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HomeMy WebLinkAboutCC 12 RALPH ANDERSON 07-02-90DATE: TO: FROM: June 26, 1990 William A. Huston, City Manager Administrative Services Department MNSENT CALENDAR N0. 12 7/2/90 Inter - Com SUBJECT: PROFESSIONAL SERVICES AGREEMENT WITH RALPH ANDERSEN AND ASSOCIATES RECOMMENDATION: Direct staff to execute attached agreement with Ralph Andersen and Associates. BACKGROUND: One of the terms of the agreement reached with the Tustin Police Officer's Association is that the City shall conduct a feasibility study of modified work schedules. The City distributed Requests for Proposal earlier in the year for such a study. Three firms responded and were interviewed. The interview committee consisted of the City Manager, Director of Administrative Services, and the Police Chief. It was the consensus of the staff that while all the firms were qualified, Ralph Andersen and Associates had the most specific, results - oriented proposal and demonstrated same in the interview. Subsequent reference checks provided information that Ralph Andersen and Associates have done similar studies with excellent and objective results. Ralph Andersen and Associates was slightly more expensive than the other two proposers; however, neither of the other two proposers had experience doing this particular type of study. The fee for the study is $28,000. The City attorney has reviewed the attached agreement and approved same. Royleen A. White, Director Community and Administrative Services RAW:kd Attachment: Professional Services Agreement RAW:RANDRSN.WP Ralph Andersen & Associates 1446 Ethan Way Suite 101 Sacramento, CA 95825 (916) 929-5575 PROFESSIONAL SERVICES AGREEMENT Ralph Andersen & Associates (Consultant) agrees to provide the services described herein to the City of Tustin Police Department (Department) in conducting an Analysis of Modified Work Schedules (Study) of the Department. 1. Study Initiation --The Consultant will conduct a series of meetings with individuals and groups from the Department and City to initiate the Study. These meetings will review the scope, objectives, and timing of the Study and will identify any points in need of clarification. The meetings will be as follows: a. City Manager and the Director of Community and Administrative Services b. Chief of Police c. Police Department Command Staff 2. Conduct Initial Data Collection --At the time of the initial meetings, the Consultant will provide a listing of information needs and review the list to confirm the specific data needs. The information will be reviewed with the project liaison, who would be designated by the Chief of Police. 3. Conduct Literature Search on Modified Work Schedules --The Consultant will conduct a general review of the literature to identify a representative sample of recent analysis of modified work schedules in police agencies. The literature search will focus upon analyses which relate to cost comparisons, absentee rates, job satisfaction, and the impact on training. Sacramento - Dallas - Newport Beach Professional Services Agreement City of Tustin Police Department Page 2 4. Conduct On -Site Data Collection --On-site data collection will require several specific tasks including various meetings and interviews with the Chief of Police, Division Commanders, and a sample of supervisors in the Department. During the course of conducting the meetings and interviews, the Consultant may identify and collect additional materials and documents relevant to the analysis of modified work schedules. 5. Prepare and Review an Interim Report --After completing the initial data collection, interviews, and literature search, and before conducting the detailed analysis, the Consultant will prepare an interim report. This will involve preparing documentation of the organization, services and delivery systems. As a part of the interim report, the Consultant _. will prepare specific definitions and examples of the major types of modified work schedules. A summary of the results of the literature search will be provided to report on the general nature and extent of analysis done by others. The Consultant will identify issues and directions based upon the results of the study conducted through this task. The Consultant will meet with the City Manager, Director of Community and Administrative Services and Chief of Police to review the interim report. 6. Conduct Detailed Analysis --The analysis will focus upon the identification of the Department's major service standards as detailed in the proposal. The purpose of the analysis is to provide a base from which to determine how these standards would be impacted by modified work schedules. The analysis will examine current deployment practices, operational controls, systems and procedures, workload, and productivity. The analysis will also focus on the organization structure of the Department including the administrative procedures and systems and operating policies. The comparative analysis will relate to a comparison of the current situation with modified work schedules. Additionally, the comparative analysis will Professional Services Agreement City of Tustin Police Department Page 3 indicate what, if any, service level deterioration will occur if modified work schedules are implemented without additional staff. 7. Prepare and Review a Draft Final Report --After completion of the detailed analysis the Consultant will prepare a draft final report. The report will be reviewed at one meeting with the City Manager, Director of Community and Administrative Services, and Chief of Police. 