HomeMy WebLinkAbout01-23-17 CC Mtg - C5. PSA with CPS HR Consulting for RecruitmentCommission Memorandum
REPORT TO: Honorable Mayor and City Commission
FROM: Bethany Jorgenson, Human Resources Manager
SUBJECT: Approve Professional Services Agreement between City of Bozeman and
CPS HR Consulting
MEETING DATE: January 23, 2017
AGENDA ITEM TYPE: Consent
RECOMMENDATION: City Commission approves the Professional Services Agreement
and Scope of Services between the City of Bozeman and CPS HR Consulting.
BACKGROUND: As a result of an organization restructure, the City needs to hire a Finance
Director. We would like to move forward with CPS HR Consulting, a professional recruitment
firm, to provide services to help the City fill this position with a qualified candidate in a timely
manner.
UNRESOLVED ISSUES: No unresolved issues.
ALTERNATIVES: As suggested by the City Commission
FISCAL EFFECTS: This recruitment will have a fiscal effect of approximately $18,000, which
will be charged to Finance.
Attached Documents: Professional Services Agreement
Scope of Services
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PROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT is made and entered into this 23rd
day of January, 2017, by and between
the CITY OF BOZEMAN, MONTANA, a self-governing municipal corporation organized and
existing under its Charter and the laws of the State of Montana, 121 North Rouse Street, Bozeman,
Montana, with a mailing address of PO Box 1230, Bozeman, MT 59771, hereinafter referred to as
“City,” and CPS HR Consulting, with offices located at 241 Lathrop Way, Sacramento, California
95815, hereinafter referred to as “Contractor.”
In consideration of the mutual covenants and agreements herein contained, the receipt and
sufficiency whereof being hereby acknowledged, the parties hereto agree as follows:
1. Purpose: City agrees to enter this Agreement with Contractor to perform for City
services described in the Scope of Services attached hereto as Attachment “A” and by this reference
made a part hereof.
2. Term/Effective Date: This Agreement is effective upon the date of its execution and
will terminate pursuant to Sections 8 or 9, upon successful placement of a Finance Director. In no
case shall this agreement be effective beyond June 30, 2017, unless agreed to by the parties pursuant
to Section 16.
3. Scope of Work: Contractor will perform the work and provide the partial recruitment
services in accordance with the letter dated December 22, 2016, to Bethany Jorgenson from Melissa
Asher, Senior Practice Leader, Products and Services (the “Scope of Services”). For conflicts between
this Agreement and the Scope of Services, unless specifically provided otherwise, the Agreement
governs.
4. Payment: City agrees to pay Contractor the amount specified in the Scope of
Services. Any alteration or deviation from the described services that involves additional costs above
the Agreement amount will be performed by Contractor after written request by the City, and will
become an additional charge over and above the amount listed in the Scope of Services. The City
must agree in writing upon any additional charges.
5. Contractor’s Representations: To induce City to enter into this Agreement,
Contractor makes the following representations:
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a. Contractor has familiarized itself with the nature and extent of this Agreement, the
Scope of Services, and with all local conditions and federal, state and local laws, ordinances, rules,
and regulations that in any manner may affect cost, progress or performance of the Scope of Services.
b. Contractor represents and warrants to City that it has the experience and ability to
perform the services required by this Agreement; that it will perform said services in a professional,
competent and timely manner and with diligence and skill; that it has the power to enter into and
perform this Agreement and grant the rights granted in it; and that its performance of this Agreement
shall not infringe upon or violate the rights of any third party, whether rights of copyright, trademark,
privacy, publicity, libel, slander or any other rights of any nature whatsoever, or violate any federal,
state and municipal laws. The City will not determine or exercise control as to general procedures or
formats necessary to have these services meet this warranty.
6. Independent Contractor Status/Labor Relations: The parties agree that Contractor
is an independent contractor for purposes of this Agreement and is not to be considered an employee
of the City for any purpose. Contractor is not subject to the terms and provisions of the City’s
personnel policies handbook and may not be considered a City employee for workers’ compensation
or any other purpose. Contractor is not authorized to represent the City or otherwise bind the City in
any dealings between Contractor and any third parties.
