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Home My WebLink About20232172.tiffRESOLUTION RE: APPROVE INVOICE AND STATEMENT OF WORK FOR APPLICANT SKILL LEVEL ASSESSMENT PLATFORM AND AUTHORIZE CHAIR TO SIGN - SHL GLOBAL MANAGEMENT LTD., DBA SHL U.S., LLC WHEREAS, the Board of County Commissioners of Weld County, Colorado, pursuant to Colorado statute and the Weld County Home Rule Charter, is vested with the authority of administering the affairs of Weld County, Colorado, and WHEREAS, the Board has been presented with an Invoice and Statement of Work for an Applicant Skill Level Assessment Platform between the County of Weld, State of Colorado, by and through the Board of County Commissioners of Weld County, on behalf of the Department of Human Resources, and SHL Global Management Ltd., dba SHL U.S., LLC, with further terms and conditions being as stated in said invoice and statement of work, and WHEREAS, after review, the Board deems it advisable to approve said invoice and statement of work, a copy of which is attached hereto and incorporated herein by reference. NOW, THEREFORE, BE IT RESOLVED by the Board of County Commissioners of Weld County, Colorado, that the Invoice and Statement of Work for an Applicant Skill Level Assessment Platform between the County of Weld, State of Colorado, by and through the Board of County Commissioners of Weld County, on behalf of the Department of Human Resources, and SHL Global Management Ltd., dba SHL U.S., LLC, be, and hereby is, approved. BE IT FURTHER RESOLVED by the Board that the Chair be, and hereby is, authorized to sign said invoice and statement of work. The above and foregoing Resolution was, on motion duly made and seconded, adopted by the following vote on the 31st day of July, A.D., 2023. BOARD OF COUNTY COMMISSIONERS WELD COUNTY, OUNTY, COLORADO ATTEST: ietdL) ;,1 Weld County Clerk to the Board BY: APP Date of signature: ag/o'/23 ounty A torney Mik "re -man, Chair Per L. Bu S tt K Ja mes 6?/-1 Pro-Tem evin D. Ross Lori Saine cc : pE (TS /PST/RR) 04/2A /2y 2023-2172 PE0035 Cur*vmcF 11� 7 181 BOARD OF COUNTY COMMISSIONERS PASS -AROUND REVIEW PASS -AROUND TITLE: SHL DEPARTMENT: Human Resources DATE: 06/27/2023 PERSON REQUESTING: Paula Stipetich-Thomas/Jill Scott/Ryan Rose Brief description of the problem/issue: SHL is an assessment platform used to determine skill levels of applicants and a tool for assisting with hiring. We currently have a working relationship with SHL; however, the current process is all manual and labor intensive. SHL integrates with Workday and will make the process more seamless and a better experience for the applicant. What options exist for the Board? (include consequences, impacts, costs, etc. of options): Approve and sign the SHL service agreement - allowing the HR team to gain efficiencies and allow integration into the new ERP Workday. Continue using SHL outside of Workday that has multiple steps to administer and is less user friendly. it can cause a bottleneck in the hiring process. Recommendation: The Human Resources team recommends we transition to SHL/Workday allowing integration into Workday, improve the hiring process, and gain efficiencies. Perry L. Buck, Pro -Tern Mike Freeman, Chair Scott K. James Kevin D. Ross Lori Saine Approve Re . mendation Work Session Schedule Other/Comments: I¼Mk is--l0t,- tdriciscc-Al�a 2023-2172 7131 PEO035 Karla Ford From: Sent: To: Subject: Approve Sent from my iPhone Mike Freeman Tuesday, June 27, 2023 9:57 PM Karla Ford Re: Please Reply -Pass -around - SHL - Assessments On Jun 28, 2023, at 12:35 AM, Karla Ford <kford@weld.gov>wrote: Please advise if you approve recommendation. Thank you. Get Outlook for iOS From: Paula Stipetich Thomas <pstipetich-thomas@weld.gov> Sent: Tuesday, June 27, 2023 3:56:07 PM To: Karla Ford <kford@weld.gov> Cc: Jill Scott <jscott@weld.gov>; Ryan Rose <rrose@weld.gov> Subject: Pass -around - SHL - Assessments Attached is the pass -around — SHL - Staff Testing - Assessment company. Etaucla StipeticR-Jfwsn.ae flalent acquie ttian Atatuzgett Weld County covettuttent 1150 "(9" Skeet qiceley, CO 80631 970 4004242 Weld County Human Resources is a strategic business partner dedicated to enhancing the employee experience, collaborating with individual departments, and supporting the values and goals of Weld County Government. <image001. jpg> Confidentiality Notice: This electronic transmission and any attached documents or other writings are intended only for the person or entity to which it is addressed and may contain information that is STAFF TES ING INC. INVOICE BILL TO Paula Stipetich-Thomas Weld County 1150 O Street Greeley, CO 80631 Staff Testing, Inc. P.O. Box 802 ROCKLIN, CA 95677 (866)271-8378 accounting@stafftesting.com http://www.stafftesting.com INVOICE # 9029 DATE 06/22/2023 DUE DATE 06/23/2023 TERMS Due Upon Receipt ACTIVITY PI CD Custom Development SHL/Workday Integration per SOW Please call today with any questions. 