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CM Recruitment ServicesAGREEMENT FOR PROFESSIONAL SERVICES FOR RECRUITMENT SERVICES a ft / This Agreement is made and entered into this / day of feu' , 20^1 by and between the CITY OF SAN RAFAEL (hereinafter "CITY"), and WBCP, INC. (hereinafter "CONSULTANT"). RECITALS WHEREAS, the CITY has determined that professional recruitment services are needed; and WHEREAS, the CONSULTANT has agreed to render such services. AGREEMENT NOW, THEREFORE, the parties hereby agree as follows: 1. PROJECT COORDINATION. A. CITY'S Project Manager. The Assistant City Manager is hereby designated the PROJECT MANAGER for the CITY and said PROJECT MANAGER shall supervise all aspects of the progress and execution of this Agreement. B. CONSULTANT'S Project Director. CONSULTANT shall assign a single PROJECT DIRECTOR to have overall responsibility for the progress and execution of this Agreement for CONSULTANT. Heather Jack is hereby designated as the PROJECT DIRECTOR for CONSULTANT. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONSULTANT shall notify the CITY within ten (10) business days of the substitution. 2. DUTIES OF CONSULTANT. CONSULTANT shall perform the duties and/or provide services outlined in the CONSULTANT's proposal dated September 7, 2020, marked as Exhibit A, attached hereto and incorporated herein. 3. DUTIES OF CITY. CITY shall pay the compensation as provided in Paragraph 4, and perform the duties as described in Exhibit A. 4. COMPENSATION. For the full performance of the services described herein by CONSULTANT, CITY shall pay CONSULTANT consulting services fees and expenses as outlined in Exhibit A, for a total compensation not -to -exceed $39,800. Payment will be made monthly upon receipt by PROJECT MANAGER of itemized invoices submitted by CONSULTANT. TERM OF AGREEMENT. The term of this Agreement shall be for one (1) year commencing upon date of execution of this Agreement. Upon mutual agreement of the parties, and subject to the approval of the City Manager the term of this Agreement may be extended for an additional period of up to six (6) months. 6. TERMINATION. A. Discretionary. Either party may terminate this Agreement without cause upon thirty (30) days written notice mailed or personally delivered to the other party. B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days written notice mailed or personally delivered to the other party, and the notified party's failure to cure or correct the cause of the termination, to the reasonable satisfaction of the party giving such notice, within such fifteen (15) day time period. C. Effect of Termination. Upon receipt of notice of termination, neither party shall incur additional obligations under any provision of this Agreement without the prior written consent of the other. D. Return of Documents. Upon termination, any and all CITY documents or materials provided to CONSULTANT and any and all of CONSULTANT's documents and materials prepared for or relating to the performance of its duties under this Agreement, shall be delivered to CITY as soon as possible, but not later than thirty (30) days after termination. 7. OWNERSHIP OF DOCUMENTS. The written documents and materials prepared by the CONSULTANT in connection with the performance of its duties under this Agreement, shall be the sole property of CITY. CITY may use said property for any purpose, including projects not contemplated by this Agreement. 8. INSPECTION AND AUDIT. Upon reasonable notice, CONSULTANT shall make available to CITY, or its agent, for inspection and audit, all documents and materials maintained by CONSULTANT in connection with its performance of its duties under this Agreement. CONSULTANT shall fully cooperate with CITY or its agent in any such audit or inspection. Revised 1/29/2020 9. ASSIGNABILITY. The parties agree that they shall not assign or transfer any interest in this Agreement nor the performance of any of their respective obligations hereunder, without the prior written consent of the other party, and any attempt to so assign this Agreement or any rights, duties or obligations arising hereunder shall be void and of no effect. 10. INSURANCE. A. Scope of Coverage. During the term of this Agreement, CONSULTANT shall maintain, at no expense to CITY, the following insurance policies: 1. A commercial general liability insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, for death, bodily injury, personal injury, or property damage. 2. An automobile liability (owned, non -owned, and hired vehicles) insurance policy in the minimum amount of one million dollars ($1,000,000) dollars per occurrence. 3. If any licensed professional performs any of the services required to be performed under this Agreement, a professional liability insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, to cover any claims arising out of the CONSULTANT's performance of services under this Agreement. Where CONSULTANT is a professional not required to have a professional license, CITY reserves the right to require CONSULTANT to provide professional liability insurance pursuant to this section. 4. If it employs any person, CONSULTANT shall maintain worker's compensation insurance, as required by the State of California, with statutory limits, and employer's liability insurance with limits of no less than one million dollars ($1,000,000) per accident for bodily injury or disease. CONSULTANT's worker's compensation insurance shall be specifically endorsed to waive any right of subrogation against CITY. B. Other Insurance Requirements. The insurance coverage required of the CONSULTANT in subparagraph A of this section above shall also meet the following requirements: 1. Except for professional liability insurance or worker's compensation insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as additional insureds (for both ongoing and completed operations) under the policies. 2. The additional insured coverage under CONSULTANT'S insurance policies shall be "primary and noncontributory" with respect to any insurance or coverage maintained by CITY and shall not call upon CITY's insurance or self-insurance coverage for any contribution. The "primary and noncontributory" coverage in CONSULTANT'S policies shall be at least as broad as Revised 1129/2020 ISO form CG20 01 04 13. 