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PROPOSAL TO RECRUIT AND SCREEN CANDIDATES FOR THE POSITION OF CITY MANAGER ~;"; . .j. I I NORMAN ROBERTS tei ASSOCIATES, INC. I Executive Scarch Consultants I December 27, 1996 I VIA FEDERAL EXPRESS I Mayor and Members of the City Commission c/o Mr. George McKibben Purchasing Manager City of Clearwater 10 South Myrtle Avenue Clearwater, FL 34616 I Dear Mayor and Members of the City Commission: I I In response to your RFP No. 45-97, Norman Roberts & Associates, Inc. is pleased to submit this proposal to assist the City of Clearwater in its efforts to recruit and screen candidates for the position of City Manager. While with my former employer, I recruited a previous City Manager for your City. Furthermore, I have also done work for other public agencies in your area, such as the City of St. Petersburg and Pinellas County. I This proposal outlines our general understanding of your requirements and the steps we will take to help accomplish this task. If you desire some modification of our work program, we would be pleased to discuss this with you. I I look forward with great interest to again working with the City of Clearwater. I Sincerely yours, I ~~ Norman C. Roberts President I NCR/ sf I Enclosures I I I 1800 CENTUrzy PARK EAST' SLIT:: 430 . Los ANCELES . C;\LIFORNIA 90067-1507 I TELEPHONE (310) 552-1112. FACSIMILE (310) 552-1113. -MAIL: N"AsSOC@AOL.COM I I I I I I I I I I I I I I I I I I I TABLE OF CONTENTS Page I. FIRM QUAUFICATIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 II. BACKGROUND. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2 m. ADVANTAGES IN UTILIZING OUR SERVICES ......................... 3 IV. OBJECTIVE AND APPROACH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Organization and Position Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Recnlitrnent . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4 PrelinllIuuyScreening. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4 Progress Reporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 5 Candidate Evaluation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Final Reporting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Special Assistance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 V. OUR CLIENT'S ROLE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 6 VI. TIME FRAME. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 7 VII. PROFESSIONAL FEES AND EXPENSES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 7 VIII. GENERAL PROVISIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 IX. ACCEP'fANCE.................................................... 8 EXHIBITS A. BIOGRAPHY-Norman C. Roberts B. BIOGRAPHY-Alex D. McIntyre C. REFERENCES D. LIST OF CHIEF EXECUTIVE RECRUITMENTS MANAGED BY NORMAN ROBERTS NOR\IAN ROBERTS & ASSOCIATES, INC. I I I I I I I I I I I I I I I I I I I PROPOSAL TO RECRUIT A CITY MANAGER FOR THE CITY OF CLEARWATER. FL I. FIRM QUALIFICATIONS Company Name: Company Address: Norman Roberts & Associates. Inc. 1800 Century Park East. Suite 430 Los Angeles, CA 90067 Norman C. Roberts, President (310) 552-1112 (310) 552-1113 Primary Contact: Telephone No.: Facsimile No.: Year Founded: Years at Current Location: Locations: Firm Focus: Percentage of Placements: 1988 3.5 years Los Angeles. CA Specialize in public sector executive search on a nationwide basis, with particular expertise working for some of the largest public agencies in the country $50,000 - $75.000 10% $75,001 - $100,000 4QO;6 $100.001 - $150,000 4()0;6 Above $150,000 10% With over 25 years of experience conducting nationwide public sector recruitments, I established Norman Roberts & Associates. Inc. in May 1988 with a commitment to providing our clients with the highest caliber of service in the industry. We utilize state-of-the-art technology in conducting a search and have a team of dedicated professionals. researchers and administrative staff to serve you. We have been named by Executive Recruiter News as one of the Fifty Leading Executive Search Firms in the United States (out of 2,200 fIrms). This ranking is based on a number of factors including size. stability. professional impact, quality and reputation. And. by focusing only on executive search. this activity is given the highest priority by our fIrm. I beUeve we are exceptionally well quaUfied to assist you. In Florida, our firm has conducted recruitments for: the cities of Miami Beach, Ft. Lauderdale and St. Petersburg; the counties of Lee and Palm Beach; the Palm Beach County Health Care District; the South Florida Water Management District; and the Sarasota Bradenton Airport. We also assisted Broward County with one of their recruitments. While with my former employer. I recruited chief executives and senior level executives for the Florida cities of Clearwater. Gainesville. Miami, Naples and Pensacola; and the counties of Hillsborough. Pinellas, Dade, Escambia, Lee, Orange and Sarasota, as well as for special districts (e.g., the Orlando International Airport Authority). In addition, I have recruited chief executives for 26 of the 100 largest cities in the United States. Our firm has conducted city manager/administrator recruitments for the cities of Fort Lauderdale (FL), ~fAn1i Beach (FL), St. Petersburg (FL), Elgin (IL), EI Paso (TX), Corpus Christi (TX), Cincinnati (OB) and Scarsdale (NY); and for the California cities NORMAN ROBERTS & ASSOCIATES, I"iC. I I I I I I I I I I I I I I I I I I I City of Clearwater. FL December 27. 