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PROGRESS REPORT - CITY MANAGER , · 1c1. 0 I CC5f~'Y)~ 'X"(' ,'&\, 'll '11'" h!'l .,~'- -7 4 n "., '-it ' '. .,,- . ~ '<," . ~j~ f~~k '~...ft Helping Government Serve The People I I I I I I I I I I I I I I I I I :txIMUS PROGRESS REPORT CITY MANAGER CITY OF CLEARWATER, FL June 11-12,2001 - I I I I I I I I I I I I I I I I I I I - Helping Government Serve. The People COPIES TO: CmMJiISSION Jut: c June 7, 2001 PRESS CLERK I ATTORNEY The Honorable Mayor Brian Aungst and Members of the City Commission c/oMs. Dina Hyson Human Resource Manager City of Clearwater 100 S. Myrtle Avenue Clearwater, FL 33756 Dear Mayor Aungst and Members of the City Commission: This progress report contains 15 Resumes, Mini-Resume Summaries and Supplemental Information, listed in alphabetical order, for the individuals we believe to be leading candidates for the position of City Manager. There is no Supplemental Information provided for Mr. Jerry M. Givens due to his being on vacation. We will be happy to answer any questions you have regarding our work to date and the steps that will follow. We look forward to your comments as we progress to the interview phase of the search. )~ Louis J. Fox Regional Director Executive Recruitment Services 5. Shirl Thomas Senior Consultant Executive Recruitment Services LJF / cl Enclosure 4438 Centerview Dr., Suite 207 . San Antonio, TX 78228 . 210.738.0456 . Fax: 210.738.0176 I I I I I I I I I I I I I I I I I I City of Clear\Nater, FL City Manager MUS The Community Located between the Gulf of Mexico and Tampa Bay, the City of Clearwater combines dle natural beauty of a tropical environment wiili safe, affordable, active living and opportunities for personal and professional prosperity. From relaxing on the City's world acclaimed white sandy beaches to boating, from dolphin watching to fishing, from cheering the Philadelphia Phillies in spring training to attending theater and concert events at Ruili Eckerd Hall and Coachman Park, Clearwater offers a lifestyle for everyone. No better location can be found which places more of an emphasis on integrating career, commlmity and lifestyle ilian ilie City of Clearwater. Clearwater's quality of life is reflective of ilie people who live in it. This vital, growing city has an active population accustomed to high quality programs and resources, and citizens are active partners with ilie City through the Neighborhood Services Program. In 1998, with a population of over 101,000, Clearwater was the tenth largest city in Florida, and located within Pinellas County, dle fourili fastest growing metropolitan area in dle nation. Money Magazine named it the "safest of all Florida cities." Issues/ Challenges · Project/construction management (e.g., new bridge to Clearwater Beach, and a Main Library). . Strengthen neighborhoods. . Build trust wiili dle commUllity ilirough comnllmica- tions. I . Maintain dle character of ilie COffil11Wllty wIllIe redeveloping. I The City Government I The City of Clearwater operates under a Council/Manager form of government established in 1926. There are five members of ilie City Commission including dle Mayor. The Commission is ilie policy making and legislative body with all members elected to specific seats at-large. Members serve iliree-year overlapping terms with a two-term limit. The Commission appoints ilie City Manager who executes the laws and administers the government of the City. Clearwater is full-service widl a total of over 1,700 full time employees, a FY 00/01 operating budget of$158 mil- lion and a capital improve- ment budget of $96 million. The City also operates a gas distribution system and has no general obligation debt. While Florida is a "right to work" state, five wlions represent approximately 80% of Clearwater's employees. The average tenure for a City employee is 10 years. The City of Clearwater government provides ilie municipal services and infrastructure necessary for a high quality of life for all citizens. This includes departments such as Police, Fire, Public Works, Parks and Recreation, Planning and Development, Finance, Human Resources, Customer Service, Solid Waste/Recycling, Library, and others. . Incorporate focus of newly elected City Commissioners (3 new members elected March 13, 2001). . Redevelop downtown. . Continue beach-front development. . Find common ground for diverse Community interest groups. . Continue infrastructure development and rehabilitation. . Create a joint venture for a new professional baseball stadium among ilie City, County, State and Philadelphia Phillies. . Enhance the financial condition of the City. . Create a proactive economic development paili. . Tie budget process to performance. . Develop uniform departmental polices and procedures. . Need to develop a comprehensive information technol- ogy system. City of Clearwater Values In 1997, dle City Commission and City Management team embarked upon a reorganization effort in order to achieve a more empowered, inspired and productive workforce. The core values that arose from this effort are still a vital part of ilie City's culture today and are focused on the following five priority areas: Caring - We will act in ways that promote a thriving community and citizenry. We will demonstrate concern and respect for our citizens and employees by being attentive to I I I I I I I I I I I I I I I The Candidate all sides of an issue. We will encourage teamwork, trust, respect, and open communication. Well-run - We commit to efficient, effective, economical provision of services. We will plan and organize to accom- plish those goals through innovation, excellent service, and removing barriers. We will seek and retain the best leaders. Integrity - We will be honest, straightforward and courageous in our actions. We will be fair, ethical and consistent as we strive to attain our vision. I Education, Experience, Skills and Knowledge . Possession of a bachelor's degree in public/business administration or a related field required; achievement of a master's or related graduate degree highly desirable. . Significant managerial experience as a City Manager or Assistant City Manager in a full.-service city or county d1at is similar in size and characteristics to d1e City of Clearwater and wid1 similar character and values of the Clearwater conununity. Related non-profit, private sector, and/or military management experience also acceptable. . Understanding of d1e tourism industry. . Experience in labor relations and collective bargaining preferred. . Record of continuing education for self, staff and employees. . Experience in developing strategic planning practices d1at anticipate the future opportunities, issues, and concerns of the City. . Excellent oral and written communication skills with ability and willingness to communicate openly and in a straightforward manner wid1 the City Commis- sion, staff, employees, and the community. . Capable of dealing wid1 the media and public on an open and timely basis. . Intergovernmental relations experience in working wid1 appropriate local and regional jurisdictions and agencies in a constructive and cooperative manner. . Be a strong leader and have skills managing in a diverse community. . Economic and downtown development experience. . A skilled negotiator with a successful background in finance, budgeting, and information technology. I I Outstanding Quality - We will set and maintain high standards. We will provide extraordinary service and require excellence at every level. l<uture Oriented Decision Making- vVe understand that the decisions we make today establish the infrastruc- ture, quality of life, and the direction of our community for future genera- tions. We will make informed decisions by considering the pros and cons, the ramifications, the costs, and the alternatives. I I I I I The Position The City Manager is the chief admin- istrative officer of the City, respon- sible to the Mayor and Commission- ers for all City departments with the exception of the City Attorney's Office. The City Manager is an "at will" employee and may be removed by a majority vote of the Mayor and Commission. He/She has authority and responsibility to: . Appoint department directors, and perform administrative tasks required to maintain executive control of various departments. . Submit to the Mayor and Commissioners d1e annual budget and capital program. . Supervise all expenditures and purchases of the City. . See that all laws, provisions of the Charter and acts of the Mayor and Commissioners subject to enforcement by him/her or by officers under his/her direction are faithfully executed. . Execute, or cause to execute by his/her designated representatives, all contracts and other lawful documents authorized by d1e Mayor and Commission. . Perform any other lawful duties required of him/her by the Mayor and Commission. . Represent the City on local, state, federal and interna- tionallevels including state and federal legislatures, departments and other entities. I I I I I I I Management St~vle and Personal Traits . Have a high energy level and exceptional enthusiasm for meeting the challenges and responsibilities of d1e City Manager's position. . Be a consensus builder and treat all Commissioners evenhandedly. . Be decisive, supportive, sharing, and a results-oriented manager. I I I . Hold subordinates accountable, yet be trusting and a good delegator, accessible and innovative. . Be capable of attracting, developing and retaining highly qualified professional staff and projecting positive, exemplary leadership qualities toward sustaining an empowered, productive senior staff and employee workforce. . Be a humanistic "people-oriented person," who is sincere, personable, patient, and accessible, and one who can relate with persons and problems involving a wide variety of human and community needs and concerns. . Exemplify personal characteristics of behavior and leadership, which will set high standards to strive for by staff and employees. . Be committed to championing the municipal workforce as the City's most important resource. . Believe capacity building within the staff insures success within the municipal organization. . Be visible with the staff and City work force, promot- ing a team approach that coordinates well researched options prior to presentation to the City Commission. . Project a strong professional presence in appearance, actions and personal demeanor, and be a person who can inspire confidence with regard to City policies, programs and services. . Possess the highest level of personal integrity and truthfulness, and be able to deal professionally and in a frequent and timely manner with the City Commission. . Be straightforward, fair and ethical. II Be open to a variety of opinions displaying approach- able, diplomatic and energetic skills while providing creative and visionary leadership. . Be patient with citizens, evenhanded, and loyal to the City Commission. . Be willing to commit a reasonable period of tenure in service to the City of Clearwater. I I Compensation I The annual salary and benefits for the City Manager are negotiable depending on the selected candidate's overall qualifications. Reasonable relocation expenses and an employ- ment agreement will be provided. I How To Apply I Send resumes or nominations by May 18, 2001 to: Louis J . Fox, Regional Director or Shirl Thomas, Seni01' Consultant Executive Recruitment Services I I DMG-MAXIMUS 4438 Centerview Drive, Suite 207 San Antonio, TX 78228 I Telephone: Facsimile: E-mail: (210) 738-0456 (210) 738-0176 txsearch@dmg.maxinc.com I An Affirmative Action/Equal Opportunity/ADA Employer Female, Minority and Disabled Candidates are Strongly Encouraged to Apply. I ALL RESUMES ARE SUBJECT TO DISCLOSURE IN ACCORDANCE WITH THE FLORIDA SUNSHINE LArv. I I I I I I I I - ----~- ----" I I I I I I I I I I I I I I I I I I I 1 PAUL G. BEECHER 2 BARRY A. BURTON 3 STERLING B. CHEATHAM 4 STEPHEN W. DAIGNAULT 5 JERRY M. GIVENS 6 WILLIAM B. HORNE, II 7 BONNIE RIDLEY KRAFT 8 MICHAEL A. MCNEES 9 WILLIAM P. MITCHELL 10 ROBERT M. MURPHY 11 ROBERT S. NOE, JR. 12 RONALD L. PAYNE 13 HECTOR A. RIVERA 14 ROBERT STOCKWELL 15 MICHAEL K. WEST - I I I I I i I I I I I I I I I I I I I I PAUL G. BEECHER EDUCATIONAL BACKGROUND Master of Public Administration - 1975 Southern Methodist University; Dallas, TX Bachelor of Arts - Political Science - 1972 State University of New York; Geneseo, NY SUMMARY OF EXPERIENCE 1992 to Present City of Dover, NH (Population: 27,000) City Manager 1985 to 1991 City of Kansas City, MO (Population: 450,000) Assistant City Manager 1977 to 1985 City of Excelsior Springs, MO (Population: 13,000) City Manager 1976 to 1977 City of Slater, MO (Population: 4,000) City Manager 1975 City of Richardson, TX (Population: 100,000) Administrative Assistant COMPENSATION Mr. Beecher reports a current annual base salary of $ 105,000, plus a full benefits package. Address: 8 Beech Road Dover, NH 03820 Telephone: Home: Work: (603) 742-0445 (603) 743-6023 CLEARWATER-OI-05/01 I I I I I I CITY OF CLEARW ATER. FL CITY MANAGER SUPPLEMENTAL INFORMATION NAME: Paul G. Beecher JOB TITLE: City Manager ORGANIZATION: City of Dover POPULATION SERVED (number): 27,500 REPORT TO (title): City Council I CURRENT (OR MOST RECENT) ANNUAL BASE SALARY: $105,000 I I ST AFF: Total Organization: 300 I I I I I Total Number You Oversee (Direct And Indirect) : 300 Largest Number Of Staff Overseen (And Where): 3,000; Kansas City, Missouri OPERATING ANNUAL BUDGET: Organization: H"g, 97~3Cft.f J 3.8, 97'i,3CJL/ Portion For Which You Are Responsible: Largest Budget For Which You Have . fG 00 j '^fI).s"^S c.(ty .!D 500,000, 0 . Been Responsible (And Where): '< n n . CAPITAL J ~/ DOO,ODO I II~I/ 000,000 1I 500 000 J 000 ) 1. Briefly describe your experience and/or most significant accomplishments in each of the following areas, from any position which you have held, utilizing additional paper as necessary: I I I A. Involvement and oversight of major capital projects in a jurisdiction/municipality. B. A difficult personnel decision you encountered and the -positive or negative -results which occurred I I 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. CLEAR w A TERFlAlI-410 I I I I I I I I I I I I I I I I I I I I I 1. Briefly describe your experience and/or most significant accomplishments in each of the following areas, from any position which you have held, utilizing additional paper as necessary: A. Involvement and oversight of major capital projects in a jurisdiction/municipality. As an Assistant City Manager in Kansas City, Missouri, I was responsible for spear heading a $1 billion capital improvements campaign, the majority of which was ultimately approved by the voters. Upon startup, the departments that reported to me were responsible for over $500 million worth of projects, including a joint city, county project for the rehabilitation of the Jackson County Sports Complex which houses both Kaufmann and Arrowhead Stadiums. Some of the other projects included the addition of over 100,000 sq. ft. to the City's Convention Center, the construction of a new American Royal Arena and major upgrades to Kemper Arena In Dover, I m currently overseeing the construction of a new public works complex, a new ice arena and several major street and drainage projects. 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. I am seeking the position of City Manager of Clearwater because I believe I have the management skills and relevant experience to become a valuable member of the organization and the community. I have successfully dealt with the issues and challenges facing Clearwater throughout my career. I have an inclusive style of management and encourage participation in the decision making process from both within and without the organization. I see no barriers to my accepting the position if offered. Paul G. Beecher I I I I I I I I I I I I I I I I I I I PAUL G. BEECHER 8 Beech Road Professional Profile Dover. New Hamoshire 03820 (603) 742-0445 M.P.A. graduate with a record of success as a city manager in both large and small cities. Creative problem solver with the ability to work with elected officials, citizens and employees to improve the quality of life in the community. . MANAGEMENT - Hands on manager with highly developed negotiating skills and experience cultivating relationships between diverse employee and public groups, proven leadership abilities. . FINANCE-Strong financial manager with proven su<:cess in establishing [mancial stability in all the cities that I have worked. Developed alternative strategies for financing city services. Developed long-term capital improvements programs and financing methods other than property taxes. . ECONOMIC DEVELOPMENT-Developed city owned industrial parks and created business assistance programs to assist and retain long-term community businesses. . SERVICES-Strong commitment to providing quality customer services through continually developing a quality work force. Experience City of Dover, New Hampshire 1992-Present aTY MANAGER The City of Dover, with a population of 27,000 has 300 employees and an annual budget of $62 million. Significant accomplishments include: Redeveloped budget and received city's' first GFOA recognition; Developed city owned industrial park which has had the most growth in the State the last two years; Developed Dovernet, a network connecting city facilities, schools and libraries to the internet, this project Has received national recognition; Received Livable City award from US Conference of Mayors for Innovative policing program; Developed and implemented a customer oriented Quality Service program; Developed and implemented five year financial and capital program designed to reduce expenditmes and Stabilize tax rate; Reduced number of departments and employees through consolidation; Developed Collaborative bargaining with city's eight unions; Developed Business Assistance Center to work with new And existing businesses; Developed wetlands protection and growth control policies; Closing Super Fund Site with innovative technology; Developed States first bag and tag, recycling program; Received Recognition from Josiah Bartlett Center for innovative process that includes citizens in budget development. City of Kansas City, Missouri 1985-1991 ASSISTANT CITY MANAGER The City of Kansas City, with a population of 450,000, has a budget of$750 million and 4,600 employees. Served at different times as Director of Administration and Director of Special Facilities, as well as Supervising all the operating departments on a daiIy basis. Served as acting city manager in the Manager's absence. Accomplishments include: Working with Mayor's Citizen Advisory Committee for Capital bnprovements, Developed largest bond program ever approved by voters totaling over $1 billion; Chaired the Mayor's Task Foree on Toxic and Hazardous Waste and implemented recommendation to develop a Hazmat team: Created Information Systems Policy Committee to develop a business plan for city's data processing systems; Developed city's first computer aided dispatch system; Initiated city's first Quality Service program; Designed a more entrepreneurial approach to doing business in the city's convention center and arenas, this Led to getting operations in the black. City of Excelsior Springs, Missowi 1977-1985 OTY MANAGER Excelsior Springs is a community of about 13,000 and employees 100 people with an annual operating Budget in excess of $5 million. Major goals accomplished include: The establishment of an Industrial Development Authority which issued over $12.5 million in bonds for development; revitalizing the Central Business District utilizing public-private financing; Passed first transportation sales tax in State for I I I I I I I I I I I I I I I I I I I Infrastructure improvements; Constructed new city hospital and convalescent center. Additional accomplishments include the initiation of a cooperative commuter bus system between Excelsior Springs, Liberty and Kansas City; with other area managers created an area wide insurance trust for both health and liability coverage. Operated City owned Pepsi Cola bottling plant. Initiated full time Fire and ambulance services. Received Citizen of the Year award from the Chamber of Commerce in 1985. City of Slater, Missouri 1976-1977 CITY MANAGER Slater is a community of 4,000 and an annual operating budget of over $2 million. The City provides a full Range of municipal services including electricity. Significant accomplishments include upgrading all Systems from manual to computer; received and implemented city's first CDBG program; Initiated full time Ambulance service; Constructed new sewage treatment plant and upgraded water and electrical distribution Systems. City of Richardson, Texas 1975 ADMINISTRATIVE ASSISTANT Richardson is a suburb of Dallas with a population of 100,000. Responsibilities included coordination of Public information; airport development and property acquisition projects; Analysis and redesign of refuse Collection system and implementation of a computerized utility billing and accounting system. Education B.A. Political Science - State University of New York at Geneseo, New York 1972 M.P.A. - Southern Methodist University, Dallas, Texas 1975 ProCessional Activities · International City Management Association . Past President, Missouri City Management Association . New Hampshire Municipal Management Association · New Hampshire Municipal Association Executive Board, President-elect · New Hampshire Health Insurance Trust Board I I I I I I I I I I I I I I I I I I I BARRY A. BURTON EDUCATIONAL BACKGROUND Master of Public Administration - 1995 Northern Kentucky University; Highland Heights, KY Bachelor of Science - Urban Administration - 1987 University of Cincinnati; Cincinnati, OH SUMMARY OF EXPERIENCE 1998 to Present Franklin County, OH (Population: 1,063,000) Deputy County Administrator 1996 to 1998 Allegheny County, MD (Population: 75,600) County Administrator 1988 to 1996 1992 to 1996 1988 to 1992 Hamilton County, MD (Population: 866,230) Director of Department of Environmental Services Budget Analyst, Office of Budget & Research COMPENSATION Mr. Burton reports a current annual base salary of $ 110,400, plus a full benefits package. Address: 6328 Conleth Circle Dublin, OR 43017 Telephone: Home: (614) 766-9801 Work: (614) 462-5530 CLEARW A TER-OI-05/01 - I I I I I I I I I I I I I I I I I I I - CITY OF CLEARWATER. FL CITY MANAGER SUPPLEMENTAL INFORMATION NAME: Barry Burton JOB TITLE: Deputy County Administrator ORGANIZATION: Franklin County, Ohio POPULATION SERVED (number): 1,063,000 REPORT TO (title): Guy Worley - County Administrator CURRENT (OR MOST RECENT) ANNUAL BASE SALARY: $110,400 STAFF: Total Organization: 6.900 Total Number You Oversee (Direct And Indirect): 1,300 Largest Number Of Staff Overseen (And Where): SamE' ANNUAL BUDGET: OPERATING CAPITAL Organization: $, , R;' J j on $ , 83M j 11 ion Portion For Which You Are Responsible: $ 400 Hillion $ 95 Hillion Largest Budget For Which You Have Been Responsible (And Where): $ same as abov~ 250 H (Ham Co) 1. Briefly describe your experience and/or most significant accomplishments in each of the following areas, from any position which you have held, utilizing additional paper as necessary: A. Involvement and oversight of major capital projects in a jurisdiction/municipality. B. A difficult personnel decision you encountered and the - positive or negative - results which occurred. 