3. Except for professional insurance, the insurance policies shall include, contractual liability and personal injury. liability insurance or worker's compensation in their text or by endorsement, coverage for 4. By execution of this Agreement, CONSULTANT hereby grants to CITY a waiver of any right to subrogation which any insurer of CONSULTANT may acquire against CITY by virtue of the payment of any loss under such insurance. CONSULTANT agrees to obtain any endorsement that may be necessary to effect this waiver of subrogation, but this provision applies regardless of whether or not CITY has received a waiver of subrogation endorsement from the insurer. 5. If the insurance is written on a Claims Made Form, then, following termination of this Agreement, said insurance coverage shall survive for a period of not less than five years. 6. The insurance policies shall provide for a retroactive date of placement coinciding with the effective date of this Agreement. 7. The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before CITY'S own insurance or self-insurance shall be called upon to protect it as a named insured. 8. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits shall be available to CITY or any other additional insured party. Furthermore, the requirements for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured; whichever is greater. No representation is made that the minimum Insurance requirements of this agreement are sufficient to cover the obligations of the CONSULTANT under this agreement. C. Deductibles and SIR'S. Any deductibles or self-insured retentions in CONSULTANT's insurance policies must be declared to and approved by the PROJECT MANAGER and City Attorney and shall not reduce the limits of liability. Policies containing any self-insured retention (SIR) provision shall provide or be endorsed to provide that the SIR may be satisfied by either the named insured or CITY or other additional insured party. At CITY's option, the deductibles or self-insured retentions with respect to CITY shall be reduced or eliminated to CITY's satisfaction, or CONSULTANT shall procure a bond guaranteeing payment of losses and related investigations, claims administration, attorney's fees and defense expenses. D. Proof of Insurance. CONSULTANT shall provide to the PROJECT MANAGER or CITY'S City Attorney all of the following: (1) Certificates of Insurance evidencing the insurance coverage required in this Agreement; (2) a copy of the policy declaration page and/or endorsement Revised 1/29/2020 page listing all policy endorsements for the commercial general liability policy, and (3) excerpts of policy language or specific endorsements evidencing the other insurance requirements set forth in this Agreement. CITY reserves the right to obtain a full certified copy of any insurance policy and endorsements from CONSULTANT. Failure to exercise this right shall not constitute a waiver of the right to exercise it later. The insurance shall be approved as to form and sufficiency by PROJECT MANAGER and the City Attorney. 11. INDEMNIFICATION. A. Except as otherwise provided in Paragraph B., CONSULTANT shall, to the fullest extent permitted by law, indemnify, release, defend with counsel approved by CITY, and hold harmless CITY, its officers, agents, employees and volunteers (collectively, the "City Indemnitees"), from and against any claim, demand, suit, judgment, loss, liability or expense of any kind, including but not limited to attorney's fees, expert fees and all other costs and fees of litigation, (collectively "CLAIMS"), arising out of CONSULTANT'S performance of its obligations or conduct of its operations under this Agreement. The CONSULTANT's obligations apply regardless of whether or not a liability is caused or contributed to by the active or passive negligence of the City Indemnitees. However, to the extent that liability is caused by the active negligence or willful misconduct of the City Indemnitees, the CONSULTANT's indemnification obligation shall be reduced in proportion to the City Indemnitees' share of liability for the active negligence or willful misconduct. In addition, the acceptance or approval of the CONSULTANT's work or work product by the CITY or any of its directors, officers or employees shall not relieve or reduce the CONSULTANT's indemnification obligations. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CONSULTANT'S performance of or operations under this Agreement, CONSULTANT shall provide a defense to the City Indemnitees or at CITY'S option reimburse the City Indemnitees their costs of defense, including reasonable attorneys' fees, incurred in defense of such claims. B. Where the services to be provided by CONSULTANT under this Agreement are design professional services to be performed by a design professional as that term is defined under Civil Code Section 2782.8, then, to the extent permitted by law including without limitation, Civil Code sections 2782, 2782.6 and 2782.8, CONSULTANT shall indemnify and hold harmless the CITY and its officers, officials, and employees (collectively City Indemnitees) from and against damages, liabilities or costs (including incidental damages. Court costs, reasonable attorney's fees as may be determined by the Court, litigation expenses and fees of expert witnesses incurred in connection therewith and costs of investigation) to the extent they are caused by the negligence, recklessness, or willful misconduct of CONSULTANT, or any subconsultants, or subcontractor or anyone directly or indirectly employed by them, or anyone for whom they are legally liable (collectively Liabilities). Such obligation to hold harmless and indemnify any indemnity shall not apply to the extent that such Liabilities are caused in part by the negligence or willful misconduct of such City Indemnitee. C. The defense and indemnification obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement, and shall survive the termination or completion of this Agreement for the full period Revised 1/29/2020 of time allowed by law. 12. NONDISCRIMINATION. CONSULTANT shall not discriminate, in any way, against any person on the basis of age, sex, race, color, religion, ancestry, national origin or disability in connection with or related to the performance of its duties and obligations under this Agreement. 