HomeMy WebLinkAbout0408.000'-•
JuTy12.1 990
THE HONORABlE em' COUNC1L
Palo Mo, Carlfomia
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Agreement with Norman ~_& Assqga!es for Becrujtment Services and 8udget
Amendment OrdInance
Members 0( "" Council:
AJ. Council direcflOn. attached is !he agreement for professional Iecruitmenl secvicas
and Budge! AmencJmerl OrdInance 10< !he p.xpose 0( recruiting a City AucfrtOL Ten
fIousand dollars was budgeled for fY 1990-91 and l is expected 10 be expended for
executive search fees dumg !he fiscal yeaL AA aOditional appropriation 0( $18,500
is needed for executive search fees for City Audltor_
Therefore, stall recommends Iha! Council approve !he attached agreement with
Norman Roberts & Assadales, Inc_ and !he Budget Arnend'llent Orcfl/1al1Ce i1 !he
amounI 0( $18.500_
Respectfully submitted,
..Jur(!,·~
JAY C_ ROUNDS
Director 0( Pelsome! Services /---i
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CMR:408:9
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• ORDINANCE NO.
ORDINANCE OF THE COUNCIL OF THE CITY OF p~~ ALTO
AMENDING THE BUDGET FOR THE FISCAL YEAR 1990-91 TO PROVIDE
AN ADDITIONAL APPROPRIATION TO THE HUMAN RESOURCES DEPARTMENT FOR
EXECQTIVE SEARCH FOR CITY AUDITOR
WHEREAS~ pursuant to the p~ovisions of section 12 of Article
III of the Charter of the city of Palo Alto, the Council on June
18, 1990 did a~t a budget for fiscal year 1990-91; and
WHEREAS, the Council has directed staff to initiate the search
for a replacement for the City Auditor position; and
WHEREAS, an additional appropriation for recruiting services
is needed to execute the agreement for pro~essiOllal recruiting
services.
NOW, THEREFORE, the Council of the City of Palo Alto does
ORDAIN as follows:
SEC'!'ION...1. The sum of Eiqhteen Thousand Five Hundred Dollars
($18,50~) is hereby appropriated to the Human Resources Department
and the Reserve for Capital Projects is correspondingly reduced.
SECTION 2. This transactiOf"~ .. ill reduce the Reserve for
capit~l. Projects .from $3,135 ,5-6) to $3 ... 717,0·63 as of June 1, 1990.
SECTION 3. The COQncil of the City of Palo Alto bereby finds
that the enactment of this ordinance is not a p~oject under the
California Environmental Quality Act and, ther.afore, no environmen
tal impact assessment is necessary.
SEC'iION 4.
MunicIpal Code,
adoption.
As provided in Section 2.04.31S of the Palo Alto
this ordinance shall become effective upo~
I!1TROOOcED AND PASSED:
AYES:
NOES:
ABSTENTIONS:
ABSENT:
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ATTEST: APPROVED:
city Clerk Mayer
APPROVED AS TO FORI!:
Asst. city Attorney
APPROVED:
Cl.ty Xanager
Director of Finance
01rector of Human Resources
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AGREEMENT
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BY n",gs AGRE EMENl ~.-.oo e-1\nE~t::D INTO ON THE ______ ~__ 01<. Y OF __ _
By AND BEI"WEEI\I THE CHY OF PAlO At TO ,Hf.AEJtl/AHc.i:; RE~AR",D TO A.S CIT¥,. AND
--(o,., n: TO BE EI\jTE'<1IEO ______________ 18 _~ 81' CITY F'I,;~CHA:ING
(NAMf.)(1) __ Nnnna" Roberts I Associates. ___ nln.c ... __ ~ ___________ ... ____________ lZ13) __
\"~SS) _________ Uiz...'t __ .J{ilillu..J.l.yd.._~---Su.i..te.-B.5~bt'<'l ---.la.s. ____ Ange le..s.. meA ... ,ZIf'i CiOO 2"5 \I'~EJ ....a.2'D-4600
IHE:Flf.fNAfTC~ !'Ef'ERREO 10 AS CONTRACTOR) IN C:~SIDE'lAT"'" OF Tfi'".1~ ~L.,IUA!.. C(lV£N.II,N~5. THE PARTIES H£RETO AGREE AS "01; LOWS
• CONTRACTOR SHAll Pf"CWIO£ OR "URTIII$H THE ~OllOW'WjillG SPEoCIf"I(D S£RViCES A.tiD~ IrAA.TE~.qS SP£CIFIEO IN E1JoIIBIT ______ _
A nAC~E[J liEFI£TC AND INCORf'Ol:lMlD HEREIN BI' Tf.lJS 'REFERENCE
PrDfessional recr~,fitment s.er'l'fces for City Auditor illll accordance with
co~tractor"s tetter dated June lSJ 1990 J labeled E~hibit -A·. attached
hereto and incorporated herein by reference.
