Contract # : C18-0540 - PECKHAM & MCKENNEY, INC. - Execution Date: 6/20/2018 C l 8-0540
SERVICES AGREEMENT —
(Not Construction Related)
FOR EXECUTIVE SEARCH SERVICES —PECKHAM & McKENNEY, INC.
This Services Agreement("Agreement")is entered into and effective between the CITY OF GLENDALE,an
Arizona municipal corporation ("City") and Peckham&McKenney,Inc.,a California corporation, ("Consultant") as
of the(401" day of ,2018 ("Effective Date").
RECITALS
A. City intends to undertake a project for the benefit of the public and with public funds (the "Project");
B. City desires to retain the professional services of Consultant to perform certain specific duties and produce
the specific work as set forth in the attached Exhibit A,Project Scope of Work("Scope");
C. Consultant desires to provide City with services ("Services") consistent with industry-best practices and the
standards set forth in this Agreement,in order to complete the Project;and
D. City and Consultant desire to memorialise their agreement with this document.
AGREEMENT
The parties hereby agree as follows:
1. Key Personnel;Other Consultants and Subcontractors.
1.1 Services. Consultant will provide all Services necessary to assure the Project is completed timely
and efficiently consistent within Project requirements,including,but not limited to,working in
close interaction and interfacing with City and its designated employees,and working closely with
others,including other consultants or contractors,retained by City.
2. Schedule. The Services will be undertaken in a manner that ensures the Project is completed timely and
efficiently in accordance with the Schedule attached as Exhibit B.
3. Consultant's Work.
3.1 Standard. Consultant must perform Services in accordance with the standards of due diligence,
care,and quality prevailing among consultants having substantial experience with the successful
furnishing of Services for projects that are equivalent in size,scope,quality,and other criteria under
the Project and identified in this Agreement.
3.2 Licensing. Consultant warrants that:
a. Consultant currently holds all appropriate and required licenses,registrations and other
approvals necessary for the lawful furnishing of Services ("Approvals");and
b. Neither Consultant nor any Subconsultant has been debarred or otherwise legally excluded
from contracting with any federal, state, or local governmental entity("Debarment").
(1) City is under no obligation to ascertain or confirm the existence or issuance of any
Approvals or Debarments,or to examine Consultant's contracting ability.
(2) Consultant must notify City immediately if any Approvals or Debarment changes
during the Agreement's duration.The failure of the Consultant to notify City as
required will constitute a material default under the Agreement.
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3.3 Compliance.
a. Services will be furnished in compliance with applicable federal,state,county and local
statutes,rules,regulations,ordinances,building codes,life safety codes,and other
standards and criteria designated by City.
b. Consultant must not discriminate against any employee or applicant for employment on
the basis of race,color,religion,sex,national origin,age,marital status,sexual orientation,
gender identity or expression,genetic characteristics, familial status,U.S.military veteran
status or any disability. Consultant will require any Sub-contractor to be bound to the same
requirements as stated within this section. Consultant,and on behalf of any subcontractors,
warrants compliance with this section.
3.4 Work Product.
a. Ownership. Upon receipt of payment for Services furnished,Consultant grants to City
exclusive ownership of and all copyrights,if any,to evaluations,reports,drawings,
specifications,project manuals,surveys,estimates,reviews,minutes,all"architectural
work" as defined in the United States Copyright Act, 17 U.S.0 4 101, et seq.,and other
intellectual work product as may be applicable ("Work Product").
(1) This grant is effective whether the Work Product is on paper(e.g.,a"hard copy"),
in electronic format, or in some other form.
(2) Consultant warrants,and agrees to indemnify,hold harmless and defend City for,
from and against any claim that any Work Product infringes on third-party
proprietary interests.
b. Delivery. Consultant will deliver to City copies of the preliminary and completed Work
Product promptly as they are prepared.
c. City Use.
(1) City may reuse the Work Product at its sole discretion.
(2) In the event the Work Product is used for another project without further
consultations with Consultant,the City agrees to indemnify and hold Consultant
harmless from any claim arising out of the Work Product.
(3) In such case,City will also remove any seal and title block from the Work Product.
4. Compensation for the Project.
4.1 Compensation. Consultant's compensation for the Project,including those furnished by its
Subconsultants or Subcontractors will not exceed$27,000.00 as specifically detailed in Exhibit C
("Compensation").
4.2 Change in Scope of Project. The Compensation may be equitably adjusted if the originally
contemplated Scope as outlined in the Project is significantly modified.
a. Adjustments to Compensation require a written amendment to this Agreement and may
require City Council approval.
b. Additional services which are outside the Scope of the Project contained in this Agreement
may not be performed by the Consultant without prior written authorization from the City.
c. Notwithstanding the incorporation of the Exhibits to this Agreement by reference,should
any conflict arise between the provisions of this Agreement and the provisions found in
the Exhibits and accompanying attachments,the provisions of this Agreement shall take
priority and govern the conduct of the parties.
