CITY OF RICHMOND
STANDARD CONTRACT
Department: Human Resources Department Project Manager: Anil Comelo Project Manager E-mail: Project Manager Phone No:
[email protected] (510) 620-6609
PR No: Vendor No: 14749- P.O./Contract No:
Description of Services: 14930 SM
Facilitation, conflict resolution, consultation, and or training on an as-needed basis.
The parties to this STANDARD CONTRACT do mutually agree and promise as follows:
Parties. The parties to this Contract are the City of Richmond (herein referred to as the "City") and the following named Contractor:
Company Name: The Consulting Team, LLC
Street Address: 945 Mountain View Avenue
City, State, Zip Code: Mountain View, CA 94040
Contact Person:
Telephone: Email:
Business License No: / Expiration Date:
A California corporation, / limited liability corporation general partnership, limited partnership, _ individual, L non-profit corporation, ] individual dba as [specify:]_
V other [specify: Sole Proprietership
Term. The effective date of this Contract is April 6, 2021 and it terminates April 5, 2023 unless terminated as provided herein.
3. Payment Limit. City's total payments to Contractor under this Contract shall not exceed $ 50,000 . City shall not pay for services that exceed the Contract Payment Limit unless a contract amendment has been approved by the City Council or City Manager.
4. Contractor's Obligations. Contractor shall provide those services and carry out that work described in the Service Plan (Exhibit A) which is attached hereto and is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.
City's Obligations. City shall make to the Contractor those payments described in the Payment Provisions (Exhibit B) which are attached hereto and are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.
6. Authorized Representatives and Notices. This Contract is subject to the Authorized Representatives and Notices Provisions (Exhibit C) which are attached hereto and are incorporated herein by reference.
7. General Conditions. This Contract is subject to the General Conditions (Exhibit D) which are attached hereto and are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.
8. Special Conditions. This Contract is subject to the Special Conditions (Exhibit E) (if any) which are attached hereto and are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein. (Note:
other than Public Works contracts, the City will agree to Special Conditions only in unusual circumstances.)
9. Insurance Provisions. This Contract is subject to the Insurance Provisions (Exhibit F) which are attached hereto and are incorporated herein by reference.
10. Signatures. These signatures attest the parties' Contract hereto:
CITY OF RICHMOND CONTRACTOR:
a municipal corporation
The Consulting Team, LLC
By That
(* The Corporation Chairperson of the Board,
President or Vice President should sign below)
Thie: mayor or Maulye Marnig
I hereby certify that this Contract owner, CEO
has been approved by City Council. 4/11/21
Date Signed:
or detour Lundy, Deputy,
(* The Corporation Chief Financial Officer,
Secretary or Assistant Secretary should sign below)
Approved as fo form:
By: Will des
Title: =FO
Date Signed: 4// |21
(NOTE: Pursuant to California Corporations
Code Section 313, if Contractor is a corporation
or nonprofit organization, this Contract (1) must
be signed by (a) the Chairperson of the Board,
President or Vice-President and (b) the
Secretary any Assistant Secretary, the Chief
Financial Officer or any Assistant Treasurer.
LIST OF ATTACHMENTS:
Service Plan Exhibit A
Payment Provisions Exhibit B
Authorized Representatives and Notices Exhibit C
General Conditions Exhibit D
Special Conditions Exhibit E
Insurance Provisions Exhibit F
Standard Contract/EJ/TE 9-26-07
For the Contract between the City of
Richmond and
The Consulting Team, LLC
EXHIBIT A
SERVICE PLAN
Contractor shall, to the satisfaction of the Project Manager , perform the following services and be compensated as outlined below:
As per the attached Scope of Services on an as-needed basis - Attachment I.
For the Contract between the City of
Richmond and
The Consulting Team, LLC
EXHIBIT B
PAYMENT PROVISIONS
{PLEASE NOTE THAT THE CITY OF RICHMOND SHALL NOT PAY FOR SERVICES
THAT EXCEED THE CONTRACT PAYMENT LIMIT UNLESS A CONTRACT
AMENDMENT HAS BEEN APPROVED BY THE CITY COUNCIL OR THE CITY
MANAGER)
1. Provided Contractor is not in default under this Contract, Contractor shall be compensated as provided below.
2. Any and all payments made pursuant to this Contract shall be subject to the Contract Payment Limit. The Payment Limit includes expenses (phones, photo copying, meals and travel etc. Invoices, shall be adequately detailed, based on accurate records, and be in a form reasonably satisfactory to the City. Contractor may be required to provide back-up material upon request.
3. Contractor shall submit timely invoices to the following address:
Attention: City of Richmond, Finance Department - Accounts Payable Project Manager: Anil Comelo Department: Human Resources Department PO Box 4046
Richmond, CA 94804-0046
4. All invoices that are submitted by Contractor shall be subject to the approval of the City's Project Manager, Anil Comelo before payments shall be authorized.
5. The City will pay invoice(s) within 45 days after completion of services to the City's satisfaction. The City shall not pay late fees or interest.
6. A Richmond business license shall be obtained before any payment under this Contract shall be authorized and the business license must be kept current during the term of this Contract for payments to continue to be authorized.
7. All insurance coverage required by this Contract shall be provided by the Contractor before this Contract shall be executed by the City. The insurance coverage must be kept current during the term of this Contract for payments to continue to be authorized.
For the Contract between the City of
Richmond and
The Consulting Team, LLC
EXHIBIT C
AUTHORIZED REPRESENTATIVES AND NOTICES
1. Notices. All notices, demands, statements, or communications provided for by this Contract shall be in writing and may be delivered by deposit in the United States mail, postage prepaid. Notices to the City shall be addressed to the Department Head and (as delineated below in section 1.1) to the project manager responsible for the administration of or the supervision of the scope of work under this Contract. Notices to the Contractor shall be addressed to the party designated by Contractor (as delineated below in section 1.2). Notice shall be deemed delivered (a) upon personal delivery; (b as of the fifth business day after mailing by United States certified mail, postage prepaid, addressed to the proper party; or (c) as of 12:00 p.m. on the second business day immediately after the day it is deposited with and accepted by Federal Express, or a similar overnight courier service, addressed to the proper party and marked for next 22042 business day morning delivery. For the purposes of this Contract, a "business day" means any day Monday through Friday that is not a holiday recognized by the federal government or the State of California.
1.1 CITY hereby designates as its Authorized Representative the Project Manager whose name and address are as follows:
Anil Comelo
City of Richmond
Richmond, CA 94804-0046
1.2 CONTRACTOR hereby designates as its Authorized Representative the Project Manager whose name and address are as follows:
The Consulting Team, LLC
945 Mountain View Avenue
Mountain View, CA 94040
EXHIBIT D
GENERAL CONDITIONS
1. Independent Contractor. Contractor acknowledges, represents and warrants that Contractor is not a regular or temporary employee, joint venturer or partner of the City, but rather an independent Contractor. This Contract shall not be construed to create an agency, servant, employee, partnership, or joint venture relationship. As an independent Contractor, Contractor shall have no authority to bind City to any obligation or to act as City's agent except as expressly provided herein. Due to the independent Contractor relationship created by this Contract, City shall not withhold state or federal income taxes, the reporting of which shall be Contractor's sole responsibility.
2. Brokers. Contractor acknowledges, represents and warrants that Contractor has not hired, retained or agreed to pay any entity or person any fee, commission, percentage, gift, or any other consideration, contingent upon or resulting from the award or making of this Contract.
3. City Property. The rights to applicable plans, drawings, reports, calculations, data, specifications, videos, graphics or other materials prepared for or obtained pursuant to this Contract, which, upon request, are to be delivered to City within a reasonable time, shall be deemed assigned to City. If applicable, Contractor shall prepare check prints upon request. Notwithstanding the foregoing, Contractor shall not be obligated to provide to City proprietary software or data which Contractor has developed or had developed for Contractor's own use; provided, however, that Contractor shall, pursuant to Section 15 below, indemnify, defend and hold harmless City from and against any discovery or Public Records Act request seeking the disclosure of such proprietary software or data.
4. Patents, Trademarks, Copyrights and Rights in Data. Contractor shall not publish or transfer any materials, discoveries, developments, concepts, designs, ideas, know how, improvements, inventions and/or original works of authorship resulting from activities supported by this Contract without the express prior written consent of the City Manager. If anything resulting from activities supported by this Contract is patentable, trademarkable, copyrightable or otherwise legally protectable, City reserves the exclusive right to seek such intellectual property rights. Notwithstanding the foregoing, Contractor may, after receiving City's prior written consent, seek patent, trademark, copyright or other intellectual property rights on anything resulting from activities supported by this Contract. However, paid-up, royalty-free, assumable, perpetual, worldwide license, with the right to transfer, sublicense, practice and exploit said license and the right to make, have made, copy, modify, make derivative works of, use, sell, General Conditions/EJ/TE 01-19-11 1 of 13
import, and otherwise distribute under all applicable intellectual properties without restriction of any kind said license.
Contractor further agrees to assist City, at City's expense, in every proper way to secure the City's rights in any patents, trademarks, copyrights or other intellectual property rights relating thereto, including the disclosure to oaths, assignments, recordations, and all other instruments which City shall deem necessary in order to apply for, obtain, maintain and transfer such rights, or if not transferable, to waive such rights. Contractor shall further assist City in the execution of all applications, specifications, oaths, assignments, recordations and all other instruments which City shall deem necessary in order to assign and convey to City, and any assigns and nominees the sole and exclusive right, title and interest in and to any patents, trademarks, copyrights or other intellectual property rights relating thereto. Contractor further agrees that its obligation to execute or cause to be executed, when it is in Contractor's power to do so, any such instruments or papers shall continue during and at all times after the end of Contractor's services and until the expiration of the last such intellectual property right. Contractor hereby irrevocably designates and appoints City, and its duly authorized officers, agents and servants, as its agent and attorney-in-fact, to act for and in its behalf and stead to execute and file any such applications and to do all other lawfully permitted acts to further the application for, prosecution, issuance, maintenance or transfer of letters of patents, copyright and other registrations. This power of attorney is coupled with an interest and shall not be affected by Contractor's subsequent incapacity.
5. Inspection. Contractor's performance, place of business and records pertaining to this Contract are subject to monitoring, inspection, review and audit by authorized representatives of the CITY, the State of California, and the United States Government.
If the project or services set forth in Exhibit A shall be performed on City or other public property, City shall have the right to inspect such work without notice. If such project or services shall not be performed on City or other public property, City shall have the right to inspect such work upon reasonable notice.
