Loading...
CC 2016-11-22_09e Agreement_City Manager Recruitment F ARROYO O INCORPORATED �Z JULY 10, 1911 c�41FORN�P MEMORANDUM TO: CITY COUNCIL FROM: CITY MANAGER RECRUITMENT SUB-COMMITTEE: MAYOR PRO TEM BARBARA HARMON COUNCIL MEMBER TIM BROWN BY: ROBERT K. MCFALL, INTERIM CITY MANAGER SUBJECT: CONSIDERATION OF CONSULTANT SERVICES AGREEMENT WITH TERI BLACK AND COMPANY, LLC FOR CITY MANAGER RECRUITMENT SERVICES DATE: NOVEMBER 22, 2016 RECOMMENDATION: It is recommended the City Council: 1) approve and authorize the Mayor to execute a consultant services agreement with Teri Black and Company, LLC, to provide recruitment services for the position of City Manager, and 2) authorize funding in the amount of$29,500 from the City Manager's program account for these services. IMPACT ON FINANCIAL AND PERSONNEL RESOURCES: The services will be funded through existing funding in the City Manager's program account. No additional appropriation will be necessary. Teri Black & Company proposed to provide the service at an all-inclusive cost of $29,500. Staff estimated the cost to be $30,000. The Interim City Manager will provide the primary staff support, assisted by the Administrative Services Department. BACKGROUND: On September 27, 2016, Council approved a process for the recruitment of a City Manager, including the use of a professional executive recruitment firm. Council authorized issuing a Request for Proposals (RFP) to qualified firms and further designated Mayor Pro Tem Harmon and Councilmember Brown as a sub-committee to review proposals, interview firms and recommend a consultant to the City Council for consideration. Item 9.e. - Page 1 CITY COUNCIL CONSIDERATION OF CONSULTANT SERVICES FOR CITY MANAGER RECRUITMENT NOVEMBER 22, 2016 PAGE 2 A total of eight RFPs were mailed to qualified firms experienced in City Manager and Chief Executive Officer recruitments. The City received a total eight fully responsive proposals, one being from a firm not included on the initial distribution list. ANALYSIS OF ISSUES: Specific considerations are being taken in the current City Manager recruitment process to ensure the greatest opportunity for success and address what were found to be inadequacies of the previous recruitment. The first step was a very detailed and comprehensive RFP that clearly conveyed the expectations of the Council to retain an exceptionally qualified executive search firm to lead the recruitment process. Following the authorization from Council, the RFP was distributed to experienced firms for response, coupled with direct contact by the Interim City Manager to further convey the expectations of the City and ensure the proposals submitted reflected a full understanding of the desired range of services and favorable outcomes. As indicated above, eight fully responsive proposals were received. Prior to review of the proposals by the Council sub-committee, the Interim City Manager contacted at least three (3) references for each of the proposals (except one that was an out of the area firm with no west coast experience nor contacts) to ascertain each firms' overall performance, quality of services, successful recruitments and suitability of outcomes for the agencies that retained them. All firms that responded were fully capable of providing the requested scope of service. The sub-committee independently reviewed all proposals, and through a structured evaluation process, jointly selected what they believed to be the top three firms that were the best match for Arroyo Grande. In addition to providing responsive and comprehensive proposals, these three firms had positive references and, key to the consideration process, successful recent city manager recruitments in the central coast area and a demonstrated knowledge of central coast dynamics. The three finalists were further interviewed by the sub-committee and Interim City Manager to assist in a final determination, with the outcome of the sub-committee unanimously recommending the firm of Teri Black & Company, LLC. Teri Black has most recently completed city manager recruitments for Lompoc, Pismo Beach and Manhattan Beach, as well as other high level executive positions, and regularly provides recruitment services for central coast communities including San Luis Obispo, Pismo Beach, Santa Barbara, Goleta, Ventura and Carpenteria. The firm's references provided exemplary observations of their performance. By practice, Teri Black, who will be the principle for this engagement, limits the firm's city manager engagements to only two at one time, to ensure they can provide undistracted, one to one service to their higher profile clients. Teri Black demonstrated a comprehensive understanding of the character of the central coast communities and incorporates an effective means of community and staff involvement if desired. Their proposal also Item 9.e. - Page 2 CITY COUNCIL CONSIDERATION OF CONSULTANT SERVICES FOR CITY MANAGER RECRUITMENT NOVEMBER 22, 2016 PAGE 3 provides a two year service placement guarantee consistent with the International City Manager Association (ICMA) Code of Ethics guidelines. The Not to Exceed cost from all eight proposals was very competitive, ranging from $25,000 to $29,500. Teri Black & Company LLC proposed to provide the service for $29,500, inclusive of all costs. While the City's time frame for the recruitment is fairly aggressive, it is consistent with the schedule proposed by Teri Black, who is also prepared to initiate the recruitment immediately upon approval. ALTERNATIVES: The following alternatives are provided for the Council's consideration- - Approve the recommendations as proposed; - Direct staff to perform the process in-house; - Request further information on other proposals received; or - Provide other direction to the sub-committee. ADVANTAGES: Use of a professional firm will provide the most effective approach to attracting the highest quality applicants for the position, and allow the recruitment to move forward in the most timely manner. DISADVANTAGES: The only disadvantage of using professional services is the additional cost. ENVIRONMENTAL REVIEW: No environmental review is required for this item. PUBLIC NOTIFICATION AND COMMENTS: The Agenda was posted at City Hall and on the City's website in accordance with Government Code Section 54954.2. Item 9.e. - Page 3 AGREEMENT FOR CONSULTANT SERVICES THIS AGREEMENT, is made and effective as of 2016, between Teri Black & Company, LLC ("Consultant"), and the CITY OF ARROYO GRANDE, a Municipal Corporation ("City"). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1. TERM This Agreement shall commence on November 23, 2016 and shall remain and continue in effect until June 30, 2016, unless sooner terminated pursuant to the provisions of this Agreement. 2. SERVICES Consultant shall perform the tasks described and comply with all terms and provisions set forth in Exhibit "A," attached hereto and incorporated herein by this reference. 3. PERFORMANCE Consultant shall at all times faithfully, competently and to the best of his/her ability, experience and talent, perform all tasks described herein. Consultant shall employ, at a minimum generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant hereunder in meeting its obligations under this Agreement. 4. AGREEMENT ADMINISTRATION City's Interim City Manager shall represent City in all matters pertaining to the administration of this Agreement. Teri Black shall represent Consultant in all matters pertaining to the administration of this Agreement. 5. PAYMENT The City agrees to pay the Consultant in accordance with the payment rates and terms set forth in Exhibit "B," attached hereto and incorporated herein by this reference. 6. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE (a) The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement. Pagel Item 9.e. - Page 4 (b) In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City pursuant to Section 5. 7. TERMINATION ON OCCURRENCE OF STATED EVENTS This Agreement shall terminate automatically on the occurrence of any of the following events: (a) Bankruptcy or insolvency of any party; (b) Sale of Consultant's business; or (c) Assignment of this Agreement by Consultant without the consent of City. (d) End of the Agreement term specified in Section 1. 8. DEFAULT OF CONSULTANT (a) The Consultant's failure to comply with the provisions of this Agreement shall constitute a default. In the event that Consultant is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Consultant for any work performed after the date of default and can terminate this Agreement immediately by written notice to the Consultant. If such failure by the Consultant to make progress in the performance of work hereunder arises out of causes beyond the Consultant's control, and without fault or negligence of the Consultant, it shall not be considered a default. (b) If the City Manager or his/her delegate determines that the Consultant is in default in the performance of any of the terms or conditions of this Agreement, he/she shall cause to be served upon the Consultant a written notice of the default. The Consultant shall have ten (10) days after service upon it of said notice in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement. 9. LAWS TO BE OBSERVED. Consultant shall: (a) Procure all permits and licenses, pay all charges and fees, and give all notices which may be necessary and incidental to the due and lawful prosecution of the services to be performed by Consultant under this Agreement; Page 2 Item 9.e. - Page 5 (b) Keep itself fully informed of all existing and proposed federal, state and local laws, ordinances, regulations, orders, and decrees which may affect those engaged or employed under this Agreement, any materials used in Consultant's performance under this Agreement, or the conduct of the services under this Agreement; (c) At all times observe and comply with, and cause all of its employees to observe and comply with all of said laws, ordinances, regulations, orders, and decrees mentioned above; (d) Immediately report to the City's Contract Manager in writing any discrepancy or inconsistency it discovers in said laws, ordinances, regulations, orders, and decrees mentioned above in relation to any plans, drawings, specifications, or provisions of this Agreement. (e) The City, and its officers, agents and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this Section. 