• EXHJBfrS tl-F FOll.OWING ATTACHED EX"'!'SITS !-IERES'f ARE III ... Dt PART or nns 11I3RE"EIAENT
• TERMS T,ff SERVICES ANOIOO ~,I,.re.FUALS FU~ISiiED lNDER .... IS _GP.EEMfNT SHAll. COMM£~E 0lIl ____ p __ iC!I __ t~ ___ J)f [XEC\lt j on hereof
.t.ND SHAU. 8£ COUPt.£Tt;O I&QOOIQX .....I.I.p.Ofi-.. suc.c..es..sf.u1 ... 11i.r.itI.g.-..o.f-... -emp T oyee. or upon ea rl fer-terminat ion of
• COMPENSA TK>N fOR THE FULL PEP.FOfWANCl:: OF ThiS Aa.o:o.£EMEron
agreement.
IX] CJTYS>tAUPA'f~TRACrOR. In accordance witJl £x~ibft -A-.
Total not to Exceed $18.500.
$15.000 plus expenses.
• PA YUENT RECORD iOE.PAAJ1r,IEiIlT USE A.EV£RSE SODEJ
• CITY ACCOUNT NUMBER:
~~4:~~1~1~===09J==£L-=== ~;'~:::I~ '~UNT
• GENERAL TERMS AND CONDfTtONS ARE INCLUDED ON 80TH SIDES Of THIS DOCUMENT.
nilS "CRCE"MEJiT 5,,"t1 BECOME EFA:CTIIIE UPON tTS ,")P~VAL AND OWJTIOfti BY CH'I. IN, ""lmESS THEREOF, THE f'A.RlIES ~V'E OEClJTED THIS
.t.GREEMEWTTHE DAV, MONrH, AND ~ FIRST WRmEJI ABOVE
140001WU1lESI, CrniTRAC10R agr-ees It> iooemniTy. ~~rer>tf arl<l hold hmllless CHY. Jt!i 'Jl'iicers. it\l~n!s, 2I1d em~o~ees "'(1.,"" any and an demallds, dlims or r..m'IH~ (If
illY 1\it~1I!., inc1"rfl~ "'rQ~w deaTh. aused b\i or ifiSin'j tll.ll: of OONTRACTQR s., its (lffic.er!..'. a~nls.· or emplo~!'.E!S.· lleg~~er1t acts, t!Tllrs., Of omiss~Ql1s, Ol' IWllr/ul
m(scI)nd~, II" ~L)IldUCt lor well!l'le rallt i~ ~rict naMIJ' on CONTBAGTOR in the per%rma'lC!' or lalTLIFY b;l perf(lT111 ttli~ iiIIreemom !f,' C~TRACfOR.
EJfTW AlikEEllfJfi. Thi!. iijreerTH!1'll jIDd ttl' WtITI!j mrf cgocljlioo5 Qfl Ihf tlM!"!i!: htlC[JI ~'eS€nl tile erJ1j<e. iIllreem~n1 bt;tllrl~en !he par1ie~ wjtt1 r!~~ 10 !he plirjl~:>1!
