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HomeMy WebLinkAbout2010-09-21 City Council Agenda Packet 09/21/10 MATERIALS RELATED TO AN ITEM ON THIS AGENDA SUBMITTED TO THE CITY COUNCIL AFTER DISTRIBUTION OF THE AGENDA PACKET ARE AVAILABLE FOR PUBLIC INSPECTION IN THE CITY CLERK’S OFFICE AT PALO ALTO CITY HALL, 250 HAMILTON AVE. DURING NORMAL BUSINESS HOURS. Agenda posted according to PAMC Section 2.04.070. A binder containing supporting materials is available in the Council Chambers on the Friday preceding the meeting. Special Meeting Council Conference Room September 21, 2010 6:00 PM ROLL CALL ORAL COMMUNICATIONS Members of the public may speak to any item not on the agenda; three minutes per speaker. Council reserves the right to limit the duration or Oral Communications period to 30 minutes. ACTION ITEMS Include: Public Hearings, Reports of Committees/Commissions, Ordinances and Resolutions, Reports of Officials, Unfinished Business and Council Matters 1. Interview and Selection of a Recruitment Firm for City Attorney Recruitment CMR 362:10 and ATTACHMENT ADJOURNMENT Persons with disabilities who require auxiliary aids or services in using City facilities, services, or programs or who would like information on the City’s compliance with the Americans with Disabilities Act (ADA) of 1990, may contact 650-329-2550 (Voice) 24 hours in advance. TO: HONORABLE CITY COUNCIL FROM: DATE: CITY MANAGER SEPTEMBER 21, 2010 DEPARTMENT: HUMAN RESOURCES CMR:362:10 REPORT TYPE: ACTION ITEM SUBJECT: Interview and Selection of Executive Recruitment Firm for City Attorney Search RECOMMENDATION The Council Appointed Officers Committee (CAO Committee) recommends that the City Council interview three executive recruitment finns and select one to conduct an executive search for the new City Attorney. DISCUSSION On September 7,2010, the CAO Committee reviewed the eight responses to the Request for Proposals to recruit for the new City Attorney. After review and discussion, the CAO Committee selected three executive recruitment finns and directed staff to coordinate interviews for the City Council with these fmalists on September 21,2010. The three recruitment firms selected for interviews were Ralph Andersen & Associates, William Avery & Associates and Bob Murray & Associates. POLICY IMPLICATIONS This recommendation is consistent with prior Council policy of using an executive recruiter for Council Appointed Office recruitments. ATTACHMEMTS A: CAO Committee Minutes from 09/07/10, Item I) Review Proposals from Executive Search Firms Related to the City Attorney Recruitment B: Scope of Services for Executive Recruitment Services for the Position of City Attorney C: Proposal for City Attorney Recruitment by Ralph Andersen & Associates D: Proposal for City Attorney Recruitment by William Avery & Associates E: Proposal fro City Attorney Recruitme -y_Bob Murray & Associates DEPARTMENT HEAD: __ 4==~,.;;:..L::::::-'=-"::---=-~==-=) ==-===-=_._~_ .. ___ _ Director of Human Resources CITY MANAGER APPROV AL:--A --=----bL--'----<'--7"Ir--"-"-------' CMR:362:10 Page lof I ATTACHMENT A CITY COUNCIL COUNCIL APPOIN"rED OFFICERS COMMITTEE Special Meeting September 07,2010 The Council Appointed Officers Committee of the City of Palo Alto met on this date in the Council Conference Room at 6:04 p.m. Present: Espinosa, Klein, Price, Scharff Absent: ORAL CQMMUNICATIONS Mark Petersen-Perez, Palo Alto spoke regarding First Amendment Rights of speech. Herb Borock, Palo Alto spoke regarding Brown Act issues with the CAO Committee. ACTION ITEMS 1. Review Proposals from Executive Search Firms Related to the City Attorney Recruitment. Director of Human Resources, Russ Carlsen spoke regarding the outreach done and the proposals received from executive search firms related to the City Attorney recruitment. He stated that there were eight responses received. Chair Klein said the Committee had a great deal of weight to choose a path. When they chose the City Manager the committee narrowed down the consultant applicants. The full Council then voted on the City Manager. They had less involvement in the City Auditor recruitment. He said those were two different procedures. Mark Petersen-Perez said the City Attorney should do more than protect the City against litigation. But he should also protect the people. 09/07/10 City Manager, James Keene spoke regarding things that the CAD Committee should look at when reviewing and selecting the firm to conduct the search. Mr. Carlsen agreed that the reputation of the recruiter is critical. Mr. Keene spoke about the public's perception and thoughts about who the Council would hire as the recruiter. . Council Member Scharff asked if there was anyone that should be eliminated from the list of applicants based on reputation. He also asked about their strengths and weaknesses. Mr. Carlsen said they have had positive experiences with several of the recruiters. Of the organizations that have the most experience, it's a profession, they know how far to reach out to get applicants. He stated he had concerns, there are a couple of firms that he has not worked with and so doesn't know about them, and they should all be fairly close in their costs. He stated the City can negotiate the costs especially in the area of the brochures and stuff. Council Member Scharff asked if the principal person representing the firms are available for the next step. Mr. Carlsen advised that they have spoken with them and they have indicated that would be available to continue in the process, especially over the next several weeks. CounCil Member Scharff asked for clarification on whether the principal person of the firm would be conducting the recruitment personally. Chair Klein stated that he felt the person who is conducting the search, whether it is the principal person or someone else, they should also be present at the interview. Mr. Carlsen stated that would be what they expected. Chair Klein stated he had two suggestions, one would be to discuss the eight firms that applied and the other would be to do a ballot similar to the way Board and Commission applicants are voted on. Council Member Scharff asked whether they would vote on the firm to do it, or several to interview. 2 09/07/10 Chair Klein stated his suggestion is to vote for three to interview. They would then give these to Council to interview. Council Member Scharff stated he would like to meet the applicants and then suggest to Council on who to recommend. Chair Klein stated that interviews would be conducted at the CounCil level. Council Member Scharff stated he wants to interview a selection of them. Chair Klein stated that it would then be a two interview process. The CAD committee needs to whittle it down to a smaller group for Council to interview. Council Member Scharff asked staff if they would have three or four firms to recommend. Chair Klein stated he feels awkward about doing it that way, as there should be a separation of powers, and this should independent of staff's desires for a firm. Mr. Carlsen said he did have reservations regarding several of the applicants. He stated at some point he would like let Council know about his concerns with several of the firms. Council Member Espinosa stated that if staff has serious reservations about the firms then the Committee and Council should be made aware of them. Mr. Carlsen stated that JuriStaff does not have a lot of experience in the public sector. Mr. Keene said he was not familiar with one of the firms. He had dealt with some non public sector recruiters in a public sector position and it had been problematic. He said the Committee should consider what the Council was looking for. Chair Klein said a lawyer that had practiced CA Municipal law should be what they are looking for. City Clerk, Donna Grider read the results of the ballot: Council Member Scharff: Avery Associates, Ralph Anderson & ASSOCiates, Bob Murray & Associates 3 09/07/10 Council Member Price: Bob Murray & Associates, Ralph Anderson & Associates Chair Klein: Avery Associates, Bob Murray & Associates, Ralph Anderson & Associates Vice Mayor Espinosa: Avery Associates, Ralph Anderson & Associates, Bob Murray & Associates Ms. Grider announced that the three firms for Council to interview would be Avery Associates, Bob Murray & Associates, Ralph Anderson & Associates. Mr. Keene confirmed that they were going to schedule interviews before the full Council at a Council Meeting. Chair Klein said they should look at the September 13th and September 20th as possibilities. Mr. Carlsen stated that his suggestion is for September 20th • Chair Klein stated the date would be dependent upon the Council agenda for that night. Mr. Keene asked how long the interviews might take. Chair Klein stated he felt it would last 60-90 minutes, giving each candidate 20 minutes for their interview. Mr. Carlsen suggested a special meeting in the Council conference room. Chair Klein agreed and suggested 6:00 p.m. Mr. Carlsen said that would be best to allow a solid conversation Chair Klein said they would need to vote in a public meeting because it wasn't a personnel matter. Council Member Price asked if it was appropriate to ask major questions toward the candidates at this time. Mr. Carlsen said he could check with the Attorney's Office. 4 09/07/10 Council Member Price questioned the number of hours proposed by Avery. She had a concern about the number of hours compared to.the other applicants. Mr. Carlsen said often they ask for additional services, so it was up to the Council to determine the number of hours. Council Member Price stated if you translate the hours into weeks, it was a large amount of hours. Council Member Espinosa asked if there is a lesson learned here about reaching out to firms to get the best applying for these. Mr. Carlsen stated that staff did a broader search for firms, including a national site. He felt that we did a better outreach. He stated that some firms simply don't apply for one reason or another. Council Member Price stated she believes the economy plays into why firms apply or don't apply. 2. Consideration of Request of City Auditor Maternity Leave and Appointment of Acting City Auditor. City Auditor, Lynda Brouchoud stated she was here to discuss her request for leave of absence and her request to bring in an Acting City Auditor while she is on leave. Chair Klein confirmed his understanding that the City's policy was for a total of 6 months, and not 6 months prenatal and 6 months postpartum. Ms. Brouchoud read the City's Merit System Rules on maternity leave, stating they read "Non-disability prenatal and/or postpartum leave is available under this provision, but such leave shall not begin more than 6 months prenatal nor extend more than 6 months postpartum." Chair Klein asked for clarification on whether it was 3 months prenatal and 3 months postnatal. Ms. Brouchoud stated she believes that it reads 6 months before and 6 months afterwards. Chair Klein asked for clarification on the agreement that she would take a total of 6 months leave, within the 12 month period. 5 09/07/10 City Manager, James Keene asked whether it could be a year. Chair Klein stated his interpretation was different. Council Member Price asked for clarification on how it relates to the Family Medical Leave Act. Council Member Scharff stated that was a separate issue. Chair Klein stated that he believes that that states 6 months also. Assistant Director of Human Resources, Sandra Blanch said there were various rules that overlap. The City Auditor read the City Merit Rules provision which shall not begin no more than 6 months prenatal, nor extend more than 6 months postpartum. She noted that that has not been the practice. Chair Klein stated that he and Ms. Brouchoud had spoken and had agreed that it would be a total of 6 months. Ms. Brouchoud stated that there is the non-disability and the disability part that speaks to 4 months. She stated she was not looking to go on disability. Mr. Keene stated that the way he read it, it cannot begin more than 6 months before, nor extend more than 6 months after. It isn't specific about the amount of time. Ms. Brouchoud stated that if the concern was that it was more than 6 months than she could delete 3 weeks off of it on the end. Chair Klein stated that was consistent with his interpretation based on the meeting with Ms. Brouchoud. Council Member Price recommended deferring action on this until there is a clear interpretation of the language. Ms. Blanch stated that Ms. Brouchoud's request is for 6 months postpartum. Chair Klein stated there has to be a decision made due to the need to get an acting auditor prior to Ms. Brouchoud's leave in October. Council Member Price stated that if there can be clarification within 2-3 days, that she felt they could make a better decision. 6 09/07/10 Mr. Keene asked if there is more information available that HR might have. Ms. Blanch stated that there is also the Family Medical Leave (FMLA) which states 3 months. Chair Klein noted that the. City's rules provided more time than FMLA Ms. Blanch agreed. Chair Klein asked Ms. Brouchoud to clarify the amount of time she was requesting. Ms. Brouchoud stated she would like the 6 months afterward, but that she would like to take some time before to prepare. Chair Klein agreed. Ms. Blanch confirmed that her request was for 3 weeks prior to the expected birthdate. Council Member Price asked if staff had a clear interpretation of the rules. Ms. Blanch stated it was an unusual request to take 6 months postpartum, however, the understanding of the merit rules states that is possible. Past practice has been to allow time off prenatal, and then work with the employee postpartum. Chair Klein stated he did not agree. He asked if the employee left 1 month prenatal, would the rules then allow her to take an additional 6 months postpartum. Ms. Blanch stated yes per the merit rules, however this is not a typical request. Chair Klein stated that rules need to be reviewed. Vice Mayor Espinosa asked for clarification that our rules currently allow an employee to take 6 months prenatal and 6 months postnatal. Ms. Blanch answered yes. Council Member Espinosa reconfirmed that that is currently allowed. 7 09/07/10 j j I j Mr. Keene asked for clarification that there are rules that state there is a certain amount of time that an employee can take prenatal and postnatal, that some has been past practice, or the fact that Council has the discretion to decide. Council Member Scharff asked who writes and interprets the Merit Rules. Ms. Blanch stated they are drafted with HR and legal staff. They are then reviewed by the bargaining units before going to Council for approval. Council Member Scharff asked if there was any formal written interpretation as to whether it was 6 or 12 months total. Ms. Blanch stated not in writing, only in the Merit Rules. Council Member Espinosa stated normally it is 6 months. Council Member Scharff stated he felt 12 months was a long time. Ms. Blanch stated that the rules also apply to Public Safety personnel. Chair Klein stated this is non-disability. Council Member Price asked for confirmation what the rules state and does Ms. Brouchoud's request fall within the rules. She felt the rules needed to be clarified so that every case isn't brought before Council. Ms. Blanch confirmed that what Council Member Price was looking for was clarification on the Federal, State, as compared to our Merit System Rules. Mr. Keene stated that staff needs to provide the Council with our policy parameters and practice so they can make an informed decision. Ms. Brouchoud stated that to assist with the decision tonight, she would agree to begin her leave on October 18, 2010, and lasting for 6 months. Council Member Price stated that she did not want Ms. Brouchoud to change her plans tonight due to the confusion regarding the policy. However, if she felt comfortable with her statement that was ok. Mr. Carlsen stated that the rules allow it and there is a provision to grant this request. He stated that it is usually not done that way, and staff works with the employee to have them return sooner, or at least part-time as soori as possible. 8 09/07/10 Chair Klein stated that he heard Ms. Blanch state it was one year. Mr. Carlsen stated that the clear answer is that there is a provision to grant Ms. Brouchoud's request. Chair Klein stated that Ms. Brouchoud is here because she does not report to the City Manager, and so there are no rules in that sense, only the Federal and State rules. Those rules grant less leave time. Mr. Carlsen asked for clarification if the Merit Rules apply to all employees. Ms. Blanch stated she believed they did. Council Member Price asked if there was language within Ms. Brouchoud's contract that covered this. Ms. Brouchoud states that she follows the Management and Professional Compensation Plan and the Merit Rules, similar to other employees. She recommended that her leave begin on October 18, 2010, and end 6 months after that date so that the Committee could move forward with a decision. She stated that her primary concern was to make sure the Council has adequate time to hire an acting auditor before her leave begins. She wants to insure that her office is fUlly prepared for her leave. MOTION: Council Member Scharff moved, seconded by Council Member Price to accept her leave beginning on October 18, 2010 and ending 6 months later. MOTION PASSED: 4-0 Chair Klein confirmed that her maternity leave would be without salary, except for from vacation leave, etc. Council Member Scharff asked if the CAO Committee can have Staff look into this and if necessary change the rules. He felt 1 year was a long time. Mr. Keene stated Staff would look into this, respond with a memo and if necessary agendize it at a later date. He asked for clarification that if there was a need to change .her leave date due to unanticipated circumstances was that possible. Chair Klein answered yes. 9 09/07/10 Mr. Carlsen stated that she has the option to use her leave balances during this, however, she is choosing to take her leave without pay. Ms. Brouchoud stated that the leave is unpaid, no salary, but she can take her accumulated leave time. Ms. Brouchoud stated that the Auditor's Office had several reports that were either in the works or close to completion, and if there was not someone there to coordinate this, Council may not receive the reports. Council Member Espinosa asked how she would structure the department if there was not an Acting City Auditor. Ms. Brouchoud stated the Auditor's Office does not have a deputy position, and that at the time she was hired there was no one in charge. This caused some problems as Staff did not have someone to oversee their work. She stated that was another option and there are probably more. Her preference is to get someone in to oversee the office. Council Member Espinosa asked if there is the potential to have the interim or acting come from within the department. Ms. Brouchoud stated that would be taking a Senior Auditor up two steps and it is her recommendation to bring someone in who was either a Deputy City Auditor or in a similar position. Chair Klein asked if Ms. Brouchoud had someone in mind for the position. Ms. Brouchoud stated that there is someone she could refer to the Committee. MOTION: Council Member Council Member Scharff moved, seconded by Chair Klein to hire a temporary person. Council Member Scharff stated the referral is good, however thought should be given to the referral. Chair Klein stated he agreed with that. He said Staff should check with a variety of people and should not hire a recruiter for this. Council Member Espinosa asked if there was a way to have a truncated announcement or someplace to list this so that it is open to more applicants. He stated he wanted to insure that if there was someone who is interested they would get the notification. 10 09/07/10 Ms. Brouchoud stated there is an association for auditors and there are a couple of places to advertise. Council Member Scharff stated that due to the time frame this needed to move quickly. Mr. Keene suggested that there might be agencies that have interested people who have public service background that might be interested in a temporary position. There might be agencies that have Auditors, Deputy City Auditors or retirees that might be interested. Council Member Price stated that Staff should look at all options. Chair Klein wanted to insure that Staff could get this online within the week and set the deadline of September 24, or October 1, 2010. Council Member Price stated that it would make it easy if they accepted Ms. Brouchoud's recommendation. MOTION PASSED: 4-0 3. 