannot be waived and any attempted waiver will be void and invalid.
6.17 CAPTIONS: The captions of the various articles, sections and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
6.18 INCONSISTENCIES OR CONFLICTS : In the event of any conflict or inconsistency between the provisions of this Agreement and any of the exhibits attached hereto, the provisions of this Agreement will control.
6.19 ENTIRE AGREEMENT : This Agreement, including all attached exhibits , constitutes the entire, complete, final and exclusive expression of the Parties with respect to the matters addressed herein and supersedes all other agreements or understandings, whether oral or written, which may have been entered into between CITY and CONSULTANT prior to the execution of this Agreement. Any statements, representations, or other agreements, whether oral or written, made by either Party that is not embodied herein will not be valid or binding on the Parties. No amendment, modification or supplement to this Agreement will be valid and binding unless in writing and duly executed by the Parties pursuant to Section
6.16, above.
6.20 FORCE MAJEURE: The Term shall be extended in the event of any delays due to unforeseeable causes beyond the control of CONSULTANT and without the fault or negligence of CONSULTANT, including but not limited to severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the CITY, if the CONSULTANT shall within three (3) calendar days of the commencement of such delay notify the City Representative in writing o f the causes of the delay. The City Representative shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the City Representative such delay is justified. The City Representative’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall CONSULTANT be entitled to recover damages against the CITY for any delay in the performance of this Agreement, however ca used, CONSULTANT’s sole remedy being extension of the Agreement pursuant to this Section.
6.21 COUNTERPARTS: This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which when taken together shall constitute one and the same instrument. No handwritten or typewritten amendment, modification or supplement to any one counterpart will be valid or binding unless made to all three counterparts in conformity with Section
17 6.16, above. One fully executed original counterpart will be delivered to CONSULTANT and two original counterparts will be retained by CITY.
(SIGNATURES ON NEXT PAGE)
18 IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed the day and year first appearing in this Agreement, above.
CITY OF BELL GARDENS:
By:_______________________________
Name:____________________________
Title:____________________
Date:_____________________
APPROVED AS TO FORM:
By:____________________________
Stephanie Vasquez, City Attorney
MIG, INC.:
By:_______________________________
Name:____________________________
Title:____________________
Date:_____________________
19 EXHIBIT “A”
CITY RFP
1 REQUEST FOR PROPOSALS FOR
CITY OF BELL GARDENS
STRATEGIC PLAN
RFP Release Date
Thursday, January 16, 2025
Proposal Submittal Deadline
Thursday, February 13, 2025, at 12:00 p.m.
Contact Person:
Jennifer Pineda, Executive Assistant
City of Bell Gardens
7100 Garfield Avenue
Bell Gardens, CA 90201
[email protected]
(562) 806-7702
2 TABLE OF CONTENTS
7100 Garfield Avenue • Bell Gardens, CA 90201 • (562) 806-7700 • www.bellgardens.org
TABLE OF CONTENTS ...................................................................................................... 2 I. INTRODUCTION ............................................................................................................. 3 II. SUBMITTAL PROCEDURES/DEADLINE ....................................................................... 4 IV. TERMS AND CONDITIONS .......................................................................................... 5 V. SCOPE OF SERVICES .................................................................................................. 8 VI. CITY OF BELL GARDENS RESPONSIBILITY ........................................................... 10 VII. PROPOSAL FORMAT AND CONTENT REQUIREMENTS ....................................... 10 VII. EVALUATION CRITERIA ........................................................................................... 12 IX. SELECTION PROCESS .............................................................................................. 13
3 I. INTRODUCTION
The City of Bell Gardens (“City”) was incorporated as a general law city in 1961 and is rich in history. It is bordered by the City of Commerce, Downey, South Gate and Bell. The City has a population of approximately 44,000 in an area of 2.5 square miles and is located in the southeastern part of Los Angeles County. The City boasts of offering beautiful parks, emerald green soccer fields, childcare centers, a sparkling lake stocked with fish and waterfowl, and a community golf course. The City has 147 full -time employees, and approximately 128 part-time at-will employees, depending on the season.
The City is soliciting submittals of proposals from qualified Consultants for the facilitation and development of a City of Bell Gardens Strategic Plan. A strategic plan is a vital tool for local jurisdictions to ensure that the vision and priorities set by the City Council are clearly conveyed to employees and the community, and that City strategies and projects are developed to meet Council priorities, and that overall city government is accountable to meeting community needs.
The City is aware that there are a variety of perspectives, models, and approaches available to develop a strategic planning document; therefore, the successful firm should propose a framework or model(s) that they believe to be most suitable for the City of Bell Gardens, at this time.
It is the intent of the City to select a single Consultant or Consultants to provide the requested Services . However, the City reserves the right to accept or reject any or all responses received in response to this RFP. The City also reserves the right to waive any informality, technical defect or clerical error or irregularity in any response. The City’s potential award of an agreement will not be based on any single factor, nor will it be based solely or exclusively o n the lowest cost proposal. If an agr eement is awarded, it will be awarded to the Consultant who in the judgment of the City has presented an optimal balance of relevant experience, price, quality of service, work history and other factors which the City may consider relevant and important in determining which proposal is best for the City. Additionally, the City may, for any reason, decide not to award an agreement based on this RFP. The City reserves the right to cancel this RFP. The City shall not be obligated to respond to any responses submitted, nor be legally bound in any manner by the submission of the response. The City reserves the right to negotiate deliverables and associated costs.
4 II. SUBMITTAL PROCEDURES/DEADLINE
Proposals must be submitted electronically via email to [email protected] no later than 12:00 p.m. on Thursday, February 13, 2025. The subject line should read “City of Bell Gardens Strategic Plan Proposal” Late proposals will not be considered. If the proposal includes any comments over and above the specific information requested in this RFP, such information should be included as a separate appendix and placed at the end of the proposal.
III. SCHEDULE
The tentative schedule for this RFP is as follows:
SCHEDULE
RFP Available Online Thursday, January 16, 2025
Deadline for Submittal of Questions Tuesday, February 4, 2025 Staff Responses to Questions Monday, February 10, 2025
Proposal Due Date Thursday, February 13, 2025,
12:00 p.m.
Proposal Review Period Monday, February 17, 2025 –
Thursday, February 20, 2025
**Council Action/ Approval of Professional Services
Agreement Monday, February 24, 2025
*The schedule above is tentative and subject to change at the discretion of the City, with appropriate notice to prospective Proposers. Please check the Bell Gardens website for the latest updates at https://www.bellgardens.org/i- want-to/view-bids- rfps/rfps-and-bids . All times posted are in pacific standard time (PST).
**Proposer must be available on Monday, February 24, 2025, in-person or virtually, for a possible presentation to the City Council.
5 IV. TERMS AND CONDITIONS
PROFESSIONAL SERVICES AGREEMENT
Upon conclusion of the RFP process, the Staff will recommend a proposer to the City Council. The successful Proposer will be required to enter into a Professional Services Agreement with the City. A copy of the City’s Professional Services Agreement is attached and incorporated as Exhibit “A” as a sample for proposers to review the terms and conditions prior to submitting a proposal. The proposal process, agreement negotiations and execution, and subsequent actions will be conducted by the City in accordance with applicable law. Proposers should carefully review this document, which constitutes the formal RFP, to ensure a clear understanding of the City’s needs and objectives and scope of work. The sample Professional Service Agreement ( Exhibit “A”) is not to be completed by proposers.
GENERAL INSTRUCTIONS, TERMS AND CONDITIONS
A. Proposals shall be prepared to simply and economically provide a straightforward, concise description of the Proposer's ability to meet the requirements of this RFP.
Emphasis shall be on the quality, completeness, clarity of content, responsiveness to the requirements, and an understanding of the City’s objectives.
B. Proposers shall carefully read the information contained in this RFP and shall submit complete responses to all requirements and questions as directed.
Incomplete proposals may be considered non-responsive and may be rejected at the City’s discretion. The submission of a response to this RFP shall be deemed a representation and certification by the Proposer that it has read and understood the RFP, has investigated all aspects of the RFP, and is aware of the applicable facts pertaining to the RFP process, its procedures and requirements. No request for modification of the responses to this request shall be considered after its submission on grounds that the Proposer was not fully informed as to any facts or condition.
C. Proposers should be aware that the RFP and the contents of the successful proposal will become a part of any subsequent professional services agreement that may arise from this RFP. Following the Proposal Submission Deadline, the City, pursuant to the California Public Records Act (Govt. Code Section 7920.000 et seq.) reserves the right to make copies of all submitted proposals available for inspection and copying by any interested member of the public, except to the limited extent the City determines that any information contained in a proposal is legally privileged under the California Public Records Act. By submission of a proposal, Proposers acknowledge and agree that their proposal and any information contained therein may be disclosed by the City to interested members
6 of the public, including other proposers. All responses to the RFP received become a matter of public record and shall be regarded as public records, with the exception of those elements in each proposal which are defined by the Proposer as business or trade secrets and plainly marked as “Confidential,” “Trade Secret,” or “Proprietary.” The City shall not in any way be liable or responsible for the disclosure of any such proposal or portions thereof, if they are not plainly marked as “Confidential,” “Trade Secret,” or “Proprietary” or if disclosure is required under the Public Records Act. Any proposal which contains language purporting to render all or significant portions of the proposal “Confidential,” “Trade Secret,” or “Proprietary” shall be regarded as nonresponsive.
D. Proposer shall be solely and exclusively responsible for all costs incurred in connection with the preparation and submission of the proposals; demonstrations; interviews; preparation of responses to questions and requests for additional information; for professional services agreement discussions; or for anything in any way related to this RFP. The City is not liable for any costs incurred by a proposer in response to this RFP. Whether or not a proposer is awarded a professional services agreement pursuant to this RFP, no proposer shall be entitled to reimbursement for any costs or expenses associated with the proposer’s participation in this RFP process. Failure to comply with all requirements contained in this RFP may result in the rejection of a proposal.
E. The City operates and is funded on a fiscal year basis from July 1 st to June 30th.
Accordingly, the City reserves the right to terminate, without any liability, any agreement for which funding is not available.
F. The City shall not be responsible for any verbal communication between any employee of the City and any proposer . Only written requirements and qualifications will be considered. No oral statement of any person shall modify or otherwise change, or affect the terms, conditions, or specifications stated in the resulting professional services agreement.
G. Receipt of an addendum of the RFP by a propos er must be acknowledged by submitting the signed addendum with the proposal.
H. A proposal may be modified or withdrawn in person at any time before the scheduled due date, provided a receipt for the withdrawn proposal is signed by the Proposer’s authorized representative. The City reserves the right to request proof of authorization to withdraw a proposal. Proposals may not be withdrawn after the proposal closing date and each proposer agrees to this stipulation upon submittal of its proposal. However, all proposals are subject to negotiation before a professional services agreement is awarded as further described below.
I. The City may, in the evaluation of proposals, request clarification from Proposers regarding their proposals, obtain additional material or literature, and pursue other
7 avenues of research as necessary to ensure that a thorough evaluation is conducted.
J. By submitting a proposal in response to this RFP, proposers accept the evaluation process and acknowledges and accepts that determination will require subjective judgments by the City.
K. Negotiations may be conducted with responsible proposers who submit proposals that are reasonably susceptible of being selected. All proposer s reasonably susceptible of being selected based on criteria set forth in this RFP may be given an opportunity to make a presentation and/or interview. Although this process will ultimately result in the award of a single professional services agreement, the City reserves the right to negotiate a professional services agreement with more than one proposer.
L. The City expects the highest level of ethical conduct from p roposers, including adherence to all applicable laws and local ordinances regarding ethical behavior.
M. The City reserves the right to reject any and all proposals received as a result of this RFP. The City’s potential award of a professional services agreement will not be based on any single factor, nor will it be based solely or exclusively on the lowest cost proposal. If professional services a greement is awarded, it will be awarded to the P roposer who in the judgment of the City, has presented an optimal balance of relevant experience, price, quality of service, work history and other factors which the City may consider relevant and important in determining which proposal(s) is best for the City. The City reserves the right to cancel or modify this RFP. There is no guarantee that the City will award a professional services agreement.
N. If an agreement cannot be reached with the highest ranked Proposer, City reserves the right to terminate negotiations with that party and enter negotiations with the next highest ranked proposer.
O. Factors such as, but not limited to, any of the following may be considered just cause to disqualify a response to the RFP without further consideration:
• Evidence of collusion, directly or indirectly, among Proposers in regard to the amount, terms, or conditions of this proposal;
• Any attempt to improperly influence any member of the selection staff; • Existence of any lawsuit, unresolved contractual claim or dispute between Proposer and the City;
• Evidence of incorrect information submitted as part of the RFP; • Evidence of Proposer’s inability to successfully complete the responsibilities and obligations of the proposed scope of work; and • Proposer’s default under any agreement, which results in termination of the professional services agreement.
8 P. Acceptance of any proposal is contingent upon the Proposer’s certification and agreement by submittal of its offer, to comply and act in accordance with all provisions of the City’s Municipal Code.
Q. The successful Proposer shall not discriminate, in any way, against any person based on race, sex, color, age, religion, sexual orientation, actual or perceived gender identity, disability, ethnicity, or national origin, or any other protected classification in connection with or related to the performance of the professional services agreement.
R. Any questions or clarification related to the contents of the RFP must be submitted to Jennifer Pineda, Executive Assistant by Tuesday, February 4, 2025, with the subject line “City of Bell Gardens Strategic Plan RFP Questions” at [email protected]
. Responses to all questions will be provided on or
before Monday, February 10, 2025. Oral explanations or instructions given prior to the opening of the offer shall not be binding. The City shall issue any official Addendums in writing or via
https://www.bellgardens.org/i-want-to/view-bids-
rfps/rfps-and-bids to all Proposers.
V. SCOPE OF SERVICES
The selected Proposer will provide the services as described in the Scope of Services identified below. Modifications of the Scope of Services through negotiation and/or by written addendum will be made a part of the future professional services agreement.
The selected Proposer agrees to provide the following services in accordance with industry standards and standards set by City needs.
1. REQUESTED SERVICES
Requested Services include, but are not limited to the following:
A. Facilitation of Strategic Plan/Community Engagement Event(s)/Goal Setting Workshops:
1. P lan a community engagement event(s) to receive feedback from the community to help determine the services needed in our City.
2. Initial planning of meetings with City Manager, City Council, and City Staff.
3. Workshop agenda planning and development of a draft Mission and Vision statement, and draft Strategic Priorities for the strategic plan; and
4. Facilitate half-day workshops for City Council and Staff.
9 B. Employee and Stakeholder Engagement
The plan is to include engagement to ensure employees throughout the organization participate in reviewing and providing feedback on the City’s top priorities, strategies and projects. As an optional work task, please also include suggested alternatives for a community engagement strategy and framework that could be included in the development of the plan.
C. Development of Strategic Plan
The selected Consultant will develop the strategic plan, which will:
1. Include a method and timeline for plan updates and revisions. (A strategic plan cycle and a recommended scheduled, strategies, tactics, and actions necessary to implement the recommendation).
2. Identifies the City’s major strategic issue areas, including a defined goal for each area as well as outline of associated priorities for achieving those goals.
3. Provides methods for implementing and measuring recommended goals and objectives.
4. Based on feedback from the Executive Team and employees, the draft Strategic Plan shall be grounded in a realistic assessment of staff and funding capacities and/or make resource adjustment recommendations for successful implementation.
