HomeMy WebLinkAboutContract 44772 CITY SECRETARY
CONTRACT'NI,
AGREEMENT FOR PROFESSIONAL SERVICES
THIS AGREEMEa T FOI PROFESSIONAL A..l SERVIC''E ("Agreement") is made and
entered into by and between THE CITY of FORT WORTH, a home-rule municipal.
corporation of the State of Texas ("City"), dctin.g by and through its duly authorized Assistant
City Manager, and M ERCER PERSONNEL MANAGEMENT CENTER LLC., a Texas
limited liability company acting by and through its duly authorized Senior vice President ----- an
authorized affiliate of Mercer Group Inc., a Georgia corporation ("Consultant").
1. Services,.
a) Consultant will, with good faith and due diligence, assist the City in recruiting and
hiring a highly qualified individual to serve as Director of Financial Management
Services/Chief Financial Officer (hereinafter "Chief Financial officer" for -the City
of Fort Worth. In particular, Consultant will perform all duties outlined and
described in the Scope of Work, which is attached hereto as Exhibit "A"" and
incorporated herein for all purposes as though it were set forth at length. The actions
and objectives contained in Exhibit "A." are referred to, herein as the "Services."'
b Consultant shall perform the Services in accordance with standards in the industry for
the same or similar services. In addition, Consultant shall perform the Services in
accordance with all applicable federal" state, and local laws, rules, and regulations..
2. Term. Services shall be provided by Consultant for a term beginning July 29, 2013, and
en.din December 31, 1.3, unless terminated earlier in accordance with Section 4 of this
Agreement. This Agreement may be renewed for up to two additional six.-month periods by
mutual written agreement of the Parties.
3. Compensation.
a) Fee
As full and complete compensation for all Services described above, Consultant
shall be paid a fee of Twenty-Two Thousand, Five Hundred Diollars
($22,,500.00)1,plus Reimbursable Expenses as detailed belo
SECRETARY OFFICIAL RECORD
cin,
WORTH,
Professional 'Services Agreement with Mercer Personnel Management Center LLB", Page 1 of 17
E iP 09 2013
b) Reimbursable Expenses
In addition to any fee due under Subsection (3')(a), City shall reimburse
Consultant at a reasonable and customary rate not to exceed (i)i Three Thousand
Dollars ($3,000.00) for actual expenses related to Consultant travel (such as
airfare, lodging, personal car mileage, and a limited per diem) plus (ii) Five
Thousand Dollars ($5,000.00) for actual expenses related to background
checks, brochure development, placement of advertisements, and printing,
photocopy, and mailing (collectively "Reimbursable Expenses,"'). Personal car
mileage will be billed at rates not to exceed standard IRS business mileage rates
in effect at the til-ne of travel.
c tructure of Payments
1. The Consultant's fee will be divided into three payments corresponding to
certain project,milestones as follows.-,
a. Execution of Contract $7,500.00
b. Submission of Report of Qualified Candidates $7,500.00
c., Seven Days After Selected Candidate Begins Job $755001.001
Incurred Reimbursable Expenses will be paid in conjunction with the
listed fee payments.
ii. Following completion of each of the listed milestones, the Consultant shall
provide the City with a signed fee invoice summarizing (i) the portion of
the Services that has been completed and (1*0 the Reimbursable Expenses
that have been incurred and requesting payment. In submitting invoices,
Consultant shall rovide copies of receipts for all Reimbursable Expenses.
p
If the City requires additional reasonable 'Information, it shall request the
same promptly after receiving the above information!, and the Consultant
shall provide such additional reasonable information to the extent the same
is available. In shall be submitted to Scott Mitchell, 1000
fluockmorton, Fort 'Worth, Texas 76102. Invoices are due and payable
within 15 days of receipt.
PTOfessilonal Services Agreement with Mercer Personnel Management Center LLC. Page 2 of 17
Ill. "n full and final completion of the Services, the Consultant shall submit a
final invoice, 'including, all previously authorized reimbursed expenses
pursuant to "Reimbursable Expenses", and, City shall pay any balance due
within, 15 days of receipt of such involce.
