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2200 – Tripepi Smith and Associates, Inc. – City Engineer Professional Recruitment ServicesPROFESSIONAL SERVICES AGREEMENT CITY ENGINEER PROFESSIONAL RECRUITMENT SERVICES TRIPEPI SMITH AND ASSOCIATES, INC. PARTIES AND DATE. This Agreement is made and entered into this August 29, 2024 (Effective Date) by and between the City of Rosemead, a municipal organization organized under the laws of the State of California with its principal place of business at 8838 E. Valley Blvd., Rosemead, California 91770 ("City") and TRIPEPI SMITH AND ASSOCIATES, INC. with its principal place of business at P.O. Box 52152, Irvine, California 92619 ("Consultant'). City and Consultant are sometimes individually referred to herein as "Party' and collectively as "Parties." 2. RECITALS. 2.1 Consultant. Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing PROFESSIONAL RECRUITMENT SERVICES to public clients, is licensed in the State of California and is familiar with the plans of City. 2.2 Project. City desires to engage Consultant to render PROFESSIONAL RECRUITMENT SERVICES FOR CITY ENGINEER POSITION ("Services') as set forth in this Agreement. 3. TERMS. 3.1 Scope of Services and Term. 3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the SEARCH SUPPORT PROFESSIONAL RECRUITMENT services necessary for the City, herein referred to a CONSULTANT Page 2 of 10 "Services". The Services are more particularly described in Exhibit "A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations. 3.1.2 Term. The term of this Agreement shall from August 29. 2024 to June 30, 2025, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of the Agreement, and shall meet any other established schedules and deadlines. 3.2 Responsibilities of Consultant. 3.2.1 Control and Payment of Subordinates; Independent Contractor. The Services shall be performed by Consultant or under its supervision. Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant's exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation insurance. 3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant's conformance with the Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services. 3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City. 3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are CONSULTANT Page 3 of 10 be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. 3.2.5 City's Representative. The City hereby designates the City Manager, or his or her designee, to act as its representative for the performance of this Agreement ("City's Representative"). City's Representative shall have the power to act on behalf of the City for all purposes under this Agreement. Consultant shall not accept direction or orders from any person other than the City's Representative or his or her designee. 3.2.6 Consultant's Representative. Consultant will designate to act as its representative for the performance of this Agreement ("Consultant's Representative"). Consultant's Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant's Representative shall supervise and direct the Services, using his/her best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Services under this Agreement. 3.2.7 Coordination of Services: Consultant agrees to work closely with City staff in the performance of Services and shall be available to City's staff, consultants and other staff at all reasonable times. 3.2.8 Standard of Care; Performance of Employees: Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subcontractors shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. 3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If the Consultant performs any work knowing it to be contrary to such laws, rules and regulations and CONSULTANT Page 4 of 10 without giving written notice to the City, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations. 3.2.10 Insurance: Consultant shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit B attached to and part of this agreement. 3.2.11 Safety: Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and life saving equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures. 3.3 Fees and Payments. 3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement and shall not exceed $15,630.00 per fiscal year. The City agrees to pay Consultant a fee of fifteen thousand six hundred thirty ($15,630.00). Extra Work may be authorized in writing, as described below, and will be compensated at the rates and manner set forth in this Agreement. 3.3.2 Payment of Compensation. Consultant shall submit to City a monthly itemized statement which indicates work completed and Services rendered by Consultant. The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 45 days of receiving such statement, review the statement and pay all approved charges thereon. 3.3.3 Reimbursement for Expenses: Consultant shall not be reimbursed for any expenses unless authorized in writing by City. 3.3.4 Extra Work: At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, "Extra Work" means any work which is determined by City to be necessary for the proper completion of the Project, but which the parties did not reasonably anticipate would be necessary at the execution CONSULTANT Page 5 of 10 of this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without written authorization from City's Representative. 3.3.5 Prevailing Wages: Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 1600, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft; classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultant's principal place of business and at the project site. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. 3.4 Accounting Records. 3.4.1 Maintenance and Inspection: Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 3.5 General Provisions. 3.5.1 Termination of Agreement. 3.5.1.1 Grounds for Termination: City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause. 3.5.1.2 Effect of Termination: If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents/ Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request. CONSULTANT Page 6 of 10 3.5.1.3 Additional Services: In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 3.5.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose: CONSULTANT: TRIPEPI SMITH AND ASSOCIATES, INC. P.O. Box 52152, Irvine, California 92619 Attn: Ryder Todd Smith Tel: (626) 536-2173 CITY: City of Rosemead 8838 E. Valley Boulevard Rosemead, CA 91770 Attn: City Manager Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service. 3.5.3 Ownership of Materials and Confidentiality. 3.5.3.1 Documents & Data; Licensing of Intellectual Property: This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 3.5.3.2 Confidentiality. All ideas, memoranda, specifications, CONSULTANT Page 7 of 10 plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents and Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City. 3.5.4 Cooperation; Further Acts: The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement. 3.5.5 Attorney's Fees: If either party commences an action against the other parry, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney's fees and all costs of such action. 