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HomeMy WebLinkAbout09-19-2017 Item 14 - Appointment of City Manager Meeting Date: 9/19/2017 FROM: Heidi Harmon, Mayor Prepared By: Monica Irons, Director of Human Resources SUBJECT: APPROVAL OF CITY MANAGER CONTRACT AND APPOINTMENT OF CITY MANAGER RECOMMENDATION 1. Approve contract of employment with Mr. Derek Johnson and authorize the Mayor to sign; and 2. Appoint Derek J. Johnson as City Manager. DISCUSSION On August 7, 2017 City Manager Katie Lichtig announced her intent to join the City of Santa Monica as the Chief Operating Officer/Assistant City Manager and resign from the City of San Luis Obispo effective September 29, 2017. Lichtig has been the City Manager since January 2010. On August 15, 2017 Council met in closed session and provided unanimous direction to proceed with an assessment of the skills and fit of Derek J. Johnson, Assistant City Manager, for the positon of City Manager. Council carefully weighed the options of focusing their search for a City Manager within the City organization or broadening it to a national search. They expressed appreciation for the proactive investment in succession planning, a desire for a seamless transition, and a hope that the positive momentum on many fronts would continue under the leadership of the next City Manager. A brief survey was distributed to City employees and community members with results provided to Council in preparation for their assessment of Mr. Johnson. On September 6, 2017 Council thoroughly evaluated Mr. Johnson’s qualifications, skills, abilities, and fit as the next City Manager. Mr. Johnson holds a Bachelor of Arts in Environmental Studies from the University of California Santa Barbara and has spent the last twenty plus years leading organizations, large and small, including experience in the public, non- profit, and private sectors. Mr. Johnson served as the General Manager of the Isla Vista Recreation and Park District for 10 years, as the Director of Long Range Planning for the County of Santa Barbara, and as the Community Development Department Director/Deputy Director RDA for the City of Capitola prior to joining the City of San Luis Obispo. He was the Community Development Department Director for four years before transitioning to the position of Assistant City Manager in 2015. He also served as the Interim Director of Finance and Information Technology for almost a year. Mr. Johnson’s extensive executive leadership, vision and practical experience in areas such as planning and community-engagement were particularly appealing to Council and resulted in them unanimously and enthusiastically supporting his appointment as City Manager. Packet Pg 167 14 Terms and Conditions of the Employment Contract On September 6, 2017 Council also directed a contract of employment be negotiated with Mr. Johnson. The Contract of Employment (Attachment A) sets forth the complete terms and conditions of the City Manager appointment. In considering appropriate compensation for the position, Council considered the highly complex nature of the job that requires development and implementation of an approximately $142 million budget, supervision of nine department heads, management of an organization with over 400 employees with four represented employee associations/unions, and “full service City” responsibilities (police, fire, public works, parks & recreation, water, and wastewater services). Council considered compensation data for comparison agencies (those similar in population, city services, coastal or close proximity, proximity to a major college or university, tourism is an important part of the agency’s economy) that indicated a median city manager salary of approximately $224,000, as well as local city manager data. The City Manager contract includes the following key components: 1. Annual salary of $209,900. 2. Health and other benefits consistently granted appointed officials. Given Mr. Johnson was a department head with the City, health, life, disability, and paid time off benefits remain the same. 3. A severance benefit of six months’ pay and fringe benefits consistent with industry standards. Next Steps Following approval of the contract of employment, Mr. Johnson will be sworn in as City Manager on Friday, September 29, 2017 to ensure a smooth transition following Ms. Lichtig’s departure. A formal community swearing-in is planned for the City Council meeting of October 3, 2017 at 6:00 p.m. FISCAL IMPACT This action will result in a positive fiscal impact of this appointment as the overall cost of the salary and benefits package will be less than what is currently budgeted. Attachments: a - City Manager Contract of Employment b - Exhibit A - General Release Packet Pg 168 14 Page 1 CONTRACT OF EMPLOYMENT WITH DEREK J. JOHNSON CITY MANAGER THIS CONTRACT is entered