2010 -2011 Compensation for City Manager, City Clerk and City Auditor. Chair Klein stated he put this on the agenda and that there should be no change in their compensation and it should follow the SEIU contract. Due to the City Attorney retiring that position is not being included in this. MOTION: Chair Klein moved, seconded by Council Member Council Member Scharff to make no changes in compensation, to follow the SEIU contract for the City Auditor, City Clerk, and City Manager. Mark Petersen-Perez spoke regarding his employee performance reviews and how he used that in their compensation. Council Member Espinosa spoke about how pay is usually tied to performance, and that the evaluations of our Council AppOinted Officers spoke for themselves. He appreciates the hard work that they put in daily and he knows how hard they work. He stated his is sorry that due to the economy they cannot offer raises to them or to the rest of the City Staff. Council Member Scharff stated he agreed with Vice Mayor Espinosa and that he also felt they did a great job. 11 09/07/10 MOTION PASSED: 4-0 ADJOURNMENT: The meeting adjourned at 7: 11 p.m. 12 09/07/10 ATTACHMENT B Scope of Services Executive Recruitment Services for the Position of City Attorney , The City of Palo Alto is seeking proposals from well-qualified consulting finns to conduct executive recruitment search services for the position of City Attorney. The City's current City Attorney will be leaving October 30, 2010. The City Council is interested in conducting and completing a full search as quickly as possible. The selected· firm would also assist in developing a thorough assessment process for candidates who are seeking to fill the position. The selected recruitment fum will work for the City Council. The Human Resources DirectoE will act as staff liaison. Listed below are the services to be completed during the term of the contract: l. In coJtiunction with the City Council, develop a plan schedule and budget fur the City Attorney recruitment. . 2. Su~ect to the approval of the City Council, develop a candidate profile, position description and applicant qualifications. The candidate profile, position description and applicant qualifications will be developed by the selected. consultant based on interviews with the City Council, staff; as well as input from the community 3. Develop, recommend and place appropriate advertising and marketing materials for the position that targets qualified candidates. 4. Attract top candidates possessing a working knowledge of local govemment and municipal law who best satisfy the requirements and qualifications of the position. 5. Conduct personal outreach recruitment to ensure that competitive candidates from diverse backgrounds apply for the position. , 6. Review and screen applicants, including verification of credentials, qualifications and recommendations, Evaluate candidates against the approved candidate profile, position description and applicant applications; conduct preliminary interviews and background checks on selected candidates and recommend superior candidates to the appointing authority for review. Prepare profile of experience, skills assessment and analysis of strengtbs and weaknesses for each candidate to be reviewed 7. Coordinate, attend and facilitate the City's interview process of selected candidates. Assist in preparing interview questions and other techniques to evaluate candidates. 8. Conduct background and reference checks on final candidates and prepare a confidential reference report on each. Firm shall assist City with identifying former co-workers, supervisors, Council members' and community members of the top candidates as part of completing the reference checks, Other Services In addition, please provide information and costs related to ail other reasonable and cw;tomary duties associated with an executive search, Also provide any guarantees your firm may provide regarding the appointment made as a result of this recruitment and any guarantees your firm may provide shoul!i the recruitment be unsuccessful during any stage of this process, !.-~ .. ~ .. ~ ,~ .:j .;:, .~ .~ .. ~ :::j ::j ~ :~ .~ :~ '.~ .:> :~ .~ .:!> .'!) .~ .~ .~ :~ .. ~ :~ :~ .:~ f~ '~ :~ -? ~ .~ .~ ~ .~ .~ "~ .. ~ . .., .~ ~ City of Palo Alto Table of Contents 1--PlWI-OSAI. SUMMARY ••• '"_" .. ,..._nu"' ........... '" ............ , ..... ~." ...... _ •• "'.."u.~u ........ "" ......... -." ......................... _ ••• 1 Our Understartding of the Assigrunent ~ ... ~ .... U ........ H.H.U ... H ....... H ...... U .. u ••• ~ ......... H ..... UH .... uu •• uH •••••• l Histoty' of the F.innH"U~""" .• ~ .•. u~u.u, •••• on ........ U~~U.H' .a ..... uu~ ... ~ .. , ....... u ••• " .................... UH., ••• u .. , .......... 3 Range of8ervices Offered .... 4U ...... u ..... u .. ~.HHn~ ••• U,. ................. H •• H .... H.Hu ... nu ................ _n •• H ............ H.4 Finarlcial SOlvency.u •• Hou •••• H •••• H.HH ..... ~ •• h.~ ••• " ••• uHH .. HHH •••• HH.H ••• _ •••• _ •• ~.~u .............. " .................... ,.~5 Litigation .HiS'k)ry •• n ••••• ~ .... ~ .. ~~ ."u ••••••••••••••• d .. U~ ......... Ht •••••••• ~ •• H.,. •• u ........... u. •• u .......... u ~ •••••• , ••••• , •• v.u~~H ••• 5 3 -QUALIFICATIONS OF TIlE Ftnt ~U" .... ' .... +".nn+ ... n .... u •• u" ............... _''' ........... u .. U" ..... \Io .... , ...... , .. "' ........... 6 Our Professional Competency in Local Government ." .............................. "" ........................ ,. ....... 6 Relative .Projects .. U •• hH .. "".HHHU.U .. ~ ......... h.un'.~ .... '.HU ...... U ...... H ••••• HH ••• ~ ... > ................ + •• + •• u .............. H .. 6 ReferencesOH.n~ ...... HH ••• HH •••..• H .• * ............ HU"~ ... ~ ... H ..• u •••• H •. U.H~uu' •• n •• h ..•..•. H .. nu ........ u ••• u~ ••• ~ ... nuU 7 Our Awroach to the R.ecnli1ll1eIlt ProcesS~ ... H •••••••• ~ ....... n .. ~~n ............ U.uu •• Hn •••••••• .,. ......... H ........... ~.u.9 s~ Search Work Plan ............ ~ ....... H .............. 1' ....... ~ •••• u ....... " ............ u ......................... u •••• u •••• ~.9 5 -PROPOSED INNOV ATIONS ..... 411<0 ............... , ... , ............... _ ........... u,.., •••••• , .... .,. .. u ......................................... ,,12 6 -PR.OJECT STAFFING ..... uu .. ~''' ...... '' .... u ..... u .. u ........... u ..... '' .... n __ n ........ "., ...................... _.-.... 1' ...... "" •••• _ ...... 13 .Project Cost~ ............. u •••••••••• 4 ••• nnHuuHh ....... ~H •• "'U4.~4H4 ••• h~ ....... ~.U •• V •• ~ ..... ~ •• HH •• H.* •• h •• ~h ............... " ••• 15 Project Timing u ......................... ~* ....... H .. H •••• n •••••• H~***~~ ...... ~.~ .. uH ........................... u .............. Hu ...... 16 I" .~ '., ~~ I,~ ~, I,~ ~~ ',' (~ I~ l!l i' ., (~ '!l " " I~ ,~ ,~ ,., .~ ,~ ,~ ," I~ ~ .~ ~ .~ .~ ~ ~ ~ .~ ~ J~ .~ :~ City of Palo Alto 1 -Proposal Summary Our Understanding of the Assignment The City Council has requested a proposal to assist in the identification and recmitment of a highly qualified group of candidates for the position of City Atromey. In particular, the City Council is .~eeking a firm with the professional experience 1u clearly assess the City's needs and formulate a straiegy to deliver qlUllity rl!SlIits. At Ralph Andersen & Associates, we believe that gaining a complete understanding of our eli· ent's specific objectives and priorities is essential prior to launching any search assignment. This process includes the identification and incorporation of a variety of important details such as the candidate's desired skills and experience as well as .the critical "soft skills" related ro tempera- ment, personality, management philosophy and other factors thst will ultimately determine the candidate's "fjt" with the organization. We therefore begin each search by working closely with your leadership, stakeholder,l, staff, and when appropriate, your commnnity to ensure a complete pictllItJ of the desired candidate pool is developed. Our team-oriented approach matched \\ith this 360 degree pel'llptlctive means we en- SIlItJ thst a complete understanding of the organization's mission and culture translates into those ~ecific trails and characteristics necessary to ellSure the selected candidate is successful in the position. We understand that the City Council expects aggressive, personalized outreach to identify a di- verse and highly qualified applicant pool and a selection process that includes comprehensive candidate reports based on thorough reference and background checks. We will begin with fully detailed profiles of the desired candidate's characteristics and build a recruItment strategy that is tailored ro meet the City's specific needs. The resulting outreach and advertising campaign will incorporate the extensive use of personal outreach to recruit a diverse and highly qualified group of candidates. ;~ ~~ :~\ f~ ~.') :" ~.~ ~, ;~ ~ C, I I,~ ~ ~~ IJIJ>, ,,'II City of Palo Alto As requested in the City's RFP, provided below is the COll1act information for thl: Project Direc- tor: Name: Heather Renschler Address: 5800 Stanfurd Ranch Road, Suire 410, Rocklin, CA 95765 Phone: (916) 630-4900 Fax: (916) 630-4911 Ceil 'Phone: (916) 804-2885 Email: heather@ralphandersen.com • ~.~ :.:.~ ::,~ -'~ >,~ .~ .~ .~ ,~ '~ ,,;~ ,:~ ',~ '.~ ,~ :~ ."" . w'ffi ~~ . '?:/ ~~ ",~ ,~~ <~ ~~ ~~ ~~ :~ ',~ ~.~ /~ ! '~ : '~ I :~ :~ ;:~ 1",:\ I~; ! ~:~ :.,,~ L;~ L", t,; L~ ~ City of Palo Alto 2 -Profile of the Firm History of tbe Firm Ralph Andersen & A:I8OCiates has been providing practical, responsive executive search and management consulting services to the local public seator and related Industries since 1972, With <:Qch new assignment, we earn our reputation as the nation's premier local government consult- ing organization. Ralph Andersen & AIlsoeiates is 8 California Corporation and is not a subsidiary nor does it have any subsidiaries. Contact information for the Corporate Office is 5800 Stanford Ranch Road, Sulte 410, Rocklin, California 95765; telephone: (916) 630-4900; fax: (916) 630-4911; website: www.m1phandersen.com; email: info@ralphandersen.com. Ralph Andersen & AIlsociates has more than 38 years of experience conducting executive recruitments for a variety of public sector agencies. The firm currently has twelve empioy<:es • ~l :;j\ ~\ :;jl ~1 ~1 !;Il :;jl ~I ~I ~) ~ ~) ~. ~ ::;, ~ :')1 ~I ~ ~ ~ ~ ~ ~ ;~ ~ ~ (~ (~ '~ '::;I ,~ ,~ I:'!) ,'!) ,'? ,'? f~ ,'? ,~ Ralph Andersen & Associates serves a nationwide clientele through its Corporate Office in the area of Sacramento (Rocklin), California. Through its network of professionals associated with the i'inn. Ralph Andersen & Associates also provides services to municipal clients throughout ~ United Stases. Our staff of professionals and support staff include acknowledged leaders in their respective fields. Supplementing their extensive consulting backgrounds, our senior executives aU have per- sonal, hands-on executive experience in the operation of public agencies and private businesses. Range of Services Offered Ralph Andersen & Alisociates specializes in the following primary service areas: management consulting, public safety and executive search including investigative backgrounds. • Management Consultillg -Ralph Andersen & Associates helps OfgalliTBtions improve their perfoDlllU1ce potential with a range of management consulting services. The types of services provided by the firm include management and perfonnance audits, organiza- tional analyses, productivity improvement analyses, agency and service consolidation as- sessments, specialized fmancisl management including debt restructuring and organiza- tional problem solving. In addition to providing these services to entire organizatiollll, the firm often conducts management coruruIting engagements that are focused in a specific service area such as public safety, city management, finance, public works. community development and othe,r major service areas. Ralph Andersen & Alisociates treats every llUUlJIgement consulting engagement as unique. This approach means we will assemble a consulting 'leam comprised of consultants with the specific talents and experiences needed 10 successfully achieve the client's objectives. Our team of experienced consult- ants perfonn complex analyses and re'COtIlIl'lend solutions that are practical and most im- portantly, are capable of being implemented by our clients. • Pub1lc Safety -Working closely with our clients to implement innovative emergency management solntiOllll, Ralph Andersen & Associates helps organizations plan, protect and serve people better than ever before. We bring together practical solutions, plans, and processes that are operationslly deployable to help our clients achieve their critical objec- tives. The firm's consultants have extensive. hands-on experience in planning and disas- ter preparedness training for private and public institutions including heslthcare, public heslth, human. services, and local, state and federal government agencies. • Executive Search -At Ralph Andersen & Alisociates, there's always an entire team be- hind every recruitment assignment that we undertake. Our multi-disciplinary approach takes the best ideas in executive recrulting and creates innovative ways to get the right candidates for cJieIits. When you retain Ralph Andersen & Alisociates, you actually get an entire team's worth of suppon and expertise working together to achieve your organi- zation's objectives. The fam has conducted executive searches for large and small or- ganizatiOllll throughout the nation. In addition to conducting searches for city manager and other chief executive officer positions, Ralph Andersen & Associates has success- fully completed searches in every area of municipal service. Ralph Andersen & Associ- ates believes the most important element of a successful executive search is to listen care- fully to what our clients are looking for in tenus of candidate experience and qualifica- tions. Using these client-focused guidelines. candidate identification is undertaken tbrough marketing and personal outreach. Our confidence in this approach to executive search is illustrated by the finn's guamntee to perfonn the search again at no service cost to the client if the selected candidate leaves the position within one year of placement. Financial Solvency Ralph Andersen & Associates hiilS been a financially stable organization since its inception in 1972. Our range of consulting and recruitment services is diverse and varied. For this reason, we have been: able to remain nimble and flexIble in a very competitive environment. We continue to tailor our search and consulting services offered and remain responsive and prepared to address complex issues and problem solving on behalf of our clients. This has been a hallmark of our success. Should Ralph Andersen & Associates be selected to conduct this search, we would be pleased to have our finn's CPA finn (Paskins &, Acbziger) available to confinn our financial solvency. Litigation History Ralph Andersen & Associates has never been involved in litigation in its more than 38 years in business. Our work ethic~ and commitment to delivering results in agreement With our scope of ,vork has served us well tbroughout the years. ,', ~.~ :,~ ,:J ~ "~ ,~ "~ '.:; '~ '~ ',~ '~ :~ '~ ~ '~ ~ :!:I ~ ~ ~ ~ ~ . ~ ~ ~ ~ ':!) ~ ~ ~ '!) '!) ~ ~ ''::I ~ ~ '!) ~ ~ ~ ~ ~ City of Palo Allo 3 -Qualifications of the Firm Our Professional Competency in Local Government Ralph Andersen & Associates haq been providing executive search and management consulting services since 1972. As such, the executive recruitment techniques used by Ralph Andersen & Associates have been developed and used successfully with hundreds of clients for more than 38 years. As a national search fum, our client list includes a wide range of municipalities including some of the largest and fastest growing cities in the country. Our finn has significant recruiting and consulting experience in California. As a highly qualified and experienced executive search firm, Ralph Andersen & Associates brings an extensive network of contacts in the area of local government that will prove invalunble in quickly identifYing a pool of outstanding candidates for the City of Palo Alto. Wrtb Ralph AndeJ'lleB " Associates, there is an entire team behind every ftl:l'llitment Our flJDl takes a multi-diBciplined. team approach to executive search. Successful outreach relies . heavily on person-ro-person contact to identify outstanding potential candidates and, in the eval- uation phase, to gain a complete understanding of the background, experience, and management style of the top candidates. By drawing on the combined expertise of our associates and our net- work of professional contacts, we address outreach from a wide variety of perspectives and find unique ways to identify and recruit the best and brightest . Relative Projects Ralph Andersen & Associates has conducted recruitments for Ii variety of clients aad projects that support our experience aad network in the field of public sector recruitments. The following is a liat of recent legal recruitments conducted by Ralph Andersen & Associates: • Flagstaff, Arizona -City Attorney (Curnnt SeJUch) • Folsom. California -City Attorney • Lathrop, California-City Attorney • Los Angeles County Employees Retirement Association (LACERA.) -Chief Legal Counsel • Los Angeles County Office of Education -General Counsel • Metropolitan Transportation Commission -General Counsel (Recently Completed) • Plumas County -Oeneral Counsel (Recently Completed) I~ r;. i~ I~ I~ I:;> I~ I~ I~ I ;';l :~ I I~ I I~ . ~ !~ ~ ~ ~ ~ ~ ~ ~ ':; ~ ':> ':) ':) ~ ~ ~ ~ ~ ~ ~ ~ "'!) "'!) "!) "!) "!) .~ ~ ~ ."!) • Redwood City, CalifOtnia -City Attorney (Recelltly CtmyJ/eted-Brochure AtJaclIed) • Roseville, California -Assistant City Attorney • Simi Valley, Califurnia -City Attorney • Southern California Association of Government! (SCAG) -Director of Legal Services ! Chief COllllSel • Turlock, California -City Attorney Additionally, we have included a sample flf a recent search in the local area (City of Sunnyvale) to support our involvement with municipal clients in close proximity to the City of Palo Alto . References At Ralph Andersen & Associates, we feel strongly that our past client relationships will attest to the professionalism of our services. We would be pleased to provide additional references upon the City's request. As requested in the City' 8 RFP, project descriptions and contact infoIInation are provided in a table format on the following page for II few relative projects (three legal searohes and one in the local area). 7 ~~_-L . , ' "~~ ~~---~~----------------,-.--~,1l'-~UdUUOOOOUUUU~~~~~~~~~~U~UUUUO~UUUUUUUUUUUU~ ------- Project Name Client City AtIomey City of Redwood City, CA Popu~:. 75.000 -----, ---------- Did yoorflnn meet the project schedule: 181 Ye6 Give a brief statement of the finn's adherence to Relph Andersen & Associates completed this pn; ------- , Director of Human City of ,SunlJirvale, CA Resouroes . Populaliol'l: 135,721 ----- Did your firm meet the project schedule: 181 Yes Give a brief stalelmnt of the finn's adherence to Ralph Andersen & Associates completed this PI1: . GenemI Counsel . ' Metropolitan T~ portaIiQn AuthOrity Oaf<land, CA f------ Did your finn meet the project schedule: 181 Ye Gille a brief stalement of the finn's adherence te Description of work ----. "=== r-p:.-Total Project Cost med Full recruitrrlE!nt for the position of CIty Atlomey DNo '$20,500 the schedule and budget for the project for --.---- 100% i.J!¥1 ~work com· Client contact Ited information ry2010 Bob Bell, Human Resources [Q' Manager . 2111.0 (SliO) 780-7287 ect according to the contractual agreements. There were no change orda! 's on trns project 1Q ~--,-- limited scope re---] -$16,200 'I· 100% •. r January crlJiti'llent fbr the pc!si-, - lion of Director of _ Human Resources ---~ --------~~--'-~ DNo the schedule and budget fOr the project ,ject according to the contractual agreements_ There _ no change orders on this p -··-----'··--L--·---T" .---.----Full recruitment fOr $24.500.· .100"10 ... I March 2010 to the position ofGen-. -. ." I July 2010 .. era! Counsel .' .', ~---- ------,-----------" ------- DNa the schedule and budget for the project: Gary luebberS, CitY~er (4(8) 730-7480 Robin James _ . , Human Resour<:e/iManager (510) 817-5740 Ralph Andersen & Associates completed this pr eaJtive Director to due his own review of candid Iject according to the contractual agreements. The time frame for this search 'NIlS extended due to the needs of the EX· lalas with one--on-one meetings and Introductions to elected officials. There were no change orders on tIlis; project 1 City Attorney CIty of-Turlock, CA ' Population: 10,000. . ;." """";.;;; J ... '., ''''''~--March 2008 Ul Sheila Cumber1an-d~~-. ~--i the posilion of City, June 2008 Admlnlstrathre SeMces Director . AItomey . ". . (209) 666-5542 Ex. 1104 ----. ~~~---'---- Old your finn meet the project schedule: t8\ Ye DNo Give a brief statement of the firm's adherence II: the schedule and budgetfbrthe project .oject according to the contractual agreements. There were no change orders on this prnject. Ralph Andersen &. Associates completed this PI -----, ------ f':-.';j [~ r· a . ..;:j .~ ~ .~ 'd ~ .~ " .~ ~ ~ ~ ~ ~ • ;j • ~ ~ .~ ~ :. ~. ~ .~ ~ ~ 4 '~ ~ 4 ., ~ 4 ~ ~ ~ ~ ~ .~ ~ City of Palo Alto 4-Work Plan Our Approach to the Recruitment Process The successful search process relies heavily on person-to-person contact to identifY outstanding potential oandldates and, in the evaluation phase, to gain a complete understanding of the back- ground, experience., and 1TllIllagement style of the top candidates. Our approach includes: • Extensive pe1'solfJll. Dutreach, in-person and via telephone. to qualified candidates within California ami across the country. • A marketing strategy that uses selected advertising to supplement the extensive candi- date identification process using the Internet ami llSIDg the flI'Ill's vast network of profes- sional contacts . • A screening process that narl'lTWs the field of candidates to those who most closely match the needs of the City and is based on preliminary refere.nce checks and telephone interviews with the top candidates. • Delive.ring a product in the form Df a search report that recommends the top group of candidates and provides the decision-makers with detailed inforru.