Contractor shall comply with the applicable requirements of the Workers’ Compensation Act,
Title 39, Chapter 71, MCA, and the Occupational Disease Act of Montana, Title 39, Chapter 71,
MCA. Contractor shall maintain workers’ compensation coverage for all members and employees of
Contractor’s business, except for those members who are exempted by law.
Contractor shall indemnify, defend, and hold the City harmless from any and all claims,
demands, costs, expenses, damages, and liabilities arising out of, resulting from, or occurring in
connection with any labor problems or disputes or any delays or stoppages of work associated with
such problems or disputes and for any claims regarding underpaid prevailing wages.
7. Indemnity/Waiver of Claims/Insurance: For other than professional services
rendered, to the fullest extent permitted by law, Contractor agrees to release, defend, indemnify, and
hold harmless the City, its agents, representatives, employees, and officers (collectively referred to
for purposes of this Section as the City) from and against any and all claims, demands, actions, fees
and costs (including attorney’s fees and the costs and fees of and expert witness and consultants),
losses, expenses, liabilities (including liability where activity is inherently or intrinsically dangerous)
or damages of whatever kind or nature connected therewith and without limit and without regard to
the cause or causes thereof or the negligence of any party or parties that may be asserted against,
recovered from or suffered by the City occasioned by, growing or arising out of or resulting from or
in any way related to: (i) the negligent, reckless, or intentional misconduct of the Contractor; (ii) or
the any negligent, reckless, or intentional misconduct of any of the Contractor’s agents.
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For the professional services rendered, to the fullest extent permitted by law, Contractor
agrees to indemnify and hold the City harmless against claims, demands, suits, damages, losses, and
expenses, including reasonable defense attorney fees, to the extent caused by the negligence or willful
misconduct of the Contractor or Contractor’s agents or employees.
Such obligations shall not be construed to negate, abridge, or reduce other rights or obligations
of indemnity that would otherwise exist. The indemnification obligations of this Section must not be
construed to negate, abridge, or reduce any common-law or statutory rights of the indemnitee(s)
which would otherwise exist as to such indemnitee(s).
Contractor’s indemnity under this Section shall be without regard to and without any right to
contribution from any insurance maintained by City.
Should any indemnitee described herein be required to bring an action against the Contractor
to assert its right to defense or indemnification under this Agreement or under the Contractor’s
applicable insurance policies required below the indemnitee shall be entitled to recover reasonable
costs and attorney fees incurred in asserting its right to indemnification or defense but only if a court
of competent jurisdiction determines the Contractor was obligated to defend the claim(s) or was
obligated to indemnify the indemnitee for a claim(s) or any portion(s) thereof.
In the event of an action filed against City resulting from the City’s performance under this
Agreement, the City may elect to represent itself and incur all costs and expenses of suit.
Contractor also waives any and all claims and recourse against the City or its officers, agents
or employees, including the right of contribution for loss or damage to person or property arising
from, growing out of, or in any way connected with or incident to the performance of this Agreement
except “responsibility for his own fraud, for willful injury to the person or property of another, or for
violation of law, whether willful or negligent” as per 28-2-702, MCA.
These obligations shall survive termination of this Agreement and the services performed
hereunder.
In addition to and independent from the above, Contractor shall at Contractor’s expense secure
insurance coverage through an insurance company or companies duly licensed and authorized to
conduct insurance business in Montana which insures the liabilities and obligations specifically
assumed by the Contractor in this Section. The insurance coverage shall not contain any exclusion
for liabilities specifically assumed by the Contractor in subsection (a) of this Section.
The insurance shall cover and apply to all claims, demands, suits, damages, losses, and
expenses that may be asserted or claimed against, recovered from, or suffered by the City without
limit and without regard to the cause therefore and which is acceptable to the City and Contractor
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shall furnish to the City an accompanying certificate of insurance and accompanying endorsements
in amounts not less than as follows:
• Workers’ Compensation – statutory;
• Commercial General Liability - $1,000,000 per occurrence; $2,000,000 annual
aggregate;
• Automobile Liability - $1,000,000 property damage/bodily injury; $2,000,000 annual
aggregate; and
• Professional Liability - $1,000,000 per claim; $2,000,000 annual aggregate.