6. Services. The project or services set forth in Exhibit A shall be performed to the full satisfaction and approval of City. In the event that the project or services set forth in Exhibit A are also itemized by price, City, in its sole discretion, may, upon notice to Contractor, delete certain items or services set forth in Exhibit A, in which case there shall be a corresponding reduction in the amount of compensation paid to Contractor.
General Conditions/EJ/TE 01-19-11 2 of 13
Contractor shall, at its own cost and expense, furnish all facilities and equipment necessary for Contractor to complete the project or perform the services required herein, unless otherwise provided in Exhibit A.
7. Records. Contractor shall keep and make available for inspection and copying by authorized representatives of the City, the State of California, and the United States Government, the Contractor's regular business records and such additional records pertaining to this Contract as may be required by the City.
Contractor shall retain all documents pertaining to this Contract for a period of five (5) years after this Contract's termination (or for any further period that is required by law) and until all Federal or State audits are complete and exceptions resolved for this contract's funding period. Upon request, CONTRACTOR shall make these records available to authorized representatives of the CITY, the State of California, and the United States Government.
Contractor shall keep full and detailed accounts, maintain records, and exercise such controls as may be necessary for proper financial management under this Contract. The Contractor's accounting and control systems shall be satisfactory to City. Contractor's accounting systems shall conform to generally accepted accounting principles and all records shall provide a breakdown of total costs charged under this Contract, including properly executed payrolls, time records, utility bills, invoices and vouchers. The City shall be afforded prompt access to Contractor's records, books, and Contractor shall preserve such project records for a period of at least five (5 years after the termination of this Contract , or for such longer period as may be required by law.
Contractor shall permit City and its authorized representatives and accountants to inspect, examine and copy Contractor's books, records, accounts, correspondence, instructions, drawings, receipts, subcontracts, purchase orders, vouchers, memoranda and other data relating to the project or services set forth in Exhibit A, and any and all data relevant to this Contract at any reasonable time for the purpose of auditing and verifying statements, invoices, or bills submitted by Contractor pursuant to this Contract and shall provide such assistance as may be reasonably required in the course of such inspection. Contractor shall also allow City access to the record keeping and accounting personnel of Contractor.
City further reserves the right to examine and re-examine said books, records, accounts, and data during the five (5 year period following the termination of this Contract; and Contractor shall in no event dispose of, destroy, alter, or mutilate said books, records, accounts, and data in any manner whatever for five (5 years after the termination of this Contract.
General Conditions/EJ/TE 01-19-11 3 of 13
Pursuant to California Government Code § 10527, the parties to this Contract shall be subject to the examination and audit of representatives of the Auditor General of the State of California for a period of three (3) years after final payment under this Contract. The examination and audit shall be confined to those matters connected with the performance of this Contract including, but not limited to, the cost of administering this Contract.
8. Changes and Extra Work. All changes and/or extra work under this Contract shall be performed and paid for in accordance with the following:
Only the City Council or the City Manager may authorize extra and/or changed work. Contractor expressly recognizes that other City personnel are without authorization to either order extra and/or changed work or waive contract requirements. Failure of Contractor to secure the authorization for such extra and/or changed work shall constitute a waiver of any and all right to adjustment in contract price due to such unauthorized work and Contractor thereafter shall be entitled to no compensation whatsoever for performance of such extra and/or changed work.
If Contractor is of the opinion that any work which Contractor has been directed to perform is beyond the scope of this Contract and constitutes extra work, Contractor shall promptly notify City of the fact. The City shall make a determination as to whether or not such work is, in fact, beyond the scope of this Contract and constitutes extra work. In the event that City determines that such work does constitute extra work, City shall provide extra compensation to Contractor on a fair and equitable basis. A change order or Contract Amendment providing for such compensation for extra work shall be negotiated between City and Contractor and executed by Contractor and the appropriate City official.
In the event City determines that such work does not constitute extra work, Contractor shall not be paid extra compensation above that provided herein and if such determination is made by City staff, said determination may be appealed to the City Council; provided, however, a written appeal must be submitted to the City Manager within five (5) days after the staff's determination is sent to Contractor. Said written appeal shall include a description of each and every ground upon which Contractor challenges the staff's determination.
9. Additional Assistance. If this Contract requires Contractor to prepare plans and specifications, Contractor shall provide assistance as necessary to resolve any questions regarding such plans and specifications that may arise during the period of advertising for bids, and Contractor shall issue General Conditions/EJ/TE 01-19-11 4 of 13
any necessary addenda to the plans and specifications as requested. In the event Contractor is of the opinion that City's requests for addenda and assistance is outside the scope of normal services, the parties shall proceed in accordance with the changes and extra work provisions of Section 8 of these General Conditions.
10. Professional Ability. Contractor acknowledges, represents and warrants that Contractor and its employees are skilled and able to competently provide the services hereunder, and possess all professional licenses, certifications, and approvals necessary to engage in their occupations.
City has relied upon the professional ability and training of Contractor as a material inducement to enter into this Contract. Contractor shall perform in accordance with generally accepted professional practices and standards of Contractor's profession. In the event that City, in its sole discretion, desires the removal of any person employed or retained by Contractor to perform services hereunder, such person shall be removed immediately upon receiving notice from City.
11. Business License. Contractor shall obtain a Richmond Business License before performing any services required under this Contract. The failure to so obtain such license shall be a material breach of this Contract and grounds for immediate termination by City; provided, however, that City may waive the business license requirement in writing under unusual or extraordinary circumstances without necessitating any modification of this Contract to reflect such waiver.
12. Termination Without Default. Notwithstanding any provision herein to the contrary, City may, in its sole and absolute discretion and without cause, terminate this Contract at any time prior to completion by Contractor of the project or services hereunder, immediately upon written notice to Contractor. Contractor may terminate this Contract at any time in its sole and absolute discretion and without cause upon 30 days' written notice to City. In the event of termination by either party, Contractor shall be compensated for: (1) all authorized work satisfactorily performed prior to the effective date of termination; (2) necessary materials or services of others ordered by Contractor for this Contract, prior to receipt of notice of termination, irrespective of whether such materials or services of others have actually been delivered, provided that Contractor is not able to cancel such orders. Compensation for Contractor in such event shall be determined by City in accordance with the percentage of the project or services completed by Contractor; and all of Contractor's finished or unfinished work product through the time of the City's last payment shall be transferred and assigned to City. Additionally, in the event of such termination, the City may proceed with the work in any reasonable manner it chooses.
General Conditions/EJ/TE 01-19-11 5 of 13
13. Termination in the Event of Default. Should Contractor fail to perform any of its obligations hereunder, within the time and in the manner provided or otherwise violate any of the terms of this Contract, City may immediately terminate this Contract by giving written notice of such termination, stating the reasons for such termination. Contractor shall be compensated as provided in Section 12 of these General Conditions; provided, however, there shall be deducted from such amount the amount of damage, including attorney's fees, expert witness fees and costs, if any, sustained by City by virtue of Contractor's breach of this Contract. Additionally, in the event of such termination, the City may proceed with the work in any reasonable manner it chooses.
14. Conflict of Interest. Contractor acknowledges, represents and warrants that Contractor shall avoid all conflicts of interest (as defined under any federal, state or local statute, rule or regulation, or at common law) with respect to this Contract. Contractor further acknowledges, represents and warrants that no City official or employee has any economic interest, as defined in Title 2, California Code of Regulations §S 18703.1 through 18703.5, with Contractor that would invalidate this Contract. Contractor acknowledges that in the event that Contractor shall be found by any judicial or administrative body to have any conflict of interest (as defined above) with respect to this Contract, all consideration received under this Contract shall be forfeited and returned to City forthwith. This provision shall survive the termination of this Contract for one (1) year.
15. Indemnification.
(a) If this Contract is a contract for design professional services subject to California Civil Code Section 2782.8(a) and Contractor is a design professional, as defined in California Civil Code Section 2782.8(b)(2), Contractor shall hold harmless, defend and indemnify the City, its officers, agents, employees, and volunteers from and against any and all claims, damages, losses, and expenses including attorneys' fees arising out of, or pertaining to, or relating to the negligence, recklessness, or willful misconduct of the Contractor, except where caused by the active negligence, sole negligence, or willful misconduct of the City. To the fullest extent permitted by law, Contractor shall immediately defend and indemnify the City and its officers, agents, employees, and volunteers from and against any and all liabilities, regardless of nature or type, that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor, or its employees, agents, or subcontractors.
Liabilities subject to the duties to defend and indemnify include, without limitation, any and all claims, losses, damages, penalties, fines, and judgments; associated investigation and administrative expenses; defense costs, including but not limited to reasonable attorneys' fees; court costs; and costs of alternative dispute resolution. Contractor's obligation to General Conditions/EJ/TE 01-19-11 6 of 13
indemnify applies unless it is finally adjudicated that the liability was caused by the sole active negligence or sole willful misconduct of an indemnified party.
(b) If this Contract is not a contract for design professional services subject to California Civil Code Section 2782.8(a) or Contractor is not a design professional as defined in California Civil Code Section 2782.8(b)(2), Contractor shall indemnify, defend, and hold harmless the City, its officers, agents, employees and volunteers from any and all claims, suits, or actions of every name, kind and description, brought forth on account of injuries to or death of any person or damage to property arising from or connected with the willful misconduct, negligent acts, errors or omissions, ultra-hazardous activities, activities giving rise to strict liability, or defects in design by Contractor or any person directly or indirectly employed by, or acting as, the agent for Contractor in the performance of this Contract, including the concurrent or successive passive negligence of the City, its officers, agents, employees or volunteers.
(c) It is understood that the duty of Contractor to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Contractor shall be obligated to defend, in all legal, equitable, administrative, or special proceedings, with counsel approved by the City, the City and its officers, agents, employees, and volunteers, immediately upon tender to Contractor of the claim in any form or at any stage of an action or proceeding, whether or not liability is established. An allegation or determination that persons other than Contractor are responsible for the claim does not relieve Contractor from its separate and distinct obligation to defend under this Section 15. The obligation to defend extends through final judgment, including exhaustion of any appeals. The defense obligation includes an obligation to provide independent counsel if Contractor asserts that liability is caused in whole, or in part, by the negligence or willful misconduct of an indemnified party. (d) The review, acceptance or approval of the Contractor's work or work product by any indemnitied party shall not affect, relieve or reduce the Contractor's indemnification or defense obligations. This Section 15 survives completion of the services or the termination of this Contract.
The provisions of this Section 15 are not limited by, and do not affect, the provisions of this Contract relating to insurance.
