HomeMy WebLinkAbout04 C41540 Ralph Anderson - Recruitment ServicesCONTRACT NO. C41540
STAFF REPORT
CITY OF PALM DESERT
CITY MANAGER’S OFFICE
MEETING DATE: May 27, 2021
PREPARED BY: Andy Firestine, Assistant City Manager
REQUEST: Ratify the City Manager’s Authorization to enter into agreement with
Ralph Anderson & Associates and authorize the expenditure of up to
$80,000 for recruitment services.
___________________________________________________________________________
Recommendation
By minute motion, that the City Council,
1) Ratify the City Manager’s authorization to enter into an agreement with
Ralph Anderson & Associates; and
2) Authorize the expenditure of up to $80,000 for recruitment services.
Background Analysis
The City of Palm Desert engaged Ralph Anderson & Associates to conduct its recruitment
for the Public Works Director position in the amount of $25,000 plus $1,500 per candidate
for any additional reference checks. This contract was executed as an administrative
contract as it was within the City Manager’s signature authority.
Concurrently, the City sought to engage the services of another recruiter for the
recruitment of the Human Resources Manager. This firm was unable to meet the initial
deliverable deadlines and was disengaged from the recruitment process before a contract
was executed. Ralph Anderson & Associates were asked to provide a proposal to conduct
the Human Resources Manager recruitment given their responsiveness to the Public
Works Director recruitment and their current contract status with the City. Additionally,
Ralph Anderson & Associates was asked to provide a proposal for the recruitment of a
Development Services Director.
Ralph Anderson & Associates has provided the requested proposals for the Human
Resources Manager and Development Services Director recruitments at a rate of
$25,000 per recruitment plus $1,800 for any additional reference checks. They have also
begun the Human Resources Manager recruitment and are in the process of preparing a
recruitment brochure for the Development Services Director position.
Cumulatively, the three recruitments exceed the City Manager’s purchasing authority.
Due to the critical nature of these recruitments, the City Manager authorized the
May 27 , 2021 -Staff Report
Ratify City Manager's Authorization of Agreement for Recruitment Services
Page 2 of 2
expenditures under an exception to the purchasing policy through a memo dated
May 12 , 2021 . This memo was for a maximum of $80 ,000 .
Fiscal Analysis
Staff is requesting authorization to expend up to $80 ,000 for recruitment services .
LEGAL REVIEW FINANCIAL ASSISTANT
Aooroved as to Form DEPT . REVIEW REVIEW CITY MANAGER
N/A L . Toclcl t-t 1-LelllA..C1 II\, 9eth't,e::t 1'11. 1'11001,,e, ..'A.nay :Jires tine
Robert W . Harg reaves L. Todd Hileman Jan et M . Moore Andy Firestine
C ity Attorney C ity Manage r Dire ctor of Finan ce Ass ista nt City Ma nage r
L. Todd Hil ema n , C ity Ma nag er :
L. To ~~ HHeV\,A.,C!V\,
ATTACHMENT : 1) City Manager memo dated May 12 , 2021
CITY COUNCIL.A CTION
APPROVED __ ✓ _____ DENTED------
RECEIVED OTHER _____ _
MEET~G DATE ~-~
AYES•Ha.w,IQmlin~J;W11t1n,1la ,tt Kelty
No Es: ...1.N~on~e ____________ _
ABSENT: .NtJne:~i,.;_ ___________ _
ABSTAIN: -LNar,::t,,UJ.J.1.,.e, _ __,.. ________ _
VERIFIED BY:...J.miis~wW.uk.u..CS..::i.---------
Original on File with City Clerk's Office
CITY OF PALM DESERT
PUBLIC WORKS DEPARTMENT
INTER4FFICE MEMQRANDUM
To: Tadd Hileman, City Manager
From: Andrew Firestine, Assistant City Manager
Date: May i 2, 2021
5ubject: Approval for Ralph Anderson & Associates Recruitment Services
The City af Palm Desert has engaged Ralph Anderson & Associates to conduct its
recruitment for the public works director position and has further solicited their services to
conduct recruitments for the human resources manager and develapment services director
pasitions. Far the public works director recruitment, #f�e City executed an administrative
contract for their services. For the subsequent recruitments, the City has entered into a
master agreement with Ralph Anderson & Associates that allows for these recruitments to
be initiateci through a purchase order.
Greg Nelson with Ralph Anderson & Associates has provided letter proposals for the
human resources manager and development services director recruitments (see attached).
The proposals are both set at a fixed fee of $25,000 plus $1,800 per candidate for any
additional reference checks beyond the top candidate for each positian. Together with the
$25,400 for the public works director recruitment, the cumulative total af these recruitments
exceet#s the city manager's purchasing authority.
As time is af the essence, an exception to the Purchasing Policy is being requested under
Section 3.30.140 Best Competitive Value Procedures, Item C, Sub-5ection 2, which states:
In the case of an emergency which requires fhe immediate procurement of
public projecfs, confractual services, professional services or materials,
supplies, and equipment, the cify manager may authorize the purchasing
officer to procure these ifems without regard io the provisions of this chapfer;
provided that a written public record shall be kept showing the nature of the
emergency and fhe city manager's auihorization to proceed under the
provisions of fhis secfion. The cify manager shal! terminate the emergency
action at the earliest possible dafe that condiiians warrant.
