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Financial Services January 16, 2014 To: Board of Education Cindy Stevenson, Superintendent From: Lorie Gillis, Chief Financial Officer Betty Standley, Director of Purchasing Subject: Superintendent Search Services RFP ___________________________________________________________ As requested at the January 9 Board of Education Study Session, we are providing additional information regarding the Executive Search Services Request for Proposals (RFP) process. The following documents are being provided for your review: Attachment 1 – Final Request for Proposal Executive Search Services o Final copy of the RFP document which was posted on Rocky Mountain e-Purchasing on January 13, 2014. o Board directed changes from the January 9 Study Session were incorporated in the RFP. o Because schedules were still being coordinated when the RFP document was issued, any changes to dates will be communicated in the RFP Addendum which will be issued on January 22. Attachment 2 – Draft Proposal Evaluation Form o This form will be used by the RFP evaluation committee to evaluate proposals. o Evaluation criteria requested by the Board has been incorporated. o Overall the proposals are worth 100 points. Please review the total weighted points assigned to each evaluation criteria. o This form must be finalized prior to review of proposals. o Revisions will be compiled and a final evaluation form submitted for Board review at the January 30 Study Session. Attachment 3 – Guidelines for Proposal Review o The attached guidelines will provide guidance on the use of the qualitative ratings of excellent, above average, average and below average. Attachment 4 – Evaluation Committee Responsibilities Form o This form outlines the responsibilities of RFP evaluation committee members. o A signed form is required from each evaluation committee member, prior to receiving proposals for review. o Please submit this signed form to the Board office by January 28.
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Page 1: Financial Services - BoardDocs · 2019. 5. 28. · CONTINUATION SHEET REQUEST FOR PROPOSAL NO. 23431 EXECUTIVE SEARCH SERVICES 2 OVERVIEW OF THE DISTRICT Jefferson County School District

Financial Services

January 16, 2014 To: Board of Education

Cindy Stevenson, Superintendent From: Lorie Gillis, Chief Financial Officer Betty Standley, Director of Purchasing Subject: Superintendent Search Services RFP ___________________________________________________________ As requested at the January 9 Board of Education Study Session, we are providing additional information regarding the Executive Search Services Request for Proposals (RFP) process. The following documents are being provided for your review:

Attachment 1 – Final Request for Proposal Executive Search Services o Final copy of the RFP document which was posted on Rocky Mountain

e-Purchasing on January 13, 2014. o Board directed changes from the January 9 Study Session were incorporated

in the RFP. o Because schedules were still being coordinated when the RFP document was

issued, any changes to dates will be communicated in the RFP Addendum which will be issued on January 22.

Attachment 2 – Draft Proposal Evaluation Form o This form will be used by the RFP evaluation committee to evaluate proposals. o Evaluation criteria requested by the Board has been incorporated. o Overall the proposals are worth 100 points. Please review the total weighted

points assigned to each evaluation criteria. o This form must be finalized prior to review of proposals. o Revisions will be compiled and a final evaluation form submitted for Board

review at the January 30 Study Session.

Attachment 3 – Guidelines for Proposal Review o The attached guidelines will provide guidance on the use of the qualitative

ratings of excellent, above average, average and below average.

Attachment 4 – Evaluation Committee Responsibilities Form o This form outlines the responsibilities of RFP evaluation committee members. o A signed form is required from each evaluation committee member, prior to

receiving proposals for review. o Please submit this signed form to the Board office by January 28.

Page 2: Financial Services - BoardDocs · 2019. 5. 28. · CONTINUATION SHEET REQUEST FOR PROPOSAL NO. 23431 EXECUTIVE SEARCH SERVICES 2 OVERVIEW OF THE DISTRICT Jefferson County School District

Superintendent Search Services RFP January 16, 2014 Page 2 The next steps for the evaluation committee in the RFP process for the executive search services are:

Event Date

RFP advertised January 13, 2014

Questions from vendors will be collected.

No questions will be accepted following

this deadline. An addendum containing all

questions and responses will posted on

http://www.govbids.com/scripts/co1/public/

home1.asp

January 17, 2014, no later than 2:00 p.m.

(our clock)

Board of Education and staff provide

responses to vendor questions.

(Per Board direction any questions

requiring answers from the Board will be

sent to Mr. Newkirk.)

January 22, 2014, noon

Addendum posted (A final copy of the

Addendum will also be provided to the

Board.)

January 22, 2014, close of business

Proposals due January 29, 2014, no later than 2:00 p.m.

(our clock)

Board to individually review Draft

Proposal Evaluation Form and provide

feedback to Helen Neal.

January 23, 2014

Evaluation Committee Responsibilities

form to be reviewed, signed by Board

members and returned to Helen Neal.

January 28, 2014

Board Members will receive copies of

vendor proposals as well as final

Evaluation Proposal forms.

January 30, 2014

Board Members and staff on evaluation

committee individually review and evaluate

proposals.

January 30 – February 4, 2014

Individual ratings from Board Members

and staff on evaluation committee

due to Betty Standley, Purchasing Director.

February 4, 2014, 3:00 p.m.

Evaluation committee meets to review

ratings, select finalists to interview, and to

develop agenda and questions for finalists.

February 5, 2014, 5:30–7:30 p.m.

Seminar Room

Finalists notified. February 6, 2014

Finalist interviews (if required).

Vendor selection made.

February 18, 2014, 5:30–9:30 p.m.

Seminar Room

Agreement effective date. February 26, 2014

If there are any questions regarding this process, please direct them to Helen Neal, and she will coordinate getting responses to you.

Page 3: Financial Services - BoardDocs · 2019. 5. 28. · CONTINUATION SHEET REQUEST FOR PROPOSAL NO. 23431 EXECUTIVE SEARCH SERVICES 2 OVERVIEW OF THE DISTRICT Jefferson County School District

EXECUTIVE SEARCH SERVICES

Request for Proposal (RFP) # 23431

Date of Issue: January 13, 2014

Question cut off: January 17, 2014 at 2:00 p.m. (our clock)

RFP Close Date: January 29, 2014 at 2:00 p.m. (our clock)

Proposal to be returned PRIOR to time and date above.

RESPONDENT’S CERTIFICATION

The undersigned, having carefully examined all of the documents pertaining to the subject project,

including the project specifications, agreement, and Terms & Conditions, hereby proposes to furnish all

required labor, materials equipment, tools and insurance to complete the work described in their proposal

document in strict accordance with the project documents for the price set forth herein.

The Respondent’s Certification must be signed by an authorized agent and returned with Firm’s proposal.

RETURN TO:

Betty Standley, Purchasing Director

Jefferson County School District No. R-1

Education Center, Purchasing Dept.

