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2023-282-E-Human Resources-Strategic Government Resources-Executive Recruitment
Revised 04/23 1 [Departmental Use Only] TITLE Executive Recruitment FY 2023 - 2024 NORTH CAROLINA SERVICES AGREEMENT RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter “Agreement”), made and entered into this 1st day of June, 2023, (“Effective Date”) by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and Strategic Government Resources, (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 Services Agreement (“Agreement”) is for services to be rendered by Provider to County with respect to (insert type of project): Provide Executive Recruitment Services for Orange County. 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 DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Revised 04/23 2 performance of these services. Provider is solely responsible for the professional quality, accuracy and timely completion and 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. County and the Provider agree to allow for subcontracting as provided in the attached RFP, namely with Kurt Hodgen for certain search tasks. 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 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) Should this Agreement involve project designs, the construction or creation of which is to be bid out or fulfilled by other contractors, and bidding or negotiation with contractors produce prices which, when added to the other elements of the approved total project cost, produce a cost that is in excess of the approved total project cost, the Provider shall participate with the County in negotiation and design adjustments to the extent such are necessary to obtain prices within the approved total project cost. All activity of the Provider with respect to these matters shall constitute Basic Services and shall be perfo rmed by the Provider without additional compensation. If negotiation and design adjustments fail to bring costs within the total project cost the County may reject all bids and Provider will redesign or reduce portions of the project in an effort to reduce the bid prices to within the total project cost and rebid the project. One such redesign is included within Basic Services. If this second letting for bids does not produce bids that are within the approved total project cost initially or after negotiations with the contractor the cost is not reduced to an amount within the total project cost, the Provider is not obligated to engage in further redesign. 3. Basic Services DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Revised 04/23 3 a. Basic Services. i) The Provider shall perform as Basic Services the work and services described herein and as specified in the County’s Request for Proposals or Request for Qualifications (the “RFP”) “RFP Number 367-OC 5382 for “Executive Recruitment” issued May 31, 2023, and the Provider’s proposal, which are fully incorporated and integrated herein by reference together with Attachments RFP Proposal submitted by Strategic Government Resources, which includes CIO, timeline and fee schedule and RFP#367OC5382 (designate all attachments). In the event a term or condition in any referenced document or attachment conflicts with a term or condition of this Agreement the term or condition in this Agreement shall control. Should such conflict arise the priority of documents shall be as follows: This Agreement, the County’s RFP together with attachments, Provider’s Proposal together with attachments. ii) The Basic Services will be performed by the Provider in accordance with the following schedule: (Insert milestones task list, dates and fees. If milestones are not established mark N/A under Milestone Task 1.) Milestone Task Milestone Date Milestone Fee 1. attached with proposal 2. 3. 4. 5. 6. 7. 8. 9. 10. iii) Should County reasonably determine that Provider has not met the Milestone Dates established in Section 3(a)(ii), County shall notify Provider of the failure to meet the Milestone Date. The County, at its discretion may provide the Provider seven (7) days to cure the breach. County may withhold the accompanying payment without penalty until such time as Provider cures the breach. In the alternative, upon Provider’s failure to meet any Milestone Date the County may modify the Milestone Date schedule. Should Provider or its representatives fail to cure the breach within seven (7) days, or fail to reasonably agree to such modified schedule, County may immediately terminate this Agreement in writing, without penalty or incurring further obligation to Provider. This section shall not be interpreted to limit the definition of breach to the failure to meet Milestone Dates. 