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01-27-17 Minutes City Commission Workshop v MINUTES CITY OF ATLANTIC BEACH CITY COMMISSION WORKSHOP JANUARY 27, 2017 PRESENT: Mayor Mitchell E. Reeves Mayor Pro Tem John Stinson Commissioner Mitchell Harding Commissioner Jimmy Hill (arrived at 4:00 p.m.) Commissioner Blythe Waters (arrived at 3:11 p.m.) • ALSO: Kevin Hogencamp, Interim City Manager Cathy Berry, Human Resources Director Donna Bartle, City Clerk Call to order. Mayor Reeves called the meeting to order at 3:03 p.m. in the Commission Chamber. Mayor Reeves explained the purpose of the meeting. 1. Courtesy of the Floor to Visitors Mayor Reeves opened the Courtesy of the Floor to Visitors and explained the process. City Clerk Bartle called each speaker to the podium. Chris Jorgensen, 92 W. 3" St., expressed concern that the last selection process took too long and the qualifications for City Manager were diminished. Maria Mark, 1148 Linkside Drive, former AB Commissioner, expressed concern that the qualifications for the City Manager position were greatly reduced. She explained the importance of the City Manager and urged the Commission to be really prudent in ensuring that the next City Manager bring some type of experience either as an Assistant City Manager or as a City Manager and be qualified and competent in numerous areas. Mayor Reeves recognized Former Commissioner Maria Mark and thanked her for her service. No one else from the audience spoke so Mayor Reeves closed the Courtesy of the Floor to-Visitors. 2. Staff Presentation on the City Manager Recruitment and Selection Process City Manager Kevin Hogencamp gave an introduction and explained that, once staff's presentation is over, the Commission should provide consensus on whether to proceed with a recruitment process or proceed with hiring an executive search firm. (Commissioner Waters arrived at 3:11 p.m.) Mayor Reeves mentioned Mr. Mayhew's email (which is attached and made part of this Official Minutes as Attachment A). Human Resource Director Cathy Berry described the City Manager Selection process that was used last time and explained the pros and cons of hiring a search firm. She believes that if they use a search firm, one and one-half to two months would be added to the timeline. She referred to her handout (which is attached and made part of this Official Record as Attachment B) as she explained the Staff Recruitment Process Proposal. Mr. Hogencamp added that the job description provided is a draft since they were waiting to hear from the Commission and citizens. 3. City Commission Discussion The Commission discussed whether or not to use a search firm. Commissioner Waters explained why a search firm was used in the last selection process. She supported handling the process in-house and not using a search firm, but pointed out they could reconsider using a search firm later in the process if there are not enough adequate candidates. Commissioner Stinson and Commissioner Harding agreed. Mayor Reeves spoke about the need for the process to include hiring a city manager and then presenting the contract for full approval by the Commission. He spoke about the various resources available to help with the search and agreed with the other Commissioners about handling the process in-house unless there are problems getting adequate candidates. Mr. Hogencamp explained that staff feels they have a responsibility to let the Commission know if they run into any glitches or obstacles along the way. Commissioner Stinson believes they should look for someone with board reporting experience or experience reporting to multiple people which is much different than reporting to one person. He commented that a search firm has less access to our public and it is important to hear from the public. Human Resource Manager Berry explained the draft job description and matrix and answered questions from the Commission. Mayor Reeves asked that once the request for applicants goes out, the Commissioners should not have any conversations with potential candidates, they should be referred to Ms. Berry. Ms. Berry further explained the concept of the matrix and her plan to get input from citizens and other city managers. Mayor Reeves requested that staff provide updates during the process. Mr. Hogencamp and Ms. Berry agreed to provide the updates. Commissioner Harding expressed concerns about the proposed qualifications including experience serving in at least an assistant department head position. He believes the qualifications are too broad and they should consider experience as assistant city manager and experience reporting to boards. Mayor Reeves explained that the language was taken from the Charter, but they can look for higher standards. He believes they should focus on a City Manager that can get along with a group like them. Discussion ensued about the requirements in the Charter, the weighted matrix and available resources. The consensus was to not procure an executive search firm. (Commissioner Hill arrived at 4:00 pm.) Mayor Reeves gave the audience another opportunity to comment by opening a second round of Minutes of the Commission Workshop on January 27, 2017. Page 2 of 3 Courtesy of the Floor to Visitors. Maria Mark, 1148 Linkside Drive, former AB Commissioner, thanked the Commission, Mr. Hogencamp and Ms. Berry for their effort. She spoke in favor of setting the bar high, leaving the option of using a search firm open if needed, and needing someone who is personable, has the personality to match the community/citizens and to work with elected officials. She believes this is a good opportunity to bring in a new prospective and move the city forward. She hopes the candidate will have working experience on redevelopment and revitalization and to also be progressive in ensuring that our infrastructure is where it needs to be. She indicated that she would love to be involved in this process. Chris Jorgensen, 92 W. 3rd St., suggested some important things to look for in a city manager such as public speaking, ability to report to a board, requirement to attend professional associations, social media, and coherent and consistent financial management. He explained why he agrees with the Charter requirement that the city manager reside in the city. Sally Clemens, 1638 Park Terrace West, spoke about the process the Charter Review Committee went through before broadening the qualifications of City Manager and reported there was a lack of citizen feedback when the topic was discussed. Mayor Reeves explained the Walkable Neighborhoods magazine and reported copies w ordered for each Commissioner. Adjournment There being no further discussion by the City Commission, Mayor Reeves declared the meeting adjourned at 4:08 p.m. ATTEST Mitchell E. Reeves V'Aevdet, Mayor/Presiding Officer Donna L. Bartle, CMC City Clerk Minutes of the Commission Workshop on January 27, 2017. Page 3 of 3 ATTACHMENT A Minutes of January 27,2017 Bartle, Donna From: Bill Mayhew<billmay22@att.net> Sent: Tuesday, January 24, 2017 7:03 PM To: Elected Officials Subject: See below [i@3 1. City Manager-Please consider hiring a good manager that has never been a city manager.A good manager that is sensitive to the needs of the public and the city council.It seems that most professional city managers are only sensitive to following the rule books.They succeed by having larger payrolls and number of employees.They all have the same degrees, join the same clubs,read the same magazines,etc.A good manager is more concerned with efficiency. 1 A survey was done a few years back that clearly showed that it is not necessary to give a city manager in towns the size of AB a compensation package worth$180 k a year. The city manager in Tallahassee(as best I recall)was a lady whose base pay was$75k and she also served as Safety Officer with no Chief of Police.I'm sure that is too low but you get the idea. 2.Chief of Police-See sentence above.Promote someones to Captain and let city manager fill in. l 3.Pension—Not only has the pension plan proved itself financially unsustainable,it is also just not fair.A handful of hangers on will stay there long enough to get 100%of their final average pay for the rest of their lives when they retire,they will also get Social Security on top of that.An actuary at the State of Florida said something to the effect that—"That's unbelievable. I've never heard of a plan that rich," Either freeze the old plan and put every one in the new 401k style plan,or at very least,co-ordinate the benefits with Social Security whereby retirees could not receive over 60%of their final average pay counting Social Security.Retirement ages should also be co-ordinated with Social Security. Regards—Bill Mayhew 1 1 ATTACHMENT B Minutes of January 27,2017 City Commission Workshop — Jan. 27, 2017 Staff presentation agenda Introduction: Kevin Hogencamp, Interim City Manager • Role of Staff • Citizen Involvement • Aggressive Timeline • Commission Consensus: Recruitment by Staff or Search Firm? Discussion of Proposed Process: Catherine Berry, Esq., Director of Human Resources 1. Search Firm v. Staff Recruitment: Pros and Cons 2. Search Firm Process 3. Staff Recruitment Process Proposal • Timeline/Calendar • Citizen involvement component • Weighted matrix process • Detailed position description critical • Advertisement process • Screening process • Commission Interviews • Public Forum • Meet and Greet • Commission Selection at special called meeting • Contract negotiation and approval ATTACHMENT B Minutes of January 27,2017 City Manager Recruitment Process Proposal Timeline: Task Deadline By Whom? 1. Develop Position Description (with input from residents) January 26 HR, CM 2. Develop a Weighted Matrix to review and rank candidates January 26 HR, CM (with input from residents) 3. Revise Position Description and Weighted Matrix based on February 9 HR, CM, Citizens input from Citizens. 