1829 Denver West Drive, Bldg #27, 3rd

floor

P.O. Box 4001

Golden, Colorado 80401-0001

(303) 982-6750

Company Name _____________________________________

Address _______________________________________________________

City ________________________ State _____ Zip___________

Telephone No. ________________________________

Fax No. _____________________________

Contact Name ____________________________________, Title __________________________

By __________________________________________

(Authorized Signature)

Email ______________________________________

Page 4: Financial Services - BoardDocs · 2019. 5. 28. · CONTINUATION SHEET REQUEST FOR PROPOSAL NO. 23431 EXECUTIVE SEARCH SERVICES 2 OVERVIEW OF THE DISTRICT Jefferson County School District

CONTINUATION SHEET

REQUEST FOR PROPOSAL NO. 23431

EXECUTIVE SEARCH SERVICES

1

TABLE OF CONTENTS

OVERVIEW OF THE DISTRICT………………………………………..….2

PURPOSE………………………………………………………………….....2

GENERAL CONDITIONS……………………………………………….….3

SPECIAL CONDITIONS…………………………………………………....5

SCOPE OF WORK……………………………………………………...…...5

PROPOSAL SUBMISSION REQUIREMENTS…………………………....6

EVALUATION CRITERIA………………………………………………....7

SCHEDULE……………………………………………………………..…...8

TERMS AND CONDITIONS…………………………………………….…8

SAMPLE AGREEMENT………………………………………..………….14

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CONTINUATION SHEET

REQUEST FOR PROPOSAL NO. 23431

EXECUTIVE SEARCH SERVICES

2

OVERVIEW OF THE DISTRICT

Jefferson County School District No. R-1 (District or Jeffco), a large school district in Colorado,

serves a geographic area of approximately 800 square miles and has a current enrollment of over

86,000 students. We have a diverse student population, 67% white, 24% Hispanic, 4% multiple race,

3% Asian/Pacific Islander, 1% Black and 1% American Indian/Alaska Native. 34.4 percent of our

students qualified for free and reduced lunch in 2012-2013. As Jefferson County’s largest employer,

the District employs over 12,000 full and part time professional and support personnel located in over

155 schools and office facilities. For more information visit the website at

http://www.jeffcopublicschools.org/

The District has a tradition of excellence. Jeffco students continue to outperform the state in all grade

levels and content areas on CSAP tests. U.S. News & World Report ranks six Jeffco high schools in

the top 40 on their 2013 Best High Schools list. In 2013, The Washington Post released its list of

most challenging high schools in the High School Challenge 2012 and five Jeffco schools are on the

national and state rankings. Jeffco ties for the second best graduation rate of the nation’s 50 largest

school districts, according to Education Week’s Diplomas Count report. The 2011-2012 graduation

rate was 81.4%. In 2013, Jeffco High School graduates received approximately $54.7 million in

scholarships.

The District is overseen by a Board of Education that is composed of five members elected to

alternating four-year terms. Elections are held every two years. Board members are elected at large,

but represent a specific area of the county. Three new board members were elected in the November

2013 election. Two board member’s terms expire in November 2015. Board members are not paid;

they give freely of their time to serve the community.

The Board of Education has drafted the following student achievement goals, which are anticipated to

be approved at the January 16, 2014 Board Meeting.

Ends 1: Every student will master the Colorado Content Standards at grade level.

The percentage of proficient/advanced third grade students in reading on

TCAP will increase from 80% to 85% by August of 2015. (The second

year of this goal will have to be determined based on the changes in

testing.)

The percentage of proficient/advanced fourth grade students in math on

TCAP will increase from 77% to 80% by August of 2015. (The second

year of this goal will have to be determined based on the changes in

testing.)

The percentage of proficient/advanced students in writing on TCAP will

increase to:

o Elementary – 64%

o Middle level – 66%

o High school – 59%

By August of 2014.

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CONTINUATION SHEET

REQUEST FOR PROPOSAL NO. 23431

EXECUTIVE SEARCH SERVICES

3

Ends 2: Every student will achieve at least one year's growth, or more as needed

to catch up, in every year of school and be ready for the next level.

The percentage of third graders scoring in the unsatisfactory category on

third grade reading TCAP will decrease by 1 percentage point each year

in 2014 and 2015. (Current percentage is 6%). (The second year of this

goal will have to be determined based on the changes in testing.)

The percentage of ALP students who have growth measures over 50 will

increase:

In writing from (54) to (56)

In math from (60) to (62)

In reading from (57) to (59)

By August of 2014. (The second year of this goal will have to be determined

based on the changes in testing.)

Ends 3: Every student will graduate career and workforce and/or post-secondary

ready.

The college remediation rate for Jeffco graduates will decrease from

29.8% (2011-2012 data) to 27.8% by Spring 2015.

The Superintendent serves at the pleasure of the Board and carries out the policies established by the

Board. Dr. Cindy Stevenson, the current superintendent of Jefferson County School District No. R-1,

will retire on June 30, 2014 after being with the district for forty-one years, 12 of which were as

superintendent.

PURPOSE

Through this request for proposal process, the Board desires to enter into a contract with a qualified

executive search firm to assist the Board of Education in a comprehensive nationwide superintendent

search for Jefferson County School District No. R-1 in accordance with the terms and conditions of

the Request for Proposal.

GENERAL CONDITIONS

1. All prices shall be quoted FOB destination.

2. The respondent(s) shall be in agreement with all provisions of the Request for Proposal. Any

request for deviations/exceptions to the technical requirements, data requirements, and/or terms

and conditions of the Request for Proposal must be explained in detail on respondent’s letterhead

and included in the proposal response.

3. Proposals may be held by the District for a period not to exceed ninety (90) days from the date of

the closing of the RFP process for the purpose of reviewing the proposals and investigating the

qualifications of Respondent prior to awarding the contract.

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CONTINUATION SHEET

REQUEST FOR PROPOSAL NO. 23431

EXECUTIVE SEARCH SERVICES

4

4. Proposal responses must include all of the information requested. Proposals may be rejected by

the District if the respondent(s) fail to completely provide all information necessary for a complete

understanding of the proposal or fails to answer all questions adequately.

5. District reserves the right to waive any technical or formal errors or omissions, and to accept or

reject in part or in whole any or all proposals submitted.

6. Any award made will be to the respondent(s) whose technically acceptable offer will be the most

advantageous to the District considering the evaluation criteria listed in EVALUATION

CRITERIA, page 7.

7. Any written statement made as part of the proposal, including the RFP may become part of the

final contract. Any addenda to the respondent's original proposal, such as letters, facsimile, and

any other written clarifications and commitments may also become part of the final contract.

8. The effective period of contracts resulting from this proposal shall be for a period of one year from

the date of award, or upon satisfactory completion of services.

9. The respondent(s) guarantees prices for the services will not increase during the initial term of the

agreement. If prices decrease during the term of this contract, the successful respondent must

notify the District of the lower prices.

10. The District reserves the right to cancel at any time any awards occurring as a result of this

proposal without cause. If it is determined by the Director of Purchasing that quality of product

or vendor service/performance is unacceptable, the District reserves the right to cancel any

awards.

