HomeMy WebLinkAboutResolution - 2022-R0532 - Executive Recruitment Service Agreement with Baker Tilly USResolution No. 2022-RO532
Item No. 5.32
December 13, 2022
RESOLUTION
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF LUBBOCK:
THAT the Mayor of the City of Lubbock is hereby authorized and directed to execute
for and on behalf of the City of Lubbock, Contract No. 17021/RFP 23-16872-MA for executive
recruitment services, by and between the City of Lubbock and Baker Tilly US, LLP, of Plano,
Texas, and related documents. Said Contract is attached hereto and incorporated in this
resolution as if fully set forth herein and shall be included in the minutes of the City Council.
Passed by the City Council on December 13, 2022
TRAY PA E, YOR
ATTEST:
V 1-&,� J)c
Re ca Garza, City Secr
APPROVED AS TO CONTENT:
q-'�L�
D. Ko lich, Chie cial Officer
APPROVED AS TO FORM:
Amy . ms, Depu City ey
RES.Contract- Baker Tilly 17021
Resolution No. 2022-R0532
City of Lubbock
Executive Recruitment Services
Agreement
Contract 17021
This Service Agreement (this "Agreement") is entered into as of the 13day of December
2022("Effective Date") by and between Baker Tilly US, LLP (the Contractor), and the City of Lubbock (the
"City").
RECITALS
WHEREAS, the City has issued a Request for Proposals 23-16872-MA, Executive Recruitment
Services and
WHEREAS, the proposal submitted by the Contractor has been selected as the proposal which best
meets the needs of the City for this service; and
WHEREAS, Contractor desires to perform as an independent contractor to provide Executive
Recruitment Services, upon terms and conditions maintained in this Agreement; and
NOW THEREFORE, for and in consideration of the mutual promises contained herein, the City and
Contractor agree as follows:
City and Contractor acknowledge the Agreement consists of the following exhibits which are
attached hereto and incorporated herein by reference, listed in their order of priority in the event of
inconsistent or contradictory provisions:
1. This Agreement
2. Exhibit A — General Requirements
3. Exhibit B — Proposal
4. Exhibit C — Best and Final Offer
5. Exhibit D — Insurance Requirements
Scope of Work
Contractor shall provide the services that are specified in Exhibit A. The Contractor shall execute services
as the named secondary provider. Thee Contractor shall comply with all the applicable requirements set
forth in Exhibit B, C and D attached hereto.
Article 1
1.1. The contract shall be for a term of one (1) year, with the option of four (4), one (1) year extensions,
said date of term beginning upon formal approval. This Contract will renew automatically for the
additional terms under the same term and conditions, unless either Party gives 90-day written notice
to terminate the Contract.
1.2 All stated annual quantities are approximations of usage during the time period to be covered by
pricing established by this bid. Actual usage may be more or less. Order quantities will be
determined by actual need. The City of Lubbock does not guarantee any specific amount of
compensation, volume, minimum, or maximum amount of services under this bid and resulting
contract.
1.3 The Contractor must maintain the insurance coverage required during the term of this contract
including any extensions. It is the responsibility of the Contractor to ensure that valid insurance is
on file with the Purchasing and Contract Management Department as required by contract or contract may be
terminated for non-compliance.
1.4 A) Prices quoted shall be guaranteed for a period for six (6) months upon City approval. The rate
may be adjusted at the City's discretion for the effective change in Consumer Price Index (CPI) or
Product Price Index (PPI) as appropriate.
B) Further, if the Contractor can provide documentation for actual charges for material, labor, etc.
that demonstrates that the change in CPI or PPI is not sufficient, the Contractor shall provide such
documentation to the City, and at the City's sole discretion, the contractual rate may be further
adjusted. If agreement regarding a new rate cannot be reached, the City shall terminate at the end of
the current contract period.
C) If an adjustment to pricing is granted under this section, the Contractor must provide the Director
of Purchasing and Contract Management written, quarterly documentation to justify the ongoing
adjustment. If no such documentation is timely received, the rate will automatically revert to the
initial, awarded rate.
1.5 This contract shall remain in effect until the first of the following occurs: (1) the expiration date, (2)
performance of services ordered, or (3) termination of by either party with a 30 day written notice.
The City of Lubbock reserves the right to award the canceled contract to the next lowest and best
bidder as it deems to be in the best interest of the city.
Article 2 Miscellaneous.
2.1 This Agreement is made in the State of Texas and shall for all purposes be construed in
accordance with the laws of said State, without reference to choice of law provisions.
2.2 This Agreement is performable in, and venue of any action related or pertaining to this
Agreement shall lie in, Lubbock, Texas.
2.3 This Agreement and its Exhibits contains the entire agreement between the City and
Contractor and supersedes any and all previous agreements, written or oral, between the
parties relating to the subject matter hereof. No amendment or modification of the terms of
this Agreement shall be binding upon the parties unless reduced to writing and signed by
both parties.
2.4 This Agreement may be executed in counterparts, each of which shall be deemed an original.
2.5 In the event any provision of this Agreement is held illegal or invalid, the remaining
provisions of this Agreement shall not be affected thereby.
2.6 The waiver of a breach of any provision of this Agreement by any parties or the failure of
any parties otherwise to insist upon strict performance of any provision hereof shall not
constitute a waiver of any subsequent breach or of any subsequent failure to perform.
2.7 This Agreement shall be binding upon and inure to the benefit of the parties and their
respective heirs, representatives and successors and may be assigned by Contractor or the
City to any successor only on the written approval of the other party.
2.8 All claims, disputes, and other matters in question between the Parties arising out of or
relating to this Agreement or the breach thereof, shall be formally discussed and negotiated
between the Parties for resolution. In the event that the Parties are unable to resolve the
claims, disputes, or other matters in question within 30 days of written notification from the
aggrieved Party to the other Party, the aggrieved Party shall be free to pursue all remedies
available at law or in equity.
2.9 At any time during the term of the contract, or thereafter, the City, or a duly authorized audit
representative of the City or the State of Texas, at its expense and at reasonable times,
reserves the right to audit Contractor's records and books relevant to all services provided to
the City under this Contract as necessary to substantiate fees charged for services performed.
In the event such an audit by the City reveals any errors or overpayments by the City,
Contractor shall refund the City the full amount of such overpayments within 30 days of such
audit findings, or the City, at its option, reserves the right to deduct such amounts owing the
City from any payments due Contractor.
2.10 The City reserves the right to exercise any right or remedy to it by law, contract, equity, or
otherwise, including without limitation, the right to seek any and all forms of relief in a court
of competent jurisdiction. Further, the City shall not be subject to any arbitration process
prior to exercising its unrestricted right to seek judicial remedy. The remedies set forth herein
are cumulative and not exclusive, and may be exercised concurrently. To the extent of any
conflict between this provision and another provision in, or related to, this document, this
provision shall control.
2.11 The contractor shall not assign or sublet the contract, or any portion of the contract, without
written consent from the Director of Purchasing and Contract Management. Should consent
be given, the Contractor shall insure the Subcontractor or shall provide proof of insurance
from the Subcontractor that complies with all contract insurance requirements document, this
provision shall control.
2.12 Contractor acknowledges by supplying any Goods or Services that the Contractor has read,
fully understands, and will be in full compliance with all terms and conditions and the
descriptive material contained herein and any additional associated documents and
Amendments. The City disclaims any terms and conditions provided by the Contractor unless
agreed upon in writing by the parties. In the event of conflict between these terms and
conditions and any terms and conditions provided by the Contractor, the terms and conditions
provided herein shall prevail. The terms and conditions provided herein are the final terms
agreed upon by the parties, and any prior conflicting terms shall be of no force or effect.