(e) Acceptance of insurance certificates and endorsements required under this Contract does not relieve Contractor from liability under this Section
15. This Section 15 shall apply whether or not such insurance policies are determined to be applicable to any such damages or claims for damages.
16. Safety. Contractor acknowledges that the City is committed to the highest standards of workplace safety. Contractor shall perform all work hereunder in full compliance with applicable local, state and federal safety requirements including but not limited to Occupational Safety and Health Administration requirements, and shall assume sole and complete General Conditions/EJ/TE 01-19-11 7 of 13
responsibility for the safety of Contractor's employees and any subContractor's employees. If a death, serious personal injury or substantial property damage occurs in connection with the performance of this Contract, Contractor shall immediately notify the City by telephone.
17. Insurance. Insurance requirements are set forth in Exhibit F to this Contract. Contractor shall abide by the insurance requirements set forth in said Exhibit F.
18. Non-Liability of Officials and Employees of the City. No official or employee of the City shall be personally liable for any default or liability under this Contract.
19. Compliance with Laws. Contractor shall comply with all federal, state and local laws, statutes, ordinances, rules and regulations, and the orders and decrees of any courts or administrative bodies or tribunals, with respect to this Contract, including without limitation environmental laws, employment discrimination laws and prevailing wage laws. Compliance under this provision includes compliance with all provisions of the Richmond Municipal Code ("Municipal Code"), including Chapters 2.50, 2.52, 2.56, and 2.60, if applicable.
Contractor acknowledges that under § 2.60.070 of the Municipal Code ("Living Wage Ordinance"), Contractor shall promptly provide to City documents and information verifying its compliance with the Living Wage Ordinance. Also as prescribed in § 2.60.070, Contractor shall notify each of its affected employees with regards to the wages that are required to be paid pursuant to the Living Wage Ordinance.
Contractor shall comply with § 2.28.030 of the Municipal Code, obligating every Contractor or subcontractor under a contract or subcontract with the City for public work or for goods or for services to refrain from discriminatory employment or subcontracting practices on the basis of race, color, sex, sexual orientation, religious creed, national origin or ancestry of any employee, any applicant for employment or any potential subcontractor.
Contractor acknowledges that the City's Drug Free Workplace Policy, Violence in the Workplace Policy and the Policy Against Workplace Harassment, are available on the City's website at
http://www.ci.richmond.ca.us/workplacepolicies. Contractor agrees to abide by the terms and conditions of said policies.
20. Limitations upon Subcontracting and Assignment. This Contract binds the heirs, successors, assigns and representatives of Contractor. The Contractor shall not enter into subcontracts for any work contemplated General Conditions/EJ/TE 01-19-11 8 of 13
under this Contract and shall not assign this Contract, nor any portion hereof or monies due or to become due, without the prior written consent of the City Council or its designee.
Contractor acknowledges that the services which Contractor shall provide under this Contract are unique, personal services which, except as otherwise provided herein, Contractor shall not assign or sublet to any other party without the prior written approval of City, which approval may be withheld in City's sole and absolute discretion. In the event that City, in writing, approves any assignment or subletting of this Contract or the retention of subcontractors by Contractor, Contractor shall provide to City upon request copies of each and every subcontract contract prior to the execution thereof by Contractor and subcontractor. Any assignment by Contractor of any or all of its rights under this Contract without first obtaining City's prior written consent shall be a default under this Contract.
The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Contractor (if applicable), or of the interest of any general partner or joint venturer or syndicate member if Contractor is a partnership or joint-venture or syndicate, which shall result in a change of control of Contractor, shall be deemed an assignment. For this purpose, control shall mean fifty percent or more of the voting power or twenty-five percent or more of the assets of the corporation, partnership or joint-venture.
21. Integration. This Contract constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes any previous oral or written agreement; provided, however, that correspondence or documents exchanged between Contractor and City may be used to assist in the interpretation of the Exhibits to this Contract.
22. Modifications and Amendments. This Contract may be modified or amended only by a change order or Contract Amendment executed by both parties and approved as to form by the City Attorney.
23. Conflicting Provisions. In the event of a conflict between these General Conditions and those of any Exhibit or attachment hereto, these General Conditions shall prevail; provided, however, that any Special Conditions as set forth in Exhibit E shall prevail over these General Conditions. In the event of a conflict between the terms and conditions of any two or more Exhibits or attachments hereto, those prepared by City shall prevail over those prepared by the Contractor, and the terms and conditions preferred by the City shall prevail over those preferred by the Contractor.
24. Non-exclusivity. Notwithstanding any provision herein to the contrary, the services provided by Contractor hereunder shall be non-exclusive, and General Conditions/EJ/TE 01-19-11 9 of 13
City reserves the right to employ other Contractors in connection with the project.
25. Exhibits. All Exhibits hereto are made a part hereof and incorporated herein by reference; provided, however, that any language in Exhibit A which does not pertain to the project description, proposal, scope of services, or method of compensation (as applicable), or any corresponding responsibilities of City, shall be deemed extraneous to, and not a part of, this Contract.
26. Force Majeure. Neither party hereto shall be considered in default in the performance of its obligations hereunder to the extent that the performance of such an obligation is prevented or delayed by reason of acts of God, strikes, boycotts, lock-outs, inability to procure materials not related to the price thereof, failure of power, restrictive governmental laws and regulations enacted after the date of this Contract, riots, civil unrest, acts of terrorism, insurrection, war, declaration of a state or national emergency or other reasons of a like nature not within the reasonable control of such party.
27. Time of the Essence. Time is of the essence of this Contract. Contractor and City agree that any time period set forth in Exhibit A represents their best estimates with respect to completion dates and both Contractor and City acknowledge that departures from the schedule may occur.
Therefore, both Contractor and City will use reasonable efforts to notify one another of changes to the schedule. Contractor shall not be responsible for performance delays caused by others, or delays beyond Contractor's control, and such delays shall extend the times for performance of Contractor's work.
28. Confidentiality. Contractor agrees to comply with, and to require its employees, agents and partners to comply with, all applicable State or Federal statutes or regulations respecting confidentially, including but not limited to, the identity of persons served under this Contract, their records, or services provided them, and assures that:
All applications and records concerning any individual made or kept by Contractor or any public officer or agency in connection with the administration of or relating to services provided under this Contract will be confidential, and will not be open to examination for any purposes not directly connected with the administration of such service.
No person will publish or disclose or permit or cause to be published or disclosed, any list of persons receiving services, except as may be required in the administration of such service.
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29. Third Parties. Nothing herein shall be interpreted as creating any rights or benefits in any third parties. For purposes hereof, transferees or assignees as permitted under this Contract shall not be considered "third parties."
30. Governing Law. This Contract shall be construed in accordance with the law of the State of California without regard to principles of conflicts of law.
This Contract is made in Contra Costa County, California, and any action relating to this Contract shall be instituted and prosecuted in the courts of Contra Costa County, California.
31. Nonrenewal. Contractor understands and agrees that there is no representation, implication, or understanding that the services provided by Contractor under this Contract will be purchased or renewed by the City under a new contract following expiration or termination of this Contract, and waives all rights or claims to notice or hearing respecting any failure by City to continue the purchase of all or any failure to continue purchase of all or any such services from Contractor.
32. Claims. Any claim by Contractor against City hereunder shall be subject to Government Code §S 800 et seq. The claims presentation provisions of said Act are hereby modified such that the presentation of all claims hereunder to the City shall be waived if not made within six months after accrual of the cause of action.
33. Interpretation. This Contract shall be interpreted as if drafted by both parties.
34. Warranty. In the event that any product shall be provided to the City as part of this Contract, Contractor warrants as follows: Contractor possesses good title to the product and the right to transfer the product to City; the product shall be delivered to the City free from any security interest or other lien; the product meets any specifications contained herein; the product shall be free from material defects in materials and workmanship under normal use for a period of one (1) year from the date of delivery; and the product shall be fit for its intended purposes). Notwithstanding the foregoing, consumable and maintenance items (such as light bulbs and batteries) shall be warranted for a period of one hundred and eighty (180) days from the date of delivery. All repairs during the warranty period shall be promptly performed by Contractor, at Contractor's expense, including shipping.
35. Severability. In the event that any of the provisions or portions or applications thereof of this Contract are held to be unenforceable or invalid by any court of competent jurisdiction, City and Contractor shall negotiate an equitable adjustment in the provisions of the Contract with a view General Conditions/EJ/TE 01-19-11 11 of 13
toward effecting the purpose of this Contract, and the validity and enforceability of the remaining provisions or portions or applications thereof, shall not be affected thereby.
36. Authority. City warrants and represents that the signatory hereto (the Mayor of the City of Richmond or the City Manager) is duly authorized to enter into and execute this Contract on behalf of City. The party signing on behalf of Contractor warrants and represents that he or she is duly authorized to enter into and execute this Contract on behalf of Contractor, and shall be personally liable to City if he or she is not duly authorized to enter into and execute this Contract on behalf of Contractor.
37. Waiver. The waiver by City of any breach of any term or provision of this Contract shall not be construed as a waiver of any subsequent breach.
Inspections or approvals, or statements by any officer, agent or employee of the City relating to the Contractor's performance, or payments therefore, or any combination of these acts, shall not relieve the Contractor's obligation to fulfill this Contract as prescribed; nor shall the City be thereby stopped from bringing any action for damages or enforcement arising from any failure to comply with any of the terms and conditions of this Contract.
38. Possessory Interest. If this Contract results in the Contractor having possession of, claim to or right to the possession of land or improvements, but does not vest ownership of the land or improvements in the same person, or if this Contract results in the placement of taxable improvements on tax exempt land (Revenue and Taxation Code 107), such interest or improvements may represent a possessory interest subject to property tax, and Contractor may be subject to the payment of property taxes levied on such interest.
39. Performance and Final Acceptance.
Contractor represents that it is experienced, qualified, registered, licensed, equipped, organized and financed to perform the services under this Contract.
Contractor shall perform the services under this Contract with that degree of skill and judgment normally exercised by professional firms performing services of a similar nature in the State of California, and shall be responsible for the professional quality, technical accuracy and coordination of the services it performs under this Contract. In addition to the other rights and remedies which City may have, Contractor shall, at its own expense, correct any services which fail to meet the above standard.
General Conditions/EJ/TE 01-19-11 12 of 13
City shall provide Contractor an opportunity to cure errors and omission which may be disclosed during the review of submittals, with no increase in the authorized Contract Payment Limit. Should Contractor fail to make necessary corrections in a timely manner, such corrections shall be made by the City and the cost thereof shall be charged to Contractor.