N. In the event of a disputed or, contested billing, only the portion, being
contested will be withheld from payment, and the undisputed portion will
be paid. City will exercise reasonableness in contesting any bill or portion
ttiereof. No interest will accrue on any contested portion of the billing
until the contest has been mutually resolved.
V. For contested billings, the City, shall make payment 'in full to Consultant
within 60 days of the date the contested matter is resolved. If City fails to
make such payment, Consultant may, after giving 7' days written notice to
City, suspend services under this Agreement until paid in full, including
interest calculated from, the date the billing contest was resolved. In the
event of suspension of services, Consultant shall have no liability to City
for delays or damages caused to City because of such suspension of
services.
4. Hiring ot Additional Candidates. If prior to the first anniversary of the effective date of
this Agreement,, the City hires any candidate who was presented by the Consultant to serve in a
position other than the Chief Financial Officer or Internal Auditor, the City agrees to pay the
Consultant an additional 'fee of i,en Thousand Dollars ($10,00101.00) for each such candidate
hired, provided, however, that the City's cumulative monetary obligation to the Consultant
for all fees and Reimbursable Expenses under this Agreement shall not exceed Forty-Eight
Thousand Dollars ($48,000.00).
5. Termination. Either Party may terminate this Agreement at any time, with or without
cause, by providing the other Party with thirty (30) days' written notice of termination. In the
Professional Services Agreement with Mercer Personnel Management,Center,LLC., Page 3 of 17
event this A, xp*rat*oln of the J`em-t, City shall pay Consultant
,greement is, terminated prior, to e i i
only for Services actually rendered and Reimbursable Expenses actually *incurred as of the
effective date of termination. In the event-this Agreement is terminated prior to expiration of the
Terrn, Consultant shall continue to provide the City with services, requested by the City and in
accordance with this Agreement up to the effective date of termination
6. Indel2endent Contractor. Consultant shall operate hereunder as all independent
contractor and not as an officer, agent, servant. or employee of City. Consultant shall have
exclusive control of and the exclusive right to control the details off` the Services performed
hereunder and all persons, performing same and shall be solely responsible for the acts, and
omissions of its officers, agents,, servants, employees, and subcontractors,. The doctrine of
respondeat stperior shall not apply as between the City and Consultant,, its officers, agents,,
servants, employees, or subcontractors. Nothing herein shall be construed as creating a
partnership or joint enterprise between City and Consultant. It is expressly understood, and
agreed that no officer, agent, servants, employee, or subcontractor of Consultant is in the paid
service of City.
7. Liab"fit CONSULTANT SHALL BE LIABLE AND
11 -y and Indemnffication.
RESPONSIBLE FOR ANY AND AL, PER TY L OSS., PROPER TY DAMA GE ANDIOR
PERSONAL INJUR Y, INCL UDING DEA TH, TOA NY AND A LL PERSONS, OF ANY KIND,
OR CA RA CTER, WHETHER'REAL OR ASSER TED, TO THE EXTENT CA USED B Y THE
NEGLIGENT ACT(S) OR 0MISSION(S), MALFEASANCE OR INTENTIONAL
MISCONDUCT OF CONSULTANT, ITS OFFICERS, AGENTS, SERVANTS OR
EMPLOYEES.,
CONSULTANT AGREES TO DEFEND, INDEMNIFY, AND HOLD THE CITY
,t ITS
OFFICERS,AGENTS, SERVANTS,AND EMPLOYEES HARMLESS AGAINST ANY AND
ALL CLAIMS, LAWSUITS., ACTIONS, COSTS, AND EXPENSES OF ANY KIND,
INCLUDING, BUT NOT LIMITED TO, THOSE FOR PROPERTY DAMAGE OR LOSS
(INCLUDING ALLEGED DAAJAGE OR' LOSS TO OWNER'S BUSINESS AND ANY
RESULTING LOST PROFIT,4V) A,NDIOR PERSONAL INJURY (INCLUDING DEATH)
111A T AM Y RELA TE TO,ARISE OUT OF, ORBE OCCASIONED BY(1) CONSUL TANT9S
BREACHOFANYOF THE TERMS OR PRO VISIONS OF THIS A GREEMENT OR'(ii)ANY
NEGLIGENTACTOR OMISSIONOR INTENTIONAL MISCONDUCT OF CONSUL TANT,
ITS OFFICERS,A GEN To.'V,A SSOCIA Ti's', EMPL 0 YEES, CON TRA CTORS(0 THER THAN
THE CITY), OR SUBCONTRACTORS RELATED, TO, THE PERT ORA1ASCE OF THIS
AGREEMENT; EXCEPT T T THE INDEMNITY PROVIDED, FOR, IN THIS SECTION
SHALL NOTAPPLY TO ANY LIABILITY RESULTING FROM THE SOLE NEGLIGENCE