1996 Page 2 of 8 of Bakersfield, Baldwin Park, Berkeley, Buellton, Camarlllo, Cypress, East Palo Alto, EI Segundo, Enclnitas, Laguna Niguel, Lawnclale, Los Altos Hills, Mallbu, Moreno Valley, Norco, Ontario, Oznard, Palm Springs, Recllands, Redondo Beach, Redwood City, Rolllng Hills, SaUnas, San Buenaventura, San Fernando, San Jacinto, Signal Hill, Solvang, Stanton and Visalia. In addition, we are about to start a recruitment for the County Mallager for Coconino County (AZ) and have previously recruited chief executives for the counties of Lee (FL), Fairfax (VA), DuPage (IL), Maricopa (AZ), Los Angeles (CA), Marin (CA), Ventura (CA), Riverside (CA), San Mateo (CA), EI Dorado (CA), Shasta (CA), Mariposa (CA) and Humboldt (CA). A list of chief executive recruitments for general purpose local governments which I have managed and/or conducted is enclosed as Exhibit D. These were done while with prior employers, as well as by our firm. Our finn has conducted 19 City Manager searches in the last five years. Of the city j county manager searches conducted by our finn. 12 have been for cities with populations over 100,000. and 12 have been for counties with populations over 100.000. Prior to establishing Norman Roberts & Associates. I was a Senior Vice President of the world's largest search finn. and was with them for 12 years. While there. I established and directly managed their nationwide publicjnot-for-profit. healthcare and education executive search practices. Since 1969. I have managed almost 3.000 senior level recruitments. including over 350 recruitments for chief executives of public agencies. In addition, in The Career Makers, which proffies the top 150 executive recruiters in the nation, I am ranked as the leading recruiter for Government Agencies/Municipalities. I will be personally responsible for this assignment and will be assisted by Alex McIntyre. a Vice President of our firm. Enclosed are copies of our biographies to familiarize you with our backgrounds (Exhibits A and B). To accomplish this assignment. I will use the full resources of my firm. A list of references can be found in Exhibit C. U. BACKGROUND It is our understanding that: . You are interested in identifying outstanding candidates and filling the position of City Manager as soon as is practical. . You wish to recruit in a thorough and deliberate manner. on a nationwide basis. that will insure that the best qualified individual is selected. . The starting salary for the position is open. depending on the qualifications and background of the person selected. . The City of Clearwater is located midway down the west coast of Florida on the Gulf of I I I I I I City of Clearwater. FL December 27. 1996 Page 3 of 8 . The City of Clearwater operates under a Council-Manager fonn of government as established in 1924. The City Commission is comprised of five members: a Mayor- Commissioner and four City Commissioners. Members are elected to specific seats at-large. All legislative power of the City is vested in the City Commission. Pursuant to the City Charter. the City Commission appoints a City Manager who serves as the Chief Administrative Officer and Chief Executive Officer of the City. . The total operating funds net budget for the City for FY 1996-97 is over $133 million. The Capital Improvement Budget totals almost $32 million. There are about 1700 full- time equivalent positions. m. ADVANTAGES IN UTILIZING OUR SERVICES I I I I I I I I I I I I Relative to your present search requirements. we believe the principal advantages in using our firm and what may differentiate us from others are: . Our specialization in public sector executive search; . My extensive experience in locating City Managers on a nationwide basis; . My familiarity with Clearwater and other public agencies in Florida from prior recruitments conducted there, and our ability to work within the spirit of the Sunshine Law; . The quality of our work-indicative of this is the fact that almost half of our clients have utilized our services on more than one occasion, and many have hired us from 5-to-15 tlmes; . Our proactive recruitment of candidates who may not be seeking new employment and would not normally respond to routine advertising, or who may come from non-traditional sources; . Our proven ability to identify and recommend qualified female and minority candidates; . Our ability to conduct your assignment in a timely and complete manner; . Our reputation among clients and candidates for communication, e.g., acknowledgment of resumes, regular reports to the client, face-to-face interviews with candidates; and . The thoroughness of our documented reference and education checks. We do not merely ask for "five work related references." Rather, we request very specific references from candidates and, where feasible, gather newspaper clippings. IV. OBJECTIVE AND APPROACH Our objective is always to find the best qualified candidates. We believe that. although notices in professional journals may be helpful. many of the best candidates must be sought out and their interest encouraged. My familiarity with the City of Clearwater. knowledge of the field and our relationships with professional organizations make us well qualified to assist you. I NORMAN ROBERTS & ASSOCIATES, I\:c. I I City of Clearwater. FL December 27. 