AGREEMENT FOR PROFESSIONAL SERVICES
THIS AGREEMENT is made and entered into this 5tn day of December, 2022, by and between the City of Merced, a California Charter Municipal Corporation, whose address of record is 678 West 18'h Street, Merced, California 95340, (hereinafter referred to as "City") and GVP Ventures, Inc. dba Bob Murray & Associates, a California Corporation, whose address of record is 1544 Eureka Road, Suite 280, Roseville, CA 95661, (hereinafter referred to as "Consultant").
WHEREAS, City is undertaking a project to conduct executive recruitments; and,
WHEREAS, Consultant represents that it possesses the professional skills to provide executive recruitment services in connection with said project; and, WHEREAS, The City Council shall provide direction regarding contracting for executive recruitment services for the position of City Attorney and general executive recruiting services.
NOW, THEREFORE, the parties hereto, in consideration of the mutual covenants hereinafter recited, hereby agree as follows:
1. A. SCOPE OF SERVICES. The Consultant shall furnish the following services: Consultant shall provide the executive recruitment services described in Exhibit "A - A Proposal to Conduct an Executive Recruitment for the Position of Police Chief" attached hereto.
B. SCOPE OF SERVICES. If approved and directed by the
Merced City Council, the Consultant shall furnish the following services:
Consultant shall provide the executive recruitment services described in Exhibit "B - A Proposal to Conduct an Executive Recruitment for the Position of City Attorney" attached hereto.
C. SCOPE OF SERVICES. If approved and directed by the
Merced City Council, the Consultant shall furnish the following services:
Consultant shall provide the executive recruitment services described in Exhibit "C - A Proposal to Conduct an Executive Recruiting Services" attached hereto.
X: AgreementsiCity Manager|2022\PSA - GVP Ventures dba Bob Murray Assoc re Executive Recruitments.docx 1 No additional services shall be performed by Consultant unless approved in advance in writing by the City, stating the dollar value of the services, the method of payment, and any adjustment in contract time. All such services are to be coordinated with City and the results of the work shall be monitored by the City Manager or designee. However, the means by which the work is accomplished shall be the sole responsibility of the Consultant.
2. A. TIME OF PERFORMANCE. All of the work outlined in the Scope of Services shall be completed in accordance with the Schedule outlined in Exhibit "A" attached hereto and incorporated herein by reference. By mutual agreement and written addendum to this Agreement, the City and the Consultant may change the requirements in said Schedule.
B. TIME OF PERFORMANCE. If and as approved by the
Merced City Council, all of the work outlined in the Scope of Services shall be completed in accordance with the Schedules outlined in Exhibits "B" and "C" attached hereto and incorporated herein by reference. By mutual agreement and written addendum to this Agreement, the City and the Consultant may change the requirements in said Schedules.
3. A. TERM OF AGREEMENT. The term of this Agreement as
outlined in Exhibit "A" shall commence upon the day first above written and end on June 30, 2023.
B. TERM OF AGREEMENT. If and as approved by the Merced
City Council, the Agreement for Services outlined in Exhibits "B" and "C" shall commence as agreed upon by City staff and the Consultant and end by September 30, 2023.
4. A. COMPENSATION. Payment by the City to the Consultant for actual services rendered under this Agreement, as contained in Exhibit "A", shall be made upon presentation of an invoice detailing services performed under the Scope of Services, in accordance with the fee schedule set forth in Exhibit "A" attached hereto and incorporated herein by reference. The Consultant agrees to provide all services required under the Scope of Services in Exhibit "A" within the compensation amount set forth in Exhibit "A". . For Consultant's services rendered under this Agreement, City shall pay Consultant the not to exceed sum of $27,000.00, including expenses as approved by the City Manager.
X: \Agreements\City Manager 2022\PSA - GVP Ventures dba Bob Murray Assoc re Executive Recruitments.docx 2 B. COMPENSATION. Payment by the City to the Consultant for actual services rendered under this Agreement, as contained in Exhibits "B" and "C," if and as approved by the Merced City Council, shall be made upon presentation of invoices detailing services performed under the Scope of Services, in accordance with the fee schedules set forth in Exhibits "B" and "C" attached hereto and incorporated herein by reference. The Consultant agrees to provide all services required under the Scope of Services in Exhibits "B" and "C", if and as approved by the Merced City Council, within the compensation amounts set forth in Exhibits "B" and "C", if and as approved by the Merced City Council.
For Consultant's services rendered under this Agreement for Exhibit "B", City shall pay Consultant the not to exceed sum of $32,000.00, including expenses as approved by the City Manager.
For Consultant's services rendered under this Agreement for Exhibit "C" ', City shall pay Consultant the not to exceed sum of $25,000.00, including expenses as approved by the City Manager.
METHOD OF PAYMENT. Compensation to Consultant shall be
paid by the City after submission by Consultant of an invoice delineating the services performed.
RECORDS. It is understood and agreed that all plans, studies, specifications, data magnetically or otherwise recorded on computer or computer diskettes, records, files, reports, etc., in possession of the Consultant relating to the matters covered by this Agreement shall be the property of the City, and Consultant hereby agrees to deliver the same to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials including but not limited to those set forth hereinabove, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use.
7. CONSULTANT'S BOOKS AND RECORDS. Consultant shall
maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement. Any records or documents required to be maintained shall be made available for inspection, audit and/or copying at any time during regular business hours, upon oral or written request of the City.
X: \Agreements\City Manager\2022\PSA - GVP Ventures dba Bob Murray Assoc re Executive Recruitments.docx 3 8. INDEPENDENT CONTRACTOR. It is expressly understood that Consultant is an independent contractor and that its employees shall not be employees of or have any contractual relationship with the City. Consultant shall be responsible for the payment of all taxes, workers' compensation insurance and unemployment insurance. Should Consultant desire any insurance protection, the Consultant is to acquire same at its expense.
In the event Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, protect, defend, and hold harmless the City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
9. INDEMNITY. Consultant shall indemnify, protect, defend (with legal counsel selected by the City), save and hold City, its officers, employees, and agents, harmless from any and all claims or causes of action for death or injury to persons, or damage to property resulting from intentional or negligent acts, errors, or omissions of Consultant or Consultant's officers, employees, volunteers, and agents during performance of this Agreement; Consultant shall indemnify, protect, defend (with counsel selected by the City) save and hold City, its officers, employees and agents harmless from any and all claims or causes of action for any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct, negligent acts, or omissions of Consultant or its employees, subcontractors, or agents, or by the quality or character of Consultant's work, or resulting from the negligence of the City, its officers, employees, volunteers and agents, except for loss caused by the sole negligence or willful misconduct of the City or its officers, employees, volunteers or agents. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall survive the termination of this Agreement and shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material X:\Agreements\City Manager\2022\PSA - GVP Ventures dba Bob Murray Assoc re Executive Recruitments.docx 4 element of consideration.
10. INSURANCE. During the term of this Agreement, Consultant shall maintain in full force and effect at its own cost and expense, the following insurance coverage.
a. Workers' Compensation Insurance. Full workers' compensation insurance shall be provided with a limit of at least One Hundred Thousand Dollars ($100,000) for any one person and as required by law, including Employer's Liability limits of $1,000,000.00 per accident. The policy shall be endorsed to waive the insurer's subrogation rights against the City. b. General Liability.
(i) Consultant shall obtain and keep in full force and effect general hability coverage at least as broad as ISO commercial general liability coverage occurrence Form CG 0001.
(ii) Consultant shall maintain limits of no less than One Million Dollars ($1,000,000) per occurrence for bodily injury, personal injury and property damage.
(ili) The City, its officers, employees, volunteers and agents are to be named as additional insureds under the policy, as respects liability arising out of work or operations performed by or on behalf of the Consultant.
(iv) The policy shall stipulate that this insurance will operate as primary insurance for work performed by Consultant and its sub-contractors, and that any other insurance or self-insurance maintained by City or other named insureds shall be excess and non-contributory.
(V) Consultant shall maintain its commercial general liability coverage for three (3) years after completion of the work and shall add an additional insured endorsement form acceptable to the City naming the City of Merced, its officers, employees, agents and volunteers for each year thereafter for at least three (3) years after completion of the work. Copies of the annual renewal and additional insured endorsement form shall be sent to the City within thirty (30) days of the annual renewal.
X:\Agreements\City Manager\2022 \PSA - GVP Ventures dba Bob Murray Assoc re Executive Recruitments.docx c. Automobile Insurance.
(i) Consultant shall obtain and keep in full force and effect an automobile policy of at least One Million Dollars ($1,000,000) per accident for bodily injury and property damage.
(ii) The City, its officers, employees, volunteers and agents are to be named as additional insureds under the policy, as respects automobiles owned, leased, hired or borrowed by the
Consultant.
(iii) The policy shall stipulate that this insurance will operate as primary insurance for work performed by Consultant and its sub-contractors, and that any other insurance or self insurance maintained by City or other named insureds shall be excess and non-contributory.
d. Professional Liability Insurance. Consultant shall carry professional liability insurance appropriate to Consultant's profession in the minimum amount of One Million Dollars ($1,000,000). Architects and engineers' coverage is to be endorsed to include contractual liability.
e. Qualifications of Insurer. The insurance shall be provided by an acceptable insurance provider, as determined by City, which satisfies all of the following minimum requirements:
(i) An insurance carrier admitted to do business in California and maintaining an agent for service of process within this State; and,
(ii) An insurance carrier with a current A.M. Best Rating of A:VII or better (except for workers' compensation provided through the California State Compensation Fund).
f. Certificate of Insurance. Consultant shall complete and file with the City prior to engaging in any operation or activity set forth in this Agreement, certificates of insurance evidencing coverage as set forth above and which shall provide that no cancellation or expiration by the insurance company will be made during the term of this Agreement, without thirty (30) days written notice to City prior to the effective date of such cancellation—including cancellation for X:\Agreements|City Manager12022\PSA - GVP Ventures dba Bob Murray Assoc re Executive Recruitments.docx 6 nonpayment of premium. In addition to any other remedies City may have, City reserves the right to withhold payment if Consultant's insurance policies are not current.
11. PREVAILING WAGES.
A. Labor Code Compliance. If the work performed under this Agreement falls within Labor Code Section 1720(a)(1) definition of a "public works" the Consultant agrees to comply with all of the applicable provisions of the Labor Code including, those provisions requiring the payment of not less than the general prevailing rate of wages. The Consultant further agrees to the penalties and forfeitures provided in said Code in the event a violation of any of the provisions occurs in the execution of this Agreement.
B. These wage rate determinations are made a specific part of this Agreement by reference pursuant to Labor Code Section 1773.2. General Prevailing Wage Rate Determinations may be obtained from the Department of Industrial Relations Internet site at http://www.dir.ca.gov/.
C. After award of the Agreement, and prior to commencing work, all applicable General Prevailing Wage Rate Determinations, if applicable, are to be obtained by the Consultant from the Department of Industrial Relations. Theses wage rate determinations are to be posted by the Consultant at the job site in accordance with Section 1773.2 of the California Labor Code.
D. Consultant agrees to include prevailing wage requirements, if applicable, in all subcontracts when the work to be performed by the subcontractor under this Agreement is a "public works" as defined in Labor Code Section 1720(a)(1) and Labor Code Section 1771.
12. ASSIGNABILITY OF AGREEMENT. It is understood and agreed that this Agreement contemplates personal performance by the Consultant and is based upon a determination of its unique personal competence and experience and upon its specialized personal knowledge. Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express written consent of the City.
13. TERMINATION FOR CONVENIENCE OF CITY. The City may
terminate this Agreement any time by mailing a notice in writing to Consultant that the Agreement is terminated. Said Agreement shall then be deemed terminated, X: \Agreements\City Manager\2022\PSA - GVP Ventures dba Bob Murray Assoc re Executive Recruitments.docx 7 and no further work shall be performed by Consultant. If the Agreement is so terminated, the Consultant shall be paid for that percentage of the phase of work actually completed, based on a pro rata portion of the compensation for said phase satisfactorily completed at the time the notice of termination is received.
14. CONFORMANCE TO APPLICABLE LAWS. Consultant shall
comply with its standard of care regarding all applicable Federal, State, and municipal laws, rules and ordinances. No discrimination shall be made by Consultant in the employment of persons to work under this contract because of race, color, national origin, ancestry, disability, sex or religion of such person.
Consultant hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act (8 U.S.C.A. 1101 et seq.), as amended; and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should any agency or instrumentality of the federal or state government, including the courts, impose sanctions against the City for such use of unauthorized aliens, Consultant hereby agrees to, and shall, reimburse City for the cost of all such sanctions imposed, together with any and all costs, including attorneys' fees, incurred by the City in connection therewith.
15. WAIVER. In the event that either City or Consultant shall at any time or times waive any breach of this Agreement by the other, such waiver shall not constitute a waiver of any other or succeeding breach of this Agreement, whether of the same or any other covenant, condition or obligation. Waiver shall not be deemed effective until and unless signed by the waiving party.
16. INCONSISTENT OR CONFLICTING TERMS IN AGREEMENT
AND EXHIBITS. In the event of any contradiction or inconsistency between any attached documents) or exhibit(s) incorporated by reference herein and the provisions of the Agreement itself, the terms of the Agreement shall control.
Any exhibit that is attached and incorporated by reference shall be limited to the purposes for which it is attached, as specified in this Agreement. Any contractual terms or conditions contained in such exhibit imposing additional obligations on the City are not binding upon the City unless specifically agreed to in writing, and initialed by the authorized City representative, as to each additional contractual term or condition.
X: \Agreements\City Manager\2022\PSA - GVP Ventures dba Bob Murray Assoc re Executive Recruitments.docx 8 17. AMBIGUITIES. This Agreement has been negotiated at arms' length between persons knowledgeable in the matters dealt with herein. Accordingly, any rule of law, including, but not limited to, Section 1654 of the Civil Code of California, or any other statutes, legal decisions, or common-law principles of similar effect, that would require interpretation of any ambiguities in this Agreement against the party that drafted this Agreement is of no application and is hereby expressly waived.
18. VENUE. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this agreement shall be held exclusively in a state court in the County of Merced.
19. AMENDMENT. This Agreement shall not be amended, modified, or otherwise changed unless in writing and signed by both parties hereto.
