© 2012 - The Waters Consulting Group, Inc. CITY MANAGER CANDIDATE PROFILE City of Charlotte|...

CITY MANAGERSELECTION PROCESS

Presented by:Jim, Holgersson, Senior ConsultantThe Waters Consulting Group, Inc.

Presented to: City of Charlotte Mayor and City Council January 31, 2013

CITY OF CHARLOTTE

RECOMMENDED SEMI-FINALISTS

© 2012 - The Waters Consulting Group, Inc.

CITY MANAGER CANDIDATE PROFILECity of Charlotte| December 17, 2012 3

CANDIDATE A

Experience• Candidate A Is A 25 Year

Veteran Having Served In Three Cities As A Senior Executive.

• The Last 5 Years Has Been As A Senior Executive In Charlotte, NC., (2008-present)

• Assistant City Manager, Petersburg, VA, (2005-08) And (2000-03)

• Assistant City Manager, Portsmouth, VA, (2003-05)

• Director Of Business Management, Crater Youth Care Commission ,Disputanta, VA (1997-2000)

• Office Of Management And Budget, Prince George County, MD, (1996-97)

• Administrator Intergovernmental Relations In New Port News, VA, (1991-96)

• Director Of Planning And Budget, Richmond, VA, (1988-1991)

Highlights• Chairman Of Shared Services

Committee• Assisted With The 2011

Democratic Convention• Operation Weed And Seed• Lead Implementation Of City

Council Adopted Ordinances Including: Rental Property, Noise, Passenger Vehicle For Hire, Tow, Youth Protection And Mobile Vendors.

Observations• Twenty-five Years Of Varied

Management Experience With Numerous Jurisdictions And In A Variety Of Functions Including Budget, Finance, Intergovernmental And Senior Executive Management As An Assistant City Manager.

• Has Strong Experience With And Significant Knowledge Of Charlotte.

• Has Not Served As A Chief Executive

• Limited Economic Development Experience.



CANDIDATE B

Experience

•Thirty-seven Years Of County, City And Private Sector Experience

•Chief Operating Officer, For An International Professional Membership Association, (2009- Present)

• County Manager, Arlington VA, (2001-2009)

•Director Human Resources, Arlington, VA, 1987-2001

•Chief Information Officer/Y2K Coordinator, Arlington, VA, (2000-2001)

•Assistant County Manager, Arlington, VA, (1986-87)

•Director Of Health & Human Services, Arlington, VA, (1987-1999)

•Director Parks, Recreation, And Community Services, Arlington, VA, (1985-86)

•Chief, Administrative Services, Department Community Affairs, Arlington, VA, (1982-85)

• Budget Analyst, Department Of Finance And Budget, Arlington, VA (1980-82)

• Press Secretary In Congress, ( 1979)• Assistant To The Mayor In Birmingham, AL, (1975-79)

•Adjunct Professor, George Washington University. (1994-present)

Highlights

• Oversaw local civilian response to Pentagon attack

• served as Tri-Chair of the National Consortium on Homeland Security

• revitalized the Columbia Pike Corridor

• Eighty five transit oriented redevelopment projects approved

• Green Building Leadership Award from the EPA

• Creative Affordable Housing Tools Best Practices Award from Metro Washington Council of Governments

• served on Task Force on Governance of the Washington Metro Area Transit Authority 2011.

Observations

• A proven Chief Executive with a varied background

• extensive transportation/ transit experience

• track record of successful economic development and building public/ private partnerships

• a history of civic engagement and neighborhood building

• experience as Chief Executive in working with elected leadership in implementing goals

• Intergovernmental experience• strong financial and budget

experience. Has managed a highly complex urban government but not a City.



CANDIDATE C

Experience• Twenty-four years of diversified

public service in city and county government and the private sector

• Currently Chief Executive Officer, Quest Strategic Solutions LLC;

• City Manager, Portsmouth, VA, (2007-12)

• Executive General Manager, Dallas, TX, (2006-07)

• Deputy County Manager/Chief Operating Officer Arlington, VA, (2004-06)

• Public Utilities Director, Richmond, VA, (2001-04)

• County Administrator, Charles City, VA, (1997-2001)

• Human Resources Director, Petersburg, VA, (1996-97)

• Administrative Services Manager/Personnel Officer Hopewell, Va. (1989-96)

• Assistant County Administrator, Isle of Wight, VA, (1987-89).

