HomeMy WebLinkAboutAGENDA REPORT 2019 0320 CCSA REG ITEM 10DCITY OF MOORPARK,
CALIFORNIA
City Council Meeting
of March 20, 2019
ACTION Approved Staff
Recommendation, Including
Adoption of Resolution No.
2019-3799.
BY B.Garza
D. Consider Resolution Amending the Fiscal Year 2018-19 Budget for City Finance
Director Recruitment Services and Approve an Agreement with Ralph Andersen
& Associates. Staff Recommendation: 1) Adopt Resolution No. 2019-____,
amending the Fiscal Year 2018-19 Budget for the Finance Director recruitment
services; and 2) Approve an Agreement with Ralph Andersen & Associates for
Finance Director recruitment services, subject to final language approval by the
City Manager. ROLL CALL VOTE REQUIRED (Staff: Deborah Traffenstedt)
Item: 10.D.
Item: 10.D.
MOORPARK CITY COUNCIL
AGENDA REPORT
TO: Honorable City Council
FROM: Deborah S. Traffenstedt, Assistant City Manager
DATE: 03/20/2019 Regular Meeting
SUBJECT: Consider Resolution Amending the Fiscal Year 2018-19 Budget for City
Finance Director Recruitment Services and Approve an Agreement with
Ralph Andersen & Associates
BACKGROUND
The City’s current Finance Director, who also serves as City Treasurer, has announced his
last day of work for the City of Moorpark will be March 29, 2019. At this time, staff is
recommending that the City Council approve a resolution amending the Fiscal Year 2018-19
Budget to provide funding to retain a recruitment services company to assist with the
recruitment for this key department head position, and to approve an agreement with Ralph
Andersen & Associates to provide these services. Ralph Andersen & Associates has over 26
years of experience conducting searches for municipal and special district executives,
including many recruitments over the last five years for finance related positions such as
Director of Finance, Finance Director, and Chief Financial Officer for various public agencies.
DISCUSSION
A draft Fiscal Year 2018-19 Budget amendment resolution is attached (Attachment 1) to fund
the recruitment services. A draft agreement is also attached (Attachment 2) and includes a
copy of the Ralph Andersen & Associates proposal, which includes a total combined
professional services and reimbursable expenses fee amount of $24,900. Although no
additional costs are currently anticipated, staff is recommending a contingency amount of
$1,000 be additionally approved at this time, for a total budgeted amount of $25,900. Use of
the contingency funds would require an amendment to the agreement, and would only be
used if needed, such as if an additional background check was required beyond what was
already included in the proposal. The Ralph Andersen proposal does include two days of
meetings/interviews onsite and reference and credit checks on up to two final candidates,
which should be sufficient. The estimated maximum recruitment time is completion in 90
days, and the recruitment schedule will be determined in collaboration with the City of
Moorpark.
85
Honorable City Council
03/20/2019 Regular Meeting
Page 2
FISCAL IMPACT
The recruitment services would need to be funded by amending the Fiscal Year 2018-19
Budget to allocate $25,900 from the General Fund Reserve to the Human Resources/Risk
Management Division Contractual Services expense account.
STAFF RECOMMENDATION ROLL CALL VOTE
1. Adopt Resolution No. 2019-____, amending the Fiscal Year 2018-19 Budget for the
Finance Director recruitment services; and
2. Approve an Agreement with Ralph Andersen & Associates for Finance Director
recruitment services, subject to final language approval by the City Manager.
Attachments:
1. Draft Resolution
2. Draft Agreement for Recruitment Services, including Ralph Andersen & Associates
Proposal
86
Attachment 1
RESOLUTION NO. 2019-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
MOORPARK, CALIFORNIA, AMENDING THE FISCAL
YEAR 2018-19 BUDGET APPROPRIATING AN
ADDITIONAL $25,900 FROM THE GENERAL FUND (1000)
FOR RECRUITMENT SERVICES
WHEREAS, on June 20, 2018, the City Council adopted the Operating and
Capital Improvement Budget for Fiscal Year 2018/19; and
WHEREAS, a staff report has been presented to City Council regarding Finance
Director recruitment services; and
WHEREAS, a budget amendment of $25,900 is required from the General Fund
(1000) to fund this recruitment; and
WHEREAS, Exhibit “A” hereof describes said budget amendment and the
resulting impact to the budget line items.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF MOORPARK
DOES HEREBY RESOLVE AS FOLLOWS:
SECTION 1. A budget amendment of $25,900 from the General Fund (1000) as
more particularly described in Exhibit “A”, attached hereto is hereby approved.
SECTION 2. The City Clerk shall certify to the adoption of this resolution and
shall cause a certified resolution to be filed in the book of original resolutions.
PASSED AND ADOPTED this 20th day of March, 2019.
Janice S. Parvin, Mayor
ATTEST:
Maureen Benson, City Clerk
Attachment: Exhibit A – Budget Amendment
87
Resolution No. 2019-
Page 2
EXHIBIT A
BUDGET AMENDMENT FROM THE GENERAL FUND (1000) FOR
RECRUITMENT SERVICES
FISCAL YEAR 2018/19
FUND ALLOCATION FROM:
FUND TITLE FUND/ACCOUNT NUMBER AMOUNT
General Fund 1000-000-00000-33990 25,900.00$
Total 25,900.00$
DISTRIBUTION OF APPROPRIATION TO EXPENSE ACCOUNTS:
Budget Unit/Account Number
Current
Budget Revision
Adjusted
Budget
1000-133-00000-51000 54,200.00$ 25,900.00$ 80,100.00$
Total 54,200.00$ 25,900.00$ 80,100.00$
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Attachment 2
AGREEMENT BETWEEN THE CITY OF MOORPARK
AND RALPH ANDERSEN & ASSOCIATES
FOR RECRUITMENT SERVICES
THIS AGREEMENT, is made and effective as of this ______ day of
____________________, 2019, between the City of Moorpark, a municipal corporation
(“City”) and Ralph Andersen & Associates a California corporation (“Consultant”). In
consideration of the mutual covenants and conditions set forth herein, the parties agree
as follows:
WHEREAS, City has the need for recruitment services for the position of Finance
Director and serving as City Treasurer; and
WHEREAS, Consultant specializes in providing such services and has the proper
work experience, certifications, and background to carry out the duties involved; and
WHEREAS, Consultant has submitted to City a Proposal dated March 13, 2019,
which is attached hereto as Exhibit B.