866-271-8378 x 301 Dave Kreibom QTY 1 BALANCE DUE RATE AMOUNT 10,800.00 10,800.00 $10,800.00 i e i Talent in Innovation. Innovation in Talent. Non-EU General Order Form 'THE PARTIES -- L Interne (if required) ' pprova s - i SHL Name Registered ("SHL") & Address SHL MN Limited US 55401, LLC. 111 Washington USA - a subsidiary Avenue of SHL 5, Global Suite 500, Minneapolis Management LPS [NAME OF LPS OWNER] Legal [REVIEWING LAWYER] ("Company") Company Name Registered Address & Company: Staff CA 95765 Company End Testing, User: Weld 6520 Lonetree Blvd, County Government Box 1017, (TC+ ID: Rocklin, 34771) Finance [FINANCE APPROVER] CPS [NAME OF CPS OWNER] Invoice Contact N/A Delivery Contact (Company Receiving Services) N/A Invoice Postal Address (Party Paying Order) N/A Delivery Address N/A PO# VAT Registration Payment Due Date N/A ORDER FORM Order Form Date 21 June 2023 SHL Internal Ref #: D# D0384564 Territory [Language] United States (English) Opp ID Opp534984 SUMMARY OF ORDER FORM AND FEES . Summary of Products and Services ordered, with Fees Product/Service Fees (exclusive Currency: of applicable USD - US Dollar tax) System See Build & Integration Statement of Work attached with further terms $10,800 to be Invoiced by Company TOTAL $10,800 to be Invoiced by Company GENERAL TERMS SHL and the Company agree to the terms and conditions set out in this Order Form including any attachments ("Order Form") for all listed Products and Services for use in the Territory. This Order Form is subject to the SHL Terms and Conditions in effect as of the Order Form Date, which is attached hereto as Appendix I and incorporated in by reference (the "Terms"). If there is any conflict between the Terms and this Order Form, the terms in this Order Form shall prevail. This Order Form replaces all prior agreements and any documents between SHL and the Company regarding the provision of the Products and Services specified in this Order Form. Page I 1 © 2020 SHL and/or its Affiliates All rights reserved Version 12 — 5 May 2020 Confidential shl.com DocuSign Envelope ID: 74225D80-8CBC-4A65-9405-278E281957F8 I L. 1.11x'!1 �I i •'1t1i�V:-l'!'+: 1, Innovation in Talent, Order Form Cent. s#1 ...�•'-,', : • : ' ' •• . Meeter • Notwithstanding anything to the contrary in the Terms, SHL acknowledges that Company End User is a public entity and certain information disclosed to Company End User by SHL may be subject to public disclosure pursuant to CRS 24-72-201, et al. Furthermore, SHL may use Company End User's logo subject always to the express written permission of Company End User, As to Company End User, this Order Form shall be governed and construed in accordance with the laws of the State of Colorado, excluding its choice of law principles, and the parties agree to submit to jurisdiction of courts located in the State of Colorado to resolve disputes. In the event of any dispute between the parties, prior to a party commencing an action in court for damages, each party shall designate a representative and the representatives shall meet in person or telephonically in a good -faith attempt to resolve the dispute. Prior to such meeting, the complaining party shall provide a detailed, written explanation of the dispute in order to facilitate the efforts to achieve mutually agreeable resolution. In the event that the parties are unable to resolve their dispute in such meeting or such meeting does not occur within thirty {30) days of the initial notice being provided by the complaining parry, then either party shall be free to pursue other available judicial remedies at law. Not applicable, liM,Ning ' to ets INVOICING ARRANGEMENT; 100% of the total Fees will be invoiced to Company End User by Company. SHL will collect funds directiiy from Staff Testing in July 2023. W , DELIVERY: All dates for Product delivery or performance of the Services as set out in this Order Form, the statement of work or project plan (if applicable) are conditional upon Company's and/or Company End User's timely completion of its obligations, including but not limited to, provision of necessary information, and approval