Loading...
HomeMy WebLinkAbout2017-098-E HR - Springsted / Waters Recruitment Services for executive recruitment services for Director of Housing, Human Rights and Community Development DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 [Departmental Use Only] TITLE Springsted /Waters FY 2017-2018 NORTH CAROLINA SERVICES AGREEMENT UNDER$90,000.00 NO RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter "Agreement"), made and entered into this 1st day of March, 2017, ("Effective Date") by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and Springsted / Waters Recruitment Services, (hereinafter, the "Provider"). WITNESSETH: That the County and Provider, for the consideration herein named, do hereby agree as follows: 1. Services a. Scope of Work. i) This Agreement is for services to be rendered by Provider to County with respect to (insert type of project): for executive recruitment services of Orange County Director of Housing, Human Rights and Community Development. ii) By executing this Agreement, the Provider represents and agrees that Provider is qualified to perform and fully capable of performing and providing the services required or necessary under this Agreement in a fully competent, professional and timely manner. iii) Time is of the essence with respect to this Agreement. iv) The services to be performed under this Agreement consist of Basic Services, as described and designated in Section 3 hereof. Compensation to the Provider for Basic Services under this Agreement shall be as set forth herein. 2. Responsibilities of the Provider a. Services to be provided. The Provider shall provide the County with all services required in Section 3 to satisfactorily complete the Project within the time limitations set forth herein and in accordance with the highest professional standards. b. Standard of Care. i) The Provider shall exercise reasonable care and diligence in performing services under this Agreement in accordance with the highest generally accepted standards of this type of Provider practice throughout the United States and in accordance with applicable federal, state and local laws and regulations applicable to the performance of these services. Provider is solely responsible for the professional Revised 2/17 1 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 quality, accuracy and timely completion and/or submission of all work related to the Basic Services. ii) Provider shall be responsible for all errors or omissions of its agents, contractors, employees, or assigns in the performance of the Agreement. Provider shall correct any and all errors, omissions, discrepancies, ambiguities, mistakes or conflicts at no additional cost to the County. iii) The Provider shall not, except as otherwise provided for in this Agreement, subcontract the performance of any work under this Agreement without prior written permission of the County. No permission for subcontracting shall create, between the County and the subcontractor, any contract or any other relationship. iv) Provider is an independent contractor of County. Any and all employees of the Provider engaged by the Provider in the performance of any work or services required of the Provider under this Agreement, shall be considered employees or agents of the Provider only and not of the County, and any and all claims that may or might arise under any workers compensation or other law or contract on behalf of said employees while so engaged shall be the sole obligation and responsibility of the Provider. v) If activities related to the performance of this Agreement require specific licenses, certifications, or related credentials Provider represents that it and/or its employees, agents and subcontractors engaged in such activities possess such licenses, certifications, or credentials and that such licenses certifications, or credentials are current, active, and not in a state of suspension or revocation. vi) In determining the basic services to be provided, should any documents be referenced in this Agreement, the terms of this Agreement shall have priority in any conflict between the terms of referenced documents and the terms of this Agreement. Should a request for proposals and a proposal be referenced the terms of the request for proposals shall have priority over the terms of any proposal. 3. Basic Services a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows (fully describe services to be provided): attached as Letter of Transmittal dated February 27, 2017 and Proposal of Executive Recruitment Services. 4. Duration of Services a. Term. The term of this Agreement shall be from March 1, 2017 to June 30, 2017. b. Scheduling of Services. i) The Provider shall schedule and perform its activities in a timely manner. ii) Should the County determine that the Provider is behind schedule, it may require the Provider to expedite and accelerate its efforts, including providing additional Revised 2/17 2 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 resources and working overtime, as necessary, to perform its services in accordance with the approved project schedule at no additional cost to the County. iii) The Commencement Date for the Provider's Basic Services shall be March 1, 2017. 5. Compensation a. Compensation for Basic Services. Compensation for Basic Services shall include all compensation due the Provider from the County for all services under this Agreement. The maximum amount payable for Basic Services shall not exceed Twenty-four Thousand and Five-Hundred Dollars ($24,500). Payment for Basic Services shall become due and payable within thirty (30) days of Provider properly invoicing County. Payment shall be subject to provisions of Section 5(b). b. Disputes. In the event the amount stated on an invoice is disputed by the County, the County may withhold payment of all or a portion of the amount stated on an invoice until the parties resolve the dispute. Should Provider fail to perform its duties under the terms of this Agreement, County may, without fault or penalty, withhold any payment associated with the work to be performed until such time as said work is completed. c. Additional Services. County shall not be responsible for costs related to any services in addition to the Basic Services performed by Provider unless County requests such additional services in writing and such additional services are evidenced by a written amendment to this Agreement. 6. Responsibilities of the County a. Cooperation and Coordination. The County has designated (Brenda Bartholomew, Human Resources Director) to act as the County's representative with respect to the Project and shall have the authority to render decisions within guidelines established by the County Manager and/or the County Board of Commissioners and shall be available during working hours as often as may be reasonably required to render decisions and to furnish information. 7. Insurance a. General Requirements. Provider shall obtain, at its sole expense, Commercial General Liability Insurance, Automobile Insurance, Workers' Compensation Insurance, and any additional insurance as may be required by County'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 http://www.orangecountync.gov/departments/purchasing_division/contracts.php). If County's Risk Manager determines additional insurance coverage is required such additional insurance shall consist of N/A (if no additional insurance required mark N/A as being not applicable). Provider shall not commence work until such insurance is in effect and certification thereof has been received by the County's Risk Manager. Revised 2/17 3 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 8. Indemnity a. Indemnity. The Provider agrees to 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 Project and arising from property damage or bodily injury including death to any person or persons caused in whole or in part by the negligence or misconduct of the Provider 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 Provider to indemnify the County to the fullest extent permitted under North Carolina law. 9. Amendments to the Agreement a. Changes in Basic Services. Changes in the Basic Services and entitlement to additional compensation or a change in duration of this Agreement shall be made by a written Amendment to this Agreement executed by the County and the Provider. The Provider shall proceed to perform the Services required by the Amendment only after receiving a fully executed Amendment from the County. 