EXECUTIVE RECRUITMENT SERVICES - CITY MANAGER CITY OF CLEARWATER, FL
cc S P M-t:J
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Helping Government Serve The People
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Executive Recruitment Services
City Manager
City of Clearwater, FL
@ Cop}right2000 DMG-MAXlMU5, INC.
.~Il rights reserved.
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AXIMUS
Helping Government Serve The People
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October 19, 2000
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VIA FEDERAL EXPRESS
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Mayor-Commissioner and Members of the City Commission
c/o Mr. George McKibben
Purchasing Manager
City of Clearwater
100 S. Myrtle Avenue
Clearwater, FL 33756
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Dear Mayor-Commissioner and Members of the City Commission:
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In response to your RFP#88-00, DMG-MAXIMUS 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.
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Relative to your present search requirements, we believe some of the principal
advantages in using our firm and what may differentiate us from others are:
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~ 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-20 times;
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~ Our team of over 30 dedicated professionals, researchers and administrative
staff to serve you (these are permanent staff of our firm);
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~ Our familiarity with Clearwater, from prior recruitments conducted for your
City;
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~ 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;
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~ Our sizable research staff skilled in the latest techniques to identify
prospective candidates and, as a search progresses, to assist in gathering
background information on leading candidates; and
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~ The thoroughness of our documented reference and background checks.
We do not merely ask for "five work related references." Rather, we request
very specific references from candidates and, where feasible, gather
newspaper articles via the Internet.
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4438 Centerview Dr., Suite 207 . San Antonio, TX 78228 . 210.738.0456 . Fax: 210.738.0176
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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.
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We look forward with great interest to working with you on this very important
assignment.
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Sincerely,
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Louis J. Fox
Regional Director
Executive Recruitment Services
LJF/nm
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TABLE OF CONTENTS
Firm Qualifications.......... ............................. .................... ......... ........... ................ ...... 1
Background ....... ...................................... .................. ............ ......... ..... ....... ................. 3
Advantages in Utilizing Our Services ......................................................................... 5
The Recruitment Process........................................................................................... 7
Our Client's Role......................................... ..................... ......... ............. ................... 10
Time Frame .... ....................................... ....................... .......... ............ ............. ......... 11
Professional Fees and Expenses............ ................ ........................... ........... ............ 12
Appendix A - Chief Executive Searches for General Purpose
Local Governments Conducted by DMG-M\XIMUS Consultants
Appendix B - Florida Clients of DMG-M\XIMUS Consultants
Appendix C - Biographies
Appendix D - References
Appendix E - Professional Services Agreement
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FIRM QUALIFICATIONS
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DMG-MAXIMUS is committed 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.
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In 1999, Norman Roberts & Associates, Inc. joined with DMG-MAXIMUS. We
believe that the combined resources of the two executive recruitment practices,
with over 30 permanent staff and offices throughout the country, enables us to
provide the best possible service to our clients. DMG-MAXIMUS is a subsidiary
of MAXIMUS (a New York Stock Exchange listed company). Founded in 1975,
MAXIMUS is one of the nation's leading providers of management and
consulting services to state and local governments. The company has provided
services in nearly every state in the United States. MAXIMUS employs over
3,500 people in more than 110 offices located throughout the country, with
most staff having worked for government agencies in the past.
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I believe we are exceptionally well qualified to assist you. We have extensive
experience in recruiting city managers, as well as experience in your geographic
area. In the past five years DMG-MAXIMUS consultants have recruited about
120 city managers, with 25 of those having been for cities with a population of
over 100,000. Detailed lists of related experience are included in Appendices A
andB.
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I will be personally responsible for this assignment and will be assisted by Norm
Roberts, Vice President in our Los Angeles office, as well as Shirl Thomas and
George Castorena in our San Antonio office. Contact information is as follows:
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DMG-MAXIMUS, Inc.
San Antonio Office:
4438 Centerview Drive, Suite 207
San Antonio, TX 78228
Phone: (210) 738-0456
Fax: (210) 738-0176
Los Aneeles Office:
1800 Century Park East, Suite 430
Los Angeles, CA 90067
Phone: (310) 552-1112
Fax: (310) 552-1113
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Our Los Angeles office has been at its current location for about seven years.
Our San Antonio office was opened in 2000. To accomplish this assignment, we
will use the full resources of the firm. Biographies of key staff can be found in
Appendix C, and references can be found in Appendix D.
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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 established professional standards and consistent with the Florida
Sunshine Law.
