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HomeMy WebLinkAboutHR Assistant Library and Recreation Director Recruitment ServicesAGREEMENT FOR PROFESSIONAL SERVICES BY AND BETWEEN THE CITY OF SAN RAFAEL AND CITY MANAGEMENT ADVISORS LLC DBA PECKHAM & MCKENNEY FOR ASSISTANT LIBARARY AND RECREATION DIRECTOR RECRUIMTNET SERVICES This Agreement is made and entered into as of � "� �/ " J,AV;'t (the "Effective Date"), by and between the CITY OF SAN RAFAEL, a chartered California municipal corporation (hereinafter "CITY"), and CITY MANAGEMENT ADVISORS LLC DBA PECKHAM & MCKENNEY, a California Limited Liability Company (hereinafter "CONSULTANT"). CITY and CONSULTANT may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement." RECITALS A. CITY desires to secure professional services more fully described in this Agreement, at Exhibit A, entitled "SCOPE OF SERVICES"; and B. CONSULTANT represents that it, and its subcontractors, if any, have the professional qualifications, expertise, and necessary licenses and desire to provide certain goods and/or required services of the quality and type which meet objectives and requirements of CITY; and C. The Parties have specified herein the terms and conditions under which such services will be provided and paid for. NOW, THEREFORE, the parties hereby agree as follows: AGREEMENT SERVICES TO BE PROVIDED. Except as otherwise may be expressly specified in this Agreement, CONSULTANT shall furnish all technical and professional services, including labor, material, equipment, transportation, supervision and expertise (collectively referred to as "Services") to satisfactorily complete the work required by CITY at its sole risk and expense. Services to be provided to CITY are more fully described in Exhibit A entitled "SCOPE OF SERVICES." CONSULTANT acknowledges that the execution of this Agreement by CITY is predicated upon representations made by CONSULTANT in that certain proposal, dated February 9, 2024 ("Proposal") set forth in Exhibit A, which constitutes the basis for this Agreement. 2. COMPENSATION. In consideration for CONSULTANT's complete performance of Services, CITY shall pay Rev. 08.22 CONSULTANT for all materials provided and services rendered by CONSULTANT a fixed fee, as further described in Exhibit A. in an amount of $26,000. CONSULTANT will bill City for Services provided by CONSULTANT, subject to verification by CITY. CITY will pay CONSULTANT within thirty (30) days of City's receipt of invoice. 3. TERM OF AGREEMENT. Unless otherwise set forth in this Agreement or unless this paragraph is subsequently modified by a written amendment to this Agreement, the term of this Agreement shall begin on the Effective Date of this Agreement and terminate on June 30, 2024. 4. PROJECT COORDINATION. A. CITY'S Project Manager. The Human Resources Director is hereby designated the PROJECT MANAGER for the CITY and said PROJECT MANAGER shall supervise all aspects of the progress and execution of this Agreement. B. CONSULTANT'S Project Director. CONSULTANT shall assign a single PROJECT DIRECTOR to have overall responsibility for the progress and execution of this Agreement for CONSULTANT. Maria Hurtado is hereby designated as the PROJECT DIRECTOR for CONSULTANT. Should circumstances or conditions subsequent to the execution of this Agreement require a substitute PROJECT DIRECTOR, for any reason, the CONSULTANT shall notify the CITY within ten (10) business days of the substitution. 5. 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 CONSULTANT and any and all of CONSULTANT'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. 6. OWNERSHIP OF DOCUMENTS. The written documents and materials prepared by the CONSULTANT 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. 7. INSPECTION AND AUDIT. Upon reasonable notice, CONSULTANT shall make available to CITY, or its agent, for inspection and audit, all documents and materials maintained by CONSULTANT in connection with its performance of its duties under this Agreement. CONSULTANT shall fully cooperate with CITY or its agent in any such audit or inspection. 8. 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. 9. INSURANCE REQUIREMENTS. During the term of this Agreement, and for any time period set forth in Exhibit B, CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY insurance policies with respect to employees and vehicles assigned to the performance of Services under this Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage verifications as defined in Exhibit B. 10. INDEMNIFICATION. A. Except as otherwise provided in subparagraph B of this section, CONSULTANT shall, to the fullest extent permitted by law, indemnify, release, defend with counsel approved by CITY, and hold harmless CITY, its officers, agents, employees and volunteers (collectively, the "City Indemnitees"), from and against any claim, demand, suit, judgment, loss, liability or expense of any kind, including but not limited to attorney's fees, expert fees and all other costs and fees of litigation, (collectively "CLAIMS"), arising out of CONSULTANT'S performance of its obligations or conduct of its operations under this Agreement. The CONSULTANT's obligations apply regardless of whether or not a liability is caused or contributed to by the active or passive negligence of the City Indemnitees. However, to the extent that liability is caused by the active negligence or willful misconduct of the City Indemnitees, the CONSULTANT's indemnification obligation shall be reduced in proportion to the City Indemnitees' share of liability for the active negligence or willful misconduct. In addition, the acceptance or approval of the CONSULTANT's work or work product by the CITY or any of its directors, officers or employees shall not relieve or reduce the CONSULTANT's indemnification obligations. In the event the City Indemnitees are made a party to any action, lawsuit, or other adversarial proceeding arising from CONSULTANT'S performance of or operations under this Agreement, v 08.22 CONSULTANT shall provide a defense to the City Indemnitees or at CITY'S option reimburse the City Indemnitees their costs of defense, including reasonable attorneys' fees, incurred in defense of such claims. B. Where the services to be provided by CONSULTANT under this Agreement are design professional services to be performed by a design professional as that term is defined under Civil Code Section 2782.8, then, to the extent permitted by law including without limitation, Civil Code sections 2782, 2782.6 and 2782.8, CONSULTANT shall indemnify and hold harmless the CITY and its officers, officials, and employees (collectively City Indemnitees) from and against damages, liabilities or costs (including incidental damages, Court costs, reasonable attorney's fees as may be determined by the Court, litigation expenses and fees of expert witnesses incurred in connection therewith and costs of investigation) to the extent they are caused by the negligence, recklessness, or willful misconduct of CONSULTANT, or any subconsultants, or subcontractor or anyone directly or indirectly employed by them, or anyone for whom they are legally liable (collectively Liabilities). Such obligation to hold harmless and indemnify any indemnity shall not apply to the extent that such Liabilities are caused in part by the negligence or willful misconduct of such City Indemnitee. C. The defense and indemnification obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by, the insurance obligations contained in this Agreement, and shall survive the termination or completion of this Agreement for the full period of time allowed by law. 11. NONDISCRIMINATION. CONSULTANT 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. 12. COMPLIANCE WITH ALL LAWS. CONSULTANT 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. CONSULTANT shall perform all services under this Agreement in accordance with these laws, ordinances, codes and regulations. CONSULTANT 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. 13. NO THIRD PARTY BENEFICIARIES. CITY and CONSULTANT do not intend, by any provision of this Agreement, to create in any third party, any benefit or right owed by one parry, under the terms and conditions of this Agreement, to the other parry. 08.22 4 14. 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's Project Manager: Marissa Sanchez, Human Resources Director 1400 Fifth Avenue San Rafael, CA 94901 15. INDEPENDENT CONTRACTOR. To CONSULTANT's Project Director: Maria Hurtado, Executive Recruiter 300 Harding Boulevard, Suite 203D Roseville, CA 95678 For the purposes, and for the duration, of this Agreement, CONSULTANT, its officers, agents and employees shall act in the capacity of an Independent Contractor, and not as employees of the CITY. CONSULTANT and CITY expressly intend and agree that the status of CONSULTANT, its officers, agents and employees be that of an Independent Contractor and not that of an employee of CITY. 16. 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 CONSULTANT 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 CONSULTANT 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. 17. SET-OFF AGAINST DEBTS. CONSULTANT agrees that CITY may deduct from any payment due to CONSULTANT under this Agreement, any monies which CONSULTANT owes CITY under any ordinance, 08.22 5 agreement, contract or resolution for any unpaid taxes, fees, licenses, assessments, unpaid checks or other amounts. 18. 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. 