BERNARDING
CALIFO
1810
IN
RESPONSE TO REQUEST FOR QUOTES
(RFQ) FOR STRATEGIC PLANNING, GOAL
SETTING AND TEAM BUILDING
CONSULTANT
July 26, 2025
Submitted by:
HR DYNAMICS & PERFORMANCE MANAGEMENT, INC.
Henry T. Garcia,
Principal Consultant/CEO
IR
Dynamics & Performance
MANAGEMENT, INC.
HR Dynamics & Performance p. 951-905-0025 Rhonda @HRDPM.COM Management, Inc. p. 951-999-1617 WWW.HRDPM.COM
1 Table of Contents
TOPIC PAGE
Introduction 3
Company Overview 3
3. Scope of Services - Strategic Planning/Goal 4
Setting/Team Building
Partial Client List for Strategic Planning Services 5
References 6
Consultant Biographies 6
7. Unique Factors 8
8. Local Business Preference 9
Fees for Services 9
10. Submission of Quote/Proposal 10
11. Addendum #1 - Sample Agendas 11
2 PROPOSAL FOR MAYOR AND CITY COUNCIL STRATEGIC
PLANNING AND GOAL SETTING WORKSHOP
HR DYNAMICS & PERFORMANCE MANAGEMENT, INC.
July 26, 2025
1. INTRODUCTION
HR Dynamics & Performance Management, Inc. is pleased to provide the City of San Bernardino with a proposal for professional consulting services.
The City of San Bernardino has expressed the desire to conduct a Strategic Planning/Goal Setting process with the Mayor and City Council. The consultants are uniquely qualified to perform the services desired, with successful backgrounds in public sector management. The consultants have served numerous public agencies in conducting Strategic Planning/Goal Setting workshops in Southern and Northern California.
The proposal/scope below is designed to achieve a collaborative session aimed at aligning leadership around shared goals, fostering a positive working dynamic and establishing a clear roadmap for operational priorities. The proposed process may be refined to meet the City's needs and expectations.
2. COMPANY OVERVIEW
HR Dynamics has been in business since 2002, and has provided various Human Resources, Organizational Development, and Strategic Planning services to numerous public, private and non-profit clients. As a small firm, the consultants are able to provide focused and high-quality services with competitive pricing.
HR Dynamics & Performance Management consultants are seasoned and accomplished public sector professionals with over 60 years combined experience in Human Resources and Municipal Management. The consultants have successfully performed Strategic Planning Services for numerous municipalities and water districts, many of which are repeat clients. The firm consists of two (2) Principal Consultants both of whom would fully participate in the Strategic Planning process for the City of San Bernardino.
As an ethical practice, the consultants accept a limited number of projects or assignments at any given time for work that they can fully commit to, ensuring that each client receives the highest level of service and quality results. Work is not delegated, and the consultants perform all activities personally. The consultants remain accessible on a 24-hours/7-days a week basis, and are highly responsive to both the client and to all candidates.
3 HR Dynamics & Performance Management has established a stellar reputation, and is available and prepared to accept and commit to this assignment. Please refer to the website at HRDPM. Com for a detailed menu of services and client list.
3. SCOPE OF SERVICES - STRATEGIC PLANNING
Discuss with the City Manager his views on the strategic planning process; establish expectations, intended outcomes, and agree upon the process tor a one-day facilitated goal setting and consensus building workshop; receive various organizational updates and data.
2. Conduct an environmental scan via individual interviews with the Mayor, City Council Members, and key staff (e.g., executive team/department heads as determined by the City Manager) prior to the goal setting workshop; identify common goals, opportunities for consensus, conflicting issues to be addressed, and general perceptions of the City's performance.
3. Prepare a summary of staff and City Council interview responses, identifying patterns and trends; analyze the results; share and discuss the summary with the City Manager prior to conducting the workshop.
Prepare the strategic planning agenda, and related workshop/binder materials; coordinate with staff regarding logistics and venue.
Conduct the strategic planning workshop with Mayor, City Council, City Manager and Executive Team, facilitated by two (2) consultants, including the following key elements:
Provide an over-view of the strategic planning process (power point). • Review the agenda and discuss/define participant expectations and objectives for the workshop.
• Share and discuss the results of the interview process. • Review, refresh and/or refine the City's mission and vision statements.
Facilitate and achieve consensus on organizational Strengths, Weaknesses, Opportunities and Threats (SWOT).
• Facilitate and achieve consensus on key targets.
Facilitate and achieve consensus on goals.
