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CONTRACT 6278 Professional Services Agreement CLOSEDAgreement No. 6278 Agreement No. PROFESSIONAL SERVICES AGREEMENT BETWEEN w THE CITY OF EL SEGUNDO AND ALLIANCE RESOURCE CONSULTING LLC This AGREEMENT is made and entered into this 21st day of February, 2022, by and between the CITY OF EL SEGUNDO, a municipal corporation and general law city ("CITY") and ALLIANCE RESOURCE CONSULTING, a California Limited Liability Corporation ("CONSULTANT"). The parties agree as follows: 1. CONSIDERATION, A. As partial consideration, CONSULTANT agrees to perform the work listed in the SCOPE OF SERVICES, below; B. As additional consideration, CONSULTANT and CITY agree to abide by the terms and conditions contained in this Agreement; C. As additional consideration, CITY agrees to pay CONSULTANT a sum not to exceed Twenty-nine thousand dollars ($29,000) for CONSULTANT's services. CITY may modify this amount as set forth below. Unless otherwise specified by written amendment to this Agreement, CITY will pay this sum as specified in the attached Exhibit "A," which is incorporated by reference. 2. SCOPE OF SERVICES. A. CONSULTANT will perform services listed in the attached Exhibit "A," which is incorporated by reference. B. CONSULTANT will, in a professional manner, furnish all of the labor, technical, administrative, professional and other personnel, all supplies and materials, equipment, printing, vehicles, transportation, office space and facilities, and all tests, testing and analyses, calculation, and all other means whatsoever, except as herein otherwise expressly specified to be furnished by CITY, necessary or proper to perform and complete the work and provide the professional services required of CONSULTANT by this Agreement. 3. PERFORMANCE STANDARDS. While performing this Agreement, CONSULTANT will use the appropriate generally accepted professional standards of practice existing at the time of performance utilized by persons engaged in providing similar services. CITY will continuously monitor CONSULTANT's services. CITY will notify CONSULTANT of any deficiencies and CONSULTANT will have fifteen (15) days after such notification to City of El Segundo Professional Services (REV 2018.05) Page 1 of 11 Agreement No. 6278 Agreement No. cure any shortcomings to CITY's satisfaction. Costs associated with curing the deficiencies will be borne by CONSULTANT. 4. PAYMENTS. For CITY to pay CONSULTANT as specified by this Agreement, CONSULTANT must submit a detailed invoice to CITY which lists the hours worked and hourly rates for each personnel category and reimbursable costs (all as set forth in Exhibit "A") the tasks performed, the percentage of the task completed during the billing period, the cumulative percentage completed for each task, the total cost of that work during the preceding billing month and a cumulative cash flow curve showing projected and actual expenditures versus time to date. 5. NON -APPROPRIATION OF FUNDS. Payments due and payable to CONSULTANT for current services are within the current budget and within an available, unexhausted and unencumbered appropriation of the CITY. In the event the CITY has not appropriated sufficient funds for payment of CONSULTANT services beyond the current fiscal year, this Agreement will cover only those costs incurred up to the conclusion of the current fiscal year. 6. FAMILIARITY WITH WORK. A. By executing this Agreement, CONSULTANT agrees that it has: Carefully investigated and considered the scope of services to be performed, ii. Carefully considered how the services should be performed; and iii. Understands the facilities, difficulties, and restrictions attending performance of the services under this Agreement. B. If services involve work upon any site, CONSULTANT agrees that CONSULTANT has or will investigate the site and is or will be fully acquainted with the conditions there existing, before commencing the services hereunder. Should CONSULTANT discover any latent or unknown conditions that may materially affect the performance of the services, CONSULTANT will immediately inform CITY of such fact and will not proceed except at CONSULTANT's own risk until written instructions are received from CITY. 7. TERM. The term of this Agreement will be from February 21, 2022 to June 30, 2022. Unless otherwise determined by written amendment between the parties, this Agreement will terminate in the following instances: A. Completion of the work specified in Exhibit "A"; City of El Segundo Professional Services (REV 2018.05) Page 2 of 11 Agreement No. 6278 Agreement No, B. Termination as stated in Section 15.. 8. TIME FOR PERFORMANCE. A. CONSULTANT will not perform any work under this Agreement until: CONSULTANT furnishes proof of insurance as required under Section 22 of this Agreement; and ii. CITY gives CONSULTANT a written notice to proceed. B, Should CONSULTANT begin work on any phase in advance of receiving written authorization to proceed, any such professional services are at CONSULTANT's own risk. 9. TIME EXTENSIONS. Should CONSULTANT be delayed by causes beyond CONSULTANT's control, CITY may grant a time extension for the completion of the contracted services. If delay occurs, CONSULTANT must notify the Manager within forty-eight (48) hours, in writing, of the cause and the extent of the delay and how such delay interferes with the Agreement's schedule. The Manager will extend the completion time, when appropriate, for the completion of the contracted services. 10. CONSISTENCY. In interpreting this Agreement and resolving any ambiguities, the main body of this Agreement takes precedence over the attached Exhibits, this Agreement supersedes any conflicting provisions. Any inconsistency between the Exhibits will be resolved in the order in which the Exhibits appear below: A. Exhibit: A: Scope of Work. B. Exhibit: A: Budget C. Exhibit: A: Proposal for Services 11. CHANGES. CITY may order changes in the services within the general scope of this Agreement, consisting of additions, deletions, or other revisions, and the contract sum and the contract time will be adjusted accordingly. All such changes must be authorized in writing, executed by CONSULTANT and CITY. The cost or credit to CITY resulting from changes in the services will be determined in accordance with written agreement between the parties. 12.TAXPAYER IDENTIFICATION NUMBER. CONSULTANT will provide CITY with a Taxpayer Identification Number. 