8. Conduct Follow Up Analysis --To the extent it may be required based on the review of the draft final report, this task will provide for the conduct of any needed additional analysis. 9. Prepare and Review a Final Report --The final report will include all of the information from the draft and, in addition, will include an executive summary. The Consultant will review the final report with the City Manager, Director of Community and Administrative Services, and Chief of Police. In addition, it may be appropriate to present the report to the members of the Command staff. The proposal prepared by Ralph Andersen & Associates dated May 23, 1990 is incorporated by reference. For the services rendered under this agreement and described above, the City of Tustin agrees to compensate Ralph Andersen & Associates the fixed amount of $27,850 for professional services and expenses. Expenses include such items as travel, printing and binding, postage and delivery, long-distance telephone calls, and clerical charges. Ralph Andersen & Associates will prepare and submit monthly billings to the City of Tustin. Payment by the City of Tustin is due upon receipt of the bill. Professional Services Agreement - City of Tustin Police Department Page 4 This agreement shall become effective upon execution by the City of Tustin and shall remain in force until the completion of the Study. The time required to complete the Study workplan is 90 days from the date of Task 1 of the workplan. City of Tustin M Ralph Andersen & Associates By: Date: Date: f e-�O A PROPOSAL TO CONDUCT AN ANALYSIS OF MODIFIED WORK SCHEDULES CITY OF TUSTIN POLICE DEPARTMENT Prepared By: RALPH ANDERSEN & ASSOCIATES 1446 Ethan Way Suite 101 Sacramento, California 95825 (916) 929-5575 May 23, 1990 Sacramento - Dallas - Newport Beach TABLE OF CONTENTS PAGE SECTION I --OUR UNDERSTANDING OF THE ASSIGNMENT 4 The Community and Police Department 4 Background and Objectives S Scope of Study 6 SECTION II --METHODOLOGIES 7 SECTION III --WORKPLAN 11 Participation 11 Task Descriptions 12 Workplan 12 Summary 18 SECTION IV --CORPORATE AND STAFF QUALIFICATIONS 19 Firm Overview 19 References 20 Project Organization and Management 21 SECTION V --TIMING AND COST 23 APPENDIX A --LONG BEACH POLICE DEPARTMENT STUDY EXECUTIVE SUMMARY A-1 APPENDIX B --PARTIAL LISTING OF PAST ORGANIZATION AND MANAGEMENT CLIENTS B-1 Our Underti dig of the Assignment SECTION I OUR UNDERSTANDING OF THE ASSIGNMENT This section of the proposal provides a brief discussion of the background, objectives, and scope of the Analysis of Modified Work Schedules in the Police Department. Ralph Andersen & Associates has had an opportunity to review the City's request for proposal and have not simply repeated the thorough information already supplied by the City. The information presented in this section is meant to confirm our understanding of the assignment and presents the foundation of the study approach contained in Section III of this proposal. THE COMMUNITY AND POLICE DEPARTMENT The City of Tustin is located in Orange County and has a current population of approximately 47,000. The continuing development of the Tustin Ranch Area is estimated to increase the City's population to more than 60,000. Currently, Tustin Ranch and other development is causing a surge in the City's growth. The City of Tustin operates with the Council -Manager form of government and provides a comprehensive range of municipal services to the community. Among those are law enforcement services provided by the Tustin Police Department. The Department has a current budget of $6.4 million and a total authorized staff of 109, including 58 sworn, 18 sworn management employees, and 33 civilians. The 58 sworn officers in the Department are members of the Tustin Police Officers' Association (TPOA) which represents their members in collective bargaining with the City. Pane I Our Understanding ,, e Assignment BACKGROUND AND OBJECTIVES In negotiating the current one-year agreement with the TPOA, the City agreed to conduct a study of modified work schedules in the Police Department. The issue of modified work schedules was a high priority for the TPOA during the most recent negotiations. In general, the TPOA was interested in implementing the modified work schedule (principally the 4-10 plan) while the City opposed the implementation on cost and operational grounds. The conflict between the TPOA and the City regarding the implementation of a modified work schedule is not uncommon. Employees typically desire the modified work schedule to reduce the number of days they spend on the job and, increasingly, can cite other comparable organizations that have implemented 4-10 plans or some other modified work schedule. In the case of the TPOA, they were able to cite the nine neighboring cities used to compare salaries. The City's response to the modified work schedule approach was based upon an analysis by the Police Department management that indicated it would be significantly more costly (personnel and equipment) than the current work schedule. By agreeing to study the issue, both the TPOA and the City have indicated their desire to have a comprehensive factual data base upon which to discuss the issue in the future. In developing its request for proposal, the City identified or implied several objectives for the analysis of modified work schedules in the Police Department. Those objectives are to: • Identify and document service demands, service level standards, service and cost relationships, and organizational structure%services • Document, analyze, and assess the Department's current