.and saTe'" 1he ~ipmem. fI"lbt~r~!rs or 5liPil~!'S Qr payment lor iOer.'ius tAlttf1 rnoi)' ~ ~ iW,b,tect af thiS <:011100, .-Jr prior IlJreermm!s, 1tt1'Il:senWicliS. !iUternents,
n~ormi0!T5 and underW:ings .... hetl1~r oril OJ '4II'l"lllen a'e supe~ nereby
• PROJECT MANAGER AND flEPAkSENH,nvE F~ em
""" _-,J"''''L1R"QLlU!ln",d"s~
[)fPl -.fe rsonn.~l
P.O. SOl( tQ25(l
PALO ALTO. CA 94303
T""""",. . }?9-2124
SOCIAL. secURITY 569-'50-5875
ORlflS N\.MBl:FI __ _
• INVOICiNG SC~[J AllI"oNDlCES lO THE en'\". ATTH PAQJtCf "'.NAGE~
• CfTY OF PALO ALTO APPROVALS: ~ROl'n:.FOR SlGWo,TUAf'S -.cCOfIDING"FO ~lJMBEFlS I'N APP~\lAi SOXE5BELOW)
~:"PA""", O'"~!7..-t:.~.=_R==,__ li~l:~"""'" '~""'RAi',:,
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• FOVEFl~.ooa.~CrTYWAW.QEP:SSlGHATU~ .. FOY&iI$2!Ii.OOO; A.E$WA¥OA: rTY_TtORHEY-SIGNAT\JAES' .
,CIJlQf'~CI""::iG .. ·d;.:=..l·.' ... .,·..::;...· ,',. :'.-:-' .:~ AT1l;S1~ r~ 'IIi ~'~<ASroFtlft.llt.
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CONTRACTOR ...... '" .... ~
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>.'~ t-Norml2.'t Robats [~ ..... ss""--r/Jft·s~ 1m".
June 15. 1990
VIA fEDERAL EXPRESS
CONflPENTtAl
Mayor and Members oIllle Cily Co"nc"
City 01 P"dJo Aha
c/o Mr. Jay Rounds
Oireclor of Personnet
250 Hamnton Avenue
Pato Alk>. CA 94303
Dear Mayor anci Members or Ihe eft)' Coul'lcif:
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COpy
TO SIGN & RETURN
In response 10 the request by Jay Rounds; Norman Roberts & Associates, Inc. is pleased fa
sulxnil Ibis proposal 10 conduct an asslgnmenllO asstst Ihe City of Palo Afto in its efforts to
recruit and' screen cancfldafes lor Ihe position of Cfty AU<fflOr.
fiRM QUALifICATIONS
Norman Aoberts II AsSOCiates, Inc. was estabrlShed in May 1988 with a commitment to
providing our clients with 1118 highest caliber of seNice in 111e indus&'y~ We utiliz.e sfare-of
fhe-art Iecl1rrolog~ in conducting a search and have a team of de(flCated profeSsiOnals,
researchers and adminIstrative staff to serve you. In 1S89. our Ijrm was named by ExecutiVe
Recruiter News as one of 111e Fifty leading EJCecuOve Search FirmS in fie Uni1ed States-the
only firm inctuded .. il11 an e mp1'tas1s on ptJbrlC SectOf recruitmenl. This ranking was ba sed on a
number of raclOrs including sIze. s!abilily. professIOnal impact. quaUty and repu1arK>n. We are
also currennylisled by [he los A/lgeTes Business Journal as one of [he [argest retained
executive searcll firms in los Angeles Counly.
1 believe we are excep(lOnalTy weD quarmed 10 conduct 1f1is assignmenl Our firm has recenny
recru~ed Ill. Oirec!OroI Finance 10< 111. City of CamanlJo. Ill. City Contron ... lor Ille Cijy of
WhitHer. and the Chief Flnanciaf Officer b' Nativldad Med"lCal Cenler in Monlereoy County. as
lIfeli as having conducted a searc~ fO( an Inlemar Auc:fi1Of' and a Treasurer for a Fortu n e 500
cnent 'Wl1ne wilh my Jooner employer. I conducted numerous recruitrnenls br finance
execurrves (e.g., 1he Aud"dOf'-Generar fof the Stale of CallJomia). As yOIJ may recan, I aTso
managed the assignmenl 10 recrurt the Cfly Audlk>r tof' ahe City of Paro AJ10 in 198.3.
I wiD be persona~y responsilfe fof Ihis assjgnmenl and wiJ be assl"Sled by Ray Taylor. ill VICe
President of our firm. Enclosed are copies of our b+ographies to famil1arize you wlt1l Olif
backgrounds (E)(tliblls 1 and~. To accompfish this assignment. we wiD use fhe fun resources
of cur rum. A list of references can be found in El(hibil 3.
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o (:)01 Palo Aho, co.
June 15~ 1990
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Thts 5etter outlines OU( general uncferslandino 01 }lour requifemenl5 and ahe steps we wil take
10 T!eTp accompGs" Ihls task.. .)/00 desire some modiflCaflOn of our wor!c. program, we would be
pleased 10 dlSCU$S this with you.
