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PROPOSAL TO RECRUIT THE CITY MANAGER I I I' I I I I I I I I I I I I I I I I C (>S~Y'f\~ d- . G. 0 I Bennett Associates 335 Washington Street Suite ]2 · Norwell, MA 0206 ]-1900 781.659.9950' Fax 781.659.9969 City of Clearwater, FL Proposal to Recruit the City Manager October 20, 2000 I I I I I I I I I I I I I I I I I' .' I I, , Bennett Associates 335 Washington Slree, Snite 12' Norwell, MA 0206[.1900 781.659.9950' Fax 781.659.9969 October 16, 2000 Mr. George McKibben, Purchasing Manager City of Clearwater 100 S. Myrtle Avenue Clearwater, FL 33756-5520 RE: RFP #80-00, Recruitment for City Manager Dear Mr. McKibben: Bennett Associates is pleased to submit this proposal to assist the Clearwater City Commission recruit a new City Manager. We specialize in assisting elected and appointed boards and individuals as they seek administrative talent to lead such complex public service organizations as the City of Clearwater. Bennett Associates is deeply committed to executive search as a specialized fonn of senior-level management consulting that is an indispensable service to organizations in transition. As a retained recruiter, we ascribe to ethical standards which focus on: professionalism, integrity, competence, objectivity, accuracy, avoidance of conflicts of interest, confidentiality, loyalty to the client and candidate, equal opportunity, and the public interest. Our client list reveals extensive experience in recruiting leadership for the nation's cities, counties, and regional authorities. This experience is reflected in our service to Kansas City (MO), Dayton (OR), Washington, DC and the Metropolitan Washington Commission of Governments, the New York City Metropolitan Transportation Authority, the States of Washington, Michigan, Massachusetts and New York, and the Tri-Met Regional Transit Authority in Portland (OR). We have assembled a team of professional recruiters with skills unique to the requirements of the City of Clearwater. The Principal Recruiter and Project Manager for this engagement will be Richard Bennett assisted by Geri Connors and Susan Ruderman. This team has worked together before on many similar engagements, and brings to the challenge unique skills and resources vital to the requirements of the City of Clearwater. Resumes of the project team are contained in the Appendices. City of Clearwater, FL. Page 1. I I I I I I I I I I I I I I I I I I I We appreciate the opportunity to submit this proposal, and look forward to presenting our qualifications and strategies in person to the City Commission. Sincerely, BENNETT ASSOCIATES l.\. L.LLIf" Richard T. Bennett Principal City of Clearwater, FL. Page 2. I I I I I I I I I I I I I I I I I I I , Section 1. Proposal Established in 1981, Bennett Associates is a member-company of Richard T. Bennett & Co. Inc., a Massachusetts corporation. Our EIN is 04-3345331. The firm is solely owned by Mr. Bennett. We serve government and non profit organizations which comprise the civic infrastructure of the country by recruiting experienced leaders into positions that improve the capabilities of these institutions. Bennett Associates' principals have recruited for governors, mayors and city managers, and non profit executive directors to help them fill key positions. Because our principals and staff members have had successful careers in these arenas, we bring to our clients not only our experience in recruiting for the civic sector, but our expertise as seasoned organizational managers. Bennett Associates has developed a specialized executive search practice in board-driven organizations. We are frequently retained by governments, public authorities, hospitals, educational institutions, human service groups, and advocacy organizations specifically because we understand the unique nature of their public missions. We are successful because we identify candidates whose strong business orientation for the management of public agencies is coupled with commitment to public service. We begin with an established set of comparable relationships that enable us to rapidly and reliably reach talented people. The major services of the firm are: Executive Search. Our executive search staff are all full-time professionals, each with extensive management background as key executives in public and non profit organizations. Organization Management. Our clients use the results of our management studies to make a multitude of daily operating and financial decisions. Human Resources. We offer comprehensive persoilllel management services including the design and installation of job evaluation systems and compensation plans, analysis of benefit plans, preparation of policies and procedures, and performance appraisal systems. This proposal outlines The Beilllett Associates Approach, a proven process that consistently identifies excellent candidates for vital leadership positions. Among recruitment firms the elements of a successful search are almost identical; the difference City of Clearwater, FL. Page 3. I I I I I I I I I I I I I I I I I I I' , lies in the emphasis placed on the elements of the search. Bennett Associates is best known for its ability to work with clients in identifying the strategic impact of the hire, the specific accomplishments demanded of the appointee, and then - and only then - identifying and proving the best candidates for the job. In our almost 20 years of consulting and recruiting practice, we have learned that peer comment is usually a better indicator of talent than other measures, but many times only a search firm can obtain candid assessments from other public service professionals. We will solicit these sources on your behalf. In implementing this approach for the City Commission, we will: ~ Design a customized recruitment strategy to match the history and leadership patterns, current issues and future challenges; ~ Develop a recruitment calendar that begins within 10 days of authorization to proceed, and includes routine reporting on our progress leading to a presenting a list of candidates in 60 calendar days; ~ Build a targeted, diverse pool of qualified, proven candidates, relying more on aggressive networking than traditional directed advertising; ~ Deliver to the City Commission, a pool of candidates for interview, negotiation, and hiring; and ~ As requested, guide the Commission's deliberations and evaluation of candidates, facilitate the interview process, and aid in the negotiations surrounding the actual hire. To date, Bennett Associates has recruited professional leadership in 21 states demonstrating our ability to recruit nationally. This is further supported by the geographical distribution of our candidates which validates our skill at networking across the country. The following information is provided to illustrate both our approach to executive recruitment, and what we believe the client has a right to expect as successful outcomes of a search. We have a straightforward, structured search process. We adapt it to your requirements, and ask you to join us as partners in its implementation. At each stage, we provide written materials, explanations, and training as needed. We firmly believe that outcomes City of Clearwater, FL . Page 4. I I I I I I I I I I I I I I I I I I I , are more important than methodology and, therefore, include below what we believe to be many