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HomeMy WebLinkAbout090-R-21 Authorizing the City Manager to Execute and Agreement with Cooperative Personnel Services dba CPS HR Consulting to Conduct the City Manager Search for the City of Evanston9/27/2021 90-R-21 A RESOLUTION Authorizing the Mayor to Execute an Agreement with Cooperative Personnel Services dba CPS HR Consulting to Conduct the City Manager Search for the City of Evanston WHEREAS, effective October 8, 2021, the City of Evanston will be without a permanent City Manager for the City of Evanston; and WHEREAS, the City Council wishes to engage a search firm to conduct a comprehensive, nationwide recruitment for a new City Manager; and WHEREAS, the City Council wishes to engage the Evanston community for input into the search process; and WHEREAS, the City reviewed several proposals from recruiting firms and feels it is in the best interest of the City to select Cooperative Personnel Services dba CPS HR Consulting. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF EVANSTON, COOK COUNTY, ILLINOIS: SECTION 1: The foregoing recitals are hereby found as fact and incorporated herein by reference. SECTION 2: The Mayor is hereby authorized to execute and the City Clerk is hereby directed to attest the Consulting Services Agreement with Cooperative Personnel Services dba CPS HR Consulting. Attached hereto as Exhibit 1 is a copy of the agreement and incorporated herein by reference. 90-R-21 SECTION 3: This Resolution shall be in full force and effect from and after its passage and approval in the manner provided by law. Attest: Stephanie Mendoza, City Clerk September 27 Adopted: , 2021 Isalud, 161�lj Daniel Biss, Mayor Approved as to form: Nicholas E. Cummings, Corporation Counsel -2- 90-R-21 EXHIBIT 1 CONSULTING SERVICES AGREEMENT ~3— Page 4 of 30 CPS HFMfULTII CONSULTING SERVICES AGREEMENT City of Evanston Citv Manager Executive Recruitment This Consulting Services Agreement (Agreement) is by and between Cooperative Personnel Services, dba CPS HR Consulting, a California Joint Powers Authority (CPS HR) and the Agency named in the signature block at the end of this Agreement (Agency, hereafter referred to as Client), and is effective as of September 27, 2021 (Effective Date). CPS HR and the Client shall be collectively referred to herein as the "Parties" and individually as a "Party." A. Purpose. This Agreement defines CPS HR consulting services, policies and procedures. B. Services. CPS HR will provide certain consulting services (Services) to Client as set forth in the Statements of Work (attached hereto as Exhibit ("A"). CPS HR shall perform only the Services requested by Client, at the times, dates, and locations specified by Client. C. Compensation. 1. Payment. Client will compensate CPS HR for Services by paying certain fees as set forth in the Statement of Work. Client will reimburse CPS HR for business expenses as set forth in the Statement of Work. Client will pay all invoices within sixty (60) days from receipt of invoice. 2. Funding. Client certifies that funding for compensation payable to CPS HR under this Agreement has been approved by Client's governing body, either as a part of the general operating budget or as a specific item. Client further certifies that it anticipates sufficient cash will be available for payment of compensation as required above. 3. Late Payment. Any invoices not paid within sixty (60) days may incur a service charge of the lesser of two percent (2%) or the maximum allowable by law per month on any outstanding overdue balances. In addition, reasonable collection costs may be added to any invoice not paid within ninety (90) days. D. Taxes. Omitted E. Term and Termination of Agreement. 1. Term. The term of this Agreement is from the Effective Date through completion of Phase III as outlined in the Statement of Work. 2. Immediate Termination upon Material Breach. Either Party may terminate this Agreement immediately upon any material breach by the other Party. 3. Termination without Cause. Either Party may terminate the Agreement without cause upon thirty days written notice to the other Party. 4. Payment on Termination. Upon termination without cause, Client shall pay CPS HR for all work performed through the effective date of termination. For termination upon material breach, Client shall pay CPS HR for all work performed which is in compliance with the terms of the Statement of Work. F. Limited Warranty. 1. Warranty. CPS HR represents and warrants that: (i) it has the authority to enter into this Agreement; (ii) it will comply with applicable law; and (iii) it will provide Services in a workmanlike manner consistent with industry standards. 2. Warranty Disclaimer. EXCEPT AS EXPRESSLY SET FORTH HEREIN, CPS HR EXPRESSLY DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS OR IMPLIED, ORAL OR WRITTEN, WITH RESPECT TO THE SERVICES AND THE WORK PRODUCT INCLUDING, WITHOUT LIMITATION, ALL IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE OR IN RESPECT OF ANY THIRD -PARTY PRODUCTS OR SERVICES AND ALL WARRANTIES IMPLIED FROM ANY COURSE OF DEALING AND NO REPRESENTATIVE OF CPS HR IS AUTHORIZED TO GIVE ANY ADDITIONAL WARRANTY. Page 1 of 4 Page 5 of 30 G. Work Product. 1. Ownership. Upon CPS HR' receipt of fees due under the Agreement, all studies, reports, documents and other writings prepared by CPS HR and its subcontractors, produced as a result of CPS HR' work, or delivered by CPS HR to Client in the course of performing services (collectively, "Work Product") shall become the property of Client and Client shall have the right to use the materials without further compensation to CPS HR or its subcontractors. 2. Retention of Rights. Notwithstanding Client's ownership of the Work Product, Client acknowledges and agrees that: (i) CPS HR has the right to re -use any of its know-how, ideas, concepts, methods, processes, or similar information, however characterized, whether in tangible or intangible form, and whether used by CPS HR in the performance of Services or not, at any time and without limitation, and (ii) CPS HR retains ownership of any and all of its intellectual property rights that existed prior to the Effective Date including, but not limited to, all methods, concepts, designs, reports, programs, and templates as well as all training materials, testing or assessment products, survey content and copyrightable works. H. Release of Information to Third Parties. Each Party understands that information provided to government entities may be subject to disclosure under a public records or freedom of information act. Each Party hereto (each, a Recipient) shall protect and keep confidential all non-public information disclosed to Recipient by the other Party (each, a Discloser) and identified as confidential by Discloser, and shall not, except as may be authorized by Discloser in writing, use or disclose any such Confidential Information during and after the term of this Agreement. If CPS HR or Client receives a request for disclosure of Confidential Materials, such as a subpoena or a public records or freedom of information request, that Party shall immediately notify the other Party of the request. Upon request, Client or CPS HR shall maintain the confidentiality of the Confidential Materials pending the grant or denial of a protective order or the decision of a court or administrative body as to whether the requested materials must be disclosed under the applicable public records statute. Client and CPS HR shall cooperate with each other in seeking any relief necessary to maintain the confidentiality