NOW, THEREFORE, in consideration of the mutual covenants, benefits, and
premises herein stated, the parties hereto agree as follows:
1. TERM
The term of this Agreement shall be from the date of execution to completion of
the work identified in the Scope of Services and in conformance with Exhibit B, unless
this Agreement is terminated or suspended pursuant to this Agreement.
2. SCOPE OF SERVICES
City does hereby retain Consultant, as an independent contractor, in a
contractual capacity to provide recruitment services, as set forth in Exhibit B. In the
event there is a conflict between the provisions of Exhibit B and this Agreement, the
language contained in this Agreement shall take precedence.
Consultant shall perform the tasks described and set forth in Exhibit B.
Consultant shall complete the tasks according to the schedule of performance, which is
also set forth in Exhibit B.
Compensation for the services to be performed by Consultant shall be in
accordance with Exhibit B. Compensation shall not exceed the rates or total contract
value of twenty-four thousand nine hundred dollars ($24,900.00) as stated in Exhibit B,
plus a contingency of one thousand dollars ($1,000), for a total contract value of twenty-
five thousand nine hundred dollars ($25,900) without a written amendment to the
Agreement executed by both parties. Payment by City to Consultant shall be in
accordance with the provisions of this Agreement.
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3. PERFORMANCE
Consultant shall at all times faithfully, competently and to the best of their ability,
experience, standard of care, and talent, perform all tasks described herein. Consultant
shall employ, at a minimum, generally accepted standards and practices utilized by
persons engaged in providing similar services as are required of Consultant hereunder
in meeting its obligations under this Agreement.
4. MANAGEMENT
The individual directly responsible for Consultant’s overall performance of the
Agreement provisions herein above set forth and to serve as principal liaison between
City and Consultant shall be Greg Nelson and no other individual may be substituted
without the prior written approval of the City Manager or his/her designee.
The City’s contact person in charge of administration of this Agreement, and to
serve as principal liaison between Consultant and City, shall be the Assistant City
Manager or other City Manager designee.
5. PAYMENT
Taxpayer ID or Social Security numbers must be provided, on an IRS W-9 form,
before payments may be made to vendors.
The City agrees to pay Consultant in accordance with the payment rates and
terms and the schedule of payment as set forth in Exhibit B. This amount shall not
exceed twenty-four thousand nine hundred dollars ($24,900.00), as stated in Exhibit B,
for the total term of the Agreement, unless additional payment is approved in writing by
the City Manager or his/her designee of all or a portion of the contingency amount of
one thousand dollars ($1,000.00). City Council approval shall be required for a written
amendment that exceeds the contingency amount.
Consultant shall not be compensated for additional services rendered in
connection with its performance of this Agreement, unless such additional services and
compensation are authorized, in advance, in a written amendment to the agreement
executed by both parties.
Consultant shall submit invoices for actual services performed in accordance with
Exhibit B. Payment shall be made within thirty (30) days of receipt of each invoice as to
all non-disputed fees. Any expense or reimbursable cost appearing on any invoice shall
be accompanied by a receipt or other documentation subject to approval of the City
Manager or his/her designee. If the City disputes any of Consultant’s fees or expenses it
shall give written notice to Consultant within thirty (30) days of receipt of any disputed
fees set forth on the invoice.
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6. TERMINATION OR SUSPENSION WITHOUT CAUSE
The City may at any time, for any reason, with or without cause, suspend or
terminate this Agreement, or any portion hereof, by serving upon the Consultant at least
ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall
immediately cease all work under this Agreement, unless the notice provides otherwise.
If the City suspends or terminates a portion of this Agreement such suspension or
termination shall not make void or invalidate the remainder of this Agreement.
The Consultant may terminate this Agreement only by providing City with written
notice no less than thirty (30) days in advance of such termination.
In the event this Agreement is terminated or suspended pursuant to this Section,
the City shall pay to Consultant the actual value of the work performed up to the time of
termination or suspension, provided that the work performed is of value to the City.
Upon termination or suspension of the Agreement pursuant to this Section, the
Consultant will submit an invoice to the City pursuant to this Agreement.
7. DEFAULT OF CONSULTANT
The Consultant’s failure to comply with the provisions of this Agreement shall
constitute a default. In the event that Consultant is in default for cause under the terms
of this Agreement, City shall have no obligation or duty to continue compensating
Consultant for any work performed after the date of default and can terminate or
suspend this Agreement immediately by written notice to the Consultant. If such failure
by the Consultant to make progress in the performance of work hereunder arises out of
causes beyond the Consultant’s control, and without fault or negligence of the
Consultant, it shall not be considered a default.
If the City Manager or his/her designee determines that the Consultant is in
default in the performance of any of the terms or conditions of this Agreement, designee
shall cause to be served upon the Consultant a written notice of the default. The
Consultant shall have five (5) days after service upon it of said notice in which to cure
the default by rendering a satisfactory performance. In the event that the Consultant
fails to cure its default within such period of time, the City shall have the right,
notwithstanding any other provision of this Agreement, to terminate this Agreement
without further notice and without prejudice to any other remedy to which it may be
entitled at law, in equity or under this Agreement.
8. LIQUIDATED DAMAGES
There are no liquidated damages for this Agreement.
9. OWNERSHIP OF DOCUMENTS
Consultant shall maintain complete and accurate records with respect to costs,
expenses, receipts, and other such information required by City that relate to the
performance of services under this Agreement. Consultant shall maintain adequate
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records of services provided in sufficient detail to permit an evaluation of services. All
such records shall be maintained in accordance with generally accepted accounting
principles and shall be clearly identified and readily accessible. Consultant shall provide
free access to the representatives of City or the City’s designees at reasonable times to
such books and records; shall give the City the right to examine and audit said books
and records; shall permit City to make transcripts therefrom as necessary; and shall
allow inspection of all work, data, documents, proceedings, and activities related to this
Agreement. Notification of audit shall be provided at least thirty (30) days before any
such audit is conducted. Such records, together with supporting documents, shall be
maintained for a period of three (3) years after receipt of final payment.
Upon completion of, or in the event of termination or suspension without cause of
this Agreement, all original documents and computer files prepared in the course of
providing the services to be performed pursuant to this Agreement shall become the
sole property of the City and may be used, reused, or otherwise disposed of by the City
without the permission of the Consultant. With respect to computer files, Consultant
shall make available to the City, at the Consultant’s office and upon reasonable written
request by the City, the necessary computer software and hardware for purposes of
accessing, compiling, transferring, and printing computer files.