13. COMPLIANCE WITH ALL LAWS. CONSULTANT shall observe and comply with all applicable federal, state and local laws, ordinances, codes and regulations, in the performance of its duties and obligations under this Agreement. CONSULTANT shall perform all services under this Agreement in accordance with these laws, ordinances, codes and regulations. CONSULTANT shall release, defend, indemnify and hold harmless CITY, its officers, agents and employees from any and all damages, liabilities, penalties, fines and all other consequences from any noncompliance or violation of any laws, ordinances, codes or regulations. 14. NO THIRD PARTY BENEFICIARIES. CITY and CONSULTANT do not intend, by any provision of this Agreement, to create in any third party, any benefit or right owed by one party, under the terms and conditions of this Agreement, to the other party. 15. NOTICES. All notices and other communications required or permitted to be given under this Agreement, including any notice of change of address, shall be in writing and given by personal delivery, or deposited with the United States Postal Service, postage prepaid, addressed to the parties intended to be notified. Notice shall be deemed given as of the date of personal delivery, or if mailed, upon the date of deposit with the United States Postal Service. Notice shall be given as follows: TO CITY's Project Manager: Cristine Alilovich City of San Rafael 1400 Fifth Ave, Room 203 San Rafael, CA 94901 TO CONSULTANT's Project Director: Wendi Brown WBCP, Inc. 360 Riverside Ave. P.O. Box 909 Gold Hill, OR 97525 16. INDEPENDENT CONTRACTOR. For the purposes, and for the duration, of this Agreement, CONSULTANT, its officers, agents and employees shall act in the capacity of an Independent Contractor, and not as employees of Revised 1/29/2020 the CITY. CONSULTANT and CITY expressly intend and agree that the status of CONSULTANT, its officers, agents and employees be that of an Independent Contractor and not that of an employee of CITY. 17. ENTIRE AGREEMENT -- AMENDMENTS. A. The terms and conditions of this Agreement, all exhibits attached, and all documents expressly incorporated by reference, represent the entire Agreement of the parties with respect to the subject matter of this Agreement. B. This written Agreement shall supersede any and all prior agreements, oral or written, regarding the subject matter between the CONSULTANT and the CITY. C. No other agreement, promise or statement, written or oral, relating to the subject matter of this Agreement, shall be valid or binding, except by way of a written amendment to this Agreement. D. The terms and conditions of this Agreement shall not be altered or modified except by a written amendment to this Agreement signed by the CONSULTANT and the CITY. E. If any conflicts arise between the teens and conditions of this Agreement, and the terms and conditions of the attached exhibits or the documents expressly incorporated by reference, the terms and conditions of this Agreement shall control. 18. SET-OFF AGAINST DEBTS. CONSULTANT agrees that CITY may deduct from any payment due to CONSULTANT under this Agreement, any monies which CONSULTANT owes CITY under any ordinance, agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or other amounts. 19. WAIVERS. The waiver by either party of any breach or violation of any term, covenant or condition of this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or violation of the same or other term, covenant, condition, ordinance, law or regulation. The subsequent acceptance by either party of any fee, performance, or other consideration which may become due or owing under this Agreement, shall not be deemed to be a waiver of any preceding breach or violation by the other party of any term, condition, covenant of this Agreement or any applicable law, ordinance or regulation. 20. COSTS AND ATTORNEY'S FEES. The prevailing party in any action brought to enforce the terms and conditions of this Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs Revised 1/29/2020 (including claims administration) and attorney's fees expended in connection with such action. 21. CITY BUSINESS LICENSE / OTHER TAXES. CONSULTANT shall obtain and maintain during the duration of this Agreement, a CITY business license as required by the San Rafael Municipal Code CONSULTANT shall pay any and all state and federal taxes and any other applicable taxes. CITY shall not be required to pay for any work performed under this Agreement, until CONSULTANT has provided CITY with a completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and Certification). 22. SURVIVAL OF TERMS. Any terms of this Agreement that by their nature extend beyond the term (or termination) of this Agreement shall remain in effect until fulfilled and shall apply to both Parties' respective successors and assigns. 23. APPLICABLE LAW. The laws of the State of California shall govern this Agreement. 24. COUNTERPARTS AND ELECTRONIC SIGNATURE. This Agreement may be executed by electronic signature and in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one document. Counterpart signature pages may be delivered by telecopier, email or other means of electronic transmission. IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. CITY OF SAN RAFAEL ATTEST: �Vi4,44,s44- LINDSAY LARA, City Clerk Revised 1/29/2020 CONSULT. IM Title: �ICOSIIAi a [if CONSULTANT is a corporation, add signature of second corporate officer] IN APPROVED AS TO FORM: Name: QTitle: r ROBERT F. EPSTEIN, ity Attorney Revised 1/29/2020 WBCP PROPOSAL �l W. BROWN CREATIVE PARTNERS Executive Search Services for PVX RA F,q 1 - z TWO POSITIONS September 7, 2020 www.wbcpinc.com EvifflI _ T A TABLE OF CONTENTS SUBJECT I. COVER LETTER 1 II. BACKGROUND/QUALIFICATIONS 2-4 III. GUARANTEE 4 IV. CONSULTANT BIOS / ORG CHART S-7 V. RECRUITMENT STRATEGY 8-9 VI. TIMELINE 10 VII. REFERENCES 11-12 VIII. COST PROPOSAL 13 WBCP I. COVER LETTER September 7, 2020 Cristine Alilovich I City of San Rafael ASSISTANT CITY MANAGER 1400 Fifth Ave., Room 203 San Rafael, CA 94901 Re: Search Services—Two Positions O WBOP- W BROWN CREATIVE PARTNERS It is our pleasure to submit this proposal for executive search services to secure your ideal candidates to fill two executive positions (titles TBD) for City of San Rafael. It's been proven that great employees are looking for great employers; not just a paycheck. WBCP provides a broader perspective to recruitment services — going beyond securing the ideal candidate — we brand your organization as an employer