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HomeMy WebLinkAboutContract 60543City Secretary ContractNo. 60543 SORTWORTHO VENDOR SERVICES AGREEMENT This VENDOR SERVICES AGREEMENT ("Agreement") is made and entered into by and betweenthe CITY OFFORT WORTH ("City"), a Texas homerule municipal corporation, andJorgenson Consulting, Inc. ("Vendor"), each individually referred to as a "party" and collectively referred to as the "parties." 1. Scope of Services. Vendor will, with good faith and due diligence, assist the City in the process of conducting a professional search to select a new Economic Development Assistant Director ("Services"), as set forth in more detail in Exhibit "A," attached hereto and incorporated herein for all purposes. 2. Term. This Agreement begins on November 27, 2023 ("Effective Date") and expires on June 30, 2024 ("Expiration Date"), unless terminated earlier in accordance with this Agreement ("Initial Term"). 3. Compensation. City will pay Vendor in accordance with the provisions of this Agreement, including Exhibit "B," which is attached hereto and incorporated herein for all purposes. Total compensation under this Agreement will not exceed Thirty -Fight Thousand Dollars ($38,000.00). Vendor will not perform any additional services or bill for expenses incurred for City not specified by this Agreement unless City requests and approves in writing the additional costs for such services. City will not be liable for any additional expenses of Vendor not specified by this Agreement unless City first approves such expenses in writing. 4. Termination. 4.1. Written Notice. City or Vendor may terminate this Agreement at any time and for any reason by providing the other party with 30 days' written notice of termination. 4.2 Non -appropriation of Funds. In the event no funds or insufficient funds are appropriated by City in any fiscal period for any payments due hereunder, City will notify Vendor of such occurrence and this Agreement will terminate on the last day of the fiscal period for which appropriations were received without penalty or expense to City of any kind whatsoever, except as to the portions of the payments herein agreed upon for which funds have been appropriated. 4.3 Duties and Obligations of the Parties. In the event that this Agreement is terminated prior to the Expiration Date, City will pay Vendor for services actually rendered up to the effective date of termination and Vendor will continue to provide City with services requested by City and in accordance with this Agreement up to the effective date of termination. Upon termination of this Agreement for any reason, Vendor will provide City with copies of all completed or partially completed documents prepared under this Agreement. In the event Vendor has received access to City Information or data as a requirement to perform services hereunder, Vendor Services Agreement OFFICIAL RECORD Pagel of 15 CITY SECRETARY FT. WORTH, TX City Secretary ContractNo. Vendor will return all City provided data to City in a machine readable format or other format deemed acceptable to City. 5. Disclosure of Conflicts and Confidential Information. 5.1 Disclosure of Conflicts. Vendor hereby warrants to City that Vendor has made full disclosure in writing of any existing or potential conflicts of interest related to Vendor's services under this Agreement. In the event that any conflicts of interest arise after the Effective Date of this Agreement, Vendor hereby agrees immediately to make full disclosure to City in writing. 5.2 Confidential Information. Vendor, for itself and its officers, agents and employees, agrees that it will treat all information provided to it by City ("City Information") as confidential and will not disclose any such information to a third party without the prior written approval of City. 5.3 Public Information Act. City is a government entity under the laws of the State of Texas and all documents held or maintained by City are subject to disclosure under the Texas Public Information Act. In the event there is a request for information marked Confidential or Proprietary, City will promptlynotify Vendor. Itwill be the responsibility of Vendor to submitreasons objecting to disclosure. A determination on whether such reasons are sufficient will not be decided by City, but by the Office of the Attorney General of the State of Texas or by a court of competent jurisdiction. 5.4 Unauthorized Access. Vendor must store and maintain City Information in a secure manner and will not allow unauthorized users to access, modify, delete or otherwise corrupt City Information in any way. Vendor must notify City immediately if the security or integrity of any City Information has been compromised or is believed to have been compromised, in which event, Vendor will, in good faith, use all commercially reasonable efforts to cooperate with City in identifying what information has been accessed by unauthorized means and will fully cooperate with City to protect such City Information from further unauthorized disclosure. 6. Right to Audit. Vendor agrees that City will, until the expiration of three (3) years after final payment under this Agreement, or the final conclusion of any audit commenced during the said three years, have access to and the right to examine at reasonable times any directly pertinent books, documents, papers and records, including, but not limited to, all electronic records, of Vendor involving transactions relating to this Agreement at no additional cost to City. Vendor agrees that City will have access during normal working hours to all necessary Vendor facilities and will be provided adequate and appropriate work space in order to conduct audits in compliance with the provisions of this section. City will give Vendor reasonable advance notice of intended audits. 