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HomeMy WebLinkAboutAGENDA REPORT 2025 0205 CC REG ITEM 09ACITY OF MOORPARK, CALIFORNIA City Council Meeting of February 5, 2025 ACTION APPROVED STAFF RECOMMENDATIONS. (VOICE VOTE: UNANIMOUS) BY A. Hurtado. A. Consider Approval of an Agreement with Mosaic Public Partners for City Manager Recruitment Services. Staff Recommendation: 1) Approve an Agreement with Mosaic Public Partners for City Manager recruitment services, subject to final language approval by the City Manager; and 2) Appoint Greg Nelson, Mosaic Public Partners, to be one of the City negotiators in connection with the recruitment process, along with Kevin Ennis, City Attorney, and Troy Brown, City Manager. (Carolina Tijerino, Human Resources Manager) Item: 9.A. MOORPARK CITY COUNCIL AGENDA REPORT TO: Honorable City Council FROM: Carolina Tijerino, Human Resources Manager DATE: 02/05/2025 Regular Meeting SUBJECT: Consider Approval of an Agreement with Mosaic Public Partners for City Manager Recruitment Services BACKGROUND/DISCUSSION At the City Council’s meeting on December 18, 2024, Council appointed an Ad Hoc Committee consisting of Mayor Chris Enegren and Mayor Pro Tem Rene Delgado to review proposals and interview representatives from executive recruitment firms that had been requested to submit proposals for City Manager recruitment services, and then make a recommendation to the City Council at the February 5th Regular Council meeting for the Ad Hoc Committee’s preferred contractor. Mayor Enegren and Mayor Pro Tem Delgado conducted interviews on Wednesday, January 29,2025. Their recommendation is for the City to enter into an agreement with Mosaic Public Partners to provide City Manager recruitment services to fill the position that will be vacated when the current City Manager retires on June 30, 2025. Staff is recommending that the City Council approve the agreement with Mosaic Public Partners. A draft agreement is attached and includes a copy of their proposal, which notes a fixed fee amount of $0. The City Council has already scheduled a Special meeting on February 19, 2025, for the purpose of meeting in closed session with the selected recruitment services contractor. The Project Director for Mosaic Public Partners will be Greg Nelson who will be available to attend the February 19th meeting to discuss recruitment goals and to develop the preferred candidate profile. ENVIRONMENTAL DETERMINATION This action is exempt from the California Environmental Quality Act (CEQA) as it does not constitute a project, as defined by Section 15378 of the State CEQA Guidelines. Therefore, no further environmental review is required. Item: 9.A. 48 Honorable City Council 02/05/2025 Regular Meeting Page 2 FISCAL IMPACT There are no additional costs, as this has already been included in the approved budget. COUNCIL GOAL COMPLIANCE This action does not support a current strategic directive. STAFF RECOMMENDATION (ROLL CALL VOTE REQUIRED) 1. Approve an Agreement with Mosaic Public Partners for City Manager recruitment services, subject to final language approval by the City Manager; and 2. Appoint Greg Nelson, Mosaic Public Partners, to be one of the City negotiators in connection with the recruitment process, along with Kevin Ennis, City Attorney, and Troy Brown, City Manager. Attachment: Draft Agreement for Recruitment Services, including Mosaic Public Partners Proposal 49 DESIGN PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF MOORPARK AND MOSAIC PUBLIC PARTNERS FOR CITY MANAGER RECRUITMENT SERVICES THIS AGREEMENT, made and effective as of ________________________, is between the City of Moorpark, a municipal corporation (“City”) and Mosaic Public Partners, a (“Consultant”). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: WHEREAS, City has the need for City Manager Recruitment services; 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 January 6, 2025, which is attached hereto as Exhibit . 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 , 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 services, as set forth in Exhibit . In the event there is a conflict between the provisions of Exhibit and this Agreement, the language contained in this Agreement shall take precedence. Consultant shall perform the tasks described and set forth in Exhibit . Consultant shall complete the tasks according to the schedule of performance which is also set forth in Exhibit . Compensation for the services to be performed by Consultant shall be in accordance with Exhibit . Compensation shall not exceed the rates or total contract value dollars ($ ) as stated in , 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. ATTACHMENT 50 Rev. 12/15/2023 Page 2 of 16 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 , and no other individual may be substituted without the prior written approval of the City Manager. 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 City Manager or the City Manager’s designee. 5. PAYMENT Taxpayer ID or Social Security numbers must be provided by Consultant on an IRS W-9 form before payments may be made by City to Consultant. The City agrees to pay Consultant monthly, in accordance with the payment rates and terms and the schedule of payment as set forth in Exhibit , based upon actual time spent on the above tasks. This amount shall not exceed dollars ($ ) for the total term of the Agreement unless additional payment is approved as provided in this Agreement. Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement, which are in addition to those set forth herein, unless such additional services and compensation are authorized, in advance, in a written amendment to this Agreement executed by both parties. The City Manager, if authorized by City Council, may approve additional work not to exceed ten percent (10%) of the amount of the Agreement. Consultant shall submit invoices monthly for actual services performed. Invoices shall be submitted on or about the first business day of each month, or as soon thereafter as practical, for services provided in the previous month. 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 the City Manager’s designee. If the City disputes any of Consultant’s fees or expenses, City shall give written notice to Consultant within thirty (30) days of receipt of any disputed fees set forth on the invoice. 51 Rev. 12/15/2023 Page 3 of 16 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, he/she shall cause to be served upon the Consultant a written notice of the default. The Consultant shall have ( ) 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 If the Consultant fails to complete the work, or any portion thereof, within the time period required by this Agreement, or as duly extended in writing by the City Manager, Consultant shall forfeit and pay to the City, as liquidated damages, the sum of dollars ($ ) per day for each calendar day the work, or portion thereof, remains uncompleted after the above specified completion date. Liquidated damages shall be deducted from any payments due or to become due to the Consultant under the terms of 52 Rev. 12/15/2023 Page 4 of 16 this Agreement. Progress payments made by the City after the above specified completion date shall not constitute a waiver of liquidated damages by the City. 9. OWNERSHIP OF DOCUMENTS Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts, and other such information required by City that relate to the performance of services under this Agreement. Consultant shall maintain adequate 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 ( ) 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, designs, drawings, maps, models, computer files, surveys, notes, and other documents 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 Indemnification and Defense for Design Professional, as defined in California Civil Code § 2782.8: To the fullest extent permitted by law, Consultant shall indemnify, defend and hold harmless City and any and all of its officials, employees and agents (“Indemnified Parties”) from and against any and all claims, losses, liabilities, damages, costs and expenses, including attorney’s fees and costs, to the extent they arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. Consultant’s duty to defend shall consist of reimbursement of defense costs incurred by City in direct proportion to the Consultant’s proportionate percentage of fault. Consultant’s percentage of fault shall be determined, as applicable, by a court of law, jury or arbitrator. In the event any loss, liability or damage is incurred by way of settlement or resolution without a court, jury or arbitrator having made a determination of the Consultant’s percentage of fault, the parties agree to mediation with a third party neutral to determine the Consultant’s proportionate percentage of fault for purposes of determining the amount of indemnity and defense cost reimbursement owed to the City. 53 Rev. 12/15/2023 Page 5 of 16 For all other liabilities: Notwithstanding the foregoing and without diminishing any rights of City in the preceding paragraph in Section 10, for any liability, claim, demand, allegation against City arising out of, related to, or pertaining to any act or omission of Consultant, but which is not a design professional service, Consultant shall defend, indemnify, and hold harmless City, its officials, employees, and agents (“Indemnified Parties”) from and against any and all damages, costs, expenses (including reasonable attorney fees and expert witness fees), judgments, settlements, and/or arbitration awards, whether for personal or bodily injury, property damage, or economic injury, and arising out of, related to, any concurrent or contributory negligence on the part of the City, except for the sole or active negligence of, or willful misconduct of the City. Consultant agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this Section from each and every subcontractor, 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 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 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 or employees, or agents of the City except as set forth in this Agreement. Consultant shall not incur or have the power to incur any debt, obligation, or liability against City, or bind City in any manner. 