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. CLEARWATERFL-OI-4/01 I II I I I I I I I I I I I I I I I I I To: Clearwater City Manager Selection Committee From: Subject: Barry A. Burton 1~d/l7 Supplemental Information Request Date: May 18,2001 Thank you for the opportunity to respond to your request for supplemental information. Prior to answering your questions, please allow me to say that I know Clearwater is in an exciting time. The City Manager will undoubtedly playa key role in assisting the Mayor, Board of Commissioners and all community leaders to improve the quality of life for the entire region. I will work tirelessly to be a catalyst for this continuous improvement process. Below I have listed the questions with my corresponding response. I look forward to working with you in the years to come. 1. Briefly describe your experience and/or most significant accomplishments in each of the following areas, from any position which you have held, utilizing additional paper as necessary: a. Involvement and oversight of major capital projects m a jurisdiction/municipality. Throughout my career I have managed capital projects and capital improvement programs. As a budget analyst in Hamilton County I reviewed and submitted recommendations on all sewer projects. I also conducted performance monitoring and managed the legislative approval process. As Director of Environmental Services in Hamilton County, I managed a 5-year, 250 million dollars capital improvement program. When appointed Director, the sewer division had publicly proposed a 1.1 billion dollar capital plan to comply with the 1990 Clean Water Act with rate increases projected at 18% annually to implement. The Board of Commissioners and I formed a technical advisory committee, conducted a peer review/value engineering study (hiring key experts to analyze alternative technologies), and simultaneously worked with planners and developers to incorporate growth expectations and eIiminate segments dependent on aeration and septic systems. The result was a 400 million dollar (separate from the 250 million ongoing capital needs) proposal phased in over 20 years. The plan utilized the newest technology, allocated funding for research and development, and addressed both environmental and growth considerations. The plan was affordable, responsible, and doable. As County Administrator in Allegany County, I prepared their first five- year capital improvement plan. I also commissioned their first debt I I I I I I I I I I I I I I I I I I I I afIordability study and developed fiscal policies to guide policy decisions. The total plan was 122 million dollars and included facility upgrades, sewer and water improvements, construction of a new jail, renovation of the county courthouse, redevelopment of an old industrial brownfield site into a new business park, and improvements to revitalize a pedestrian mall in downtown Cumberland in partnership with the city. Finally, in Franklin County I am part of a team implementing a countywide space allocation/improvement plan. The plan involves the complete renovation of a historic structure in a protected district, and space renovations in three other buildings. The analysis included reviewing workflows, standardizing workspace design, and projecting future growth requirements. The total project involved over 500,000 sq. ft. of office space and a budget of 31 million dollars. Our total capital budget for 2001 exceeds 95 million dollars. b. A difficult personnel decision you encountered and the - positive of negative - results, which occurred. There are a number of situations I could cite as examples. One of the most recent however may also illustrate my management style and the way I work with people in difficult situations. When I began in Franklin County I assumed responsibility for approximately 12 of the departments and the County Administrator the other 12. One of his departments was the purchasing department. The department had a poor image throughout the county and community as buracratic and not very customer focused. The County Administrator and the Board of Commissioners asked me to assume responsibility for this department and "make changes". After I gained a basic understanding of their operation I facilitated the development of goals and objectives with the department. Through this process I learned what they viewed as their strengths and weaknesses, helped them focus on areas I knew needed improvement, and helped the Director engage the staff in setting a direction for the department. The goals were ambitious but achievable in part because due to staff support. For six months I worked directly with the director and staff on achieving the goals established by the department. It increasingly became clear that the Director did not have the leadership skills necessary to manage the department. I finally asked for her resignation. The reason it was difficult is because she worked hard. It is easier to let someone go if they do something wrong. In her case, I had to be sure that she had the resources available to do the job, support from her staff, and that I had provided the support needed for her to be successfu1. In the end, results are what we 2 I I I I I I I I I I I I I I I I I I I - must produce and I was convinced she would not be capable independently to turn the department around. I promoted the assistant director and the department made significant, immediate improvements because of the strategic planning we had already completed. I work with my departments and their staff to develop business plans that are goal oriented, time specific and achievable. It is my responsibility to coach and develop my staff and provide the resource needed for them to be successful. If they are not capable of providing the leadership needed to inspire staff to achieve results, I believe you need to make a change. 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. The reason for my interest in the position is to be a manager again. As outlined in my resume, I have served as a budget analyst, department head, county administrator of a small, rural county, and now as the deputy county administrator in a very large urban government. I have built a strong foundation to assume such a key leadership position and would welcome the opportunity to be the Clearwater City Manager. My family and I have discussed the possibility of moving one :final time while my children are in school if the right opportunity presented itself. We have looked into the Clearwater area and received excellent feedback on the community and schools. I will accept the position if offered. Once again, thank you for your consideration. I hope that my experience will serve to help guide Clearwater through this exciting time and into the future. 3 I I I I I I I I I I I I I I I I I I I BARRY A. BURTON BUSINESS ADDRESS: 373 South High Street, 26th Floor Columbus, Ohio 43215 (614) 462-5530 E-mail - Baburton@co.franklin.oh.us HOME ADDRESS: 6328 Conleth Circle Dublin, Ohio 43017 (614) 766-9801 EDUCATION: Northern Kentucky University; Highland Heights, Kentucky Masters of Public Administration University of Cincinnati; Cincinnati, Ohio Bachelor of Science, Urban Administration PROFESSIONAL ASSOCIATIONS: National Association of Counties County Commissioners Association of Ohio Ohio County Administrators Association International City/County Management Association Ohio City Managers Association WORK EXPERIENCE: June J.998 - Present FRANKLIN COUNTY, OHIO 2000 Population in Franklin County FY 2000 Operating Budget FY 2000 General Fund 1,063,000 $J.,036,07J.,4J.6 $262,677,288 Deputy County Administrator: Serve as the County Administrator in the Administrators absence and responsible for assisting the Administrator in overseeing daily operations of Franklin County government; develop, coordinate, and implement policies of the Board of Commissioners; coordinate county operations for 12 Board of Commissioner agencies, eight independent office holders, four separate court agencies, and more than 30 separate Boards and Commissions. Primary areas of focus include Development, Economic Development, Justice Programs, Public Works, Planning, Human Resources, Purchasing, Risk Management, Budgeting, CDBG/HOME Programs, and environmental issues. Also responsible for all labor negotiations, development and implementation of the Commissioners' "Managing For Results" initiative including strategic planning, business planning, and the performance based budgeting process. I also serve as a member of the Mid Ohio Regional Planning Commission. . Key Results: Assumed primary staff control for developing regional growth strategies, managing associated advisory committees, and formulating policy recommendations. As a result, we have promulgated new rules and regulations emphasizing regional growth concepts. Lead planning processes to improve policy development of Community and Economic Development activities. Implementing a "Managing For Results" program for Franklin County government. We recently completed the strategic planning phase of the process and are developing business plans within the departments. Negotiated pay for performance into four of five collective bargaining agreements. Enhanced non-bargaining evaluation processes. Developed and oversee the regional Criminal Justice Planning Committee and Juvenile Justice Advisory Committee. Project leader on: Sheriff's Staffing Analysis; Creation of the Franklin County Planning Commission; and reorganization/cost reduction plan for services with the Mid Ohio Regional Planning Commission. . . . . . I I I I I I I I I I I I I I I I I I I March 1996 - June 1998 ALLEGANY COUNTY, MARYLAND 1990 Population in Allegany County FY 1998 Operating Budget FY 1998 General Fund Budget 75,600 $104,588,250 $49,919,490 County Administrator: Responsible for the general operation and day-to-day activities of Allegany County Government, a code home-rule county in western Maryland. Responsibilities included supervision and policy implementation of 12 county departments including Public Works, Finance, Animal Control, Planning, Economic Development, Nursing Home, Community Development, Personnel, Transit, Tourism, Permits and Compliance, and Emergency Management. Also responsible for providing coordination and assistance to a three member Board of Commissioners, five independent boards and commissions, and nine quasi- governmental agencies. Duties included county financial management activities, contract negotiations and administration of five bargaining units, capital projects planning and management, and other administrative functions as required. Also responsible for development of the operating and capital budget, county strategic planning efforts, countywide economic development activities, management of three county-owned industrial parks, county tourism bureau, and oversight of the county subsidized airport commission activities. . Key Results: Reduced the income tax rate two consecutive years. This was the first time the higher "temporary" tax rate was reduced since implemented eight years prior and was a Board priority previously unfulfilled. "Hands -on" management of Economic Development acti vi ties resulted in redevelopment of a Brownfield site, successful negotiations to retain current business interest, and progress toward diversifying our employment base from a historically industrial emphasis. Partnered with the City of Cumberland on a downtown pedestrian mall redevelopment project. Developed an outcome based budgeting system for County government to increase accountability, align budgets with objectives and provide a system for continuous improvement. Coordinated development of a county strategic plan using facilitated community focus groups, internal staff sessions, and public meetings. Coordinated recovery of two federally declared disasters (floods). Allegany County was named as one of the first seven communities nationally to participate in the Federal Emergency Management's Disaster Resistant Communities program (Project Impact) Successfully privatized the management and operation of the County Nursing Home. It traditionally relied on the general fund for subsidy. Privatization without reducing any current staff balanced their budget. Represented Allegany County during legislative sessions and successfully lobbied for changes to several key legislative bills. Revised our comprehensive plan to manage long-term growth patterns and implement "Smart Growth" concepts. Through a Land Development committee, improved our regulatory processes, eliminated duplication, automated functions, increased outreach, and simplified the process for compliance. . . . . . . . . . September 1988 - March 1996 HAMILTON COUNTY, OHIO (Cincinnati) December '92 - March '96 DEPARTMENT OF ENVIRONMENTAL SERVICES 1990 Population in H~ilton County 866,228 1990 Population in the four county region 1,418,661 1995 Operating Budget $8,192,340 (EXCluding Sewers) 1995 Sewer District Budget $93,639,360 (Contract Mgt.) 1995 Sewer District 5 year Capital Budget $254,420,680 2 I I I I I I I I I I I I I I I I I I I Director: Responsibilities include the general management and administration of a department comprised of three environmental programs organized into five divisions including Solid Waste Management, Air Quality Management (a four county region), Water Quality Management, Operations, and Public Affairs. Responsible for the development of policy recommendations and implementation of long-term strategic plans for all environmental programs; implementation of all personnel policies and procedures; capital improvement planning; development and implementation of a comprehensive Solid Waste Management Plan; and participation on transportation planning boards. Also, responsible for coordinating all services with 36 cities, 12 townships, and all state and federal agencies. The sewer division was a countywide system by contract with each city and township. Also responsible for managing day-to-day operations, grant programs, operating and capital budgets, and responsible for advising the Commissioners on environmental legislation. . Key Results: Coordinated development of an infrastructure improvement plan to be aligned with the county comprehensive plan for future development while addressing immediate environmental concerns. Worked with the employees to develop strategic goals, core values, and a 1S-point plan for continuous improvement. In three years we reduced staff turnover from 19% to less than 6%. Successfully lobbied the state legislature to provide more local control on meeting federal clean air mandates. Developed the Metropolitan Sewer District policy and technical advisory committees. The results of the two committees were numerous including an MSD Enforcement Response Plan and a Peer Review study on capital needs. Implemented an enhanced complaint investigation program to improve responsiveness to citizen concerns. Earned approval of the Solid Waste Management plan from local jurisdiction representing 97.6% of the county population. Lead the Strategic Planning process for the department involving employees, local business interest, environmental interest, and elected and appointed boards and commissions. . . . . . . September 1988 - December 1992 HAMILTON COUNTY, OHIO OFFICE OF BUDGET AND RESEARCH 1992 General Fund: $174 million 1992 Total Budget: $560 million Budget Analyst: Primary duties included: Analyzing and providing direction to department heads and elected officials on budgetary issues; analyzing and preparing funding recommendations for seven county departments with operating budgets totaling over 130 million dollars annually; monitoring and evaluating federal and state regulations regarding issues effecting Hamilton County; conducting special studies; analyzing financial statements for use in forecasting expenditure levels; coordinating and monitoring the progress of the capital improvement program for the Metropolitan Sewer District (MSD); developing department accounting procedures for new programs and audit existing programs; preparing the tax budget; and responsible for state and federal grant applications. May 1982 - Present u.S. ARMY RESERVE/NATIONAL GUARD - Major Current Assignment - ROTC Instructor Capital University February 1986 - June 1987 CITY OF CINCINNATI OFFICE OF RESEARCH, EVALUATION, AND BUDGET (Thesis project and internship) 3 I I I I I I I I I I I I I I I I I I I I STERLING B. CHEATHAM EDUCATIONAL BACKGROUND Master of Public Administration - 1977 The American University; Washington, D.C. Bachelor of Arts - Public Administration - 1975 North Carolina Central University; Durham NC SUMMARY OF EXPERIENCE 1991 to Present 1993 to Present 1991 to 1993 City of Norfolk, VA (Population: 231,000) Assistant City Manager Director of Finance 1987 to 1991 Aiken County, SC (population: 120,000) Director of Management and Finance 1981 to 1987 City of College Park, MD (Population: 28,000) . Director of Administration and Finance 1977 to 1981 1979 to 1981 1977 to 1979 City of Greenville SC (Population: 50,000) Assistant to City Manager Budget Officer 1975 to 1977 Arlington County, VA (population: 200,000) Administrative Assistant 1974 to 1975 Veterans Administration (Durham, NC) Management Trainee COMPENSATION Mr. Cheatham reports a current annual base salary of $1 06,000, plus a full benefits package. Address: 1544 Modoc Avenue Norfolk, VA 23503 Telephone: Home: (757) 480-4725 Work: (757) 664-4246 CLEARWATER-OI-OS/OI - I I I I I I I I I I I I I I I I I I I City of Clearwater~ FI City Manal!er Suoolemental Information Name: Sterling B. Cheatham Job Title: Assistant City Manager Organization: City of Norfolk, Virginia Population Served: 231,000 Staff: Total Organization: 4,000 Total Number you Oversee (Direct and Indirect) 1,800 Largest Number of Staff Overseen (And Where) 1,800 Annual Budget: Operating Capital Organization: City of Norfolk, V A. Portion for which you are Responsible $600,000,000 $50,000,000 Largest Budget for Which You Have Been Responsible (And Where): Norfolk, Va $604,000,000 $125,000,000 1. BrieOy describe your experience and/or most significant accomplishments in each of the following areas, from any position which you have held, utilizing additional paper as necessary: A. Involvement and oversight of major capital projects in a Jurisdiction/municipality. I have over 23 years of hands on experience in capital project development, and administration while serving in various capacities in five local governments. This has included many successful projects from the traditional general government projects, e.g., I I I I I I I I I I I I I I I I I I I schools, recreation centers, roads and libraries to the more sophisticated projects, including a convention center, a baseball park, a zoo renovation, a $100,000,000 water treatment plant renovation, a $300,000,00 public/private downtown mall and a science center. My role(s) in these projects has varied and included, project development, project feasibility, project financing and project oversight. For many ofthese projects, I have also been on the City development team, which has addressed every matter of concern to bring a project from conception to completion. I have worked collaboratively and effectively with a plethora of stakeholders including citizens, the private sector, state and federal agencies, financial institutions, programming interests and key community institutions in making these projects happen. My skills and experience in capital projects and operating budget matters are extensive. B. A difficult personnel decision you encountered and the -positive or negative-results which occurred. I have had extensive people management opportunities in my career in public management. This includes experience in employee selection, counseling, and regrettably, termination. My most difficult decision was the termination of a personal friend for abuse of county equipment, i.e., the improper use of telephones. This individual, along with another individual, charged significant long distance telephone calls to the County. This conduct continued after an initial counseling. The second offense resulted in termination at my request. The lessons learned were many. The most important one for me is a lesson around values. Values are an important statement of what things are of critical importance in our approach to our work. The more expected values are discussed and shared, the more enabled employees become in their ability to do the work of the organization. Perhaps, not enough time was spent with these individuals on this topic. However, as I have progressed, I am reminded of the critical importance that an organization has clear values that resonate throughout the workforce and the community. 2. Please share your reasons for interest in this position and any barriers to your accepting the position if it is offered to you. My next career move is to become City Manager for an urban community, like Clearwater, where I can apply my many years of academic training and preparation to help the City achieve it's vision. I have no personal ties to any person in the Clearwater Area. However, I have been quite impressed with what I have learned about the organization and the community. I believe I can contribute heavily to it's future. Aside from the transition to a new organization and environment, I anticipate no barriers to my accepting the position, once offered, and performing the job in an exemplary manner. - I I I I I I I I I I I I I I I I I I I Sterling B. Cheatham 1544 Modoc Avenue Norfolk, Virginia 23503 (757) 480-4725 (II) (757) 664-4246 (W) Professional Objective: As City Manager, to apply my skills, abilities and experience in helping a select community achieve its vision. Education: Masters of Public Administration The American University, Washington, D.C. Emphasis: Intergovernmental financing, GPA: 3.8 Bachelor of Arts North Carolina Central University, Durham, N.C. Major: Public Administration Graduated Magna Cum Laude Experience: 1993-present Assistant City Manager, City of Norfolk, Virginia Responsible for policy development in areas of finance, infrastructure ,economic development, environmental management, legislative and strategic planning. Have overseen daily operations for clusters of departments, including public safety and administrative support departments (approximately 1,800 employees). Work col1aboratively in policy development with citizens, groups and members of the GounciI. Accomplishments include: active participation in organization change effort; integration of a number of previously separate information systems; and service restructurings. 1991-1993 Director of Finance, City of Norfolk, Virginia Managed the financial affairs of the City, including the operating and capital budgets, debt and investment administration, procurement, financial analysis and reporting, and risk management. Accomplishments included: executing a number of creative financings, overseeing major enhancements to financial management system., converting enterprise activities to revenue bond financing, and restructuring the debt management program. 1987-1991 Director of Management and Finance, Aiken County, South Carolina Managed the accounting, budgeting, financial management, human resources and related functions; served as advisor to County Administrator and County Council. Accomplishments included: departmental restructuring, revisions to budgeting process, implementation of new employee wage and benefits plan; and coordinating the development of a new employee personnel ordinance. 1981-1987 Director of Administration and Finance, College Park, Maryland Administered the financial, personnel, treasury, and data processing operations for the City and provided administrative support to City Administrator. I I I I I I I I I I I I I I I I I I I Sterling B. Cheatham Page 2 1979-1981 1977-1979 1975-1977 1974 -1975 Assistant to City Manager, City of Greenville, South Carolina Budget Officer, City of Greenville, South Carolina Administrative Analyst, Arlington County, Virginia Management Trainee, Veterans Administration, Durham, North Carolina Professional Associations: International City Management Association Virginia Local Government Management Association American Society for Public Administration Conference of Minority Public Administrators Relevant Training: Graduate, University of Virginia Senior Executive Institute (1992) Harvard John F. Kennedy School of Government, Strategic Computing in the Public Sector (1997) IBM Management College, Executive Infonnation Systems (1998) Public Policy Delib~on, University of Virginia (1999) Interests: Reading, Golfing and Running Personal: Married, three children References: Furnished upon request. I I I I I I I I I I I I I I I I I I I STEPHEN W. DAIGNAULT EDUCATIONAL BACKGROUND Master of Civil Engineering - 1979 Bachelor of Science - Engineering - 1971 University of South Florida; Tampa, FL CERTIFICATIONS Registered Professional Engineer - FL Registered Professional Engineer - V A SUMMARY OF EXPERIENCE 1995 to 2000* 1996 to 2001 1995 to 1996 City of Cape Coral, FL (Population: 100,000) City Manager Director of Public Works 1992 to 1995 Pacific Division Naval Facilities Engineering Division (pearl Harbor, HI) Head 1989 to 1992 Naval Amphibious Base (Norfolk, VA) Public Works Department Head * Mr. Daignault left his position in November 2000 after an election changed the City Council. COMPENSATION Mr. Daignault reported an annual base salary of $111 ,000, plus a full benefits package while with the City of Cape Coral, FL. Address: 401 S.W. 52nd Street Cape Coral, FL 33914 Telephone: Home: (941) 549-2395 CLEARWATER~1~5ml I I I I I I I I I I I I I I I I I I I CITY OF CLEARWATER. FL CITY MANAGER SUPPLEMENTAL INFORMATION NAME: Stephen (Steve) W. Daignault JOB TITLE: City Manager ORGANIZATION: City of Cape Coral POPULATION SERVED: 102,200 REPORT TO: Mayor and seven member City Council CURRENT ANNUAL BASE SALARY: $111,000 STAFF: Total organization: Total you oversee: Largest number of staff overseen: 1300 1300 1300 ANNUAL BUDGET: Operating Organization: $165 million Portion for which you are responsible $165 million Largest budget for which you have Been responsible: $165 million Capital $217 million $217 million $217 million 1. Briefly describe your experience and/or most significant accomplishments in each of the following areas, from any position which you have held, utilizing additional paper as necessary. A. Involvement and oversight of major capital projects in a jurisdiction/municipality. (please see attached response) I I I I I I I I I I I I I I I I I I I B. A difficult personnel decision you encountered and the - positive or negative - results which occurred. (please see attached response) 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. (Please see attached response) I I I I I I I I I I I I I I I I I I I Response lA: Upon arrival in Cape Coral, the City was finishing a $200 million utilities expansion project. The project was in disarray and there were three large (multi-million dollar) claims from the construction contractors. During my tenure I successfully negotiated each claim to resolution, ensured the work in each area was complete and useable, resolved customer complaints and pursued (and received) payment from the A&E for design and inspection problems with the associated work. Since that time we have totally revised the construction delivery method and assessment process. The next round of utility expansion is also in the $200 million range and includes water, sewer and reuse systems. This round is being done by a "Construction Manager at Risk" type of contract with a guaranteed maximum prices for each phase ofthe project. It is broken into three phases. Phase one is complete. Phase two design is complete and construction will start this fiscal year. Design of phase three is on-going. Additionally, we have just completed construction of a new City Hall, Council Chambers and Emergency Operations Center. This is a project that I have worked first hand from inception to completion Response IB: When I became City Manager, on my staffwas an employee hired by the prior City Manager to be the "Assistant to the City Manager". That was her title on all official correspondence and prior to my arrival, and after, that was the job she performed. She supervised the City Manager office staff but did not direct or supervise any department heads. After three years as city manager with that same arrangement, I made the determination based on our capital projects and growth rate that I needed an Assistant City Manager who would provide oversight and