Professional Services Agreement with Mercer Personnel Management Center,'1,...L C. Page 4 of 17
OF THE CITY OR ITS OFFICERS, A GENT S, EMPLOYEES, OR SEpARATE
CONTRACTORS, AND IN THE EVENT OF JOINT AND CONCURRENT NEGLIGENCE
OF BOTH CONSULTANT AND CITY, RESPONSIBILITY
IF ANY
. SHALL BE
APPORTIONED COMPARATIVELY IN ACCORDANCE WITH THE LAWS OF THE
STAT EOFTEX4S. NOTHING HERE INSH ALL,BE CONSTRUED AS A WAI "ER OFTHE.
CITY'S GOVERNMENTAL IMMUNITY AS FURTHER PROVIDED BY THE LAWS OF
TEX4S.
Consultant shall require all of its subcontractors, to; include in their subcontracts a release
and indemnity in favor of City in substantially the same form, as above.
"l"his section, shall survive the expiration or tiemiination of this Agreement,
8. Cain fidentlial and Pro prietaq Information. The City acknowledges that Consultant
may use products, materials, or methodologies proprietary to Consultant. The City agrees that
Consultant's provision of servi,ces, tinder this Agreement shall not be groundsfoir the City to have
or obtain any rights in such proprietary products, materials, or methodologies unless the 'Parties
have executed a separate written agreement with respect thereto. Consultant, for itself and its
officers, agents., servants, employees, and subcontractors, further agrees that it shall treat all
'Information provicieci to it by the City as confidential and shall not disclose any such "Information
to any third party without the prior written approval of the City.
Notwithstanding the 'foregoing,, Consultant understands and agrees, that the City, is a
public entity under the laws, of the State of Texas, and as such, is subject to various Public
information laws, and regulations, including, but not limited to, the Texas Public Information
Act, Chapter 552 of the Texas, Government Code (the "Act"). Consultant acknowledges that,
under the Act, the following 'information is subject to disclosure.- 1) all documents and data held
by the City, including, Infoln-nation obtained I t trom the Consultant, and 2) information held by the
Consultant for or on behalf of City that relates to the transaction of City's business and to which
City has a6ght of access,. If the City receives a request for any d. cuments that may reveal any of
Consultant's proprietary information under the Act, or by any other legal process, law, rule, or
judicial order by a court of competent jurisdiction, the City will utilize its blest efforts to notify
Consultant prior to disclosure of such documents. The City shall not be liable or responsible in any
way for the disclosure of ini"Ormation not clearly marked as "Proprietary Confidential
Professional Services Agreement with Mercer Personnel Managernent Center LL C. Page 5 of 17
Information" or if disclosure is required by the Act or any other applicable law or court order. In
the event there is a request for such information, it will be the responsl'bility of Consultant to
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submit reasons objeefing to disclosure. A determination on whether such reasons are sufficient
will not be decided by the City, but by the Office of the Attorney General of the State of Texas or
by a court of competent, urisdiction..
9 Insurance. During the term of this Agreement, Consultant shall procure and maintain at
all times, in lull force and effect, a pollicy or policies of insurance that provide the specific
coverage set forth in this Section as well as any and all other public risks, related to Consultant's
performance of its obiligations under this Agreement. Consultant shall specifically obtain the
following types, of insurance at the following limits:
lerrors & Omissions (Professional Liabil
1 1
If coverage is written on a clairns-maue t)as.-, the retroactive date shall be coincident
with or rior to, the date of the contractual agreement. The certificate of insurance
shall state that the coverage is clairnsmade and include the retroactive date. The
insurance shall be maintained for the duration of" the contractual agreement and for
five (5) years following completion of the service provided under the contractual
agreement or for the warranty period, whichever is longer. An annual certificate of
insurance submitted to the City shall evidence coverage. Coverage shall be in the
following amounts*.