10. Termination a. Termination for Convenience of the County. This Agreement may be terminated without cause by the County and for its convenience upon seven (7) days' prior written notice to the Provider. b. Other Termination. The Provider may terminate this Agreement based upon the County's material breach of this Agreement; provided, the County has not taken all reasonable actions to remedy the breach. The Provider shall give the County seven (7) days' prior written notice of its intent to terminate this Agreement for cause. c. Compensation After Termination. i) In the event of termination, the Provider shall be paid that portion of the fees and expenses that it has earned to the date of termination, less any costs or expenses incurred or anticipated to be incurred by the County due to errors or omissions of the Provider. ii) Should this Agreement be terminated, the Provider shall deliver to the County within seven (7) days, at no additional cost, all deliverables including any electronic data or files relating to the Project. d. Waiver. The payment of any sums by the County under this Agreement or the failure of the County to require compliance by the Provider with any provisions of this Agreement or the waiver by the County of any breach of this Agreement shall not constitute a waiver of any claim for damages by the County for any breach of this Agreement or a waiver of any other required compliance with this Agreement. e. Suspension. County may suspend the Basic Services and this Agreement at any time for County's convenience and without penalty to County upon three (3) days' notice to Revised 2/17 4 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Provider. Upon any suspension by County, Provider shall discontinue work on the Basic Services and shall not resume the Basic Services until notified to proceed by County. 11. Additional Provisions a. Limitation and Assignment. The County and the Provider each bind themselves, their successors, assigns and legal representatives to the terms of this Agreement. Neither the County nor the Provider shall assign or transfer its interest in this Agreement without the written consent of the other. b. Governing Law. This Agreement and the duties, responsibilities, obligations and rights of respective parties hereunder shall be governed by the laws of the State of North Carolina. By executing this Agreement Provider affirms that Provider and any subcontractors of Provider are and shall remain in compliance with Article 2 of Chapter 64 of the North Carolina General Statutes. By executing this Agreement Provider certifies that Provider has not been identified, and has not utilized the services of any agent or subcontractor, on the list created by the State Treasurer pursuant to G.S. 147- 86.58. c. Non-Discrimination. Provider shall at all times remain in compliance with all applicable local, state, and federal laws, rules, and regulations including but not limited to all state and federal non-discrimination laws, policies, rules, and regulations and the Orange County Non-Discrimination Policy and Orange County Living Wage Policy(each policy is incorporated herein by reference and may be viewed at http://www.orangecountync.gov/departments/purchasing_division/contracts.php.) Any violation of the Orange County Non-Discrimination Policy is a breach of this Agreement and County may immediately terminate this Agreement without further obligation on the part of the County. This paragraph is not intended to limit and does not limit the definition of breach to discrimination. d. Dispute Resolution. Any and all suits or actions to enforce, interpret or seek damages with respect to any provision of, or the performance or non-performance of, this Agreement shall be brought in the General Court of Justice of North Carolina sitting in Orange County, North Carolina. It is agreed by the parties that no other court shall have jurisdiction or venue with respect to such suits or actions. Binding arbitration may not be initiated by either Party, however, the Parties may agree to nonbinding mediation of any dispute prior to the bringing of such suit or action. e. Entire Agreement. This Agreement represents the entire and integrated agreement between the County and the Provider and supersedes all prior negotiations, representations or agreements, either written or oral. This Agreement may be amended only by written instrument signed by both parties. Modifications may be evidenced by facsimile signatures. f. Severability. If any provision of this Agreement is held as a matter of law to be unenforceable, the remainder of this Agreement shall be valid and binding upon the Parties. Revised 2/17 5 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 g. Ownership of Work Product. Should Provider's performance of this Agreement generate documents, items or things that are specific to this Project such documents, items or things shall become the property of the County and may be used on any other project without additional compensation to the Provider. The use of the documents, items or things by the County or by any person or entity for any purpose other than the Project as set forth in this Agreement shall be at the full risk of the County. h. Non-Appropriation. Provider acknowledges that County is a governmental entity, and the validity of this Agreement is based upon the availability of public funding under the authority of its statutory mandate. In the event that public funds are unavailable and not appropriated for the performance of County's obligations under this Agreement, then this Agreement shall automatically expire without penalty to County immediately upon written notice to Provider of the unavailability and non-appropriation of public funds. It is expressly agreed that County shall not activate this non-appropriation provision for its convenience or to circumvent the requirements of this Agreement, but only as an emergency fiscal measure during a substantial fiscal crisis. In the event of a change in the County's statutory authority, mandate and/or mandated functions, by state and/or federal legislative or regulatory action, which adversely affects County's authority to continue its obligations under this Agreement, then this Agreement shall automatically terminate without penalty to County upon written notice to Provider of such limitation or change in County's legal authority. i. Signatures. This Agreement together with any amendments or modifications may be executed electronically. All electronic signatures affixed hereto evidence the consent of the Parties to utilize electronic signatures and the intent of the Parties to comply with Article 11A and Article 40 of North Carolina General Statute Chapter 66. j. Notices. Any notice required by this Agreement shall be in writing and delivered by certified or registered mail, return receipt requested to the following: Orange County Provider's Name Attention: Brenda Bartholomew John A. Anzivino P.O. Box 8181 9097 Atlee Station Road Hillsborough,NC 27278 Mechanicsville VA 23116 [SIGNATURE PAGE TO FOLLOW] Revised 2/17 6 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have hereunder set their hands and seal, all as of the day and year first above written. ORANGE COUNTY: PROVIDER: By: ciDocuSigned by: , DocuSigned by: tlAA/Lit, Nuit la'Stui By:ounty manager I \®$3E5C1771362451.. John A. Anzivino Printed Name and Title Revised 2/17 7 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 1111 1111111111110111111111111111111111111111111 f�d � :' � ,Wil N! Mr Il�k(%^f ll,IlrifNM y,j%der//r' '/ Ill% 1 //�II11! J'/ s yw��,1,�/;J„»..dti✓�,.,.,G u 1 /r r _0,, , „. ,, 00,v ,,,,11,001,0,,,,,,,,,,,,,,,,,F,„10,0))0, 0,,,,,,,01„,0,10.