of choice. Additionally, we boost your employer identification through eye catching marketing materials, innovative search practices and responsive and respectful communications with your applicants and stakeholders. We provide a fair and equal recruitment process attracts ethnically and gender diverse applicant pools. We have a great team to support your recruitment! I have over 20 years of experience in executive search and other human resource services, including working with elected and executive leadership. We have several full-time support staff and a team of senior consultants we bring on as needed for various recruitments and consulting projects, several of whom live in California and many who specialize in various public sector subject matters. I lived for over 35 years in California and have been supporting public sector recruiting in California for over 20 years, we have offices in the Bay Area and Central California, and we know the California candidate marketplace well. Clients chose our firm over others because of our sterling reputation of finding great candidates, our ability to dedicate the time needed to manage all the details of a recruitment, and our ability to work with your support staff and stakeholder groups. Our clients have great things to say about the quality of the service we provide, and the amazing candidates we find them; and the vast majority of our clients are return customers. Please feel comfortable reaching out to these organizations to get their feedback directly. Lastly, I love what I do and I'm passionate about finding exceptional candidates who are also passionate about serving others. My staff and I are driven, and I desire to exceed client expectations. I appreciate your consideration in retaining our services and hope to have an opportunity to work with you in the future. Best regards, --, k11 Wendi Brown President, WBCP, INC. U W B,C P Confidential II. BACKGROUND AND QUALIFICATIONS Principal: Wendi Brown, President Company Legal Name: WBCP, Inc. Tax ID: 81-5454037 Phone: 866-929-WBCP (9227) / 541-664-0376 Fax: 866-224-1423 Address: • Oregon Main Office: WBCP, Inc., Gold Hill, 360 Riverside Ave., P.O. Box 909, Oregon 97525 • California Main Office: WBCP, Inc., Morgan Hill, CA 95037 • Satellite Office: California — WBCP, Inc., San Jose, CA 95125 • Satellite Office: California — WBCP, Inc., Nipomo, CA 93444 WBCP, Inc. is a 100% woman owned business, an S Corporation, not part of a parent company, and is a registered small business through the U.S. Small Business Administration (SBA). WBCP is registered to do business in California, Oregon, Washington, and Arizona. WBCP files and pays California S Corp and personal income taxes. EXPERIENCE: BUSINESS HISTORY WBCP, Inc. has been in business since 2004, and serves nonprofit and public sector organizations. WBCP offers a variety of services, including: partial and full service search services for individual contributor, supervisor, management and executive management positions; human resources consulting—organizational development, training, classification and compensation studies, analysis and assessments, etc. CURRENT ENGAGEMENTS: WBCP has the capacity to accept and manage this recruitment immediately. WBCP has over 20 years of experience providing search services for public sector and nonprofit organizations. We have successfully secured professionals and provided other consulting services in Oregon, Arizona and California for the Cities of: Ashland (OR), Grants Pass(OR), Medford (OR), Central Point (OR), Phoenix (OR), Talent (OR), Chandler (AZ); and California cities of: Irvine, Lincoln, Livermore, Medford, Oxnard, Petaluma, Phoenix, San Rafael, Santa Paula, Santa Maria, Riverside, Roseville, Truckee, and Ventura. We have also secured professionals for many diverse industries and clients, in Counties of: Contra Costa, Fresno, Humboldt, Jackson, Lake, Lane, Los Angeles, Marin, Napa, Orange, Riverside, San Joaquin, San Luis Obispo, Santa Barbara, Solano, Stanislaus, and Tuolumne. We have also secured executives for positions in several local and national nonprofit organizations and several districts, including Valley Water, Sacramento Area Flood Control Agency (SAFCA) Tuolumne Utilities District, Olivehurst Public Utility District, North American Blueberry Council/U.S. Highbush Blueberry Council (NABC/USHBC), Boulder Creek Protection District, and Jackson County Fire District 5, and nonprofit organizations, such as Center Point, Options Recovery, Radio Bilingiie, Latino Public Broadcasting, Futures Without Violence (Family Violence Protect Fund). 2 0 W B,CP Confident. Below is a selection of similar recruitments we have managed: Parks and Recreation, Community Services & Arts • Parks Director, City of Ashland, CA • Parks Director, County of Santa Barbara, CA • Assistant Director, Recreation and Parks, City of Santa Maria, CA • Assistant Parks Director, County of Santa Barbara, CA • Community Development Director, City of Grants Pass, OR • Community Services Director, City of Irvine, CA • Community Services Director, City of San Rafael, CA • Executive Director, Arts Commission, Santa Barbara County, CA • Real Estate Program Manager, Sacramento Area Flood Control Agency, CA Planning and Building • Planning Manager, County of Solano, CA • Principal Planner, Sacramento Area Flood Control Agency (SAFCA), CA • Planning Director, County of Santa Barbara, CA • Environmental Planning Manager, County of San Luis Obispo, CA • Assistant Planning Director, County of Santa Barbara, CA • Principle Planner, Sacramento Area Flood Control Agency, CA • Planner 1/11/III, County of Santa Barbara, multiple departments (filled 12 positions), CA • Planner: II/III, Senior Planner, Principle Env. Planner, Div. Manager, (filled 4 positions) County of SLO, CA • Chief Building Officer, City of San Rafael, CA • Chief Building Official, City of Calistoga, CA Organizational Leadership - including Safety • Town Manager, Town of Truckee, CA • City Manager, City of Petaluma, CA • City Manager, City of Phoenix, OR • City Manager, City of Oxnard, CA • City Manager, City of Ventura, CA • General Manager, Olivehurst Public Utility District, CA • General Manager, Tuolumne Utilities District, CA • General Manager, LA Public Media, CA • Chief Executive Officer, CaIPIA (California Prison Authority), CA • Chief Operating Officer, IT and Administrative