04/08/2025 Item No.11.
h oddition to being intuitive, professionql/ ond highly ottentive to detoil, the selected condidote will hove o customer service mindset ond will be highly responsive to the community ond Council. A condidote who is motivqted to drive chonge ond deliver results will be most competitive. Any combinqtion of educotion ond experience which would likely provide the required knowledge ond obilities is quolifying. Quolified condidotes will hove the equivolent to groduotion from o four-yeor college or university with mojor coursework in business or public odministrotion or o relqted field ond five (5) yeors of monogement experience in engineering, municipol utilities or public works mointenonce ond operotions. Previous experience st the level of Deputy or Assistont Director of Public Works or Utilities olong with o mosters degree is desiroble.
COMPENSATION
TheonnuolsoloryrongefortheDirectorof PublicWorksis$98,05435-5240,694.28; plocement within this ronge is dependent upon quolificotions. The City olso offers on ottroctive benefits pockoge including:
Retirement - CoIPERS formulo is dependent on hire dote E member stotus in CoIPERS.
Non-Sworn: 2.5o/o @ 55 (hired on or before 12A6/10)
2o/o @ 55 (hired on or oflerl2/17AO or clossic)
2o/o @ 62 (hired on or ofter 1.4,43 - PEPRA)
Sociol Security Deductible - City po\/s 6.20/o + 1.45o/o Medicore. Employee poys
6.20/o + 1.45o/o Medicore. Mox Toxoble Eorning 2024 = $]6&600.
Deferred Compensotion - A contribution to the Depoftment Heod/s Deferred Compensotion plon will be mode in the qmount of five (5) o/o of the Deportment Heqd's onnuol solory City poid deferred compensotion to o Deportment Heod sholl be poid to o 4olo Plon.
Heolth Benefits - Choice of Koiser (HMq POg PPO) Sutter HMO (insuronce plons ovoiloble with generous City contribution, Koiser HMO Plon for fomily coveroge is completely poid for by the City).
Dentol I Vision Plons - Choice of Delto Dentol or Bright Now Dentol plans ovoiloble.
VSP is ovoiloble os o Vision plon.
Life lnsuronce E Long-Term Disobility - lndividuol coveroge fully poid by the City, Life lnsuronce Plon of S225,OOO.
Poid Leove D Holidoys - Generol vocotion occrues ot the rote of l2O hours per yeor the first yeor ond progresses up to 240 hours per yeor ot 2i yeors of service, Monogement leove is occrued ot l4O hours per yeor. Msximum occumulotion of vocotion, monogement leove, ond flooting holidoys sholl be 75O hours. Sick leove is occrued ot o rote of 96 hours per yeor with unlimited occruol. There ore 14 poid holidoys per yeor (including 2 flooting holidoys).
Monogement Benefit - 5960 onnuol
ollowonce to be used ot employeeG
discretion for job reloted expenses.
Cor Allowonce - Cor ollowonce of $5OO
per month.
Additionol Benefits - Dependent Core
ond Medicol Spending Accountg Tuition
Reimbursement, Employee Assistonce
Progrom, AFLAC ond Direct Deposit,
omong others.
TO APPLY
lf you ore interested in this outstonding
opportunity pleose opply online ot:
www.bobmu rrdyossoc.com
Filing Deodline:
tune23,2024
Following the closing dote, resumes will
be screened occording to the quolifico-
tions outlined obove. The most quolified
condidotes will be invited to personol
interviews with Bob Murroy O Associotes.
A select group of condidotes will be
osked to provide references once it is
onticipoted thot they moy be recom-
mended os finolists. References will be
contocted only following condidote
opprovol. Finolist interviews will be held
with the City of Trocy. Condidotes will be
odvised of the stotus of the recruitment
following selection of the Director of
Public Works.
lf you hove ony questiong pleose do not
hesitote to coll Ms. Stephonie Dietz ot:
(916) 784-9080
E
El El M U RRAYtf& AsisiEtrIATEs
'1.aihi
ra
*P
['
EXPERTS tN ExErurrvE SEARTH
04/08/2025 Item No.11.
ATTACHMENT 3
04/08/2025 Item No.11.
[,'ifi.:-,'i Iri
Response to Request for Proposal
Executive Seqrch Firm Services
Public Works Director
04/08/2025 Item No.11.
Tqble of Contenls
lntroduction Letter. ..Poge 5
Compony Detoils... ...Pqges 4-6
Methodology & Strotegy. .....Po ge 7
Proposed Project Timeline.. .Poge B
Scope of Services. ....Poges 9-ll
Pog e 12Mqrketing Strotegy & Somple Moteriols
Clients & Experience. ...Poges 15-2.l
Client References. .Poge 22
Leodership Bockground & Ouolif icotions... ....Poge s 23-26 Cost Proposol... .....Pog e 27
MBE Certificotion ..Poge 28
' Conflicts of Interest with the City of Folsom ond f or condidotes......... N/A Proposol Closing ...... ....Poge 29
04/08/2025 Item No.11.
7j,",""^
Atfn.: Allison Gorcio, Humon Resources Director
Emoil: ogorciocfolsom.co.us
Phone: 916-461-6050
50 Notomo Street
Folsom, CA 95650
Dovid Gomez Porlners, lnc.
Dovid P. Gomez, President & CEO
Emoil: Dovidedovidgomezportners.com
Phone: 650-686-1410
ll00 Jorie Boulevord, Suite 126
Ookbrook, lL 60523
GOMEZ PARTNERS
Februory 12,2025
Deor Allison Gorcio,
We ore excifed to present ourselves os o quolified firm, speciolizing in consultotion ond professionol executive seorch support in the recrui+ment ond hiring of City of Folsom's Public Works Director.
Dovid Gomez Portners, lnc. (hereinofter referred to os "Gomez Portners") is proposing to ossist The City of Folsom in notionolly recruiting o diverse tolent pool of quolified oppliconts ond successfully hire o highly quolified condidote ot o competitive cost.
Since 1978, Gomez Portners hos delivered our clients top tier tolent solutions. We understond thot solid business relotionships ore built on trust. Our teom of highly skilled consultonts provide humon copitol solutions using grit, precision, ond speed. As your Executive Recruitment Portner, Gomez Portners opprooches the executive seorch process with diligence ond o niche focus on diversity inclusion. lt is our speciolty to provide your orgonizotion with high-performonce professionols thot hove the possion ond discipline to exceed the City of Folsom's expectotions.
As o Certified Minority Business Enterprise, we ore mindful of the volue of diversity for on orgonizotion's vitolity, creotivity, ond future success. We recognize thot diversity often tronscends gender, rociol, or culturol dimensions, to include novel ond innovotive thought leoders in ony industry. Applying our effectively unique seorch process, we mointoin our competitive position in the morketploce by consistently uncovering ond discovering high-performonce professionols.
We oppreciote your considerotion ond hope to hove the pleosure of working with the City of Folsom fo fill your next Public Works Director.
Sincerely,
ffi,,*#.p*d
Dovid P. Gomez, President & CEO
F< Dovid e DovidGomezPo rtners.com
\ oso-oeo-tato
Connecting People. Sharing ldeas. Creating Solutions,
04/08/2025 Item No.11.
GOMEZ PARTNERS
David Gomez Partners, lnc. - S-Corp
David P. Gomez, President & CEO
1100 S. Jorie BIvd., #126
Oak Brook, lL 60523
Compony Detoils
About Us
Heodquortered in lllinois, Gomez Portners is o notionol retoined executive seorch firm with clients sponning multiple industries in the United Stotes. Gomez Portners offers expert executive seorch ond humon copitol services with speciolties in diversity ond succession plonning. Over the post 45+ yeors focused on diversity, Gomez Portners hos developed on inclusive methodology to recruit o diverse slote of condidotes.
Gomez Portners is o proud diverse Executive Seorch Firm with o culturolly inclusive ond competent teom of professionols. Serving you os o Certified Minority Buslness Enterprise, our executive seorch reoch spons the United Stotes. We understond thot diversifying your workforce con be tough.
Gomez Portners is relentless in our opprooch to bring your orgonizqtion the best ond brightest executive tolent from q diverse pool of occomplished professionols.
Our Misslon
Gomez Portners is on o mission to level the ploying field for oll professionols by providing wisdom to the executive seorch process, one condidote of o fime.
Our Vision
Gomez Portners'vision is fo focilifote the deployment of diverse executive condidotes in inclusive environments thot foster the chonge needed to susfoin tomorrow's work{orce.
Our Values
We understond os recruitment professionols thot we provide o service thot impocts the successful growth of teoms, orgonizotions, ond individuols. For this reoson, we ore committed to odhering to our compony's core volues, known os S.E.A.R.C.H., which stonds {or Service, Ethics,Accountobility, Resu/ts, Communicotion, ond Honesty.
04/08/2025 Item No.11.
GOMEZ PARTNBNS
Compony Detoils
Values - SEARCH Approach
,As leoders in Diversity Recruiting, we invest time in understonding your orgonizotion's volues, culture, ond gools to ensure thot our opprooch oligns seomlessly with your vision. With this understonding, we con creote toilored strotegies thot not only ottroct diverse tolent, but olso resonote with the core principles driving your orgonizotion's success. For this reoson/ we ore committed to odhering to our compony's core volues qnd S.E.A.R.C.H. opprooch while recruiting our condidote pool.
Ou r S. E,A, R. C. H. Approach
Service GP serves you os o strotegic hiring portner ond odvocote for infusing diversity ond inclusion into the work environments we ploce our condidotes. Our gool is to serve your orgonizotion's vision ond mission by selecting condidotes thot olign wiih your future endeovors.
Eihics We mointoin our stondord of professionol ethics with on octive commitment to respecfing the power of influence over hiring outcomes while sourcing prospective condidotes ond medioting the interview Process.
Accountobility We honor occountobility ond exceed expectotions, with our sights on o bright future oheod. Our timeline process is simple ond upholds the stondord of occountobility needed for our teom to get the job done with excellence every time.
Results We drive reol results by leveroging our in-house technology to its highest copobilities, ensuring o diversi{ied ond successful Executive Seorch process for eoch client.
Communicotion Effeciive communicotion is the leoding focior in building thriving relotionships. We toke the time needed to build strong relotionships wifh both our clients ond condidotes, using prooctive communicotion ond tronsporent process plonning.
Honesty Building trust with our condidotes ond clients is our top priority. Our code of honesty puts your teom of eose in knowing your orgonizotion receives the very best recruitment services ovoiloble. *'oLF+fl]rt
04/08/2025 Item No.11.
GOMES PARTNBNS
Compqny Detoils
Our Commitment To Diversity lnclusion
Diversiry A Representqllon Mallers
Comprised of o diverse Executive Recruiting teom, we opply o culturolly inclusive methodology to our opprooch. As emphotic qdvocotes of diversity inclusion, we extend support to our clients qnd condidotes, ensuring the very best services qvoiloble.
Representotion of diversity in the workploce is imperotive for ony compony or orgonizotion's success. Gomez Portners speciolizes in building diverse ond colloborotive teoms of executive professionols os o certified Minority Business Enterprise.
OurSfofs for Success
20,000 + Diversity & lnclusive Executive Seorches
91Y' + Averoge Plocemenf Rote
Extensive Network of lndustry professionols notionwide in our Professionol Network
55% + Diverse Tolent Pool Per Seorch
04/08/2025 Item No.11.
METHODOLOGY&
STR/ATEGY
Strotegy
Eoch project begins with on intoke meeting which focuses on understonding your orgonizotion's operotions, objectives, culture, ond the technicol requirements of the role. At the beginning of eoch seorch, we toke the informotion gothered from the meeting ond creote o customized work ond customer service plon. Prior to submitting o condidote presentotion, we discuss quolificotions ond requirements of the role ond tronspose this informotion onto our somple condidote molrix, which uses o roting scole to meosure condidote's competencies.
The seorch overview is o detoiled guide thot leods o seorch committee through on executive seorch process.
Our seorch overview ollows o committee the obility to porticipote in the plonning ond stoy on trock.
Additionolly, we help our clients revomp their role descriptions. Once the role description hos been developed, we will conduct on interview questionnoire thot is comprised of troditionol ond behoviorol bosed questions.
Execution
Successful identificotion of exceptionol tolent requires octive investigotion ond direct recruitment. Possive tolent helps drive results for your orgonizotions which we leveroge by networking, dotoboses, sociol medio, ond referrols. We pride ourselves on being o 100% minority firm to ensure our seorches ore done with the highest possible intention to be inclusive of oll underrepresented groups. GP hos creoted o "best proctice" stondord by encouroging eoch condidote to present o written explonotion of their quoli{icotions ond interest in your unique opportunity which provides insight into their communicotion copobilities.
We coref ully screen ond quolify condidotes to ossess their performonce, quolif icotions, ond compotibility.
As potentiol condidotes ore identified, they ore token through ln-Depth lnterviews ond Assessments. After screening cqndidotes, we send o condidote presentotion to the stokeholders ond discuss eoch recommended condidote's fif. Our condidote presentqtions stort by offering our seorch committees onolytics on their seorch which ore updoted eoch time we present.
Close
We fulfill our seorches in 70 doys or less. We con ossist our clienfs in offer negotiotions. Our strong experience in this stoge of the process ollows us to negotiote oll components effectively ond quickly with both sides. Our service extends beyond the finolized offer.
We stoy in close contoct with oll porties during the tronsition period to oddress ony potentiol di{ficulties ond to ensure o smooth tronsition which occurs of 50, 60, 90, 180, ond 560 doys' ln the event on individuol voluntorily leoves our clients within twelve months of stort dote, GP will reinitiote o seorch to fill the position ot no oddltionol fee.
04/08/2025 Item No.11.
Proposed Project Timeline
Preporotion: Weeks l-2
lniliolion Meeting: GP meets with your Seorch Committee to understond your compony's culture ond objectives, filling the position dependent on your expectotions.
Plon of Action: GP creqtes o new job descripfion to post to our outreoch chonnels thot oligns with your compony's objectives for the position.
Seorch Slrotegy Documenls: GP presents on ouiline of seorch methodology, including o list of sourcing ond outreoch chonnels, condidqte behoviorol/personolity ossessments, pre-interview screening questions qnd our proprietory molrix scqle to rote condidotes' competencies
Discovery: Weeks 3-7
Condidote Sourcing: GP identifies quoli{ied condidotes through extensive reseorch, sourcing through our outreoch chonnels, which include but ore not limited to: our compony website, lob boords, sociol medio plotforms, employee referrols, internol condidote dotobose, ond professionol ossociotions.
Cqndidote Screening: GP completes in-depth interviews be{ore presenting to your Seorch Committee. We encouroge condidotes to provide o brief wrilten summory exploining their interest in your orgonizotion.
Cqndidote Presentolion: GP's recruitment teom prepores ond presents our diverse, quolified tolent pool with o presentotion which includes condidote overview, professionol summory, educotionol bockground, work experience, ond relevont skillset.
Hiring Execution: Weeks 6-8
Client lnlerview Process: GP focilitotes ond coordinotes condidote interviews, preporing both porties for eqch interview. This includes prepping condidotes prior to their interview, ond creoting somple questions for your Seorch Committee to highlight eoch cqndidote's strengths
Advisory Consultqtion: GP will offer expert consultotion to help determine which condidotes ore best suited for the role.
Glose Out of Recruilmenl Process: Weeks 9-lO
Finqlizqtion Proeess: GP completes bockground ond reference checks. We ossist in the negotioiion of fhe job offer, con{irming of{er occeptonce ond condidote stort dote.
Ouof ity Check Process: GP completes quolity checks with the hired condidote(s) ond client ot the 50, 60,90,180, ond 560 doy benchmork, to ensure both porties ore sotisfied with their plocement. ln the event qn individuol voluntorily leoves our clients within twelve months of stort dote, GP will reinitiate o search to fill the position al no addilional fee.
Gomez Panners witt maintainn-.:i;:ii;:':::i,:::i;:::::: commitlee rhroughout
04/08/2025 Item No.11.
7 c{rtrrEs ?altTtf,Rs Fol.F*(}lt
Scope of Senrices
I. Pre-recruitmenl Phose of Gomez Parlners
A. Gomez Portners will provide ossistonce ond work with your Seorch Committee to define ond develop o written position description ond supporting moteriols thot will be used in morketing the position.
B. Gomez Portners will work closely with the Seqrch Committee to oscertoin required informotion regording ideol condidotes for the position.
C. Gomez Portners will develop o condidote pro{ile, including the knowledge, skills, ond obilities required to become o successful condidote for the position. We will olso be responsible for coordinoting with your Seorch Committee to ensure such list meets its req u i rements/d esi res.
D. Gomez Portners will evoluote the competitive strengths ond weoknesses of the nqtionol mqrket for the position of Public Works Director.
E. Gomez Portners will develop o customized strotegy specificolly designed to ottroct o diverse pool o{ highly quolified ond competitive condidotes, including women, men, ond members of underrepresented groups, ond review the seorch strotegy with the Seorch Co m m ittee.
F. Gomez Portners will morket the position ond identify o quolified ond diverse pool of tolent for the position, with the expressed opprovol from the City of Folsom.
G. With the City of Folsom's opprovol, Gomez Portners will prepore ond ploce odvertisements for the position in oppropriqte journols, publicotions, ond on web sites, os well os toke responsibility in following the Equol Employment Opportunity Commission guidelines opplicoble to job odvertisements, posts, ond recruitment guidelines.
04/08/2025 Item No.11.
W
GO.MEI PAB.TilBNS
Scope of Services F'(}r,t{{}lrt
Il. Recruitmenl Phose
H. Gomez Portners commits to screening potentiol oppliconts for the position ond identifying those meeting minimum quolificotions, follow up with telephone f zoom interviews to clorify eoch opplicont's credentiols, ond keep the Seorch Commiftee opprised of screening octivities, screening octivities fhot will be completed ot o loter time, ond screening octivities thot Gomez Portners does not intend to complete with explonotions os to why.
l. Gomez Portners will ossist condidotes with submitting on oppropriote opplicotion for the position os required by the City of Folsom ond develop condidote profiles, including comprehensive bockground checks (educotion, criminol, ond work experience) ond ofher relevont reference informotion.
J. Gomez Portners will requesf demogrophic volunfory self-identificotion informotion from condidotes with the most promising quolificotions.
K. Gomez Portners will provide o list of condidotes with the most promising quolificotions ond odvise the Seorch Committee the diverse quolity of this pool of condidotes using our in-house condidote presentotion.
L. Gomez Portners will prepore ond provide the Seorch Committee o written summory of condidotes with the most promising quolificotions.
M. Gomez Portners will evoluote condidotes with the mosf promising quolificotions by conducting in depth reference checks wlth indlviduols who ore or hove been in o position to evoluote the condidotes' performonce on ihe job.
N. Gomez Porfners will oscertoin the strengths ond personol chorocteristics thot would quolify eoch condidote for the Position, including oreos in which the Seorch Committee should delve deeper during the interview process.
O. Gomez Portners will continue to monitor the diversity of the condidote pocl throughout the process ond keep the Seorch Committee opprised, os well os remoin prepored to complete ony odditionol work necessory to complete on oppropriotely diverse pool of f inolists.
P. With the Seorch Committee's input, Gomez Portners will design ond finolize the interview Process, interview questions, ponel mokeup, scheduling, etc.
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04/08/2025 Item No.11.
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Scope of Serrrices
II. Recruitmenl Phase (Con't.)
O. Gomez Portners will coordinote condidotes' porticipotion in interviews by moking trovel orrongements, including tronsportotion, hotel reservotion, scheduling ond expense reimbursement, if required.
R. Gomez Portners will verify the educotionol histories of the finolists for the position, suggest ony recommended odditionol bockground investigotions, while conducting the seorch process with reference ond educotionol bockground checks.
Gomez Portners will rely on informotion given to us by sources, cqndidotes, references qnd privote contocts, ond Gomez Portners does not worront the verocity of such in{ormotion. lnformotion ovoiloble to Gomez Portners thot moy ossist in determining verocity ond completeness will be provided by us to the Seorch Committee.
S. Gomez Portners will communicote with condidotes not selected, ond ossist in offer negotiotions with the finol condidofe selected.
T. Gomez Portners will ottend meetings with the Seorch Committee ond stoff os needed through virtuol meetings, ond will ossist in the preporotion of ogendos for meetings, ond guide your Committee through the criticol evoluotion process of condidotes'
04/08/2025 Item No.11.
Morketing Strqtegy & Somple Moteriqls
Gomez Partners will design a customized marketing promotional strategy and plan that will market the position to prospective candidates using marketing materials produced in house within our Marketing Department.
Additionally, GP will distribute customized marketing materials highlighting the available role and distributing through various channels, including but not limited to: GP's Diversity Today Newsletter, Social Media accounts, lnternal network distribution, display on our company website, sharing with colleagues, partners, and affiliates.
Below are examples from our most recent marketing campaign for The Metropolitan Transportation Authority (The MTA):
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04/08/2025 Item No.11.
HIRINGSUCCESS
Metropolitan Transportation Authority, New York City
Gomez Portners hos successfully portnered with the lorgest public tronsportotion outhority in the United Stotes, serving l2 counties in Downstote New York, corrying over ll million possengers on on overoge weekdoy systemwide, ond over 850,000 vehicles on its seven toll bridges ond two tunnels per doy.
Since 2019, Gomez Portners hos emerged os o primory hiring portner for the MTA, filling over 5O+ execulive level roles ocross vorious deportments over fhe post 6 yeors. They hove renewed their controct os of 2025, to serve os o continuotion of o successful portnership. P/eose see following poge for project details ond posilions filled.
MTA STATS
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$ra.sB $2.6B$rr
Annual Operating Budget
8.8M 56o,/,
Physical Assefs
Daily Customers
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NYC Resrdents Use
Trips Annually
04/08/2025 Item No.11.
2019
2020
2021
2022
2023
2024
. 14 directors of Change & Chief of Potice.
. 600/o minority candidate poot.
. 30 leaderships roles fitted in 9O days or [ess.
. Fi[[ed 4 executive [eve[ HR office roles.
. LOOo/o minority candidate poo[.
. Partnered with senior Leadership to fitt 6 Deputy Chief positions across the MTA. . Sotidified the leadership to manager those recruited during the Reformation Project. . FiLled leadership rotes across 4 departments.
. SOYI minority candidate Poot.
. Mul.ti-disciptine recruitment across 4 departments
. A[[ hires to take place within a four-month window
Continued work with The MTA leadership to assist in the redesign of its internal systems.
Continued recruitment for Senior lT leadership roles.
Fiil.ed 2 Deputy Chief of Staff, Associate Genera[ Counse[ & Contracts Director rotes, SVP Capitat Strategy & Planning, Director of Workforce, Director of Testing' 50% minority candidate poot.
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' Fitted the rote of SVP of Product Controls.
' FitLed roles of: Deputy Chief Enterprise Architecture, VP, Project Controts, VP of HR. . Filted (4) Associate General. CounseI rotes, Mgr. Capitat Technotogy lnvestments & Ptanning, Deputy Cl oiSecu rity Operations.
. Fitted 3 rotes for Application Devetopment Speciatist' . 5Oo/o minority candidate pool completed in under 60 days' . Currently fitling 1-O Executive Agency CounseI Roles
' Currentty fitting 2 Agency Attorney Rotes
. DGP is on track to fitt positions by end of 2024, and the MTA has extended to 2025 ' Currently fitting for SVP of Programs
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04/08/2025 Item No.11.
HIRI NG SUCCESS
The City of Wichita, KS
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Wichita, the largest city in Kansas with a population 395,699,is the county seat of Sedgwick County.Major highw?ys, including the Kansas Turnpike, US 4OO and Interstate l-135, Link the city with a large trade area that encompasses a population of more than one miltion people within a 1-00- mi[e radius.
The City of Wichita, Kansas hired Gomez Partners to perform a nationa[ executive search to hire a diversity candidate to fitL their role of the Transportation Manager and Current Division Plans Manager.
Gomez Partners sourced a variety of candidates with a focus on diversity and incl,usion, successfutl,y fitl.ing the roles in less than 7O days from start to finish.
t5
04/08/2025 Item No.11.
HIRI NG SUCCESS
Lake Gounty Government, lL
Lake County is situated in the northeastern corner of the U.S. state of l[[inois, along the shores of Lake Michigan. The county has a population of 71,4,342, making it the third-most poputous county in Itl'inois. lts county seat is Waukegan, the tenth-largest city in lLtinois.
The Lake County Government hired Gomez Partners to perform a national executive search to hire a diversity candidate to fil,t their role of Ghief Communications Officer to manage the contracts of the university with due diligence.
Gomez Partners sourced a variety of candidates with a focus on diversity and inclusion, successfutty fitling the ro[e of the Chief Communications Officer in less than 70 days from start to finish. '.1 ',
t6
04/08/2025 Item No.11.
HIRI NG SUCCESS
Louisvitte Metro Government, KY
The government of LouisviL[e, Kentucky, headquartered at Louisvi[[e City HaLL in Downtown Louisvi[te, is organized under Chapter 67C of the Kentucky Revised Statutes as a First-Ctass city in the state of Kentucky.
The Louisvil,l.e Metro Government hired Gomez Partners to perform a nationaI executive search to hire a diversity candidate to fil,L the roLe of the lnspector General to manage the operations of the respective departments within the institution.
Gomez Partners sou rced a variety of cand idates with a diversity and inclusion, successfutty fitLing the roLes of the General in less than 70 days from start to finish.
focus o n
Inspector
t7
04/08/2025 Item No.11.
HIRING SUCCESS
Snohomish County, Pubtic Works Division, WA
-'"*eef "
tld
'SSSF-
Publ,ic Works is the largest department in Snohomish County and responsibte for many services that effect residents'lives on a daity basis. Those services are divided into two main categories:
Roads and SoLid Waste.
Snohomish County hired Gomez Partners to perform a national executive search to hire a diversity candidate to fitt their role of Pubtic Works Supervisor IV to manage the Engineering Services Division of the Public Works Department.
Gom ez Partners sourced a variety of candidates with a focus on diversity and incIusion, successfutty fitl.ing the ro[e of Pub[ic Works Supervisor lV in [ess than 70 days from start to finish. t8
04/08/2025 Item No.11.
HIRINGSUCCESS
Feeding America, Chicago lL
F E ED
-a eO
Feeding Americo is o United Stotes Nonprofit Orgonizotion thqt hos o notionwide network of more thon 200 food bonks thot feed more thon 46 million people through food pontries, soup kitchens, shelters ond other community bosed ogencies.
Gomez Portners sourced o voriety of condidotes filling eoch position in less thon 70 doys. The roles fllled were Director of Tolent Monogement, Vice Presidenl, Finonciol Plonning, ond Vice President of Compensotion qnd Performonce.
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a
IJalrla,
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04/08/2025 Item No.11.
HIRINGSUCCESS
UMOS, Milwaukee Wl
WOS
Build@BetterFutu,res
@
ln 1965, UMOS wos formed by community ond foith leoders who recognized the unmet needs ond ospirotions of migront ond seosonol formworkers. While never forgetting its origins ond initiol populotion, UMOS exponded its progroms ond services to ossist people of oll ethnic, rociol, ond linguistic bockgrounds who struggle to meet their needs ond dreom of o better life for fhemselves ond their fomilies.
UMOS hired Gomez Portners to perform o Notionol Executive Seorch to hire o diversi{ied condidote to fill the role of GEO crnd Presidenl. We sourced o voriety of condidotes with o {ocus on diversity ond inclusion, filling the position in less thon 70 doys.
20
04/08/2025 Item No.11.
HIRINGSUCCESS
IXE COilIUt!ilTY AilO lCOilOnC OCYELOPHGNT
AtSocraltoll of cool( colrlllY, lllc
fd
t
The Community & Economic Development Associotion (CEDA), is on orgonizotion thot fosters community development ond economic arowth in Cook County, lL. Vvith o mission to empower individuols, CEDA implements progroms ond initiotives to oddress vorious woys of promoting community well being.
By working colloborotively with communities, CEDA oims to enhonce overoll quolity of life, promote economic stobility, ond creote o positive impoct on the individuols they serve.
CEDA hired Gomez Portners to perform o notionol executive seorch to fill the roles of Ghief Execulive Officer ond Direclor of Progroms.
We successfully filled both roles with diversity condidotes in under 70 doys, from stort to f inish.
2t
04/08/2025 Item No.11.
Client References GOITIBZ NARTNBRS
REFERENCE 1:
Company Name: New York Metropoliton Tronsportotion Authority Address:150 Livingston Street, Kings Brooklyn, NY 11201 Contact and Title.. Shown Moore, Chief Administrotive Officer Telephone Number: (646) 252-4294
E moil : Shown.Mooree mtocd.org
REFERENCE2Z
Company Name: City of Wichlto
Address,' 5015 E. 2lst Street, N. Wichito , KS 67214
Contqct and Title; Michoel Tonn, Director
Telephone Number: (814) 490-4993
Email: Mtonn ewlchito. gov
REFERENCE 3:
Company Name: Feeding Americo
Address:1734 E 4lst St, Los Angeles, CA 90058
Contact and Tiile.'Moritzo Ruono, VP Compensotion & Performonce Telephone Number: 812) 273-5945 X 6055
Email: Mruo noFeed ingAmerico.org
REFERENCE 4:
Company Name: United Migront Opportunity Services (UMOS) Address: 2701 S. Chose Avenue, Milwoukee tNl 53207
Contact and Title,'Morgoret Fischboch, Generol Counsel
Telephone Number: @1a) 389-6019
E mail : Mo rgoret.f ischboch @ umos.org
REFERENCE 5:
Company Name: Community ond Economic Development Associotion of Cook County (CEDA) Address: 567 West Loke Street; Suite 1200, Chicogo, lL 60661 Conlacl ond Title: Horold Rice, President ond CEO
Telephone Nu mber: (312) 7 9 5-BB7 6
Email: H ricee o pcc-chgo. org
04/08/2025 Item No.11.
GOMEZ PARTNBRA
Our Leodership Teqm
David Gomez
President & CEO
Richard Gomez,
Dir. of Finonce & Operotions,
CPA
Matthew Lambert
Client Service Manager
& Executive Recruiter
fF
.I
04/08/2025 Item No.11.
GOIIIEZ PARTNERS
Dqvid Gomez
President & CEOProfessionql Bio:
A steadfast visionary leader, David Gomez has been serving the Executive Search lndustry as a leader of leaders since founding Gomez Partners in 1978.
A first-generation Mexican from immigrant parents, David comes from humbte beginnings, fueling his ambition that catapulted him to business sUccess. Overcoming racial and financial barriers, David leaned on his strengths to navigate his path to reaching his dreams.
Perfecting his business craft, David's skil,l. in diversity consulting has earned him a consistent and prominent presence on the pages of national. media and trade pubtications inc[uding The Wal.t Street Journat, Latino Leaders, Dinero Magazine, and Negocios Now.
His passion for diversity and inctusion has coined him "The King of Diversity," establishing himsetf as a relenttess diversity and inctusion advocate. David has served as a vitat catalyst for the development of valuabte
organizations, altiances, and advance professional
opportunities for Executives of cotor. Some of these
inctude but are not Iimited to:
"Trusting in God to bring forth the
best version of myself. Heol the
Soul and the Body will follow. Every
Doy do your best ond trust God to
toke core of the rest!"
-David Gomez, Founder & CEO
. An integral rote in the devetopment of The New American Atliance. . Assistance in the devetopment of Harvard University's Business School certificate program, catering to the unique needs of Latino professionals.
. Member of the Executive Committee of The United States Hispanic Chamber of Commerce. . Co-founded the University of Southern Catifornia's Marshatl SchooI of Business Executive Development Certificate of Professiona[ Cand idacy an d Respo nsi bi tity. - A guest and keynote speaker for organizations that include the National Society of Hispanic MBAs 'and the National Btack MBA Association.
David Gomez continues to serve as the feartess visionary leader of Gomez Partners, continuing to disrupt the Executive Professional lndustry by instituting effective diversity strategies that nurture d iverse and i nctusive corporate envi ronments.
04/08/2025 Item No.11.