2.13 Contracts with Companies Engaged in Business with Iran, Sudan, or Foreign Terrorist
Organization Prohibited. Pursuant to Section 2252.152 of the Texas Government Code,
prohibits the City from entering into a contract with a vendor that is identified by The
Comptroller as a company known to have contracts with or provide supplies or service with
Iran, Sudan or a foreign terrorist organization.
2.14 Texas Public Information Act. The requirements of Subchapter J, Chapter 552, Government
Code, may apply to this contract and the contractor or vendor agrees that the contract can be
terminated if the contractor or vendor knowingly or intentionally fails to comply with a
requirement of that subchapter. To the extent Subchapter J, Chapter 552, Government Code
applies to this agreement, Contractor agrees to: (1) preserve all contracting information
related to the contract as provided by the records retention requirements applicable to the
governmental body for the duration of the contract; (2) promptly provide to the governmental
body any contracting information related to the contract that is in the custody or possession
of the entity on request of the governmental body; and (3) on completion of the contract,
either: (A) provide at no cost to the governmental body all contracting information related to
the contract that is in the custody or possession of the entity; or (B) preserve the contracting
information related to the contract as provided by the records retention requirements
applicable to the governmental body.
2.15 No Boycott of Israel. Pursuant to Section 2271.002 of the Texas Government Code, a) This
section applies only to a contract that: (1) is between a governmental entity and a company
with 10 or more full-time employees; and (2) has a value of $100,000 or more that is to be
paid wholly or partly from public funds of the governmental entity. (b) A governmental entity
may not enter into a contract with a company for goods or services unless the contract
contains a written verification from the company that it: (1) does not boycott Israel; and (2)
will not boycott Israel during the term of the contract.
2.16 Texas Government Code 2274. By entering into this Agreement, Contractor verifies that: (1)
it does not, and will not for the duration of the contract, have a practice, policy, guidance,
or directive that discriminates against a firearm entity or firearm trade association or (2)
the verification required by Section 2274.002 of the Texas Government Code does not apply
to the contract. If Contractor is a company with 10 or more full-time employees and if this
Agreement has a value of at least $100,000 or more, Contractor verifies that, pursuant to
Texas Government Code Chapter 2274, it does not have a practice, policy, guidance, or
directive that discriminates against a firearm entity or firearm trade association; and will not
discriminate during the term of the contract against a firearm entity or firearm trade
association.
2.17 Contractor represents and warrants that: (1) it does not, and will not for the duration of the
contract, boycott energy companies or (2) the verification required by Section 2274.002 of
the Texas Government Code does not apply to the contract. If Contractor is a company with
10 or more full-time employees and if this Agreement has a value of at least $100,000 or
more, Contractor verifies that, pursuant to Texas Government Code Chapter 2274, it does
not boycott energy companies; and will not boycott energy companies during the term of the
Agreement. This verification is not required for an agreement where a governmental entity
determines that these requirements are inconsistent with the governmental entity's
constitutional or statutory duties related to the issuance, incurrence, or management of debt
obligations or the deposit, custody, management, borrowing, or investment of funds.
2.18 Confidentiality. The Contractor shall retain all information received from or concerning the
City and the City's business in strictest confidence and shall not reveal such information to
third parties without prior written consent of the City, unless otherwise required by law.
2.19 Indemnify. The Contractor shall indemnify and save harmless the city of Lubbock and its
elected officials, officers, agents, and employees from all suits, actions, losses, damages,
claims, or liability of any kind, character, type, or description, including without limiting the
generality of the foregoing, all expenses of litigation, court costs, and attorney's fees, for
injury or death to any person, or injury to any property, received or sustained by any person
or persons or property, to the extent arising out of, related to or occasioned by, the negligent
acts of the Contractor, its agents, employees, and/or subcontractors, related to the
performance, operations or omissions under this agreement and/or the use or occupation of
city owned property. The indemnity obligation provided herein shall survive the expiration
or termination of this agreement.
IN WITNESS WHEREOF, the parties hereto have caused this Contract to be executed the
day and year first above written. Executed in triplicate.
CITY OF LUBBOCK
BY:
Tray Payne, M y
ATTEST:
Rebec a Garza, City Secre
APPROVED AS TO CONTENT:
0
D. Blu Kostelich, CFO
APPROVED AS T
Amy Sh
,p9,'D,prdty Assistant City Attorney
CONTRACTOR
Authorized Representative
A nne Lewis
Print Name
qYO 7 -Novel% 1,11)e
Address
111*VlS0/), W/ �3707- 73f9'
City, State, Zip Code
Exhibit A
Executive Recruitment Services
City of Lubbock, TX
RFP 23-16872 -MA
Il. GENERAL REQUIREMENTS
1 INTRODUCTION
Lubbock's highly skilled and educated workforce, proximity and connection to major national and
international markets, and affordable utility and living costs make it the ideal place to grow your business.
Known as the "Hub City" of West Texas, our diverse economy is based on manufacturing, agriculture,
wholesale and retail trade services, as well as government, education and health care.
As the 11 th largest city in Texas, Lubbock boasts a regional population base of more than 310,000 people.
Lubbock's size affords businesses access to dedicated community leaders and personalized service, while
providing you with a pipeline of personnel to fill your workforce needs. Home to Texas Tech University,
Texas Tech University Health Sciences Center and a fast-growing community college, Lubbock County
boasts more than 50,000 college students. Lubbock is the only city in the nation with a comprehensive
university, a health sciences center, an agriculture college and a law school in one location, making Texas
Tech University the second largest contiguous university campus in the United States.
Lubbock offers an annual average of 263 days of sunshine with average annual snowfall of 10.3 inches
and average annual precipitation of 18 inches. The average January temperature is 39.2 OF and the
average July temperature is 80.1 OF
2 PURPOSE
a) The City of Lubbock (hereinafter called "City") is seeking proposals from interested Contractors and
individuals to perform executive search services in the recruitment of various high-level management
positions on an as -needed basis. There is no guarantee as to the number of recruitments to be assigned
under the resulting Contract. The City reserves the right to award more than one contract.
b) Offerors are invited to submit demonstrated competence and qualifications of their firm for providing
these services.
c) The information contained within this document is intended to provide interested firms with the
requirements and criteria that will be used to make the selection.
3 SCOPE OF WORK
All proposals must be made on the basis of, and either meet or exceed, the requirements contained herein.
All offerors must be able to provide:
3.1 Development of a Recruitment Process Timeline
For each recruitment assigned, the Contractor shall submit a recruitment process timeline
detailing the steps to be taken in the recruitment process, the length of time associated with
each step, and the individuals responsible for each step.
3.1.1 Development of Announcement and Recruitment Material
For each recruitment assigned, the Contractor shall develop an announcement and
recruitment materials, including job announcement, position brochure, and other
recruitment materials used to attract potential candidates.
3.1.2 Development of Position Description
For each recruitment assigned, the Contractor shall develop a comprehensive
understanding of the duties and responsibilities of the identified position and shall
develop a written position description to be agreed upon by the City prior to the start
of the recruitment process.
Pre -Recruitment Deliverables: detailed recruitment process timeline, position
announcement/recruitmcnt materials, and position description.