• 1 111 1„0,0, ,,,,,0„,,,,,,, ,of,,,,,,0000,,0„,„„, ,,,,,,,,,„„(1,10,„,, 1,, „,,,,,” , l Ig11/�1/�111% 1 � � ' l4 "1 1 1 01 ,u V ( - .r f r ~ !r, � y �� 'f / * n , d P1 I1 ri �," j 1 1/ 11111111�yu+1 � 11 - i ' �4 II 1 l ?r l Nf��f r I. „ A , ,, y, r 1,0 11,1 rv. o:;see(/� r r / iro 11 iU r O I� d q r 11 II, WY � l i' p d k311 r! >r 1 11/ / �'1 � 1 � ,/ o �rnNw Proposal Orange County, NC Proposal to Provide Executive Recruitment Services February 24, 2017 Springsted Waters Remittance Address 9097 Atlee Station Road, Suite 100 380 Jackson Street, Suite 300 Mechanicsville,Virginia 23116 Saint Paul, Minnesota 55101-2887 Anne Lewis, Senior Vice President Miguel Ozuna,Vice President ...w s,a s arincsted,corm irnio„zun�a. splringsted,com 804-658-3960 469-506-7742 s ,o, 1 P,/,)f 6 '( DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Table of Contents LETTER OF TRANSMITTAL I GENERAL INFORMATION 3 II RESPONSE TO SCOPE OF WORK 4 III PROPOSED COSTS 10 IV FIRM EXPERIENCE 11 V RECRUITMENT PROJECT TEAM 12 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 S p p^ 909 A.1 1 l dd @r,';NPY I +M Y III III s W ,,, J S IMu o. a 41W. 1pll r '; 1 t [ �v r � f a '1;1f '77 dd'd vqvqvq !N`11 'on LETTER OF TRANSMITTAL February 24, 2017 Ms. Brenda Bartholomew Human Resources Director Orange County Human Resources Department 200 South Cameron Street Hillsborough,NC 27278 Re: Request for Proposal to Provide Executive Recruitment Services Dear Ms. Bartholomew, We appreciate the opportunity to submit our proposal for executive recruitment services for Orange County's next Director of Housing, Human Rights and Community Development. Our previous service to Orange County and extensive experience in providing executive recruitment services to cities, counties and other public sector organizations in North Carolina and nationwide will be beneficial for this recruitment and allow us to find the ideal candidate for Orange County We know that you have options for using other recruitment firms. However,we believe that our approach sets us apart from our competitors in the following unique ways: • Management/Leadership Style Assessment Analysis completed by the candidates to determine if a candidate's management style matches the approved management/leadership style profile for the ideal candidate; • Video candidate interviews through a proprietary system will be made available to the Human Resources Director to assist in the selection process; and • Utilization of a proprietary online application system exclusively licensed to Springsted l Waters to facilitate talent management. The system has been designed by S1W to customize applicant flow and tracking. It allows ease of communication with applicants and the ability to conduct database inquiries for candidates based on characteristics important to the County such as geographic location and specific experience, expertise and qualifications. DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Orange County,NC February 24, 2017 Page 2 The proposal document will provide you the details about our approach, expertise, client references and pricing for this executive recruitment. If you have any questions,please contact either one of us for additional information: Co-Proiect Leader Information Anne Lewis, Senior Vice President Miguel Ozuna,Vice President 804-658-3960 469-506-7742 alewlsgsprin.gsted.con ing.Z.Mi(a)sl rinpsted.coin Firm Information Springsted I Waters Springsted I Waters 9097 Atlee Station Road, Suite 100 14285 Midway Road, Suite 340 Mechanicsville,Virginia 23116 Addison, Texas 75001 Our Team would consider it a professional privilege to provide these services to Orange County. Respectfully submitted, Anne Lewis, Senior Vice President Miguel Ozuna, Vice President Consultant Consultant sml DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Orange County, NC Proposal to Provide Executive Recruitment Services I. General Information The Executive Search Division of Waters Consulting merged with Springsted Incorporated in May 2014, establishing one of the largest public sector executive recruitment and human capital consulting_firms in the United States. Springsted Waters is a WBE. Three employee-owners lead the group of firms and their 70-member staff. Our corporate office is located in Saint Paul, Minnesota, with regional offices located in Dallas, Texas; Milwaukee, Wisconsin; Des Moines,Iowa; Kansas City, Missouri; Richmond, Virginia; and Denver, Colorado. Springsted l Waters (S1W)has a team of seven recruitment consultants available to meet your executive recruitment needs. Each consultant assigned to this recruitment has experience working with counties and the many different disciplines that comprise Orange County organization. Our consultants bring an experienced,participatory and energetic perspective to each engagement; our unique approach and personal touch are reflected in our internal standard to provide outstanding services that exceed the County's expectations. Since 2012 our combined consultant team has conducted more than 413 executive recruitments. The S1W Recruitment Project Team will partner with the Human Resources Director and designated staff as your technical advisor to ensure that the recruitment process for your next Director of Housing,Human Rights and Community Development is conducted in a thorough and professional manner. Our objective is to generate high-quality candidates and assist you with the screening and evaluation of these candidates. We have structured the S1W Recruitment Project Team to draw upon S1W's and Springsted's 50-plus years of service to the public sector and to leverage SW's experience and capacity to focus nationwide to find the most qualified candidates. Physical Address Springsted l Waters Springsted l Waters 9097 Atlee Station Road, Suite 100 14285 Midway Road, Suite 340 Mechanicsville,Virginia 23116 Addison, Texas 75254 Office: 804-726-9748 Office: 972-481-1950 Fax: 804-277-3435 Fax: 972-481-1951 Respectfully submitted, Rollie Waters, Executive Vice President Consultant I'3i `, r t ;I,,F,listed I s Orange County,NC. Proposal to Provide Executive Recruitment Services. 3 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 IL Response to Scope of Work Task I: Recruitment Brochure Development and Advertising The development of a comprehensive recruitment brochure that includes a profile of the ideal candidate is an important first step in the recruitment process. This profile includes the required academic training, professional experience, leadership,management and personal characteristics related to the success of the candidate in the position of Director of Housing, Human Rights and Community Development. The recruitment brochure will also have a profile that captures the essence of the County as a highly-attractive venue for the successful candidate to live and work. To prepare the recruitment brochure, the Recruitment Co-Project Team Leaders will come on site to meet with the Human Resources Director and designated staff to discuss the required background,professional experience and management and leadership characteristics for your Director of Housing, Human Rights and Community Development position. We meet with the Human Resources Director and designated County staff to broaden our understanding of the position's leadership and management requirements, current issues, strategic priorities and to identify expectations for the Director of Housing, Human Rights and Community Development. Information obtained from these meetings, coupled with our review of the job description and other County documents,is used to prepare a position and candidate profile. The completed profiles will be approved by the Human Resources Director before recruitment begins. The position and candidate profiles will be central to our