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HomeMy WebLinkAboutAGR-7899 - BAKER TILLY ADVISORY GROUP, LP. - STRATEGIC PLANNING SERVICESDocusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 AGR-7899 Initial PROFESSIONAL SERVICES AGREEMENT Strategic Planning Services] THIS PROFESSIONAL SERVICES AGREEMENT (the "Agreement") is made at Orange, California, on this _lyd day of December , 2025 (the "Effective Date") by and between the CITY OF ORANGE, a municipal corporation ("City"), and BAKER TELLY ADVISORY GROUP, LP, a Delaware Limited Partnership ("Contractor"),who agree as follows: 1. Services. Subject to the terms and conditions set forth in this Agreement, Contractor shall provide to the reasonable satisfaction of City the services set forth in Exhibit"A," which is attached hereto and incorporated herein by reference. As a material inducement to City to enter into this Agreement,Contractor represents and warrants that it has thoroughly investigated and considered the scope of services and fully understands the difficulties and restrictions in performing the work. The services which are the subject of this Agreement are not in the usual course of City's business and City relies on Contractor's representation that it is independently engaged in the business of providing such services and is experienced in performing the work. Contractor shall perform all services in a manner reasonably satisfactory to City and in a manner in conformance with the standards of quality normally observed by an entity providing such services to a municipal agency. All services provided shall conform to all federal, state and local laws, rules and regulations and to the best professional standards and practices. The terms and conditions set forth in this Agreement shall control over any terms and conditions in Exhibit "A" to the contrary. Jack Morgan, Senior Assistant to the City Manager ("City's Project Manager"), shall be the person to whom Contractor will report for the performance of services hereunder. It is understood that Contractor's performance hereunder shall be under the supervision of City's Project Manager(or his/her designee),that Contractor shall coordinate its services hereunder with City's Project Manager to the extent required by City's Project Manager,and that all performances required hereunder by Contractor shall be performed to the satisfaction of City's Project Manager and the City Manager. 2. Compensation and Fees. a. Contractor's total compensation for all services performed under this Agreement, shall not exceed SEVENTEEN THOUSAND DOLLARS and 00/100 ($17,000.00) without the prior written authorization of City. b. The above compensation shall include all costs, including, but not limited to, all clerical, administrative, overhead, insurance, reproduction, telephone, travel, auto rental, subsistence and all related expenses. 3. Payment. a. As scheduled services are completed, Contractor shall submit to City an invoice for the services completed, authorized expenses and authorized extra work actually performed or incurred. Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 b. All such invoices shall state the basis for the amount invoiced, including services completed, the number of hours spent and any extra work performed. c.Payment shall constitute payment in full for all services, authorized costs and authorized extra work covered by that invoice. 4. Change Orders. No payment for extra services caused by a change in the scope or complexity of work, or for any other reason, shall be made unless and until such extra services and a price therefor have been previously authorized in writing and approved by City as an amendment to this Agreement. City's Project Manager is authorized to approve a reduction in the services to be performed and compensation therefor. All amendments shall set forth the changes of work,extension of time,and/or adjustment of the compensation to be paid by City to Contractor and shall be signed by the City's Project Manager,City Manager or City Council, as applicable. 5. Licenses. Contractor represents that it and any subcontractors it may engage, possess any and all licenses which are required under state or federal law to perform the work contemplated by this Agreement and that Contractor and its subcontractors shall maintain all appropriate licenses, including a City of Orange business license, at its cost, during the performance of this Agreement. 6. Independent Contractor. At all times during the term of this Agreement, Contractor shall be an independent contractor and not an employee of City. City shall have the right to control Contractor only, insofar as the result of Contractor's services rendered pursuant to this Agreement. City shall not have the right to control the means by which Contractor accomplishes services rendered pursuant to this Agreement. Contractor shall, at its sole cost and expense, furnish all facilities, materials and equipment which may be required for furnishing services pursuant to this Agreement. Contractor shall be solely responsible for, and shall indemnify, defend and save City harmless from all matters relating to the payment of its subcontractors, agents and employees, including compliance with social security withholding and all other wages, salaries, benefits, taxes, exactions, and regulations of any nature whatsoever. Contractor acknowledges that it and any subcontractors, agents or employees employed by Contractor shall not,under any circumstances,be considered employees of City,and that they shall not be entitled to any of the benefits or rights afforded employees of City,including,but not limited to, sick leave, vacation leave, holiday pay, Public Employees Retirement System benefits, or health, life, dental, long-term disability or workers'compensation insurance benefits. 