Highlights• “Destination Portsmouth”, the

2012 National EPA Smart Growth Award

• Developed a Biennial Budget to better plan and align Council priorities

• Restructured America’s 7th largest Utility

• Established intermodal Transportation Policy

• Established a community based strategic plan

Observations• Proven Chief Executive with

varied experience in both cities and counties as well as private sector experience

• Public/Private partnership experience with economic development

• Intergovernmental and shared services experience. Has senior executive management experience in large complex urban environments similar to Charlotte.



CANDIDATE D

Experience•Thirty Years Of Executive Management Experience With City And County And State Government Including

•Executive Management Position With Saginaw, MI, (2005- Present)

•Deputy City Manager/Finance Director, Saginaw, MI, (2004-05)

• City Administrator, Flint, MI, (2001-04); Deputy County Controller For Administrative Services And Budget, Ingham County, MI, (1995-2001)

•Budget Director, Ingham County, MI, (1993-05)

•Director Research And Public Policy, Michigan House Of Representatives, (1988-92)

•Township Manager, Buena Vista Charter Township, MI, (1986-88)

•Administrative Assistant To The County Administrator/EEO Officer, Muskegon, MI, (1981-86)

•Director Of Community Development, Urban League, Muskegon, MI, (1978-81)

• Adjunct Faculty, Grand Valley State University, Allendale ,MI.

Highlights•Complete Reorganization Of The City Of Saginaw Operations

• Implemented A High Performance Government Model (Citistat)

•Initiated Discussions With County On Collaboration And Consolidation

•Worked With Michigan Department Of Treasury As A State Appointed Emergency Manager For Flint MI

• Served As President Of The International City Management Association

Observations•Proven City Manager With Varied Experience In Cities, Counties, Township And State Government

•Strong Financial And Budget Experience

•Experienced With Meeting Fiscal Challenge

•Intergovernmental Experience.•City Manager Experience Is Broad And Varied But In Smaller Urban Areas.



CANDIDATE E

Experience•Twenty-two Years Of Municipal Experience And 22 Years Of Service In The Army With A Rank Of Lieutenant Colonel

• Is Currently In Senior Management In Irving, TX, (2006-present)

•Assistant City Manager, Dallas, TX, (2005-2006)

•City Manager, Harlingen, TX, (2004-2005)• Interim City Manager, Lubbock, TX, (2003-2004)

•Deputy And Assistant City Manager, Lubbock, TX, (2000-2003)

•Ports To Plains President, Lubbock, TX, (1997-2000)

•Managing Director Of Civic Services, Lubbock, TX, (1997-2000)

•Assistant To The City Manager, Lubbock, TX, (1995-96)

•City Council Chief Of Staff, Lubbock, TX, (1994-95)

•Budget Analyst, Lubbock, TX, (1993-94) •Assistant Director Of Communications, Lubbock, TX, (1993-94)

• Management Assistant, Lubbock, TX, 1991-93

•Graffiti Removal Coordinator, Lubbock, TX, (1991)

Highlights• Achieved AAA Bond Rating; • Texas Award For Performance

Excellence• 2012 Malcolm Baldrige Award

For Performance Excellence (Second City In The US To Win It)

• Top 50 Places To Live• Wall Street Journal 2013 “Best

Run” Cities.

Observations• The Candidate Has A Strong

Municipal Background In A Variety Of Cities

• Good Financial, Budget And Performance Results

• Has Some Experience With Transit And Light Rail Through DART And Dallas Fort Worth Airport

• Has Developed Strong Partnerships With Private Sector (Irving Has 40 Fortune 500 Companies)

• Has Moved Around Fairly Quickly But Has Clearly Done Well In Irving

• The Combination Of Military Command And City Management Provides Good Leadership Tools

• Works Well With Mayor And Council.



