SAMANTHA
SACKMAN
EXECUTIVE SEARCH PROFESSIONAL
WBCP, INC. 2020 - PRESENT
Vice President
VALLEY WATER 2015-2020
Management Analyst II
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[email protected]
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Funding Recruitment and Training Supervisor
Proposal to Provide
Recruitment Services for the position of
CITY MANAGER
for the
City of
Gustine
CALIFORNIA
103004
COME CUSTINE
WEE
GUSTINE
ustune
Prepared by
Ralph Andersen & Associates
Submitted: June 6, 2022
www.ralphandersen.com
5800 Stanford Ranch Road
CA Suite 410
Rocklin, California 95765
Ralph Andersen & Associates
916.630.4900
June 6, 2022
Mayor Pat Nagy
and Members of the City Council
City of Gustine
352 Fifth Street
Gustine, California 95322
Dear Mayor Nagy and Members of the City Council:
Ralph Andersen & Associates is pleased to submit one original and two copies of our proposal to conduct a search for the position of City Manager for the City of Gustine.
The City of Gustine is seeking an executive search firm to assist the City Council in the search and selection of a City Manager. If selected to conduct this search, the City will have Mr. Fred Wilson as Project Director. As a former City Manager with over 35 years of experience including 20 years serving as a City Manager in different communities, Mr. Wilson is highly qualified to lead this search.
Based in Southern California, Mir. Wilson is readily available to start the project while also available to attend on site client meetings, as necessary.
Over recent years, the firm has conducted a number of California city manager and deputy city manager searches for cities similar in size and scope to Gustine including the cities of Artesia, Barstow, Buellton, California City, Compton, Foster City, Fremont, Grand Terrace, La Palma, Los altos, Norco, Pomona, Sierra Madre, and Upland.
Mr. Wilson, Project Director, can be contacted as follows:
Mr. Fred Wilson
Senior Consultant
Ralph Andersen & Associates
5800 Stanford Ranch Road, Suite 410
Rocklin, California 95765
office (916) 630-4900
cell (714) 421-3258
email [email protected]
website www.ralphandersen.com
We utilize a team approach to executive recruitments, combining the efforts of our 17-member search team to produce the best results for our clients. The executive recruitment techniques used by Ralph Andersen & Associates have been developed and used successfully with hundreds of clients for more than 50 years. With the reputation of Ralph Andersen & Associates you will have the opportunity to consider candidates located throughout California as well as from across the nation.
Our proposal outlines the firm's experience in conducting City Manager recruitments, the methodology/work plan and timeline to accomplish the search tasks, as well as the cost to conduct a comprehensive search. Our proposal is a firm offer for 90 days from the RFQ closing date of June 9, 2022.
We are proud of how we market and represent our clients; all of the design and graphics of our marketing material is done in-house so we can control the quality and production timing. To see samples of our recruitment brochures, as well as the way in which we market our clients digitally, please visit the Career Opportunities page of our website at www.ralphandersen.com. www.ralphandersen.com
The principals of the firm are Heather Renschler, Presiden/CEO, and Robert Burg, Executive Vice President. Both Ms. Renschler and Mr. Burg are legally able to bind the firm.
Should you need any clarification, please feel free to contact our firm at (916) 630-4900. Thank you very much for your consideration of this proposal. Mr. Wilson is prepared to present his qualifications (via video) as needed and is also ready to proceed upon notification of approval.
Respectfully Submitted,
Heather Renseles
Heather Renschler
President/CEO
5800 Stanford Ranch Road
CA Suite 410
Rocklin, California 95765
Ralph Andersen & Associates 916.630.4900
A Tradition of Excellence Since 1972
Executive Summary
Attracting top talent has never been more complex and Ralph Andersen & Associates is highly qualified to assist the City of Gustine with recruiting its new City Manager. We have conducted more successful executive recruitments than any other firm in California since 1972. From helping the City Council to create a competency-based interviewing framework for the new City Manager to assessing candidates and attracting top human capital, our search professionals offer an unparalleled depth of experience, national reach, and knowledge.
The City Council has requested our proposal to assist in the identification and recruitment of a highly qualified group of candidates for the new City Manager. In particular, the City of Gustine is seeking a firm with a strong presence in California and the professional experience to clearly assess the City's needs and formulate a strategy to deliver results.
At Ralph Andersen & Associates, we believe that gaining a complete understanding of our client's specific objectives and priorities is essential prior to launching any search assignment. This process includes the identification and incorporation of a variety of important details such as the candidate's desired skills and experience as well as the critical "soft skills" related to temperament, personality, management philosophy, and other factors that will ultimately determine the candidate's "it" with the organization.
We begin each search by working closely with the City's leadership, stakeholders, staff, and, if desired, the community to ensure a complete picture of the desired candidate pool is developed. Our team-oriented approach, matched with this 360-degree perspective, means we ensure that a complete understanding of the organization's mission and culture translates into those specific traits and characteristics necessary to ensure the selected candidate is successful in the position.
We understand that the City Council expects aggressive, personalized outreach to identify a diverse and highly qualified applicant pool and a selection process that includes comprehensive candidate reports based on thorough reference and background checks. We will begin with the desired characteristics and build a recruitment strategy that is tailored to meet the City of Gustine's specific needs. The resulting outreach and advertising campaign will incorporate the extensive use of personal outreach to recruit a highly qualified group of candidates.
W W w.ralphand r se n. com
About the Firm
Ralph Andersen & Associates serves a nationwide clientele through its Corporate Office in the Sacramento area. The Corporate Office is located at 5800 Stanford Ranch Road, Suite 410, Rocklin, California 95765; phone number (916) 630-4900. Mr. Fred Wilson is the primary contact for this proposal. The firm currently has 17 employees.
Our national staff of professionals and support staff include acknowledged leaders in their respective fields. Supplementing their extensive consulting backgrounds, all senior staff have personal, hands- on executive experience in the operation of public agencies and private businesses.
The principals of the firm are Heather Renschler, President/CEO, and Robert Burg, Executive Vice President. Both Ms. Renschler and Mr. Burg are legally able to bind the firm.
Range of Services Offered
Ralph Andersen & Associates specializes in the following primary service areas: executive search, management consulting, and human resources consulting
• Executive Search - At Ralph Andersen & Associates, there's always an entire team behind every recruitment assignment that we undertake. Our multi-disciplinary approach takes the best ideas in executive recruiting and creates innovative ways to get the right candidates for clients. When you retain Ralph Andersen & Associates, you actually get an entire team's worth of support and expertise working together to achieve your organization's objectives.
The firm has conducted executive searches for large and small organizations throughout the nation. In addition to conducting searches for city manager and other chief executive officer positions, Ralph Andersen & Associates has successfully completed searches in every area of municipal service. Ralph Andersen & Associates believes the most important element of a successful executive search is to listen carefully to what our clients are looking for in terms of candidate experience and qualifications. Using these client-focused guidelines, candidate identification is undertaken through marketing and personal outreach.
Management Consulting - Ralph Andersen & Associates helps organizations improve their performance potential with a range of management consulting services. The types of services provided by the firm include management and performance audits, organizational analyses, productivity improvement analyses, agency and service consolidation assessment, specialized financial management including debt restructuring and organizational problem solving. In addition to providing these services to entire organizations, the firm often conducts management consulting engagements that are focused in a specific service area such as public safety, city management, finance, public works, community development and other major service areas. Ralph Andersen & Associates treats every management consulting engagement as unique. This approach means we will assemble a consulting team comprised of consultants with the specific talents and experiences needed to successfully achieve the client's objectives. Our team of experienced consultants perform complex analyses and recommend solutions that are practical and most importantly, are capable of being implemented by our clients.
Human Resources Consulting - The firm provides a full range of contemporary human resources consulting including classification studies, compensation studies, benefits analysis, pay plan development, executive pay, and pay for performance. Key staff have proven success in working with labor groups and elected officials in identifying solutions and solving challenging problems. Services also include expert witness services for mediation and arbitration hearings. Our approach to consulting services is characterized by
proven methods, extensive data collection, accurate analysis, and effective communication and messaging.