7. Contractor Not Agent. Except as City may specify in writing, Contractor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Contractor shall have no authority, express or implied, to bind City to any obligation whatsoever. 8. Designated Persons. Only those qualified persons authorized by City's Project Manager, or as designated in Exhibit"A,"shall perform work provided for under this Agreement. It is understood by the parties that clerical and other nonprofessional work may be performed by persons other than those designated. 2 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 9. Assignment or Subcontracting. No assignment or subcontracting by Contractor of any part of this Agreement or of funds to be received under this Agreement shall be of any force or effect unless the assignment has the prior written approval of City. City may terminate this Agreement rather than accept any proposed assignment or subcontracting. Such assignment or subcontracting may be approved by the City Manager or his/her designee. 10. Time of Completion. Except as otherwise specified in Exhibit "A," Contractor shall commence the work provided for in this Agreement within five(5)days of the Effective Date of this Agreement and diligently prosecute completion of the work. 11. Time Is of the Essence. Time is of the essence in this Agreement. Contractor shall do all things necessary and incidental to the prosecution of Contractor's work. 12. Reserved. 13. Delays and Extensions of Time. Contractor's sole remedy for delays outside its control, other than those delays caused by City, shall be an extension of time. No matter what the cause of the delay,Contractor must document any delay and request an extension of time in writing at the time of the delay to the satisfaction of City. Any extensions granted shall be limited to the length of the delay outside Contractor's control. If Contractor believes that delays caused by City will cause it to incur additional costs, it must specify, in writing, why the delay has caused additional costs to be incurred and the exact amount of such cost at the time the delay occurs. No additional costs can be paid that exceed the not to exceed amount stated in Section 2.a, above, absent a written amendment to this Agreement. 14. Products of Contractor. The documents, studies, evaluations, assessments, reports, plans, citations, materials, manuals, technical data, logs, files, designs and other products produced or provided by Contractor for this Agreement shall become the property of City upon receipt. Contractor shall deliver all such products to City prior to payment for same. City may use, reuse or otherwise utilize such products without restriction. 15. Equal Employment Opportunity. During the performance of this Agreement, Contractor agrees as follows: a. Contractor shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, mental or physical disability, or any other basis prohibited by applicable law. Contractor shall ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, religion, sex, national origin, mental or physical disability, or any other basis prohibited by applicable law. Such actions shall include,but not be limited to the following: employment, upgrading, demotion or transfer,recruitment or recruitment advertising,layoff or termination,rates of pay or other forms of compensation and selection for training, including apprenticeship. Contractor agrees to post in conspicuous places, available to employees and applicants for employment, a notice setting forth provisions of this non-discrimination clause. 3 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 b. Contractor shall, in all solicitations and advertisements for employees placed by, or on behalf of Contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, mental or physical disability, or any other basis prohibited by applicable law. c.Contractor shall cause the foregoing paragraphs(a)and(b)to be inserted in all subcontracts for any work covered by this Agreement, provided that the foregoing provisions shall not apply to subcontracts for standard commercial supplies or raw materials. 16. Conflicts of Interest. Contractor agrees that it shall not make, participate in the making, or in any way attempt to use its position as a consultant to influence any decision of City in which Contractor knows or has reason to know that Contractor, its officers, partners, or employees have a financial interest as defined in Section 87103 of the Government Code. Contractor further agrees that it shall not be eligible to work as the design/build firm for the project that is the subject of this Agreement. 