If warranted, City shall determine, and Contractor may request such determination, that Contractor has satisfactorily completed performance of this Contract. Upon such determination, City shall issue to Contractor a written Notice of Final Acceptance, after which Contractor shall not incur further costs under this Contract. Contractor shall respond to such Notice of Final Acceptance by executing and submitting to City a Release and Certificate of Final Payment.
40. Survival. The rights and obligations of the parties which by their nature survive termination or completion of the services covered by this Contract shall remain in full force and effect after termination or completion.
General Conditions/EJ/TE 01-19-11 13 of 13
For the Contract between the City of
Richmond and
The Consulting Team, LLC
EXHIBIT E
SPECIAL CONDITIONS
The General Conditions are hereby amended to include the following modifications and/or provisions (if applicable):
Services to be provided on an as-needed basis as per the attached Scope of Services - Attachment I.
Fees will be assessed for services rendered on an as-needed basis as per the attached Fee Schedule - Attachment II.
For the Contract between the City of
Richmond and
The Consulting Team, LLC
EXHIBIT F
INSURANCE PROVISIONS
During the entire term of this Contract and any extension or modification thereof, the CONTRACTOR shall keep in effect insurance policies meeting the insurance requirements specified in the insurance provisions which are attached hereto and incorporated herein by this reference.
CONSU-1 OP ID: JT
ACORD DATE (MM/DD/YYYY)
CERTIFICATE OF LIABILITY INSURANCE 12/15/2020
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
THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER
specT A stolen insurance TAC, NoI: 408-343-8686
Los Gatos, CA 95031 AbbEss, [email protected]
INSURERS) AFFORDING COVERAGE
INSURERA: Citizens Insurance Co. of Amer 31534
INSURED INSURER B:
Consulting Team, LLC
Marilyn Manning INSURER C:
A Mountain View Avenue INSURER D:
ountain View, Cr
INSURER E:
INSURER F:
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
EXCLUSINE AND CONTING OF SUCH POLICE TIM TE HONIAN FAN BEN REDUCED FRE CARE HEREIN SUALE TO AL ME TERMS,
TYPE OF INSURANCE POLICY NUMBER
A X COMMERCIAL GENERAL LIABILITY 2,000,000
EACH OCCURRENCE $
CLAIMS-MADE X OCCUR OBFD46462303 12/28/2020 12/28/2021 PRAISES R occurence) 300,000 5,000
MED EXP (Any one person)
X H&NOA 1mil 2,000,000
PERSONAL & ADV INJURY
GENERAL AGGREGATE 4,000,000
SE PAGGREATE UNT APIES PER PECT 4,000,000
PRODUCTS - COMP/OP AGG $
OTHER: $
A AUTOMOBILE LIABILITY $ 1,000,000
ANY AUTO OBFD46462303 12/28/2020|12/28/2021 BODILY INJURY (Per person)
AUTOS ONLY
X AUFOS ONLY
UMBRELLA LIAB OCCUR EACH OCCURRENCE $
EXCESS LIAB CLAIMS-MADE AGGREGATE
DED RETENTIONS
I STATUTE T
Y/ N
N/ A E.L. EACH ACCIDENT
E.L. DISEASE - EA EMPLOYEE S
ERSCRIPTION OF OPERATIONS beloN E.L. DISEASE - POLICY LIMIT S DESCRIPTION OF OPERATIONS/ LOCATIONS/ VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) ity of Hayward, its officers, officials, city council boards an rimary and fon-contributory basis per attached endorsementred o
CERTIFICATE HOLDER CANCELLATION
CITYOF9
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
NOTICE WILL BE DELIVERED IN
City of Hayward
City Managers Office
Maria Hurtado
AUTHORIZED REPRESENTATIVE
777 B. St.
Hayward, CA 94541 sprang
ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
CONSU-1 OP ID: JT
ACORD CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 12/15/2020
HIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THI
ERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIE
THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURERS), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.
MPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsec If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement oi his certificate does not confer rights to the certificate holder in lieu of such endorsements ONTACT H&H Professional Insuranc
H&H Professional Ins Assoc. 408-434-8685
P.O. Box 830 No, Ext): [AC, No): 408-343-8686
Los Gatos, CA 95031 ADDREss: [email protected] H&H Professional Ins. Assoc.
INSURERS) AFFORDING COVERAGE NAIC #
INSURERA: Citizens Insurance Co. of Amer 31534
INSURED INSURER B :
Consulting Team, LLC
INSURER C:
INSURER D:
INSURER E:
INSURER F:
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:
ADDL SUBR OLICY EL
TYPE OF INSURANCE INSD WVD POLICY NUMBER LIMITS
A X COMMERCIAL GENERAL LIABILITY 2,000,000
EACH OCCURRENCE
CLAIMS-MADE OCCUR XX OBFD46462303 12/28/2020 12128/2021 PRAISES a curence). es us 300,000 5,000
MED EXP (Any one person) $
X H&NOA 1mil 2,000,000
PERSONAL & ADV INJURY $
GEN'L AGGREGATE LIMIT APPLIES PER: 4,000,000
GENERAL AGGREGATE $
X POLICY LOC PRODUCTS - COMPIOP AGG $ 4,000,000
OTHER: $
A AUTOMOBILE LIABILITY OMBINED SINGLE LIM 1,000,000
ca acciden
ANY AUTO OBFD46462303 12/28/2020 12/28/2021 BODILY INJURY (Per person) AUTOS ONLY BODILY INJURY (Per accident) s
X AUREO'S ONLY Per aciden DAMAGE
UMBRELLA LIAB OCCUR As an es en
EACH OCCURRENCE
EXCESS LIAB CLAIMS-MADE
AGGREGATE
DED RETENTION $
TOTATUTE T
Y / N
OFFICER MEMBER EXCLUDED CUT N/ A E.L. EACH ACCIDENT $
Mandatory in NH
E.L. DISEASE - EA EMPLOYEE $
EYS FOPERATIONS below E.L. DISEASE - POLICY LIMIT$
CERTIFICATE HOLDER CANCELLATION
CITYSA1
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of San Mateo EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
Salina Vavia Johnson
330 W. 20th Ave
AUTHORIZED REPRESENTATIVE
San Mateo, CA 94403
Frang
ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved.
The ACORD name and logo are registered marks of ACORD
Exhibit F
Section 8
City of Richmond - Insurance Requirements - Type 2:
Professional Services
In all instances where CONTRACTOR or its representatives will provide professional services (architects, engineers, construction management, counselors, medical professionals, hospitals, clinics, attorneys, consultants, accountants, etc.) to the City of Richmond (City), the City requires the following MINIMUM insurance requirements and limits.
CONTRACTOR shali procure and maintain for the duration of the contract, agreement, or other order for work, services or supplies, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the CONTRACTOR, its gents, representatives, emplovees or subcontractors.
material element of the contract.
renewal may be treated by the City as a material breach of contract.
CONTRACTOR agrees that in the event of loss due to any of the perils for which it has agreed to provide Commercial General Liability insurance, CONTRACTOR shall look solely to its insurance for recovery.
CONTRACTOR hereby grants to CITY, on behalf of any insurer providing Commercial General Liability insurance to either CONTRACTOR or CITY with respect to the services of CONSULTANT herein, a waiver of any right to subrogation which any such insurer of said CONTRACTOR may acquire against the CITY by virtue of the payment of any loss under such insurance.
riginal, signed certificates and original, separate policy endorsements, naming the City as an additional insure or general liability coverage, as well as a waiver of subrogation for Workers' Compensation insurance, shall t received and approved by the City before any work may begin. However, failure to do so shall not operate as a waiver of these insurance requirements.
City reserves the right to modify or require additional coverages for specific risk exposures depending on scope of CONTRACTORS work.
Minimum coverage is detailed below. The policy limits of coverage shall be made available to the full limits of the policy. The minimum limits stated herein shall not serve to reduce the policy limits of coverage of CONTRACTOR Minimum Scope of Insurance - the following forms shall be provided and coverage shall be at least as broad as the following:
1. Insurance Services Office Commercial General Liability coverage (ISO Occurrence Form CG 0001), and including coverage for bodily and personal injury, property damage, and products and completed operations (if applicable).
2. Insurance Services Office Automobile Liability coverage (ISO Form CA 0001, Code 1, Any Auto).
3. Original and Separate Additional Insured Endorsement for General Liability (ISO Form CG 20 10 11/85 or its equivalent) with primary and non-contributory language.
4. Workers Compensation Insurance as required by the State of California including Employer's Liability
5. Original and Separate Waiver of Subrogation for Workers' Compensation insurance.
6. Professional Liability or Errors & Omissions Liability Insurance appropriate to the CONTRACTOR'S profession (if required.)
Required Coverage Minimum Limits
Norkers' Compensation an Statutory limits as required by the State of California including $1 million mployers' Liability Employers' Liability per accident, per employee for bodily injury or disease.
IF CONTRACTOR is self-insured, provide a certificate of Permission to Self Insure, signed by the California Department of Industrial Relations and Self- costrator must sigractontractor erase to Liaito foundytes) than http://www.ci.richmond.ca.us/index.aspx?nid=61.
General Liability $2,000,000 per occurrence for bodily injury, personal injury and property damage. If the policy includes a general aggregate, either the general (primary and excess limits aggregate shall apply separately to this project, service or location or the combined) minimum required aggregate limit shall be twice the per occurrence limit ($4 million aggregate limit).
Policy shall be endorsed to name the City of Richmond as an additional insured per the conditions detailed below.
• Type 2 - Page 1 of 3
Revised: September 2011
Exhibit F
Section 8
City of Richmond - Insurance Requirements - Type 2:
Professional Services
Automobile Liability $1,000,000 per occurrence for bodily injury and property damage.
Professional Liability or Errors & PROJECT COST REQUIRED LIMIT Omissions Liability - $0 - $1 million $1 million p/o
Required for all professionals $i milion - $5 milion $2 million.p/o including architects, engineers, Over $5 million. $5 million p/o attorneys and accountants, & othe
consultants as may be required by
the City.
Required Policy Conditions
Additional Insured Endorsement Applicable to General Liability coverage.
The City of Richmond, its officers, officials, employees, agents and volunteers are to be named as additional insureds for all liability arising out of the operations by or on behalf of the named insured including bodily injury, deaths and property damage or destruction arising in any respec directly or indirectly in the performance of this contract ISO form CG 20 10 (11/85) or its equivalent is required. If the Contractor is supplying their product or providing a service then the endorsement must not exclude products and completed operations coverage. If it does, then CG 20 37 10/01) is also required.
SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61.
Primary and Noncontributory he contractor's insurance coverage must be primary coverage as it pertain o the City, its officers, officials, employees, agents and volunteers. An the insurance of the contractor and in no way relieves the contractor from is Waiver of Subrogation Contractor's insurer will provide a Waiver of Subrogation in favor of the City Endorsement Form for Workers' Compensation Insurance during the life of this contract.
SAMPLE Endorsements can be found at
http://www.ci.richmond.ca.us/index.aspx?nid=61.
Deductibles and Self-Insured
Retentions
e deductible or self-insured retention guaranteeing payment of losses a lated investigations, claims administration and defense expense Contractor is responsible for satisfaction of the deductible and/or self-insured retention for each loss.
A. M. Best Rating A: VII or Better. If the A.M. Best Rating falls below the required rating, CONTRACTOR must replace coverage immediately and provide notice to City.
Umbrella/Excess Liability Policies
If an Umbrella or Excess Liability Policy is used to meet the liability limits, coverage shall be as broad as specified for underlying coverage's and cover those insured in the underlying policies.
Type 2 - Page 2 of 3
Revised: September 2011
_ Exhibit F
Section 8
City of Richmond - Insurance Requirements - Type 2:
Professional Services
Claims-Made Policies
years after completion of contract work.
Subcontractors
ONTRACTOR shall include all subcontractors as insured under its policies or shall furnish to the City for review an pproval, separate certificates and endorsements for each subcontractor. All coverage for subcontractors shall b subject to all of the requirements stated herein.
CONTRACTOR agrees to defend and indemnify the City of Richmond for any damage resulting to it from failure of either CONTRACTOR or any subcontractor to take out or maintain the required insurance policies. The fact that insurance is obtained by CONTRACTOR, and/or CONTRACTOR's subcontractors, will not be deemed to release or diminish the liability of CONTRACTOR, including, without limitation, liability under the indemnity provisions of this contract. Damages recoverable by CITY from CONTRACTOR or any third party will not be limited by the amount of the required insurance coverage.
Verification of Coverage
All original certificates and endorsements shall be received and approved by the City before work may begin.
The City of Richmond reserves the right to require complete, certified copies of all required insurance policies including endorsements affecting the coverage at any time.
Original insurance certificates and required policy endorsements shall be mailed or delivered to the Designated Project Manager for the City of Richmond.
Insurance certificates and endorsements may be faxed to the Designated Project Manger. However, CONTRACTOR must mail the original certificates and endorsements to Designated Project Manager once faxed.
Continuous Coverage
CONTRACTOR shali maintain the required insurance for the life of the contract. Should the CONTRACTOR cease to have insurance as required during this time, all work by the CONTRACTOR pursuant to this agreement shall cease until insurance acceptable to the City is provided. In the event that CONTRACTOR fails to comply with the City's insurance requirements, the City may take such action as it deems necessary to protect the City's interests. Such action may include but is not limited to termination of the contract, withholding of payments, or other actions as the City deems appropriate.
If services or the scope of work extend beyond the expiration dates of the required insurance policies initially approved by the City, CONTRACTOR must provide updated certificates and endorsements indicating that the equired coverage, terms and conditions are still in place. Renewal certificates and updated endorsement:
hall be mailed to the Designated Project Manager
Cancellation
CONTRACTOR shall ensure that coverage shall not be cancelled, reduced or otherwise materially changed except after thirty (30) days' prior written notice has been given to the City.
Reporting Requirements
Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall no affect coverage provided to the City, its officers, officials, employees or volunteers Consistent with Public Policy
Type 2 - Page 3 of 3
Revised: September 2011
Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] | 650-965-3663
Dr. Marilyn Manning and the six associates of The Consulting Team help organizations, teams, and individuals become more efficient and effective at implementing change, resolving conflict, coaching, training, and developing leadership. Over 95% of our business is from existing customers or reterrals. We have helped local government, universities, and private companies solve challenging organizational and people problems for over twenty years.
Our scope of services includes consulting, resolving conflicts, facilitating, training, and coaching.
Examples include:
Consulting
• performance evaluations for City Managers, City Attorneys, and City Clerks • the transition to new leadership teams including partners at a large law firm • to resolve complaints of a hostile and stressful environment • and coaching a new City Manager and the executive team to create a culture of diversity, equity and inclusion
Mediating
• a conflict between a school principal and staff to better align and partner • between an elected official and staff to help meet the needs of both • between various parties including two departments and two teams • and coaching to resolution a conflict between a Mayor and City Manager Facilitating
• goal setting and team building retreats for 34 different City Councils • community focus groups for city and county strategic plans • Team Building Workshops (TBW) for police, sheriff, and District Attorney offices • many leadership teams to build trust and alignment by strategic planning and teamwork Our clients include 55 cities including Martinez, Benicia, Concord, San Ramon, Hayward, Piedmont, San Leandro, Oakland, Vacaville, Millbrae, Cupertino, Sunnyvale, Menlo Park, San Mateo, East Palo Alto, Mountain View, Pleasanton, Redwood City, San Jose, seven counties in California, BART, and universities and corporations, including Survey Monkey and Stanford.
We use state-of-the-art group processes with positive outcomes, such as Appreciative Inquiry (Al), a refreshing organizational development approach. It allows us to resolve problems and challenges from the individual and team's strengths rather than asking "What's wrong?" We are certified in assessment tools and coaching, including DiSC (behavior assessment) and EQ360 (emotional intelligence).
Since we are also all seasoned trainers, we use our training models, modules, case studies, and exercises in our processes. Our clients learn techniques and skills to overcome disruptive behaviors and resistance. They learn how to manage interactions to engender respect, trust, and to navigate more quickly through change to reach alignment.
Our approach is customized to meet your specific needs, taking into account goals, timeline, preferred workstyle, and culture. We look forward to partnering with you as a resource for consulting, facilitation, conflict resolution, training, and coaching.
Attachment I
MARILYN MANNING, Ph. D.
Founder and Owner, The Consulting Team, LLC
945 Mountain View Avenue, Mountain View, CA 94040
[email protected] 650-464-6024
Marilyn Manning, Ph.D. Psychology, and her team provide executive coaching, conflict mediation, assessments, facilitation, training, and organizational development. Dr. Manning mediates tough interpersonal conflicts and coaches executives to manage situationally and with transparency. Her clients save the really difficult situations for her. She is efficient, compassionate, and results oriented.
Areas of Expertise:
Emotional Intelligence: Coaches executives and managers to harness their emotions and monitor their impact on others. She uses the EQ-360 emotional intelligence assessment to identify strengths and opportunities for growth. She provides tools for anger management and conflict resolution.
Leadership and Team Communication: Uses situational approaches to improve communication, resolve conflicts, and build trust. Increase your self-awareness and people reading skills. Coaches you and your team to gain consensus on value-based behavioral agreements that model openness.
Performance Evaluations: Consults with executives, councils, boards, and teams to evaluate job performance. Provides surveys, sound processes, and coaching for annual evaluations.
Partial Client List:
Stanford University and Hospital: Coaches doctors and administrators in communication skills.
Over 55 Cities and Public Agencies: Coaches City Mangers, Executive Directors, Mayors, Board Chairs, and Executive Teams in leadership, communications, conflict resolution, and team building.
Survey Monkey: Coached top executives, including CEO, CFO, and CMO. Used DiSC communication styles and EQ-360 emotional intelligence assessments for leadership development.
Minami Tamaki Law Firm: Provides ongoing leadership development coaching for their partners and potential partners, using DiSC and EQ-360 assessments.
"Some people are coaches by profession and then there are professional coaches. Marilyn is the latter, a true expert with the ability to find real insight into the people she works with." Eric Figueroa, City Manager, Martinez, CA
"Dr. Manning's coaching new partners, knowing who we are, and what being a partner in our firm means has been invaluable. Rules of engagement developed in mediation sessions have changed how we behave individually and as a group. We lean heavily on her to keep us communicating effectively and integrate our values into our work lives." Gail Lang, Chief Operating Officer, Minami Tamaki, LLP Attachment I
CRAIG HARRISON
Senior Associate, The Consulting Team, LLC
945 Mountain View Avenue, Mountain View, CA 94040
[email protected] 650-464-6024
Craig Harrison, BA Sociology, is a coach, trainer, consultant, and facilitator. Drawing on his experience in government, high tech, management, sports and non-profits, Harrison has coached senior leaders, mid- managers and new supervisors on leadership development and written and oral communication.
Blending head with heart, Craig instills clients with confidence, insight, and action plans for success.
Areas of Expertise:
Writing: Coaches business writing, report and memo-writing, speechwriting, PSAs, press releases, newsletters and ezines, email etiquette, phone or virtual sales and service scripts, and FAQs.
Speaking: Provides coaching on presentation design and delivery, story coaching, impromptu speaking and handling Q&A, visual communications (slides, graphics, infographics, etc.), and board, council, and commission presentations.
Leadership Development: Coaches leaders to transition from lead to supervisor, supervisor to manager, manager to department head - by establishing credibility and trust; teambuilding; mentoring; using emotional intelligence; and learning to listen and have critical conversations.
Customer Service/Sales: Coaches professionals on customer interactions face-to-face, on the phone (engaging and disengaging), via the 'Net, email, and how to resolve problems, deal with difficult customers, up- and cross-sell, and coach teams for sales, service and CX excellence.
Partial Client List:
City of Menlo Park: Coached managers on strategic vs. tactical planning, impromptu speaking skills, engagement and recognition techniques, emotional intelligence, council presentations.
City of Concord: Helped managers and supervisors motivate multiple generations in the workplace and manage multiple demands and priorities.
City of Cupertino: Helped staff plan, prepare and present to council and commissions, think and speak on their feet, write effective memos, and use visuals effectively to inform and inspire.
City of Oakland: coached private clients on transitioning to upper management, initiating difficult conversations, enhancing credibility, executive presence, emotional intelligence.
County of San Mateo: trained and coached on aspects of listening, facilitating effective meetings, dealing with change, difficult conversations and effective writing/presenting. "We selected Craig to deploy an internal management leadership and mentoring program for Team San Jose. He was resourceful, knowledgeable, professional, an expert facilitator, supportive, and flexible to work with." Team San Jose (public/private venue partnership) Attachment I
KATHYE CITRON
Senior Associate, The Consulting Team, LLC
945 Mountain View Avenue, Mountain View, CA 94040
[email protected] 650-464-6024
Kathye Citron has been a coach, facilitator, trainer, and organizational development consultant for over 20 years. She was Executive Director of the Career Planning Center and CEO of Lifeprint. She brings positive energy and has a solid record of successful outcomes. She has extensive experience facilitating Board and staff retreats, strategic planning processes, and team building. Based on the philosophy that all people have unrealized potential, she coaches managers how to engage and encourage.