Why Choose Ralph Andersen & Associates?
Ralph Andersen & Associates, a California Corporation, has been providing executive search and management consulting services since 1972. As such, the executive recruitment techniques used by Ralph Andersen & Associates have been developed and used successfully with hundreds of clients for more than 50 years. The Corporate Office of Ralph Andersen & Associates is located in the Sacramento Area (Rocklin).
With Ralph Andersen & Associates, there is an entire team behind every recruitment. Our firm takes a multi-disciplined, team approach to executive search. Successful outreach relies heavily on person-to-person contact to identify outstanding potential candidates and, in the evaluation phase, to gain a complete understanding of the background, experience, and management style of the top candidates. By drawing on the combined expertise of our associates and our network of professional contacts, we address outreach from a wide variety of perspectives and find unique ways to identify and recruit the best and brightest.
Project Staffing
The reputation of the search firm and personal commitment of the recruiters define the difference between the success and failure of any given recruitment. Ralph Andersen & Associates' search professionals are acknowledged leaders in the field and possess a broad range of skills and experience in the areas of local government management, executive search, and related disciplines.
Only senior members of Ralph Andersen & Associates are assigned to lead search assignments, ensuring that their broad experience and knowledge of the industry is brought to bear on our clients' behalf.
The City of Gustine will have Mr. Fred Wilson, Senior Consultant with Ralph Andersen & Associates, as the Project Director on this engagement. Mr. Wilson will have all the resources and full support of our firm fully dedicated to ensuring the highest quality outcome during this important recruitment process.
Fred Wilson, Project Director
Mr. Wilson, Senior Consultant with Ralph Andersen & Associates, brings more than 35 years of experience as a local government executive, including 21 years serving as City Manager in two California cities. Working in full-service cities, he brings a strong background in identifying and recruiting top quality executive staff. His skills in identifying, recruiting, and retaining high quality employees and talent management, coupled with succession planning, have contributed significantly to the successes of those organizations. This experience gives Mr. Wilson a unique perspective to identifying high quality candidates that "fit" the organization.
Since joining Ralph Andersen & Associates, Mr. Wilson has completed many successful recruitments and brings a vast network of contacts throughout the region. He has successfully completed searches for executives and professionals for local government organizations including City Managers, Community Development Directors, Public Works Directors, Finance Directors, and other General Managers.
Mr. Wilson's clients have found his knowledge of city management, experience working with City Council members, and expertise in recruitment and selection an asset.
As a long-tenured local government executive, Mr. Wilson has extensive experience in all aspects of governance including organizational development, succession planning, municipal finance, community development, and general management. His experience includes serving in multiple leadership roles in various organizations including the League of California Cities and has been active on various advisory boards throughout his career.
Mr. Wilson holds a Bachelor of Science degree in Urban Planning from Cal Poly Pomona, and a Master's degree in Public Administration from California State University, Northridge.
Mr. Wilson may be reached at (916) 630-4900 or directly on his cell at (714) 421-3258 or via email at [email protected].
Paraprofessional and Support Staff
Paraprofessional, graphics, and support staff will provide administrative support to the consultant team on recruitment assignments. These may include Ms. Diana Haussmann, Ms. Christen Sanchez, Ms. Hannah Jones, Ms. Karen AllGood, Ms. Tina Keller, and Ms. Teresa Heple.
Search Team Organization
As requested, the Search Team organization chart is provided below.
Search Team
Fred Wilson
Project Director
Christen Sanchez
Recruitment Manager
Research Associates Graphic Designer
Qualifications and Experience
Relevant Search Experience
Ralph Andersen & Associates conducts a wide array of searches in the public sector specializing in the top executive in local government - the City Manager. Our experience spans populations of all sizes, from the largest in the country to small and mid-size municipalities. While we have a strong focus in California, we also conduct recruitments on a national scale.
Below is a listing of city manager related recruitments conducted or in-progress by Ralph Andersen & Associates in California and then nationally 2017 to Present. The list of city manager searches conducted in California during the last few years is unsurpassed by any other recruitment firm. Our national presence in this same arena is also unmatched by others in this industry.
Statewide Searches (California Only)
• Apple Valley, CA - Town Manager (2018)
• Artesia, CA - City Manager (Current Search)
• Auburn, CA - City Manager (2017)
• Barstow, CA - City Administrator (2021)
• Belvedere, CA - City Manager (2017)
• Beverly Hills, CA - Deputy City Manager (2019)
• Bishop, CA - City Administrator (2018 & 2020)
• Buellton, CA - City Manager (2019)
• Calabasas, CA - City Manager (2018 & 2021)
• California City, CA - City Manager (2022)
• Carmel-by-the-Sea, CA - Assistant City Administrator (2017) • Citrus Heights, CA - City Manager (2022)
• Colma, CA - City Manager (2017)
• Compton, CA - City Manager (2022)
• Corona, CA - City Manager (2019)
• Coronado, CA
• Assistant City Manager (Current Search)
• City Manager (2021)
• Costa Mesa, CA - City Manager (2019)
• Cupertino, CA - City Manager (2019)
• Emeryville, CA - City Manager (Newly Awarded)
• Encinitas, CA - City Manager (2020)
• Fairfax, CA - Town Manager (2021)
• Foster City, CA - City Manager (In Negotiations with Top Candidate) • Fountain Valley, CA - City Manager (2017)
• Goleta, CA - Deputy City Manager (2017 & 2019)
• Grand Terrace, CA - City Manager (2021)
• Huntington Beach, CA - City Manager (2022)
•Indio, CA - City Manager (2010 & 2021)
• Irvine, CA - City Manager (2018)
• La Palma, CA - City Manager (2020)
• La Quinta, CA - City Manager (2019)
• Laguna Niguel, CA - City Manager (2017)
• Lake Forest, CA - City Manager (2017)
• Lincoln, CA - City Manager (2022)
• Loomis, CA - Town Manager (2017)
• Los Altos, CA - City Manager (2021)
• Mill Valley, CA - City Manager (2020 & Current Search) • Modesto, CA
• Deputy City Manager (2022)
• Deputy City Manager for Operations (2018)
• Deputy City Manager for Support (2018)
• Monterey, CA - City Manager (2018)
• Moorpark, CA - City Manager (2018)
• Morro Bay, CA - City Manager (2017)
• Nevada City, CA - City Manager (2022)
• Norco, CA - City Manager (Interviews Underway)
• Oakland, CA - City Administrator (2020)
• Orange, CA - City Manager (2022)
• Palm Desert, CA
• Assistant City Manager (2019)
• City Manager (2021)
• Palm Springs, CA - Assistant City Manager (2021)
• Palos Verdes Estates - City Manager (2022)
• Paso Robles, CA - Assistant City Manager (2019)
• Pomona, CA - City Manager (2019)
• Redlands, CA - City Manager (2019)
• Rialto, CA - City Administrator (2019)
• Riverside, CA - City Manager (Newly Awarded)
• Sacramento, CA
• Assistant City Manager - Public Safety (2018)
• Assistant City Manager - Municipal Services (2019)
• City Manager (2017)
• San Bruno, CA - City Manager (2018)
• Santa Monica, CA - City Manager (2021)
• Sierra Madre, CA - City Manager (2021)
• Stockton, CA - Deputy City Manager I (Two Placements) (2020) • Suisun City, CA - City Manager (2019)
• Upland, CA - City Manager (2021)
• Westlake Village, CA - City Manager (2019)
National Searches (All States)
• Allen, TX - City Manager (2019)
• Austin, TX
Assistant City Manager for Economic Opportunity & Affordability (2018) Assistant City Manager for Health & Environment/ Culture & Lifelong Learning (2018 & 2021)
• Assistant City Manager for Mobility (2019)
• Assistant City Manager for Safety (2019)
• Deputy City Manager (2019)
• Avondale, AZ - City Manager (Current Search)
• Brownsville, TX - City Manager (2018)
• Burleson, TX - Deputy City Manager (2021)
• Charlotte, NC - Assistant City Manager (2019 & Current Search) • Delray Beach, FL - City Manager (2019)
• Denton, TX - Assistant City Manager (2019)
• Green Valley Recreation, Inc. (AZ) - Chief Executive Officer (2020) • Lawrence, KS - City Manager (2019)
• Lewisville, TX - City Manager (2021)
• McKinney, TX - Assistant City Manager (2017)
• Miami Beach, FL - City Manager (2021)
• Naples, FL - City Manager (2022)
• Norfolk, VA - City Manager (2017)
• Ocean Reef Community Association, FL - President (2019) • Powell, OH - City Manager (2020)
• Reno, NV - City Manager (2017)
• South Padre Island, TX - City Manager (2017 & 2019)
• Sugar Land, TX - City Manager (2019)
• Sun City West, AZ - General Manager (2019)
The Woodlands Township, TX - President and General Manager (2020) • Upper Arlington, OH - City Manager (2019)
• Vancouver, WA
• Deputy City Manager - Community and Economic Development (2021) • Deputy City Manager for Enterprise Services (2021)
Waxhaw, NC - Town Manager (2017)
References
At Ralph Andersen & Associates, we feel strongly that our past client relationships will attest to the professionalism of our services. We would be pleased to provide additional references upon the City's request.