Services, Valley Water District, CA • Chief Operating Officer, Water Utility Enterprise, Valley Water District, CA • Assistant County Administrative Officer, Santa Barbara County, CA • Assistant County Administrator, County of San Joaquin, CA • Administrative Services and Finance Director, City of Ashland, OR • Chief of Emergency Management, County of Santa Barbara, CA • Fire Chief, Jackson County Fire District 5, CA • Fire Chief, Boulder Creek Fire Protection District, CA • Deputy Fire Chief, City of Santa Maria, CA • Executive Director, Latino Public Broadcasting, CA • Executive Director, First 5 Association of California, CA 3 WE3CP • Executive Director, First 5 Santa Barbara County, CA • Executive Director, First 5 Fresno, CA • Assistant Director, First 5 San Mateo, CA • Executive Vice President, Center Point, CA • Executive Director, Community Food Bank, CA See other positions we have filled at https:Hwbcpinc.com/oob-board/­ Ill. GUARANTEE (1) We guarantee successful placement, and will provide continued consulting services (however, client will pay for any additional direct cost expenses) until we are successful. (2) if a candidate selected and appointed by the Client terminates employment for any reason before the completion of the first 12 months of service, WBCP will provide the Client with the necessary consulting services required to secure a replacement. Professional consulting services will be provided at no cost to the Client; however additional expenses will be covered by the Client. WBCP ...o..,...,,K...,..., u,yuCt,E,u, IV. CONSULTANT'S BIOS WENDI BROWN — Lead Consultant and Facilitator I am the President of WBCP, an executive search and human resources consultancy, serving clients in Oregon and California. My team and I are passionate about helping organizations improve their recruitment services, place great talent, conduct department assessments, redesign antiquated processes, revise job descriptions, conduct salary and benchmark studies, and more. I have over 20 years of experience in marketing and advertising and combine this with my background in recruiting to successfully place hard -to -fill, management, and executive positions. I have worked in various industries — advertising and public relations, national real estate franchisor, global manufacturing — and I have worked with nonprofit and public sector organizations since 1999. Formerly, I was an internal Human Resources Consultant for the County of Orange, California, providing countywide communications, human resources, executive search and recruiter training services to the Assistant Chief Executive Office/Human Resources Director and, at that time, 25 decentralized departments, with 17,000 employees, serving a community of 300,000. 1 have a Bachelor's of Science in Business Administration with an emphasis in Marketing from Colorado Technical University; have earned several certificates in Project Management, Global Business, Marketing and Human Resources; and working towards a Master's in Management at Southern Oregon University. SAM BUGLEWICZ — Sr. Recruiter & Business Development Manager Sam is WBCP's Senior Recruiter and Business Development Manager and is part of WBCP's executive leadership team. Sam has a wealth of business and public sector experience and brings in-depth analytical and project management skills and experience supporting executive leadership with special projects, program development, contracts and administration support, including executive recruitment. Priortojoining the WBCP team, she spent five years working at Valley Water (formerly Santa Clara Valley Water District) where she was an expert in leading complex projects and organizational change management practices supporting the CEO, Chief Officers, and various departments, such as Facilities, Contracts, Human Resources, and Government Affairs. She brings a wealth of knowledge of the innerworkings of government agencies, political sensitivities, and their recruitment policies and processes. Sam has a Master's in Anthropology with an emphasis in Program Development, and an undergraduate degree in Anthropology with an emphasis in Sociology and Behavior -driven Health from Creighton University. HEATHER JACK — WBCP Chief Operating Officer Heather Jack is WBCP's Chief Operating Officer and lead Project Manager and has been working for WBCP since 2015. Heather supports all recruitments from start to finish and assists with other projects in human resources, employee engagement, salary and benchmark studies, and other human resource related projects with several municipalities in Oregon and California. Heather has a Bachelor of Science degree in Anthropology and a double minor in Environmental Studies and French from Southern Oregon University. 5 WE3CP CARL CROWN — Facilitator / Senior Consultant as needed Carl Crown has over 35 years of experience in Human Resources and Training. Carl is the former Director of Human Resources (retired) for the County of Orange, California. Carl started his county career in Human Resources as a Senior Project Manager working on various initiatives including Agency and Department reorganizations, comprehensive classification and compensation reviews, job redesign efforts and decentralization of Human Resources functions. Carl was then recruited by the County of Orange CIO to be the manager of the newly formed Client Services Division, where Carl oversaw application development and support and business development. Shortly thereafter, Carl became the Interim Chief Technology Officer responsible for day-to-day operations of the Orange County Data Center and delivery of all Wide Area Network services across the County. Attesting to his leadership abilities and flexibility, he was asked by the CEO to serve as the Human Resources Director for the County, where he supported 25 decentralized departments in all human resource capacities. Carl had many accomplishments as the Human Resources Director at the County, one of which was redesigning and implementing the County's new selection rules, which is a comprehensive approach to marketing open positions, streamlining the selection process, recruiter assessment, and overall improvement in the efficiencies and effectiveness of recruiting throughout the County. Carl came to the County after a 28 year career in the U.S. Coast Guard where he served as: Regional Director of Human Resources, Assistant