3.5.6 Indemnification: To the fullest extent permitted by law, Consultant shall defend, indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions or willful misconduct of Consultant, its officials, officers, employees, agents, consultants and contractors arising out of or in connection with the performance of the Services, the Project or this Agreement, including without limitation the payment of all consequential damages and attorneys fees and other related costs and expenses. Consultant shall defend, at Consultant's own cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against City, its directors, officials, officers, employees, agents or volunteers. Consultant shall pay and satisfy any judgment, award or decree that may be rendered against City or its directors, officials, officers, employees, agents or volunteers, in any such suit, action or other legal proceeding. Consultant shall reimburse City and its directors, officials, officers, employees, agents and/or volunteers, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, its directors, officials officers, employees, agents or volunteers. 3.5.7 Entire Agreement: This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by CONSULTANT Page 8 of 10 a writing signed by both parties. 3.5.8 Governing Law: This Agreement shall be governed by the laws of the State of California. Venue shall be in Los Angeles County. 3.5.9 Time of Essence: Time is of the essence for each and every provision of this Agreement. 3.5.10 City's Right to Employ Other Consultants: City reserves right to employ other consultants in connection with this Project. 3.5.11 Successors and Assigns: This Agreement shall be binding on the successors and assigns of the parties. 3.5.12 Assignment or Transfer: Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. 3.5.13 Construction; References; Captions: Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subcontractors of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement. 3.5.14 Amendment; Modification: No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties. 3.5.15 Waiver: No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise. 3.5.16 No Third Party Beneficiaries: There are no intended third party beneficiaries of any right or obligation assumed by the Parties. 3.5.17 Invalidity; Severability: If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect. CONSULTANT Page 9 of 10 3.5.18 Prohibited Interests: Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Consultant further agrees to file, or shall cause its employees or subconsultants to file, a Statement of Economic Interest with the City's Filing Officer as required under state law in the performance of the Services. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom. 3.5.19 Equal Opportunity Employment: Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted. 3.5.20 Labor Certification: By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services. 3.5.21 Authority to Enter Agreement: Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party. 3.5.22 Counterparts: This Agreement may be signed in counterparts, each of which shall constitute an original. 3.6 Subcontracting. 3.6.1 Prior Approval Required: Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. [Signatures on next page] CONSULTANT Page 10 of 10 CITY OF ROSEMEAD By: City ager Attest: e%4 City Clerk TRIPEPI SMITH AND ASSOCIATES, INC. By: �— September 16, 2024 D to Date Name:—Ryder Todd Smith Title: President Z D to [If Corporation, TWO SIGNATURES, President OR Vice President AND Secretary, AND CORPORATE SEAL OF CONTRACTOR REQUIRED] gy ,� %_7JX44(—J September 16, 2024 Name: Nicole Smith Title: CPO EXHIBIT A PROPOSAL FOR SERVICES/ RATE SCHEDULE/RESUME Attached MAN TRIPEPI SMITH TALENT SOLUTIONS Proposal submitted for: City of Rosemead Professional Recruitment Services Submitted: August 2, 2024 By: Ryder Todd Smith, President Christine Martin, Director Kylie Sun, Business Analyst 21 V 1 8 V 21 TRIPEPI SMITH TABLE OF CONTENTS COVER LETTER.......................................................................................................3 BACKGROUND AND QUALIFICATIONS...............................................................4 EXPERIENCE...........................................................................................................6 PROJECTTEAM......................................................................................................8 METHODOLOGY AND APPROACH....................................................................11 PRICE PROPOSAL.................................................................................................15 TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 2 TRIPEPI SMITH F _ -- COVER LETTER Thank you for the opportunity to propose professional recruitment services for the City of Rosemead. This proposal outlines our approach to the recruitment process and describes how we can best serve the City. Tripepi Smith is a force multiplier for communication operations for nearly 200 public agencies across California. For several years, we've come to leverage our team's network, knowledge and talents to make our firm a valuable provider of recruitment services via TS Talent Solutions (TSTS). Director Christine Martin leads our executive and professional searches, bringing over 20 years of local government experience to the table. Christine, a retired Assistant City Manager, has extensive experience leading executive teams and fostering collaboration. TS Talent Solutions is unique, mixing technical prowess, industry competency and recruitment wisdom to yield these key advantages: n 1. Tripepi Smith knows people, and people know us. Tripepi Smith is widely connected in the local government world. Through our partnerships with the largest local government associations in California and over 200+ local government agencies, we have a vast network of professionals to tap into. 2. Tripepi Smith understands marketing. We value carefully crafted language and quality visuals to attract the right applicants to an opportunity. Paired with the strategic knowledge and expertise of Christine Martin, we work with our clients to identify the right skill set and personality for the position, compile those requirements into a compelling recruitment package and ensure that the position is presented to the most qualified candidates. 3. TS Talent Solutions is a good fiscal option. While our team has a great deal of talent and experience, the TS Talent Solutions division of Tripepi Smith is an aggressive upstart and offers our services at a price below other firms. Thank you for considering us in this endeavor. We eagerly anticipate the chance to discuss our proposal to find the right professionals for the City of Rosemead in more detail. Authorization As co-founder and president of Tripepi Smith and TS Talent Solutions, I am qualified to enter into agreements with the City of Rosemead. This proposal is valid for 60 days from the date of submission. Ryder Todd Smith Co -Founder & President, Tripepi Smith Talent Solutions Ryder@TripepiSmith.com • (626) 536-2173 • P.O. Box 52152, Irvine, CA 92619 TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 3 TRIPEPI SMITH BACKGROUND AND QUALIFICATIONS A Public Affairs Firm That Understands Talent Tripepi Smith Talent Solutions is a staffing firm under the umbrella of Tripepi Smith and Associates, Inc., a marketing and public affairs firm. The firm dedicated itself to solving communication challenges within the local government world since its inception in 2002. It was a natural progression to move into recruitment and talent solutions. Tripepi Smith has worked with more than 100 agencies over the past year alone, including hundreds of city managers, department leaders and other executive staff. We know what, and who, makes an effective government leader, and we use