10. INDEMNIFICATION AND HOLD HARMLESS
Consultant shall indemnify, defend and hold harmless City, and any and all of its
officers, employees, and agents (“City Indemnitees”) from and against any and all
causes of action, claims, liabilities, obligations, judgments, or damages, including
reasonable legal counsels’ fees and costs of litigation (“claims”), arising out of the
Consultant’s performance of its obligations under this Agreement or out of the
operations conducted by Consultant, including the City’s active or passive negligence,
except for such loss or damage arising from the sole negligence or willful misconduct of
the City. In the event the City Indemnitees are made a party to any action, lawsuit, or
other adversarial proceeding arising from Consultant’s performance of this Agreement,
the Consultant shall provide a defense to the City Indemnitees or at the City’s option
reimburse the City Indemnitees their costs of defense, including reasonable legal
counsels’ fees incurred in defense of such claims.
Consultant agrees to obtain executed indemnity agreements with provisions
identical to those set forth in this Section from each and every subconsultant, or any
other person or entity involved by, for, with, or on behalf of Consultant in the
performance of this Agreement. In the event Consultant fails to obtain such indemnity
obligations from others as required here, Consultant agrees to be fully responsible
according to the terms of this Section. Failure of City to monitor compliance with these
requirements imposes no additional obligations on City and will in no way act as a
waiver of any rights hereunder. This obligation to indemnify and defend City as set forth
here is binding on the successors, assigns, or heirs of Consultant and shall survive the
termination of this Agreement or this Section.
City does not and shall not waive any rights that it may have against Consultant
by reason of this Section, because of the acceptance by City, or the deposit with City, of
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any insurance policy or certificate required pursuant to this Agreement. The hold
harmless and indemnification provisions shall apply regardless of whether or not said
insurance policies are determined to be applicable to any losses, liabilities, damages,
costs, and expenses described in this Section.
11. INSURANCE
Consultant shall maintain prior to the beginning of and for the duration of this
Agreement insurance coverage as specified in Exhibit A attached hereto and
incorporated herein by this reference as though set forth in full.
12. INDEPENDENT CONSULTANT
Consultant is and shall at all times remain as to the City a wholly independent
contractor. The personnel performing the services under this Agreement on behalf of
Consultant shall at all times be under Consultant’s exclusive direction and control.
Neither City nor any of its officers, employees, or agents shall have control over the
conduct of Consultant or any of Consultant’s officers, employees, or agents, except as
set forth in this Agreement. Consultant shall not at any time or in any manner represent
that it or any of its officers, employees, or agents are in any manner officers,
employees, or agents of the City. Consultant shall not incur or have the power to incur
any debt, obligation, or liability against City, or bind City in any manner.
No employee benefits shall be available to Consultant in connection with the
performance of this Agreement. Except for the fees paid to Consultant as provided in
the Agreement, City shall not pay salaries, wages, or other compensation to Consultant
for performing services hereunder for City. City shall not be liable for compensation or
indemnification to Consultant for injury or sickness arising out of performing services
hereunder.
13. LEGAL RESPONSIBILITIES
The Consultant shall keep itself informed of local, state and federal laws and
regulations which in any manner affect those employed by it or in any way affect the
performance of its service pursuant to this Agreement. The Consultant shall at all times
observe and comply with all such laws and regulations, including but not limited to the
Americans with Disabilities Act and Occupational Safety and Health Administration laws
and regulations. The City, and its officers and employees, shall not be liable at law or in
equity occasioned by failure of the Consultant to comply with this Section.
14. ANTI DISCRIMINATION
Neither the Consultant, nor any subconsultant under the Consultant, shall
discriminate in employment of persons upon the work because of race, religious creed,
color, national origin, ancestry, physical disability, mental disability, medical condition,
genetic information, marital status, sex, gender, gender identity, gender expression,
age, sexual orientation, or military and veteran status of such person; or any other basis
protected by applicable federal, state, or local law, except as provided in Section 12940
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of the Government Code. The Consultant shall have responsibility for compliance with
this Section, if applicable [Labor Code Sec. 1735].
15. UNDUE INFLUENCE
Consultant declares and warrants that no undue influence or pressure is used
against or in concert with any officer or employee of the City in connection with the
award, terms or implementation of this Agreement, including any method of coercion,
confidential financial arrangement, or financial inducement. No officer or employee of
the City will receive compensation, directly or indirectly from Consultant, or any officer,
employee or agent of Consultant, in connection with the award of this Agreement or any
work to be conducted as a result of this Agreement. Violation of this Section shall be a
material breach of this Agreement entitling the City to any and all remedies at law or in
equity.
16. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES
No member, officer, or employee of the City, or their designees or agents, and no
public official who exercises authority over or responsibilities with respect to the
Services during his/her tenure or for one (1) year thereafter, shall have any interest,
direct or indirect, in any agreement or sub-agreement, or the proceeds thereof, for work
to be performed in connection with the Services performed under this Agreement.
17. CONFLICT OF INTEREST
The Consultant covenants and agrees that if Consultant intends to provide
service or enter into any contract with any developer(s) and/or public agency(ies)
owning property and/or processing an entitlement application for property in the City or
its Area of Interest, during the Term of this Agreement, Consultant shall immediately
notify the City, in writing, informing the City of the nature of the contract, prior to
commencing with any work or entering into such contract. The City Manager shall
determine whether a potential conflict of interest exists, and if his/her determination is
that a conflict of interest is applicable, he/she may deny the Consultant’s request to
provide service or enter into any contract in violation of this Agreement for the term of
this Agreement.
18. NOTICE
Any notice to be given pursuant to this Agreement shall be in writing, and all such
notices and any other document to be delivered shall be delivered by personal service
or by deposit in the United States mail, certified or registered, return receipt requested,
with postage prepaid, and addressed to the party for whom intended as follows:
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To: City Manager
City of Moorpark
799 Moorpark Avenue
Moorpark, CA 93021
To: Heather Renschler
Ralph Andersen & Associates
5800 Stanford Ranch Road, Suite 410
Rocklin, CA 95765
Either party may, from time to time, by written notice to the other, designate a
different address or contact person, which shall be substituted for the one above
specified. Notices, payments and other documents shall be deemed delivered upon
receipt by personal service or as of the third (3rd) day after deposit in the United States
mail.
19. CHANGE IN NAME
Should a change be contemplated in the name or nature of the Consultant’s legal
entity, the Consultant shall first notify the City in order that proper steps may be taken to
have the change reflected in the Agreement documents.
20. ASSIGNMENT
Consultant shall not assign this Agreement or any of the rights, duties or
obligations hereunder. It is understood and acknowledged by the parties that Consultant
is uniquely qualified to perform the services provided for in this Agreement.
