HomeMy WebLinkAboutJACOB GREEN & ASSOCIATES, INC.INSURANCE NOT REQUIRED
WORK MAY PROCEED N-2026-137
CITY CLERK
DATE: in 1 1 2026
0: GRu ( at)
EPlof-mv(02) CONSULTANT AGREEMENT WITH
JACOB GREEN & ASSOCIATES
THIS AGREEMENT is made and entered into on this Ise day of June, 2026 by and between Jacob
Green & Associates, Inc., a California corporation ("Consultant"), and the City of Santa Ana, a
charter city and municipal corporation organized and existing under the Constitution and laws of
the State of California ("City").
RECITALS
A. The City desires to retain a Consultant having special skill and knowledge in providing
Strategic Planning Services, specifically organizational assessment, to result in
strengthened leadership effectiveness and overall organizational performance.
B. Pursuant to Santa Ana Municipal Code Section 2-749(a), the City Attorney is authorized
to engage Consultant for the services defined herein, and Consultant represents that it is
able and willing to provide such services to the City.
D. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the tasks and obligations
including all labor, materials, tools, equipment, and incidental customary work required to fully
and adequately complete the services described in Phase One of their Scope of Services set forth
in Exhibit A, attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for
City, the rates and charges identified in Exhibit B. The total amount to be expended
during the term of this Agreement shall not exceed $25,000.
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. City and
Consultant agree that all payments due and owing under this Agreement shall be made
through Automated Clearing House (ACH) transfers. Consultant agrees to execute the
City's standard ACH Vendor Payment Authorization and provide required
documentation. Upon verification of the data provided, the City will be authorized to
deposit payments directly into Consultant's account(s) with financial institutions.
Payment need not be made for work which fails to meet the standards of performance
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set forth in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above for a one-year term ending
May 31, 2027, exercisable by a writing by the City Manager and the City Attorney, unless
terminated earlier in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent Consultant and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer -employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
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 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.
6. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages,just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Consultant, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section 1 of this Agreement; and (2)
from any claim that personal injury, damages, just compensation, restitution, judicial or equitable
relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and
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hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial
or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in
this Section or by reason of the terns of, or effects, arising from this Agreement. The Consultant
further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third party
challenging the validity of this Agreement, or asserting that personal injury, damages, just
compensation, restitution, judicial or equitable relief due to personal or property rights arises by
reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing,
to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity
shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
7. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement.
8. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
9. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information" shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant
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without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Consultant without reference to information disclosed by the
City.
10. CONFLICT OF INTEREST CLAUSE
a. Consultant covenants that it presently has no interests and shall not have interests,
direct or indirect, which would conflict in any manner with performance of services
specified under this Agreement.
No immediate family members of either the Mayor, City Council Member, or any
appointed City Official, including appointed board and commission members, as
defined under the City's Municipal Code, whose position with the City shall award or
influence the award of this Agreement, or any competing contract or amendment
thereof, shall be employed in any capacity by the Consultant or have any other direct
or indirect financial benefit or interest in this Agreement.
c. The section also prohibits the awarding of any agreement, contract, grant, or any
amendment to those awards, to any former full-time employee for one-year from date
of employee separation except for any CalPERS retiree as authorized by City Council
resolution
d. The Consultant must comply with all conflict of interest laws, ordinances, and
regulations now in effect or hereafter to be enacted during the term of this Agreement.
The Consultant warrants that it is not now aware of any facts which conflict with the
prohibitions defined above. If the Consultant hereafter becomes aware of any facts that
might reasonably be expected to create a conflict of interest, it must immediately make
full written disclosure of such facts to the City. Full written disclosure must include,
but is not limited to, identification of all persons implicated and a complete description
of all relevant circumstances. Failure to comply with the provisions of this paragraph
will be a material breach of this Agreement.
e. Consultant covenants that none of its directors, officers, employees, or agents shall
participate in selecting or administrating any subcontract supported (in whole or in part)
by City funds stemming from the Agreement where the awarding of the subcontract
has any direct or indirect financial benefit or interest to any individual, as defined in
subsections (b) and (c) above.
11. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
promotion, termination or other employment related activities or any services provided under this
Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all
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applicable federal, state and local laws and regulations.
12. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the terms
of this Agreement shall prevail. This Agreement may not be modified except by written instrument
signed by the City and by an authorized representative of Consultant. The parties agree that any
terms or conditions of any purchase order or other instrument that are inconsistent with, or in
addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each
party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any
party, which is not embodied herein.
13. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City's ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other Consultants retained by City.
14. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product(s) completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Consultant consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
15. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
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16. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
17. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
18. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City:
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
City Attorney
City of Santa Ana
20 Civic Center Plaza (M-29)
P.O. Box 1988
Santa Ana, California 92702
To Consultant:
Jacob Green, President & CEO
Jacob Green & Associates
13217 Jamboree Road, #248
Tustin, CA 92782
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A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
19. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney's fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
CITY OF SANTA ANA
J _ ,
enr to all Sonia R. Carvalho
Cit City Attorney
JACOB GREEN & ASSOCIATES:
lakb
President and CEO
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EXHIBIT A
SCOPE OF SERVICES
#2190786v2
JacobGreenAndAssociates.cot i
Cover
Letter LETTER FROM CEO JACOB GREEN
Page 1
Section
A SCOPE OF SERVICES
Pages 2-5
Section
g YOUR TEAM
Pages 6-8
Section
C COST PROPOSAL
Pages 9 - 10
)ACOB GREEN
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1.888.4.JGA.IST I INFOOJACOBGREENAN DASSOCI ATES.COM
April 10, 2026
Sonia Carvalho, City Attorney
City of Santa Ana
20 Civic Center Plaza
Santa Ana, CA 92701
Dear City Attorney Carvalho,
Thank you for your interest in partnering with Jacob Green & Associates UGA) to provide Strategic
Planning Services for the City of Santa Ana City Attorney's Office. We recognize that organizational
priorities and conditions can evolve, and we appreciate the thoughtful approach to moving forward in a
way that is both responsive and strategic.
The JGA team brings over 600 combined years of experience serving as leaders in local government,
with deep expertise in strategic planning, organizational assessment, and leadership alignment. Our
approach is designed to provide meaningful insight, foster alignment, and support practical decision -
making that strengthens both leadership effectiveness and overall organizational performance.
Our familiarity with the City of Santa Ana and the City Attorney's Office allows us to provide a tailored,
practical approach to Department Strategic Planning that reflects both the organization's unique context
and its evolving needs. To that end, we have structured this engagement as a flexible, three -phased
approach with each phase designed to stand alone or build upon the previous phase. This structure
allows the City to begin with a focused assessment of current conditions and determine next steps based
on organizational readiness. Phase One, a Department assessment, is designed to gather confidential,
candid input from staff to develop a clear understanding of strengths, challenges, and opportunities. This
phase is not evaluative in nature but instead focused on building a fact base that reflects the lived
experience of the organization and provides leadership with the insight needed to make informed
decisions.
Should the City choose to proceed, Phase Two will focus on leadership alignment through facilitated
sessions that allow the Leadership Team to review findings, discuss priorities, and establish a clear path
forward. Phase Three builds on this foundation by expanding engagement to a broader strategic
planning and teambuilding off -site, reinforcing alignment, strengthening trust, and establishing a
practical roadmap to guide the Department over the next several years.
We are committed to providing a thoughtful, structured, and practical approach that supports the City
Attorney's Office in navigating current conditions while positioning the Department for long-term
success. We appreciate the opportunity to continue our partnership with the City of Santa Ana and to
build on the positive progress already underway.
Sincerely, (�
Jacob Green
Founder & CEO
PAGE i
LACOB GREEN
-s ns sa IIATF�
SCOPE OF SERVICES
SECTION
JACOB GREEN
PAGE 2
STRATEGIC PLANNING SERVICES
The following outlines JGA's proposed approach to supporting the City Attorney's Office through a
structured, three -phased Strategic Planning Process. This engagement is intentionally structured to
focus on alignment, clarity, and practical direction rather than the development of a traditional,
comprehensive strategic plan. The three -phased process allows the City Attorney's Office to build
alignment at the leadership level before moving into broader team engagement and teambuilding. Each
phase can stand alone or be combined, depending on organizational conditions and readiness.
PHASE ONE: DEPARTMENT ASSESSMENT & INFORMATION
GATHERING
Phase One focuses on information gathering to support strategic direction over the next three years. This
phase includes confidential one-on-one interviews with all relevant staff to surface perspectives, identify
barriers, and understand what is working well and where support is needed.
The purpose of this phase is not evaluation but insight, creating a fact base that reflects the lived
experience of the Department. The phase concludes with a summary of key themes and findings,
presented to the Leadership Team, to inform next steps and decision -making.
Outcomes may include:
• Shared understanding of organizational strengths and challenges
• Identification of barriers to alignment or effectiveness
• Early signals related to role clarity, workload distribution, and succession considerations
PHASE TWO: LEADERSHIP ALIGNMENT SESSIONS
Building on the findings from Phase One, Phase Two brings the Leadership Team together in facilitated
strategic alignment sessions. These sessions are conducted off -site and can be structured as a full -day or
two half -day meetings.
The focus is on helping the leadership team openly discuss what was heard in the interviews, align on
strategic priorities, and determine how best to move forward. These conversations are designed to
surface underlying issues, address misalignment at the top, and create clarity before broader rollout.
