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BOB MURRAY & ASSOCIATES (GVP VENTURES, INC.)
INSURANCE NQT. ON r 11 LE WORK MAY NOT PROCEED LERK OF COUNCIL DATE: iAL 2 5 2018 N-2018-150 \ AGREEMENT TO PROVIDE CI�TIS J EXECUTIVE RECRUITMENT SERVICES ffAGREEMENT is made and entered into this 2411' day of May, 2018 by and between GVP Ventures, Inc. dba Bob Murray & Associates, ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. The City desires to retain a consultant having special skill and knowledge in the field of executive recruitment services. B. Consultant represents that Consultant is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: SCOPE OF SERVICES Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in the attached proposal dated May 1, 2018 and listed herein as Exhibit A, attached hereto and incorporated by reference, 2. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, the rates and charges identified in Exhibit B. The total amount to be expended under this Agreement shall not excecd $2,5,000: b. Payment by City shall be made within 30 (thirty) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. 3. TERM This Agreement shall commence on the date first written above for a one (1) year term, unless terminated earlier in accordance with Section 15, below. Pagel of 8 4, INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not ,in employee ofthe City. This Agreement is not intended nor shall it be construed to create an employer-emptoyce relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional mammer in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services.Consultant shall pay all salaries and wages, employer's social security faxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSUIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to eopy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual pr•opeitty ombociiod in plans, spocilications; studies, drawings, estimates, and other documents or works of authorship fixed in any tangible mediumofexpression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data")', Consultant shall require all subcontractors to agree in visiting that City is granted a cion -exclusive and perpetual license for any Documents & Data the subcontractor prepares nuclei, this Agreement. Consultant represents and warrants that Consultant .has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Docutuents & :Data which were provided to Consultant by the City, City shall not be limited in any way in its use of the Documents and Data at any thne, provided that: any such use not within the purposes intended by this Agreement shall be at City's sole tisk, INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: a. Commercial <General Liability Insurance. Consultant shall maintain commercial general liability insurance naming the. City, its officers, employees, agents, volunteers and representatives as additional insured(s) and shall include, but not be limited to protection against claims arising from bodily- and personal injury, including death resulting therefrom and damage to property, resulting from any act or Occurrence arising out of Consultant's operations in the performance of this Agreement, in(J11ding, without iialitai:ion,. aptg involving vehir.leS, Ilme nmontu Of insurance shall be not less than the following: single Ihnit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the aggregate. Such insurance shall (a) name the City, its officers, emptoyecs, agents, aact representatives as additional insured(s); (b) be primary and .not contributory with respect to insurance or self-insurance programs maintained by the City, and (C contain standard separation of insureds provisions. Page 2 of 8 b. Business autoinobitehabiIity insurance, or equivalent form, with a combined single limit of not less than $1,000;000 per occurrence. Such insurance shall include coverage :For owned, hired and non -owned automobiles. c. Worker's Compensation Insuranoe. In accordance with the provisions of Section 3700 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self- insurance. Prior to commencing the per.lormance of the 'work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $:1,000,000 per accident. d. If Consultant is or employsit licensed-piofasskanal such as all architect or engineer; Professional liability (errors and omissions) insurance, with a combined single limit of not less than $1,000,000 per claim with $2,000,000 in the aggregate. e. "Lhe following requirements apply to the insurance to be provided by Consultant pursuant to this section: i. Consultant shall maintain -all insurance required above in fill force and effect for the entire period covered by this Agreement, ii. Certificates of insurance shall be furbished to the City upon execution of this Agreement and shall be approved by the City, iii. Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prion written notice to the City, iv. Where the amounts or coverage provided by the certificates of insurance provides coverage greater than those listed by this Agreement, the amounts provided by the certificates of insurance shall be incorporated by reference into the Agreeirient, V. Consultant shall supply City with a hilly executed additional insured endorsement. If Consultant fails or refuses to produce or maintain the insurance, required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith, terminate this Agreement. Such termination shall not affect Consultant's right to be paid :forits time and mtntedals expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. IN 1)EiV1N1F1CA f0 Consultant agrees to defend, and,shall-indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability; (1) for personal injury, dlnnages, just compensation, restinition, judicialor equutablerelief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of. the Consultant, its subcontractors, agents, employees, or other persons acting 01) its bchalf which relates to the services described in section l of this Agreement; and (2) Page 3of8 from any claim that personal injury; damages, just compensation, restitution, judicial or equitable relief is due by reason of the terns of or effects arising from this Agreement, This indemnity and holdhainnless agreentient applies to all claims for danages,just compensation, restitufic>n, juSliciai or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising frons this-Agreemcnt. The Consultant further agrees to indemnify, hold harmless, and pay ail costs for the defense of [tic City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution; judicial or equitable relief due to personalorproperty rights arises by reason of the terms of, or effects arising :Crum this Agreement, City may make all reasonable decisions with .respect -to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.$, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, S. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and till liabili(y, 'including costs, for infringement of my United States' letters patent, trademark, or copyright infringement, including costs, contained in the workproduGt or documents provided by Consultant to the City pursuant to this Agreement, 9. RECORDS Consultant shall keep records and invoices in connection with the worse to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred birder this Agreement and any services, expenditures, and disbursements charged to the City for a r,nininnutt period of three(')) years, or for any longer period required by law, from the dote of final payment to Consultant tinder this Agreement. All such records and invoices shall be clearly identifiable, Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuanttp this Agreement during regnly business hours. Consultant shall allow inspection of all work, data; documents, proceedings, and activities related to this Agreement for a period of three (;) years from the date of final payment to Consultant under this Agreement. 