recruitment strategy and outreach to candidates. The Recruitment Project Team will also work with Orange County to develop an advertising and marketing strategy to notify potential candidates about the vacancy and conduct an open recruitment that encourages applications from a talented and diverse pool of candidates. Our Team will place ads in appropriate professional publications,websites and local print media,if required. Additionally, S1 W has a highly-accessed website that has a special location attracting many potential candidates to upload their resumes. The aggressive advertising and marketing campaign for top talent will include national, state, regional and local elements as determined during our initial meetings with the County's representatives. Our customized mailing list, selected from our extensive database and contacts collected at appropriate public sector conferences,will be utilized to further promote the position. Advertisements for the Director of Housing,Human Rights and Community Development position could be placed with: International City/County Management Association National Forum of Black Public Administrators International Hispanic Network Careers in Government(careersingovernment.com) National Association of Counties National Association of Housing and Redevelopment Officials North Carolina Association of County Commissioners Linkedln and other social media ;� 1. [ Orange County,NC. Proposal to Provide Executive Recruitment Services. DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Project i M lestone Deliverables Estimated Duration • Onsite interview with the County. • SIW will receive information regarding the Position profile and recruitment County's budgets, organizational charts, images, 1 Week brochure development. logos, etc. • Develop draft documents(Recruitment Brochure, Advertisement, Marketing Letter and Timeline). ............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... Approve brochure, commence • Brochure sent to the County for final approval. advertising and distribute • Commence advertising and distribution of 2 Weeks marketing letter. recruitment brochure. ..................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... Task II: Execution of Recruitment Strategy and Identification of Quality Candidates Utilizing the information developed in Task I, S1W will identify and reach out to individuals who will be outstanding candidates for the position of Director of Housing, Human Rights and Community Development. Often,well-qualified candidates are not actively seeking new employment and will not necessarily respond to an advertisement. However,if a potential candidate is presented with the opportunity directly and in the proper manner,he or she may apply. We take pride in our ability to locate highly qualified candidates across the nation based on the professional contacts and relationships we have developed and maintained over many years. These efforts will be supplemented by the creation of an appropriate database utilizing our extensive, interactive applicant database for the Director of Housing, Human Rights and Community Development position. This will provide the S1W Team with the ability to customize applicant flow and tracking, communication with applicants and conduct database inquiries for candidates based on characteristics important to the County such as geographic location,particular experience, expertise and credentials. During this part of the process the Recruitment Project Team will work with the Human Resources Director designated staff to reach consensus on the leadership and management style for the ideal candidate. Our research will determine the key competencies,work values and leadership/management style for the position and match the candidates to each attribute. Each candidate submitting a resume is sent a timely acknowledgement by our Team, including an approximate schedule for the recruitment. Throughout the recruitment process, communications are maintained with each candidate regarding information about the recruitment progress and their status in the process. We take pride in the many complimentary comments made by candidates regarding the level of communication and the professional manner in which they are treated during our recruitments. Project Milestone Deliverables Estimated Duration • Online data collection and profile development. • Development of interactive searchable applicant database for recruitment of the Director of Housing, Human Rights and Community Execution of recruitment Development. strategy and candidate 3—4 Weeks outreach. • SIW performs direct outreach to prospective candidates identified in the recruitment strategy. • Utilization of extensive applicant database to identify applications and review applicant pool for competencies/demographics. Orange County,NC. Proposal to Provide Executive Recruitment Services. 5 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Task III: Screening of Applicants and Recommendation of Semi-Finalists In Task III the Recruitment Project Team, under the direction of Anne Lewis and Miguel Ozuna, will screen the candidates against the criteria within the position and candidate profiles and develop a list of semi-finalists for recommendation to the Human Resources Director. The most promising applicants will receive a candidate essay questionnaire to complete that will provide additional information about the candidates' background and experience. We will then narrow the list to a group of 10-15 semifinalists for your review and to select finalists. Another unique aspect of our recruitment process is our use of online recorded interviews for the screening process. Responses are timed and questions are not provided in advance. This tool allows our Team to develop a more comprehensive understanding of the candidate's ability to think"on their feet"as well as their personal and professional demeanor. This virtual interview can be scored by individual selection team members as well as the consulting team for later review and comparison. Our Team will provide an online link for the Human Resources Director and others designated,who have input into the hiring decision, allowing them to review and rate the recorded responses. This provides the organization with additional candidate assessments that can be customized to fit the unique needs of your County. Throughout the process,you will have access to our Master Applicant List(MAL),which will provide pertinent data for each applicant. Project Milestone Deliverables Estimated Duration • SIW compares applications to the approved candidate profile developed in our searchable applicant database. • SIW develops customized candidate questionnaire&due diligence questionnaire to provide to applicants who most closely meet the candidate profile. . Top 10-15 candidates identified as semi-finalists. • Semi-Final Report is prepared, including the brochure, master applicant list, cover letter, Applicant screening and resume and completed questionnaire of recommendation of semi- candidates to be considered. 2 Weeks finalists. • SIW and the County review and rate video interviews. . SIW sends links to County to review the aggregate responses and ratings. • Semi-finalists complete candidate management style assessment, responses are reviewed, and interview questions are developed. • Recruitment Co-Project Team Leaders meet with Human Resources Director to review recommended semi-finalists. Human Resources Director selects finalists for on-site interviews. ,; ,I1.( I ft Orange County,NC. Proposal to Provide Executive Recruitment Services. 