17. Indemnity. a. To the fullest extent permitted by law, Contractor agrees to indemnify, defend and hold City, its City Council and each member thereof,and the officers, officials, agents and employees of City(collectively the"Indemnitees") entirely harmless from all liability arising out of: 1) Any and all claims under workers' compensation acts and other employee benefit acts with respect to Contractor's employees or Contractor's subcontractor's employees arising out of Contractor's work under this Agreement, including any and all claims under any law pertaining to Contractor or its employees' status as an independent contractor and any and all claims under Labor Code section 1720 related to the payment of prevailing wages for public works projects; and 2) Any claim, loss, injury to or death of persons or damage to property caused by any act, neglect, default, or omission of Contractor, or person, firm or corporation employed by Contractor, either directly or by independent contract, including all damages due to loss or theft sustained by any person, firm or corporation including the Indemnitees, or any of them, arising out of, or in any way connected with the work or services which are the subject of this Agreement, including injury or damage either on or off City's property; but not for any loss, injury,death or damage caused by the active negligence or willful misconduct of City. Contractor, at its own expense, cost and risk, shall indemnify any and all claims, actions, suits or other proceedings that may be brought or instituted against the Indemnitees on any such claim or liability covered by this subparagraph, and shall pay or satisfy any judgment that may be rendered against the Indemnitees, or any of them, in any action, suit or other proceedings as a result of coverage under this subparagraph. b. Reserved. 4 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 C.Except for the Indemnitees, the indemnifications provided in this Agreement shall not be construed to extend any third party indemnification rights of any kind to any person or entity which is not a signatory to this Agreement. d. The indemnities set forth in this section shall survive any closing, rescission, or termination of this Agreement, and shall continue to be binding and in full force and effect in perpetuity with respect to Contractor and its successors. 18. Insurance. a. Contractor shall carry workers' compensation insurance as required by law for the protection of its employees during the progress of the work. Contractor understands that it is an independent contractor and not entitled to any workers' compensation benefits under any City program. b. Contractor shall maintain during the life of this Agreement the following minimum amount of comprehensive general liability insurance or commercial general liability insurance: the greater of (1) One Million Dollars ($1,000,000) per occurrence; or (2) all the insurance coverage and/or limits carried by or available to Contractor. Said insurance shall cover bodily injury, death and property damage and be written on an occurrence basis. c.Contractor shall maintain during the life of this Agreement, the following minimum amount of automotive liability insurance: the greater of(1) a combined single limit of One Million Dollars ($1,000,000) or (2) all the insurance coverage and/or limits carried by or available to Contractor. Said insurance shall cover bodily injury, death and property damage for all owned, non-owned and hired vehicles and be written on an occurrence basis. d. Any insurance proceeds in excess of or broader than the minimum required coverage and/or minimum required limits which are applicable to a given loss shall be available to City. No representation is made that the minimum insurance requirements of this Agreement are sufficient to cover the obligations of Contractor under this Agreement. e.Each policy of general liability and automotive liability shall provide that City, its officers, officials, agents, and employees are declared to be additional insureds under the terms of the policy, but only with respect to the work performed by Contractor under this Agreement. A policy endorsement to that effect shall be provided to City along with the certificate of insurance. In lieu of an endorsement, City will accept a copy of the policy(ies)which evidences that City is an additional insured as a contracting party. The minimum coverage required by Subsection 18.b and c, above, shall apply to City as an additional insured. Any umbrella liability insurance that is provided as part of the general or automobile liability minimums set forth herein shall be maintained for the duration of the Agreement. f.Contractor shall maintain during the life of this Agreement professional liability insurance covering errors and omissions arising out of the performance of this Agreement with a minimum limit of One Million Dollars ($1,000,000) per claim. Contractor agrees to keep 5 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 such policy in force and effect for at least five (5) years from the date of completion of this Agreement. g. The insurance policies maintained by Contractor shall be primary insurance and no insurance held or owned by City shall be called upon to cover any loss under the policy. Contractor will determine its own needs in procurement of insurance to cover liabilities other than as stated above. h. Before Contractor performs any work or prepares or delivers any materials, Contractor shall furnish certificates of insurance and endorsements, as required by City, evidencing the aforementioned minimum insurance coverages on forms acceptable to City,which shall provide that the insurance in force will not be canceled or allowed to lapse without at least ten(10) days' prior written notice to City. i.Except for professional liability insurance coverage that may be required by this Agreement, all insurance maintained by Contractor shall be issued by companies admitted to conduct the pertinent line of insurance business in California and having a rating of Grade A or better and Class VII or better by the latest edition of Best Key Rating Guide. In the case of professional liability insurance coverage, such coverage shall be issued