direction to four of our eight department heads. At that point we abolished the "Assistant to the City Manager" position That employee was reassigned to another senior position in the organization. While the whole concept was not well received by the "Assistant to" employee originally, I was committed to finding an acceptable solution After her reassignment not only did I obtain the desired level of management experience and expertise (by filling the new Assistant City Manager position) but in her new position, she has done an outstanding job of organizing and managing a part of the organization that was previously troublesome. She is most contented with her new position Response 2: I am interested in the position of city manager for the city of Clearwater for a number of reasons: A) I grew up in Tampa and I like this part of Florida. B) I believe Clearwater is similar to Cape Coral in population and size. C) Clearwater is a more developed city than Cape Coral and I believe the challenges will be new and greater. I do not know of any barriers to me accepting this position if it were offered to me. I I I I I I I I I I I I I I I I I I I STEPHEN w. DAIGNAULT 401 S.W. 52nd Street, Cape Coral, Fl 33914 OBJECTIVE PROFILE Home 941 549-2395 Work 941 574-0446 A City Manager position where experience, initiative, leadership, and interpersonal skills will be utilized. Strong background as a City Manager, Senior Executive, Department Head and professional engineer. Twenty-seven years experience in public service working with community planning, development, utilities and support services programs. Experienced in coordinating the efforts of diverse people and agencies to specific goals. WORK EXPERIENCE City ManiJRer City of Cape Coral, Florida (October 1, 1996 to Present) Cape Coral is the largest and fastest growing city in Southwest Florida, encompassing 114 square miles with a permanent population of over 100,000, an annual budget of $162 million and a staff of 1300 people in eight departments. -- Police Dept. -- Fire Dept. -- Public Works Dept. -- Financial Services - City Clerk - Human Resources Dept. - Dept. Of Community Development - Parks and Recreation Dept. Cape Coral has a council/manager form of government. The council consists of a mayor and seven council members elected at large. To this community of particularly active, vocal citizens who are deeply involved in local government I brought open, honest, dynamic leadership. In a short period of time I evaluated the needs of the City, the resources available and the encumbrances to obtaining those needs. I worked with the senior staff, the City Council and the citizens to develop the City's first Strategic Plan. We have established goals and milestones, assigned responsibilities for achieving our goals and accomplished those goals. Director Public Works Department City of Cape Coral, Florida a une 1995 to October 1, 1996) The Public Works Department includes Engineering, Utilities, Stormwater and Streets, Procurement, Real Estate, Facilities Management, I I I I I I I I I I I I I I I I I I I and Fleet/W arehouse Divisions and is the largest department in the City both in number of personnel and size of budget. Managed all city construction contracts, two advanced water treatment water reclamation facilities totaling 18 million gallons per day (mgd) capacity, and the Reverse Osmosis water treatment plant with 14 mgd capacity. Utilities systems include potable water, sewer and reclaimed (reuse) water system. Initiated many progressive programs to improve accountability and improve efficiency. Specifically, a "systems managers" approach to city infrastructure systems which resulted in better maintenance and operations. Conducted a utilities rate review which resulted in a five year plan for rate adjustments. Incorporated more citizen involvement in program development and review. Centralized and streamlined the city's procurement activities. Represented the City regularly when dealing with the local press, outside agencies, County Commissioners and staff, as well as citizens. Annual budget $41 million. Directed the efforts of 360 people. Head. Public Works SUD{>ort DeDartment Pacific Division, Naval Facilities Engineering Command Pearl Harbor, HI (Sep 1992 - Jun 1995) Provided facilities/utilities services, transportation and housing management and environmental engineering services to all Navy and Marine Corps installations in the Pacific and Indian Ocean areas. Directly supervised a staff of 126 engineers, other professionals and support personnel. Lead a multi discipline group of engineers and other professionals closing three Naval bases in the Pacific region. Provided skillful coordination among Federal, State, and local agencies such as U.S. Fish and Wildlife Service, Environmental Protection Agency, various State departments and offices, Advisory Council on Historic Preservation, etc. Rigorous time lines, dynamic situations and meager budgets were effectively managed. Public Works Department Head Naval Amphibious Base, little Creek, Norfolk, VA. (1989 - 1992) Provided full range of Public Works Support (including water, sewer, electricity and steam.) Operational budget of $23 million; supervised 350 personnel in all Public Works disciplines including engineering, and white collar professionals and blue collar trades workers. / - I I I I I I I I I I I I I I I I I I I JOB KNOWLEDGE, SKILLS AND ABIUTIES EDUCATION CIVIC AND PROFESSIONAL AFFIUA TIONS PERSONAL Other Positions Held Staff Engineer/Facilities Planner Construction Projects Engineer Construction Contract Manager Facilities and Services Contract Manager -- Experienced in management of diverse people and groups. -- Strong experience as a negotiator. -- Able to successfully build teams, gain consensus, provide a vision and obtain results. -- Versed and successful in Strategic Planning at the City level. -- Successful at selecting and retaining top performing Department Heads and senior managers. -- Self-starter; great communicator. - Strong financial and budgetary background and experience. -- Significant utilities, services and construction management contract experience. -- Experienced with working with City Councils, Citizens, Staff and the Press. Master of Engineering (Civil- Construction Management) University of Florida Bachelor of Science in Engineering (Civil- Water Resources and Fluids) University of South Florida Registered Professional Engineer Florida, #49675 Registered Professional Engineer Virginia, #9735 Member Florida League of Cities Member International City/County Management Association Member Board of Directors for Gulf Environmental Services (Private utility company) Member Lee County Smart Growth Task Force Excellent health. Happily married twenty-nine years to spouse Victoria. Proud father of two sons, Stephen and Paul. ~ I I I I I I I I I I I I I I I I I I I JERRY M. GIVENS EDUCATIONAL BACKGROUND Master of Public Administration - 1974 Bachelor of Arts - Political ScienceIPublic Administration -1971 University of California; Los Angeles, CA SUMMARY OF EXPERIENCE 2000 to Present City of Inglewood, CA (Population: 120,000) Deputy City Administrator 1996 to 2000 Technical Resource Company, TRI Owner/Operator 1984 to 1995 1994 to 1995 1993 to 1994 1992 to 1993 1990 to 1992 1989 to 1990 1985 to 1989 1984 to 1985 Los Angeles County Metropolitan Transportation Authority (Name changed in 1993) Deputy Executive Officer, Operations Deputy Chief Administrative Office Administration Assistant Executive Director Executive Vice President/Special Assistant Deputy Executive Director Assistant Program Director Legislative Representative 1981 to 1983 City of Compton, CA (Population: 90,000) Assistant City Manager 1978 to 1980 Los Angeles Unified School District (Los Angeles, CA) Program Policy Analyst, Board of Education 1974 to 1978 City of Los Angeles City Council (Population: 1,600,000) Legislative Analyst, Office of the Chief Legislative Analyst (Loaned executive from the Los Angeles City Council) COMPENSATION Mr. Givens reports a current annual base salary of$125,000, plus a full benefits package. Address: 3513 West 81st Street Inglewood, CA 90305 Telephone: Home: (323) 753-7003 Work: (310) 412-5111 CLEARWATER-OI-05/01 I I I I I I I I I I I I I I I I I I I Summary of Qualifications Jerry M. Givens 3513 West 815t Street Inglewood, CA 90305 323.753.7003 EDUCATION Masters of Public Administration Degree, 1974. University of California, Los Angeles. Major study emphasis upon local government/municipal systems, and various aspects of community and economic development trends and opportunities, municipal finance and federal and state government finance legislation. Minor emphasis upon organizational development, and municipal policy development relative to administrative structures, procedures and service delivery practices. - Charles F Scott Fellow, Urban Administration Fellow, Urban Transportation Fellow - Chair, Crossroads Africa Program for student/professional exchange Bachelor of Arts Degree, Political Science/Public Administration, 1971. University of California, Los Angeles. Major study emphasis upon local government/municipal structures, policies and practices. Minor emphasis on state and federal legislative processes. - University Policies Commission, Student Registration Fee Subcommittee. ASUCLA Program Grants Task Force, Planning and Building Committee, and Police/Community Relations Program POSITIONS City Of Inglewood Deputy City Administrator TRC, Inc. President LACMTA Deputy Executive Officer City of Compton Assistant City Manager L.A. School District Program Analyst, Board of Education City of Los Angeles Legislative Analyst, City Council - I I I EXPERIENCE I I I I I I I I I I I I I I I I City Of Inglewood Deputy City Administrator (May 2000 - Present) Responsible for the management and oversight of core municipal departments and program service delivery units such as environment services (Le., code enforcement, noise abatement and noise insulation programs), Planning & Research; CDBG; Economic & Business Development; Management Audit Unit; Contract Compliance & Grants Administration; Recreation, Parks & Community Services; Public Works; Housing; and Community Redevelopment Agency. Staff and advises the various municipal Boards and Commissions, including, Aviation Commission, Charter Committee, Human Affairs Commission, Parks & Recreation Commission, Planning Commission, Traffic Commission and others. TRC Co. (TECHNICAL RESOURCE COMPANY) - President (1996 - 2000) Owner/Operator, TRC: A professional consulting firm formed to serve the business development and advocacy needs of public/private sector organizations. TRC consulting, and project management oversight clients: .Abratique & Associates, Inc. .City of Compton .Coast Nursing .Construction Control Services .GeoTopo .HNTB .Pacific 17 .PeopleSoft .Project By Project .RHA Associates .SafeProbe, Inc. . Tri-Med Health Agency .Universal Media Group Design/Engineering City Manager Private Home Health Care Construction Management Geo- Technical Survey ArchitecturallEngineering Construction Management Business Software Management Consulting Energy Conservation utility Survey/Engineering Managed Health Care Media/Marketing LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY 1993-1995 - Deputy Executive Officer, Operations (April, 1995) Responsible for directing and establishing policy for Facilities Maintenance, Equipment Engineering, Rail Operations, Operations Support Services, Equipment Maintenance, Labor Relations, and Administrative Support Services, with a staff of 6,000 employees and an RESUME: JERRY M. GIVENS 2 I I I EXPERIENCE: Continued I I I I I I I I I I I I I I I I operating budget of $500 Million. Provide policy direction, establish goals, objectives and major priorities, and develop strategies and resolution of major issues LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY - Deputy Chief Administrative Officer, Administration (January, 1995) Responsible for directing and establishing policy for Human Resources, ITS, Employee Relations and Management Services departments, with a direct staff of 300 employees and an operating budget of $25 Million. Provide policy direction, establish goals, objectives and major priorities, and advise chief executive and legislative appointees in the development of strategies and resolution of major issues. LOS ANGELES COUNTY TRANSPORTATION COMMISSION 1984-1993 - Assistant Executive Director (July, 1992) Responsible for the LACTC Administrative Division, including the departments of Contract Compliance, Human Resources, Legal Services, General Services, Facilities, Policies & Procedures, ITS, Records Management, Contract/Procurements, Risk Management, and Joint Development & Real Estate. Direct a staff of 500 and an operating budget $31 Million, contract budget of $26 Million and Real Estate acquisition budget of $256 Million annually. Provide administrative direction, planning and strategy on all facets of agency administrative operations. Serve as Executive representative for agency to outside government and private organizations. - Executive Vice PresidenVSpecial Assistant (June, 1990) Responsible for: the direct supervision of Vice Presidents/Project Managers and staff involved in external affairs (marketing & communications), community relations, third- party coordination and related programs of the Rail Construction Corporation, and for the overall quality, cost-effectiveness and utilization of resources. Established system- wide priorities and developed policies for agency operating units. Also responsible for negotiating cooperative agreements and resolving disputes with outside agencies and companies, development of license and easement agreements, overseeing community relations and public participation programs, and for special projects and assignments for the Executive Director. Represented the President of RCC and Executive Director of LACTC in their absence. LOS ANGELES COUNTY TRANSPORTATION COMMISSION - Deputy Executive Director (August, 1989) Responsible for administration and technical program support for various Metro Subway and LRT projects, including the supervision of staff and consultants responsible for third-party coordination, external affairs, project controls/scheduling, RESUME: JERRY M. GIVENS 3 - I I I I I I I EXPERIENCE: Continued contract compliance and real estate acquisition and development. Managed $200 Million program budget, negotiated and executed project agreements and contracts with outside consultants. Represented Program Director at the local, county and state levels. Coordinated and directed work of legal, management and engineering consultants. Made numerous public presentations at local and state levels. LOS ANGELES COUNTY TRANSPORTATION COMMISSION - Assistant Program Director (August, 1985) Responsible for administration and technical program support for the Metro Blue Line (LRT) Rail Transit Project, including the supervision of staff and consultants. Managed $60 Million program budget, negotiated and executed project cooperative agreements and contracts with outside consultants. - Legislative Representative (May, 1984) I I I I I I I I Responsible for Local, State and Federal Government Relations Program. Reviewed, analyzed and proposed legislation and regulatory guidelines affecting agency administrative operations, project development goals and objectives, and budget authorizations. Represented agency at local, state and federal levels to promote and enhance governmental relations. ACHIEVEMENTS: Created and managed a special task force for examining and implementing methods to reduce and control administrative / operating costs resulting in savings exceeding $2 Million annually. Created and managed system of producing, negotiating and implementing master cooperative agreements with all public and private entities. Negotiated project betterment credits valued at over $1.2 Million. Established system of governmental liaison between a regional transportation planning and programming entity and federal, state and locally elected officials Created force account cost reduction program resulting in net savings of$7.5 Million. Recipient of State Senate Resolution recognizing development of programs designed to motivate local youth through educational excellence and community involvement. Special recognition award by local business development associations for outstanding participation in local economic development activities. CITY OF COMPTON, CALIFORNIA - Assistant City Manager (1981-1983) I I Planned, directed and coordinated activities of several municipal departments, including Building & Safety, Planning, Public Works, Water, Equal Opportunity, the Community Redevelopment Agency and Economic Development Departments. Provided policy and administrative support to the Office of City Manager, the Mayor and City Council. Represented City at local and regional Chamber of Commerce meetings, state and federal legislative affairs, and various municipal govemment conferences and events. Coordinated interface and project collaboration with I I RESUME: JERRY M. GIVENS 4 I I I I I I I I I I I I I I I I I I I EXPERIENCE: Continued surrounding municipalities, county and regional government authorities. LOS ANGELES UNIFIED SCHOOL DISTRICT (BOARD OF EDUCATION) - Program Policy Analyst (1978-1980) Conducted research and analysis for five member Board of Education, committees and Office of the Superintendent. Reviewed, analyzed and proposed legislation and regulatory guidelines affecting district administrative operations, project development goals and objectives, and budget authorizations. CITY OF LOS ANGELES (CITY COUNCIL, OFFICE OF THE CHIEF LEGISLATIVE ANALYST) - Legislative Analyst (1974-1978) Responsible for review and analysis of federal and state legislation, municipal codes and ordinances for fifteen member City Council and its various standing and special committees. Monitored and evaluated all City grants funded programs, vendor service contracts, and legal issues pertaining to contract compliance. References: Furnished Upon Request RESUME: JERRY M. GIVENS 5 I I I I I I I I I I I I I I I I I I I No Supplemental Information Form I I I I I I I I I I I I I I I I I I I WILLIAM B. HORNE, II EDUCATIONAL BACKGROUND Master of Arts - Political Science - 1982 Auburn University; Montgomery, AL Master of Arts - Human Resources Management - 1976 Pepperdine University; Los Angeles, CA Bachelor of Science - 1971 University of Tulsa; Tulsa, OK SUMMARY OF EXPERIENCE 2000 to Present 2000 to Present 1999 to 2000 1998 to 1999 City of Clearwater, FL (Population: 101,000) Interim City Manager Assistant City Manager General Support Services Administrative 1995 to 1998 MacDill Air Force Base (FL) Director of Manpower, Personnel and Administration 1993 to 1995 Yokota Air Base (Japan) Commander, 374 Support Group COMPENSATION Mr. Home, II reports a current annual base salary of $ 100,000, plus a full benefits package. Address: 2413 Anthony Avenue Clearwater, FL 33759 Telephone: Home: (727) 669-7097 Work: (727) 562-4046 CLEARW A TER-OI-05/01 I I I I I I I I I I I I I I I I I I I CITY OF CLEARWATER. FL CITY MANAGER SUPPLEMENTAL INFORMATION NAME: William B. Horne II JOB TITLE: Interim City Manager ORGANIZATION: City of Clearwater POPULATION SERVED (number): 109,000 REPORT TO (title): Mayor and City Commission CURRENT (OR MOST RECENT) ANNUAL BASE SALARY: $100,000 ST AFF: Total Organization: 1,700 Total Number You Oversee (Direct And Indirect): 1,700 Largest Number Of Staff Overseen (And Where): 2,300 - Yokota Air Base, Japan ANNUAL BUDGET: OPERATING eAPIT AL Organization: City of Clearwater, Fla $ 159,000,000 $ 159,000,000 $96.000.000 $96,000,000 Portion For Which You Are Responsible: Largest Budget For Which You Have Been Responsible (And Where): $ 159,000,000 $96,000,000 City of Clearwater, Florida 1. Briefly describe your experience and/or most significant accomplishments in each of the following areas, from any position which you have held, utilizing additional paper as necessary: A. Involvement and oversight of major capital projects in a jurisdiction/municipality. (see attached) B. A difficult personnel decision you encountered and the - positive or negative - results which occurred. (see attached) 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. (see attached) CLEAR W A TERFL-O 1-4/0 1 I I I I I I I I I I I I I I I I I I I lA. Involvement and oversight of major capital projects in a jurisdiction/municipality. For the past two years, I have had a management and an oversight role in the following major capital projects as an Assistant City Manager and the Interim City Manager. These projects are scheduled to be completed between 2001-2004. · Memorial Causeway Bridge ($65million estimate) · Main Library ($20.2 million) · North Greenwood Recreation and Aquatics Complex ($4 million) · North Greenwood Library ($800,000) · Sand Key Fire Station ($1.89 million) · North Greenwood Corridor Enhancements and Entry Features ($750,000) · Stevenson Creek Restoration ($6.6 million) · Community Sports Complex ($22 million) lB. A difficult personnel decision you encountered and the - positive or negative _ results which occurred. When I was appointed Assistant City Manager and Interim City Manager, I required all senior managers under my jurisdiction to demonstrate the highest standards of integrity and professionalism. When several (5) of them failed to meet standards, I obtained their resignations. These unexpected turnovers in the senior management ranks of the staff significantly helped to restore employee and public confidence in the combined Commission/Manager leadership team. I also was surprised by the positive reaction, by the other senior staff, to ridding their ranks of problem performers. As a result of this action, coordination and cooperation have greatly increased across the City. 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. I enthusiastically seek the permanent position as City Manager because I am completely confident that I am doing an outstanding job for the citizens of the City of Clearwater. I have a proven track record of public service at both the federal and local level and have a thorough understanding of the very complex issues facing Clearwater today. I have demonstrated the ability to lead our City in the healing process and have established an environment where the council-manager form of government can excel in Clearwater. You have no other applicant who is as committed to this community as a public servant and resident. There are no barriers that would preclude me from accepting this position. I I I I I I I I ,I I I I I I I I I I I William B. Horne II 2413 Anthony Avenue Clearwater, FL 33759 Home: (727) 669-7097 whorne@clearwater-fl.com Office: (727) 562-4046 Summary Highly ethical, exceptionally motivated and results-oriented City Manager professional with over 30 years of progressive leadership and management experience in dynamic and fast paced environments. Demonstrated ability to lead medium to large organizations that provide customer service in areas generally provided by full service City governments. Excellent communication, organizational skills. Possesses specialized skill in diversity management. Professional Experience City of Clearwater Interim City Manager Clearwater, Florida 2000 to Present Appointed by City Commission and serves as Chief Administrative Officer of the City with responsibility for all City departments except the City Attorney's Office. Directly responsible for 1700 employees and accountable for the annual operating and capital budget of $255 million. . Established and maintained cooperative working relationship with City Commission. '. Restored a sense of calmness and equilibrium to a highly stressed City staff organization. . Significantly improved employee morale by providing visible leadership and management characterized by high integrity and fair play at all levels. . Developed unprecedented strong teamwork between senior manager and City departments. Superb consensus builder. . Established a very visible and cooperative working relationship with the City Attorney, unseen in the past three years. . Produced a 2001 Operation Budget that didn't require an ad valorem tax increase. . Reshaped City staff approach toward Redevelopment and Master Planner resulting in production of two major plans, Beach by Design and our Downtown. . Skillfully improved the image of city staff in the media with keen decision-making characterized by high integrity, honesty, openness, and professional cooperation. . Effectively worked with City Commission to improve public confidence in City government. Public support of City Manager's office is strongest in three years. I I I I I I I I I I I I I I I I I I I City of Clearwater Assistant City Manager Clearwater, Florida 1999-2000 Directly assists the City Manager in the management of the City government staff. Oversaw the management of 23 to 27 City departments that provided municipal services to a population of over 104,000 City residents. Responsible for an annual operating and capital budget of $185 million. . Provided day-to-day management of City staff. . Developed unprecedented teamwork among senior manager and departments. . Filled a leadership vacuum within the City Manager's staff caused by the unexpected resignation and non-replacement of Deputy City Manager. . Created internal staffworldng groups to address critical short and long-term financial resource and project management. . Produced 2000 operating and capital budget without an ad valorem tax increase. City of Clearwater General Support Services Administrator Clearwater, Florida 1998-1999 Responsible for the management of an annual budget of $18 million and a staff of 109 that provided Building and Maintenance, Fleet Maintenance, Radio Communications, and Information Technology support to over 1700 customers. . Took charge of disputed, dysfunctional organizations, General Services and Information Technology and made them more productive. . Significantly improved morale and employee accountability at all levels of the General Services and Information Technology organizations. United States Central Command MacDill Air Force Base, Florida Director of Manpower, Personnel and Administration 1995-1998 Equivalent of Director of Human Resources. Led 71 person multi-service organization of military and federal civilian employees providing a range of administrative and personal management services to over 2,000 customers located in Tampa and 13 countries in the Horn of Africa, Middle East and Southwest Asia. Responsible for annual operation and capital budget of $2.5 million. . Commended by the Secretary of Defense for planning and executing politically sensitive evacuation for over 700 family members from Saudi Arabia to the United States and Europe in the aftermath of the 1996 Khoban Tower terrorist bombing. 