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CONFIDENTIAL 08-16-16 Executive SessionCITY OF SHOREWOOD 5755 COUNTRY CLUB ROAD CITY COUNCIL EXECUTIVE SESSION CITY HALL ROOMS TUESDAY, AUGUST 16, 2016 12:00 PM AGENDA This is a closed executive session pursuant to Minn. Stat. 13d. 05and 13.43 subd. 3 1. CONVENE CITY COUNCIL EXECUTIVE SESSION A. Roll Call Mayor Zerby Labadie Siakel Sundberg Woodruff B. Review Agenda .' 2. CITY ADMINISTRATOR SEARCH (Att. City Administrator's memo) A. Review Interview Process B. Candidate Interviews C. Review and Determine Next Step 5755 Country Club Road ® Shorewood, Minnesota 55331 •952 -960 -7900 Fax: 952- 474 -0128 e www.ci.shorewood.mn.us • cityhall a ci.shorewood.mn.us Scott Gerber, Fire Chief Larry Brown, Director of Public Works Bruce DeJong, Finance Director Brad Nielsen, Planning Director From: Bill Joynes, City Administrator Re: August 16 Shorewood City Administrator Interviews Thank you for participating in the Shorewood City Administrator interview process. Interviews are scheduled for Tuesday, August 16. Please arrive at Shorewood City Hall at 12:00 Noon. Lunch will be provided. I will review the interview process with you before the start of interviews at 1:00 PM. There are three candidates being interviewed (applications attached). Please note that the candidate names are not public information at this time. When the finalist(s) is selected, their names become public. Additional copies of the attached questions will be available at the interviews. At the end of the interviews, we will meet as a group at 4:00 PM to review and discuss the candidates. I expect we should be finished around 5:00 PM. Candidate Name 1. Tell us why you are interested in this job? 2. How does this position fit into your desired career path? 3. What do you know about the City of Shorewood? 4. Describe your preferred methods of communication with elected officials, staff and citizens. 5. How does your past experience prepare you for managing a City like Shorewood? 6. Explain any experience you have had with multiparty service arrangements such as Joint Powers Agreements or service contracts. 7. Where there any ongoing contentious issues and if so what was your involvement? 8. What experience do you have with Human Resource Management? Labor Relations? Succession Planning and hiring? 9. Can you describe for us a particularly difficult disciplinary situation you were involved in? 10. Shorewood needs to develop a comprehensive road reconstruction and financing program in the next few years.Have you had experience in such an effort? 11. Have you served in a development capacity for a county or city in your past employment? Have you been involved in Tax Increment or Tax Abatement efforts? 12. Define your understanding of the role of the Council, the Administrator and the staff in this Council- Administrator, Plan A form of government in Minnesota. 13. How would you describe your management style? Give us an example of how you used that philosophy in a past workplace situation. 14. What accomplishments are you most proud of in your local government career? 15. Tell us about your hobbies, social involvements and interests outside of work. NATHAN BURKETT, MPA 8776 North Bay Drive • Chanhassen, MN 55317 (612) 810 -7510 e bukettnw @gmail.com September 25, 2015 City Council, City of Shorewood, MN c/o Mr. Bill Joynes, City Administrator 5755 Country Club Road. Shorewood, MN 55331 Dear Councilors, I am pleased to have the opportunity to apply for the position of City Admini'stratorserving the City of Shorewood. It would be a great honor to be a part of the Shorewood rnunity. Nk From my resume you will see that I have gained experience as a local,,',, overnment manager and that I have demonstrated an ability to obtain results in that role.' bibelieN�e; and those that work with me believe that in addition to technical acumen, the greatest Va@ I deliver in local government leadership is my ability to bring people and grpup together to solve problems and make our community and organization stronger, together. I have been a part of many major transform perspective. Inevitably we find that there a perspectives are opposed and seem insurrrriz in circumstances where it seemed the sot ti right resolution by continuing to pommunic differences. I am certain that my strategies for succes I look forward you again fora Sincerely, cz �,, U, �, 3 V Nathan Burkett encl :rom b,th the organizational and community y different perspectives and sometimes