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01-31-2019 - Workshop - Interim City Manager Interviews City of Edgewater 104 N.Riverside Drive Edgewater,FL 32132 a. EDGEWATER Meeting Minutes City Council Mike Thomas,.Mayor Christine Power,District I VACANT,Dis&icr 3 Megan O'Keefe,Dimity 3 Gary T.Conroy,Dirties 4 Thursday,January 31,2019 1:00 PM Cnuucil Chambcrr WORKSHOP-Interim City Manager Interviews 1. CALL TO ORDER ROLL CALL Present: 4- Mayor Mike Thomas,Councilwoman Christine Power,Councilwoman Megan O'Keefe,and Councilman Gary Cranny Also Present: 2. Brenda Dewees,and City Clerk/Pandegal Robin Matusick Note Councilwoman O Keefe arrived at 1:02 pm 2. PRESENTATIONS-INTERVIEWS a. AR-2019-3988 Interim City Manager Interview-Croteau,Jamie This interview was read into the record. Meeting went into Recess at 1:57 pm Meeting Reconvened at 2:03 pm b. AR-2019-3989 Interim City Manager Interview-McNees,Michael This interview was read into the record. 3. ADJOURN There being no farther business to discuss, Councilman Conroy made a motion to adjourn the meeting at 3:07p.m. Minutes submitted by: Kelsey Arcieri,Assistant to the City Clerk an ofa4ra"o Pugrt rr m!.Vin019 City Council Meeting Minutes January 31,2019 ATTEST. _ �yR Robin Matasick, City Clerk/Paralegal \ Mike Thom , Mayor 6'ry oJEdgewab PW2 PriMN on Ufaal9 Sample Interview Questions Updated January 2015 The following are questions that have been derived from the Florida Senior Advisors and from ICMA. These general questions should be supplemented by more specific questions related to particular objectives,problems and priorities of the local government. 1. Describe your background and experience.What have been the areas of emphasis? 2. How does your experience qualify you for this position? 3. What do you know about(the city of county)? 4. Have you had experience in all areas of local government service? If you have not had experience in certain fields,what are they?How would you approach management in these areas? S. What particular experience do you have'with respect to budget preparation and finance?Give specific examples of how you addressed cost reduction in your most recent position. 6. What particular experience do you have with respect to personnel,labor relations,including collective bargaining? 7. How do you describe your management style? 8. What is your experience as a supervisor?How many people have you supervised? 9. Have you ever had to terminate an employee?What process did you follow? 10. What are your thoughts with respect to performance evaluation?What process do you follow to set objectives and monitor performance? 11. How will you go about assessing the strengths and weaknesses of the organization and identifying opportunities to improve? 12. How do you approach the planning process?What system do you use to set objectives and priorities? 13. What is important to you in establishing effective working relations in general? 14. How do you view the relationship between the manager and the City/County Council/Commission? How do you view your relationship with departmental heads and local government staff? 15. What techniques have you found to be most successful in assisting local government officials establish and implement long-and short-range goals for the community? 16. To what extent do you believe contact with citizens,neighborhoods and citizens'groups is important?How do you typically handle this responsibility? 17. What experience have you had working on an intergovernmental or interagency basis?Have you worked directly with the state and federal governments?councils of governments and other units of local government? 18. What will your first steps be upon assuming responsibility for this position? What do you hope to accomplish in—in your first year? 19. From your vantage point what do you believe to be the challenges and opportunities facing our organization? How is this likely to change in the future? 20. What are your strengths?How to you use them? 21. What are your weaknesses?How do you overcome them? 22. Where do you want to be five and ten years from now? 23. Why are you interested in this position? 24. What are your expectations with respect to compensation? 25. Do you have questions of us? KB: 5/20/14= Additional Interview Questions from ICMA 1. Briefly tell us about your professional and personal background and your career goals and achievements.❑ 2. Why are you interested in this position,and what do you have to offer the local government organization and the community as a whole?Why do you wish to leave your current position? 3. You have had the opportunity to review and compare yourself with the recruitment profile,to review background materials on the municipality,and to visit our municipal facilities and community.What are your candid reactions and observations?Are there any city/county/town/village operations with which you have not had previous experience?Any concerns at all about our community or operations? 4. How would you characterize your management style as it relates to your interaction with the mayor,council members,tounty board, staff,employees, and citizens?❑ A.What things are most important to you in a work situation?E B. How do you prefer to work: alone or as part of a team?❑ C. How do you keep informed about projects you have delegated?E D. How do you keep informed about employee morale?❑ S. How do you deal with a large municipal organization such as we have here to ensure that municipal departments are responsive to the needs and requests of elected officials and citizens?E A.How many employees have you managed/super-vised in your previous positions)?❑ B.How do you assess the strengths and weak-nesses of an organization?How do you identify opportunities to improve the organization?[] C. How do you motivate, develop,and retain a professional staff?E D. Do you stand up strongly for your personal or staff recommendations?E E. How do you feel about performance evaluation?What process do you employ to set objectives and monitor performance?❑ F.What is your philosophy on employee development?❑ G. Have you ever had to terminate an employee?What process did you follow?[] H.What experience do you have with labor relations? 9. How do you go about motivating the council,staff,and community groups toward working together for achievement of goals and objectives that are in the overall best interest of the community?-- 10. How do you keep the mayor and council informed of municipal activities and operations? 11. How do you carry out the governing body's policy decisions and directions?[] 12. How do you determine when to seek the advice of the governing body?❑ 13. What do you do if you seriously disagree with a decision of the governing body? 14. How would the staff be involved with the mayor,council committees, individual council members,citizens,and community groups?[] 15. In terms of effective financial management activities,what has been your experience in capital improvements programming,goal setting,performance budgeting, financial forecasting, development of alternative sources of revenue,and similar activities?How about bond rating successes?