3.2 Recruitment
3.2.1 Identify Potential Candidates
The Contractor shall work with City Manager and Human Resources, or designee in
developing a suitable approach for describing the organization and position to
potential candidates and referral sources.
The Contractor shall identify potential contacts and conduct personal outreach
recruiting to include an established candidate bank. The approach should take into
consideration issues of confidentiality and the issues most likely to attract the best
candidates.
3.2.2 National Recruitment
The Contractor shall use all necessary tools to recruit nationally, seeking applicants
who have a proven record of accomplishment in the desired area of expertise, ideally
in a local government.
3.2.3 Diverse Recruitment
A diverse applicant pool is required. The Contractor shall make targeted recruitment
efforts to attract qualified minority and women candidates as well as qualified veterans
and qualified candidates with disabilities. The Contractor shall develop a diverse
applicant pool without regard to age.
Recruitment Deliverables: Comprehensive recruitment plan that addresses the specific
sources and methods of indirect and direct outreach to achieve national, regional, and local
qualified candidates and plan to attract a diverse applicant pool. The Contractor should provide
and describe in detail their current process for how this work is currently being done in each
of the specified areas.
3.3 Review and Selection
3.3. I Conduct Candidate Screening
The Contractor shall provide a preliminary candidate lists of individuals meeting the
requirements of the employment profile and providing all applications for the City
Manager to view. The applicant pool should include approximately 8-10 well qualified
candidates for the positon. The Contractor shall conduct a reference check and
thorough internet search of all 8-10 candidates prior to presenting them to the City
Manager. The objective of information, which could be relevant to the candidate's
consideration for the position. Candidates shall be evaluated strictly on merit, without
regard to race, color, religion, sex, national origin, age, and disability, status as a
service -disabled veteran, sexual orientation, gender identity, genetic information, and
other non -merit factors. Arrangements should be made to interview appropriate
candidates. The primary objective of the first level interview is determine if the
candidate meets the City threshold requirements. This includes a determination of
both competencies and behaviors. It is also important to understand exactly why a
candidate would consider making a change to work for the City. Candidates not
selected to move forward should be informed of their status at this time.
3.3.2 Candidate Interviews
The Contractor shall work with the City to develop and implement a process for
evaluating the final candidates for the position, as well as coordinating interviews.
The Contractor shall be responsible for the overall management of the process and
shall facilitate the interview process. Interviews shall be conducted onsite at the City
and any required travel will be done in accordance to the City travel policies. The
Contractor will provide travel receipts to the City for reimbursement of travel cost.
The City reserves the right to request changes to this process that it may determine
are necessary to meet its objectives. The Contractor shall determine each candidate's
level of interest after the first round of interviews. Information on all candidates at
this stage will be shared with the City so as to determine its satisfaction with them
and identifying additional candidates if necessary. Finalists and their financial
requirements are identified at this stage.
3.3.3 Conduct Reference Checks and Verifications of Credentials
A minimum of their (3) professional reference checks and extensive background
investigations shall be conducted for all finalists as requested and forward to the City
for consideration. At a minimum reference checks will consist of candidate's prior or
current supervisor or management. References from peers and or subordinates may
be requested from the City. A reference check with the City or equivalent at each
place of employment during the last ten (10) years should be made. The Contractor
shall also conduct thorough background investigation to include, but not limited to,
verification of all academic credentials, Department of Motor Vehicles, criminal and
credit history and civil litigation check for any candidate receiving a job offer.
3.3.4 Offer Coordination and Acceptance
The Contractor shall preliminary discuss requirements with the preferred candidate
when the City has determined an offer is appropriate. This information will be reviewed
by the City to develop an offer of employment. This process shall continue until
agreement, as approved by Human Resources in coordination with City Manager is
reached and a confirmation letter is forwarded.
3.3.5 Placement Guarantee
The Contractor shall provide a placement guarantee of a final candidate to include:
If the selected individuals leaves for any reason other than an act of God such as, total
incapacitation or death within the first year, the Contractor will repeat the search at no
charge.
Review and Selection Deliverables: Candidate screening results showing the qualifications of
all applicants and how the candidates were screened as qualified/non-qualified; results of internet
search; initial screening interview report; final screening matrix showing how candidates where
evaluated; and reference/background check results.
4 EXPERIENCE REQUIREMENTS
Offerors must demonstrate that they have the resources and capability to provide the materials and
services as described herein.
5 EVALUATION CRITERIA
Interested proposers must submit the following information for review by an evaluation committee. This
information will be evaluated according to the stated criteria to determine the proposer to be awarded a
contract.
The following criteria will be used to evaluate and rank submittals:
a) 30 Points - Qualifications and Experience
b) 25 Points - Rates and expenses
c) 30 Points - Methodology including technical approach and understanding of the scope of
work.
d) 15 Points References
6 PROPOSAL FORMAT
a) The City of Lubbock requires comprehensive responses to every section within this RFP. To
facilitate the review of the responses, Contractor shall follow the described proposal format. The
intent of the proposal format requirements is to expedite review and evaluation. It is not the intent
to constrain Contractors with regard to content, but to assure that the specific requirements set
forth in this RFP are addressed in a uniform manner amenable to review and evaluation.
b) Cover letter addressed to the Honorable Mayor and City Council that states the Offeror's
understanding of the services to be provided. Include any additional information believed
necessary that is not requested elsewhere in the RFP.
c) The proposal must be organized into the following response item sections in an request for
information.
TAB A Qualifications and experience
1. Briefly introduce your Contractor, providing a summary of the administration,
organization and staffing of your Contractor, including multiple offices, if
applicable. Provide an organizational chart indicating the positions and names of
the core management team, which will manage this contract.
2. Identify the project manager and each individual who will work as part of the team
to manage the contract. Include resumes for each person to be assigned. Include
any professional designations and affiliations, certifications and licenses, etc.
3. Describe the experience of the Contractor in the last thirty six (36) months in
performing high level management positions recruiting and placement services in
similar size and scope.
TAB B Rates and Expenses
Provide a detailed fee schedule. Express your personnel hourly rates not -to -exceed
maximum amount and separate price for travel and related expenses (if
applicable). An itemized bill with receipts must be included with request for
payment.
2. Contractor shall incur no travel or related expenses chargeable to the City without
prior approval by an authorized City representative.
3. Contractor may submit proposals based on a lump sum basis payable monthly over
the course of the year or on an hourly fee basis. All proposals must include a
maximum not -to -exceed amount. Expenses not specifically listed will not be
considered.
4. Provide an hourly rate for activities to be utilized on an "as need basis."
5. The recruitment of positions for the City will be on an as needed basis. The
Contractor will develop a written detailed recruitment process, based on the rates
and expenses provide under this section. The City must approve rates and expense
prior to the start of the recruitment process.
TAB C Methodology including technical approach and understanding of the scope of the
project.
1. Proposals must include a narrative description of the Contractors' plan for
accomplishing the work and services to be provided to the City.
2. Proposals must indicate a clear understanding of the scope of work, including a
detailed project plan for this engagement outlying major tasks and responsibilities,
periods, and staff assigned for each category of the scope of work identified above.
TAB D References
Provide references for similarly successful projects from five current
governmental agencies, including the name of the agency, contact name,
telephone, fax and email address.
�!� i � _Z"4
Tab B:
Rates and expenses
►,
0
.-Poo Ok
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Tab A:
Qualifi
cations and experience
October 11, 2022
Honorable Mayor and City Council
City of Lubbock
P.O. Box 2000
Lubbock, Texas 79457
Dear Honorable Mayor and City Council.