The above amounts shall be exclusive of defense costs. The City of Bozeman, its officers,
agents, and employees, shall be endorsed as an additional or named insured on a primary non-
contributory basis on both the Commercial General and Automobile Liability policies. The insurance
and required endorsements must be in a form suitable to City and shall include no less than a thirty
(30) day notice of cancellation or non-renewal. The City must approve all insurance coverage and
endorsements prior to the Contractor commencing work. Contractor shall notify City within two (2)
business days of Contractor’s receipt of notice that any required insurance coverage will be terminated
or Contractor’s decision to terminate any required insurance coverage for any reason.
The City must approve all insurance coverage and endorsements prior to the Contractor
commencing work.
8. Termination for Contractor’s Fault:
a. If Contractor refuses or fails to timely do the work, or any part thereof, or fails
to perform any of its obligations under this Agreement, or otherwise breaches any terms or
conditions of this Agreement, the City may, by written notice, terminate this Agreement and
the Contractor’s right to proceed with all or any part of the work (“Termination Notice Due
to Contractor’s Fault”). The City may then take over the work and complete it, either with its
own resources or by re-letting the contract to any other third party.
b. In the event of a termination pursuant to this Section 8, Contractor shall be
entitled to payment only for those services Contractor actually rendered.
c. Any termination provided for by this Section 8 shall be in addition to any other
remedies to which the City may be entitled under the law or at equity.
d. In the event of termination under this Section 8, Contractor shall, under no
circumstances, be entitled to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature arising, or claimed to have arisen, as a result of the termination.
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9. Termination for City’s Convenience:
a. Should conditions arise which, in the sole opinion and discretion of the City,
make it advisable to the City to cease performance under this Agreement City may terminate
this Agreement by written notice to Contractor (“Notice of Termination for City’s
Convenience”). The termination shall be effective in the manner specified in the Notice of
Termination for City’s Convenience and shall be without prejudice to any claims that the City
may otherwise have against Contractor.
b. Upon receipt of the Notice of Termination for City’s Convenience, unless
otherwise directed in the Notice, the Contractor shall immediately cease performance under
this Agreement and make every reasonable effort to refrain from continuing work, incurring
additional expenses or costs under this Agreement and shall immediately cancel all existing
orders or contracts upon terms satisfactory to the City. Contractor shall do only such work as
may be necessary to preserve, protect, and maintain work already completed or immediately
in progress.
c. In the event of a termination pursuant to this Section 13, Contractor is entitled
to payment only for those services Contractor actually rendered on or before the receipt of the
Notice of Termination for City’s Convenience.
d. The compensation described in Section 13(c) is the sole compensation due to
Contractor for its performance of this Agreement. Contractor shall, under no circumstances,
be entitled to claim or recover consequential, special, punitive, lost business opportunity, lost
productivity, field office overhead, general conditions costs, or lost profits damages of any
nature arising, or claimed to have arisen, as a result of the termination.
10. Limitation on Contractor’s Damages; Time for Asserting Claim:
a. In the event of a claim for damages by Contractor under this Agreement,
Contractor’s damages shall be limited to contract damages and Contractor hereby expressly
waives any right to claim or recover consequential, special, punitive, lost business
opportunity, lost productivity, field office overhead, general conditions costs, or lost profits
damages of any nature or kind.
b. In the event Contractor wants to assert a claim for damages of any kind or
nature, Contractor shall provide City with written notice of its claim, the facts and
circumstances surrounding and giving rise to the claim, and the total amount of damages
sought by the claim, within ten (10) days of the facts and circumstances giving rise to the
claim. In the event Contractor fails to provide such notice, Contractor shall waive all rights
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to assert such claim.
11. Representatives:
a. City’s Representative: The City’s Representative for the purpose of this
Agreement shall be Bethany Jorgenson, Human Resources Manager, or such other individual
as City shall designate in writing. Whenever approval or authorization from or
communication or submission to City is required by this Agreement, such communication or
submission shall be directed to Bethany Jorgenson as the City’s Representative and approvals
or authorizations shall be issued only by such Representative; provided, however, that in
exigent circumstances when City’s Representative is not available, Contractor may direct its
communication or submission to other designated City personnel or agents as listed above and
may receive approvals or authorization from such persons.
b. Contractor’s Representative: The Contractor’s Representative for the
purpose of this Agreement shall be Teresa Webster or such other individual as Contractor
shall designate in writing. Whenever direction to or communication with Contractor is
required by this Agreement, such direction or communication shall be directed to Contractor’s
Representative; provided, however, that in exigent circumstances when Contractor’s
Representative is not available, City may direct its direction or communication to other
designated Contractor personnel or agents.
