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

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- 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 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- 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. 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- Some of CB&A’s Clients… 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- 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 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- II. What Sets Us Apart (continued) Results: On the preceding page, we outlined what sets us apart. The proof, however, is in the results we have achieved. Specifically:  Our clients are extremely satisfied with our work. In fact five of them have passed resolutions thanking us for our extraordinary efforts recruiting their managers.  We have never missed a significant project milestone.  No matter how complicated the search became or what unforeseen circumstances arose, we have never asked a client for additional monies beyond the fee we initially quoted.  Every one of our City and County Manager searches has ended in a successful placement.  We have become recognized as a leader in municipal recruiting, and we are frequently called upon to speak at the conferences of the league of cities, the local and national city and county management associations and the other professional bodies. We offer the best warranty in the industry. We can offer it because we have confidence in our work. (See Section V of this proposal.) Summary: Colin Baenziger & Associates is the firm you should select to conduct your search because we are knowledgeable and effective while also being very reasonably priced. We are extremely adept at determining who is a good fit for your organization and will find the best person to serve as your County Administrator for the long term. Further, we complete our work on time and on budget. -9- III. Project Staff Project Team and Involvement (Resumes for key staff follow) CB&A is an experienced recruiting firm and strongly believes that the majority of the search work should be conducted by one knowledgeable person with a strong back-up. Colin Baenziger will be the lead person, and he will serve as project manager. He will conduct the interviews with the elected officials, search for strong candidates, discuss the position with those candidates, recruit them, conduct the interviews with the candidates, conduct the background investigations, oversee the interview process, and assist with the contract negotiations. Mr. Baenziger holds a Bachelor’s degree from Carleton College and a Master’s degree with distinction from Cornell University’s Graduate School of Management. In addition to 15 years as a consultant, Mr. Baenziger spent 10 years in government as a senior manager. Overall, he has been the firm’s Project Manager for 100 city and county manager searches. Tom Andrews, senior vice president, will be the Deputy Project Manager and support for Mr. Baenziger. Mr. Andrews will assist in virtually every aspect of the search effort but will focus on the search for strong candidates and candidate evaluation. Before joining the firm, Mr. Andrews served as County Administrator for Fulton County, Georgia, and in high level county and state positions in Maryland. David Collier, senior vice president, will serve as the recruitment manager and assist with the identification and screening of candidates. He has over 30 years of experience as a senior level local government manager in several states including Maryland. He earned his Bachelor of Arts degree in economics and his Master’s degree in public administration from the American University in Washington, D.C. He is a past president of the Maryland City Managers Association and the Florida Association of County Administrators. Kathyrn Knutson, Vice President for Operations, will be responsible for coordinating the advertising and production of the materials we will present to you as described in the Recruitment Approach. Colin Baenziger Tom Andrews Project Manager Deputy Project Manager Kathyrn Knutson David Collier Vice President - Operations Recruitment Manager Research Associates -10- III. Project Staff (continued) Colin Baenziger, M.P.A. Principal Colin Baenziger is a student of local government and responsible for the executive recruitment functions at Colin Baenziger & Associates. Over the years, he has worked with a number of cities on recruitments, and on management, operational, and organizational issues. As a former manager and someone who actively consults with governments, he understands what it takes to do the manager’s job, and to do it effectively. Furthermore, because he is active in a number of professional associations, he knows many of the nation’s managers on a