11. All information shall be submitted at the dates and times indicated herein to:

Betty Standley, Purchasing Director

Jefferson County School District No. R-1

1829 Denver West Drive, Building #27

Golden, CO 80401-0001

[email protected]

All contacts regarding this Request for Proposal during the submittal preparation and evaluation

period must be done in writing through the Jefferson County School District Purchasing

Department.

This restriction does not apply to:

District initiated communications to satisfy clarification questions as part of the stage one

evaluation process.

Scheduled product demonstrations and vendor interviews during the second stage evaluation.

In the event that a firm has contact with any official, employee or representative of the

District in any manner contrary to the above requirements, said firm may be disqualified

from further consideration.

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CONTINUATION SHEET

REQUEST FOR PROPOSAL NO. 23431

EXECUTIVE SEARCH SERVICES

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SPECIAL CONDITIONS

1. Each respondent shall submit all information requested, in the order specified in the Proposal

Submission Requirements. Failure to do so may result in the proposal being rejected. Proposals

shall be straightforward and concise and shall demonstrate the proposer’s ability to satisfy

the requirements of the RFP.

2. This process is a Request for Proposal/Competitive Negotiation process. As such, only the names

of the respondents shall be read at the closing of proposals. The District reserves the right to

negotiate on any or all components of each proposal submitted. From the time the proposals are

submitted until the formal award of a contract, each proposal is considered a working document

and as such will be kept confidential. The negotiation discussions will be held as confidential as

well until such time as the award is completed.

The District, at its discretion, may utilize a Best and Final Offer (BAFO) process. If this process is

utilized, the purchasing agent shall submit to the respondents most likely to receive the award,

requests for specific clarification and allow vendors to enhance their pricing. Respondents are

encouraged to provide their best pricing and to not rely on the opportunity to submit a BAFO. The

purchasing agent shall coordinate the respondents’ responses for review by the evaluation

committee. The purchasing agent shall be the SOLE point of contact throughout the process for all

respondents.

3. The proposing firm shall submit one (1) original and seven (7) copies of their response and one

CD-ROM or thumb drive in write protected PDF format of their response. Each hard copy shall

be provided in a 3-ring, loose-leaf binder with the firm name, proposal name and number on it.

Although an electronic version of the attachments is available to assist respondents in preparing

proposals, the proposal must be submitted in hard copy.

4. Proposals submitted in response to this Request for Proposal shall become the property of the

District and be considered public documents under applicable Colorado state law. Financial

records marked as “Confidential” and submitted in a separate sealed envelope shall be returned to

the Respondent upon completion of the process. Entire proposals may not be marked as

“Confidential”. Proposals may be considered non-responsive and may not be accepted.

5. Respondents are responsible for downloading all addendum issued for this Request for Proposal.

It is not the District’s responsibility to ensure that a respondent is notified of issuance of

addendum. Addendums will be posted at http://www.govbids.com/scripts/co1/public/home1.asp

SCOPE OF WORK

Proposals must include, but not be limited to, the following activities:

a. Engage school system stakeholders, including board of education, employees, parents,

community leaders and business leaders in developing the criteria for superintendent

selection.

b. Develop job description and recruitment information for review by Board of Education

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CONTINUATION SHEET

REQUEST FOR PROPOSAL NO. 23431

EXECUTIVE SEARCH SERVICES

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and current superintendent.

c. Work with Board of Education and staff to develop a detailed timeline and work

schedule for the search. All activities of the recruitment process shall be included.

d. Prepare and distribute materials to advertise and recruit and maximize the number of

qualified candidates.

e. Receive and screen applications, coordinate the interview process, arrange any site

visits and make recommendations on candidates to the Board.

f. Background verification on candidates.

g. Negotiate agreement with successful candidate.

h. Maintain strict confidentiality throughout the process as directed by the Board of

Education.

i. Prepare and provide reports and recommendations to the Board as requested.

j. Provide any other assistance as necessary to facilitate the Board’s final selection of a

superintendent for a term to begin on July 1, 2014.

PROPOSAL SUBMISSION REQUIREMENTS

Proposals shall contain all sections described below in the order specified. Failure to adhere to this

outline and submittal information may eliminate the proposal from further consideration.

Proposals shall be straightforward and concise and shall demonstrate the proposer’s ability to satisfy

the requirements of the RFP.

1. Respondent’s Certification sheet signed by an authorized representative of your company in

unaltered fashion.

2. All addenda issued for this RFP should be included and signed by an authorized representative

of your Company.

3. Statement of Qualifications

a. Overview of firm submitting proposal

i. Main Office address.

ii. When organized and type of organization.

iii. Describe qualifications and experience of organization and assigned staff

performing the work described in the RFP document.

iv. Provide a description of successful superintendent of school searches conducted

by your firm for other K-12 school districts of similar or larger size to Jeffco.

v. Provide information demonstrating a track record of successful placement of

superintendents. How does your firm define successful? Provide the shortest

and longest tenure of superintendents appointed in other searches.

vi. Please provide any performance guarantees your firm offers.

b. Personnel to be directly assigned to this project. This shall include full-time, part-time

staff, consultants and subcontractors. The work groups qualifications and recent

relevant experience shall be demonstrated. Resumes of staff, consultants and

subcontractors shall be included which show education, background and relevant

experience.

c. Provide a statement as to whether the firm is currently engaged in any other projects

that might impact the timeline of this search or that would be a conflict of interest.

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CONTINUATION SHEET

REQUEST FOR PROPOSAL NO. 23431

EXECUTIVE SEARCH SERVICES

7

d. References for similar clients to whom you have provided superintendent search

services. Please provide organization name, client contact name, e-mail and phone

number.

4. Technical Proposal and proposed definitive Scope of Work (SOW) to include as a minimum

those tasks outlined under the Scope of Work Section beginning on page 5.

a. Provide a detailed plan for the completion of the SOW to include tasks, recommended

process for completion of each task, timeline for completion of tasks and staffing plan

showing who will be responsible for each task. Include any support required by the

Board and District staff. This section should also contain a discussion of any changes

or additional tasks recommended by the respondent.

b. Provide information on any special services or value added services that your company

will provide under this project that differentiate you from your competition.

c. Provide samples of any reports for the Board that are available and would be used in

this project.

d. Address how your firm would meet the Board’s desire to hire an innovative and

creative leader.

e. Discuss how your firm can be nimble and flexible in meeting Board’s needs throughout

the executive search process.

5. Cost Proposal shall include the following:

a. A total firm fixed price for the project.

b. A cost breakdown for each task showing the estimated number of man-hours, and

applicable hourly rates.

c. Any applicable travel or per diem costs or other expenses not accounted for in the

above cost breakdown. These are to be included in the total firm fixed price and will

not be in addition to.

d. Provide milestones and payment schedule related to these milestones, if progress

payments are required throughout the work rather than one payment being made at

completion.

6. Most recent audited financial statement of the responding company.

7. The proposing firm shall submit one (1) original, seven (7) paper copies, and one (1) electronic

copy on CD-ROM or flash drive with write protected PDF format of response. Each copy

shall be provided with the firm name and RFP name and number clearly marked.

