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EXECUTIVE RECRUITMENT SERVICES I I I I I I I I I I I I I I I I I I I I # ~ E X E CUT I" 1!~, E .' R E.C R U I MEN li~ S E R V I G~ J S Executive Recruitment Services City Manager City of Clearwater ~ 0.0, M. Griffi,h &A=a.~. U, I I I I I I I I I I I I I I I I I I ~ I ~ E X E CUT I" V.,., E : R E fjC R U 1 MEN T S E R V 1 G, E S December 23,1996 Mayor Rita J. Garvey and City Commission Members c/o Mr. George McKibben, Purchasing Manager City Clearwater 100 S. Myrtle Avenue Clearwater, FL 34616-5520 Dear Mayor Garvey and Commission Members: Thank you for inviting David M. Griffith & Associates, Ltd. (DMG) to submit a proposal to conduct the recruitment for your new City Manager. The enclosed proposal contains information about the search process, the project budget, and the qualifications of the fIrm and our executive recruitment staff. Also enclosed is a listing of past recruitment clients and a sample recruitment brochure. DMG, established in 1976, with offices in 35 cities across the country, is uniquely qualified to assist you on this assignment. Our recruiters are the recognized leaders in the field of executive search. Specializing in local government recruitment, we bring the experience gained from handling hundreds of searches on behalf of cities, counties, and special districts. With respect to this important assignment you should know: ~ The recruiters at DMG have successfully completed over 90 City Manager re- cruitments. We are currently assisting the cities of Aurora, Colorado (pop. 250,000); Sunnyvale, California (pop. 105,000); Alameda, California (pop. 90,000); and Boynton Beach, Florida (pop. 50,000). We recently completed City Manager searches for Eugene, Oregon (pop. 125,000); Avon, Colorado (pop. 3,000); Fairfield, California (pop. 88,000); and Branson, Missouri (pop. 6,500). ~ The recruiters at DMG are familiar with Florida and Pinellas County. We as- sisted the City of Safety Harbor earlier this year with their search for a City Manager and are currently assisting the Southwest Florida Water Management District in their search for an Executive Director. We understand the Sun- shine Laws and the issues facing local governments in Florida. Many search flffilS will suggest that they are the leader in the fIeld. At DMG, we believe the proof is our record of success with past clients. Over fifty percent of the search work completed by our staff is repeat business. Past clients tell our ~ D~" M. G,""" . """,_, Lw I I I E X E C U' T I" VfM E ,t R E ~C R U I MEN"Ii' S" E R Vie, J S I I Mayor Garvey and Commission Members December 23, 1996 Page 2 I story best. We have included names and phone numbers of individuals who can verify the quality of our work. I I I Again, thank you for inviting us to submit a proposal to assist in the recruitment of the City Manager. Should you have any questions or require additional information, please feel free to call me in our Tallahassee office at (904) 386- 1101. I ~4~ I David K. Donaldson Regional Director Executive Recruitment Services I I I I I I I I ~ 0.,;, M. G,;ffi,h . "'00_. l<' I I I I I I I I I I I I I I I I I I I I E X E CUT r" lI_E .tR E die R U I MEN T, S E R V I "0, E S" TABLE OF CONTENTS Approach and Objectives . . . . . Approach to the Recruitment Objectives 1 The Recruitment Process . . . . . . . . . . . . . . . . .. 2 Key Steps OptionalSernces . . . . . . . . . . . Assessment Centers Psychological Assessment Salary Surveys andjob Classification Spousal Placement . . . . . . . . .. ~ Professional Fees, Expenses, and Timing . Summary and Guarantee ""' . . . . . . . . . . . , Executive Recruitment Staff . . . . . . . . . . . . . .. 9 Client References. . . . . . . . . . . . . . . . . . . .. 13 Dand M. Griffith & Associates, Ltd. . 14 Appendix - Past Clients. . . . . . . 15 Questionnaire. . . . . . . . . . . . . . . . . . . . . . . 21 ~ o,.,;d M. GoW," & A="'.~, "d. I I I I I I I I I I I I I I I I I I I E X E C U" T I'" V_ E > f' R E ~C R U I "M E N r" S" E R V I C" E S APPROACH AND OBJECTIVES . Approach to the Recruitment DMG recognizes that each of our clients is unique. We understand that the mission, culture, and values of each organization we serve are different. As a result, each recruitment we undertake is designed to identify the specific expectations you have regarding the background and experience of the ideal candidate. The selection of a new City Manager will have a long-term impact on the City of Clearwater. Our goal is to ensure that the recruitment respects the distinctive character of your organization and the community it serves. To that end, we have established specific objectives for the recruitment process and have refined an approach to executive search that has proven effective for hundreds of clients. . Objectives In order to ensure that the recruitment serves the needs of the City of Clearwater, we have designed a recruitment process specifically tailored to meet your needs; which encompasses the following broad objectives: Y Identify the critical personal and professional attributes you seek in the new City Manager; Y Recruit individuals who meet or exceed the qualifications that have been es- tablished for the position; Y Conduct reference checks to verify the professional qualifications and back- ground of each of the recommended finalists; Y Assess the strengths and weaknesses of the top candidates, through personal interviews and other screening techniques to ensure that the