4. Approval by Commission of Position Description &Weighted February 13 Commission Matrix 5. Develop Ad/Brochure—publish February 17 HR, CM 6. Select Ad hoc Citizen Committee to develop questions—hold March 10 HR, CM, Citizens public meeting 7. Application Deadline March 17 HR 8. Preliminary Screening based on Matrix—Narrow candidate March 24 HR, CM pool 9. Secondary screening April 14 HR, CM • Written Questionnaire • Telephone interview • Written Introductions prepared by candidates • Candidate Disclosure Statements • Internet and media search 10. Thorough Background investigations/Reference Checks April 28 HR 11. Identify list of no more than 5 Finalists May 1 HR, CM 12. Set up one on one interviews with Commission/public May 11-12 HR, CM, Citizens, forum/meet&greet with public Commission 13. Commission Selection—Special Called Meeting May 15 Commission 14. Contract Negotiation— ICMA Model CM Agreement May 19 HR, CM 15. Contract Approval by Commission—Special Called Meeting May 22 Commission (before regular Commission meeting) February 201 Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 2 3 4 Develop Position • • • Description and - - - • Weighted Matrix 5 6 7 8 9 10 11 Revise Position Description and Weighted Matrix based on Citizen Input 5 ceg > c_0 2 I 12 13 14 i 15 16 17 18 • Approval by Develop Ad/Brochure :4 CO Commission of and Publish • Position Description • • and Weighted Matrix • • Regular Commission • Meeting 19 20 : 21 22 23 24 25 — — - _ 26 27 28 • • Regular Commission Meeting • • .• _- -_ .___________ March2017 Sunday � Monday . Tuesday . Wednesday Thursday Friday Saturday! | l | 2 3 ' ! | 4 | ! | | | ' | | | | 5 6 / / ' 10 11 7 B 9 — -- ----- I | / } | i � | �ed��ct Ad hoc I ' i � en �omm�ee�o . develop questions-ho� pubUcAAeebng | � ' | ! ` � s � )21 � . i - - --- 12 l3 . l4 / lS , 16 --- ---r---� Repu�oComm�s�n | �7 . 18 m ' Application � H Meeting ' �� . ! Deadline � C° . / ^ 19 ' 20 � ---- ----- ----- � ! . 2l � 22 23 24 25 � ; Preliminary ' Screening based on ' Matrix' Narrow po� 26 27 28 29 30 ---- . 31 i Regular Commission ' � i Meeting . ' • '_-_ _ _ � . --__-- ��_ _ _ __ __ �� _- _ - _ _____ A p • i 2 0 1 7 . ri ______________ Sunda ! Y Monday Tuesday I Wednesday I Thursday Friday I Saturday 1 ' i 11 i i 2 3 4I Si 6 i I 8 - _ I 9 10 11 12 13 i 14 15 Regular Commission Secondary I y Meeting • Screening • y i =• _ 16 17 18 19 20 21 1 Z -- . CO I o 23 — — —24 - I V 25 26 27 i 28 29 Background • Screening and Reference Checks i Regular Commission i I Meeting I I 30 i 1 _ _______ I . M a20 1 7 _ Sunday Monday 1 Tuesday Wednesday Thursday Friday Saturday 2 3 ! 4 5 6 ' Finalists Chosen 7 8 Regular Commission I 9 10 11 12 13 Commissioner Commissioner Meeting Interviews Interviews Public Forum Meet and Greet • 14 r 15 I 16 17 18 K. ! 19 20 Commission I Contract Neo N D I Selection-Special i I g tiation o H Called Meeting j 21 I 22 f — = _ 23 24 25 ! 26 27 Z Contract Approval- J H Special Called MtgCO N J Regular Commission • • Meeting — — I 28 29 30 -- -- — -- --- — — 31 • • . I ATTACHMENT B Minutes of January 27,2017 City manager recruitment and selection Proposed citizen participation component 1. Jan. 24-Feb. 7. Residents are being asked to provide input on the development of a position description and the components of a weighted matrix that will assist in reviewing and ranking candidates. That input will be solicited on the COAB website and via various Facebook pages;the feedback will be shared with the mayor and city commissioners. It's requested that the input be emailed to Human Resources Director Cathy Berry at cberry@coab.us. 2. Feb. 13. The City Commission will be asked to approve the position description and weighted matrix. 3. Feb. 14 to mid-April. Residents will be asked to recommend (via email to the human resources director) questions and scenarios that should be asked of the city manager candidates. That feedback will be shared with the mayor and commissioners and otherwise will be helpful throughout the recruitment and selection process. A three- person ad hoc citizens' panel selected by the interim city manager and human resources director will review the public input, hold a public meeting, and select questions/scenarios to be read to the finalists during the late-April public forum. 4. Late April. Finalists' public forum and meet-and-greet. Over a two-day period, up to five finalists will be interviewed individually by the mayor and city commission. During the finalists' visits to Atlantic Beach, the city will host two public events—a public forum and meet-and-greet--with the candidates. ATTACHMENT B Minutes of January 27,2017 WEIGHTED MATRIX CANDIDATE NAME: Needs Yes No Minimum Bachelor's degree (preferably in Public Administration or a directly related field). At least five years of experience as a city, municipal, county, or state government administrator serving in at least an assistant department head or the equivalent in responsibility. A graduate degree acceptable to the Commission may be substituted for not more than one year of the required experience. Evidence of success in establishing and maintaining a line of communication with colleagues. Proven ability to administer and enforce enactments by theCommiissiion. Demonstrated success of annual budget preparation and administration., Proven ability to work cooperatively, diplomatically,and effectively with elected officials, department heads, board and committee members, community leaders and residents. Demonstrated excellence in preparing an annual report on finance and administrative activities of the city or department • Wants Possible Scored Score Highly motivated, energetic;and creative;,problem solver'with a strong..public presence and the drive to achieve excellent, timely results. Demonstrated excellence in public speaking Demonstrated excellence in writing and use of social media. Strong persorapeJmanagem,ent skills. ° ° Candidate met all "Needs"? Yes No Candidate score "Wants"? ATTACHMENT B Minutes of January 27,2017 CITY OF ATLANTIC BEACH CHARTER CITY MANAGER • Sec. 22. - Qualifications. IThe city manager shall be chosen by the city commission solely on the basis of administrative qualifications and with special reference to education and experience in and knowledge of accepted practice with respect to I the duties of this office as set forth hereinafter and in the city code. Applicants for the position of city manager shall meet the following educational and experience requirements: (1) Possession of at least a baccalaureate degree preferably in Public Administration or a directly related field from a college or university accredited by a recognized accreditation agency in the United States or from a recognized college or university outside of the United States, which is acceptable to the city commission; and (2) Not less than five (5) years of experience as a city, municipal, county, or state government administrator serving in at least an assistant department head or the equivalent in responsibility; and (3) A graduate degree acceptable to the city commission may be substituted for not more than one year of the required experience. At the time of appointment, the new city manager need not be a resident of the city or state, but within six (6) months the city manager shall reside within the city of Atlantic Beach. • Sec. 23. - Powers and duties. The city manager shall be the chief administrative officer and as such, head the administrative branch of the city government. The powers and duties of the city manager shall include but not be limited to: (1) Establish and maintain a line of communication with the city clerk; and (2) Administering and enforcing all enactments of the city commission; and (3) Preparing and forwarding agenda materials to the city clerk for every commission meeting; and (4) Preparing the budget annually and submitting it to the city commission, and being responsible for its administration after adoption; and (5) Preparing and submitting to the city commission at the end of each fiscal year, a complete report on the finances and administrative activities of the city for the year just completed. I ATTACHMENT B Minutes of January 27,2017 ***INCOMPLETE*** Job Description for the Chief Administrative Officer Of the City of Atlantic Beach Position Title: City Manager Reports to: City Commission Reporting to this Position: Department Heads Job Summary • The City Manager is appointed by the City Commission and serves as the Chief Administrative Officer of the City of Atlantic Behch. In partnership with;the City Commission, the City Manager is responsible for the success,of,the City of Atlantic Beach and its quality of life. In doing so,the City Manager will develop and foster positive relationships, create an environment of trust and credibility, enhance community engagement and focus on efforts to carry out the mission, vision and goals established by the City Commission. The City Commission delegates responsibility for management and day-to-day operations of the City to the,City Manager;.and he/she`has the authority to carry out these responsibilities in accordance with the City charter and ordinances,'as well as with direction from the City Commission. The City Manager is`expected to exercise a high degree of independence, initiative and professional expertise in the administration and day-to-day management of the City in accordance with policy established by the City Commission,the City Charter and Ordinances, City, State and Federal laws,regulations and guidelines. An important aspect of this position is the high profile as the City's chief executive officer and the overall responsibility for all City Departments,DepartmentS,Ancluding Public Safety, Public Works, Building, Planning and Community Development, Recreation`'and Special Events, Finance, Human Resources and IT. Accountabilities 1. Mission, policy and planning a) Helps the City Commission determine the City's values, mission, vision and short- and long-term goals. b) Helps the Commission monitor and evaluate the City's relevancy to the community, its effectiveness and its results. c) Keeps the Commission fully informed on the condition of the City and on all important factors influencing it. 1 ATTACHMENT B Minutes of January 27,2017 • Identifies problems and opportunities and addresses them; brings those which are appropriate to the Commission and/or its boards/committees; and facilitates discussion and deliberation. • Informs the Commission about trends, issues, problems and activities in order to facilitate policy-making. Recommends policy revisions. d) Keeps informed of developments in all aspects of municipal management and operations. 