that experience to attract, evaluate and retain high-quality talent for TSTS clients. With a skilled team of writers, graphic artists and project managers, we can provide whatever level of support our clients need — from an attractive brochure design to full-blown culture curation and recruitment support from beginning to end. MARK TALENT QUEST PROFILES Launching TS Talent Solutions Through our work at Tripepi Smith, our team developed a savvy understanding of the major operations of each department within city and county governments in California, while simultaneously expanding a network of relationships and platforms that inextricably connect us to the local government community. Thus, TS Talent Solutions was born. TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection a Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 4 TRIPEPI SMITH Creative Tripepi Smith's creative professionals have worked with " public and private clients on imagery, colors and graphic design in an array of projects. Our firm offers creative services that address not only traditional media such as print, websites, logo design and advertising but also non-traditional marketing services, including email campaigns, social media, blogging, SEO (Search Engine Optimization), video production and more. This integrated approach to content development makes the process more efficient and effective for clients. Moreover, they help capture the compelling stories and personalities behind client agencies on their quests to recruit new talent. Content x Distribirtion - IMPACT Ryder and the team at TS Talent Solutions were the perfect partners for the City Council. They generated an incredible pool of talent for us to consider and ultimately positioned us to make a choice that won unanimous approval. It is dear that Ryder and his team know local government and have a keen understanding of local government, but equally important is that they really took the time to hear each council member about their concerns and hopes for the next City Manager. Keith Eich Council Member, to Canada Flintridge Tripepi Smith was born in the digital era and brings significant technical skills to the table. Members of our team carry technical certifications in Hootsuite Social Media Marketing, Facebook Blueprint, Google Advertising, Google Analytics and Twitter Flight School, among others. We take digital communications seriously and recognize how critical it is to not only develop great visuals and messaging, but to ensure the audiences we want to reach actually see that content. Without content distribution, there is no impact. We apply this framework to the work we do at TSTS to broadcast local government positions across the industry landscape. n HARM WEAK CONTENT x WIDE DISTRIBUTION SILENCE IRRELEVANCE WEAK CONTENT x STRONG CONTENT x NARROW DISTRIBUTION NARROW DISTRIBUTION TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 5 TRIPEPI SMITH IT/ Rosamuad / Proiesion al Reawtmert Se,, e, EXPERIENCE Executive Recruitments TS Talent Solutions has a strong track record of delivering effective recruitment solutions for public agencies. Our team has successfully executed the very scope of work we propose for the City of Rosemead, filling many executive and professional -level positions. Below is a list of recent placements, including two upcoming and three active recruitments: General Manager Humboldt Bay Municipal Water Upcoming District Human Resources Director City of Menifee Upcoming Executive Director Redwood Coast Energy Authority Active, closes August 5, 2024 Police Captain City of Palos Verdes Estates Active, closed July 26, 2024 Human Resources/Risk Manager City of Bell Active, closed July 12, 2024 IT Director City of Pasco, WA May 2024 City Manager City of Lomita April 2024 Deputy Director of Community City of Bell November 2023 Services Chief Financial Officer City of Menifee October 2023 Community & Economic Development City of Pasco, WA July 2023 Director City Manager City of La Canada Flintridge May 2023 Community Services Director City of Bell March 2023 Harbor Director City of Morro Bay February 2023 Parks & Recreation Superintendent City of Fairfield January 2023 Finance Director City of American Canyon January 2023 Finance Director City of Fairfield July 2022 DEI Manager City of San Luis Obispo February 2022 Public Works Director City of Manteca February 2022 Budget Officer City of Tracy January 2022 Parks & Recreation Director City of American Canyon January 2022 City Manager City of Tracy December 2021 Fire Chief City of Morro Bay July 2021 Public Works Director City of Morro Bay May 2021 City Attorney City of Manteca February 2021 Development Services Director City of Manteca September 2020 TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 6 TRIPEPI SMITH 9 Work Samples We encourage you to see all the work we have done for clients at TSTalentSolutions.com. TSTalentSolutions.com/Placements TSTalentSolutions.com/News Sample Recruitment Brochure TS Talent Solutions developed a 5 -page digital recruitment brochure for the La Canada Flintridge City Manager search in 2023. Below is a sample of the first three pages. Sample Social Media Graphics Below are sample social media graphics we've created for different recruitments. LOM'. McYvg mr n. .M JOIN OyUR 2AAANAGER] AIM TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach . Screening 7 a,,.,,.. *amu 91. r.... ram CITY MANAGER ..... ®in Sample Social Media Graphics Below are sample social media graphics we've created for different recruitments. LOM'. McYvg mr n. .M JOIN OyUR 2AAANAGER] AIM TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach . Screening 7 TRIPEPI SMITH .. .. •o[.. assiona P,,, ,ertSe..c PROJECT TEAM Director Christine Martin will be the lead and face of the recruitment. Christine's decades of experience as an Assistant City Manager and approachable personality make her a strong partner for the City of Rosemead on this project. Principal Ryder Todd Smith will contribute positioning strategy to broadcast the opportunity, as well as leveraging his extensive network and relationships within the local government community. Business Analyst Kylie Sun will be the main project manager and will execute position postings to ensure we cast a wide net to find a pool of excellent candidates. Junior Business Analyst Hannah Wedepohl will assist with content development and Senior Graphic Artist Sara Madsen will design all visual assets. n Dedicated Availability for the City of Rosemead The core project team will have dedicated availability to support the engagement, including the capacity to provide support under urgent notice and/or time constraints. Tripepi Smith is a collaborative firm with many skills available. Any Tripepi Smith staff member may be brought onto the engagement to help with our efforts. Additionally, should any key personnel become unavailable during this engagement, Tripepi Smith will quickly substitute with other Tripepi Smith resources who have commensurate experience, knowledge, and/or skill sets. Ryder Todd Smith, Principal Ryder has a mixed background in the worlds of government relations, Role: Strategic Advisor technology and marketing. He served as the SVP of Operations and Chief Information Officer for a software -as -a -service startup in the financial services sector. Prior to that, he was the technology manager for a regional staffing firm. Ryder leads Tripepi Smith and is the ultimate project owner on all work handled by the firm. He is the creator