Peckham & McKenney/City Mgr & Finance Dir. Recruitment 12CONTRACT SERVICES AGREEMENT
THIS CONTRACT SERVICES AGREEMENT (the "Agreement") is made and
entered into by and between the CITY OF LA QUINTA, a California municipal
corporation (the "City"), and PECKHAM & McKENNEY, an executive search firm
(the "Contractor").
RECITALS
WHEREAS, the former City Manager of the City of La Quinta ("City") passed
away suddenly on November 20, 2011, leaving the position of City Manager
vacant;
WHEREAS, the City's current Finance Director has tendered his resignation
effective May 31, 2012, which will leave the position of Finance Director vacant;
WHEREAS, the City Council desires to secure the services of a recruitment
firm to assist in the process of hiring a permanent replacements for the City
Manager and Finance Director; and
WHEREAS, a Request for Proposals for the City Manager recruitment was
issued on December 13, 2011, with responses due by or before January 3, 2012;
a supplemental request was issued on January 9 for supplemental proposals
incorporating the search for a Finance Director into the City Manager search; and
WHEREAS, four proposals were received from prospective recruitment firms;
and
WHEREAS, the proposals were reviewed and evaluated by a Review
Committee comprised of Mark Weiss, Interim City Manager, Terry Deeringer,
Human Resources/General Services Manager, and John Falconer, Finance Director,
with respect to experience and background, proposed rates, references and
guarantees, and other aspects of such proposals; and
WHEREAS, the Review Committee recommended the top three firms for
interviews with the City Council, which occurred on January 17, 2012; and
WHEREAS, based on the submitted documentation, Review Committee
recommendations, and interviews, the City Council recommended Peckham &
McKenney on the basis that it offers the best combination of experience,
background and knowledge regarding recruitment in the areas that are of interest to
the City.
NOW, THEREFORE, in consideration of the performance by the parties of the
mutual promises, covenants, and conditions contained herein, the parties agree as
follows:
1.0 SERVICES OF CONTRACTOR
1.1. Scope of Services. In compliance with all terms and conditions of this
Agreement, Contractor shall provide those services related to recruitment of a City
Manager and a Finance Director, as specified in the "Scope of Services" attached
hereto as Exhibit "A" and incorporated herein by this reference (the "services" or
"work"). Contractor warrants that all services will be performed in a competent,
professional and satisfactory manner in accordance with the standards prevalent in
the industry for such services.
1.2. Compliance with Law. All services rendered hereunder shall be
provided in accordance with all ordinances, resolutions, statutes, rules, regulations
and laws of the City of La Quinta and any Federal, State or local governmental
agency of competent jurisdiction.
1.3. Licenses, Permits, Fees and Assessments. Except as otherwise
specified herein, Contractor shall obtain at its sole cost and expense such licenses,
permits and approvals as may be required by law for the performance of the
services required by this Agreement. Contractor shall have the sole obligation to
pay for any fees, assessments and taxes, plus applicable penalties and interest,
which may be imposed by law and arise from or are necessary for the performance
of the services required by this Agreement.
1.4. Familiarity with Work. By executing this Agreement, Contractor
warrants that (a) it has thoroughly investigated and considered the work to be
performed, (b) it has investigated the site of the work and fully acquainted itself
with the conditions there existing, (c) it has carefully considered how the work
should be performed, and (d) it fully understands the difficulties and restrictions
attending performance of the work under this Agreement. Should Contractor
discover any latent or unknown conditions materially differing from those inherent
in the work or as represented by City, it shall immediately inform City of such fact
and shall not proceed except at Contractor's risk until written instructions are
received from the Contract Officer (as defined in Section 4.2 hereof).
1.5. Standard of Care. Contractor acknowledges and understands that the
services and work contracted for under this Agreement require specialized skills
and abilities and that, consistent with this understanding, Contractor's services and
work will be held to a heightened standard of quality and workmanship. Consistent
with Section 1.4 hereinabove, Contractor represents to City that it holds the
necessary skills and abilities to satisfy the heightened standard of work as set forth
in this Agreement. Contractor shall adopt reasonable methods during the life of the
Agreement to furnish continuous protection to the work performed by Contractor,
and the equipment, materials, papers and other components thereof to prevent
losses or damages, and shall be responsible for all such damages, to persons or
property, until acceptance of the work by City, except such losses or damages as
may be caused by City's own negligence. The performance of services by
Contractor shall not relieve Contractor from any obligation to correct any
incomplete, inaccurate or defective work at no further cost to City, when .such
inaccuracies are due to the negligence of Contractor.
1.6. Additional Services. In accordance with the terms and conditions of
this Agreement, Contractor shall perform services in addition to those specified in
the Scope of Services only when directed to do so by the Contract Officer,
provided that Contractor shall not be required to perform any additional services
without compensation. Any addition in compensation not exceeding five percent
(5%) of the Contract Sum may be approved by the Contract Officer. Any greater
increase must be approved by the City Council.
1.7. Special Requirements. Additional terms and conditions of this
Agreement, if any, are set forth in Exhibit "D" (the "Special Requirements") which
is incorporated herein by this reference and expressly made a part hereof. In the
event of a conflict between the provisions of the Special Requirements and any
other provisions of this Agreement, the provisions of the Special Requirements shall
govern.
2.0 COMPENSATION
2.1. Contract Sum. For the services rendered pursuant to this Agreement,
Contractor shall be compensated in accordance with Exhibit "B" (the "Schedule of
Compensation") in a total amount not to exceed the maximum contract amount of
Thirty-nine Thousand and No/100 Dollars ($39,000.00) (the "Contract Sum"),
except as provided in Section 1.6. The method of compensation set forth in the
Schedule of Compensation may include a lump sum payment upon completion,
payment in accordance with the percentage of completion of the services, payment
for time and materials based upon Contractor's rate schedule, but not exceeding
the Contract Sum, or such other methods as may be specified in the Schedule of
Compensation. Compensation may include reimbursement for actual and necessary
expenditures for reproduction costs, transportation expense, telephone expense,
and similar costs and expenses when and if specified in the Schedule of
Compensation.
2.2. Method of Payment. Any month in which Contractor wishes to
receive payment, Contractor shall submit to City no later than the tenth (10th)
working day of such month, in the form approved by City's Finance Director, an
invoice for services rendered prior to the date of the invoice. Such invoice shall (1)
describe in detail the services provided, including time and materials, and (2)
specify each staff member who has provided services and the number of hours
assigned to each such staff member. Such invoice shall contain a certification by a
principal member of Contractor specifying that the payment requested is for work
performed in accordance with the terms of this Agreement. City will pay
Contractor for all expenses stated thereon which are approved by City pursuant to
this Agreement no later than thirty (30) days after invoices are received by the
City's Finance Department.
3.0 PERFORMANCE SCHEDULE
3.1. Time of Essence. Time is of the essence in the performance of this
Agreement.
3.2. Schedule of Performance. All services rendered pursuant to this
Agreement shall be performed diligently and within the time period established in
Exhibit "C" (the "Schedule of Performance"). Extensions to the time period
specified in the Schedule of Performance may be approved in writing by the
Contract Officer.
3.3. Force Maleure. The time period specified in the Schedule of
Performance for performance of the services rendered pursuant to this Agreement
shall be extended because of any delays due to unforeseeable causes beyond the
control and without the fault or negligence of Contractor, including, but not
restricted to, acts of God or of the public enemy, fires, earthquakes, floods,
epidemic, quarantine restrictions, riots, strikes, freight embargoes, acts of any
governmental agency other than City, and unusually severe weather, if Contractor
shall within ten (10) days of the commencement of such delay notify the Contract
Officer in writing of the causes of the delay. The Contract Officer shall ascertain
the facts and the extent of delay, and extend the time for performing the services
for the period of the forced delay when and if in his or her judgment such delay is
justified, and the Contract Officer's determination shall be final and conclusive
upon the parties to this Agreement.
3.4. Term. Unless earlier terminated in accordance with Sections 7.7 or
7.8 of this Agreement, this Agreement shall continue in full force and effect until
completion of the services, except as otherwise provided in the Schedule of
Performance.
4.0 COORDINATION OF WORK
4.1. Representative of Contractor. The following principals of Contractor
are hereby designated as being the principals and representatives of Contractor
authorized to act in its behalf with respect to the work specified herein and make
all decisions in connection therewith:
a. Bobbi C. Peckham, Partner, Peckham & McKenney
It is expressly understood that the experience, knowledge, capability, and
reputation of the foregoing principals were a substantial inducement for City to
enter into this Agreement. Therefore, the foregoing principalsshall be responsible
during the term of this Agreement for directing all activities of Contractor and
devoting sufficient time to personally supervise the services hereunder.
The foregoing principals may not be changed by Contractor and no other
personnel may be assigned to perform the service required hereunder without the
express written approval of City.
4.2. Contract Officer. The Contract Officer shall be Mark Weiss, Interim
City Manager, or such other person as may be designated by the Interim City
Manager of City. It shall be Contractor's responsibility to assure that the Contract
Officer is kept informed of the progress of the performance of the services and
Contractor shall refer any decisions which must be made by City to the Contract
Officer. Unless otherwise specified herein, any approval of City required hereunder
shall mean the approval of the Contract Officer.
4.3. Prohibition Against Subcontracting or Assignment. The experience,
knowledge, capability and reputation of Contractor, its principals and employees
were a substantial inducement for City to enter into this Agreement. Except as set
forth in this Agreement, Contractor shall not subcontract with any other entity to
perform in whole or in part the services required hereunder without the express
written approval of City. In addition, neither this Agreement nor any interest herein
may be assigned or transferred, voluntarily or by operation of law, without the prior
written approval of City. Any attempted or purported assignment or sub-
contracting by Contractor without the City's express written approval shall be null,
void and of no effect.
4.4. Independent Contractor. Neither City nor any of its employees shall
have any control over the manner, mode or means by which Contractor, its agents
or employees, perform the services required herein, except as otherwise set forth.
Contractor shall perform all services required herein as an independent contractor
of City and shall remain at all times as to City a wholly independent contractor with
only such obligations as are consistent with that role. Contractor shall have no
power to incur any debt, obligation, or liability on behalf of City. Contractor shall
not at any time or in any manner represent that it or any of its agents or employees
are agents or employees of City. Contractor agrees to pay all required taxes on
amounts paid to Contractor under this Agreement, and to indemnify and hold City
harmless from any and all taxes, assessments, penalties, and interest asserted
against City by reason of the independent contractor relationship created by this
Agreement. Contractor shall fully comply with the workers' compensation laws
regarding Contractor and Contractor's employees. Contractor further agrees to
indemnify and hold City harmless from any failure of Contractor to comply with
applicable workers' compensation laws. City shall have the right to offset against
the amount of any fees due to Contractor under this Agreement any amount due to
City from Contractor as a result of Contractor's failure to promptly pay to City any
reimbursement or indemnification arising under this Section 4.4.