4. Duration of Services a. Term. The term of this Agreement shall be from June 1, 2023 to May 31, 2024. DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Revised 04/23 4 b. Scheduling of Services i) The Provider shall schedule and perform its activities in a timely manner so as to meet the Milestone Dates listed in Section 3. 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 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 June 1, 2023. 5. Compensation a. Compensation for Basic Services. Compensation for Basic Services shall include all compensation due the Provider from the County for all services satisfactorily (as determined by the County) performed pursuant to this Agreement. The maximum amount payable for Basic Services is twenty-eight thousand five hundred Dollars ($28,500). 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. Payment for Basic Services shall become due and payable in direct proportion to satisfactory services performed and work accomplished. Payments will be made as Project milestones as set out in Section 3(a)(ii) are achieved up to the corresponding milestone fee. (For example, Provider may invoice for the amount listed as the milestone fee corresponding to the first milestone task upon County’s acknowledgement of the satisfactory completion of Task one. Upon the County’s acknowledgement that the second Task has been satisfactorily completed Provider may invoice for that corresponding milestone fee.) Milestone fees shall be the maximum amount payable for its corresponding milestone task which shall not be altered except by written amendment. b. 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 who shall have the authority to render decisions within guidelines established by the County Manager or the County Board of Commissioners and who 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 DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Revised 04/23 5 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. 8. Indemnity a. Indemnity. To the extent authorized by North Carolina law the Provider agrees, without limitation, 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. Either party may terminate this Agreement upon notice to the other party that obligations pursuant to this Agreement are made impractical due to declarations of emergency by Orange County or by North Carolina due to events directly impacting Orange County. Both parties shall remain responsible for all payment and performance due up to the receipt of such notice, but shall have no further obligation or responsibility beyond that date provided the terminating party has taken all reasonable steps to complete the performance of its obligations. c. Compensation After Termination. DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Revised 04/23 6 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. Upon request of the County, the Provider shall submit to County all relevant documentation, including but not limited to, job cost records, to support its claims for final compensation. ii) Should this Agreement be terminated, the Provider shall deliver to the County within seven (7) days, at no additional cost, all deliverables up to the date the contract is terminated, 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 Provider. Upon any suspension by County, Provider shall discontinue 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. c. Compliance with Laws. 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 anti-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 this requirement 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. 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 identified, on the list created by the State Treasurer pursuant to G.S. 147-86.58. By executing this Agreement Provider certifies that Provider has not DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Revised 04/23 7 been identified, and has not utilized the services of any agent or subcontractor identified, on the list created by the State Treasurer pursuant to G.S. 147-86.81. 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 cou rt 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 a suit or action. e. Entire Agreement. This Agreement, together with the RFP and its attachments and the Proposal and its attachments, 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. 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, i tems 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 and Government Action. 