• Facilitate a "dot" voting process to prioritize the goals. 4 Prepare the draft Strategic Plan document including the identification of the malingers of in to pinto earning exercise and the
Facilitate discussion and provide guidance to the City Manager and Executive Team on development of the detailed action plans and timelines to achieve the newly established goals and priorities.
8. Prepare final Strategic Plan document and submit to the City Manager.
4. PARTIAL CLIENT LIST FOR STRATEGIC PLANNING SERVICES
• Beaumont-Cherry Valley Recreation and Parks District
• City of Azusa Chamber of Commerce
• City of Banning (Multiple)
City of Beaumont
City of Bell (Multiple)
City of Calexico (Multiple)
City of Calimesa (Multiple)
City of Cudahy
City of Desert Hot Springs (Multiple)
City of Duarte
City of Eastvale (Multiple)
City of El Segundo (Multiple)
City of Glendale/Public Works Department
City of Lathrop (Multiple)
City of La Puente
City of La Verne
City of Lemoore
City of Lynwood
City of Ridgecrest (Multiple)
City of Rio Vista
City of Stockton (Multiple)
Full Circle Home Loans/Vista Realty
Little Lake City School District
Mission Springs Water District
• San Bernardino Municipal Water Department
• Southern California Association of Governments (SCAG) 5 5. REFERENCES
1. City of Beaumont
Elizabeth Gibbs, City Manager
Phone: (951) 769-8520
Email: [email protected]
2. City of Bell
Michael Antwine, City Manager
Phone: (310) 703-3425
Email: [email protected]
3. City of Eastvale
Clint Lorimore, Councilmember
Phone: (951) 316-1295
Email: [email protected]
4. City of Calimesa
Bonnie Johnson, City Manager (Retired)
Phone: (909) 215-4307
6. CONSULTANT BIOGRAPHIES
Henry T. Garcia, M.A.
(951) 999-1617
[email protected]
Fontana, Riverside, and San Jacinto. Henry has also served as Interim City Manager for the cities of Cudahy, Eastvale and Rialto. In addition to his professional career, Henry has over 20 years of experience as a Management Consultant and successful business owner serving public, private and non-profit entities.
Henry T. Garcia received his Master's degree from the University of California, Los Angeles, in Political Science and his Bachelor's degree from the University of California, Riverside in Political Science. He is a graduate of Berkeley's Executive Institute of Public Policy, Harvard's Leadership and Strategic Planning Program, and University of Virginia's Public Policy Program. Henry is also a distinguished author of two major publications with the League of California Cities. Mr. Garcia has served as a professor of public policy at California State University teaching a 6 With Henry's broad background, he serves as a management consultant to cities and organizations in areas of Executive Recruiting; Strategic Planning and Goal Setting; City Manager and City Council Evaluation Process; Executive Coaching; Leadership Development Training; Team Building and Conflict Resolution; Economic Development; and Management Problem Solving.
Using his exceptional interpersonal relationship skills and abilities, Henry has been highly successful in mentoring those in leadership positions including elected officials and staff, as well as working with teams to maximize performance and improve effective communication.
Henry's skills are exceptional in establishing and maintaining an extensive network of relationships, which he draws upon in executive search processes and in developing successful organizations.
Rhonda D. Strout-Garcia, M.S.H.R.
(951) 905-0025
[email protected]
Rhonda's experience includes over 35 years of professional human resources management experience in the public sector having ultimately served for nine years as Human Director for a large and complex municipality with 2500 employees and 16 bargaining units, serving a population of over 300,000. Additionally, Rhonda has over 20 years of experience as a Human Resources Consultant and successful business owner serving public, private and non-profit entities.
Rhonda received her Master's Degree in Human Resources Management from Chapman University, and a Bachelor's Degree from Southern Illinois University in Worktorce Education and Development. She has also served as an adjunct professor at California State University San Bernardino (CSUSB) and at the University of California - Riverside (UCR) Extension - teaching courses in Human Resources Management, and has been active in various professional associations.
In her professional career and as a consultant/executive recruiter, Rhonda has had direct and extensive experience in conducting executive, professional and technical recruiting with hundreds of successful placements. Rhonda has specific areas of expertise in the area of classification and compensation including various aspects involving evaluating and developing organizational structures, career ladders, salary plans, and job descriptions; conducting job evaluations and systems analysis for efficiency and effectiveness; developing recognition, incentive, and reward programs; evaluating salary, benefits, and total compensation; establishing labor market comparison agencies based on sound criteria; and making recommendations consistent with best practices and current trends.