staff deployment practices • Prepare a factual base for the comparative analysis of current work schedules with modified work schedules focusing on the 4-10 and 9-80 plans • Conduct a literature search to identify comparative analysis done by others (such as POST) relating to modified work schedules • Identify and analyze secondary issues of modified work schedules such as the impact on training, equipment, supervision and management, overtime use, incidence of injuries on duty, recruitment and retention, and related matters • Identify and analyze technical issues created by modified work schedules, including leave accumulations, holiday pay calculations, and related matters Prepare a comprehensive comparative analysis of the current work schedule with alternative modified work schedules, including a comparison of such "� Page 2 I Our Under., ,ing of [lie Assignment ■ factors as productivity, cost per unit fielded, total units fielded, service demand/staffing patterns, and related matters • Document the results of the analysis in a comprehensive written report delivered to the City no later than October 1, 1990. It is understood that the objectives of the study include the use of a project management system that ensures timely communications with the City, the provision of periodic status reports, and completion of the engagement on time. SCOPE OF STUDY The scope of the analysis of modified work schedules is intended to be com- prehensive. The issues analyzed will be clearly identified and documented; all analysis will be documented, including the use of comparative analysis techniques (alternative work schedules and staffing requirements, cost analysis, service delivery practices, performance, etc.); and a comprehensive, written report will be delivered to the City to document the entire study process and analyses. We understand the broad scope of the analysis and have prepared study methodologies and a workplan that incorporates this scope of study. Page 3 Page 4 Afethodol rics SECTION II METHODOLOGIES This section of the proposal contains a brief description of the methodologies that will be used in conducting the analysis of modified work schedules for the Police Department. Each methodology is described below. • Detailed Data Collection --The analysis workplan described in Section III of this proposal requires extensive data collection activities. That data collection will include both records and documents and personal interviews. Prior to conducting the initial meetings to initiate the project, the consultants will provide the City's Director of Community and Administrative Services and Police Chief with a detailed list of records and documents required for subsequent review and analysis. This list of records and documents is anticipated to be extensive (see Section III, Workplan) and will provide much of the initial basis for analysis. In addition, the consultants will conduct personal interviews to gain additional insight into the study background, to collect additional information, and to help place the operation of the Police Department into perspective. These personal interviews will include the City Manager, Director of Community and Administrative Services, Police Chief, Police Department Command staff, and a sample of first-line supervisors in the Department. Literature Seanrh--Several law enforcement -related and many police agencies in California have conducted analysis and case studies of modified work schedules. The consultants will conduct a search of the literature on this subject and conduct an assessment of the results of the analysis reported. The City should be aware that the analysis of modified work schedules has been conducted for the past ten or more years in California. It is fair to interpret the results of much of the analysis as indicating that modified work schedules are employee benefits and provide few or no long-lasting operational benefits for the police agency. Because these conclusions are well-known in law enforcement, the literature search conducted as a part of this study is not intended to be exhaustive. Rather, it will be a sampling of analysis of modified work Page 5 Methodologies schedules and will include a summary of the results of the sample analysis. Standards ldenti kation and Ana_ sis--The Department's service standards will be identified and documented to help provide the basis for the comparative analysis of modified work schedules. Standards such as response times to calls for service by priority will be identified and documented by referring to records and documents and in discussions with Department staff. The purpose of identifying the Department's service standards is to enable the comparison of those standards with the current work schedule and the modified work schedule. This analysis will enable the consultants to estimate the impact of alternative work schedules on the Department's current service standards. Management and Operations Analysis --The focus of the management and operations analysis will be upon the documentation of current resource deployment practices. This will include examining patrol workload by time of day and day of week and reviewing current staff deployment practices. In addition, this methodology will include an identification and analysis of training, equipment needs, and related matters. • Organization Analysis --This analysis methodology will consider overall organization structure, reporting relationships, chain of command, spans of control, supervision, direction, and communication. The purpose of this analysis is to document the existing situation