1996 Page 4 of 8 I Our clients have found that we are able to: I I . Build consensus among those involved in the hirtng process. . Develop the approprtate specifications for a position. . Encourage the interest of top-level people who would otherwise be reluctant to respond to an advertisement. I . Save a considerable amount of time for client staff in developing and responding to candidates. I . Independently and objectively assess the qualifications and suitability of candidates for the particular position for which we are recruiting. I If our proposal is accepted, we will do the following: . Organization and Position Analysis I We will personally interview the Mayor, Members of the City Commission and other approprtate individuals to determine views of the position and concerns regarding desirable training, expertence, and personal charactertstics of candidates. We will also gather/review relevant information about the City of Clearwater. such as budgets, organization charts. etc. I I I Once our findings have been summarized, we will submit a Recruitment Profile with the desired qualifications and charactertstics for your approval. The Recruitment Profile which will be sent to potential candidates will include information about the City. the job and the crtterta established by you. . Recruitment I I I Once you have approved the Recruitment Prof1le, we will actively seek out individuals with supertor qualifications and invite and encourage their interest. Announcements can be placed in professional journals. However. we will rely heavily on our own expertence. contacts and file data. As a matter of corporate policy, we will not discrtm1nate against any applicant for employment on the basis of race, religion, creed, age, color. marttal status, sex, sexual preference, disabilities. medical condition. veteran status or national ortgin. Approximately 30 percent of the placements made by our firm have been minortty or female candidates. I . Preliminary Screening I We will review. acknowledge and evaluate all resumes received. Preliminary screening will be based upon crtterta contained in the Recruitment Profile, information contained in the resumes submitted to us. and our knowledge of the people and organizations in which they work. Telephone interviews will be conducted with the most promising candidates to gain a better understanding of their backgrounds. I I NORMAN ROBERTS & ASSOCIATES, I;-..:c. I I I I I I I I I I I I I I I I I I I City of Clearwater. FL December 27. 1996 Page 5 of 8 . Progress Reporting Upon completion of our preliminary screening. we will assemble and submit a progress report of the leading candidates to the Mayor and Commission. This report will include summary resumes. supplemental1nformation. and the original resumes of those candidates we believe to be best qualified for the position. Supplemental information on a candidate typically includes: the size of the jurisdiction for which the person works. reporting relationships. budget responsibility. the number of people supervised. related experience and reasons for interest in the position. Any other specific information will be dictated by the criteria set forth in the Recruitment Profile. The purpose of our progress report is two-fold. It allows you an opportunity to review the candidates prior to the conclusion of the search and allows us to receive feedback on the caliber of the candidates recruited. By doing so. we avoid an embarrassing situation of conducting a lengthy search only to find we "missed the target." Likewise. you are not surprised by the candidates as you will have seen their qualifications prior to the fmal interviews. Of course. we are flexible and may consider other individuals as final candidates who are subsequently identified and were not included in the progress report. . Candidate Evaluation We will personally interview those candidates whose qualifications most closely match the criteria established by you. We will examine their qualifications and achievements in view of the selection criteria. Additionally. we will verify degrees and any certifications and. where feasible, gather newspaper articles. As part of our process in evaluating candidates. we make telephone reference checks. In conducting these references. it is our practice to speak directly with individuals who are. or have been. in a position to evaluate the candidate's performance on the job. These references and our evaluations provide you with a