2. Management and Administration a) Provides general oversight of all City activitieg, manages the day-to-day operations and assures a smoothly functioning, efficient organization. b) Assures program quality and organizational stability through development and implementation of standards and controls, systems and procedures and regular evaluation. c) Assures a work environment that recruits, retains:and supports quality staff. Assures successful process for selecting, develo`ping, motivating and evaluating staff. d) Recommends staffing and financing to the Commission. Ensures that appropriate salary structures are maintained and.updated. e) Specifies expectations and accountabilities for Department Heads and evaluates performance regularly. 3. Governance ) a) Works with the Mayor and Commissioners to enable the Commission to fulfill its governance functions and facilitates the optimum performance by the Commission, • its boards and committees and individual Commissioners. b) Assists in focusing the Commission's attention on long-range strategic issues. c) Manages the Commissions' due diligence responsibilities to assure timely attention to core issues. 4. Financing a) Oversees the fiscal activities of the organization including budgeting, reporting and audits. b) Works with the Commission to ensure financing to support short- and long-term goals. 5. Community Relations 2 . i e ATTACHMENT B Minutes of January 27,2017 a) Facilitates responsiveness to the Community by using effective marketing and communications policies and strategies. b) Listens to the members of the Community in order to improve services and quality of life. c) Initiates, develops and maintains positive and cooperative relationships with key constituencies. 6. Physical Demands/Working Conditions: a) This is a high-stress position based on full responsibility for City of Atlantic Beach operations. Handles detailed, complex concepts`and problems, balances multiple tasks simultaneously, and makes rapid decisions regarding administrative issues. b) Plans and implements programs. Establishes strong and appropriate relationships with the Mayor, Commissioners, committee and board members, staff, residents, businesses and vendors. Develops Smooth and constructive relationships with executive colleagues, outside agencies organizations and individuals. c) Plans and meets deadlines. Maintains a flexible work schedule to meet the demands of executive management. Hours maybe long and irregular. d) Conveys a professional and positive;image and attitude regarding the City of Atlantic Beach, its staff, and the Commission. Demonstrates commitment to continued professional growth and development 3 . • . „ Model Employment . • Agreement ) .„, ,,,..„,„....i. , , ...„,,„. ,.. • • . . ., ... , . . .,... , . , ‘. .. . : :. _ . ..., .. . .. „.,,,,..,.. ,k., , . 4 • ' I, S. •' ' • r,. .a ..,%#?,;•' . '','t' . - . . t• . .. A,..41.77 !, ' . . .. . _ _ illor ' . '. 4.• . ,-4 ••R.. 41 '..' .•.' r . ,, .. • •• i.1 ..• '. C/1/ tIr''C ,, .....,... •'• . .. :..:•••',. ' - -. • ..•‘.sl••. .1."Z'-_4':••'•-••••-•- "r°.•'-'' 'J . ... s.. -. ....• , • t -- 1 • - ` ... _•.---- -,.•,,./. • . . .._.... _. 141. ICMA contact: Martha Perego ICMA Director of Ethics Membership Team Leader 202.962.3668 mperego@icma.org ., ( '; ni 0 C : n ICMA ATTACHMENT B Minutes of January 27,2017 ICM Leaders at the Core of Better Communities ICMA advances professional local government worldwide. Its mission is to create excellence in local governance by developing and advancing professional management of local government.ICMA,the International City/County Management Association,provides member support;publications,data,and information;peer and results-oriented assistance;and training and professional development to more than 9,000 city,town,and county experts and other individuals and organizations throughout the world.The management decisions made by ICMAs members affect 185 million individuals living in thousands of communities,from small villages and towns to large metropolitan areas. ICMA 777 North Capitol Street,NE Suite 500 Washington,DC 20002-4201 202-289-ICMA(4262) icma.o Copyright 02013 by the International City/County Management Association.All rights reserved,including rights of reproduction and use in any form or by any means,including the making of copies by any photographic process,or by any electrical or mechanical device,printed,written,or oral or recording for sound or visual reproduction,or for use in any knowledge or retrieval system or device,unless permission in writing is obtained from the copyright proprietor. ATTACHMENT B Minutes of January 27,2017 Contents Introduction 1 Section 1:Term 1 Section 2: Duties and Authority 1 Section 3:Compensation 2 Section 4: Health, Disability and Life Insurance Benefits 3 Section 5:Vacation, Sick, and Military Leave 3 Section 6:Automobile 4 'Section 7: Retirement 4 Section 8: General Business Expenses 5 Section 9:Termination 6 Section 10: Severance 6 Section 11: Resignation 7 Section 12: Performance Evaluation 7 Section 13: Hours of Work 8 Section 14: Ethical Commitments 8 Section 15: Outside Activities 8 Section 16: Moving and Relocation Expenses 8 Section 17: Home Sale and Purchase Expenses 9 Section 18: Indemnification 10 Section 19: Bonding 10 Section 20: Other Terms and Conditions of Employment 11 Section 21-22: Notices and General Provisions 11 Appendix 1 Separation of Employment and General Release 13 ICMA MODEL EMPLOYMENT AGREEMENT 2012 iii ATTACHMENT B Minutes of January 27,2017 • • • • iv ICMA MODEL EMPLOYMENT AGREEMENT 2012 ATTACHMENT B Minutes of January 27.2017 Introduction This Agreement,made and entered into this [date],by ing and experience in local government management and between the [local government] of[state], [town/ and who,as a member of the International City/County city/county] a municipal corporation, (hereinafter Management Association (ICMA),is subject to the called "Employer") and [name], (hereinafter called ICMA Code of Ethics,both of whom agree as follows: "Employee") an individual who has the education, train- Section 1: Term Recommended Language (12 months recommended) before the expiration date. In the event the agreement is not renewed,all com- A. This agreement shall remain in full force and pensation, benefits and requirements of the agreement effect from [date] until terminated by the Employer shall remain in effect until the expiration of the term or Employee as provided in Section 9, 10 or 11 of this of the Agreement unless Employee voluntarily resigns. agreement. In the event that the Employee is terminated, as defined in Section 9 of this agreement, the Employee Option 1 shall be entitled to all compensation including sal- The term of this agreement shall be for an initial my,accrued vacation and sick leave, car allowance period of[#] years from [date] to [date]. This Agree- paid in lump sum or in a continuation of salary on ment shall automatically be renewed on its anniver the existing [biweekly/monthly] basis, at the Employ sary date for a [#] year term unless notice that the ee's option,plus continuation of all benefits for the Agreement shall terminate is given at least [#] months remainder of the term of this agreement. Section 2: Duties and Authority Recommended Language D. It shall also be the duty of the Employee to direct, assign,reassign and evaluate all of the employees of A.Employer agrees to employ[name] as [title]to the Employer consistent with policies, ordinances, perform the functions and duties specified in[legal charter, state and federal law. reference] of the [local government] charter and/or by ordinance (#) dated [legal reference] of the[local govern- E. It shall also be the duty of the Employee to orga ment] code and to perform other legally permissible and nize,reorganize and arrange the staff of the Employer proper duties and functions without interference. and to develop and establish internal regulations, rules and procedures which the Employee deems neces- B. Employee is the chief executive officer of the sary for the efficient and effective operation of the Employer and shall faithfully perform the duties as Employer consistent with the lawful directives,poli- prescribed in the job description as set forth in the cies, ordinances, state and federal law. Employer's charter and/or ordinances and as may be F. It shall also be the duty of the Employee to accept lawfully assigned by the Employer and shall comply with all lawful governing body directives, state and all resignations of employees of the Employer consis- with law, Employer policies,rules and ordinances as tent with the policies,ordinances, state and federal they exist or may hereafter be amended. law, except the Employee's resignation which must be accepted by the governing body. C. Specifically,it shall be the duty of the Employee to employ on behalf of the Employer all other employees G. The Employee shall perform the duties of (city, of the organization consistent with the policies of the county or town) manager of the Employer with rea governing body and the ordinances and charter of the sonable care, diligence, skill and expertise. Employer. ICMA MODEL EMPLOYMENT AGREEMENT 2012 1 ATTACHMENT B Minutes