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Resolution 2024-33223 RESOLUTION NO. 2024-33223 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA,APPOINTING ERIC T.CARPENTER AS CITY MANAGER EFFECTIVE JULY 24, 2024 AND AUTHORIZING THE CHAIR OF THE FINANCE AND ECONOMIC RESILIENCY COMMITTEE TO NEGOTIATE THE TERMS OF AN EMPLOYMENT AGREEMENT WITH MR. CARPENTER,WHICH AGREEMENT WILL BE SUBJECT TO FINAL APPROVAL BY THE MAYOR AND CITY COMMISSION. WHEREAS, on March 28, 2024, City Manager Alina T. Hudak submitted a letter to the Mayor and City Commission advising the Commission of her decision to step down as City Manager; and WHEREAS, at a Special Meeting of the Mayor and City Commission on April 18, 2024, the City Commission directed the City Clerk and City Attorney to initiate the process to enable the City Commission to select and appoint a new City Manager; and WHEREAS, GovHR USA, a government executive recruitment firm, was selected by the City Commission to assist with the national search and selection process, which resulted in attracting 124 applicants from 29 states, including 59 applicants from within Florida; and WHEREAS, GovHR USA selected eight semi-finalists based on their experience and suitability for the role of City Manager, conducted first-round reference checks, social media checks, and personal interviews; and WHEREAS, at the July 9, 2024 Special Commission Meeting, following individual virtual interviews with the eight semi-finalists, the City Commission selected, pursuant to a ballot vote, the following individuals as finalists for the position of City Manager: Anthony Alicastro, Eric T. Carpenter, Tarik Rahmani, and Jerome "Jay" C. Wilverding; and WHEREAS, the City Commission conducted in-person interviews with the finalists on July 23, 2024, and public interviews during the Commission Meeting on July 24, 2024; and WHEREAS, following the interviews and deliberation, the City Commission selected Eric T. Carpenter for the position of City Manager with his appointment to take effect immediately; and WHEREAS, the City Commission desires to provide certain benefits and establish certain conditions of employment for Eric T. Carpenter in his capacity as City Manager; and WHEREAS, Mr. Carpenter desires to accept the position of City Manager for the term of the Employment Agreement; and WHEREAS, Mr. Carpenter will enter into contract negotiations for an employment agreement with the Chair of the Finance and Economic Resiliency Committee representing the City in these negotiations and the City Attorney responsible for drafting the final agreement, with the final agreement subject to the approval of the City Commission. NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the Mayor and City Commission hereby appoint Eric T. Carpenter as the City Manager for the City of Miami Beach, and authorize the Chair of the Finance and Economic Resiliency Committee to negotiate the terms of an Employment Agreement with Mr. Carpenter, which Agreement will be subject to final approval by the Mayor and City Commission. PASSED and ADOPTED this 24th day of July 2024 Steven Meiner, Mayor ATTEST: JUL 292o24.. Rafael E. Grana& City Clerk `.1N(ORP�ORATED,•' i �1 i`I APPROVED AS TO FORM &LANGUAGE &FOR EXECUTION . 4,--110,,.:. : :.,, ,.,., .: -. . w aw,' ---ii Li 1 z_oz4- City Attorney Date Discussion Items -R9 D MIAMI BEACH COMMISSION MEMORANDUM TO: Honorable Mayor and Members of the City Commission FROM: City Attorney Ricardo J. Dopico City Clerk Rafael E. Granado DATE: July 24, 2024 TITLE: OVERVIEW OF PROPOSED CITY MANAGER INTERVIEW PROCESS; INTERVIEWS OF FINALISTS: ANTHONY ALICASTRO, ERIC T. CARPENTER, TARIK RAHMANI, AND JEROME "JAY" C. WILVERDING; AND SELECTION OF CITY MANAGER. RECOMMENDATION N/A BACKGROUND/HISTORY On April 18, 2024, the City Commission directed the City Clerk and City Attorney to initiate the process of selecting and appointing a new City Manager. GovHR USA, a government executive recruitment firm, was selected by the City Commission to assist with the search and selection process, which resulted in attracting 124 applicants from 29 states, including 59 applicants,from within Florida. GovHR USA selected eight semi-finalists based on their experience and suitability for leading Miami Beach, conducted first-round reference checks, social media checks, and personal interviews, and will conduct background checks on the finalists. At the July 9, 2024, Special Commission Meeting, the City Commission discussed the selection process for the new City Manager and reviewed the eight semi-finalists presented by GovHR USA. From this review, Anthony Alicastro, Eric T. Carpenter, Tarik Rahmani, and Jerome "Jay" C. Wilverding were selected as finalists for the City Manager position. The next steps in the process include in-person interviews by the Mayor and Commissioners with the finalists on July 23, 2024, followed by public interviews during the Commission Meeting on July 24, 2024. ANALYSIS I. Introduction The purpose of this memorandum is to outline the proposed interview process for the selection of the City Manager, scheduled for July 24, 2025. This process involves individual public interviews of the finalists: Anthony Alicastro, Eric T. Carpenter, Tank Rahmani, and Jerome "Jay" C. Wilverding, followed by the City Commission's selection of the City Manager. II. Proposed Interview Process 1. Timing and Format: Each finalist will be allocated 30 minutes for an individual public interview with the City Commission. The City Clerk will monitor time and allow a 2-minute grace period at the 28-minute mark to facilitate a conclusion. 2. Questioning Protocol: During the public interviews, questions posed to candidates will be drawn exclusively from a Master List. Commissioners have contributed to this list to Page 1561 of 1750 ensure a comprehensive range of topics. Follow-up questions may be asked based on the candidates' responses. 