HomeMy WebLinkAboutCC Resolution 12020 (Recruit City Manager; Peckham & McKenney)RESOLUTION NO. 12020
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SAN RAFAEL AUTHORIZING EXECUTION OF
CONTRACT FOR CONSULTANT SERVICES WITH
PECKHAM & MCKENNEY FOR EXECUTIVE
RECRUITMENT FOR ASSISTANT CITY MANAGER
THE CITY COUNCIL OF THE CITY OF SAN RAFAEL RESOLVES as follows:
The CITY MANAGER and CITY CLERK are authorized to execute, on behalf of the City of
San Rafael, an agreement with Peckham & McKenney for an executive recruitment for Assistant
City Manager, a copy of which is hereby attached and by this reference made a part hereof.
I, JEANNE M. LEONCINI, Clerk of the City of San Rafael, hereby certify that the foregoing
resolution was duly and regularly introduced and adopted at a regular meeting of the City Council
of said City held on Monday the 21 st day of August, 2006, by the following vote, to wit:
AYES:
NOES
ABSENT:
COUNCILMEMBERS: Cohen, Heller, Miller and Mayor Boro
COUNCILMEMBERS: None
COUNCILMEMBERS: Phillips
JEANNE M. LEONCINI, City Clerk
WACity Managers- WorkFile\Council Material\Resolutions\2006\Peckham & McKenneyReso.doc
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AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made and entered into this 21 st day of August, 2006, by and between the
CITY OF SAN RAFAEL (hereinafter "CITY"), and Peckham & McKennev (hereinafter
"CONTRACTOR").
RECITALS
WHEREAS, the City of San Rafael has a vacant Assistant City Manager position and
desires a professional recruitment firm to assist with all aspects of the executive search;
tiVIIEREAS, Peckham & McKenny has the expertise and resources to conduct an
extensive recruitment for an Assistant City Manager and the City wishes to use their professional
services.
AGREEMENT
NOW, THEREFORE, the parties hereby agree as follows:
1. PROJECT COORDINATION.
A. CITY. The City Manager shall be the representative of the CITY for all purposes
under this Agreement.
B. CONTRACTOR. CONTRACTOR shall assign a single PROJECT DIRECTOR
to have overall responsibility for the progress and execution of this Agreement for
CONTRACTOR. Bobbi Peckham is hereby designated as the PROJECT DIRECTOR for
CONTRACTOR. Should circumstances or conditions subsequent to the execution of this
Agreement require a substitute PROJECT DIRECTOR for any reason, the CONTRACTOR shall
notify the CITY within ten (10) business days of the substitution and shall be subject to the prior
written approval of the PROJECT MANAGER.
3. DUTIES OF CONTRACTOR.
CONTRACTOR shall perform the duties and/or provide services as described in the
attached Proposal for Professional Services (Exhibit A) and attached and incorporated herein.
4. DUTIES OF CITY.
CITY shall pay the compensation as provided on page 4 of Exhibit A and perform duties
as described in Exhibit A and attached and incorporated herein.
5. COMPENSATION.
For the full performance of the services described herein by CONTRACTOR, CITY shall
pay CONTRACTOR as described in Exhibit A attached and incorporated herein.
The professional fee for the recruitment of the Assistant City Manager is a flat rate of
$17,000. One-third of the fee is due as a retainer upon execution of the agreement, and the
remainder is to be divided and billed in two separate, monthly invoices. City shall be responsible
for reimbursement of expenses, estimated to be from $6,500 to a not to exceed of $8,000.
6. TERM OF AGREEMENT.
The term of this Agreement shall be for a limited duration commencing on August 21, 2006
and ending on or about December 31, 2006. Upon mutual agreement of the parties, and subject to
the approval of the City Manager, the term of this Agreement may be extended for an additional
four (4) months.
7. TERMINATION.
A. Discretionary. Either party may terminate this Agreement without cause upon
thirty (30) days written notice mailed or personally delivered to the other party.
B. Cause. Either party may terminate this Agreement for cause upon fifteen (15) days
written notice mailed or personally delivered to the other party, and the notified party's failure to
cure or correct the cause of the termination, to the reasonable satisfaction of the party giving such
notice, within such fifteen (15) day time period.
C. Effect of Termination. Upon receipt of notice of termination, neither party shall
incur additional obligations under any provision of this Agreement without the prior written consent
of the other.
D. Return of Documents. Upon termination, any and all CITY documents or
materials provided to CONTRACTOR and any and all of CONTRACTOR's documents and
materials prepared for or relating to the performance of its duties under this Agreement, shall be
delivered to CITY as soon as possible, but not later than thirty
(30) days after termination.