7. Independent Contractor. It is expressly understood and agreed that Vendor will operate as an independent contractor as to all rights and privileges and work performed under this Agreement, and not as agent, representative or employee of City. Subject to and in accordance with the conditions and provisions of this Agreement, Vendor will have the exclusive right to control the details of its operations and activities and be solely responsible for the acts and omissions of its officers, agents, servants, employees, Vendors, and subcontractors. Vendor acknowledges that the doctrine of respondeat superior will not apply as between City, its officers, agents, servants and employees, and Vendor, its officers, agents, employees, servants, contractors, and subcontractors. Vendor further agrees that nothing herein will be construed as the creation of a partnership or joint enterprise between City and Vendor. It is further understood that City will in no way be considered a Co -employer or a Joint employer of Vendor or any Vendor Services Agreement Page 2 of 15 City Secretary ContractNo. officers, agents, servants, employees, contractors, or subcontractors. Neither Vendor, nor any officers, agents, servants, employees, contractors, or subcontractors of Vendor will be entitled to any employment benefits from City. Vendor will be responsible and liable for any and all payment and reporting of taxes on behalf of itself, and any of its officers, agents, servants, employees, contractors, or contractors. 8. Liability and Indemnification. 8.1 LIABILITY - VENDOR WILL BE LIABLE AND RESPONSIBLE FOR ANY AND ALL PROPERTY LOSS, PROPERTY DAMAGE AND/OR PERSONAL INJURY, INCL UDING DEATH, TO ANY AND ALL PERSONS, OF ANY KIND OR CHARACTER, WHETHER REAL OR ASSERTED, TO THE EXTENT CAUSED BY THE NEGLIGENT ACT(S) OR OMISSION(S), MALFEASANCE OR INTENTIONAL MISCONDUCT OF VENDOR, ITS OFFICERS, AGENTS, SERVANTS, EMPLOYEES, CONTRACTORS, OR SUBCONTRACTORS. 8.2 GENERAL INDEMNIFICATION -VENDOR HEREBY COVENANTS AND AGREES TO INDEMNIFY, HOLD HARMLESS AND DEFEND CITY, ITS OFFICERS, AGENTS, SERVANTS AND EMPLOYEES, FROMAND AGAINST ANYAND ALL CLAIMS OR LAWSUITS OF ANYKIND OR CHARACTER, WHETHER REAL OR ASSERTED, FOR EITHER PROPERTYDAMAGE OR LOSS (INCLUDING ALLEGED DAMAGE OR LOSS TO VENDOR'S BUSINESS AND ANY RESULTING LOST PROFITS) AND/OR PERSONAL INJURY, INCL UDING DEATH, TO ANY AND ALL PERSONS, AREING OUT OF OR IN CONNECTION WITH THIS AGREEMENT, TO THE EXTENT CAUSED BY THE NEGLIGENT ACTS OR OMISSIONS OR MALFEASANCE OF VENDOR, ITS OFFICERS, AGENTS, SERVANTS, EMPLOYEES, CONTRACTORS, OR SUBCONTRACTORS. 8.3 INTELLECTUAL PROPERTY INDEMNIFICATION — Vendor agrees to defend, settle, or pay, at its own cost and expense, any claim or action against City for infringement of any patent, copyright, trade mark, trade secret, or similar property right arising from City's use of the software and/or documentation in accordance with this Agreement, it being understood that this agreement to defend, settle or pay will not apply if City modifies or misuses the software and/or documentation. So long as Vendor bears the cost and expense of payment for claims or actions against City pursuant to this section, Vendor will have the right to conduct the defense of any such claim or action and all negotiations for its settlement or compromise and to settle or compromise any such claim; however, City will have the right to fully participate in any and all such settlement, negotiations, or lawsuit as necessary to protect City's interest, and City agrees to cooperate with Vendor in doing so. In the event City, for whatever reason, assumes the responsibility for payment of costs and expenses for any claim or action brought against City for infringement arising under this Agreement, City will have the sole right to conduct the defense of any such claim or action and all negotiations for its settlement or compromise and to settle or compromise any such claim; however, Vendor will fully participate and cooperate with City in defense of such claim or action. City agrees to give Vendor timely written notice of any such claim or action, with copies of all papers City may receive relating thereto. Notwithstanding the foregoing, City's assumption of payment of costs or expenses will not eliminate Vendor's duty to indemnify City under this Agreement. If the software and/or documentation or any part thereof is held to infringe and the use thereof is enjoined or restrained or, if as a result of a settlement or compromise, such use is materially adversely restricted, Vendor will, at its own expense and as City's sole remedy, either: (a) procure for City the right to continue to use the software and/or documentation; or (b) modify the Vendor Services Agreement Page 3 of 15 City Secretary ContractNo. software and/or documentation to make it non -infringing, provided that such modification does not materially adversely affect City's authorized use of the software and/or documentation; or (c) replace the software and/or documentation with equally suitable, compatible, and functionally equivalent non -infringing software and/or documentation at no additional charge to City; or (d) if none of the foregoing alternatives is reasonably available to Vendor terminate this Agreement, and refund all amounts paid to Vendor by City, subsequent to which termination City may seek any and all remedies available to City under law. Assignment and Subcontracting. 