individuals who best meet your needs are recommended as finalists. ~ D"'d M. G,""~ . ,",OC;'ffi, L<d. City o/Clearwater, Florida-l I I I I I I I I I I I I I I I I I I I E X E CUT I"",V"",\ E .tR E.C R U I MEN 1; S" E R V I 'l}",J S" THE RECRUITMENT PROCESS . Key Steps The recruitment process outlined below has been designed to recruit the most qualified candidates for consideration for appointment as the City's new City Manager. Step 1 - Develop Candidate Profile In order to develop the profile of the ideal candidate for City Manager, we will meet with the City Commission, and others as appropriate, to develop information regarding specific issues and opportunities facing the City of Clearwater. The desired education, experience, and background of the sought- after candidate will be determined. We will also work with you to identify the management skills and style that are appropriate for the new City Manager. These discussions will result in a consensus-driven profile of the ideal candidate. This profile will guide all subsequent recruitment efforts. Step 2 - Develop Advertising Campaign Based on the above discussions, an advertising campaign will be developed. Emphasis will be placed on reaching the target market and controlling costs. Professional publications, journals, and other sources will be used. Step 3 - Candidate Recruiting One of the most critical steps in any recruitment is the effort expended to identify and recruit outstanding candidates. The focus of Mr. Donaldson's efforts will be on: ~ Developing a list of outstanding potential candidates through our network developed over several years ~ Use of our knowledge of quality candidates from past recruitments >- Effective marketing of the position and the community to ensure quality can- didates are attracted to the position. In addition, a recruitment brochure will be developed on behalf of the City. The brochure will discuss the recruitment process, the requirements of the position, the organization, and the community. The brochure will serve as the primary marketing tool in the recruitment. ~ D~;d M. G,ffim . "',oc..~. L<d City of Clearwater, Florida-2 I I E X E e If T r",l1~ E ,tR E.e R u r MEN ~ S < E R V r G~ ,E S I I Step 4 - Screen Resumes Resumes received on your behalf will be promptly acknowledged. Once the closing date for the recruitment has passed, resumes will be screened against the criteria identified by the City Commission in our initial meetings. Candidates whose qualifications most closely match or exceed those identified in the recruitment profile will be invited to personal interviews. I I I Step 5 - Personal Interviews Mr. Donaldson will personally interview the top 10-15 candidates. The interviews will focus on an assessment of the candidate's skills, background, and experience. An assessment of the candidate's strengths and weaknesses will be made. In addition, candidates will be questioned regarding their motivation in seeking the position and their level of interest in relocating to the area. ' I I Step 6 - Conduct Detailed Reference Checks Following interviews, reference checks will be conducted. Each candidate will be subject to detailed professional reference checks. Not only will references provided by the candidate be contacted, but others in a position to know about the candidate will be sought out. These checks will be conducted in the strictest of confidence to ensure the honesty of comments received. The objective evaluation of candidates' professional qualifications will be emphasized, I I I Step 7 - Recruitment Report Based upon the results of the preceding steps, a detailed recruitment report will be prepared. The report will contain information about each of the recommended finalists including: I >- Current responsibilities >- Community characteristics >- Notable achievements >- Management style >- Interest in the Position >- Reference comments. I I I The resumes of the top candidates and alternates will be presented. In addition, the names and positions of all candidates will be included for your review. A comprehensive briefing on the candidates will be provided to the City Commission on delivery of the report. Mr. Donaldson will recommend a specific group of candidates for final consideration. The City Commission will select finalists. I I I ~ D,,,dM. Go"" k~,'~" L'" City of Clearwater, Florida-3 I I E X E CUT r;v_ E .' R E ~C R U I MEN T SeE R V I n~ E S ~ I I Step 8 - Finalist Interviews Once the City Commission has selected finalists, we will work with you to develop a selection process that will ensure the fairness of the recruitment. Mr. Donaldson will notify finalists of their selection and work with your staff to arrange and schedule the final selection process. Interview materials will be prepared for your use including suggested questions and rating forms. Detailed information on each candidate will also be provided. In addition, Mr. Donaldson will be present to facilitate the process. I I I Step 9 - Negotiation Assistance One of the most critical steps in the recruitment and selection of the next City Manager is negotiating compensation. Mr. Donaldson will be available to assist the City of Clearwater and act as their representative. Successful negotiations will ensure that the relationship starts on a positive note. I I Step 10 - Complete Administrative Assistance Throughout the recruitment, Mr. Donaldson will provide the City Commission with regular written status reports. In addition, we will keep candidates