of the Confidential Materials. Each Party shall defend, indemnify and hold the other harmless from any claim or administrative appeal, including costs, expenses, and any attorney fees, related to that Party pursuing protection of the Confidential Materials from disclosure. Indemnification. CPS HR agrees to indemnify, defend, and hold Client, its agents, officers, employees and volunteers harmless from and against loss or damage (including reasonable attorney's fees) arising from or related to a claim of bodily injury or property damage resulting from CPS HR' willful misconduct or negligent performance of this Agreement; provided that, Client notifies CPS HR in a commercially reasonable time, in writing of any such claim and gives CPS HR (at CPS HR' expense) sole control of the defense of same and all negotiations for its settlement or compromise. CPS HR' liability to indemnify Client shall be reduced to the extent that such loss or damage was caused or contributed to by the act, omission, direction or negligence of Client, its agents, officers, employees and volunteers over which CPS HR does not have direct control. Limitation of Liability. NOTWITHSTANDING ANYTHING TO THE CONTRARY CONTAINED HEREIN, NEITHER PARTY HERETO SHALL HAVE ANY LIABILITY OR RESPONSIBILITY FOR ANY INDIRECT, INCIDENTAL, EXEMPLARY, SPECIAL OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, DAMAGES ARISING FROM LOSS OF PROFITS OR DATA), EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. CPS HR' LIABILITY FOR DAMAGES HEREUNDER SHALL NOT EXCEED THE AMOUNT OF FEES PAID BY CLIENT TO CPS HR. K. Miscellaneous. 1. Notices. Any notice to the parties required or permitted under this Agreement shall be given in writing and shall be sent to the persons at the address listed in the Statement of Work. 2. Dispute Resolution; Remedies. (a) In the event of a dispute, the parties may agree to pursue mediation or either binding or nonbinding arbitration to resolve their dispute, under such rules as the parties may agree. (b) If either CPS HR or Client determines it appropriate to file a judicial action, then, in addition to any other remedies available at law or in equity, Client acknowledges that breach of this Agreement may result in irreparable harm to CPS HR for which damages would be an inadequate remedy Page 2 of 4 Page 6 of 30 and, therefore, CPS HR shall be entitled to 7. Entire Agreement; Modifications. This seek equitable relief, including injunction. Agreement constitutes the entire agreement between the parties regarding the subject 3. Attorneys Fees. If any legal action or matter hereof and supersedes all other arbitration or other proceeding is brought to agreements, representations and warranties. enforce or construe the term of this All modifications and supplements to this Agreement or because of an alleged dispute, Agreement must be in writing and signed by breach or default in connection with any both parties. provision of this Agreement, the successful or prevailing Party shall be entitled to recover 8. Counterparts; Facsimile Signature; reasonable attorneys fees and other costs Electronic Signature. This Agreement may incurred in that action, arbitration or be executed in any number of counterparts. If proceeding in addition to any other relief to this Agreement or any counterpart is signed which it may be entitled. and then faxed or e-mailed by PDF or otherwise, the faxed or -mailed copy bearing 4. Governing Law. This Agreement will be the signature shall be as good as the original, governed by the laws of the State of Illinois wet -ink signed copy for all intents and without regard to its rules concerning conflict purposes. of laws. 9. Authority to Sign. The person signing 5. Force Majeure. Neither Party shall be this Agreement on behalf of the Client (the liable for delays caused by fire, accident, Principal Signer) represents that he or she is labor dispute, war, insurrection, riot, act of the head of the agency or is otherwise duly government, superior force, or any other authorized to sign this Agreement and to bind cause reasonably beyond its control. the Client. 6. Waiver. The failure of any Party at any 10. Ambiguities. As this Agreement has time or times to require performance of any been voluntarily and freely negotiated by both provision of this Agreement shall in no parties, the rule that ambiguous contractual manner affect its right to enforce that provisions are construed against the drafter of provision at a later time. Nor shall the waiver the provision shall be inapplicable to this by either Party of a breach of any provision of Agreement. this Agreement be taken or held to be a waiver of the provision itself. No waiver shall be enforceable unless made in writing and signed by the Party granting the waiver. Cooperative Personnel Services dba City of Evanston CPS HR Consulting 2100 Ridge Avenue, Evanston, IL 60201 2450 Del Paso Rd. Ste 220, Sacramento, CA 95834 By: Authorized Signature By Authorized Signature Name: Name: Title: Title: Page 3 of 4 Page 7 of 30 Exhibit A Statement of Work All changes to this SOW must be mutually agreed to and executed in writing by duly authorized representatives of both parties as an amendment to this SOW. Capitalized terms used herein shall have the meanings ascribed to them in the Agreement. 1. SERVICES: CPS HR will assist the City of Evanston with the recruitment of a new City Manager as detailed in the CPS HR proposal dated September 7, 2021, which is included herein as Attachment 1 to Exhibit A. 2. CLIENT RESPONSIBILITIES: a. Client must timely perform all those Client roles and responsibilities set forth in this SOW. Successful completion of this project within the time specified depends largely upon an effective working relationship between Client and CPS HR project staff. For this reason, CPS HR requests that Client designate an individual to coordinate communication, meetings, interview schedules, and review of products with the project team. Client's Project Representative will be responsible for the following activities: 1. Coordinating all meeting schedules, conference calls, facilities and equipment needs 2. Coordinating interview schedules and facilities and distributing project update information b. Any work products developed during the activities described above will be submitted to Client's Project Representative for review, comment and/or approval. This is a critical step to ensure accurate, reliable, and valid products. 3. CPS HR PROJECT MANAGER: Pamela Derby, Recruitment Manager perbvna.cpshr.us 4. CLIENT PROJECT MANAGER: Daniel Biss, Mayor dbiss(ocitvofevanston.ora.. 5. SERVICE FEES: a. All Services provided to Client by CPS HR hereunder are priced on a FIXED PRICE basis. All amounts are based upon the following assumptions. Any deviations from the following assumptions may result in an increase in the Fees: (i) Client will timely perform its responsibilities as set forth in this SOW; and (ii) Services will normally be performed during normal business hours, Monday through Friday, 8:00 a.m. to 5:00 p.m., excluding CPS HR holidays ("Normal Business Hours"). b. Professional Services Fees: The professional fixed fee of $25,000 covers all CPS HR services associated with Phases I, II, and III of the recruitment process. c. Additional Expenses Not Included: Travel expenses for candidates who are invited forward in the interview process are NOT included. However, should the Client desire CPS HR's Travel Team to assist with these arrangements, CPS HR can provide assistance. This might require an amount be added to the Agreement. d. Invoices: CPS HR will invoice Client at the fixed fee rate of $25,000 billed in three monthly installments of $7,000 and a fourth installment of $4,000. Client will pay CPS HR within sixty (60) days following receipt of invoice. e. One -Year Guarantee: If the employment of the candidate selected and appointed by the Client, as a result of a full executive recruitment (Phases I, II, and III), comes to an end before the completion of the first year of service, CPS HR will provide the Client with professional services to appoint a replacement. Professional consulting services will be provided at no cost. The Client would be responsible only for reimbursable expenses. This guarantee does not apply to situations in which the successful candidate is promoted or re- assigned within the organization during the one-year period. Additionally, should the initial recruitment efforts not result in a successful appointment, CPS HR will extend the aggressive recruiting efforts and screen qualified candidates until an offer is made and accepted. CPS HR does not provide a guarantee for candidates placed as a result of a partial recruitment effort. 