by companies either licensed or admitted to conduct business in California so long as such insurer possesses the aforementioned Best rating. j Contractor shall immediately notify City if any required insurance lapses or is otherwise modified and cease performance of this Agreement unless otherwise directed by City. In such a case, City may procure insurance or self-insure the risk and charge Contractor for such costs and any and all damages resulting therefrom, by way of set-off from any sums owed Contractor. k. Contractor agrees that in the event of loss due to any of the perils for which it has agreed to provide insurance, Contractor shall look solely to its insurance for recovery. Contractor hereby grants to City,on behalf of any insurer providing insurance to either Contractor or City with respect to the services of Contractor herein,a waiver of any right to subrogation which any such insurer may acquire against City by virtue of the payment of any loss under such insurance. 1.Contractor shall include all subcontractors, if any, as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor to City for review and approval. All coverages for subcontractors shall be subject to all of the requirements stated herein. 19. Termination. City may for any reason terminate this Agreement by giving Contractor not less than five(5) days' written notice of intent to terminate. Upon receipt of such notice, Contractor shall immediately cease work, unless the notice from City provides otherwise. Upon the termination of this Agreement, City shall pay Contractor for services satisfactorily provided and all allowable reimbursements incurred to the date of termination in compliance with 6 Docusign Envelope ID:FE6CE061-ACC4-426E-BC03-23A27E677486 this Agreement, unless termination by City shall be for cause, in which event City may withhold any disputed compensation. City shall not be liable for any claim of lost profits. 20. Maintenance and Inspection of Records. In accordance with generally accepted accounting principles, Contractor and its subcontractors shall maintain reasonably full and complete books, documents, papers, accounting records, and other information (collectively, the records")pertaining to the costs of and completion of services performed under this Agreement. City and its authorized representatives shall have access to and the right to audit and reproduce any of Contractor's records regarding the services provided under this Agreement. Contractor shall maintain all such records for a period of at least three(3)years after termination or completion of this Agreement. Contractor agrees to make available all such records for inspection or audit at its offices during normal business hours and upon three(3)days'notice from City,and copies thereof shall be furnished if requested. 21. Compliance with all Laws/Immieration Laws. a. Contractor shall be knowledgeable of and comply with all local, state and federal laws which may apply to the performance of this Agreement. b. If the work provided for in this Agreement constitutes a"public works," as that term is defined in Section 1720 of the California Labor Code,for which prevailing wages must be paid, to the extent Contractor's employees will perform any work that falls within any of the classifications for which the Department of Labor Relations of the State of California promulgates prevailing wage determinations, Contractor hereby agrees that it, and any subcontractor under it, shall pay not less than the specified prevailing rates of wages to all such workers. The general prevailing wage determinations for crafts can be located on the website of the Department of Industrial Relations (www.dir.ca.gov/DLSR). Additionally, to perform work under this Contract, Contractor must meet all State registration requirements and criteria,including project compliance monitoring. c.Contractor represents and warrants that it: 1) Has complied and shall at all times during the term of this Agreement comply, in all respects, with all immigration laws, regulations, statutes, rules, codes, and orders, including, without limitation, the Immigration Reform and Control Act of 1986 IRCA); and 2) Has not and will not knowingly employ any individual to perform services under this Agreement who is ineligible to work in the United States or under the terms of this Agreement; and 3) Has properly maintained, and shall at all times during the term of this Agreement properly maintain, all related employment documentation records including, without limitation, the completion and maintenance of the Form I-9 for each of Contractor's employees; and 7 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 4) Has responded, and shall at all times during the term of this Agreement respond, in a timely fashion to any government inspection requests relating to immigration law compliance and/or Form I-9 compliance and/or worksite enforcement by the Department of Homeland Security, the Department of Labor, or the Social Security Administration. d. Contractor shall require all subcontractors or subconsultants to make the same representations and warranties as set forth in Subsection 21.c. e.Contractor shall, upon request of City, provide a list of all employees working under this Agreement and shall provide,to the reasonable satisfaction of City,verification that all such employees are eligible to work in the United States. All costs associated with such verification shall be borne by Contractor. Once such request has been made, Contractor may not change employees working under this Agreement without