HomeMy WebLinkAboutAgenda Report - September 14, 2004 D-01 SMAGENDA ITEM D-1
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AM CITY OF LODI
• COUNCIL COMMUNICATION
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AGENDA TITLE: Discussion and possible action regarding the draft recruitment brochure for the
position of city manager
MEETING DATE: September 14, 2004
PREPARED BY: City Clerk
RECOMMENDED ACTION:
BACKGROUND INFORMATION:
FUNDING: NIA
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Discussion and possible action regarding the draft recruitment
brochure for the position of city manager.
This item appears on the agenda at the request of Mayor Hansen.
Susan J. Blackston
City Clerk
APPROVED:
Janet S. Keeter, Interim City Manager
counditouncan/CMlntedmComp.doc
DRAFT
THE CITY OF LODI
IS SEEKING
A CITY MANAGER
THE COMMUNITY
Located in the heart of California's Central Valley between Sacramento and
Stockton, Lodi is an attractive and active community of 60,500 residents situated
along the Mokelumne River in San Joaquin County. The Lodi area was first
settled in 1857. Early residents provided land for the construction of what was
named as "Mokelumne Station" for the Central Pacific Railroad in 1869. By 1870
the community had a school, several businesses and more than 60 homes. The
area thrived as the center of a highly productive agricultural area, and in 1874 the
town was renamed "Lodi". The citizens of Lodi voted in 1906 to incorporate as a
general law city.
The Lodi area includes more than 300,000 acres of rich agricultural lands. The
crop pattern is widely diversified and includes vineyards and orchards of walnuts,
cherries, and almonds. Approximately 80,000 acres of area vineyards produce a
wine grape crop valued at more than $300 million. Wineries including Robert
Mondavi, E & J Gallo, Sutter Home, Glen Ellen and others rely on grapes grown
in the region. Nearly 40% of California's premium wine grapes are grown in this
region, making Lodi the "Wine grape Capital of the World". Lodi is also home
to many other active businesses. Major manufacturing employers in the
community include General Mills, Pacific Coast Producers, Lodi Fab Industries,
Valley Industries and RM Holz.
Investing in the community is traditional for Lodi. In 1998 Lodi dedicated the 789 -
seat performing arts theater and community center of Hutchins Street Square.
The Square is the product of a dynamic public private partnership converting 10 -
acre, former high school site into a cultural, business and recreation center for
the community. This was a passionate project of the community with hundreds of
volunteers and private donations. The City has also invested over $50 million into
major segments of its downtown and central city in recent years to further
enhance the City's commitment to an unparalleled quality of life. Additionally, the
City developed a new City Council Chambers and renovated its City Hall within
the last 10 years.
Lodi is oriented toward the family. Voter approved grow limitations, well-planned
growth, and keeping up with necessary infrastructure needs have helped Lodi
attract and build families. Crime rates are low. The schools are clean, safe and
have a good reputation. Citizens are active, participate in community issues and
volunteer their time to many civic causes. Similarly, the City has developed
excellent working relationships with numerous organizations such as the
Chamber of Commerce, Hutchins Square Foundation, Lodi Unified School
District, Lodi Wine and Visitors Bureau, and other to make significant progress on
issues of mutual interest.
Tree lined streets in a variety of old and new neighborhoods with well -kept
homes characterize Lodi. Residents take pride in the City's small town charm
and actively support community activities. The City has over 350 acres of
parkland at 25 sites through the community. The "crown jewel" of the system is
40 acre Lodi Lake Park — a complement to the area's many outdoor recreational
venues and the Delta waterway system. Lodi is 90 miles east of San Francisco,
and provides a central location to the many attractions of the Sierra Nevada and
Northern California.
CITY GOVERNMENT
The City Council is seeking the City's fourth City Manager since 1948.
Lodi is a general law city pursuant to California law, and operates under the
council-manager form of government. Five City Council members are elected at
OA,
large for four-year, overlapping terms. The Mayor is selected by and from the
Council for a one-year term. The City Council appoints the City Manager, City
Attorney, City Clerk and City Treasurer; as well as the members of the City's six
boards and commissions -Arts, Library, Planning, Recreation, Senior Citizen and
Youth, as well as other committees and task forces.