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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 liability, if any, shall not be greater than the amount paid to us for the
services rendered. A copy of our firm's Professional Services Agreement can be
found in Appendix E.
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BACKGROUND
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It is our understanding that:
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~ You are interested in identifying outstanding candidates and filling the
position as soon as is practical.
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~ You wish to recruit in a thorough and deliberate manner, on a nationwide
basis, that will insure that the best qualified individual is selected.
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~ The starting salary for the position is open and will be dependent on the
qualifications and background of the person selected.
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~ The City of Clearwater is located midway down the West Coast of Florida
between the Gulf of Mexico and Tampa Bay. Clearwater is a residential city
with an estimated permanent population of 110,000. The City is also
known for Clearwater Beach, one of the most beautiful beaches in the
country and as the leading destination on the Gulf Coast for overnight
visitors. Clearwater is part of the larger Tampa Bay metropolitan area that
includes the cities of Tampa and St. Petersburg.
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~ The City of Clearwater operates under a Council-Manager form of
government as established in 1924. The City Commission is comprised of
five members: a Mayor-Commissioner and four City Commissioners.
Members occupy seats numbered one through five inclusive, and the voters
of the City elect all members at large. All legislative power of the City is
vested in the City Commission.
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~ Pursuant to the City Charter, the City Commission appoints a City Manager
who serves as the Chief Administrative Officer and the Chief Executive
Officer of the City. The Charter provides that "The City Manager shall be
appointed on the basis of administrative qualifications, experience and
training. The City Manager need not be a resident of the City or State at the
time of appointment, but shall establish residency within the City within one
year of appointment. The City Manager shall be responsible to the
Commission for the administration of City affairs in his or her charge. . ."
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? The proposed total operating funds budget for the City for FY2000-2001 is
almost $226 million. The Capital Improvement Budget totals about
$87 million in the 2000-2001 Fiscal Year. The number of authorized
positions that are reflected in the FY2000-2001 budget is 1,795 full-time
equivalent positions.
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ADVANTAGES IN UTILIZING OUR
SERVICES
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Relative to your present search requirements, we believe the principal
advantages in using our firm and what may differentiate us from others are:
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~ Our specialization in public sector executive search on a nationwide basis;
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~ Our extensive and unequaled experience in recruiting city managers for
cities with populations over 100,000;
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~ 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-20 times;
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~ Our familiarity with Florida in general, and Clearwater in particular, from
previous recruitments conducted there (e.g., Norm Roberts recruited a
former City Manager for your City);
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~ 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;
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~ Our sizable research staff skilled in the latest techniques to identify
prospective candidates and, as a search progresses, to assist in gathering
background information on leading candidates;
~ Our proven ability to identify and recommend qualified female and minority
candidates;
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~ Our ability to conduct your assignment in a timely and complete manner;
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~ 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
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~ The thoroughness of our documented reference and background checks.
We do not merely ask for "five work related references." Rather, we request
very specific references from candidates and, where feasible, gather
newspaper articles via the Internet.
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THE RECRUITMENT PROCESS
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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. Our familiarity
with the City of Clearwater, knowledge of the field and our relationships with
professional organizations make us well qualified to assist you.
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Our clients have found that we are able to:
y Build consensus among those involved in the hiring process.
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y Develop the appropriate specifications for a position.
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Y Encourage the interest of top-level people who would otherwise be
reluctant to respond to an advertisement.
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y Save a considerable amount of time for client staff in developing and
responding to candidates.
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Y Independently and objectively assess the qualifications and suitability of
candidates for the particular position for which we are recruiting.
If our proposal is accepted, we will do the following:
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Orf!anization and Position Analvsis
We will interview the appropriate individuals to determine views of the position
and concerns regarding desirable training, experience, and personal
characteristics of candidates. We will also gather/review relevant updated
information about the City, such as budgets, organization charts, etc.
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Once our findings have been summarized, we will submit a Recruitment Profile
with the desired qualifications and characteristics for your approval. The
Recruitment Profile that will be sent to potential candidates will include
information about the City, the job and the criteria established by you.
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Recruitment
Once you have approved the Recruitment Profile, we will actively seek out
individuals with superior qualifications and invite and encourage their interest.
Announcements can be placed in professional journals. However, we will rely
heavily on our own experience, contacts and file data.
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As a matter of corporate policy, we will not discriminate against any applicant
for employment on the basis of race, religion, creed, age, color, marital status,
sex, sexual preference, disabilities, medical condition, veteran status or national
origin. A substantial percentage of the placements made by our firm have been
minority or female candidates.