written notice to City, accompanied by the verification required herein for such employees. f.Contractor shall require all subcontractors or sub-consultants to make the same verification as set forth in Subsection 21.e. g. If Contractor or subcontractor knowingly employs an employee providing work under this Agreement who is not authorized to work in the United States, and/or fails to follow federal laws to determine the status of such employee,that shall constitute a material breach of this Agreement and may be cause for immediate termination of this Agreement by City. h. Contractor agrees to indemnify and hold City, its officers, officials, agents and employees harmless for,of and from any loss, including but not limited to fines,penalties and corrective measures City may sustain by reason of Contractor's failure to comply with said laws, rules and regulations in connection with the performance of this Agreement. 22. Governing Law and Venue. This Agreement shall be construed in accordance with and governed by the laws of the State of California and Contractor agrees to submit to the jurisdiction of California courts. Venue for any dispute arising under this Agreement shall be in Orange County, California. 23. Integration. This Agreement constitutes the entire agreement of the parties. No other agreement,oral or written,pertaining to the work to be performed under this Agreement shall be of any force or effect unless it is in writing and signed by both parties. Any work performed which is inconsistent with or in violation of the provisions of this Agreement shall not be compensated. 24. Notice. Except as otherwise provided herein, all notices required under this Agreement shall be in writing and delivered personally, by e-mail, or by first class U.S. mail, postage prepaid, to each party at the address listed below. Either party may change the notice address by notifying the other party in writing. Notices shall be deemed received upon receipt of same or within three (3) days of deposit in the U.S. Mail,whichever is earlier. Notices sent by e- mail shall be deemed received on the date of the e-mail transmission. 8 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 CONTRACTOR" CITY" Baker Tilly Advisory Group, LP City of Orange 18500 Von Karman Ave., 10th Floor 300 E. Chapman Avenue Irvine, CA 92612 Orange, CA 92866-1591 Attn.: Carol Jacobs, Managing Director Attn.: Jack Morgan Telephone: (714) 287-1547 Telephone: (714) 744-2220 E-Mail: carol.jacobs@bakertilly.com E-Mail: jmorgan@cityoforange.org 25. Counterparts. This Agreement may be executed in one or more counterparts,each of which shall be deemed an original, but all of which together shall constitute one and the same instrument. Signatures transmitted electronically shall have the same effect as original signatures. Remainder of page intentionally left blank; signatures on next page] 9 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 IN WITNESS of this Agreement, the parties have entered into this Agreement as of the year and day first above written. CONTRACTOR" CITY" BAKER TILLY ADVISORY GROUP, LP, CITY OF ORANGE, a municipal corporation a Delaware Limited Partnership r—DocuSlpned by: Slgned by: By: (4ThL By: Printe`elinceMol Jacobs JaraEf SFir brand, City Manager Title: Managing Director ATTEST: c—Signed by: leaIT8i'F` 8F ' n, City Clerk APPROVED AS TO FORM: e—DocuSiyned by: iVainilalta1rian, City Attorney 10 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 EXHIBIT "A" SCOPE OF SERVICES Beneath this sheet.] Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 C bakertilly November 5, 2025 Baker Tilly Advisory Group,LP 18500 Von Karman Ave 10th Floor Mr. Jared Hildenbrand Irvine,CA 92612 City Manager 1 (949)809 5588 City of Orange bakertilly.com 300 E. Chapman Avenue Orange, CA 92866 Delivered electronically Dear Mr. Hildenbrand: First, congratulations on your appointment as City Manager!As someone who grew up in this town, I hold a deep appreciation for the community and am confident in your leadership to guide the City into a bright future. I recently had the opportunity to speak with Jack Morgan of your office regarding facilitating a one-day workshop with the City Council to update the current Fiscal Year 2025-2030 Citywide Strategic Plan. The current plan has six goals, 68 objectives, of which 31 are short-term (1 year), 25 are mid-term (1-3 years), and 11 are long-term (3-5 years). As I understand it, the purpose of the workshop is to assess progress on existing goals and objectives, and to engage the Council in a discussion about priorities for the upcoming fiscal year. Approach To optimize Councilmembers'time during the workshop, we propose that careful advance planning be done. This will include meeting with you to discuss the workshop and your desired outcomes, conducting interviews with the Mayor and each Council member, attending a Department Head meeting to receive feedback from the team, preparing an agenda and reviewing it with you, and coordinating with your staff regarding workshop logistics. Following the workshop, we will prepare a report that documents the direction provided by the Council. The following describes the plan of work anticipated for the engagement. Activity 1 —Gather Background Information and Conduct Interviews We will start by having a phone conversation with you to discuss the work plan and schedule. We will then conduct individual interviews with each Councilmember remotely. We will ask questions such as: What are the key accomplishments from the Strategic Plan over the past year? What are the key challenges facing the City in the coming year? What are your comments about progress made on the goals and objectives? What strategic objectives would you like to see discussed at the workshop? What other issues would you like to discuss at the workshop? Additionally, if you desire, we will attend a Department Head meeting to discuss the purpose of the workshop and receive input from the team on the progress of the current strategic plan, as well as any impediments to implementing the plan as adopted. 