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2026-178-E-Human Res Dept-Raftelis Financial Consultants-Executive Recruitment
Revised 01/24 1 [Departmental Use Only] TITLE Executive Recruitment FY 2025-2026 NORTH CAROLINA SERVICES AGREEMENT NO RFP/RFQ ORANGE COUNTY This Services Agreement (hereinafter “Agreement”), made and entered into this 1st day of May, 2026, (“Effective Date”) by and between Orange County, North Carolina a political subdivision of the State of North Carolina (hereinafter, the "County") and Raftelis Financial Consultants, Inc., (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): To provide professional consulting services in an executive search for Transportation Director by performing services set forth in the attached proposal. (see Exhibit A) 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 as of the time and at the location the services are provided and in accordance with applicable federal, state and local laws and Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B Revised 01/24 2 regulations applicable to the 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. Provider may rely on all data and information provided by or on behalf of the County to perform the services hereunder. ii) Provider shall be responsible for all errors or omissions of its agents, contractors, employees 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 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 any documents, exhibits, or addenda be attached to this Agreement, the terms of this Agreement shall have priority in any conflict with or among the terms of such referenced documents, exhibits, or addenda. vii) 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 performed 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 Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B Revised 01/24 3 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 a. Basic Services. The Services to be rendered pursuant to this Agreement are as follows (fully describe services to be provided): Services as attached in proposal (See Exhibit A) 4. Duration of Services a. Term. The term of this Agreement shall be from May 1, 2026 to April 30, 2027. 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 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 May 1, 2026. 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 shall not exceed Thirty-Five Thousand and Five Hundred Dollars ($35,500.00). Payment for satisfactorily performed 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, HR 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 Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B Revised 01/24 4 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 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 to defend, indemnify and hold harmless the County from all loss, liability, claims or expense, including attorney's fees, arising from the Project and arising from property damage or bodily injury including death to any person or persons to the extent caused 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 Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B Revised 01/24 5 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. 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 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 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. There are no third-party beneficiaries of this Agreement and nothing in this Agreement, express or implied, is intended to confer on any person other than the parties hereto (and their respective successors, heirs and permitted assigns), any rights, remedies, or obligations. 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 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 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. Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B Revised 01/24 6 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 Orange County 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. 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. Nothing herein shall be deemed or construed as a waiver, release, transfer, assignment or divestiture by Provider of any of its intellectual property, know-how or trade secrets. 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 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. Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B Revised 01/24 7 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 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 Raftelis Financial Consultants, Inc. P.O. Box 8181 227 W. Trade Street, Suite 1400 Hillsborough, NC 27278 Charlotte, NC 28202 [SIGNATURE PAGE TO FOLLOW] Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B Revised 01/24 8 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: _________________________________ Travis Myren, County Manager By: __________________________________ Catherine Tuck Parrish, Sr. Vice President Printed Name and Title Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B 5/4/20265/12/2026 Revised 01/24 9 ORANGE COUNTY—INTERNAL USE ONLY ______________________________________________________________________________ Finance Information Vendor Name: Raftelis Financial Consultants, Inc. Vendor Contact Person: Pamela Wideman Phone: 980-260- 0496 Address: 227 W. Trade Street, Suite 1400 City Charlotte State: NC Zip: 28202 Department: Human Resources Amount: $35,500 Purpose: Executive Recruitment Budget Code(s): 10 -25-210-2100-20-00- 630000 AND 10 -20-250-2500-20-00-720018 Vendor # 58234 Vendor Status with NCSOS: Vendor is a BOCC consultant: Yes No Contract Details Contract Type: New Amendment (Original Contract: ) (Most Recent Amendment ) Effective Date 5/1/2026 End Date 4/30/2027 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 state work on this project has not been initiated prior to execution of the agreement. This agreement is approved as to technical form and content. 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 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: Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B 5/4/2026 5/5/2026 5/5/2026 5/11/2026 Revised 01/24 10 Received for record retention: Office of the Clerk to the Board __________________________________________Date:________ Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B Orange County, NC Executive Recruitment Services – Transportation Director PROPOSAL / MARCH 4, 2026 Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B Table of Contents Cover Letter ............................................. 1 Firm Overview .......................................... 2 Recruitment Team ................................... 3 Methodology and Approach ................... 8 Timeline .................................................. 11 References ............................................. 