54 Rev. 12/15/2023 Page 6 of 16 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 Consultant shall comply with and sign Exhibit B, the Scope of Work Requirement for Professional Services Agreements Compliance with California Government Code § 7550, when applicable. 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; or any other basis protected by applicable federal, state, or local law, except as provided in § 12940 of the Government Code. Consultant shall have responsibility for compliance with this Section. 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. 55 Rev. 12/15/2023 Page 7 of 16 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 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 Consultant covenants that neither they nor any officer or principal of their firm have any interests, nor shall they acquire any interest, directly or indirectly, which will conflict in any manner or degree with the performance of their services hereunder. Consultant further covenants that in the performance of this Agreement, they shall employ no person having such interest as an officer, employee, agent, or subconsultant. Consultant further covenants that Consultant has not contracted with nor is performing any services directly or indirectly, with the developer(s) and/or property owner(s) and/or firm(s) and/or partnership(s) and/or public agency(ies) owning property and/or processing an entitlement application for property in the City or its Area of Interest, now or within the past one (1) year, and further covenants and agrees that Consultant and/or its subconsultants shall provide no service or enter into any contract with any developer(s) and/or property owner(s) and/or firm(s) and/or partnership(s) and/or public agency(ies) owning property and/or processing an entitlement application for property in the City or its Area of Interest, while under contract with the City and for a one (1) year time period following termination 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: To: City Manager City of Moorpark 323 Science Drive Moorpark, CA 93021 To: 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. 56 Rev. 12/15/2023 Page 8 of 16 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 alleged breach of any provision of this Agreement, the prevailing party shall be entitled to recover its costs and expenses, including attorneys’ fees, from the losing party, and any judgment or decree rendered in such a proceeding shall include an award thereof. 24. 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. 57 Rev. 12/15/2023 Page 9 of 16 25. 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. 26. 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. 27. 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. 28. 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. 29. 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 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. 30. 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. 58 Rev. 12/15/2023 Page 10 of 16 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF MOORPARK __________________________________ __________________________________ Troy Brown, City Manager , Attest: __________________________________ Ky Spangler, City Clerk 59 Rev. 12/15/2023 Page 11 of 16 Exhibit A INSURANCE REQUIREMENTS Without limiting Consultant’s indemnification of City, and 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: Type of Insurance Limits Commercial General Liability $1,000,000 / $2,000,000 Aggregate Business Automobile Liability $1,000,000 Workers’ Compensation Statutory Requirements Professional Liability $1,000,000 Insurance procured pursuant to these requirements shall be written by insurers that are authorized carriers in the State of California and with an A.M. Best rating of A- or better and a minimum financial size category VII. 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 Liability 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. 60 Rev. 12/15/2023 Page 12 of 16 Professional Liability or Errors and Omissions Insurance as appropriate shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant and “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy limit shall be no less than $1,000,000 per claim and in the aggregate. The policy must “pay on behalf of” the insured and must include a provision establishing the insurer’s duty to defend. The policy retroactive date shall be on or before the effective date of this Agreement. 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 $2,000,000 aggregate. 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: 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 and CG 2037, or equivalent, with edition acceptable to the City. Consultant also agrees to require all contractors and subcontractors 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 contractors and subcontractors 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. 61 Rev. 12/15/2023 Page 13 of 16 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 contractor or subcontractor. 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 thirty (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. 9. It is acknowledged by the parties of this Agreement that all insurance coverage required to be provided by Consultant or any subcontractor, 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 subcontractors, 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 subcontractors and others engaged in the Work will be submitted to the City for review. 62 Rev. 12/15/2023 Page 14 of 16 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 contractor, subcontractor, 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 ninety (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. A 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 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. 63 Rev. 12/15/2023 Page 15 of 16 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. 64 Rev. 12/15/2023 Page 16 of 16 Exhibit B CITY OF MOORPARK Scope of Work Requirement for Professional Services Agreements Compliance with California Government Code § 7550 Consultant shall sign and include this page in any document or written reports prepared by Consultant for the City of Moorpark (City) to which California Government Code § 7550 (Government Code §7550) applies. Government Code §7550 reads: “(a) Any document or written report prepared for or under the direction of a state or local agency, that is prepared in whole or in part by nonemployees of the agency, shall contain the numbers and dollar amounts of all contracts and subcontracts relating to the preparation of the document or written report; if the total cost for the work performed by nonemployees of the agency exceeds five thousand dollars ($5,000). The contract and subcontract numbers and dollar amounts shall be contained in a separate section of the document or written report. (b) When multiple documents or written reports are the subject or product of the contract, the disclosure section may also contain a statement indicating that the total contract amount represents compensation for multiple documents or written reports.” For all Professional Services Agreement with a total dollar value in excess of $5,000, a signed and completed copy of this form must be attached to all documents or completed reports submitted to the City pursuant to the Scope of Work. Does the dollar value of this Design Professional Services Agreement exceed $5,000? Yes No If yes, then the following information must be provided in compliance with Government Code § 7550: 1. Dollar amount of Agreement/Contract: $ 2. Dollar amount of Subcontract: $ 3. Does the total contract amount represent compensation for multiple documents or written reports? Yes No I have read the foregoing Code section and will comply with Government Code §7550. Consultant Name ___________________________________ Signature, Title Date 65 EXECUTIVE SEARCH PROPOSAL DATE SUBMITTED JANUARY 6, 2025 SUBMITTED TO Mayor Chris Enegren and Members of the City Council City of Moorpark PREPARED BY GREG NELSON MOSAIC PUBLIC PARTNERS 200 Gateway Dr., #1908, Lincoln, CA, 95648 916-550-4100 greg@mosaicpublic.com connect@mosaicpublic.com CITY MANAGER CITY OF MOORPARK, CA 66 Bryan Noblett Founder and Managing Partner bryan@mosaicpublic.com DEAR MAYOR ENEGREN AND MEMBERS OF THE CITY COUNCIL: Mosaic Public Partners is pleased to present our qualifications and approach to your executive search needs for the position of City Manager. Mosaic Public Partners was founded on the principles of providing higher levels of innovation and client collaboration to complement the tried-and-true principles of executive search. By using private-sector technologies and search methodologies, we deliver a better client experience and results, while staying within the constraints of the public sector. We pride ourselves on our speed, agility, thoroughness, and client communications. Members of our project team are seasoned public sector executives who have a true pas- sion for the work of public agencies. We understand the challenges that public agencies face and their unique needs. Our consultants have conducted over 300 executive searches across the United States, bringing both experience and a national perspective on current trends and issues. This has allowed us to develop an extensive network of executives as potential candidates that we will deliver to the City of Moorpark if awarded this search. If selected, both principals of the firm will lead this recruitment. Notably, while with his previous firm, Greg Nelson successfully led the search for Moor- park’s City Manager, culminating in the appointment of Troy Brown. This experience not only establishes our team as a trusted and proven consultant but also equips us with valuable insights into Moorpark and its key selling points for attracting top city management profes- sionals. After reviewing our proposal, please contact us at (916) 550-4100 if you have questions or need additional information. We look forward to hearing from you and hope to have the opportunity to work with you on this important recruitment. Best Regards, Greg Nelson Founder and Managing Partner greg@mosaicpublic.com January 6, 2025 Mayor Chris Enegren and Members of the City Council City of Moorpark 323 Science Drive Moorpark, CA 93021 RE: PROPOSAL TO PROVIDE EXECUTIVE SEARCH SERVICES – CITY MANAGER 67 INDEX 1 Professional Qualifications 3 Why Choose Mosaic Public Partners? 