[] 16. What specific experience have you had involving high growth in communities you have served?E 17. What experience have you had in intergovernmental relations?❑ 18. What skills and experience do you have in maintaining a strong and comprehensive public relations effort and projecting a positive image of the city government and community image? 19. How do you work with the media?❑ 20. Do you have an overall philosophy or strategy regarding economic development?❑ 21. What technological innovations have you introduced in previous positions?❑ 22. How do you relate to citizens and citizen groups?7 23. What do you consider to be your strongest abilities as a public administrator?Ll A. What skills are you seeking to improve?❑ B. What are your major weaknesses?[] C. What is the toughest management problem that you have ever faced?[] D. What can you offer us that others can't?[] E. What are your career goals,your future plans?[] F. In your last position,what did you like the most? What did you like the least?❑ G. Why should we hire you?❑ H. What decisions are most difficult for you?❑ 1. What are the reasons for your success?❑ 24. Should we decide on you as our final selection and check you out with past employers, employees,and community leadership,what would we hear? 25. Are there any activities or incidents in your background that may reflect negatively on your performance or that would be awkward or embarrassing to us or you,if disclosed publicly?Are there any such concerns or circumstances that we should be aware of or discuss at this time?[] 26. Have you ever been terminated? If yes,please elaborate. 27. Have you or any organization you have served been the subject of litigation over matters pertaining to civil rights violations, sexual harassment, or any similar subjects?❑ 28. We've asked you questions for a good time now; what questions do you have for us?What matters need further discussion?Please be candid. 29. Should you be offered our position,what would be your availability?What is your salary expectation?Would we need to agree on any conditions of employment(employee agreement,severance pay, or relocation assistance)? Source: ICMA, JOB HUNTING HANDBOOK FOR LOCAL GOVERNMENT MANAGERS, 2014, Page 43. KB: 1/14/15 Doran Sims Wolfe Ciocchetti ;Yoon e Attorneys at Law MEMORANDUM TO: Mayor Michael Thomas Councilwoman Christine Power Councilwoman Megan O'Keefe Councilman Gary Comoy CC: Brenda Dewees, Interim City Manager Robin Matusick, City Clerk/Paralegal FROM: Aaron R. Wolfe, City Attorney DATE: January 24,2019 RE: Interim City Manager Interviews As you prepare to interview the candidates for the Interim City Manager position, you should be aware that Florida and federal law prohibit certain types of queries. The following described areas of inquiry should be avoided during your interview process: t. g: Do not ask questions which could reveal the age of the candidate. For example, do not ask about dates of birth, dates of degree awards or dates of graduation from an educational program. The Age Discrimination in Employment Act of 1967 protects employees 40 years and older. 29 U.S.C. § 621 et seq. 2. Disability: It is improper to ask questions related to a candidate's health or physical disability. The Americans with Disabilities Act of 1990 prohibits discrimination based upon disability. For example,do not ask if a candidate has ever been hospitalized,takes medication or about a candidate's general health. 3. Religion: Refrain from questions regarding the religious beliefs of the candidate. For example,avoid asking whether a candidate is of a particular religious denomination or would be routinely available for work related projects during a particular Sabbath period. Title VII of the Civil Rights Act of 1964 prohibits employment discrimination based on religion. 42 U.S.C. § 2000 et seq. 4. National Origin and Race: Do not ask questions related to a candidate's national origin or race. For instance,do not ask a candidate for information about their birth city or country. r Memorandum to City Council January 24,2019 Page 2 of 2 Also, do not ask questions regarding the citizenship of candidates. Title VII of the Civil Rights Act of 1964 prohibits employment discrimination based on national origin and race. 5. Gender:Avoid questions which appear to discriminate based upon gender or private family matters. For example, avoid asking questions which deal with the applicant's ability to balance the demands of family life and the workplace or a candidate's plans for raising children or marriage. Also avoid questions regarding pregnancy,gender identity and sexual orientation. Title VII of the Civil Rights Act of 1964 prohibits employment discrimination based on gender. 6. Marital Status: Refrain from questions which may reveal the marital status of the candidate. For instance, do not ask questions eliciting information about a candidate's spouse. Section 760.11, Fla. Stat., provides that it is not permissible for employers to discriminate based upon marital status. 7. Organized Labor:Avoid questions which may reveal a candidate's prior or current union involvement. Please do not hesitate to contact me should you have any questions or concerns. ARW:kl Doran Sims Wolfe CiocchettiYoon Attorneys at Law6 MEMORANDUM TO: Mayor Michael Thomas Councilwoman Christine Power Councilwoman Megan O'Keefe Councilman Gary Conroy CC: Brenda Dewees,Interim City Manager Robin Matusick,City Clerk/Paralegal FROM: Aaron R.Wolfe,City Attorney DATE: January 24,2019 RE: Interim City Manager Interviews As you prepare to interview the candidates for the Interim City Manager position, you should be aware that Florida and federal law prohibit certain types of queries. The following described areas of inquiry should be avoided during your interview process: 1. Age: Do not ask questions which could reveal the age of the candidate. For example, do not ask about dates of birth, dates of degree awards or dates of graduation from an educational program. The Age Discrimination in Employment Act of 1967 protects employees 40 years and older. 29 U.S.C. §621 et seq. 2. Disability: It is improper to ask questions related to a candidate's health or physical disability. The Americans with Disabilities Act of 1990 prohibits discrimination based upon disability. For example,do not ask if a candidate has ever been hospitalized,takes medication or about a candidate's general health. 3. Religion: Refrain from questions regarding the religious beliefs of the candidate. For example,avoid asking whether a candidate is of a particular religious denomination or would be routinely available for work related projects during a particular Sabbath period. Title VII of the Civil Rights Act of 1964 prohibits employment discrimination based on religion. 