1 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 City of Orange, CA November 5, 2025 The results of our interviews will be summarized for discussion during the workshop. Activity 2—Design and Facilitate Workshop We will prepare a draft agenda and identify materials that will be helpful during workshop discussions. We will review the draft agenda with you and then finalize it, along with other workshop materials. We will also prepare a PowerPoint presentation to aid in the workshop process. Participants will include Councilmembers and the management team. The discussions will likely include items such as: Progress on the existing strategic objectives, A discussion about the financial forecast(if desired), Results of Council, City Manager and Department Head interviews and priorities they identified, Consensus about strategic objectives, and Other issues identified during interviews or the agenda-preparation process. Following the workshop, we will prepare a report summarizing the results and follow-up steps to be taken. About Baker Tilly Delivering specialized expertise to our public sector clients State and local government is a complex, unique MUNICIPALmES UTILITIES AND TRANSIT environment shaped by fiscal, regulatory and operational considerations not found in other L,0s' industries/sectors. Recognizing this complexity and ST eager to serve as a true valued advisor to the public COUNTIES • Public sector a EN TIArc' sector, Baker Tilly formalized its dedicated public specialization -. sector specialization more than 50 years ago. ASSURANCE 111/ Today, nearly350 Baker Till professionalsK•12SCHOOL CONSULTING TRIBAL y y DISTRICTS 11 MUNICIPAL GOVERNMENTS including more than 30 principals —focus directly on serving governments and provide hundreds of IPA titthousandsofclientservicehoursannuallyto organizations like the City. NOPROFIT HIGHER EDUCATION Nationwide, our public sector practice serves more than 3,500 state and local governmental entities, including municipalities, counties, school districts, utilities, transit organizations, airports and special authorities. Several of these client groups are now served by dedicated specialists in distinct sub- practices. 2 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 City of Orange, CA November 5, 2025 Public sector: Fyr•,Alriir+nlr-rk *h!f rradmil"forbir 00.00 3,500+ public sector 90+ years of industry Serving clients clients experience nationwide COMMITMENT TO THE PUBLIC SECTOR Baker Tilly has been in business for more than a century, and public sector entities were some of our first clients. The City will benefit from our public sector specialization in several specific ways: Dedication to the public sector: Your engagement team members live and breathe government and work exclusively with the public sector year-round. This translates into insights only experience can bring, as well as an understanding of the best ways to communicate and collaborate with public-sector entities. Specialized training and continuing education: The City can be assured of an engagement team with the necessary skills and timely knowledge to effectively perform your engagement. Sector involvement: Members of our public sector practice are leaders in key sector organizations, including the AICPA and its Governmental Audit Quality Center(GAQC)as well as the International City/County Management Association (ICMA). Because of our work with these groups, we know about dynamic trends and consequential developments in state and local government—and are equipped with leading practices to help the City best respond to them. Knowledge sharing with the City: At Baker Tilly, serving governments goes beyond delivering services—we also supply our clients with crucial thought leadership in the form of webinars, workshops, articles and our regular newsletter, CommuniTIES. Year-round consultation: Throughout our relationship, we will be available for routine calls and technical questions, connecting you with recommendations and ideas to address the inevitable operational issues that arise. We can also alert you to new opportunities for us to collaborate and create value for the City. Your team is ready to help you find solutions to overcome the obstacles that stand between you and your goals. We provide a full range of service offerings for state and local governments, including those listed below. OUR FULL RANGE OF KEY SERVICE OFFERINGS FOR STATE AND LOCAL GOVERNMENTS INCLUDES: Accounting services and assurance Housing and economic development Arbitrage/rebate regulatory compliance Human capital services Attestation services Investment services** Capital planning Organizational management advisory 3 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 City of Orange, CA November 5, 2025 Cybersecurity consulting Post-issuance compliance Economic development Public finance/bond issuance* Efficiency studies Process improvement Federal funding advisory Rate and user fee studies Financial management services Risk advisory and internal audit Financial reporting and