3. Commissioner Participation: To accommodate time constraints, each Commissioner will have the opportunity to pose at least two questions to every candidate during the interviews. 4. Additional Considerations: In addition to the public panel interviews, each Commissioner will have an opportunity to conduct one-on-one interviews with all finalists to further inform their decision-making process. III. Employment Law Considerations It is crucial to emphasize that the selection of the City Manager constitutes a significant policy decision with employment law implications. Federal, State, and City anti-discrimination laws, including the City's Human Rights Ordinance, prohibit discrimination based on various protected classes. These include: • Race • Color • National Origin • Religion • Sex • Intersexuality • Gender Identity • Sexual Orientation • Marital and Familial Status • Age • Disability • Ancestry • Height • Weight • Hair Texture and/or Hairstyle • Domestic Partner Status • Labor Organization Membership • Familial Situation • Political Affiliation IV. Guidelines for Questioning While questions on the Master List will be vetted for compliance with anti-discrimination provisions, Commissioners must remain vigilant during follow-up questions to avoid any semblance of bias related to protected characteristics. Common pitfalls involve questions concerning gender, age, or disability. Examples of acceptable and unacceptable questions are provided as follows: • Acceptable: "How long did you stay in your last role?" • Not acceptable: "How old are you and when did you first start working?" (Age discrimination) • Acceptable: "Do you have any commitments that might prevent you from performing the functions of City Manager?" • Not acceptable: "Are you married? Are you single? Do you have any children or are you . planning to have children?" (Familial status discrimination) Page 1562 of 1750 • Acceptable: "Accurately describe the job and ask if the candidate can perform all functions." • Not acceptable: "Do you have a disability? Have you ever filed a worker's compensation claim?" (Disability discrimination) FISCAL IMPACT STATEMENT N/A Does this Ordinance require a Business Impact Estimate? N/A (FOR ORDINANCES ONLY) If applicable, the Business Impact Estimate (BIE)was published on N/A. See BIE at: https://www.miamibeachfl.gov/city-hall/city-clerk/meeting-notices/ FINANCIAL INFORMATION N/A CONCLUSION It is imperative that Commissioners adhere strictly to these guidelines to ensure a fair and legally compliant interview process.The Office of the City Attorney and the Office of the City Clerk remain available to address any questions or concerns regarding this process. Applicable Area Citywide Is this a "Residents Right to Know" item, Is this item related to a G.O. Bond pursuant to City Code Section 2-17? Project? No No Was this Agenda Item initially requested by a lobbyist which, as defined in Code Sec. 2-481, includes a principal engaged in lobbying? No If so, specify the name of lobbyist(s)and principal(s): Department City Clerk Sponsors) Co-sponsors) Page 1563 of 1750 Condensed Title City Manager Selection Process: Public Interviews and Finalist Selection. (CC/CA) Page 1564 of 1750 Candidate 1 Anthony Alicastro ANTHONY ALICASTRO Miami Beach,FL i I anthonyalicastro@gmail.com ; linkedin.com/in/anthony-alicastro/ Highly effective administrator with extensive experience in working in the public sector and administering public assets while in the private sector. Demonstrated ability to achieve transformative results in complex and challenging political and economic environments, with broad experience in complex multinational management. Recognized for open communication, transparency, and authenticity throughout career; built trusted relationships with country presidents, national and local government agencies.Experienced in multiple boards across industries and throughout the world. Public asset administration and Operations:Focused on increasing levels of customer service and satisfaction as well as improving the safety and security of operations.Led the process to achieve first-ever international certification for safety and security in Bolivia and Jamaica.Lowered operating costs through restructuring and integration of management teams. Strategic Planning: Developed strategic plans, including vision and mission for multiple companies, in alignment with core values,creating updated strategy and new direction and consistently improving customer satisfaction. Multi-cultural/environment Management: Managed multisite organization across seven countries in US, Canada, Latin America,and Europe,addressing diverse cultures,legal matters,business practices,and languages. Transformation&Change: Led multiple transformations, including start-up and established global organizations, significantly improving company financial performance,workplace environment,and customer service. PROFESSIONAL EXPERIENCE Senior Management Advisor/Consultant,Miami,USA 2024 - ongoing Yunex Traffic,Project executive,Miami,USA 2023-2024 Provided senior project oversight for Yunex Traffic in its $170 million Automated Traffic Management System project with Miami-Dade County,the largest of its kind in the United States. • Led governmental affairs and customer outreach and coordinated efforts with outside contractors and consultants. • Represented Yunex Traffic at Commission,Mayoral and Departmental levels of Miami Dade County government. • Provided strategic guidance and mentoring to project team. Senior Management Advisor/Consultant,Miami,USA 2021-2023 Provide business management advice on a consultancy basis. • Led acquisition team on behalf of an international client in the purchase of a Florida based biotech company. Responsibilities included financial and asset due diligence,on•site inspections and meetings with senior management of target companies. • Advised international digital media start up including corporate structure,tax optimization and