HomeMy WebLinkAbout331705 SLAVIN MANAGEMENT CONSULTANTS - CONTRACT - AGREEMENT MISC - SLAVIN MANAGEMENT CONSULTANTSDocuSign Envelope ID: 710E154C-7B5F-46AE-AF70a5DF86F3E449B
PROFESSIONAL -SERVICES AGREEMENT
THIS AGREEMENT made and entered into the .day and"year,set forth below, by and
between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation; hereinafter
referred to as the "Cityand Slavin Management Consultants,. hereinafter referred to as
"P.rofessional".
WITNESSETH;
In consideration of the mutual covenants and obligations herein expressed, it is, agreed
by and between the parties hereto as follows:
1. Scope of :Services: The Professional agrees: to provide services in accordance with the .
scope of services attached hereto "as Exhibit "A", consisting of nine (9) pages, and
incorporated herein by thls reference.
2: Contract Period. 'The services to be performed pursuant to this Agreement shall; be.,
.initiated within five (5) days following execution of this Agreement,. This contract shall
have -a term of six (6) months. Notwithstanding, it is the Citys,desire for the Deputy City
Manager to start employment with the City no later than.March 31, 2014. Time is of the
`essence, Any "extensions of the time limit set forth above must be agreed upon in writing
by the parties hereto.
3. Early Termination by City. Notwithstanding the time periods contained herein, the City
may terminate this Agreement at any time without cause by providing written notice .of.
termination to the Professional. Such,notice shall be delivered at least fifteen (15) days
-prior to the termination date contained in said notice unless otherwise agreed in writing by
the parties.
.All notices provided under this Agreement shall be effective when mailed, postage,.prepaid
and sent to the following addresses:
Professional Services Agreement
7553 Executive Search Services — Deputy City Manager Page 1 of 1 i3
DocuSign Envelope ID: 710E154C-7B&-46At-AF70-5DF86F3E449B
The progress report will summarize each semi-finalists'- experience and education. The
report will also include a screening of semi-finalists against the selection criteria and job
requirements contained in the recruitment profile. This screening will bebased on:
• a review of resumes and cover letters;
• SMC's phone interviews of semi-finalists;
• semi-finalists' responses to a supplemental questionnaire that provides additional
information about semi-finalists' management styles, writing skills; and how closely
their experience relates to the selection criteria and job requirements in the
recruitment profile; and
• SMC's knowledge of semi-finalists' work ,performance and the quality of the
organizations and communities in which they have served.
The progress report will -also include the semi-finalists' current salary. At SMC's'meeting
with the client, the client will ,select the finalists to interview using SMC's, candidate
ranking forms if desired. Typically five finalists are interviewed.
4. Conduct background investigations/site visits on finalists
`SMC wilt conduct background 'investigations, and site visits on the finalists. In order to
better assess the finalists' management style and interpersonal .characteristics, SMC will
personally interview each in his. or her present work environment while protecting the
finalists' confidentiality. SMC will closely examine ;each finalist's experience,
achievements,management style; and, interpersonal skills in relation to the recruitment
profile's selection criteria.
SMC's background investigations include detailed and extensive reference checks which
cover a minimum period of ten years. SMC will interview the references provided by the
finalists 'as well as others who can evaluate the candidate's job performance. The
background work also .includes investigation to the maximum extent permitted under
federal law of finalists':
• 'criminal and civil court records;
credit history;
driving records; and
• college degrees.
At the ,client's 'option, SMC can arrange for assessment centers and/or psychological
(or similar) testing of the candidates. These optional items will result in additional cost to
the client.
The City's RFP requests reference checks on the top 15-20 candidates. SMC typically
only conducts reference checks on the finalist candidates. 'Generally SMC does not
believe conducting reference checks. on 15-20 candidates is cost-effective. However
this -matter is negotiable.
SMC will provide a report to the client about these background checks and site visits.
Professional Services,Agreern&it
7553 Executive Search Services'— Deputy City Manager Page 10 of 18
DocuSign Envelope 10: 710E154C-7B5F-46AE-AF70-5DF86F3E4,49B,
5. Assist client in interview and selection process
SMC will assist the client in developing the interview process based on SMC's
knowledge of best practices and will provide a list of interview questions for the client's
consideration. SMC will contact the finalists to inform them of interview schedules and
other logistical details, and SMC will be present during the interviews. Finally, SMC will
notify all unsuccessful candidates of the final decision. reached.
6. Facilitate employment of selected candidate
SMC will provide information about trends in employment, employment agreements,
and relocation expenses to the client. SMC will also facilitate negotiation of the selected
candidate's compensation package.
7. Conduct follow-up wifh client after candidate has been employed
SMC will follow-up with the City Manager and Deputy City Manager six and twelve
months after the selected candidate has been employed 'to evaluate the success of
the placement, sMGwilt assist.in any adjustments, 'that may necessary:.
PRO_JECT.SCHEDULE
The ,search process normally takes 90 days to complete and typically follows the; below
schedule.