4 Relevant Experience 5 Additional Experience 6 References 7 Approach and Search Methodology 7 Project Management 7 Candidate Profile Development 8 Outreach and Recruiting 9 Candidate Screening and Evaluation 9 Presentation of Candidates 9 Selection Process 9 Background and Final Qualification 10 Closeout Communications 12 Project Team 16 Cost of Services 18 Sample Candidate Profile 28 Sample Staff Survey 35 Sample Community Survey 68 1 PROFESSIONAL QUALIFICATIONS We are seasoned public sector executives who have profound respect for the work of public agen- cies. We are passionate about placing today’s public leaders, which enables public agencies to deliver exemplary leadership to their constituents.  Following several years of experience in a leadership role with a well-known national public sector search firm, Greg Nelson founded Mosaic Public Partners with his business partner, Bryan Noblett, in January of 2022. Since the launch of our firm, we have conducted more than 135 successful executive searches and are operating in eight states. Including their experience with the prior firm, our consul- tants have led over 300 successful executive recruitments for public agencies across the nation. Mosaic Public Partners is a Limited Liability Company (LLC) registered in the state of California. Greg Nelson and Bryan Noblett are the founders and managing partners of Mosaic Public Partners with 55% and 45% respective ownership, and both have the authority to bind the firm. There are no known conflicts of interest related to this executive search and no subcontractors are utilized. Mosaic Public Partners has never been involved in litigation, nor has it been involved in any form of financial insolvency. MOSAIC APPROACH Placing today’s public leaders is our mission. Aligning the right candidates with the right opportunities helps our clients to build effective teams. We enjoy building relationships with the people involved in our searches, whether it is the candidates, hiring managers, team members or stakeholders. Establish- ing meaningful connections with those involved in our search processes is the basis from which we derive our success as a trusted partner and client-focused search firm. CLIENT FOCUSED Mosaic Public Partners provides a client-focused, customized approach to every search. We create an open, transparent, and interactive search process for both our clients and candidates. As a small firm we remain highly responsive to client needs and objectives, along with being personally available during the search process. Honest communication, collaboration, and connecting with people are key components in a successful search. At Mosaic Public Partners, we pride ourselves on excellent cus- tomer service, agility, and responsiveness. We tailor our workload so that we can be readily available to assist with all elements of the search process for our clients and candidates alike. Our use of innovative technology allows our clients unparalleled real-time access and visibility into the search process. We use an executive search software platform that provides a client portal to each project. Our commitment is that our clients have a 360-degree view of all elements of their recruitment at any time. As the only public sector search firm using this platform, we offer an innovative and col- laborative experience to our clients that allows a higher level of partnership and transparency. We are proud to bring private sector technology to our public sector searches to make them as efficient and transparent as possible for our clients. 69 2 TRUSTED PARTNERS Our founding partners are two former public sector executives, each with exemplary service careers. We understand local government and the importance of accountability and responsive- ness. Our combined career histories exemplify professionalism and a dedication to public service, along with a keen understanding of what it takes to be an effective leader in a public sector environment. Leveraging our public service careers, we became experienced executive search consultants, bringing with us a continued dedication to public service and an ethical, confidential, and discrete approach to assisting public agencies in the executive search process. Mosaic Public Partners is your trusted partner in placing today’s public leaders. COMMITMENT TO DIVERSITY, EQUITY, AND INCLUSION The Mosaic Team celebrates and prioritizes diversity, equity, and inclusion in its search practices and in its own organizational culture. We understand the dynamic nature of diverse teams and our clients’ need to build organizations that are as representative of the communities they serve as possible. Simply stated, the need for public employers and public sector search firms to build recruitment processes anchored by a commitment to diversity, equity, and inclusion is more important now than ever. Mosaic Public Partners is committed to ensuring outreach to diverse candidate pools via inclusive and strategic advertising, targeted outreach, and other methods which are all intended to deliver a diverse, highly qualified candidate pool to our clients. Evidence of this commitment can be seen in the placements we have made by viewing Mosaic Placements on our website. 70 3 COLLABORATION Mosaic Public Partners believes that executive searches are more successful when the consultants and clients work closely together throughout the engagement. We treat each search as a true partnership with our clients. WHY CHOOSE MOSAIC PUBLIC PARTNERS? NATIONAL REACH While we have extensive experience conduct- ing executive searches in California, our work across the nation brings a valuable perspective on issues and candidate markets to our clients. We invite you to review our consultants’ body of executive search experience by viewing our consultant portfolio. INNOVATION Applying private sector technologies to the tried-and- true practices of public sector searches allows Mosaic Public Partners to deliver needed agility and improved communications to our clients. DIVERSITY Today’s public sector leadership teams thrive when they are diverse in race, ethnic and cultural identity, gender, background and thought. Mosaic Public Partners is here to assist, guide, and lead in that endeavor. EXPERIENCE Public service is the world in which we have lived. Our search team has over 80 years of public service experience. Having attained executive level positions in our public sector careers has given us valuable insight and an advantage in understanding and responding to the nuances and challenges of selecting public sector leaders. SERVICE Our team will be your partner from start to finish. We are committed to providing excellent service to clients and candidates alike and representing our clients at the highest level. 71 4 Our consultants have conducted similar city manager recruitments in the last few years that position us to successfully complete this search on behalf of the City of Moorpark. Below is a list of the most relevant searches. City of Arroyo Grande – Arroyo Grande, CA Population – 19,000 City Manager (2024) City of Morro Bay – Morro Bay, CA Population – 11,000 City Manager (2023) City of Lincoln – Lincoln, CA Population – 59,000 City Manager (2021)* City of Citrus Heights – Citrus Heights, CA Population – 86,400 City Manager (2021)* City of Moorpark – Moorpark, CA Population – 36,000 City Manager (2017)* *Projects completed during the consultants’ tenure with a prior firm. RELEVANT EXPERIENCE 72 5 ADDITIONAL EXPERIENCE The following is the consultants’ additional experience in conducting city management executive searches, some of which are attributed to their work with a prior firm (*). YEAR CLIENT POSITION 2024 City of San José – San José, CA Deputy City Manager (Current) 2024 Cosumnes Community Special District – Elk Grove, CA General Manager (Current) 2024 City of McKinney – McKinney, TX Assistant City Manager (Current) 2024 City of Austin – Austin, TX City Manager 2024 City of Elk Grove – Elk Grove, CA Assistant City Manager 2024 City of Cleburne – Cleburne, TX Assistant City Manager 2024 City of Venus – Venus, TX City Administrator 2024 City of San Marcos – San Marcos, TX Assistant City Managers (2) 2024 City of Rancho Palos Verdes – RPV, CA Deputy City Manager 2023 City of Burleson - Burleson, TX Deputy City Manager 2023 City of Denton – Denton, TX Assistant City Manager 2023 City of Brownsville – Brownsville, TX City Manager 2023 Town of Addison – Addison, TX City Manager 2022 City of Riverbank – Riverbank, CA Assistant City Manager 2022 City of Palm Desert – Palm Desert, CA Assistant City Manager 2021 City of Burleson – Burleson, TX Deputy City Manager* 2021 City of Lewisville – Lewisville, TX City Manager* 2021 City of Indio – Indio, CA City Manager* 2021 City of Austin – Austin, TX Assistant City Manager* 2019 City of South Padre Island – South Padre Island, TX City Manager* 2019 City of Denton – Denton, TX Assistant City Manager* 2019 City of Sugar Land – Sugar Land, TX City Manager* 2019 City of Bishop – Bishop, CA City Administrator* 2019 The Woodlands Township – The Woodlands, TX General Manager* 2019 City of Allen – Allen, TX City Manager* 2018 City of Austin – Austin, TX Assistant City Managers (4)* 2018 City of Brownsville – Brownsville, TX City Manager* 2018 City of Austin – Austin, TX Deputy City Manager* 2018 Town of Apple Valley – Apple Valley, CA Town Manager* 2018 City of Lawrence – Lawrence, KS City Manager* 2018 City of Suisun City – Suisun City, CA City Manager* 2017 City of Morro Bay – Morro