Baker Tilly US, LLP
2500 Dallas Parkway, Suite 300
Plano, TX 75093
T: +1 (972) 748 0300
F: +1 (214) 4521165
bakertilly.com
This proposal marks the beginning of a valuable relationship we plan to build with the City of Lubbock.
Based on what we have learned from you in your request for proposal (RFP) process, we are confident
we are the right fit to serve you with forward -thinking executive recruitment services so you can keep your
focus where it belongs: serving your citizens. Our proposal meets your RFP requirements and describes
our unique proposition to enhance and protect value while meeting your key objectives:
We believe that our record of successfully placing qualified and very accomplished professionals, along
with our extensive experience providing executive recruitment services to cities, counties and other
public -sector organizations nationwide, will be beneficial for your recruitment and will allow us to find the
candidate who has the traits, skills, experience and overall competence you desire for your organization.
We know that you have options when it comes to selecting an executive recruitment firm. However, we
believe that our unique approach, highly regarded customer service, record of success, our experience
and overall ability to identify, recruit and place top-level executives in similar roles, sets us apart from our
competitors. Additionally, we offer the following unique features:
• Customized profile development
• Proprietary management/leadership assessment reports
• Link to one-way semifinalists' video interview responses to position specific questions
• Proprietary online application and document management tool
As your Value ArchitectsTm, we are determined to support you in achieving your mission to recruit various
high-level management positions on an as -needed basis.
Thank you for the opportunity to serve you. Our team is excited to earn your trust, and, as always, we
look forward to discussing your questions and feedback.
Sincerely,
BAKER TILLY US, LLP p
Edward G. Williams, Ph.D., Director Anne Lewis, Director, Practice Leader
+1 (214) 608 6363 1 edward.wilfiamsft_bakertiilv;com +1 (703) 923 8214 1 anne.lewis bakertiliy .com
TAB A: QUALIFICATIONS AND EXPERIENCE
Our firm has the reputation, resources and reach to address the challenges
you face as a public sector organization — both now and in the future.
? Briefly introduce your CDntiactor, providing a surrirrlary of the ai!n inistration. org.9nlzation and staff -in of your
Contractor, includirlo multiple offic:e.., if applicable Provide an organizational chart indicating the posirions and
rlaMeS of the core management team. �idh/•;:h viil/ toana le this contract.
Offering our resources: Baker Tilly at a glance
We dedicate ourselves to delivering efficiency, quality, creativity, innovation and forward -thinking solutions.
We are passionate about enhancing and protecting our clients' value, which is a collective effort by
everyone across our firm. The City of Lubbock will receive an exceptional experience for your
management team and — ultimately — those you serve. Below are some key facts about our firm.
400+ 60+ 250+
recruitments office locations workplace and
since 2017 across the U.S. culture awards
COMPREHENSIVE EXPERIENCE TO SERVE YOU
Lubbock will receive support and guidance from =l respected firm thal continues to grow — a; evidenced lb]/ INSIDE
Pub!icAccounting earning Baker Tilh, as file 1007larcest accounting frm in ti7e United States on their 2022 IPA Top
I00 lisi.
Celebrating more than 90 years serving our valued clients
As a future -looking firm, we celebrate more than 90 years in the marketplace by
honoring our roots and continuing to shape our future. We embrace the fact that
business can't stand still — and we won't stand still. As we help our clients identify
new needs and opportunities, we innovate and change to work better. . CI$ 0
Our roots took hold in 1931 in Waterloo, Wisconsin, where we began as a public Est.1931
accounting firm specializing in canning factory audits. Since that time, we have grown
with more than 40 different business combinations, each with its own rich history, expanding our
presence coast to coast and globally and expanding our scope across industries, services and areas of
expertise. One thing has not changed over time: our shared passion for enhancing and protecting our
clients' value.
As we reimagine our lasting impact, we remain grounded in our timeless core values. Through dedication,
creativity and adaptability, Baker Tilly will become more connected to our clients, our people, our
communities and our profession.
2
TAB A: QUALIFICATIONS AND EXPERIENCE
Public sector specialization
Baker Tilly has served local governments since
our establishment 91 years ago. We are one of
the few professional services firms with a state
and local government practice dedicated
entirely to serving governmental clients.
Unlike many of our contemporaries, Baker Tilly is
organized by industry, not service line. What does
this mean for Lubbock? It means you will be served
by a carefully selected team that blends our
government -focused professionals with
experienced specialists in executive recruitment
projects. The City will be collaborating with
knowledgeable professionals who understand the
specific challenges you face and provide innovative
solutions to help you overcome them.
MUNICIPALITIES UTILITIES AND TRANSIT
• STATE
COUNTIES Public sector ffi ENTITIES
specialization
ASSURANCE
K-12 L CONSULTING
TRIBAL
DISTRICCTTS MUNICIPAL ADVISORY GOVERNMENTS
*r] .r
NOT -FOR -PROFIT HIGHER EDUCATION
COMMITNIENT TO THE PUBLIC SECTOR
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State and local government is a complex, unique environment shaped by fiscal, regulatory and
operational considerations not found in other industries. Recognizing this complexity, and eager to serve
as a true Value ArchitectTM to the public sector, Baker Tilly formalized its dedicated public sector
specialization more than 60 years ago.
More than 420 Baker Tilly professionals — including nearly 40 partners and principals — focus
directly on serving state and local governments, providing hundreds of thousands of client service
hours annually to the public sector. Nationwide, our practice serves more than 3,100 state and local
government entities, including cities, counties, municipalities, school districts, public utilities and transit
organizations. Your team is ready to help you find solutions to the obstacles that stand between you and
your goals.
Celebrating our recent combination with Management Partners
The fast pace of change in local government — from towns to cities to
counties — is not slowing down. To continue serving and improving
CG
communities, local leaders need trusted consultants to help navigate
bakerti
ll
change. Leading advisory CPA firm Baker Tilly answers by acquiring
7
Management Partners, effective October 1.
v
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This acquisition adds a unique and significant layer of experience to
Baker Tilly's robust public sector practice. Project team members are
former
Management
local government leaders and managers stemming from all
operational facets. They have nearly three decades of field-tested
Partners -
techniques and proven methodologies.
TAB A: QUALIFICATIONS AND EXPERIENCE
Standing on our values
Our core values infuse our culture and drive the way we plan to work with Lubbock. They are what we
believe and what we expect from each other. They guide our decisions, inspire our actions and gauge
how we do business. They are shorthand for what we stand for — and what we stand against Our core
values are fundamental and timeless and come to life through our own experiences and personal
expression. Our core values are highlighted below.
BELONGING
COLLABORATION
INTEGRITY
Aforthour
We foster a deep
We are at our best
We do the right
lAle pu
level of mutual
when we work
thing, for the right
effort every day f
respect where each
together. We build
reason, every day.
the benefit of ou
one of us feels seen,
on our collective
Honesty, trust and
peopile, clients ai
heard, valued and
strength to achieve
keeping our
firm- There is a sei
connected. We
more than we can
promises are
of urgency and
commit to a diverse
as individuals,
paramount to
relentless energy
and inclusive
our success.
everything we do.
workplace upheld
love our professic
by fairness,
and take great Dfi
compassion and
in it.
equality
SHARED CULTURES, VALUES, PHILOSOPHIES AND GOALS
bbock F-Od 13a1Se1 Till I y %la;e a strong culturAl tit. ood our COmnlonalities will lay r!)c fow, (a_.