19. COSTS AND ATTORNEY'S FEES. The prevailing parry 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. 20. CITY BUSINESS LICENSE / OTHER TAXES. CONSULTANT shall obtain and maintain during the duration of this Agreement, a CITY business license as required by the San Rafael Municipal Code, and CONSULTANT 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 CONSULTANT has provided CITY with a completed Internal Revenue Service Form W-9 (Request for Taxpayer Identification Number and Certification). 21. SURVIVAL OF TERMS. Any terms of this Agreement that by their nature extend beyond the term (or termination) of this Agreement shall remain in effect until fulfilled and shall apply to both Parties' respective successors and assigns. 22. APPLICABLE LAW. The laws of the State of California shall govern this Agreement. 23. COUNTERPARTS AND ELECTRONIC SIGNATURE. This Agreement may be executed by electronic signature and in any number of counterparts, each of which shall be deemed an original, but all of which together shall constitute one document. Counterpart signature pages may be delivered by telecopier, email or other means of electronic transmission. 08.22 6 [Signatures are on the following page.] v 08.22 IN WITNESS WHEREOF, the parties have executed this Agreement as of the day, month and year first above written. CITY OF SAN RAFAEL: CY HP0 Alilovkh Cri,[i- Ali(—ch :Mar 1. 1— 1 1:09PST! CRISTINE ALILOVICH, City Manager APPROVED AS TO FORM: Office of the City Attorney By: GENEVIEVE COYLE, Assistant City Attorney CONSULTANT: City Management Advisors LLC dba By: 1"`4 Name: Anton Dahlerbruch Title: Managing Partner [If CONSULTANT is a corporation, add signature of second corporate officer] ATTEST: By City Clerk Name: Title: LINDSAY LARA, City Clerk v 08.22 8 EXHIBIT A SCOPE OF SERVICES The Services to be performed for CITY by CONSULTANT under this Agreement are more fully described in CONSULTANT's proposal, which is attached to this Exhibit A. Rev. 08.22 A-1 T MCKENNEY EXECUTIVE SEARCH February 9, 2024 Marissa J. Sanchez, HR Director City of San Rafael 1400 Fifth Ave. San Rafael, CA 94901 Sent via Email: Marissa.Sanchez )citvofsanrafael.ore Dear Marissa, Thank you for the opportunity to express our interest in assisting the City of San Rafael in the recruitment of your next Assistant Director of Library Services. Based on our current and past experience, we are fully prepared to team with you to ensure a successful outcome. ✓ City of Santa Clara, Parks & Recreation Director (2023) ✓ City of Napa, Parks & Recreation Director (2022) ✓ City of Dublin, Director of Parks & Community Services (2022) ✓ City of San Marino, Community Services Director (2021) As a boutique firm that specializes in recruitments for small and medium size communities in California, Peckham & McKenney is known for achieving successful and long-term placements. Among many strong attributes, these are four key reasons municipalities choose us: ✓ We actively and personally search for and find candidates. ✓ We limit the number of concurrent searches in order to directly focus on serving our client. ✓ We prioritize communicating with our client and applicants to keep everyone informed. ✓ Your recruiter is personally and directly responsible for all aspects of the search and your one point of contact. With the importance of this search, I will serve as your Recruiter. The attached proposal includes more detailed information regarding the firm, the search process and timeline, cost of services, example brochures, our guarantee, client references, and Peckham & McKenney staff backgrounds. Our website www.peckhamandmckenney.com and proposal identifies additional recently completed searches. We look forward to the opportunity to work with you. Please feel free to call me at (831) 247-7885 if you have any questions. Sincerely, Maria H rtado, Executive Recruiter Peckham & McKenney maria(ii,peckhaniandnickenney.com City of San Rafael Assistant Director of Library Services Recruitment Proposal February 9, 2024 Peckham & McKenney McKENNEY EXECUTIVE SEARCH EXECUTIVE SEARCH Serving local governments (cities, counties, districts) by conducting recruitments and placing, management and executive leaders that fit the personnel needs and interests of agencies,. MCKENNEY EXECUTIVE SEARCH TABLE OF CONTENTS _WHY CHOOSE US? 1 `All about fit" Peckham & McKenney Our Reputation EXPERIENCE 2 Our Experience YOUR RECRUITMENT TEANI 3 Our Approach Your Executive Recruiter & Team SCOPE OF SERVICES & SEARCH SCHEDULE 5 COST OF SERVICES 7 Fixed All -Inclusive Fee Process of Payment Agreement & Insurance _GUARANTEE. COMMITMENT & DIVERSITY STATEMENT 9 Our Placement Guarantee Our Commitment to You Our Diversity Statement CLIENT REFERENCES 11 ATTACHMENTS (SAMPLE BROCHURES) 12 City of Dublin Parks and Community Services Director City of Napa Parks and Recreation Director Pec,lclium & McKenney, 300 Rurdiop Roulevord, Suite 20.11), Roseville, CA 9>678 MCKENNEY EXECUTIVE SEARCH WHY CHOOSE US? "All about fit" We recognize that every agency and community we serve is unique, and the candidate you ultimately select must 'fit." We take the time to become familiar with your community, organizational culture, and issues and challenges in order to identify and recruit the best candidates for your consideration. Peckham & Mclenney - Peckham & McKenney is a boutique firm that is 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 are the key to providing effective customer service. Peckham & McKenney provides executive search services to local government agencies throughout the western United States and is headquartered in Roseville, California. Under the leadership of Anton "Tony" Dahlerbruch, continuingthe values and principles of the firm's founders Bobbi Peckham and Phil McKenney, Peckham & McKenney has a strong and well -recognized reputation as a leader of successful local government recruitments. The team of Peckham & McKenney's executive recruiters brings numerous decades of experience in local government and executive search to achieving effective placements that align each client's unique needs and interests. We are supported by administrative and research specialists, marketing and design professionals, a web and social media expert, and distribution staff. Since 2004, Peckham & McKenney has conducted more than 650 executive level recruitments in the states of Arizona, California, Colorado, Idaho, Nevada, New Mexico, Oregon, Utah, Washington, and Wyoming. On behalf of cities, counties, and special districts throughout the West, we have successfully placed hundreds of local government professionals including City and County Managers and their Assistants, General Managers, County Chief Administrative Officers, Police and Fire Chiefs, Department Heads, and mid -level Managers. In addition, Peckham & McKenney has plated hundreds of executives and organizational leaders in the areas of public safety (police and fire), community development and planning, economic development, public works and engineering, finance, human resources, city clerk, information technology, library services, parks and recreation, and community services. Our Reputation - Peckham & McKenney is one of the most trusted and respected executive recruitment firms in the country. Time and again, we receive unsolicited compliments from clients and candidates relating to our integrity, high ethics, customer service and centered focus on each individual client. 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. Moreover, we self -impose a limit on the number of searches conducted by each recruiter to bestserve our clients and candidates. This commitment has led to multi -year retainer agreements with a number of agencies, as well as numerous client and candidate testimonials to their experiences with us, which you can find on our website at www.oecl<hamandmckennev.com. PECKHAM MCKENNEY FXECUTNE SEARCH EXPERIENCE Our recruitment team consists solely of retired City Managers, Police Chiefs and Department Heads, and our expert support team; Peckham & McKenney brings more experience to and knowledge of local government and executive search than any other California recruiter. :; ln�'�lllb �� �: � a '1 }fir _,`4r� '� •. With every executive search, your personal Recruiter has the full backing, support and resources of the entire Peckham & McKenney team. Bringing more experience to local government executive search than any other California recruiter, Peckham & McKenney has successfully completed the following related recruitments since 2004: Director of Libra rv/Library Services Beaverton, OR Huntington Beach, CA Palo Alto, CA Sacramento Public Library, CA Parks & Recreation/Community Services Bell, CA Bothell, WA Cosumnes CSD, CA Dublin, CA Hayward Area Recreation & Park District Lafayette, CA Napa, CA Palm Springs, CA Pacifica, CA Palo Alto, CA Pleasanton, CA Roseville, CA San Clemente, CA San Juan Capistrano, CA San Marino, CA San Marino, CA Santa Clara, CA Vacaville, CA West Sacramento, CA Library Director Director of Library Services Library Director Library Director Community Services Director Parks & Recreation Director Administrator Parks/Recreation Director of Parks & Community Services Parks & Maintenance Director Parks, Trails & Recreation Director Parks & Recreation Director Director of Parks & Recreation Director of Parks, Beaches & Recreation Community Services Director Director of Parks & Community Services Parks, Recreation & Libraries Director Director of Parks, Beaches & Recreation