By way this memo, I am seeking your concurrence and authorization to engage with Ralph
Anderson & Associates up to $80,000 for the combined recruitments of the public works
director, human resources manager, and development services director. Due to the
purchase amount, a staff repart ratifying yaur approval is being submitted for the May 27,
2021 City Council meeting. Throug� the staff report to Council, I will request an additional
authorization of $30,000 for a combined total of $110,000 in the event that any additional
Memo — Ralph Anderson & Assaciates Recruitment Senrices
May 12, 2021
Page 2 of 2
recruitment services are needed before the end of the fiscal year. With your appro�af, I wi�l
also prepare purchase orders for bath recruitments.
If you cancur, please indicate your approval below.
Appro�e :
� 4���. ,-
To- Hileman
City Manager
�
� - -- --
Attachments as noted
� � Raf�h Andersen
& Associates
May 1 D. ?f721
Mr. Tndd Hiiema�
City Mana�er
�ity of f'ali�1 �csert
7351 D �'rcd Wariilg Dri�e
Palm Desert, Califo�-�1ia 922G�
Via Emai1: afirestit��e("ri�cityofpalmdescrt.r�r�
❑ear Mr, Hileman;
We are pleased tn sub�r�it this Letter Proposal to fhe City of� Pali�i Desei-c for rerruitrnenl scrvic�s for
the pusition of Co�nmuniry De�elapment Director.
Irn�rn-tant tn nt�te, crur fii-�17 has le�eraged �icieo te�hnoingi�a! 5alutians to ti�e maximuin extent possil�€e
tn keep our searcll pr�cesses �no�ing forward and, at the satne time, adller�. tv public l�ealth ma�idates.
ln inany �i�.3ys, this has beeii an easy transition far our firm since tlie use of technala�y h�s Ueen so
much a part of'o�ir recruitment �racti�e o�er the last few years as we cnntintie to support public agencies
across the nation.
Ralpli Andrrs��1 c4c Assaciates wou�d be pleased to undcrtak� this hi�;11-[e�°�! recn�it�nent a�1d wauld be
avai�able to l�egin the �-ecr�iitment witllsi� 34 clays af not��e t� proceed or a mutually a�ree�i ��paiz
tiencframc.
T11c City vf Palm ❑es�rt will bc ser�cd by Mr. G�-�g N�lsan as tl�c Praject ❑ire�tor, stippor-tcd by a
team af prafessionai staff.
Relati�e Experien�e
Ralph Andersen & Assoriates has conducted the Following recer�t recruEtme�ts for the �i�,y:
• Assistant City Mana�er tZt� l9)
• C'sty Manager [201(� & 2021)
■ H«man Reso�irces Mar�ager (Curr�r�t Searct�}
• Pul�lic Works Director �Current Searck�)
Additianally, Ralph Andersen & Assacia#es �ias conducted �he fQlla�vi�g recent cammunity
de�elopn�ent refated reCruitments [Zfli5 te� Present}:
■ Alameda Co�iniy, CA
� Executi�e Dircctor, East 8ay Econosl�ic De�elo��ne�1t Alliance [2d19j
• Anaheim. CA
� �canomic de�elopn�e�lt Mana�e�- {?U� 7]
• A��St�n, TX
� Assislailt ❑irector, De�efop�nent Sefwices (2(�2Q)
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City of Palm Desert
Page 2
• Bellevue, WA
� Chief Economic Development Officer (2019)
• Burleson, TX
� Assistant Development Services Director (2019)
• Cupertino, CA
� Assistant Director of Cominunity Developinent (2016)
• Fullerton, CA
� Community Development Director (2017)
• Garden Grove, CA
� Community & Economic Development Director (2016)
• Hayward, CA
� City Building Official (2016)
• Huntington Beach, CA
� Director of Community Development (2018)
• Irvine, CA
� Community Development Director (2015)
• Laguna Beach, CA
� Director of Community Development (2019)
• Lake Forest, CA
� Assistant Director of Community Development (Partial Search) (Current Search)
• Lancaster, CA
� Development Services Director (2015)
• Marin County, CA
� Director, Community Development Agency (Curcent Search)
• McKinney Economic Development Corporation, TX
� President (2018)
• Modesto, CA
� Director of Community and Economic Development (2015 & 2018)
• Nevada County, CA
� Community Development Agency Directar (2015 & Current Search)
• Orange, CA
� Community Development Director (Current Search)
City of Palm Desert
Page 3
• Palm Springs, CA
� Director of Building & Safety (2019)
• Reno, NV
� Community Development Director (2019)
• Riverside, CA
� Coininunity & Econoinic Developinent Director (2015)
• Riverside County, CA
� Deputy Director of Economic Development Agency (2016)
� Code Enforcement Official (2016)
• Roseville, CA
� Economic Development Director (2018)
• San Antonio, TX
� Assistant Director of Planning & Communiry Development (2015)
• San Bernardino, CA
� Community & Economic Development Director (2019)
• Tucson, AZ
� Economic Initiatives Director (2019)
• West Sacramento, CA
� Community Development Director (Current Search)
Work Plan
We approach every search with a sense of excitement and urgency and we always "hit the ground
running." That means that when the City gives us notice to proceed, we kickoff the process
immediately — working closely with the City Manager and others, as requested, to identify the key
characteristics and professional experience desired in the candidate pool. We believe strongly in
providing timely client communications and, while we will deliver regular status reports at each stage
of the search, our consultants pride themselves in being highly accessible and responsive to all client
requests and inquiries.