9.1 Assignment. Vendor will not assign or subcontract any of its duties, obligations or rights under this Agreement without the prior written consent of City. If City grants consent to an assignment, the assignee will execute a written agreement with City and Vendor under which the assignee agrees to be bound by the duties and obligations of Vendor under this Agreement. Vendor will be liable for all obligations of Vendor under this Agreement prior to the effective date of the assignment. 9.2 Subcontract. If City grants consent to a subcontract, the subcontractor will execute a written agreement with Vendor referencing this Agreement under which subcontractor agrees to be bound by the duties and obligations of Vendor under this Agreement as such duties and obligations may apply. Vendor must provide City with a fully executed copy of any such subcontract 10. Insurance. Vendor must provide City with certificate(s) of insurance documenting policies of the following types and minimum coverage limits that areto be in effectpriorto commencement of any Services pursuant to this Agreement: 10.1 Coverage and Limits (a) Commercial General Liability: $1,000,000 - Each Occurrence $2,000,000 - Aggregate (b) Automobile Liability: $1,000,000 - Each occurrence on a combined single limit basis Coverage will be on any vehicle used by Vendor, or its employees, agents, or representatives in the course of providing Services under this Agreement. "Any vehicle" will be any vehicle owned, hired and non -owned. (c) Worker's Compensation: Statutory limits according to the Texas Workers' Compensation Act or any other state workers' compensation laws where the Services are being performed Employers' liability Vendor Services Agreement Page 4 of 15 City Secretary ContractNo. $100,000 - Bodily Injury by accident; each accident/occurrence $100,000 - Bodily Injury by disease; each employee $500,000 - Bodily Injury by disease; policy limit (d) Professional Liability (Errors & Omissions): $1,000,000 - Each Claim Limit $1,000,000 - Aggregate Limit Professional Liability coverage may be provided through an endorsement to the Commercial General Liability (CGL) policy, or a separate policy specific to Professional E&O. Either is acceptable if coverage meets all other requirements. Coverage must be claims -made, and maintained for the duration of the contractual agreement and for two (2) years following completion of services provided. An annual certificate of insurance must be submitted to City to evidence coverage. 10.2 General Requirements (a) The commercial general liability and automobile liability policies must name City as an additional insured thereon, as its interests may appear. The term City includes its employees, officers, officials, agents, and volunteers in respect to the contracted services. (b) The workers' compensation policy must include a Waiver of Subrogation (Right of Recovery) in favor of City. (c) A minimum of Thirty (30) days' notice of cancellation or reduction in limits of coverage must be provided to City. Ten (10) days' notice will be acceptable in the event of non-payment of premium. Notice must be sent to the Risk Manager, City of Fort Worth, 200 Texas Street, Fort Worth, Texas 76102, with copies to the Fort Worth City Attorney at the same address. (d) The insurers for all policies must be licensed and/or approved to do business in the State of Texas. All insurers must have a minimum rating of A- VII in the current A.M. Best Key Rating Guide, or have reasonably equivalent financial strength and solvency to the satisfaction of Risk Management. If the rating is below that required, written approval of Risk Management is required. (e) Any failure on the part of City to request required insurance documentation will not constitute a waiver of the insurance requirement. (f) Certificates of Insurance evidencing that Vendor has obtained all required insurance will be delivered to the City prior to Vendor proceeding with any work pursuant to this Agreement. 11. Compliance with Laws, Ordinances, Rules and Regulations. Vendor agrees that in the performance of its obligations hereunder, it will comply with all applicable federal, state and local laws, ordinances, rules and regulations and that any work it produces in connection with this Agreement will also comply with all applicable federal, state and local laws, ordinances, rules and regulations. If City notifies Vendor Services Agreement Page 5 of 15 City Secretary ContractNo. Vendor of any violation of such laws, ordinances, rules or regulations, Vendor must immediately desist from and correct the violation. 12. Non -Discrimination Covenant. Vendor, for itself, its personal representatives, assigns, contractors, subcontractors, and successors in interest, as part of the consideration herein, agrees that in the performance of Vendor's duties and obligations hereunder, it will not discriminate in the treatment or employment of any individual or group of individuals on any basis prohibited by law. IF ANY CLAIM ARISES FROM AN ALLEGED VIOLATION OF THIS NON DISCRIMINATION COVENANT BY VENDOR, ITS PERSONAL REPRESENTATIVES, ASSIGNS, CONTRACTORS, SUBCONTRACTORS, OR SUCCESSORS IN INTEREST, VENDOR AGREES TO ASSUME SUCH LIABILITY AND TO INDEMNIFY AND DEFEND CITY AND HOLD CITY HARMLESS FROM SUCH CLAIM. 