of the outcomes a client can expect from our work. Task One: Understanding the Assignment We begin the search with an intentionally simple question: "How would you know one year, three years, or five years after you hire someone that you had, in fact, hired exactly the right person?" To answer that important question, we meet first with the administrative leadership ofthe client agency or department, key employees, and principal community representatives. We want to understand the culture of the organization and the greater community, the expectations of the key stakeholders that surround this role, and the strategic expectations that the organization and its participants have for the new City Manager. We interview as many stakeholders as possible, exploring with them the measures of future success in the role. Working with the City Commission, we develop a list of community leaders and constituency groups to be interviewed. This list should be representative of those parts of the community that directly interface with the city's government. We will commit two recruiters to at least two on-site interview days. Depending on scheduling, we can meet 40-50 individuals gaining from them a comprehensive picture of Clearwater's history, current issues, future challenges, and leadership requirements. Executive search is a strategic act. When you pick a person, you pick a path. Therefore it is very important to know the client's intended path when we design the search, rather than leave the hire to develop his or her priorities. Considerable effort is invested in this phase which contributes in many ways to the final success of the recruitment. At the conclusion of these interviews, we summarize in a comprehensive Challenge Statement for your review and modification our understanding of the organization's needs, the strategic challenges of this particular role and, as a result, the personal and professional characteristics of the ideal candidate. This process often helps to build a consensus within an organization about its direction and what is expected of new people. It also helps to ensure that we and the City have the same understanding when we begin to network for prospective candidates, and that we can effectively represent the role. We are well known for our ability to help clients truthfully define the challenges of the position in a manner that provides insight into the actual priorities, thus focusing the recruitment on those few individuals capable of doing the job and aiding us in persuading City of Clearwater, FL. Page 5. I I I I I I I I I I I I I I I I I I I , them to pursue the position. Typical Outcomes · Clarify or refocus the strategic direction of the City. · Ifnecessary, purge the ill-feeling from a prior period of upheaval, and refocus the organization on the future. · Identify differences in the expectations of key stakeholders, for the agency or department as a whole, or for the person in this particular position. · Develop a specific set of objectives for the position that can be used to: (1) gauge whether candidates have comparable accomplishments; and, (2) serve as a framework for subsequent performance evaluations of the person hired. · Lift up and examine the implicit values and internal cultural norms of a workplace to: (1) grasp the intangibles of personal fit and management style currently; and, (2) frame the challenge of diversifying leadership in the organization. · Prepare an extensive profile of the challenges and opportunities facing the hiring organization, and the criteria and expectations for a successful candidate. The process focuses the organization on developing a statement to which all stakeholders can subscribe. The product enables us to confidently present and effectively promote the position to our sources and to potential candidates. Task Two: Networking and Screening of Prospective Candidates In this phase of our work, we seek to answer the question: "What experience would prepare a candidate for the challenges that are inherent in this role? " We want to know the nature and magnitude of tasks, and what measure of success they have achieved, to prepare them for their work in this position. Once we have identified our target employers, we will systematically canvass them to find candidates who match your requirements. Our on-going work in all sectors enables us to search electronically, systematically, and reliably for talented people. We do not rely on professional announcements alone to generate applicants. Utilizing our own automated data base, the Internet, resources from past recruitments, and arduous City of Clearwater, FL . Page 6. I. I I I I I I I I I I I I I I I I I I , telephone networking, we are able to quickly develop pools of qualified candidates. Many of the people we will identify are busy and successful in their work and are not looking for another assignment. To attract them, we will stress the unique challenges of this opportunity, working closely with you to develop this portion of our presentation. During the course of this networking phase of our work, we will want to speak with you regularly in order to keep you up-to-date on the progress and scope of the search. At the conclusion of our networking, we will have an extensive pool of prospective candidates. Typical Outcomes: · Develop a pool of candidates that is more than applicants, by aggressively seeking out the best people in the field whether or not they are looking for a new job, and attempting to persuade them. · Seek out unconventional candidates, not just those who do similar work currently, by looking into related fields and to those who have met similar challenges in other sectors or venues. · In doing both of the above, explore fully the distinct networks that more readily yield good candidates who are women and people of color. Over the last two years, 56% of those hired at the conclusion of our searches have been people of color and/or women. · Examine internal candidates by the same standards and process by which external candidates are evaluated, avoiding both the unfair liabilities of the prophet in his/her own country, and the allure of the comfortable and familiar choice. · Ensure thoroughness overall, leading to the confidence that, as we together narrow the pool, we are choosing from among the best talent available. · Engage our client in what we are learning about the field, and in shaping our understanding of what is most important in candidates so that we stay on track. Task Three: Interviewing, Recommendation of Finalists, and Reference Checking We will then conduct preliminary interviews and reference checks, and submit written comments on the most promising candidates to the City Commissioners. When our clients hire us, they seek assurance that the hire we recommend will succeed. We take City of Clearwater, FL. Page 7. I I I I I I I I I I I I I I I I I I I I that challenge seriously; the capacity to provide that assurance is at the core of our practice. Like every recruiter, we have a method. We learn a candidate's history to measure whether this person has encountered challenges that are analogous in scale to the work contained in this role. We track the individual's career, ascertaining in each successive role why the person was hired for that particular job, what he or she discovered, who they answered to and interacted with, what ideas were