The City of Lodi provides a full array of municipal services including police; fire;
water, wastewater; public works; parks and recreation; library; planning;
economic development; public transit, and traditional internal management
support functions. The City also operates the community's electrical distribution
system, which provides comparatively low rates to customers and contributes
significantly to the City's operating budget. The City has a FY04-05 operating
budget of $101 million, and a $27 million current year capital improvement
budget.
CITY MANAGER
Reporting to the City Council, the City Manager serves as the administrative
head of the City under the direction of the City Council. Powers and duties of the
City Manager are outlined in the City Code and include carrying out policies of
the City Council, preparing and administering the city budget, coordinating major
City projects and initiatives, and appointing and removing department heads.
Members of the City's Executive Management Team reporting directly to the City
Manager include the Deputy City Manager, Police Chief, Fire Chief, Electric
Utility Director, Public Works Director, Community Development Director, Park
and Recreation Director, Finance Director, and Human Resources Director.
CURRENT ISSUES AND PRIORITIES
Current issues and priorities to be addressed by the City Manager include:
t1
Financial Management— Like nearly all California local agencies, the
City has been working to maintain high quality services during the State's
budget difficulties and related economic uncertainty. Addressing increased
costs with a limited ability to increase revenues has required the City to
make cutbacks and temporarily rely on use of accumulated reserves. The
City Manager will lead efforts with the City Council and staff to find
solutions that balance the budget, rebuild reserves, and keep valuable
services operating effectively.
Community Development— The City has achieved good success in
efforts to bring new businesses and tourism to the community. Next year
the City will begin efforts to update its General Plan where related issues
as designating more land for future business development, creating a
greenbelt between Lodi and Stockton, and maintaining the City's focus on
families will be addressed.
Groundwater Cleanup — Since the late 1990s the City has been engaged
in an environmental enforcement effort to cleanup soil and groundwater
contamination in and around its downtown core area. The effort is
currently in litigation with numerous property owners, businesses and to
determine and apportion liability, and to address related financing issues.
With a recent change in the City's legal team and approach, the City is
working to move the effort forward so that cleanup efforts can begin. Along
with the City Attorney, the City Manager will play a lead role in bringing the
effort to a successful conclusion.
Community Facilities — While the City has made major progress on
creating and improving community facilities in recent years, additional
needs still exist. For example, residents are seeking a new aquatics and
indoor sports center, as well as a new animal shelter. The City Manager
will assist the City Council in determining appropriate ways to finance
these improvements and see them through to completion.
E
THE IDEAL CANDIDATE
The ideal candidate will be a seasoned general management professional or top-
level assistant manager with significant experience in a comparably sized
organization, and has extensive knowledge in financial management, economic
development, and community development. This strong, self confident and
energetic leader will bring exceptional interpersonal, communication, and
negotiation skills to the position; be visible in and involved with an active
community; and work closely and effectively with a talented City staff. The new
City Manager will develop a strong relationship with the City Council based on
partnership, mutual trust, respect, regular and candid communication, and equal
treatment of all members. City/local government management experience is
desirable, but not required. Electrical power management experience is also
desirable.
Education
The successful candidate will have a Bachelor's degree in public or business
administration or related field, or its equivalent. A Master's degree in a related
filed is desirable.
Leadership and Management Style
oo An effective, service oriented manager who respects employees, holds the
organization accountable, and cultivates high morale.
oo Someone who will develop a strong identity with the Lodi community, its
citizenry and unique characteristics.
Competencies and Personal Characteristics
In addition to the above qualifications, the City Manager will also:
oo Possess integrity, a strong sense of ethics, and the courage of his/her
convictions
6
oo Maintain and enhance the City's financial health; manage City resources
wisely.
oo Be able to learn quickly
oo Be visible in the community
oo Be collaborative; values input from others
oo Be an intelligent, strategic thinker
oc Possess a strong work ethic
oo Be a facilitator of consensus and collaboration
oo Be a people person; accessible and approachable
oo Be a creative problem solver
oo Use a team approach to management, and lead by example
oo Serve impressively as City spokesperson when necessary
oo Be calm under pressure; thick skinned; and possesses a good sense of
humor
oo Be politically astute, yet apolitical
For additional information about the City of Lodi visit its website at www.lodi.gov.
