Camarillo City Council
AGENDA REPORT
Date: August 26, 2026
To: Honorable Mayor and City Councilmembers
From: Greg Ramirez, City Manager
Submitted by: Wendy Levy, Director of Human Resources
Subject: Award of Professional Services Agreement to Baker Tilly Advisory Group, LP for City-Wide Organizational Assessment and
Performance Measurement Framework
BACKGROUND
On September 5, 2025, the City issued a Request for Proposals (RFP) seeking qualified firms to conduct a comprehensive organizational assessment and develop a citywide performance measurement framework.
This initiative supports the City’s commitment to becoming a high-performing, data- informed, and outcome-driven organization. The RFP outlined a -phased scope of work including:
• Organizational assessment and current state analysis
• Stakeholder engagement and performance insight gathering • Framework development and performance measure design
• Implementation planning, training, and capacity building • Evaluation and refinement
The city received 21 proposals by the October 10, 2025, deadline. A staff evaluation panel reviewed and scored the proposals based on the criteria identified in the RFP, including firm qualifications, relevant experience, project understanding, methodology, team composition, and cost- effectiveness.
Following internal staff review and comprehensive evaluation, including interviews with vendors, Baker Tilly Advisory Group, LP, was determined to be the most qualified firm to provide the services requested. Following the selection process, contract negotiations and additional legal review of the contract language was required to reconcile provisions
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August 26, 2026
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of the professional services agreement, which led to an extension of the original timeline for award of contract.
An organizational assessment provides an opportunity to take a comprehensive, organization-wide look at how the City is structured and how its people, processes, resources, and systems work together to deliver services to the community. The assessment will help identify organizational strengths, opportunities to improve coordination and service delivery, and areas where roles, responsibilities, workflows, staffing, or resources may be better aligned with the City’s current and future needs.
The information developed through the assessment will provide City leadership with a foundation for making informed decisions about organizational priorities, resource allocation, operational improvements, and future service delivery. Recommendations resulting from the assessment are intended to help the City build upon what is working well while identifying practical opportunities to improve efficiency, organizational effectiveness, accountability, and customer experience.
This work is also an important component of the City’s continued development as a High Performing Organization (HPO). The HPO model establishes clear priorities, aligns its resources and operations with those priorities, uses meaningful performance information to evaluate results, and supports a culture of accountability and continuous improvement.
By pairing the organizational assessment with a citywide performance measurement framework, the City will be better positioned to connect day-to-day operations with strategic objectives, measure progress over time, and make data-informed decisions that support high-quality services to the community.
DISCUSSION
Baker Tilly will complete the engagement through six coordinated phases that combine the organizational assessment with the development, implementation, and evaluation of the City's performance measurement framework.
Phase 1 - Start-Up and Ongoing Project Management
This phase will establish the project structure, confirm priorities and expectations, and provide ongoing coordination and oversight throughout the engagement.
Phase 2 - Fact-Finding
Baker Tilly will gather information from City staff, stakeholders, documents, data, and existing processes to develop a comprehensive understanding of current operations and performance practices.
Phase 3 - Analysis
The information collected will be evaluated to identify organizational strengths, service and operational improvement opportunities, and potential performance measures aligned with the City's priorities.
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Phase 4 - Reporting
Baker Tilly will prepare the organizational assessment, performance measurement framework, implementation recommendations, and supporting tools for City review and finalization.
Phase 5 - Training and Implementation
This phase will help prepare staff to implement and use the performance measurement framework through a phased rollout, training, and internal communication support.
Phase 6 - Survey Administration and Annual Review
Following implementation, Baker Tilly will monitor progress, gather feedback, and conduct a one-year review to evaluate the framework and recommend refinements.
The organizational assessment and initial performance framework development are expected to take approximately seven to eight months. Including implementation monitoring and the annual review, the total engagement is anticipated to span approximately 20 months, depending on staff availability and coordination with the City's budget cycle.
FISCAL IMPACT
Expenses for CC Agreement No. 2026-25 with Baker Tilly Advisory Group, LP are included in FY 2026/27 General Fund Account No. 101-1601-418.32-01 in the amount of $145,200. Staff also recommend a 10 percent contingency ($14,520) for unforeseen additional services if required, resulting in a total potential authorization of $159,720.
Future year costs will be included in the respective fiscal year’s annual budget.
CEQA DETERMINATION
City staff has determined, in accordance with Section 15061(b)(3) of the California Environmental Quality Act (CEQA) Guidelines, that PSA with Baker Tilly Advisory Group, LP is not subject to CEQA review because it can be seen with certainty that there is no possibility that the PSA may have a significant effect on the environment.
RECOMMENDATION
1. Authorize the City Manager to execute Professional Services CC Agreement No. 2026-25 with Baker Tilly Advisory Group, LP, up to the not-to-exceed amount of $145,200; and
2. Authorize the City Manager to execute future amendments, if needed, for additional services in an amount not-to-exceed $14,520 (10%), for a total agreement amount not-to-exceed $159,720.
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ATTACHMENTS
1. Request for Proposals - City-wide Organizational Assessment and Performance Measurement Development.
2. Baker Tilly Advisory Group, LP Proposal
3. Professional Services CC Agreement No. 2026-25
REFERENCE MATERIALS – AVAILABLE FOR REVIEW AT CITY HALL None