CANDIDATE F:

Experience

• Seventeen years in local government: Senior Executive level, Charlotte, NC, (2012-present)

• Budget and Key Business Executive, Charlotte, NC, (2002-2012)

• Senior Budget & Management Analyst, Durham, NC, (1999-2001)

• Assistant to the City Manager, Town of Chapel Hill, NC, (1998-99)

• Management Auditor, Wilmington, NC, (1995-98)

• Intern, Wake County, NC, (1994).

Highlights

• Creation of Transportation Operating Committee and Public Works Operation Center was part of the successful Democratic Convention

• Experience in bringing innovation to city processes

• New 2012 Capital Investment Plan

• Mayors Budget Task Force• Charlotte Gateway Station

Observations

• Proven Budget And Finance Experience

• Leader In Bring Innovation To The Organization

• Has A Variety Of Experience In Different Cities And County

• Transportation And Transit Experience

• Experienced In Strategic And Capital Planning

• He Is The Newest Member Of Senior Executive Management Team.



CANDIDATE G

Experience

• Thirty-eight Years Of Local Government Experience

• Senior Executive Management, Charlotte, NC, (2000-present)

• City Manager, Greenville, NC, (1990-2000)

• Assistant City Manager, Greenville, NC, (1988-1990)

• Director Of Finance, Greenville, NC, (1984-88)

• Assistant Director Of Finance, Galesburg, IL, (1975-1984).

Highlights

• Greenville Horizons Comprehensive Plan

• Greenville Thoroughfare Plan

• Charlotte’s First Economic Development Strategic Plan

• City Model Neighborhoods Guide

• NASCAR Hall Of Fame• Mosaic Village Mixed Use

Observations

• Proven Experienced Financial And Budget Management

• Proven City Manager With A Diverse And Varied Background In A Number Of Municipalities

• Experienced Negotiator With Developers, Business And Labor

• Proven Track Record Of Managing Large Staffs In Large, Complex Urban Settings

• Intergovernmental Experience.



CANDIDATE H

Experience• 10 Years Of Municipal Experience And 22 Years Of Private Sector Experience

• Director Management Level, Charlotte, NC, (2009-present)

• SVP, Environmental Affairs Manager, Community Relations, Wachovia, (2003-09)

• At-large Member Of Charlotte City Council, (2001-07)

• SVP, Downtown Leader, Corporate Real Estate, Wachovia (2000-2003)

• VP, Construction Manager, Corporate Real Estate, First Union, (1994-98)

• AVP, Project Manager, Corporate Real Estate, First Union, (1988-94)

• Project Manager, Key Homes, (1987-88).

Highlights• Led Successful Merger Of

Two City Business Units• Facilitated Implementation

Of Several Public/Private Partnerships

• Created A Corporate Environmental Strategy

• Developed Wachovia’s First Sustainability Report

• Managed Over $150 Million Capital Projects

• Developed A Strategic Land Use Plan For Downtown Charlotte

• Chaired The Successful Campaign To Fund Mecklenburg County Transit

• Led The Design And Development Of The Green.

Observations• Has Used Strong Private Sector Experience To Effectively Manage Resources And Improve City Service Delivery

• Good Understanding Of Council-manager Roles And Relationships

• Strong Capital Development Experience

• Proven Track Record On Developing Private/Public Partnerships, After Four Years Of Public Management Experience Has Achieved Significant Success Through Innovation, Employee Motivation And Effective Resource Management

• Working Knowledge And Experience With Intergovernmental Relationships.