business development strategy. Emovis,Paris,France 2018— 2020 With over 650 employees in seven countries, Emovis designs,develops, implements, and operates some of the world's largest free flow road tolling businesses in the US, UK,Ireland,and Canada. Emovis is the technology arm of Abertis,the world's largest toll road operator,managing over 5,300 miles of roads in 1S countries in Europe,the Americas,and Asia. Chief Executive Officer,Emovis Led transformation of underperforming business: created new vision and strategic plan, revamped commercial policy, and developed innovation and technology roadmap. • Exceeded all 2019 company financial objectives with EBITDA 15%above budget Page 1566 of 1750 • Won €32 million,50-month contract to design,deliver,operate, and maintain an innovative electronic tolling system for Ashghal,Qatar's Public Works Authority,establishing the first ever free flow toll road in Doha.Led project proposal presentation to senior Qatari officials. • Selected by State of Utah to provide a first-of-its-kind Road Usage Charge for Alternative Fuel Vehicles(AFVs)program. • Instituted an innovation and technology roadmap showing the development of current and future products and the commercial opportunities where they could be deployed. Emovis, Runcorn,England 2015 — 2018 Chief Executive Officer,Emovis Mersey Directed project delivery,business start-up,and ongoing operation of Merseyflow,a free-flowing toiling solution,on the newly- constructed Mersey Gateway Bridge on behalf of Halton Borough Council. • Delivered the tolling system and customer call center on time and on budget.Worked closely and effectively with Halton Borough Council. • Winner of the International Bridge,Tunnel and Turnpike Association 2018 European Toll Excellence Award. • Led the pre-opening media and community outreach campaign, resulting in rapid public acceptance of new tolling scheme. Sangster International Airport,Montego Bay,Jamaica 2014— 2015 Sangster international Airport is Jamaica's main tourism gateway handling approximately 3.5 million passengers annually. Chief Executive Officer Administrator of Jamaica's largest and most strategic asset, including operations and maintenance, financial management, regulatory compliance, capital improvement program, labor relations, and stakeholder and community relations. Overall responsibility for 2014 revenues of more than$67 million,2014 EBITDA of$32.3 million(+4.6%budget),and 160 employees. • Led successful tariff negotiations with the Jamaican Civil Aviation Authority,resulting in a 70%increase in aeronautical revenues (S22 million additional revenue per annum). Developed regulatory proposal, negotiated with stakeholders, and built consensus with airlines. • Obtained the airport's aerodrome operator's certificate and license following an in-depth regulatory audit in 2014,the first time that this extensive audit framework,based on the International Civil Aviation Organization(ICAO)model,was utilized in Jamaica. • Managed the business during the sale of Abertis' majority shareholder interest in the airport concession, leading management presentations to potential buyers,ensuring a smooth transition to the new shareholder,and'continuity of business operations.At the request of new shareholder,remained at the airport during transition to a new CEO. Servicios de Aeropuertos Bolivianos S.A.,Cochabamba,Bolivia 1998—2013 A company dedicated to the administration,modernization,and expansion of the largest and most important airports in Bolivia. Chief Executive Officer Provided strategic, financial, and operational leadership to the three main airports in Bolivia, with responsibility for annual revenues of more than $28 million, EBITDA of$6.3 million, and 420 employees. Led the capital program, including master planning for airport expansions.Developed relationships with all stakeholders,including highest-level government officials. • Sustained profitability over eight years despite a freeze in regulated tariffs and government mandated annual salary increases totalling 62%for the period. • Grew revenues from$16.3 million to$28.3 million during tenure through increased focus on non-regulated sources of income,achieving 50%increase in commercial revenues in the last five years. • Obtained governmental operational certification of the three airports for first time in their history following an intensive cycle of operational audits from both the Bolivian civil aviation regulator(DGAC)and the ICAO. • Reduced staff costs by$500,000 per year through a restructuring of the management teams in the three airports. • Successfully managed the business through two sales processes,ensuring a smooth transition to the new shareholders and the continuity of the business operations. City and County of San Francisco San Francisco International Airport 1990—1998 Page 1567 of 1750 { Principal Property Manager Managed property and concession development for over 40 airlines and concessions. Wrote lease and bid documents and negotiated airline,retail,and telecommunication leases. City and County of San Francisco Office of the City Attorney 1986—1990 Deputy City Attorney Represented San Francisco International Airport in commercial and noise abatement matters. Represented San Francisco Retirement System in worker's compensation litigation.Represented Department of Social Services in child protection litigation. BOARD LEADERSHIP Servicios de Aeropuertos Bolivianos SA, Board Member Sangster International Airport,Board Member Chairman of the Board of the following companies:Emovis SAS Paris,France;Emovis UK;Emovis Ireland;Emovis Croatia; Emovis USA;Emovis Puerto Rico EDUCATION Juris Doctor,University of San Francisco School of Law,San Francisco,CA Bachelor of Science in Foreign Service,Georgetown University,Walsh School of Foreign Service,Washington,DC Member,California Bar Association LANGUAGES English,native speaker Spanish,fluent Italian,fluent French,conversational • Page 1568 of 1750 Candidate 2 Eric T . Carpenter ERIC T.CARPENTER,P.E. EXPERIENCE City of Miami Beach,Miami Beach,FL (May 2013 to Present) Deputy City Manager/Assistant City Manager/Director of Public Works • Since April of 2021 I have served as the Deputy City Manager with a responsibility for all areas of the City including delegated signature authority and duty to serve as the City Manager any time the Manager is away from the office. Specific programs included the General Obligation Bond Program that successfully passed a $159M bond referendum for Art and Culture in 2022. Led the collective bargaining team that negotiated contracts with all five of the bargaining units in the City. Also served as a trustee of the Miami Beach Police and Fire Fighter Pension Fund one of the ten largest pension funds in the state with assets under management in excess of$1.1 billion. • From August of 2015 to April 2021 Assistant City Manager with an expanding portfolio of Departments and Divisions that were direct reports. These include Public Works, Parks and Recreation, Capital Improvement Projects,Parking,Building,Planning,Code Compliance and Economic Development.I report directly to the City Manager and oversee activities related to the infrastructure, public engagement, permitting and economic well-being of the City of Miami Beach, with significant direct interaction with the Mayor and Commission. That has included periods where I have been responsible for over 800 employees and at any given time there are more than 100 capital projects in different stages of planning, design, and construction with a 5-year capital budget of nearly one billion dollars. • Lead negotiator on several public/private partnerships and property acquisition projects valued more than $750M that resulted in approximately 15 acres of additional park space within some of the most densely populated areas of Miami Beach;public improvements valued at more than $75M as well as affordable and workforce housing units to provide additional opportunities to diversify the residential population of the City. • Led the program to complete the renovation of the Miami Beach Convention Center, a nearly $600M improvement of the 40-year-old building, to make it competitive for high end convention events that will continue to contribute to the economic stability of Miami Beach and Miami-Dade County. • Principle Administrator tasked with the public education leading up to the referendum and implementation upon passage of a$439M general obligation bond program. Financial planning to raise over$300M in capital for the City of Miami Beach program to provide for adaptation to sea level rise through creative methods such as tax increment financing and stormwater utility structuring. Led the preparation of documentation to meet State criteria and negotiated with Miami-Dade County for the creation of a Community Redevelopment Agency in the North Beach area that will fund improvements to that area for years to come. • Navigated the challenges of operating a primarily tourism economy through the Covid-19 pandemic with significant mid-year budget adjustments and furloughs of employees to avoid the need for more sweeping layoffs. • During tenure as Public Works Director from May 2013 to April 2018 served as Department Head responsible to manage a Sanitation operation (providing municipal solid waste services as well as cleaning services for public spaces, 19 hours per day seven days a week,to keep a busy urban area and tourist destination clean); Property Management(responsible for maintenance and upkeep of over 4 million square feet of space within 96 buildings); Engineering and Operations(that manage the operation and maintenance of approximately 23 million gallon per day water/wastewater system, a very complex stormwater system); Fleet Management (responsible for the maintenance, upkeep, operation and capital replacement of a fleet of approximately 1,200 vehicles and equipment); Transportation (responsible for a public transportation system and traffic engineering functions). Page 1570 of 1750 ERIC T.CARPENTER,P.E._. • City of Doral,Doral,FL (February 2006 to May 2013) Director of Public Works • Responsible for building a four person maintenance operation into a fuli.service Department handling all aspects of approximately 55 miles of roads including landscaping, engineering, permitting, capital projects, creation of a stormwater utility, property management and public transportation. Implemented the first public transportation system in Doral, the Doral Trolley and played an integral role in the construction of a new 522 million Government Center, 58 million Public Works facility and approximately 530 million in new parks construction.Also served as the City's Emergency Manager. Cherokee Enterprises Inc.,Miam:Lakes,FL (July 2002 to February 2006) Project Manager • Entrusted to coordinate and implement large-scale stormwater management and roadway restoration projects. The work consisted of sites located throughout south Florida and involved the replacement of roadway drainage systems, roadway repairs as well as the maintenance dredging and improvement of canals and cuiverts. Responsibilities included: interfacing with different agencies and officials including the South Florida Water Management District, as well as various County and municipal entities to ensure the projects were in alignment with the goals of each contributing entity;coordinating with design engineers,geotechnical engineers, and surveyors, to complete engineering designs in the most efficient manner possible; managing the work flow and backlog in order to expedite the construction at over 400 sites. PMK Group Inc.,Kenilworth,New Jersey (November 1997 to July 2002) Project Manager • Responsible charge for multiple projects involving many facets of environmental and geotechnical engineering as well as construction management throughout the NY/NJ/CT area. Entrusted