HomeMy WebLinkAboutContract 46012 CONTRACT No. L( �
Contract for Component Executive Search Services
For Assistant Finance Director Position
By and Between Strategic Government Resources and City of Fort Worth, Texas
Susan Alanis,Assistant City Manager Cyndy Brown, Managing Director
City of Fort Worth,Texas Strategic Government Resources
Susan.Alanis@fortworthtexas.eov CyndyBrown @GovernmentResource.com
("Client") ("SGR")
Scope of Services. SGR shall, in good faith and with due diligence, provide Client with the "Included
Services" listed below in connection with an executive search and recruitment for vacancies in the
position of Assistant Director in the Financial Management Services Department.
Term. This Contract shall be effective for a six-month period beginning October 10, 2014 and
ending April 9, 2015, unless terminated earlier as described below. This Contract may be renewed
for up to four additional six-month periods by mutual written agreement of the Parties.
Compensation. As full and complete compensation for the Included Services, Client shall pay SGR a
fee of Ten Thousand Five Hundred Dollars ($10,500.00) plus Reimbursable Expenses (as defined
below) per each vacancy that is the subject of a recruitment effort by SGR under this Contract.
Client may, at its discretion, engage SGR to provide Additional Services in exchange for the specified
per-service fee plus Reimbursable Expenses.
The total amount due from Client to SGR for all Included Services, Additional Services, and
Reimbursable Expenses under this Contract shall not exceed Twenty-Five Thousand Dollars
($25,000.00).
SGR will invoice Client for each service component (plus associated Reimbursable Expenses) on
completion of the component. Payment is due within thirty (30) days of the date the invoice is
received.
Included Services. The following services are included for each vacancy that is the subject of a
recruitment effort by SGR under this Contract.
• Social Media & Marketing Package ($6,000.00 per vacancy)
■ Position Profile Brochure. SGR shall utilize a professional graphic designer and
professional writer to produce a three (3) to five (5) page brochure based on
information and photos provided by the Client. The brochure shall be reviewed and
revised in partnership with the Client until Client agrees that it accurately reflects the
community, organization, position, and desired attributes.
OFFICIAL RECORD
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• Position Profile Brochure. Client shall provide photos, graphic images, and other
information (job description, budget documents, links to web pages, etc.) needed to
develop position profile brochure.
• Position Profile Brochure. SGR will provide draft of profile within ten (10) days of
receiving all pertinent information from the Client. Any revisions to the brochure
requested by the Client will be completed within two (2) business days.
• SGR shall provide a social media and marketing effort for a period lasting between at
least thirty(30) and forty-five (45) days, with the exact duration specified by Client.
• Throughout the specified time period, SGR shall:
• post position in SGR's 10 in 10 e-newsletter at least two times;
• feature position continuously in a prominent location on SGR website;
• feature ad continuously in a prominent location on SGR's Job Board;
• email blast information about the position to SGR's profession-specific, opt-in
subscriber list;
• post the position continuously in a prominent location on SGR's Facebook page;
• post position continuously in a prominent location on SGR's Linkedln page;
• promote the position via SGR's multiple Twitter feeds at least twice;
• evaluate and recommend commercial ad placement based on type of position
and location, with the cost of placements subject to pass-through to Client as a
Reimbursable Expense at cost with no mark-up or overhead charge; and
• at Client's request, conduct further marketing via Linkedln, with the cost of any
such marketing subject to pass-through to Client as a Reimbursable Expense at
cost with no mark-up or overhead charge.
• If Client is not satisfied with applicant pool, SGR must be notified within three (3) weeks
of the close of the marketing/promotion period, and SGR will then coordinate with
Client to one re-marketing effort of the position at no additional charge to Client (with
the exception of pass-through expenses). Any additional round of marketing will be
charged as a new position for the amount of$4,500.
• If the job description and position title change during the marketing period, and there is
a need to remarket based on a new position and job description, marketing and
promotion will be charged as a new position for the amount of$4,500.
• Application Management& Initial Screening of Resumes ($4,500 per vacancy)
■ SGR will receive resumes and cover letters on behalf of Client through SGR's applicant
tracking system, communicate with applicants throughout the application submittal
period, evaluate and triage resumes after the position closes, and conduct a briefing
with Client via phone or online after position closes.
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• Job will be opened within two (2) business days after Client provides information for
position profile brochure and job description and will remain open for a period of up to
45 days as directed by the Client.