• City of Upland
460 N. Euclid Avenue, Upland, CA 91786
Bill Velto, Mayor
(909) 931-4100
Recruitment: City Manager
• City of Sierra Madre
232 W. Sierra Madre Blvd., Sierra Madre, CA 91024
Rachelle Arizmendi, Mayor
(626) 355-7135
Recruitment - City Manager
City of Norco
2870 Clark Avenue, Norco, CA 92860
Andy Okoro, City Manager
(951) 545-2017
Recruitment - City Manager
Project Work Plan
Summary of Our Search Process
The successful search process relies heavily on person-to-person contact to identify outstanding potential candidates and, in the evaluation phase, to gain a complete understanding of the background, experience, and management style of the top candidates. The executive recruitment techniques used by Ralph Andersen & Associates have been developed and used successfully with hundreds of clients for more than 50 years.
We feel that the key elements of the search process, which can be tailored to fit the specific needs of the City of Gustine, should include:
• Developing a comprehensive position profile based upon information obtained in meetings with the City Council, Interim City Manager, Administrative Services Director, and key staff members.
• Extensive personal outreach, via telephone and through internet technology, to qualified candidates throughout California, the Western Region, and, if desired by the City Council, across the nation.
• A marketing strategy that uses selected advertising to supplement the extensive candidate identification process, uses the Internet and social media, and also uses our already established professional contacts throughout the region and across the nation. • A screening and assessment process that narrows the field of candidates to those that most closely match the needs of the City and is based on extensive reference checks and telephone interviews with the top candidates.
• Delivering a product in the form of a search report that recommends the top group of candidates and provides the decision-makers with detailed information about their backgrounds and experience.
• Assistance during the interview and selection process and in the negotiation of a compensation package.
Search Work Plan
This section describes the usual steps in the search for a new City Manager for the City of Gustine.
This recruitment will be under the direction of Mr. Fred Wilson, Project Director/Search Consultant.
Task 1 - Review Project Management Approach
The Project Director, Mr. Wilson, will begin work on this project within 10 days (or sooner) after the City provides a contract or, alternatively, an official notice to proceed. The first task will include established individual and/or group meetings (via zoom) with the City Council, Interim City Manager, Administrative Services Director, and others, as appropriate, to finalize the recruiting and selection process. This will include discussion of the project management for this search, review of the work plan, confirmation of timing, and communication methods. Working collaboratively with the City Council, Interim City Manager, Administrative Services Director, and key City staff, this task will result in a more definitive timetable.
As part of our overall approach to this project, the Project Director will deliver regular status reports at each stage of the search. In addition, Mr. Wilson will be highly accessible and responsive to client requests and inquiries.
Task 2 - Develop Position Profile
The position profile for the City Manager is the guide for the entire search process. The development of the profile includes the collection of technical information and recruitment criteria.
Technical Information
Mr. Wilson will conduct video meetings with the City Council, Interim City Manager, Administrative Services Director, key statt members, and others as directed by the City to gain an understanding of the experience and professional background requirements desired in the City Manager. These meetings will also help the Search Consultant gain an understanding of the work environment and the issues facing the City of Gustine.
Recruitment Criteria
The recruitment criteria are those personal and professional characteristics and experiences desired in the City Manager. The criteria should reflect the goals and priorities of the City of Gustine.
Subsequent to the development and adoption of the candidate profile, the technical information and recruitment criteria will be documented in an information brochure prepared by Ralph Andersen & Associates. The brochure will be reviewed by the City in draft format, revised as appropriate, and published for use throughout the search.
Optional Service (Community Survey) - The City Council may desire obtaining input from the Community on the qualities they would like to see in the new City Manager. To facilitate Community input, the Project Director can conduct an on-line survey. Additionally, our process can allow for email comments to Ralph Andersen & Associates relative to the desired qualities in the next City Manager. See Cost Section for more details on pricing.
Task 3 - Outreach and Recruiting
This task is among the most important of the entire search. It is the focus of the activities of the Search Consultant and includes specific outreach and recruiting activities briefly described below.
Outreach
An accelerated outreach and advertising campaign will be developed. It will include the placement of ads in publications such as Western City Magazine, International City/County Management Association (ICMA), and other professional publications. Specific Internet sites related to government will be used as a method of extending the specific outreach in a short period of time
Additionally, the advertisement and the full text of the position profile (the recruitment brochure) will be placed on Ralph Andersen & Associates' website, which is accessed by a large number of qualified candidates. This method of outreach to potential applicants provides a confidential source that is monitored by many key level executives on an on- going basis.
Candidate Identification
Ralph Andersen & Associates will use their extensive contacts to focus the recruiting effort.
In making these contacts, the Search Consultant will target those individuals who meet the criteria set by the City. Each of the candidates identified through the recruiting efforts will
be sent an information brochure. Candidates will also be contacted directly to discuss the position and to solicit their interest in being considered.
Both the outreach and recruiting activities will result in applications and resumes from interested candidates. As they are received, resumes will be acknowledged and candidates will be advised of the general timing of the search process. The following tasks involve the actual selection process, once all resumes have been received.
Task 4 - Candidate Evaluation
This task will be conducted following the application closing date. It includes the following specific activities:
Screening
All of the applications will be carefully reviewed. Those that meet the recruitment criteria and minimum qualifications will be identified and subject to a more detailed evaluation. This evaluation will include consideration of such factors as professional experience, and size and complexity of the candidate's current organization as compared to the candidate profile.
Preliminary Research and Internet Review
The research staff of Ralph Andersen & Associates, under the direction of the Project Director, will conduct preliminary research and internet review for those candidates identified as the most qualified as a result of the screening process. This level of research will be done on a limited number of candidates to learn more about each candidate's public profile and related information that is available on the internet.
Preliminary Interviews via Video Technology
The Search Consultant will conduct preliminary interviews with the top group of candidates identified through the screening and preliminary research and Internet review processes.
The interviews are extensive and designed to gain additional information about the candidates' experience, management style, and "fil" with the recruitment criteria. Interviews will be conducted using video technology.
The screening portion of the candidate evaluation process typically reduces a field of applicants to approximately four (4) to six (6) individuals. Those individuals will be reviewed with the City prior to proceeding with the individual interviews.
