VALLEY METRO IGA - 215-22-2022-00 - EXHIBIT A -SCOPE OF WORK 8-4-21.PDF

Exhibit A
Deliverables Responsible party(ies)
Meet with stakeholders to review updated job description and draft Valley Metro Board of Directors Ad Hoc
recruitment content for the brochure for CEO to ensure details are Recruitment Subcommittee
reflective of current needs and responsibilities, including candidate
attributes; obtain input on recruitment timeline and strategy; obtain input
on advertising options
Ad Hoc Committee will provide feedback on the preliminary list of Valley Metro Board of Directors Ad Hoc
applicants. Recommendations are provided on how to modify recruitment Recruitment Subcommittee
strategy, if necessary.
Ad Hoc Committee will provide feedback on whether a sufficient pool of Valley Metro Board of Directors Ad Hoc
applicants exists, or if there is a need to reopen recruitment for an Recruitment Subcommittee
additional period of time. A decision will be made on the most highly
qualified applicants to be included for further review and evaluation. Based
upon input received from the Committee and search firm thus far,
Maricopa County will recommend first round interview questions to be
considered.
Gather available information regarding CEO recruitment; research other Executive Search Firm and Maricopa
comparable recruitments; develop draft recruitment brochure and timeline County for Coordination and Facilitation
MCHR to incorporate feedback from City Managers and Joint Board Executive Search Firm and Maricopa
Subcommittee into final brochure and recruitment timeline County for Coordination and Facilitation
MCHR presents recruitment overview and draft brochure to Valley Metro Executive Search Firm and Maricopa
Board; Board approves Ad Hoc Committee recruitment subcommittee County for Coordination and Facilitation
Send final brochure to Ad-Hoc Committee that includes recommendations Executive Search Firm and Maricopa
from executive search firm County for Coordination and Facilitation
Ad Hoc Committee will review profiles and provide feedback on candidates Maricopa County/Ad Hoc Recruitment
to invite for first round interviews. Subcommittee
Meet with Ad Hoc Recruitment subcommittee to finalize brochure, Maricopa County/Ad Hoc Recruitment
supplemental questions, advertising sources, application review process, Subcommittee
interview strategy
Engage with executive search firm to obtain input on and finalize the Executive Search Firm
following: brochure (no significant edits); advertising options; application
process; screening process, etc.
CEO recruitment opens and ads are placed. Executive Search Firm
Search firm conducts a first review of applications and provides results to Executive Search Firm
Maricopa County.
Maricopa County will provide a list of applicants received to Ad-Hoc Executive Search Firm and Maricopa
Committee. The details provided will include an abbreviated matrix of each County for Coordination and Facilitation
applicant’s background. The purpose is to confirm the recruitment strategy
is delivering the desired results and make changes if needed.
Recruitment closes Maricopa County/Executive Search Firm
Shortly after the recruitment closes, search firm will provide Maricopa Executive Search Firm and Maricopa
County a complete list of applicants and highlight those considered to be County for Coordination and Facilitation
most highly qualified for review and input from the Ad-hoc Committee. The
purpose is to confirm we have an adequate pool of applicants from which
to consider and seek feedback.
Phone Screening Interview (if applicable) – Search firm will schedule and Executive Search Firm and Maricopa
conduct a phone screening with candidates if needed to follow up and County for Coordination and Facilitation
clarify information included in the application and report results to
Maricopa County.
Exhibit A Page | 1

Search firm will further review, evaluate and group identified candidates Executive Search Firm and Maricopa
based upon the education, experience and critical attributes. For those County for Coordination and Facilitation
candidates considered most highly qualified, search firm will conduct
internet searches of articles, profiles, etc. and research the
company/organization profiles to determine how well the
company/organization is performing from a financial perspective.
Candidate profiles will be created for highly qualified candidates and sent to
Maricopa County.
Scheduling of first round interviews with the search firm and Valley Metro Executive Search Firm and Maricopa
as needed which may include virtual interviews or pre-recorded candidate County for Coordination and Facilitation
interviews. Maricopa County will also coordinate the sending of notices to
unsuccessful candidates.
Coordinate with the search firm to schedule and conduct reference checks Executive Search Firm and Maricopa
for each of the candidates recommended for the next phase. County for Coordination and Facilitation
Provide feedback related to the results of the reference checks and/or Executive Search Firm and Maricopa
background investigation (if available) to the Ad Hoc Committee if anything County for Coordination and Facilitation
of concern arises that would potentially deem a candidate ineligible for
further consideration. Candidate profiles will be updated accordingly.
Coordinate with search firm to contact final candidates to schedule 2nd Executive Search Firm and Maricopa
round interviews. Maricopa County will also coordinate the sending of County for Coordination and Facilitation
notices to unsuccessful candidates.
First round interviews will take place, which may include citizen forum. Maricopa County/Executive Search
Firm/Valley Metro staff/Ad Hoc
Recruitment Subcommittee
Ad-hoc Recruitment Subcommittee/Maricopa County will present the list of Maricopa County/Executive Search
recommended candidates to proceed to next phase of selection process to Firm/Valley Metro staff/Ad Hoc
Boards for approval. Recruitment Subcommittee
Interviews take place between the final candidate(s) and the round 2 Maricopa County/Executive Search
interview panel(s). Firm/Valley Metro staff/Ad Hoc
Recruitment Subcommittee
Ad-hoc Subcommittee/MCHR recommends final candidate(s) for Maricopa County/Executive Search
consideration and inclusion in the final Board interview process; Board Firm/Valley Metro staff/Ad Hoc
approves. Recruitment Subcommittee
Contract negotiation process will be initiated with the successful candidate Maricopa County/Executive Search
salary, leave, start date, relocation if applicable, etc. Firm/Valley Metro staff/Ad Hoc
Recruitment Subcommittee
Meeting with Ad-Hoc Committee Maricopa County/Executive Search
Firm/Valley Metro staff/Ad Hoc
Recruitment Subcommittee
Board interviews final candidate(s). Maricopa County/Executive Search
Firm/Valley Metro staff/Valley Metro
Joint Boards
Board deliberates and/or makes final CEO selection; authorizes conditional Maricopa County/Executive Search
offer of employment pending outcome of contract negotiation process. Firm/Valley Metro staff/Valley Metro
Joint Boards
Board approves terms of contract and selects new CEO. Maricopa County/Executive Search
Firm/Valley Metro staff/Valley Metro
Joint Boards
The Ad Hoc Committee will deliberate based upon Candidate Profiles, Maricopa County/Valley Metro staff/Ad
information gathered during the interviews and citizen feedback and Hoc Recruitment Subcommittee
recommend a list of finalists to the Board for consideration and
continuation in the next phase of the selection process.
The Ad Hoc Committee will deliberate based upon the information received Maricopa County/Valley Metro staff/Ad
and identify a final candidate(s) to be recommended to the Board for Hoc Recruitment Subcommittee
selection.
Exhibit A Page | 2