5. A recommended final Strategic Plan document that includes an implementation plan with benchmarks or milestones that measure the City’s progress.
D. Council Work Session and Approval
Based on the tasks above, the selected Consultant will prepare presentation materials and participate in a Council Work Session most likely on a weeknight evening to present and receive feedback on the draft Strategic Plan, as well as attend a Council meeting scheduled for the final adoption of the Strategic Plan.
The City requires any p roposer to have experience in strategic planning and organizational effectiveness. Experience with local government agencies is required and recent experience in a municipality is preferred.
Proposers shall read the information contained in this RFP to understand how to submit the proposal, what documents must accompany the proposal and what legal obligations apply when the Proposer submits a proposal. Any proposer that wishes to be considered for this work must submit the information requested in this RFP and if invited, participate in an evaluation interview panel.
10 VI. CITY OF BELL GARDENS RESPONSIBILITY
The City is committed to timely review and selecting a Proposer that is the best fit and can provide the best value for the City and its employees.
VII. PROPOSAL FORMAT AND CONTENT REQUIREMENTS
The following instructions describe the form in which proposals should be submitted.
Responses to the following items will be used for proposal evaluation. Proposals that do not contain responses to each of the required items may be considered incomplete and may be rejected.
Proposal documents should provide a straightforward, concise description of the Proposer’s capabilities to satisfy the requirements of this RFP. Emphasis should be on completeness, clarity of content, and conveyance of the information requested by the City. The requirements stated do not preclude a p roposer from furnishing additional reports, functions, and costs as deemed appropriate.
The proposal should contain the following seven (8 ) elements describing how the Proposer will perform the assignment:
1. Transmittal Letter:
a. A letter of transmittal signed by an individual authorized to bind the Proposer stating the Proposer has read and will comply with all terms and conditions of the RFP. The transmittal letter will contain, at a minimum: a) company name and address; and b) an executive summary briefly describing the P roposer’s ability to perform the work requested, a history of the Proposer’s background and experience providing services.
b. Conflict of Interest Statement: The Proposer shall disclose any financial, business, or other relationship with the City that may have an impact upon the outcome of the professional services a greement. Particular attention should be paid to compliance with Government Code section 1090.
2. Proposer’s Qualifications and Staffing:
a. Consultant Overview - Provide an overview of the Consultant’s experience in providing the Scope of Services being requested. Please include the contact information of the individual authorized to represent the Consultant. b. Project Team - Provide names, contact information and resumes for the Project Team, including the project manager and team members. Indicate
11 the organizational structure of the team and outline key roles and lines of communication and authority.
3. Work Plan/Proposed Approach:
a. In this section, present a well -conceived service plan. This section of the proposal shall establish the Consultant’s understanding of the City's objectives and work requirements and the Consultant's ability to satisfy those objectives and requirements. Describe the proposed approach for addressing the required service, outlining the approach that would be undertaken in providing the requested services. Include a timetable for transition to full operation. Describe related service experience by both the Consultant and any subcontractors in similar work. Please describe the role, extent of services (number of people used or saved, engagement duration, and contract value).
4. References:
a. Identify and provide references and experiences relative to City’s needs for the individual who will be assigned as the Proposer Representative. The identified Proposer Representative is to remain as the primary contact for the duration of the contract unless otherwise requested by the City or requested by the Proposer and approved by the City.
b. Provide a listing of at least three (3) recently completed projects relevant to the City ’s needs, or similar services and contracts with other agencies including the names, titles, addresses, email, telephone numbers and a brief description of the project completed for that organization.
Include up to three (3) sample reports prepared for another comparable organization. Provide examples of data collection forms, surveys or other similar documents you propose to use on this project.
c. Listing of sub- consultants is not required. Sub- consultants may be added to individual project proposals on an as needed basis, as approved by the City. Sub-consultants’ resumes may be requested for approval.
5. Additions or Exceptions:
a. A single and separate section with the heading “ADDITIONS OR EXCEPTIONS TO THE CITY’S REQUEST FOR PROPOSAL” containing a complete and detailed description of all the Proposer’s exceptions to the provisions and conditions of the attached City standard P rofessional Services Agreement.
6. Pricing:
a. Provide a detailed not-to-exceed cost analysis for the entirety of the project, including basic fee structure and break down of any other charges and hourly compensation rates for all Principals, Project Managers, support staff, and reimbursable expenses related to the proposal.
12 7. Pending Litigation:
a. Include an explanation and status, if in the last five years, the Proposer or an officer or principal of the Proposer has been involved in any substantiated complaints, litigation, legal proceedings, or investigations by a regulatory authority.
8. Insurance:
a. Evidence of commercial liability, professional liability, and workers compensation insurance coverages must be included. Insurance requirements are listed on the sample Professional Services A greement attached as Exhibit “A.”
VII. EVALUATION CRITERIA
The award of th e professional services agreement will be made to the most qualified Proposer whose proposal complies with the prescribed requirements. The City reserves the right to reject any or all proposals and to waive any technical errors, irregularities, or discrepancies, if to do so is deemed to serve the best interests of the City. In no event will an award be made until all necessary investigations are made as to the responsibility and qualifications of the service provider to whom it is proposed to make such an award.
Proposals will be reviewed and evaluated by City staff and ranked based on qualifications, expertise, and cost-effectiveness.
If further clarifications or negotiations are required, on- site or virtual interviews may be conducted. Participation in these interviews will be at the expense of the Proposer(s).
The interview panel will be made up of staff members or representatives fro m the City.
Recommendations will be forwarded to the City Council for final selection and award.
Proposals failing to provide sufficient information and assurances of performance to adequately assess each category of the required services and/or failing to comply with the requirements and conditions of this RFP may not be given further consideration.
Each proposal will be considered along with those of other responding Proposers, with respect to ability to perform effectively and efficiently those Scope of Services outlined in Section V, above.
Close coordination with the City is required to assure that all requirements will be met.
The City reserves the right to withdraw this RFP at any time without any prior notice.
Further, the City makes no representations that any agreement will be awarded to any Proposer responding to this RFP. The City expressly reserves the right to postpone
13 reviewing the proposals for its own convenience and to reject any or all proposals responding to this RFP without indicating any reasons for such rejection(s).
IX. SELECTION PROCESS
All proposals submitted by the required deadline will be reviewed for adequacy, completeness, content, approach to service delivery, qualifications and other criteria developed during the review process.
The professional services agreement will be awarded to the Proposer deemed by the City to be the best qualified for the scope of services. Proposers are encouraged to elaborate on their qualifications, performance data, and staff expertise relevant to the required services.
14 E
XHIBIT “A”
DRAFT PROFESSIONAL SERVICES AGREEMENT
1 2025
PROFESSIONAL SERVICES AGREEMENT
(Engagement: INSERT ENGAGEMENT)
(Parties: ENTER PARTY and City of Bell Gardens)
THIS PROFESSIONAL SERVICES AGREEMENT (hereinafter, “Agreement”) is made and entered into this ___________ day of __________________ 2025 (hereinafter, the “Effective Date”) by and between the CITY OF BELL GARDENS, a municipal corporation (hereinafter, “CITY”) and INSERT CONSULTANT (hereinafter, “CONSULTANT”). For the purposes of this Agreement, CITY and CONSULTANT may be referred to collectively by the capitalized term “Parties. ” The capitalized term “Party” may refer to CITY or CONSULTANT interchangeably, as appropriate.
RECITALS
WHEREAS, CITY requires professional consulting services INSERT PROFESSIONAL SERVICES REQUIRED; and
WHEREAS, CITY staff has determined that CONSULTANT possesses the experience, skills and training necessary to competently pr ovide such services to CITY; and
WHEREAS, the execution of this Agreement was approved by the Bell Gardens City Council at its Regular Meeting.
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions herein contained, CITY and CONSULTANT agree as follows:
I.
ENGAGEMENT TERMS
1.1 SCOPE OF WORK:
A. Subject to the terms and conditions of this Agreement, CONSULTANT agrees to provide the services and tasks described in that certain Request for Proposals of CITY entitled “ INSERT TITLE” (hereinafter, “CITY RFP”) dated INSERT DATE, and the written proposal of CONSULTANT entitled “INSERT TITLE ” (hereinafter, the “CONSULTANT Proposal”) dated INSERT DATE . The CITY RFP and the CONSULTANT Proposal are attached and incorporated hereto as Exhibit “A” and “B” respectively. The term “Scope of Work” shall be a collective reference to t he CITY RFP and the CONSULTANT P roposal. The capitalized term “Work” shall be a collective reference to all the various services and tasks referenced in the Scope of Work. In the event of any conflict or inconsistency between the provisions of the document entitled CITY RFP and the provisions of the document entitled CONSULTANT P roposal, the requirements of the document entitled CITY RFP shall govern and control but only to the extent of the conflict or inconsistency and no further. In the event of any conflict or
2 inconsistency between the provisions of the Scope of Work and the provisions of this Agreement to which the Scope of Work is attached, the provisions of this Agreement shall govern and control.
1.2 PROSECUTION OF WORK:
A. Time is of the essence of this Agreement and each and every provision contained herein. The Work shall be commenced within three (3) calendar days of CITY’s issuance of a Notice to Proceed. CONSULTANT shall complete the various tasks identified in the Scope of Work within the timeframes set forth in the Scope of Work and shall complete all of the Work by or before INSERT COMPLETION DATE (the “Completion Date”);
B. CONSULTANT shall cooperate with CITY and in no manner interfere with the work of CITY, its employees or other consultants, contractors or agents;
C. CONSULTANT shall not claim or be entitled to receive any compensation or damage because of the failure of CONSULTANT, or its subconsultants, to have related services or tasks completed in a timely manner;
D. CONSULTANT shall at all times enforce strict discipline and good order among CONSULTANT’s employees; and
E. CONSULTANT, at its sole expense, shall pay all sales, consumer, use or other similar taxes required by law.
1.3 COMPENSATION: CONSULTANT shall perform the Work in accordance with “INSERT TITLE OF COMPENSATION DOCUMENT ” (hereinafter, the “COMPENSATION RATE”). The foregoing notwithstanding, CONSULTANT’s total compensation for the pe rformance of all Work contemplated under this Agreement, will not exceed the total budgeted aggregate sum of INSERT WRITTEN AMOUNT ($INSERT NUMBER) (hereinafter, the “Not-to-Exceed Sum”) during the prosecution of this Agreement , unless such added expe nditure is first approved by the City Council. In the event CONSULTANT’s charges are projected to exceed the Not-to-Exceed Sum prior to the expiration of this Agreement, CITY may suspend CONSULTANT’s performance pending CITY approval of any anticipated expenditures in excess of the Not -to-Exceed Sum or any other CITY approved amendment to the compensation terms of this Agreement.
1.4 PAYMENT OF COMPENSATION: Following the conclusion of the work requested in Section 1.1, CONSULTANT shall submit to CITY an itemized invoice indicating the services performed and tasks completed during the recently concluded calendar month, including services and tasks performed and the reimbursable out- of-pocket expenses incurred. If the amount of CONSULTANT ’s compensation is a function of hours work ed by CONSULTANT ’s personnel, the invoice should indicate the number of hours worked, the persons responsible for performing the Work, the rate of compensation at which such services and tasks were performed, the subtotal for each task and service performed and a grand total for all services performed. Within thirty (30) calendar days of receipt of each invoice, CITY will
3 notify CONSULTANT in writing of any dispute d amounts included in the invoice.
Within forty-five (45) calendar days of receipt of each invoice, CITY will pay all undisputed amounts included on the invoice. CITY will not withhold applicable taxes or other authorized deductions from payments made to CONSULTANT.
1.5 ACCOUNTING RECORDS: CONSULTANT will maintain complete and accurate records with respect to all matters covered under this Agreement for a period of three (3) years after the expiration or termination of this Agreement. CITY will have the right to access and examine such records, without charge, during normal business hours. CITY will further have the right to audit such records, to make transcripts therefrom and to inspect all program data, documents, proceedings, and activities.
1.6 ABANDONMENT BY CONSULTANT: In the event CONSULTANT ceases to perform the Work agreed to under this Agreement or otherwise abandons the undertaking contemplated herein prior to the expiration of this Agreement or prior to completion of any or all tasks set forth in the Scope of Work, CONSULTANT will deliver to CITY immediately and without delay, all materials, records and other work product prepared or obtained by CONSULTANT in the performance of this Agreement. Furthermore, CONSULTANT will only be compens ated for the reasonable value of the services, tasks and other Work performed up to the time of cessation or abandonment, less a deduction for any damages, costs or additional expenses which CITY may incur as a result of CONSULTANT’s cessation or abandonment.
II.
PERFORMANCE OF AGREEMENT
2.1 CITY’S REPRESENTATIVE : The CITY hereby designates INSERT CITY REPRESENTATIVE (hereinafter, the “ City Representative”) to act as its representative for the performance of this Agreement. The City Representative or their designee will act on behalf of the CITY for all purposes under this Agreement.
CONSULTANT will not accept directions or orders from any person other than the City Representative or their designee.
2.2 CONSULTANT REPRESENTATIVE: CONSULTANT hereby designates INSERT CONSULTANT REPRESENTATIVE , to act as its representative for the performance of this Agreement (hereinafter, “ Consultant Representative”).
Consultant Representative will have full authority to represent and act on behalf of the CONSULTANT for all purposes under this Agreement. Consultant Representative or their designee will supervise and direct the performance of the Work, using their best skill and attention, and will be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Work under this Agreement. Notice to the Consultant Representative will constitute notice to CONSULTANT.
2.3 COORDINATION OF SERVICE; CONFORMANCE WITH REQUIREMENTS :
CONSULTANT agrees to work closely with CITY staff in the performance of the Work and this Agreement and will be available to CITY staff and the City
4 Representative at all reasonable times. All work prepared by CONSULTANT will be subject to inspection and approval by City Representative or their designees.
2.4 STANDARD OF CARE; PERFORMANCE OF EMPLOYEES : CONSULTANT represents, acknowledges and agrees to the following:
A. CONSULTANT will perform all W ork skillfully, competently and to the highest standards of CONSULTANT’s profession;
B. CONSULTANT shall at all times employ such force, plant, materials, and tools as will be sufficient in the opinion of the CITY to perform the Services within the time limits established, and as provided herein. It is understood and agreed that said tools, e quipment, apparatus, facilities, labor, and material shall be furnished and said Services performed and completed as required by the Agreement, and subject to the approval of the CITY’s authorized representative;
C. CONSULTANT will perform all Work in a manner reasonably satisfactory to the CITY;
D. CONSULTANT will comply with all applicable federal, state and local laws and regulations, including the conflict of int erest provisions of Government Code Section 1090 and the Political Reform Act (Government Code Section 81000 et seq.). CONSULTANT shall be liable for all violations of such laws and regulations in connection with Services. If CONSULTANT performs any work knowing it to be contrary to such laws, rules and regulations, CONSULTANT shall be solely responsible for all costs arising therefrom;
E. CONSULTANT understands the nature and scope of the Work to be performed under this Agreement as well as any and all schedules of performance;
F. All of CONSULTANT’s employees and agents possess sufficient skill, knowledge, training and experience to perform those services and tasks assigned to them by CONSULTANT; and
G. All of CONSULTANT’s employees and agents (including, but not limited to, subcontractors and subconsultants) possess all licenses, permits, certificates, qualifications and approvals of whatever nature that are legally required to perform the tasks and services contemplated under this Agreement and all such licenses, permits, certificates, qualifications and approvals will be maintained throughout the term of this Agreement and made available to CITY for copying and inspection.