Task 5 - Search Report
After completing Task 4, all documentation will be supplied to the City electronically. No hard copies will be supplied to the City for any phase of this search engagement. Mr. Wilson will prepare detailed information for review including resumes uploaded to a file sharing system (i.e., DropBox or ShareFile). Mr. Wilson will conduct a video conference call or in-person meeting with the City Council, Interim City Manager, Administrative Services Director or other designated representative to review the search report on the top candidates. The report divides all of the candidates into four groups including 1) the top group of candidates that are recommended to be interviewed via video by the City Council; 2) a backup group to the first group; 3) no further consideration group; and 4) lacks minimum qualifications. The search report will include candidate resumes and cover letters. The results of preliminary media research will be included. This video meeting will result in a confirmed group of top candidates for the City Council to further consider.
Important to note, we do not conduct references on finalist candidates. We typically do so on only the selected top candidate. Periodically, we may recommend conducting references on the top two candidates to assist the governing body in the final selection and is done in the final stages of the search process. Verifications such as credit check, DMV Report, and civil/criminal are typically conducted once a contingent offer is made to the selected candidate unless the finalist candidates)
give explicit approval and sign a release to proceed. Verifications are not conducted on all finalists other than the more standard education check before interviewing with the City Council.
The results of the Search Report will be a confirmed group of finalist candidates that the City Council will interview.
Task 6 - Selection
The final selection process will vary depending upon the desires of the City Council. The typical services provided by Ralph Andersen & Associates in the selection process are described briefly below:
• Mr. Wilson will coordinate the selection process for the finalist group of candidates. This includes handling the logistical matters with candidates and with the City.
Ralph Andersen & Associates will prepare an electronic interview booklet (uploaded to a file sharing program such as DropBox or ShareFile) that includes the resume, cover letter, and preliminary media research for each candidate. In addition, this electronic information will contain suggested questions and areas for discussion based upon the recruitment criteria. Electronic copies of the interview booklet will be provided in advance of the candidate interviews. No hard copies of material will be provided. Should the City desire hard copies, that will be to responsibility of the City to produce and distribute. • Mr. Wilson will facilitate the Interviews to assist the City through the selection process. This assistance will include an initial orientation, candidate introductions, and facilitation of discussion of candidates after all interviews have been completed. • Additionally, verifications will be made on the top two candidates and will include education verifications, Department of Motor Vehicle check, and credit check. Due to legislation, criminal checks ("Ban the Box") are only permissible when a contingent offer of employment is made. The results of these verifications will be discussed with the City at the appropriate time.
• Reference checks will be conducted on the top candidate. The results of these reference checks will be discussed with the City Council at the appropriate time during a closed session.
• As needed, the Search Consultant is available to provide assistance to the City Council in the final selection as may be desired. This assistance may include providing or obtaining any additional information desired to assist in making the final selection decision.
Task 7 - Negotiation
The Project Director is available to assist the City Council in negotiating a compensation package with the selected candidate. This includes recommendations on setting compensation levels.
Additionally, if desired by the City Council, Ralph Andersen & Associates will coordinate with the City Attorney to prepare a draft employment agreement and work with the City Council on the finalization of this document. As required by the Brown Act, the employment agreement for the new City Manager will be required to be approved and voted on in a public meeting at a regularly scheduled City Council meeting.
Task 8 - Close Out
After the City has reached agreement with the individual selected for the position, the Search Consultant will close out the search. These activities will include advising all of the finalist candidates of the status of the search by telephone.
Proposed Timeline
We anticipate approximately a 90 - 120-day time frame for this entire recruitment process but it may be extended due to the uncommon circumstances of the COVID-19 Pandemic. Importantly, there is the ability to begin this process effectively with the use of video technology and file sharing methods that support a very strategic approach under Mr. Wilson's direction, although most if not all meetings will be done in person, if possible.
A sample timeline is provided below.
Estimated Week
Task
of Completion
Task 1 - Review Project Management Approach Week One
Task 2 - Develop Position Profile and Recruitment Brochure Week One - Week Two Task 3 - Outreach and Recruiting Week Two - Seven
Ongoing Throughout Process
Task 4 - Candidate Evaluation typically more focused during Wee! Six and Week Seven
Task 5 - Search Report Week Eight - Week Nine
Task 6 - Selection Week Nine - Week Ten
Task 7 - Negotiation Week Ten - Week Eleven
Task 8 - Close Out Week Twelve
Proposed Fee
The recruitment effort for a new City Manager for the City of Gustine will be a comprehensive search process with a focus in California and the Western Region. The review of resumes and qualifications will be conducted on all candidates that submit giving the City the ability to select from a broad field of qualified candidates. The professional services fee to perform this search will be a fixed fee of $29,500* for recruitment services and all related expenses. *Note - Expenses included in this fixed fee include such items as advertising, consultant interaction, clerical, graphic design, research, and long-distance telephone charges. On top candidates, Internet and Lexis/Nexis searches will be conducted. Additionally, education verifications, DMV check, wants and warrants, civil and criminal litigation search, and credit check will be conducted on the top two candidates. Reference checks will be conducted on the top candidate. Should the City desire to conduct references calls on more than one candidate, a background fee of $1,800 per candidate will be billed in addition to the above stated fees.
Invoicing for Services - Ralph Andersen & Associates will bill the City in four installments as follows:
Following kick-off and finalization of recruitment brochure - $8,850 After the closing date - $8,850
After finalist interviews - $8,850
• Upon placement - $2,950
Progress payments will be due upon receipt.
Brochure - A full color electronic brochure will be developed for the City Manager recruitment. All pictures will be the responsibility of the City.
Optional Service (Community Survey) - Should the City choose to conduct a Community Survey with summarized results, this would be conducted for an additional $3,500.
Exception - Any candidate travel is the full responsibility of the City.
Guarantee
Ralph Andersen & Associates offers the industry-standard guarantee on our full search services. If within a one-year period after appointment, the City Manager resigns or is dismissed for cause, we will conduct another search free of all charges for professional services. The City of Gustine would be expected to pay for the reimbursement of all incurred expenses.
If a placement is not made in the first outreach effort, the Consultant will conduct a second outreach effort with no charge for Professional Services. The City would be expected to pay for all incurred expenses.
EXECUTIVE RECRUITMENT SERVICES
CITY MANAGER
CITY OF GUSTINE
Submittal date: June 9, 2022
Submitted by:
kell & Asociates Koff & Associates
A Galagher Company 2835 Seventh Street
Berkeley, CA 94710
Frank Rojas
Recruitment Manager
[email protected]
510.495.0448
June 9, 2022
Melanie Correa
Administrative Services Director
352 5t Street
Gustine, CA 95322
Dear Ms. Correa,
Thank you for the opportunity to submit our proposal to assist the City of Gustine with Executive Recruitment services. We are excited about the possibility of developing this partnership and supporting the City with the search for its next City Manager. Koff & Associates (K&A) Recruiting, a Gallagher company, is uniquely qualified based on over 37 years of assisting public agencies with finding and placing candidates dedicated to public service.
Our unique selling proposition lies in K&A Recruiting'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-understand data.
Conducting countless executive search efforts has made K&A Recruiting 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 will be the Project Manager for this recruitment effort with K&A Recruiting's support team. You can reach me at (510) 495-0448 or [email protected].
Sincerely,
Fillage
Frank Rojas
Recruitment Manager
RECRUITMENT SERVICES FOR CITY OF GUSTINE
Kott & Associates
4 Gallagher Company
Table of Contents
Business Information 1
Experience and Qualifications 1
Recent Successful Recruitments 2
Project Team 5
Project Approach / Methodology 7
References
Pricing Proposal 12
Other: Professional Services Agreement Acknowledgement 14 Signature Page 15
Attachment: Sample Brochure
2835 Seventh Street, Berkeley, California 94710 | 510.658.5633 | KoffAssociates.com A Gallagher Company
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, 2021, 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, INC. is our legal name. It is a Delaware company, and the FEIN is 36-4291971.
EXPERIENCE AND QUALIFICATIONS
With 37 years of HR experience, K&A Recruiting 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 Recruiting provides personal attention to and creates long-term We build enduring relationships with our clients. Because we care about and understand your relationships organization's people, culture, leadership, and unique needs, we identify highly qualified candidates to support your goals.