Rhonda also uses her broad background to help organizations achieve optimum 7 organizational effectiveness and has conducted organizational climate and staffing studies; performed executive, supervisory and employee coaching and mentoring; team building and conflict resolution; strategic planning; and developed policies, procedures, and employee personnel rules and handbooks.
An additional area of expertise is in conducting Human Resources assessments for both regulatory compliance and best practices. Rhonda is adept at assessing organizational issues and developing successful interventions and strategies, and in identifying staff development needs to enhance team cooperation, communication, and optimal performance.
Exceptionally organized and resourceful, Rhonda brings highly effective customized approaches to each client and project. She is effective at recommending viable solutions and in developing an action-oriented approach to achieving the organization's objectives.
7. UNIQUE FACTORS
Some of the unique factors that set us apart from our competitors are listed below.
We offer a number advantages over large firms:
• As a small firm, we take on a limited number of projects at a time, in which to focus on the needs of the client and complete assignments/projects on schedule.
• We are collaborative, flexible, and accommodating, and will always put the relationship with the client first.
• We are highly responsive and accessible to clients, employees, and candidates including evenings and weekends; and provide a level of personal interaction that is meaningful and memorable.
• We do not use "canned" work products. We embrace every assignment as being unique and customize the approach to meet the client's needs. • We have a combined unique background that includes extensive managerial experience in the public sector. We understand your work, and are therefore able to effectively evaluate the skills and qualifications of candidates and provide good job matches.
• We meet project schedules and established deadlines, within budget. • We make a strong personal commitment to the organization to provide a thorough process that will achieve the intended outcomes. 8 • We utilize our own practical experiences and knowledge of the industry in making realistic and viable recommendations to solving staffing and operational issues.
• We have a high degree of repeat clients, due to client satisfaction with services and results.
8. LOCAL BUSINESS PREFERENCE
It is noted that HR Dynamics & Performance Management has had a strong local resence in the Inland Empire with recent clients including the City of Eastvale, Cit f Jurupa Valley, City of Rialto, City of Calimesa, City of Beaumont, City of Wildoma and others. Recently, the firm facilitated the performance evaluation process for the City of San Bernardino including evaluations for the City Attorney and City Clerk.
While not officially certified, HR Dynamics & Performance Management, Inc. owners include female and minority owned.
9. FEES FOR SERVICES
For the services described above, the fee shall consist of a flat rate of $24,500, which includes all travel related expenses. Consultant shall coordinate with the City in the preparation of workshop binders, and shall provide all materials in electronic format for the City to reproduce.
In addition to the workshop preparation, and post-workshop development of the draft and final documents, the services shall include engagement with the City Manager, elected officials, and staff as follows:
• Discussions with City Manager and staff for planning purposes.
Four (4) full days in conducting the pre-workshop interviews to include the Mayor, City Council, City Manager, and key executive staff (typically department heads), up to 24 interviews in total. • One (1) full day for facilitation of the Strategic Planning Session with two (2) consultants/facilitators - actual date TBD in consultation with City Manager; and
• One (1) day for facilitation and development of the Action Plans with the City Manager and Executive Team, with one (1) consultant. • Two (2) administrative days in pre-workshop preparation, and in the preparation of the post-workshop plan document.
9 •
10. SUBMISSION OF QUOTE/PROPOSAL
HR DYNAMICS & PERFORMANCE MANAGEMENT, INC. intends to adhere to all of the provisions described in this quote/proposal.
Respectfully Submitted By:
HR DYNAMICS & PERFORMANGE MANGEMENT, INC.
State of California
(Henry T. Garcia/ (Electronic Signature) July 26, 2025
Henry T. Garcia/Principal Consultant
Chief Executive Officer Date
IR
Dynamics & Performance
MANAGEMENT, INC.
HR DYNAMICS & PERFORMANCE MANAGEMENT, INC.
Henry T. Garcia, Principal Consultant
Rhonda D. Strout-Garcia, Principal Consultant
Premier Consulting Services provided by Seasoned Public Sector Professionals Customized to Meet the Client's Needs
10 ADDENDUM #1 - SAMPLE AGENDAS
The attached documents represent sample agendas for prior clients. The agenda for the City of San Bernardino will be customized to meet the needs of this particular assignment in collaboration with the City Manager.