13 Cost......................................................... 14 Photos throughout this proposal are used under license from Adobe Stock Images The Raftelis Charitable Gift Fund seeks to make a difference on issues that matter to our clients and employees by helping build sustainable, inclusive communities locally and worldwide. We do this by allocating company profits and employee contributions of time and money. We support organizations that: • Promote efficient, sustainable resource use • Advance diversity, equity, and inclusion within the public sector • Invest in access to clean water and sanitation • Help vulnerable communities by addressing affordability issues Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 1 227 W. Trade Street, Suite 1400 , Charlotte, NC 28202 www.raftelis.com COVER LETTER March 4, 2026 Brenda Bartholomew Human Resources Director Orange County, North Carolina 131 West Margaret Lane Hillsborough, NC 27278 Subject: Executive Recruitment Services – Transportation Director Dear Ms. Bartholomew: Thank you for the opportunity to submit the enclosed proposal for Orange County’s (County) upcoming Transportation Director search. For over 30 years, Raftelis has been dedicated to helping local governments and utilities across the country solve their financial, organizational, and technological challenges. Our executive recruitment team contributes to this mission by helping our clients find the best leaders for their organizations and then set those leaders up for success in their new role. Our proposed search team for the County is comprised of skilled recruiters, seasoned in local government management with search experience throughout the Carolinas and across the country. The team includes senior managers, who have direct experience working with and for public sector organizations across North Carolina and the Southeast region, including your primary point of contact for this engagement, Pamela Wideman. Pamlea is located in the Charlotte metropolitan area and has experience working for both Mecklenburg County and the City of Charlotte. Collectively, we have completed over 400 nationwide searches, and we have had significant success in identifying and retaining ideal candidates who meet each organization’s unique needs and expectations. We look forward to the opportunity to serve Orange County. If you have any questions, please contact my colleague, Pamela Wideman, or me directly using the information below. Pamela Wideman, Senior Manager (Primary Point of Contact) Phone: 704.287.3649 / Email: pwideman@raftelis.com Sincerely, Catherine Tuck Parrish, Senior Vice President Phone: 240.832.1778 / Email: ctuckparrish@raftelis.com Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 2 FIRM OVERVIEW Who We Are RAFTELIS HELPS LOCAL GOVERNMENTS AND UTILITIES THRIVE. Public sector leaders partner with Raftelis to plan for the future, identify top talent, improve their organization’s financial condition, and tell their story. We’ve helped more than 800 organizations in the last year alone. Our team includes former local government and utility management leaders with decades of hands-on experience running successful organizations. Raftelis provides expertise and insights that help bring about the innovation and improvements that our clients seek. Please visit raftelis.com/capabilities to learn more about the full array of services we provide. We believe that our Executive Recruitment team is the right fit for your search. We provide customized services that will benefit your organization and make this recruitment a success. RESOURCES AND EXPERTISE: With more than 190 consultants, Raftelis has one of the largest local government management consulting practices in the nation. Our executive recruitment team includes seven experienced, full- time recruiters and two talented recruitment specialists. As a firm, we have successfully provided executive recruitment services to local governments and utilities across the country since 2010. DECADES OF COLLECTIVE EXPERIENCE: Our recruiters and subject matter experts have decades of experience in leading public sector organizations across the country. They have served in a wide range of positions, from city manager to human resources director to housing director, and many other essential leadership roles. PERSONALIZED SERVICE FROM SENIOR-LEVEL RECRUITERS: You appreciate it when deadlines are met, phone calls are returned, and your team as well as your newly placed employee feel valued and heard throughout the recruitment process. While other firms may assign your business to junior-level staff, our clients and candidates receive personalized service from our seasoned recruiters. NICHE EXPERTISE: Our expertise lies in strengthening public sector organizations. We’re specialists rather than generalists, focusing our strengths on delivering results for local governments, utilities, authorities, and special districts across the country. Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 3 RECRUITMENT TEAM Recruitment Team OUR TEAM INCLUDES SENIOR-LEVEL RECRUITERS WHO PROVIDE SEARCH LEADERSHIP WITH SUPPORT FROM A TALENTED GROUP OF RECRUITMENT SPECIALISTS. On the following pages, we have included resumes for our proposed team members, including Pamela Wideman, the Lead Recruiter, for this search. Pamela is based in the Charlotte, North Carolina, metropolitan area. With the current and anticipated workload of our proposed team, we have the capacity to kick off this search immediately following contract execution. As a rule, Raftelis operates at a company-wide utilization rate of approximately 65% to 75%. This level of utilization, which will continue through the expected timeline for this search, allows our proposed team to fully support your recruitment needs. Our team of seven Recruiters and two Recruitment Specialists participate in weekly review meetings to ensure the needs of all our clients are met during the current and future weeks, with workload adjustments made, as necessary. As the Lead Recruiter, Pamela will manage the day-to-day aspects of the search, ensuring it is within budget and on schedule. They provide regular updates to the County on a schedule that is established collaboratively during initial scoping. The Lead Recruiter screens every applicant and conducts initial one-on-one interviews with the candidates who best meet the requirements in the position profile. They present our team’s recommended top candidates to the County, manage the semi-final and final interviews, and facilitate the County finalist selection process. The Lead Recruiter is the main point of contact for you as well as all applicants throughout the search. A Recruitment Specialist will also be assigned at the outset of this search based on workload and capacity. The Specialist works at the direction of the Lead Recruiter to assist in targeted outreach to passive candidates, general candidate communication, research on recommended top candidates, production of deliverables, and other activities as needed. Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 4 Catherine Tuck Parrish PRACTICE LEADER/RECRUITER Senior Vice President PROFILE Catherine leads our executive services practice area that addresses workforce issues through executive recruitment, coaching for local government leaders, and facilitating performance evaluations for council/board appointees. She has over 30 years of management experience working for local governments of all sizes and a nonprofit association. Catherine has conducted hundreds of searches for manager/administrator, general manager/executive director, deputy/assistant manager, police chief, fire chief, and directors of public works, planning, economic development, finance, human resources, information technology, human services, and other key positions in local governments across the country. In addition to executive recruitment, she has facilitated numerous governing body workshops, staff retreats, and strategic planning sessions. Her work as a consultant includes project management and contributions to several local government projects, such as process improvement studies, departmental assessments, planning and permitting process reviews, and policy development. Catherine’s most recent local government experience was as deputy city manager in Rockville, Maryland, where she oversaw parks and recreation, human resources, information technology, finance, neighborhood resources (citizen engagement), communications, customer service, and intergovernmental functions. She also served as acting city manager in Rockville for nearly a year. Before joining Rockville, Catherine served as assistant to the county executive in Fairfax County, Virginia, working on change management issues, including a new pay system, employee engagement, and internal communication improvements. Catherine has served as an ethics advisor at the International City/County Management Association (ICMA), counseling elected officials and citizen groups regarding employment agreements, forms of government issues, and recruitment. She also worked for the City of Denton, Texas. Catherine chaired the ICMA’s Acting Manager Task Force, which produced a handbook for interim managers. She also led the Maryland City/County Management Association (MCCMA) as president and vice president. She served as president, vice president, and secretary of the Metropolitan Association of Local Government Assistants in the Washington, D.C., metro area. Catherine has spoken at national and state conferences on a variety of topics, including workforce and recruitment trends, civility, effective councils, ethics, forms of government, human resources, strategic planning, budget strategies, developing high-performing organizations, and leadership. She has also spoken at the National League of Cities’ Leadership Training Institute on recruiting and evaluating the CEO. Catherine is a certified instructor of the Myers-Briggs Type Indicator instrument. Specialties •Executive search •Strategic planning •Facilitation •Strategy development and implementation •Facilitated evaluations •Coaching •Community and employee engagement Professional History •Raftelis: Senior Vice President (2025-present); Vice President (2021-present); Senior Manager (2020-2021); Executive Search Practice Leader, The Novak Consulting Group (2010-2020) •Management Partners: Senior Manager (2009-2010) •City of Rockville, Maryland: Deputy City Manager/Acting City Manager/ Assistant City Manager (2001-2009) •Fairfax County, Virginia: Assistant to the County Executive (1998 -2001) •ICMA: Ethics Advisor/ Senior Local Government Programs Manager (1994-1998) •City of Denton, Texas: Administrative Assistant to the City Manager (1990-1994) Education •Master of Public Administration – University of Kansas (1990) •Bachelor of Arts in Communication Studies/Personnel Administration – University of Kansas (1988) Professional Memberships •International City/County Management Association (ICMA) •Engaging Local Government Leaders (ELGL) •Maryland City/County Management Association (MCCMA) Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 5 Anne Lewis RECRUITER Senior Manager PROFILE Anne is a seasoned professional specializing in executive recruitment services for local and state governments and special service districts. With nearly 20 years of experience in local government management, she has a proven track record of success, having previously led the public sector advisory practice executive recruitment team for a national firm. Anne has successfully completed over 125 C-suite-level recruitments, including positions for city, county, and town managers; deputy managers; and directors of human services, parks and recreation, housing, public works, finance, utilities, and human resources. Before consulting with local government, Anne was an assistant county administrator in Loudoun County, Virginia; a deputy city manager in Harrisonburg, Virginia; and an assistant city manager in Winchester, Virginia. She has more than 17 years of experience in local government, including positions as an emergency management deputy director, public information officer, human resources manager, parking authority executive director, housing director, transit director, and convention and visitors’ bureau executive director. She has also been responsible for parks, recreation, and community services, information technology, animal services, general services, and legislative programs. Anne has presented on recruitment trends and barriers in recruitment to conference or webinar attendees at the Public Sector Human Resources Association, National Association of Counties, Virginia Local Government Management Association, Virginia Municipal League, Government Finance Officers Association, and the Virginia Women Leading Government Leadership Institute. Specialties •Executive search Professional History •Raftelis: Senior Manager (2025- present) •Baker Tilly: Managing Director (2023-2025); Co-Practice Leader (2021-2023); Director (2020-2021) •County of Loudoun, Virginia: Assistant County Administrator (2018-2020) •Springsted | Waters: Senior Vice President (2016-2018) •City of Harrisonburg, Virginia: Deputy City Manager (2010-2016) •City of Winchester, Virginia: Assistant City Manager (2006- 2010); Assistant Administration Director (2005-2006); Human Resources Manager (2003-2005); Personnel Assistant (2000-2002) Education •Master of Science in Organizational Leadership and Public Administration – Shenandoah University •Graduate Certificate in Public Management – Shenandoah University •Bachelor of Business Administration – Shenandoah University •Associate of Arts and Sciences in Business Administration – Lord Fairfax Community College •Senior Executive Institute (SEI) – University of Virginia Weldon Cooper Center for Public Service •Leading, Educating, and Developing (LEAD) – University of Virginia Weldon Cooper Center for Public Service Professional Memberships •International City/County Management Association (ICMA) •Virginia Local Government Management Association (VLGMA) •Virginia Women Leading Government •Public Sector Human Resources Association (PSHRA) Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 6 Pamela J. Wideman RECRUITER Senior Manager PROFILE Pamela has over 25 years of experience leading local government teams, with the last 10 years in executive leadership with the City of Charlotte. She is adept at forging creative solutions to government and community issues at the local level, with service to the community as the foundation of her leadership style. She is known for her thoroughness as well as engendering trusting relationships with elected officials, executive leadership across public, private, and non-profit organizations, and residents, all while providing exceptional customer service throughout the process. Pamela most recently served as the Director of the City of Charlotte’s Housing & Neighborhood Services Department, leading a team of over 200 staff across five key divisions. Pamela shaped Charlotte’s affordable housing landscape and managed the oversight of millions of public dollars. She helped create and preserve over 5,000 affordable housing units, created and successfully deployed COVID-19 pandemic relief programs for rent, mortgage, utility, and deposit assistance to keep vulnerable residents housed during the pandemic, developed a new local rental subsidy program, and managed over $68 million in homelessness support and prevention. During her work there, Pamela hired numerous staff members for her department and participated on executive search panels for positions both with the City of Charlotte as well as other municipalities and organizations. She is a highly sought-after speaker for her expertise in affordable housing and has spoken on numerous panels across the country. Pamela strongly believes that “service is the rent we pay for living on this earth” and is often asked to share her public sector experiences with students, professional trade organizations, and local municipalities. Pamela has a passion for developing and implementing solutions that serve the community. She served as an initial Advisory Board Member for the Greenlight Fund in Charlotte and on the Mayors and CEOs Committee for U.S. Housing Investment. She was awarded the Master of Public Administration Alumna of the Year and received a Leadership in Black Excellence from her alma mater, the University of North Carolina – Charlotte. Pamela was also recognized as a Women’s In Leadership Champion by the Charlotte Chapter of the Urban Land Institute. Additionally, the Charlotte Business Journal recognized her as one of the top 10 “Behind the Scenes” newsmakers in 2017 and 2020. Pamela previously served on the Board of Directors for the United Way of Greater Charlotte and the Children and Family Services Center. Specialties •Hiring and recruitment •Executive coaching •Team development and leadership •Consensus building •Community engagement •Affordable housing •Community development policy and program development Professional History •Raftelis: Senior Manager (2021- Present) •City of Charlotte: Director of Housing & Neighborhood Services (2017-2021) •City of Charlotte: Housing & Neighborhood Services Deputy Director (2008-2016) •City of Charlotte: Housing & Neighborhood Services Supervisor (2006-2008) •City of Charlotte: Budget Analyst (2003-2006) Education •Harvard Kennedy School – Senior Executives in State and Local Government Program (2015) •University of North Carolina at Chapel Hill – Municipal and County Administration Program (2007) •University of North Carolina at Charlotte – Master of Public Administration (2006) •Belmont Abbey College – Bachelor of Arts in Business Administration (1999) Professional Memberships •International City/County Management Association (ICMA) •Urban Land Institute •National Forum of Black Public Administrators (NFBPA) Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 7 Kelsey Batt RECRUITMENT SPECIALIST Consultant PROFILE Kelsey joined Raftelis in 2021 and has been instrumental in facilitating executive-level recruitments for local governments and utilities across the country. Beyond recruiting, Kelsey has contributed to Raftelis’ Executive Services by supporting facilitated evaluations, conducting interviews, and crafting promotional materials for key initiatives. Her versatile skill set and attention to detail have enhanced client deliverables and improved organizational processes, reinforcing her value as a trusted resource for the executive services team. She is known for her ability to streamline workflows, enhance collaboration, and ensure high-quality outcomes across multiple projects. Kelsey graduated from the Honors College at Purdue University in West Lafayette, Indiana, where she earned bachelor’s degrees in both Professional Writing and Creative Writing, along with a Minor in Italian. Niayla Hairston RECRUITMENT SPECIALIST Associate Consultant PROFILE Niayla joined Raftelis in 2024 after completing an internship with the firm’s Executive Recruitment Team, where she supported numerous search activities. As a consultant, Niayla has played a key role in recruiting by helping develop and coordinate critical components of the process. In each recruitment, she prepares client deliverables, conducts candidate outreach research, screens applications, and supports the Lead Recruiter in all other aspects of search management as needed. Niayla graduated from the University of North Carolina at Charlotte in North Carolina, where she earned a Bachelor of Science in Psychology, a Bachelor of Arts in Spanish Language with a concentration in Hispanic Studies, and a certificate in Leadership, Innovation, Diversity, and Technology. Specialties •Executive search •Process improvement •Creative writing Professional History •Raftelis: Consultant (2024-present); Associate Consultant (2021-2023) •The Purdue Writing Lab and Purdue OWL (2017-2021) •Sweetwater Sound: Copywriter (2020) •SDI Innovations: Copywriter (2019) Education •Bachelor of Arts in Professional Writing and Creative Writing – Purdue University (2021) Specialties •Executive search •Candidate outreach campaigns Professional History •Raftelis: Associate Consultant (2026-present); Analyst (2024- 2025); Intern (2024) •SAFE (UNC Charlotte): Coordinator for Development and Mentor Relations (2023-2024); Senior Mentor (2022-2023); Junior Mentor (2021-2022) Education •Bachelor of