42 U.S.C. § 2000 et seq. 4. National Origin and Race: Do not ask questions related to a candidate's national originorrace. For instance,do not ask a candidate for information about heir birth city or country. Memorandum to City Council January 24,2019 Page 2 of 2 Also, do not ask questions regarding the citizenship of candidates. Title VII of the Civil Rights Act of 1964 prohibits employment discrimination based on national origin and race. 5. Gender:Avoid questions which appear to discriminate based upon gender or private family matters. For example, avoid asking questions which deal with the applicant's ability to balance the demands of family life and the workplace or a candidate's plans for raising children or manage. Also avoid questions regarding pregnancy,gender identity and sexual orientation. Title VII of the Civil Rights Act of 1964 prohibits employment discrimination based on gender. 6. Marital Status: Refrain from questions which may reveal the marital status of the candidate. For instance, do not ask questions eliciting information about a candidate's spouse. Section 760.11, Fla. Stat.,provides that it is not permissible for employers to discriminate based upon marital status. 7. Organized Labor: Avoid questions which may reveal a candidate's prior or current union involvement. Please do not hesitate to contact me should you have any questions or concerns. ARW:kl EDGEWATER POLICE DEPARTMENT INTEROFFICE MEMORANDUM PRE-EMPLOYMENT BACKGROUND INVESTIGATION DATE: January 30,2019 TO: Banda Dewees, Interim City Manager FROM: Lieutenant Aaron Soltz,Office of Professional Standards APPLICANT PROFILE APPLICANT Jamie Holland Croteau D.O.B February 9, 1962 ADDRESS 455 North East 2V Street Boca Raton, FL 33431 PHONE P060-7755 anager INTITIAL INVESTGATION This investigator was assigned to conduct a pre-employment background investigation on the above applicant, Jamie Holland Croteau, w%o has applied for the position of city manager. The applicant is currently employed with the City of Boca Raton as their Director of Management Services. Croteau is under a separation agreement with the City of Boca Raton through April of 2019.The applicant resides at 455 North East 291h Street Boca Raton, Florida. CRIMINAL HISTORY CHECK NCICWIOCJIS Check revealed the applicant had no outstanding warrants. CCIS Chea Orange Count —Eviction-061132005—Closed Property Appraiser Search revealed nothinR to be detrimental to the applicant'sjel.j:t Social Media Check Search revealed nothin to be detrimental to thea licant' . Google Search See attached documents. DRIVER LICENSE HISTORY Croteau holds a valid Florida driver's license. The Florida license was issued on September 16, 2011. Crotmu's Florida license will expire on February 9, 2021. The applicants DAVID driving history revealed no previous DUI's and no previous DWLS. RECORDS CHECK LOCAUOUT OF STATE A records check was faxed out to surrounding law enforcement agencies on January 22,2019. Of the agencies that responded,there was nothing detrimental to the applicant's employment. BIRTH CERTIFICATE Cmteau did not provide a birth certificate. EDUCATION Croteau submitted a photocopy of her transcripts from the University of Central Florida indicating she completed the requirements for a master's degree of business administration on December 14. 1987. All documents are included in section four(4)of this case file. MILITARY Croteau indicated she did not serve in the United States military. CREDIT BUREAU Croteau did not provide this investigator with a credit report. 2 EMPLOYMENT CHECKS Croteau listed a total of three(3)previous employers in the Iasi (13) years on her application. Below is a list of current and previous employment references. See section five(5)for further information- City of Ocoee— I/06-4/10 AssisUM Ci M No dery ory Ci of Ci —4110— 12/15 Ci �Mana r See Attached Evaluations Ci of Boca Ratm— 12J15-Present Director M emertt Services No R as of 01/30/19 I i 3 January 5, 2019 Robin Matusick, City Clerk City of Edgewater 104 North Riverside Drive Edgewater, FL 32132 Dear Ms. Matusick: I am writing to express my interest in the position of Interim City Manager for the City of Edgewater, Florida. My municipal experience includes over 20 years of professional service as a Human Resources Administrator, Administrative Services Director, an Assistant City Manager and City Manager. This has provided me with extensive experience in local government management. As an Assistant City Manager in the City of Ocoee and the City Manager in Orange City, I have worked directly with all operating departments. This has given me a broad range of skills and an excellent understanding of city finance. These positions have made me understand the importance of being accessible to the Council, city residents, business owners, and staff. In addition to my management experience, I possess leadership skills and the ability to understand and solve complex issues and problems. I have dealt with difficult budgeting issues, worked on problem resolution for construction projects, overseen risk management/IHigation, restructured departments, and implemented community redevelopment agencies. I believe my diverse local government experience, along with my educational credentials, make me a good fit for the City of Edgewater, and I would welcome the opportunity to discuss this position with you further. I have attached my resume for your consideration. Sincerely, Jamie Croteau 455 NE 29" St Boca Raton, Florida 33431 (407)760-7755 Jamie Croteau City of Ocoee, FL January 2006- March 2010 Assistant City Manager Job Responsibilities: Assistant City Manager in a city of 34,000 with a general fund budget of approximately $34 million and an overall budget of $70 million. Responsible for the joint oversight of Public Works, Fire/Rescue, Police, Utilities, Community Development, Community Relations, Human Resources, Parks/Recreation, Information Technologies, and Finance. Achievements • Implemented the City's first Community Redevelopment Agency • Managed the property acquisition process • Assumed residential garbage service from a private contractor • Coordinated legislative consulting services • Worked on implementation of new Fire Service Fee Assessment • Organized a goal setting/visioning session with the City Commission as a precursor to a fell strategic management plan OTHER PROFESSIONAL EXPERIENCE City of Boca Raton, FL December 2015- Present Management Services Director Job Responsibilities: Responsible for the Human Resources and Risk Management Divisions. Duties includes over sight of Employee Benefits, including the self-funded medical program, safety program, training and organizational development. Achievements • Brought in to oversee newly created division • Developed organizational structure • Streamlined benefit processing and saved$36,000 in annual fees • Working on developing a broad supervisory training program Seminole County Government September 1997 —January 2006 Administrative Services Director Job Responsibilities: Department Director responsible for a $26 million operating budget and the oversight of four divisions: Facilities Maintenance, Fleet Services, Support Services, and Risk Management Duties included property management, employee benefits, safety, security, vending services, mai0copy center operations,and