13. PERMITS AND LICENSES. CONSULTANT, at its sole expense, will obtain and maintain during the term of this Agreement, all necessary permits, licenses, and certificates that may be required in connection with the performance of services under this Agreement. City of El Segundo Professional Services (REV 2018.05) Page 3of11 Agreement No. 6278 Agreement No. 14. WAIVER. CITY's review or acceptance of, or payment for, work product prepared by CONSULTANT under this Agreement will not be construed to operate as a waiver of any rights CITY may have under this Agreement or of any cause of action arising from CONSULTANT's performance. A waiver by CITY of any breach of any term, covenant, or condition contained in this Agreement will not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant, or condition contained in this Agreement, whether of the same or different character. 15. TERMINATION, A. Except as otherwise provided, CITY may terminate this Agreement at any time with or without cause. B. CONSULTANT may terminate this Agreement at any time with CITY's mutual consent. Notice will be in writing at least thirty (30) days before the effective termination date. C. Upon receiving a termination notice, CONSULTANT will immediately cease performance under this Agreement unless otherwise provided in the termination notice. Except as otherwise provided in the termination notice, any additional work performed by CONSULTANT after receiving a termination notice will be performed at CONSULTANT's own cost; CITY will not be obligated to compensate CONSULTANT for such work. D, Should termination occur, all finished or unfinished documents, data, studies, surveys, drawings, maps, reports and other materials prepared by CONSULTANT will, at CITY's option, become CITY's property, and CONSULTANT will receive just and equitable compensation for any work satisfactorily completed up to the effective date of notice of termination, not to exceed the total costs under Section 1'(C). E. Should the Agreement be terminated pursuant to this Section, CITY may procure on its own terms services similar to those terminated. F. By executing this document, CONSULTANT waives any and all claims for damages that might otherwise arise from CITY's termination under this Section. 16.OWNERSHIP OF DOCUMENTS. All documents, data, studies, drawings, maps, models, photographs and reports prepared by CONSULTANT under this Agreement are CITY's property. CONSULTANT may retain copies of said documents and materials as desired but will deliver all original materials to CITY upon CITY's written notice. CITY agrees that use of CONSULTANT's completed work product, for purposes other than identified in this Agreement, or use of incomplete work product, is at CITY's own risk. City of El Segundo Professional Services (REV 2018.05) Page 4 of 11 Agreement No. 6278 Agreement No, 17. PUBLICATION OF DOCUMENTS. Except as necessary for performance of service under this Agreement, no copies, sketches, or graphs of materials, including graphic art work, prepared pursuant to this Agreement, will be released by CONSULTANT to any other person or public CITY without CITY's prior written approval. All press releases, including graphic display information to be published in newspapers or magazines, will be approved and distributed solely by CITY, unless otherwise provided by written agreement between the parties. 18.INDEMNIFICATION. A. CONSULTANT agrees to the following: . Indemnification for Professional Services. CONSULTANT will save harmless and indemnify and at CITY's request reimburse defense costs for CITY and all its officers, volunteers, employees and representatives from and against any and all suits, actions, or claims, of any character whatever, brought for, or on account of, any injuries or damages sustained by any person or property resulting or arising from any negligent or wrongful act, error or omission by CONSULTANT or any of CONSULTANT's officers, agents, employees, or representatives, in the performance of this Agreement, except for such loss or damage arising from CITY's sole negligence or willful misconduct. iii. Indemnification for other Damages. CONSULTANT indemnifies and holds CITY harmless from and against any claim, action, damages, costs (including, without limitation, attorney's fees), injuries, or liability, arising out of this Agreement, or its performance, except for such loss or damage arising from CITY's sole negligence or willful misconduct. Should CITY be named in any suit, or should any claim be brought against it by suit or otherwise, whether the same be groundless or not, arising out of this Agreement, or its performance, CONSULTANT will defend CITY (at CITY's request and with counsel satisfactory to CITY) and will indemnify CITY for any judgment rendered against it or any sums paid out in settlement or otherwise. R For purposes of this section "CITY" includes CITY's officers, officials, employees, agents, representatives, and certified volunteers. C. It is expressly understood and agreed that the foregoing provisions will survive termination of this Agreement. City of El Segundo Professional Services (REV 2018.05) Page 5 of 11 Agreement No. 6278 Agreement No. D. The requirements as to the types and limits of insurance coverage to be maintained by CONSULTANT as required by Section 22, and any approval of said insurance by CITY, are not intended to and will not in any manner limit or qualify the liabilities and obligations otherwise assumed by CONSULTANT pursuant to this Agreement, including, without limitation, to the provisions concerning indemnification. 19.ASSIGNABILITY. This Agreement is for CONSULTANT's professional services. CONSULTANT's attempts to assign the benefits or burdens of this Agreement without CITY's written approval are prohibited and will be null and void. 20.INDEPENDENT CONTRACTOR. CITY and CONSULTANT agree that CONSULTANT will act as an independent contractor and will have control of all work and the manner in which it is performed. CONSULTANT will be free to contract for similar service to be performed for other employers while under contract with CITY. CONSULTANT is not an agent or employee of CITY and is not entitled to participate in any pension plan, insurance, bonus or similar benefits CITY provides for its employees. Any provision in this Agreement that may appear to give CITY the right to direct CONSULTANT as to the details of doing the work or to exercise a measure of control over the work means that CONSULTANT will follow the direction of the CITY as to end results of the work only. 21.AUDIT OF RECORDS. CONSULTANT will maintain full and accurate records with respect to all services and matters covered under this Agreement. CITY will have free access at all reasonable times to such records, and the right to examine and audit the same and to make transcript therefrom, and to inspect all program data, documents, proceedings and activities. CONSULTANT will retain such financial and program service records for at least three (3) years after termination or final payment under this Agreement. 