those ;;. I am most proud of my accomplishments ned impossible; but we brought about the ed on our points of agreement instead of our City of Shorewood execution of the council and community's an even brighter future. I will bring to the City of Shorewood in more detail. Thank NATHAN BURKETT, MPA 8776 North Bay Drive • Chanhassen, MN 55317 (612) 810 -7510 bukettnw @gmail.com SUMMARY OF KEY QUALIFICATIONS Experienced local government manager with significant depth and breadth of knowledge in government operations. Six years of experience as chief administrative officer of local government organizations including; policy and ordinance development, strategic planning, finance, human resources, IT, policy evaluation and governance. Proven team - builder who builds trust and obtains results through partnerships. Led complex organizational transformations through a team approach; incorporated an independent local government organization in to a county structure; continuous improvement of employee engagement throughout organizations and consistent results in community engagement. Leadership in community economic development and housing issues. businesses and anchor institutions to advance economic development pol advanced proliferation and availability of broadband networks in undgxse development program leadership including senior citizen computer learn business. County Ad Aitkin Coin Responsibl, Accountabl coordinatin clerk to the • Imp syst pert • Led groi In con eml Built strong partnerships with local y, and generate opportunities; I ve,.;areas, innovative economic g classes and social media training for June 2014 to Present Aitkin, MN 3oard directives and special projects. all appointed department heads and mty Board of Commissioners, serve as I methodology to ensure classification aboratively led design of employee res and metrics at the service delivery ,ounty board; identified, researched, health benefits which is likely to save ually Performance Management Consultant January 2013 to June 2014 The Khanna Group /InsightFormation, Inc. Edina, MN Responsible for alignment of client organization and technology developers to create customized software interfaces designed to improve performance management capabilities. Facilitate common understanding of technical requirements and align with performance objectives. Design /audit performance management criteria to ensure measures are accurate. Facilitate innovative service delivery design based in data. • Completed and consulted on execution of performance improvement plans utilizing LEAN, Kaizen and Business Process redesign methodologies, completed over '20 Kaizen events and implementations • Designed and built web based data collection methodologies, advanced statistical analysis tools using open API's for comparison to internal data NATHAN BURKETT, MPA 8776 North Bay Drive • Chanhassen, MN 55317 (612) 810 -7510 • bukettnw @gmail.com ® Average score of 4.5/5 on trainings provided to large groups at client request County Administrator September 2008 to December 2012 Todd County, MN Long Prairie, MN Responsible for execution of all county policies, ordinances, County Board directives and special projects. Accountable for the day to day operations of the County, supervising all appointed department heads and coordinating with elected department heads. Reporting directly to the County Board of Commissioners, serve as clerk to the County Board, the human resources department head and the chief financial officer. • Conducted in -depth organizational analysis of policy, procedure and structure; implemented strategic changes which have resulted in more than 15% operations savings and advanced policy objectives • Improved employee engagement by more than 20% over a 3 year period that ;held a lot of change for employees Consultant /Project Manager August 2006 to May 2008 MAXIMUS, Inc. Bloomington, MN Performed complex studies for government and quasi - government' organizatibns. Prepared project plans and coordinated with stakeholders to ensure the project met the needs of the`t lient. Facilitated meetings, analyzed data, made recommendations and prepared timely and accurate: reports and implementation plans. Legal Specialist /Executive Assistant MN Army National Guard Provided executive support to battalion level personnel maintenance including personnel file 1, Board Member, Center for Pu Hamline University, Saint Paul, 2011— 2012 Policy Fellow, Humphrey Institute of Public Affairs University