4.5. City Cooperation. City shall provide Contractor with any plans,
publications, reports, statistics, records or other data or information pertinent to
services to be performed hereunder which are reasonably available to Contractor
only from or through action by City.
5.0 INSURANCE.
5.1. Insurance. Prior to the beginning any Work under this Agreement and
throughout the duration of the term of this Agreement, Contractor shall procure
and maintain, at its sole cost, and submit concurrently with its execution of this
Agreement, insurance as described herein. All insurance coverage required by this
Agreement shall be placed with insurers authorized to do business in the State of
California with an A,M, Best and Company rating level of A- or better, Class VI or
better, unless otherwise approved by the City's Risk Manager in writing.
5.1.1. Minimum Coverage. 'Insurance shall include the following (or
broader) coverage:
a. Insurance Services Office Commercial General Liability
coverage "occurrence" form CG 00 01 or its equivalent .with an
edition date prior to 2004 and with minimum limits of $1,000,000 per
occurrence and $2,000,000 in the aggregate.
b. Insurance Services Office form number CA 0001 or
equivalent covering Automobile Liability, including hired and non -
owned automobile liability with a minimum limit of $1,000,000 per
accident. If Contractor owns no vehicles, this requirement may be
satisfied by a non -owned and hired auto endorsement to Contractor's
commercial general liability policy.
C. Contractor shall carry Workers' Compensation Insurance
complying with California's worker's compensation laws, including
statutory limits for workers' compensation and an Employer's Liability
limit no less than $1,000,000 per accident or disease.
5.1 .2. Required Endorsements. Liability insurance policies required to
be provided by Contractor hereunder shall contain or be endorsed to contain
the following provisions:
a. City, its employees, officials, agents and member
agencies shall be covered as additional insureds. Coverage shall apply
to any and all liability arising out of the Work or related to the
Contract. Additional insured status under the general liability
requirement shall be provided on Insurance Services Office Form CG
20 10 with an edition date prior to 2004, or its equivalent. Additional
insured status for completed operations shall be provided either in the
additional insured form or through another endorsement such as CG
20 37 with an edition date prior to 2004.
b. General and automobile liability insurance shall apply
separately to each insured against whom a claim is made or suit is
brought, except with respect to the limits of the insurer's liability.
Coverage will not be limited to City's vicarious liability.
C. Liability coverage shall be primary and non-contributing
with any insurance maintained by the City.
d. Each policy required hereunder, and the associated
evidence of coverage (including the workers' compensation and
employer's liability policies), shall provide that coverage shall not be
suspended, voided, canceled or reduced in coverage or in limits except
after 30 days' prior notice has been given to City. Such provision
shall not include any limitation of liability of the insurer for failure to
provide such notice.
e. No liability insurance coverage provided to comply with
this Agreement shall prohibit Contractor, or Contractor's employees,
or agents, from waiving the right of recovery prior to a loss.
Contractor waives its right of recovery against City.
5.1.3. Verification of Coverage. Contractor shall deposit with City
within fifteen (15) days of execution of the Contract certificates of insurance
evidencing the coverage required hereunder and all required endorsements.
5.1 .4. No Waiver or Obligation. There shall be no recourse against
City for payment of premiums or other amounts with respect to the
insurance required to be provided by Contractor hereunder. Any failure,
actual or alleged, on the part of City to monitor compliance with these
requirements will not be deemed as a waiver of any rights on the part of
City. City has no additional obligations by virtue of requiring the insurance
set forth herein. In the event any policy of insurance required under this
Agreement does not comply with these requirements or is canceled and not
replaced, City has the right but not the duty to obtain the insurance it deems
necessary and any premium paid by City will be promptly reimbursed by
Contractor or City will withhold amounts sufficient to pay premium from
Contractor payments.
5.1 .5. Prompt Notice. Contractor agrees to provide immediate notice
to City of any claim or loss against Contractor arising out of the work
performed under this agreement. City assumes no obligation or liability by
such notice, but has the right (but not the duty) to monitor the handling of
any such claim or claims if they are likely to involve City
5.1.6. Subcontractors. Contractor shall include all subcontractors, if
any, as insureds under its policies or shall furnish separate certificates and
endorsements for each subcontractor approved by City. All coverages for
subcontractors, if any, shall be subject to all of the requirements stated
herein unless otherwise approved in advance in writing by City's Risk
Manager.
6.0 INDEMNIFICATION.
6.1 Indemnification.
6.1.1.Indemnification. To the fullest extent permitted by law,
Contractor shall indemnify, protect, defend and hold harmless City and any
and all of its officials, employees and agents ("Indemnified Parties") from and
against any and all liability, claims, suits, actions arbitration proceedings,
administrative proceedings, regulatory proceedings, losses, expenses or
costs of any kind, whether actual, alleged or threatened, including, without
limitation, incidental and consequential damages, actual attorney fees
incurred by City, court costs, interest, defense costs including fees of
expert Contractors or expert witnesses incurred in connection therewith and
any other costs or expenses of any kind whatsoever incurred in relation to,
as a consequence of or arising out of or in any way attributable in whole or
in part to the performance of this agreement. All obligations under this
provision are to be paid by Contractor as the City incurs them.
6.1.2. Exception to Contractor's Obligation to Indemnify. Without
affecting the rights of City under any provision of this agreement or this
section, Contractor shall not be required to indemnify and hold harmless City
as set forth above for liability attributable to the sole fault of City, provided
such sole fault is determined by agreement between the parties or by the
findings of a court of competent jurisdiction. This exception will apply only
in instances where City is shown to have been solely at fault and not in
instances where Contractor is solely or partially at fault or in instances where
City's fault accounts for only a percentage of the liability involved. In those
instances, the obligation of Contractor will be all-inclusive and City will be
indemnified for all liability incurred, even though a percentage of the liability
is attributable to conduct of the City.
6.1.3. Contractor Acknowledgment. Contractor acknowledges that its
obligation pursuant to this section extends to liability attributable to City, if
that liability is less than the sole fault of City.
6.1.4.Indemnity Provisions for Subcontractors. Contractor agrees to
obtain executed indemnity agreements with provisions identical to those set
forth here in this section from each and every subcontractor, sub tier
contractor or any other person or entity involved by, for, with or on behalf of
Contractor in the performance of this Agreement. In the event Contractor
fails to obtain such indemnity obligations from others as required here,
Contractor agrees to be fully responsible according to the terms of this
section.
6.1.5. No Waiver; Survival. Failure of City to monitor compliance with
the requirements of this Section 6.1 imposes no additional obligations on
City and will in no way act as a waiver of any rights hereunder. Contractor's
obligation to indemnify and defend City as a set forth herein is binding on the
successors, assigns, or heirs of Contractor and shall survive the termination
of this Agreement or this section.
6.2. Remedies. In addition to any other remedies City may have if
Contractor fails to provide or maintain any insurance policies or policy
endorsements to the extent and within the time herein required, City may, at its
sole option:
a. Obtain such insurance and deduct and retain the amount of the
premiums for such insurance from any sums due under this
Agreement.
b. Order Contractor to stop work under this Agreement and/or
withhold any payment(s) which become due to Contractor
hereunder until Contractor demonstrates compliance with the
requirements hereof.
C. Terminate this Agreement.
Exercise of any of the above remedies, however, is an alternative to any
other remedies City may have. The above remedies are not the exclusive remedies
for Contractor's failure to maintain or secure appropriate policies or endorsements.
Nothing herein contained shall be construed as limiting in any way the extent to
which Contractor may be held responsible for payments of damages to persons or
property resulting from Contractor's or its subcontractors' performance of work
under this Agreement.
7.0 RECORDS AND REPORTS.
7.1. Reports. Contractor shall periodically prepare and submit to the
Contract Officer such reports concerning Contractor's performance of the services
required by this Agreement as the Contract Officer shall require.
7.2. Records. Contractor shall keep such books and records as shall be
necessary to perform the services required by this Agreement and enable the
Contract Officer to evaluate the cost and the performance of such services. Books
and records pertaining to costs shall be kept and prepared in accordance with
generally accepted accounting principles. The Contract Officer shall have full and
free access to such books and records at all reasonable times, including the right to
inspect, copy, audit, and make records and transcripts from such records.
7.3. Ownership of Documents. Originals of all drawings, specifications,
reports, records, documents and other materials, whether in hard copy or electronic
form, which are prepared by Contractor, its employees, subcontractors and agents
in the performance of this Agreement, shall be the property of City and shall be
delivered to City upon termination of this Agreement or upon the earlier request of
the Contract Officer, and Contractor shall have no claim for further employment or
additional compensation as a result of the exercise by City of its full rights of
ownership of the documents and materials hereunder. Contractor shall cause all
subcontractors to assign to City any documents or materials prepared by them, and
in the event Contractor fails to secure such assignment, Contractor shall indemnify
City for all damages suffered thereby.
In the event City or any person, firm or corporation authorized by City reuses
said documents and materials without written verification or adaptation by
Contractor for the specific purpose intended and causes to be made or makes any
changes or alterations in said documents and materials, City hereby releases,
discharges, and exonerates Contractor from liability resulting from said change.
The provisions of this clause shall survive the completion of this Contract and shall
thereafter remain in full force and effect.
7.4. Release of Documents. The drawings, specifications, reports, records,
documents and other materials prepared by Contractor in the performance of
services under this Agreement shall not be released publicly without the prior
written approval of the Contract Officer or as required by law. Contractor shall not
disclose to any other entity or person any information regarding the activities of
City, except as required by law or as authorized by City.
7.5. Confidentiality. Contractor covenants that all data, documents,
discussion, or other information, if any, developed or received by Contractor or
provided for performance of this Agreement are deemed confidential and shall not
be disclosed by Contractor to any person or entity without prior written
authorization by City. City shall grant such authorization if disclosure is required by
law. All City data shall be returned to City upon the termination of this Agreement.
Contractor's covenant under this section shall survive the termination of this
Agreement.