Mr. Greg Nelson, Vice President with Ralph Andersen & Associates, will be the Project Director on
this search.
Given the uncertaintv reQardinQ in-nerson meetinns and travel due to the COVID-19 nandemic. all
meetinQs will be conducted via videoconference durine the recruihnent
Task 1— Review Project Management Approach
Mr. Greg Nelson, Project Director, will meet with the City Manager, Director of Administrative
Services, and appropriate City staff to discuss the project management for the search. The discussion
will include a review of the work plan, confirmation of timing, and communication methods.
City of Palm Desert
Page 4
Task 2— Develop Position Profile
The position profile for the Community Development Director is the guide for the entire search
process. The development of the profile includes the collection of technical information and
recruitment criteria.
Technical Information
Mr. Nelson will conduct video meetings with the City Manager, Director of Administrative
Services, and other key City staff to gain an understanding of the experience and professional
background requirements desired in the Community Development Director. These discussions
will also help the search consultant gain an understanding of the work environment and the
opportunities and challenges facing the City.
Recruitment Criteria
The recruitment criteria are those personal and professional characteristics and experiences
desired in the Communiry Development Director. The criteria should reflect the goals and
priorities of the City. The Project Director wil I meet with the Ciry Manager and other City staff
to facilitate the identification and articulation of that criteria.
Subsequent to the development and adoption of the candidate protile, the technical information
and recruitment criteria will be documented in an information brochure prepared by the search
consultant. The brochure will be reviewed by the City in draft format, revised as appropriate,
and published for use throughout the search.
Task 3— Outreach and Recruiting
This task is among the most important of the entire search. It is the focus of the activities of the search
consultant and includes specific outreach and recruiting activities briefly described below.
Outreach
An outreach process including personal contact with potenriad candidates will be developed.
An accelerated outreach and advertising campaign will be developed. It will include the
placement of ads in industry and professional websites. Specific Internet sites related to
government will be used as a method of extending the specific outreach in a short period of
time.
Additionally, the advertisement and the full text of the position profile (the recruitment
brochure) will be placed on Ralph Andersen & Associates' website, which is accessed by a
large number of qualitied candidates. This method of outreach to potential applicants provides
a confidential source that is monitored by many key level executives on an on-going basis.
Candidate Identification
Ralph Andersen & Associates will use their extensive contacts to focus the recruiting effort. In
making these contacts, the search consultant will target those individuals who meet the criteria
established. Each of the candidates identi5ed through the recruiting efforts will be sent an
information brochure. Candidates will also be contacted directly to discuss the position and to
solicit their interest in being considered.
Both the outreach and recruiting activities will result in applications and resumes from
interested candidates. As they are received, resumes will be acknowledged and candidates will
City of Palm Desert
Page 5
be advised of the general timing of the search process. The following tasks involve the actual
selection process, once all resumes have been received.
Task 4 — Candidate Evaluation
This task will be conducted following the application closing date. It indudes the following specific
activities:
Screening
All of the applications will be carefully reviewed. Those that meet the recruitment criteria and
minimum qualifications will be identified and subject to a more detailed evaluation. This
evaluation will include consideration of such factors as professional experience, and size and
complexity of the candidate's current organization as compared to the candidate protile.
Preliminary Research and Internet Review
The research staff of Ralph Andersen & Associates, under the direction of the Project Director,
will conduct preliminary research and internet review for those candidates identified as the
most qualified as a result of the screening process. This level of research will be done on a
limited number of candidates to learn more about each candidate's public profile and related
information that is available on the internet.
Preliminary Video Interviews
The Project Director will conduct preliminary interviews with the top group of candidates
identified through the screening and preliminary research review processes. The interviews are
extensive and designed to gain additional information about the candidates' experience,
management style, and "fiP' with the recruitment criteria. Interviews will be done using video
technology or via telephone. No consultant travel for preliminary in-person interviews has been
included in this proposal.
The screening portion of the candidate evaluation process typically reduces a field of applicants
to approximately tive (5) to six (6) individuals. Those individuals will be reviewed with the
City Manager prior to proceeding with the individual interviews.
Task 5 — Search Report
After completing Task 4, all documentation will be supplied to the Ciry electronically. No physical
copies will be supplied to the City for any phase of this search engagement. Mr. Nelson will prepare
detailed information for review including resumes uploaded to a file sharing system (i.e., DropBox or
ShareFile). Mr. Nelson will conduct a video conference with the City Manager and other key staff to
review the search report on the top candidates. The report divides all of the candidates into four groups
including 1) the top group of candidates recommended to be interviewed; and 2) a backup group to the
first group. The search report will include candidate resumes. The results of the preliminary research
and interviews will be provided in writing to the City. This meeting will result in a confirmed group
of top candidates for the City to further consider.
Task 6 — Selection
The final selection process and the timing of the final selection will vary depending upon the desires
of the City Manager. The typical services provided by Ralph Andersen & Associates in the selection
City of Palm Desert
Page 6
process are described briefly below. Mr. Nelson will coordinate the selection process for the finalist
group of candidates. This includes handling the logistical matters with candidates and with the City.