of Minnesota, Minneapolis, Minnesota and Leadership Master of Public Administration Hamline University, Saint Paul, Minnesota Thesis title: Maximizing Collaborative Value: Applying Best Practices to the Strategic Redesign of Human Services in Minnesota 2009 MPA Student of the Year Award Winner Program Evaluation and Audit Intern May 2008 to August 2008 Metropolitan Council St. Paul, MN Bachelor of the Arts, Political Science/Public Administration Saint Cloud State University, Saint Cloud, Minnesota NATHAN BURKETT, MPA 8776 North Bay Drive • Chanhassen, MN 55317 (612) 810 -7510 bukettnw @gmail.com SALARY HISTORY County Administrator Aitkin County, MN Start: $94,000 /yr Current: $98,000 /yr Consultant Khanna Group /Insightformation, Inc. Highest: $30,000 /yr base + $110 /hr County Administrator Todd County, MN Start: $70,000 Highest: $92,500 Jean PanchLshyn From: Nate Burkett [burkettnw@gmail.com] Sent: Thursday, June 02, 2016 3:02 PM To: Jean Panchyshyn Subject: Re: Shorewood City Administrator position Good Afternoon, Thank you for the email. I would like to be considered in this recruitment. I do not believe any updates to my resume are necessary. Thank you. The City of Shorewood has opened its search for a City Administrator. You had applied for this position last year. If you are still interested in this position, please send an email by June 10 to let us know. You do not have to send a new application, unless you have an updated cover, "Iette0tesurne that you would like to provide. I have attached the Job Announcement. If you hdive any questions about the position, feel free to contact Bill Joynes as noted in the attachment. Thant your ti leaullanchyshyn City Clerk City of Shorewood 5755 Country Club Road Shorewood, MN 55331 Direct: 952-960-7911 Fax: 952-474-0128 www.ci.shorewood.m.n.us June 6, 2016 Mr. Bill Joynes Shorewood City Administrator 5755 Country Club Road Excelsior, MN 55331 -8926 Dear Mr. Joynes, Enclosed please find my application for the Shorewood City Administrator position. I have spent my entire twenty -five year career in local government, and I have a deep appreciation of what it means to be a city leader. I am drawn to cities because the services they provide have the most impact on those who call that city home. 1 like being in a leadership role to providboose services. The opportunity to work in Shorewood provides many of the same challenges as a larger city, but I find being close to the daily impact of the city's service is more rewarding. <Y One of my strengths is working cooperatively with other administrative duties and building inspection service to r working cooperatively in these relationships is somethin; doing. Currently, I am responsible for a wide variety of managing four enterprise funds, commercial redevelop capital budgeting, service delivery and preparing and me strengths include: ➢ Working effectively wi (presently two), and nu to deliver city Establishing, maintaining, and and have been successful in ,ernment activities; these include infrastructure improvements, two city budgets. Some other ird I have served, including City Councils issions. ➢ Serving as Secretary ofthe Fairview Northland Health Services board; a founding member andSecretary of the Board for the Rum River Community Foundation, and as a volunteer.frefi'ghter for over 20 years. ➢ Developing strong relationships with community members, business owners, and leaders. I have fostered relationships and earned the respect of community members and community leaders asbbth City Manager and as Fire Chief. ➢ Supervising approximately 60 employees. My managerial style is to allow employees at all levels' of the organization, when appropriate, wide latitude to do their work. I am especially proud that Milaca employees have served in leadership roles in representative organizations such as the MMBA and MN Rural Water Association. I look forward to discussing the position with you. If needed, I would be happy to provide you with references prior to that time. Please call me at your convenience, (320) 469 -4421 or (320) 983 -2932 if you have any questions or need additional information. Thank you for your consideration. Sincerely, Greg Lerud �� ���E�TA/� ������W��� ~~~��~-~.