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Home My WebLink About4 Executive Recruitment Services Agenda Item # 4 3 TRUCKEE DONNER Public Utility District To: Board of Directors From: Nancy Waters, Human Resources Administrator Date: May 2, 2007 Subject: RFP for Executive Recruitment Services WHY THIS MATTER IF BEFORE THE BOARD: This matter is before the Board for the approval of a Request for Proposal (RFP) to secure the services of an executive search firm to fill the upcoming General Manager vacancy. HISTORY: The Board held a special meeting on April 26t" to discuss the RFP. President Taylor has extensive experience with RFP's and had suggestions on improving the wording in the "Scope of Services" section. He was also concerned about limiting the maximum number of pages in the submitted proposals. Director Sutton wanted additional firms included on the list of potential consultants. NEW INFORMATION: I incorporated Director Taylor's suggestions into the attached version of the RFP. I also included several more executive search firms on the list that is attached. RECOMMENDATION: 1) Approve the attached RFP for executive recruitment services to fill the upcoming General Manager vacancy. 2) Authorize staff to send the RFPs to executive search firms with a return date no later than June 1 sc TRUCKEE DONNER PUBLIC UTILITY DISTRICT REQUEST FOR PROPOSAL (RFP) EXECUTIVE RECRUITMENT SERVICES May 4, 2007 INTRODUCTION The Board of Directors (Board) of the Truckee Donner,.Public Utility District (District) is requesting proposals for professional services to provide executive search services to fill the upcoming General Manager,Vacancy. The search for a General Manager is necessary due to the impnding retirement of the current General Manager after 23 years with the District. The District operates as a special district of the State of California'providing electric and water service in the Truckee area. All electricity provided by the District is purchased from other outside sources. The District has its own water sources and pumps directly to the customers. There are approximately 12,000 customers and currently the District employees 67 staff members. The District is governed by a five-member Board, which establishes District policy and appoints the General Manager to provide leadership, direction and guidance to District staff. The General Manager is responsible for all aspects of the day-to-day administration and operation of the District. SCOPE OPSERVICES The following provides an anticipated scope of services for the search of a new General Manager. The 'consultant is encouraged to expand on this scope as it deems necessary based: on previous experience. The services will include at a minimum, the,following: • Meeting with the Board to develop specifications for the position and updating the job description to create a desired candidate profile. • The development and preparation of a recruitment brochure. • Advertising in appropriate publications, including internet sites. • Identification of qualified candidates. • Preliminary screening and interviewing of qualified candidates for presentation to the Board; and • Negotiations with the final candidate. Page 1 of 3 PROPOSAL REQUIREMENTS To be considered for professional services, the consultant's proposal shall include the following: The proposal shall be a maximum of fifteen (15) pages, plus appendix material. A typical proposal submittal may be as described below. The consultant may alter the section page limits described below to customize their proposal but may not alter the overall page limitation. • Transmittal letter (1 page): Include any information believed to highlight the proposal or any key considerations for the selection committee to consider not covered in the proposal requirements. • Firm Qualifications (4 pages): Provide a general overview of the firm and its qualifications, capabilities, and capacity to complete the project. • Firm experience (5 pages): Provide information on the firm's experience pertinent to other General Manager, or similar, executive searches, including references. Consultants who have worked previously for similar special districts will be looked upon favorably, • Firm Key Personnel (2 pages): Provide information on key personnel or staff in the firm who would, be involved, in the process, including descriptions of their relevant,experience. Resumes can be placed in the Appendix and will not be included in the Proposal page limitation. • Approach (3 pages);A,general;staternent, based on experience, as to how the firm would.,approach the process, including estimated timelines, and how they would work together wiM the Board of Directors towards final appointment of a successful candidate. • Appendix materials may be= provided, but is not required other than specifically identified; in addition to the fifteen (15) pages proposal limit. Appendix material, if,submitted, should be limited to resumes of key staff and other relevant information to the scope of services. • The firm shall coordinatd activities through the Board of Directors and Human Resources Administrator. • All proposals shall include identification of costs and a payment schedule (including all direct, out-of-pocket expenses such as travel, long distance telephone, `'photocopying, postage and office support, as applicable) in a separate sealed envelope. This is not a part of the fifteen (15) page limitation. • The Board of Directors reserves the right to reject any and all proposals. Page 2 of 3 PROPOSAL SUBMITTALS Interested parties shall submit six (6) copies of their Proposal to the District by no later than 3:00 p.m. on Friday, June 1, 2007. The Proposal shall be presented in a sealed envelope labeled "General Manager Executive Search Proposal" and addressed to: Truckee Donner Public Utility District Board of Directors P.O. Box 309 Truckee, CA 96160 Attn: Nancy Waters Phone: (530) 582-3903 Fax: (530) 587-5056 Email: Nancywaters@tdoud.org Accompanying Cost Proposal shall be labeled and provided in' i :, separate sealed envelope. OTHER INFORMATION The District declares that it will incur no financial obligation for any costs by any company in the preparation of this proposal. The Board of Directors will evaluate each submitted proposal to select which firms will be invited for an on-site presentation of their proposal. Such a presentation will be at the vendor's expense and will provide an opportunity for the firm to clarify its proposal to ensure a thorough mutual understanding._ Page 3 of 3 Ralph Andersen & Associates Mycoff & Associates 5800 Stanford Ranch Road, Suite 410 12935 US Highway 285 Rocklin, CA 95765 Conifer, CO 80433 916.630.4900 303.607.5455 www.ralphandersen.com mycoff associates.com Avery Associates Alliance Resource Consulting 31/2 N. Santa Cruz Ave., Suite A One World Trade Center Lost Gatos, CA 95030 Suite 1155 408.399.4424 Long Beach, CA 90831 www.avervassoc.net 562.901.0769 www.allianceresourceconsulting.com Bob Murray & Associates Teri Black & Company 1677 Eureka Road, Suite 202 Roseville, CA 95661 916.784.9080 310.377.2612 www.bobmurrayassoc.com www.tbcrecruiting.com Koff & Associates The Mills Group 6400 Hollis Street, Suite 5 2314 North Olive Lane Everyville, CA 94608 Santa Ana, CA 92706 510.658.5633 714.972.1894 www.KoffAssociates.com www.themillsgroup.net CPS The Mercer Group 241 Lathrop Way P.O. Box 546 Sacramento, CA 95815 Weimar, CA 95736 800.822.4277 530.637.4559 www.cos.ca.gov Peckham and McKenney The Davis Group 6700 Freeport Blvd., Suite 203A 555 University Ave., Ste. 116 Sacramento, CA 95822 Sacramento, CA 95825 916.391.2233 916.567.9540 www.peckhamandmckenney.com www.davisco.org L.B. Hayhurst & Associates, Inc. Roberts Consulting Group 27 Commercial Blvd., Suite C 41905 Boardwalk, Suite T-345 Novato, CA 94949 Palm Desert, CA 92211 415.884.0544 760.200.4343 www.human-resource.com