frank. objective appraisal of the candidates. We suggest, however. that such detailed and extensive investigation is necessary only for those individuals seriously considered by you. We determine a candidate's interest in a specific position through asking them in our Supplemental Information Form "Why are you interested in this position and what concerns do you have about the position?" We validate this through our interviews with the candidates and in conducting reference checks, . Final Reporting We will prepare a detailed report and evaluation for those three-to-five candidates most nearly meeting your specifications. and will provide you with interviewing/ selection tips. suggested interview questions. and rating forms for your use. Candidates will not be ranked. for we believe it will then be a matter of chemistry between you and the candidates. We will conduct a Mbriefing session" immediately preceding your interviews to make sure that the process flows smoothly. and will assist you in a Mdebriefing" immediately following the interviews. NORMAN ROBERTS & ASSOCIATES, INC. I. I I City of Clearwater. FL December 27. 1996 Page 6 of 8 . Special Assistance I I Our efforts do not conclude with presentation of the final report. We are committed to you until a successful placement is made. Services that are routinely provided include: . Arranging the schedule of interviews and the associated logistics for final candidates; I I I . Advising on starting salary. fringe benefits. relocation trends and employment packages; . Counseling the spouse, if applicable. concerning career opportunities in the new location; . Acting as a liaison between client and candidate in discussing offers and counter offers; . Conducting a fmal round of reference checking with current employers (if not previously done for reasons of confidentiality); and I I . Notifying unsuccessful candidates, who were not recommended for interview, of our decision. Once a determination has been made on which candidate to hire. we will conduct credit. criminal and motor vehicle record checks through an outside service. v. OUR CLIENTS ROLE I I The client has a very important role in the recruitment process. We are not a substitute for your organization. While we may identify and recommend qualified candidates. it is the client who must make the decision about which candidate to hire. I In order to insure that the best candidates are available from which to choose, our clients should be willing to do the following: . Clearly inform us about matters relevant to the search that you wish to keep confidential (e.g., salary. personnel issues, and other privileged information); I . Forward to us copies of the resumes you receive, to avoid duplication of effort; I . Provide feedback to Nonnan Roberts & Associates regarding the information and recommendations provided by us; I . Promptly decide upon and follow up in scheduling interviews with the most promising candidates; and . Assist in providing information to candidates that will enable them to make their career decisions. I By doing the above, we will maximize the likelihood of mutual success. I I NORMAN ROBERTS & ASSOCIATES, I~c. I I I City of Clearwater. FL December 27. 1996 Page 7 of 8 I Finally. please be reminded that the United States Immigration Reform and Control Act of 1986 requires that all employers verify an employee's eligibility to work in the United States. Since Norman Roberts & Associates cannot serve as your agent in this matter. your hiring process should include this verification procedure. VI. TIME FRAME I We propose the following schedule for the performance of this agreement: 1st week Meet with the Mayor. Members of the City Commission and other appropriate individuals to gather background information. I I 2nd to 3rd week Develop and obtain approval for the Recruitment Profile. Develop a list of potential candidates to target. Prepare and place advertisements. if desired. I 4th to 7th week Active recruitment-solicit, receive and acknowledge resumes. 8th week Evaluate resumes and gather supplemental information. I I 9th week Submit progress report and meet with the Mayor and Commissioners to review leading candidates. 10th to 12th week Verify degrees and certifications. conduct reference checks. and interview the best qualified candidates. 13th week Submit fmal report and initiate the interview process with the Mayor. Commissioners and other appropriate individuals. I I Following Interviews Supplement references (if necessary); conduct credit. criminal. and motor vehicle record checks; and assist with negotiations. vn. PROFESSIONAL FEES AND EXPENSES I I I I We propose a fixed fee of $15.000 for the work outlined above. In addition. we are reimbursed for expenses such as for advertising. travel. interviewing. sourcing and support services. as well as allocated costs such as telephone. postage. photocopying and other related items. These expenses will not exceed $8.000 for a nationwide search without written authorization from you. Please note that this amount for expenses does not include reimbursement of candidates