of documentation. Any delay caused by Company's and/or Company End User's failure to meet its obligations in a timely manner will beat Company's and/or Company End User's cost and expense, and subsequent delivery dates will be adjusted accordingly proportionate to the delay. Unless expressly stated in the statement of work, time shall not be of the essence in SHL's performance under this Order Form. SHL will not be liable in the event that SHL is not able to complete the Services due to Company's and/or Company End User's non-performance. After written notice (which may be via email) to Company of any Company and/or Company End User's delays that prevent SHL from performing its obligations and after a reasonable time to cure, SHL will be deemed to have delivered the Services in full satisfaction of its obligations. Scheduling and delivery of the Services is at the discretion of the Company, and failure of the Company and/or Company End User's to schedule the Services during the Term shall not relieve Company of its payment obligations. Company must receive delivery of all Services prior to the end of the Term or forfeit any remaining Services. If not otherwise stated in this Order Form, all Services expire after one year from date of order. This Order Form and the associated Fees are non -cancellable and non-refundable. If so elected by its use for this Order Form, the Parties consent and agree to the use of electronic signature tools, including without limitation DocuSign, for the purposes of electronically signing the Order Form. By signing this Order Form, the signatories represent that - they have the authority to bind SHL and the Company to its terms: ,--D.cuSigned by: Signature ?.�.....---- (Company End User)-8t1Bt7�ltT2A?F5+ Mike Freeman it (SHL) Julie stevens Name ride Chair, Board of Weld County Commissioners Director, Market Development Date JUL 3 12023 02 April 2024 (S�<020 SHl andfar ils AlGlialee All riphls• reserved Verswn 11 - 5 May 2020 Confidential shl.com �Zoo2 3 - 72— i i Talent in innnwit inl, Innovation in Talent. a Order Form Cont. Statement of Work: This Statement of Work ("SOW") is entered into between: SHL and the Company as defined in the attached Order Form. Solution Overview and Scope The Company has partnered with SHL in delivering: • Configuring an integration to Company End User's Workday ATS using the Workday 3.0 standard integration. The following services are included to ensure successful implementation of the different SHL capabilities within the solution: • Partnering with the Company End User to configure and deliver the solution capabilities specified in the Order Form. • 24 -Hour self-help SHL Platform technical support provided via the online SHL support site • Implement a workflow integration between the SHL Platform and the Integrator Applicant Tracking System (ATS) to provide assessments, return scores and reports to the ATS. Engage Partnering with the Company End User and agree on roles and responsibilities SHL deliverables: • Provide a deployment initiation virtual meeting with the Company End User to discuss: o Solution scope and expectations, o Solution and Company End User desired outcomes, o Discuss change request process, o Agree on timelines at high-level with the Company End User, o Agree on deployment and solution review cadence and set meetings, o Agree on roles and responsibilities. • Conduct, with the Company End User, one or more integration scoping calls to determine the desired workstream content. This includes tests, languages, reports and scores the Company End User wishes to receive in the ATS. • Prepare technical ATS integration documents. • Provide a Project Manager to manage the integration timeline, process, and serve as primary point of contact. Page l 3 2020 SHL and/or its Affiliates All nights reserved Version 12 — 5 May 2020 Confidential shl.com Talent In !nnnv tion, Innovation in Talent. Order Form Cont. • Confirm relevant audience and / or stakeholders for the successful implementation and delivery of the solution. Company End User requirements and responsibilities: • Identify stakeholders to drive accountability for use and buy -in of the solution. • Create a technical resource and compliance plan in line with SHL technical requirements. • Communicate solution project plans and status with all internal stakeholders and solution participants. • The Company End User will provide SHL with a Company End User primary contact (Project Manager ("Company End User PM")) for the solution to whom all