advised of the status of the recruitment; resumes will be acknowledged and candidates notified of their selection as finalists. Attention to keeping everyone informed of the progress of the recruitment will do much to ensure its success. I I I I I I I I I I ~ D."" M Gc""" . ""oc,,'~, L~ City of Clearwater, Plorida--4 I I I I I I I I I I I I I I I I I I I E X E CUT r":,1I_ E . R E ~C R U I MEN 1', S E R V I G, E S ~ OPTIONAL SERVICES Depending on the needs of the City, DMG can provide a number of optional recruitment services in addition to those outlined above. Those services include: >- Goal Setting >- Assessment Centers >- Psychological Assessment >- Salary Surveys and Job Classification Analysis >- Spousal Placement . Goal Setting Conducted by our staff and lasting one-half to one day, these sessions are an excellent method for communicating the employer's performance expectations for a specific period of time. They are most effective when conducted following the recruitment with the successful candidate in attendance. . Assessment Centers Assessment centers are a process employing group exercises designed to identify those individuals who possess leadership qualities, management skills, and specific technical abilities. They are an excellent tool in determining the communication and listening skills of individuals. Exercises are designed to simulate actual situations found on the job. . Psychological Assessment The psychological evaluation of the top candidate (contingent upon the offer of employment) can be arranged. The evaluation is conducted in confidence. Detailed information about personality, management style, and behavior under stress is conveyed in a detailed written report. ~ ",",d M. G,'"," &A.OO'ffi, "d. City of Clearwater, Florida-5 I I E X E C U' T 1'. V...,. E ,1' R E ttC R U I MEN T S E R V I 0 < J S I I . Salary Surveys and Job Classification I I Salary surveys and job classification analysis are often prerequisites to a successful recruitment. DMG's Archer System is a fully automated job classification and compensation system. The most advanced system of its type, the Archer System can be used to support decisions in advance of undertaking a recruitment. . Spousal Placement I I This service recognizes that candidates today are often the partners of working spouses. The difficulty of relocating is often exacerbated by the need of the spouse to find new employment. DMG's placement assistance includes introductions, advice, counseling, resume preparation, and networking. I I I I I I I I I I ~ O,,;d M. Grim," & "'ro,"~" Lw. City of Clearwater, Plorida-D I I I I I I I I I I I I I I I I I I I I E X E CUT r" 1!~ E / R E 8C R U I MEN T S ~ E R V I G, ,E S PROFESSIONAL FEES, EXPENSES, AND TIMING . Professional Fees & Expenses The project costs for professional services will be $14,500. The fee provides for completion of the work described in Steps 1 through 10 which includes a full day on site to develop the profile and two subsequent client meetings: one to review recommended finalists and another to assist with finalist interviews. Additional meetings will be billed at our standard hourly rate. In addition, the City will also be responsible for reimbursement actual out-of-pocket expenses for items such as placement of advertisements, printing, postage, clerical services, long distance telephone charges, and travel. For this recruitment we will cap expenses at $5,500. DMG is sensitive to the pressures faced by local governments to contain costs. As such, we will work with you to ensure that the recruitment is conducted in a cost effective manner. . Timing Mr. Donaldson is prepared to proceed on this search immediately and can be available to meet with you within one week of our selection to conduct the search. We anticipate that we can confirm finalists within 60 to 90 days of our initial meetings. The schedule on the following page graphically displays the tasks and their anticipated durations. ~ D,,,d M. GOW,h & _"'W', L~. City a/Clearwater, Flarida-7 I I E X E CUT I'; ~_ E /R E HJC R U I MEN l S E R V I C, E S I I I . Anticipated Recruitment Schedule I Month 1 I Month 2 I Month 3 10 Task Name WqW2 T W3 I W4 I WS I W6 I W7 I we I W9 IW10lW111W121W13 W14 1 Kickoff Meeting ~ 2 Draft Brochure I 3 Place Advertisements . 4 Review and Print Brochure - 5 Candidate Identification 6 Closing Date . 7 Screen Resumes I 8 Interview Candidates 9 Reference Checks . 10 Presentation of Candidates . 11 Finalists Interviews I 12 Negotiate Employment Agreement . 13 Announce New Incumbent . I I I I I I I . Summary and Guarantee I DMG is proud of the track record of success achieved by our recruitment staff. The comprehensive recruitment process outlined within this proposal will result in the selection of the best possible candidate for the position of City Manager. I In the unlikely event that none of the finalist candidates are chosen, we will continue the search on your behalf at no added cost beyond direct expenses. In addition, if within the first year of employment either the City Manager resigns or is dismissed for cause, we will conduct another search for direct expense only. There will be no charge for professional services. I I I ~ 0"" M. GOff'h &krod,re,. L<d City of Clearwater, Plorida-S I I I I I I I I I I I I I I I I I I I I E X E CUT I" V_E .fR E tiC R U 1 MEN 1 S E R V 1 C, E S' EXECUTIVE RECRUITMENT STAFF . Robert W. Murray - Vice President Mr. Murray manages DMG's executive search practice. Since joining