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4.3 Allowances. An"Allowance"may be identified only for work that is required by the Scope and the
value of which cannot reasonably be quantified at the time of this Agreement.
a. As stated in Sec.4.1 above,the Compensation must incorporate all Allowance amounts
and any unused allowance at the completion of the Project will remain with City.
b. Consultant may not add any mark-up for work identified as an Allowance and which is to
be performed by a Subconsultant.
c. Consultant will not use any portion of an Allowance without prior written authorization
from the City.
d. Examples of Allowance items include,but are not limited to, subsurface pothole
investigations,survey,geotechnical investigations,public participation,radio path studies
and material testing.
5. Billings and Payment.
5.1 Applications.
a. Consultant will submit monthly invoices (each,a"Payment Application") to City's Project
Manager and City will remit payments based upon the Payment Application as stated
below.
b. The period covered by each Payment Application will be one calendar month ending on
the last day of the month.
5.2 Payment.
a. After a full and complete Payment Application is received,City will process and remit
payment within 30 days.
b. Payment may be subject to or conditioned upon City's receipt of:
(1) Completed work generated by Consultant and its Subconsultants;and
(2) Unconditional waivers and releases on final payment from all Subconsultants as
City may reasonably request to assure the Project will be free of claims arising
from required performances under this Agreement.
5.3 Review and Withholding. City's Project Manager will timely review and certify Payment
Applications.
a. If the Payment Application is rejected,the Project Manager will issue a written listing of
the items not approved for payment.
b. City may withhold an amount sufficient to pay expenses that City reasonably expects to
incur in correcting the deficiency or deficiencies rejected for payment.
6. Termination.
6.1 For Convenience. City may terminate this Agreement for convenience,without cause,by
delivering a written termination notice stating the effective termination date,which may not be less
than 15 days following the date of delivery.
a. Consultant will be equitably compensated for Services furnished prior to receipt of the
termination notice and for reasonable costs incurred.
b. Consultant will also be similarly compensated for any approved effort expended,and
approved costs incurred,that are directly associated with Project closeout and delivery of
the required items to the City.
6.2 For Cause. City may terminate this Agreement for cause if Consultant fails to cure any breach of
this Agreement within seven days after receipt of written notice specifying the breach.
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a. Consultant will not be entitled to further payment until after City has determined its
damages. If City's damages resulting from the breach,as determined by City,are less than
the equitable amount due but not paid Consultant for Services furnished, City will pay the
amount due to Consultant,less City's damages,in accordance with the provisions of Sec. 5.
b. If City's direct damages exceed amounts otherwise due to Consultant, Consultant must pay
the difference to City immediately upon demand;however,Consultant will not be subject
to consequential damages more than$1,000,000 or the amount of this Agreement,
whichever is greater.
7. Conflict. Consultant acknowledges this Agreement is subject to A.R.S. § 38-511,which allows for
cancellation of this Agreement in the event any person who is significantly involved in initiating,
negotiating, securing,drafting,or creating the Agreement on City's behalf is also an employee,agent,or
consultant of any other party to this Agreement.
8. Insurance.For the duration of the term of this Agreement,Consultant shall procure and maintain
insurance against claims for injuries to persons or damages to property which may arise from or in
connection with the performance of all tasks or work necessary to complete the Project as herein defined.
Such insurance shall cover Consultant,its agent(s),representative(s), employee(s) and any subcontractors.
8.1 Minimum Scope and Limit of Insurance. Coverage must be at least as broad as:
a. Commercial General Liability(CGL): Insurance Services Office Form CG 00 01,
including products and completed operations,with limits of no less than$1,000,000 per
occurrence for bodily injury,personal injury,and property damage. If a general aggregate
limit applies, either the general aggregate limit shall apply separately to this project/location
or the general aggregate limit shall be twice the required occurrence limit.
b. Automobile Liability: Insurance Services Office Form Number CA 0001 covering Code 1
(any auto),with limits no less than$1,000,000 per accident for bodily injury and property
damage.
c. Worker's Compensation: Insurance as required by the State of Arizona,with Statutory
Limits,and Employers'Liability insurance with a limit of no less than$1,000,000 per
accident for bodily injury or disease.
