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CM-2017-1419 - 6/14/2017Contract for Component Executive Search Services For Assistant Director, Planning & Development Date: June 13, 2017 By and Between Strategic Government Resources and City of Round Rock, Texas City of Round Rock, Texas Strategic Government Resources c/o Cindy Hanna, Managing Director CindyHanna@GovernmentResource.com ("SGR") c/o Bryan Williams, Assistant City Manager bwilliams@roundrocktexas.gov ("Client") Scope of Services. SGR offers individually priced executive search components to deliver only the specific services you need . Unless otherwise noted, all services are rendered remotely. Onsite vis its , if desired , are considered a separate component and subject to additional professional fees and travel expenses . Each of the individual components, and the pricing for each , is included below . • Digital Talent Marketing Package I $2,000 • SGR agrees to : one mention in SGR 's 10 in 10 e-newsletter; one email blast to SGR 's profession specific opt-in subscriber list; and one -time promotion v ia SGR 's social media pages. • Marketing and Application Management I $9,950 • The marketing portion of this package includes the following items : o Position Profile Brochure . SGR utilizes a professional graph ic des igner and professional writer to produce a three (3) to five (5) page brochure based on informat ion and photos provided by the client . The brochure is reviewed and revised i n partnership with the Client until Client agrees that it accurately reflects the community, organization , pos ition, and desired attributes. Client shall provide photos, graphic images, and other information (job description, budget documents, links to web pages, etc.) needed to develop position profile brochure. o Marketing. The marketing spans over thirty (30) day to a maximum of forty-five (45) days , as specified by Client. Within this specified time period , SGR agrees to : post pos ition in upcoming edition of SGR 's 10 in 10 e-news letter on Servant Leadership; feature position on SGR website; feature ad on SGR 's Job Board ; email blast to SGR 's profession specific opt-in subscriber list; promotion via SGR 's soc i al media pages; evaluation and recommendation for ad placement based on type of position and location ; and, placements of ads (pass -through cost of ad placements not included). {'),j,, 20(7-{'-/fv/ PO Box 164 2 K e ll er, Texas 76244 817 -337-858 1 www .GovemmentResource .com o 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 . o Application Management. 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 via phone or online w ith Client after position closes . Client will specify how long position will accept applications, up to a maximum of 45 days . Within seven (7) business days of application close date , SGR will conduct a phone or on line briefing with Client , after position closes, and present a triage ranking of candidates . o 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. o 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). After the second posting of position , each additional opening will be charged as a new position for the full amount of$9,950. • Stakeholder Survey I $1,000 • 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 far 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 . Survey is not validated statistically. • Questionnaire I $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 . Page 2 of 5 • Online Interviews I $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 I $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 med ia or Google search . The report may include news articles, links to video i nterviews, 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 I $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 . • Background Checks I $300 per candidate • Through SGR 's partnership with a licensed private investigations firm , we are 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); county wants and warrants; Federal criminal records search; lnstaCriminal 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. Page 3 of 5 • 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. • 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 . • Supplemental Services I $250 per hour • If the Client desires any supplemental services not mentioned in this section , an estimate of the cost and hours to be committed will be provided at that time, and no work shall be done without approval. Supplemental services will be billed out at $250 per hour. Summary of Pricing. Service Pricing (excludes reimbursable expenses or add-ons) Digital Talent Marketing Package $2,000 Marketing and Application Management $9,950 Stakeholder Survey $1,000 Questionnaire $250 per candidate Online Interviews $250 per candidate Comprehensive Media Reports $500 per candidate Management Style Analysis $150 per candidate Background Checks $300 per candidate Reference Checks $100 each Team Building Workshop $4,000 plus travel expenses, $150 per person for I-OPT reports Supplemental Services $250 per hour Reimbursable Expenses. • Ad Placement and Social Media Marketing Fees. Ad placements and social media marketing are billed at actual cost . No ad placement or marketing costs will be incurred without prior approval of Client . • Reproduction and Binding Costs. Copies are billed at 26 cents per page, plus the cost of binders/binding . • Flash Drives. Flash drives are billed at $10 each . • Shipping. Shipping charges are billed at actual cost. • 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 for overhead . 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. Page 4 of 5 Payment. SGR will invoice for each component option immed iately upon complet io n . This may result in multiple invoices for this contract, depending on how many service options are selected by the Client. Payment terms are th irty (30) days from date of invoice . Terms and Conditions . • Obligation. This contract provides enabling authority only, and no work will be initiated without the advance authorization of Client. There is no obligation under this agreement for the Client to utilize any of these services or any minimum volume of these services. • Severability. The Client reserves the right to terminate this agreement at any time upon giv i ng 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 obl igation 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 uti lize its proprietary network of relationships to identify and engage prospective candida tes, and that premature release of such proprietary information, including names of appl icants 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 . Approved and Agreed to, this the 2017 by and between -64~w~~ City of Round Rock Name~~ _kyt u/1 / (114-IYtf Title fh:.sJ-tJ-ly fJ,1,,;n,1{:e,- Strategic Government Resources Page 5 of 5 City of Round Rock Agenda Item Summary Agenda Number: Title: Consider authorization for a Contract for Component Executive Search Services for Assistant Director, Planning & Development with Strategic Government Resources (SGR). Type: City Manager Item Governing Body: City Manager Approval Agenda Date: 6/16/2017 Dept Director: Bryan Williams Cost: $10 ,000 .00 Indexes: General Fund Attachments: Planning AD Department: City Manager's Office Text of Legislative File CM-2017-1419 Consider authorization for a Contract for Component Executive Search Services for Assistant Director , Planning & Development with Strategic Government Resources (SGR). SGR will assist with a nation-wide search for the Assistant Director position in the Planning & Development Services department. We have utilized services from SGR for other executive positions , such as Fire Chief and Chief Financial Officer. (This contract was approved out-of-process .) Cost: Total cost is estimated at $10,000 . Source of Funds : City Manager Contingency funds City of Round Rock Page 1 Printed on 6/15/2017