20. INTEGRATION. This Agreement constitutes the entire
understanding and agreement of the parties and supersedes all previous and/or contemporaneous understanding or agreement between the parties with respect to all or any part of the subject matter hereof.
21. AUTHORITY TO EXECUTE. The person or persons executing this Agreement on behalf of the parties hereto warrants and represents that he/she/they has/have the authority to execute this Agreement on behalf of their entity and has/have the authority to bind their party to the performance of its obligations hereunder.
22. COUNTERPARTS. This Agreement may be executed in one or more counterparts with each counterpart being deemed an original. No counterpart shall be deemed to be an original or presumed delivered unless and until the counterparts executed by the other parties hereto are in the physical possession of the party or parties seeking enforcement thereof.
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first above written.
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X: Agreements|City Manager\2022\PSA - GVP Ventures dba Bob Murray Assoc re Executive Recruitments.docx 9 CITY OF MERCED
A California Charter Municipal
Corporation
stephane Muta
City Manager
ATTEST:
STEPHANIE R. DIETZ, CITY CLERK
By: AlejendalMedina 12-12-2022 CALIFORNIA
Assistant/Deputy City Clerk
1889
A.D
APPROVED AS TO FORM:
BY: 11•28.22
ity Attorne Date
302213 PO# 147172
ACCOUNT DATA:
BY: Vasec Vented by Finance OFFEr 1726A
Funds available de 12/9/2022
672-0402-512-17-00 se149122
#37,000.00
X: \Agreements|City Manager 2022\PSA - GVP Ventures dba Bob Murray Assoc re Executive Recruitments.docx 10 CONSULTANT
GVP Ventures, Inc. dba Bob Murray &
Associates, a California Corporation
Valeria De cats thille
BY:
(Signature)
Valerie Gaeta Phillips
(Typed Name)
Its: President
(Title)
BY:
(Signature)
Gary Phillips
(Typed Name)
Secretary
Its:
(Title)
Taxpayer I.D. No. 47-1050108
ADDRESS: 1544 Eureka Rd., Ste 280
Roseville, CA 95661
TELEPHONE: 916-784-9080
FAX: 916-784-1985
E-MAIL: [email protected]
X: Agreements|City Manager12022\PSA - GVP Ventures dba Bob Murray Assoc re Executive Recruitments.docx 11 EXHIBIT A
Bob MuRRAY
& AsSOCIATES
EXPERTE IN EXEDUTIVE BEARGH
A Proposal to Conduct an Executive Recruitment
for the Position of
POLICE CHIEF
on behalf of the
CITY OF
MERCED
1544 Eureka Road, Suite 280
Roseville, CA 95661
(916) 784-9080
(916) 7841985 fax
November 17, 2022
MS. STEPHANIE DIETZ
CITY MANAGER
CITY OF MERCED
678 WEST 18TH STREET
MERCED, CA 95340
Dear Ms. Dietz:
Bob Murray & Associates is pleased to submit a proposal to conduct the Police Chief recruitment for the City of Merced. The following details our qualifications and describes our systematic— yet flexible-method of identitying, recruiting, and screening outstanding candidates on your behalf. It also includes a proposed budget, timeline, and guarantee At Bob Murray & Associates, we pride ourselves on providing quality service to local governments, non-profit agencies, and private firms. Our recruitment process helps you to determine the direction of the search and the types of candidates you seek while capitalizing on our decades of experience and vast network of contacts to reach those candidates. Our expertise ensures that the candidates we present to the City of Merced will match the criteria you have established, be a good fit for your organization, and be outstanding in their field.
With respect to the Police Chief recruitment and the City of Merced, Bob Murray & Associates has a national network of contacts and unparalleled experience conducting successful Police Chief recruitments. Since the firm's founding in 2000, we have conducted over 200 Police Chief and Assistant Police Chief searches for a diverse collective of agency cultures. We are currently conducting Police Chief recruitments on behalf of the City of Port Hueneme, CA and the City of Camas, WA. We are also conducting the Deputy Police Chief recruitment on behalf of the City of Davis, CA, the Assistant Police Chief recruitment on behalf of the City of Montebello, CA, and the Assistant Police Chief recruitment on behalf of the City of Vancouver, WA. Our extensive experience in Police Chief recruitments and our national network of contacts will provide the City of Merced with an outstanding candidate pool from which to select the next Police Chief.
Recent Police Chief recruitments we have completed similar in size and scope to your upcoming search include the following:
2022 City of Vacaville, CA
City of Azusa, CA City of Vancouver, WA
City of Astoria, OR City of Walla Walla, WA
City of Carmel-by-the-Sea, CA (Director of Port of Seattle. WA Public Safety/Police Chief) Santa Ana Unified School District, CA City of Fremont, CA (Deputy Police Chief) Town of Los Gatos, CA City of Lake Oswego, OR
City of Montebello, CA 2021
City of Pittsburg, CA California State University, Sacramento City of San Ramon, CA City of Alameda, CA
City of Seaside, CA City of Capitola, CA
City of Tacoma, WA City of Delano, CA
City of Dixon, CA City of Fairfield, CA
City of Huntington Beach, CA City of Laguna Beach, CA (Outreach) City of Menlo Park, CA City of Livermore, CA
City of Oceanside, CA City of Oakley, CA
City of Roseville, CA City of Richmond, CA
City of San Rafael, CA
City of Walnut Creek, CA 2019
City of Westminster, CA City of Anaheim, CA (Deputy Chief of Police City of Willits, CA Fontana Unified School District, CA City of Hermosa Beach, CA
2020 Los Angeles World Airport, CA
City of Aurora, CO City of Newark, CA
California State University, Chico City of Riverside, CA California State University, Humboldt City of Selma, CA California State University, Santa Barbara City of Westminster, CA City of Chico, CA
City of Desert Hot Springs, CA (Deputy Police
Chief)
We work as a team on every search at Bob Murray & Associates. Your Project Lead would be Joel rvden and Brvan Hil
Seen and Bo an eil, who vulder forty direct and supervise the project team from beginning To learn first-hand of the quality of our services and why the majority of our engagements come from repeat and referred clients, we invite you to contact the references listed on page 15 of the attached proposal.
We look forward to your favorable consideration of our qualifications. Please do not hesitate to contact us at (916) 784-9080 with any questions.
Sincerely,
Valerie Saeta Phillips
Valerie Gaeta Phillips
President, Bob Murray & Associates
TABLE OF CONTENTS
THE RECRUITMENT PROCESS ....2
STEP 1 DEVELOP THE CANDIDATE PROFILE. ..2
Optional Service: Community and Staff Involvement. .2
STEP 2 DESIGN/DISTRIBUTE BROCHURE AND ADVERTISEMENTS 2
Reaching Diverse Candidates...... .3
STEP 3 RECRUIT CANDIDATES ...3
STEP 4 SCREEN CANDIDATES. ..4
STEP 5 CONDUCT PRELIMINARY INTERVIEWS.. ..4
STEP 6 SEARCH PUBLIC RECORDS.. ..4
STEP 7 MAKE RECOMMENDATIONS..... ..4
STEP 8 FACILITATE FINAL INTERVIEWS... ..5
STEP 9 CONDUCT BACKGROUND AND REFERENCE CHECKS ..5
STEP 10 ASSIST IN NEGOTIATIONS.... ..6
COMPLETE ADMINISTRATIVE ASSISTANCE … ...6
COSTS AND GUARANTEE... .............7
PROFESSIONAL FEE AND EXPENSES.. ...7
Optional Services... ...7
GUARANTEE... ...8
RECRUITMENT SCHEDULE ...8
FIRM PROFILE...... ...9
REFERENCES.. ..... 15
THE RECRUITMENT PROCESS
Bob Murray & Associates' recruiters are specialists in finding a positive placement, providing secuity and dimes to candies and dies this ice chich i ed to speare repuls for the City of Merced. Outlined below are the steps in our proven recruitment process, refined through our 30+ years of experience in executive search.
STEP 1 DEVELOP THE CANDIDATE PROFILE
Our understanding of the City of Merced's needs will be key to a successful search. Joel Bryden and the idl il iet it the Coice chief andikeys akeholes to become fauch as possible values and culture of the organization, as well as to understand the current and future issues, challenges, and opportunities in the City of Merced.
Mr. Bryden and Mr. Hill will review and help define the City's wish-list regarding the ideal candidate's personality, management style, knowledge, skills, and abilities and will work with the City to identify expectations regarding education and experience. The City Manager and Mr.
Bryden and Mr. Hill will discuss compensation, benefits, and other key information necessary to ensure that outstanding candidates are attracted to this opportunity. The profile we develop together at this stage will drive subsequent recruitment efforts.
Optional Service: Community and Staff Involvement
We find that many of our clients value a recruitment process that opens the opportunity for ommunity members, business leaders, organization representatives, and employees to provid put regarding the ideal candidate. Our recruiters are skilled in designing and facilitating forum town hall meetings, and online surveys that allow equitable involvement from a variety of constituencies and in consolidating feedback into a cohesive narrative of common themes.
If the City of Merced so desires, we will work with the City Manager to create a customized community and/or staff input process.
STEP 2 DESIGN/DISTRIBUTE BROCHURE AND ADVERTISEMENTS
Mr. Bryden and Mr. Hill and your dedicated Recruitment Coordinator will use the candidate profile developed with the City of Merced to create a professional recruitment brochure, with the ssistance of our professional graphic designer. The four-page, full-color brochure will describ the community, organization, position, ideal candidate, and compensation and will include pictures provided by the City of Merced that you feel best represent your organization and your community
Upon your approval, Mr. Bryden and Mr. Hill will send the brochure by postal mail and email to a targeted audience, personally inviting potential candidates to apply for the Police Chief position.
We will also place the recruitment brochure on our website, which attracts over 11.000 unique hits Bob Murray & Associates Proposal for the City of Merced Page 2 weekly and is a trusted resource for candidates seeking executive and professional positions. Two sample brochures are included in this proposal package for your reference.
Mr. Bryden and Mr. Hill will also design an effective advertising campaign appropriate for the Police Chief recruitment. Our broadest outreach comes through our active social media involvement on Facebook, LinkedIn, and Twitter, where upcoming and current positions are posted. Sources such as Western City Magazine, PublicCEO, and the Careers in Government website will be used to reach an extensive local government audience, while position-specific postings will be chosen to attract candidates who have built their careers in and are committed to the Police Chief field.
Suggested Police Chief-specific advertising sources for the City of Merced's search include:
• California Police Chiefs
* Hispanic American Police Command Officers Association • National Organization of Black Law Enforcement Executives • National Association of Women Law Enforcement Executives Bob Murray & Associates does not typically place ads with job aggregators or general job posting sites such as CareerBulder, Monster, or Indeed, as we have found that the broad reach of these sites does not necessarily lead to quality candidates for executive and professional positions.
Reaching Diverse Candidates
Bob Murray & Associates, a woman- and minority-owned business, is proud of its commitment to attracting and placing diverse candidates. Not only do we place advertisements with websites designed to attract minority and female candidates, but our President, Valerie Phillips, is a member herself of many diversity-focused organizations including the Local Government Hispanic Network, the League of Women in Government, the Professional Women's Network, Mexican Professionals, and Women Leading Government. She networks frequently with fellow members to gain insight into which potential candidates are leaders in their field Mr. Bryden and Mr. Hill will seek to reach candidates in communities and organizations with demographic profiles and populations served like that of the City of Merced, to maximize the potential for individuals from a wide variety of backgrounds, races, cultures, physical abilities, life experiences, and gender to be considered for the Police Chief position.
STEP 3 RECRUIT CANDIDATES
The strongest candidates are often those who are successful and content in their current positions and need to be sold on a new opportunity. Our extensive network of contacts, developed through over 1,400 successtul placements, is a primary source for identitying and obtaining referrals for these candidates. Our in-house database of 40,000 current and former executive and professional candidates is a valuable resource that can only be built over time—time that we have invested into perfecting our process for finding the right candidates for our clients. Our aggressive outreach efforts are focused on phone calls to personally invite potential applicants, answer questions, and allay any reservations, and these efforts are essential to the success of the Police Chief recruitment.
Bob Murray & Associates Proposal for the City of Merced Page 3 STEP 4 SCREEN CANDIDATES
Following the closing date for the recruitment, Mr. Bryden and Mr. Hill will screen all resumes we have received, using the criteria established in the candidate profile as a basis upon which to narrow the field of candidates. Internal candidates receive sensitive consideration, and Mr. Bryden and Mr. Hill will discuss with the City Manager how the City of Merced wishes to proceed with these candidates.
STEP 5 CONDUCT PRELIMINARY INTERVIEWS
Mr. Bryden and Mr. Hill will personally interview the top 10 to 15 candidates from the resume screening, with the goal of determining which candidates have the greatest potential to succeed in your organization. To reduce travel-related expenses to our clients and increase efficiency in the search process, these interviews are typically conducted via Skype, Face Time, or other convenient videoconferencing applications.
During these in-depth interviews, Mr. Bryden and Mr. Hill will explore each candidate's background and experience as it relates to the Police Chief position, such as significant accomplishments, size and scope of responsibility, and organizational culture. In addition, Mr.
Bryden and Mr. Hill will discuss with the candidates their motivation for applying for the position and assess his/ her knowledge, skills, and abilities. We will devote specific attention to establishing the likelihood of the candidate's acceptance of the position if an offer of employment is made.
STEP 6 SEARCH PUBLIC RECORDS
Under the direction of Mr. Bryden and Mr. Hill, your dedicated Recruitment Coordinator will conduct a review of published print and online articles for each recommended candidate. Sources include Lexis-Nexis™, Google, social media, and our contacts in the field. This will alert Mr.
Bryden and Mr. Hill to any further detailed inquiries we may need to make before our recommendations are finalized.
STEP 7 MAKE RECOMMENDATIONS
Based on our findings during the preliminary interview process, Mr. Bryden and Mr. Hill will recommend a limited number of candidates for your further consideration. <He/she> will make specific recommendations and will help facilitate discussions regarding the candidate pool, but the final determination of those to be considered will be up to you.