12. Permits: Contractor shall provide all notices, comply with all applicable laws,
ordinances, rules, and regulations, obtain all necessary permits, licenses, including a City of Bozeman
business license, and inspections from applicable governmental authorities, and pay all fees and
charges in connection therewith.
13 Laws and Regulations: Contractor shall comply fully with all applicable state and
federal laws, regulations, and municipal ordinances including, but not limited to, all workers’
compensation laws, all environmental laws including, but not limited to, the generation and disposal
of hazardous waste, the Occupational Safety and Health Act (OSHA), the safety rules, codes, and
provisions of the Montana Safety Act in Title 50, Chapter 71, MCA, all applicable City, County, and
State building and electrical codes, the Americans with Disabilities Act, and all non-discrimination,
affirmative action, and utilization of minority and small business statutes and regulations.
14. Nondiscrimination: The Contractor agrees that all hiring by Contractor of persons
performing this Agreement shall be on the basis of merit and qualifications. The Contractor will have
a policy to provide equal employment opportunity in accordance with all applicable state and federal
anti-discrimination laws, regulations, and contracts. The Contractor will not refuse employment to a
person, bar a person from employment, or discriminate against a person in compensation or in a term,
condition, or privilege of employment because of race, color, religion, creed, political ideas, sex, age,
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marital status, national origin, actual or perceived sexual orientation, gender identity, physical or
mental disability, except when the reasonable demands of the position require an age, physical or
mental disability, marital status or sex distinction. The Contractor shall be subject to and comply
with Title VI of the Civil Rights Act of 1964; Section 140, Title 2, United States Code, and all
regulations promulgated thereunder. The Contractor shall require these nondiscrimination terms of
its sub-Contractors providing services under this agreement.
15. Intoxicants; DOT Drug and Alcohol Regulations/Safety and Training: Contractor
shall not permit or suffer the introduction or use of any intoxicants, including alcohol or illegal drugs,
by any employee or agent engaged in services to the City under this Agreement while on City property
or in the performance of any activities under this Agreement. Contractor acknowledges it is aware of
and shall comply with its responsibilities and obligations under the U.S. Department of Transportation
(DOT) regulations governing anti-drug and alcohol misuse prevention plans and related testing. City
shall have the right to request proof of such compliance and Contractor shall be obligated to furnish
such proof.
The Contractor shall be responsible for instructing and training the Contractor's employees
and agents in proper and specified work methods and procedures. The Contractor shall provide
continuous inspection and supervision of the work performed. The Contractor is responsible for
instructing his employees and agents in safe work practices.
16. Modification and Assignability: This Agreement may not be enlarged, modified or
altered except by written agreement signed by both parties hereto. The Contractor may not
subcontract or assign Contractor’s rights, including the right to compensation or duties arising
hereunder, without the prior written consent of City. Any subcontractor or assignee will be bound by
all of the terms and conditions of this Agreement.
17. Reports/Accountability/Public Information: Contractor agrees to develop and/or
provide documentation as requested by the City demonstrating Contractor’s compliance with the
requirements of this Agreement. Contractor shall allow the City, its auditors, and other persons
authorized by the City to inspect and copy its books and records for the purpose of verifying that the
reimbursement of monies distributed to Contractor pursuant to this Agreement was used in
compliance with this Agreement and all applicable provisions of federal, state, and local law. The
Contractor shall not issue any statements, releases or information for public dissemination without
prior approval of the City.
18. Non-Waiver: A waiver by either party any default or breach by the other party of any
terms or conditions of this Agreement does not limit the other party’s right to enforce such term or
conditions or to pursue any available legal or equitable rights in the event of any subsequent default
or breach.
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19. Attorney’s Fees and Costs: That in the event it becomes necessary for either Party of
this Agreement to retain an attorney to enforce any of the terms or conditions of this Agreement or to
give any notice required herein, then the prevailing Party or the Party giving notice shall be entitled
to reasonable attorney's fees and costs, including fees, salary, and costs of in-house counsel to include
City Attorney.
20. Taxes: Contractor is obligated to pay all taxes of any kind or nature and make all
appropriate employee withholdings.