(1) $1 1000,000.00 im,
per occurrence or claim.
(2) $1,0010,000.00 aggregate
Consultant shall promptly provide the City with certificates of insurance that verify Consultant's
compliance with the insurance requirements of this Agreement. The City's Risk Manager shall
have the right to review and evaluate Consultant's, insurance coverage and to make reasonable
requests or revisions pertaining to the types and limits of that coverage. Consultant shall comply
with such requests or revisions as a,condition precedent to the effectiveness of this Agreement.
10. Assienment. Consultant shall not assign or subcontract all or any part of its rights,
Professional Services A
I gi-eement with Mercer Personnel Management Center LLC. Page 6 of 17
privileges,, or duties, -under this Agreement without the prior, written consent of City. Any
attempted assignment of subcontract without the City's prior written, approval shall be void and
constitute a breach of this Agreement.
If City grants, consent to an assignment, the assignee shall execute a written agreement
with the City and the Consultant under which the assignee agrees to be bound by the duties and
obligations of Consultant under thl's Agreement. The Consultant and Assignee shall be jointly
liable for all obligations under this Agreement prior to the assi.griment. If the City grants consent
to a subcontract, the subcontractor shall, execute a written, agreement with the Consultant
referencing this Agreement under which the subcontractor shall agree to be bound by the duties
and obligations of the Consultant under this Agreement as such duties arid obligations may
apply. The Consultant shall provide the City with a fully executed copy of any such subcontract.
11. Com I
-phance w*th Law. Consultant its officers, agents, servants,,, employees, and
subcontractors, shall abide 'by and comply with all laws, federal, state and local, including all
ordinances, rules and regulations of City. It is agreed and understood that, if City calls to the
attention of Consultant any such violation on the part of Consultant or any of its officers., agents,
servants, employees, or subcontractors, then Consultant shall immediately desist frog and
correct such violation.
12. N on-Discri minat'Ion., In the execution, pe rformance., or man of
attempted perforce this
Agreement, Consultant will not discriminate against nst any person or persons because of disability,,
age, familial status, sex,, race, religlon, color, national origm, or sexual orientation., nor will
Consultant permit its officers,, agents,, servants, employees, or subcontractors to engage in, such
discrimination.
'his Agreement is made and entered into with reference specifically to Chapter 17,
Article 111, Division 3, of the City Code of the City of Fort Worth ("Discriminat'Ion in,
Employment Practices"'), and Consultant hereby covenants and agrees that Consultant, its
agents, employees, and subcontractors have fully ully complied with all provisions of same
and that no employee or emp]oyee-appil i cant has been discriminated against by either, Consultant,
Professional Services Agreement with Mercer Personnel Managemerit Center 1,11C. Page 7 of 17
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its officers, agents,, employees, or subcontractors.
13. Rth!ht to Audit, Consultant agrees that the arty shall, until the expiration of three (3)
years after final payment under this Agreement, have access, to and the right to examine any
directly pertinent books, documents,,, papers and records of the Consultant, involving transactions
relating, to this Agreement. Consultant agrees that the City shall have access during normal
working hours to all necessary Consultant facilities and shall be provided adequate and
appropriate workspace in order to conduct audits in compliance with the provisions of this
section. "The City shall give Consultant reasonable advance notice of intended audits.
Consultant further agrees to include in all. of its subcontractor agreements, hereunder a
provision to the effect that the subcontractor agrees that the City shall, until the expiration, of
three (3) years after final payment under the subcontract,, have access to and-the right to examine
any directly pertinent books,, documents, papers and records of such subcontractor involving
transactions to the subcontract, and further that City shall have access during normal working
hours to all subcontractor facilities and shall be provided adequate and appropriate workspace in
order to conduct audits 'in compliance with the provisions of this section.. City shall give
subcontractor reasonable advance notice of intended audits.
This section shall survive the expiration or termination of this Agreement.