10. OWNERSHIP OF DOCUMENTS (a) Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts, and other such information required by City that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of City or its designees at reasonable times to such books and records; shall give City the right to examine and audit said books and records; shall permit City to make transcripts therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment. (b) Upon completion of, or in the event of termination or suspension of this Agreement, all original documents, designs, drawings, maps, models, computer files, surveys, notes, and other documents prepared in the course of providing the services to be performed pursuant to this Agreement shall become the sole property of the City and may be used, reused, or otherwise disposed of by the City without the permission of the Consultant. With respect to computer files, Consultant shall make available to the City, at the Consultant's office and upon reasonable written request by the City, the necessary computer software and hardware for purposes of accessing, compiling, transferring, and printing computer files. Page 3 Item 9.e. - Page 6 11. INDEMNIFICATION (a) Indemnification for Professional Liability. When the law establishes a professional standard of care for Consultant's Services, to the fullest extent permitted by law, Consultant shall indemnify, protect, defend and hold harmless City and any and all of its officials, employees and agents ("Indemnified Parties") from and against any and all losses, liabilities, damages, costs and expenses, including attorney's fees and costs to the extent same are caused in whole or in part by any negligent or wrongful act, error or omission of Consultant, its officers, agents, employees or subcontractors or any entity or individual that Consultant shall bear the legal liability thereof) in the performance of professional services under this agreement. (b) Indemnification for Other Than Professional Liability. Other than in the performance of professional services and to the full extent permitted by law, Consultant shall indemnify, defend and hold harmless City, and any and all of its employees, officials and agents from and against any liability (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorneys fees and costs, court costs, interest, defense costs, and expert witness fees), where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Consultant or by any individual or entity for which Consultant is legally liable, including but not limited to officers, agents, employees or subcontractors of Consultant. (c) General Indemnification Provisions. Consultant agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this section from each and every subcontractor or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this agreement. In the event Consultant fails to obtain such indemnity obligations from others as required here, Consultant agrees to be fully responsible according to the terms of this section. Failure of City to monitor compliance with these requirements imposes no additional obligations on City and will in no way act as a waiver of any rights hereunder. This obligation to indemnify and defend City as set forth here is binding on the successors, assigns or heirs of Consultant and shall survive the termination of this agreement or this section. 12. INSURANCE Consultant shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit "C," attached hereto and incorporated herein as though set forth in full. 13. INDEPENDENT CONSULTANT (a) Consultant is and shall at all times remain as to the City a wholly independent Consultant. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and Page 4 Item 9.e. - Page 7 control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatever against City, or bind City in any manner. (b) No employee benefits shall be available to Consultant in connection with performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Consultant for performing services hereunder for City. City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing services hereunder. 14. UNDUE INFLUENCE Consultant declares and warrants that no undue influence or pressure was or is used against or in concert with any officer or employee of the City of Arroyo Grande in connection with the award, terms or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of the City of Arroyo Grande will receive compensation, directly or indirectly, from Consultant, or from any officer, employee or agent of Consultant, in connection with the award of this Agreement or any work to be conducted as a result of this Agreement. Violation of this Section shall be a material breach of this Agreement entitling the City to any and all remedies at law or in equity. 15. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES No member, officer, or employee of City, or their designees or agents, and no public official who exercises authority over or responsibilities with respect to the project during his/her tenure or for one year thereafter, shall have any interest, direct or indirect, in any agreement or sub-agreement, or the proceeds thereof, for work to be performed in connection with the project performed under this Agreement. 16. RELEASE OF INFORMATION/CONFLICTS OF INTEREST (a) All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without City's prior written authorization. Consultant, its officers, employees, agents, or subcontractors, shall not without written authorization from the City Manager or unless requested by the City Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the work performed under this Agreement or relating to any project or property located within the City. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives City notice of such court order or subpoena. Page 5 Item 9.e. - Page 8 (b) Consultant shall promptly notify City should Consultant, its officers, employees, agents, or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions, or other discovery request, court order, or subpoena from any person or party regarding this Agreement and the work performed thereunder or with respect to any project or property located within the City. City retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing, or similar proceeding. Consultant agrees to cooperate fully with City and to provide the opportunity to review any response to discovery requests provided by Consultant. However, City's right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. 17. NOTICES Any notice which either party may desire to give to the other party under this Agreement must be in writing and may be given either by (i) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, which provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by notice: To City: City of Arroyo Grande Robert K. McFall Interim City Manager 300 E. Branch Street Arroyo Grande, CA 93420 To Consultant: Teri Black & Company LLC Teri Black, President/CEO 3510 Torrance Blvd. Suite 209 Torrance CA 90503 18. ASSIGNMENT The Consultant shall not assign the performance of this Agreement, nor any part thereof, without the prior written consent of the City. 19. GOVERNING LAW The City and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation Page 6 Item 9.e. - Page 9 concerning this Agreement shall take place in the superior or federal district court with jurisdiction over the City of Arroyo Grande. 20. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material. 21. TIME City and Consultant agree that time is of the essence in this Agreement. 22. CONTENTS OF REQUEST FOR PROPOSAL AND PROPOSAL Consultant is bound by the contents of the City's Request for Proposal, Exhibit "D", attached hereto and incorporated herein by this reference, and the contents of the proposal submitted by the Consultant, Exhibit "E", attached hereto and incorporated herein by this reference. In the event of conflict, the requirements of City's Request for Proposals and this Agreement shall take precedence over those contained in the Consultant's proposals. 23. CONSTRUCTION The parties agree that each has had an opportunity to have their counsel review this Agreement and that any rule of construction to the effect that ambiguities are to be resolved against the drafting party shall not apply in the interpretation of this Agreement or any amendments or exhibits thereto. The captions of the sections are for convenience and reference only, and are not intended to be construed to define or limit the provisions to which they relate. 24. AMENDMENTS Amendments to this Agreement shall be in writing and shall be made only with the mutual written consent of all of the parties to this Agreement. 25. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Consultant warrants and represents that he/she has the authority to execute this Agreement on behalf of the Consultant and has the authority to bind Consultant to the performance of its obligations hereunder. Page 7 Item 9.e. - Page 10 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF ARROYO GRANDE CONSULTANT By: By: Jim Hill, Mayor Its: Attest: (Title) Kelly Wetmore, City Clerk Approved As To Form: Heather Whitham, City Attorney Page 8 Item 9.e. - Page 11 EXHIBIT A SCOPE OF WORK Consultant shall provide city manager recruitment services in accordance with the attached Request for Proposal (Exhibit D) dated September 28, 2016, and attached Consultants proposal (Exhibit E) dated October 26, 2016. Page 9 Item 9.e. - Page 12 EXHIBIT B PAYMENT SCHEDULE 1) Services are to be provided for a flat fee of$29,500. The flat fee includes all professional services and all expenses, as defined in the Proposal dated October 26, 2016. 2) Fees are to be billed on a monthly schedule per the Proposal. Page 10 Item 9.e. - Page 13 EXHIBIT C INSURANCE REQUIREMENTS Prior to the beginning of and throughout the duration of the Work, Consultant will maintain insurance in conformance with the requirements set forth below. Consultant will use existing coverage to comply with these requirements. If that existing coverage does not meet the requirements set forth here, Consultant agrees to amend, supplement or endorse the existing coverage to do so. Consultant acknowledges that the insurance coverage and policy limits set forth in this section constitute the minimum amount of coverage required. Any insurance proceeds available to City in excess of the limits and coverage required in this agreement and which is applicable to a given loss, will be available to City. Consultant shall provide the following types and amounts of insurance: Commercial General Liability Insurance using Insurance Services Office "Commercial General Liability" policy from CG 00 01 or the exact equivalent. Defense costs must be paid in addition to limits. There shall be no cross liability exclusion for claims or suits by one insured against another. Limits are subject to review but in no event less than $1,000,000 per occurrence. Business Auto Coverage on ISO Business Auto Coverage from CA 00 01 including symbol 1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event to be less than $1,000,000 per accident. If Consultant owns no vehicles, this requirement may be satisfied by a non-owned auto endorsement to the general liability policy described above. If Consultant or Consultant's employees will use personal autos in any way on this project, Consultant shall provide evidence of personal auto liability coverage for each such person. Workers Compensation on a state-approved policy form providing statutory benefits as required by law with employer's liability limits no less than $1,000,000 per accident or disease. Professional Liability or Errors and Omissions Insurance as appropriate shall be written on a policy form coverage specifically designated to protect against acts, errors or omissions of the Consultant and "Covered Professional Services" as designated in the policy must specifically include work performed under this agreement. The policy limit shall be no less than $1,000,000 per claim and in the aggregate. The policy must "pay on behalf of the insured and must include a provision establishing the insurer's duty to Page 11 Item 9.e. - Page 14 defend. The policy retroactive date shall be on or before the effective date of this agreement. Insurance procured pursuant to these requirements shall be written by insurer that are admitted carriers in the state California and with an A.M. Bests rating of A- or better and a minimum financial size VII. General conditions pertaining to provision of insurance coverage by Consultant. Consultant and City agree to the following with respect to insurance provided by Consultant- 1. onsultant:1. Consultant agrees to have its insurer endorse the third party general liability coverage required herein to include as additional insureds City, its officials employees and agents, using standard ISO endorsement No. CG 2010 with an edition prior to 1992. Consultant also agrees to require all Consultants, and subContractors to do likewise. 