10. CONI+IDLNTIALITY If Consultant receives from the City information which due to the /nature of such infonnatiorn is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but iii no event less than reasonable care. "Confidential Information" shall include all nonpublic iin€orruation.. Con[idential information includes not only written information, but also information transferred orally, visually, electronically, to by other means. Confidential infotnnation disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement The Coregoing obligations ot'non-use and nondisclosuree shAll not apply to any Page 4 of information that (a.) has been disclosed in publiety available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without tun obligationofof confidentiality; (d) is rewired to be disclosed by operation of taw; or (e) is independently developed by the Consultant without reference to information disclosed by the City. IL. CONFLICT OF INTERI+;ST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12, DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry; or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities, Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13, EXCLUSIVITY AND AMENDMENT _ _... This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral orwritten, between the parties. In the event of a conflict between the terns -of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any termsorconditions of airy purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultantorthe City, Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been inade by any party, or anyone acting on behalf of any party, which isnot embodied herein, 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interes(herein without the prior written consent ofthe City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreetnent'shatl be construed to limit the City's ability to have any of the services which are tine subject to this Agreement performed by City personnel or by other consultants retained by City, 15: T-ER.NIINATION This Agreeanent may be terminated by the City upon thirty (34) clays written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant Page 5 of 8 compensation for all services performed by Consultant prior to receipt Of such notice of ternnination, subject to the following conditions; a. As a condition of such payment, the Executive .Director may requite ConsuChantto deliver to the City all won9t products) completed as of such date, and in such Dare such work product shall be rhe property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate, b. Payment neednot be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, fuilute of any condition, or any right or remedy contained iii or granted by the provisions of tivs Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy, No waiver of any breach, failure or right, or remedy shall be d'eenied a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreerrienthas been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the Clauses of this Agreement shall be determined and. governed by the laws of the State of California. Both parties further agree that Orange County, Califoniia, shall be the venue for any action or proceeding Haat maybe brought or arise out of in connection with or by reason of this Agreeinentt 18. PROFESSIONAL LICENSES Consultant shall', throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provisions of the services hereunder and required by the laws and regulations of theUnited States, the State of California, the City of Santa Ana and all other governmental agencies, Consultant shall notify the City immediately and ill writing of its inability to Obtain or maintainsuch permits, licenses, approvals, waivers, and exemptions, Said inability shall be cause for termination of this Agreement. 19, MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their a espeetivc parties to each of the terms of this Agreemeint, and shall :indemnify City fully, including reasonable costs and attorney's fees, for any inju rles or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn, b, All Exhibits referenced herein and attached hereto shah be incorporated as if Fully sex' forth in the body of this Agreemont. Page 6 of 8 N-2018-150 20. NOTICE Any notice, tender, demand, delivery, or other eorruiiunication pursuant to this Agreement shall be in ;vrtting and shall be deemed to be properly given if delivered in person or mailed by first class or cortified mail; postage prepaid, or sent by tax or other telegraphic communication in the rnanner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (vl-30) P.O. Box1988 Santa Ana, CA 92702-1988 Fax: 714. 647-6956 With courtesy copies to: Steven Pham, Executive Director, human Resources City of Santa Ana 20 Civic Center Plaza �1-24) P.O, Box 1988 Santa Ana, California 92702 Fax: 714-W-6930 ToConsultant: Bob Mturay & Associates Attn: Valerie Greta Phillips, President 1544 En eka Road, Sfe, 280 Roseville; CA 95661 Fax: 916-784-9090 Sonia.R. Carvalho City Attorney City of Santa Ana 20 Civic Center Plaza (M-29) P.O. Box 1988 Santa Ana, California 92702 Fax: 7144- 647-6515 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If' sent by mail, wninuauicattpn shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, drily registered or certified, with postage prepaid, anti addressed as set forth above, If sent by fax, communication shall be effective or deemed to have been given twenty-four (2L4) hours after the time set forth on the transmission report issued by the transmitting .facsimile machine, addressed as set forth above. For purposes of calaulafiiig these time frames, weekends, federal state, County or City holidays shall be excluded. Page 7of8 N-208-"() IN WITNESS WHEREOF, the parties hereto have exLcuted this Agreement the date and year first above written. ATTEST:; �� 1r - 1 VAaria D, Huizar Clerk of the Council APPROVED AS TO :Co39d-M! SONIA R„ CARVALH0 City Attorney By� Wu Lx Laura A., Rossini Assistant City Anarney Executive Director, Hunaan Resources C1TY OF SANTA ANA Raul Godiriez 11 _ City Itih'Inager CONSULTANT. lalerle �OratzftMp President Page 8 of's N-2018-150 EXHIBIT n SCOPE OF SERVICES Exhibit A [J B M UP, PAY & AssmCIA'rES E%PKRTrA IN EXVCUTIVC U VAROH A Proposal to Conduct ari Executive Recruitment for the Position of DII ECTOR OF FINANCE AND MANAGEMENT SERVICES on behalf of the CITY OF SANTA ANA 13 44 HuruW Road, $uuc;?80 Roso-illy, CIA 9:1661 (916) 78.1-9(190 1916) 79.1 198S 6x May '1, 2018 Citi- A4a,nager, Raul Codlocz .11 Cite, of Santa Ana 20 Civic Center Plaza Santa Fina, CA 92701 Via email only to: ESinlelr@sante-sula.or:g DnV Nfr, Godinez: Bob N[uttay & Associstes is pleased to submit a proposal to conduct the Director of Finance and N�[anagenent Services arecrunment for the City of Santa r1na. The following details our quaMcatioins and describes our systematic—fret flexible—method of identifying, recruiting, and sctee-rurng outstanding ca.udidates on your behalf. It also includes a proposed budget, timeline, and guarantee:. At Bob Murray & Associates, we pride ourselves on providing quality setltice to local; governments, non ptoft agencies, and private .fli.ms. Out recto ement process helps you to determine the direction of the search and the types of candidates you seek while capitalizing on our decades of experience and vast ncttvork of contacts to reach those candidates. Our expertise. ensures that the candidates we present to the City of Santa Ana will match the criteria you have established, be a good fit for your organization, and be outstanding in their field, With respect to the. U e.etor of Finance and Nlanagemene Services rectaitnnent and the Cott of Santa Ana, Bob Murray & Associates has extensive experience in tectuiting local goverru;1ent tiriance professionals, We are currently conducting the Chief Financial Officer: tecruirment.on behalf of the State Bat of California; the Administrative Services/Finance Director recluitnaent on behalf of the City of Imperinl Beach, C A; the Financial Services Nlanaget recruitment on behalf of the City of Daly City, Ca; the Manager of Budget and Business Plantung recruitment on behalf of the City of Irvine, C.A.; the PutclsasingiVanaget recruitment on bel>'alf of the City of Santa Clata, CA; and the {thief Financial Officer recminnent on behalf of the Oakdale lrrigation District, CA. We most-tecently completed the following recruitments: Chief Financial Officer for the