21. LICENSES
At all times during the term of this Agreement, Consultant shall have in full force
and effect, all licenses required of it by law for the performance of the services in this
Agreement.
22. VENUE AND GOVERNING LAW
This Agreement is made, entered into, and executed in Ventura County,
California, and any action filed in any court or for arbitration for the interpretation,
enforcement or other action of the terms, conditions, or covenants referred to herein
shall be filed in the applicable court in Ventura County, California. The City and
Consultant understand and agree that the laws of the State of California shall govern
the rights, obligations, duties, and liabilities of the parties to this Agreement and also
govern the interpretation of this Agreement.
23. COST RECOVERY
In the event any action, suit or proceeding is brought for the enforcement of, or
the declaration of any right or obligation pursuant to this Agreement or as a result of any
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alleged breach of any provision of this Agreement, the prevailing party shall be entitled
to recover its costs and expenses from the losing party, and any judgment or decree
rendered in such a proceeding shall include an award thereof.
24. ARBITRATION
Cases involving a dispute between City and Consultant may be decided by an
arbitrator if both sides agree in writing, with costs proportional to the judgment of the
arbitrator.
25. ENTIRE AGREEMENT
This Agreement and the Exhibits attached hereto contain the entire
understanding between the parties relating to the obligations of the parties described in
this Agreement. All prior or contemporaneous agreements, understandings,
representations, and statements, oral or written, are merged into this Agreement and
shall be of no further force or effect. Each party is entering into this Agreement based
solely upon the representations set forth herein and upon each party’s own independent
investigation of any and all facts such party deems material.
26. CAPTIONS OR HEADINGS
The captions and headings of the various Articles, Paragraphs, and Exhibits of
this Agreement are for convenience and identification only and shall not be deemed to
limit or define the content of the respective Articles, Paragraphs, and Exhibits hereof.
27. AMENDMENTS
Any amendment, modification, or variation from the terms of this Agreement shall
be in writing and shall be effective only upon approval by both parties to this Agreement.
28. PRECEDENCE
In the event of conflict, the requirements of the City’s Request for Proposal, if
any, and this Agreement shall take precedence over those contained in the Consultant’s
Proposal.
29. INTERPRETATION OF AGREEMENT
Should interpretation of this Agreement, or any portion thereof, be necessary, it is
deemed that this Agreement was prepared by the parties jointly and equally, and shall
not be interpreted against either party on the ground that the party prepared the
Agreement or caused it to be prepared.
30. WAIVER
No waiver of any provision of this Agreement shall be deemed, or shall
constitute, a waiver of any other provision, whether or not similar, nor shall any such
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waiver constitute a continuing or subsequent waiver of the same provision. No waiver
shall be binding unless executed in writing by the party making the waiver.
31. AUTHORITY TO EXECUTE
The person or persons executing this Agreement on behalf of the Consultant
warrants and represents that he/she has the authority to execute this Agreement on
behalf of the Consultant and has the authority to bind Consultant to the performance of
obligations hereunder.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed the day and year first above written.
CITY OF MOORPARK RALPH ANDERSEN & ASSOCIATES
__________________________________ __________________________________
Troy Brown, City Manager Heather Renschler, President/CEO
Attest:
__________________________________
Maureen Benson, City Clerk
Attachments:
Exhibit A – Insurance Requirements
Exhibit B – Ralph Andersen & Associates Proposal dated 3/13/2019
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Exhibit A
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of Work, Consultant will maintain
insurance in conformance with the requirements set forth below. Consultant will use existing
coverage to comply with these requirements. If that existing coverage does not meet
requirements set forth here, Consultant agrees to amend, supplement or endorse the
existing coverage to do so. Consultant acknowledges that the insurance coverage and
policy limits set forth in this section constitute the minimum amount of coverage required.
Any insurance proceeds available to the City in excess of the limits and coverage required
in this Agreement and which is applicable to a given loss, will be available to the City.
Consultant shall provide the following types and amounts of insurance:
Commercial General Liability Insurance using Insurance Services Office (ISO) “Commercial
General Liability” policy form CG 00 01 or the exact equivalent. Defense costs must be paid
in addition to limits. There shall be no cross liability exclusion for claims or suits by one
insured against another. Limits are subject to review but in no event less than $1,000,000
per occurrence for all covered losses and no less than $2,000,000 general aggregate.
Business Auto Coverage on ISO Business Auto Coverage form CA 00 01 including symbol
1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event to be less
than $1,000,000 per accident. If Consultant owns no vehicles, this requirement may be
satisfied by a non-owned auto endorsement to the general liability policy described above. If
Consultant or Consultant’s employees will use personal autos in any way on this project,
Consultant shall provide evidence of personal auto liability for each such person.
Workers’ Compensation on a state-approved policy form providing statutory benefits as
required by law with employer’s liability limits no less than $1,000,000 per accident or
disease.
Excess or Umbrella Liability Insurance (Over Primary) if used to meet limit requirements,
shall provide coverage at least as broad as specified for the underlying coverages.
Coverage shall be provided on a “pay on behalf” basis, with defense costs payable in
addition to policy limits. Policy shall contain a provision obligating insurer at the time
insured’s liability is determined, not requiring actual payment by the insured first. There shall
be no cross liability exclusion precluding coverage for claims or suits by one insured against
another. Coverage shall be applicable to the City for injury to employees of Consultant,
subconsultants or others involved in the Work. The scope of coverage provided is subject to
approval by the City following receipt of proof of insurance as required herein. Limits are
subject to review but in no event less than $1,000,000 aggregate.
Insurance procured pursuant to these requirements shall be written by insurers that are
admitted carriers in the State of California and with an A.M. Bests rating of A- or better and
a minimum financial size of VII.
General conditions pertaining to provision of insurance coverage by Consultant. Consultant
and the City agree to the following with respect to insurance provided by Consultant:
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1. Consultant agrees to have its insurer endorse the third party general liability coverage
required herein to include as additional insureds the City, its officials, employees, and
agents, using standard ISO endorsement CG 2010 with an edition prior to 1992.
Consultant also agrees to require all consultants and subconsultants to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall prohibit
Consultant, or Consultant’s employees, or agents, from waiving the right to
subrogation prior to a loss. Consultant agrees to waive subrogation rights against the
City regardless of the applicability of any insurance proceeds, and to require all
consultants and subconsultants to do likewise.