essential to success, what conflicts erupted, and how the candidate measured results. When we walk precisely through a person's career, we begin to see patterns, both in what candidates avoid and what they embrace. We treat these as predictors about how the candidates will perform in the future. Although our interviews are comprehensive, they are not the sole barometer. In order to test the hypotheses we develop from our interviews, we conduct preliminary reference checks and background verifications on the finalists. Our personal interviews and reference checks are extremely thorough. We speak with employers, professional peers, and subordinates, systematically probing the same questions with references that we explore with the candidate. We will aid the City Commission in preparation for semi-finalist interviews. We will review the challenges and criteria for the position as outlined originally. We will provide written and oral guidance on the interview process. Normally, we participate in the interviews as an observer and are available to answer questions and assist the client in their evaluations and selections. If it is useful, we can help structure the discussion, suggest questions, and offer a format for comparison that can aid in selecting finalists. Weare always prepared to offer our opinions and recommendations, but we believe these choices are the client's to make, and we only make recommendations when requested. Typical Outcomes: · Preserve our client's good reputation by acknowledging all applications and nominations, keeping prospective candidates advised of their status, handling rejected candidates with consideration, informing important sources on the progress of the search, and by our attention to courtesy and confidentiality in our communications throughout. · Develop a pool sufficient to yield six to ten candidates for personal interview and preliminary reference checking. From that group, we work closely with our client City of Clearwater, FL . Page 8. I I I I I I I I I I I I I I I I I I I , to narrow the pool to four to eight semi-finalists to be interviewed by the client. · Reveal and present those candidates as a coherent whole, assessing issues of character and disposition as well as knowledge and skill in determining who is likely to be a suitable candidate, and gauging their balance of knowledge, experience, ability, drive, and organizational savvy in relation to the requirements ofthe job. · Answer through experience, not conjecture, what we and our clients most want to know about the finalists, by questioning in depth people (both on and off a candidate's list) who have experience with their work. · Confirm the finalists come with no skeletons in the closet, no unpleasant revelations lurking, no subsequent surprises in the newspaper. Task Four: The Final Choice A good search may be difficult to close. If there are several strong candidates whose strengths and weaknesses are known in detail, making the final choice is often hard. Alternatively, some candidates may require additional persuasion to leave jobs they already enjoy. We help our clients make a well-informed choice by profiling each candidate in the context of the job and its requirements. Negotiating the conditions of employment is the sole responsibility of the City of Clearwater. While we firmly believe the final choices are yours, we can help to establish the framework for the negotiations, clarify issues, and review the requirements of the employment relationship. We are also prepared to playa role in the actual negotiations between the candidate and the client, if asked. At the end of the search, all applicants will be appropriately notified of the result. Typical Outcomes: · Enable both the organization and the final candidate to confidently make an informed decision. · Overcome inertia, not only by persuading the chosen candidate ofthe compelling opportunities and challenges of the job, but by aiding the candidate and his or her family in dealing with the complications and stresses ofthe transition. City of Clearwater, FL. Page 9. I I , I I . Mediate as needed the client's negotiation of a compensation package and terms of employment with the final candidate, by gleaning those factors that either party may legitimately want kept confidential, and by suggesting solutions and alternatives. I I I I I I I I I I I I I . Summarize for both our client and the person hired what we have learned in the course of the search about the organization's work in the context of the field. . Ensure that the person hired will fit, will succeed, and will stick. . Warranty that ifthey don't, we will find someone who will, for no additional fee. Time Schedule. While human beings and their decisions about career choices are not easily programmed, the following chart reflects a realistic assessment of the time required for completion of the various phases of a full search. We commit to providing all the professional time required to successfully complete each recruitment to your total satisfaction. Weeks marked with a "( )" are designated as regular reporting periods unless otherwise directed by the City Commission. WEEK: (2) 3 (4) 5 (6) 7 (8) 9(10) 11 Phase 1: Understanding the Assignment Deliver Scoping Letter . Phase II: Networking and Screening of Prospective Candidates . . . . . . Phase III: Interviewing and Reference Checking Client Interviews Final References . Phase IV: The Final Choice Offer. . I City of Clearwater, FL . Page 10. I I I I I I I I I I I I I I I I I I I I , We will begin the recruitment within 10 days of receiving the signed authorization to begin the search. At the beginning of the engagement, a detailed recruitment strategy will be prepared and submitted for your approval. Based on past experience, we can generate a preliminary pool in the first six weeks, and a final pool within the next four. Because recruitment is ultimately a "people business" involving many personal schedules, the usual setbacks to an orderly timetable involve delays caused by holidays, vacations, professional schedules, and the consequent problems with availability. City of Clearwater, FL . Page 11. I I I I I I I I I I I I I I I I I I I e Section 2. Qualifications of the Staff The members ofthe Project Team for this engagement have been selected specifically for this project, based on the fit between their experience and the City of Clearwater. Several of our associates come to Bennett Associates from long careers in executive recruitment with deep experience in the public transportation industry. We commit to using this Team without substitution, nor do we anticipate using subcontractors on this engagement. Resumes are included in the Appendices. Richard T. Bennett will provide strategic leadership and oversight for this engagement. He brings to this project more than 30 years experience as both a public administrator and consultant to governments and non profit organizations. As the firm's Principal, he is responsible for all administrative matters in addition to serving as the lead recruiter on all engagements. He has actively recruited for a wide variety of policy, executive, administrative and technical professionals. Susan C. Ruderman will be the engagement's Researcher. She brings to the assignment both academic and practical training in information retrieval and the use of computerized networks for candidate