::'JlBfi Ciit)lr)(!f�l;ailp�l c"t SBarii%e-aS (�lil/E'!,( <7{.)U!:iBC%1 7J7•:� afl B']ciu•L77 !'cla(IOliS%ll:?
For additional information on Baker Tilly's prioritization of Diversity. Inclusion and Belonging for Success
(DIGS), please see Appendix A.
Pairing local services with national resources
Lubbock will be a valued client, and you should expect to receive
exceptional service. To be accessible and responsive to the City
year-round, your engagement team will be led from our Plano office
to minimize travel costs, strengthen the relationship and improve
efficiencies.
Baker Tilly's presence in Texas includes five offices in the Lone
Star state. Baker Tilly has more than 550 professionals statewide,
including the Dallas area, Austin and Houston. Our professionals
have been serving the area for more than 20 years and support a
diverse client base in the state.
In recent years, Baker Tilly's Texas presence expanded
dramatically — both through organic growth and through strategic
combinations with local firms — to serve our growing number of
Texas clients. We are well -versed in state regulatory requirements and value our local government
clients throughout Texas including, but not limited to, the following entities:
4
• City of Abilene
• City of Athens
• City of Baytown
• City of Beaumont
• City of Beeville
• City of Buda
• City of Corpus Christi
• City of Dallas
• City of Denton
• City of Desoto
Best
workplaces"
in Texas
TAB A: QUALIFICATIONS AND EXPERIENCE
• City of El Paso
• City of Missouri City
• City of Pflugerville
• City of Port Arthur
• City of Sugar Land
• Harris County
• North Texas Municipal Water District
• Tarrant County College District
• West Travis County Public Utility Agency
Serving Lubbock effectively from anywhere
DALLAS BUSINESS JOURNAL
I'lvv
2021 BEST PLACES TO WORK
Baker Tilly goes to market by industry and service specialization, so we assign team members based on
skill set rather than geographic location. Each team member selected to serve Lubbock will bring
individual strengths that directly benefit your engagement. Based on our understanding of your needs, we
can provide the best service by managing our relationship with the City out of our Plano, Texas office
based on a similar experience serving organizations like yours.
Your engagement team has the technology tools to support Lubbock in meeting objectives from
anywhere. None of this is new to our Baker Tilly professionals. We have led a borderless client service
approach for many years and are adept at providing a seamless remote experience for all clients,
whether they are down the street, on the other side of the country or across the ocean. Every Baker Tilly
professional receives a laptop and remote access credentials to connect to our internal network
resources from outside the office.
Your team is only a day away for face-to-face meetings, if appropriate — the same level of commitment
we provide "local" clients. When we are not able to meet in person, we leverage Microsoft Teams, our
web conferencing software, to host remote meetings. It is almost as good as being in the same room and
saves everyone time, cost and carbon footprint. This approach has been very successful for similar
clients and we will make sure it is successful for you.
The Baker Tilly executive recruitment team will work closely with the City's designated point of contact to
develop methods to complete all aspects of our established search processes using existing technologies
and ensuring the overall safety of all involved, which may require virtual or telephonic meetings or
interviews. Notwithstanding, we will creatively collaborate with your organization to gather and provide
you with critical information essential to your hiring decisions.
When the time arrives for the City Manager to interview candidates, we will respect and comply with the
guidelines established and recommended by local, state or federal, public health or medical
professionals, including social distancing and related guidelines or protocols, as necessary.
5
TAB A: QUALIFICATIONS AND EXPERIENCE
aker Tilly is ideally suited to serve Lubbock
There are many ways Baker Tilly has distinguished itself from peers in public sector executive recruitment.
What makes Baker Tilly different from other firms? Our executive recruitment solution truly begins
with your needs. The City of Lubbock deserves to collaborate with a provider that goes beyond checking
your recruitment boxes through proactive, responsive insights, a tailored approach and communication.
We encourage you to consider how the unique combination of our qualifications make us the right fit to
serve the City— today and for years to come.
• Comprehensive and seamless process refined by years of interaction with
local government and not -for -profit employers and prospective candidates
Carefully structured
' Leverage the search process with technology tools including video
process supported
interview system, management/leadership style assessment analysis and
by technology
online applicat;on platfor ,,
• Efficient management of candidate information and provide the City with
unique information about each candidate's leadership and management
style and ability to respond extemporaneously to video questions
• Experienced executive recruitment professionals passionate about local
Public sector
government since all have spent a significant part of their professional
recruiting
careers in senior leadership positions for cities, counties and school districts
specialization and
. Successful recruitment of more than 1,400 executive -level positions within
experience
cities, counties, school districts and public and not -for -profit organizations
since 2000
• Active recruitment of qualified candidates, drawing from our extensive
personal and professional connections with capable individuals, assuring
Thorough candidate
the City of its access to established managers and rising stars
evaluation
. Thorough evaluation of the final candidates, including detailed information
from references and a careful review of background records to ensure
sound professional and personal character
• Committed to diversity in executive recruitment as a reflection of our
broader social aspirations for a diverse workforce, equal opportunity and
Diversity in cross-cultural respect
executive . Ensure diversity is a focus of our recruitment strategy and candidate
recruitment pools through involvement with the National Forum for Black Public
Administrators (NFBPA), the Hispanic Network's National Corporate
Advisory Council and other organizations
• Full -service engagement includes advertising, preparation of a recruitment
brochure, background, reference and academic verification checks and
Delivering value on up to three on -site visits
the City's budget . Work closely to meet the City's needs and any unexpected circumstances
that may arise during the course of your recruitment in order to expedite
the recruitment, but not at the expense of finding high quality candidates
• Focus on assisting with your executive recruitment until you make an
appointment
Triple guarantee . Guarantee your executive recruitment for 12 months against termination
or resignation for any reason — or we come back to fill the position for no
additional professional fee
A
TAB A: QUALIFICATIONS AND EXPERIENCE
• Commitment not to not directly solicit any candidates selected under this
contract for another position while employed with your organization
No preconceived notions or expectations about the City and candidates
Transparency and ' Work closely with the City to make sure the process is transparent
confidentiality • Ensure applications are kept confidential, where permitted by state and
local laws, to ensure candidates can express interest without jeopardizing
current employment to maximize the number qualified applicants
• Comprehensive process incorporates the active participation of the City
Manager, Human Resources or designee at key steps in the process
Keeping the City . Keep decision makers fully advised and informed of all aspects of the
involved and process without requiring them to expend substantial amounts of time or
minimizing disruption putting aside other pressing issues.
• City staff can stay focused on their primary and assigned functions while
Baker Tilly manages the search process
BAKER TILLY DIFFERENTIATES ITSELF FROM OTHER EXECUTIVE RECRUITMENT FIRMS
The City of Lubbock ,i:Jl benefit f,'on? our understanding of hest practices w1thb, the executive recruitment sp-:ice
2. Identify the project nlanager and each individual who svill work as part of the team to rnanage the contract.
Includee resumes for earn pr rso-o to be assigned. Include aunt professional desiGnations ;ld affiliations.
cerfificalions and Gcen e, etc.
Lubbock will work with a consistent team of Value Architects TM who understand your organization and
can add value from day one. The combination of your engagement team's executive recruitment
experience and service knowledge translates into tangible results for the City.