14. Fiscal Fun din In the event no funds or insufficient funds are appropriated by the City
in any fiscal period for any payments hereunder, City will notify Consultant of such occurrence
and this Agreement shall terminate on the last day of the fiscal period for, which appropriations,
were received without penalty or expense to City of any kind whatsoeverl, except as to the
portions of the payments herein agreed upon I.,or which funds shall have been appropriated.
15. Venue and Jurisdiction, Should any action,, whether real or asserted, at law or in equity.,
arise out of the execution, performance, attempted performance of this Agreement, venue for
said action shall lie in "J'arrant County, Texas.
Professional Services Agreement with Mercer Personnel Management Center L.LC., Page 8 of 17
16. Nofices. Notices to be provided hereunder shall be sufficient if forwarded to the other
Party by hand delivery or via U.S. Postal Service certified mail, postage prepaid, to the address
of the other Party shown below:
Susan Afar is,1 Assistant City Manager Jerald W. Bailey
City of Fort Worth Mercer Persionnel Management Center. I
10010 Throckrnorton, St. 3 011 Sable Creek
Fort Worth, Texas 76102 San Antonio, Texas 78259
(817) 3912-611 210) 526-9789
17. Sofict"taflon of Employees. 'The Consultant shall not, during the to of this,, Agreement
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and additionally for a period of one year after its terminatiOn", solicit for employment or employ,
whether as employee or independent contractor, any person who is or has been employed by the
City during the to of this Agreement, without the prior written consent of the City.
18. Non-Waiver. The failure of either Party to insist upon the performance of any to or
I I
provision of this Agreement or to exercise any right herein conferred shall not be construed as a
wai ver or relinquishment to any extent of City's, or Consultant's right, to assert or rely on any
such term or right on any future occasion.
19. Disclosure of Confficts: Consultant hereby warrants to the City that Consultant has
made full disclosure in writing of any existing or potential conflicts of interest related to
Consultant's provision of-the Services. In the event that any conflicts of interest arise after the
execution of this Agreement, Consultant hereby agrees to make full disclosure to the City in
writing immediately upon lea In of such conflict.
4, -
20. Minorifty and Woman Business Enter,prise P .4 a 0 aton. In accordance with the City
Code, the City has goals for the participation of diversity business enterprises in City contracts.
Consultant acknowledges the goal established for this Agreement and its commitment to meet
that goal. Any misrepresentation of facts (other than a negligen,t misrepresentation) and/or the
Commission of fraud by Consultant may result, in termination of this Agreement and debarment
from participating in City contracts for a period of time of not less than t e,e (3) years.
21. C'rovern mental Powers. Both Parties agree and understand that the City does not waive
Professional Services Agreement with Mercer Personnel Management Center LLC. Page 9 of 17
or surrender any of its governmental powers by execution of this Agreement.
22. Severabili If any provision of this Agreement is held to: be invalid, 'Illegal or
0 0
unenforceable,, the validity, legality and enforceability of the remaining provisions shall not in
4,
any way be affected or impaired.
2 e Ma' .1 1
jeure. If either Party is unable, either in whole or part, to ffilfill its obligations
under this Agreement due to acts of God; strikes, lockouts, or other industrial disturbances; acts
of public enernies'. wars., bloc�kades,, insurrections, ri,otsl,, epidemics', public health crises,
earthquakes, fires,, floods, restraints or, prohibitions by any court, board, department,
commission, or agency of the Unite d States or of any state, declaration of'a state of disaster or of
emergency by the federal, state, county, or City government in accordance with applicable law;
issuance of a Level Orange or Level Red Alert by the United States Department of Homeland
Security;, any arrests and restrai,nts'; civil disturbances-, or explosions", or some other reason
beyond the Party's reasonable control (collectively, "Force Majeure Event"), the obligations so
affected by such Force Majeurre Event will be suspended only during the continuance of such
event.
24. Heath not Contro Headings and titles used in this Agreement are for reference
purposes: only and shall not be deemed a part of this Agreement.