F_ BAYS
STERS:
1-30
30-45
45-60
60.90
90-360
1. Develop recruitment profile and advertising
program forrclient approval
_
2. Identify qualified candidates and receive
and reviewresume''s
3. Screen & evaluate prospective
candidates/prepare progress report and
_
f I
meet with client
4. Background investigations and site visits
on finalists
Li
5. Interview and evaluate finalists
FLI
6. Assist in selection and facilitate employment
LI
7. Follow-up
L
Professional'Services Agreement
7553 Executive Search Services Deputy City Manager Pagel 1:of 18
DocuSign EnvelopeID: 710E154C-7B5F-46AE•AF70-5DF86F3E449B
PROFESSIONAL FEES
The project cost is:$14,985 of professional fees plus expenses. The following fable shows the
level of involvement by project step and cost.
PROJECT COSTS
ASSIGNED HOURS
(Approximate)
STEPS
Project Consultant.
Manager
RATE
FEES
1. Project plan ning1develop recruitment
30
$85
$2,550
profile/prepare and place advertising
5
$40
$200
2. Identify.and recruit candidates /acknowledge
30
$85.
$2,550
28,
$40
$1,120
resumes
-3. Phone interviews with potential semi-.
20
$85
$1,760
finalists/prepareprogress_ report
10
$40
$400
4.Meet with client to review progress"report and
4
$85
$340
select finalists
5. Schedule finalists interviews [assist client with
$
$85
$680
designing interview process
6. Finalistss background investigation (includes
33
$85,
$2,805
32
$40
$1,280
SMC on -site visits with finalist candidates)
7. Finalists interviews/assist in employee
12
$85
$1,020
selection
8. Negotiate employment agreement
4.
$85
$340,
9. Follow-up
4
C . e
$0
TOTAL HOURS
145
76
TOTAL cOST
$14,985
DEFINITION OF EXPENSES
Expenses for this executive search will be .billed on an 'actual cost basis and will not
exceed _55 percent of the professional The ($81242). Additional detail about these
expenses is shown below.
Consultant Travel: The ,client pays direct costs for all necessary consultant .travel using
lowest :available air rates,, corporate hotel rates at moderately priced properties (Holiday Inn
or equivalent), rental cars using the corporate discount; and normal meals. The client .controls
these costs in the following ways: 1j the client pre -approves all work plans including all
consultant and candidate travel; and 2). when appropriate, the consultant will work on
more than one search when traveling and will therefore,allocate, costs to multiple clients.
Professional Services Agreement
7553 Executive Search Services — Deputy City Manager Page 12.of 18
DocuSign Envelope ID: 710E154C-7B5F-46AE-AF70-5DF86F3E449B
Office. Costs: telephone ($350 fla_4 fee, billed in two.: installments), fax, postage, copier, and
delivery costs.
Advertising: typically approximately :$2,500. The client controls these costs because the
advertising program will be approved by the client prior to implementation.
The cost for finalists to travel to the client's; locale for interviews is not included in the cost
of this proposal. Such costs are typically paid by the client on a reimbursement basis
directly to the candidates and controlled through the client's prior approval of the finalists.
These costs vary depending on candidate location, spousal involvement, "and the length of
the interview process: For budgeting purposes, an average cost of between $450-65b per
candidate would be appropriate. Typically five candidates are interviewed.
Should the client's needs, result in an increased project "scope that significantly increases
consultant travel and/or advertising costs, it may be necessary to increase the expense
budget"for the project which'would require client approval. RegardingtraveLexpenses, SMC's
project budget includes a total of 3 trips to the client's locale for 2 consultants. If the client
requires SMC to make additional trips to its locale that result in SMC's total project
expenses exceeding $8,242, >then the client will reimburse SMC for these out -of- pocket_
travel expenses. The client's liability to Slavin Management Consultants for services
rendered under this- agreement will not exceed the agreed upon price, uriless an increase_; is;
authorized by the client in writing,
SMC will submit monthly invoices for fees and. expenses. It- is SMC's practice_ to bill 30
percent at.the start of the search, 30 percent at.the end of thirty days, 30 percent at the end
of sixty days, and the remaining 10 percent shortly after the time that thecandidate
accepts the position. Expenses will be billed in addition and ;shown "as a separate figure.
Each invoice will be payable upon receipt.
SMC will comply with all applicable laws, rules, and ,regulations of federal, state, and local
government entities.
Maximum Cost
The maximum cost including professional fees and 'SMC expenses is not -to -exceed $23,227
subject to the aforementioned caveats.
PROJECT CONTACTS AND PERSONNEL
Mr. Bob Slavin will be the project manager and co -primary consultant for this search He has
conducted approximately 35 searches for Deputy City or County Managers. Mr. Paul
Wenbert will also serve as co -primary consultantfor this search. Mr. Slavin and Mr. Wenbert
have successfully conducted numerous searches using this approach including the 2011 Fort
Collins Police Chief search; 2012 Longmont, Colorado, City Manager search; and 2010
Aurora, Colorado, City Manager search.