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 or 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 or 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. In the event of a change in the County’s statutory authority, mandate or mandated functions, by state 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 DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Revised 04/23 8 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 & Address Attention: Brenda Bartholomew JJ Peters. President P.O. Box 8181 P.O. Box 1642 Hillsborough, NC 27278 Keller, Texas 76244 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: _________________________________ Bonnie Hammersley, County Manager By: __________________________________ JJ Peters, President Printed Name and Title DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 6/21/20236/29/2023 Revised 04/23 9 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Strategic Government Resources Vendor Contact Person: Cindy Hall Phone: 817-337-8581 Address: PO Box 1642 City Kellar State: TX Zip: 76244 Department: HR Amount: $28,500 Purpose: Executive Recruitment Budget Code(s): County Manager Contract Services- 10210020 630000 = $25,000 / HR Employee Development -10295020-720016 =$3,500 Vendor # Vendor Status with NCSOS: Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: ) (Most Recent Amendment ) Effective Date June 1, 2023 End Date May 31, 2024 Notice Date (Notice Purpose ) Award Approved by Board (Agenda Date: ); Made or Administered by Signature Authority - BOCC Express Delegation (Agenda Date: ) - Policy 9.4: Under $5,000; Service Under $90,000; Construction Under $250,000 - Budget Policy Section XV (Capital Improvement Project: ) Bidding Informal Bidding ($30k-$90k); Formal RFP ($90k+); Other (<$30k); Exception(# ) Department Affirmation This agreement is approved as to technical form and content and I as Department Director affirmatively st ate work on this project has not been initiated prior to execution of the agreement. Services related to this agreement have already begun or been completed. Description of the nature of the emergency condition that was addressed: Department Director’s Signature ________________________________________ Date: ________ Information Technologies This agreement has been reviewed and is approved as to information technology content and specifications: Office of the Chief Information Officer___________________________________ Date: ________ Inapplicable because no hardware/software purchases or related services Risk Management This agreement is approved for sufficiency of insurance standards, specifications, and requirements: Office of the Risk Management Officer___________________________________ Date: _________ Financial Services This instrument has been pre-audited in the manner required by the Local Government Budget and Fiscal Control Act: Office of the Chief Financial Officer ____________________________________ Date: _________ Legal Services This agreement is approved as to legal form and sufficiency: Office of the County Attorney __________________________________________Date: ________ Clerk to the Board DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 6/22/2023 6/22/2023 6/26/2023 6/28/2023 Revised 04/23 10 All Docusign contracts must be copied to the Clerk upon completion: occlerkdocs@orangecountync.gov The following signature block is for hard copies only and is not required for Docusign contracts: Received for record retention: Office of the Clerk to the Board __________________________________________Date:_________ DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Request for Proposals for Professional and Consulting Services TO PROVIDE EXECUTIVE RECRUITMENT SERVICES FOR ORANGE COUNTY, NORTH CAROLINA RFP No 367-OC5382 Response Due Date: May 2, 2023 at 2:00 p.m. ET Electronic responses ONLY will be accepted for this solicitation. Summary 1. Orange County invites proposals from Consultants to provide executive recruitment services in recruiting a Department Director. 2. The purpose of this Request for Proposal (RFP) is to solicit offers from qualified Consultants to assist the County in the recruitment and selection to fill Director or Executive Management positions in Orange County, North Carolina. 3. When providing your proposal and business references, consideration should be given to the following: Orange County is located on the edge of the Research Triangle Park. With more than 140,000 residents; Orange County includes historic Hillsborough, the County seat; Chapel Hill, home to the University of North Carolina; and Carrboro and Mebane, former railroad and mill towns. Additional details about the County can be located at www.orangecountync.gov. Proposal Submittal: Electronic responses only will be accepted for this solicitation. Consultants shall bear the risk for late submission due to unintended or unanticipated delay. Any proposal submitted after the proposal deadline will be rejected. Consultants should enter “RFP#: 367-OC5382: Consultant’s name, To Provide Executive Recruitment Services for Orange County” as the subject for the email. Electronic (PDF Format) submittals should be less than 15MB in size and submitted by 2:00 p.m. EST on May 2, 2023. Electronic submittals shall be emailed to Jovana Amaro, Purchasing Agent at jamaro@orangecountync.gov by the date specified above. Critical updated information may be included in Addenda to this RFP. It is important that all consultants proposing on this RFP periodically check the Orange County’s website https://www.orangecountync.gov/Bids.aspx for any Addenda that may be issued prior to the RFP deadline date. All consultants shall be deemed to have read and understood all information in this RFP and all Addenda thereto. RFP Schedule: The table below shows the intended schedule for this RFP. Orange County will make every effort to adhere to this schedule. DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Event Responsibility Date and Time Issue RFP OC April 3, 2023 Submit Written Questions Consultant April 17, 2023 Provide Response to Questions OC April 24, 2023 Submit Proposals Consultant May 2, 2023 at 2:00 p.m. Questions: Written questions shall be emailed to Brenda Bartholomew, Human Resources Director at bbartholomew@orangecountync.gov copying Jovana Amaro, Purchasing Agent, at jamaro@orangecountync.gov by the above deadline. Consultants should enter RFP No 367-OC5382: Questions” as the subject for the email. Questions received by the deadline date, Orange County’s response, and any additional terms deemed necessary by Orange County will be posted in the form of an addendum to the Orange County website https://www.orangecountync.gov/Bids.aspx and shall become an Addendum to this RFP. No information, instruction or advice provided orally or informally by any Orange County personnel, whether made in response to a question or otherwise in connection with this RFP, shall be considered authoritative or binding. Consultants shall rely only on written material contained in an Addendum to this RFP Proposal Contents: Consultants shall populate all attachments of this RFP that require the Consultant to provide information and include an authorized signature where requested. Consultant’s RFP responses shall include the following items and those attachments should be arranged in the following order: 1. Qualifications a. The Consultant must demonstrate that they have the expertise, resources, capability, and experience to provide the services requested. Such qualifications must be fully evident within the proposal. b. Names of the key personnel to be assigned including their resumes outlining qualifications and experience c. Relevant experience of key personnel who will be conducting the recruitment and selection d. Each Proposer shall provide a statement of qualifications as required by these specifications. e. Proposal offers examples of Proposer’s experience with similar projects. f. Proposal clearly defines organization of agency, listing management and staff, and explains history and structure of company. g. Proposal shows demonstrated capabilities (i.e. financial solvency, client base, network capabilities etc.) h. Orange County may make such investigations it deems necessary to determine the ability of the Proposer to perform the work. The County reserves the right to reject any Proposal if the information submitted by, or investigation of such Proposer, fails to satisfy the County that such Proposer is properly qualified to carry out the obligations of the contract and to complete the work contemplated therein. Conditional Proposals will not be accepted. i. Proposals shall include a statement that Consultant meets each qualification as outlined in this request for proposal. j. Proposal demonstrates the Proposer’s comprehension of the required work outlined in the Purpose and Scope of Services of this request for proposal. Further, the submitted proposal offers a comprehensive plan to meet the County’s insurance requirements. k. The awarded Consultant shall, at his or her own expense, maintain in effect at all times during the DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 performance of the work under this contract at least the insurance coverage specified in the insurance requirements as included in the attached referenced sample contract. Proof of ability to obtain Professional Liability Insurance is required to be submitted with the proposal 2. References a. Five business references are required, with at least three (3) of the references being comparably sized government. References must include: company or organization name, contact, address, phone number, length of time associated with your organization and a brief description of the services provided. 