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Attachment 3 - Proposed Scope of Work (Gladwell).pdf

Richmond City Council
October 15, 2024

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Attachment 3 - Proposed Scope of Work (Gladwell).pdf
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October 15, 2024
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Richmond City Council
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Richmond – Police Records Detailed Analysis – Amendment to Scope of Work, September, 2024 Submitted by Gladwell Governmental Services, Inc. 909.337.3516 www.gladwellgov.org page 1

PROPOSAL FOR RICHMOND, CALIFORNIA

SCOPE OF WORK

POLICE DETAILED ANALYSIS / RECORDS RETENTION SCHEDULES

The City has requested an analysis / report of the retention timeframes for the statutes delineated in the Police portion of the retention schedule, which falls outside the current scope of work.

GGS has produced records retention schedules for over 250 Police and/or Sheriff’s Departments in the State of California.

Deliverables:
• Report of the retention timeframes for the statutes delineated in the Police portion of the retention schedule
• Other reports or services or information upon request

Cost: $150/hour

Estimated Total Cost (Not To Exceed): $2,500

Richmond – Police Records Detailed Analysis – Amendment to Scope of Work, September, 2024 Submitted by Gladwell Governmental Services, Inc. 909.337.3516 www.gladwellgov.org page 2 RESUME

SUMMARY

Diane R. Gladwell is a Master Municipal Clerk with over twenty years experience managing in public and private sectors. Recipient of multiple awards recognizing excellence in municipal clerk administration.

Facilitator, author and instructor for document imaging, best practices and reengineering in over 200 organizations, including AIIM, ARMA and COMDEX.

PROFESSIONAL BACKGROUND

Gladwell Governmental Services, Inc. 1989 to present President

Clients have included over 200 California Cities, Special Districts and Counties. Projects have included:

1. Organization-wide and Department-level Records Management Programs:

Retention Schedules, Procedures, Manuals and Training

2. ECMS / Document Imaging / Trustworthy Electronic Records System Acquisition or Remediation

3. E-mail and electronic records

4. Educational Programs and Publications in Technology, Business Process Reengineering, Best Practices, Records Management and other subjects.

5. Facilitation of Business Process Reengineering.

6. Elections Management.

City of San Luis Obispo 1992 to 1995
City Clerk

As a member of the management team, responsible for records management, election administration, municipal code maintenance, FPPC disclosures, special event permits, City Council support, and coordination of over 20 boards and commissions for the City of S an Luis Obispo. Administration of the agenda process and all public notification and advertisement.

Received the Presidents Award of Distinction for Excellence in Organization and Administration from the California Clerks Association (1994). Reduced expenses by 22% while increasing services to the public; developed “InfoSLO” computerized information kiosk, electronic advertising and electronic agendas; reengineered all programs and processes in the Division.

City of Glendale 1989 to 1992
Assistant City Clerk

As a member of management, responsible for records management, election administration, municipal code maintenance, FPPC disclosures, business licensing, film permits and special events for Glendale (population 187,000). Supervised Council and Redevelopment Agency agendas, packets and minutes preparation as required; administrated publication and mailing of legal notices, bids, and process claims for the City. Develop, presented and administrated City Clerk annual budget of $800,000. Acted as Public Information Officer for the City during emergencies (Glendale fire, storm damage). Supervised a staff of nine who serve a culturally diverse community.

Developed, implemented, and administrated a Citywide records management program based on optical disk technology which has received international, national and state awards for exceptional records management programs.

Richmond – Police Records Detailed Analysis – Amendment to Scope of Work, September, 2024 Submitted by Gladwell Governmental Services, Inc. 909.337.3516 www.gladwellgov.org page 3 Food 4 Less / Market Basket / Viva / Boys Markets 1980-1989 Credit Management Services Supervisor

Administered payment systems and collections for a chain of 50 grocery stores (over five million transactions annually.) Records management for payment transactions, criminal and civil incidents for chain. A key member of the management team that developed and implemented computerized Electronic Funds Transfer for checks and credit cards as well as several custom applications to track returned items and issue check cashing cards. Budget development and administration for four Divisions representing expenditures of over $8,000,000.

EDUCATION

Pacific Southern University, Los Angeles: Bachelor of Science, Business Administration California Polytechnic University, Richmond: Business administration courses Citrus College, Azusa: Associate of Science, Business Administration UCLA: Business management courses
Institution de Technologico, Yucatan, Mexico: Attended institute as a foreign exchange student ESRI Geographic Information Systems (GIS) training

HONORS
Olsten Award for Excellence in Records Management Programs; Association of Records Management Administrators (ARMA) President’s Award of Distinction for Excellence in Organization and Administration; City Clerks Association of California (CCAC)
Records Management Award for Exceptional Municipal Programs Utilizing Alternative Technologies; International Institute of Municipal Clerks (IIMC)
President’s Award for Excellence in Public Presentations and Published Articles; City Clerks Association of California (CCAC);
Rotary, International, Lake Arrowhead Chapter: (2) Special Service Awards for Projects which raised over $40,000 for fire victims.
(3) Honorary Service Awards (California PTA, for outstanding service to youth and community) Life Member: Delta Mu Delta, Alpha Gama Sigma and California Scholarship Federation Listed in Who's Who of Executives and Professionals
2017 Woman of Distinction Award, California 23rd Senate District Rotarian of the Year, 2022, Rotary Club of Lake Arrowhead

PRESENTATIONS AND PUBLICATIONS
University of Riverside, Extension / Technical Track for Clerks: Records Management, Elections AIIM (Association for Information and Image Management) ARMA (Association of Records Mangers and Administrators) IIMC (International Institute of Municipal Clerks)
CCAC (City Clerks Association of California)
Government Technology Conference
Co-Author: Ballot Counting Procedures and Guidelines (various voting systems) Author: Document Imaging
Efficient Filing
Funding Records Management Projects
Various articles published by ARMA, ICMA, IIMC and NAGARA

PROFESSIONAL MEMBERSHIPS
AIIM Professional Level Member
Association of Records Managers and Administrators
City Clerks Association of California (Past First Vice President, Past Second Vice President) International Institute of Municipal Clerks (Past Chair, Resource Committee, Membership Task Force, Past Chair, Records Management Committee)
National Association of Government Archives and Records Administrators (NAGARA) Rotary, International

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