Mr. Nelson will prepare an electronic interview booklet (uploaded to a file sharing program such as
DropBox or ShareFile) that includes the resumes and candidate report (with interview comments,
preliminary research, and other relevant information about the candidates). In addition, the booklet will
contain suggested questions and areas for discussion based upon the recruitment criteria. No hard
copies of material will be provided. Should the City desire hard copies, that will be the responsibiliry
of the City to produce and distribute.
The Project Director, Mr. Nelson, will facilitate the interviews to assist the Ciry through the selection
process. This assistance will include an initial orientation, candidate introductions, and facilitation of
discussion of candidates afrer all interviews have been completed.
Additionally, verifications will be made on the top one to two candidates and will indude Department
of Motor Vehicle check, sex offender registries, civil litigation, and credit check. Due to recent
legislation, effective 2019, criminal checks (`Ban the Box") are only permissible when a contingent
offer of employment is made. A candidate report (with interview comments, preliminary research, and
other relevant information) will be prepared for each of the top one to two candidates. The results of
these verifications will be discussed with the City at the appropriate time.
Reference checks will be conducted on the top candidate. The results of these reference checks will be
discussed with the City at the appropriate time.
Mr. Nelson is available to provide assistance to the City in the final selection as may be desired. This
assistancc may include providing or obtaining any additional information desired to assist in making
the final selection decision.
Task 7 — Negotiation
Mr. Nelson is available to assist the City in negotiating an employment agreement with the selected
candidate. This may include recommendations on setting compensation levels.
Task 8 — Close Out
After the City has reached agreement with the individual selected for the position, the search consultant
will close out the search. These activities will include advising all of the finalist candidates ofthe status
of the search by telephone.
Project Staffing
Only senior members of Ralph Andersen & Associates are assigned to lead search assignments,
ensuring that their broad experience and knowledge of the industry is brought to bear on our clients'
behal£ The City of Palm Desert will have Mr. Greg Nelson as Project Director.
Cirti� of �Perli�r Desey�l
Prr,�e 7
� �
Mr. Greg Nelsan, Praje�t airectar
Mr. Nelsan is a Vicc PresEdeiit wit}� Ralph Andcrsct3 c� Associates, followitz� a
�areer of o�c.r 2fl years in tlte pui�lic sectc�r, ��•��rkin� prii��arily for a Midwesten�
city wherc fie was known For his pro�ressi��e and principl�d leadersl�ip. Un�ltr
his ten�ue, the city inereased emplayee enga�ement, citi7en satisfactiai�
�an�on�st the hi�h�st in a nationai sur�ey}, and mad� drastic impro��cmc�lts in
the i�l�ar-management climate. He created ��i4�lic-pri��ate partiierstiips that
allowed f'c�r Superior le�•els c�f Service during �udget shorttalls, while enhat�cing
relatianships with stalcehQlders in tl�e co:lir��unity.
Vir. Nclsoii's portfalio of executive recruitme�lts is diverse, ha�ing recruited a �a�-icty ❑f �ositions for
cities, counties, an�i enterprise operations.
Mr. Nelsa�i l�olds a M�Yster'� degtee :n Public Adrninist��itior� fram the L1ni�ersity t�f Il�iiiois-
Sprin�ticld with a graduatc ccr[ificate in Ptiiblic Scctar Labor Relatiosis. Hc is a Cooperating M�mbcr
of the Texas City Management Associatian.
Paraprvfessiona� and 5upport Staff
Dther paraprofessional, �raphics. and sul3port staff ��ill pra��ir�e adminsstrati�e s�ip�nrt to tf�e Search
T�at�� vi� recruitment assignment5. These may i��clud� Ms. ❑iana Hausssnann, Ms. Christen Sanchel.
Ms. Ha�nah Jas��s, M�. K��ren �1ilGoad, Ms. Tif�a ICcllcz-. and Ms. Teresa He}�le.
� ��
�
c�
i r �
�t
_ n _.
Praject Timing
Ral�t� And�rs4n & Assnciat�:s wiil cazt�plec4 tlie search within 9[] days [or less] from thc �lCC4]]i�l7Ci: OF
this praposal ai�d issuance of a purcilase order tQ the presentatian nf'candidates. Ne�otiatio�3 with the
t�� ca��didate ��ill take an a�E�fitian<<I weeic or tw�7 after finalist inter�iews. We are prepared tn begin
this scar�h witl�in 3fl days �f �•crbal notifcation ta procccd or a i��titually a�rced upon tiin�fra�ne.
Project Cost
The recruitment eftort far the positsan ❑f' C:ommu��ity �e�elopment ❑irector will Ue s natianal searcl�
prncess ���ith a focus in Califc3rnia and the Western R�gion. The review e�fj'esumes and qu�lificatinns
witl be co3�ducted on all candidates that submit gi�ing the City t}ie abi�ity to sele�t fr��n a broad �ield
of qualit�ed candidates. The professit�na! se��iGes fee (inclusiv4 of �!C�?4'�75�5'�} tn per�o�7n the
Comil�unity De�elnpmerst Dircctor will �e bascd upon a fixed fee n#' $Z5,�flfl.