in the Department. Having done so, any changes made necessary by modified work schedules can be clearly identified and evaluated. Administrative and Policy Analysis --To some extent, administrative procedures and policies drive the allocation and use of resources in the Department. The methodology used for administrative and policy analysis will be to identify and document important factors affected by work schedules. These may include such factors as time -off provisions, the use of special units, call priority designations, leave provisions and use, and related matters. • Comparative Analysis --The general scope of the analysis of modified work schedules in the Police Department demands the use of comparative analysis techniques. In general, the comparative analysis will be used to clearly show the differences between modified work schedules and the current work schedule. These differences will be identified and documented in terms of response times, total staffing requirements by function, equipment, and cost of providing services. In addition, estimates will be made and compared to the current situation with regard to overtime use for court time, time -off provisions, and training. The comparative analysis will be the primary methodology used in providing answers to the central question of the study; what (if any) Are the Methodologies financial and operational costs to the City of implementing a modified work schedule in the Police Department? All of the methodologies described here have been integrated into the workplan described in Section III of this proposal. Page 7 Page 8 Workplan SECTION III WORKPLAN This section describes the workplan which has been developed to conduct the analysis of modified work schedules for the Tustin Police Department. More specifically, this section contains the following: An overview of the City staff participation in the study process A brief description of the approach used in the task descriptions The workplan consisting of a series of specific steps in the study process. PARTICIPATION The workplan provides for participation by City and Police Department officials and staff. More particularly, we anticipate the following participation: City Manager --We have assumed the City Manager will be involved in the study and expect to provide him with detailed briefings at key points in the study process. In addition, the consultants will meet with the City Manager at the start of the study to review the background and to identify any specific interests or concerns. All draft and final reports will be presented to the City Manager. Director of Community and Administrative .Services --We have assumed that Ms. White will serve as the City's project coordinator for the study. The consultants will coordinate all aspects of the study with the project coordinator, including conducting briefing sessions, product review meetings, and providing the project coordinator with periodic, written status reports. • Chief Police --The consultants will meet with the Chief of Police at the beginning of the study, meet to review and confirm operational - information during the course of the study, and review draft reports (with the Director of Community and Administrative Services). Page 9 Workplan • Command Staff --At the beginning of the study the consultants will meet with the members of the Police Department command staff to review the workplan and discuss the study objectives. Subsequently, each of the members of the command staff will be interviewed by the consultants to identify potential operational impacts of modified work schedules. • Supervisors --The consultants will meet with a sample of the Department's field supervisors to discuss the potential impact of modified work schedules from an operation viewpoint. Police Department Project Liaison --We recommend the Chief of Police name a member of his support staff to serve as the project liaison to the consultants. The role of the project liaison will include coordinating the assembly of records and documents requested by the consultants and arranging meeting and interview schedules. TASK DESCRIPTIONS The task descriptions included in the suggested workplan are generally listed sequentially although some tasks will be conducted concurrently. The task descriptions are brief but designed to convey specifically what will be done, how it will be done (in conjunction with the description of methodologies), and why it will be done. WORKPLAN The following describes the tasks and sub -tasks necessary to complete the analysis of modified work schedules in the Tustin Police Department. Task 1 --Study Initiation The analysis of modified work schedules will be initiated with a series of meetings, each of which are described below: Task 1.1 --Meet With The City Manager And The Director Of Community And Administrative Services --As the first step in the study, the consultants will meet with the City Manager and Director of Community and Administrative Services. The purpose of this meeting is to review and confirm the study objectives and scope and to review the workplan and timing. In addition, the consultants will use this meeting to discuss the background of the study in detail. Doing so Page 10 Workplan will assist the consultants in placing the analysis of modified work schedules into perspective. It has been assumed that the Director will serve as the City's project coordinator, and the consultants will use this meeting to discuss the specific timing and format of project status reports. Task 1.2 --Meet With The Chief Of Police --The consultants will meet with the Chief