City of Huntington Beach, CA; Finance Director for the City of Costa i\lesa, CA; Finance Director fon: the City of Atvin, CA; Managing Director of Finance and Administration for the Pott of hong Beach; CA; Chief Financial Officer for the City of Oxnard, CA; Financial Services Manager for die City of Sao Carlos, CA; Director of Finance for: the City of Tracy, CA; Director of Finance for the County of Sacrannem.to, CA; Contoller-Treasurer, for Bay Area Rapid'.Fransit District. (B M.), C.1; assistant Ditectot of administration (Fitrance) for tine Santa Clara Valley Watet District, Ca; and 1diniiiistrative 5orvices Director for the Nlctro Wastewater Redanradon District, CO. Other rectainnents completed in the .Inst 3 years include the Finance and Administrative Services Director recttitments on behalf of the cities of Could and West Covina, CA; the, Finance Director tecruitnenes on behalf of the cities of Alameda, Fairfield, Pico Rivera, and Smut Miteo, CA; the Chief Financial Officer/Financial Director and Assistant: Chief Financial Officer rr=uit ent on bchilf of rite Las Vegas Valley Water District, NV; the Chief Financial Officer tectuinnent for the Recreation Centers of Sun City West, .AZ;- the Director of Adn-inistradon and Finance ueccuittnent on bebalf of the T?1 Dorado Hills Community Secvicev District, CA; and the Administrative,Servlces Director teccuitment on behalf of' the City of Lincoln, CA, Our extensive coutaats and knowledge of outstanding cancIldates will ensure you have, a quaJiry groupof finalists fconj which to select the City- of Santa Ana's next Director: of Finance and Tdamgenicut Services. Recent Director of Finance and IManagenrent Services t:eemitments we have completed similatt in sire and scope to your upconwtg seatclr..include the following: M City of Atvin, CA (Finance Directot) City of Costar Nfess, C?1(}mance Director.) City of Daly City, CA (Financial Services, Manager) City of Huntington Beach, CA (Chief Financial O fficet) City of'Fnavy,, CA (Finance. Director) Santa Clare County Centrad Fixe Protection District, C'A (Director of Business Services) 206 City* of Inglewood, CA (City Controller) City of C xaard, CA (Chief Financial Officer) City of San Carlos, CA (Financial Services Manager) City ofTxacy'CA (pirector of Finance) County of Sacramento; CA (Financial Services Dlanager) Metro V/astewatet Reclamation District, CO (Director of Admiriistradve Services) Pott of Long Beach, CA (Risk Manager & Directing hl:anager, Finance and Administration) 2015 Las Vegas galley Water District, NV (Chief Financial Offices) City of Pico Rivera, CA (Director of Finance) City of San Nlateo, CA (Finance Dite.ctor) We work as a team on eve'ty search at Bob Murray &, Associates. Your Project Lead would be I4Ir. Regan Williams, who would not only direct and supervise the project team from beginning to end but also serve as the Recruiter for the project as well. To learn first-hand of tke quality of out services and why the majority of out engagements conte from tepeat and refereed clients, tive it -mite you to contact the references listed on page 14 of the attached proposal, tY a tools forava d to poi'rr: (avocable cor id2 atioii of oat-geralifteat ons. Please do not hesitate to cuntgct us at (916) 784-9080 with aoy questions. Sincerely, (.�G2cG,T/wli'Pr2- 7ilGl'(!.Jna Valerie Gaeta Phillips President, Bob Muccav & Associates TABLE OF CONTE'\T °S THE RECRWTM13NT PIIOCESS...............................................................:2 STEPI DEVs -%()P THE CANfDID_�TE PROFILE ................ Opxiuu (Service: E:oirnnallityand Stq#Involueirept..........................,...,.,....,..,.....,........2 S'I'GP 2 DESIGN/DISTIi1I3UTie, EiRO<,I[UItF, itDiD At?`'1•?ItCISE4tEi4'rS...... .............2 Renchh;o DZUem, Cnudidalvs.... ............................... ............. ....... ........ ........................ .3 S"11EP3 RECRUIT CANDIDATES ................................................................................3 STEP 4 SCREEN GANDID.ATE,S...................,..,.,...,...,,....,......,.................,,..........,......4 S-fE, p 5 CO; iDUCTPREU IMINARN INTERVIEWS...................................................4 STC.{p- 6 SEARCH PUBLic RECC>RDS..........................................................................4 STEP 7 M.mcE, RCCOMMENTDATML2N 1. 1.- 11-1-11- - ..... ... 11. STEP i FACILITATE FINAL TNTFjavqlI,NVS................................................................. 5 STL'.P I CoNIDUCT �L' A (NG koUND AND REFERHN CE CHECKS.— ..... ..... ... --- 5 ,S'T'EP I'0 ASSNT IN NEGOTIATIONS—. ............ .......... ................................... ......... 6 COMPLETE ADMINISTRATIVE ASSISTANCE ... ........... ...... ........ ........... C COSTSAND GUARANTEE ......................:,.....................,........,...................7 PR)FESSfol\- 1, FILE AND Exj,F..NsE$......... ......................... ....... ............. ......... ...... 7 OpliotmlSernix ..........................................:..............................:.............................7 GUARANTEF.................................. ................. ................... ......... 8 RECRUITMENT SUTEDULE.....................................................................8 FIRM PROFILE .................................... 9 REFERENCES..... ........... -- ........... ......... ................. 14 TI3E RE,E,CRUUM NT PROCESS Bob \Nhiaay & Associates' iectuitoLs are specialists in firming the perfect Cit, ptoviding-security an'd fairness to candidates and clients 'svlule ensuring the integrity of the search process. We, andetstand that nperlative recruiting for the Director of finance and Management Services will lead to sup-etlntivo results Coni die City of Santa Ana. Oaduted below are the steps in out proven recruitment process, reflucd ditough, oru V+ years of experience in executive search. STEP I DFVFr or THE CANDIDATE PROFILE Our: Linde rst ndiugof the City of Santa Aria's needs will be key to a successful search. Mr, Williams 2viu meet in person with the City Manager mid key stakeholders to learn as nnuch as possible about the ideal candidate, for the Director of Finance and manages iemi: Services position. We tvalit to become familial with the values and cultute of the organization, as well as to understandthe current----aad fit 're issues, ciiaile,nges, god opportunities in the City of Santa Ana, &[r. Williams will review and help dcfine. the City's wish-tist regarding the ideal candidate's petsonahty, mamigerneut st3rle, knowledge, skills, and abilities and will wont with the City to ideuci y+ expectations regarding education and experience, The City Mitmiger and Nlt. Williams will, discuss compensation, benefits, and other Ivey information ciecessary to ensure, that outstanding candidates are iirracced to this oppottnnity. The profile we develop together at this stage will drive subsequent recruitment efforts. Uf lionedSerke: Co1mllmit; and $1i jThu�ol ejue�rd We. £incl that many Of our clients value a recruitment process that opens the opportunity for conAmUnity members, business leaders, orgarnization representatives; and employees to provide input tega ding the ideal candidate. Out aecruitets are skilled in designing and facilitating fonims; town mall rnieetings, and orili,nc sm:veys thiie allow equitable involvement froth, a. variety of constituencies and in consolidating feedback into a cohesive narrative of coitimon themes. If the City of Santa Ana so desires, we will work with tine City Manager to create a customized community and/or staff caput process. STET' 2 DESIGN/DISTRIBUTLe Bnom-iv tE AND. ADVBRTIS'$hIENT5 \qtr;; A%'lilliani s-aud Motu, dedicated Recrnuunent Coordinator wiltuse dine candidate profile developed with the City of Sarttst Aria to create a professional receuieanent brochure, with die assistance of out professional graphic dcsigner.'111e fotu:-page, futt-color btochure will describe the community, otgalvzauon, position, ideal candidate, and compensation and will include. pictures provided by the City of Sante Aua that you feel best represent }tour otgatiization and your cotnia-runny. Upon yore: approval, Mr. Williams will seed the brochure by postal