6 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Task IV: Conducting Background Checks, Reference Checks and Academic Verifications When the Human Resources Director approves of a group of finalists for on-site interviews, S1W will begin the process of conducting reference checks,background checks, and academic verifications. A Confidential Reference Report is prepared for each finalist to complete our understanding of his/her management and leadership characteristics and professional work performance. For the background checks, SSW will develop information on the candidates in the following areas: • Consumer Credit • Bankruptcy • City/County Criminal • State District Superior Court Criminal • City/County Civil Litigation • State District Superior Court Civil Litigation • Judgment/Tax Lien • Federal District Criminal • Motor Vehicle • Federal District Civil Litigation To ensure that our quality standards are maintained, we require a minimum of ten business days between the time that you select the finalists for on-site interviews and when we submit the candidate documentation for your final interview process. Project Milestone Deliverables Estimated Duration • Finalists complete narrative of their two Finalists complete supplemental most significant professional 1 Week work products. achievements and a critical problem analysis. ............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... Design final process with County • SSW confirms interviews with for on-site interviews with candidates. 1 —2 Days finalists. • Travel logistics are scheduled for the candidates. Background checks, reference • SSW completes background checks, checks and academic reference checks and academic 2 Weeks verification. verifications for finalists. ..................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... Task V: Final Interview Process Upon completion of Task IV,we will work with you to develop the final interview process. We will provide documentation on each of the finalists which will provide the highlights of their professional experience and leadership/management profile(Gap Analysis) as well as a summary of the results of the reference checks,background checks and academic verifications. In addition,the Final Report will include guidelines for interviewing the candidates, suggested interview questions and a candidate assessment process for your interview panel(s). The Recruitment Co-Project Team Leaders will be available during the final interview process to answer questions about the candidates and,if requested, assist with the final evaluation of the candidates. In addition,if the County requests the service,we will assist you with the development of a compensation package and related employment considerations and assist with the negotiation of an employment agreement. ,; .I1.( I ft Orange County,NC. Proposal to Provide Executive Recruitment Services. 7 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Project Milestone eliverables stl ated Duration • Final Report is prepared, including brochure, interview schedule, cover letter, resume, candidate questionnaire, Final Report prepared and two examples of candidates' most 1 Day delivered to County. significant professional achievements, suggested interview questions, candidate assessment form and management style probing questions. • Interviews are scheduled. • Recruitment Co- Project Team Leaders On-site interviews with finalists. attend client interviews and are available 1 —2 Days to participate during deliberations of candidates. • If requested, SIW participates in candidate employment agreement negotiations. Offer made I accepted. 1 —2 Days • SIW notifies candidates of decision. • SIW confirms final process close out items with Orange County. .............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................. Strategy for Recruitment of Diverse Candidates Our corporate core values and work environment reflect our broader social aspirations for a diverse workforce, equal opportunity, and cross-cultural respect. We have established strong and credible networks with minority and female leaders nationwide. In addition,we are corporate members of the National Forum for Black Public Administrators (NFBPA) and the Hispanic Network and are on their National Corporate Advisory Council. We participate in their membership events on a regular basis. To that end,we take responsibility for diversity in our organization, our recruitment strategy and our candidate pools. In this recruitment,we will use our established networks to make direct and personal contacts with prospective minority and female candidates and encourage them to consider Orange County's Director of Housing,Human Rights and Community Development position. Because of our performance record in presenting a diverse applicant pool, these prospective candidates know they will be fairly considered in the process. Springsted Waters, is committed to ensuring equitable participation in our business and employment opportunities without regard to race, color,religion, gender,national origin, age, disability,veteran status, marital status or sexual orientation. As a leader in the executive recruitment industry,we take positive actions to prevent and to remedy any discriminatory effects of business and employment practices. SIW is a WBE. Sotto listed I s Orange County,NC. Proposal to Provide Executive Recruitment Services. 8 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Timeline Below is an estimated Timeline for the executive recruitment process. S1W targets a 90-120 day time frame to complete a project. We've taken into consideration your request to have a candidate accept an offer by April 30; however, shortening our process further that what is indicated below (74-days) may affect the quality of the applicant pool. You will be asked during the first on-site meeting to review and approve a Timeline for the recruitment project. It is our intent to conduct the recruitment expeditiously, but not at the expense of finding high-quality candidates for you. ORANGE COUNTY, NC EXECUTIVE C UI T PRELIMINARY TIMELINE The following Timeline represents a preliminary schedule for your executive recruitment based on a commencement date of March 9, 2017. Actual target dates will be developed in consultation with and approved by the Human Resources Director. Project Milestone Deliverables Target Date • SIW completes on-site interviews to develop candidate profile and recruitment brochure; the County approves ad placement schedule and timeline. Profile development, advertising • SIW sends draft recruitment brochure to the County. March 9— and candidate outreach. • The County returns draft recruitment brochure(with April 17 edits)to SIW. • SIW commences executive recruitment advertising and marketing. . Online data collection and profile development. • SIW commences formal review of applications and sends most promising applicants a Candidate Questionnaire to provide additional information about background and experience. Candidates complete recorded interview online. . SIW completes formal review of applications and Applicant screening and sends selected resumes and questionnaire assessment and responses to the County for review. Also candidates' April 18—28 recommendation of semi- recorded interviews are presented. finalists. • Semi-finalists complete candidate management style assessment and responses are reviewed and interview questions are developed. • SIW meets with the County and recommends semi- finalists; the County selects finalists for on-site interviews. Comprehensive background check, academic verifications, • SIW completes reference checks/background May 1 —12 and reference checks checks/academic verification on finalists. completed for finalists. • SIW sends documentation for finalists to the County. Week of On-site Interviews with finalists. • The County conducts on-site interviews with finalists. May 15 Employment offer made/ • The County extends employment offer to selected Week of accepted. candidate. May 22 I'3 � � VVr;,te 1.( i _ I i Orange County,NC. Proposal to Provide Executive Recruitment Services. 