22.INSURANCE, A. Before commencing performance under this Agreement, and at all other times this Agreement is effective, CONSULTANT will procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below: Type of Insurance Limits Commercial general liability: $2,000,000 Professional Liability $1,000,000 Business automobile liability $1,000,000 City of El Segundo Professional Services (REV 2018.05) Page 6 of 11 Agreement No. 6278 Agreement No. Workers compensation Statutory requirement B. Commercial general liability insurance will meet or exceed the requirements of the most recent ISO-CGL Form. The amount of insurance set forth above will be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies will be endorsed to name CITY, its officials, and employees as "additional insureds" under said insurance coverage and to state that such insurance will be deemed "primary" such that any other insurance that may be carried by CITY will be excess thereto. Such endorsement must be reflected on ISO Form No. CG 20 10 11 85 or 88, or equivalent. Such insurance will be on an "occurrence," not a "claims made," basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to CITY. C. Professional liability coverage will be on an "occurrence basis" if such coverage is available, or on a "claims made" basis if not available. When coverage is provided on a "claims made basis," CONSULTANT will continue to renew the insurance for a period of three (3) years after this Agreement expires or is terminated. Such insurance will have the same coverage and limits as the policy that was in effect during the term of this Agreement and will cover CONSULTANT for all claims made by CITY arising out of any errors or omissions of CONSULTANT, or its officers, employees or agents during the time this Agreement was in effect. D. Automobile coverage will be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto). E. CONSULTANT will furnish to CITY duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement and such other evidence of insurance or copies of policies as may be reasonably required by CITY from time to time. Insurance must be placed with insurers with a current A.M. Best Company Rating equivalent to at least a Rating of "A:VII." F. Should CONSULTANT, for any reason, fail to obtain and maintain the insurance required by this Agreement, CITY may obtain such coverage at CONSULTANT's expense and deduct the cost of such insurance from payments due to CONSULTANT under this Agreement or terminate pursuant to Section 155. 23. USE OF SUBCONTRACTORS. CONSULTANT must obtain CITY's prior written approval to use any consultants while performing any portion of this Agreement. Such approval must approve of the proposed consultant and the terms of compensation. City of El Segundo Professional Services (REV 2018.05) Page 7 of 11 Agreement No. 6278 Agreement No. 24.INCIDENTAL TASKS. CONSULTANT will meet with CITY monthly to provide the status on the project, which will include a schedule update and a short narrative description of progress during the past month for each major task, a description of the work remaining and a description of the work to be done before the next schedule update. 25. NOTICES. All communications to either party by the other party will be deemed made when received by such party at its respective name and address as follows: If to CONSULTANT: Alliance Resource Consulting LLC 1 Centerpointe Drive, Suite 440 La Palma, CA 90623 Attention: Sherrill Uyeda Phone: (562) 901-0769 x331 Email: suyeda@alliancerc.com If to CITY: City of El Segundo 350 Main Street El Segundo, CA 90245 Attention: Human Resources Dept Phone: (310) 524-2381 Email: hr@elsegundo.org Any such written communications by mail will be conclusively deemed to have been received by the addressee upon deposit thereof in the United States Mail, postage prepaid and properly addressed as noted above. In all other instances, notices will be deemed given at the time of actual delivery. Changes may be made in the names or addresses of persons to whom notices are to be given by giving notice in the manner prescribed in this paragraph. 26. CONFLICT OF INTEREST. CONSULTANT will comply with all conflict of interest laws and regulations including, without limitation, CITY's conflict of interest regulations. 27. SOLICITATION. CONSULTANT maintains and warrants that it has not employed nor retained any company or person, other than CONSULTANT's bona fide employee, to solicit or secure this Agreement. Further, CONSULTANT warrants that it has not paid nor has it agreed to pay any company or person, other than CONSULTANT's bona fide employee, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Should CONSULTANT breach or violate this warranty, CITY may rescind this Agreement without liability. 28.THIRD PARTY BENEFICIARIES. This Agreement and every provision herein is generally for the exclusive benefit of CONSULTANT and CITY and not for the benefit of any other party. There will be no incidental or other beneficiaries of any of CONSULTANT's or CITY's obligations under this Agreement. City of El Segundo Professional Services (REV 2018.05) Page 8of11 Agreement No. 6278 Agreement No. 29.INTERPRETATION. This Agreement was drafted in and will be construed in accordance with the laws of the State of California, and exclusive venue for any action involving this agreement will be in Los Angeles County. 30. COMPLIANCE WITH LAW. CONSULTANT agrees to comply with all federal, state, and local laws applicable to this Agreement. 31. ENTIRE AGREEMENT. This Agreement, and its Exhibit(s), sets forth the entire understanding of the parties. There are no other understandings, terms or other agreements expressed or implied, oral or written. This Agreement will bind and inure to the benefit of the parties to this Agreement and any subsequent successors and assigns. 