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Preliminarv Screeninfl
We will review, acknowledge and evaluate all resumes received. Preliminary
screening will be based upon criteria 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 screening will be
conducted with the most promising candidates to gain a better understanding
of their backgrounds.
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Proflress RetJortinfl
Upon completion of our preliminary screening, we will assemble and submit a
progress report of the leading candidates to you. This report will include
summary resumes, supplemental information, 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 organization 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.
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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. In this way, you will
not be surprised by the candidates, as you will have seen their qualifications
prior to the final 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.
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Candidate Evaluation
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We will interview (either in person or via video-conference) 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 certifications, conduct credit/criminall
civil litigation/motor vehicle record checks through an outside service, and we
will gather newspaper articles via the Internet.
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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.
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Final RetJOrtimdClient Interviews
We will assist you in scheduling final candidates for interview with your
organization, and will send the candidates packets of information which we
obtain from you (e.g., information about the organization and the geographic
area, budgets, etc.).
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We will prepare a detailed report and evaluation for those seven or eight
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 "briefing
session" immediately preceding your interviews to make sure that the process
flows smoothly, and will assist you in a "debriefing" immediately following the
interviews.
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S/Jecial Assistance
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:
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Y Arranging the schedule of interviews and the associated logistics for final
candidates;
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Y Advising on starting salary, fringe benefits, relocation trends and
employment packages;
Y Acting as a liaison between client and candidate in discussing offers and
counter offers;
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Y Conducting a final round of reference checking with current employers (if
not previously done for reasons of confidentiality); and
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Y Notifying unsuccessful candidates, who were not recommended for
interview, of our decision.
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OUR ULIENT'S ROLE
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The client has a very important role in the recruitment process. While we may
identify and recommend qualified candidates, it is the client who must make the
decision about which candidate to hire.
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In order to insure that the best candidates are available from which to choose,
our clients should be willing to do the following:
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~ Clearly inform us about matters relevant to the search that you wish to keep
confidential (e.g., salary, personnel issues, and other privileged
information) ;
~ Forward to us copies of the resumes you receive, to avoid duplication of
effort;
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~ Provide feedback to DMG-MAXIMUS regarding the information and
recommendations provided by us;
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~ Promptly decide upon and follow up in scheduling interviews with the most
promising candidates; and
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~ Assist in providing information to candidates that will enable them to make
their career decisions.
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By doing the above, we will maximize the likelihood of mutual success.
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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 DMG-MAXIMUS cannot serve as your agent
in this matter, your hiring process should include this verification procedure.
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TIME FRAME
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The following is a typical schedule to conduct a thorough recruitment.
However, we would be pleased to modify this to meet your needs:
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1st week
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2nd to 4th week
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5th to 8th week
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9th week
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10th week
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11th to 13th week
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14th week
Following Interviews
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Meet with the appropriate individuals to gather
background information.
Develop and obtain approval for the Recruitment
Profile.
Develop a list of potential candidates to target.
Prepare and place advertisements, if desired.
Active recruitment-solicit, receive and
acknowledge resumes.
Evaluate resumes and gather supplemental
information.
Submit progress report and meet with you to
review leading candidates.
Verify degrees and certifications, conduct
references and credit/criminal/civil litigation/motor
vehicle record checks, and interview the best
qualified candidates.
Submit final report and initiate the interview
process with you.
Supplement references (if necessary) and assist
with negotiations.
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PROFESSIONAL FEES AND
EXPENSES
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Our budget provides for up to three meetings with the client: one to develop
the Recruitment Profile, one to present our Progress Report, and one to attend
interviews of final candidates. We propose a fixed fee of $17,500 for the work
outlined above. In addition, we are reimbursed for expenses such as for
advertising, travel, interviewing, sourcing, support services, background checks
and other related items, as well as allocated costs such as telephone, postage
and photocopying. These expenses will not exceed $8,500 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.
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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
performed by us (i.e., for another position within your organization), a full
professional fee will be due for each executive hired.
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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 30 days of the assignment, following either
verbal or written authorization to proceed, one-third of the professional fee will
be due. If a cancellation occurs thereafter, the fee beyond the first one-third
will be prorated based upon the number of calendar days which have elapsed.
If a cancellation occurs after 90 days, all professional fees will be due in full.
