Okaloosa County BOCC — November 4, 2012 — The Mercer Group — reading text

several city manager searches. She has worked on several city managers/administrators searches with Mr. Mercer over the past years. She also has experience with compensation and classification, and with organization and management studies. Ms. Prince-Mercer is also active in recruitment for other fields in the public sector. 4, Time Commitments Our firm members have the quality time.to devote to this search so as to meet Okaloosa County Board of County Commissioners’ needs. ESE eT PRG MP I AE The Mercer Group, Inc. for Okaloosa County, Florida Page 3 —PRHFFFFFFFFFFIFFFFFFFFHFAHFHHEHEHEHHGFFGE646G6444 44544458 Il. EXPERIENCE OF THE FIRM RECENT EXECUTIVE SEARCHES Examples of our executive recruiting experience during the most recent five years follow: * Executive recruiting work performed by a current staff member while working for another firm. County Managers/Administrators, including Population Bernalillo County, New Mexico - County Manager — population: 670,968 - 2011 Butler County, Ohio.- County Administrator — population: 369,999 - 2011 Charleston County, South Carolina - County Administrator — population: 357,704 - 2008 Horry County, South Carolina - County Administrator — population: 276,340 - 2009 Long County, Georgia - County Administrator — population: 15,136 - 2008 Mesa County, Colorado - County Administrator — population: 147,083 - 2011 Oconee County, South Carolina - County Administrator — population: 74,418 - 2010 Orange County, North Carolina - County Manager — population: 135,755 - 2009 Park County, Colorado - County Administrator — population: 16,089 - 2011 Sarasota County, Florida - County Administrator — population: 382,213 - 2011 Sumter County, Georgia - County Administrator — population: 32,511 - 2011 Union County, North Carolina - County Manager — population: 205,463 - 2008 City Managers/Administrators Alamogordo, New Mexico - City Manager - 2009 Aztec, New Mexico - City Manager - 2009 Bangor, Maine - City Manager - 2010 Birmingham, Michigan - City Manager - 2010 Bloomfield, New Mexico - City Manager - 2010 Boulder, Colorado - City Manager - 2008 Bridgeport, Texas - City Administrator - 2010 Charlotte, North Carolina - City Manager - 2008 *Chesapeake, Virginia - City Manager - 2009 Cleburne, Texas - City Manager - 2011 College Park, Georgia - City Manager - 2008 Columbia, South Carolina - City Manager - 2009 Decatur, [Hinois - City Manager - 2008 Dublin, Ohio - City Manager - 2008 ; Durham, North Carolina - City Manager - 2008 Erie, Colorado - Town Administrator - 2011 Fairfield, Iowa - City Administrator - 2010 *Fayetteville, North Carolina - 2008 Florence, South Carolina - City Manager - 2011 ‘Fort Smith, Arkansas - City Administrator - 2008 Fountain Hills, Arizona - Town Manager - 2011 Glendale, Arizona - Assistant City Manager - 2010 Ba OOOO EO The Mercer Group, Inc. for Okaloosa County, Florida Page 4 SF F£FTFTTFTTFTF FFF TF FFSTFTFFFSFEESFSFESESSESESESTSESSESFSESFESHESGGESESEHGHHAS Glendale, Arizona - Deputy City Manager - 2010 Goldsboro, North Carolina - City Manager - 2011 Hampton, Virginia - City Manager - 2009 _ Holland, Michigan - City Manager - 2011 Hyattsville, Maryland - City Administrator - 2010 Indian Trail, North Carolina - Town Manager - 2009 Jacksonville, North Carolina - City Manager - 2010 Lake Worth, Florida - City Manager - 2009 Las Vegas, New Mexico - City Manager - 2009 League City, Texas - City Administrator - 2009 League City, Texas - Assistant City Manager for Public Works - 2009 Lee=s Summit, Missouri - City Manager - 2008 Littleton, Colorado - City Manager - 2011 Macon, Georgia - Chief Administrative Officer - 2008 Midland, Texas - City Manager - 2008 Mooresville, North Carolina - Town Manager - 2008 Muscatine, Iowa - City Administrator - 2009 Newburgh, New York - City Manager - 2010 North Myrtle Beach, South Carolina - City Manager - 2010 North Myrtle Beach, South Carolina - Assistant City Manager - 2008 Oak Ridge, Tennessee - City Manager - 2010 Overland Park, Kansas - City Manager - 2010 Paducah, Kentucky - City Manager - 2010 Petoskey, Michigan - City Manager - 2009 Pompano Beach, Florida - City Manager - 2009 Port Arthur, Texas - City Manager - 2011 *Portsmouth, Virginia - City Manager 2009 Village of Questa, New Mexico - Village Administrator - 2011 Raton, New Mexico - City Manager - 2011 Richmond, Virginia - Chief Administrative Officer - 2009 Rockport, Texas - City Manager - 2011 Sheridan, Colorado - City Manager - 2011 Snellville, Georgia - City Manager - 2008 South Miami, Florida - City Manager - 2010 Talladega, Alabama - City Manager - 2008 Timnath, Colorado - Town Manager - 2011 Trophy Club, Texas - Town Manager - 2010 Villa Park, Illinois - Village Manager - 2011 Winchester, Virginia - City Manager - 2011 Woodstock, Georgia - City Manager — 2008 i eee The Mercer Group, Inc. for Okaloosa County, Florida Page 5 SF OFHFFFTFHFFFFFFFFFFFIFFSFFEFSFESTFIFHFSFSESESIssIsssisssssad REFERENCES -Mayor Alonzo King , City of Goldsboro; population: 38,313 City Hall, 200 North Center Street Goldsboro, NC 27530 Esvr . c/o mbrewer@ci.goldsboro.nc.us City Manager Search Mayor Tom Beehan City of Oak Ridge; population: 27,378 200 W Tulane Avenue Oak Ridge, TN 37830 865-425-3432 Bsr tbeehan@cortn.org City Manager Search Mayor Wes Perry City of Midland; population: 103 880 300 N Loraine Avenue Midland, TX 79701 tor 432-686-5000 wes@egiresources.com City Manager Search . Mayor (Dr.) Robert Cluck City of Arlington; population: 364,000 101 W Abram Street Arlington, TX 76004 <s7 817-459-6122 robert.cluck@arlingtontx.gov City Manager Search Mayor Marilyn Hatley City of North Myrtle Beach; population: 15,000 1018 Second Avenue South North Myrtle Beach, SC 29582 éso+ 843-280-5526 mayorhatley@n-myrtle-beach.sc.us City Manager Search Mr. Randy Reid, County Administrator Sarasota County; population: 382,213 r 1660 Ringling Blvd Sarasota, FL 34236 €<¥ 941-861-5111 rreid@scgov.net County Administrator Search i OEE The Mercer Group, Inc. for Okaloosa County, Florida Page 6 SPSS FHFSSSEHAHFHSPSFHF HFEF HEF HEFHEFHFFEHSFHSFFSSESSssss—s/s_ssssad Mr. Russell Blackburn, City Manager City of Gainesville; population: 124,354 200 East University Avenue Gainesville, FL 32601 Fse¢ 352-334-5010 blackburnrd@cityofgainesville.org City Manager Search Mr. Ron Scott, City Manager City of Danville; population: 16,218 445 W Main Street Danville, KY 40423 — sv 853-238-1200 rscott@danvilleky.org City Manager Search; Chief of Police Search Ms. Kristy Stallings, Deputy City Manager City of Overland Park; population: 275,000 . 8500 Santa Fe Drive Overland Park, KS 66212 ts 7T 913-895-6152 Kristy.stallings@opkansas.org City Manager Search . LE A a a CP Sc i The Mercer Group, Inc. for Okaloosa County, Florida Page 7 eel 4 x IN. SERVICES, TIMELINE, AND FEES Our Firm’s Approach, Work Plan, Equal Employment Opportunity Statement and a Timeline of activity Pursuant to Scope of Services A. Project Understanding and Approach It is our understanding that: Okaloosa County is seeking "turn-key" executive search services and support in connection with the recruitment of a new County Administrator. Okaloosa County is seeking "turn-key" executive search services and support in connection with the recruitment of a new "County Administrator. Services required include position analysis and preparation of position profiles, recruitment for the position; inviting potential candidates to apply; reviewing and screening applications; conducting interviews, reference checks and background checks of selected candidates; recommending a list of final candidates; coordinating final interviews; negotiating; and following up. Okaloosa County wishes to conduct a comprehensive national recruitment process to ensure the best qualified candidates are found and that the best qualified individuals who are acceptable can be hired. The annual salary and benefits