The Parties acknowledge and agree that CONSULTANT will perform, at CONSULTANT’s own cost and expense and without any reimbursement from CITY, any services necessary to correct any errors or omissions caused by CONSULTANT’s failure to comply with the standard of care set forth under this Section or by any like failure on the part of CONSULTANT’s employees, agents,
5 contractors, subcontractors and subconsultants. Such effort by CONSULTANT to correct any errors or omissions will be commenced immediately upon their discovery by either Party and will be completed within seven (7) calendar days from the date of discovery or such other extended period of time authorized by the City Representative in writing and in their sole and absolute discretion. The Parties acknowledge and agree that CITY’s acceptance of any work performed by CONSULTANT or on CONSULTANT’s behalf will not constitute a release of any deficiency or delay in performance. The Parties further acknowledge, understand and agree that CITY has relied upon the foregoing representations of CONSULTANT, including but not limited to the representation that CONSULTANT possesses the skills, training, knowledge and experience necessary to perform the Work skillfully, competently and to the highest standards of CONSULTANT’s profession.
2.5 ASSIGNMENT: The skills, training, knowledge and experience of CONSULTANT are material to CITY’s willingness to enter into this Agreement. Accordingly, CITY has an interest in the qualifications and capabilities of the person(s) who will perform the services and tasks to be undertaken by CONSULTANT or on behalf of CONSULTANT in the performance of this Agreement. In recognition of this interest, CONSULTANT agrees that it will not assign or transfer, either directly or indirectly or by operation of law, this Agreement or the performance of any of CONSULTANT’s duties or obligations under this Agreement without the prior written consent of the CITY. In the absence of CITY’s prior written consent, any attempted assignment or transfer will be ineffective, null and void and will constitute a material breach of this Agreement.
2.6 SUBSTITUTION OF KEY PERSONNEL : CONSULTANT has represented to CITY that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, CONSULTANT may substitute other personnel of at least equal competence upon written approval of CITY. In the event that CITY and CONSULTANT cannot agree as to the substitution of key personnel, CITY shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the CITY, or who are determined by the CITY to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the CONSULTANT at the request of the CITY.
2.7 CONTROL AND PAYMENT OF SUBORDINATES; INDEPENDENT
CONTRACTOR: The Work will be performed by CONSULTANT or under CONSULTANT’s strict supervision. CONSULTANT will determine the means, methods and details of performing the Work subject to the requirements of this Agreement. CITY retains CONSULTANT on an independent contractor basis and not as an employee. CONSULTANT reserves the right to perform similar o r different services for other principals during the term of this Agreement, provided such work does not unduly interfere with CONSULTANT’s competent and timely performance of the Work contemplated under this Agreement and provided the performance of such services does not result in the unauthorized disclosure of
6 CITY’s confidential or proprietary information. Any additional personnel performing the Work under this Agreement on behalf of CONSULTANT are not employees of CITY and will at all times be under CONSULTANT’s exclusive direction and control. CONSULTANT will pay all wages, salaries and other amounts due to such personnel and will assume responsibility for all benefits, payroll taxes, Social Security and Medicare payments and the like. CONSULTANT will be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: Social Security taxes, income tax withholding, unemployment insurance, disability insurance, workers’ compensation insurance and the like.
2.8 REMOVAL OF EMPLOYEES OR AGENTS : If any of CONSULTANT’s officers, employees, agents, contractors, subcontractors or subconsultants is determined by the City Representative to be uncooperative, incompetent, a threat to the adequate or timely performance of the tasks assigned to CONSULTANT, a threat to persons or property, or if any of CONSULTANT’s officers, employees, agents, contractors, subcontractors or subconsultants fail or refuse to perform the Work in a manner acceptable to the CITY, such officer, employee, agent, contractor, subcontractor or subconsultant will be promptly removed by CONSULTANT and will not be reassigned to perform any of the Work.
2.9 COMPLIANCE WITH LAWS : CONSULTANT will keep itself informed of and in compliance with all applicable federal, state or local laws to the extent such laws control or otherwise govern the performance of the Work. CONSULTANT’s compliance with applicable laws will include, without limitation, compliance with all applicable Cal/OSHA requirements and applicable regulations of the Federal Department of Housing and Urbanization.
2.10 NON-DISCRIMINATION: CONSULTANT represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.
2.11 INDEPENDENT CONTRACTOR STATUS: The Parties acknowledge, understand and agree that CONSULTANT and all persons retained or employed by CONSULTANT are, and will at all times remain, wholly independent contractors and are not officials, officers, employees, departments or subdivisions of CITY.
CONSULTANT will be solely responsible for the negligent acts and/or omissions of its employees, agents, contractors, subcontractors and subconsultants.
CONSULTANT and all persons retained or employed by CONSULTANT will have no authority, express or implied, to bind CITY in any manner, nor to incur any obligation, debt or liability of any kind on behalf of, or against, CITY, whether by contract or otherwise, unless such authority is expressly conferred to CONSULTANT under this Agreement or is otherwise expressly conferred by CITY in writing.
7 III.
INSURANCE
3.1 DUTY TO PROCURE AND MAINTAIN INSURANCE: Prior to the beginning of and throughout the duration of the Work, CONSULTANT will procure and maintain policies of insurance that meet the requirements and specifications set forth under this Article. CONSULTANT will procure and maintain the following insuran ce coverage, at its own expense:
A. Commercial General Liability Insurance : CONSULTANT will procure and maintain Commercial General Liability Insurance (“CGL Coverage”) as broad as Insurance Services Office Commercial General Liability coverage (occurrence Form CG 0001) or its equivalent . Such CGL Coverage will have minimum limits of no less than One Million Dollars ($1,000,000.00) per occurrence and Two Million Dollars ($2,000,000.00) in the general aggregate for bodily injury, personal injury, property damage, operations, products and completed operations, and contractual liability.
B. Automobile Liability Insurance : CONSULTANT will procure and maintain Automobile Liability Insurance as broad as Insurance Services Office Form Number CA 0001 covering Automobile Liability, Code 1 (any auto). Such Automobile Liability Insurance shall have minimum limits of no less than One Million Dollars ($ 1,000,000.00) per accident for bodily injury and property damage.
C. Workers’ Compensation Insurance/ Employer’s Liability Insurance: A policy of workers’ compensation insurance in such amount as will fully comply with the laws of the State of California and which will indemnify, insure and provide legal defense for both CONSULTANT and CITY against any loss, claim or damage arising from any injuries or occupational diseases occurring to any worker employed by or any persons retained by CONSULTANT in the course of carrying out the Work contemplated in this Agreement.
D. Errors & Omissions Insurance: For the full term of this Agreement and for a period of three (3) years thereafter, CONSULTANT will procure and maintain Errors and Omissions Liability Insurance appropriate to CONSULTANT’s profession. Such coverage will have minimum limits of no less than One Million Dollars ($1,000,000.00) per claim.
3.2 ADDITIONAL INSURED REQUIREMENTS : The CGL Coverage and the Automobile Liability Insurance will contain an endorsement naming the CITY and CITY’s elected and appointed officials, officers, employees, agents and volunteers as additional insureds.
3.3 REQUIRED CARRIER RATING : All varieties of insurance required under this Agreement will be procured from insurers admitted in the State of California and authorized to issue policies directly to California insureds. Except as otherwise provided elsewhere under this Article, all required insurance will be procured from
8 insurers who, according to the latest edition of the Best ’s Insurance Guide, have an A.M. Best’s rating of no less than A:VII. CITY may also accept policies procured by insurance carriers with a Standard & Poor ’s rating of no less than BBB according to the latest published edition the Standard & Poor’s rating guide. As to Workers’ Compensation Insurance/ Employer ’s Liability Insurance, the CITY Representative is authorized to authorize lower ratings than those set forth in this Section.
3.4 PRIMACY OF CONSULTANT’S INSURANCE: All polic ies of insurance provided by CONSULTANT will be primary to any coverage available to CITY or CITY’s elected or appointed officials, officers, employees, agents or volunteers. Any insurance or self -insurance maintained by CITY or CITY’s elected or appointed officials, officers, employees, agents or volunteers will be in excess of CONSULTANT’s insurance and will not contribute with it.
3.5 WAIVER OF SUBROGATION: All insurance coverage provided pursuant to this Agreement will not prohibit CONSULTANT or CONSULTANT’s officers, employees, agents, s ubcontractors or subconsultants from waiving the right of subrogation prior to a loss. CONSULTANT hereby waives all rights of subrogation against CITY, its officials, officers, employees, agents and volunteers.
3.6 VERIFICATION OF COVERAGE : CONSULTANT acknowledges, understands and agrees, that CITY’s ability to verify the procurement and maintenance of the insurance required under this Article is critical to safeguarding CITY’s financial well-being and, indirectly, the collective well -being of the residents of the CITY.
Accordingly, CONSULTANT warrants, represents and agrees that it will furnish CITY with original certificates of insurance and endorsements evidencing the coverage required under this Article on forms satisfactory to CITY in its sole and absolute discretion. The certificates of insurance and endorsements for each insurance policy will be signed by a person authorized by that insurer to bind coverage on its behalf, and will be on forms provided by the CITY if requested. All certificates of insurance and endorsements will be received and approved by CITY as a condition precedent to CONSULTANT’s commencement of any Work. Upon CITY’s written request, CONSULTANT will also provide CITY with certified copies of all required insurance policies and endorsements.
3.7 FAILURE TO MAINTAIN COVERAGE : In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced immediately so as to avoid a lapse in the required coverage, CITY has the right but not the duty to obtain the insu rance it deems necessary and any premium paid by CITY will be promptly reimbursed by CONSULTANT or CITY will withhold amounts sufficient to pay premium from CONSULTANT payments. In the alternative, CITY may cancel this Agreeme nt effective upon notice.
3.8 SPECIAL RISKS OR CIRCUMSTANCES. CITY reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
9 IV.
INDEMNIFICATION
4.1 The Parties agree that CITY and CITY’s elected and appointed officials, officers, employees, agents and volunteers (hereinafter, the “City Indemnitees”) should, to the fullest extent permitted by law, be protected from any and all loss, injury, damage, claim, lawsuit, cost, expense, attorneys’ fees, litigation costs, or any other cost arising out of or in any way related to the performance o f this Agreement. Accordingly, the provisions of this indemnity provision are intended by the Parties to be interpreted and construed to provide the City Indemnitees with the fullest protection possible under the law. CONSULTANT acknowledges that CITY wou ld not enter into this Agreement in the absence of CONSULTANT’s commitment to indemnify, defend and protect CITY as set forth herein .
Notwithstanding the foregoing, to the extent CONSULTANT’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to Claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT.
CONSULTANT’s obligation to indemnify shall not be re stricted to insurance proceeds, if any, received by the CITY, its officials, officers, employees, agents or volunteers.
4.2 To the fullest extent permitted by law, CONSULTANT shall indemnify, hold harmless and defend the C ity Indemnitees from and against all liability, loss, damage, expense, cost (including without limitation reasonable attorneys’ fees, expert fees and all other costs, and fees of litigation) of every nature arising out of or in connection with CONSULTANT’s performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage which is caused by the sole negligence or willful misconduct of the CITY.
4.3 CITY shall have the right to offset against the amount of any compensation due to CONSULTANT under this Agreement, any amount due to CITY from CONSULTANT as a result of CONSULTANT’s failure to either pay CITY promptly for any costs associated with CONSULTA NT’s obligations to indemnify the C ity Indemnitees under this Article, or related to CONSULTANT’s failure to either (i) pay taxes on amounts received pursuant to this Agreement , or (ii) comply with applicable workers’ compensation laws.
4.4 The obligations of CONSULTANT under this Article will not be limited by the provisions of any workers’ compensation act or similar act. CONSULTANT expressly waives its statutory immunity under such statutes or laws as to CITY and CITY’s elected and appoin ted officials, officers, employees, agents, and volunteers.
4.5 CONSULTANT agrees to obtain executed indemnity agreements with provisions identical to those set forth herein this Article from each and every subcontractor or any other person or entity involved by, for, with or on behalf of CONSULTANT in the performance of this Agreement. In the event CONSULTANT fails to obtain such indemnity obligations from others as required herein, CONSULTANT agrees
10 to be fully responsible and indemnify, hold harmless and defend CITY and CITY’s elected and appointed officials, officers, employees, agents, and volunteers from and against any and all claims and losses, costs or expenses for any damage due to death or in jury to any person and injury to any property resulting from any alleged intentional, reckless, negligent, or otherwise wrongful acts, errors or omissions of CONSULTANT’s subcontractors or any other person or entity involved by, for, with or on behalf of C ONSULTANT in the performance of this Agreement. Such costs and expenses shall include reasonable attorneys’ fees incurred by counsel of CITY’s choice.
4.6 CITY does not, and shall not waive any rights that it may possess against CONSULTANT because of the acceptance by CITY, or the deposit with CITY, of any insurance policy or certificate required pursuant to this Agreement. This hold harmless and indemnific ation provision shall apply regardless of whether or not any insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost, or expense.
4.7 This Article and all provisions contained herein (including but not limited to the duty to indemnify, defend, and hold free and harmless) shall survive the termination or normal expiration of this Agreement and is in addition to any other rights or remedies which the CITY may have at law or in equity.
V.
TERMINATION
5.1 TERMINATION WITHOUT CAUSE : CITY may immediately terminate this Agreement at any time for convenience and without cause by giving prior written notice of CITY’s intent to terminate this Agreement which notice shall specify the effective date of such termination . Upon such termination for convenience , CONSULTANT will be compensated only for those services and tasks which have been performed by CONSULTANT up to the effective date of the termination.
CONSULTANT may not terminate this Agreement except for cause as provided under Section 5.2, below. If this Agreement is terminated as provided herein, CITY may require CONSULTANT to provide all finished or unfinished Documents and Data, as defined in Section 6.1, below, and other information of any kind prepared by CONSULTANT in connection with the performance of the Work.
CONSULTANT will be required to provide such Documents and Data within fifteen (15) calendar days of CITY’s written request. No actual or asserted breach of this Agreement on the part of CITY pursuant to Section 5.2, below, will operate to prohibit or otherwise restrict CITY’s ability to terminate this Agreement for convenience as provided under this Section.
5.2 EVENTS OF DEFAULT; BREACH OF AGREEMENT:
A. In the event either Party fails to perform any duty, obligation, service or task set forth under this Agreement (or fails to timely perform or properly perform any such duty, obligation, service or task set forth under this Agreement), an event of default (hereinafter, “Event of Default”) will occur. For all Events of Default, the Party alleging an Event of Default will give written notice to
11 the defaulting Party (hereinafter referred to as a “Default Notice”) which will specify: (i) the nature of the Event of Default; (ii) the action required to cure the Event of Default; (iii) a date by which the Event of Default will be cured, which will not be less than the applicable cure period set forth under Sections 5.2(B) and 5.2(C), below, or if a cure is not reasonably possible within the applicable cure period, to begin such cure and diligently prosecute such cure to completion. The Event of Defau lt will constitute a breach of this Agreement if the defaulting Party fails to cure the Event of Default within the applicable cure period or any extended cure period allowed under this Agreement.