Director of the Coast Guard Leadership and Management School, Director of Training Development for the USCG Reserve and Commanding Officer of Coast Guard bases in Hawaii and Southern California. Carl holds a Masters of Administration in Organizational and Human Resource Development and Bachelors of Administration in Biology from the University of Florida; and has completed training from the George Washington University in Washington D.C. CINDY CHARAN — Senior Consultant as needed Cindy Charan is a Senior HR Consultant with WBCP, Inc., bringing over 18 years of human resources management experience, the last 13 years of which have been in an executive management capacity in public sector human resources. As an HR practitioner, Cindy is passionate about helping organizations with talent management by attracting, retaining, and developing their human capital through workforce development, transforming and modernizing human resources (nuts and bolts), and helping to advance the long-term health and performance of the organization. She has notable experience in strategic human resources planning, organizational development, change management facilitation, workforce development, performance management, recruitment/retention, and executive coaching. Prior to joining WBCP, Cindy served as the Human Resources Director with the State Bar of California where she managed all aspects of human resources functions. Previously, Cindy served as the Human Resource Director for the San Francisco Public Utilities Commission with the City and County of San Francisco, and as the Human Resources Director with the Alameda County Health Care Services Agency. In all her positions, Cindy focused on developing a best practice approach in the modernization of human resources, organizational development, compliance, policy development, talent management, recruitment/retention, strategic planning, staff development, labor and employee relations, performance management, and HRIS systems design and implementation. She holds a Master's Degree in Human Resources and Organizational Development from the University of San Francisco and a Bachelor's Degree in Business Management from University of Phoenix. Cindy is a member of the Society of Human Resources Management (SHRM). Cindy is also a member of the California Public Employers Labor Relations Association (CalPELRA), and International Public Management Association — HR (NCCIPMA). 6 W B C,P ConJ___ CHIEF WILLIAM O. LANDIS — Public Safety / Investigator / Support Consultant as needed Bill Landis may conduct the background and reference checks for this recruitment. Chief Landis specializes in public safety searches including police, EMS, medical examiner, and fire leadership positions. With over 30 years of law enforcement experience, he has served in multiple roles including School Resource Officer, Bike Team Member, Detective, Corporal, Patrol Sergeant, Detective Sergeant, SAFE (SWAT) Team Member, Commander, CINTTeam Member, Operations Lieutenant, Deputy Chief and Police Chief. He holds a Master's degree in Justice Administration and Crime Management from Bellevue University, a Bachelor's degree in Fire Service Administration from Eastern Oregon University, and an Associate's degree in Criminal Justice from Rogue Valley Community College. Chief Landis was certified as a Firefighter I, Deputy Medical Examiner and Executive from DPSST (highest police certification in Oregon). He is an active member of the International Association of Police (IACP), Oregon Association of Chiefs of Police (OACP), and serves as adjunct criminology professor at Rogue Community College. Review other employees and consultant partners on our website at https://wbcpinc.com/wbcp-team/ .- CARLCROWN Sr Consultant PATRICK DUTERTE Sr Consultant TAMEKA USHER Sr Consultant i CINDY CHARAN Sr Consultant BILL LANDIS Public Safety Consultant/ Investigator WBCP Statistics: • 100% woman owned business • Staff and consultants are a mix of ethnicities • Diverse ethnicity and ages from 24 - 60+ O WE3CP WENDIBROWN President SAM BUGLEVVICZ HEATHER JACK i— - Sr Recruiter/ Business Chief Operahng Officer Development Manager STEPHANIE SHERWOOD --' Recruitment& Social Media . Coordinator NAGGIE ALEXANDRE - Executive Search Assoc. & Class &Comp Specialist k - _ HOPE BROWNING Office Support 7 V. RECRUITMENT STRATEGY WBCP knows how to customize your search strategy to meet your unique recruitment needs. We customize your recruitment based on the specific needs, target audience and challenges for each recruitment; however below is a baseline approach for most recruitments. PHASE I CLIENT & STAKEHOLDER INTERVIEWS We require the Client and/or Search Committee, and other stakeholders identified by the Client, be involved in the initial and final phases of this recruitment. These are critical phases to ensure we obtain a clear sense of the priorities and the successful hire of the right candidate. WBCP will meet with various stakeholders as warranted by the Client and the level of the position in the organization. These meetings will allow us an opportunity to gather information and gain knowledge about the organization, community and unique aspects of the recruitment to design the ideal candidate professional profile, advertising materials, and strategic approach. FEEDBACK OUTCOME/ TIMELINE DEVELOPMENT Following the Client/stakeholder meetings, we will develop a detailed timeline for the recruitment along with a proposed advertising plan for approval. CREATIVE DEVELOPMENT Immediately following the client feedback activities, we will draft the competencies for the recruitment and advertising material/recruitment brochure for the Client's review. This information will summarize what was learned from Client -related interviews and will be used to advertise the opening. PHASE II MARKETING STRATEGY AND IMPLEMENTATION WBCP will execute a customized marketing/ad plan once the job announcement is created. An ad plan could include the following (based on assumptions), and will be customized based on information gathered in Phase I: UNLINt HUVERTISING — Including local and national job boards, associations, and other industry related job postings targeting ideal candidates; job boards that reach a desired geographic area and reach a diverse ethnicity. E -DIRECT MAIL ADVERTISING — including WBCP's current database of potential applicants, we have