of January 27,2017 H.All duties assigned to the Employee by the govern- body, both public and closed, with the exception of ing body shall be appropriate to and consistent with the those closed meetings devoted to the subject of this professional role and responsibility of the Employee. Agreement, or any amendment thereto or the Employ- I. The Employee cannot be reassigned from the posi ee's evaluation or otherwise consistent with state law. tion of (city, county or town) manager to another posi- K. The governing body, individually and collectively, tion without the Employee's express written consent. shall refer in a timely manner all substantive criticisms, J. The Employee or designee shall attend, and shall complaints and suggestions called to their attention to be permitted to attend, all meetings of the governing the Employee for study and/or appropriate action. Section 3: Compensation Recommended Language based on an agreed upon economic indicator, such as the Consumer Price Index. A. Base Salary: Employer agrees to pay Employee an annual base salary of [$ amount], payable in install- Option 3 ments at the same time that the other management employees of the Employer are paid. The Employer agrees to increase the compensation by [ %] each year. B. This agreement shall be automatically amended to reflect any salary adjustments that are provided or Option 4 required by the Employer's compensation policies to include all salary adjustments on the same basis as The Employer agrees to increase the compensation applied to the executive classification of employees. each year by at least the average across the board increase granted to other employees of the Employer. C. In addition, consideration shall be given on an annual basis to an increase in compensation. ll. At any time during the term of the Agreement, Employer may, in its discretion, review and adjust the salary of the Employee, but in no event shall the Options for Section 3. C Employee be paid less than the salary set forth in Sec- Compensation tion 3.A. of the Agreement except by mutual written agreement between Employee and Employer. Such Option 1 adjustments, if any, shall be made pursuant to a law- ful Employer agrees to increase the compensation of ful governing body action. In such event, Employer and Employee agree to provide their best efforts and the Employee dependent upon the results of the per- formance evaluation conducted under the provisions reasonable cooperation to execute a new agreement of Section 12 of this Agreement. Increased compen- the adjusted salary. sation can be in the form of a salary increase and/or E. Except as otherwise provided in this Agreement, performance incentive and/or an increase in benefits. the Employee shall be entitled, at a minimum, to the highest level of benefits enjoyed by and/or available to Option 2 other employees, department heads or general employ- The Employer agrees to increase the compensation of ees of the Employer as provided by the Employer's policies, Charter, ordinances, or personnel rules and the Employee dependent upon the results of the per- formance evaluation conducted under the provisions regulations or other practices. of Section 12 of this Agreement in addition to provid- ing a fixed annual increase in the Employee's salary 2 ICMA MODEL EMPLOYMENT AGREEMENT 2012 ATTACHMENT B Minutes of January 27,2017 Section 4: Health, Disability and Life Insurance Benefits Recommended Language Employee and dependents in a manner mutually agreed upon by Employer and Employee. A. The Employer agrees to provide and to pay the premiums for health, hospitalization, surgical, vision, B. The Employer agrees to put into force and to make dental and comprehensive medical insurance for the required premium payments for short term and long Employee and his/her dependents, at a minimum, term disability coverage for the Employee. equal to that which is provided to all other employ- C. The Employee may elect to submit once per calen- ees of the [local government]. In the event no such dar year to a complete physical examination, including plan exists, Employer agrees to provide coverage for a cardio-vascular examination,by a qualified physi- the Employee and dependents in a manner mutually cian selected by the Employee, the cost of which shall agreed upon by Employer and Employee. be paid by the Employer. B. The Employer agrees to put into force and to make D. The Employer shall pay the amount of premium required premium payments for short term and long due for term life insurance in the face amount of three term disability coverage for the Employee. (3) times the Employee's annual base salary,including all increases in the base salary during the life of this C. The Employee may elect to submit once per calen- dar year to a complete physical examination, including agreement. If such coverage is not available through the Employer's insurance carrier or the Employee elects a cardio-vascular examination, by a qualified physi- cian selected by the Employee, the cost of which shall to obtain coverage through a different insurance car- be paid by the Employer. rier, the Employer shall reimburse the Employee for the cost of the premiums in an amount equal to the same D. The Employer shall pay the amount of premium value as that provided by the Employer's insurance car- due for term life insurance in the amount of three (3) vier. The Employee shall own the life insurance policy times the Employee's annual base salary, including and the life insurance policy shall be in the name of all increases in the base salary during the life of this the Employee and the Employee shall have the right to agreement. The Employee shall name the beneficiary name the beneficiary of the life insurance policy. of the life insurance policy. Option 2 Option 1 E. The Employer shall provide business travel insur- A.The Employer agrees to provide for full health,hos- ance for the Employee while the Employee is traveling pitalization, surgical,vision,dental and comprehensive on the Employer's business, and the Employee shall medical insurance for the Employee and his/her depen- name the beneficiary thereof. Should the Employee dents on an equivalent basis to that which is provided die while on travel for the Employer, the Employer to all other employees of the [local government]. and shall cover the full cost of retrieving and transporting Employer shall pay all premiums for the Employee and the Employee's remains back to the custody of the the Employee's dependents. In the event no such plan Employee's family. exists,Employer agrees to provide full coverage for the Section 5: Vacation, Sick, and Military Leave Recommended Language available to any other employees, under the same rules and provisions applicable to other employees. A. Upon commencing employment, the Employee shall be credited with [n] accrued sick leave hours Option 1 and [u ] accrued vacation leave hours. In addition, beginning the first day of employment, Employee shall Beginning the first day of employment, Employee shall accrue sick leave and vacation leave on an annual accrue sick leave and vacation leave on an annual basis equivalent to the number of years served in the basis, at a minimum, at the highest rate provided or profession. ICMA MODEL EMPLOYMENT AGREEMENT 2012 3 ATTACHMENT B Minutes of January 27,2017 B.Upon commencing employment,the Employee shall involuntarily,the Employee shall be compensated for have access to a bank of 180 sick days to be used in the all accrued vacation time, all paid holidays,executive case of serious medical conditions.This leave can only leave, and other benefits to date. be used to provide coverage during the waiting period between the onset of illness or disability and the point at D. The Employee shall be entitled to military reserve which short or long term disability coverage takes effect leave time pursuant to state law and [local govern and may be renewed after each occurrence. ment] policy. C. The Employee is entitled to accrue all unused Option 2 leave, without limit, and in the event the Employee's E.The Employee shall annually be credited with five employment is terminated, either voluntarily or (5) days of executive leave. Section 6: Automobile Recommended Language Employee shall be responsible for paying for liability, property damage,and comprehensive insurance cover- The Employee's duties require exclusive and unre- age upon such vehicle and shall further be responsible stricted use of an automobile to be mutually agreed for all expenses attendant to the purchase,operation, upon and provided to the Employee at the Employer's maintenance,repair, and regular replacement of said cost, subject to approval by Employer which shall not vehicle. The Employer shall reimburse the Employee be withheld without good cause. It shall be mutu- at the IRS standard mileage rate for any business use ally agreed upon whether the vehicle is purchased by of the vehicle beyond the greater [local government] the Employer, provided under lease to the Employer area. For purposes of this Section,use of the car or to the Employee,or provided through a monthly within the greater [local government] area is defined allowance. as travel to locations within a mile (recom- mended one hundred (100) mile)radius of the local Option 1—Monthly Vehicle government limits.) Allowance Option 2—Employer Provided The Employer agrees to pay to the Employee, during the term of this Agreement and in addition to other Ve h i c l e salary and benefits herein provided, the sum of[dol- The Employer shall be responsible for paying for liability, lar amount] per year,payable monthly, as a vehicle property damage,and comprehensive insurance,and for allowance to be used to purchase,lease, or own, oper- the purchase (or lease),operation,maintenance,repair, ate and maintain a vehicle.The monthly allowance and regular replacement of a full-size automobile. shall be increased