� Tn work with an involved City Council and staff to help the City ofShorewood � "� 0�A�rN0«� exceed the gomioand oxpe�adonnof the mnidanta . SUMMARY 15253 110th Avenue Experienced local government manager, Especially skilled atdeveloping M/la^e.Mmas»sm-0ms4 relationships with residents and business owners. Extensive experience in managing significant projects and plans, and have proven ability toeffectively ^�(nc0)*nn'��o� solve �ommi�od�nbeingahon0oonadmini�retor � ' . x�(ozn) oo3-anaz SELECTED SKILLS AND ACCOMPLISHMENTS |omu.Vreg@BmoV,00m Over 2O years uf local government management experience: Q Twenty years aoMi|ano City Manager. One ny only 27 Plan Bcities |n the State ofMN, Responsible for all personnel matters, economic development, d ensuring council d IZ) Five years as Ogilvie City Clerk througloortt powers agreement with the City of Milaca. • Three Clerk/Administrator • Working with other commu s thru joint powers agreements. Extensive community i • Twenty-three fh the fire service, the last 20 with Milaca. Presently Fire Chief 11. • Secretary Northland Health System, 2OOOto ,,Per an Secretary of the Rum River Community U A666" sp�rime in the school teaching fire prevention to elementary I,, students and training high school seniors to be election judges. August 1995 — May 1999, June 1999 — present Milaca is a growing, fuli-service city, and one of only 27 Statutory Plan B Cities in 'the State. The Manager is solely responsible for all personnel matters, and ensuring the policies set by the City Council are implemented. Responsible for the supervision of operations in four enterprise funds — water, sewer, liquor, and driver's license. Major Accomplishments: • Turned around dismal financial condition of city. Increased fund balance from $5U.00U!o$7O0.000in eight years. All enterprise funds are profitable, • Developed job descriptions and performance review forms. • Managing multiple capital projects. • Street rehabilitation — five year plan to rehabilitate city streets • New City Hall — completed in2OO5. • New water treatment facility in2OO7. • New library building completed in20O7. • Municipal liquor store expansion completed in2OO7. • New Industrial Park expansion — providing utilities to42 acre parcel owned by the city. • Developed a Capital Improvement Plan for replacement and purchase nf equipment and facilities. • Ensuring city iu utilizing appropriate technology in all facets of operations. Working cooperatively with other units of government: providing building inspection services; working with legislators to have the State pass special legislation providing lower business property taxes; and working with area townships and cities to finance a new library. Developed and maintained the city's website, and the city's newsletter. Responsible for articulating the city council's position on matters. Ogilvie City Clerk, Ogilvie, MN June 2010 —present The City of Milaca provides city administration services to Ogilvie through a joint powers agreement. Financial Advisor, Morgan Stanley, Wayzata, MN May 1999 —June 1999 Prepared for Series 7, Series 63, and Series 65 exams. City Administrator /Clerk, Clarkfield',iMft October 1992 - July 1995 Developed a personnel policy, supervi's'ed 13 employees, organized city records following tornado, and was resplonsible for managing all the city's funds. Accomplishments: Administered two significant federal grants: • FEMA: Fofto(ng tprdi7 - coordinated the construction of a city maintenance gfige and new park buildings. Responsible for meeting all repPrting requirements of the grant. • FHA: Administered a $2 million water /wastewater improvement grant. Responsible'for all accounts payable and meeting all ongoing grant Organized and started the city's first Economic Development Authority as a way to encoUrpge economic development and stimulate growth. Converted `city financial records and utility bills from a double entry ledger system to the computer generated and maintained system. EDUCATION Hamline University Mankato State University Gustavus Adolphus St. Paul, MN Mankato, MN St. Peter, MN 2000 -2001 1990 -1992 1986 -1990 8 cr. Doctorate Master of Arts Bachelor of Arts Public Administration Public Administration Political Science /History Milaca Fire Department - 1995 - present Secretary, Fairview Northland Health Services Board of Directors, 2005 - present Secretary/Treasurer, Rum River Community Foundation Board of Directors, 2011 - present President, Milaca Fire Department Relief Association, 1997 - 2004 Member of Minnesota City /County Management Association 1997 - present Firefighter for Clarkfield Fire Department, 1992 - 1995 Secretary and Treasurer of Clarkfield Fire Department and Relief Association, 1993-1995 Secretary of the Congregation, Augustana