communications concerning the administration of the services will be addressed. The Company End User PM will o Serve as the interface between SHL and the responsible Company End User resources. o Provide relevant Company End User documentation to SHL as required. o Provide Company End User resources who are knowledgeable about the Company End User's existing system operations, business goals, and who have the authority to resolve issues regarding the solution deployment and execution of services provided. o Manage the change order process on behalf of the Company End User. o Assist in coordinating all solution activities involving Company End User stakeholders, candidates, and line managers where relevant. • Select appropriate Company End User stakeholders to participate in the integration scoping call. • Provide a technical contact to partner with for the duration of the ATS integration. Build Partnering with the Company End User to configure the solution SHL deliverables: • SHL has agreed to assist the Company End User with integrating their SHL Platform with Workday 3.0. • Connection with the ATS Partner will be through a standard SHL integration connector / adapter specific to the relevant ATS. • The Deployment team will liaise with the ATS supplier and the Company End User to ensure effective compatibility, workflow, and functionality. • The Deployment team will deliver and test the integration on the SHL side, hand over to the integrator, and provide technical support to the integrator as well as the Company End User as needed during the delivery phase. • Up to 50 workstreams are included. • SHL will configure the SHL Platform and packages on both testing and production environment. Page 14 © 2020 SHL and/or its Affiliates All rights reserved Version 12 — 5 May 2020 Confidential shl.com i I Talent 'n Innovation. Innovation in Talent. Order Form Cont. • SHL will provide stand-by support and resolution for raised issues (as pertaining to the SHL Platform) during the implementation phase (both staging and production environment). • SHL will provide access to testing and production integration sites. • All workstreams need to be completed at the same time. If additional workstreams are requested a separate change request will be required to provide additional scope of work. • Workstreams and scores to be defined during integration scoping call. Company End User requirements and responsibilities: • The Company End User will plan and manage all internal communications and change management activities. • Provide all requested documentation to SHL in accordance with the solution plan or as otherwise reasonably required. • Assist in managing user acceptance testing for ATS integrations. o Verify candidate assessment order requests are sent correctly. o Verify candidates can complete assessments. o Confirm results/reports are available to ATS. • ATS integration timeline is dependent on the ATS supplier since it is the primary interface where any customization or development will occur. • The timeline is also partially dependent on the Company End User as testing and approvals are required and are within the Company End User's control. Additionally, Company End User approvals or sign offs may be needed to progress between environments. • Any configuration or project fees and/or costs associated with the integration charged by the ATS are outside the scope of this agreement. These fees should be negotiated/agreed directly between the Company End User and the ATS vendor. Enable Enable the Company End User O17 the optimal use of Platform Functionalities SHL deliverables: • Provide access to Platform user guides and "How to videos" via the SHL support website. Company End User requirements and responsibilities: • Ensure all stakeholders have been informed and enabled for successful delivery of the solution. Deploy and Deliver Ongoing Support and Service Delivery SHL deliverables: • 24 -Hour SHL Platform self-help support is provided via the online SHL support site Company End User requirements and responsibilities: Page 15 © 2020 SHL and/or its Affiliates All rights reserved Version 12 — 5 May 2020 Confidential shl.com SIlL Talent in Innovation. Innovation in Talent. Order Form Cont. • The Company End User will follow best practice guidelines in using the solution. • Make use of available technical support before escalation to account manager and/or business development manager. • Provide supporting documentation to all stakeholders e.g., generated reports, user guides etc • Identify