Community Services Director Parks & Public Works Director/City Engineer Community Services Director Parks & Recreation Director Community Services Director Parks & Community Services Director Please view our website at littp://www.PeckhamAndMcKenneV.com to see a comprehensive list of all our searches by title and agency. MCKENNEY EXECUTIVE SEARCH YOUR RECRUITMENT TEAM With every Peckham & McKenney recruitment, an Executive Recruiter is assigned to serve as your single point of contact throughout the entire search process and is fully responsible for its success. Every Peckham & McKenney Recruiter is supported by an experienced team of administrative, research, and marketing specialists, and the entire Peckham & McKenney team for backup, support, collaboration, and sourcing. Each Recruiter maintains a strictly limited number of active searches to maintain Peckham & McKenney's commitment to you for a personal, focused and thorough search. Maria Hurtado will serve as your executive recruiter, bringing extensive city management and local government experience as well as a strong and active network with City Managers and Professional Associations representing people of color throughout California. Maria Hurtado, Executive Recruiter Ms. Hurtado joined Peckham & McKenney in 2021 and brings both non-profit and local government sector experience. For over 14 years, Ms. Hurtado served as Assistant City Manager for the cities of Hayward, Oxnard and Tracy, CA. During her tenure with the City of Tracy, she also completed two 6-month Interim City Manager appointments where she was responsible for Council and Community Relations and department operations. Ms. Hurtado has also served in other Executive Level positions, including as Director of Parks & Recreation Services, for the City of Tracy, Deputy Director of Parks & Neighborhood Services for the City of San Jose, and during her tenure with the City of Watsonville, served as Assistant Director for Parks and Community Services and Assistant Director for Redevelopment and Housing. Ms. Hurtado began her professional career in the non-profit sector prior to moving into local government, serving as the Executive Director of Fenix Services, an alcohol and drug counseling agency, which included a women's residential treatment facility, a drug and alcohol counseling center, and an anti -gang after -school youth program. Active in the local government profession throughout her career, Ms. Hurtado was Vice President on the ICMA Board of Directors for three years, represented the West Coast Region. In 2016, she served as the ICMA 102nd Conference Planning Committee Co -Chair for the ICMA conference held in Kansas City. She received the MMANC West McClure Outstanding Assistant Award in 2012 and the League of California Cities Assistant City Manager of the Year award in 2018. Currently, Ms. Hurtado is a member of the Mam MCKENNEY EXECUTIVE SEARCH Municipal Management Association of Northern California (MMANC) and the Local Government Hispanic Network. Ms. Hurtado received her Master's degree in Social Work from San Jose State University, her Bachelor of Arts degree in Sociology from the University of California in Santa Cruz and is a graduate of the Harvard Kennedy School Senior Executives in State and Local Government Certificate program in Cambridge, Massachusetts. Ms. Hurtado is currently conducting recruitments for the Finance Director positions for the City of Martinez and the City of Albany, the Senior Traffic Engineer for the City of Napa, and the Public Works Director for the City of Berkeley. In addition, Ms. Hurtado is supported by Peckham & McKenney's highly experienced support team: Joyce Johnson, Operations Manager Joyce Johnson joined Peckham & McKenney in 2005 and serves as the firm's Operations Manager. She has over 30 years' experience in the field of administrative and executive support for all aspects of the executive recruitment process. She oversees internal administration of the firm as well as directing contract administrative support in the areas of advertising and design, web posting, and duplication and mailing services. Prior to joining Peckham & McKenney, Ms. Johnson oversaw internal administration in the Western Region headquarters of two national management consulting and executive recruitment firms. Ms. Johnson is complimented regularly on her strong customer orientation working with both clients and candidates alike. Ms. Johnson holds an Associate of Arts degree from American River College. Tayler Bergstrom, Research Associate Tayler Bergstrom joined Peckham & McKenney in 2022 and currently serves as a Research Associate. Tayler is currently pursuing a PhD at UCLA where she worked previously as a lab manager overseeing various research projects. Prior to that, Tayler graduated from UC San Diego with a Bachelor of Science degree in Psychology. Linda Pucilowski, Graphic Designer With nearly 30 years of experience, Linda Pucilowski provides her expert design and marketing skills to Peckham & McKenney. She is the firm's "go -to" professional for all advertising and brochure design and creation. Ms. Pucilowski holds a Bachelor's degree from California State University, Sacramento. Rachel Moran, Website & Social Media Assistant Rachel Moran has been in the graphic design field since 2007 and prides herself on creating eye-catching visual art. She supports the Peckham & McKenney team by handling all website visual and technical design as well as social media. Ms. Moran graduated from the Art Institute of Houston obtaining her Bachelor's Degree in Fine Arts with a concentration in Graphic Design. MCKENNEY EXFCUTIVE SEARCH SCOPE OF SERVICES & SEARCH SCHEDULE A standard search process takes approximately 14-weeks to conduct, and the candidates would most likely begin employment with the agency four weeks later (estimated 18-weeks in total or approximately four- to five -months). While we will customize the search and project schedule to fit the specific interests and needs of the City, the search process typically includes the following steps: Proiect Organization (Pre -Recruitment) — We will meet to discuss the search timeline, process and logistics for conducting a successful search. Development of Candidate Profile (2 Weeks/Virtual Meeting #1) — We will meet with City representative(s) to listen to specific expectations of the position; learn the background and experiences desired in the ideal candidate; and understand the organizational culture and interest to create an attractive Candidate Profile marketing brochure. Recruitment (5 Weeks) — Our main focus in outreach will be direct, personal contact with quality potential candidates. Additionally, ads will be placed in industry publications and social media to broadly market the opportunity. Our client agency is continuously updated on our progress. Preliminary Interviews (2 Weeks) — Upon our review of the resumes received, supplementary questionnaires will be sent to candidates who appear in most alignment with the Candidate Profile. Following a thorough review of the supplemental questionnaires, we will conduct preliminary telephone interviews. Internet research will also be conducted so that we may probe the candidate regarding any areas of concern. Recommendation of Candidates/Selection of Finalists (2 Weeks/Virtual Meeting #2) —A candidate packet will be provided to the agency that includes, among a variety of documents, a full listing of all candidates for review and the materials submitted by candidates recommended for an interview. Panel Interview Process 2 Weeks Virtual Meeting #3 —Your recruiter will facilitate the interview process, inclusive of an orientation session at the beginning, and a discussion of candidates at the end. Qualification (1 Week) — Once a finalist is selected, a reference check and background check will be conducted. Assistance with negotiating compensation will also be provided. MCKENNEY EX-11r1 SCOPE OF SERVICES & SEARCH SCHEDULE LCONT-) In today's competitive recruiting environment, our goal is to make the process as efficient and effective as possible. This scope of work and sample search schedule reflects a 12-week recruitment process, based on the City's desire to expedite the recruitment. Proposed Time Frame ScheduleActivity Project Organization ✓ Conference call to discuss Search Timeline, Process and Logistics Pre -Recruitment Development of Candidate Profile ✓ Virtual Meeting #1 w/Client to discuss Candidate Profile ✓ Listen to Specific Expectations of Position Feb.19 — Mar. 4, ✓ Learn Background and Experiences desired in Ideal Candidate 2024 Two Weeks ✓ Develop Marketing Brochure and Obtain Client Approval ✓ Develop Advertising and Recruiting Plan Recruitment ✓ Recruiter focuses on Direct & Personal Outreach with Quality Potential Candidates ✓ Advertise, Network, and Electronically Post/Distribute Candidate Profile Up to 500Identified Industry Professionals Mar. 4— Apr. 8, 2024 Five Weeks ✓ Post Opportunity on Firm's Website ✓ Respond to all inquiries and acknowledge all Resumes received within 48 hours ✓ Client will be Updated on Outreach Status and Progress Preliminary Interviews ✓ Recruiter Screens Resumes and Conducts Preliminary Internet Research on Candidates for any Areas of Concern Apr. 9 — Apr. 23, 2024 Two Weeks ✓ Identify Leading Candidates and Request Supplemental Questionnaires ✓ Conduct Preliminary Phone Interviews with Leading Candidates Recommendation of Candidates/Selection of Finalist(s) ✓ Provide Client with Recommended Candidates Packet ✓ Virtual Meeting #2 to Provide Overview of Recommended Candidates Apr. 29, 2024 One Week ✓ Client Selects Finalist Candidate(s) for Finalist Interview Process ✓ Recruiter Notifies all Candidates of Status in Recruitment Process Finalist Panel Interview Process ✓ Facilitate Virtual Meeting #3: Panel Interviews .......................................... May 7, 2024 ✓ Panel Interview includes a Panel Orientation and a Panel Debrief with Library Director and Panel Members ✓ Assist Client throughout Process and Provide Recommendations One Week ✓ Client Selects the Leading 2-3 Finalists to bring back for In -Person Interview ✓ The Director Conducts In -Person Interview w/Finalist(s) ........... May 8, 2024 Qualification ✓ Conduct Background and Reference Checks on Selected Candidate ✓ Provide Employment Agreement Negotiation Assistance, if desired by By May 17, 2024 One Week Client At the conclusion of the process, we kindly request that any written public announcement/press release of the appointment attribute the recruitment to Peckham & McKenney Executive Search. Mai sa Sanchez Marissa Sanchez (Feb 15. 