We source top talent reflective of the communities you serve. With our focus We value strength in on inclusion, networking and partnering with minority-based associations, diversity utilizing bias-reducing tools, and drawing from our own employees' certification training, we are leaders in public sector Diversity and Inclusion.
K&A Recruiting uses advanced programs and unique sourcing methods to identify candidates which traditional recruiting strategies might have missed.
We leverage innovative We continuously gather and analyze important data points and are always search technology looking ahead at how we can use information technology to better serve you.
Our long list of clients indicates our firm's reputation as a quality organization that produces comprehensive, sound, and cost-effective results. K&A Recruiting is "hands on" and responsive with the ability and expertise to identify the ideal candidate(s) for the City of Gustine.
K&A Recruiting 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.
RECRUITMENT SERVICES FOR CITY OF GUSTINE
1 RECENT SUCCESSFUL RECRUITMENTS
The following is a partial list of recent executive recruitments conducted by Frank Rojas (some while at a previous firm):
Agency Title Year Completed
City of Oceanside City Manager Current
Budget Manager, Public Works Dir., Asst. Public Works Dir. (2), Chief Financial Officer, Purchasing Manager, Controller, Communications City of Oxnard & Marketing Manager, Assistant City Attorney, Planning & Current - 2017 Environmental Manager, Assistant Director of Housing Programs I.T. Director, Deputy Director of Finance, Public Works Director, City of Berkeley Deputy City Attorney (2), Director of Health, Housing and Current - 2020 Community Services, Operations Manager (2)
City of Calexico City Manager, Chief of Police Current
City of Long Beach City Treasurer Current
County of San Mateo Deputy Director, Transportation Authority; Transportation Executive Officer for Civil Rights, Employee & Labor Relations, and Current/2021 Authority/District Human Resources; District Surveyor
Deputy Director of Finance, Accounting Manager, Manager of City of Berkeley Engineering, Operations Manager (2), Public Works Director, Asst. Current/2021/2020 City Attorney, Health Housing & Community Services Director Director of Public Works, Chief of Police, Director of Human Current/2021/2020 City of San Bernardino
Resources, Director of Animal Services, Director of Finance County of Riverside County Counsel, Diversity Equity and Inclusion Officer Current City of Leavenworth City Administrator Current
East Valley Water District General Manager/Chief Executive Officer Current Metro Parks Tacoma Chief Financial and Administrative Officer 2022 County of Stanislaus Director of Animal Services 2022
City of Tracy City Attorney 2022
City of Carson Public Works Operations Manager 2022
City of Riverside Budget Manager 2022
Contra Costa Water Dist. Director of Finance 2022
City of Lawndale Director of Finance and City Treasurer 2022 City of San Jose Chief Information Officer 2022
RECRUITMENT SERVICES FOR CITY OF GUSTINE
2 City of Woodland Park Chief of Police 2022
East Bay Regional Park Chief Information Officer 2022
District
City of Oroville Chief of Police 2022
Santa Barbara MTD Directo of Human Resources & Risk Management 2022 City of Salinas Chief of Police, City Manager, Finance Director 2021 Humboldt Waste 2021
Executive Director
Management Authority
City of Chico Public Works Director 2021
Tahoe Regional Planning Director of Human Resources & Organizational Development 2021 Agency
County of Santa Clara Planning Services Manager/Deputy Director 2021 First 5 Alameda County Human Resources Director 2021
City of San Diego Director of Transportation 2021
City of Glendale City Manager 2021
County of Riverside County Executive Officer 2021
Orange County Social Chief Deputy Director, Division Director (3) 2021/2020/2019 Services Agency
City of Carson Public Works Director, Community Services Director, City Manager 2021/2020/2019 City of Colton Public Works & Utility Services Director 2021 City of Redlands Director of Municipal Utilities & Engineering, Fire Chief 2021/2020 City of Ontario Economic Development Director 2021
Director of Human Resources & Development, Director of 2021/2020 County of Tulare Information & Communications Technology City of Millbrae Director of Finance, Community Development Director 2020 Development & Engineering Services Director, Economic 2020/2019 City of Avondale Development Director
City of Redlands Fire Chief, Director of Municipal Utilities & Engineering 2020 City of Shafter City Manager 2020
City of Ontario Municipal 2020
Assistant General Manager
Utilities
City of Bell Director of Community Development 2020
RECRUITMENT SERVICES FOR CITY OF GUSTINE
3 City of Los Angeles Human Resource & Payroll Project Manager (ERP implementation) 2020 County of San Public Works Director, Human Resources Director, Assistant HR 2020/2019/2018 Bernardino Director, Director of Land Use Services, Regional Parks Director Orange County LAFCO Assistant Executive Officer 2020
LA Metro Chief Ethics Officer 2020
Orange County Fire 2020/2017
Purchasing Manager, Fleet Manager, Human Resource Director Authority
City of Banning Director of Administrative Services, Director of Parks and Recreation 2019 City of Santa Ana City Manager, Parks & Recreation Director 2019 City of Bell Gardens City Manager 2019
City of Anaheim Deputy Planning Director, Engineering Manager, Buyer 2020/2018/2016 City of Garden Grove Finance Director, City Manager 2019/2016 Desert Healthcare 2019
Chief Executive Officer
District
City of San Marino City Manager 2018
County of San Luis
County Administrative Officer 2018
Obispo
County of Imperial County Executive Officer 2018
City of Avalon City Manager 2018
RECRUITMENT SERVICES FOR CITY OF GUSTINE
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/structural, transportation, and private industry.
Frank began his career in Contract Labor. Over the 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.
In addition to recently completing recruitments for the City of Salinas, City of Berkeley, City of San Diego, City of Oxnard, and First 5 Alameda County, recent successful efforts include positions of Finance Director, County Executive Officer, Director of Human Resources & Development, City Manager, Director of Transportation, Chief Ethics Officer, and Director-level hires for Information Technology, Social Services, Public Works, Economic Development, Community Services, Animal Services, and Division/Site General Managers.
Frank has been named in the top 1% viewed profiles on Linkedin and has established a strong client and customer base through trust, effective recruiting, relationship building, and teamwork.
RECRUITMENT SERVICES FOR CITY OF GUSTINE
KOft Associated
PROJECT TEAM, Cont.
Joshua Boudreaux
Recruiting Supervisor
Joshua has over nine (9) years of public sector Human Resources experience.
He began his public sector journey as a labor representative with the Orange County Employees Association representing employees in grievances, investigations, meet and confers, interactive processes, arbitrations, and negotiations. He transitioned into the HR world at the City of Anaheim where he led classification and compensation projects. At the Orange County Fire Authority, he worked closely with Battalion and Division Chiefs on projects such as classification and compensation, employee relations, and recruitment.
Prior to joining K&A, Joshua served as an Administrative Manager for the County of Orange where he handled employee grievances, conducted investigations, and represented the County on meet and confer items. He served as the President of the Orange County Human Resources Consortium in 2017-2018. Since joining K&A, Joshua partners his classification and compensation experience, marketing skills, and recruitment experience to bring a full-service experience to all clients. He currently manages full-cycle recruitments for California public sector agencies including, cities, counties, and special districts. He provides supervisory oversight for technical, professional, and management recruitments.
Joshua earned his B.S. in Political Science with a concentration in American Politics from the University of California, Los Angeles; his Master's in Public Administration from Chapman University (Brandman); and a Master's Certificate in Human Resources with emphasis in Labor Relations from Cornell University.