B. CONSULTANT will cure the Event of Default within the following time periods:
i. Within ten (10) business days of CITY’s issuance of a Default Notice for any failure of CONSULTANT to timely provide CITY or CITY’s employees or agents with any information and/or written reports, documentation or work product which CONSULTANT is obligated to provide to CITY or CITY’s employees or agents under this Agreement.
Prior to the expiration of the 10-day cure period, CONSULTANT may submit a written request for additional time to cure the Event of Default upon a showing that CONSULTANT has commenced efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 10-day cure period. The foregoing notwithstanding, CITY will be under no obligation to grant additional time for the cure of an Event of Default under this Section 5.2 (B)(i) that exceeds seven (7) calendar days from the end of the initial 10-day cure period; or
ii. Within fourteen (14) calendar days of CITY’s issuance of a Default Notice for any other Event of Default under this Agreement. Prior to the expiration of the 14 -day cure period, CONSULTANT may submit a written request for additional time to cure the Event of Default upon a showing that CONSULTANT has commenced efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 14-day cure period. The foregoing notwithstanding, CITY will be under no obligation to grant additional time for the cure of an Event of Default under this Section 5.2 (B)(ii) that exceeds thirty (30) calendar days from the end of the initial 14-day cure period.
In addition to any other failure on the part of CONSULTANT to perform any duty, obligation, service or task set forth under this Agreement (or the failure to timely perform or properly perform any such duty, obligation, service or task), an Event of Default on the part of CONSULTANT will include, but will not be limited to the following: (i) CONSULTANT ’s refusal or failure to perform any of the services or tasks called for under the Scope of Work; (ii) CONSULTANT’s failure to fulfill or perform its obligat ions under this Agreement within the specified time or if no time is speci fied, within a reasonable time; (iii) CONSULTANT’s and/or its employees ’ disregard or violation of any federal, state, local law, rule, procedure or regulation; (iv)
12 the initiation of proceedings under any bankruptcy, insolvency, receivership, reorganization, or similar legislation as relates to CONSULTANT, whether voluntary of involuntary; (v) CONSULTANT’s refusal or failure to perform or observe any covenant, condition, obligation or provision of this Agreement; and/or (vii) CITY’s discovery that a statement representation or warranty by CONSULTANT relating to this Agreement is false, misleading or erroneous in any material respect.
C. CITY will cure any Event of Default asserted by CONSULTANT within forty- five (45) calendar days of CONSULTANT ’s issuance of a Default Notice, unless the Event of Default cannot r easonably be cured within the 45 -day cure period. Prior to the expiration of the 45-day cure period, CITY may submit a written request for additional time to cure the Event of Default upon a showing that CITY has commenced its efforts to cure the Event of Default and that the Event of Default cannot be reasonably cured within the 45-day cure period. The foregoing notwithstanding, an Event of Default dealing with CITY’s failure to timely pay any undisputed sums to CONSULTANT as provided under Section 1. 4, above, will be cured by CITY within five (5) calendar days from the date of CONSULTANT’s Default Notice to CITY.
D. CITY, in its sole and absolute discretion, may also immediately suspend CONSULTANT’s performance under this Agreement pending
CONSULTANT’s cure of any Event of Default by giving CONSULTANT written notice of CITY’s intent to suspend CONSULTANT ’s performance (hereinafter, a “Suspension Notice”). CITY may issue the Suspension Notice at any time upon the occurrence of an Event of Default. Upon such suspension, CONSULTANT will be compensated only for those services and tasks which have been rendered by CONSULT ANT to the reasonable satisfaction of CITY up to the effective date of the suspension. No actual or asserted breach of this Agreement on the part of CITY will operate to prohibit or otherwise restrict CITY’s ability to suspend this Agreement as provided herein.
E. No waiver of any Event of Default or breach under this Agreement will constitute a waiver of any other or subsequent Event of Default or breach .
No waiver, benefit, privilege, or service voluntarily given or performed by a Party will give the other Party any contractual rights by custom, estoppel, or otherwise.
F. The duties and obligation s imposed under this Agreement and the rights and remedies available hereunder will be in addition to and not a limitation of any duties, obligations, rights and remedies otherwise imposed or available by law. In addition to any other remedies available to CITY at law or under this Agreement in the event of any breach of this Agreement, CITY, in its sole and absolute discretion, may also pursue any one or more of the following remedies:
i. Upon written notice to CONSULTANT, the CITY may immediately terminate this Agreement in whole or in part;
13 ii. Upon written notice to CONSULTANT, the CITY may extend the time of performance;
iii. The CITY may proceed by appropriate court action to enforce the terms of the Agreement to recover damages for CONSULTANT ’s breach of the Agreement or to terminate the Agreement; or
iv. The CITY may exercise any other available and lawful right or remedy.
CONSULTANT will be liable for all legal fees plus other costs and expenses that CITY incurs upon a breach of this Agreement or in the CITY’s exercise of its remedies under this Agreement.
G. In the event CITY is in breach of this Agreement, CONSULTANT’s sole remedy will be the suspension or termination of this Agreement and/or the recovery of any unpaid sums lawfully owed to CONSULTANT under this Agreement for completed services and tasks.
5.3 SCOPE OF WAIVER: No waiver of any default or breach under this Agreement will constitute a waiver of any other default or breach, whether of the same or other covenant, warranty, agreement, term, condition, duty or requirement contained in this Agreement. No waiver, benefit, privilege, or service voluntarily given or performed by a Party will give the other Party any contractual rights by custom, estoppel, or otherwise.
5.4 SURVIVING ARTICLES, SECTIONS AND PROVISIONS: The termination of this Agreement pursuant to any provision of this Article or by normal expiration of its term or any extension thereto will not operate to terminate any Article, Section or provision contained herein which provides that it will survive the termination or normal expiration of this Agreement.
VI.
MISCELLANEOUS PROVISIONS
6.1 DOCUMENTS & DATA; LICENSING OF INTELLECTUAL PROPERTY : All Documents and Data will be and remain the property of CITY without restriction or limitation upon their use or dissemination by CITY. For purposes of this Agreement, the term “Documents and Data” means and includes all reports, analyses, correspondence, plans, designs, notes, summaries, strategies, charts, schedules, spreadsheets, calculations, lists, data compilations, documents or other materials developed and/or assembled by or on behalf of CONSULTANT in the performance of this Agreement and fixed in any tangible medium of expression, including but not limited to Documents and Data stored digitally, magnetically and/or electronically. This Agreement creates, at no cost to CITY, a perpetual license for CITY to copy, use, reuse, disseminate and/or ret ain any and all copyrights, designs, and other intellectual property embodied in all Documents and Data. CONSULTANT will require all subcontractors and subconsultants working on behalf of CONSULTANT in the performance of this Agreement to agree in
14 writing that CITY will be granted the same right to copy, use, reuse, disseminate and retain Documents and Data prepared or assembled by any subcontractor or subconsultant as applies to Documents and Data prepared by CONSULTANT in the performance of this Agreement.
6.2 CONFIDENTIALITY: All data, documents, discussion, or other information developed or received by CONSULTANT or provided for performance of this Agreement are deemed confidential and will not be disclosed by CONSULTANT without prior written consent by CITY. CITY will grant such consent of disclosure as legally required. Upon request, all CITY data will be returned to CITY upon the termination or expiration of this Agreement. CONSULTANT will not use CITY’s name or insignia, photographs, or any publicity pertaining to the Work in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of CITY.
6.3 FALSE CLAIMS ACT : CONSULTANT warrants and represents that neither CONSULTANT nor any person who is an officer of, in a managing position with, or has an ownership interest in CONSULTANT has been determined by a court or tribunal of competent jurisdiction to have violated the False Claims Act, 31 U.S.C., Section 3789 et seq. and the California Fals e Claims Act, Government Code Section 12650 et seq.
6.4 NOTICES: All notices permitted or required under this Agreement will be given to the respective Parties at the following addresses, or at such other address as the respective Parties may provide in writing for this purpose:
CONSULTANT: CITY:
INSERT CONSULTANT NAME
INSERT ADDRESS
Attn: INSERT PERSON OF
CONTACT NAME
Phone: INSERT PHONE NUMBER
City of Bell Gardens
7100 S. Garfield Avenue
Bell Gardens, CA 90201
Attn: INSERT DEPARTMENT
Phone: 562-806-7700
Such notices will be deemed effective when personally delivered or successfully transmitted by facsimile as evidenced by a fax confirmation slip or when mailed, forty-eight (48) hours after deposit with the United States Postal Service, first class postage prepaid and addressed to the Party at its applicable address.
6.5 COOPERATION; FURTHER ACTS : The Parties will fully cooperate with one another, and will take any additional acts or sign any additional documents as are reasonably necessary, appropriate or convenient to achieve the purposes of this Agreement.
6.6 SUBCONTRACTING: CONSULTANT will not subcontract any portion of the Work required by this Agreement, except as expressly stated herein, without the prior written approval of CITY. Subcontracts (including without limitation subcontracts with subconsultants), if any, will contain a provision making them subject to all
15 provisions stipulated in this Agreement, including provisions relating to insurance requirements and indemnification.
6.7 CITY’S RIGHT TO EMPLOY OTHER CONSULTANTS: CITY reserves the right to employ other contractors in connection with the various projects worked upon by CONSULTANT.
6.8 PROHIBITED INTERESTS: CONSULTANT warrants, represents and maintains that it has not employed nor retained any company or person, other than a bona fide employee working solely for CONSULTANT, to solicit or secure this Agreement. Further, CONSULTANT warrants and represents that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for CONSULTANT, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, CITY will have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of CITY, during the term of his or her service with CITY, will have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.
6.9 TIME IS OF THE ESSENCE: Time is of the essence for each and every provision of this Agreement.
6.10 GOVERNING LAW AND VENUE : This Agreement will be interpreted and governed according to the laws of the State of California. In the event of litigation between the Parties, venue, without exception, will be in the Los Angeles County Superior Court of the State of California. If, and only if, applicable law requires that all or part of any such litigation be tried exclusively in federal court, venue, without exception, will in the Central District of California located in the City of Los Angeles, California.
6.11 ATTORNEYS’ FEES: If either Party commences an action against the other Party, legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing Party in such litigation will be entitled to have and recover from the losing Party reasonable attorneys’ fees and all other costs of such action.
6.12 SUCCESSORS AND ASSIGNS : This Agreement will be binding on the successors and assigns of the Parties.
6.13 NO THIRD-PARTY BENEFIT: There are no intended third -party beneficiaries of any right or obligation assumed by the Parties. All rights and benefits under this Agreement inure exclusively to the Parties.
6.14 CONSTRUCTION OF AGREEMENT : This Agreement will not be construed in favor of, or against, either Party but will be construed as if the Parties prepared this Agreement together through a process of negotiation and with the advice of their respective attorneys.
16 6.15 SEVERABILITY: If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions will continue in full force and effect.
6.16 AMENDMENT; MODIFICATION: No amendment, modification or supplement of this Agreement will be valid or binding unless executed in writing and sig ned by both Parties, subject to CITY approval. The requirement for written amendments, modifications or supplements cannot be waived and any attempted waiver will be void and invalid.
6.17 CAPTIONS: The captions of the various articles, sections and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
6.18 INCONSISTENCIES OR CONFLICTS : In the event of any conflict or inconsistency between the provisions of this Agreement and any of the exhibits attached hereto, the provisions of this Agreement will control.
6.19 ENTIRE AGREEMENT : This Agreement, including all attached exhibits , constitutes the entire, complete, final and exclusive expression of the Parties with respect to the matters addressed herein and supersedes all other agreements or understandings, whether oral or written, which may have been entered into between CITY and CONSULTANT prior to the execution of this Agreement. Any statements, representations, or other agreements, whether oral or written, made by either Party that is not embodied herein will not be valid or binding on the Parties. No amendment, modification or supplement to this Agreement will be valid and binding unless in writing and duly executed by the Parties pursuant to Section
6.16, above.
6.20 FORCE MAJEURE: The Term shall be extended in the event of any delays due to unforeseeable causes beyond the control of CONSULTANT and without the fault or negligence of CONSULTANT, including but not limited to severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the CITY, if the CONSULTANT shall within three (3) calendar days of the commencement of such delay notify the City Re presentative in writing of the causes of the delay. The City Representative shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the City Repr esentative such delay is justified. The City Representative’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall CONSULTANT be entitled to recover damages against the CITY for any delay in the performance of this Agreement, however caused, CONSULTANT’s sole remedy being extension of the Agreement pursuant to this Section.
6.21 COUNTERPARTS: This Agreement may be executed in any number of counterparts, each of which shall be deemed an original, but all of which when taken together shall constitute one and the same instrument. No handwritten or typewritten amendment, modification or supplement to any one counterpart will be
17 valid or binding unless made to all three counterparts in conformity with Section
6.16, above. One fully executed original counterpart will be delivered to CONSULTANT and two original counterparts will be retained by CITY.
(SIGNATURES ON NEXT PAGE)
18 IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed the day and year first appearing in this Agreement, above.
CITY OF BELL GARDENS:
By:_______________________________
Name:____________________________
Title:____________________
Date:_____________________
APPROVED AS TO FORM:
By:____________________________
Stephanie Vasquez, City Attorney
CONSULTANT NAME:
By:_______________________________
Name:____________________________
Title:____________________
Date:_____________________
19 EXHIBIT “A”
CITY RFP
20 EXHIBIT “B”
CONSULTANT PROPOSAL
20 EXHIBIT “B”
CONSULTANT PROPOSAL
Strategic Plan
CITY OF BELL GARDENS
1650 21 Miller Alley, Suite 210 | Pasadena, CA 91105
(626) 744-9872 | www.migcom.com
Proposal | February 13, 2025
PLANNING / DESIGN / COMMUNICATIONS / MANAGEMENT / TECHNOLOGY / SCIENCE 21 Miller Alley, Suite 210
Pasadena, CA 91105
(626) 744-9872
www.migcom.com
CALIFORNIA
BERKELEY, FULLERTON,
LOS ANGELES, PASADENA,
RIVERSIDE, SACRAMENTO,
SAN DIEGO, SAN JOSE,
AND SONOMA
COLORADO
DENVER
NEW YORK
BROOKL YN
OREGON
PORTLAND
TEXAS
SAN ANTONIO
WASHINGTON
SEATTLE
February 13, 2025
Jennifer Pineda, Executive Assistant
City of Bell Gardens
7100 Garfield Avenue
Bell Gardens, CA 90201
Re: Proposal for the City of Bell Gardens Strategic Plan Dear Selection Committee Members:
Thank you for considering MIG, Inc. as your consultant to lead development of the City of Downey’s next Strategic Plan. We believe that strategic planning can measurably improve cities and organizations to better advance their missions and achieve desired outcomes, invigorating and uniting leaders, staff, and stakeholders around a clear and meaningful path ahead.
As the City of Bell Gardens continues to deliver services, programs, and initiatives that respond to the needs of the community, staff is engaging and collaborating with the City Council to ensure efficiencies, sound management, and fiscal solvency. Looking forward to planning for the next fiscal year, the city is considering the development of a comprehensive Strategic Plan that will articulate a shared community vision and a set of goals for the city to implement strategic priorities that align with the annual budget. The process to develop the Strategic Plan will need to include opportunities for the community to share ideas about their priorities and vision for the future and engagement with the City Council will be key.