3. Work Methodology a. Provide sufficient detailed information of project methods and discussion of approach as to clearly demonstrate consultant’s competence and ability to provide the required deliverables contained within this proposal. b. The narrative should specify which tasks will be done by the lead consultant and which tasks will be done by sub-consultants, if applicable. c. The narrative should include a detailed description of the consultant’s approach to the recruitment and selection process. 4. Miscellaneous Describe any other facets of your firm’s experience that are relevant to this proposal that have not been previously described and that you feel warrant consideration. 5. Project schedule with relevant milestone dates identified 6. Detailed project cost estimate for work related to the recruitment and selection 4. Required forms to be included with proposal: Acknowledgement of receipt of any addenda Living Wage Contractor Policy form E-verify Affidavit form Orange County Non-Discrimination Certification form Supplemental Vendor Information: Historically Underutilized Businesses form Process and Basis for Selection: 1. Responses to this Request for Proposal should be returned no later than 2:00 PM on or before May, 2, 2023, by 2:00 p.m. to the person and place identified under the Proposal Submittal Section of this document. 2. The award of this contract may be made to the Consultant whose solicitation best meets the needs of, and in the best interest of, Orange County. 3. All aspects of evaluation will be taken into consideration in awarding this contract. 4. It is understood by the parties that this agreement shall be executed only to the extent of the monies available to Orange County. 5. Proposals will be examined and evaluated by a committee of Orange County employees and DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 representatives with the advice of the Orange County Purchasing Agent to determine whether the requirements of this RFP are met. The County reserves the right to reject any and all proposals for any reason whatsoever and to not award a consultant services contract at this time. 6. If deemed necessary by the evaluation committee, interviews may be scheduled with selected prospective Consultants. This will permit further evaluation and will allow the County to inquire further into the experience the Consultant has had on similar projects, willingness to work closely with County staff, thorough understanding of the various aspects of the project, ability to maintain a tight schedule and complete the services on time, and other pertinent matters. 7. Proposals will be evaluated based upon several criteria. Award may be made to a qualified agency that, based on the County’s evaluation, submits the proposal that best meets the County’s needs. 8. Proposals will be evaluated based on the following criteria: Criteria Maximum Point Value Work Methodology Qualifications Experience Project Schedule with relevant milestone dates identified Detailed project cost estimate for work related to the recruitment and selection Total 100 Scope of Services and Deliverables: The Scope of Work in general involves development and implementation of an executive-level recruitment and subsequent hiring of a Director or Executive Management position. At a minimum, the scope of work will include the following: 1. Review the current position description for the Director and conduct discussions with key stakeholders areas where the position description should be modified to address the current and future requirements and also leadership goals of the agency; 2. Provide all brochure and recruitment material; 3. Based on the feedback from key stakeholders, revise and update the position description for the Director; 4. Establish a recruitment plan for attracting executive-level candidates; 5. Actively solicit interest from executive level candidates with essential qualifications; 6. Provide recommendation of qualified candidates; perform background checks and conduct interviews with those candidates; 7. Assist in all phases of recruitment and hiring of the Director. General Requirements: a. The contract and any of the services or supplies provided hereunder are contingent and expressly conditioned upon the ability of the Consultant to provide the specified services or supplies consistent with all federal, state and local laws and regulations. The provider agrees that he or she will fully comply with DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Federal, State and County policies, procedures, standards and laws, and rules and regulations. The Consultant and any subcontractors shall secure and maintain any necessary licenses and permits as may be required to provide the