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

initially quoted. We have become recognized as a leader ( if not the leader) in Florida municipal recruiting and we are Florida frequently called upon to speak at the conferences of the Florida League of Cities, the City/County Managers' Association and the Florida Public Personnel Association. Summary: In summary, Colin Baenziger & Associates is the finn you should select to do your Finance Director recruitment because it is and effective while also being less costly. We are extremely adept at determining knowledgeable who is a good fit for your City and will find the best person to serve as your next Director for the long tenn. 3- Profile of the Firm L Profile of Colin Baenziger & Associates The Firm Established nine years ago, Colin Baenziger & Associates ( CB& A) is a strategic partnership of independent consultants that brings to bear the expertise necessary to satisfy a client's needs. Although our primaryfocus is executive search, we are often involved in operational reviews of governmental operations as well. While our head office is in Palm Beach County, Florida, many of its consultants live and work in other areas of the country converging on the location where the client's need exists. With an operational plan developed prior to arrival, our team of experts quickly studies the issues, identifies problems and opportunities, performs the necessary analysis, The client thus receives prepares reports and action plans and completes its assignment swiftly. addressed. While the consultants are available for prompt, professional service and its needs are follow- up work, our goal is to perform the assignment in such a way that existing staff can implement the action plans without additional outside assistance. Baenziger & Associates has an outstanding reputation which is derived ftom our Colin commitment to quality. Our work is not done until you, our client, is satisfied. That means we and energy than we originally anticipated or go the extra mile and, at times, expend more effort are compensated for. And that is fine with us because we firmly believe that when we sign a contract, we have an obligation to you to fulfill its requirements, with excellence and within the budgeted amount. Our Services: Human Resources Operational Reviews Executive Search Performance Improvement Contract Compliance Reviews Background Checks Position Descriptions/ Classification Studies Project Management Compensation Studies Special Projects Performance Evaluations Performance Measurement Systems Personnel PolicieslProcedures Reviews Standard Operating Procedures Manuals Employee Handbooks Staffing Assessments Information Systems and Telecommunications Needs Assessments Software Implementation Software Design Equipment Assessment Disaster Recovery Plans Request for Proposal Development Off-the- Shelf Software Evaluation Document Imaging Telephone Systems Telephone Carrier Plan Selection 5- Profile of the Firm Our Other Services Planning Preparing Grant Applications Strategic Planning Labor Negotiations Operational Planning Start- up Assistance to New Cities Proj ect Planning Grant Monitoring Systems and Controls Litigation Colin Baenziger & Associates has never been involved in any litigation except to testify as an has never been questioned. expert witness on behalf of one of the parties. Its performance Drug Free Workplace Certification Colin Baenziger & Associates complies with the provisions of Drug Free Workplace laws and informs all of its employees and subcontractors that it is a drug- free workplace. These individuals are made aware of the dangers of drug abuse, of the firm= s policies concerning drug abuse, of available and the sanctions CB& A may utilize should the employee use counseling drugs in the workplace. As a condition of employment as an employee or as a subcontractor, and must us of any conviction or pleas of nolo notify employees must abide by our policy contendere to drug charges. Insurance insurance In order to protect our clients, Colin Baenziger & Associates maintains the following for coverage: ( 1) General Liability Insurance of $1, 000,000 combined single limit per occurrence of bodily injury, personal injury and property damages; ( 2) Automobile Liability Insurance As 1, 000,000 per accident and ( 3) Professional Liability Insurance of $1, 000,000 per occurrence. for a employees, we are not normally subject to requirements small firm, with less than five available Workers Compensation and Employers' Liability insurance. If required by the City and if insurance prior to contract to us, we will obtain Workers Compensation and Employers' Liability execution. Completion of Projects with Respect to .Budget time and Colin Baenziger & Associates is proud of its record with respect to completing searches on no matter within budget. When we quote a price to the client, that price is what the client will pay asked a how difficult the search is or what unforeseen circumstances may develop. We have never search client for additional fees, even when we were probably entitled to do so. 6- Profile of the Firm Completion with Respect to Projected Schedule Since Colin Baenziger & Associates has been performing City/County/ CEO recruitments, we have a remarkable record of achievement in terms of meeting our project schedules. In fact we have never missed a project milestone. The executive search business does, however, involve people and could not people are not always predictable. For example, when Monroe County and its first choice terms, we repeated the search. While we did not miss a project reach agreement concerning milestone, the search took five months overall instead of three. 7- TECHNICAL APPROACH IL Technical Approach -- Summary Colin Baenziger & Associates proposes to undertake a full- scale, national search that includes the following tasks. A more detailed description follows this summary in " Section III: Technical Approach - the Details". Meet with key City officials to develop a complete understanding of the position and the issues that the new Finance Director will face. We will also develop a description of the ideal candidate, a target compensation package and a project schedule. Develop an outreach strategy using both advertising and networking to identify top level candidates While we will advertise and reach out nationally, our focus, at least initially, will be on identifying candidates from Florida because hiring someone with Florida credentials avoids issues in obtaining Florida certifications ( which may involve agility tests, etc.). Actively search for, identify and recruit outstanding candidates who are best suited for the position. To do so, we will use our network and consult our data base of quality finance directors. From these two sources, we will develop a list of candidates that we want to recruit for this position. Receive resumes from applicants resulting from advertisements as well as from our recruitment efforts. We request candidates submit resumes via e- mail Evaluate the applicants and develop a list of finalists for the City to interview. Conduct thorough reference and background checks of the most qualified applicants. These will include speaking with all the candidate' s employers including members from the candidates' current city council, current and past city managers, the city attorney, the director of the chamber of commerce, the local press, community activists and subordinate employees. We also conduct checks of the candidate' s civil and criminal records, driver' s license, media and credit checks to the degree the data is available as well as verifying employment history and education. Finalize ourrecommendations and present them to the City. We plan to brief key officials concerning our findings and recommendations concerning the candidates. Coordinate and attend the interview process. Assist in the selection. We will follow up on any questions that the City may have after interviewing the candidates. We will also be available to discuss the candidates as the City does its final evaluation and makes its final selection. If requested, work with the City on an advisory basis during the contract negotiations. 9- TECHNICAL APPROACH Notify those not selected. We typically contact everyone who applied by telephone to inform them of their status in the process. We also use e- mail and frequently offer suggestions to improve their resumes. Hence, even if they are not selected, they do benefit from going through the process. Stay in touch with the City on an on- going basis and provide any assistance necessary to ensure that the relationship between the Finance Director and the City is a strong