Church, 1994 -1995 Michael R. Rietz 706 5"' Ave. SE. Barnesville, MN 56514 June 10, 2016 City Administrator Bill Joynes City of Shorewood 5755 Country Club Road Shorewood, MN 55331 Dear Mr. Joynes, I am writing to apply for the City Administrator position with the City of Shorewood. I am interested in this position because it would be an excellent opportunity _for me to utilize my many years of Minnesota municipal experience. What I believe I offer to the City of Shorewood is a operations. Most of my experience has been in sma deal of hands -on experience. This hands -on knowl> and relating to elected officials and members ofithe versatile and well- rounded candidate for this positi work with the City Council, boards and commis for up with practical solutions. arity with all aspects of municipal mmanities which has given me a great akes me very effective at leading teams . Thus, I believe that I am a highly -lieve I have an excellent ability to the staff to identify problems and come In my municipal career I have had the opportunity to put together annual budgets and capital improvement plans. I have had the opportunity to coordinate several street reconstruction projects, the planning and, construction_ of several new housing subdivisions, and all the negotiating with developers that,-cones with that. I hope this letter and resume gives you a good picture of my experience. I am very excited about this opportunity and look forward to discussing it with you soon. Thank you very much for your time. Sincerely, Michael Rietz Enc. Michael R. Rietz ICMA -CM 706 5"' Ave. SE. Barnesville, MN 56514 (218) 251 -6060 EXPERIENCE: City of Barnesville (pop.2618), City Administrator Barnesville, Minnesota 10/09 - present • Provided research, analysis and recommendations to the City Council to assist them in setting policy. • Responsible for supervision of city services with a staff of 21 full -time employees and development of a budget of $8 million and recommending the tax levy and other charges for services. • Worked with the city engineers, Clay County and downtown business owners on a total reconstruction of Front St., a county road through downtown. This was a $3.5 million project wft a City share of $2 million. • Working with Council and consultants to develop a CIP and financial forecast fora 10 -dear street reconstruction plan. • Applied for and received a $121,000 grant from the State Historical Society for the construction of an elevator and other accessibility improvements in the Old City Hall:; supervised completion of the project. Worked with the EDA Director to revamp the City's Website and create a Facebook page to enhance communication with the community. • Worked with EDA Director and the engineer on the ea infrastructure for a commercial development. • Worked with the TEC Manager to provide city -owned Negotiated collective bargaining agreements with the • Worked with the City's Property Maintenance Task Fc City of Castle Hills (pop. 4200), City Manager'. Castle Hills, Texas y industrial park and extension of c, telephone, internet and cable services. lnion and administered the contracts, improve problem properties in the community. 7/07-7/09 • Provided research, analysis and reeamrnendations to the City Council to assist them in setting policy. • Responsible for supervisioif city §' vices with a staff of 64 full -time and development of a budget of $5.2 million and recommending the tax rate and other charges for services. • Facilitated planning sessions �w,lthi=the City Council regarding a $30 million street improvement plan. • Addressed a number, of complex personnel issues including a termination and an EEOC claim. City of Maryville pop. 1(1,600), City Manager Maryville, Missouri 1/06-4/07 • Provided research, analysis and recommendations to the City Council to assist them in setting policy. • Responsible for supervision of city services with a staff of 90 full -time and 30 seasonal employees with a budget of $12 million, including Water, Sewer, Solid Waste and Mozingo Lake Golf and Recreation Area, as well as the General Fund. Also responsible for the development of the budgets and rates for these funds. • Led planning and design efforts for a $2.5 million courthouse square streetscape project. • Led planning and development efforts for a $12 million wastewater treatment plant. • Responsible for the personnel function of the City including recruitment, hiring, termination and all other personnel policies. • Worked with the Human