Fort Walton Beach Council agenda — 04-11-06 Workshop — reading text

parking lot & rear( all) Panhandle Job Fair parking lot & rear October Office of Elections Training parking lot FAIR 9 days All Areas Midway set up in front parking lot, West side) November Southern Gun and Knife Show 2 days parking lot & rear Anns Forces Appreciation Day parking lot & rear(all) Healthy Start World' s Largest Baby Shower parking lot Auction parking lot & rear December Winter Craft Festival 3 days All Areas Homier Tool Sale 4 days parking lot & rear( all) Other Continual Uses: Barn Men meet here every second Thursday monthly and the Old Timers meet here every third Wednesday monthly. (parking area and rear needed for both) The local fire and rescue teams, as well as county, city, state and federal disaster relief teams use our facilities and land monthly for training purposes. They utilize the parking lot area as well as the back yard area. The Farmers Market operates Tuesday, Thursday, and Saturday April through November under the covered area in the front parking lot. indicates Not-For-Profit Event held at the Northwest Florida Fairgrounds.  CITY COUNCIL WORKSHOP April 11 , 2006 Workshop Agenda. Discussion of progress of the Finance Director recruitment Human Resources Director) WA- 3 Agenda Item Number:  TYPICAL SEARCH FIRM ACTIVITIES Develop Candidate Profile and Compensation Package Recroit Qualified Candidates Identify and Develop List of Candidates ConductBac~ oundInvestigations Present Credentials of Recommended Candidates to the City Notify Selected Candidates Coordinate the Interview Process Briefings with City Regarding Finalists Assist with Negotiations for Salary and Benefits  STATEMENT OF QUALIFICATIONS AND PROPOSAL For COLIN BAENZIGER & ASSOCIATES FINANCE DIRECTOR RECRillTMENT SERVICES FOR THE CITY OF FORT W ALTON BEACH, FL Colin Baenziger & Associates Contact Person: Colin Baenziger Colin Baenziger & Associates 12970 Dartford Trail- Suite 8 Wellington, FL 33414 561) 793- 2624 561) 792- 2137 Facsimile E- Mail: colin(a)cb- asso. com Visit Our Website at: www. cb- asso. com  FINANCE DIRECTOR RECRUITMENT SERVICES TABLE OF CONTENTS PAGE LETIER OF TRANSMITTAL 1 EXECUTNE SUMMARY 2- 3 I. PROFILE OF THE FIRM 5 The Firm Our Services Litigation Drug Free Work Place Insurance Completion of Projects with Respect to Budget Completion with Respect to Projected Schedule II. TECHNICAL APPROACH -- SUMMARY 9 III. TECHNICAL APPROACH - THE DETAILS 11 IV. PROJECT TIMET ABLE 15 V. PROJECT ORGANIZATION AND NEEDS 15 Project Team and Involvement Support Required from City Staff VI SIMILAR ENGAGEMENTS 18 VII FEE & WARRANTY 21 APPENDIX A - Some of Our Recent Placements 22 APPENDIX B - Resumes of Key Project Team Members 24 29 APPENDIX C - Complete List of Governmental Searches APPENDIX D - Resolution of the City of Marathon 35 APPENDIX E - Resolution of the Village of Palmetto Bay 38 41 APPENDIX F - Resolution of the City of Cottonwood Heights 44 APPENDIX G - Newspaper Clippings COLIN BAENZIGER & ASSOCIATES 12970 DARTFORD TRAIL · SillTE 8 561) 793- 2624 WELLINGTON, FL 33414 April 5, 2006 The Honorable Mayor Mike Anderson and Council Members Bob Campbell, Jim Tucker, Mike Holmes, Bill Patterson, Wayne Pullen, Jim Hartwell and Mike Minich c/ o Mark Wiltsie, Human Resources Director City of Fort Walton Beach POBox 4009 Fort Walton Beach, FL 32549-4009 RE: Finance Director Executive Recruitment Services Dear Mayor Anderson and Council Members Campbell, Tucker, Holmes, Patterson, Pullen, Hartwell and Minich: Thank you for the opportunity to submit this proposal to assist the City in fmding its next Finance Director. While selecting key personnel is never easy, our firm, Colin Baenziger & Associates, utilizes a process that makes it as painless as possible. What we offer the City of Fort Walton Beach is outstanding services at a reasonable price and a focus on finding just the right people for your organization. With our recent work of finding managers for, among others, the cities of Destin, Mount Dora, Juno Beach, Fernandina Beach, Palm Beach Gardens, Palm Bay, Islamorada and Indian Rocks Beach as well as for several Florida counties including Bay, Clay, Monroe, Nassau and Martin. We also just completed a finance director search for the City of Venice. As a consequence, we believe we are in a unique position to assist you in finding just the right person. While selecting key personnel is never easy, our firm utilizes a process that makes it as painless as possible. What we offer the City is unparalleled service at a reasonable price and a focus on finding just the right person for yourorganization. Given Fort Walton Beach' s location, its unique character and the attractiveness of the community; potential candidates should view the manager' s position as one of the plum jewels of the profession. Since