8. OWNERSHIP OF DOCUMENTS.
The written documents and materials prepared by the CONTRACTOR in connection with
the performance of its duties under this Agreement, shall be the sole property of CITY. CITY may
use said property for any purpose, including projects not contemplated by this Agreement.
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9. INSPECTION AND AUDIT.
Upon reasonable notice, CONTRACTOR shall make available to CITY, or its agent, for
inspection and audit, all documents and materials maintained by CONTRACTOR in connection
with its performance of its duties under this Agreement. CONTRACTOR shall fully cooperate
with CITY or its agent in any such audit or inspection.
10. ASSIGNABILITY.
The parties agree that they shall not assign or transfer any interest in this Agreement nor the
performance of any of their respective obligations hereunder, without the prior written consent of
the other party, and any attempt to so assign this Agreement or any rights, duties or obligations
arising hereunder shall be void and of no effect.
11. INSURANCE.
A. During the term of this Agreement, CONTRACTOR shall maintain, at no expense
to CITY, the following insurance policies:
1. A comprehensive general liability insurance policy in the minimum amount
of one million ($1,000,000) dollars per occurrence for death, bodily injury, personal injury, or
property damage;
2. An automobile liability (owned, non -owned, and hired vehicles) insurance
policy in the minimum amount of one million ($1,000,000) dollars per occurrence;
3. If any licensed professional performs any of the services required to be
performed under this Agreement, a professional liability insurance policy in the minimum amount
of one million ($1,000,000) dollars to cover any claims arising out of the CONTRACTOR's
performance of services under this Agreement.
B. The insurance coverage required of the CONTRACTOR by section 11. A shall
also meet the following requirements:
1. The insurance shall be primary with respect to any insurance or coverage
maintained by CITY and shall not call upon CITY's insurance or coverage for any contribution;
2. Except for professional liability insurance, the insurance policies shall be
endorsed for contractual liability and personal injury;
3. Except for professional liability insurance, the insurance policies shall be
specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as
additionally named insureds under the policies.
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4. CONTRACTOR shall provide to City's Risk Manager, (a) Certificates of
Insurance evidencing the insurance coverage required herein, and (b) specific endorsements naming
CITY, its officers, agents, employees, and volunteers, as additional named insureds under the
policies.
5. The insurance policies shall provide that the insurance carrier shall not
cancel, terminate or otherwise modify the terms and conditions of said insurance policies except
upon thirty (30) days written notice to City's Risk Manager.
6. If the insurance is written on a Claims Made Form, then, following
termination of this Agreement, said insurance coverage shall survive for a period of not less than
five years;
7. The insurance policies shall provide for a retroactive date of placement
coinciding with the effective date of this Agreement;
8. The insurance shall be approved as to form and sufficiency by PROJECT
MANAGER and the City Attorney.
C. If it employs any person, CONTRACTOR shall maintain worker's compensation
and employer's liability insurance, as required by the State Labor Code and other applicable laws
and regulations, and as necessary to protect both CONTRACTOR and CITY against all liability
for injuries to CONTRACTOR's officers and employees.
D. Any deductibles or self-insured retentions in CONTRACTOR's insurance policies
must be declared to and approved by the City's Risk Manager and the City Attorney. At CITY's
option, the deductibles or self-insured retentions with respect to CITY shall be reduced or
eliminated to CITY's satisfaction, or CONTRACTOR shall procure a bond guaranteeing payment
of losses and related investigations, claims administration, attorney's fees and defense expenses.
12. INDEMNIFICATION.
CONTRACTOR shall indemnify, release, defend and hold harmless CITY, its officers,
agents, employees, and volunteers, against any claim, demand, suit, judgment, loss, liability or
expense of any kind, including attorney's fees and administrative costs, arising out of or resulting in
any way, in whole or in part, from any acts or omissions, intentional or negligent, of
CONTRACTOR or CONTRACTOR'S officers, agents and employees in the performance of
their duties and obligations under this Agreement.
13. NONDISCRIMINATION.
CONTRACTOR shall not discriminate, in any way, against any person on the basis of age,
sex, race, color, religion, ancestry, national origin or disability in connection with or related to the
performance of its duties and obligations under this Agreement.
14. COMPLIANCE WITH ALL LAWS.
CONTRACTOR shall observe and comply with all applicable federal, state and local laws,
ordinances, codes and regulations, in the performance of its duties and obligations under this
Agreement. CONTRACTOR shall perform all services under this Agreement in accordance with
these laws, ordinances, codes and regulations. CONTRACTOR shall release, defend, indemnify
and hold harmless CITY, its officers, agents and employees from any and all damages, liabilities,
penalties, fines and all other consequences from any noncompliance or violation of any laws,
ordinances, codes or regulations.
15. NO THIRD PARTY BENEFICIARIES.
CITY and CONTRACTOR do not intend, by any provision of this Agreement, to create in
any third party, any benefit or right owed by one party, under the terms and conditions of this
Agreement, to the other party.
