HomeMy WebLinkAboutCM Recruitment ServicesAGREEMENT FOR PROFESSIONAL SERVICES
FOR RECRUITMENT SERVICES
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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.
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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
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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
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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
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(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:
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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
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W. BROWN CREATIVE PARTNERS
Executive Search Services for
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TWO POSITIONS
September 7, 2020
www.wbcpinc.com
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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
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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
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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