Citt' of �Palrtr Desert
Page �
�Note — Expe�lses included iil this fixed fee i�lclude such items as advertisements, c�nsultank
interaction (anticipated tQ he done 100`% through video canferencing), cleiical, research, grapl�ic
design, printing and binding, postage and delivery, verifications and Tnte�7�et a�d LexislNexis
searc�res on the tap one to two candidates, and lang-distance �elephone charges. References will
be conducted on the top candidate. Sltould the City desire to canduct additional refe�'ence checks
an n�ore than the top candidate, a backgrol►nd fee of $1,8Q0 per candidate will be billed in additian
to the above stated fees.
Brochure — A full color eiectronic brnchur� will be develaped for the Ciry of Palm D�s�E-t. Aii
pictures will be the responsibility o��t}�e City.
Invoic�n� — Ralph Andersen & Associates will Uill the City oti Palm Desert in four ii�stallments as
follows:
• �'ollowing kick-off and finalization of reciuikment brochure —�7,SOQ
� After the closing date —$7,500
• Aiter finalist interviews — $7,500
• U�o�i placement — �?,500
Progress payment� will Ue due upoi� receipt.
Exception — Any candidate travel is ti�e full respg�isibility of tlie C�ty.
Ra�ph Anders�n & Associates' Guarantee
Ralph Andersen & Assaeiates offers khe i��dustry-standard �iaran#ee a�� our sehrch services. If within
a one-year ��et�iod after appointment tl�e Comnuulity Develop�nent Director resigns or is disi�iissed for
cause, we will conduct another search free of all charges for professional services. Tl�e City of Palm
Desert wo��ld be respansible for rcii��bursemenk of a11 expenses.
If a placement is not made in the iirst autreach effort, the Consultant will conduct a second autreach
effort with na charge fo�• professional services, The City wauld Ue expected to pay'or all incurred
expens�s.
♦ ♦ ♦
Should yau need ai�y additioi�al ii�formation, }�iease feei fi•ee to call Mr. Nelson at (91b) 63D-4900.
R�spectfully Submitted,
���. Qin,o�,a�� �
Ralph Ai�dersen & Associakes
� � Raf�h Andersen
& Associates
Apri� 23, 2021
Mr. Tndd Hiiema�
City Mana�er
�ity of f'ali�1 �csert
7351 D �'rcd Wariilg Dri�e
Palm Desert, Califo�-�1ia 922G�
Via Emai1: afirestit�e("ri�cityoi-palmdescrt.gr�
❑ear Mr, Hileman;
We are pleasea ta subi�nit this Letter Proposal to fhe City of� Palin Desei-c for rerruitrnenl scrvic�s for
the pusition ot' Humai3 Resour�es Mai�ager.
Ii�pt��l:ant to note, ou�- firm has lc�era�cd �ideo te�hnaingi�al �olutions to t�e maximuin extent pnssible
tn keep our sea��ch prncesses �r�o�ing forward anci, at th�, same time, adher�. tv p�iblic h�alth mandates.
In i��any ways_ this has 6een an easy transitiQn far our fii-m since the use o1 technalogy tiss Ueen so
mu�h a par[ ot�vur recruitment practice ��er the last few years as wc cnntinue tv s�ipport public agencies
across tl�c nation.
Ral�fi Andrrsc�l c4c Elssaciatcs wout� he pleascd t� undertake this f�i�h-[e�e! recruit�r�ent a�7d would be
a�ailable to begiil the recriiitn,ent witllsn 3U days af rzati�e tt7 pro�ee�i or a mutually a�reecl upaiz
tirncfr-am�.
Thc City af Palr�l ❑escrt will 6e ser�cd by Mr. G�-eg Nclson as tl�c Prajc�t Dire�tor, stip��or-tcd by a
team af ��rofessianal st:�ff.