DMG in 1992 he and his staff have created the nation's largest, most successful public sector search practice. Mr. Murray has more than 24 years of experience in local govemment, management consulting, and executive search. As the firm's senior recruiter, Mr. Murray personally conducts the most complex search assignments and is the fmn's leading specialist in the recruitment of public executives. Mr. Murray is experienced in conducting recruitments for large and small public agencies throughout the United States. He has personally conducted over 200 searches. He has full responsibility for the success of each search. In addition to his experience as an executive recruiter, Mr. Murray has also designed and administered assessment centers for both general management and public safety positions. He has also been a featured speaker and panelist at numerous professional conferences, conventions, and seminars. Mr. Murray previously served as the City Manager of the City of Olympia, Washington. He has also served as an Assistant City Manager and has held various positions in law enforcement. Mr. Murray is a graduate of the University of Califomia at Berkeley with graduate studies in Public Administration at Califomia State University at Hayward. . David K. Donaldson - Regional Director Mr. Donaldson is assigned to the fIrm's executive search practice and conducts recruitments for local govemment managers, professionals, and executives throughout the United States. He has over twelve years of executive search experience for clients throughout the country. Mr. Donaldson has successfully completed over 180 executive recruitments for a wide range of local govemment positions. He has developed the firm's specialty practice areas in the fields of resort community management, redevelopment managers, and airport executives. ~ ,,-"d M. G"ffi," &A=d""" lid. City of Clearwater, Florida-9 I I E X E CUT I'" "...,E ,fR E ~C R U' MEN l S E R V , C~J S I I Prior to joining the search practice of DMG, Mr, Donaldson worked for another national recruiting firm for nearly four years as an executive recruiting consultant, He also has prior experience with Kom/Ferry International, one of the world's largest search organizations, I Before beginning his career as an executive search consultant, Mr, Donaldson worked as an Assistant to the City Manager of a small community in Oregon, He is a graduate of Ohio University and the recipient of a graduate fellowship and master's degree in Public Administration from the University of Oregon. I I . Chuck Neumayer - Senior Manager I Mr. Neumayer has more than 27 years of professional experience, fifteen with state and local government agencies as a transportation and municipal engineer, division manager, and as a director of public works. He was the managing principal and regional vice president of a consulting engineering practice providing services in California, Arizona, Nevada, and Washington. His consulting experience covers providing professional civil engineering services primarily to state departments of transportation and local government public works agencies. He is thoroughly familiar with the institutional requirements of public sector agencies from direct experience as a department head, working with boards and councils, as well as from working with state and local government in a consultant/client relationship. I I I I Mr. Neumayer has been actively involved with executive recruitment while at DMG and has conducted searches for technical and managerial positions in public works and other local government departments. His work has included searches for city managers, water agency and public works department managers and engineers, fire and police department managers, housing, information services, and other positions in cities, counties and special districts. I I He has a bachelor of science degree in Civil Engineering from Iowa State University. I . Mike Casey - Senior Manager I Mr. Casey has more than 25 years of experience in local government management, consulting, and executive search. He has served six communities in five states in key management positions, three of them as the city or county manager. During that period, he served as an officer at the state level and a I I ~ D"'d M Gc""," ^"oc..~. L'd. City of Clearwater, Florida-l 0 I I I E X E 0 U. T r: V_J ," R E aO R U I MEN T S E R V I '0, E S' I I member of the Executive Board of the International City/County Management Association. I As a consultant for another firm with a national practice, Mr. Casey provided management advice to corporations in the private sector and to a broad range of cities and counties including Boston, New Orleans, Las Vegas; and San Diego and Fresno County on matters of critical importance to their operations, including executive search. I I Mr. Casey is a graduate of Coe College and holds a master's degree in Public Administration from Pennsylvania State University, where he was the recipient of the Cappazola Fellowship. He is also a graduate of Harvard University's Executive Program for Senior State and Local Government Officials. I . Bobbi C. Peckham - Manager I Ms. Peckham is a Manager in the Sacramento office of DMG. She has over 15 years of public and private sector recruitment, human resources, and staff development experience. Over the past eight years, Ms. Peckham has been responsible for a variety of recruitments for cities, counties, special districts, and not-for-profit agencies. She has