13. Notices. Notices required pursuant to the provisions of this Agreement will be conclusively determined to have been delivered when (1) hand -delivered to the other party, its agents, employees, servants or representatives, (2) delivered by facsimile with electronic confirmation of the transmission, or (3) received by the other party by United States Mail, registered, return receipt requested, addressed as follows: To CITY: City of Fort Worth Jorgenson Consulting, Inc. Attn: William Johnson, Assistant City Manager Todd W.S. Jorgenson 200 Texas Street Managing Director and Principal Fort Worth, TX 76102-6314 2618A Battleground Ave, #149 Facsimile: (817) 392-8654 Greensboro, NC 27408 With copy to Fort Worth City Attorney's Office at Facsimile: 336-370-6360 same address 14. Solicitation of Employees. Neither City nor Vendor will, during the term of this Agreement 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 other during the term of this Agreement, without the prior written consent of the person's employer. Notwithstanding the foregoing, this provision will not apply to an employee of either party who responds to a general solicitation of advertisement of employment by either party. 15. Governmental Powers. It is understood and agreed that by execution of this Agreement, City does not waive or surrender any of its governmental powers or immunities. 16. No Waiver. The failure of City or Vendor to insist upon the performance of any term or provision of this Agreement or to exercise any right granted herein does not constitute a waiver of City's or Vendor's respective right to insist upon appropriate performance or to assert any such right on any future occasion. 17. Governing Law / Venue. This Agreement will be construed in accordance with the laws of the State of Texas. If any action, whether real or asserted, at law or in equity, is brought pursuant to this Agreement, venue for such action will lie in state courts located in Tarrant County, Texas or the United States District Court for the Northern District of Texas, Fort Worth Division. Vendor Services Agreement Page 6 of 15 City Secretary ContractNo. 18. Severability. If any provision of this Agreement is held to be invalid, illegal or unenforceable, the validity, legality and enforceability of the remaining provisions will not in any way be affected or impaired. 19. Force Majeure. City and Vendor will exercise their best efforts to meet their respective duties and obligations as set forth in this Agreement, but will not be held liable for any delay or omission in performance due to force majeure or other causes beyond their reasonable control, including, but not limited to, compliance with any government law, ordinance, or regulation; acts of God; acts of the public enemy; fires; strikes; lockouts; natural disasters; wars; riots; epidemics or pandemics; government action or inaction; orders of government; material or labor restrictions by any governmental authority, transportation problems; restraints or prohibitions by any court, board, department, commission, or agency of the United States or of any States; civil disturbances; other national or regional emergencies; or any other similar cause not enumerated herein but which is beyond the reasonable control of the Party whose performance is affected (collectively, "Force Majeure Event"). The performance of any such obligation is suspended during the period of, and only to the extent of, such prevention or hindrance, provided the affected Party provides notice of the Force Majeure Event, and an explanation as to how it prevents or hinders the Party's performance, as soon as reasonably possible after the occurrence of the Force Majeure Event, with the reasonableness of such notice to be determined by the City in its sole discretion. The notice required by this section must be addressed and delivered in accordance with Section 13 of this Agreement. 20. Headings not Controlling. Headings and titles used in this Agreement are for reference purposes only, will not be deemed a part of this Agreement, and are not intended to define or limit the scope of any provision of this Agreement. 21. Review of Counsel. The parties acknowledge that each party and its counsel have reviewed and revised this Agreement and that the normal rules of construction to the effect that any ambiguities are to be resolved against the drafting party will not be employed in the interpretation of this Agreement or Exhibits A and B. 22. Amendments / Modifications / Extensions. No amendment, modification, or extension of this Agreement will be binding upon a party hereto unless set forth in a written instrument, which is executed by an authorized representative of each party. 23. Counterparts. This Agreement may be executed in one or more counterparts and each counterpart will, for all purposes, be deemed an original, but all such counterparts will together constitute one and the same instrument. 24. Warranty of Services. Vendor warrants that its services will be of a high quality and conform to generally prevailing industry standards. City must give written notice of any breach of this warranty within thirty (30) days from the date that the services are completed. In such event, at Vendor's option, Vendor will either (a) use commercially reasonable efforts to re -perform the services in a manner that conforms with the warranty, or (b) refund the fees paid by City to Vendor for the nonconforming services. 25. Immigration Nationality Act. Vendor must verify the identity and employment eligibility of its employees who perform work under this Agreement, including completing the Employment Eligibility Verification Form (I-9). Upon request by City, Vendor will provide City with copies of all 1-9 forms and supporting eligibility documentation for each employee who performs work under this Agreement. Vendor must adhere to all Federal and State laws as well as establish appropriate procedures Vendor Services Agreement Page 7 of 15 City Secretary ContractNo. and controls so that no services will be performed by any Vendor employee who is not legally eligible to perform such services. VENDOR WILL INDEMNIFY CITY AND HOLD CITY HARMLESS FROM ANY PENALTIES, LIABILITIES, OR LOSSES DUE TO VIOLATIONS OF THIS PARAGRAPH BY VENDOR, VENDOR'S EMPLOYEES, CONTRACTORS, SUBCONTRACTORS, OR AGENTS. City, upon written notice to Vendor, will have the right to immediately terminate this Agreement for violations of this provision by Vendor. 