of Police to review the study objectives, scope, workplan, and timing. In addition, the consultants will use this meeting to begin discussions regarding the organization and services of the Department and to review the potential impact of modified work schedules on service delivery practices. Also, the consultants will review the results of the internal analysis of the modified work schedules that have been previously conducted by the Department's management staff. Task 1.3 --Meet With The Police Department Command Staff --With the Chief of Police in attendance, the consultants will meet with the members of the Chief's command staff (division heads). The purpose of this meeting is to review the study objectives, scope, workplan, and timing. This meeting will also serve as an introduction for the consultants who, in subsequent tasks, will be conducting more detailed meetings with the command staff to help develop an understanding of the current service demands facing each unit of the Department. Task 2 --Conduct Initial Data Collection The consultants will identify and collect a wide variety of information about the Tustin Police Department. This information will be used throughout the study and will be identified early in the process. Task 2.1 --Prepare A Detailed List Of Data Needs --Immediately upon being selected to conduct the study, the consultants will prepare a detailed data collection checklist. This list will be prepared so that it is available for the review meetings described .in Task 1. Among the information that will be included in the checklist are the following: • Department mission statements • Department annual reports for the past five years • City budgets for the past five years • Organization charts • Personnel statistics for the past three years • Current work schedules and shift assignments • Beat maps • Call for service and related data for five years • Investigative caseload data for five years • Response time data for five years • Call priority designation information Page I1 Workplan City demographic data and growth forecasts Internal reports on modified work schedules Overtime expense records for three years • Current position classification and compensation plans • Current MOU's General and special orders and SOP's Staff/personnel utilization reports Current management reports (monthly or quarterly) • Annual training calendar • Listing of vehicles and equipment • Workers' Compensation data for three years. Task 2.2 --Review- Data Needs With The Proiect Liaison --It has been assumed that the Chief of Police would designate a member of his staff to serve as project liaison to the consultants. This individual will serve as the focal point for the assembly of documents and will schedule meetings with Department staff. The consultants will review the data needs list with the project liaison to make sure there are no misunderstandings of the nature of the information desired by the consultants. - Task 2.3 --Conduct Initial Information Review --After collecting all of the information described in the preceding tasks, the consultants will review it to gain an initial understanding of the organization and operations of the Tustin Police Department. This information will be used by the consultants as background in conducting the on-site data collection described in Task 4. Task 3 --Conduct Literature Search On Modified Work Schedules --A great deal of information currently exists on modified work schedules in police departments. This information includes studies conducted by other police departments and studies conducted by law enforcement resource groups such as POST. The consultants will conduct a general review of the literature to identify a representative sample of recent analysis of modified work schedules in police agencies. The literature search will focus upon analyses which relate to cost comparisons, absentee rates, job satisfaction, and the impact on training. Task 4 --Conduct On -Site Data Collection On-site data collection will require several specific sub -tasks, each of which are described below. Task 4.1 --Schedule On -Site Data Collection --Coordinating with the Department's project liaison, the consultants will schedule meetings with the Chief of Police, Division Commanders, and a sample of supervisors in the Department. These meetings will typically take from one-half to one and one-half hours, depending upon the Page 12 Workplan organizational level of the person being interviewed. The purpose of the meetings is to assist in gaining an understanding of the organiza- tion and operations of the Department and the potential impact on those operations of modified work schedules. In addition to meeting with Police Department staff, the consultants will meet with a member of the City's finance and personnel staff, if necessary, to gain information regarding such matters as overtime use. Task 4.2 --Conduct interviews --The interviews and meetings will be conducted as described in Task 4.1. In addition to discussing specific items of interest about the Department's operations, the consultants will, as appropriate, make direct observations of activities such as records and dispatch and tour the Department's facilities. Task 4.3 --Identify And Collect Additional Data --During the course of conducting the meetings and interviews, the consultants may identify and collect additional materials and documents relevant to the analysis of modified work schedules. Task 5 --Prepare And Review An interim Report After completing the initial data collection, interviews, and literature search, and before conducting the