construction management. Achievements • Responsible for approximately $60 million in capital projects including project oversight for the new County Criminal Courthouse • Negotiated construction contracts • Handled risk managementilitigation settlements • Directed the County's space needs assessment and master planning effort • Improved departmental morale as evidenced by Employee Survey results • Developed a departmental strategic plan to align department goals with County goals • Instituted a service delivery method that reduced call-in work orders 21Paec Robin Matusick From: Jamie Croteau <jth921@gmaii.com> Sent: Saturday,January 05,2019 5:08 PM To: City Clerk Subject: Interim City Manager Position Attachments: Cover Letter City of of Edgwatecdoc;Jamie Croteau January 2019.docx Ms. Matusick, I am interested in the position of Interim City Manager with the City of Edgewater. I have attached my resume and cover letter for your consideration. Thank you, Jamie Croteau 407-760-7755 1 EDGEWATER POLICE DEPARTMENT INTEROFFICE MEMORANDUM PRE-EMPLOYMENT BACKGROUND INVESTIGATION DATE: January 29,2019 TO: Brenda Dewees, Interim City Manager FROM: Lieutenam Aaron Sohz,Office of Professional Standards APPLICANT PROFILE APPLICANT Michael Alan McNees D.O.B May 25, 1955 ADDRESS 5105 South US Highway 1,Grant-Valkaria, FL 32949 PHONE eu-wiarve S.S.# DL# POSITION Uity Manager INTITIAL INVESTGATION This investigator was assigned to conduct a pre-employment background investigation on the above applicant Michael Alan McNees, who has applied for the position of city manager. The applicant was previously employed with the City of Melbourne as their City Manager, where his contract was terminated in November of 2018. The applicant resides at 5105 South US Highway I, Grant-Valkaria.Florida. CRIMINAL HISTORY CHECK NCICFCIGCHS Check revealed the applicant had no outstanding warrants. CCIS Check Collier County—Expired registration-0822/1997—Adj.Guilty Lee County—Seatbelt violation— 12/02/1997—Dismissed Brevard County—Insufficient life saving devices—02/02/2015—Adj. Guilty Brevard County—Expired registration 6 months or less—07!1112015—No Disposition Brevard Count —S edin —02/152017—No Disposition Pro A raiser Search revealed nothingto be detrimental to the licam's employment. Social Media Check Search revealed nothing to be detrimental to the applkant.s employment. Google Search See attached documents. DRIVER LICENSE HISTORY McNees holds a valid Florida driver's license. The Florida license was issued on April 23, 2013. McNees' Florida license will expire on May 25, 2021. The applicants DAVID driving history revealed no previous DUI's and no previous DWLS. RECORDS CHECK LOCAL/OUT OF STATE A records check was faxed out to surrounding law enforcement agencies on January 22, 2019. Of the agencies that responded,there was nothing detrimental to the applicants employment As of January 29,2019,the following agencies had not responded: Daytona Beach Shores Department of Public Safety Orange City Police Department BIRTH CERTIFICATE According to the enclosed birth certificate in section four (4) and the Driver and Vehicle Information Database (DAVID) verification, McNees was born in Batesville, Indiana on May 25, 1955. EDUCATION McNees submitted a photocopy of his transcripts from Louisiana Tech University indicating he completed the requirements fora master's degree of business. All documents are included in section four(4)of this case file. 2 MILITARY McNees indicated he did not serve in the United States military. CREDIT BUREAU McNees did not provide this investigator with a credit report. EMPLOYMENT CHECKS McNees listed a total of five(5)previous employers in the last(35)years on his application. Below is a list of current and previous employment references.See section five(5)for further information: ..+COMMENT'S Collier Count —8/84-08101 Assistant Coun Managa Nothing deregaton CityofSarasota-9101 -01/07 City Manager No Response as of 01/29/19 Blaine Count —5107—3/09 County Administrator No Response as of 01/29.!19 USA Track&Field—3/09—5/12 COO and Interim CEO Nothing derogatory City of Melbourne-2/13- 11/18 City Manager No Response as of 01/29/19 3 Michael Alan McNees 5105 S. U.S. Highway 1 Grant-Vakana, Florida 32949 321-507-3743 mikemcn�ahoo.00m Em 10 mentHisory City Manager–Clry of Melbourne, Florida–02-2me to 12-2018 r u ation more than double that, oy with a year-round population of 80,000 and dayti P P et of$200 million. nes with Commercial staff of goo full time equivalent(FTE) employees and a ise a Space Coast's aviation, technology, defense and aerospace IndustGrumman. center for the Sp or presence of Northrup ork corporate headquarters of Harris Corporation and major Rockwell Collins, GE and many others. Sigi icanat ufactu e'r Embrlaer S.A.,iin ud ng including expansions of both Northrup Grumman and j et est corporate expang ra announcements bombeiideof n016 with negotiations that led to one of the largthe new est three Community Redevelopment Melbourne chosen as siteodesign 5e f Also managed long dram. Commander for ingaemergency Agencies, including a significant downtown redevelopment prop Assumed full duties of CEO during Protracted Board- Interim Chief Executive Officer–USA Track and Field.contract ofiations (of EO Burin with USO and Local Member National Governing Body. event development and conducted Com Committee for gond lu ct of 20 2 Olympic Trials), Organizing Promotions, Board relations. execution, merchandising, marketing and p Chief OPeJelignateg for the sport of track and field rating Officer–USA Track and Field-0" .1'2009 to 05!2012. Rea ods(�o�s a proposed governance and business p pending #2 executive for Urimrily to advance National Govemn2010, and road racing, p ent executive was terminated o dsiuperviSi nefromg Appointed Interim CEO when the change-a9 planning, Programmatic budgeting, sponsorship and event selection of new CEO. Duties in strategic Prams including youth to masers including international teams, elite Olympicteams. USATF Liaison development and Selection and logistics to,alltUSA national learns In cud ng athlete to USOC, NCAA. 5107 to 3109. First Idaho (Sun Valley area)– + mile county, population 23,000. Annual budget$26 million. appointed CAO for 24001 sq. County. CAy M—naJ er:City of Sarasota, Florida (Populationn5490a00ne-2000)w1107.op FTE and hief alive Community Redevelopment Agency, Officer for the Best Small City in America" (Money negotiation of development rs,including e9 budget of$140M. Executive Director of Downtown Courage in Communication from the FCCMA for"City overseeing$1 billion in redevelopment over 3 yea agreements. "Special SP Seracm bloespo corn Manager's Blog". �— Michael A. McNees - Page 3 Professional,Community Activities Current • Member International City Management Association • At-large member, Board of Directors, Florida City-County Management Association • Member, Center for Ethics and Leadership, Florida Tech University • Board of Directors, United Way of Brevard County • Team Captain, Space Coast Runners Racing Team Previous • Board of