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HomeMy WebLinkAboutContract 54728-AD2City Secretary Contract No. 54728-AD2 ADDENDUM NUMBER 2 TO CITY SECRETARY CONTRACT NUMBER 54728 A PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF FORT WORTH AND STRATEGIC GOVERNMENT RESOUCES, INC. This ADDENDUM NUMBER 2 TO CITY SECRETARY CONTRACT NUMBER 54728 ("Second Addendum") is made and entered into by and between the City of Fort Worth ("City"), a home -rule municipal corporation of the State of Texas, and STRATEGIC GOVERNMENT RESOURCES, INC. ("Consultant"), a Texas corporation. WHEREAS, the City and Consultant entered into a Professional Services Agreement for Consultant to provide City with professional development and training services, City Secretary Contract Number 54728 ("Agreement"); and WHEREAS, City and Consultant executed Addendum Number 1 to add additional services to the Agreement; and WHEREAS, City and Consultant renewed the Agreement for the First and Second Renewals Terms; and WHEREAS, City and Consultant desire to add the additional services and project described herein to the Agreement; NOW THEREFORE, City and Consultant, acting herein by and through their duly authorized representatives, enter into the following agreement which amends City Secretary Contract No. 54728: 1. Exhibit "A" of the Agreement is amended to add the information in Exhibit "A" of this Second Addendum, which is attached hereto and incorporated herein by reference for all purposes. 2. a. All other provisions of City Secretary Contract Number 54728 which are not expressly amended herein, shall remain in full force and effect. b. All terms in this Second Addendum that are capitalized, but not defined, shall have the meanings ascribed to those terms in City Secretary Contract Number 54728. OFFICIAL RECORD CITY SECRETARY Addendum Number 2 to City Secretary Contract No.54728 FT. WORTH, Tx Page 1 of 2 IN TESTIMONY WHEREOF, the City and Consultant have executed this Second Addendum to be effective on the date signed by the City's Assistant City Manager. CITY OF FORT WORTH Dana BG1i'GllldoAE Dana Burghdoff(Ju ,202316:00 CDT) Dana Burghdoff Assistant City Manager Date: J u 117, 2023 Recommended by: i7eim /f bbevtl kl- Jennifer H. oberts for (Jul17, 202314:38 CDT) D.J. Harrell Director, Development Services Dept. Approved as to Form & Legality: .9� Richard A. McCracken (Jul 17, 2023 14:51 CDT) Richard A. McCracken Sr. Assistant City Attorney M&C No. N/A Form 1295: N/A ATTEST: Jannette Goodall City Secretary PP°XY� vmo�8o FOR o 'I **o �moddp aaaab oE00000 CONSULTANT Strategic Government Resources, Inc. Mike Mowery (Jul 17, 2023 14:07 CDT) Mike Mowery President Date: J u 117, 2023 Contract Compliance Manager: By signing, I acknowledge that I am the person responsible for the monitoring and administration of this contract, including all performance and reporting requirements. wul --s6ap EEfinelrAL-S- Janie Scarlett Morales (Jul 17, 2023 14:39 CDT) Name: Janie Scarlett Morales Title: Development Manager OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Addendum Number 2 to City Secretary Contract No.54728 Page 2 of 2 EXHIBIT A Proposal for: DiSC Assessments & DiSC Results Interpretation Session City of Fort Worth, Texas July 13, 2023 This proposal is valid for 90 days Strategic Government Resources P.O. Box 1642, Keller, Texas 76244 Office: 817-337-8581 Mike Mowery, President of Leadership Development & Strategic Foresight MMowerv@GovernmentResource.com SGR a Table of Contents 1. Company Profile 2. Investing in Leadership Development 3. Service Details 4. Logistical Information 5. DiSC Results Interpretation Session Facilitator 6. SGR Leadership Development Facilitators 7. Professional Services Fees & Estimated Travel Expenses 9. Appendices: [Intentionally Ommitted] Company Profile Strategic Government Resources, Inc. (SGR) incorporated in Texas in 2002 to help local governments become more successful by Recruiting, Assessing, and Developing Innovative, Collaborative, and Authentic Leaders. SGR is fully owned by Ron Holifield, who spent two high - profile decades in city management and served as the City Manager for several local governments. SGR's business model is truly unique. Although we are a private company, SGR operates like a local government association. Most of SGR's principals are former local government officials, allowing SGR to bring a depth of local government expertise to every project that no other firm can match. SGR's Core Values are Customer Service, Integrity, Philanthropy, Continuous Improvement, Agility, Collaboration, Protecting Relationships, and the Golden Rule. SGR is a full -service firm, specializing in executive recruitment, interim placements, online training, onsite training, leadership development, psychometric assessments, strategic visioning retreats, one-on-one employee coaching, and other consulting services. SGR's services are designed to promote innovation, team building, collaboration, and continuous improvement in local governments. SGR has approximately 700 local government clients in 47 states across all our business lines. SGR has 39 full-time employees, 3 part-time employees, 21 recruiters, 20 facilitators, and multiple consultants who function as subject matter experts on a variety of projects. SGR's has corporate headquarters in the Dallas/Fort Worth Metroplex, as well as virtual offices in the following states: California, Florida, Minnesota, New York, North Carolina, Ohio, Oklahoma, and Oregon. View all SGR team members and bios at: https://sgr.pub/MeetTeamSGR To help your people achieve greatness... prepare them BEFORE you promote them. SGR understands that creating a leadership development pipeline, a strong overall succession plan, and a healthy culture for your organization is a high priority. Let us help you promote team engagement and provide team members with training and professional development opportunities that are tailored to specifically meet the needs of local government. We appreciate the opportunity to help you strengthen your training and leadership development programs! Sincerely, Ron Holifield CEO of Strategic Government Resources `a Why Invest in Leadership Development? Leadership