16. NOTICES.
All notices and other communications required or permitted to be given under this
Agreement, including any notice of change of address, shall be in writing and given by personal
delivery, or deposited with the United States Postal Service, postage prepaid, addressed to the
parties intended to be notified. Notice shall be deemed given as of the date of personal delivery, or
if mailed, upon the date of deposit with the United States Postal Service. Notice shall be given as
follows:
TO CITY: Ken Nordhoff, City Manager
Project Manager
City of San Rafael
1400 Fifth Ave. (P.O. Box 151560)
San Rafael, CA 94915-1560
TO CONTRACTOR: Bobbi Peckham
Project Director
Peckham & McKenny
6700 Freeport Boulevard, Suite 203A
Sacramento, CA 95822
17. INDEPENDENT CONTRACTOR.
For the purposes, and for the duration, of this Agreement, CONTRACTOR, its officers,
agents and employees shall act in the capacity of an Independent Contractor, and not as employees
of the CITY. CONTRACTOR and CITY expressly intend and agree that the status of
5
CONTRACTOR, its officers, agents and employees be that of an Independent Contractor and not
that of an employee of CITY.
18. ENTIRE AGREEMENT -- AMENDMENTS.
A. The terms and conditions of this Agreement, all exhibits attached, and all
documents expressly incorporated by reference, represent the entire Agreement of the parties with
respect to the subject matter of this Agreement.
B. This written Agreement shall supersede any and all prior agreements, oral or
written, regarding the subject matter between the CONTRACTOR and the CITY.
C. No other agreement, promise or statement, written or oral, relating to the subject
matter of this Agreement, shall be valid or binding, except by way of a written amendment to this
Agreement.
D. The terms and conditions of this Agreement shall not be altered or modified except
by a written amendment to this Agreement signed by the CONTRACTOR and the CITY.
E. If any conflicts arise between the terms and conditions of this Agreement, and the
terms and conditions of the attached exhibits or the documents expressly incorporated by reference,
the terms and conditions of this Agreement shall control.
19. SET-OFF AGAINST DEBTS.
CONTRACTOR agrees that CITY may deduct from any payment due to
CONTRACTOR under this Agreement, any monies which CONTRACTOR owes CITY under
any ordinance, agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments,
unpaid checks or other amounts.
20. WAIVERS.
The waiver by either party of any breach or violation of any term, covenant or condition of
this Agreement, or of any ordinance, law or regulation, shall not be deemed to be a waiver of any
other term, covenant, condition, ordinance, law or regulation, or of any subsequent breach or
violation of the same or other term, covenant, condition, ordinance, law or regulation. The
subsequent acceptance by either party of any fee, performance, or other consideration which may
become due or owing under this Agreement, shall not be deemed to be a waiver of any preceding
breach or violation by the other party of any term, condition, covenant of this Agreement or any
applicable law, ordinance or regulation.
21. COSTS AND ATTORNEY'S FEES.
The prevailing party in any action brought to enforce the terms and conditions of this
Agreement, or arising out of the performance of this Agreement, may recover its reasonable costs
(including claims administration) and attorney's fees expended in connection with such action.
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22. CITY BUSINESS LICENSE / OTHER TAXES.
CONTRACTOR is exempt from the business license requirement of the San Rafael
Municipal Code since all work is done off-site. CONTRACTOR shall pay any and all state and
federal taxes and any other applicable taxes. CITY shall not be required to pay for any work
performed under this Agreement, until CONTRACTOR has provided CITY with a completed
Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and
Certification).
23. APPLICABLE LAW.
The laws of the State of California shall govern this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month
and year first above written.
CITY OF SAN RAFAEL
KEN RDHOFF, City Mana e
ATTEST:
AANNE M. LEONCTNI, City Clerk
N
City Attorney
7
CONTRACTOR
By:
Name: '� / C' • Aoe'4 '
Title: 4*0-07Nte-
Lake Tahoe
1-866-628-3697
Executive Search Services
Assistant City Manager
City of San Rafael
July 2006
Sacramento
1-866-912-1919
EXHIBIT A
Denver
1-866-628-3698
6700 Freeport Boulevard, Suite 203A (916) 391-2233
Sacramento, CA 95822 www.peckhamandmckenney.com Fax (916) 391-2255
July 21, 2006
Mr. Ken Nordhoff, City Manager
c/o Ms. Jane Fleenor
Interim Human Resources Director
City of San Rafael
1400 Fifth Avenue
San Rafael, CA 94901
Dear Mr. Nordhoff and Ms. Fleenor:
Thank you for the opportunity to express our interest in assisting you in the recruitment
of the new Assistant City Manager. We believe that you would be very satisfied with the
recruitment experience and service that our firm offers.