stakeholders, subject matter experts and candidates, communicate and internally coordinate all interaction with SHL consultants. Optimize Monitor and Review SHL deliverables: • Liaise with the Company End User PM and stakeholders to obtain feedback on deployment, the solution, and services to ensure ongoing improvements. Company End User requirements and responsibilities: • Provide honest and constructive feedback to SHL when required. Parameters The Company End User is responsible for the stated activities or tasks. Failure to complete these elements in a timely manner will delay and prevent SHL from successfully delivering the services and result in additional charges. SHL will not be liable in the event that SHL is not able to deliver the solution due to the Company End User's non-performance of its obligations. After written notice to the Company End User of any Company End User delays that prevent SHL from performing its obligations and reasonable time to cure, SHL will be deemed to have completed its delivery of the services in full satisfaction of its obligations. If not otherwise stated in this SOW, all services expire after one year from the SOW start date. In respect of any and all Products and Services supplied under, or in connection with, this Agreement and Order, the Company End User agrees that the Intellectual Property shall continue to be owned by SHL in accordance with the SHL Terms and Conditions. The Company End User shall immediately notify SHL of any actual, threatened, or suspected infringement of the Intellectual Property rights (including the Trademarks) and, at the reasonable expense of SHL, take all such steps as SHL may reasonably require, to assist in maintaining the validity and enforceability of such rights during the term. All SHL consultant interaction, focus groups, webinars or training sessions, and presentations will be delivered online. Where other locations or sessions are required, additional travel expenses and travel time fees will apply. Page I6 © 2020 SHL and/or its Affiliates All rights reserved Version 12 — 5 May 2020 Confidential shl.com i i Talent in Innovation. Innovation in Talent. Order Form Cont. For those solution deliverables that require Company End User review and sign -off to be considered accepted by the Company End User, SHL will request formal written acceptance from the Company End User upon submission of the deliverables to the Company End User. Unless the Company End User notifies SHL in writing with details of any specific changes or defects in the deliverables within 10 days of submission of the deliverables to the Company End User, the deliverables will be deemed accepted by the Company End User. While SHL will provide a briefing on the use of the SHL assessments, simulation exercises and associated processes, the Company End User is wholly responsible for the appropriate use of the results from the assessment processes and the SHL Platform. SHL is not providing legal advice to the Company End User on their evaluation and development process and the Company End User agrees that it has sought or will seek appropriate legal advice from legal counsel in its sole discretion. Out of Scope: Any work not expressly included in the scope of this SOW is not part of the solution and is expressly excluded, including but not limited to the following: • Any customization of assessments, outputs or deliverables not expressly described in this SOW • job analysis unless expressly stipulated in this SOW. • Languages other than English for exercise content, assessor manuals, meetings, individual and group output reports, and webinars unless expressly stated otherwise in this SOW. • Any language translation that may be required prior to creating an alternate version of a solution will require additional language translation services and fees, which will be executed in a separate SOW in not already mentioned in this SOW. • Any business outcome reviews or validation studies on the effectiveness of this solution if not stipulated in this SOW. • Assessment solution updates and the creation of Company End User specific norms {"renorms"), except if explicitly mentioned in this SOW, are not included in the services described in this SOW. If assessment solution updates are requested by the Company End User, the additional services and fees may be executed in a separate SOW. • Changes to an existing integration configuration or any other integration project. • Additional configuration changes that are not detailed within the SHL