6. In the event the project is terminated early, CPS HR will be paid such amount as is due for professional services performed and out-of-pocket expenses incurred up to and including the effective date of termination. This SOW covers work requested and performed prior to the commencement of this SOW. Page 4 of 4 Page 8 of 30 Attachment 1 to Exhibit A PROPOSAL City of Evanston Executive Recruitment Services for City Manager September 7, 2021 SUBMITTED BY: MELISSA ASHER Sr. Practice Leader, Products and Services CPS HR Consulting 2450 Del Paso Road, Suite 220 Sacramento, CA 95834 P:916-471-3358 masher@cpshr.us Tax ID: 68-0067209 www.cpshr.us Your Path to Performance Page 9 of 30 CPS HIS A=,.CONSULTING September 7, 2021 Daniel Biss, Mayor City of Evanston 2100 Ridge Avenue Evanston, IL 60201 Submitted via email to: dkilss ff cityofevanston.orq Subject: Executive Recruitment for City Manager Dear Mayor Biss: CPS HR Consulting (CPS HR) is pleased to have the opportunity to submit a proposal to assist the City of Evanston (City) with the recruitment of a new City Manager. We are uniquely qualified to undertake this effort as we have vast experience in assisting public agencies with executive search, screening, and placement. We understand that each agency is unique, and our extensive experience allows us to tailor our process to specifically meet your needs. Our work with local government agencies throughout the United States gives us an in-depth understanding of government operations, programs, and CPS HR offers a broad spectrum of human resource services while delivering personalized, results -oriented services, utilizing best practice methods of recruitment and selection strategies from our team of recruitment experts. Each recruitment is an opportunity to shape and prepare your organization for the future. We understand how important this transition is for you and are perfectly placed to assist you in this endeavor. Once this project begins, we will work with the City to tailor our process to highlight this exciting opportunity and attract the best possible candidates. It is our commitment to work in partnership with your organization to a successful result. Thank you for the opportunity to be considered for this assignment. Should you have questions or comments about the information presented in this proposal, please contact me at masher@cpshr.us or (916) 471-3358. Sincerely, Melissa Asher Senior Practice Leader, Products and Services 2450 Del Paso Road, Suite 220 Sacramento, CA 95834 www.cpshr.us Tax ID: 68-0067209 Page 10 of 30 Proposal to City of Evanston Executive Recruitment for City Manager Table of Contents AboutCPS HR Consulting..............................................................................................................1 RecruitmentExperts................................................................................................................................. 2 Benefits of selecting CPS HR Consulting...................................................................................................4 OurApproach................................................................................................................................5 KeyStakeholder Involvement................................................................................................................... 5 City's Needs............................................................................................................................................... 5 Commitment to Communication.............................................................................................................. 5 Aggressive, Proactive, and Robust Recruitment....................................................................................... 5 Diversity Outreach Process....................................................................................................................... 6 Methodology and Scope of Work.................................................................................................7 Phase I - Develop Candidate Profile and Recruitment Strategy............................................................... 7 Phase II — Aggressive, Proactive, and Robust Recruitment....................................................................... 8 PhaseIII —Selection ................................................................................................................................10 Timeline................................................................................................................................................... 11 Our Executive Recruiting Team...................................................................................................12 TeamBiographies.................................................................................................................................... 12 References..................................................................................................................................14 ProfessionalFees........................................................................................................................15 ProfessionalServices...............................................................................................................................15 One -Year Service Guarantee................................................................................................................... 