identification. City of Clearwater, FL. Page 12. I I I I I I I I I I I I I I I I I I I . Section 3. Price Proposal, Guarantees and Assurances Our Professional Fee for this recruitment is $25,000, plus Direct Expenses not to exceed $6,000. As an accommodation to the City of Clearwater, this shall be payable in three monthly installments, the first at the beginning of the search, the second on 30 calendar days, and the third when a candidate is hired. We will also bill you monthly for actual expenses necessary to successfully complete the search, including long distance telephone calls, facsimile transmissions, postage, photocopying, advertising, meals, travel, lodging, and other necessary and proper costs shall be advanced by Bennett Associates and reimbursed by the City of Clearwater upon presentation of the receipts and an itemized statement therefor. Unless there are special circumstances, we expect payment within 30 days of the statement date. Reimbursement of candidate's interview expenses with the City Commission will be your responsibility, and we shall arrange to have these expenses submitted directly to you. As a retained recruiter, we expect to manage the entire engagement relying on the City of Clearwater to vest in us complete responsibility for identifying and recruiting the best candidates. Therefore, all candidates regardless of how they are generated, must pass through our review process to ensure that the final pool of candidates are equally qualified and competitive. ~ We guarantee you that we will identify and recruit highly qualified candidates for this position. This guarantee is valid regardless of the time and effort required to complete the search to your full satisfaction. You commit, in return, to respond to our inquiries and candidates in a timely manner, to pay our bills promptly, and to provide honest guidance to us in the course of the search on both position definition and candidates. ~ To stand behind our service and reputation, and to guarantee that we take pride in and have full confidence in the quality of our work, if you hire a candidate whom we have found and recommended, and if you choose to terminate the person for any reason excepting disability, or if the person leaves for any reason excepting death or disability, within twelve months from the date of hire, we will reopen this search and replace the person for no additional professional fee. The only charge to you would be for Direct Expenses as outlined above. This guarantee is offered provided the client requests such a process within 30 calendar days of the separation. ~ If you choose to terminate our relationship at any time, your obligation to us City of Clearwater, FL. Page 13. I I I I I I I I I I I I I I I I I I I , would be limited to the number of months elapsed since the official start date of the contract, at the monthly rate agreed to in the schedule above. ~ If, in the course of this search, we introduce you to a person whom you hire for another position within twelve months of the closing of this search, we will bill you 75% of the Professional Fee for this recruitment. ~ Bennett Associates understands that this recruitment is a highly confidential process and that no information will be released regarding applicants for the position, interview data and/or interview locations to anyone other than the City of Clearwater. ~ This proposal is valid for twelve months from the this date allowing the City of Clearwater, to retain our services for other recruitments. This allows you to use our services without further solicitations. City of Clearwater, FL. Page 14. I I I I I I I I I I I I I I I I I I II , Section 4. References The recruiters to be assigned to this engagement have significant personal experience as reflected in the following recruitments. A complete client list is included in the Appendices. Our recruiters have served the following relevant clients. ~ Kansas City, MO ~ Dayton,OB ~ Palm Beach County, FL ~ District of Columbia ~ Commonwealth of Massachusetts ~ City of Boston, MA ~ State of Michigan ~ State of New York We believe that the above recruitments provided by our Associates during the course of their careers illustrates our ability to serve the needs of the City of Clearwater. As requested, we provide the following references. Additional references will be provided on request. See the Appendices for our Representative Client List. State of Michigan Contact: Position: Richard Liles, Department of Management and Budget 320 S. Walnut Lansing, MI 517/373-2635 18 positions including Cabinet Directors and Department Administrators. District of Columbia and Metropolitan Washington Commission of Governments Contact: Michael C. Rogers, Former City Administrator currently Executive Director of the Metropolitan Washington Council of Governments 777 North Capitol NE Washington, DC 20002 202/962-3210 Position: 8 positions City of Clearwater, FL. Page 15. I I I I I I I I I I I I I I I I I I I , International City/County Management Association - Retirement Corporation Contact: Girard Miller, President and CEO 777 North Capitol, NW Washington, DC 20002 202/962-4610 Positions: Board Members of the Retirement Corporation and the Vantage Point Board of Directors. City of Dayton, OH Contact: Positions: William Estabrook, Former City Manager Currently City Manager of Miramar, FL 17371 SW 35th Street Miramar, FL 33029 941/967-1555 City Manager and Director of Information Technologies Commonwealth of Massachusetts Contact: Jacqueline Rufo, Assistant to the Commissioner 24 Farnsworth Street Boston, MA 02210 617/748-2104 Position: Commissioner of Social Services City of Clearwater, FL. Page 16. I I I I I I I I I :1 I I I I I I I I I , Section 5. Appendices A: Resumes of Project Team B. Copy of Profile and Challenge Statement C: Equal Opportunity Statement D: Representative Client List City of Clearwater, FL . Page 17. I I I I I I I I I I I I I I I I I I I , RICHARD T. BENNETT Principal PROFESSIONAL HISTORY Principal, Bennett Associates, 1981-Present Bennett Associates is an executive recruiting and management consulting firm specializing in management services to state and local government, school systems, nonprofit organizations, and healthcare providers. Representative engagements include: recruitment and selection, budgeting/finance/capital improvement programming systems, organizational development and transitions, maintenance management systems, classification and compensation engagements, economic/community development programs, and interim management. During this period, Mr. Bennett co-owned The PAR Group of Chicago, and Bennett, Isaacson Associates of Boston, and Boyer, Bennett & Shaw of Boston. Town Administrator, Scituate, MA, 1978-1981. A charter created chief administrative officer managing the daily operation of the town employing 200 people expending over $8 million per year. City Manager, Springfield, OH, 1977-1978. Chief administrative officer of a municipality employing 850 employees providing full services to a city of78,000. City Manager, Sidney, OH, 1973-1977. A charter created position managing the public services of a city of 18,000 residents. City Administrator/Clerk, Mason, MI 1971-1973. Served as city manager for a city of 5,800. Administrative Assistant, in Midland and Wyoming, Michigan, 1967-1971. PROFESSIONAL MEMBERSHIPS International City/County Management Association