32. RULES OF CONSTRUCTION. Each Party had the opportunity to independently review this Agreement with legal counsel. Accordingly, this Agreement will be construed simply, as a whole, and in accordance with its fair meaning; it will not be interpreted strictly for or against either Party. 33. SEVERABILITY. If any portion of this Agreement is declared by a court of competent jurisdiction to be invalid or unenforceable, then such portion will be deemed modified to the extent necessary in the opinion of the court to render such portion enforceable and, as so modified, such portion and the balance of this Agreement will continue in full force and effect. 34.AUTHORITY/MODIFICATION. The Parties represent and warrant that all necessary action has been taken by the Parties to authorize the undersigned to execute this Agreement and to engage in the actions described herein. This Agreement may be modified by written amendment. 35.ACCEPTANCE OF ELECTRONIC SIGNATURES. The Parties agree that this Agreement, agreements ancillary to this Agreement, and related documents to be entered into in connection with this Agreement will be considered signed when the signature of a party is delivered by electronic (pdf) or facsimile transmission. Such electronic or facsimile signature will be treated in all respects as having the same effect as an original signature. 36. CAPTIONS. The captions of the paragraphs of this Agreement are for convenience of reference only and will not affect the interpretation of this Agreement. 37. TIME IS OF ESSENCE. Time is of the essence for each and every provision of this Agreement. 38. FORCE MAJEURE. Should performance of this Agreement be prevented due to fire, flood, explosion, acts of terrorism, war, embargo, government action, civil or military authority, the natural elements, or other similar causes beyond the Parties' reasonable City of El Segundo Professional Services (REV 2018.05) Page 9 of 11 Agreement No. 6278 Agreement No. control, then the Agreement will immediately terminate without obligation of either party to the other. 39.STATEMENT OF EXPERIENCE. By executing this Agreement, CONSULTANT represents that it has demonstrated trustworthiness and possesses the quality, fitness and capacity to perform the Agreement in a manner satisfactory to CITY. CONSULTANT represents that its financial resources, surety and insurance experience, service experience, completion ability, personnel, current workload, experience in dealing with private consultants, and experience in dealing with public agencies all suggest that CONSULTANT is capable of performing the proposed contract and has a demonstrated capacity to deal fairly and effectively with and to satisfy a public CITY. [Signatures on next page] City of El Segundo Professional Services (REV 2018.05) Page 10 of 11 Agreement No. 6278 Agreement No. IN WITNESS WHEREOF the parties hereto have executed this Agreement the day and year first hereinabove written. CITY OF EL SEGUNDO Joseph L' io, Interim City Manager ATTEST" Tracy Weaver, City Clerk APPROVED AS TO FORM: f �rF Joa uin Vazq uez, Deputy City Attorney INSURANCE APPROVAL: f m lk.�. Hank Lu, Risk Manager City of El Segundo Professional Services (REV 2018.05) Page 11 of 11 ALLIANCE RESOURCE CONSULTING LLC Sherrill Uyeda, Founding Partner EXHIBIT A Executive Recruitment COMMUNITY SERVICES DIRECT City of Ell Segunc ALLIANCE February 21, 2022 VIA EMAIL Rebecca Redyk Human Resources Director City of El Segundo 350 Main Street El Segundo, CA 90245 Dear Ms. Redyk: Alliance Resource Consulting is pleased to submit this proposal to assist the City of El Segundo in its efforts to recruit and screen candidates for the Community Services Director position. Enclosed is our proposal which outlines how we would partner with your organization to recruit the best individuals. It describes the steps we will take to accomplish the recruitment within your desired timeframe. Alliance Resource Consulting's corporate motto is "The Power of Partnership." We take this seriously and have built our reputation on providing services of the highest quality. Alliance Resource Consulting was formed in 2004 and has a proven track record of success with more than 550 placements to our credit. We are a minority and female -owned company and have an outstanding track record of diversity outreach. We do not have any potential conflicts of interest from past recruitments or relationships. We will be happy to answer any additional questions you may have. We look forward with great interest to working with you on this very important assignment. Sincerely, Sherrill Uyeda Founding Partner 1 Centerpointe Drive, Suite 440 La Palma, California 90623 Tel: (562) 901-0769 Fax: (562) 901-3082 Website: www.allianceRC.com E-mail: info@allianceRC.com http://twitter.com/GoA]IianceRC Facebook: Alliance Resource Consulting LLC 111:::::`]1iiirrn Qualifications.................���������������� 2.1 Project Team.................................................1 2.2 Our Experience...............................................1 2.3 Advantages of Our Firm, ..................... 2 Recruitmentf iApproach ......... .. _ 3.1 Strategy Development ............................... . ..... . ... 3 3.2 Active Recruitment ............................................ 4 3.3 Candidate Evaluation ....................... . ................... 4 3.4 Progress Report Meeting .................................... , ... 4 3.5 Preliminary Interviews ..................................... . .... 5 3.6 Client Interviews & Interview Books ...................... . .... . .. 5 3.7 Special Assistance ............................. . ............ . . 5 rlilnt'saa�w®aaaa�waaawa��s��e��w�aaaaa��aaa®e�w Alliance Advantages . ................................��m�� 6.1 Technology .............................................. 7 6.2 Stakeholder Outreach . .. , ... ..... 7 6.3 Diversity Outreach .... ............... 8 6.4 Weekly Client Updates .... . ........ . . .......... 8 Recruitment..