HomeMy WebLinkAboutContract 48121-AD5 Q� A 4Ai s 6
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NOV 2} 2011 CITY SECRETARY S
o Addendum No. 5 CONTRACTNO. a�-
� CIZ`(OF FORT WnR1H ti
CIN5RCRETAR`f �D Statement of Work
This A - Statement of Work(SOW) is made as of this day of November
2017, under-the terms and conditions established in the MASTER PROFESSIONAL
SERVICES AGREEMENT between the City of Fort Worth ("City") and Mackenzie Eason
&Associates, LLC ("Consultant"), the same being Fort Worth City Secretary Contract No.
48121 (the "Master Agreement" or "MSA").
This Statement of Work is made for the following purposes, consistent with the services
defined in the Master Agreement: recruitment and hiring of a new Director for the City of
Fort Worth Fire Department (the "Fire Chief Search"). In particular, Consultant shall
perform those functions identified below in the Scope of Services, as such services are
more fully detailed in the MSA.
Section A. Scope of Services
a) Comprehensive organizational and position analysis
b) Market analysis and creation of a candidate specification
c) Candidate identification and assessment
d) Candidate selection and interview process
e) Offer and negotiation process
f) Integration of candidate into position
g) Final report
Key Tasks:
Deliverables and/or other results of services: Successful Hire of the Fire Chief
Section B. Schedule: To begin immediately and conclude by June 30, 2018.
Section C. Compensation, Reimbursable Expenses, and Billing Terms: Processing and
payment of Fees and Reimbursable Expenses, including the structure of payments and
invoicing therefor, shall be in accordance with the Master Professional Services
Agreement. The total Fee to be paid to Consultant for the Fire Chief Search shall be a
percentage of the compensation for the selected candidate calculated in accordance with
the final paragraph of Section 3.4 of the Master Agreement. The Fee shall be payable in
three installments, which shall be due as follows:
o $11,000.00, on execution of this SOW:
o $11,000.00, on the date on which Consultant presents City with written
notice and information for the initial slate of candidates
* the balance of the Fee, seven days after the date on which the selected
candidate first reports for work at the City
Section D. City's Responsibility: City shall provide all requisite data needed by Consultant
to perform a diligent search for a viable candidate.
Page 1 of 2
Addendum No. 5
Fire Chief SOW
Section E. Other Provisions: None.
This SOW may be executed in one or more counterparts, each of which when so executed
and delivered shall be considered an original, but such counterparts shall together
constitute one and the same instrument and agreement. Any signature delivered by a
party by facsimile or other electronic transmission (including email transmission of a
portable document file (pdf) or similar image) shall be deemed to be an original signature
hereto.
Executed in multiple originals on this the,:�:;)J ay of November 2017.
CITY OF FORT WORTH, TEXAS: MACKENZIE EASON & ASSOCIATES, LLC
By: � ,.. By;
Name: Valerie Washington e: Darien George
Title: Assistant City Manager Title: Managing Partner
Date: I 1-6I Date: —11/15/2017
r` F R ; .
ATTEST-
.J1
i
By: U
Na e: Mary er k
Title: City S JE
TEX�. `
APPROVED AS TO FORM
ANiTY:
r
Sy.
dame: nis . McElroy
Title: Assistant City Attorney
Page 2 of 2
Addendum No. 5
Fire Chief SOW
Contract Compliance Manager:
By signing I acknowledge that I am the person responsible
for the monitoring and administration of this contract, including
ensuring all performance and reporting requirements.
Mame of F:mi)11.1cc/.'i'lnature -VLIP rl
Assistant HR Director
Title
This form is N/A as No City Funds are associated with this Contract
Printed Name Signature
CERTIFICATE OF INTERESTED PARTIES
FORM 1295
1 :
Complete Nos.1-4 and 6 if there are interested parties. OFFICE USE ONLY
Complete Nos.1,2,3,5,and 6 if there are no interested parties. CERTIFICATION OF FILING
1 Name of business entity filing form,and the city,state and country of the business entity's place Certificate Number:
of business. 2016.70481
Mackenzie Eason&Associates LLC
Fort Worth,TX United States Date Filed:
2 Name of governmental entity or state agency that is a party to the contract for which the form is 06/14/2016
being filed.
City of Fort Worth Date Acknowledged:
3 Provide the identification number used by the governmental entity or state agency to track or identify the contract,and provide a
description of the services,goods,or other property to be provided under the contract.