8.0 ENFORCEMENT OF AGREEMENT.
8.1. California Law. This Agreement shall be construed and interpreted
both as to validity and to performance of the parties in accordance with the laws of
the State of California. Legal actions concerning any dispute, claim or matter
arising out of or in relation to this Agreement shall be instituted in the Superior
Court of the County of Riverside, State of California, or any other appropriate court
in such county, and Contractor covenants and agrees to submit to the personal
jurisdiction of such court in the event of such action.
8.2. Disputes. In the event of any dispute arising under this Agreement,
the injured party shall notify the injuring party in writing of its contentions by
submitting a claim therefore. The injured party shall continue performing its
obligations hereunder so long as the injuring party commences to cure such default
within ten (10) days of service of such notice and completes the cure of such
default within forty-five (45) days after service of the notice, or such longer period
as may be permitted by the Contract Officer; provided that if the default is an
immediate danger to the health, safety and general welfare, City may take such
immediate action as City deems warranted. Compliance with the provisions of this
section shall be a condition precedent to termination of this Agreement for cause
and to any legal action, and such compliance shall not be a waiver of any party's
right to take legal action in the event that the dispute is not cured, provided that
nothing herein shall limit City's right to terminate this Agreement without cause
pursuant to Section 8.8.
8.3. Retention of Funds. City may withhold from any monies payable to
Contractor sufficient funds to compensate City for any losses, costs, liabilities, or
damages it reasonably believes were suffered by City due to the default of
Contractor in the performance of the services required by this Agreement.
8.4. Waiver. No delay or omission in the exercise of any right or remedy of
a non -defaulting party on any default shall impair such right or remedy or be
construed as a waiver. City's consent or approval of any act by Contractor
requiring City's consent or approval shall not be deemed to waive or render
unnecessary City's consent to or approval of any subsequent act of Contractor.
Any waiver by either party of any default must be in writing and shall not be a
waiver of any other default concerning the same or any other provision of this
Agreement.
8.5. Rights and Remedies are Cumulative. Except with respect to rights
and remedies expressly declared to be exclusive in this Agreement, the rights and
remedies of the parties are cumulative and the exercise by either party of one or
more of such rights or remedies shall not preclude the exercise by it, at the same or
different times, of any other rights or remedies for the same default or any other
default by the other party.
8.6. Legal Action. In addition to any other rights or remedies, either party
may take legal action, at law or at equity, to cure, correct or remedy any default,
to recover damages for any default, to compel specific performance of this
Agreement, to obtain injunctive relief, or to obtain any other remedy consistent
with the purposes of this Agreement.
8.7. Termination Prior to Expiration of Term. This section shall govern any
termination of this Agreement, except as specifically provided in the .following
Section 7.8 for termination for cause. City reserves the right to terminate this
Agreement at any time, with or without cause, upon thirty (30) days' written
notice to Contractor. Upon receipt of any notice of termination, Contractor shall
immediately cease all services hereunder except such as may be specifically
approved by the Contract Officer. Contractor shall be entitled to compensation for
all services rendered prior to receipt of the notice of termination and for any'
services authorized by the Contract Officer thereafter in accordance with the
Schedule of Compensation or such as may be approved by the Contract Officer,
except as provided in Section 8.3.
8.8. Termination for Default of Contractor. If termination is due to the
failure of Contractor to fulfill its obligations under this Agreement, City may, after
compliance with the provisions of Section 8.2, take over work and prosecute the
same to completion by contract or otherwise, and Contractor shall be liable to the
extent that the total cost for completion of the services required hereunder exceeds
the compensation herein stipulated (provided that City shall use reasonable efforts
to mitigate such damages), and City may withhold any payments to Contractor for
the purpose of setoff or partial payment of the amounts owed City as previously
stated in Section 8.3.
8.9. Attorneys' Fees. If either party commences an action against the
other party arising out of or in connection with this Agreement, the prevailing party
shall be entitled to recover reasonable attorneys' fees and costs of suit from the
losing party.
9.0 CITY OFFICERS AND EMPLOYEES; NONDISCRIMINATION.
9.1. Non -liability of City Officers and Employees. No officer or employee
of City shall be personally liable to Contractor, or any successor in interest, in the
event or any default or breach by City or for any amount which may become due to
Contractor or to its successor, or for breach of any obligation of the terms of this
Agreement.
9.2. Conflict of Interest. No officer or employee of City shall have any
personal interest, direct or indirect, in this Agreement nor shall any such officer or
employee participate in any decision relating to the Agreement which affects his or
her personal interest or the interest of any corporation, partnership or association in
which she or he is, directly or indirectly, interested, in violation of any State statute
or regulation. Contractor warrants that it has not paid or given and will not pay or
give any third party any money or general consideration for obtaining this
Agreement.
9.3. Covenant Against Discrimination. Contractor covenants that, by and
for itself, its heirs, executors, assigns, and all persons claiming under or through
them, that there shall be no discrimination against or segregation of, any person or
group of persons on account of race, color, creed, religion, sex, marital status,
national origin or ancestry in the performance of this Agreement. Contractor shall
take affirmative action to insure that applicants are employed and that employees
are treated during employment without regard to their race, color, creed, religion,
sex, marital status, national origin or ancestry.
10.0 MISCELLANEOUS PROVISIONS
10.1. Notice. Any notice, demand, request, consent, approval,
communication either party desires or is required to give the other party or any
other person shall be in writing and either served personally or sent by prepaid,
first-class mail to the address set forth below. Either party may change its address
by notifying the other party of the change of address in writing. Notice shall be
deemed communicated forty-eight (48) hours from the time of mailing if mailed as
provided in this section.
To City:
CITY OF LA QUINTA
Attn: Mark Weiss; Interim City
Manager
78-495 Calle Tampico
P.O. Box 1504
La Quinta, CA 92247-1504
To Contractor:
PECKHAM & McKENNEY
Attn: Bobbi C. Peckham, Partner
6700 Freeport Blvd., Suite 203
Sacramento, CA 95822
10.2. Integrated Agreement. This Agreement contains all of the agreements
of the parties and all previous understanding, negotiations and agreements are
integrated into and superseded by this Agreement.
10.3. Exhibits; Precedence. All documents referenced as exhibits in this
Agreement are hereby incorporated in this Agreement. In the event of any material
discrepancy between the express provisions of this Agreement and the provisions
of any document incorporated herein by reference, the provisions of this
Agreement shall prevail except as otherwise provided in Section 1.7.
10.4. Amendment. This Agreement may be amended at any time by the
mutual consent of the parties by an instrument in writing signed by both parties.
10.5. Severability. In the event that any one or more of the phrases,
sentences, clauses, paragraphs, or sections contained in this Agreement shall be
declared invalid or unenforceable by a valid judgment or decree of a court of
competent jurisdiction, such invalidity or unenforceability shall not affect any of the
remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement
which are hereby declared as severable and shall be interpreted to carry out the
intent of the parties hereunder.
10.6. Authority. The persons executing this Agreement on behalf of the
parties hereto warrant that they are duly authorized to execute this Agreement on
behalf of said parties and that by so executing this Agreement the parties hereto
are formally bound to the provisions of this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the
dates stated below.
CITY OF LA QUINTA, PECKHAM & McKENNEY,
a California municipal corporation CONTRACTOR:
By: y U 9 �.SZ—_ By: SIGNED M Qo1JNi'
MARK WEISS, Interim City Manager BOBBI C. PECKHAM, Partner
Dated: 1 - 2 4 - 12 Dated:
ATTEST -
VERONICA J.,PdONTECINO, CMC, City
Clerk, La Q nta, California
APPROVED AS TO FORM:
M. KATHERINE JENSON, City Attorney
C, y of La Q inta, C ifornia
__.
7RN-24-2012 15:59 FROM:PECKHRM & MCKENNEY (916) 391-2255 TO:17607777101 P.2
discrepancy between the express provisions of this Agreement and the provisions
of any document incorporated herein by reference, the provisions of this
Agreement shall prevail except as otherwise provided in Section 1.7.
10.4. Amendment. This Agreement may be amended at any time by the,
mutual consent of the parties by an instrument in writing signed by both parties.
10.5. Severability. In the event that any one or more of the phrases,
sentences, clauses, paragraphs, or sections contained in this Agreement shall be
declared invalid or unenforceable by a valid judgment or decree of a court of
competent jurisdiction, such invalidity or unenforceability shall not affect any of the
remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement•
which are hereby declared as severable and shall be interpreted to carry out the
intent of the parties hereunder.
10.6. Authority. The persons executing this Agreement on behalf of the
parties hereto warrant that they are duly authorized to execute this Agreement on
behalf of said parties and that by so executing this Agreement the parties hereto
are formally bound to the provisions of this Agreement.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the
dates stated below.
CITY OF LA QUINTA,
a California municipal corporation
By:
MARK WEISS, Interim City Manager
Dated:
ATTEST:
VERONICA J. MONTECINO, CMC, City
Clerk, La Quinta, California
APPROVED AS TO FORM:
M. KATHERINE JENSON, City Attorney
City of La Quinta, California
PECKHAM & McKENNEY,
CONTRACTOR:
BOBBI C. PECKHAM, Partner
Exhibit A
Scope of Services
Executive simultaneous recruitment searches for a City Manager and Finance
Director in accordance with the attached Proposal (Attachment 1) dated December
30, 2011, including the Supplemental Proposal dated January 10, 2012.
Exhibit B
Schedule of Compensation
Payment shall be made as follows
Professional fees for both City Manager and Finance Director recruitments are not
to exceed $29,500 collectively.
In addition, expenses in an amount not to exceed $9,500 will be pre -approved and
will be billed back at cost as they are incurred, in conformance with Section 2.2 of
the Agreement. Expenses include out-of-pocket costs associated with travel,
clerical, advertising, telephone, printing/copying, supplies/postage, and background
checks.
Total compensation for all work performed under the Agreement shall not exceed
Thirty-nine Thousand and No/100 Dollars ($39,000.00) except as specified in
Section 1.6 - Additional Services of the Agreement.
Method for payment shall be as follows: The Consultant shall present to the City
four (4) invoices for services made up of the following amounts and submitted as
outlined below:
(1) Invoice 1 in the amount of $9,833.00 shall be submitted upon execution of this
Agreement;
(2) Invoice 2 in the amount of $9,833.00 shall be submitted following completion
of Stage III - Preliminary Interviews/Recommendation of the recruitment process,
as outlined in Exhibit C, Schedule of Performance;
(3) Invoice 3 in the amount of $4,917.00 shall be submitted at the end of the City
Manager recruitment process, after the City Manager has signed a contract of
employment; and
(4) Invoice 4 in the amount of $4,917.00 shall be submitted at the end of the
Finance Director recruitment process, after the Finance Director has signed a
contract of employment.