services or supplies under the contract and pay all related charges. If, for any reason, the Consultant's required licenses or permits are terminated, suspended, revoked or in any manner modified from their status at the time the contract becomes effective, the Consultant shall notify Orange County immediately of such condition in writing. b. A sample of the Services Contract – RFP/RFQ that will be executed with the selected Consultant is included. c. Living Wage. Orange County is committed to providing its employees with a living wage and encourages agencies it funds to pursue the same goal. A copy of Orange County’s Living Wage Contractor Policy is included. d. HB786 imposes E-Verify requirements on contractors who enter into certain contracts with state agencies and local governments. The legislation specifically prohibits governmental units from entering into certain contracts “unless the contractor and the contractor’s subcontractors comply with the requirements of Article 2 of Chapter 65 of the General Statues.” (Article 2 of Chapter 65 establishes North Carolina’s E-Verify requirements for private employers.) It is important to note that the verification requirement applies to subcontractors as well as contractors. The new laws specifically prohibit governmental units from entering into contracts with contractors who have not (or their subs have not) complied with E-Verify requirements. Complete the attached affidavit, and include it with your submittal. DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 06/05/2023 Coverica 5999 Summerside Suite 200 Dallas TX 75252 Daisy Saldana (972) 490-8800 (972) 490-2255 daisy.saldana@coverica.com Strategic Government Resources, INC. 6502 Glen Abbey Lane Abilene TX 79606 Burns & Wilcox Ltd. Progressive Insurance Company 24260 Catapult Insurance Solutions Texas Mutual Insurance Company 22945 Risk Placement Services 23-24 COI TX A BRK0001999 03/22/2023 03/22/2024 1,000,000 100,000 5,000 Excluded 2,000,000 2,000,000 B 967464196 03/22/2023 03/22/2024 1,000,000 C EZXS3109453 03/22/2023 03/22/2024 2,000,000 2,000,000 D 0002082943 09/07/2022 09/07/2023 1,000,000 1,000,000 1,000,000 E Professional Liability MPL2201465.23 03/22/2023 03/22/2024 Each Claim 4,000,000 Aggregate 4,000,000 The General Liability and Auto policy includes a blanket automatic additional insured endorsement that provides additional insured status to the certificate holder only when there is a written contract/written agreement between the named insured and the certificate holder that requires such status. The General Liability,Workers Compensation, Auto policy includes a blanket automatic waiver of subrogation endorsement that provides this feature only when there is a written contract between the named insured and the certificate holder. Professional Liability includes Personal and Advertising Injury. The General Liability policy includes an endorsement providing that 30 day+ notice of cancellation [or coverage change] will be furnished to the certificate holder. Notice is sent to certificate holders with mailing addresses on file with the agent or the company. The endorsement does not provide for notice of cancellation to the certificate holder if the named insured requests cancellation. The General Liablility and Auto policy contains a special endorsement with “Primary and Orange County 3 0 0 W e s t T r y o n S t r e e t P.O. Box 8181 Hillsborough,NC 27278 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. INSURER(S) AFFORDING COVERAGE INSURER F : INSURER E : INSURER D : INSURER C : INSURER B : INSURER A : NAIC # NAME:CONTACT (A/C, No):FAX E-MAILADDRESS: PRODUCER (A/C, No, Ext):PHONE INSURED REVISION NUMBER:CERTIFICATE NUMBER:COVERAGES 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). 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. OTHER: (Per accident) (Ea accident) $ $ N / A SUBR WVD ADDL INSD 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. $ $ $ $PROPERTY DAMAGE BODILY INJURY (Per accident) BODILY INJURY (Per person) COMBINED SINGLE LIMIT AUTOS ONLY AUTOSAUTOS ONLY NON-OWNED SCHEDULEDOWNED ANY AUTO AUTOMOBILE LIABILITY Y / N WORKERS COMPENSATION AND EMPLOYERS' LIABILITY OFFICER/MEMBER EXCLUDED? (Mandatory in NH) DESCRIPTION OF OPERATIONS below If yes, describe under ANY PROPRIETOR/PARTNER/EXECUTIVE $ $ $ E.L. DISEASE - POLICY LIMIT E.L. DISEASE - EA EMPLOYEE E.L. EACH ACCIDENT EROTH-STATUTEPER LIMITS(MM/DD/YYYY)POLICY EXP(MM/DD/YYYY)POLICY EFFPOLICY NUMBERTYPE OF INSURANCELTRINSR DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) EXCESS LIAB UMBRELLA LIAB $EACH OCCURRENCE $AGGREGATE $ OCCUR CLAIMS-MADE DED RETENTION $ $PRODUCTS - COMP/OP AGG $GENERAL AGGREGATE $PERSONAL & ADV INJURY $MED EXP (Any one person) $EACH OCCURRENCE DAMAGE TO RENTED $PREMISES (Ea occurrence) COMMERCIAL GENERAL LIABILITY CLAIMS-MADE OCCUR GEN'L AGGREGATE LIMIT APPLIES PER: POLICY PRO-JECT LOC CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) CANCELLATION AUTHORIZED REPRESENTATIVE ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. CERTIFICATE HOLDER The ACORD name and logo are registered marks of ACORD HIRED AUTOS ONLY DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Strategic Government Resources, INC.Coverica 25 Certificate of Liability Insurance: Notes Directors & Officers,/Crime Policy # 82625020 Effective Dates 12/16/2022-12/16/2023 Limits: $1,000,000 Aggregate Cyber Liability, Policy #D95977911 Effective Dates: 3/22/2023-3/22/2024 Limits: $1,000,000 Occurrence/$1,000,000 Aggregate Deductible: $2,500 Workers Compensation- Policy # 03501911 22 1 Coverage State: OK Effective Dates : 9/13/2022-9/13/2023 E.L Each Accident: $1,000,000 E.L Disease- EA Employee: $1,000,000 E.L Disease- Policy Limit: $1,000,000 Workers Compensation- Policy # WC5-33S-B22Q5F-012 Coverage State: VA, AZ, AR, CT, GA, IA, IL, KS, NC, OR, TN, NV, VT Effective Dates : 10/01/2022-10/01/2023 E.L Each Accident: $1,000,000 E.L Disease- EA Employee: $1,000,000 E.L Disease- Policy Limit: $1,000,000 Workers Compensation- Policy # 6R594951 Coverage State: MO Effective Dates : 10/01/2022-10/01/2023 E.L Each Accident: $1,000,000 E.L Disease- EA Employee: $1,000,000 E.L Disease- Policy Limit: $1,000,000 Workers Compensation- Policy # 1810126342 Coverage State: ME Effective Dates : 10/01/2022-10/01/2023 E.L Each Accident: $1,000,000 E.L Disease- EA Employee: $1,000,000 E.L Disease- Policy Limit: $1,000,000 Workers Compensation- Policy # 154887.801 Coverage State: MN Effective Dates : 10/01/2022-10/01/2023 E.L Each Accident: $1,000,000 E.L Disease- EA Employee: $1,000,000 E.L Disease- Policy Limit: $1,000,000 Workers Compensation- Policy # 06349567 Coverage State: PA Effective Dates : 10/01/2022-10/01/2023 E.L Each Accident: $1,000,000 E.L Disease- EA Employee: $1,000,000 E.L Disease- Policy Limit: $1,000,000 Workers Compensation- Policy # WCV5122211 Coverage State: FL Effective Dates : 1/15/2023-1/15/2024 E.L Each Accident: $1,000,000 E.L Disease- EA Employee: $1,000,000 E.L Disease- Policy Limit: $1,000,000 Workers Compensation- Policy # 0107804.101 Coverage State: NM Effective Dates : 2/03/2023-2/03/2024 E.L Each Accident: $1,000,000 E.L Disease- EA Employee: $1,000,000 E.L Disease- Policy Limit: $1,000,000 ACORD 101 (2008/01) The ACORD name and logo are registered marks of ACORD © 2008 ACORD CORPORATION. All rights reserved. THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER:FORM TITLE: ADDITIONAL REMARKS ADDITIONAL REMARKS SCHEDULE Page of AGENCY CUSTOMER ID: LOC #: AGENCY CARRIER NAIC CODE POLICY NUMBER NAMED INSURED EFFECTIVE DATE: DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Strategic Government Resources, INC.Coverica 25 Certificate of Liability Insurance: Notes Workers Compensation- Policy # WC5-33S-B23H38-013 Coverage State: MI Effective Dates : 2/16/2023-2/16/2024 E.L Each Accident: $1,000,000 E.L Disease- EA Employee: $1,000,000 E.L Disease- Policy Limit: $1,000,000 Workers Compensation- Policy # 25864471 Coverage State: NY Effective Dates : 3/08/2023-3/08/2024 E.L Each Accident: $1,000,000 E.L Disease- EA Employee: $1,000,000 E.L Disease- Policy Limit: $1,000,000 ACORD 101 (2008/01) The ACORD name and logo are registered marks of ACORD © 2008 ACORD CORPORATION. All rights reserved. THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER:FORM TITLE: ADDITIONAL REMARKS ADDITIONAL REMARKS SCHEDULE Page of AGENCY CUSTOMER ID: LOC #: AGENCY CARRIER NAIC CODE POLICY NUMBER NAMED INSURED EFFECTIVE DATE: DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Strategic Government Resources, INC.Coverica 25 Certificate of Liability Insurance: Remarks certificate holder if the named insured requests cancellation. The General Liablility and Auto policy contains a special endorsement with “Primary and Noncontributory” wording. Umbrella policy follows forms. ACORD 101 (2008/01) The ACORD name and logo are registered marks of ACORD © 2008 ACORD CORPORATION. All rights reserved. THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER:FORM TITLE: ADDITIONAL REMARKS ADDITIONAL REMARKS SCHEDULE Page of AGENCY CUSTOMER ID: LOC #: AGENCY CARRIER NAIC CODE POLICY NUMBER NAMED INSURED EFFECTIVE DATE: DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 POLICY NUMBER: BRK0001999 00 COMMERCIAL GENERAL LIABILITY CG 20 10 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. CG 20 10 12 19 © Insurance Services Office, Inc., 2018 Page 1 of 2 ADDITIONAL INSURED – OWNERS, LESSEES OR CONTRACTORS – SCHEDULED PERSON OR ORGANIZATION This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s)Location(s) Of Covered Operations Any person or organization is added as an Additional Insured when you and such person or organization have agreed, in writing in a contract or agreement, that such person or organization be added as an Additional Insured on your policy. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A.Section II – Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury", "property damage" or "personal and advertising injury" caused, in whole or in part, by: 1.Your acts or omissions; or 2.The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured(s) at the location(s) designated above. However: 1.The insurance afforded to such additional insured only applies to the extent permitted by law; and 2.If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured. B.With respect to the insurance afforded to these additional insureds, the following additional exclusions apply: This insurance does not apply to "bodily injury" or "property damage" occurring after: 1.All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or 2.That portion of "your work" out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project. DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Page 2 of 2 © Insurance Services Office, Inc., 2018 CG 20 10 12 19 C.With respect to the insurance afforded to these additional insureds, the following is added to Section III – Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1.Required by the contract or agreement; or 2.Available under the applicable limits of insurance; whichever is less. This endorsement shall not increase the applicable limits of insurance. DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 POLICY NUMBER: BRK0001999 00 COMMERCIAL GENERAL LIABILITY CG 20 37 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. CG 20 37 12 19 © Insurance Services Office, Inc., 2018 Page 1 of 2 ADDITIONAL INSURED – OWNERS, LESSEES OR CONTRACTORS – COMPLETED OPERATIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART SCHEDULE Name Of Additional Insured Person(s) Or Organization(s)Location And Description Of Completed Operations Any person or organization is added as an Additional Insured when you and such person or organization have agreed, in writing in a contract or agreement, that such person or organization be added as an Additional Insured on your policy. Information required to complete this Schedule, if not shown above, will be shown in the Declarations. A.Section II – Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury" or "property damage" caused, in whole or in part, by "your work" at the location designated and described in the Schedule of this endorsement performed for that additional insured and included in the "products-completed operations hazard". However: 1.The insurance afforded to such additional insured only applies to the extent permitted by law; and 2.If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are B.With respect to the insurance afforded to these additional insureds, the following is added to Section III – Limits Of Insurance: If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance: 1.Required by the contract or agreement; or 2.Available under the applicable limits of insurance; whichever is less. This endorsement shall not increase the applicable limits of insurance. DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 Page 2 of 2 © Insurance Services Office, Inc., 2018 CG 20 37 12 19 required by the contract or agreement to provide for such additional insured. DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097 COMMERCIAL GENERAL LIABILITY CG 24 53 12 19 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. CG 24 53 12 19 © Insurance Services Office, Inc., 2018 Page 1 of 1 WAIVER OF TRANSFER OF RIGHTS OF RECOVERY AGAINST OTHERS TO US (WAIVER OF SUBROGATION) – AUTOMATIC This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART ELECTRONIC DATA LIABILITY COVERAGE PART LIQUOR LIABILITY COVERAGE PART POLLUTION LIABILITY COVERAGE PART DESIGNATED SITES POLLUTION LIABILITY LIMITED COVERAGE PART DESIGNATED SITES PRODUCTS/COMPLETED OPERATIONS LIABILITY COVERAGE PART RAILROAD PROTECTIVE LIABILITY COVERAGE PART UNDERGROUND STORAGE TANK POLICY DESIGNATED TANKS The following is added to Paragraph 8. Transfer Of Rights Of Recovery Against Others To Us of Section IV – Conditions: We waive any right of recovery against any person or organization, because of any payment we make under this Coverage Part, to whom the insured has waived its right of recovery in a written contract or agreement. Such waiver by us applies only to the extent that the insured has waived its right of recovery against such person or organization prior to loss. DocuSign Envelope ID: 32A4FD5F-61F1-416A-9D7A-493A094B5097