EVALUATION CRITERIA

The information listed below is in a random order. Proposals will be evaluated based on the following

criteria:

1. Qualifications and experience of the firm

2. Qualifications and experience of the proposed staff.

3. Demonstrated experience in hiring innovative and creative leaders.

4. Demonstrated flexibility in meeting Board of Education’s needs throughout the executive

search process.

5. Technical proposal.

6. Staffing plan.

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CONTINUATION SHEET

REQUEST FOR PROPOSAL NO. 23431

EXECUTIVE SEARCH SERVICES

8

7. Cost.

8. Client References.

SCHEDULE

The following is the schedule of events for the RFP submittal and selection. The District reserves

the right to change the schedule.

Event Date

RFP

RFP advertised January 13, 2014

Questions from vendors will be collected.

No questions will be accepted following

this deadline. An addendum containing all

questions and responses will posted on

http://www.govbids.com/scripts/co1/public/

home1.asp

January 17, 2014 no later than 2:00pm

(our clock)

Addendum posted January 22, 2014 close of business

Proposals due January 29, 2014 no later than 2:00 p.m.

(our clock)

Finalist Interviews (if required) February 14, 2014 (date may be revised)

Agreement negotiated February 21, 2014

Contract effective date February 24, 2014

TERMS AND CONDITIONS

SUBMISSION: All bids/proposals must be sealed at submission. Late bids will not be accepted. No

oral, telephonic, telegraphic email or facsimile responses will be considered. A duly authorized

official must sign this bid. Signature indicates agreement to comply with all terms, conditions,

requirements and instructions of this bid as stated or implied herein. Signature indicates agreement to

furnish the proposed materials, supplies, products, equipment and/or services in strict accordance with

the conditions, requirements, and specifications herein. Should anything be omitted which is

necessary to clearly understand or should it appear that various instructions are in conflict, the

Respondent shall secure instructions at least 72 hours prior to the closing date and time.

AWARD: No award shall be made to any person, firm or corporation that is in arrears upon any

obligations to the District, or that otherwise may be deemed irresponsible or unreliable by the Director

of Purchasing or designee. The Director of Purchasing or designee reserves the right to waive any

technical or formal errors or omissions and reject any and all bids or to make an award, either in

whole or in part, by item, category, or total, whichever is deemed to be most advantageous to and in

the best interest of the District. In compliance with the provisions of Colorado Revised Statutes,

Sections 8-17-101 and 102, 8-18-101, and 8-19-101 and 102, preference shall be given to Colorado

labor and to resident Respondents against nonresident Respondents to the extent required by those

sections. It is understood and agreed that the District reserves the right to modify conditions,

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CONTINUATION SHEET

REQUEST FOR PROPOSAL NO. 23431

EXECUTIVE SEARCH SERVICES

9

specifications, and prices by mutual agreement with the selected Respondent.

MODIFICATION: Any alteration, erasure or interlineation by the Respondent in this bid may

constitute cause for rejection by the Director of Purchasing or designee. Exceptions or deviations

should not be added to the individual pages, but should be submitted on Respondent’s letterhead.

COMPLETION: Respondent shall complete all of the information requested for each item. Failure to

do so shall constitute sufficient cause to reject any or all items offered if deemed to be in the best

interest of the District. The District requests that this bid be completed using either black ink or black

type.

ACCURACY: Accuracy of the quotation is the responsibility of the Respondent. Quotations may not

be changed after the bid opening time and date. No dollar amount change will be allowed, only

clarification as to the unit represented. The Director of Purchasing or designee must do this in writing

24 hours after notification.

PRICING: The unit price for each item shall be for the unit of measurement specified. All trade

discounts and terms of payment must be reflected within the unit price. All prices must be quoted at a

firm price, F.O.B. Destination. Prices shall remain firm for the term of the contract. If prices decrease

during the term of this contract, the successful Respondent must notify the District of the lower prices

so that all subsequent orders will reflect accurate pricing.

PAYMENT: The District payment terms are Net 30 days, unless otherwise negotiated. Payment shall

be processed upon receipt by the District of an itemized invoice. Each purchase order shall be

invoiced separately. All invoices shall be submitted to Jefferson County School District No. R-1,

Attn: Accounts Payable, 1829 Denver West Dr. Bldg #27, Golden Colorado 80401.

QUALITY: All services furnished must strictly conform to the RFP and must be of the quality

specified. No deviation or substitution is permitted without the prior written consent of the Director

of Purchasing or designee. In the event no quality is specified, the services must be at least equal to

the standards of the industry. The Director of Purchasing or designee shall have the right at all times

during the performance of this Agreement to conduct such tests and inspections as is deemed

necessary to assure Respondent’s compliance with this Agreement. The District will be supplied, as

needed, data, drawings, specifications, test results, quality documentation, schedules, and other

documents and information.

SHIPPING: Unless an order specifies a different delivery point, all deliveries under this Agreement

shall be F.O.B. destination. Title and risk of loss of all goods shall pass to the District upon final

acceptance.

DELIVERY: Delivery dates must be specified on this bid. Time is of the essence. Delivery is part of

the consideration and the advised delivery date given on this bid must be complied with unless

otherwise instructed by the Director of Purchasing or designee. The District will not be responsible

for any goods delivered or services performed without a purchase order signed by an authorized

representative of The District.

SAMPLES: Samples of items, when requested/required, must be furnished free of expense and if not

destroyed, will be returned upon request at the Respondents’ expense.

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CONTINUATION SHEET

REQUEST FOR PROPOSAL NO. 23431

EXECUTIVE SEARCH SERVICES

10

NON-COLLUSION: By submission of the bid, the Respondent certifies that the bid has been arrived

at independently and submitted without collusion with any other Respondent and that the contents of

the bid have not been communicated, nor to the best of its knowledge and belief, by any one of its

employees or agents, to any person not an employee or agent of the Respondent or its surety on any

bond furnished herewith, and will not be communicated to any person prior to the official opening of

the bid.

GRATUITIES: Respondents are expressly advised that gratuities are not allowed. District employees

and Board of Education members may not accept any gift, service, honorarium, stipend or fee, or use

their position for private advantage or personal, financial or material gain. The District will

investigate reported violations. Respondents, whom the Director of Purchasing or designee finds to

have violated these provisions, may be barred from doing business with the District; employees may

be disciplined according to District Policy.

CANCELLATION: The District reserves the right to cancel without penalty, at any time, any awards

occurring as a result of this bid. Time is of the essence. When a date is set for the delivery of

merchandise or the performance of work, the merchandise must be delivered, or work performed, in

accordance with the bid specifications or description on or before that date, or the order to the

delinquent Respondent may be canceled and re-awarded. In such case, the District will have the right

to buy merchandise or services at market price for immediate delivery. Any excess in cost shall be

paid by the delinquent Respondent or deducted from any money due the delinquent Respondent.