® __ Coin -tact lin r fii ..,.,.,.,..m.,.,.,-—. Appern i aAppeindlit ii a�aas����ww�a��aa�aa��wsaaaaa��ae i a Referencesaaroaae�awaa�aaa�����aa��mma��a��a J� 1 It is our understanding that the City of El Segundo wishes to engage an executive search firm to assist in its Community Services Director recruitment. El Segundo offers beautiful residential neighborhoods, a vibrant downtown, unequaled connectivity to greater LA, major freeways, three Metro stops and we are just minutes from Los Angeles International Airport (LAX). Alliance Resource Consulting l 2 1 Project Team In 2004, Alliance Resource Consulting acquired the national executive recruiting practice of MAXIMUS. We are committed to providing our clients with the highest caliber of service in the industry. Our team of dedicated professionals utilizes custom-built state-of-the-art technology in conducting a search. We are based out of La Palma, California. We also have consultants based in Palo Alto, California; Tallahassee, Florida and Seattle, Washington. Our current staffing is: Sherrill Uyeda — Founding Partner Cindy Krebs - National Director David McDonald — Regional Director, East Coast Sean Joyce — Regional Director, West Coast Syldy Tom — Manager Richard Kaplan — Research Consultant Sheryl Stewart — Research Consultant Linda Kann — Special Projects and Graphics Manager Sherrill Uyeda and Cindy Krebs will work on this recruitment. Biographies can be found in Appendix A and references can be found in Appendix B. We believe we are exceptionally well qualified to assist you. We have extensive nationwide experience recruiting executives for government agencies and special districts and have helped to place excellent people with diverse backgrounds and experiences in organizations large and small. Currently, we are recruiting for the Library Services Director for the City of Newport Beach, CA. In the past few years, we have conducted the following recruitments: Library Director of Library Services - City of Hayward, CA (2018) w Director of Libraries - Broward County, FL (2016) Director of County Library Services - Contra Costa County, CA (2014) Director of County Library Services - Marin County, CA (2013) Director of Libraries - Broward County, FL (2013) Executive Director - Long Beach Public Library Foundation, CA (2008) Director of Library Services - City of Santa Fe Springs, CA (2007) Deputy County Librarian - Alameda County, CA (2006) Parks and Recreation Parks and Recreation Director - City of Redmond, WA (2019) Recreation and Community Services Director - City of Cypress, CA (2018) Director of Parks and Recreation - City of Duarte, CA (2018) Parks and Recreation Director - City of San Carlos, CA (2013) Director of Parks, Recreation and Marine - City of Long Beach, CA (2010) Director of Recreation Services - City of Richmond, CA (2008) Our ability to carry out the work required by your agency is enhanced by our past experience in providing similar services to others. It should be noted that all of the recruitments listed above were completed on time and within budget. We will preserve the confidential nature of any information received from you or developed during our work on this recruitment in accordance with our established professional standards. We assure you that we will devote our best efforts to carrying out the work required. The results obtained, our recommendations and any written material we provide will be our best judgment based on the information available to us. Relative to your present search requirements, we believe the principal advantages in using Alliance Resource Consulting which differentiate us from other firms are: Our track record of success in placing superior senior level executives in particularly sensitive and highly responsible/accountable positions. Our specialization in public sector executive search on a nationwide basis. Our extensive experience recruiting executives for government agencies and special districts. i Our PROACTIVE recruitment of candidates who may not be seeking new employment and would not normally respond to routine advertising and highly qualified candidates who might be overlooked by traditional recruiting approaches. Our ability to develop and meet a recruitment timeline to fit your needs. The fact that we assign two professionals to each recruitment to ensure we are always available to quickly respond to your most pressing requirements. • The quality of our work and the fact that most of our clients have retained our services on more than one engagement. • Our proven ability to identify and recommend qualified female and minority candidates. • The transparency of our recruitment process. We will prepare weekly updates for you throughout the peak of the recruiting process. • Our reputation among clients and candidates for timely communication and documentation (e.g., acknowledgement of receipt of candidate application, client status reports, candidate interviews, client meetings and candidate feedback). • The thoroughness of our documented reference, internet and background checks. We request very specific references from candidates and supplement our reports with information gathered from available information sources such as LexisNexis and public records, Our ability to enhance the recruitment process through stakeholder outreach, the use of online surveys, and targeted research. • The fact that all of our graphics work is done in-house, saving our clients time and money. • Our promise to conduct the recruitment at the cost proposed. We have never charged a client more than our proposed amount. Alliance Resource Consulting believes that the best way to assist you is to act as an extension of your organization, working within your expectations and guidelines. Our objective is to find the best qualified candidates. While notices in professional journals may be helpful, many of the best candidates must be sought out and their interest encouraged. Our general familiarity with the organization, knowledge of the field and our relationships with professional organizations make us well qualified to assist you. Our clients have found that we are able to: • Develop the appropriate specifications for a position. • Encourage the interest of top-level people who would be reluctant to respond to advertisements. • Preserve the confidentiality of inquiries, consistent with State public disclosure and open meeting laws. • Save a considerable amount of time for client staff in developing and responding to candidates. • Protect the confidentiality of the information discussed with or received from the client. • Build consensus among those involved in the hiring process. • Independently and objectively assess the qualifications and suitability of candidates for the particular position for which we are recruiting. • Adhere to client's budget and schedule expectations. We will do the following for the Community Services Director recruitment: We will interview members of the Search Committee and other client contacts to obtain a detailed understanding of the position, key goals and challenges, and organizational culture. We will also discuss expectations regarding