SMC President Bob Slavin is. among the most experienced recruiters, of local government
managers in the nation. He has a strong and proven commitment to providing exceptional
recruitment services to public agencies and has received many accolades supporting this
work. Mr. Slavin has -conducted or assisted in the conduct of more than 800 successful
executive searches throughout -his career including searches for Fort Collins' City'Managerand
Police Chief.
Professional Services Agreement
7553 Executive Search Services.— Deputy City Manager Page 13 of 18
Docu&i n Envelope ID: 710E154C-785FAME-AF70-5DFS6F3E449B.
After a 30-year career in city management, Mr. Wenbert joined SMC Iin 2007 as its
Western Regional Manager and has conducted or assisted in the conduct of nearly40
searches for cities as small as Carlisle, Iowa (3,900 population) to as large_ as Phoenix,
Arizona (1.5 million population). Earlier in his career he. served as Assistant City Manager for
Operations for a university community (Ames, Iowa=Iowa State University) where he
developed a good understanding of how university' communities function.
It should be noted that SMC has a national recruiting practice. In addition to home office.
staff in Atlanta, SMC has consultants in Ann Arbor; Michigan; Cincinnati, Ohio; Dallas,
Texas; Eugene, Oregon; Hartford, 'Connecticut; Helena, Montana_; Key West, Florida; and.
Mesa. Arizona.
SMC has compiled the following track record.
• Every search that SMC has conducted has resulted in a selection from among its
recommended group of candidates. SMC's experience includes large and small
organizations and chief executives and subordinate -level positions.
• More than 95 percent of SMC's placements have remained in their clients' positions for
more than five years; and the guarantee (see response to question
#12) of redoing the search due to the candidate leaving during the first 2 years of the
new position has occurred only twice out of more than 800 searches.
• SMC are experts in EEO/AA recruitment. Approximately 25 percent of its placements
are females and/or minorities.
SMC has established this enviable track -record due to its extensive research at the
beginning of -each assignment about .the client and the position. to be filled that helps SMC
identify candidates that are a good _fit for the position. This candidate fit is further verified
through extensive background checks and visits to finalists' work sites.
Jurisdictions where SMC has conducted searches for Deputy City or County Managers
include:
• Albany; Georgia;_
• Broward County, Florida;
• Fulton County, Georgia;
• Greensboro, North Carolina;
• .Lake County, Illinois;
• Miami, Florida;
Olathe, Kansas;
• Peoria County, Illinois;
Richmond, Virginia;
Is Rockville, Maryland; and
West Palm Beach, Florida.
SMC has developed a large data base of potential Deputy City Manager candidates through
30+ years of local government executive recruitment work. The .data base includes
persons who have been involved in previous SMC searches, those who have contacted
Professional Services Agreement
7553Executive Search Services — Deputy City Manager Page 14 of :18
DocuSign Envelope ID: 710E154C-7B5E-46AE-AF70.5DF86F3E449B
SMC to express an interest in .advancing their career, and other persons SMC has
learned about through subscription to various professional publications.
PROCEDURES
SMC will ,spend at least two days in Fort Collins meeting with internal and external
stakeholders to learn about the City's needs and culture prior to initiating the recruitment
phase of this assignment. SMC would 'also, appreciate receiving a guided tour of :the
community and major City facilities. These meetings and tour will help SMC :determine the
unique 'challenges to be managed by Fort Collins' next Deputy City Manager. This will
allow SMC to accurately _describe in, the recruitment profile the desired professional and
personal attributes that top "candidates 'should possess.
Once SMC has gained sufficient information, it will prepare a draft recruitment profile wand
review it with the City to obtain its approval. The :profile will include information about the
Fort Collins community, City government, issues and opportunities to be managed by the
next Deputy City Manager, and the job requirements and selection criteria
There are many ways that SMC will use the recruitment profile to attract candidates who,
meet the City's needs and share their values. First, the recruitment profile will ,be posted on
SMC's and the Citys websites. Secondly, SMC will send the recruitment profile to those
persons in SMC's data base who are a good fit with the job requirements and selection
,criteria included in the profile. Thirdly, SMC will e-mail the recruitment profile to persons who
have 'the requisite. experience for the position ,including but not limited to those in the
Mountain Plains region .and those: who have worked in communities with major universities.
SMC's approach to national searches always includes'a target to the client's region as that
region typically yields a greater number of applicants, than other U; S regions., This is done
through advertising the job in state or regional publications, targeted a -mails including the
recruitment profile, and phone. calls to persons in the region who have the requisite :experience
for the position. Please' see the answers to. questions #6 and #7'for additional information
regarding how the search will be focused to ensure candidates' corripatibility with the specific
What role do you see, the City Manager's Office or Human Resources personnel playing in
this process?
Typically Human Resources or the City Manager's Office is -the key liaison point between SMC
and the City and helps to facilitate the meetings that take place at both the recruitment
and selection phases. Also, City staff can coordinate placement of job advertisements and
City review and approval of the recruitment profile.
GUARANTEES
Mr. Slavin is currently involved in ten executive searches many of which are scheduled to be
completed prior to, beginning this search for Fort Collins. Also, please note that Mr. Wenbert
will responsible for a substantial share of the workload for the Fort Collins search as co -
primary .consultant, and he is .only involved in two. searches at this time. Mr. Slavin and Mr.