MIG brings over 40 years of experience in engaging organizations and communities in Southern California and nationwide in planning for future change, using a broad set of traditional and innovative tools. We bring extensive expertise in working with cities and public agencies with complex operational structures that serve diverse communities. Our experienced team is best suited to work with you on setting the course for the future of Bell Gardens on the following qualifications:
» Proven track record in strategic planning that leads to desired change and actionable, operational plans.
» In-depth knowledge of change efforts with public agencies and municipalities through our innovative work with clients locally, regionally, statewide, and nationally. » Local understanding of and recent experience working in the SELA communities. » A collaborative approach that builds and deepens partnerships and support for implementation—from start to finish.
To support the City of Bell Gardens with developing a five-year Strategic Pan, MIG is providing the following proposed scope of work and fee. This proposed approach is a baseline that responds to the elements and four-month timeline. These scope items can be modified based on the city's specific needs and resources.
I have read and will comply with all terms and conditions of the RFP and MIG does not have any financial, business, or other relationship with the City that may have an impact upon the outcome of the professional services agreement.
If you have any questions, please reach out to me at (626) 744-9872 ex. 3010 or esmeraldag@ migcom.com. We look forward to discussing our proposed approach and workplan with you in more detail.
Sincerely,
Esmeralda García
Principal-in-Charge
TABLE OF CONTENTS
Proposer’s Qualifications and Staffing 1
Work Plan/Proposed Approach 8
References 19
Additions or Exceptions 19
Pricing 20
Pending Litigation 21
Insurance 21
City of Bell Gardens | Strategic Plan 3
Proposer’s Qualifications and Staffing
MIG is at the forefront of innovation. We are leading
local, regional, and national planning and design
initiatives to improve accessibility and equity; engage, educate, and empower people through participatory
processes; facilitate strategy development for social
change; create playful and inclusive communities;
reimagine streets and repurpose infrastructure;
revitalize cities and restore ecosystems; and promote
environmental stewardship by recognizing that
the health of the natural and built world is mutually
dependent.
MIG has worked closely with cities and other
public agencies throughout the United States to
create effective strategic plans for change and
improvement. These change efforts manifest in clear
direction, dynamic organizational models, equitable
and defensible decision-making, fiscal leveraging,
collaborative systems, healthier places, and stronger
individuals, families, and communities. Our dedicated
staff has the experience to design and implement
processes based on a thorough exploration of lessons
learned, existing conditions, and future opportunities
and trends. Our experience cuts across a wide range
of public, nonprofit, and private sector contexts, which contributes to our breadth of knowledge, creativity, and contextual understanding.
About MIG
MIG, Inc., improves, adapts, and creates organizations, environments, and tools for human development. We
are a community of designers, planners, engineers,
scientists, and storytellers who engage people in
creative problem-solving and collective action. We
believe that the physical and social environment around us have a profound impact on our lives, and this belief shapes the principles that guide our work:
» Communities can plan their own futures.
» The world needs an ecological perspective.
» Great projects work for everyone.
» Elegant design inspires new thinking.
» Every project presents an opportunity to advance
racial and social equity.
» All work must be context driven.
4 City of Bell Gardens | Strategic Plan
Project Team
MIG is proud to present an experienced and highly
qualified team to provide Strategic Planning Services.
Our team members have been selected for their strong
expertise in their fields of work as well as for their
passion for this project.
Managing Principal Esmeralda García will be the
day-to-day contact for this project responsible for
the management, delivery, and quality control of
all project deliverables. She will make certain that
adequate resources are made available to the project
and all contractual requirements are met. Esmeralda
is a community planning and engagement expert
whose projects often tackle complex social and
economic issues associated with public services and
infrastructure, transportation, housing, and urban
planning and design. She is widely recognized for her
ability to reach and connect with communities of diverse backgrounds and cultures—many of whom are under-
served and often go unheard. Esmeralda combines
her extensive experience in facilitation and strategic
planning with her broad knowledge of planning and
communications to bring people together to identify
and resolve problems. With her fluency in Spanish
and English, she is uniquely positioned to articulate
challenges, opportunities, and goals for both clients and constituents.
Strategic Planner Brittney Lu-Jones is a creative,
collaborative, and detail-oriented planner and
community engagement specialist, dedicated to
participatory planning work that builds more equitable
and resilient communities. Passionate about the
intersection of public health, urban planning, and
environmental justice, Brittney works with diverse
communities to enact land use change that advances
equitable health outcomes. She has helped create and
disseminate public information materials, strategized
in-person and digital outreach efforts, and managed
contact databases to support ongoing engagement with
partners and residents. Brittney will work closely with Esmeralda to support the assessment and development
of the Strategic Plan
Project Associate and Community Engagement
Specialist Sara Perez Rojas has a broad range of
experience developing and implementing strategies
to engage the public and members of organizations of
different scales to engage in the planning process. She will support Esmeralda and Brittney with developing
interactive tools to gather all participants’ vision and priorities for the Strategic Plan.
ORGANIZATIONAL STRUCTURE
Esmeralda García, Managing Principal
PROJECT MANAGEMENT
STRATEGIC PLANNING AND
ENGAGEMENT/FACILITATION
Esmeralda García
Brittney Lu-Jones
Sara Perez Rojas
ADDITIONAL TECHNICAL SUPPORT
Strategic planners; organizational development
specialists; facilitators; community engagement
and strategic communications specialists; urban
planners; land use and economic development
specialists; graphic designers; web technology
developers and designers; and administrative and
accounting
CITY OF BELL GARDENS
City of Bell Gardens | Strategic Plan 5
EDUCATION
» BA, Art History, California State
University, Los Angeles
CERTIFICATIONS
» Equitable Community Change,
Cornell University
PROFESSIONAL AFFILIATIONS
» American Planning Association
(APA)
AWARDS
» 2018 CA APA Large
Jurisdiction Implementation
Award: Los Angeles Vision
Zero Action Plan
» 2016 South Coast Air
Quality Management
District Promotion of Good
Environmental Stewardship
Award: Commerce Green
Zones Action Plan
Esmeralda García
MANAGING PRINCIPAL
With over 30 years of experience, Esmeralda García is a community planning and public outreach expert whose projects often tackle complex social and economic issues associated with public services and infrastructure, transportation, housing, and urban planning and design. Through her early volunteer work, she was exposed to community organizing and governance, which sparked her passion for collaborative engagement and inclusive decision-making. Esmeralda is widely recognized for her ability to reach and connect with communities of diverse backgrounds and cultures—many of whom are under-served and often go unheard. She combines her extensive experience in facilitation and strategic planning with her broad knowledge of planning and communications to bring people together to identify and resolve problems. With her fluency in Spanish and English, Esmeralda is uniquely positioned to articulate challenges, opportunities, and goals for both clients and constituents. Whether it’s a freeway corridor impacting tens of thousands of residents and businesses or a neighborhood park serving a hundred families, she is dedicated to forging understanding and cooperation to find implementable solutions that improve the lives of everyone.
SELECTED PROJECT EXPERIENCE
» Downey Strategic Plan, Downey, CA
» Rosemead Strategic Plan, Rosemead, CA
» Cathedral City Strategic Plan, Cathedral City, CA
» Pomona Strategic Plan, Pomona, CA
» Twentynine Palms Strategic Plan, Twentynine Palms, CA » Omnitrans Strategic Plan, San Bernardino, CA
» San Diego Community College District Strategic Plan Development, San Diego, CA
» LA County Department of Regional Planning Strategic Plan, Los Angeles, CA
» LA County Beaches and Harbor Strategic Plan, Los Angeles, CA » Pasadena Playhouse Village Business Improvement District Strategy Framework, Pasadena, CA
» Long Beach Economic Partnership Strategic Plan, Long Beach, CA » South Lake Ave Business Improvement District Strategic Plan, Pasadena, CA
» Rialto Downtown Vision and Strategic Plan, Rialto, CA » Commerce Green Zones Working Group and Action Plan, Commerce, CA » Gateway Cities Sustainable Communities Strategy, Los Angeles, CA » Los Angeles Vision Zero Strategic Plan, Los Angeles, CA
6 City of Bell Gardens | Strategic Plan
EDUCATION
» MURP, Urban and Regional
Planning, University of
California Los Angeles
» MPH, Public Health, University
of California Los Angeles
» BS, Public Health, University of
California San Diego
Brittney Lu-Jones
STRATEGIC PLANNER / COMMUNITY ENGAGEMENT SPECIALIST
With seven years of experience, Brittney Lu-Jones is experienced in working with diverse communities to enact land use change that advances equitable health outcomes. She spent the past five years organizing in South Los Angeles to support policy campaigns targeting a citywide phaseout of oil drilling, empowered residents to participate in a community science health study, and engaged with neighbors about upcoming active transportation projects. She has helped create and disseminate public information materials, strategized in-person and digital outreach efforts, and managed contact databases to support ongoing engagement with partners and residents.
Brittney is passionate about the intersection of public health, urban planning, and environmental justice, and believes that community voices should be at the center of decision-making processes that affect built environments.
SELECTED PROJECT EXPERIENCE
» Pomona Strategic Plan, Pomona, CA
» Los Angeles County Department of Parks and Recreation Parks Needs Assessment Plus (PNA+), Los Angeles County, CA
» SELA Cultural Center Advisory Panel Facilitation, Los Angeles, CA » San Diego Child Care Blueprint Implementation, San Diego, CA » Funding Community Health Workers in California: Using Medi-Cal to Transform Healthcare Delivery, Los Angeles, CA*
» Los Angeles Voices on Oil, Community, Environment, and Salud, Los Angeles, CA*
» Stand Together Against Neighborhood Drilling Coalition Member, Los Angeles, CA*
» Normandie Beautiful Active Transportation Program Cycle 6, Los Angeles, CA*
» Understanding Workforce Diversity in the Transit Industry: Establishing a Baseline of Diversity Demographics, Graduate Student Researcher, Los Angeles, CA*
* Work completed prior to joining MIG
City of Bell Gardens | Strategic Plan 7
EDUCATION
» Environmental Studies,
University of California, Los
Angeles
» Minor in Urban and Regional
Studies and GIS and
Technology, University of
California, Los Angeles
» Minor in Geographic
Information Systems and
Technology, University of
California, Los Angeles
Sara Perez Rojas
PROJECT ASSOCIATE / ENGAGEMENT SPECIALIST
Sara Perez Rojas is a project associate dedicated to amplifying community members voices. She has supported numerous community engagement programs for multi-disciplinary projects across Southern California. Sara has successfully designed and implemented survey instruments to elicit community input over digital platforms and paper format. She’s created and managed complex databases of community-based organizations to optimize partnerships with communities. With her experience and knowledge of GIS, Sara has effectively aided the visualization of data which she’s adapted and applied to the production of community engagement materials and documents using Adobe InDesign. Sara utilizes her fluency of the Spanish language to connect and communicate with Spanish speaking communities. Her passions and interests lie in equity, housing, transportation, social justice, and urban forestry.
She aims to ensure public outreach material that is easy to comprehend and access.
SELECTED PROJECT EXPERIENCE
» Downey Strategic Plan, Downey, CA
» LA County and LA City Urban Forest Management Plans Engagement, Los Angeles, CA
» Pasadena Safe Speed Campaign, Pasadena, CA
» Covina Active Streets, Covina, CA
» Broadway-Manchester Active Transportation (ATP) Equity Project, Los Angeles, CA
» Pasadena Housing Element Community Engagement, Pasadena, CA » San Gabriel Valley Greenway Network Strategic Implementation Plan, San Gabriel Valley, CA
» Los Angeles County Parks Regional and Rural Needs Assessments, Los Angeles, CA
» Compton 2040 General Plan, Compton, CA
» Echo Park Facility Assessment Community Surveys and Facilitation, Los Angeles, CA
» State Street Master Plan, Santa Barbara, CA
» Santa Barbara County Housing Element Update, Santa Barbara/ Santa Maria, CA
» College of the Canyons Educational Facilities Master Plan, Santa Clarita, CA
8 City of Bell Gardens | Strategic Plan
Work Plan/Proposed Approach
Understanding
In a diverse city like Bell Gardens, we recognize that
community members, city leaders, and city staff all have varying and perhaps competing priorities. Ensuring that the strategic planning process is inclusive of different perspectives will help establish a holistic plan for the city. With recent city and regional planning efforts and initiatives, including the Housing Element Update, Lower Los Angeles River Revitalization Plan, and Southeast
Gateway Line, and recently launched Climate Action
Plan the Strategic Plan process is an opportunity to
establish a community-wide vision and confirm the
community’s shared values and ground the City’s work
around a set of guiding principles.
Targeted outreach with longtime residents, local
business owners, and community leaders will help
develop a long-term vision and corresponding actions
that benefit those who have long shaped the beauty of
Bell Gardens. Existing social media accounts and the
newer Bell Gardens Connect App can all be leveraged
to raise awareness about upcoming plans, gather input,
and request feedback. As we come together to imagine
and plan for Bell Gardens’ future, considering the
voices of community members, city departments, and
leaders will be fundamental in co-creating a responsive, actionable, and robust strategic plan.
To support the City of Bell Gardens with their upcoming strategic planning process, MIG proposes an approach
that meaningfully engages with residents, facilitates
conversations with city councilmembers, and surveys
city staff to identify key priorities, understand needs across departments, and establish measurable
indicators that keep operations on-time and in-budget.
This approach will utilize a combination of feedback
gathering tools, consensus-building processes, and
data-driven metrics to help Bell Gardens respond to
priorities, barriers, and opportunities. We believe that residents hold a wealth of expertise to guide long-term visioning, city leaders can implement responsive and
bold objectives, and city staff should feel sustained
in executing these strategies in a timely, fiscally-
responsible manner, and use these values to drive the
strategic planning process.
City of Bell Gardens | Strategic Plan 9
Proposed Approach
PHASE 1: VISIONING
1.1 Project Initiation and Project Management
MIG will meet in person with the City’s Project
Management Team during a two-hour Project Initiation
Meeting. The purpose of the meeting is to review
the project scope, schedule, and budget; as well
as discuss desired outcomes, identify key issues to
address, and confirm roles and responsibilities for each person involved. MIG will provide a summary of the
key discussion points and action items from the Project Initiation meeting.
MIG and the City’s designated project manager will
maintain ongoing planning and coordination during
half-hour teleconference meetings during key junctures
of the process, for a maximum of 12 calls. Four (4)
one-hour teleconference calls are also included in this task to review work products and strategy for major
milestones (City, Council workshop, questionnaire, draft plan, etc.). During the project, MIG’s project manager
will communicate regularly by phone and email with the
City’s designated project manager to discuss emerging
issues and priority topics.
This task also encompasses contract administration,
invoicing, scheduling, and other support functions
designed to ensure the timely delivery of services
and assumes a period of work from March 2025 to
September 2025.
Deliverables:
» Attendance at one in-person Project Initiation Meeting (2 MIG staff)
» Project Initiation Meeting Summary (MS Word
Document)
» Half-hour teleconference calls (12)
» One-hour teleconference meetings (4)
» Electronic and phone communications
1.2 City Council Interviews (5)
The City Project Management Team will organize five
(5) one-hour, one-on-one phone and/or digital platform
interviews with City Council members. The purpose of
these sessions will be to identify strengths, issues, and the future vision for Bell Gardens. The interviews will also explore council members’ priority initiatives and projects.