3. All insurance coverage and limits provided by Consultant and available or applicable
to this Agreement are intended to apply to the full extent of the policies. Nothing
contained in this Agreement or any other agreement relating to the City or its operation
limits the application of such insurance coverage.
4. None of the coverages required herein will be in compliance with these requirements if
they include limiting endorsement of any kind that has not been first submitted to the
City and approved in writing.
5. No liability policy shall contain any provision or definition that would serve to eliminate
so-called “third party action over” claims, including any exclusion for bodily injury to an
employee of the insured or of any consultant or subconsultant.
6. All coverage types and limits required are subject to approval, modification, and
additional requirements by the City, as the need arises. Consultant shall not make any
reductions in scope of coverage (e.g. elimination of contractual liability or reduction of
discovery period) that may affect the City’s protection without the City’s prior written
consent.
7. Proof of compliance with these insurance requirements, consisting of certificates of
insurance evidencing all of the coverages required and an additional insured
endorsement to Consultant’s general liability policy, shall be delivered to city at or prior
to the execution of this Agreement. In the event such proof of any insurance is not
delivered as required, or in the event such insurance is canceled or reduced at any
time and no replacement coverage is provided, the City has the right, but not the duty,
to obtain any insurance it deems necessary to protect its interests under this or any
other Agreement and to pay the premium. Any premium so paid by the City shall be
charged to and promptly paid by Consultant or deducted from sums due Consultant, at
the City’s option.
8. Certificate(s) are to reflect that the insurer will provide 30 days notice to the City of any
cancellation or reduction of coverage. Consultant agrees to require its insurer to
modify such certificates to delete any exculpatory wording stating that failure of the
insurer to mail written notice of cancellation or reduction of coverage imposes no
obligation, or that any party will “endeavor” (as opposed to being required) to comply
with the requirements of the certificate.
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9. It is acknowledged by the parties of this Agreement that all insurance coverage
required to be provided by Consultant or any subconsultant, is intended to apply first
and on a primary, non-contributing basis in relation to any other insurance or self-
insurance available to the City.
10. Consultant agrees to ensure that subconsultants, and any other party involved with the
Work who is brought onto or involved in the Work by Consultant, provide the same
minimum insurance required of Consultant. 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 section. Consultant agrees that
upon request, all agreements with subconsultants and others engaged in the Work will
be submitted to the City for review.
11. Consultant agrees not to self-insure or to use any self-insured retentions or
deductibles on any portion of the insurance required herein and further agrees that it
will not allow any consultant, subconsultant, Architect, Engineer, or other entity or
person in any way involved in the performance of Work contemplated by this
Agreement to self-insure its obligations to the City. If Consultant’s existing coverage
includes a deductible or self-insured retention, the deductible or self-insured retention
must be declared to the City. At that time, the City shall review options with the
Consultant, which may include reduction or elimination of the deductible or self-
insured retention, substitution of other coverage, or other solutions.
12. The City reserves the right at any time during the term of the Agreement to change the
amounts and types of insurance required by giving the Consultant 90 days advance
written notice of such change. If such change results in substantial additional cost to
the Consultant, the City will negotiate additional compensation proportional to the
increased benefit to the City.
13. For purposes of applying insurance coverage only, this Agreement will be deemed to
have been executed immediately upon any party hereto taking any steps that can be
deemed to be in furtherance of or towards performance of this Agreement.
14. Consultant acknowledges and agrees that any actual or alleged failure on the part of
the City to inform Consultant of non-compliance with an insurance requirement in no
way imposes any additional obligations to the City nor does it waive any rights
hereunder in this or any other regard.
15. Consultant will renew the required coverage annually as long as the City, or its
employees or agents face an exposure from operations of any type pursuant to this
Agreement. This obligation applies whether or not the Agreement is canceled or
terminated for any reason. Termination of this obligation is not effective until the City
executes a written statement to that effect.
16. Consultant shall provide proof that policies of insurance required herein expiring
during the term of this Agreement have been renewed or replaced with other policies
providing at least the same coverage. Proof that such coverage has been ordered
shall be submitted prior to expiration. As coverage binder or letter from Consultant’s
insurance agent to this effect is acceptable. A certificate of insurance and/or additional
insured endorsement as required in these specifications applicable to the renewing or
2019 Ralph Andersen & Associates Page 12 of 13
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new coverage must be provided to the City within five days of the expiration of
coverage.
17. The provisions of any Workers’ Compensation or similar act will not limit the
obligations of Consultant under this Agreement. Consultant expressly agrees not to
use any statutory immunity defenses under such laws with respect to the City, its
employees, officials, and agents.
18. Requirements of specific coverage features or limits contained in this section are not
intended as limitations on coverage, limits, or other requirements nor as a waiver of
any coverage normally provided by any given policy. Specific reference to a given
coverage feature is for purposes of clarification only as it pertains to a given issue, and
is not intended by any party or insured to be limiting or all-inclusive.
19. These insurance requirements are intended to be separate and distinct from any other
provision in this Agreement and are intended by the parties here to be interpreted as
such.
20. The requirements in this section supersede all other sections and provisions of this
Agreement to the extent that any other section or provision conflicts or impairs the
provisions of this section.
21. Consultant agrees to be responsible for ensuring that no contract used by any party
involved in any way with the Work reserves the right to charge the City or Consultant
for the cost of additional insurance coverage required by this Agreement. Any such
provisions are to be deleted with reference to the City. It is not the intent of the City to
reimburse any third party for the cost of complying with these requirements. There
shall be no recourse against the City for payment of premiums or other amounts with
respect thereto.
22. Consultant agrees to provide immediate notice to City of any claim or loss against
Consultant arising out of the work performed under this Agreement. The City assumes
no obligation or liability by such notice, but has the right (but not the duty) to monitor
the handling of any such claim or claims if they are likely to involve the City.
2019 Ralph Andersen & Associates Page 13 of 13
101
5800 Stanford Ranch Road
Suite 410
Rocklin, California 95765
916.630.4900
www.ralphandersen.com
March 13, 2019
Mr. Troy Brown
City Manager
City of Moorpark
799 Moorpark Avenue
Moorpark, CA 93021
Via Email: DTraffenstedt@MoorparkCA.gov
RE: Recruitment for the position of Finance Director
Dear Mr. Brown:
Ralph Andersen & Associates is pleased to submit our proposal to provide executive search services
for the City of Moorpark. Having previously led the searches for the City’s Public Works Director/City
Engineer and City Manager, we would look forward to again working with the City to recruit for its
new Finance Director.