Wenbert have the'time required to conduct this search as outlined herein.
SMC is committed to complete client satisfaction:_ SMC's successful placement- oriented, ''no
surprises" approach will ensure that the project work is, practical, realistic, and timely and that: it
has the full commitment and support of the City of Fort Collins so that a successful placement
occurs. This_ will be accomplished through regular communication via a -mails and phone calls
by SMC to the City.
Professional Services Agreement
7553 Executive Search Services— Deputy City Manager Page 15 of 18
bocuSign Envelope ID: 7111 10E154C-785FA6AE-AF70-5DF86F3E446B
SMC provides the following guarantees to "clients;
A commitment to excellence. SMC guarantees that' the selection process and
placement will be of high. quality and successful. To accomplish this; SMC will
continue to work with the client until a satisfactory candidate is selected and accepts
employment;
: SMC guarantees its work and .will redo the search if the position is vacated, for any
reason, within two years of the employment date of a SMC recommended candidate;
in this event, SMC will charge the client only for, its out-of-pocket expenses to redo
the search (no professional fees will be charged); and
SMC will never actively recruit any candidate who SMC has placed not will SMC,
actively recruit any employee from a, client organization for at least two; years from
the completion date of an assignment.
Professional Services Agreement
7553 Executive Search Services- Deputy.City Manager Page 16 of 18
DocuSign Envelope ID'710E1 4C-785F-46AE-AF70-5DF86F3E449B,
EXHIBIT B
INSURANCE REQUIREMENTS
The Service Provider'will provide, from insurance companies acceptable to the City, the
insurance coverage designated hereinafter and pay all costs. Before commencing work
under this bid,-the:Service.Provider shall furnish the City with certificates of insurance
showing the type, amount, class of operations covered, effective dates and date of
expiration of;policies, and containing substantially the, following statement:
"The insurance evidenced by this Certificate will not be cancelled or materially
altered, except after ten (10) days written notice has been received by the City of Fort
Collins."
In case of the breach of any provision of.the Insurance Requirements, the City, at its
option, may take out and maintain, at the expense of the Service Provider, such
insurance as the City may deem proper and may deduct the cost of such insurance from
any monies which may due or become due the Service Provider under'this
Agreement. The City, its officers, agents and employees shall be named as additional
insureds on the Service Provider's general liability and automobile liability.jnsurance
policies for any claims.arising out of work performed under this Agreement.
2." Insurance "coverages shall be as follows:
A. Workers' Compensation & Employer's Liability. The Service Provider shall
maintain during the life of this Agreement for all of the Service Provider's
employees engaged in work performed under this agreement:
1. Workers' Compensation insurance with statutory limits as required. by
Colorado law.
2. Employer's Liability insurance with limits. of $.100,000,per accident,
$500,000 disease aggregate, and $100;000 disease each employee.
B. Cormercial General `&Vehicle Liability. The.Service Provid&.shall maintain
during the life of this Agreement such commercial general liability and automobile
liability insurance as will provide coverage for damage claims of personal injury,
including accidental death, as well as for claims for property damage,,which may
arise directly or indirectly from the performance of work under this Agreement:
Coverage for property damage shall be on a "broad form" :basis. The amount of
•insurance for';each coverage, Commercial General and.Vehicle, shall not be less
th'an'$500,000 combined single limits'for bodily injury and property damage.
In the event any work is performed by a subcontractor, the Service Provider shall
be responsible for any liability directly or indirectly arising out of the work
performed under this Agreementby a subcontractor, which liability -is not covered
by the subcontractor's insurance.
Professional Services Agreement
7553 Executive Search Services — Deputy City Manager Page 17 of 18
Doc6&gri Envelope ID: 710E154C-7B5F-46AE-AF70-5DF86F3E4496
'EXHIBIT C
CONFIDENTIALITY
IN CONNECTION WITH SERVICES provided_to the City jof Fort Collins (the "City') pursuant to
this Agreement (the "Agreement"), the Professional, hereby acknowledges that it has. been
informed that the City has established policies and procedures with regard to, the handling of
confidential information and other sensitive materials.
In consideration of access to certain information, data and material (hereinafter individually and
collectively, regardless of nature, referred to as "information'') that" are the property of and/or
relate to the City or its employees, customers or suppliers, which access is related to the
performance of services that the Professional has agreed to perform, the Professional hereby
acknowledges and agrees as follows:
That information that has or will come into its possession or knowledge in connection with the
performance of services for the City may be confidential and/or proprietary, The Professional
agrees to treat as confidential (a) all information •that is owned by the City, or that relates to the
business of the City, or that is used by the City in carrying on business, and (b) all information
that is proprietary to a third party (including_ but not limited to customers and suppliers of the
City). The Professional shall not disclose any such information to any person not having a
legitimate need4o-know for purposes authorized'by the City. Further, the Professional shall not
use such information to obtain any economic or other benefit for itself, or any third party, except_
as specifically authorized by the City.