25. Review of Counsel. The Parties acknowledge that each Party has had the opportunity for
its counsel to review and revise this Agreement are that the nonnal rules of construction to the
effect that any ambiguities, are to be resolved against the drafting party shall not be employed 'in
the interpretation of this Agreement or exhibits hereto.
26. Amendment. No an-iendment, modification, or alteration of the terms oft is Agreement
shall, be binding unless the same is in writing, dated subsequent to the date hereof, and duly
executed by the parties hereto.
27. Signature Au,th . The person signing this Agreement hereby warrants that he or she
Pr fess,ional Services Agreement with Mercer Personnel Management Center LLC. Page 10 of 17
has the legal authority to execute this Agreement on behalf of his or her respective Party, and
I ' inance r other
that such binding authority has, been granted by proper order, resolution', or d* o
authorization of the entity. The other Party is fully entitled to rely on this warranty and
representation in entering into this Agreement.
28. Entire reement. This written instrument (together with any attachments, exhibits,
0
and appendices) constitutes the entire understanding between the Parties conceming the work
and services, to be performed hereUnder, and any prior or contemporaneous, oral or written
agreement that purports to vary from the terms hereof shall be void.
EXECUTED in multiple originals on this, the day of A;*+tst I too. 2013.
CITY OF FORT WORTH, TEXAS MERCER PERSONNEL MANAGEMENT
CENTER LLC
us Alanis Jerat Bailey
Assistant City Man -gr Seniaice President
Date Signed: 3 Date Signed
: 41 0-161"
AT"fEST.- WITNESS:
_j
Mary J. Kays
City Secretary 9 RN4
APPROVED AS TO FORM 04
Tammy J Rios
MY COMMiUion Expires
A. 1_'J'G LITY:
06/11512015
OF
Denis C. McE r
Assistant City tt orney
No M&C Required
0"IFFICIAL RECORD
CITY SECRETARY
Professional Services,Agreement with Mercer Personnel Management Centel*LIX. Fte WORTHj TX Page 11 of I i
EXHIBIT A
SCOPE OF SERVICES
Overview
Consultant will assist the City in conducting an efficient, deliberate recruiting and negotiation
process for a new Chief Financial Officer.
® Task 1, —Establishing 'I"'Imetable
M Task 2—Pro.file Development,
■ Task 3 — Recruiting
■ Task 4—Preliminary Screening
0 Task 5 — Finalist Interviews
0 Task 6—Negotiation and Foillow-Up
Task 1, —Establishing Timetable
Task Summa!2LI.
Establish a timetable for completing the recruiting and hiring process.
Consultant's Duties*
Consultant will work with assigned City staff to determine timeframes, for completing all
tasks associated with the Service.
1 Partic* n Reguired:
The City will, at a mini' um, assign personnel from the City Manager's Office". Financial
Management Services Department, and Human Resources. Department to review., revisel
and finalize timetable.,
Task 2 —Position Profile Development
Task Summa
Develop profile describing the job duties, required qualifications.,, selection criteria, and
complensation/relocation package for the position of the Chief Financial Officer.
0
Consultant's Duties.,
will:
willo.
Conduct on-site interviews and needs assessment in City offices for a period of up
to-three days.
Consult with City staff in the City Manager's Office and Financial Management
Services Department as well as other identified stakeholders to learn role and
function of the Director of ',Financial Management Services/Chief Financial
Professional Services Agreement with Mer cer Personnel Managemetit Center LLC. Page 1 2 of 1'/
Officer in relation to the City"s, visio,n/missio n statements, goals and objectivesl
short and to -terns needs and issues., and organizatIonal/managerial structure as
well as any specifically required critical qualifications.
Develop fan i,illarity with all routine or required processes of% the Financial
Management Services Department, including, but not limited to finance,
accounting, treasury, budgeting and research, purchasing,, risk management and
other divisions designated by the City Manager's O�ffice
Work with City Manager's Office to develop and finalize the relocation and
compensation package for the position.
Prepare and submit to the City Manager's Office a draft Position Prot"ile to
I:nclude, at a minit'numl the following information job descr�iptionl
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compensation/relocation package, criteria to be used in screening process, (e.g.,
education, technical knowledge, experience., accomplishments, management style,,,
personal traits), and l ackground information about the City.