of the City Internet Strategies Study, publisher of the Civic Business Journal, publisher of PublicCEO and a frequent speaker on the local government circuit. His insights have been published in Western City and PM magazines. He volunteers his time as vice chair of the Rose Institute of State and Local Government Board of Governors and previously served as a Planning Commission for the City of Tustin. Ryder graduated from Claremont McKenna College with a Bachelor of Arts in Philosophy, 626-536-2173 Politics, Economics and a dual degree in Economics. Ryder@Tripepi5mith.com Ryder has supported all TSTS recruitments. Christine Martin, Director Christine brings over 20 years of public sector experience, providing exceptional Role: Lead Recruiter service to local government. Prior to joining Tripepi Smith, Christine was the Assistant City Manager at the City of Livermore. She worked for Livermore for 21 years, serving in the City Manager's Office for seven years and as a planner in the Community Development Department for 14 years. Christine is a courageous, solutions -oriented servant leader. She has strong political acumen and a positive, can -do work ethic. In her role as Assistant City Manager, she established and oversaw the city's communications and emergency management programs, created and implemented the city's first-ever five-year strategic plan TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 8 TRIPEPI SMITH 925-989-2476 Christine@TripepiSmith.com Kylie Sun, Business Analyst Role: Project Manager 661-770-8563 Kylie@TripepiSmith.com and served as liaison on council subcommittees, including a complex, controversial equity and inclusion subcommittee with elected officials and community members. She was also responsible for the city's legislative platform and represented the city as a member of the Tri -Valley City Council legislative coalition. Christine built successful relationships in the region and served as chair of the Alameda County City Managers Association. Christine is also a graduate of the ICMA High Performance Leadership Academy where she honed her leadership skills in organizational development and change management, negotiation and collaboration, and effective communication. Christine has supported the following recruitments: • Redwood Coast Energy Authority, Executive Director (Current) • City of Bell, Human Resources and Risk Manager (Current) • City of Palos Verdes Estates, Police Captain (Current) • Humboldt Bay Municipal Water District, General Manager (Current) • City of Menifee, Human Resources Director (Current) Kylie brings a diverse skillset to the team from her experience in several industries, such as litigation services, academic administration and music marketing. She graduated from Biola University with a Bachelor of Science in Business Administration with a concentration in Business Management. She has a strong background in social media strategy, website development, writing and scheduling and high-volume operations due to her experiences as Administrative Assistant at Biola University, Marketing Intern at Transparent Productions, Social Media Marketing Manager at TSE Worldwide Press and Operations Associate at TSG Reporting. Kylie has supported the following recruitments: • Redwood Coast Energy Authority, Executive Director (Current) • City of Bell, Human Resources and Risk Manager (Current) • City of Palos Verdes Estates, Police Captain (Current) • Humboldt Bay Municipal Water District, General Manager (Current) • City of Menifee, Human Resources Director (Current) • City of Pasco, IT Director (05/2025) • City of Lomita, City Manager (04/2024) • City of Bell, Deputy Director of Community Services (02/2024) • City of Menifee, Chief Financial Officer (10/2023) • City of Pasco, Community & Economic Development Director (07/2023) • City of Bainbridge Island, City Attorney (07/2023) • City of La Canada Flintridge, City Manager (05/2023) • City of Bell, Community Services Director (03/2023) • City of Morro Bay, Harbor Director (02/2023) • City of Fairfield, Parks & Recreation Superintendent (01/2023) • City of American Canyon, Finance Director (01/2023) • West City Wastewater District, Records Program Coordinator (06/2022) • City of Fairfield, Finance Director (02/2022) • City of San Luis Obispo, Deputy Building Official (11/2021) • City of San Luis Obispo, Diversity, Equity and Inclusion Manager (10/2021) TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening TRIPEPI SMITH Sara Madsen, Senior Graphic Artist Role: Lead Designer 619-836-5441 Sara@TripepiSmith.com Hannah Wedepohl, Junior Business Analyst Role: Client Support 213-543-8252 Hannah@TripepiSmith.com n Sara is a talented graphic artist with a background in marketing and environmental sustainability, in which she earned her degree from San Diego State University. Her formal education in Visual Communications and passion for the environment led her to complete a Creative Design internship with ECOLIFE Conservation. During her time with the non-profit, she advanced her strategic approach to graphic design. As a continuation of her interest in non -profits, NGOs, and the public sector, Sara tackles graphic design, digital marketing and web development projects for clients and Tripepi Smith. Sara has designed the following recruitment brochures: • City of Pasco, IT Director (05/2024) • City of Lomita, City Manager (04/2024) • City of Menifee, Chief Financial Officer (10/2023) • City of Bainbridge Island, City Attorney (07/2023) • City of La Canada Flintridge, City Manager (05/2023) • City of Bell, Community Services Director (03/2023) • City of Morro Bay, Harbor Director (02/2023) • City of Fairfield, Parks & Recreation Superintendent (01/2023) • City of American Canyon, Finance Director (01/2023) • West City Wastewater District, Records Program Coordinator (06/2022) • City of Fairfield, Finance Director (02/2022) A strategic communicator with a passion for community engagement, Hannah has experience in social media management, digital media design, and client - relations. Hannah brings an interdisciplinary perspective with a degree in Educational Studies and minors in Communications and Political Science from Denison University. During her time at Denison, Hannah co -led a nonpartisan civic engagement initiative that registered students to vote and conducted civic education events. She also has broad experience managing social media accounts and designing content for higher education, non -profits, and philanthropy. Hannah has supported the following recruitments: • Redwood Coast Energy Authority, Executive Director (Current) • City of Bell, Human Resources and Risk Manager (Current) • City of Palos Verdes Estates, Police Captain (Current) • Humboldt Bay Municipal Water District, General Manager (Current) • City of Pasco, IT Director (05/2024) TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 10 TRIPEPI SMITH METHODOLOGY AND APPROACH The City of Rosemead's Needs The City of Rosemead is seeking the assistance of a professional search firm to recruit for the City Engineer and Planning and Economic Development Director positions. The below outlines TS Talent Solutions' approach to fulfilling the requested scope of work. TS Talent Solutions remains adaptable to managing the recruitments through the City's preferred method, should it differ from the process we propose below. Throughout the recruiting process, TS Talent Solutions will provide a weekly update to key City staff noting the status of the work, the