With over 50 years of combined experience in executive search, management and local
government, Peckham & McKenney brings a high level of service to the industry. We
offer this service to you along with the understanding that the selection of the new
Assistant City Manager is a crucial decision for the City Manager, and we will do
everything within our power to make this recruitment process a positive experience for
everyone involved.
We realize that other recruitment firms offer similar services. We believe there are three
significant factors that differentiate us from our competition.
1) Quality We limit the number of search assignments that we take on at any one
point in time allowing us to provide the quality, personal attention that you deserve.
This way, neither our clients nor our candidates ever feel "lost in the shuffle." We are
only interested in assignments where everyone involved is completely satisfied with
the process and the results. We are currently in an excellent position to focus on this
recruitment. Having just placed a number of individuals with client agencies, we
currently have seven active recruitments, two of which are in the final stages. These
include City Manager searches for Pleasant Hill and Milpitas; Assistant City
Administrator for Gilroy; Santa Monica Police Chief; Reno Redevelopment
Administrator; and Ashland, OR, Community Development Director.
Lake Tahoe
1-866-628-3697
Sacramento
1-866-912-1919
Denver
1-866-628-3698
6700 Freeport Boulevard, Suite 203A (916) 391-2233
Sacramento, CA 95822 www.peckhamandmckenney.com Fax (916) 391-2255
2) Personal Aaaroach Rather than "handing off' critical recruitment tasks to junior
staff, we take a very personal approach to each and every recruitment process.
While we have experienced administrative staff, Mr. McKenney and I personally
conduct all key recruitment components, including development of the recruitment
brochure, outreach calls, interviews, and reference checks. This approach allows for
a continuity of process involving the candidates that is unmatched within the industry.
3) Customized Search Although every recruitment process has similar elements, we
believe each and every client is unique unto itself. We have recently completed an
Assistant City Manager recruitment for the City of Hayward. In addition, we are
currently recruiting for the Assistant City Administrator position with the City of Gilroy.
The City of San Rafael has its own culture, values, and purpose. We respect this and
take the time necessary to become totally familiar with the City's unique qualities.
This allows us to screen candidates accordingly and present only those candidates
that truly meet your particular requirements. While we have access to a database of
potential candidates, all of our search efforts will be tailored to meet your needs.
With all of the above having been said, we believe that our combination of experience,
industry contacts, process, and proven personal involvement make us uniquely qualified
to assist you. If given the opportunity, we look forward to personally meeting with you to
present our qualifications and ensure a good fit as your Recruiter. Please feel free to call
us toll-free at (866) 912-1919.
Sincerely,
Bobbi C. Peckham Phil McKenney
Attachment
TABLE OF CONTENTS
INTRODUCTION
Bobbi C. Peckham
Phil McKenney
THE SEARCH PROCESS
Professional Fee and Expenses
Insurance
Placement Guarantee
PR03ECT SCHEDULE
CLIENT REFERENCES
I
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5
C -I
RECENT CLIENTS AND EXECUTIVE SEARCHES 7
INTRODUCTION
Peckham & McKenney provides Executive Search and Consulting services to local
government agencies throughout the Western United States and is headquartered in
Sacramento, CA, with an office in Lake Tahoe. The firm was established as a partnership
in June 2004 by Bobbi Peckham and Phil McKenney and is supported by an experienced
administrative staff.
Peckham & McKenney was established on the premise that an executive search and
consulting firm must be dedicated to providing its clients and candidates with professional
service, as well as a personal, hands-on approach. Our business philosophy centers
upon the understanding that this is a "people" related industry and that attention to
others' needs is the key to providing effective customer service. Not only are we
committed to providing our clients with well-qualified candidates, but we also take pride in
treating both our clients and candidates with utmost respect. This commitment has lead
to multi-year retainer agreements with a number of agencies, as well as numerous client
and candidate testimonials to their experiences with us. We invite you to visit our web
site at www.PeckhamAndMcKennev.com.
At Peckham & McKenney, we are committed to local government and sensitive to the
challenges and issues faced by our clients. As such, we participate in ICMA's Friends of
the Profession Program and provide significant support, time, and assistance to the Cal-
ICMA Preparing the Next Generation Committee.
Bobbi C. Peckham
Bobbi Peckham is one of the West Coast's leading local government recruiters and has
over 23 years of experience in local government and executive recruitment. Ms.
Peckham began her career in the public sector in Naperville, Illinois, where she became
familiar with all aspects of local government. Ms. Peckham was then recruited to join
the Executive Search practice of a leading California recruitment firm. Later, she played
an integral role in creating a national search business for what became the largest
recruitment practice serving local government in the country. Here, she became
Regional Director overseeing Northern California and a nine -state region.
