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HomeMy WebLinkAboutPeckham & Kckenney Executive SearchCONSULTING SERVICES AGREEMENT BETWEEN THE TOWN OF LOS ALTOS HILLS AND CITY MANAGEMENT ADVISORS LLC THIS AGREEMENT for consulting services is made by and between the Town of Los Altos Hills ("Town") and City Management Advisors LLC ("Consultant") doing business as Peckham & McKenney Executive Search (together referred to as the "Parties") as of August 16, 2023 (the "Effective Date"). Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to Town the services described in the Scope of Work attached as Exhibit A , and incorporated herein, at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail. 1.1 Term of Services. The term of this Agreement shall begin on the Effective Date and shall end on December 31, 2023, the date of completion specified in Exhibit A, and Consultant shall complete the work described in Exhibit A on or before that date, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the Town's right to terminate the Agreement, as referenced in Section 8. 1.2 Standard of Performance. Consultant shall perform all services required pursuant to this Agreement according to the standards observed by a competent practitioner of the profession in which Consultant is engaged. 1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that Town, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from Town of such desire of Town, reassign such person or persons. 1.4 Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section 1.1 above and to satisfy Consultant's obligations hereunder. Section 2. COMPENSATION. Town hereby agrees to pay Consultant a sum not to exceed $26,000, notwithstanding any contrary indications that may be contained in Consultant's proposal, for services to be performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this Agreement and Consultant's proposal, attached as Exhibit A, regarding the amount of compensation, the Agreement shall prevail. Town shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from Town to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to Town in the manner specified herein. Except as specifically authorized by Town in writing, Consultant shall not bill Town for duplicate services performed by more than one person. Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 1 of 13 Consultant and Town acknowledge and agree that compensation paid by Town to Consultant under this Agreement is based upon Consultant's estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Consultant. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and subcontractors may be eligible. Town therefore has no responsibility for such contributions beyond compensation required under this Agreement. 2.1 Invoices. Consultant shall submit invoices, not more often than once a month during the term of this Agreement, in accordance with the process of payment terms in Attachment A. Invoices shall contain the following information: Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.; The beginning and ending dates of the billing period; A Task Summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the phase of the recruitment 2.2 Monthly Payment. Town shall make monthly payments, based on invoices received, for services satisfactorily performed, and for authorized reimbursable costs incurred. Town shall have 30 days from the receipt of an invoice that complies with all of the requirements above to pay Consultant. 2.3 Total Payment. Town shall pay for the services to be rendered by Consultant pursuant to this Agreement. Town shall not pay any additional sum for any expense or cost whatsoever incurred by Consultant in rendering services pursuant to this Agreement. Town shall make no payment for any extra, further, or additional service pursuant to this Agreement. In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment. 2.4 Reimbursable Expenses. Reimbursable expenses are specified below, and shall not exceed $0. Expenses not listed below are not chargeable to Town. Reimbursable expenses are included in the total amount of compensation provided under this Agreement that shall not be exceeded. 2.5 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes. 2.6 Payment upon Termination. In the event that the Town or Consultant terminates this Agreement pursuant to Section 8, the Town shall compensate the Consultant for all Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 2 of 13 outstanding costs and reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets to verify costs incurred to that date, 2.7 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator. Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement. Town shall make available to Consultant only the facilities and equipment listed in this section, and only under the terms and conditions set forth herein. Town shall furnish physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for Consultant's use while consulting with Town employees and reviewing records and the information in possession of the Town. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of Town. In no event shall Town be obligated to furnish any facility that may involve incurring any direct expense, including but not limited to computer, long-distance telephone or other communication charges, vehicles, and reproduction facilities. Section 4. INSURANCE REQUIREMENTS. Before beginning any work under this Agreement, Consultant, at its own cost and expense, unless otherwise specified below, shall procure the types and amounts of insurance listed below against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Consultant and its agents, representatives, employees, and subcontractors. Consistent with the following provisions, Consultant shall provide proof satisfactory to Town of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects, and that such insurance is in effect prior to beginning work to the Town. Consultant shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant's bid, Consultant shall not allow any subcontractor to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s) and provided evidence that such insurance is in effect to Town. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. Consultant shall maintain all required insurance listed herein for the duration of this Agreement. 4.1 Workers' Compensation. Consultant shall, at its sole cost and expense, maintain Statutory Workers' Compensation Insurance and Employer's Liability Insurance for any and all persons employed directly or indirectly by Consultant. The Statutory Workers' Compensation Insurance and Employer's Liability Insurance shall be provided with limits of not less than $1,000,000 per accident. In the alternative, Consultant may rely on a self- insurance program to meet those requirements, but only if the program of self-insurance complies fully with the provisions of the California Labor Code. Determination of whether a self-insurance program meets the standards of the Labor Code shall be solely in the discretion of the Contract Administrator. The insurer, if insurance is provided, or the Consultant, if a program of self-insurance is provided, shall waive all rights of subrogation against the Town and its officers, officials, employees, and volunteers for loss arising from work performed under this Agreement. Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 3 of 13 4.2 Commercial General and Automobile Liability Insurance. 4.2.1 General requirements. Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than $2,000,000 per occurrence/$4,000,000 aggregate (commercial general) and $1,000,000 per occurrence/$2,000,000 aggregate (auto) for risks associated with the work contemplated by this Agreement. If a Commercial General Liability Insurance or an Automobile Liability form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from activities contemplated under this Agreement, including the use of owned and non -owned automobiles. 4.2.2 Minimum scope of coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (most recent edition) covering comprehensive General Liability on an "occurrence" basis. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (most recent edition), Code 1 (any auto). No endorsement shall be attached limiting the coverage. 4.2.3 Additional requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy: a. The Insurance shall cover on an occurrence or an occurrence basis, and not on a claims -made basis. Town, its officers, officials, employees, and volunteers are to be covered as insureds as respects: liability arising out of work or operations performed by or on behalf of the Consultant; or automobiles owned, leased, hired, or borrowed by the Consultant For any claims related to this Agreement or the work hereunder, the Consultant's insurance covered shall be primary insurance as respects the Town, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the Town, its officers, officials, employees, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled by either party, except after 30 days' prior written notice has been provided to the Town. Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 4 of 13 4.3 Professional Liability Insurance. 4.3.1 General requirements. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than $1,000,000 covering the licensed professionals' errors and omissions. Any deductible or self-insured retention shall not exceed $150,000 per claim. 4.3.2 Claims -made limitations. The following provisions shall apply if the professional liability coverage is written on a claims -made form: The retroactive date of the policy must be shown and must be before the date of the Agreement. b. Insurance must be maintained and evidence of insurance must be provided for at least five years after completion of the Agreement or the work, so long as commercially available at reasonable rates. C. If coverage is canceled or not renewed and it is not replaced with another claims -made policy form with a retroactive date that precedes the date of this Agreement, Consultant must purchase an extended period coverage for a minimum of five years after completion of work under this Agreement. A copy of the claim reporting requirements must be submitted to the Town for review prior to the commencement of any work under this Agreement. 4.4 All Policies Requirements. 