2 I I I I I I I I I I I I I I I I I I I United States Air Force Commander, 374 Support Group Yokota Air Base, Japan 1993-1995 Equivalent to City Manager of small City. Directed the activities and provided the leadership to over 2300 employees in five organizations: Information Technology/Communications, Civil Engineering, Human Resources, Recreation Services, and Law EnforcementlPhysical Security. These activities provided community support to over 140,000 US Government employees and families who lived on the installation and 2,000 more who lived in the Tokyo, Japan area. · Single handedly turned a troubled, confused group organization of 2300 employees into a model of service and high state of readiness. · Yokota Air Base and community recognized as the best in 5th Air Force. · Provided leadership to organizations that became Civil Engineering and Security Police units in the Pacific Air Force Command. · Successfully managed $17.7 million in quality of life and $56 million in Japanese facility improvements. Education Air War College Montgomery, Alabama 1993 Auburn University Montgomery, Alabama 1982 Air Command and Staff College Montgomery, Alabama 1982 Pepperdine University Master, Human Resources Management Los Angeles, California 1976 University of Tulsa Bachelor of Science, Chemistry Tulsa, Oklahoma 1971 3 I I I I I I I I I I I I I I I I I I I BONNIE RIDLEY KRAFT EDUCATIONAL BACKGROUND Bachelor of Arts - Management - 1987 Maryhurst College; Portland, OR SUMMARY OF EXPERIENCE 1983 to Present* 1992 to Present 1986 to 1992 1983 to 1984 1979 to 1981 City of Gresham, OR (Population: 90,200) City Manager Director of Management Services Treasurer Treasurer * From May 1990 to November 1990, Ms. Kraft served as City Manager Pro Tern for the City of Gresham, OR. COMPENSATION Ms. Kraft reports a current annual base salary of $120,000, plus a full benefits package. Address: 39550 Hood Street Sandy, OR 97055 Home: (503) 668-6934 Work: (503) 618-2300 Telephone: CLEAR W A TER-O 1-05/01 I I I I I I I I I I I I I I I I I I I CITY OF CLEARWATER. FL CITY MANAGER SUPPLEMENTAL INFORMATION NAME: JOB TITLE: ORGANIZATION: POPULATION SERVED (number): REPORT TO: CURRENT (OR MOST RECENT) ANNUAL ~ SALARY: STAFF: Total Organization Total Number You Oversee (Direct and Indirect): Largest Number Of Staff Overseen (And Where): ANNUAL BUDGET: Organization: Portion For Which You Are Responsible Largest Budget For Which You Have Been Responsible (And Where) : Bonnie Ridley Kraft City Manager City of Gresham, Oregon 90,200 Mayor and six City Councilors $120,228 560 employees 560 employees 560 employees, Gresham, Oregon OPERATING CAPITAL $77.2 million $20 million $77.2 million $20 million $77.2 million $55 million Gresham, Oregon 1 I I CITY OF CLEARWATER. FL I CITY MANAGER SUPPLEMENTAL INFORMATION I 1. Briefly describe your experience and/or most significant accomplishment in each of the following areas, from any position which you have held, utilizing additional paper as necessary: I I A. Involvement and oversight of major capital projects in a Jurisdiction/municipality. I The City of Gresham operates three major utilities -- water, wastewater and storm water. In all my positions with the city, I have been involved in the project management and financing for major facilities in each of these utilities. For example, Gresham just completed a $25 million expansion of its wastewater treatment plant. In addition, we have built several water reservoirs for storage and to better manage our water supply. I I However, I was most intimately involved with the planning, design and construction of a new $11.2 million, 85,380 square foot City Hall office building. The city was leasing office space allover the community to house its various functions. The construction of the new building saved the city millions of dollars over time. In addition, it brought all city departments together into one location, resulting in better service to our citizens. I I I I I I I I I 2 I I I CITY OF CLEARWATER. FL I CITY MANAGER SUPPLEMENTAL INFORMATION I B. A difficult personnel decision you encountered and the -- positive or negative -- results which occurred. I I Nearly two years ago, the long-time fire chief left the City of Gresham. I recruited for the position and hired a chief from a neighboring jurisdiction. He neglected to inform me that he had never actually resigned his former position, but had only taken a leave of absence. After three months at Gresham, he opted to go back to his original position. So we recruited again, this time hiring a chief who stayed only four months before taking another, higher paying job in another location. I I Considering that all my department directors are very long term and committed to the city, this was a difficult situation. Further, it was chaotic for the Fire Department, which needed a good dose of stability and leadership at the top. So we recruited a third time, but did not manage to come up with any acceptable candidates. I I At that point, I took another look at exactly what qualities I was searching for in a fire chief. I then found the person within the city organization. The problem was that he had no fire background at all. He was currently manager of the Building Division and before that had been in charge of Economic Development. But he had the skills: he was a leader, an excellent communicator, a visionary -- in short, exactly what the Fire Department needed. Expecting to receive a good bit of resistance from the very-traditional fire department staff, I was pleased with the response from both the fire command staff and the union leadership. They had previously worked with the new chief in other capacities and had a great deal of respect for him. Further, they were willing to give him a chance, as they wanted stability in the department as much as I did. I I I I The new chief has been in place now for six months, and has been fully accepted by the department. In fact, the night I introduced him to council as the new "Director of Fire and Emergency Services", the department presented him with a badge and called him "Chief". I I I I 3 I I I CITY OF CLEARWATER. FL I CITY MANAGER SUPPLEMENTAL INFORMATION I 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. I I INTEREST. I have reviewed the Clearwater Recruitment Profile for the position of City Manager, and I believe that it is a good match for my background and experience, for the following reasons. I Values. The stated values of the organization match up very well to Gresham's values of Quality, Integrity and Respect. Gresham is a values-oriented organization, and I was impressed to see that Clearwater has done much of the same work and had similar priorities as Gresham. I Management Style. I have noted the management style that is important to Clearwater. I am a consensus builder, and work well with a wide variety of interests on my council. I am a high energy person, and am results and performance measurement oriented. In addition, I am supportive of my staff; in fact, one of the accomplishments of which I am most proud is the high quality of executive and management staff that I have built and retained at Gresham. I I I Intergovernmental and regional relations. Similar to Clearwater, Gresham is located in a major metropolitan region, that of Portland. Thus, good working relationships are critical to the success of the city as well as the region. I have served on a number of task forces at the Portland mayor's request, including one on e-democracy, and on the mayor's transition committee. I I Finance Background. The Recruitment Profile especially emphasized a strong background in finance, budgeting and information technology. Before becoming City Manager nine years ago, I was Management Services Director for Gresham, and before that Finance Director. My accomplishments in those positions are noted in my resume. I Represent the city at local, state, national and international levels. Please see my resume for my professional involvement including President of the national Government Finance Officers Association, Chair of the International City Management Association (ICMA) Retirement Corporation Board of Trustees, and member of the Task Force for the ICMA Center for Performance Measurement. I I I BARRIERS. I have considered very carefully whether there are any barriers that would prevent me from accepting the City Manager position of Clearwater. Assuming that a compensation package could be negotiated, both to the benefit of the City of Clearwater and to meet my own needs, I do not believe that any barriers exist. 4 I I I I I I I I I I I I I I I I I I I I I Bonnie Ridley Kraft 39550 Hood Street, Sandy OR 97055 (503) 668.6934 kraft@ci.gresham.or.us EXPERIENCE: CITY MANAGER CITY OF GRESHAM, OREGON 1992 TO PRESENT Responsible for Chief Executive officer duties in the overall management of the fourth largest city in Oregon: Population - 90,200 Annual operating budget - $77.2 million Capital budget - $20 million Reserves - $54 million Employees - 560 Accomplishments: When I began working in Gresham, the population was 10,000. By the time I became City Manager, it had grown to 68,000. Now the population is over 90,000. I have managed growth by targeting specific industries, zoning around quality of life issues, and involving Gresham's citizens in the process. Led Gresham to become a major player in the Portland metropolitan region. Developed contracts to provide services to other local agencies, including fire, emergency services, solid waste and recycling, and business assistance. . Implemented a Business Assistance program to recruit target industries, assist existing businesses, and provide for a mix of housing and business. Led a proactive response to statewide tax limiting measures so services were minimally impacted while the city's financial stability was maintained. Developed good working relationships with three labor unions so that contracts were rolled over rather than negotiated, saving staff time and potential animosity. Developed and implemented a Five Year Management Plan, a tool to implement Council goals over a five year horizon, using benchmarks and performance measurement standards. I I I I I I I I I I I I I I I I I I I Page 2, Bonnie Ridley Kraft CITY MANAGER ACCOMPLISHMENTS, continued Provided fiscal management and leadership that has taken the City from severe budgetary problems to a strong financial condition. Developed an inventory of 746 acres of open space and 300 acres of parks. Created and implemented a strategic planning process that resulted in a police investment plan to increase the number of officers over time, to initiate public/private partnerships that resulted in private management of the city's wastewater treatment plant, and implemented a process mapping and improvement program. Designed and built a new city hall that brought all city offices together and saved the city millions of dollars over time in lease costs. Developed and implemented a compensation program that moved the City away from an "entitlement" mentality for salary adjustments to a pay for performance and market-driven system. OTHER POSITIONS WITH THE CITY OF GRESHAM Director of Management Services - 1986 to 1992 Accomplishments: Government Finance Officers Association (GFOA) Certificate of Achievement for Excellence in Financial Reporting GFOA Award for Distinguished Budget Presentation Upgraded the City's General obligation bond rating to Moodys Aa3, Standard and Poors AA- Developed investment policies which were used by GFOA nationwide as model policies City Manager Pro Tern - May 1990 to November 1990 Finance Director - 1984 to 1986 Treasurer - 1979 to 1981, 1983 to 1984 I I I I I I I I I I I I I I I I I I I Page 3, Bonnie Ridley Kraft EDUCATION B.A. Degree in Management, Marylhurst College, Portland, Oregon PARTIAL LISTING OF PROFESSIONAL ACTIVITIES International City Management Association Retirement Corporation (ICMA-RC) - Vice Chair, Board of Trustees. Retirement Corporation has 500,000 participants and assets of $15 billion. Chair of Nominating Committee and Audit Committee International City Management Association (ICMA) - Member, Center for Performance Measures Steering Committee; past member, ICMA Strategic Planning Committee Oregon ICMA - Member; past Executive Board member Oregon Short Term Fund Board - Governor's appointment to advisory position that oversees the State's investment of local government funds Government Finance Officers Association (GFOA) - GFOA is an organization with 15,000 public finance professional members. Past President; Past Executive Board member; Past Chair of Audit Commission, Nominating Committee, Cash Management Committee, and International Relations Committee. As President, represented GFOA in Israel, Sweden and South Africa Oregon GFOA - Past President; Past Executive Board member; Past Legislative Committee Chair Governmental Accounting Standards Board (GASS) - Member, Service Efforts and Accomplishments Task Force; past member, Joint Task Force on Investment Accounting Legacy Mt. Hood Medical Center - Past Vice Chair of Community Board Greater Gresham Area Rotary Club - Past Executive Board member People to People delegation leader - twice delegation leader of finance professionals to Eastern European countries Other - Frequent speaker at professional conferences and seminars; authored several articles, edited several books, and co-authored one book on public finance I I I I I I I I I I I I I I I I I I I MICHAEL A. McNEES EDUCATIONAL BACKGROUND Master of Business Administration - Management - 1979 Louisiana Tech University; Ruston, LA Bachelor of Arts - Chemistry - 1977 Indiana University; Bloomington, IN SUMMARY OF EXPERIENCE 1984 to Present 1995 to Present 1994 to 1995 1989 to 1994 1986 to 1989 1984 to 1986 Collier County, FL (Population: 250,000) Board of County Commissioners Assistant County Manager Utilities Administrator Management and Budget Director Utilities Finance Director Administrative Assistant to Utilities Director 1983 to 1984 West Coast Windows, Incorporated (Naples, FL) Comptroller 1980 to 1983 Internoth, Ince-Northern Propane Gas Company (Naples, FL) District Manager 1977 to 1979 Louisiana Tech University (Ruston, LA) Graduate Assistant Track Coach COMPENSATION Mr. McNees reports a current annual base salary of$ 119,000, plus a full benefits package. Address: 2120 Harbor Lane Naples, FL 34101 Telephone: Home: Work: (941) 793-7880 (944) 793-7880 CLEARW A TER-O 1-05/01 I I I I I I I I I I I I I I I I I I I CITY OF CLEARWATER CITY MANAGER SUPPLEMENTAL INFORMATION NAME: Michael A. McNees JOB TITLE: Assistant County Manaqer ORGANIZATION: Collier County. Florida POPULATION SERVED (number): REPORT TO (title): CURRENT (OR MOST RECENT) ANNUAL BASE SALARY: 250.000 permanent. 350.000 seasonal County Manaqer $119.000 STAFF: Total Organization: 1400 Total number you oversee (Direct and Indirect): 1400 Largest Number of Staff Overseen (And Where): 1400 - Collier County ANNUAL BUDGET: OPERATING CAPITAL Organization: $429 Million $204 Million Portion For Which You Are Responsible: All All Largest Budget For Which You Have Been Responsible (And Where): Above Above 1. Briefly describe your experience and/or most significant accomplishments in each of the following areas: A. Involvement and oversight of major capital projects in a jurisdiction/municipality: My experience with capital projects has come at many different levels, and I will give three examples. During my tenure as Utilities Finance Director we constructed more than $100 million worth of capital facilities. In addition to master planning for these facilities, I was the county's prime contact in the financing of the projects, as well as directly responsible for contract management from an administrative standpoint. As Utilities Administrator I added I I I I I I I I I I I I I I I I I I I responsibility for the successful completion of the same type of project, including neighborhood impact management. As Director of Management and Budget and Finance Committee chair I was responsible for ensuring adequate funding for capital projects in all areas, annually as much as $200 million plus. Finally, as Assistant County Manager I have had responsibility for the overall management of that same capital construction program, with direct involvement on an as-needed basis in all facets of the program from planning, design and engineering to post-construction dispute resolution. B. A difficult personnel decision you encountered and the - positive or negative - results which occurred: I recently heard the final appeal of an employee whose termination had been recommended by the department head and subsequently upheld by the division administrator. The employee had developed a very uncooperative, almost combative attitude, marked by clearly unacceptable workplace behaviors. On the other hand, this person had once been a model employee. The difficulty in this situation arose when it began to appear to me, as I investigated, that much of the problem was in fact a result of poor supervisory oversight. I then had to consider overturning the termination, potentially upsetting three levels of management, and returning the employee to the dysfunctional situation. Ultimately the solution to this problem took two parts. First, I reinstated the employee, with the condition that she work with our Human Resources Department to find a suitable job within the agency to which to transfer. Secondly, the supervisor whose inaction had been the primary catalyst for the problems was put on a formal corrective and skill-building plan at my direction. The employee was eventually transferred, and told me recently that she is very pleased with her new position, and is in fact a model employee once again. I would like be able to say that I had resolved all difficult employee situations in similarly positive ways, but of course that is not always possible. The lesson, I believe, is to work to understand the situation and the behaviors of the parties before coming to judgment. 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. I have prepared for more than 20 years to assume the role of chief executive, and have demonstrated when given the opportunity that I have the necessary skills to be successful. I am a team and service-oriented, enthusiastic leader whose ethics and commitment to the public good are above reproach. I believe these, in a nutshell, are the qualities the City of Clearwater has outlined. These qualities, combined with my coastal Florida experience, make me an ideal candidate for Clearwater. There are no barriers to my acceptance of this position if selected. I I I I I I I I I I I I I I I I I I I Michael Alan McNees 2120 Harbor Lane Naples, Florida 34104 (941) 793-7880 MeN ees466(a),aol.eom Employment History Board of County Commissioners. Collier County FL (poP. 250.000) - 8/84 to present · Assistant County Manaoer/Chief Qperatino Officer- 9/95 to present. Responsible for all day-to-day operations under Board of County Commissioners (1400 employees, total budget $611 million). Authority on hiring, salary administration and discipline issues. Handle constituent complaints and Commissioner inquiries. Significant public interface including public speaking engagements. Coordination and presentation of large-scale special projects, Le. data, information and strategies regarding a local option sales tax referendum. Responsible for recommendations to County Commission on all debt-related issues. Serve in absence of Manager. (Current base salary $119,000 annually) - Assistant County Manaqer and Interim County Manaqer - 1/97 to 6/97 and 11/99 to 3/2000. Appointed to serve under contract during Manager selection processes. Responsible for execution of exceptionally smooth transition periods on two separate occasions. - Assistant County Manaoer & Actino Emeroency Services Administrator- 5/99 to 5/01 - Additional responsibility for the overall management of the countywide EMS system, Emergency Management and Helicopter Operations Departments, and two dependent fire control districts. - Assistant County Manaoer & Actino Transportation Administrator - 5/00 to 9/00. Assigned to organize, staff, and operate the newly formed Transportation Division including Administrator recruitment. · Utilities Administrator - 2/94 to 9/95. Appointed following forced resignation of Administrator and pending selection of permanent replacement. Senior manager of 200 employee, 75,000 customer water and wastewater utility. Successfully brought order and direction to a division that had gone essentially unmanaged for an extended period of time. Entered into and won a competitive bid with a privatization vendor for operation of the utility. (End salary $60,000) · Manaoement and Budoet Director - 10/89 to 2/94. Overall administration of the County budget ($291 M for FY '94) including policy development. Organizational and productivity analysis, including implementation of a Total Quality Management Program. Served as County contact with "County Government Productivity Committee", a 13 member board that provided public input on governmental operations. Chairman, County Finance Committee, which made recommendations on all major financial issues. Reported to County Manager. I I I I I I I I I I I I I I I I I I I Michael A. McNees - Page 2 Employment History - Continued Board of County Commissioners, Collier County FL - continued · Utilities Finance Director - 4/86 to 10/89 Capital and operating budget preparation and administration. Coordination with consulting engineers, legal staff, financial advisors, bond counsel and underwriters. Supervision of billing, customer service, meter reading, MIS and clerical staffs and supervisors. Purchasing and capital project administration. · Administrative Assistant to Utilities Administrator - 8/84 to 8/96 Research and presentation of items to Collier County Commission, staff work related to assessment districts, rates and other administrative work. Comptroller, West Coast Windows. Inc., Naples, FL - 4/83 to 2/84 Responsible for cash management and budgeting, accounts receivable and payable, supervision of office and order-taking staffs. Start-up of new AlP, AIR systems. $1 Mlyear gross income. District Manaqer, Internorth. Inc.. (Northern Propane Gas Co.) Naples, FL - 2/80 to 4/83 Profit center responsibility for propane gas distribution operation. Duties: Supervision of all operations including product delivery and service, budgeting, expense controls, hiring, training, product inventory control, safety programs, maintaining capital equipment and company property; insuring best possible return on company investment. During this time the District's 12 month average ORR rose from 19.0% to 35.2% on approximately $1 M revenue. Graduate Assistant Track Coach, Louisiana Tech University - 9/77 to 12/79 Sole responsibility for the supervision and training of all sprinters and hurdlers, approximately twenty student-athletes. Education · MBA, Management, Louisiana Tech University, Ruston, 1979 · AB, Chemistry, Indiana University, Bloomington, 1977 (Big Ten Track Champion, 1977) I I I I I I I I I I I I I I I I I I I Michael A. McNees - Page 3 Professional, Community Activities · Member International City Management Association · Member Government Finance Officers Association - Have attended the Advanced Government Finance Institute · Advisory Committee for the Masters Program in Public Administration, Florida Gulf Coast University · President, Naples Players Inc. - One of 10 largest community theaters in the U.S. Recently completed successful $6.8 million capital campaign and construction of two-auditorium theater complex. . Former Board member and 1st Vice President, Children's Advisory Board, Big Brothers/Big Sisters of Collier · Former Member, School Advisory Council, Vineyards Elementary School · Former Member Florida Association of Counties Policy Development Committee, Administration and Finance Technical Advisory Committee · Served as Associate Instructor, Management Principles for various colleges, including Edison Community College and Barry University · Volunteer Varsity Assistant Basketball Coach, Lely H.S., Naples, FL - 5 years References Barbara B. Berry, former Collier County Commission Chairman 11690 Quail Village Way Naples FL 34119 941-597 -2099 Thomas W. Olliff Collier County Manager 3301 East Tamiami Trail Naples FL 34112 941-774-8383 Don Hunter, Collier County Sheriff 3301 East Tamiami Trail Naples FL 34112 941-793-9203 Tom Taylor, CEO Hole, Montes and Associates Consulting Engineers 715 10th Street South Naples FL 34102 941-262-4617 Jim Carter, Collier County Commission Current Chairman 3301 East Tamiami Trail 941-774-8097 Naples FL 34112 I I I I I I I I I I I I I I I I I I I WILLIAM P. MITCHELL EDUCATIONAL BACKGROUND Master of Public Administration - 1994 University of Virginia; Charlottesville, VA Bachelor of Science - Political Science - 1970 Tennessee State University; Nashville, TN SUMMARY OF EXPERIENCE 1985 to Present City of Newport News, VA (Population: 185,700) Assistant City Manager 1980 to 1985 City of Chesapeake, VA (Population: 135,000) Assistant to City Manager 1972 to 1980 City of Charlottesville, VA (Population: 42,000) Administrative Assistant to City Manager COMPENSATION Mr. Mitchell reports a current annual base salary of $ 98,945, plus a full benefits package. Address: 17 Welford Lane Newport News, VA 23606 Telephone: Home: Work: (757) 595-9451 (757) 926-8411 CLEAR WATER -01-05/01 I I I I I I I I I I I I I I I I I I I CITY OF CLEARWATER. FL CITY MANAGER SUPPLEMENTAL INFORMATION NAME: William P. Mitchr.ll Assistant City Manager JOB TITLE: ORGANIZATION: City of Newport News, Virginia POPULATION SERVED (number): 185,700 REPORT TO (title): City Manaqer CURRENT (OR MOST RECENT) ANNUAL BASE SALARY: $98,945 STAFF: Total Organization: 2.431 Total Number You Oversee (Direct And Indirect): 9 Direct/Approximately 1,200 Indirect Largest Number Of Staff Overseen (And Where): Same as above (City of Newport News) ANNUAL BUDGET: OPERATING CAPITAL Organization: $511,070,gQ4 $?q) 11111 ,7110 Portion For Which You Are Responsible: $ 93,100,000 $ 16,040,750 Largest Budget For Which You Have Been Responsible (And Where): $ Same as above $18,040,750 1. Briefly describe your experience and/or most significant accomplishments in each of the following areas, from any position which you have held, utilizing additional paper as necessary: A. Involvement and oversight of major capital projects in a jurisdiction/municipality. B. A difficult personnel decision you encountered and the - positive or negative - results which occurred. 