26. Ownership of Work Product. City will be the sole and exclusive owner of all reports, work papers, procedures, guides, and documentation that are created, published, displayed, or produced in conjunction with the services provided under this Agreement (collectively, "Work Product"). Further, City will be the sole and exclusive owner of all copyright, patent, trademark, trade secret and other proprietary rights in and to the Work Product. Ownership of the Work Product will inure to the benefit of City from the date of conception, creation or fixation of the Work Product in a tangible medium of expression (whichever occurs first). Each copyrightable aspect of the Work Product will be considered a "work -made - for -hire" within the meaning of the Copyright Act of 1976, as amended. If and to the extent such Work Product, or any part thereof, is not considered a "work -made -for -hire" within the meaning of the Copyright Act of 1976, as amended, Vendor hereby expressly assigns to City all exclusive right, title and interest in and to the Work Product, and all copies thereof, and in and to the copyright, patent, trademark, trade secret, and all other proprietary rights therein, that City may have or obtain, without further consideration, free from any claim, lien for balance due, or rights of retention thereto on the part of City. 27. Signature Authoritv. The person signing this Agreement hereby warrants that they have the legal authority to execute this Agreement on behalf of the respective party, and that such binding authority has been granted by proper order, resolution, ordinance or other authorization of the entity. This Agreement and any amendment hereto, may be executed by any authorized representative of Vendor. Each party is fully entitled to rely on these warranties and representations in entering into this Agreement or any amendment hereto. 28. Change in Companv Name or Ownership. Vendor must notify City's Purchasing Manager, in writing, of a company name, ownership, or address change for the purpose of maintaining updated City records. The president of Vendor or authorized official must sign the letter. A letter indicating changes in a company name or ownership must be accompanied with supporting legal documentation such as an updated W-9, documents filed with the state indicating such change, copy of the board of director's resolution approving the action, or an executed merger or acquisition agreement. Failure to provide the specified documentation so may adversely impact future invoice payments. 29. No Bovcott of Israel. If Vendor has fewer than 10 employees or this Agreement is for less than $100,000, this section does not apply. Vendor acknowledges that in accordance with Chapter 2271 of the Texas Government Code, the City is prohibited from entering into a contract with a company for goods or services unless the contract contains a written verification from the company that it: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the contract. The terms "boycottIsraer' and "company" has the meanings ascribed to those terms in Section 2271 of the Texas Government Code. By signing this Agreement, Vendor certifies that Vendor's signature provides written verification to the City that Vendor: (1) does not boycott Israel; and (2) will not boycott Israel during the term of the Agreement. 30. Prohibition on Boycotting Energy Companies. Vendor acknowledges that in accordance with Chapter 2274 of the Texas Government Code (as added by Acts 2021, 87th Leg., R. S., S.B. 13, § 2), the City is prohibited from entering into a contract for goods or services that has a value of $100,000 or more, which will be paid wholly or partly from public funds of the City, with a company (with 10 or more Vendor Services Agreement Page 8 of 15 City Secretary ContractNo. full-time employees) unless the contract contains a written verification from the company that it: (1) does not boycott energy companies; and (2) will not boycott energy companies during the term of the contract The terms "boycott energy company" and "company" have the meaning ascribed to those terms by Chapter 2274 of the Texas Government Code (as added by Acts 2021, 87thLeg., R.S., S.B. 13, § 2). To the extent that Chapter 2274 of the Government Code is applicable to this Agreement, by signing this Agreement, Vendor certifies that Vendor's signature provides written verification to the City that Vendor: (1) does not boycott energy companies; and (2) will not boycott energy companies during the term of this Agreement. 