COMPENSATION AND BENEFITS
The salary for the City Manager is open and negotiable based on the
qualifications of the successful candidate. The City offers an attractive benefit
package, certain elements of which are negotiable, that include:
PERS Retirement - Employees participate in the Public Employees
Retirement System (PERS) 2% @ 55 plan; the City pays the employee's
7% contribution. The City does not participate in Social Security.
Medical Insurance — The City provides executive management
employees fully paid family medical and pharmaceutical insurance.
Dental, Vision Insurance — The City provides executive management
employees fully paid family dental and vision insurance with deductible
and/or co-insurance features.
Holidays — The City observes 8.5 days annually, and provides 4
additional floating holidays.
Vacation Leave — The City's executive management vacation leave
earning schedule varies based on appointment date and length of service
up to 15-25 days per year.
Sick Leave — New City executive management appointees earn 10 days
sick leave per year.
Administrative Leave — 10 days per year with limited cash out possible.
Life Insurance — City paid term life plan up to $150,000; additional
accident insurance also provided.
Long Term Disability Insurance — City provides limited coverage
coordinated with other benefits.
Flexible Spending Account (Section 125 Plan)— Available
Annual Physical Examination — City reimburses costs not covered by
medical insurance.
7
APPLICATION PROCESS AND RECRUITMENT SCHEDULE
To be considered for the position, please submit a resume, and cover letter with
current salary and the names of three work-related references by Friday,
October 15, 2004 to:
Kris Kristensen
CPS EXECUTIVE SEARCH
241 Lathrop Way
Sacramento, CA 95815
916 / 263-1401
Fax: 916 / 561-7205
Email: resumes@cps.ca.gov
CPS ES web site: www.cps.ca.gov/search
Following the filing date, resumes will be screened in relation to the criteria
outlined in this brochure. Candidates with most relevant qualifications will be
given preliminary interviews by the consultants in late October. Candidates
appearing best suited for the City will be reported to the City Council. The
Council is expected to select 6-8 candidates to participate in interviews in Lodi in
mid November. An offer of appointment is anticipated in early December
following final interviews, as well as full reference and background checks.
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Located in the heart of California's Central Valley between
Sacramento and Stockton, Lodi is an attractive and active
community of 60,500 residents situated along the
Mokelumne River in San Joaquin County. The Lodi area was
first settled in 1857. Early residents provided land for the
construction of what was named as "Mokelumne Station" for
the Central Pacific Railroad in 1869. By 1870 the
community had a school, several businesses and more than
60 homes. The area thrived as the center of a highly
productive agricultural area, and in 1874 the town was
renamed "Lodi". The citizens of Lodi voted in 1906 to
incorporate as a general law city.
The Lodi area includes more
than 300,000 acres of rich
agricultural lands. The crop
pattern is widely diversified
and includes vineyards and
orchards of walnuts, cherries,
and almonds. Approximately
80,000 acres of area vineyards
produce a wine grape crop
valued at more than $300
million. Wineries including
Robert Mondavi, E & J Gallo,
Sutter Home, Glen Ellen and
others rely on grapes grown in
the region. Nearly 40% of
California's premium wine
grapes are grown in this
region, making Lodi the "Wine Grape Capital of the
World". Lodi is also home to many other active businesses.
Major manufacturing employers in the community include
General Mills, Pacific Coast Producers, Lodi Fab Industries,
Valley Industries and Holz Rubber Company.
Investing in the community is traditional for Lodi. In 1998
Lodi dedicated the 789 -seat performing arts theater and
community center of Hutchins Street Square. The Square is
the product of a dynamic public private partnership
converting a 10 -acre, former high school site into a cultural,
business and recreation center for the community. This was
a passionate project of the community with hundreds of
volunteers and private donations. The City has also invested
over $5 million into major segments of its downtown and
central city in recent years to further enhance the City's
commitment to an unparalleled quality of life. Additionally,
the City developed a new City Council Chambers and
renovated its City Hall within the last 10 years.