mail and email to a targeted audience, personally .itiviting potential candidates to apply for the Direceot f Fnance and Mitagenient Setcticcs position, We will also place the,tecruitinentbrochure on out tvebsite,which attracts over lL,000 Cmicyue hits weekly and is ;t tiatsted teiomcc for candidates seeking executive Ron tr,m,v A, Wmctlte—� Prouosnl For the. City of Saami ,Ami Papas 2 and professional positions. al sample brochure is included in this proposal package For: your reference, 'Mr. Williams will also design an effective advertising campaign appropriate for the Director of l,'lugnce and h4auagemciit Services reuttitinent, Our broadest otitr:each conies through our active social media involvement oil Facebonk, Linl<edIn, and Twitter, where upcoming and Current pos tions- arteposted, Sources such as Irleslera Gzy Afagatiiue, the "Jobs :Available" newsletter, atnd the Careers in Govettiment website gill be used to teach an extensive local govetnrnentaudieuce, wbile position -specific postings will be chosen to atteact candidates tvho have built their cateers in acid are committed to the Director: ofFinance and Ivianagement Services .field, Suggested Di.cectot of Finance and hlanagenient Se vices -specific advertising Sources for tate City of Santa .Ana's searcb include: v California Society of Cettified Public Accountants-(CalCPt1) California Society of Muiucipal-.Finance Officers (CSNIFO) Y Government Finance Officers Association (GFOA) Bob Ivlumy 8, Associates sloes not,typically place Ads with job aggregators or: general job posting sites such as, f iteetBuddet, Nfonstet, or Indeed, as me have -found that the broad reach of these sites does not necessarily lead to quality candidates for executive and professional lioslitions. Rcaehhrr D.e� ye Candidaler Bob Murray &- associates, a woman- and minotity-owned business, is proud oEits comtidtruent to atttacthig and placing theme candidates. Not only do we place advertisenienta «nth websites designed to attract rrnority and female candidates; but our President, Velede Phillips, is a member herself of inane diversity -focused organizations hichtding the Local Government Hispanic Net7votk, the League of Women in Government, the Professional Women's Network, Mexican Professionals, and Women Leading Government. She networks fieclucirdy% with fellowmen mets to g:ihi ,insight into which potential candidates are leadets in their field. Mr, Williams will seek to reach candidates in conirnunities and organizations with demogtraphic profiles and populations served like that of the City of Santa Ana, to maximize the potential fist tadividuals frots a wide variety Of bacicgJ:QUtds, cultures, and life experiences to be, considered for the. Ditector of Finance and \danagernent Services position. SPEP 3 RMUTI`L CANDIDATES The strongest rsu didlte c site often those who qte successful and content in their current posit:intis and need to be sold on a nm opportunity.. Our e,,tensive net—work of contacts, developed tltcpugb over 1,400 Successful placemews, is a- primary source for identifying and obl itvng tefemils for these Candidates, Our in -House database of 40,000 current and former executive and professional candidates is a valuablc tesrnuce that can only be built over blue—tune that we have iavcste.d info Perfecting ors Process for finding the right candidates foi: out clients. Out q%tess ve. outreach c forts are focused on phone calls to personally invite potential applicants, answer questions, attd allay any reservations, and these efforts are essential to the success of the Director of Finance and lanagementSetn'ices teccuitnient. Bob Murrav dssocintes Peoposst for the Cit} of Smua arra pine 3 STEP 4 SCREEN CnNDIDATFjis Following rhe closing elate for the recruitment, Mt. Williams will screen all .resumes we have received, using the criteria established iii the candidate proEfle. as a basis upon which to na.ttow the field of candidates. Internal candidates receive sensitive coil sideraEon, and Mi. Williams will discuss With the City Manager how the City of Santa tlna wishes to proceed with dws'e candidates. STEP 5 CON:DUCT.PRFLIMINARY INTERVIEWS b'. Williams will personally ioteiview the top 10 to '15 candidates from the resume screenit.Tg, With the goal of determining which carldidates have, the greatest potential to succeed in your. orgalucation, To reduce Uarel-telated expenses to our clients andincrease efficiency in theseaTeh process, these. intervie-wS are typically conducted via Skype, FaccDirie, or other convenient videocnnfe.tettcing applications. During these in-depth interviews, Mt. Williams Will explore each candidate's background and experience as is gelates to the Director of Finance. and Management Services position, such as significant accomplishments, size and scope of responsibility, and otgaoizational culture. In addition, Mr. Williams will discuss with the candidates their motivation fat applying for the position and assess bis/her knowledge, skills, and abilities. We tt7ll devote. specific auttitiorl to establishing the likelihood of the candidate's acceptance of the position if an offer of employment is made. STEP 6-SEsekRCI-I PI.?BLIC RL;CORllS Under rhe direction of Mr. 'Williams, yout dedicated Reciahment Coordinator will conduct a review of published print and onhiie articles [or each recommended candidate. Sources include Lexis-NexisTM, Google; social .me'dii, and ottr contacts in the field. This will-alerr Mr. Willianns to any Etuitltet detailed ingnities we may need io make before out tecoi-mendations ate. finalized, STEP % MAKE RECOMI ENDATIONS Based on our fu dings during the prelimnary itnter-t-.ieac process; Rhx. Williams will reconunend a limited number of candidates foe your further consideration, He will make specific recornnnetndations and will help facilitate discussions regarding the candidate pool, bitt the final cieternunation of those to be considered will be tip to you. We tlipically .tecorsunand 6�-9 candidates that tree feel will best match yout expe,ctadons, and we prepare: a Beta led wt�itten.teport on each candidate. This bound reportprotdded to each member of the decision-madung body includes: Candidate Est with Recotunended Finahm identified in GI-oltp I and Groep 2 (primary and secondary recwnvnendations), as well as Ielenm/ canclidates P Sulllmat-y' of ex'perienc , education, and salary information for each Reeonamended Finalist candidatu - Complete cover letter and remote for cinch Recommended Fiivalist candidate. ea„ k M ........ .e. Pmooeal tote the Cita of Santa Ail;i Paged -e:UstoEOlber,/IPPAwits(those who did not meetnrinhunniquttli£tcadousocwereotherwise tmsuitable,based on outs screeriing process) Bob 'i\dtirmy & Associates maintains all search records for a period of seven (7) years following each t:ecruitmcne, and Nye are to forward covet: letters and tesumes for each applicant by postal mai or email as soon as Phe tecladuaient closes to new applications, STEP S FACILITATE FINAL INTERVIEWS Olat bears of e perieizce will be invaluable as we help you develop an interview process that objectively assesses the qualifications of each candidate. Wt willwork with the City o f Santa Ana to craft arid hnplement an interview approach that fits your needs. This may include individual and Atmel tervievvs by the. City �4uhagct and Ivey* stakeholders, cor munity/employee interview panels, writing and presuitation samples, meet -and -greets, or another Specialized process element Ivlr. Xiilliatns helps the City of Santa Ana to design. lvfr, Williams will be present on-site daring the interviews to facilitate as necessary do ing the process and to guide discussion to consensus regarding final candidates, Bound irieendewbooks will be provided to each iiztentim, panel merriber containing: + R.ecruitrnent brochure with candidate profile -e %ntewlew schedule v Suggested interview questions *I Experience surnmary, cover letter, resume, and rating form for each candidate Rarildrngforms for use duruhg-the-panel interview process We will work closely with your staff to coordinate and schedule. interviews and candidate travel, Out: goal. is to ensure that each candidate has a very positive