number of candidates, and expectations for the next week. Project Management TS Talent Solutions begins all engagements with a client kickoff meeting to introduce personnel to one another, define Key Performance Indicators (metrics, goals, and timelines), review project management processes and tools, and ensure each team member has a full understanding of their responsibilities. Tripepi Smith primarily uses the following tools to manage projects: tv Google Workspace for email, creating real-time collaborative documents, and instant messaging fig Google Meet or Zoom for conference calls • Sprout Social for social media management 00 Meltwater for social media and media monitoring W Kantata for project/task management, internal project status updates and time entry These tools enable project manager(s) to quickly determine a project's budget status, review the schedule of tasks and send timely notifications to the whole team if issues arise. Scopes of Work - Talent Quest and Search Support TS Talent Solutions offers two recruitment services to meet different client needs. The first is a comprehensive, full-service recruitment process called Talent Quest. Leveraging best practices in recruiting we will spearhead the entire process, with the City of Rosemead being as involved or hands- off as it would like. The second is a reduced, scalable service called Search Support. Search Support supplements our clients' in-house recruitment capabilities and follows the same process as Talent Quest, up to and including step four, detailed below. TS Talent Solutions will execute the following steps for the recruitment process: TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 11 TRIPEPI SMITH .mid fessi,�nal Recru tment Services STEP 1: DEVELOP A CANDIDATE PROFILE (Talent Quest and Search Support) TS Talent Solutions will meet with key City staff to learn the key attributes and leadership qualities desired in the next City Engineer and new Planning and Economic Development Director. Together, we will work with the City of Rosemead to identify expectations and specific issues and opportunities facing the City and the Community Development Department. TS Talent Solutions will use this information to develop candidate profiles and advertising plans. STEP 2: DEVELOP MARKETING MATERIALS (Talent Quest and Search Support) TS Talent Solutions will develop the following marketing materials for each position to support outreach and recruiting efforts: tt- A 4 -5 -page digital recruitment brochure that provides key City of Rosemead metrics and characteristics, highlights the benefits of working for the City, provides information about the position, emphasizes exciting current and upcoming projects and programs, and provides instructions on how to apply for the position. w 5 social media copies and graphics for publishing to the City's (and Tripepi Smith's) social media channels. to Compelling job board language to supplement the digital recruitment brochure. STEP 3: OUTREACH AND RECRUITING (Talent Quest and Search Support) Next, TS Talent Solutions will conduct outreach to encourage individuals with superior qualifications to join our pool of candidates. We typically source high-caliber candidates by: 0 Advertising the position to appropriate and diverse professional organizations, membership agencies and publications, including relevant associations like Western City, MMANC, MMASC, CCMF. PublicCEO. etc. tv, Tapping into our uniquely broad, expansive network and toolset o We will both proactively reach out to candidates in the marketplace who may not be actively seeking the position, as well as pursue creative advertising solutions. o Our search may include national, regional, in-state and local elements, which will be determined at the start of the engagement. STEP 4: EVALUATE AND SCREEN (Talent Quest and Search Support) As resumes come in, we will acknowledge, review and evaluate each one. We will filter each applicant's resume for conformance to required and desired qualifications, as well as conduct prescreening interviews with the most -qualified candidates. TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 12 TRIPEPI SMITH a _-,za, N r,1 51 o,,1 K - TS Talent Solutions will present viable candidates to the City and provide a candidate materials packet, inclusive of: 00 A list of DII applicants A list of viable candidates we recommend move forward to the interview phase Resumes and cover letters of all viable candidates Summary sheets for all viable candidates STEP 5: CONDUCT INTERVIEWS (Talent Quest) For the next step, we will complete personal interviews with top candidates, focusing on assessing their skills, background, experience and interpersonal skills. Based on the City's preference, we will either develop recommended questions and rating criteria or use the City's existing/past resources. Our team manages all logistics involved in this step, including: t{, Coordinating the selection process and related materials needed for each interview 0 Arranging candidate interviews and travel logistics Qi) Maintaining communications with each stakeholder; updating applicants of developments 0 Conducting reference and background checks on select candidate(s) prior to consideration of extending an offer of employment STEP 6: NOTIFICATION (Talent Quest) As we turn the corner on the recruitment, TS Talent Solutions will notify all candidates who are not selected that they are no longer in the running, while the City will make the job offer to its preferred candidate. STEP 7: NEGOTIATION (Talent Quest) Lastly, we will collaborate with the City Council and staff in negotiating an employment contract with the preferred candidate. The final candidate will be subject to education verifications, DMV, civil and criminal background checks and credit checks. TRIPEPI SMITH TALENT SOLUTIONS GUARANTEE The Tripepi Smith Talent Solutions team guarantees industry -standard services. If within one year following the appointment, the selected candidate resigns or is terminated for cause, our team will conduct another search free of professional services charges. However, the City of Rosemead will cover expenses related to the recruitment, including advertising fees, background check fees and travel costs. TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 13 TRIPEPI SMITH Project Schedule Below is a typical 16 -week schedule and sequenced deliverables. We have the flexibility to "ramp up" or "ramp down" this process should the City prefer something different. Finalizing a schedule that best suits the City's needs will require deeper discussions with staff. WEEKS 1-3 STEP 1: DEVELOP A CANDIDATE PROFILE (Talent Quest and Search Support) • Conduct kickoff meeting • Facilitate stakeholder interviews WEEKS 4-5 STEP 2: DEVELOP MARKETING MATERIALS (Talent Quest and Search Support) • Prepare digital recruitment brochure • Create social media content • Prepare compelling job board language WEEKS 6-9 STEP 3: OUTREACH AND RECRUITING (Talent Quest and Search Support) • Post to digital job boards • Conduct aggressive outreach WEEKS 10-12 STEP 4: EVALUATE, SCREEN AND PRESENTATION OF CANDIDATES (Talent Quest and Search Support) • Evaluate candidate application materials • Conduct prescreening assessments • Review public profiles and conduct internet searches • Prepare and present candidate materials packet • Select candidates for interview WEEKS 13-16 STEPS 5-7: INTERVIEWS, NOTIFICATION AND NEGOTIATIONS (Talent Quest) • Schedule and facilitate interviews • Prepare interview packet for each panelist • Notify candidates • Provide negotiation support TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 14 TRIPEPI SMITH PRICE PROPOSAL Talent Quest n The Talent Quest level of engagement provides the City of Rosemead with comprehensive search services to connect with the most capable, talented candidates available in the market. The fixed cost for each recruitment will be $19,000, plus expenses. Fees for each recruitment will be collected in three installments as follows: 1. Upon Execution of the Agreement - $6,000 2. Following Presentation of Candidates - $6,000, plus expenses 3. Upon Acceptance of Offer- $7,000, plus any remaining expenses Executive Recruitment Estimated Expenses We estimate $3,500 in expenses, with these fees primarily being attributed to paid placements on various digital job boards and hotspots popular with local government agencies. Examples of job boards include Municipal Management Association of Northern California (MMANC), Municipal Management Association of Southern California (MMASC), Western City Magazine, PublicCEO, and more. Additional expenses include travel reimbursement for Christine Martin for one (potential) on-site visit and reimbursement for third -party services such as background checks, etc. If expenses appear to exceed the budget outlined above, TS Talent Solutions will discuss that budget risk with City staff and seek authorization before exceeding that expense budget. Tripepi Smith owns PublicCEO, a local government news publication dedicated to providing a statewide perspective on California's cities, counties and special districts. PublicCEO reaches over 17,000 local government executives — city managers, county administrators and public executives included — through a daily newsletter, website and job board. The publication actively seeks stories promoting cross -sector partnerships to provide decision -makers with best practices, perspectives on trends, innovations and access to opportunities. TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 15 TRIPEPI SMITH h ati N. '&ssio^al Bec,, e.-• Se J,e:. Search Support Search Support will connect the City of Rosemead with the most capable, talented candidates. Search Support is conducted on a time and materials (T&M) basis. Below you will find the estimated cost for the proposed scope of work: SUPPORTSEARCH Recruitment project management, kick-off call and candidate profile $1,900 Marketing Materials Includes 4-6 page digital recruitment brochure Includes 5 social media copies & graphics for publishing to social media channels $2,600 Manage Digital Job Placements Includes posting and management of job boards $460 Candidate Research and Direct Outreach Includes 10 hours of research/outreach $2,270 Candidate Screening & Presentation of Candidates Includes reviewing candidate materials for up to 30 applicants Includes prescreening interviews for up to 15 applicants Includes preliminary internet background screening for up to 15 applicants Includes candidate materials packet presentation to appropriate City staff $5,900 *ESTIMATED EXPENSES (pass-through fees for digital job boards) $2,500 SUPPORTESTIMATED SEARCH *Estimated Expenses We estimate $1,500-2,500 in expenses, with these fees primarily being attributed to paid placements on various digital job boards and industry hotspots. Examples of job boards include Municipal Management Association of Northern California (MMANC), Municipal Management Association of Southern California (MMASC), Western City Magazine, PublicCEO, and more. Billing for Time & Materials Time & Materials work at Tripepi Smith is billed in 15 -minute increments — i.e. we invoice our time in the following examples: 1.25, 0.75, 4.0, or 6.5 hours. Time & Materials work will be invoiced at the end of the month in which the work was done. All payment terms are net 30 days. TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 16 TRIPEPI SMITH 9 The estimates above are based on the hourly rates below: Resource Principal Director Art/Creative Director Senior Business Analyst Business Analyst Junior Business Analyst Senior Videographer/Animator Senior Photographer Videographer/Photographer Junior Videographer/Photographer Senior Graphic Designer Graphic Designer Junior Graphic Designer Web Developer Junior Web Developer Drone Operator Council Chamber AN Operator TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 17 TRIPEPI SMITH -aI R t , '.� ' ,s References City of La Ca"nada Flintridge TS Talent Solutions filled a City Manager position in the City of Dan Jordan La Canada Flintridge. Our scope of work included: City Manager • Meeting with Staff and City Council one-on-one 818-790-8880 • Development of candidate profile DJordan@LCF.CA.ao • Community engagement survey One Civic Center Dr, LCF, CA 91011 • Recruitment brochure & marketing materials Period: 12/2022 — 05/2023• Job board posting and management 08/2023 — 01/2024• • Direct networking and outreach campaign The City of La Canada Flintridge is a . Screening of applicants and presentation of candidates current Tripepi Smith client in other • Interview coordination and facilitation capacities. • Assistance with selection process and negotiations City of Menifee TS Talent Solutions filled a Chief Financial Officer position in the City of Menifee. Our scope of work included: Armando Villa City Manager Meeting with City staff and key personnel Development of candidate profile 951-672-6777 • Recruitment brochure & marketing materials AViIIa@CityoMenifeg.us . Job board posting and management 29844 Haun Rd, Menifee, CA 92586 . Direct networking and outreach campaign Period: 05/2023 — 10/2023 . Screening of applicants and presentation of candidates The City of Menifee is a current • Interview coordination and facilitation Tripepi Smith client in other capacities. • Assistance with selection process and negotiations City of Bell TS Talent Solutions filled two key positions in the City of Bell: Michael L. Antwine II Director of Community Services and Deputy Director of City Manager Community Services. Our scope of work for both recruitments 323-588-6211 included: MAntwineOCityofBell.ora . Meeting with City staff and key personnel 6330 Pine Ave, Bell, CA 90201 • Development of candidate profile Periods: 11/2022 — 03/2023; • Recruitment brochure & marketing materials 08/2023 — 01/2024• Job board posting and management • Direct networking and outreach campaign The City of Bell is a current Tripepi a Screening of applicants and presentation of candidates Smith client in other capacities. . Interview coordination and facilitation • Assistance with selection process and negotiations TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection a Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 18 0 TRIPEPI SMITH -r., f Re riia,n er Prvices Tripepi Smith Client Roster Outside of our recruitment services, Tripepi Smith has been selected to work with over 200 local government agencies to help with their communications and resident outreach. We can provide you with contacts at any of these clients if desired and are confident you will find them to be quite happy with our services. 