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. CLEAR W A TERFL-O 1-4/01 I I I I I I I I I I I I I I I I I I I Supplemental Information For Clearwater Florida City Manager Position 1. Significant Accomplishments A. Capital Projects Community Recreation Centers The City of Newport News developed a $12 million, BO,OOO-sq. ft. recreation facility, with a 50-meter Olympic size swimming pool. In my responsibility for the city's parks and recreation programs, I oversaw concept development, site selection, design management and construction for the facility. I also directed the development of the center's operating budget. The City's Capital Improvement Program budgets for two additional recreation centers of similar size. My responsibility is the oversight of the development plan for these facilities, including site selection, proposal preparation and presentation and architectural and engineering services selection. Park Development The City of Newport News has a $23 million capital program for Parks construction and Improvements. The program includes projects for parks construction, expansion and facility improvements. I have administered approximately $5 million of the 5 year plan, including planning, design and construction activities. Street Improvements The City has budgeted $13 million in its capital program for street reconstruction and repaving. I have managed the planning and implementation of $2.5 million of the projects. This involved assessment, street selection and construction administration. I I I I I I I I I I I I I I I I I I I Sewer Rehabilitation and Storm Water ManaQement The City's capital program includes 21 million dollars for sanitary sewers and 10 million dollars for storm sewers. In addition to managing the planning of the program, I have provided oversight for the implementation of $2.5 million in sanitary sewer rehabilitation and $1.3 million in design and construction for storm sewers. Central City and Downtown Development A $70 million mixed use project in the mid-town area of the city and a $40 million downtown redevelopment are underway. To support the mixed use development, the City sold the land for the project and provided $15 million in infrastructure including $13 million for the construction of a parking garage. The downtown project includes land acquisition, infrastructure improvements and use of a development authority for office building construction and leasing. As a member of the executive staff and development team, I participated in the formulation of the development and finance strategy and the oversight of the implementation of these public- private partnerships. B. Difficult Personnel Decision A police officer was killed during an undercover sting operation that went awry. In an interview with the media following the incident, the Police Chief described the operation as text book except for the death of the officer. The local newspaper demanded a complete probe of the operation. With the assistance of the Governor the City Manager appointed an outside investigative panel of law enforcement experts. I was the City Manager's Office liaison to the panel. The investigation found the sting operation seriously flawed. I carried out the task of imposing the necessary disciplinary action against several ranking police personnel. The Police Chief also resigned from his position. Unfortunate but justified, these decisions I I I I I I I I I I I I I I I I I I I restored public confidence in the accountability of the Police department's management. 2. Reasons for Interest in Position I have many years of increasing responsibility and senior management experience in complex local government organizations and urban environments. This background allows me much more to contribute toward helping a governing body to provide its constituents with the highest quality of life possible within the community's resources. Also, I welcome the challenge of pursuing personal and professional accomplishment on behalf of the collective aspirations of a vibrant city. In addition to the appeal of the Clearwater area, I relish the Florida climate. There are no personal barriers to me accepting the job, if the City of Clearwater and I can come to mutually agreeable terms. I I 'WILLIAM P. MITCHELL I 17 Welford Lane-Newport News, Virginia23606- 757/595-9451 (H) 757/926-8411 (1f? E-Mail: bmitchel@ci.newoort-news.va.us I I OBJECTIVE To obtain a position as a City Manager of a moderate size or Deputy City Manager of a large, full- service local government. I SUMMARY QF QUALIFICATIONS · Many years of progressively responsible experience in local government senior management and administration. I · Masters Degree in Public Administration with emphasis in budgeting and fInancial management. I · Proven ability in staff organization, staff leadership, team building, program implementation., problem solving, budgeting, strategic planning, public relations, and conducting effective relations with elected and appointed officials. I EXPERIENCE I I ASSISTANT CITY MANAGER Newport News, Virginia 1985-Present Population 185,700 I Direct and manage city operations and service delivery systems for a full-service city, with an annual operating budget of $500 million., with responsibility for Public Works, Parks and Recreation, Social Services, Libraries, Public Health, Behavioral Health and Management Information Systems. Experience includes management of Police, Fire, Juvenile and Adult Corrections, Emergency Communications and Emergency Management. Responsibilities encompass budgeting, fInance, human resources management and strategic planning. Experience includes transportation., human services, housing, redevelopment, and tourism. Committed to customer service, TQM, high performance organization., and citizen involvement values. Duties include employee relations, community relations, regional government relations and the use of negotiating skills. I I I ASSISTANT TO CITY MANAGER Chesapeake, Virginia 1980-1985 Population 135,000 I Developed, evaluated and directed city programs for Human Services, Public Utilities, Public Safety and Capital Projects. Also administered city-wide productivity improvement program and represented the City on regional boards and authorities. I I I I I I I I I I I I I I I I I I I I I I 'WILLIAM P. MITCHELL 17 Welford Lane-Newport News, Virginia23606- 757/595-9451 (H) 757/926-8411 (U? E-Mail: bmitchel@ci.newoort-news.va.us SUMMARY OF OUALIFICATIONS · Many years of progressively responsible experience in local govenunent senior management and administration. · Masters Degree in Public Administration With emphasis in budgeting and fInancial management. · Proven ability in staff organization, staff leadership, team building, program implementation, problem solving, budgeting, strategic planning, public relations, and conducting effective relations with elected and appointed officials. EXPERIENCE ASSISTANT CITY MANAGER Newport News, Virginia 1985-Present Population 185,700 Direct and manage city operations and service delivery systems for a full-service city, with an annual operating budget of $500 million, with responsibility for Public Works, Parks and Recreation, Social Seryices, Libraries, Public Health, Behavioral Health and Management Information Systems. Experience includes management of Police, Fire, Juvenile and Adult Corrections, Emergency Communications and Emergency Management. Responsibilities encompass budgeting, finance, human resources management and strategic planning. Experience includes transportation, human services, housing, redevelopment, and tourism. Committed to customer service, TQM. high performance organization, and citizen involvement values. Duties include employee relations, community relations, regional govenunent relations and the use of negotiating skills. ASSISTANT TO CITY MANAGER Chesapeake, Virginia 1980-1985 Population 135,000 Developed, evaluated and directed city programs for Human Services, Public Utilities, Public Safety and Capital Projects. Also administered city-wide productivity improvement program and represented the City on regional boards and authorities. I I I I I I I I I I I I I I I I I I I I ROBERT M. MURPHY EDUCATIONAL BACKGROUND Master of Urban Affairs - 1975 Virginia Tech; B1acksburg, V A Bachelor of Arts - History - 1970 Old Dominion University; Norfolk, V A SUMMARY OF EXPERIENCE 1997 to 2001 * Carteret County, NC (Population: 61,587) County Manager 1983 to 1996 City of Poquson, VA (Population: 12,500) City Manager 1981 to 1983 Nelson County, VA (Population: 13,000) County Administrator 1975 1977 City of Portsmouth, VA (Population: 110,000) Grants Analyst * Mr. Murphy left his position in April 2001 after an election changed the Council. COMPENSATION Mr. Murphy reported an annual base salary of$ 88,000, plus a full benefits package while with the Carteret County, NC. Address: P.O. Box 3181 Atlantic Beach, NC 28512 Telephone: Home: (252) 222-4536 CLEARWATER-OI-05/01 I I I I I I I I I I I I I I I I I I II CITY OF CLEAR\V A TER. FL CITY MANAGER SUPPLEMENTAL INFORMATION NAME: 'Rnhprt- M Mllrpl1y JOB TITLE: County Manager 4/97 - 4/01 ORGANIZATION: Carteret County POPULATION SERVED (number): 60,000 (permanent) 200,000 (seasonal) REPORT TO (title): Board of Commissioners (7) CURRENT (OR MOST RECENT) ANNUAL BASE SALARY: $88,000 (Base) STAFF: Total Organization: 350 Full Time Total Number You Oversee (Direct And Indirect): 250 (Estimate) Largest Number Of Staff Overseen (And Where): 350 Carteret County ANNUAL BUDGET: OPERATING eAPIT AL Organization: ~~0.9 millionS 4.7 million Portion For Which You Are Responsible: $ 43 million $ 4.7 million Largest Budget For Which You Have Been Responsible (And Where): $ 60.9 millions 4. 7 milion Carteret 1. Briefly describe your experience and/or most significant accomplishments in each of the following areas, from any position which you have held, utilizing additional paper as necessary: A. Involvement and oversight of major capital projects in a jurisdiction/municipality. B. A difficult personnel decision you encountered and the - positive or negative - results which occurred. 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. CLEARWA TERFL-OI-4/01 I I I I I I I I I I I I I I I I I I I lA Involvement and oversight of major capital projects Carteret County, North Carolina, 1997- 2001 Developed and recommended to the Board of Commissioners an $80 million five year capital improvement program that included county and school projects. The plan relied upon pay-as- you go, debt and grant funding. Instrumental in the creation of the County Transportation Committee which developed a county wide transportation improvement plan. The plan includes a number of highway and bridge upgrades and replacements. The top priority item is the construction of a new medium rise bridge and highway approaches connecting the cities of Beaufort and Morehead City. I was actively involved in the selection of the preferred location of the bridge. The project location was particularly sensitive and controversial given the potential impact on historic Beaufort. A recommended location was eventually found that satisfied the Beaufort City Council and met traffic flow requirements. Construction is scheduled for 2007 A number of bond funded school renovation and construction projects were already underway when I arrived in the county. In North Carolina the county bears the full cost of school construction and issues any debt associated with school projects. Projects included the construction of a new high school and elementary school, renovations to several older schools and school technology upgrades. Unfortunately, The $29 million bond funding fell well short of the $40 million required to finish the projects. Moreover, no funding had been devoted to equipping the new schools. I helped develop a revised funding plan to finish and equip the projects and also instituted a new school capital project oversight program to insure that the school system could never put the county in such a situation again. The Board of Commissioners and county staff now are involved in school capital projects from their inception and playa strong role in determining the need for a project, project scoping, cost estimating, land acquisition, architect selection and construction oversight. The county has been involved in one project under the new program from start to finish; a new middle school which was done for a moderate square footage cost and which was completed well within budget. Planning is now underway for two new elementary schools and other renovation projects. Closed the purchase of land for a county industrial park and used a combination of county and EDA funds to develop the park. The total cost of the project was approximately $1 million and the project was completed within budget. Plans have just been completed to expand the park with the road, drainage and utility work to be funded by private property owners. Facilitated the creation of a private marine services industrial park that has created several hundred new jobs in the county. The county obtained a $900,000 grant to extend sewer and water to the site. The county staff managed the utility construction project which was designed and constructed by private firms. The project was completed within budget. Construction will begin shortly on a new County health and mental health building which will be located in a vacant small strip shopping center that formerly housed a grocery store, drug store I I I I I I I I I I I I I I I I I I I 2 and package store. The site is ideally located near a medical office park and the county owned hospital. The location of the facility should make it easier for the hospital to refer non paying patients seeking primary medical care in the hospital's emergency room to the health department, thus relieving the hospital of a signicant cost. The project also brings abandoned buildings that were becoming an eyesore back to productive use. The total cost estimate for the project is $5 million. The project is being paid for through a combination of rents that will no longer have to be paid for other facilities and funds that are being freed up following the closing out of two debt issues. The project will have no impact on the county tax rate. Significant improvements have been made to county parks over the past four years. Plans for new school facilities have included public recreation components. Additional land has been acquired for park development and existing parks have been improved through a combination of local and grant funds. Developed a plan to construct a new branch library on community college property in the fast growing western area of the county on land owned by Carteret County Community College. The college has owned the land for several years but has never secured the funding to develop it. Having been relieved ofland acquisition costs, we can afford to oversize the library and provide additional classroom space for the college. Architect selection is now underway and the project is scheduled for construction next Fall, pending Board of Commissioner approval. The county operates a mainland, sound front convention/civic center that is no longer competitive with some of the newer and larger facilities along the North and South Carolina coasts. Working with our hospitality and tourism industry we commissioned an independent study that determined there is a strong market for an ocean front convention center in our county and that such a center would significantly expand hotel business in the Spring and Fall months. We solicited proposals from private firms interested in joining the county in a publici private partnership to construct a facility. Any cost incurred by the county would be funded by the county's occupancy tax and the project would have no impact on general fund revenues or the county tax rate. The proposals may be considered by the County Commission in the near future. The county derives almost half of its local taxes from the privately developed area of Bogue Banks. As the result of inlet dredging and storms, the ocean beach on the Banks has eroded significantly. In an effort to protect our tax base the county has worked very closely with the four towns located on the Banks to develop a beach nourishment program. The county has led the effort to secure Army Corps funding for a long term nourishment project and we are now in the feasibility stage with construction expected in 2008. Recognizing that we could lose a great deal of valuable property before the Corps project begins we have worked to develop a locally funded nourishment project th~t coma pT~serve the beach over the short term. To that end, the county paid for an engineering study to design a project and the county is now seeking the needed permits for construction. The interim project is expected to cost $12 million and will be paid for with additional property taxes on Bogue Banks property owners. The project was overwhelmingly approved by beach residents in a referendum. I I I I I I I I I I I I I I I I I I I 3 Poquoson, Virginia, 1983-1997 Poquoson is primarily a residential community located on the Chesapeake Bay. While there are some very valuable properties in the city, the city government struggled to maintain a low tax rate and generate sufficient funds pay for city services and operate a city school system. The Council had identified approximately 400 acres of undeveloped property strategically located at the entrance to the city as our best hope to attract new businesses to the city and expand our tax base. The land contained over 80 individual parcels owned by different parties and it was not served by utilities. The city had the property master planned based on a market analysis and worked with the property owners to rezone the area. A key element of the plan was the creation of a Village commercial zone that was intended to serve as a new city center and would include both retail and residential uses. To provide a stimulus for the development of that zone the city acquired land for the construction of roads and drainage, extended utilities and built a new city hall and library at the planned center of the village zone. Additional public land was set aside for a future recreational center. Acquired land for a new primary school and managed the debt issue to finance construction. Developed a master sewer plan for the city that charted the growth of the sewer system through city build out. The plan detennined location and sizes of pump and lift stations and lines and was used as a basis to determine charges to developers. The plan was also used as the basis for a major system funded upgrade of pump stations and lines. Also managed the expansion of the system to several neighborhoods still served by individual septic systems. The expansion was paid for by the new customers. Facilitated the planning and scheduling of the widening of the city's main thoroughfare. The project was done in three phases and I was involved in the first two. The project was very controversial and stretched over several years. The:final road design was the result of much give and take between tlle State Highway D~partment engineers, the city and residents. Partnered with York County on the construction of a new county/city courthouse in Yorktown, Virginia. The city was involveq m site selection, design and construction management elements. Major part of the project was the negQtiation of the city and county sharing of cost in which the city fared very well. Served with the managers ofY ork County, Williamsburg and James City County on an authority that planned and constructed a regional jail. I was involved in all elements of the project but took the most pride in the favorable terms I negotiated for the city's share of the capital and operating costs for the facility. I I I I I I I I I I I I I I I I I I I 4 James City County, Virginia, 1977- 1981 Acted as the owner's representative during the construction of a four building county government complex on land donated by the Anheuser Busch corporation. The project was developed as a campus like setting on property adjacent to a Busch owned residential development and Busch Gardens. Planned and coordinated the construction of two fire stations. IB Difficult penonnel situation During my career as a manager I have dealt with difficult personnel issues. However, I do not mind admitting that the number is not a very large one. I firmly believe that if a manager is very clear in his or her expectations, provides the necessary resources to do the job and fosters a supportive and rewarding work environment then most people will respond with more than the required effort. Having said that, there have still been some occasions when I have had to deal with department heads who were not performing in a satisfactory manner. I was hired by a Carteret County Board of Commissioners who were intent on establishing a professional, efficient and effective county government. Prior to the new Board assuming office, the county government was not run in a professional manner and the community had grown tired of a county government that did not respond to the community's needs. I was hired to help implement the vision of the new board, but I inherited a staff that had never been asked to do the quality of work we expected. I knew that I had to motivate a number of entrenched department heads to make some fundamental changes in their approach to their jobs. I began with a day long staff retreat away from the office where I introduced myself and talked about the priorities of the Board of Commissioners, their expectations of me and the help I would need from the department heads. I talked about my management philosophy and how I intended to approach the manager's job in Cartert County. I stressed the need to strive for excellence and to constantly reexamine our ways of doing things. The day was also an opportunity for the department heads to introduce themselves to me and share their thoughts. I followed the retreat with individual meetings with department heads where we discussed the status of their departments and began to form improvement goals. These individual meetings were followed up by the submission of work plans which detailed specific items that would be accomplished over a period of time. These work plans became the basis for merit raise determinations several months later. I maintained close contact with the staff and did a lot of "managing by walking around". I also set a very high standard for myself and I think that my own strong work ethic had some motivating influence on others. I I I I I I I I I I I I I I I I I I I 5 Most department heads responded very favorably to the new management approach and we began to turn things around much quicker than I had expected. The majority of the county commission expressed their appreciation to the staff for the improvement in the quality of work and the number of citizen complaints fell off dramatically. There were those few department heads, however, who could not adapt to the increased expectations. Two department heads retired, a couple of others decided to seek employment elsewhere and two department head positions were eliminated as a result of reorganizations of departments. Overall, morale improved as the work quality improved and most department heads seemed to get more satisfaction from their jobs. 2 Interest in position and any possible barriers I learned of the position opening through the ICMA Newsletter. The Clearwater position caught my eye because of the city's coastal location which is important to me both professionally.and personally. My interest was piqued enough that I went to the city's web site and learned more about the city government, issues facing the city and the quality of life in the city and surrounding area. Based on my initial search, I was interested enough to send in my resume and my interest has grown since I have reviewed the more detailed position profile. I sense that my professional background, personal traits, values and management style are consistent with what the Mayor and Commissioners are looking for in a new manager. I was particularly impressed with the city government's statement of values which match up well with my personal beliefs about governing and managing a local government. Regardless of the experience or abilities a manager brings to the position, it is essential that the council and manager share the same set of core values. It would appear that the Commission is committed to running an open, honest and progressive government and that is the environment in which I am most effective. My professional experience includes many of the issues facing Clearwater. Much