Lodi is oriented toward the family. Voter approved growth
limitations, well-planned growth, and keeping up with
necessary infrastructure needs have helped Lodi attract and
build families. Crime rates are low. The schools are clean,
safe and have a good reputation. Citizens are active,
participate in community issues and volunteer their time to
many civic causes. Similarly, the City has developed
excellent working relationships with numerous
organizations such as the Chamber of Commerce, Old Lodi
Union High School Foundation, Lodi Unified School
District, Lodi Conference & Visitors Bureau, Downtown
Lodi Business Partnership, service clubs, and others to make
significant progress on issues of mutual interest.
Tree lined streets in a variety of old and new neighborhoods
with well -kept homes characterize Lodi. Residents take pride
in the City's small town charm and actively support
community activities. The City has over 350 acres of
parkland at 25 sites through the community. The "crown
jewel" of the system is 40 acre Lodi Lake Park — a
complement to the area's many outdoor recreational venues
and the Delta waterway system. Located within a three hour
drive or less from Lake Tahoe, Yosemite, Monterey, Santa
Cruz and San Francisco, Lodi residents enjoy the benefits of
easy access to Northern California's major attractions.
The City Council is seeking the City's fourth City Manager
since 1948.
Lodi is a general law city pursuant to California law, and
operates under the council-manager form of government.
Five City Council members are elected at large for four-year,
overlapping terms. The Mayor is selected by and from the
Council for a one-year term. The City Council appoints the
City Manager, City Attorney, City Clerk and City Treasurer;
as well as the members of the City's six boards and
commissions - Arts, Library, Planning, Recreation, Senior
Citizen and Youth, as well as other committees and task
forces.
The City of Lodi provides a full array of municipal services
including police; fire; water; wastewater; public works; parks
and recreation; library; planning; economic development;
public transit, and traditional internal management support
functions. The City also owns and operates the community's
electrical distribution system, which provides comparatively
low rates to customers and contributes significantly to the
City's operating budget. The City has a FY04-05 operating
budget of $101 million, and a $27 million current year
capital improvement budget. The City also has
approximately 500 volunteer workers assisting in all areas of
the City.
Reporting to the City Council, the City Manager serves as
the administrative head of the City under the direction of the
City Council. Powers and duties of the City Manager are
outlined in the City Code and include carrying out policies
of the City Council, preparing and administering the city
budget, coordinating major City projects and initiatives, and
appointing and removing department heads.
Members of the City's Executive Management Team
reporting directly to the City Manager include the Deputy
City Manager, Police Chief, Fire Chief, Electric Utility
Director, Public Works Director, Community Development
Director, Park and Recreation Director, Finance Director,
Human Resources Director, and Community Center
Director.
Current issues and priorities to be addressed by the City
Manager include:
Financial Management — Like nearly all California local
agencies, the City has been working to maintain high quality
services during the State's budget difficulties and related
economic uncertainty. Addressing increased costs with a
limited ability to increase revenues has required the City to
make cutbacks and temporarily rely on use of accumulated
reserves. The City Manager will lead efforts with the City
Council and staff to find solutions that balance the budget,
rebuild reserves, and keep valuable services operating
effectively.
Community Development — The City has achieved good
success in efforts to bring new businesses and tourism to the
community. Next year the City will begin efforts to update
its General Plan where related issues as designating more
land for future business development, creating a greenbelt
between Lodi and Stockton, and maintaining the City's focus
on families will be addressed.
Groundwater Cleanup — Since the late 1990s the City has
been engaged in an environmental enforcement effort to
cleanup soil and groundwater contamination in and around
its downtown core area. The effort is currently in litigation
with numerous property owners and businesses to
determine and apportion liability, and to address related
financing issues. With a recent change in the City's legal
team and approach, the City is working to move the effort
forward so that cleanup can begin. Along with the City
Attorney, the City Manager will play a lead role in bringing
the effort to a successful conclusion.