conducted a number of searches for City Managers, General Managers, Executive Directors, finance, personnel, and utility professionals. Ms. Peckham's areas of recruitment expertise include resort community, museum and cultural arts, and association executives. I I I Prior to joining DMG, Ms. Peckham was a member of the Executive Recruitment practice at Ralph Andersen & Associates for over five years. She also provided administrative support to the City Manager of Naperville, Illinois, as well as serving in the City-owned electrical utility. Ms. Peckham received her bachelor's degree in Organizational Behavior from the University of San Francisco. I I . Nicole Koehler - Analyst I Ms. Koehler has nine years of experience in the public sector. During the course of her career, she has worked in the Governor's office, senatorial offices, and the California State Agency of Business, Transportation and Housing. Most recently, Ms. Koehler worked for the Western Policy Center coordinating fund-raisers and special events for political candidates, foreign dignitaries, and government officials. At DMG, Ms. Koehler is responsible for conducting detailed reference inquiries; identifying and recruiting candidates; and developing and maintaining an extensive candidate database. I I I ~ D,";dM. G,;W.h &A="~. L<d City of Clearwater, Florida-ii I I I E X E CUT I" V_ E / R E ~C R U I t MEN T S E R V I '0, E S ~ I I Ms. Koehler is a graduate of the University of Califomia, Davis, with a bachelor of arts degree in political science and organizational studies. I I I I I I I I I I I I I I ~ D..d M. GOO'" &A",,"',~, L<d. City of Clearwater, Florida-12 I I I I I I I I I I I I I I I I I I I I E X E CUT I" V."" E .r'R E ~C R U 1 MEN T S E R V 1 G, J S ~ CLIENT REFERENCES The following past clients can provide information pertaining to recent search assignments conducted by DMG executive recruiters. Client: Position: Contact: City of Tallahassee, Florida Assistant City Manager & four other positions Steve Burkett, City Manager or Jeanne Kimball, Human Resources Director 904-891-8200 Client: Position: Contact: City of Safety Harbor, Florida City Manager Mayor Patrick Slevin 813-228-2000 Client: Position: Contact: City of Boynton Beach, Florida City Manager Council Jamie Titcomb 407-375-6010 Client: Position: Contact: Teton County, Wyoming County Manager Commissioner Mike Girieu 307-733-8094 Client: Position: Contact: City of Eugene, Oregon City Manager Mayor Ruth Bascom 541-687-5046 ~ 0,"" M G,;ffi~ & "'>od,~" '<d, City of Clearwater, Florida-13 I I I I I I I I I I I I I I I I I I I E X E CUT I" 1!""" E , r R E ~C R U 1 MEN T, S E R V 1 C" E S ~ DAVID M. GRIFFITH & ASSOCIATES, LTD. DMG, founded in 1976, is recognized as the leading firm providing a broad range of management, financial, operational, and human resource consulting services to local and state governments throughout the country. Our clients include over 2,000 governments, universities, and other public sector and not-for-profit organizations. DMG provides services to clients throughout the United States from the firm's central office in Chicago and regional offices located in Sacramento, California; Columbus, Ohio; Raleigh, North Carolina; and Harrisburg, Pennsylvania. In addition, the firm has local offices in 18 other cities and in Puerto Rico. Our staff of over 250 experienced consulting professionals, many of whom have prior government experience, is uniquely qualified to understand and serve government officials and managers. Consultants of DMG have been called upon to examine virtually every facet of local government operations. Major public sector services offered by DMG include: )> Executive recruitment )> Revenue enhancement (cost allocation, fee determination, impact fee analy- sis) )> Operations improvement )> Disaster grants management )> Human resources and personnel management. DMG's commitment to its clients is to provide the best services available and nothing less. The quality of our services is evidenced by the fact that 70% of our business is from repeat clients. ~ 0"" M. G,"~ . A"";",,. L~ City o/Clearwater, Florida-14 I I f E X E CUT I" V~ E "R E ~C R U 1 MEN l S E R VIe, J S I I APPENDIX--PAST CLIENTS I I CITY MANAGER! ADMINISTRATOR Jackson, WY Lake Havasu City, AZ Laguna Hills, CA La Quinta, CA Lincoln, CA Longmont, CO Los Alamitos, CA Monrovia, CA Monterey Park, CA Morgan Hill, CA Mountain View, CA Naples, FL Needles, CA Normandy Park, WA Orange, CA Orinda, CA Paradise Valley, AZ Park City, UT Paso Robles, CA Pendleton, OR Pleasanton, CA Pomona, CA Prescott, AZ Redding, CA Roseburg, OR Safety Harbor, FL Salem, OR San Clemente, CA San Gabriel, CA San Jose, CA Selma, CA South Pasadena, CA South San Francisco, CA Tracy, CA Truckee, CA West University Place, TX Westminster, CA Wilsonville, OR Yucaipa, CA I Anaheim, CA Apache Junction, AZ Arcadia, CA Atherton, CA Aurora, CO Avon, CO Bay City, MI Bell, CA Big Bear Lake, CA Blythe, CA Boulder, CO Boynton Beach, FL Campbell, CA Carmel, CA Casa Grande, AZ Cathedral City, CA Coachella, CA Commerce City, CO Concord, CA Coos Bay, OR Corvallis, OR Culver City, CA Dana Point, CA Estes Park, CO Eugene, OR Fontana, CA Fresno, CA Grants Pass, OR Greenwood Village, CO Grover City, CA Hanford, CA Hawthorne, CA Hemet, CA Hesperia, CA India, CA Irwindale, CA I I I I I I I I I I I ~ David M. Griffith & Associates, Ltd. I City of Clearwater, Florida-Page 15 I I EX E CUT '''V.."E .fR E1lC R U I MEN T S E R V I C.,E S' I I ASSIST ANT CITY