detailed analysis, the consultants will prepare an interim report. The purpose of the report is to provide the City Manager, Director of Community and Administrative Services, and Chief of Police with an early opportunity to review the status of the study and to discuss the specific issues and directions for the balance of the study. The sub -tasks required for the preparation and review of the interim report are described below. Task 5.1 --Prepare Documentation Of The Organization, Services, And Service Delivery Systems --To provide a factual basis for the subsequent detailed analysis of modified work schedules, the consultants will document the current organization, resources, resource deployment, and management of the Department. Using the data collected to this point, the results of the interviews, and any direct observations, the consultants will prepare an overview profile of the Department and each of its major organization units. The service delivery methods and systems of the Department will be included as a part of this profile. Task 5.2 --Prepare An Explanation Of Modified Work Schedule Concepts --It is important that the specific modified work schedule concepts which are the subject of this analysis be clearly defined early in the study process. As a part of the interim report, the consultants will prepare specific definitions and examples of the major types of modified work schedules. Page 13 Workplan Task 5.3 --Prepare A Summary Of The Results Of The Literature Search --A summary of the results of the literature search will be prepared and included in the interim report. While the literature search is not intended to be exhaustive nor this summary extensive, it will be prepared in a manner that reports on the consistent findings of the analysis of modified work schedules in police departments. The intent of the summary of the results of the literature search is to report on the general nature and extent of analysis done by others and their significant findings. Task 5.4 --Identify Issues And Directions --To help assure that the detailed analysis to be conducted in a subsequent task is properly focused, the consultants will identify issues and directions based upon the results of the study to this point. The issues identified are expected to be those that relate most directly to the Department's organization and service delivery methods and how they may be impacted by a modified work schedule. The directions identified will focus upon the remaining analysis and are intended to indicate the expected results from the detailed analysis. Task 5.5 --Review The Interim Report --The consultants will meet with the City Manager, Director of Community and Administrative Services and Chief of Police to review the interim report. The purpose of the review will be to confirm the consultant's understanding of the current organization and operation of the Department, to review the major alternative work schedules, and to review the results of the literature search. In addition, this meeting will be used to discuss the direction and timing of the balance of the study. Task 6 --Conduct Detailed Analysis The analysis task is the major part of the Analysis of Modified Work Schedules in the Tustin Police Department. It will require the following specific analysis sub -tasks: Task 6.1 --Standards Identification Analysis --This sub -task will focus upon the identification of the Department's major service standards such as response time for calls for service by priority, minimum staffing requirements, and all other major service delivery standards. In addition to identifying the Department's standards, its current performance will also be identified. The purpose of the analysis is to provide a base from which to determine how these standards would be impacted by modified work schedules. Task 6.2 --Management And Operations Analysis --This analysis will examine current deployment practices, operational controls, systems and procedures, workload, and productivity. The analysis will relate Page 14 IVorkplan to the current situation and will also identify any impacts caused by modified work schedules, especially the 4-10 and 9-80 plans. Task 6.3 --Organization Analysis --This analysis will focus on the organization structure of the Department and its divisions and sections to identify what, if any, impact would result from modified work schedules. It will also analyze the potential difficulties created by sworn officers working modified work schedules while managers, supervisors, and civilians work a standard 5-8 schedule. Task 6.4 --Administrative And Policy Analysis --The focus of this analysis will be on the Department's administrative procedures and systems and operating policies. The purpose of the analysis is to identify which existing administrative procedures and policies will be affected by modified work schedules. Task 6.5 --Comparative Analysis --The comparative analysis is the part of the study which will identify the specific costs and impacts associated with modified work schedules. All of the analysis will relate to a comparison of the current situation (5-8 schedule) with modified work schedules, principally the 4-10 and 9-80 plans. This analysis will, for example, identify how many additional patrol officers are required by a modified work schedule, what the cost will be, and how the Department's organization and operations may be affected. In addition, the comparative analysis will indicate what, if any, service level deterioration will occur if modified work schedules are implemented without additional staff. These service