The total of the four invoices shall not exceed $29,500. The payment of this
compensation is subject to Consultant's guarantee, as set forth in Exhibit D -
Special Requirements.
Exhibit C
Schedule of Performance
Contractor shall complete all services within this agreement (*except as noted
below) by June 30, 2012, in accordance with the following schedule:
ACTIVITY
TIME FRAME
Project Organization (2 weeks)
• Kick-off meeting to discuss Candidate Profile and formalize project schedule
• Finalize Candidate Profile with City and identify "fit" required
• Develop advertising and recruiting plan
• Prepare marketing brochure
II. Recruitment (6 weeks)
• Advertise, network, and electronically post in appropriate venues
• Send marketing brochure to 300-400 industry professionals
• Post opportunity on firm's web site as well as City's site
Search for/identify/recruit individuals within the parameters of the Profile
• Respond to all inquiries and acknowledge all resumes received
III. Preliminary Interviews/Recommendation (3 weeks)
• Review candidates' resumes and supplemental questionnaires
• Conduct preliminary interviews with leading candidates
• Conduct first -tier reference checks
• Present written recommendation of finalists to Mayor and City Council
• Notify all candidates of search status
IV. Final Interviews/Selection (2 weeks)
• Schedule finalist candidate interviews
• Design process and facilitate finalist interviews with City
• Assist City throughout process and provide recommendations
• Mayor and City Council selects candidate or leading 2-3 candidates for further
consideration
V. Qualification (1 week)
• Conduct background checks and second "tier" references
• City conducts site visit to community of selected candidate
• Negotiation assistance
• Exceed expectations and successfully place candidate who "fits."
*Items IV and V above shall be completed for the Finance Director recruitment approximately 4
weeks after the hiring of the City Manager to provide an opportunity for the newly hired City
Manager to participate in the selection of the Finance Director.
Exhibit D
Special Requirements
In the event that a candidate recruited and recommended by our firm leaves the
City's employment for any reason within the first two (2) years (except in the
event of budgetary cutbacks or position elimination), Contractor agrees to provide a
one-time replacement at no additional charge, except expenses.
2479/015610-0002 _
999772.01 e0123/12 -�
ATTACHMENT 1
MCKENNEY
EXECUTIVE SEARCH AND CONSUJI.VO
January 10, 2012
Ms. Terry Deeringer
Human Resources/General Services Manager
City of La Quinta
78-495 Caile Tampico
La Quinta, CA 92253
Dear Terry:
Thank you so much for your time on the phone yesterday to discuss the unfortunate situation In which the
organization finds itself and the need for additional recruitment assistance. I would be honored to serve as
the City's Recruiter in representing the City Manager and Finance Director positions to potential candidates.
First, I would recommend that the two recruitments begin simultaneously. This will allow a variety of
economies in the cost and associated expenses incurred in the early stages of the recruitment processes.
These early recruitment steps include meetings to develop the candidate profiles, ads and brochures. The
City Manager recruitment should proceed according to the timeline we suggested in our original proposal. I
would recommend that the remainder of the Finance Director recruitment process be scheduled
approximately one month behind the City Manager process. Although the newly appointed City Manager
may not be on board yet, he/she will have an opportunity to participate in the selection of the Finance
Director.
Our previous proposal for the City Manager recruitment stated a professional services fee of $16,500 with
expenses up to $6,500. To conduct the recruitment of the Finance Director as well, we propose a combined
professional services fee of $29,500 with expenses not to exceed $9,500. Should the City choose to delay
the Finance Director search until the new City Manager is on board for a period of time, the professional
services fee for that search alone would be $15,000.
We are currently conducting a similar recruitment for a Chief Financial Officer/Assistant County Manager for
Douglas County, NV. The County had previously conducted this search twice and was disappointed with the
results. Our firm conducted the search with extensive outreach efforts in the recruitment process, and the
County Is very pleased to interview five top finalists later this week. In addition, we recently placed Finance
Directors with the cities of Alhambra and San Mateo; the Superior Court of California, County of San Mateo;
and the City of Aurora, CO. Previous Finance Director placements were made with the cities of Atherton,
Hayward, Rancho Cordova, Santa Clarita, and Seaside; and Durango, Winter Park, and Steamboat Springs,
CO. A full listing of Finance Director searches conducted is attached.
Please let me know if you have any questions or need additional information. I would be pleased to attend
the meeting on January 17 to discuss these critical recruitments.
Sincerely,
Bobbi C. Peckham
Finance Director (and Simi/arl Searches Conducted by Bobbi Peckham and/or Phil Mdlenne
Alameda County, CA
Finance Director
Alhambra, City of
Finance Director
American Canyon, City of
Finance Director
Antioch, City of
Finance Director
Arvada, CO, City of
Director of Finance
Atherton, City of
Finance Director
Aurora, CO, City of
Finance Director
Azusa, City of
Director of Finance
Brisbane, City of
Finance Director
Burbank, City of
Finance Director
Claremont, City of
Finance Director
Contra Costa Water District
Finance Director
Dublin, City of
Administrative Services Director
Durango, CO, City of
Finance Director
East Bay Regional Park District
Controller
Emeryville, City of
Finance Director
Fairfield, City of
Director of Finance
Goodwill Industries of San Joaquin Valley
Finance Director/Controller
Gonzales, City of
Finance Director
Hayward, City of
Finance Director
La Quinta, City of
Finance Director
Long Beach, City of
City Treasurer
Marin Municipal Water District
Auditor/Controller
Menlo Park, City of
Financial Services Manager
Milpitas, City of
Finance Director
Modesto, City of
Director of Finance
Monterey, City of -
Finance Director
Morgan Hill, City of
Finance Director
Needles, City of
Finance Director
Oakland, City of
Budget Director
Orange County Fire Authority
Assistant Chief, Business Services
Orange County Fire Authority
Financial Services Manager
Orange County Fire Authority
Treasurer (2000 and 2004)
Oxnard, City of
Finance Director
Pasadena, City of
Controller
Pasadena, City of
Accounting Manager
Porterville, City of
Administrative Services Manager
Rancho Cordova, City of
Assistant Finance Director
Reno, NV, City of
Finance Director
San Diego County Water Authority
Investment Analyst
San Mateo, City of
Finance Director
Santa Clarita, City of
Finance Manager
Santa Cruz, City of
Finance Director
Seaside, City of
Financial Services Manager
Steamboat Springs, CO, City of
Finance Director
Superior Court of Calif./Co. of San Mateo
Finance Director
Union City, City of _
Finance Director
Ventura, City of
Treasury Manager
Visalia, City of
Finance Director
Washington County, OR
Finance Director
Western Municipal Water District
Finance Director
Winter Park, CO, City of
Finance Director
Yorba Linda, City of
Finance Director
MCKENNEY
EXECUTIVE SEARCH AND CONSULTING
Executive Search Services
City Manager
City of La Quinta
December 2011
"All About People"
"All About Fit"
6700 Freeport Boulevard, Suite 201 1-866-912-1919
Sacramento, CA 95822 ww'w.peckhammidmekcnney.com
(9I6) 391-2233
Fax (916) 391-2255
I
►VICKENNEY
December 30, 2011 EXECUTIVE SEARCH AND CONSULTING
Mayor Don Adolph
and Members of the City Council
City of La Quinta
78-495 Calle Tampico
La Quinta, CA 92253
Dear Mayor Adolph and Council Members:
First, we express our condolences in the unfortunate passing of Tom Genovese. Having assisted
Tom years ago in the recruitment process that lead to the placement of John Falconer, I was
personally very impressed with his integrity and commitment to local government. This is a great
loss to the organization and to the community.
We would be honored to assist the City Council in this important recruitment process. our firm
provides executive search services to local government agencies throughout the Western United
States and is headquartered in Sacramento. The firm was established as a partnership in 2004,
and we have over 35 years of experience in local government and executive search. We have
conducted hundreds of searches over the years and have extensive experience conducting City
Manager recruitments, in particular.
You will notice that we have significant experience working with affluent communities similar to La
Quinta. Not only have we recently completed a successful City Administrator search for the City
of Carmel -by -the -Sea, but we also just completed the Town of Woodside, Town Manager search.
In addition, we have placed City Managers with the cities of Big Bear Lake, Del Mar, Palo Verdes
Estates, Mill Valley, Moraga, St. Helena, and a Community Manager for The Sea Ranch
Association. We also have significant experience working with resort and tourism -related
communities including Park City, UT; Vail, Steamboat Springs, Snowmass Village, CO; and
Jackson, WY, among many others.
I Through many of these recruitments, we have established an extensive database of industry
contacts. We are also active in the Cal-ICMA Preparing the Next Generation Committee, Municipal
Management Associations of Northern and Southern California (MMANC and MMASC), and Women
Leading Government. These contacts will be extremely beneficial in the recruitment of La
i_ Quinta's City Manager. Having over 24 years' experience conducting City Manager executive
searches throughout California, I would serve as your Recruiter. I look forward to meeting the
j Council personally to confirm the best "fit" as your representative of this opportunity to
outstanding candidates.
j Sincerely,
C G'f
Bobbi C. Peckham, Partner
"All About People" "All About Fit"
6700 Freeport Boulevard. Suite 203 1-b'G6-)I2-7911 (9I6) 39I-2233
Sacramento. CA 95822 www.peckharnandmckenney.com Fax (916) 391-2255
TABLE OF CONTENTS
INTRODUCTION 1
Peckham & McKenney
Executive Recruitment Team
THE SEARCH PROCESS 4
PROJECT SCHEDULE 6
PROFESSIONAL FEES AND EXPENSES 7
PLACEMENT GUARANTEE AND ETHICS 8
CLIENT REFERENCES 9
FULL LIST OF EXECUTIVE SEARCHES CONDUCTED 10
All conducted by either Bobbi Peckham or Phil McKenney
INTRODUCTION
Peckham & McKenney provides Executive Search and Consulting services to local government
agencies throughout the Western United States and is headquartered in Sacramento, CA. The
firm was established as a partnership in June 2004 by Bobbi Peckham and Phil McKenney, who
serve as the firm's Recruiters. We are supported by an Office Manager, marketing and design
professional, research specialist, web technician, and distribution staff.
