Okaloosa County BOCC — November 4, 2012 — Colin Baenziger — reading text

RESPONSE TO REQUEST FOR QUOTES FOR SEARCH FIRM FOR POSITION OF COUNTY ADMINISTRATOR RFQ #: 07-13 Colin Baenziger & Associates Project Manager and Contact Person: Colin Baenziger, (561) 707-3537 Colin Baenziger & Associates 12970 Dartford Trail • Suite 8 Wellington, FL 33414 e-mail:Colin@cb-asso.com Fax: (888) 635-2430 …Serving Our Clients with a Personal Touch…  PROPOSAL TO PROVIDE COUNTY ADMINISTRATOR SEARCH SERVICES TABLE OF CONTENTS SECTION PAGE LETTER OF TRANSMITTAL 1 I. QUALIFICATIONS OF THE FIRM 3 The Firm Our Services Technical Capabilities and Organizational Structure Completion of Projects within Budget Completion of Projects on Schedule Search Completion Rate Diversity Litigation Insurance Association Memberships Comparable Public Contracts Number of Searches for County Administrator and City Manager Level Positions Candidate Compensation to the Firm – None Fair Credit Reporting Act Effective January 1, 2013 E-Verify II. WHAT SETS CB&A APART 8 Experience and Approach Results III. PROJECT STAFF 10 Project Team and Involvement Resumes of Key Staff IV. REFERENCES 15 V. FEE AND WARRANTY 19 VI. APPROACH METHODOLOGY 21 APPENDIX A: COMPARABLE GOVERNMENTAL SEARCH ASSIGNMENTS A-1 APPENDIX B: ALL GOVERNMENTAL SEARCH ASSIGNMENTS B-1 APPENDIX C: SAMPLE RECRUITMENT BROCHURE C-1 APPENDIX D: SAMPLE CANDIDATE REPORT D-1 APPENDIX E: RESOLUTION OF ST. JOHNS COUNTY E-1 APPENDIX F: REQUIRED FORMS F-1 December 10, 2012 The Honorable Chairman Don Amunds, Vice-Chairman Dave Parisot, and Commissioners Nathan Boyles, Wayne Harris and Kelly Windes ATTENTION: Mr. Richard L. Brannon, Purchasing Director Okaloosa Board of County Commissioners 602-C North Pearl Street Crestview, Florida 32536 Dear Chairman Amunds, Vice-Chairman Parisot and Commissioners Boyles, Harris and Windes: We at Colin Baenziger & Associates (CB&A) would like to thank you for the opportunity to submit this proposal to assist you in the search for your next County Administrator. While CB&A is a national recruiting firm having conducted assignments from Florida to Alaska and Maine to California, we specialize in Florida. In fact, we have been selected to perform 76 of the last 104 City and County Manager searches where a Florida local government has used a recruiting firm. We pride ourselves on providing not just high quality results, but equally important, we provide a great deal of personal attention to each of our local government clients. To conduct a proper recruitment, we feel the project manager must do more than just drop by occasionally. He/she must get to know the appropriate government officials personally and the community firsthand. That effort takes time, but it is the only way to ensure the candidates we recommend are well qualified and a good fit for your community. As a result, we only take a few clients at a time and focus on getting the job done properly. Further, we routinely complete our work in 60 to 90 days and that includes preparation of recruitment and advertising materials, candidate outreach, candidate screening, finalist interviewing and manager selection. We also offer the best warranty in the industry. While selecting key personnel is never easy, CB&A has developed a process that has been tested nationwide and found to be extremely effective. Not only do we offer unparalleled service at a reasonable price, we focus on finding just the right people for your organization. We say people, and not person, because our goal is to bring you five finalists who are so good that you will have a difficult time choosing among them. The proof is in the fact that five of our local government clients have passed resolutions thanking us for our outstanding efforts in finding their key staff. We do not know how often you have passed a resolution thanking a consulting firm for its efforts, but we have rarely seen it happen. Our goal, in fact, would be for you to be our next client to pass such a resolution. DULUTH, GA MONTEREY, CA RHINELANDER, WI RICHLAND, WA WELLINGTON, FL Letter to Okaloosa County, FL, December 10, 2012 Page 2 Some of our Florida searches include City Managers for Destin, Fort Pierce, Key Biscayne, Melbourne, Palm Coast and Sunrise as well as County Managers for Bay, Clay, Flagler, Hernando and St. Johns Counties. Some of recent national searches include Fayetteville, NC, Portland, ME, Roanoke, VA, Tacoma, WA, and Yakima, WA. We have also sought the Borough Manager for Matanuska-Susitna Borough, Alaska (a county the size of West Virginia), County Managers for Polk County, IA, Clay County, FL, and Union County, NC; and an Economic Development Director and also a Human Resources Director for Loudoun County, VA. Our current searches include, among others, the City Managers for Doraville, GA, the Planning Director for Roanoke, VA, the Finance Director and the Treasurer for the City of Miami, FL, the Fire Chief for Cape Coral, FL, and the Human Resources Directors for West Palm Beach, FL. Shortly after the first of the year we will begin searches for the City Managers of Monroe, NC, Normandy Park, WA, and Scottsdale, AZ. We look forward to formally presenting our credentials and working with you in the near future. If you have any questions, please feel free to contact me at (561) 707-3537. Sincerely, Colin Baenziger Principal / Owner … Serving Our Clients with a Personal Touch I. Colin Baenziger & Associates Qualifications of Colin Baenziger & Associates The Firm, Its Philosophy & Its Experience Established in 1997, Colin Baenziger & Associates (CB&A) is a nationally recognized executive recruiting firm owned and operated by Colin Baenziger. We are a sole proprietorship qualified to do business in Florida and have operated under our current name and been headquartered at our current address in Palm Beach County, FL, since our founding. We also have offices in Monterey, CA, Duluth, GA, Rhinelander, WI, and Richland, WA. As a sole proprietorship, we are not registered with any states as a corporation, foreign or otherwise. Nor are we affiliated with any other business entity. Although our primary focus is executive search, we are often involved in operational reviews of governmental operations. Our consultants live in other areas of the country and converge on the location where the client’s needs exist. We develop an operational plan prior to arrival, and our team of experts quickly studies the issues, identifies problems and opportunities, performs the necessary analysis, develops solutions, prepares reports and action plans, and completes the assignment. The client receives prompt, professional service, and its needs are addressed. We are available for follow-up work, but our goal is to provide the client with solutions that it can implement without additional outside assistance. Colin Baenziger & Associates’ outstanding reputation is derived from our commitment to timeliness and quality. Our work is not done until you are satisfied. That means we go the extra mile and, at times, expend more effort and energy than originally anticipated in our fee or in our action plan. We do not, however, ask the client for additional fees. Rather we accept these situations as part of our cost of doing business. We simply believe that once a contract is signed, we have an obligation to fulfill its requirements with excellence and within the budgeted amount. Since 2002, we have focused on executive search for local governments. During that period we have conducted searches and/or other work for clients in nineteen states. Since beginning its search practice in 1998, the staff at CB&A has performed over 125 City / County / Special District Manager searches and approximately 200 local government searches overall. The basic approach we have presented in Section III is the approach we have used in every one of our searches. It has, of course, been refined over the years. Our Services: Human Resources Operational Reviews Executive Search Performance Improvement Background 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- 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 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