8.2. Indemnification.
a. To the fullest extent permitted by law,Consultant must defend,indemnify,and hold
harmless City and its elected officials,officers,employees and agents (each,an
"Indemnified Party," collectively,the"Indemnified Parties") for, from,and against any and
all claims,demands,actions,damages,judgments,settlements,personal injury(including
sickness, disease,death,and bodily harm),property damage (including loss of use),
infringement,governmental action and all other losses and expenses,including attorneys'
fees and litigation expenses (each,a "Demand or Expense" collectively"Demands or
Expenses") asserted by a third-party(i.e. a person or entity other than City or Consultant)
and that arises out of or results from the breach of this Agreement by the Consultant or
the Consultant's negligent actions,errors or omissions (including any Subconsultant or
Subcontractor or other person or firm employed by Consultant),whether sustained before
or after completion of the Project.
b. This indemnity and hold harmless provision applies even if a Demand or Expense is in
part due to the Indemnified Party's negligence or breach of a responsibility under this
Agreement,but in that event, Consultant will be liable only to the extent the Demand or
Expense results from the negligence or breach of a responsibility of Consultant or of any
person or entity for whom Consultant is responsible.
c. Consultant is not required to indemnify any Indemnified Parties for,from,or against any
Demand or Expense resulting from the Indemnified Party's sole negligence or other fault
solely attributable to the Indemnified Party.
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8.3 Other Insurance Provisions. The insurance policies required by the Section above must contain,
or be endorsed to contain the following insurance provisions:
a. The City,its officers,officials,employees and volunteers are to be covered as
additional insureds of the CGL and automobile policies for any liability arising from or
in connection with the performance of all tasks or work necessary to complete the Project
as herein defined. Such liability may arise,but is not limited to,liability for materials,parts
or equipment furnished in connection with any tasks, or work performed by Consultant or
on its behalf and for liability arising from automobiles owned,leased,hired or borrowed
on behalf of the Consultant. General liability coverage can be provided in the form of an
endorsement to the Consultant's existing insurance policies,provided such endorsement is
at least as broad as ISO Form CG 20 10, 11 85 or both CG 20 10 and CG 23 37,if later
revisions are used.
b. For any claims related to this Project,the Consultant's insurance coverage shall be
primary insurance with respect to the City,its officers,officials,employees,and
volunteers.Any insurance or self-insurance maintained by the City,its officers,officials,
employees or volunteers shall be in excess of the Consultant's insurance and shall not
contribute with it.
c. Each insurance policy required by this Section shall provide that coverage shall not be
canceled,except after providing notice to the City.
8.4 Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M.Best rating of
no less than A:VII,unless the Consultant has obtained prior approval from the City stating that a
non-conforming insurer is acceptable to the City.
8.5 Waiver of Subrogation. Consultant hereby agrees to waive its rights of subrogation which
any insurer may acquire from Consultant by virtue of the payment of any loss. Consultant agrees
to obtain any endorsement that may be necessary to effect this waiver of subrogation.The
Workers'Compensation Policy shall be endorsed with a waiver of subrogation in favor of the City
for all work performed by the Consultant,its employees,agent(s) and subcontractor(s).
8.6 Verification of Coverage. Within 15 days of the Effective Date of this Agreement,Consultant shall
furnish the City with original certificates and amendatory endorsements,or copies of any applicable
insurance language making the coverage required by this Agreement effective.All certificates and
endorsements must be received and approved by the City before work commences.Failure to
obtain, submit or secure the City's approval of the required insurance policies,certificates or
endorsements prior to the City's agreement that work may commence shall not waive the
Consultant's obligations to obtain and verify insurance coverage as otherwise provided in this
Section.The City reserves the right to require complete,certified copies of all required insurance
policies,including any endorsements or amendments,required by this Agreement at any time
during the Term stated herein.
Consultant's failure to obtain,submit or secure the City's approval of the required insurance
policies,certificates or endorsements shall not be considered a Force Majeure or defense for any
failure by the Consultant to comply with the terms and conditions of the Agreement,including any
schedule for performance or completion of the Project.
8.7 Subcontractors. Consultant shall require and shall verify that all subcontractors maintain insurance
meeting all requirements of this Agreement.
8.8 Special Risk or Circumstances. The City reserves the right to modify these insurance requirements,
including any limits of coverage,based on the nature of the risk,prior experience,insurer,coverage
or other circumstances unique to the Consultant, the Project or the insurer.
9. E-verify,Records and Audits.To the extent applicable under A.R.S. §41-4401,the Consultant warrants
its compliance and that of its Subconsultants with all federal immigration laws and regulations that relate to
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their employees and compliance with the E-verify requirements under A.R.S. §23-214(A).The Consultant
or Subconsultant's breach of this warranty shall be deemed a material breach of the Agreement and may
result in the termination of the Agreement by the City under the terms of this Agreement.The City retains
the legal right to randomly inspect the papers and records of the other party to ensure that the other party is
complying with the above-mentioned warranty.The Consultant and Subconsultant warrant to keep their
respective papers and records open for random inspection during normal business hours by the other party.