¢ion about their back- grounds and experiences. • Assistance during the final interview and the selection process that will be held in closed session. • Being available as needed to assist with the negotiation and development of an employ- ment agreement during the fmal stages of process. Summary Search Work Plan We approach every search with a sense of excitement and urgency and we always "hit the ground running." That means that when the City gives us notice to proceed, we kickDff the proc- ess immediately -worldng closely with the City Council. and others Ii!! requested to idMtify the key characteristics and professional experience desired in the candidatepooJ. We believe strongly in providing timely client communications and while we will deliver regular status reo ports at each stage of the seard!, our consultants pride themselves in being highly accessible and responsive to all client requests and inquiries. TlIlIk 1 -Review Projeet Management Approadl .. The search consultant will meet with the City Council and others as appropriate 10 discuss the project management for the sean;;h, set mi- lestones, and refine the project timeline. Task 1 -Develop Position Profile and Recruitment Brochure -The position profile for the City Attomey is the guide for the entire search process. Technical Information -The search consultant will meet with the City Council and oth- ers as appropriate to gain an understanding of the experience and professional back- ground requirements desired in the City Attomey. Recruitment Criteria -The recruitment criteria are those personal and professional cha- racteristics and experiences desired in the City Attorney. These criteria should reflect the goals and priorities of the organization and the City. The:final text of the brochure will be reviewed by the City Council, and others as appropriate in draft format, revised a~ needed, and published for use throughout the search. l'ask 3 -Outreach and Candidate Identification -This task is critical to the overall success of the project. It includes the following specific activities: Outreaeh -An outreach and advertising campaign specific to Palo Alto will be devel- oped. Central to this effort will be the extensive use of personal outreach to recruit a diverse and highly qualifltd group of candidu.tes from cities of similar size, makeup, and that in particular, are developing solutions to Palo Alto's priority issues. Personal, highly targeted outreach is the cornerstone of every search we conduct and we find that the exclusive network of city management professionals and other "friends of the firm" are a prime resource to identify candidates and develop leads that closely match both the hard and soft skills desired to ensure the right fit with the organization. The outreach campaign for the City of Palo Alto will be supplemented by our booth at the League of California Cities Conference in San Diego this year in mid-September. Other general and professional publications and Internet sites will be used as appropriate to ensure we reach a wide audience of prospective candidates. Additionally, the advertisement and the full text of the position profile (the recruitment brochure) will be placed on Ralph Andersen & Associates' home page. Candidate Identification -Ralph Andersen & Associates will use their extensive con- tacts to focus the recruiting effort. In making these contacts, the Search Team will target those individuals who most closely meet the criteria set by the City. Task 4 -Candidate Evaluation -This task will be conducted following the application closing date. It includes the following specific activities: Screening All of the applications will be carefully reviewed. Those that meet the re- cruitment criteria and minimum qualifications will be identified and subject to a more de- tailed evaluation. Preliminary Reference Review -The Search Team will conduct preliminary reference reviews for those candidates identified as the most qualified as a result of the screening process. Direct contact will be made with a limited number of references to learn more about the candidate's performance and management style. Conduct Interviews -The Sesrch Team will conduct interviews with the top group of candidates (approximately six to eight) identified through the screening and preliminary Page reference review processes. The inierviews are extensive and designed to gain additional infonnation about the candidates' experience, management style, and "fit" with the re- cruitment criteria. The screening portion of the candidate evaluation process typically re- duces a field of applicants to approximately six (6) to eight (8) individuals. Those indi- viduals will be reviewed with our elient prior to proceeding with the individual inter- views. Task 5 -Selection -The final selection process will vary depending upon the desires of the City. If requested, the Search Team will coordinate the selection process as follows: • Ralph Andersen & Associates will prepare an interview booklet that includes the resumes and other relevant information about the candidates. • Ms. Renschler will attend the interviews to assist the City through the selection process. Task 6 -Background Check and Summary Report -Verifications on the top candidates will include education verifications, preliminary article searches, Department of Motor Vehicle check, wants and warrants, civil and criminal litigation search and credit check. In addition final- ist candidates will be subject to detailed and confidential reference checks. This is to validate an accurate and honest appraisal of the candidate's strengths and weaknesses. We will have fmalists sign a release giving Ralph Andersen & Associates permission to talk with current and previous employers including supervisors, peers, and subordinates for the past several years. Additionally, we will establish secondary references, as appropriate, who have known insight into a candi- date's knowledge, sldJIs and abilities. These confidential discussions with secondary references may not be on the candidates preferred list of contacts. Task 7 -Negotiation -Ifrequested, Ms. Renschler will be available to assist the City in negoti- ating a compensation package with the selected candidate. Task 8 -Close Out -After the City has reached agreement with the individual selected for the position, the search consultant will close out the search. Page 11 c" !'.~ ',~ I~ r~ !~ ~ ::J .~ ::> :~ ~ ~ ,~ ~ . :1 '~ :I ~ ~ ~ '!f ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ ~. ~ ~ ~ ~ ~ I~ 'J..~ k'~ City of Palo Alto .5 -Proposed Innovations The search effort for a new City Attorney for the City of Palo Alto will be focused in California due to the need to be licensed by the State. This is an opportune time to begin this search effort with the upcoming League of California Cities Conference in San Diego in mid-September and, additionally, the upcoming lCMA Conference in San Jose in October While nodnnovative in nature, this outreach by Ralph Andersen & Associates incorporates and reflects the marketing strategy of person-to-person interaction that we employ by being active participants at these events with a booth and a full cadre of consulting staff to market this oppor- tunityon behalf of the City ofPruo Alto . City of Palo Alto 6 -Project Staffing The reputation of the search firm and personal commitment of the recruiters define the difference between the success and failure of any given recruitment. Ralph Andersen & Associates' search professionals are acknowledged leaders in the field and possess !l broad range of skills and ex- perience in the areas of local government management, executive search. and related disciplines. Only senior members of Ralph Andersen & Associates are assigned to lead search assignments, ensuring that their broad experience and knowledge of the induSiry is brought to bear on our cli- ents' behalf. 111e City of Palo Alto will have Ms. Heather Renschler, President/CEO of Ralph . Andersen & Associates, as the Project Director. Ms. Heather R_hler -Ms. Renschler has been with Ralph Andersen & Associates for more . than 25 years and is now President/CEO of the firm. Ms. Renschler is often involved with re- cruitments on a national scale for high profde clients. Her involvement in recruitments is as the Project Director and she is experienced in all aspects of the search process, with particular exper- tise in candidate outreo,ch and identificlltion. She is also very experienced lit working with city managers, city councils and boards in the recruitment and selection process. Her network of na- tional candidates is extensive. Prior to joining Ralph Andersen & Associates, Ms. Renschler had extensive private sector experience including working for a public accounting firm. Ms. Ren- schler attended the University of Toledo and majored in Accounting and Journalism and received her Bachelor in Public Administration from the University of San Francisco. Paraprofessional and Support Stair Paraprofessional, grapbics .and support slaffwill provide administrative support to the consultant team on recruitment assignments. These include: • Ms. Diana Hanssmann • Ms. Diana Lee • Ms. Deborah Jaynes • Ms. Catherine Smith • Mil. Melissa Pearson • Ms. Sandra Stutnls • Ms. Teresa Hep\e • Ms. Tiffany Taylor ~ ~ ~ ~ '~ ~ ~ ~ ~ ~ '~ ~ ~ ~ .J~ ~ ? -? ;~ .,;, ~ ~ City of Palo Alto 7 -Proposal Exceptions Ralph Andersen & Associates has 00 eX<leptions to tire City' s RFP conditioD..'l, requirements and sample contnlct Page City of Palo Alto 8 -Proposal Costs Sheet and Rates Project Cost The professional services fee to perform thill search wllI be II fixed fee of m,50O for combined professional services and expenses. Expenses include such items as travel, clerical, research, printing and binding, postage and delivery. verifications and Internet and LexisINexis searches on the top twa (2) candidates, and long-distance telephone charges. Professiona1 services include reference cheeks (generally 4 -6 references) IllI would be typical f()l' It search of this level. Other verifications on the top candidates would include education check, DMV, civil and criminalliti- gation search, wants and warrants, newspaper articles'and other Internet searches. Ralph Andersen & Associates will bUl the City monthly. Progress payments for professional ser- vices and expense reimbursement will be due upon receipt. The CUy will be responsible for all candidate expenses related to on-sUe interviews and the cost of ad plaeements. , As requested in the City's RFP. the cost breakdown is presented in table format below: Scope I Labor Categ9l'lei I (e.g., Con,ultant, "Hourly Rate Sr. CODlluitant, , i l .1 ", : Raw I . , ~) , . Task 1 -&/Mew Project Managemom Approach i Projoot Directur SI'O, i $2,050 : Related Expenses l:IIeluded Total Not to EIceed Task 1 i$'l,~O ! Task 2 -Develop Position Profile and Reauitment I P' D' $150 $4,500 : Brochure : roJect rrector !!-elated Expenses Included : Total Not to Exeud Tllsk I $4.-! TWik 3 -Outreach and candidate Identification Project Director i SISO $7,750 Related Expenses Included • Total Not to Exceed Ttik 1 $7,750 Task 4 -Candidate Bvllluation Project Director $150 $4,000 : : Related Expense. Included Total Not to Exeeed Task 1 54,000 Labor Categori.. . !ioope : . (e.II., (Consulton\,: Sr. COlISultant, . HoUrly RlIte . . Rate ~k.) Task 5 -Selection • Project Director $150 . $2,250 ~.-.. Related Expenses hwludod -- Total Not to Exeeed Task 1 52,250 Task 6 -Background Check and Summary Report Project Director $150 $1,450 . Related Expenses , , Included Total Not to Eueed Task 1 $l,4S0 Task 7 -Negotiation Project Director $150 SSOO I Rillated ExpeDBeIl Included . Totol Not to EJ.Cee(I Task 1 $500 Task 8 -Close Out Project Director $150 Included f-_ .. _. Relared Expenses "-Included Total Not to Eneed Task 1 Included ~--.. Ralpb Andersen & Associates' GUlltllJltee Ralph Andersen & Associates offers the industry-standard guarantee on our search services. If within II one-year period after appointment, the City Attomey resigns or is dismissed fur cause, we will conduct another search free of all charges for professional services. The City would be expected to pay for the reimbursement of all incurred costs. . Project Timing If retained by the City, Ralph Andersen & Associates would c{lmplete the search within 90 to 120 days (or less) from the execution of the agreement between the City of Palo Alto and Ralph Andersen & Associates. Negotiation with the top candidate will take an additional week or two after fmalist interviews. To ensure adequate time for outreach and screening, we would recommend Ii closing date be set no earlier than 45 days from kickoff. Further refinement of the timing option would be discussed with the City Council. 16 I ! . i I .' Task . Estlmaled Wtiek . of QlmpldKIn. Task 1 -Review Proje<:t Management Approacb Week One Task 2 -Develop Position Profile and Re<lruit- ! Week One -Week Two : men! Brochure • Task 3 -Outreach and candidate ldontiilcalion Week Two -Seven I Task 4-Candidate Evaluation Ongoing Tiu"<>ug\J.out PrlK:ess (typio;ally nwre focused during , Week Six and Week Seven) Task 5 -Selection Week Eight .... Week Nine Task 6 -Background Cheek aDd SummaI)' Week Nine • Week Ten Report i Task 7 -Negotiation Week Ten -Week Eleven Task 8 -Close Oat Week Twelve Samples of Recruitment Brochures ," ': ., ,,: ~. ;~~:" .;/ ' .... "',:, ':\"':~:-:"'~ ~\, "', ',',' ~ > .. '~!J:';'(;,~[f'· · " "F1j "I'\-k, ,..~:. I '. ~~'~"':'~: ',,:,'~~;~.j.<"I;,:.' '! ~., :·Red\W..,:~::clij/:;, ~'.,t;.<.' ':'" -1" ir ': '\.,'~ 'I • ~' :':~"',-' 'fIfIIfft. ..... " ., f",', p~", ,';. .. ,,~\t .,. ':1-. M'~ ~ •• '" '~. < .. : ., ,."'. , .' ',hi"" .", ~::,,:~~~~~':~e.: ~~r.dtme1l~:.' ~rh, ::}}~/:J~~:'.~:P~I.U8" ,,~t,;i .. ,' . . ~~<;;::.,i~~~:~,~., ' 'I j "'I " ' " ... : ," '::' :-' ':'~" ,i ,~:~ .f~in!/f~llfinrh ~Jrii!~>:: ,,:I ~.·,.~~~tiftillj~~;! ·,·,1 ~: .,.::-,' :'\iuir"~~i~;'~~~~"i; "",)I5fJ/}'!fI~~" ffljj@,~,~w ... ,-t, ,.'. ,~w, .......• ' .. ' -;;'~~~~~,~,tP¥' :;;:,@f!~~;~_~~ti1miJ~.'C';, 1 ' , ' " t. , ~. _ 'j'" , ~ .... ' -,' ~ ~"1uiJ ~-ni>:@f!Nf.Y~'~"';';";:''fAVJ@ff· .. ~ ,~J> '!;"'I' I!}! ~~" UU~"'_U;V.IIlt,'-I"""". ". ""i"" ,,~~, ' ' ~ .. t " ",'.' :d{~~~", , :t~.:·:'.:l:<;;.' ,:::\'.' ':~":". ':'." ~ .. ' .. ' ., i I I " " '. , " ,'.' , recruitment senrlc:eS prow~ :~ •• ~ lRaiphAnder-sen & Assoclat~s . j 1 l The Position The ClIyAltomey is thilcllleNegaloffloerofthe Cltyof Recwood CIty and the Redwood City RedevelopmentAQency, and pro\lP:Jes legal Mrslghlfor \hePar! of RedWood Ctty. The City Allomey is appointed by, and ~rts dlradly to, the City Council. TheAl1omey's 0ff1ce provides advloe in a full service city whl';h 1& growlDd and 'librant. The CIty Attorney supports the City Council as the policy· makers. and addillonally works o;losely with Department Directors In help. Ing the oommuntty reach its goals as outlined In the City's Slrateglc Plan. Further details can befound on the. City's web$l1a at WW\II,redwoodclty.org. With an efficient stall of 4.5 full-time posftlo05, the City ~lIomey's Office prepares all oollnances, resolutions. contracts or other :egaI instruments as difooled by the respectlve legislatiVe bodies; prosecutes violations of tile ordlnaooes of tl1e City; and provides ~vIce on legal opllOO$ and risks associated with City ootlons. The legal services provided by the CIty Allomey's Office also Include the falowlng: • Provide general legal oounsel and representation by conducting · resean;/l and preparing resolulio05, o~I!lions. and advice lellers. • Minlmlze.rIsks and protect the flSC8llnterests of the City. • Defendlhe City In general cMllltigatloll and employment mailers as well as prosecuting lawsuits on behalf of the CIty 10 recover oosts from thlrd partlas !1il' sponslble for InjUres ------ caused to City person. neI and property. • ReView, ed It, draft. and negotiate 00»- tracts and other trans- actional documents and agreemante for City departments In· cluding Police, Com. munity Development Services, Pu hUc Works Services, Hu- man ResoUites. and Pamaand Recreation. w'w w. red w Redwood City Is a community IIlaIls actively invoilJed in gowrnance Is· ,sues and other key matl\lrS IIlaI consillten6y focus upon dellverytlf ser· vices, doWn\OWn redavebpment, t)oUSirig and development issues, en- vironmental topics (wetlands, protectlon of the bay, etc,), all of which are, vital to residents arA seen as impac6ng quality of 11(8. As a resuft of 1l111l, the CIty Attorney must be well versed In a vartety of technical areas In order 10 provlde high level guidance and counsel to the City Council and support fue operating departments, Of prtmary ooncem for Redwood CIty are land use and planning issues, A sampling pi key ansas include lite following: , " • Gennl Plan":' The City Is CUIreI1tly updating the General Plan and , ff is ~\ed to be finallllld ~, 'This procass, with slgnlfioant community lnplll. emphaslzas lh& CIty's active and progressive ap- prOach 10 community Involvement. enhancemenls. Jedavelopmeht and addrosslog qually 01 life Issues. , Saltworkll Developm_nl -A proposal to develop 1 ,SOD aeros bor· , daring on Ban Franofsoo Saywlth homes, offices. commercial space, and wetland restoration has been submitted io the City. Processing wllllnvoJve lila CIty and numercus Fedewl and Stats agencies over _raI years. Many legal Issues, In GOI1!Unc60n with significant pul). lie interest throughout the region, make the project both interesting and cllallilnging, RlIlItatement of Precille Plan for DawIJIown -The City is flnallzing a Downtown PRlcias Plan for its growing Downtown am, The Plan calls lot residences and parcel accumulation ,in order to enhance d/lwlopment opporiunilJas. Thelli has been SUpariPf Court Iltfgation oVer the Environmental Impact Report. Co~etlon 01 Ihe restated Precise Plan Is scheduled for mid-year. d, , , ; ! , , j 1 I City of Redwood City . Core Purpose .' .. ' . , , . '. '. . . Build a Great Community Together . -;, . .'; .. . • -.' I . , . ! ·:,'.,:::cttre: V@;lues:.,·,t>: .'1 C':' ', •• : .... ; 'C~~Au'~n:;:c':'e' '.::, ~:: :(' .. ~ .' . . LJ\~ .:J. ." .' , .' : '.' i' . Passion'(() Do' OiIrBe81in'E8chMomerit . ~ ::~ : . '. . ,.: ' •. :: ;h1tegri~~:: i '; :.';':' ,";: ::.: 00. th~ RlghtThing,NOtthe6asY Thing i: . 1 ' .~ ..' , . , • , :: ·.;Servi~:<;: ..•. : ,',:,', < .. 1, .... , . "', " '. 1. I : " l ;-I We Care and It Makes a Difference'; ',' . ! .' Creativity: Freedom to Imagine apd Courage to Act .. ' .. ' . Leadership Qualities , Personalleade!9hip charactel1st1cti desired in the Cily Attorney include: -Provide effecti'Ie leadership; guidance. and rnentorlng to a small yet talented departmental stall; • S\raighHOIward, affable. and articulate communication style; • Being a good listener with a na\Ura1 CUIfosity for problem-soMng; • High energy: enjoy lIIolking in a ~I-paced and avoMng environ- ment;and -C9nfldent.lnhovatIve, and proacllve approach to addressing'legal issues. EXperience and Education , , experience-At least seven (7) yeam experlent:e practicing municipal law In the stale of Calfomla WIth II I!aclI recoil! of suooess!'ulleadershlp and management of legal matters and staff VIIlhln a City Attorney Of Counw Counsel Office Of oomparable government.agency/special district dearing with slmllElt and complex issues. Education -equlvalent to a Julis Doctor from an Amerlcan Bar Associa- tion accredited law school. Llcenie orCertlflcate -Must be a current member In good standing with the stale Bar Qf Califoml~ , Review of QlIIlIlIYlrig Experience and EdUcation -Ralph Andenssn /I; AIlsoolates wig pre.scnssn candidates to delennine tile appropriate malch of professional experience and educa!iln. Each candklate will be required . to pt'esent tIleir Olm C!lIlIef history and creden8als to highlight 1helraooom- pIishmeflts and ability III lead !he CIty Attomey'$ Office. Jliletsonalstyle. iIIt&/pfnOm1/ I1Id.cOIIIlIIIIIl1caI*lll sk/JIS IW Cf/tbI to !hit prot:eII8 /HId will". ptftlllOU/It for __ in thft position. C@tm11fllJ)l8fmsalti@riru &l51ld B(f)ftle~~m The C~y Council will negotiate a mutually agreeable employment contract wllh!he selectad candidate that will Include a highly compe~tlve compenaa- Hon package Including PERS Retirement (2.7% @ 55) and may Include housinQ assistance. temporary housing. and relOcatlonasslstance. Other benellls looIude paid leave, comprehensive Insurance. professional de- velopment, and other benefits. Fu!lher details on compensation may be obtained from Ralph Andersen & AssocIaIes. Ralph Andefl!en & Asscolatas will WOI'k wilh \he CIty COuncil 10 evaluate resuma5'81ld determine II select group of highly qUlllIIfed candidates for consideration. Review of resumes will be ongoing, and Interested candl- dates are asked to submit maltrlals .GI'!lIctoMarch 26,2010. The Interim City Attorney (Roy Abrams) will !IIlslst In the transfer of leadenlhlp and will be appropriately 11l'lOM!d to allow for II smcoth and effective IraIlsI!lon with the new City Attorney. Only the moe! highly qualilled candidates wi" be Invited for an OIl-site interview, Interested candidates are encouraged to email their oompre· " , hensive resume, compal~ng cover letter, five (5) professional references and cummt salary 10 apply@relphandersen.com, ElecltOnlc subml\falS arul,onglv prefen'ed. Alternatively, candidates may submit via regular mail or fax 10: . . Ralph Andersen &. AssocIates 5800 stanford Rench Road, 8ult8#410 Roc!din, California 95765 . Fax: (916) 6304911 Relph Andersen & Associates will conduct preliminary screenlnlilnlar. views as apploailol1$ are received, The recruitment processwll also Involve on-sIta lnte~ wilh the City , COUnCil including follow-up infBMeWs and meettnlls' as needed. candidates may <II!lO be ll3(juired to respond to supplemental questions to assess management s\j!Ie and approach, !Ill ~n as presentation sklll& Ihrough an oral presentation to the City Council. Confidantial inquiries are welcomed at (916) 6304900 to ~ather Ren- schler. ' The City of Redwood CIty is en fqIJIl/ employl1lllllt opportunity employer and 8Ilcouragas all quatlfietj lndlvldullis to submit an sppIlcstion ror/his exceptional career opportunity. i~ l~ .. ~ <;; ~ ,; -::. ,."1 is seeking a new -. The Director of Human Resources provides significant support to the chief executive and I"' -,..