In 2001, Ms. Peckham was invited to implement a public sector search practice for a
Sacramento -based, private sector firm. With its significant success and her outstanding
track record on local government placements, she then chose to form her own search
firm in partnership with Phil McKenney. Ms. Peckham has personally conducted
hundreds of national searches throughout the Western United States. She has
extensive experience working with City Councils, Executive Boards, and local
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government administrators, listening to and understanding their needs in executive
level placements.
Ms. Peckham received a Bachelor of Science degree in Organizational Behavior from the
University of San Francisco. She is a contributing member of the International
City/County Management Association, Cal-ICMA, International Public Management
Association, Municipal Management Association of Southern California, and Municipal
Management Association of Northern California. Ms. Peckham serves on the ICMA's
National Task Force on Job Hunting Resources as well as the Cal-ICMA Committee on
Preparing the Next Generation.
Phil McKennev
Phil McKenney has over 30 years' management experience and is very familiar with
local government agencies, having led a county organization and having worked with
numerous city governments and special districts.
Mr. McKenney began his career in the resort and hospitality industry and served as
General Manager for Mattakesett Properties on the island of Martha's Vineyard. He
then relocated to Keystone Resort in Colorado, which is now acknowledged as a
premiere all -season resort with special recognition for its level of guest services. Mr.
McKenney later took over the helm of the Summit County Chamber of Commerce as
their Executive Director. This hybrid -Chamber was the only countywide organization
responsible for marketing all of Summit County, Colorado, home to Breckenridge,
Keystone, and Copper Mountain resorts. Through his leadership and collaborative style,
and working with the cities and county within Summit County, he led the Chamber to
being a readily recognized and well-respected organization within Colorado and the
Western United States.
Mr. McKenney was then selected by Placer County, California to lead the merger of the
North Lake Tahoe Chamber of Commerce and the North Tahoe Visitors and Convention
Bureau into the North Lake Tahoe Resort Association. As Executive Director of this new
county organization, he represented the Tourism industry for all of North Lake Tahoe.
The Resort Association is now a proactive, nationally recognized organization whose
model of governance is being replicated in numerous resort communities across the
western United States.
Mr. McKenney joined Ms. Peckham in executive recruitment in January 2003 and has
since conducted many national recruitments such as the Town Manager, Town of Vail;
Human Resources Director, Jefferson County, Colorado; Fire Chief, City of West Covina;
City Clerk and General Services Director, City of San Jose; Parks & Community Services
Director, City of West Sacramento; General Manager, Public Agency Risk Sharing
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Authority of California; General Manager, North Tahoe Public Utility District; Deputy City
Manager, City of Arvada, CO; and City Manager, City of Greeley, CO.
Mr. McKenney has an undergraduate degree in Recreation from Slippery Rock State
College as well as a Master of Business Administration from the University of Denver.
THE SEARCH PROCESS
While it is our intent to customize the search and project schedule to fit the City of San
Rafael's specific needs, the search process typically includes the following key actions:
■ Proiect Orctanization — This phase provides for the development of a detailed
Candidate Profile. We will meet individually with the City Manager, as well as others
you identify, to discuss the issues and challenges facing the City of San Rafael. The
desired background and experience, leadership style and personality traits, skills and
abilities will be discussed. We will also discuss expected parameters of the search, the
search timeline, and schedule future meeting dates. Typically, we devote significant
time to this phase of the recruitment in order to become fully knowledgeable of the
organization and community. We encourage our clients to allow us to meet with staff,
the executive management team, Council and Commission members, and residents,
as necessary.
■ Recruitment — Our recruiting efforts will focus on direct and aggressive recruiting of
individuals within the search parameters established during the Project Organization
phase. We believe direct recruiting produces the most qualified candidates. We know
how to identify the "hidden" candidates, including those passive candidates who may
be resistant to considering an employment change. In addition, an attractive brochure
will be prepared to market the organization and position to potential candidates.
Advertisements will be placed in industry publications and websites, and our firm will
assume responsibility for presenting your opportunity in an accurate and professional
manner. All resumes received will be promptly acknowledged, and we will personally
respond to all inquiries.
■ Preliminary Interviews/ Recommendation — As resumes are received,
supplemental questionnaires will be sent to candidates who appear to meet the
candidate profile. Following the filing deadline and a thorough review of the resumes
and questionnaires received, we will conduct preliminary interviews with those
individuals most closely matching the candidate profile. Preliminary reference checks
will be conducted and a written recommendation of finalists will be personally
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presented to the City Manager. Once the City Manager has selected finalists for
further consideration, all candidates will be notified of their status.
■ Final Interviews/Selection — During this phase, finalists will be interviewed by the
City. We will provide both advice and facilitation assistance during the final interview
process. Interview materials, including suggested interview questions, evaluation and
ranking sheets will be provided for the City's convenience.