Science in Psychology – University of North Carolina at Charlotte (2024) •Bachelor of Arts in Spanish – University of North Carolina at Charlotte (2024) Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 8 METHODOLOGY AND APPROACH Executive Search Strategy When organizations need to fill key positions, they turn to Raftelis and benefit from this guiding principle: meaningful hiring involves finding the right employee and preparing them for ongoing success. Our approach to executive search services comprises three key phases. Inquiring, Understanding, and Defining We begin each search by conducting a thorough needs assessment to understand the essential experience and background your new employee must possess. We also help you define the new incumbent’s first-year goals so that your organization and the new employee are on the same path toward success. Based on broad input from both internal and external stakeholders, we build a customized position profile for each search, ensuring we attract the best applicants from across the country. Candidate Search and Evaluation To reach the right candidates, Raftelis customizes our search process to fit your needs. Often, the candidates best suited to a position are already employed and not searching for a new job via traditional channels. So, we leverage our team’s extensive, diverse professional networks to attract the best talent nationwide. We have demonstrated success assembling candidate pools that are racially, ethnically, and gender-diverse. We are dedicated to helping our clients fill leadership positions with candidates that reflect the communities they serve. We work closely with several organizations that support this goal, and we advertise positions with national organizations that represent people of color and women, including the National Forum of Black Public Administrators (NFBPA), the Local Government Hispanic Network (LGHN), the International Network of Asian Pacific Islander Public Administrators (I-NAPA), and the League of Women in Government. Once we have identified a highly qualified pool of candidates, we manage the full hiring process, from interviews to background checks to final offers. We provide personalized support to your team as well as candidates to ensure a thorough, equitable, and transparent search process from start to finish. Supporting Success We support your new leader’s long-term success by creating an actionable first-year work plan. Many firms focus solely on finding qualified applicants, leaving the new employee and the organization on their own once the position is filled. Our team, however, uses the objectives gathered during the inquiry stage to prepare new hires for a successful first year. We follow up to ensure continued progress, productivity, and satisfaction for the employee and our client. In the end, we are not just looking for a successful candidate; we are looking for the right employee to be successful in their new position long after their initial hire. of our recruitments resulted in the hiring of 41% women of our recruitments resulted in the hiring of 22% people of color Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 9 Proposed Scope of Work THE FOLLOWING PROVIDES A DETAILED DESCRIPTION OF OUR WORK PLAN FOR YOUR TRANSPORTATION DIRECTOR RECRUITMENT. Activity 1 – Develop Candidate Profile We will begin by developing a clear picture of your ideal Transportation Director. We will conduct a kick-off meeting with the County Manager and the Human Resources Director to discuss the overall recruitment process and timeline. We will then conduct up to four additional meetings with the community stakeholders and department directors to understand everyone’s unique perspectives on the desired skills and experiences the next Transportation Director should possess. During this process of engagement, we will discuss not just the technical skills needed for the position but also what makes the right organizational fit in terms of traits and experiences. Fees for additional optional internal and external stakeholder engagement activities offered by Raftelis are outlined in the Cost section of this proposal. Based on the information gathered in our meetings, we will develop a recruitment plan that focuses on the Carolinas and extends across the country. We will prepare a position profile unique to the County. The profile will outline your organization’s needs, strategic opportunities, and the personal and professional characteristics of the successful candidate. This profile drives the recruitment. It focuses our efforts on the most capable candidates and helps us encourage them to pursue the position. Our team of professional graphic designers will create a recruitment brochure that includes the position profile and information about the organization and the broader community. In developing the candidate profile, we will work with the County to eliminate potential barriers for underrepresented groups wherever possible to ensure an equitable and inclusive recruitment process. We will also develop first-year organizational goals for the successful candidate. These goals will ensure that the applicants know what is expected of them, that the County has clearly identified objectives for the new Transportation Director, and that the successful candidate can hit the ground running with an actionable work plan. Once drafted, we will review the recruitment plan, brochure, and first-year goals with the County Manager and the Human Resources Director. Modifications will be made as necessary before recruitment begins. DELIVERABLES: • Recruitment plan and brochure, including first-year goals for the new Transportation Director Activity 2 – Conduct Outreach and Initial Screening Within the recruitment plan, we will identify targeted states and metro areas for our comprehensive outreach efforts. We will place advertisements with national, state, and regional professional organizations, which may include the following, as well as additional relevant sites identified in the recruitment plan: • National Association of City Transportation Officials • American Public Transportation Association • Conference of Minority Transportation Officials (COMTO) • Association of Metropolitan Planning Organizations • Institute of Transportation Engineers (ITE) • International City/County Management Association (ICMA) • Engaging Local Government Leaders (ELGL) • National Forum of Black Public Administrators (NFBPA) • Local Government Hispanic Network (LGHN) Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 10 Once the position is open for applications and advertisements have been placed, we will begin actively and aggressively marketing the position and identifying qualified candidates for assessment. We will directly contact highly qualified applicants in our extensive