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Memo- City Manager Search I Department of Administration I . Memorandum To: Hopkins City Council From: Jim Genellie Date: August 19, 2004 S ubj ect: City Manager Search Jim Brimeyer will be meeting with the Council on August 24. Attached is some information that may assist the Council with the first part of this search process: 1. From the Brimeyer Group: . Suggested Search Timetable . Sample Letter to be sent out with the Ideal Candidate Profile Survey . The Ideal Candidate Profile Survey 2, Current job description for the Hopkins City Manager (2 copies) '" Excerpt from the International City Manager's Association (lCMA) Recruitment Guidelines J. Handbook that deals with recruitment . . !Admin MEMO doc - - -- - - . The Bnmeyer Group, Inc. . EXECUTIVE SEARCH CONSULTANTS Fifty South Ninth Avenue, Suite #101 Hopkins, MN 55343 City of Hopkins City Manager Suggested Search Timetable 8/17/04 Authorization to Proceed 8/17 to 9/10/04 Profile Development Interview City Council, Department Heads, community representatives 9/14/04 Approve Profile, e Week of 9/20/04 Place Announcements 9/27 to 10/22/04 Candidate Recruitment 10/26/04 Deadline for Application 11/1 to 11/18/04 Review and Screen Candidates 11/23/04 Progress Report and Selection of Finalists 11/24 to 12/8/04 Credential and Reference Check 12/10/04 and 12/11/04 Interviews January 2005 Start Date The meetings for which the City Council needs to be present are underlined in the above timetable, . (952) 945-0246 . fax (952) 945-0102 . This is a sample of a letter that may be sent out with the Ideal Candidate Profile SUlVey. DATE <name> <address> Dear - TIle City of Hopkins has retained The Brimeyer Group Executive Search, Inc. to assist them in the selection and hire of a City Manager. As part of the search process, The Brimeyer Group will be putting together a document describing the community, position, background and experience, and position priorities. \tie invite your participation in this process, We have enclosed an Ideal Candidate Profile SULVey to assist you in assembling your ideas and opinions on the position. There are three ways you may offer your input: . L Representatives from TIle Brimeyer Group will be at City Hall _ at _' They will be available to talk with you privately, Please call to schedule an appointment 2. You may call Jim Brimeyer OJ: Pam Carlson at The Brimeyer Group - (952) 945-0246 to give them your infoffilation, 3. You may flll out the survey and send it directly to The Brimeyer Group; Fifty South Nindl1l..Venue, #101; Hopkins, Iv1N 55343, We appreciate your interest and participation, Very truly yours, City Council . . The Brlmeyer Group, Inc. . EXECUTIVE SEARCH CONSULTANTS Fifty South Ninth Avenue, Suite #101 Hopkins, MN 55343 City of Hopkins City IvIanager , IDEAL CANDIDATE PROFILE SURVEY TIle ideal candidate for the City Manager of the City of Hopkins should possess the following skills, competencies, knowledge, experience levels, interpersonal style, and management style. BACKGROUND !EXPERIENCE EDUCATIONAL LEVEL College Degree . Advanced Degree Professional Memberships YEARS OF EXPERIENCE BACKGROUND AND EXPERIENCE OF IDEAL CANDIDATE . . . . . (952) 945~O246 . fax (952) 945-01 02 . -2- Please note the most important areas of experience and demonstrated expertise. ~ Budget preparation and presentation ~ Budget policy and stmcture tied to strategic planning _ Financial forecasting, monitoring, and reporting _ Formal reporting and liaison with elected officials _ Public financing techniques (TIF, bonds, grants, etc.) _ Economic development and redevelopment _ Housing development/redevelopment _ Downtown development/redevelopment _ Planning and Zoning _ Performance evaluations, staff development, teambuilding . _ Union, coLlective bargaining _ Strategic Planning _ Neighborhood Development _ Utilities (water, sewer) _ Computers/Technology _ Working with County /adjacent communities _ Involvement in professional and community organizations _ Infrastructure repair/replacement _ Comprehensive Plan _ Building/zoning code enforcement ~ Community visioning - . . -3- MANAGEMENT STYLE/PERSONALITY Please list the five most important leadership styles or attributes. 1. 2. 3. 4. 5. . PRIORITIES What are some of the priorities the person should deal with in the first 6-12 months on the job? . . . . . . -4- What skills not currently inherent in the staffwouJd you particularly want to see in the incoming City Manager? What specific programs or services and technical capabilities, not currently being offered through the Manager's office would you like to see offered? . Importance of being local (Mid'west) vs relocated: Are there any individuals known to you who should be recruited for this position? Do you have any questions about the process? . Completed By: -....--- . POSITION TITLE: City Manager OEP ARTMENT: Administration REPORTS TO: City Council SALARY RANGE: 13 INTRODUCTION: The City Manager is the chief administrator of the City. Under the direction of the City Council, the City Manager manages the operations of all City departments. The City Manager is responsible for the implementation of City Council policies, and directs the research and development of new policies, as needed. DUTIES AND RESPONSIBILITIES: A. Organizational Management. 1. Plans and organizes the work necessary to provide programs and services established by the City Council. 2. Plans and organizes the work necessary to CalTyout the policies and directives . adopted by the City Council and developed by the staff 3. Reviews and evaluates the necessary organizational needs such as equipment, personnel, capital improvements and technology. 4. Selects, leads, directs and develops staff to attain optimum program and service levels. 