with managing large scale multidisciplinary engineering projects including site acquisition and redevelopment for several municipal entities, permitting and cost estimating for remediation and development of property with environmental issues including former Superfund sites; preparation of public bid documents; oversight.of construction activities;and interfacing with regulatory agencies.Primary responsibilities included client relations,technical review for accuracy of work performed by colleagues, coordination of staff, and decision-making responsibilities for all aspects of project execution and billing. CERTIFICATIONS/QUALIFICATIONS • Florida Licensed Professional Engineer PE 110061421 • 14 years as member of Board of Directors for South Florida Branch of APWA(Chairman 2017-19) • Awarded 2010 Government Engineer of the Year by Miami-Dade Branch of ASCE • Florida Department of Transportation Intermediate MOT Certification • Army Corp of Engineers Construction Quality Management for Contractors EDUCATION • R.S Engineering,Major in Civil,Minor in Chemistry,University of Maryland(Class of 1997) • Continuing Education courses in Pressurized Water Flow, Pipe Design, Traffic Calming, Construction Quality Management, Construction Health and Safety, Issues in Design/Build Construction, New Developments in Greywater Irrigation, Problems and Risks Associated in Green Construction, Issues in Environmental Remediation,Brownfield Redevelopment,as well as Laws and Rules for Engineering Principles COMPUTER SKILLS • MS Office,Microsoft Word,Excel,Access,Power Point,and Outlook.Microsoft Teams,GIS,Zoom PROFESSIONAL AND PERSONAL REFERENCES Ava!lable upor.request Page 1571 of 1750 Candidate 3 Tarik Rahmani TA R I K . , . . . . RAHMANI • Experience President of Finance 2021-PRESENT Representi the Department on the Leagues California cities and overseeing the Mayors eAIM .t, Board of Directors anrworkscnconjunction and Council Members goals.Assisting and .- with the other members of the Executive providing hrgh•que!ity service to cities and WMr..tigEdia.mm(ut/ to support the priorities of the their citizens fariloahmati isticrstanariiailcup 2022-PRE Deputy City Manager ._ i Reports d'rectly to the City Manager ai:t of the City s operating budget. manages the SustainahiliCy,innovation Capital improvement and inframrurture and Performance Management Rrogram.financial and fiscal anagrams Areas of Expertise . Department. and on-going enhancement of the Coy's • Budget,Accounting revenues. &Internal Control Oversees.Fin:once Department • ir Treasury& Information Technology&Security •Works closely With the City Manage! and Investment Department,Public Information xer;rive Management ream to monKor Local Government Office.innovation,Sus:a:na04,and the organizational structure.staffing. Strategic Planning Pero;rrant r Man.sgemarir Office service ieveis,and acirinistratsve systems O inter-governmental required to accomplish the goals and Relations •Serves as t!ie Citys Chief Financial& vision or the City Manager anti the City Public Information& lnovation Officer responsible for the Council effectively and efficiently Engagement t Capital Improvement financial development and inar:agement Programs 2019-2023 Finance Director O Information •• ., ' ' Serves as the(-iris Cruef Financial City Council effeuivety and efficiently. Technology& SErategi,t a+.,r;-span;ible for the -Responsible for all strategic and tactical Innovation financial development aria management m att2rs related to budge:management. o Labor Relations -- ERP Implementation of the C:t}'s operating budget.Capital cost benefit analysis.forecasting^eeds. 4 Public Works& improvement anc Infrastructure and securing of new funding. utlritles cgr.?rrr,fin ':crag and fiscal orag-a rs. Loads the techn:cai and^tan-.er;al • Sustatnability .zrm on•gr,rg erhance.•nenc of tie co!mrpetency rt;accuuntirt;,intern:ai v Economic Cirys revenues. control,audrorig,budget.forecasting, Development •Reports directly:0 the unity Manager a!IC financial analysis.planning.debt.issuance O Organizational manage:a slepaitrne;rt v''approximately and management,risk analysis.allocation Assessment 38 tuii orr•e and 1i;part-crow employees of resources and serace levels to meet t• Performance which induces Revenue.-inancial residents and business romm tiny Management Acsni;nting.Purc hasing and •Oversee;the operation of Finance Runge:d.'nsians division functions,activities and •'i'lorics closelii with trio .ty Manage` and anagrams.sets orle=nves and manages executive Management lean,to monitor the performance ol subordinate staff he organizational structure staff.rig, engaged in tie.fineo air.,,•u�. service levels.-si vc dmrnistr.st ce s,scen?t required to,crrjrrplsh the gnats arid Md':dget •irlu rr•p . • Page 1573 of 1750 . „ . . Executive Finance Officer 2014•2019 The eCflycluv Alliance it 1 mernmen; developmg sirant business plans and agency rharwas formed bytiineWashington managing programs r p the plan.providing Stare cities and over 20 poOlit agencies necessary resources and adhering to tocated ,n the Puget Sound iSeattle area budget author tv as ar inter-local governmental partnership • Leads the respunsibrlity tur ll finance votir a mission or provid:ng cor.vernent and services and actrii.ties including azzo..01;ing. LunsIste:q..,n1we Se '.CeO lii the oulget. wary., mariagew er it •F7,S;:f e",that eCityGov All:ance Drograms and risk managemenr from proposal develuorneut oughuut execut:on, are compliant with trio goals set r.ty the Executive Board. 