candidate database and across our firm’s nationwide professional networks. We will utilize LinkedIn and other marketing and sourcing tools to broaden our reach. In our experience, this combination of outreach is the most effective way to reach top candidates, especially those who are not currently in the job market but may consider this leadership opportunity with the County. As applications are received, we will acknowledge each one and provide all applicants with timely updates on their status. We screen each applicant against the ideal candidate profile and conduct interviews via phone or videoconference with those applicants who most closely meet the profile of the successful candidate. While preliminary evaluation techniques such as written questionnaires, psychometric assessments, and one-way video interviews can sometimes offer useful data points in high-volume recruiting, we believe that omitting them from senior executive search processes is often the more effective strategy for securing top-tier talent. It is our experience that the most desirable candidates for a senior leadership role are successful professionals who are currently employed, not actively searching for a new role, and have many demands on their time. By structuring the initial application as a respectful invitation to explore a new leadership opportunity, we ensure a robust candidate pool of experienced, high-caliber leaders, not just those with the necessary time to complete one-way application hurdles. When the initial screening phase is complete, we will then meet with the County Manager and the Human Resources Director (and other key stakeholders, as desired) to review a summary of the full applicant pool and details on the most qualified candidates with the skills and experience to succeed in the position. Based on this review, the County will finalize a list of candidates to invite for semi-final interviews. DELIVERABLES: • Placement of advertisements • Execution of targeted outreach plan, including one-on-one outreach to passive candidates • Candidate review meeting materials, including screening interview results and preliminary internet research on recommended top candidates Activity 3 – Support Interviews and Selection We will collaborate with you to design and facilitate a multi-step interview process, which may include candidate presentations, panel discussions with internal and external stakeholders, tours, meet-and-greets, and one-on-one interviews. Customized interview questions and information about each candidate will be provided for the semi- final and final interview rounds, and we will conduct pre- and post-interview briefings with all those involved. It is our standard practice to conduct semi-final interviews virtually. Our team will be on-site with you for final interviews, which will be held in-person. We will coordinate scheduling logistics and provide candidates with all relevant details, including any travel policy requirements. We will work with a primary point of contact at the County for scheduling, including suitable venues for all in-person interview events. Any travel expenses for the finalists, if applicable, will be borne and reimbursed directly by the County. The County will select the top candidate following final interviews. We will facilitate your deliberations by framing what we have learned about the candidates in the context of the position requirements and the County’s unique organizational culture. Once a finalist is identified, we personally conduct reference checks with their current and former supervisors and direct reports. This 360-degree perspective provides qualitative insights into the finalist's performance and leadership style, which we document in a written summary for the County. Finally, we engage our third-party vendor, Screenpointe, to execute a comprehensive third-party background check on the selected finalist. Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 11 This includes verification of education, credentials, and employment history, alongside criminal, civil litigation, and credit checks. If desired, we will assist in negotiating the top candidate’s employment offer in collaboration with your Human Resources department. We can provide information about the best practices in total compensation, and we will have obtained information on the top candidates’ comfort with the advertised salary and benefits for the position. Throughout this interview and selection process, we will keep all candidates apprised of their status and release them at the appropriate time. DELIVERABLES: • Semi-final and final interview materials • Full reference and background check results on the top candidate TIMELINE Proposed Timeline Included below is a proposed timeline for your Transportation Director search. If selected, we will review this timeline with you during our kick-off meeting and adjust as necessary when developing the recruitment plan. As previously mentioned, we have the capacity to kick off this search immediately following contract execution on the County’s desired timeline. Our average recruitment process spans 14 to 16 weeks and is divided into three structured activities as outlined in our scope of work and the graphic above. While we make every effort to complete our searches as quickly and efficiently as possible, the schedule is dependent on interest, availability, and responsiveness from candidates and the availability of key stakeholders at the County. The Lead Recruiter will manage this timeline closely, maintaining flexibility to accommodate the County’s needs, while also ensuring we remain on schedule. Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 12 ESTIMATED TIMEFRAME AND KEY DELIVERABLES BY ACTIVITY Activity 1 - Develop Candidate Profile (Estimated: 2-3 weeks) • Recruitment plan; Recruitment brochure, including first-year priorities for the new Transportation Director Activity 2 - Conduct Outreach and Initial Screening (Estimated: 5-6 weeks) • Advertisements; Candidate outreach; Candidate Review meeting materials Activity 3 - Support Interviews and Selection (Estimated: 4-5 weeks) • Semi-final and final interview materials; Results of full background and reference checks on the top candidate Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 13 REFERENCE S References Our firm has been privileged to work with dozens of local governments, utilities, authorities, and special districts across the Southeast region and throughout the country to find the right leaders for their organizations. The following table lists a select number of recruitments we have conducted for comparable communities and references for each of them. Organization Recruitment(s) and Year(s) Conducted Contact BUNCOMBE COUNTY, NC • Finance Director (2023) • Internal Audit Director (2023) Avril Pinder, County