The foregoing to the contrary notwithstanding, the Professional understands that it shall have no
obligation under this Agreement with respect to information and material that (a) becomes
generally known'to the public by publication or some means other than 'a breach of duty of this
Agreement, or (b) is required by law, regulation or court order to be disclosed, provided that the
request for such disclosure is proper and the disclosure does not exceed that which is required.
In the event of any disclosure under (b) above, the Professional shall furnish a copy of this
Agreement to "anyone to whom it is required to make such disclosure and shall promptly advise
the City in writing of each such disclosure.
In the event that the Professional ceases to perform services for the City, or the City so requests
for any reason; the Professional shall promptly return to the City any and all information
described hereinabove, including all copies, notes and/or summaries (handwritten or
mechanically produced) thereof, in its possession or control or as to which it otherwise has
access.
The. Professional understands and agrees that the City's remedies at law for a breach of the
Professional's obligations under this Confidentiality Agreement may be inadequate and that the
City shall, in the event of any such.breach; be entitled to seek equitable. relief (including without
limitation preliminary and permanent injunctive relief and specific performance) in add.ition to all
other remedies provided hereunder or available at law.
Professional Services Agreement
7553.Executive Search Services — Deputy City Manager Page 18 of 18
OP ID: SS'
A,tl C> "* CERTIFICATE 4F LIABILITY INSURANCE
+✓'' __
DA 2104)`20113
12/04/2013
THIS CERTIFICATE IS ISSUED AS -A MATTER OF INFORMATION ONLY AND`CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS
CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE -COVERAGE. AFFORDED BY THE POLICIES
BELOW. THIS CERTIFICATEOF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING iNSURER(S), AUTHORIZED
.REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. _
IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policylies) must be endorsed. If SUBROGATION IS WAIVED, subject to
the terms -and conditions of the policy, certain policies may require an endorsement. ,A statement on this, certificate does not confer rights. to the
'certificate holder In lieu of such endoisementiS).
PRODUCER
Siegel Insurance, Inc.
2987-Clairmont-Road Suite 425
Atlanta, GA 30329
Nan Nettleman
CONTACT
NAME:
PHONE FAX
NCNo Exit: Arc No:
ADDRESS:
CU9 M R Ds: SLAVI-1 ..
INSURER(S) AFFORDING COVERAGE _
NNC II
INSURED Robert E Slavin, Inc d/b/a
INSURER A: Travelers Ind Co of America
25666
msURERB Charter Oak Fire Ins Co-
25615
Slavin Management Consultants
3040 Holcomb Bridge Rd Al
Norcross; GA 300711-1357
INSURERC: United.S taieS'Liability Ins Co
-
INSURER DI
INSURER E:
.INSURER F :.
rn wrrc r CDTICH`ATC' MIIerDCD+ HFVISIUN NUMH6 H'.
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW. HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD -
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
CERTIFICATE: MAY BE ISSUED OR. MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN'ISSUBJECT TO ALL THE TERMS,
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED.BY PAID CLAIMS.- _
TYPE OF INSURANCE
INS.R
POLICY NUMBER
MMIDD
MMIDD
LIMITS
LIABILITY
EACH OCCURRENCE
$ 1,000,00MERCIAL.
PREMISES Eedpcuhenee
$ 300,000
GENERA. LIABILITY
X
680594DB811TIA
06/01/2013
,06/01/2014
MEDEXP(Anyone.person)
$ 5,00PERSONAL'B
CLAJ-NI, "MADE'FRI OCCUR
ADV INJURY
$ 1,000,00GENERAL
AGGREGATE
$ 2,000,00GREGATE
LIMIT APPLIES PER
PRODUCTS-COMP/OPAOG
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£ICYBILE
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FtM.W�NED
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COMBINED SINGLE LIMIT 'I1,000,0U--
(Ea accidanq
BODILY INJURY(Per Rgmw)OV'MED
AUTO
AUTOS
BODILY INJURY (Par accideN)EDLLED
.PROPERTY DAMAGE
(PER ACCIDENT)
AUTOS.'
D AUTOS1680594
D6811 TIA05
06/01/2013
06MI/2014
-Y
.Wn NED AUTOS
1680594D6811TIA05
-0610112013
06/01/2014
UMBRELLALIAB�
EACH OCCURRENCE
$
AGGFEGATE
$
EXCESS LIAR
CLAIMSMADE
DEDUCTIBLE
£
RETENTION$
B
WORKERS COMPENSATION -
AND EMPLOYERS' LIABILITY v�
AN(PROW21ETORIPARTNEFYEKECUTIVE,
CEFICERIMEMEER EXCLUDED?