Outcomes may include:
• Building alignment among leadership
• Identifying the top priorities to focus on over the next 36 months
• Clarifying how leadership can best support team success
• Determining readiness for broader teambuilding and strategic planning
PAGE 3
JACOB GREEN
1111011,11 11
PHASE THREE: STRATEGIC PLANNING & TEAMBUILDING OFF -SITE
Once leadership alignment has been achieved, Phase Three expands the work to include a full -day
Strategic Planning and Teambuilding off -site. This phase is designed to reinforce alignment, build trust,
and engage the broader team around shared priorities.
The off -site incorporates facilitated discussions, round-robin conversations about priorities, and
structured teambuilding activities. The result is a focused and actionable strategic foundation captured
in a concise two- to three -page document that outlines vision, goals, and objectives.
Outcomes may include:
• Department -wide alignment around strategic priorities
• Improved collaboration and trust
• Clearer position definitions to support recruitment and onboarding
• A practical roadmap to guide the Department through future transitions
PROJECT COMMITMENT
Successful project outcomes rely on a strong partnership between our team and yours. To ensure the
best results, we've outlined key client responsibilities that foster effective collaboration and project
efficiency. By fulfilling these roles, you actively contribute to the project's success, helping us deliver
high -quality work on time and within scope. This mutual commitment not only improves project
outcomes but also maximizes the value and impact of our combined efforts.
• Clear Objectives: Define and communicate project goals, expectations, and deliverables clearly at
the project's outset.
• Active Participation: Engage in regular meetings and provide necessary feedback to ensure the
project stays on track and aligns with expectations.
• Resource Allocation: Ensure the availability of internal resources, including key personnel, data,
and tools, required for the project.
• Open Communication: Maintain open and honest communication with the Consultant,
addressing any concerns or changes in scope as soon as they arise.
• Decision -Making: Facilitate timely decision -making processes to avoid delays and ensure project
progress.
• Access Provision: Provide the Consultant with necessary access to relevant systems,
documentation, and facilities.
• Respect Timelines: Adhere to agreed -upon timelines for reviews, approvals, and information
requests to maintain project momentum.
• Change Management: Collaborate on managing any changes in project scope, requirements, or
timelines, ensuring mutual agreement on modifications.
• Partnership Approach: Foster a collaborative and respectful working relationship, recognizing
that successful outcomes depend on both parties' commitment and cooperation.
• Timely Payment: Pay invoices pursuant to contract terms and communicate any payment issues
promptly with the Consultant.
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JGA's Team Video Link: Jacob Green and Associates - JGA - Your First Call
PAGE 7
JACOB GREEN, MPA
Pounder & CEO
Jacob Green is a nationally recognized local government expert in
organizational and leadership development. As an Assistant City Manager for
the City of San Juan Capistrano and the City of Ontario, he has managed
hundreds of employees and numerous government departments, providing him
with a strong foundation in municipal leadership and operations. As a trainer,
keynote speaker, facilitator, and coach, Jacob has worked with municipal clients
as well as commercial organizations such as Mattel, FedEx, Hyundai Capital,
ADP, and others. His work focuses on helping organizations build alignment,
strengthen leadership, and navigate complex challenges. In 2019, Jacob
authored the Amazon best-selling book See Change Clearly: Leveraging
Adversity to Sharpen Your Vision and Build Resilient Teams. He has received
numerous awards for his leadership, including the National Caring Award, the
Orange County Human Relations Award, recognition as the Most Inspiring
Student at the University of California, Irvine, and he is the youngest recipient
of the Gene Lentzner Humanitarian Award. Jacob holds a Bachelor of Arts in
Social Sciences with a Minor in Management from the University of California,
Irvine, a Master of Public Administration from California State University, Long
Beach, and was recently awarded an honorary doctorate from Western
University of Health Sciences.
STEVE MERMELL
Project Lead
Steve Mermell brings more than 30 years of senior local government
leadership experience with the City of Pasadena, including service as City
Manager, Assistant City Manager, and Finance Director. Throughout his career,
Steve worked closely with elected officials to navigate complex governance
challenges, align policy direction with organizational capacity, and strengthen
accountability and public trust. His leadership experience includes guiding
governing bodies through the passage of multiple voter -approved measures,
addressing a $150 million unfunded pension liability, eliminating a structural
deficit in the City's General Fund, and restructuring the Pasadena Public Health
Department to improve fiscal sustainability and service delivery. This
experience provides him with a strong understanding of how to align
organizational priorities, operations, and resources to support effective service
delivery. Since transitioning from full-time public service in 2021, Steve has
continued to support local governments as a consultant, specializing in board
and council governance, strategic planning and goal setting, facilitation of City
Manager and City Attorney performance evaluations, and organizational and
process assessments. Steve's work reflects a deep understanding of effective
governance practices, executive oversight, and the role of governing bodies in
setting direction, ensuring accountability, and leading organizations through
complex organizational environments.