Massachusetts Municipal Association EDUCATION Master of Public Administration, University of Michigan. Bachelor of Arts in Political Science, Alma College. F:\BA Resumes and Profiles\RBennett\RBennett Resume.wpd I , I I I SUSAN C. RUDERMAN Senior Associate I I PROFESSIONAL HISTORY I Senior Associate, Bennett Associates, 1997 - Present Bennett Associates is an executive recruiting and management consulting firm specializing in management services to state and local government, school systems, nonprofit organizations, and healthcare providers. Representative engagements include: recruitment and selection of senior state and local officials, staffing and management planning, organizational development as well as compensation and classification studies. I As a senior recruiter and researcher responsible for developing search strategies, networking, and candidate development, Ms. Ruderman plays a critical role in all recruitments and directly contributes to searches seeking fund raisers, program administrators, and directors. I Vice President, Veritas Information Services, 1996 - Present Heads a research consulting practice. Performs online, print and telephone research in support of identification of funding sources for museums, schools, hospitals, and other nonprofit organizations. I I Outreach Coordinator, Project Zero, Harvard School of Education, 1996 - 1997 A grant-funded position in service to a 30 year old think tank in the arts and education. I Director of Research, Isaacson Miller, 1996 Inaugural appointee at Boston's second-largest executive search firm, defined, established, and executed the strategic research process for candidate identification. I Associate Director/Development Research, Harvard University, 1991 - 1996 Managed a development staff during a $2.1 billion fundraising campaign. I Several Positions~ Massachusetts Institute of Technology's Office of Resource Development, 1987 - 1990 Positions ranged from Research Analyst to Assistant Director of Campaign Systems. I EDUCATION I Ed.M., Harvard School of Education, 1996 Certificate of Museum Studies, Harvard Extension School, 1993 A.B., Harvard College I I F:\BA Resumes and Profiles\SRuderman\SRuderman Resume.wpd I I I I I I I I I I I I I I I I I I I I Profile and Challenge Statement on the Search for INTRODUCTION BACKGROUND ON GREENVILLE, SOUTH CAROLINA City Manager City of Greenville, South Carolina Bennett Associates has been retained by the Greenville City Council to recruit a new City Manager. This Profile and Challenge Statement which draws upon our discussions with City leaders and others and will be made available to candidates and key sources. It describes our understanding ofthe organization, and the professional and personal characteristics the ideal candidate should possess. Interested individuals are invited to learn more about Greenville from its web site: www.greatergreenville.com. The City ofGreenville is located in the Upstate Region of South Carolina and is the fourth largest city in the state with a population of 62,454 living in approximately 25 square miles. The city is part of the Greenville-Spartanburg- Pickens MSA and has become the economic hub of the southern portion of the Piedmont Plateau. Although the city is restricted by annexation laws, it has become the center of a region that is home for over 800,000 within a 30-mile radius of the central business district. Over 200,000 individuals work in the city attesting to its economic viability. The region's climate, natural assets, and economic diversity have combined to reinforce the city's role as the regional center for both the state of South Carolina and the southeastern region of the United States. Greenville was originally incorporated in 1831 as the Village of Greenville. In 1869, the village amended its Charter to become a city. In 1976, the city adopted the Council-Manager form of government pursuant to the Home Rule Act of 1975. By all accounts, Greenville and the surrounding region has become the center of a vibrant, rapidly growing economy. Unemployment is practically nonexistent, private investment consistently exceeds $100 million per year, and the number of businesses located inside the city limits grows annually. In summary, the strength of the local economy and the city's role in facilitating improvements has resulted in significant regional and national attention from investors, respected publications, and bond rating agencies. Greenville's accomplishments come in large measure from public-private partnerships and significant citizen involvement not found in many other communities. While it is true that Greenville is not a major cosmopolitan center, it has transformed itself from a textile community to a business and engineering hub which is competing effectively in the global economy. Greenville now boasts significant international investments and welcomes French, German, Indian and Japanese residents. Any City 335 WASHINGTON STREET SUITE 12 NORWELL, MA 070(,1 781-659-9950 FAX: 659-9969 I I Manager will need to understand and work closely with other community leaders from the private sector to a greater degree than other communities and lead within the dynamics of such an environment. I I Economic development continues to be a major initiative, especially in the revitalization of the central business district (CBD). With very little public money and relying instead on private-sector entrepreneurial motives, the city has benefitted from significant investment that has made the downtown a successful mixed use area with healthy retail and substantial commercial ventures, cultural and recreational venues, and residential properties. Since 1988, with the exception of one year, downtown occupancy rates have exceeded 80%. I I I Illustrative of the community's vitality, the downtown has evolved from a 30-year commitment of community leaders using solid land-use planning, and award winning public-private partnerships. Anchored by the Hyatt Complex and the Peace Center for the Performing Arts, major renovations made throughout the entire CBD include: ~ The Poinsett Hotel restoration and Court Street Plaza adjacent to City Hall; I ~ The West End Historic District which is emerging as the region's arts and entertainment district which includes the South Carolina Governors' School for the Arts, local theaters and specialty shopping; I I ~ The Reedy River Park and waterfall which passes through the CBD between the Peace Center and the West End Historic District; and, I ~ The introduction of residential developments which encourage after hours activities and services unusual for central business districts in smaller cities. I I I Nationally, the region is identified with the city, and not the county or the Upstate Region. This has occurred because the city and private developers have been successful in attracting money and jobs into the city, especially the downtown, and thereby reinventing an old southern mill city into an international business destination that remains energized in spite of the development occurring elsewhere in the region. This has been no small accomplishment and is due to many people taking significant leadership roles in the effort. In many respects, it has occurred because of the success of the form of government that has blended the political skills of the Mayor and Council and the administrative skills of the City