BACKG!!O!!ND
• is OUf uooars1anlftng Ihat:
• You .ra inlerested in idenUfying out.landll19 can<fldales and filfil19 !he poslrlOn 01 City
Auditor as soon as 15 ptac6ca1.
• YCXI tiisl1lo recruit i'1 a 1horougll and deliberate manner that wil insure that 111e bes.t
quarmed indMdlJ8l is selected.
• The sYarUng salary tor fie position is open. wi(hin an eSlablished range, depending on
the q"antaflOns and background 0I111e person sefecled.
APVANTAG€S IN UTilIZING OilR SERVICES
ReTafrve 10 raUl' present search reqUirements, we believe Ole principal a""antages in using our
firm and wl1tJ m BY ditferenfia!s us from others are:
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Our specTannUon In pubHc ,eclor executive I.arc,,";
Our eZ!8nsfve experTence In Joeaflng "nlnc. executives;
Our famlna.lly with I/Ie CHy 01 Palo Alto from "ovlng cond"cled 01/10'
searches for Jour City and flom both consu"an', lIsvfnll prevlousTy Dyed
In the Bey Ar •• ;
Our deUYI recruftmen' of candldaf •• wbe may not be seeking new
employment _nd would not normany relpond to loutTne adverUsfng;
Our reputation among enenll and' cand'ld'ar •• Joe eommunrcatl~ e.g .•
acknowledge".n. of resumes, regul,r ,.porta 10 l11e cnen4 Face·to--'ace
lnleMew. wltb eancf1craI8l; and
• The ihOf"oughnels of OUt' documented leference and educatJon cfledcs.
OBJECTIVE AND APPROACH
Our obj9<:1ive is always !o Ind !he best q"arrfied candidates. We berreve lIlat, elthough noflCeS iii
professional journals mar be f'leJpM. many or 1he best cand"w:fa!es must be sougtll ouf snd Iheir
inleres! encouraged. Our familianly with 1I1e elly 01 Palo Aha, )(nawfedge oIl11e field and our
re1alionshlps ,,~h proressional organizaflOns make us wei ,<uarllle<! 10 assisl you.
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June 1 S, 1990
Page3017
0Jr d~nls have round (har we ale a:bfe 10:
• o.velop lIle appropriate sp9CiflCarlOO' lOr a position.
• Er'ICOurage 8le interest of Iop--fevel people who would orherwise be reTuclal1l to respond
10 a(l advertisement
• Prese1Va!he confidentiality <if inquiries.
• Save a oonslderable amoun! 01 fime lOr clien! stan In c:leveklping and responding to
candidates.
• 1ndependanlly and objecfiv./y as .... the quarrficaflOO. and .u~abm\)' 01 candidates Ii:>r
the parffCtlfar poSJoon for 'WhiCh we are recruiting.
If our proposal is accepted. we ",,'J do lIle following:
• Qrapnfutfqn ,04 PPllflgO An'ly,73
We wiD inleNie .. ltIe Mayor. Members of me City Council and other appropriate
indivJd'uais. 10 delerrnJne vieWS of Ihe position and concerns regarding desTrabCe traJning,
experfe:nce. and personal CI'atacTerisrtCS of cand'dates. We will also gafherfrsview
relevant informarlOl1 about .ce OffICe oI1he City Audit",. s'JCh as budgelS, OOjanlzafion
cflarts~ ele. Once our findings" <lVe been summarized, we IlIfI submit a Recruitment
PFoffle wilfl !he desired quafiflCaflOfls and characterisflCs b" your appro'olal.
• Beccullm.of
Once you have approved 1he Recruitment !'rome .... WIll acfive/y seek out indMcfuals
will) superiof' quartfications and invila and' encourags theil interest'. Announcements can
be placed in proresskmal joumals. However, we wiD rely heavily on OW' own
experience, (:Onlacls and file dala. The Recruilmenl PJofife which will be senl 10
potential caooKiates wiD includ'e infonnarlOn about the City, Ihe job, and rhe crileria
.5!ab!lshe<l b1 tOIl,
As a maner or COIpOr'Ble poiICy'. we wiI nOf discriminate against any ~lC3nl for
employment on Il8 basis of race, reDgiOn. cotor, sex Of naflOOsl origin.