We typically recommend 6-8 candidates that we feel will best match your expectations, and we prepare a detailed written report on each candidate. This bound report provided to each member of the decision-making body includes:
• Candidate list with Recommended Finalists identified in Group 1 and Group 2 (primary and secondary recommendations), as well as Internal candidates • Summary of experience, education, and salary information for each Recommended Finalist candidate
• Complete cover letter and resume for each Recommended Finalist candidate Bob Murray & Associates Proposal for the City of Merced
• List of Other Applicants (those who did not meet minimum qualifications or were otherwise unsuitable, based on our screening process)
Bob Murray & Associates maintains all search records for a period of seven (7) years following each recruitment, and we are happy to forward cover letters and resumes for each applicant by postal mail or email as soon as the recruitment closes to new applications.
STEP 8 FACILITATE FINAL INTERVIEWS
Our years of experience will be invaluable as we help you develop an interview process that objectively assesses the qualifications of each candidate. We will work with the City of Merced to cratt and implement an interview approach that fits your needs. This may include individual and panel interviews by the City Manager and key stakeholders, community/employee interview panels, writing and presentation samples, meet-and-greets, or another specialized process element Mr. Bryden and Mr. Hill helps the City of Merced to design.
Mr. Bryden and Mr. Hill will be present on-site during the interviews to facilitate as necessary during the process and to guide discussion to consensus regarding final candidates. Bound interview books will be provided to each interview panel member containing:
* Recruitment brochure with candidate profile
• Interview schedule
• Suggested interview questions
• Experience summary, cover letter, resume, and rating form for each candidate
• Ranking forms for use during the panel interview process We will work closely with your staff to coordinate and schedule interviews and candidate travel.
Our goal is to ensure that each candidate has a very positive experience, as the way the entire process is conducted will influence the final candidates' perception of your organization.
STEP 9 CONDUCT BACKGROUND AND REFERENCE CHECKS
Mr. Bryden and Mr. Hill and your Recruitment Coordinator will conduct detailed reference checks for up to three (3) final candidates. To gain an accurate and honest appraisal of the candidates' strengths and weaknesses, we will talk candidly with people who have direct knowledge of their work and management style. In addition to gaining a 360-degree view of candidates from the perspective of their supervisors, subordinates and peers for the past several years, we will make a point of speaking confidentially to individuals who may have further insight into a candidate's abilities but who may not be on their preferred list of contacts.
Your Recruitment Coordinator will work with candidates and our professional backgrounding firm, HireRight, to conduct credit, civil litigation, and motor vehicle record checks and verify candidates' degrees.
Bob Murray & Associates Proposal for the City of Merced Page 5 STEP 10 ASSIST IN NEGOTIATIONS
We recognize the critical importance of successful negotiations and can serve as your representative during this process. Mr. Bryden and Mr. Hill know what other organizations have done to put deals together with great candidates and what the current market is like for Police Chief positions in organizations like the City of Merced's. <He/she> will be available to advise you regarding current approaches to difficult issues, such as housing and relocation. We will represent your interests and advise the chosen candidate and you regarding salary, benefits, and employment agreements, with the goal of putting together a deal that results in the appointment of your chosen candidate. With our proven experience and vested interest in a positive outcome, we can turn a very difficult aspect of the recruitment into one that is straightforward and agreeable for all parties involved
COMPLETE ADMINISTRATIVE ASSISTANCE
We receive many unsolicited testimonials each year from clients and candidates alike noting our prompt, considerate, accurate, and professional service during the search process. Throughout the recruitment, in time intervals that suit the City of Merced, we will provide you with updates on the status of the search and attend to all administrative details on your behalf.
Candidates receive immediate acknowledgement of their applications, as well as personal phone calls and/or emails (as appropriate) advising them of their status at each critical point in the recruitment. Candidates who receive preliminary or final interviews and are not chosen to move forward in the interview process will receive personal calls from Mr. Bryden and Mr. Hill on behalf of the City of Merced.
It is our internal company standard that all inquiries from clients and candidates receive a response within the same business day whenever possible, and certainly within 24 hours if the inquiry is received during the work week. Mr. Bryden and Mr. Hill will be available to the City of Merced by office phone, cell phone, and email at any time to ensure a smooth and stress-free recruitment process.
Bob Murray & Associates Proposal for the City of Merced
COSTS AND GUARANTEE
PROFESSIONAL FEE AND EXPENSES
the City of Merced is $19,000. Services provided for in this fee consist of all steps outlined in this proposal, including four (4) days of meetings, three (3) to be on site and one (1) meeting designated for community outreach. The professional fee does not limit the amount of time invested by Bob Murray & Associates in promoting a successful outcome for this project. In fact, our mission for this project is to ensure we assist in identifying the right candidate for the City of Merced.
Therefore, Mr. Bryden and Mr. Hill will contact the City at the first anniversary of the placement to confirm an effective transition has occurred.
The City of Merced will also be responsible for reimbursing expenses Bob Murray & Associates incurs on your behalf. We estimate expenses for this project not to exceed $8,000. Reimbursable expenses include (but are not limited to) such items as the cost of recruiter travel; clerical support; brochure development; placement of ads; survey monkey; credit and civil background checks; education verification; and public records searches. Postage, printing, photocopying, and telephone charges are allocated costs and included in the expense estimate. In no instance will expenses exceed this estimate without prior approval from the City of Merced.
Expense reimbursement for candidate travel related to on-site interviews will be the responsibility of the City of Merced
Professional Fees and Reimbursable Expenses
Professional Services (Fixed Flat Fee) $19,000
Reimbursable Expenses
Example costs and approximate amounts include:
Brochure Design and Printing ($1,275)
Advertising & Survey Monkey ($4,000) $8,000
Background Checks - 3 candidates ($550)
Consultant Travel ($1,600)
Other expenses - supplies, shipping, clerical ($575)
Not-to-Exceed Total
Optional Services
Community/Staff Input Forum: $1,500/day, plus travel expenses Online survey: $250
• Additional on-site meeting days: $1,500/day, plus travel expenses • Additional background checks: $250/candidate
• Additional reference checks: $500/candidate
• Other services: $250/hour or $1,500/day
Bob Murray & Associates Proposal for the City of Merced Page 7
GUARANTEE
Should a candidate recommended by our firm position resign or be terminated within the first 12 months of employment, we will provide the City of Merced with professional services to secure replacement. Services will be provided at no cost, aside from expenses incurred on the City of Merced's behalf during the new scarch. We are confident in our ability to recruit outstanding candidates and do not expect the City to find it necessary to exercise this provision of our proposal.
RECRUITMENT SCHEDULE
We are prepared to start work on this assignment upon receipt of a signed professional services agreement or other written, authorized notification. A full search can be completed in 13-16 weeks from the date of initial meetings with our client.
The final recruitment schedule will be determined in collaboration with City of Merced. A typical timeline of tasks and events is included here for reference.
Month 1 Month 2 Mouth 3 Month f
Week 1 Weeks Weck " Neck li
Candidate Distribute Screen Finalist
Profile Brochure Candidates Interviews
Weeks? 1 Wecks 6 8 Week 10 Weeks 1: 11
Develop & Print Continue Preliminary Backgrounds &
Brochure Recruiting Interviews References
Wick Wick 1
Week 1)
Place Ads Search Public
Records Negotiations
Wich 1 Weck 1? Week 16
Recommend Candidate
Begin Recruiting Finalists
Appointment
Bob Murray & Associates Proposal for the City of Merced Page 8
FIRM PROFILE
OUR STAFF
OUR STAFF
Bob Murray & Associates is a small firm focusing exclusively on executive search services. We have a team of eleven (11):
• Bob Murray, Founder
• Valerie Gaeta Phillips, President
• Gary Phillips, Executive Vice President
Joel Bryden, Vice President
Yasmin Beers, Senior Executive Recruiter
• Adele Fresé, Senior Executive Recruiter
• Bryan Hill, Senior Executive Recruiter
• Stacey Stevenson, Senior Executive Recruiter
• Alexandria Kopack, Recruitment and Operations Manager • Kathy Lolas, Senior Recruitment Coordinator
• Gini Herndon, Contracts Administrator/ Book.keeper
BOB MURRAY, FOUNDER
i parent ends soles reat suces ical piest res akin the lead on any the the quality As our Founder, Bob currently takes on few searches personally but continues to be an active presence at Bob Murray & Associates, providing valued insight and experience to our team members regarding all aspects of the recruitment process.
Mr. Murray received his Bachelor of Science Degree in Criminology from the University of California at Berkeley with graduate studies in Public Administration at California State University at Hayward.
VALERIE GAETA PHILLIPS, PRESIDENT AND RECRUITEr
Ms. Gaeta Phillips has over 18 years of recruiting experience, including more than a decade of oining Bob Murray & Associates, ' cing exporteray exese sea, for has corivate do estatu scores in diverse da. Since God, meion and pled mange nemaiy and ecomic deloren, momation. technology, parks and recreation, and operations. She has recruited at all levels of municipal and Bob Murray & Associates Proposal for the City of Merced Page 9 non-profit organizations, from technicians and engineers to Executive Directors and Chief Executive Officers.
Valerie is valued for her passion for finding and retaining the most outstanding candidates for even the most difficult or untraditional assignments and for her commitment to her clients' success; she is also active in a variety of industry organizations and in diversity-focused associations. Valerie is called upon often to serve as an expert speaker on topics such as managing one's online reputation, diversity issues in municipal and non-profit leadership, and how to identify a positive placement for the organizational culture.
Ms. Gaeta Phillips, along with Executive Vice President Gary Phillips, has a passion for helping people, evidenced by fundraising, sponsorship, and involvement in raising awareness for organizations such as Autism Speaks, the UC Davis M.I.N.D. Institute, and the Northern California Special Olympics.
GARY PHILLIPS, EXECUTIVE VICE PRESIDENT AND RECRUITER
Since joining Bob Murray & Associates, Mr. Phillips has completed over 125 searches for executives and protessionals in a wide variety of fields including animal services, city and general management, planning, legal counsel, cyber security, and human resources. Gary's clients have ranged from municipal government to non-profit and private sector organizations, and he has sourced outstanding candidates for positions from the level of division managers up to City Managers, Executive Directors, and General Managers.
Gary started his career with a New York-based Fortune 100 company and quickly became a Senior Manager, building and running a large customer service organization that eventually expanded to 13 countries in Europe. He proceeded to hold senior leadership positions in several Fortune 500 companies, with noted successes such as building an organization from two to 250 employees worldwide and growing a company from 800 to 1200 employees.
As part of an executive acquisition and recruiting team, Gary helped build a start-up enterprise sottware company in San Francisco, recruiting top-notch talent and building a world-class organization. He has maintained customer relationships in the public sector and the private sector, including medical and financial institutions. He prides himself on finding key talent and offering the best customer service to his clients.
Mr. Phillips, along with Ms. Gaeta-Phillips, is involved in his community as a soccer coach, as an organizer of fundraisers for Autism Speaks and the UC Davis M.I.N.D. Institute, and as a sponsor of the Northern California Special Olympics. Mr. Phillips received his Associate of Science degree and completed additional coursework at Rochester Institute of Technology, NY.
JOEL BRYDEN, VICE PRESIDENT AND RECRUITER
Mr. Bryden has over 30 years of local government experience that he brings to the firm, having retired as Chief of Police in Walnut Creek, CA prior to joining Bob Murray & Associates in 2013.
Throughout his career, Joel has been involved in public sector consulting, with vast experience in hiring and promotional processes, as well as interviewing candidates for advancement in all aspects of local government.
Bob Murray & Associates Proposal for the City of Merced Page 10 Joel has a solid reputation as a leader in the public sector and his ability to find and evaluate outstanding applicants for our clients is invaluable in the search process. Since joining Bob Murray & Associates, Joel has conducted over 100 recruitments in a broad range of sectors including police, fire, building, planning, city management, and general management. He is often called upon to recruit specialized or difficult-to-fill positions, such as Independent Police Auditor.
Mr. Bryden is a graduate of the FBI National Academy and obtained his Bachelor of Arts Degree in Communication from San Diego State University. He is currently based in Walnut Creek, CA.
YASMIN BEERS, SENIOR EXECUTIVE RECRUITER
Yasmin Beers brings over 33 years of municipal government experience to Bob Murray and Associates. Yasmin retired as the City Manager for Glendale with a population of over 200,000.
She served as Chief Executive Officer overseeing close to 2,000 employees serving in Police, Fire, Public Works, Parks, Community Development, Library Arts & Culture, Innovation Performance & Audit, and Water & Power to name a few.
Yasmin's three decades of experience in public service brings extensive background in public sector finance, human resources management, contract negotiations, strategic planning & organizational leadership, policy development, emergency response & planning, team building and performance improvement. Throughout her career, Yasmin has had a great deal of experience in recruiting, selecting and hiring employees for executive and management level positions with a focus on the organizational needs and culture.
Yasmin currently serves on the Glendale Adventist Medical Center's Civic Advisory Board and the Advisory Board for Village Christian School. Yasmin is a past member of Soroptimist International of Glendale where she served as President in 1999/2000. She is a past board member of Glendale Healthy Kids, Salvation Army and the American Red Cross. In 2011 the Glendale Chamber of Commerce recognized Yasmin as Woman of the Year; in 2013 she was the recipient of The Armenian American Woman of Excellence Award; in 2014 Yasmin was recognized by the Glendale Educational Foundation for her distinguished service and philanthropic efforts; in 2015, YWCA awarded Yasmin with the Heart & Excellence Award; in 2017, she was recognized by Business Life Magazine as a Women Achiever; and in 2018 the California State Senate recognized Yasmin as one of the Woman of the Year, cach a tribute to her core values that represent her civic responsibilities, volunteerism and community service.
Yasmin has a Bachelor of Arts degree in Political Science from California State University, Northridge and a Master's degree in Organizational Leadership from Woodbury University.
ADELE FRESÉ, SENIOR EXECUTIVE RECRUITER
Adele Fresé brings 27 years of local government experience to Bob Murray & Associates, having retired as Chief of Police in Salinas, CA prior to joining the firm in 2021. Adele began her public service career in 1985 as an active-duty member of the United States Marine Corps before serving the City of Corpus Christi for 20 years.
Adele has extensive experience in hiring and promotional processes, as well as interviewing candidates for advancement in all aspects of local government.