who travel to be interviewed by you. Unless you notify us to the contrary. we will assume that you will handle these reimbursements directly. We will submit three equal monthly invoices for fees. plus an amount for expenses. due and payable upon receipt. Our first billing is due upon your authorization to proceed. I Though we are committed to working with you until a placement is made. our fees and expenses are not contingent upon our success in placing a candidate with your organization. However. if the selected candidate (other than an internal candidate) should be terminated within one year from the date of hire. we will redo the search for no additional professional fee. Naturally. we would expect to be reimbursed for any expenses that might be incurred. Additionally. in the event that more than one executive is hired in connection with work I I NORMAN ROBERTS & ASSOCIATES, r"c. I I I I I I I I I I I I I I I I I I I City of CleaIWater. FL December 27. 1996 Page 8 of 8 performed by us (1.e.. for another position within your organization). a full professional fee will be due for each executive hired. You may discontinue this assignment at any time by written notification. In the unlikely event that this occurs. you will be billed for all expenses incurred to the date of the cancellation and for professional fees. based upon the time elapsed from the commencement of the assignment to the date of cancellation. If a cancellation occurs within the first thirty days of the assignment. following either verbal or written authorization to proceed. the first installment of professional fees will be due in full. If a cancellation occurs thereafter. the fee will be prorated based upon the number of calendar days which have elapsed. If a cancellation occurs after ninety days. all professional fees will be due in full. vm. GENERAL PROVISIONS Our ability to carry out the work required is heavily dependent on our past experience in providing similar services to others. and we expect to continue such work in the future. We will. however. preserve the confidential nature of any information received from you or developed during the work in accordance with our estabUshed professional standards and consistent with the Florida Sunshine Law. We assure you that we will devote our best efforts to carrying out the work required. The results obtained. our recommendations and any written material we provide will be our best judgment based on the information available to us and our Uability. if any. shall not be greater than the amount paid to us for the services rendered. This letter shall constitute the agreement between us and it may not be modified except in writing by both parties. IX. ACCEPI'ANCE If this proposal meets with your approval. please sign below and retum one copy to us. SUBMITTED BY NORMAN ROBERTS & ASSOCIATES, INC.: Signature: Name: Title: Date: ~~~ Norman C. Roberts President December 27. 1996 ACCEPTED FOR THE CITY OF CLEARWATER, FL: Signature: Name: Title: Date: NOR \1-\ :-; ROBERTS [of Ass 0 C I .-\ T E s, I" c . I I I I I I EXHffiIT A NORMAN C. ROBERTS I Norman Roberts pioneered the field of public sector recruitment over 25 years ago. Prior to establishing Norman Roberts & Associates, Inc. in 1988, Mr. Roberts was a Senior Vice President of Korn/Ferry International (KFI). He joined KFI in 1976 and was founder and manager of the finn's national public sector. not-for-profit, education and health care executive search practices. Mr. Roberts was previously employed for five years by Arthur D. Little, Inc. (ADL), where he conducted general assignments to recruit executives for local governments and associations. Among the many placements made by Mr. Roberts was the President of the Los Angeles Olympic Organizing Committee, Mr. Peter Ueberroth. I I I I I Before joining ADL. Mr. Roberts was a senior consultant with Peat, Marwick. Mitchell & Co., during which time he managed several major consulting engagements to provide management assistance to public agencies. For three years before this, he was a senior member of the Executive Director's staff of a federally funded program with a $60 million annual budget. Previously. he was Assistant City Administrator of the City of Lomita. From 1962 to 1965, he was a staff assistant to the City of Los Angeles' Board of Public Works. Mr. Roberts received a Bachelor of Arts degree in Political Science from the University of California at Los Angeles, and a Master's degree in Public Administration from the University of Southern California. In the book The Career Makers, which profiles the top 150 executive recruiters in the nation, Mr. Roberts is ranked as the leading recruiter for both Government Agencies/Municipalities and Engineering. He is among the top ten for Transportation, MIS/Computer Operations, and Women/Handicapped/Minorities, as well as being named a leader in several other areas, including Associations/Societies/Non-Profit Organizations, Health Services/Hospitals, Universities/Colleges/Schools, Public Relations/Government Affairs. Legal, Law / Accounting/ Consulting Firms, Construction and Retail. I I I I Mr. Roberts is a Past President of both the Los Angeles and San Francisco chapters of the American Society for Public Administration (ASPA) and, in 1988, he received the Will Baughman Award for distinguished service to ASPA He was an Advisory Board Member and Past President of the California Executive Recruiters Association (CERA); and is a member of the Western Governmental Research Association (WGRAl. the International City/County Management Association (lCMA), and the International Personnel Management Association (lPMA). He also served on the Board of Children's Institute International and is a Past President. Mr. Roberts has authored numerous articles and spoken before national organizations on the subject of executive recnIitment. I I I .