2024 15:03 PST) 15/02/2024 COST OF SERVICES MCKENNEY Our fee to conduct the search process for your next Assistant Director of Library Services is $26,000. Peckham & McKenney is unique among recruiting firms for several reasons including having a l ied ill - inclusive fee. Over years of experience, we have found that an all-inclusive fee is simpler, cost-effective, and efficient. Our all-inclusive fee includes professional fees and expenses (out-of-pocket costs associated with advertising, consultant travel, administrative support / printing / copying / postage / materials, telephone / technology, partial background checks on recommended candidates, and full background check on selected finalist only). The fee quoted above is for a full recruitment process as described in The Search Process, including 3 days of meetings. The first virtual meeting (1 day) is to develop the Candidate Profile; the second virtual meeting (1 day) is to present recommended candidates; and the third virtual meeting (1 day) is to facilitate panel interviews. If the City requires a different payment schedule, this must be agreed upon within the contract. *If the City hires an additional candidate from among those recommended for another position within one year of the close of the recruitment, a fee of $5,000 will be charged to the City. Process of Payment Due invoice Services Work) (ScopePayments • Virtual Meeting #1: Kick-off Meeting to Discuss Candidate As a Profile, Listen to Specific Expectations of Position, Learn Retainer to Background and Experiences desired in Ideal Candidate Upon Cover Candidate Profile Development First 1/3 of . Develop Marketing Brochure and Obtain Client Approval Payment Execution Upfront and Develop Advertising and Recruiting Plan of Contract Necessary . Ad Placements, Post on Firm's Website, Social Media Outlets Expenses e Electronically Post/Distribute Candidate Profile Up to 500 Incurred Identified Industry Professionals a Network & Personal Outreach Respond to all inquiries and acknowledge all Resumes received within 48 hours 60 Days Invoiced 30 • Client Updates on Outreach Status and Progress Second after Days from . Screen Resumes 1/3 of . Conducts Preliminary Internet Research on Top Candidates Payment Contract Contract Identify Leading Candidates and Request Supplemental � g q pp Execution Execution Questionnaires • Conduct Preliminary Interviews with Leading Candidates • Respond to all Candidate inquiries Provide Client with Recommended Candidates Packet t MCKENNEY EXECUTIVE SEARCH Payments Due Invoice Services (Scope of Work) Continued... 60 Days Invoiced 30 Virtual Meeting #2 to Provide Overview of Recommended Second after Days from Candidates 1/3 of Contract Contract Client Selects Finalist Candidate(s) for Finalist Interview Process Payment Notify all Candidates of Status in Recruitment Process Execution Execution • Virtual Meetine ##3 to Facilitate Panel Interviews • Provide Orientation Session prior to Interviews and Debrief Session after the Interviews Final 1/3 90 Days Invoiced 60 . Assist Client throughout Process and Provide Recommendations of after Days from • Selection of Leading 2-3 Candidates for Further Consideration Contract Contract • Assist Client with candidate communication for final Interview Payment Execution Execution with Director • Background and Reference Checks, as needed • Provide Employment Agreement Negotiation Assistance, if desired by Client *If the retainer is not received by Peckham & McKenney within 30 days of execution of the agreement, P&M will suspend the recruitment process until payment is received. Agreement Peckham & McKenney is the operating name of City Management Advisors LLC, Anton Dahlerbruch, Managing Member.' Insurance City Management Advisors doing business as Peckham & McKenney carries Professional Liability Insurance ($1,000,000 limit), Commercial General Liability Insurance ($2,000,000 General Liability, and $4,000,000 Products) and Automobile Liability Insurance ($1,000,000). Our Insurance Broker is B&B Premier Insurance Solutions, Agoura Hills, CA. Necessary insurance documentation will be provided to the City in a timely manner. MCKENNEY GUARANTEE, COMMITMENT AND DIVERSITY STATEMENT OUR PLACEMENT GUARANTTEE We are pleased to share that the Peckham & McKenney success and placement record are particularly strong. We are confident that our recruitment process will result in a quality candidate that will stay in your employment. ✓ We will connect with you and our placement in 6 months after the appointment, to check -in. ✓ If the placement vacates the position within 1 year from the date of accepting the offer, we agree to conduct a second search within 6 months of the vacancy, at no charge. ✓ ** We will conduct a second search within 6 months of our search process, if a candidate is not placed. **It is unusual that we are unsuccessful in providing a placement or that the placement vacates the position within a year. However, in the unlikely event that no qualified candidates are identified as a result of the search efforts. and it is mutuallv aereed upon that the result is due to the search effort and/or process, we will extend the search for a second time for expenses only ($7,200). ** If qualified applicants are not selected, a second search will be conducted forthe discounted fixed fee of $16,500. OUR COMMITMENT TO YOU Time and again, we receive unsolicited comments from client and candidates relating to our integrity and high ethics. ✓ We believe in honesty. No client should ever appoint an individual without being fully knowledgeable of the candidate's complete background and history. Additionally, no candidate should ever enter into a new career opportunity without full disclosure of any organizational "issues". ✓ We keep everyone involved in the recruitment process informed. Not only do we provide regular updates to our clients, we also have a reputation for keeping our candidates up to date. ✓ We do not recruit staff from our client agencies for another recruitment during an active engagement nor do we "parallel process" a candidate. ✓ We do not recruit our placements — ever. Should a placement of ours have an interest in a position for which we are recruiting, they may choose to apply. If they become a finalist, we ask that they speak to their supervisor to alert them of their intent. MCKENNEY ✓ We are retained only by client agencies an only serve cities, counties and special districts. ✓ We do not over commit ourselves to too many searches. Your recruiter maintains a small, limited number of concurrent searches at all times in order to focus specifically and diligently on recruiting qualified candidates for your vacancy. ✓ We commit to diversity in its broadest possible definition in every aspect of each executive recruitment. OUR DIVERSITY STATEMENT Peckham & McKenney is committed to diversity in its broadest possible definition in every aspect of each executive recruitment our firm provides. We take pride in the placement of women and applicants of diversity and are known for long successful tenures of candidates selected by the agency. Peckham & McKenney does not discriminate on the basis of race, color, religion, creed, sex/gender, national origin/ancestry, disability, pregnancy, sexual orientation (including transgender status), marriage or family status, military status, or age. We are fully compliant with all applicable federal and state employment laws and regulations in all of our recruitments. For over 30 years, founder Bobbi Peckham has been a champion of women seeking executive leadership positions within local government. Through leadership positions in organizations, as a speaker at conferences, and in professional roles in city management, other members of our recruitment team additionally have a history of promoting diversity in local government positions. With our diverse team of Recruiters, Peckham & McKenney goes to great lengths to support, promote and advocate for diversity in the recruitment and hiring processes. In addition to all other outreach methods, Peckham & McKenney routinely advertises with the National Forum of Black Public -__- Administrators (NFBPA), Local Government Hispanic Network (LGHN) and CivicPRlDE as well as the National Diversity Network, to ensure placement of your opportunity with the following online venues: ✓ African American