annually by [% or$1 amount.The Section 7: Retirement • Recommended Language sary agreements provided by ICMA Retirement Corpo- ration[ICMA-RC] or any other Section 457 deferred The Employer agrees to enroll the Employee into the compensation plan for Employee's[continued]participa- applicable state or local retirement system and to lion in said supplementary retirement plan.In addition make all the appropriate contributions on the Employ- to the base salary paid by the Employer to Employee, ee's behalf. Employer agrees to pay an amount equal to [percentage In addition to the Employer's payment to the state or of Employee's base salary,fixed dollar amount of[$] local retirement system (as applicable) referenced above, .or maximum dollar amount permissible under Federal Employer agrees to execute and keep in force all neces and state law into the designated plan on the Employee's 4 ICMA MODEL EMPLOYMENT AGREEMENT 2012 ATTACHMENT B Minutes of January 27,2017 behalf,in equal proportionate amount each pay period. pensation annually.The 401(a)plan shall be established The Employer and Employee shall fully disclose to each as an employer paid plan with non-discretionary contri- other the financial impact of any amendment to the butions by the Employer and the Employee shall have no terms of Employee's retirement benefit. right to receive such contributions in cash.The 401(a) In lieu of making a contribution to a Section 457 plan shall be established under a written plan document deferred compensation plan, the dollar value of this that meets the requirements of the IRS Code and such contribution may be used, at the Employee's option, to document is hereby incorporated herein by reference. purchase previous service from another qualified plan. The funds for the 401(a) plan shall be invested in such investment vehicles as are allowable under the IRS Code Option 1 and the Employee shall make the sole determination as to how the funds are invested. Recognizing that effective service with the community is based in part on the stability provided through a Option 2 A:The Employee shall be required to con long-term relationship, the Employer shall provide a tribute [ % ] of base salary or [dollar amount] annu- long-term on a pre-tax basis as a condition of participation. retirement annuity,as directed by the Employee, at a rate of[dollar amount],payable at the completion of each quarter of the fiscal year. This annuity serves as Option 3 a retirement contribution and does not require further The Employer shall adopt a qualified 401(a)profit- action of the Employer. sharing plan offered through ICMA Retirement Cor- poration for the Employee in the form of a money Option 2 purchase plan to which the Employer shall contribute The Employer shall adopt a qualified 401(a)defined [% ] of all performance bonuses annually. con- tribution plan offered through ICMA Retirement Corpora- Option 3 A:The Employee shall be required to con- tion for the Employee in the form of a money purchase tribute [ % ] of base salary or [dollar amount] annu- plan to which the Employer shall contribute[%] of com- ally on a pre-tax basis as a condition of participation. Section 8: General Business Expenses Recommended Language C. Employer also agrees to budget and pay for travel and subsistence expenses of Employee for short A.Employer agrees to budget and pay for professional courses, institutes, and seminars that are necessary for dues,including but not limited to the International City/ the Employee's professional development and for the County Management Association,and subscriptions of good of the Employer. the Employee necessary for continuation and full par- ticipation in national,regional,state,and local associa- tions,and organizations necessary and desirable for the non personal but job related nature are incurred by Employee's continued professional participation,growth, Employee,and agrees to reimburse or to pay said gen eral expenses. Such expenses may include meals where and advancement,and for the good of the Employer. Employer business is being discussed or conducted and B. Employer agrees to budget and pay for travel participation in social events of various organizations and subsistence expenses of Employee for profes- when representing the Employer. Such expenditures are sional and official travel, meetings, and occasions to subject to annual budget constraints as well as state adequately continue the professional development of and Employer ethics and purchasing policies. The Employee and to pursue necessary official functions finance director is authorized to disburse such moneys for Employer,including but not limited to the ICMA upon receipt of duly executed expense or petty cash Annual Conference,the state league of municipalities, vouchers,receipts, statements or personal affidavits. and such other national,regional,state,and local gov- ernmental groups and committees in which Employee E. The Employer acknowledges the value of having serves as a member. Employee participate and be directly involved in local civic clubs or organizations. Accordingly,Employer ICMA MODEL EMPLOYMENT AGREEMENT 2012 5 ATTACHMENT B Minutes of January 27,2017 shall pay for the reasonable membership fees and/ personal use, and pager for business and personal use or dues to enable the Employee to become an active required for the Employee to perform their duties and member in local civic clubs or organizations. to maintain communication with Employer's staff and F. Recognizing the importance of constant communi officials as well as other individuals who are doing cation and maximum productivity,Employer shall pro business with Employer.Upon termination of Employ vide Employee, for business and personal use, a laptop ee's employment,the equipment described herein computer, software,intemet connection at Employee's shall become the property of the Employee and at the permanent residence, mobile phone/personal digital discretion of the Employee any mobile phone number assistant and/or tablet computer for business and shall be transferred to the Employee. Section 9: Termination Recommended Language 4. If the Employee resigns following an offer to accept resignation,whether formal or informal,by A. For the purpose of this agreement,termination shall the Employer as representative of the majority of the occur when: governing body that the Employee resign,then the 1. The majority of the governing body votes to fermi Employee may declare a termination as of the date of nate the Employee in accordance with (cite applicable the suggestion. local law) at a properly posted and duly authorized 5. Breach of contract declared by either party with a public meeting. 30 day cure period for either Employee or Employer. 2. If the Employer, citizens or legislature acts to amend Written notice of a breach of contract shall be pro any provisions of the [charter, code, enabling legisla- in accordance with the provisions of Section 20. tion) pertaining to the role,powers,duties, author- ity,responsibilities of the Employee's position that Option 1 substantially changes the form of government, the A. In the event the Employee is terminated by the Employee shall have the right to declare that such Employer during the six (6)months immediately fol- amendments constitute termination. lowing the seating and swearing-in of one or more 3. If the Employer reduces the base salary,compensa new governing body members, and during such time that Employee is willing and able to perform his duties tion or any other financial benefit of the Employee, unless it is applied inno greater percentage than the under this Agreement,then, Employer agrees to pay average reduction of all department heads, such action Severance in accordance with Section 10 plus salary shall constitute a breach of this agreement and will be and benefits in accordance with Section 10 for any regarded as a termination. portion of the six months not worked. Section 10: Severance Severance shall be paid to the Employee when The Employer agrees to make a contribution to the employment is terminated as defined in Section 9. Employee's deferred compensation account on the A. If the Employee is terminated, the Employer shall value of this compensation calculated using the provide a minimum severance payment equal to then current annual salary of Employee at the date twelve (12) months salary at the then current rate of of termination divided by two thousand and eighty pay.This severance shall be paid in a lump sum or (2080) hours.If the amount of the contribution under in a continuation of salary on the existing [biweekly/ this Section exceeds the limit under the Code for a monthly] basis,at the Employee's option, contribution to the Deferred Compensation plan, the remainder shall be paid to the Employee in a lump B. The Employee shall also be compensated for all sum as taxable compensation. sick leave, vacation leave, and all paid holidays. 6 ICMA MODEL EMPLOYMENT AGREEMENT 2012 ATTACHMENT B Minutes of January 27,2017 C. For a minimum period of one year following termi- them in an amount not to exceed [$10,000 to $15,000 nation, the Employer shall pay the cost to continue the recommended], and following benefits: 6. Any other available benefits. 1. Health insurance for the employee and all depen- D• If the Employee is terminated because of a felony dents as provided in Section 4A, after which time, conviction, then the Employer is not obligated to pay Employee will be provided access to health insurance pursuant to the Consolidated Omnibus Budget Recon severance under this section. ciliation Act ("COBRA"). E. The termination and severance of Employee shall be in accordance with the "Separation Agreement" 2. Life insurance as provided in Section 4D agreed to by Employer and Employee. A template for 3. Short-term and long-term disability as provided in such agreement is provided by ICMA, and is incorpo- Section 4B rated herein by reference. 