9 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 III. Proposed Costs Springsted I Waters(SSW) Professional Recruitment Not-To-Exceed Fee of$19,500,plus a not-to-exceed fee for direct project related reimbursable expenses. The Professional Services Fee includes all services provided by Recruitment Co-Project Team Leaders (Lead Consultants), the Consulting Team(when assistance is necessary) and the project support staff It is estimated that the project related expenses for advertising; recruitment brochure printing;preparation of semi-finalist and finalist assessment notebooks; candidate background, reference and academic verification checks; and travel expenses for on-site client visits is projected at a not-to-exceed amount of $5,000. This is a not-to-exceed amount and all requests for reimbursement will be accompanied with receipts and documentation for expenses. Please Note: Travel expenses incurred by candidates for on-site interviews with the client are not the responsibility of SI W and are handled directly by the client organization. The $19,500 fee will be billed in four installments: 30%of the fee will be billed at the beginning of the recruitment; 30%at the implementation of Phase I; 30% at the implementation of Phase II; and 10%upon acceptance of an offer by the candidate. The project-related reimbursable expenses projected to be $5,000, will be invoiced at the conclusion of the project. All questions regarding the professional fees and project-related expenses should be directed to Anne Lewis at jljw s(a),spr°ingsted.com, 804-726-9748 or Miguel Ozuna at m zuna(a springsted.com,469-506-7742. PHASE DESCRIPTION OF PROFESSIONAL SERVICES FEES Task 1 —Candidate Profile Development/Advertising/Marketing (includes one day on site by Recruitment Co-Project Team Phase I Leaders) Task 2—Identify Quality Candidates Task 3—Screening of Applications and Submission of Recommended Semi-Finalists to Client(includes one Phase II day on site by the Recruitment Co-Project Team Leaders) Task 4—Reference Checks, Background Checks and Academic Verifications Task 5—Final Process/On-Site Interviews with Finalists Phase III (includes two days on site by Recruitment Co-Project Team Leaders) Conclusion Acceptance of offer by candidate PROFESSIONAL FEE $19,500 NOT-TO-EXCEED PROJECT RELATED EXPENSES $ 5,000 (advertising,printing/shipping,backgrounds,and travel) TOTAL NOT-TO-EXCEED COST $24,500 Orange County,NC. Proposal to Provide Executive Recruitment Services. 10 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 OPTIONAL 1 CES FOR CONSIDERATI At the County's option, SIW will conduct a web-based survey to determine key community-wide issues and priorities that could be considered in the selection of a new Director of Housing, Human Rights and Community Development. This survey is $1,650 completed by community leaders, citizens, and County employees and would alter the project timeline. On rare occasions, SIW is asked to provide additional search services that are not included in this scope of service or to provide more than three on-site visits to the County. Additional work specifically requested by the County which is outside of the $220 per hour scope of this project will be invoiced at the hourly rate of$220 plus expenses. SIW will plus expenses submit a written explanation of the additional services to b provided and the estimated hours that will be required prior to commencing any additional services. Triple Guarantee Our Triple Guarantee is defined as: (1)A commitment to remain with the recruitment assignment until you have made an appointment for the fees and tasks quoted in this proposal. If you are unable to make a selection from the initial group of finalists, SSW will work to identify a supplemental group until you find a candidate to hire. (2)Your executive recruitment is guaranteed for 24 months against termination or resignation for any reason. The replacement recruitment will be repeated with no additional professional fee,but only for project-related expenses. Candidates appointed from within your organization do not qualify for this guarantee. This guarantee is subject to further limitations and restrictions of your state laws. (3) SI W will not directly solicit any candidates selected under this contract for any other position while the candidate is employed with your organization. IV. Firm Experience The following is a partial list of previous Executive Recruitments: List of Relevant Executive Recruitments: 2012 to Present Year Client State Recruitment Population 2012 Fauquier County VA Economic Development Director 68,010 2012 Goochland County VA Economic Development Director 21,626 2012 Northampton County VA Director of Development 12,125 2012 Stafford County VA Deputy Director of Economic Development 136,788 2012 Winchester VA Downtown Development Manager 27,216 2013 Craven County NC Economic Development Director 104,786 2013 Ramsey MN Economic Development Manager 24,935 2013 Richardson TX Director of Community Services 104,475 2014 Allen Economic Development Corporation TX President 89,640 2014 Fairmont MN Economic Development Director 10,463 2014 Luzerne County PA Human Services Division Head 321,027 2014 Minnesota Housing Finance Agency MN Assistant Commissioner, Multi-Family 5,457,000 2014 Orange County VA Economic Development Director 34,246 2014 Saint Paul MN Economic Development Director 294,873 2015 Delaware County OH Director of Economic Development 184,979 2015 Denton TX Development Review Administrator 123,099 2015 Fayetteville NC Economic Development Director 204,408 2015 Fulton County GA Director of Housing&Community Dev 984,293 ,; ,I1.I I ft Orange County,NC. Proposal to Provide Executive Recruitment Services. 11 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 List of Relevant Executive Recruitments: 2012 to Present Year Client State Recruitment Population 2015 Mecklenburg County NC Economic Development Director 990,977 2015 Northampton County VA Director of Development 12,125 2015 Racine WI Director of City Development 81,855 2016 Arlington County VA Deputy Director Human Services 224,906 2016 Lancaster County SC Economic Development Director 80,458 2016 Rapid City SD Dir of Comm Planning and Dev Services 70,812 V. Recruitment Project Team Mr.Rollie Waters,Executive Vice President Ms.Jada Kent, Project Manager Direct Phone: (214)466-2424 Direct Phone: (214)466-2429 Email: rwtcrs @s.Purgsted.corrn Email: jkenta)st rinsted.com Recruitment Co-Project Team Leader Ms.Jenelle Stapleton,Project Coordinator Ms.Anne Lewis, Senior Vice President Direct Phone: (214)466-2445 Direct Phone: (804)726-9748 Email: jstapleton r)springsted.com Email: alevasgspringsted.com Ms.Hailey Daniels,Project Manager Recruitment Co-Project Team Leader Direct Phone: (804)726-9748 Mr.Miguel Ozuna,Vice President Email: hdameh r),springsted_coIlm Direct Phone: (469) 506-7742 Email: mozun x),springsted.com Mr. Chuck Anderson, Senior Vice President Direct Phone: (817)965-3911 Email: canderst a((),sr In Orange County,NC. Proposal to Provide Executive Recruitment Services. 