Areas of Expertise
Management Skills: Coaches executives and managers in Emotional intelligence tools and techniques, helps them set creative, clear, challenging, and realistic goals, and gives tips for how to give encouragement and support to develop professional success in others Team Building: Coaches in resolving conflict, building mutual respect, using a framework for kind directness, and a fresh perspective on planning strategies Professional Development: Provides Individualized tools and recommendations for professional development, coaches for growing self-knowledge and empathy for others, supports in navigating internal politics with integrity
Partial Client List
City of Menlo Park: Coached managers, Division Heads, and Executives City of San Mateo: Coaches supervisors and managers in problem solving, time management, supervising challenging staff
Sonoma County: Coached and trained managers and Facilitated Commission Members' Meetings.
Presidio Graduate School - Coached President, Trained and Facilitated Management Staff "Working with Kathye was such a wonderful experience. She helped me closely with every aspect of my career development including navigating internal politics and planning strategies." Director at Greg Facktor & Associates, San Francisco Office
"Kathye has been my coach for two years. She is insightful, encouraging, and constructive and offers a great perspective while helping me navigate management challenges. I also enjoy her sense of humor!" High Level Manager at a South Bay City
Attachment I
STEWART LEVINE, J.D.
Senior Associate, The Consulting Team, LLC
945 Mountain View Avenue, Mountain View, CA 94040
[email protected] 650-464-6024
Stewart is a coach and trainer who focuses on performance excellence, leadership, relationships, and team development. Drawing on his experience from government and high tech, Stewart has coached at all levels. As an attorney, he realized that arguing was ineffective in resolving conflict. His book, Getting to Resolution: Turning Conflict into Collaboration, was an Executive Book Club selection.
Areas of Expertise:
Conflict Resolution: Gives you tools to develop your capacity to have difficult conversations and to disagree without being disagreeable. The tools include developing the best mindset and an internal map to guide you as you move through dealing with differences before they become open conflict. The end result yields a new sense of agreement and alignment.
Team Development: Shows you how to foster human alignment using emotional intelligence, communication skills and team agreements to produce results beyond expectations.
Leadership Development: Coaches you to transition to supervisor, manager, division or department head; establishing credibility and trust at all levels; team building; listening; mentoring; emotional intelligence; critical conversations and communication.
Partial Client List:
Genentech: Delivered trainings and coaching in Conflict Resolution, Negotiation and Communication NASA: Delivered training in collaboration and conflict resolution. Consulted with Goddard Director on communication issues after Challenger incident
city of Menlo Park: Coached Department Heads on strategic vs. tactical planning, personal and team goal setting, moving through transitions, and dealing with the politics of working for a municipality City of San Mateo: Helped managers and supervisors make transitions taking on new levels of responsibility and create working relationships with senior leaders, new staff, and contractors State of California: Coached professional staff in the Office of the Comptroller who moved through conflict as they implemented a new statewide fiscal system "I was in a new management role with apprehensions, overwhelmed, and feeling the imposter syndrome. We laid things out into the open and generated a coaching agreement. Having a mentor was instrumental in my confidence and growth. I overcame challenges and was kept on track. It was a gratifying experience providing guidance in difficult staff situations. Having an ear to discuss issues was invaluable. Thanks Stewart!"
Attachment I
SUSAN SCHWARTZ, MS, PMP
Senior Associate, The Consulting Team, LLC
945 Mountain View Avenue, Mountain View, CA 94040
[email protected] 650-464-6024
Susan coaches and trains leaders, managers and supervisors to become excellent people managers. She offers training, facilitated workshops, and project management, as well as coaching.
Areas of Expertise:
Emotional Intelligence: Coaches first-line and middle managers to better understand their intangible leadership traits and equip them to develop actionable plans to enhance their interpersonal and people management skills. She uses the EQI-2.0 individual, leadership, and 360 assessment tools as means to identify individual strengths and opportunities for growth.
Leadership and Team Communication: Uses situational approaches to develop self-awareness, improve communication, mitigate conflict, and build credibility to establish trust across cross-functional teams.
Project Management - Coaches project managers and project teams to improve communications, align priorities, resolve conflicts, and develop risk management strategies to ensure projects are completed on time and within budget.
Partial Client List:
Blue Origin: Facilitated a working session to coordinate three different functions to begin working toward a unified project management strategy across the organization.
TSA: Held coaching sessions with first line managers to improve their management and leadership skills based on emotional intelligence assessments.
Association of Certified Forensic Examiners (ACFE): Facilitated full day workshop on "Emotional Intelligence for 215 Century Leaders" with follow up coaching sessions. "Susan helped us achieve goals we didn't think we could." Training Manager, Blue Origin "I was planning to fire my admin because I didn't think she understood our business. After working with Susan, I watched her work and discovered she was not ignoring the urgency, she was resolving the problem. Instead of firing her, I gave her a raise!" CEO, GovTek Systems "Susan helped me understand how aligning the goals of my company's cross-functional teams will increase our profits." Finance Manager, Ocean Network Express (Peru) Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Communication and Conflict Management Skills:
Three 2-hour sessions
Session One: Communication Skills
Description: Would you like your intention to match your communication? How would you like to quickly recognize the styles of others so you could flex your style to get the results you want? How would you like to create highly productive conversations? Learning Objectives:
• Increase your Emotional Intelligence skills
• Improve your verbal and non-verbal messages
• Learn people reading techniques
• Practice flexing your style
Session Two: Conflict Resolution
Description: Are interpersonal conflicts wasting a lot of your time and energy? Do you wish everyone would just get along? In this interactive training, we provide ways to identify conflict sources, brainstorm resolutions, and head off potential conflicts. You will apply concepts as you practice and enhance your skills.
Learning Objectives:
• Identify sources of conflict
• Understand and reduce the costs of conflict
• Apply the conflict continuum
• Learn resolution techniques
Session Three: Agreements and Resolutions
Description: How would you like to develop a negotiation consciousness? How would you like to develop a win/win collaborative mindset? This training will provide sound models that participants can practice.
Learning Objectives:
• Learn to listen mindfully
• Understand the Laws of Agreement
• Apply the 10 essential Elements of Agreement
• Master creating agreements for results
Marilyn Manning, Ph.D., CEO 650.965.3663 Page 1 of 2 [email protected] Attachment I
The Consulting Team's
Training Philosophy
THE CONSULTING TEAM's Training offerings are experiential. We teach replicable skills to apply in person, on the phone, via email, and through Internet meeting applications such as Zoom and MS Teams. All of our training offerings are available virtually, talking full advantage of online features such as breakout rooms, guided chat, polling, use of supplemental videos, and the whiteboard. We customize our trainings to meet your needs. We offer the best practices from both local government and Silicon Valley corporations and have a wide range of experience - business psychologist, attorney, educator, speaker, project manager, and non-profit executive.
We teach a series of concepts, including how to:
Listen deeply and actively and express empathy
Build buy-in, overcome resistance, and reach agreements through collaboration Use emotional intelligence to regulate ourselves and best interact with others Apply mindfulness and focus to be fully present while resolving problems Employ stress management techniques while managing multiple demands Lead effective meetings from one-on-ones, to teams, to large groups Build powerful, engaged teams
Articulate your ideas, both verbally and written
Work effectively across teams, generations, and diverse styles • Hold critical conversations, virtually or face-to-face Craig Kathye Susan Marilyn Richard Victoria Stewart
Marilyn Manning, Ph.D., CEO 650/965-3663 Page 2 of 2 [email protected] Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] - 650-965-3663
The Consulting Team's Trainings by Category:
Leadership, Communication, Team Building, Customer
Service, Business Writing and Presentations
All offered virtually or on-site
Leadership
Creatively Managing Today's Constant Changes
Description: How do you deal with the pressure of constant change? Do you have to do more with Learning Objectives: Create strategies to overcome resistance to change Get tips to prepare and implement for success
Focus on innovation rather than on reactive thinking
Outcomes: Build buy-in and overcome resistance
Create excitement for change and creativity
Unconscious Bias - Diversity, Equity, and Inclusion: Building a Culture of Resolution and Agreement
Description: In today's environment, it is even more essential for organizations and individuals to engage in courageous conversations. This training will address how to engage and inspire people when dealing with critical issues like unconscious biases.
Learning Objectives: Practice virtual communication skills Apply the laws of agreement, a powerful tool that promotes equity, inclusion, transparency and accountability
Outcomes: Explore current thinking in your organization Apply a learner mindset
Create "Agreements for Results"
Develop "Resolutionary" thinking: What can you and the City do differently? Use the "Cycle of Resolution" for resolving conflicts and sustainable collaboration Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
How to Delegate Virtually for Successful Outcomes
Description: If you are a supervisor or manager, this training is for you. Having each staff nember be the best they can be may be challenging, especially in uncertain times. Outcome or success are often driven by good delegation, personal communication, and follow-up Learning Objectives: Get virtual techniques for setting goals that are achievable Apply virtual communication tips when delegating
Delegate situationally by connecting with the different communication styles Avoid taking on the work that should have been accomplished by your team Outcomes: Develop a team that works toward successfully completing their goals through delegation techniques and tools.
Enhancing Your "Executive Presence" Online and in Person Description: You don't have to be an executive to cultivate your executive presence, a blend of confidence, poise, presence, and connections. We use structured activities and role playing to teach you new ways to show up and stand out, build your self-confidence, and shine as a professional.
Learning Objectives: Present yourself with confidence, both verbally and non-verbally Listen more powerfully in group and 1:1 situations
Instill confidence in others through your style, dialogue, and poise Build stronger relationships through better listening, powerful querying, and spotlighting others Outcomes: Command the "room" when speaking in meetings, presentations, and 1:1s Increase your self-confidence in leading and partnering with others Supervising Remote Workers
Description: Are you a newly promoted supervisor or seasoned supervisor who needs new tools, especially to supervise remotely as well as in person. Could you benefit from a refresher? This training provides a half to one-day intensive course in supervision basics. It applies concepts through case studies, role-playing, exercises, and discussion.