Relati�e Experien�e
Ralph Andersen & Asso�iates has conducted the Following recer�t recruEtme�ts for the �i�,y:
• Assistant City Mana�er [?t� l 9)
+ C'sty Manager (ZO � 6& 202 l)
■ P«hlic Works Dire�tnr {Current 5earch]
Addit�onall,y�, Ralph Andersen & Assoriates has eanducted the t'ollaw•ing recent human resoarces
related reeruitme�ts (2D15 to Present}:
• Alamcda Ca�inty, CA
► I-IRS Labor Relaiions Mat�a�er [241 S}
• Azusa, C:A
� Dire�tor of Z-luman Resaurces & Risk Mana�en�ent {2Q 17}
• Be��erly Hi�ls, CA
� Assistant �irector of Hiuzlan Resources (201 �}
� �-Euman Rest��u-ces Manager (�[] 1 S )
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City of Palm Desert
Page 2
• Broward County, FL
� Director of Human Resources (2018)
• Cincinnati, OH
� Human Resources Director (2017)
• East Bay Regional Park District, CA
� Chief Human Resources Officer (2017)
• El Paso, TX
� Human Resources Assistant Director (2015)
• Fort Lauderdale, FL
� Employment Manager (2016)
• Inland Empire Utiliries Agency, CA
� Manager of Human Resources (2019)
• Irvine Ranch Water District, CA
� Director of Human Resources (2021)
• King Counry, WA
� Human Resources Director (2018)
• Los Angeles Unified School District, CA
� Director of Labor Relations (2020)
• Madera County, CA
� Human Resources Director (2019)
• Marin County, CA
� Director of Human Resources (2016)
• Marin Municipal Water Disirict, CA
� Human Resources Division Manager (2017)
• Menlo Park Fire Protection District, CA
� Human Resources Manager (2020)
• Millbrae, CA
� Administrative Services Director (Human Resources) (2016)
• Modesto, CA
� Human Resources Director (2016 & 2020)
• Mono County, CA
� Human Resources Director (Current Search)
� Human Resources Manager (2016)
City of Palm Desert
Page 3
• Oakland, CA
Human Resource Manager (Talent Acquisition & Employee Benefits Manager)
(Partial Search) (2018)
• Orange County Fire Authority, CA
Director of Human Resources (2019)
Director of Human Resources (Background) (2020)
Human Resources Manager (2020)
• Orange County, CA
Chief Human Resources Officer (2016)
• Palm Springs, CA
Director of Human Resources (Current Search)
• Reno, N V
Human Resources Director (2018)
• Riverside County, CA
Assistant Counry Executive Officer / Human Resources Director (2018)
• San Francisco, CA
Health Service System Executive Director (2017)
Work Plan
We approach every search with a sense of excitement and urgency and we always "hit the ground
running." That means that when the City gives us notice to proceed, we kickoff the process
immediately — working closely with the City Manager and others, as requested, to identify the key
characteristics and professional experience desired in the candidate pool. We believe strongly in
providing timely client communications and, while we will deliver regular status reports at each stage
of the search, our consultants pride themselves in being highly accessible and responsive to all client
requests and inquiries.
Mr. Greg Nelson, Vice President with Ralph Andersen & Associates, will be the Project Director on
this search.
Given the uncertaintv reQardinQ in-nerson meetinns and travel due to the COVID-19 nandemic. all
meetinns will be conducted via videoconference durine the recruihnent
Task 1— Review Project Management Approach
Mr. Greg Nelson, Project Director, will meet with the City Manager, Director of Administrative
Services, and appropriate City staff to discuss the project management for the search. The discussion
will include a review of the work plan, confirmation of timing, and communication methods.
Task 2— Develop Position Profile
The position profile for the Human Resources Manager is the guide for the entire search process. The
development of the profile includes the collection of technical information and recruitment criteria.
City of Palm Desert
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Technical lnformation
Mr. Nelson will conduct video meetings with the City Manager, Director of Administrative
Services, and other key City staff to gain an understanding of the experience and professional
background requirements desired in the Human Resources Manager. These discussions will
also help the search consultant gain an understanding of the work environment and the
opportunities and challenges facing the City.
Recruitment Criteria
The recruitment criteria are those personal and professional characteristics and experiences
desired in the Human Resources Manager. The criteria should reflect the goals and priorities
of the City. The Project Director will meet with the Ciry Manager and other City staff to
facilitate the identification and articulation of that criteria.
Subsequent to the development and adoption of the candidate profile, the technical information
and recruitment criteria will be documented in an information brochure prepared by the search
consultant. The brochure will be reviewed by the City in draft format, revised as appropriate,
and published for use throughout the search.
Task 3— Outreach and Recruiting
This task is among the most important of the entire search. It is the focus of the activities of the search
consultant and includes specific outreach and recruiting activities briefly described below.
Outreach
An outreach process including personal eonract with potential candidates will be developed
An accelerated outreach and advertising campaign will be developed. It will include the
placement of ads in industry and professional websites. Specific internet sites related to
government will be used as a method of extending the specific outreach in a short period of
time.
Additionally, the advertisement and the full text of the position profile (the recruitment
brochure) will be placed on Ralph Andersen & Associates' website, which is accessed by a
large number of qualified candidates. This method of outreach to potential applicants provides
a confidential source that is monitored by many key level executives on an on-going basis.
Candidate Identification
Ralph Andersen & Associates will use their extcnsive contacts to focus the recruiting effort. In
making these contacts, the search consultant will target those individuals who meet the criteria
established. Each of the candidates identified through the recruiting efforts will be sent an
information brochure. Candidates will also be contacted directly to discuss the position and to
solicit their interest in being considered.
Both the outreach and recruiting activities will result in applications and resumes from
interested candidates. As they are received, resumes will be acknowledged and candidates will
be advised of the general timing of the search process. The following tasks involve the actual
selection process, once all resumes have been received.
City of Palm Desert
Page 5
Task 4 — Candidate Evaluation
This task will be conducted following the application closing date. It includes the following specific
activities:
Screening
All of the applications will be carefully reviewed. Those that meet the recruitment criteria and
minimum qualifications will be identified and subject to a more detailed evaluation. This
evaluation will include consideration of such factors as professional experience, and size and
complcxity of the candidate's current organization as compared to the candidate profile.
Preliminary Research and Internet Review
The research staff of Ralph Andersen & Associates, under the direction of the Project Director,
will conduct preliminary research and internet review for those candidates identified as the
most qualified as a result of the screening process. This level of research will be done on a
limited number of candidates to learn more about each candidate's public protile and related
information that is available on the internet.