2. No liability insurance coverage provided to comply with this Agreement shall prohibit Consultant, or Consultant's employees, or agents, from waiving the right of subrogation prior to a loss. Consultant agrees to waive subrogation rights against City regardless of the applicability of any insurance proceeds, and to require all Consultants and subContractors to do likewise. 3. All insurance coverage and limits provided by Consultant and available or applicable to this agreement are intended to apply to the full extent of the policies. Nothing contained in this Agreement or any other agreement relating to the City or its operations limits the application of such insurance coverage. 4. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. 5. No liability policy shall contain any provision or definition that would serve to eliminate so-called "third party action over" claims, including any exclusion for bodily injury to an employee of the insured or of any Consultant or subcontractor. 6. All coverage types and limits required are subject to approval, modification and additional requirements by the City, as the need arises. Consultant shall not make any reductions in scope of coverage (e.g. elimination of contractual liability or reduction of discovery period) that may affect City's protection without City's prior written consent. 7. Proof of compliance with these insurance requirements, consisting of certificates of insurance evidencing all of the coverages required and an additional insured endorsement to Consultant's general liability policy, shall be delivered to City at or prior to the execution of this Agreement. In the event such proof of any insurance is not delivered as required, or in the event such insurance is canceled at any time and no Page 12 Item 9.e. - Page 15 replacement coverage is provided, City has the right, but not the duty, to obtain any insurance it deems necessary to protect its interests under this or any other agreement and to pay the premium. Any premium so paid by City shall be charged to and promptly paid by Consultant or deducted from sums due Consultant, at City option. 8. Certificate(s) are to reflect that the insurer will provide 30 days notice to City of any cancellation of coverage. Consultant agrees to require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, or that any party will "endeavor" (as opposed to being required) to comply with the requirements of the certificate. 9. It is acknowledged by the parties of this agreement that all insurance coverage required to be provided by Consultant or any subContractor, is intended to apply first and on a primary, noncontributing basis in relation to any other insurance or self insurance available to City. 10. Consultant agrees to ensure that subContractors, and any other party involved with the project who is brought onto or involved in the project by Consultant, provide the same minimum insurance coverage required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with subContractors and others engaged in the project will be submitted to City for review. 11. Consultant agrees not to self-insure or to use any self-insured retentions or deductibles on any portion of the insurance required herein and further agrees that it will not allow any Consultant, subContractor, Architect, Engineer or other entity or person in any way involved in the performance of work on the project contemplated by this agreement to self-insure its obligations to City. If Consultant's existing coverage includes a deductible or self-insured retention, the deductible or self-insured retention must be declared to the City. At the time the City shall review options with the Consultant, which may include reduction or elimination of the deductible or self-insured retention, substitution of other coverage, or other solutions. 12. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Consultant, the City will negotiate additional compensation proportional to the increase benefit to City. 13. For purposes of applying insurance coverage only, this Agreement will be deemed to have been executed immediately upon any party hereto taking any steps that can be deemed to be in furtherance of or towards performance of this Agreement. Page 13 Item 9.e. - Page 16 14. Consultant acknowledges and agrees that any actual or alleged failure on the part of City to inform Consultant of non-compliance with any insurance requirements in no way imposes any additional obligations on City nor does it waive any rights hereunder in this or any other regard. 15. Consultant will renew the required coverage annually as long as City, or its employees or agents face an exposure from operations of any type pursuant to this agreement. This obligation applies whether or not the agreement is canceled or terminated for any reason. Termination of this obligation is not effective until City executes a written statement to that effect. 16. Consultant shall provide proof that policies of insurance required herein expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Proof that such coverage has been ordered shall be submitted prior to expiration. A coverage binder or letter from Consultant's insurance agent to this effect is acceptable. A certificate of insurance and/or additional insured endorsement as required in these specifications applicable to the renewing or new coverage must be provided to City within five days of the expiration of the coverages. 17. The provisions of any workers' compensation or similar act will not limit the obligations of Consultant under this agreement. Consultant expressly agrees not to use any statutory immunity defenses under such laws with respect to City, its employees, officials and agents. 18. Requirements of specific coverage features or limits contained in this section are not intended as limitations on coverage, limits or other requirements nor as a waiver of any coverage normally provided by any given policy. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue, and is not intended by any party or insured to be limiting or all-inclusive. 19. These insurance requirements are intended to be separate and distinct from any other provision in this agreement and are intended by the parties here to be interpreted as such. 20. The requirements in this Section supersede all other sections and provisions of this Agreement to the extent that any other section or provision conflicts with or impairs the provisions of this Section. 21. Consultant agrees to be responsible for ensuring that no contract used by any party involved in any way with the project reserves the right to charge City or Consultant for the cost of additional insurance coverage required by this agreement. Any such provisions are to be deleted with reference to City. It is not the intent of City to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against City for payment of premiums or other amounts with respect thereto. Page 14 Item 9.e. - Page 17 22. Consultant agrees to provide immediate notice to City of any claim or loss against Consultant arising out of the work performed under this agreement. City assumes no obligation or liability by such notice, but has the right (but not the duty) to monitor the handling of any such claim or claims if they are likely to involve City. Page 15 Item 9.e. - Page 18 EXHIBIT D C,IT'Y OF IA � IF0 RI � ----------- City of Arroyo Grande REQUEST FOR PROPOSAL FOR CITY MANAGER RECRUITMENT SERVICES City of Arroyo Grande Office of the City Manager 300 E. Branch Street Arroyo Grande, CA 93420 Proposals Due October 28, 5:OOpm Item 9.e. - Page 19 CITY OF ARROYO GRANDE REQUEST FOR PROPOSALS CITY MANAGER RECRUITMENT AND SELECTION PROCESS September 28, 2016 PROPOSAL INTENT The City of Arroyo Grande, California is seeking the services of a highly qualified executive search firm to manage the recruitment and selection of its City Manager. The consultant should have the knowledge, demonstrated experience and expertise to advise Council on the recruitment and selection process, employ methods to ensure highly qualified candidates are attracted to the community and the ability to effectively involve key stakeholders. Proposals must be responsive to the City's request. The City shall determine the most responsive and qualified Consultant at a reasonable cost. Cost alone shall not be the determinative factor. The City reserves the right in its absolute discretion to make no award or contract. ABOUT ARROYO GRANDE Arroyo Grande is located in beautiful San Luis Obispo County, halfway between Los Angeles and San Francisco. Known as one of the"Five Cities,"Arroyo Grande is surrounded by Grover Beach, Oceano, Shell Beach, and Pismo Beach along California's Central Coast, just south of San Luis Obispo. Arroyo Grande provides an extraordinary quality of life to its 17,395 residents. The community's friendly, small-town atmosphere; outstanding climate; beautiful environment; and excellent recreation and entertainment opportunities make Arroyo Grande a very desirable place to live and work. The City comprises 5.86 square miles and includes acres of agriculturally productive land in a valley created by the Arroyo Grande Creek. Within the City, residents enjoy a unique combination of rural and urban qualities. Exceptional neighborhoods, a variety of shopping experiences, quality parks and sports facilities, a performing arts center, local hospital, and an outstanding school system all contribute to the community's premium quality of life. Arroyo Grande also offers award-winning wines, family-friendly festivals, and summertime concerts. The region's year-round Mediterranean and mild climate provides the ideal environment for taking advantage of the vintage California atmosphere. The summer months are naturally air conditioned by ocean breezes with occasional light fog, and the winters offer delightful and refreshing crispness. Arroyo Grande is within minutes of spectacular ocean beaches, Lopez Lake recreation area, campgrounds, hiking trails and several noted wineries. Founded in 1862 and incorporated in 1911, the City of Arroyo Grande has a Council-Manager form of government. The citizens of Arroyo Grande elect a mayor and four council members at large. Council members serve staggered, four-year terms, and the mayor is elected every two years. The City Council appoints the City Manager as well as the City Attorney. Arroyo Grande is a full-service city, including police, recreation, community development, parks, streets, sewer and water utility operations. Fire services are provided by the Five Cities Fire Authority, which contracts with the City for financial and personnel support. The City's existing budget is $42 million, including a $16 million general fund. There are currently 86 full-time and 70 part-time employees. The city has maintained a stable financial condition due to a number of City of Arroyo Grande 2 Request for Proposals City Manager Recruitment and Selection Process September 28, 2016 Item 9.e. - Page 20 proactive efficiency measures implemented in response to recent financial challenges and has continued to fund a comprehensive capital improvement program. The City offers a highly professional, stable, and friendly work environment. City staff maintain an outstanding relationship with the community, the City Council, and each other. Employees are committed to commonly shared values that were established through an organization-wide process. As a result, employment with the City provides a rewarding environment