21. Dispute Resolution:
a. Any claim, controversy, or dispute between the parties, their agents,
employees, or representatives shall be resolved first by negotiation between senior-level
personnel from each party duly authorized to execute settlement agreements. Upon mutual
agreement of the parties, the parties may invite an independent, disinterested mediator to assist
in the negotiated settlement discussions.
b. If the parties are unable to resolve the dispute within thirty (30) days from the
date the dispute was first raised, then such dispute may only be resolved in a court of
competent jurisdiction in compliance with the Applicable Law provisions of this Agreement.
22. Survival: Contractor’s indemnification shall survive the termination or expiration of
this Agreement for the maximum period allowed under applicable law.
23. Headings: The headings used in this Agreement are for convenience only and are not
be construed as a part of the Agreement or as a limitation on the scope of the particular paragraphs to
which they refer.
24. Severability: If any portion of this Agreement is held to be void or unenforceable, the
balance thereof shall continue in effect.
25. Applicable Law: The parties agree that this Agreement is governed in all respects by
the laws of the State of Montana.
26. Binding Effect: This Agreement is binding upon and inures to the benefit of the heirs,
legal representatives, successors, and assigns of the parties.
27. No Third-Party Beneficiary: This Agreement is for the exclusive benefit of the
parties, does not constitute a third-party beneficiary agreement, and may not be relied upon or
enforced by a third party.
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28. Counterparts: This Agreement may be executed in counterparts, which together
constitute one instrument.
29. Integration: This Agreement and all Exhibits attached hereto constitute the entire
agreement of the parties. Covenants or representations not contained therein or made a part thereof
by reference, are not binding upon the parties. There are no understandings between the parties other
than as set forth in this Agreement. All communications, either verbal or written, made prior to the
date of this Agreement are hereby abrogated and withdrawn unless specifically made a part of this
Agreement by reference.
**** END OF AGREEMENT EXCEPT FOR SIGNATURES ****
IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and year
first above written.
CITY OF BOZEMAN, MONTANA ____________________________________
CPS HR Consulting
By________________________________ By__________________________________
Chris Kukulski, City Manager
Print Name:
Print Title: ____________________________
APPROVED AS TO FORM:
By_______________________________
Greg Sullivan, Bozeman City Attorney
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City of Bozeman
Executive Recruitment Services for
Director of Finance
PROPOSAL
Due Date: December 22, 2016
SUBMITTED BY:
MELISSA ASHER
Sr. Practice Leader, Products and Services
CPS HR Consulting
241 Lathrop Way
Sacramento, CA 95815
P: 916-471-3358
F: 916-561-8441
masher@cpshr.us
Tax ID: 68-0067209
www.cpshr.us
Your Path to Performance
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December 22, 2016
Bethany Jorgenson, Human Resources Manager
City of Bozeman
121 North Rouse
Bozeman, MT 59771
Submitted via email to: bjorgenson@bozeman.net
Subject: Executive Recruitment Services for Director of Finance
Dear Ms. Jorgenson:
CPS HR Consulting (CPS HR) is pleased to have the opportunity to submit a proposal to assist the
City of Bozeman (City) with the recruitment of a new Director of Finance. We are uniquely
qualified to undertake this effort as we have vast experience in assisting public agencies with
executive search, screening, and placement.
We possess a number of important strengths to assist the City in accomplishing the goals for this
recruitment, including:
Broad recruitment experience for public sector executive and managerial positions. CPS
HR has recruited executives and managers for a variety of positions with counties, cities,
special districts, and nonprofit entities. We have extensive experience in the recruitment
of all types of local government, executive, and professional staff, including council/board
appointed executives, department directors, and key professional and management
positions. We will apply this expertise to your recruitment.
A proven track record with more than 1,700 recruitments for 600+ clients. We
understand and appreciate the intricacies of managing the executive recruitment for an
organization, and we bring that expertise and knowledge to the recruitment process. For
this recruiting engagement, we will custom-tailor a program to fit your needs to provide
a strong, competitive pool of candidates.
An in-depth understanding of all state and local government operations, programs, and
services. This understanding has been gained through consulting engagements with local
government agencies throughout the United States.
Partial Recruiting List. Below is a partial listing of similar executive recruitments within
the past five years.