desirable training, experience and personal characteristics of candidates. In addition, should you request it, we will conduct/facilitate community outreach meetings and focus group discussions. We also have experience creating and managing community surveys, should the organization want input from its constituents. We will also gather/review relevant information about the organization, such as budgets, organization and/or department goals, organization charts, etc. Once our findings have been summarized, we will submit a Recruitment Profile with the desired qualifications and characteristics to you for approval. The Recruitment Profile that will be sent to potential candidates will include information about the organization, the job and the criteria established by you. Once you have approved the Recruitment Profile, we will actively seek out individuals who meet your expectations. To achieve the best response, we will take a two -prong approach to attracting candidates: 1. Direct Contact — We will mail invitations and recruitment profiles to targeted individuals in comparable organizations at the appropriate level. These invitations will be followed up with direct phone calls to potential candidates to gauge interest. Advertisements — We will place job advertisements in the appropriate professional journals and on-line sites. As a matter of corporate policy, we do not discriminate against any applicant for employment on the basis of race, religion, creed, age, color, marital status, sex, sexual preference, disabilities, medical condition, veteran status or national origin. A substantial percentage of the placements made by our firm have been minority or female candidates. Frequent communication with our clients is a hallmark of our firm. While consultants will provide regular updates on the progress of your search, you will also be able to access up-to-date 'real time' information regarding your search from our secure website.. 3.3 Candidate Evaluation We will review, acknowledge and evaluate all resumes received, Candidate evaluation will begin with an analysis based upon criteria contained in the Recruitment Profile, information contained in the resumes submitted to us, and our knowledge of the people and organizations for which they work. The next phase in candidate evaluation will focus on gaining additional information from the qualified group of candidates through written supplemental information questionnaires and other resources. Telephone interviews will be conducted with the most promising candidates to gain a better understanding of their backgrounds, qualifications and interest in the position. 3.4 Progt-ess Report Mee After the resume deadline, we will submit to you a progress report of the leading candidates. This report will include summary resumes, supplemental information, and the original resumes of those candidates we believe to be best qualified for the position. Supplemental information on a candidate typically includes: the size of the organization for which the person works, reporting relationships, budget responsibility, the number of people supervised, related experience and reasons for interest in the position. Any other specific information will be dictated by the criteria set forth in the Recruitment Profile. The purpose of our progress report is two -fold. It allows you an opportunity to review the candidates and choose those who you would like to invite to be interviewed for the position. It also allows us to receive feedback on the caliber of the candidates recruited. In addition, at this point we will have conducted preliminary background checks on each of the presented candidates. Of course, we are flexible and may consider other individuals as final candidates who are subsequently identified and were not included in the progress report. 3.5 Preliminary ,,,e. ws We will interview (either in person or via video -conference) those candidates identified by you to be the leading candidates. We will conduct a preliminary interview with questions that focus on the selection criteria. Additionally, we will verify degrees and certifications and continue to gather information about the candidate's professional backgrounds. 3.6 Client Interviews & Interview Books We will assist you in scheduling final candidates for interview with your organization, and will send the candidates packets of information which we obtain from you should you request it (e.g., information about the organization and the geographic area, budgets, etc.). We will prepare final interview books for the selection panel. These books will include interviewing/selection tips, suggested interview questions, and rating forms for your use. Candidates will not be ranked, for we believe it will then be a matter of chemistry between you and the candidates. We will facilitate the interview process on -site or virtually, based on your preference. We will brief the interview panel at the start of the interviews and will facilitate the process throughout the day. After the last candidate interview, we will assist you in "debriefing" the interview panel members. As part of our process in evaluating candidates, we make telephone reference checks, In conducting these references, it is our practice to speak directly with individuals who are, or have been, in a position to evaluate the candidate's performance on the job. To gain a well-rounded impression of the candidates, we speak with current and prior supervisors, peers and subordinates. These references and our evaluations provide you with a frank, objective appraisal of the candidates. Once we finalize references on the top one or two candidates and conduct credit/criminal/civil litigation/motor vehicle record checks through an outside service, we will provide you with a detailed candidate evaluation report. Our efforts do not conclude with presentation of the final report. We are committed to you until a successful placement is made. Services that are routinely provided include: • Arranging the schedule of interviews and the associated logistics for final candidates. • Advising on starting salary, fringe benefits, relocation trends and employment packages. • Acting as a liaison between client and candidate in discussing offers and counter offers. • Conducting a final round of reference checking with current employers (if not previously done for reasons of confidentiality). • Notifying those candidates who were not recommended for interview of the decision. Following up with the client