1 his •nrludes =roma 2014.2019 Finance Manager . • 't• .. • c)versee,., the City!, (!;;..it operanims nnancial operations kerruitmg. framing, includ.ng accounting. budget. treasury, developing aril sopeopsing financial and payroll, ret rernert revenue purchasing adimn.strative staff onsui ing performance and pioctirement, utility rates fmarcial expectat:or.s are communicated afar met models and budget anal,r4v. •Birilt strong ann productive rnianonships through suporthriate between city Grua'titients and .Aternal • Member of City's Management ;earn stakenolder, and outside agencies to supervises staff and manages the daily foster a climate wilere the organization operations or all financial and business- can acumplisr: Is priorities set by the City •elareo ,operatiOniS I:1d manages t:ounc:r antl:.it‘Manage' :he Peri orrnai. t. Monagement Pr-)gr din •Develor.r and direct goals, ,:nieCtives, policies. Aria DI ocec ore., :or trie city5 Finance and Operations Manager 2011.2015 •Manages toe Citys ocer.ating approval. plat at.irrizes operating • oudget devele.viing and providing and (apital 6,.; .;tet 3UocatJorls, as well • recommendations fo! stra:egtes. as personnel all•dcat•on. and identifies anci long and snit,mei in goals i everiues to souPot(plan iOejexPerdlture, to effetlivelv deliver thr ".A.avot inn Ca? • Year•end revenue and expenditure or.crities proiections orPparat nr of f:ilancia; "Plans.organizes.dire:.r.s.an-u rni:rdir :Ilan:and fi:nn baiant toe uf struervisci t teolnical. and acirrunistrat•or.. dorsonnet. vondor .';),•!l ring. r.me:aNyint support deirgate autnority arc. lisp.t'ab.l.ty. and Unan:Ril ancli!iS!S to,?Casting: ;erect. ['a:'.and evaluate sr.aff. nerfortr.Fince *Leads trios tasked wt sraru ii Posss.-: minerstariding of the Inv ei.trigt.t., poet.le.t . .ti'-'.'' anr? ronnqt nianit,nal isnar,re aperation, ocesses and develop tecoi•inietidat.ons ar-cm oartnets'iios w•tt, the fo• improVeMer•ts to •It.urr clepa,err enzs '0410, ,40.1•ty to :me st,dteg,-: set-aces aCrrni see Zr) itnes''nosiness regi..aar a•-•r• ng ic rCciitk tr: en. •••• •F•ornai :i1.(erter •;_eat', dr....1 oversees 0 dever.itairiert tne C Iv s annual otog.at ..vitr ..1a•ors Office c_itv Budget Offit.e •••:•• 'tan. sut:,;n•:t Page 1574 of 1750 Senior Economist 2008.201' . !dentificat:o:: .3';d estrmanerr of the •SLr,,e•ed an .i•�a yieri three mini,:r Ir _i. o._oolrcy economic and financial consequences of area,: !ranSportatrint. Affor nahle. Housing . the local end national economy. policy and Local Econo''.c Development with key and nlanagernent decisions on the Crrjs policy'e•t:cnimenoatlan<to the Mayor and revenues and enpenditures`orecast City Council • =arecasting the City revenues. • Developed rate pioposars for the Seattle expenditure-.. e:orunte:r,r rnodefutt. defier:mer.t u! rrarsuortatton. S'ructufec! ecorarn;•.••pact araly;s. ;;d frnarc'al cost c enters.sources of data and oasis o'odeline to iek' the Mayor and Cr; var:o;,'. 'precasts in he part : top City; Council adap' a a bala••ce aperatirr and biennial rate an;.rstment process for :apical nudge: lar,?us pert e'ee.and charge, • APp!:ed econo"'et• , anc tina^Gal • Leads a :earn operational end cap•tal models cr thr C,tvs main' departments hudgec analysts to help develop the City s and programs including !ransportennr,. biennial operating budget. carrying out Planning and France:iv Developrnerd. hi age•-'elarerl fury lions, anti overseeing, !nfor•Ttat•tii Techtleani Duplrt fiscal didr final icidl planrl:rt,act,Vit•es Libraries System Uttlit!PS and fininciai • Prairie, technical assistance, training• fe: .b'l'ty analyses tnr p!i;lc Ind private and 'a:pno't ti the City department,. •7 •ic•:e:op"enti pe' o• •:nu t r`nr :•a:`... _.far-: 2002.2008 District Officer•Accountability,Assessment&Research •P•toli c s:ar,li:..il oat., : •µios r.atr:its. • As •,::,:• '-eieerJ'and.• ,el cifetat•or analysis and :.(.,iris to, . rr:c.schools re5ear._r' G) stat••,tii3i 30J eco. r �i` - •lcr^et s. and oro;eiSs forecasting contends • .se advanced modeling ecr.•vques such • Uses the Oistnct ar.itabattes and as mixed"n.r•".eis. cort'ncet•eg ors:models. +nforrtat:..:n systems to provide timely ,!Ct on•irntatrir models ;nit :n.rt.ari rr I_:I:ate .ar. mak, :ti • =ss:si. .• hot' •ctctr•:, :m:F aric' cafe S-aR�. .::clej,. Trainer :cat rig ;gg' and oat,, eratir5n for Re;;r r; •i•:st_ cSIS; ;erg and sr_,rr•re',n • Generates p'u:ilra'ns fu' iecd t„Me't, conducting di`Ie•e-•t t'iJP: : araiys:; Ibuaget retie., program:.,.:;f:tas: Education 2004 Masters of Science: Agriculture Icciernics&Et:in:;: ics • Nev;Mex:co S:,.te it:er•:'�: d.._mites,'.PA 'dirt.,...co, rr;c s and St,itr.,t.ra( 2001 Bachelors of Science: Enterprise Ftrraneral Mar'dge'!•U'. :Jnwersity of Carthage.ESAM, ,mail c.onom:: Po!tcy Language �f;den•• jotter and :er hal; •• Page 1575 of 1750 Awards •ELGL Top 100 Local Government Influencer •The City Manager's 2017 Innovation Award-BelIevue.WA •The Los Angeles Business Journal 2022 CFO Award Finalist •The Best Educator of the year.2006-Las Cruces,NM -Los Angeles,CA •The Los Angeles Times 2021 CFO&CEO Leadership Award •Los Angeles,CA Selected Publications Ward.F.A..B.H.Hurd.T.Rahmani,and N.Gollehon(2006),Economic Impacts of Federal Policy Responses to Drought in the Rio Grande Basin,Water Resources.New Mexico State University and USDA.Economic research Service http://onhnelibrary.wiley.com/ doi/10.1029/2005WR004427/epdf Tank Rahman'.Lenda Crawford(2012),Seattle Department of Transportation,Street Use Cost Center,Rate Model Methodology hup5//docs.google.com/document/d/1ETU6blkciFOJaZRU-wG7P1kwD5oG•4 vleMJ130zDjcg/edlt W.Hoppler,S.Mallory.T.Rahmani(2013).Seattle Municipal Buildings.2011.2012 Energy Performance Report http:// www.seattte.gov/Documents/Departments/OSE/EBR-muni-buildings.pdf T.Jones.T Rahman!(2016).eCityGov Affiance 2017.2018 Budget.http://Www.ecitygov net/Document%20for% 20Unks/Budget%200ocuments/02_2017-2018%20Budget%2oWoritbook_eCltyGav9620Agwnce.pdf Financial Systems & Analytics: •ERPs&Financial Systems:PeopleSoft•Summit,Oracle.JD •GAMS Optimization Software,linear and nonlinear Edwards.Munis.Hyperion,Amanda,Power 81.Tableau programming •Querying and reporting from large-scale databases(SQL.SAP, •Survey Analysis Scantron software(Scan Tools II,Design PeopleSof,Summit.Hansen.AS400,ESIS,SQL) Expert),hardware,and digital scanners(OpScan). •Statistical and Econometric Programming(SAS Enterprise. •Platform/Applications:Windows/NT.MS Office(Excel,word. SAS/BASE.SAS/JMP.EViews,SPSS.Excel) Viso).Access.PowerPoint.Outlook Expi Professional Affiliations •The California Society of Municipal rIn•ince Officer,: •Membe• of New Mexico State Un:aercrt/s Sim;reel.ociety •'he League of California Cities hrtp.