Learning Objectives: Know yourself and know your team
Assess and manage your emotions and their impact
Motivate, delegate, and engage staff using situational techniques Use coaching and feedback to increase performance
Outcomes: Build your confidence and increase your people managing skills Become a clear communicator and problem-solver
Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] : 650-965-3663
Leadership Best Practices for Working Remotely
Description: As a seasoned manager, could you benefit from a refresher? Or could you use some new ideas and tools to meet your latest management challenges? This training provides alf to one-day intensive leadership training that applies concepts through case studies, role playing, exercises, and discussion of real time situations.
Learning Objectives: Learn state-of-the-art virtual and face-to-face management tools Capitalize on diverse styles, competencies, and generations Use coaching and feedback to increase performance and retain talent Apply strategic planning and visioning models to empower your team Outcomes: Learn to let go, empower your team, and be a mentor and coach Guide, motivate, evaluate, and develop individuals and teams to reach their goals Managing Multiple Generations
Description: Are you feeling challenged by the different generations you are supervising? Would you like to help different generations understand and work better with each other? This interactive training provides easy to use tools to increase engagement and motivation of your diverse workforce and build a culture of collaboration.
Learning Objectives: Understand generations' differing relationships with technology, boundaries, trust, transparency, and collaboration.
Use story to build trust and bond with different generations Increase engagement across your social media-driven workplace Leverage your team through partnerships, cross-generational teams, and mentoring Outcomes: Communicate with your whole team, addressing all ages and personality types Implement strategies to leverage individual and team effectiveness Virtual Coaching: How to Motivate, Influence, and Develop Potential Description: Are you connecting with everyone on your team? Is everyone a peak performer? This training provides an opportunity to apply the best practices in engagement, motivation and creating buy-in. It applies concepts through both application exercises and discussion to make yourself more valued as a leader and coach.
Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Learning Objectives: Take stock of your related skills
Know your staff's strengths and individual needs
Practice motivational and engagement techniques
Identify best ways to use social media tools
Outcomes:
Communicate and receive buy-in for your priorities, vision, and values Get the most out of your staff
Collaboration and Brainstorming with Remote Teams
Description: Collaboration and brainstorming remotely are an opportunity to engage deeper levels of creativity and innovation. This training is designed to engage remote teams to solve complex problems using proven systematic models using critical thinking and dynamic engagement, to achieve sustainable high performance.
Learning Objectives: Align teams to achieve objectives for a shared organization vision Develop powerful mindsets, emotional intelligence, and critical communication skills Resolve conflict, obtain results, and maintain productivity Build a high-performance culture
Outcomes: Learn how to develop and use critical communication tools Engage others and create a collaborative environment
Launching Effective Project Teams Remotely
Description: Successful projects do not "just happen". : It has been proven whether the team meets in-person or remotely, the common success trait for projects across all industries is planning and tracking. This training provides an easy to implement approach that assures the correct people and processes are put into place to assure on-time and on-budget completion.
This interactive training provides easy-to-use project management tools and helps you apply concepts through group discussions and case-based exercises.
Learning Objectives: Create a project stakeholder map identifying roles and responsibilities Build a workflow diagram that establishes start and stop schedule requirements Develop a communications strategy that promotes ownership and accountability Establish project metrics and change control procedures Outcomes: Learn how to shape a remotely managed collaborative project team that works successfully together to complete projects on time and within budget.
Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Communication
Emotional Intelligence: The Key to Success in Today's Workplace Description: Emotional Intelligence (El) does not simply address feelings; it provides a ramework around the essential "
ramming arams. Essensely, is a to stilt thats cove makers you sai and ross- functional teams to identify goals, communicate the right message, coordinate workgroups and teams, react to daily stresses, and resolve problems.
Learning Objectives: Take stock of your emotional intelligence skills Identify the strengths of your team that can be leveraged to improve team performance.
Apply El principles to action-based real-world case scenarios.
Outcomes:
Learn how to develop and use critical communication tools to engage others Learn how to use Emotional Intelligence as a tool to develop high performance work groups and teams whether working remotely or in-person.
Using DiSC Communication Styles to Create Rapport and Influence Virtually and Face-to-Face
Description: DiSC is a personal development tool that helps you understand your communication style by measuring your preferences and tendencies. By better understanding yourself, you will improve your performance and relationships in a variety of contexts. We help you increase your confidence working with styles outside your comfort zone to meet the demands of any challenge or interaction.
Learning Objectives: Navigate effectively with any communication style Avoid common listening mistakes that can shut people down Build trust through instantly creating rapport
Learn to problem solve, motivate, and engage others using situational approaches Outcomes:
Learn to flex your style to connect with others and enhance your communications Learn to read people so you can minimize conflicts and influence for positive results Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
How to Have Essential Difficult Conversations about Diversity, Inclusion, Bias, and Belonging
Description: People are talking - to themselves and to others! The last nine months have brought to the surface cultural tensions not seen since the 1960's. If you're not talking, you are ignoring the elephant in every organization. The first step in healing festering wounds is dialogue. This program will address the why, what and how of having difficult but essential conversations.
Learning Objectives:
What needs to be discussed
What are essential skills and ground rules
What are the challenges
Outcomes: Capacity to have the conversations that are on everyone's mind in a productive way.
Building more generative organizational cultures in which everyone has a sense of belonging How to Resolve Conflicts Caused by Difficult Behaviors
Description: Are interpersonal conflicts wasting a lot of your time and energy? Do you wish everyone would just get along? In this interactive training, we provide ways to identify conflict sources, brainstorm resolutions, and head off potential conflicts. You will apply concepts as you practice and enhance your listening, conflict resolution, and communication skills.
Learning Objectives: Practice focused listening skills
Match people's pacing and diverse communication styles
Diffuse negative emotions to resolve conflicts
Create and apply effective behavioral agreements
Outcomes: Gain useful communications and mediation skills Learn to use agreements to resolve conflict
Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Ask, Listen, and Influence: Develop Inquiry and Listening Skills Onsite and Online
Description: Do you find yourself easily distracted when others are speaking? Are you often multi- tasking rather than fully listening? As a professional, your ability to ask better questions, listen fully and understand your diverse workforce are the keys to coalescing teams, navigating workgroups through change, and mobilizing them to a common cause.
Learning Objectives: Master the art of inquiry and listening Enhance your abilities to work with cross-generational teams Apply Appreciative Inquiry tools
Practice mindfulness to help focus your listening
Outcomes: Avoid common listening mistakes that can erode trust and respect Build trust through listening techniques in live and remote conversations Apply questions strategically to guide conversations toward key objectives Credibility: How to Earn it and Keep It
Description: Do you know how to recover when you've lost someone's trust? Is it hard for you to apologize especially when you think you are right? This training helps you build your credibility through personal presence, words, and daily actions. You will learn how to strengthen relationships with colleagues and supervisors, deliver bad news, and recover from mistakes. We include stories, case studies, short videos, activities, and facilitated small and large group discussions.
Learning Objectives: Understand how credibility is earned and kept, eroded, and rebuilt Learn how to present your ideas to better influence outcomes Practice giving clean apologies to recover from mistakes and strengthen your credibility Understand how to walk your talk and make honesty your best policy Outcomes: Learn how to deliver bad news credibly
Master how to say "no" credibly and turn rejection into redirection Building and Cultivating Trust in Today's Environment
Description: How do you build trust when rapid change is occurring? Why does trust take so long to build, yet just minutes to erode? We help you navigate more quickly through resistance and build trust so everyone can be more productive.
Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Learning Objectives: Identify the four elements that help people build trust Learn techniques to build collaborative teams and mitigate change resistance Techniques to restore broken trust.
Outcomes: Build a culture of trust within your working groups, cross-functional teams, and organization.
Giving and Receiving Constructive Feedback Online or in Person Description: Do you tend to justify your actions when receiving negative feedback? Do you avoid giving constructive feedback? Regular working feedback sessions offer people an opportunity to grow or unfortunately create a negative work environment. This course introduces practices that help you use feedback as a tool to convert potentially negative situations into a constructive learning experience for all involved.
Learning Objectives: Develop an environment that promotes listening and collaborative conversations
Practice a structured methodology to identify and prioritize challenging situations Explore techniques that help convert a difficult conversation into a growth opportunity Outcomes: Learn how to use critical conversations and structured problem solving to steer difficult discussions toward successful resolution
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Team Building
Working Virtually Across Teams: Divisions, Departments, and Other Agencies
Description: Are you challenged by interdivisional, interagency, or interdepartmental conflict and competitiveness? Do you need assistance in being more effective in providing goals, values, and direction to individuals who don't report to you? This course will help you build alignment of goals and create positive relationships that enable cross-functional teams to succeed.
Learning Objectives: Provide a framework to build collaborative teams Describe strategies and techniques to empower and motivate teamwork Manage disruptive and difficult team interactions when you have limited power Outcomes: Develop constructive practices for successful collaboration across remote workgroups Develop strong communication across departments, divisions, and agencies Building Great Remote Teams
Description: Does your team get bogged down with conflicting priorities? Is communication open and transparent? We help you build better teams by using practical tools, communication tips, meeting management guidelines, and models that enable individuals to work cohesively and productively whether virtually or in person.
Learning Objectives: Establish team problem solving models Design communication and behavioral protocol
Facilitate and motivate others through change
Capitalize on diversity of skills and competencies
Outcomes: Build synergy and trust within your team
Align team vision, mission, values, expectations, and responsibilities How to Hold Critical Conversations Virtually or Face-to-Face Description: Are you uncomfortable providing constructive feedback to others? Do you ever want to challenge ideas when other peoples' strong opinions differ from your own? Do you feel defensive when others criticize your ideas? We teach you proven strategies and techniques to shift arguments into dialogues using practical exercises.
Learning Objectives: Ensure critical conversations become productive dialogues Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Improve communication outcomes
Enhance communication skills and comfort level
Reduce tension and manage negative situations
Outcomes: Learn communication tips to support positive change Build positive relationships by developing mutual agreements Problem Solving Virtually Using Your Team's Strengths
Description: How would you like to solve problems from a positive point of view? Appreciative Inquiry (Al) is a refreshing organizational development approach. Al focuses on what is working, as opposed to what is going wrong. You will learn a fresh and positive approach to tackling stressful situations and workplace challenges.
Learning Objectives: Build an awareness of the power of appreciation Gain the ability to ask the right questions
Practice utilizing new approaches and developing more skills Inspire others to take a positive fresh approach to the stressors at work Outcomes: Learn a refreshing approach to resolving issues Resolve problems and challenges from a team's strengths rather than addressing "What's wrong?" Keep your team motivated as opposed to feeling overwhelmed and stressed Getting Your Team to Work Together in Today's Hybrid Environment Description: This training is a composite of several other trainings. It gives an overview of Change Management, Meeting Management, Emotional Intelligence and Best Practices for Team Building.