level deteriora- tions will be expressed in terms of response time and similar measures of performance. Task 7 --Prepare And Review A Draft Final Report After completion of the detailed analysis the consultants will prepare a draft final report. The sub -tasks involved in this effort are described below: Task 7.1 --Prepare A Draft Final Report --The consultants will prepare a draft final report which will include the following: • Appropriate introductory material, including a description of the study process and objectives The profile of the Department prepared cis a part of the interim report The results of the literature search • Documentation of modified work schedule concepts Page 15 Workplan • The results of the detailed analysis expressed as findings and observations with documentation supporting those findings and observations • Recommendations as may be appropriate. Task 7.2 --Review The Dram Final Report --The consultants will review the draft final report at one meeting with the City Manager, Director of Community and Administrative Services, and Chief of Police. Task 8 --Conduct Follow Up Analysis To the extent it may be required based on the review of the draft final report, this task will provide for the conduct of any needed additional analysis. Task 9 --Prepare And Review A Final Report Based upon the review of the draft and supplemented by any needed follow up analysis, the consultants will prepare a final report. The final report will include all of the information from the draft and, in addition, will include an executive summary. The consultants will review the final report with the City Manager, Director of Community and Administrative Services, and Chief of Police. In addition, it may be appropriate to present the report to the members of the Command staff. SUMMARY The workplan designed for the analysis of modified work schedules for the Tustin Police Department is meant to be comprehensive and to specifically identify the financial, operational, and policy costs associated with modified work schedules. Further, the workplan is intended to result in a detailed and thoroughly documented report in recognition of the events giving rise to the study and the fact that the report will be provided to the Tustin Police Officers' Association by the City. Pagel Corporate Stuff Qualifications SECTION IV CORPORATE AND STAFF QUALIFICATIONS This section provides an overview of the corporate and staff qualifications of Ralph Andersen & Associates to assist the City of Tustin in conducting an analysis of modified work schedules in the Police Department. The section contains: • An overview of the services and experience of the finn • References • Project organization and management • Project staff qualifications. FIRM OVERVIEW Ralph Andersen & Associates was formed in 1972 and has provided a wide range of consulting services to cities, other local governments, and to the private sector since that time. The firm is based in Sacramento and has additional offices in Newport Beach and Dallas. The firm provides services in the following areas: • Organization and management analysis • Personnel management and systeins development • Financial management and analysis • Executive search • Staff training and development. The management consulting practice of Ralph Andersen & Associates is oriented primarily to local government. Although focused in California and the Western United States, the firm's practice is national in scope. Current local government clients are located in Arizona, California, Colorado, Florida, Illinois, New Mexico, North Carolina, Oklahoma, Oregon, Texas, Washington, and Wyoming. gage 1 i Corporate and Staff Q atioris The local government management consulting practice of Ralph Andersen & Associates is characterized by the provision of practical services based upon the comprehensive understanding of local government by experienced consultants. The senior staff of the firm are experienced managers and analysts who have worked directly in local government and who have extensive local government consulting experience. We know local government. REFERENCES The references listed below are representative of the recent consulting engage- ments undertaken by Ralph Andersen & Associates in law enforcement. • Cj& of Long Beach. Calt ornia--Qnerational Staffin�quiremertts Evaluation of the Police Department --This assignment involved a comprehensive analysis of the use of existing resources, current and future service needs, and the identification of opportunities to improve efficiency and effectiveness. This engagement involved the analysis of issues involving major points of contention in labor-management relations. Appendix A to this proposal is the executive surrunary of the final report and is provided to illustrate the product quality of the services of Ralph Andersen & Associates. Contact: Mr. Jim Hankh4 City Manager, (213) 590-6812 City of Arlington. Texas --Police Department Resource Utilization Analvsis-- This assignment involved a comprehensive analysis of the organization, workload, staffing, and operations of the 500 -person police department in the Dallas -Fort Worth Metroplex. The results of the assignment included increased civilianization, beat redesign, redeployment of sworn officers, and the savings of $4 million over a two-year period. Contact: Mr. Bill Kirchhoff City Manager, (817) 459-6101. City of Roseville California--Anulysis of Workload Stang, and Scheduling Practices .in Selected Units of .the Police Department --This engagement included the analysis of workload, staffing, and scheduling practices in the