MANAGER! ADMINISTRATOR San Diego Housing Commission, CA School Insurance Authority, CA Southwest Florida Water Mgmt. District, FL I Albany, GA Brea, CA Concord, CA Fresno, CA Hartford, CT Hemet, CA Huntington Beach, CA Indian Wells, CA La Quinta, CA Palo Alto, CA Riverside, CA Tallahassee, FL Tracy, CA Salinas, CA Y orba Linda, CA Upper Arlington, OH Yreka, CA POLICE CHIEF/ PUBLIC SAFETY DIRECTOR I I EXECUTIVE DIRECTOR Alameda, CA Apache Junction, AZ Bell, CA Belmont, CA Boynton Beach, FL Casper, WY Chandler, AZ Chesterfield County, VA Chino, CA Chula Vista, CA Dinuba, CA El Segundo, CA Eugene, OR Fresno, CA Glendale, AZ Glendora, CA Hillsboro, OR Inglewood, CA Jackson, WY King City, CA Laramie, WY Longview, W A Los Alamitos, CA Los Altos, CA Menlo Park, CA (Commander) Mesa, AZ Modesto, CA Orange, CA Pasadena, CA Redwood City, CA Riverside, CA Sacramento, CA Salinas, CA San Diego, CA San Marino, CA Seattle, WA SHASCOM, Redding, CA I I I COUNTY ADMINISTRATOR I I Branch County, MI Lane County, OR Los Alamos County, NM Maricopa, AZ Pima, AZ Teton County, WY I I I Ann Arbor, MI Pension Fund Association for Regional Center Agencies, CA Centre City Development Corp., CA Crown Development Corporation, CA Dallas Housing Authority, TX Fire & Police Pension Fund, CO Jackson Hole Chamber of Commerce, WY Michigan Municipal Risk Management Authority, MI Portland Development Commission, OR I I I ~ O..d M. G,Offi" & ""=;_.. ud City of Clearwater, Florida-Page 16 I I I E X E CUT I' l1bt, E ,t R E 'ilC R U I t MEN T S E R V I C, E S I I Tacoma, WA Torrance, CA Tracy, CA Vail, CO Yreka, CA Marin Municipal Water District, CA Oro Lorna Sanitary District, CA Richmond, VA San Bernardino, CA San Diego County Water Authority, CA San Juan Capistrano, CA Santa Clarita, CA South San Francisco, CA Washington County, OR Westminster, CA Yorba Linda, CA I FIRE CHIEF I I Culver City, CA Eugene, OR Garden Grove, CA Hesperia, CA Indio, CA Livermore, CA Los Alamos, NM Los Angeles County, CA Mammoth Lakes Fire Protection District, CA Modesto, CA Orange County, FL Pleasanton, CA Redding, CA San Clemente, CA Thornton, CO Tracy, CA Tualatin Valley Fire & Rescue, OR Westminster, CA PERSONNEIjLABOR RELATIONS I I I Berkeley, CA Chino, CA Contra Costa Water District, CA Culver City, CA East Bay Municipal Utility District, CA Gresham, OR Hillsborough County, FL Monterey, CA Oro Lorna Sanitary District, CA Otay Water District, CA Riverside, CA Santee, CA South Lake Tahoe, CA I I American Canyon, CA Berkeley, CA Brea, CA Campbell, CA Chino, CA Chula Vista, CA Concord, CA Dallas, TX East Bay Municipal Utility District, CA East Bay Regional Park District, CA Fontana, CA Glendale, AZ La Quinta, CA Los Alamos County, NM Orange County, FL Thornton, CO I FINANCIAL I PARKS AND RECREATION I LEGAL COUNSEL I AC Transit, CA Bakersfield, CA Concord, CA Culver City, CA Fresno, CA Los Alamos, NM McDonough, Holland & Allen, CA I I ~ O,"d M. Gc;ff<h & "'rod".,. Lrn. City of Clearwater, Florida-Page 17 I I I E X E CUT I'" V~ E ,f'R E:,:;C R U I MEN T S E R V I C~ E S I I Mountain View, CA Orange County Water District, CA Otay Water District, CA Redding, CA Sacramento, CA Sacramento Regional Transit, CA San Diego County Water Authority, CA San Luis Obispo, CA Santa Clarita, CA Silverthorne, CO South San Francisco, CA Torrance, CA Tracy, CA I I I I COMMUNITY DEVELOPMENT/ PLANNING I Albany, CA Ashland, OR Boulder, CO Casper, WY Chandler, AZ Chino, CA Culver City, CA Fontana, CA Fort Collins, CO Gilbert, AZ La Quinta, CA LA Community Redevelopment Agency, CA Mountain View, CA Oakland, CA Oceanside, CA Otay Water District, CA Pasadena, CA San Bernardino, CA San Diego, CA San Mateo, CA Santa Clarita, CA Silverthorne, CO Tallahassee/Leon County, FL Thornton, CO Teton County, WY Yorba Linda, CA I I I I I I I I I ~ O..d M. G,"~ & ^"oc,"~, L<d. I ECONOMIC DEVELOPMENT/ REDEVELOPMENT Bakersfield, CA Bay Economic Development Corporation, MI Centre City Development Corporation, CA Concord, CA Glendale, AZ Hesperia, CA Huntington Beach, CA Long Beach, CA Oxnard, CA Riverside, CA San Pablo, CA Southeast Economic Development Corporation, CA Suisun City, CA GENERAL MANAGER! UTILITY DIRECTOR Alameda County Flood Control and Water Conservation District, CA Alhambra, CA Belmont County Water District, CA California Water Pollution Control Association, CA Chino Basin Municipal Water District, CA Contra Costa Water District, CA County Sanitation Districts, Orange County, CA Cucamonga County Water District, CA Dublin San Ramon Services District, CA East Bay Dischargers Authority, CA El Paso Water Utilities Public Sen:ice Board, TX Lakeland, F L Los Angeles (Hyperion Treatment Plant), CA Marin Municipal Water District, CA Merced Irrigation District, CA Monte Vista Water District, CA City of Clearwater, Florida-Page 18 I I E X E CUT I" V~ E / R E ~C R U 1 MEN 1 S E R V 1 0, J S I I Monterey Regional Water Pollution Control Agency, CA Natrona Regional Water District, WY Olivenhain Water District, CA Orange County Water District, CA Orange Water & Sewer Authority, NC Oro Loma Sanitary District, CA Pasadena, CA Platte River Power Authority, CO Ramona Municipal Water District, CA Roseville, CA San Lorenzo Valley ~Vater District, CA Santa Rosa, CA Tucson, AZ Yorba Linda Water District, CA I I I I I PUBLIC WORKS/CIVIL ENGINEERING I Alameda County, CA Boulder, CO Campbell, CA Carson, CA Chino Basin Water District, CA Costa Mesa, CA La Quinta, CA Lincoln, CA Long Beach, CA Los Alamitos, CA Los Alamos County, NM Mountain