Preliminary Video Interviews
The Project Director will conduct preliminary interviews with the top group of candidates
identified through the screening and preliminary research review processes. The interviews are
extensive and designed to gain additional information about the candidates' experience,
management style, and "fiP' with the recruitment criteria. interviews will be done using video
technology or via telephone. No consultant travel for preliminary in-person interviews has been
included in this proposal.
The screening portion of the candidate evaluation process typically reduces a field of applicants
to approximately five (5) to six (6) individuals. Those individuals will be reviewed with the
City Manager prior to proceeding with the individual interviews.
Task 5 — Search Report
After completing Task 4, all documentation will be supplied to the City electronically. No physical
copies will be supplied to the City for any phase of this search engagement. Mr. Nelson will prepare
detailed information for review including resumes uploaded to a file sharing system (i.e., DropBox or
ShareFile). Mr. Nelson will conduct a video conference with the City Manager and other key staff to
review the search report on the top candidates. The report divides all of the candidates into four groups
including 1) the top group of candidates recommended to be interviewed; and 2) a backup group to the
first �-oup. The search report will include candidate resumes. The results of the preliminary research
and interviews will be provided in writing to the City. This meeting will result in a confirmed group
of top candidates for the City to further consider.
Task 6 — Selection
The final selection process and thc timing of the final selection will vary depending upon the desires
of the City Manager. The typical services provided by Ralph Andersen & Associates in the selection
process are described briefly below. Mr. Nelson will coordinate the selection process for the finalist
group of candidates. This includes handling the logistical matters with candidates and with the Ciry.
Mr. Nelson will prepare an electronic interview booklet (uploaded to a file sharing program such as
DropBox or ShareFile) that includes the resumes and candidate report (with interview comments,
Ci ti � a f� Perlirr I]esey�l
Puge 6
preliminary researGh, anci ��ther rele�ac�t iiifor:narion ab«ut t�e candidates}, In additic�n, tl�e baczlclzt wiil
co�ltai�l su��csted i�uestinils and 3rcas for discussiozl l�asec� u�an t9�e r�.rriiitmcnt �ritcria. N❑ hard
co��ies c7f materi<Yi will be ��r«�ided. 51�nuld the City desire hard capies, that will he th� re5p�nsi�ility
c7f tl�e City to }}radL�c� a��d distribute.
The Project ❑irectnr, Mr. Nelson, 1'ViL� FclClZlicli4 l�i� iCII�1'V1�W5 iC] �4515i L�7C Cli�+ ihPpLl��3 t�7C S£4i:L:i1(11i
proc�ss. T'i�is assistance wili ii�clu�c a« i��itial orientalior�, candidate introductioi�s, and facilitati�n ❑f�
di5cussion of' Ganc�idates after all intervie�w�s 4iave been campleted.
Additiunaily, verifi�ati�ns �vill be madt on the top one to iwq �.andidates and �vill inciude De.partme:li
of MotQr Vehicl� ch�ck, sex ntfcndc�- r�gistries, ci�•il liti�ation, a�1d rredit checf;. Duc to rec�nt
legislatian, effecti�e `'tf I�, criminal c�eck4 {•�Ba�i the 13c�x"] are ❑nEy pe��t�issit�le when a contin�ent
otfcr at employ�nent is made. A candi�ate rcport twith interG�icw c�rn�ments, �relimi��ary research, and
othe� relevant inf�m�ation] �vill he �repared fc�r each af the top one t� twc� candidates. The restilts of'
thcsc ��crifications ��iil be discussed �vitf� the City at t��e appropriatc time.
ReferenGe ci�ecks will be cortciucted tan tlle top Gandidate. Thi results ul'tllese ref'erenGe che�ks will be
dfscussed with tl�e City at the .}�propriate time.
Mr. Nelsos� is a�ailahle ta pra�ide assislaitce to 1he Ci#y in the t�nal selection as may be desired. This
assista�7ce may includ4 providin� or c�btainiilg �any additio�ial inf�3•matron desired tc� assi�t in maki�}g
the final sclectian de�isi�r�.
Task 7 — Negotiation
Mr. N�lsan is a��aila�le to assist the City in nc�atiating an employmct�t agr�ement with tt�e seitctzd
candiclate. This rr�ay inciudt recomi�lendatiai�s on settin� c�7in�er�sati�si le��tls.
Task S — Close �u#
AFter tl�c City t�as �eached a�ree�nent witli the indi�idual sele�ted for the position, the search �oi�sultant
will Close out the sear�.�. These aetivities wi[l incl�fde advisin� al1 ��f the fi�lalist randiciates t�f'the status
of the scarch b_y tcle�honc.
Project Staf�ing
Dnly senior snemhees ❑f Raiph Andersen & 1lssocsates are assi�ned ta lead seai-ch assignments,
ensurin� that tl�eir broad c:xpe�•iencc and kno�viedge c}t� tl�e inc�ustry is brntight tc� uear on ��ur cl'sents"
hehalf. Tlre Cit�� af Palnr Deserl r��ill ha��e hfi: Greg N�lsa�i as Prnjerl Director.