15 Appendix A: Sample Brochure.....................................................................................................16 CPS HR CONSULTING Page I i Page 11 of 30 Proposal to City of Evanston Executive Recruitment for City Manager About CPS HR Consulting CPS HR Consulting has been assisting organizations with their talent management needs for over 35 years. We have unique expertise in delivering HR management and consulting services, employment testing, and assessment services to government agencies throughout North America. Our core competency is its knowledge of and expertise in the public sector. CPS HR offers clients a comprehensive range of competitively priced services, all of which can be customized to meet your organization's specific needs. We are committed to supporting and developing strategic organizational leadership and human resource management in the public sector. We offer expertise in the areas of organizational strategy, recruitment and selection, training and development, and organization and workforce management. CPS HR occupies a unique position among its competitors in the field of government consulting; as a Joint Powers Authority, whose charter mandates that we serve only public sector clients, we actively serve all government sectors including Federal, State, Local, Special Districts, Higher Education, and Non -Profit Organizations. This singular position provides CPS HR with a systemic and extensive understanding of how each government sector is inter -connected to each other and to their communities. That understanding, combined with our knowledge of public and private sector best practices, translates into meaningful and practical solutions for our clients' operational and business needs. With more than 85 full-time employees as well as 200+ project consultants and technical experts nationwide, CPS HR delivers breakthrough solutions that help public sector organizations impact the communities they serve. CPS HR has worked with more than 1,200 government and public/non-profit clients throughout the United States and Canada. Our headquarters are located in Sacramento, California. We have regional offices in Austin, TX; Littleton, CO; and Orange County, CA. CPS HR �CONSI JLTING Page 11 Page 12 of 30 Proposal to City of Evanston Executive Recruitment for City Manager Recruitment Experts CPS HR specializes in the recruitment and selection of key professionals for cities, counties, special districts, and non -profits. Working in partnership with the governing body or selection team, we develop customized search strategies that focus on locating and recruiting qualified candidates who match the agency's unique needs. Our wealth of recruitment experience has been gained through more than 19 years of placing top and mid -level executives in public agencies throughout the United States. ■ Unmatched Recruitment Experience for Government Agencies. CPS HR has extensive experience in recruiting executive -level professionals for public agencies across the United States. As a public agency ourselves, we understand how to work with and within government. Our understanding of public sector culture and policy uniquely sets us apart from our competitors. ■ Seasoned Executive Recruiters. Our recruiters possess a high level of expertise in recruiting and placing executive -level professionals. Our staff of experts includes an exceptional group of full-time employees as well as a full complement of subject matter experts, intermittent employees, and part-time employees with a variety of public and private sector experience. ■ Detailed Needs Assessments. We conduct a detailed needs assessment to identify 1) future organizational direction; 2) challenges facing the position; 3) the working style and organizational climate; and 4) required core and job specific competencies as well as personal and professional characteristics. ■ Success Recruiting Non -Job Seeking Talent. We recognize that the very best candidates for some types of positions may not be looking for a career change, therefore, our recruitment team takes a very aggressive approach to identify and recruit such candidates. ■ Vast Pool of Public Agency Contacts. CPS HR maintains a database of candidates and an extensive network of external resources to leverage for executive -level positions. We utilize our vast pool of public and non-profit contacts to deliver a strong list of competitive candidates who will be well prepared to assist you in the accomplishment of your specific mission and goals. ■ Satisfied Clients. Our executive search client satisfaction rating averages 4.6 on a scale of 5. While many companies talk about client satisfaction, how many measure the impact of that through assessing client satisfaction by distributing written surveys and tying the results of these surveys to their performance management system? CPS HR Consulting does. A client satisfaction survey is sent at the end of every engagement requesting feedback on the quality of our staff, deliverables, and the overall consulting relationship. ■ Retention/Success Rate. Our success rate is tied to the longevity of the candidates we place, currently more than 91% of our placements are still in their position after two years. CPS HR CONSULTING Page 12 Page 13 of 30 Proposal to City of Evanston Executive Recruitment for City Manager ■ Partial list of recruitments. Below is a brief listing of recent recruitments to show our experience with similar recruitments. We have also highlighted in bold type those with similar population to the City of Evanston or with large colleges/universities. City of Surprise (AZ) City Manager Current County of Yolo (CA) County Administrative Officer Current City of Nogales (AZ) City Manager Current City of Aztec (NM) City Manager Current City of Dickinson (TX) City Manager 2021 City of San Leandro (CA) City Manager 2021 County of Los Alamos (NM) County Manager 2021 City of Hercules (CA) City Manager 2021 City of Clayton (CA) City Manager 2021 City of Marysville (CA) City Manager 2021 County of Yolo (CA) Assistant County Administrative Officer 2021 County of Flathead (MT) County Administrator 2021 City of Greeley (CO) Deputy City Manager 2020 City of Reno (NV) City Manager 2020 City of Bozeman (MT) City Manager 2020 City of Richmond (CA) City Manager 2019 City of Columbia (MO) City Manager 2019 City of Union City (CA) City Manager 2019 Town of Paradise Valley (AZ) Town Manager 2019 City of Carson (CA) City Manager 2019 City of East Palo Alto (CA) City Manager 2019 City of Woodland Park (CO) City Manager 2018 City of Modesto (CA) City Manager 2018 Churchill County (NV) County Manager 2018 City of Sacramento (CA) Assistant City Manager 2018 County of San Luis Obispo (CA) City Manager 2018 City of Goodyear (AZ) City Manager 2018 County of Imperial (CA) County Executive Officer 2018 CPS HR CONSULTING Page 13 Page 14 of 30 Proposal to City of Evanston Executive Recruitment for City Manager Benefits of selecting CPS HR Consulting CPS HR brings a wealth of expertise and innovation to the recruitment of the City of Evanston's City Manager. Our recently revamped brochure format is now in an electronic flipbook format providing an exceptional venue for showcasing the attributes of the City. We also use Linkedln Recruiter, the most robust Linkedln recruiting package, to assist in identifying the candidates who are the best fit for our clients' needs. We use industry -specific advertising platforms and are constantly striving to find the best way to reach passive candidates. Our outreach strategy takes a broad -brush approach towards finding candidates from atypical sources. These methods include using Linkedln's data analytics to find experienced candidates from a variety of industries, reaching out to regional and national leaders and influencers for unique referrals, and advertising with a wide variety of sources. Local government has many nuances that current practitioners are well versed in, and CPS HR can ensure that the core skillsets of managing staff, budgets, and programs are in place. Long before COVID-19 came into the common vernacular, CPS HR was engaged in a digital transformation to modernize and retool our services to provide remote support to our clients. Our standard platform is Microsoft TeamsT`", where we collaborate with our team members and even client staff to ensure a seamless flow of information. This investment has paid dividends during the remote working revolution over the last six months. We have not observed a decrease in the quality of the recruitment and selection process for our clients, and an overwhelming