• Within one (1) week of position close date, SGR will conduct a phone or online briefing
with Client and present a triage ranking of candidates.
• Client agrees to provide SGR with a list of any candidates to be released within two (2)
weeks following the triage briefing with SGR. At that time, SGR will release any
candidates that will not continue in the process and email the remaining candidates that
the Client will be the primary contact from that point forward. If the Client does not
provide a list of candidates to be released, SGR will email all candidates and notify them
that the Client will be the primary contact from that point forward. SGR will then
consider services fulfilled.
• If Client is not satisfied with applicant pool, SGR must be notified within three (3) weeks
of triage briefing date, and SGR will then coordinate with Client to reopen position, for a
maximum of 45 days, at no additional charge to Client (with the exception of
reimbursable expenses). Any additional rounds of opening will be charged as a new
position for the amount of$4,500.
Additional Services. Client may, in its discretion, engage SGR to provide the following services for a
vacancy that is the subject of a recruitment effort by SGR under this Contract, with each such
service subject to the specified fee and Reimbursable Expenses, as applicable.
• Stakeholder Survey/$1,000(per vacancy)
• SGR will provide recommended survey questions within three (3) business days of
project initiation. SGR will set up an online survey within one (1) day after Client has
reviewed and approved the survey questions. Stakeholders can be directed to a web
page or invited to take the survey by email. SGR and Client will agree to the open survey
time period, typically ten (10) to thirty(30) days.
• Client shall be responsible for marketing and promoting the survey to stakeholders.
• A written summary of results is provided to Client within three (3) business days of
survey close date, with such summary to indicate the total number of discrete responses
received. Survey is not validated statistically.
Recruitment Video/$5,000 (per vacancy, plus videography charges if applicable)
• SGR offers the option of developing a custom video recruitment ad for posting on
YouTube and linking to the video from other media sources. The base price is $5,000
with client provided footage. There will be an additional charge of $1,000 per day plus
travel expenses for SGR videographer to travel and shoot professional video footage
onsite.
• SGR will provide initial video for Client to review within three (3) weeks of receiving all
footage.
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• Individual Resume Analysis and Customized Candidate Questions/$250 per candidate
■ SGR provides a written analysis of a candidate's application materials (typically resume
and cover letter), along with a list of suggested questions to ask the candidate for
further clarification. SGR will deliver a written report within five (5) business days from
receiving application materials from Client.
• Questionnaire/$250 per candidate
• SGR develops a written exercise customized to the position. SGR distributes
questionnaire to candidates, evaluates questionnaires, and holds a phone or online
briefing with Client after questionnaires are received.
• SGR will provide a draft questionnaire to Client within three (3) business days of
request. SGR will send questionnaires to candidates within two (2) business days of
Client's approval of questionnaire. Candidates are typically given one (1) week to
complete the questionnaire. SGR will be prepared to hold briefing with Client within
three (3) business days after receiving completed questionnaires from candidates.
• Online Interviews/$250 per candidate
• SGR provides recommended position-specific questions for Client approval, prompts
candidates to complete online interviews, and emails a link to Client to view the
recorded interviews.
• Candidates are typically given five (5) to seven (7) days to complete the interviews. SGR
will provide a link with the candidate interviews within two (2) business days after
candidates complete the recorded interviews.
• Comprehensive Media Reports/$500 per candidate
• Each Media Report is compiled from information gathered using SGR's proprietary
online search process. This is not an automated process, and it produces far superior
results than a standard media or Google search. The report may include news articles,
links to video interviews, blog posts, social media posts, etc.
• SGR will provide media report via email or on flash drive with two (2) weeks of receiving
completed release form from candidate.
• Management Style Analysis/$150 per candidate
• SGR uses the DiSC Management psychometric assessment to provide detailed insights
regarding how a candidate would lead and manage an organization. SGR will also
provide a DiSC Management Comparison Report, which presents a side-by-side view of
each candidate's preferred management style.
• Candidates are typically given two (2) to three (3) business days to complete the
assessments. The assessment reports will be provided to Client within two (2) business
days of assessment completion by candidates.
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• Interview Support/$350(per vacancy)
• Interview support includes provision of customized interview questions (designed for
onsite interviews), a guide to the legal aspects of interviewing, and an SGR assessment
exercise specific to the position.
• These documents will be provided to Client within five (5) business days of request.