12 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Rollie Waters Executive Vice President Rollie Waters is an Executive Vice President with Springsted l Waters. Since 1976,Rollie has been a management consultant to private and public sector clients. He has consulted with national and international clients in the area of HR Management system design and strategic management. He has given various lectures and seminars for organizations in the areas of compensation as it relates to performance management. He is viewed on a national level as one of the foremost authorities in succession planning and performance management system design for the public sector. He has spoken before such organizations as the International City/County Managers Association,American Management Association, The Alliance for innovation, Southern Methodist University,the University of Maryland, National Forum of Black Public Administrators, California Institute of Technology,the Texas Municipal League(TML), the International Personnel Management Association(IPMA-HR), several international companies in Great Britain, and various other U.S. public and private sector agencies and organizations. Rollie has been actively involved in the development of competency-based knowledge selection and development tools over the past twenty years. He has been instrumental in ensuring the proprietary profiles that he has designed attract the right candidates that fit the organization's needs. In addition,Rollie's extensive knowledge of performance management solidifies matching the management style most compatible with the organization's success. His research on succession planning has led him and his team to be able to help shape the future of organizations through their executive recruitment activities. Rollie has been widely published in national journals and magazines focusing on human resource challenges. His publications include a research article in the Public Personnel Management Journal titled "The Impact of Behavioral Traits on Performance Appraisal." Prior to founding S1 W, Rollie held an executive position with Dun&Bradstreet Co., Inc., and a management position with Owens Corning Fiberglass. Areas of Expertise • Executive Recruitment • Organizational Strategy • Web-Based Compensation Support • Mentoring Programs • Management Development • Performance Management • Competency-based Systems and • Succession Planning Development Systems Professional Accomplishments and Education Rollie is a member of Mensa, a Strategic Partner with the International City/County Managers Association, International Management Consultants and Alliance for Innovation, a member of the National Corporation Advisory Council of the National Forum for Black Public Administrators, and numerous other professional groups. He has also appeared in several professional directories such as Who's Who in the World,Who's Who in Finance and History, and many others. Rollie has an extensive background in the behavioral sciences and strategic planning. He received his MBA at Pepperdine University and his Bachelor of Science degree in Psychology from the University of South Carolina. In addition,he is a Certified Management Consultant(CMC); CMC is a certification mark awarded by the Institute of Management Consultants USA and represents evidence of the highest standards in consulting and adherence to the ethical canons of the profession. ,; -11.I Orange County,NC. Proposal to Provide Executive Recruitment Services. 13 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Anne Lewis Senior Vice President and Consultant Anne Lewis is a Senior Vice President and Consultant with Springsted l Waters. Prior to joining 51W, Anne served as the Deputy City Manager for the City of Harrisonburg,Virginia as well as the Assistant City Manager for the City of Winchester, Virginia. Over the last 15 years, her experience in municipal government has also included positions as an Emergency Management Deputy Director,Public Information Officer, Human Resources Manager,Parking Authority Executive Director,Housing Director, Transit Director and Convention&Visitors Bureau Executive Director. Areas of Expertise • Recruiting Public Transportation • Emergency Management Strategic Planning • Human Resources Management • Planning and Community Development Professional Accomplishments and Education Anne received her Bachelor's degree in Business Administration and Management,her Master of Science in Organizational Leadership and Public Administration, as well as a Graduate Certificate in Public Management, all from Shenandoah University in Winchester,Virginia. She is also a Senior Executive Institute and LEAD graduate of the Weldon Cooper Center for Public Service at the University of Virginia. As a member of the International City/County Management Association(ICMA), she is a graduate of the 2008 class of Leadership ICMA and achieved the status of Credentialed Manager. She has been a part of the Task Force on Women in the Profession as well as the Task Force on Internship Guidelines. She is a member and served on the Executive Board of the Virginia Local Government Management Association(VLGMA). I a ;� ; �-I) I 1 Orange County,NC. Proposal to Provide Executive Recruitment Services. 14,, DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Miguel Ozuna Vice President and Consultant Miguel Ozuna is a Vice President and Consultant with Springsted Waters. Prior to joining SIW, Miguel served as Director of Human Resources for the City of Cedar Park(Central Texas) and the City of Weslaco (Rio Grande Valley). His extensive experience of over 15 years in municipal human resources has given Miguel broad familiarity and knowledge of municipal government operations making him ideal to provide executive recruitment and organizational management services. His expertise encompass all aspects of the municipal human resources function to include recruiting, benefits administration, compensation, employee relations, training and organizational management. Miguel's work in municipal human resources has propelled him to leadership positions in statewide municipal organizations to include the Texas Municipal Human Resources Association and the Texas Public Employers Labor Relations Association. Areas of Expertise • Recruitment • Organizational Management • Labor Relations (Civil Service, Collective • Employee Relations Bargaining&Meet and Confer) Education and Professional Affiliations Education Affiliations Sam Houston State University, Huntsville, Texas Municipal Human Resources Association Texas; Bachelor of Arts in History Texas Public Employer Labor Relations Association National Public Employer Labor Relations Association International Public Management Association for Human Resources ' iL ostodri/rdiiF,, .I) I d Orange County,NC. Proposal to Provide Executive Recruitment Services. 15 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Charles (Chuck)Anderson Senior Vice President and Consultant Charles (Chuck) S. Anderson is a Senior Vice President and Consultant with Springsted l Waters. Prior to joining S1W, Chuck worked for local governments and non-profit organizations, including City Manager for Dallas, Texas; Executive Director for the Dallas Area Rapid Transit(DART); and Executive Director for the Michigan Education Association. Chuck also served as Director for Local Government Reform for the International City/County Association (ICMA), managing a U.S. government contract for the planning and delivery of technical assistance to local governments in Central and Eastern Europe. His last assignment in this role with ICMA was to recruit and supervise a team of technical consultants to assist in re-building local governments in Bosnia following agreement on the Dayton Accords. During his service with the Michigan Education Association, Chuck also served as Senior Consultant for Urban Planning and Management for Michigan State University's Institute for Public Policy and Social Research. Areas of Expertise • Executive Recruitment Organizational Design • Leadership/Management Development • Organizational Development Professional Accomplishments and Education Chuck received a Bachelor of Arts degree in political science and human resources management and a Masters of Public Administration degree from the University of Kansas. He received the prestigious L.P. Cookingham Award for Development of Young Professionals from the International City/County Management Association(ICMA) and the Minority and Women Advancement Award from the American Public Transit Association(APTA). He was also recognized as Public Administrator of the Year by the American Society of Public Administration(ASPA) and Outstanding Management Innovator(Honorable Mention)by ICMA. Chuck was recognized in 2007 with the Lifetime Achievement Award from his Public Administration Alumni Association at the University of Kansas. '7if ri/rdiiF, -I) I d Orange County,NC. Proposal to Provide Executive Recruitment Services. 