CANDIDATE I

Experience

•Twenty-eight Years Of Public (City/County) And Private Sector Management Experience•Senior Executive Position, Escambia County, FLA, (2010-2012)•City Manager, Surprise AR, (2008-10)• City Manager, Peoria, IL, (2003-08)•City Manager, Greenville, NC, (1999-2003)•Chief Executive , Augusta/ Richmond County Consolidation, GA, (1996-99)•Assistant County Manager, Polk County, FLA, (1991-96)•Assistant To The County Administrator, Lee County, FLA, (1988-91)•Director Of Program Support, Richmond, VA, (1984-88)•Manager/Senior Consultant, Coopers And Lybrand (Pricewaterhousecoopers), Washington DC, (1980-84)

Highlights

•Completed Over $100million In Capital Projects While In Escambia•While In Surprise Received A Perfect Score From Sunshine Review For Governmental Transparency•Created Surprisecares, A Citizen Action/ Response Program•Turned Peoria Operating Loss In To A Surplus•Rescued The Greenville Palmetto Expo Center•Implemented A Two County Consolidation Georgia

Observations

•The Early Private Sector Experience With Coopers And Subsequent City And County Management Experience Resulted In Proven Finance And Budget Success•Intergovernmental Experience•Experience With Public/Private Partnerships And Successful Economic Development•Well Rounded City And County Manager Experience. The Last Two City And County Manager Jobs Were Of Relatively Short Tenure.



CANDIDATE J

Experience

•Thirty Years Of Professional Local Government Experience

•Senior Executive Manager, Austin, TX, (2008-present)

•Assistant City Manager, Fort Worth, TX, (2002-08)

•City Administrator, Rochester Hills, (1998-2002)

•City Manager, Kalamazoo, MI, (1993-97)•Deputy City Manager, Kalamazoo, MI, (1991-93)

•Assistant City Manager, Kalamazoo, MI, (1990-91)

•Administrative Services Officer, Grand Rapids, MI, (1987-90)

•Director Of Management Services, Grand Rapids, MI, (1984-86)

•Administrative Assistant To The City Manager, Jackson, MI, (1982-83)

•Staff Assistant, Michigan Municipal League, (1981-82)

•Intern, Southfield, MI, (1980-81).

Highlights

•Fort Worth Trinity River Vision•Established A Capital Project Management System To Accomplish A $900 Million CIP •2009 Marks Of Excellence And Distinguished Service Award, NFBPA•Dewitty Overton Award 2012, Local Chapter NAACP• Creation And First Graduating Class Of The City Of Austin’s Executive Academy•“Imagine Austin” New Comprehensive Plan• Mueller Redevelopment Project Private/ Public Partnership•International Economic Development Plan•Austin Was Named “2012 1st Science City” By The International Association Of Science Parks•City And Chamber Partnering On Air Services Task Force•Established Neighborhood Partnering Program

Observations

•This Candidate Is A Proven Leader And City Manager With Experience In Large Complex Urban Communities•Strong Economic Development And Creation Of Public/Private Partnerships•Significant Experience With International Trade And Airports• Pursues Neighborhood Development And Partnership•A Track Record Of Fiscal And Budgetary Success•Has Effectively Managed Large Capital Improvement Programs •And Works Effectively With City Councils•Experience With Intergovernmental Partnerships



CANDIDATE K

Experience

• Twenty-five Years Of County Management Experience

• Currently In A Senior Executive Management Position With Goldsboro County, NC, (2001-present); County Manager, Plymouth, NC, (1993-2001)

• Executive Director, Columbus County Economic Development Commission, Whiteville, NC, (1990-93)

• Planner/Emergency Manager/Deputy Manager, Pamlico County, NC, (1986-90).

Highlights

• Creation Of An $800 Million Public/Private Partnership Creating 2000 Jobs

• Developed Wayne County’s First CIP

• County Manager Of The Year 2005 Eastern Region

• Involved In The Three County Highway 70 Corridor Project

Observations

• Has Significant North Carolina Experience

• Proven Track Record As A County Manager In Less Urban Communities

• Significant Economic Development Experience

• Develops A Good Board/Manager Relationship.