■ Oualification — Once the final candidate has been selected, our firm will verify, at
your discretion, professional work experience, educational histories, criminal, civil,
credit, motor vehicle records, and second "tier" references. This comprehensive
process ensures that only the most thoroughly screened candidate is hired. In
addition, negotiation assistance will be provided.
Professional Fee and Expenses
The professional fee for the recruitment of the Assistant City Manager is $17,000. One-
third of this fee is due as a retainer upon execution of the agreement. The remainder of
the fee will be divided and billed in two separate, monthly invoices.
The proposed project and professional fee includes three meetings with the City of San
Rafael; the first to develop the Candidate Profile, the second to recommend finalists, and
the third to facilitate finalist interviews. Requested additional meetings will be negotiated
and billed accordingly.
The City of San Rafael will also be responsible for reimbursement of expenses, which are
estimated to be from $6,500 to no more than $8,000. Expenses will be pre -approved and
will be billed back at cost. Expenses include out-of-pocket costs associated with
advertising, printing, consultant travel, clerical, background checks, telephone, supplies
and postage.
Insurance
Peckham & McKenney carries Professional Liability Insurance ($1,000,000 limit) and
Commercial General Liability Insurance ($1,000,000 General Liability, $2,000,000
General Aggregate, $1,000,000 Personal Injury and $2,000,000 Products).
Placement Guarantee
Peckham & McKenney agrees to guarantee this placement for a period of one year from
date of hire. In the event a candidate recruited and recommended by our firm leaves
your employment or is dismissed for cause during this period, we agree to provide a
one-time replacement at no additional charge, except expenses.
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PROJECT SCHEDULE
This sample schedule anticipates a 14 -week process. In today's competitive recruiting
environment, our goal is to make the process as efficient and effective as possible.
ACTIVITY
TIME FRAME
I. Project Organization (Two Weeks)
• Kick -Off Meeting to discuss Candidate Profile and formalize project schedule
• Finalize Candidate Profile with City of San Rafael
• Develop advertising and recruiting plan
• Prepare marketing brochure
II. Recruitment (Six Weeks)
• Identify/recruit individuals within the parameters of the Candidate Profile
• Advertise, network, and electronically post in appropriate venues
• Respond to all inquiries and acknowledge all resumes received
III. Preliminary Interviews/Recommendation
(Three Weeks)
• Review candidates' resumes and supplemental questionnaires
• Conduct preliminary interviews with leading candidates
• Conduct first-tier reference checks
• Present written recommendation of finalists to City Manager
• Notify all candidates of search status
IV. Final Interviews/Selection (Two Weeks)
• Design process and facilitate finalist interviews with City
• City Manager selects candidate
V. Qualification (One Week)
• Conduct background checks and second "tier" references
• City conducts site visit to community of selected candidate
• Negotiation assistance, as necessary.
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CLIENT REFERENCES
Please feel free to contact any of the following current and recent clients to inquire about
their experience with Bobbi Peckham and Phil McKenney. In addition, we would be
pleased to furnish the client contact and phone numbers for any past clients listed in the
Attachment.
City of Gilroy, CA — Assistant City Administrator (current search)
and Fire Chief
Jay Baksa, City Administrator, or LeeAnn McPhillips, Human Resources Director
(408) 846-0400; leeann.mcphillips(aci.ailrov.ca.us
City of Hayward, CA — Assistant City Manager (recently completed)
as well as multiple Department Head positions (5) in past year,
including Human Resources Director
Jesus Armas, City Manager, or Holly Brock -Cohn, Human Resources Director
(510) 583-4305; iesusa(ahavward-ca.aov
City of Redwood City, CA — Director of Human Resources
Ed Everett, City Manager
(650) 780-7301; eeverett(5redwood citv.orq
City of San Bruno, CA — Human Resources Director
Connie Jackson, City Manager
(650) 616-7056, ciackson(abci.sanbruno.ca.us
City of Seaside, CA — Personnel Services Manager, Financial Services Manager
Planning Services Manager, and Redevelopment Services Manager
(recently completed)
Ray Corpus, City Manager, or Daphne Hodgson, Deputy City Manager/Administrative Services
(831) 899-6718; dhodason(&ci.seaside.ca.us
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RECENT CLIENTS AND EXECUTIVE SEARCHES
Citv/County Manacier, Citv Attornev, Executive Director and Related
American Water Works Assoc., CA/NV Section