//goo ghuD89rS •'he Government crnance Officers Assor.Iatlorl •Bo.ird member of the Washingtor.Moroccan Assucranon •Member or Seattle City Club (WAMA) www.wama•us.org •Member of the Seattle;AS t;sen Group,anti Pacific NW SAS •Board Merr.ber of the Arab, enter of Washington.,AC!N, Users Group'http://goo.gl/Qync)k nttp.r=www.araocente' net; Conference Presentations and Participation: • 21 Sfa'e and Locdi lioies 3u!:ding •201' :'urageoa .c.rhersal urn •2f14:ORr' Conference'Data pace anti S'X a, and Sreds_r;^�rxa'Rechern•.league Sevonc 3ners,ri_P3,.t.r Ecurarona' Repc't;rg•lnr r ta:,cr•.v•sua+•:aeon i^.r . st:ce'raining Scram',Seantet `a:hcn a Cris 4m:'ai..on'erericei Group'Oelte.uei Ee^ar•ge!3etievuet •._.. 50? 'What E.!,, ,.,arce •Zfi t ,.-.ir•cm,a Coi:•e,.r.;i 1!:,•!r oa. •:•^.!'(year:eager, ,real reams ic! •23 3 Amnrc r.;C'.ir, Ss,v lar:nr Dro!e:c•ora'Need:: ^a^ceYt':er •i'c 'oric;t o,3eite,u 41•W:r:!e'4:r•,u3•COrge:er:Ce•Sea;t . ... vdl•.,D!erence. -le!:e:Jr.,efsdt„ •2:1.: ,.,.:att 'a:::r,a^!.r.rd •_.. .ic. ..._,?!:,'p!^St!e., ;lilt• '.d:. ;at's Lrr^. ,^rr tin .[arrr! life"H'... ^a.^.:3t F...:•for:tc..:fa. ,^t :ea.-eri'I:.orrgr an, .Motif?rnarira!': 'e.Prot•t;)rgan?at:ore; •1016 Its N•,.N'a!Ole Sat r•,tins We Wasinngton"Seattle', ;4•:n,;:!N;I i:'r 'numhes t-ar: Sava_;oil IBe!lesue, •207t1 Under!State`•'_ersiy.q,:cmatr,, • P,.k'r ?Cig Ic'C"'31,V .. :':rbf` . .<. _rit"'S»'.en :r:ESi Cor•':p'a^•s..SI,'. . );actin. Ma^age^'e,!aSi3:li•. __any•• ,:v Sea!:'e. Page 1576 of 1750 CAREER AT A GLANCE B.1,,,,nq and Analyse;. Land Put)lu_ Enyagc!ncnt, Cultural Al, U3•.vnkvr: Pins riatl!in. Pi.b • li - _ & Ut i-ties. Alternative Transportat.'m Sustainabltr-ti. Prorer;t klarayement. Ldhur Retat:or.,. Inter- ovre'rlmental - - Relations. Economic Dc'vc:xipr.onl Chdani.'atinnal assessnir't in the past 12 years.galvanized the financ al operations and enhanced the budget process of 3 organizations ranging in size from small, medium to large. multibillion-dollar operating budget with focus on new fund,ng strategies and long tern financial planning CITY OF CARSON r . G,r •Improved City of Carson's Bond rating •Led Carson's Pension Obligation Bond to an"AA-"for the first time since 1980s. financing which resulted in eliminating car I.. x ucsge �ai eCity's outstanding UAL to CaIPERS and =fFr G tIC!jf.Clar ••i ,;ffa•.;c'`a:e; r r;;_i;, l,.` . •Helped increase Carson's General Fund saving the City approximately$47.3 reserve reaching the highest levels. million over the next 20 years. •Fiscal Year 19-20 showed the highest •Led a s successful Transaction&Use GF reserve at$45.2M(48%of budget) Tax(Measure K)on November 3,2020 '''''t•'t''' generating $12 million new revenues. tiChr •State Auditor has recently ranked Vris Carson in the topuintife(69th out of •Conducted citywide q audit of Oil 454)of cities in California for finance Refineries identifying more than$4 resilience million additional annual revenue in Oil Business Tax. CITY OF BELVUE CITY OF SEATTLE Oversaw the development closing Si 17 million in *, and management of the General Fund deficits and City's$4 billion and t 1,200 rebuilding fiscal services to 'r` FiE operating budget record-high levels Operations analysis and •Provided strategic vision to management of a breath improve the City's budget ofCity services including process police and fire functions; health and human services. •Key member of the public works and utilities Mayor's cabinet,Operations y Committees,Labor Policy •Helped stabilize the Citys Committee and Emergency budget following the Great Operations Committee recession. Page 1577 of 1750 Candidate 4 Jerome " Jay " C . Wilverding JEROME C.W1I.VERDING Stockton,CA 95219 jwilverdingli ecmna>t.nrt ACHIEVEMENTS Y Extensive administrative,accounting,operations,and internal auditing background. Y Experience in local government,technology,telecommunications,and manufacturing. ➢ Effectively manages executive,high-level professional,and clerical staff: • Experience with mergers and acquisitions,tax revenue negotiation,and union labor negotiations. )' System implementation leadership including Workday,PeopleSoft,and Oracle. PROFESSIONAL EXPERIENCE: SAN JOAQUIN COUNTY,Stockton,CA Mar 2021 to Mar 2024 Central Valley local government County Administrator • • Chief Administrative Officer for this S2.9 billion county with an employee base of nearly 8,000. • Reporting directly to a 5-member Board of Supervisors,responsible for implementing policy direction and accomplishing the Board's Strategic Priorities. • Responsible for the County's annual budget,capital planning.Information Technology programs and initiatives,and human resource utilization. • Directly responsible for five central service divisions and administrative oversight for the 20 operational departments within the County,including a County hospital and clinic system. • Managed the day-to-day operations of a County executive team of 16 with an operating budget of over S6 million. SAN JOAQUIN COUNTY,Stockton,CA Apr 2013 to Mar 2021 Central Valley local government Auditor-Controller • Chief Financial Officer for this S2.9 billion county. • Responsible for all centralized countywide accounting operations which include property tax. general ledger,accounts payable,payroll,auditing,the cost plan,and intergovernmental transactions, • Provided centralized accounting services for 26 County departments and over 200 Special Districts. • Responsible for Internal Auditing of the County departments and affiliated organizations. • Key interface between the Assessor and Treasurer for billing and allocation of all property