• prcUm1n.cv Scr"n1nq
We wi] review. acknowfedge and evafuate all re~mes received. Pre~minary screening
llIIl be based upon a resume rating inslnJmem developed trom criteria conlained in U1 e
Recruitment ?rorDe. inJoonaflOO contained in d"IE resumes submitted 10 us, and our
knowledge 01 til. people and organizafic<1. Tn .,hrch they WOfIL
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Prqqrn. 8ftMC1laq
Dx Palo .. .no, CA
June ~ S, 1990
Page 4 on
Upon completion of our preriminary screet1inO. we .. iI assemble and submit 10 the
Mayo< and Council. progress reporl oIl11e leading candidates. The,," rpose 0111115 report
is two-Jokf. lit anows ~ou an opporIunily 10 rB\liew Ihe candidale5 prior 10 fie conclusion
oIlhe search and alklws us 10 receive feedback on fie cafib.at of the candidaTes recruited.
By ooing SO, we avoid an embarrassing silualion 01 oonducllng a lenglhy soarell only 10
Ind ..... "missed lIle larget" Likewise,)IO<J are no! surprised by \he candldale. as you
.11 flave seen their quafiflC'!rtOns pfiof 10 ltIe final interviews. Of course, -.e are
flexible and may 0011_ <>lh<>' individual. as flnal candi<fales .. 110 are subsequendy
identified and were no( included in 1he progress report..
• C,adld,rc earqaclqD
We .,iI personally inlerview \hose cand"dale. wl\osa quarlficaroon. moST cIosaTy maTch
Iha criteria eslabfiShed by you. We will exam1ne thair quar.rlCaflOOs and adlievemellts
in view of the seTecfioo cr~rta. ~tional1y. we wil verify d'egfses and any
certification s.
As part or our process in evaluallng candidates, we make telephone reference cliecks. rn
conclucl1ng \he .. references. it is "'" pracllce 10 spea/c <l<rectfy ",ilh ind"lViduals ... 110
are, or have been. in a posJtlon Jo evaluate Ihe c:ancidale·s perfonnance on 1he job. These
Fterences and our evafuatloo s prO'llide yoo wi(h a franK,. obJective appraisal of lIle
~ncfcfales. We suggest. however. Ihar such detailed and extensive imlesflgalion is
necessaJy only 10< II10se individuals seriotJsly ccnsldered by you.
• Em' BGpP'fjnp
We wit prepare a detailed report and evaJuaflOn b' Ihose candidates m~ nearfy
meefing your specifi(;a6ons. Cand"idales wiA not be ranked, lor we berteve .. wil Ihen be
a matter of chemistry betw'een you and the cancfldafes. o...r rep::>rl wil be presenled in a
meeUno Tn which we wil GSCUSS our recommendaflons and provide 'background
inJormaflOfl. At Ihis presentation • .we wit assist !he Uayor and Council concemfng
Wlterviewillg forma!, questions, techniques. elc.
• $pfelll Aulshrncl
Our errorts do not conclude with presentaflOO of Ihe Cinar report. We are commined 10
roo ootB iI Sl.ICCessftA pracemenl is macfe. Services 1hat are F01JtineT), provided include:
arrangIng \he sclledule 01 inTervle ... and Ole associaled IogisflCS for final candldales;
adV~ing on -slarfirJg salary, fringe benefits J relocarlOn !rends and emplo)'menl packages;
eounsenng Ple -spoose oooceming ca:eer opportunities in 1he nEiw k>calion.; acting as a
Raison bet-veen cIienI and candidare Wl clscussJng o"ers and counler oFfers; conductinO a
final FOuncf of reference checking .iltJ currenl empoyers (if not previously done for
re.soos 01 con!idenliaflly); and nolifyiflg unsuccesslll carddale., .. ho wor. no(
recommended lor inleMelM. of our decision. Once. defermination 'has been made on
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C.,c Palo Mo, CA
"'me IS, 1990
Page5011
which candidale 10 h'ire, .. e wil oondud credit and' criminal checks through an outside
service.
OUR ct.!ENTS ROlE
The dienl has a very im,pcH1ant feTe in ;he recruitment process. We are not a sLtbstitule fof
your oroanizaflOn. While we may identify and raoom mend quafrfled cancfidates, iI is the d';ent
... 110 musl ma1<. Ihe clecision abouI1oI1ic11 candic!at. 10 hir •.