5. Empowers department directors to manage the daily affairs of their respective departments and holds them accountable for results, B. Fiscal J Business Management. 1. Plans and organizes the preparation of an annual budget with documentation, etc, in accordance with guidelines adopted by the council. 2. Plans, organizes and supervises the most efficient utilization of resources, including staff, materials and equipment. 3. Plans and organizes a system of reports for the Council that provides data on a timely basis concerning the expenditures and revenues. 4. Plans and organizes the efficient use of faciIitieslbuildings and equipment. C. Program Development. 1. Plans and organizes on-going programs and services to the organization. 2. Plans and organizes work involved in researching program suggestions by the Council and staff and reports the results to the analysis. . . 3. Maintains knowledge of current and irulOvative trends in the area of services being provided and incorporates that knowledge in program suggestions and research, 4. Plans and organizes work assigned by the council so that it is completed with dispatch and efficiency. 5. Plans, organizes and supervises implementation ofprograllls adopted or approved by the Council. D. Relationship with the Council. 1. Maintains effective communications, both verbal and written, with the Council. 2. Maintains availability to the Council either personally or through designated subordinates. 3. Plans and organizes materials for presentations to the Council, either verbally or written in the most concise, clear and comprehensive mmmer possible. 4. Provides information in a malliler in which all members of the council are infomled on as equal a basis as possible. 5. Builds strong Council/Staff relations and communications, E. Long Range Planning. 1. Maintain knowledge of new technologies, systems and methods, etc. in relation to services offered. . 2. Keeps Council advised of new and impending legislation and developments in the area of public policy. 3. Plans and organizes a process of program plalming in anticipation of future needs and problems. 4. Establishes and maintains an awareness of developments occurring within other jurisdictions that may have an impact on Hopkins. 5. Plans, organizes and maintains a process for establishing goals to be approved or adopted by the Council and monitoring and status reporting. F. Relationship with Public/Public Relations. 1. Plans, organizes and maintains training of employees in contact with the public whether by phone, in person, or electronically, 2. Establishes and maintains an image to the community that represents quality service, vitality, and professionalism. 3. Establishes and maintains a liaison with private non-govel1lmental agencies, organizations and groups involved in areas of concem that relate to services or activities of the City. G. Interagency Relations. l. Maintains awareness of developments and plans in other jurisdictions that may . relate to or affect the City. . 2. Establishes and maintains a liaison with other agencies in those areas of service that improve or enhance the City's programs. 3. Maintains communications with govemmental jurisdictions with which the City is involved or interfaces. H. Professional Development/Personal Development. 1. Maintains awareness and value of broadening professional and personal development. 2. Demonstrates imaginative leadership initiatives. 3. Ability to build cohesiveness in Staff. 4. Effectiveness in verbal communications. I. Citizen Advisory Boards 1. Under the direction of the Council, establishes work plans for advisory boards and commlSSIOns. 2, Establishes and monitors standards for staff liaisons to advisory boards and commlSSlOl1S, MINIMUM QUALIFICATIONS: . Bachelor's degree in public administration, urban studies or related field. . . Five years expenence as a manager, assistant or department head 111 local govemment. DESIRABLE QUALIFICATIONS: . Master's degree in public administration, urban affairs or related field. . Five years experience as a City Manager in a comparable organization. Revised: January 2001 e . International City Manager's Association (ICMA) Recruitment Guidelines HANDBOOK Introduction Recruiting and selecting a city manager is one of the most important responsibilities of a local goveming body. It requires careful planning, astute evaluation of candidates, and a clear understanding of the relationship between the local government and the manager. To a great extent, a city manager serves as a resource to the elected body. Whereas the council provides policy and political leadership for the community, the manager br1ngs policy problems to the elected body, develops alternatives, helps the elected body as it is making policy choices, and then implements policy and provides the administrative leadership necessary for continued progress and high morale. His or her input makes the difference as to whether or not the objectives and priorities of the governing body~and indirectly the community~are refined, considered, and implemented. For the recruitment process to be successful, local govemment leaders must provide the following: . Strong, consistent political leadership. . A well organized and coordinated recruitment process. . A plan for administering the affairs of the local govemment while the recruitment process is under way. . A timetable that ensures prompt, comprehensive recruitment and guards against impulsive and premature action. . An organized approach and strong, consistent leadership from the local governing body are essential to the recruitment process. Without them, recruitment can damage the image of the local govemment; divide the local govemment and the community; weaken the