Bay, CA City Manager* 2017 City of Moorpark – Moorpark, CA City Manager* 2016 City of McKinney – McKinney, TX Assistant City Manager* 2016 City of Reno – Reno, NV City Manager* 2016 City of McKinney – McKinney, TX City Manager* 2016 City of South Jordan – South Jordan, UT Assistant City Manager* 2015 City of Lawrence – Lawrence, KS City Manager* 2015 City of Sanger – Sanger, CA City Manager* 73 6 Our most relevant reference is the City of Moorpark itself with our prior work on the City Manager recruitment in 2017. The consultants at Mosaic Public Partners are proud of their past work and are happy to provide the following references that are relevant to the City of Moorpark in its upcoming City Manager search. CITY OF PALM DESERT – PALM DESERT, CA TODD HILEMAN, CITY MANAGER 73-510 Fred Waring Drive Palm Desert, CA 92260 760-346-0611 | thileman@cityofpalmdesert.org Searches: Director of Library Services, Assistant City Manager, Director of Finance, City Clerk, City Engineer, Development Services Director*, Human Resources Director*, and Director of Public Works*. CITY OF ARROYO GRANDE – ARROYO GRANDE, CA MAYOR CAREN RAY RUSSOM 300 E. Branch Street Arroyo Grande, CA 93420 805- 234-1270 | crayrussom@arroyogrande.org Search: City Manger CITY OF MORRO BAY – MORRO BAY, CA MAYOR CARLA WIXOM 595 Harbor Street Morro Bay, CA 93442 (805) 441-7057 (cellular) | cwixom@morrobayca.gov Search: City Manager, City Manager*, and Police Chief* CITY OF CITRUS HEIGHTS – CITRUS HEIGHTS, CA MAYOR BRETT DANIELS 6360 Fountain Square Drive Citrus Heights, CA 95621 916-870-7199 | bdaniels@citrusheights.net Search: City Manager* *Projects completed during the consultants’ tenure with a prior firm. REFERENCES 74 KICKOFF PROJECT MANAGEMENT For council-appointed positions, such as the City Manager, our primary point of contact throughout the search will be a Search Committee of the City Council, along with designated staff contacts to support the search effort. The full Council is involved at critical points of the recruitment. The Mosaic Team will initially meet via videoconference with the Search Committee, and others, as desired. The objectives of this meeting are to learn contact and communication preferences, conduct a stakeholder analysis, develop the project timeline, and to create the preliminary selection process. During this phase of the project, the consultants will review the organization’s job description and review the salary and benefit offering for competitiveness in the market. The consultants will also conduct a stakeholder analysis with the City to determine the level and manner of community and stakeholder engagement neces- sary for a successful process. CANDIDATE PROFILE DEVELOPMENT Based on the project management kickoff meetings, Mr. Nelson and Mr. Noblett will meet with the Council members individually, as well as previously identified stakeholders to solicit input on the desired qualities sought in the next City Manager and anticipated challenges and opportunities they will face. The project team will also gather important documents, information, and media from the City to be used in the development of the candidate profile. The Mosaic Public Partners team will meet with City staff and stakeholders individually or in small groups to gather their input relative to the desired characteristics sought for candidates, as well as challenges and opportunities facing the City of Moorpark. Utilizing the input received, Mosaic Public Partners will create a candidate profile that accurately and attractively presents the opportunity to prospective candidates. Once approved by the City, this candidate profile serves as the standard by which all prospective candidates are evaluated and for guiding the search strategies. APPROACH AND SEARCH METHODOLOGY 7 We approach every executive search as a partnership with our client. In this light, we use a proven frame- work as the foundation for the project and collaboratively tailor the work plan to meet the unique needs and wishes of our clients. In every search, we aim to provide our client with three deliverables: 1) a diverse selection of qualified candidates, 2) a thoughtful, inclusive, and well-communicated search process, and 3) sound advice and consultation. The following is a representation of the approach and methodology to a Mosaic Public Partners Search. 75 8 A sample brochure from the City of Arroyo Grande, City Manager recruitment is included in this proposal as a visual example of the quality way in which we represent our clients and market their search to poten- tial candidates. The City Council Search Committee will be provided with online access to Mosaic Public Partners’ recruitment software through a client portal that ensures the search strategy and approach are properly calibrated for suc- cess. Our goal is to ensure that our clients are continually kept updated on the status of the recruitment. OUTREACH OUTREACH AND RECRUITING Based upon the search strategy developed with the City, Mosaic Public Partners will immediately launch a tar- geted and comprehensive search effort that sources candidates from five primary categories. • Advertising Campaign: Advertisements will be placed in sources targeted at attracting a diverse selec- tion of highly qualified candidates. In addition to advertising with a variety of state/regional associations, ads will also be placed with nationally recognized associations such as: • ICMA – International City/County Management Association • League of California Cities • Public CEO • CCMF – California City Management Foundation • MMASC – Municipal Management Association of Southern California • MMANC – Municipal Management Association of Northern California • National Forum for Black Public Administrators • Local Government Hispanic Network • League of Women in Government • Website and Social Media Campaign: Mosaic Public Partners provides a comprehensive social media marketing campaign that includes custom graphics, eye-catching photos and distribution on LinkedIn and Facebook accounts to share the position with potential candidates. Social media posts are crafted at several points throughout the recruitment process. In addition, partners and recruiters share Mosa- ic Public Partners blog and social media posts on their respective LinkedIn accounts. Mosaic Public Partners will also highlight the position on our website with a blog post, listing in our “Upcoming Career Opportunities” and ultimately on our “Careers” page once the position is open. • Direct Outreach: The search consultants have an extensive candidate network across the nation. These networks will be leveraged to identify and recruit candidates that appear well matched to the candidate profile. • Indirect Outreach: By using the same candidate networks, Mosaic Public Partners can seek nomina- tions from other leading public sector executives who often provide excellent insight into rising talent • Researched Outreach: Using the search strategy as a guide, Mosaic Public Partners will apply innovative technologies to find and recruit candidates that may not have been identified through other methods. 76 9 Each potential candidate is personally engaged by the search consultants and many hours are typically spent answering questions and providing information to candidates to minimize any barriers that may be a discouragement. CANDIDATE SCREENING AND EVALUATION During an executive session meeting with the City Council, the search consultants will present the candi- dates that submitted interest in the position and make recommendations to the City Council. The meeting will be facilitated by Mosaic Public Partners’ innovative client portal which provides the Council with direct access to all candidate materials. From this meeting, the Council decides upon a small group of candidates that are invited to participate in the selection process. SELECTION PRESENTATION OF CANDIDATES During an executive session meeting with the City Council, the search consultants will present the candidates that submitted interest in the position and make recommendations to the City Council. The meeting will be fa- cilitated by Mosaic Public Partners’ innovative client portal which provides the Council with direct access to all candidate materials. From this meeting, the Council decides upon a small group of candidates that are invited to participate in the selection process. SELECTION PROCESS Having previously designed the selection process collaboratively with the City, the search consultants will provide on-site facilitation of the interviews. A typical interview process for a City Manager will include an interview with the full City Council and may also include other interview panels which represent communi- ty and staff perspectives. Mosaic Public Partners will design and provide tailored interview materials for all interview panels and ensure the City retains the completed materials for records retention needs. Customarily, this initial round of interviews will reduce the field of candidates to a smaller number who are then invited for a second interview with the full Council. BACKGROUND AND FINAL QUALIFICATION Once the City has identified its candidate of choice, the search consultants will perform a thorough back- ground check of the candidate, accompanied by a series of consultant-driven reference checks that seek input from people with a variety of perspectives to the candidate. NEGOTIATION Mosaic Public Partners will negotiate on the City’s behalf to succeed in reaching an agreement with the selected candidate. Across earlier candidate conversations, the search consultants attempt to ensure the candidate’s salary and benefit expectations are in accord with the City’s to prevent surprises at this critical culmination of the recruitment. 77 CLOSEOUT COMMUNICATIONS Throughout the search process, Mosaic Public Partners maintains professional communications with all can- didates involved. We realize that we are representing the City of Moorpark throughout the recruitment and ensure that each person we interact with is left with a favorable impression of the City. In this final communica- tion, we inform all candidates who were not selected of their status and the City’s appreciation for their interest. 