4.4.1 Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than AMI. 4.4.2 Verification of coverage. Prior to beginning any work under this Agreement, Consultant shall furnish Town with complete copies of all policies delivered to Consultant by the insurer, including complete copies of all endorsements attached to those policies. All copies of policies and endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf. If the Town does not receive the required insurance documents prior to the Consultant beginning work, it shall not waive the Consultant's obligation to provide them, The Town reserves the right to require complete copies of all required insurance policies at any time. 4.4.3 Deductibles and Self -Insured Retentions. Consultant shall disclose to and obtain the written approval of Town for the self-insured retentions and deductibles before beginning any of the services or work called for by any term of this Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 5 of 13 Agreement. At the option of the Town, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the Town, its officers, employees, and volunteers; or the Consultant shall provide a financial guarantee satisfactory to the Town guaranteeing payment of losses and related investigations, claim administration and defense expenses. 4.4.4 Wasting Policies. No policy required by this Section 4 shall include a "wasting" policy limit (i.e. limit that is eroded by the cost of defense). 4.4.5 Waiver of Subrogation. Consultant hereby agrees to waive subrogation which any insurer or contractor may require from vendor by virtue of the payment of any loss. Consultant agrees to obtain any endorsements that may be necessary to affect this waiver of subrogation. The Workers' Compensation policy shall be endorsed with a waiver of subrogation in favor of the entity for all work performed by the consultant, its employees, agents, and subcontractors. 4.4.6 Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein. 4.5 Remedies. In addition to any other remedies Town may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, Town may, at its sole option exercise any of the following remedies, which are alternatives to other remedies Town may have and are not the exclusive remedy for Consultant's breach: ■ Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement; ■ Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or ■ Terminate this Agreement. Section 5. INDEMNIFICATION AND CONSULTANT'S RESPONSIBILITIES. Consultant shall indemnify, defend with counsel acceptable to Town, and hold harmless Town and its officers, officials, employees, agents and volunteers from and against any and all liability, loss, damage, claims, expenses, and costs (including without limitation, attorney's fees and costs and fees of litigation) (collectively, "Liability") of every nature arising out of or in connection with Consultant's performance of the Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 6 of 13 Services or its failure to comply with any of its obligations contained in this Agreement, except such Liability caused by the sole negligence or willful misconduct of Town. The Consultant's obligation to defend and indemnify shall not be excused because of the Consultant's inability to evaluate Liability or because the Consultant evaluates Liability and determines that the Consultant is not liable to the claimant. The Consultant must respond within 30 days, to the tender of any claim for defense and indemnity by the Town, unless this time has been extended by the Town. If the Consultant fails to accept or reject a tender of defense and indemnity within 30 days, in addition to any other remedy authorized by law, so much of the money due the Consultant under and by virtue of this Agreement as shall reasonably be considered necessary by the Town, may be retained by the Town until disposition has been made of the claim or suit for damages, or until the Consultant accepts or rejects the tender of defense, whichever occurs first. With respect to third party claims against the Consultant, the Consultant waives any and all rights of any type to express or implied indemnity against the Indemnitees. Notwithstanding the forgoing, to the extent this Agreement is a "construction contract" as defined by California Civil Code Section 2782, as may be amended from time to time, such duties of consultant to indemnify shall not apply when to do so would be prohibited by California Civil Code Section 2782. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of Town, Consultant shall indemnify, defend, and hold harmless Town for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of Town. Section 6. STATUS OF CONSULTANT. 6.1 Independent Contractor. At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of Town. Town shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise Town shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. Notwithstanding any other Town, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by Town, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of Town and entitlement to any contribution to be paid by Town for employer contributions and/or employee contributions for PERS benefits. 6.2 Consultant Not an Agent. Except as Town may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of Town in any capacity whatsoever as an Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 7 of 13 agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind Town to any obligation whatsoever. Section 7. LEGAL REQUIREMENTS. 