authority of the govenunent; erode the responsibilities associated with the position; and hurt the ability of the local government to attract and retain good candidates for this and other administrative positions. Recruitment Process A successful recruitment takes time and is complex. At the outset, it is essential that the council spend considerable time determining and reviewing precisely the criteria they are seeking in a manager. Although 100 or more applications may be submitted for a position, the number of candidates actually meeting the council's requirements may be limited. It is advisable, therefore, to supplement the advel1ising process by aggressively identifying and talking with potential candidates. Similarly, to ensure that finalists have the requisite work experience and management style, work-related background checks and a thorough interview process should supplement a review of resumes. Once a selection has been made, the compensation package must be developed and negotiated. It includes such issues as deferred compensation, housing, and a written employment agreement. Thus, to be effective, a recruitment must be well plamled and led by someone who is knowledgeable and experienced in this area. . J Conducting tire Recruitment . When using an executive search finn, the council dOl:s not give up any of its authority. It continues to define what it is looking for in a new manager; it picks the final candidates; it does the interviewing; and, of course, it makes the final selection. When a local govenunent uses the services of an executive search finll, it obtains the full-time coordination necessary to conduct an etTective recruitment, and it gains the expertise impOliant to each step in the process. Typically the executive search fim1 begins by meeting with the elected officials both individually and as a group to help them decide what they are looking for in a new manager. It is the firm's responsibility to facilitate these discussions and to help reach a consensus on such items as desirable work expelience, management style, timing and scope of the recmitment, and compensation. After these matters havt: been reviewed, the firm coordinates the overall rccmitment process and assumes responsibility for all tasks until it is time for the elected body to select and interview finalists. The finn acts as a resource throughout the entire recruitment process. Other participants. Once the council decides who will conduct the reclllitment, other paliies like staff members, citizens or citizen committees, and the press can become involved at various stages, Local govel'nment staff. Staff member roles can vary depending on who conducts the rccmitmcnt. If the council is conducting the recruitment, staff will be responsible for working with the elected body to develop an effective and legal recruitment and selection process and then placing advertisements and collecting resumes. They also may assist in scheduling interviews. If an executive search finn is involved, the firm will be responsible for all of these . administrative details. In this case, the role of staff is usually limited to providing infonnation about the local govemment and coordinating with the finn. Citizen committees. The council must make a decision as to whether or not to involve citizens or citizen committees in the recruitment process. In the majority of cases, the local govemment assumes responsibility for the recruitment and (on its own or with a finn) goes through the process of selecting a new manager without citizen involvement. In some cases, however. elected officials have involved citizens or citizen committees in defining \....hat the local jurisdiction is looking for, in the review process leading to the detennination of finalists, and/or in the selection process itself. However, the goveming body should not lose control of the final decision-making process and candidates should not receive the impression that they are being hired by a committee rather than by the govemment itself. After all, once hired, the manager is accountable to the elected body. Press. Members of the press will obviously have an interest in the recmitment process, and their involvement will be dictated in part by state la\\' and in part by tradition. At the outset, local government officials should brief the press on the timing and steps involved in the overall process. After the deadline has passed for submitting resumes, the elected officials may wish to brieftbe press on the overall response. Confidentiality of resumes is a major conce111 in any recmitment and it can significantly affect the number and quality ofresumes received. Candidates should be apprised of any applicable state Lnvs in this area, and the council, with advice from the local govemment's attorney, should . detennine what will and will not be made public, 2 . Scope and Parameters of the Recruitment Process The governing body must agree at the outset on a number of key issues critical to the success of the recruitment: criteria for the position, geographic scope of the search, timing, and compensation. Criteria for the position. What is the council looking for in a new manager? The council should begin with a survey of its needs and those ofthe local govemment. By reaching a general consensus on critelia for the position at the outset, even before the advertising process begins, the elected body will be better able to specify what they are looking for in a local government manager, and the council will have a specific basis for reviewing resumes, selecting finalists, and making a hiring decision. Items to be considered include local government size, its nature, the services it provides, and overall objectives and priorities. The work experience, skills, and