4. Car allowance or payment of lease, or provide *Provisions for severance and severance related ben- option to buy Employer's vehicle at depreciated value efi'ts may be governed by state and/or local law. Before S. Out placement services should the employee desire entering into negotiations, both parties should be knowledgeable about relevant legal provisions. Section 11: Resignation In the event that the Employee voluntarily resigns his/ provide a minimum of 30 days notice unless Employer her position with the Employer, the Employee shall and Employee agree otherwise. Section 12: Performance Evaluation A. Employer shall annually review the performance of B. Unless the Employee expressly requests otherwise the Employee in [month] subject to a process, form, in writing, the evaluation of the Employee shall at all criteria, and format for the evaluation which shall be times be conducted in executive session of the govern- mutually agreed upon by the Employer and Employee. ing body and shall be considered confidential to the extent permitted by law. Nothing herein shall prohibit The annual evaluation process, at a minimum, shall include the opportunity for both parties to: (1) the Employer or Employee from sharing the content of the Employee's evaluation with their respective legal conduct a formulary session where the governing body and the Employee meet first to discuss goals counsel. and objectives of both the past twelve (12) month C. In the event the Employer deems the evaluation performance period as well as the upcoming twelve instrument,format and/or procedure is to be modified (12) month performance period, (2) following that by the Employer and such modifications would require formulary discussion, prepare a written evaluation of new or different performance expectations, then the goals and objectives for the past and upcoming year, Employee shall be provided a reasonable period of (3) next meet and discuss the written evaluation of time to demonstrate such expected performance before these goals and objectives, and (4) present a written being evaluated. summary of the evaluation results to the Employee. The final written evaluation should be completed and D. In the event the Employee is an ICMA Credentialed delivered to the Employee within 30 days of the initial Manager, the multi-rater evaluation tool will be uti- lized at a minimum of every five years. formulary evaluation meeting. ICMA MODEL EMPLOYMENT AGREEMENT 2012 7 ATTACHMENT B Minutes of January 27,2017 Section 13: Hours of Work It is recognized that the Employee must devote a great The schedule shall be appropriate to the needs of the deal of time outside the normal office hours on busi- Employer and shall allow Employee to faithfully per- ness for the Employer, and to that end Employee shall form his or her assigned duties and responsibilities. be allowed to establish an appropriate work schedule. Section 14: Ethical Commitments Employee will at all times uphold the tenets of the commitments by refraining from any order,direction ICMA Code of Ethics, a copy of which is attached or request that would require Employee to violate the hereto and incorporated herein. Specifically, Employee ICMA Code of Ethics. Specifically, neither the govern- shall not endorse candidates,make financial contribu- ing body nor any individual member thereof shall tions, sign or circulate petitions,or participate in fund- request Employee to endorse any candidate,make any raising activities for individuals seeking or holding financial contribution,sign or circulate any petition, elected office,nor seek or accept any personal enrich- or participate in any fund-raising activity for individu- ment or profit derived from confidential information als seeking or holding elected office,nor to handle or misuse of public time. any matter of personnel on a basis other than fairness, Employer shall support Employee in keeping these impartiality and merit. Section 15: Outside Activities The employment provided for by this Agreement shall teaching,consulting or other business opportunities be the Employee's primary employment. Recognizing with the understanding that such arrangements must that certain outside consulting or teaching opportuni- neither constitute interference with nor a conflict of ties provide indirect benefits to the Employer and the interest with his or her responsibilities under this community, the Employee may elect to accept limited Agreement. Section 16: Moving and Relocation Expenses Recommended Language B.Employer shall reimburse Employee for actual lodging and meal expenses for his/her family in route from [loca- Employee agrees to establish residence within the cor- tion name]to[location name].Mileage costs for moving porate boundaries of the local government,if required, two personal automobiles shall be reimbursed at the cur- within [number] months of employment,and thereaf- rent IRS allowable rate of[cents amount]per mile. ter to maintain residence within the corporate bound- aries of the local government. C. Employer shall pay Employee an interim housing supplement of[dollar amount] per month for a period A. Employer shall pay directly for the expenses of commencing [date], and shall continue for a maxi- moving Employee and his/her family and personal mum of[u] months,or until a home is purchased property from [location name] to [location name]. and closed on,within the corporate limits of the [local Said moving expenses include packing,moving, government name], whichever event occurs first. storage costs, unpacking, and insurance charges. The Employee shall provide evidence of actual mov D.Employer shall reimburse Employee for a total of ing expenses by securing quotations from three (3) [number]round trip air fares for Employee and his/ companies.The Employee shall submit these quotes to her family[amount of total tickets] at any time during the Employer who, in consultation with the Employee, the first year of service to assist with house hunting and shall select the moving company. other facets of the transition and relocation process. The 8 ICMA MODEL EMPLOYMENT AGREEMENT 2012 ATTACHMENT B Minutes of January 27,2017 Employee and his/her family may utilize and distribute ing during the first year of this agreement. The cost of the total [enter number] individual round trip tickets this move shall not exceed (dollar amount). in any combination of individual members making the trips. The Employee shall be reimbursed for actual lodg F. The Employer shall pay the Employee's tax liability ing and meal expenses incurred by Employee or his/her on all Employer provided benefits for relocation and family members on any trips conducted prior to reloca- housing. tion,as detailed herein. E. The Employee shall be reimbursed, or Employer Option 1 The Employer shall pay a lump sum payment of[$3 to may pay directly, for the expenses of packing and moving from temporary housing to permanent nous the Employee to cover relocation costs. Section 17: Home Sale and Purchase Expenses Recommended Language Option 3 A. Employee shall be reimbursed for the direct costs Employer agrees to provide the Employee a loan for the associated with the sale of Employee's existing per- purchase of a home in an amount not to exceed [dollar sonal residence, said reimbursement being limited to amount]. Employee shall pay Employer a monthly mort- real estate agents' fees, and other closing costs that gage payment of[dollar amount] for interest,which is are directly associated with the sale of the house. Said equal to the amount currently being paid in principle and reimbursement should not exceed the sum of [$ ]. interest for the current residence. Employee shall accrue B. Employee shall be reimbursed for the costs inciden equity at a rate of[% ] per month. tal to buying or building a primary residence within Upon termination of employment with the Employer, the [local government], including real estate fees, title Employee shall have a maximum of six months to insurance, and other costs directly associated with the sell the home while continuing to reside in it under purchase or construction of the house, said reimburse- the terms and conditions here. Should the home ment not to exceed the sum of [$]. sell during the time period, Employer shall receive 100% of the proceeds minus the percentage of equity Option 1 accrued by Employee as described above, and minus the amount of equity originally invested by Employee. Employer shall reimburse Employee for up to three discount points within thirty (30) days followin Said accrued equity and original equity shall both g pur be payable to Employee upon closing. Said original chase of a home within the corporate limits of [local equity invested shall be calculated as an amount equal government name], in an effort to minimize mortgage rate differentials. to the percentage of original purchase price, repre- sented by the original equity investment by Employee, Option 2 and adjusted to be the same percentage of equity in the current sale price of the home. All closing costs Employer shall provide Employee with a borne by the seller shall be split between Employer [fixed-interest, variable-interest, interest-only] loan and Employee in a proportion equal to the equity to purchase a house. The amount of the loan shall share described above. Should the house fail to sell not exceed $ . The loan shall be repaid in within the allotted six month time period, Employer full to the Employer upon the occurrence of either of has the option of allowing the previous arrangement the following events: (i) the home, or the Employee's to continue in place or to purchase equity, calcu- interest in the home, is sold, transferred, or conveyed, lated as provided above, plus the original cost of all or (ii) the Employee's employment with the Employer; improvements made to the property. for any reason, is terminated. The Employer and Employee shall execute any and