Current & Previous Recruitments: City of Seaside - Associate Engineer, Senior Engineer; City of Fairfield - Fire Inspector I/ll; Valley Water District - Environmental Planner/Regulatory Specialist, Senior Engineering Technician, Sr. Information Systems Technician; County of Sonoma - Real Estate Manager; Alameda County Water District - Director of Engineering; Dublin San Ramon - Waste Water Treatment Superintendent, Electrician Il; City of Long Beach - Jail Administrator, Medical Director, Occupational Health Services Manager; Port of Oakland - Maintenance Manager; City of Gilroy - Fleet Superintendent; Big Bear Lake - Senior Accountant; City of Richmond - Budget Administrator, Accounting Manager; Monterey One Water - SCADA Analyst; City of Richmond - Deputy Director of Community Services: Employment and Training.
RECRUITMENT SERVICES FOR CITY OF GUSTINE
6 A Gallagher Company
PROJECT APPROACH/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 Recruiting will provide weekly progress reports to the City Council and participate in conference calls and onsite meetings as requested.
We are responsible for ensuring compliance, adhering to, and maintaining all legally mandated documentation throughout the process.
Step 2: Five Step 5:
Step 3: Background,
Step 1: Ideal Week Window of Step 4: Interview
Recommendation
Candidate Profile Application and Facilitation References, and of Candidates Offer
Sourcing
RECRUITMENT SERVICES FOR CITY OF GUSTINE
Step 1: Ideal Candidate Profile
Developing the profile for the ideal job candidate for the position is crucial for a successful search process.
We will coordinate with the Interim City Manager, Administrative Services Director, and City Council 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; • Personal and professional attributes required of and priorities for the new incumbent; • Type of working relationship senior leadership desire with the new incumbent; • Advertising strategies in conjunction with a national and/or regional outreach campaign; • Compensation levels; and
• Schedule of deliverables from K&A Recruiting.
After meeting(s) with the City Council, 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 Council's feedback. The brochure will highlight the strengths of the City of Gustine 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 Application & Sourcing
K&A Recruiting 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 Council 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.
In coordination with the City Council, K&A Recruiting will:
Identify 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 Council, including candidate documents, interview notes, and an outline of the recruitment process.
RECRUITMENT SERVICES FOR CITY OF GUSTINE
8 Step 3: Recommendation of Candidates
K&A Recruiting will provide the City Council 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 Council 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,
• The level of commitment to the position and the organization; and • Other issues, including salary requirements.
Step 4: Interview Facilitation
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 Hiring Authority and candidates to ensure everyone is well prepared.
Interview 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 Council.
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 Council at the beginning and conclusion of the interviews to identify the most qualified candidate(s) for final interviews.
Step 5: Background, References, and Offer
K&A Recruiting 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 Recruiting 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.
RECRUITMENT SERVICES FOR CITY OF GUSTINE
9 ASse
A Lie che
Project Schedule
The following is a typical schedule for conducting recruitment efforts. Search efforts for executive recruitments generally take twelve to fourteen (12-14) weeks to complete, allowing enough time for all steps of the process and client schedules.
Weeks 2 6 8 10 12 14
Step 1
Step 2
Step 3
Step 4
Step 5
RECRUITMENT SERVICES FOR CITY OF GUSTINE
10 REFERENCES
We are proud of our past recruitment work with clients to successfully place candidates to meet their organization's needs.
Recruitment & Agency Contact
Oxnard, City of Lisa Baker
Assistant Director, Human Resources
Public Works Director, Asst. Public Works Director (2), Chief 805.385.7596 Financial Officer, Purchasing Manager, Controller, abaker @oxnard.org Communications & Marketing Manager, Assistant City Attorney, 4300 W. Third Street Civil/Traffic Engineers Oxnard, CA 93030
San Bernardino, City of Edelia Eveland
Assistant City Manager
Director of Community & Economic Development, 909.384.5262 Chief of Police, Director of Human Resources, eveland edcbsbcily.org Director of Animal Services, Finance Director 290 North 'D' Street San Bernardino, CA 92401
Berkeley, City of Paul Buddenhagen, Deputy City Manager Liam Garland, Public Works Director
Director of Health, Housing, and Community Services, Public 510.981.7014 Works Director, Deputy City Attorney(s), Manager of pbuddenhagen vetyofberceley mo Engineering, Operations Manager(s) 510.981.6303
tearland @cityotberkeley.into
2180 Milvia St
Berkeley, CA 94704
Salinas, City of Marina Horta-Gallegos
Human Resources Director
City Manager 831.758.7417
Finance Director marinahjoci.salinas.ca.us
Chief of Police 200 Lincoln Avenue
Assistant Finance Director Salinas, CA 93901
RECRUITMENT SERVICES FOR CITY OF GUSTINE
11 PRICING PROPOSAL
Project
• City Manager
• Total not-to-exceed professional fee of $25,000, which includes all professional services and expenses, including brochure development and design, advertising, printing and shipping, associated consultant travel if required, and background.
• Invoices will be billed monthly in four equal increments of $6,250.
Note: Expenses do not include candidate travel.
Optional: Recruitment Video
In 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 attract more job seekers and effectively expand the talent pool. Videos run approximately three-minutes in length and highlight the workplace environment, local landscape, and include interviews with selected staff. This video is optional and costs $3,500.
Placemeni Guarantee
K&A Recruiting 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 Council 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 Council 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.
In addition, for full recruitments for executive and mid-management positions, should the incumbent leave the position or be terminated from employment within 12 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 Recruiting's retention rate during the first 12 months of hire is robust and has been above 95% over the last 37 years.
RECRUITMENT SERVICES FOR CITY OF GUSTINE
12 Kott * Associates
A Gailagner Company
Recruiting Process During Covid-19 Crisis
We will work to counterbalance market forces and build a pipeline of potential candidates through strong marketing and branding efforts, including videos, job postings, and a social media campaign. Our ongoing communication with candidates helps with reputation and keeps them engaged; so, when there is an opportunity that matches their background, we reduce the time-to-hire. As always, communication is key.
Candidates who experience a warm, communicative recruitment experience are more likely to maintain their interest and are more likely to feel welcomed into the organization. The recruitment experience is the first impression your employee receives and is a crucial factor in employee engagement and tenure.
We have embraced the virtual interview. The push into virtual technologies due to the pandemic was generally new for many public agencies. Our crystal ball tells us that virtual interviewing is not going away regardless of how the public sector world evolves going forward beyond the pandemic. Although virtual interviewing may have become necessary during this crisis, it is not a temporary strategy that should fall to the wayside; how we communicate in virtual interviews is essential and will continue to be as we move forward.
To conduct an effective virtual interview, simple steps can be taken to ensure a predictable and high-quality process. We will be clear on exactly how the interview process will go and what candidates should expect. We are savvy at navigating the technology and can help with technical challenges on the fly. Coaching panel members to maintain a professional demeanor during virtual interviews and eliminate smartphone or other competing screen distractions, just as you would in person, can also help the process.
K&A Recruiting Organizational Diversity Statement
This statement reaffirms our commitment to affirmative action efforts and 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 Recruiting 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.
RECRUITMENT SERVICES FOR CITY OF GUSTINE
13 Koft & Associates
OTHER: PROFESSIONAL SERVICES AGREEMENT ACKNOWLEDGEMENT
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.
INSURANCE 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:
› Commercial General Liability (CGL) insurance on an ISO form number CG 00 01 (or equivalent) covering 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 $2,000,000 per occurrence;
• Workers Compensation insurance with statutory limits, as required by the state in which the work takes place, and Employer's Liability insurance with limits no less than $1,000,000 per accident for bodily injury or disease. Insurer will be licensed to do business in the state in which the work takes place; • Automobile Liability insurance on an ISO form number CA 00 01 covering all hired and non-owned automobiles with limit of $1,000,000 per accident for bodily injury and property damage; • Umbrella Liability insurance providing excess coverage over all limits and coverages with a limits no less than $10,000,000 per occurrence or in the aggregate;
• Errors & Omissions Liability insurance, including extended reporting conditions of two (2) years with limits of no less than $5,000,000 per claim, or $10,000,000 in the aggregate; • Cyber Liability, Technology Errors & Omissions, and Network Security & Privacy Liability insurance, including extended reporting conditions of two (2) years with limits no less than $2,000,000 per claim and in the aggregate, inclusive of defense cost; and
› Crime insurance covering third-party crime and employee dishonesty with limits of no less than $1,000,000 per claim and in the aggregate.