CANDIDATE L

Experience

• Twenty-six Years In The Public Sector And Six Years Of Private Sector Financial Consulting Including

• Executive Director, Alamo Regional Mobility Authority, San Antonio, TX, (January 2006-present)

• City Of Alamo Heights, TX, Consulting City Manager, (November 2004-december 2005)

• City Manager, City Of San Antonio,

(April 2001-october 2004)• Executive Director, Administration

& Financial Services, San Antonio, TX, (January 2000-march 2001)

• Various Budget, Finance And Employee Services Positions With The City Of San Antonio Including Budget & Employee Services Director, (November 1999-january 2000)

• Budget & Management Analysis Director, (December 1995-november 1999) And Budget Manager, (June 1994-December 1995)

• Budget Analyst, City Of Duncanville, TX, Financial Analyst, (June 1991–June 1994)

• Ralph Anderson & Associates Government Finance Associates (Formerly Lewis Mclain & Associates) David M. Griffith & Associates (Currently Maximus), (1985-1981)

Highlights• Toyota Motor Manufacturing Plant

To South San Antonio• Implementation Of Policy• Transition Of Brooks Air Force

Base To Brooks City Creating Economic Development Opportunity

• Organized The First Citizen Advisory Committees To Participate In The Environmental Impact Statements For Two Significant Corridors In San Antonio

• Developed City Of San Antonio’s City Wide Performance Measurement System

• Implemented The City Of San Antonio’s Customer First Program.

• Led The Mayor’s Balanced Growth Initiative Developing A Master Plan For South San Antonio

• Implemented A Citywide Enterprise Resource Planning System

• San Antonio’s First Passenger Facility Airport Revenue Bonds

Observations• Varied And Extensive Public And Private Sector Experience

• Chief Executive Of One Of America’s Largest And Diverse Cities With A $1.5 Billion Budget And 12,000 Employees

• Strong Finance And Budget Experience With Both The Private And Public Sector

• Economic And Public/Private Partnership Practice

• Development And Implementation Of $Billion Capital Improvement Plans

• As Consultant Conducted Studies On A Variety Of Cities Including New Orleans, Houston, Irving, Oklahoma City, And Tulsa

• City Manager Experience Was Nine Years Ago For 4 ½ Years With 3 ½ At The City Of San Antonio, Since That Time Has Been Chief Executive With An Intergovernmental Regional Mobility Authority; Experiences Match Well With The Charlotte Profile



CANDIDATE M

Experience

• Commissioner, New York City Department Of Small Business Services (SBS), (2002-present)

• President, Charlotte Center City Partners, (1997-2002)

• Led Union Square Partnership, (1989-97)

• Worked With In New York City With Mayor Koch

Highlights

• Invigorates NYCs 84 Business Districts Benefiting Over 70,000 Businesses

• Energized Promotion And Support For Women And Minority Owned Businesses

• Reconfigured The City’s Workforce Development Initiatives

• Charlotte Center City• Union Square Partnership

Observations

• Has Strong Business Background And Public Management Experience Within The Largest City In The US. Record Of Entrepreneurship, Partnership And Business Support



CANDIDATE N

Experience

• City Manager, Alexandria, VA.,(2011-present)

• City Manager, Greensboro• City Manager, Dayton, Ohio• Assistant City Manager,

Cincinnati, OH

Highlights Observations



CANDIDATE O

Experience

• Chief Administrative Officer, Richmond, VA, (2009-present)

• Chief Executive Officer, Austin, TX Revitalization Authority

• Assistant City Manager, Austin, TX

• Deputy Controller, Department Of Human Services, Washington DC

• Deputy Director, Finance And Administration, City Of Houston, TX

• Executive Director, Atlanta Downtown Development Authority

Highlights Observations



CANDIDATE P

Experience• Twenty-nine Years Of Varied Public

Sector Management Experience Including

• Executive Vice President Corporate Support Services And CAO, CPS Energy, San Antonio, TX (August 1, 2010-present)

• Acting General Manager, CPS Energy, San Antonio, TX, (November 2009- July 31, 2010)

• SVP/ Chief Administrative Officer; San Antonio, TX, (April 2008- November 2009)

• City Manager, City Of San Antonio, TX, (February 2006-February 2008)

• Assistant City Manager, San Antonio TX, (June 2002-February 2006)

• Director, Facilities Planning And Construction, San Antonio, TX, (March 1995- June 2002)

• Special Projects Manager, City Manager’s Office, San Antonio TX, (July 1993-March 1995)