7.1 Governing Law. The laws of the State of California shall govern this Agreement. 7.2 Compliance with Applicable Laws. Consultant and any subcontractors shall comply with all laws applicable to the performance of the work hereunder. 7.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Consultant and any subcontractors shall comply with all applicable rules and regulations to which Town is bound by the terms of such fiscal assistance program. 7.4 Licenses and Permits. Consultant represents and warrants to Town that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions. Consultant represents and warrants to Town that Consultant and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid Business Licenses from Town. 7.5 Nondiscrimination and Egual Opportunity. Consultant shall not discriminate, on the basis of a person's race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Consultant under this Agreement. Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Consultant thereby. Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement. Section 8. TERMINATION AND MODIFICATION. 8.1 Termination. Town may cancel this Agreement at any time and without cause upon written notification to Consultant. Consultant may cancel this Agreement upon 10 days' written notice to Town and shall include in such notice the reasons for cancellation. Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 8 of 13 In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; Town, however, may condition payment of such compensation upon Consultant delivering to Town any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or the Town in connection with this Agreement. 8.2 Extension. Town may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall require a written amendment to this Agreement, as provided for herein. Consultant understands and agrees that, if Town grants such an extension, Town shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement. Similarly, unless authorized by the Contract Administrator, Town shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period. 8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties. 8.4 Assignment and Subcontracting_ Town and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant's unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to Town for entering into this Agreement was and is the professional reputation and competence of Consultant. Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator, 8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between Town and Consultant shall survive the termination .of this Agreement. 8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, Town's remedies shall included, but not be limited to, the following: 8.6.1 Immediately terminate the Agreement; 8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; 8.6.3 Retain a different consultant to complete the work described in Exhibit A not finished by Consultant; or Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 9 of 13 8.6.4 Charge Consultant the difference between the cost to complete the work described in Exhibit A that is unfinished at the time of breach and the amount that Town would have paid Consultant pursuant to Section 2 if Consultant had completed the work. Section 9. KEEPING AND STATUS OF RECORDS. 9.1 Records Created as Part of Consultant's Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the Town. Consultant hereby agrees to deliver those documents to the Town upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the Town and are not necessarily suitable for any future or other use. Town and Consultant agree that, until final approval by Town, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties. 9.2 Consultant's Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the Town under this Agreement for a minimum of 3 years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement. 9.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the Town. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds $10,000.00, the Agreement shall be subject to the examination and audit of the State Auditor, at the request of Town or as part of any audit of the Town, for a period of 3 years after final payment under the Agreement. Section 10 MISCELLANEOUS PROVISIONS. 10.1 Attorneys' Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose. 10.2 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Santa Clara or in the United States District Court for the Northern District of California. Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 10 of 13 10.3 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement. 10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement. 