The Consultant and Subconsultant shall cooperate with the City's random inspections,including granting
the City entry rights onto their respective properties to perform the random inspections and waiving their
respective rights to keep such papers and records confidential.
10. No Boycott of Israel. The Parties agree that they are not currently engaged in,and agree that for the
duration of the Agreement they will not engage in,a boycott of Israel,as that term is defined in A.R.S. 535-
393.
11. Attestation of PCI Compliance. When applicable,the Contractor will provide the City annually with a
Payment Card Industry Data Security Standard(PCI DSS) attestation of compliance certificate signed by an
officer of Contractor with oversight responsibility.
12. Notices.
12.1 A notice,request or other communication that is required or permitted under this Agreement(each
a"Notice")will be effective only if:
a. The Notice is in writing;and
b. Delivered in person or by overnight courier service (delivery charges prepaid),certified or
registered mail(return receipt requested).
c. Notice will be deemed to have been delivered to the person to whom it is addressed as of
the date of receipt,if:
(1) Received on a business day before 5:00 p.m. at the address for Notices identified
for the Party in this Agreement by U.S.Mail,hand delivery,or overnight courier
service;or
(2) As of the next business day after receipt,if received after 5:00 p.m.
d. The burden of proof of the place and time of delivery is upon the Party giving the Notice.
e. Digitalized signatures and copies of signatures will have the same effect as original
signatures.
12.2 Representatives.
a. Consultant. Consultant's representative(the"Consultant's Representative") authorized to
act on Consultant's behalf with respect to the Project,and his or her address for Notice
delivery is:
Peckham&McKenney
c/o Andrew(Drew) Gorgey,Vice President,Western Region
513 Easy St.
Glenwood Springs,Colorado 81601
b. City. City's representative ("City's Representative") authorized to act on City's behalf,and
his or her address for Notice delivery is:
City of Glendale
c/o Jim Brown,Director,Human Resources and Risk Management
5850 W. Glendale Ave.
Glendale,Arizona 85301
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With required copy to:
City Manager City Attorney
City of Glendale City of Glendale
5850 West Glendale Avenue 5850 West Glendale Avenue
Glendale,Arizona 85301 Glendale,Arizona 85301
c. Concurrent Notices.
(1) All notices to City's representative must be given concurrently to City Manager
and City Attorney.
(2) A notice will not be deemed to have been received by City's representative until
the time that it has also been received by the City Manager and the City Attorney.
(3) City may appoint one or more designees for the purpose of receiving notice by
delivery of a written notice to Consultant identifying the designee(s) and their
respective addresses for notices.
13. Entire Agreement; Survival; Counterparts;Signatures.
13.1 Integration. This Agreement contains,except as stated below,the entire agreement between City
and Consultant and supersedes all prior conversations and negotiations between the parties
regarding the Project or this Agreement.
a. Neither Party has made any representations,warranties or agreements as to any matters
concerning the Agreement's subject matter.
b. Representations,statements,conditions,or warranties not contained in this Agreement will
not be binding on the parties.
c. Inconsistencies between the solicitation,any addenda attached to the solicitation,the
response or any excerpts,if any,and this Agreement,will be resolved by the terms and
conditions stated in this Agreement.
13.2 Interpretation.
a. The parties fairly negotiated the Agreement's provisions to the extent they believed
necessary and with the legal representation they deemed appropriate.
b. The parties are of equal bargaining position and this Agreement must be construed equally
between the parties without consideration of which of the parties may have drafted this
Agreement.
c. The Agreement will be interpreted in accordance with the laws of the State of Arizona.
13.3 Survival. Except as specifically provided otherwise in this Agreement,each warranty,
representation,indemnification and hold harmless provision,insurance requirement,and every
other right,remedy and responsibility of a Party,will survive completion of the Project,or the
earlier termination of this Agreement.
13.4 Amendment. No amendment to this Agreement will be binding unless in writing and executed by
the parties. Electronic signature blocks do not constitute execution for purposes of this Agreement.
Any amendment may be subject to City Council approval.
13.5 Remedies. All rights and remedies provided in this Agreement are cumulative and the exercise of
any one or more right or remedy will not affect any other rights or remedies under this Agreement
or applicable law.
13.6 Severability. If any provision of this Agreement is voided or found unenforceable,that
determination will not affect the validity of the other provisions,and the voided or unenforceable
provision will be reformed to conform with applicable law.
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13.7 Counterparts. This Agreement may be executed in counterparts,and all counterparts will together
comprise one instrument.