1078 11 EXECUTIVE SEARCH TIMELINE KI C K O F F Project Management Pre-kickoff meeting: project schedule, stakeholder analysis, communication methods, collection of background material Candidate Profile Development Client input meetings, stakeholder input meetings Drafting and layout of candidate profile 1–2 Weeks OU T R E A C H Outreach and Recruiting Advertising strategy and campaign. Candidate research and identification Seek nominations. Recruit candidates Candidate Screening and Evaluation Paper screening. Screening interviews. News and internet research 4-6 Weeks 2 Weeks Presentation of Candidates Client meeting to review candidates and select those to advance. Candidate updates Selection Process Consult and design interview process Facilitation of on-site interview process, typically 4-7 candidatesSE L E C T I O N 1 Week 2-3 Weeks Background and Final Qualification Background investigation and thorough reference checks for finalist candidate Negotiation Negotiation with final candidate Assistance with offer letter and employment agreement Closeout Communications 1-2 Weeks 1 Week Concurrent At the beginning of each search engagement, Mosaic Public Partners meets with clients to collaboratively craft a work plan and timeline that best aligns with our client’s needs. Our consultants will suggest best practices and share examples from prior engagements to tailor a process that is thoughtful and well communicated. The typical duration of a traditional search project is 12-17 weeks. Additionally, the selected candidate will customarily need to provide 30-days for notice and transition, if selected from outside of the organization. This brings the total duration to approximately 16-21 weeks. A customized timeline will be crafted in collaboration with the City during the first step of the search engage- ment. We are confident that we can deliver a successful search effort that meets the needs of the City of Moorpark. The following timeline represents the key milestones of an executive search, including tasks and approximate durations. 79 12 PROJECT TEAM If awarded the search, both Founders and Managing Partners of the firm would serve on the project team, supported by the firm’s Business Support Manager, Administrative Services Manager, Research Associate, Recruitment Support Specialist, and a Graphic Designer. GREG NELSON FOUNDER & MANAGING PARTNER For the better part of a decade, Mr. Nelson has led a successful executive search practice for a national search firm. In his role, Mr. Nelson has successfully recruited public sector executives on a national scale for a diverse array of fields and positions. His work has in- cluded positions with intense community interest, high levels of stakeholder involvement, and those with political sensitivities. In the first twenty years of his career, Mr. Nelson served leadership roles in municipal government 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. Additionally, he has provided expert testimony for state and local legislative bodies. 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. As a founder of Mosaic Public Partners, Mr. Greg Nelson leverages decades of experience in the public sector with many years of successful experience leading executive searches for a variety of client roles across the nation. 80 13 EDUCATION Master of Public Administration – University of Illinois – Springfield, Springfield, IL Graduate Certificate in Public Sector Labor Relations – University of Illinois – Springfield, Springfield, IL Bachelor of Arts, Social Justice Professions – Sangamon State University, Springfield, IL Federal Bureau of Investigations National Academy, Quantico, VA EMPLOYMENT HISTORY Mosaic Public Partners January 2022 - Present Founder and Managing Partner Lincoln, California • Together, with Bryan Noblett, founded the firm to provide higher levels of service and client collaboration in public sector executive search. As co-principals of the firm, we are building a winning employee culture which leads to exceptional customer service. Ralph Andersen & Associates February 2015 – December 2021 Vice President Rocklin, California • Led the firm’s public safety practice area, as well as served a diverse client portfolio primarily in the Western Region of the United States (primarily California, Nevada, Texas, Washington and Oregon). • Leveraged 20-year career in municipal policing to dramatically increase the firm’s public safety practice area. • Successfully performed executive recruitments for clients in a variety of environments, including populations served between 5,000 in population to well over 1 million; various forms of government, including cities, counties, special districts and non-profit. Pekin Police Department September 1994 – February 2015 Chief of Police (2011-2015), Deputy Chief of Police, Lieutenant, Sergeant, Patrolman (1994-2011) Pekin, Illinois – Direct Report to City Manager (population 34,000) • Created a goal-oriented organizational culture within the agency. Crime reduced over 20% in 2014. • Worked cooperatively to establish the best labor-management climate in agency history . • Focused on customer service; Participated in a national study of police-citizen encounters with a rating of 94% favorable, amongst the highest in the study. • Led a state-wide legislative effort in controlling pseudoephedrine to solve the state’s methamphetamine lab prob- lem, building consensus of various stakeholders of government and business collaboration. • Along with one other member, stood up the City’s Human Rights Committee promoting community diversity in the workplace and the community. GREGORY R. NELSON | 916.550.4100 200 Gateway Drive #1908, Lincoln, CA 95648 greg@mosaicpublic.com www.linkedin.com/in/greg-nelson-95728113 www.mosaicpublic.com 81 14 BRYAN NOBLETT FOUNDER & MANAGING PARTNER Bryan Noblett spent over 34 years working as a public safety leader in the Greater Sacramento Region. The majority of his career was spent working in leadership and executive level roles. Bryan placed a strong focus on staff development and on en- suring his organization was responsive to community needs throughout his career. He possesses a strong commitment to customer service and worked diligently as a municipal government executive to ensure his organization was focused on partnering with the community it served. In addition, Bryan is well-versed in labor negotiations and working collaboratively with labor groups to achieve successful outcomes. Bryan’s passion for leadership development, talent assessment and public service led him to accept a posi- tion with a nationally recognized public sector search firm shortly after his retirement. Bryan holds a Bachelor’s degree in Criminal Justice, a Master’s degree in Organizational Leadership and has attended several prestigious professional development courses. As a long-time contributor to city executive teams, Bryan possesses a thorough understanding of all areas of public sector leadership. He spent the last 4 years partnering with municipal clients and com- munities across the country by assisting them in recruiting talented leaders to serve as Police Chiefs, City Managers, Chief Financial Officers, and other executive-level leadership positions. Bryan deeply values his connections with people, which has led to several outstanding placements and ongoing relationships with clients and candidates alike. As a founder of Mosaic Public Partners, Bryan is very excited to focus on client needs and work with candidates to place today’s public leaders. 82 15 EDUCATION Master of Arts, Organizational Leadership – Chapman University, Orange, CA Bachelor of Science, Criminal Justice – CSU Sacramento, Sacramento, CA Senior Management Institute for Police – Boston University, Boston, MA Federal Bureau of Investigations National Academy, Quantico, VA EMPLOYMENT HISTORY Mosaic Public Partners January 2022 - Present Founder and Managing Partner Lincoln, California • Along with Greg Nelson, founded the firm to provide higher levels of service and client collaboration in public sector executive search. As co-principals of the firm, we are building a winning employee culture which leads to exceptional customer service. Ralph Andersen & Associates October 2019 – December 2021 Executive Search Consultant Rocklin, California • Worked with Greg Nelson in the firm’s public safety practice area, as well as served a diverse client portfolio pri- marily in the Western Region of the United States (primarily California, Nevada, Texas, Washington and Oregon). • Leveraged 30+ year career in municipal policing to successfully complete several police chief searches in multi- ple states. Elk Grove Police Department July 2009 – September 2019 Chief of Police (2016-2019), Assistant Chief of Police (2015-2016), Captain (2009-2015) Elk Grove, CA – Direct Report to City Manager (population 175,000) • Established Chief ’s Community Advisory Board to increase community collaboration. • Created mission, vision, values for the organization through collaboration and team building. • Worked with City Council, City Manager and others to build a real-time information center to improve police response, along with increasing officer and public safety. Lodi Police Department February 1985 – July 2009 Lieutenant, Sergeant, Corporal, Detective, Police Officer Lodi, CA (population 65,000) BRYAN A. NOBLETT | 916.550.4100 200 Gateway Drive #1908, Lincoln, CA 95648 bryan@mosaicpublic.com www.linkedin.com/in/bryan-noblett-47689131 www.mosaicpublic.com 83 COST OF SERVICES 16 Our flat fee to provide executive search services as outlined in this proposal for the position of City Manager is $26,500. The flat fee includes both professional services and consultant expenses related to the aforementioned work plans. These expenses include graphic design, advertising, consultant travel, administrative support, printing, postage, technology, and edu- cational verification and background check on the