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HomeMy WebLinkAboutAgenda - 11-05-2013 - 5iORANGE COUNTY BOARD OF COMMISSIONERS ACTION AGENDA ITEM ABSTRACT Meeting Date: November 5, 2013 SUBJECT: Approval of Contract with Springsted, Incorporated DEPARTMENT: Clerk to the Board ATTACHMENT(S): Contract with Springsted Action Agenda Item No. 5 -i PUBLIC HEARING: (Y /N) No INFORMATION CONTACT: Donna Baker, 245 -2130 PURPOSE: To approve a contract for the purpose of conducting an executive search for a County Manager. BACKGROUND: Springsted, Incorporated (Springsted) has proposed to conduct a nationwide search for Orange County's next County Manager. The Board of Commissioners has chosen to expend additional funds to require Springsted to solicit greater public input. Springsted proposes to provide the services delineated in the attached contract and more specifically to engage in the following services: Develop, review, analyze and report on the outcome of an electronic and paper survey for distribution to Orange County citizens concerning qualities, skills, personality traits, etc. the new manager should possess to succeed in Orange County. This would also include an identification of issues the new Manager may face and other questions yet to be developed. Hold multiple (4) meetings with residents around the County to gain public input. Preparation, administration and compilation of a community based survey, cost $3,000. Coordination and conducting more extensive community meetings in order to vigorously solicit public comment throughout Orange County, cost $1,500 (this takes into account there will not be focused groups as outlined in the proposal) Interview Mayors and managers of Orange County's municipalities (no additional charge). (1) Includes travel costs for initial meetings for interviews with the County and other groups. (2) Includes advertising costs, printing of profiles, overnight delivery of materials to certain candidates. (3) Includes printing of semi - finalist report and travel costs for presentation to the County. (4) Includes travel costs to coordinate interviews, printing of final report and background investigation by Springsted investigator of top candidate. (5) Should the County decide to use webcam, video or other electronic media for interviewing candidates, an estimated cost of $350 per candidate should be added to out -of- pocket expenses. (6) Out -of- pocket expenses do not include travel expenses for candidates, which is traditionally borne by the community. Springsted will schedule all travel in accordance with the community's travel policy limits. Because the number of candidates being interviewed or their location is unknown, providing a refined estimate of cost to the community is difficult at this time. FINANCIAL IMPACT: Projected costs are $19,900 for personnel expenses and $5,450 for out of pocket costs. RECOMMENDATION(S): The Interim Manager recommends the Board approve and authorize the Chair to execute the contract. Tal Personnel Cost Out -of- Pocket Costs Position Analysis $ 3,100 $ 750 Conduct a community wide 3,000 0 survey Coordinate and Conduct 1,500 750(l) Community Meetings (4) Recruitment 3,300 2,150 (2) Preliminary screening 2,500 Identification of Semi 3,300 750 �3> finalists Selection of Finalists /Candidate 3,200 1,050 (4)(5)(6) Presentation $19,900 $ 5,450 TOTAL (1) Includes travel costs for initial meetings for interviews with the County and other groups. (2) Includes advertising costs, printing of profiles, overnight delivery of materials to certain candidates. (3) Includes printing of semi - finalist report and travel costs for presentation to the County. (4) Includes travel costs to coordinate interviews, printing of final report and background investigation by Springsted investigator of top candidate. (5) Should the County decide to use webcam, video or other electronic media for interviewing candidates, an estimated cost of $350 per candidate should be added to out -of- pocket expenses. (6) Out -of- pocket expenses do not include travel expenses for candidates, which is traditionally borne by the community. Springsted will schedule all travel in accordance with the community's travel policy limits. Because the number of candidates being interviewed or their location is unknown, providing a refined estimate of cost to the community is difficult at this time. FINANCIAL IMPACT: Projected costs are $19,900 for personnel expenses and $5,450 for out of pocket costs. RECOMMENDATION(S): The Interim Manager recommends the Board approve and authorize the Chair to execute the contract. K AGREEMENT THIS AGREEMENT made and entered into this day of November, 2013, by and between ORANGE COUNTY , NORTH CAROLINA hereinafter referred to as the "County ", parry of the first part, and SPRINGSTED INCORPORATED, hereinafter referred to as "Consultants ", party of the second part, WITNESSETH WHEREAS, and in consideration of the mutual benefits accruing to the parties hereto, the Consultants hereby agree to perform all necessary professional management consultant services for completion of an Executive Search for a County Manager described in the Scope of Services, dated July 31, 2013, as attached, and upon the terms and conditions hereinafter provided: 1. That certain written proposal for preparation of Executive Search Services for Orange County, North Carolina submitted by Consultants becomes a part of this Agreement and is hereinafter referred to as "Scope of Service ", a copy of which is attached hereto and made a part hereof. 2. Consultants' compensation for the services as outlined in the amended Scope of Services, shall be made upon certified billing and progress reports to be made monthly to the County by Consultants for work performed during the preceding month, with payment to be made by the County within thirty (30) days from receipt of such billing. The cost to the County under this Agreement related to said executive search and Scope of Service will not exceed the sum of Nineteen thousand nine hundred dollars ($19,900.00), plus direct out -of- pocket expenses not to exceed Five thousand four hundred fifty dollars ($5,450.00). 