14. Term.
14.1 The term of this Agreement commences upon the effective date and continues for a one-year
period,unless all activities identified in the Project/Scope of Work(Exhibit A) and Schedule
(Exhibit B) are completed sooner.This contract will terminate when the City is satisfied that all
activities have been completed by the Consultant or the one-year anniversary of the Effective Date,
whichever is sooner.There are no renewals.
15. Dispute Resolution. Any controversy or claim arising out of or relating to this contract,or the breach
thereof,shall be settled by arbitration administered according to the American Arbitration Association's
Commercial Arbitration Rules,and judgment on the award rendered by the arbitrator may be entered in any
court having jurisdiction thereof.
16. Exhibits. The following exhibits,with reference to the term in which they are first referenced,are
incorporated by this reference.
Exhibit A Project/Scope of Work
Exhibit B Schedule
Exhibit C Compensation
[SIGNATURES ON FOLLOWING PAGE.]
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The parties enter into this Agreement effective as of the date shown above.
City of Glendale,
an Arizona municipal corporation
/4(/'
evin Phelps
I : City Manager
A 1'I lST:
11,/ /.
Juli :ower
City Clerk (SEAL)
APPROVED AS TO FORM:
11111 _
Michael t Bailey
City Attorney
Pec .m : v cKenn Inc.,
a Ca form: u .• .orati n
By: An. ew Gorgey
Its: Vice President,Western Region
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EXHIBIT A
Services Agreement
PROJECT/SCOPE OF WORK
P E C KHAM
limo' moo.
MCKENNEY
EXECUTIVE SEARCH
May 22, 2018
Mr. Jim Brown
Director of Human Resources and Risk Management
City of Glendale City Hall
5850 West Glendale Avenue
Glendale, AZ 85301
(Via electronic mail to JWBrown@glendaleaz.com)
Dear Director Brown:
Thank you for the opportunity to express our interest in assisting the City of Glendale(City) in the
recruitment of a new Assistant City Manager. Based on our recent experience assisting the City in
the successful recruitment of a new Planning Administrator, and in conducting similar searches, we
are fully prepared to team with the City to ensure a successful outcome again. It is our understanding
the City is interested in a full recruitment and outreach process, leading to the successful placement of
a candidate that"fits" the organization and community.
As you know,Peckham&McKenney has managed hundreds of successful executive searches
throughout the western United States. We have conducted over 150 Assistant City Manager, City
Manager, or similar executive recruitments in a wide range of communities, including in Sedona,AZ,
where we placed the City Manager in 2008, and again in 2015. Since January,2017,I successfully
placed City or Town Managers, or Assistant City Managers in Turlock, CA;Basalt, Centennial,
Telluride,and Windsor,CO; and Bothell, WA. I am currently managing the Assistant County Manager
recruitment in Summit County, CO,and the Town Manager recruitment in Winter Park,CO.
Peckham&McKenney has earned an excellent reputation in the industry for providing customized
processes resulting in successful,long-term placements.We strictly limit our workload to ensure every
client receives true personal attention. Starting our 15th year as Peckham&McKenney,we are proud to
say of all our placements since 2010, over 80% are still with their employers today. This allows us to
offer an all inclusive one-year placement guarantee, one of the strongest in the industry.
I would again serve as the City's Recruiter. I would very much like to apply the knowledge and
experienced gained during the Planning Administrator recruitment to your benefit in the Assistant City
Manager recruitment. I have served 19 of the last 21 years in Colorado local government, including
experience as a county manager, city manager(interim), county attorney, and general counsel. I am a
skilled recruiter with an excellent eye for talent. As you know, I am passionate about all aspects of the
professional search, recruitment, and interview processes. I am proximate(western Colorado)to
Glendale, a 90-minute flight from Grand Junction, CO,with multiple direct flights daily.
The attached proposal includes more detailed information regarding the firm,the search process and
timeline,professional fee and expenses, our guarantee,and client references. We look forward to the
opportunity to work with you again on this important search process. Please feel free to call me
directly at(970) 987-1238 if you have any questions. I am immediately available to assist you.
Sincerely,
/s/Drew Gorgey
Andrew (Drew) Gorgey
Vice President, Western Region
Peckham &McKenney, Inc.
drew@peckhamandmckenney.com
Attachment
TABLE OF CONTENTS
INTRODUCTION 1
Peckham&McKenney,Inc. •
Executive Recruitment Team
THE SEARCH PROCESS 4
SEARCH SCHEDULE 6
PROFESSIONAL FEE AND EXPENSES 7
CLIENT REFERENCES 8
PLACEMENT GUARANTEE AND ETHICS 9
EXECUTIVE SEARCHES CONDUCTED (2004 to Present) 10
INTRODUCTION
Peckham&McKenney,Inc.