of my career has been spent in communities where tourism is a very strong presence and I think I have an excellent understanding of the dynamics ofa tourist economy. I have a reputation as a skilled financial manager who works hard to develop well reasoned, performance based budgets and whotrys very hard to keep tax rates to a minimum. The bond ratings for Carteret and Poquoson were elevated during my tenure in those communities which is indicative of improved financial conditions. Finally, I have considerable successful experience in economic development and growth management. My personal traits and management style conform to the characteristics outlined in the position profile. I am proud of the good working relationships that I have enjoyed with governing bodies and indivual members over my career. I adhere very strictly to a rule that all members should share in the same information and be treated equally. I am very much a "doer' who strives to I I I I I I I I I I I I I I I I I I I 6 improve the quality and efficiency of services. I encourage new ideas and motivate staff to find innovative approaches to service delivery. My management style is very open and I am always available to the commission, staff and public. I have attracted top flight professionals and have always maintained a mutually supportive relationship with my staff I think Clearwater may satisfy both the professional and personal criteria I am looking for in a position. Professionally, the position would seem to provide an opportunity to work for a progressive governing body committed to professional government . The positon also offers the chance to tackle a variety of interesti,ng and challenging policy issues. Personally, the community offers the outstanding quality of life I am seeking for my family. We very much enjoy coastal living and Clearwater offers some of the best coastal living in the nation. There are no barriers that would affect my ability to accept the Clearwater City Manager's position or to perform successfully if selected. I I I I I I I I I I I I I I I I I I I Robert M. Murphy P.O. Box 3181 Atlantic Beach, NC 28512 252-222-4536- Home 252-342-0337- Cell Background Summary Twenty years experience as a city and county manager in growing, dynamic communities. Career includes serving as manager of a coastal community with a substantial tourist and commercial tax base and long term service as a manager of a rapidly developing suburban city located in a major metropolitan area. Professional Experience 1997 to 2001 County Manager, Carteret County, North Carolina (population 61,587 permanent, 196,000 seasonal) Located on the central coastline of North Carolina, the county is a popular tourist destination with such attractions as barrier island beaches, sport fishing and historic areas. County administration has played an important role in the continuing effort to grow and diversify the county's economy and tax base. Successes thus far have included the development of a county owned business park and a partnership with a private company to develop a marine industrial park on the intercoastal waterway. Plans are being completed to extend utilities to an island adjacent to the Morehead City State Port to facilitate the development of a Port Industrial Park. Last year two national rating agencies cited the growing diversity of the county's economy and its sound financial management practices when they upgraded the county' bond rating to AA3. No other county in North Carolina of comparable population enjoys such a high bond rating. Significant emphasis has been placed on planning for the county's future. Carteret County is the first county in eastern North Carolina to undertake the development of a county-wide comprehensive plan addressing growth, environmental management issues, utility needs, development standards and municipal and county services. The plan is being developed in cooperation with the county's eleven municipalities, representatives from unincorporated areas and different interest groups in the county. A five year capital improvements plan has been developed that prioritizes needed governmental and school projects and offers a financing strategy for accomplishing the projects. Other accomplishments include the presentation of four county budgets that have expanded services but kept the county's tax rate among the lowest of any county in the state; reorganization of several county departments and reduction of personnel through attrition; numerous cost saving measures throughout county departments; aggressive pursuit of federal and state grants which have provided over $15 million for housing improvements, utility extensions, planning programs, public safety and emergency beach restoration; improved cooperation with the towns and school system; and replacement of the county's financial management and tax software. 1983-1996 City Manager, Poquoson, Virginia (population 12,500) Surburban, full service city, located on the Virginia Peninsula in the Hampton Roads metropolitan area. Poqouson experienced considerable residential and commercial growth throughout the 1980's and 90's. In an effort to better guide growth, numerous changes were made in the city's zoning, subdivision and development ordinances. Master sewer and drainage plans were developed. A fIVe year capital improvement program was incorporated as an element of the city's comprehensive plan and funding for capital improvements was increased substantially. Specific capital projects included city street upgrades, sewer and water improvements and school I I I I I I I I I I I I I I I I I I I construction. A new municipal building and library were constructed as anchors for a planned town commercial center in an undeveloped area of the city. Despite significant growth in services, the city staff increased very little during tenure and the tax rate remained well below the average for Virginia cities. Progressed from having to short term borrow to meet expenses to having a healthy fund balance and an improved bond rating. Reappointed to the City Manager's position six times following council elections. 1981 -1983 County Administrator, Nelson County, Virginia (population 13,000) Served as Chief Administrative Officer reporting to an elected Board of Supervisors. Nelson County is in Central Virginia and is the location of the Wintergreen Resort. The duties and responsibilities of the administrator's position were similar to those of subsequent Managers' positions. 1977-1981 Assistant to the County Administrator (population 40,000) Management position within office of County Administrator. James City County is adjacent to Williamsburg, Virginia and was a fast growing community during my tenure. Anheuser-Busch Brewery, Busch Gardens and numerous retail outlet stores are located in the county. Responsibility for oversight and policy development in the areas of public works, utilities, comprehensive planning, building inspections, community development, economic development and grants. Responsibilities included program, personnel and budget administration. 1975-1977 Grants Analyst, City of Portsmouth, Virginia Assistant Department Head in Federal Grants Office of the City of Portsmouth, which was an arm of the City Manager's office. Education 1993 Senior Executive Institute, University of Virginia Program for Senior Local Executives 1981 Federal Executive Institute, Charlottesville, Virginia Program for Senior Level Federal Executives. (Invited to attend) 1975 M.U.A. Master of Urban Affairs, Virginia Tech 1970 B.A., Old Dominion University Other Board of Directors, North Carolina Water Congress, 2000 Full Member, International City Management Association Member, North Carolina City and County Management Association Appointed by Govemor of Virginia to serve on District 15 Regional Economic Development Council, 1995 Chairman, Hampton Roads Chief Administrative Officers Organization, 1996 (City Managers! County Administrators) Treasurer, Hampton Roads Planning District Commission, 1995 Vice Chairman, Virginia Peninsula Regional Jail Authority, 1996 U.S. Army, 1970 to 1972 - I I I I I I I I I I I I I I I I I I I ROBERT S. N OE, JR. EDUCATIONAL BACKGROUND Master of Public Administration - 1974 Bachelor of Arts - 1964 University of North Carolina; Chapel Hill, NC SUMMARY OF EXPERIENCE 1999 to Present Town of Leesburg, VA (Population: 30,000) Town Manager 1994 to 1999 City of Tamarac, FL (Population: 52,000) City Manager 1991 to 1993* City of Hollywood, FL (Population: 125,000) City Manager 1990 The Anden Group (Alexandria, VA) Vice President 1978 to 1989 Prince William County, VA (population: 230,000) County Executive Recruitment 1972 to 1978 Town of Herndon, VA (Population: 12,000) Town Manager 1970 to 1972 Henrico County, VA (Population: 150,000) Administrative Assistant to County Manager 1966 to 1969 City of Durham, NC (Population: 100,000) Assistant Personnel Director/Intern * From January 1991 to November 1991, Mr. Noe, Jr. was a Consultant. COMPENSATION Mr. Noe, Jr. reports a current annual base salary of$ 118,300, plus a full benefits package. Address: 306 Edwards Ferry Road Leesburg, VA 20176 Telephone: Home: (703) 669-0990 Work: (703) 771-2700 CLEARWATER-OI-05/01 - I I I I I I I I I I I I I I I I I I I CITY QF CLEARWATER.. FL CITY MANAGER SUPP~EMENT~LINFORMAllQN NAME: Robert S. Noe, Jr. JOB TITLE: Town Manager ORGANIZATION: Town of Leesburg, Virginia POPULATION SERVED: 32,000 REPORT TO (title): CURRENT (OR MOST RECENT) ANNUAL BASE SALARY STAFF: Mayor and Council $118,300 Total Organization: 300 Total Number you oversee 15 direct reports; responsible for all 300 Largest Number of Staff Overseen (And Where) 2000+ Prince William County, Virginia ANNUAL BUDGET: OPERATING CAPITAL $120,000,000 $120,000,000 Organization: Town of Leesburg $67,000,000 Portion For Which You Are Responsible $67,000,000 Largest Budget For Which You Have Been Responsible (And Where): $154,000,000 Prince William $120,000,000 Leesburg I I I I I , I I I I I I I I I I I I I I Robert S. Noe, Jr . (continued) City of Oearwater page 2 1. Briefly describe your experience and/or most significant accomplishment in each of the following areas: A. Involvement and oversight of major capital projects in a municipality. During my eleven-year tenure as County Executive of Prince William County, Virginia, we constructed several major capital projects for which I was responsible. Among these are a regional judiCial center, regional adult detention center, county administration building, sports complex including a minor league baseball stadium, two senior dtizen centers, and a juvenile detention center. All of these projects were administered by county personnel responsible to me except for the stadium, which was a joint effort with the county park authority. I was involved with each facility when I was needed. Project managers made periodic progress reports and we reported to the Board of SuperviSOrs (governing body) as appropriate. I coordinated the publiC educational campaign for the judidal center referendum in close consultation with the Chair of the Board of Supervisors. The Chief Judge and I resotved issues regarding courthouse design. This was a challenging opportunity because all judges did not share the same views. Each facility had an excellent construction supervisor. My involvement varied depending on the issues that developed. B. A difficult personnel decision you encountered and the results. When I was appointed county executive, the deputy county executive had come within one vote of being named county executive. As I assumed my responsibilities, I looked forward to developing a dose working relationship with the deputy. Being mindful that she almost was appointed county executive and recognizing the emotions involved, I was committed to her continuing success. I hoped she would be my most trusted colleague and ally. She was a long-term county employee, having worked her way through the ranks, knowledgeable about the issues, insightful regarding the governing body and respected by the employees. I I I I I I I I I I I I I I I I I I I Robert S. Noe, ]r . (continued) City of Oearwater page 3 Over a period of several months, I began to realize that she was ineffective. After a number of discussions with her that produced no meaningful change, I concluded that she was unable to perform at the necessary level. I spoke with each member of the governing body and learned that she had revealed during her interview that she was unsure if she would be able to continue successfully if she were not appointed county executive. She elected to retire. 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. The first requirement for my job is that it be a pleasant place to live. My wife and I would enjoy living in Clearwater. Where we live is as important as where I work. In addition, I enjoy the kinds of professional challenges presented by Oearwater. There seems to be the political will to address a number of significant issues simultaneously. I believe that Clearwater is a city on the move. When I visited Oearwater for the "Transforming Governmenr' Conference and the Florida managers meeting in 1999, I was excited by the activity and plans to move the city to a new level. To improve any city requires a partnership among the political leadership, citizens, business community, an energized and enlightened staff and the manager. My career has been spent developing partnerships and relationships with these key groups to move the community forward and to enhance the delivery of munidpal services. This is what I do best and enjoy the most and it would make me a valuable member of the Clearwater team. Exdting things are happening in Clearwater and I want to be a part of this dynamic city. There are no barriers to my accepting this position provided a competitive contract is offered. - I I I I I I I I I I I I I I I I I I I ROBERT S. NOE, JR. 306 Edwards Ferry Road Leesburg, VA 20176 0) 7037712700 H)703 669 0990 PROFESSIONAL EXPERIENCE: Town Manager Town of Leesburg SepteDlber1999-present Leesburg, Virginia Leesburg is the county seat of Loudoun County, the third fastest growing county in the United States. Located in Northern Virginia and the Washington, D.c. metropolitan area, downtown Leesburg has retained its historic charm while working its way into the 21 st Century. Leesburg has a rapidly growing population of 30,000, many of whom work in the high tech sectors at Dulles and Tyson's Comer. The town has a staff of 300 and a budget of $52,000,000. We produced "Major Issues," the foundation of the strategic planning/transforming government efforts to help the government operate more like a business. City Manager City of TaDlarac February1994-September 1999 Tamarac, Florida Tamarac, a growing city of 52,000, contiguous to Ft. Lauderdale, has a budget of $46,000,000 and 320 employees. We have pursued the goal of "institutionalizing good government," which has resulted in pervasive change in virtually every area of the government. Working closely with the governing body and a reconstituted group of energized employees, we have enjoyed many accomplishments including the following: · Instituted strategic planning processes based on "Major Issues" (I and II) resulting in governing body goals tied to the budget process, · Achieved a culturally diverse workforce, · Secured six corporate relocations in four years resulting in the creation of more than 500 new jobs and the investment of more than $30,000,000., · Building a senior/community center with general obligation bonds, · Repaving all neighborhood streets with retrofitted storm drainage systems and median beautification, financed with revenue bonds, · Installed state of the art central computer and accompanying software, · Established emergency medical response and transport system including dual trained firefighters/paramedics, · Implemented voluntary early retirement program to facilitate culture change, · Implementing a geographic information system, · Installed 401(a) retirement program, reducing City pension liability, · Provided email and Internet connections for most employees, · Consolidated two City owned utility systems, · Earned Distinguished Budget Presentation Award from GFOA. I I I I I I I I I I I I I I I I I I I Robert S. Noe, Jr. page 2 City Manager City of Hollywood November 1991-September 1993 Hollywood, Florida Hollywood, a port city south of and contiguous to Ft. Lauderdale, has a population of 125,000, a budget of $120,000,000. including utilities, and 1500 employees. My tenure was difficult, highlighted by the discovery of things that had been either ignored or hidden for many years. Status quo and mediocrity were prevalent; some desire to change existed but not much acceptance of the consequences. In spite of the fact that the Commission changed dramatically four months after I was hired, many substantive things were accomplished during my 22 months before I was fired, including: · Established a strategic planning process based on "Major Issues" which tied governing body goals to the operating budget, · Changed auditors on my recommendation, which produced a management letter with over 100 findings of significant weakness including material weakness, · Established a professional budget office and opened the budget process both in participation and information, · Resurrected a major computer upgrade from stagnation to state of the art, · Completed a pay plan, classification, benefits study, · Completed a major fee analysis and cost allocation plan that could have yielded $4,000,000. in new revenue, · Reestablished an employee recognition program, · Presented a restructuring plan that could have reduced spending by $2.5 million dollars. Consulting January 1991-November 1991 After leaving the private sector, I consulted until I was appointed Hollywood City Manager. During this time, I had three clients. Vice President The Anden Group January 1990-December 1990 Alexandria, Virginia The Anden Group was a land developer and builder. My responsibilities included planning and zoning. County Executive Prince William County September 1978-December 1989 Woodbridge, Virginia Prince William County is a full service, rapidly growing county in the Washington, D.C. metropolitan area that had a population of 230,000, a budget of$154,000,000. excluding schools and utilities, and more that 2000 employees. In eleven years as County Executive, we changed the way the government operated; we opened the government, made it more professional and strategically addressed the issues, including accomplishing the following: I I I I I I I I I I I I I I I I I I I Robert S. Noe, Jr. page 3 Prince William County (continued) · Emphasized the importance of having and helped to develop a vision, · Produced "Major Issues" using a team approach involving all department directors and key staff, which governing body used to establish goals and programs, · Devised budget process which virtually eliminated hostility at the governing body level; earned national and state awards, · Built a sense of team between/among governing body, staff, and manager, · Attracted and retained outstanding staffby expecting department directorslkey assistants to participate in issue resolution outside of their areas of primary responsibility; saved considerable money otherwise required for consultants, · Encouraged innovation at all levels of the organization; publicly recognized outstanding employees and managers, · Held quarterly meetings open to all employees, initiated weIIness and employee assistance programs, eliminated smoking in county buildings, · Established high standards resulting in 16 state and national awards, · Institutionalized emergency management preparedness program, · Met regularly with press, community groups and Chambers of Commerce, · Implemented "pay for performance," · Implemented a multi-county/city regional bus/rail system that connected to the District of Columbia's metro rail system, · Designed (later implemented) a cross county road system to connect Interstate 95 with Interstate 66, · Built a regional judicial center, regional adult detention center, county administration building, two senior centers, and funded a regional recreation center, · Redesigned the economic development program that enabled total employment and commercial and industrial real estate values to more than double, · Built a sports complex and attracted a Class A baseball team, and · Developed a model relationship with the School Board and Superintendent. Town Manager Town of Herndon July 1972-August 1978 Herndon, Virginia Herndon was a limited service, rapidly growing town in Northern Virginia and the Washington metropolitan area, with a budget of $3,000,000. and 100 employees. The population doubled to 12,000 during my tenure. Admin. Asst. to County Manager Hennco County February 197O-June 1972 Richmond, Virginia Asst. Personnel Director, Intern City of Durham June 1966-September 1969 Durham, North Carolina - I I I I I I I I I I I I I I I I I I I Robert S. Noe, Jr. page 4 Atlantic Richfield Com pany July 1964-July 1966 United States Army Bad Kreuznach, Germany October 1960-September 1962 EDUCATION: University of North Carolina, Chapel Hill: Master of Public Administration, 1974; Bachelor of Arts, 1964. University of Virginia: Senior Executive Institute, 1987 ICMA University: Five certificates: 1995 (2), 1996, 1997, 1998. High Performance Organization three day training course; Dr. John Pickering, University of Virginia; 2001 OFFICES AND HONORS: Presenter, Transfonning Government Conference, Clearwater, FL, May, 1999 Board of Directors, Tamarac Chamber of Commerce, 1994-1999 District Vice President, Florida City County Management Association, 1992-93 Board of Directors, Hollywood Chamber of Commerce, 1991-93 Regional Vice President, International City Management Association, 1987-89 President, Virginia Section, ICMA, 1986-87 Executive Committee, Virginia Section, ICMA, 1983-88 Virginia Innovation Group, 1984-89; Chair, 1985; founding member Board of Directors, Prince William Chamber of Commerce, 1983-89 Board of Directors, Prince William Symphony Orchestra, 1990 Speaker, two national conferences and numerous state and regional meetings Distinguished Service Award, Prince William Chamber of Commerce, 1989 I I I I I I I I I I I I I I I I I I I RONALD L. PAYNE EDUCATIONAL BACKGROUND Master of Science - Accounting - 1984 University of Tulsa; Tulsa, OK Bachelor of Science - Accounting - 1975 Brescia College; Owensboro, KY CERTIFICATIONS Certified Public Accountant - KY SUMMARY OF EXPERIENCE 1993 to Present 1997 to Present 1993 to 1997 City of Owensboro, KY (Population: 54,000) City Manager Director of Finance & Administrator 1979 to 1993 1990 to 1993 1979 to 1990 City of Tulsa, OK (population: 370,000) Director of Finance Controller/Deputy City Administrator 1975 to 1979 City of Owensboro, KY (Population: 53,000) City Auditor 1971 to 1975 Coopers & Lybrand (Owensboro, KY) Senior Auditor COMPENSATION Mr. Payne reports a current annual base salary of$ 99,580, plus a full benefits package. Address: 4313 Peppermill Court Owensboro, KY 42301 Telephone: Home: (270) 926-3033 Work: (270) 687-8552 CLEARWATER~1~5ml I I I I I I I I I I I I I I I I I I I CITY OF CLEARWATER. FL CITY MANAGER SUPPLEMENTAL INFORMATION NAME: Rnn~lrl To P~l'nE' JOB TITLE: City Manager ORGANIZATION: Owensboro, Kentucky POPULATION SERVED (number): 54,000 REPORT TO (title): City Commi RRi on CURRENT (OR MOST RECENT) ANNUAL BASE SALARY: $99,582 STAFF: Total Organization: 474 474 474 OPERATING CAPITAL $ 39mi11. $ Rm; 1 1 , , $ same $ same Total Number You Oversee (Direct And Indirect): LargestNumberOfSmlf Overseen (And Where): ANNUAL BUDGET: Organization: Portion For Which You Are Responsible: Largest Budget For Which You Have Been Responsible (And Where): Tulsa $ 148 mill. $ 200 mill. (Finance Director) 1. Briefly describe your experience and/or most significant accomplishments in each of the following areas, from any position which you have held, utilizing additional paper as necessary: A. Involvement and oversight of major capital projects in a jurisdiction/municipality. B. A difficult personnel decision you encountered and the - positive or negative - results which occurred. 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. CLEARW A TERFL-O 1-4/0 1 I I I I I I I I I I I I I I I I I I I 1. A. As Finance Director for the City of Tulsa, OK. I was responsible for preparation of the City's budget including the capital improvement program. I worked with the City's various departments through a CIP process to develop and prioritize capital requests. Projects were evaluated based on a set of criteria and a five year capital plan developed. The plan was approved by the Mayor and submitted to the City Council for funding. See attached. Funding was achieved primarily through a five year sales tax increase voted on by the citizens after an extensive public hearing process. Upon assuming the position of City Manager for Owensboro, Kentucky I met with all department heads to develop the City's first five year capital plan. After reaching a consensus on the project list and receiving approval by the City Commission we proposed a temporary increase in the City's payroll tax to fund the program. We recommended the community be allowed to vote on the list of projects after offering them the opportunity to comment on the program through an extensive public hearing process and media campaign. The projects and tax increase were approved. 