into as of this _____ day of ________, 2017 by and between the CITY OF SAN LUIS OBISPO, State of California (hereinafter referred to as "CITY"), and DEREK J. JOHNSON, a contract employee (hereinafter referred to as " DEREK J. JOHNSON”); WITNESSETH: WHEREAS, Charter Section 703 provides that the SAN LUIS OBISPO CITY COUNCIL (hereinafter referred to as “COUNCIL”) is responsible for the appointment and removal of the CITY MANAGER, and WHEREAS, the COUNCIL, on behalf of the CITY acknowledges and accepts the responsibility for supervision of the CITY MANAGER; and WHEREAS, the COUNCIL wishes to appoint a CITY MANAGER and to set the terms and conditions of said employment; and WHEREAS, DEREK J. JOHNSON desires to accept the position of CITY MANAGER consistent with certain terms and conditions of said employment, as set forth in this CONTRACT. NOW, THEREFORE, the parties do mutually agree as follows: Section 1. Effective Date. A. The appointment of DEREK J. JOHNSON is effective September 29, 2017. B. Nothing in this Contract shall prevent, limit or otherwise interfere with the right of the COUNCIL to terminate the services of DEREK J. JOHNSON at any time, subject only to San Luis Obispo CITY Charter Section 709 and the provisions set forth in Section 12 of this Contract. C. Nothing in this Contract shall prevent, limit or otherwise interfere with the right of DEREK J. JOHNSON to resign at any time from his position with the CITY, subject only to the provision set forth in Section 13 of this Contract. Section 2. Duties and Salary. A. CITY agrees to employ DEREK J. JOHNSON as full-time City Manager of the City to perform the functions and duties specified in the Charter Packet Pg 169 14 Page 2 and Municipal Code and to perform such other legally permissible and proper duties and functions as the COUNCIL may from time to time assign. B. It is recognized DEREK J. JOHNSON is an exempt employee but is expected to engage in those hours of work that are necessary to fulfill the obligations of the City Manager’s position. The parties acknowledge DEREK J. JOHNSON will not regularly participate in a formal 9-80 work schedule as is provided to department heads and certain other City employees as part of the City’s Trip Reduction Incentive Program. However, DEREK J. JOHNSON is authorized, with appropriate notification to Council, to from time to time modify his regular work schedule in order to take time off with pay while ensuring appropriate coverage of his duties as City Manager. Leave pursuant to this provision shall not be used in lieu of vacation or administrative leave. C. COUNCIL agrees to pay DEREK J. JOHNSON, for his services rendered pursuant hereto, a starting annual base salary of $209,900 payable in installments at the same time as the other management employees of the CITY are paid. In addition, COUNCIL agrees to increase said base salary by the cost- of-living adjustment approved by the COUNCIL for all CITY management employees under any successor Management Compensation Resolutions. Section 3. Benefits. A. In addition to the salary set forth in Section 2 of this CONTRACT, DEREK J. JOHNSON shall be entitled to the same benefits as those offered by the CITY to the CITY MANAGER, in accordance with the Resolution 10785 (2017 Series), Resolution 8661 (1997 series) and any successors. B. DEREK J. JOHNSON hereby agrees that his monthly car allowance will be as provided in Resolution 10630 (2015 Series). Section 4. Performance Evaluation. A. Upon appointment to the position of City Manager DEREK J. JOHNSON will assume the goals established by Council for the former City Manager until such time as DEREK J. JOHNSON and Council mutually agree on new goals. On or before January 31, 2018, Council will provide feedback to DEREK J. JOHNSON on performance to goals and expectations. Further, Council shall conduct an “interim” evaluation by March 30, 2018. An annual formal Council evaluation will be conducted in March of 201 9 in accordance with the City’s Appointed Official Evaluation Process. Consistent with the schedule outlined above, based on the Appointed Officials Evaluation Process, and subject to performance as assessed by the COUNCIL, the CITY MANAGER compensation shall be reviewed by COUNCIL no later than April 2019. B. Each calendar year thereafter, COUNCIL shall review and evaluate the performance and compensation of DEREK J. JOHNSON in accordance with Packet Pg 170 14 Page 3 the adopted Appointed Officials Evaluation Process, best management practices, and informed by comparison agency data. Section 5. Outside Activities, Conduct and Behavior. A. DEREK J. JOHNSON shall not engage in teaching, consulting or other non-CITY connected business without the prior approval of COUNCIL. B. DEREK J. JOHNSON shall comply with all local and state requirements regarding conflicts-of-interest. Section 6. Dues