--.:.~ contributes as an essential! '. partner and member of the City's Executive Leadership Team. Human resources is extremely critical to the overall success of the organization and the City Manager places a high value on the advice provided by the Director of Human Resources on personnel matters, citywide issues and succession planning. From past Presidential accolades as a mode/for local government operations and cost efficient delivery of services, to recent national exposure when named the "Happiest Placein America: the City of Sunnyvale offers an urban environment that rates very high on providing physical, mental and social weir-being to its residents, Tk~ Long reoog~zed as llie 'Heart of SIIJ(IOI1 Vall6y,' and mOre reoen1ly as 1be 'Happiest Place IiIAmerlca,"'$iIOTl)"IaIe, wifh a populallon ofappro)dmately 136,000, Is 1I1e 1iIIh largest oily in tile San F raoolllCC Bay M;a and tile SEICOnd\aqJe8tln SantaCIareCounly. SunnyValewasinoolparallid In 1912' and, aver the years, bas 1nlnSfom1ed, from an agrioulbJraI community to a CIlIliBr for tile defense Induslry, and tile GUlIlIIlt nexus of research, dave\. opmeQtand mannfac!utlng lIlat created SIIloon Valier. SUnnyvale Is home . III noiable companies such as Yahool, Advanced MIcio Devfces, NetApp, ,and loddleed Martin Space !lyme. The draw of worldng in tills d)'t1smlc OOl1l)iIunity swells lIIe City's daytime \'IIlIIdllroe to 230,000: ' SURTl)"Iaieis kleallyfoCaied In tileWtlcli!cular San Franclsoo SayArea. The area Is home ro many museums, theaters, ilQIlCert halls, and art galleries, as well as' numerous professional sports teams. The San Jose, Oakland . and San Franclsoo in\ernational airports are easily accessible, ' In addIlion to iblldaal klcalion, Sunnyvale ie aso recognized for lis pork system and public retreallon faoHtliea. Indudlng eixtaan parks, two go~ OOUIl!e8, fifty-one Iennis coutts, six public swimming poole and a stats of tIie art CornmunllyCantet, The BayiandS Park provIdeI! over sevenly acres Of dlMI!oped parkland offering !'!!Creation actIvlI!et!. 8$1iC pathways, and plcnIc areas for fanliIIes. A wide variety of euIIuraI and anIIstiIlevenls take pl/lOe'witllln !he CIIy; including 1be annual Art /I Wine Festival,lht SUmmer MuslcSerfes, Handson 1heArlBchildren's artfalr, aweelilyfamner's merkel, . and downtown holiday llvenis.AddItionaily, the hIstroc downlown buSIness dislricl is s, ~lbranl OOjllmercial and entertainlJ18nl hub, The Cilyof Sunnyvale Is a charter cI~, with a S6V6lHIlember City Gourd ' !hat Ia elanted aHarge. The CounCil appoIrils the City Manager and CII) Atfomey, The Mayor and \lice Mayor are selected by Ihe Council, with Ihe Mayor seMiIg a two-yaar Ieml. The Council and City staff oojoya posiliv~ Efi1d mulllaly I'Ilspuclful working relattonSilIp. Sunnyvale pl'O)'ldes a full range of servlcas arnj maimalns a wodtforoe Of approximately 940 regular em~QYiII!lI. The CHy has an annual oP&l1IIIng and.:spital budget of approximately $270 million. The CIty's perfiJrina-. based budgeting syslem, and unique financial planning and managl!l!1$n! s)'StSm. provide a strQIlg structUI'll for tile City's long-term fiscal slabnlty resulting in a 80Hd overall finandall'oundetloh. The CIly has a balanced 2()' yaarfinanoial plan and oper_ under a two-year budgelcycle. Communi~ SUMlYS consilltenUy Indlcala tI1al re$Ide~($ and buiill8ll$flS are weH.sat!$flec , with the quality of the . se~ provided III 1beCi~ . . The City's Plannln, end Manegemen SysIIlm (PAM$) pro videsa~ir which lfle CIt;: plans perforine and avail} ates the ~efvice! provided to !he com munity In a sys\lImall( , and quantifiable man ner to promote anoountabiHty. Tills (IOI1cep~ recolinlzed natfonally, allOW! the City to monitor and evaluale the municipal servicaa it provldestolt!- oilizens at a lower oosllhan oiher comparable cilles, Thlssyslem Is con tlnuaJly evaluated and refmed in OIderto $b'eamRna and improve efflclenol and repoI1Jng functions. The City of sUnnyvale Is a fun-servlceCllywhase dapartmenls inllllde: Ci!) Managar, City AIlomey, Community Develllpmen~ COmmunity Servioas Flnaooa, Human Resources, information Technology, librarIaa, Public Safely (an innovative PoIica/FlfS comblnallan), and PIlbnc WOlke. The CIt) aJso $1eIfs !he DepamI&nt of Employment o.velopmant ("NOVA'); whIcI provtdas regional joIrtrainlng programs to eltlzsns of SunllyY!lie and ab olber IIIUl1IcIpaIittas. TheCliy's Exanuflve Lend8lShip Team, ooneisfing olthe Qty Manager. Cill A!tomey, and all Department Direc!ol1l, ishighly ooIlabomtive and collegia Gary Luebb81S was appointed City Manager In 2000 and provides axe, '[ i J 1 -1 leadership to !he organiZllliOn wilh Iha ruU aupport of the City Cooncil. :Woiidllllin support of the City MMager and focused on es!l!blished Citywide and obJec1ives, Iha Executive Leadarshlp TlI8m WO!I<s together to ad- eubsfa!ltive Isaues of overlllllmpqrtance. Through open dialogue and BUs strong exew1iveteam has COIllrlbutsd slgnlflcanlly to enhanced ~\Ywlde procedures and perfOlll1aTlCe improvement within the management with tha ulflmats goal of Improved etli;1enoy and aIIecIhe-enllanee- -!ll9IlfII til operations. Director of Human Resoolcas prll\lldes signifloant support to the chlaf :iexe;u1!ve end conlrlbutas This is II ~ oppoJttm/lyto join sn aW<l!\t. an _ua~~= . wlm/rlg city With /he guId/Ilg priIldp/8s of ~ ,eXE~IlU'(1 leadership seM::a, IFI6peeI snd reeognil/oll, /eadetshlp, Human rasouroes hoJia8(y IInd'In"~ The HulT/Bn ~s extremely enUeal to ~rtment Is dedIcIlIed to the implementation overall success llf . organization and the Of souild penronnal sy.Items ro alliao!, .top Managar places II and retain a d1it91!le, weJI-qualifi9d and V!IIue on the ad'llce professfonlll WOI'Idoroe that oon&l6tenlly mee18 prOvkl6d by the O1reotoc thahlgh silinlla~ of /he ooil7munq It _ Human R,sources psnlOnrlel mattera. . ~=::::end~suooeasioo planning. This !;hallenging position otrers!he human resources professional an outstanding opportunity In a a highly regarrJed and welknanaged municipalorgan~ n""Ol'AeW luii be expected IoconlJn'ueefforts to s!reamline and ~ enllan(:e o"eialions In this high perfonnance organization, within the struclure and merit·based environment Combined with a history of . lallOr associations, this position workforce developmeilland succession . The Director i!l expeotsd to pi'!Mde Ci!jlwlde end leadelshlp related to the anl!<lipated turnover of II number 01 and senior lellel managers In ti1a near futlre. T11$ DlmcfDr also a criIl.cal.role by providiIlg eseential tecl)nicaI supporl, guidance and 00 ,fun range of personnalmatlers, and pro\llllas stat! eupport 10 IIle Coonoll appointed Personnel Commission, which pdmadly scm as il\e There are six recognized employea assooltltions: • Communication Oflice~A~ (COA) • AJbIIc Safety 0IIIcer.; A8liOCI!iIIon {PSOAi • SM'Ice Emp/oyeesIIilM1atlonsl Union, locaI.715 (SEIII). • Sunnyvale EmpllJyees'AssociaOOir (SEA) • Sunnyvale Managars As$ocllllion (SMA) • Sunnyvale Public Sl1fety Managers ABsociation (SPSMAJ hlIIIrlng body 00 dIlIdpU nary matters. The Dlreotor Ie also responsible (f~,::~: Iha! Deparlmentstaff maintain up-to-date knowledge, *111 and jill !o the edmInlslrallon 01 all respoosIbUi!ies SI)d tIlnolions, ill ;.oro~to, fllllii sUilPOltthe opemllng and servioe-deUvlll)' depal1men\l;. pcsltion will be vacant as a maul! ofllle re1irement of1l1& Director end will ba filled upon completion of this reaullmenl process. In addition to the refirement of the Director, the Human Resooreea Managers who manll!le the Employee Benefits Division and the Employee RelationslEmployea Development DMslon hM elso an· nounced plane til retira this spring. T11$ departure of th:ese senior rnanagel'l! will proWIe 1118 new Director willi Ihe oppoII!Jnll)l to assess the organizatton of IIle department aIld to ootid a new man~ team. Additionally, lila . Director 01 Human R_ will work elO!llllY with lila CIty Mall4gllf on tile 1'Iltmldable project of 1II_lori planning by spaam.~lng Ill. atrattgle IIpproach 10 addre"IIl' upcoming talent 1_ wIIh II majority or Departm.m Dlrectm and many a:enl9r managel$ saUl) retire wllllin the next two -three YlIal$. The Ideal candidate for IIIIs positIOA Is an Il18\lIraIiOnai and Innovallve profee. sklhal who has a pessIon for ~g dynannic leadership to an organizatton with high expectations far 1IIe ful ranlle of human nasooreea servlcas. Skilled in all areas of human resooreea, lh~ IndMdual Villi be a gElneraliat. and will thriVe o~ creating a positive an~ SUppOr1Ive \VOIj( environment1hat promo~ the utmost In professionall&m and values llisoorll8fulness, best p!il()flce~ and aOl1levlng desired outoomss In II cost-efficlent end Hmely fashion. T11$ newlJlreotor will en' The HtIlI1!ill ReSOUIre8 Clep!Mt/nQnt, wI/h a surelhallheDepartment serves effeoUvaly as IItaff of 17, Is IlitpO~ible forlhe fIJ//!8f1ge an in-hooae oonsuIlant ofhumall /&SOIJll)Il$1!!lI'IIicH inclUding: : to the operating and 1!IMiitm6nlandaelecllon;l8borlllidempklyee. s8fllice.denvary depart- ments bV prOViding a IIiIaIions; orgenlZBlJonaJ deVllfapmsnt 8IId fuR range of sUpport for trsJnIng; ilmplOyea benefits; new employee ~n array of peraonnel orlentstJon;'c/assil/oafion and compensation; maners, Including as< lind ...... i IncJudln ~' sassing ol'llslllZlltional' f1 ... ~, g needs, recruibnent and oompanBBflon, safely ilnd CIiY HabIIIIy. The aelaction, succession orgllfJlzatiOn chlllf for Ilia Humsn ResoUtC:es planning, traInIIIg and n..ft_.'/· u.... o.w. ...... _ & . development. employee W"I"""_« S (IIill"",,",: on ,,_"" ........ n . . bansills end l'lIIIramant. A~ websII6. programs, risk manage- men~ workers' compen- sation, employee relations, Including employee perfonnance and discipline, and grievance procedures. The degree of tile DIl\lCtor's dll\lCllnvolvemenl In labor I9latlons Will be delennll1ed based upon the selecled CMdldafe's'career historyand~ II'< this area. Polenllell)', oolside technical suRlOrt may be utilized tor labor relations depending upon !he unIqUe oomplement of pr0fes- sional skills lhaI1IIe new Direct« brlngs 10 the at¥ofSUnnyvale. Cunant MOOs are in eIfed through 2012 ilnd are available forvlewing on IIle City's websllIl. The D1Rldor Is exp6ded to bring a high iavel at coofldenoe, expertise, cre- ativity and OIlldlblllly to thill position. Addltlonelly, lhe DlrectorwIU COIlsistenlly demonstrate Integrity, a strong sense of ethics and ooinmon aense, and an ability to easOy gain the Irust of olhern, combined with excellentinterpen;onal and communication skills. T11$ new Diredor wIU be II strategic and forward· thinking manager who enjOVIL working in a dynannlc and robust organlzallon that values t;9IIaIlota8cn and oonlJibuting as pari of a team. www.ci.sunnyvale.ca.us "identifying OIJI)O(\l!nl(esfcr enlulnclng end S1reamllnlng prooedur9S wntillUe lobe, Ihe owrall goallDr the City of Sunnyvale as II develoP'l further cos! effecll~e operations. ~Oolng more wllh less' in local g~emmanl has naver been more rele~ant, particularly sa It relates to staffing, relalltlon, and suo- cessloil planning tor future organizational needs. Key areas ilf focus !of the new Director Include: . • SupPQrtthe wntillUed ~veIopmenl of Department stell as wnsultanta " fIl operailng and sefll~Vel)l dapllllments,actilig sa knowledgeable ,am:! collaborative edvisol1 wllh en amphaals (1) outcomes oyerprocess; Continue theproac1ive and on-going rela1ionsllips and regular meellng& with emploVOO assoolaliona 1I1roogholltllie year; • Expand 8IId Implement HRiS apjiIlcatlons aild inlegrellon Inlo\he future Citywide technology pIaIfOrin, as limdlng pemlil:!; • Promo!eUlale-oJ.1hHrt recruitmenland sellIG1lon program loenbanoe eflb:ienoy, fOster oollaboration wi1Il customer deparlmllnls. and 6UPj1OIt an effIIG1l'l!! Bucoessldn piaimlng program; . • Dell&lcpgreater oapacityfor i~use training. mentorlng, and leedelshlp programs: ' .• ActIvely manage the Cily's workers' oompensation program and pmue ooslsavlng techniques and claims reduclon initiatives; and • Expand the ooIlabQtelloo and cooperallDn with neighboring ciNes on the _topmen! of l!!1lntegrated model for shared resourc;ea, InCluding lnIInlng. . Expellence: This position requll8S sIgoilicant and relevant slCpelienOl! over- seeing lila rull range of hIIlll$O resOurces functions, wtlll 8I1l9mphasls on the key a!t~bu1IIs elId areas of responslbllty noted preVilusly In 1h1$llroohu~. Callfumla public IIe!ltor exparience will be seen IlS a piUS: howe~, this Is a naUonal search effort and qualified individuals oU,tside of CaBfomla who pO$- sess Ihe lull array ofgenerallstexperience\\ill alsCI be given full conslderallon. Prtvels seotor candldatsa wllhoul public sector experience must demOnstrate their ability to e!!ecti'Iely transition to a IGlllIersilip peaRion In the public seo-. tor. Some &:<pelience warklng wltl1labor unlonsiassocleUona Is essential for Succe&S. • Relocation Ralmbursement: The City offers e flnenclal aaslslaRce W] progmm to help 01I5et some Of1lle oosll; associated wIIh relooallng to 'lit] the CIty of SUnnyvale tor out-of-ares candldatBs. W] Mortgllge A.a.taoce Program; The City offers a mortgage c;...:. aetislaRoe program to out-of-area candldalas, to help with Iliilooalfon """ .. J to a prlndpal realdenceinllle Cltyof Sunnyvale. Further details on this ~ program are available fium Ralph Andersen, & AssocIatBs. ~ "1 The Cltys exoellent,benalltl; package also includes the following: • Retlrem.nt: CalPERS Z.7% @ 55 -7% Qf the 8% employee "1 :~n:~::~~:~~Y,~~;d7~: ~;=~ 1~ Tsm:~:: ~ employee. The City does /lot participate In Social Security except for ::: I the mandated Medicare portion. el • Deferred Compelllllllion: The City wnlribules 2% of base seIeI)I!o e·) ellhar a 457 or a 401 (e) plan. albjeel·1!l ptes ~nltibution limits. e • PaId TIme Off:An aII-iJlcl\JM paid lIroeoff program starts at 21 days d annually; plus, after mx rnontIls of saliiifacloly seI\IIce. emplo)'ees are ::: J eligible lor 60 hours oIl'IlIII1IIglIIIl admlnl$b8tive leave annually. e.:; • HoOdays and Fl!IlIIIng Holiday Leav.~ Eleven hOlidays and an additional 20 hours of fIoaIlng holiday Urne per calendar year are provided, (New hires receive a prorated benefit based on date of hire.) ~J e;l e 1 • AuloABowance: Pro'Ilded In acamlencewltllCIJrrnnt policy, CurrenUy .... ] $450 p~ month, Id ) e Medk:allnsurance: Madlcal insurance Is prOVIded ihlOugh CaIPERS, 1 most plans fully paid for employee end depandents, e,) For !he comprehensive Hsllng of benefil1i, please view details on RelphAnc daMen &Assodaies'~ (WWW.m1phandtlseMOmjundertha:'Career Opportunilies' section. Also. addltlollllllnfQrmallOl'i regarding the benefits offered Is available on the City of SUnnyvale's employment webSite at www.jobs.inSunnyva1e.CIlffl. This lsa cOIIfldenllllt pr!HlfISII and wl~be handled lICOOIdingly throughout the various stag sa. Candidates Should be ewere that references will n<tt be contacted until mutuellntarest has beell astabllshed. The initial review of cand!d8tes wiUI the City Manager Will begin the IYeSk 01 FebrualY 22, 2010, wIIh Intmiewsscheduled forearly March. E"trollia _bmitta/$_ strongly prefGrrad .tspply@rllp/lllndflfllG/t,com.Acomplefl;applicatlon packatwllinclude the following: • Cover lalter, Including rellSO!1 for Interest In this posl\lon: • Comprehensive res\l1ll$: • Salary hisblly: and ~l ~J ~J .... ] ~J t:-J ~J ~! ~' ~J ,-.J .J N P ,.,,_.J'-I. '1'lve(5)profassionalrefe_. ~~M-etk4~[;W)f\; ..... ~"'W' . MG. Heaf/1er Rensdller of Relph AndiIrsen & ~ YilII/IOI1( ~J J J " "" 900 SUN+I). In coocerl wfllllhe City at SUnnyvale to cooduct 1I1e Inllla! m1ua- The $S1ary for 1he aHAIi poslROIl 01 Director of Human Resources Is $ " J: ftOl1IlS ouDined in ihls recrullmenl profile. Conflde!ll!al inquirIN to $161,215· $189,665 annually. The Oily Qoers \WI) key incenllves 10 Heather Rensdller 819 welc.iJmed at (916) 631J.4900 or s!!I8l to atlmct lIle highest caliber of candl!late8: /!lIIIJt1fll'@r8lphandmen.com. " ~ ~ ~ .. ! • a. S :5 Q (: _ i ,3 't e 5" . WlIliam ~very & AsS~clates Is aD eKecutive search and Ilu~~n resourC!!5 cOllSu'ting'lli~ dedftatedto InduStry 'Ieader;hlp through .' the Q,IIalf\y: responsiveness, and Integrity of our work, Each of os at . . . . . Avery has made the personal con:omltment 'thllt our services will , . . .' alwaY' ,o,cproVlded with· file highest standards of dlent'seIVK;c and ethIcal profe~lonallsm, , William 'AveI)' &I: Associates, , Management Consu ltants ~ AVERY Los Gatos Santa Cruz • San Luis Obispo. 'Bend, OR August 30, 2010 Greg Pustelnik, Purchasing Manager City of Palo Alto Purchasing and Contracts Administration 250 Hamilton Ave" M-Level Palo Alto, CA 94301 Dear Mr. Pustelnik: Thank you for the opportunity to Attorney for the City of Palo Alto. with y<;>ur RFP Number 138308 .. ",' submit our recruitment proposal for the position of City Attached is our detailed proposal of services in accordance ; .. -, . ~.,: ".~. We take great p;id~ in our ability to provide exceptiqnai resul~ with a high degree of customer satisfaction and would welcome the opportunity to work with your City in support of this recruitment.' If you have any questions, please do not hesitate to call Paul Kimura or myself at 408-399-4424. WIlHam Ayery & AS!5ociate.!l, Ine. Labor RelB1ionslExecutive Search 3-1/2 N. Santa Cruz Avc:., Suite A Los ODIOS, CA 95030 408399.4424 Fait: 40&,399.4423 www.8veryossoe.Det William H. A very WHA:jmc , .. ' :-: .. Page 1 PROPOSAL FOR THE CITY OF PALO ALTO RECRUITMENT FOR TIlE NEW CITY MANAGER Chapter 1 Proposal S UJ:DllliI1')' • Avery Associates is a higbly successful Santa Clara County based firm. We have exceptional knowledge of tbe local and coullty issues tbat affect municipal government and executive searcb. Both Paul Kimura and I are long time residents in the County. and both graduated from San Jose State University. Bill Avery was a former Town Manager for tbe Town of Los Gatos and bas an exceptional background supporting City Councils, executive staff and the municipal sector in both executive search and labor relations. Paul grew up in Palo Alto and graduated from Palo Alto High School. Our collective history bere provides us with knowledge and insights that are valuable in representing Palo Alto to prospective candidates. This ability to provide fIrsthand knowledge regarding the city, the region and various quality of life issues is especially valuable in engaging potential applicants and in closing a candidate. We feci om firm differentiates itself in several ways. Our Principals are active in all aspects of each recrnitment. Tbis bands-on involvement includes client inteIface, development of search strategy, candidate identification, interviewing and asSe8Blllent, candidate presentation, facilitation of consensus deliberation and assistance with candidate closure. Exceptional service delivery and a very high qnality work product provide excellent results for our elients. This begins with the initial client meetings. which lead to detailed timelines for deli verables followed by weekly recruitment. status npc!ates following initiation of the search. .. qu",.c.anrlidl\te ou.treaCh .