all documents neces- sary to document this transaction. ICMA MODEL EMPLOYMENT AGREEMENT 2012 9 ATTACHMENT B Minutes of January 27,2017 Option 4 Option 5 A. Employer shall provide a residence for Employee Employee shall place their current residence on the mar- at no cost to Employee other than the monthly cost of ket and make every reasonable attempt to sell residence. all utilities and services. Should Employee choose to If after six (6) months,Employee has not sold or agreed not accept the housing no additional housing incentive to sell their residence the Employer shall purchase the shall be provided to Employee. residence from Employee at ninety percent(90%) of current list price or appraised value whichever is less. B. Upon separation, voluntary or involuntary, Employee shall vacate the residence with six (6) Employer shall then place the residence on the market months of date of separation. with all proceeds of any sale to Employer. Section 18: Indemnification Beyond that required under Federal, State or Local damages,judgments, interest, settlements,penal- Law, Employer shall defend, save harmless and ties, fines, court costs and other reasonable costs and indemnify Employee against any obligation to pay expenses of legal proceedings including attorneys fees, money or perform or no perform action, including and any other liabilities incurred by, imposed upon, without limitation, any and all losses, damages,judg- or suffered by such Employee in connection with or ments, interests, settlements,penalties, fines, court resulting from any claim, action, suit, or proceeding, costs and other reasonable costs and expenses of legal actual or threatened, arising out of or in connection proceedings including attorneys fees, and any other with the performance of his or her duties. Any settle- liabilities arising from, related to, or connected with ment of any claim must be made with prior approval any tort, professional liability claim or demand or any of the Employer in order for indemnification, as pro- other threatened, pending or completed action, suit vided in this Section, to be available. or proceeding,whether civil, criminal, administrative, Employee recognizes that Employer shall have the arbitrative or investigation, whether groundless or right to compromise and unless the Employee is a otherwise, arising out of an alleged act or omission party to the suit which Employee shall have a veto occurring in the performance of Employee's duties as [job title] or resulting from the exercise of judgment authority over the settlement, settle any claim or suit; unless, said compromise or settlement is of a per- or discretion in connection with the performance of sonal nature to Employee. Further, Employer agrees program duties or responsibilities, unless the act or omission involved willful or wanton conduct. The to pay all reasonable litigation expenses of Employee Employee may request and the Employer shall not throughout the pendency of any litigation to which the Employee is a party, witness or advisor to the unreasonably refuse to provide independent legal rep Employer. Such expense payments shall continue resentation at Employer's expense and Employer may beyond Employee's service to the Employer as long not unreasonably withhold approval. Legal representa as litigation is pending. Further, Employer agrees to tion, provided by Employer for Employee, shall extend pay Employee reasonable consulting fees and travel until a final determination of the legal action including any appeals brought by either party. The Employer expenses when Employee serves as a witness, advisor or consultant to Employer regarding pending litigation. shall indemnify Employee against any and all losses, Section 19: Bonding Employer shall bear the full cost of any fidelity or other bonds required of the Employee under any law or ordinance. 10 ICMA MODEL EMPLOYMENT AGREEMENT 2012 I ATTACHMENT B Minutes of January 27,2017 Section 20: Other Terms and Conditions of Employment A. The Employer, only upon agreement with heads or general employees] of the Employer as provided Employee, shall fix any such other terms and condi- in the Charter,Code,Personnel Rules and Regulations or tions of employment, as it may determine from time to by practice. time,relating to the performance of the Employee,pro- vided such terms and conditions are not inconsistent Option 1—Appropriation with or in conflict with the provisions of this Agree- ment, the [local government] Charter, local ordinances The Employer has appropriated, set aside and encum- or any other law, bered, and does hereby appropriate, set aside,and encumber, available and unappropriated funds of the B. Except as otherwise provided in this Agreement,the municipality in an amount sufficient to fund and pay Employee shall be entitled,at a minimum,to the highest all financial obligations of the Employer pursuant to level of benefits that are enjoyed by or offered to other this Agreement, including but not limited to, the Sev- [appointed officials, appointed employees,department erance and other benefits set forth in Sectionl0. Section 21: Notices Notice pursuant to this Agreement shall be given by Notice shall be deemed given as of the date of per- depositing in the custody of the United States Postal sonal service or as the date of deposit of such writ- Service, postage prepaid, and addressed as follows: ten notice in the course of transmission in the United States Postal Service. (a) EMPLOYER: City of ( ) address city,state,zip (b) EMPLOYEE: name address city,state zip ICMA MODEL EMPLOYMENT AGREEMENT 2012 11 ATTACHMENT B Minutes of January 27,2017 Section 22: General Provisions A. Integration. This Agreement sets forth and estab- Employer and Employee subsequent to the expunge- lishes the entire understanding between the Employer ment or judicial modification of the invalid provision. and the Employee relating to the employment of the Employee by the Employer. Any prior discussions E. Precedence. In the event of any conflict between or representations by or between the Employer and the terms, conditions and provisions of this Agreement Employee are merged into and rendered null and void and the provisions of Council's policies, or Employer's ordinance or Employer's rules and regulations, or any by this Agreement. The Employer and Employee by mutual written agreement mayamend anypermissive state or federal law, then, unless otherwise g provision prohibited by law, the terms of this Agreement shall of this agreement during the life of the agreement. take precedence over contrary provisions of Council's Such amendments shall be incorporated and made a part of this agreement. policies, or Employer's ordinances, or Employer's rules and regulations or any such permissive law during the B. Binding Effect. This Agreement shall be binding term of this Agreement. on the Employer and the Employee as well as their heirs, assigns, executors,personal representatives and Name of Employer successors in interest. By: C. Effective Date. This Agreement shall become Governing Body Representative effective on Executed this the (number) day of (month), (year). D. Severability. The invalidity or partial invalidity of any portion of this Agreement will not affect the Employee validity of any other provision. In the event that any provision of this Agreement is held to be invalid, the Signature: remaining provisions shall be deemed to be in full Executed this the (number) day of (month),(year). force and effect as if they have been executed by both 12 ICMA MODEL EMPLOYMENT AGREEMENT 2012 ATTACHMENT B Minutes of January 27,2017 Appendix 1 SEPARATION OF EMPLOYMENT AND GENERAL RELEASE This Separation of Employment and General of all obligations due and owing Employee, Employer Release Agreement ("Agreement") is made by and shall: between the [local government] ("Employer") and ("Employee"). a. Pay Employee an amount equal to (J months of his current salary, subject to customary WHEREAS, Employer has employed Employee as its payroll deductions—to include Employee's portion ; however, the parties wish of health, dental and vision insurance premiums for to enter into a voluntary agreement to terminate their ( ) months. employment relationship and to resolve any actual or potential claims that either party may have against the b. Continue, and pay for, Employer's current health, other by reason of Employee's employment or termi dental and vision insurance coverages for ( ) nation thereof. months, ending on , 20_. WHEREAS, The parties desire to set forth the terms [C. INCLUDE ANY OTHER CONSIDERATION,SUCH and conditions governing Employee's separation of AS AGREEING NOT TO CONTEST UNEMPLOYMENT, employment and to provide for the settlement and ALLOWING THE EMPLOYEE TO PURCHASE HIS release of any and all disputes or controversies that WORK LAPTOP, ETC.] have arisen, or which may hereafter arise,between 3. SURRENDER AND VACATION OF EMPLOYER's Employer and Employee, including without limitation, PROPERTY. Upon execution of this Agreement, any and all claims arising out of or in any way related Employee shall deliver all Employer's property in his/her to Employee's employment with or separation from possession and further, shall vacate Employer's property. the Employer. 4. RELEASE AND WAIVER OF CLAIMS. In con- NOW THEREFORE, in consideration of the mutual sideration of the benefits to be provided to Employee covenants herein contained and the mutual benefits to pursuant to this Agreement, Employee—including his be derived therefrom, the sufficiency of which consid- heirs and assigns—hereby irrevocably and uncondi- eration is hereby acknowledged by the undersigned, tionally releases, acquits and discharges Employer and Employer and Employee agree and state: each of its past, present and future elected officials, department heads, officers, employees, agents,rep- 1. 