and Subscriptions. COUNCIL agrees to budget for and to pay for professional dues and subscriptions of DEREK J. JOHNSON necessary for his continuation and full participation in national, regional, state, and local associations, and organizations necessary and desirable for his continued professional participation, growth, and advancement, and for the good of the CITY. Section 7. Professional Development. A. COUNCIL hereby agrees to budget for and to pay for travel and subsistence expenses of DEREK J. JOHNSON for professional and official travel, meetings, and occasions adequate to continue the professional development of DEREK J. JOHNSON and to adequately pursue necessary official functions for the CITY, including but not limited to the League of California Cities meetings and conferences, International City/County Managers’ Association and such other national, regional, state, and local governmental organizations, groups and/or committees. B. COUNCIL also agrees to budget for and to pay for travel and subsistence expenses of DEREK J. JOHNSON for short courses, institutes, and seminars that are necessary for his professional development and for the good of the CITY. C. Other professional development may be agreed upon from time to time between the COUNCIL and DEREK J. JOHNSON. Section 8. General Expenses. COUNCIL recognizes that certain expenses of a non -personal and job- affiliated nature are incurred by the CITY MANAGER, and hereby agrees to authorize the Finance Director to reimburse or to pay said general and reasonable expenses, consistent with CITY policies, upon receipt of duly executed expense or petty cash vouchers, receipts, statements or personal affidavits. Packet Pg 171 14 Page 4 Section 9. Indemnification. In addition to that required under state and local law, CITY shall defend, save harmless, and indemnify DEREK J. JOHNSON against any claims, demands, causes of actions, losses, damages, expenses (including but not limited to attorney’s fees as may be authorized against public entities or officers consistent with state law) or liability of any kind whether stated in or arising from tort, professional liability or any other legal action or equitable theory, whether groundless or otherwise arising out of an alleged act or omission occurring in the performance of DEREK J. JOHNSON’S duties as CITY MANAGER to the fullest extent permitted by law. CITY may compromise and settle any such claim or suit, and shall pay the amount of any settlement or judgment rendered t hereon. Section 10. Other Terms and Conditions of Employment. The COUNCIL, in consultation with DEREK J. JOHNSON, shall fix any such other terms and conditions of employment, as it may determine from time to time, relating to the performance of DEREK J. JOHNSON, provided such terms and conditions are not inconsistent with or in conflict with the provisions of this CONTRACT, the CITY Charter or any other law. Section 11. No Reduction of Pay and/or Benefits. COUNCIL shall not at any time during the term of this CONTRACT, reduce the salary, compensation or other financial benefits of DEREK J. JOHNSON, except to the degree of such a reduction across-the-board for all employees of the CITY or DEREK J. JOHNSON provides written consent to the reduction. Section 12. Termination and Severance Pay. A. In the event DEREK J. JOHNSON’S employment is terminated by the COUNCIL without cause, or he resigns at the request of a majority of the COUNCIL during such time that he is otherwise willing and able to perform the duties of CITY MANAGER, and if DEREK J. JOHNSON signs, delivers to the City Council, and does not revoke, the General Release Agreement in the form attached hereto as Exhibit A, the COUNCIL agrees to pay him a lump sum cash payment equal to six (6) months compensation. For the purposes of this clause “compensation” shall include base salary, car allowance, City contribution to deferred compensation, and City contribution to health insurance at time of separation as well as cash out of accrued Administrative Leave and cash out of a portion of accrued sick leave as if CITY MANAGER was retiring as provided in the Management Compensation Resolution 10785 (2017 Series) and any successors. Packet Pg 172 14 Page 5 B. In the event that DEREK J. JOHNSON is terminated for “good cause” the COUNCIL shall have no obligation to pay the lump sum severance payment mentioned above. For the purpose of this CONTRACT, “good cause” shall mean any of the following: (1) Malfeasance, dishonesty for personal gain, willful violation of law, corrupt misconduct, or conviction of any felony. (2) Conviction of a misdemeanor arising directly out of DEREK J. JOHNSON’s duties pursuant to this Agreement. (3) Willful abandonment of duties outlined in this Agreement. “Good cause” shall not mean a mere loss of support or confidence by a majority of the