Loading...
HomeMy WebLinkAbout17- Professional Services Agreement - CPS HR Consulting - Executive Recruitment Services for Director of FinancePROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT is made and entered into this � day of , jp,& 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 PC 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. Professional Services Agreement Page 1 of 10 5. Contractor's Representations: To induce City to enter into this Agreement, Contractor makes the following representations: 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 7t, 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, Professional Services Agreement Page 2 of 10 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. 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 Professional Services Agreement Page 3 of 10 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 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. Professional Services Agreement Page 4 of 10 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. 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 Professional Services Agreement Page 5 of 10 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 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. Professional Services Agreement Page 6 of 10 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, 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 Professional Services Agreement Page 7 of 10 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. 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 Professional Services Agreement Page 8 of 10 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. 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 **** Professional Services Agreement Page 9 of 10 IN WITNESS WHEREOF, the parties hereto have executed this instrument the day and year first above written. CITY OF BOZEMAN, MONTANA Chris Kulculski, City Manager APPROVED AS TO FORM: By Gr' Sullivan, Bozeman City Attorney CPS HR Consulting By Print Name: Melissa Asher Print Title: Sr. Practice Leader Professional Services Agreement Page 10 of 10 Attachment A PROPOSAL Cilty of Bozeman Executive Recruitment Services for Director of Finance 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 CPS HR AMCONSULTING 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. 24� Lal E^/:v Sounto,CA ) 8i5 1916263.3600 f:916263.3613 mm.cpshr. us Page l i CPS HR CONSULTING 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 11, r ,h n; 5.. , o., .A 9181h C I'G, 263 36' 0 F. 976 )13.3613 wwwxpshr, us Page I ii San Jose, City of Deputy Director of Finance -Treasury 2016 Dallas, County of Purchasing Director 2015 East Bay Municipal Utility District Finance Director (EBMUD) 2015 Monterey Regional Water Pollution Chief Financial Officer 2015 Control Agency Sacramento Housing and Chief Financial Officer Redevelopment Agency 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 11, r ,h n; 5.. , o., .A 9181h C I'G, 263 36' 0 F. 976 )13.3613 wwwxpshr, us Page I ii Proposal to the City of Bozeman Executive Recruitment Services for Director of Finance zlma• • *. 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 Aggressive, Proactive, and Robust Recruitment CPS HRMEWL A=w CONSULTING Page 11 Proposal to the City of Bozeman Executive Recruitment Services for Director of Finance Phase 1: 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. N, 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 f - Develop Candidate Prefile 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 11- 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 111- 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. CPS HR CONSULTING Page 12 Proposal to the City of Bozeman Executive Recruitment Services for Director of Finance 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. 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. CPS HRvolm,CONSULTING Page 13 Proposal to the City of Bozeman Executive Recruitment Services for Director of Finance • 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 CPS HR Am= CONSULTING Page 14 Proposal to the City of Bozeman Executive Recruitment Services for Director of Finance 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. East Bay Municipal Utility District Richard Jung, Recruitment and Classification PO Box 24055 Manager Oakland, CA 94623 (510) 287-0707 richjung@ebmud.com Director of Finance (2015) Sacramento Housing and Redevelopment Agency Human Resources Department 630 1 St. Sacramento, CA 95814 Director of Finance (2015) Jim Shields, Director of Administration (916) 440-1308 jshields@shra.org Monterey Regional Water Pollution Control Leara Sampson, HR Administrator Agency (831)645-4650 5 Harris Court, Bldg. D leara@mrwpca.com Monterey, CA 93940 Chief Financial Officer (2015) San Jose, City of Julia Cooper, Director of Finance 200 E Santa Clara St. (408) 535-7011 San Jose, CA 95113 Julia.cooper@sanjoseca.gov Deputy Director of Treasury (2015) Jim Ortbal, Director of Transportation (408)535-3845 Assistant Finance Director (2014) jortbal@sanjoseca.gov CPS HR CONSULTING Page 15 Proposal to the City of Bozeman Executive Recruitment Services for Director of Finance 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 Services Full Recruitment (Fixed Flat Fee) 1 $17,000 Reimbursable Expenses Approximate recruitment costs include: • Brochure Design and Printing ($1,100) • Advertising ($3,000) $6,500-$7,500 • Background check for one candidate ($450) • Other recruitment expenses such as supplies, travel, and shipping ($2,000) Professional Services Partial Recruitment (Fixed Flat Fee) 1 $13,000 Reimbursable Expenses Approximate recruitment costs include: • Brochure Design and Printing ($1,100) $5,100 • Advertising ($3,000) • Other recruitment expenses such as supplies, travel, and shipping ($1,000) *Professional fees and reimbursable expenses would be billed and paid monthly. CPS HRMEMILCONSULTING Page 16 Proposal to the City of Bozeman Executive Recruitment Services for Director of Finance Two Year Guarantee If the employment of the candidate selected and appointed by the City, as a result of a full executive recruitment (Phases 1, ll, and 111), 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. CPS HRMMM Am= CONSULTING Page 17 Proposal to the City of Bozeman Executive Recruitment Services for Director of Finance About! 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. • ORGANIZATIONAL STRATEGY TESTING, RECRUITMENT & SELECTION a Workforce & Succession Planning e Job Analysis * Organizational Assessment, Redesign and Re -Engineering e Develop/Deliver Assessment Center Services o Performance Management a Executive Search e Employee Engagement 0 Test Development* Change Management a Test Administration* Complaint Investigations & HR Outsourcing *(for employment and licensing certification) CLASSIFICATION AND COMPENSATION TRAINING AND DEVELOPMENT e Classification 0 Training a Compensation e Coaching e Accelerated Leader 360° AssessmentTM e Leadership Development CPS HR CONSULTING Page 18 Proposal to the City of Bozeman Executive Recruitment Services for Director of Finance CPS HROEM mw CONSULTING Page 19 Proposal to the City of Bozeman Executive Recruitment Services for Director of Finance THE POSITION This management position is responsible for the dally administration and supervision of the Accounting & Financial Reporting, Bill ing &Customer Service, and Municipal Court Divisions within the Finance Department and implementation of special projects at the direction of the Finance Director. This position assists the organization in achieving overall sound financial management by ensuring the accuracy and I ntegrity of financial and budgetary information, and treasury functions of the Finance Department. The Finance Department consists of Accounting, Bit Itng & Customer Service, Budget and Municipal Court Divisions. This position will oversee the Accounting, Billing & Custorrer Service and Municipal Court Divisions. The Assistant Finance Director wl II directly supervise three division supervisors/ managers and oversee 21 employees. In addition to oversight and management of the three divisions, typical duties Include, but are not limited to: Provides oversight of all financial transactions, including bll II rxg and collection Provides oversight and management of the financial reporting and audit preparation functions, through the Accounting & Financial Reporting Manager Provides oversight and management of general accounting and reporting functions (Including accounts payable and payroll), billing transactions,and collection activities through the supervisors of each area Assists in the management of the Municipal Court through the Municipal Court Supervisor, working with that position to manage the work processes, internal accounting controls and reporting mechanl sms of the court CPS HR CONSULTING Page 110 st n tl_iiei,-oerran "Grhlacastor=ler I. rr-bi .IIIc I rIIF ill IIII tic IIf PI S2I,Ire I. (-wr' 1_11 it'I,%l 1 t SIT ':pr [ r='Iag2 tit ,vr I -'es >e a 'I i. scuc..if gconfrc id Iep-'tno �(LonrI I, IF , irtomelc vie lrvi",ir i II wr;i i,in Fi anth hi FIr Ii `ucrtt .uec m. plum -noldlnat:- w,I utdata firaicla plans nclvdiny bored I io- an J uc -, It fdMn i if rjunrtnn with tiind uteel;ni l l.Ie,-.r11 ac roes Enaue and ual uslnpoance r da rKrn ,,;_n0.it; a, i con unuirrgdi,,-osure eporting mgiiirelnantz uldln r I"of Irrfornn treaswb im'ertrrent and deo[ management kInctlons Directs or p.er. Grfns special financial reporting and analyses; iellon'ni ordaec to s pecc, I budgetary a elslyses Pi a n:, q ,s a f lura¢ irnf rI F rnutirn of sp-tial prof lett u[ ars/ise, r'ef al prcI'i nal and sue el I.ory pees iq Researches_ r=views, cc.ordi nates and facilitates the design and unpl I i I'e+l..n of aur,,I11: a tau)/14nanaal ,rem<;,n,l IViprnent Iin is"inc-nrly ingilernenting a nevi EFF iystenr Assists Finance Driector w th developir�ent of financal t, caro.red m i re, Pal nrustes in ma f rice Fier t Nn>I kg nsup> ani; (Holed [-earns for financial glancing and II"Fieriel ,at;,)I, offinenUaI itralegfes v4rilk=, �vit4 n I tnrcl in'afious st Oe, such pvglrl t t11 r„stci Dc Irpq'ten Irhsrge I iertxtalolr gip., and cUIRy rate,. laprerertc tl ri--iirc,rictee, snvo4t .cal,: r� nil l'I vale nllifiI,'[”;"• i .lfve`. Repo -rent. the Gry an xI, -s at the eo..i < ce✓ernrf Penance Jmcer_ Ar—, ❑e,nat d t ie or-,nalC" eniment Finance Fill) ter>/ <i tLmror G, spits fda,'t_u r the [,aa(/o[ nnI, Tnaneo Diroctol m hiS/Iter absence Proposal to the City of Bozeman Executive Recruitment Services for Director of Finance KEY CHARACTERISTICS The Aszhlanl Finance DIeCI01 for the Cny of Rend will have strong technical dolls in public sector accoi.sri ideally in a larger city or country agent,. A