View, CA North Miami Beach, FL Oceanside, CA Oro Loma Sanitary District, CA Pasadena, CA Phoenix, AZ Redding, CA Sacramento County, CA Salinas, CA Santa Rosa, CA Selma, CA Tracy, CA Valdosta, GA Yreka, CA I I I I I I I I ~ 0"" M. Gri"" A"o"'~'. L<" I TRANSPORT ATION Alameda County, CA BeverZv Hills, CA Costa Mesa, CA Mesa, AZ Orange County, FL Sarasota County, FL MEDICAIjHEALTH CARE Eau Claire City/County Health, WI Orange County, FL Washoe County Health Department, NV DATA PROCESSING Kenosha, WI Orange County, FL Peralta Community College, CA Richmond, VA BUILDING OFFICIALS Los Gatos, CA Santa Clarita, CA AIRPORT/AVIATION Dayton, OH Eugene, OR Metropolitan-Dade County, FL Tallahassee, FL Washoe County Airport Authority, NV PORTfMARINE Sacramento, CA City of Clearwater, Florida-Page 19 I I I I I I I I I I I I I I I I I I I E X E CUT I" V"" E .f R E 1JC R U I f MEN T S E R V 1 C, E S ARTS ADMINISTRATION Crocker Art Museum Irvine, CA Scottsdale, AZ LIBRARY Nonh Miami Beach, FL Oceanside, CA RISK MANAGEMENT Livermore, CA Torrance, CA ~ "".d M. G,Off" &A><od,re,. ud City of Clearwater, Florida-Page 20 I I CITY OF CLEARWATER, FLORIDA RFP #45-97 RECRUITMENT FOR CITY MANAGER I I QUESTIONNAIRE: Company Name: David M. Griffith & Associates, Ltd. I Company Address: 1621 Metropolitan Blvd. Suite A, Tallahassee, FL 32308 Primary Contact: David K. Donaldson, Regional Director I Phone Number: 904-386-1101 Fax Number: 904-385-9350 I when was your firm founded? 1976 I How long has your company been at the location which you designated above as the company address? Five. I How many other company locations do you have and in what cities are they located? 35. See insert in front of Proposal. INFOR.t\1ATION RE: EXECUTIVE SEARCHES BY YOUR COMPANY: I With respect to executive searches, what percent of the placements are the listed compensation level: $50,000 - $75,000 (30%); $75,001 - $100,000 (50%); $100,001 - $150,000 (20%); above $150,000 (0%). I In the last five years, how many searches have you done for City Managers? 42 I How many of the searches for City Managers were for cities of 100,000 or more population? Four: Eugene, Oregon; San Jose, California; Fresno, California; Orange, California. Plus two current searches: Sunnyvale, California (pop. 117,000); and Aurora, Colorado (pop. 250,000). I List contacts of previous clients willing to provide references, both generally from the standpoint of your national search effort for any type of executive and for those involving City Manager placements. This list should include names and phone numbers of appropriate persons with those clients who are qualified to provide references to the City. I I Client: Position: Contact: City of Tallahassee, Florida Assistant City Manager & four other positions Steve Burkett, City Manager or Jeanne Kimball, Human Resource Director 904-891-8200 I I I I City of Clearwater, Florida -21 I I Client: Position: Contact: City of Safety Harbor, Florida City Manager Mayor Patrick Slevin 813-228-2000 I I Client: Position: Contact: City of Boynton Beach, Florida City Manager Council Jamie Titcomb 407-375-6010 I Client: Position: Contact: Teton County, Wyoming County Manager Commissioner Mike Girieu 307-733-8094 I I Client: Position: Contact: City of Eugene, Oregon City Manager Mayor Ruth Bascom 541-687-5046 I RECRUITMENT PROCESS I Describe the recruitment process you propose to use for City Manager for the City of Clearwater, including a timetable, description of how you identify candidates, how you evaluate and recommend candidates, and how you submit data to the City. See Pages 2- 4 of proposal. I Define your role after submitting top quality, interested candidates to the City. See Pages 2-4 of proposal. I How many staff members from your company will be dedicated to the City Manager search for Clearwater? One; David K. Donaldson, Regional Director. Provide biographical for each key staff member. See Proposal, Page 9. I Do you propose to meet with representatives of the City to obtain data not included in the RFP document? No. I Do you conduct face-to-face interviews with any of the candidates? If yes, describe for which candidates and why you do so. Intend to meet with all face-to-face. If geographic/cost constraints, may phone interview as many as 20-30%. I How do you determine the interest of a candidate in the City of Clearwater's position? Ask them point blank. Probe motivation thoroughly. I What is the nature of the background review you do on candidates with respect to their: (1) experience (reference checking); (2) education (e.g. verification of credentials, degrees); (3) training; other (including credit, criminal history, lawsuit(s), etc.). (1) Conduct 4-5 reference calls with at least 1-2 not given by candidates; (2) Verify all degrees; (3) Upon request, will do credit checks. Believe local law enforcement can do more thorough criminal checks. I I If requested, can your firm provide additional services beyond the provision of recruitment, such as design of interview processes, interview evaluation procedures, etc.? Yes. I I City of Clearwater, Florida -22 I I COST I Describe in full the basic fee and all associated reimbursable costs to conduct the City Manager search. Is there a cap on reimbursable costs? See Proposal, Page 7. I What are the projected travel expenses, if any? Three trips to Clearwater from Tallahassee and one interview trip. GUARANTEE I Describe the nature of the guarantees you make with respect to the quality of work, including