Manager P: 828.250.4101 E: avril.pinder@buncombecounty.org 200 College Street Asheville, NC 28801 GUILFORD COUNTY, NC • County Attorney (2026) • Deputy County Manager (2026) • Communications and Public Relations Director (2024) • Building Inspections Director (2022) • Minority and Women Business Development Program Director (2022) • Security Director (2022) • Assistant County Manager for a Strong Community (2021) • Assistant County Manager for Successful People (2021) Victor Isler, County Manager P: 336.641.7943 E: visler@guilfordcountync.gov 301 W. Market Street Greensboro, NC 27401 LOUDOUN COUNTY, VA • Deputy County Administrator (2023; 2026) • Youth Services Director (2026) • Human Resources Director (2025) • General Services Deputy Director (2025) • Systemwide Fire Chief (2025, 2018) • Assistant County Administrator (2023, 2022, 2019, 2018, 2017, 2015) • Building and Development Director (2023) • Housing and Community Development Director (2022) • Planning and Zoning Director (2022; 2018) • Community Corrections Director (2021) • Information Technology Director (2020) • Family Services Director (2020; 2016) • Chief Financial Officer (2020) Tim Hemstreet, County Administrator P: 703.777.0200 E: tim.hemstreet@loudoun.gov Ronda Allen, Assistant Director, Workforce Staffing, Compensation and Analytics P: 703.777.0213 E: ronda.allen@loudoun.gov 1 Harrison Street, S.E. Leesburg, VA 20175 Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 14 Organization Recruitment(s) and Year(s) Conducted Contact CITY OF NEWPORT NEWS, VA • Communications Director (2025) • Assistant Waterworks Director (2025) • Assistant Planning Director (2023) • Human Resources Director (2022, 2025) • Engineering Director (2020) • Waterworks Director (2020) Alan Archer, City Manager P: 757.926.8411 E: archerak@nnva.gov 2400 Washington Avenue Newport News, VA 23607 COST Cost The total fixed fee to complete the County’s Transportation Director search, as well as your Tax Administrator search on an overlapping timeline, is $34,500 per search. We understand that the Tax Administrator recruitment is your priority, and we will start that search first. Should the County choose to engage Raftelis for only your Transportation Director recruitment, the fixed fee to complete this one search is $35,500. These costs reflect all professional fees and expenses for Raftelis to perform the scope of work outlined in this proposal. The fee reflects our firm’s standard practice of conducting all meetings virtually until final interviews, when the Lead Recruiter will be on-site, in-person with the County. Should you wish to include additional in-person meetings in the scope of this search, those adjustments may be discussed with the Lead Recruiter during the search kickoff meeting. Additional in-person meetings will increase this fixed fee by up to $1,500 per trip (one trip includes on-site in-person activities with the Lead Recruiter for a full business day). We estimate the following additional costs to the County per search, which will be invoiced at cost as completed. Advertising Not to exceed $3,000 total. Background checks Not to exceed $500 per background check. Costs incurred directly by the County per search are as follows: Finalists’ interview travel Variable based on the number and geographic location of finalists. These expenses are borne and reimbursed directly to finalists by the County. Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 15 For each search, the fixed fee will be invoiced at the following milestones. Two searches at a fixed fee of $34,500 per recruitment: Activity 1 – $7,154 After the delivery of the recruitment plan and brochure. Activity 2 – $17,140 After the candidate review meeting and semi-finalist selection. Activity 3 – $10,206 After the final interviews are completed. One search (Transportation Director) at a fixed fee of $35,500: Activity 1 – $7,454 After the delivery of the recruitment plan and brochure. Activity 2 – $17,240 After the candidate review meeting and semi-finalist selection. Activity 3 – $10,806 After the final interviews are completed. Within six months of the final interview process, should an additional candidate be hired by the County from the pool of candidates presented by Raftelis for a search, the additional fee shall be $15,000. Optional Related Services Stakeholder Engagement Design and Facilitation As referenced in the proposed scope of work earlier in this proposal, we will discuss the frequency and format of any additional stakeholder and/or broader community engagement that the County may wish to include in this recruitment process during initial scoping discussions. Optional stakeholder and wider community engagement elements offered by Raftelis and associated costs include: Additional Discovery Meetings $400 per one-hour meeting (up to six attendees per meeting) Meetings will be conducted in the same format (virtual or in- person) as the other discovery conversations our team will complete during Activity 1 as outlined in the proposed scope of work. Online Feedback Survey $2,500 per survey (includes written summary of results) Please note that Raftelis-administered surveys are not based on formal scientific methods but rather serve as an informal tool to gather general feedback from the community and/or staff. This fee reflects a survey of up to five questions. Facilitated Small Focus Group/Listening Session – Virtual or In-Person $2,500 per small group (up to 12 invited participants per group). In-person sessions include additional costs of up to $1,500 per day for recruiter/facilitator travel. Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS 16 Facilitated Public Meetings – In-Person $5,000 per meeting (no cap on meeting size; includes feedback solicitation from attendees). If a public meeting is held outside the final interview process, when the Lead Recruiter will already be on-site, then the additional cost of up to $1,500 per day will be included for recruiter/facilitator travel. Leadership Coaching We have a talented team of former local government and utility leaders who provide one-on-one coaching to executives, department heads, and mid-level managers. The process includes setting goals, developing, and executing a coaching plan, and individual coaching sessions. Local governments and utilities utilize this service to help new leaders acclimate to their roles and responsibilities and adjust to the complexities of the organization. We help leaders of varying tenures with navigating difficult conversations, improving their interactions with the governing body and/or the public, building strong teams, and preparing future leaders within their organization. The scope of a typical coaching engagement includes 30 to 40 hours of time from our team at a rate of $260/hour. Facilitated Evaluations Our team of seasoned former local government and utility leaders provide facilitated evaluation services for governing body-appointed staff, including city managers, executive directors, general managers, and equivalent roles. The process includes gathering input from each governing body member through one-on-one conversations, an employee self-assessment, a 360-review (if desired), and a guided conversation for the governing body and appointed leader in executive session (in accordance with all relevant open meeting laws), including goal setting for the upcoming year. This objective process allows each member of the governing body’s voice to be heard and ensures the executive receives meaningful, actionable feedback. Our team will prepare and provide a written evaluation report. The scope of a typical facilitated evaluation includes 50 to 60 hours of time from our team at a rate of $260/hour. Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B RAFTELIS Cost The total fixed fee to complete the County’s Transportation Director search, as well as your Tax Administrator search on an overlapping timeline, is $34,500 per search. We understand that the Tax Administrator recruitment is your priority, and we will start that search first. Should the County choose to engage Raftelis for only your Transportation Director recruitment, the fixed fee to complete this one search is $35,500. These costs reflect all professional fees and expenses for Raftelis to perform the scope of work outlined in this proposal. The fee reflects our firm’s standard practice of conducting all meetings virtually until final interviews, when the Lead Recruiter will be on-site, in-person with the County. Should you wish to include additional in-person meetings in the scope of this search, those adjustments may be discussed with the Lead Recruiter during the search kickoff meeting. Additional in-person meetings will increase this fixed fee by up to $1,500 per trip (one trip includes on-site in-person activities with the Lead Recruiter for a full business day). We estimate the following additional costs to the County per search, which will be invoiced at cost as completed. Advertising Not to exceed $3,000 total. Background checks Not to exceed $500 per background check. Costs incurred directly by the County per search are as follows: Finalists’ interview travel Variable based on the number and geographic location of finalists. These expenses are borne and reimbursed directly to finalists by the County. For each search, the fixed fee will be invoiced at the following milestones. Two searches at a fixed fee of $34,500 per recruitment: Activity 1 – $7,154 After the delivery of the recruitment plan and brochure. Activity 2 – $17,140 After the candidate review meeting and semi-finalist selection. Activity 3 – $10,206 After the final interviews are completed. One search (Transportation Director) at a fixed fee of $35,500: Activity 1 – $7,454 After the delivery of the recruitment plan and brochure. Activity 2 – $17,240 After the candidate review meeting and semi-finalist selection. Activity 3 – $10,806 After the final interviews are completed. Within six months of the final interview process, should an additional candidate be hired by the County from the pool of candidates presented by Raftelis for a search, the additional fee shall be $15,000. Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B INSR ADDL SUBR LTR INSR WVD DATE (MM/DD/YYYY) PRODUCER CONTACT NAME: FAXPHONE (A/C, No):(A/C, No, Ext): E-MAIL ADDRESS: INSURER A : INSURED INSURER B : INSURER C : INSURER D : INSURER E : INSURER F : POLICY NUMBER POLICY EFF POLICY EXPTYPE OF INSURANCE LIMITS(MM/DD/YYYY)(MM/DD/YYYY) COMMERCIAL GENERAL LIABILITY AUTOMOBILE LIABILITY UMBRELLA LIAB EXCESS LIAB WORKERS COMPENSATION AND EMPLOYERS' LIABILITY DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) AUTHORIZED REPRESENTATIVE INSURER(S) AFFORDING COVERAGE NAIC # Y / N N / A (Mandatory in NH) ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? EACH OCCURRENCE $ DAMAGE TO RENTED $PREMISES (Ea occurrence)CLAIMS-MADE OCCUR MED EXP (Any one person)$ PERSONAL & ADV INJURY $ GENERAL AGGREGATE $GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP/OP AGG $ $ PRO- OTHER: LOCJECT COMBINED SINGLE LIMIT $(Ea accident) BODILY INJURY (Per person)$ANY AUTO OWNED SCHEDULED BODILY INJURY (Per accident)$AUTOS ONLY AUTOS AUTOS ONLY HIRED PROPERTY DAMAGE $AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE $ CLAIMS-MADE AGGREGATE $ DED RETENTION $$ PER OTH- STATUTE ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $ If yes, describe under E.L. DISEASE - POLICY LIMIT $DESCRIPTION OF OPERATIONS below POLICY NON-OWNED SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. 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. 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 any rights to the certificate holder in lieu of such endorsement(s). COVERAGES CERTIFICATE NUMBER:REVISION NUMBER: CERTIFICATE HOLDER CANCELLATION © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORDACORD 25 (2016/03) ACORDTM CERTIFICATE OF LIABILITY INSURANCE Federal Insurance Company Chubb National Insurance Company ACE American Insurance Company 04/24/2026 USI Insurance Svc Charlotte CL 6100 Fairview Road, Suite 1400 Charlotte, NC 28210-3293 704 543-0258 Susan McCormack 980-265-5819 susan.mccormack@usi.com Raftelis Financial Consultants, Inc. 227 West Trade Street, Ste. 1400 Charlotte, NC 28202 20281 10052 22667 53871193 A X X X X X 36083016 01/21/2026 01/21/2027 1,000,000 1,000,000 10,000 1,000,000 2,000,000 2,000,000 A X X X X 73648269 01/21/2026 01/21/2027 1,000,000 A X X X 0 X X 56726414 01/21/2026 01/21/2027 5,000,000 5,000,000 B N X 71839613 01/21/2026 01/21/2027 X 1,000,000 1,000,000 1,000,000 C Professional D02819028 01/21/2026 01/21/2027 $5,000,000 Per Claim Description of Operations: Orange County, its officers, official agents and employees as an additional insured on the General Liability Policy. The coverage afforded to the Additional Insured is on a Primary and Non-Contributory basis for General Liability, Automobile and Umbrella if required by written contract. Waiver of Subrogation applies to General Liability, Automobile, Workers Compensation, Umbrella in favor of the above listed Additional Insured per written contract. A (See Attached Descriptions) Orange County Attn: Risk Management 200 South Cameron St PO Box 8181 Hillsborough, NC 27278 1 of 2 #S53871193/M52612588 RAFTEFINClient#: 1722483 SACT 1 of 2 #S53871193/M52612588 Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B SAGITTA 25.3 (2016/03) DESCRIPTIONS (Continued from Page 1) 30-day notice of cancellation will be given except for non-payment of premium will be 10 days if required by written contract. 2 of 2 #S53871193/M52612588 Docusign Envelope ID: D4801E72-97C0-85C1-81EB-4799A225EC0B