TERMINATION: The District, by written notice, may terminate this contract, in whole or in part,

when it is in the District’s interest. If this contract is terminated, the District shall be liable only for

payment of this contract for services rendered or goods provided before the effective date of

termination.

COMPLIANCE: The Respondent agrees to comply with all applicable federal, state, and local laws,

regulations, administrative rulings, and codes and secure all necessary licenses and permits in

connection with this bid and any services to be provided hereunder.

GOVERNING LAW: Venue for any and all legal action regarding or arising out of transactions

covered herein shall be solely in the District Court in and for Jefferson County, State of Colorado.

The transaction shall be governed by the laws of the State of Colorado.

TAX: The District is a political subdivision of the State of Colorado and as such is generally exempt

and not liable for any sales, use, excise, property, or other taxes imposed by any federal, state or local

government tax authority. The District is also not liable for any franchise taxes or taxes related to the

income of a contractor. No taxes of any kind shall be charged to the District. Quotations shall not

include the cost of any such taxes, including those on any materials, supplies or equipment used or

installed in the work. The Respondent is hereby notified that when materials are purchased for the

benefit of the District, some political subdivisions require the Respondent to pay sales or use taxes

even though the ultimate product or service is provided to the District. These sales or use taxes will

not be reimbursed by the District, nor will any prices be adjusted on account of such taxes. The

Respondent shall file an “Application for Exemption Certificate” with the Colorado Department of

Revenue and submit copies of such certificate to the District upon award of the contract and prior to

commencement of any work.

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HOLD HARMLESS: The Respondent agrees to protect, defend and hold the District harmless from

and against any claim or demand for payment or other claim based upon or related to the use of any

patented material, process, article or device that may enter into the manufacture, construction or form

a part of any work covered or materials and equipment furnished under this bid.

INDEMNIFICATION: The Respondent agrees to indemnify and hold the District harmless from

claims, suits or actions of every nature and description brought against it for or on account of any

injuries or damages received or sustained by any party or parties, caused in whole or in part by or

from the acts of the Respondent, its servants or agents. To this extent, the Respondent agrees to

furnish adequate Public Liability and Property Damage Insurance, the amount of which will be

determined by the District whenever such insurance, in the opinion of the District, is deemed

necessary.

APPROPRIATIONS & APPROVAL: Any and all obligations of the District under this Agreement

may be subject to annual approval and/or budgeting and appropriation by the District.

EQUAL OPPORTUNITY: In connection with the performance of any work under the bid, the

Respondent shall agree not to refuse to hire, discharge, promote or demote, or to discriminate in

matters of compensation against any person otherwise qualified, solely because of race, creed, color,

national origin, ancestry, age, sex, or disability, and further agrees to insert the foregoing provisions in

all subcontracts hereunder.

INSURANCE: Consultant shall maintain in effect at all times during the term of this Agreement the

following policies of insurance:

Commercial General Liability with limits of $2,000,000 per occurrence/$2,000,000 aggregate;

Auto Liability, including hired and non-owned auto, with limits of $2,000,000, per occurrence

combined single limit;

Professional liability insurance with limits of $2,000,000 per claim and aggregate, if “Claims Made”,

coverage is to be maintained for a period of two years beyond the expiration of this contract or a two

year extended reporting period must be purchased.

Statutory workers’ compensation coverage and employer’s liability insurance with limits of not less

than $100,000

All insurance carriers (other than with respect to Professional Liability) must have an AM Best rating

of A-VIII or better. The District is to be included as an Additional Insured on the commercial general

liability and auto insurance policies with respect to its vicarious liability arising out of Consultant’s

performance hereunder. The District must be notified in writing at least thirty (30) days prior to

cancellation of any insurance policy.

Notwithstanding the preceding, the District may waive or modify these requirements. Such waiver or

modification shall not be effective unless made in writing executed by an appropriate officer or employee

of the District.

ILLEGAL ALIENS: Pursuant to Colo. Rev. Stat. § 8-17.5-101 et. seq., the District cannot enter into

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or renew a public contract for services with a vendor/contractor who knowingly employs or contracts

with an illegal alien to perform work under the contract or who knowingly contracts with a

subcontractor who knowingly employs or contracts with an illegal alien to perform work under the

contract.

In accordance with the mandatory provisions of Colo. Rev. Stat. § 8-17.5-101 et. seq.,

Vendor/Contractor certifies that it has not knowingly employed or contracted with an illegal alien to

perform work under this Agreement, and that the Vendor/Contractor will participate in the E-Verify

Program or the Department Program [as defined in Colo. Rev. Stat. § 8-17.5-101(3.3)] in order to

confirm the employment eligibility of all employees who are newly hired to perform work under this

Agreement. Vendor/Contractor further certifies that it will not enter into a contract with a

subcontractor who fails to certify to Vendor/Contractor that the subcontractor shall not knowingly

employ or contract with an illegal alien to perform work under this Agreement.

Vendor/Contractor has confirmed the employment eligibility of all employees who are newly hired to

perform work under this Agreement through participation in either the E-Verify Program or the

Department Program. Vendor/Contractor shall not use the E-Verify Program or the Department

Program to undertake pre-employment screening of job applicants while the Agreement is being

performed.

If Vendor/Contractor obtains actual knowledge that a subcontractor performing work under this

Agreement knowingly employs or contracts with an illegal alien, Vendor/Contractor shall:

a. Notify the subcontractor and the District within three days that Contractor has actual

knowledge that the subcontractor is employing or contracting with an illegal alien; and

b. Terminate the subcontract if within three days of receiving actual notice the subcontractor does

not stop employing or contracting with the illegal alien, except that Vendor/Contractor shall not

terminate the subcontractor if during such three days the subcontractor provides information to

establish that the subcontractor has not knowingly employed or contracted with an illegal alien.

Vendor/Contractor shall comply with any reasonable request by the Department of Labor and

Employment (hereinafter referred to as the “Department”) made in the course of an investigation that

the Department is undertaking pursuant to C.R.S. § 8-17.5-102(5).

If Vendor/Contractor violates the provisions of this paragraph, the District may terminate the contract

for breach and Vendor/Contractor shall be liable for actual and consequential damages.

If Vendor/Contractor is a natural person eighteen years of age or older, Vendor/Contractor hereby

swears or affirms under penalty of perjury that the Vendor/Contractor (i) is a citizen of the United

states or otherwise lawfully present in the United States pursuant to federal law, (ii) shall comply with

the provisions of CRS 24-76.5-101 et seq, and (iii) shall produce one of the forms of identification

required by CRS 24-76.5-103 prior to the effective date of this Agreement.

CRIMINAL RECORD VERIFICATION: Successful Respondent will be required to complete

Criminal record check on any person providing services under the contract, employees, subcontractors

or other agents of Vendor who work on district property for this contract. Employees, subcontractors

or other agents of Vendor who have been convicted of, pled nolo contendere to, or received a deferred

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sentence or deferred prosecution for a felony, or a misdemeanor crime involving unlawful sexual

behavior or unlawful behavior involving children, will not be allowed to work on District property for

this contract. The Respondent must complete the district’s Criminal Records Check Certification.