Job Network ✓ Asian Job Network ✓ Disability Job Network ✓ Latino Job Network ✓ LGBT Job Network ✓ Retirement Job Network ✓ Veteran Job Network ✓ Women's Job Network WKENNEY EXECUTIVE SEARCH CLIENT REFERENCES Please feel free to contact any of the following current and recent clients to inquire about their experience with Peckham & McKenney and Executive Recruiter Maria Hurtado. In addition, we would be pleased to furnish the client contact and phone numbers for any past clients listed in this proposal. City of San Pablo, CA — Finance Director (2021), City Attorney (2022) & � N PW Director (2022) ✓ Matt Rodriguez, City Manager or ✓ Charles Ching, Assistant City Manager, ✓ (707) 386-8067; charlesc@sanpabloca.Fov ✓ mattr@sanpabloca.gov City of El Cerrito, CA — Finance Director (2022) {j ✓ Karen Pinkos, City Manager or ( } ✓ Alexandra (Alex) Orologas, Assistant City Manager EL CERRITO ✓ 510) 215-4302 ✓ aoroIogas@ci.el-cerrito.ca.us ✓ kpinkos@ci.el-cerrito.ca.us Napa County, County Counsel (2022) ✓ Christina Briceno, Director of Human Resources �" ✓ (707) 253-4303; Christine.briceno@countyofnapa.org City of Brentwood, CA — Assistant City Manager (2021) ✓ Tim Ogden, City Manager or ✓ Sukari Beshears, Human Resources Director B LNTWOOD ✓ (925) 864-8212; togden@brentwoodca.gov ""` - ✓ (925) 516-5131; sbeshears@brentwoodca.gov City of Hayward CA — Assistant CitV Manager (2021), Deputy Finance Director 2022 ✓ Kelly McAdoo, City Manager H"WARD ✓ (510) 583-4305; Kelly.mcadoo@hayward-ca.go_v a 7 !1 !! � � .• rosf\�} Z� 'N r'. 1 � � � rl;]. .•"yai�1 arX^�� 7%��! .ca'f7. i�� :"�'a 1 r .: r.•�i i_ ,`! :, t _�r•/ ,13�!Q$( }�cc-... Aaf, � �� � t i _%Y.• •�"'�L• !a� M { ��.r �� .-_=;sue � •'- .� r. � ' ems. • �•• '',� N _ I Imo:_ i �_ ��•• • \ � \\ '" .1111111111111 IIII ', r`•��. _ l is - oil � IIII•••- •-•11111 � � a� c� Iy a, 07 d' Unpi ioltul/1ih11ui9e1 i+uulluuOptlil uuuu���t�lll Illllilll IIII � a? _a IIII I II 1 II 11I _- 1111/1111 11 If � I � I[ (fl......,111 • •� 11111 �I :111 .•.....,, .�.11„lllll l l Ilfll IIII II��,;...i•rOiillf:l/:::.ill 11711 t.. s.. �. F.o.Wall 1 • .IIIIIII�III ..:i"' it7itiiq All .alt It t.. .J . /1 C I � , A _. ___ _ Services Directs THE COMMUNITY The City of Dublin is situated in the East Bay of the San Francisco Bay Area, approximately 35 miles east of San Francisco and 30 miles northeast of the Silicon Valley. Dublin has long been known as the "crossroads" of the Bay Area as it sits at the intersection of two major highways, Interstates 580 and 680 and, along with the Cities of Pleasanton, Livermore, San Ramon, and Danville comprise the region known as the Tri- Valley area. Dublin has emerged as a dynamic, thoughtfully planned community with a population of nearly 73,000 residents. Home to a mix of quality housing, an excellent range of retail and commercial entities, and two pedestrian -oriented transit districts, the City is poised for continued prosperity. Despite the vibrant economic activity, the community also maintains its small-town character and has become increasingly diverse. Dublin's strong business climate, high performing schools, planned neighborhood developments, and award -winning parks and facilities have contributed to a high quality of life for residents and businesses. This led to recognition in 2018 as one of the best places to live in the United States by Money Magazine. Dublin is renowned for its parks and recreation facilities, with 24 neighborhood and community parks and 10 community r. facilities that serve a vast array of resident needs. Residents also enjoy significant open space and a trail system along with a network of regional open space facilities in and around Dublin operated by the East Bay Regional Park District. The Dublin Unified School District offers eight elementary schools, two middle schools, a traditional high school, and one continuation high school in addition to an adult education program. The City also has four private educational options. These amenities along with the City's economic vitality and excellent housing options make Dublin a great community in which to live, work, and play. To learn more about this dynamic city, visit the City of Dublin's website at www.dublin. ca.gov. THE ORGANIZATION The City of Dublin was incorporated as a general law city in 1982 and operates under a Council -Manager form of government. The Mayor is directly elected to a two-year term and four Council members are elected to alternating four-year terms. The Council hires the City Manager and City Attorney and is responsible for confirming commission and committee appointments made by the Mayor. Dublin operates under a two-year Strategic Plan with a biennial budget that includes a Fiscal Year 21-22 General Fund of $85 million with 99 FTE and another 148 seasonal employees. The City consists of the City Manager's Office (including human resources, city clerk/records, information technology, and economic development), the City Attorney, Administrative Services (finance & contracts management), Community Development, Parks and Community Services, and Public Works. The City contracts for Public Safety (County Sherffand County Fire), public works maintenance, and building inspection. THE DEPARTMENT The Parks & Community Services Department manages a budget of $8.3 million and 22.6 FTE's in addition to numerous temporary and seasonal staff. The Department oversees several functional areas, including Administration, Recreation, Heritage and Cultural Arts, and Facilities (i.e. Shannon Community Center, Senior Center, Heritage Park & Museums, The Wave at Emerald Glen Park, and the Stager Community Gym). Departmental Staff also act as a liaison to the Parks and Community Services Commission, the Senior Center Advisory Committee, the Youth Advisory Committee, and the Human Services Commission. The City also boasts a significant open space and trail system for those that walk, run, hike and bike throughout the community. The community parks include amenities such as children's play equipment, sports fields, courts, picnic areas, dog parks, swimming pools, splash pads, bocce ball courts, trails, and large grass areas for informal play or sports activities. Community facilities offer opportunities for event space and adult and youth classes and activities. As the City continues to develop, additional parks and facilities will be built based on the needs of the Dublin community, guided by the Parks and Recreation Master Plan. Park improvements and facilities currently in design or construction are: the Cultural Arts Center, Don Biddle Community Park, Fallon Sports Park (Phase 3), Heritage Park Cemetery Improvements, and Wallis Ranch Community Park. Park projects on the near horizon include Jordan Ranch Neighborhood Square, and the Iron Horse Nature Park and Open Space. THE POSITION Reporting directly to the Assistant City Manager, the Director of Parks & Community Services oversees and manages the department, supported by an Assistant Director, a Heritage & Cultural Arts Manager, a Recreation Manager, as well as personnel serving in analytical, administrative, facility rental, and recreational positions. On the horizon for the new Director are several critical projects, which include: • Opening and ongoing programming of the Cultural Arts Center: The Cultural Arts Center is a 13,000-square-foot space planned for the first floor of Civic Center. The improved facility will offer cultural, educational, and social opportunities for the community including gallery space, a black box theater, multi -purpose art and music classrooms, a dance studio, and restrooms. • Operation of The Wave at Emerald Glen Park for another successful waterpark season. The Wave is a 31,000-square-foot aquatic complex, anchored by an indoor pool for year- round swimming lessons, exercise programs and recreational use, an outdoor sport pool for competitive swimming and water polo, a splash pool, and a waterslide tower with five slides. Other features include picnic areas with shade structures, locker rooms, party rental space, administrative offices, and an outdoor amphitheater with seating for 2,000. Previous experience operating a facility similar to the Recreation and Aquatic Complex will be beneficial. • Enhancing the Department's use of online tools to allow the community to easily enroll in classes and activities, book rental space in parks and facilities, and conduct related transactions. THE IDEAL CANDIDATE The City seeks a polished professional who thrives in a fast -paced environment with a robust focus on delivering results. The ideal candidate will have a proven performance record in managing significant recreational and cultural priorities in a community that values, and expects, a high quality of life. The next Director will be a strategic thinker, a visionary with the ability to execute plans that achieve the City's objectives of developing distinctive programs to bring all segments of the community together. As a result of the candidate's professionalism and expertise, this politically astute individual will exhibit extraordinary leadership skills that quickly gain him/her credibility with a number of stakeholder groups. Customer service and responsiveness are values modeled and promoted by this individual. Innovative, yet pragmatic, the new Director will have the unique ability to elicit insights and information from residents and external agencies representing different interests and perspectives. Recognizing the importance of partnerships, the ideal