working with individuals that care about each other and the community they serve. BACKGROUND OF PREVIOUS CITY MANAGERS The recent City Manager separated services after a one year engagement with the City. The previous City Manager served for 14 years prior to his resignation. SCOPE OF WORK The City anticipates the search will involve five phases: Phase 1 November/December Candidate Profile, Recruitment Strategy and Brochure Phase 2 December/January Outreach and Advertising Campaign Phase 3 February Candidate screening and Interviews Phase 4 February/March Candidate selection, background, and offer Phase 5 March Appointment Start Date April 2017 The core services required include the following: • Being the primary contact with Council, guiding and advising them through the recruitment and selection process. • Meet with the City Council to facilitate discussion and to develop the City Manager candidate profile. • Interview the Executive Team and key stakeholders to determine desired characteristics of the City Manager. • Advise Council on all phases of the recruitment, including who should be involved and to what extent. This may include input regarding participation from key stakeholders, department heads, other staff and the community. • Develop recruitment materials. • Conduct a national outreach and advertising campaign aimed at producing the highest quality City Manager candidates. • Review and screen candidates. Personally meet with top candidates prior to presenting to Council. • Meet with the City Council to review recommendations for final candidates. • Recommend final selection process including meeting with the City Council to facilitate process to review final candidates. • Contact references and former employers and colleagues of the candidates. • Conduct background on final candidates by independent investigator. • Negotiate compensation package with final candidate if requested. City of Arroyo Grande 3 Request for Proposals City Manager Recruitment and Selection Process September 28, 2016 Item 9.e. - Page 21 The consultant or the City may propose additional tasks as deemed necessary to complete the assignment. Any additional work shall be compensated as agreed upon as defined in the Consultant's contract with the City. PROPOSAL FORMAT AND CONTENT Proposals should be concise and limited to the information requested. Each proposal shall include the following information in this format: Introduction A cover letter introducing the company and the individual who will assume the primary responsibility for the recruitment and be the contact with City Council. Understanding of Proposal Statement of your firm's understanding of the services to be performed and your commitment to provide the services as indicated in the RFP. Insurance A statement that the Consultant can meet the City's mandatory insurance requirements: The City requires Commercial General Liability Insurance with limits of not less than $1,000,000 per occurrence, Professional Liability Insurance with limits of not less than $1,000,000 per occurrence if available to a professional engaged in Consultant's regular course of business, and Worker's Compensation Insurance as required by the State of California. Qualifications and Experience Specific qualifications regarding your firm's experience in conducting an executive search for a City Manager, including resumes of the key personnel to be assigned to this project listing City Manager recruitment processes that they have coordinated over the past three years. Provide an estimated proportion of work to be performed by principal, associates and/or support staff. Work Plan Provide a brief description of the work plan, methodologies and approach proposed to carry out the tasks set forth in the Scope of Work. Costs Submit a flat fee proposal to complete the entire scope of work, including travel and incidental expenses. Proposals shall also include a list of personnel proposed to work on the project, allocations of time each person is to work on the project and hourly rates for those personnel. Cost proposals are to include all costs to the City. Schedule Provide a detailed timeline with proposed payment schedule, assuming the work will begin by December 2016. References Provide a minimum of three municipal references for City Manager recruitments conducted within the past five years. The references must be for searches conducted using the principal being recommended as a part of this proposal. Include with the name, entity, address, and daytime telephone number of the reference. City of Arroyo Grande 4 Request for Proposals City Manager Recruitment and Selection Process September 28, 2016 Item 9.e. - Page 22 The proposal must include an authorized signature binding the firm to the proposal for a ninety (90) day period. SELECTION PROCESS Each of the proposals received will be evaluated and determined if they meet the stated requirements of the Request for Proposal. Failure to meet these requirements will be a cause to eliminate the Consultant from further consideration. The City will not be liable for any costs incurred in the preparation of the proposal nor for obtaining the required insurance. The City reserves the right to reject any and all proposals, to waive any technicalities, to accept or reject the proposal and to be the sole judge of the suitability of the proposals submitted. The review committee, comprised of the Interim City Manager and City Council Ad Hoc Subcommittee, will evaluate the proposals. In addition to evaluating the written materials, oral interviews may be requested.A recommendation to the full City Council will be prepared generally based upon the following criteria, which is neither weighted nor prioritized: • Demonstrated understanding of the services requested. • Prior and recent experience in successfully performing similar work. • Qualifications of the firm and the assigned individuals. • Methodology and proposed approach in completing the work. • Background and related experience of the primary and other individuals assigned to this engagement. • Fees to be charged and overall cost effectiveness of the proposal. • Outcome of reference checks. SUBMITTAL Submit a total of 7 copies to: Robert K. McFall Interim City Manager 300 E. Branch Street Arroyo Grande, CA 93420 Show the following information on the outside of the package: • Consultant's name and address • City Manager Recruitment Proposal Closing Date: All proposals must be received by Friday, October 28, 2016 at 5:00 p.m. Any proposals received after that time will not be considered. For questions or additional information, please contact Robert K. McFall at bmcfallora or 805.473.5408. City of Arroyo Grande 5 Request for Proposals City Manager Recruitment and Selection Process September 28, 2016 Item 9.e. - Page 23 EXHIBIT E STELLAR TALENT. PREMIER SERVICE. - POWERFUL RESULTS. October 26, 2016 Mayor Jim Hill City of Arroyo Grande 215 E. Branch Street Arroyo Grande, CA 93420 Dear Mayor Hill: Teri Black & Company (TBC) is pleased to present this proposal to assist the City of Arroyo Grande with its efforts to successfully recruit a new City Manager. We are the recruiter of choice for many California communities and would be honored to add Arroyo Grande to our distinguished client base by assisting the City Council with a recruitment for a new City Manager. Founded in 2006, TBC is dedicated to providing the most personalized executive search services to clients and candidates in the industry. The business goals of the firm are centered on producing quality results and establishing long-term relationships with our customers. i ► Personalized service and attentiveness have never been more important in our industry as 60 the competition for outstanding talent continues to intensify. With our extensive network and 40 incomparable approach to client and candidate care, our consultants have developed tremendous credibility based on outstanding results and services. In fact, nearly all of our 60 business is a result of repeat customers. fir► TBC is not driven by volume which helps set us apart from our competitors.We are committed '' to providing customized and flexible service to our clients and will only take on a select 60 number of recruitments at any given time. In addition, TBC is one of only two woman-owned recruiting firms serving local government in the western United States. Detailed information about the firm and our clients is available on our website —www.tbcrecruiting.com. rr If retained, you will have my commitment that Arroyo Grande will receive the highest level of 60 attention and will not be delegated to junior level staff. Please do not hesitate to call if you 40 have any questions or need additional information regarding our services or qualifications. r Veri st regards, io c lir President/CEO 40 BLVD., • TORRANCE, CA 90503 tel • • r • PROPOSAL Executive Search Services for the CITY OF ARROYO GRANDE to recruit a CITY MANAGER October 2016 fir Item 9.e. - Page 25 TABLE OF CONTENTS SECTION PAGE I. CREDENTIALS & QUALIFICATIONS 1 ` II. RECRUITMENT STRATEGY 3 III. PROJECT TIMELINE 8 IV. REFERENCES 9 V. RECRUITERS & STAFF PROFILES 10 VI. PRICING, GUARANTEE & CONTACT INFORMATION 15 VII. COMPREHENSIVE LIST OF CLIENTS 17 SAMPLE RECRUITMENT BROCHURES Item 9.e. - Page 26 Arb- I. CREDENTIALS & QUALIFICATIONS Teri Black & Company, LLC (TBC) has a solid reputation for providing exemplary service to its clients and has enjoyed great success in recruiting impressive local government professionals for our clients throughout the western United States. Our Central Coast clients include the Cities of Pismo Beach, San Luis Obispo, Lompoc, Ventura, Santa Barbara, Goleta, and Carpinteria. As evidence of our clients' high satisfaction levels, nearly all of our projects are generated through repeat business and client referrals. 40 Just in the last 36 months, our completed City Manager and Assistant/Deputy City Manager searches include successful placements for the cities of Signal Hill, Redwood City, Manhattan Beach, Los Gatos, Pleasanton, Hermosa Beach, Imperial 40 Beach, Pismo Beach, Lompoc, and Aliso Viejo. Lastly, we are in the final stages of to placing a new Assistant City Manager for the City of Carlsbad. TBC has an excellent track record for recruiting well qualified candidates and has been very successful in attracting diverse candidate pools. We are frequently called 40 upon to manage exceptionally challenging assignments which are attributable to our commitment to personalized services and not limiting the amount of resources we dedicate to any given project. Because we are driven by a concern for quality results rather than volume, we limit the number of recruitments the firm handles at any given time. In addition, we are careful to only partner with clients that appreciate the value of highly personalized service and the importance of finding qualified candidates who would be a good fit rather than simply attracting individuals who meet minimum qualification criteria. TBC's insurance coverage exceeds the City's mandatory requirements and includes Worker's Compensation insurance. r+ 1 Item 9.e. - Page 27 Teri Black will lead this assignment and be closely supported by Julie Yuan-Miu (Senior Recruiter) and the other members of the TBC team. All of our recruiters maintain strong networks throughout various local government disciplines through their involvement and membership with numerous professional associations. Julie is based in Oakland, California. Profiles on the recruiters and staff who will be actively engaged in this assignment can be found in Section V. Vii► 40 r 2 Item 9.e. - Page 28 Akh II. RECRUITMENT STRATEGY The executive search strategy that follows describes four complete phases of a comprehensive recruitment for a Council appointed position. PHASE Client Feedback & Involvement The lead recruiter will work closely with the City Council to design the candidate profile, recruitment strategy and timeline in accordance with the Client's desires and expectations. It is our goal to gain a complete understanding of the experience, knowledge, expertise and strengths the City Council is seeking in a new City Manager, as well as learn more about the City's priorities, current and upcoming challenges, fiscal health, organizational culture, and composition of the management team. With respect to community input, most of our clients who desire extensive input rely on an online survey that can be posted on the City's website. This has proven to be the most popular, convenient and cost-effective strategy for our clients to obtain input throughout the duration of a recruitment and is the most accessible and user-friendly for constituents. At the City Council's discretion, the recruiter can also meet with various stakeholders of the organization including the current Interim City Manager. These supplemental meetings sometimes allow us to obtain additional feedback and gain a broader understanding of the community along with the organization's culture and inner workings. It is also quite common for the lead recruiter to solicit input from department heads and the City Manager's key support staff. This additional knowledge can often be helpful to the recruiters as they assess the critical factors relating to candidate "fit" later on in the process. 