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AP PEND IX-A
CHIEF EXECUTIVE SEARCHES FOR
GENERAL PURPOSE LOCAL GOVERNMENTS
CONDUCTED BY DMG-MAxIMUS CONSULTANTS*
JLmw, STATE OF
Anniston, City of
Bay Minette, City of
City Manager
City Administrator
AlAsKA, STATE OF
Juneau, Borough of
Ketchikan, City of
Ketchikan-Gateway, Borough of
Valdez, City of
Borough Manager
City Manager
Borough Manager
City Manager
ARIzONA, STATE OF
Apache Junction, City of
Casa Grande, City of
Coconino County
Glendale, City of
Maricopa County
Mesa, City of
Paradise Valley, Town of
Phoenix, City of
Pima County
Prescott, City of
Scottsdale, City of
Tucson, City of
City Manager
City Manager
County Manager
City Manager
County Administrative Officer
City Manager
Town Manager
City Manager
County Manager
City Manager
City Manager
City Manager
AIwNS4S, STATE OF
Little Rock, City of
City Manager
Appendix-l of 1 0
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ClliFORNL\, STATE OF
Alameda, City of
Alameda County
Albany, City of
Anaheim, City of
Arcadia, City of
Atascadero, City of
Atherton, City of
Bakersfield, City of
Baldwin Park, City of
Bell, City of
Belmont, City of
Berkeley, City of
Beverly Hills, City of
Big Bear Lake, City of
Blythe, City of
Brea, City of
Buellton, City of
Buena Park, City of
Burbank, City of
Calistoga, City of
Camarillo, City of
Campbell, City of
Carmel-by-the-Sea, City of
Carson, City of
Cathedral City, City of
Chino Hills, City of
Citrus Heights, City of
Coachella, City of
Concord, City of
Contra Costa County
Corona, City of
Coronado, City of
Corte Madera, Town of
Culver City, City of
Cypress, City of
Dana Point, City of
Del Mar, City of
Desert Hot Springs, City of
East Palo Alto, City of
El Cajon, City of
EI Dorado County
EI Segundo, City of
Encinitas, City of
Fairfield, City of
Fontana, City of
City Manager
County Administrator
City Administrator
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Administrative Officer
City Manager
City Manager
City Manager
City Manager
City Manager
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 Administrator
City Manager
City Manager
Town Manager
Chief Administrative Officer
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
Chief Administrative Officer
City Manager
City Manager
City Manager
City Manager
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Appendix-2 of 1 0
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I Fresno, City of City Manager
Fresno County County Administrative Officer
Fullerton, City of City Manager
Galt, City of City Manager
I Glendale, City of City Manager
Glendora, City of City Manager
Grover Beach, City of City Administrator
I Hanford, City of City Manager
Hawthorne, City of City Manager
Hemet, City of City Manager
I Hercules, City of City Manager
Hesperia, City of City Manager
Hidden Hills, City of City Manager
I Humboldt County Chief Administrative Officer
Huntington Beach, City of City Administrator
Indio, City of City Manager
Inglewood, City of Administrative Officer
I Irwindale, City of City Manager
King City, City of City Manager
La Quinta, City of City Manager
I Laguna Hills, City of City Manager
Laguna Niguel, City of City Manager
Lathrop, City of City Manager
I Lawndale, City of City Manager
Lincoln, City of City Administrator
Livermore, City of City Manager
I Lomita, City of City Administrator
Long Beach, City of City Manager
Los Alamitos, City of City Manager
I Los Altos Hills, Town of City Manager
Los Angeles County Chief Administrative Officer
Malibu, City of City Manager
I Mammoth Lakes, Town of Town Manager
Marin County County Administrator
Mariposa County County Administrative Officer
I Martinez, City of City Manager
Marysville, City of City Administrator
Menlo Park, City of City Manager
Milpitas, City of City Manager
I Modesto, City of City Manager
Monrovia, City of City Manager
Monterey County County Administrator
I Monterey Park, City of City Manager
Moreno Valley, City of City Manager
Morgan Hill, City of City Manager
I Mountain View, City of City Manager
Needles, City of City Manager
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I Appendix-3 of 1 0
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Nevada County
N orco, City of
Novato, City of
Oakland, City of
Ontario, City of
Orange, City of
Orange County
Orinda, City of
Oxnard, City of
Palm Springs, City of
Palo Alto, City of
Park City, City of
Paso Robles, City of
Piedmont, City of
Pitts burg, City of
Pleasanton, City of
Pomona, City of
Rancho Palo Verdes, City of
Redding, City of
Redlands, City of
Redondo Beach, City of
Redwood City, City of
Ridgecrest, City of
Riverside, City of
Riverside County
Rolling Hills, City of