experience, as the way the entire process is condixted will influence the (vital candidates' perception of your organization. STEP 9 CONDUCT BACKGROUND AND REFERENCE CHECK$ \-G:, Wiltiauzs a nd yow: Recruitment Coordinator will conduct detailed reference checks for up to three (3) Final canclidates. To gain an accurate and honest appraisal of the candidates' strengths and weaknesses, we will taut candidly with people who-ha<<e direct laiowledge of their work and tnanagernerit style. In acklition to g.iirii ig a 360 -degree view of candidates from the perspectiite of their suhenisots, subordinates and peers for the past several ),cats, we will snake a poitzt of speaking confidentially so individuals who may have fivadher insight into a candidate's abilities but who may not be on their ptefersed list of contacts. Yout: Recruitment. Coordinator will work with candidates and our professional backgrounding firm, HiteRight to conduct credit, civil litigation, raid nzoror vehicle record checks and verify - candidates' degrees. R.11 'Uurrav & '�ssaciares Projiesal Por die Cm of Sanm Aim Pate 5 Sarp 10 ASSIST fN NF,,c0T1Kr10N9 We recognize the, cdrieal importatrce of successful negotiations and call serve as )'out representative during this process, hdr. Williams knows what o her otgaAvzations have done to put devils tagerher withgreatcandidates and what the Current tmuketis like for Director- of Finance. and Management Services posidoas in organizatirnYs like the City of Santa Ana's. IIe will be available to advise you regsrcling current appmat;lacs to difficult issues, such as housing and relocation, We will represent gout interests and advise the chosen candidate and jou regarding salary, benefits, and employment agreements, with the goal of putting together a deal Chat results in the appointment of your chosen cauclidate. with out proven experience and vested interest in a positive outcome, we. Can turn to very difficult aspect of the tectuitment into one that is stsaightfommioi and agreeable for all parties involved. COMPLETE ADMINIS'TRA'TIVE ASSISTANCE We recctve many Cu'tsolicited testimonials each year from clients and candidates alike noting out prompt, considerate, accurate, and professional service during the search process. Throughout the recruitnicnt, n time rtettrals lrat suit the City of Santa Ana, we. will provide you with updates on the status of the, search and attend to all aclmirristrative details -onyour behalf, Canctidates receive immediate acknowledgement of their applications; as wall as personal phone culls and/or einails (as appropriate) advising them of their status at each critical point .in the fe=dtluerlt. Candidates Who receive, pre nano } of (trial inteririews and are not chosen to move foi-ward in ,the interview process will receive personal calls Ecom Mr, Williams on behalf of the City of Santa Ana It is our internal company standard that all inquiciets from clients and candidates receive a response within 'tire sane business clap whenever possible, and certainly within 24 hours if the inquiry is received during the work week. fir. WilUmns will be available to the Citjr of Santa Ana by office phone, cell phone, and email at any time to ensnte a smoodi and Suess -free recruitment process. n,.i, \ r....,.,,,..o, aa:."-l.,r,=. Vrnnnsel far tile. 01v ocSanta ,lna Noe 6 COSTS AND isT)AliAIti,TTEE PROFESSIONAL FEE AND EXPENSES The Fixed, flat htofessioxial setvices Cee fon' conducting the Ditectot of Fimance and Management Services rectiaiument on bchatF of the City of. Santa Ana is 517,500. Savice,s ptooided for in this fee consist of all steps outlined in this proposal, including three (3) days of mcediigs on site and complete refeteuce and hackgtound cheeps for lip to rlv:ee (3) final candidates, -111c City ofSa jiri . mi will also be responsible for reirinbursing expenses Bob NIu&cay, & Associates ir'renus on your: behalf. We estimate expenses.foe this Project not to exceed 57,400. hteuributsable expenses include (bat an riot limited to) such items as the rose of recruiter: crab=el; clerical support; brochure devetoprinent; Plscelnent of ads; credit and civil background checks; education verification; arnd public records searches. Postage, printing, photocopying, and -telephone charges me allocated costs and includedin the expense estinnate: 7n no irtstenn'a ni//Cxy �u;raa exa'Perl /%ia` a it5ttate IvilboIII p iv appi"over! frau the Carr of Sant;, ldIla, Expense, tehnbuteernent for candidate travel tekued to on-site jutcrvieWS will be the responsibility of the City' of Santa Ana. P bfessional Services (Fixed Flat Pee.) 517,500 Reitabutsable Expenses l xzvir�il costs and erppiasiniatu elmouuls include: B.rnchure Design and Printing (51,27-5) rldvettisttsg ($3,000) S7,400 Backgtound Checks— 3 ciindidates ($550) Consultant'I'tavel02,000) 0011 • Fxmenses sunulies. shlnninp:, clerical ($575) Oplamal Sowieej Conumun /StalPInput Fonar: $1,500/dai*, plus travel expenses C?uliine s `rice}' nr iti7 analysis of results: $250 v Additional on-site the sting days: $1,500/day, plus travel expenses Additional -background checks:-$250/candidate Additional reference checks: 5500/candidate Other services: 5250/1101ir or S1,500/dac it„i, aN''...... ,e,.v«rwur'.s Promli:lfor the Cit,oCS,urmA11.1 pnae7 GUARANTEE Should a cani(iclate recoinrnended b}' our Turn position resign or be terminated midi the first 12 mouths of cmployine it, we will prw idc the Cite of Sanm Ami tivichprofessionalsmices-to scarce a replacemerre. Services will be provided at do cost, aside from expenses i'acmred on the City of Santa Ans's behitlf chiritig the new seatch. We are confident in out ability to recalit outstanding ciindidates and donor expect the City to find it nec-essacy to exercise this provisienz of our proposal, RECRUITMENT SCHEDULE We are prepared to start work oil this assignment upon ceceipt of a signed professional services agreetrient or other written, aathotized notification. A Lull search. can he completed in 13-16 we eel hoar the clate of ini6almeetuigs Nvith our client. The finil recruitinent schedule will bei cletetmincd in collaboration with City of Santa Tina, A typical tinzel.ine of tasks and events is.ineluded'here for reference. Screen PLeliniinaq- nterviews Search Public Records Finalists Fuialist Backgrounds & References Neggotintiaas. Ciuxud"Ite 11.. I. o 1........., e. I .....:.:.....: 17........ 16v: 9,r C'.i". of S'I111s Alu pane it FIRIV PROFILE Oun STA IF Bob Murray &-tlssociates is a small firm focusing exclusively on executive search services. We have a testis of seven (7); w Bob Murray, Foimelet' Valerie Gaeta Phillips, Ar'aielod Gary Phillips, L-'s.x-eviliue 1Tiee Pt tidoit Relgin Williams, I `ice'Avi"eelml Jocl Btyden, rile Neeide)II * Aiaibei Smitls, Prirnipe[Ree'ndll a, Cooidiiialor Hellen Atrtsden, SeniorRearrrdlrve nl C'onnlduotor BOB MURRAY, FOUNDER Mt, xylurray—ltnown simply as"Bob" to his clients and candidates throughout the western US,— brings s over 40 years' cxpetience'as a recruiter and is recogmize.d as one of the top local government recruiters in the nation, He conducted hundreds of searches- for cities, counties,and special districts and was called on to conduct searches for some of the largest, tnost complex organk,adom in the colinei� and sonse of the smallest. Bob conducted searches for cl-dec executives; de-pnrunent heads, professional and technical positions, taking the lead on many of the futn'sas7ost difficult assignments %vith great success. His clients retained him again acid again, given the qualit}* of his work and success in finding candidates for difficult to till positions. As our Founder, Bob currently takes on fere searches personally but continues to be an active presence at Bob Njutrap & Associates, providing valued insight and experience to our testis members t:egatding all aspects of the recruitment process. i v. Nfri ay received his Bachelor of Science Degree in Ctimusology from -the ,Univecsit), of California at Berkeley with graduatcsmdies in Public Administnidon at California State`U'ni'versit , at' l"13ovacd. V,kLGRiE GAETAP-I-11 LU'S, PE-ESIDE'NT AND RECRUiTER. Ms. Gaeta Phillips has over 1S yearsof reMlidug expetience, including