selected candidate. Invoicing will be in four installments: 1. Upon Execution of the Professional Services Agreement: $7,950 2. After Presentation of Candidates: $7,950 3. After Initial Interviews: $7,950 4. After Accepted Offer of Employment: $2,650 Included in the flat fee are two consultant trips to facilitate the presentation of candidates and can- didate interviews. All other consultant meetings will be conducted via videoconference. Additional consultant trips, if requested, shall be supplementally invoiced at $1,500 per day, per consultant plus consultant travel expenses. Any additional expenses will be invoiced at the end of the project and are supplemental to the flat fee. Candidate travel expenses shall be the responsibility of the City of Moorpark. This cost proposal and professional search services referenced herein are valid for 90 days from date of submittal. $26,500 FLAT FEE OPTIONAL SERVICES Should the City be interested in a utilizing a survey to extend opportunities for employees of the City of Moorpark and/or the community to provide input into the recruitment and selection of the next City Manager, Mosaic Public Partners will develop a survey instrument and provide a summary report to help inform the selection. The City would be responsible for any announcements to create awareness of the survey opportunity. The optional fee for either an employee or community survey is $2,500 or $5,000 for both. Sample employee and community surveys from the City of Morro Bay, City Manager recruitment are included in this proposal as an example of the value and expectations a survey can provide the City. 84 17 GUARANTEE Mosaic Public Partners offers an industry-standard one-year guarantee on our full search process. If, within a one-year period after appointment, the selected candidate in a search voluntarily resigns or is dismissed for cause, Mosaic Public Partners will conduct another search effort without additional fees for professional services. The City would be expected to reimburse the firm for all actual expenses incurred, which are approximately 30% of the flat fee and could include advertising costs, background checks, and consultant travel. This guarantee does not apply to the appointment of internal candidates or to candidates selected over the expressed objection(s) of the consultants. If a placement is not made in the first search attempt, Mosaic Public Partners will conduct a second search effort with no charge for professional services. The City would be expected to pay for all actual expenses incurred in furtherance of the second search effort which could include advertising costs, background checks, and consultant travel. Mosaic Public Partners will never actively recruit our placement while they are employed with the City of Moorpark. INSURANCE Mosaic Public Partners maintains the following insurance coverage: Errors and Omissions/Professional Liability $2,000,000 General Liability/Commercial $2,000,000 Automobile Liability (hired/non-owned) $1,000,000 Workers Compensation $1,000,000 Data Breach Liability $2,000,000 85 SAMPLE CANDIDATE PROFILE CITY OF ARROYO GRANDE, CA – CITY MANAGER 1886 CITY OF ARROYO GRANDE, CALIFORNIA CITY MANAGER Recruitment Services Provided By 87 Arroyo Grande, incorporated in 1911, is located on the California Central Coast midway between Los Angeles and San Francisco. Located in San Luis Obispo County, the City is 5.45 square miles with a population of 18,469. Nestled between the Pacific Ocean, beautiful foothills, lakes, and world-class wineries, the City boasts fine homes, excel- lent schools, and a thriving agricultural and tourism-based economy. Downtown Arroyo Grande, or the “Village” as locals call it, is the quaint heart of the city. The walkable downtown has antique shops in old Victorian buildings, farm-to- table eateries and watering holes, and exhilarating outdoor exploration. In the middle of the village overlooking Arroyo Grande Creek is the historic Swinging Bridge, which is owned and maintained by the City. Constructed in 1875, it spans a total length of 171 feet, is suspended 40 feet above the creek, and is the only one of its kind in California. The City prides itself on its beautiful array of parks, open space, and multiple commu- nity facilities. From the many parks to the sports complexes to the wildlife preserve, the City of Arroyo Grande encourages a strengthened community and improved psychological health. Each year, the Harvest Festival and Summer Concerts in the Park Series draw crowds of visitors seeking an old-fashioned good time. Arroyo Grande is one of the cities on the central coast known as the “Five Cities,” which includes Grover Beach, Oceano, Pismo Beach, and Shell Beach or Halycon. Known for its Mediterranean climate, summers are warm and dry with an average temperature of 70 degrees. Meanwhile, winters are mild with an average temperature between 50 and 60 degrees. About Arroyo GrandeThe Opportunity The City of Arroyo Grande offers a truly exceptional opportunity to city management professionals who wish to deliver impactful work, partner with a bright and dedicated staff, and serve the community with a highly professional City Council – all along California’s idyllic Central Coast. 88 The City of Arroyo Grande is a general law city, operating under the City Council/City Manager form of government. The five-member City Council consists of the directly elected Mayor and four City Council Members. The mayor is elected to a two-year term and the Council Members are elected to serve four-year overlapping terms from districts. The Council appoints the City Manager and the City Attorney. Arroyo Grande is a full-service city, with police, streets, engineering, planning, building, parks, recreation, water, and sewer services. Fire services are provided through the Five Cities Fire Authority, a joint powers authority established between the City of Arroyo Grande and the City of Grover Beach. The City’s budget for FY 2023-24 is $44.1 million, of which $22.2 million represents the City’s General Fund. Every two years, the City of Arroyo Grande carries out a goal-setting process for the City Council to establish priori- ties to make Arroyo Grande the best place to live, work, and play. Through its budget process, the City Council matches the resources necessary to achieve these priorities and to enable the City to provide high quality services, programs, and projects. Earlier this year, the City Council established four major City goals to prioritize during this biennial budget cycle. The goals were established based on the results from a community survey and input from the public and staff, and are as follows: City Government Funding – Support a thriving community through fiscal responsibility, economic development efforts, and addi- tional and alternative revenue streams. Fire Services - Implement operational and fire and emer- gency service delivery improvements through the Five Cities Fire Authority and complete the transition of services to Oceano due to its exit from the Authority. Infrastructure – Invest in and complete critical infrastruc- ture projects throughout the City through the strategic prioritization of projects based on available resources. General Plan Update – Prioritize and complete major work efforts for the comprehensive General Plan update to pro- vide a vision and framework for future development within the City. Despite its easy-going coastal charm, Arroyo Grande takes pride in investing in the City’s future, investing in the City’s infrastructure and facilities, and investing in its people. To demonstrate this, the City has joined the Central Coast Blue Regional Recycled Water Authority. The Authority is a local sustainability project that will create a new, high quality, and reliable water supply for the Five Cities, even in time of water shortage or drought. 89 The City Manager is appointed to effectively implement and administer the policies established by the City Council. The City Manager is responsible for making recommendations to the Council concerning policies and programs and developing methods to ensure the efficient operation of services. The City Manager has significant responsibilities for the operation of the City, including: • Provide overall leadership for City staff; • Fully oversee and assist the City Council on policy matters; • Establish procedures for policy/program implementation; • Maintain the delivery of established services in align- ment with the community standard; • Hire, assign, and promote employees; • Implement federal, state, and county mandates as appropriate. The City Manager also represents the City within the community and with other government agencies. The Position 90 The next City Manager will be presented with a few known challenges and opportunities in which to excel, including: • The General Plan and Development Code Update is a monumental opportunity to shape the future of Arroyo Grande. The City has engaged a consultant and is in the very early stages of the project, which will provide a unique opportunity for the next City Manager to be involved in the general plan update, creation and execution. • A number of other key projects have recently been completed, including Central Coast Blue (a large, regional, water sustainability project), realignment of the fire authority Joint Powers Agreement, completion of the City’s housing element, and the successful negotiation of the labor agreements with the City’s three bargaining units. This will allow the next City Manager the needed capacity and focus to have a successful transition. • There is an opportunity to work with City staff to streamline processes and drive efficiencies across the organization, to yield both cost savings and better cus- tomer service. • The City is currently polling to gauge community sup- port for a sales tax measure in the upcoming election. Successful adoption will provide significant resources to drive capital projects and other key initiatives. Challenges and Opportunities 91 In addition to being ethical, well qualified, and experienced, the next City