10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties. 10.6 Use of Recycled Products. Consultant shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper. 10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within the corporate limits of Town or whose business, regardless of location, would place Consultant in a "conflict of interest," as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq. Consultant shall not employ any Town official in the work performed pursuant to this Agreement. No officer or employee of Town shall have any financial interest in this Agreement that would violate California Government Code Sections 1090 et seq. Consultant hereby warrants that it is not now, nor has it been in the previous 12 months, an employee, agent, appointee, or official of the Town. If Consultant was an employee, agent, appointee, or official of the Town in the previous twelve months, Consultant warrants that it did not participate in any manner in the forming of this Agreement. Consultant understands that, if this Agreement is made in violation of Government Code § 1090 et seq., the entire Agreement is void and Consultant will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Consultant will be required to reimburse the Town for any sums paid to the Consultant. Consultant understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California. 10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials. 10.9 Contract Administration. This Agreement shall be administered by the City Manager or his/her designee ("Contract Administrator"). All correspondence, communications and meetings shall be directed to or through the Contract Administrator or his or her designee. The Consultant shall only take direction regarding the services provided under this Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 11 of 13 Agreement from the Contract Administrator. Furthermore, Consultant agrees that the Contract Administrator shall be included any meeting, teleconference or written communication between any Town representative including Committee members and the Consultant. The Town may modify the Contract Administrator at any time upon providing written notice to the Consultant. 10.10 Notices. Any written notice to Consultant shall be sent to: Peckham and McKenney 300 Harding Boulevard, Suite 203D Roseville, CA 95678 Any written notice to Town shall be sent to: Peter Pirnejad 26379 Fremont Road Los Altos Hills, CA 94022 10.11 Professional Seal. Where applicable in the determination of the contract administrator, the first page of a technical report, first page of design specifications, and each page of construction drawings shall be stamped/sealed and signed by the licensed professional responsible for the report/design preparation. The stamp/seal shall be in a block entitled "Seal and Signature of Registered Professional with report/design responsibility," as in the following example. Seal and Signature of Registered Professional with report/design responsibility, 10.12 Integration. This Agreement, including the scope of work attached hereto and incorporated herein as Exhibits A and B represents the entire and integrated agreement between Town and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral. Exhibit A Scope of Services Exhibit B Payment Schedule 10.13 Counterparts, This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. [SIGNATURES ON FOLLOWING PAGE] Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 12 of 13 The Parties have executed this Agreement as of the Effective Date. TO OF LOS OS HILLS 4 Peter Pimejad, City Manager Attest: (/ -4 � �� P -C Deborah Padavan, City Clerk Approved as to Form: M41, 06��� Steven T. Mattas, Town Attorney 1070873.1 CONSULT NT �itl such, Managing Member Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney Page 13 of 13 EXHIBIT A SCOPE OF SERVICES The full scope of services under this agreement are included in the attached proposal from the Consultant. Consulting Services Agreement between Effective Date: August 14. 2023 Town of Los Altos Hills and Peckham and McKenney--Exhibit A Page 1 of 1 COMPENSATION SCHEDULE This is a fixed -cost agreement in the amount of $26,000. Consulting Services Agreement between Effective Date: August 14, 2023 Town of Los Altos Hills and Peckham and McKenney--Exhibit B Page 1 of 1 Peckham & McKenney, 300 Harding Boulevard, Suite 203D, Roseville, CA 95678 WHY CHOOSE US? 1 EXPERIENCE 2 YOUR RECRUITMENT TEAM 4 THE SEARCH PROCESS AND SCHEDULE 5 COST OF SERVICES 6 Cost of Services Process of Payment Insurance GUARANTEE AND DIVERSITY 7 Guarantee Diversity Statement Peckham & McKenney, 300 Harding Boulevard, Suite 203D, Roseville, CA 95678 OUR COMMITMENT To YOU Peckham & McKenney, by maintaining the quality, style, values and culture established by Bobbl.Peckham and Phil McKenney, perforins on the promise that an executive: search firm must be dedicated: to providing its clients and candidates. with professional and responsive service, and a personal, hands-on approach. Our business philosophy is founded on the understanding that we are in a "people" rotated industry and that attention to others' needs is the key to providing e#Iective customer; service. • We believe in honesty. No client should ever appoint an individual without being fully knowledgeable of the candidate's complete background and history. ,Additionally, no candidate should ever enter into a. new career opportunity without full disclosure of any organizational "issues:' • We keep everyone involvedd, in. the recruitment process informed, Not only do we provide regular updates, to our clients, we also have a reputation for keeping; our candidates up to date, We do not recruit staff from our., client agencies for. another recruitment during an active engagement, nor do we "parallel process" a candidate, thereby pitting one client against another for the same candidate. • We tlo not recruit our placements — even.. Should. a