mote Llama a decade of recent: experience In executive search for public, private, and startup companies nationwide, Since joining Bob Nhittay & Associates, 'Valerie has completed over 40 searches in a diverse .range of fields, ucludhig city and genaral num"getnent, phinning, finance, humant.esources, Usr.nspotcadorl, cotnmunicadon and public relations, couununitp and economic dev'eloptnetit, information technology, parks and recreation, and opetntions. She has recruited at all levels of cnutucipal and non-Proht organizations, from techtucians and engineers to Executive Directors and C'hicf Execrative Officers. V,ilctie is valued for her passion for fincling stud retaining the most outstanding candidates for eVeu the most difficult or untraditional assignments and for herr co,ninvttnent to her clicuts' Bola Pmpo,i:d For the Cin of Srinta,lyra Papte 9 success; she is also active in a "Variety of industry organizations and in diversity -focused associations, Valerie is called upon often to serve as in expert speaker on topics such as maanaging one's online r'eputiuion, diversityissnes in ninunicipal rand non-ptoCitleadership, and how to idenu�, a good "Fit" foe organizational culture. Ms. Gaeta Phi.Uips, along with Executive Vice President Gary Phillips, has a passion for helping People, evidenced by fundraising, sponsorship, and lovoirement in .raising awareness for Organizations such as fhttisnn Speaks, the GC Dards MIND. Institute, and the Northern California Special Olympics. GARY PHILLIPS, EXECUTIVE'VICE PRESIDENT AiIND RECRUITER Since jointing Bob hurray & Associates, Mr. Phillips rias completed m?cr SO searches#or executives and professionals .in a wide variety of Fields includutg iuiunal setvices, city and general management, planning, legal counsel, cyber security, cad human resources. Gary's clients have tangezl frOm municipal governnnent to von -profit and,private sector organizations, and he has sourced outstanding candidates; for positions from the level of division managers up to City Managers, E'sxecutive Directors, turd General Managers. Garry* started las crreerAvith a New Yurk-based Fortune 100 compulytand cluicldyr because a Senior &Tanager, building and runn.iug a large customer service organization that eventually eapanded to 13 countries .in Europe. He proceeded to hold senior leadeoslnip positions un several Forutiie 500 connpanies, with noted successes such as building an organi2nuoc1 from LIVO to 250 employees worldwide and glowing it company from 800 to "t200 employees. ,-Vs pare of 2n exe;cutnre acquisition and recruiting team, Gary helped build a start-up entcrprisc software company in Sant PrIncisco, recr:ufdng top-notch talent and building a world-class organization. He has maintained customer.telationships in the public sector and the private sector, including medical and funa.nci d institutions, He prides himself on finding Ivey talent sad offering dte best customer service to his clients. tiIl�. Phillips; along with Ms, Gaeta -Phil ps, is involved in Itis con-unurrity as a soccer coach, ns an organizer of fundtaisets for Autism Spesks and the LIC Davis MIND, Institute, and ass sponsor oftheNorthern California Special QJynzpics, ilir,-Phillips received his Associate of Science degree and completed additional coursenvor:k at Rochester Institute of Technology, NY, REGAN WILLIAMS, SENIOR VICE; PRESIDENT AND LEAD RECRUITER \fr. Williams brings 30, years of local govertunent experience to Bob Murray & Associates and has ovec 17 y"us of experience io executive rwruitraents with our: Lirm. in hk time witfi Bob LUnt:ay & Associates, Regan has conducted over 275 executive seta cher ranghig froth, managets and depai;unent heads to Cit}- i`Ian tgers, Executive Directors, an&General Managers. If Regm were tohave a recruiting specialty, it would be public safeLyr positions; he has personally con -ducted over 60 Police CI)ief ;and 20 -Fire Chief recruitments: Prior to joiiiingBob -Muitay & Lssociate.s, Regan screed as Director of Public, Safety with the Cit}` of Suntirvale, CA. He teas .involved in.the &welopnem of some ofSunny-vale's most itrnovative public safeq programs and has a national reputation for cvicellence in htne enforcement, as well as Roll Nduvn%, &:Associates Ptopwal for die City of Sanea Aw Pqc 10 in law enForcetnent executive recruiting. Regan's clients find los prompt: and personal attention, insight, and cxpeetise ui recruitment and selection @n asset. He is often called upon eo recruit for difficult-to-fill law enforcement positions, such as the position of Police Chief or Cit), Nlanaget in challeugitng political environmeints. Mr. Williams receiivcd his Bachelor of Science Degree in .Aellniniwation of Justice frons. San Jose State University. Flt is also a graduate of due FBI National Academy. Join, BRYDEN, VICL PRESIDFNT AND RECRUITER Nh:, Biydern has over 50 years of local govetnnnent expetience that he brings to the firm, having retired as Chief of Police it, Wa-ltuat C.teeh, CA pior to joining Bob Nlurmy & Associate's in 2012, Throughout his Career; Joel has been involved in public sector consuldrtg, with vast experience in hiu wg and promotional processes, as welt as interviewing candidates for aclvancementin all aspects of local govemment. Joel has a solid reputation as a leader in the public sector and his ability in End and evaluate outstanding applicants for our clients is invaluable in the search process, Since joinuig Bob Nturr'ay c& Associates,-Joel has conducted Over 50 re¢r utunents in a broad range of sectors includingpolice, fire, buildi.xAg, planning, city tnanagement, and gener%d managerneiit. He is often called upon to recruit specialized or difficult-to- fill positions, such as Independent Police Auditor, Mr. Bryden is a graduate of the PBI National Academy and obtained his Bachelor of Arts Degree in Corrimunicati'on froth San Diego State University, Reis cucrendy based in Walnut Creek, C-A, Ajv1BER SMITH, PRINCIPAL RFCRI3ITmmNT COORDINATOR - As PiincipalRectvitui'ent Coordinator with Bob Murray &-Associates, Nls. Snutin acts as aliaison behveen clients and candidates from beginning to end of each rectuitmeut process. Under the ditection of each client's assigned Recruiter, Amber is responsible foo- the development and distribution of position recriiitinent and advertising materials, client teseatch refateuce and background checks, responding to requests for proposals, and providing a broad range of support- services upportservices for die recruiting team.. She also provides leadership for out in-house staff and is an invaluable resource. Amber brings over a decade oCclient-otiented customer service, adtaitustrative, and management experience to Bob Mmras' & Associates. Since joining our team in 2011, she Inas shown a cotntnt nneirt to working as a partner with clients arid candidates to provide a Cjuakty sererice and esperietice, Ms. Snuth received her Bachelor of Arts degree in P,usiness Administration firom La Sierra University, Riverside, Cal.ifomia, v>, i, rctur.,n A- v,,nrtnres Prnooanl (m the Cin-oFSum Ana parrs I I HET.L,EN AMSDE;N, SENioti RECRUII'MENT COORDINATOR `4s, Amsden acts as a llaisoti among clients, recruiters, and candidates throughout each a:ecruitnaent process_ Undet the direction of our client's assigned Recruiter, Fidlen's responsibilities include deve,lopme-tie and distribution of position recruitmeut and advertising nsaterials, client and canelidatc resestrch, reference and backgtouiid checks, responding to requests for proposals, and ptovidiug a bt:oad range of suppo;tt ser'vic'es for the recruiting team, Hellen joined our firth in 2016 with neatly a decade of customer service, administrative, and lea'dr tsb p experience She is corm7utted to Providing the highestt level of quality support and to tvoxlcing as a partner with Clients -arid candidates tbronghoutthe ;eauch process. Ms, Amsd.en, graduated summa cum laude with a Bachelor of Arts degree in Leadership and Organizational Studies Ecom Saint INfiry's College of California. CORPORATION Bob Murray & Associates was founded in May 2000 and operated under the corporation name MBN Set res, Inc. until June 2014--outnew corporation. natne is GVP