expertise of the candidates must relate to these criteria. When a popular manager retires or moves to a larger city, the council often asks this person's assistance in the search for a successor. Yet the council should not overlook the possible need for new strengths or different qualities. The assistance of lay citizens or of an outside consultant might be desirable at this stage. Although establishing criteria for the position can be an agonizing and difficult process, it does not have to be. In fact, with good leadership it can be a unifying and educational process for all concemed. . Geographic scope of the recruitment. Once a vacancy is adveltised, resumes will usually be received from individuals in different parts of the country. It is assumed that the local government is looking for the best candidate and that all resumes received will be reviewed carefully. For purposes of an aggressive search for candidates, however, some local gove111ments will choose to focus on their state or region, thinking that these candidates may have a better understanding of and orientation to local problems, legal issues, financing alternatives, and similar matters. On the other hand, as local governments grow, they increasingly prefer an aggressive nationwide search for individuals who have demonstrated an ability to manage in a complex urban environment and who might bring a fresh perspective. Timing. The timing of the recruitment can sometimes be affected by publication deadlines, which are important in tenus of properly advertising the vacant position. An ideal timetable would provide at least 60 days from the start of the recruitment to the deadline for submitting resumes; 30 days to review resumes, conduct background checks, interview candidates, and make a selection; and at least 30 days for the new manager to relocate. Because top candidates often view submitting a resume as a major career decision, it is impOltant that they have adequate time to consider the opportunity, discuss it with their families, and prepare an appropriate resume. Similarly, the executive recruitment fim1needs sufficient time to review resumes and conduct background checks to ensure that good candidates are not overlooked and that finalists meet the desired qualifications of the governing body. Again, it cmU10t be overemphasized that the recruitment should move forward eXpeditiously while at the . same time allowing adequate time for a thorough and comprehensive process. 3 Compensation. A final item to be considered at tlJe outset of the recmitment is compensation. It . is important for the local govemment to have some general understanding of the acceptable salary range, but it also is important that it leave itself some flexibility in this area. The posture of public officials in most successful recruitments has been to leave salary open, commensurate with background and experience. This does nothing to discourage interested applicants from applying, yet it does not commit the local goVell1111ent to anything. This approach basically says that the locality wants the best manager it can find, and that it does not expect anyone to come to work for less than what he or she is currently earning. From a practical standpoint, every local govemment has compensation limits, and this can be taken into account by reviewing the current salary of applicants at the time finalists are selected. By leaving salary open at the outset. a locality has helped to ensure that it will have a maximum number of applicants to consider and it has left itself the flexibility to pay a higher salary that is what it takes to hire the first-choice candidate. 2004 Hopkins Salary Range: R 1 ,351 - 109,693 2005 Hopkins Salary Range: 82,978 - 111,887 Recruiting Applicants Generating a sufficient pool of qualified applicants is a key part of the recruitment. It involves advertising for and soliciting candidates to be sure that qualified candidates are not overlooked. Advertising. It is in the interest oftbe local govcmment to be sure that everyone who might have an interest in the vacant position is aware that the recruitment process is under way. Thus the . advertisement itself should be carefully worded and the advertising program should be comprehensive. To be comprehensive. however. an advertising campaign does not have to be extensive or expensive. Most local govemments, for example, avoid advertising in general circulation newspapers for a manager unless there is a local requirement to the contrary. This is an expensive fonn of advertising that produces few results. More effective sources can be found with organizations directly related to local government. In addition to leMA, this includes the National League of Cities, the National Association of Counties, the National Forum for Black Public Managers, and the American Society for Public Administration. Resources at the state level include state municipal leagues and county associations. Solicitation of candidates. While advertising can generate outstanding applicants, and local govcmments should look closely at all resumes that are received, local govemments should sllpplement the adveriising process by identifying outstanding potential candidates and inviting them to apply. Useful sources of in fa 1111at i on about potential candidates include members of the local government, the current manager. former and retired managers, local government officials in adj acent communities, executive directors of state leagues, directors of university public administration programs, and leMA Range Riders. When soliciting candidates, once a list of names has been compiled-and the emphasis should be . on quality rather than guantity- the council should send a letter of invitation advising the 4 . individual of the opening