(Mandator y_in NH)
N/A
IHUB594D706905
'06101/2013,
06/01/2014-
WC STATLF OTH-
X TORY IMITS - R•
EL. EACH ACCIDENT
_
s 500,00
E L. DISEASE— EA EMPLOYEE
$ 500,000
---
E1 DISEASE -POLICY LIMIT
$ 500,000
It yei, descmg undo,
DESCRIPTION OFOPERATIONS *lJ-
A
Professional
SP1010634 -
-03/02/2013
03/02/2014-
Per Claim - - -- 1,000100
Deduct 1,000
DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD.101,; Additional Remarks Schedule, If more space Is required)
City of Fort Collins, CO
300 Laporte Avenue
Fort Collins, CO 60521
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
NOTICE
THE EXPIRATION DATE THEREOF, WILL BE DELIVERED ' -IN
.ACCORDANCE WITH THE POLICY PROVISIONS.. ,
REPRESENTATIVE
All rights
ACORD.25.(2009109) The ACORD name and.logo are registered marks of ACORD
DocuSign Envelope ID:-710E154C-7B5F-46AE-AF70-5DF86F3E4496
Professional: City: Copy to;
Slavin.Management Consultants City of Fort Collins :City of Fort Collins
Attn: Bob Slavin Attn: tinny Sawyer Attn: Purchasing Dept.
3040 Holcomb Bridge Road, PO Box 580 PO Box'580
Suite A-1 Fort Collins, CO 80522 Fort Collins, CO`80522
Norcross, GA 30011_
In the event of any such early termination by the City, the Professional .shall be paid for
services rendered prior to the date of termination, subject only to the satisfactory
performance of the Professional's obligations under this Agreement: Such payment shall
be the Professional's sole right and remedy for such termination,
4. Design, Project Indemnity and Insurance Responsibility. The Professional shall be
responsible for'the professional quality, technical -accuracy, timely completion and the
coordination of all "services Tendered by the Professional, including but not limited to
designs, plans, reports, specifications, and drawings and shall, without additional
compensation, promptly remedy and correct any errors, omissions; or other deficiencies.
The Professional shall indemnify, save and hold harmless the City, its officers and
employees in accordance with Colorado law, from all damages whatsoever claimed by
third parties against the, City; and for the City's costs and reasonable attorneys fees,
arising directly or indirectly out of the Professional's negligent. performance of any of the
services furnished under this Agreement, The Professional shall -maintain commercial
general_ liability insurance in the -;amount of $500;000 combined. single limits in accordance
with Exhibit B consisting of one (1) page, attached hereto and incorporated herein.
5. Combensation. In consideration of the services to be performed pursuant to this
Agreement, the City agrees to pay Professional a firm.fixed fee in the amount of $14;985
plus reasonable reimbursable direct.costs. 'Expenses will be billed at. actual cost and will
not exceed 55% of the fee ($8,242). Payment terms shall be net.30 days in accordance:
With the following payment schedule:
Professional Services Agreement
7553Executive.Search Services — Deputy City Manager' Page 2,of 18
COMMERCIAL GENERAL LIABILITY
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
BLANKET ADDITIONAL INSURED -OWNERS, LESSEES
OR CONTRACTORS
This endorsement modifies insurance provided under the. following:
COMM ERCIAL.GENERAL LIABILITY COVERAGE PART
PROVISIONS:
1. WHO IS AN INSURED (SECTION ll) is amended
to. include as an insured any person or organiza-
tion (called hereafter "additional insured") whom
you have agreed in a written contract, executed
prior to loss, to'name as additional,insured,'but
only with respect to liability arising out of "your
work" or your ongoing operations for that addj-
tional insured performed by you or for you.
2.. With respect to the insurance afforded to Addi-
tional Insureds'the following conditionsapply:
a. Limits of Insurance — The following limits of
liability apply:
1. The limits which you agreed to provide;
or
2. The limits shown on the declarations,
whichever is less.
b. This insurance is excess over any valid and
collectible insurance unless you have agreed
in a written contract for this insurance to
apply on a primary or contributory basis.
3. This insurance'does not apply:
a: on any basis to any person or organization
for whom you have purchased an Owners
and Contractors Protective policy.
b. to "bodily injury," "property 'damage;" ''per-
sonal injury," or "advertising injury" arising
out of the rendering of or the failure to render
any professional services by or for .you, in-
cluding:
1. The preparing, approving or failing to
prepare, or approve maps, drawings,
opinions, reports, :surveys, change or-
ders, designs or specifications; and
2. Supervisory, inspection or engineering
services.
CG D1 05 04 94 Copyrighi, The Travelers Indemnity Company, 1994. Page 1, of.1
;Includes Copyrighted Material from Insurance,Services Office, Inc.
DocuSign Envelope ID 710E154C-7B5F-46AE-AF70-5DF86F3E4496
a. $4,496 (30%) upon execution of the Agreement
b. $4,496 (30%) at end of thirty days
c- $4,496'(30%0) at end oE;sixty days
d $1,497 (10%) upon candidates accept of the position
6. City Representative. The City Will designate, prior to commencement of work, its project
representative who shall make, within -the scope of his or her authority, all necessary and
proper decisions with reference to the project, Ali requests for contract interpretations,
change 'orders, and other clarification or instruction shall .be, directed to. the City
Representative,:
7. Independent Contractor. 'The services to be performed by Professional are those of an
,independent:contractor and. not of an employee of the City.of Fort .Collins The City shall
not be responsible for withholding any: portion of'Professonal's compensation hereunder
for the payment of FICA,'Workers' Compensation, other taxes or benefits or.for any other
purpose:
8. Personal Services. It is understood that the City enters into this Agreement based on the
special :abilities of the. Professional and that this Agreement shall be considered as 'an
agreement for personal services. Accordingly; the Professional shall neither assign any
responsibilities nor delegate any duties arising under this Agreement without the prior
written consent of the City.