40 r 40 60 3 Item 9.e. - Page 29 In order for TBC to represent the opportunity with conviction and credibility, we prefer to get as much information and feedback as possible before the recruitment is officially launched. Because our clients know their organizations best, we rely on their guidance to determine the best sources of information upon launching each assignment. Strategy Refinement Following the gathering of feedback, TBC will develop a detailed timeline for the project along with a proposed methodology for attracting the best possible candidates. 40 A detailed timeline and overall strategy will be reviewed and approved by the Council prior to execution. Material Development & Production Immediately following the client feedback activities, the lead recruiter will draft advertising and recruitment brochure text for the Client's review. This information (description of community, culture, organization, ideal candidate profiles, compensation/benefits, etc.) should accurately summarize what was learned from the feedback sources. Sample TBC recruitment brochures are included at the end of this proposal. PHASE II Advertising & Marketing Once the lead recruiter develops a clear understanding of what the Client is seeking, TBC will create customized advertising and marketing campaigns specifically for this recruitment. Both the traditional and electronic campaigns will be interrelated to ensure the position has a powerful presence in the marketplace. 40 6 Once the advertising is executed, TBC will distribute the recruitment brochure with a personalized cover letter to the national network of professional contacts in our database via traditional and electronic mail. The job will also be promoted through the firms social media presence via ©, Linked[M. and 's . TBC has the most active social media presence in the industry. 4 Item 9.e. - Page 30 Personalized Outreach As an intensive follow-up to the advertising and marketing campaigns, the recruiters will personally contact the individuals targeted and generate new contacts through referrals made by respected sources. The most impressive candidates are usually found this way and it frequently requires several persuasive conversations to attract them into a recruitment if they are content and successful in their current position. The majority of highly qualified candidates will not necessarily respond to an advertisement; therefore, extensive proactive outreach is required. Our clients pay for results and that's exactly what we deliver. Unlike many of our competitors, TBC invests whatever time is necessary to generate a number of outstanding candidates from which the Client can make a selection. While most of our competitor's charge additional consulting fees beyond a specific threshold, we do not limit the number of consulting hours, travel or meetings dedicated to any given project. PHASE III Resume Assessment While the lead recruiter will review resumes as they are received, a final detailed review of each submission will be conducted immediately following the closing date of the recruitment. Those candidates determined to be the most highly qualified will be selected for a screening interview. The TBC online application system was introduced to the market nearly 10 years ago and was the first in the public sector executive search industry. Leveraging the power, reach and accessibility of the internet, TBC pioneered a modern digital experience for both candidates and clients. Since then, some of our competitors have followed suit, but TBC continues to set the bar with enhanced website security features, 128-bit GO encryption, two-step authentication, strong passwords, and secure candidate 40 database storage to keep candidate information safe and confidential. 40 � 5 Item 9.e. - Page 31 so Screening Interviews TBC does not restrict the number of candidates to be screened. Rather, we interview every candidate who meets our Client's criteria. As a rule, this group frequently amounts to 8-12 candidates. The number of candidates screened ranges from just a handful of professionals for highly specialized positions to more than 20 for highly coveted opportunities. Report to Client Following the completion of the screening interviews, the lead recruiter will develop a written report that includes: a master list of all the applicants, resumes and cover letters for each candidate interviewed, a one-page profile summarizing each candidate's professional history, plus an overview of the recruiter's initial assessment of each individual based on their experience and the results of their screening interview. TBC will send the written report to the Client in advance of a scheduled meeting that will be dedicated to reviewing the results of the recruitment, discussing each candidate screened, and planning for the final stages of the selection process. Candidate Communications & Care Throughout the entire recruitment, TBC will take responsibility for communicating with the candidates during each stage of the search. In addition, the City should feel free to refer any inquiries from potential or existing candidates directly to the lead recruiter at any time during the engagement. We handle all administrative aspects of the assignment. TBC is ultra-attentive to internal candidates. Our recruiters make sure they understand the process and are kept informed at every juncture as they may have never worked with a recruiter before. We take great care to meet the needs of the entire candidate pool throughout the engagement as it is critical that all the participants, regardless of whether or not they are selected, have a positive experience and leave the process with a favorable impression of the City of Arroyo Grande. 6 Item 9.e. - Page 32 PHASE IV Selection Process TBC will design and administer an appropriate final selection process for the City Manager search. Most City Manager selection processes entail at least one interview with the City Council supplemented by follow-up interviews with the very top ranking candidate(s). Additional assessment activities can be developed such as executive level psychological assessments, writing and presentation exercises, problem solving scenarios, etc. We tailor all of our processes to best meet our clients' needs and will assist the decision makers with deliberation. Background & References Following the final process and the Client's selection of its top candidate, TB&Co. will conduct thorough background and in-depth reference checks. Our background checks are performed by a licensed private investigator and entail credit, driving record, civil, criminal and academic credential records checks. Court records checks include county, state and federal systems. Media, internet and social networking checks are also included. The reference checks are conducted by a TBC consultant and are typically supplemented by comments generated from contacts that do not appear on the candidate's reference list. Extensive written reports are provided to the Client for review and recordkeeping. Negotiations Once the Client reviews and is comfortable with the findings in the reports, TBC is available to assist with negotiations on compensation, benefits, start date and other transition details to bring the assignment to successful completion. 40 7 Item 9.e. - Page 33 III. PROJECT TIMELINE The phases of the project outlined in the proposal can be completed within 100-120 days of the initial contact with the Client. A visual of the projected timeline is included below and assumes that preliminary work and coordination will commence late November, however, we will work in accordance with the Council's desires. City of Arroyo Grande City Manager 1 8 Item 9.e. - Page 34 IV. REFERENCES Client: City of Pismo Beach Tel: 805.773.4657 Contact: Mayor Shelly Higginbotham Searches: City Manager, Community Development Director, Administrative Services Director, Public Works Director Client: City of Manhattan Beach Tel: 310.802.5056 Contact: Wayne Powell, Mayor Mark Danaj, City Manager Searches: City Manager, Community Development Director, Public Works Director, Human Resources Director, Police Chief, Fire Chief, Building Official, City Engineer Client: City of Lompoc Tel: 805.736.1261 Contact: Bob Lingl, Mayor Searches: City Manager Client: City of Pleasanton Tel: 925.931.5054 Contact: Debra Gill, Human Resources Director Searches: Assistant City Manager, Library Services Director, Director of Operations & Water Utilities, Community Development Director, Fire Chief, Assistant Finance Director 9 Item 9.e. - Page 35 ® V. RECRUITERS & STAFF PROFILES Teri Black, President/CEO Following a distinguished career in local and federal government, Teri has been dedicated to public sector executive search since 1999. Serving communities with populations in the millions to as small as 1,500 over the last 16 years, she has built a substantial base of clients across the Western United States that continually rely on her personalized service and recruitment expertise. In addition to cities and counties, Teri's clients also include special districts, utility agencies and non-profit ® organizations. She has managed a multitude of high profile and sensitive recruitments over the years. Prior to starting her own firm in 2006, Teri was affiliated with Shannon Executive Search/CPS Human Resource Services and The Oldani Group. Before entering the executive search profession, Teri served as a Chief of Staff in the U.S. Department of Justice/COPS Office in the Clinton Administration. Her local government experience includes management positions in the Cities of Santa Ana, Lakewood and Oakland, California. As a consultant, clients find her prior government experience to be of tremendous value as they often comment, "She has walked in our shoes and understands our business." Teri earned her Master's degree in Public Administration from the University of Southern California and holds a Bachelor's degree from California State University, Fullerton. She is a graduate of the UCLA Anderson School of Management's invitational certificate program for entrepreneurs and a founding member of Cal- ® ICMA's Preparing the Next Generation (PNG) committee which has served as a model for the national association. Teri Black will serve as the lead recruiter on this engagement. 