In order 10 insLife flat rhe best cand"dates are avalTabre "om wtlich to choose, our clients should
be .. ;rrmg 10 cIo III. Iollow!ng:
• eJearfy inbrm \.IS about maners reTevanl 10 Ihe search Ihat you wlSI1 10 keep conndenfial
[e.g., salary, personnal Issues, and olllor privneged inf<>mlar,,"},
• FCHWard 10 us cop1es or fie resumes jIOU receive~ 10 aYOld duprlCaoon of effort;
• Provid. _ 10 Norman FIoberIS & Assaciale. regarding 1110 .,formaflO" and
recom me ndaflOns proYlded b'y us;
• Prompl1y decide upon and fellow up to scr,ecruring inlerviews with Ole most promising
candOa1es;
• Assist in providing infor.nation 10 candidates [hat wi) enabre Iflem '10 make 1fleir career
dec1Sions.
8y doing fie above. we wil madmtze the IikefIllood of mutual success.
Flna1\y, pTe sse be r.minded Ihal "e Un~ed Slales ImmigfaflO!1 Reform and Control I>d 01 1986
requires !hal a. employ.,. verily an employ ••••• llgibtlity 10 111011< i1 lIIe Unft"" Slale.. Sin<:e
Norman Rcb8rts & AssocrafBs cannot serve as your agenr in Iflis maf1er. fOOl' hiring process
should include Dlis venTlCaflOn procedure.
TIME fRAME
We propose 1ha Iollow!ng schedule lor 1ha pemrrr.a11al 01 this agr.em.nt
1st weeJc
2nd "eel< 10 45!h day
45th 10 60th day
60th 10 15lh day
Develop and obtain approval lor the Rec:runmenl p,om •.
Sofd. receive and ackrlOWTedge resumes.
EvaJuate resumes, review leading' candktates with Ihe Mayor and
Counci and inleNlew Ihe besl quafified <ancfld.le •.
S<lbmil ropO<1 0<1 lop <ana""'le. with r •• ume., exhiM. (if a"l~
and coofidentiaJ 8valuaflOOs and ilitiala Ills final' inteNiew
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Jun. 15, 1990
Paga6017
process with the Mayor, Mamber, 01 the Cily Council. anel ol!1er
appt'op!'ial& individuals.
PROFESSIONAL fEB "NP EXP£N$E$
Wa P'opose a fixed Ie. 01 $15,000 "" the worI< oumned abov •. In addition. wa are reimoorsecl
fof' dIrecl out-()f~pocket 8)1j)8nses such as tor travel. interviewing and soufcillC. as we" as
allocated costs sucl1 as lelepllone, repor1 preparalion. suppo<t """ices, postage, pholocopying
and other reTated nems. These expenses will no( e*ceed' $3,500 without writlen authorizanon
trom you. P\ease note-Ehal Ihis amounl b expenses c:foes not rdude reimoorsemenl or
candidat .. wIlo lrilvetlo be in!l!rviewed b,-you. W ... i' subrnll!1reo _qua' monlhly invoices
Jar fees, plus an: amounl Jew" expenses, due and payabfe upon recep. Our first bllJing is due
upon your accaplance 01 our proposal.
Our fees and ewpenses are not ex>nfinganl upon our success in plaQng a cancfldafe .... ith your
Ofganiza6on. Add"JtianaJJy. in 1he event (hat m()fB flan one execuliva is "ired in conrtecr~n
with wolic; perfon'Tlecj b~ us, a rul professional fee wit be due for each executive lUred.
Eilher parl)' may discontinue fIlis assignment: by wn1terl noliflCBflOn ar any lime. In Ihe
unlikefy event Ihallhfs oocurs, yoo 'Wi! be billed tor aD expenses incurred 10 1he dale or the
cancenaflOfl and tor proressiooaT fees, basecJ upon the lime elapsed from !tle commencement or
the assignment 10 1M date of cance nation, as fut1her described beloW'.