Bob Murray & Associates Proposal for the City of Merced Page 11 During her 7 years as a Chief of Police, Adele exercised strong leadership and implemented monumental changes leading to the diversification of her agency's sworn staff. Adele's commitment to collaboration with the public and law enforcement agencies earned her the Partner of the Year Award from Homeland Security Investigations, and her Department the Community Policing Award from the Community Policing Institute of California.
Adele received her Bachelor of Science degree in Criminal Justice Administration from California State University at Hayward, and a minor degree in Sociology. She earned a Master of Science in Public Safety, completed the Senior Executives in State and Local Government program at the Harvard Kennedy School, and PERF's Senior Management Institute for Police. She is a Texas Certified Public Manager.
BRYAN HILL, SENIOR EXECUTIVE RECRUITER
Chief Bryan Hill (ret.) spent over 30 years serving as a public safety leader in the San Francisco Bay Area. During his career, he worked for three appreciably different East Bay cities and developed and led several regional programs providing him a broad perspective of local government. Much of Bryan's career was spent working in a wide variety of leadership and executive level roles. As a police chief and city department head he was known for a progressive and principled leadership approach.
Throughout his career, Bryan emphasized community engagement. As a municipal government executive, he was dedicated to establishing lasting community partnerships, building strong teams, and continues to participate in leadership development.
Bryan received the California Police Officer's Association Award of Distinction for his efforts in developing regional partnerships that increased efficiencies, professionalism and service to the community. Bryan received his Bachelor of Arts degree in Social Science from California State University, Sacramento and he earned a Master of Science in Organizational Leadership. He is a graduate of the FBI National Academy and holds a California POST Executive Certificate.
STACEY STEVENSON, SENIOR EXECUTIVE RECRUITER
In Ms. Stevenson's 32 years of service in municipal government, she worked for the California cities of San Diego, National City, and Murrieta. Ms. Stevenson began her professional career in City of San Diego as a Personnel Analyst and went on to work in the Personnel, Metropolitan Wastewater, Engineering, and Contracting departments; as well as the City Manager's office, progressing from Analyst to Deputy Director. She also assumed special projects such as the creation and opening of the City's neighborhood service centers and Liaison to the City Council.
From San Diego she joined the City of National City where she served as the Director of Human Resources, the Director of Administrative Services, and Deputy City Manager. She oversaw Community Services, Finance, Human Resources, and Information Technology; and managed special projects such as the balloting and passage of the City's local sales tax and the implementation of a new payroll module.
In the City of Murrieta, Ms. Stevenson served as Administrative Services Director and Deputy City Manager, again overseeing Community Services, Finance, Human Resources and Information Bob Murray & Associates Proposal for the City of Merced Page 12 Technology and managing special projects. Ms. Stevenson has also served as a commissioner on both the Child Care and Civil Service Commissions for the City of Chula Vista.
Ms. Stevenson holds a Bachelor's degree in Industrial Organizational Psychology as well as a Master of Business Administration degree with an emphasis in Human Resource Management.
ALEXANDRIA KOPACK, RECRUITMENT AND OPERATIONS MANAGER
Alex is the Recruitment & Operations Manager with Bob Murray & Associates, and partners closely with each executive recruiter to support both clients and candidates through the entire recruitment process. Alex also offers support to the recruitment coordinators by ensuring each employee has the tools necessary for success within the firm. She also posts available positions to job boards, schedules interviews, conducts background checks on candidates, and creates marketing materials for each search.
Alex graduated with a bachelor's degree in Business Administration from Boise State University.
She has several years of experience in many different office settings and is eager to assist in the hiring process.
In her spare time, Alex enjoys spending time with her husband, family, and poodle (Theo), as well as playing tennis whenever weather allows.
KATHY LOLAS, SENIOR RECRUITMENT COORDINATOR
Kathy recently joined the Bob Murray & Associates team after eight years of retirement. She is serving as a Kecruitment Coordinator and brings over 30 years of experience from the residential real estate, state government, and life coaching industries. As a Recruitment Coordinator, Kathy partners closely with executive recruiters to provide support to candidates and clients throughout the recruitment process. She assists with scheduling, conducting background checks, creating marketing materials, and posting advertisements for open recruitments.
Kathy returned to graduate school in 2015, earned her Master's degree and launched a private life- coaching practice. She is known for her outgoing personality, attention to detail and collaborative approach to successfully completing executive recruitments. In her free time, Kathy enjoys playing jazz piano, travel, boating, and playing with her poodle, "Rocky".
GINI HERNDON, CONTRACTS ADMINISTRATOR/BOOKKEEPER
Ms. Gini Herndon is the Contracts Administrator/Bookkeeper at Bob Murray & Associates. Ms.
Herndon is the first point of contact at Bob Murray & Associates and has an extensive administrative background in business law.
Ms. Herndon is known for her collaborative approach as she works closely with our internal team and clients to ensure a successful search. As a first point of contact, Ms. Herndon is highly professional and maintains a high level of confidentiality and sensitivity.
Bob Murray & Associates Proposal for the City of Merced
CORPORATION
Bob Murray & Associates was founded in May 2000 and operated under the corporation name MBN Services, Inc. until June 2014; our new corporation name is GVP Ventures, Inc., incorporated in California in 2014. Contact information for the corporation and the firm is as follows:
GVP Ventures, Inc. OR Bob Murray & Associates
1544 Eureka Road, Ste. 280
Roseville, CA 95661
(916) 784-9080
[email protected]
Our corporation and firm are financially sound (and have been so since 2000), with documentation from our accountant available to your organization prior to final execution of a professional service agreement. We have never been involved in any litigation, aside from our personnel serving as expert witnesses when called to do so.
PROFESSIONAL ASSOCIATIONS
Our firm, represented by either our President or our Executive Vice President, are involved in the following organizations to remain engaged with current and future issues relevant to the work we conduct on behalf of clients like City of Merced:
• California Special Districts Association - Member
California City Management Foundation (CCMF) - Member
International City/County Management Association (ICMA) - Member League of California Cities - League Partner
League of Women in Government - Sponsor/ Member
• Municipal Management Association of Northern California (MMANC) - Sponsor/ Member • Municipal Management Association of Southern California (MMASC) - Sponsor / Member National Forum for Black Public Administrators (NFBPA) - Committee member for Marketing and Branding
Members of our leadership team not only attend events sponsored by these associations but are also frequently called upon to serve as panel members and to provide specialized lectures regarding industry-specific issues.
Recent and upcoming speaking engagements and trainings provided by our staff include:
• "Role of the Chief" class, presented by Joel Bryden on behalf of the California Police Chiefs Association
• Organization of Latino Affairs invited speaker, Valerie Phillips for Hispanic Heritage Month; and
• "The Next Step on Your Career Ladder: A Rung Up or a Missed Step? What City Managers are Seeking to Create a Dream Team," Bob Murray & Associates is a leading participant on the MMAN 2019 Conference Panel
Bob Murray & Associates Proposal for the City of Merced
REFERENCES
Clients and candidates are the best testament to our ability to conduct quality searches. Clients for whom Bob Murray & Associates has recently conducted similar searches are listed below:
CLIENT: City of Alameda, CA
POSITION: Police Chief
REFERENCE: Ms. Liz Warmerdam, Assistant City Manager
(510) 747-4700
CLIENT: Town of Los Gatos, CA
POSITION: Police Chief
REFERENCE: Ms. Laurel Prevetti, Town Manager
(406) 221-6087
CLIENT: City of Oakley, CA
POSITION:
REFERENCE: Doic can 1 Mongomer, Ciry Manager
(925) 625-7025
Ms. Nancy Marquez-Suarez, Assistant to the City Manager (925) 625-7007
CLIENT: City of San Ramon, CA
POSITION: Police Chief
REFERENCE: Mr. Joe Gorton, City Manager
(925) 973-2530
We appreciate the City of Merced's consideration of our proposal and look forward to working with you.
BOB MuRRAY
& ASSOCIATES
EXPERTE IN EXECUTIVE SEARCH
Bob Murray & Associates Proposal for the City of Merced
EXHIBIT B
BOB MURRAY
EXPERTS IN EXEDUTIVE BEANCH
A Proposal to Conduct an Executive Recruitment
for the Position of
CITY ATTORNEY
on behalf of the
CITY OF
MER
1544 Eureka Road, Suite 280
Roseville, CA 95661
(916) 784-9080
(916) 7841985 fax
November 17, 2022
THE CITY COUNCIL
CITY OF MERCED
678 WEST 18'H STREET
MERCED, CA 95340
Dear Members of the Council:
Bob Murray & Associates is pleased to submit a proposal to conduct the City Attorney recruitment for the City of Merced. The following details our qualifications and describes our systematic— yet flexible-method of identifying, recruiting, and screening outstanding candidates on your behalf. It also includes a proposed budget, timeline, and guarantee.
At Bob Murray & Associates, we pride ourselves on providing quality service to local governments, non-profit agencies, and private firms. Our recruitment process helps you to determine the direction of the search and the types of candidates you seek while capitalizing on our decades of experience and vast network of contacts to reach those candidates. Our expertise ensures that the candidates we present to the City of Merced will match the criteria you have established, be a good fit for your organization, and be outstanding in their field.
With respect to the City Attorney recruitment and the City of Merced, Bob Murray & Associates has an unmatched record of success in recruiting local government professionals. With over 25 years of experience, we have conducted hundreds of searches for municipal and special district executives, including legal counsel executives. We are currently conducting the City Attorney recruitments on behalf of the California cities of Fresno and Santa Clara. Additionally, we are conducting the Assistant City Attorney recruitment on behalf of the City of Brentwood, CA. We recently conducted the District Counsel recruitment on behalf of the Bay Area Air Quality Management District, CA; the Assistant General Counsel recruitment on behalf of the Midpeninsula Regional Open Space District, CA; the Executive Director/Office of Independent Review and the Public Defender recruitment on behalf of the County of Orange, CA; the Independent Office of Law Enforcement Review and Outreach recruitment on behalf of the County of Sonoma, CA; the Chief Trial Counsel and the General Counsel recruitments on behalf of the State Bar of California; the Assistant City Attorney recruitment on behalf of the City of Livermore, CA; and the County Counsel recruitments on behalf of the California counties of Sacramento and Yuba. Our knowledge of outstanding candidates and extensive network of contacts will ensure that the City of Merced has an outstanding group of finalists from which to select the new City Attorney.
We work as a team on every search at Bob Murray & Associates. Your Project Lead would be Valerie Gaeta Phillips, who would not only direct and supervise the project team from beginning to end but also serve as the Recruiter for the project as well.
To learn first-hand of the quality of our services and why the majority of our engagements come from repeat and referred clients, we invite you to contact the references listed on page 15 of the attached proposal.
We look forward to your favorable consideration of our qualifications. Please do not hesitate to contact us at (916) 784-9080 with any questions.
Sincerely,
Valerie Bacta Phillysis
Valerie Gaeta Phillips
President, Bob Murray & Associates
TABLE OF CONTENTS
THE RECRUITMENT PROCESS. ..2
STEP 1 DEVELOP THE CANDIDATE PROFILE ..2
Optional Service: Community and Staff Involvement. 2
STEP 2 DESIGN/DISTRIBUTE BROCHURE AND ADVERTISEMENTS 2
Reaching Diverse Candidates.......... ...3
STEP 3 RECRUIT CANDIDATES 3
STEP 4 SCREEN CANDIDATES... 4
STEP 5 CONDUCT PRELIMINARY INTERVIEWS 4
STEP 6 SEARCH PUBLIC RECORDS...
STEP 7 MAKE RECOMMENDATIONS.... .4
STEP 8 FACILITATE FINAL INTERVIEWS. 5
STEP 9 CONDUCT BACKGROUND AND REFERENCE CHECKS
STEP 10 ASSIST IN NEGOTIATIONS... ..5
COMPLETE ADMINISTRATIVE ASSISTANCE .. ..6
COSTS AND GUARANTEE.. .7
PROFESSIONAL FEE AND EXPENSES. ...7
Optional Services. ....
GUARANTEE.. ..8
RECRUITMENT SCHEDULE .. ..8
FIRM PROFILE ........................................................................................ ....9 REFERENCES ... 15
THE RECRUITMENT PROCESS
Bob Murray & Associates' recruiters are specialists in finding a positive placement, providing security and fairness to candidates and clients while ensuring the integrity of the search process.
We understand that superlative recruiting for the City Attorney will lead to superlative results for the City of Merced. Outlined below are the steps in our proven recruitment process, refined STEP 1 DEVELOP THE CANDIDATE PROFILE
Our understanding of the City of Merced's needs will be key to a successful search. Valerie Gaeta Phillips will meet with the City Council and key stakeholders to learn as much as possible about the ideal candidate for the City Attorney position. We want to become familiar with the values and culture of the organization, as well as to understand the current and future issues, challenges, and opportunities in the City of Merced.
Ms. Gaeta Phillips will review and help define the City's wish-list regarding the ideal candidate's personality, management style, knowledge, skills, and abilities and will work with the City to identify expectations regarding education and experience. The City Council and Ms. Gaeta Phillips Will discuss compensation, benefits, and other key information necessary to ensure that outstanding candidates are attracted to this opportunity. The profile we develop together at this stage will drive subsequent recruitment efforts.
Optional Service: Community and Staff Involvement
We find that many of our clients value a recruitment process that opens the opportunity for mmunity members, business leaders, organization representatives, and employees to provid put regarding the ideal candidate. Our recruiters are skilled in designing and facilitating forum town hall meetings, and online surveys that allow equitable involvement from a variety of constituencies and in consolidating feedback into a cohesive narrative of common themes.
If the City of Merced so desires, we will work with the City Council to create a customized community and/or staff input process.
STEP 2 DESIGN/DISTRIBUTE BROCHURE AND ADVERTISEMENTS
Ms. Gaeta Phillips and your dedicated Recruitment Coordinator will use the candidate profile developed with the City of Merced to create a professional recruitment brochure, with the assistance of our professional graphic designer. The four-page, full-culot brochure will describe the community, organization, position, ideal candidate, and compensation and will include pictures provided by the City of Merced that you feel best represent your organization and your community.
Upon your approval, Ms. Gaeta Phillips will send the brochure by postal mail and email to a argeted audience, personally inviting potential candidates to apply for the City Attorney positior Ve will also place the recruitment brochure on our website, which attracts over 11,000 unique hit Bob Murray & Associates Proposal for the City of Merced Page 2 weekly and is a trusted resource for candidates seeking executive and professional positions. Two sample brochures are included in this proposal package for your reference.