4 California City Management City of Lynwood City of Vista Foundation City of Manhattan Beach City of Walnut City of Aliso Viejo City of Manteca (City of] Yuba City City of American Canyon City of Martinez Fresno County City of Azusa City of Millbrae Merced County City of Bellflower City of Morgan Hill Orange County City of Claremont City of Morro Bay Santa Barbara County City of Coronado City of Murrieta Town of Windsor (City of) Culver City City of Napa CalChoice Energy CCA City of Cupertino City of Norwalk Clean Energy Alliance (City of) Daly City City of Orange California Joint Powers Insurance City of Danville City of Palm Desert Authority City of Duarte City of Palmdale Citrus Heights Water District City of EI Cerrito City of Paramount Costa Mesa Sanitary District City of Fountain Valley City of Pismo Beach Del Paso Manor Water District City of Fullerton City of Placentia EI Toro Water District City of Grover Beach City of Pomona Independent Cities City of Hawaiian Gardens City of Rancho Palos Verdes Finance Authority JPA City of Huntington Beach City of Rancho Mirage Inland Empire Utilities Agency City of Indian Wells City of Riverbank League of California Cities of Indust City Industry City of Rolling Hills Estates Municipal Management Association of City of Irvine City of San Luis Obispo Northern California City of La Canada Flintridge City of Santa Ana Municipal Management City of La Palma City of Santa Clarita Association of City of La Puente City of Santa Cruz Southern California City of La Verne City of Santa Paula Orange County City Manager Association City of Lake Forest City of Saratoga San Gabriel Valley City Ci of Laguna Hills City 9 City of Stanton Managers' Association City of Laguna Niguel City of South Gate South Orange County City of Lancaster City of Sunnyvale Wastewater Authority City of Livermore City of Tracy City of Lomita City of Vallejo TALENT QUEST • Profiles • Outreach • Screening • Interviews • Selection • Negotiation SEARCH SUPPORT • Profiles • Outreach • Screening 19 EXHIBIT B INSURANCE REQUIREMENTS Prior to the beginning of and throughout the duration of the Work, Consultant will maintain insurance in conformance with the requirements set forth below. Consultant will use existing coverage to comply with these requirements. If that existing coverage does not meet the requirements set forth here, Consultant agrees to amend, supplement or endorse the existing coverage to do so. Consultant acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. Any insurance proceeds available to City in excess of the limits and coverage required in this agreement and which is applicable to a given loss, will be available to City. Consultant shall provide the following types and amounts of insurance: Commercial General Liability Insurance: Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO "insured contract" language will not be accepted. Automobile liability insurance: Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non -owned or rented vehicles, in an amount not less than 1,000,000 combined single limit for each accident. Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit requirements, shall provide coverage at least as broad as specified for the underlying coverages. Any such coverage provided under an umbrella liability policy shall include a drop down provision providing primary coverage above a maximum $25,000 self-insured retention for liability not covered by primary but covered by the umbrella. Coverage shall be provided on a "pay on behalf basis, with defense costs payable in addition to policy limits. Policy shall contain a provision obligating insurer at the time insured's liability is determined, not requiring actual payment by the insured first. There shall be no cross liability exclusion precluding coverage for claims or suits by one insured against another. Coverage shall be applicable to City for injury to employees of Consultant, subconsultants or others involved in the Work. The scope of coverage provided is subject to approval of City following receipt of proof of insurance as required herein. Limits are subject to review but in no event less than $1 Million per occurrence. C-1 Professional Liability or Errors and Omissions Insurance as appropriate shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the consultant and "Covered Professional Services" as designated in the policy must specifically include work performed under this agreement. The policy limit shall be no less than $1,000,000 per claim and in the aggregate. The policy must "pay on behalf of the insured and must include a provision establishing the insurer's duty to defend. The policy retroactive date shall be on or before the effective date of this agreement. Insurance procured pursuant to these requirements shall be written by insurers that are admitted carriers in the state of California and with an A.M. Bests rating of A- or better and a minimum financial size VII. General conditions pertaining to provision of insurance coverage by Consultant. Consultant and City agree to the following with respect to insurance provided by Consultant: 1. Consultant agrees to have its insurer endorse the third party general liability coverage required herein to include as additional insureds City, its officials, employees and agents, using standard ISO endorsement No. CG 2010. Consultant also agrees to require all contractors, and subcontractors to do likewise. 2. No liability insurance coverage provided to comply with this Agreement shall prohibit Consultant, or Consultant's employees, or agents, from waiving the right of subrogation prior to a loss. Consultant agrees to waive subrogation rights against City regardless of the applicability of any insurance proceeds, and to require all contractors and subcontractors to do likewise. 3. All insurance coverage and limits provided by Contractor and available or applicable to this agreement are intended to apply to the full extent of the policies. Nothing contained in this Agreement or any other agreement relating to the City or its operations limits the application of such insurance coverage. 4. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. 5. No liability policy shall contain any provision or definition that would serve to eliminate so-called "third party action over" claims, including any exclusion for bodily injury to an employee of the insured or of any contractor or subcontractor. 6. All coverage types and limits required are subject to approval, modification and additional requirements by the City, as the need arises. Consultant shall not make any reductions in scope of coverage (e.g. elimination of contractual liability or reduction of discovery period) that may affect City's protection without City's prior written consent. C-2 7. Proof of compliance with these insurance requirements, consisting of certificates of insurance evidencing all of the coverages required and an additional insured endorsement to Consultant's general liability policy, shall be delivered to City at or prior to the execution of this Agreement. In the event such proof of any insurance is not delivered as required, or in the event such insurance is canceled at any time and no replacement coverage is provided, City has the right, but not the duty, to obtain any insurance it deems necessary to protect its interests under this or any other agreement and to pay the premium. Any premium so paid by City shall be charged to and promptly paid by Consultant or deducted from sums due Consultant, at City option. 8. Certificate(s) are to reflect that the insurer will provide 30 days notice to City of any cancellation of coverage. Consultant agrees to require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, or that any party will "endeavor" (as opposed to being required) to comply with the requirements of the certificate. 