~o!:ts are,pIOf~onally.andconfjdelltiall)'~ CQnd!lcted .. The evah,lation . ""~ " .. -materials'we pr9vide client'! are"ro\¢inely characterized as,accurate, comprehensiye'andohery . high quality. We believe more so than any other public sector recruitment finn. This is largeiy based on our interview sYstem utilizing behavioral interview techniques. This leads to a quality product with excellent end results for our clients. Tbe service element is based on two f&,1:or8: The first is tlte collective service philosophy from all of our organizational team members. They are eacb dedicated to providing service and support to clients. The second factor is based on the high level of engagement and participation from tbe firm Pr.incipals in every search aSSignment. This hands"on involvement includes client interface, identifying and developing tbe ideal candidate profile and position specification, development of the search strategy, candidate outreach, interviewing and assessment, completion of reference interviews, candidate presentation, final interview facilitation and when desired. negotiation of employment tenns with the successful candidate. We're pleased that each of our recruitments has resulted in a successful closure within tbe projected timeframe. Most importantly, our clients have expressed a high degree of satisfaction in the quality and depth of our service. Page 2 Our work product also gets very positive feedback. The comprehensive nature of our candidate profiles provides an excellent baekground to hiring authorities. Much of this is based on our "behavioral" interview methodology. This interview approach explores a candidate' g past accomplishments and experiences and evaluates those as the basis for future performance. Finally, our support throughout the recruitment process is exceptional. The range of our services begins with extensive outreach to identify the ideal candidate profile to negotiation (with the selected candidate) of final terms and conditioI!ll of employment. We feel our involvement and active participation throughout the search process is unmatched in the public sector executive -search profession. Chapter 2 Avery Associates -Profile William Avery & Associates, Inc (Avery Associates) is II successful Management Consulting firm based in Los Gatos, California. Incorporated in 1982, the firm specializes in Executive Search and Human Resources/Management Consulting. The firm currently includes two Principal8 and several key consultants. Bill A very, the founder of A very ASSOCiates, heads the f!frn and oversees the Management/Labor Relations practice. He also leads key searches. Paul Kimura is the Principal who oversees the Search and Recruitment practice. Ann Slate and Cris Piasecki form the senior recruitment team for the search practice. Anne Matteini is the finallce/contaets administrator, and Jackie Collins and Jessica Towner handle administration. The team is augmented by temporary staff as needed. Avery Associates began its se.arch practice in 1997. Since that time, it haIl become one of the leading-public sector recrujtment firms in the-State; The company h!l8 estsblisb,ed.a 'solid operationi!i' ajJdfinanCial fotindat:i6rl:,and66nti)lliestilme~t the-needsofitB clientS: 'Ai anY'given' ,. ' timeframe, the firm is capabk of handling ten executive recinitments sitlniltaneousIy. The firm haIl never fa.ced litigation. ' Chapter 3 Finn Qualifications We feel exceptionally suited to perform this recruitment on your behalf. We have a solid and current record for City Attorney recruitments. At this time, we are in the final interview process for the Town Attorney recruitment for the Town of Los Gatos and are midway through a City Attorney search for the City of Santa Clara. Representing City Attorney recruitments for these two premier Santa Clara County municipalities would position our firm to be an excellent resource for the City of Palo Alto. Additionally, during the past 24 months we have successfully completed City Attorney sesrches for the cities of East Palo Alto, Santa Clara, Richmond and Oxnard. We've previously completed in the past several years, City Attorney recruitments for the cities of Napa, Livermore, SIlll Luis Obispo, Inglewood, Vallejo, Bakersfield Illld Union City; and a Deputy City Attorney for the -" . Page 3 City of Elk Grove, along with the Chief Prosecutor recruitment for the City of Pasadena. Collectively, these assignments have provided us with an active and current database of public sector attorneys and excellent contacts throughout California. We would be able to utilize these contacts in assisting you with this assignment. Our experience with City Attorney recruitments, combined with our proven ability to understand the unique needs of OUr clients and a strong focus on service, leads to exceptional results for our clients. Firm Contact: Bill Avery, Principal William Avery & Associates, Inc. 3-112 N. Santa Cruz Ave., Sulte A Los Gatos, CA 95030 Phone: 408-399-4424 Cell: 408-472-7873 Fax:: 408-399-4423 Email: bill@averyassoc.net Alteruate Contact: Paul Kimura, Principal William Avery & Associates, Inc. 3-1/2 N. Santa Cruz Ave .• Suite A Los Gatos. CA 95030 Phone: 408-399-4424 Cell: 408-472-7936 Fax: 408-399-4423 Email: paulk@averyassoc.net " " .. ' ~.' '--. Mr. Aveiy • having 'served 'jrilhe past 'asit CIty Manager; prOv;ifeS' the' dir~e~e~PerieIice.~d . knowfedge of city adniinistration. Mr. Kiinura's expertise in executive, technical and business recruitment, which he gained during his nineteen years of advanced technology experience, provides the basis for many of the recrultment strategies and tactics utilized by the firm. ColJectively, the firms Principals offer exceptional expertise in the area of executive recruitment. We're pleased that each of our recruitments has resulted in a successful closure within the projected timeframe. More importantly, our clients llave expressed a high degree of satisfaction in the quality and depth of our service. Enclosed is a selection of completed city attorney recruitments related to this prOject. I j I "~ Page 4 1 I QUALIFICATIONS OF AVERY ASSOClA TES RELATIVE TO CITY'S NEEDS I Project I aient I I Percentage : Descri prion Total . cif work Period aient I of work Project finn was work was contact Name l performed Cost responsible completed information'" I , for Town Los Gatos, Executive $23,900 1()O% I n Process I Greg Larson, Attorney CA recruitment I Town Mgr , '408-354-6832 Did your firm meet the project schedule (Circle one) @No Give a brief statement of the fmn's adherence to the schedule and budget for the project: ! Offer currenUy being negotiated. Scheduled to be on time and within budget ~ " Santa ExecUtive $24,400 100% i 6 months Liz Brown, HR • i Attorney Clara,CA recruitment I Dir , 408-615-2150 -", Did your firm meet tile project schedule (Circle one) @NO Give a brief statement of the fll'lll's adherence to the schedule and budget for the project: Completed April 2007, on schedl.1le and within budget. , , , " ';',. _', ~..,I:' ~ .. ' .. ', '; . .":; " . '; ,":"1 " ." ," " . " . , ' , , '''''. " , , .-.' .;. ,~., ,'":' , .' ".',,": I CitY EasiPalo Executive $24,900 . 100~ 5 months M, L Gordon, Attorney Alto, CA recruitment ACM 650-853-3100 Did your finn meet the project schedule (Circle one) @NO Give a brief statement of the firm' g adherence to the schedule and budget for the project: , . Completed February 2009, on schedule and Within budget 1 I ' Page 5 Chapter 4 Work Plan and Consultant Services Provided L Position Profile and Organizational Assessment -Deve!Qpment of the Job A!!DQllPI'eJllent The initial assessment phase is a critical component of the search process. Mr. Avery or Mr. Kimura will meet individually with the City Council, or as desired, with the rocnlitment subcommittee to discuss the organizational needs, key priorities of the position and requirements for the position. We wonld also anticipate individual or group meetings with key staff members, including the City Manager, to solicit their view on the ideal candidate profile. As desired we would also solicit input from the community. this can be accomplished through "town hall meetings" or direct input to a dedicated email "box." Our goal for this aspect of the recruitment process is to: • Understand the City and organizational priorities for this position. • Develop a clear understanding and consensus on the expertise, experience, education, performance attributes, interpersonal skills and operational style of the ideal candidate. • Discuss the goals, objectives, deliverable., and challenges related to this position. • Gain in$ght of the y!trJ!?'-!s orB~iza*lDal. dy,n!lmicsl!D~d~i:tIj!l;ptill, iss.l!e~ tlmt. " ." "', < '...... ,," exist'within tile organization>· '".. ".." ':", .• . ", • Identify the compelling aspects lD tbis opportunity. The formal position description and a subsequent ideal candidate profile would be developed from the above discussions and incorporated into the formal position announcement. The candidate profile is also utilized in variOllll lither means as a marketing tool, for advertising copy, postings, and for other announcements. City Attorney recruitments tcnd to be more unique than other municipal executive recruitments. This is a result of the expansive number of contract firms that serve as legal counsel to cities throughout tile state, The effect this "outsourcing" is a more limited availability of trained and experienced in- house City Attorney candidates. From a recrnitment perspective, this requires a greater effort in proactive outreach to potential candidates. This is an area in which Mr. Kimurs excels given his extensive high technology recruitment experience. . ,t Page 6 -1 II. In assessing the strengths of City Attorney candidates, our methodology of behavioral based interviewing is a proven means of "predicting" future perfomtance based on "past" behavior. Our approach here allows us to gain excellent insight to a candidate and provi\le that insight to our clients. Development of the Search Strategy and Candidate Outreach/Development • Sources for Job Posting and Advertising The search strategy is developed in conjunction with the organizational assessment. For this assignment, we feel it is critical to develop a high level of visibility with a comprehensive outreach program supplemented by a focused targeted recruitment approach. We are also sensitive to reaching a diverse applicant pool. We would incorporate the following elements into this search: • Development of a targeted candidate list based on our current and extensive database of city attorney personnel, and referrals or recommendations from key sources,! contacts that have extensive network.q in this area. The sources would include city and county management personnel, attorneys affiliated with law fimts or entities that would have major practices in the public sector. • Original research, which consists of identification and contact of current city attorneys' or assistant/deputy city attorneys associated with the public sector who meet the profile, but are not actively seeking other employment. • Outreach to the numerous regional, ethnic-based and gender-based Bar Associations . throughout the state. • ':\."-~""'" .)"'.~" '--""'c';';" ~~,-;;,,_\, . An e~tensive pri~t mailing andio~ emailing campai~ tQi~dividuals and law firms identified through the means identified above and for those afflliated with the legal profession throughout the western states. • Advertising in WESTERN CITY magazine, JOBS AVAILABLE magazine, and other publications or periodicals deemed appropriate for this search. On occasion our clients feel advertising in the Daily Journal is appropriate. If desired we would do although the cost of that advertisement is not a part of the proposed expense budget. • Job postings on Internet-based national public sector employment bnlletin boards, association-based web sites, and our company website to reach active candidates. • Development and distribution of the comprehensive position announcement to various cities, counties, and state level departments. J Page 7 Ill. Candidate Assessment Our assessment process involves several "tiers" of evaluation. All candidates responding to this position will initially, be evaluated based on their resume and if appropriate, an extensive phone "screening" by a rHIn ConSUltant. Candidates who pass the initial "qualifying" criteria are then scheduled for a formal interview with the Principal in charge of the project. These extended personal interviews typically take one hour and a thorough discussion of their experience, accomplishments, management philosophy and interpersonal style talres place. In' i~terviewing candidates. we utilize a methodology based on "behavioral" interview techniques. Fundamentally, this approach explores II candidate's past accomplishments and experiences. The philosophy here is that the best indicator of future performance is assessing past behavior. This methodology allows the firm to "project" how II candidate would approach and address challenges in the new position. Those individuals who best fit the position requirements wiU have II Candidate Assessment Report developed by the Principal who conducted the interview. Additionally, two initial reference interviews are performed on these candidates. The reference interviews provide our clients with additional insights on the candidate's "behavior" and .style. IV. Candidate Presentation Upon completion of formal interviews and initial reference interviews, a selection 'Of candidates for· presentation is made., Typically, th.e number of final candidates requested < .,' "by 'Our' clients ra4ge from five '1Xl':Sevcn:' ·W~ feel our"extensivi! licreenirlg; interView,'and . reference process; combined with the now ledge. gained' during 'Our initial assessment period, enable our client to proceed with fewer rather than more finalists. The final candidates are presented in our candidate presentation "book." Each finalist will have a. file consisting of a candidate summary sheet, a resume, the Candidate Assessment Report (based on the formal interview), and candidate reference reports. V. Selection Process Once the final candidate interview group is identified, we will assist in the structuring of the interview process and coordinate the interview scheduling activity. Our firm will also provide candidates with guidauce. related to travel planning, hotel accommodations, as well as other interview planning issues. Upon request, our firm will also arrange for summary background evaluations on the City's final one or two candidates. A copy of these confidential reports can be provided PageS for you. The costs for these investigations are considered independent of the recruitment expenses listed below and will be invoiced separately. VI. Position Closure and Follow-Up Based on the firm's experience in human resource management and executive search, we are able to assist our clients in the formulation of appropriate compensation and other employment arrangements. We will be available throughout our retention to assist in this process. As a matter of policy. Avery Associates monitors the transition and progress of any executive we place with a client Within the first three to six months after the City has hired the individual. we will speak with that individual to eIlllure that an effective transition has occurred. During the same period, we will also review the individual's status with your office. Chapter 5 Proposed Innovations • Following initial meetings to develop the candidate profile. we develop a four color, PQster quality brochure designed to "market" the opportunity. Tltis is available as a pdf file and is printed and sent directly to individuals within the professional discipline for whom we are recruiting. • Our outreach efforts extend beyond "passive" techniques (ads, internet positions). For every search we establish a contact list that ellpands throughout the course of outreach. Direct contact of potential sources Of applicants Is an essential part of our work. ~,,' Our w.ork:,I»'~uct)jrQyi~es ,e;'I.celleiit insig/lt:int9.a,r,eqnnncnd.ed.can.djdate. Tbis lnl;lud~s. a ,,' ~ " oomprehensive' candidate assessment based on the formal' interview, and two docuniented reference interviews. • A total focus on public sector consulting. Over 95% of our recruitment activity supports local or regional government entities. The remainder supports the non-profit sector. • Our pricing model is structured to ensure a true partnership with our c1ienll>. We do not invoice the final 50-60% of our professional fee until II final placement is made. This ensures we will work closely with you until the search is complete. • Both Mr. Avery and Mr. Kimura, the two company principals, are accessible 24n via cell phone and email. They are alBo available for night and weekend meetings or interviews with clients and candidates. • We offer an unconditional two year guarantee on all of our placements. -, Page 9 Chapter 6 Project Staffing Bill Avery will serve as the Principal in charge of this project and will be assisted by Paul KimlU'a and the staff of A very Associates. Mr. A very will be personally involved in development of the ideal candidate profile, development of the search strat!:gy, oversight of candidate outreach, interview and assessment of candidates. presentation of candidate recommendations, participation in the final int!:rview process, and will be available throughout the search process to provide other consulting services. Avery Prome William Avery William A very founded his successful management consulting firm in 1981. He haa directed William Avery & Associates in service 8S a Labor Relations and Execntive Search consultan(,'Y. serving personally as a chief negotiator, trainer, and representative in grievance and disciplinary matters. A specialist and widely recognized expert in employer-employee relations, he has served as a City Manager (Los Gatos) and Assistant City Manager. While City Manager. he was President of the Santa Oara County City Manager's Association and Chair of the County Employee Relations Service. Bill has lectured at De Anza College, San Jose State University, and Stanford UniverSity, and regularly makes presentations for the League of California Cities, CALPELRA. and other public sector organizations, , ' Jjui.lding on his persQna1 track record;of succeSs, ~ expand,eq the fiI'll!,'S fgcJ.il! ~o, , " "Include inctease<IeI.J.1pliaStSbn publlC's'ncl'prfvate sector seareh', . He adi:ledproVe4" " industry professionals with ex'peruse in these areas, The result has been to creat!: an exceptionally strong management consulting frrm, now Imown as Avery Associates, with the expertise to provide the fuJI range of services required for successful public or private sector executive search. A key measure of the firm's success has been the many long-term relationships that he and his staff have established with clients. Bill holds BA in Political Science and an lvlPA from San Jose State University, where he was gradllated with bighest honors. Page 10 . ,', .. Avery Profile Paul Kimura Paul Kimura brings a unique combination of recruitment and business experience to Avery clients. Paul is involved in leading Avery's public sector professional searches. He has been both a corporate recruitment director and HR director for a number of high technology companies, ranging from Fortune 500 firms such as Novell and National Semiconductor to a Silicon Valley start-up. His proven recruitment and HR· generalist mill> help bim bring forward the best available candidates and properly assess their skills and "fit" with client organizations. Indeed, many of the recruitment strategies and tactics incorporated into the Avery search process are a direct result of Paul's extensive recruitment experience in tbe bigh technology industry. Paul bas been a successful fIR consnltant, guiding clients through all aspects of Human Resouroes functions -cumpensation & benefits, employee and management training, performance management, and termination issues. He is skilled in areas such as strategic plauning, executive coaching, separation negotiation, and organizational assessment and design. It's another service that A very Associates is able to offer its clients becanse of the unique background of its principals -and Paul's extended skill set in Human Resources underscores .. t/le fact tb!!t Avery professionals "have been there" an~, understand your. needs , ., frofi\ ap.etso.nal perspective.· . ." ... ' '.-.. , .. ,. ,. , ... , . . . .. Paul hold.~ a B.S, degree in Business Administration from San Jose State University. He is active in professional HR organizations and in the community, where he has worked with a number of education, youth service, civic, business, and cultural organizations, Page 11 None. Chapter 7 Proposal Exceptions Chapter 8 Proposal Costs Based on the services described in our proposal, the Professional Services Consulting Fee for this recruitment will be $18,500. Normal and direct out-of-pocket expenses associated with the search are charged back to the client. &penses for this assignment would not exceed $7,500 without the express consent of the City. These expenses include; advertising, clerical time, supplies, printing, telephone, postage, and consultant travel for client discussions, meetings and local and out-of-area candidate interviews. All expense items will be detailed and billed on a monthly basis. As discussed above, upon request we will do background checks on the final candidate(s). The typical cost for background is approximately $250 per candidate. The consulting fee will be inclusive of all services defined within titis proposal unless otherwise stated,. This would include development and facilitation of an oral board examination process. The sample table reflects the hours dedicated to each step of the recruitment process as defined by the Work Plan. .. . '" .;..:' l,abor .Cati3g0(ies . " ,:., . . :. Est. • " . ,: ": ," .... ScoPe,' .-.' .; . . ·(e.g.; Consullani, Sf. Cc>nsultaot; etcj , , Hours I Position Profile and Assessment of City Needs -meetings with Council, staff and Principal 7 stakeholders Development of Recruitment Plan Principal 33 Preparation of RecrUitment/Advertising Clerical 10 Material and Job Posting Candidate Outreach Candidate Assessment -qualifying and Principal 22 I .... interviews Gerical 12 Candidate Presentation Materials-Principal 8 formal assessments and references Gerical . 