genera list who is knowledgeableot and proficient at many dlffelent aspects of finance will be well equipped to deal with Bends fast paced, corm plex crop. rating enei lFro rent A priGIIN ix rhI5 position m will . I a plpvide 2r lin cal exp.: I t ntw m 110 accounting fmctei This posIrIcn also acts as tr,e liaison with external auditis IleAe:ia tin nu,e Dlr_ ctlt should be a detail orienrtvl r- r 1 t'+vwr rvhn Omit r eict n My trotm of the grgaro on ial cessuips and overall d,Te tloriofthe (1'.p bier 11„n, LL'I P^rcl anrlconn Inns tion skills will lip-- l—,arrnlunt rx Iii,, IF, r Ilion. Ana illy rc rnaneuvee rnaniclpW .,cal.1ov'arnrnent nuances is critical. The ideal cend7oate knows I rim toadJt r a If ;gtproplTa(cry for the srldlence and can exolal in regulatory and co I frip I [a nc. e issues. A background of succe,:fitl pfoJea-t ma nage trip n t; including wo=ling "mth other rhpar l if u+ rle agendas, and vendors; is needed In this position, The Idea l candidate will be a patient su Boo rfive supervisor, who can listen to both sides and still teach desired outcomes and moils. The As%!,(aIFt Dllec[of will show a commitment to sI develop rnent a nd solid sIll Its In perforrnance I iot Fag eIII nt. the sup,af'l candidate embraces the Fln.-i[ice Deputn it,1:F” cLIIOrl)'I s('lvireol 01)1AI I anel xIII ly loofa In r ways to"make is war k'whI remaining in cot ,iplia ice w2ti regulatory mandates CPS HR CONSULTING Page 111 COMPETENCIES Candidates must demonstrate understanding in the following areas: Knowledge of generally accepted accounting principles (GAAP) fort Ile public sector Principles and practices of government administration including accounting, finance, organizational planning, statistical analysis area rep.oftwriting Knowledge of basic personnel management practices in a governmental setting Knowledgeofautornated financial, accounting, and billing systems COMPENSATION AND BENEFITS The pay range for this position is $93,444- $121,356 In addition the City offers the following benefits and options: Health Insurance Plan including medical and vision coverage (full-time employees currently pay 10a/o of the total monthly premium) Dental coverage (employees currently pay 10%ofthe total monthly premuum) Employer -funded Health Reimbursement Account for deductible expenses VERA Plan Voluntary Flexible Spending Plan Life, Personal Accident and Long -Term Disability Telemedicine The City of Bend participates in the PERS Retirement System Employees become PERS members aRerworking six fullcadendar months inagr.elifying position requiringat least 600 hoursworked per 12 -month period. Contributions on the employees behalf begin following completion of the six-month waiting period.TheCity makes"employer" contribution based on the employees Tier 1, II or OPSRP member status. The Cityaiso makes the'employee" member contribution of e'b of salary. For complete PERS program details, visit the website httP //wwwowgon.qov/Pers Proposal to the City of Bozeman Executive Recruitment Services for Director of Finance The City of Bend also offers the following voluntary benefit programs which are elective and funded through payroll deduction: AFLAC Supplemental Insurance (various plans are offered) AirLink and Life Flight ground and air ambulance memberships 457 Deferred Compensation Plans sponsored by Nationwide Retirement Solutions and ICMA Education, Experience, Certifications and Licenses Required Incumbents typically haveat least fiveyearsof progressive professional level supervi spry experience in accounting finance or auditing with a governmental organization, and at a minimum a Bachelor'sdegree in Accounting, Finance or related field or other equivalent combinations of training experience and education. An advanced degree in accounting and/orCPA is strongly desired. APPLICATION PROCESS AND RECRUITMENT SCHEDULE The final filing date is Friday, November 11, 2016.To be considered, please submit yourcover letter with current salary, resurn;, and list of six professional references (who will not be contacted in the early stages of the recruitment) to: resumes@ cpshcus. RSsUn'kS should reflect years and months of positions held. Foradditional information about this position please contact Teresa Webster. CPS HR CONSULTING Teresa Webster CPS HR CONSULTING 916263.1401 tel E-mail: resumes0cpshrus Website: www cpshr us/search 11€sum5s will be screened based on the criteria outlined in this brochure. Candidates with the most relevant qualifications will be given preliminary interviews by the consultant. CPS H R Consulting will report the results to the City. The City will then selectcandidates to be invited to participate in further assessments and/or interviews. CPS HRmm CONSULTING Page 112 CPS HR ,:CONSULTING January 26, 2017 Bethany Jorgenson City of Bozeman 121 North Rouse Avenue Bozeman, MT 59715 Re: Professional Services Contract Dear Ms. Jorgenson; Enclosed is a copy of the aforementioned agreement signed by CPS HR Consulting. Please have the agreement fully executed and return a copy to me preferably via email. CPS HR no longer requires originals or hard copies in the mail. Feel free to call me if you have any questions. I can be reached directly at (916) 471- 3363 or dnatclrch. cushr.us. Thank you, Dimple Patel Contracts Department Enclosures 241 Lathrop Way Sacramento, CA 95815 t: 916.263.3600 f: 916.263.3613 w .cpshr.us