In a period of historically strong employment, talent is increasingly scare and the field of public sector
finance is among the most difficult to successfully recruit from. Extensive personal outreach, coupled
with a sound understanding of the position and the environment, are needed to locate and attract
talented candidates. Ralph Andersen & Associates is currently engaged in a number of public sector
finance recruitments and has developed extensive networks across this sector.
If selected to recruit the City of Moorpark’s next Finance Director, Ralph Andersen & Associates will
assign Mr. Greg Nelson, Vice President of Ralph Andersen & Associates, as the Project Director.
Mr. Nelson recently worked with the City in the recruitment if its City Manager, providing a recent
understanding of the issues facing the City, as well as insight into the principles and culture of the
City – attributes that will be used to help recruit and screen candidates for the right fit.
The executive recruitment techniques used by Ralph Andersen & Associates have been developed
and used successfully with hundreds of public sector clients for more than 47 years. We are prepared
to put forth a dedicated and considerable effort using all of our resources to ensure that this
recruitment is highly successful.
Thank you very much for your consideration of this proposal. I am reachable at (916) 630-4900
should you have any questions or need further clarification.
Respectfully Submitted,
Heather Renschler
President/CEO
102
5800 Stanford Ranch Road
Suite 410
Rocklin, California 95765
916.630.4900
www.ralphandersen.com
Executive Summary
Attracting top talent has never been more complex and Ralph Andersen & Associates is highly
qualified to assist the City of Moorpark with recruiting its new Finance Director. Since 1972, we have
conducted more successful executive recruitments than any other firm. Our involvement in the
search process is complete – from helping create a competency-based interviewing framework for
the new Finance Director to assessing candidates and attracting top community development
professionals, our search professionals offer an unparalleled depth of experience, national reach,
and industry knowledge.
The City has requested our Proposal to assist in the identification and recruitment of a highly qualified
group of candidates. We believe we have the recruitment expertise and network to deliver quality results.
At Ralph Andersen & Associates, we believe that gaining a complete understanding of our client’s
specific objectives and priorities is essential prior to launching any search assignment. This process
includes the identification and incorporation of a variety of important details such as the candidate’s
desired skills and experience as well as the critical “soft skills” related to temperament, personality,
management philosophy, and other factors that will ultimately determine the candidate’s “fit” with the
organization.
We begin each search by working closely with City leadership, stakeholders, staff, and, when
appropriate, the community to ensure a complete picture of the desired candidate pool is developed.
Our team-oriented approach matched with this 360-degree perspective means we ensure that a
complete understanding of the organization’s mission and culture translates into those specific traits
and characteristics necessary to ensure the selected candidate is successful in the position.
We understand that the City expects aggressive, personalized outreach to identify a diverse and
highly qualified applicant pool and a selection process that includes comprehensive candidate
reports based on thorough reference and background checks. We will begin with fully detailed
profiles of the desired candidate’s characteristics and build a recruitment strategy that is tailored to
meet the City of Moorpark’ specific needs. The resulting outreach and advertising campaign will
incorporate the extensive use of personal outreach to recruit a diverse and highly qualified group of
candidates.
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Summary of the Search Process
The City of Moorpark has requested proposals to provide executive search services for the position
of Finance Director.
The successful search process relies heavily on person-to-person contact to identify outstanding
potential candidates and, in the evaluation phase, to gain a complete understanding of the
background, experience, and management style of the top candidates. Our approach includes:
• Extensive personal outreach, in-person and via telephone, to qualified candidates
throughout California, the Western Region, and the Nation.
• A marketing strategy that uses selected advertising to supplement the extensive
candidate identification process using the Internet and using the firm’s vast network of
professional contacts.
• A screening process that narrows the field of candidates to those who most closely
match the needs of the City and is based on preliminary research and telephone
interviews with the top candidates.
• Delivering a product in the form of a search report that recommends the top group of
candidates and provides the City with detailed information about their backgrounds and
experiences.
• Assistance during the final interview and the selection process.
• Being available, as needed, to assist with the negotiation and development of an
employment agreement during the final stages of the process.
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Related Experience
Ralph Andersen & Associates is familiar with the City of Moorpark and has conducted the following
recent recruitments for the City:
• City Engineer/Public Works Director (2015)
• City Manager (2018)
During the last five years (2013 to Present), Ralph Andersen & Associates has conducted the
following finance related recruitments.
• Anaheim, CA
Budget Manager (2016)
• Beverly Hills, CA
Assistant Director of Administrative Services / Finance (2017)
Director of Finance (2018)
Independent City Auditor (2018)
• Big Bear Lake, CA
Finance Manager (Current Search)
• Broward County, FL
Chief Financial Officer/Director of Finance and Administrative Services (2016)
County Auditor (2017)
Deputy Chief Financial Officer/Deputy Director of Finance and Administrative
Services (2013)
Director of Management and Budget (2017)
Enterprise Director of Finance (Current Search)
• Camarillo, CA
Director of Finance (2016)
Assistant Director of Finance (Partial Search) (2016)
• Central Contra Costa Sanitary District, CA
Director of Budget & Finance (2016)
Finance Manager (Current Search)
• Charlotte, NC
Chief Financial Officer (Current Search)
• Coronado, CA
Administrative Services Director (2015)
• Cupertino, CA
Finance Manager (2017)
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• Dallas Housing Authority, TX
Chief Financial Officer (2019)
• Denton, TX
Director of Finance (Background) (2017)
• Eastern Municipal Water District, CA
Controller (2015)
Deputy General Manager (2014)
• El Paso, TX
Chief Financial Officer (2018)
Comptroller (Current Search)
• Goleta, CA
Finance Director (2017)
• Housing Authority of the City of Alameda, California
Finance Director (Current Search)
• Kansas City, MO
City Auditor (2013)
• La Habra Heights, CA
Finance Manager (Background) (2013)
• Lewisville, TX
Finance Director (Current Search)
• Marin Municipal Water District, CA
Administrative Services Division Manager/Treasurer (2016)
• Martinez, CA
Finance Manager (2016)
• Metropolitan Transportation Commission, CA
Section Director, Finance & Accounting (2018)
Section Director, Design & Project Delivery and Section Director, Field
Operations & Asset Management (Current Search)
• Millbrae, CA
Senior Accountant (2016)
• Mono County, CA
Director of Finance (2016)
• New Mexico Finance Authority
Chief Executive Officer (2014)
Chief Financial Officer (2016)
Chief Regulatory Compliance Officer (2016)
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• North Marin Water District, CA
Chief Financial Officer (Auditor-Controller) (2018)
• Oakland, CA
Budget Administrator (2018)
• Ontario International Airport Authority, CA
Chief Financial Officer (Current Search)
• Palm Springs, CA
Director of Finance & Treasurer (Current Search)
• Palo Alto, CA
City Auditor (2014)
• Public Health – Seattle & King County, WA
Chief Financial Officer (2016)
• Reno, NV
Finance Director (2017)
• Roseville, CA
Director of Finance (2017)
• Sacramento, CA
City Treasurer (2017)
Revenue Manager (Current Search)
• San Antonio, TX
Assistant Director of Finance (Public Utilities) (2016)
• San Diego Association of Governments (SANDAG)
Independent Performance Auditor (Current Search)
• San Francisco International Airport
Airport Finance Manager (2016)
Capital Finance Director (2017)
• San Francisco Municipal Transportation Agency, CA
Chief Financial Officer and Director of Finance and Information Technology
(Current Search)
• Sanger, CA
Finance/Administrative Services Director (2016)
• Solano County, CA
Budget Officer (2013)
• Sonoma, CA
Deputy Finance Director (2018)
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• Turlock Irrigation District
Chief Financial Officer/Assistant General Manager Financial Services (2017)
Financial Reporting Manager (2016)
• Valley Sanitary District, CA
Accounting Technician (Backgrounds) (2013)
Finance & Administration Manager (2013)
• Ventura Regional Sanitation District, CA
Director of Finance (2017 & 2018)
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Search Work Plan
This section describes the usual steps in the search for the position of Finance Director for the City
of Moorpark.