Ms. Gaeta Phillips will also design an effective advertising campaign appropriate for the City Attorney recruitment. Our broadest outreach comes through our active social media involvement on Facebook, Linkedin, and I witter, where upcoming and current positions are posted. Sources such as Western City Magarine, the "Jobs Available" newsletter, and the Careers in Government website will be used to reach an extensive local government audience, while position-specific postings will be chosen to attract candidates who have built their careers in and are committed to the City Attorney field.
Suggested City Attorney-specific advertising sources for the City of Merced's search include:
* National Lawyers Association
• Attorney Jobs In USA
* California Association of Black Lawyers • American Bar Association * Local Government Hispanic Network • IGBT Bar
Bob Murray & Associates does not typically place ads with job aggregators or general job posting sites such as CareerBuilder, Monster, or Indeed, as we have found that the broad reach of these sites does not necessarily lead to quality candidates for executive and professional positions.
Reaching Diverse Candidates
Bob Murray & Associates, a woman-and minority-owned business, is proud of its commitment to attracting and placing diverse candidates. Not only do we place advertisements with websites designed to attract minority and female candidates, but our President, Valerie Phillips, is a member herself of many diversity-focused organizations including the Local Government Hispanic Network, the League of Women in Government, the Professional Women's Network, Mexican to gain insight into which potential candidates are leaders in their field Professionals, and Women Leading Government. She networks frequently with fellow members Ms. Gaeta Phillips will seek to reach candidates in communities and organizations with demographic profiles and populations served like that of the City of Merced, to maximize the potential for individuals from a wide variety of backgrounds, cultures, physical abilities, life experiences, and gender to be considered for the City Attorney position.
STEP 3 RECRUIT CANDIDATES
The strongest candidates are often those who are successful and content in their current positions and need to be sold on a new opportunity. Our extensive network of contacts, developed through these candidates. Our in-house database of 40,000 current and former executive and professional over 1,400 successful placements, is a primaty source for identifying and obtaining referrals for candidates is a valuable resource that can only be built over time-time that we have invested into perfecting our process for finding the right candidates for our clients. Our aggressive outreach efforts are focused on phone calls to personally invite potential applicants, answer questions, and allay any reservations, and these efforts are essential to the success of the City Attorney recruitment.
Bob Murray & Associates
Proposal for the City of Merced
STEP 4 SCREEN CANDIDATES
Following the closing date for the recruitment, Ms. Gaeta Phillips will screen all resumes we have received, using the criteria established in the candidate profile as a basis upon which to narrow the field of candidates. Internal candidates receive sensitive consideration, and Ms. Gaeta Phillips will discuss with the City Council how the City of Merced wishes to proceed with these candidates.
STEP 5 CONDUCT PRELIMINARY INTERVIEWS
Ms. Gaeta Phillips will personally interview the top 10 to 15 candidates from the resume screening, with the goal of determining which candidates have the greatest potential to succeed in you organization. To reduce travel-related expenses to our clients and increase efficiency in the searcl process, these interviews are typically conducted via Skype, FaceTime, or other convenient videoconterencing applications.
During these in-depth interviews, Ms. Gaeta Phillips will explore each candidate's background and experience as it relates to the City Attorney position, such as significant accomplishments, size and scope of responsibility, and organizational culture. In addition, Ms. Gaeta Phillips will discuss with the candidates their motivation for applying for the position and assess his/her knowledge, skills, and abilities. We will devote specific attention to establishing the likelihood of the candidate's acceptance of the position if an offer of employment is made.
STEP 6 SEARCH PUBLIC RECORDS
Under the direction of Ms. Gaeta Phillips, your dedicated Recruitment Coordinator will conduct a review of published print and online articles for each recommended candidate. Sources include Lexis-Nexis™, Google, social media, and our contacts in the field. This will alert Ms. Gaeta Phillips to any further detailed inquiries we may need to make before our recommendations are finalized.
STEP 7 MAKE RECOMMENDATIONS
Based on our findings during the preliminary interview process, Ms. Gaeta Phillips will recommend a limited number of candidates for your further consideration. She will make specific recommendations and will help facilitate discussions regarding the candidate pool, but the final determination of those to be considered will be up to you.
We typically recommend 6-8 candidates that we feel will best match your expectations, and we prepare a detailed written report on each candidate. This bound report provided to each member of the decision-making body includes:
• Candidate list with Recommended Finalists identified in Group 1 and Group 2 (primary and secondary recommendations), as well as Internal candidates • Summary of experience, education, and salary information for each Recommended Finalist candidate
• Complete cover letter and resume for each Recommended Finalist candidate • List of Other Applicants (those who did not meet minimum qualifications or were otherwise unsuitable, based on our screening process)
Bob Murray & Associates Proposal for the City of Merced Page 4 each recruitment, and we are happy to forward cover letters and resumes for each applicant by Bob Murray & Associates maintains all search records for a period of seven (7) years following postal mail or email as soon as the recruitment closes to new applications.
STEP 8 FACILITATE FINAL INTERVIEWS
objectively assesses the qualifications of each candidate. We will work with the City of Merced to Our years of experience will be invaluable as we help you develop an interview process that panel interviews by the City Council and key stakeholders, community/employee interview panels, craft and implement an interview approach that fits your needs. This may include individual and Gacta Phillips helps the City of Merced to design. writing and presentation samples, meet-and-greets, or another specialized process element Ms.
Ms. Gaeta Phillips will be present on-site during the interviews to facilitate as necessary during the will be provided to each interview panel member containing: process and to guide discussion to consensus regarding final candidates. Bound interview books • Recruitment brochure with candidate profile
• Interview schedule
* Suggested interview questions
• Experience summary, cover letter, resume, and rating form for each candidate
• Ranking forms for use during the panel interview process We will work closely with your staff to coordinate and schedule interviews and candidate travel. process is conducted will influence the final candidates' perception of your organization. Our goal is to ensure that each candidate has a very positive experience, as the way the entire STEP 9 CONDUCT BACKGROUND AND REFERENCE CHECKS
Ms. Gaeta Phillips and your Recruitment Coordinator will conduct detailed reference checks for strengths and weaknesses, we will talk candidly with people who have direct knowledge of their up to three (3) final candidates. To gain an accurate and honest appraisal of the candidates' work and management style. In addition to gaining a 360-degree view of candidates from the point of speaking confidentially to individuals who may have further insight into a candidate' perspective of their supervisors, subordinates and peers for the past several years, we will make abilities but who may not be on their preferred list of contacts. firm, HireRight, to conduct credit, civil litigation, and motor vehicle record checks and verify Your Recruitment Coordinator will work with candidates and our professional backgrounding candidates' degrees.
STEP 10 ASSIST IN NEGOTIATIONS
We recognize the critical importance of successful negotiations and can serve as your representative during this process. Ms. Gaeta Phillips knows what other organizations have done to put deals together with great candidates and what the current market is like for City Attorney Bob Murray & Associates Proposal for the City of Merced
positions in organizations like the City of Merced's. She will be available to advise you regarding current approaches to ditticult issues, such as housing and relocation. We will represent your gests as, with the be chosen candidate a deal stardins in are, benefitend employmen candidate. With our proven experience and vested interest in a positive outcome, we can turn a very difficult aspect of the recruitment into one that is straightforward and agreeable for all parties involved.
COMPLETE ADMINISTRATIVE ASSISTANCE
We receive many unsolicited testimonials each year from clients and candidates alike noting our prompt, considerate, accurate, and professional service during the search process. Throughout the recruitment, in time intervals that suit the City of Merced, we will provide you with updates on the status of the search and attend to all administrative details on your behalf.
Candidates receive immediate acknowledgement of their applications, as well as personal phone calls and/or emails (as appropriate) advising them of their status at each critical point in the recruitment. Candidates who receive preliminary or final interviews and are not chosen to move forward in the interview process will receive personal calls from Ms. Gaeta Phillips on behalf of the City of Merced.
It is our internal company standard that all inquiries from clients and candidates receive a response within the same business day whenever possible, and certainly within 24 hours if the inquiry is received during the work week. Ms. Gaeta Phillips will be available to the City of Merced by office phone, cell phone, and email at any time to ensure a smooth and stress-free recruitment process.
Bob Murray & Associates Proposal for the City of Merced Page 6
COSTS AND GUARANTEE
PROFESSIONAL FEE AND EXPENSES
The fixed, flat professional services fee for conducting the City Attorney recruitment on behalf of the City of Merced is $25,000. Services provided for in this fee consist of all steps outlined in this proposal, including three (3) days of meetings on site. The professional fee does not limit the amount of time invested by Bob Murray & Associates in promoting a successful outcome for this project. In tact, our mission for this project is to ensure we assist in identifying the right candidate for the City of Merced. Therefore, Ms. Gaeta Phillips will contact the City at the first anniversar of the placement to confirm an effective transition has occurred The City of Merced will also be responsible for reimbursing expenses Bob Murray & Associates incurs on your behalf. We estimate expenses for this project not to exceed $7,000. Reimbursable expenses include (but are not limited to) such items as the cost of recruiter travel; clerical support; brochure development; placement of ads; credit and civil background checks; educatior. rerification; and public records searches. Postage, printing, photocopying, and telephone charge:
re allocated costs and included in the expense estimate. In no instance will expenses exceed this estimat without prior approval from the City of Merced.
Expense reimbursement for candidate travel related to on-site interviews will be the responsibility of the City of Merced
Professional Fees and Reimbursable Expenses
Professional Services (Fixed Flat Fee) $25,000
Reimbursable Expenses
Example costs and approximate amounts include:
Brochure Design and Printing ($1,275)
Advertising ($3,100) $7,000
Background Checks - 3 candidates ($550)
Consultant Travel ($1,500)
Other expenses - supplies, shipping, clerical ($575)
Not-to-liceed Total S3200H
Optional Services
• Community/Staff Input Forum: $1,500/day, plus travel expenses * Online survey: $250
• Additional on-site meeting days: $1,500/day, plus travel expenses • Additional background checks: $250/candidate
• Additional reference checks: $500/candidate
• Other services: $250/hour or $1,500/day
Bob Murray & Associates Proposal for the City of Merced Page 7
GUARANTEE
Should a candidate recommended by our firm position resign or be terminated within the first 12 months of employment, we will provide the City of Merced with professional services to secure a eplacement. Services will be provided at no cost, aside from expenses incurred on the City o Merced's behalf during the new search. We are confident in our ability to recruit outstandin candidates and do not expect the City to find it necessary to exercise this provision of our proposal.
RECRUITMENT SCHEDULE
We are prepared to start work on this assignment upon receipt of a signed professional services agreement or other written, authorized notification. A full search can be completed in 13-16 weeks from the date of initial meetings with our client.
The final recruitment schedule will be determined in collaboration with City of Merced. A typical timeline of tasks and events is included here for reference.
Month 1 Mouth 2 Month 3 Month 1
Week 1 Week a Neck?
Heck 1;
Candidate Distribute Screen
Finalist
Profile Brochure Candidates Interviews
Wools? 1 Hecks 6-8
Week 10 Weeks 13 11
Develop & Print Continue Prelimunary Backgrounds &
Brochure Recruiting Interviews
References
Neck
Wook 11 Week 1)
Place Ads Search Public
Records Negotiations
lock 1 Wick 1'
Week 16
Recommend
Begin Recruiting Candidate
Finalists Appointment
Bob Murray & Associates Proposal for the City of Merced
FIRM PROFILE
OUR STAFF
Bob Murray & Associates is a small firm focusing exclusively on executive search services. We have a team of eleven (11):
• Bob Murray, Founder
• Valerie Gaeta Phillips, President
Gary Phillips, Executive Vice President
* Joel Bryden, Vice President
Yasmin Beers, Senior Executive Recruiter
Adele Fresé, Senior Executive Recruiter
• Bryan Hill, Senior Executive Recruiter
Stacy Stevenson, Senior Executive Recruiter
•Alexandria Kopack, Recruitment and Operations Manager
• Kathy Lolas, Senior Recruitment Coordinator
• Gini Herndon, Contracts Administrator/ Bookkeeper
BOB MURRAY, FOUNDER
Mr. Murray—known simply as "Bob" to his clients and candidates throughout the western U.S.— brings over 40 years' experience as a recruiter and is recognized as one of the top local government recruiters in the nation. He conducted hundreds of searches for cities, counties, and special districts and was called on to conduct searches for some of the largest, most complex organizations in the country-and some of the smallest. Bob conducted searches for chief executives, department heads, professional and technical positions, taking the lead on many of the firm's most difficult assignments with great success. His clients retained him again and again, given the quality of his work and success in finding candidates for difficult to fill positions.
As our Founder, Bob currently takes on few searches personally but continues to be an active presence at Bob Murray & Associates, providing valued insight and experience to our team members regarding all aspects of the recruitment process.
Mr. Murray received his Bachelor of Science Degree in Criminology from the University of California at Berkeley with graduate studies in Public Administration at California State University
VALERIE GAETA PHILLIPS, PRESIDENT AND RECRUITER
Ms. Gaeta Phillips has over 18 years of recruiting experience, including more than a decade of recent experience in executive search for public, private, and startup companies nationwide. Since joining Bob Murray & Associates, Valerie has completed over 160 searches in a diverse range of ields, including city and general management, planning, finance, human resources, transportation, ommunication and public relations, community and economic development, informatio technology, parks and recreation, and operations. She has recruited at all levels of municipal and Bob Murray & Associates Proposal for the City of Merced Page 9 Executive Officers. non-profit organizations, from technicians and engineers to Executive Directors and Chief even the most difficult or untraditional assignments and for her commitment to her clients' Valerie is valued for her passion for finding and retaining the most outstanding candidates for associations. Valerie is called upon often to serve as an expert speaker on topics such as managing success; she is also active in a variety of industry organizations and in diversity-focused a positive placement for the organizational culture. one's online reputation, diversity issues in municipal and non-profit leadership, and how to identify people, evidenced by fundraising, sponsorship, and involvement in raising awareness for Ms. Gaeta Phillips, along with Executive Vice President Gary Phillips, has a passion for helping California Special Olympics. organizations such as Autism Speaks, the UC Davis M.I.N.D. Institute, and the Northern
GARY PHILLIPS, EXECUTIVE VICE PRESIDENT AND RECRUITER
Since joining Bob Murray & Associates, Mr. Phillips has completed over 125 searches for executives and protessionals in a wide variety of fields including animal services, city and general management, planning, legal counsel, cyber security, and human resources. Gary's clients have sourced outstanding candidates for positions from the level of division managers up to City ranged from municipal government to non-profit and private sector organizations, and he has Managers, Executive Directors, and General Managers.