GAAP services Strategic planning Services provided by Baker Tilly Municipal Advisors, LLC,a registered municipal advisor and controlled subsidiary of Baker Tilly Advisory Group,LP,a tax and advisory firm. Services provided by Baker Tilly Investment Services, a division of Baker Tilly Wealth Management,LLC, which is a registered investment advisor and controlled by Baker Tilly Advisory Group, LP. Demonstrating that we've been down this path before The experiences of our clients speak more to Baker Tilly's capabilities than any proposal ever could. That's why we encourage you to talk with our clients. Here are a few individuals who welcome the opportunity to share their Baker Tilly experience. Each will give you an authentic perspective as you consider your own needs. MURRIETA CITY COUNCIL WORKSHOP 2024 Name Kim Summers Title City Manager Phone 1 (951)461-6005 Email r\buniniersAMurrietaCA.gov Description Baker Tilly facilitated a priority-setting workshop for the Murrieta City Council, which also included a review of governance best practices. As part of the engagement, Baker Tilly interviewed each member of the City Council as well as the City Manager. The workshop enabled the City Councilmembers to better understand their role in setting the strategic direction for the organization. It also afforded an opportunity to priorities limited financial resources across numerous capital improvement projects and identify priority projects for the future. COTATI CITY COUNCIL WORKSHOP 2025 Name Damien O'Bid, Title City Manager Phone 1 (707) 792-4600 Email dobidcotaticity.org Description With two new City Councilmembers being recently elected to the City Council, and two of the remaining three Councilmembers having served no more than two-years on the Council, the City engaged Baker Tilly to conduct a City Council Teambuilding Workshop to provide Council a forum to get to know each other better in an effort to work more collaboratively together as a team. The workshop was designed to highlight Councilmember interests as well as provide a significant amount of engagement and interaction amongst Councilmembers. ALISO VIEJO CITY COUNCIL GOAL SETTING 2025 Name Mitzi Ortiz Title City Manager Phone 1 (949) 425-2506 Email rnortizna,AVCity.orq Description Baker Tilly facilitated a priority-setting workshop for the Aliso Viejo City Council, which also included a review of governance best practices. As part of the engagement, Baker 4 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 City of Orange, CA November 5, 2025 Tilly interviewed each member of the City Council as well as the City Manager. The workshop enabled the City Councilmembers to better understand their role in setting the strategic direction for the organization. It also afforded an opportunity to prioritize programs and projects with limited financial resources across the organization. Aligning key engagement team members with your goals Meet the project team we've assembled to achieve everything you envision. Selected intentionally for your goals and backed by our specialized resources, these individuals are collaborative and multidisciplinary. Their experience and passion for serving state and local government entities will make them relentless advocates on your behalf. ENGAGEMENT TEAM FOR THE CITY OF ORANGE Steve Mermell, Special Advisor y Role: Project manager/facilitator Steve has more than 30 years of local government experience, most recently as city manager of the City of Pasadena, California. His service also includes assistant city manager, finance director, and a variety of other management positions. Steve's broad experience covers virtually every aspect of municipal operations, making him well-suited to manage a variety of engagements and complex projects. He is a specialist in local government financial management and has developed and implemented strategies to address structural budget deficits. Steve has led successful drives to obtain voter approval for measures related to an increase in local sales tax, cannabis regulation and taxation, a special tax to support library operations, and continuation of annual transfers from the power utility fund to the city's general fund. As assistant city manager, Steve restructured the Pasadena Public Health Department and, as city manager, oversaw the response to the COVID-19 pandemic. Project role: Subject matter specialist Mary's broad range of local government experience including public information and community and employee engagement, budgeting and purchasing, managing agendas, administering state and federal grants, implementing special projects, managing economic development and business improvement districts, developing internal policies and procedures, leading interdepartmental teams, and providing research and project support for city councilmembers and executive staff. Before becoming a consultant, she held progressively responsible roles within the California city of Newport Beach. Bachelor's degree in strategic communications and a Master of Public Administration from National University. Graduate and former board member of Leadership Tomorrow Orange County Project Cost We will complete the plan of work described above for a fee of$17,000, which includes our travel expenses. 5 Docusign Envelope ID:FE6CE061-ACC4-42BE-BC03-23A27E677486 City of Orange, CA November 5, 2025 Conclusion We look forward to working with you, the Council, and your staff to facilitate this workshop. Please feel free to contact me if you have any questions. 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