10 . Principal 8 Finallnterviews/Selection Process Gerical 4 I I I. Page 12 Chapter 9 Guarantees and Ethics Whenever William Avery & Associates. Inc. is retained we guarantee a complete commitment to a client Due to our experience, knowledge and succeSIJ within the management cOIlllulting field. we assure all clients that we will only present candidates who meet the majority of the qnalifications that you have identified. We are also committed to continue our search efforts until a successful candidate is employed. , . It is also our practice to replace a candidate whQ may voLuntarily resign during the first two years of his/her employment. This same commitment applies if the client finds it necessary to terminate or to request the resignation of the selected individual in the fust two years for reasons which would have precluded his/her employment had they been known at the time employment started. In either case, we invoice a client only for out-of-pocket expenses incurred in identifying a replacement. ',' :" \ " ,".' : ." '. ..~" Attachment B Proposer's Information Form PROPOSER (please print): Name: WIlliam Avery and Assogiates. Inc: Address: 3-112 N. Santa Cruz Ave" Suite A Los Gatos. CA Telephone: 408-399-4424 Fax: 408·399-4423 Contact person, title, telephone and fax number: Paul Kimura. Principal: 408-399-4424: 408-399-4423 Proposer, if selected, intends to carry on the bUsiness as (cneck one) D Indivldiual D Joint Venture D Partnership 181 Corporation . ., When ,irlcorPorated1 1962 ',' , .' In what state? CalifOrnia When authorized to do business in California?: 1982 D Other (explain): ______________ _ ADDENDA To assure that all Proposers have received eacn addendum, check the appropriate box(es) balow. FaHura to acknowledge receipt of an addendum/addenda may be considered an irregularity in the Proposal; Addendum number(s) received: 01; 02; 0 3; 04; 0 5; 0 6; Or, 18l ____ No Addendum/Addenda Were Received (check and initial). PROPOSER'S SIGNATURE No proposal shall be accepted which has not been sIgned in ink In the appropriate space below: By signing below, the submission of a proposal shall be deemed a representation and certification by the Proposer that they have investigated all aspects of the RFP, that they are aware of the applicable facts pertaining to the RFP process, its procedures and requirements, and they have read and understand the RFP. No request for modification of the proposal shall be considered after its submission on the grounds that the Proposer was not fully informed as to any fact or condition. 1. . If Proposer is INDIVIDUAL, sign here Oate: _____ _ Proposer's Signature Proposer's typed name and title 2. If Proposer is PARTNERSHIP or JOINT VENTURE, at least (2) Partners or each of the Joint Venturers shall sign here: Partnership or Joint Venture Name (type or print) Oate: _____ _ Member of the Partnership or Joint Venture signature , . :" ~~ .' ; . .;" .' -'. ", ". .' . Member of the Partnership or Joint Venture signature 3. If Proposer is a CORPORATION, the duly authorized officer(s) shall sign as follows: The undersigned certify that they are respectively: ~P~au~I~K~im~u~m~ ________________ and __ ~P~r~in~c~ipa~I ____________ __ ~e ~e Of the corporation named below: that they are deSignated to sign the Proposal Cost Form by resolution (attach a certified copy, with corporate seal, if applicable, notarized as to its authenticity or Secretary's certificate of authorization) for and on behalf of the below named CORPORATION, and that they are authorized to execute same for and on behalf of said CORPORATION. William Avery and Associates, Inc. Corporation Name (typ~ or print) By: ~oSl \(VWI k0.Q Date: i )'.4/' D Title: Principal 2 ... I Attachment I'F" INSURANCE REQUlREIIIIENTS CONTRACTORS TO THE CITY OF PALO ALTO (CITY), AT THEIR SOlE EXPENSE, SHALL FOR THE TERM OF THE CONTRACT OBTAIN AND MAINTAIN INSURANCE IN THE AMOUNTS FOR THE COVERAGE SPECIFIED BELOW, AFFORDED BY COMPANII!S WITH AM BI!8T'S KEY RATING OF A-MI, OR HIGHER, LICENSED OR AUTHORIZED to TRANSACTINSURANCE BUSINESS IN THE STATE OF CALIFORNIA. ' AWARD IS CONTINGENT ON COMPUAlica WITH CITY'S INSURANCE REQUIREMENTS AS SPECIFIED BELOW' RECII!lR~D MINIMUM ~IMtrS lYPE OF COVERAGE REOUIRELENT . E'ACH OCCURRENCE AGGflEGATE YES WORKER'S COMPENSAT,ON STA!.U!~!!!. YES EMPLOYER'S UABlllTY . STATUTORY YES BOOll.YINJURY $1.0oolQQ() ~1,ODO,OOO GENERAL UABILlTY, INCLUDING PE~INJURY,BROADF~ PROPF.RTY DAMAGE 11,000,000 11.000,000 PROPERTY DAM'\GE BLANKET i CONTRACTUAl, AND FIR!: LEGAL BODILY INJURY'" PROPERTY DAMAGE 11,000,000 I S1.00D,OO(J LlA81UTY COMBINED. ..... -RY $1,000,000 $1,OOO,OO(J -EACH PERSON $1,000.000 $1,000,000 -EACH OCOURRENCIi $1.000,000 11,000,000 YeS AUTOMOBILE UABJL.ITY,INCLUDlNG AU. OWNED, 'HJREO, NON~OWNeo PROPE:RTY DAMAGE $1,OOO,O()o $1,DOO,OOO ,. SODllY INJURY AND PROPERTY 11,000.000 $1.000,000 , YES -- YES .1.. -DAMAGe COMBINED PROFeSSI9,!~L LIABlUTY, INCUlOIIIIG, ERRORS AND OMISSIONS. MALPRACTICE lW/lEN APPLICABLE). ANO NEGUGEHT $1 DOD 000 PERFORMANCE ALl OAMI\GE8 . . THE CITY OF PALO ALTO IS 10 BE NAMED M AN AODmONAL INSURBD: CON"mACTOR. AT ITS SOLE COST AND, EXPENSE, SHAll OBTAIN ANO MAINTAIN, IN FULL. FORCE ANi> EFFECT THROJ.,lGHOUT THE ENTIRE TERM OF ANY I RESULTANT AGREEMENT, THE INSUfW.,tCE COVERAGe: HJ;REIN OESCRIBfiD, INSURING NOT ONLY CONTRACTOR AND ITS SUBCON6tJLTANT$, IF ANY, BUT ALSO. \NJTH THE exCEPnOH: OF WORKERS' COMPENSATION, EMPLO"YER'S LIABiliTY AND PROFESSIONAL InsURANCE, NAMING AS ADDITIONAL INSUREDS CllY, Il'S COUNCIL MEMBERS, OFFICERS, AGENTS. AND EMPf..OYEES. . • INSURAtiC~ coVi:~G~MUST INcLUDE: .. ;'-," ','-, .... .r.' A, A PROVISION FOR A WRITTEN THIRTY DAY ADVANCE NOTICE TO CITY· OF CHANGE IN COVERAGE OR OF COVERAGE CANCELLATION; AND B. A CONTRACTUAL LlAllILITY ENDORSEMENT PROVIDING INSURANCE COVERAGE FOR CONTRACTOR'S AGREEMENT TO INDEMNIFY CITY. C. DEDUCTIBLE AMOUNTS IN EXCESS OF $5,OOD REQUIRE CITYS PRIOR APPROVAL. II. CONTACTOR MUST SUBMIT CERTlFICATES(S) OF INSURANCE EVIDENCING REQOIRED .cOVERAGE. III. E~DORSEMENT PROVlSIONS. WITH RESPECT TO THE INSURANCE AFFORDED TO "ADDITIONAL INSUREDif' A. f'BIMARY COVERAGE WITI, RESPECT TO ClAIMS ARISING OUT OF THE OPERATIONS OF THE NAMED INSURED, INSURANCE AS AFFORDED BY THIS POLiCY IS PRIMARY AND IS NOT ADDITIONAL TO OR CONTRIBUTING WITH ANY OTHER INSURANCE CARRIED BY OR FOR THE BENEFrr OF THE ADDITIONAL INSUREDS . . e.· CROSS LIABILITY RtN.11f07 4 Att.achmiMtt liP'" IN3llRAllCE RI:QUIRI!MENTS '!HE NAMING OF WRE THAN ONE PERSON, FIRM, OROON'OAATIOH AS INSUREIll1 UNDER '!HE POlIO"( SHI\Ll. NOT. FOR TIlAT REASON ALONE. EXTINGlJISIl f.N( RIGHTS OF '!HE INSUREO AGAINST ANOTHeR, BUT '!HIe ENOORSEMENT. AND THE NAMING OF MUl TlFU! INSUREDS. SHAll. NOT INCREASE mE TOW. UABlliTY OFmE COMPANY UNDER THJS POLICY. C. NOTICE Of CANCELlATiON 1. IF '!HE POWCY ISOANCEJ.EO BEFORE ITS EXPIRATION DATE FOR ANY REASON O'JHSR '!HAN '!He NON-PAYMENT OF PREl'ilIUM, '!HE ISSUING COMPANY SHALl. PROVIDE CITY AT LEAST A THIRTY (80) OAYWRllll:N NOTIOE BEFORE THE EFFECTMli OATE OF OANCELIJ\TIOI'I. 2. IF THE POWCY IS OANCELED BEFORE ITS E>G'IRATION DATE FOR THE NON-PAYMENT OF PREM!UM~ '!HE ISSUING COMPANY SHALL PROVIDE CITY AT U!AST A TEN (10) DAY WRITTEN NOTICE BEFORE THE EFFECTIVE DATE OF CANCELLATION. NIlTICl!8 SHALL BE r.lAlJ.ED TO; PURCHASING AND CONTRACT ADMINISTRATION CITY OF PALO ALTO p.a BOX 102110 PALO ALTO, CA 94303. 5 I I j j j j I ATTACHMENT E A PROPOSAL TO CONDUCT AN EXECUTIVE RECRUITMENT FOR A City Attorney ON BEHALF OF THE City of Palo Alto phon(! 916 .. 71$4.9080 to~ 91Q~784.1q85 lQ77 fur9kcl Read, Sulto 202, Rouv'II{t, CA 9$661 ", ",' ",' . '. ,',- '. .-, TABLE OF CONTENTS CHAPTER 1-PROPOSAL SUMMARY ............................... 1 PROPOSED RECRUITMENT T&IMCONTACT INFORlVIA TION ...................... .2 CHAPTER 2 -PROFILE ON THE PROPOSING FIRM ....................................................................................... 3 CHAPTER 3 -QUALIFICATIONS OF THE FIRM .......... 4 FIRlVI EXPERIENCE ................................................................................... .4 PERTINENT PROJECT E:hTERIENCE ....................................... : ................... 7 CHAPTER 4 -WORK PLAN PROPOSED .......................... 7 STEP 1 DEVELOPING T.HE CANDID.\TE PROFILE ....................................... 7 STEP 2 ADVERTISING CAMPAIGN AND RECRUIThIENTBROCI-IURE ............ 7 STEP 3 RECRUITING CANDIDATES ............................................................. 7 STEP 4 SCREENING CANDIDATES .............................................................. 8 . STEP 5 PERSONAL INTERVIEWS ................................................................. 8 STEP 6 PUBLIC RECORD S&illCI-I!STATE BAR VERIFICATION .................... 8 STEP 7 RECOMMENDATION ....................................................................... 8 STEP 8 FINAL INTERVIEWS ........................................................................ 8 STEP 9 BACKGROUND CHECKS !DETAILED REFERENCE CHECKS ............. 9 STEP 10 NEGOTMT!ONS ............................................................................ 9 STEP 11 COMPLETE ADMINISTMTlVE AsSISTANCE ................................... 9 SCHEDULE OFPERFORlVlANCE ................................................................. IO j 1 , I 1 CHAPTER 5 -PROPOSED INNOVATIONS .................. 11 CHAPTER 6 -PROJECT STAFFING ............................... 12 CHAPTER 7 -PROPOSAL EXCEPTIONS ...................... 14 CHAPTER 8-PROPOSAL COST & RATES .................... 15 PROFESSIONAL FEE AND EXPENSES ........................................................ 15 GUARANTEE ........................................................................................... 15 .... , CHAPTER1-PROPOSAL SUMMARY August 19, 2010 Mayor Patrick Burl!: and Members of the City Council City of Palo Alto 250 Hamilton Avenue Palo Alto, CA 94301 Deiu: Mayor Burl< and City Council Members: Thank you for inviting Bob Murray & Associates to submit a proposal to conduct the City Attorney recruitment for the City of Palo Alto. This proposal details our qualifications and describes our process of identifYing, recruiting and screening outstanding candidates on your behalf. It also includes a proposed budget, timeline, guarantee, and description of pertinent project experiences. At Bob Mumty and Associates, we pride ourselves on providing quality service to local govetll.tnents. We have created a recruitment process that combines our ability to help you to detemrine the direction of the search and the. types of candidates you seek with our experience recruiting outstanding candidates who are not necessarily looking for a job. Our proven expettise ensures that the candidates we present for your consideration will match the criteria you have established and will be outstanding in their field . A significant portion of out ptocess focuses on conducting thorough and confidential baekground investigations of the top 2-3 candidates to ensure that nothing about them is left undlscovered. We have candid discussions with references who have insight into the candidate's experience, style and ethics; conduct a search of newspaper articles; and run credit, criminal and civil records reports. This ensures that the chosen candidate will not only be a.n excellent fit with the City of Palo Alto, but also that the chosen individual will reflect positively upon your organization. To learn fitst-hand of the quality· of our service and our recruitment successes, we invite you to contact the references listed on page 6 of the attached proposal. We look forward to your favorable consideration of our qualifications. Please do not hesitate to cont:actus at (916) 784-9080 should you hAve a.nyquestions. Sincerely, &'-/Jt; Bob Muttay and Associates i I PROPOSED RECRUITMENT TEAM CONTACT INFORMATION Lead BPcruifer Bob Mutray, President bmurray@bobmutrayassoc.com Primary Support Staff Amanda Sandets, Principal Consultant atnan.das@bobmw:rayassoc.com Sarah Kenney, Senior Consultant sa.rahk@bobtnutrayassoc.com Mr. Muttay, Ms. Sandets, and Ms. Kenney can be ttached by phone at (916) 784- 9080 Of by U.S. mail at Bob M=y & Associates, 1677 Eureka Road, Suite 202, Roseville, CA 95661. City of Palo Alto Page 2 CHAPTER 2 -PROFILE ON THE PROPOSING FIRM Bob MuttlIy and Associates brings a unique aud personal approach to executive recruittnent- one that emphasizes teamwotk and responsiveness. We ate finnly committed to a process driven by yout needs .. You de~e how the search will proceed and what types of candidates you are looking for. Fo!med in May 2000, Bob Murray & Associates is the largest, most successful search fum. on the west coast. Since our fum.' s formation we . have conducted over 450 local government, special district, and private sector searches. We are finandally sound and have the capacity to conduct the search and inC'.1r costs to later be reimbursed by the client. . In his 25 years as an executive recruiter, Bob Murtay, the fum.'s principal, repeatedly proven that he knows how to find outstanding candidates. With a national reputation fo! excellence, Bob Murtay & Associates has extensive experience working with counties, mUllicipalities, special districts, and. other organizations .in thtoughout the United States. Out experience includes conducting recruittnents fot: administration, building, development, engineering, finance, fire, human resources, lfg.!l, library, patks aod teeteation, plao.ning, police, public information/communications, public works, redevelopment, technology, transportation and udlity professionals, to name a few. . Out experience ranges from working with large. complex organizations such as San Ftancisco, CA; San Diego, CA; San Jose, CA; Los Angeles, CA; Phoenix, AZ; and San Antonio, TX to smaller organizations such as Sonoma, CA; Ojai, CA; and Beverly Hills, CA. Bob Murray and Associates is known throughout the industry by both clients and candidates alike as the leading fum. .in tettns of customer service. We pride ourselves on out 1espoosiveness to clients aod candidates and assure the City that you will receive the highest caliber of service from every member of our team. . Bob Muttay and Associates is a smali cotporation consisting of seven full-time . staff members including Bob MuttlIy, President; Regan Williams, Vice President; . Renee Nru:loch, Vice President; Wesley Herman, Vice President; Amanda Sanders, Senior Consultant; Sarah Kenney, Ptincipal Consultant; and Rosa Gomez, . ExecutiVe Assistant. Out main. office is located in Roseville, CA, and all work on the City of Palo Alto's recruitment will be executed by the staff io the Roseville office. Out knowledge of what lnJlkes a candidate truly outstanding, along with our ability to assess the candidates' adtninistrative skills, . management style, leadership ability, communication skills and experience working with diverse and competing interests, will . ensure that the City of Palo Alto has an outstanding group of finalists from which to . select the new City Attorney. City of P.lo Alto Page 3 j I I j CHAPTER 3 -QUALIFICATIONS OF THE FIRM FIRM ExPERIENCE With tespect to the City Attorney recruitment, Bob Muttay and Associates offers the following expertise: .. Bob Mun:ay & Associates has an unmatehed record of sueeess in recruiting loci! government and special district professionals. With ovet 25 years of " experience, we have conducted hundreds of searches for municipal and special district executives including City Attorneys. Within the last three years, we " have conducted the City Attorney recruitments on behalf of the Califo.t:W.a " cities of Cupettino, Lathrop, Morgan Hill, and Ventura; San Benito County (County Counsel); and the Sacramento Mea Flood Control Agency (Agency Counsel). Our previous recruitment experience includes conducting recruitments on behalf of the cities of Bakersfield, Concord, Fresno, Monterey, Mountain View, N""'Port Beach, Oceanside, Palo Alto, Salinas, South Lake Tahoe, San Mateo, and Stockton, as well as the Assistant City Attorncy searches for the Hayward and Pleasanton; the Assistant County Counsel recruitment on behalf of Yolo County, CA; the City of North Las Vegas, NY; and the Presiding Judge recruitment on behalf of Aurora, CO. Ow: knowledge of outstanding candidates and extensive network of contacts will ensure that the City of Palo Alto has an outstanding group of finalists from which to select its new City Attorney. .. We are familia!: with the City of Palo Alto and the community it serves, as we previously conducted your City Managet and Police Chief recruitments. Ow: knowledge of the comnmnity and the opportunities it provides \\>ill be an asset when conducting the City Attorney recruitment. .. Ow: firm is well-acquainted with Santa Clar.a County and the surtounding region. We have conducted recruitments on behalf of the cities of Campbell (City Manager and Finance Directot); Los Altos (Finance Director); Milpitas (Economic Development Managet, Fire Chief, and Planning & Neighborhood Services Director); Morgan Hill (police Chief), "" Mountain View (Fire Chief, Police Chief, and oiliets); San Jose (Airport . Project Executives; Emergency Setvices Director; Deputy Director of' Environmental Setvices; Independent Police Auditot; Integrated Waste· Manager; Director of Transportation; Deputy Directo.t: of Finance; Parks, Recreation and Neighborhood Setvices Director; and Assistant Director of Parks, . Recreation & Neighborhood Setvices); and SUtl1lyvale (City Clerk and Public Safety Director); in addition to San Jose State University (police Chief); the Santa Clara Valley Tl"anspottation Authority (Board Secretaty); and the Santa Clara Valley Warer District (CEO). Our knowledge of the region, its issues, and the County's outstanding quality of life will be an asset in presenting this opportunity to prospective candidates. City of Palo Alto Page 4 I ,,;. Bob M=y and Assodates' experience designing and conducting successful recruitment processes on behalf of cities, counties and special districts is unmatched in the field. Our " process is speci£icslly designed to meet your needs. We have developed and carried out, numerous recruitment processes involving a wide variety of interests both inside and ' outside the otganizatiolL Should the City so desire, we can develop" process that, in addition to working with the Mayor and the City Council, can provide fat an opportonity to involve Department Heads, staff, and representatives of the cotntnunity as appropriate in both the development of the candidate profile and ,,' the selectinn process. Our expertise includes designing intetview strategies that " involve these groups in the process, while; ensuring that the Mayor and the City ;,' Council are able to make the finil selectiolL In addition, we can facilitate discussion among these groups that leads to a consensus concerning the ideal' , eandidate. Our lmowledgr of how to develop an effective process that is ' suited speci£icslly to the needs of the City is unswpassed City of Palo Alto Page 5 l>ertinent Project Experience Client!! and ca.ndicbtes ate the best testament to out ability to conduct quality seatches. Clients for whom Bob Murray md Associates hIlS recently conducted seru:ches are listed below. Unless otherwise noted, services perlDIIned for the references listed below were based on a 16-weekschedule and included all services listed in Chaptet 4 of this proposal. For all projects listed below, we wete able to co.o.duct the recruitment according to the timdine that was established at the kick-off meetings and wete able to adhet:e to the budget outlined in the contract 100"/0 of the wott conducted on each the recruitments listed was conducted by Bob Murray & Associates. Project Name Client Total Project Cost City Attotney City ofM~n.Hill 122,141.92 City Attomey Ci'Y of Cupertino $27,486.22 -- ------------ Ci'Y Attomey Ci'Y of San Mateo $22,871.09 =-"" Ci'Y Attomey City of Monterey $25,123.46 Ci'Y Attorney Ci'Y of Oce:mside $23,357.66 ~ncy COlln.<d Sa=mento Area $23,264.00 Flood Control Agency County Coun.<d San Benito COUll'Y $24,156.00 Ci'Y Attorney Ci'Y orVenttm. $23,279.81 -_.,--.... _-- Client Contact Information M1:. Edward Tewes, City Manager, 1(408) 779-72:11 Mr. Ottin M.honcy, Councilmember and fotmer Mayor, (408) 777-3195 Mr. John Lee, Mayor, (650) 522- 7048 Mr. FIed :Muerer, Ci'Y Manage<, 831) 646-3760 Mr. Brian Kammerer, HIlllllUl Montees Dttcctor, (760) 435- 3500; or M1:. Steven Jepsen, fottneI Oceanside City Managct and cuttent City Ma.rutgeI for the City of Yuba Ci'Y, (530) 822-4601 M1:. Stein Buer, Executive DiIector, (916) 874-7606 Mr. Reb Monaco, Boru:cl of Supervisots ChoJr, (831) 80,1:4472 Mr. Bill Fulton, Mayor, (805) 654- 7827; Mt. Brian BrentlJlJl, Councilmember, (805) 654-7827; OI Mr. Rick Cole, City Manage<, (805) 654-7740 Other Recruitments Conducted : Police Chief • • l:'1re Chief, Building Official Assistant Ci'Y Ma.rutgeI, Pallce Chief City Manager, Ci'Y P1anoer, Ci1y Devdopment Engineer, City Tllific Engineer, Development Services Director, Fire Chief, and Police Chief Executive Director, DepU1y Executive DttectOI Public Wo.tb Adtninistrator, Pbnning Dttector City Manager, Community Services Dttectot City ofP.le .