Peckham & McKenney, Inc. provides executive search services to local government agencies throughout the western
United States and is headquartered in Roseville,California. The firm was established as a partnership in June 2004 and
incorporated in 2014 by Bobbi Peckham and Phil McKenney,who serve as the firm's lead Recruiters and bring over 50
years' combined experience in local government and executive search. We also offer the services of three former City
and County Managers, who serve as Recruiters on assignment. We are supported by an Operations Manager, research
specialists,a marketing and design professional,web technician,and distribution staff. Ms.Peckham serves as the firm's
President, and Phil McKenney serves as the Chief Operating Officer and Secretary/Treasurer. Either of the firm's
principals may be reached toll free at(866)912-1919.
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 and candidates. As such,we serve as the Administrator for the Credentialed Government Leader program for
the Municipal Management Associations of Northern&Southern California. We also actively support Women Leading
Government as well as assist in the annual Women's Leadership Summit. In addition, we have provided numerous
workshops and training sessions in California and Colorado to up-and-comers on resume and interview preparation and
general career guidance.
Individual profiles of each of the Peckham&McKenney team follow.
Bobbi C. Peckham,President
Bobbi Peckham brings nearly 30 years' experience as an Executive Recruiter as well as six prior years of local
government experience. Ms. Peckham is sought out and retained due to her high ethics, integrity, hands-on
customer service, and unique ability to identify candidates that"fit"her client agencies and communities.
Ms. Peckham began her career in local government in the City Manager's office of the City of Naperville, Illinois,
where she became familiar with all aspects of local government in the nation's fastest growing community. 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 2004,Ms.Peckham formed Peckham&McKenney,Inc. in partnership with Phil McKenney.
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, and Municipal Management Associations of Northern & Southern California. Ms.
Peckham serves on the Planning Committee for the annual Women's Leadership Summit, at which she coordinates
and leads the highly regarded Executive Roundtable Discussions with over 30 female local government leaders. In
addition, Ms. Peckham was instrumental in writing the ICMA's Job Hunting Handbook. Over the years, Ms.
Peckham has actively supported her community, and she currently volunteers her time to the Sacramento Affiliate of
Dress for Success, which works to empower women to achieve economic independence by providing a network of
support,professional attire, and the development tools to help women thrive in work and in life.
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Phil McKenney, Chief Operating Officer
Phil McKenney has over 35 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 began his career in executive recruitment in January 2003 and has since conducted hundreds of
national recruitments throughout the Western states, including Colorado, Arizona, Idaho, Wyoming, 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.
*Andrew (Drew) Gorgey,Vice President,Western Region
Before joining Peckham & McKenney in December 2016, Drew Gorgey served in Colorado local government for
nearly 20 years, including 11 years at the executive and management levels. Mr. Gorgey served as County Manager
and County Attorney for Garfield County in Glenwood Springs,Colorado. Mr. Gorgey also served as First Assistant
and Chief Deputy County Attorney in El Paso County, Colorado Springs,Colorado.In addition,he served as Interim
City Manager for the City of Glenwood Springs. His strong skills in strategic planning and talent identification,
recruitment and retention have allowed organizations seeking continual improvement to realize their strategic
planning objectives quickly and effectively.
Mr. Gorgey began his career in the resort and hospitality industry and served as a Corporate Trainer for The
Broadmoor, a Forbes Five-Star and AAA Five-Diamond Resort in Colorado Springs. He later served as Editor of
The Colorado Springs Business Journal.
Since his youth,Mr. Gorgey has been an enthusiastic student of leadership,dedicating substantial volunteer hours to
leadership positions in various professional associations. The El Paso County Bar Association in Colorado Springs
named Mr. Gorgey "Outstanding Young Lawyer" in 1999 and elected him one of the Association's youngest
Presidents in 2003-04. Mr. Gorgey twice served the Colorado Bar Association as Vice President. He is also Past
President of the Association of Colorado County Administrators. Mr. Gorgey has lectured on leadership at the
American Bar Association's prestigious Bar Leadership Institute in Chicago, the Colorado Bar Association's Bar
Leadership Training course (COBALT), and the Special District Association of Colorado's Leadership Academy,
among others. He completed the International City/County Management Association's (ICMA's) Gettysburg
Leadership Institute in 2017.
Mr. Gorgey has an undergraduate degree in English from the University of Colorado, as well as a Juris Doctor from
the University of South Carolina School of Law.
(Note: For convenience and brevity, biographies of Executive Recruiters Clay Phillips, Ellen Volmert, and Josh
Agnew have been omitted.)
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*Joyce Johnson, Operations Manager
Ms. 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 separate national
management consulting and executive recruitment firms. She has over 30 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.