Aligning key engagement team members with your goals
Within Baker Tilly, our executive recruitment team consists of
ten recruitment consultants and project coordination staff
available to meet your executive recruitment needs. Each
400+ recruitments
consultant assigned to your recruitment has experience working
with cities, counties, special districts, not -for -profit organizations
Your engagement team has
and school districts, and the many different disciplines that
conducted more than 400
comprise the City of Lubbock's organization. Our consultants
successful recruitment
bring an experienced, participatory and energetic perspective to
projects since 2017.
each engagement. As such, we reflect our unique approach and
individualized touch in our internal standard and commitment to outstanding service that meets or
exceeds your expectations. Since 2017, our combined consultant team has conducted more than 400
executive searches.
The Baker Tilly project team will collaborate with the City's designated staff as your technical advisor. As
such, we conduct our recruitment processes in a clear, effective, efficient, transparent and professional
manner consistent with "best practices" in the public sector executive recruitment space. Our agenda is
clear; "our agenda is your agenda." Our objective is to generate a list of highly skilled and educated
candidates and assist you with the screening and evaluation of these candidates.
We have structured the Baker Tilly project team to draw upon our 60-plus years of collective service to the
public sector and to leverage Baker Tilly's experience and capacity to find exceptional, qualified candidates.
TAB A: QUALIFICATIONS AND EXPERIENCE
Since its beginnings, our firm has emerged as a leader in human resource management consulting and
executive recruitment. It is our 30+ years of consulting experience, coupled with our unique approach and
personal touch that drives our internal standard for delivering outstanding services and leading -edge products.
Your handpicked team of professionals offers a collaborative focus supported by the breadth and depth of
our firm's national resources. We believe in strong personal relationships, and this means a personal
interest in the City of Lubbock from some of our most experienced team members. Engagement team
members are introduced below and complete resumes are available in Appendix B.
The proposed project team represents experienced professionals who will be working on your
recruitments. As such, we have selected a team of consultants who understand the traits, attributes and
characteristics essential to success in this position to meet four specific objectives for your organization.
First, this team represents experienced professionals who will directly champion every aspect of your
project to a successful culmination. Second, the team brings a range of expertise to identify and classify
competent applicants according to your business service requirements. Third, this team brings a national
perspective, experience and the knowledge necessary to achieve your established objectives. Fourth, our
approach exemplifies our commitment to personal and professional responsibility for the services and
outcomes we deliver to Lubbock.
Engagement organization
Lubbock,City of
e Edward Williams
Director
goo
I e Art Davis
Director
eoe
�10 Yolanda Howze
Director
e= Karen Edwards
°
Recruitment Analyst
e_ Michelle Lopez
Senior Recruitment
Analyst
m 0 P
> Patty Heminover
Director
Anne Lewis
o = Project Team Leader
Ell
Cecilia Hernandez
Senior Recruitment
Analyst
Emfil
Diane Segulia
Recruitment Analyst
[I.-C-1
_Carrie Thompson
_g Recruitment Analyst
N.
TAB A: QUALIFICATIONS AND EXPERIENCE
2500 Dallas Parkway, Suite 300, Plano, TX 75093
+1 (214) 842 6478 1 eawara wmiarns-,aoaKen:qiy corn
Edward has more than 20 years of collective experience in human resources and
organizational development at various levels and across various disciplines including, state
and municipal government, community and educational institutions. His areas of
expertise include human development, process improvement, workforce planning.
executive recruiting, strategic planning, management and leadership development
classification, compensation, benefits administration, performance management,
employee recognition, employee wellness and benefits administration. He has served as
director of human resources and organizational development, for the City of Missouri
City, deputy personnel director for the State of Missouri and training and performance
consultant for the Metropolitan Community Colleges Business and Technology Center in
Kansas City, Missouri. Edward holds a Ph.D. in Educational Leadership and Policy
Analysis from the University of Missouri, Educational Specialist degree in Higher
Educational Administration, Master of Higher Education Administration, and Bachelor's in
Education from the University of Missouri. He is bilingual and proficient (reading, writing
and speaking) in the Spanish language.
&L
Davis,irt Director
5440 West 110th Street, Suite 300, Overland Park, KS 66211
+1 (816) 868 7042 1 isCc^vbakertdly corn
Art is a director in Baker Tilly's executive recruitment practice. He is responsible for
managing and conducting executive recruitment engagements for the firm to ensure their
integrity, timeliness and adherence to budget parameters. He has more than 30 years of
experience in local government, executive recruitment and organizational management.
Art has served as a city administrator in Missouri and in other local government positions
in Kansas He specializes in providing executive recruitment and organizational
management consulting services for cities, counties and not -for -profits Art earned a
Master of Public Administration from the University of Kansas as well as a Bachelor of
Arts, political science and public administration from William Jewell College
30 East Seventh Street, Ste. 3025, St. Paul, MN 55101
+1 (651) 223 3058 1 au, _riCnmiuvt:!,1: uar, IAA nr
Patty has been with the firm since 2010. She has more than 20 years of public education
experience, most recently as superintendent of South St. Paul Schools in South St. Paul,
Minnesota. She brings considerable experience developing budgets, leading
organizational and process improvements and successfully overseeing conflict
resolution. Patty was also South St. Paul Schools' director of human resources and
finance, prior to serving as its superintendent. She served for three years as the co -
superintendent of schools for Cleveland Public Schools in Cleveland, Minnesota, after
working as its director of human resources and business services for six years. Patty has
received a School Finance Award, technology leadership awards and helped establish
the first K-12 International Baccalaureate School District in Minnesota. She earned a
Master of Education Administration from Minnesota State University
TAB A: QUALIFICATIONS AND EXPERIENCE
205 North Michigan Avenue, 28"' Floor, Chicago, IL 60601
+1 (312) 240.34011 yolanda.howze @bakertilly,com
Yolanda is a well -regarded, award -winning human resources professional with more than
20 years' public sector human resources experience —primarily in municipal government.
Yolanda was assistant to the city manager/director of human resources with the City of
University City, Missouri and director of human resources with the City of Bellaire, Texas.
Prior to joining Baker Tilly, Yolanda was a senior consultant II with Gallagher's Human
Resources Compensation & Consulting practice where she was responsible for
managing projects and providing consulting services to public sector and higher
education clients in all aspects of classification and compensation systems and other
areas of human resources As a human resources leader, Yolanda's experience and
competencies include full cycle recruiting and retention (including executive recruiting),
total rewards and classification administration, performance management, project
management, HRIS and process improvement, change management, labor relations,
emergency management and disaster recovery, training and organizational development,
and safety and risk management. Yolanda earned a dual Bachelor of Arts in psychology
and organizational leadership from Maryville University in St. Louis, as well as a Master
of Arts in public administration and policy analysis from Southern Illinois University -
Edwardsville. Yolanda is also a Senior Certified Human Resources Professional—SPHR.
SHRM-SCP, IPMA-SCP. Her peers selected her as the 2015 Texas Municipal Human
Resources Association (TMHRA) Human Resources Professional of the Year.
Anne Lewis, Practice Leader I •
8219 Leesburg Pike, Suite 800, Tysons, VA 22182
+1 (703) 923 8214 1 ne lewis(u)bakertilly. com
Anne leads Baker Tilly's public sector executive recruitment team. Prior to joining Baker
Tilly, Anne served as an assistant county administrator for a Virginia county, a deputy city
manager and an assistant city manager for two Virginia cities. Over the last 17 years, her
experience in local government has also included positions as an emergency
management deputy director, public information officer, human resources manager,
parking authority executive director, housing director, transit director and convention &
visitor's bureau executive director. She also has had responsibility for parks, recreation
and community services, information technology, animal services, general services and
legislative programs. She specializes in providing executive recruitment services to local
governments and nonprofits. Anne holds a Master of Science as well as a Bachelor of
Science from Shenandoah University.