-I.1to Page 6 CHAPTER 4-WORK PLAN PROPOSED Bob M=y and Associates' unique and client oriented approach to executive search -will ensuxe that the City of Palo Alto has quality candidates from which to select the new City Attorney. Outlined below are the key steps in ou! rec.ru.itment process. STEP 1 DEVELOPING TIlE CANDIDATE PROFILE OU! understanding of the City of Palo Alto's needs will be key to a successful search. We -will work with the Mayor and the City Council to learn as much as possible about the organization's expectations for a new City Attorney. We want to learn . the values and cultw:e of the organization, as wen as understand the cuttcut issues, challenges and opportunities that face the City of Palo Alto. We also want to know the Mayor's and the City Council's expectations regarding the knowledge, skills and abilities sought in the ideal candidate and will work with the City to identifY expectations regarding education and experience. Additionally, we want to discuss expectations regarding compensation and other items necessary to complete the successful appointment of the id.eal candidate. The profile we develop together at this stage will drive subsequent rec.ru.itlnent efforts. STEP 2ADVERTlSING CAMPAIGN AND RECRm'rMENT BROCHURE Aftet gaining an understanding of the City of Palo Alto's needs, we will design an effective advertising campaign appropriate for the City Attorney recruitment. We will focus on professional jouroals that ate specifically suited to the City Attomey search. We w:ill also develop a professional rec.ru.itment brochure on the Mayor's and the City Council's behalf that will discuss the commuuity, organization, position and compensation in detail Once completed, we will mail the profile to an extensive audience, making them aware of the exciting opportuuity with the City of Palo Alto. STEP 3 RECRUITING CANDIDATES After cross-referencing the profile of the ideal candidate with out: database and contacts in the field, we will conduct an aggressive outreach effort, including =king personal calls to prospective applicants, designed to identifY and recruit outstanding candidates. We recognize that the best candidate is often not looltiog for a new job, and this is the person we actively seek to convince to become II candidate. Aggressively :t:narketing the City Attomey position to prospective candidates will be essential to the success of the search. . City ofP,,}o Alto Page 7 STEP 4 SCREENING CANDIDATES Following the closing date for the recruitment, we will screen the resumes we have received. We will use the criteria established in our initial meetings as a basis upon which to narrow the field of candidates, STEP 5 PERSONAL INTERVIEWS We will conduct personal interviews with the top 10 to 12 candidates with the goal of detettnioillg which candidates have the gteatest potential to succeed in your organb:ation. During the interviews, we will explore each candidate's background and experience as it relates to the City Attorney position. In addition, we will discuss the candidate's motivation for applying for the position and make an assessment of his/her knowledge, skills and abilities. We will devote specific attention to establishing the likelibood of the candidate's acceptance of the position if an offer of employment is made, STEP 6 PUBlJC RECORD SEARCH/STATE BAR VERIFrCATION Following the interviews, we wln conduct a review of published articles for each candidate. Various sources will be consulted including Lexis-Nexis™, a newspaper/magazine search engine, Google, and local papers fur the communities in which the candidates have worked. This alerts us to any futther detailed inquiries we may need to make at this time. We will consult the State Bar of California to ensure your candidates' good standing. STEp 7 RECOMMENDATION Based on the information gathered through meetings with your organization,,' and personal interviews with candidates, we will reconnnend a limited number of candidates for your futther consideration. We will prepate a detailed written report on each candidate that focuses on the results of our interviews and public record searches. We will make specific recommendations, but the final determination of those to be considered will be up to you. STEP 8 FINAL INTERVIEWS Our years of experience will be invaluable as we help you develop an interview process that objectively assesses the qualifications of each candidate. We wlI! adopt an approach that fltlJ your needs, whether it is It ttaditional interview, multiple interview panel or assessment center process. We will provide you with suggested interview questions and tating forms and will be present at the interview I assessment center to &cilitate the process. Out expertise lies in facilitsting the discussion that can bring about a consensus regarding the final candidates. City of Palo Alto l'<!ge8 We will work closely with yOUl: staff to coordinate and schedule interviews and candidate ttavel. Out goal :is to ensru:e that each candidate has a vety positive experience, as the manner in which the entite process is conducted will have an effect on the candidates' perception of yOUl: organization. STRP 9 BACKGROUND CHECKS /DETAILED REFERENCE CHECKS Based on final. intetviews we v;.ill conduct credit, crinrirutl, civ1l litigation and motor vehicle rccotd .checks for the top one to three candidates. In addition, those candidates .. will be the subjects of detailed, confidential :reference checks. In order to gain an accurate and honest appraisal of the candidates' strengths and weaknesses, we will talk ' candidly with people who have direct knowledge of their work and management style. We will ask candidates to fotwafd the names of their supetv:ison, subordinates and .' peers for the past seve.tal yeafs. Additionally, we make a point of speaking confidentially to individuals who we know have insight into a candidate's abilities, but who may not· be on his/her prefened list of contacts. At this stage in the rectuitment we will also verify candidates' degrees. STEP 10 NEGOTIATIONS We recognize the critical impo:ttance of successful negotiations and can serve as yOUl: representative duting this process. We know what other organizations have done to put deals together with great candidates and will be available to advise you regarding current approaches to difficult issues such as housing and relocation. We will represent yOUl: interests and advise you regarding salary, benefits and employment agreements with the goal of putting together a deal that results in the appointnlent of yOUl: chosen candidate. Most often we can tum a vety difficult aspect of the rectuitnlent into one that is viewed positively by both you and the candidate. STEP 11 COMPLETE ADMINISTRATIVE AsSISTANCE Throughout the recruitnlent we will pwvide the Mayor and the City Council with updates on the status of the search. We will also take caxe of all administrative details on your behal£ Candidates will receive per.sonal letters advising them of their status at each critical point in the recruitnlent. In addition, we will ~espond to . inquiries about the status of their candidacy within twenty-foUf hours. Evety administtative detail will receive OUl: attention. Often, candidates judge oUf clients hased on how well these details are handled City of Palo Alto Page 9 SCHEDULE OF ~RFORMANCE Bob Murray a:od Associates shall pe:rfo:ttn the Services so as to complete each milestone within . the number of days/weeks specified below. The time to complete each milestone may be increased or decreased by mutual written agreement of the project managers for Bob Muttay and Associates and the City of Palo Alto '0 long as all work is completed within the tenn on the Agteement. Bob Murray and Associates shall provide a detailed schedule of work : consistent with the schedule below within 2 weeks of receipt of the notice to proceed. We are prepared to start work on this assignment immediately and antielpate that we will be prepared to make our recommendation regarding finalists within seventy five to ninety .. days from the start of the search. A standard recruitment can typically be completed in sixteen weeks and follows a schedule smar to the one below: NUMBER OF WEEKS FROMNTP 1 2 3 4 5 9 10 11-12 12-13 14 15 16 MILESTONE Conduct meeting with the Mayor, City Council, and others involved in the process Write recruitment brochure and advertisement Mayor and City Council recruitment brochure advertisement review and Recruitment brochure printed and advertisements placed Active recruitment of candidates begins Search closes Resume screening Recruiter interviews top candidates Publicr~search Review recommendations with Mayor, City Council and others involved in the process Mayor and City Council interviews, follow-up interviews, and consultant reference/ backgtound checks Candidate selection City of Palo Alto Page.10 CHAPTER 5 -PROPOSED INNOVATIONS Bob Murray & Associates' development of an online candidate application process and candidate databou;e function has increased out access to candidates, providing a !nOre appealing format for individu<l1s to access information and 'Pply for positions. It has also enhanced out ability to recruit quality candidates on yoU! behalf by cross- referencing candidates to your needs for the search. Internally. it has streamlined Out recruitlnent processes so greater time can be spent on candidate outreach, screening, and conducting reference checks, all of which benefit ou! clients. City ofP,1o Alto Page 11 I J CHAPTER 6 -PROJECT STAFFING Mr., M=y will sewe as the lead on this recruitment, with Ms. Kenney assisting him and the City throughout the process. Ms. Kenney will assist Mr. Muttay with all aspects of the recruitment, but will primarily be involved in steps 2, 3, 6, 8, 9 and 11 listed in Chapter 4 of this proposal. We work as a ream on out recruitments. Therefore, when Mr. Murray or Ms. Kenney are not available, there is always an inilivjdual in the office who is f,mili.r with the , process and available to answer Mly questions the City or candidates Inay have. ' BOB MURRAY, PRESIDENT Mr. Mu.ttay brings over 25 years expecienceas a recruiter. Mr. Muttay is recognized as one of the nation's leading recruiters. He has conducted hundreds of searches for cities, counties, and special districts. He has been called on to conduct searches for some of the largest most complex orgaoizatiolll! in the country and some of the smallest. Mr. Mu.ttay has conducted searches for chief executives, department heads, professional and technical positions. Mr. Murray has taken the lead on the li.tni's most ilifficult assignments with gteat success. His clients have retained him again and again given the quallty of his work and success in finding candidates for difficult to fill positions. Prior to eteating Bob Mu.ttay & Associates, Mr. Muttay directed the search practice fur the largest search practice serving local govemtnent in the country. Mr. Mu.ttay has worl<ed in local government and benefits from the knowledge of having led an otganization. Prior to his career in executive search he served as the City ManageJ' for the City of Olympia, Washington. He has also served as an Assistant City Manager and held positions in law enforcement. Mr. Muttay received his Bachelor's degtee in Criminology from the University of' Califotnia at Berkeley with gtaduate studies in Public Administration at California State University at Hayward. AMANDA URRUTIA-SANDERS, PRINCIPAL CONSULTANT As .. consultant with Bob Muttay & Associates, Ms. Urtntia-Sanders is responsible for research, canilidate recruitment and screening, as well as .reference checks and background verifications. She focuses on client communication and works closely with clients to coordinate caoilidare outreach and ensu.t:e a successful search. Ms. Uuutia-Sandel'S brings several years of industry experience as she wotked fot one of the nation's largest recruitment fitms. Her insight into the recruitment process is a valuable asset to Bob Muttay & Associates. City of PAlo Alto Page 12 j I ]'vIs. U.uutia-Sande.ts received her Bachelot of Arts degree in ColIl1lJ.J.lllications from the University of Wyoming. SARAH KENNEY, SENIOR CONSULTANT As a Senior Consultant with Bob M=y & Associates, Ms. Kenney is responsible for _ candidate recruitment and screening, -research, reference checks, and background -- veri£cations. Her focus is client sernce, and she wow closely with clients to coordinate candidate outreach and ensure successful searches. Ms. Kenney brings over a decade of customer Bernee and management experience to Bob Munay & Associates. She has been on both sides of the hiring process and uses: her experience to ensure all patties involved are satisfied with every step of, _ . recruitment at our fum. - Ms. Kenney received hex Bachelor of Arts degree in Psychology from the University of Califomia at Davis. City of Palo Alto P'ge 13 , '.. I CHAPTER 7 -PROPOSAL EXCEPTIONS We have thotougly!ead examined Attachment C "Sample Agreement for Setv:kes" that was provided in RFP# 138308 and request no changes or exceptions. We also agree to all msutlUlce requirements specifiOO in Exhibit D "Insurance Requirements" and Attachment . F "InsuriUlce Requirements." City of Palo Alto Page 14 CHAPTER 8 -PROPOSAL COST & RATES PROFESSIONAL FEE AND EXPENSES The consulting fee for conducting the City Attorney recruitment on behalf of the City of Palo Alto is $17,500 plus expenses. Semces provided for the fee consist of all steps outlined in this proposal including three (3) days of meetings on site. The City of Palo Alto will be responsible fox reimbw:sing expenses Bob Muttay and Associates incw:s on yOU!: behal£ We est::it:rmte expenses for this project to be $5,500- $6,500, with a not-to-exceed amount to be detetmined by conmct. Reimbursable . expenses include such items as the cost of travel, clerical support, placement of ads, credit, crltulnaI and c.ivll checks, education verification, and newspaper seaxches. In addition, postage, photocopying, and telephone charges will be allocated. We undexstand you axe seeking the est::it:rmted number of houts that we would require to provide ow: semce, the billing rates of persons that will provide said services, and any other estimated additional costs. Although we do not bill based on the nwnber of houts, oux consulting fee would be compru:able to an hourly .tate of $250 for Mr. Murray and $100 for either Ms. Sanders ox Ms. Kenney. Mr, Murray and our consultants do not spend a min1mlJiIl or maximum number of houts on each section of the rectuittnent process. Instead, they spend the amount of time necessary to exceed the expectations of oux clients. TyplClllly, the most hours are spent on candidate outreach, as this ensures "- successful recruitment more than any other aspect of the recruitment process. Developing the candidate profile, conducting the initial interview process, and reference checking/newspaper searches ate other areas where significant time is spent. GUARANTEE We guarantee that should the selected candidate be terminated for cause within the £itst yeax of employment we will conduct the search again at no cost (with the exception of expenses) to the City of Palo Alto. We are confideodn our ability to . recruit outstanding candidates and do not expect the City of Palo Alto to find it . necessary to exercise this provision of our proposal. City of P.lo Alto Page 15 BOB MURRAY & ASSOCIATES CLIENT LIST SINCE 2000 ClTYMANAGER Airway Heights, WA Albany, CA (City Administtatot) Albany, OR Antioch, CA Apple Valley, CA (rown Manager) Arcata,CA Batstow, CA Benicia, CA Campbell, CA Capitola, CA CattneJ, CA Castle Rock, CO (r0Wll Manager) Chico, CA Chino Hills, CA Chula Vista, CA Claremont, CA Concord,CA CODsB'y,OR Corcoran, CA Corona;CA Coronado, CA Corte Madera, CA (rown Manager) Damascus, OR Dixon,CA Dublin, CA Elk Grove, CA Escalon, CA Eugene, OR FaltfieJd, CA Fortuna, CA Fremont,CA Goleta, CA Grovel: Beach, CA HalfMoon Bay, CA Hollister, CA Imperial, CA lone, CA Irwindale, CA Kitkland, W A LaMesa,CA La Palma, CA Laguna Beach, CA Lakeport, CA Lancaster, CA Lat!u:op, CA Lemon Grove, CA Los Alamitos, CA Manteca, CA Martinez, CA Menifee, CA Menlo Park, CA Merced, CA Millbrae, CA Mill Valley, CA MilwaukU:, OR Monrovia, CA Monterey Patk, CA Needles,CA Newbel:g,OR Newcastle, WA Novato,CA Oak Creek, WI (City Administtatot) Oakdale,CA Oakley,CA Oceanside, CA Oja.i, CA Orinda, CA Pacifica, CA Palo Alto, CA Pasadena, CA Phoenix,AZ Pice Rivera, CA Pismo Beach, CA PittBbtttg, CA Poway,CA Rancho Cordova, CA Rancho Santa Margarita, CA Red Bluff, CA Reno,NV Rio Vista, CA Roseville, CA Salem,OR Salinas, CA San Antonio, TX San Clemente, CA San Ramon, CA San Pablo, CA Santa Paula, CA Santa Rosa, CA Shoreline, WA Sonoma,CA South Lake Tahoe, CA South Pasadena, CA Springfield, OR Stanton, CA Stockton, CA Temple City, CA Thousand Oaks, CA T=y,CA Truckee, CA (Town Manager) Turlock, CA Vallejo, CA Ventuta,CA Walnut Creek, CA Westminster, CA Woodland, CA Yuba City, CA AsSISTANT/DEPUTY CITY MANAGER Alameda,CA Barstow, CA Beverly Hills, CA Carlsbad, CA Dublin,CA Lancaster, CA Monterey, CA North Las Vegas, NV Orange,CA Pasadena,· CA Peoria,AZ Petaluma, CA Pomona,CA Rancho Cordova, CA Reno,NV Rocklin,CA San Diego, CA (ASSL COO) Stockton, CA Woodland, CA Yuba City, CA COUNTY ADMINISTRATOR Butte County, CA Qackamas County, OR Clark County, NY (Assistant) Deschutes County, OR Marlon County, OR San Benito County, CA Tehama County, CA Washington County, OR ADMINISTRATIVE SERVICES DlRE<;TOR Corona, CA Garden Grove, CA LosAhunitos,CA Ontario, CA Placer County Water Agency, CA Pleasanton, CA Stockton, CA Yucca Valley, CA ANIMAL SERVICES DIRECTOR Oakland, CA. Rancho Cucamonga, CA AVIATION/AIRPoRT Big Bear Airport, CA Bob Hope Aitpott, CA Clark County, NV Dallas/Fort Worth, TX San Jose, CA BUILDING OFFICIALS/INSPECTION Arroyo Grande, CA Bakersfield, CA Centre City Development Corporation, CA El Segundo, CA Grants Pass, OR Marin County, CA Modesto,CA Palo Alto, CA Sacramento, CA San Francisco, CA Stockton, CA Tehama County, CA Yuba City, CA ClTYCLBRK Central Contra Costa Sanitation District, CA (Secretary to the District) Chino Hills, CA Dublin, CA Fremont,CA Menlo Park, CA Monterey County, CA (Clerk to the BOll1:d) Napa,CA Rio Vista, CA Santa Clara Valley Transportation Authority, CA (Board Secretary) Sunnyvale, CA COMMUNITY DEVELOPMENT DIRECTOR Benicia, CA Bevedy Hills, CA Capitola, CA Chino Hills, CA Fullerton, CA Los Banos, CA Maple Valley, WA Mru:in County, CA Modesto,CA Moreno Valley, CA Newarlr,CA Newcasde, WA Oakland, CA Oceanside, CA- Pleasanton, CA Redlands, CA Salem, OR San Carlos, CA Santa Cruz, CA Stockton, CA VacaviUe, CA Vallejo, CA Walnut Creek, CA Yub .. City, CA (ACM for Development Services) Yucca Valley, CA CONVENTION AND VISITOR'S BUREAU DIRECTOR Los Angeles, CA North Lake Tahoe Visitors Buteau, CA Mammoth Lakes, CA San Antonio, TX Steamboat Springs, CO ECONOMIC DEVELOPMENT/ REDEVELOPMENT Broward County, FL Chula Vista, CA Fremont,CA Fullerton, CA Milpitas, CA Modesto, CA New Orleans Redevelopment Authority, OR Oakland, CA Peom,AZ Port of Los Angeles, CA Port of San Diego, CA Redlands, CA Sacramento, CA Salinas, CA Scottsdale, AZ Stockton, CA Taft, CA Tracy, CA Upland,CA Vancouver, WA ENGINEERING Bakersfield, CA Barstow,CA Bob Hope Airport, CA Central Contra Costa Sanitaty District, CA Chino Hills, CA Clark County, NY McCartan Airport Corona,CA Datnllscus, OR Dublin San Ramon Services District, CA Elk Grove, CA Imperial Irrigation District, CA Los Banos, CA Needles, CA Nevada County, NY Nye County, NY Oceanside, CA Omnitrans, CA Pico Rivera, CA Pismo Beach, CA Pomona,CA Richmond, CA Reno, NY Stockton, CA San Luis Obispo County, Nacimiento Project, CA South Pasadena, CA Tibuton, CA Ttacy, CA ExECUTIVE DIRECTOR Association of Monterey Bay Area Governments, CA Arizol1ll Municipal Water Users Associatiott, AZ ~y Area Air Quality Management Distt:ict,CA Califomia Peace Officers Association, CA Califomia State Association of Counties, CA Centtlll Contra Costa Solid Waste Authority, CA Chula Vista Redevelopment Agency,CA Elk Grove-Rancho Cordova-El Dorado Conneetor JP A, CA Housing Authority of the City of Los Angeles, CA Housing Authority of the County of Butte, CA Housing Authority of the County of Santa Cruz, CA Hub Cities COllSortium, CA K.i.ngs Community Action Organi2ation, CA Mammoth Lakes Visitors Bureau, CA March Joint Powers Authority, CA Mettu, Portland, OR Oregon Cascades West Council of Governments, OR Palos Verdes Libraty District, CA Sacramento Area Flood Control Agency, CA (Executive & Deputy) San Diego Association of Governments, CA San F:rancisco Estuaty Institute, CA San Joaquin Council of GoveJ:ll111ents, CA Santa Clata Valley Water District, CA(CEO) South BaYside Waste Management Authority, CA Southern Califomia Association of Governments (Deputy) V woouver Houslng Authority, WA (Executive & Deputy) West Contra Costa IntegJOated Waste Management District, CA West Contra, Costa Tmnsportation Advisory Committee, CA Yolo Emergency Communicatiorul Al5"ncy, CA FINANCIAL Allltueda County Congestion Ma.nagement Agency, CA Aurota, CO BakIw.i.n Park, CA Barstow,CA Boulder City, NY CaJave.tas County Water District, CA Campbell, CA Chino Hills, CA Clark County, NY Corona, CA Damascus, OR D.C. Government, DC Elk Grove, CA G=ts Pass, OR HalfMoon Bay, CA Hercules, CA Housing Authority of the City of Los Angeles, CA Imperial Beach, CA Imperial Ittigation District, CA Inglewood, CA lone,CA Lanca.ster, CA LoS Altos, CA Mec.lo Pm Fire Protection District, CA Norfolk, VA (Assistant Director) Palmdale Water District, CA Pleasanton, CA San Diego, CA Sao Fmncisco, CA San Leandro, CA San Jose, CA Sarita Moniea, CA Sparks, NY Stockton, CA Thomton,CO FIRE CHIEF Alllil1eda, CA Arroyo Grwde (Director of Building & Fire) , Aurora, CO Chula Vista, CA Eugene, OR Fremont, CA Folsom,CA Fullerton, CA Glendale, CO Hillsboro, OR Livermore -PlellSanton Fire District, CA Milpims,CA Monrovia, CA Montebello, CA Mountain View, CA Newru:k, CA (Assistant & Chlet) Oceanside, CA Petaluma, CA Rancho Cucamonga, CA (Deputy & Chiet) Rancho Sanm Fe Fire Protection District, CA Salinas, CA San Mateo, CA San Miguel Fire Protection