Sacramento County
Salinas, City of
San Buenaventura, City of
San Clemente, City of
San Diego, City of
San Diego County
San Fernando, City of
San Gabriel, City of
San Jacinto, City of
San Joaquin County
San Jose, City of
San Luis Obispo County
San Mateo County
Santa Ana, City of
Santa Monica, City of
Selma, City of
Shasta County
Signal Hill, City of
Solvang, City of
Sonoma County
South Lake Tahoe, City of
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County Administrator
City Manager
City Manager
City Manager
City Manager
City Manager
Chief Executive Officer
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Administrator
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Administrator
City Manager
County Administrative Officer
City Manager
County Executive
City Manager
City Manager
City Manager
City Manager
County Manager
City Administrative Officer
City Manager
City Manager
County Administrator
City Manager
County Administrative Officer
County Manager
City Manager
City Manager
City Manager
County Administrative Officer
City Manager
City Administrative Officer
County Administrator
City Manager
Appendix-4 of 1 0
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South Pasadena, City of
South San Francisco, City of
Stanton, City of
Sunnyvale, City of
Tehachapi, City of
Temecula, City of
Thousand Oaks, City of
Tracy, City of
Truckee, City of
Tulare, City of
Tulare County
Turlock, City of
Vallejo, City of
Ventura County
Visalia, City of
Vista, City of
Walnut, City of
Walnut Creek, City of
West Covina, City of
West Hollywood, City of
Westminster, City of
Whittier, City of
Woodland, City of
Yorba Linda, City of
Yucaipa, City of
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CoLOIW)O, STATE OF
Arapahoe County
Aurora, City of
Avon, City of
Boulder, City of
Commerce City, City of
Estes Park, Town of
GrandJunction, City of
Greenwood Village, City of
Lakewood, City of
Longmont, City of
Northglenn, City of
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COLUMBU,D~TmCTOF
District of Columbia
District of Columbia Financial
Responsibility & Management
Assistance Authority
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City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
County Executive
City Manager
City Manager
Chief Administrative Officer
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
County Administrator
City Manager
City Manager
City Manager
City Manager
Town Administrator
City Manager
City Manager
City Administrative Officer
City Manager
City Manager
City Administrator;Deputy Mayor for
Operations
Chief Management Officer
Appendix-5 of 1 0
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I CONNEL'rICUT, STATE OF
Meriden, City of
West Hartford, Town of
I FLORIDA, STATE OF
I Alachua County
Bay County
Boynton Beach, City of
I Clearwater, City of
Fort Lauderdale, City of
Gainesville, City of
Hillsborough County
I Jupiter, Town of
Lee County
Miami, City of
I Miami Beach, City of
Miami-Dade County
Naples, City of
I Palm Beach, Town of
Pensacola, City of
Riviera Beach, City of
I Safety Harbor, City of
Sarasota County
St. Petersburg, City of
I GEORGIA, STATE OF
Albany, City of
I Fulton County
Lowndes County
I ILLINOIS, STATE OF
DuPage County
I Elgin, City of
Flossmoor, Village of
Glencoe, Village of
Hazel Crest, Village of
I Highland Park, City of
McHenry, City of
Mount Prospect, Village of
I Napenrille, City of
Peoria, City of
Rock Island, City of
I Skokie, Village of
Sterling, City of
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City Manager
Town Manager
County Manager
County Administrator
City Manager
City Manager
City Manager* *
City Manager
County Administrator
Town Manager
County Administrator
City Manager
City Manager
County Manager
City Manager
Town Manager
City Manager
City Manager
City Manager
County Administrator
City Manager
City Manager
County Manager
County Manager
County Administrator
City Manager
Village Manager
Village Manager
Village Manager
City Manager
City Administrator
Village Manager
City Manager
City Manager
City Manager
Village Manager
City Manager
Appendix-6 of 10
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I Streamwood, Village of
Villa Park, Village of
Wood River, City of
Woodridge, Village of
I IOWA, STATE OF
I Ames, City of
Sioux City, City of
I KANSAS, STATE OF
Emporia, City of
Sedgwick County
I Wichita, City of
I MAINE, STATE OF
Bangor, City of
Lewiston, City of
I ItRYUND, STATE OF
Columbia Association, The
I Prince George's County
Rockville, City of
I MICHIGAN, STATE OF
Ann Arbor, City of
I Bay City, City of
Berkley, City of
Branch County
I Essexville, City of
Grand Rapids, City of
Kalamazoo, City of
Saginaw, City of