Ventues, Inc., incorporated in California in 2014. Contact .information for the corpor=ation and the firth is as follows: C;j P'Srenulres, Inc. CR Bob ANlur ay & Associates 1544 Rt reka Road, Ste, 280 Roseville, CA 95661 ()16) 784-9080 appl}, a bobniurray,assoc.coni. 0w7 corporation and 1:u;rri are.fiiiamciallh sound (aud have been so since 2000), with documentation £colli our accountant avallable to your otganizatiou prior to final execution Of a professional service ag7reement. We hive never been involved in any litigation, aside from Our personnel sery ng as e,�pettcvitnesses when called to do so, PROFFssror\t?LL AssocmTiom Cour firm, represented by either out President or out Executive Slice President areinvolved in the following otganizations to remain engaged with cutrent and future issues relevant to the - work we conduct on behalf OF chetin like City ofSanta Ana: <r ClhfotniaSpecidDistricts-Association— Illelilbor California City Management Foundation(CCIAIF) — klember w3 IntenTadoual City/Conn(j' Management Association (FUMr4)—iVember• a I,cagnte of California Cities — Leape Peirmer nr LeagueofW'utneninGoveinment— SpaysiliWember vs N1ti7ntciptdllanagemept Association ofNorthom California (N1NL1NC)—,V)mxa1,[1+fember 4 NluiiicipalSianagcinent association of Southern. Calitomia (;S-UMASC)-3; ovsorJtllmbtn- 11-1, � r ........ . A, #urrro Pronn.SM for the (im,, otsmtt Ana Page 12, 1Yleuzbers of our leadership Ceara not only attend events sponsored by these associations but aie- also frequently called upon to store as panel membets and to provide specialized le.ceures tegardnib industry -specific issues. Recent and upcoming speaking engagements "arid ttninings provided by out gllff.inclucle: w ,Role of the ChicP' class, presented by Joel Bryden can. behalf of the Califcirnia Police Clue€s Association "Standing Out from the Crowd with Your Online Reputation," presented by Valeuie Phillips at the 2017 ININIASCilnuual Coxafemice; and Oiginization of Latino Affairs invited speaker, Valerie Plullips for Hispanic Heritage Month R.J, V 0, 4c.nrvinr✓: P�.......d Co, Tls t.m, of Simta A(w Pfloc 13 REFERENCES Chcn.ts Ind candidates ave the best testament to ow- ability to conduct quality searches. Clients for whom Bob ivlurray R Associates has recently conducted sintilat searches ace listed below, CI,7FN7: City of Huatington Bcach, CA P051-rION., Chief Financial Officer YEAR: 2018 RL2°RREIVCB. h[s. YficlAcle. Marren, Dissector of Flumm Resoutces, C/14) 53.6-5586 CLIENT: City -of Oxnard; Cry POS777OtV:: Chief TinancialOffices: YEAR: 2016 REFEXZENQEf hos. Liss Yoslutnu'ta, Assismic Directot of Human Resources, (305) 385-7-)96 CLIENT' Pott ofLoug Beach, CA POSITION,• \Managing Director ofl-1zance and Acltnuiisttatiou YEAR.' 2017 Z?E/'FRFNCF. _hls, Stacey Lewis, Assistant Director of Human Resources, (562) 283=7500 CLIENT; City of`Cricy, CSL POS727ON• Directotof.Finance YEAR: 2017 -RErERL'NC$: Ms. Micloti Lichtwntclt, Director of Hunan Resources, (209) 831-6159 {le appreciato the City ofSanta l na°s co.nsidenition of'our proposalattdlookfon-T,flyd to TVOJ ci17g r.Irtrh you. BOB MURRAY & A.s.90MIATES expcnrn IN EK UTIVC OCAn GH B'O, Alnrenn P, deanrinree Pv000szl for rhe 0tv oES:utta:lna [ avty. t4 N-2018-150 EXHIBIT B GOMPENSXRON Pee Proposal including hourly rates if appl-icable Exhibit B COSTS S A.ND GUARANTEE PROFES810NAL FEF AND EXPEMES The fixed, flat professional se vices fee for conducting the Director of Finance and iS4anagement Services recruitment on behalf of the City of Santa Ana is $1.7,500. Services provided forinthis Fee consist of all steps outlined in this proposal, including twee (3) dqs of meetings on site and complete reference and background checks for up to three (3) final candidates. The City of Santa zlnawill also be responsible for teihtbutsing expenses Bob hurray & Assoc4mes incurs on your behilf, We estirmte expenses for this project notto exceed $7;430, lbeirnbur;sable expenses include (but are no(: Emited to) such items as die cost of recruiter travel; clerical support; brochure developnhent; placement of ads; credit and civil background checks; education vet fication; and -public tecords searches. Postage, ptinting, photocopying, and telephone charges -are attocated costs mul.included in die expense estimate. In w iuskva'e nVIl exImI es exwellhis eet!/ ale wilhout ph for zrppploy // f om /17c Qi/y of S allm fi/tef. Expense reimbursernent for mridi kcte traxrcl related to on-site interviews will be the responsibility of the City of Santa Ana. Professional Services (Fixed Flat Fee) ;¢17,500 Reimbutsable Expenses Brochure: Design, and Printing ($1,2'75) Advertising ($3,000) ;17,400 Back round Checks 3_eandidates (,5550) Consultant Travel ($2;000) Other expenses —supplies, sliippjnZ, clerical ($575) Oklional Selvia'ei Cornmutury/Staff Input Foram: 51,500/day, plus travel expenses w OnNine survey with'mmlysis ofresuks: $250 e Additional on site inceting days; $'1,500/day, plus barrel expenses Addidonal backgr;piJnd cheeps: $250/candi.date Additional reference checks: $500/candidate Other scrvic.m $2 r0/hour or `11,500/day Bob AG vmv & Associares Nopsas l for the City of Santa ,also GVPVE-1 ACo/z0` CERTIFICATE OF LIABILITY INSURANCE D TE (MMIDDNYYY) 0 811 512 8 081151201 8 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(les) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER 916-773-3800 ISU/Francis-Pinney Ins. 2266 Lava Ridge Court Ste 200 P.O. Box 619050 Roseville, CA 95661-9050 CONTACT Dianne Nielsen NAME: PHONE 916-773-3800 FAX 916-773-4484 (AIC, No, Ext): (AIC, No): E-MAIL ADDRESS: X COMMERCIAL GENERAL LIABILITY Bruce Winning INSURERS AFFORDING COVERAGE NAIC IN INSURER A:Philadelphia lnsuranceCom pan 18058 INSURED GVP Ventures Inc., INSURER B. Hartford Insurance Group 22357 DBA: Bob Murray&Associates 1544 Eureka Road, Ste. 280 INSURER C. Sentinel Insurance Company Ltd 11000 INSURER D: 06/16/2018 Roseville, CA 95661 INSURER E DAMAGE TO RENTED PREMISES Ea occurrence 1,000,000 $ INSURER F MED ERR (Any one arson $ 10,000 COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAYHAVE BEEN REDUCED BY PAID CLAIMS. INSRTYPE LTR OF INSURANCE ADDL INSD SUB VIVID POLICY POLICY NUMBER POLICY EFF POLICY EXP MMIDDIVVVV LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 CLAIMS LKOCCUR Y Y 57SBABG7707 06/16/2018 06/16/2019 DAMAGE TO RENTED PREMISES Ea occurrence 1,000,000 $ X MED ERR (Any one arson $ 10,000 C Professional E&O PHSD1363791 07/10/2018 07/10/2019 Claims Made PERSONAL a ADV INJURY $ 2,000,000 GEN L AGGREGATE LIMIT APPLIES PER. GENERAL AGGREGATE $ 4'000'000 X POLICY � JECT � LOC PRODUCTS-COMOOPAGG $ 4,000,000 Prof Liab $ 1,000,000 OTHER.. AUTOMOBILE LIABILITY COMB NEC SINGLE LIMIT (Ed accident $ BODILY INJURY Per arson $ ANY AUTO Y 57SBABG7707 06/16/2018 06/16/2019 OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY Per accident $ PROPERTY DAMAGE accident) $ X HIRED )( NON-OWN—D AUTOS ONLY AUTOS ONLY(Per A -NH $ 2,000,000 UMBRELLA LIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DED RETENTION$ $ B WORKERS COMPENSATION AND EMPLOVERS'LIABILITY ANY PROPRIETOR/PARTNERIEXECUTIVE VD OFFICERMEMBER EXCLUDED? (Mandatory in NH) NIA Y 57WBCGG0320 06/16/2018 06/16/2019 X PER OTH- STATUTE ER EL EACH ACCIDENT 1,000,000 $ ELDISEASE-EAEMPLOYEE $ 1,000,000 If yes describe under DESCRIPTION OF OPERATIONS below EL.DISEASE -POLICY LIMIT 1,000,000 $ DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) RE: Executive Recruitment of Director of Finance & Management Services The City of Santa Ana, its officers, employees, agents, volunteers and representatives are included as additional insure) as required by written ds contract per the attached endorsement(s). Waiver ofi subrogation applies per the attached endorsements CERTIFICATE HOLDER CANCELLATION SANT-37 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City Of Santa Ana Human Resources Dept 20 Civic Center Plaza M-24 AUTHORIZED REPRESENTATIVE Santa Ana, CA 92701 ACORD 25 (2016/03) © 1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD POLICYNUMBER: 57SBABG7707 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ ITCAREFULLY. ADDITIONAL INSURED - DESIGNATED PERSON OR ORGANIZATION This endorsement