Manager for Arroyo Grande must possess cer- tain traits that will be essential for success. • The Council seeks a confident and self-assured executive who has the ability to balance hands-on leadership with the necessary delegation to empower and develop the talented and committed staff of Arroyo Grande. • Executive experience in local government, preferably in a municipal setting, with significant exposure and interaction with elected bodies will be critical for success – whether at the City Manager, or Assistant/Deputy level. • The ability to build and maintain rich and effective rela- tionships with Council, staff, and the community is of critical importance for success in the position. In a small and engaged community such as Arroyo Grande, the City Manager must be highly accessible and visible in the community. • The Council seeks to establish a long-term relationship with its next City Manager and is committed to success in the role. Ideal Candidate 92 Any combination of experience and training that would likely provide the required knowledge and abilities is qual- ifying. A typical way to obtain the knowledge and abilities would be: Education: Equivalent to a Bachelor’s degree from an accredited college or university with major course work in public administration, business administration or a related field. An advanced degree in public administration or a closely related field is desirable. Experience: Seven years of increasingly responsible expe- rience in government, including five years of administrative and supervisory responsibility. Qualifications 93 The Arroyo Grande City Council will offer a highly competitive salary and benefits package to its next City Manager which considers the candidate’s qualifications and track record of career success. The salary range for the position of City Manager is $203,915 to $247,944 annually. Compensation & Benefits 94 This recruitment will be handled with strict confidentiality. Confidential inquiries are welcomed to Greg Nelson or Bryan Noblett at (916) 550-4100. References will not be contacted until mutual interest has been established. Interested candidates should submit a comprehensive résumé and compelling cover letter online at mosaicpublic.com/careers no later than Monday, October 23, 2023. The City of Arroyo Grande is an Equal Opportunity Employer. The Recruitment Process 95 SAMPLE STAFF SURVEY CITY OF MORRO BAY – STAFF SURVEY CITY OF MORRO BAY – COMMUNITY SURVEY 2896 CITY OF MORRO BAY, CALIFORNIA CITY MANAGER CITY STAFF SURVEY RESULTS 97 This report summarizes the results of the City Staff Survey conducted as part of the City of Morro Bay’s City Manager recruitment and selection process. The survey was created by Mosaic Public Partners to allow respondents the ability to provide input regarding the desired attributes, challenges, and priorities for the next Morro Bay City Manager. The survey was electronically distributed to 105 City staff members and the staff was given approximately five weeks in March and April to respond. A total of 30 responses were received, which means approximately 29% of the staff chose to provide input as part of the recruitment process. A total of five questions were asked as part of the survey. The first question was designed to collect demographic information from the respondents. Questions 2 and 3 were designed to elicit information from staff regard- ing top challenges and priorities the next City Manager should focus on. Question 4 sought to collect the most important characteristics staff are seeking in their next leader. The final question provided a free response opportunity for staff to share any additional thoughts regarding the selection of the next City Manager. 2 CITY STAFF SURVEY RESULTS DEMOGRAPHIC INFORMATION 57% OF CITY STAFF LIVE OUTSIDE OF MORRO BAY 43% OF CITY STAFF LIVE AND WORK IN MORRO BAY. 98 CITY OF MORRO BAY What do you believe will be the most significant challenges for the next City Manager? 11Vistra Battery Energy Storage System/Wind Energy Project 7Balancing the community and business district with the new mayor and council 2Maintaining the small town identity 12Generating revenue by increasing the tax base and managing salaries 7Recruitment and retention of City Staff 5Adopting goals for housing and development 4Decommissioning of the wastewater treatment plant and transitioning to WRF 3Degradation of City infrastructure Challenge Theme 1 - Topics relating to the Vistra Battery Energy Storage System and the Wind Energy Project were prominent in the survey (36%). The responses were divided between support and opposition for these projects; however, it is clear they will present a significant challenge for the next City Manager. Several respondents specifically mentioned the need to balance the community and business district needs while demonstrating leadership acumen with a new mayor and council. Challenge Theme 2 - A strong focus was placed on generating revenue in light of recession concerns while maintaining and/or increasing levels of service to the community (40%). Placing priorities on budgeting between salaries, projects and the community were strongly represented. A common priority was recruitment and retention of City staff (23%). Many of the respon- dents who identified this priority paired it with the need for competitive salaries for City staff. Challenge Theme 3 - Several responses presented a theme suggesting the next City Manager will need to focus on the City’s infrastructure, devel- opment, and housing. It was suggested the new mayor and council follow the recently adopted goals and policies while guiding the City in this area. Several respondents mentioned concerns surrounding the wastewater treatment plant and the transition to the WRF. 3 CITY STAFF SURVEY RESULTS 99 CITY OF MORRO BAY What do you believe are the important areas of improve- ment you would like to see the City Manager prioritize? Improvement Theme 1 -A strong sentiment toward recruitment and retention occurred with a focus on competitive salaries and benefits for City staff (20%). A recurring topic was team building and cohesiveness, employee development, and clear communication from the City Manager to enable staff to meet the City’s goals and objectives. Improvement Theme 2 - Respondents felt that a clear vision for the City’s future while maintaining the existing feel of the community was important. Concerns regarding the future included the City Manager’s ability to develop and maintain positive leadership and rapport with the new mayor and coun- cil while managing expectations of the public when it comes to City staff. Vitalizing the community while maintaining and upgrading existing infrastruc- ture was a suggested area for improvement by 6 respondents (20%). Improvement Theme 3 - Topics related to the City’s budget and revenue generation presented during the survey (43% combined). Several respondents felt the distribution of City funds could be better allocated and prioritized. With the onset of potential high-profile projects in the City’s future, it is necessary to ensure funding will be sufficient to meet the City’s future needs. 4 CITY STAFF SURVEY RESULTS 6Competitive increase in salary and benefits for City staff 5Strategic development of City Staff and team building 3Recruitment and retention of City Staff 3Clear expectations to meet City’s goals and objectives 6Vitalize Community and Infrastructure 5Clear vision for the City 3Managing the public expectations while maintaining positive rapport with council 8Better use of City funding to fund projects and pay 5Revenue Generation 100 CITY OF MORRO BAY What characteristics do you believe best define the ideal City Manager for the City of Morro Bay? 5 CITY STAFF SURVEY RESULTS 10Strong leadership 10Good listener and communicator 5Supportive of City staff 4Prioritize critical needs and be a problem solver 4Collaborative leadership 4Be like Scott Collins 3Honest, trustworthy, and ethical 3Visionary and forward thinking 2Knowledge of coastal cities 2Apolitical and transparent 1 2 3 4 5 6 7 8 9 10 101 CITY OF MORRO BAY The following is an inclusive list of the free responses, 16 of the 30 respondents provided additional comments to this question. The responses have been grouped into four themes or concepts for organizational clarity. LEADERSHIP • Hoping to find someone that is a leader, who can work with all the council, all staff, and the community. One who supports staff, who can produce work and not just delegate all their work to staff. • Not being a sheep. • Someone that can come in and leave the ego at the door. Get to know our operations before making drastic changes. • Given the tenacity of the public, we need someone who will not cave into the individual desires of the public by abandoning the hard-fought adopted goals and policies included in the General Plan, Coastal Land Use Plan, and zoning code. • Scott Collins was a great fit for this city which is so polarized. He was able to bring people together and find common ground and articulate the challenges at hand. It would be great to find a leader with similar character traits to Scott. A dominant, take charge, arrogant type of leader will not be good for efforts to bring people of different opinions together and won’t be good for staff. • Scott Collins’ kindness, generosity, and forward vision made him a great manager and less akin to a politician. A politician or manager will not benefit the city, but a leader will. COMMUNITY • Find someone focused on good governance, growth, and fiscal sus- tainability. Avoid someone that is focused on activism or agenda-based decision making. Identify a candidate that truly wants what is best for the community. STAFFING • Take care of the people on the front line. • Having someone with a good track record of positive influence and working relationships with subordinates would be an ideal person for Morro Bay. MISCELLANEOUS • I miss Scott, bring him back! • Thank you for this survey and for taking the time needed to choose the best candidate for the job! • It’s going to be hard to fill Scott Collins’ shoes, but we will be accepting and kind. • Scott Collins was great – find another of those. • Thank you for allowing input and good luck with the recruitment process. • Scott will be hard to replace so I wish you luck in finding his replacement. • Clone Scott Collins. Is there anything else you would like to share regarding the selection of the next City Manager? 