\.'"ORMAN ROBERTS & ASSOCIATES, r"iC I I I EXHIBIT B I I I I ALEX D. McINTYRE Alex D. McIntyre is a Vice President with Norman Roberts & Associates. Inc. specializing in senior level local government executive search. Mr. McIntyre's recent assignments have included city manager/administrator recruitments for the California cities of Berkeley. Buellton, Cypress, Encinitas. San Buenaventura, Signal Hill and Visalia. as well as for the cities of Corpus Christi rrxJ. EI Paso ('IX) and Scarsdale (NY). County manager/administrator searches have included the California counties of EI Dorado. Marin, Shasta. Ventura as well as Maricopa (AZ). Mr. McIntyre also has extensive experience recruiting senior level executives in the areas of general administration, legal, public safety. public works. planning. community/economic development, finance and utilities. I Prior to joining the firm. Mr. McIntyre spent six years as the Assistant to the City Manager with the City of Arcadia. Among his responsibilities there was serving as the Personnel Director. Before joining the City of Arcadia, Mr. McIntyre was an Administrative Analyst for the City of Burbank, and was with them for three years. While there, he worked in the Office of the City Manager as well as in the areas of personnel, budgeting and community development/ redevelopment. I I I I Mr. McIntyre received a Bachelor of Arts degree in Political Science from the University of California at Irvine, and a Master's degree in Public Administration from the University of Southern California. I I Current and prior professional affiliations include: International City and County Management Association (of which he is a member of the Assistants Steering Committee), American Society for Public Administration, International Personnel Management Association, League of California Cities, Municipal Management Assistants of Southern California (MMASC), California Public Employers Labor Relations Association, and California Association of Public Information Officials. From 1991 to 1993, Mr. McIntyre served as the Chair of the San Gabriel Valley Solid Waste Management Joint Powers Authority. I I I I I NOR \! A N ROB E R T S [-r Ass 0 C I _~ T E s, I '-: C . I I I I I I I I I I I I I I I I I I I CLIENT: CONTACT: CLIENT: CONTACT: CLIENT: CONTACT: FLORIDA REFERENCES: CONTACT: CONTACT: CONTACT: CONTACT: CONTACT: EXlUBIT C REFERENCES Name: Title: Phone I: Name: Title: Phone I: Name: Title: Phone I: Name: Title: Phone I: Name: Title: Phone I: Name: Title: Phone I: Name: Title: Phone I: Name: Title: Phone I: Berkeley. CA. City of Shirley Dean Mayor (510) 644-6484 Visalia. CA. City of Mary Louise Vivier Mayor (209) 738-3317 Corpus Christi. TX. City of Mary Rhodes Mayor (512) 880-3100 Merrett Stierheim President. Greater Miami Convention and Visitors Bureau (Former City Manager. City of Clearwater. FL; former County Administrator. Pinellas County. FL; former County Manager. Dade County. FL) (305) 539-3100 David Fischer Mayor. City of St. Petersburg. FL (813) 893-7111 Robert LaSala Deputy County Administrator. Sarasota County. FL (Former Chief Assistant County Administrative Officer. Pinellas County. FL) (941) 951-5727 Donald Stilwell County Manager. Lee County. FL (813) 335-2221 Robert Parkins City Manager. City of Palm Springs. CA (Former City Manager. City of Miami Beach. FL) (619) 323-8215 NOR 'vI A "i ROBERTS & ASSOCIATES, I~c. I I I I I I I I I I I I I I I I I I I EXlUBIT D CHIEF EXECUTIVE SEARCHES FOR GENERAL PURPOSE LOCAL GOVERNMENTS AlABAMA, STATE OF Anniston City Manager ALASKA, STAlE OF Juneau Ketchikan Ketchikan-Gateway Valdez Borough Manager City Manager Borough Manager City Manager ARKANSAS, STAlE OF Little Rock City Manager ARIZONA, STAlE OF Coconino County Glendale Maricopa County Phoenix Scottsdale Tucson County Manager City Manager County Administrative Officer City Manager City Manager City Manager CALIFORNIA, STAlE OF Alameda County Albany Arcadia Bakersfield Baldwin Park Bell Berkeley Beverly Hills Brea Buellton Burbank Camarillo Carson Contra Costa County Corte Madera Cypress Del Mar East Palo Alto EI Dorado County EI Segundo Encinitas Fresno County Glendale Hemet Hercules County Administrator City Administrator City Manager City Manager City Manager City Administrative Officer City Manager City Manager City Manager City Manager City Manager City