candidate will encourage and guide collaboration to reach consensus, even when projects generate debate. The successful candidate will immerse themselves in the community to understand the present and future needs of Dublin residents. The ideal candidate will be genuine and caring yet have the fortitude to stand firm and exercise diplomacy. Drawing from relevant experience, both deep and broad, the ideal candidate will be highly proficient in managing departmental responsibilities such as monitoring the budget and overseeing day-to-day operations. This individual will capitalize on the strengths of the Department and lead it to the next level of excellence. An advocate for staff development and inclusive by nature, the Director will inspire employees to seek greater efficiencies and continuously improve the department, earn the trust and respect of the staff through training, mentoring, and holding all, including him/herself, accountable for maintaining high standards and achieving Department goals. The new Director will establish a work environment where employees take pride in their work and enjoy the challenge of enhancing and improving programs valued by the community. An outstanding communicator, the Director will have the reputation of a person who enjoys interacting with an engaged public and works as a team member with colleagues at the City. Adept at developing relationships, the next Director will demonstrate an ability to influence others through well -reasoned explanations, be an exceptional presenter, comfortable speaking before different groups — from Dublin residents at neighborhood gatherings to City Council meetings to workshops involving regional public officials. A combination of education and experience for this position include a Bachelor's degree in Recreation, Human Development or a related field, plus five years of progressively responsible experience, with at least three years in a supervisory capacity. A Master's degree is preferred. THE COMPENSATION The City of Dublin offers an excellent salary and benefits package. 'Ihe salary range for this position is $185,784 to $232,212, annually, DOQ CALPERS RETIREMENT: The city participates in the California Public Employees' Retirement System (Ca1PERS) under a 2.7% @ 55 formula for Classic Members, for single highest year (employee pays their portion plus 7% employer portion). A 2% @ 62 formula applies to New Members, for three-year final average compensation (employee pays their portion plus 3.05% employer portion). HEALTH & WELFARE INSURANCE: Cafeteria -style medical benefits with choice of 10 plans. City pays a maximum of $1,900 per month, adjusted annually M thereafter based on the change in the Ca1PERS Kaiser Family rate but no greater than $100. Dental plan through Delta, with city paying full premium for employee plus all eligible dependents. Vision plan is with VSP Choice. LEAVE PROGRAMS: City provides a General Leave plan in lieu of traditional vacation and sick leave program. Leave accrual of 24 days annually through year five of employment with increasing accruals at every five years thereafter to a maximum accrual rate of 31 days annually after 15 years of service. HOLIDAYS: 14 paid holidays annually which includes two Floating Holidays. ADMINISTRATIVE LEAVE: 64 hours annually granted on July 1 of every year CIVIC LEAVE: 8 hours of Civic Service Leave are available every fiscal year for qualified volunteer service. CAR ALLOWANCE: City offers a $190 monthly allowance. INSURANCE: City offers Term life insurance of $50,000; AD&D of $50,000; and LTD is provided. ADDITIONAL BENEFITS: Additional benefits include Retiree Medical, optional Deferred Compensation programs, educational reimbursement, Flexible Spending and Health Reimbursement Accounts; Short Term Disability, Dependent Care reimbursement, and EAR The City of Dublin is an Equal Opportunity Employer. THE RECRUITMENT PROCESS To apply for this exciting career opportunity, please submit your cover letter and resume (including month/year of employment) via our website: Peckham & McKenney www.peckhamandmckenney.com Please do not hesitate to contact Maria Hurtado toll -free at (866) 912-1919, by cell at (831) 247-7885 or via email at maria@peckhamandmckenney.com, if you have any questions regarding this position or recruitment process. PECKHAM NNW MCKE NNEY EXECUTIVE SEARCH www.peckhamandmcken neycom - r + i i• • .1f • • • • . . . . . . . . • . . . . . . . • • PECKr/.HAM THE COMMUNITY Napa is the largest city and the county seat of Napa County and a principal city of Wine Country in Northern California. Located in the North Bay region of the Bay area, the city has a population of 77,480. The City is celebrating its 150th Birthday in 2022. Founded in 1847, Napa is a place with a colorful past — a jumping off point for 49ers bound for the gold rush, birthplace of famous leather, and neighbor to some of the most prestigious vineyards in the world. Today Napa is a vibrant and modern town with a respect for its past. Minutes from quality and diverse neighborhoods are vibrant business corridors, top-notch food and wine amenities, and many other cultural features, including the popular Main Street "Restaurant Row," the West End and the Oxbow District. The city's award -winning "living river" flood protection project is more than halfway to completion, making Napa safer while enhancing the ecosystem and providing a high -quality recreational area in the Oxbow Commons. Napa is a city with a low crime rate, a high standard of living, clean air and nearly perfect weather. For the past 30 to 40 years, the City of Napa has been in transition. The City that was once known for its tanneries, prune processing and State hospital is now more 7 known for its hospitality, fine food, and luxury hotels. While yesterday's jobs came largely in heavy industrial pursuits at Kaiser Steel, Basalt Rock, Napa Pipe and Mare Island Shipyard, today the economy is increasingly based on tourism. Its economy's unique and diverse combination in agriculture, production and retail; world-renowned hospitality offerings; and proximity to the core of the Bay Area — a major global innovation center — makes Napa a city unlike any other in the world. THE ORGANIZATION The City of Napa is a full -service city and has 11 departments, including the City Manager's Office, Human Resources, Finance, Parks and Recreation Services, Community Development, City Clerk's Office, City Attorney's Office, Public Works, Utilities, Police and Fire services. The FY 21/22 adopted budget totals $261.3 million, $101.3 Million of which is General Fund. The budget reflects the six priorities established by the City Council: (1) Efficient and Stable Organization, (2) Streets, Sidewalks, and Infrastructure, (3) Where We Live - Housing and Neighborhoods, (4) Enhanced Vitality and Economic Development, (5) Community Focused Services, and (6) Diversity, Equity, and Inclusion. The Napa City Council consists of five members, including the Mayor and four Councilmembers. The Mayor and each Councilmember are elected to four-year terms. The Vice Mayor is appointed annually by the Mayor and City Council. On November 3, 2020, the City of Napa held its first district -based election for Councilmembers and an at -large Mayor. In addition to appointing the City Manager, City Attorney, and City Clerk, the City Council is also responsible for appointing members of City Commissions, Committees, and Boards. For more information on the City of Napa organization, please visit the website at www.cityofnapa.org THE DEPARTMENT The Parks and Recreation Services Department provides quality services to the community by offering recreational opportunities in a variety of forms, including enrichment classes, day camps, swimming lessons, sports programs, free community events, and by providing free access to parks, trails, downtown plazas and open spaces. The Department is responsible for maintenance and care of all City parks, trails and open spaces as well as the Urban Forestry program that includes management of both public and private trees. The department also maintains recreational facilities in parks and landscaping in the downtown. Other responsibilities include the maintenance of public rights -of -way and landscaping in specific neighborhoods identified by assessment districts. The four key program focus areas within the department include the Parks, Recreation, Special Events, and the Urban Forestry programs. The Parks program is responsible for the planning, operations and maintenance of over 820 acres of parks, trails and open space areas that contribute to enhanced vitality for the community. The Recreation program includes aquatic programs, day camps, youth and adult sports, senior services, preschool programs, enrichment classes, community facility rentals, and community events. The Special Events program provides opportunities for the community to experience many different activities through partnerships with other community groups, non -profits, and the Downtown Association. The collaboration includes City -sponsored events at Veterans Park, co -sponsored events, and privately produced events using City parks and facilities. The Urban Forestry program provides quality services to the community by managing the community urban forest, maintaining trees in the public rights -of -way, in parks and on private property. The department has accomplished significant projects over the past few years and has identified key initiatives for this