6 CITY STAFF SURVEY RESULTS 102 CITY OF MORRO BAY, CALIFORNIA CITY MANAGER COMMUNITY SURVEY RESULTS 103 This report summarizes the results of the Community Input Survey con- ducted as part of the City of Morro Bay’s City Manager recruitment and selection process. The survey was created by Mosaic Public Partners to allow respondents the ability to provide input regarding the desired charac- teristics and priorities for the next Morro Bay City Manager. The survey was electronically distributed to the public through the City’s website and the community had approximately five weeks in March and April to respond. A total of 44 responses were gathered from community members who chose to provide input as part of this recruitment process. A total of four questions were asked as part of the survey. The first question was designed to collect demographic information from the respondents. Question 2 was designed to elicit input from the community about the top priorities the next City Manager should focus on. Question 3 sought to collect the most important characteristics that best define the ideal City Manager for the City of Morro Bay. The final question provided a free response opportunity for respondents to include any additional thoughts they desired to share regarding the selection of the next City Manager. 2 COMMUNITY SURVEY RESULTS DEMOGRAPHIC INFORMATION 75% RESIDENT 33 RESPONDENTS 4.5% NEITHER 2 RESPONDENTS 18.2% BUSINESS OWNER & RESIDENT 8 RESPONDENTS 2.2% BUSINESS OWNER 1 RESPONDENT 104 CITY OF MORRO BAY What do you believe should be the top priorities for the next City Manager? Improve Infrastructure (19) The top issue identified was improving the City's roads. Additional concerns were keeping the city attractive to help promote tourism, public building upkeep, flood control, and repair to the harbor. Economic Development and Generating Revenue (18) Respondents wish to improve the economic well-being and quality of life for the community while maintaining the coastal and quaint feel of the city. By bringing eco- nomic vitality and generating revenue, infrastructure improvements will follow and help local businesses. Challenges with unhoused persons and cleaning the city (9) Many of the respondents relayed concerns about homelessness and safety. Additionally, this will contribute to city clean up, beautification, and maintenance. Financial Responsibility (9) Fiscal health and responsible spending were highly noted. Suggested responses included staying within the City’s budget, reducing costs within City management, and blocking projects that result in fines when not completed in a timely manner. Vistra Battery Energy Storage System (5) This topic presented with a division of support and opposition for the project. However, it is noted that this issue is a priority for the next City Manager. 3 COMMUNITY SURVEY RESULTS During extensive outreach in the initial stages of the recruitment, community members were asked to identify the top priorities for the next City Manager. Those responses were gathered by the recruitment team and are detailed below by category. Affordable housing (5) Several respondents believe the next City Manager should make affordable housing for residents a priority. Community outreach (4) – Some respondents would like to see more community engagement to ensure the citizens of Morro Bay have a voice. Additionally, it is suggested that outreach will resolve questions and con- cerns raised by community members. 105 CITY OF MORRO BAY What characteristics do you believe best define the ideal City Manager for the City of Morro Bay? 4 11Effective communicator 9Experienced and competent 8Honesty/Integrity/Trustworthy 8Strong leader 8Financially sound/business background 7Values the community’s input 7Has the best interest for the city 6Unbiased/political acumen 3Problem Solver/Strategic thinker 5Good work ethic 3Personable 5Lives in Morro Bay 2Consensus builder COMMUNITY SURVEY RESULTS 106 CITY OF MORRO BAY The following is an inclusive list of the free responses where 30 of the 44 respondents provided additional comments. The responses have been grouped into themes or concepts for organizational clarity. COMMUNITY • The next City Manager should have roots in Morro Bay. The decisions they make should directly affect them. • They need to have already lived here and not just pocket cash from whoever can give them the most. How about someone who’s had to pay their way with a regular job in this area? Don’t just cater to the wealthy. • Obviously, I care about cleaning up trash and graffiti. I’ve attempted to contact the last City Manager and got no response. I think it’s pretty pathetic that locals have to clean up trash and paint over graffiti. I raise my children here and own a home. I take on enough. I think the trash hero thing is a BS cop-out to save money. • Resident. • Be motivated in wanting to see Morro Bay thrive and succeed. • We need a sensible, tourist-oriented plan for the power station. • Hopefully someone who is involved in the community and stays. • It’s a tough job to work with the council and City staff to get things done harmoniously. Please select someone who can improve our city. Someone that lives in or whose heart is in the central coast. • Consider cultural fit. The next City Manager should be a good fit for the culture and values of Morro Bay. This can include a commitment to environmental sustainability, a focus on community engagement, and an understanding of the unique challenges facing the city. LEADERSHIP AND CHARACTERISTIC • The next City Manager should continue what Scott Collins started - knowing and appreciating what staff does, helping the public understand it, and holding staff accountable to high quality. The next city Manager should be as approachable, transparent, humble, and welcoming as Scott. • Yes, we can attitude. • Needs to have a strong backbone to deal with the most vocal, smallest population that constantly threatens the ability of Morro Bay city govern- ment to function. • Should be analytical, hold ego in check and be energetic. • Pragmatic. • Kindness, inclusivity, and rainbow crosswalk. • It has to be someone the council can work well with. • Clone Scott Collins. • Scott Collins pedigree and temperament will never be matched. But that should be our North Star. Is there anything else you would like to share regarding the selection of the next City Manager? 5 COMMUNITY SURVEY RESULTS 107 CITY OF MORRO BAY RELATIONSHIPS • The City Manager needs to be able to communicate with the council when prioritizing staff efforts, spending decisions, seeking new busi- ness investment, and serving the whole community, not just those who have the time to attend meetings and speak. • Work in concert with staff, city council, mayor and communities surrounding Morro Bay. CITY STAFFING • The City of Morro Bay has been lucky to attract and hire very talented individuals. However, retention is a struggle due to employee burnout, responsibility overload and imbalance, and especially low pay. It would go a long way if the next City Manager could recognize that city staff is overwhelmed constantly and continues to miss milestones, while not intentionally, but out of necessity and staffing constraints. The message to the community is that Special Revenue was to help with these staff- ing and salaries shortages but that doesn’t seem to be what is actually occurring each year. • Our city staff are the most competent, professional staff at every position that we have had in 23 years of owning a home and operating a business in Morro Bay. It is of paramount importance to maintain the quality of city services and to increase revenues to retain staff. RECRUITMENT PROCESS • Please share the process openly with the public. • Would really appreciate and need a town hall setting where residents can meet face-to-face and get to know the candidates. • Listen to the citizens. • Thank you for opening up your selection process by distributing this online survey, which I hope will be energetically widespread. • Conduct a thorough and transparent recruitment process. It’s important to ensure that the recruitment process for the City Manager position is fair, transparent, and inclusive. This can help attract a diverse pool of qualified candidates and ensure that the best person is selected for the job. • Involve stakeholders in the selection process. It may be beneficial to involve a diverse group of stakeholders, such as city staff, elected officials, business owners, and residents in the selection process. This can help ensure that the new City Manager has the support of the community and is aligned with the city’s values and priorities. • Prioritize experience and qualifications. When selecting the next City Manager, it is important to prioritize candidates who have a proven track record of success in municipal management and possess the necessary qualifications and skills for the job. Is there anything else you would like to share regarding the selection of the next City Manager? 6 COMMUNITY SURVEY RESULTS 108 CITY OF MORRO BAY Is there anything else you would like to share regarding the selection of the next City Manager? 7 COMMUNITY SURVEY RESULTS MISCELLANEOUS • Maybe a woman would be a good choice to complement our all women council. • That the candidate is selected upon merit and compatibility, not DEI parameters. • Someone who is willing to invest 5-10 years to help the city achieve long-range goals. • Provide support and resources. Once the new City Manager is selected, it’s important to provide them with the support and resources they need to be successful. This can include mentoring and coaching, access to training and professional development opportunities, and a clear set of expectations and goals. 109