'TERMINATION OF EMPLOYMENT. Upon resentatives and attorneys from any and all charges, their mutual agreement, Employee's employment shall terminate on complaints, claims, liabilities, obligations,promises, 20_, which shall be Employee's final date of agreements, controversies, damages, actions, causes of employment. action, suits, rights, demands, costs, losses, debts and expenses (including attorneys' fees and costs actually 2. NO ADMISSION OF LIABILITY. This Agreement incurred), of any nature whatsoever, whether known is not an admission by Employee or Employer of any or unknown, arising out of any act, omission, or event wrongful conduct whatsoever. Both parties deny and from the beginning of time up to the execution of this disclaim any liability to or wrongful conduct against Agreement. Employee specifically acknowledges and the other or any third party. agrees that he is releasing and giving up any right that 3. PAYMENT AND BENEFITS. Employee shall he may now have under federal or state law or polio receive his/her regular paycheck for the pay period cal subdivision thereof and any claims that he may ending 20 on or before 20 now have or could have asserted against Employer. Employee shall receive on or before , 20_an Employee specifically agrees to release all claims that additional payment to compensate for his accumulated against Employer under many different laws,including leaves (vacation and floating holidays) and comp time, but not limited to: the Age Discrimination in Employ- subject to customary payroll deductions. ment Act, the Older Workers Benefit Protection As consideration for this Agreement and the release Act, and Executive Order 11141, which prohibit age contained within, and in full and complete satisfaction discrimination in employment; Title VII of the Civil Rights Act of 1964, Section 1981 of the Civil Rights Act ICMA MODEL EMPLOYMENT AGREEMENT 2012 13 ATTACHMENT B Minutes of January 27,2017 of 1866,and Executive Order 11246,which prohibit been sold, assigned or pledged to any third party; discrimination based on race, color,national origin, and he/she presently possesses the exclusive right religion, or sex;the Americans with Disabilities Act to receive all of the consideration paid in exchange and Sections 503 and 504 of the Rehabilitation Act of for this Agreement. 1973,which prohibit discrimination based on disabil b.Employee represents and warrants that he/she has ity;any other federal,state, or local laws prohibiting not and will not file any complaints, charges or law- employment or wage discrimination; the Fair Labor Standards Act of 1938 and state laws that regulate suits against Employer or any of its past,present and future elected officials,department heads,officers, wage and hour matters; the Family and Medical Leave Act of 1993;the Employee Retirement Income Security employees,agents,representatives or attorneys with Act of 1974; any federal, state, or local laws providing any governmental agency or any court,including without limitation, any claim or matter of any nature workers' compensation benefits, prohibiting retalia- tory or wrongful discharge,otherwise restricting an whatsoever related to or arising out of his employ employer's right to terminate employees, or otherwise ment with or separation of his/her employment, claims for breach of con except Employee expressly reserves the right to file a tract,regulating employment;o estoppel, claim for unemployment benefits. Employee further promissory defamation, slander, or agrees to indemnify and hold Employer harmless libel; claims for termination pay, severance, or other from any and all loss,costs,damages or expenses, benefits; and any other federal, state, or local tort or including reasonable attorney fees incurred by contract claim.Employee expressly waives all rights Employer,arising out of any claim concerning the that he might have under any law that is intended to separation of employment protect him from waiving unknown claims. p P yment that may hereafter be made by the Employee or any other party. Employer hereby irrevocably and unconditionally c. Employer represents and warrants that it has not releases, acquits and discharges Employee from any and will not file any complaints,charges or lawsuits and all from any and all charges, complaints,claims, with any governmental agency Employee a against liabilities,obligations,promises, agreements,controver g or any court,including without limitation,any sies,damages, actions, causes of action, suits,rights, claim or matter of any nature whatsoever relating demands, costs,losses,debts and expenses (including to or arising out of Employee's employment with attorneys' fees and costs actually incurred), of any Employer or the separation of his employment from nature whatsoever,whether known or unknown, aris Employer. Employer further agrees to indemnify ing out of any act, omission,or event from the begin and hold the Employee harmless from any and all ning of time up to the execution of this Agreement. loss, costs, damages or expenses,including reason- 5. REFERENCES AND NON-DISPARAGEMENT. If able attorney fees incurred by Employee, arising it is necessary for Employer to provide a reference out of any claim arising from the separation of to a prospective employer,Employee agrees that his employment that may hereafter be made by he will direct the prospective employer to contact Employer or any other party. Additionally,Employee and the elected d. Each party is fully aware of the contents of this officials agree that they shall not disparage or make Agreement and of its legal effect and understands negative comments about each other;provided that that it should obtain legal advice regarding this this Section shall not apply to comments made to any Agreement as they deem appropriate.The parties other governmental entity or as required by law. hereto and each of them,have carefully read this 6. REPRESENTATIONS AND WARRANTIES. The Agreement and know the contents thereof,and they undersigned parties hereby represent and warrant the signed the same freely and voluntarily. following to the other: e. This Agreement sets forth the entire agreement a. Employee represents and warrants that:he/ between the parties and supersedes any and all she is legally and mentally competent to sign this prior agreements or understandings between the Agreement; he/she is the sole owner of any claims parties pertaining to the subject matter herein. No against the Employer;he/she has the requisite waiver of a breach of any provision of this Agree- capacity and authority to make this Agreement, and ment shall be construed to be a waiver of any no portion of any existing or potential claims has breach of any other provision of this Agreement or 14 ICMA MODEL EMPLOYMENT AGREEMENT 2012 ATTACHMENT B Minutes of January 27,2017 of any succeeding breach of the same provision. carefully read the Agreement and the Release No delay in acting with regard to any breach of any included herein; (c)fully understands it;and (d) provision of this Agreement shall be construed to is entering into it voluntarily. Employee represents be a waiver of such breach. If any provision in this that Employer encouraged him/her to discuss this Agreement is found to be unenforceable, all other Agreement with an attorney of choice before sign- provisions will remain fully enforceable. ing it. This Agreement shall not become effective or enforceable until the seven-day revocation period f. No promise or inducement has been made or offered, except as herein expressly set forth, and has expired without Employee having revoked this Agreement is executed without reliance upon acceptance of it. any statement or representation by any of the IN WITNESS WHEREOF,the parties have executed released parties or their representatives. this Agreement as of the respective dates set forth g. The language of all parts of this Agreement shall, below and each hereby acknowledge receipt of an in all cases, be construed as a whole,according executed copy of this Agreement. to its fair meaning, and not strictly for or against either party. On behalf of the Employer of h. This Agreement and any amendments hereto may be executed in multiple counterparts by the . parties. Each counterpart shall be deemed an origi- nal,but all counterparts together shall constitute one and the same instrument Employer 7.JURISDICTION. This Agreement shall be gov- erned by the laws of the State of , and the County District Court shall have exclu- Date sive jurisdiction of any disputes arising under this Agreement. Attested by: 8. BINDING EFFECT. This Agreement shall be bind- ing upon and shall accrue to the benefit of the parties hereto,their respective personal representatives, suc- Employer's Representative cessors in interest and assigns. 9.REVIEW&REVOCATION. The parties acknowl- Date edge that Employee may revoke his/her acceptance and execution of this Agreement at any time within seven (7) days of the date of his/her execution of it. On behalf of Employee: Any revocation shall be in writing and shall be effec- tive upon timely receipt by the Employer's Attorney. If the revocation is submitted by mail,the revoca- tion must be postmarked before the expiration of the seven (7)-day revocation period,and must be sent by overnight mail or other method so that it is Date received at the above address no later than the next business day immediately following the expira- tion of the seven (7)-day period.Further,Employee represents that,before accepting and executing this Agreement,he/she was given a review period of twenty-one (21) days in which to consider it. Employee further represents that he/she: (a) took advantage of as much of this period as required to consider this Agreement before signing it; (b) ICMA MODEL EMPLOYMENT AGREEMENT 2012 15 Minutes of January 27,2017 777 North Capitol Street, NE y @ICMA C mA Suite 500 f facebook.com/ICMAorg Washington, DC 20002-4201 in linkedin.com/company/icma 202.289.ICMA(4262) icma.org/kn icma.org