Directors, USA Team Handball • Board of Directors Running USA. Trade Association for the running industry • Delegate- 2011 Congress of the International Association of Athletics Federations, Daegu, South Korea • Delegate-2011 Pan American Athletics Congress, Guadalajara, Mexico • Team Leader, Team USA, 2011 IAAF World Outdoor Championships, Daegu, South Korea, and 2012 IAAF World Indoor Championships, Istanbul, Turkey • Board of Directors, Fly Sun Valley Alliance • President, HealthCare Sarasota (self-insurance pool/healthcare services buying consortium) • Sarasota Bay Estuary Program, Management Committee Chair • Committee for Economic Development, Sarasota County • Sarasota Downtown Partnership Board of Directors • Founding Member, Sarasota Actors Workshop • Advisory Committee for the Masters Program in Public Administration, Florida Gulf Coast University • Four-term President, Naples Players Inc. -One of 10 largest community theaters in the U.S. Completed successful $6.8 million capital campaign and construction of two-auditorium theater complex in the heart of downtown Naples. • Board member and 1"Vice President, Children's Advisory Board, Big Brothers/Big Sisters of Collier County • Member Florida Association of Counties, Administration and Finance Technical Advisory Committee • Associate Instructor, Management Principles for various colleges, including Edison Community College and Barry University - • Volunteer Varsity Assistant Basketball Coach, Lely H.S., Naples, FL-5 years Personal Interests Running, acting, guitar, scuba, fishing, boating, bicycling, skiing, mountaineering, rock climbing, basketball. r®T EDGEWATER POLICE DEPARTMENT INTEROFFICE MEMORANDUM PRE-EMPLOYMENT BACKGROUND INVEMGATION DATE: January 30,2019 TO: Brenda Dewees, Interim City Manager FROM: Lieutenant Aaron Soltz.Office of Professional Standards APPLICANT PROFILE APPLICANT Glenn Anderson Irby D.O.B September 10, 1957 ADDRESS 71 Ardlussa Street,Umatilla,FL 32784 PHONE 352-6362113 S.S.q DLM POSITION City Manager INTITIAL INVESTGATION This investigator was assigned to conduct a pre-employment background investigation on the above applicant, Glenn Anderson Irby, who has applied for the position of city manager. The applicant was previously employed with the City of Apopka as their City Administrator, where the new Mayor chose to appoint his own administrator after taking office. The new Mayor asked Irby to remain for 90 days to assist with the transition. The applicant resides at 71 Ardlussa Street, Umatilla, Florida. CRIMINAL HISTORY CHECK NCICJFCICJCRS Check mewled the applicant had no outstanding warrants. CCIS Check Search revealed nothing to be detrimental to theapplicant's employment. Property Appraiser Search revealed nothing to be detrimental to theapplicant's employment. Social Media Check Search revealed nothing to be detrimental to theapplicant's employment. le Search See attached documents. DRIVER LICENSE HISTORY Irby holds a valid Florida driver's license. The Florida license was issued on August 18, 2017. Irby's Florida license will expire on September 10, 2025. The applicants DAVID driving history revealed no previous DUTs and no previous DWLS. RECORDS CHECK LOCAUOUT OF STATE A records check was faxed out to surrounding law enforcement agencies on January 22,2019. The Lake County Sheriffs Office investigated an allegation of an assault on August 6, 2002. The applicant was not charged with a crime and the case was closed. See attachments for further information. BIRTH CERTIFICATE According to the enclosed birth certificate in section four (4) and the Driver and Vehicle Information Database (DAVID) verification, Irby was bom in Citrus County,Florida on September 10, 1957. EDUCATION Irby submitted sealed official transcripts from Troy University indicating he was awarded a master's of public administration degree on March 17,2002. All documents are included in section four(4)of this case file. MILITARY Irby indicated he did not serve in the United States military. CREDIT BUREAU Irby provided this investigator with a credit report.The credit report did not reveal anything which was detrimental to the applicant's employment. 2 EMPLOYMENT CHECKS Irby listed a total of two(2)previous employers in the last twelve(12)years on his application. Below is a list of current and previous employment references.See section five(5) for further information: Cit sofUmatilla— IOPo6-1115 Ci Mane r NothingDerogatory Cit of A — 1115—7l18 C' Adminimator I Nothin Dem ory 3 T GLENN A. IRBY 71 Ardlussa Street, Umatilla, FL 32784 Cell: (352)636-2113 E-Mail:Rlenn irbv75@vahoo.com SUMMARY More than 30 years of local government experience with expertise in the following areas: ➢ Municipal Management and ➢ Water and Sewer Utility Leadership Management ➢ Charter Review Oversight ➢ Personnel Management ➢ Positive Media Relations ➢ Community Redevelopment ➢ Municipal Budget Development ➢ Public—Private Partnerships and Financial Management ➢ Customer Service ➢ Grants Administration ➢ General Aviation Airports ➢ Labor Relations ➢ Public Speaking and Transparency An innovative leader with demonstrated and proven analytical, communicative and organizational skills successfully using a participatory management style. Experienced in managing change and specializing in turnarounds. Achievement-oriented with foresight; a dedicated team player accustomed to working cohesively within an organizational framework. RELEVANT LOCAL GOVERNMENT EXPERIENCE City Administrator,City of Apopka, FL 2015 -2018 Apopka is home to approximately 51,000 residents,covers more than 34 square miles and is the second largest city in Orange County, Florida (population 1,200,000). Located 12 miles northwest of Orlando, it is a full service community offering Centralized Water and Sewer,Community Development,Fire(ISO#1), Human Resources, Parks and Recreation, Police, Solid Waste Sanitation collection, Public Access Reuse Waterfor irrigation and Stormwater. Apopka is chartered as a Strong Mayorform of government. Duties and Responsibilities as City Administrator: ➢ The City Administrator is appointed by the mayor and is responsible for coordinating and integrating the administrative and executive functions of the city as directed by the mayor and consistent with policy approved by the city council. D Oversee daily operations including more than 400 employees. ➢ Oversight of preparation and administration of the Chy�s operating and capital budgets,which for the current fiscal year is$124 million. Negotiation with public and private sector entities on a variety of issues ranging from economic development and growth to service contracts. D Responsible for the City's compliance with County,State and Federal regulations such as health, environment and EEOC. GLENN A. IRBY 3 City Manager,City of Umatilla(Continued) Library, Parks and Recreation, Personnel, Planning and Zoning, Police, Roads and Streets, Stormwater drainage and Water and Sewer utilities and Sanitation. ➢ Implementation of City Council directed policy. Administration of the City's daily operations as well as identification