Mr. Greg Nelsnn, Projeet Directar
Mr. Nels�n is a Vice P�-esielent with Ralph Anderscn & Associates, failawiilg a
career of'o�er ?U years i�i the pubiic sect�7r, workin� primarily for a Midwesten�
�ity �;�hcre l�e was kno�3�n for his pro�ressi�c and prir�cip€ed leadcrship. Llnder
11i5 tenure, tl�e c:ity inc�•easer! �mpfoyee ett�a�ernez�t, citiaen satisfactio�l
(amon�st the highest in a natic}t�al surveyy, �nd made drastic impro��inLnts in
ti�e labor-n�ar�a��ement ciimate. He created public-pri�ate partnerships that
allawed fc�r superi�r levels uf service duri�i� bud;et sh��rtfalls, while enhancin�
i-elatio��si�ips with stakehulders in tl�e ca�i�miinity.
Mt-. Nelson's portfulia of execiitive i-ecruitments is di�•erse, ha�in� recruited a �as-iety af }�ositioiis f�r
cities, cc�unties, ai}d en#erprise ��erati�ms.
Ciri� a/�Perli�r Desey�l
Prr,�c� 7
Mr. Nelsan f�alds a MaSter's degree in Public Admsy�istratiai3 from the Lini�ersity ❑f [l�ii�c�is-
5pringticld with a�raduate ccrtificate in Public 5cctor Lab�sr Relatiozis. Hc is a Cooperatir�� Mcrnber
af the T�xas City Manage.ment Association.
Para�rofes5ionat and SUppart 5taff
Dther paraprofessioi7al, grapt}ics. a�ld support staff will provi�e admii}istrati�e su��ort ta the Searcl�
Team ai� r�crtiitment ass�gmnenls. These may includz Ms. ❑ia�7a Haussmann, M5. C:hriste:n Sanchez,
Ms. Hannah Jc�nes, Ms. Karen AllGood, Ms. Tin<< i��ll�r. ��i�cl M�. Teresa He�le.
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Proje�t Timing
Ralpl� Andersc:n R Assc�ciates wi�l ctrmptete tlle scarch within 9Q days [or les�) fi•om tfie acceptance of
this praposal a��d issuance of a pur�hase ord�r to the pres�ntatiun of� candidatcs. Negatiatian witli thc
t�p caculidake wikl take aci a�iditi��r��il wee4c or two afcer fin��li5t inteiti�iews. We are prep�ired tc� he�in
this searc}i within 30 ��_ys af �•erbai �Zotification to proceed or a miituaily a�reed upnn tim�framc.
Praject �'ost
The i-e�r«itment effort fnr the ��osition of Human Resources Mar�age:- wi�l he a natianal search pro�ess
witli a focus in CaliFon�ia and chG Weste�� Rcgi�n. The rec�i�w of rGs�imes and qualifzcation5 wilf be
can�uc#ed on all candidat�s that sub�nit giving the City the ability to selert from a broad ticld of�
c�ualified candiclaces. The professi�nal setvices fee �inclusive oF ex�enses*} to pertarm the Hui:�an
Rcsourccs Ma�lager will Uc hased �ipon a�ixed fee nf $25,00�.
*N�te — Expenses inclu�ied in this tixed fee i»�ludc sLich items as ad��ertisenients, c�nsultaslt
interactian [anticipated tn be doi�e 1 a�% thraugh videa �flnterencing}, �lerical, research, grapl�ic
design, prir�tin� and �inding, post�ge aiid deli�ery, �erificatiflt�s and [:lternet and L.e�islNexis
searcl�cs on the top one tfl two candidates, and long-distance telephone char�es. RcFeren�es will
be Londucted ati tl�e top candidate. Si�n�ild the City c�esire ta conduct ac�ditional reference checks
a�l �nare than tlie tap candidate, a backgroun� fee oi'� 1,800 per ca»�lidate will be billed in ad�ition
tn tl�e abovc statcd fees.
Srnchure — A full colar e�c�tronir brochure wil� be de�el�ped f'or the City �f Palm Desert. E1.11
pict«res wi61 be the respnntiihility of tf3e City.
Citt' of �Palrtr Desert
Page �
lnvoicin� — Ralph Andersen & Associates will bil] the City of Palm Desert in four installments as
follaws:
• Fallowii�g kick-aff and tinalization of recruiknte�lt broclfure —�7,500
• Afte�- the closing dake — $7,ti00
• Afkec finalist inke�-views — $7,500
• C]pan placement — $2,50�
1'rogress paynients �vill be due upon receipt.
Exceptian — Any candidate t�•�vel is tl�e fiill responsibility of t�ie Ciry.
Ralph Andersen & Associates' Guarantee
Ralph At�dersen �Z Associates offers the i��dustry-standard guarantee on our search services. If within
a one-yeat• period after appointment the Htu�an Resources Manager resigns ar is dismissed far catise,
w°e �uiil conduct another search free of all cllarges foc professional services. The City of Palm Desert
would be responsihle for reimbursement af all expenses.
If a placement is nok ►nade in the tirst outi�each effort, tl�e Consultant will canduct a seeond oEitreach
effort with no charge for professional services. The City would be expected to pay t'or all incurred
e�penses.
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Shauld you need any additional informatian, please feel free to call Ntr. Nelson at {416) 630-4900.
Respcctfi�lly Stz�imittcd,
��� �Qt-FJ`t�(1.�2�C_. °d' .
Ralph Andersen & Associates