placement of ours have an interest in a position for which we sire recruiting, they may choose to apply. If they become it finalist, we ask that they speak to their supervisor to alert them of their intent. • We are retained only by cities, counties and special districts. We are not retained by applicants or non- governmental agencies, • We do not over commit ourselves to too many searches. Your recruiter maintains a .small, limited number of concurrent searches at all times in order to focus specifically And diligently on recruiting qualified candidates for your vacancy. • We commit to diversity in, its broadest possible definition in every aspect of each executive recruitment. Peckham & McKcnney has a well established reputation of placing; women and people with diverse backgrounds. 21 Peckham & McKenney EXPERIENCE With out recruitment team that solely consists of retired City Managers, Police Chiefs and Department Heads, and our expert support team, Peckham & McKenny brings more experience and knowledge of local government and executive search than any other California recruiter. just a few of our recent recruitments related to your search for this critical position from the last few years include:. Auburn, CA Cosumnes CSD Encinitas, CA Hayward Area Recreation and Park District, CA Hollister, CA Pomona, CA Scotts Valley, CA Winters, CA Auburn, CA Administrative Services Director Director of Human Resources Finance Manager Administrative Services Director Administrative Services Director HR/Risk Manager Administrative Services Director Director of Administrative Services Administrative Services Director Please don't hesitate to contact these agencies as well as our large Est of current and former clients on our website (here); they will attest to our quality of service, on-going communication throughout the process, personal and direct outreach and sourcing of candidates, quality applicant pool, written materials and interview facilitation. As an ambassador of our clients, Peckham & McKenny is also known for maintaining ongoing communications with our applicants throughout the search process, treating every applicant with respect, and appropriately informing candidates to support their best effort. The numerous compliments we have received from applicants fairly illustrate this reputation. Comfortable and Professional Experience "I'd like to thank you again for your support and guidance throughout the recruitment and selection process. It was a comfortable and professional experience, and I attribute a great deal, of that to you. It's my hope that our professional paths may cross again in the future." Candidate Straightforward, Friendly. and Humane Recruitment Process I wanted to let you know what terrific job I thought you and Peckham & McKetmey did on the recru itment. It was. absolutely the most straightforward, friendly, and bumane recruitment process I've ever par ticipated in. And I would feel the same way even if the outcome was not successful for me." Candidate 3 1 Peckham & McKenney It really has been, "All about fit! "From the construction of the colorful candidate profile, to being responsive to phone calls, texts and my questions, I have been thoroughly impressed with the professionalism and approach of Peckham & McKenney, Maria Hurtado and Joyce Johnson have been the team that have shepherded nay application through the municipal hiring processes, and I can speak highly for both of them, Should I need a recruiter to help fill a critical position in my new city, I will be calling on Maria Hurtado and Peckham & McKenney. And, by the way, it really has been, "All about fit!" Candidate You Made Me Feel. So Comfortable "This is my first time working with a recruiting company, and I'm so happy for having; the opportunity to work with your company, wow! I truly enjoyed the process! Your interview skills are amazing! You made.me feel so comfortable and I felt like I was just talking shop with a longtime friend, Thanks for the personal touch that you include in your job,1. believe that this is what makes your firm so desirable and successful." Candidate Testimonials from clients and candidates are at httl2s://www.peckhamandmckennev.com/testimonials. Please feel free to call any of the communities listed herein, or on our website here, or as follows as a reference about the firm, our recruiters, and our service. Additionally, you may contact any of Roberta's references: City of Colton Bill Smith, City Manager, (909) 370-5051, BSmith@coltonca.gov Tom Cody, Human Resources & Risk Management Director, (909) 370-5063; tcody@coltonca.gov Town of Fairfax Heather Abrams, Town Manager, (415) 453-1584; habrams@townoffairfax.org City of Seaside Craig Malin, former City Manager, (563) 529-1542; craigthomasmalin@gmail.com Donna Williamson, Attorney, Liebert Cassidy Whitmore (retired); (415) 309-4837 City of Sand City Vibeke Norgaard, City Manager, (415) 516-6674; vibeke@sandcityca.org YOUR RECRUITMENT TEAM 41 Peckham & McKenney Our Approach With every Peckham & McKenney recruitment, your Recruiter has the entire Peckham & McKenney team of Recruiters and administrative personnel for backup, support, collaboration, and sourcing. However, when you retain Peckham & McKenney, your Recruiter serves as your single point