any guarantee relating to any early separation of a selected candidate. In the unlikely event that none of the fInalist candidates are chosen, we will continue the search on your behalf at no added cost beyond direct expenses. In addition, if within the fIrst year of employment either the County Administrator resigns or is dismissed for cause, we will conduct another search for direct expense only. There will be no charge for professional services. I I ADDITIONAL REQUIRED INFORMATION I Provide a copy of all required service agreements, contracts, etc. to be entered into between your firm and the City of Clearwater for this project. Attached. I I I I I I I I I I I City of Clearwater, Florida -23 I I I I I I I I I I I I I I I I I I I ATTACHMENT PROFESSIONAL SERVICES AGREEMENT EXECUTIVE SEARCH SERVICES This Agreement is made by and between the City of Clearwater, Florida ("the City"), and David M. Griffith & Associates, Ltd. ("the Consultant"). 1. Search Engagement. The City agrees to engage the Consultant to perform those services described below, for completion of the project described as follows: City Manager ("the Search"). 2. Services. The Consultant agrees to perform certain services necessary for completion of the Search, which services shall include, without limitation, the following: a. Position analysis b. Place advertisements in appropriate journals and publications. c. Candidate identification d. Resume review and screening e. Preliminary interviews with leading candidates f. Detailed reference checks on leading candidates g. Verify educational credentials h. Recruitment report 1. Assist with interviews and negotiations A complete description of the services to be provided are contained in a proposal from the Consultant to the City dated , which is incorporated herein by reference. 3. Relationship. The Consultant is an independent contractor and is not to be considered an agent or employee of the City. 4. Compensation. As full compensation for the Consultant's professional servIces performed hereunder, the City shall pay the Consultant the fixed amount of $ ( Dollars). 5. Expense Reimbursement. The Consultant shall be entitled to reimbursement for expenses from the City for such expenses as travel, printing and binding, postage and delivery, and clerical and long-distance telephone charges. The City will directly pay the cost for all advertisements. Expenses are not-to-exceed $ ( Dollars). The Consultant shall provide the City with a listing of expenses by category of expense as a part of monthly billings. I I I I I I I I I I I I I I I I I I I 6. 7. 8. 9. Compensation for Additional Services. In the event the City requires services in addition to those described in Paragraph 2, the Consultant shall be compensated at the Consultant I s standard hourly rates for professional services, plus reimbursement of expenses. Method of Payment. Progress payment of the Consultant's professional services fee and expenses shall be made on a monthly basis by the City upon receipt of billings from the Consultant. Term. The term of this agreement shall commence on at which time the Consultant shall begin work on the Search and shall continue, subject to the termination provisions of Paragraph 9, until the date that the Consultant completes the Search. The time of completion of the Search is estimated to be 60-90 days from project initiation as described in Paragraph 2a. Termination. This agreement may be terminated: (a) by either party at any time for failure of the other party to comply with the terms and conditions of this Agreement; (b) by either party upon 10 days prior written notice to the other party; or ( c) upon mutual written agreement of both parties. In the event of termination, the Consultant shall stop work immediately and shall be entitled to compensation for professional service fees and for expense reimbursement to the date of termination. 10. Insurance. The Consultant shall maintain in force during the term of the agreement, General Liability Insurance including Personal Injury; Excess Umbrella Liability; Automobile Liability Insurance, including Non-Owned and Hired Liability; and Workers' Compensation and Employers' Liability Insurance. 11. Miscellaneous. a. The entire agreement between the parties with respect to the subject matter hereunder is contained in this agreement. b. N either this agreement nor any rights or obligations hereunder shall be assigned or delegated by the Consultant without the prior written consent of the City. c. This agreement shall be modified only by a written agreement duly executed by the City and the Consultant. d. Should any of the provisions hereunder be found to be invalid, void or voidable by a court, the remaining provisions shall remain in full force and effect. e. This agreement shall be governed by and construed in accordance with the laws of the State of Florida. 2 I I I I I I I I I I I I I I I I I I I f. All notices required or permitted under this agreement shall be deemed to have been given if and when deposited in the United States mail, properly stamped and addressed to the party for whom intended at such party's address listed below, or when delivered personally to such party. A party may change its address for notice hereunder by giving written notice to the other party. APPROVED: Dated: David M. Griffith & Associates, Ltd. 1621 Metropolitan Blvd. Suite A Tallahassee, FL 32308 By: David K. Donaldson Regional Director Dated: City of Clearwater, Florida By: Title: 3