1. B. A case involving misconduct in the police department which resulted in the resignation of five officers was a difficult personnel issue. A female officer was at the center of the problem. An EEO complaint was filed and investigated by our personnel department. I made a decision to retain a retired police chief through the International Chiefs of Police Assn. to assist the personnel director and Police Chief which was very helpful. Charges were prepared and all five elected to resign. A better job could have been done with the press early on, but the City was required to observe a Police Officers Bill of Rights law. 2. My interest is driven by several reasons. First, I have been with the City ofOwensboro for seven years and would like to take on a new challenge. I have enjoyed being City Manager in my hometown and have accomplished most of the projects and programs I set out for myself Second, I have been able to consolidate part of my Tulsa time, previous time in Kentucky and my military service to achieve a retirement opportunity I would like to take advantage of with the Kentucky Retirement System. Third, Florida, I would really like to move there. ;!I I~ Iii ~..'.'..il I , ,..' I 11'.';..1. ,1,[ , i ~ I i ~ ~ , Iii II . !::i1 ji:':j II" , [ i: 11';il I,' ,i"... ..;.!;.II';! ., iii" !,I, .! .,.' i,~ ~ :: I I,. ,.,:! ~'t'J ~I: CIS::I Glo > a:: -::I> c.~ 0 GlJ:z (1)1- o::l,D GI~GI c~u. ~2~ CIS J: C. ::1-< >0::11: ..!!i!"'::I -=~~ Iii 1,,_"1 '.:;;. ,. I.........'~ . :'Ii ,. il fl. ~, - City aI Tu'" (g ~lPO'ij ~[l:. 0 ~~OO@W~[M)~[Mii~ ~ OO@@OO~[M) ANNUAL PROCESS Mayor, Boards & Authorities, and Cit Council Determine need for capital projects through studies and lans. artments 'Prepare capital requests based on lans and studies. Finance Department ,- I ---, I I I I I Reviews proposed Capital Plan and reaches funding decisions. Vohlra approve fw1cIlng the projecta Ci Council Reviews and comments on status report of active projects. The Plan is adopted along with the operating bud et. Proposition falla Projects remain in the CIP inventory until other means are found to fund them. IHII_ DoporInaotl 2 I I I I . I I · I I I I I I I I I I I I I - Ronald L. Payne 4313 Peppermill Ct. Owensboro, Ky 42301 Home 270-926-3033 paynerl@peoplepc.com OBJECTIVE To direct, manage, and coordinate the operations of a dynamic community that desires an administrator with an extensive record of achievement. SUMMARY Twenty five years of experience in governmental finance and management. First as a CPA with a national accounting firm focused on governmental auditing then progressing through various positions ultimately becoming Director of Finance for Tulsa, Oklahoma until returning to my hometown and becoming City Manager of Owensboro, Kentucky, the third largest city in the State. Promoted by every organization by whom I have been employed. Extensive experience in developing multi-million dollar budgets and financings, directing professional staff to achieve establish goals and objectives, economic development, community relations, capital planning and management and intergovernmental relations. I have a sensitivity and appreciation of both political and public processes with the ability to meet and work with community leaders, residents and other groups in an honest and constructive manner. I am very open to change and innovation and have the ability to encourage and motivate a professional staff toward achievement of collectively agreed upon goals. I consider myself a coach not one who" shoots baskets". I am very results oriented and a high achiever, type A person. I have good writing and communication skills. I am a facilitator with the ability to make poised presentations in a clear and credible manner. I can and do make tough and timely decisions. I possess a passion for public service and believe in a strong customer service focus. I I · I I I I I I I I I I · I I I I I I I EXPERIENCE City Manager Owensboro, Kentucky ( 1997 - Present pop. 54,000 ) Responsible for administration of the City and implementing the policies set by a City Commission consisting of a Mayor and four Commissioners. Oversee 15 departments and a budget of $45 million providing a full range of municipal services. Developed and presented to the elected officials and ultimately the public a successful voter approved capital program funded by a temporary five year increase in the city's income tax. Developed the campaign and held numerous public hearings presenting the city's need for a variety of projects including a stromwater program, a new police headquarters and various other projects. Developed an agressive annexation policy increasing the area of the City by 17% to expand the tax base and maintain the City's population. Managed the City through an F3 tornado that damaged a third of the City. The record recovery effort has brought the City state and national attention. Hired a new police chief and reorganized the police department after conducting an extensive IACP study which has led to modern force of professionals which has received accreditation after years of description within the department. Other achievements include developing a neighborhood advisory board program, a comprehensive maintenance program for the City's infrastructure, economic development, and developing a City-Action line that handled 40,000 calls for the year 2000. . Director of Finance Owensboro, Kentucky 1993 _ 1997 and Administration Responsible for the administration of the City's finance. personnel and information services functions. Implemented a program to upgrade the City's aging computer system and expand the , use of information technology in the City. Conducted numerous debt financings for new projects and to refinance prior debt utilizing both competitive and negotiated methods. Directed the development of numerous policy manuals and a complete revision of the City's personnel policies and procedures. Director of Finance Tulsa, Oklahoma (pop. 1990 _ 1993 370,000) Appointed the first Director of Finance under a new strong Mayor form of government. Organized the new Department of Finance which is responsible for the administration of all financial functions of the City, including accounting, budgeting, treasury, purchasing, capital planning and research and the City Clerk functions. Staff consisted of 93 professional and clerical personnel. Served on the Mayors administrative staff, meeting weekly to develop policy and direct city operations. Worked with the City Council and Mayor to develop a $200 million operating budget and $650 million capital plan. The capital plan included a voter approved $245 million one cent sales tax program. Made numerous presentations to groups in the Council Districts to obtain voter approval. Developed a five year financial forecast. new on-line computer system acquired fro Dunn & Bradstreet software after serving as Chair of the Comprehensive City Information Plan Committee assigned the responsibility for developing a five year plan for the City's information systems needs. Implemented a program to refinance over $140 million of bonds saving $20 million of interest costs and releasing $3 million of reserves for new capital projects. I I I I I I I I I I I I I I I I I I I HECTOR A. RIVERA EDUCATIONAL BACKGROUND Master of Public Administration - 1972 The University of Hartford; West Hartford, CT Master of Art - Sociology - 1968 The New York School for Social Research; New York, NY Bachelor of Art - Sociology - 1965 The City College ofthe City University of New York; New York, NY SUMMARY OF EXPERIENCE 1999 to Jan. 2001 Town of Braintree, MA (Population: 37,000) Executive Secretary / Administrator 1997 to 1999 City of Falls Church, VA (population: 10,000) City Manager 1993 to 1997 County of Guilford, NC (population: 354,000) County Manager 1992 to 1993 City of Yonkers, NY (Population: 188,000) Chief Administrative Officer, Office of the Mayor 1985 to 1992 City of Virginia Beach, VA (Population: 38,000) Assistant City Manager 1979 to 1984 State of Connecticut Deputy Commissioner, Department of Human Resources 1976 to 1979 Pueblo Area Council of Government (Pueblo, CO) Executive Director, Human Resource Commission 1974 to 1976 City of Hartford, CT (Population: 152,000) Manpower Coordinator, Regional CET A Consortium 1970 to 1974 City of New Britain, CT (Population: 50,000) Executive Director, Human Resources COMPENSATION Mr. Rivera reports a current annual base salary of$ 114,400, plus a full benefits package. - I I I I I I I I I I I I I I I I I I I Hector A. Rivera Page 2 Address: 6219 Clara Edward Terrace Alexandria, VA 22310 Home: (703) 822-0588 Telephone: CLEARWATER-OI-OS/Ol I I I I I I I I I I I I I I I I I I I CITY OF CLEARWATER CITY MANAGER POPULATION SERVED: REPORT TO: CURRENT SALARY: STAFF Total Org. Total # You Oversee (direct. indirect): 20 Largest # of staff overseen: 2,700 Guilford County Organization: Portion for which you are responsible: Largest budget for which you have been responsible (and where): NAME: JOB TITLE: ORGANIZA TION: ANNUAL BUDGET HECTOR A. RIVERA COUNTY MANAGER GUILFORD COUNTY (GREENSBORO), N.C. 354,000 COUNTY COMMISSION $114,400. 2,700 OPERATING CAPITAL $359 million $370 million 100% 100% $388 million Yonkers, N. Y. $370 million Guilford Co. I I I I I I I I I I I I I I I I I I I CITY OF CLEARWATER, FL CITY MANAGER SUPPLEMENT AL INFORMATION I. BRIEFLY DESCRiBE YOUR EXPERIENCES AND/OR MOST SIGNIFICANT ACCOMPLISHMENTS IN EACH OFfHE FOLLOWING AREAS, FROM ANY POSITION WHICH YOU HAVE HELD. A. Involvement and oversight of major capital projects in a jurisdiction/municipality. B. A difficult decision you encountered and the-positive or negative-results which occurred. A. CAPlT AL PROJECTS In my last city managership, the City of Falls Church, Arlington County (VA), and the District of Columbia were the only historical customers of the US Army Corps of Engineers who could draw water from the Potomac River. Congress, in its infinite wisdom, wanted to privatize the operation and sell off the asset to a private provider or to a new multi-state corporation or the Fairfax Water Authority (VA). This was included in the water amendments to the Clean Water Act and so directed the Secretary of the Army (Hon. Togo West). Water in Northern Virginia is like "gold" to development and the local governments that cannot annex and must intensifY present densities or "build out" all land available that is properly zoned. The three "customers" who historically had paid for the capital costs of the water, the plant, and staff costs of this source, developed a task force headed by the CAOs of the local governments, did professional cost-benefit and opportunity costs studies, fleshed-out the congressional options, and met with the Army Secretary, his designees, Senator Warner of the Armed Services Committee, DC and northern V A US House of Representatives delegation. After two years we (CAOs and our elected Commissions) were able to convince the significant players to remodify and continue the exisiting arrd.Dgement. The customers were elevated to a board that would oversee the project, recommend the appointment of the project director to the Corps of Engineers, review and set rates, and also continue the capital maintenance of the source. This was supported by the Army and Congressional delegation and came to pass. It was important to keep the federal role since the Potomac River is owned by the State of Maryland and anyone else would be required to go through the Maryland permitting process and environmental impact reviews before it could draw water from the river. Careful statesmanship, pivotal and involved role of locally elected officials, complete and professional staff work, creativity and entrepreneurship by the CEOs as agents for their communities helped reverse a congressional directive and alowed for local control of water for health, growth, and environmnetal reasons. I was directly involved at the policy, program. and resource levels of this unique case study of intergovernmentalism. In Falls Church City, 1 was also able to provide leadership and council locus to stalled capital projects, i.e., Fire Station (20 years), Community Recreation Center (10 years), and athletic fields for the schools (3 years). The station and the fields are done, the center is under renovation now. I also was involved in doing rate studies for our water utility to assure the Council and citizens of a ".fair rate of return" on our investment that could assist our operating budget. In Guilford County (Greensboro, N.C.) I was instrumental in having the county commission adopt their first Capital Improvement Plan (ClP). The latter helped operationalize six new elementary schools over the next six years; approve development of an 800 megahertz radio system for our emergency services and law enforcement agencies; developed and implemented the county's first Comprehensive Facilities Study & Space Standards; supported and participated in a County Development Advisory Review Committee of builders, architects, etc. to advise on county development issues, and successfully negotiated park developments between counties and city/county to enhance the leisure function. Indirectly, the staff at my request developed an Economic Development Investment Strategy for retaining and I I I I I I I I I I I I I I I I I I I expanding our tax base by the use of an incentive matrix including environmental/water use intensity. This strategy coupled with a fund balance policy helped fund our capital needs without a tax increase in the four budgets that I developed for the Board of County Commissioners as county manager. I served as an Assistant City Manager of Virginia Beach ( 400,000), VA and was given responsibility to bring in "on budget and on time" a Central Library (90,000 sqft), four community recreation centers (each @ 90,000 sqft), and other projects. This was accomplished as directed. B. PERSONNEL DECISIONS In this field, as well as the private sector, personnel matters can be tricky and untidy and need to be managed carefully, methodically, and equitably. Pay for performance has been around for a while but certainly is difficult to implement. In the City of Falls Church, the City Council wanted a production and consumer oriented municipal organization. Through one of their standing committees (personnel Policy), I was requested to develop a strategy to do this, encourage "new blood" and diversity to enter the organizatio~ and create a "benchmark" for the surrounding cities and counties to look up to progressive Falls Church. I met on a periodic basis 'with the Council Personnel Committee to seek input and guidance as well as feedback since I also had to develop a performance contract with measures and milestones as city manager. The first step I took, after we had reorganized the government into four functional units with general managers, was to bring the team into the discussions, planning, and design..this way they couId buy into it and become "product champions". Concurrently with the reorganization. I asked that we complete the salary reclassification study that had been funded by the Council but not yet started. It was important to have broadband salary ranges, market compatibility with surrounding governments, and an executive pay plan for department heads sepemte from the professional and non-professional classes. The reclassification study was laborious, the workshops were engaging with all city employees and the consultant, and the briefings with Council and its committees. My assistant began to develop a leadership institute with speakers on leadership from the clergy, cable industries, council of governmnets, police chiefs, etc., and we also physically and fiscally created a Training Center for the municipal staff We needed a global perspective. I would periodically show up at the Employee Advisory -Committee with their cross-sectonll representatives to hear and discuss issues including those referenced above. As these initiatives took momentum and as we were completing the Training Center and other City Hall renovations we had an evening "open house" at City Hall, Public Works & Utilities, for the many publics and tax payers we serve. It created much goodwill and pride to city staff and helped demistify some city operations like measuring water pressure, size of pipes, GIS, assessments, etc. Over a two year period, with heavy involvement, briefings, and blessings of the City Council, the city launched a pay for performance system with the following characteristics: .salary and job descriptions were pegged to market .broad bands were used instead of the step increases .every employee, bus driver, secretary, engineer, department head, city manager were to have a performance contract outlining duties, measurement indices, resources and trdining needed .salary increases couId be 0-8% based on measurable performance .there would be two annual reviews, the first to review and/or modify performance goals and accomplishments; the second review would focus on remuneration and steps to start the next year's agreement .an employee would be measured not on "likes or dislikes" or affiliations but on tangible and documented work units. An aggrieved employee could also I I I I I I I I I I I I I I I I I I I challenge subjectivity or arbitrariness by having the next level of supervision review the judgements of the employee's immediate supervisor. The city manager would be the final arbiter/decision-maker. It was approved by the City Council, extra fiscal and trelining resources were placed in the Human Resources Department, COLAs were eliminated (since they do no differentiate petfonnance but are across the board), and training was begun immediately on petfonnance alignment., business plans, etc. The petfonnance agreement went into effect six months later. Falls Church is still the only municipality where the concept was not limited to department heads but throughout all the rank and file. Theoverdll scheme along with the reorganization and realignment poised the city for the future and gave it a business-like approach to managing "the people's business" by its elected and appointed officials. There was panic, discomfort-all the attributes of change which is often like grieving in a funeral wake. The organization and the policy-makers realized that in the new millenium "change is the only constant". and that you need to "measure what you manage" if you are going to have efficacy and happy citizen customers. My involvement as a manager of change, coach, co-conspirator with City Council on the need to modernize the city machinery, and executing the vision was peIVasive. I believe I sent DMG Maximus an article fron the local daily on this as one of my structural accomplislunents during my tenure. This process was concurrently ongoing while the "water project" with Congress and the Army referenced in "A" was moving forward. 2. PLEASE SHARE YOUR REASONS FOR INTEREST IN THlS POSITION, AND ANY BARRIERS TO YOUR ACCEPTING THE POSmON IF IT IS OFFERED TO YOU. .Competency, depth of experience, maturity,global perspective, loyalty to representative democracy form of government, transparency decision-making, humbleness, empowerment, and full participation by stakeholders is what I bring to the City of Clearwater. These qualities are also what may be needed to bring back credibility to the Office of the City Manager and the needed and essential balance by the legislative branch over an appointed executive. The two form a partnership but the Council is supreme since they are elected and the other is appointed. .Knowledge of the urgent issues that face Clearwater and its regional neighborhoods in sustaining vital urban governance. I support and have always worked at forging regional relationships, especially thorny problems that do not respect political-geographical boundaries. .Need for strategic planning and full involvement/partnership of all stakeholders as citizen-planners to evolve its do\'mtown (Cleveland Street) into an animated Main Street as a destination point. I have tlle interest., tIle passion, and tIle negotiating and public entrepreneurial skills to execute tIle Commission's vision for this critical urban area. This is a prized piece of real estate not at its highest and best use. . The candidate also has family ties in Tampa, Port St. Lucie, Orlando, Naples and has always been a boating and fishing enthusiast. Of the latter, Clearwater has this in abundance! .I enjoy challenges and complex problems. I relish on expanding opportunities and potential of cities. Clearwater has this and more! I do not foresee any barriers except timing. I am a finalist in other jurisdictious and wish to bring to closure my present transition. ~ ~{i!:'- I I I I I I I I I I I I I I I I I I I I HECTOR A. RIVERA 6219 Clara Edward Terrace Alexandria, Virginia 22310 703-822-0588 (e-mail: hrivera4@hotmail.com) EDUCATION: The City College of the City University of New York New York, New York B. A. in Sociology The New School for Social Research New York, New Yark M. A. in Sociology The University of Hartford West Hartford, Connecticut Masters in Public Administration EMPLOYMENT: 10/'99-1/'01 Contract Employee (1 year) for TOWN OF BRAINTREE, MA as Executive Secretary (Administrator) and concurrently Lecturer at NORTHEASTERN UNIVERSITY (Boston) in Political Science Department. On August 1,2000, invited to join U.S. PEACE CORPS by national Director as the Director of Polity, Planning & Analysis with special assignment( s) in municipal development in overseas country posts. 5/97-8/99 CITY OF FALLS CHURCH - Virginia City Manager Responsible for the administration of all municipal functions in this suburban independent Virginia City of 10,000 citizens with an operating budget of $30 million; a Utilities enterprise with 100,000 customers and a capitalized value of over 100 million; employees of250; and a Capital Improvement Plan of $90 million. 10/93-4/97 COUNTY OF GUILFORD - Greensboro, North Carolina County Manager Chief Executive Officer for the third largest county in North Carolina II I I I I I I I I I I I I I I I I I I 3/92-10/93 1/85-3/92 2/79-12/84 (population approximately 354,000), containing two of the State's seven largest cities (Greensboro and High Point). Serve an elected, eleven member Board of County Commissioners. Responsible for the activities of the twenty-seven departments and 2,700 employees providing services under an annual budget of $354 million. Implement the policies established by the Board and act as liaison with other governmental units and the business and civic communities. CITY OF YONKERS - New York Office of the Mayor: Chief Administrative Officer Responsible for full services for the fourth largest city in New York State (population approximately 188,000) immediately north of the New York City border. Operated under a strong Mayor-Council form of government. Responsible for all city departments and operating budget of $388 million approximately 1,340 municipal employees. Represented Mayor at Council meetings and all Council subcommittees. CITY OF VIRGINIA BEACH - Virginia Assistant City Manager Responsible for the conduct, oversight and administration of one of four municipal groupings which included nine departments: Community Corrections, Court Appointed Special Advocate Program (CASA), Social Services, Health, Housing & Neighbor- hood Preservation, Libraries, Mental Health/Retardation, Parks and Recreation, and Agriculture Department. Directly involved in the preparation and review of operating and capital budgets for Parks and Recreation, Libraries, and Housing & Neighborhood Preservation. Overall budget for department! offices under my supervision is $134 million (Operating-$76MJ Capital - $58M), with direct oversight of nine department managers and overall staffing of 1,235 persons. Total municipal budget is slightly over one halfbillion with overall municipal labor force of 5,000 employees. STATE OF CONNECTICUT Department of Human Resources: Deputy Commissioner Manage and coordinate the operations offour line bureaus (field operations/six regional district offices; administration, program planning, policy and development, grants and contract I I I I I I I I I I I I I I I I I I I management) in carrying out the statutory mandates of the Department and the Governor's policy agenda. Directly responsible for the major work on the table of organization of the agency since its inception in January 1979; creation of broad Planning Unit and StaffDevelopment/Training Center; development ofMBO in the three bureaus and the conceptual design of an agency-wide information resource management system to handle our data processing and policy management needs. Operating budget of $30 million, with overall budget of 70 million and staff complement of600 FTE's. 8/76-1/79 PUEBLO AREA COUNCIL OF GOVERNMENTS Pueblo, Colorado, Human Resources Commission Executive Director Responsible for the area wide planning of the Council of Governments (COG) and headed the programs of the commission and COG which included drug and alcohol, neighborhood health centers, headstart, community action, recreation, criminal justice, aging, etc. Organized and managed the grants-in-aids and served as the intergovernmental affairs agent for local government on human services with state and federal regional offices. Reported to the City Council of Pueblo and the Board of County Commissioners of Pueblo County. 11/74-8/76 CITY OF HARTFORD - Connecticut Regional CET A Consortium Manpower Coordinator Set up the CET A consortium from the Pilot Comprehensive Manpower Program (CMP) and managed an $14 million dollar Federal CErA Program for the central city of Hartford and twenty- eight (28) suburban townships through their chief elected and appointed officials. AWARDS, FELLOWSlllPS, ACKNOWLEDGEMENTS: . National Endowment for the Humanities (NEB) Fellowship for Public Administrators, Summer of 1976, University of California at Santa Barbara. . Board of Education Member, 1981-1985, City of Meriden, Connecticut. . University of Virginia, Charlottesville, Virginia, Senior Executive Institute, Institute of Government. 