Agency Title Year Completed
California Department of Insurance Deputy Commissioner - Financial
Surveillance Branch 2016
Bend, City of Assistant Finance Director PARTIAL 2016
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Agency Title Year Completed
San Jose, City of Deputy Director of Finance-Treasury 2016
Dallas, County of Purchasing Director 2015
East Bay Municipal Utility District
(EBMUD)
Finance Director 2015
Monterey Regional Water Pollution
Control Agency Chief Financial Officer 2015
Sacramento Housing and
Redevelopment Agency
Chief Financial Officer 2015
San Jose, City of Deputy Director Treasury 2015
Davis, City of Finance Administrator 2014
East Bay Regional Park District Chief Financial Officer/Controller 2014
Florin Resource Conservation District
(Elk Grove Water) Finance Manager 2014
San Jose, City of Assistant Finance Director 2014
Modesto Irrigation District Assistant General Manager, Finance 2013
Surprise, City of Chief Financial Officer 2013
McKinley Ville Community Services
District Finance Director 2012
Maricopa, City of Finance Manager 2011
Modesto Irrigation District Controller 2011
It is our commitment to work in partnership with your organization to a successful result.
Thank you for the opportunity to be considered for this assignment. Should you have questions
or comments about the information presented in this proposal, please contact our proposed
project manager, Teresa Webster, at twebster@cpshr.us or (916) 471-3462.
Sincerely,
Melissa Asher
Senior Practice Leader, Products and Services
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Proposal to the City of Bozeman
Executive Recruitment Services for Director of Finance
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Methodology
The City Manager and Human Resources must be intimately involved in the search for a new
Director of Finance. For this reason, our approach assumes his direct participation in key phases
of the search process. Additionally, at the discretion of the City Manager, other key stakeholders
may also be invited to participate in focus group sessions or round-table meetings to provide
input for the development of the candidate profile.
A critical first step in a successful executive search is for the City Manager to define the
professional and personal qualities required of the Director of Finance. To be certain this occurs,
we have developed a very effective process that will permit the City Manager to clarify the
preferred future direction for the City of Bozeman (City); the specific challenges the City is likely
to face in achieving this future direction; the working style and organizational climate the City
Manager wishes to establish with the Director of Finance; and ultimately, the professional and
personal qualities that will be required of the Director of Finance.
We take an aggressive approach in identifying and recruiting the best available candidates. There
are those candidates who would gladly rise to the professional challenge and apply for this
position; however, some of the best candidates are often not actively seeking a new position and
may only consider a change once we present them with your opportunity. Evoking the sense of
vision and opportunity in qualified persons is among the responsibilities of CPS HR, and we pride
ourselves in our efforts to reach the best available potential candidates.
The selection of the best available candidate requires the use of tools specifically designed to
evaluate each candidate against the personal and professional qualities identified by the City
Manager. For this reason, we tailor our selection techniques to the City’s specific requirements.
In addition, we also assume responsibility for administering the selection process for the City.
Three-Phase Project Approach for Success
Our proposed executive search process is designed to provide the City with the full range of
services required to ensure the ultimate selection of a new Director of Finance who is uniquely
suited to the City's needs.
Develop
Candidate
Profile and
Recruitment
Strategy
Phase I Aggressive,
Proactive,
and Robust
Recruitment
Phase II
Selection
Phase III
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Proposal to the City of Bozeman
Executive Recruitment Services for Director of Finance
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Phase I: As desired by the City, our consultant will meet with the City Manager and other City
representatives to ascertain the City’s needs and ideal candidate attributes, to target our search
efforts, and maximize candidate fit with the City.
Phase II: The recruitment process is tailored to fit the City’s specific wants and needs, with
targeted advertising, combined with personal contacts with qualified individuals from our
extensive database.
Phase III: The selection process is customized for the City. CPS HR will work with the City Manager
to determine the process best suited to the City of Bozeman.
Phase I - Develop Candidate Profile and Recruitment Strategy
Task 1 - Review and Finalize Executive Search Process and Schedule
Task 2 - Key Stakeholder Meetings (if necessary)
Task 3 - Candidate Profile and Recruitment Strategy Development
Task 4 – Develop Recruitment Brochure
Task 5 – Place Advertisements
Phase II – Aggressive, Proactive, and Robust Recruitment
Task 1 - Identify and Contact Potential Candidates
Task 2 – Resume Review and Screening Interviews
Task 3 – City Manager Selects Finalists
Phase I and Phase II constitute a partial recruitment.