investigations, communications, records, property/evidence, jai4 and administrative sections of the Police Department. Contact: Chief Greg Coward Chief of Polio (916) 781-0100. Cily of f Commerce City, Colorruio--Organization and Performance Review of the Police Department --This assignment was prompted by a significant morale problem in the Department. The analysis included conducting a comprehensive organization climate assessment, organization and staffing review, and identifying operational problems and solutions. Contact: Mr. Steve Crowel4 City Manager, (303) 289-3627. Page 18 Corporate . Staff Qualifications Qy of Costa Mesa; Caliirnia--Clrganization and Management Review of the Police Department --Ralph Andersen & Associates conducted two assignments for the Costa Mesa Police Department. The first was an organization and management review of the Department with a special focus on overall organization structure and an analysis of workload and staffing for all units including patrol, investigations, administration, and special services. The second assignment involved the development of a computerized system (Police Services Impact Model--PSIM) to forecast calls for service and police staffing needs resulting from the development of different land uses in the City. Contact: Chief David Snowden, Chief of Polio (714) 754-5223 Ralph Andersen & Associates has conducted a large number of other consulting assignments involving police departments and other law enforcement agencies. Those described above are representative of the types of projects conducted by the firm. We would urge you to contact these past clients to gain further information on the quality of service provided by Ralph Andersen & Associates. PROTECT ORGANIZATION AND MANAGEMENT Because of the sensitive nature of this assignment and the need for the consultants to have a comprehensive understanding of police department operations and labor relations, the consultant team will include our most experienced staff. Although some routine data analysis and the literature search may be assigned to others on our staff, the principal consultants will be Mr. Clay Brown, President/CEO of Ralph Andersen & Associates, and Dr. Roland C. Dart III, DPA, Special Consultant with Ralph Andersen & Associates. Mr. Brown will serve as project manager and lead consultant on the assignment. He will be responsible for all aspects of the assignment, including client com- munications, schedule and quality control, and report preparation and presentation. Dr. Dart will serve as principal consultant on the assignment and work closely with Mr. Brown on all aspects of the analysis. To the extent it may be necessary, Mr. Brown and Dr. Dart will be assisted by other members of the firm's staff. It is anticipated that such assistance will involve routine data analysis and conducting the literature search. The consultant team of Clay Brown and Roland Dart have worked together extensively in the past including the recent police department analysis assignments conducted for Long Beach and Arlington. Brief summaries of their professional experience is provided below. • Clay Brown is President/CED of Ralph Andersen & Associates and its principal shareholder. He has more than twenty years of experience in local Page 19 Corporate and Staff 0 rations government management and consulting including the past ten years with Ralph Andersen & Associates. Mr. Brown is active in all areas of the firm's services with a particular focus on organization and management assign- ments. On recent studies involving police departments, he served as project manager and lead consultant on the study of the Long Beach Police Department. He had the same role in the Arlington Police Department study and also conducted the analysis of the Costa Mesa and Roseville Police Departments. Prior to joining Ralph Andersen & Associates in 1980, lie served in a variety of positions with the Cities of Austin, Texas; Phoenix, Arizona; and Palo Alto and Pleasanton, California. In Palo Alto lie served as Deputy City Manager and Budget Director and was responsible for costing labor agreements. As City Manager in Pleasanton, lie negotiated all labor agreements, including those with the police officer's bargaining unit. Mr. Brown received his Bachelor's Degree in Public Administration from the University of North Dakota and his Master's Degree from the University of Texas at Austin. Dr. Roland G Dart III, DPA, is a Special Consultant with Ralph Andersen & Associates and an Associate Professor at California State University, Sacramento. Dr. Dart has served as a special consultant with Ralph Andersen & Associates for the past three years and has been a member of the firm's consulting teams for the Long Beach and Arlington police studies. In addition, he has been a member of consulting teams on studies in the Alameda, Belmont, Sacramento and San Carlos Police Departments. Prior to becoming an Associate Professor at California State University, Sacramento, Dr. Dart served as Chief of Police in Vallejo for more than ten years. He also served as Superintendent of Law Enforcement for the Navajo Indian Nation; Chief of Police in Lafayette, Louisiana; Assistant Director of Field Services for the IA CP; and as a Deputy Sheriff and Sergeant for the Sacramento County Sheriff's Department. Dr. Dart is a graduate of the first class at the POST Command College and holds the Bachelor's and Master's Degrees from California State University, Sacramento. He also holds the Master and Doctor of Public Administration Degrees from the University of Southern California. Page 20