majority of clients have made hires using only our interview process conducted through Microsoft TeamsT`" Several good examples of success are our recent City Manager recruitments for Bozeman, Montana and Reno, Nevada. CPS HR conducted the recruitments during COVID-19, and City Council members were able to interview each candidate and feel comfortable about reaching a consensus on a final selection using only the virtual environment without ever having met the candidate. We are also able to adapt to other technologies and protocols that the client may have. Because our staff has been working remotely for several years, we are extremely flexible and can meet your needs according to your level of comfort and security. That being said, we're also being hired to take as much off your plate as you desire, and we have successfully worked with very busy clients and hiring managers who want us to single- handedly manage the process from start to finish. One of our greatest skillsets is adaptation — we work with some of the largest cities and counties in the nation as well as with the smallest special districts and non -profits. Whatever your work and communication style is, we have seen it before and will deliver on your expectations of us. CPS HR CONSULTING Page 15 of 30 Proposal to City of Evanston Executive Recruitment for City Manager Our Approach Key Stakeholder Involvement The Mayor and City Council on behalf of the City of Evanston must be intimately involved in the search for a new City Manager. Our approach assumes their direct participation in key phases of the search process. At the discretion of the Mayor and City Council, other key stakeholders may also be invited to provide input for the development of the candidate profile. City's Needs A critical first step in a successful executive search is for the Mayor and City Council to define the professional and personal qualities required of the City Manager. CPS HR has developed a very effective process that will permit the Mayor and City Council to clarify the preferred future direction for the City; the specific challenges the City is likely to face in achieving this future direction; the working style and organizational climate the Mayor and City Council wishes to establish with the City Manager; and ultimately, the professional and personal qualities required of the City Manager. Commitment to Communication Throughout the recruitment process, we are strongly committed to keeping you fully informed of our progress. We will collaborate with you to provide updates on the status of the recruitment via your preferred method of communication (phone conference, email, etc.). We place the highest level of importance on customer service and responding in a timely manner to all client and candidate inquiries. Our previous clients and candidates have expressed a sincere appreciation for our level of service and responsiveness to the management of the recruitment process. As a result, we have many long-term relationships with clients that have led to opportunities to assist them with multiple recruitments. CPS HR's communication continues once you have selected the new City Manager. We will contact the Mayor and the newly appointed City Manager within six months of appointment to ensure an effective transition has occurred. Aggressive, Proactive, and Robust Recruitment We take an aggressive approach in identifying and recruiting the best available candidates. There are those candidates who would gladly rise to the professional challenge and apply for this position; however, some of the best candidates are often not actively seeking a new position and may only consider a change once we present them with your opportunity. Evoking the sense of vision and opportunity in qualified persons is among the responsibilities of CPS HR, and we pride ourselves in our efforts to reach the best available potential candidates. We use advertisements, directly email the outreach brochure, post messages and connect with potential candidates on business media such as Linkedln, and of course, pick up the phone and call qualified individuals and referral sources. CPS HR CONSULTING Page 16 of 30 Proposal to City of Evanston Executive Recruitment for City Manager Diversity Outreach Process CPS HR strives to attract the most highly qualified, diverse candidate pool possible. We are pleased that our diligent efforts have resulted in more than 51% of our executive level placements being minority and/or female candidates within the past three years. Our City Manager search for the City of East Palo Alto is an excellent example of our diverse outreach process. The City's demographics are 6% White, 16% Black, 4% Asian, 7% Pacific Islander, 64% Hispanic, and 3% Other. It was a high priority of the Mayor and City Council to pursue and demonstrate a diverse outreach process. We accomplished this by advertising with organizations like the National Forum for Black Public Administrators and the Local Government Hispanic Network in order to reach these specific population groups. We also sought candidate referrals from local subject matter experts and the national leadership of groups like Women Leading Government. By taking the time to directly contact these influential industry experts, we ensured that we captured the maximum number of distinguished candidates — particularly those who are well-known in their industries, but who may not be actively looking for a new job. The result was an incredibly diverse finalist group and our successful placement was an experienced Hispanic candidate. The elected officials were quite pleased with the process and end result. In fact, one Councilmember mentioned that he had checked with neighboring communities behind the scenes regarding their recent recruitments and could confirm that our candidate pool was most impressive in comparison — likely in terms of quantity, quality, and diversity. CPS HR CONSULTING Page 16 Page 17 of 30 Proposal to City of Evanston Executive Recruitment for City Manager Methodology and Scope of Work Our proposed executive search process is designed to provide the City with the full range of services required to ensure the ultimate selection of a new City Manager uniquely suited to the City's needs. r __ —1 Phasel Develop Candidate Profile and Recruitment Strategy r __ —1 Aggressive, Proactive, and Robust Recruitment FIF-7 Phase L_ — Selection I Phase I: Our consultant will meet with the Mayor and City Council to ascertain the City's needs and ideal candidate attributes, to target our search efforts, and maximize candidate fit with the City. Phase II: The recruitment process is tailored to fit the City's specific wants and needs, with targeted advertising, combined with contacts with qualified individuals from our extensive database. Phase III: The selection process is customized for the City. CPS HR will work with the Mayor and City Council to determine the process best suited to the City of Evanston. Phase I - Develop Candidate Profile and Recruitment Strategy Task 1- Review and Finalize Executive Search Process and Schedule Task 2 - Key Stakeholder Meetings Task 3 - Candidate Profile and Recruitment Strategy Development Task 4 — Develop Recruitment Brochure The first step in this engagement is a thorough review of the City's needs, culture and goals; the executive search process; and the schedule. CPS HR will work in conjunction with the Mayor and City Council to determine an appropriate stakeholder and community engagement process that engages a broad range of input to inform the search. Stakeholder and community engagement can