Each individual Respondent will be responsible to adhere to any Federal, State, and Local privacy and

confidentiality requirements.

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SAMPLE AGREEMENT

MASTER SERVICES CONSULTING AGREEMENT

THIS AGREEMENT (“Agreement”) is entered into and made effective this ________ day of

_________, 2014, (“Effective Date”) by and between Jefferson County School District No. R-1

(“District”) and _______________ with offices at _________________________(“Consultant”).

RECITALS

WHEREAS, the District seeks to purchase awarded items/services quoted on Bid/Request for

Proposal (RFP) No.23431 issued by the District.

WHEREAS, the District issued Bid/RFP No. 23431 and awarded the Bid/RFP as specified in

the Bid/RFP document.

WHEREAS, the District and the Vendor desire to enter into an agreement in accordance with

the terms and conditions contained herein.

AGREEMENT

NOW, THEREFORE, in consideration of the mutual promises and covenants contained

herein, the parties agree as follows:

The Contract Documents shall be this Agreement, the RFP No.23431 together with the District’s

Bid/Proposal document in its entirety, Bid/Proposal Terms and Conditions, any Addenda, the

bid/Proposal of the Consultant, the Best and Final Offer and any and all signed Statements of Work

(SOW) during the term of this agreement, together with any Change Orders all incorporated herein by

reference.

The District accepts the SOW of the Consultant for the costs as set forth in the SOW of the

Consultant, and the Consultant at its sole risk, cost and expense agrees to furnish, supply and deliver

the said item(s)/services as ordered and to perform all necessary labor, and to undertake and complete

this Agreement in accordance with the standards of the industry and the terms of this Agreement and

the other contract documents.

WITNESSETH

In consideration of the mutual promises and covenants herein set forth, District and Consultant agree as

follows:

Services. Consultant shall perform the Professional Services described and attached hereto and

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incorporated herein by this reference (the "Services"). In the event of any inconsistency in the terms of

the incorporated documents, this Agreement shall control.

Term. Consultant shall commence the Services _____________ and complete the Services by

________________. Deliverables are to be completed in accordance with the schedule outlined in the

project’s SOW. This contract may be extended after the initial term upon the mutual consent of both parties. A

new SOW will be established and mutually agreed upon for each service provided by the Consultant

during the initial term of the agreement and any one year extensions thereafter.

Standards. All Services shall be performed by Consultant in a diligent, safe, and workmanlike manner

and Consultant shall use its best skill and judgment pursuant to the prevailing standards of the profession

for such Services in furthering the District's best interests. In the event of a breach by Consultant of the

terms of this Agreement, the District may terminate this Agreement, and may pursue any remedies

available in law or in equity.

Contract Price. Consultant shall perform the Services for a total fee, as outlined in the SOW, payment

to be paid in monthly installments in arrears based upon completion and acceptance by the District for

work being billed. The District reserves the right to modify the payment schedule in the event the Project

and deliverables are not proceeding to completion in the manner proposed such that the payments

coincide with the percentage of total Project Services performed during any payment period. Consultant

will assume the information supplied by the District (or which is supplied on its behalf) is accurate

and complete.

Independent Contractor. Consultant shall perform all services using independent judgment and

expertise as an independent contractor and not as an employee of the District. Neither party shall be

construed, in any way, as a partner or joint venture with the other party. Neither the Consultant nor any

agent or employees of the Consultant shall be an agent or employee of the District nor shall any of them

have any authority, express or implied, to bind the District to any agreement or incur any liability

attributable to the District. Consultant acknowledges that it is not entitled to Unemployment

Compensation or Workers' Compensation benefits and that Consultant is obligated to pay federal

and state income tax on any moneys earned from the District pursuant to this Agreement.

Materials. All necessary labor, licenses, materials, supplies, equipment, and all other items necessary to

complete the Services required to be furnished by Consultant (the "Materials") shall be part of and not in

addition to the Contract Price. Consultant shall be responsible and liable for any damage or destruction to

any Materials resulting from the negligence or willful misconduct of Consultant and not resulting from

the deliberate or negligent acts of the District for which it could be held liable under the Colorado

Governmental Immunity Act.

Government Regulations. Consultant shall comply with all laws, statutes, ordinances, standards, rules,

and regulations of all federal, state, municipal, and special district governmental authorities which are or

may become applicable to any of the Services or Materials covered under this Agreement. Compliance

shall also include, without limitation, applicable District policies and records requirements, which have

been made known to Consultant in writing.

Consultant's Representations.

The Consultant shall perform all of the Services set forth herein.

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The Consultant represents that it understands the nature, location, and scope of the Services, the character

of the equipment and facilities needed preliminary to and during the performance of the Services, and the

general and local conditions and all other matters which can in any way affect the Services and is not

relying on any representations or promises by the District except as set forth in this Agreement.

The Consultant shall reasonably cooperate with other consultants, if any and employees of the District in

performing the Services.

Consultant's Warranties.

The Consultant warrants that the Services shall be conducted in a good and workmanlike manner in

accordance with mutually agreed specifications.

The Consultant warrants and represents that it has full authority under applicable law to execute and

deliver this Agreement and to perform all of the obligations under this Agreement.

The Consultant represents that it shall perform the Services in a safe and diligent manner.

The Consultant warrants that any Materials utilized shall be adequate and appropriate for the use

contemplated by the required Services.

Notice. Any notice required under this Agreement shall be in writing and shall be effective upon

personal delivery or three days after mailing when deposited in the United States first-class mail, postage

prepaid, or upon confirmed transmission by electronic mail or a facsimile:

DISTRICT:

Director of Purchasing

Jefferson County School District No. R-1

1829 Denver West Drive, Building No.27

P.O. Box 4001

Golden, Colorado 80401-0001

CONSULTANT:

Expenses. The Contract Price is inclusive of all expenses for this project

Infringement Claims. The Consultant shall defend all suits or claims for infringement of any alleged

patent rights, copyright, or trade secrets arising from the products or services delivered by Consultant

under this Agreement and shall indemnify the District from loss on account thereof and shall pay any

judgments or fees resulting there from, including, but not limited to, royalties, license fees, and

reasonable attorneys' fees, provided that the Consultant is notified promptly of any such suit or claim.

The indemnification obligation set forth above shall not be applicable to the extent the infringement is

attributable to the acts or omissions of the District including, without limitation, materials,

specifications or products provided by the District, modifications made by the District to any of the

products or services delivered by the Consultant or if the District uses the products or the services in a

manner not intended by the Consultant.

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Indemnity. Consultant shall indemnify, defend, and hold the District harmless from any and all claims

and causes of action, including reasonable attorneys' fees, or any damage to or destruction of property or

injury to any person as a result of negligent or wrongful acts or omissions of Consultant or any of its

agents in the performance of the Services required herein.