After taking this training, you may want to take another in one or more areas to get the depth you need to move your team forward.
Learning Objectives: Enable your team to be the best it can be by using proven best practices Guide your team through change with the least pain and the most success Manage your meetings with productive, efficient results Outcomes: Get your team through changes quickly and successfully Use emotional intelligence to better communicate and better understand yourself and others Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Customer Service
Exceptional Customer Service: Putting People First
Description: Is your team stressed trying to satisfy difficult customers and manage challenging behaviors? Is it struggling with high demands and insufficient resources? In this training, we share best practices for exceptional customer service on line and in person Learning Objectives: Handle stressful, highly charged situations Communicate effectively and positively with diverse customers, internal and external Anticipate and meet customer needs
Have customers thank you even when you have to say "no" Outcomes: Cultivate a can-do service attitude
Allow our customers to really love us
Resolving Conflict with Co-Workers and Customers
Description: Are interpersonal conflicts wasting a lot of your time and energy? Don't you wish everyone would just get along? Would you like to customers thank you rather than always complain? Our interactive training provides you ways to identify conflict sources, brainstorm resolutions, and handle potential conflicts both internal and external.
Learning Objectives: Apply easy to use conflict resolution techniques Increase your confidence in dealing with conflict, confrontation, and stress Enhance your emotional intelligence, listening, and communication skills Outcomes: Gain useful communications and mediation skills Monitor your emotional reactions to difficult situations and behaviors Managing Multiple Demands, Time, and Priorities During Constant Change
Description: Do you sometimes feel overwhelmed with data and deadlines? Are you clear about your priorities? Learn how to manage multiple demands and maintain your sanity. Learn strategies for prioritizing, scheduling, delegating, and wearing multiple hats. Our training also includes proven stress reduction techniques to maintain your equilibrium.
Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Learning Objectives: Document the time-robbers who are taxing your time and sanity Analyze your world of demands to understand its sources, your responsibilities, and how to prioritize _everage the power of a routine to allow you to focus brainpower on your most important task:
Outcomes: Deliver high quality work product while meeting deadlines Prioritize and create strategies for everyday functions and tasks Monitor and modify your personal reactions to conflict and difficult situations Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Managing Stress and Frustration to Be More Productive Today Description: Can you always remain calm under pressure? Do you have the right practices to cope with stress? Are you often feeling overloaded? Are others affected by your stress? Our training helps you maintain your effectiveness, handle stress, and foster a can-do attitude in the middle of stressful environments.
Learning Objectives: Reduce the negative impact of stress and conflict at work Learn physical, mental, and psychological techniques to manage stress in proactive ways Practice easy to apply coping techniques including mindfulness Employ vocal techniques to sound calm and soothe others in stressful situations Outcomes: Feel in control when under pressure
Recognize warning signs of stress and take precautionary measures Learn breathing and relaxation, visualization and physical techniques for reducing stress Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Business Writing and Presentations
You've Got Stories: Using Storytelling to Inspire, Engage, and Educate Description: Are you using stories as a method of coaching, persuading or bolstering your messages? In business, story is a powerful and effective way to engage your listeners and readers, connect on a heart level, put a human face on stats, facts and figures, and elicit empathy and foster trust. Add stories to your toolkit for use in staff meetings, when presenting to a council or board, delivering a report, or coaching a direct report.
Learning Objectives: Understand the basics of story structure Learn techniques for telling short, impactful business stories Experience the power of digital storytelling
Learn to stir deep emotions and galvanize your listeners to care and support your projects and initiatives
Outcomes: You will create a list of stories and structures for telling your stories and receive tips for effective telling, and a new tool to complement facts and figures. As a result you will lead, influence and persuade more effectively in your spoken and written presentations.
Business Writing Basics: From Emails to Staff Reports
Description: Do you suffer from writer's block? Are you nervous about presentations? Do you forget the rules for punctuation and grammar? Our training will help you increase your confidence by applying the best practices in business writing and presenting reports.
Learning Objectives: Learn how to greatly improve both your writing and editing Participate in hands-on practice using forms and procedures from your own organization Assess your audience's needs and meet them
Outcomes: Learn effective writing and presentation processes Apply specific styles, formats, and tips to your reports and memos Presentation and Influencing Skills
Description: Are you nervous thinking about your next presentation? Would you like to feel more confident? Our training helps you build dynamic presentation and influencing skills. You will learn how to capitalize on your strengths and overcome any limitations.
Attachment I
THE CONSULTINg TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Learning Objectives: Create powerful, convincing presentations Turn your stories and experiences into influencing presentation material Capitalize on the diversity of communication styles
Organize and present high-level content
Outcomes: Motivate and influence diverse audiences
Think on your feet and still sound organized
Develop Your Ability to Think, Speak and Act in the Moment Description Would you like to be able to think, speak and act in rapidly unfolding situations when the best-laid plans get thrown to the wind? Many professionals are decisive, confident and creative... until the moment they must improvise. You will learn to be brilliant in the moment with the right tools and confidence in our fast-paced, interactive training.
Learning Objectives: Develop resourcefulness when relying on your problem-solving skills Employ the "Yes, and..." concept to create alternate plans, conceive non-linear designs, and co- create collaborative projects
Make rapid-fire decisions with confidence through improvisational activities and games Enhance your mental agility to be more creative, flexible and adaptable Outcomes: Learn to rely on your instincts and trust your gut when your playbook falls short Adapt to a wide variety of circumstances to be responsive in the moment Creatively ad-lib and go "off script" as circumstances dictate Virtual Facilitation and Meeting Management Skills
Description: How would you rate the last meeting you attended? Or the last meeting you ran? If it wasn't a 9 out of 10, this training is for you. We present the tools and approaches to engage participants and build accountability. From that base, we provide sound guidelines for fresh approaches to sound meeting management tools. Our interactive exercises reinforce the easy to apply techniques for setting agendas, ground rules, outcomes, and obtaining optimal engagement.
Learning Objectives: Structure meetings to obtain the desired outcomes Apply guidelines for creating buy-in to ground rules for online meetings Learn the key steps in planning and executing engaging meetings of varying sizes and scopes Practice facilitation and presentation techniques
Outcomes: Conduct meetings that get the results you need Apply techniques to engage everyone's participation in your meetings Learn quick tips for organizing agendas, evaluating success, and handling disruptions Attachment I
THE CONSULTING TEAM, LLC
945 Mountain View Ave., Mountain View CA 94040-2411
[email protected] 650-965-3663
Online Meetings Made Fun and Easy
Description: Is everyone engaged in your meetings, or are they overwhelmed with distractions? Are your meetings fun, efficient, and informative? We present the tools and approaches to engage everyone and build accountability during meetings. Interactive exercises reinforce the easy to apply techniques for setting agendas, ground rules, and outcomes.
Learning Objectives: Structure your meetings for full engagement and results Apply guidelines for creating buy-in and participation
Practice motivation and engagement techniques
Outcomes: Learn quick tips for creating high participation Master meeting management practices to get the results you need Putting Your Presentation Together for Remote Audiences Description: Are you nervous creating and delivering presentations? Do you need more than the time allotted on the agenda? Are the people to whom you are presenting your ideas not reacting the way you would like? This course will help you create and present successful presentations that create the outcome you desire whether your audience is remote or in-person.
Learning Objectives: Identify the decision-making perspective of your audience determine the content that should be highlighted by your presentatior cultivate presentation techniques that will engage your audience and assure vour message is effectively delivered.
Outcome: Develop and deliver effective presentations that achieve your targeted results Attachment II
From: Marilyn Manning
To: Dorothy Mandujano; admin theconsultingteam.com
Cc: Anil Comelo; Marilyn Manning
Satecti pricing
Tuesday, March 16, 2021 4:34:36 PM
Hi Dorothy and Anil,
TCT Fee Schedule:
1. Scribing, notetaking for focus groups, retreats, planning sessions: $250 hourly
2. Facilitating, OD consulting, assessments, coaching: $350-$450 hourly
3. Conflict mediation/resolution: $450-$495 hourly
4. Virtual soft skill trainings for 2 hour Zoom interactive: $1200
5. On-site staff training half day: $2000
Do you need anything else?
We really look forward to partnering with you.
Marilyn
Marilyn Manning, Ph.D., CEO
The Consulting Team
[email protected]
650-965-3663 (office)
650-464-6024 (cell)
From: Dorothy Mandujano <[email protected]>
Sent: Tuesday, March 16, 2021 11:08 AM
To: Marilyn Manning <[email protected]>; admin theconsultingteam.com <[email protected]>
Subject: RE: scope of services, bios, training expertise Good morning,
Thank you for providing this information.
Can you provide an hourly rate/range for services? I would like to place a contract for your services on the City Council agenda for April 6. A fee schedule along with the Scope of Services will be attached to the contract.
In order to meet the submittal deadline of March 24, I will need this information in the next few days.
Please feel free to contact me with any questions or concerns.
Dorothy Mandujano
City of Richmond, CA
Human Resources Management Department
450 Civic Center Plaza, Suite 310
Richmond, CA 94804
(510) 620-6600 - direct
(510) 620-6602 - main
(510) 620-6560 - fax
[email protected]
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From: Marilyn Manning [mailto:[email protected]]
Sent: Monday, March 15, 2021 3:52 PM
To: Dorothy Mandujano; Anil Comelo; admin theconsultingteam.com Cc: Marilyn Manning
Subject: scope of services, bios, training expertise
H Dorothy and Anil,
Thanks for your kind thoughts and for requesting our materials.
Attached:
Scope of our services
Bios of the team
Training/coaching/consulting topics
Communication series - designed to prevent conflict, an area you indicated needed services We charge by the assignment and hours so can give a not to exceed amount once we see the scope of what you need.
Anything else I can send you?
Are there any upcoming services you are anticipating?
How did your Council retreat go?
Best,
Marilyn
Marilyn Manning, Ph.D., CEO
The Consulting Team
[email protected]
650-965-3663 (office
650-464-6024 (cell)
Anil's email address is: [email protected]
Please feel free to contact me with any questions or concerns.
Dorothy Mandujano
City of Richmond, CA
Human Resources Management Department
450 Civic Center Plaza, Suite 310
Richmond, CA 94804
(510) 620-6600 - direct
(510) 620-6602 - main
(510) 620-6560 - fax
[email protected]