and strategies toward resolution of issues and long range planning. ➢ Preparation and administration of the City's operating and capital budgets. ➢ Negotiation with public and private sector entities on a variety of issues ranging from economic development and growth to service contracts. ➢ Media representation of the City including news interviews for television as well as interviews with the print media and preparation of press releases. ➢ Responsible for the City's compliance with County,State and Federal regulations such as health, environmental and EEOC. ➢ Oversight of the City's General Aviation Airport as the Airport Manager. ➢ Comprehensive Plan development,i.e.zoning and code modification necessities Achievements: ➢ Umatilla has a General Aviation airport that had not been profitable and relied on property taxes of the General Fund to operate prior to 2008. Today,this airport is fully operational on its own accord with 13 relatively new hangars and one large communal hangar. A fueling facility was added in early 2011 with the assistance of a public-private partnership. Today the airport has a new tie-down ramp for nine aircraft and a partial parallel taxiway added for safety. Since my appointment as Manager,the City has successfully utilized available grants from both the Florida Department of Transportation and the Federal Aviation Administration that have kept Airport funding match requirements to low minimums. Construction costs of the fuel facility alone were approximately$200,000 of which the city paid only$3,800 by using grants and a Public—Private Partnership. This airport now hosts a flight school and witnesses approximately 500 flight operations each month. Fuel sales average 5,700 gallons per month of which the city shares profit but not maintenance expense. ➢ Umatilla now hosts more festivals than ever, drawing thousands of visitors each year. These events include and old fashioned"Cracker Christmas in the Park";Florida Black Bear Festival;Wing Cook-off competition;Barbecue Cook-off competition;Chili Cook-off Competition and Movies in the Park [a free event for the community and hosted by the City]. All events were either non- existent or being held in areas of the city not conducive to festival growth. Electrical upgrades to the park and direct involvement with community leaders saw these events come to the park and expand and grow with both participants and festival attendees. D Began revitalization efforts of the Community Redevelopment Area[CRA]by developing a plan by which the money collected for this use could be used for its intended purpose—revitalization of the City's core downtown district. Since 2010 the CRA has seen a resurgence of interest not realized for at least 25 years prior. ➢ Finished a potable water reserve well and oversaw interconnection to the City's system. This project had been inactive for several years due to misconceptions and mindset that the City did not have the financial resources to"bring it on line". ➢ Worked directly with FEMA to address flooding of one major roadway and a service alley. The poor condition of the alley had caused businesses to flood for years and the major roadway became impassable to school buses as well as passenger vehicles. Both road and alley now drain and clear during the heaviest of downpours. GLENN A. IRBY 5 Senior Director of Staff Services,Lake County Sheriffs Department(Continued) ➢ Automated the operating budget for the agency making the annual process easier. City Manager,City of Mascotte, FL 2004—2005 The City of Mascotte is a full service community providing Police,Fire,Water and Solid Waste removal. Duties and Responsibilities as City Manager ➢ Chief Executive Officerof a municipal government. City Manager,City of Mascotte ➢ Preparation and administration ofthe City's operating and capital budgets. Achievements: ➢ Lead a successful effort to interconnect the City of Mascotte's potable water system to a neighboring city. In times of emergency where water volume or pressure may fall for one city or the other,an interconnect would allow water to flow to the city needing it most. ➢ Directed the effort to construct a capital waterline in a remote area of the City's utility district to protect its eastern boundary from annexation by a neighboring city. ➢ Fully automated solid waste removal enabling the city to redirect manpower. This was accomplished by purchasing sanitation trucks that required only the driver to pick up garbage cans using a robotic arm. Sanitation crews consisted of three employees per truck prior to this conversion. ➢ Determined the need to drill a new potable well and located financing necessary to do so after Public Works reported having to continuously flush a required and redundant well. This had been recurring for several years and wasting water,manpower and electricity. ➢ Mascotte was on the cusp of losing a State Stormwater grant. Granting agency was persuaded to grant the City an extension. Beyond adding additional time to complete the project and keep the grant,the City was able to augment the project by successfully gaining another grant from another agency. Assistant City Administrator and Finance Director,City of Tavares, FL 1993-2004 Elected Strong Mayor,City of Minneola, FL 1999-2000 City Accountant,City of Tavares,FL 1990-1993 The City of Tavares, a city of 9,000 residents is the County Seat of Lake County, FL and is a full service community providing Parks and Recreation, Police, Fire, Public Library, Water, Sewer and Solid Waste Removal. Duties and Responsibilities as Assistant City Administrator and Finance Director: ➢ Represented the City Manager in her absence and oversaw the daily operations of the Finance Department. Responsibilities within the Finance Department included submission of the annual operating budget and preparation for the annual audit. Directly responsible for the first of eight Government Finance Officers Association's Certificate of Achievement for Excellence in Financial Reporting. GLENN A. IRBY 7 COMMUNITY INVOLVEMENT AND PERSONAL ACHIEVEMENTS Lake County Chamber Alliance,Treasurer 2005-2011 South Lake County Chamber of Commerce Board of Directors,Treasurer 2003-2007 Community Involvement and Personal Achievements(Continued) Appointed Member of the Lake County Solid Waste Study Committee By the Lake County Board of County Commissioners 2002 East Central Florida Regional Planning Council Board Member Appointment by the Lake County League of Cities 1999—2001 Elected President of the South Lake Kiwanis Club 2005 Elected Member of the Board of Trustees for the Clermont—Groveland Elks Lodge 2005-2007 Jamie Croteau 455 NE 29" Street, Boca Raton, Florida 33431 407-760-7755 SUMMARY OF QUALIFICATIONS • Experienced ICMA Credentialed Manager with a commitment to excellence • Highly successful, ethical, results-oriented leader with a strong focus on customer service, staff development, strategic planning, contract negotiations, planning and budgeting, and policy development • Proven ability to develop productive relationships with the Council, the