If a cance"aflOn occurs within the first thirty days of [he assignment lhe first ~sta11meot of
professional fees wi'" be due in run. If a cancenarlOo occurs berween lhU1y afld sixty days from
the slart 01 the ... ignmen~ 1I1a 6rs! instanment Wl1 be clua and a prorated por1ion oIlhe
se<X>nd inslanmen( will be clue, based upon the number 01_ days which have elapsed in
the second lI1irty-<lay period oIlhe assignmenl I. cancenation occurs betwelHl sixty end
seventy-five days from Ihe start of Ihe assigom&l1l. fle fkst and second Instanmenls wi) be
due and a prcH'81ed pof'1ioo of (f'le flird instaRmenl Wl1 be due, based upon Ihe number of
calendar clays which hava elapsed in lI1e 1I1ircl period 01 the assignment. I a cance"arlOn occurs
after s8vsnly-five clays. all professiooar fees will' be due in ruL
G£ti ERA b PB!>v!SIONS
Our ability 10 carry oUI Ihe wor1c; required is heavily dependent on our past experience in
prO\llding Similat services 10 oOlers. and we e:q>eet 10 continue such wolfe; in :;he flJfurs. We
wi" however. preseN9 [hs conJidelltia!' natura or any Inform arIOn received [rom ~oo Of'
devetoped dOfino the worI< io aa:orda""" .nth our eSlabllshed proresslonal standards.
We assure fOu 1flil! we Wll devore our best efforts 'tJ carrying ou! 'I1s work required_ The
resuhs obtained, OUt recommeodarlOn5 and anr written material we provide will be our best
~dgm enl based on the lnronnalion available 10 us. and DIM' lability. r .any. stlaR not be grealer
1han fie amount paid to rJS for Itle 5eNices rendered
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This Jell", sl>aI oonstiMe ... lO,eomol1l 00_ "$ .. ><I I may not I>e mo<flfi"" e.~ TIl
.... ftin\l br t>ofh par1ies. Also • .,... egr.,."",.1 ... b<i interp<e''''' ..,.",(jing 10 lila laW& <>f 61&
Slal& <>f Callfomia.
I !Qok bwarcl wi1I1 gre .. lnfere!;l 10 egaln ~ IOiIh II". Clty Q( Palo Alto. • lilts p<oposal
", .. IS wft1I yotjr 1iPI"O";I!. pltas. ,;gn tile .ncIosed ""P'f and rutu", I 10 \J<I as au1honulion '"
p!fIC<IIId.
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ACCE!>tfD FQB WE qry Of PALO ALIO CA;
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EXHIBIT 1
NORMAN C, ROBERTS
Norman Roberts pioneered fie field of ptJbrc sec1cf recruitment over twenty years ago. ?l'ior
10 Bslabrastl1no Norman Robert.s .. Associafes, rnc. in 1988, Mr. Roberts was I SenlDr VJce
Presidenl of Korn/Ferl) Inlemafiona/ (KF~. He joined KFI In 1976 aoo .. as founder and
manager of "'0 firm·s nanonat pubrlC sector. not+for...profit. education. and t1eaJthcare
execufille ..,arc!1 pracflCeS. Mr. Roberts was previously employed lot' five years by Arthur O.
l.itIle~ tnc. (ADL,. Vrfflere fl. conducted g6n&ral assignmenfs '10 r9CfU;{ e)(ecutives for bear
governmenls and assoclations. Among Ole many placements made by Mr. Roberts .... as D'le
Presiden! oIl11e los Angeles Olympic Organizing Committee, Mr. Polor Ueberroth.
Before joining AD!.., Mr. Roberts was I soniai' COflSUnanl wilh Peal, Marwick. MilcMD & Co,
during which (me he managed severaT major eonsutting engagemenls 10 provide man.agement
assisfance Jo pubnc agencies. for lhiee years bJiofe 8'1i5, he was a senior member of the
ExecuOVe OireclOr"s slaff or a federalfy funded plogram 'With • $60 milnon annual budget
Previously, ~e was Assl51an1 City Adminisllalor 011110 City of loo10a. From 1962 to 1965, ~e
.. as I slaW assIslalll to !he City of LDs AngeTGs' Boarel of PuNIC WorI<s.
Mr. Roberto receivod a 8iOC11elor 01 Arts <fe9ioo in PoIilical Science from ,~o Unlversny 01
Cafifomia at los Angeles. ar>d a ", .. Iofo dogree ~ PubliC AdministraflOO from Ihe Univetsil)l 01
Southern California.
Mr. Roberts is • PaS! Presldenl of bo!h lI1e to. Angoles ar>d San Francisco c!1aplers oIlhe
American Society 1of' Public Administration (AS?AJ Ind. in 1938. he received the Will
Baughman Award lot' dislinguis~ service to ASPA. He is • Board Member and Past Presidenl of
111e Canr()(nfa Executive Recruiters AssociaflOfl (C€RA); and a member of the Wester!!!