I St. Joseph, City of
Washtenaw County
Ypsilanti, City of
I MlNmItTA, STATE OF
I Brooklyn Park, City of
Coon Rapids, City of
Minneapolis, City of
I Ramsey County
Sandstone, City of
St. Louis Park, City of
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Village Administrator
Village Manager
City Manager
Village Manager
City Manager
City Manager
City Manager
County Administrator
City Manager
City Manager
City Administrator
President/Chief Executive Officer
Chief Administrative Officer
City Manager
City Administrator
City Manager
City Manager
County Manager
City Manager
City Manager
City Manager
City Manager
City Manager
County Administrator
City Manager
City Manager
City Manager
City Coordinator
County Executive
City Administrator
City Manager
Appendix-7 of 10
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I MIssOURI, STATE OF
Branson, City of City Administrator
Columbia, City of City Manager
I Kansas City, City of City Manager
I MONTANA, STATE OF
Great Falls, City of City Manager
I NEVADA, STATE OF
Las Vegas, City of City Manager
North Las Vegas, City of City Manager
I NEW JERSEY, STATE OF
I Plainsboro Township Village Administrator
NEW MExIco, STATE OF
I Los Alamos County County Administrator
I NEW YORK, STATE OF
Garden City, Village of Village Manager
Scarsdale, Village of Village Manager
I NORm CMlOLINA, STATE OF
Charlotte, City of City Manager
I Winston-Salem, City of City Manager
I Omo, STATE OF
Cincinnati, City of City Manager
I OKLAHOMA, STATE OF
Bartlesville, City of City Manager
Enid, City of City Manager
I OREGON, STATE OF
I Astoria, City of City Manager
Coos Bay, City of City Manager
Corvallis, City of City Manager
I Eugene, City of City Manager
Grants Pass, City of City Manager
Lake Oswego, City of City Manager
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I Appendix-8 of 1 0
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Lane County
Medford, City of
Milwaukie, City of
Ontario, City of
Pendleton, City of
Roseburg, City of
Salem, City of
Tualatin, City of
Wilsonville, City of
SoIlTB CAROLW, STATE OF
Greenville, City of
Myrtle Beach, City of
TEns, STATE OF
Austin, City of
Bellaire, City of
Brownsville, City of
Bryan, City of
Corpus Christi, City of
Dallas, City of
EI Paso, City of
Grapevine, City of
Longview, City of
San Antonio, City of
West University Place, City of
UTAH, STATE OF
Park City, City of
VIRGINIA, STATE OF
Alexandria, City of
Arlington County
Chesapeake, City of
Chesterfield County
Fairfax County
Richmond, City of
Virginia Beach, City of
County Administrator
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
Chief Administrative Officer
City Manager
City Manager
City Manager
City Manager
City Manager
City Manager
County Manager
City Manager
County Administrator
County Executive
City Manager
City Manager
Appendix-9 of 1 0
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WASHINGTON, STATE OF
Bellevue, City of
Kirkland, City of
Normandy Park, City of
Vancouver, City of
City Manager
City Manager
City Manager
City Manager
WISCONSIN, STATE OF
Barron County
Fond du Lac, City of
Muskego, City of
Portage, City of
Administrative Services Coordinator
City Manager
City Manager
City Manager
WYOMING, STATE OF
Casper, City of
Laramie, City of
City Manager
City Manager
*Some searches were managed and/or conducted by DMG-MAXIMUS consultants
while with former employers.
**Searches in which we assisted with the recruitment process.
10/15/00-10/17;00
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Appendix-lOaf 10
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APPENDIX-B
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FLORIDA CLIENTS OF
DMG-MAxIMUS CONSULTANTS*
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Alachua County
Bay County
Bay County Tourist Development
Council
Boynton Beach, City of
Broward County
Clearwater, City of
Fort Lauderdale, City of
Gainesville, City of
Hillsborough County
Indian River County
Indian River, City of
Jacksonville Transportation
Authority
Jupiter, Town of
Lakeland, City of
Lee County
Miami Beach, City of
Miami-Dade County
Minority;W"omen Business
Enterprise Alliance
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Naples, City of
North Miami Beach, City of
Orange County
Palm Beach County
Palm Beach County Healthcare
District
Palm Beach, Town of
Panama City, City of
Pensacola, City of
Riviera Beach, City of
Safety Harbor, City of
Sarasota Bradenton Airport
Sarasota County
South Florida Water Management
District
Southwest Florida Water
Management District
St. Petersburg, City of
Sunrise, City of
Tallahassee, City of
Tallahassee!Leon County
*Some were clients ofDMG-MAXIMUS consultants while with former employers.