Task 1 – Review Project Management Approach
The Project Director on this assignment will be Mr. Greg Nelson. Mr. Nelson will meet with the City
Manager, Assistant City Manager, and others, as appropriate, to discuss the project management
for the search. The discussion will include a review of the work plan, confirmation of timing, and
communication methods.
Task 2 – Develop Position Profile
The position profile for the Finance Director is the guide for the entire search process. The
development of the profile includes the collection of technical information and recruitment criteria.
Technical Information
The Project Director will meet with the City Manager, Assistant City Manager, and others,
as appropriate, to gain an understanding of the experience and professional background
requirements desired in the Finance Director. These meetings will also help the Project
Director gain an understanding of the work environment and the issues facing the City of
Moorpark.
Recruitment Criteria
The recruitment criteria are those personal and professional characteristics and
experiences desired in the Finance Director. The criteria should reflect the goals and
priorities of the City. The Project Director will meet with key staff in the City, and others as
appropriate, to facilitate the identification and articulation of that criteria.
Subsequent to the development and adoption of the candidate profile, the technical
information and recruitment criteria will be documented in an information brochure prepared
by the Project Director. The brochure will be reviewed by the City in draft format, revised as
appropriate, and published for use throughout the search.
Task 3 – Outreach and Recruiting
This task is among the most important of the entire search. It is the focus of the activities of the
Project Director and includes specific outreach and recruiting activities briefly described below.
Outreach
For the Finance Director, this will include the placement of ads in publications such as the
California Society of Municipal Finance Officers (CSMFO), Government Finance Officers
Association (GFOA), and other professional publications. Ads will also be placed in Western
City (online) and other key government related publications. Specific Internet sites related
to government will be used as a method of extending the specific outreach in a short period
of time.
Additionally, the advertisement and the full text of the position profile (the recruitment
brochure) will be placed on Ralph Andersen & Associates’ website, which is accessed by a
large number of qualified candidates. This method of outreach to potential applicants
provides a confidential source that is monitored by many key level executives on an on-
going basis.
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Candidate Identification
Ralph Andersen & Associates will use their extensive contacts to focus the recruiting effort.
In making these contacts, the Project Director will target those individuals who meet the
criteria set by the City. Each of the candidates identified through the recruiting efforts will
be sent an information brochure. Candidates will also be contacted directly to discuss the
position and to solicit their interest in being considered.
Both the outreach and recruiting activities will result in applications and resumes from
interested candidates. As they are received, resumes will be acknowledged and candidates
will be advised of the general timing of the search process. The following tasks involve the
actual selection process, once all resumes have been received.
Task 4 – Candidate Evaluation
This task will be conducted following the application closing date. It includes the following specific
activities:
Screening
All of the applications will be carefully reviewed. Those that meet the recruitment criteria
and minimum qualifications will be identified and subject to a more detailed evaluation. This
evaluation will include consideration of such factors as professional experience, and size
and complexity of the candidate’s current organization as compared to the candidate profile.
Preliminary Research and Internet Review
The research staff of Ralph Andersen & Associates, under the direction of the Project
Director, will conduct preliminary research and internet review for those candidates
identified as the most qualified as a result of the screening process. This level of research
will be done on a limited number of candidates to learn more about each candidate’s public
profile and related information that is available on the internet.
Preliminary Interviews via Video Technology
Mr. Nelson will conduct preliminary interviews with the top group of candidates identified
through the screening and preliminary research and internet review processes. The
interviews are extensive and designed to gain additional information about the candidates’
experience, management style, and “fit” with the recruitment criteria. Interviews may be
conducted in person or as needed using video technology or via telephone. No consultant
travel for preliminary in-person interviews has been included in this Proposal.
The screening portion of the candidate evaluation process typically reduces a field of
applicants to approximately five (5) to ten (10) individuals. Those individuals will be
reviewed with the City prior to proceeding with the individual interviews.
Task 5 – Search Report
After completing Task 4, Mr. Nelson will meet via conference call with the City Manager and Assistant
City Manager, to review the search report on the top candidates. The report divides all of the
candidates into three groups including 1) Highly Qualified; 2) Alternates; 3) Meets Qualifications; and
4) Lacks Qualifications. The search report will include resumes for candidates in both the highly
qualified and qualified groups. The results of preliminary research and interviews will be provided in
writing. From this meeting will come a confirmed group of finalist candidates (typically 4 to 5).
Task 6 – Selection
The final selection process will vary depending upon the desires of the City. The typical services
provided by Ralph Andersen & Associates in the selection process are described briefly below. Mr.
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Nelson will coordinate the selection process for the finalist group of candidates. This includes
handling the logistical matters with candidates and with the City.
The support staff of Ralph Andersen & Associates, under the direction of Mr. Nelson, will prepare an
interview booklet that includes an executive candidate summary, resume, and candidate report (with
interview comments, preliminary research, and other relevant information) for each candidate. In
addition, the booklet will contain suggested questions and areas for discussion based upon the
recruitment criteria. Copies of the interview booklet will be provided in advance of the candidate
interviews.