Phase III – Selection
Task 1 - Design Selection Process
Task 2 - Administer Selection Process
Task 3 – Final Preparation for Appointment
Phase I, II and III constitute a full recruitment.
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Proposal to the City of Bozeman
Executive Recruitment Services for Director of Finance
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Project Timeline
The project team CPS HR has selected is prepared to begin work upon receipt of a fully-executed
contractual agreement. All search activities up to and including the selection of a new Director
of Finance can be completed in 14 to 16 weeks. The precise schedule will depend on the
placement of advertising in the appropriate professional journals, and the ability to schedule, as
quickly as possible, the initial meeting.
Executive Recruitment Team
Ms. Teresa Webster will serve as your dedicated project manager throughout this recruitment
process.
Teresa Webster
Profile
Ms. Webster has 15 years of professional consulting and marketing experience in public sector
human resources, including experience in the areas of project management, marketing
communications, administration, and employee recruitment. She has worked as a CPS HR
consultant for more than ten years, where she has managed or completed a wide variety of
projects for CPS HR Consulting (CPS HR) subject matter experts and senior executive staff.
Employment History
Executive Recruiter, CPS HR Consulting
Senior Marketing Coordinator, CPS HR Consulting
Northwest Hydraulic Consultants, Inc. , West Sacramento, California
Professional Experience
Conducts recruitments for various positions for public sector clients.
Assisted the CPS HR Executive Search team as an Associate Recruiter. Wrote advertising
copy, recruitment brochure text, did email outreach, built target candidate lists based on
candidate requirements, researched other sources for outreach and candidate pools,
conducted screening interviews, helped facilitate candidate interviews, and performed
candidate reference checks.
Served as liaison for internal business units collaborating on long-term marketing plans
and strategies. Worked closely with unit managers, coordinators, vendors and staff
support the organization’s mission and direction.
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Executive Recruitment Services for Director of Finance
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Managed CPS HR’s Webinar Series. Worked with business units to develop monthly
webinar calendar highlighting expertise of CPS HR consultants and diverse services.
Moderates monthly sessions.
Chaired Qualification Appraisal Panels (QAPs) for the Merit System Services contract.
Lead structured interviews for social services candidates. Worked with panel members
from client counties to ensure an unbiased rating process according to merit principles.
Reviewed rating scales, discussed failing scores, and various types of rating errors with
panel members. Served on rating panel.
Conducted client visits to public agencies in California and Oregon to ensure that client
needs are met. Relayed any service issues or grievances to appropriate service manager.
Informs and educates clients on CPS HR products and services. Researched online data
to pursue potential new areas of growth.
Wrote copy for CPS HR collateral including print ads, html blasts, direct mail, and case
studies. Plans and executes e-mail and direct mail campaigns. Wrote articles for trade
journals.
Contributes on an as-needed basis as a member of CPS HR’s external website team
developing content, collaborating with work units on content page deadlines. Performs
website maintenance and page development, familiar with html code and SEO techniques
Establishes and/or maintains relationships with regional and local agencies and
associations, such as CSDA, ACWA, and MMANC, to promote CPS HR and its consultants.
Served as committee member on MMANC branding and conference initiatives
Certifications and Memberships
Certificate in Public Relations and Marketing from UC Davis Extension
2009 Sacramento Public Relations Association Volunteer of the Year
Former member of the Corporate Volunteer Council of Greater Sacramento
Education
BA, English, California State University, Pomona
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References
Provided below is a partial list of clients we have recently worked with in providing executive
recruitment services. We are confident that these public sector clients will tout our
responsiveness and ability to successfully place candidates that were a good fit for their
organization’s needs.