coming year. Key Initiatives for Fiscal Year 2022/23: • Develop a comprehensive Maintenance Master Plan using park condition assessment data • Operationalize the City's Asset Management System into the daily work of the department and provide reporting on maintenance effort and deficiencies. • Renovate Kennedy Park pathways • Inventory Urban Forest and develop an Urban Forestry Maintenance and Master Plan • Continue reinstating Special Events co-sponsorship opportunities post - Pandemic THE IDEAL CANDIDATE Reporting directly to the Assistant City Manager, the Director of Parks & Recreation Services oversees and manages the department, supported by a Recreation Manager, a Parks & Urban Forestry Manager, and a Management Analyst, for a total of 43 FTE's in the department. The City seeks a local government professional who brings both recreation and maintenance experience to the department. The next Director will be joining a collaborative and caring department staff who have a strong commitment to high quality service delivery. This individual will capitalize on the strengths of the Department and lead it to the next level of excellence. The new Director will establish a work environment where employees take pride in their work and enjoy the challenge of enhancing and improving programs valued by the community. An advocate for staff development and inclusive by nature, the Director will inspire employees to seek greater efficiencies and continuously improve the department, earn the trust and respect of the staff through training, mentoring, and encouraging innovation and input, as the department maintains high standards in achieving Department goals. The ideal candidate will exhibit political acumen and the ability to work collaboratively with labor, City staff and bring a spirit of collaboration to the Executive Team. Drawing from relevant experience, both deep and broad, the ideal candidate will be highly proficient in managing departmental responsibilities such as developing and monitoring the budget, overseeing day-to-day operations and capital projects, and recreation and maintenance. The next Director will have the opportunity to work collaboratively on emerging community issues, such as homelessness, and will bring innovation to the departments' efforts to rebuild special events and re -imagine how recreational programs are delivered in a post -pandemic era. The successful candidate will have the unique ability to collaborate with the school district, to leverage and lead opportunities to repurpose some of the school district assets, such a gymnasiums and swimming pools, for the greater community's use. Experience working with Boards and Commissions will be beneficial as the department is involved with various commissions including the Parks and Trees Commission and the Napa Parks and Recreation Foundation. A combination of education and experience for this position includes increasingly responsible administrative experience in parks and recreation and/or community services program management and a Bachelor's degree with major work in Public Administration, Recreation Administration or a related field. A Master's Degree in Public Administration, Recreation Administration, Park Management or related field is desirable. C01\/IPENSATION AND BENEFITS The salary range for this outstanding opportunity is $161,249 - $194,819. Placement within this range dependent upon qualifications. In addition, the City offers an attractive benefits package, including: RETIREMENT: The City participates in the California Public Employees' Retirement System (CalPERS) with a 2% at 60 formula for Classic members coming from reciprocal agencies, and 2% at 62 for new members. DEFERRED COMPENSATION: The City participates in 457 & 401(a); Employees can voluntarily enroll for 457. For the 401(a) option, the City contributes $322 per month with a monthly employee contribution of $300. MEDICAL INSURANCE: The City contributes $675 monthly for employee only, $1.350 monthly for 2-party and $1,795 monthly for Family coverage. The City has a choice of 2 HMO plans a Deductible HMO and 2 High Deductible Health Plans offered by Kaiser and Western Health Advantage. The employee contribution is zero for all plans except the Kaiser HMO, which is $100.06 monthly for employee only, $200.10 monthly for 2-party and S266.62 monthly for family. HEALTH IN -LIEU OPTION: Employees may waive City coverage and opt for health in -lieu at $500 monthly; annual proof of alternative coverage is required VISION INSURANCE: Single: Employee contributes $7.28 per month; 2-party 10.56 per month; Family $18.93 per month DENTAL INSURANCE: The City offers 2 Dental Plan options through Delta Dental a PPO and HMO. There is no employee contribution for the HMO plan, and for the PPO plan employees pay $7.06 monthly for employee only, $11.52 monthly for 2-party and 812.91 monthly for family. MANAGEMENT LEAVE: 120 hours of management leave per calendar year; Employee may elect to cash out up to 50% of eligible management leave every calendar year VACATION: 120 hours per year, depending on years of service, with City Manager discretion for additional hours; Employee may elect to cash out up to 80 hours of vacation every December for the following year. HOLIDAYS: 14 paid holidays per year SICK LEAVE: 96 hours per year SICK LEAVE TO SERVICE CREDIT: Can convert unused Sick Leave to retirement service credit at the time of retirement. LIFE INSURANCE AND AD&D: $100,000 each of coverage paid for by the City, with option to purchase supplemental life and AD&.D AUTO ALLOWANCE: $400 per month PHONE STIPEND: Up to $100 per year for equipment and up to $110 per month for usage. TUITION REIMBURSEMENT: $1,000 per year reimbursed for qualifying educational expenses. PERS SURVIVOR BENEFIT: City contributes $1.11 per pay period for the 1959 Indexed Survivor Benefit. RETIREE HEALTH INSURANCE: City contributes 8347 per month for retired employees with at least 10 years of service at retirement. LONG-TERM DISABILITY INSURANCE/ STATE DISABILITY INSURANCE: Offered, but premiums paid 100% by employee. The City of Napa is an Equal Opportunity Employer. THE RECRUITMENT PROCESS To apply for this exciting career opportunity, please submit your cover letter and resume (including month/year of employment) via our website: Peckham &, McKenney www.pecichamandmckeiiney.com Please do not hesitate to contact Maria Hurtado toll -free at (866) 912-1919, by cell at (831) 247-7885 or via email at maria@ peckhamandmckenney.com, if you have any questions regarding this position or the recruitment process. MCKENNEY EXECUTIVE SEARCH www.peckhamandmckenney.com Peckham McKenney Proposal - City of San Rafael Assistant Director of Library Services Final Audit Report 2024-02-15 Created: 2024-02-14 By: alissa curtin (alissa.curtin@atyofsanrafael.org) Status: Signed Transaction ID: CBJCHBCAABAAZc zXizhVizo9JBc8he7xsrUBdl3mKFMD "Peckham McKenney Proposal - City of San Rafael Assistant Dir ector of Library Services" History Document created by alissa curtin (alissa.curtin@cityofsanrafael.org) 2024-02-14 - 11:57:34 PM GMT '► Document emailed to Marissa Sanchez (marissa.sanchez@cityofsanrafael.org) for signature 2024-02-14 - 11:57:45 PM GMT Email viewed by Marissa Sanchez (marissa.sanchez@cityofsanrafael.org) 2024-02-15 - 11:03:24 PM GMT 6© Document e-signed by Marissa Sanchez (marissa.sanchez@cityofsanrafael.org) Signature Date: 2024-02-15 - 11:03:34 PM GMT - Time Source: server ® Agreement completed. 2024-02-15 - 11:03:34 PM GMT EN Adobe Acrobat Sign EXHIBIT B INSURANCE REQUIREMENTS During the term of this Agreement, and for any time period set forth below, CONSULTANT shall procure and maintain in full force and effect, at no cost to CITY insurance policies with respect to employees and vehicles assigned to the performance of Services under this Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage verifications as defined in this Exhibit B. A. Scope of Coverage. During the term of this Agreement, CONSULTANT shall maintain, at no expense to CITY, the following insurance policies: 1. Commercial general liability. A commercial general liability insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, for death, bodily injury, personal injury, or property damage. 2. Automobile liability. An automobile liability (owned, non -owned, and hired vehicles) insurance policy in the minimum amount of one million dollars ($1,000,000) per occurrence. 3. Professional liability. 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 dollars ($1,000,000) per occurrence/two million dollars ($2,000,000) aggregate, to cover any claims arising out of the CONSULTANT's performance of services under this Agreement. Where CONSULTANT is a professional not required to have a professional license, CITY reserves the right to require CONSULTANT to provide professional liability insurance pursuant to this section. 4. Workers' compensation. If it employs any person, CONSULTANT shall maintain workers' compensation insurance, as required by the State of California, with statutory limits, and employer's liability insurance with limits of no less than one million dollars ($1,000,000) per accident for bodily injury or disease. CONSULTANT's workers' compensation insurance shall be specifically endorsed to waive any right of subrogation against CITY. B. Other Insurance Requirements. The insurance coverage required of the CONSULTANT in subparagraph A of this section above shall also meet the following requirements: 1. Except for professional liability insurance or workers' compensation insurance, the insurance policies shall be specifically endorsed to include the CITY, its officers, agents, employees, and volunteers, as additional insureds (for both ongoing and completed operations) under the policies. 