31. Prohibition on Discrimination Against Firearm and Ammunition Industries. Vendor acknowledges that except as otherwise provided by Chapter 2274 of the Texas Government Code (as added by Acts 2021, 87th Leg., R.S., S.B. 19, § 1), the City is prohibited from entering into a contract for goods or services that has a value of $100,000 or more which will be paid wholly or partly from public funds of the City, with a company (with 10 or more full-time employees) unless the contract contains a written verification from the company that it: (1) does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association; and (2) will not discriminate during the term of the contract against a firearm entity or firearm trade association. The terms "discriminate," "firearm entity" and "firearm trade association" have the meaning ascribed to those terms by Chapter 2274 of the Texas Government Code (as added by Acts 2021, 87th Leg., R.S., S.B. 19, § 1). To the extent that Chapter 2274 of the Government Code is applicable to this Agreement, by signing this Agreement, Vendor certifies that Vendor's signature provides written verification to the City that Vendor: (1) does not have a practice, policy, guidance, or directive that discriminates against a firearm entity or firearm trade association; and (2) will not discriminate against a firearm entity or firearm trade association during the term of this Agreement. 32. Electronic Signatures. This Agreement may be executed by electronic signature, which will be considered as an original signature for all purposes and have the same force and effect as an original signature. For these purposes, "electronic signature" means electronically scanned and transmitted versions (e.g. via pdf file or facsimile transmission) of an original signature, or signatures electronically inserted via software such as Adobe Sign. 33. Entirety of Agreement. This Agreement contains the entire understanding and agreement between City and Vendor, their assigns and successors in interest, as to the matters contained herein. Any prior or contemporaneous oralor written agreement is hereby declared null and void to the extent in conflict with any provision of this Agreement. (signature page follows) Vendor Services Agreement Page 9 of 15 City Secretary ContractNo. ACCEPTED AND AGREED: CITY OF FORT WORTH: B7: William Johnson (N v 30, 202316:57 CST) Name: William Johnson Title: Assistant City Manager Date: Nov 30, 2023 APPROVAL RECOMMENDED: By: Robert Sturns (Nov 30, 202315:53 CST) Name: Robert Sturns Title: Economic Development Director ATTEST: nn° 00 Ogg -00 Pva °=a° o °^°tea U � s 0°an��z 456 By: Name: Jannette Goodall Title: City Secretary VENDOR: JORGENSON CONSULTING, INC. 1"rrr7d laraEY cw, By: Todd Joreenson (reov 30. 2023 07:57 EST) Name: Todd W. S. Jorgenson Title: Managing Director and Principal Nov 30, 2023 Date: , 20 CONTRACT COMPLIANCE MANAGER: By signing I acknowledge that I amthe person responsible forthe monitoring and administration of this contract, including ensuring allperfor ance and reporting requirements. Vanessa lfof rnan By: Vanessa Hottman (Nov 30, 2023 12:17 CST) Name: VanessaHottman Title: Interim Human Resources Manager APPROVED AS TO FORM AND LEGALITY: By. cvti Name: Jessika Williams Title: Assistant City Attorney CONTRACT AUTHORIZATION: M&C: N/A Professional Service Exemption OFFICIAL RECORD CITY SECRETARY FT. WORTH, TX Vendor Services Agreement Page 10 of 15 City Secretary ContractNo. EXHIBIT A SCOPE OF SERVICES 2. RECRUITMENT APPROACH AND METHODOLOGY RECRUITMENT KICK-OFF PHASE 1 Once the Search Committee agrees to retain JORGENSON CONSULTING to conduct the executive search for the Assistant Director of Economic Developme nt of the CITY, the following process will begi n- Meet with the Search Committee and Stakeholders via video conference to understand the CITY's strategic vision and objectives, metncs used to evaluate the Assistant Director of Economic Development's required perfomyance, current challenges, opportunities in the local business and community environment, and expectations of the position - Work with the CITY and others to determine the logistical and media steps to launch the search proactively_ Develop a detailed recruitment strategy that includes candidate sources, geographic targets, and peer program models, utilizing JORGENSON OONSULTINO's proprietary database of over 10,000 professional contacts and resources. CANDIDATE RESEARCH, RESOURCES, AND RECRUITMENT PHASE 2 Our primary objective is to identify a diverse slate of candidates with the fight mix of technical krxrwledge, successful experience, and appropriate leadership style that meets the requirements specified by the recruitment profile. To guarantee a broad pod of qualified candidates, we recommend the following proactive networking process: Networking and Research - At the core of recruitment is networking and research to identify high- performance economic and community development organizations, industrial development authorities, top -performing municipalities, private sector enterprises, and other organizations that strongly fit the position opportunity- We contact our extensive network of resources, including professionals vrorking for and with economic and community development organizations, chambers of commerce, state and local governments, site consultants, associations, utilities, and other private - sector enterprises, to share thre opportunity. It is through this open dialog that we build our initial candidate pool- The resources shave the names of communities and leaders they have been impressed by in their business connections- If we are unfamiliar with the community or leader, we will proactively contact them and market the position- * Proactive Recruitment - Proactively contact potential candidates achieving a high level of success in their current position. Ideal candidates need to be identified and recruited, which is why JORGENSON CONSULTING is positioned to confidlentty promote the position to prospective candidates. We spend most of our time (proactively contacting professionals who are not looking but are open to exploring career opportunities- . Advertising - Utilizing various recruitment channels, including social media resources such as Linkedln and online job posting