1986 I I I I I I I I I I I I I I I I I I I ROBERT STOCKWELL EDUCATIONAL BACKGROUND Master of Public Administration - 1979 Bachelor of Science - Justice Administration - 1974 Brigham Young University; Provo, UT SUMMARY OF EXPERIENCE 1998 to Present City of Provo, UT (Population: 115,000) Chief Administrative Officer 1992 to 1997* City of Alamogordo, NM (Population: 32,000) City Manager 1991 to 1992 Contra Costa County Municipal Risk Management Insurance Authority (Walnut Creek, CA) Interim Chief Administrative Officer 1990 City of Sparks, NY (Population: 56,000) City Manager 1987 to 1990 City of Great Falls, MT (Population: 24,500) City Manager 1981 to 1987 City of Eureka, CA (Population: 24,500) City Manager 1978 to 1981 1979 to 1981 1978 to 1979 City of Jordan, UT (Population: 27,500) City Manager Chief of Police 1975 to 1978 City of Roosevelt, UT (Population: 5,000) Chief of Police 1970 to 1975 Brigham Young University (Provo, UT) Police Sergeant * From August 1997 to February 1998, Mr. Stockwell was unemployed. COMPENSATION Mr. Stockwell reports a current annual base salary of $1 07,000, plus a full benefits package. I I I I I I I I I I I I I I I I I I I Robert Stockwell Page 2 Address: 1429 West 950 North Provo, UT 84604 Telephone: Home: Work: (801) 373-4395 (801) 852-6102 CLEARWATER-OI-05/0! I I I I I I I I I I I I I I I I I I I CITY OF CLEARWATER. FL City Manager SUPPLEMENTAL INFORMATION NAME: ROBERT STOCKWELL JOB TITLE: CHIEF ADMINISTRATIVE OFFICER ORGANIZATION: PROVO CITY, UTAH POPULATION SERVED (number): 115,000 REPORT TO (title): Mayor CURRENT ANNUAL BASE SALARY: $107,000 STAFF: Total Organization Staff: Total You Oversee: Largest Number of Staff Overseen (And Where): 900 825 825 (Provo, Utah) ANNUAL BUDGET: OPERATING CAPITAL Organization: Portionfor Which Your are Responsible: Largest budget for Which You Have been Responsible and Where: $95,000,000 $80,000,000 $80,000,000 (Provo, Utah) $35,000,000 (Eureka, CA) $25,000,000 $17,000,000 1. Briefly describe your experience and/or most significant accomplishments in each of the following areas, from any position which you have held, utilizing additional paper as necessary: A. Involvement and oversight of major capital ptojects in a jurisdiction/municipality. I have directed several large capital projects. These include all phases of the project development from concept, final design, financing, construction, and operation as well preparation and presentation of voter approved funding where required. In two jurisdictions I directed the development of regional wastewater treatment plants. The first was from concept to commitment of federal funding and the beginning ofthe local bond financing of what became a $60 million project upon completion. For the second plant, I directed the project from concept to operation ($35 million). I have directed the construction of one city hall, two fire stations, one public safety building, a recreation center, a senior center, and a library. These projects included general obligation bond financing, redevelopment funding, sales tax revenue bonds, utility revenue bonds I I I I I I I I I I I I I I I I I I I and various federal grant programs. I have successfully utilized design-build programs as well as standard design- fund-construct models. B. A difficult personnel decision you encountered and the - positive or negative - results which occurred After several years of trying to overcome a very negative relationship with the long term Chief of Police it became necessary for me to terminate his employment. In the end, the issues that led to his termination involved him using his position to grant special treatment to friends and individuals he wanted to gain favor with. He would "fix" traffic tickets and even cover up drunk driving arrests. He was very politically connected and had actually competed for the City Manager position I was occupying. Because I had been able to clearly document his violations I was able to get him to retire early and without significant public comment. However, the problem didn't end with his retirement. One of the drunk driving arrests he covered up involved a City Commissioner (my strongest supporter and a friend). I asked the City Attorney to review the case with the District Attorney to see ifwe needed to do anything about the involvement of the Commissioner and to make certain that I wasn't implicated in the coverup. The District Attorney felt it would not be possible to prosecute the case since evidence had been destroyed and felt that the forced retirement was the best way to end the incident. Unfortunately, the arrest of the Commissioner ultimately became a public issue. The Commissioner then felt the need to defend the Chief and at a closed session of the Commission I was directed to reinstate the Chief or face termination. I felt that it was an issue of my personal ethics and I could not agree to place this individual back in charge of the Police Department so I was terminated. The Chiefwas reinstated by the Acting City Manager and then retired six months later. While the incident cost me my job it did finally result in the police department being relieved of an unethical and corrupt Chief and the department began the process of regaining the trust and support of the citizens. 2. Please share your reasons for interest in this position, ands any barriers to your accepting the positions if it is otJered to you. I am attracted to Clearwater by the tasks the city faces, the commitment to Council/Manager government, the values recently articulated by City Commission and City Management, the skills and experience expected of the new manager and the obviously high quality of life Clearwater offers. I am seeking a long term commitment that will allow me to use my skills and experience to assist in completing many of the tasks facing the city and setting the stage for an improved city organization that will serve the citizens well into the future. As I read through the brochure and examined the city's web site and many ofthe community links, I feel that Clearwater is the place where all of these important characteristics can be found. There are no barriers to me accepting the position if offered. I I I I I I I I I I I I I I I I I I I ~ ROBERTSTOC~ELL 1429 West 950 North Provo, Utah 84604 (801) 852-6102 Work (801) 373-4395 Home SUMMARY: Twenty years of city management experience with defmitive expertise in fmance, labor relations, redevelopment, risk management, staff development, intergovernmental and community relations. EXPERIENCE: 2/98 to Present CHIEF ADMINISTRATIVE OFFICER. Provo, Utah (Pop. 115,000; Staff900; Budget $120 million) Provo is the 2nd largest city in the state. It is the home of several hundred high tech businesses including NOVELL & Word Perfect as well as Brigham Young University, a 30,000 student, nationally ranked private university. Provo is experiencing strong growth and very low unemployment as the center of what is known as the "Silicon Valley" of the mountain states. Directed the creation of a task force to address the housing and economic impact of an additional 5,000 students being added to the university. · Formed the City's fITst Community Action Team to coordinate the actions of community policing, code enforcement, lega~ parks & recreation, health and zoning into city-wide team approach to neighborhood problems. · Direct the response to deregulation of electric utilities and develop a financial plan to provide a competitive rate while retiring long term debt, directing the establishment of a complete telecommunications utility under the Energy Department. 7/92 to CITY MANAGER. Alamogordo, New Mexico (pop. 32,000 Staff300;Budget $44 million) 7/97 Alamogordo is the population center for Holloman Air Force Base and the eastern portion of the White Sands Missile Range. Both are major defense research operations that are experiencing growth with the base closures and re-alignments. · Directed the creation of a regional landfill authority, permitted, sited and constructed the landfill in 12 months. Obtained the fITst 20 year landfill permit in the State. · Negotiated the fITst labor contracts under a State mandated collective bargaining law. Developed a strong labor/management working team. · Directed the establishment of a County wide ambulance service at an annual savings of $150,000 to the City. · Designed and implemented the first water and sewer rate increase in 11 years. Salvaged the city's bond rating and started a major capital improvement program to correct many years of neglect to the water and sewer systems. 2/91 to 1/92 INTERIM CHIEF ADMINISTRATIVE OFFICER. Contra Costa County Municipal Risk Management Insurance Authority, Walnut Creek, CA (Assets $25 million) Directed the day to day operations of this 17 city risk pool while restructuring the administrative, fmancial, and claims management policies. Analyzed the current staff and made recommendations on future staffmg. Designed and implemented new data processing and budget systems and assisted in recruiting the permanent CAO. I I I I I I I 1/90 to 11/90 I I I I I I I I I I I I 6/87 to 1/90 3/81 to 5/87 2 /Robert Stockwell CITY MANAGER. Sparks, Nevada (Pop. 56,000; Staff 450; Budget $63 million) As the 2nd largest city in the Reno metropolitan area Sparks is impacted by dramatic growth and the volatile gaming and tourism industries. · Guided the city through a regional consolidation of planning and utility services that maintained the city's identity and policy control of utility rates, annexations and zoning · Restructured the financial systems of the city to simplify the budget process and provide city council and public access that had been curtailed for seven years. Integrated all fmancia~ capital projects, and planning functions into a single data processing system. · Established strong working relationships with the city employee unions. Established a labor/management committee to make recommendations on child care and health insurance needs. · Directed the analysis, basic design, and fmancing for a major city hall expansion that will be phased over a three year period and paid for out of pocket. CITY MANAGER. Great Falls, MT (pop. 58,000; Staff 550; Budget $55 million) The city serves as the economic center for a population of 400, 000 and is impacted by Malmstrom Force Base and a declining economy based on the military, agriculture, and tourism. · Directed the strategic planning for the impacts of an expansion of Malmstrom Air Force Base that would increase the city's population by at least 13% in three years. · Re-directed the city's redevelopment efforts to increase the emphasis on affordable housing, downtown traffic congestion and river front development. · Resolved a bitter long running labor dispute through personal at-the-table negotiations and negotiated multi year contracts that brought personnel costs in line with revenues. · Restructured the administrative organization to provide more freedom for department heads to operate while insuring full accountability. CITY MANAGER. Eureka, CA (Pop. 24,500; Staff250; Budget $30 million) A historic coastal city that serves as the regional center for the north coast of California. Its economy is dependant on lumber, fishing and tourism. · Directed a dynamic and aggressive redevelopment program that leveraged over $30 million in projects in six years. · Directed the city's response to the impacts of Prop. 13. Restructured the work force and presented six consecutive balanced budgets. Re-established strategic reserves and developed funding for long range capital projects. · Recruited a $50 million regional mall that employs 1200 and generates in excess of $1 million annually in revenue to the city. · Directed the grant funding, permitting, contract award and construction of a $35 million regional sewage I I I I I I I I I I I I I I I I I I I 3 IRobert Stockwell treatment plant, below budget and ahead of schedule. 4n9 to CITY MANAGER. West Jordan, UT (Pop 27,500; Staff 125; Budget $11.2 million) 3/S1 Served as the first city manager of this Salt Lake metropolitan area city experiencing explosive growth. Developed the entire fmancial and organizational structure. · Created the fIrst department of Public Safety in the State of Utah that combined and cross trained police and fIre personnel. · Directed the drafting and implementation of zoning and land use regulations that facilitated development while guaranteeing that development paid the costs. These regulations became the model for many cities in Utah. 5ns to CHIEF OF POLICE. West Jordan, UT (Staff 50, Budget $1.5 million) 4n9 Directed the day to day operation of the department. Established a regional drug enforcement task force in cooperation with federal, state, county and neighboring city police departments. In5 to CHIEF OF POLICE. Roosevelt, UT (Pop. 5,000., Staff 17, Budget $250,000) 5nS Assumed command of the police department after the Chief and two officers were fIred for burglary. In six months restaffed the department and developed an organization that regained the confIdence and respect of the citizens while providing effective law enforcement. 2no to POLICE SERGEANT. Brigham Young University, Provo, UT In5 Supervised all divisions of the department gaining a broad expertise that prepared me to move directly to the position of Chief of Police. 6/66 to SERGEANT. U. S. Armv 4/69 Served in Vietnam and supervised as many as 25 men in both combat and signal operations. EDUCATION: Brigham Young University. Provo. UT Master of Public Administration, 1979 Bachelors of Science (Justice Administration), 1974 I I I I I I I I I I I I I I I I I I I MICHAEL K. WEST EDUCATIONAL BACKGROUND Master of Public Administration - 1977 Bachelor of Arts - Political Science - 1973 University of South Carolina; Columbia, SC SUMMARY OF EXPERIENCE 1990 to Present City of Columbia, SC (Population: 123,000) Assistant City Manager 1989 to 1990 Dean Witter Reynolds, Incorporated (Ocula, FL) Account Executive Recruitment 1984 to 1989 1986 to 1989 1985 to 1986 1984 to 1985 Waste Management Incorporated of Florida (Ocala, FL) General Manager Assistant General Manager Manager of Special Projects 1981 to 1984 City of Fort Lauderdale, FL (Population: 150,000) Senior Management/Budget Analyst 1980 to 1981 County of Florence, SC (Population: 40,000) Assistant to the County Administrator 1977 to 1980 City of Columbia, SC (Population: 100,000) Management/Budget Analyst COMPENSATION Mr. West reports a current annual base salary of$ 101,000, plus a full benefits package. Address: 1118 Henry Curtis Street Columbia, SC 29209 Telephone: Home: Work: (803) 776-2123 (803) 733-8225 CLEAR W A TER-O 1-05/0 1 - I I I I I I .1 I I I I I I I I I I I I CITY OF CLEARWATER CITY MANAGER SUPPLEMENTAL INFORMATION NAME: Michael K. West JOB TITLE: Assistant City Manager Administration ORGANIZATION: City of Columbia, SC POPULATION SERVED (number): 123,000 REPORT TO (title): City Manager CURRENT (OR MOST RECENT) ANNUAL BASE SALARY: $101,200 STAFF: Total Organization: 1850 Total Number You Oversee (Direct And Indirect): 146 Largest Number of Staff Overseen (And Where): 300 729th Tactical Control Unit, MacDill AFB, Tampa, FL ANNUAL BUDGET: OPERATING CAPITAL Organization: $130,000,000 $71,000,000 Portion For Which You Are Responsible: $ 17,000,000 $64,000,000 Largest Budget For Which You Have Been Responsible (And Where): $17,000,000 City of Columbia, SC $75,000,000 I I I I I I I I I I I I I I I I I I I 1. Briefly describe your experience and/or most significant accomplishments in each of the following areas, from any position which you have held, utilizing additional paper as necessary: A. Involvement and oversight of major capital projects in a jurisdiction/municipality. For the past 10 years I have served as the Chief Financial Officer for the City of Columbia. In that role I have been directly involved in the planning, development and financing of all major capital programs. This has involved several major street enhancement programs where Federal Transit funds have provided 800.10 of the funding. The City portion was provided by surplus one time revenues and the creation of a Tax Increment Financing District. One particular project, the Gervais Streetscaping helped transform an old warehouse district into a vibrant art and restaurant district. This area continues to grow and will be home to the new University of South Carolina Arena and the City's Convention Center. I was the chief architect of a financing plan to bring a regional bank headquarters (Carolina First) to downtown Columbia. This involved creating a Tax Increment Financing District to issue taxable debt to provide this office building a parking garage. I negotiated the private placement of these TIP bonds with a local banle This bank building was completed two years ago and has been a major factor in the revitalization of other buildings in this area of Main Street. Many are now being renovated as downtown apartments utilizing the upper stories for living units and the street level for retail and restaurants. My budget responsibilities included the capital improvement program for the City's Water and Sewer System and the issuance of debt associated with major improvements and expansion of this system. Columbia's utility system serves most ofRichland and Lexington counties and we continue to effectively prepare for future growth by implementing capital programs which will insure that the region has adequate water and sewer for the foreseeable future. I have also worked extensively on the planning and financing associated with the planned convention center in Columbia. This project involves an interlocal agreement with two counties and the levy of a 3% local tourism development fee (hotel tax) to fund the convention center. Construction of the Convention Center is scheduled to begin in mid-2002. It is also my responsibility to monitor the projects and insure that the funding is adequate to complete the various projects. B. A difficult personnel decision you encountered and the - positive or negative - results which occu"ed Columbia went through two Finance Directors in six years. When the last director left a reorganization was completed which placed the Finance Department under me. A long term City employee who was the Accounting Administrator was made acting Finance Director. Everyone felt this employee deserved the chance at the position even though there were some serious concerns related to people skills. The decision was made to allow this person to function in the position for six months on a trial basis. The employee has excellent technical skills and is a very dedicated and loyal City employee. After nine months the decision was made to promote this employee to the Director position. The employee has done an exceptional job with the technical aspects of the job. The new Director has worked nights, weekends and holidays to get the job done. However, the people skills have caused excessive turnover in the department and created some morale issues. This promotion shows the conflict which exists in providing upward mobility for employees who do not have all the skills necessary to take the next step up. In this case the City failed to provide the I I I I I I I I I I .1 I I I I I I I I necessary training and experience to prepare this person for the promotion. Now I have to work daily with this person coaching interpersonal skills and how to effectively deal with work related issues. Fortunately we are making progress. But this is happening after much frustration on the part of the Finance Director, the employees and other City staff members. 2. Please share your reasons for interest in this position, and any barriers to your accepting the position if it is offered to you. My career goal for the past 25 years has been to be a City Manager. For the most part every position that I have held to date has been preparing for this step in my career. I have a broad range of experience including a management position in the private sector where I was responsible for the profitability of a work unit. Additionally, I am at a point in my current position where I need a change; a new challenge. I have a lot of work energy and need a new venue in which to focus my efforts. I would like an opportunity to use the skills I have developed to help move a dynamic organization to the next level. Public administration and local government are my passion. I enjoy working with elected officials and the community helping then achieve their goals and objectives. And finally, I am very familiar with the Clearwater area. I was stationed in the Air Force at MacDill AFB in the early 1970's, have fond memories of the area, and have returned many times in the period since then. Therefore, the area is not new to me. Careerwise, Clearwater is a major mid-size city in a major metropolitan area. I would consider it an honor to be a part of such a dynamic organization. My last child graduated from high school last Friday therefore, currently I have no barriers which would keep me from accepting the right opportunity. I feel the Clearwater position is such an opportunity. I I I I I I I I I I I I I I I I I I I Michael K. West 1118 Henry Curtis Street Cohunbia, South Carolina 29209 Home: (803)-776-2123 Office: (803)-733-8225 PROFILE: Professional manager with over twenty-five years successful experience. Seventeen years in local government; sixteen in full service municipalities with water/sewer systems. Seven years private sector experience, including five years in senior management Proven record in intergovernmental cooperation, organizational development, budgeting, financial and debt management, technology management, and capital and redevelopment programs. Excellent communications, leadership, human relations, and analytical, skills. Committed to citizen input into local government processes. Excellent communicator and facilitator. Dedicated, hard working, fiscally prudent public administrator with high ethical and work standards who is committed to creating and maintaining quality local communities. SIGNIFICANT ACCOMPLISHMENTS · Improved Columbia's Utility System "bond rating" from Moodys to a AA2 by establishing re.serve policy and developing fund management strategy for the Capital Improvements Program. · Developed financing plans and assisted with redevelopment of the Congaree Vista and Downtown Columbia including the creation of Tax Increment Financing Districts and the issuance of bonds. · Oversaw debt refinancing saving the City of Columbia over $15 million in interest payments. · Increased Columbia's General Fund reserves from 3% to 10% of annual budget. · Established long term technology plan for Columbia which included WAN with fiber network, an integrated software system, and a centralized IT Department. · Oversaw the implementation of the City of Columbia-Richland County Joint Fire Service Agreement. Columbia provides and manages fire services for Richland County. · Developed productivity improvement programs (Columbia and Fort Lauderdale) reducing program cost and improving service delivery. Programs eliminated 152 positions and saved over $3.0 million in program cost. · Facilitated the private placement of taxable TIF bonds to provide a parking garage for a regional bank headquarters in downtown Columbia. · Oversaw the privatization of Fort Lauderdale's vehicle/equipment garage saving over $1.0 million annually. · Established Columbia's Risk Management Office to oversee the City's self-insured risk and safety programs. EXPERIENCE 1990 to Present City of Cobunbia, South Carolina Assistant City Manager Administration Manage finance department, municipal court, parking operations, human resources department, public information office, budget and research staff, city clerk, information technology, internal audit, risk management, support services, capital improvements program and emergency preparedness. Responsible for budget development, financial and debt management. Chief of staff for city manager and act as city manager in his absence. Annual budget $184 million; 1835 employees. Assistant City Manager Management Services Responsible for budget development, fmancial and debt management. Manage budget and research staff, internal auditors, personnel department, public information office, capital improvements program and emergency preparedness. Chief of staff for city manager and act as city manager in his absence I I I I I I I I I I I I I I I I I I I 1989 to 1990 M.West Resume Continued 1984 to 1989 1981 to 1984 1980 to 1981 1977. to 1980 EDUCATION 1976 to 1977 1969 to 1973 Dean Witter Reynolds, Inc., Ocala, FL Account Executive Financial planning; assisted clients with establishing investment goals and plans. Activities included research, marketing and sales, developing and conducting seminars, and coordinating sales of outside mutual funds for Ocala office. Waste Management Ine. of Florida General Manager, American Sanitation, Ocala, FL Managed all aspects of company: operations, sales, maintenance, etc. Responsible for bottom line, community and government relations. Assistant General Manager, Waste Management of Palm Beach;W. Palm Beucr...., fT~ General management duties under the direction of the General Manager. Responsibilities included operations, maintenance, public and governmental relations, sales and marketing. Manager of Special Projects, South Florida District, Pompano Beach, FL Management development program and worked on special projects under.the direction of the South Florida District Manager. City of Fort Lauderdale, FL Senior ManagementlBudget Analyst (Budget Officer) Directed city-wide budget and management functions including budget preparation, capital improvements program and management/operations studies.. Annual budget $122 million; 2108 employees. County of Florence, SC Assistant to the County Administrator General administrative duties under County Administrator. Responsibilities included fmance, personnel and planning departments. City of Columbia, SC ManagementlBudget Analyst Responsible for annual budget preparation and special projects. General administrative duties. University of South Carolina Masters Degree - Public Administration (MP A) Bachelor of Arts - Political Science (BA) RELATED EXPERIENCE 1983 to 1984 Florida International University, Miami, FL Adjunct Lecturer Instructor for governmental budgeting and finance course. MILITARY SERVICE 1973 to 1976 1969 to 1973 United States Air Force Active duty. Honorabledischarge Air Force Reserve Officers Training Program (AFROTC) - University of South Carolina REFERENCES Available upon request.