Gary started his career with a New York-based Fortune 100 company and quickly became a Senior Manager, bullding and running a large customer service organization that eventually expanded to companies, with noted successes such as building an organization from two to 250 employees 13 countries in Europe. He proceeded to hold senior leadership positions in several Fortune 500 worldwide and growing a company from 800 to 1200 employees.
As part of an executive acquisition and recruiting team, Gary helped build a start-up enterprise sofare ion. He has main red cuisco, ering hipsnotch palme and banding privated las, including medical and financial institutions. He prides himself on finding key talent and offering the best customer service to his clients.
Mr. Phillips, along with Ms. Gaeta-Phillips, is involved in his community as a soccer coach, as an organizer of fundraisers for Autism Speaks and the UC Davis M.I.N.D. Institute, and as a sponsor and completed additional coursework at Rochester Institute of Technology, NY. of the Northern California Special Olympics. Mr. Phillips received his Associate of Science degree
JOEL BRYDEN, VICE PRESIDENT AND RECRUITER
retired as Chief of Police in Walnut Creek, CA prior to joining Bob Murray & Associates in 2013. Mr. Bryden has over 30 years of local government experience that he brings to the firm, having hiring and promotional processes, as well as interviewing candidates for advancement in all aspects Throughout his career, Joel has been involved in public sector consulting, with vast experience in of local government.
Bob Murray & Associates
Proposal for the City of Merced
Joel has a solid reputation as a leader in the public sector and his ability to find and evaluate outstanding appucants for our clients is invaluable in the search process. Since joining Bob Murray & Associates, Joel has conducted over 100 recruitments in a broad range of sectors including police, fire, building, planning, city management, and general management. He is often called upon to recruit specialized or difficult-to-fill positions, such as Independent Police Auditor.
Mr. Bryden is a graduate of the FBI National Academy and obtained his Bachelor of Arts Degree in Communication from San Diego State University. He is currently based in Walnut Creek, CA.
YASMIN BEERS, SENIOR EXECUTIVE RECRUITER
Yasmin Beers brings over 33 years of municipal government experience to Bob Murray and Associates. Yasmin retired as the City Manager for Glendale with a population of over 200,000.
She served as Chief Executive Officer overseeing close to 2,000 employees serving in Police, Fire, Public Works, Parks, Community Development, Library Arts & Culture, Innovation Performance & Audit, and Water & Power to name a few.
Yasmin's three decades of experience in public service brings extensive background in public sector finance, human resources management, contract negotiations, strategic planning & organizational leadership, policy development, emergency response & planning, team building and performance improvement. Throughout her career, Yasmin has had a great deal of experience in recruiting, selecting and hiring employees for executive and management level positions with a focus on the organizational needs and culture.
Yasmin currently serves on the Glendale Adventist Medical Center's Civic Advisory Board and Glendale Chamber of Commerce recognized Yasmin as Woman of the Year; in 2013 she was the philanthropic etforts; in 2015, YWCA awarded Yasmin with the Heart & Excellence Award; in Yasmin has a Bachelor of Arts degree in Political Science from California State University, Northridge and a Master's degree in Organizational Leadership from Woodbury University.
ADELE FRESE, SENIOR EXECUTIVE RECRUITER
Adele Fresé brings 27 years of local government experience to Bob Murray & Associates, having reured as Chiet of Police in Salinas, CA prior to joining the firm in 2021. Adele began her public service career in 1985 as an active-duty member of the United States Marine Corps before serving the City of Corpus Christi for 20 years.
Bob Murray & Associates Proposal for the City of Merced
candidates for advancement in all aspects of local government. Adele has extensive experience in hiring and promotional processes, as well as interviewing During her 7 years as a Chief of Police, Adele exercised strong leadership and implemented monumental changes leading to the diversification of her agency's sworn staff. Adele's of the Year Award from Homeland Security Investigations, and her Department the Community commitment to collaboration with the public and law enforcement agencies earned her the Partner Policing Award from the Community Policing Institute of California.
State University at Hayward, and a minor degree in Sociology. She earned a Master of Science in Adele received her Bachelor of Science degree in Criminal Justice Administration from California Harvard Kennedy School, and PERF's Senior Management Institute for Police. She is a Texas Public Safety, completed the Senior Executives in State and Local Government program at the Certified Public Manager.
BRYAN HILL, SENIOR EXECUTIVE RECRUITER
Bay Area. During his career, he worked for three appreciably different East Bay cities and Chief Bryan Hill (ret.) spent over 30 years serving as a public safety leader in the San Francisco government. Much of Bryan's career was spent working in a wide variety of leadership and developed and led several regional programs providing him a broad perspective of local and principled leadership approach. executive level roles. As a police chief and city department head he was known for a progressive Throughout his career, Bryan emphasized community engagement. As a municipal government executive, he was dedicated to establishing lasting community partnerships, building strong teams, and continues to participate in leadership development. developing regional partnerships that increased efficiencies, professionalism and service to the Bryan received the California Police Officer's Association Award of Distinction for his efforts in University, Sacramento and he earned a Master of Science in Organizational Leadership. He is a community. Bryan received his Bachelor of Arts degree in Social Science from California State graduate of the FBI National Academy and holds a California POST Executive Certificate.
STACEY STEVENSON, SENIOR EXECUTIVE RECRUITER
In Ms. Stevenson's 32 years of service in municipal government, she worked for the California cities of San Diego, National City, and Murrieta. Ms. Stevenson began her professional career in Wastewater, Engineering, and Contracting departments; as well as the City Manager's office, City of San Diego as a Personnel Analyst and went on to work in the Personnel, Metropolitan creation and opening of the City's neighborhood service centers and Liaison to the City Council. progressing from Analyst to Deputy Director. She also assumed special projects such as the Resources, the Director of Administrative Services, and Deputy City Manager. She oversaw From San Diego she joined the City of National City where she served as the Director of Human special projects such as the balloting and passage of the City's local sales tax and the Community Services, Finance, Human Resources, and Information Technology; and managed implementation of a new payroll module.
Bob Murray & Associates
Proposal for the City of Merced
In the City of Murrieta, Ms. Stevenson served as Administrative Services Director and Deputy City Manager, again overseeing Community Services, Finance, Human Resources and Information Technology and managing special projects. Ms. Stevenson has also served as a commissioner on both the Child Care and Civil Service Commissions for the City of Chula Vista.
Ms. Stevenson holds a Bachelor's degree in Industrial Organizational Psychology as well as a Master of Business Administration degree with an emphasis in Human Resource Management.
ALEXANDRIA KOPACK, RECRUTTMENT AND OPERATIONS MANAGER
Alex is the Recruitment & Operations Manager with Bob Murray & Associates, and partners losely with each executive recruiter to support both clients and candidates through the entire recruitment process. Alex also offers support to the recruitment coordinators by ensuring each employee has the tools necessary for success within the firm. She also posts available positions to job boards, schedules interviews, conducts background checks on candidates, and creates marketing materials for each search.
Alex graduated with a bachelor's degree in Business Administration from Boise State University.
She has several years of experience in many different office settings and is eager to assist in the hiring process.
In her spare time, Alex enjoys spending time with her husband, family, and poodle (Theo), as well as playing tennis whenever weather allows.
KATHY LOLAS, SENIOR RECRUTTMENT COORDINATOR
Kathy recently joined the Bob Murray & Associates team after eight years of retirement. She is serving as a Recrutment Coordinator and brings over 30 years of experience from the residential real estate, state government, and life coaching industries. As a Recruitment Coordinator, Kathy partners closely with executive recruiters to provide support to candidates and clients throughout the recruitment process. She assists with scheduling, conducting background checks, creating marketing materials, and posting advertisements for open recruitments.
Kathy returned to graduate school in 2015, earned her Master's degree and launched a private life- coaching practice. She is known for her outgoing personality, attention to detail and collaborative pproach to successfully completing executive recruitments. In her free time, Kathy enjovs playins jazz piano, travel, boating, and playing with her poodle, "Rocky".
GINI HERNDON, CONTRACTS ADMINISTRATOR/BOOKKEEPER
Ms. Gini Herndon is the Contracts Administrator/Bookkeeper at Bob Murray & Associates. Ms.
Herndon is the first point of contact at Bob Murray & Associates and has an extensive administrative background in business law.
Ms. Herndon is known for her collaborative approach as she works closely with our internal team and clients to ensure a successful search. As a first point of contact, Ms. Herndon is highly protessional and maintains a high level of confidentiality and sensitivity.
Bob Murray & Associates Proposal for the City of Merced
CORPORATION
Bob Murray & Associates was founded in May 2000 and operated under the corporation name GVP Ventures, Inc. OR Bob Murray & Associates
1544 Eureka Road, Ste. 280
Roseville, CA 95661
(916) 784-9080
[email protected]
from our accountant available to your organization prior to final execution of a professional Our corporation and firm are financially sound (and have been so since 2000), with documentation service agreement. We have never been involved in any litigation, aside from our personnel serving as expert witnesses when called to do so.
PROFESSIONAL ASSOCIATIONS
the following organizations to remain engaged with current and future issues relevant to the Our firm, represented by either our President or our Executive Vice President, are involved in work we conduct on behalf of clients like City of Merced:
• California Special Districts Association - Member
• California City Management Foundation (CCMF) - Member • League of California Cities - League Partner • International City/County Management Association (ICMA) - Member • League of Women in Government - Sponsor/ Member
• Municipal Management Association of Northern California (MMANC) - Sponsor/ Member • Municipal Management Association of Southern California (MMASC) -Sponsor/ Member • National Forum for Black Public Administrators (NFBPA) - Committee member for Marketing and Branding
also frequently called upon to serve as panel members and to provide specialized lectures regarding Members of our leadership team not only attend events sponsored by these associations but are industry-specific issues.
Recent and upcoming speaking engagements and trainings provided by our staff include:
* "Role of the Chief" class, presented by Joel Bryden on behalf of the California Police Chiefs Association * Manzand of Latino Affaies invited speaker, Valerie Philips for flispani: Heritage "The Next Step on Your Career Ladder: A Rung Up or a Missed Step? What City Managers are Seeking to Create a Dream Team," Bob Murray & Associates is a leading participant on the MMAN 2019 Conference Panel
Bob Murray & Associates Proposal for the City of Merced
REFERENCES
for whom Bob Mutray & Associates has recently conducted similar searches are listed below: Clients and candidates are the best testament to our ability to conduct quality searches. Clients CLIENT: City of Livermore, CA
POSITION: Assistant City Attorney
REFERENCE: Mr. Jason Alcala, City Attornev
(916) 960-4150
CLIENT: Orange County, CA
POSITION: Public Defender
REFERENCE: Ms. Sandra Florez, Recruitment Manager
(714) 834-7325
CLIENT: Sacramento County, CA
POSITION: County Counsel
REFERENCE: Mr. David Devine, Director of Personnel Services (916) 874-5764
CLIENT: The State Bar of California
POSITION: Chief Financial Officer
POSITION: Director of Human Resources
POSITION: IT Application Development Director
POSITION: Chief Trial Counsel
POSITION: Executive Director
REFERENCE: Mr. Steve Mazer, Chief People Officer
(415) 538-2326
Mr. Sean M. Selegue, Chair of The Board
(415) 538-2000
We appreciate the City of Merced's consideration of our proposal and look forward to working with you.
BOB MURRAY
& ABSOCIATEE
EXPERTA IN EXEOUTIVE BEARCH
Bob Murray & Associates Proposal for the City of Merced
EXHIBIT C
A Proposal to Conduct an Executive Recruitment
for the Position of
EXECUTIVE RECRUITING SERVICES
on behalf of the City of
1544 Eureka Road, Suite 280
Roseville, CA 95661
(916) 784-9080
(916) 784-1985 fax
October 19, 2022
MS. STEPHANIE DIETZ
CITY MANAGER
CITY OF MERCED
678 WEST 18'" STREET
MERCED, CA 95340
Dear Ms. Dietz:
Bob Murray & Associates is pleased to submit a proposal to conduct the Executive Recruiting Services recruitment for the City of Merced. The following details our qualifications and describes our systematic-yet flexible-method of identifying, recruiting, and screening outstanding candidates on your behalf. It also includes a proposed budget, timeline, and guarantee
process heips you to determine the direction of the search and the types of Job Murray & Associates has an unmatched record of success in recruiting loca government protessionals. With over 25 years of experience, we have placed over 1,400 executives and professionals including but not limited to:
City/County Managers Equity Officers
General Managers Finance Directors
Executive Directors
Chief Technology Officers Human Resources Directors
Chief Operating Officers Independent Police Auditors
Chief Financial Officers
City Attorneys/County Counsels Public Works Directors
Community Development Directors Planning Directors
Economic Development Directors
A significant portion of our process focuses on conducting thorough and confidential background investigations of the top 2-3 candidates to ensure that nothing about them is left undiscovered. We have candid discussions with references who have insight into the candidate's experience, style and ethics; conduct a search of newspaper articles; and run credit, criminal and civil records reports. This ensures that the chosen candidate will not only be an excellent fit with the City of Merced, but also that the selected candidate will reflect positively upon your organization.
We work as a team on evety search at Bob Murray & Associates. Your Project Leads would be Gary Phillips, Valerie Gaeta Phillips, or Bryan Hill, who would not only direct and supervise the project team from beginning to end but also serve as the Recruiters for the project as well.
To learn first-hand of the quality of our services and why the majority of our engagements come from repeat and referred clients, we invite you to contact the references listed on page 17 of the attached proposal.
We look forward to your favorable consideration of our qualifications. Please do not hesitate to contact us at (916) 784-9080 with any questions.