community, and staff CITY MANAGEMENT EXPERIENCE City of Orange City, FL April 2010— December 2015 City Manager Job Responsibififies:City Manager in a city of 11,000 with a general fund budget of approximately$11 million and an overall budget of$15 million. City was approximately 70% non-residential. Responsible for the oversight of Public Works, Fire/Rescue, Police, Utilities, Community Development, Community Relations, Human Resources, ParkslRecreadon, Information Technologies,and Finance. Achievements • Worked with the City Council and Citizens to develop a shared vision for the City • Developed an annual strategic planning process with Council to set goals and worked with staff to align budget priorities to meet those goals • Reduced City workforce by 7%with no service reduction • Developed an inter-local agreement with the City of DeBary to provide municipal services. Fire and Animal Contmi Services,to the City of DeBary • Worked with the City of DeLand to share purchasing services • Developed several new parks through combination of grants and general fund dollars • Constructed the City's first dog park • Worked with FDOT to acquire the Mill Lake property for development of a 20 acre central park and stonowater facility and completed the first phase of the three phase construction process • Negotiated a 25%reduction in residential garbage rates • Oversaw Citywide meter replacement program to automate water meter reading and billing services • Developed and implemented a waterlwastewater master plan to correct waterlwastewater deficiencies • Received approximately $8.5 million from the State Revolving Fund to correct deficiencies in the waterlwastewater system • Developed and implemented a stormwater improvement program • Increased community outreach by increasing print and electronic communications and implemented the OC Cares app to allow citizens to easily communicate with the City • Added almost$5 million to fund balance in preparation for achieving Council's long term goals • Implemented a Community Redevelopment Agency to assist in revitalizing the downtown core • The City consistently earns both the GFOA Distinguished Budget Presentation award and the GFOA Certificate of Achievement for Excellence in Financial Reporting Jamie Croteau Orange County Government October 1995 -September 1997 Human Resources Administrator Jab Responsibilities: Responsible for the daily operations of the BenefiWiRecords Section. Duties included developing recommendations for benefit plan changes, making presentations to the Board and various committees, negotiating with insurance carriers, managing a $30 million budget, implementing policy changes,developing targeted wellness programs, and motivating and coaching ten staff members. Achievements • Negotiated a$5 million dollar savings on the medical program • Streamlined the medical benefits budgeting procedures • Partnered in the implementation of a new Human Resources Information System EDUCATION University of Central Florida,Orlando, FL Master of Business Administration Florida State University,Tallahassee, FL Bachelor of Science, Economics PROFESSIONAL ICMA Credentialed Manager 3lPage Michael A. McNees- Page 2 Employment History- continued Board of County Commissioners-Collier County FL- 8/84 to 9/01. 2000 sq. mi. county contains much of both Everglades National Park and the Big Cypress National Preserve, among fastest growing in the nation for 80's and 90's. Chief Operating Officer/Assistant County Manager 9/95 to 9/01. Responsible for all day-to-day operations under Board of County Commissioners (1400 employees, budget $611 million).Authority on hiring, salary administration and discipline issues; large-scale special projects. Responsible for recommendations to County Commission on all debt- related issues. Also served as: - Interim County Manager- 1/97 to 6197 and 11199 to 32000. - Acting Emergency Services Administrator-5199 to 5101. Management of countywide EMS system, Emergency Management, Helicopter Operations,and two dependent fire control districts. - Acting Transportation Administrator-5100 to 9100. - Utilities Administrator-2/94to9/95. Senior manager of 200 employee, 75,000 customer water and wastewater utility. - Management and Budget Director-10/89 to 2/94. - Utilities Finance Director-4186 to 10/89 - Administrative Assistant to Utilities Administrator-8/84 to 81% Comptroller West Coast Windows Inc. - Naples, FL-4/83 to 2184 District Manager- Internorth, Inc. (Northern Propane Gas Co.) Naples, FL-2180 to 4/83 Profit center responsibility for propane gas distribution and service operation. Graduate Assistant Track Coach, Louisiana Tech University--9/77 to 12179 Supervision and training of all sprinters and hurdlers, approximately twenty student-athletes. Education and Training • MBA, Management, Louisiana Tech University, Ruston, 1979 • AB, Chemistry, Indiana University, Bloomington, 1977 (Big Ten Track Champion, 1977) • FEMA Incident Command System and National Incident Management System Certifications • Center for Creative Leadership -'Leadership Development Institute" • Graduate - Advanced Government Finance Institute, Government Finance Officers' Association GLENN A. IRBY 2 Achievements: ➢ Successfully negotiated a Sales and Purchase Agreement for city owned land for the purpose of a private developer designing and constructing a new downtown center. The area is comprised of approximately 34 acres and when finished will showcase a multistory hotel, specialty shops, restaurants, public gathering places and other long awaited and desired amenities. D Apopka is complemented by its proximity to Orlando and other suburbs. There are three major expressways entering Apopka from these areas;State Roads 414,429 and 451. A new 120 bed hospital recently opened near the State Road 414 and it is expected to bring substantial growth to an area that is now sparsely populated. Unfortunately, the Central Florida Expressway Authority did not plan for the new hospital and growth that will surely follow and failed to see a need for an interchange. Fortunately,an area developer and l recognized a need and opportunity. Together in an extremely complicated commitment, I was able to forge a Public Private Partnership with this developer to construct a half interchange to State Road 414 costing more than$6.5 million. D When I began work with Apopka, I was reintroduced to a DOS based computer platform and an extremely outdated financial software package. Over the course of the first year of employment, I directed transition to a Windows based environment. The finance department completed a full software conversion atthis time. Some employees have been with the city for more than 25 years and have never experienced anything other than DOS. It was a true learning experience for them, but it is doubtful any wish to go back to the old way. D Directed the retrofitting of a security system for City Hall. Until just recently,a person could walk in and access any area and office. Unfortunately, in today s world,this is not safe. Key cards, cameras and otheradditions