• All commercial insurance policies shall be written with insurers that have a minimum AM Best rating of no 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 Insurance evidencing the coverages set forth in this section shall be provided to Client upon request.
RECRUITMENT SERVICES FOR CITY OF GUSTINE
14 Kolf & Associates
A Gallagher Company
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.
Respectfully submitted,
By: KOFF & ASSOCIATES
State of California
Frank Rojas Date: June 9, 2022
Recruitment Manager
RECRUITMENT SERVICES FOR CITY OF GUSTINE
15 Chiet of Police
CALEXICO
CALIFORNIA
Koff & Associates
A Gallagher Company
Mission Statement
To build trust in the community by respecting and protecting the constitutional rights of all persons, providing service with honor and respect, protecting life, and promoting strong partnerships with the community thereby increasing the quality of life for all of Calexico.
Vision
To enhance public safety through community awareness and engagement
CITY OF CALEXICO CA To promote police-community partnerships and interaction whereby the police respond to the needs of the community and the community supports its police department
Founded in 1899 and incorporated in 1908, the City of Calexico is geographically located in Imperial County on the US-Mexican border To reduce the fear of crime through community-based policing midway between the cities of San Diego and Yuma and has a population of To provide mentors to our community and its greatest natural approximately 40,000 residents. Calexico is regionally known as a friendly, resource "The Children" active border community that attracts hardworking people who take great pride in the City's 113-year history. Approximately 100 miles from San Diego Core Values and 200 miles from Los Angeles makes Calexico an attrartive location for Duty - To serve the community first, and with consideration of major employment, entertainment and tourist areas in the region. others always Loyalty - To serve the community, profession, and organization CITY GOVERNMENT Respect - To treat others as you treat a family member, with dignity and compassion
Calexico is a full-service, general law government city operating under the Honor - To live up to the tenets of the law enforcement code of Council-Manager form of government. The City residents elect an at-large ethics and the values of the police service non-partisan Mayor and four Councilmembers for four-year overlapping terms. The City Manager is appointed by the City Council to oversee all City Integrity - Do the right thing always and engage in behavior that is operations/personnei. The City employs 150 employees in the following ethical, professional and demonstrates good character departments: Administration, Finance, Human Resources, Economic/ Courage - To face adversity with dignity and poise Community Development, City Clerk & Information Technology, Police, Fire, Dedication - To provide selfless service to the community as a Development Services, Community Services, Public Works and Utilities. police employee
To learn more about the City of Calexico, go to: www.calexico.ca.gov
POLICE CHIEF
CALEXICO CA POLICE DEPARTMENT
Under the direction of the City Manager, plan, organize, control and direct The purpose of the Calexico Police Department is to safeguard the lives the activities and personnel of the Calexico Police Department; assure the and property of those we serve and to hold perpetrators accountable for protection of life and property and prevention of crimes; direct Department their actions. Through community partnership, the department will work operations including crime prevention, law enforcement, public relations, diligently every day to reduce the incidence of crime and improve the border patrols and related functions; supervise and evaluate the quality of life. Our mandate is to do so with honor and integrity, while at all performance of assigned personnel. times conducting ourselves with the highest ethical standards to maintain Essential Duties
public confidence. The Calexico Police Department consists of two divisions:
Operations (Patrol) and Support Services (Records, Communications, Animal Plan, organize, control and direct the activities and personnel of Control, Evidence, Parking Enforcement, and Reserves). Currently, there are the Calexico Police Department; develop, coordinate and evaluate 37 full-time and two part-time employees in the Department. Departmental activities and programs; meet with staff, City officials, citizens and others regularly to discuss day-to-day problems, develop strategies to resolve future problems and to assure maximum benefit from available resources.
Prepare department annual operating budget; control and monitor expenses within budget; assure fiscal responsibility and cost consciousness; prepare budget and grant applications, reports and ¿ALEXICO letters as appropriate; identify sources for grants.
Establish and assign patrols for the Border Safety Zone; monitor daily flnw of pedestrians and vehicles through the Calexico Port of Entry from Mexico into the United States; monitor and assure compliance with State and federal regulations regarding narcotics trafficking, contraband, technology, money, weapons and crimes against people or property.
Provide technical expertise, information and assistance to various administrators, officials and Council members regarding Police Department functions; assist in the formulation of policies, procedures and programs to assure an economical, safe and efficient work environment; provide consultation concerning unusual trends or problems and recommend appropriate corrective action.
Resolve complaints, concerns, issues or questions regarding Police Department personnel or Departmental policies or procedures; conduct private or group meetings or respond by telephone or written communications as needed; meet with Council and City Manager regarding priorities and services; oversee Internal Affairs investigations.
Prepare and review a variety of administrative reports, correspondence IDEAL CANDIDATE and other written materials; direct the preparation and maintenance of Police files, records and reports; review and revise written policy based The ideal candidate will be a collaborative, seasoned, innovator who leads on legislative changes, court decisions and City Council directives. from a position of humility, compassion and courage. The next Chief will Represent the City at various functions and meetings; attend City be out in the community, meeting people, responsive, and sensitive to Council, staff, community, citizen and other meetings as assigned; meet the community's needs; particularly our hard to reach and disadvantaged with various State and federal agencies including Mexican state, federal community partners. The ideal Chief leads by example, is transparent and an and related agencies. engaging team-builder who is able to lead a professional law enforcement Confer with other law enforcement officials to coordinate investigations agency engaged in proactive community policing. The successful candidate and enforcement efforts and discuss law enforcement issues. will have excellent communication and interpersonal skills necessary to build positive working relationships and professional partnerships, and prope Show done Ol be a collaborative, inclusive, and ethical leader. The City's Chief of Police Technical and administrative phases of crime prevention, law should be accessible to all, relate well to the rank and file, lead with fairness, enforcement, rules of evidence and related functions; Modern principles, and embrace workforce diversity in recruiting and hiring. The successful practices and methods of Police administration, organization and Chief will provide consistent, honest and proactive communication up and operations. down the chain-of-command, The successful Chief will be a champion of Municipal, State and federal criminal and related laws, ordinances and outreach into the community and able to cultivate successful relationships codes. with community groups and civic leaders as well as neighborhood groups and associations. The ideal candidate should be apolitical, yet politically Fundamental principles and modern practices of administration, savvy. He/ She will work closely with the City Manager, City Council and including those related to office management, personnel and general community. He/She will have a track record as an effective change agent; budgetary and fiscal practices with special emphasis in the area of motivational, proactive, innovative, and compassionate, as well as flexible public safety.
and patient. The Chief's passion for police work in service to the community Oral and written communication skills; Interpersonal skilis using tact, will be a hallmark of his/her daily endeavors. patience and courtesy.
Principles and practices of administration, supervision and training.
KEY ATTRIBUTES AND CHARACTERISTICS
Plan, evaluate and direct the work of subordinates performing varied Humility. A steadfast leader who can serve with empathy and operations connected with Police activities. compassion.
Assure effective Police protection of the citizens of Calexico. A leader who will set the example, be visible, and can build a community-focused environment while ensuring inclusiveness, Oversee and direct diversified programs and activities within the Police transparency, and trust within the department and the city.
Department.
Politically astute, Understand and be conscientious of community Establish and maintain effective and cooperative working relationships perception and needs. Be an example to others by being accountable, with other City officials, State and federal authorities, civic leaders and setting a positive example, and setting a high standard of professional the general public.
and personal integrity.
Analyze complex Police problems and adopt quick, effective and Excellent communication and interpersonal skills; possesses humility, is reasonable courses of action with due regard to surrounding hazards honest, and cares about their community and the people he/she leads. and circumstances.
Read, interpret, apply and explain rules, regulations, policies and procedures.
Bereavement Leave: Up to three days.