COMEZ PARTNBRS
Richord Gomez
Director of Finonce & Operotions, CPA
Professionql Bio:
Driven with a passion for smatl business management and entrepreneurship, Richard Gomez serves as the Director of Finance & Operations for Gomez Partners. As a team
leader, Richard is in charge of the day-to-day operations with a strong focus on investing in his team, using
professiona[ deve[opment as the catalyst.
Apptying both grit and grace to his leadership approach, Richard be[ieves a key to success is taking the time to embrace the deticate batance between our professional
and persona[ lives.
With more than 13 years of experience in recruiting and business finance, Richard speciatizes in optimizing
operationa[ performance, financial
budget management, and identifying and mitigating risks.
Richard came to Gomez Partners in 2018 with the hope
of making an impact for diverse professionats searching for career advancement opportu nities.
i
.
"Motivotion gets you going and
hobit gets you there."
-zigziglar
Compteting his higher education at The University of l[[inois at Urbana-Champai$n, Richard earned Bachetor of Arts and Master of Science degrees in Accounting. Richard is an active member of The American lnstitute of Certified Pubtic Accountants, ll,l.inois CPA Society, and seeks to complete the process of becoming a Chartered Financia[ Analyst.
Committed to personal devetopment, Richard is an avid reader, challenging himsetf to improve daity. A dedicated husband and father of seven children, Richard invests his free time into raising his famity and mentoring the next generation of leaders through his passion for teaching and coaching hockey.
04/08/2025 Item No.11.
GOMEZ PARTNERS Motthew Lombert
Client Relotionship Monqger
ond Executive Recruiter
Professionql Bio:
Matt has a results-oriented mindset and passion for connecting talent with opportunity as Gomez Partner's Client Relationship Manager & Executive Recruiter. With over 8 years of
experience in Technical Recruiting, Matt brings a unique focus and perspective to filling positions across a variety of industries, managing the entire candidate recruitment life cycle.
Matt's commitment to professional growth is evident in his approach to recruitment, as he blends strategic thinking with a deep understanding of industry trends. His ability to build strong relationships and his keen eye for talent contribute significantly to his success.
Matt begins by creating and implementing marketing campaigns to attract top talent. His detailed approach enables him to meticulously vet candidates, ensuring they meet specific needs of each client. Matt is adept at working with candidates to refine their resumes to highlight their individual strengths and accomplishments. Matt also assists candidates prior to
interviews, providing them with useful background information and helping them to prepare for success.
"lf you ore working on samething you
reolly core about, you don't hove to be
pushed, the vision pulls you." -Steve
Jobs
With the goal of optimizing candidate sources, Matt engages in extensive networking and community outreach to build strong relationships and expand his talent pool. He attends industry events, collaborates with professional organizations, and leverages social media platforms. His dedication to excellence and his highly personal approach ensures that both clients and candidates receive exceptional support and guidance
throughout the recruitment process.
04/08/2025 Item No.11.
tr
GOIHBZ PARTNERE
COST PROPOSAL
Confidential
CLIENT
Posmons
City of Folsom
Public Works Director
PROJECT DETAILS
David Gomez Paftners, Inc. (herein referred to as "GP') will assist the City of Folsom to recruit, hire, and onboard new employees. This agreement will take effect when the Cost Proposal is signed by a City of Folsom Executive.
Work Agreement Throughout the course of any project, we will provide you with incremental information as we receive it. ,i:TLr!,:HI"t should you wish to alter the scope, sequence, target organization, any facet of the project, or decide to hire an internal candidate, please notify the President and CEO, David Gomez. Should the changes materially affect the a) feasibility, b) projected completion time, or c) cost, we will need to on a Role and fee
FEE AND
MISC. FEES
The Expected Fee, payable in multiple installments as outlined in the below fee structure section is based on 22.5o/o of the position average salary, The above expected fee excludes all travel and expenses for candidate interviews and Gomez Partners travel to be covered by the City of Folsom.
A reduced fee can be negotiated if multiple searches are awarded.
In consideration of the Services provided by GP pursuant to this Cost Proposal, both parties agree that:
a. The Expected Fee will be divided into multiple payments as outlined in the subsequent paragraphs.
I. City of Folsom will remit the first one-third of the Expected Fee, upon signing by both parties of this Cost Proposal and upon submittal of the GP work plan, II. City of Folsom will remit the second one-third of the Expected Fee, upon acceptance of three (3) candidates as bona fide candidates for the position under search and is due upon receipt.
III. City of Folsom will remit the remainder of the Expected Fee, after the successful candidate's signing of an offer letter and mutually agreed staft date, which is due upon receipt.
If in the first 12 months of employment the hired candidate is asked to leave for reasons of under- performance, or leaves of their own volition, provided that there has not been a material change in the nature or location of the position, we will relaunch a search for a new candidate, under the original Role Specifications. In such case, we will do so for no additional professional fee, though charging expenses as provided for in this original search. If the nature, location, or reporting structure has changed materially since we closed on the original hire, we will need to mutually agree on a revised Role Specification and fee structure.
PAYMENTS
P ERFORMAI{CE
6UAMNTEE
04/08/2025 Item No.11.
GOMEZ PARTNERS
MBE Certificqtion
Dovid Gomez Portners, lnc. is o Certified Minority Business with less thon l0 employees, ond registered with the City of Chicogo ond is in good stonding.
Pleose see proof of certificafion below:
CtTY OF CH}CAGO
*
DEFARTMENT OF FEOCURE ME}'JT SFRVICES
off Jr Iail
David Gomez
David Gornez Periners, lnc,
110O Jorie Boulevard, suite 126
Oak Braok, lL 60523
Dear Mr. Gomea:
We are pleased to lnform you thal Devld Oomez Ptrtnert, lnc. ie aertified as a ltlinorlty-Owned Buslns$ Enterpriro {";tlBE"} by the Ci$ of Chicago {'Sity'}. This MBE oertificaljon is valid until 1tl1f2025; hpwevar, your firrn's certification must be revalidatod annually. ln the past the City has provided you with an annual letter confirming your certification; such letlErs will no longer be lssued.
Therefore, vrre require you to be even mors diligont in filing your tnnurl Ho-Ghan,ga Aflidevlt B0 dayr before your annual anniversary date.
04/08/2025 Item No.11.
THANKYOU
FOR YOUR CONSIDERATION
,L- i ] 'L ' \
. 'r '. l, J ,1,': i' J - ,: ,
1.,,d tl I
I !'".f t.l i
04/08/2025 Item No.11.
ATTACHMENT 4
04/08/2025 Item No.11.
t
F
I
J',
EXECUTIVE RECRUITMENT SERVICES
PIJB:"!C WORKS D[RECTOR
CBTY OF FOtSOf*
Kt,-. i'i & As,:;t'.c: r .l I es,
A (rali;c!lttr ( (rt'n')ilnY
04/08/2025 Item No.11.
@Koff & Associates GallagherA Gallagher Company
February L2,2025
Allison Garcia, Human Resources Director
City of Folsom
50 Natoma Street,
Folsom, CA 95630
Dear Ms. Garcia,
Thank you for the opportunity to submit our proposal to assist the City of Folsom with Executive Recruitment services. We are excited about the possibility of developing this partnership and supporting the City with the search for its next Public Works Director. Koff & Associates (K&A), a Gallagher company, is uniquely qualified based on over 38 years of assisting public agencies with finding and placing candidates dedicated to public service.
Our unique selling proposition lies in K&A's experience supporting public sector clients in California and throughout the USA. Through our investment in modern recruitment technology, we offer forward-thinking services that not only provide advanced extensive sourcing and outreach but allow us to tell the story of each project through easy-to-u nderstand data.
Conducting countless executive search efforts has made K&A an expert in identifying, targeting, recruiting, and successfully placing women and minority candidates in many of our recruitments. Diversity recruiting is an area of focus, and our firm has a vast pool of resources at our fingertips to provide outreach on an industry-wide basis to the public and private sector for qualified candidates nationwide. We pride ourselves on transparency, flexibility, and quality work.
As K&A's Recruitment Manager, I am available to answer questions about this proposal, as well as our team and recruitment services. You can reach me at (510) 495-0448 or Frank [email protected].
Sincerely,
hLaw
Frank Rojas
Recruitment Manager
RECRUITMENT SERVICES FOR CITY OF FOLSOM
04/08/2025 Item No.11.
@Koff & Associates GallagherA Gallagher CompanY
Tqble of Contents
Business lnformotion
Experience ond Quolificotions
Recent Successful Recruitments
Project Teom
Project Approoch / Methodology
References il
Pricing Proposol 12
Prof essionol Services Agreem ent Ackn owled g em e nt r3 Signoture Poge 14
Attochment: Somple Brochure
I
2 6
7 2835 Seventh Street, Berkeley, California 94710 | 510.658.5633 | KoffAssociates.com
04/08/2025 Item No.11.
@Koff & Associates
A Gallagher CompanY Gallagher
BUSINESS INFORMATION
Koff & Associates ('K&A") is a full spectrum, public-sector human resources and recruiting services firm founded by Gail Koff in 1984 and has been assisting cities, counties, special districts, other public agencies, and non-profit organizations.
As of April 30, 2O2L, we merged with Arthur J. Gallagher and are now officially a Gallagher Division. Our headquarters are in Berkeley, CA, and we have satellite offices in Southern California, the Central Valley, the Sacramento Region, and the Western US Region. GALLAGHER BENEFIT SERVICES, lNC. is our legal name. lt is a Delaware company, and the FEIN is 36-429L97L.
EXPERIENCE AND QUALIFICATIONS
With nearly 40 years of HR experience, Koff & Associates knows public sector employment inside and out. We are familiar with public sector organizational structures, agency missions, operational and budgetary requirements, and staffing expectations. Our team is ready to support you at any level you wish - providing sourcing expertise, full-cycle recruitment at the start of your search through the start date of your newest employee, and everything in between.
K&A provides personal attention to and creates long-term relationships with our clients. Because we care about and understand your organization's people, culture, leadership, and unique needs, we identify highly qualified candidates to suPport Your goals.
With our focus on inclusion, networking, and advertising with minority-based associations, we source top talent and our placements reflect the Agencies we serve.
K&A identifies candidates which traditional recruiting strategies may miss.
We leverage innovative sourcing methodologies and technologies for a robust and advanced sourcing strategy that will attract hard to find passive job seekers.
Our long list of clients indicates our firm's reputation as a quality organization that produces comprehensive, sound, and cost-effective results. K&A is "hands on" and responsive with the ability and expertise to identify the ideal candidate(s) for the City of Folsom.
K&A uses its vast network to leverage recommendations and referrals of past clients in combination with modern sourcing techniques and technology to build the best candidate pools in the market. We are a team of true recruiters with over 60 years of combined experience. Our work speaks for itself, and our primary goal is to provide professional and technical consulting assistance with integrity, honesty, and a commitment to excellence.
L
We build enduring
relationships
We value strength in
diversity
We leverage innovative
search technology
RECRUITMENT SERVICES FOR CITY OF FOLSOM
I
04/08/2025 Item No.11.
IKil
@Koff & Associates
A Gallagher Company Gallagher
RECENT SUCCESSFU L RECRU ITMENTS
Following is a partial list of recent executive recruitments conducted by the K&A recruitment team 2 2025,
2023-2022
Public Works & Utilities Director, Director of Human Resources, Chief of PoliceCity of El Monte
2024Public Works DirectorCity of Commerce
2024-202LCity Engineer/Trans portation Engineer, Public Works Director, Utilities Director, Fire Division Chief, Finance Manager, Fleet SuperintendentCity of Gilroy 2024,2022Director of Public Works / City Engineer, Director of Finance / City TreasurerCity of Lawndale
2024City of Lomita Public Works Director, Water Systems Superintendent 2024Finance Director, Assistant Public Works Director, Assistant Fire ChiefCity of Los Banos 2024-2027
Library Manager, Associate Traffic Engineer, Chief Financial Officer, Environmental Resources Division Manager, Safety Training Officer, Planning & Environmental Manager, Budget Manager, Senior Planner, City Traffic Engineer, Assistant Director of Housing, Assistant Public Works Director (Water Utilities), Controller, Public Works Director City of Oxnard
2024City of Woodland Deputy Director of Public Works - Utilities 2023Public Works DirectorCity of Avalon
2023 -2022Director of Community Development, Public Works DirectorCity of Millbrae 2023-202LCity of San Bernardino City Manager, Deputy Director of Human Resources (Risk), Director of Human Resources, Chief of Police, Director of Public Works 2023 -2021Senior Civil Engineer, Assistant Public Works Director, Assistant Civil neer, Associate Planner, Assistant PlannerEngiCity of Seaside 2022Assistant Public Works Director (2)County of Butte
2021.Public Works DirectorCity of Chico
2024Chief Executive Officer/General ManagerBay Area Water Supply and Conservation Agency
2024Executive Director
niatiomeE Assoccy
California Utilities
2024Accounting ManagerCity of Bell
2024City of Chula Vista Deputy City Manager
2024-2023Assistant City Manager, Chief of Police, City ManagerCity of East Palo Alto 2024Water Engineering ManagerCity of Glendale
2024Accounting ManagerCity of Hayward
2024Assistant Community Development Director, Risk Manager, Director of Human ResourcesCity of La Mesa
Agency Title Year
RECRUITMENT SFRVICES FOR CITY OF FOLSOM
04/08/2025 Item No.11.
KI
@Koff & Associates
A Gallagher Company Gallagher
City of Menlo Park
Assista nt Adm inistrative Services Director (Fi nance), Hu ma n Resou rces Manager
2024-2023
City of Oceanside Director of Human Resources & Risk Management, City Manager, Risk Manager
2024,2022
City of Ontario
Accou nting Ad mi n istrator, Budget Ad min istrator, Accou nti ng Su pervisor, lnvestments & Treasury Officer, Assistant Community Development Director
2024-2023
City of Palm Springs Airport Deputy Director, Planning & Engineering; Senior Civil Engineer; Fire Chief; City Manager
2024-2023
City of Palmdale Community & Economic Development Director, Deputy Director of Human Resources
2024
City of Palo Alto
Assistant Director of lT, lT Project Manager (Senior Technologist), Water Treatment Plant Manager, Water Quality Control Plant Assistant Manager
2024
City of Patterson Fire Chief, Director of Recreation & Community Services, Director ot Finance
2024-2022
City of Pomona Development Services Director 2024
City of Rancho Palos Verdes
Human Resources & Risk Manager, Principal Engineer, Associate Engineer - Utilities (Capital Projects), Associate Engineer - Utilities (Operations), Senior Engineer - Tra nsportation/Traffic (Operations), Senior Engineer - Civil/Roadway (Capital Projects)
2024-2023
City of Redlands Director of Human Resources 2024
City of Rialto
City Engineer, Director of Finance, Assistant City Manager, Assistant Director of Finance, Director of Community Development, Director of Engineering Services/City Engi neer
2024-2022
City of Richmond
Senior Civil Engineer, Director of Finance, lnformation Technology Manager, Deputy Director of Community Resources, Employment and Training; Budget Administrator and Accounting Manager
2024-202L
City of Riverside Utilities General Manager, Deputy Finance Director, Debt & Treasury Manager, Budget Manager
2024-2022
City of San Leandro Assistant Finance Director 2024
City of Sanger City Manager 2024
City of Scottsdale, AZ Economic Development Director 2024 City of Stockton Chief Financial Officer 2024
City of Tulare Chief Financial Officer 2024
City of Visalia Administrative Services Director 2024
Coachella Valley Water
Dist.
Associate Engineer- Stormwater and Sanitation, Director of Environmental Services
2024-2023
3 RECRUITMENT SERVICES FOR CITY OF FOLSOM
I
04/08/2025 Item No.11.
Kil
Gf)Koff & Associates
A Gallagher ComPanY Gallagher
County of Riverside
Director of Animal Services, Director of Human Resources, Department Public lnformation Officer l, DEI (Diversity, Equity, and lnclusion) Officer, County Counsel
2024-2022
County of San Bernardino County Labor Relations Chief, Chief of Homeless Services 2024-2023 Golden Gate Bridge
Highway & Trans. District Senior Electrical Engineer/Construction & Facilities 2024 lrvine Ranch Water District Collections Manager, Accounting Supervisor, Senior Human Resources Analyst, Human Resources AnalYst
2024-2023
Marin/Sonoma Mosquito &
Vector Control District District Manager 2024
Metropolitan Water
District of Southern CA
Climate Adaption Planning Program Manager, Conveyance and Distribution Group Manager, lntegrated Support Services Group Manager, Treatment and Water Quality Group Manager
2024
Mid-Peninsula Water Dist. Administrative Services Manager 2024 North County Transit Dist. Chief People Officer, Chief Executive Officer 2024 Ontario M u nicipal Utilities
Company
Utilities Customer Service Director 2024
Port of Long Beach Director of Security 2024
San Bernardino County
Tra nsportation Authority Chief Financial Officer 2024
San Bernardino Superior
Court
Human Resources Business Partner 2024
Santa Clarita Valley Water
Agency Controller 2024
Solano Transportation
Agency
Finance and Budget Manager, Director of Projects, Senior Accountant, Program Coordinator
2024,2022
State Bar of CA Chief lnformation Officer 2024
West Valley Water District Chief Financial Officer, Director of Engineering, Assistant General Manager, General Manager
2024-2023
Westlands Water District General Counsel 2024
California Association of
Sanitation Agencies Manager of Association Services 2023 City of Long Beach Data Center Officer, City Treasurer 2023 -2022 City of Los Altos Housing Manager 2023
City of Modesto Engineering Division Manager - Utilities, Wastewater Division Manager 2023 -2022 City of Pasadena
Director of Parks, Recreation and Community Services; Director of Library & lnformation Services; Chief of Police; Controller 2023 -2022 City of Pittsburg Water Utilities Manager, Assistant City Engineer 2023
RECRUITMENT SERVICES FOR CITY OF FOLSOM
I
4
04/08/2025 Item No.11.
Kil
@)Koff & Associates
A Gallagher Company Gallagher
City of Salinas
Planning Manager, Assistant Finance Director, Senior Civil Engineer, Chief of Police, Finance Director 2023-2021
City of San Jose Assistant Chief lnformation Officer, Chief lnformation Officer 2023-2022 City of Santa Fe Springs City Manager 2023
City of Santa Monica City Engineer, Director of Transportation 2023 City of Signal Hill City Manager 2023
City of Soledad City Manager 2023
City of Vista Director of Engineering, Director of Community Development, Assistant City Manager, Fire Chief
2023
City of West Hollywood Economic Development Director 2023 Contra Costa Water District
Assistant General Manager (Water Resources, Operations, & Maintenance), Assistant General Manager (Engineering & Construction), Director of Finance
2023-2022
East Bay Regional Park Dist Chief of lnterpretive & Recreation Services, Chief of Design & Construction, Chief lnformation Officer 2023-2022
Fresno lrrigation District Senior Civil Engineer 2023
Mtn. House Community
Services District Utilities Manager 2023
Mtn. View Sanitary Dist Chief Pla nt Operator/Wastewater Operations Ma nager 2023 Orange Co. Mosquito &
Vector Control District Director of Human Resources 2023 South San Joaquin
lrrigation District Telemetry System Supervisor, Finance and Administration Manager 2023 -2022 South Tahoe Public Utility
District General Manager 2023
Tra nsportation Corridor
Agencies Chief Capital Program Officer 2023
Valley Sanitary District General Manager 2023
Yolo Transportation District Director of Finance & Administration 2023 Alameda Housing Authority Administrative Manager 2022
California Assoc. - Local
Agency Formation
Commissions
Executive Director 2022
City of Berkeley Accounting Manager, Director of lnformation Services, Director of Engineering
2022-202L
City of Calexico Chief of Police, City Manager 2022
City of Carson Director of Finance, Public Works Operations Manager 2022
RFCRUITMENT SERVICFS FOR CITY OF FOLSOM
5
04/08/2025 Item No.11.
@Koff & Associates
A Gallagher CompanY Gallagher
PROJECT TEAM
Frank Rojas
Recruitment Manager
Frank brings more than thirty (35) years of recruiting experience from the highly competitive direct placement and contracts labor industries and the corporate environment. He has significant experience placing corporate leaders, executive, professional, and technical staff, including individual contributors for the government sector, non-profits, aerospace, architectural and engineering, information technology, petroleum and chemical, energy, power, civil/structu ral, tra nsportation, a nd private i ndustry.
Frank began his career in Contract Labor. Overthe next 30+ years, he launched seven start-up offices in several states and locations, providing direct placement and contract support to hundreds of clients in virtually all industries and levels of talent. He continued his career in the non-profit environment, managing and building talent acquisition support during significant growth periods, Having been a speaker at several networking and career coaching venues, Frank believes in utilizing traditional recruiting methodology with social media. ln addition to recently completing recruitments for the City of Vista, County of Riverside, City of Riverside, City of pasadena, and West Valley Water District, recent successful efforts include positions of Public Works Director, Economic Development Director, City Manager, Finance Director, Animal Services Director, Director of Human Resources, City Treasurer, DEI Officer, Chief of Police, and Director-level hires for lnformation Technology, Social Services, Community Development, Community Services, Fire Chier and Division/Site General Managers.
Frank has been named in the top 1% viewed profiles on Linkedln and has established a strong client and customer base through trust, effective recruiting, relationship building, and teamwork.
Chelsea Freeman
Recruiting Supervisor
Chelsea's professional experience includes almost 20 years in Human Resources which includes both the public and private sectors. She began her HR journey in private-sector manufacturing and then later transitioned to the public sector. Her previous role was as the Classification, Compensation, and HR Operations Manager at California State University, Monterey Bay, where she was responsible for developing and implementing a compensation philosophy for staff and faculty, as well as implementing process improvement efforts within the HR operations. She provided ongoing consultation to executives relating to organizational effectiveness, recruiting, and best practices in hiring which included Diversity and lnclusion training and properly classifying and compensating employees' Since joining K&A, a Gallagher company, Chelsea has partnered her classification and compensation experience, marketing skills, and recruitment experience to bring a full-service experience to all clients. She currently manages full-cycle recruitments for California public sector agencies including cities, counties, and special districts. She provides supervisory oversight for tech n ica l, professiona l, a nd m a nagement recru itme nts.
Chelsea earned her B.A. degree in Communications from Sonoma State University.
Ember Plummer
Recruitment Coord inator/Proiect Support
Ember supports the Koff & Associates team as a Recruiting Coordinator/Project Support. Since joining K&A, they have helped to develop efficient processes to streamline recruiting services. They support the recruiting team in a broad range of administrative needs and in preparing reports and documentation for clients. Ember earned their B.A' in English Language & Literature and World Literature from Smith College in Northampton, MA. 6 RFCRUITMENT SERVICES FOR CITY OF FOLSOM
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@)Koff & Associates
A Gallagher ComPanY Gallagher
PRCJ ECT APPROAC H/METHODOLOGY
Our philosophy ensures thorough, thoughtful, and strategic sourcing, evaluation, selection, and vetting of candidates. We reach out directly to potential candidates, referral sources, professional associations, and user groups, etc. by using business media, outreach emails, general advertising, and most importantly picking up the phone and actively calling passive applicants. This strategy also includes focused advertising on websites and in publications specific to women and minority candidates.
K&A will provide weekly progress reports to the City and participate in conference calls and onsite meetings as req uested.
We are responsible for ensuring compliance, adhering to, and maintaining all legally mandated documentation throughout the process.
Step 1: ldeal
Candidate Profile
Step 2: Five
Week Window of
Application and
Sourcing
Step 3:
Recommendation
of Candidates
Step 4: lnterview
Facilitation
Step 5:
Background,
References, and
Offer
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Step I : ldeol Condidote Profile
Developing the profile for the ideal job candidate for the position is crucial for a successful search process.
We will coordinate with the City in identifying and developing:
. The various organizational needs, vision, mission, goals, strengths, challenges, opportunities, and culture of the organization;
. Position competency requirements, i.e., knowledge, skills, and abilities; r Personal and professional attributes required of and priorities for the new incumbenU ' Type of working relationship senior leadership desire with the new incumbent; . Advertising strategies in conjunction with a national and/or regional outreach campaign; r Compensation levels; and
I Schedule of deliverables from K&A.
After meeting(s) with the City, there will be a consensus of the key qualifications and characteristics of the position and the process, action plan, and timetable to be utilized for the recruitment process.
Brochure Design & Posting
Following the development of the candidate profile, an eye-catching recruitment brochure will be professionally produced in coordination with the City's feedback. The brochure will highlight the strengths of the City of Folsom and the surrounding community. The brochure will feature the organizational structure and services of the City, its mission and goals, pertinent facts regarding the position, and necessary and desirable candidate qualifications.
Step 2: Five Week Window of Applicotion & Sourcing
K&A can, at the request of the City, facilitate community surveys or community outreach forums to encourage feedback from residents. A report of resident comments will be provided to the City prior to first-round interviews.
Our effort will include a variety of activities designed to build the best available candidate pool. Our techniques and methodologies allow us to source from extensive pools of potential candidates and referral sources. ln coordination with the City, K&A will:
r ldentify prospects;
. Provide each potential candidate with access to the recruitment brochure; . Capture interested candidates in our recruitment project database; and . Provide representative data to the City, including candidate documents, interview notes, and an outline of the recruitment process.
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Step 3: Recommendotion of Condidotes
K&A will provide the City with a report of the leading candidates to further narrow the pool to the most highly qualified and establish the best organizational fit of each potential finalist. This screening process is specifically designed to assess the personal and professional attributes the City has identified and will focus on each candidate's ability, technical competency, and fit with the City's values, culture, and needs. Our assessment will consist of:
. Experience and qualifications;
. Cultural fit based on our understanding of essential intangibles; . Clarity of any issues identified in the submitted documents; . Reasons for position interest,
r The level of commitment to the position and the organization; and r Other issues, including salary requirements'
Step 4: lnterview Focilitotion
We will advise and develop interviewing strategies and a menu of questions that will help analyze candidates' qualifications and management/work styles. We will facilitate all necessary communications with the City and candidates to ensure everyone is well prepared'
lnterview questions will elicit information about each candidate's technical skill set, experience, leadership skills, adaptability, political astuteness, self-awareness, and other important aspects of the ideal candidate profile.
Questions, evaluation tools, and additional materials will be assembled in intuitive and user-friendly interview packets. We will use evaluation criteria agreed to by the City.
The Project Manager will coordinate interviews, interview schedules, and finalize the process. We will provide oversight during the panel interview process and facilitate a focused discussion with the City at the beginning and conclusion of the interviews to identify the most qualified candidate(s)for final interviews.
Step 5: Bockground, References, ond Offer
K&A provides a thorough and quality reference and background check process for our clients. We start by calling candidates' employment and professional references and having an in-depth discussion, covering their strongest business characteristics, work style, interpersonal skills, and position-specific knowledge. All references will be documented and presented in a concise, user-friendly manner.
Background checks are conducted in coordination with a third-party firm to verify educational degrees and employment records and confirm clear driving records, criminal records, and financial history/credit' Reports can be tailored to clients' needs upon request. Safety for clients and their communities is our priority, so rest assured that we, as well as our background contract firm, meet or exceed relevant reporting requirements.
K&A can facilitate and lead the negotiations of the final terms and conditions of employment, such as the compensation package, benefits, and other perquisites (perks). We will notify all candidates not selected as finalists for the position.
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Project Schedule
The following is a typical schedule for conducting recruitment efforts. Search efforts for executive recruitments generally take twelve to fourteen (12-1,4) weeks to complete, allowing enough time for all steps of the process and client schedules.
Weeks 2 4 6 8 10 L2 L4
Step 1
Step 2
Step 3
Step 4
Step 5
K&A Diversity Stotement
ln 2024, 72% of our placements were women or people of color. We source candidate pools that are representative of our clients' communities, and we present highly achieved slates of finalists with the same diversity. We use a variety of industry-specific diversity advertising to source a diverse and representative population of candidates. For example, a Fire Chief advertising campaign included posts to lnternational Association of Women in Fire & Emergency Service - Women in Fire, lnternational Association of Black Professional Fire Fighters, lnc., National Association of Hispanic Firefighters, and lnternational EMS & Firefighters Pride Alliance.
This statement serves to reaffirm our commitment to providing equal employment opportunities to all employees and applicants for employment in accordance with equal opportunity and affirmative action laws.
We affirm our personal and official support of these policies, which provide that K&A is committed to implementing the affirmative action policies, programs, and procedures included in this plan to ensure that employment practices are free from discrimination. Employment practices include but are not limited to the following: hiring, promotion, demotion, transfer, recruitment or recruitment advertising, layoff, disciplinary action, termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. We will provide reasonable accommodation to applicants and employees with disabilities'
RECRUITMFNT SERVICES FOR CITY OF FOLSOM
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@Koff & Associates
A Gallaghei Company Gallagher
REFERENCES
We are proud of our past recruitment work with clients to successfully place candidates to meet their organization's needs.
(9sL1826-s972
EEnriquez@ riverside.gov
3900 Main St,
Riverside, CA 92501
Edward Enriquez
cFo
DEI (Diversity, Equity, and lnclusion) Officer, Debt & Treasury Manager, Budget Manager
City of Riverside
Stephanie George
Director of Human Resources
,,
"
o r,, n,
".
u
"o
*" o o, r [ruoo],,1"'#311
3200 E. Tahquitz Canyon Way
Palm Sprinss, CA.92262
City of Palm Springs
Fire Chief, City Manager
Tiffany Jacobs-Quinn
Human Resources Director
(626)744-4126
tiocobsq uin n @ citvofpasadena. net
100 Garfield Ave,
Pasadena, CA 91.101
Director of Library & lnformation Services, Chief of Police, Controller, Director of Parks Recreation and Community
Services
City of Pasadena
Haydee M. Sainz
Human Resources & Risk Manager
(sog)820-37L2
[email protected]
855 W. Baseline Rd.
Rialto, CA 92377
West Valley Water District
General Manager
Recruitment & Agency Contact
LL
I
RECRUITMENT SERVICES FOR CITY OF FOLSOM
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@Koff & Associates
A Gallagher Company Gallagher
PRICING PROPOSAL
Project
Professional Fee and Expenses
o Public Works Director
o Total not-to-exceed professional fee of 525,000, which includes all professional services and expenses, including brochure development and design, advertising, printing and shipping, associated consultant travel if required, and background.
o lnvoices will be billed monthly in four equal increments of 56,250.
Note: Expenses do not include candidote travel.
Optionol: Recruitment Video
tn addition to the standard recruitment brochure, K&A can develop a Recruitment Video to better highlight the positive elements of the organization and community. These videos have proven to ottract more iob seekers and effectively expond the talent pool. Videos run approximately three-minutes in length ond highlight the workplace environment, locol landscope, and include interviews with selected staff. This video is optional and costs 54,000.
Plocement Guorontee
K&A is committed to recommending only the most qualified candidates who meet all the necessary requirements and qualifications and are also a cultural fit for the City. We proactively recruit for each search effort until a successful candidate is placed.
Therefore, we promise to present to the City a selective pool of candidates that met or exceeded our standards during the thorough screening processes and have been identified as ideal matches for the position. Should the City disapprove of all final candidates or should none pass the final interview and reference check process, we will work to find a new slate of candidates at no added cost, with the possible exception of necessary advertising. ln addition, for full recruitments for executive and mid-management positions, should the incumbent leave the position or be terminated from employment within L2 months of hire due to performance issues, we commit to conducting a one-time additional executive search to identify a replacement and only charge related expenses as described in the Pricing Proposal.
Overall, K&A's retention rate during the first l-2 months of hire is robust and has been above 95Yo over the last several years.
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@Koff & Associates
A Gallagher Company Gallagher
PROFESSIONAL SERVIC ES AGREEMENT ACKNOW LEDGEMENT
We will be pleased to sign the City's professional services agreement for recruitment services, however we respectfully request that the City will allow for a period of negotiation of certain terms in the professional services contract related to liability, indemnity, insurance, and other terms. We have found that we have always come to an agreement with all of our clients in the past and appreciate the City's flexibility in reviewing certain terms in a collaborative fashion between our legal counsels.