were added for the safety of both customers and employees. D Recently implemented a program whereby all Directors meet together with me every otherweek to discuss both new and ongoing projects. This has proven to be beneficial for not only me, but all of the directors. Actually, it is a time departments have become proud of because they are each able to see on a large screen monitor their individual progress as well as progress of other departments. In a way, it has instilled a sense of pride. D The city is currently near completion in construction its fifth fire station and recently opened a sixth in temporary quarters offered by the new hospital on its property. D This fiscal year will see continued construction on a new wastewater plant expansion. When complete,it will increase the current process of 4 million gallons a day to 8 million gallons(MGD) of raw sewage. Cost of the plant will be $61 million. It is believed this capacity will see the City through at least 2028. City Manager, City of Umatilla, FL 2006-2015 Airport Manager Umatilla is a city of 3,600 citizens covering approximately 3 square miles. It is located in northeast Lake County, Florida (population 301,000). While small, it offers a majority of the amenities of much larger cities such as Police,Fire,Public Library,Centralized Water and Sewer,Stormwater and a General Aviation Airport. Duties and Responsibilities as City Manager: > Chief executive officer of a municipal government with 39 employees and a$7.5 million budget. Oversight responsibility forthe following functions:Airport,Finance,Fire,General Services,Public GLENN A. IRBY 4 City Manager,City of Umatilla (Continued) ➢ Oversaw large scale redevelopment of the City's only sewertreatment plant. Designed and built during the 1970's,this plant was in dire need of rehabilitation. Through 2011 the total cost of redesign and rehabilitation of the plant was $4.9 million. Of this amount, the City expended $115,000 of its own money. The remainder of necessary funding was made possible through intergovernmental relationships forged with the State of Florida,which produced both grants and special budget appropriations by the Legislators. ➢ Umatilla recently had two traffic signals installed along a major state road. These projects required a three-way intergovernmental relationship to be forged between the Florida Department of Transportation,County and the City of Umatilla along with negotiations with CSX Railroad for the purchase of property owned bythem. Willingness on the part of the City to allow redesign of Cay owned and maintained streets was paramount to the State allowing these signals, and understanding of these requirements by citizens and City Council was paramount. D While small, Umatilla sees a need to grow and has identified specific areas outside its current boundaries that make sense to target for future annexation. Negotiations with a private developer will we another public-private partnership with the City to construct a large capital water line to serve one of these areas. Negotiations resulted in the water line being installed at no cost to city residents. ➢ Implemented the City's first Stormwater Utility whereby businesses and residents pay a monthly rate for future retrofitting of necessary Stormwater infrastructure either non-existent or in need of replacement. ➢ Because economic woes have not bypassed Umatilla, directions were given to department managers one year in advance to reduce or keep their budgets equal to the year prior. This direction kept Umatilla from experiencing sudden layoffs and allowed the City to continue a necessary level of operations. ➢ Informed the Council of the need and ability to leverage Infrastructure Sales Tax; revenue which is restricted to capital improvements and equipment, by utilizing short term debt to fund near term capital equipment acquisition, pledging future revenue streams. This endeavor has allowed outdated and unsafe equipment to be retired sooner and enabled the staff to produce more timely output. Senior Director of Staff Services, Lake County Sheriff's Office, FL 2005-2006 The Lake County Sheriffs Department is among the largest employers in Lake County. Duties and Responsibilities of Senior Director of Staff Services: ➢ Chief Financial and Administrative civilian official for the Sheriff. The Lake County Sheriff's Office employed more than 700 employees. The Senior Directors position was established as one of three command staff positions directly below the Sheriff. This position was responsible for oversight of the business operations of the Sheriffs Office including budget and finance, purchasing, IT, personnel and payroll. The Sheriffs budget was$51 million. Achievements ➢ Oversaw and directed the first true census of this agency giving the Sheriff knowledge of existing staffing and at what levels. This enabled the Sheriff to know exactly where personnel were assigned and where additions or deletions in staffing were needed. GLENN A. IRBY 6 Strong Mayor of Minneola(Continued) Duties and Responsibilities as Elected Mayor of Minneola: ➢ Minneola was a city of approximately 3,000 residents and grew to approximately 4,500 during this period. ➢ Elected by the citizens and served as Mayor at the same time as holding the positions with Tavares. ➢ The Strong Mayor was seen as the daily administrator for the City. ➢ Minneola suffered low water volume and desperately needed a new well. One was designed, permitted and constructed and another was designed and permitted during this tenure. ➢ The City was under a law suit brought by the State of Florida that prohibited any future building growth until a sewage treatment plant was constructed. Worked with a key developer to design, permit and construct an oversized package plant that satisfied the State of Florida and the suit was subsequently dropped. City of Tavares Accountant: ➢ Hired as the City's first accountant. Responsible to the Finance Director. ➢ Reconciled General Ledger, performed accounts payable and payroll functions. ➢ Prepared closing of financial books for annual audit. Owner of a Lawn Maintenance Company 1985- 1991 Owned and operated a small lawn maintenance company providing service to 40 private individuals while completing a BSBA degree at the University of Central Florida. This is being shown to explain resume gaps. OTHER PROFESSIONAL EXPERIENCE Police Officer,City of Eustis, FL 1976- 1985 The City of Eustis was home to approximately 12,000 residents. First sworn as a road patrol officer and advanced to the rank of Corporal. During this tenure I served as shift command officer, motorcycle command officer, plain clothes detective and narcotics investigator. EDUCATION Troy State University Master of Public Administration University of Central Florida Bachelor of Arts Majored in Business Administration with an emphasis in Accounting. Lake Sumter Community College Associate of Arts PROFESSIONAL AFFILIATIONS Florida Qty/County Manager's Association (FCCMA) International City/County Management Association (ICMA) Leadership Lake County,Class of 1998