Manager City Administrator County Administrator Town Manager City Manager City Manager City Manager Chief Administrative Officer City Manager City Manager County Administrator City Manager City Manager City Manager NORMA1': ROBERTS & ASSOCIATES, I:\c. I I I I I I I I I I I. ,I I I I I I I I Hidden H1lls Humboldt County Huntington Beach Laguna Niguel Lawndale Livermore Los Altos H1lls Los Angeles County Malibu Marin County Mariposa County Monterey County Monterey Park Moreno Valley Norco Novato Oakland Ontario Oxnard Palm Springs Piedmont Pomona Redlands Redondo Beach Redwood City Riverside Riverside County Rolling Hills Salinas San Buenaventura San Diego San Diego County San Fernando San Jacinto San Jose San Luis Obispo County San Mateo County Santa Ana Santa Monica Shasta County Signal Hill Solvang Sonoma County Stanton Turlock Tulare County Ventura County Visalia Walnut Creek Chief Executive Searches Page 2 of 5 City Manager Chief Administrative Officer City Administrator City Manager City Manager City Manager City Manager Chief Adm1n1strative Officer City Manager County Adm1n1strative Officer County Administrative Officer County Adm1n1strator City Manager City Manager City Manager City Manager City Manager City Manager City Manager City Manager City Administrator City Manager City Manager City Manager City Manager City Manager County Administrative Officer City Manager City Manager City Manager City Manager County Manager City Administrative Officer City Manager City Manager County Administrative Officer County Manager City Manager City Manager County Adm1n1strative Officer City Manager City Administrative Officer County Administrator City Manager City Manager County Executive Chief Administrative Officer City Manager City Manager NORMA:--; ROBERTS & ASSOCIATES, I:--;c. I I I I I I I I I I I I I I I I I I I Chief Executive Searches Page 3 of 5 COLORADO, STATE OF Arapahoe County Boulder Estes Park Lakewood Northglenn County Administrator City Manager Town Administrator City Administrative Officer City Manager CONNECTICUT, STATE OF Meriden West Hartford City Manager Town Manager FLORIDA, STATE OF Clearwater Fort Lauderdale Gainesville Hillsborough County Lee County Miami Miami Beach Naples Pensacola Sarasota County St. Petersburg City Manager City Manager City Manager County Administrator County Administrator City Manager City Manager City Manager City Manager County Administrator City Manager GEORGIA, STATE OF Albany City Manager ILLINOIS, STATE OF DuPage County Elgin Flossmoor Glencoe Hazel Crest Highland Park Mount Prospect Naperville Peoria Rock Island Skokie Sterling Streamwood Villa Park Wood River Woodridge County Administrator City Manager Village Manager Village Manager Village Manager City Manager Village Manager City Manager City Manager City Manager Village Manager City Manager Village Administrator Village Manager City Manager Village Manager IOWA, STATE OF Ames Sioux City City Manager City Manager NOR'vIA~ ROBERTS & ASSOCIATES, INC. I I I I I I I I I I I .1 I I I I I I I KANSAS, STATE OF Emporta Sedgwick County Wichita MAINE, STATE OF Bangor MARYIAND, STATE OF Prince George's County Rockvi1le MIcmGAN, STATE OF Ann Arbor Grand Rapids Kalamazoo Saginaw Washtenaw County Ypsilanti MINNESOTA, STATE OF Brooklyn Park Coon Rapids Minneapolis Ramsey County St. Louis Park MISSOURI, STATE OF Columbia Kansas City MONTANA, STATE OF Great Falls .NEW YORK, STATE OF Garden City Scarsdale .NEW JERSEY, STATE OF Plainsboro Township NORTH CAROLINA. STATE OF Charlotte Winston-Salem omo, STATE OF Cincinnati OKLAHOMA, STATE OF Bartlesville Enid Chief Executive Searches Page 4 of 5 City Manager County Administrator City Manager City Manager Chief Administrative Officer City Manager City Administrator City Manager City Manager City Manager County Administrator City Manager City Manager City Manager City Coordinator Executive Director City Manager City Manager City Manager City Manager Village Manager Village Manager Village Administrator City Manager City Manager City Manager City Manager City Manager NOR \1 A '\i ROB E R T S & AssocrATEs, I'Jc. I I I I I I I I I I I I I I I I I I I OREGON, STATE OF Lake Oswego Milwaukie SOUTH CAROLINA, STATE OF Myrtle Beach TEXAS, STATE OF Austin Bryan Corpus Christi Dallas El Paso Grapevine VlRGl1YIA. STATE OF Chesapeake Chesterfield County Fairfax County Richmond Virginia Beach WASHINGTON, STATE OF Bel1evue WYOMING, STATE OF Casper Laramie Chief Executive Searches Page 5 of 5 City Manager City Manager City Manager City Manager City Manager City Manager City Manager Chief Administrative Officer City Manager City Manager County Administrator County Executive City Manager City Manager City Manager City Manager City Manager NOR \1 A" ROB E R T S & ASSOCIATES, I'..'c. n.e. Career Ma)iers John Sibbald NORMAN C. ROBERTS President Norman Roberts & Associates, Inc. HIGHER EDUCATION: University of California, Los Angeles B.A., political science, 1962 University of Southern California M.S., public administration, 1967 .....a~~~Br~ etcentll'l.t people in functional . ers are listed alphabeti recruiters and with the ChI . ... ...... ..... ...... .,.