INSU RANCE ACKNOWLEDGEMENT
Gallagher shall at all times during the term of this Agreement and for a period of two (2) years thereafter, obtain and maintain in force the following minimum insurance coverages and limits at its own expense:
claims for bodily injury, death, personal injury, or property damage occurring or arising out of the performance of this Agreement, including coverage for premises, products, and completed operations, on an occurrence basis, with limits no less than 52,000,000 per occurrence; place, and Employer's Liability insurance with limits no less than SL,000,000 per accident for bodily injury or disease. lnsurer will be licensed to do business in the state in which the work takes place; automobiles with limit of S1,000,000 per accident for bodily injury and property damage; than S10,000,000 per occurrence or in the aggregate;
of no less than 55,000,000 per claim, or Sl-0,000,000 in the aggregate; including extended reporting conditions of two (2) years with limits no less than 52,000,000 per claim and in the aggregate, inclusive of defense cost; and
per claim and in the aggregate.
less than A-Vl, and licensed to do business in the state of operation. Any cancelled or non-renewed policy will be replaced with no coverage gap, and a Certificate of lnsurance evidencing the coverages set forth in this section shall be provided to Client upon request.
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@Koff & Associates
A Gallagher Company Gallagher
SIGNATURE PAGE
We thank you for your consideration of our proposal. We are committed to providing high-quality service and investing in a long-term partnership.
This proposal is valid for ninety (90)days.
Respectfu I ly submitted,
By: KOFF & ASSOCIATES
State of California
AhAw
Frank Rojas Date: February 12,2O25
Recruitment Manager
RECRU:TMENT SERVICES FOR CITY OF FOLSOM
1,4
04/08/2025 Item No.11.
,:.rl!rirrt.::.v : Iiar..j
04/08/2025 Item No.11.
ABOUT THE CITY OF EL MONTE
The City of El Monte is the hub of the San Gabriel Valley, located approximately 12 miles east of downtown Los Angeles, where two major freeways, lnterstate 10 and 605, intersect, El Monte offers its residents a mix of housing, employment, and community amenities.
With an area of 9.6 square miles and a population of approximately 1 15,000, El Monte is characterized by an ethnically diverse and dynamic population, which is nearly 70 percent Hispanic and 25 percent Asian.
The community's residents share a growing pride and awareness that El Monte is a great place to live, work, and play. Over its history, the City has established an extensive portfolio of community assets.
This includes an emerald necklace of rivers, quality neighborhoods, equestrian areas, and a historic downtown featuring a vibrant community center.
El Monte has established a reputation as one of the area's economic development leaders, lvith over one billion dollars in private investments under construction, approved or in the review process.
This includes the Gateway Center mixed-use project with over 500 residential units and retall space adjacent to the El Monte Transit Center (the largest bus station on the West Coast), the 1 15,000 square foot Santa FeTrails Shopping Center, and hotel and multiple mixed-use developments along signifi cant corridors,
Major existing businesses include LongoToyota (one of the largest auto dealerships in the United States), Home Depot, Sams Club, and the regional offices ofCathay Bank.
GOVERANCE
The City was incorporated as a municipality in 1912 as a general law city. The five members of the City Council (including the Mayor) are elected at large, on a nonpartisan basis, and are responsible for overseeing the delivery of local government services. The City Council serves four year staggered terms and the Mayor is elected for a two year term.The City Clerk and CityTreasurer are also elected to serve a four year term. The City of El Monte is a full-service city with approxlmately 300 full-time employees and 300 part time employees.The total General Fund budget for 2024-2025is572 million.
THE DEPARTMENT
- Department Operations -
The Public Works Department is comprised of six principal operating divisions: Engineering, Environmental Services, Public Works Maintenance,Transportation Services and Utilities.
Envi ronmental Services
The Environmental Services Division manaqes solid waste collection, hazardous waste collection, and recycling services provided to the residents and businesses of the City of El Monte.This includes contract management for the private service providers contracted by the city to provide these services, management of a variety of waste and recycling grant programs and providing special outreach and educational programs relating to solid waste and recycling.
Engineering
The Engineering Division manages the design and construction of all capital improvement projects for the City's public infrastructure systems a nd public bui ldin gslfaci I ities; prepa res tech nical studies/ reports; regulates construction activities within the public right of-way by private entities and utility companies; and maintains infrastructure records.The Engineering Division also works closely with the Community Development Department and
Building Division to perform plan review and inspection services of tract/parcel maps for subdivisions and grading and drainage improvements on private property; provides technlcal support to the Public Works Maintenance Division; and works with neighboring cities and regional agencies whose policies and projects affect the City of El Monte.
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Public Works Maintenance
The Public Works Maintenance Division operates and maintains the City's public infrastructure systems and facilities including streets and medians, streetlights and traffic signals, the urban forest, sidewalks and pathways, parks, public buildings, bus stops and shelters, and maintains the hazardous waste collection storage facility. Public Works maintenance crews also help set up and clean up for city-sponsored special and holiday events throughout the year such as the Summer Concerts in the Park, Holiday House, Children's Day Parade, press conferences, etc.
Transportation
The Transportation Services Division manages and operates a variety of public transportation programs serving El Monte's residents and visitors.This includes five El MonteTransit routes, transportation for youth and senior services and events, a Dial-a-Rlde program for senior and disabled residents, and a Commuter Shuttle services linking some of the regional transportation services provided by MTA and Metrolink within the city. The division also provides subsidized bus passes for El Monte residents and coordinates services with regional transit providers, and maintains the city! transportation vehicle fl eet,
- Utilities Division -Water
The City Water Division currently owns and operates a water system which encompasses the central business district and parts of the northwestern and southern portions of the City.There are approximately 3,460 active services which serve approximately 22,700 businesses and households. Currently there are six deep wells, one 'l
,000,000 gallon reservoir and a 200,000 gallon elevated tank utilized to serve this water supply. Revenue to support the Water Fund is exclusively from the sale of water. This Water Division crew monitors the system 24 hours a day,7 days a week. Standby crews respond to emergencies on weekends, holidays and after hours.
Sewer
The City Sewer Division is responsible for the maintenance and repair of 8 sewage lift stations, 125 miles of mainline sewer pipeline and2,687 manholes.This Division utilizes equipment (Vactor 2100 Jet Rodder truck) for cleaning the system's main lines, as well as a new state of the art camera truck (Cues lndustries) to assist with the video inspection and recording of the structural integrity of the mainlines.This Sewer Division crew monitors the system 24hours a day,7 days a week. Standby crews respond to emergencies on weekends, holidays and after hours.
THE POSITION
Reporting to the City Manager, this position directs, plans, organizes, manages, and provides administrative direction and oversight for all functions and activities of the Public Works and Utilities Department including engineering, maintenance, transportation operations, short and long-term planning, environmental and utility divisions.This includes formulating departmental policies, goals, and directives, coordinating assigned activities with other City departments, officials, outside agencies, and the public, and fostering cooperative working relationships among City departments and with intergovernmental, regulatory agencies, and various public and private groups, and staff.
Successful performance of the work requires knowledge of public policy, City functions and activities, including the role of the City Council, and the ability to develop, oversee, and implement projects and programs in a variety of areas. The incumbent is accountable for accomplishing departmental planning and operational goals and objectives, budget, and for furthering City goals and objectives within general policy guidelines.
Duties and responsibilities include, but may not be limited to the following:
> Manage and participate in the development and administration of the departmentl budget.
> Selects, trains, motivates, and directs department personnel. > Continuously monitor and evaluate the eff ciency and
effectiveness of service delivery methods and procedures. > Monitors legal, regulatory, technology and societal changes and court decislons that may affect the work of the department; determines equipment acquisition, training programs and procedural changes to ensure retention of qualified staff and the provision of services to the community in an effective, efficient and economical manner.
> Oversee the development of consultant requests for proposals for professional services and the advertising and bid processes. > Performs site inspections during construction to ensure all City and mandated safety rules, regulations and protocols are in compliance.
> Participates in and makes presentations to the City Council and a wide variety of committees, boards, and commissions.
> Attend and participate in professional group meetings; stay abreast of new trends and innovations in the field of public works and utilities.
> Prepare, review, and present staff reports, various management and information updates, and reports on special projects as assigned by the City Manager.
> Respond to public inquiries and complaints and assist with resolutions and alternative recommendations to ensure excellent customer service.
> Serve as a spokesperson for the department at a variety of community events, meetings, and other public relations activities. > Performs other duties as assigned.
DEPARTMENT MISSION STATEMENT
llrc [)ublic !\(rrks l-]t:p.rrtnror.rt provicles dn(J nr,rintains the ('itrr ol Fl Monte': plrysicnl and r.nvirorrntr:nt,rl inlrastrur 1r.rre jv-\terns antl pnx,idcs pl,rrr rcvicrnr and inspc'ctiott fot Irrirr,rlr- huildir.q projt.cts, Wc .rrc rlcdir;ttr:cl to 6rrtrvirlinq safc, lLrnctional ,rld sr.rslnif,rl)lc inlt,rslrLrrture syslc'rlrs Lhlt il.nprorre tlrrr qr.r.llilv ol lile krr tllc tc'sirit'nls, llusit'tcssr:s and visilors ol llrr.(i11,'o1 llrVlor:tcinarospi>rrsirrt.antlrosl clfcrlivt'ln,rrrr('l ancl in.rrtorrlanic r,vitlr lotal, sLalc and lt'derrrl rc'r;trlatiors. ()rrr sL.rt,it ('\ i ()v{.t \lr(.r'1\. stri't'tlirllrls,rrrl lt,rlhr sirilr,rls, llt0 rrrb.rn lorersl, ,sirior,v,rlks,rnd p,rllrw,rys, parks, scwr:rs artrl slorln tlrains, thc rlrirliirrtl \,v.rl(.r syslenl, pul:rlii L>rrildirtcls, sc.rlrtl w,rs1c collcttiolt,tlrc( it\r':pultlr lt.rttsl rorlrrlior r\r'r\/i(c\,artd<apit.rl pr r-r jcr t rJel irrt'r ),.
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THE IDEAL CANDIDATE
The ideal candldate is a confident, strategic, and visionary leader and effective communicator with broad experience in all areas of public works, possessing extensive expertise managing staff and creating organizational structure and a sense ofteam and purpose.
Water Utilities experience will be ideal. As the Director interacts with a variety of internal and external stakeholders, exceptional interpersonal skills and political acumen are of the utmost importance. The successful candidate will have a proven track record creating efficiencies, implementing best practices, and removing unnecessary bureaucratic obsiacles, while establishing clear procedures and policies, both written and verbally. A background eflectively engaging with labor unions and ensuring positive outcomes is critical.The ideal candidate will possess a passion for public service, especially serving an underserved community; an entrepreneur from within who recognizes this opportunity to create and establish an effective and efficient administrative infrastructure for long-term success.
Key characteristics and attributes:
> A supportive leader who creates a cohesive structure and team- oriented working environment.
> An inclusive and positive management style that ensures accountability, responsibility, and encourages discussion and ideas from staffand key stakeholders.
> Good organizational skills with a transparent style of leadership; outward facing and willing to use the City website to promote projects, engage with the community, and be approachable. > Flexible. Able to provide clear goals and expectations, while remaining agile and can adapt to changing priorities.
> The ability to effectively communicate with staff Remove roadblocks and be willing to allow for project ownership, employee development, and a sense of pride. Able to attract and retain a solid, high performing workforce.
> Stays current in new technologies and legislation.
L Effective at community engagement and follow through. A listener.
EDUCATION AND EXPERIENCE
Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifuing. A typical way to obtain the required qualifications would be:
> Equivalent to a bachelor's degree from an accredited college or university with major coursework in civil engineering or a related field.
> Seven (7) years of experience in civil engineering, municipal public works maintenance, utilities, and administration. > Five (5) years management experience.
SALARY AND BENEFITS
The salary range for this position is $167,834.98 - 5203,998.58.
The City also provides an attractive benefits package that includes the following:
Retirement - The City offers a CaIPERS retirement package of 2o/o @ 55 for Classic members and 2o/o @ 62 for new members as defi ned by new PEPRA legislation.The employee pays the full employee portion for new members and six percent for Classic members.
Vacation - Sixteen (16) days (equivalent to 160 hours) per year, with a maximum accrual of 360 hours. Hours earned in excess of 360 are paid out at current rate of pay.
Sick Leave -Twelve (l2) days (equivalent to 120 hours) per year.
Holidays Thirteen (13) designated holidays (equivalent to 120 hours) plus one (1) floating holiday (equivalent to 10 hours) per calendar year.
04/08/2025 Item No.11.
Bereavement Leave - Four (4) days (equivalent to 40 hours) for the death of immediate family members.
Executive Leave - Ten ('l 0) days (equivalent to 'l 00 hours) per year.
Health lnsurance -The City contracts with CaIPERS for employee health insurance benefits.
Cafeteria Allotment - Equivalent to the second lowest cost HMO family plan rate offered by CaIPERS for Region 3 ($ 1,920 per month for 2025). Up to 5600 per month cash out of unused allotment or cash in lieu of City medical coverage.
Dental and Vision - Family coverage provided at no cost to the employee; not deducted from the cafeteria allotment.
Life and ADSD lnsurance - $25,000 policy provided at no cost to the employee; not deducted from the cafeteria allotment.
Ancillary lnsurance (i.e. accident, cancer, etc.) - Voluntary plans available through American Fidelity using cafeteria allotment and/or pre- tax payrol I deductions.
Technology Allowance - $ 1 25 per month.
Deferred Compensation - Voluntary program available through Nationwide lnsurance.
Education lncentive - Highest of the following (not cumulative):
. Associate's Degree = 5200 per month
. Bachelor's Degree = Sa00 per month
. Master's Degree = 56OO per month
l(off & Associates
A Gdl'.9ha. Conrtary
APPLICATION AND
RECRUITMENT SCHEDULE
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This position is open until filled,
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04/08/2025 Item No.11.
ATTACHMENT 5
04/08/2025 Item No.11.
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Proposal
FEB 12,2025
Public Works Director Submitted by:
MICHELE MORAWSKI
CLIENT SERVICES MANAGER
790 FRONTAGE ROAD
SUITE 213
NORTHFIELD, IL 60093
224.415.3791
[email protected]
City of Folsom, Colifornia
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04/08/2025 Item No.11.
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Cover Letter
Feb 12,2O25
MGTAllison Garcia, Human Resources Director
City of Folsom
50 Natoma Street
Folsom, CA 95630
Dear Ms. Garcia:
As the nation's leading provider of executive recruitment and selection solutions, MGT lmpact Solutions, LLC (MGT) is uniquely well qualified to partner with the City of Folsom ("City") to exceed allyour expectations on this Public Works Director recruitment.
HOW CAN WE SUPPORT YOU?
Following are the keys to our successful methodology:
o Industry Leadership: With 1,500 completed executive recruitment engagements in 45 states and a diverse range of communities, we're a proven leader in local government recruitment. Over 4ooh of our clients are repeat customers, and 94o/o rate our performance as Outstanding.
. Subject Matter Expertise: Our team includes former local government leaders, human resources experts, and industry veterans, ensuring that we understand the specific challenges and opportunities in government, education, and nonprofit sectors. We leverage our deep understanding of organizational culture and sector-specific needs to identify top-tier candidates who align with our clients' goals. . Top Talent, Guaranteed: We use advanced recruitment strategies, including social media ouireach and video interviews, to thoroughly vet candidates. Our Recruitment Brochures showcase in-depth knowledge of your community, and we conduct extensive reference checks and background searches to ensure we recommend the best fit. o True Partnership: From start to finish, we collaborate closely with you. You'll have full access to candidate resumes, and we'll offer honest assessments to ensure the perfect match. Whether evaluating internal candidates or exploring non-traditional talent, we're committed to your complete satisfaction.
. Flexible Solutions: We offer customizable recruitment services to suit any budget, from Full Executive Searches to Limited Scope and Virtual Recruitments. Our proposal outlines the service scope that best meets your needs.
Our comprehensive and tailored executive recruitment services are designed to meet the unique needs of your organization. With a proven track record, a focus on quality, and a commitment to partnership, we ensure that every step of the process is handled with expertise and care. Whether you're seeking top-tier talent, exploring non-traditional candidates, or working within a specific budget, we are here to deliver the best fit for your organization. We look forward to working with you io find the ideal candidate who will drive success and elevate your community's leadership.
MGT
CITY OF FOLSOM, CA - PUBLIC WORKS DIRECTOR PAGE 1
04/08/2025 Item No.11.
COVER LETTER
MGT CONTACT INFORMATION
MGT lmpact Solutions, LLC
MGT HEADQUARTERS 4320 West Kennedy Boulevard I Tampa, Florida 33609 FEIN: 81-0890071 | www.mgt.us
Michele Morawski, Client Services Manager
PROPOSAL CONTACT 790 Frontage Road, Suite 213 I Northfield, lL 60093 224.41 5.37 91 | mmorawski@mgt. us
The following proposal has been tailored to your specifications and provides a detailed plan of how we will partner with you to meet your objectives. Thank you for the opportunity to present our qualifications to the City of Folsom. Should you have questions on any aspect of this proposal, please contact Michele Morawski at 224.415.3791 or [email protected].
Regards,
Dyer, Vice President
Authorized to bind the firm
MGT
CITY OF FOLSOM, CA - PUBLIC WORKS DIRECTOR PAGE 2
04/08/2025 Item No.11.
-)
Firm Profile
lmpacting communities for good.
MGT brings 50 years of experience driving positive
social change and performance in education,
government, nonprofits, and critical
infrastructure/private industries through assisting
clients to strengthen their foundation, change
systematrcally, and enable resiliencies for long-
Iasting change. Since inception, MGT has
significantly grown in size and capacity - working
with state and local governments and education
partners. Today, we bring a team of over 900
professionals who offer in-depth market
knowledge and understanding so we can hit the
ground running.
MGT is a privately held, employee-owned and
financially stable limited liability company with a
deep roster of staff and a commitment to serving
the public. Our clients care about addressing the
world's most-pressing problems, and so do we.
Their "why" is our why.
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Name: MGT lmpact Solutions, LLC (MGT)
Locations: Headquarters in Tampa, FL;
branch off ices nationwide.
Gooperative Gontracts:
ASC 20-7359,24-7484
oMNrA L54612
Tt PS 220601, 220802, 2301 05
TX Share 2024-019
Structure: Privately held, employee-owned,
client-driven Limited Liability Company.
Lines of Business: Strategy and
lmplementation, Performance and
Operations, lT lnfrastructure, and Cyber
Security and Resilience for public sector
and commercial companies.
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What sets us apart is our ability to customize and offer individualized support but also the resources of a larger infrastructure to enable flexibility in impacting to-scale. Throughout our history, MGT has successfully delivered more than 30,000 projects through a thoughtful balance of balancing the "immediate" needs while changing systems to plan for future resilience and success.
Our Commitment
MGT embraces the most complex challenges on the leadership agenda, with deep commitment, agility, and local expertise to make a measurable and profound impact. Simply stated, We are impacting.communities for good.
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CITY OF FOLSOM, CA - PUBLIC WORKS DIRECTOR
projects
PAGE 3
04/08/2025 Item No.11.
FIRM PROFILE
A Social lmpact Gommitment
DEFINED BY IMPACT
Making a profound impact on society is at the heart of who we are and what we do. City of Folsom should be proud to make a difference in the lives of the citizens in your community, and we are proud to work with you toward this goal. Our team empowers organizations through innovations in people, processes, and technology to lift and strengthen your solutions.
MGT's Expertise
Our firm includes more than 900 professionals, structured into the following primary groups, along with various internal infrastructure groups to support our operations and growth.
C! Strategy & lmplementation
Working alongside an organization's C-
suite, we help leaders co-create
strategy through organ izational reviews
and data analytics to create actionable
roadmaps for success.
,6t Cyber Security & Resilienced/'
From real-time,24/7 monitoring to
proactive threat detection and rapid
incident response, we can give you the
tools to heighten your network's
security posture and keep it there.
ffi lT Infrastructure & Digital
We provide engineering expertise to
modernize lT infrastructure and ensure
your technology implementation is
properly designed, integrated,
modernized, and maintained.
H Performance & OPerations
Bridging the gap between strategy and
enduring change, we support efficient
revenue allocation, promote economic
development, and create fairness in
hirinq and contractinq svstems.
MGT
CITY OF FOLSOM, CA - PUBLIC WORKS DIRECTOR PAGE 4
04/08/2025 Item No.11.
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Our MGT Vision
To achieve our mission of being the social impact and performance leader in our industry, we are continuously improving to earn the privilege of being selected as our clients' partner of choice in the mission-critical domains we impact. By elevating education systems, managing and securing critical networks, solving complex human capital and fiscal problems, and advancing equity as a performance imperative, we can impact communities, for good through client partnership.
FIRM PROFILE
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Markets we serve:
. Higher Education
. Prek-12
. Government
. Nonprofits
. Commerciallndustries
We deliver these solutions through our "three-point stance" of technology, education, and performance offerings. With our long-term vision of creating profound social impact through client performance, we seek out the "best of the best" to join us in our work supporting clients' top priorities.
PEOPLE PURPOSE PERFORMANCE
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CITY OF FOLSOM, CA - PUBLIC WORKS DIRECTOR PAGE 5
04/08/2025 Item No.11.
FIRM PROFILE
MGT's Differentiator: Full Suite of Services
Cyber & Network Solutions
Our Cyber Security and Network Security
Solutions team offers a deep technical
engineering bench of seasoned, certified experts,
working in the "security trenches" in complex lT
environments. For the Managed Detection and
Response (MDR) solution, our Security Operations
Center (SOC) doesn't sleep so our clients can. Our
flagship, best-in-class managed firewall services
are unparalleled. We detect, respond, and recover
from cyber incidents proactively and harden our
clients' security posture.
Human Capital Solutions
Our experts are former local government and
school leaders who understand the challenges
facing today's public sector organizations. We
offer consulting, recruiting, and staffing solutions
that include a full suite of human resources and
management studies; executive recruitment
services; and interim, managed, and outsourced
staffing options. Our experts can assess your
organizational culture, permanent and temporary
staffing needs, and evaluate your systems and
structures, all to maximize efficiency and
effectiveness.
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100 in-house certified engineers
24x7 NOC and SOC
Education Solutions
We create recommendations for our educational
clients that are reliable, actionable, and based on
proven research and a thorough understanding of
each district or system's program needs and long-
term goals. Our team is led by former state
education commissioners, district
superintendents, school board members,
principals, and teachers. Our partnerships have
allowed clients to reinvest hundreds of millions of
dollars back into the classroom.
!:. 50 million students served
::' 38 state D0Es as clients
Diversity, Equity, & lnclusion (DEl)
Solutions
We help public sector clients address issues and
challenges related to policies and practices which
adversely impact DEl. We are one of the largest
providers of disparity studies and other DEI
solutions designed to increase equitable and
inclusive organizational outcomes.
f . 1,725+ interim employees placed
!!i. 1,500+ executive recruitments
:' 500+ consulting studies
ln 48 states!
Financial Solutions
Public agencies face increasing pressure to
improve effectiveness and efficiency, while
operating in a transparent and sustainable
manner. We partner with government
organizations, school districts, higher education
institutions, and not-for-profits to help them
achieve long-term success.
. 50+ years of trusted relationships
Proprietary software
Public Affairs Solutions
Our team of former nationwide leaders in policy
development and education leadership partner
with our clients to provide business advisory and
public opinion architecture solutions which lift up
and evolve education ecosystems and impacts
public policy programs.
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i. DEI assessments & training
Equity Audits
i:. Global clientele
!i:' Staff are former policy makers
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CITY OF FOLSOM, CA - PUBLIC WORKS DIRECTOR PAGE 6
04/08/2025 Item No.11.
-,
Scope of Work
Project Approach & Methodology
Atypical recruitment and selection processtakes approximately 175 hoursto conduct. At least 50 hours of this time is administrative, including advertisement placement, reference interviews, and due diligence on candidates. We believe our experience and ability to professionally administer your recruitment will provide you with a diverse pool of highly qualified candidates for your position search.
Our clients are informed of the progress of their recruitment throughout the entire process. We are always available by mobile phone or email should you have a question or need information about the recruitment.
PHASE 1 - POSITION ASSESSMENT, POSITION ANNOUNCEMENT, &
BROCHURE
MGT treats each executive recruitment as a transparent partnership with our client. We believe in engaging with stakeholders early in each recruitment process to fully understand the challenges and opportunities inherent in the position. Understanding the organizational culture is criticalto successful recruitment. We gain this insight and information through meetings (one on one and in small groups), surveys, and a review of relevant information. This information is reflected in a polished marketing piece that showcases the organization and the area it serves.
INFORMATION GATHERING
. One-on-one or group interviews with stakeholders identified by the Client. . Community forums (in-person or via video) can be used to gather input and feedback. . Surveys can be used for department personnel and/or the community to gather feedback. . Conversations/interviewswithdepartment heads.
A combination of the items listed above can be used to fully understand community and organizational needs and expectations for the position (this proposal includes 12 hours of meetings - additional meetings can be added for a fee of $195/hour plus actual expenses if incurred). One organizational survey is included. A Community Survey can be conducted for 52,500. Community Forums are conducted as an optional service.
Development of a POSITION ANNOUNCEMENT to be placed on websites and social media.
Development of a thorough RECRUITMENT BROCHURE for Client review and approval.
Agreement on a detailed RECRUITMENT TIMETABLE - a typical recruitment takes between 90 to 120 days from the time you sign the contract to the appointment of the finalist candidate.
MGT
CITY OF FOLSOM, CA - PUBLIC WORKS DIRECTOR PAGE 7
04/08/2025 Item No.11.
SCOPE OF WORK
PHASE 2 - ADVERTISING, CANDIDATE RECRUITMENT, & OUTREACH We make extensive use of social media as well as traditional outreach methods to ensure a diverse and highly qualified pool of candidates. Our website is well known in the local government industry - we typically have 17,000+ visits monthly to our website and career center. Additionally, our weekly jobs listings are sent to over 8,000 subscribers.
Phase 2 will include the following:
. MGT consultants will personally identify and contact potential candidates. . Develop a database of potential candidates from across the country unique to the position and to the Client, focusing on:
Leadership and management skills.
Size of organization.
Experience in addressing challenges and opportunities also outlined in Phase 1.
The database will range from several hundred to thousands of names. An email campaign will be sent to each potential candidate.
. Placement of the Position Announcement:
Public sector online Career Centers.
Social media: Linkedln (posted on MGT Executives Linkedln news feeds to reach over 50,000 connections), Facebook, and lnstagram.
MGT will provide the Client with a list of advertising options for approval.
PHASE 3 . CANDIDATE EVALUATION & SCREENING
Phase 3 will include the following steps:
. Review and evaluation of candidates' credentials with consideration to the criteria outlined in the Recruitment Brochure.
. Candidates will be narrowed down to those that meet the qualification criteria. . Candidate evaluation process:
Completion of a questionnaire explaining prior work experience.
Live Video lnterview (45 minutes to t hour) conducted by consultant with each candidate selected for further consideration.
References provided by the candidate are contacted.
lnternet/Social Media search conducted on each candidate selected for further consideration.
All r6sum6s will be acknowledged and inquiries from candidates will be personally handled by MGT, ensuring the Client's process is professional and well regarded by allwho participate.
MGT
CITY OF FOLSOM, CA - PUBLIC WORKS DIRECTOR PAGE 8
04/08/2025 Item No.11.
SCOPE OF WORK
PHASE 4 - PRESENTATION OF RECOMMENDED CANDIDATES
Phase 4 will include the following steps:
. MGT will prepare a Recruitment Report presenting the credentials of those candidates most qualified for the position.
. MGT will provide an electronic recruitment portfolio which contains the candidates' materials along with a "mini" r6sum6 for each candidate so that credentials are presented in a uniform way.
. The Client will receive a log of all applicants and may review r6sum6s if requested. . Report will arrive in advance of the Recruitment Report Presentation.
MGT will meet with the Client to review the recruitment report and provide additional information on the candidates.
PHASE 5 - INTERVIEWING PROCESS & BACKGROUND SCREENING
Phase 5 will include MGT completing the following steps:
. Develop the first and second round interview questions for Client review and comment. . Coordinate candidate travel and accommodations.
. Provide Client with an electronic file that includes:
Candidates' credentials.
Set of questions with room for interviewers to make notes.
Evaluation sheets to assist interviewers in assessing the candidate's skills and abilities.
Background screening will be conducted along with additional references contacted:
MGT BACKGROUND SCREENING
./ Social Security Trace & Verification
./ US Federal CriminalSearch
./ Enhanced Verified National Criminal
National Sex Offender Registry
Most Wanted Lists: Federal Bureau of
lnvestigation (FBl), Drug Enforcement
Agency (DEA), Bureau of Alcohol,
Tobacco, Firearms and Explosives (ATF),
lnterpol
Office of Foreign Assets Control (OFAC)
Terrorist Database Search
Office of the lnspector General (OlG),
General Services Administration (GSA),
System for Award Management (SAM),
Food and Drug Administration (FDA)
All felonies and misdemeanors reported
to the National Database
,/ County/Statewide Criminal
./ Civil Search
,/ Bankruptcy, Leans, and Judgements
./ Motor Vehicle Record
./ Education Verification - All Degrees Earned
Optional: Credit Report - Transunion with score
(based on position and state laws)
Optional:
Prof essional License Verification
Drug Screen
Employment Verification
MGT
CITY OF FOLSOM, CA - PUBLIC WORKS DIRECTOR PAGE 9
04/08/2025 Item No.11.
SCOPE OF WORK
MGT will work with you to develop an interview schedule for the candidates and coordinate travel and accommodation. MGT consultants will be present for allthe interviews, serving as a resource and facilitator.
MGT will coordinate a 2-Step lnterview process. The first-round interviews will include four to five candidates. The second-round interviews will include two or three candidates. MGT will supply interview questions and an evaluation form.
ln addition to a structured interview, the schedule can incorporate . Tour of Client facilities.
o lnterviews with senior staff.
PHASE 6 - APPOINTMENT OF CANDIDATE
MGT will assist you as much as requested with the salary and benefit negotiations and drafting of an employment agreement, if appropriate.
MGT will notify all applicants of the final appointment, providing professional background information on the successful candidate.
Project Timeline
Based on our experience in conducting similar projects, we anticipate the proposed project can be completed within 14 weeks of project initiation as illustrated in Exhibit 1. a
a
WORK PLAN TASKS
Phase 1: lnterviews & Brochure
Development
Phase 2: Advertising, Candidate
Recruitment, & Outreach
Phase 3: Candidate Evaluation &
Background Screening
Phase 4: Presentation of
Recommended Candidates
Phase 5: lnterview Process &
Additional Background
Screening
Phase 6:Appointment of
Candidate
Exhibit 1. Proposed Schedu/e
WEEK
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MGT
CITY OF FOLSOM, CA _ PUBLIC WORKS DIRECTOR PAGE 1O
04/08/2025 Item No.11.
SCOPE OF WORK
Full Scope Recruitment Price
Summary of Costs
Recruitment Fee
Price
$26,500
Recruitment Expenses (not to exceed)
Expenses include candidate due diligence efforts
Advertising
*Advertising costs oyer $2,000 will be placed only with client approval. /f /ess than 52,000, c/ient is only billed for actual cost.
TOTAL:
s1,500
S2,ooo*
$3o,ooo**
**Consultant travelexpenses are not included in the price proposal. lf the consu/tant is requested to travel to the client, trayel cosfs will be estlmated at time of request Only actual expenses will be billed to the client for reimbursement.
Possible in-person meetings could include:
o Recruitment brochure interview process
o Presentation of recommended candidates
. lnterview Process
Any additional consultant visits requested by the client (beyond the three visits listed above) will be billed at $1gs/hour. The additional visits may also result in an increase in the travel expenses billed.
*This fee does not include travel and accommodation for candidates interviewed.
Payment for Fees & Services
. 1st lnvoice: Contract Award (4Oo/" of the Recruitment Fee). . 2nd lnvoice: Presentation of Candidates (407" of the Recruitment Fee & expenses incurred to date).
. Final lnvoice: Completion of Recruitment (20% of the Recruitment Fee plus all remaining expenses).
Payment of invoices is due within 30 days of receipt.
MGT
CITY OF FOLSOM, CA - PUBLIC WORKS DIRECTOR PAGE 1 1
04/08/2025 Item No.11.