I
Coordinate wi,th City Manager's Oiffice to revise and finalize Position Profile.
0
Dell"verable.- Finalized Position Profile.
CIP #
iy P,arficl*p oin Reguired.,
The City will assign personnel from the City Manager's Office, Financial Management
Services Department and Human Resources Department to provide background data(e.g.,
budget, organization charts, pens,ion mid benefits, infoi-Mation) and cooperate in
development of the Position Profile.
Task 3—Recrul*flng
Task Summa!:L.
Consultant will conduct advertising and outreach to create awareness of the Position
Profile among, a broad pool of qualified candidates, and to encourage submission of'
applications for the position.
Consultant's DI'luties0 t
Consultant will.-
Employ a multitude of online, print and 'inter ersonal sources to create a wareness
P I I
of the Position Profile among likely pools of qualified candidates.
At a minimum, advertise the Position Profile using print and electronic resources
of'pub,lic and private sector groups that cater to finance, treasury,, accounting, and
other public sector professionals, and job seekers including, where practicable
within the constraints of the budgeted allocation for advertising, the Association
Professional S is Agreement with Mercer Personnel Management Center LL C. Page 13 of V7
for Financial Professionals, the Government Finance Officers Association; the
Govemillent Finance Officers Association of 'Fexas; the Asian Finance Society;
the Association of Latino Professionals in Finance and Accounting; the Financial
Women's Association-, the National Association of lack Accountants, Inc.; the
American Ac,counti,ng Association; the Association of Government Accountants
(AGA)- the National Association of State Auditors, Comptrollers and Treasurers
the Association of Public Treasurers of the US & Canada; the Government
Treasurers' Organization of Texas-, the International City/County Management
Association (ICMA); the National League of Cities; the Hispanic Human
Resources Network; the National Society for Black Public Administrators;
Ascend/the National Asian American Society of Accountants; the American
Society of Public Administration; the Big Four Accounting Group; the Certified.
Public Accountant Group- the Asian American Government Executives Network--
the Texas Municipal League, the Texas Workforce Commission; the Mercer
I ry
Group of site,; the Municipal Managers Group, the rie i"exas City, Management
Association; and Linkedi.n.
Communicate with City staff and Consultant's contacts in public and private
sector finance and accounting as well as public sector management to identify
potential, a licants and extend invitations to apply to identified individuals,
including making personal telephone calls to qualified but potentially reluctant
candidates (passive candidates).
Provide periodic updates to City staff, describing the progress on the recruitment,
and specific steps to be taken to meet the City's deadlines.
Respond to inquiries from potential candidates.,
A
Cl!y PaKficipation icequired.
The City will assign personnel from the City M anager's, Office, Financial Management
Services Department, and Human 'Resources Department to suggest potential individual
candidates as well as alternate methods, of reaching, out to pools of qua,lified potential
candidates.
Task 4—Prell"mi*nary Screeni*ng
Task Summan.:
Conduct resume reviews and prel,iml'nary interviews to identify the most promising
candidates and recomi-nend finalists for follow-up interviews by City.
Consultant's Duti"es'.1.
The Consultant will.-
Receive appl*ications, from interested candidates.
III I
Eliminate candivates who do not meet the minimum calif cati oils specified in
Professional.Services Agreement with Mercer Personnel Managenient Center LLC. Page 14 of 17
the Position Profile.
Conduct preliminary telephone interviews with promising qualified
candidates.
Analyze candidates based on written ap lication, preliminary telephone
interviews,, and Consultant"s independent knowledge, comparing each
applicant's background and experience against the Position Profile selection
criteria in order to identify qualified candidates.
Identify prospective candidates who most closely match the criteria in the
Position Profile and personally talk with eac m
h, closely exaining experience,,
qualifications and achievements 'in view of the selection criteria and
Consultant's Professional expertise.
Prepare a Report on Leading Candidates, with concise Information on each
promising candidate, describing educational and. employment background and
experience and outlining how each rates agai,I nst the selection, criteria from the
Position Profile with recornmendations on which candidates to consider as
finalists, The report will include, but not be limited to, the following
information fior each candidate being recommended to the City: 1) present
position, 2) total years' experience, 3)1, salary requirements., 4) education, 5)
Previous Positions held, 6) ,notable projects, 7) management style, 8) skills, and
abillties, 9) interests, and I 0)1 ,professional, goals.
