Okaloosa County BOCC — November 4, 2012 — reading text

Checks Contract Compliance Reviews Position Descriptions/Classification Studies Project Management Compensation Studies Performance Measurement Systems Personnel Policies/Procedures Reviews Standard Operating Procedures Manuals Employee Handbooks Staffing Assessments Additional Services Planning Preparing Grant Applications Strategic Planning Grant Monitoring Systems and Controls Operational Planning Start-up Assistance to New Cities Project Planning -3- Packet Pg. 212  6.1.a.b I. Colin Baenziger & Associates (continued) Technical Capabilities and Organizational Structure Colin Baenziger & Associates has developed its business model over the past 14 years. The model has proven to be extremely effective in every state we have applied it and for every type of position. In fact we are often called when a government has a particularly difficult position to fill or where one of our competitors has failed. Overall, we utilize approximately 18 people. Most staff members are independent contractors and are given assignments on a task order basis. Consequently we can pay well while having a great deal of flexibility without the overhead of many Attachment: Colin Baenziger (1222 : Search Firm for Position of County Administrator) firms. In addition to Mr. Baenziger, other senior staff members are former City and/or County Managers or elected officials. As a result, we understand both perspectives and have been very successful in identifying the right candidates for our clients. CB&A’s other staff are all competent researchers and writers and most have been with us for a long time. Colin Baenziger Paul Wilson Owner & Principal Senior Editor Tom Andrews David Collier John Darrington Senior Vice President Senior Vice President Senior Vice President Kathyrn Knutson Ron Stock Merv Timberlake V P - Operations Vice President VP – Financial Recruiting Senior Research Associates Administrative Assistants Internet Specialists (2) (8) (2) Completion of Projects within Budget Colin Baenziger & Associates is proud of its record of completing searches within budget. When we quote a price to the client, that price is what the client will pay, no matter how difficult the search is or what unforeseen circumstances may develop. We have never asked a search client for additional fees, even when we were entitled to do so. -4- Packet Pg. 213  6.1.a.b I. Colin Baenziger & Associates (continued) Completion of Projects on Schedule Colin Baenziger & Associates routinely completes its assignments in 60 to 90 days (see Appendix A). Further, since CB&A began performing recruitments, it has never missed a project milestone. Search Completion Record Attachment: Colin Baenziger (1222 : Search Firm for Position of County Administrator) In every case CB&A has been selected to perform a City or County Manager search, the search has been completed and the client has selected from one of our recommended candidates. Further, we have never been fired before a search was completed. Diversity CB&A is widely recognized for its ability to find and attract women and minorities for the positions we recruit for. For example, from the beginning of 2009 through the end of 2011, 43% for the individuals whom we placed as City and County Managers have been minorities and/or women. Litigation Colin Baenziger & Associates has never been involved in any litigation, except to testify as an expert witness on behalf of one of the parties. Our performance has never been questioned nor have we or any of our clients been involved in any legal action as a result of our work. Insurance To protect our clients, Colin Baenziger & Associates maintains the following insurance coverages: (1) general liability insurance of $1 million combined single limit per occurrence for bodily injury, personal injury and property damages, (2) automobile liability insurance of $1 million per accident, and (3) professional liability insurance of $1 million per occurrence. As a small firm, utilizing independent contractor predominantly, we are not typically subject to the requirements for workers compensation and employer liability insurance. If required by the client, and if it is available to us, we will obtain these two coverages prior to contract execution. Association Memberships Many of the staff at CB&A are members of the International City/County Management Association and its state affiliates. The firm is not a member of the Association of Executive Search Consultants but does adhere to its Professional Guidelines and Ethics -5- Packet Pg. 214  6.1.a.b I. Colin Baenziger & Associates (continued) Comparable Public Contracts See Appendix A. In each case, we followed the methodology proposed in this proposal. Number of Searches for County Administrator and City Manager Level Positions We have performed approximately 125 searches for City and County Manager equivalent positions. Attachment: Colin Baenziger (1222 : Search Firm for Position of County Administrator) Ten of these searches have been for jurisdictions with populations in excess of 180,000. It should be noted that, according to the ICMA, there are only 180 cities in the country that utilized the Commission-Manager plan and have a population in excess of 100,000. Similar data is not available for counties but Florida only has 26 counties with populations over 180,000. Candidate Compensation to the Firm – None CB&A will assist candidates from time to time in improving their resumes and provide advice but we have never accepted any compensation from a candidate for any reason. We consider it a conflict of interest to accept anything from a candidate, whether we have recommended or placed them. Fair Credit Reporting Act Effective January 1, 2013 We comply with the Fair Credit Reporting Act now and will comply with all changes effective beginning January 1, 2013. E-Verify We are a registered user of E-Verify. -6- Packet Pg. 215  6.1.a.b Some of CB&A’s Clients… Attachment: Colin Baenziger (1222 : Search Firm for Position of County Administrator) Clay County, FL Flagler County, FL County Manager County Administrator St. Johns County, FL Brevard County, FL County Administrator County Manager Director, Economic Development -7- Packet Pg. 216  6.1.a.b II. What Sets Us Apart Since 1997, Colin Baenziger & Associates (CB&A) has developed an extensive municipal practice. The key element is executive search and our first client was the City of Lauderdale Lakes, FL, in 1998. Briefly, we believe that the County would be wise to select us because: Experience and Approach  We recruit nationally and know many of the country’s local government professionals personally. We have an extraordinary talent for determining who will fit well (and who Attachment: Colin Baenziger (1222 : Search Firm for Position of County Administrator) will not) in the particular situation.  Our lead recruiter is Colin Baenziger. He has served as a Manager, as well as an elected board member for a master homeowners association composed of 22,000 residents. He can thus relate to both appointed and elected officials and speaks their language. Tom Andrews is the former County Manager for Fulton County, GA, and Ann Arundel County, MD as well as having worked in the government of the State of Maryland. Dave Collier has served as a City and County Manager in Florida, Kansas and Michigan.  CB&A knows many of the country’s professional managers personally. We have an extraordinary talent for determining who fits well in which situation and who does not.  We tailor our approach to the community. Once we fully understand the elected body, the community and the issues, we aggressively seek the candidates who are right for you.  We can move quickly. Utilizing a true executive search approach and very limited advertising, we can have a short list of candidates within two to four weeks.  The caliber of our work is better. Because we have not conducted hundreds of searches and we depend on word of mouth advertising, our reputation is critical to us.  We continue to work with you after the position is filled. If issues arise six or twelve months later between the employee and employer, we will assist the parties in working through them at no additional charge.  We are reasonably priced, and not because we do less. In fact, we do much more than our competitors. We have focused our efforts on minimizing our overhead. We simply do not have the expenses other firms do, and we can pass the savings on to you.  We are very adept at working with the electronic and print media. Should the County wish, we are very comfortable serving as its media spokesperson for the search.  Our warranty is the best in the industry.  Finally, although we move quickly, we do not rush the process. We carefully evaluate every potential candidate, scrutinize their background information and make sound recommendations to the client. -8- Packet Pg. 217  6.1.a.b II. What Sets Us Apart (continued) Results: On the preceding page, we outlined what sets us apart. The proof, however, is in