SCOPE OF WORK
Our Guarantee - Full Scope Recruitment
MGT is committed to assisting our clients in the selection and appointment of a suitable candidate. ln today's competitive hiring market, it is critical to move expeditiously to interview candidates and make key hiring decisions; failure to do so may result in the loss of desirable candidates. lf the client has not responded to multiple requests for decisions and/or guidance within six weeks of candidates being presented for interview or following finalist interviews, MGT may choose to cancel the contract and bill the client for work completed to date.
It is MGT's goal to provide the client with well-qualified candidates for their hiring needs. lf the client rejects the list of qualified candidates and/or fails to negotiate in good faith and come to terms for hiring a candidate and instead chooses to readvertise the opportunity, MGT reserves the right to charge additional consulting fees commensurate with the additional work requested.
Upon appointment of a candidate, MGT provides the following guarantee: should the selected and appointed candidate, at the request of the City or the employee's own determination, leave the employ of the City within the first 12 months of appointment, we will, if desired, conduct one additional recruitment for the cost of expenses and announcements. Reimbursable expenses may be incurred should the recruitment process require the consultant to travel to the City. To engage in this guarantee, the request must be made within six months of the employee's departure.
MGT
CITY OF FOLSOM, CA - PUBLIC WORKS DIRECTOR PAGE 12
04/08/2025 Item No.11.
Areas of Expeilise
. Local Government
Management
. Non-Profit Management
. Recruitment and
Organizational Analysis
. PerformanceEvaluations
. Classification and
Compensation Studies
. Community and Economic
Development
. Public Works Administration
. Strategic Planning and Fiscal
Management
. Solid Waste Management
. CommunityAssociation
Governance
Education
. M.P.A.,Organizational
Communications, Murray State
University
. 8.S., Business Administration,
Management, Murray State
University
Sarah McKee
Senior Consultant
Sarah McKee is a seasoned professional with over 25 years of experience in local government and non-profit management. As a Senior Consultant at MGT, she has led recruitment efforts and organizational analyses across 23 states, specializing in performance evaluations and classification and compensation studies. Her tenure in city management roles in Johnstown, OH, and Rolling Meadows, lL, highlights her strategic leadership, including successful community growth initiatives, comprehensive planning, and fiscal management during economic downturns.
Ms. McKee's extensive public works experience includes innovative cost-saving measures, such as the establishment of Kentucky's first biosolids waste composting facility. Her international expertise through the ICMA's program includes developing Bulgaria's solid waste management program and contributing to Lebanon's
economic development plan. She also served as the Executive Director of the lssaquah Highlands Community Association, managing a large-scale urban village and enhancing community services and infrastructure.
Memberships & Afftliations
lnternational City/County Managers Association's (ICMA), Coach lllinois Government Finance Offtcers Association
lndiana Municipal Managers Association
lllinois City/County Management Association
Professional Experience
Executive Director, lssaquah Highlands Community Association, 2011-2014
City of Rolling Meadows, City Manager,2008-2011
Village of Johnstown, Village Manager, 2003-2008
City of Paducah, Public Works Director, '1999-2003; Solid Waste Superintendent/Fleet Superintendent, 1 994-1 999
MGT
04/08/2025 Item No.11.
Areas of Expertise
. ExecutiveRecruitment
o Strategic Planning
. Civic Engagement
. Community Visioning
. Community Engagement
. Staff Mentoring Programs
. StakeholderEngagement
. Park Expansions and
Greenspace Preservation
. Workforce Training lnitiatives
. Municipal Management
Education
. Master of Public
Administration, University of
Kansas
. Bachelor of Arts, lnternational
Relations, Pomona College
Training & Instruction
. lnstructor, lnternational City
and County Management
Association (ICMA), Emerging
Leaders Development Program
and Mid-Career lnstitute
. Presenter and Speaker for
ICMA, MCMA, and State
Association and Affi liate
Groups
Charlene Stevens
Vice President
Charlene Stevens brings over 20 years of municipal management expertise to her role as Vice President at MGT. With a distinguished career that spans rural, suburban, and urban settings across Minnesota, Kansas, and Pennsylvania, Charlene has led more than 80 executive recruitments nationwide. Her experience includes significant roles in civic engagement, community visioning, workforce development, and downtown revitalization. Charlene is known for her professionalism and commitment to public service.
She has held numerous leadership positions throughout her career and across the country. A dedicated mentor and advocate for inclusive environments, she excels in stakeholder engagement and has successfully managed projects involving park expansions, greenspace preservation, and workforce training initiatives.
Charlene leads MGT's Recruitment Services and directly conducts recruitments and general consulting services. She is a frequent speaker at state and national conferences.
Memberships & Affi liations
lnternational City/County Manager Association (ICMA), Current Member, Past RegionalVice President, Past Committee and Task Force Chair
Minnesota City/County Managers Association (MCMA), Current Member
League of Minnesota Cities, Past Board Member
Coalition of Greater Minnesota Cities, Past Board Member Women in Public Service Wichita/Sedgwick County, Kansas, Founding Member
Professional Experience
Cottage Grove, MN, City Administrator, 2015-2018
Willmar, MN, City Administrator, 2011 -201 5
Sedgwick County, KS, Assistant County Manager, 2006-2011 Lower Gwynedd, PA, Assistant Township Manager, 1999-2006 Buckingham, PA, Assistant Township Manager, 1997-1999
City of Wichita, KS, Neighborhood Assistant, 1995-1996
MGT
04/08/2025 Item No.11.
MGT
Public Works Glient List
Position TitleSfafe Client Year Population
Alabama
Arkansas
Colorado
Delaware
Florida
lllinois
Decatur
Bella Vista
Commerce City
Fort Collins
San Miguel County
Kent County
Apopka
Largo
Orlando
Barrington
Bensenville
Brookfield
Burr Ridge
Cary
Charleston
Cherry Valley
Clinton
Crest Hill
Crest Hill
Landfi lllRecyclin g Director (Professional
Outreach)
Assistant Street Superintendent
(Professional Outreach)
Director of Public Works
Senior Specialist, Floodplain Management
(Professional Outreach)
Director of Road and Bridge Department
Total
Director of Public Works
Public Services Deputy Director
Director of Public Works
Public Works Director
Director of Public Works
Director of Public Works
Director of Public Works
Director of Public Works/Village Engineer
Director of Public Works and Engineering
Assistant Public Works Director
(Professional Outreach)
Director of Public Works
Assistant Director of Public Works
(Professional 0utreach)
Director of Public Works (Virtual)
Director of Public Works (Professional
Outreach)
Director of Public Works (Professional
Outreach)
Director of Public Works
Director of Public Works
Director of Public Services
Engineering (2)
Sr. Engineer Public Works Operations
Street Supervisor
Water Operations Engineer
Director of Public Works
Engineering Division Manager
Superintendent of Streets and Sanitation
Director of Public Works
Public Works Director (Virtual)
Director of Public Works (Professional
Outreach)
Public Works
Public Works Director
Assistant Director of Public Works
Public Works Director/Village Engineer
Assistant Director of Public Works/Village
Engineer
Public Works Director
Director of Public Works
2019
2022
201 I
2023
2Q24
2024
2018
2022
2022
2010
2017
201 5
2023
2023
2012
2023
2018
187,954
55,496
82,244
307,573
10,455
20,703
19,500
10,700
17,840
54,844
29,475
53,969
165,080
20,141
3,081
6,982
21,169
76,178
44,862
3,182
108,000
108,000
108,000
108,000
108,000
75,000
75,000
75,000
25,000
25,000
33,706
27,000
8,900
47,475
20,831
31,207
38,510
31,365
2024 21,169
Decatur
DeKalb
East Dundee
Elgin
Elgin
Elgin
Elgin
Elgin
Evanston
Evanston
Evanston
Freeport
Freeport
2017
201 5
2017
2013
2014
2014
2010
2014
2009
2012
2011
2020
2017
Galesburg
Glen Ellyn
Glencoe
Glenview
Grayslake
Gurnee
Hanover Park
Highland Park
2023
2011
2023
2016
2024
2018
2014
2012
04/08/2025 Item No.11.
Hinsdale
Kane County
Kane County
Kenilworth
La Grange
Lake Bluff
Lake County
Lake County
Lincolnwood
Lincolnwood
Litchfield
Moline
Morton Grove
Niles
Norridge
Northbrook
Oak Brook
Olympia Fields
Olympia Fields
Oregon
Park Forest
Peoria
Plainfield
River Forest
Schaumburg
South Holland
Tinley Park
Vernon Hills
Villa Park
Wauconda
West Chicago
West Dundee
Westmont
Wheeling
Winnetka
Winnetka
Munster
Munster
Dubuque
Sioux City
Brookline
Battle Creek
Berrien County Road Commission
Ferndale
Oakland County
Rochester
Sault Ste. Marie
Blaine
Blaine
Public Services Director
Construction Resident Engineer (Virtual)
Project Manager/Traffi c Safety Engi neer
(Virtual)
Director of Public Works (Virtual)
Director of Public Works
Village Engineer
Director of Public Works
Director of Public Works
Director of Public Works
Director of Public Works
Streets Superintendent (Professional
Outreach)
Director of Public Works
Director of Public Works
Director of Public Works
Director of Public Works (Virtual)
Village Engineer
Director of Public Works
Director of Public Works (Professional
Outreach)
Public Works Direclor (Professional
Outreach)
Public Works Director (Professional
Outreach)
Director of Public Works
Public Works
Director of Public Works
Director of Public Works
Director of Engineering & Public Works
Public Works Director
Director of Public Works
Director of Public Works/Engineer
Director of Public Works (Virtual)
Public Works Director
Public Works Director
Director of Public Works
Public Works Director
Public Works Director
Direclor of Public Works (Limited)
Public Works Director
Director of Public Works
Director of Public Works
lndustrial Pretreatment Coordinator
(Professional Outreach)
City Engineer
Public Works Commissioner
Public Works Director
Managing Director
Director of Public Works
Director of Public Service
Director of Public Works
Director of Public Works (Virtual)
Assistant Director of Public Works
Deputy Director of Public Works
2014
2020
2020
2017
2021
2015
2016
2023
2016
2023
2017
2021
2023
2024
2024
201 5
201 5
17,631
534,667
534,667
2,562
1 5,610
5,698
703,462
703,462
12,590
12,590
6,877
43,100
23,500
30,001
15,251
35,000
8,058
2022 4,821
2024 4,821
lndiana
lowa
Massachusetts
Michigan
2022
201 3
2013
2022
2014
2013
2020
2015
2022
2019
2021
2021
2014
2022
2020
2023
2020
2014
2016
3,660
21,975
115,234
41,734
1'1,635
75,000
22,030
56,83',I
25,911
22,038
14,125
27,221
8,000
24,767
38,878
12,417
12,417
23,603
23,603
59,700
83,000
58,732
52,721
156,941
20,428
1,251,000
13,017
13,631
67,939
67,939
2023
2013
2020
2022
2012
2021
2021
2021
2019
2021
2023
Minnesota
04/08/2025 Item No.11.
Missouri
North Carolina
Ohio
Pennsylvania
South Carolina
Tennessee
Toronto
Virginia
Wisconsin
Blaine
Burnsville
Vadnais Heights
Woodbury
University City
Fayetteville
Fayetteville
Fayetteville
Fayetteville
Fayetteville
Fayetteville
Holly Springs
Cleveland Heights
Lancaster
Fountain lnn
Germantown
Recycle Coach
Roanoke
Virginia Beach
Bellevue
Beloit (City)
Burlington
Burlington
Burlington
Cottage Grove
Cottage Grove
Fontana-on-Geneva Lake
Franklin
Grand Chute
Lisbon
Oak Creek
Oak Creek
Oshkosh
Portage
Ripon
Sister Bay
Waukesha
Wausau
Wauwatosa
Wauwatosa
Director of Public Works
Public Works Director
Public Works Director/City Engineer
(Professional Outreach)
Public Works Director
Director of Public Works
Assistant Public Services Director -
Transportation (Professional Outreach)
Capital Projects Program Manager (Limited)
Director of Public Services
Fleet Manager
Solid Waste Manager (Professional
Outreach)
Street and RoW lnfrastructure Maintenance
Manager (Professional Outreach)
Director of Public Works
Assistant Director of Public Works
Director of Public Works
Director of Public Works
Director of Public Works
Customer Success Manager - Midwest
(Professional Outreach)
Director of Public Works
Director of Public Works
Director of Public Works (Virtual)
Director of Public Works
Director of Public Works
Director of Public Works
Director of Public Works
Deputy Director of Public Works & Utilities
(Professional Outreach)
Public Works and Utilities Director (Virtual)
Director of Public Works
City Engineer/Director of Public Works
Director of Public Works
Public Works Director (Virtual)
Design Engineer (Professional Outreach)
Neighborhood Preservation Officer (Virtual)
Director of Public Works
Director of Public Works (Professional
Outreach)
Assistant Director of Public Works
(Professional Outreach)
Director of Public Works (Professional
Outreach)
Director of Public Works
Public Works Director
Director of Public Works
Public Works
2022
2023
2023
2018
2022
2023
2023
201 8
2022
67,939
60,000
13,080
70,559
35,172
210,000
210,000
210,000
210,000
210,000
42,000
46,238
61,564
13,864
41,333
2023 210,000
2023
2021
2019
2019
2024
2024
2024
2023
2020
2021
2017
2012
201 5
2024
2022
2023
2012
2014
201 8
2024
2019
2021
201 5
2020
2023
2014
2016
201 0
Multi
100,220
442,707
't5,524
36,966
10,511
10,511
10,5'11
9,740
9,740
8,000
36,155
22,000
10,734
35,243
35,243
66,700
2021 10,500
2023 7,833
6,500
71,158
39,160
4-/,000
47,000
04/08/2025 Item No.11.
Let us know how we
can assist you.
Reach out to us today by contacting Michele Morawski,
al 224.41 5.37 91 or mmorawski@mgt. us.
04/08/2025 Item No.11.
-!
PUBLIC WORKS DIRECTOR
MGT
Germantown, T n nessee
04/08/2025 Item No.11.
Germantown, Tennessee
Public Works Director
ABOUT GERMANTOWN:
Germantown, where tradition meets innovation and Southern charm defines our community. Whether you're a long-time resident or new to the area, you will share a sense of pride in the community.
With a population of 41,333 and a medium household income of $140,429, Germantown is a thriving city that blends graciousness with forward-thinking vision. lts exceptional offerings include award winning schools, top notch public safety services and a cultural- hub- the Germantown Performing Arts Center. Dining, retail, parks and recreation - Germantown has it all. lts culinary scene caters to every palate, and parks are where the community comes together for relaxation.
2Page 233
04/08/2025 Item No.11.
Germantown, Tennessee . Public Works Director
OUR COMMUNITY VALUES:
. A culture of excellence and kindness
. Community strength, health and sustainability
. Excellence in education
. lnnovation, creativity and continuous improvement
. Lifestyle opportunities as part of the fabric of everyday life . Local and regional partnerships
. Modern and reliable public infrastructure
. Natural and designed beauty and strategic growth
Germantown has one of the best school systems in Tennessee and is a point of pride in the community. The Germantown Municipal School District ensures that education excels, celebrating diversity and providing a welcoming environment for every child.
Safety is paramount in Germantown, with first responders ensuring a secure environment and a cardiac arrest survival rate four times higher than the national average. Germantown also has one of the lowest crime rates in Tennessee for communities its size.
Excellence is not just a goal; it's a way of life in Germantown. lt's a vibrant community, where every day is an opportunity to connect, thrive and experience the best of Southern living.
As part of the Memphis metropolitan area Germantown is an easy 30- minute drive to professional sports teams including the NBA Memphis Grizzlies and the Memphis Red Birds (St Louis Cardinals AAA team) and Elvis Presley's Graceland and the rhythm and blues of Beale Street.
3Page 234
04/08/2025 Item No.11.
Germantown,Tennessee . Public Works Director
THE ORGANIZATION:
The City of Germantown values employees and realizes that they are the ones that bring the City's motto of "Excellence, Every Day" to life. lt's an exciting time to work for the city. The City's government is recognized for its professionalism and innovative service delivery. Germantown has received the Malcolm Baldrige Award by the U.S. Department of Commerce;this achievement distinguishes Germantown as a world class community.
This position touches two of Germantown's four Ps and makes all four Ps possible- Public Schools, Public Safety, Public lnfrastructure & Parks.
THE POSITION:
This is a critical leadership role responsible for overseeing the efficient and effective delivery of essential public services, with a direct impact on the quality of life for the residence. The Public Works Director reports to the Assistant City Administrator who reports to the City Administrator. The Director of Public Works plays a critical role in the planning and development process for three of the Germantown 2035 key performance areas: Land Use and Transportation, Natural Resources and Quality of Life.
GERMANTOWN ORGANIZATION CHART
Board ol Mayor and
Aldermen
city Administ.atorCity Clerk Administration
coondnstor
Publlc work6
Depuly Cily
Adnrinistrator
City Attorney
Hunlan
Rescutc6E
Genersl
sGrulEss
Police Chiel
aJrspatch, lrvesli!Jalions.
& tral.ol
Assistani Ci(y
Administrator
Chict cornnruIic&tions
Omcer
[]omntinrc:rlions
Bldget & Finarrcial
Soruices Directiot
Fire chiol
Fire/EMS
EnglnecringPfocur€menl
& Rlsh
Parls &
Recr€atlon
Lltsion
GHCC
MsiD Library
&TN Gen
(Coil!act)
4Page 235
04/08/2025 Item No.11.
Germanlown, Tennessee ' Public Works Director
KEY RESPONSIBILITIES:
. Oversee a department with an annual budget of $27 million and a staff of 59 dedicated employees.
. Direct and manage the construction, maintenance, and repair of city streets and storm drains.
. Administer the city's solid waste contract, ensuring effective and environmentally responsible waste management.
. Oversee the maintenance and operation of the city's water and sanitary sewer collection system, including two twelve million gallons per day water treatment plants. . Ensure the smooth operation of the city's animal control services, maintaining high standards of public health and safety.
. Provide strategic leadership and direction to the Public Works Department, fostering a culture of excellence and accountability
. Collaborate with the Assistant City Administrator and other city officials to develop and implement policies and procedures that enhance public services. . Ensure compliance with all federal, state, and local regulations related to public works and envi ronmental services.
5Page 236
04/08/2025 Item No.11.
Germantown, Tennessee . Public Works Director
QUALIFICATIONS:
. Bachelor's degree in Engineering, Environmental Science, or a related field. . A minimum of 7 years of experience in environmental services, public works, or a closely related field, with at least 3 years in a managerial role. . Proven ability to manage large budgets and lead a diverse team. . Strong knowledge of public infrastructure, water and sewer systems, solid waste management, and environmental regulations.
. Exceptional communication and leadership skills, with the ability to effectively interact with city officials, staf{, and the public.
. Professional Engineer (PE) license preferred
IDEAL CANDIDATE:
. Knowledge of the fundamental principles and accepted practices of engineering; modern methods and techniques of civil engineering as applied to the design, construction, and maintenance of municipal infrastructure and utilities . Experience in the operation of water and sewer utilities . Strong communication, team collaboration, and customer service skills . Experience working in a high performing organization
COMPENSATION:
The salary range for this position is $131,277 to 1 54,398. ln addition, the City of Germantown offers a competitive benefits package.
HOW TO APPLY:
Apply by September 27,2024, with a resume, cover letter, and contact information for (5) professional references to the attention of: W. Lane Bailey, MGT Executive Recruiter; MGT Tel 847-380 -3240 ext. 1 40.
The City of Germantown is an Equal Opportunity Employer
04/08/2025 Item No.11.
ATTACHMENT 6
04/08/2025 Item No.11.
=WNsHTNEz}if{NTERPRTSE
usA
J Enall
lofo@!eu-u5a,com
I Phone
407-636-2982
': 'Addrego
500 vtrtnderley Pl., 5r ?l 6,
Maifland, FL 32751
4 REQUEST FOR PROPOSALS
FOR
EXECUTIVE SEARCH FIRM SERVICES
FOR
M
AT 5:00 PM PST
PRESIDENTF\
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04/08/2025 Item No.11.
=tiii*rHrNEi\/1.rc"tt"PRrsc usA
REQIrEST FOR PROPOSALS
EXECUTTVE SEARCH FIRM SERVICES
CITY OF FOLSOM
FEBRUARY 12,2025
1. FIRM OVERVIEW AND EXPERIENCE
Sunshine Enterprise USA LLC specializes in executive search and placement services tailored to meet the unique needs of various industries. Their approach emphasizes delivering efficient and cost-effective solutions, ensuring clients receive the best candidates for their leadership requirements.
Key Services:
. Tailored Executive Search Solutions: Providing pennanent and direct hire placeurents customized to client needs.
o Comprehensive Recruitment Process: Utilizing aggressive networking, targeted advertisfurg, and thorough background checks to ensrre a diverse aud qualified candidate pool. . Adaptability and Collaboration: Maintaining a sfucnued yet flexible search process, with regular meetings and progress reports to address client challenges aud qualifications for futrue hires.
. Commitment to Quality: Ensuring high-quality sewices througlr clear communicatiott, responsiveness, and collaboration, building strong and lasting client relationships.
These services att designed to align with clients' history, leadership patterns, and funue challenges, providing a seamless and efficient executive recruitnent process.
A. gRFflF DESf:Rf PT-If-)N OF THE FIRF{
Sunshine Enterprise USA, forurded in 2017, is a national fimr recognized for its comprehensive executive search, consultancy, staffurg, and temporary placement
Headquarters in Maitland, Florida, we are equipped with the expertise and resoruces to support the City of Folsom iu providing executive search finn services for the next Publlc Wolks Director'.
With global reach, Sunshine Entetprise USA operates
across the US. inclnding key locations in Florida,
Califomia. and corurties like Volusia, Tampa. Gainesville, Broward, and Orange. Oru teun of 250 dedicated full-time staffmembers, predominantlywomen, brings a diverse and
experienced worldorce to serve both private and public
entities.
service solutions aqoss various industries.
J
l'' i.:
"..
,i Email
[email protected]
,Phone
407-636-2982
Address
5oo wlnderley Pl.,5t 2lI,
Matrland, rL 32751
04/08/2025 Item No.11.
i SUNSHINE' ' eNrf;Rpntsg usA
7 1I:.\RS r\nt'sr.\li-ss $OP( ""11,,){!'}1u" 25O s t.-\l l: trl[.\ll]tlls Rt:(;t( )N_'\1.(rrl'lC[: Dt-'8.{l PRI\"{ ni 5\1,I'L'RLI(: E\l IT ILS Company Size and Ot'ganization:
. Srurshiue Enterpdse USA cuuently ernploys 30 staff members. A partial listing of staff for assigunent to assist tlre Client is included under "Project Team." We are a 90Yo woman-owned company.
. No other fimr is intended to be party to this proposal or ftllfillnent of the contract when approved. . The primary contacts for City of Folsont will be Sam Faragalla, MA, SHRN{-SCB and Rania Hauna. Sam Faragalla. with over 2l years of recruitnent and executive search experience. will be the prinrary ou-site nmlmger.
Sunshine Enterprise USA is well known for oul strategic process. partnering methodology witlt our clients. thorough screemug and backgrourd checkurg, ability to tailor our consultiug and executive searcltes to the specific and uique needs of oru clients. and our conuniturent to achieving resnlts. We will work on a searclt until it is coniplete. regardless of the time and effort tequired. + Although prirnarily known as a leading recmiting finn. Srutshine Entetprise USA also provides other general and specialty mailagelneut consulting services. ittclttdittg rlanagement audits. organizational cleveloprnent. public safety, stmtegic platniug. assessment centers. leadership development tlaining. perfonnance ilmnagenlent. executive coaching. diversity training. and lnunan lesources uranageurent. + We lmve placed direct hire and penuanent placements for vadous Cotutties. School Boarcls.
City Council covering broad positions fi'ortt different industries. including Teachers.
Healthcare professionals such as Executives. Dircctors. Managers. Cttstomer Seruices Representatives. IT professionals, hoject Eugineers/\4anagers. Accoruttants. Billiug Specialists. Financial Arralysts. etc.. for urajor employers such as Tampa Intentational Airporr. Pinellas Suncoast Authorities (PSTA). C'lemson University. Gainesville Police Depafiment. and the Middlesex Cotpomtion.
+ StushLre Enterprise USA consultants have bnilt long-temr relationships witlt our clients. conducting multiple searches for urany of them. Oru declication to client satisfaction and oru strategic approach lo staffaugureutation and rccnritment lmve lnade us a trustecl partner in aclfevfurg their staffmg goals.
As previously noted. we have conductecl about 690 successful executive sestch consulting ellgagelnents covering broad range of posirions including many positions ilt pdvate ageltcies and public sectors. * LYNX -Executive Search and Recnriting Seruices for Central Florida Regiorml Transportatiott Authodry d.b.a. LYNX
&:i Hr-\l)er,.\Rrlrl: t\I1-rTnn:._. s.r,\Ttn
1r--
Email
ll1foa4i5eu- usa.cont
Phone
4A7-636-2982
Address
500 winderley Pl., 51 218,
Maitland, FL 32751
04/08/2025 Item No.11.
!*F.H!-t{H
{. Tampa Intemational Airport - IT Support Specialists, Credential Support Specialist, HR Operation Support and more as needed.
*l The Middlesex Corporation - Construction, Marine, Asphalt and Utilities. ($350lWYear) - Accountants, Controllers, Engineers, Foremen and Superintendents, etc. {' Clemson University -Recruiting and Executive Search
tl Cal Optima- Executive Search and Recruiting services for various number of positions.
Long-term Relationships: Sunshine Enterprise USA consultants have built long-term relationships with our clients, conducting multiple searches for many of them. Our dedication to client satisfaction and our strategic approach executive search, consulting and recruitment services have made us a trusted partner in achieving their staffing goals.
TEST|NG, RECRU ITM ENT & SEIECTIONORGANIZATIONAT STRATEGY o Job AnalysisWorkforce & Succession Planninga
I DeveloplDeliver Assessment Center
Services
r Organizational Assessment, Redesign and
Re-Engineering
. ExecutiveSearchr Performance Management
Test DevelopmentrIr Employee Engagement
I Test Administration*r Change Management
* (for employment and licensi ng
certification)c Complaint lnvestigations & HR Outsourcing
TRAINING AND DEVELOPMENTCTASSIFICATION AND COMPENSATION r Trainingr Classification
Coachinga. Compensation
I Accelerated Leader36O"Assessment"
r Leadership Development
CONSUTTING SERVICES
--.1 Email
info@seu-s9a"com
_l Phone
407-636-2982
I Address
500 Winderley Pl., 5t 218,
Maitland, FL 32751
04/08/2025 Item No.11.
R t-('ttl' 1 1' I f( G 1{ ,,t' I'l.-RLll,1 .\ \n 5t -{ ('}.SSFI'1. Pl.rt,'Lllli N I's Recruiting materials including arurouncements, ad copylplacements, networking and invitatiou letters, research liqlings ald e-mail contact lists, position profile. recruitrnent brochure, supplemental candidate questionnaires. evaluatiorlscreening sheets, resrune srunmary uraterials(minis), evaluation/reference reports etc are usual in oru' searches and are developed to fit the specific clieut and position. We consider some of these ruaterials to be proprietary but will be happy to slrare sorne of the fonnats etc. in advance if we are selected.
The recruitment brochure ahnost always iacludes: a description of the Organization and Comruunityt au overview of the position with duties and responsibilities, Issues, Challenges and Opporturities, Qualifications including education andexperience, candidate expertise, management style and personal traits, Compensation, and the Application Process.
The brochure also includes pictrues of the Organization and Couunmities, the Dishict Logo etc.
We also conduct media checks on candidates as well as educatiorL license aud certification checks on leading candidates/ finalists, being invited for interview. As previoruly mentioned we also affrnge for a firll and conrplete backgroturd check on the ftralist(s) ald hal'e specific fonns for education, celtifying and liccrsiug bodies, candidate signed release forrus/ authorization fonns etc.
Saurple profiles ofpreviously conducted seatches are attached. l" xrr u I i r'* 5r':r rllt Rer' r'rritetl l){r-{i t iol s Engineerins /Publlc Works/Utilities
Cify Engineer - PSTA March 2018
DOT Engineers - PSTA December 2017
Assistant City Engineer Director of Public Services Public - City of Lansing, MI June 2017
Works Director - Marylaud May 2Ol9
hrblic Works Assistant Director Water District Executive Director Water District - City of Lausine, MI Feb 2018
General Manager Plaruring & Engineering Director -
Clemson University Oct 2018
Director of Projects & Engiueering - City of Conunerce City, CO Nov 2017
Engineering Project Manager - The City of Columbus Feb
20t9
City Planner - City of Bemardo, CA Aug 2019
Chief Plant Ooeralor - Marion Corurtv- IN Dec 2015
Administrative Serwicesllnterual Services
A&ninistative Services Director - County Cada
July 2020
Manager of Town Services Managenrent
Assistant- The Town of Elkton Augrrst 2018 Chief
Performance Officer - City of Santa Monica Jrure
20t9
Human ResourcesiCivil Services Director - City of
ArurAlbor Oct 2019
Director of Humau Resoruces & Risk Management
Intergovemmental Services Mauager - Corurty of
Sonoura Jture 2019
Fleet Equipment Services Manager - Middlesex
Corp. July 2018
Arts Director - Mass. Culhral Council lan2020
I)evelopment Services
Communify Development Director'- Los Angeles County,
CANov 2017
Manager Development Services Director - Dentou Corurty, TX Aug 208
Deputy Director of Developnrent Services Tourisur and
Cornrmrnity Developnrent Director - City of Bloomington, IL Aug 2019
Construction
Field Engineers - Middlesex Corp. Jan 2020
Project Engileers - Superior Const. Aug. 2020
Project Schedulers (Primavera Project Managers -
Middlesex Corp. Dec 2019
Project Executive - Middlesex Corp. March 2020
Project Superintendent - Pepper Contractilg Jan 19
Resident Engineers - Prince Contacting Nov 2018
Cost Engineers - Superior Const. July 2020
Informntion Technolocv
IT Director - Littleton, MA Dec 2019
IT Manager - Middlesex Cotutty Nov 2018
IT Manager (Police Deparhnent) - City of Lip{rthouse
Poht March 2018
IT Developer - Goochland Corurty March 2018
GIS Manager - Town of Hilton Head lsland- Sept 2018
Serrior Software Developer - The Port Authority of NY
& NJ March 2Ol9
AccountindSnfetv/EMS/Emersencv MRnasement
Emergency Managenrent Coordinator EMS -
Executive Director City of Liglrtlrouse Point July l8
Director of Safely - Superior Const. Aug 2020
Safety Manager - Middlesex Cor[. Dec 2019 Finance
ConhollerlAuditor/Conrpholler Senior Accorurtalrt
Budget Officer - Marylald State Department of
Educaiion March 2018
Chief Accorrntina Officer - Middlesex Com- Nov l9
Emall
[email protected]
:Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 243
04/08/2025 Item No.11.
:ti*ii*rH.NE
i;.<1\cNrERpFrsG usA
REQUESTFORPROPOSALS
EXECUTTVE SEARCH FIRM SERVICES
CITY OF FOLSOM
Signature
FEBRUARY 12.2025
C. CX,f lli{T R F;F t',R F,N{.}tS
James Wills
Sr. Vice hesident of Business Development
The Middlesex Corporation
10801 Cosmonaut Blvd. Odando, FL32824
jwills@tniddlesexco. corn
Office: 407-515-1567
Services Date: From June 2014 tmtil the prcsent
DougWycoff
Deputy Director, ITS Engineering & Operations
Tampa lnternational AirporVAviation Authority
Office: (813) 546-8125
Cell:(813) 215-2645
DWycoff@TampaAirport. com
Seryices Date: From July 2017 until the present
3. Curtis Long
Chief Operating Offtcer
P&S Paving,Inc.