10 Item 9.e. - Page 36 Julie Yuan-Miu, Senior Recruiter i Julie joined TBC after a distinguished 28-year career in municipal government. She began her public sector career in human resources and was promoted to the director's level in 1995. Her full range of experience includes recruitment and selection, personnel and benefits administration, training, as well as classification and compensation. Julie has served as the chief spokesperson in labor negotiations, and continued in this role in her position as the Assistant City Manager for the cities of Tracy and Pleasanton. Her numerous accomplishments extend well beyond Human Resources. As Assistant City Manager, Julie oversaw the successful completion of several multi-million-dollar 60 construction projects and community facilitation efforts. The breadth of her local government experience also includes service in the cities of Concord and Milpitas, as well as the Dublin San Ramon Services District. Julie received her MPA degree from California State University East Bay and holds an MPH degree from the University of Hawaii (East West Center) along with a Bachelor of Science degree from Cornell University. so While Julie is involved in the majority of the firm's searches and plays a key role in supporting the needs of our growing loyal client base. She has a unique passion for recruiting and incredibly sharp instincts when it comes to personnel matters. Julie is based in Oakland, California. fir+ 60 iii► 11 Item 9.e. - Page 37 GO Bradley Wardle, Senior Recruiter Brad joined TBC in 2015 after a distinguished 30-year career of diverse experience in all areas of emergency response and management. He served as Fire Chief of the 40 Mountain View Fire Department from April 2010 to May 2015 and has since been engaged in all of the firm's public safety recruitments. Prior to that, Brad began his career as a firefighter for the City of West Jordan and over the next 25 years he rose through the ranks eventually serving as Fire Chief for 6 years. During this time, he also served as Interim City Manager. Brad has held numerous leadership and teaching positions—including serving as President of the Santa Clara County Fire Chiefs Association and President of the Utah State Fire Chiefs Association. He has taught courses in Emergency Services Public Administration as an Adjunct Faculty Member for Utah Valley University. Mr. Wardle is a member of the International Association of Fire Chiefs. He holds a ' Master of Public Administration Degree from the University of Utah, a Bachelor of Science Degree in Consumer Studies and Economics from the University of Utah and an Associate of Arts Degree in Fire Science from Utah Valley State College. Brad is based near Salt Lake City. r 40 ! 12 Item 9.e. - Page 38 Tracey Hill, Engagement Manager Tracey is responsible for managing the numerous administrative activities and so logistical coordination associated with TBC recruitments and special projects. Her 15 years of project management experience benefits the company in many ways. From overseeing our massive database, ensuring contractual requirements are met and interacting with candidates to coordinating background checks, she is involved with all aspects of the search process. Tracey is also charged with the most difficult responsibility in the practice— managing Teri's calendar! In addition, she serves as an outstanding resource for candidates and sets a high bar for the firm's commitment to five-star quality service. Ina nutshell, she serves as Teri's invaluable "right hand" in ensuring that all client and candidate 6 needs are met. Prior to joining the firm more than 7 years ago, Tracey held a variety of finance, IT and project management related positions with Northrop Grumman and Toyota Motor Sales, USA. Lucia Vo, Executive Assistant Lucia interfaces extensively with our candidates and works alongside Tracey to help ensure our clients and candidates receive the proper care and support. A great deal i of her time is spent handling incoming calls, monitoring our online application system, responding to e-mails, and assisting candidates with their submissions. 6 Lucia has worked in various administrative capacities in the private sector throughout Europe and the United States. She graduated from Technic University Kosice in Slovakia majoring in Business Administration. 61 60 16 13 Item 9.e. - Page 39 Ingrid Safranek, Business Manager r Ingrid has been a Certified Public Accountant in California since 2006. She worked for Deloitte & Touche from 2002 to 2006, where she was part of the audit teams for large and small, private and public clients such as Computer Sciences Corporation, Infonet (later acquired by British Telecom), Candle! Corporation (later acquired by IBM), Kubota, Primedia, Inc., Gold Circle Entertainment, and the Performing Arts Center, among others. Her focus was on the technology, media and entertainment industries. She is also the owner of Goldstein Enterprises, a management consulting firm that has served numerous clients by providing them with business practices analyses and software application development in order to streamline day-to-day operations and maximize efficiency. Among Ingrid's past and current clients as owner of Goldstein Enterprises were Nestle USA, Warner Bros. Studios and RJR Fashion Fabrics. Most recently she was the Chief Financial Officer and Vice President of MMRGlobal, Inc., a publicly reporting company in the Health IT space that provides and resells Personal Health Records and document imaging and scanning systems along with the licensing of its intellectual property. She is well versed in contract negotiations and worked closely with the CEO and the Board of Directors. b. Ingrid received a B.A. in Business Economics with a minor in Accounting from UCLA. i 14 60 Item 9.e. - Page 40 4 (AW VI. PRICING, GUARANTEE & CONTACT INFORMATION 4 The flat fee for this City Manager assignment is $29,500. This includes all work outlined in Phases I — IV in the proposal's scope of work. The professional fee covers the entire scope of work and does not cap the number of visits or the amount of time (6 invested in bringing the project to a successful conclusion. Expenses include (O' advertising, brochure design and reproduction, administrative support, report supplies, printing/copying, postage and delivery charges, as well as recruiter's travel to (16 related to client meetings and interviews. We fully recognize that we are not the lowest priced option in the industry. The firm has a well- established reputation for 40 consistently delivering outstanding service and results for our clients. The loyalty of our distinguished client base repeatedly demonstrates a superior return on investment and affirms the depth of our commitment to add value to the organizations and communities we serve. 4W 4 4, Fees are billed on a monthly basis as work is completed. Expenses are billed at their 4r actual level and are never marked-up or inflated with special fees. Placement Guarantee Because we have a high degree of confidence in our work, TBC's placement guarantee for Council appointed positions is double the industry standard. Consistent with the ICMA Code of Ethics, if a candidate selected and appointed as (4r City Manager by the Arroyo Grande Council as a result of a TBC recruitment (40 terminates employment for any reason before the completion of the first two years of service, TBC will provide the City with the necessary consulting services required to secure a replacement. Professional consulting services are provided at no cost to the Client; expenses are covered by the City. 15 Item 9.e. - Page 41 Company Contact Information Business address: 3510 Torrance Blvd., Ste. 209 Torrance, CA 90503 Telephone: 424.296.3111 Web site: www.tbcrecruiting.com Skype Address: tbc.recruiting Twitter: @TBCRecruiting Federal Tax ID: 13-4346458 Primary Contact: Teri Black teri@tbcrecruiting.com Office: 424.296.3111 Mobile: 310.781.0878 Company Officers: Teri Black, President/CEO Joseph E. Brann, Vice President 40 16 Item 9.e. - Page 42 AV VII. COMPREHENSIVE LIST OF CLIENTS Cities Aliso Viejo Anaheim Arlington, TX Ashland, OR Belmont Beverly Hills Brisbane Buena Park Burbank Burlingame Cannon Beach, OR Carlsbad Carmel-by-the-Sea Carpinteria Chandler, AZ Colorado Springs, CO Concord Costa Mesa Daly City Davis Del Mar Denver, CO Dublin East Palo Alto EI Cajon Eugene, OR Fairfield Fort Worth, TX Fremont Fresno Fullerton Goleta Hayward Healdsburg Hermiston, OR Hermosa Beach Hillsborough Huntington Beach Imperial Beach sill Laguna Niguel La Habra La Palma La Quinta Lakewood, CO Livermore Lomita Lompoc Long Beach 17 Item 9.e. - Page 43 Los Altos Los Banos Los Gatos Lynwood Manhattan Beach Marina Menlo Park Modesto Moreno Valley Mountain View Murrieta Napa National City Newport Beach Oakland Palo Alto Pasadena Piedmont Pismo Beach Pittsburg Pleasanton Prescott Valley, AZ Pomona Poway Provo City, LIT Rancho Cordova Redlands 40 Redwood City Riverside Roseville San Diego San Jose San Leandro San Luis Obispo San Mateo Santa Barbara Santa Clara Santa Clarita Santa Cruz Santa Monica i Signal Hill Sunnyvale Surprise, AZ Torrance Tracy Turlock 40 Tustin Ventura Vista West Sacramento 40 Woodside, Town of 6-1 Yucca Valley, Town of GO 18 Item 9.e. - Page 44 Counties Alameda Contra Costa Denver, CO (City/County) Lane, OR Los Angeles Merced Monterey Napa San Diego to Santa Barbara Special Districts/Authorities Ashland, OR Parks Commission Beach Cities Health District Calleguas Municipal Water District Castaic Lake Water Agency Goleta Water District Hi-Desert Water District Menlo Park Fire Protection District Mesa Consolidated Water District Municipal Water District of Orange County Sacramento Metropolitan Fire District San Ramon Valley Fire Protection District Southern California Association of Governments West Basin Municipal Water District Universities Cal State Los Angeles 19 Item 9.e. - Page 45 i f b j i S i% f J; ii i r e✓✓4n/R �u/� .. /d'�/J�jfr3„V i 1/ Frll^Ny��'!"" dWWFiuP w+ r' i i j J" afl a 1 ® City of Ca 1 1 forma 1` 1 ° ax / is 1 ME / j iio I la i%,,,,, ,, it/////r3 ,i�.. l�/!