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

qualified candidate. - OBJECTIVES To obtain the services of an outside independent firm to conduct a national search for a County Administrator. The firm will perform the recruitment and screening necessary to provide the County with a list of the highest caliber of candidates who are qualified and interested in the position. The Board of County Commissioners (hereafter “the Board’) will make the final selection from this list. . SCOPE OF WORK All items, 1-12 below, are included in Section Ill, A. & B. of this proposal. The County wishes to employ a firm to conduct a national search for the purpose of identifying high quality applicants for the position of County Administrator for Okaloosa County from which the Board may make a final selection. ’ The search is to result in the development of a list of candidates interested in the position who _ possess the qualities, experience and training defined by the Board. Based on an analysis of the background, education, training, experience and other desirable qualities of the candidates a final list of candidates is to be provided to the Board for their consideration. The number of candidates to be provided will be defined by consensus of the Board. The firm should provide the following services as a minimum but not be limited to: 1. Provide written bi-weekly activity reports summarizing and detailing the progress of this employment search. Agree to respond immediately to any/all inquiries from the County related to the progress of this employment search. 2. Consult with members of the Board to develop/determine the profile (background, education, training, experience, knowledge, skills, abilities, management style and other appropriate characteristics) desired of the individual to be selected as County Administrator. 3. Develop a strategy for carrying out the recruitment, including outreach to qualified candidates who might not otherwise express an interest, whether currently employed or not, to encourage applicants from diverse backgrounds to apply. Recruitment strategy should include National Association of Counties (NACO), International City/County Management Association (ICMA), Florida Association of Counties (FAC), and any additional appropriate venues identified by the firm. 4. Review resumes of all applicants for background and qualifications to identify candidates who present the most promising qualifications for the position of County Administrator and provide veterans’ preference at each step of the process in accordance with §295. Fla. Stat. (2012) and Fla. Admin. Code 55A-7.001 thru 55A-7.017. | HSRPSIAPIIFIIGIIFIIIIIVS FPHPHSPIS9 GH I9 PG PD@dIDPD@I IPdIDIDIDIDIODIS 10. 11. 12. A 2 of 4 Conduct interviews (by phone, video-conference or face-to-face) with candidates identified above (Step 4) to clarify.each applicant’s experience and to prepare a written summary of the candidates. Further evaluate the candidates including review of the interview results and conduct in-depth reference checks with individuals who are or have been in positions to evaluate the performance of the candidate on the job and to produce a list of candidates who merit the most consideration for the position of County Administrator. Verify the educational background of the selected candidate (or candidates), and conduct criminal, financial, motor vehicle, newspaper and civil litigation checks. In the event politically-sensitive or potentially embarrassing issues arise in a candidate's background, conduct in-depth interviews with principle parties to clarify the event in order to. clearly describe the event to the Board. Finalize a process with the Board for interviews and coordinate candidates’ participation in interviews. Debrief with the Board following the interviews and identify additional candidates if necessary. If requested, assist the Board with the negotiation of the contract (including compensation and relocation) with the selected candidate/finalist. Notify non-selected applicants and candidates. E. QUOTE FORMAT Quotes must set forth full, accurate, and complete information and should include: 1. Information about the Firm: In addition to comments under i-q, refer to Cover Letter, & Sections I. & il. a. Full Legal Name of Company. b. Primary Contact. c. Contact Information. Company Address, Phone Number, Fax Number and E-mail Address. d. How long has the firm been in business under the present name and structure? Provide any other names ‘under which the firm has done business and the date it operated under each name and the locations at which it operated under each name. e. Indicate whether the firm is a Florida corporation and whether the firm is qualified to do business in Florida. f. Are you affiliated with any other business entity, i-e., are you a subsidiary, do you have subsidiaries or joint partnerships? If yes, please identify the organization(s) and the relationship(s). OPP ADDADDDDDDAODDAPDDDHDHPODPHEPSFIDPIAPIHIPSHHSIASHCIVIVSS 0866 g. h. A 30f4 How long has the company been at the location which you designated above as the company address? How many other company locations do you have and in what cities/states are they located? What is the focus of the firm (what are the primary purposes of the firm)? What are the primary markets served? Is the firm an active/current member of the Association of Executive Search Consultants (AESC)? No If the firm is not a current AESC member, is it willing to abide by/adhere to the Professional Guidelines and Ethics of the Association of Executive Search Consultants (AESC)? Yes, plus Certified Mgt. Consultants & ICMA Ethics Provide a detailed description of comparable public contracts (similar in scope of services to those requested herein) which the firm has either ongoing or completed within the past