Govemmental Research Assooiafion (WGRAi, /he Inlomafional City "'anagemenr Associ.roo
~, 000 flo !nlemar"",ar Personnel Menagement Associar.., (lPMAj. He also serves on !he
Board 01 Children', Insfilu18 Inl.mafional aoo is a PaS! Pros1denl !.Ir. Roberts has aulhored
n(Jm&rcu'S ar!lCles and spolcen before naflOflai orgarlizalions on the subjecl of e)(ecuCive
recruitment in Ille pubr.cfno(·fo4'-p4'of!l: seclOf4
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eXHIBIT 2
HAYMONP B. TAnOB
Ra~ Taylor ~a. OYer Iouneen years of local go.-emmenl expenence "",ing both conlract and
full "rvice cmos. Prior Ie joining Norman Roberts II Associar9S, Inc. as a VICe Preskfenl. Mr.
Taylor spent five years as City "'snag ... lor !he City of Rolling Hills E.lates. Iocaled in the South
Bay area of los Ange:.s County. Ouring his tenure w~h lIIe C<ty. he administered an contract
se",Tees ... rvsd as City CfeJfc. and oversaw aa financial operations. In 1988 and 1989. the
C~y won the Cartirlcale 01 Awarel lor Outstanding ' .. BnelBI Reporting !rom the Canfom'a
Society of Municipal ' ... nee Officers. Mr. Ta~lor wa. p<sviousty employed as City MBnager lor
the C~ of Ojal and. pOor 10 tIla~ he served !O<Jr years as Assistanl C<1l' Manager with Rolling
Hills ES1ates, administering 1he City's personnel syslem arw:J serving as City Treasurer.
from 1977 10 1981, Mr. TayTor worked lor the City or S<ml Yaney in a ",iEry 01
ad'mjnistrarlV8 capacities in ahe truman Resources. Planning ancl PubrlC Wor'ks Departments.
Bafore joining Simi y.ney. lie se",ed In Yo"'nt ... ,. In ~Tee 10 America (VlSTA). tile clemesflC
counleq>art 10 the Peace Cotps. Mr. Taylor spent a ye ... in Ken!Udcy provlding staff •• si<lance
10 a neighborflood settlement house serving di..,raced Appaladlians, and assi<led !he Northern
Kenlldr Area Ptanning Commlssion in dev8'loping a ftoosing rel'1abffilarK)n procyam using
Communily Oevelopmenr 81od< Granllurds.
"'r. Taylor recel\led a 8acllelor or Arts and a Masl ... , degr ... in PoRtlcaI Scienee Iw1!h Honors}
!rom CaITlornia Stale Unl\lersi1y, Chico. Hls gfadualo worII IrICkKled advanced 00tJrse5 in slate
and local govemmelll adminTstrarlOn. pubnc finance and 8 maste .... s It1ss1si elCamTnlng 1egislaflve
acfIIocacy issues for CaliJomia pabrlC interest OfOups.
Ourillo tlis governmental assignments, Mr~ TayTor was acfrve in Iho Cartfornia Conlract Cfties
Associatlon. League of Ca11fomia Cities, South Bay City "'anagers Association. and the Municipal
Management Assistanrs 0( Soulhern California. He currently 'holds memberships in 1J"Io
American Socie!)' lor Pubf'1C Administration (ASPA) and the lnlemaflOflal City Managemenl
Associarion (leMA). He 'has been acrrvely invofll'ed in community aiTairs, ?laving served on a
number of local boards and commissions.
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EXHIBIT 3
I
I REFERENCES
CONTACT: Name: Tom Hayes
Tltl.: Stale TreaslJrer. Stale of Ca1irornia
tFOfmEH' Auditor-General. State of
California)
PhDne ,: (1I16) 44S-65l12
CliENT: Camarillo, CA, City of
CONTACT: Name: J. Wiil1am Uttle
Tillo: City Manager
Phone ,: (80S) :J88-S310
ClIENT: Whinier, CA, City of
CONTACT: Name: TomM ...
Title: City Manage<
Pbone ,: (213) 94S-8200
ClIENT: Narrvidad 1.1_ Cenl.r
CONTACT: Name: Jose Fernandez
TW.: Chier Execufive Olfcer
Pbcna ,: [408} 7SS-4111