and the selected candidate once he/she has joined the organization to ensure a smooth transition. The client has a very important role in the recruitment process. While we may identify and recommend qualified candidates, it is the client who must make the decision about which candidate to hire. In order to insure that the best candidates are available from which to choose, our clients should be willing to do the following: • Clearly inform us about matters relevant to the search that you wish to keep confidential (e.g., salary, personnel issues, and other privileged information). • Supply us with the names of people you have previously interviewed/ considered for this position. • Forward us copies of the resumes you receive, to avoid duplication of effort. • Provide feedback to Alliance Resource Consulting regarding the information and recommendations provided by us. • Promptly decide upon and follow up in scheduling interviews with the most promising candidates. • Assist in providing information to candidates that will enable them to make their career decisions. • Uphold confidentiality (while respecting relevant state laws about open disclosure) to protect the integrity of the recruitment process, as well as the candidate's involvement. By doing the above, we will maximize the likelihood of mutual success. Finally, please be reminded that the United States Immigration Reform and Control Act of 1986 requires that all employers verify an employee's eligibility to work in the United States. Since Alliance Resource Consulting cannot serve as your agent in this matter, your hiring process should include this verification procedure. The following is a typical schedule to conduct a thorough recruitment. However, we would be pleased to modify this to meet your needs: t st Week Meet wnrttlit the a"zp prol prorate iinndMduualls to gatineir bau;kgmuund uirrfcrnrnnatiiort, I..➢u:vOola and otutoivn aafapnrovall for the f eClrruutirnein�t�ll'roffle, 21nd - 3rd Week Devetolgu a Iliist of potential canatiidates'to target. IPuelrtare and place aadvertiiser nernts, if desired, An - 7th Week Actuwue reciruuiitunuernt----solicit, recelve and acknowledge resumes 8th - 9th Week _ Evakiaate resuunnes and nrgaffteir suuppllei me nla i1 intoirnrnantio n. SubirnuP pnirog ire,ssa relpout and urna:a.t naafi h you to ireview Veartiirtag candidates, IOth Week Ver Iifry degrees and certulicat000ls and interview the lbest gu.uaapified caainnrioutates. 11t:h Week Submit fornall report and i!ni tiate the uinterviiernr process with you, Following Interviews Conduct ireteirences, crectiiUciriiirttninalldounuiH Iliitogabo tmotor vel ilclle record checks, and assist wnrrth i egotlatioiros.. v u..., r4F C[G CU GPG 'iiim: ,." r C'bJ GYu CDP.—r^ e GtIV ChV wS} r Croy C7 Strategic IGaa:vdolrumeirA Acfive Recr'ui9 r' eit Candidate Il.::vallru«bbaan Progress IRepoili CII ent Vrn erviiews Negotiations 6.1 Te chnology Alliance Resource Consulting is proud to announce the launch of our new client/candidate management system. This cutting edge system allows candidates to upload their resumes and cover letters on our website with one quick click. (For candidates who wish to email or mail us a hard copy of their resume, we will upload the information for them.) One of the benefits of our system is that it enables our consultants to contact the applicants and clients quickly with accurate and timely information. In addition, we utilize social media to best market the recruitment. We have active accounts on Linkedln, Twitter and Facebook. The use of social media allows us to contact our network and "followers" to alert them to our recruitment announcements, informational updates and reminders. It allows us to stay one step ahead of our competitors. Alliance Resource Consulting is always searching for new ways technology can help us save our client's money. One way we do this is by using Skype, Facetime or Zoom to interview out of area candidates. Our innovative ways have set us apart from our more traditional competitors. We are able to interact with our candidates swiftly and effectively. 6.2 Stakeholder Outreach Our firm has used several methods, including stakeholder meetings, community forums and surveys, for stakeholder outreach in a number of previous recruitments. For example, for the previous City of San Jose City Manager recruitment, our consultants facilitated 13 community outreach meetings where citizens were invited to attend and express their opinions about what they were looking for in city manager candidates. For the City of Alexandria's City Manager recruitment, we also met with special interest groups such as business leaders, Chamber of Commerce members and historic preservation groups. During the recruitment of the City Administrator for the City of Huntington Beach (CA), the consultants met with each councilperson, each department head, conducted an open citizen forum and a forum for a group of stakeholders comprised of two citizens recommended by each councilperson. For the City Manager recruitment conducted for the City of Moreno Valley (CA), the consultants conducted a community panel as well. Our previous experience in stakeholder outreach makes our firm very qualified to conduct the meetings with the Mayor's Office and City Council Members as well as facilitate multiple stakeholder outreach forums throughout the City that your request for proposal outlined. Lastly, our firm has significant experience in creating community surveys should you wish to provide this option to your community. We have utilized surveys for many of our recruitments and can prepared them in different languages, if required. The surveys can be accessed on-line, or at our office and our client's office. Diversity6.3 Striving for diversity in our recruitments is a hallmark of our firm. We use a variety of sources for outreach to various minority communities to ensure the desired diversity of our candidate pool. In addition to our personal contacts in various minority communities, we advertise our positions in publications that target minorities in government and further publicize the position through minority organizations such as Blacks in Government and the International Hispanic Network. To ensure a diverse pool, we also create a recruiting list of qualified candidates from communities that have a comparable level of diversity as our client's community. We have created lists for comparable diversity during recruitments for the City Manager for the City of Compton (CA), the City of Tigard (OR), the Assistant City Manager/Chief Operating Officer for the City of Ventura (CA), and the Assistant City Manager for the City of Irvine, CA. The final pool for the City of Irvine included three women among the six finalists. We also collect Equal Employment Opportunity (EEO) information on our candidate pool. This information is accessible to our clients in real time on our company website. Client6.4 Weekly ,,,, Our consultants provide our client contacts written recruitment updates on a weekly basis. These updates include work done that was completed during the week and what we expect to work on the following week. We propose a fixed fee of $31,000 for the work outlined above, which includes up to three main meetings: one to develop the Recruitment Profile (which may occur over several days to ensure all stakeholders are included), one to present our Progress Report, and one to attend the first round of candidate interviews. If additional on -site meetings, community meetings, or stakeholder outreach forums are required, an additional fee of $2,000 per meeting will be added. Please note that this amount does not include reimbursement of candidates who travel to be interviewed by you. Unless you notify us to the contrary, we will assume that you will handle these reimbursements directly. Our fee will be split among four equal invoices. All invoices are due and payable upon receipt. We do NOT base our fees on a percentage of the position's salary. Our billing schedule on a retained fee (and based not on an hourly rate) is as follows: 1st Billing Due after Start Meeting First F11hla se $7,750 2nd Billing Due uponaaaalr aaub muiitta all of a Second IFlha se $7,750 rllra alt. Ireu,ruuutment profille 3rd Billie g [)uue aftervve Irrleet gaud suulturml t Third Phase $7,750 our Progress bs Report to you 4th Billie Due after cllua' en conducts interviews Fourth Flha as $ d,750 g with f na iliists Please note that this is a standard billing schedule and can be modified as requested You may discontinue this assignment at any time by written notification. In the unlikely event that this occurs, you will be billed for all expenses incurred to the date of the cancellation, and for professional fees based upon the time elapsed from the commencement of the assignment to the date of cancellation. If a cancellation occurs within the first 30 days of the assignment, following either verbal or written authorization to proceed, one-third of the professional fee will be due. If a cancellation occurs thereafter, the fee beyond the first one- third will be prorated based upon the number of calendar days which have elapsed. If a cancellation occurs after 90 days, all professional fees will be due in full. In the event that the Client hires, within one year of completion of this recruitment project, any candidates identified during the Progress Report as a result of Consultant's recruitment project for any position other than the Community Services Director, the Client agrees to pay Consultant a fee of $10,000 for each additional candidate hired. Guamntee If the selected candidate (recommended by us for hire, and excluding internal candidates) should be terminated within one year from the date of hire, we will conduct a new search at a 25-50% discount from the original fee, in addition to reimbursement for direct expenses related to the new search. Thank you for reviewing our proposal. Should you decide to retain Alliance Resource Consulting for your executive search needs, we will do the following: • Partner with you and act as an extension of your organization. • Define a recruitment strategy and timeline, develop a recruitment profile and attract/research prospective candidates. • Conduct a multi -layered candidate screening analysis on the applicants. • Communicate frequently and on -time with both the client and candidates. Our firm's motto is "the Power of Partnership" and we are committed to adding value to your organization's goals and mission. We bring an ethical, transparent and well -documented recruitment process to all our clients. Sherrill Uyeda Office: (562) 901-0769 x331 Fax: (562) 901-3082 E-mail; suyeda@alliancerc.com Cindy Krebs Office: (562) 901-0769 x336 Fax: (562) 901-3082 E-mail: ckrebs@alliancerc.com ALLIANCE RESOURCE CONSULTING LLC HEADQUARTERS 1 Centerpointe Drive, Suite 440 La Palma, CA 90623 TALLAHASSEE, FLORIDA SEATTLE, WASHINGTON www.allianceRC.com PF twitter. com/GOAT IIance RC Alliance Resource Consulting LLC 1 ' BIOGRAPHIES Sheirrill,- Foundling Sherrill has over twenty years of public sector executive search experience. She began her career in 1998 as an executive search consultant with MAXIMUS, In 2004, she co-founded Alliance Resource Consulting LLC with Eric Middleton. Sherrill has an impressive track record of recruiting high -profile government executives across the nation in various industries. Additional areas of expertise include facilitating community forums and outreach meetings, conducting multi-lingual citizen surveys, and handling compensation and benefit negotiations. Sherrill graduated from the University of Southern California, with both a Bachelor of Arts degree in Communication Arts and Sciences and a Master of Public Administration degree. She is a member of the Society for Human Resources Management. Cindy has worked with Alliance Resource Consulting since 2012. In that time, she has helped to place more than 250 well -qualified individuals in leadership positions at utility districts, non-profit organizations, cities, and counties, cultivating countless professional relationships along the way. Prior to joining Alliance Resource Consulting, Cindy served in a number of high profile positions that benefitted from her excellent project management, communication, leadership, and organizational skills. Known as a creative problem solver and consensus builder, Cindy is highly adept at working with executives, managers, support staff, Board members, and community groups. Cindy holds Bachelor of Art degrees in Communications and Spanish. She is also a graduate of CORO's Orange County Leadership program. Cindy is a dedicated community volunteer who loves spending time with her family and friends, participating in outdoor activities, pursuing creative endeavors, and learning. I 1REFERENCES City ' Name: Sarah Rodriguez Title: Human Resources Analyst Phone #: (949) 644-3301 Alameda County, CA Name: Joe Angelo Title: Director of Human Resource Services Phone #: (510) 272-6435