16 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Jada Kent Project Manager Jada Kent is a Project Manager with Springsted l Waters. Jada is responsible for managing the recruitment process by organizing and coordinating administrative support for each project. She is also responsible for backing up the lead consultant throughout the entire scope of a recruitment,to include communication with the client and vetting of candidates. Areas of Expertise • Human Resources Management(HRM) • Public Administrative Best Practice • Public Policy Analysis • Comparative Studies Professional Accomplishments and Education Jada received a bachelor's degree in United States History,with a minor in Political Science from the University of North Texas. While at UNT, she was the recipient of multiple oral litigation awards and even competed nationally in the Texas Undergraduate Moot Court Association. Jada has also completed a Master's in Public Administration from the University of Texas—at Dallas. As a Public Affairs Specialist in both the Army(active duty) and the Air National Guard,respectively, Ms. Kent presented the Air Force story to a global audience as a journalist for the 136th Airlift Wing's Public Affairs Staff. Jada is in the process of acquiring her certification with Society for Human Resource Management (SHRM-CP). I'Jip IV/rdi ;I,,F, .I) I d Orange County,NC. Proposal to Provide Executive Recruitment Services. 17 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Jenelle Stapleton Project Coordinator Jenelle Stapleton is a Project Coordinator with Springsted l Waters. She is responsible for supporting the lead consultants throughout the entire scope of the recruiting process, as well as providing administrative support to the Executive Vice President, Rollie Waters. In this role,Jenelle coordinates communications with candidates,the processes resumes and distributes candidate questionnaires. She is also responsible for providing support to candidates regarding technical and logistic issues. She assists the consultants in scheduling the semifinalist interviews, submitting profiles for background checks and education verification, as well as notifying the finalists of project status. Her responsibilities extend to editing presentations, advertisement placements and general office administration. Professional Accomplishments and Education Jenelle is a very task oriented professional with over 13 years of experience in Office Administration—at least 6 of those years have been spent in executive level support and two have been spent in Human Resources Administration. She also has over eight years of experience in sales and marketing including over seven years overseeing employees. The majority of this experience began in branch banking as a Financial Sales Supervisor where, in addition to managing day to day branch operations, she also took on the role in coordinating the branch's business development. She went on to Merchant Services as the Client Relations Executive where she also filled the role of the Commissions Analyst with the Human Resource Department. This dual-position entailed managing client escalations, analyzing and adjusting pricing structures, contract negotiation, monitoring non-compete agreements and the paying and reversal of commissions. Prior to joining Springsted l Waters, Ms. Stapleton was involved in Real Estate Investment as the Operations Manager. In this position, she managed the renovation and budgets of over 200 single family homes and provided administrative support once the properties were tenant occupied. Jenelle has her Associates of Applied Sciences in Financial Operations and an Associates in Business Administration. She is currently pursuing her bachelor's degree in HR Management at Texas Women's University. Her major outside interest involves volunteering with Dogs on Deployment("DoD"), a non- profit dedicated to helping military members keep their pets while overseas. DoD arranges pet fosters and thus alleviates the need for pet relinquishment from military members due to the hardships of deployment. '3if F, I a ;� ; �-1l.I Orange County,NC. Proposal to Provide Executive Recruitment Services. 18 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 Hailey Daniels Project Manager Hailey Daniels is a Project Manager with Springsted Waters,providing support and assistance for executive search and organizational management projects. Her duties include conducting research and working with clients and candidates throughout all phases of a project and/or executive search and recruitment. Before joining the S1W team, Hailey worked in an administrative human resources role in the construction industry. She was responsible for recruitment efforts and pre-employment tasks such as creating job postings, conducting candidate screenings and scheduling interviews. In addition, Hailey was responsible for managing the employee on-boarding process, updating personnel policies and clerical duties such as contract management, formatting spreadsheets and creating PowerPoint presentations. Professional Accomplishments and Education Education Affiliations Virginia Commonwealth University,Richmond, Society of Human Resource Management Virginia; Bachelor of Science,Business and (SHRM) Human Resource Management Richmond Society of Human Resource Management John Tyler Community College, Chester, Virginia Local SHRM Chapter Associate of Science,Psychology I' ip S IV/rdi,;I,,F, -I) I d Orange County,NC. Proposal to Provide Executive Recruitment Services. 19 DocuSign Envelope ID:E9187B35-0D19-4E96-883A-5B48B03DE760 DATE(MM/DD/YYYY) A COR CERTIFICATE OF LIABILITY INSURANCE ,,,,,.,.. - 2/2s/2o17 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Phone: (9521944-2929 CONTACT Jane Doerfler Fax: (952)944-3091 NAME` Horizon Agency,Inc. PHONE (952)914-7131 Ext): (952)914-7131 FAX A No): (952)944-3091 6500 City West Pkwy#100 ADDRess: janc@horizonagency.com Eden Prairie,Minnesota 55344 INSURER(S)AFFORDING COVERAGE NAIC# INSURER A: Federal Insurance Company 20281 INSURED INSURER B: Executive Risk Indemnity Inc. 35181 Waters and Company Incorporated INSURER C: 380 Jackson Street#300 INSURER D St.Paul,MN 55101 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER:8207 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDL SUBR POLICY EFF POLICY EXP W LIMITS LTR INSD VD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) ✓ COMMERCIAL GENERAL LIABILITY 35342568 8/11/2016 8/11/2017 EACH OCCURRENCE $ 1,000,000 A DAMAGE TO RENTED 1,000,000 CLAIMS-MADE ✓ OCCUR PREMISES(Ea occurrence) $ MED EXP(Any one person) $ 10'000 PERSONAL&ADV INJURY $ 1,000,000 GENL AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 ✓ POLICY JECT PRO LOC PRODUCTS-COMP/OP AGG $ 2,000,000 OTHER: $ AUTOMOBILE LIABILITY 73234006 8/11/2016 8/11/2017 COMBINED SINGLE LIMIT $ 1,000,000 A (Ea accident) ANY AUTO BODILY INJURY(Per person) $ OWNED SCHEDULED BODILY INJURY(Per accident) $ AUTOS ONLY AUTOS ✓ HIRED ,/ NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY (Per accident) $ ✓ UMBRELLA LIAB ✓ OCCUR 79764838 8/11/2016 8/11/2017 EACH OCCURRENCE $ 2,000,000 A EXCESS LIAB 2,000,000 CLAIMS-MADE AGGREGATE $ DED ✓ RETENTION$ 0 $ WORKERS COMPENSATION 71646620 8/11/2016 8/11/2017 ✓ STATUTE 00TH A AND EMPLOYERS'LIABILITY ANYPROPRIETOR/PARTNER/EXECUTIVE Y/N E.L.EACH ACCIDENT $ 500,000 OFFICER/MEMBER EXCLUDED? N N/A (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ 500,000 If yes,describe under 500,000 DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ B Errors&Omissions 82079210 1/14/2017 1/14/2018 Each Claim 2,000,000 $25,000 Deductible 2 Aaareeate 2,000,000 DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES (ACORD 101,Additional Remarks Schedule,may be attached if more space is required) CERTIFICATE HOLDER CANCELLATION Holder's Nature of Interest:Certificate Holder SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE Orange County THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 200 South Cameron Street Hillsborough,NC 27278 AUTHORIZED REPRESENTATIVE yollt,,,,A, k!,, eiodiwy) ©1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25(2016/03) The ACORD name and logo are registered marks of ACORD