MIG will develop the questions in coordination with the City’s Project Management Team. City staff will extend
the invitations and coordinate scheduling the phone
calls. MIG will conduct the interviews and consolidate
the findings from all the interviews into a summary that includes emerging themes. These findings will inform the approach and format for the City Council Workshop.
Deliverables:
» Draft and final City Council Interview Questions
(MS W
ord Document)
» One-on-one City Council Interviews (5)
» Emerging Themes Summary (MS Word Document)
1.3 Executive Team Meeting #1
MIG will collaborate with the City Project Management
Team to design an approach and agendas for three
touch points with city staff. MIG will meet with the
Executive Management Team which includes the City
Manager and City department directors. An Executive
Team and staff leadership workshop will include
additional City staff leaders who the City Manager and
department directors determine play a key role in the
decision-making processes regarding the work of the
City.
10 City of Bell Gardens | Strategic Plan
The purpose of these meetings will be to engage the
team to inform the vision, mission, strategic issue areas, goals, actions, and benchmarks to measure outcomes.
The Strategic Plan will establish a vision for a ten-year horizon and implementation plan for the next five years.
To ensure successful implementation over the next three- to-five years, MIG suggests opening up these meetings
to additional levels of directors and supervisors, as it will be essential that the City leadership is engaged so work programs support and achieve Strategic Plan goals.
For each meeting, MIG will define the meeting
objectives and design the agenda, materials, and
facilitation approach in coordination with the City Project Management Team. MIG will serve as meeting facilitator
and will use wallgraphics and other methods to facilitate and record ideas, discussion points, and workshop
outcomes. City staff will coordinate the dates, times and location of the meetings and workshop.
At Executive Team Meeting #1, MIG will design and
facilitate an interactive and exploratory discussion
with city staff, including the representatives from the City Manager’s Office and leadership from the city
departments. This will include an explanation of the
strategic planning process, desired outcomes for this
process, and facilitated discussion focused on the City’s vision for the next ten to twenty years, shared values, and future opportunities. The meeting will also explore current services and operations, organizational strengths and weaknesses, and observations regarding community
perceptions of the City’s work and services. MIG will
summarize key findings and discussion points of this
meeting in a summary. The meeting will be attended by
one MIG facilitator and one notetaker. MIG proposes one more meeting with the Executive Team (see Tasks 3.2)
to ensure department initiatives, projects, and plans are aligned with the priorities identified by the City Council and the broader vision and needs expressed by the
community.
Deliverables:
» Attend and facilitate in-person Executive Team
Meeting #1 (2 MIG staff)
» Draft and Final Executive Team Meeting Agenda (MS
Word Document)
» Strategic Plan Overview Presentation (PowerPoint)
» Executive Team Meeting Summary (MS Word
Document)
1.4 City Council Workshop
MIG will design and facilitate a half-day (four hours)
workshop to introduce the City Council to the Strategic Plan process and engage them in a discussion to share
their long-range vision, goals, desired outcomes, and
near-term priorities. The workshop will include facilitated activities and exercises that will explore the City Council’s ideas and opportunities related to Bell Gardens’ sense of place, economic development, quality of life issues, fiscal sustainability, community satisfaction, internal processes, and other topics identified through the interviews.
MIG will define the workshop objectives and design the
agenda, presentation materials, and facilitation approach in coordination with the City Project Management
Team. The approach will include recommendations for
including city staff in the presentations. MIG will serve as facilitator for the workshop and will capture comments
during discussions on large wallgraphics in real time. City staff will coordinate the date and time for the workshop and determine the location. City staff will be responsible for noticing the meeting. After the workshop, MIG will
document the key findings and discussion points in a
summary. Themes from this discussion will be used to
develop the draft Vision, Mission and Strategic Priorities (Task 2.1).
Deliverables:
» Draft and final City Council Workshop Agenda
(MS Word Document)
» Strategic Plan Overview Presentation (PowerPoint)
» City Council Workshop Summary (MS Word
Document)
City of Bell Gardens | Strategic Plan 11
1.5 Community and City Staff Engagement
Questionnaires
MIG will design a web-based questionnaire focusing
on understanding the community’s ideas for the
future of Bell Gardens. The questionnaire will balance
aspirational questions to learn about the community’s
vision and what they think makes Bell Gardens special,
with more specific prompts to elicit feedback about
issues, concerns, and opportunities that are important
to residents, businesses, and visitors. The City Project Management Team will review and provide feedback
on the draft questionnaire. Once approved by the
City Project Management Team, MIG will translate the
questionnaire to Spanish. MIG will provide a digital file for the City to produce print copies and place at public facilities and local businesses. City staff or volunteers will be responsible for entering the responses of any paper
copies of the questionnaire into the digital platform.
MIG will adapt the community questionnaire to develop
one designed to engage City staff about their thoughts
and recommendations related to the City’s vision,
mission, strategic priorities and goals. The questionnaire will also gather input about what City employees value
about working in Bell Gardens, how they see their work
as part of the larger organization, and to learn about
how they see the strengths and challenges of their
department and the larger organization of the City. MIG will provide a draft set of questions for review by the City Project Management Team, following the first Executive
Team Meeting. Once approved, the City Project
Management Team will share the link with City staff.
MIG will provide charts and graphs and the raw data of
the questionnaire results for the Community and Staff
Questionnaires. Findings from these results will be used to inform the draft Vision, Mission and Strategic Priorities.
Deliverables:
» Draft and Final Community and City Staff
Questionnaires (MS Word)
» Digital Link to Questionnaires (Staff, Community
English and Spanish)
» Charts and graphs of results (PDF)
» Community and City Staff Questionnaire Raw Data
(Excel data file)
STRATEGIC PLAN FRAMEWORK
Downey is a charming mid-size city that feels like a small town.
The City’s neighborhoods are attractive, safe and tranquil, and provide opportunities for residents of all ages to set down roots and feel connected to the social and family networks.
We celebrate and embrace our rich history and varied cultures.
Our strong sense of community drives our spirit of service and coming together.
We continue to take pride in our foundation in science and aerospace and promote its VLJQL²FDQFHIRURXUFRPPXQLW\DQGWKHUHJLRQ
Our commercial corridors are active with diverse opportunities for all to shop and enjoy entertainment for families and residents of all ages.
We value the premier community facilities, parks, educational venues, vibrant performance VSDFHVDQGRIIHULQJVWKDWIXO²OOWKHQHHGVRIWKHGLYHUVHJURXSVLQRXUFRPPXQLW\
COMMUNITY VISION AND VALUES
Proudly committed to continuously improving the quality of life for the Downey community by providing excellent service in a professional, ethical, and responsible manner.
MISSION
Fiscal Responsibility
Maintain a Financially Stable Local Government.
GOALS
Economic Vibrancy
Support community needs through a stable, vibrant and diverse local economy.
Efficiency and Adaptability
Create an environment where new process and programs are encouraged and are used to improve internal and external services.
Quality of Life, Safety and Infrastructure
Foster a safe community through key investments and provide inclusive, diverse community programs and activities.
Public Engagement
Cultivate a trustworthy and participatory local government through equitable, transparent, and effective processes.Downey Forward 2030 Strategic Plan PHA SE 2: STRATEGIC PLAN FRAMEWORK
2.1 Draft Vision, Mission and Strategic Issue Areas
The Strategic Plan Framework is the organizing structure for the Strategic Plan document. It includes the Vision and Mission statements which are used to define the
direction of work under the plan. The Strategic Plan
Framework also includes a set of measurable goals,
which serve as the broad themes of the work the city
hopes to or needs to focus on going forward. A goal
helps to define what the City intends to achieve for each of the Strategic Priorities.
1.6 Community Workshops
MIG will design an approach to facilitate two community workshops. The purpose of the workshops will be to
engage with the Bell Gardens community over a series of activities to learn about their vision for the community and explore needs and opportunities for the future.
MIG will collaborate with the City's Project Management Team to identify community partners who could take part in outreach for the workshops and have a role in the
activities. Staff will coordinate and secure the venue. MIG will develop workshop materials including flyer, agenda, and presentation materials.
» Attend and facilitate two (2) in-person Community
Workshops (2 MIG Staff)
» Draft and Final Workshop Materials (MS Word
Document)
Deliverables:
12 City of Bell Gardens | Strategic Plan
MIG will collaborate with the City’s Project Management Team in developing the draft Vision, Mission, and
Strategic Priorities in an iterative approach throughout this process. Essentially, the outcomes of each workshop and meeting described in the previous tasks will
inform development of the elements of the strategic
plan framework. Throughout this process and in close
coordination with the City’s Project Management Team,
MIG will create, expand, and refine these elements,
initially as a “framework” or outline document, followed by a fully developed narrative/descriptions. If desired by the City, MIG could package the vision, goals, and
projects in an illustrative diagram.
MIG will develop drafts of the Vision statement and
Mission, and Strategic Priorities. For review by the City Project Management Team.
Deliverables:
» Draft Vision, Mission, Strategic Priorities (MS Word
Document)
2.2 Executive Team and Staff Leadership
Workshop
MIG will collaborate with the City Project Management
Team to design an approach and agenda for a half-day
workshop with the City Management Team and other key
staff leaders. The workshop will take place at a space
that can accommodate a large group and where staff can
participate in interactive sessions. The purpose of this workshop will be to engage City department directors
and any additional leadership staff identified by the City Project Management Team, such as managers or senior
staff, to confirm the City’s vision and mission and discuss the long-term goals for the work of each department and its divisions.
Additionally, the workshop will also be designed
to support team-building and inter-departmental
collaboration among staff, focusing on uncovering their shared values, identifying their strengths and assets, and considering new approaches to managing their limited
resources while getting results.
Two MIG staff will attend and facilitate. MIG will share a brief presentation which will review the key themes from Phase I activities. The presentation will also include a brief explanation of the purpose for the Strategic Plan and introduce suggested definitions for the key elements that will be part of the Strategic Plan Framework— Vision and Mission Statements, Strategic Priorities and Goal
Statements. MIG will facilitate a discussion about these terms and definitions so there is consensus about the
terminology used in the plan.
MIG will use digital wallgraphics, and other methods
to facilitate and record ideas, discussion points and
meeting outcomes. The City Project Management
Team will coordinate the date, time and location for the four-hour workshop.
Deliverables:
» Attend and facilitate Executive Team and Staff
Leadership Workshop (2 MIG staff)
» Draft and final Executive Team and Staff Leadership
Workshop Agenda (MS Word Document)
» Strategic Plan Overview and Phase I Themes
Presentation (PowerPoint)
2.3 Draft Goals and Benchmarks
MIG will use the feedback from the Executive Team
and Staff Leadership workshop to prepare a revised
draft Strategic Plan Framework that includes the city
Vision and Mission statements, Strategic Priorities and a set of Goal Statements and benchmarks for tracking
implementation of the Strategic Plan.
CITY OF DOWNEY | 2030 DOWNEY FORWARD | STRATEGIC PLAN
29 2 Expand community outreach to identify additional community needs.
Д Establish systems to ensure all City
information, literature, and outreach is
engaging and responds to the communication
needs of residents of all abilities.
Д Complete a Community Satisfaction
Survey to monitor community support and
satisfaction of Strategic Plan outcomes and
to objectively gather community opinions,
preferences, and satisfaction of City services.
Д Ensure the City is telling its story and
leverage social media platforms.
Д Develop an outreach and engagement
strategy to determine if services are
addressing the needs of Downey’s diverse
community including families, younger age
residents, and retirees.
GOAL 5: PUBLIC ENGAGEMENT
City of Bell Gardens | Strategic Plan 13
The City Project Management Team will provide MIG with
one consolidated set of comments and MIG will revise
to include in a revised, final version of the Strategic Plan Framework as a Word Document.
Deliverables:
» Draft and Final Strategic Plan Framework (MS Word
Document)
PHASE 3: STRATEGIC PLAN
3.1 Draft Strategic Plan and Implementation Plan
MIG will build upon the Strategic Plan Framework to
develop the draft Strategic Plan and Implementation
Plan. These will incorporate the feedback provided
during the Executive Team and Staff Leadership
workshop and the City’s Project Management Team. This
will include benchmarks for each action that Strategic
Priority, and department-level short- and long-term goals.
MIG will provide this draft for review by the City Project Management Team. The City Project Management Team
will provide MIG with one consolidated set of comments
and MIG will revise these based on the feedback.
Deliverables:
» Draft and Revised Draft Strategic Plan and
Implementation Plan (MS Word Document)
3.2 Executive Team Meeting #2
MIG will design and implement a second two-hour
in-person Executive Team Meeting to present and review
the Strategic Plan and Implementation Plan. MIG will
facilitate a discussion to inform and refine department short- and long-term goals, confirm the timeframes to
complete actions that implement projects and initiatives for each department. The team will review benchmarks
and other performance measures for each Strategic
Priority that those executing the plan will use to evaluate success. Two MIG staff will attend and facilitate this
meeting. MIG will use the feedback from this session to revise the Draft Strategic Plan and Implementation Plan.
The City Project Management Team will coordinate the
date, time and location for the two-hour workshop.
Deliverables:
» Attend and facilitate Executive Team Meeting #2
(2 MIG staff)
» Draft and final Executive Team Meeting Agenda (MS
Word Document)
3.3 Final Draft Strategic Plan and Implementation
Plan
MIG will develop the content for a final draft of the
Strategic Plan and Implementation Plan. This will
incorporate the feedback from the Executive Team
Meeting #2. The document will
include the city Vision and Mission Statements, Strategic Priorities, Goal Statements, benchmarks, metrics, and
delineate actions specific to the city departments and
staff roles for implementation. The final draft will also include an introduction and overview of the process to
develop the strategic plan and definitions for each of
these elements.
MIG will provide this content in a Word Document for
review by the City Project Management Team, Executive
Management Team and other department leaders. The
City Project Management Team will provide MIG with one
consolidated set of comments and MIG will revise these
based on the feedback.
Deliverables:
» Draft Strategic Plan and Implementation Plan (MS
Word Document)
3.4 City Council Work Session
MIG will develop a short presentation for the City Council to review the elements of the Strategic Plan. During this work session MIG will facilitate a brief discussion with City Council members to gather their feedback on the
final Strategic Plan.
Deliverables:
» Attendance at City Council Work Session
» Strategic Plan presentation (PowerPoint)
3.5 Final Strategic Plan and Implementation Plan
MIG will make one final revision to the final Strategic Plan Implementation Plan document based on comments and
feedback from the City Council and after final review by the City Project Management Team. MIG will deliver the
final Strategic Plan as a Word Document for final review by the City Project Management Team. MIG will provide
Word and PDF files of the final Strategic Plan to the City Project Management Team for printing and posting to the City website.
Deliverables:
» Final Strategic Plan (MS Word and PDF files)
14 City of Bell Gardens | Strategic Plan
3.6 City Council Adoption
MIG will attend a City Council meeting and present a
summary and highlights from the Final Strategic Plan.
MIG will develop a brief PowerPoint presentation and
City staff will provide copies of the Strategic Plan.