three years. Included in Section Il. of this proposal The description should identify for each project: (i) the client, (ii) description of work, (iii) total dollar value of the contract, (iv) contract duration, (v) customer contact person and phone number for reference, (vi) the results of the project, and (vii) tenure of the selected candidate in the position. How many searches has the firm done for positions of County Administrator or City Manager? Of these, how many were for jurisdictions with populations of 180,000 or more? The most recent 5 years are included in Section Il. of this proposal. Provide at least five (5) references from public sector/government jurisdictions. Include size of the government entity and the name, address and telephone number of a contact person currently available. included in Section Il. Of this proposal. ¢ Describe any prior or pending litigation, either civil or criminal, involving a governmental agency or which may affect the performance of the services to be rendered, in which the firm, any of its employees, subcontractors or sub-consultants is or has been involved within the last three (3) years. Include the nature, resolution and/or current status of the litigation. None Does the firm receive a fee from the candidates the firm recommends for hire? Does the firm receive a fee from candidates if the candidate is successfully placed? If the answer to either question is yes, how much does the firm receive? No Does the firm comply with the Fair Credit Reporting Act (FCRA) changes effective January 1, 2013 as outlined by the Consumer Financial Protection Bureau? Yes Does the firm use E-Verify? We use other sources for such verification. What distinguishes your firm from your competitors? We have 22 offices nation wide with over 30 professionals. | P9HADDDDADDDADDDDDDDDDDADADADADDHSDADHHHHSHDIHSHVIHDG a. A 4 of 4 Information about the Project: Provide a narrative describing the firm’s project plan, methodology (including recruitment: strategy and affirmative action), and recommended solutions in performing the services described in this section and describe the specific policies, plans, procedures or techniques used in providing the services to be performed. Refer to Section Ill. A., B. & C. of this proposal. Provide an organizational chart showing all individuals, including job titles, who would be assigned to this project. Refer to Section |. A. & B of this proposal. ‘Describe the experience, qualifications and other vital information, including relevant experience on previous similar projects, of all key individuals who would be assigned to this project. This information should include the functions to be performed by the key individuals. Refer to Section I_ A. & B of this proposal. Provide resumes and job descriptions and other detailed qualification information on all key personnel who will be assigned to this project. All key personnel include all partners, managers, seniors and other professional staff that will perform work and/or services on this project. Refer to Section I. A. & B of this proposal. Timetable: Refer to Section Jil. D. and progress reports are weekly by e-mail. a. b. Costs: a. Provide a project schedule identifying specific key tasks and duration. . ‘What progress reports would be made, in what format, and at what stages of the project? G Section lil.E. details all costs and there are no reimbursable costs/expenses. Describe the full fixed/basic fee and all associated reimbursable costs to conduct the specified services and to obtain a successful placement. Is there a cap on reimbursable costs? What are the projected travel expenses, if any? Is your firm willing to provide additional services as needed at an hourly rate? If so, at what rates? Yes at $125 per hour. Guarantees: The Mercer Group, Inc. Guarantees are listed in Section Ill. I. a. Describe any guarantees and the nature of the guarantees that you are willing to make with regard to the quality of your work, including any guarantee relating to any early separation of the selected candidate. Describe what happens if the Board is not satisfied with the candidates presented to them? . HgngngqgQvQqn v0 ooocvcodcddcacecedveceeceecenecewenveew~eweewewewewewewewwewrwewrwrwrwrwrrwwr = CONFLICT OF INTEREST DISCLOSURE FORM For purposes of determining any possible conflict of interest, all firms, must disclose if any Okaloosa Board of County Commissioner, employee(s), elected officials(s), of if any of its agencies is also an owner, corporate officer, agency, employee, etc., of their business. Indicate either “yes” (a county employee, elected official, or agency is also associated with your business), or “no”. If yes, give person(s) name(s) and position(s) with your business. YES NO___XXXx NAME(S) POSITION(S) N/A FIRM NAME: THE MERCER GROUP, INC. BY (PRINTED): W. D-HIGGINBOTHA R. BY (SIGNATURE): furs Ze rs TITLE: SENIOR “(CE PRESIDE ADDRESS: 9123 CHERRY TRACE | SEMINOLE, FL 33777 PHONE NO. 727-214-8673 9990909090 90000000000000009906009009060460646064646464639440 DRUG-FREE WORKPLACE CERTIFICATION THE BELOW SIGNED FIRM CERTIFIES that it has implemented a drug-free workplace program. In order to have a drug-free workplace program, a business shall: 1. 6. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violations of such prohibition. Inform employees about the dangers of drug abuse in the workplace, the business’s policy of maintaining a drug-free workplace, any available drug counseling, rehabilitation and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. . Give each employee engaged in providing the commodities or contractual services that are under quote a copy of the statement specified in subsection 1. In the statement specified in subsection 1, notify the employees that, as a condition of working on the commodities or contractual