access to other professional lists and will source more lists through associations, contacts, etc. SOURCING/HEAD HUNTING - WBCP will contact individuals targeted and generate new contacts through referrals made by respected sources. WBCP is a Linkedln recruiter and we have access to over 350 million profiles via Linkedln to assist us in targeting ideal candidates. COMMUNICATION WITH CLIENT Depending upon the wishes of the Client, we can provide regular updates on the progress of the search. We tailor our communications in accordance with our Client's needs. W B C P Confidential PHASE III RESUME ASSESSMENT WBCP will review resumes as they are received and/or at the close of the recruitment. Those candidates determined to be the most highly qualified will be selected for a screening interview. SCREENING INTERVIEWS/ REPORT TO CLIENT WBCP does not restrict the number of applicants or candidates to be screened. Rather, we interview candidates who meet our ideal candidate criteria; frequently this group amounts to 20 candidates, or on average 20% of the applicant pool. Following the completion of the phone screen interviews, we will develop a report/recommended short list of candidates, which includes: resumes, cover letters and a one-page profile summary of candidate's professional history, including a brief overview of WBCP's assessment and the results of their phone screen. We will meet with the selection committee/Client to review this report and select candidates for interviews. In this meeting we will review the recruitment plan and discuss the final stages of the selection process. COMMUNICATION WITH CANDIDATES WBCP will take responsibility for communicating with the applicants/candidates during each phase of the search process and Client should refer any inquiries from potential or existing applicants directly to WBCP. PHASE IV SELECTION PROCESS WBCP will design and administer an appropriate final selection process based on the needs of the Client (tailored to the need and recruitment). WBCP will facilitate the invitation and coordination of these meetings/interviews and provide additional assessment tools/recommendations such as interview questions, writing and presentation exercises, problem solving scenarios, etc. BACKGROUND & REFERENCES Following the interviews and the Client's top candidate(s) selection, we will assist the Client with facilitating a thorough background and reference check. A typical approach includes a review of federal, state and local criminal background checks and academic verification by a licensed background agency. Reference checks are conducted over the phone by a senior consultant and a final report is provided to the Client. References are completed on candidate(s) being considered after initial/panel interviews. NEGOTIATIONS Once the client reviews and is comfortable with the findings in the background and reference report, we are available to assist with negotiations on compensation, benefits, start date and other transition details. 9 WBCP Confidential VI. PROJECT TIMELINE Below is a sample of an executive search timeline (WILL CUSTOMIZE FOR EACH RECRUITMENT) Timeline Week of Recruitment Elements • Secure services with search firm, W. Brown Creative Partners (WBCP) • WBCP: review search parameters and recruiting processes with Client Week 1 • Interview with hiring authority and other stakeholders for competencies • Identification of advertising venues and ideal candidate prospects • Calls, meetings, or coordination with other stakeholders for information gathering • Develop and approvals: recruitment process, deadlines, ad plan and strategy, recruitment timeline and brochure Week 1- 2 • Print coordination (if applicable) • OPEN RECRUITMENT: Implement marketing plan and direct mail (if applicable) • Secure panel member calendars Week 2 - 3 • Timeline may be extended if direct mail piece is included (i.e., print/postage) • Finalize: panel members and interview logistics and invitations to panel members Week 4 - 6 • Receive applications —Collect and source applicants will continue until recruitment closes • CLOSE RECRUITMENT AND ADVERTISING • Conduct initial phone screen to identify short list of candidates Week 7 - 8 • Preliminary check on short list candidates (Google search) • Candidate profiles developed and short list recommendations to client MEETING - Client confirms selection of candidates to be advanced to panel interviews • Finalize questions, presentation, in -basket (as determined) Week 9 -10 • Coordinates invitations with selected top candidates (short list) • Produce panel candidate interview packets WBCP facilitates interview process — Interview process will be customized based on client and community needs: Week 10 11 • Day 1: Panel Interviews Conducted; Day 2: 2nd Interviews with executive leaders 0 31d interviews may be scheduled as needed with Boards/Commissions, etc. • As needed schedule staff and/or community discussions/meetings • WBCP conducts background and reference checks (backgrounds may be conducted by Client if current contract exists) 5 days • WBCP conducts full reference checks for candidate(s) selected for Board/Commission interviews; or when Client is interested in making an offer HIRE Hire Negotiations ' Hire date to accommodate possible candidate relocation • Client (WBCP available to assist in process) conducts offer and facilitates salary negotiations with preferred candidate 10 O WBCP Confidential VII. REFERENCES Client Recruitments & Project Contact Information o Power Engineer Stacey Peterson City of Roseville. CA o Public Works Director Human Resources Director o Assistant IT Director slPeterson@rosevilIe.ca.us (916) 774-5374 o Chief Operating Officer, Information Technology and Administration o Chief Operating Officer, Water Utility Enterprise o Deputy Operating Officer, Water Utility o Deputy Operating Officer, Raw Water o Deputy Operating Officer, Information Technology o Deputy Operating Officer, Contracts and Procurement Courtney Letts, Senior Management o Deputy Operating Officer of Watershed Analyst Valley Water District. Design and Construction Human Resources California o Assistant Operating Officer, Treated Water (408) 81 o Assistant Operating Officer, Dam Safety and C Letts @ va I I @valleyw at a r. o rs Capital Delivery o Assistant Officer of Watershed Stewardship & Planning Division o Unit Manager, Asset Management Manager