COUNCIL. C. Any termination of employment shall be done consistent with limitations established in the City Charter Section 709. Additionally, the CITY shall provide a minimum of 30 days prior written notice to DEREK J. JOHNSON of the intent to terminate this Agreement. D. In the event the CITY terminates the CITY MANAGER for any reason or no reason, the CITY and the CITY MANAGER agree that no member of the COUNCIL, the City Management staff, nor the CITY MANAGER, shall make any written, oral or electronic statement to any member of the public, the press, or any city employee concerning the CITY MANAGER’S termination except in the form of a joint press release or statement, the content of which is mutually agreeable to the City and the CITY MANAGER. The joint press release or statement shall not contain any text or information that is disparaging to either party. Either party may verbally repeat the substance of the joint press release or statement in response to an inquiry. Nothing herein shall be construed to prevent the City from referring to or responding to inquiries about third party or outside agency investigations or actions pertaining to the official performance of the CITY MANAGER. Section 13. Resignation. In the event DEREK J. JOHNSON voluntarily resigns his position with the CITY, he shall give the COUNCIL at least 45 days advance written notice. Section 14. General Provisions. A. The text herein shall constitute the entire CONTRACT between the parties. B. This CONTRACT shall be binding upon and inure to the benefit of the heirs at law and executors of the parties. Packet Pg 173 14 Page 6 C. It is the intent of the COUNCIL that this CONTRACT and the appointment of DEREK J. JOHNSON as CITY MANAGER are in accordance with the requirements and provisions of the Charter. W herever possible, the provisions of this CONTRACT shall be construed in a manner consistent with the Charter. If any provision of this CONTRACT conflicts with the Charter, the Charter shall control. D. If any provision, or any portion thereof, contained in this CONTRACT is held unconstitutional, invalid or unenforceable, the remainder of this CONTRACT, or portion thereof, shall be deemed severable, shall not be affected, and shall remain in full force and effect. IN WITNESS W HEREOF, CITY and EMPLOYEE have executed this Contract on the day and year first set forth above. _____________________________ _______________ DEREK J. JOHNSON DATE _____________________________ ________________ HEIDI HARMON, MAYOR DATE ATTEST: ____________________________ ________________ CARRIE GALLAGHER DATE CITY CLERK APPROVED AS TO FORM: Packet Pg 174 14 Page 7 __________________________________ J. CHRISTINE DIETRICK CITY ATTORNEY Packet Pg 175 14 GENERAL RELEASE AGREEMENT This GENERAL RELEASE AGREEMENT (“RELEASE AGREEMENT”) is entered into by and between ("CITY MANAGER") and CITY OF SAN LUIS OBISPO (“CITY"), in light of the following facts: MANAGER’S employment with CITY concluded on ___________________. Certain disputes have arisen between CITY and CITY MANAGER. CITY and CITY MANAGER each deny any liability whatsoever to the other. CITY and CITY MANAGER wish to fully and finally resolve any and all disputes they may have with each other. CITY MANAGER is hereby informed that he/she has twenty-one (21) days from receipt of this Agreement to consider it. CITY hereby advises CITY MANAGER to consult with his/her legal counsel before signing this Agreement._________(initial) CITY MANAGER acknowledges that for a period of seven (7) days following the signing of this Agreement ("Revocation Period"), he/she may revoke the Agreement. This Agreement shall not become effective or enforceable until the day following the expiration of the Revocation Period. ______(initial) CITY MANAGER acknowledges that the Salary Payment referenced in paragraph 1 of this Agreement represents all compensation, including salary, accrued benefit balances and reimbursed expenses, due and payable to him/her through the date of employment termination. CITY MANAGER also acknowledges that CITY has made this Salary Payment without regard to whether he/she signs this Agreement. The Salary Payment does not constitute consideration for this Agreement. Section 1. Receipt of Salary Payment. CITY MANAGER hereby acknowledges receipt of a check or checks for all compensation owing to him/her, including salary, accrued benefit balances and reimbursed expenses ("Salary Payment") from CITY. Section 2. Severance. Within five (5) days following CITY MANAGER’S signing, delivering to the CITY, and following the expiration of the revocation period set forth in this Agreement, CITY shall pay CITY MANAGER the gross amount provided for in Section 12.A. of the attached Contract of Employment, less applicable deductions consistent with customary City payroll practices. CITY MANAGER acknowledges