Community Facilities — While the City has made major
progress on creating and improving community facilities in
recent years, additional needs still exist. For example,
residents are seeking a new aquatics and indoor sports
center as well as a new animal shelter. The City Manager will
assist the City Council in determining appropriate ways to
finance these improvements and see them through to
completion.
The ideal
candidate will be
a seasoned
general
management
professional or
top-level assistant
manager with
significant
experience in a
comparably sized
organization, and
has extensive
knowledge in financial management, economic
development, and community development. This strong, self
confident and energetic leader will bring exceptional
interpersonal, communication, and negotiation skills to the
position; be visible in and involved with an active
community; and work closely and effectively with a talented
City staff. The new City Manager will develop a strong
relationship with the City Council based on partnership,
mutual trust, respect, regular and candid communication,
and equal treatment of all members. City/local government
management experience is desirable, but not required.
Electrical power management experience is also desirable.
Education
The successful candidate will have a Bachelor's degree in
public or business administration or related field, or its
equivalent. A Master's degree in a related field is desirable.
Leadership and Management Style
• An effective, service oriented manager who respects
employees, holds the organization accountable, and
cultivates high morale.
• Someone who will develop a strong identity with the Lodi
community, its citizenry and unique characteristics.
Competencies and Personal Characteristics
In addition to the above qualifications, the City Manager will
also:
• Possess integrity, a strong sense of ethics, and the courage
of his/her convictions
• Maintain and enhance the City's financial health; manage
City resources wisely
• Be able to learn quickly
• Be visible in the community
• Be collaborative; values input from others
• Be an intelligent, strategic thinker
• Possess a strong work ethic
• Be a facilitator of consensus and collaboration
• Be a people person; accessible and approachable
• Be a creative problem solver
• Use a team approach to management, and lead by
example
• Serve impressively as City spokesperson when necessary
• Be calm under pressure; thick skinned; and possess a
good sense of humor
• Be politically astute, yet apolitical
For additional information about the City of Lodi visit its
website at www.lodi.eov.
contribution.
Security
The salary for the City
Manager is open and
negotiable based on the
qualifications of the
successful candidate. The
City offers an attractive
benefit package, certain
elements of which are
negotiable, that include:
PERS Retirement —
Employees participate in
the Public Employees
Retirement System
(PERS) 2% @ 55 plan;
the City pays the
employee's 7%
The City does not participate in Social
Medical Insurance — The City provides executive
management employees paid family medical and
pharmaceutical insurance with a nominal employee
contribution.
Dental, Vision Insurance — The City provides executive
management employees fully paid family dental and vision
insurance with deductible and/or co-insurance features.
Holidays — The City observes 8.5 days annually, and
provides 4 additional floating holidays.
Vacation Leave — The City's executive management
vacation leave earning schedule varies based on appointment
date and length of service up to 15-25 days per year.
Sick Leave — New City executive management appointees
earn 10 days sick leave per year.
Administrative Leave — 10 days per year with limited cash
out possible.
Life Insurance — City paid term life plan up to $150,000;
additional accident insurance also provided.
Long Term Disability Insurance — City provides limited
coverage coordinated with other benefits.
Flexible Spending Account (Section 125 Plan) — Available
Annual Physical Examination — City reimburses costs not
covered by medical insurance.
To be considered for the position, please submit a resume,
and cover letter with current salary and the names of three
work-related references by Friday, October 15, 2004 to:
4M
Executive 'eareb
Kris Kristensen
CPS EXECUTIVE SEARCH
241 Lathrop Way
Sacramento, CA 95815
916 / 263-1401
Fax: 916 / 561-7205
Email: resumes@cps.ca.gov
CPS ES web site: www.cps.ca.gov/search
Following the filing date, resumes will be screened in
relation to the criteria outlined in this brochure. Candidates
with most relevant qualifications will be given preliminary
interviews by the consultants in late October. Candidates
appearing best suited for the City will be reported to the
City Council. The Council is expected to select 6-8
candidates to participate in interviews in Lodi in mid
November. An offer of appointment is anticipated in early
December following final interviews, as well as full reference
and background checks.