Karen is a recruitment analyst with Baker Tilly's executive recruitment practice group.
Her responsibilities include assisting in the coordination of executive recruitments. Karen
manages outreach, generates reports, conducts detailed background checks and
analyzes data to ensure the success of all engagements. She has more than 30 years of
experience in human resources, administrative positions and customer service. Karen
earned a Bachelor of Science in business administration - human resource management
from Western Governors University.
10
TAB A: QUALIFICATIONS AND EXPERIENCE
She creates reports, submits profiles to conduct background checks and verification of
their education, and stays connected with candidates throughout the complete
recruitment process. Cecilia is experienced in working with local governments. Prior to
employment with Baker Tilly, she worked in implementing retention of local government
records. Cecilia holds a Master of Public Affairs from the University of Texas at Dallas
with a Local Government Concentration and a Bachelor of Science in public affairs from
the University of Texas.
MIGIlelle LVPeL, Jel1101' ReGTU1TRlellt Nlldly5l
Michelle is a senior recruitment analyst with Baker Tilly's executive recruitment practice
group. Known for her attention to detail and organizational skills, Michelle plays a key
role in ensuring that recruitment projects are completed in a thorough and timely manner.
Her colleagues appreciate her customer service skills and determination to ensure that
both clients and candidates remain informed and engaged throughout the recruitment
process. Her responsibilities include organizing assignments and workflows, coordinating
information and resources, and identifying, analyzing, and implementing solutions to
ensure her team and clients always have the latest recruiting tools at their disposal.
Michelle has an Associates in Arts degree and more than 10 years of experience as a
key support staff member. Michelle has an Associates in Arts degree and more than 10
years of experience as a key support staff member. She is currently pursuing a Bachelor
of Science degree in organizational leadership.
Diane is a recruitment analyst with Baker Tilly's executive recruitment practice group.
She is a team player who prides herself on delivering high quality work to the team.
Diane joined Baker Tilly in 2015 as the receptionist. She joined the executive recruitment
practice group as an administrative assistant in October 2019 and began her role as a
recruitment analyst in June 2022. Her responsibilities include conducting research for the
consultants, completing background checks, coordinating information and resources, and
collaborating with candidates and clients through all phases of an executive recruitment.
Carrie is a recruitment analyst with Baker Tilly's executive recruitment practice group and
has more than four years of experience in recruiting coordination including interview
scheduling and candidate communication. She facilitates smooth sailing during the
recruitment process. Carrie runs reports, coordinates outreach and organizes important
documents. Along with her work behind the scenes, she collaborates with clients and
candidates to help them on their journey to success. Carries earned a Bachelor of Arts in
communication with a concentration in media production and criticism from George
Mason University.
LUBBOCK WILL RECEIVE TANGIBLE RESULTS WITH BAKER TILLY
i itt $I1Qel (iE111E1?f tea+;'? mErii6c7-S 2r3 i:0r"tl;littcti 10 U:)GpC%; 'j success. T1781� Il7�Jil.ai� @T,n;?T;EfiCc d%i Cf :i c;1?CE P.XUc; rii5?
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11
TAB A: QUALIFICATIONS AND EXPERIENCE
Committing to responsiveness and accessibility
Lubbock can expect a genuine, meaningful relationship with Baker Tilly throughout the year — not just
during the executive recruitment services engagement.
Real-time communication and responsiveness are key to our relationship, and the City will work with
dedicated engagement team members who will be available when you need us, where you need us, for
as long as you need us. We will resolve your issues quickly and offer timely, forward -looking insight and
advice to benefit your organization.
Building trust and maximizing value with significant involvement
We will be responsive to your needs, quickly resolve challenges and build trust. You can expect to
receive technical insights and an approach customized to your unique structure, culture, timing and
strategic goals.
The graphic below details how we will build trust and maximize value with the City.
Answers to
e:Technical
pertise and
questions
quty assurance
yearround
Time
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your unique
Key
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COLLABORATING WITH YOU AS YOUR TRUSTED VALUE ARCHITECT TM
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V'CUI' pl,7a?li_;]6� 11 Anil l?r"C BSS2S to Cl -hver VaiU throughout lout tt;e yE a(.
12
TAB A: QUALIFICATIONS AND EXPERIENCE
Cultivating an engaging culture to offer a consistent team
You can expect to see the same engagement team members every year
and avoid the time and cost commitments of onboarding a new team.
We view our commitment to staff continuity as the cornerstone of .10
building a lasting relationship with the City of Lubbock.
Exceptional professionals thrive at Baker Tilly because we cultivate an w
engaging culture through diversity and inclusion, work -life balance,
continuous learning opportunities, career advancement and employee EMPHASIZING OUR CULTURE
recognition. As a result, we had our lowest firm turnover in a decade rhf
t make our firm sperra`? The _emph�sls
we put on our culture 'N, take case of ou!
during fiscal year 2021. We invite you to click on the video to the right oeoe'e so wo can take care of our
to learn more about Baker Tilly's unique culture.
Ir EVIDENCE OF OUR TEAM MEMBER -FOCUSED CULTURE AND COMMITMENT TO EXCELLENCE
Ranked as the 10th
largest accounting and
advisory firm in the U.S.
according to INSIDE
Public Accounting's 2022
Top 500 Firms list
INSID^
FIRMS
Ranked as a top 10
accounting and
advisory firm for
workplace prestige and
quality on Vault
Accounting's Accounting
50 list; culture is the
number one reason that
team members join our
ranks and stay at our firm
Recognized as one of America's
Best Large Employers in 2021 and
2022 by Forbes
For the seventh year in a row,
Baker Tilly has been certified as a
Great Place to Work®
Received 250+ culture awards and
workplace recognitions firmwide
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CULTIVATING AN ENGAGING CULTURE
Our comoilarieni i+? JiY3CGng and retaining a top-quality NOrnfbrC�, benefits i.C//Jno& roi-ou h engaged team member,
;and Staff continuity
13
Baker Tilly US, LLP
2500 Dallas Parkway, Suite 300
November 28, 2022
Plano, TX 75093
T: +1 (972) 748 0300
Ms. Marta Alvarez
F: +1 (214) 452 1165
Director of Purchasing and Contract Management
bakertilly.com
City of Lubbock
1314 Ave K, 9th Floor
Lubbock, Texas 79457
Best and final offer for RFP 23-16872-MA Executive Recruitment Services
Dear Ms. Alvarez:
Baker Tilly is excited about the opportunity to work with the City of Lubbock and hereby present our Best
and Final Offer (BAF) as you requested, in association with our proposal to recruit various high-level
public sector leaders as you deem necessary.
Our proposal includes an all-inclusive professional fee that includes the cost of services by the project
team leader, project support staff and all project -related expenses such as advertising, preparation of
marketing, recruitment and outreach materials, mailings, printing, candidate report check reference report
and academic verification, travel expenses for on -site visits. Please note expenses associated with
candidates' travel to your site for interviews with your appointing authorities are the client's responsibility.
Thus, you may manage travel arrangements directly with the candidates.