boards of national_ regional, and state chambers and economic development organizations to promote active searches- A blast e-mail announcement is also dis0buted to our professional database network announcing the executive search- . Internal Candidates — Interview any employees interested in consideration- Recognizing the presence of internal candidates is critical, and providing an unbiased perspective isessential- Vendor Services Agreement Page 11 of15 City Secretary ContractNo. Unsolicited Applicants — All resumes sent to the CITY, or members of the Search Committee are handled by our firm and given full and fair consideration_ JORGENSON CONSULTING will also manage the unsolicited applicant interest_ Artificial Intelligence Tools — Recruifing and sourcing technology tools and databases can locate strong candidates using automation. These tools assist us in finding candidates with professional profiles or resumes that fit the requirements of the role available. Automation also provides stronger matches for the position and can give us a more significant number of talented candidates not looking for a new job. CANDIDATE INTERVIEW AND SELECTION Once JORGENSON CONSULTING has identified an extensive list of potential candidates who meet the threshold requirements for the position, we will narrow the list by personally conducting interviews, either in person or via video conference, to evaluate their interests, qualifications, and frt with the organization. A social media background check is done on the candidates presented. This includes popular social media sites (Facebook, Twitter, YouTube, Tik Tok, Linkedln, etc.) and other webinews posts for objectionable material, such as drug-felated, explicitfracy, hate speech, insults and bullying_ narcotics, political speech, sexual impropriety, terrorismlextremism, violence, toxic language and violent images. e prepare a Candidate Slate of the top -qualified candidates for the Search Committee to review. The candidate slate includes the candidate's career history, cover letter, and resume. We review the Candidate Slate via conference call with the Search Committee and provide an oral brief of each candidate_ During the conference call, we work with the Search Committee to select individuals invited for personal interviews. CANDIDATE INTERVIEWSWITH SEARCH COMMITTEE AND CLOSING PHASE 3 JORGENSON CONSULTING works with the Search Committee to prepare for finalist interviews and recommends the followinq_ First Round Interview via Zoom_ The Search Committee interViews four to six candidates selected from the Candidate Slate_ Our team works with you to develop candidate interview questions and will facilitate the interviews and a wrap--up session to choose the candidates nia inq foryvard to the final interview round_ The Search Committee can also decide to conduct the interviews in person. If that is the case, we will provide a suggested in person schedule_ Final Round Interviews in person, The Search Committee narrows the first round of interviews to two to three finalists, who return to meet with Search Committee representatives, stakeholders, and in some cases staff. If a finalist has a trailing significant other or spouse, they often accompany the candidate to ensure a good frt. Family needs are a critical aspect of this step and are often overlooked by other firms. We will work with you to plan prelirninary house -hunting activities, school visits, etc_ This visit usually takes place over a weekend. JORGENSON CONSULTING handles all travel logistics for the candidates and works with the Search Committee on all details and interview schedules_ QUALIFYING REFERENCES, BACKGROUND CHECKS, AND CONTRACT NEGOTIATIONS JORGENSON CONSULTING conducts in-depth interviews vrith references (e.g._ peens, board members, prior employers, subordinates) that can provide insights into the candidate's professional skills, experience, management style, personality traits, and integrity_ The importance of references cannot be overstated_ Page 12 of 15 City Secretary ContractNo. Once a final candidate is identified, JORGENSON CONSULTING utilizes the service of an outside firm to conduct a comprehensive background profile on the selected candidate, including credit history, criminal, liensffudgments, civil, bankruptcies_ sexual offenses, motor vehicle, and verification of education. JORGENSON CONSULTING works with the Search Committee to hire the preferred candidate and oontract negotiations. We maintain continuous contact and communication with the top candidates- If this candidate is not local, we communicate with their spouse and family to ensure their specific needs and concerns are identified, and we work with the Search Committee to develop a strategy to address the family's needs- JORGENSON CONSULTING conducts numerous compensation and benefits studies for chambers of commerce, economic and community development organizations annually- We utilize this knowledge and negotiation experience to establish a reasonable employment offer. Once the temps and conditions of employment are negotiated, JORGENSON CONSULTING will prepare an employment agreement. FOLLOW-UP JORGENSON CONSULTING continues our engagement once the finalist is hired. We maintain regular communications -Mth the finalist and the Search Committee Chair after employment begins at three, six, and twelve months to ensure a smooth traroifion. COMMUNICATION WITH THE SEARCH COMMITTEE With any consulting assignment, particularly an executive recruitment project, reliable and timely communication is fundamental to project success- JORGENSON CONSULTING will communicate with the Search Committee