Peckham & McKenney was established on the premise that an executive search and consulting
firm must be dedicated to providing its clients and candidates with professional service, as well as
a personal, hands-on approach. Our business philosophy centers upon the understanding that
this is a "people" related industry and that attention to others' needs is the key to providing
effective customer service. Not only are we committed to providing our clients with well -qualified
candidates, but we also take pride in treating both our clients and candidates with utmost respect.
This commitment has lead to multi -year retainer agreements with a number of agencies, as well
as numerous client and candidate testimonials to their experiences with us. We invite you to visit
our web site at www PeckhamAndMcKenney.com.
At Peckham & McKenney, we are committed to local government and sensitive to the challenges
and issues faced by our clients. As such, we participate in the Cal-ICMA Preparing the Next
Generation Committee and also serve as the Administrator for the Credentialed Government
Leader program for the Municipal Management Associations of Northern & Southern California. In
addition, we have provided workshops and training sessions in California and Colorado to up-and-
comers on resume and interview preparation and general career guidance.
Bobbi C. Peckham
Possessing 29 years of proven experience in local government and executive search and having
conducted hundreds of similar recruitments, Bobbi Peckham will personally serve as the City's
Recruiter on this important search. Current searches being conducted by Ms. Peckham include:
Chief Administrative Officer, City of Bell (begins 01112)
General Counsel, Midpeninsula Regional Open Space District (complete in 01112)
City Manager, City of Palmdale (complete in 01112)
Chief People officer, City of Palo Alto (complete in 01112)
City Clerk, City of Walnut Creek (complete in 03112)
Planning Manager, City of Walnut Creek (complete in 03112)
City Manager, and similar, recruitments conducted within the past two years include:
City of Amencan Canyon, CA
City of Belmont, CA
City of Benicia, CA
City of Buellton, CA
City of Carmel -by -the -Sea, CA
City of Corvallis, OR
City of Del Mar, C,4
City of Encinitas, CA
City of Exeter, CA
City of Fremont, CA — Assistant City Manager
City of Hayward, CA — City Manager and Assistant City Manager
City of Hughson, CA
City of Mill Valley, CA
Town ofMoraga, CA
City of Novato, CA
City of Palo Alto, CA -Assistant City Manager
City of Palos Verdes Estates, CA
City of Rohnert Park, CA
The Sea Ranch Association, CA
City orSedona, AZ
City of St. Helena, CA
City of Tulare, CA
City of Waterford, CA
Town of Woodside, CA
Yolo County, CA — County Administrator
Through these many recruitments as well as years of active involvement in the Cal-ICMA
Preparing the Next Generation Committee, Municipal Management Associations of Northern and
Southern California (MMANC and MMASQ, and Women Leading Government, Ms. Peckham has
personally developed a strong database and network of contacts that is active, current, and
extremely beneficial in the recruitment of La Quinta's City Manager.
Ms. Peckham began her career in the public sector in Naperville, Illinois, where she became
familiar with all aspects of local government. Ms. Peckham was then recruited to join the
Executive Search practice of a leading California recruitment firm. Later, she played an integral
role in creating a national search business for what became the largest recruitment practice
serving local government in the country. Here, she became Regional Director overseeing
Northern California and a nine -state region. In 2001, Ms. Peckham was invited to implement a
public sector search practice for a Sacramento -based, private sector firm. With its significant
success and her outstanding track record on local government placements, she chose to form
her own search firm in partnership with Phil McKenney in 2004. Ms. Peckham has personally
conducted hundreds of national searches throughout the Western United States. She has
extensive experience working with City Councils, Executive Boards, and local government
administrators, listening to and understanding their needs in executive level placements.
Ms. Peckham received a Bachelor of Science degree in Organizational Behavior from the
University of San Francisco. She is a contributing member of the International City/County
Management Association, Cal-ICMA, Women Leading Government, Municipal Management
Association of Southern California, and Municipal Management Association of Northern
-2-
California. Ih addition to serving on Cal-ICMA's Preparing the Next Generation Committee, Ms.
Peckham was instrumental in writing the ICMA's Job Hunting Handbook for Local Government
Professionals. She currently serves on the Planning Committee for the Annual Women';
Leadership Summit, managing all aspects of the events treasured Executive Roundtable
Discussions. These roles not only enhance her presence in local government but speak to her
strong reputation of integrity within the industry.
Phil McKennev
Phil McKenney has over 30 years' management experience and is very familiar with local
government agencies, having led a county organization and having worked with numerous city
governments and special districts. Mr. McKenney began his career in the resort and hospitality
industry and served as General Manager for Mattakesett Properties on the island of Martha's
Vineyard. He then relocated to Keystone Resort in Colorado, which is now acknowledged as a
premiere all -season resort with special recognition for its level of guest services. Mr. McKenney
later took over the helm of the Summit County Chamber of Commerce as their Executive
Director. This hybrid -Chamber was the only countywide organization responsible for marketing
all of Summit County, Colorado, home to Breckenridge, Keystone, and Copper Mountain resorts.
Through his leadership and collaborative style, and working with the cities and county within
Summit County, he led the Chamber to being a readily recognized and well -respected
organization within Colorado and the Western United States.
Mr. McKenney was then selected by Placer County, California to lead the merger of the North Lake
Tahoe Chamber of Commerce and the North Tahoe Visitors and Convention Bureau into the North
Lake Tahoe Resort Association. As Executive Director of this new county organization, he
represented the Tourism industry for all of North Lake Tahoe. The Resort Association is now a
proactive, nationally recognized organization whose model of governance is being replicated in
numerous resort communities across the western United States. Mr. McKenney joined Ms.
Peckham in executive recruitment in January 2003 and has since conducted many national
recruitments throughout the Western states, including Colorado, Arizona, Oregon, and California.
Mr. McKenney has an undergraduate degree in Recreation from Slippery Rock State College as
well as a Master of Business Administration from the University of Denver.
Joyce Johnson
Joyce Johnson joined Peckham & McKenney in 2005 and serves as the firm's Office Manager.
Ms. Johnson is complimented regularly on her strong customer orientation working with both.
clients and candidates alike. She oversees internal administration of the firm as well as
directing contract administrative support in the areas of advertising and design, web posting,
and duplication and mailing services. ' Prior to joining Peckham & McKenney, Ms. Johnson
oversaw internal administration in the Western Region headquarters of two national
management consulting and executive recruitment firms. She has a total of 28 years'
experience in the field of administrative and executive support for all aspects of the executive
recruitment process. Ms. Johnson holds an Associate of Arts degree from American River
College.
-3-
THE SEARCH PROCESS
While it is our intent to customize the search and project schedule to fit the City's specific needs,
the search process typically includes the following key actions:
Proiect Organization —This phase provides for the development of a detailed Candidate Profile.
We will meet individually with the Mayor and members of the City Council, as well as others you
identify, to discuss the issues and challenges facing the City of La Quinta. The desired
background and experience, leadership style and personality traits, skills and abilities will be
discussed. We will also discuss expected parameters of the search, the search timeline, and
schedule future meeting dates with the Mayor and City Council.
Typically, we devote significant time to this phase of the recruitment in order to become fully
knowledgeable of the organization, community, and desired profile of your next City Manager.
We encourage our clients to allow us to meet with staff, the executive management team,
Commission members, labor representatives, community business leaders, residents, and others.
These may be one-on-one meetings, small group discussions, or larger public forums, depending
upon the appropriate style and venue desired by the City. Electronic survey tools may also be
utilized to provide input opportunities to the community on a broader scale. We have significant
experience in a variety of methods for gaining input on the candidate profile, and we will provide
advice and recommendations to the Mayor and City Council. In addition, we ask for a tour of the
community in order to more fully understand current and future projects as well as gain a
stronger familiarity with the community.
Recruitment — Advertisements will be placed in the appropriate industry publications and
websites, and our firm will assume responsibility for presenting your opportunity in an accurate
and professional manner. Full information on the position will be posted on our frm's web site as
well as the site of the City. In addition, an attractive brochure will be prepared to market the
organization and position to potential candidates. This brochure will be mailed to 300-400
industry professionals, and it will also be available on our firm's web site. Copies of the brochure
will also be made available to the Mayor and City Council.
The main focus of our outreach, however, will be direct phone contact with quality potential
candidates. With nearly 30 years of executive search experience, we have developed an
extensive candidate database that is continuously utilized and updated, Our recruiting efforts will
focus on direct and aggressive recruiting of individuals within the search parameters established
during the Project Organization phase. We believe direct recruiting produces the most qualified
candidates. We know how to identify the "hidden candidates, including those passive candidates
who may be resistant to considering an employment change. Throughout this active search
process, we will regularly notify the Interim City Manager and City Council of the status and share
questions, concerns, and comments received from potential candidates as they consider the
opportunity. By doing so, we will "team" with the City Council to ensure that all issues and
concerns of candidates are discussed and understood thereby eliminating "surprises" once the
resume filing deadline has occurred.
m
As resumes are received, they will be promptly acknowledged, and we will personally respond to
all inquiries. Once the resume filing deadline has passed, the Interim City Manager and City
Council will be once again updated on the status of the recruitment, the number of resumes
received, and our intent for preliminary interviews.
PreliminariInterviews/Recommendation — As resumes are received, supplemental
questionnaires will be sent to candidates who appear to meet the candidate profile. Following the
resume filing deadline and a thorough review of the resumes and questionnaires received, we will
conduct preliminary interviews with those individuals most closely matching the candidate profile.
Preliminary reference checks will be conducted and a written recommendation of finalists will be
personally presented at an on -site, one- to two-hour meeting with the Mayor and City Council.
The City will receive a full listing of all candidates who applied for the position, as well as the
cover letters, resumes, and supplemental questionnaires of the recommended group of candidates
for further consideration.
Once a group of finalists has been selected as finalists by the Council, all candidates will be
notified of their status. We will prepare a finalist interview schedule and notify finalist candidates
accordingly. If necessary, finalists will make their own travel plans and reservations. It is
customary that the City reimburse finalists for roundtrip airfare, car rental, and lodging necessary
to attend the interviews with the City Council. We will confirm this with the City at our meeting to
recommend finalists.
Final Interviews/Selection — During this phase, finalists will be interviewed by the City. We
will provide on -site advice and facilitation assistance during the final interview process. Interview
materials, including suggested interview questions, evaluation and ranking sheets will be provided
for the City's convenience.