o Unit Manager, Treatment Plant Design and Commissioning Manager o Administrative Assistant, Legal Counsel o Director, Health & Social Services o Assistant Director, Health & Social Services o Labor Relations Manager o Chief Information Officer (CIO) Kim Williams o IT Manager —GIS (707) 784-2552 o IT Manager —Data Services HR Director, Solano County o IT Services Management Manager kewilliams@solanocountv.com o Health Services Administrator/Executive Director (FQHC Clinics) girgitta Corsello County of Solano, o Assistant IT Director County Administrative Officer California o Compliance Manager 707-784-6108 o County Counsel becorsello@solanocounty.com o Public Defender o Human Resources Director Nancy Huston, Assistant County o Human Resources Manager/Employee Administrator/Interim HR Director Relations NLHuston@SolanoCountv.com o Planning Manager O W B C P Confidentiol Cliei Recruitments & Projects Contact Information o Network Engineers/Supervisors (2 positions) Jason Stillwell, City Manager o Assistant City Attorney istilwell@cityofsantamaria.org o City Attorney (805) 925-0951 ext. 2396 City of Santa Maria, California o Public Works Director Katrina Garcia o Chief Information Officer Management Analyst (805) 925-0951 x2394 o Chief Human Resources/OD Officer kgarcia@citvofsantamaria.org o Director, Parks and Recreation Tina Gray, Human Resources Director o Administrative Services Director hland.or.us City of Ashland, Oregon o Public Works Director (541) 552-21 (541) 552-2101 o Finance Director Dallin Kimble, County Administrative Officer o Human Resources Director County of Mariposa, California o Classification and Compensation Study 209-9dkimb6-3222 209-966-3222 posacounty.org o Social Services Director Shawn Shurick, PMP o Software Engineer, Senior IT Manager -Applications o Software Engineer, I, II, III Information Technology County of San Luis Obispo, o SAP Engineer County of San Luis Obispo California o IT Project Manager Ph: (805)781-1190 o Applications Supervisor sshurick@co.slo.ca.us o Supervising Network Engineer Linda Catherine Le o Director, Health and Human Services Dept. Director Human Resources and Risk o Human Resources Director Management 707.476.2355 County of Humboldt, Other Projects Ile@co.humboldt.ca. us California o Department of Health and Human Services Assessment Amy S. Nilsen, CAO; (707) 445-7266 anilsen@co.humboldt.ca.us Mark A. Colton, Organizational Effectiveness, Internal Services Dept. (323) 267-3443 LA County, California o Director of Organizational Effectiveness MColton@isd.lacounty.gov Scott Minnix Director, Internal Services Dept. SMinnix@isd.lacounty.gov 1? WBCP VIII. PROFESSIONAL FEES & EXPENSES The total fee for professional consulting services are $12,500, plus expenses for each recruitment (x2). This is a reduced rate from $19,500 (x2), or a discount of $14,000 for both recruitments. Additionally, reduced rates typically does not include a guarantee, however we are providing a 12 -month guarantee, and it will also include background and reference checks (which are not usually included in this price point). Consulting fees will be billed in thirds at the beginning, middle (short list selection) and end of the recruitment process. UNIT OF SERVICE COST Description of Services/Deliverables: Consulting Services, This is a reduced rate due to our long business relationship and supporting our clients due to impacts from COVID. This fee includes all work outlined in Phases I — IV in the proposal's scope of work, not including expenses. Additionally, these recruitments will be supported and facilitated by Sr. Recruiter, Sam Buglewicz, however I and my other staff will be working with and supporting this work. Additionally, we reserve the option to support all meetings and interviews virtually (to reduce travel time). Expenses: may include two trips to client's location (or document shipping fees/delivery charges to facilitate virtual meetings), advertising (may include print and postage), brochure design (flat fee of $950.00 for graphic i design), panel packet content, delivery charges, fees for background and reference checks, may include fee for one additional consultant to travel (and related expenses) and facilitate an additional panel for one day Inclusive rate for each unit of service: $12,500 (not to exceed) x 2 = $25,000 $5,900 - 7,400 (not to exceed) x 2 = $11,800 —14,800 13 W B C P Confidential RAFq�` 1 y0 VV IT CONTRACT ROUTING FORM INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below. TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER: Contracting Department: City Manager's Office Project Manager: Iman Kayani for CA Extension: 3352 Contractor Name: WBCP, Inc. Contractor's Contact: Heather Jack Contact's Email: heather@wbcpinc.com ❑ FPPC: Check if Contractor/Consultant must file Form 700 Step I RESPONSIBLE DESCRIPTION COMPLETED REVIEWER DEPARTMENT a. Email PINS Introductory Notice to Contractor DATE Click here to Check/Initial ❑ 1 ! Project Manager enter q chte. b. Email contract (in Word) and attachments to City 9/17/2020 Attorney c/o Laraine.Gittens@cityofsanrafael.org ® IKK 2 City Attorney a. Review, revise, and comment on draft agreement 9/17/2020 ® LG and return to Project Manager 9/17/2020 ® LG b. Confirm insurance requirements, create Job on PINS, send PINS insurance notice to contractor 3 Department Director Approval of final agreement form to send to 9/24/2020 ®CA contractor 10/1/2020 4 Project Manager Forward three (3) originals of final agreement to ®IKK contractor for their signature 5 Project Manager When necessary, contractor -signed agreement ® N/A agendized for City Council approval * *City Council approval required for Professional Services ® IKK Agreements and purchases of goods and services that exceed Or $75,000; and for Public Works Contracts that exceed $175,000 Click here to Date of City Council approval enter a date. PRINT CONTINUE ROUTING PROCESS WITH HARD COPY 6 Project Manager Forward signed original agreements to City 10/8/2020 IKK Attorney with printed copy of this routing form Review and approve hard copy of signed 7 City Attorney agreement 8 City Attorney Review and approve insurance in PINS, and bonds (for Public Works Contracts) 9 City Manager/ Mayor Agreement executed by City Council authorized l 6'1� uu- official Attest signatures, retains original agreement and 10 City Clerk yr� forwards copies to Project Manager