/���///�//�/, iii%��/�%i ///iiiii i,ii ,i ,�„ -r✓r „;;,, ,,,,,,,,, i f �i„ fa i fl a e f Annually, thousands Pismo Beach benefits from of Monarch butterflies impressive fiscal strength, a stable migrate to Pismo work force and valuable political s Beach, clustering in stability. Dedicated to an effective California's largest functioning democracy,the City 9 populated Monarch Council is thoughtful, respectful, and s butterfly grove adheres to a comprehensive Code from late October of Ethics that was formally adopted through February. in 2005. The Council also has an s' Pismo Beach hosts established practice of meeting many annual events annually to define short-range, including a Classic mid-range, and long-range goals for i Car Show, 4th of the City and staff at the beginning July Fireworks, of each calendar year. In addition, G o u Stride With The Tide, Jubilee By the the City Council has reached Sea Jazz Festival, St.Anthony's agreements with the labor groups l The Cit of Pismo Beach is a Y Celebration and the Annual Clam to reform retiree health and pension classic California beach community, Festival. benefits, ensuring long-term fiscal «` offering visitors and residents a health for the City. unique opportunity to enjoy one Pismo PiBeach has a reputation for of California's longest and widest � stretches of white sand beaches. providing superior customer service The Cit has over 20 Cit and maintaining a high quality of life City y parks The City of Pismo Beach is a and hiking trails, award-winning cliff full service, general law city. The and service for both its residents top restaurants and hotels,varied City's commercial base is primarily and visitors. The candidate selected recreational opportunities, and tourism-oriented and is the largest will inherit an outstanding executive team that enjoys performingin a unique shops and outlets. Within source of revenue for the City. The a short distance of Pismo Beach, FY 2012-13 General Fund budget professional and rewarding culture. r wineries, championship level golf is$15.9 million (total budget$30 Kevin Rice has served as City l i Manager since March, 2004. This i courses, whale watching,ATV riding million). Pismo Beach currently on the dunes, deep-sea fishing, maintains its reserve policy of 20 recruitment is being initiated in i preparation for Mr. Rice's retirement and beautiful state parks can be percent. % enjoyed.The City is located on the scheduled for February 2013. Pismo Beach operates under California Central Coast in San Luis Sm of an spo FranciscoCounty, yand way betweeesn 9 vemmentI.The C anager tyrCouncil Los Vision f0f along Pacific Coast Highway 1 and is comprised of a Mayor directly Highway 101. elected for a two-year term, andMd l h � four Council Members elected to The resident population of Pismo staggered four-year terms. There Provide a safe place; Beach is approximately 7,655 with a are no term limits.The City Manager maintain its small beach seasonal tourist population reaching is responsible for the administration 18,000®32,000. The City enjoys a of City affairs, and is assisted by an town character;expand into i temperate marine climate all year administrative team,which includes our Sphere Of Influence; long,with an average temperature the City Attorney and department maintain a vibrant tourist- of 70 degrees.A high quality of life, heads for Administrative Services, based economy, while a low crime rate, clean air, and a City Clerk, Public Works, Community strong sense of community prideDevelopment, Police, and Fire.The becoming a world-renowned make Pismo Beach a wonderful City Manager appoints the Directors tourist destination. s, ir place to work and live. for each Department. r Ills... 1 i i �J j A visible and The individual selected shall be 1. accessible manager, active in the profession and familiar the ideal candidate with emerging trends and best will be a credible practices in local government. and diplomatic California experience is encouraged communicator. He/ but not required. He/she will convey iJ she must be an a sophisticated understanding 1, i' outstanding writer of state and federal legislative JV r` and speaker who can processes as the City maintains a e ectively synthesize visible presence in both Sacramento i complicated subject as well as Washington, DC. 1` matter into concise The Pismo Beach City Manager understandable is expected to be an effective o terms. The City ambassador and passionate 5P Idpal C Manager will have the ability to advocate for the City's best interest. present well organized analyses and Experience as a Cit Manager The ideal candidate will be a options to policy makers in order p y ger visionary and confident leader to facilitate thoughtful and well- and/or Assistant/Deputy City who inspires excellence. Knownanager, or department director in informed decision making. for setting high expectations and a municipality of similar complexity 1 holding people accountable, he/ The ideal candidate will possess is desirable. Experience serving in t she will be an empowering working superior interpersonal skills along a comparable setting that involves manager whose style is dominated with demonstrated long-term tourism, coastal issues, large-scale success in building and maintaining special events or other dynamics 1" by a strong appreciation for cohesive g g P y teams. The City Manager's staff productive working relationships with that trigger dramatic fluctuations internal and external stakeholders.A in populations and/or service currently enjoys a strong sense P P of team and high morale through reputation for interacting productively demands is preferred. Involvement top down participation in staff with elected and appointed officials in economic development activities events that enhance camaraderie, will help to ensure a smooth and/or downtown revitalization strengthen relationships and bring transition for the new City Manager, efforts is highly desirable.A track an appropriate level of fun to the Previous experience or exposure record of being accountable for workplace. Committed to being an to constructive labor relations is large scale projects from conception influential mentor, he/she will take desired. to completion will be considered a sincere interest in maximizingfavorably. Familiarity with land use A history of good judgment and wise issues, such as annexation, will be the potential and success of decision making that includes a track 1 welcomed. subordinates. record of selecting exceptionally A results-oriented leader,the ideal talented professionals will be proven A expected.candidate will demonstrate the ability ex P P - -- to facilitate organizational discipline ability to make around adopted goals and priorities. tough decisions Revealing a strong business mindset when necessary and impressive financial acumen, is also required to �. the ideal candidate will have a succeed as City history of being a good steward Manager in Pismo of public resources. The ability to Beach. (rr be innovative while being fiscally responsible will be considered favorably.The City Manager will convey an ongoing willingness to low explore new ideas and a desire for , continuous improvement. ((i' City o l. Ca I i f o r n is 1 f= Life Insurance: � Group term lifeT-3 r` i insurance is Teri Black&Company provided. Your Executive Search Solutiari' Vacation: Up to Teri Black-Brann 22 days per year Tel 310.377.2612 1 depending on years Carolyn Seeley of service. Tel 949.487.7606 TERI BLACK& COMPANY, LLC Holidays: 13 days y info@tbcrecruiting.com per year, www.tbcrecruiting.com Sick Leave: 12 1, days per year. 'Fin, Ten (10)years of municipal Administrative Leave: 80 hours per �r management or administrative f year. experience along with a Bachelor's degree in public or business Car and Phone Allowance: $300 Immediate! following the submission 'r administration, or related discipline and$55 per month respectively. y g deadline,the candidates with the is required.A Master's degree is J, preferred, Additional Benefits: City offers most relevant qualifications will be o additional benefits such as additional interviewed by the lead consultant. 1 life and other insurances, Deferred Those individuals determined to [omponatiofi Compensation program, and be best suited for the position will Employee Assistance Program, be interviewed by the City Council in October.Ana ointment is Salary will be DOQE.The City also pp offers an attractive benefits packageQ anticipated in December following that includes, but is not limited to: I I ph c d I}l 0 fl ad additional selection activities and the ,U completion of extensive background S0 0dion Process Retirement: California Public and reference checks. Employees Retirement System (PERS)--2% @ 60.The City The closing date for this recruitment l; currently contributes 3%of the is Sunday, September 16, 2012. member contribution.At retirement, Upload resume, cover letter and list y unused sick leave may be converted of six professional references online rn�ClpotunityoDAE p y �gccaP i Y �pps��funl�/�®A ErrtpPgyer. to additional retirement credit.The using the"Apply Now"feature at City Manager receives$4,500 www•tbcrecruiting.com. annual City Paid Contribution to 457 ......____. ........ ....._.... .. � Plan (paid in 24 equal payments). � � � � Retiree Health Insurance is available upon retirement from the City,with lifetime City contribution of$112 G pper month.The City participates in Social Security, y o � Cafeteria Plan: Up to$1,071 monthly allowance to purchase medical, dental, and vision insurance with available provision to opt out 1 and receive up to$554 per month in taxable cash.The City offers both PPO and HMO medical plan options rr / i For more information regarding Pismo Beach and the City Council goals, visit wwwpismobeach.org. J; l; r% i �i 1 o i a / o qL III III/% 1 Am , / wa t / r i Al j rk /r J A / fiit 1� r , � rr i 'i j „j f %� '� ttm7i l4 k(Pf fd 7¢n ' �V v,��✓ JO✓MwVs2Wv �. , ' i o ; i Li to provide the best services,programs and opportunities for Redwood City residents.It's a terrific place to do business,with appealing , h neighborhoods anchored by a strong sense of community,making r Redwood City a natural place to call"home.' Redwood City's Coe Purpose Build a Great Community Together v. ; Redwood City is a Charter City operating under the council manager form of government.The City Council consists ers who are elected of seven members at-Barge to four-year r staggered terms(with a four-term limit).Council Members select the THE COMMUNITY Mayor and Vice Mayor from amongst their colleagues to serve in those respective capacities for a period of two years.The Council appoints orated hi the Silicon Valley at the center of the San Francisca the City Manager,City Attorney,and the City Clerk,The City Council Pena°in sUlla,the City of Redwood City is known as a creative, meets regularly on two Mondays of each month. Lnnovative and dynamic organization and community.With a population of over 78,000 the city has a healthy blend of residential, Redwood City is strategically driven and financially stable.The City i commercial and industrial elements in a community that stretches from Council adopted the most recent two-year budget in June 2014.I he the San Francisco Bay to the hills of the San Francisco peninsula,The City's FY2014-15 General Fund budget is$96.6 million(total budget city is home to a busy Caltrain station where commuters from both San $195 million)and municipal services are delivered with the support of Jose to the south,and San Francisco to the north,arrive into one of over 500 employees.The City is full service city with the departments t the most tech-savvy communities in the world.Redwood City is home of Community Development,Finance,Parks Recreation and Community to Oracle,Electronic Arts,Silver Spring Networks,Box and Evernote, Services,Library,Police,and Public Works,along with the City t; among numerous other world-class high tech companies.Other large Manager's Office,City Clerk's Office,and City Attorney's Office.The employers include Sequoia Hospital,Kaiser Permanente,the County of Redwood City Fire Department serves the Cities of Redwood City and AN San Mateo,and the Redwood City School District. San Carlos. y Redwood City offers outstanding accommodations,top entertainment, As part of its strategic planning process,the Council develops broad jand diverse dining options.The City's pedestrian-friendly and strategic initiatives which are updated annually.Each initiative contains 0 increasingly vibrant Downtown honors the community's heritage and is a range of strategic goals and supporting objectives which the City home to a growing number of restaurants,and an evolving mix of retail Manager,two Assistant City Managers,Department Directors,and staff to fit every