Chair weekly -with email updates on the progress of the search- Additionally, it is typical for the consultant and Search Committee Chair to have regular phone and e-mail communication as questions arise- 3. PROJECT TIMELINE Meek wikh -he CrY leadership to understard organization and job requirements Discussian of search details DeveLap a jab descriptian and ad P lace ad in agreed publications Develap remitment strategy and candidate sources - Geagraphic targets - Program modeLs - Cowulting and associatian sources - JCl databwe Recruit and screen candidates submit a written slate of candidates Page 13 of 15 Week i Week i Week i Week 2 Weeks Z-8 designated Leadership ~~R Search C€Inmitxee to develop and sdheduLe Jorgenson CDnsuking; Inc. (J€I) interviews with appropriate participants Identify names of Local candidates Develop a media response strategy search CammtLee Disc.ss advertising placement ]CI Disc ss update process Disc..ss interview pracess and Logiskies, Le-, all i cterviews on the same day ar on separate days JCI JCI tD prepare aft documents. Search Committee to apprme. JCI JCI tD place Search Carnmitkee Chair JCI WeeksZ-8 JCI Search Cammiktee WeekI JCI Manage candidate flow Respand tD and monitar ad resp- -: a: PrDackiveLy identify and recruik ...a, = ed candidates JCI will a -mail the slate for review City Secretary ContractNo. Conference caLL to review candidates wLl ek 9 Notify candidates to be interviewed; dismm interview process and any media impLicauNK. ��edhhle interviews Pravideinterview questians Search committee cuhducts an -site interviews with seLected candidates Debrief with search camrnitwe faU.awing each interview SeLe€t tap candidate�sj Final candidate interviews (second round) Initiate background checks f seLe€ted interviewees. offer Page 14 of 15 Re'-;�� ca"-IdaW 0=2 Search Committee Select cardidates to be interviewed JCI Review interview and media process Determine interview dates Week 4 JCI JCI Week 10 Search Committee Week 10 JCI Week 1a-11 Search committee JCI Week 1a-11 Search cammit-tee JCI Week 10-11 Search committee JCI Week 12-13 Search committee + others TBD JCI Week 13 JCI pVeek 1+15 Search committee Chair JCI JC I scheduLes traveL ac€ordinq to Search committee availability and interview prace�,- desi red Informatianprvuided prior to interview JCI works vnth search Committee Chair to arrange interview schedule Determine viabiLity of each candidate JC I natifies successfuL €andida*s) Schedule interviews Debrief with Search committee to determine top candidate Ad litionaL interviews TBD Work with Search Committee Chair on appropriate compensatian City Secretary ContractNo. EXHIBIT B PAYMENT SCHEDULE 7. COST AND GUARANTEE The executive search fee is $30,000 (thirty thousand dollars). The executive search fee does not include the following consulting expenses and communication costs. JORGENSON CONSULTING does not charge handling fees for expenses; we bill at cost. Consulting Expenses include: Communication and administrative expenses (phone, mail, research, printing, document preparation, etc.) Fixed fee billed at 4r.,-0 with each invoice_ (not to exceed $1,350) Adverbsina IEDC and Linkedln_ The estimated cost is $1,600. Background Check Credit, Civil', Criminal, driving, and Education on tno final candidates_ The cost is $350 per candidate_ Social Mader Background Check Cost is $95 per candidate_ Consultant Travel Airline flights and related expenses to interview candidates and travel tD the client are billed at cost. Candidate TravelfExDenses to Fort Worth This amount is variable based on the number of candidates you select to interview and where they will be traveling from and is billed at cost_ Fee Schedule - net thirty (30) calendar days from the receipt of the invoice. • One-third of the executive search fee is Nkd upon execution of the executive search contract_ • A second one-third of the executive search fee and expenses are billed after the candidate slate is presented and approved by the Search Committee. • The finaJ one-third of the executive search fee and expenses are billed after the candidate is hired_ In the process of introducing candidates to a community, we have had occasions when more than one of the candidates we present is hired. If the CITY hires a second candidate, the CITY will be billed 20 (twenty percent) cif the candidate's first year's total expected compensation_ If another organization in your community hires one of the presented candidates, the CITY shall assume no liability for a second search fee. JORGENSON CONSULTING will handle invoicing and collecting the 20% (twenty percent) fee from the hiring organization_ GUARANTEE If the hired candidate resigns or is terminated, for any reason, during the first twelve (12) months of employment, JORGENSON CONSULTING will conduct a nevi search on the same temys as the original search at no additional executive search consulting fee. JORGENSON CONSULTING must be notified, in writing, within seven (7) days of resignation or termination_ The CITY will be responsible for paying for all out-of-pocket expenses associated with the search, including advertising, background check, consultant and candidate travel_ Exception: This guarantee does not apply if any one of the exceptions occurs; (1) the candidate is promoted or transferred within the CITY, (2) if an unanticipated reorganization modifies the position in any material respect from the role outlined in the job description, (3) 6 the position is transferred to another organization or entity, (4) or the position is eliminated or consolidated into a separate organization_ Vendor Services Agreement Page 15 of15