*Cathy West-Packard, Marketing& Design
Ms. West-Packard has provided her design and marketing skills to Peckham & McKenney Recruiters for over 25
years. She is the firm's"go-to"professional for all advertising and brochure design and creation.
*Kevin Johnson, Research Assistant
Mr. Johnson has been a member of the team since 2009 and currently serves as a Research Assistant. He supports
the firm's Recruiters through his research of local government agencies and networks, potential candidates, and
current candidates prior to recommendation to our clients. Mr. Johnson mastered his researching abilities while
obtaining a Bachelor of Arts in Economics from Willamette University.
*Glendale Executive Recruitment Team Member. Mr. Gorgey works from his office in Glenwood Springs,CO, and
travels to the Phoenix area regularly.
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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:
Project Organization — Prior to beginning the recruitment process, we will be available to discuss the recruitment
process, listen to specific desires and expectations, and respond to any questions or concerns. We will discuss expected
parameters of the search, the search timeline, and schedule future meeting dates. At this time, the City will also
determine the extent of involvement of other individuals in the search process.
Development of Candidate Profile (On Site#1) —This phase provides for the development of a detailed Candidate
Profile. We will meet individually and in groups with those individuals identified in the Project Organization phase,to
discuss the current and future issues and challenges facing the City, and its planning needs, in particular. The desired
background and experience, leadership style and personality traits, skills and abilities of the ideal candidate will be
discussed. We will also discuss expectations,goals,and objectives that will lead to the success of the new Assistant City
Manager.
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 firm's web site as well as the City's site. 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 nationally,and it will also be available on our firm's web site. Copies of the brochure will also be
made available to the City.
The main focus of our outreach, however,will be direct phone contact with quality potential candidates. With close to
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 Candidate Profile Development phase. We believe direct recruiting produces the most
qualified candidates.
Throughout this active search process,we will regularly notify the City 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 to ensure that all issues and concerns of candidates are discussed and understood thereby eliminating "surprises"
once the resume filing deadline has occurred.
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 City will be once again updated on the status of the recruitment, the number of
resumes received,and our intent for preliminary interviews.
Preliminary Interviews—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. An Internet search will be conducted as well as preliminary background(credit and criminal)checks.
Recommendation of Finalists(On Site#2)—A written recommendation of finalists will be personally presented to the
City in a one-to two-hour meeting. 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.
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Once the City has selected a group of finalists, 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 round-trip airfare, car rental, and lodging necessary to
attend the interviews with the City. We will confirm this with the City at our meeting to recommend finalists.
Final Interviews/Selection(On Site#3)—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 those involved prior to the finalist interviews, and we will work with the panel
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 with each finalist to learn more of the"fit"they may bring.
Qualification — Once the final candidate has been selected by the City, a thorough background check will be
conducted that is compliant with the Fair Credit Reporting Act and Investigative Consumer Reporting Agencies Act.
Peckham & McKenney utilizes the services of Sterling Talent Solutions, the world's largest company focused
entirely on conducting background checks. This investigation will verify professional work experience; degree
verification; certifications; and criminal, civil, credit, and motor vehicle records. We encourage our clients to
consider further vetting the candidate through a Department of Justice LiveScan in order to ensure that all known
criminal history records (beyond seven years)are investigated.
Professional references will also be contacted, and a full report will be provided. 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.
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CLIENT REFERENCES
Please feel free to contact any of the following current and recent clients to inquire about their experience with Andrew
Gorgey. In addition,we would be pleased to furnish the client contact and phone numbers for any past clients.
City of Sedona,AZ—City Manager(2008 and 2015)
Justin Clifton,City Manager
(928)204-7127;JClifton@SedonaAZ.gov
(both recruitments managed by Phil McKenney)
Salt Lake City Corporation,UT—Transportation Division Director(2017)and City Engineer(2018)
Mike Reberg,Director, Community and Neighborhoods Department
(801)535-7707,mike.reberg@slcgov.coin
(801)535-6230 (Ms. Galina Urry,Administrative Assistant to the Director,Galina.Urry@slcgov.com)
Town of Telluride,CO—Town Manager(2017)
City Manager Ross Herzog
(970)728-2155;rherzog@telluride-co.gov
Administrative Services Director Diane Kipfer
(970)728-2151;dkipfer(a,telluride-co.gov
Town of Windsor,CO—Town Manager(2018)
Mayor Kristie Melendez
(970)215-5495,kmelendez@windsorgov.com
City of Centennial,CO—City Manager(2017)
City Manager Matt Sturgeon,
(303)754-3341 (Ms.Jodi Alioto,Executive Assistant to Mr.Sturgeon),msturgeon@centennialco.gov
City Attorney Robert(Bob)Widner
(303)246-6131,rwidner@lawwj.com
City of Bothell,WA—Fire Chief(2017),Assistant City Manager(2017),Human Resources Director(2017),
Community Development Director(2018),and Parks&Recreation Director(current)
City Manager Jennifer Phillips,
(425)806-6140,jennifer.phillips@bothellwa.gov
(Ms.Catherine Jansen,Executive Assistant to the City Manager,(425)806-6145)
City of Turlock,CA—City Manager(2018)
Human Resources Manager Sarah Eddy,
(209)668-5812,seddy@turlock.ca.us
In addition,please feel free to contact League of Arizona Cities and Towns Executive Director Ken Strobeck for
a general endorsement of Peckham&McKenney. Mr. Strobeck has added Peckham&McKenney to the League's
list of preferred providers.The main number for the League is(602)258-5786.