Deliverables:
» Attend City Council meeting and present
» Draft and final presentation (PPT)
OPTIONAL TASKS
Task A (Optional) Community Outreach Pop-up
Activities
MIG proposes a set of five (5) pop-up outreach activities to publicize the City’s strategic planning process and
gather input from Bell Gardens community members
a about their vision and their needs and ideas for the
future of the community. MIG will design an interactive poster to engage community members in articulating
their ideas about the future of Bell Gardens. A second
exhibit will be designed to explain the strategic planning process and how the plan will be used by the City. MIG
staff will also have paper copies of the questionnaire
and iPads available for community members to provide
their responses to the questionnaire. A sign with the QR directing people to the questionnaire link will also be available for those who wish to respond at another time.
MIG will provide drafts of the poster and exhibits to the City Project Management Team for review, and work with
the City Project Management Team to determine the
time and location for these events. Venues and locations could include farmers market, community center, library, high school, shopping centers, and others.
MIG will provide a summary of the themes heard from
the community and integrate the themes heard at these
events into the Strategic Plan Framework.
Deliverables:
» Attend Pop-Up Activity (2 MIG Staff, 5 events)
» Draft and final poster (PDF) and exhibit (PDF)
» Summary of Themes (MS Word Document)
City of Bell Gardens | Strategic Plan 15
Facilitation of Strategic Plan/ Community Engagement Event(s)/Goal Setting WorkshopsEmployee and Stakeholder EngagementDevelopment of Strategic PlanCouncil or Governing Body Work Session and Approval Downey Forward 2030 Strategic Plan
Rosemead Strategic Plan
Cathedral City 5-Year Strategic Plan
Pomona Strategic Plan
Twentynine Palms Strategic Plan
Omnitrans Strategic Plan, San Bernardino
City of Commerce Green Zones Working Group and Action Plan Gateway Cities Sustainable Communities Strategy
LA County Department of Regional Planning Strategic Plan LA County Beaches and Harbor Strategic Plan
LA County Public Works Equity in Infrastructure Initiative Long Beach Economic Partnership Strategic Plan
Lower and Upper Los Angeles River Revitalization Plans City/County Association of Governments of San Mateo County Strategic Plan
City of Bell Gardens I Strategic Plan
1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4
11 PPhhaassee
1.1 Project Initiation and Project Management ◉
1.2 City Council Interviews (5) ❖
1.3 Executive Team Meeting #1 ◉
1.4 City Council Workshop (half-day) ◉
1.5 Community and City Staff Questionnaires
22 PPhhaassee
2.1 Draft Vision, Mission, Strategic Priorities ❖
2.2 Executive Team and Staff Leadership Workshop (half-day) ◉
2.3 Draft Goals and Benchmarks ❖
33 PPhhaassee
3.1 Draft Strategic Plan and Implementation Plan ❖
3.2 Executive Team Meeting #2 ◉
3.3 Final Draft Strategic Plan and Implementation Plan ❖
3.4 City Council Work Session ◉
3.5 Final Strategic Plan and Implementation Plan ❖
3.6 City Council Adoption ◉
DDeelliivveerraabblleess aanndd MMeeeettiinnggss
❖ Deliverable
◉ Meeting
MMaarr AApprr MMaayy
Timetable
JJuunn
Timetable
This proposed schedule assumes a start date in
early March 2025 and the final plan adopted by the
City Council before June 30, 2025.
Relevant Experience
This table and the relevant projects showcased on the following pages highlight MIG’s selected examples of relevant strategic plans prepared for local government agencies are provided on the following pages.
16 City of Bell Gardens | Strategic Plan
PROJECT DETAILS
Location: Downey, CA
Client: City of Downey
Reference:
Roger Bradley,
City Manager
(562) 904-7284
[email protected]
Dates: February–
June 2024
Cost: $67,890
See the Plan here
The City of Downey is situated in the heart of Los Angeles County where residents enjoy local amenities, diverse shopping, and entertainment options while being in proximity to regional destinations. In 2012, the Downey City Council established five goal areas to organize the City’s priorities for the coming years—Fiscal Responsibility; Economic Vibrancy; Efficiency and Adaptability; Quality of Life, Safety and Infrastructure; and Public Engagement. Ten years on, these themes continue to provide a framework for City leadership as Downey looks at new ways to improve and innovate City services, promote the City as a destination, support a family-centered community, and remain on sound financial footing. Looking toward 2030, the City Council and department leaders decided the time was right to identify a shared community vision, confirm City goals, and clarify priorities to propel Downey forward into the next decade.
Working with Downey officials, decision-makers, and stakeholders, MIG developed a strategic plan to guide the City’s activities for the next five years. The Downey Strategic Plan serves as a tool to keep City initiatives, strategies, and projects to meet Council priorities, and keep the overall City government is accountable in meeting community needs. The plan is also integrated with the City’s annual budget development, the capital project planning process, and other plans and programs to align strategies with resources to deliver successful outcomes.
The success of the Downey Forward 2030 Strategic Plan is a testament to the active participation and feedback from the community. From January to June 2024, MIG engaged with the City Council, community members, businesses, and City department leaders through interviews, working sessions, community events, and employee and community surveys.
Through these outreach efforts, MIG gathered diverse perspectives that shaped this plan. MIG joined several community events to talk to Downey residents, and business owners about their vision for the future of the City and held several working sessions with City department leaders to discuss their work and needs to continue to successfully serve the community. All members of the Downey community were invited to take an online survey, asking what was important to them and how they saw the future of the City.
Downey Forward 2030 Strategic Plan
CITY OF DOWNEY | 2030 DOWNEY FORWARD | STRATEGIC PLAN
3 PURPOSE
The City of Downey is situated in the heart of
Los Angeles County where residents enjoy local
amenities, diverse shopping and entertainment
options while being in proximity to regional
destinations. The City is committed to economic
development with emphasis on business attraction
and retention to ensure a vibrant economy. While
The City exerts great efforts to ensure its fiscal
solvency, providing the services that the meet the
needs and expectations of its residents. Along
with this goal, the City will need to prepare and
position the organization to adapt to potential
external uncertainties and future opportunities. A
strategic plan provides a roadmap grounded in
a shared vision and a set of priorities that are in
alignment with service delivery expectations and
prudent budgeting practices.
The Downey Strategic Plan serves as a tool
to ensure that City initiatives, strategies,
and projects are developed to meet Council
priorities, and that the overall City government is
accountable in meeting community needs.
BACKGROUND
In 2012, the Downey City Council established
five goal areas to organize the City’s priorities
for the coming years—Fiscal Responsibility;
Economic Vibrancy; Efficiency and Adaptability;
Quality of Life, Safety and Infrastructure;
and Public Engagement. Ten years on, these
themes continue to provide a framework for
City leadership as Downey looks at new ways to
improve and innovate City services, promote the
City as a destination, support a family-centered
community, and remain on sound financial footing.
Looking toward 2030, the City Council and
department leaders decided the time was right
to identify a shared community vision, confirm
City goals, and clarify priorities to propel Downey
forward into the next decade.
INTRODUCTION
DEMOGRAPHICS
Population
113,052
Median Age
36.5 Median Household
Income
$84,236
Total Households
34,788
Race/Ethnicity
Age Distribution
Under 14 years
15 to 24 years
25 to 44 years
45 to 64 years
65 + years
18%
14%
29%
26%
13%
Hispanic or Latino (of any race)
White alone
Black or African American alone
American Indian & Alaskan Native alone
Asian alone
Native Hawaiian & Other Pacific Islander alone
Some Other Race alone
Two or More Races
76.7%
9.4%
3.7%
0.1%
8.8%
0.1%
0.2%
1%
STRATEGIC PLAN FRAMEWORK
Downey is a charming mid-size city that feels like a small town.
The City’s neighborhoods are attractive, safe and tranquil, and provide opportunities for residents of all ages to set down roots and feel connected to the social and family networks.
We celebrate and embrace our rich history and varied cultures.
Our strong sense of community drives our spirit of service and coming together.
We continue to take pride in our foundation in science and aerospace and promote its VLJQL²FDQFHIRURXUFRPPXQLW\DQGWKHUHJLRQ
Our commercial corridors are active with diverse opportunities for all to shop and enjoy entertainment for families and residents of all ages.
We value the premier community facilities, parks, educational venues, vibrant performance VSDFHVDQGRIIHULQJVWKDWIXO²OOWKHQHHGVRIWKHGLYHUVHJURXSVLQRXUFRPPXQLW\
COMMUNITY VISION AND VALUES
Proudly committed to continuously improving the quality of life for the Downey community by providing excellent service in a professional, ethical, and responsible manner.
MISSION
Fiscal Responsibility
Maintain a Financially Stable Local Government.
GOALS
Economic Vibrancy
Support community needs through a stable, vibrant and diverse local economy.
Efficiency and Adaptability
Create an environment where new process and programs are encouraged and are used to improve internal and external services.Quality of Life, Safety and Infrastructure Foster a safe community through key investments and provide inclusive, diverse community programs and activities.Public Engagement Cultivate a trustworthy and participatory local government through equitable, transparent, and effective processes.
Ci ty of Downey 2030 Strategic Plan | Strategic Priorities |6/20/2024 | 12 GOAL D: QUALITY OF LIFE, SAFETY AND INFRASTRUCTURE
Foster a safe community through key investments and provide inclusive, diverse community programs and activities.
Metrics
x Number of completed CIP projects/plans
x Increased square footage for green space
x Reduced crime statistics
x Effective use of resources to address homelessness
x Reduction in individuals experiencing homelessness
Strategic Priority/Actions
Timeline
Lead Support Partners Short
1 Yr.
Med
2-3 Yrs.
Long
3-5 Yrs.
STRATEGIC PRIORITY
1. Continue to prioritize public safety by providing safe access to public facilities, expanding neighborhood safety programming, and implement measures to combat homelessness within our community.
D.1.1 Enhance security monitoring at City facilities. X IT D.1.2
Pursue and complete Fire Service Accreditation
and establish a Strategic Plan for the Fire
Department in the process.
X FIRE
D.1.3
Identify places in the City that require improved
street lighting for improved public safety and
develop a long-term installation plan. *
X PW PD
CITY OF DOWNEY | 2030 DOWNEY FORWARD | STRATEGIC PLAN
29 2 Expand community outreach to identify additional community needs.
Д Establish systems to ensure all City
information, literature, and outreach is
engaging and responds to the communication
needs of residents of all abilities.
Д Complete a Community Satisfaction
Survey to monitor community support and
satisfaction of Strategic Plan outcomes and
to objectively gather community opinions,
preferences, and satisfaction of City services.
Д Ensure the City is telling its story and
leverage social media platforms.
Д Develop an outreach and engagement
strategy to determine if services are
addressing the needs of Downey’s diverse
community including families, younger age
residents, and retirees.
GOAL 5: PUBLIC ENGAGEMENT
City of Bell Gardens | Strategic Plan 17
CITY OF DOWNEY | 2030 DOWNEY FORWARD | STRATEGIC PLAN
29 2 Expand community outreach to identify additional community needs.
Д Establish systems to ensure all City
information, literature, and outreach is
engaging and responds to the communication
needs of residents of all abilities.
Д Complete a Community Satisfaction
Survey to monitor community support and
satisfaction of Strategic Plan outcomes and
to objectively gather community opinions,
preferences, and satisfaction of City services.
Д Ensure the City is telling its story and
leverage social media platforms.
Д Develop an outreach and engagement
strategy to determine if services are
addressing the needs of Downey’s diverse
community including families, younger age
residents, and retirees.
GOAL 5: PUBLIC ENGAGEMENT
CITY OF ROSEMEAD 2030 STRATEGIC PLAN 1
IMAGINE
ROSEMEAD
CITY OF ROSEMEAD
2030 STRATEGIC PLAN
PREPARED BY
CITY OF ROSEMEAD 2030 STRATEGIC PLAN 4
ELEMENTS OF THE STRATEGIC PLAN
The City of Rosemead Strategic Plan includes the following elements:
Values
Shared beliefs that reflect what the community considers significant and important.
Vision
A desired end state and
preferred future.
Mission
The purpose and associated
responsibilities of the city as
an organization.
Goals
Statements of direction toward
the city’s desired future.
Actions
A prioritized list of steps
needed to accomplish goals
and objectives.
Objectives
Specific statements of action
about what the city hopes to
achieve.
Action Plan
Identifies a timeframe for
completing actions, responsible
parties, and required resources.
CITY OF ROSEMEAD 2030 STRATEGIC PLAN 7
IMPLEMENTATION
Implementing our Strategic Plan will involve all of us.
City Council will guide, and City Management Team will direct this process— Directors will coordinate and be responsible for implementing the work of each goal relevant to their department.
During each year of this Plan, the City Management Team will meet bimonthly to review actions and progress toward the Plan’s goals. City leadership will report to the City Council on a bi- annual basis on progress, and will coordinate a review of the Strategic Plan every two years to report back to the Rosemead community and revise and update the Plan as needed.
PROJECT DETAILS
Location: Rosemead, CA
Client: City of Rosemead
Reference: Ben Kim,
City Manager
(626) 569-2100
[email protected]
Dates: April 2021–
November 2021
Cost: $59,905
See the Plan here
The City of Rosemead, a diverse and multilingual contract city in West San Gabriel Valley, prides itself on its small town feel and commitments to quality public services, fiscal responsibility, and being a welcoming and inclusive community. In 2009, the Rosemead City Council developed a strategic plan with broad community input that described the collective vision and values of the City and organized the City’s work into several priority areas, including improving and expanding City services and infrastructure, making the City a destination for business, and leading with a sound fiscal policy for a contract City with finite resources.
The beginning of a new decade and new City Council members provided an opportunity to revisit the themes and goals of Vision 2020 and imagine Rosemead forward into the next decade to 2030. MIG developed a strategic planning process to revisit and expand upon the current values and goals that drive the City’s work, centering the vision and priorities of the City Council, as well as department leaders, staff, and the community. During the height of the pandemic, MIG facilitated visioning workshops with the Council, held a pop-up workshop at the farmer’s market, supported a social media campaign, and developed two digital questionnaires asking employees, residents, and stakeholders what mattered most to them about safety, the economy, infrastructure, and public services, and what they imagined the City would look like in 10 years.
MIG facilitated several work sessions with an expanded City leadership team, which allowed frontline staff to share in discussions about the future of their work and take an integrated approach, often across departments, about what the City could do to fulfill its goals, especially given limited funds and staff time. MIG synthesized the proposals from these sessions with City Council member priorities and broader community feedback into the Strategic Plan with eight goal areas, each with priority actions to be implemented by department leads over short-, medium-, and long-range timeframes in the next decade.
Rosemead Strategic Plan
18 City of Bell Gardens | Strategic Plan
GOAL B: COMMUNITY INVESTMENT
Objective: Cathedral City roads, gateways, public spaces, and other city infrastructure are well planned, designed, constructed, and maintained.
Actions
Timeline
Lead/Co-Lead Support PartnersShort
0-1 Yrs
Medium
1-2 Yrs.
Long
2-5 Yrs.