Mobile: (904) 545-8763
Offrce: (386) 258-791I
Services Date: From Malch 2020 rurtil the present
Authorized Name:
Position:
on behelf of:
Rania G Hanna
Presidenl
Sunshine Enterprise USA
: Email
anfo@seu- usa.com
i Phone
407-636-2982
Address
5oo wanderley Pl., 5t 218,
Mairland, FL 32751
04/08/2025 Item No.11.
x'iii"rHrNEi\4re "ttoPRrsE
uiA
REQUEST FOR PROPOSALS
EXECUTTVE SEARCH FIRM SERVICES
CITY OF FOLSOM
FEBRUARY 12,2025
2. PROPOSED METHODOLOGYAND APPROACH
A, { 4)TI,lNT, CF T.}'f }i PR{JC}:,3JS FOR C:{}Str}EJ{--.T'NG E,XE{]UTT\18 !]E,4RCI+ As the successful confiactor, we will provide you with the quality services and expertise our clients have come to expect. We have a sfoug history of recruiting diversifed workforce as it is the policy of the Company to prohibit discrimination and huassment of any type and to afford equal employnent opportunities to all applicants and team members
"The Company provides equal opportunity in all of its recruiunent practices, including selection, hiring, prourotion, transfer, and compensation. to all qualified applicants and teun members without regard to race. religion. color'. sex, sexual odentation" gender identity, national origin, ancestry citizenship status, uniform service mernber status, marital status, domestic partrer status, pregpancy, age. medical condition, disability, genetic infonnation or atly other protected status in accordauce with the requirements of all federal, state and local laws".
Our Management Savices Featule:
Designing ? customized recruifinent strategy to match your history and leadership pattems, curent issues and funue clnllenges;
A calendal that starls imrnediately upon authorizatior to proceed, includes regular progress reports, and usually concludes within 10 to 20 days. We can expedite the search if desired, utd will work with the h'oject Manager and Board of Directots'meeting schedules as needed; An extensive, narrative-written job profile including yoru organizatiott's history and leadership pattems, current issues, and funu'e challenges of the job; A recruitment process and approach that includes advertising, but also relies mote upon aggrcssive networking than passive advertising;
A large pool of applicants who meet the minimun qualificatiors and a targeted. diverse pool of qualified, proven candidates for iuterview:
Conrpreheruive reference and background checking;
Ongoing quality review of project detverables, tirne and service benchmarks, weekly status reports. candidate repofis. and coordinatiorlcouununication benueen Srurshine Enteryrise USA and the Hiring Manager and Selection Committee:
Personal guidance and assistauce to the Clients. Board, Selection Couuniftee, Human Resources, Departnental representatives. and other staff that facilitates interuiews, candidate travel, evaluation of candidates, decision-rnaking, relocation, negotiations, and employnent agreement assistance with the candidate selected.
; Email
[email protected]
r Phone
407-636-2982
Address
5oo Wlnderley Pl.,5t 218,
Maitland, FL 12751
04/08/2025 Item No.11.
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Task Summary - General Approach:
We have a shaightforwald, stuctured search process. We adapt it to yoru requirements, and then ask you to join us as parhrers in its implementation. We will work closely with the Clients' Selection
Cornrniglss, mauagement and staff to establish agreed upon shategy, tools, critical path items and decision points of note in the search process.
Please see "Project Tearn and Resumes" for oru' finn's work team assignments. At each stage, we provide written materials, fi6inirrg, and explanations as needed. Although we follow a clear strategic work plan and closely monitor agreed upon tasks and goals, we also believe that, in the long temq results are most important.
The.following Tasks and Outcomes address the general approach and services provlded:
. Scope of Services
The scope of services will consist of recruihneut/market sbategy, recruitment includiug advertisements, mailings, networking, cold calling and development of a position profile/ brochure; candidate contacts/evaluation, screening, including review and the developrnent of a written Progress and Final Report of leading candidates and finalists; perfonning reference and background checks; regular verbal and written stahts reports; assisting in the interview plocess, candidate negotiation, aud holding periodic meetings with the Board, the Selection Cornrnittee and appropriate designated staff
K"y Meetings
We will also meet with The Selection Conrmittee, designated staff, conunturity/ public representatives, and other key stakeholders at the begiming of the contract to identify major issues the future hires will face; determine the critical qualifications for the position(s) as identified by you; establish specific tiurelines; and collect information to develop the search criteria aud develop a search profile. We would also anticipate at least two later meetings to discuss/review the written Progless Report (Leading Candidates), and participate in fural interviews (Final Repor).
Adverfising
Appropriate advertisiug will be used. This includes hard-copy publications and electronic media and other organizations aud publications specific to the type of position including to the job type as well as Industry web-site, local media, etc. Please note, however, that in our experience, the best candidates often come fiom networking rather than advefiisement. We therefore focus a great deal of time ou the netwolking and personal coutacts. Otu recruiters use a variety of soucing methods which include both technology-based resoluces as well as mot€ t'aditional sotuces, such as uefworking and ernployee referrals.
a
a
Emall
[email protected]
,Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, tL 32751Page 246
04/08/2025 Item No.11.
Ou sealch begins in the local community where otu candidates live and work. - Commrurity Resourccs. - CSMFO
- Vetcrans Evcnts and Resources - CFMA
- Employee Referals - NFBPA
- Passive Job Seekers - Govemmentjobs.com
- Local rrewspaper, radio stations and TVs - Intemational Hispanic Network - Billboards - USAjobs'cour
- Li'kedln - Universities
- Glassdoor - CommunitY Colleges
- HealthcarelTCenbal - BioSPace
- HealthJobsNationwide - Monster
- Indeed - Dice
Niche Sourcing
Oul focused sourcing allows us to become experls in terminology, nuances and regrrlations of each industry.
Diversity Resources
Professional Organizations
Targeted Advertising and Job Fairs
Internet Sourcing
We use state of the art recruiting systems, industry job boards and social networking sites to reach job seekers online.
Indushy Job Boards
Advanced Search Techniques
By focusing our recruiting efforts ou Local, Niche and Internet sotucing, we can ensure that you receive the only best qualified candidates.
The Advertising and Recruitrnent stage includes ad placement, email distribution of the Position Plofile, rcsponding to inquiries abotrt the position, and ongoing colrunurication with applicants and prospects.
Ad Placement/ Social lVledia and Marketing of Position
The Executive Recruiter and client work together, to detennine the best ways to advertise and recruit for the position. Ads are typically placed in various state and national publications, targeting the most effective venues for reaching qualified candidates for that particular position.
Ongoing Comrnunication wifh Applicants and Prospects
Slnsfuine Enterprise USA commtnicates with all applicants on a fi'equent and ongoing basis to enstue applicauts stay enthusiastic about the opportunity. Outstanding prospects often will not submit a resune until they have done considerable homewort on the available position. A siguificant numbel of inquiries will be made, and it is essential that the executive search finn be prepared to aruwer tlrose questions with fast, accumte, and complete infonnation, aod in a walm and personal mamrer. This is one of the first places a prospective candidate will develop an impression about organization, and it is an area in which sunshine Enterprise USA excels" Sunshine Enterprise USA also utilizes Google Alerts for each client organizatiou and provicle updates to otu'Executive Recruiters and applicants of any references made regarding the client organization in valious rnedia outlets.
Email
[email protected]
I Phone
407-636*2982
'Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 247
04/08/2025 Item No.11.
o te Screening
we sort candidates based on the criteria established, profile, cornments from peers and colleagues, training & education, resume/bio review, communication ability and experience, accomplishrnents, references, backgtound checks, telephone and personal meetings, review of appropriate writing and work sarnples, the degree of their expressed interesticomrnitment to consider the specific position, and many other methodologies. The wlitteu Progress Report and Progress Meeting that is provided to you is also key to assuring that we are on hack and to na11ow the field from leading candidates to finalists for interview and reduce (with yotn'inpu$ to a list of screened fiualists.
Success Profile
The desired skills, expertence and temperament critical to successful perfonnance are all factors of the Success Profile.
Phone Screen
An initial telephone screen verifies a candidate's overall availability and fit as a contract employee.
We address ability to perform the position and establish availability for the duration of the position.
If we feel the employee is a good match, we will set up an appoinfinent for a personal interview.
Interview Process
In addition to otu telephoue interview/sslssniney'assessment of candidates, and face-to-face or video conferences with potential finalists, we will assist with the interview process as well as provide negotiation supporl.
In-Depth Personal Interview
Every candidate turdergoes a comprehensive assessment process, which includes both in-person and virfual interviews. Oru'commihnent to thorough evaluatiou en$u€s that each candidate possesses the essential qualifications, relevant experieuce, and the temperament necessary for the position. Dtuilg these interviews, olu skilled recruiters meticulously evaluate the candidate's ability to perfonn the designated role, confum availability for the start date ald duation of the assignment, and validate previous salary history and crurent salary requirements. The combination of ir-person and virtual interviews allows us to holistically gauge candidates'capabilities while providing flexibility for those who may be geographically distant or prefer the convenience of virtual interactions. This approach ensures that otu hiring process is both rigorous and adaptable, ulfimately leading to the selection of candidates who alipur seamlessly with oru'organizational needs. Follow-Up Intervien' The candidate is interviewed a second time, either over the phone or iu person. The ptupose of this ilterview is to review the position and its requirernents and asstue again that the candidate is capable and willing to meet job expectations of Sunshine Enterprise USA and The Client' Assessments (DiSC and I-OPT)
It is critical for you to know as much as you can about yotu new employees, rmnagers, executives before hiriug him/her. Historically, employers have depended upon l€surles, references, aud interviews as soluces of information for uraking hiring decisions. In practice, these sources have often proved inadequate for consistently selecting successful employees. The use of assessments has becorne essential for employers who want to place the rigfrt people in the right positions. a
Email
[email protected]
Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 248
04/08/2025 Item No.11.
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uses a DiSC Management assessment tool, which is among the most validated and reliable persoual assessrnent tools available. The DiSC Management hofile analyzes and reports comprehensively on the candidate's preferences in five vital areas: management st5rle, directing and delegating, motivation, developrnent of others, and working with his/her own manager.
The I-OPT Assessment is a tool that measure how a person perceives and processes information. How someone perceives and processes infonnation has a proforurd impact on what motivates a person, how a person sees an issue, and how that person interacts with others on tearn projects. Uuderstanding one's own I-OPT hofile makes it possible to be more self-aware. Understanding another's I-OPT Profile helps predict how he or she will approach any given situation. . Candidate Screening
Together with the designated stafitlcontacts, we will reduce the pool of candidates to a list of no more than 15 semi-finalists and i'om there to approxiurately five or six (5-6) screened candidates for interview. Sumrnary information will be provided on the leadtts candidates to include - backgrormd, achievernents & stenpfhs, etc. We also couduct initial refelence and social media checks on the top candidates invited for interviews. A complete backgrorurd and reference check will be conducted on the final candidate.
. Reference & Background Screening
Applicant information is verified via discussion with the applicant, peers, colleagues, subordinates, bosses, news media, review of reports & documents, writing samples, background sslssning and references, education & employment verification, telephone, video conference aud/or face-to-face meetings/intewiews, and other means including occasional psychological testiug and assessment centers. DMV, Criminal, Credit and otherbackgrourd checks are also completed. . Employment and Reference Vel'ification
A rninirnurn of five reference checks will be perfonned for each candidate before he/she is placed on a contract. The references we obtain are recent, relevant to the position and from a direct supervisor. We veriff dates of emplolnnent, job description and assess overall ability through contact with each reference ald ernployers.
. Selection Process
Selection is made using all of the above plus an interview(s) between the candidate(s) and you. We also involve the candidate's family and significant others il the process as appropriate. During the interview and screening process, we will consult and assist you with screening including rating and other tools.
. Offer Negotiations
We wort closelywith the final candidate(s) and you to help negotiate an offer, acceptance, employurent agleement/conh'act, starting date, etc. This often includes assistalce drafting offer letters, compensation/benefit research, conhact/apgeement review, discttssion with legal counsel when appropriate, and individual negotiation. We make it a point to be available to help both the final candidate and you to reach an amiable conclusion that ends with confidence and enthusiasm on both sides.
Emall
[email protected]
l Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 249
04/08/2025 Item No.11.
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o The Hiring Manager, Selection Committee, Human Resources & Appointing Authority
As noted earlier in this proposal, we have worked with hundreds of public sector and private sector clients including cities, counties, states, the federal govenrment, md numelous utilities, tansportatio4 educational institutions and other public service organizations. As such we have also worked with the Boalds, Councils, Advisory Boards, Stakeholder Groups, and Comrniffees, Selection Comurittees, Public & Citizen's groups, State, Local and Federally legislated and rnandated advisory boards, commissions, as well as elected local, state, aud national representatives. The Client, Appointing Authority, Selection Committee and other Executives (and their delegates) are critical to the search process from assistance in providing initial infonnation regarding goals and objectives of The Ctient, criteria relevant to the duties and responsibilities of the position being recnrited including input and approval of the overall recruihnent plocess and recruitment profile/challenge statement/ brochtue, interview and selection of the fiual candidate, approval of the final employment agreement, etc. Ou'role is to assist in the process and to constrlt with and help you to make a well-infonned decision. We believe the final choice is yours to make. We will help you make a well-ilformed choice by fi'aming what we have together leamed about the candidates in the context of the job and specific requirements.
Oru role is to help make that decisiou easier.
S earch Clo sure/Sign-offs
At the end of the search, all applicants will be appropriately notified of the result in a professional manner that reflects well on the client.
Qu alify ControUAssu rance
All work done as parl of any and all search or consulting work for the Client will be subject to quality asstuance, qualrty rnonitoring, quality improvement, task review and/or confimratiol, and standards review as part of cunent Srurshine Enterprise USA's Policy and Operating standards. Overall supervision is provided by the President of the company with support from the Executive Vice President and Vice PresideltlGeneral Coursel as needed.
We will establish bsuphmarl$ in conjunction with the Client as requiled or appropriate.
End-to-End Requisition Lifecycle
a
o
Vacnncy Management
r Notification of open vacaucies
o Monilor requisition process through the applicant tracking system for approval
o Manage intemal applicauts if uecessary
r Develop extenral postings with hirtrg lnanager
. Post vacancy to Govenunent websites, career page, jobs boards selected tluougfr prograor agreement
r Manage ald update all candidate flow and vacancy status for open vacancies using the applicant hacking systenr
c Close vacancv and remove fi'oru extenral posfing upon stafi date Email
[email protected]
I Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 250
04/08/2025 Item No.11.
. Create branding messages tlrat address WIIY. WHO, Objectious and FAQ's
o Work collaboratively with CalOptina to provide clear business requirements and recommendations to irnprove the candidate experience and career site
. Engage in ongoing pipelineibuilding networks for reliable skill-sets e Leverage nationaljob boards. nichejob board sites. relationship with professional associations
o Provide bes-in-class supplemental position recosunendations r Use of social media chaunels to build and rnanage employment brand
o Host job fairs, Colleges & Universities caf,eer fairs and corrunrrity events as necessary
Candidate Sourcing
o Perfonn phoue screens to identi$ rnost qualified candidates . Screen candidates utilizing tools and/or recruiters cosistent with agreed upou hiring criteria
o Send disposition commrurication to all canddiates that are not qualified
Cnndidate
Screening/
Disposltion
r Provide resealch and date to hiring manega that zupports recnritiag activity
r Provide shortlist ofcandidates for consideration to hiring flranaget
r Marage commuoication with hiring malagr to provide real-time recuisition uodates
Candidate Presentntiotr/
Submittal
& Certiflcations
Interview Logistics
rSchedule all phoue, video and in-person interviews with hiriug tearu .Manage all travel requests and loeisitics for in-person interviews r Perfomr reference checks using agtreed upotr proce$s
r Initiate drug testing and background check screening per the policy
o F'ecilifafe clearance checks- ifreouired
Referenccs/
Ilrug Testing/
Backglound
ScreeningiBadgeJ
Clesrance Processing
r Develop employment offer tenns with hiring manger to include but not linrited to courpensafion, education and health benefits r Extend verbal offer to selected candidate
. Cornpose offer letter and facilitate hiring uranager review aud approval process
e Deliver offer letter to applicant
. Mauage all offer negotiation courmtnication between applicant and hiring rnanager
Offer Management
o Send on boarding fonus and start date. logistics. itstnrctions along with the company policy to the new hires.
o Collect fonns designated as required prior to and on start date r Help to coordinate first dav experieuce
Onbonrding
Performnnce Mana gement
eProvide real time reporting and metries
t14 & 45 days review with new hires then shared with hiring manaSer
rMontlrty and quariedy parlnership reviews to include: SLA perfonnance, candiaale and requisition data, key messaging and highlights, and recoomendations for progtrarn enhancement ,,\r17,
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Signaffe:
AuthorizedName:
Position: On
behalf ot
Rania G Hanna
President
Srmshine Enterprise USA
Email
[email protected]
Phone
407-636-2982
I Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 251
04/08/2025 Item No.11.
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:(SUNSHINEii<.\ctrcRPnriE usA
REQUEST FOR PROPOSALS
EXECI.TIVE SEARCH FIRM SERVICES
CITY OF FOLSOM
FEBRUARY 12.2025
3. PROJECT TIMELINE
A. FROP{}SEII Tfnf Ir.I-IllE FOR THE R.;ICRUITh4EI\T FROCIiSS {[N] T']A TICN T'O PI-ACEI\{}tN'r)
*Eoch searclt tirneline is difercnt based on lhe parliatlarneeds of the organizalion. &tnshine Enlerpfise USA has contpleted seatches in as litile as 45 da1's, although this is nol the rccorwnended apprcach. We have also extended searches tell bevond I 5 teeks, based on the pteference of the client.
Sigralure: &*Ao+f.***,
Authontad Nime-
Posllio!:
Or beluf of:
Rarua {l llma
Presi(hnl
sunsli0e Euleqtls€ UsA
ulEEKS TASK
\ileek I Contract Executed
Outline Project Plan, Timeline
Ildividual lnterviews with Search CommitteeiKey Pemorurel/Clommunity Leaders
Week 2 Flnal recrultment brochure l"eleascd
Development of Position Profile Brochure
Search Corunittee Reviews and Brochure
Weeks 3-7 Open recruilment
Ad Placements
Accept Applications
Screen Applications (paper re\riew and phone interview) l"riage and Scoring of Resutnes
Search Comrnittee Presentation)/Select Setnifi nalists
\ileek 8 Close recrultment
Weeks 8-10 Qualiff Assurance and Candidate Evaluation
Candidates Complete Questionnaire and Online Interuiews Deliverable: Semii-rnalist Briet-mg Books
Conrprehensive Backgrouud Scrcetring Report
Candidates Complete DS9, Management Assessment
Candidates Complete I-OPT Assessment
Weeks 1l-12 Hiring Interviews
Deliverable; Finalist Briefing Books
Stakeholder Engagement (if desired)
(-'onduct ltrleliews
Reference Checks
Negotiations
AnnouncementPress Release (if desired)
i Email
[email protected]
: Phone
407-636-2982
Address
500 Winderley Pl.,5t 218,
Maitland, FL 32751
04/08/2025 Item No.11.
,qsuNsl{tNE
. CNICRPRISS USA
REQUEST FOR PROPOSALS
EXECUTTVE SEARCH FIRM SERVICES
CITY OF FOLSOM
Srglature. ($-o"^r.-ff^"^'^,
4. Ff,E STRUCTURE
FEBRUARY T2.2425
Address
500 Winderley Pl.,5t 218,
Maitland, FL 32751
Authonzed ltiaure.
Posrlron.
ol behalf of
Ranra G Harura
Presrdenl
Srurshrne Euterpnse USA
Email
I nfoclase u - rr5 a.col.|l
Phone
407-636-2982
Total Fixed Not to exceed
CostsFull Recruitment
$34,000.00PUBLTC WORKS D]RECTOR (CITY OF FOLSOM)
1t3o/o due upon Execution of Service Order
1/3o/o due upon Acceptance of Recruitment Profile
Total Fixed Not to exceed
Costs
1t3
Estimated Expense Costs - lf not included in above:
(example: Travel, reimbursements)
Checkso/o due of Final lnterviews
$5,000.00Travel Fxnenses
Total Fixed Not to exceed
Costs(See Section 3 for description)
-hoc Requests
$250.00 per hourfor Other Recruitment Activites (example- Crealing a Brochure or Satisfaction Guarantee
Vendor Hourly Rate
only Outreach) ;
YesDo vou offer a Satisfaction Guarantee? Yes or No
.00Additional Costs for Guaranlee - Fixed Costs not lo exceed; lncludes Advertising cos Cost of Llvinq For Option on Years Onlv
3o/oCost of living increases after the initial term of the contract (per option year):
04/08/2025 Item No.11.
iSU!"{S"ll!,t:lH
REQIIEST FOR PROPOSALS
EXECUTTVE SEARCH FIRM SERVICES
CITY OF FOLSOM
FEBRUARY 12.2025
Srurshine Enterprise USA hereby acklowledges and a€n'ees, if we are the successftll bidder, that:
l. Smrslune Enterprise USA Offers: Coutingeucy Search Fee:20 percentage (20o/o) First Year Salary charge that Client can be invoiced per each professional position that is filled. (i.e. Base salary $ 150.000 x 20Vo = $30.000. Client will be invoicecl for the aurorurt of $30.000) to be paid on Net 30 basis.
2. Snnshine Entelpdse USA offer a discoturt of %l in case the client opt to hire tts recntitittg tttttltiple positions.
3. Professional fees for the search ale billed in tluee equal instalhnents dtuittg the course of tlte sealclt.
The ilitial installment is billed after the Organizational Inquiry and Analysis is completed and tlte position profrle has been created. The second instalhnent is billed wlten semifumlists are selected. The final ilstallnent is billed at the conclusion of the search. Expense (reimbtusable) itens and supplemental seryices will be billed with each of the tluee instalhuents. as appropdate.
4. Sunshine Enterprise USA agnees that the cost rrr.rst be all inclusive to include agency travels. up to two trips to the Client. lodging, and other expenses. Cost is to include crirufutal backgrorurd cltecks. cridential checlcs including eclucational credentials. and credit/furancial checks on selected candidates to be interyiewed by Client.
5. Surslfne Enterpdse USA agrees that the cost incrured by acnral candidates interviewed by Client's Staff will be paid separately to Srurhine Enterprise USA and according to the Client's guidelines. (Ex:
airlile ticketi, lodging. meals. car rentals. todging. meeting roolns for interuiews artd cateriug selices.
This list is not all inclusive. to the Client's may request additional services to be provided for tlte inte1iewees as needed. Surshine Enterpdse USA will itloice tlte Client's for the candidate's expenses witfiout any mark-up fees. the Clierrt will pay Sunshuie Enterpdse USA for all approved expenses.
6. Sunslfne Errterprise USA agrees to be respottsible for all ottt of pocket expenses sttch as: cledcal. adnilistrative iupport. travels including up to fwo (2) visits to the Client if required. all advertising expenses. lodging, ureals. rentals caru. and any other soft cost expenses necessaly to cotttplete tlte search.
7. Re-initiate a one-time additional execntive search. at no fee to the Client. if a successfill candidate is not located or if a successftll candidate leaves the eruployruent of tlte Client witlurl a year of placemeltt.
8. All of the aclvertising fees are to be included in the 20% ruadnrp fee based on the salary of the open position.
9.AltenmteProposal:@25percent(25%)FirstYearSalarychargetltatClierrtcattbe igvoiced per iach professional poiition that is filled. (i.e. Base salary $150.000 x 25% =$37.500. Client will be irtvoicecl for the amount of $37.500).
Sippature S*"* *{u'**""
Authorizecl Name: Rania G Hama
Email
[email protected]
Phone
407 -636-2982
Address
500 Wrnderley Pl.,5t 218,
Maitland, FL 32751Page 254
04/08/2025 Item No.11.
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SAMPTE
Seorch Services Agreemenl
This Agreement ("Agreement") is made this
-
day of 20_ between Sunshine Enterprise
USA LLC, doing business as Sunshine Enterprise USA (SEU), a Florida corporation, with its office at 500 Winderley Place Suite 218, Maitland, FL 3275L (*SEU") and with office at (*CLIENT"), each individually a "Parg/" and jointly the "Patties" The Parties agree as follows:
l. Semices. CLIENT requests personnel search services frour SEU, within the United States. for the purpose of identiffing full-time employees to be placed at CLIENT. SEU app'ees to use best effiorts to provide CLIENT with qualified caldidates possessing the requisite education, training, experience and skills ("Candidates") as specified in the applicable CLIENT job orders; provided, however, CLIENT shall satisff itself as to the background, qualifications, and suitability of the Candidate(s) and shall be solely rcsponsible therefor.
2. Setrch Fea CLIENT agrees to pay SEIJ 25a/o of the fust year''s total Compensation ("Search Fee") for each Candidate placed by SEU with CLIENT ("Placed Ernployee"). "Compensation" shall mean the fust year's equivalent annualized remuneration, including (without limitation) ary car allowance, travel allowance, sigrring or guarurteed bonus(es) or other payment, couunissions and/or gualanteed ilcrease in salary, which fonn part of the initial cornpensation plan for the first year of employnent and to which the Candidate may be entitled.
SEU shall be entitled to the Search Fee provided herein where the CLIENT hires a Candidate within one I year of SEU introducing the Candidate to CLIENT. CLIENT understands and agrees that where it interviews any Candidate(s) presented by SEU, CLIENT shall be deemed to have accepted the tenns set forth herein.
3. Guarnntee.If the Placed Ernployee voluntarily ends hislhet employment with CLIENT or is tenninated for cause by CLIENT, for any reason other than a material change in job duties, lay-off, reorganization or relocation ofjob firnction to a distance of more than 25 miles, SEU will conduct a search for a replacement Candidate. If SEU is unable to furd a suitable replacement candidate within 90 days fromthe date CLIENT notifies SEU of the Placed Employee's tennination of employment, SEU shall provide CLIENT a credit for the Search Fee paid by CLIENT to SEU as follows:
0 - 30 days of employrnent 100%o placernent credit
3l - 60 days of eurployment 50%o placeurent credit
6l - 90 days of ernployment 25o/o placement credit Search 9l+ days of employrnent Fee deemed eamed
CLIENT understands ald agrees that the guarantee policy shall apply only where payrnent for the Placed Enrployee has been rendered in accordance with section 4 below.
Invoiclng ond Pnyment Tenns. CLIENT will be invoiced the Search Fee on the fust day of the Placed Ernployee's employnent with CLIENT. CLIENT shall pay SEU net 30 days from receipt of ilvoice. CLIENT's point of contact responsible for invoice payrnert is Accounts payable. If CLIENT fails to remit payment to SEU. as invoiced, interest shall accrue at the rate of lolo per rnonth or the maximum rate allowed by law. whichever is less. Itt the event SEU initiates collection proceedings for past due amounts, CLIENT shall reimburse SEU for any and all costs associated therewith including. but not limited to, attomeys' fees. SEU staff tirne, fees for thild parfy collection services, and court costs.
Limltatlon of Linbtlity. IN NO EVENT SHALL SEU' ITS EMPLOYEES, CONSULTANTS OR CONTRACTORS BE LIABLE FOR AI{Y INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY,
PUNITTVE OR CONSEQUENTIAL DAMAGES
Email
[email protected]
Phone
4A7-636-2982
Address
500 Winderley Pl., St 218,
Maitland, tL 32751Page 255
04/08/2025 Item No.11.
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SAMPLE
INCTUDING, BUI NOT I.IMITED TO, LOST PROFIIS, LOSI REVENUE OR IOSS OF GOOD WI[l, ARISING OUT OF
OR RETATED IO THIS AGREE TIICNT, WHETHER IN CONTRACT OR IORT OR OTHERWISE, EVEN IF THE PARIIES KNEW OR SHOUTD HAVE KNOWN OF IHE POSSIBITITY OF SUCH DAITITAGES. ADDIIIONAIIY, SEU SHALI NOI BE UABIE FOR ANY DAIJIAGES WHATSOEVER CAUSED BY: (A) ANY ACTS OR O|iISSIONS OF ANY cANDIDAIE(s) INTRODUCED TO CIIENT; (B) AcIs OR OmtlssloNs BEYOND IIS CONTROL; oR (c) EVENIS oF FORCE I AJEURE; AND PROVIDED FURIHER, IHAT lF CIIENT REGIUESIS OR DIRECIS THAI SEU PERFORiII AN ACT OR OT,W lHE PERFORMANCE OF AN ACT, AND IF SEU PERFORMS OR O'IITITS IHE PERFOR'I'IANCE OF SUCH ACT AS DIRECIED OR REGIUESTED, OR IF CI.IENI APPROVES, AFFIRMS OR RATIFIES IHE PERFORi'IANCE OR OMISSION OF ANY ACT OF sEU, THEN NOIWIIHSTANDING ANYTHING IN ANY SECTION OF THIS AGREEMENT, CTIENT SHATT HAVE NO CLAI'IIT AGAINSI SEU FOR IIABII.IW IN CONNECIION WIIH SUCH ACI OR OMISSION TO ACT. TO THE EXTENT PERMIIIED BY [AW, SEU' LIABIIITY SHALT BE TIMIIED IO DIRECI TOSSES
ARISING FROM SEU'S NEGIIGENT OR INIENIIONAL ACIS AND IIS IIABILITY SHALT BE CAPPED AT IHE FEES PAID, OR TO BE PAID, TO SEU FOR THE PTACEMENT GIVING RISE TO IHE TIABIT]TY.
6. Term: Termlnotlon. This Agreemenl sholl remoin in effect until terminoted os provided herein. Either Porty moy terminote this Agreement. without couse, upon of leost ten (lO) business doys' prior written notice to the other Porty.
7. Complionce wilh Law; EEO Sfofemenf. The Porties sholl comply with opplicoble federol, stote ond locol lows ond regulotions governing this Agreement. SEU ond CLIENT ore Equol Opportunity Employers ond do not discriminote in recruiting, hiring, troining, promoting or other employee proctices on the bosis of roce, color, religion, sex, moritol stotus, oge, notionol origin, disobility stotus or ony other bosis protected by opplicoble federol, stote or locollow.
B. Soles lox. Bill rotes included in Seorch Fees listed in section 2 ore exclusive of ony opplicoble soles tox.
CLTENT sholl remil opplicoble soles lox, os invoiced, or provide SEU with o direct poy permit or certificote of exemption.
9. Entlre Agreemenl; AmendmenL This Agreement constilutes the entire understonding of the Porties ond sholl supersede oll prior ogreements ond understondings beiween the Porties with respect to the subject hereof. This Agreement moy be omended only bywritten document signed by both Porfies.
Sunshine Enterprise USA t'CLIENT''
By:
Printed Name: Rania Hanna Printed Name:
Title: President Title:
Date:Date:
By:
Email
[email protected]
Phone
407-636-2982
'Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 256
04/08/2025 Item No.11.
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SAMPLE
Retained Search Fee Agreement
Executive Search
This retained search fee agreement is commencing on between Sunshine Enterprise USA LLC and _. lf these terms do not refleet your understanding of our agreement,prc@
1. RETAINED SEARCH TERMS & EXCLUSIONS
ourffiusive,retainedbasisandarebilledasfollowswhenacandidateentersintoa service relationship with you or your affiliate within one year afier our most recent communication relating to the candidate based on the following schedule:
. COMMENCEMENT: 1/3 to initiate the search
. FACE TO FACE: 1/3 upon face to face interview
. START DATE: Remainder ot 25o/o for North America and 30% for Outside of North America due wilhin 7 calendar days of start date
2. EXECUTIVE SEARCH POSITIONS
See Exhibit B
3. SERVICE FEE AND EXPENSES
our@nl(25o/o)forNorthAmericaandthifi-fivepercent(30o/o)foroutsideof North America of the candidate's first yea/s base compensation.
Pre-approved coach class airfare expenses and business class hotel accommodations for travel to client site, trade show attendance requested by client, or in-person candidate interviews requested by client shall be billed directly to client.
4. REPLACEMENT GUARANTEE
rth@enyouandthecandidateisterminated,wewillreplacethecandidate, provided that you notify us in writing of all facts relating to the termination of the relationship within five (5) business days after its termination under the following remuneration schedule:
100o/o - Before the 30th calendar day of employee start date 50o/o - After the 31st calendar day of employee start date but before the 90th day 25o/o - After the 91st calendar day of employee start date but before the 360th day 10% - After the 361st calendar day of employee start date but before the 1800th day This guarantee is not applicable if the service relationship is terminated because the position is eliminated or because you have insufficient work for the candidate. This guarantee is to allow you to satisfy yourself that the candidate has the requisite experience and qualifications, and that information provided by the candidate and other sources, directly or lhrough us, is aecurate. THIS GUARANTEE SHALL BE YOUR SOLE REMEDY.