modifies Insurance provided under Ole following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name of Person or Organization The City of Santa Ana, its officers, employees, agents, volunteers and representatives RE: Executive Recruitment of Director of Finance & Management Services (Ifno entry appears above, Information required to complete this endorsement Will be shown in the Declarations as applicable to this endorsement.) WHO IS AN INSURED (Section II) Is amended to Include as an Insured the person or organization shown In the Schedule as in Insured but only with respect to liability arising out of youroperadons or premises owned byor rented to you. CG 20 25 it 85 Copyright, Insurance cervices Office, Inc., 1984 POLICY NUMBER: 57SBABG7707 COMMERCIAL GENERAL LIABILITY THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. PRIMARY ADDITIONAL INSURED AMENDMENT OF CONDITIONS This endorsement modifies insurance provided under the following: COMMERCIAL GENERAL LIABILITY COVERAGE PART SCHEDULE Name of Person or Organization: The City of Santa Ana, its officers, employees, agents, volunteers and representatives RE: Executive Recruitment of Director of Finance & Management Services (If no entry appears above, information required to complete this endorsement will be shown in the Declarations as applicable to this endorsement. With respect to insurance organization shown in Endorsement, Condition replaced by the following: 4. Other Insurance. provided to the person or the Schedule of this 4. Other Insurance is If other valid and collectible insurance is available for a loss we cover under Coverages A and B of this Coverage Part, our obligations are limited as follows: a. Primary Insurance This Insurance Is primary and we will not seek contribution from other Insurance available to the person or organization shown in the Schedule of this endorsement except when b. below applies. (1) That is Fire, Extended Coverage, Builder's Risk, Installation Risk or similar coverage for "your work;" (2) That is Fire Insurance for premises rented to you; or (3) If the loss arises out of the maintenance or use of aircraft, "autos" or watercraft to the exient not subject to Exclusion g. of Coverage A (Section 1). When this insurance is excess, we will have no duty under Coverage A or B to defend any claim or "suit" that any other insurer has a duty to defend. If no other insurer defends, we will undertake to do so, but we will be entitled to the insured's rights against all those other insurers. b. Excess Insurance When this insurance is excess over other This insurance is excess over any of the other insurance, we will pay only our share of the insurance whether primary, excess, amount of the loss, if any, that exceeds the sum of: contingent or on any other basis: Form HC 24 08 11 94 Page 1 of 2 ®1995 The Hartford Insurance Group (Includes copyrighted material of Insurance Services Office with its permission. Copvriuht, Insurance Services Office, 1995) (1) The total amount that all such other insurance would pay for the loss in the absence of this insurance; and (2) The total of all deductible and self-insured amounts under all that other insurance. We will share the remaining loss, if any, with any other insurance that is not described in the Excess Insurance provisions and was not bought specifically to apply in excess of the Limits of Insurance shown in the Declarations of this Coverage Part. c. Method of Sharing If all of the other insurance permits contribution by equal shares, we will follow this method also. Under this approach each insurer contributes equal amounts until it has paid its applicable limit of insurance or none of the loss remains, whichever comes first. If any of the other insurance does not permit contribution by equal shares, we will contribute by limits. Under this method, each insurer's share is based on the ratio of its applicable limit of insurance to the total applicable limits of insurance of all insurers. Page 2 of 2 Form HC 24 08 11 84 57SBABG7707 This endorsement rnDdFm insurance provided under the following: We waive any right of recovery we may have agaist 1. Any person or organization shown in the Declarations, or 2. Any person or organization with whom you have a oar tract Mnat requires such waiver. FOFMSS1215030D 0 2000, The Hartford 57SBABG7707 0 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION TO CERTIFICATE HOLDER(S) This policy is subject to the following additional Conditions: A. If this policy Is cancelled by the Company, other than for non-payment of premium, notice of such cancellation will be provided at least thirty (30) days in advance of the cancellation effective date to the certificate holder(s) with mailing addresses on file with the agent of record or the Company. B. If this policy is cancelled by the company for non- payment of premium, or by the insured, notice of such cancellation will be provided within ten (10) days of the cancellation effective date to the certificate holder(s) with mailing addresses on file with the agent of record or the Company. If notice is mailed, proof of mailing to the last known mailing address of the certificate holder(s) on file with the agent of record or the Company will be sufficient proof of notice. Any notification rights provided by this endorsement apply only to active certificate holder(s) who were Issued a certificate of insurance applicable to this policy's term. Failure to provide such notice to the certificate holder(s) will not amend or extend the date the cancellation becomes effective, nor will it negate cancellation of the policy. Failure to send notice shall Impose no liability of any kind upon the Company or its agents or representatives. Form SS 12 23 0611 Page 1 of 1 0 2011, The Hartford t� THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT Pollcy Number: 57 WBC GG0320 Endorsement Number: Effective Date: 06/16/17 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: GVP VENTURES INC., 1544 EUREKA RD STE 280 ROSEVILLE, CA 95661 We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. This agreement shall not operate directly or indirectly to benefit anyone not named in the Schedule. SCHEDULE ANY PERSON OR ORGANIZATION FROM WHOM YOU ARE REQUIRED BY WRITTEN CONTRACT OR ACREEMENT TO OBTAIN THIS WAIVER OF RIGHTS FROM US Countersigned by Form WC 00 03 13 Printed In U.S.A. Process Date: 04/29/17 Authorized Representative Policy Expiration Date: 06/16/18 Fi I THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. NOTICE OF CANCELLATION TO CERTIFICATE HOLDER(S) Policy Number: 57 WBC 000320 Endorsement Number: Effective Date: 06/16/17 Effective hour is the same as stated on the Information Page of the policy. Named Insured and Address: GVe VENTURES INC., 1544 EUREKA RD STE 280 ROSEVILLE, CA 95661 This policy is subject to the following additional Conditions: A. If this policy is cancelled by the Company, other than for non-payment of premium, notice of such cancellation will be provided at least thirty (30) days in advance of the cancellation effective date to the certificate holder(s) with mailing addresses on file with the agent of record or the Company. 8. If this policy is cancelled by the Company for non-payment of premium, or by the insured, notice of such cancellation will be provided within ten (10) days of the cancellation effective date to the certificate holder(s) with mailing addresses on file with the agent of record or the Company. If notice is mailed, proof of mailing to the last known mailing address of the certificate holder(s) on file with the agent of record or the Company will be sufficient proof of notice. Any notification rights provided by this endorsement apply only to active certificate holder(s) who were Issued a certificate of insurance applicable to this policy's term. Failure to provide such notice to the certificate holder(s) will not amend or extend the date the cancellation becomes effective, nor will it negate cancellation of the policy. Failure to send notice shall impose no liability of any kind upon the Company or its agents or representatives. Form WC 99 03 94 Printedln U.S.A. Process Date: 04/29/17 Policy Expiration Date: 06/16/18 02011, The Hartford