Action B-1
Develop an Electric Vehicle transition plan to comply
with upcoming state mandate and include consideration
of providing publicly accessible charging stations X PW/Engin Finance Action B-2
Develop an entryway, medians, and lighting master plan
to provide appealing gateways to the City X PW/Engin Econ Dev Dev Services
Action B-3 Develop a wilderness trail plan X PW/Engin
Dev Services
Action B-4
Implement the Wilderness Trail Plan by identifying
designated access points including providing necessary
signage and public improvements
X PW/Engin
Action B-5 Complete a dog park in the southern part of the city X X PW /Engin Action B-6
Improve and expand Chuperosa Lane to become a point
of pride in Cathedral City X X X Econ Dev PW/Engin
Dev Services
Action B-7
Maximize the use of existing resources to include
underutilized parks and the library to support goals with the budget we have
X CMO PW/Engin
Strategic Plan Framework
Our Mission
Values
Vision
Goals
COMMUNITY INVESTMENT
FISCAL STABILITY AND
SUSTAINABILITY
INNOVATION
SERVE THE COMMUNITY
WITH PRIDE AND
DEDICATION
SAFETY
EMBRACING, INCLUSIVE
COMMUNITY
SAFETY
COMMUNITY
PRIDE
INCLUSIVENESS
COMMUNITY
INVESTMENT
DIVERSITY
CULTURE
OF SERVICE
INNOVATION
BEYOND
TECHNOLOGY
Cathedral City is a safe, family-oriented community that values, respects, and supports human differences and diverse perspectives. We strive to be a vibrant, progressive, enterprising, and visually attractive community. Our diverse housing options and vibrant businesses attract residents and visitors who choose Cathedral City for its culture, arts, special events, and natural resources.
City of Cathedral City 5 year Strategic Plan | 5
PROJECT DETAILS
Location:
Cathedral City, CA
Client: City of
Cathedral City
Reference:
Charlie McClendon,
City Manager
(760) 770-0387
CMcClendon@
cathedralcity.gov
Dates: September 2022–
March 2023
Cost: $25,880
See the Plan here
In November 2022, Cathedral City began an inclusive and collaborative process to solicit input from the community, City Council, and City staff for development of its 5-Year Strategic Plan. The Strategic Plan is the product of education and solicitation of City Council thoughts and priorities, City staff review and collaboration, and community opinions and preferences. Department work programs include action plans, projects, and initiatives to support and achieve Strategic Plan Goals and Objectives—Serving the Community with Pride and Dedication; Community Investment; Fiscal Stability and Sustainability; Innovation; Safety; and Embracing an Inclusive City. Broad performance metrics are also identified to track progress and measure achievement of desired outcomes.
In addition to assisting with development of the Strategic Plan, MIG was asked to provide facilitation services for its preparation. The broad outreach and collaborative process of gathering important inputs and data, informed development of the Strategic Plan. Important "inputs" incorporated into the visioning and goal-setting efforts involved: assessing the current business climate, demographic changes and trends, new and/or emerging legal and regulatory mandates, challenges and opportunities created by current and emerging technologies, legislative mandates, and evolving customer needs and expectations. The MIG team conducted a series of activities to educate City leadership and staff on the primary elements of a strategic plan and the importance of having a long-term perspective for service delivery and budgeting. Feedback from an objective, scientifically based community survey was central to this effort and served to inform and validate community attitudes towards City services; public infrastructure; and resident priorities, opinions, and concerns. The collective input and themes that emerged from the Community Survey and workshops conducted with City Leadership, Executive Management, and City operations staff, resulted in review and affirmation of the City’s existing Mission Statement as well as the development of Values, Vision, Goals, and Objectives.
T
he City Council unanimously approved the 5-Year Strategic Plan in April 2023.
Cathedral City 5-Year Strategic Plan
City of Bell Gardens | Strategic Plan 19
References
We invite you to contact the following references that
will attest to our successful working relationships
regarding MIG’s ability to provide strategic planning
services.
CITY OF DOWNEY
Roger Bradley, City Manager
11111 Brookshire Ave, Downey, CA 90241
(562) 904-7284
[email protected]
Downey Forward 2030 Strategic Plan
CITY OF ROSEMEAD
Ben Kim, City Manager
8838 E Valley Blvd, Rosemead, CA 91770
(626) 569-2100 | [email protected]
Rosemead Strategic Plan
CITY OF CATHEDRAL CITY
Charlie McClendon, City Manager
68700 Ave Lalo Guerrero, Cathedral City, CA 92234
(760) 770-0387
[email protected]
Cathedral City 5-Year Strategic Plan
Sample Reports
Please refer to the following sample reports, via web
links, for examples of similar strategic plans prepared for local government agencies:
» Downey Forward 2030 Strategic Plan | See the
Plan here
» Rosemead Strategic Plan | See the Plan here
» Cathedral City 5-Y ear Strategic Plan | See the Plan here
Additions or Exceptions
We have reviewed the City’s standard professional
services agreement and kindly request the word "sole"
be removed from paragraph 4.2.
GO
AL B: COMMUNITY INVESTMENT
Objective: Cathedral City roads, gateways, public spaces, and other city infrastructure are well planned, designed, constructed, and maintained.
Actions
Timeline
Lead/Co-Lead Support PartnersShort
0-1 Yrs
Medium
1-2 Yrs.
Long
2-5 Yrs.
Action B-1
Develop an Electric Vehicle transition plan to comply
with upcoming state mandate and include consideration
of providing publicly accessible charging stations X PW/Engin Finance Action B-2
Develop an entryway, medians, and lighting master plan
to provide appealing gateways to the City X PW/Engin Econ Dev Dev Services
Action B-3 Develop a wilderness trail plan X PW/Engin
Dev Services
Action B-4
Implement the Wilderness Trail Plan by identifying
designated access points including providing necessary
signage and public improvements
X PW/Engin
Action B-5 Complete a dog park in the southern part of the city X X PW/Engin Action B-6
Improve and expand Chuperosa Lane to become a point
of pride in Cathedral City X X X Econ Dev PW/Engin
Dev Services
Action B-7
Maximize the use of existing resources to include
underutilized parks and the library to support goals with the budget we have X CMO PW/Engin
20 City of Bell Gardens | Strategic Plan
MIG, Inc. City of Bell Gardens - Strategic Plan | Fee Proposal City of Bell Gardens I Strategic Plan
Hrs@ $235 Hrs@ $120 Hrs@ $110 Hrs@ $100
TTaasskk 11:: VViissiioonniinngg
1.1 Project Initiation and Project Management 24 $5,640 24 $2,880 0 $0 2 $200 50 $8,720 $100 $8,820
1.2 City Council Interviews (5) 8 $1,880 8 $960 0 $0 2 $200 18 $3,040 $0 $3,040
1.3 Executive Team Meeting #1 8 $1,880 16 $1,920 0 $0 0 $0 24 $3,800 $100 $3,900
1.4 City Council Workshop (half-day) 8 $1,880 20 $2,400 0 $0 2 $200 30 $4,480 $100 $4,580
1.5 Community and City Staff Questionnaires 4 $940 16 $1,920 40 $4,400 0 $0 60 $7,260 $300 $7,560 Subtotal 52 $12,220 84 $10,080 40 $4,400 6 $600 182 $27,300 $600 $27,900 TTaasskk 22:: SSttrraatteeggiicc PPllaann FFrraammeewwoorrkk
2.1 Draft Vision, Mission, Strategic Priorities 4 $940 24 $2,880 0 $0 0 $0 28 $3,820 $0 $3,820
2.2 Executive Team and Staff Leadership Workshop (half-day) 8 $1,880 20 $2,400 0 $0 2 $200 30 $4,480 $100 $4,580
2.3 Draft Goals and Benchmarks 2 $470 12 $1,440 0 $0 0 $0 14 $1,910 $0 $1,910 Subtotal 14 $3,290 56 $6,720 0 $0 2 $200 72 $10,210 $100 $10,310 TTaasskk 33:: SSttrraatteeggiicc PPllaann
3.1 Draft Strategic Plan and Implementation Plan 4 $940 24 $2,880 4 $440 0 $0 32 $4,260 $0 $4,260
3.2 Executive Team Meeting #2 8 $1,880 16 $1,920 0 $0 0 $0 24 $3,800 $100 $3,900
3.3 Final Draft Strategic Plan and Implementation Plan 4 $940 24 $2,880 0 $0 2 $200 30 $4,020 $0 $4,020
3.4 City Council Work Session 8 $1,880 4 $480 0 $0 0 $0 12 $2,360 $50 $2,410
3.5 Final Strategic Plan and Implementation Plan 2 $470 16 $1,920 0 $0 4 $400 22 $2,790 $0 $2,790
3.6 City Council Adoption 6 $1,410 4 $480 0 $0 0 $0 10 $1,890 $50 $1,940 Subtotal 32 $7,520 88 $10,560 4 $440 6 $600 130 $19,120 $200 $19,320 9988 $$2233,,003300 222288 $$2277,,336600 4444 $$44,,884400 1144 $$11,,440000 338844 $$5566,,663300 $$990000 $$5577,,553300 10% Markup (on Subconsultants and Direct Costs) $90 $90 $$5577,,662200
OOppttiioonnaall TTaasskkss
A Community Outreach Pop-Up Activities $16,640
NTE $0
Cushion
Optional Tasks Subtotal $16,640
PPrrooffeessssiioonnaall
FFeeeess
TToottaallss
MMIIGG,, IInncc..
Project
Associate
Principal-in-
Charge
BB.. LLuu--JJoonneess
e s t i m a t e d p r o j e c t c o s t MMIIGG
DDiirreecctt
CCoossttss
Senior Project
Associate
TTOOTTAALL PPRROOJJEECCTT CCOOSSTTSS
MMIIGG
TToottaallss
EE.. GGaarrccííaa
SSUUBBTTOOTTAALL
Project
Assistant
Estimated Project Cost
Pricing
MIG, Inc. City of Bell Gardens - Strategic Plan | Fee Proposal City of Bell Gardens I Strategic Plan
Hrs@ $235 Hrs@ $120 Hrs@ $110 Hrs@ $100
TTaasskk 11:: VViissiioonniinngg
1.1 Project Initiation and Project Management 24 $5,640 24 $2,880 0 $0 2 $200 50 $8,720 $100 $8,820
1.2 City Council Interviews (5) 8 $1,880 8 $960 0 $0 2 $200 18 $3,040 $0 $3,040
1.3 Executive Team Meeting #1 8 $1,880 16 $1,920 0 $0 0 $0 24 $3,800 $100 $3,900
1.4 City Council Workshop (half-day) 8 $1,880 20 $2,400 0 $0 2 $200 30 $4,480 $100 $4,580
1.5 Community and City Staff Questionnaires 4 $940 16 $1,920 40 $4,400 0 $0 60 $7,260 $300 $7,560 Subtotal 52 $12,220 84 $10,080 40 $4,400 6 $600 182 $27,300 $600 $27,900 TTaasskk 22:: SSttrraatteeggiicc PPllaann FFrraammeewwoorrkk
2.1 Draft Vision, Mission, Strategic Priorities 4 $940 24 $2,880 0 $0 0 $0 28 $3,820 $0 $3,820
2.2 Executive Team and Staff Leadership Workshop (half-day) 8 $1,880 20 $2,400 0 $0 2 $200 30 $4,480 $100 $4,580
2.3 Draft Goals and Benchmarks 2 $470 12 $1,440 0 $0 0 $0 14 $1,910 $0 $1,910 Subtotal 14 $3,290 56 $6,720 0 $0 2 $200 72 $10,210 $100 $10,310 TTaasskk 33:: SSttrraatteeggiicc PPllaann
3.1 Draft Strategic Plan and Implementation Plan 4 $940 24 $2,880 4 $440 0 $0 32 $4,260 $0 $4,260
3.2 Executive Team Meeting #2 8 $1,880 16 $1,920 0 $0 0 $0 24 $3,800 $100 $3,900
3.3 Final Draft Strategic Plan and Implementation Plan 4 $940 24 $2,880 0 $0 2 $200 30 $4,020 $0 $4,020
3.4 City Council Work Session 8 $1,880 4 $480 0 $0 0 $0 12 $2,360 $50 $2,410
3.5 Final Strategic Plan and Implementation Plan 2 $470 16 $1,920 0 $0 4 $400 22 $2,790 $0 $2,790
3.6 City Council Adoption 6 $1,410 4 $480 0 $0 0 $0 10 $1,890 $50 $1,940 Subtotal 32 $7,520 88 $10,560 4 $440 6 $600 130 $19,120 $200 $19,320 9988 $$2233,,003300 222288 $$2277,,336600 4444 $$44,,884400 1144 $$11,,440000 338844 $$5566,,663300 $$990000 $$5577,,553300 10% Markup (on Subconsultants and Direct Costs) $90 $90 $$5577,,662200
OOppttiioonnaall TTaasskkss
A Community Outreach Pop-Up Activities $16,640
NTE $0
Cushion
Optional Tasks Subtotal $16,640
PPrrooffeessssiioonnaall
FFeeeess
TToottaallss
MMIIGG,, IInncc..
Project
Associate
Principal-in-
Charge
BB.. LLuu--JJoonneess
e s t i m a t e d p r o j e c t c o s t MMIIGG
DDiirreecctt
CCoossttss
Senior Project
Associate
TTOOTTAALL PPRROOJJEECCTT CCOOSSTTSS
MMIIGG
TToottaallss
EE.. GGaarrccííaa
SSUUBBTTOOTTAALL
Project
Assistant
City of Bell Gardens | Strategic Plan 21
Pending Litigation
MIG was sued by a non-governmental entity that
contracted with a governmental agency, and the dispute
was resolved favorably through mediation. MIG did not
bring any claims against a governmental entity, nor were any claims brought against MIG by the governmental
entity. The issue involved a contractor hitting a public sewer while installing temporary shoring. This was
resolved in 2023.
Insurance
MIG’s Certificate of Insurance that shows evidence of
commercial liability, professional liability, and workers compensation insurance coverages meeting the City’s
requirements is provided on the following page.
22 City of Bell Gardens | Strategic Plan
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
INSURER(S) AFFORDING COVERAGE
INSURER F :
INSURER E :
INSURER D :
INSURER C :
INSURER B :
INSURER A :
NAIC #
NAME:
CONTACT
(A/C, No):
FAX
E-MAIL
ADDRESS:
PRODUCER
(A/C, No, Ext):
PHONE
INSURED
REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be e ndorsed.
If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A st atement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIO D INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE 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. $
$
$
$PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)
COMBINED SINGLE LIMIT
AUTOS ONLY
AUTOSAUTOS ONLY
NON-OWNED
SCHEDULEDOWNED
ANY AUTO
AUTOMOBILE LIABILITY
Y / N
WORKERS COMPENSATION
AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under
ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER
OTH-
STATUTE
PER
LIMITS(MM/DD/YYYY)
POLICY EXP
(MM/DD/YYYY)
POLICY EFF
POLICY NUMBERTYPE OF INSURANCELTR
INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)
EXCESS LIAB
UMBRELLA LIAB $EACH OCCURRENCE
$AGGREGATE
$
OCCUR
CLAIMS-MADE
DED RETENTION $
$PRODUCTS - COMP/OP AGG
$GENERAL AGGREGATE
$PERSONAL & ADV INJURY
$MED EXP (Any one person)
$EACH OCCURRENCE
DAMAGE TO RENTED
$PREMISES (Ea occurrence)
COMMERCIAL GENERAL LIABILITY
CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:
POLICY PRO-
JECT LOC
CERTIFICATE OF LIABILITY INSURANCE
DATE (MM/DD/YYYY)
CANCELLATION
AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)
© 1988-2015 ACORD CORPORATION. All rights reserved.
CERTIFICATE HOLDER
The ACORD name and logo are registered marks of ACORD
HIRED
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