of contact throughout the entire search process and is fully responsible for its success. Moreover, in order to fully focus on your search and finding applicants that fit with the ideal candidate you are seeking, your Recruiter also maintains no more than 6 active searches. The Executive Recruiter for you in this search is Roberta Greathouse. Roberta Greathouse, Executive Recruiter The Peckham & Mckenney Team Roberta is a dynamic professional with strong leadership, critical thinking, and problem - solving skills. She enjoyed a 34 -year career in the public sector, retiring from the City of Seaside as the Human Resources Director and Risk Manager. Roberta has experience in every aspect of human resources including labor and employee relations, recruitment, selection, classification and compensation, employee benefits, workers' compensation, and employee development. Roberta led the City through a myriad of organizational challenges including multiple rounds of layoffs and labor concessions due to economic crises. Roberta served as the City's Acting City Manager for almost one year during a time of unprecedented City growth in the areas of economic development and capital improvement. Roberta was recognized for being an accessible and collaborative leader with outstanding organizational, communication, and customer service skills. Prior to joining Seaside's team, Roberta served the City of Monterey for 18 years. She worked in a variety of roles in the Public Facilities, Human Resources, and Fire Departments. As the manager of the fire administration division, Roberta had the opportunity to negotiate and manage fire protection contracts with the Army and two local jurisdictions and she established the first activity based costing system for the department. Roberta holds a Bachelors degree from Colorado State University, is a Senior Certified Human Resources Professional (IPMA-SCP), and certified Risk Management Practitioner (RMP). She was nominated for the California Joint Powers Insurance Authority's coveted Capstone Award in 2016 for her leadership in Risk Management. Roberta is supported by the following team. Joyce Johnson, Operations Manager Joyce Johnson joined Peckham & McKenney in 2005 and serves as the firm's Operations Manager. She has over 30 years' experience in the field of administrative and executive support for all aspects of the executive 5 1 Peckham & McKenney recruitment process. She oversees internal administration of the firm as well as directing contract administrative support in the areas of advertising and design, web posting, and duplication and mailing services. Prior to joining Peckham & McKenny, Ms. Johnson oversaw internal administration in the Western Region headquarters of two national management consulting and executive recruitment firms. Ms. Johnson is complimented regularly on her strong customer orientation working with both clients and candidates alike. Ms. Johnson holds an Associate of Arts degree from American River College. Tayler Bergstrom, Research Assistant Tayler Bergstrom joined Peckham & McKenny in 2022 and currently serves as a Research Associate. Tayler is currently pursuing a PhD at UCLA where she worked previously as a lab manager overseeing various research projects. Prior to that, Tayler graduated from UC San Diego with a Bachelor of Science degree in Psychology. Linda Pucilowski, Graphic Designer With nearly 30 years of experience, Linda Pucilowski provides her expert design and marketing skills to Peckham & McKenney. She is the firm's "go -to" professional for all advertising and brochure design and creation. Ms. Pucilowski holds a Bachelor's degree from California State University, Sacramento. Rachel Moran, Website & Social Media Assistant Rachel Moran has been in the graphic design field since 2007 and prides herself on creating eye-catching visual art. She supports the Peckham & McKenney team by handling all website visual and technical design as well as social media. Ms. Moran graduated from the Art Institute of Houston obtaining her Bachelor's Degree in Fine Arts with a concentration in Graphic Design. 6 1 Peckham & McKenney THE SEARCH PROCESS AND SCHEDULE Peckham & McKenney is committed to finding, the best fit for your position. Our process is. 12 to 14 weeks and generally involves, the following phases: PROJECT ORGANIZATION (PRL -RECRUITMENT) — We will meet to, discusi the search timeline, process and logistics for conducting a successful search. DEVELOPMENT Or THLCANDIDATE PROFILE (zWEEKS) -WC will meet with agency members to listento specific. expectations of the position; learn the background and experiences desired in the ideal candidate-, and understand the organizational, culture and interests to create an attractive Candidate Profile marketing brochure, RmttuITMENT (4 To 6 WEEKS) - Our main focus in outreach will, be direct, personalcontact with, quality potential candidates. Additionally, ads will be pjaced in industry publications and social media to broadly market the opportunity. Our client agency is continuously updated on our progress. SUPPLEMENTAity REVIEW (2 WEEKS) - Upon Our review of the resumes received, supplemental questionnaires will be sent to candidates who appear in most alignment with the Candidate Profile. Followinga thorough review of