2. The additional insured coverage under CONSULTANT's insurance policies shall be "primary and noncontributory" with respect to any insurance or coverage maintained by CITY and shall not call upon CITY's insurance or self-insurance coverage for any contribution. The "primary and noncontributory" coverage in CONSULTANT'S policies shall be at least as broad as Rev. 08.22 B-1 ISO form CG20 0104 13. 3. Except for professional liability insurance or workers' compensation insurance, the insurance policies shall include, in their text or by endorsement, coverage for contractual liability and personal injury. 4. By execution of this Agreement, CONSULTANT hereby grants to CITY a waiver of any right to subrogation which any insurer of CONSULTANT may acquire against CITY by virtue of the payment of any loss under such insurance. CONSULTANT agrees to obtain any endorsement that may be necessary to effect this waiver of subrogation, but this provision applies regardless of whether or not CITY has received a waiver of subrogation endorsement from the insurer. 5. 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. 6. The insurance policies shall provide for a retroactive date of placement coinciding with the Effective Date of this Agreement. 7. The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory basis for the benefit of CITY (if agreed to in a written contract or agreement) before CITY'S own insurance or self-insurance shall be called upon to protect it as a named insured. 8. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits shall be available to CITY or any other additional insured party. Furthermore, the requirements for coverage and limits shall be: (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured; whichever is greater. No representation is made that the minimum insurance requirements of this Agreement are sufficient to cover the obligations of the CONSULTANT under this Agreement. 9. CONSULTANT agrees to ensure that subcontractors, and any other party involved with the Services, who is brought onto or involved in the performance of the Services by CONSULTANT, provide the same minimum insurance coverage required of CONSULTANT, except as with respect to limits. CONSULTANT agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this Agreement. CONSUTLANT agrees that upon request by CITY, all agreements with, and insurance compliance documents provided by, such subcontractors and others engaged in the performance of Services will be submitted to CITY for review. 10. CONSULTANT agrees to be responsible for ensuring that no contract used by any party involved in any way with the Services reserves the right to charge CITY or CONSULTANT for the cost of additional insurance coverage required by this Agreement. Any 08.22 B-2 such provisions are to be deleted with reference to CITY. It is not the intent of CITY to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against CITY for payment of premiums or other amounts with respect thereto. C. Deductibles and SIR's. Any deductibles or self -insured retentions in CONSULTANT's insurance policies must be declared to and approved by the CITY and shall not reduce the limits of liability. Policies containing any self -insured retention (SIR) provision shall provide or be endorsed to provide that the SIR may be satisfied by either the named insured or CITY or other additional insured party. At CITY's option, the deductibles or self -insured retentions with respect to CITY shall be reduced or eliminated to CITY's satisfaction, or CONSULTANT shall procure a bond guaranteeing payment of losses and related investigations, claims administration, attorney's fees and defense expenses. D. Proof of Insurance. CONSULTANT shall provide to the PROJECT MANAGER all of the following: (1) Certificates of Insurance evidencing the insurance coverage required in this Agreement; (2) a copy of the policy declaration page and/or endorsement page listing all policy endorsements for the commercial general liability policy, and (3) excerpts of policy language or specific endorsements evidencing the other insurance requirements set forth in this Agreement. CITY reserves the right to obtain a full certified copy of any insurance policy and endorsements from CONSULTANT. Failure to exercise this right shall not constitute a waiver of the right to exercise it later. The insurance shall be approved as to form and sufficiency by the CITY. 08.22 B-3 CONTRACT ROUTING FORM INSTRUCTIONS: Use this cover sheet to circulate all contracts for review and approval in the order shown below. TO BE COMPLETED BY INITIATING DEPARTMENT PROJECT MANAGER: Contracting Department: Human Resources Project Manager: Alissa Curtin for Marissa Sanchez Extension: 415.996.3280 Contractor Name: Peckham & McKenney Contractor's Contact: Maria Hurtado Contact's Email: maria@peckhamandmckenney.com ❑ FPPC: Check if Contractor/Consultant must file Form 700 Step RESPONSIBLE DESCRIPTION COMPLETED REVIEWER DEPARTMENT DATE Check/Initial 1 Project Manager a. Email PINS Introductory Notice to Contractor Click here to ❑ enter a date. b. Email contract (in Word) and attachments to City 2/15/2023 Attorney c/o Laraine.Gittens@cityofsanrafael.org ®amc 2 City Attorney a. Review, revise, and comment on draft agreement 2/26/2024 and return to Project Manager 2/26/2024 ❑X NT b. Confirm insurance requirements, create Job on PINS, send PINS insurance notice to contractor ® NT 3 Department Director Approval of final agreement form to send to 2/26/2024 ❑x amc for contractor MS 4 Project Manager Forward three (3) originals of final agreement to 2/26/2024 ❑X amc contractor for their signature 5 Project Manager When necessary, contractor -signed agreement ❑X N/A agendized for City Council approval * *City Council approval required for Professional Services Agreements and purchases of goods and services that exceed Or $75,000; and for Public Works Contracts that exceed $175,000 Click here to Date of City Council approval enter a date. PRINT CONTINUE ROUTING PROCESS WITH HARD COPY 6 Project Manager Forward signed original agreements to City Attorney with printed copy of this routing form 7 City Attorney Review and approve hard copy of signed agreement 8 City Attorney Review and approve insurance in PINS , and bonds City Manager / Mayor (for Public Works Contracts) 9 Agreement executed by City Council authorized official Attest signatures, retains original agreement and 10 City Clerk forwards copies to Project Manager Peckham & McKenney_Asst Library Rec Director 2024 PSA Final Audit Report 2024-03-04 Created: 2024-02-29 By: alissa curtin (alissa.curtin@cityofsanrafael.org) Status: Signed Transaction ID. CBJCHBCAABAAtJ2vnlXVfYCQpuGCfG6ZVjb5rGCSukZL "Peckham & McKenney_Asst Library Rec Director 2024 PSA" H istory Document created by alissa curtin (alissa.curtin@cityofsanrafael.org) 2024-02-29 - 6:09:14 PM GMT 2+ Document emailed to Anton Dahlerbruch (tony@peckhamandmckenney.com) for signature 2024-02-29 - 6:09:26 PM GMT C'y Document emailed to Laraine Gittens(laraine.gittens@cityofsanrafael.org) for approval 2024-02-29 - 6:09:26 PM GMT E"* Document emailed to Genevieve Coyle(genevieve.coyle@cityofsanrafael.org) for signature 2024-02-29 - 6:09:26 PM GMT P-► Document emailed to City Clerk (city.clerk@cityofsanrafael.org) for approval 2024-02-29 - 6:09:26 PM GMT 124 Document emailed to Cristine Alilovich (cristinea@cityofsanrafael.org) for signature 2024-02-29 - 6:09:26 PM GMT P14 Document emailed to City Clerk (city.clerk@cityofsanrafael.org) for signature 2024-02-29 - 6:09:27 PM GMT Email viewed by City Clerk (city.clerk@cityofsanrafael.org) 2024-02-29 - 6:10:00 PM GMT Email viewed by City Clerk (city.clerk@cityofsanrafael.org) 2024-02-29 - 6:10:21 PM GMT 6Q Document approved by City Clerk (city.clerk@cityofsanrafael.org) Approval Date: 2024-02-29 - 6:11:55 PM GMT - Time Source: server Q Adobe Acrobat Sign Email viewed by Laraine Gittens (laraine.gittens@cityofsanrafael.org) 2024-02-29 - 7:55:43 PM GMT 6© Document approved by Laraine Gittens(laraine.gittens@cityofsanrafael.org) Approval Date: 2024-02-29 - 7:59:44 PM GMT - Time Source: server Email viewed by Anton Dahlerbruch (tony@peckhamandmckenney.com) 2024-02-29 - 9:20:16 PM GMT 6© Document e-signed by Anton Dahlerbruch (tony@peckhamandmckenney.com) Signature Date: 2024-02-29 - 9:26:43 PM GMT - Time Source: server Email viewed by Genevieve Coyle (genevieve.coyle@cityofsanrafael.org) 2024-03-01 - 9:36:14 PM GMT 6© Document e-signed by Genevieve Coyle (genevieve.coyle@cityofsanrafael.org) Signature Date: 2024-03-01 - 9:39:47 PM GMT - Time Source: server Email viewed by Cristine Alilovich (cristinea@cityofsanrafael.org) 2024-03-03 - 7:07:46 PM GMT 6© Document e-signed by Cristine Alilovich (cristinea@cityofsanrafael.org) Signature Date: 2024-03-03 - 7:08:01 PM GMT - Time Source: server Email viewed by City Clerk(city.clerk@cityofsanrafael.org) 2024-03-04 - 4:19:54 PM GMT d0 Signer City Clerk (city. clerk@cityofsanrafael.org) entered name at signing as Brenna Nurmi (for) 2024-03-04 - 4:20:17 PM GMT 6© Document e-signed by Brenna Nurmi (for) (city.clerk@cityofsanrafael.org) Signature Date: 2024-03-04 - 4:20:19 PM GMT - Time Source: server Agreement completed. 2024-03-04 - 4:20:19 PM GMT Adobe Acrobat Sign