Antioch, City of
Arvada, CO, City of
Ashland, OR, City of
Baldwin Park, City of
Belmont, City of
Big Bear Lake, City of
Big Bear Lake, City of
California Water Pollution Control Association
Calistoga, City of
Delano, City of
East Palo Alto, City of
Gillette, WY, City of
Gilroy, City of
Grand Junction, CO, City of
Greeley, CO, City of
Hayward, City of
Hesperia, City of
Indio, City of
Inglewood, City of
King City, City of
Laramie, WY, City of
Lathrop, City of
Mammoth Lakes, Town of
Milpitas, City of
Monte Vista Water District
Norco, City of
North Lake Tahoe Public Utility District
North Lake Tahoe Resort Association
Orange County Fire Authority
Park City Municipal Corporation, UT
Pleasant Hill, City of
Public Agency Risk Sharing Authority of CA
Redding, City of
Redding, City of
Reno, NV, City of
Sacramento, CA, Crocker Art Museum
San Jose, City of
Solvang, City of
Springfield, OR, City of
Executive Director
City Attorney
Deputy City Manager
City Administrator (2002 and 2005)
Chief Executive Officer
City Manager
City Manager (1995, 2001 and 2006)
General Manager, Dept. of Water & Power
Association Manager
City Manager
City Manager
City Manager
City Administrator
Assistant City Administrator
City Manager
City Manager
Assistant City Manager
City Manager
City Manager
Administrative Officer
City Manager
City Manager
City Manager
Town Manager
City Manager
General Manager
City Manager
General Manager
Executive Director
Assistant Chief, Business Services
City Manager
City Manager
General Manager
City Manager
Assistant City Attorney
Assistant City Manager
Executive Director
Executive Director, Historical Museum
City Manager
Assistant City Manager
Page 7
Steamboat Springs, City of
Steamboat Springs Chamber Resort Assoc., CO
Truckee, Town of
Tulare, City of
Tulare Co. Economic Development Corporation
Vail, CO, Town of
Winters, City of
Yakima Regional Clean Air Authority, WA
County of Yuba, CA
City Manager
Executive Vice President
Town Manager
City Manager
President
Town Manager
City Manager
Executive Director/Air Pollution Contl Officer
County Administrative Officer
Community Development/Planning/Environmental Services
Ashland, OR, City of
Baldwin Park, City of
Belmont, City of
Brookings Economic Development Agency, SD
Corte Madera, Town of
Delano, City of
Delano, City of
Eastern Municipal Water District
Fremont, City of
Grand Junction, CO, City of
Hayward, City of
Hesperia, City of
Jefferson County, CO
Murrieta, City of
Needles, City of
Novato, City of
Novato, City of
Oceanside, City of
Pasadena, City of
Reno, NV, City of
San Bernardino, City of
San Bruno, City of
San Mateo, City of
San Mateo, City of
San Pablo, City of
San Pablo, City of
San Rafael, City of
County of Santa Clara, San Jose, CA
Seaside, City of
Seaside, City of
Washington County, OR
Community Development Director
Community Development Director
Community Development Director
Executive Director
Environmental Services Director
Community Development Director
Economic Development Manager
Director, Development & Customer Services
Deputy Rdvlpmnt Agency Director, Housing
Community Development Director
Community Development Director
Redevelopment Director
Planning & Development Director
Development Services Director
City Planner
Community Development Director
Planning Manager
Economic Development Director
Director of Planning & Permitting
Redevelopment Administrator
Business Development Manager
Community Development Director
Planning Manager
Building Official
Development Services Director
Planning Manager
Community Development Director
Director, Dept. of Planning & Development
Planning Services Manager
Redevelopment Services Manager
Land Development Services Manager
Library Director and Related
Hayward, City of
Mountain View, City of
Oceanside, City of
Orange, City of
Pleasanton, City of
Sacramento Public Library
Torrance, City of
Parks & Recreation
Los Altos, City of
North Clackamas County, OR
Novato, City of
Pleasanton, City of
Pleasanton, City of
Reno, City of
Rialto, City of
Tracy, City of
Vacaville, City of
West Sacramento, City of
Public Works/Ennineerina and Related
Belmont, City of
Belmont, City of
Big Bear Lake, City of
Campbell, City of
Campbell, City of
Carlsbad, City of
Chino Basin Municipal Water District
Delta Diablo Sanitary District
Fremont, City of
Gilroy, City of
Greenfield, City of
Hayward, City of
Jefferson County, Golden, CO
Marin Municipal Water District
Oceanside, City of
Orange County Fire Authority, CA
Orange County Fire Authority, CA
Reno, NV, City of
Sacramento County, CA
San Jose, City of
San Luis Obispo, City of
Santa Paula, City of
Library Director
Library Director
Library Director
City Librarian
Library Services Director
Library Director
Cultural Arts Administrator
Recreation Director
Parks & Recreation Director
Depty Director, Parks Rec. & Comm. Svcs.