that the Severance is in excess of all amounts due and owing him as a result of his employment by CITY. Packet Pg 176 14 Section 3. General Release. In consideration of the Severance to be paid and provided to CITY MANAGER, and other good and valuable consideration, CITY MANAGER hereby releases and discharges CITY and its past and present CITY Council Members, employees, representatives and agents, except as to claims that cannot be released under applicable law , from all rights, claims, causes of action, and damages, both known and unknown, in law or in equity, concerning and/or arising out of his/her employment by CITY which he/she now has, or ever had, including but not limited to any rights, claims, causes of action or damages arising under Title VII of the Civil Rights Act of 1964, the Vocational Rehabilitation Act of 1973, the Employee Retirement Income Security Act, the Americans with Disabilities Act, the Age Discrimination in Employment Act, the Older Workers Benefits Protection Act, the Family and Medical Leave Act of 1993, the Domestic Partners Act of 2003, the California Labor Code, the Private Attorneys General Act of 2004, the California Moore-Brown-Roberti Family Rights Act, the California Unruh Civil Rights Act, the California Fair Employment and Housing Act, any other federal, state, or local employment practice legislation, or any federal or state common law, including wrongful discharge, breach of express or implied contract, or action in violation of public policy. CITY MANAGER hereby waives and relinquishes all rights and benefits afforded by Section 1542 of the Civil Code of California. CITY MANAGER understands and acknowledges the significance and consequences of this specific waiver of Section 1542. Section 1542 of the Civil Code of California states as follows: "A general release does not extend to claims which the creditor does not know or suspect to exist in his or her favor at the time of executing the release, which if known by him or her must have materially affected his or her settlement with the debtor." Notwithstanding the provisions of Section 1542, and for the purpose of implementing a full and complete release and discharge of CITY and its past and present CITY Council Members, employees, representatives and agents, CITY MANAGER expressly acknowledges that this General Release is intended to include in its effect, without limitation, all claims which he/she does not know or suspect to exist in his/her favor. ________(initial) CITY MANAGER further acknowledges that he/she has read this General Release and that he/she understands that this is a general release, which shall apply to all unknown or unanticipated results of the transactions and occurrences described above, as well as those known and anticipated, and that he/she intends to be legally bound by the same. Packet Pg 177 14 Section 4. Fees and Costs. CITY MANAGER and CITY agree that in the event of litigation relating to this Release Agreement, the prevailing party shall be entitled to recover his/her/its reasonable attorneys' fees and costs. IN WITNESS WHEREOF, CITY and EMPLOYEE have executed this RELEASE AGREEMENT on the day and year first set forth below. _____________________________ _______________ CITY MANAGER DATE _____________________________ ________________ MAYOR DATE ATTEST: ____________________________ ________________ CITY CLERK DATE APPROVED AS TO FORM: __________________________________ CITY ATTORNEY Packet Pg 178 14 City Manager Employment ContractMonica Irons, Human Resources DirectorSeptember 19, 201709-19-2017, Item 14 - Staff Presentation Recommendation Approve Contract of Employment with Derek JohnsonAppoint Derek Johnson as City Manager effective September 29, 2017City of SLO Assistant City Manager since 2015City of SLO Community Development Department Director 2011 – 2015Other public sector leadership positions include: City of Capitola CDD DirectorCounty of Santa Barbara Director of Long Range PlanningIsla Vista Parks and Recreation District General Manager09-19-2017, Item 14 - Staff Presentation Overview of Employment ContractSalary: $209,900 annuallyHealth, Life, Disability, Retirement, and Paid Time Off: No change; same as Department HeadsPerformance Evaluated by Council annually in AprilSeverance:If Council terminates City Manager without cause or requests resignation.Six months salary and benefits, with signed release of claims.09-19-2017, Item 14 - Staff Presentation Fiscal Impact & Next StepsPositive fiscal impact as the cost of the proposed salary and benefits are lower than that of the current City Manager. Authorize Mayor to execute agreementSwearing in by City Clerk on September 29thto ensure seamless transitionOfficial swearing in at October 3rdCity Council Meeting09-19-2017, Item 14 - Staff Presentation Questions09-19-2017, Item 14 - Staff Presentation