Your acceptance of referrals from us shall be conclusive evidence of your acceptance of our schedule of charges, terms and conditions, unless we have signed a written modification. lf collection activities are necessary, you agree to pay all expenses thereof, including reasonable attorney's fees. You consent to the jurisdiction of the courts of the state of Florida and agree that its laws shall govern our relationship.
Email
[email protected]
Phone
407-636-2982
'Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 257
04/08/2025 Item No.11.
SAMPLE
Retained Search Fee Agreement
Executive Search
5. youeorothermaterialfromthecandidateoranyothersource,shallnot affect your obligation to pay our service fee, unless the candidate was under active consideration by you for this position at the time of our referral as evidenced by scheduled interviews within the last 90 calendar days and identified, in writing, within 10 calendar days of this agreement.
6. CONFIDENTIALITY
Canliida-tes are reErrecfto you in confidence. Should you refer or identifu such a candidate to another company that enters into a service relationship with the Candidate, both companies shall be responsible for the payment of the service fee.
7. PEEISIIIgNTheEliowin-g defmitions are applicable to this Agreement "Candidate" means a person referred to you by us, directly or indirectly. "Refer" means the disclosure by us of the identity of a candidate by any means, orally or in writing. "Seryice Relationship" means your engagement of the services of the candidate in any capacity, including as an employee, independent contractor, consultant, or other representative. "First year's compeniation" means a reasonable estimate of all compensation expected to be earned by the candidate during the first year of thee service relationship, including salary and bonuses. The estimate is to be determined as of the time when the service relationship is to begin, and shall not be increased or decreased thereafter.
8. PERFORMANCE GUARANTEE
[Su@resentatleasttwo(2)qualifiedcandidateswithinninety(90)calendar days from the date the search begins, Sunshine Enterprise USA shall refund to the client the second Retainer fee payment. The search start date will be one business day after the date both the executed search retainer agreement and the retainer fee are received by Sunshine Enterprise USA . lf at least two (2) qualified candidate(s) are presented within ninety (90) calendar days from the date the search begins, but client fills a position through its own efforts or through another source, there will be no refund.
lf Sunshine Enterprise USA presents at least two (2) qualified candidates within ninety (90) calendar days from the date the search begins but client either: (1) fails to interview said candidates within ten (10) business days from the date of initial candidate presentiation, or (2) fails to complete ihe interview process to the point of making an offer to enter into a service relationship within (10) calendar days from the date of initial candidate presentation, client shall not be entitled to any refund.
9. EQUAL OPPORTUNITY
do not discriminate in theWe acceptance or referral of candidates on the basis of race, color, religion, sex, age, national origin, marital status, disability, or other protected characteristic.
Email
[email protected]
Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 258
04/08/2025 Item No.11.
SAMPLE
Retained Search Fee Agreement
Executive Search
Please E-Sign or print, sign, and then fax this agreement to (407) 636-2985 OR return by email with a phrase indicating your approval in the subject line. By electronically or physically signing this Agreement, you agree to the Terms and Conditions as stated herein as an authorized representative of your company Signature
Date
AuthorizedName:
Position: On
behalf of:
Rania G Hanna
President
Sunshine Enterprise USA
Authorized Approval on Behalf of:
Signature Date
Emall
[email protected]
Phone
407-636-2982
'Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 259
04/08/2025 Item No.11.
SAMPLE
Exhibit A
* If location changes or there is a chauge in any of the factors in the shaded areas above. the search tirneliue will be re-set *+ If corrfidential. every anempf will be made to insrue tlte confidentiality of tltis search: however, we calulot guarantee **x Retainer amount to be billed $
Sunshine Enterprise USA Date
Email
info@seu * usa.(oln
Phone
407,636-2982
Address
500 Winderley Pl., St 218,
Maitlarrd, FL 32751
COMPANY:
POSITION:
SEARCH COMMENCEMENT DATE
Title Confidential Search? ner:
Base Salary
Low
Estimate
Bonus/Commission $
Low High
Estimated Total Year 1
Low High Advertised FY $ Midpoint / Commentt
Sign On Bonus
Low High
Car/ Car Allowance Amount
Benefits
available nsurance Amount
, if possible)
Special Circumstances
for this Position
Relocation Options
(Yes/No)
Materials available? Movinq Expenses [emporary Housing House Hunting Trip Relocation Amount
Estimated)
Grossed up? Y/N Fam Trip Iemporary Housing Real Estate Fees ixecutive lncentives
(lf any)
Location of Position Location*
Details:Home
Office
Fielcl Virtual
Comments:
Date
04/08/2025 Item No.11.
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SAMPLE
Exhibit B to Engaged Search lnvestment Agreement
Executive Search
You wish us to recruit Candidates for the positions listed below under terms and conditions previously agreed upon in Master Search Fee Agreement. Master Agreement tenns and conditions will be in adherence for any additional position not listed below, Enterprise USA to recruit for:
wishes Sunshine
a
TYPESEARCH:
This is a CONFIDENTIAL search and will not be advertised. Candidales will not be informed of the company name until candidate has indicated an interest. ln the case of a confidentialsearch, while the utmost of care will be taken to protect the confidentiality of the company and this search, we cannot guarantee that employees or others will not become aware of this search during the course of the search.
This is an OPEN search and will be advertised. Methods used in the search will be chosen by Sunshine Enterprise USA . Unless given written instructions to the contrary, those resources may inc]udeprintadvertisingand/orlnternetpostings.'
reserves the righi to editorial control of any marketing collateral created for the recruitment of positions beyond typical print advertising and lnternet postings.
Please E-Sign or print, sign, and then fax this agreement to (407) 636-2985. By electronically or physically signing this Agreement, you agree to the Terms and Conditions as stated herein as an authorized representative of your company.
Signahue: .$.-*^*+n^".',
Date
Authorized Name: Rania G Harura
President
Sunshine Enterpdse USA
Authorized Approval on Behalf of:
Position: On
behalf of:
Date
Email
[email protected]
Phone
407-636-2982
'Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 261
04/08/2025 Item No.11.
l'iii*.HrNEi;fa+u*tt"Pnrsc usA
o
REQUEST FOR PROPOSALS
EXECUTTVE SEARCH FIRM SERVICES
CITY OF FOLSOM
FEBRUARY 12,2025
5. TEAM AND QUALIFICATIONS
Our tearn brings to this project a combination of backglound and skills vital to the requilements of the solicitation. As previoruly noted, the overall Project Manager will be Sam Faragalla, assisted by Rania Hama and others who will also lend support as needed and are listed with theil Bios below. Sam Faragalla will be the primary on-site manager. His backggouud aud experience include over 2l yeals of Recruihnent and Executive Search experience on a national and global level.
o Our recnriters are all professionals, each with extensive manageilrent background as key executives in public organizations. The recruiters to be assigued to this work have significant personal experience recruitiug a range of executive leadership 61d 6drninishative roles for a broad rauge of clients. We assure that the individuals listed represent oru cunent tearu assigrred to search for Client and that any additional future staff assigned will be subrnitted to you for prior approval. We are available to iuunediately assist with you cunent needs. o Ctrnent Sunshine Enterprise USA staff are thitty
o The prtmary Srurshiue Enterprise USA contacts for Client will be Sam Faragalla, MA, SHRM-SCP, Vice President; Rania Hanna, President; and other staff and research associates as needed.
o All of the above-mentioned staff may be involved in sorne phases and tasks of the search as previously outlined. On-sight representation will, however, primar{ly be the responsibility of Sarn Faragalla and Rania Hamra. Research Staff will be resporuible for advertising.
o We will spend whatever time is necessary to complete all tasls aud objectives in the search plan. The urain project Manager (Sam Faragalla) will be available by offrce and cell phone on a seven day per week, 24 hous per day basis. Other staff will be available during regular business horu's dtuing the day aud by cell phone in the evenings if critical issues need to be discussed.
Signature: $*ur^,ff"'*.-
Authonzed Nanre:
Position:
Ot behalf ol
Ranra G Hamn
President
Sunshue Enterpnse USA
; Email
info@seu- usa,com
i Phone
407-636-?982
Address
500 winderley Pl., 5r 218,
Mairland, FL 32751
04/08/2025 Item No.11.
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REQTJEST FOR PROPOSALS
EXECUTIVE SEARCH FIRM SERVICES
CITY OF FOLSOM
FEBRUARY 12,2025
Quality Assurance
Sam Faragalla, Vice President,leads the Quality Assurance for Sunshine Enterprise USA. Sam grrides the staff in responding to project issues, challenges and responsibilities to provide quality on every project. To assure qualify on a project Sam may work on any and or all of the following phases of the project as listed below:
Executive Recruitment Team
0111 executive recruitment team as headed by Mr. Sam Fargall4 possesses extensive public sector recruiting experience and will serve as resources throughout this recruifinent effort. The specific project manager will be detennined based on our ability to meet all your customer service needs in a timely and effective rnanner. We do not utilize subconfractors and no staff members will be removed or replaced without the prior written concurrence of the District. Their full lesumes follow. +12107-633-0188 [email protected] HannaFinance Manager - President +1407-3O8-7989 [email protected] FaragallaProject Manager - Vice President +!4O7 768-1231 [email protected] and Recruitment Lead Andrew Cho racsldsacscc.comFederico Reyes +97t529762334Recruiting Manager +97152823993t [email protected] JoshiRecruiting Manager +L407-340-2081 [email protected] PellandSenior Executive Recruiter +74O7-768-1231 [email protected] Recruiter Helen Blondel lsabella Vicentelo +t4O7-636-1239 [email protected] Recruiter Phone EmailNameRolelP roject Assignment
Emall
[email protected]
I Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 263
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Rania Hanna
President
Rania Hanna is atr expert in the Recnritment, Payroll,
Accornting and Staffing Indushy
After living abroad for a few years, Rania developed a passion for Staffing and Finance business. She joiued a large courpany in 2002 and had the opportunity to wolk all over tbe world with individuals and Corporations. In 2016, she formed Sunshine Enterprise USA with the initial intention of working with just Recruihnent, Staffing, aud Payroll Services.
She started servicing clients in response to the varied work climate that accompauied the conshuction, utilities, envilonmental and civil engineering indushies. The constant disparities in workloads, varying contract locations, seasonal requirements and periodic need for specialists or professionals with turique skills makes it diffrcult to maintain proper staffing levels in these sectors. Understanding these recturing niche industry problems, Rania was chartered to serve the staffing needs of indushies with strict repnrlatory guidelines and cyclic/seasonal hends.
Rania is results orientated professional, offering over 15 years of progressive respousibility in recruiting. Consistently recognized as sh'ategic and a change agent with the proven abilify to design, build and re-organize recruihnent tearns to meet or exceed corporate talent objectives. Resourceful decision rnaker who combines iltegrity, exenrplary leadership and proven opetational skill to lead coruplex projects fiorn conception thlougl courpletion.
Motivated by qualify and the custorner experience, looks for out-of-the-box solutions in delivering best practice results.
Emall
[email protected]
Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 264
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Sam Faragalla, MA, SHRM-SCP
Vice President, Marketing and Business Development
Project managel and liaison officel for this bid
Saru Faragalla, MA, SHRM-SCP is an expert in the Staffing and Recruifnent industry, He is Human Resoulces Executive with over 15 years of comprehensive hrunan lesoluces experience including staffing, recruiment and retention, conflict resolution, change managemetrt, labor relations and benefits administration. Proven expedence collaboratiug with senior management to conduct Human Resotuces strategic planning in order to support and fluther corporate goals.
Possess broad knowledge of human resources iu a variety of sectors including union and non-union environments and Fortme 500 companies with a large number of exempt/non-exempt employees.
Demonsffated experience initiating cost contaiilnent strategies resulting in significant savings. Excellent ability to address and implernent sfrategic plans for talent acquisition. rcteution and succession plaruring. Proven skills in labor and employrnent law including complaint investigation to thwart legal action. tn
Operations Management
Training & Development
Employee Relations
He has been involved with his current and previous employers in a varief of projects. These projects include both public and private sectol worh as either a prirne or subcontractor. Public projects were large bid projects. These projects range from less than $100M to in excess of $600 million, individually.
Also, as part of his background, he has worked overseas in Oil & Gas then locally in Transit, Transportation and Heavy Civil Construction indusnies. Regardless of titles, all the roles he has filled has been "Hands-On" with day-to-day involvement fur routine tasks, as well as managing the Business and trrojects. He has a strong expefiise ir:
o Executive Recnrihnent Indusfiies (Utilities. In&astrucnue, Environrnental.
Marine, Constructiott. Oil & Gas. Mmufactuing and Industrial) o Recruitnent and retentiol
o Employee relations andmediation
o Handbooks. policies and procedwes
o Total Rewards and Benefits management
o Morale and comururications
e Mentoring and counsel of staff and management
o Employnent law & Legal compliatrce issues
o Perfonuancemanag€ment
o Diversity and Inclusion
. Corporate Social Responsibility
Sam maintains SHRM- Senior Certified Professional HR certifications that is along witlt his Master and Bachelor Degree.
Compensation/Benefi ts Design
Harassment/EEo Compliance
Policy Desigu & Adrninisfration
Emall
[email protected]
Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, FL 32751
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04/08/2025 Item No.11.
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ANDREW CHO
Senior Recruitment Specialist / Operations Manager
EXECUTIVE SUMMARY
Andrew has quickly established himself as a key contributor at Sunshine Enterprise USA, leveraging his diverse experience and exceptional adaptability. With six years of experience teaching and managing small- scale projects in the education field in South Korea, Andrew honed his ability to navigate complex stakeholder dynamics while maintaining high ethical standards. His time in education cultivated a strong work ethic, exceptional organizational skills, and a talent for engaging effectively with employees, clients, and stakeholders.
Andrew's human-centric approach to recruitment and operations fosters trust among candidates, workers, and clients alike. His focus on creating win-win outcomes ensures that business objectives are met without compromising the needs of the individuals and organizations he supports. This balance has been instrumental in driving Sunshine Enterprise's growth and maintaining its reputation for excellence.
Professional Experience
o Establishes and maintains clear communication with clients to understand and direct recruitment .
needs, ensuring alignment with their organizational goals. r lmplements streamlined recruitment processes and best practices to improve candidate placement success rates and reduce timeto-fillfor critical positions. a
o Trains and mentors recruiters, equipping them with the skills and knowledge to succeed in sourcing and onboarding candidates for job readiness.
a
r Monitors recruitment metrics and team performance, identifying areas for improvement to enhance overall efficiency and client satisfaction.
a
r Contributes to key business functions, including payroll management, ensuring smooth operations across Sunshine Enterprise's diverse service offerings.
Education
University of Toronto - Bachelor's degree in Mental Health Studies Emall
[email protected]
Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, fL 32751Page 266
04/08/2025 Item No.11.
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FEDERICO REYES, BS-HRM, MBA
Rf,CRUITMENT MANAGER and Business Development
Assistant ProJect Manager for this bid
Federico is a Recruitment and Human Resources Professional with over 20 years of experience. he specializes in delivering tailored rccruihnent solutions for small and medium-sized enterprises ud Multinational Companies. He has expertise spans actoss diverse sectols, including Healthcare, Consumer Goods, Infomration Technology, Finance, Telecommurications, and Management Consulting (Executive Search). He is passionate about designing and implernenting comprehensive Full Cycle 3600 Recruitnent Processes that cater to both B2B and B2C environments. Tluough his stong analytical capabilities. he is able to effectively interpret data to make infonned, strategic decisions that drive tangible busiuess otltcotues.
With a blend of business and tecluical acunen, he holds a Bachelor of Arts in Human Resoruces Management, a Diploma in Organizational Development, and have conrpleted coru'sework toward a Master's in Business Administration (MBA). Over the coruse of his career. he has accunulated a wealth of experience across multiple industries, with a specific focus on Htunan Resources and Recruiunent, particularly with some of the top MNC's and competitive Executive Search Finns.
Experience & Global Reach:
. Over 20 years of experience in Human Resotuces and Recruitment actoss indusnies such as IT, Finance, Telecoms, Healthcare, aud Cottsulting.
. Expertise in recruiting and sorucing top talent fiom key global regions, including the GCC (Middle East), North Arnerica, Latin America. EMEA, Asia Pacific, and the United Kilgdour.
. Extensive experience in end-to-end B2B rccnritment and talent sorucing in the UAE (3 years) and the GCC region (8 yeats).
Sh'engths & Competencies:
Multi-Industry Expertise: hoficient in recruiting for a wide range of positions, ftom enty- level to executive roles. tuing Courpetency-Based Intewiewing tecluriques.
Tearn Leadership: He excels in leading, inspiriug, and mentorfuig teams to achieve recruitment and sales goals while fostering a positive. collaborative environment.
Teclurological Proficiency: A tech-sawy recruitet, skilled in using a variety of recruiturent technologies and platfouns, including: ATSICRM platfonns: Workday, Peoplefluent, HubSpot, Salesforce, Infor, Taleo, JIBE. Bullhom Reach, Loxo, and more.
Recruitment Tools: Lilkedln Recruiter. Linkedln Sales Navigator, Linkedln Talent Insigltts, Dice, Monster, CareerBuilder, Naulaigulf, Gulf Talent, Bayt, and others.
Relationsldp Building: He has a natural ability to establish rapport and build trust with both clients and candidates. consistently delivering key business objectives.
With a proveil Eack rccord of success, he is committed to helping businesses tluive by securing top talent that drives powth and innovation. His approach blends industry insiglrts with a deep rutderstanding of lecruinnent strategies to deliver iurpactful results that elevate organizational success. a
Emall
[email protected]
Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 267
04/08/2025 Item No.11.
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Malur Joshi - B.Com, MBA (IIR)
Recruitment Manager for this bid
Mapu Joshi is an accomplished Recnrinnent Manager with 12+ years of extensive expedence asoss urultiple regions, ilcluding the USA, GCC, Asia, and Southeast Asia. He has successfully led tearns of both senior and junior recnriters. overseeiug key aspects of the recnrituent process such as client relationship nalragement. resurne screening, headlnurting, and more.
With years of experience in talent acquisition, Mapu has developed a strong urderstanding of global recruitment strategies and has consistently delivered top-tier candidates to meet diveme business needs. His expertise spans vadous sectors and industries, allowing him to drive recruitnent initiatives and suppotl organizational growth effectively.
Maytu excels in buildilg strong client relationships and optiruizing recnritrnent processes to aligtt with organizational goals. His leadership has driven successflll strategies for talent acquisition. retention, and succession planning. contributing to long-tenn business success.
F.rpsrlirgiu
Global Recruifiuent Management Team Management
Client Relationship Management Head Hurting
Hrunan Resoulces Strategic Planning Cost Contairunent & Savings Strategies Mayru Joshi has extensive experience in recnritment management. having led and executed a wide tange of recruiturent projects across both public and private sectors. His experlise spans across bulk hirhg, overseas hiring. headhturting, lateral hiring, domafur-specific rccruitment, and manpower plannilg. With a solid uack record of closing high-volurue recruitment efforts. Mayru has successfully uranaged the hiring process for diverse indusuies and toles.
Tftroughout his career. Mayur has demonsfiated exceptional hands-on involvement h the day-to-day recruitment operations, ensruilg seaurless talent acquisition processes while also managfuig broader business objectives. His recruitrnent experience includes working across sectors like Oil & Gas. Transit, Transporlation, Heavy Civil Constnrction, Manufacnuing, and IT, rnaking him proficient in recmiting for both technical and non-teclurical roles.
Soure ofhis key areas ofexpefiise include:
. Bulk Hiring & High-Voluue Recruihnent
e Overseas & Intemational Hiring
. Headhrurting & Taleirt Soruting
o Lateral & Domain-Specific Hirfug
. Manpower Plaruring & Resou'ce Allocation
o Recruitment & Retention Strategies
r Employee Relations & Mediatiott
r Total Rewards & Benefits Manageurent
o Morale Buildfurg & Intemal Conununications
o Mentoring & Staff Development
. Employment Law & Legal Compliance
r Diversity & Inclusiott lnitiatives
Maytu's experience in uranaging recruitment teaurs and aligning talent acquisition strategies with business needs lms resulted in the successful recruihnent of top-tier talent across various industries, helpittg organizations achieve their long-tenn goals.
Email
[email protected]
: Phone
+971528239931
Address
35H Cold Tower DMCC
Dubai, UAEPage 268
04/08/2025 Item No.11.
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Amy Pelland
Senior Executive Recruiter
Aruy is a Recruiting and IIR professional with years of progressive experieuce identi$ing individuals' shengths.
With a Bachelor of Science from Florida Intemational
University, she begar her career after college as a Career Services Coordinator at a well-known Cornputer Sciences School. Arny has placed over 250 successftil candidates covering all areas of public sector executive search
includilg city, coturty, state, special district, and regional govenrments.
Profe s s i o n o I E xp efi en c e
I In addition to recruiting experience Arny is also a Veteran and served 6 yeals in the US Air Force as a Medic. She has served her corurtry but stateside and overseas to include a deployment to Afghanistan.
I Conducting public sector recnriturents for executive level positions (includes upper- and rnid-rnanagement, deparlment directors, arrd corutcil/board appointed positions).
I Managing entire recnriturent process: develop and strbmit responses to ptoposals, meet with clients to rurderstand theil recruitment needs and develop a project plan, develop malketing brochrues for recruihnents, place adverlisements, and research and identi$r potential candidates. Proactively contact potential candidates; market the position to them. Conduct screening interuiews. Facilitate the entile interview process. Perfotm thorough reference checks and oversee extensive backpeorurd checks on candidates.
Negotiate emplolnnent agreements.
Education
I Westem Governors University: Bachelor of Science in Hunan Resotu'ces Managernent Email
[email protected]
Phone
407-636-2982
Address
500 Winderley Pl.,5t 218,
Maitland, fL 3275'lPage 269
04/08/2025 Item No.11.
5f{r
;(SUNSHINE,.1,}'/flENtERPRrs€ usA
Isabella Vicentelo
Exeoutive Recruiter
Isabella is a tenued executive recnriter with a proven history connecting talent with orn regional and uationwide clients. Shong experience in Hospitality, Sales, Executive Search, Client Relationship Management, Candidate Interactions and Team Building. She has passion to find the right fit for both clients and candidates. Her mission as an executive rectuiter is to identiS potential, motivation and passion in my candidates and change their lives by offering them an opporturity to work alongside with great leaders, mentors, and enheprenelus - willing to bain, encoru'age and recognize gleat talent. By nutuling the potential and talent of an individual, organizations can build gpeat winning teams.
Profes sion al Experi en ee
I Her focus is recruiting great people for great clients nationwide in the digital analytics side of marketing, and executive positions within the conshuction, IT, Healthcare industries along with govemment Sector.
I Isabella's extensive sales, malketing, and business development experience spans a wide swath of industries, which include, ftnance, medical, secuity, staffing, events, entertairunent, hospitality, and tourism. He fully immerses himself into every role, to gain a better urderstanding of indusby mechanics. This measured practice enables Christopher to firnction as an insightfirl, efficient, and shategic membet of any team.
I In every forrner position, Isabella was assigned three primary firnctions/responsibilities.
Filstly, he served in a business developrnent and community relations capacity, forgng alliances with industry leaders and peripheral service partners. His secondary capacity was marketing; responsible for creation, management, and maintenance of the company image - which included branding, advertising, design, and promotions. Lastly, Chlistopher frurctioned as a sales manager, responsible for drafting proposals, negotiating tenns, and bidding/crafting contracts.
Educalion
I Bachelor's degree in Criminal Justice from The University of Anna G Mendes and is pursuing her Master Degree in Social Scienees.
Emall
[email protected]
Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 270
04/08/2025 Item No.11.
...: : ':),
,iSUNSHINE
:. ENTERPRISE USA
Nada Zaitoon
Executive Recruiter
Ms. Zaitoon has 2 years of professional corxulting and
malketing expedence in public sector lnuuan resotuces,
including experience in the aleas of project uranagement. ruarketing conumurications. admiuistration, and eurployee recnritment. She has worked as a SEU consultant for rnore than ten yeals, where she has managed or completed a
wide variety of projects for SEU subject uratter experts and serrior executive staff.
Professional Experience
I Conducts recmitments for various positions for public sector clients.
I Assisted the SEU Executive Search teaut as an Associate Recntiter. Wrote adverlising copy. recruihuent brocllne text, did ernail outreach, built target candidate lists based on candidate requilements, researched other sotuces for outreach and candidate pools. conducted screening interviews, helped facilitate candidate interviews, artd perfouned candidafe reference checks.
I Serued as liaison for inter:ral busiuess units collaborating on long-tenn marketirtg plarx and strategies. Worked closely rvith unit managers. coordilators. vendors and staff supporl the organization's rnission and direction.
I Managed SEU's Webinar Series. Worked with business units to develop monthly webinar calendar highlightirg experlise of S EU consultants and diverse services.
Modemtes ruonthly sessious.
I Chaired Qualification Appraisal Panels (QAPs) for the Merit System Services contract.
Lead stnrctrued interviews for social serices candidates. Worked with panel rnernbets fi'om client counties to ensrue an uubiased rating process accotding to merit priuciples.
Reviewed rating scales. discussed failing scoles, and various types of rating errors r'vitlt panel rnenrbers. Served on rating panel.
I Conducted client visits to public agencies in FL and Califomia to ertsure that client leeds are met. Relayed any service issues or gdevauces to appropriate service ruarlager. Infomrs and educates clients on SEU prodttcts aud services. Researched onliue data to pursue potential tlew areas of pnowth.
Edacalion
I Florida State University: Bachelor's of Science in Intenrational Relatiorrs and Affairs Email
[email protected]
Phone
407 -616-2982
Address
500 Winderley Pl., 5t 218,
Maitland, FL 32751Page 271
04/08/2025 Item No.11.
l-*f-tl*"
:(SUNSHINE'b)70.+tnttoPRrsE usa
Helen Blondel
Senior Executive Recruiter
Helen is a Recruiting and HR professional with years of progressive experience identifuing individuals' sh'engths.
With a Bachelor of Science from Florida Intemational
University, she began her caleer after college as a Career Services Coordiuator at a well-known Computer Sciences
School, where she successfully placed 360* executives in various professional capacities. She facilitated the hiring process for 50+ ernployers by providing recruiters relevalt resumes of qualified applicants with timely follow up.
Profe s s i on al Exp eri en ce
t In her subsequent roles, she cornposed job descriptious and orientation checklists for over 200* positions in the Transit, Transportatio& Conshuctioq Healthcare, aud Hospitality industlies. Helen also coordinated career fairs, orientations, and other company events.
I Slre has extensive experience witb, and a strong reqpect for confidentiality, as she also specialized in Labor Relations for the most higfu-profile toruistic property in Miami Beach. There, she maintained exfiemely sensitive employee infomration, listened to both sides of employee and employer concerns, reduced the mrmber of urion gtievances on a monthly basis tlu'oupdr effective cormnunication with trnion representatives and thorouglr adherence to the Collective Bargaining Agreement, and ultimately resolved significant Labor issues that would otherwise have been escalated.
I With her years of experience leading orientations for new hires in the Heavy Civil Conshuction & Technology indush'ies and beyond, she eonducts 100+ hterviews ruontlrly for associate, enby-level, and executive-level roles. She is cotunitted to m6lghing jobseekers to theil dream opportturities, and enrployers to tlreir ideal candidates
Education
t Florida Intemational University: Bachelor of Science Degueee in Hospitalify & Torujsrn.
Email
[email protected]
Phone
407 -636-2982
Address
500 Winderley Pl., St 218,
Maitland, FL 32751
04/08/2025 Item No.11.
-.t'k;(SUNSHINE'.e)6re *teoPnrsc u3A
REQTJEST FOR PROPOSALS
EXECUTIVE SEARCH FIRM SERVICES
CITY OF FOLSOM
Signahrre
FEBRUARY 12,2025
6. CONFLICT OF INTERBST
A.. Ccnflicf of fnferest Slaf eme nf
Sunshine Enterprise USALLC is committed to maintaining the highest standards of intepgity and ttansparency in all oru'business dealings. After a thorough review we confirm that therc are no conflicts of iuterest between Sunshine Enterprise USALLC and the City of Folsom, or with any of the candidates we propose for your consideration.
Oru finn operates independently and does not have any financial, personal, or professional relationships that could improperly influence our services or the candidates we recommend. We ensgre that all otu recruitlent and staffing processes are conducted impartially and in the best interest of oru clients.
Should any potential conflicts of interest arise in tlre futtue, we pledge to disclose them promptly and take appropriate measures to address thern in accordance with oru ethical guidelines and the requirements of the City of Folsom.
Authorized Name:
Position:
On behalf of:
Rania G Haura
President
Surshine Enterprise USA
..t Email
info@seu-usa,com
i Phone
407-536-2982
Address
500 wlnderley Pl.,5t 218,
Maitland, fL 32751
04/08/2025 Item No.11.
J'k.;(SUNSI{INE
ilrzr.rt*tt*PnrsE usA
REQUEST FOR PROPOSALS
EXECUTIVE SEARCH FIRM SERVICES
CITY OF FOLSOM
FEBRUARY 12,2025
FTNANCIAL CAPABILITIES, RESOURCES, CTISTOMER SERVICES AND
QLTALITY CONTROL
Srmsfuine Enterprise USA "Bidder" hereby warrants that we ale financially strong and stable aud have the necessary resources, human and finaucial, bouding capacity to provide the services at the level required by the Clients.
Sunshine Enterprise the sh'ong financial stlength to do business with the Client. Efficiency and cost control ale keys of SEU success. SEU Management Team monitors the financial strength of the business on an on-going basis. Placing increased focus ol the key areas of business profitability, liquidity and solvency to have a positive impact on our financial strengfh and bottom line. One of our best athibutes are:
. Sh'ong employee attifudes.
. Excellent customer service.
. Lalge malket share.
. Personal relationships with customers.
. Highly efficient, low-cost operation'
. High integrity.
Sturshine Enterprise USA assigns, if we are the successfirl bidder, Sarn Famgalla to be the one person desigpated to act as primary liaison between the Strnshine Enterprise USA and the Hiring Manager.
In addition, an altemate will be desigrated to act in the temporary absence of that pdmary liaison.
We hereby confinn that we do not have any financial shortfalls including without limitatiol any pending balrknrptcy proceedings, bankruptcies, receiverships, mergers, acquisitions, stock acquisitions or spin-offs which have occtuted within the last years and/ot any rnaterial pending or tlueatened litigation.
Signatru'e:
AuthorizedName:
Position:
On behalf of:
Rania G Hanna
President
Surshine Enterprise USA
Emall
[email protected]
Phone
407-636-2982
Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 274
04/08/2025 Item No.11.
A
EAIRWINDS
CREDIT UNION
RE Sameh S. Faragalla
Rania G. Hanna
Sunshine Enterprise USA LLC
This letter is to inform you that the above referenced clients have been members of Fairwinds Credit Union since August 4,2015. All accounts are in good standing and have been handled as agreed for the entire time period.
Please contact me if you should need any additional information.
YoU'
Justin Sienkiewicz
VP Branch Manager
Credit Union
FAIRWINDS
407-277-5045
j sienkiewicz@fairwinds. org
1475 Tuskawilla Rd. Winter Springs, FL 32708
pxout 4O7.277.5045 lror-L rne r 800.443.6887 lrax 407.658.7937 fairwinds.org
04/08/2025 Item No.11.
=ffi*.HrNEirr--ilaat " t t * P R I 5 E usA
REQUEST FOR PROPOSALS
EXECUTIVE SEARCH FIRM SERVICES
CITY OF FOLSOM
Signetue:
FEBRUARY 12,2025
7. OTHER RELEVANT INFORMATION
Sunshine Enterprise USA LLC is pleased to enclose the following pages, which contain our licenses and certifications that are relevant to the Request for Proposal @FP) issued by the City of Folsom.