Use of Work Product. Consultant's work product produced or created by Consultant specifically and

exclusively for the District (“work product”) shall be delivered to the District in the time frame

contemplated by this Agreement, shall become the property of the District, and may be used by the

District for any purpose connected with the Project or as otherwise contemplated hereunder. Consultant

shall not be responsible, and shall have no liability whatsoever, if the work product is used for a

purpose or in a manner other than the parties contemplated hereunder. The District further

understands that Consultant retains exclusive rights to the intellectual capital (such as methodologies,

know how, models, tools, and any graphic or digitized representation of any of these) now possessed,

or subsequently developed, by Consultant.

No Interest. Consultant hereby acknowledges that it (i) has no personal or financial interest in the

project requiring the performance of the Services other than the fee it is to receive under this

Agreement; (ii) shall not acquire any such interest, direct or indirect, which would conflict in any

manner with the performance of the Services hereunder; and (iii) does not and will not employ or

engage any person with a personal or financial interest in the project requiring the Services under this

Agreement.

Non-disclosure. By performance of this Agreement, the Consultant may have access to information that

is confidential third party information such as specifications, software code, ideas, documents or other

material (collectively, “Third Party Information”). The Consultant agrees not to disclose the Third Party

Information to any person or entity except as necessary to perform Services under this Agreement.

Further, the Consultant agrees to maintain the confidential nature of all Third Party Information and to

use the Third Party Information solely for the purposes of performing Services hereunder. The

Consultant shall require its employees; agents and subcontractors performing work hereunder to do

likewise. The Consultant agrees to indemnify and hold harmless the District from and against any claim,

demand, loss, or cause of action that arises as a result of the Consultant’s breach of this non-disclosure

requirement or misuse by Consultant, its employees, agents, or subcontractors of the Third Party

Information. The obligations of this section will survive any termination of this Agreement.

Termination. This Agreement may be terminated by the District upon not less than five days' written

notice should the Consultant fail substantially to perform in accordance with the terms of this Agreement

through no fault of the District and such failure is not cured within such five day period. This Agreement

may also be terminated by the District upon ten days' written notice without cause. Consultant shall not

terminate this Agreement, without the written consent of the District, other than for nonpayment as

provided below. In the event of termination of this Agreement, the Consultant shall be paid for Services

performed to the date of termination, including reimbursable expenses then due, provided such services

have been performed in accordance with the terms and conditions hereof. In the event of termination, the

Consultant shall deliver to the District or its designee, within 10 days of notification, at no additional cost,

all drawings, plans, reports, data, and similar Materials relating to the Project prepared by or in the

possession of the Consultant to which the District is entitled.

If the Project is suspended or abandoned in whole or in part for more than two months, the Consultant

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shall be compensated for all Services performed prior to receipt of written notice from the District of such

suspension or abandonment, together with all reimbursable expenses then due. At its sole discretion, the

District may terminate this Agreement by giving written notice to the Consultant if the Project is

abandoned or suspended for more than two months.

Nonassignment. Consultant shall not assign or subcontract any of its rights or obligations hereunder

without the express written consent of the District.

Governing Law. This Agreement is made in and will be governed by the laws of the State of Colorado.

Any legal action by either party to enforce any rights hereunder shall be brought in the Jefferson County,

Colorado District Court.

Entire Agreement. This Agreement, together with the Statement of Work incorporated herein by

reference, contains all of the terms, conditions, and provisions hereof and the entire understanding and all

representations of understandings and discussions of the parties relating thereto, and all such prior

representations, understandings, and discussions are merged herein and superseded and canceled by this

Agreement. This Agreement may only be modified or amended by further agreement executed by the

parties hereto.

Confidentiality. The Consultant agrees to maintain all of the District’s personnel and student data as

confidential information and to use such District confidential information solely for the purposes of

performing services here under. The Consultant shall require its employees; agents and subcontractors

performing work here under to do likewise. The obligations of this section will survive any

termination of this Agreement.

Appropriations & Approval. Any and all obligations of the District under this Agreement may be

subject to annual approval and/or budgeting and appropriation by the District.

Illegal Aliens. Pursuant to Colo. Rev. Stat. § 8-17.5-101 et. seq., the District cannot enter into or

renew a public contract for services with a Consultant who knowingly employs or contracts with an

illegal alien to perform work under the contract or who knowingly contracts with a subcontractor who

knowingly employs or contracts with an illegal alien to perform work under the contract.

In accordance with the mandatory provisions of Colo. Rev. Stat. § 8-17.5-101 et. seq., Consultant

certifies that it has not knowingly employed or contracted with an illegal alien to perform work under

this Agreement, and that the Consultant will participate in the E-Verify Program or the Department

Program [as defined in Colo. Rev. Stat. § 8-17.5-101(3.3)] in order to confirm the employment

eligibility of all employees who are newly hired to perform work under this Agreement. Consultant

further certifies that it will not enter into a contract with a subcontractor who fails to certify to

Consultant that the subcontractor shall not knowingly employ or contract with an illegal alien to

perform work under this Agreement.

Consultant has confirmed the employment eligibility of all employees who are newly hired to perform

work under this Agreement through participation in either the E-Verify Program or the Department

Program. Consultant shall not use the E-Verify Program or the Department Program to undertake pre-

employment screening of job applicants while the Agreement is being performed.

If Consultant obtains actual knowledge that a subcontractor performing work under this Agreement

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knowingly employs or contracts with an illegal alien, Consultant shall:

a. Notify the subcontractor and the District within three days that Contractor has actual

knowledge that the subcontractor is employing or contracting with an illegal alien; and

b. Terminate the subcontract if within three days of receiving actual notice the subcontractor does

not stop employing or contracting with the illegal alien, except that Consultant shall not terminate the

subcontractor if during such three days the subcontractor provides information to establish that the

subcontractor has not knowingly employed or contracted with an illegal alien.

Consultant shall comply with any reasonable request by the Department of Labor and Employment

(hereinafter referred to as the “Department”) made in the course of an investigation that the

Department is undertaking pursuant to C.R.S. § 8-17.5-102(5).

If Consultant violates the provisions of this paragraph, the District may terminate the contract for

breach and Consultant shall be liable for actual and consequential damages.

If Consultant is a natural person eighteen years of age or older, Consultant hereby swears or affirms

under penalty of perjury that the Consultant (i) is a citizen of the United states or otherwise lawfully

present in the United States pursuant to federal law, (ii) shall comply with the provisions of CRS 24-

76.5-101 et seq, and (iii) shall produce one of the forms of identification required by CRS 24-76.5-103

prior to the effective date of this Agreement.

Criminal Record Certification. Consultant will be required to complete a criminal record check on

any person providing services under the agreement, including but not limited to employees,

subcontractors or other agents of Consultant who work on district property for this agreement.