Development focuses on the competencies needed for upper -level managers and senior executives who have the responsibility of shaping the organization's culture and systems to facilitate excellent performance. Leadership Development events help leaders navigate how they can effectively shape and mold the future. How Do Live Training Events Work? SGR's Leadership Development Events are highly customizable and can be tailored to meet the specific needs of your organization. Certain needs may simply require a customized agenda while others may require confirming other specifics such as preferred topic, duration, target audience, intended outcomes, budget, and more. SGR organizes its catalog by "format", which simply indicates the intended event experience. Available formats include the following: • Retreats for elected officials • Workshops for Management Teams • Executive Book Briefings • Round -Table Discussions on Values -based Leadership • Strategic Foresight Workshops • Servant Leadership Conferences • Executive Coaching and Mentoring Whether you are interested in scheduling a retreat, workshop, executive book briefing, or other available service, SGR will work with you to create an agenda that fits your needs. 9 Service Details Service Quantity Length Facilitator Date & Time Location Disc Assessments 43 N/A N/A N/A Delivered via Email DiSC Results 1 1 Hour Hilary August 4, 2023 Fort Worth, Interpretation Shine TX Session 10am - 11am Logistical Information Strategic Government Resources, Inc. ("SGR") City of Fort Worth, Texas ("Organization") Confirmation Email SGR will send an email to the Organization approximately 7-days prior to the scheduled session date to reconfirm date/time and location, allow for resolution of any questions, and generally ensure a smooth event. The confirmation email will also include the following: • Printed Materials. In the confirmation email, SGR will provide an electronic version of any materials that should be printed by the Organization and disseminated to participants at the beginning of the session. The Organization is responsible for printing all session -related materials and handouts. Any material sent to the Organization is considered copyright and proprietary and the Organization is expressly prohibited from saving copies of material or sharing in any way that does not pertain to this Professional Services Agreement. Internet Use & Access to YouTube, if Applicable The Organization shall provide Facilitator the option to utilize an Ethernet connection and ensure high-speed Internet access for all presentation -related needs. Additionally, as some SGR PowerPoint presentations have YouTube videos embedded to enhance Participant experience, SGR asks that Facilitator not be blocked from accessing YouTube from standard Internet restrictions that may otherwise be enforced within the Organization. If such provisions cannot be made to allow for YouTube access, the Organization acknowledges that certain parts of the session experience will be omitted completely from the curriculum, and the presentation will not be delivered as designed. Marketing and Outreach SGR reserves the right to publish the name(s) and logo(s) of the organization(s) of any participating organization. However, SGR will not share or publish any individual participant information without written consent from both the individual participant and the organization they represent. Occasionally, SGR may take photographs and/or video during SGR sessions. This agreement specifies the release of such images and/or recordings for the use of promotion and business development, which may include but not limited to, use on website and social media. These images and/or recordings may be used without compensation or additional permission. Facilitator Hilary Shine, Senior Vice President HilarvShine(cDjzovernmentresource.com f 254-654-4961 Hilary Shine recently retired from a 20-year career in city government. As an executive leader, she honed her skills in effective communications, strategic advancement, program development, performance management and team building. Now a member of the SGR Leadership Development Team, she's excited to share her experience and expertise with local governments. Hilary is a passionate community servant and has volunteered in leadership positions for local non -profits including United Way, Relay for Life and hospital, theater and education foundation boards. She is co-founder of Friends of Central Texas State Veterans Cemetery, which has ensured that every grave has been honored with a wreath each holiday season since 2006. Hilary earned a B.S. in Communications from the University of Texas at Austin and holds various certifications in leadership, management, communications and emergency response. 6 JUMEID1mMop M FACILITATORS MIKE MOWERY ARETHA FERRELL- BENAVIDES BOB LASALA ;aop N , KRISTY CARD WILL HAMPTON TRACEY MADISON ANDY DUKE AUSTIN HOLIFIELD RANDY MAYEUX S govern mentresource.com JUMEID1mMop M FACILITATORS JULIE OLDBURY TROY RIGGS TED STUDDARD ;aop FRANCES PELLEY CINDY RYAN DOUG TH S 2M OMAR REYES HILARY SHINE SCOTT WILLINGHAM S govern mentresource.com Professional Services Fees & Estimated Travel Expenses Professional Service DiSC Assessment $175 per assessment. The quantity of assessments is estimated in the proposal. The exact price will be calculated based on the actual number of participants. DiSC Results Interpretation Session $1,765 session fee, including travel Team Report No Charge Unit Price Quantity Subtotal $175 43 $7,525 $1,765 1 $1,765 $0 1 $0 9 Billing SGR will send an invoice immediately following the date of service, which can sometimes result in multiple session offerings being represented in a single invoice if the event dates are all delivered within a relatively short period of time. Payment is due within thirty (30) days of receipt. If full payment is not made by the due date, SGR reserves the right to suspend the delivery of all future events until full payment is made. Purchase Order Number If applicable, please provide the appropriate Purchase Order (PO). This PO number will be included on the invoice for services provided as part of this Professional Services Agreement. PO #: Me