These documents demonstrate our compliance with industry standards and our commitment to maintaining the highest levels of professional qualifications.
We believe that these licenses and certifications will provide assurance of our capability to meet the requirements and expectations outlined in the RFP.
AuthorizedNeme:
Position:
On behalf of.
Rania G Harma
President
Suashine Enterprise USA
--l Email
[email protected]
I Phone l,Address
5oo Winderley Pl., 5t ?'l 8,
Maitland, FL 32751
407-636-2982
04/08/2025 Item No.11.
State of Florida
Department of State
I certiff from the records of this office that SUNSHINE ENTERPRISE USA L.L.C. is a limited liability company organizedunder the laws of the State of Florida, filed on Jwe 29, 2017 , effective July 1, 2017 .
The document number of this limited liability company is L17000140922.
I further certiff that said limited liability company has paid all fees due this office through December 31,2024, that its most recent annual report was filed on February 9,2024, and that its status is active.
Given under my hand andthe
Great Seal of the Stute of Florida
at Tallahassee, the Capital, this
the Ninth day of February, 2024
Seuetnry of
Tracking Number: 4665995859CC
To authenticate this certificate,visit the following site,enter this number, and then follow the instructions displayed.
https://seruices.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication
04/08/2025 Item No.11.
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STATE OF CALIFORNIA
Office of the Secretary of State
REGISTRATION
OUT.OF-STATE LIMITED LIABILITY COMPANY
Calibrnia Secretary of State
1500 llth Street
Sacramento, Calibrnia 95814
(916) 653-3516
For Offlce Use Only
.FILED.
File No.:202358510079
Dete Flled: 812112023
Lhnited Liabifty Company Name
Limited Uability Company Name Sunshine Enterprise USA LLC Jurisdiction
Limited Uability Company is Formed in FLORIDA
Authority Statement
This LLC currently has powers and privileges to conduct business in the state, foreign country or other iurisdiction entered above.
Street Address ol Principal Office of LLC
Pdncipal Address 5OOWNDERLEY PI.ACE
SUITE 218
MAITIAND, FL3275T
Maitng Address ol LLC
Mailing Address
Attention
5OO WNDERLEY PLACE
SUITE 218
MAITI.AND, FL3275L
SAM FARAGALTA
Sireet Address ol Calitotnh Otfice ot LLC
Street Address of California Office 2OO E. SANTA CI-ARA ST, 4TH FLOOR - TOVVER SAN JOSE, CA 95113
Agent fur sewice of Process
Agent Name
Agent Address
Sam Faragalla
2OO E. SANTA CISRA ST, 4TH FLOOR -TOVT'ER
SAN JOSE, CA 95113
consent to Service of Process
The secretary of state is appointed as the agent of the foreign (ouFof-state) limited liability company for service of process if the agent has resigned and has not been replaced or if the agent cannot be found or served with the exercise of reasonable diligence.
Consent to service of process extends to service of process directed to the foreign (out-of-state) limited liability company's agent in this state for a search warrant issued pursuant to California Penal Code section L524.2, or for any olher validly issued and properly served search warrant, for records or documents that are in the possession of the foreign (out-of-state) limited liability company and are located inside or outside of this state. This shall apply to a foreign (out-of-state) limited liability company that is a parly or a nonparty to the matter for which the search warrint is soughl. For purposes of this consent "properly served" means delivered by hand, or in a manner reasonably allowing for prool of delivery if delivered by United States mail, overnight delivery service, facsimile, or any other means specified by the foreign (out-of-state) limited liability company, including email or submission via an Internet web portal, the foreign (out-of-state) limited liability company has designated for the purpose of service of process.
04/08/2025 Item No.11.
Electronic Signature
� By signing, I affirm under penalty of perjury that the inform�ion herein is true and correct and that I am authorized to sign on behalf of the out-of-state LLC.
Sam Faragalla 0812112023
Signature Date
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04/08/2025 Item No.11.
,"- llU'9 Request for Taxpayer
ldentlflcatlon Number and Gertlficatlon
Oo to warrw.rt&goylFomVl9lor lnstructlons and thc latest informatlon.
Give form to the
requesler. Do not
send to the lRS.
(Rsv. March 2024)
Department ot the Treasury
For related to the Form W-9, see Purpose of Form, below, I Name of sntlty/lndlviduat. An enty is r€qulred. (For a sole proprietor or dlsregardod enilty, ent€r ths owneds name on llne 1, and €nter th€ buslness/disregarded entlty's name on llne 2.)
USA
2 Buslness name/dlsr€gatded snllty name, lf dlffersnt trom above. 4 Exempdons (codss apply only to
c€rlaln enlltlos, not lndlvlduals;
s€e lnstructions on page 3):
Exempt payae code (lf any)
ct
oErct
CL
co
dEg'8€t)
OEsB.ES
o.,9
:E
$ooU'
Exemptlon from
Compllanc€ Act
code (l any)
Forelgn Account Tax
(FATCA) reportlng
(Applles to accounts malnts.lned
ouasrde ths Un ted StatesJ
Requostsr'B name and address (optlonal)
7 Ust account numb€(s) h€re (optlonal)
Enler your TIN in the appropriate box. The TIN provided must match the name glven on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resldent allen, sole proprietor, or dlsregarded entfty, see the lnstructions lor Part l, lat€r. For other entltles, lt ls your employer identlflcatlon number (ElN). ll you do not have a number, see How to get d IlN, later.
Note: lf the account is ln moro than one namo, see the instructions lor llne 1. See also What Namo and Number To Glve the Requaster for guldellnes on whose numb€r to gnl€r. or
3a Check the approprlato box for toderal tax classllication ot the endty/indlvidual only ono of lhe followlng gsven boxo8.
! lndlvtauayeole proprletor I C corporalon I S corporatlon f] Partnerstrtp n TrusVostat€ E Uf-C. Ent€r lhe ta,\ classllloatlon (C = C corporauon, S = S corporauon, P = Pannershlp) S Nob! Ch€ck the "LLC" box above and, in tho €fl|ry spac€, 6nt€t th€ apprcpdate codo (C, S, or e1 ior ttre tax classificallon ol the LLC, unle$ it is a disregarded entlty. A dlsr€gard6d entity should inst€ad check the appropriate box for the tax clagslffcatlon of lts ownsr.
n otner (see in6tructlons)
whosE namo is entered on llne 1, Check
3b lf on lln€ 3a you checkod "Partnership" or'TrusVestate," or checked 'LLC" and enter€d 'P" as ils tax classification, and you are providing this form io a parlnership, trust, or estate in which you have an owne6hip interest, oheck thls box ll you have any forslgn pattners, ownsrs, ot b€neflclaiies. Ss€ instructions n 5 Addr€ss (numbsr, streot, and apt. or sulto no.). S€e instructlons.
Place Suitte 218
FL 32751
0 Clty, slatg, andZlPcode
Part I
Part ll
Under penalties of perJury, I certily that:
1, The number shown on ihis form is my correct taxpayer identification number (or I am waiting for a numb€r to be issued to me); and
2. I am not sublecl to backup wlthholdlng because (a) I am exempt from backup withholdlng. or (b) I havo not bo€n noilfied by the lntemal Revenue Servlce flRSj ttrat I am subJoct to backup withholding as a result of a failure to r€port all lnt€rest or dlvidonds, or (c) the IRS has notlfied me that I am no longer subject to backup withholding; and
3, I am a U,S. citizen or other U,S. person (defined below); and
4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is conect' Certfcadon lnstructlons. You must cro6s oui ltem 2 above lf you have been notitlod by the IRS that you are cunontly subl€ct to backup wlthholdlng becauso you have failed to r€port all intor€st and dlvidends on your tax rsturn. For real €state transacllons, lt€m 2 does not apply. For mortgage interest paid, acqulsltlon or abandonmenl ol secured propgrty, cancellalion of debt, contributlons to an indlvidual retirement anangement (lRA), and, generally, payments othar than interesl and
Sign
Here
Signrturc ot
U,g, percon
ar6 not to the but must consct TlN. See the inslructions for Parl later General lnstructions
Seclion relerences are to the lntemal Revenue Code unless otherwise noted.
Future developmentc. For the latest inlormation about developments related to Form W-9 and hs instructions, such as legislation enacted after they were published, go to www.irs,govlFormW9.
What's New
Une 3a has been modiffed to clarify how a disregarded entity completes this lin€. An LLC that ig a dieregarded entity ehould check lhe appropriatg box for the tax classiflcation of its ownor' 0then rise, it should check the "LLC" box and ontor ils appropriate tax claseificaiion.
Dare 0412012024
New line 3b has bsen added to this form. A llow-through €ntity is required to complete this line to indicate that lt has direct or indirect foreign partners, own6rs, or baneficiaries when it provides the Form W-9 to anothsr llow-through entity in which ft has an ownership interest. This change is intended to provide a flow-through entity with information regarding the status ol its indirect foreign partnors, owners, or benelioiaries, so that it can satisfy any applicable reporting requirements. For example, a partnership that has any indirect loreign partners may be required to complete Schedules K-2 and K-3. See the Partnership lnstructions for Schedules K-2 and K-3 (Form 1065).
Purpose of Form
An individual or ontity (Form W-9 requester) who is required to file an information relurn with the IRS is givlng you ihis form because they Cat. No.10231X Fom W-9 {Rev.3-2024)
04/08/2025 Item No.11.
PORTAUTHOIlITVNY NJ
AIR LAND RAIL SEA
Decenrber 14,2OZl
Ms. RaniaHamra
hesidelt
Sunshine Entet'prise USA, LLC
2759 Meadow Sage Corut
Oviedo, FL 32765
Re: Wornen-ownedBusinessEnterprise(W"BE)Certification
Type: Consultants
Dear Ms. Hama
We are pleased to inform you that The Port Authority of I.IY & NJ has certified your business to participate in the agency's Wornen-owned Business Enterprise (WBE) program. Sunshine Enterprise USA, LLC, has been included in The Port Authority of NY & NJ's on-line directory of Certified MWBEs, which can be accessed at
htus://panlmj.diversitysoftware.conrlFrontEnd/SearchCertifiedDirectory.
Please be advised that we periodically review all cefiifications and reserve the rigltt to decertiS any fimt that no longer meets our guidelines. You mrst notiff the Offlrce of Diversity urd Incltrsion in writing within 30 days of any significant changes to your business. These include, but are not lhfted to. a change of officers, dilectors, location and business nalne. Faihue to advise us of these chatrges can result in decertification of your business.
Tlris certification will remain in effect for five years or until Decernber 14,2026, after which you illllst submit a receftification application with supporling documentation. The application can be accessed fiom our Web site: www.PANYNJSD.com
If you have any questions regarding you certification, you may contact me at (212) 435-7888 or via email at certhelp@BanFrj. gov.
Sincerely,
tt&fil,!{hup+:t(! :::'\'-* -
Verouica McCauley
Certification Analyst
Office of Diversify & hrcltuiou
ITY
wotrtEN-owNCD
BUSTNESS
ETITENPRl6E
CERTIFIED
Pleasebesure'oaddM-ottt.oficialsvstemenailaddt'e8s'to!oursaJfesenderlistso vou don'l miss any nlnttot* from u.t.
2 Montgomery Streel, 2d Floor I Jersey City, NJ 07302 I T: 212-435-7888 I [email protected]
04/08/2025 Item No.11.
View @!Ed liccc idmdion af Ftuidabeal*'s'fu.pw LICENSE* 2963 CERTIFICATE* 9056
State of Florida
AGENCY FOR HEAI.JTH CARE ADM
DTVISIONI OF HEAL'IT{ CARE POLICY AND OVERSIGFIT
Health Care Services Pool
REGISTERED
This is to confrm ftat SITNSHINE ENTERPRISE USA L-L.C- has complied with Chapter 400, Part DL rules of the State of Florida md is autfuorized to op€rate fte following:
SI}NSHII\TE ENTERPRISE USA LLC
500 Winderley Pl Ste 218
I\daitlan4 W 327 5l-7 4A7
EFFECITVE DATE: r0ltT 120?.3
E)GIRAIION DATE: l0l 16/2025
JasonWeida Secrary
04/08/2025 Item No.11.
Florida
Equal Business Opportunity (EBOI
Certification Program
This is to certifo that in accordance with City of Tampa Ordinance 2ot7 28, Chapter 26.5, Equal Business opportunity Program SUNSI{INE ENTERPRISE USA t.t.C.
is hereby certified as a
Women Business EnterPrise (WBEI
ln the following specialty(ies)
Employment Agency and Search Firm Service
The certification is valid from November t,2024to November 1,2O26 Updates for recertification are required prior to the expiration date listed above, tf at any time changes are made in the firm that are not :n concert with our eligibility requirements, you agree to report those changes to us for evaluation. The Gity of Tampa reserves the right to terminate this certification at anytime it determines eligibility requirements are not being met. t'
Bertha M" Mitchell, Manager
City of Tampa Equal Business Opportunity
04/08/2025 Item No.11.
.
W'ontiln Busit?css
Certtficutiort
Sunshine Enterprise USA LLC
Is cerffied under the provisions of
287 and295.187, Florida Statutes, for a period from:
Olllll2023 t, r Olllllzoz5
J. Todd Inman
Florida Department of Management Services
Office of Supplier DiversitY
4O50 Esplanade Way, Suite 38O
Tallahassee, FL 32399
85M7-0915
www.dms. myflorida.com/osdr * oSUPPLIER0IVIRSIIY
04/08/2025 Item No.11.
FD-7
BRIEfiIR
r-EE
GREATER ORLANDO
AVIATION AUTHORITY
JACKSONVI LLE
TRANSPORTATION
AUTHORITYtww %
('-'
DISAD\4IIYTAGEDBUSIITESS (DBE)
CEBIFISIIIE, OF EIJCIBtr.TTf
SUNSHINE ENTERPRISE USA LLC
MEETS THE REQUIREMENTS OF 49 CFR, PART 26
APPROVED NAICS CODES:
541612,561311, 561312
Samuel Febres (Sammy)
DBE & Small Business Developmenl Manager
Florido Departme nt of Transportafion
04/08/2025 Item No.11.
PLEASE NOTE: THOUdH DBE CERTTFTCATION DOES NOT EXPIRE, TO KEEP DBE SIATUS, YOU NEED TO FILE A NO CHANGE DECLARATION AND COMPLETE BUS'NESS TAX RETURA' FORMS YEARLY; ON THE ANNIVERSARY OF YOUR CERTIFICATION.
ANNIVERSARY DATE - Annually on 12117
The Florida Department of Transportation (Department) has certified,
SUA'SH'NE ENTERPR'SE USA LLC
under the Florida's [Jnified Certification Program (UCP) as a Disadvantaged Business Enterprise (DBE), in accordance with Title 49 Part 26, Code of Federal Regulations (CFR).
DBE Gertification does not expire. lt is contingent upon the firm maintaining eligibility annually through this office. We will notify Owners of their responsibilities in advance of the anniversary date.
We have listed the firm in the Florida's DBE Certification Directory, found at the following link:
httos://fd 02.dot-state.fl.us/EoualOooortunitvOfficeBusinessDirectory Prime contractors and consultants must verify the firm's DBE certification status, and identify eligible work area(s) through the Directory. The Department makes available DBE Support Service Providers, offering managerial and technical assistance at no cost.
Contact us at (850) 414-4747 or via email [email protected] with your questions or concerns. Thank you.
b
Samuel Febres (Sammy)
DBE & Small Business Development Manager
Equal Opportunity Office
04/08/2025 Item No.11.
SUNSHENnl
CERTIFICATE OF LIABILITY INSURANCE
0ATE {MIilDO/YYYY}
7E1nO24
THIS CERTIFICATE I3 ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY Ai/IEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOllt. THIS CERTTFTCATE OF TNSURANCE DOES NOT CONSTITUTE A COI'ITRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED NO RIGHTS UPON THE CERTIFICATE TIOLDER. THIS
REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. lMPoRTANT:lfthecertepolicy(ies}musthaveAoDlTloNAL!NsuREDprovisionsorbeendorsed, lf suBRoGATloN ls wAlvED, subject to the terms and conditions of the policy, certain policies may require an endorsement A staiement on this cerlificate does not conler righls to the certiticale holder in lieu of such €ndorsement(s). rNsuRER(SJ AFf ORO!ilG COVERAGE_
tNsuRER A : Philadelphia lndemnity lnsurance Company
rNsuRER B: QBE lnsurance Corporation
Cindy Staley
PHONE
(A/C. No. Exl!:
E.ltAtL
ADDRESS:
39217
INSURER E :
o:
INSURER C :
ilAlc x
18058Tampa, FL 33607
Maifand FL32751
PROOUCER
Dr
INSURED
Sunshine Enterprise USA
500 Windedey Place, Suite 218
ES c NUMBER: 1 REVISION NUMBERI SCE bEIOWtrtr
THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANOING ANY REOUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WTH RESPECT TO V\IHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES OESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS.
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
INSR I
ITP: TYPE OF INSURANCE IADDIISUBRI
lrNcn lwm I POLICY NUTIBER
I PoLIcYEFF I PoLrcYExP I
I IMMIDD'YYYYI I TMT"DDTYYYYI I lrMrTS
A x COMMERCIAL GENERAL LIASILITY
l.*,tr-*t^o. lilo""r^
GEN'T AGGRF,GATE LIMII APPLIES PER
l"o.,"rlxlitri I
I
I OTHFR
Loc
Bt1BO24 8t1t2025 EACH OCCURRENCE
DAMAGETdRENTED
.PBEMISES (Ea occutrenqe) .
MED EXP (Any on.e p€rsoll
PERSONAL & ADV INJURY
GENERAI AGGREGA1E
PRODU,CTS. COMP/OP AGG
5 r:9$.000
$ 100,000
rqjqoo
1,000,000
2,000,000
2,000,000
$
$
5 A AUTOMOBILE LIAgILIIY
ANY AUTO
OWNED
AUTOS ONLY
HIREO
AUTOS ONLY
SCHEDULED
AUIOS
NON.OWNEO
AUTOS ONLYx
8t1t2024 8nno25 s 1,000,000
BODILY INJURY (Pot pdrmn)
BODILY INJURY {Per dccldenl)
$
s
A,l
:
UMBRELLAUAB
EXCESS LIAB
x OCCUR
CLAIMS.MADE
8t1t2024 8t1t2025 EACH OCCURRENCE 5 5,000,000
AGGREGATE I
$
5,000.000
DFo x RElENTION $
WORKERS COMPEI,ISATION
AtlD EMPLOYERS' UABIUTY
ANYPROPFIElOR/PARINE R/E XECUTIVE
OFFICERTINEMBEREXCLUOEO?
(lrandalory ln NH)
It vos. dcwibe unrler
DFscRrPTtoN oF oPERAItoNs bctow
irl N'A
11t18t2023 11t18t2024
E.L EACH ACCIDEN] r,000,000
F I. DISEASF - EAEMPLOYFE 1,000,000g
E L DISEASE. POLICY LIIIIT s I,000,000
A ProfessionalLiability a8'rJ1r2U-24 UEIU1I2U25 1.000,000 Each claim 2,000,000 Aggregale DESCRtpnON OF OPERAT|ONS, LOCATIONS / VEHICLES (ACORD t0l, Addltlonal Romrl6 Schodulo, may bo .tbchod l, moru rpr@ ls roqulrcd) Certilicate holder is included as additional insured with respects to General Liability per required written contract.
HOLDER
SHOULD ANY OF THE ABOVE OESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTIGE WILL BE DELIVERED IN ACCOROANCE WIT}I THE POLICY PROVISIONS.
6:
AU'HORIZEO REPRESENTATIVE
Florida Depadment of Transportation
Disbicl-2
1109 South Marion Avenue- MS 2015
Lake City, FL 32025-587 4
ACORD 25 (2010103)
The ACORD name and logo are registered marks of ACORD @ 1988'2019 ACORD CORPORATION. All rights ro$erved.
04/08/2025 Item No.11.
Client Code: SUNSHENT3 SID: 15889104
Certificate of lnsurance (Con't)
OTHER Goverage
INSR
LTR
A
TYPE OF INSURANCE ADDL WVD
INSR SUBR
POLICY NUMBER EFFECTIVE DATE
(MilirDD/Yn
ganlt2fJi24
EXPIRATION DATE
(MM/tlD/YY)
98n112025
LIMIT
Crtme 31,000,000 tor Employee Oishonesty
&ilen ot client Propeny
Ccrtlfl catc Ol Insurancc-Cont
04/08/2025 Item No.11.
SAMPLE ADVERTISING BROCHURE
Emall
[email protected]
Phone
407-636-2982
'Address
500 Winderley Pl., St 218,
Maitland, FL 32751Page 289
04/08/2025 Item No.11.
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04/08/2025 Item No.11.
Itt
Btowdtd(outttvt\lhelTlhl.rgest(0untYinthenali0nandthese(ondIarqestinFlorida flestlerllletweenPalm Bearh and Mianu^Dade (6unlie5, it is cenlrdl l0 tl0rida's largest ntetropolitan atea wrth ntote than 6 nlilhon resident5 and a 5iqnift(ant diverse populatron of whrch 12% are loreign born. Withln the rounlt's 1,3?2 sqttare nliles aIe ll munrtipalitiet lhe laroest tn florida.
Ihe t0unty eml)loys rrearly 7,000 people rn 60 dtfferent alten(ies su(h d5 tran5p0ltdtion, dirpod, sedp0rl. hunli0 servites, plantting, atxi terrealion. The Ioutrty has an overall butiqet of $5'] llillion with a 6eneral Fund of $1 4 lrilli0n in(hrdinq (aDital intl)rovpmenls dnd pillerprlse fulds.
Nearly two- thirds of the (ounty ls llarl 0l the uncievelopeci Iverglades (oruervation Area. Broward [0u .]oasts nrore than ?l rliles of pristine Atlanlir (0aslline. and iis l)eailres atlrd(l the l0(al p0ltttlation as well "c I 'ists konl around the worlrl. With an averaqe yeat-round lelrDeralure 0f 75 degtees, Browarri (oLtnty' . 'o nrakes rt a prenrier desttnati0n for lnore lhan fourleer] nlllli0n visitors every year. lrl
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PAGE 1
atlr''
I
04/08/2025 Item No.11.
BROWARD COUNTY
Broward County featur.es an exceptional hfestyle. a diverse workforcr:, and a l:ustness-frienclly environmetrt witlt easy access Io internalional nrarkels arrci robust rnfrastructure With 23 nriles of beautiful beaclres, 3O0 nriles of irrlar.rcl waterways, arld a vibrant arts arrd ctrlture scele, it offers prenrier clirring, slropping, ancl diverse recreational activities. rnaking it ar.r ideal location for professionals and businesses
EROWARO COUNIY FASI FACIS
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Home to more tht .50 corpt . headquarterS
Brrward County r major' .rfl€se ent€r itr FL
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The most common
sectors are Health Care & Social
Assistance (127,730 people),
Retail Trade (Lt7,734 People),
and Accommodation & Food
Seruirec (79.457 neonle).
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PAGE 2
,lrlnl
cor.LrER
EROTITARO
e
04/08/2025 Item No.11.
COMMUNITY DEVELOPMENT
SE]IIIOR DIRTCTOR
PRIMARY
RESPONSIBILITIES
The Senior Direcfor, reporting to the
Chief Operating Officer, executes the
organization's advancement strategy
in line with funding priorities They
build and maintain long-term
relatronshtps wtth donors, corporate
supporters, and foundations while
leading development teams across tlle
country. Additionally, this role includes
collaborating with the Communications
team on outreach and marketing
initiatives
Primary responsibilities of the
position:
. Develop and implement a
Development plan that aligns with
annual goals while leading the
Development team to qrh:-"a
fundraising and rel; ,shiP-
building obiectivt
o Monitor solicitaii, ens{r"
consistentcoffllDUor. -'r
throughout the organazation. and
offer guidance on donor-c
marketing and communications
strategies
o Broaden funding sources. maintain
the Development database.
manage donor corresPondence and
acknowledgments, irain staff ,
oversee the CommunitY
Developrnent budget, and work
with the Finance team to monitor
revenue and exPenses.
WHAT'SIN ITFOR
YOU?
The work environment for this position is characterized by a collaborative office setting, fostering interaction with senior staff, consultants, and external ve" "hich ensures a stimulating and engaging atmospher ily'e are r ,mitted to inclusivity, providing r sonable ar mmo. ons' individuals with
disabilities. 1 rle offe -r
^rle hours ld requires
approximately 4u rcal at rinnrr ,vel, allowing for
strategic enqagemet. 'J networKlng opportunities. Join us to make .,gnr!. impac a dynamic leadership role.
IUALIFYING EDUCATION AND EXPERIENCE
Experlence: Demonstrated success over 3-5 years in major gift soticitation or strategic ptanning and communications, inctuding proven abitity to manage a Devetopment office and budget, with proficiency in Raiser's Edge'
Educatlon: Bachetor's degree or higher, with a Fund Raising Management certificate considered beneficial.
Skltls: Strong communication and writing skilts, adept at effectively conveying the organization's mission and program objectives, atong with experience in leveraging social media.
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04/08/2025 Item No.11.
EMPLOYMENT BENEFITS
The salary is supplemented by an attrar
but is not limited to.
'its package that includes
r Retirement - Florida r -elrl€Dt 5 em .S) - M Jatory 37o employee contribution. Pension or , ltment
o Defsrred Compensation 4- 'lans - . 'ax sF 3s, after-tax Roth, loan feature, Managed Accounts, Sr 'irecteL J')ts-
o Health lnsurance Visior d mote - Broward County offers a High Deductiblr ealth t-, 'lDHt-, 'nsumer Driven Health plan (CDH), dental insur;n vision ins 1ce, ar I spending accounts for Medical Expenses at, "endent
Cart
. Life lnsurance "5,OOO in h 1 life to all benefit eligible employees on the ' '.y of hr, lotionr -'rm life is available in $25.OOO increments Ur J a n, rum ot. ,-uO.
. L rve - The 'nty reL izes ten (1O) paid holidays each year' Vacation 'ual rate de, lent ori 's of public sector service (less than 5 years b. \urs per yeia :i to 10 y -ars. 12O hours per year; lo-plus years. 160 hour '. year); Annual leave hours accumulate from year to year up to a maximl af 28O hours as of the end of each year, Upon employment' sccru€ €r5 rt lrours of Sick Leave for each full month of work tame :mployees earn an Annual Leave Bonus Day for any period of 13 secutive pay periods in wlrich no sick leave has been taken r AuJitional Ptograms - Prescription Drug Plan, Medical Spending Accounts FSA. HRA and HSA. Also, Pre-paid Legal lnsurance, personal lncome Protection (Plp) Plans. Long-term Disability (LTD) and WellBeing Programs.
Detaited information outlining benefits can be viewed at- http,,/www.browa rd.org/Benef its/Pages/Def ault-a spx
I
--'
APPLICAT CN AND SELECTION PROCESS
To be considered for tlris challenging and rewarding
opportunity, please submit your cover letter, resurne, a list of three professional references (wlro will not be contacted during the initial stages), and your desired salary to samf@seu-usa com.
Your resume should detail tlre duration of your positions, along with tlre size of teams and Lrudgets you have managed. We prefer electronic submissions We look forward to revlewing your materrals!
,suN.f;lll.tlE
3!m F.Eg!llt
vP, SumnFlo EntorPtlro USA
lo0wodadoyll0d I Sulo 220 | *ltrhnd r! | 3279t
O 't {a07} €18 ?t02 C 'l (aoi 3aO 799
r . | {.orJ 8!,6 2983 E tmtg&uuro @
w *tto!!uaft
Resumes for this positton will be evaluated contirruously. Candidates who demonstrate the most relevant experience will be invited for a prel,minary screening interview with our consultant. From this group. semi-finalists will be clrosen to participate in panel interviews An appointment is expected to follow reference and background checks, which will be coordinated collaboratively with the candidates.
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iiPAGE 4
04/08/2025 Item No.11.
ATTACHMENT 7
04/08/2025 Item No.11.
WEIEP
PROPOSAL
RECRUITMENT SERVICES
CIT Y OF
Ir()T,S()N{
DISTINCTIVE BY NATURE
PUBLIC WORKS DIRECTOR
February 1O, 2o 25
04/08/2025 Item No.11.
www.wBcPlNc.coM
v.t*:
TABLE OF
CONTENTS
SUBJECT
COVER LETTER
PAGE
1-2
II. BACKGROUND/qUNIIFICATIONS 3-9
III. GUARANTEE 10
IV. ORGANIZATIONAL CHART 10
V. WBCP KEY STAFF 11-13
vt. RECRUITMENT STRATEGY / PHASES 14 - 15
VII. SCOPE OF WORK 16
VIII. RECRUITMENTTIMELINE
IX. REFERENCES 18
X. MARKETING MATERIAL EXAMPLES 18
XI. COST SHEET/TIMELINE POLICY 19
XII. OTHER 20
t
t
r
17
04/08/2025 Item No.11.
www.wBcPlNc.coM PAGE I
l. COVER LETTER..............o...............o..............o.............................o..................r February 1C.,2025
Allison Garcia
Human Resources Director
50 Natoma Street,
Folsom, CA 9563O
RE:City of Folsom - Public Works Director Recruiting Services WEIEP
It is our pleasure to submit this proposal for recruitment services to secure your ideal candidate to serve as the Public Works Director of the City of Folsom. WBCP has worked on many public works recruitments, and we look forward to the opportunity to partner with your organization on this critical position!
We trust our proposal will showcase our client-focused recruitment process and will act as a testament that we are passionate about what we do to make our clients happy.
Exciting newsl WBCP has partnered with the National Association of Counties (NRCo) and its Public promise Procurement (PPP) Program to offer a game-changing solution. With our new streamlined service, you can piggyback on the County of San Diego's Master Service Cooperative Agreeme.nt. saving you time, ron"y, a-n-d'effort. This opportunity is available nationwide for cities, counties, special districts, nonprofits, state agencies, and educational institutions. lf this is something that is, of interest for this or future procurement processes, please visit our site at: https:llwbcpjns.ge4lnaco/ It has been proven that great employees are looking for great employers, not just a paycheck- WBCP provides a broader persplctive to recruitment services - golng beyond securing the ideal candidate - we brand your organization as an employer of choice. We use eye-catching marketing_ materials, innovative search firactices, and responsive and respectful communications with your applicants and stakeholders. Additionally, we guarantee this placement for 1g months, and we provide a fair and equal recruitment process thit also focuses on attracting ethnic and gender-diverse applicant pools.
WBCP is talented at working with you to identify the strengths, challenges, and opportunities of this job, the ideal candidate, and your community and organizational culture. WBCP will work with your stakeholders to design a reciuitment strategy that will include a customized engagement process. We will have a series of -e-etings, discussions, stikeholder interviews, and survey(s) tq get to know you, the organization, the commuiity, tfre culture, and the staff whom the future Public Works Director will lead.
My team and I know the California candidate marketplace and have many clients in your region, such as the City and County of Sacramento, City of Roseville, City of Davis, Sacramento Area Flood Control Agency (SAFCA), Sacramento Water Forum, and Sacramento Employment- and Training Agency (S-ef1j, io"r-n." Community Services District (CCSD) (just to name a few). We have exceptional experience successfully recruiting for public works positions, with several recent notable recruitments including, but not limited to:
. Director of Public Works, County of San Diego' CA
. Director of Public Works, City of Sacramento, CA
. Director of Public Works, City of Sonoma, CA
. Director of Public Works, City of Roseville, CA
. Deputy Public Works Directors: Engineering & Transportation and Operations & Zero Waste, City of Berkeley, CA
To see a futl tist of our clients and succes sful recruitments, visit: h'!!p//tinYu4,99m/3jgbdd79.
We have over two decades of experience in public sector executive search services and have provided direct search services through WBCP since 2OO4. WBCP's executive recruiters are all highly personable and have unique backgrounds that make them well-equipped to take on your recruitments, as you will read their biographies in this proposal. WBCP now has offices in California, Oregon, Washington, Texas, and North Carolina.
04/08/2025 Item No.11.