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10/15/\)0..10/18;00
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Appendix-l of 1
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ApPENDIX-C
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Executive Recruitment Staff
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. Louis J. Fox - Regional Director
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Lou Fox is a Regional Director, Executive Recruitment Services with
DMG-MAXIMU5. Previously, he founded a consulting firm providing assistance
to a wide range of public and private sector clients. In 1990, he was appointed
ChairIProfessor of Trinity University's master's degree program in Public
Administration.
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In 1977, Mr. Fox accepted the position of Deputy City Manager for the City of
San Antonio, and in 1981 he was named City Manager. The 1980s was a
progressive decade for the City. During this period, San Antonio improved its
infrastructure, international airport, employment base, police and fire services,
and downtown and inner city neighborhoods.
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Prior positions include serving as City Manager for the City of Orange, TX;
Assistant City Manager for the City of Overland Park, KS; and Administrative
Analyst for the City of Wichita, KS. He also served in the U.S. Marine Corps.
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Mr. Fox received a Bachelor's degree in Public Administration from the
University of Missouri, Columbia and a Master's degree in Public Administration
from the University of Kansas. He attended the Kennedy School of
Government's Senior Executive Program at Harvard University.
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Mr. Fox is a Past President of the Texas City Management Association and a
former Regional Vice President of the International City/County Management
Association. He has received numerous professional awards, including City &
State Magazine's (currently Governing Magazine) "Best City Manager in
America" award.
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Appendix-l of 4
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. Shirl Thomas - Senior Consultant
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Shirl Thomas is a Senior Consultant, Executive Recruitment Services with DMG-
MAXIMUS. She previously served as Vice President in the consulting firm of
Urban Advisory Services, working with both public and private sector entities.
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In 1993, Ms. Thomas accepted an appointment in Washington, DC as Special
Assistant to Henry Cisneros, Secretary of Housing and Urban Development
(HUD). She continued her work at HUD as a Senior Advisor to the department
that regulated the secondary mortgage market. In 1997, Ms. Thomas was
appointed Director of External Affairs for the U.S. Small Business Administration
(SBA) and managed the three external programs for the SBA.
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From 1975 to 1993, Ms. Thomas served as Executive Assistant to three Mayors
for the City of San Antonio. She was the first female and the first professional to
hold the position. She is also an Air Force veteran.
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Ms. Thomas has a Bachelor's degree in History from Hampton University in
Hampton, VA and a Master's degree in Urban Studies from Trinity University in
San Antonio, TX. She attended the Kennedy School of Government's Senior
Executive Program at Harvard.
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Ms. Thomas is a member of the City Council's Advisory Board for Brooks Air
Force Base and is on the Board of the Corporation for Education and Economic
Development. She is also a member of the Women's International Forum.
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. George C. Castorena - Consultant
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George Castorena recently joined DMG-MAXIMUS as a Consultant based in our
San Antonio office. He has over six years experience working in higher
education in the states of Colorado and Texas. At DMG-MAXIMUS,
Mr. Castorena is responsible for a variety of recruitment activities.
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Mr. Castorena received a Bachelor of Science degree in Business Administration
from Colorado State University and a Master of Science degree in Educational
Administration from Texas A&M University.
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Appendix-2 of 4
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. Norman C. Roberts - Vice President
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Norman Roberts pioneered the field of public sector recruitment over 25 years
ago. During his career, he has managed almost 3,000 senior level recruitments.
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Mr. Roberts became a Vice President with DMG-MAXIMUS when his firm,
Norman Roberts & Associates, Inc., was acquired in April 1999. He served as
President of his own search firm for 11 years. Prior to establishing Norman
Roberts & Associates, Inc. in 1988, Mr. Roberts was a Senior Vice President of
KornlFerry International (KFI). He joined KFI in 1976 and was founder and
manager of the firm'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.
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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.
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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.
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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 AgenciesiMunicipalities and Engineering. He is among the top ten
for Transportation, MIS/Computer Operations, and WomenlHandicapped/
Minorities, as well as being named a leader in several other areas, including
Associations/SocietieslNon-Profit Organizations, Health ServiceslHospitals,
Universities/Colleges/Schools, Public Relations/Government Affairs, Legal, Law/
Accounting/Consulting Firms, Construction and Retail.