• Special Projects Manager, Office Of Dome Development, San Antonio, TX, ( June 1990- July 1993)

• Project Information Specialist, Department Of Public Works, San Antonio, TX, (October 1987-June 1990)

• Budget And Management Analyst, San Antonio, TX, (October 1985-January 1987)

• Project Management Specialist, April 1984- October 1985)

Highlights• Implemented A $1.2 Billion Capital

Improvement Program• Strategic Direction For Such Economic

Development Projects As Toyota, Microsoft, Rackspace Managed Housing And Texas A&M- San Antonio

• Managed Alamodome Project And Henry B Gonzalez Convention Center

• Major Role In The Financing For The International Center And Convention Center Expansion

• Implemented A Management Accountability And Development Program “ Principals Of Leadership”

• Development With CPS Board Of A Long-term CPS Vision

• Creation Of The Women’s Business Center

• Re-established The Downtown Strategic Plan And First Three Year Community Development Strategic Plan

• Southside Initiative Community 20 Year Plan

• Developed San Antonio’s First Minority Business Participation Program With Alamodome Project

Observations

• The Candidate Has Significant And Broad Executive Management Experience In Large, Complex And Diverse Organizations And Communities

• A Seasoned Capital Improvement Manager

• Has Project Management Experience With Major Capital Projects

• Working Experience With Economic Development And Public/Private Sector Partnerships, International Affairs And Downtown Development

• Intergovernmental Experience• Budget And Financial Management• Management Of City’s Neighborhood

Investment And Inner-city Revitalization

• Has Not Served As Chief Executive But Has Extensive Executive Management Experience



CANDIDATE Q

Experience

• Forty-two Years Of County And City Executive Management Experience With A Number Of Organizations And Communities Across The Country

• County Manager, Sedgwick County, Wichita, KS, (March, 1991 – Present)

• City Manager, City Of Jackson, MI, (November, 1985 - March, 1991)

• City (Manager, City Of Franklin, PA, (November, 1975 - November, 1985)

• Village Manager, Village Of Liberty, NY, (October, 1971 - November, 1975)

• Executive Director, Greene County, Pennsylvania Planning Commission, (November, 1968 - October 1971)

Highlights• Maintaining A AAA Bond Rating

Throughout Economic Downturn• Initiated Total Quality Management

Continuous Quality Management And Performance System

• Developed And Implemented Reorganization That Resulted In Right-sizing Or Downsizing

• Developed A Partnership With The State Of Kansas To Manage The Mortgage Credit Certificate And The Mortgage Revenue Bond Program For The Entire State

• Participated In And Helped Lead An Effort To Provide Incentives For An 800 Million Dollar Aircraft Manufacturing Expansion

• Developed Plans And Helped Lead Efforts To Pass A Sales Tax To Build The INTRUST Bank Arena

• Developed A Strategy And Funding Source To “Save” Exploration Place (A Science Museum) By Creating A Public/Private Partnership

• Initiated City/County Partnership In Service Sharing

Observations

• A Seasoned Chief Executive With A Variety Of Communities With The Last 12 Years In A Major Urban Area (Wichita/Sedgwick County)

• Extensive General Management Experience In Serving City And County Councils And Boards

• Experienced In Financial Management And Budget

• Has Economic Development And Public/Private Partnership Success

• Practices And Develops Intergovernmental Partnership

• Record Of Partnering With Neighborhoods

• Leader In The Public Management Profession Serving On Various Professional Boards

• President Of The International City Management Association


CITY MANAGER CANDIDATE PROFILECity of Charlotte| December 17, 2012

SELECTION OF 5 – 7 CANDIDATES BY CITY COUNCIL

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CITY MANAGER CANDIDATE PROFILECity of Charlotte| December 17, 2012

Thank You!

21

The Waters Consulting Group, Inc.

5050 Quorum Dr. Suite 625Dallas, TX 75254

Phone: 1.800.899.1669Email: [email protected]

© 2012 - The Waters Consulting Group, Inc. CITY MANAGER CANDIDATE PROFILE City of Charlotte|...

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