Sincerely,
Valene Saeta Phillyss
Valerie Gaeta Phillips
President, Bob Murray & Associates
TABLE OF CONTENTS
THE RECRUITMENT PROCESS ...2
STEP 1 DEVELOP THE CANDIDATE PROFILE 2
Optional Service: Community and Staff Involvement. 2
STEP 2 DESIGN/DISTRIBUTE BROCHURE AND ADVERTISEMENTS... ......2 Reaching Diverse Candidates........... ...3
STEP 3 RECRUIT CANDIDATES.. ....3
STEP 4 SCREEN CANDIDATES... ....4
STEP 5 CONDUCT PRELIMINARY INTERVIEWS.. .. 4
STEP 6 SEARCH PUBLIC RECORDS.... . 4
STEP 7 MAKE RECOMMENDATIONS... ..4
STEP 8 FACILITATE FINAL INTERVIEWS... 5
STEP 9 CONDUCT BACKGROUND AND REFERENCE CHECKS ...5
STEP 10 ASSIST IN NEGOTIATIONS... 6
COMPLETE ADMINISTRATIVE ASSISTANCE.. .6
COSTS AND GUARANTEE... ...7
PROFESSIONAL FEE AND EXPENSES .7
Optional Services... ...
GUARANTEE. ..8
RECRUITMENT SCHEDULE.. ..........
FIRM PROFILE.................................... ..........17
THE RECRUITMENT PROCESS
Bob Murray & Associates' recruiters are specialists in finding a positive placement, providing recruitment process, refined through our 30+ years of experience in executive search.
STEP 1 DEVELOP THE CANDIDATE PROFILE
Our understanding of the City of Merced's needs will be key to a successful search.
Gary Phillips, Valerie Gaeta Phillips, or Bryan Hill will meet with the City Manager and key stakeholders to learn as much as possible about the ideal candidate for the * Mr. Hill will discuss compensation, benefits, and other key informatior recessary to ensure that outstanding candidates are attracted to this opportunity The profile we develop together at this stage will drive subsequent recruitment efforts.
Optional Service: Community and Staff Involvement
We tind that many of our clients value a recrutment process that opens the opportunity community members,
representatives, and employe to provide input regeing tade canenizabor sociate are skited in deing ind faciain from vater of col micente and in consolidating feedback into a cohesive narrative of common themes.
If the City of Merced so desires, we will work with the City Manager to create a customized community and/or staff input process.
STEP 2 DESIGN/DISTRIBUTE BROCHURE AND ADVERTISEMENTS
Mr. Phillips, Ms. Gaeta Phillips, or Mr. Hill and your dedicated Recruitment Coordinator vill use the candidate profile developed with the City of Merced to create a professional recruitment brochure, with the assistance of our professional graphic designer. The four age, full-color brochure will describe the community, organization, position, ideal candidate and compensation and will include pictures provided by the City of Merced that vou feel best represent your organization and your community.
Bob Murray & Associates Proposal for the City of Merced Page 2 Upon your approval, Mr. Phillips, Ms. Gaeta Phillips, or Mr. Hill will send the brochure by postal mall and email to a targeted audience, personally inviting potential candidates to apply for the Executive Recruiting Services position. We will also place the recruitment brochure on our website, which attracts over 11,000 unique hits weekly and is a trusted resource for candidates seeking executive and professional positions. Two sample brochures are included in this proposal package for your reference.
Mr. Phillips, Ms. Gaeta Phillips, or Mr. Hill will also design an effective advertising campaign appropriate for the Executive Recruiting Services recruitment. Our broadest outreach comes through our active social media involvement on Facebook, LinkedIn, and Twitter, where upcoming and current positions are posted. Sources such as Western City Magazine, PublicCEO, and the Careers in Government website will be used to reach an extensive local government audience, while position-specitic postings will be chosen to attract candidates who have built their careers in and are committed to the Executive Recruiting Services field.
Bob Murray & Associates does not typically place ads with job aggregators or eneral job postin
oneral at pos broad resuho as Case Bus does Monster es ardeed, as we hav candidates for executive and professional positions.
Reaching Diverse Candidates
Bob Murray & Associates, a woman-and minority-owned business, is proud of its ommitment to attracting and placing diverse candidates. Not only do we plac advertisements with websites designed to attract minority and female candidates organizations including the Local Government Hispanic Network, the League of Mr. Phillips, Ms. Gaeta Phillips, or Mr. Hill will seek to reach candidates in communities and organizations with demographic protiles and populations served like that of the City of Merced, to maximize the potential for individuals from a wide variety of backgrounds, cultures, physical abilities, life experiences, and gender to be considered for the Executive Recruiting Services position.
STEP 3 RECRUIT CANDIDATES
The strongest candidates are often those who are successful and content in their current positions and need to be sold on a new opportunity. Our extensive network of contacts, developed through over 1,400 successful placements, is a primary source for identifying and obtaining referrals for these candidates. Our in-house database of 40,000 current and former executive and professional candidates is a valuable resource that can only be built over time— time that we have invested into perfecting our process for finding the right candidates for our clients. Our aggressive outreach efforts are focused on phone calls to personally invite potential Bob Murray & Associates Proposal for the City of Merced Page 3 applicants, answer questions, and allay any reservations, and these efforts are essential to the success of the Executive Recruiting Services recruitment.
STEP 4 SCREEN CANDIDATES
Following the closing date for the recruitment, Mr. Phillips, Ms. Gaeta Phillips, or Mr. Hill will screen all resumes we have received, using the criteria established in the candidate profile as a basis upon which to narrow the field of candidates. Internal candidates receive sensitive consideration, and Mr. Phillips, Ms. Gaeta Phillips, or Mr. Hill will discuss with the City Manager how the City of Merced wishes to proceed with these candidates.
STEP 5 CONDUCT PRELIMINARY INTERVIEWS
Mr. Phillps, Ms. Gaeta Phillips, or Mr. Hill will personally interview the top 10 to 15 these interviews are typically conducted via Skype, Face Time, or other convenient videoconferencing applications.
During these in-depth interviews, Mr. Phillips, Ms. Gaeta Phillips, or Mr. Hill will Phillips, or Mr. Hill will discuss with the candidates their motivation for applying for the position and assess his/her knowledge, skills, and abilities. We will devot specific attention to establishing the likelihood of the candidate's acceptance of the position if an offer of employment is made.
STEP 6 SEARCH PUBLIC RECORDS
Under the direction of Mr. Phillips, Ms. Gaeta Phillips, or Mr. Hill, your dedicated STEP 7 MAKE RECOMMENDATIONS
Based on our findings during the preliminary interview process, Mr. Phillips, Ms. Gaeta Bob Murray & Associates Proposal for the City of Merced Page 4 We typically recommend 6-8 candidates that we feel will best match your expectations, and we prepare a detailed written report on each candidate. This bound report provided to each member of the decision-making body includes:
• Candidate list with Recommended Finalists identified in Group 1 and Group 2 (primary and secondary recommendations), as well as Internal candidates • Summary of experience, education, and salary information for each Recommended Finalist candidate
• Complete cover letter and resume for each Recommended Finalist candidate • List of Other Applicants (those who did not meet minimum qualifications or were otherwise unsuitable, based on our screening process)
Bob Murray & Associates maintains all search records for a period of seven (7) years following each recruitment, and we are happy to forward cover letters and resumes for each applicant by postal mail or email as soon as the recruitment closes to new applications.
STEP 8 FACILITATE FINAL INTERVIEWS
Our years of experience will be invaluable as we help you develop an interview process that objectively assesses the qualifications of each candidate. We will work with the City of Merced to craft and implement an interview approach that fits your needs. This may include individual and panel interviews by the City Manager and key stakeholders, community/employee interview panels, writing and presentation samples, meet-and-greets, or another specialized process element Mr.
Phillips, Ms. Gaeta Phillips, or Mr. Hill helps the City of Merced to design.
Mr. Phillips, Ms. Gaeta Phillips, or Mr. Hill will be present on-site during the interviews to facilitate as necessary during the process and to guide discussion to consensus regarding final candidates. Bound interview books will be provided to each interview panel member containing:
• Recruitment brochure with candidate profile
• Interview schedule
• Suggested interview questions
• Experience summary, cover letter, resume, and rating form for each candidate
* Ranking forms for use during the panel interview process We will work closely with your staff to coordinate and schedule interviews and candidate travel. Our goal is to ensure that each candidate has a very positive experience, as the way the entire process is conducted will influence the final candidates' perception of your organization.
STEP 9 CONDUCT BACKGROUND AND REFERENCE CHECKS
Mr. Phillips, Ms. Gaeta Phillips, or Mr. Hill and your Recruitment Coordinator will conduct detailed reference checks for up to three (3) final candidates. To gain an accurate and honest Bob Murray & Associates Proposal for the City of Merced Page 5 appraisal of the candidates' strengths and weaknesses, we will talk candidly with people who have direct knowledge of their work and management style. In addition to gaining a 360-degree view if candidates from the perspective of their supervisors, subordinates and peers for the pas everal years, we will make a point of speaking confidentially to individuals who may hav further insight into a candidate's abilities but who may not be on their preferred list of contacts.
Your Recruitment Coordinator will work with candidates and our professional backgrounding firm, HireRight, to conduct credit, civil litigation, and motor vehicle record checks and verify candidates' degrees.
STEP 10 ASSIST IN NEGOTIATIONS
We recognize the critical importance of successful negotiations and can serve as your nows what other organizations have done to put deals together with grea andidates and what the current market is like for Executive Recruiting Service positions in organizations like the City of Merced's. They will be available to advise you regarding current approaches to difficult issues, such as housing anc a very dite experience desiden inti on that is straghetead and agreeable for all parties involved.
COMPLETE ADMINISTRATIVE ASSISTANCE
We receive many unsolicited testimonials each year from clients and candidates sake notinger prompt conside rec, era, in imprintsan act succ due city hot Merced, we will provide you with updates on the status of the search and attend to all administrative details on your behalf.
Candidates receive immediate acknowledgement of their applications, as well as personal phone calls and/or emails (as appropriate) advising them of their status at It is our internal company standard that all inquiries from clients and candidates receive a response within the same business day whenever possible, and certainly within 24 hours if the inquiry is received during the work week. Mr. Phillips, Ms. Gaeta Phillips, or Mr. Hill will be available to the City of Merced by office phone, cell phone, and email at any time to ensure a smooth and stress-free recruitment process.
Bob Murray & Associates Proposal for the City of Merced Page 6
COSTS AND GUARANTEE
PROFESSIONAL FEE AND EXPENSES
The fixed, flat professional services fee for conducting the Executive Recruiting Services recruitment on behalf of the City of Merced is $19,000. Services provided for in this fee consist of all steps outlined in this proposal, including two (2) days of meetings on site.
The professional fee does not limit the amount of time invested by Bob Murray & Associates in promoting a successful outcome for this project. In fact, our mission for this project is to ensure we assist in identifying the right candidate for the City of Merced. Therefore, Mr. Phillips, Ms. Gaeta Phillips, or Mr. Hill will contact the Cit at the first anniversary of the placement to confirm an effective transition has occurred.
The City of Merced will also be responsible for reimbursing expenses Bob Murray * Associates incurs on your behalf. We estimate expenses for this project not to exceed $6,000. Reimbursable expenses include (but are not limited to) such items allocated costs and included in the expense estimate. In no instance will expenses exceed this estimate without prior approval from the City of Merced.
Expense reimbursement for candidate travel related to on-site interviews will be the responsibility of the City of Merced.
Professional Fees and Reimbursable Expenses
Professional Services (Fixed Flat Fee) $19,000
Reimbursable Expenses
Example costs and approximate amounts include:
Brochure Design and Printing ($1,275)
Advertising ($3,000) $6,000
Background Checks - 3 candidates ($550)
Consultant Travel ($600)
Other expenses - supplies, shipping, clerical ($575)
Nost-i-sceed Total S25.10M1
Optional Services
• Community/Staff Input Forum: $1,500/day, plus travel expenses • Online survey results: $250
Additional on-site meeting days: $1,500/day, plus travel expenses Additional background checks: $250/candidate
• Additional reference checks: $500/candidate
• Other services: $250/hour or $1,500/day
Bob Murray & Associates Proposal for the City of Merced Page 7
GUARANTEE
Should a candidate recommended by our firm position resign or be terminated within the first 12 months of employment, we wil provide the City of Merced with professional services to secure a replacement. Services will be provided at no cost, aside from expenses incurred on the City of Merced's behalf during the new search. We are confident in our ability to recruit outstanding candidates and do not expect the City to find it necessary to exercise this provision of our proposal.
RECRUITMENT SCHEDULE
We are prepared to start work on this assignment upon receipt of a signed professional services agreement or other written, authorized notification. A full search can be completed in 13-16 weeks from the date of initial meetings with our client.
The final recruitment schedule will be determined in collaboration with City of Merced. A typical timeline of tasks and events is included here for reference.
Month Month 2 Month 3 Month f
Work Works Work " Wick 1i
Candidate Distribute Screen Finalist
Profile Brochure Candidates Interviews
Weeks " Wecksos Wick 10 Wet. 1: 14
Develop & Print Continue Preliminary Backgrounds &
Brochie Recruiting Interviews References
Work. Wick i
Search Public
Place Ads Negotiations
Records
Wich t Wick :' Wick 16
Recommend Candidate
Begin Recruiting Finalists Appointment
Bob Murray & Associates Proposal for the City of Merced Page 8
FIRM PROFILE
OUR STAFF
Bob Murray & Associates is a small firm focusing exclusively on executive search services.
We have a team of twelve (12):
• Bob Murray, Founder
• Valerie Gaeta Phillips, President
Gary Phillips, Executive Vice President
Regan Williams, Vice President
Joel Bryden, Vice President
Yasmin Beers, Senior Executive Recruiter
• Adele Fresé, Senior Executive Recruiter
Nina Jamsen, Senior Executive Recruiter
Bryan Hill, Senior Executive Recruiter
• Alexandria Kopack, Recruitment and Operations Manager Kathy Lolas, Senior Recruitment Coordinator
* Gini Herndon, Contracts Administrator/ Bookkeeper
BOB MURRAY, FOUNDER
Mr. Murray—known simply as "Bob" to his clients and candidates throughout the western U.S.—brings over 40 years' experience as a recruiter and is recognized as one of the top local government recruiters in the nation. He conducted hundreds of searches for cities, counties, and special districts and was called on to conduct searches for some of the largest, most complex organizations in the country-and some of the smallest. Bob conducted searches for chief executives, department heads, professional and technical positions, taking the lead on many of the firm's most difficult assignments with great success. His clients retained him again and again, given the quality of his work and success in finding candidates for difficult to fill positions.