,JACOBGREEN
6 T1111C IAl II
KATIE DISTELRATH
]'I almngand Decelopmenl. %Ianager // Lead Fact] Itatal'
Katie Distelrath is a seasoned Community Services and Leadership Development
professional who helps public sector teams and emerging leaders grow with
clarity, confidence, and purpose. Her greatest strengths lie in fostering inclusive,
people -centered environments that build resilience, emotional intelligence, and
authentic leadership, supporting stronger collaboration and alignment across
teams. Over the past 15+ years, Katie has led community engagement initiatives,
overseen large-scale programs, and developed high -performing teams across
three California municipalities. Her work has included strategic planning, staff
development, and innovative service delivery that meets the evolving needs of
diverse communities. Katie is known for creating engaging, supportive
environments where teams can build trust, strengthen communication, and
connect around shared goals. Her experience in facilitating group discussions
and team -based initiatives supports organizations in enhancing collaboration,
improving relationships, and reinforcing a cohesive, high -performing culture.
Katie holds a Bachelor of Arts in Psychology from the University of Southern
California and a Master's degree in Marriage and Family Therapy from the
University of La Verne.
MICHELLE NEW
Du'ectar of organizational Development Sereices
Michelle New brings more than 20 years of experience in municipal leadership
and consulting, with a focus on operational leadership, strategic project
management, team development, and organizational improvement. She leads
the successful delivery of client projects at Jacob Green & Associates, ensuring
exceptional outcomes for California's local government agencies. In her role,
Michelle oversees internal operations, resource allocation, and productivity
targets to support efficient project delivery and overall organizational
effectiveness. She has extensive experience managing multiple complex
initiatives, including monitoring scope and schedules, tracking performance,
and guiding the development of actionable implementation plans that align with
client priorities. Michelle is highly regarded for her ability to build and mentor
high -performing teams, foster accountability, and drive cross -departmental
collaboration. She brings a strong background in organizational development
and continuous improvement, including designing and facilitating workshops,
leading succession planning efforts, and implementing process improvements
that support long-term organizational transformation. Her expertise also
includes public sector human resources management, succession planning, and
talent development, providing valuable insight into aligning people, processes,
and strategy. Michelle is a certified Project Management Professional and holds
a Master's degree in Public Administration.
'. JACOB GREEN
PAGE 8 ��,•„:�.,r�.
EXHIBIT B
COMPENSATION
Fee Proposal including hourly rates if applicable
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to 0
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COST PROPOSAL
JACOBGREENANDASSOCIATES.COM
IV
The costs outlined in this proposal are considered valid and binding for a period of 90 days, commencing
from the date of the proposal's issuance. During this timeframe, the provided pricing and estimates for
products, services, and associated expenses will remain unchanged, subject to the terms and conditions
specified in the proposal document. Any modifications or alterations to the proposal, as well as
adjustments to the costs, will require mutual agreement between the involved parties.
'AGOB GREEN
PAGE 9 snssa Irons
COST PROPOSAL
Phase One: Department Assessment & Information Gathering $25,000
Phase Two: Leadership Alignment Sessions $15,000
Phase Three: Strategic Planning & Teambuilding Off -site $25,000
Travel waived for
Travel Orange County client
Materials Invoiced at cost
Note: Recognizing that organizational circumstances may change, the City may choose to engage in one
phase or all three. At this time, Phase One is anticipated, with the option to proceed to subsequent
phases if conditions remain stable and the City wishes to deepen the engagement.
INVOICING SCHEDULE FOR EACH PHASE:
25% - Upon Execution of Contract
75% - Upon Completion of Each Phase
TERMINATION FOR CONVENIENCE (30 DAYS):
Either party may terminate this Agreement, in whole or in part, for any reason or no reason, upon
thirty (30) days' prior written notice to the other party. In the event of termination, Client will pay
Consultant for all Services performed and approved expenses incurred through the effective date of
termination, including any non -cancellable commitments made by Consultant with Client's prior
written approval.
LATE PAYMENT FEE:
All invoices are due and payable within 30 days of the invoice date. Any invoice not paid within 30 days
will be subject to a late payment fee. A fee of 1.5% per month will be added to the outstanding balance
until the invoice is paid in full.
SERVICE SELECTION AND AUTHORIZATION:
Please indicate the service option(s) you are selecting by checking one or more of the boxes below.
This selection will confirm the scope to be authorized under the proposal.
❑ Phase One: Department Assessment & Information Gathering
❑ Phase Two: Leadership Alignment Sessions
❑ Phase Three: Strategic Planning & Teambuilding Off -site
The prices, specifications, and conditions covered within this proposal are satisfactory and hereby
accepted. JGA is authorized to do the work as specified.
Authorized Signature:
Name / Title:
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