Mr. Nelson will attend the on-site interviews to assist the City through the selection process. This
assistance will include an initial orientation, candidate introductions, and facilitation of discussion of
candidates after all interviews have been completed.
Additionally, verifications will be made on the top two candidates and will include education
verifications, Department of Motor Vehicle check, and credit check. Due to the “Ban the Box”
legislation, criminal checks are only permissible when a contingent offer of employment is made. The
results of these verifications will be discussed with the City at the appropriate time.
Reference checks will be conducted on up to the top two candidates. The results of these reference
checks will be discussed with the City Manager at the appropriate time.
Mr. Nelson is available to provide assistance to the City in the final selection as may be desired. This
assistance may include providing or obtaining any additional information desired to assist in making
the final selection decision.
Task 7 – Negotiation
The Project Director is available to assist the City in negotiating a compensation package with the
selected candidate. This may include recommendations on setting compensation levels.
Task 8 – Close Out
After the City has reached agreement with the individual selected for the position, Ralph Andersen
& Associates will close out the search. These activities will include advising all of the final candidates
of the status of the search by telephone.
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Project Timing
The Finance Director search will be conducted within a 90-day period of time. Following selection by
the City, negotiation with the top candidate will take an additional week or two after interviews are
conducted with the top candidates. This time period would not include transition time for the selected
candidate.
Given the upcoming departure of the City’s current Finance Director, Ralph Andersen & Associates
is prepared to begin this search immediately with the development of the recruitment brochure and
outreach strategy. We would recommend a closing date in early-mid May.
A brief overview of the recruitment schedule is presented below (schedule does not include transition
time by selected candidate to join the City).
Month 1 Month 2 Month 3
Week Week Week
1 2 3 4 1 2 3 4 1 2 3 4
Search firm selected
Consultant evaluates organization; position
criteria established
Candidates identified and screened
Consultant interviews and conducts
preliminary research
Consultant recommends candidates; client
selects finalists for interview
Client-candidate interviews
Preferred candidate
selected; negotiations
Selection Made
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Key Personnel
The reputation of the search firm and personal commitment of the recruiters define the difference
between the success and failure of any given recruitment. Ralph Andersen & Associates’ search
professionals are acknowledged leaders in the field and possess a broad range of skills and
experience in the areas of local government management, executive search, and related disciplines.
Only senior members of Ralph Andersen & Associates are assigned to lead search assignments,
ensuring that their broad experience and knowledge of the industry is brought to bear on our clients’
behalf. The City of Moorpark will have Mr. Greg Nelson, Vice President with Ralph Andersen & Associates, as the Project Director.
Mr. Greg Nelson, Project Director
Mr. Nelson is a Vice President with Ralph Andersen & Associates, following
a career of over 20 years in the public sector, working primarily for a city of
34,000 where he was known for his progressive and principled leadership.
Under his tenure, the city increased employee engagement, citizen
satisfaction (amongst the highest in a national survey) and made drastic
improvements in the labor-management climate. He created public-private
partnerships that allowed for superior levels of service during budget
shortfalls, while enhancing relationships with stakeholders in the
community. Mr. Nelson was a co-founder of a municipal Human Rights
Committee, engaging businesses and citizens in workshops and
community dialogue on diversity and social equity issues, in and out of the
workplace.
Mr. Nelson holds a Master’s degree in Public Administration from the University of Illinois-Springfield
with a graduate certificate in Public Sector Labor Relations.
Blanche Velazquez, Recruitment Coordinator
Ms. Blanche Velazquez joined Ralph Andersen & Associates as a
Recruitment Coordinator and provides administrative support services to
the Executive Search team. Prior to joining Ralph Andersen & Associates,
Ms. Velazquez provided administrative services as an Executive Assistant
for a multinational financial services corporation and also worked for a
global management consulting firm in the San Francisco Bay Area. Ms.
Velazquez has more than nine years of executive level administrative
experience and holds a Bachelor of Arts degree in Communication from the
University of California, Davis.
Paraprofessional and Support Staff
Paraprofessional, graphics, and support staff will provide administrative support to the consultant
team on recruitment assignments. These may include: Ms. Diana Haussmann, Ms. Christen
Sanchez, Ms. Hannah Jones, Ms. Teresa Heple, Ms. Karen AllGood, Ms. Tina Keller, and Ms.
Katrina Wilson.
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Project Cost
The recruitment effort for a Finance Director will be a national search effort with a focus in California
and the Western Region. The review of resumes and qualifications will be conducted on all
candidates that submit giving the City the ability to select from a broad field of qualified candidates.
The professional services fee will be a fixed fee of $24,900*.
*Expenses included in this fixed fee include such items as advertisements, consultant travel (up to 2
trips to the City for the initial kickoff meeting and for interviews. The review of resumes will be
conducted via conference call), clerical, research, graphic design, printing and binding, postage and
delivery, verifications and Internet and Lexis/Nexis searches on the top two (2) candidates, and long-
distance telephone charges. References will be conducted on up to the top two (2) candidates.
Additional references conducted beyond the top two (2) candidates will be billed in addition to this
fixed fee.
Invoicing for Services – Ralph Andersen & Associates will bill the City in four installments as
follows:
• Upon Completion of the Brochure (Invoice 1 of 4) - $7,470
• Following Closing Date (Invoice 2 of 4) - $7,470
• Following Presentation of Finalist Candidates (Invoice 3 of 4) - $7,470
• Upon Acceptance of Offer (Invoice 4 of 4) - $2,490
Invoices are due upon receipt.
Brochure – A full color brochure will be developed for the City. All pictures will be the responsibility
of the City.
Exceptions – The City will be responsible for all costs associated with candidate travel to and from
the finalist on-site interviews; and, if desired, for consultant travel for in-person screening interviews
for selected finalist candidates as well as site visits or speaking, in person, to references or other
relevant individuals.
Optional Services (Additional Trips) – Should the City request additional trips to the City by the
Project Director, the cost would be an additional $1,750 per day plus actual expenses.
Ralph Andersen & Associates’ Guarantee
Ralph Andersen & Associates offers the industry-standard guarantee on our full search services. If
within a one-year period after appointment the Finance Director resigns or is dismissed for cause,
we will conduct another search free of all charges for professional services. The City of Moorpark
would be expected to pay for the reimbursement of all incurred expenses. If a placement is not made
in the first outreach effort, the Consultant will conduct a second outreach effort with no charge for
Professional Services. The City would be expected to pay for all incurred expenses.
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