3. Consultants shall make available all data, notes and memoranda completed during the study and upon completion of the study will forward such materials to the County for its use. 4. This Agreement may be terminated by either parry upon seven (7) days' written notice should the other parry fail substantially to perform in accordance with its terms, through no fault of the other. 5. All claims, disputes and other matters arising out of or relating to this Agreement or the breach hereof shall be governed by the laws of the State of North Carolina. Venue shall be in Orange County. 6. (a) During the performance of this Agreement, the Consultants agree not to discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, disability, gender, ethnicity, sexual orientation, or any other basis 1 M prohibited by state law relating to discrimination in employment except where there bona fide occupational qualification reasonably necessary to the normal operation of the contractor. Notices setting forth the above language shall be posted in conspicuous places, available to employees and applicants for employment. (b) The Consultants, in all solicitations or advertisements for employees placed by or on their behalf, will state that they are an equal opportunity employer. (c) Notices, advertisements and solicitations placed in accordance with federal law, rule or regulation shall be deemed sufficient for the purpose of meeting the above requirements. (d) The Consultants will include the provisions of paragraphs (a), (b) and (c) in every subcontract or purchase order of over $10,000, so that the provisions will be binding upon each subcontractor or vendor. 7. Consultant's federal identification number is 41- 1754318. 8. Consultant shall: (a) Publish announcements detailing the County Manager's position with the North Carolina Association of County Commissioners and the North Carolina League of Municipalities. (b) Conduct and administer a community -wide survey to solicit input from the public on the qualities, qualifications, skills, personality traits, professional views, experience, managerial style, and other key aspects of the position of county manager. (c) Develop, review, analyze, and report on the outcome of an electronic and paper survey for distribution to Orange County citizens concerning qualities, skills, personality traits, etc. the new manager should possess to succeed in Orange County. This also includes an identification of issues the new Manager may face and other questions yet to be developed. (d) Interview the Mayors and managers of each municipality situated in Orange County to solicit input. (e) In place of focus groups hold four (4) citizen meetings around the County to gain further public input. W (f) Perform one additional executive search at no charge other than reimbursement of direct expenses (out -of- pocket costs) if the new County Manager voluntarily resigns, or is dismissed for cause, during the first two years of employment. (g) Maintain at its sole cost Commercial General Liability Insurance, Automobile Insurance, Workers' Compensation Insurance, Professional Liability Insurance, and any additional insurance as may be required by Owner's Risk Manager as such insurance requirements are described in the Orange County Risk Transfer Policy and Orange County Minimum Insurance Coverage Requirements (each document is incorporated herein by reference and may be viewed at htlp:Horan eg counlync .gov/purchasing /contracts.asp). (h) Defend, indemnify and hold harmless the County from all loss, liability, claims or expense, including attorney's fees, arising out of or related to the Executive Search and arising from bodily injury, including death or property damage, injury to reputation or loss of gainful employment, to any person or persons caused in whole or in part by the negligence or misconduct of the Consultants except to the extent same are caused by the negligence or willful misconduct of the County. It is the intent of this provision to require the Consultants to indemnify the County to the fullest extent permitted under North Carolina law. 9. Contractual claims, whether for money or other relief, shall be submitted by the Consultants in writing no later than sixty days after final payment; however, written notice of the Consultant's intention to file such claim shall have been given at the time of the occurrence or beginning of the work upon which the claim is based. The County shall consider the claim, and shall make a written determination as to the claim within forty -five days after receipt of the claim. Such decision shall be final and conclusive unless the Consultants appeal within six months of the date of the final decision by instituting legal action as provided in the General Statutes of the State of North Carolina. 10. During the performance of this Agreement, Consultants agrees to (i) provide a drug - free workplace for their employees; (ii) post in conspicuous places, available to employees and applicants for employment, a statement notifying employees that the unlawful manufacture, sale, distribution, dispensation, possession, or use of a controlled substance or marijuana is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition; (iii) state in all solicitations or advertisements for employees that they maintain a drug -free workplace; and (iv) include the provisions of the foregoing clauses in every subcontract or purchase order of over $10,000, so that the provisions will be binding upon each subcontractor or vendor. 11. The Consultants do not, and shall not during the performance of this Agreement, knowingly employ an unauthorized alien as defined in the Federal Immigration Reform and 3 Control Act of 1986 and by executing this Agreement acknowledge they are in compliance with Article H of Chapter 64 of the North Carolina General Statutes. ORANGE COUNTY, NORTH CAROLINA SPRINGSTED INCORPORATED By: This instrument has been pre - audited in the manner required by the North Carolina Local Government Budget and Fiscal Control Act: Office of the Chief Finance Officer il