the supplemental questionnaires, we will. conduct preliminary telephone interviews. Internet researchwill also be conducted so that we may probe the candidate regarding any areas of concern. REcommrNDATION OF CAN DIDATES/SELLCTION OF FINALISTS (I w tLK) — A report will be provided to the agency that includes, among a variety of documents, a full listing of all candidates for review and the materials submitted by candidates recommended for an interview, INTERVIEW PROCESS (Z WEEKS) — Your recruiter will facilitate the interview process, inclusive of an orientation session at the beginning, and a discussion of candidates at the end,, I QUALIPICXrION(I WEEK)- Once a finalist is selected, areference check and thorough background check will be conducted. Assistance with negotiating compensation will also be provided. 71 Peckham & McKenney COST OF SERVICES The fee to conduct the entire search process for your next Administrative Services Director recruitment is $26,000. Peckham 8r, McKenny is unique among, recruiting firms for several reasons including having a fixed all- inclusive fee. We have found that an all-inclusive foe for the, Search process, is simpler, cost-effective, and efficient. Ile all-inclusive fee above includes Professional fees and expenses (out-of�pockct costs associated with advertising, Recruiter travel, administrative support / printing / copying/ postage / materials, telephone / technology; internet research checks on recommended candidates, and full background check on selected finalist only). For services not specified herein, we will, discuss your interests andan appropriate, fee, PROCESS 01,713AYMENT One-third of the all-inclusive fee- is due as a retainer upon execution ofthe agreement, `This retainor covers: upfront ,and necessary expenses incurred by Peckham & McKenney on the. Chy� behalf for the preparatory work and advertising. If the retainer, is not received by Peckham &Mcl(enney withiri 30 days of execution of the agreement, we will suspend the recruitment process until payment is received. Tic second one- third of the full payment will be invoiced. 1 month from contract execution, and it is due within30days Ulowing the invoice date, `Ihe final onethird of the full payment will be invoiced 2 months from contract execution, and it is due within 30 days following the invoice date, AGRELMENT Pcclthq,m,& McKenny is the operating name of City. Management Advisors LLC, Anton Dahlerbruch, Managing Member INSURANCE Peckham &. McKenney carries Professional Liability Insurance ($1,000,000 limit), Commercial General Liability Insurance ($2,000,00 General Liability, and $4,,000,000 Products) and Automobile Liability Insurance 1,000,0,00). Our Insurance, Broker is 13&B PremicrInsurance Solutions, Agoura Hills, CA, 8 1 Peckham & McKeiiney GUARANTEE We are pleased to share that the Peclebam & McKenney success randplacement record areparticulary strong. We erre confident that our rerruitmentprocess will result in a quality candidate that will stay in your employment. Divrmsay STATEMENT OUR GUARA1tiNTLE: • We will connect with you and our placement in 6 months and 1 year after the appointment to check-in. • We will conduct a second search within 6 months of our search process if a candidate is not placed. • If the placement vacates the position within 1 year from the date of accepting the offer (external candidates only and except in the event of budgetary cutbacks, promotion, position elimination, or illness/death, etc.), we agree to conduct a second search within 6 months of the vacancy. Recognizing the current market for finding competent and successful executives, and the changes in strategy that would be needed for a second search, the cost of a second search will be expenses (typically around $8,000) and 50% of the professional services fee. Peckham & McKenney is committed to diversity in its broadest possible definition in every aspect of cacti executive recruitment our firm provides. We tame pride in the placement of women and applicants of diversity, and are known for long, successful tenures of candidates selected by the agency; Peckham & McKenney does not discriminate on the, basis of race, color, religion, creed, sex/gender,. national origin/aricestry, disability, pregnancy, sexual orientation (including transgender status)" marriage or family status, military statics, or age;; We are fully compliant with all applicable; federal and state employment laws and regulations in all of our recruitments, For over 30 years, founder Bobbi Peckham has been a champion of women seeking executive leadership positions within local government., With our diverse team of Recruiters, j'e:ckham &McKenney supports, . promotes: and advocates for diversity in the recruitment; and hiring processes:. In addition to our outreach methods, Peckhani & McKenney routinely advertises with the National Forum of Black Public Administrators (NFBPA), Local Government I:lispanic Networld (LGI•IN) and CxvicPRIDE as well as the National Diversity Network to ensure placement of your opportunity with the following atiline venues. • African American nils Network o Asian Job Network • Ilisability Job Network Latino Job Network ® LGBT Job :Network • Retirement f ob Network Veteran Job Network • Women'64oh Network 91 Peckham & McKenney