Manager. I I Ongoing major initiatives include: I ~ Planning for Future Growth and Vitality. The community has completed a number of plans being implemented to guide the development of Greenvi lie. They include the Downtown Transportation Master Plan, Reedy River Corridor Vision Plan, the Pleasantburg Corridor Overlay, and the Comprehensive Plan. I I I I I I I I I I I I I I I I I I I I I ~ Business Retention Program. This program is targeting downtown and outlying commercial properties for accelerated redevelopment. This effort involves new strategies and incentives for annexation, and the development of the Pleasantburg Drive and Western Corridor which have deteriorated in recent years. ~ Information Technology Plan. The City is working to integrate MIS operations for a number of departments to inventory and manage roadways, street signs, traffic signals, landscaping, trees and pavement conditions. ~ Capital Improvement Program. An extensive CIP includes stormwater improvements, sanitary sewer work, landfill closures, parking improvements, and fire station construction projects. ~ Revitalization. The Community Services Department is active in revitalizing the Viola Street and Greenline/Spartanburg communities. Tax Increment Districts have been developed to fund public improvements. Part of this initiative includes the encouragement of neighborhood associations to focus local issues for representation before the City Council and departments. These associations are expected to play a major role in distributing infrastructure investments equally across the community. Greenville is also the heart of the region's cultural assets. Clustered in and around the downtown, the city offers the following venues: ~ The BI - LO Center is a new sports and activity facility that seats over 16,000 people and is home to the new Greenville Grrrowl hockey team and Greenville Rhino arena football team. ~ The Greenville Braves are the class AA farm-team for the Atlanta Braves. ~ The Peace Center for the Performing Arts is a first-class center for the arts which seats over 2,500 and cost $50 million in public and private funds to construct. ~ Governors' School for the Arts is a new magnet school for high school students gifted in the arts. The facility is the result of public entities and private contributors joining forces in winning a siting competition in recognition ofthe region's arts vitality. Greenville has both its share of successes and urban weaknesses. While substantial growth has been achieved, some neighborhoods have not received the necessary services and infrastructure investment to avoid disrepair and subsequent decline. Without detracting from the importance of economic development, community leaders increasingly recognize that there is much more to Greenville than the downtown and major employers. There is now reason to believe that this City Council is committed to achieving a better balance in public investment throughout all the neighborhoods and commercial centers. I I I I I I I I I I I I I I I I I I I ORGANIZA TIONAL DESIGN AND GOVERNANCE CHALLENGES FOR THE CITY MANAGER Demographically, Greenville is a small city, with a larger, urban city attitude. It is very clear that the city is growing, but it has invested primarily in new growth some believe to the detriment of its existing community assets and quality of life. While Greenville is, in many respects, a player in the global economy, it is also the home for relatively few people who require basic public services. Public officials realize that there is no advantage to having a vital downtown surrounded by declining neighborhoods, encompassed by a growing region that is siphoning away development. The question now is how to keep economic development going while shifting more resources, both political and economic, to neighborhood reinvestment and redevelopment. The City Council is composed of a directly elected mayor and six councillors, two of whom are elected at-large and four elected from districts. In the last three elections, six new councilors, including the Mayor, have taken office. The issues propelling the election of a new majority have included: neighborhood redevelopment, urban design, infrastructure repair, and opening governmental processes to increased citizen participation. The Council now works through a committee structure. The committees are Finance, Economic Development, Public Service and Administration, Public Safety, and Quality of Life and Environment. The Mayor appoints the chairpersons, but all members of Council are members of each committee. All legislation is referred first to committee for recommendation. Local tradition has the Mayor playing an active role in economic development. In fact, previous administrations saw close alliances between the Mayor, City Manager and the development communities. It was a successful blend of the powers of persuasion and the skills of the professional urban administrator. Today, in the absence of a permanent City Manager, the relationship has been altered with the Mayor assuming a broader executive role. The traditional separation of policy and administration has been blurred and could benefit from clarification. The City Council appoints the City Manager, City Attorney and Municipal Judge. The City Manager appoints all administrative employees. Eight department heads currently report to the City Manager and are responsible for the following departments: Police, Fire, Economic Development, Community Services, Public Works, Finance, Human Resources, and General Government Services. The current budget totals approximately $72, million. There are 800 employees. Greenville is a wonderful opportunity for a City Manager experienced and skilled at directing the service capacity of the municipality in support of a diverse, energetic community that is perpetually reinventing itself. This is not the position for an individual uncomfortable with shared power arrangements that include local and regional elected officials, a professional staff seeking clear leadership, entrepreneurial developers willing to invest in the community, and neighborhood representatives organizing to change the political structure of the community. This is a complicated, but wonderful challenge for the right individual. The following challenges have been identified for the new City Manager: I I I ~ Keep It Going. It is vitally important that Greenville continue to be a principal player in the region. This will require that the City Manager assertively step into the role of representing the administration in negotiations involving economic development initiatives. The Manager is not the sole representative in these matters, but he/she does occupy a central position committing the City to services, projects and programs. At the same time, the Manager has to hold the administration accountable for all public services. I I I I ~ Governance Issues. In recent years there has been inconsistent administrative leadership which created tension between the City Council, the City Manager and the administration. This is reflected in the turn-over in the City Manager's position with four individuals occupying the position during this period as either City Manager or Interim. The City Council also changed significantly during the same period. These changes have had an impact on the Council's ability to set policy, the City