taxes. • Worked closely with the County Administrator and Board of Supervisors on projects and initiatives. • Managed a department of over 30 staff with an operating budget of over S6 million. CONTRA COSTA COUNTY,Martinez,CA Nov 2010 to Mar 2013 East Bay Area local government Chief Accountant • Division financial manager for this S4.5 billion public sector operation. Responsible for revenue accounting,district apportionments,cash accounting.and division revenue budgets. • Responsible for funding county operations and affiliated cities,schools,special districts. • Reporting to the County Auditor-Controller,responsible for coordinating tax-related functions with the Offices of the Assessor and Treasurer-Tax Collector. • Supervise eight professional accounting staff. Page 1579 of 1750 • • EAST BAY MACHINE AND SHEET METAL,Concord,CA Dec 2009 to Oct 2010 Specialty metals manufacturer and fabricator Consultant • Support the President and CFO in day-to-day financial operations of this S5 million company, including accounting,reporting,and special projects. • Perform analysis regarding capital equipment and raw materials procurement. • Assist in preparation of budgets and forecasts for the company. • Provide any recommendations to management regarding improvements in efficiency and control. MOZZARELLA FRES(:A, INC.,Concord,CA May 2007 to Feb 2008 National producer of fresh mozzarella.ricotta,and mascarpone cheeses Corporate Controller • Chief financial manager for this S60 million unit. Reporting directly to the President.responsible for all accounting.reporting,treasury,and audit functions of the company. • Responsible for budgets and forecasts of the company.including plans for achieving corporation financial and operational goals and objectives. • Primary financial liaison between the company and its S900 million parent,Sorrento Lactalis American Group. ROBERT HALF INTERNATIONAL,Oakland,CA Mar 2008—Dec 2008& International agency for staffing finance and accounting professionals Oct 2004—May 2007 Recruiting Manager • As a former client of this S3 billion service organization,successfully shifted into a sales environment by becoming one of the division's top producers in the Hay Area for 2005 and 2006. • Built networking relationships with a wide range of client organizations ranging from S5 million private firms to Fortune 500 companies in industries. • Experience evaluating, interacting,and placing finance and accounting professionals at all levels, from Financial Analysts and Staff Accountants to Finance Directors and CFOs. TEMPLE.-INLAND CORPORATION, Antioch,CA Mar 201)1 to Jul 2004 Northern California District of the Temple-Inland Packaging Division District Controller/Plant Controller • Directed all financial and various operational functions of this S250 million District using 1D Edwards ERP applications and Hyperion Essbase. • Managed plant Controllers and accounting staff at four separate manufacturing facilities. • Responsible for managing standard cost system and managed capital expenditure project accounting. RESOURCEPHOENIX.COM,Alameda,CA Jan 2000 to Jan 2001 Outsourced financial services provider Controller • Built a new accounting department serving live client companies using a virtual private network. • Led the migration process of convecting clients onto Oracle financials which included development of the financial reporting package,chart of accounts,and the close routine. • Directed multiple accounting professionals reporting through three accounting managers. Page 1580 of 1750 • AIRTOUCII COMMCNiC:ATIONS,San Francisco,CA Sept 1996 to Nov 1999 Wireless Telecommunications Service Provider(Now part of Verizon Wireless) Manager,Financial Operations • Directed the finance functions over Corporate Headquarters and Domestic Cellular Operations for this S30 billion organization. • Progressive responsibilities included all corporate general ledger activities,implementation of complex GAAP accounting(FX translation.hedging.equity accounting),and various financial reporting using Oracle financials and Hyperion for consolidation. • Rccngincercd the corporate headquarters accounting department,as well as designed and implemented company-wide finance processes for budgeting,inter-company transactions.and pensions. FIBREBOARD CORPORATION, Walnut Creek,CA Jan 1990 to Sept 1996 Building Materials Manufacturer(Now owned by Owens Corning) Internal Audit Manager • Implemented a new internal audit department within this S400 million company which planned and performed audits and analysis for manufacturing operations and corporate administrative functions. • Proposed and initiated an enterprise-wide conversion of Fibreboard's general ledger system to 11) Edwards. Led the migration effort along with the Corporate Controller and IT Director. • Reported directly to the CFO,while making periodic presentations to the Board of Directors. FOSTER FARMS,Livingston. CA Oct 1985 to Jan 1990 54 billion poultry and turkey producer Senior Internal Auditor • Planned and performed a wide variety of operational audits and special reviews. including manufacturing,distribution,and inventory management. • Also performed year-end financial audits of the consolidated financial statements. • Worked on design and development of a new machine center driven standard cost system. AMERICAN SAVINGS& LOAN. Stockton,('A Dec 1981 to Oct 1985 SIO billion financial services institution(formerly State Savings) internal Auditor • Performed all phases of financial and operational audits covering corporate operations.branches. construction lending.real estate,and foreclosure, • Participated in enterprise data conversion programs. EDUCATION AND CERTIFICATIONS: • Wilkes University,Wilkes-Barre.PA Certified Internal Auditor 1984 Bachelor of Science in Business/Accounting 1980 Certified Fraud Examiner 1994 COMPUTER SKILLS: PeopleSoft,Oracle,JD Fdwards,QuickBooks. iyperion,Advanced Exccl/Word'PowcrPoint Page 1581 of 1750