Employees, subcontractors or other agents of Consultant who have been convicted of, pled nolo

contendere to, or received a deferred sentence or deferred prosecution for a felony, or a misdemeanor

crime involving unlawful sexual behavior or unlawful behavior involving children, will not be

allowed to work on District property for this agreement. Consultant must complete the District’s

Criminal Records Check Certification. Consultant will be responsible to adhere to any Federal, State,

and Local privacy and confidentiality requirements.

Insurance of Consultant. Consultant shall maintain in effect at all times during the term of this

Agreement the following policies of insurance:

Commercial General Liability with limits of $2,000,000 per occurrence/$2,000,000 aggregate;

Auto Liability, including hired and non-owned auto, with limits of $2,000,000, per occurrence

combined single limit;

Professional liability insurance with limits of $2,000,000 per claim and aggregate, if “Claims Made”,

coverage is to be maintained for a period of two years beyond the expiration of this contract or a two

year extended reporting period must be purchased.

Statutory workers’ compensation coverage and employer’s liability insurance with limits of not less

than $100,000

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All insurance carriers (other than with respect to Professional Liability) must have an AM Best rating

of A-VIII or better. The District is to be included as an Additional Insured on the commercial general

liability and auto insurance policies with respect to its vicarious liability arising out of Consultant’s

performance hereunder. The District must be notified in writing at least thirty (30) days prior to

cancellation of any insurance policy. Notwithstanding the preceding, the District may waive or modify

these requirements. Such waiver or modification shall not be effective unless made in writing executed

by an appropriate officer or employee of the District.

IN WITNESS WHEREOF, the parties have executed this Agreement on the date first above written.

CONSULTANT: JEFFERSON COUNTY SCHOOL DISTRICT NO. R-1

By: By:

Signature Signature

Name Name

Title Title

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Vendor:

A B

(Row A*B=C)

C

Ratings* Weights

Total Weighted

Points

Qualifications and experience of the firm 4 3 12

Qualifications and experience of the proposed

staff 4 3 12

Demonstrated experience in hiring innovative

and creative leaders 4 3.5 14

Demonstrated flexibility in meeting BOE needs

through the executive search process 4 3.5 14

Technical Proposal 4 4.5 18

Staffing Plan 4 3 12

Cost 4 4.5 18

Proposal worth 100 pts Total Points 100

*Ratings

Excellent = 4

Above Average = 3

Average = 2

Below Average = 1

Please note strengths and weaknesses below:

The proposals of the vendors will be evaluated by each committee member, then an

average score assigned based upon the results of the evaluations.

Note: Client references will be used to confirm final selection

Draft Proposal Evaluation Form

RFP 23431 - Executive Search Services

Strengths:

Questions and Clarification:

Weaknesses

draingue
Callout
NOTE: Evaluators will use this column to score their ratings, and then calculate Total Weighted Points. As an example, if all ratings were scored a 4, the Total Weighted Points would be 100.
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Guidelines for Proposal Review

RFP 23431 – Executive Search Services

Review the proposals received using the evaluation factors on the Evaluation Sheet.

Assign a rating Excellent, Above Average, Average, Below Average. Take the points

associated with the rating in Column A times the Weight in Column B and put that total

in Column C. (If you fill out the evaluation form electronically, the ratings will

automatically calculate.) The sum of Column C will be the total score used to determine

the average rating of the vendor. The average of all ratings will be calculated and will be

the final rating awarded by the evaluation committee. Use the following guidelines in

rating proposals.

1. Evaluate each area of the proposal as a whole based on the evaluation criteria.

The evaluation criteria are:

Qualifications and experience of the firm.

Qualifications and experience of the proposed staff.

Demonstrated experience in hiring innovative and creative leaders.

Demonstrated flexibility in meeting Board of Education’s needs throughout

the executive search process.

Technical proposal.

Staffing plan.

Cost.

Client References.

2. If an area of the proposal exceeds requirements, and offers a qualitative benefit

that is exceptional, the area should be rated Excellent.

3. If an area of the proposal meets requirements, with an acceptable solution, no

major deficiencies and has a qualitative benefit beyond the minimal requirements,

a rating Above Average should be assigned.

4. If the majority of factors meet standards and any deficiencies are minor or

correctible the item should rate Average.

5. If the majority of factors are acceptable, but more than one factor is deficient and

correction or risk is involved, the rating should be Below Average.

Page 26: Financial Services - BoardDocs · 2019. 5. 28. · CONTINUATION SHEET REQUEST FOR PROPOSAL NO. 23431 EXECUTIVE SEARCH SERVICES 2 OVERVIEW OF THE DISTRICT Jefferson County School District

Adapted from information posted on NIGP website

https://www.nigp.org/common/restrict/formsdocsnew/casrfpevalresp.pdf

RESPONSIBILITIES OF PROPOSAL EVALUATION COMMITTEE MEMBERS

RFP 23431 – Executive Search Services

Thank you for participating on the evaluation committee for this Request for Proposal

(RFP). To protect the integrity of this formal solicitation and the evaluation process, it is

essential that each participant understand and abide by the following responsibilities.

Adherence to these requirements will help assure the effectiveness of the evaluation team

as a whole, and protect the overall interests of Jefferson County Schools in the award of

this RFP.

1. Fairness and Integrity. It is the responsibility of every member on the

evaluation panel to collectively ensure that the evaluation is conducted in an

impartial, objective and professional manner, and that the same level of effort is

extended to the evaluation of all vendors’ proposals/presentations.

2. Understanding of the Project. Your success as an effective member of the team

depends on your comprehensive understanding of the project, and your familiarity

with the requirements and specifications contained in the RFP. A copy of the

RFP has been provided to all committee members. Familiarize yourself with this

document.

3. Attendance. Attendance of all committee members at all scheduled evaluation

meetings is crucial to the quality of the evaluation process. Without all

representatives present, meetings are not effective, as not all opinions can be

shared in a group setting. Therefore, committee members must attend all

meetings of the committee, including interviews with the proposers, if conducted.

4. Confidentiality. To preserve the integrity of the evaluation process, the

following rules of confidentiality must be observed:

a. Committee members must conduct themselves with complete confidentiality.

Confidentiality is both a legal and ethical requirement and is vital to fair,

equitable evaluation of the proposals. You must not discuss the contents of

the proposals with anyone outside of the committee.

b. Committee members must not communicate with proposers about this project

outside of any scheduled and sanctioned evaluation activity, without the

knowledge and approval of Purchasing. If any member of this evaluation

committee has any reason to contact one or more proposers participating in

this RFP, even if the matter is not directly or indirectly related to this project,

they must divulge the nature and reason of the contact with the firm to

Purchasing, who will determine if that activity poses a conflict with the

person’s participation on this evaluation committee.

5. Conflicts of Interest. Per Board Policy GBEA-E, you may not participate as a

member of this committee if you hold an interest in any business or undertaking

which may be directly and substantially affected to its economic benefit by an

official action to be taken by this committee.

________________________________________ ______________________

Signature Date


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