• Background Checks/$300 per candidate
• Through SGR's partnership with a licensed private investigations firm, SGR is able to
provide detailed comprehensive background reports.
• Background check reports include: SSN trace and address verification; credit and
financial summaries and credit bureau report; personal information, address, and
employment comparisons; county criminal and civil records search (for last three
counties of residence); state criminal records search (for last three states of residence);
nationwide wants and warrants; Federal criminal records search; InstaCriminal national
search; Global homeland security search; sex offender records search; driving/motor
vehicle records; and education verification for highest degree obtained.
■ Background reports will be delivered (password protected via email) to Client within six
(6) business days of receiving completed release forms from the candidates.
• Reference Checks/$100 each
• Client shall provide list of references with contact information.
• Cost is $100 per completed reference check.
• SGR will provide an overview of reference checks, either verbally or in writing,
depending on Client's preference. Feedback on candidate will be summarized, but no
specific comments will be attributed to named individuals.
• Timeframe will be agreed upon between Client and SGR.
• Site Visits/$1,000 per day plus travel expenses
• At the Client's request, SGR will make onsite visits to a candidate's current community
and workplace to gain additional insights into how a candidate is perceived in the
community and by coworkers.
• SGR will provide an overview of the onsite visit, either verbally or in writing, depending
on the Client's preference. Feedback on candidate will be summarized, but no specific
comments will be attributed to named individuals.
• Timeframe will be agreed upon between Client and SGR.
• Team Building Workshop / $4,000 plus travel expenses & $150 per person for I-OPT
reports
■ At the Client's request, SGR will provide a customized team building workshop after the
new employee is hired. SGR utilizes I-OPT, which is a validated measurement tool that
shows how a person perceives and processes information.
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■ Price is $4,000 for a half-day onsite workshop, plus travel expenses and $150 per person
for I-OPT team reports, which include Individual Analysis Report, Emotional Impact
Management Report, Change Management Report, and Team Management Report.
Two-Person Reports can be ordered for an additional fee of$50 per report.
Reimbursable Expenses.
• Ad Placement and Social Media Marketing Fees. Ad placements and social media
marketing are billed at actual cost with no markup or overhead charge. No ad placement or
marketing costs will be incurred without prior approval of Client.
• Reproduction and Binding Costs. Copies are billed at 23 cents per page, plus the actual cost
of binders/binding.
• Flash Drives. Flash drives are billed at$10 each.
• Shipping. Shipping charges are billed at actual cost with no markup or overhead charge.
• Travel. When traveling at the client's expense, SGR will, in all cases, seek to obtain the
lowest possible fares and rates by scheduling travel in the manner that will be the most
economical. Meals are billed at $10 for breakfast, $15 for lunch, and $25 for dinner.
Mileage will be billed at the Standard Mileage Reimbursement Rate established by the IRS.
All other travel-related expenses are billed back at actual cost, with no markup or overhead
charge. SGR will use these guidelines when invoicing the client for travel reimbursement
unless the organization notifies SGR of its preferred travel reimbursement procedures in
writing prior to contract execution.
Terms and Conditions.
• Obligation. This Contract provides enabling authority only, and no work will be initiated
without the advance written authorization of Client in the form of a purchase order.
There is no obligation under this Contract for the Client to utilize any of these services or
any minimum volume of these services.
• Termination. The Client reserves the right to terminate this Contract at any time upon
giving SGR seven (7) days advance written notice. In such event, SGR will be compensated
for all work satisfactorily completed up to and through the date of termination. From and
after the effective date of termination, neither party shall have any obligation to the other.
• Confidentiality. The Client acknowledges that the nature of executive recruitment is such
that SGR engages in discussions with prospects who may or may not ultimately become a
candidate, and that SGR may utilize its proprietary network of relationships to identify and
engage prospective candidates, and that premature release of such proprietary information,
including names of applicants and prospective applicants, may be damaging to the
prospects and to SGR. Accordingly, the Client acknowledges and, to the extent provided by
law, agrees that all information related to this search is proprietary and remains the
property of and under the exclusive control of SGR, regardless of whether such information
has been shared with the Client, including all decisions regarding release of information.
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Approved and Agreed to this the day of
by and between
S"an Assistant City Manager : Cyndyirowne4lanaging Director
City of Fort Worth,Texas �(� FOP Strategic Government Resources
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OFFICIAL RECORD
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