An orientation session will be held with the Council prior to the finalist interviews, and we will
work with the City Council through a ranking process and discussion of the finalists at the end of
the day. We will assist the City in coming to consensus on the leading two to three finalists for
further consideration, and we will provide recommendations on next steps, including additional
meetings or social engagement with each finalist to learn more of the "fit" they may bring. In the
past, our clients have chosen to conduct subsequent interviews, roundtable discussions, meals, or
receptions with these finalists; we will provide the Mayor and City Council with recommendations
and options.
Qualification — Once the final candidate has been selected, our firm will verify, at your
discretion, professional work experience, educational histories, criminal, civil, credit, motor
vehicle records, and second "tier" references. This comprehensive process ensures that only
the most thoroughly screened candidate is hired. In addition, negotiation assistance will be
provided as requested by the City. Our ultimate goal is to exceed your expectations and
successfully place a candidate who "fits" your organization's and community's needs now and
into the future.
- 5 -
PLACEMENT GUARANTEE AND ETHICS
Our placement record is particularly strong in that 94% of the candidates we have placed within
the past six years continue in those positions today. In the unlikely event, however, that a
candidate recruited and recommended by our firm leaves your employment for any reason
within the first two years (except in the event of budgetary cutbacks or position elimination),
we agree to provide a one-time replacement at no additional charge, except expenses.
Time and again, we receive unsolicited comments from clients and candidates relating to our
integrity and high ethics.
• First, we believe in honesty. No client should ever appoint an individual without being fully
knowledgeable of the candidate's complete background and history. Conversely, no
candidate should ever enter into a new career opportunity without full disclosure of any
organizational "issues."
• We strive to keep everyone involved in a recruitment process informed of the status. Not
only do we provide regular updates to our clients, but we also have a reputation for keeping
our candidates posted, even to the extent of informing them as to who was eventually
selected.
• As recruitment professionals, we do not recruit our placements -- ever. Should a
placement of ours have an interest in a position for which we are recruiting, they may
choose to apply. However, if they become a finalist, we ask that they speak to their
supervisor (Council member or Manager) to alert them of their intent.
• We do not recruit staff from our clients for another recruitment during an active
engagement. Nor do we "parallel process" a candidate, thereby pitting one client against
another for the same candidate.
• We are retained only by client agencies and not by our candidates. While we have a
reputation for being actively involved in the profession and providing training, workshops,
and general advice to candidates, we represent only our clients. In addition, we always
represent and speak of our client in a positive manner; during the recruitment engagement
as well as years after.
• We do not misrepresent our client list. Only those searches that we personally conducted
appear on our list; rather than those conducted by other Recruiters while with other
executive search firms.
CLIENT REFERENCES
Please feel free to contact any of the following current and recent clients to inquire about their
experience with Bobbi Peckham and Phil McKenney. In addition, we would be pleased to furnish
the client contact and phone numbers for any past clients of Ms. Peckham or Mr. McKenney listed
in the Attachment.
Sue McCloud, Mayor or Heidi Burch, City
(831) 624-7310; Cloud93921 aol.com
City of Del Mar CA (pop 4 500) — City Manager (200D
Karen Brust, former City Manager
(949) 493-1171; kbrustCdsanivancapistrano.org
City of encmaas ILA IROD 08 UVUI - V�
Teresa Barth, Council member; or Richard Phillips, Assistant City Manager
(760) 633-2610; rohillioCitcitvofencinitas orq
city of Mill Valley LA IDOD 13 UUUI - MIT 1-101101" uwv•
Stephanie Moulton -Peters, Council member and former Mayor; or Jim McCann, City Manager
(415) 302-6032; sr o tcnpeters(�comcast net
Town of Moraga CA (pop 16,000) — Town Manager (2010)
Karen Mendonca, Mayor; or Jill Kelmach, Town Manager
(925) 888-7020; kmendonca@moraga.ca.us or ikeimach(d)moraga ca.us
Town of Woodside CA (pop 5,700) — Town Manager (recently completed)
Ron Romines, Mayor; or Susan George, Town Manager
(650) 851-6790; scleorge2woodsidetown.ora
RECENT CLIENTS AND EXECUTIVE SEARCHES
Bobbi Peckham and Phil McKenney are proud members of ICMA and adhere to the ICMA Code of Ethics.
All recruitments listed herein were personally conducted by either Bobbi Peckham or Phil McKenney.
City/County Manaaer, Executive Director, and Related
Alameda County Waste Mgt, Authority
Executive Director
American Canyon, City of
City Manager
American Water Works Assoc., CA/NV Section
Executive Director
Arvada, CO, City of
Deputy City Manager
Ashland, OR, City of
City Administrator (2002 and 2005)
Atherton, City of
Assistant City Manager
Baldwin Park, City of
Chief Executive Officer
Bell, City of
Chief Administrative Officer
Benicia, City of
City Manager
Big Bear Lake, City of
City Manager (1995, 2001 and 2006)
Big Bear Lake, City of
General Manager, Dept. of Water & Power
Big Bear Lake, City of
Asst. General Mgr., Dept. of Water & Power
Buellton, City of
City Manager
California Water Pollution Control Association
Association Manager
Calistoga, City of
City Manager
Campbell, City of
City Manager
Carlsbad, City of
Assistant City Manager
Carmel -by -the -Sea, City of
City Administrator
Corvallis, OR, City of
City Manager
Del Mar, City of
City Manager
Delano, City of
City Manager
Douglas County, CO
Deputy County Manager
Durango, CO, City of
City Manager
East Palo Alto, City of
City Manager
Encinitas, City of
City Manager
Exeter, City of
City Administrator
Foothills Park & Recreation District, Littleton, CO
Executive Director
Fort Lupton, CO, City of
City Administrator
Fremont, City of
Assistant City Manager
Gillette, WY, City of
City Administrator
Gilroy,City of
City Administrator
Gilroy, City of
Assistant City Administrator
Glendora, City of
City Manager
Grand Junction, CO, City of
City Manager (2001 and 2006)
Greeley, CO, City of
City Manager
Hayward, City of
City Manager
Hayward, City of
Assistant City Manager
Hesperia, City of
City Manager
Hughson, City of
City Manager
Indio, City of
City Manager
King City, City of
City Manager
La Plata County, CO
County Manager
-10-
Laramie, WY, City of
City Manager
Mammoth Lakes, Town of
Town Manager
Manitou Springs Chamber of Commerce,
Chief Operating Officer
Visitors Bureau & Office of Economic Development, CO
Martinez, City of
City Manager
Midpeninsula Regional Open Space District
General Manager
Midpeninsula Regional Open Space District
Assistant General Manager
Mill Valley, City of
City Manager
Milpitas, City of
City Manager
Monte Vista Water District
General Manager
Moraga, Town of
Town Manager
Mountain House Community Svcs. District, CA
General Manager
Mountain Village, CO, Town of
Town Manager
Norco, City of
City Manager
North Lake Tahoe Public Utility District
General Manager (2004 and 2007)
North Lake Tahoe Resort Association
Executive Director
Novato, City of
City Manager
Orange County Fire Authority
Assistant Chief, Business Services
Palmdale, City of
City Manager
Palo Alto, City of
Assistant City Manager
Palos Verdes Estates, City of
City Manager
Park City Municipal Corporation, UT
City Manager
Pleasant Hill, City of
City Manager
Porterville, City of
Deputy City Manager
Public Agency Risk Sharing Authority of CA
General Manager
Redding, City of
City Manager
Redlands, City of
City Manager
Redwood City, City of
City Manager
Rohnert Park, City of
City Manager
Sacramento, CA, Crocker Art Museum
Executive Director
San Jacinto, City of
City Manager
San Jose, City of
Executive Director, Historical Museum
San Mateo, County of
County Manager
San Rafael, City of
Assistant City Manager
Santa Clara Co. Open Space Authority
General Manager
Sea Ranch Association, CA
Community Manager
Sedona, AZ, City of
City Manager
Solvang, City of
City Manager
Snowmass Village, CO, Town of
Town Manager
Springfield, OR, City of
Assistant City Manager
St. Helena, City of
City Manager
Steamboat Springs, CO, City of
City Manager
Steamboat Springs Chamber Resort Assoc., CO
Executive Vice President
Teton County, WY
County Administrator
Tracy, City of
City Manager
Tracy, City of
Assistant City Manager
Truckee, Town of
Town Manager
Tulare, City of
City Manager (2005 and 2011)
Tulare Co. Economic Development Corporation
President
-11-
Vail, CO, Town of
Washington County, OR
Waterford, City of
Windsor, CO, Town of
Winter Park, CO, Town of
Winters, City of
Woodside, Town of
Yakima Regional Clean Air Authority, WA
Yolo, County of
Yuba, County of
City Attorney/Legal Counsel
Antioch, City of
Archuleta County, CO
Ashland, OR, City of
Burlingame, City of
Eureka, City of
Garfield County, CO
Hayward, City of
Midpeninsula Regional Open Space District, CA
Mountain Village, CO, Town of
Pleasanton, City of
Redding, City of
Richmond, City of
San Bruno, City of
Alhambra, City of
Ashland, OR, City of
Baldwin Park, City of
Belmont, City of
Beverly Hills, City of
Brookings Economic Development Agency, SD
Corte Madera, Town of
Delano, City of
Delano, City of
Eastern Municipal Water District
Fremont, City of
Fremont, City of
Grand Junction, CO, City of
Hayward, City of
Hayward, City of
Hesperia, City of
Jefferson County, CO
Laguna Niguel, City of
Livermore, City of
Martinez, City of
Mountain Village, CO, Town of
Murrieta, City of
12-
Town Manager
Director of Health & Human Services
City Administrator
Town Manager
Town Manager
City Manager
Town Manager
Executive Director/Air Pollution Conti Officer
County Administrator
County Administrative Officer
City Attorney
County Attorney
City Attorney
City Attorney
City Attorney
County Attorney
City Attorney
General Counsel
Town Attorney
City Attorney
Assistant City Attorney
City Attorney
City Attorney
Director of Development Services
Community Development Director
Community Development Director
Community Development Director
Community Development Director
Executive Director
Environmental Services Director
Community Development Director
Economic Development Manager
Director, Development & Customer Services
Deputy Director of Community Development
Deputy Rdvlpmnt Agency Director, Housing
Community Development Director
Community Development Director
Economic Development Manager
Redevelopment Director
Planning & Development Director
Director of Community Development
Economic Development Director
Community Development Director
Dir. Of Community Development & Housing
Development Services Director
Needles, City of
North Tahoe Public Utility District, CA
Novato, City of
Novato, City of
Oceanside, City of
Pasadena, City of
Reno, NV, City of
San Bernardino, City of
San Bruno, City of
San Clemente, City of
San Mateo, City of
San Mateo, City of
San Pablo, City of
San Pablo, City of
San Rafael, City of
County of Santa Clara, San Jose, CA
Seaside, City of
Seaside, City of
Teton County, CO
Vail, CO, Town of
Walnut Creek, City of
Walnut Creek, City of
Washington County, OR
Winters, City of
Library Director and Related
Boulder, CO, City of
Hayward, City of
Huntington Beach, City of
Mountain View, City of
Oceanside, City of
Orange, City of
Palo Alto, City of
Pleasanton, City of
Sacramento Public Library
Torrance, City of
Parks & Recreation
Foothills Park & Rec, District, CO
Los Altos, City of
North Clackamas County, OR
Novato, City of
Pacifica, City of
Palo Alto, City of
Pleasanton, City of
Pleasanton, City of
Reno, NV, City of
Rialto, City of
Roseville, City of
-13-
City Planner
Planning & Engineering Manager
Community Development Director
Planning Manager
Economic Development Director
Director of Planning & Permitting
Redevelopment Administrator
Business Development Manager
Community Development Director
Econo. Development & Housing Director
Planning Manager
Building Official
Development Services Director
Planning Manager
Community Development Director
Director, Dept, of Planning & Development
Sr. Planning Services Manager
Redevelopment Services Manager
Planning & Development Director
Director of Community Development
Economic Development Manager
Planning Manager
Land Development Services Manager
Community Development Director
Library Director
Library Director
Library Director
Library Director
Library Director
City Librarian
Library Director
Library Services Director
Library Director
Cultural Arts Administrator
Executive Director
Recreation Director
Parks & Recreation Director
Depty Director, Parks Rec. & Comm. Svcs.