Life Insurance: City paid $50,000. term policy. Employee may purchase additional life insurance.
Employee Assistance Program: is offered to employee and eligible dependents.
Deferred Compensation: a deferred compensation plan is available to employees.
At-Will position. Employee will receive an employment contract providing for severance benefits of 3 months' salary.
APPLICATION PROCESS
A compassionate manager that provides staff support, takes an interest in employee growth and development, mentoring, as well as their Final filing date: Friday, May 13, 2022
physical and mental health.
To be considered, please submit a resume, cover letter, and five work-related The ability to collaborate and build consensus and partnerships with references to: https://koffassociates.com/police-chief-21 outside agencies.
For additional information, please contact:
A visionary leader who understands small town nuances and strives to achieve the city's long-term vision for its Police Department.
Kolf & Associates
QUALIFICATIONS A Galanter Corpon
Education: Bachelor's degree in criminal justice, public administration or Frank Rojas Carlo Zabala (510) 495-0448 (510) 342-3233
OR combination of education and training equivalent to a Bachelor's [email protected] [email protected]
degree in criminal justice, public administration or similar degree.
Experience: Seven years experience in a qualified federal, state, or local Website: https//koffassociates.com/ law enforcement agency including at least three years of division-level Resumes will be screened based on the criteria outlined in this brochure.
Candidates with the most relevant qualifications will be given preliminary Licenses or Certificates: Possession of a valid California Driver's License, interviews by the consultant. Koff & Associates will report the results to POST Supervisory and Management Certificates, the City. The City will then select candidates. Extensive reference and background checks will be completed on the selected candidate.
Bi-Lingual English Spanish highly desirable.
COMPENSATION AND BENEFITS
The annual salary range: $114,495 to $139,173 (compensation is being reviewed and may increase in the next 6-12 months).
Retirement: The City participates in CalPERS with a 2.0% @ 50 formula for Classic Employees, with an employee contribution of 9%. For employees covered under PEPRA, the retirement formula is 2.7% @ 57.
City pays the employer share with an employee contribution of 13%.
Health Benefits: The City participates in a Self-Funded Health Insurance Program which includes an excellent medical plan, along with dental and vision. The City pays 80% of the plan cost, 20% of the cost is paid by the employee.
Holidays: 12 paid holidays annually plus 2 floating holidays.
Administrative leave: (ity Executive Management are entitled to 64 hours of management leave per calendar year.
Vacation: Accumulates 12 working days the 1st year; increases are dependent on years of service. May carry up to 2-years balance.
Sick Leave: Employees accrue at the rate of one day for each full month of employment (eight-hour day).
Presented by:
SECTARIS Sherri Reusche, Partner and Lead Consultant
PARTNERS Adam Cox, Managing Partner
Sectaris Partners LLC
[email protected]
STRATEGIC PLANNING
209.631.3803
DEVELOPMENT
PROJECT MANAGEMENT
PROPOSAL TO
CITY OF GUSTINE
CITY MANAGER
SEARCH
www.sectaris.partners JUNE 9, 2022
Sectaris Partners is pleased to offer this proposal to the City of Gustine for city manager executive recruitment services.
Sectaris Partners is a firm with a roster of professionals who collectively have over 140+ years of experience in the administration and innovation of public agencies and nonprofit organizations. Based in Calaveras, senior consultant and partner Sherri Reusche will be the lead project manager, assisted by Merced-based managing partner Adam Cox.
Sectaris Partners believe that a City Manager should understand and manage the budget. They should be able to delegate tasks to City employees and work with the executive team in a positive manner. It is important for the City Manager to represent the City to the media and public with integrity and clarity.
The individual chosen by the City must have a demonstrable history of effective community leadership and transparent governance. They also need the ability to address the concerns of City residents and have a cultural understanding.
Our firm strongly believes in transparency and accountability, both for ourselves and for the candidates we field on behalf of our client. This proposal will detail our commitment to support your City as it undertakes this very important responsibility with the appointment of a permanent City Manager.
Our search process will include working with the Interim City Manager and Administrative Services Director along with the City Council members to identify desirable qualifications and characteristics of its next City Manager. Sectaris will review with the Council members the roles and responsibilities and expectations. We will meet in closed session with the Council members and also individually to capture a thorough profile of the ideal candidate.
Next, we will develop advertising materials, publish the posting, and respond/reach out to potential applicants. The job announcement will be circulated to various job sites and professional organizations and publications locally, regionally, and statewide. This job announcement will detail the City's instructions to prospective candidates on what materials should be included with their application packet.
Sectaris consultants will make themselves available to field inquiries from prospective candidates and will collect all applications. Initial candidate screening will be performed, and qualified respondents will be invited to speak directly with us. This provides prospective candidates an opportunity to clarify anything in their application and allows us to gauge interpersonal skills and review their experience and accomplishments in-depth. Qualified candidates will receive thorough background checks including personal and professional reference checks. Applicants will be screened either face-to-face or via video conference.
All qualified candidates' applications will be presented to the City Council in a closed session meeting to determine whom the Council would like to interview. The format of the interviews will also be determined at this point. It's important to note that all respondents to the job advertisement will be presented to the City Council and they will be ranked or grouped as meeting, or not meeting, qualifications, etc.
Sectaris Partners will work with the City to schedule an interview meeting location and will coordinate scheduling of candidate interviews. During interviews, Sectaris will provide on-site support to the Council.
After the Council interviews all finalists, Sectaris will facilitate a discussion among the Council members to determine if there is consensus on one or more of the candidates. Should a clear candidate emerge, we will work with the City to move forward with the employment agreement negotiation process (led by City's legal counsel). Should the City Council decide they would like more information or would like to perform an extra level of due diligence on a candidate(s), Sectaris will facilitate virtual or in-person 2nd round interviews.
As we mentioned, our firm believes in transparent and accountable leadership. Our consultants will provide recommendenations, not pressure, to the City Council, in the event it is not ready to make a decision.
About Our Team
Sherri Reusche, a partner and senior search consultant for Sectaris, has been an elected school board trustee for 17 years. She has been involved in the California School Boards Association, having served as a Delegate, on the Board of Directors, and as Vice President. She has spent many years working with the Calaveras Chamber of Commerce and Calaveras Community Action Agency performing outreach and forging partnerships, and has also been a proud Rotarian for 27 years. She holds a B.S. in Liberal Studies from California State University of Sacramento and an M.S. in Leadership and Instruction from National University.
Sherri Reusche Sherri has worked closely with many public agencies and has performed multiple Partner and Lead Consultant executive searches.
Adam Cox, managing partner, has been a nonprofit and public agency leader for nearly 15 years. As an elected official for over a decade, Adam learned the importance of transparency and accountability in governance; he believes bad government is a choice - one that can be corrected - and works for all his clients with that in mind. Adam holds a B.S. in Political Science from Arizona State University.
Project Timeline
Adam Cox Description Target Date
Managing Partner Interim City Manager and Administrative Services Director June 2022 meets with Sectaris Partners
Meet with City Council individually and collectively By July 20 (in closed session)
Posting & Advertising Date By August 1
Application Deadline By August 28, 11:50PM
Applications and references reviewed with City Council By September 16 (in closed session)
First round interviews Week of September 19
References Second round interviews (if needed) Week of September 26 Merced City School District
City Council approval of new City Manager contract By October 14 Birdi Olivarez-Kidwell
Board President
209-756-5520
Budget
Sectaris Partners proposes a fee of $7,500 for this search.
Chester Public Utility District
Stephen Voboril Materials, job announcement advertisements) in local, regional and statewide Board President publications and any applicable background check fees are included in the above 530-258-6329
Indian Valley Additional services such as leading negotiations in liev-of legal counsel, strategic Community Services District planning services, governance team training, or executive coaching for the new City Bob Orange Manager are available and will be billed at the rate of $100/hour per partner.
Board President
530-249-2190 We appreciate the opportunity to serve the City of Gustine.
Sheri Reusche, Partner