Manager's ability to establish and implement service programs to match public policy, and the department head's confidence that the organization is heading in a thoughtful direction. Tensions have been created leading to confusion, some distrust, and turf consciousness. This period has not served Greenville well. However, all parties are taking appropriate ownership for the situation. I I I The City Council has embarked on a series of facilitator-led work sessions to find better leadership strategies and working relationships. There is evidence that all the parties recognize the need to set clear directions and better understand and accept the roles played by all parties. I I I While the form of government is not in jeopardy, it is important that these work sessions result in a cohesive understanding to reestablish clarity to the working relationships that have served Greenville well in the past. It is perhaps the greatest legacy of the next City Manager to reestablish the boundaries of the position, recognize the role of the Mayor, and reconnect the council to the staff. I Within the administration, the new City Manager must work to rebuild trust and working relationships between department heads, and upwards to the City Council. The election of a new Council majority, supported by broad-based voter support, represents an opportunity for the administration to coalesce around new priorities and develop better lines of communication to the community and the elected leadership. I I ~ Regionalization. City/county consolidation is not on the agenda. The region's shared economic growth and increasing sprawl dictate that the two units of government find shared solutions to service requirements which can benefit both parties and control taxes. Land-use planning is already a shared program with the county providing staff assistance to the city's planning efforts. Incremental change is possible in such areas as fleet management, facilities maintenance, procurement, MIS, recreation, and some financial and human resource services functions. These initiatives need to be accelerated. I I I I I I I I I I I I I I I I I I I I I I Equal Employment Opportunity Policy It shall be the policy of Bennett Associates, personally subscribed to and supported by each of the principals and associates, that we will assure equal opportunity based on ability and fitness for all employees or applicants considered for our client firms regardless of race, color, religion, sex, age, marital or veteran's status, national origin. It is our intent that such policy shall apply, but not be limited to; hiring, placement, job classification, transfer or promotion, demotion, recruitment, advertising or solicitation for employment; rates of payor other forms of compensation; selection for training, career development, and lay-off or termination. This policy shall be disseminated to clients, employees and, on request, prospective applicants. Bennett Associates will endeavor to conduct its business activities only with those client companies/agencies that subscribe to underlying philosophies which protect and encourage the advancement of individual rights and dignity based on personal ability and qualifications. The intent of this policy will apply to internal operations, recruitment, and consulting activities conducted by Bennett Associates. Each employee and sub-contractor acting in connection with employment or consulting projects shall in good faith and with all diligence comply with this stated policy and applicable state and federal laws. Additionally, any form of harassment including overtures or behavior of a sexual nature by employees, vendors, or other persons associated with Bennett Associates is expressly prohibited. Employees, candidates, and clients who feel they have been subject to discriminatory action or harassment in any manner should notify an appropriate manager within their organization and/or one of the principals of Bennett Associates. Richard T. Bennett is designated as the firm's Equal Employment Opportunity Officer and is responsible for implementation, development/training, and investigation of any violations of this policy. -; '- ' ) t--I+- fJ' I~AL0L-~)j\ Richard T. Bennett, Principal ... I I I I Representative Client List Executive Recruitment Clients Personally Served by Associates of the Firm as of March 1, 2000 I I CALIFORNIA San Francisco Bay Area Rapid Transit Authority . Assistant General Manager . Project Manager, Pittsburgh/Antioch Extension Town of Rocky Hill · Town Manager I Yale University . Director of HV AC Engineering . Financial Analysts (2) I CONNECTICUT Channel 3 Country Camp . Executive Director I Community Foundation of Greater New Haven . Executive Director DELAWARE Delaware Transit Corporation . Assistant Director, Statewide Support Services I Connecticut Conference of Municipalities . Assistant Director . Office Manager . Chief Financial Officer FLORIDA Hillsborough Area Regional Transit Authority . Executive Director I The Dexter Corporation . Vice President for Human Resources, Packaging Products Division . Management Development Program Recruits (2) . Board of Directors (consulting) Florida Black Business Investment Board . Executive Director (consulting) I Palm Beach County . Director of Communications I Town of Groton · Town Assessor I Town of Killingly . Town Manager ILLINOIS Chicago Transit Authority . Senior Deputy Executive Director for Transportation (COO) · Senior Manager, Rail Maintenance I City of New Haven . Chief Administrative Officer City of Joliet . Assessment Center, Fire Chief I Town of Plainville · Town Manager City of Peoria . Assessment Center, Fire Chief I Town of Stratford · Finance Director I I I I I MAINE City of Auburn · City Manager I I City of Augusta · Assistant City Manager for Administration and Finance I City of Bangor · Airport Manager I Eastern Maine Electric Cooperative . Plant Superintendent I Kennebec Water District . Superintendent/Water Treatment I Maine Education Association Benefits Trust · Executive Director I City ofWaterville · City Administrator I MARYLAND University of Maryland . Director of Engineering Consulting Services & Infrastructure Planning . Director of Plant Management and Engineering . Director of Site Operations, Kernan Campus . Director of Access Management Medical Facilities Planner I I I MASSACHUSETTS Anonymous Foundation · Director of Evaluation (consulting) I I Town of Ashburnham · Town Administrator · Light Plant Superintendent I I I - Town of Barnstable · Chief of Police Town of Bellingham · Executive Secretary (CAO) Town of Belmont · Executive Secretary (CAO) Boston Housing Authority · Administrator (CEO) Town of Chatham · Chief of Police Assessment Center Town of Charlton · Town Administrator City of Boston · Mayor-elect Transition Team · Transportation Department, Deputy Commissioner for Policy and Planning . Director of Finance and Administration Town of Concord · Town Manager . Chief of Police · Personnel Director · Light Plant Supervisor Town of Douglas · Administrative Assistant (CAO) Town of Dracut · Town Manager Town of Duxbury · Town Manager 2 -- I I I Eldercare Charitable Foundation · Director of Development City of Marlborough · Finance Director I Environmental Futures, Inc. · Senior Vice President (consulting) Massachusetts Turnpike Authority · Communications Engineer I City of Fitchburg · Director of