District, CA Sanm Cruz, CA Sonoma Valley Fire & Rescue Authority, CA Sunnyvale, CA (public Safety Director) Vniversity of California, Davis Vnion City, CA (Assistant & Chiet) Upland,CA Vacaville, CA GENERAL MANAGER Cahveras County Water District, CA Centtal Contra Costa Sanitation District, CA Ce.ntralllfuin Sanitation Agency, CA Coachella Valley Mosquito Vector Control District, CA ' East Bay Dischargers Authority, CA Hilton, Fatnkopf, and Hobson LLC,CA Joshua Basin Water District, CA Kennewick Irrigation District, WA (District, Manager) Los Angeles Convention Center, CA ' Monterey Regional Waste Management District, CA Monterey Regional Water Pollution Control Agency, CA (Assistant GM) Nipomo Community Services District, CA Oro Loma Sanitary District, CA Public Agency Risk Shating Authority of California, CA Pleasant Valley Recreatioa & Park District, CA Redlmation District 1000, CA (District Engineer) Ross Valley Sanitary District, CA Salinas Valley Solid Waste Authority, CA Sanitary District No.5 of Marin County,CA Santa Cruz COnBolidated Emergency Communications Center, CA Sewer Authority Mid-Coastside, CA South Placer Municipal Utility District, CA Sweetwater Springs Water District, CA Union Sanitary District, CA Valley of the Moon Water District, CA W aInut Valley Water District, CA HOUSING Housing Authority for the City of Los Angeles, CA Housing Authority for the Counry of Butte, CA ' Housing Authority for the County of Santa Cruz, CA Milpitas, CA Vancouver Housing Authority, WA (Executive Director & Deputy) LEGAL COUNSEL Autota, CO Cupertino, CA Hayward,CA " ;. - Lathrop,CA Monterey, CA Morgan Hill, CA Newport Beach, CA North Las Vegas, NV Oceanside, CA Palo Alto, CA Sacramento Area Flood Conuol Agency,CA Salinas, CA San Benito County, CA San Mateo, CA Stockton, CA Ventura,CA Yolo County, CA (Assistant County Counsel) LIBRARY Corona,CA Folsom, CA Palos Verdes LIbrary District, CA Stockton-San Joaquin County· Public LIbrary, CA PARKS/RECREATION/ COMMUNITY SERVICES Anaheim, CA Arlington, TX Bakersfield, CA El Segundo, CA Emetyville, CA HalfMoon Bay, CA Lemoore,CA Long Beach, CA Lynwood, CA (Director & Assistant Director) Maple Valley, WA Milpitas, CA Pleasanton, CA Pleasant Valley Recreation and Park District, CA Pomona,CA Sacramento, CA San Carlos, CA San Jose, CA (Dit:ector & Assistant Director) Santa Clarita, CA Stockton, CA Ventura; CA Wnitrier, CA PERSONNEL/HuMAN RESOURCES Alameda County, CA Anaheim,CA Apple Valley, CA Bru:stow, CA (Assistant to the City Manager/Human Resources) Benicia, CA . Colusa CoUnty, CA Corollil, CA Desert Water Agency, CA Frelhont, CA Inland Empire Utilities Agency, CA Glendale, AZ Gtants Pass, OR Judicial Council of Califo1'llia - Adrninisttstive Office of the Courts,CA Las Vttgenes Municipal Water District, CA Moreno Valley, CA Newark, CA Norfolk, VA (Assistant Director) North Las Vegas, NV Ontario, CA Palmdale Water District, CA Petaluma, CA Pomona,CA Rancho Cordova, CA Redlands, CA Rocklin, CA San Antonio Housing Authority, TX Scottsdale, AZ Stockton, CA Tehama County, CA Yucca Valley, CA PLANNING Alameda,CA Beverly Hills, CA Centre City Development Corporation, CA . Corona,CA Chula Vista, CA Damascus, OR El Segundo, CA Elk Grove, CA Los Banos, CA Madera,CA Milpitas, CA Modesto,CA Needles, CA Oceanside, CA Palo Alto, CA Pleasanton, CA Reno,NIT Rivel:side, CA Robson Homes, CA Roseville, CA Sacratne!1to, CA San Benito County, CA Santa Cruz, CA Stockton, CA THey Unified School District, CA Washington County, OR POLICE CHIEF ISAFETY Arroyo Grande, CA Ashlnnd,OR Aurora, CO Bay Area Rapid Transit, CA . (BART) Bellevue, W A Berkeley, CA Capitola, CA Carlsbad, CA Chico, CA Colton; CA Concord,CA Culver City, CA El Cerrito, CA Eugene, OR Fairfield, CA Fullerton, CA Glendale, ;,:z (Chief & Assistant Chiefs) Glendora, CA Half Moon Bay, CA Hayward, CA IrvIDe, CA Irwindale, CA LaMesa,CA Littleton, CO Livingston, CA Los Angeles, CA Los Angeles W otld Airports, CA Los' &.nos, CA Mammoth Lakes, CA (Interim) Maywood, CA Menlo Park, CA Metced,CA Mesa,AZ Monrovia, CA Montebello, CA Monterey, CA Morgan Hill, CA North Las Vegas, NIT Novato,CA Oakdale,CA Oceanside, CA Orange County, CA (Sheriff- Coronet) Palo Alto, CA Pasadena, CA Petaluma, CA Pismo Beach, CA Placentia, CA Pleasanton, CA Port of Long Beach, CA Port of San Diego, CA Port of Seattle, WA Reno,NIT .' Rio Vista, CA Roc.klin,CA Sactrunento,CA Salinas, CA San Bernardino, CA San Diego State University, CA San Femando, CA San Francisco, CA San Jose State University, CA San Ra&el, CA Sausalito, CA Seaside, CA South Gate, CA Sunnyvale, CA (Public Safety Director) Tuisa,OK Turlock, cA University of California, Davis, CA University of California, Slll1ta Barbara, CA University of Oregon, OR Vacaville,CA Virginia Commonwealth University , VA W'hittier, CA J 1 1 POLICE COMMAND STAFF Atascadero, CA Menlo Park:, CA Pleasanton, CA Santa Rosa, CA Port of San Diego, CA University of California, San Fzancisco, CA pOIiCE OVERSIGHT San .Ftancisco, CA (Ditector of Office of Citizen Complaints) San J ese, CA (Independent Police Auditot) PUSLlCAFFAIRS/ INTERGOVERNMENfAL RELATIONS DIRECTOR Beverly Hills, CA Rancho Cordova, CA Thomton,CO San Diego Regional Aitport Authotity, CA West Basin Municiplll Water District, CA PUBLIC SAFETY COMMUNICATIONS Aurott, CO Clackamas County, OR Heartland Communications Facility Authority, CA San Ftancisco, CA San Jose, CA Santa Cruz Consolidated Emergency Communications Center,CA Washington County CoOllolidated C~~tioos~q,OR Yolo Emergenq Communications Agency,CA PUBLIC WORKS Belmont, CA Chandler, AZ Clatk County, NV Elk Grove, CA Fresno,CA Galt, CA Chants Pass, OR Half Moon Bay, CA Healdsburg, CA Huntington Beach, CA Inglewood, CA Lathrop, CA Los Banos, CA Mammoth Lakes, CA Maple Vl1l1ey, WA .. Modesto,CA MO:llfovia, CA Morro Bay, CA Needles, CA (Uwties Director) Pico Rivera, CA Pismo Beach, Gil. Pomona, CA (Ditector & Deputy Director) Poway,CA Redlands, CA Roseburg, OR Roseville, CA San Benito County, CA San Carlos, CA San Diego, CA (Utilities Director) San Jose, CA (Deputy Director) Santa Cruz, CA South Pasade1111, CA Stockton, CA (Deputy Ditector) Sumter County, FL Tehama County, CA Tiburon,CA Uplaod,CA Woodland, CA PURCHASING Central Contra Costa Sanitary District, CA (purchasing & M:irterials Manager) Tacoma, WA (PurcbasingManager) .RIsKMANAGEMENf Centtal Contra Costa Sanitary District, CA (Safety & Risk Management Administrator) Ce11tra] Marin Sanitation Agency, CA (Ditector of Safety and Training) Rivemide Transit Agenq, CA (Risk Manager) . J J TECHNOLOGY Claik County,h'V Durham,NC Fresno, CA Haywatd,CA HjJlsboto, OR Inland Empire Utilities Agency, CA Modesto, CA San Francisco, CA State Bat of California, CA TRANSPORTATION . Association of Monterey Bay Area Governments, CA Elk wove-Rancho Cordova-El Dorado County Connector Joint Powers Authority, CA Omnitnms, CA San Diego Association of Governments, CA San Joaquin C6uru::il of Governments, CA Santa Clarita, CA Washington County, OR West Contra Costa Transportation Advisory Com.tnittee, CA WASTE WATER/SANITA'I'lON / SOLID WASTE Central Contra Costa Sanitation District, CA Central Cantta Costa Solid Waste Authority, CA Central Marin Sanitation Agency, CA Dublin San Ramon Setvices District, CA East Bay Dischargers Authority, CA Monterey Regional Waste Management District, CA Monterey Regional Water Pollution Control Agency, CA . Oro Loma Sanitary District, CA Riclunond, CA Ross Valley Sanitary District, CA Salinas Valley Solid Waste Authority, CA Sanitary District No.5 of l'vfarin County,CA San Jose, CA Sewer Authority Mid-Coastside, CA South Bayside Waste Management Authority, CA Stockton, CA Union Sanitary District, CA West Contra Costa Integrated Waste ManagetnentAuthority, CA WATER Arizona Municipal WlIter Users Association, AZ . Aurora, CO Bakersfield, CA Calaveras County Water District, CA Joshua Basin Water District, CA Kennewick ItrlgatiOn District, CA Phoenix,AZ Reclamation District 1000, CA (District Engineer) sacramento Area Flood Control Agency,CA San Luis Obispo County, CA Santa Clara Valley Water District, CA South Placer Municipal Utility District, CA Stockton, CA Sweetwater Springs Water District, CA Valley of the Moon Water District, CA . Walnut Valley Water District, CA OTHER Bay Area Air Quality Management District, CA (Deputy Air Pollution Control Officer) Benton County, OR (Health Director) Bureau Veritas, CA (Vice President -Operations) Central Contra Costa Sanitary District (Director of Collection System Ope:tlltions and Director of PllLut Operations) Government Services Gtoup. Inc. (l\1unicipal Services Manager) BRton. Famkopf, and Hobson LLC (Manager/Vice President) Monterey Bay Unified Air Pollution Control District, CA (Air Pollution Control Officer) Port of Long Beach, CA (l\1anaging Director) Port of Los Angeles, CA (Executive Director of Port Technologies Development Center) Port of San Diego, CA (Senior Director oEReal Estate) . Robson Homes (Forward Planner snd Lsnd Acquisition Marulger) Sacramento, CA (preservation Director) Sacramento, CA (Urban Design Manager) San] ose, CA (Assistant Director of Environmental Services) San Manuel Band of Tribal Indians, CA (Tribal Maru!ger) State Bar of California, CA (Chief Infottnation Officer) Superior Court of Califomia, County of Ss.n Luis Obispo, CA (Assistant Court Executive Officer) Washoe County, NV (Senior Services Director) Washoe County, NV (Social Services Director) I J ; Samples of Recruitment Brochures } , CrIY6F MORGAN HILL, CALIFORNIA INVITES YOUR INTEREST IN THE POSITION OF CI1Y ATTORNEY ,,'. . ", . '. , . . . -: ',':: .. i' i . Pa,ks and opeN spaces abourd, maK"g MOrgan Hi! . . .' · zations, Th~ Morgan Hill Unified · .·$chool Dist1ctalSo adilstothe strength of the com~uriity by working hard to . maintain and enharice the qu;llityedu- cation our children deserve,.· .. Morgan Hill. elfers a professional,safe, .... relaxed, deru1and famity,or'entedimage, · .. It provides an. excellent quality of life · .. v.iith nmyseivK:esthatmeE!l:theper;Onal needsofvi~rs, busireS$€sand residel1ts. They are a communitJi thatrllres about ... its d~zensand stri\les to provide the best for. all. THE CITY ATTORN.EY'S ·OFFlCE The mission of the Cit¥ Attorney'i;()ffice .. ism provide vigorous, cost ce1fei:tive legal .. representationji:rtne City ofMQ..-gan Hill. . '. . '. . The Oty Attorney is appointed by and . · reports directly to the full City Council, The Cit¥ Attomey represents andacMse5 . · the Cio/C6uncil, ~ommissions: boards. · and officerS of·i:he C:ity in all matters of law relaied to City business and opera- tions, A legal assistant also s\affs the City Attol'ney's Office: .... · . TheC~ Attorri~ drafu; aU necessary IegaJ documents, ordinances, resolutions, . ... and~. The QyAttorrey proseruleS •. · and def\;lnds aIltriminal actions am civil claims and lawsuits to which the City is a party. The Cit¥ Attonney oversees cases and matters as~/i1ed to outside counsel ... to ensure quality legal representation · atthe most effeci:Me cost, ISSUES, . CHALLENGES . AND . OProRIUNIIlES Issues associated with growth in Morgan Hill and the surrounding area are of significance to the City of. Morgan Hill. The (€'siderrts of the Ol}' have approved 3 nreasure which limits growth I n the City. Atthe same tim~there 5 growinginterestin ensuringthat . the City's economic base is broad enough to support a sustainable community. The City Council is engaged in the redevelopment and revitalization of the downtown; The City has acquired a number or properties in the downtown and .. pl.ansto acquire others. Overtimethese Investments and subsequent development will lead the redevelopment of the area . . As with many Califomja cities, Morgan Hill's financial resources are limited. As a re5!cJIt, departments within the City ate expected to be creative in their approach to problem solyingand staffing. This arects all ofthe01¥'s departments, including the Ol}' Attomey'sOffice. . ," '.' . -, :' . .. . • City Manager and Department Heads' .' -'. . in the Crty's executiVe. team. HleCil}' , ' Council is l09kingforan individual~hd .• " ........ . isromfortableWqrklngiM high~ajl{~ · rative enyjronmentAperso~ wnq problem sblver and Qm.<!SsisftneCiij i .; Council and staifiniclel1fifYiilg soluii6n~ .. ,'. :,': · to issues/challengesis,being sougrn .•..•....• ;.i~/ . : ' , , , ' '., .,' .. ~.~ · The new City Attor~yshqulcf b~i ....j · persdn \Nho' is ~Jfconfidentanqinstijli':" .' confidence iri those vyitAwhOrtlliefihe ..•.. ';::: works. Theideaicandidatewill have' ,".' '. the albilityto Wqtkasa"sol~ P~~;!"J~'~' E~?:t·tf~~~ti! • The City AttomeyshOOl~ possess'S®r)t;;~c:t,; · ,', -,' . ,"', ;: """", y. :';";'{;" interperSorlillSkiils: The abii.ity X6,,~\[;~~l . reiaM to.a varlei'lrif~i¥'\''I;!t "indudingtheCityC~di:: ·•· •... i) Regional issues and intergovernmental relations are important The nfN'I Oly AIIomey staff~nd .. reSkjen(;is1~-i·.··<,.~;)i pornnt .. Carididates h •• ; • shoulifbe open·,.~r~_,.c,?l.),i nized,ar'!<:1 .possessa, senreof~ Then&; .' to the City Council, The City is a member of and partner with several other governments in organizations that address .. regional issues. Representing the I nterest> of the residents or Morgan Hill is important to the Cil}' Council .. The 01¥ is also concerned. about its water resources. It has challenged Santa Oara Valley Warer District on its groundwater extraction fee. . s/n,ld be a person who . ~ self oor.!ident and instil~ coniider.::e in those with whom heJi;he wor1<s. Oty Attorney should be . an exCellent comml.lnlciltor . as welL In addiliQn, the Ideal' . Perchlorate. discovered in the groundwater, remains a legal and financial issue. · candda!e willpo,sessa strorg WOI'k THE IDEAL CANDIDATE The ideal candidate will be an experienced municipal attorney who can effectively lead the office in Morgan Hill. Keys to the success or the new City Attorney will be the selected .candidate's ability to work effectively in a collaborative fashion with the City Council and staff The City Attorney is a key participant along w'th the etriie. . . . '-" '-' . . Candidates should possess asoud back-..... ground.in all as~ctsor tnUnidpall~. .. Experience in landuse, redevelopment, .' and enviro)1merrtai i~will distinguish . successful 2aildidates. It .is anticip.ated that.candidates will.haveserve.d .asa'· .' !' , ! · ,; ,-' " .'-'.' TO APPLY , , If you are interestediri this butstanding opportunfty, please apply, on line at www.bobmurrayassOc.com. filing Deadline: Open Until. Filled FirstRevk!w of Resumes , " August 4, 2008 , ,Resumes will be screened according to , ", theq0a]iflcatio~; outlined above, The mostqualifi~ c~ndidateswillbe invited ''to pers~nai inrervieWS with Bob Mui'ray ~~d Associates, Rnalist intervie~will be held with the City of Morgan HilL', Candidates will be advised ,000the status ' of the recruitment follOwing seredion , 01' the City Attorney. If youhave any , questions, please do not hesltatetoeall Mr. Murrayat: ' (916)7~4.9080, r ' . : ' i ' , , , ~" ~ .'. , ,,' ',' '", .. ' ",,", . 'SACRAMENTO AREA '.' ':'S·.C-c'L<-.~~ ..•..••. FLOOD CONTROL .' .. ' .. ' AGENCY (SAFCA) ." "', .. ',-, " " : ' , ' '-. ' . " ,-" . ': -. .-:. '. ' , ",', . ':." ',' ... ' INVITES YOUR' ..• ' .. INTEREST IN .. ' ..... THE POSITION OF .. , ',' '." ',' . . ~GENCY. ··COUNSEL.····· ...... '"'' /' , .. ,-, ' "::. - ,-"' : :.' ,':.' : .ii . ........ . '.' .... . . -";, .,' <.-: -, "',- .. .-" '., .-" -' -:' . . ... ,., ... ' ..... ,'.~.' ....•. ',".,,' .......•... , , ,,'" <F F\. BCB,MURRAY ", '. ...y .,,\. <1'\" '}.$t:~!l.li:Ic t::IATE:S .•..... :.: '" " . " _' e:Xl"'ERTa,u"qtKEI;IUTIV£iilEARCH : " . ... , .. ~.: ... :<',.< ,,-~ .. :"/, , ' "', . ." ' · Basin. including those lying within. Sutt~r County. andalltll~ properties in.S¢.cramentoCountylying with the drainage basin of the American River: •. The Consolidated Capital Assessmerit • District; .established in 2007.repladng two separate assesSme nt districts which were establi.shed earlier;> .providesfundingforcapitalimproVEi, ments to theleveesprotectfng·· .... · Natornas and North Sa:crarn~nto . .' .' " . ' ... capital improverrienl5.to fi:>lsom Dam., . · . ., the levees alo~gthe A\nerican RiVer, . and the levees and related flood . tontrolfacilities along Morrison .. Creek. ahd. its triblltariesin South.· Sacramento County, SAFCAis govemed by the Boardof Dir~ors. Appdintedby member wt,rKe,d: .• : .. . agencies, the thirteen-member . . B6ard hok;ls regular monthly meetings that are open to the public. SAFCA .. ha,s thi rteen permanent itaff members . and orie student assistant headedby . the Executive Director. ,In ,additio~ , 'to the Executive Director. the staff is ·composedof.twoDirectors of Engineering, a Director of Admin-' istration. an Agency Counsel,a Natural Resources Supervisor, and a .' Natural ,Resource· SpeCialist.· The .. ' .. Agencyi~ in the process ofcl'eating . ,·and filling a Director orplan~ing pos~ionas well. The support staff . , , consists of the Accountant, Accounting · Technici'!f1., Executive 5ecretaty, and · Staff Secretary THE COMMUNITY . The City of Sacramento (population 450,000); California's capital city, is . the cultural, educational; .. business, and governmen-. tal center of a six county . metropolitan regio~. S"cra,: mento serves as center st<>ge for govemmental pcilicyforthe entre State, · In addition, the City offers. a dynamic business. sector, an expanding public transportation system (including Light Rail), affordable housing, and growing cultural, educational, and medical faCilities that serve the needs. of 1.5 million people in the greater Sacramento area; . Peacefully located in a leafy valley of scenic rivers and canopies of trees, ..... Sacramento is a cosmopolitan convergence of tal I , gleaming bUildings, hearty · Victorians, splendid restaurants and shops, a vibrant arts scene, ahd a virtual cornucopia of state ofthe artmeeting facilities; ft.s one of the fastest growing regions in the United States, Sacramento enjoys profes-· sional ballet, opera, theater, outstanding museums,oneof "ttractions.The region is served bylaw·· .. · schoo/s, a California State University, · a University ofealifornia campus, and numerous community colleges: . . .. .. Sacramento is a progressive c1tywith. great pride ihits ethnk: and cultural · diversity,concern for environmental· . -.. . andiocial issues, and an emphasis . . on quality in the provision of gov~ . .. ernmentalserVices, The. Cit/srich· .. · historical heritage, cornmithnent to quality of life, and abundance of trees .. and parkland contributed to Ne~k .. . magazine. naming Sammerito one .. ofthe ten best cities intheUnited ,. States; .. THE IDEAL.··. CANDIDATE.·· the best small zoos in the country, the NMs Sacramento Kings, theWNBl>:s Sacramento Monarchs, and the AAA . . The ideal candidate will The Agency Counsel . positicinsupervisesall .... ; of SAFCNslegal be an eXcelle.nt. wnlmunicainr, .: warl<, coordihates.the .. dedicated in public servke, who . . . . . baseball team, Rivercats, Each year the Oy hosts the places a premium on buildingtnm . world's largest Dixieland Jazz jubilee and many other recreational, entertainment and cultural activities, . and maintaining cooperative relationships, . work of CO(1sulting attor:neys, ·assures traininggLIidance for staff . "ndhelpsadminister ciffi~e :. Located 90· miles northeast of San· Francisco, Sacramento· enjoys mild year-round temperatures, The City has been called · a snapshot of Wild West history ih a modem,world-ciasscity, With a plethora offirStcclass hotelrooms and attractions, Sacramento offers an affordable and exciting vacation and meeting destination, It$ amenities, combined w~h.the rich history of Califomia's Wild West, . help visitors once again diScOver gold inCalifomia's Cap~al City, The restored State capitol, miles ofrivers and river parkways, North America's largest railroad museum,and the Old Sacramento restoration are just a few of the City's many . :·policies and procedlies, The ideal·· .... candidate should· be familiar with ... .... MuniCipal,.: State,· Federal and cone stitutionarlaws affectihg local agency . govemance,with an emphasis on ~ood .. .... management .or water resources .. management. The ideal candidate wi.1I be an excelient cornmuhicator, de<;Jicated topublicselVl~e,who~placesa premium on • building trust and mal~tainir)g.£O()perative r-elationships. ' . ' '-'-,--'-~ ~ --. " ' ' ,'Graduation from an acere\litedschool oflaw, membership anci , ~urrentgood s1arlding w~h the Ouif6mi2\ State Bar Association, and at least six year~ of Droai;! and varied lawexpenence are essential forthisp~sition,', THEC,OMPENSATION,' TO APPLY If you are interested in this outstanding opportunity, please visit our website atwww,bobmurrayassQC,comtoapply online. Filing Deadline: November 17,2008 Following the closing date, resumes will be screened according to the qualifications outlined above, The most qualified candidates will be invited to personal interviews with Bob Murray and Associates, A select group of candidates will be asked to provide references once ~ is anticipated that they may be recommended as finalis1s, References will be contacted only following candidate approval. Finalist interviews will be held with the Sacramento Area Flood Control Agency, Candidates will be advised of the status of the recru~ent following selection of the Deputy Executive Director, If you have any questions, please do not hes~e to call Mr. Bob Murray at: (916) 784-9080 I I I I I I I I I I I I I I I I I I I I I I I I