\..2,OQOofthehati6ll's larges(O .. za~ tions. While the majority of those listed in thyboQk are ranked in only a few areas of specialization, Mr. Roberts is identified as a lefl~erin fourteen areas: FUNCTIONAL SPECIALIZATION Engineering MIS/Computer Operations WomenlHandicapped/Minorities Legal Public Relations/Government Affairs RANKING Number One Top 10 Top 10 Top 30 Top 30 ORGANIZATlONALIINDUSTRY SPECIALIZATION Government Agencies/Municipalities Transportation Associations/SocietieslN onprofit Organizations Health Services/Hospitals Uni versities/Colleges/Schools Construction Law/Accounting/Consulting Firms Retail Rubber and Plastic Products EMPLOYMENT HISTORY: 1988 to present: President, Norman Roberts & Associates, Inc. 1976 to 1988: Senior Vice President, Korn/Feny International 1971 to 1976: Principal Consultant, Arthur D. Little, Inc. 1969 to 1971: Senior Consultant, Peat, Marwick, Mitchell and Co. 1966 to 1969: Supervisor of Contracts and Management Services, Economic and Youth Opportunities Agency 1965 to 1966: Assistant City Administrator, City of Lomita, CA 1962 to 1965: Administrative Assistant/Board of Public Works, City of Los Angeles, CA ASSOCIATIONS/PROFESSIONAL SOCIETIES: California Executive Recruiters Association (Past President) International City/County Management Association International Personnel Management Association American Society for Public Administration (Past President, Los Angeles and San Francisco chapters) GEOGRAPHIC SCOPE OF RECRUITING ACTIVITIES: Nationwide RETAINER-TYPE RECRUITING EXPERIENCE: 27 years WHAT I LOOK FOR IN GENERAL IN A CANDIDATE: I first look for appropriate training and competency, as demonstrated by the education and experience of the candidate. Thereafter, I focus on personal attributes and management style/abilities. Typically, these include good com- munication skills, a professional presence, self-confidence, honesty and in- tegrity, and the ability to listen. The accuracy and completeness of informa- tion provided to me is indicative of the individual's integrity, and I view this as critical. I am also generally interested in the candidate's enthusiasm, the compatibility of the person's long-term goals with the position we are trying to fill, the appropriateness of his or her salary requirements, and ways of over- coming barriers for accepting a job offer (for example, housing, family com- mitments, and so on). Finally, the quality of the references obtained is a key indicator, as is the content of the background checks. REPRESENTATIVE AND SIGNIFICANT PLACEMENTS: Local Government County Administrators Los Angeles, CA; Fairfax, VA; Maricopa, AZ City Managers - Berkeley, CA; San Diego, CA; San Jose, CA; Miami, FL; Cincinnati, OH; Dallas, TX City of Los Angeles, CA - Exec. Dir., Housing Authority; Administrator, Community Redev. Agency; Gen. Mgr., Information Technology Agency Utilities Metropolitan Water District of Southern California - General Manager East Bay Municipal Utility District - General Manager California Urban Water Agencies - Executive Director Finance Governmental Accounting Standards Board (GASB) - Chair Financial Accounting Standards Board (FASB) - Member Washington State Investment Board - Executive Director State of California - Auditor-General; Executive Officer, Franchise Tax Board; Executive Officer, Public Employees' Retirement System (PERS); Chief Investment Officer - State Teachers' Retirement System (STRS) Health Care Los Angeles County, CA - Director of Health Services Palm Beach County Healthcare District, FL - Executive Director Children's Hospital of Los Angeles - Chief Executive Officer Los Angeles County + Univ. of So. Calif. Medical Center - Exec. Director Transportation Ryder Dedicated Logistics - General Manager Los Angeles County Metropolitan Transportation Authority - CEO Alameda/Contra Costa Transit District - General Manager New Orleans Regional Transit Authority, LA - Executive Director Dallas/Fort Worth International Airport, TX - Executive Director City of Los Angeles, CA - Executive Director, Harbor Department Associa tions/N ot- fo r- Profit Nat'l Assoc. of Housing and Redevelopment Officials (NAHRO) - Exec. Dir. American Water Works Association (AWWA) - Executive Director Children's Institute International- Executive Director Foundation for the Junior Blind - Executive Director Weingart Center - Chief Executive OtIicer Education University of California, Los Angeles - Ass!. Vice Chancellor; Associate Dean George Washington University - Director ofInternational Services Sports/Facilities Los Angeles Olympic Organizing Committee (LAOOC) - President Ladies Professional Golf Association (LPGA) - Commissioner Women's International Tennis Association (WITA) - Executive Director Los Angeles Coliseum and Sports Arena Complex - General Manager City of Greensboro, NC - Coliseum Director NORMAN ROBERTS & ASSOCIATES, INC. Updated May 1996 Executive Search Consultants 1800 CENTURY PARK EAST . Sun 430 . Los ANGELES. CALIFORNIA 90067-1507 TELEPHONE (310) 552-1112 . FACSI\1ILE (310) 552-1113 . E-MAIL: NRAsSOC@AOL.COM