Community Services Manager
Director of Parks & Recreation
Director of Parks & Recreation
Parks & Community Services Director
Parks & Community Services Director
Director of Community Services
Parks & Community Services Director
Public Works Director
Senior Civil Engineer
City Engineer
City Engineer
Associate Civil Engineer
Deputy Public Works Director
Manager of Planning & Engineering
Senior Engineer
Manager of Maintenance Operations
Building Field Services Manager
Public Works Director
Director of Public Works
Airport Manager
Environmental Resources Division Manager
Community Services Director
Fleet Manager
Property Manager
Fleet Manager
Associate Civil Engineer
General Services Director
Public Works Director
Public Works Director
Page 9
Citv/County Clerk and Related
Alameda County, CA
Berkeley, City of
Dana Point, City of
Oceanside, City of
Menlo Park, City of
Monterey, City of
Mountain View, City of
Sacramento, City of
San Jose, City of
San Luis Obispo, City of
Santa Cruz, City of
Information Technoloqv
Jefferson County, Golden, CO
San Diego County Water Authority
Human Resources/Personnel
AC Transit District
Azusa, City of
Belmont, City of
Belmont, City of
Brookings, SD, City of
Contra Costa Water District
Delta Diablo Sanitation District
East Bay Regional Park District
Glendale, AZ, City of
Hayward, City of
Jefferson County, CO
Las Vegas Metropolitan Police Department,
Midpeninsula Regional Open Space District
Mountain View, City of
Oceanside, City of
Orange County Fire Authority, CA
Palm Desert, City of
Porterville, City of
Redwood City, CA, City of
San Bruno, City of
Seaside, City of
Southern CA Association of Governments
Torrance, City of
Clerk of the Board
City Clerk
City Clerk
Public Information Officer
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
Information Technology Director
Information Systems Manager
Human Resources Manager
Human Resources Director
Human Resources Director
Personnel Analyst
Director of Human Resources
Human Resources Manager
Personnel Officer
Personnel Director
Personnel Director
Human Resources Director
Human Resources Director (2 searches)
NV Director, Selection & Classification
Administration/Human Resources Director
Director of Employee Services
Personnel Director
Human Resources Director
Human Resources Manager
Administrative Services Manager
Human Resources Director
Human Resources Director
Personnel Services Manager
Human Resources Manager
Risk Manager
Page 10
Finance Director/Controller/Treasurer
Alameda County, CA
Finance Director
Alhambra, City of
Finance Director
American Canyon, City of
Finance Director
Antioch, City of
Finance Director
Arvada, CO, City of
Director of Finance
Azusa, CA, City of
Director of Finance
Brisbane, City of
Finance Director
Burbank, City of
Finance Director
Claremont, City of
Finance Director
Contra Costa Water District
Finance Director
Dublin, City of
Administrative Services Director
East Bay Regional Park District
Controller
Emeryville, City of
Finance Director
Goodwill Industries of San Joaquin Valley
Finance Director/Controller
Gonzales, City of
Finance Director
Hayward, City of
Finance Director
La Quinta, City of
Finance Director
Long Beach, City of
City Treasurer
Marin Municipal Water District
Auditor/Controller
Menlo Park, City of
Financial Services Manager
Milpitas, City of
Finance Director
Modesto, City of
Director of Finance
Monterey, City of
Finance Director
Morgan Hill, City of
Finance Director
Needles, City of
Finance Director
Oakland, City of
Budget Director
Orange County Fire Authority
Assistant Chief, Business Services
Orange County Fire Authority
Financial Services Manager
Orange County Fire Authority
Treasurer (2000 and 2004)
Oxnard, City of
Finance Director
Porterville, City of
Administrative Services Manager
Rancho Cordova, City of
Assistant Finance Director
Reno, NV, City of
Finance Director
Reno, NV, City of
Accounting Manager
San Diego County Water Authority
Investment Analyst
Santa Cruz, City of
Finance Director
Seaside, City of
Financial Services Manager
Union City, City of
Finance Director
Ventura, City of
Treasury Manager
Visalia, City of
Finance Director
Washington County, OR
Finance Director
Western Municipal Water District
Finance Director
Yorba Linda, City of
Finance Director
Page 11
Public Safety/Law Enforcement
Antioch, City of
Baldwin Park, City of
Belmont, City of
Clayton, City of
Gilroy, City of
Livermore, City of
Los Altos, City of
Menlo Park, City of
Milpitas, City of
Modesto, City of
Oceanside, City of
Redondo Beach, City of
Riverton, WY, City of
Santa Monica, City of
West Covina, City of
Police Chief
Police Chief
Police Chief
Police Chief
Fire Chief
Fire Chief
Police Captain
Police Chief
Police Chief
Fire Chief
Police Captain
Communications Manager
Police Chief
Police Chief
Fire Chief
Page 12