take several different forms such of anonymous online surveys, in -person community meetings, online community meetings, and meet and greet sessions, all designed to be inviting and inclusive. Activities will include: ■ Identifying key priorities for the new City Manager and the conditions and challenges likely to be encountered in achieving these priorities. CPS HR CONSULTING Page 18 of 30 Proposal to City of Evanston Executive Recruitment for City Manager ■ Describing the type of working relationship the Mayor and City Council wishes to establish with the City Manager. ■ Generating lists of specific competencies, experiences, and personal attributes needed by the new City Manager in light of the discussions above. ■ Discussing recruitment and selection strategies for the Mayor and City Council's consideration to best produce the intended results. CPS HR will provide a summary to the City stemming from these activities as an additional source of information for developing the candidate profile and selection criteria. Following the completion of these discussions, CPS HR will work with a professional graphic artist to design a recruitment brochure and present it to the City for review. Please refer to Appendix A for a sample brochure. Additional brochure examples are available on our website at www.cpshr.us/search. Phase II - Aggressive, Proactive, and Robust Recruitment Task 1— Place Advertisements Task 2 - Identify and Contact Potential Candidates Task 3 — Resume Review and Screening Interviews Task 4 — Mayor and City Council Selects Finalists The recruitment process is tailored to fit the City's specific wants and needs, with targeted advertising, combined with personal contacts with qualified individuals from our extensive database. CPS HR will prepare, submit for your approval, and publish advertisements on professional and affiliate websites to attract candidates on a nationwide, regional, local or targeted basis based on the recruitment strategy. Examples may include: • Public CEO • ICMA • Linkedln • Govern mentjobs.com • National League of Cities • Illinois Municipal League • Engaging Local Government Leaders • Careers in Government • National Forum for Black Public Administrator • Local Government Hispanic Network • League of Women in Government As a consulting firm that interacts with hundreds of public sector executives during engagements, we have a cadre of individuals who we inform of recruitments, both to increase the visibility of the opening and to attract appropriate individuals who fit the special needs of our client. CPS HR CONSULTING Page 18 Page 19 of 30 Proposal to City of Evanston Executive Recruitment for City Manager Communication with these professionals ensures that an accurate picture of the requirements of the job is apparent and proliferated throughout their professional networks. CPS HR is focused on reaching a diverse candidate pool and would recommend publications/websites that are targeted to minority and female candidates. In addition to placing ads on websites aimed at minority candidates, we will contact leaders within appropriate associations to gain their insight and referrals of possible candidates. Within the past three years, more than 51% of our executive level placements have been minority and/or female candidates. CPS HR will prepare an email distribution list containing prospective candidates and referral sources. These individuals will receive a link to the City Manager brochure along with a personal invitation to contact CPS HR should they have any questions about the position. CPS HR maintains a comprehensive, up-to-date database of industry leaders and experienced professionals; however, we do not rely solely upon our current database. We also conduct research to target individuals relevant to your specific needs and expectations to ensure that we are thorough in our efforts to market this position to the appropriate audience and to garner a diverse and quality pool of candidates. We will: ■ Convey a strong sense of the purpose and strategy of the City. For many talented individuals, understanding these aspects is one of the key motivators to compete in such an environment. ■ Provide guidance and resources to candidates regarding the area's cost of living, mean and median housing prices, higher education opportunities, K-12 education information, and other aspects of interest to those who are considering relocating to the area. ■ Actively seek highly qualified candidates who may be attracted by the prospect of collaboration with other departments, providing exceptional leadership to the City or continuing to ensure the public confidence in the integrity of the City. CPS HR will directly receive and initially screen all resumes. This screening process is specifically designed to assess the personal and professional attributes the City is seeking and will include a thorough review of each candidate's resume, and if applicable, supplemental questionnaire responses and other supporting materials. CPS HR will personally speak to selected candidates during a preliminary screening interview and will spend extensive time ascertaining each candidate's long-term career goals and reasons why the candidate is seeking this opportunity, as well as gaining a solid understanding of the candidate's technical competence and management philosophy. We will gather data on any other unique aspects specific to this recruitment based upon the candidate profile, as well as conduct internet research on each candidate interviewed. CPS HR CONSULTING Page 20 of 30 Proposal to City of Evanston Executive Recruitment for City Manager CPS HR will prepare a written report that summarizes the results of the recruitment process and recommends candidates for further consideration by the Mayor and City Council. Typically, the report will recommend five to eight highly qualified candidates and will include resumes and a profile on each interviewee's background. CPS HR will meet with the Mayor and City Council to review this report and to assist them in selecting a group of finalists for further evaluation. Phase III - Selection Task 1- Design Selection Process Task 2 - Administer Selection Process Task 3 — Final Preparation for Appointment Task 4 — Contract Negotiation (if requested) CPS HR will design a draft selection process based on information gathered in Phase I. We will meet with the City to review this process and discuss the City's preferred approach in assessing the final candidates. The selection process will typically include an in-depth interview with each candidate but may also include other selection assessments such as an oral presentation, preparation of written materials, and/or problem -solving exercises. We will coordinate all aspects of the selection process for the City. This includes preparing appropriate materials such as interview questions, evaluation manuals, and other assessment exercises; facilitating the interviews; assisting the City with deliberation of the results; and contacting both successful and unsuccessful candidates. Following the completion of the selection process, CPS HR will be available to complete the following components: ■ Arrange Follow-up Interviews/Final Assessment Process: Should the City wish to arrange follow-up interviews and/or conduct a final assessment in order to make a selection, CPS HR will coordinate this effort. ■ Conduct in -Depth Reference Checks: The in-depth reference checks are a comprehensive 360-degree evaluation process whereby we speak with current and previous supervisors, peers, and direct reports. (It is our policy to