and requesting that a resume be sent if there is an interest in the position. The letter, which should be personally typed, should enclose a basic package of infOl1TIation describing the local government and the vacant position. Once the letter has been mailed, a follow-up telephone call should be made to confirm that the letter was received, assure the recipient that it was not a form letter, indicate why the position is a good career opportunity, and answer questions, The same deadline tor submitting resumes should be used in both the advertisements and the supplemental letters of invitation. For the purposes of confidentiality, all con'espondence should be sent to the applicant's private residence. Relations with Applicants-Do's and Don'ts Do: . Keep all candidates informed of their status at all times. . Select a short list of the most promising candidates. . Carefully check references on those candidates judged best qualified. . Call these candidates for interviews at your local govenmlent's expense. . Visit, if possible, the localities in which the most promising candidates work. . Send the candidates under consideration copies of your government's budget, chatier, arumal report, and other pertinent documents. . . Pay expenses of candidates called for a second interview (and of their spouses/partners). . Be prepared to enter into a fonnal written employment agreement with the successful candidate. . Promptly notify all other candidates once the selection has been made. . Keep all infoffilation strictly confidential throughout the entire recruitment and selection process, unless state law requires otherwise. Don't: . Don't limit your recruitment and investigation to "home towners" or to a single candidate. . Don't' let the selection process last too long. . Don't expect to get all necessary infonnation about candidates from written material. . Don't forget that you are seeking overall management ability, not technical competence in one specialized field. . Don't release for publication any names or local governments of candidates, unless state law requires it. . Don't overlook in candidates the need for municipal administrative experience and the advantages of value of college or university training, post-degree training, and continued professional development. . 5 n _____ ______ _ _ Providing information. Serious applicants \vill not submit a resume for consideration until they . have done their homework and satisfied themselves that the vacant position does represent a good career opportunity. Often they will seek information from local government officials about the local govemment and the position. This IS one of the first places where a potential applicant will form an impression of the local govem1l1ent. If the impression created is that the recruitment is disorganized, that members of the local govemment are not sure what they are looking for or are saying different things, and that sufficient information about the locality is nut easily obtained, potential applicants may simply lose interest and not apply. On the other hand, if their impression is that the local govemment has spent time considering the position: that the recruitment is \vell organized: and that information is readily available, positive, complete, and effectively packaged. this can tilt the scales in favor of submitting a resume. Here are the items that a basic inf01111ation packet should include: I. A copy of the criteria for the position indicating key obj ectives and priorities as to what the local government is looking for. , Ordinance or charter reguirements if they contain significant or unusual provisions regarding .... the position. ... Summary information about the local govemment, including organization structure, -.... personnel practices, number of employees. services provided, and budget data. 4. A timetable indicating the principal steps and time frame for the overall recruitment. 5. Infonnation on the local govenunent in the 1'01111 of a chamber of commerce brochure or . similar publication, if such is attractively prepared and available. 6. Web sites that contain infol111ation on the local govemment. Confidentiality. Confidentiality IS an impOltant consideration in any recruitment. Applicants are concemed about the potential damage to their present job security and long-tem1 career opportunities if premature disclosure of their interest in another position is made public. While applicants realize that the local government \vill \vant to contact their present employer to conduct background checks and assess the job they have done, they typically prefer to wait until it is clear that they are going to be considered as finalists for the position. The elected body should dete1111ine, at the outset the extent to which the recruitment process will be confidential. This should be decided with advice from the local govemment's attomey because open record and disclosure statutes vary: from state to state. If disclosure of applicants' names is likely to occur at any point, potential applicants should be advised so that they may take this into account in deciding whether or not to pursue the vacancy. From a recruiting standpoint, assurance of confidentiality will result in more applications being submitted, palticularly from those who are presently employed elsewhere. Because of the impOltance of confidentiality to both parties, such assurances should be honored and contacts with present employers should be coordinated with the applicants in order to provide the applicants with adeguate time to first notify their cunent employer. There is no faster way to damage the image of the local govemment and to lose good applicants than to violate the trust or assurance that was given regarding confidentiality. . 6