9. Subcontractors. Service Provider may not subcontract any of the Work set forth in this
Agreement without the prior written consent of the city; which shall not be unreasonably
withheld. If any of the Work is subcontracted hereunder (with the consent of the City), then
the following provisions shall apply: (a) the subcontractor must be a reputable, qualified,
firm with an established record of successful performance in its respective trade
Professional Services Agreement
7553'Executive Search Services - Deputy City'Manager Page 3.of 18`
DoOSign Envelope ID:710E154C-785F-46AE-AF76-5DF86F3E4496
performing identical or substantially similar work, (b) the subcontractor will be required to
comply with.all applicable terms of this Agreement, (c) the subcontract will not create any
contractual relationship between any such subcontractor and the City, nor will it obligate
the City to pay or see to the payment of any subcontractor, and (d) the work of the
subcontractor will be subject to inspection by the City to'the, same extent as.the.work of
the Service Provider.
10. Default. Each and every term and condition hereof shall be deemed to be a material
element of this Agreement. In the event either party should fail or refuse to ,perform
according to the terms of this, agreement, such party May declared in default.
11. .Remedies. In the event a party has been declared in default, such defaulting party shall
be allowed a period of (10) days within which. to cure said default. In the event the
default remains uncorrected, the party declaring default may' elect to (a) terminate the
Agreement and seek damages; (b) treat the Agreement as continuing and require specific
performance; or (c) avail himself .of .any other remedy at law or equity. If the non-
defaulting party commences legal or equitable actions against the defaulting party, the
defaulting party shall be liable to the non -defaulting party for the non -defaulting party's
reasonable attorney fees and costs incurred because of the default.
1.2., Bindinq Effect. This writing, together with the exhibits hereto, constitutes the entire
agreement between the parties :and shall be binding upon said parties, their officers,
employees, agents and assigns and shall inure to the benefit of the respective survivorsi
heirs, personal representatives, successors and;assigns of said parties.
13. Law/Severability. The laws. of the State of Colorado shall govern the construction,
interpretation, execution and enforcement of this IAgreement. in the.event any provision of
this Agreement shall be held invalid or unenforceable by any court of competent
jurisdiction, such holding shall not invalidate or render unenforceable any other provision
Professional Services Agreement
7553 Executive Search Services— Deputy City Manager Page of 18
DocuSlgn'Envelope ID:710E154C-7B5F-46AE-AF70-5DF86F3E449B
of this Agreement.
14. Prohibition Against Employing Illegal Aliens. Pursuant io Section 8-17.5-101, C.R.S., et.
seq.; Professional represents and agrees that:
P. As of the date of this Agreement:
1. Professional does not knowingly employ or contract with an illegal alien who will
perform work under this Agreement; and
2. Professional will participate in either the e-Verify program created in Public. Law
208, 104th Congress, as amended, and expanded in Public Law 156, 108th
Congress; as amended, administered by the United. States Department of
Homeland Security (the "e-Verify Program") or :the Department Program (the
'Department Program"), an employment verification program established pursuant
to Section 8-17.5-102(5)(c) C.R.S.'in order, to confirm the employment eligibility of
all newly hired employees to perform work under this Agreement.
b. Professional shall not knowingly employ or contract with an illegal alien to perform
work under this Agreement or knowingly enter into a contract with a subcontractor that
knowingly employs or contracts:with.an'illegal alien to perform work under this
Agreement:
c. Professional is prohibited from using.thee-Verify Program. or: Department Program
procedures to Undertake, pre-employmentscreening of job applicants while this
Agreement is being performed.
d. If Professional obtains actual knowledge that a subcontractor performing work under
this Agreement knowinglyemploys or contracts with an illegal alien, Professional shall:
Professional Services Agreement
7553 Executive Search Services — Deputy City Manager Page 5 of'18
DocuSlp Envelope ID: 710E154G7B5F-46AE-AF70-5DF86F3E449B
1. Notify such subcontractor and the City within three days that Professional has
actual knowledge that the subcontractor is employing'or contracting with an.illegal
alien; and
2. Terminate the subcontract with the subcontractor if within three days of receiving
the notice required pursuant to this section the subcontractor does not cease
employing or contracting with the illegal alien; except,that Professional shall not
terminate the contract with the subcontractor if during such three days the
subcontractor provides information to establish that the subcontractor has not
knowingly employed or contracted with an illegal alien.
e. Professional shall comply with any reasonable request I y the Colorado Department of
Labor and E-niployment,(the""Department") made in the course of an investigation that
the Department undertakes or is undertaking pursuant to the authority established in
Subsection 8-17.5-102 (5), C R.S.
f: If Professional violates any provision of this Agreement pertaining to the duties
imposed by Subsection 8-175-102, C.R.S. the City may terminate this Agreement. If
.this Agreement is so terminated, Professional shall be. liable for actual and
consequential damages to the City arising out of Professionals violation of Subsection
8-.17.5=102, C;R.S.
g. The City will notify the Office of the, Secretary of State if Professional violates this
provision of this Agreement and the City terminates.the Agreement for such breach.