Employee Relations Commonwealth of Massachusetts · Director, Office of Employee Relations · Chief Medical Examiner · Commissioner, Department of Social Services I I Fuller Art Museum, Brockton · Director of Development I City of Gardner · Chief of Police Massachusetts Bay Transit Authority · General Manager (CEO) Massachusetts Land Bank · Director of Devens Division I Goodwin, Proctor & Hoar · Labor Law Associate Massachusetts Community Development Finance Corp. · President I Hampshire County · County Administrator I Harvard University · Director of Labor Relations MassPort · Director of Engineering · Director of Planning & Development I Town of Hull · Town Manager Town of Nantucket · Finance Director I Town of Ipswich · Fire Chief Town of Needham · School Superintendent I City of Lawrence · Administrative Officer · Planning Director · Finance Director · Personnel Director (2) · Director of Public Works City of Northampton · Fire Chief I Town of North bridge · Director of Public Works I Northeast Solid Waste Committee · Executive Director I Town of Manchester-by-the-Sea · Town Administrator I 3 I ... I I I Northeast Public Power Association · Executive Director (2) Woods Hole, Martha's Vineyard, Nantucket Steamship Authority · General Manager I I City of Pittsfield · Chief of Police · Chief of Police Assessment Center Workers Compensation Research Institute · Director of Development I Town of Rowley · Executive Secretary (CAO) I Town of Seekonk · Executive Secretary (CAO) MICHIGAN City of Farmington Hills · City Manager I Town of Southbridge · Town Manager City of Kalamazoo · City Manager I State Street Bank · Product Manager · Productivity Analyst Kalamazoo Nature Center · Executive Director I Town of Stoughton · Chief of Police State of Michigan · Director, Family Independence Agency · Project Director, Child Support Enforcement · Commissioner of Revenue · Chief Deputy Treasurer · ChiefInformation Officer, MI State Police · Chief Information Officer, Dept. of Transportation · State Purchasing Director · Director of Technical Acquisitions · Director, Office of Retirement Systems · CEO, Community Public Health Agency · Director, Child Support Enforcement Program, FIA · Director, Property Management · Director, Community Service Commission · Chief Medical Officer, Dept of Corrections · Federal Liaison, Family Independence Agency · Chief Information Officer, Family Independence Agency · Director of Office Services, Management & Budget I Town of Sutton · Town Administrator I Town of West Springfield · Executive Secretary (CAO) I Town of West ford · Town Manager I Town of West port · Chief of Police I Town of Winchester · Fire Chief · Town Manager Michigan State University · Director, Human Resource Development I City of Wyoming · City Manager I I 4 I ... I I I MISSOURI City of Kansas City · City Manager · Director, Office of Technology & Information Services Buffalo & Fort Erie Public Bridge Authority · Operations Manager (CEO) I Center for Environmental Science and Economics · President I N EW HAMPSHIRE City of Concord · City Manager (consulting) City of Auburn · City Manager I Town of Derry · Town Manager DeWitt and Lila WalJace-Reader's Digest Funds · Director of Evaluation · Evaluation Officer I I City of Dover · Director of Community Services Ford Foundation · Program Officer, Governance & Public Policy I City of Laconia · Chief of Police · Finance Director International Center for Integrative Studies · Chief Financial Officer I City of Portsmouth · City Manager New York City School Construction Authority · President I City of Rochester · Arena Director New York State Office for Technology · ChiefInformation Officer I Town of Salem · Town Manager · Human Resource Director · Chief of Police New York State Department of Transportation · Executive Deputy Commissioner (COO) · Deputy Chief Engineer - Structures I I NEW JERSEY Housing Authority of Bergen County · Assisted Housing Administrator Niagara Frontier Transportation Authority · Executive Director I New Jersey Highway Authority · Executive Director Port Authority of New York and New Jersey · Director of Aviation · Director of Planning and Development · Project Manager, Resource Recovery Project I NEW YORK American Civil Liberties Union · Director of Public Education Port Authority Trans-Hudson Corporation · Superintendent, Car Equipment Division · Asst. Superintendent, Car Equipment Division · Senior Engineer, Signals & Communications I I 5 I I I I · Senior Engineer, Rail Planning Division I Town of Rye · Comptroller · City Manager I Metropolitan Transportation Authority (NYC) · Director of Planning · Director of Quality Assurance in Design & Construction Management I I Triborough Bridge & Tunnel Authority/ MT A Bridge · Vice President for Engineering and Construction I University of Rochester · Asst.VP for Development I OHIO Central Ohio Transit Authority · General Manager (CEO) I I City of Dayton · City Manager · Director of Info. Technology I Erie County Water Authority · Director of Water Quality I Greater Cleveland Regional Transit Authority · General Manager (CEO) I City of Hudson Village · City Manager I I City of Kent · Finance Director I City of Mentor · City Manager I I - .- Miami Valley Regional Transit Authority · Director of Strategic Planning Ohio Police and Fireman's Disability and Pension Fund · Executive Director PENNSYLVANIA Port of Pittsburgh Commission · Executive Director Southeastern P A Transportation Authority · Assistant General Manager for Operations · Budget Director WHYY -FM · Director of Programming and Production RHODE ISLAND Town of Barrington · Town Manager Town of West Warwick · Town Manager TEXAS Capital Metropolitan Transportation Authority · General Manager (CEO) Dallas Area Rapid Transit Authority · Director of Minority Business Enterprises WASHINGTON, DC American Civil Liberties Union · Director of Public Education Amtrak · Vice President, Human Relations · Senior Director, Leadership & Organizational Change 6 I I I Clinton Administration Transition · Executive Search Consulting I District of Columbia · Director, Department of Human Services · Commissioner of Mental Health · Director of Public Health · Director of Social Services · Chief Operating Officer, DHS · Director, Office of Planning I I I Drug Policy Foundation · Executive Director I Earthforce · Vice President for Administration Finance · Vice President for Development · Vice President for Marketing · Vice President for Programs I I International City Management Association - Retirement Corporation · Board Member I International City Management Association - Vantage Point Fund · Board Member I Metropolitan Washington Council of Governments · Director of Public Affairs · ChiefInformation Officer · Director of Human Resources I I National Public Radio · President I Washington Metropolitan Area Transit Authority · General Manager (CEO) · Assistant General Manager for Bus Operations · Assistant General Manager for Design, Construction & Facilities Maintenance · Director of Procurement I I STATE OF WASHINGTON King County/Municipality of Metro Seattle · Director of Transit I I ..- Port of Seattle · Executive Director · Managing Director, Aviation WISCONSIN City of Eau Claire · City Manager City ofWauwatosa · City Administrator WYOMING City of Green River · City Administrator OTHER Research Triangle Institute · European Regional Advisors (4) 7