Additionally, Baker Tilly will include the opportunity for your hiring authority to complete a leadership
assessment that will enable us to establish a benchmark of traits, attributes and other characteristics
based on your view of the essentials of each position. We will then ask the finalists you select to complete
the same tool to allow us to prepare an individual talent report and gap analysis. We believe that these
reports are "value added" services that may provide you with an additional resource by which you can
evaluate the applicants you select. This service is at no additional charge for this search.
Baker Tilly will bill for this engagement in four installments: 30% upon execution of this agreement, 30%
at Phase I, 30% at Phase II; and 10% upon acceptance of an employment offer by the finalist. The fee is
not contingent. If you terminate this engagement before completion, Baker Tilly shall invoice the City for
any unpaid portion of the fee.
PROPOSED
Phase /
Task 1 — Project kickoff; candidate profile; development of marketing, recruitment, and $6,190
outreach strategy
Task 2 — Acknowledge applications and begin reviewing and classification of all applicants $41390
Phase 11
Task 3 — Develop and assign Due Diligence Questionnaire, Applicant Questionnaire,
One -Way Video Interview questions (customized to each search); review responses; $6,280
prepare electronic Semi -Finalist Report for client evaluation and selection of potential
finalists
Task 4 — Secure up to ten references; conduct background check that includes, but is
not limited to consumer credit, bankruptcy, city/county (criminal), state district superior $3,500
court, city/county (civil litigation), state district superior court (civil litigation),
BEST AND FINAL OFFER FOR EXECUTIVE RECRUITMENT SERVICES
judgments/tax liens, federal district (criminal), motor vehicle driving record, federal district
(civil litigation), academic credentials verification, professional certification verification,
social security, sex offender registry, etc.; administer leadership/management
assessment, Finalist Report, (resumes, cover letter, Due Diligence Questionnaire,
Candidate Questionnaire Response, Reference Report, media presence and social
media check report)
Phase N
Task 5 — Interview process preparation, invitations, technical support, suggested $6,590
interview questions; final process/on-site interviews with finalists
Conclusion - -
Assistance and technical support for total rewards (salary and benefits), employment offer negotiation,
offer and acceptance by finalist
TOTAL ALL -I NR6y,,$ E. iE EI $25,725
* BAKER TILLY IS OFFERING A PROFESSIONAL FEE REDUCTION OF 10%
for subsequent recruitments within a 12-month period.
At your request, Baker Tilly can conduct a web -based community survey to help your
organization identify key issues or priorities that your organization may consider as you
launch an executive search. Depending on your need, we administer the survey, which
$1,650
your residents, community leaders, employees or designated key stakeholders may
complete. Please note that this type of survey may alter the overall project timeline.
On rare occasions, a client desires the delivery of additional search -related services from
the Baker Tilly executive search team. Services not included in the proposed scope of
services include additional visits by the project team leader to your organization. Baker Tilly
$300 per
will bill Lubbock at an hourly rate of $300, plus expenses for additional work specifically
hour plus
requested by your organization that is outside of the scope of this project or as described
in the proposed scope. Prior to beginning these services, Baker Tilly will prepare and
expenses
submit a written explanation of the additional services requested and the estimated number
of hours required prior to commencing any additional services.
COMMITMENT TO VALUE FOR FEES
Lubbock can expect exceptional service paired with a fair, competitive fee arrangement that allows us to deliver
continuous value throughout our relationship.
Please direct all questions regarding project scope, timelines, professional fees, and project -related
expenses to or call Edward at (214) 842 6478.
Thank you for the opportunity to serve you.
Sincerely,
BAKER TILLY US, LLP
Anne Lewis, Director, Practice Leader
+1 (703) 923 8214 1 anne.lewis(a)_bakertilly.com
Exhibit D
Commercial General Liability Requirements: $1 M occurrence $2M aggregate (can be combined with an
Excess Liability to meet requirement). Commercial General Liability to include Products — Completion/OP,
Personal and Advertising Injury, Contractual Liability, Fire Damage (any one fire), and Medical Expenses (any
one person).
Professional Liability Requirements: $1 M occurrence $2M aggregate
Workers Compensation Requirements: Statutory. If the vendor is an independent contractor with no employees
and are exempt from providing Workers' Compensation coverage, they must sign a waiver (obtained from COL
Purchasing) and include a copy of their driver's license. Employer Liability ($1) is required with Workers
Compensation.
• The City of Lubbock (including its officials, employees and volunteers) shall be afforded
additional insured status on a primary and non-contributory basis on all liability policies except
professional liabilities and workers' comp.
• Waivers of Subrogation are required for CGL, AL, and WC.
• To Include Products of Completed Operations endorsement.
• Carrier will provide a 30-day written notice of cancellation, 10-day written notice for non-payment.
• Carriers must meet a A.M. Best rating of A- or better.
• Subcontractors must carry same limits as listed above.
CERTIFICATE OF INTERESTED PARTIES
FORM 1295
loft
Complete Nos. 1- 4 and 6 if there are interested parties.
OFFICE USE ONLY
Complete Nos.1, 2, 3, 5, and 6 if there are no interested parties.
CERTIFICATION OF FILING
Certificate Number:
i
Name of business entity filing form, and the city, state and country of the business entity's place
of business.
2022-958396
Baker Tilly US, LLP
Plano, TX United States
Date Filed:
11/23/2022
2
Name of governmental entity or state agency that is a party to the contract for which the form is
being filed.
City of Lubbock
Date Acknowledged:
3
Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a
description of the services, goods, or other property to be provided under the contract.
17021
Executive Recruitment Services
4
Name of Interested Party
City, State, Country (place of business)
Nature of interest
(check applicable)
Controlling
Intermediary
5
Check only if there is NO Interested Party.
X
6
UNSWORN DECLARATION
My name is and my date of birth is
My address is
(street) (city) (state) (zip code) (country)
I declare under penalty of perjury that the foregoing is true and correct.
Executed in County, State of on the day of , 20
(month) (year)
Signature of authorized agent of contracting business entity
(Declarant)
Forms provtaea ny -rexas Ethics Commission www.ethics.state.tx.us Version V3.5.1.eb87eM
CERTIFICATE OF INTERESTED PARTIES
FORM 1295
loft
Complete Nos. 1- 4 and 6 if there are interested parties.
OFFICE USE ONLY
Complete Nos.1, 2, 3, 5, and 6 N there are no interested parties.
CERTIFICATION OF FILING
Certificate Number:
1
Name of business entity filing form, and the city, state and country of the business entity's place
of business.
2022-958396
Baker Tilly US, LLP
Plano, TX United States
Date Filed:
11/23/2022
2
Name of governmental entity or state agency that is a party to the contract for which the form is
being filed.
City of Lubbock
Date Acknowledged:
12/08/2022
3
Provide the identification number used by the governmental entity or state agency to track or identify the contract, and provide a
description of the services, goods, or other property to be provided under the contract
17021
Executive Recruitment Services
4
Name of Interested Party
City, State, Country (place of business)
Nature of interest
(check applicable)
Controlling
Intermediary
5
Check only if there is NO Interested Party.
X
6
UNSWORN DECLARATION
My name is and my date of birth is
My address is
(street) (City) (state) (zip code) (country)
I declare under penalty of perjury that the foregoing is true and correct.
Executed in County, State of on the day of , 20
(month) (year)
Signature of authorized agent of contracting business entity
(Declarant)
rorms proviOeD Dy Texas tunics Commission www.ethics.state.tx.us Version V3.5.1.eb87ef42