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PLACEMENT GUARANTEE AND ETHICS
Our placement record is particularly strong in that 80%of the candidates we have placed since 2010 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 year (except in the event of budgetary cutbacks, promotion, position
elimination,or illness/death),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 client agencies for another recruitment during an active engagement. Nor do
we "parallel process" a candidate, which means placing the same candidate in two of our searches at the same
time,thereby pitting one client against another for the same candidate.
• We do not misrepresent our client list. Only those searches that we personally conducted appear on our list.
• 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.
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EXHIBIT B
Services Agreement
SCHEDULE
ASSISTANT CITY MANAGER
GLENDALE,AZ
SEARCH SCHEDULE
(subject to modification and approval)
ACTIVITY TIME FRAME
Development of Candidate Profile June 4—June 15
Kickoff Meeting:June 4(On Site#1)
• On-site meeting with Glendale representatives to discuss Candidate Profile
• Develop Candidate Profile/Marketing Brochure and obtain approval from Glendale
• Develop advertising and recruiting plan
III. Recruitment (Filing Deadline—July 30) June 16—July 30
• Advertise,network,and electronically post in appropriate venues
• Send Candidate Profile to 300-400 industry professionals
• Post opportunity on firm's web site,as well as Glendale's site,ICMA,etc.
• Search for/identify/recruit individuals within the parameters of the Candidate Profile
• Respond to all inquiries and acknowledge all resumes received in a timely manner
IV. Preliminary Interviews/Recommendation July 31—August 14
Recommendation of Candidates:August 14(On Site#2)
• Review resumes and supplemental questionnaires
• Conduct preliminary interviews with leading candidates
• Conduct Internet research and credit/criminal checks
• Present written recommendation of finalists to Glendale
• Notify all candidates of search status
V. Final Interviews/Selection August 15—August 28
Finalist Interview Process:August 28(On Site#3)
• Schedule finalist interviews
• Design process and facilitate finalist interviews with Glendale
• Assist Glendale throughout process and provide recommendations
• Glendale selects candidate or leading 2-3 candidates for further consideration
• Glendale conducts second interview process.
VI. Qualification August 29—September 4
• Conduct thorough background and reference checks on leading candidate
• Negotiation assistance
• Exceed expectations and successfully place candidate who"fits."
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EXHIBIT C
Services Agreement
COMPENSATION
NOT-TO-EXCEED AMOUNT
The total amount of compensation paid to Consultant for full completion of all work required by the Project during
the entire term of the Project must not exceed$27,000.00.
DETAILED PROJECT COMPENSATION
Compensation will be paid in installments,as provided in the Professional Fee and Expenses attachment hereto.
PROFESSIONAL FEE AND EXPENSES
Professional Fee -
Our all-inclusive professional fee to conduct the recruitment of the Assistant City Manager is$27,000. One-third of this
fee is due as a retainer upon execution of the agreement. The remainder of the fee will be divided and billed in two
separate,monthly invoices.
If an additional candidate from this recruitment process is selected for another position within your organization within
one year of the close of the recruitment,a fee of 30%of the professional fee will be due to Peckham&McKenney.
Expenses
Examples of the expenses included in our all-inclusive professional fee are out-of-pocket costs associated with
administrative support/printing/copying/postage/materials, consultant travel, advertising, telephone/technology, and
background checks (partial checks on recommended candidates; full background check on selected candidate).
Additional expenses incurred due to requested additional meetings as well as full background checks on more than
one candidate will be billed accordingly.
Insurance
Peckham & McKenney carries Professional Liability Insurance ($1,000,000 limit), Commercial General Liability
Insurance ($2,000,000 General Liability, and $4,000,000 Products) and Automobile Liability Insurance
($1,000,000). Our Insurance Broker is Wells Fargo Insurance, Inc., Charlotte,NC, and our coverage is provided by
Sentinel Insurance Company and Hiscox Insurance Co.Limited.