consumer mood.The beautiful Courthouse Square stands use in developing detailed work programs to carry out the Council,s as the centerpiece of Downtown and has become the gathering place vision.Extensive information regarding the City and the Council's for people from throughout the community and the peninsula.Redwood Strategic Priorities can be found at www.redwoodclty.org. City enjoys a ane-of—a-kind waterfront including the Redwood Shores After serving for nearly five years as City Manager and for a total neighborhood,with ample recreational opportunities right on the Bay. of 10 years in varices City leadership positions,Dr.Robert Bell has %i The community also boasts the only deep-water port in the south San r Francisco Bay,in addition to a yacht harbor and numerous bayfront announced plans to retire at the end of June 201 �.In his tenure as City Manager,Dr.Bell led Redwood City out of the worst economic residential options. downturn in decades and implemented the City Council's vision for ;i World renowned academic institutions such as neighboring Stanford economic growth and financial solvency.He also implemented a University as well as the University of California at San Francisco,the University of San Francisco,Santa Clara University,and numerous others are located nearby.K-12 education is provided by three a school districts and two local Charter High Schools.Canada College, one of the San Mateo Community College District's three college campuses,is also located in the City.Stanford has made a long- term commitment to the community by recently approving the first lr phase of an administrative campus in Redwood Ci 1�markin the initial implementation of multi-year development agreement and the l° ' University's first significant expansion outside its main campus. The success and health of Redwood City is built upon the community's diversity,civic pride and involvement,strong neighborhoods,and each r individual's sense of responsibility for making the City a better place U for all.The City works diligently to maintain positive productive working relationships with its various community partners that work together 0 a f1w ee G, -` Redwood City's top professional will be an open-minded and decisive FF f leader who is comfortable with constructive debate that stimulates superior problem salving.He/she will exhibit impressive tolerance for the natural tensions and frustrations that accompany growth while remaining relentlessly optimistic about the ability to navigate an inclusive path forward.A courageous professional,he/she will l be resolute in his/her willingness to provide unpopular advice when ;. appropriate in the best interest of the community and be attentive to treating all council and community members fairly. E® no The idea)candidate will embrace the principles of community oriented QU CE government and have a history of demonstrated success in creating and maintaining mutually beneficial partnerships that serve the best interests of the community.He/she will be an articulate,confident and , direct communicator who is visible and accessible to the community �t new organizational structure and filled several key department head as well as to staff.In addition,a high degree of emotional intelligence, positions in addition to successfully implementing the City Council's flawless integrity and well developed interpersonal skills will be expected.The City Manager of Redwood City must also be comfortable legislative priorities,which included strengthening Redwood City's local economy,revitalizing Downtown,and protecting the environment with proactive and ongoing civic engagement as a regular business through the drafting of the City's first Climate Action Plan. practice.Recognizing the importance of the City's relationship with its entire constituency,familiarity with contemporary tools and strategies 1 The new City Manager will inherit an exceptionally talented and that enhance community interaction and connectivity is encouraged. , cohesive executive team.This group of highly competent and action- oriented professionals are at the top of their respective games and Exemplified through record of admirable accomplishments,the lined leader withiili l selected will be a resent and disc sincerely care about the Redwood City community.There is incredible individualP synergy amongst the team which relies on clear direction,timely the proven ability to keep teams focused around an organization's communications and encouragement to innovate from the Manager's direction and strategic priorities.An energetic leader with impressive 1 stamina,he/she will be known for maintaining a calm and consistent office.The team culture is further characterized by the dedication to hard work,a strong community orientation,quality results,mutual Professional demeanor that endures even in the face of crises.He/ managing large-scale she will be adept at scale chap e and not be afraid to respect and the refreshingly sharp sense of humor displayed by its P g g g - g members.To ensure this high-performing,fast-paced municipality challenge status quo or long accepted norms. remains progressive,department heads are expected to stay abreast Valuing the experience and depth of his/her team,he/she will have of best practices and innovations within their respective disciplines and a history of empowering managers and listening to internal experts are encouraged to explore applicable ideas from the private sector. as well as key advisors.As both a student and a teacher,this lifelong learner will also enjoy mentoring others and be dedicated to ongoing p f THE IDEAL CANDIDATE professional growth and organizational development.The ideal candidate will utilize hWher experience as a proven strategist to 1 edwood City's ideal candidate will be a visionary and nimble proactively position the organization to accommodate future change in header who conveys a contemporary results-oriented approach service demands and expectations. to city management.A forward-thinking professional,he/ % she will have the proven ability to lead and inspire talented executives Executive level experience as a City Manager,Assistant/Deputy City and managers in the achievement of ambitious goals to which strong Manager or equivalent role is highly desirable.Professionals with communities and organizations aspire.An empowering and supportive Public and/or private sector management experience with strong manager,the individual selected will possess a history of attracting and local government knowledge and familiarity will also be considered. retaining high performers committed to excellence. A Bachelor's degree in public or business administration,or other J: The ideal candidate will exhibit exceptional political acumen and have a track record for reliably carrying out the will of an elected or appointed body.The City Council is desirous of attracting candidates who reveal the sophisticated competencies necessary to effectively serve passionate policymakers who are admirably devoted to creating them best possible quality of life for their community,but sometimes have U; different ideas about how this best be c � professionals will also possess the ability to assist the Council w�h interpreting their. r needs and desires of a commune undergoing an exciting et uncertain 1 community 9 � 9 � 9y � % � t transformation.To that end,the individual selected must possess the skills required for facilitating well informed decision making around - complex issues and helping elected and/or appointed officials achieve ` consensus whenever possible.He/she will have mastered the delicate art of balancing varying interests and perspectives of a diverse array of � w stakeholders amidst times-of significant change. t i j; Deferred Compensation—Four plans available;voluntary. contribution 401(a) The PARS Defined Contribution Retirement Enhancement I Plan is available to Executive Level Managers.City pays contribution of r, 2%of compensation. Income Protection—The City provides basic plan coverage for Life � and Accidental Death and Dismemberment and Long Team Disability s�ft with additional coverage available for purchase by employee;additional coverage for severe medical issues and disability income is available. 9 City 9 Relocation/Housing Assistance—The Ci Council will negotiate a mutually agreeable employment areement that may include housing assistance,temporary housing,and relocation assistance. l relevant discipline is required and a Master's degree is preferred. California experience is desirable,but lack of in-state experience APPLICATION & should not prohibit qualified candidates from applying, PROCESS o Senior level management experience that demonstrates the ability to he closing date for this recruitment is midnight on Sunday, effectively and courageously deal with difficult and complex issues while maintaining resiliency and building that capacity in others will May 17,2015.To be considered for this opportunity,upload Tcoverhelp establish the new City Manager for long-term success. letter,resume and list of six professional references using the"Apply Now"feature at www.tbcrecruiting.com. Previous experience managing a city or organization through various cycles of growth will be considered favorably.The ideal candidate will j offer a background in urban planning and community development and i be familiar with performance measurement and tracking tools suitable for local government.Expertise in high performing organizations is desired and in-depth knowledge of municipal finance and labor relations is strongly preferred. COMPENSATION & BENEFITS Teri Black•424.296.3111 Julie Yuan-Miu•925.820.8436 alary will be competitive with the current market and DOGE, TERI BLACK COMPANY LLC E Salary is supplemented by an attractive benefits package that 9 Uig includes,but is not limited to the following features: www.tbcrecrwtmg com Retirement_.CalPERS 2%@ 60 for current members;2%@ 62 for f new members J f Medical Insurance--Choice of two PPOs and two HMOs all ""°'""" administered by CaIPERS);City pays 90%of monthly premium,up to $1,562 monthly for 2015. Fallowing the closing date,resumes will be screened in relation to the o criteria articulated in this brochure.Applicants with the most relevant Dental/Vision--City pays 90%of the monthly premiums for qualifications will immediately be granted preliminary interviews by the employees and their qualified dependents consultants.Candidates deemed to be the best qualified will be invited Flexible Benefit Plan(Cafeteria Plan) Allows employees to interview with the City Council in June.The City Council anticipates l to contribute tax-free income for medical premiums,healthcare making an appointment shortly thereafter following the completion reimbursement and dependent care reimbursement of extensive background and reference checks,plus compensation Car Allowance- $400 per month negotiations.Please note this will be a completely confidential D Process and that references will not be contacted until the end of o t Professional Development--Professional development the recruitment and,at that time,will be done so in close coordination reimbursement up to$750 per year,education reimbursement up to with the candidate impacted.No names of candidates will be released, 0 r except for that of the selected candidate at the conclusion of the $65 per year. p i In-Lieu Hours—160 hours per year process. Vacation/Sick Leave--Vacation accrual rate of two to five weeks per year based on total public sector/industry experience;sick leave is accrued at a rate of 1 day per month I i o �% THIS PAGE INTENTIONALLY LEFT BLANK Item 9.e. - Page 54