Acknowledge all resumes received and keep ca dictates informed of their
status.,
Respond to candidate inquiries.,
Following the selection of the finalists by City, notify all candidates not
recommended for personal interview.
Provide periodic updates to City staff, describing the progress on the
recruitment, and specific steps to be taken to meet the City's deadlines.
1,
Deliverable.- Report on Leaoing, Candidates.
City Participation Ile gu ire d:
The City will assign Personnel from the City Manager's Office, Financial Management
Services Department, and Human Resources Department to review and discuss Report on
Leading Candidates and identify finalists, to be invited for interview at the City.
Task 5—Finalist Interviews
Task Sum.ma!2:�.
Coordinate and assist with on-site interviews of selected finalists at City offices and
conduct reference checks on recommended and first-alter-iate candidates.
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consultant's.Vines
.,
Consultant will:
Provide recommendations regarding timing, sequencing, location, setting,,,
format, and conduct of interviews with finalists.
Coordinate scheduling of all finalist candidate 'interviews with City staff.,
Offer insights and recommendations, if' requested, in City's selection of a
recommended and first-alternate candidate for the, position of Director of
Financial Management Services Chiefs Financial Officer.
After the Went ifficatilon of a recommended and first alternate candidate,,, obtain
key re:erenees from each candidate, including supervisors, p,eers and
subordinates.
Make detailed and extensive reference checks, speaking directly to identified
references and individuals who are now or have previously been in positions
to evaluate the candidate.
Verify past employment difficulties, if any, including any legal action filed by
or against former employers in relation to the candidate.
If the City is not satisfied with, the options available after completion. of the
interviews,, further analyze what characteristics are missing from the pool of
existing candidates and re-linitiate the search process with no further charge
other than. Reimbursable Expenses.
Deliverables.- Insights and recommendat'Ions 1f requested) and Results of Reference
Checks.
C*!y Part c"p
1 1 ation Regured-
City will:
Assign personnel from the City Manager's Office, Financial Management
Services Department.
,, and I-Itimian Resources Department to assist with
coordination of the interviews.
Conduct finalist interviews.
Verify finalist candidates,' undergraduate and graduate college degrees,, arrange
for credit col ecks,
criminal background checks (federal, Texas, and current state of
residence), and a driving history report (Texas and current state of residence) on
each finalist candidate.
Be responsible for paying any reimbursable travel-related costs that are to be
p 'ded to the 'rinalists.
provided
Select a recommended and first-alternate candidate for the position of Director of'
Professional Services Agreement with Mercer Personn.cl Management Center LLC. Page 16 of 1'/
Financial Management Services/Chief Financial Officer or, if no suitable option is,
10
presented, work with Consultant to ascertain what characteristics are missing
from the pool of existing candidates.
Task 6—Negotiation and Fol'l'ow-Up
Task Summa
Assist in negotiations with recommended and/or first-altemate candidate as appl,ic,able.
Consultant's Duties:,
Consultant will
If requested, assist in negotiating -final details of the compensation and relocation
package, benefits, and other conditions of employment with the recommended
and/or first-altemate candidate as applicable.
If no agreement can be reached with the recommended or first-alternate candidate,
as applicable, continue to work with the City Staff to select an alternate candidate,
including conducting, additional recruiting and screening efforts, if required, at no
additional cost to the City other than Consultant's Reimbursable Expenses,
Following the employment of a new Chief Financial Offlicer, provide periodic
follow-up communication with the selected individual and the City Manager's
Office during the first year of' employment and make recommendations for
adjustments as needed.
If the selected candidate leaves, the City's employment prior to the first
anniversary of his/her first date of empiloyment, conduct a new search process, at
no additional cost to the City other than Consultant's, Reimbursable Expenses,
City
''"art** paction Re u*red:
The City will direct negotiations, cooperate with first-year follow-up, and participate in a
new search process, 'if required.
Profiessional Services Agreement with Mercer Personnel Management Center LLC. Page 1 7 of I'Y