not contact current supervisors until a job offer is made, contingent upon that reference being successfully completed, so as not to jeopardize the candidates' current employment situation.) Candidates are requested to provide a minimum of five references. CPS HR is able to ascertain significant, detailed information from reference sources due to our commitment to each individual of confidentiality, which leads to a willingness to have an open and candid discussion and results in the best appointment for the City. A written (anonymous) summary of the reference checks is provided to the City. ■ Conduct Background Checks: Upon a conditional job offer, we will arrange for a CPS HR CONSULTING Page 110 Page 21 of 30 Proposal to City of Evanston Executive Recruitment for City Manager background check of a candidate's records on driving, criminal and civil court, credit history, education, published news, and other sensitive items. Should any negative or questionable content appear during these checks, CPS HR will have a discussion with the finalist(s) and will present a full picture of the situation to the City for further review. ■ Contract Negotiation (if requested): Successful negotiations are critically important, and we are available to serve as your representative in this process. With our expertise, we can advise you regarding current approaches to various components of an employment package. We can represent your interests with regards to salary, benefits, employment agreements, housing, relocation, and other aspects, with the ultimate goal of securing your chosen candidate. Timeline The project team CPS HR has selected is prepared to begin work upon receipt of a fully -executed contractual agreement. All search activities up to and including the selection of a new City Manager can be completed in 14 to 16 weeks. The precise schedule will depend on the placement of advertising, and the ability to schedule, as quickly as possible, the initial meeting. A proposed schedule of major milestones is presented below. CPS HR CONSULTING Page 111 Page 22 of 30 Proposal to City of Evanston Executive Recruitment for City Manager Our Executive Recruiting Team CPS HR has assembled a strong project team with each member possessing extensive recruiting experience and a direct, in-depth understanding of local government. Your executive recruitment team will be Ms. Pam Derby and Mr. David Niemeyer. They will work collectively to fulfill the City's needs in a timely and effective manner. We are committed to providing each of our clients the same level of service excellence, and we take great care not to take on more work than this commitment allows. We will not utilize subcontractors for these services. No staff members will be removed or replaced without the prior written concurrence of the City. Their biographies follow. Manager, Executive Recruitment Executive Recruiter David Niemeyer (916) 263-1401 dneimeyer@cpshr.us Team Biographies Pamela H. Derby, Manager, Executive Recruitment Since joining CPS HR Consulting in 2003, Pam Derby has conducted a wide range of recruitments for county, city, special district and association executives including city attorney, executive director, general manager, city manager, assistant and deputy city manager, police chief, community and economic development director, human resource director, finance director, city administrator, registrar of voters, library director, and director of information technology in addition to specialized support positions. Ms. Derby has just completed the City Manager recruitment for the City of Hercules and is currently conducting the City Manager recruitments for the cities of Surprise (AZ) and Columbia (MO) and the County Administrative Officer recruitment for the County of Yolo. Prior to joining CPS HR, Ms. Derby served as the Aide to the Yuba County Board of Supervisors serving as the Board's liaison to County Department Heads, the community, and the media. This experience provided her with a unique perspective into the special circumstances that exist in a Board/Council-Manager relationship and a keen awareness of the inner workings of local government. She is sensitive to balance the wants of the community with the needs of the client so as to tailor a recruitment process that reaches out to the most appropriate candidates and CPS HR CONSULTING Page 112 Page 23 of 30 Proposal to City of Evanston Executive Recruitment for City Manager ensures a diverse group of individuals from which to make a selection. She has successfully employed these techniques in jurisdictions ranging from under 10,000 to 10 million. Moreover, she employs a firmly -held personal philosophy that candidates must be treated with the same respect and careful consideration as her client. David J. Niemeyer, Executive Recruiter David Niemeyer brings an extensive experience in government services to the CPS HR Consulting Executive Recruitment team through his roles as Village Manager, City Manager, Village Administrator, and City Administrator/Assistant to the Mayor, all in the state of Illinois. Human resources and senior executive recruitment are areas that he excels in and thoroughly enjoys. Mr. Niemeyer led recruitments for over 15 department head vacancies as well as numerous other management positions. This included preparing recruitment profiles and brochures, screening candidates and creating a list of top candidates for the elected officials, developing interview questions, managing assessment centers, conducting background checks, and negotiating employment offers. His most recent large recruitment was for the police chief of Tinley Park which included a day long assessment center. Additionally, he has worked in a variety of different communities in terms of wealth, demographic, political stability, culture and differing goals. A candidate that is successful in one community may not be successful in other, and so it is important that a recruiter understands the importance of candidate fit in an organization. Mr. Niemeyer's experience in diverse communities will help in screening candidates that are a good match for an organization. CPS HR CONSULTING Page 113 Page 24 of 30 Proposal to City of Evanston Executive Recruitment for City Manager References Provided below is a partial list of clients we have recently worked with in providing similar executive recruitment services. We are confident that these public -sector clients will tout our responsiveness and ability to successfully place candidates that were a good fit for their organization's needs. City of Marysville 526 C Street Marysville, CA 95901 City Manager (2021) City of Dickinson 4403 Highway 3 Dickinson, TX 77539 City Manager (2021) City of Hercules 111 Civic Drive Hercules, CA 94547 City Manager (2021) City of Bozeman 121 N Rouse Ave. Bozeman, MT 59715 City Manager (2020) City of Reno 1 E. First Street Reno, NV 89505 City Manager (2020) CPS HR CONSULTING Chris Branscum, Mayor (530) 812-2260 cbranscum@marysville.ca.us Kerilyn Bascle (281) 337-6235 kbascle@ci.dickinson.tx.us Steven Falk, Interim City Manager (510) 799-8216 Sfalk@ci.hercules.ca.us Dennis Taylor, Interim City Manager (541) 729-5510 dmt4mt@aol.com Mark Gregersen, HR Director (775) 334-2285 gregersenm@reno.gov Page 25 of 30 Proposal to City of Evanston Executive Recruitment for City Manager Professional Fees Professional Services Our professional fixed fee covers all CPS HR services and deliverables associated with Phases I, II, and III of the recruitment process. Travel expenses for candidates who are invited forward in the interview process are not