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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 a member of the Western Governmental
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Appendix-3 of 4
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Research Association (WGRA). He is currently a member of the Intemational
City/County Management Association (ICMA) and the Intemational Personnel
Management Association (IPMA), and is on the Advisory Board for the School of
Public Administration at the University of Southem California. 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 recruitment.
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Appendix-4 of 4
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ApPENDIX-D
References
CLIENT: Miami-Dade County, FL
CONTACT: Name: Merrett Steirheim
Title: County Manager (Former City Manager,
City of Clearwater, FL)
Phone #: 305-375-1032
CLIENT: Broward County, FL
CONTACT: Name: Phil Rosenberg
Title: Director of Human Resources
Phone #: 954-357-6044
Name: Roger Dejarlais
Title: County Administrator
Phone #: 954-357-7362
CLIENT: Riverside County, CA
CONTACT: Name: Rob Parkins
Title: Assistant County Executive (Former City
Manager, City of Miami Beach, FL)
Phone #: 909-955-1100 or 760-863-8340
CLIENT: City of Tucson, AZ
CONTACT: Name: Jack Redavid
Title: Human Resources Director
Phone #: 520-791-4241
Appendix 1 of 1
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ApPENDIX-E
Professional Services Agreement
Appendix 1 of 1
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PROFESSIONAL SERVICES AGREEMENT
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EXECUTIVE SEARCH SERVICES
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This Agreement is made by and between the City of Clearwater ("the City") and DMG-
MAXIMU5, Inc. ("Consultant").
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1. Search Enl!al!ement. The City agrees to engage the Consultant to perform those services
described below, for completion of the project described as follows: City Manager
recruitment ("the Search").
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2. Services. The Consultant agrees to perform certain services necessary for completion of
the Search, which services shall include the following:
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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) Progress report
g) Detailed reference checks on leading candidates
h) Final report
i) Assist with interviews and negotiations
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A complete description of the services to be provided are contained in a proposal from the
Consultant to the City dated October 18, 2000, which is incorporated herein by reference.
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3. Relationship. The Consultant is an independent contractor and is not to be considered an
agent or employee of the City.
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4. Compensation. As full compensation for the Consultant's professional services performed
hereunder, the City shall pay the Consultant the fixed amount of $20,000 (twenty thousand
dollars) .
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5. Expense Reimbursement. The Consultant shall be entitled to reimbursement for
expenses from the City for such expenses as consultant travel, advertising, sourcing,
background checks, printing/photocopying, postage and delivery, telephone and clerical
charges. Expenses are not to exceed $8,500 (eight thousand five hundred dollars). The
Consultant shall provide the City with a listing of expenses by category of expense as a part
of monthly billings.
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6. 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 a negotiated rate
for professional services, plus reimbursement of expenses. In the event that the City hires,
within one year of completion of this recruitment project, any candidates identified as a
result of Consultant's recruitment project for any position other than City Manager, the City
agrees to pay Consultant a full fee as set forth herein for each candidate hired. For
purposes of this paragraph, "Candidate" is defined to include any and all individuals about
whom information of any sort was provided by Consultant in writing to the City in the
course of this recruitment project. The parties hereto agree that the obligations set forth in
this paragraph shall survive the termination of this Agreement.
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7. 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, as outlined in our proposal.
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8. 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 100 days from the date of
the meeting to develop the Recruitment Profile.
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9. 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; and the Consultant shall provide to
the City all work product completed or in progress at such date and communicate such
recommendations and conclusions to the City as may have been formed by such date.
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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 (Non-Owned and Hired Liability); and Workers' Compensation and
Employers' Liability Insurance.
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11. Miscellaneous.
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a) The entire agreement between the parties with respect to the subject matter hereunder
is contained in this Agreement.
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b) Neither this Agreement nor any rights or obligations hereunder shall be assigned or
delegated by the Consultant without the prior written consent of the City.
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c) This Agreement shall be modified only by a written Agreement duly executed by the City
and the Consultant.
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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.
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e) This Agreement shall be governed by and construed in accordance with the laws of the
State of Florida.
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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:
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Dated:
,2000
DMG-MAXIMU5, Inc.
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By
Norman C. Roberts
Vice President, Executive Recruitment Services
1800 Century Park East, Suite 430
Los Angeles, CA 90067-1507
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Dated:
,2000
City of Clearwater, FL
By
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Title
Address:
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