package for the position will be discussed with the County Commissioners. u The objectives that we will meet in order to help find the best qualified candidates for the position are as follows: To conduct on-site needs assessment for the new County Administrator. To develop a comprehensive position profiles. To reconcile any differences in points of view with regard to specifications for the position. To encourage top level people to apply who would otherwise be reluctant to respond to an advertisement. a, To save a considerable amount of the County Commissioners’ and staffs time in establishing a position profile and reviewing applicants. To comply with appropriate personnel regulations and state laws (ie., EEO, Affirmative Action and ADA). To independently and objectively assess the qualifications and suitability of candidates for the positions. To recommend a pool of finalist candidates to the County Commissioners. To coordinate finalist candidate interviews with the County Commissioners. To mail an information packet supplied by the County Commissioners to all qualified applicants. To respond to all candidate inquiries and produce all correspondence throughout the search. To preserve the confidentiality of inquiries to the degree possible under Florida law. To assist the County Commissioners in reaching a final decision. To assist in negotiating a compensation package with the successful candidate on behalf of the County Commissioners. The Mercer Group, Inc. for Okaloosa County, Florida Page 8 SPHSFPFSFSFHSTFFFFFFIFIFFFIFSFsAIIIss ss sss sssidda SHddS e To assist the County Commissioners in establishing criteria for evaluating the new County Administrator’s performance. e To follow-up with the County Commissioners and the new County Administrator during the first year to determine if adjustments need to be made. e To keep the County Commissioners closely involved in key decisions and informed of our progress. The scope of the project will be sufficiently broad and in-depth so as to meet the requirements of Okaloosa County. However, for the fees proposed it will not address recruitment of additional candidates for positions other than the one specified. Our approach and style are interactive. That is, we form a partnership with our client to conduct a project. Okaloosa County Board of County Commissioners will benefit through ease of imple- mentation and by gaining more in-depth knowledge of executive search and management consulting techniques and expertise. B. Work Plan We recommend a seven (7)-step search process as follows: 1. Position Analysis - We will define work relationships, job qualifications and require- ments for the position - the "Position Profile". Recruitment Process - We will recruit regionally and nationally for the position and network to locate qualified candidates. Resume Review - We will identify qualified candidates. Candidate Screening - We will thoroughly screen prospective candidates. Background Investigation - We will thoroughly evaluate prospective candidates. Interview Process - We will make recommendations and assist in selection. Negotiation and Follow-up - We will facilitate employment and follow-up to ensure complete integrity of the process. i SDM RY 1. Position Analysis We will bave extensive consultation with the Okaloosa County Board of County Commissioners and its staff as well as other individuals or groups (if you wish) to determine the County's vision/mission, goals and objectives, the needs and issues, requirements of the job, and to obtain information about the environment within which the position functions. During this process, we will initiate individual interviews with citizen organizations, department heads and key staff, and others of your choice to identify expectations, perceptions, and concerns regarding the position. In addition, we will spend a considerable amount of time at the beginning of the process in Okaloosa County in order to determine