included. However, should the City desire CPS HR's Travel Team to assist with these arrangements, we are happy to do so. This might require an amount be added to our contract. *Professional fees would be billed and paid monthly. One -Year Service Guarantee If the employment of the candidate selected and appointed by the City as a result of a full executive recruitment (Phases I, ll, and 111) comes to an end before the completion of the first year of service, CPS HR will provide the City with professional services to appoint a replacement. Professional consulting services will be provided at no cost. The City would be responsible only for expenses such as re -advertising, consultant travel, additional background checks, etc. This guarantee does not apply to situations in which the successful candidate is promoted or re- assigned within the organization during the one-year period. Additionally, should the initial recruitment efforts not result in a successful appointment, CPS HR will extend the aggressive recruiting efforts and screen qualified candidates until an offer is made and accepted. CPS HR does not provide a guarantee for candidates placed as a result of a partial recruitment effort. CPS HR � CONSULTING We thank you for your consideration of our proposal. We are committed to providing high quality and expert solutions and look forward to partnering with the City of Evanston in this important endeavor. CPS HIR CONSULTING Page 115 Page 26 of 30 Proposal to City of Evanston Executive Recruitment for City Manager Appendix A: Sample Brochure CPS HR =CONSULTING Page116 Page 27 of 30 BECOME PART OF A COMMUNITY Established as a dynamite factory in the 1800s and incorporated in 1900, the City of Hercules sits on the northeastern shore of San Pablo Bay, conveniently located along the 1-80 corridor and a half hour drive to both San Francisco and Napa. The 26,500 residents represent a diverse mix of many ethnic groups. Primarily a suburban, family -oriented community, the City has bold plans for a growing town center, a lively new waterfront, and a new train and ferry terminal. Hercules offers residents a high level of municipal services for a small entity. The City provides a full range of recreational programs including youth/teen and adult activities, and year-round childcare. In the past the City hosted several major community events which attracted visitors from the regional area as well as local citizens, and the revival of these events is being considered.The City's Senior Center provides daily senior programs and activities and sponsors special community events and trips. Hercules maintains an abundance of open space areas and trails throughout the community, offering the opportunity for spotting various types of wildlife and affording dazzling views of the bay. Hercules also has two community and five neighborhood parks. Refugio Valley Park comprises 66 acres and aligns with a walking trail to theCity's Community Swim Center. The five neighborhood parks contain about 32 acres. The City also has approximately 950 acres of open space areas and trails distributed throughout the community. Together the open space areas and city parks account for approximately 1 /3 of the total land area within the City. Future plans include redeveloping the historic Hercules Point as a public waterfront park. Hercules is served by two public school districts: John Swett Unified School District and West Contra Costa Unified School District. Private elementary and secondary schools are also available in adjacent communities. At the post -secondary level, both public schools and private schools in the East Bay provide a variety of high - quality educational opportunities. The City Child Care Program provides before -and -after school day care and pre-school programs. Hercules is served by two major transportation routes (Interstate 80 and State Route 4). San Pablo Avenue, which bisects the City, is part of the Historic Highway 40, the main artery into town prior to Interstate 80 being built. With recent new growth and regionally implemented growth management plans, future improvements to these transportation corridors are planned. While there are plans for future ferry and train service, Hercules currently has a BARTowned Transit Center that offers a variety of transit options that help connect the City to the rest of the Bay Area including WestCat direct bus service to and from the Del Norte BART Station, the LYNX express bus service to and from San Francisco, and an active informal carpool/ride sharing option. �x 401 HER o� F r 74IFOR�� OPPORTUNITIES The FY2020-21 Budget outlined several key priorities for the City Manager including: • Identify and pursue grant opportunities for the Hercules Regional Intermodal Transit Center, including working with our regional partners, advancing the design ofthe next phases to ensure they are shovel ready, and building support for the project among key constituencies. • Ensure the successful build -out ofthe Waterfront Master Plan and the Bayfront, including guiding the construction and entitlement components of each phase, forming the Waterfront Parking entity; developing the required affordable housing implementation agreement; and working with the developer to ensure the completion of a vibrant and successful transportation -oriented development. • Expand the Citys Tax Base through new development, including the Safeway center (set to open in April 2021), the currently under construction Willow Avenue Auto Service and Self -Storage center, the Sycamore Crossing development including a hotel and retail components, the Hilltown residential project, and identifying and pursuing other opportunities such as the possible reuse ofthe Franklin Canyon Golf Course site. CPS HR �CONSULTING Proposal to City of Evanston Executive Recruitment for City Manager Page119 THE IDEAL CANDIDATE { 'Wr The City Council is seeking an ethical, dedicated public servant who has integrity and fortitude, with strong finance skills, who embraces transparency and open government. The ideal candidate will: Exhibit an engaging style and bean open, honest communicator willing to be available to the Council, community, and city stakeholders. Bring considerable small -medium size city experience in order to embrace innovative strategies to provide an array of municipal services while dealing with the realities of municipal budget constraints. Possess well-rounded city management skills and be comfortable in this small organization, hands-on role. You can be dealing with economic development one moment and transportation funding the next. » Be a good listener who knows when to listen, when to add perspective and when to tell the Council,'no: • Hit the ground running and not be afraid to jump in even if that means making a mistake. Develop, maintain, and understand the importance of strong relationships with city corporate partners. Believe in the city manager's leadership team and their ability to make and own their decisions. >> Possess the political aptitude to anticipate issues of concern. Help the City maintain focus in order to accomplish meaningful change and not lose momentum despite having various priorities. EDUCATION AND EXPERIENCE The ideal candidate will possess no less than five (5) years of increasingly responsible experience performing complex budgetary, financial, policy, and organizational analysis duties. Experience working directly with an elected councilor board is preferred. A Bachelor's degree in business, public administration, or a related field is expected, with a Master's degree preferred. or— 7 L