Dir. Of Parks, Beaches & Recreation
Community Services Director
Community Services Manager
Director of Parks & Community Svcs.
Director of Parks & Recreation
Parks & Community Services Director
Parks, Rec. & Libraries Director
San Clemente, City of
Dir. Of Beaches, Parks & Recreation
Tracy, City of
Parks & Community Services Director
Vacaville, City of
Director of Community Services
West Sacramento, City of
Parks & Community Services Director
Public Works/Engineering and Related
Ashland, OR, City of
Public Works Director
Belmont, City of
Public Works Director
Belmont, City of
Senior Civil Engineer
Benicia, City of
Land Use & Engineering Manager
Big Bear Lake, City of
City Engineer
Campbell, City of
City Engineer
Campbell, City of
Associate Civil Engineer
Carlsbad, City of
Deputy Public Works Director
Chino Basin Municipal Water District, CA
Manager of Planning & Engineering
Delta Diablo Sanitary District, CA
Senior Engineer
Fremont, City of
Manager of Maintenance Operations
Gilroy, City of
Building Field Services Manager
Greeley, CO, City of
Public Works Director
Greenfield, City of
Public Works Director
Hayward, City of
Director of Public Works
Jefferson County, Golden, CO
Airport Manager
Louisville, CO, City of
Public Works Director
Marin Municipal Water District, CA
Environmental Resources Division Manager
North Tahoe Public Utility District, CA
Planning & Engineering Manager
Oceanside, City of
Community Services Director
Orange County Fire Authority, CA
Fleet Manager
Orange County Fire Authority, CA
Property Manager
Port San Luis Harbor District, CA
Facilities Manager
Reno, NV, City of
Fleet Manager
Sacramento County, CA
Associate Civil Engineer
San Jose, City of
General Services Director
San Luis Obispo, City of
Public Works Director
Santa Paula, City of
Public Works Director
Steamboat Springs, CO, City of
Public Works Director
Yorba Linda, City of
Field Services Supervisor
Human Resources/Personnel
AC Transit District
Human Resources Manager
Azusa, City of
Human Resources Director
Belmont, City of
Human Resources Director
Belmont, City of
Personnel Analyst
Brookings, SD, City of
Director of Human Resources
Contra Costa Water District, CA
Human Resources Manager
Delta Diablo Sanitation District, CA
Personnel Officer
Douglas County, CO
Human Services Director
East Bay Regional Park District
Personnel Director
Glendale, AZ, City of
Personnel Director
Hayward, City of
Human Resources Director
-14-
Jefferson County, CO
Las Vegas Metropolitan Police Department, NV
Midpeninsula Regional Open Space District
Mountain View, City of
Oceanside, City of
Orange County Fire Authority, CA
Palm Desert, City of
Palo Alto, City of
Portervilie, City of
Redwood City, City of
San Bruno, City of
San Rafael, City of
Seaside, City of
Southern CA Association of Governments
Torrance, City of
Finance Director/CQntroller/Treasurer
Alameda County, CA
Alhambra, City of
American Canyon, City of
Antioch, City of
Arvada, CO, City of
Atherton, City of
Aurora, CO, City of
Azusa, City of
Brisbane, City of
Burbank, City of
Claremont, City of
Contra Costa Water District
Dublin, City of
Durango, CO, City of
East Bay Regional Park District
Emeryville, City of
Fairfield, City of
Goodwill Industries of San Joaquin Valley
Gonzales, City of
Hayward, City of
La Quinta, City of
Long Beach, City of
Marin Municipal Water District
Menlo Park, City of
Milpitas, City of
Modesto, City of
Monterey, City of
Morgan Hill, City of
Needles, City of
Oakland, City of
Orange County Fire Authority
Orange County Fire Authority
-15-
Human Resources Director (2 searches)
Director, Selection & Classification
Administration/Human Resources Director
Director of Employee Services
Personnel Director
Human Resources Director
Human Resources Manager
Director of Human Resources
Administrative Services Manager
Human Resources Director
Human Resources Director
Human Resources Director
Personnel Services Manager
Human Resources, Manager
Risk Manager
Finance Director
Finance Director
Finance Director
Finance Director
Director of Finance
Finance Director
Finance Director
Director of Finance
Finance Director
Finance Director
Finance Director
Finance Director
Administrative Services Director
Finance Director
Controller
Finance Director
Director of Finance
Finance Director/Controller
Finance Director
Finance Director
Finance Director
City Treasurer
Auditor/Controller
Financial Services Manager
Finance Director
Director of Finance
Finance Director
Finance Director
Finance Director
Budget Director
Assistant Chief, Business Services
Financial Services Manager
Orange County Fire Authority
Treasurer (2000 and 2004)
Oxnard, City of
Finance Director
Pasadena, City of
Controller
Pasadena, City of
Accounting Manager
Porterville, City of
Administrative Services Manager
Rancho Cordova, City of
Assistant Finance Director
Reno, NV, City of
Finance Director
San Diego County Water Authority
Investment Analyst
San Mateo, City of
Finance Director
Santa Clarita, City of
Finance Manager
Santa Cruz, City of
Finance Director
Seaside, City of
Financial Services Manager
Steamboat Springs, CO, City of
Finance Director
Superior Court of Calif./Co. of San Mateo
Finance Director
Union City, City of
Finance Director
Ventura, City of
Treasury Manager
Visalia, City of
Finance Director
Washington County, OR
Finance Director
Western Municipal Water District
Finance Director
Winter Park, CO, City of
Finance Director
Yorba Linda, City of
Finance Director
Public Safety/Law Enforcement
Alhambra, City of
Chief of Police
Alhambra, City of
Fire Chief
Antioch, City of
Police Chief
Atherton, City of
Police Chief
Baldwin Park, City of
Police Chief
Belmont, City of
Police Chief
Clayton, City of
Police Chief
Gilroy, City of
Fire Chief
Hayward, City of
Fire Chief
Livermore, City of
Fire Chief
Lone Tree, CO, City of
Patrol Operations Commander
Los Altos, City of
Police Captain
Menlo Park, City of
Police Chief
Milpitas, City of
Police Chief
Modesto, City of
Fire Chief
Oceanside, City of
Police Captain
Porterville, City of
Chief of Police
Redondo Beach, City of
Communications Manager
Riverton, WY, City of
Police Chief
San Rafael, City of
Chief of Police
Santa Monica, City of
Police Chief
Vail, CO, Town of
Fire Chief
West Covina, City of
Fire Chief
City/County Clerk
Alameda County, CA
Clerk of the Board
-16-
Berkeley, City of
Dana Point, City of
Hayward, City of
Oceanside, City of
Menlo Park, City of
Monterey, City of
Mountain View, City of
Sacramento, City of
San Jose, City of
San Luis Obispo, City of
San Mateo, City of
Santa Cruz, City of
Walnut Creek, City of
Information Technology
Fremont, City of
Jefferson County, Golden, CO
San Diego County Water Authority
-17-
City Clerk
City Clerk
City Clerk
Public Information Officer
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
Information Svcs. Tech. Director
Information Technology Director
Information Systems Manager
DATE (MMIDDIYYYY)
W PF CERTIFICATE OF LIABILITY INSURANCE 1,27/2012
CERTIFICATE DOES NFICATE IS ISSUED AS A OT AFFIRMATIVELYR OF INFORMATION ORNEGATIVELY AMEND, EXTEND OR ALTER AND CONFERS NO RIGHTS
COVERAGE AFFORDED ATE BY THEDER, THIS
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 She CertlfICale holder Is an ADDITIONAL INSURED, the policy(les) must 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 time not Confer rights to the
WELLS FARGO INSURANCE INC
PO BOX 20660
JACKSONVILLE FL 32247
INSURED
PHIL NCFJDMY a BONDI C. PECREAN DNA PECICHAN
E MCXETNEY
PO BOX 7757
TAHOE CITY CA 96145-7757
COVERAGES G@HI11-16AI=NUmocncca•� .....•.-- --
LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD
THIS IS TO CERTIFY THAT THE POLICIES O IINSURANCE
OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS
INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM
AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS,
CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE
EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS,
N DC UNITS
ILSR TYPE OF INSURANCE POLICY NUMBER M
21000,000
GENERAL UABRITY . EACH OCCURRENCE S
A X COMMERCIAL GENERAL LUIBILRY Y ITPASO43455097 6/23/2011 6/]]/]01] PREMISES E nca S 2.000,000
MED EXP we BnOn S 10,000
CLAIMS -MADE aOCCUR
PERSONAL S ADV INJURY 5 EXCLUDED
GENERAL AGGREGATE $ 4,000,000
PRODUCTS• COMPA]P AGO -S 41000,000
GENL AGGREGATE UNIT APPLIES PER; S
17 POUCY PRO X LOG IN
AUTOMOBILE LU181LITY Ee 14 m
BODILY INJURY(PWPWrm) S -
ANY AUTO
BODILY INJURY (PW e,rlGenl) S
A�Uf�NED AIJfOSULED
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HIRED AUTOS AUTOS 5
EACH OCCURRENCE
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CLAIMS-IMOE
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DER TION
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OF OPERATIONS I LOCATION$ I VEHICLES IAtM4N ACORD 101, A6WtlaMl fblwrMr ecM4Mr, RmOn 4pm Is n0Mr44)
DESCRIPTION
AGENCIES - NO EMPLOYEE LRABLTPG OR TEMPORARY / CERTIFICATE BOLDER IS DESIGNATED AS
EMPLOYMENT
WITH REGARDS TO GENERAL LIABILITY SUBJECT TO THE POLICY TERNS AND CONDITIONS.