CLIENT/POSITIONS CONTACT(S)
East Bay Municipal Utility District
PO Box 24055
Oakland, CA 94623
Director of Finance (2015)
Richard Jung, Recruitment and Classification
Manager
(510) 287-0707
richjung@ebmud.com
Sacramento Housing and Redevelopment Agency
Human Resources Department
630 I St.
Sacramento, CA 95814
Director of Finance (2015)
Jim Shields, Director of Administration
(916) 440-1308
jshields@shra.org
Monterey Regional Water Pollution Control
Agency
5 Harris Court, Bldg. D
Monterey, CA 93940
Chief Financial Officer (2015)
Leara Sampson, HR Administrator
(831) 645-4650
leara@mrwpca.com
San Jose, City of
200 E Santa Clara St.
San Jose, CA 95113
Deputy Director of Treasury (2015)
Assistant Finance Director (2014)
Julia Cooper, Director of Finance
(408) 535-7011
Julia.cooper@sanjoseca.gov
Jim Ortbal, Director of Transportation
(408) 535-3845
jortbal@sanjoseca.gov
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Proposal to the City of Bozeman
Executive Recruitment Services for Director of Finance
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Professional Fees, Expenses, & Guarantee
Our professional fixed fee covers all CPS HR services associated with the recruitment process,
including the necessary field visits (up to three) to develop the candidate profile and recruitment
strategy, assist the City with finalist selection, and facilitate candidate interviews.
Actual out-of-pocket expenses for such items as consultant travel, advertising, marketing,
printing/copying, and postage/delivery charges are reimbursable at cost. There is no mark-up on
expenses. Travel expenses for candidates who are invited forward in the interview process are
not included under our reimbursable range. The listed reimbursable expenses range includes a
background check on the selected finalist candidate.
Professional Fixed Fee & Reimbursable Expenses*
Professional Services Full Recruitment (Fixed Flat Fee) $17,000
Reimbursable Expenses
Approximate recruitment costs include:
Brochure Design and Printing ($1,100)
Advertising ($3,000)
Background check for one candidate ($450)
Other recruitment expenses such as supplies, travel, and shipping
($2,000)
$6,500-$7,500
Not-to-Exceed Total $24,500
Professional Fixed Fee & Reimbursable Expenses*
Professional Services Partial Recruitment (Fixed Flat Fee) $13,000
Reimbursable Expenses
Approximate recruitment costs include:
Brochure Design and Printing ($1,100)
Advertising ($3,000)
Other recruitment expenses such as supplies, travel, and shipping
($1,000)
$5,100
Not-to-Exceed Total $18,100
*Professional fees and reimbursable expenses would be billed and paid monthly.
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Proposal to the City of Bozeman
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Two Year Guarantee
If the employment of the candidate selected and appointed by the City, as a result of a full
executive recruitment (Phases I, II, and III), comes to an end before the completion of the first
two years of service, CPS HR will provide the City with professional services to appoint a
replacement. Professional consulting services will be provided at no cost. The City would be
responsible only for reimbursable expenses. This guarantee does not apply to situations in
which the successful candidate is promoted or re-assigned within the organization during the
two-year period. Additionally, should the initial recruitment efforts not result in a successful
appointment, CPS HR will extend the aggressive recruiting efforts and screen qualified candidates
until an offer is made and accepted. CPS HR does not provide a guarantee for candidates placed
as a result of a partial recruitment effort.
We thank you for your consideration of our proposal. We are committed to
providing high quality and expert solutions and look forward to partnering with
the City of Bozeman in this important endeavor.
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About CPS HR Consulting
CPS HR Consulting has been assisting organizations with their talent management needs for over
30 years. We have unique expertise in delivering HR management and consulting services,
employment testing, and assessment services to government agencies throughout North
America.
Our headquarters are located in Sacramento, California. We have regional offices in Rockville,
Maryland and Austin, Texas.
CPS HR Consulting offers a comprehensive range of products and services. Our systematic
approach to human resource management ensures that the solutions, strategies, and
methodologies we implement improve your organization. For more information on our services,
please visit our website at www.cpshr.us.
CPS HR CONSULTING SERVICES
ORGANIZATIONAL STRATEGY TESTING, RECRUITMENT & SELECTION
• Workforce & Succession Planning • Job Analysis
• Organizational Assessment, Redesign and
Re-Engineering
• Develop/Deliver Assessment Center
Services
• Performance Management • Executive Search
• Employee Engagement • Test Development*
• Change Management • Test Administration*
• Complaint Investigations & HR Outsourcing
*(for employment and licensing
certification)
CLASSIFICATION AND COMPENSATION TRAINING AND DEVELOPMENT
• Classification • Training
• Compensation • Coaching
• Accelerated Leader 360° Assessment™
• Leadership Development
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Appendix A: Sample Brochure
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