Resource Manager to revise the Employee Policy and Procedures Manual, job descriptions and annual evaluation processes, and conducted an employee job satisfaction survey. • Developed marketing materials, pricing plans and programs for the Mozingo Golf and Recreation Area. • Researched health insurance options and made the decision on those options and the level of benefits to the employees. Michael R. Rietz 706 5th Ave. SE. Barnesville, MN 56514 Page Two City of Masson (pop. 5230), City Administrator 8/00-1/06 Kasson, Minnesota • Provided research, analysis and recommendations to the City Council to assist them in setting policy. • Negotiated collective bargaining agreements with two labor unions and administered the contracts. • Developed an inventory of available land and buildings and a development policies and procedures guide to package relevant information for developers in a single document. • Responsible for supervision of city services with a staff of 29 full -time and 8 part-time employees and a budget of $7.6 million, including Water, Sewer, Electric and Liquor Store Enterprise funds. Also responsible for developing the budgets and capital plans for these enterprise funds as well as the General Fund and the Library Budget. • Supervised the planning and construction of an $8 million wastewater treatment:plant and a $500,000 sewer interceptor /lift station project. • Worked on a plan to utilize State Street Aid to enhance the transportation system'Ahrough the construction of new arterial roadways. • Worked with the city engineers and downtown business owners on a totaP construction of Main Street through downtown. Also working to implement a redevelopment plan for a, lock in the downtown district. • Analyzed rate structures for the Water, Sewer and Electric funds and recommended rate schedules. • Used TIF and MIF financing to bring a new business, and;2 , ,new jobs, to the industrial park. • Worked with the City Planner, consulting engineers, antl developers in development of twelve subdivisions. • Developed a website and quarterly newsletter to more effectively communicate with residents. • Worked with the City Council and Department Heads to develop a plan to adapt and expand City facilities to deal with the growth of the community and meet1he organization's long -range goals. City of Blooming Prairie (pop. 2000), Blooming Prairie, Minnesota • Provided research, analysis • Responsible for supervision budget of $1.5 million, in" • Worked on a redevelopmen housing and develgpable lot • Established a Sump Purm) I program. 2/98-8/00 ,commendations to the City Council to assist them in setting policy. :y services with a staff of 10 full -time and 6 part-time employees and a the Sewer Enterprise Fund. district to redevelop a manufactured home park into 12 units of rental 50 units of owner - occupied townhomes and twinhomes. tion program as the first phase of an Inflow & Infiltration Remediation Village of Saukville (pop. 4300), Assistant to the Village Administrator Saukville, Wisconsin 9/96-2/98 • Assisted with development and management of the General Fund and Utility Budgets and performed special projects for the Village Administrator, including union contract negotiations and a wage and benefit survey. • Managed all license applications, renewals and approvals and updated the license fee structure by comparisons with surrounding communities. • City of Wichita Police Department (pop. 300,000), Manggement Intern 6/96-9/96 Wichita, Kansas • Rice County, Administrative Intern 2/96-6/96 Faribault, Minnesota • City of Faribault (pop. 20,000), Community Development Intern 5/94-2/95 Faribault, Minnesota Michael R. Rietz 706 5"' Ave. SE. Barnesville, MN 56514 Page Three Master of Arts in Public Administration Hamline University Graduate School, St. Paul, Minnesota, May 1995 Juris Doctor Hamline University School of Law, St. Paul, Minnesota, May 1994 Member of ICMA and MCMA An ICMA Credentialed Manager Member of League of Minnesota Cities Fiscal Futures Policy Committee Barnesville Lions Board of Directors Councilmember JR Davis 311 5t' St. NW Barnesville, MN 56514 218- 493 -4464 Councilmember Jason Rick 1005 8th Ave. SE Barnesville, MN 56514 701- 238 -5757 City Attorney John Sho6 Ohnstad Twichell Law Fi 901 13"' Ave. E., Suite B West Fargo, ND 5807 701- 282 -3249 Karen Lauer Barensville Economic Development Director 2412 251/2 Ave. S. Fargo, ND 58103 218-354-2145 Jeri Reep City Clerk 10215 St. Marys Rd. Detroit Lakes, MN 56501 701- 388 -8031