9. It is acknowledged by the parties of this agreement that all insurance coverage required to be provided by Consultant or any subcontractor, is intended to apply first and on a primary, noncontributing basis in relation to any other insurance or self insurance available to City. 10. Consultant agrees to ensure that subcontractors, and any other party involved with the project who is brought onto or involved in the project by Consultant, provide the same minimum insurance coverage required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subcontractors and others engaged in the project will be submitted to City for review. 11.Consultant agrees not to self -insure or to use any self-insured retentions or deductibles on any portion of the insurance required herein and further agrees that it will not allow any contractor, subcontractor, Architect, Engineer or other entity or person in anyway involved in the performance of work on the project contemplated by this agreement to self -insure its obligations to City. If Consultant's existing coverage includes a deductible or self-insured retention, the deductible or self- insured retention must be declared to the City. At that time the City shall review options with the Consultant, which may include reduction or elimination of the deductible or selfinsured retention, substitution of other coverage, or other solutions. 12.The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Consultant, the City will negotiate additional compensation proportional to the increased benefit to City. C-3 13. For purposes of applying insurance coverage only, this Agreement will be deemed to have been executed immediately upon any party hereto taking any steps that can be deemed to be in furtherance of or towards performance of this Agreement. 14. Consultant acknowledges and agrees that any actual or alleged failure on the part of City to inform Consultant of non-compliance with any insurance requirement in no way imposes any additional obligations on City nor does it waive any rights hereunder in this or any other regard. 15.Consultant will renew the required coverage annually as long as City, or its employees or agents face an exposure from operations of any type pursuant to this agreement. This obligation applies whether or not the agreement is canceled or terminated for any reason. Termination of this obligation is not effective until City executes a written statement to that effect. 16.Consultant shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Proof that such coverage has been ordered shall be submitted prior to expiration. A coverage binder or letter from Consultant's insurance agent to this effect is acceptable. A certificate of insurance and/or additional insured endorsement as required in these specifications applicable to the renewing or new coverage must be provided to City within five days of the expiration of the coverages. 17.The provisions of any workers' compensation or similar act will not limit the obligations of Consultant under this agreement. Consultant expressly agrees not to use any statutory immunity defenses under such laws with respect to City, its employees, officials and agents. 18. Requirements of specific coverage features or limits contained in this section are not intended as limitations on coverage, limits or other requirements nor as a waiver of any coverage normally provided by any given policy. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue, and is not intended by any party or insured to be limiting or all- inclusive. 19.These insurance requirements are intended to be separate and distinct from any other provision in this agreement and are intended by the parties here to be interpreted as such. 20.The requirements in this Section supersede all other sections and provisions of this Agreement to the extent that any other section or provision conflicts with or impairs the provisions of this Section. 21.Consultant agrees to be responsible for ensuring that no contract used by any party involved in any way with the project reserves the right to charge City or Consultant for the cost of additional insurance coverage required by this agreement. Any such provisions are to be deleted with reference to City. It is not C-4 the intent of City to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against City for payment of premiums or other amounts with respect thereto. Consultant agrees to provide immediate notice to City of any claim or loss against Consultant arising out of the work performed under this agreement. City assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve City. C-5 TRIPSMI-01 Id'If.�l'GI ,4`x/20 CERTIFICATE OF LIABILITY INSURANCE °"81221202 24 8/221204 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsements). PRODUCER c TCT Shawny Phillips Digital Insurance LLC -Clayton, MO 8235 Forsyth Blvd #1200 Clayton, MO 63105 PHONE FAX xt No, E : (417) 8954616 (aC, No): r( shawny.phillips@onedigital.com INSURERISI AFFORDING COVERAGE NAIC d X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR INSURER A: Hartford Underwriters Ins Co 30104 INSURED INSURERS: Hartford Fire Insurance Co 19682 INSURER C: Beazley Insurance Company 37540 Tripepi Smith And Associates, Inc P.O. Box 52152 Irvine, CA 92619 INSURER D; INSURER E, INSURER F: COVERAGES CFRTIFICATF NIIMRFR- 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 INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECTTO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECTTO ALL THETERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. ILTRNSR TYPE OF INSURANCE ADDLSUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS A X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE OCCUR 84SBABG4S3U 6/20/2024 6/20/2025 EACH OCCURRENCE $ 2,000.000 DAMAGE TO RENTED$ 1,000,000 MED EXP (Anyone n:on 10,000 PERSONAL S ADV INJURY 2,000.000 GEN'L AGGREGATE LIMIT APPLIES PER: X POLICY F] jppa F] LOC OTHER: Business Liability General Aggre GENERAL AGGREGATE $ 4,000,000 PRODUCTS - COMP/OP AGG 4,000,000 8 A AUTOMOBILE LIABILITY COMBINED (Faament) LE LIMIT $ 2,000 ,000 BODILY INJURY Pel ereon $ IX ANY AUTO OWNED OWNED SCHEDULED ONLY SCMESWN 84SBABG4S3U 6/20/2024 6/20/2025 BODILY INJURY Per-awdem S AUTOS ONLY X ADTOS ONLY PeOatlent AMAGE $ E A X UMeRELLALMB EXCESS LIAR OCCUR CLAIMS -MADE 84SBABG4S3U 6/2012024 6/2012025 EACH OCCURRENCE $ 1.000.000 AGGREGATE IS 1,000.000 DED X RETENTION$ 10,000 B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN AAQNN�Y PROPRIETOR/PARTNER/EXECUTIVE iMi%ICiWry In NN�EXCLUDED't eedeecunser D DESCRIPTION ON OF OPERATIONS below NIA 84WECBG4S68 6120/2024 612012025 X I PER OTH- T E.L. EACH ACCIDENT $ 1.000,000 E.L. DISEASE -EA EMPLOYE $ 1,000,000 L. 1.000,000 E. LDISEASE-POLICY LIMIT 8 C Cyber/Tech E&O Liabi W22SEE230701 4/112024 4/112025 Parr Occ/Aggregate 2,000,000 C E80 Liability W226EE230701 4/1/2024 41112025 Aggregate Limit 3,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS I VEHICLESACORD 101, Addhional Remarks ScMdule, may be aMchad N mon space is squired) The City of Rosemead, its officers, agents, employees, representatives and volunteers are added as additional insureds as respects operations and activities of, or on behalf of the named insured, performed under contract with the City of Rosemead. City of Rosemead 8838 E. Valley Blvd. Rosemead, CA 91770 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE 'Tivak: ACUIeD 25 (2015103) ©1988-2015 ACORD CORPORATION. All rights reserved. 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