0000038860
Executive Search and Consulting
4 Nature of interest
Name of Interested Party City,State,Country(place of business) (check applicable)
Controlling Intermediary
George,James Fort Worth,TX United States X
5 Check only if there is NO interested Party. ❑
6 AFFIDAVIT I swear,or affirm,under penalty of perjury,that the above disclosure is true and correct.
TIMOTHY CHRISTOPHER O'SULLIVAN.III
a Notary Public, State of Texas
My Commission Expires
Januar
Y 12, 2019 Signature jaf aujhoriz ntracting business entity
t
AFFIX NOTARY STAMP/SEAL ABOVE
Sworn to and subscribed before me,by the said �Yt this the ',Z day of 16 he-
;Signat
ertify which,witness my hand and seal of office.
I I 4A (�, G — . } I Vfficer dministeri Printed n`arrJ of officer adrilinistering oath Title of officer admini tering oath
Forms provided by Texas Ethics Commission www.ethics.state.tx.us Version V1.0.1021
City of Fort Worth, Texas
Mayor and Council Communication
COUNCIL ACTION: Approved on 8/212016
DATE: Tuesday, August 2, 2016 REFERENCE NO.: **C-27827
LOG NAME: 14MACKENZIEEASON
SUBJECT:
Authorize Execution of a Master Professional Services Agreement with Mackenzie Eason &Associates
LLC, in an Amount Not to Exceed $250,000.00 Annually for Recruitment Services for City Departments
(ALL COUNCIL DISTRICTS)
RECOMMENDATION:
It is recommended that the City Council authorize the execution of a Master Professional Services
Agreement with Mackenzie Eason &Associates, LLC, in an amount not to exceed $250,000.00 annually
for recruitment services for City departments.
DISCUSSION:
The City of Fort Worth uses a variety of vendors for recruitment services annually. Firms like Strategic
Government Resources are used when recruiting positions that require Municipality
experience. Currently, Human Resources has determined that 75 percent of the employees hired at the
City of Fort Worth come from the private sector. It is therefore recommended that the City utilize the
services of a private sector executive search firm to assist with providing adequate pools of qualified
private sector candidates for positions that are difficult to fill each year in various departments. All
recruiting fees would be approved by the appropriate Assistant City Manager and Department Director,
and charged to the department for which the search is being performed.
In 2015, Mackenzie Eason &Associates LLC (Mackenzie Eason &Associates), a local executive search
firm, was first contracted to handle a national search for an Assistant Director position in Human
Resources. In 2016, they were contracted to find four positions within Financial Management Services
that were difficult to fill. In each instance, the level of service and capability of finding passive candidates
was noted by the departments and candidates. Mackenzie Eason &Associates has demonstrated they
have in place the strategy, personnel, experience and network to effectively conduct the executive search
services. Authorizing a Master Services Agreement with Mackenzie Eason &Associates allows every
department to utilize these services, eliminates the need for departments to enter into individual contract
Agreements, and provides consistent services on a non-exclusive as needed basis.
M/WBE OFFICE -A waiver of the goal for MBE/SBE subcontracting requirements was requested by the
department and approved by the M/WBE Office, in accordance with the BDE Ordinance, because the
purchase of goods or services is from sources where subcontracting or supplier opportunities are
negligible.
TERM -This Agreement shall be effective upon execution and shall remain in effect for one year from the
date of execution.
RENEWALS -This Agreement may be renewed at the City's option for four consecutive terms of one year
each. This action does not require specific City Council approval provided that sufficient funds have been
Logname: 14MACKENZIEEASON Page 1 of 2
appropriated during the renewal terms. The pricing during any renewal term shall not exceed five percent
of the previous years' pricing.
FISCAL INFORMATION / CERTIFICATION:
The Director of Finance certifies that funds are available in the current operating budget, as appropriated,
of the participating departments and that prior to an expenditure being made, the participating department
has the responsibility to validate the availability of funds without exceeding existing appropriations.
FUND IDENTIFIERS (FIDs):
TO
Fund Department ccount Project Program ctivity Budget Reference # Amount
ID ID Year (Chartfield 21__
FROM _
Fund Department ;Account Project roP ;A
grarnActivity Budget Reference # moun
ID ID j ( Year (Chartfield 2)
CERTIFICATIONS:
Submitted for City Manager's Office by: Susan Alanis (8180)
Originating Department Head: Brian Dickerson (7783)
Additional Information Contact: Nathan Gregory (7847)
ATTACHMENTS
1. 14MEA Waiver.pdf (CFW Internal)
2. Form 1295 Mackenzie Eason.pd (Public)
3. Mackenzie Eason SAM Search.pdf (CFW Internal)
Logname: 14MACKENZIEEASON Page 2 of 2