15. Special Provisions. Special provisions or conditions relating to the services to be
performed pursuant to this Agreement are set forth in Exhibit "C" - Confidentiality,
consisting of one (1) page, attached hereto and incorporated herein by this reference.
Professional Services Agreement
7553 Executive.. Search Services — Deputy City Manager Page of 18
DocuSign EnvelojeID' 710E154C-7B5F-46AE-AF70-5DF86F3E449B
THE CITY OFrF(7RT)FOLLINS,�LORADO
M
Director of Purc asing &'Risk Management
DATE: r
'SLAVIN MANAGEMENT CONSULTANTS
By:
Paul wegberx
Printed::
Title: )'r' as f
Date: .f.. 20/ 3
Professional Services Agreement
7553 Executive Search Services — Deputy City Manager Pagel of 18
DocuSign Envelope ID: 710E154C-7B5F46AE-AF70-5DF86F3F449B
EXHIBIT A
SCOPE OF SERVICES
SCOPE OF SERVICES
Professional will provide -executive search services to aid in hiring a Deputy City Manager. Fort
Collins is a vibrant, community that operates under the Council/Manager form of government.
The municipal organization serves approximately 15,1,000 citizens and has been recognized, as
one of the best places to live, vacation and do business. The Deputy City Managerserves,at the
pleasure of the City Manager and provides leadership and assistance to the City Council and
,the City Manager and City Organization.
The Deputy City Manager is-.
• Trusted partner to the City Manager and, Executive Leadership Team.
• Operational problem solver and coordinator.
• `Supporter and driver of organization initiatives.
• Liaison between citizens, boards and commissions; Council, City Manager and internal .
service areas.
Strategic thinker who assists in setting strategic direction of the City.
• Proven leader, competent decision=maker,. excellent communicator.
• Member of Executive Leadership Team.
The selected firm will be expected to will work closely with the City throughoutthe search and
selection process:
Services required will include the -following'.
1. Work closely with the City Manager and designated City personnefto finalize a profile for the
Deputy City Manager .position. Utilize input from constituents to customize profile, and
.selection process.
2. Coordinate, recruiting efforts for the position, including advertising -and personal recruitment of
candidates.
3. Review and screen applications.
4. Conduct preliminary interviews on selected candidates:
5.. Work closely with designated"City staff to develop a site visit agenda and interview schedule.
6. Provide a list of approximately 15-20 candidates as soon as practical.
7. Coordinate follow-up interviews and site visits.
8. Negotiate employment offer.
Professional Services Agreement
7553 Executive Search Services— Deputy City Manager Page 8,of 18
DocuSign Envelope. ID: 710E154C7B5F-46AE-AF70-5DF86F3E449B.
WORK PLAN & TIMELINE
SMG will use a proven and comprehensive seven -step work plan .to complete this project
as follows:
1. Develop recruitment profile;
2. Recruit qualified candidates;
3. Submit written.progress report on semi-finalists to; client;
4. Conduct background investigations/site visits on finalists;
S. Assist client in interview and selection process;
6. Facilitate employment of selected candidate; and
7. Conduct follow-up with client after candidate has been employed.
Develop recruitment profile
SMC will meet with the City Manager and other staff to learn about the, City's needs_
and culture. Also, SMC will provide options for additional lexternal and internal
stakeholder involvement. Finally, SMC would appreciate receiving ;a guided tour of the:
community. These meetings and tour as well as 'independent research conducted by
SMC about the community and position will help SMC determine the unique challenges
to be managed by Fort :Collins' next .Deputy City Manager. This will. allow SMC to
.accurately describe the desired professional and personal attributes top candidates
should possess.
Once SMC 'has gained sufficient information, 'it will prepare a 'draft recruitment, profile
and review it with the City 'Manager to :obtain their approval. The profile wilt include
information about the Fort Collins community, City government, issues and opportunities
to be managed by the next .Deputy City Manager, and the .job requirements and
selection criteria.
2, Recruit qualified .can didates
SMC will utilizethe following resources to conduct a national recruitment for qualified
candidates that meet .the job specifications and selection criteria for the p"osition:
SMC's,;database of candidates;
SMC's professional local government management network;,
Advertisements in national professional print publications and websites and
regional publications as appropriate; and
• Sending the recruitment profile to persons who have,the,requisite experience for the
;position.
Submit written progress report on.semi-finalists
After the recruitment.phase of this assignment -is
progress report on 15-20 semi-finalist candidates
discuss this report.
Professional Services Agreement
7553 Executive Search Services -,Deputy City Manager
completed, 'SMC will submit a written
and meet in person with the City to
Page 9 of-18