WWW.WBCPINC.COM PAGE 2
l. COVER LETTER................o..........................o............o..o..........o..........t......o.....r Recruiting top talent has become the number-one topic among administrators. New and innovative recruitment strategies are critical to identifying and securing candidates with a deep understanding of how to assess and meet community needs and address future challenges. WBCP understands the complexity of community leadership, and we are prepared to provide a thorough, complete, and fair recruitment process to provide a diverse applicant pool. Upon our 2024 year-end review, we found that over the last three years 63% of our placed candidates came from diverse backgrounds. ln fact, we are often selected and told that we bring a larger, more qualified and diverse groups of candidates than they have ever received from past professional recruiters' Clients also choose our firm over others because of our ability to work with your support staff and stakeholder group
(including boards, appointed/elected officials, and engaged constituents), manage all details of a recruitment process, and secure great candidates. Our dedication and commitment to the client are complemented by our deep understanding and ability to effectively navigate challenging political climates.
Our clients have great things to say about the quality of the service we provide and the amazing candidates we find them, ln fact, many of our clients are return customers. Please feel comfortable reaching out to these organizations to get their feedback directly.
DIVE RS ITY
63o/o
of WBCP candidates
placed in positions
corne from a diverse
background
Lastly, we love what we do, and we are passionate about finding exceptional candidates who are also passionate about serving others. WBCP's staff are driven and desire to exceed client expectations. I appreciate your consideration in retaining our services and hope to have an opportunity to work with you in the future.
Best Regards,
Wendi Brown I Founder/President, WBCP,INC.
[email protected] I 541-664-0376
www.wbcpjrcom
04/08/2025 Item No.11.
www.wBcplNc.coM PAGE 3
ll. BAcKGROUND & QUALlFlCATlONS..................r.-......................o..'........
Principal: Wendi Brown, President/CEO
Company Legal Name: WBCP, lnc' (W. Brown Creative Partners) Tax lD:81-5454037
Website: www.wbcpinc.com
Phone: 866-929-WBCP (9227) I 541-664-037 6
Address:
. Oregon (S offices including WBCP, lnc. Headquarters): 213 E Main St., Rogue River, OR, 97537; City of Grants Pass and City of Tigard
. California (5 offices): San Jose, Gilroy, Roseville, Los Angeles and Santa Barbara . Washington: City of Seattle
. Texas: City of Dallas
. North Carolina: City of Jacksonville
WOM EN OWN ED
Itr/BCP is a 100% women-owned
business, an S Corporation, not part of
a llqrent com.lrany, a,n.d, is a, rcgistered,
small business through the US Small
B usines s A dminis tration ( S BA ). I,{/B C P
is registered to do business in all states
we serne, and files and pays California
S Corporation and Personal income
tar ta the ,State of Colifornin,.
BUSINESS HISTORY
'(Dv
WBCP, Inc. has been in business since
2004, and serr.)es non7rofit and public
sector organizations. ltr/BCP offers a
aariety of services, including: partial
and full seraice search services for
individ,ual contributor, superaisor,
nxanagernent and enecutive
rnana.gernent Positions; human
resources consulting: organizational
development, training, classification
and compensation studies, analysis
and assessments, etc.
!
\
WEICFrPage 300
04/08/2025 Item No.11.
WWW.WBCPINC.COM/JOB- BOAR D PACE 4
ll. BACKGROUND QUAL1F1CAT1ONS............r..........o.....o..o..................o.......
WBCp has over 20 years of experience providing search services for public sector and non-profit organizations. We have successfully secured professionals and provided other consulting services in California, Arizona, Colorado, ldaho, Nevada, New York, Oregon, Texas, Utah, and Washington.
Cities of: Anaheim (CR), Rrcata (CR), Rsfrland (OR), Astoria (CR), Rtwater (CA), Berkeley (CA) Boulder City (Nyi c"ti;i;i" icn), c""tiat point (cjn), ceres icA), chanoler (A?, colfax (cl), corte Madera (cR), cutver cit"'fcal. oa'uis fcAl, ounsmuir (cn), buvall (Wn), rott Worth (TX), Fremont (cA), Fresno (CA), Garibaldi Oil,'c"ra Hiri (bir), ct"nts Pass (on), u"-"t (cA), Hubbard (oR), lnlependenc-e (oR),.trvine (cA)' Lagy13 b"l6n rcel i")rJritifca), ltntolii(ch),liu"'mor" (cn), Livingston (cn) !o1g_pe_agh (.Qn), Medrord (oR), Mitpii;i|i), ru"d" (ia), rrrovato (ia),-bat<tand (cA), orinda (ce), oxnard (CA), Palo Alto (CA), Park.Citv iuil;-F;;#" i6nl, F"i"iuma (ca), Fhoenix (42), ptroenix (oR), pismo Beach (cA), Port Hueneme (cl), plri"frV"ff"u finl. n"JOine fCAl, Riverside (CA), nocfrester (NY), Rocklin (CA), Rogue River (OR), R-oseville tCd, i"li"#"iioicnl, saf, irancisco (cA), sa; Rafael (cA), santa Maria (cA), santa Monica (cA), Santa p""i1 iCel,'s"nt" io."'(ca), Solvang (il),-sonoma (CR),.south Pasadena (CA), Sutter Creek (CA), Talent toR);i;;i:* (CAj, v;;t*"'(ca), veinon (cR), vi"toruille (cA), west Hollywood (cA), windsor (cA).
Counties of: Alameda (CA), Colusa (CA). Contra Costa (CA), Del Norte (CA), El paso (CO), Fresno (CA), il;b;td1 (cn), J"ct"on (on), rine (wA), Lake (CA), Lane_ (OR), Los Angeles (CA), Marin (CA), Mariposa tilj, M;;i;"i; (CA), r',t'erceo (dn), vono (cA), Napa (cA), Nevada.-(cn), orange (cA), Placer (cA), ni""i"iA" iCnj i""i"tiiento (Ca), San Benito (CA), San Bernardino (CA), San-Diego (Cn], San Francisco tb;j,G; i;;q;t" (cA), s"n r-Li" oui"po (cA), San Mateo (CA), Santa Barbara (CA), Santa clara (cA), slnta bii,l'rca1, sriJti" tbnj, s.i"* (ca), s'onoma-(cA), stanislaus (cA), Tehama (cA), Tuolumne (cA), Yolo (cA), Yuba (CA).
Local and National Councils, Boards, and Districts: Bear Valley Com.munity-services District, Boulder Creek Fire protection District, California Prison lndustry Authority (CALPIA), Cosumnes Community Services District, Hass Avocado Board (HAB), Jackson County Fire District 5, Los Angeles _C,ounty Employees Retirement Association (LACERA), Mendocino County Air Quality Management District, Meirofolitan Transportation Commission (MTC), Modesto lrrigation District. Monterey One Water, Nevada lrrisation District. Newark Chamber of Commerce, North American Blueberry Council/U'S' Highbush Atr?U"rry Council (NABC/USHBC), Oakland Ho.using Authority, _Olivehurst Public Utility District,_ Otglgg Countv Employees netirement System (OCERS), Plicer County Transportation Planning Agency (l9]l+), port oi Long B'each (CA), Rogue Valley Sewer Services, Sacramento Area Flood Control Agency (SAFCA), SacramentJ Area Sewei Dist-rict, Sacramento Employment & Training Agency (SETA), Sacramento Public Library Authority, Sacramento Suburban Water District, San Benito Council of Governments, San Benito Couniy W"t"r Oistrict, San Joaquin County Employees'_Retirement Association (SJCERA), San Joaquin Tributaries Authority, San Rafaei Sanitation District (snso), San Ramon Valley Fire Protection District, Sonoma County Library, South Coast Air Quality_ Management District, Tri-Clty Mental Health Authority (fCVHAl, Trucliee-Donner Public Utility District (TDPUD), Tuolumne Utilities District, Valley Water, West Basin Municipal Water District.
Nonprofit and Joint powers Authorities (JPAs): California Corrections, California Municipal Utilities n""d"i"tlort (C1VUA), Center Point, Central California Legal Services (CCLS), Community Food Bank, Community Works, bogs for Better Lives/Dogs for the DeJf, Dow-ntown Streets Team, East Bay Regional Communications Syste-ms Authority, First 5 (A-lameda Coulty, California Association, Fresno, Santa Barbara C"""tV, S"" M"t"o), Futures Witfrout Violence (Family Violence Protect Fund), Gold Coast Health, Greater Richmond lnterfaith Program (GRIP), LA Public Media. Latino Public Broadcasting, Los Angeles_Unified S"6ooiO[ttict (LAUSD), Northern Valley Catholic Social Service (NVCSS), Og1!ons. Recovery, Radio Biling0e, Sacramento County Superior Court, Sicramento Public Library Authority (SPLA). Santa Barbara Superior Court, Santa Cruz'Couniy Rnimat
'Services Authority, Teton County Joint Housing_Authority (TCJHA), Transitions-Mental Health Association, Valley Consortium for Medical Education (VCME), Water Forum, West Angeles Church of God in Christ'
private Organizations: CDS Publications, Central California Truck and Trailer, Morton & Pitalo, NAVA, SWEED, Telimanagement, Touchstone Accounting'
Consulting services (classification and compensation services, competency modeling- job description devetooment. ioU tamitv development, job analysis): City of Fremont (CA), City of Medford (OR), City ot S;;; tfr;;i; tbir),-cttv of s"nt" p'auta (cA), County olHumboldt (cA), county of Mariposa (CA), Countv of Santa Barbara (CA), and County of San Luis Obispo (CA). @WEICPPage 301
04/08/2025 Item No.11.
WWW.WBCPI NC.COMfi OB-BOAR D PACE 5
il. BACKGROUND & QUALIFICATIONS
INDUSTRIES
. Organizational Leadership
. Economic Development
. Facilities & Operations
. Financial, Administrative
Services, Accounting, Auditing
o Health & Human Services,
Housing, Unhoused
BELOW
'S,A
LIST OF SIMILAR RECRIJITMENTS WBCP HAS MANAGED:
PUBLIC WORKS, TRANSPORTATION, ENGINEERING
. Chief Operating Officer - Administrative and Contract Services, Valley Water, CA . Chief Operating Officer - Water Utility Enterprise, Valley Water, CA . Director of Electric Utility, City of Roseville, CA
r Director of Electric utility, Truckee Donner Public Utility District (TPUD), CA r Director of Engineering, City of Ceres, CA
o Director of Engineering, Monterey One Water, CA
. Director of Power Systems, Nevada lrrigation District' CA . Director of Public Works & Transportation, City of lrvine, CA . Director of Public Works, City of Ashland, OR
o Director of Public Works, City of Petaluma, CA
. Director of Public Works, City of Roseville, CA
. Director of Public Works, City of Sacramento, CA
r Director of Public Works, City of San Rafael' CA
. Director of Public Works, City of Santa Maria, CA
. Director of Public Works, City of Solvang, CA
. Director of Public Works, County of Nevada, CA
r Director of Public Works, County of Shasta, CA
. Director of Public Works, County of Yuba, CA
. Director of Public Works, County of San Diego, CA
. Director of Transportation, County of Riverside, CA
. Director of Utilities, City of Sacramento, CA
r Planning Director, San Bernardino County, CA
o Assistant Director of Land Use Services, San Bernardino County, CA . Assistant Director of Public Works - Transportation, City of Davis, CA . Assistant Director of Public Works, City of Santa Paula, CA . Assistant Director of Public Works/City Engineer, City of San Rafael, CA . Assistant Director Public Works, County of Marin, CA
. Assistant General Manager, Water operations, Modesto lrrigation District, CA . Assistant Operating Officer of Watershed Stewardship & Planning Div., Valley Water, CA . Assistant Operating Officer - Dam Safety and Capital Delivery, Valley Water, CA . Assistant Operating Officer - Treated Water, Valley Water, CA . Utilities Systems Superintendent. City of Calistoga, CA o Deputy Director Public Works - CiviUTraffic Engineer, County of Marin, CA . Deputy Director Public Works lTrallic Engineer, City of San Rafael' CA . Deputy Operating Officer - Raw Water, Valley Water, CA . Deputy Operating Officer - Water Utility Capital, Valley Water, CA . Deputy Operating Officer - Watersheds Design and Cgnstruction, Valley Water, CA . Deputy Operating Officer - Watersheds Operations and Maintenance, Valley Water, CA . Deputy Public Works Directors: Engineering & Transportation and Operations & Zero Waste, City of Berkeley, CA . Deputy PW Director/Principal Civil Engineer lfraftic Engineer, City of Santa Maria, CA . Deputy Transportation Officer & Transportation and Mobility Planning Manager, City of Culver City, CA . Operations and Maintenance Manager, Rogue Valley Sewer Services, OR . HR, Risk, Labor/Employee
Relations
. lnformation Technology
. Legal, Counsel, Clerk
. Library
. Marketing, Communications, PR
. Parks & Rec, Community
Services, Arts
o Planning, Environmental,
Community Development,
Building, Transit
. Public Safety
. Public Works, Transportation,
Engineering
@\ruElEP
04/08/2025 Item No.11.
WWW.WBCPI N C.COM/JOB-BOAR D PACE 6
ll. BACKGROUND & QUAL1F1CAT1ONS.......................................................
PUBLIC WORKS, TRANSPORTATION, ENGINEERING (CON'T)
. Manager of Engineering (City Engineer), City of Berkeley, CA . Public Works Manager - Utilities. City of Milpitas, CA r Project Director, City of San Rafael, CA
. Transportation and Mobility Planning Manager, City of Culver City, CA . Unit Manager - Asset Management, Valley Water, CA
o Unit Manager - Engineering Utility Operations and Maintenance Manager, Valley Water, CA . Unit Manager - Treatment Plant Design & Commissioning Manager, Valley Water, CA . Engineering/ClP Manager, City of Petaluma, CA
. lndustrial / Mechanical Senior Engineer, SWEED, OR
. Town Engineer, Town of Portola Valley, CA
o District Engineer, San Benito County Water District, CA . Civil Engineer, Project Manager & Assistant Project Manager, Morton and Pitalo, CA . Civil Engineering Manager - Structures & Capital Group, County of Santa Barbara, CA . Civil Engineer, County of Tehama, CA
. City Engineer, City of Milpitas, CA
. city Engineer/Deputy Director of community Development, city of Rocklin, cA . Civil Engineers - Development Services, Santa Clarity Valley Water Agency' CA . Senior Civil Engineer and Civil Engineer, County of Marin. CA . Senior Civil Engineer & Civil Engineer, County of Marin, CA . Senior Civil Engineer or Associate Civil Engineer, City of San Rafael, CA . Senior Professional Engineer - Plant Operations Division, City of Fort Worth, TX . Senior Engineer Dam Safety, Nevada lrrigation District, CA . Senior Civil Engineer, City of Petaluma, CA
. Senior Civil Engineer. City of San Rafael, CA
. Principal Civil Engineer, City of Santa Maria, CA
. Principal Engineer & Engineering Series, San Rafael Sanitation District, CA . Principal Engineer, Sacramento Area Flood Control Agency (SAFCA), cA . Senior Engineer, Water Utilities Division, City of Roseville, CA r Senior Engineer, Water Utilities Division, County of Santa Barbara, CA o Senior Engineer - Dam Safety, Nevada lrrigation District' CA . Senior Engineer, City of Roseville, CA
o Senior Engineer - EnvironmentaUWater Utilities, City of Roseville, CA . Senior Engineer, Town of Corte Madera, CA
. Senior Engineer, County of Tehama, CA
. Principal Engineer, Sacramento Area Flood Control Agency (SAFCA), CA . Traffic Engineer, City of Pasadena, CA
. Project Engineer/Power Engineer, City of Palo Alto' CA . Engineering Series (3 Positions)' City of Los Altos, CA . Senior Environmental Planner, Valley Water, CA
. Senior Professional Engineer - Plant Operations Division, City of Fort Worth' TX o District Engineer, San Benito County Water District, CA . Engineering Manager - Plant operations Division. city of Fort worth, TX . Street Maintenance Superintendent, City of Roseville, CA . Structures and Capital Group Manager, County of Santa Barbara, CA . Electric Linesperson/Cable Splicer (High Voltage Lineman), City of Palo Alto, CA . Electric Operations Managet City of Palo Alto, CA
. Electric Project Engineer, City of Palo Alto, CA
o Assistant Engineer & Junior Engineel City of San Rafael, CA . Multiple Civil Engineering & Project Management Positions, City of Petaluma, CA . Power Engineering Manager, City of Roseville, CA
. General Manager, San Benito County Water District' CA Check out our full list of
recruitments here: httpsl EynLeeml3jgbddTg
WElEPPage 303
04/08/2025 Item No.11.
WWW.WBCPI NC.COMft OB-BOARD PACE 7
ll. BACKGROUND & QUAL1F1CAT1ONS.................................................o..."
RECRUITING WITH DIVERSITY IN MIND
Since partnering with the country's lorgest netwo rk of diversity iob boords, we hove seen q 2106 increqse in diverse opplicqnts q,nd q 13% increqse in diverse condidotes p/oced in positions with our clients. This demonstrotes WBCP's dedicotion to exponding outreoch qnd removing borriers to opply, ensuring occess to o highly quolified ond diverse applicant pool. 500 Diversity Job Boards:
When you post o job with WBCP, it is outomoticolly shored ocross 600 diversity job boords, moximizing reoch ond ensuring occess to o wide ond inclusive pool of tolent. We olso utilize the lorgest diversity dotobose with over 160 million resumes ond 15,000 community bosed orgonizotion contocts to expond our seorch.
Linkedln:
As Linkedln recruiters, we hove occess to
over I Billion profiles, ollowing us to
evoluote condidotes' bockgrounds,
educotion, experience, licensure, ond more.
AI:
WBCP olso leveroges AI tools to gother
odditionol informotion to effectively reoch
future oppliconts ond condidotes contoct
informotion for emoils ond phone numbers.
WBCP understonds the complexities of
meeting the needs of o diverse community,
ond we provide o thorough, complete, ond
foir recruitment process.
Streomline ond Sotisfy the RFP Process
to receive recruiting on demond. Reoch
out to WBCP todoy for more informotion.
Scan to learn more!
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WEIEPPage 304
04/08/2025 Item No.11.
WWW.WBCPI NC.COM/JOB-BOARD PACE 8
ll. BACKGROUND & QUAL1F1CAT1ONS.......................................................
WHY CHOOSE WBCP
Proven Expertice:
r Over 20 Years in Business and lOO+ Years
of Experience: With over a century of
combined experience, our recruitment
professionals excel in public service sectors,
including cities, counties, utilities, special
districts, joint powers authorities, and non-
profits. Our proven track record ensures
expertise tailored to your needs.
' lOO% Success Rate: ln 2O24,we achieved a
IOO% success rate, successfully filling every
position we managed including partial and
full scope services from engineering,
planning, finance, health and human services,
legal, legislative, hard-to-fill civil service
positions, and many more! We deliver results
no matter what the challenge.
Employer Recognition: WBCP has been
recognized as Oregon's TOP lOO EMPLOYERS.
HR Teams Trust Us: We simplify the recruitment
process, managing every detail so HR teams can
focus on other priorities. From sourcing
candidates to scheduling interviews and
providing updates, our seamless approach saves
time, reduces stress, and ensures results.
Strategic Marketing and Advertising: Our
marketing team designs targeted campaigns
using diverse, cost-effective channels powered
by Al. These campaigns maximize reach while
staying within budget and include:
. Diverse Applicant Pools: Access to over 600
diversity-focused job boards, 15,OOO
diversity affiliations, and 120 million resumes
ensures diversity is integral to our process.
. Linkedln Recruiter Expertise: With access to
23O million U.S. profiles, we connect you with
top-tier talent.
. Al-Driven Talent Acquisition:Advanced Al
strategies enhance efficiency and uncover
new candidate engagement opportunities.
Trusted Partners and Culture Cultivators: We
go beyond finding candidates by building trust
with your team and stakeholders. Our tailored
strategies align top talent with your
organizational culture, ensuring a collaborative
and thoughtful recruitment process.
Recruiting with Competencies: Ensures a fair,
measurable, and effective hiring process. This
strategic approach helps identify the client's
needs and then assesses candidates on the
critical skills and behaviors for success.
Benefits:
. Fairness: Focuses on role-specific
competencies.
. Measurability: Provides objective evaluation
criteria.
r Better Matches: Aligns talent with
organizational and cultural needs.
. Equitable: Reduces bias with standardized
assessments.
Recruiting with competencies delivers high-
quality, measurable solutions that ensure the
best candidates for your team's success and
cultural alignment.
Timely and effective background and
Reference Checks: WBCP partners with a
trusted third party for thorough background
checks and relies on a 3O-year public safety
veteran, retired as a police chief, and an expert in
employee investigations, to conduct expert
reference verifications. This ensures accuracy,
professionalism, and confidence in every hiring
decision.
Guaranteed Satisfaction: We stand behind our
work with a12-24 month guarantee. lf the initial
placement doesn't work out, we will conduct a
replacement search at no additional consulting
fee, ensuring lasting value for your investment.
@\^/EIGP
04/08/2025 Item No.11.
WWW.WBCPI NC.COMIJOB- BOARD PACE 9
ll. BACKGROUND & QUAL1F1CAT1ONS............o..........................................
WBCP's lmpact
Proven Expertise: Over 20 Years in Business
and lOO+ Years of Experience
lmpact: Leverage unmatched industry
knowledge to recruit the best talent for your
organization. Whether you're a city, utility, or
non-profi! our expertise ensures tailored
solutions that drive operational success and
meet your unique challenges.
lOO% Success Rate
lmpact: Gain peace of mind knowing every
position-no matter how specialized or hard-to-
fill-will be successfully filled with top talent,
ensuring your team remains fully staffed and
operational without delaYs.
WBCP is one of Oregon's TOP lOO EMPLOYERS.
lmpact: Ensuring employee satisfaction, and a
supportive workplace culture, reflecting our
dedication to our team and clients.
HR Teams Trust Us
lmpact: Free up your HR team to focus on
strategic priorities while we manage the details
of recruitment. This reduces workload, eliminates
stress, and ensures a seamless hiring experience
with top-quality results.
Strategic Marketing and Advertising
lmpact: Reach the most qualified candidates
while staying budget-conscious. Our innovative
marketing ensures diverse and inclusive
applicant pools, connects you with elite talent,
and uses Al-driven strategies to optimize
eff iciency and engagement;
. Diverse Talent Pools: Builds teams that
reflect your community and drive innovation
through diverse perspectives.
. Linkedln Recruiter Expertise: Ensures an
inclusive process, that quickly identifies top-
tier professionals that meet your specific
needs.
. Al-Driven Tools: Keeps you ahead of the
curve with faster, smarter and more effective
hiring solutions.
Trusted Partners and Culture Gultivators
lmpact: Build a stronger, more cohesive team by
hiring talent that aligns with your organization's
culture and values. Our collaborative approach
fosters trust and creates long-term benefits for
your workplace.
Recruiting with Competencies
lmpact: Make confident hiring decisions with a
proven model that targets technical and
interpersonal skills, ensuring candidates not only
meet role requirements but excel in them. This
reduces turnover and boosts performance and
promotes:
. Fairness: Focuses on role-specific
competencies.
. Measurability: Provides objective evaluation
criteria.
. Better Matches: Aligns talent with
organizational and cultural needs.
. Equity: Reduces bias with standardized
assessments.
Timely and effective Background and
Reference Checks
lmpact: Hire with confidence knowing every
candidate has been thoroughly vetted. Our
expert-led investigations ensure you onboard
reliable, trustworthy individuals, safeguarding
your organization's reputation and operations
Guaranteed Satisf action
lmpact: Reduce the risk of a bad hire with our
12-24 month guarantee. lf a placement doesn't
work out, we'll find a replacement at no
additional cost, maximizing your return on
investment and ensuring long-term success.
@WElCPPage 306
04/08/2025 Item No.11.
www.wBcPlNc.coM PACE IO
lll. G U ARANTE E...........r.o..........o..............................o........o.........r.................."t'r WBCP lnc. provides either a placement guarantee, or a replacement guarantee as determined by the recruitment outcome and defined below:
Successful Placement Guarantee: We guarantee a successful placement and will provide continued consulting services for one additional recruitment at no extra consulting fee. The client will be responsible for any direct expenses.
OR
Replacement Guarantee: lf a candidate selected and appointed by the client leaves their polition for any reason before completing 18 months of service, WBCP will provide consulting services at no additional cost to secure a replacement. The client will be responsib-le for any direct expenses. This guaranlee applies to one replacement within one year of the candidate's departure.
lV. ORGANIZATIONAL CHART.........................o..........o....o..........o................, --|)
-t|
@
EXECUTIVE
LEADERSHIP
WENDI BROWN
I'n:sitltnl / S r. Ilt: c ru it r r
RICHARD KUHNS
[,'it:e Pn:sidenl
of Ret:ruilncnt I Oullttrc
HEATHER JACK
Dinrtor of b-inntu I
Of(.rations
MANAGEMENT/RECRUITERS
TERI MAUS-
NISICH
Sr. E-tacutiae
Rt:cruitcr
LAUREN
GERSON
Exr:cutiaa
Ilccntilcr
KARLEE BECKSTEAD
fuI arkdin g 8 C otn t n un i c ati or t s
Manuger
ADAM
OPPEGAARD
liret:ulitu:
Reoailer
DD
GRISSOM
Talenl Acquisilion
MtLnagcr
MAGGIE
ALEXANDRE
lit tt:tttitu: St:arch
4ssociatc
STEPHANIE
LAWSON
Recruitmrnl
Muttuger
JOSETTE
REINA'LUKEN
Etecul.itte
Ila:ruiter
LEVI
KUHLMAN
E:Lerutiae
Recntitcr
ADMINISTRATIVE PROFESSIONALS
IEAH MURPHY
Projecl Manager
NAOMI ORR
Projeet Mdnager
MYKAYLA PAGEL
Projecl Managcr/
Fs:ecutiae Assistant
ALEX LE
Copywriter
ANNA BROWN SOFIA OURAISHI
7'alent Acqu.isition. TalentAcquisition
Specialist SPecialist
MARTHA CHAVARRIA ANGELA EDWARDS
Talent.4cquisitiorL Talettt Acquisition
Specialist Specialist
MADDYSCHWARZ JAMIGILMAN
Marhetirtg 8 Eaertts Marketi,g Assistant
Coordinator
AIMEE KUHLMAN
Operatiotzs Assistant
RYAN BROWN
I I t?Cnntctdn tl
KATIE GARROTTO
Re{ruitment Assistant
DEE LAREZ
Rrruitment Assistanl
LANE NOLAN
Recruitnutt Assistant
JAYCE HERBOLD
Recruitment Assisrdnt
CREATIVE PARTNERS / SENIOR ADVISORS
BRUCE GRIFFITHS
Oryaili&lioDdl
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STEVE BROWN
Nulirt(l .1ctuuill
Mdtttgrr
BILL LANDIS
lnT,tslrgalor
ALAN ROSEN
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BERNIE LICATA
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MIKE LUKEN WILLIAM
RACOWSCHI
l;'i re/Iltbl u SLt/tIl,
CHRISTY
WURSTER
RIVKAH SASS
l!:tittil Liltrury
l) it1tt tot/Sr. ];u: i I itd or
WBCP STATISTICS
WBCp is a 1OO% woman-owned business. Staff and consultants are a diverse mix of gender/ethnicity Age ranges from 24 - 70+
WElEPPage 307
04/08/2025 Item No.11.
www.wBcPlNc.coM PACE 11
V. WBCP KEY STAFF.....r...........o...........o......................o............o....or................
WENDI BROWN
Lead Consultant/
Sr. Executive
Recruiter
RICHARD KUHNS
Vice President of
Recruiting
€l Culture
I am the President of WBCP, with over 20 years of experience in marketing and advertising and combine this with my background in recruiting to successfully place hard-to-fill, management, and executive positions. My team and I are passionate about helping organizations improve their recruitment services, place great talent, conduct department assessments, redesign antiquated processes, revise job descriptions, conduct salary and benchmark studies, and more. I have worked in various industries - advertising and public relations, national real estate franchisor, global manufacturing - and I have worked with nonprofit and public sector organizations since 1999. Formerly, I was an internal Human Resources Consultant for the County of Orange, California, providing countywide communications, human resources, executive search, and recruiter training services to the Assistant Chief Executive Office/Human Resources Director and, at that time, 25 decentralized departments, with 17,OOO employees, serving a community of 3OO,OOO. I have a Bachelor's of Science in Business Administration with an emphasis in Marketing from Colorado Technical University; have earned several certificates in Project Management, Global Business, Marketing and Human Resources; and working toward a Master's in Management at Southern Oregon University
Richard Kuhns is a retired County Administrative Officer with over 28 years of experience in the Public Sector. He is currently the VP of Recruiting and or:ganizational culture for wBPC. Richard began his career in Law Enforcement, transferring his focus to Administration where he served as the Director of Housing and Community Action, Behavioral Health, General services, and solid waste. Richard has a "find a way, to find a way" mentality. With his vast knowledge and experience in the Public Sector he has an intuitive understanding of working with government leaders, policy makers, and the public.
Richard achieved a Bachelor of Science in Business Management, a Master of Arts in Behavioral Science with an emphasis in Conflict Resolution and Negotiations, and a Doctorate in Clinical Psychology.
For the past three years Richard has worked as an Executive Recruiter and Behavioral Health Consultant. As a Consultant, he worked with several Northern California Counties creating and implementing the newly state mandated 2417 Mobile Crisis. He has now focused his time and efforts on assisting WBCP clients in finding and securing the top candidate for your organization.
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V. WBCP KEY STAFF.....o............o....o.....o........................r......................t.o.......o
TERRI MAUS-NISICH
Sr. Erecutive Recruiter
LEVI KUHLMAN
Erecutive Recruiter
LAUREN GERSON
Ezecutizte Recruiter
Terri Maus-Nisich holds a pivotal role as one of our Senior Executive Recruiters, leveraging her extensive background as a distinguished leader in local government. With a local government career spanning over 40 years, Terri's journey includes transformative roles within the County of Santa Barbara, where she ascended from Parks Director to Assistant County Executive Officer, overseeing vital municipal and health/human service departments. Her remarkable impact encompasses leadership in Homeless Services, Communications, and Emergency Management, driving community engagement, disaster recovery, and support for vulnerable populations.
Before her tenure in Santa Barbara, Terri spent 15 years with the City of Santa Clarita in roles ranging from analyst to Deputy City Manager. Throughout her remarkable career, Terri prioritized strategic planning, organizational development, and innovative problem-solving, garnering numerous awards. she holds a Bachelor's Degree from UC Santa Barbara, a Masters of Public Administration from Cal State Northridge, and a graduate certificate from Harvard University's JFK School of Government.
Levi Kuhlman is an Executive Recruiter at WBCP, and an experienced professional with a multifaceted career spanning across executive recruitment, real estate, and entrepreneurship. He has worked extensively with local municipalities, special districts, and not-for-profit organizations across the Western region, with a focus in California, Oregon, and ldaho. Levi has conducted many successful recruitments in various industries including planning, rent stabilization and housing, engineering. finance, city management, transportation and transit, community development, building and safety, public safety, risk management, and information technology. Levi serves as a skilled and diplomatic liaison, earning a reputation for his personalized approach to recruiting. Before joining the ranks of wBCB he advocated on behalf of tenants, landlord, and clients. With a diverse skill set and a commitment to excellence, Levi continues to make significant contributions to WBCP, his clients, and broadening the professional community one recruitment at a time'
Lauren Gerson is a seasoned Executive Recruiter at WBCP, where she draws on over 15 years of experience in career services, customer relations, and operations. Her recruiting expertise extends across various industries, with notable success in health and human services, utilities, and finance. Lauren has helped organizations across multiple states fill hard-to-hire positions at every level, from individual contributors to executives. Lauren's diverse professional journey began in operations and events management, where she honed her expertise in human resources, business management, and regulatory compliance. She later transitioned to career services, and prior to joining WBCP, worked with a career coaching company helping job-seekers better leverage their skills and overcome barriers to employment. Lauren holds a Bachelor's degree in Philosophy from Whittier College. She brings a unique perspective to her role, and is committed to making a positive impact both professionally and personally. With her unwavering dedication and client-centric focus, Lauren continues. to drive success and excellence in executive recruitment at WBCP.