beginning our executive recruiting practice approximately nine years ago, we have become recognized as one of Florida' s foremost recruiters for municipal positions. In fact, since last May, 20 Florida cities and counties have opted to retain an executive recruiter and we have been selected to conduct 16 of those 20 searches. Our success is based on our experience in the public sector, the quality of our work and the extremely strong emphasis we place on client service. Our focus is on exceeding our clients' expectations, delivering a product of the highest caliber and going the extra mile to be certain our clients are satisfied. Needless to say, we would very much like to work with the City and believe we can produce the same high quality results for it that our current clients have come to expect. In fact in recognition of the level of effort we expend, three of our municipal clients (the Village ofPa1metto Bay and the Cities of Marathon and Cottonwood Heights) have passed resolutions thanking us for our outstanding efforts in assisting them in fmding their city managers. We do look forward to presenting our credentials formally and to working with you in the near future. Should you have any questions, please feel free to contact me at ( 561) 793- 2624. Sincerely, Colin Baenziger Principal COLIN BAENZIGER & ASSOCIATES What Sets Colin Baenziger & Associates Apart Colin Baenziger & Associates ( CB& A or the Firm) is sole proprietorship located in Palm Beach a County, Florida and has been in business since 1996. Over that period, it has developed an extensive municipal practice, the key element of which is executive search. Briefly stated, we believe that the City would be wise to select us because: Experience and Approach While we recruit nationally, our focus is on serving Florida cites, counties and special districts. As a result, we are extremely lmowledgeable in conducting recruitments for these entities. In fact, over the last three years, we have conducted more city manager/ governmental CEO searches in Florida than any other firm. Not only is our executive search function headquartered in Florida, our lead recruiter, Colin Baenziger, lives and works here. As such, he is familiar with the issues Florida' s governments and managers face. Additionally, Mr. Baenziger is a former Florida city and special district manager. As such, he is not just someone who is speculating on what it takes to be a governmental CEO here - he lmows firsthand. We recently completed highly successful Finance Director searches for the City of Venice and The City of Tamarac. We tailor our approach to the needs of the community. Once we fully understand the Council, the community and the issues, we aggressively seek the candidates who are right for the City. We can move quickly. Utilizing a true executive search approach, as we did in Manalapan, we can have a short list of candidates within two to four weeks. Advertising nationally normally adds four weeks to the process. The caliber of our work is better. Because we do not conduct hundreds of searches and because our practice is limited to Florida, we have to try harder. We depend on word of mouth advertising and so our reputation is critical to us. Weare less costly -- not because we do less ( in fact, we do more) -- but because we have focused our efforts on minimizing our overhead. We simply do not have the expenses other firms do and as a result, we can pass the savings on to you. We continue to work with the City after the Finance Director begins work. If issues arise six or twelve months later the City and the Finance Director, we will assist in working concerning through them at no additional charge. Finally, while we move quickly, we do not rush the process. 2- COLIN BAENZIGER & ASSOCIATES Results: On the preceding page, we have outlined what sets us apart. The proof, however, is in the results we have achieved. Specifically, Our city/ county/ municipal CEO searches have always ended in a successful placement. While every recruitment finn will tell you that the search can be done within 60 to 90 days, we have an unmatched track record for completing the selection process within that timeframe. In fact, we have never missed a project milestone. Our clients are extremely satisfied with our work. In fact three of them, Cottonwood Heights, Palmetto Bay and Marathon, have gone so far as to pass resolutions thanking us for our extraordinary efforts recruiting their managers. In those rare situations where one of our managers has left the city where we have placed them, the cities have been so satisfied with our services that, if they use a recruiter, they used us again. No matter how complicated the search has become and what unforeseen circumstances have arisen, we have never asked a client for additional monies beyond the fee we