11 CITY OF BELL
STRATEGIC PLAN UPDATE AND TEAM BUILDING WORKSHOP
JANUARY 18TH, 2025
CALIFORNS
9:00 a.m. Continental Breakfast
9:30 a.m. Call Meeting to Order and Public Comments
9:35 a.m. Introductions/Agenda Review/Expectations
9:50 a.m. Updates on October 2023 Strategic Plan Progress - City Manager and Staff Presentation
10:45 a.m. Break
11:00 a.m. Break-Out Groups - Staff and City Council Team Building Exercise #1 How should the Bell Team collaborate on Hot Topics?
Group A - Revenue Sustainability i.e., User Fees ano
LLMDs
• Group B - Building Trust on Internal/External Topic:
Group C- Building Motivation and Trust with the Tean
and the Community
11:20 p.m. Groups to Report Out - Team Building Exercise #1 11:50 a.m. Lunch
12:40 p.m. City Council Team Building Exercise #2
What are the attitudes, values, and beliefs of the Bell Team? 1:00 p.m. City Council to Discuss an Implementation Plan - Exercise #2 1:30 p.m. Break
1:45 p.m. City Council Team Building Exercise #3
Discuss - how should we communicate with each other?
Discuss - how should we manage conflict and
differences of opinion?
• Discuss - how should we manage different work styles? 1:00 p.m. City Council to Discuss an Implementation Plan - Exercise #3 2:20 p.m. 2024-2025 Strategic Plan - Next Steps and Updates 2:50 p.m. Workshop Recap/Summary
3:00 p.m. Adjourn
12 ON oF BELL
OLIFORTY
AGENDA
CITY OF BELL
STRATEGIC PLANNING/GOAL SETTING WORKSHOP
October 7', 2023
9:00 a.m. Continental Breakfast
9:15 a.m. Call Meeting to Order/Public Comment
9:30 a.m. Introductions - Agenda Review - Expectations & Update of Strategic Plan 2018
9:45 a.m. Presentation of Interview Results
10:00 a.m. SWOT Analysis/Team Building Exercise - Group Break-Out (4 Groups)
Strengths/Weaknesses/Opportunities/Threats
10:40 a.m. Break
10:50 a.m. Group Report Out (15 Minutes Each Group)
Strengths/Weaknesses/Opportunities/Threats
11:30 a.m. Develop Targets
12:00 p.m. Lunch Break
12:30 p.m. Establish Goals
2:00 p.m. Prioritization of Goals
2:30 p.m. Wrap-up/Next Steps
13 BEAUMONT
— California-
CITY OF BEAUMONT
STRATEGIC PLANNING/GOAL SETTING WORKSHOP
AGENDA
JANUARY 28, 2023
9:00 a.m. Continental Breakfast
9:15 a.m. Call Meeting to Order/Public Comment
9:30 a.m. Introductions - Agenda Review - Expectations
9:45 a.m. Purpose of Strategic Planning
10:00 a.m. Presentation of Interview Results
10:30 a.m. Break
10:45 a.m. SWOT Analysis (Strengths/Weaknesses)
11:15 a.m. SWOT Analysis (Opportunities/Threats)
11:45 a.m. Lunch Break
12:30 p.m. Develop Targets (Pillars)
1:00 p.m. Establish Goals
2:30 p.m. Prioritization of Goals
3:00 p.m. Break
3:15 p.m. Wrap-up/Next Steps
14 CITY OF EASTVALE
STRATEGIC PLANNING/GOAL SETTING WORKSHOP
AGENDA
JANUARY 29, 2021
8:30 a.m. Continental Breakfast
8:45 a.m. Call Meeting to Order/Public Comment
9:00 a.m. Introductions - Agenda Review - Expectations
9:15 a.m. Purpose of Strategic Planning
9:30 a.m. Presentation of Interview Results
9:45 a.m. Reaffirm and Refresh Purpose and Values Statements 10:00 a.m. Break
10:15 a.m. SWOT Analysis (Strengths/Weaknesses)
10:45 a.m. SWOT Analysis (Opportunities/Threats)
11:15 a.m. Develop Targets (Pillars)
12:00 p.m. Lunch Break
12:45 p.m. Establish Goals
2:15 p.m. Prioritization of Goals
2:45 p.m. Break
3:00 p.m. Wrap-up/Next Steps
15 F
CITY OF EASTVALE
STRATEGIC PLANNING/GOAL SETTING WORKSHOP
ALIGNMENT WITH PURPOSE AND VALUES
JANUARY 29, 2021
PURPOSE:
"We champion experiences that engage, excite,
and elevate our community"
VALUES:
Kindness
Grit
Solutions Driven
Courageous
Creative Collaborative
Results
16