Integration configuration specification. • Incremental assessment workflow functionality that is additional to the established scope of the SHL Platform. • Any training required for administrators on the ATS System will be provided by the ATS Partner. Since the Company End User's access to the assessment results will be through the ATS functionality, the Company End User will arrange for this training directly with the ATS Partner. Page j 7 © 2020 SHL and/or its Affiliates All rights reserved Version 12 — 5 May 2020 Confidential shl.com • i i Talent in Innovatio . Innovation in Talent. Order Form Cont. Should the Company End User request additional services that are outside this SOW, the parties will execute a Change Request, documenting the nature of the change and any related fees. Project Plan Following acceptances of this SOW, SHL will provide a solution Project Plan to the Company End User. The Project Plan will include solution activities, dependencies, allocate responsibilities and highlight project and solution milestones. In the event that the Project Plan exceeds the expected solution end date due to Company End User delays, the parties may require a Change Request to amend the SOW and additional fees could apply. Expenses The fees for the services under this SOW exclude all travel and related expenses ("T&E") in connection with the provision of the services. All T&E, including without limitation, the Company End User requested travel, are not included, or itemized in the above pricing and the Company End User will reimburse SHL for any T&E incurred in support of the services in this SOW. Travel plans and estimated costs for T&E will be approved by the Company End User prior to travel as part of the solution Project Plan. SHL will invoice T&E separately at actual cost and will follow SHL guidelines for travel. • Please note that consultant travel time (e.g., time spent traveling to / from the Company End User location for any consultant who is not based in the same geographic location) exceeding one (1) hour each way will be billed at 50% of our standard consulting hourly rate for the consultant who is providing the services. Authorization to Proceed This SOW, including all prices quoted, is valid for 30 days from the accompanied Order Form date. Signature on the accompanying Order Form constitutes acceptance of this SOW along with all exhibits, schedules, and attachments. This SOW is not valid without the corresponding Order Form. Page 18 © 2020 SHL and/or its Affiliates. All rights reserved. Version 12 — 5 May 2020 Confidential shl.com Contract Form ew Contract Request Entity Information Entity Name. SHL US LLC Entity ID* O0OO47321 Contract Name. GENERAL ORDER FORM AND STATEMENT OF WORK Contract Status CTB REVIEW ❑ New Entity? Contract ID 7186 Contract Lead. MRAIMER Contract Lead Email mraimertco.weld.co.us Parent Contract ID Requires Board Approval YES Department Project # Contract Description. SHL IS AN ASSESSMENT PLATFORM USED TO DETERMINE SKILL LEVELS OF APPLICANTS AND A TOOL FOR ASSISTING WITH HIRING. SHL INTEGRATES WITH WORKDAY AND WILL OFFER A SEAMLESS EFFICIENT PROCESS FOR APPLICANTS. BOCC SIGNED THE PASS AROUND. Contract Description 2 Contract Type. AGREEMENT Amount. S 10,800.00 Renewable. YES Automatic Renewal NO Grant NO IGA NO Department HUMAN RESOURCES Department Email CM- HumanResources0weldgov. c om Department Head Email CM-HurnanResources- DeptHeadAweldgov.com County Attorney GENERAL COUNTY ATTORNEY EMAIL County Attorney Email CM- C:OUNTYATTORNEYAWELDG OV.COM Requested BOCC Agenda Date. 07/26x`2023 Due Date 07/22/2023 Will a work session with BOCC be required?* NO Does Contract require Purchasing Dept. to be included? NO If this is a renewal enter previous Contract ID If this is part of a NSA enter MSA Contract ID Note the Previous Contract Number and Master Services Agreement Number should be left blank if those contracts are not in OnBase Contract Dates Effective Date Review Date* 06/19,2023 Renewal Date* 07/26=2023 Termination Notice Period Contact Contact Info Contact Name urchasing Purchasing Approver Approva Department Head RYAN ROSE DH Approved Date 07/25/2023 Final Approval BDCC Approved BOCC Signed Date 00CC Agenda Date 07/31112023 Originator MRAIMER Contact Type Committed Delivery Date. Contact Email Finance Approver CHERYL PATTELLE Expiration Date Contact Phone I Purchasing Approved Date Finance Approved Date 07/251202.3 Tyler Ref # AG 073123 Legal Counsel KARIN MCDOUGAL Contact Phone 2 Legal Counsel Approved Date 07/25/202'3 Hello