As our Founder, Bob currently takes on few searches personally but continues to be an active presence at Bob Murray & Associates, providing valued insight and experience to our team members regarding all aspects of the recruitment process.
Mr. Murray received his Bachelor of Science Degree in Criminology from the University of California at Berkeley with graduate studies in Public Administration at California State University at Havward.
VALERIE GAETA PHILLIPS, PRESIDENT AND RECRUITER
Ms. Gaeta Phillips has over 18 years of recruiting experience, including more than a decade of recent experience in executive search for public, private, and startup companies nationwide.
Since joining Bob Murray & Associates, Valerie has completed over 160 searches in a diverse range of fields, including city and general management, planning, finance, human resources, Bob Murray & Associates Proposal for the City of Merced Page 9 transportation, communication and public relations, community and economic development, information technology, parks and recreation, and operations. She has recruited at all levels of municipal and non-profit organizations, from technicians and engineers to Executive Directors and Chief Executive Officers.
Valerie is valued for her passion for finding and retaining the most outstanding candidates for even the most difficult or untraditional assignments and for her commitment to her clients' success; she is also active in a variety of industry organizations and in diversity- focused associations. Valerie is called upon often to serve as an expert speaker on topics such as managing one's online reputation, diversity issues in municipal and non-profit leadership, and how to identify a positive placement for the organizational culture.
Ms. Gaeta Phillips, along with Executive Vice President Gary Phillips, has a passion for helping people, evidenced by fundraising, sponsorship, and involvement in raising awareness for organizations such as Autism Speaks, the UC Davis M.I.N.D.
Institute, and the Northern California Special Olympics.
GARY PHILLIPS, EXECUTIVE VICE PRESIDENT AND RECRUITER
Since joining Bob Murray & Associates, Mr. Phillips has completed over 125 searches for executives and professionals in a wide variety of fields including animal services, city and general management, planning, legal counsel, cyber security, and human resources. Gary's clients have ranged from municipal government to non-profit and private sector organizations, and he has sourced outstanding candidates for positions from the level of division managers up to City Managers, Executive Directors, and General Managers.
Gary started his career with a New York-based Fortune 100 company and quickly became a Senior Manager, building and running a large customer service organization that eventually expanded to 13 countries in Europe. He proceeded to hold senior leadership positions in several Fortune 500 companies, with noted successes such as building an organization from two to 250 employees worldwide and growing a company from 800 to 1200 employees.
As part of an executive acquisition and recruiting team, Gary helped build a start-up enterprise software company in San Francisco, recruiting top-notch talent and building a world-class organization. He has maintained customer relationships in the public sector and the private sector, including medical and financial institutions. H ›rides himself on finding key talent and offering the best customer service to his clients Mr. Phillips, along with Ms. Gaeta-Phillips, is involved in his community as a soccer coach, as an organizer of fundraisers for Autism Speaks and the UC Davis M.I.N.D.
Institute, and as a sponsor of the Northern California Special Olympics. Mr. Phillips received his Associate of Science degree and completed additional coursework at Rochester Institute of Technology, NY.
Bob Murray & Associates Proposal for the City of Merced Page 10
REGAN WILLIAMS, SENIOR VICE PRESIDENT AND RECRUITER
Mr. Williams brings 30 years of local government experience to Bob Murray & Associates and has over 17 years of experience in executive recruitments with our firm. In his time with Bob Murray & Associates, Regan has conducted over 275 executive searches ranging from managers and department heads to City Managers, Executive Directors, and General Managers. If Regan were to have a recruiting specialty, it would be public safety positions:
he has personally conducted over 60 Police Chief and 20 Fire Chief recruitments.
Prior to joining Bob Murray & Associates, Regan served as Director of Public Safety with the City of Sunnyvale, CA. He was involved in the development of some of Sunnyvale's most innovative public safety programs and has a national reputation for excellence in law entorcement, as well as in law enforcement executive recruiting Regan's clients find his prompt and personal attention, insight, and expertise i recruitment and selection an asset. He is often called upon to recruit for difficult-to- fll law enforcement positions, such as the position of Police Chief or City Manager in challenging political environments.
Mr. Williams received his Bachelor of Science Degree in Administration of Justice from San Jose State University. He is also a graduate of the FBI National Academy.
JOEL BRYDEN, VICE PRESIDENT AND RECRUITER
Mr. Bryden has over 30 years of local government experience that he brings to the as well as interviewing candidates for advancement in all aspects of local government.
Joel has a solid reputation as a leader in the public sector and his ability to find and evaluate outstanding applicants for our clients is invaluable in the search process. 1: Bree in graduac of the F an a cade and oried is Bachelore in Walnut Creek, CA.
YASMIN BEERS, SENIOR EXECUTIVE RECRUITER
Yasmin Beers brings over 33 years of municipal government experience to Bob Murray and Associates. Yasmin retired as the City Manager for Glendale with a population of over 200,000.
She served as Chief Executive Officer overseeing close to 2,000 employees serving in Police, Fire, Bob Murray & Associates Proposal for the City of Merced Page 11 Public Works, Parks, Community Development, Library Arts & Culture, Innovation Performance & Audit, and Water & Power to name a few.
Yasmin's three decades of experience in public service brings extensive background in public sector finance, human resources management, contract negotiations, strategic planning & organizational leadership, policy development, emergency response & planning, team building and performance improvement. Throughout her career, Yasmin has had a great deal of experience in recruiting, selecting and hiring employees for executive and management level positions with a focus on the organizational needs and culture.
Yasmin currently serves on the Glendale Adventist Medical Center's Civic Advisory Board and the Advisory Board for Village Christian School. Yasmin is a past member of Soroptimist International of Glendale where she served as President in 1999/2000.
Yasmin has a Bachelor of Arts degree in Political Science from California State University, Northridge and a Master's degree in Organizational Leadership from Woodbury University.
ADELE FRESÉ, SENIOR EXECUTIVE RECRUITER
Adele Fresé brings 27 years of local government experience to Bob Murray & Associates, having retired as Chiet of Police in Salinas, CA prot to joining the tim in 2021. Adele began her public service career in 1985 as an active-duty member of the United States Marine Corps before serving the City of Corpus Christi for 20 years.
Adele has extensive experience in hiring and promotional processes, as well as interviewing candidates for advancement in all aspects of local government.
During her 7 years as a Chief of Police, Adele exercised strong leadership and implemented monumental changes leading to the diversification of her agency's sworn staff. Adele's commitment to collaboration with the public and law enforcement agencies earned her the Partner of the Year Award from Homeland Security Investigations, and her Department the Community Policing Award from the Community Policing Institute of California.
Adele received her Bachelor of Science degree in Criminal Justice Administration from California State University at Hayward, and a minor degree in Sociology. She earned a Master of Science in Public Safety, completed the Senior Executives in State and Local Government Bob Murray & Associates Proposal for the City of Merced Page 12 program at the Harvard Kennedy School, and PERE's Senior Management Institute for Police.
She is a Texas Certified Public Manager.
NINA JAMSEN, SENIOR EXECUTIVE RECRUITER
Ms. Jamsen brings over 33 years of local government experience to the firm. She retired as Chief of Police from California State University, San Bernardino, prior to joining Bob Murray and Associates. Nina also served the San Bernardino County Sheriff's Department in the capacity as a Police Chief for the cities of Loma Linda and Grand Terrace.
Ms. Jarsen has a strong leadership reputation in the public sector in the Inland Empire.
Throughout her six-and-a-half-year tenure as a Police Chief, she implemented major forward-thinking changes to her agency. Her philosophy was driven by strong community-oriented policing, guided by 21st Century policing pillars. Ms. Jamsen nervieving seeing and promoting candidates. Nina was recognized as of ioneer Woman in 2017 by the Citv o
Distinction in 2019 by the 40th District of the California State Assembly.
Ms. Jamsen obtained her Bachelor's Degree in Administration of Criminal Justice om the University i
remain niversinive We, a Virginia, tenthe her achina cential fom Sai Nina is a proud Finnish native, first generation college graduate, and is fluent in Swedish and Finnish.
BryAn HILL, SENIOR EXECUTIVE RECRUITEr
Chiet Bryan Hill (ret.) spent over 30 years serving as a public safety leader in the and city department head he was known for a progressive and principled leadership approach.
Throughout his career, Bryan emphasized community engagement. As a municipal government executive, he was dedicated to establishing lasting community partnerships, building strong teams, and continues to participate in leadership development.
Bryan received the California Police Officer's Association Award of Distinction for his efforts in developing regional partnerships that increased efficiencies, professionalism and service to the community. Bryan received his Bachelor of Arts degree in Social Science from California State University, Sacramento and he earned a Master of Science in Organizational Leadership. He is a graduate of the FBI National Academy and holds a California POST Executive Certificate.
Bob Murray & Associates Proposal for the City of Merced Page 13
ALEXANDRIA KOPACK, RECRUITMENT AND OPERATIONS MANAGER
Ales is the Recruitment and Operations Manager with Bob Murray & Associates, and partners closely with the executive recruiter to support both the client and candidates through the entire recruitment process. Alex's responsibilities include posting available positions to job boards, interview scheduling, conducting background checks on candidates, and creating marketing materials for each search.
Alex graduated with a bachelor's degree in Business Administration from Boise State University. She has several years of experience in many different office settings and is eager to assist in the hiring process.
In her spare time, Alex enjoys spending time with her husband, family, and poodle (Theo), as well as playing tennis whenever weather allows.
KATHY LOLAS, SENIOR RECRUITMENT COORDINATOR
Kathy recently joined the Bob Murray & Associates team after eight years of etirement. She is serving as a Recruitment Coordinator and brings over 30 yeat if experience from the residential real estate, state government, and life coachin industries. As a Recruitment Coordinator, Kathy partners closely with executive recruiters to provide support to candidates and clients throughout the recruitment process. She assists with scheduling, conducting background checks, creating marketing materials, and posting advertisements for open recruitments.
Kathy returned to graduate school in 2015, earned her Master's degree and completing executive recruitments. In her free time, Kathy enjoys playing jazz piano, travel, boating, and playing with her poodle, "Rocky".
GINI HERNDON, CONTRACTS ADMINISTRATOR/BOOKKEEPER
Ms. Gini Herndon is the Contracts Administrator/Bookkeeper at Bob Murray & Associates. Ms. Herndon is the first point of contact at Bob Murray & Associates and has an extensive administrative background in business law.
Ms. Herndon is known for her collaborative approach as she works closely with our internal team and clients to ensure a successful search. As a first point of contact, Ms.
Herndon is highly professional and maintains a high level of confidentiality and sensitivity.
Bob Murray & Associates Proposal for the City of Merced Page 14
CORPORATION
Bob Murray & Associates was founded in May 2000 and operated under the corporation name MBN Services, Inc. until June 2014; our new corporation name is GVP Ventures, Inc., incorporated in California in 2014. Contact information for the corporation and the firm is GVP Ventures, Inc. OR Bob Murray & Associates
1544 Eureka Road, Ste. 280
Roseville, CA 95661
(916) 784-9080
[email protected]
Our corporation and firm are financially sound (and have been so since 2000), with documentation from our accountant available to your organization prior to final execution of a professional service agreement. We have never been involved in any litigation, aside from our personnel serving as expert witnesses when called to do SO.
Bob Murray & Associates Proposal for the City of Merced Page 15
PROFESSIONAL ASSOCIATIONS
Our firm, represented by either our President or our Executive Vice President, are involved in the following organizations to remain engaged with current and future issues relevant to the work we conduct on behalf of clients like City of Merced:
• California Special Districts Association - Member
• California City Management Foundation (CCMF) - Member • International City/County Management Association (ICMA) - Member • League of California Cities - League Pariner
• League of Women in Government - Sponsor / Member
• Municipal Management Association of Northern California (MMANC) - Sponsor/ Member
• Municipal Management Association of Southern California (MMASC) - Sponsor/Member
• National Forum for Black Public Administrators (NFBPA) - Committee member for Marketing and Branding
Members of our leadership team not only attend events sponsored by these associations but are also frequently called upon to serve as panel members and to provide specialized lectures regarding industry-specific issues.
Recent and upcoming speaking engagements and trainings provided by our staff include:
* "Role of the Chief" class, presented by Joel Bryden on behalf of the California Police Chiefs Association
• Organization of Latino Affairs invited speaker, Valerie Phillips for Hispanic Heritage Month; and
• "The Next Step on Your Career Ladder: A Rung Up or a Missed Step? What City Managers are Seeking to Create a Dream Team," Bob Murray & Associates is a leading participant on the MMANC 2019 Conference Panel
Bob Murray & Associates Proposal for the City of Merced Page 16
REFERENCES
Clients and candidates are the best testament to our ability to conduct quality searches. Clients for whom Bob Murray & Associates has conducted or is currently conducting searches are listed below:
CLIENT: City of Livermore, CA
POSITION:
POSITION:
POSITION:
POSITION:
REFERENCE: Ms. Nancy Dias, Human Resources Manager
(925) 960-4115, [email protected]
CLIENT: City of Newark, CA
POSITION: Community Development Director
POSITION: Police Chief
POSITION: Police Captain
POSITION: Chief Building Official
REFERENCE: Mr. David Benoun, City Manager
(510) 578-4200, [email protected]
CLIENT: Orange County, CA
POSITION: Public Detender
POSITION: Executive Director of Campaign & Finance Ethics Commission
POSITION: Executive Director for the Office of Independent Review POSITION: Assistant Director of Public Works
POSITION: Chief Human Resources Officer
POSITION: OC Parks Deputy Director
POSITION: Director of the Office of Independent Review
POSITION: Chief Human Resources Officer
REFERENCE: Ms. Sandra Florez, Recruitment Manager
(714) 834-7325, sandra. [email protected]
We appreciate the City of Merced's consideration of our proposal and look forward to working with you.
BOB MURRAY
& ASSOCIATES
EXPERTS IN EXEDUTIVK BEANGH
Bob Murray & Associates Proposal for the City of Merced Page 17