ADDITIONAL INSURED
CITY OF LA QVINTA
TERRY DERRINGER
HUMAN RRSOIJRCBS/GRHSRAL SRRVIC
P.O. BOX IS04
CALLS TAMPICO, LA go CA CALLS TAMP
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE
THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN
ACCORDANCE WITH THE POLICY PROVISIONS.
_—�L
reserved.
ACORD 25 (2010105) The ACORO name and logo are registered marks of ACORD
Page 2 of 4
2'd SOTLLLL09LS101 SS22-T6£ (9T6) AEINNEINDW '8 WUH>03d:WO8J 60:VT 2TO2-L2-NHt
AMICA MUTUAL INSURANCE COMPANY
Lincoln, Rhode Island
AND
ROBERTA C. PECom AMID
DEAN J. PECKHAM
6521 CEWrdOOD WAY
SACBAMENI'0 CA 95831
WE WILL PROVIDE THE INSURANCE DESCRIBED IN THIS POLICY IN RETURN FOR PAYMENT OF THE
PRFMIUM AND SUBJECT TO ALL THE TERMS OF THIS POLICY:
12:01 A.M., STANDAHU II
From: JANUARY 1, 2012
To: JANUARY 1. 2013
LIABILITY COVERAGE: $1,000,000 IN EXCESS OF UNDERLYING INSURANCE
DEDUCTIBLE: $500
LIABILITY COVERAGE PREMIUM: $140.00
ne ru,c enCM
REQUIRED MINIMUM LIMITS FOR UNUMLTIMU ^^. --•-- -" "" "--"'-' ---- -- -
THESE DECLARATIONS TOGETHER WITH POLICY JACKET AND ENDORSEMENTS, IF ANY, COMPLETE THE ABOVE
NUMBERED POLICY.
DESCRIPTION
A.AUTO LIABILITY
B.PERSONAL LIABILITY
C.WATERCRAPT LIABI=
SCHEDULE OF UNDERLYING INSURANCE
LIMITS OF INSURANCE
$500,000 EACH ACCIDENT
FORM AND ENDORSEMENTS MADE PART OF THIS POLICY AT TIME OF ISSUE:
DL 98 01 06 98 PERSONAL UMBRELLA LIABILITY POLICY
PU 00 01 03 03 AMENDMENT OF POLICY PROVISIONS
This policy shall not he valid unless countersigned by /our authorized agent or representative.
Countersigned by......YM.S�t`...r ••'.........
Authorized Representative
2'd T0TLLL109LT:01 SS22-T6£ (9T6) A31,11,13NOW T Wdi-IN03d:1,106A 60:t7T 2TO2-L2-NHf
JAN-13-2012 10:32 AMICA INSUKANGt; -' --- --
AMENDED DECLARATIONS Pggg 1 of 3
in con*twatkm of A RIMW premium of $362.51 we aUrea that the pc iav dedaratietm IIre chvQod
as follows: CBANC'.£ USE
) tr ahea m and t«+wno van of f!oliov No.. 930104-2 M
Change art EtmetNe JANUARY 1, 2012 Iab b.a,.» a
1„ed by the, Atttiee muNel insurance CotnpanY
NAMED INSURED AND ADDRESS POLICY PERIOD: 12.01
A.M.. STANDARD TIME
From: JANU1. 2012
ROM= C. FEM M AM
DFN J. pBMWAM To: JANUAiOi 1. 2013
6521 CH9 WOM WAY
SACRAMMM CA 95831
2003 ACURA M- TOWv IG
1
2EM1878313503204 AMIAL rn : 18,000
uss: sysamss
20D3 VOLKSWAt,T'1,i PASSAT GLR V6
2
MOTICA'180N
WVW1H63B93P191659 ANNUAL MIIUM' 15,558
USE: CXYam 65 MIIFS 5 HAYS PER Wm
1981 ALFA RCMEOD SPIDER VEI.00E
3
3PT CM
2ARRA5417B1012462 ANNUAL MIIEAGB: 2,000
USE. PLEASURE
Tna
a,atlat ar aab,bt down ea a mn jjQj b WWWlpae9 90ard in dw abm Wdnar miaw abbd.
RATES ARE BASED ON THE FOLLOWING HOUSEHOLD DRIVERS AND THEIR USE OF THE INSURED AUTOS
t ROBERSA C. PEciam A3551364 951 951 20
2 DEAN J. PBCKMM A4620248 5 5 80
3
4
6
6 Total 100i 100i100
111 25 59 P M 11 79 0 0 YES
2 30 07 57 M M 10 73 1 1 NO
3
4
S
8
b'd T0TLLLL09LT:01 SS22-T6£ (9T6) A3NNEINDW T WUHA33d:W0dJ OT:t7T 2TO2-L2-NHf
BAN-13-2012 10:33 AM1CA 1dSMANUN
(Ur roa 09016 r.Uvo
Page 2 of 3
CONTINUATION OF AMENDED DECLARATIONS FOR PERSONAL AUTO POLICY NO. 930104-2= 04
NAMED INSURED AND ADDRESS
ROBWA C. momAND
DEAN J. PBMG M
4521 C&rrW00D WAY
SAM MWM CA 95831
Kv 0 t OM8
ITITarol
m KI m WIT67fro
D. DAMAGE TO YOUR AUTO (ACV moms Actual Cash Value)
1. Ciallillion Lba
WaLt
ACVmin"dedvvtlWe!pJ
it2. Other Than Callisixin.....ACVmInus
�M
deductible of
�.// •.h 1: 7://
OPTIONAL TRANSPORTATIONa
�- •' •y •! •!9/ « to
s• 973. •• .7:A/ '• N y':;1
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S'd TOT121L09LT:01 SS22-T6£ C9T6) A3NNEINOW T WHHDI03d:W0dA OT:i7T 2T02-L2-Ntif
JAN-13-2012 10:33 AMICA INSURANCE
MY Ybb U40Z I•.UU4
PaOe 3 Of 3
CONTINUATION OF AMENDED DECLARATIONS FOR PERSONAL AUTO POLICY NO,
NAMED INSURED AND ADDRESS
ROBERTA C. FE2EAM AND
DEAN J. PEC1tiIAM
6521 C ETWOOD WAY
SACRAME2M CA 95831
•• D, •.r. rr •• •r. . • r r AIM • s I•r 7a I+
• • • I I ro Ir •• r• J •.r a u•. 7a IS14
1
930104-21N,Y 04
Thb paYry and n h. vase Wdaft • uNprd by ow Ndwrime qwa w r•o.Wrlddva.`.
bY.......... . .. . . ...........
Aw"Awd ltgwoW&W"
9'd TOTLLLL09LT:01 SS22-T6£ C9T6) A3NN3>3W 8 WdHNO3d:W0HJ 01:t7T 2TO2-L2-NUf
POLICY NUMBER:PASO43455097
COMMERCIAL GENERAL LIABILITY
CG 20 10 07 04
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.
ADDITIONAL INSURED - OWNERS, LESSEES OR
CONTRACTORS - SCHEDULED PERSON OR
ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
TERRY DEERINGER
HUMAN RESOURCES/GENERAL SERVICES
P.O. BOX 1504 CALLE TAMPICO
LA QUINTAI CA 92253
A.
B.
SCHEDULE
Section 11 — Who Is An Insured is amended to
include as an additional insured the person(s) or
organiza on(s) shown in the Schedule, but my
with respect to liability for "bodily injury", "property
y
damage" or "personal and advertising injury"
caused, in whole or in part, by:
1. Your acts or omissions; or
2. The acts or omissions of those acting on your
behalf;
in the performance of your ongoing operations for
the additional insureds) at the location(s) desig-
nated above.
With respect to the insurance afforded to these
additional insureds, the following additional exclu-
sions apply:
CG 2010 07 04
This insurance does not apply to "bodily injury" or
"property damage" occurring after:
1. All work, including materials, parts or equip-
ment furnished In connection with such work,
on the project (other than service, mainte-
nance or repairs) to be performed by or on
behalf of the additional insureds) at the loca-
tion of the covered operations has been com-
pleted; or
2. That portion of "your work" out of which the
injury or damage arises has been put to its
intended use by any person or organization
other
r engaged nhperforming or or operationsntrac-
for a
principal as a part of the same project.
Copyright, ISO Properties, Inc., 2004
Page 1 of 2
UNIFORM
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WORKERS' COMPENSATION WAIVER
IF CONSULTANT/CONTRACTOR DOES NOT HAVE ANY EMPLOYEES AND
DOES NOT WISH TO COVER THEMSELVES FOR WORKERS' COMPENSATION,
THE CONSULTANT/CONTRACTOR SHALL SIGN THE FOLLOWING
STATEMENT, AS WELL AS THE CONTRACT ITSELF, TO EFFECT A FULLY
INITIATED CONTRACT:
I, AS DESIGNATED CONSULTANT/CONTRACTOR, DO NOT HAVE, NOR
INTEND TO HAVE, FOR THE FULL TERM OF THIS CONTRACT ANY
EMPLOYEES, FURTHERMORE, I DO NOT WISH TO OBTAIN OR BE
COVERED UNDER ANY WORKERS' COMPENSATION INSURANCE
COVERAGE; AND, THEREFORE, AM SIGNING THIS WAIVER IN LIEU OF
PROVIDING WORKERS' COMPENSATION, AS OUTLINED IN THE
INSURANCE REQUIREMENTS OF THE CONTRACT.
Signature:
Date:
BUSINESS NAME: �c� m �""
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