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

approximately bi- weekly concerning the status of the search. We do request candidates submit resumes via e- mail and, if the City desires, as these resumes arrive, we can forward copies to the City. 14- PROJECT TIMETABLE AND PROJECT ORGANIZATION AND NEEDS IV. Project Timetable We anticipate having a list of finalists within four to eight weeks of contract execution. The outside estimate of eight week recognizes that if we advertise, many publications require significant amounts of lead- time before the advertisement can be run. V. Project Organization and Needs Project Team and Involvement CB& A is an experienced recruiting firm ( see Appendix B for a list of its recent engagements) and strongly believes that the majority of the search work should be conducted by one knowledgeable person. Colin Baenziger will be that person and serve as project manager. Since he is based in Florida, he already has a fair degree of familiarity with the City, the environment and the requirements of the position. Further, having been a Florida municipal manager, he personally knows what it takes to do the job well. Mr. Baenziger will conduct the interviews with the Commissioners, search for strong candidates, discuss the position with those candidates, recruit them, conduct the interviews with the candidates and the background checks, oversee the interview process and assist with the contract negotiations. Mr. Baenziger holds a Bachelor of Arts degree from Carleton College and a Master of Public Administration with Distinction from Cornell University' s Graduate School of Management. In addition to 15 years as a consultant, he has spent over ten years in government as a senior manager. Mr. Gene DeMarie will serve as back- up and support to Mr. Baenziger and may assist in some of the tasks outlined. Mr. DeMarie is an experienced city manager and recruiter. He holds a Bachelor of Arts Degree in Public Administration from the University of Massachusetts. The work of other staff will be largely clerical and will relate to confirming educational credentials, employment and the like. Resumes for the key staff members are included in Appendix B. Support Required from the City CB& A normally asks the City to provide the facilities to be utilized during the interview process and to coordinate and pay for the lodging for any candidates traveling from outside of the area. 15- PROJECT TIMETABLE AND PROJECT ORGANIZATION AND NEEDS CB& A also expects the City to provide the following infonnation to us and to each of the finalists: the FY 2002- 2003 Budget, an organization chart, the latest completed audit and management letter, the City' s current strategic and long range plans ( if any), a copy of the City' s Charter, any job descriptions and other materials that define the role and duties of the Finance Director and any evaluations of the Finance operation or its parts done in the last year. Once the finalists have been selected, the City will mail this material to them as well as any other relevant material that CB& A and the City feel would be beneficial. Finally, the City will run an NCIC1 check on the candidates as a double check to what our criminal records checks turn up but not in the states that we check. 1 Since we are not a law enforcement agency, we do not have access to the NCIC data base. Hence, while we believe our checks are complete, it is a useful way to cross check our work. 16- SIMILAR ENGAGEMENTS VI. Silnilar Engagements & References A complete list of similar governmental engagements is provided in Appendix C. Six are presented here. The process followed in each was the same process as is outlined Section II and in more detail in Section III. Additionally, the team described in Section V of this RFP, by and large, was involved in and played very similar roles in roles in each of these searches. 1. City of Tamarac, F. In July 2004, the City of Tamarac retained Colin Baenziger & Associates ( CB& A) to assist it in finding its next finance director. After we conducted a national search with particular emphasis on finding a Southeast Florida candidate, we recommended six candidates. The process was somewhat elongated due to Hurricanes Francis and Jeanne. Ultimately, the City selected Steven Chapman who was previously the Assistant Finance Director for the City of Fort Lauderdale. Contact City Manager Jeffrey Miller at ( 954) 597- 3510 or Human Resources Director Maria Swanson at ( 954) 597- 3609. 2. City of Venice, FL After the City of Venice failed twice to recruit a new Finance Director utilizing its Human Resources Department, it retained Colin Baenziger & Associates. Our efforts resulted in the City hiring Jeffrey Snyder formerly of Lubbock, TX in February, 2006. Contact City Manager Marty Black at ( 941) 486- 2626 for more details. 3. City of Palm Bay, FL In July 2002, Colin Baenziger was selected by the City of Palm Bay to find its next City Manager. Mr. Baenziger was asked to complete the process in 60 days. Our work involved recruiting and advertising for candidates, conducting background checks, selecting the most qualified, recommending them for interview, coordinating the interview process and assisting in the contract negotiations. The finalists averaged seven years experience as a manager and were all highly qualified. Interviews took place 62 days after the notice to proceed and selection was made on the 64th day. Mr. Lee Feldman, then City Manager of North Miami was selected and he is still employed by the City. Contact Mayor John Mazzioti, City Clerk Alice Passmore or City Manager Lee Feldman at ( 321) 952- 3414. 4. City of Destin, FL Colin Baenziger & Associates' contract to find the City of Destin' s ( population 11, 200) City Manager was awarded on August 15, 2003 and the closing date for applications was September 26th. On November 3rd, the City Council selected Gregory Kisela, then an assistant city manager Contact either Mayor Craig Barker at with the City of Fort Lauderdale, to be its next manager. 850) 376- 1400, City Manager Greg Kisela at ( 850) 837- 4242 or Human Resources Director Chuck Garcia at ( 850) 837- 4242. 18- SIMILAR ENGAGEMENTS 5. Nassau County, FL Nassau County is a rural county north of Jacksonville and beginning to experience significant growth as the Jacksonville metropolitan area pushes north. It needed an experienced manager and someone who was Colin Baenziger and especially familiar with growth management. Associates began the search for the County Administrator in mid March, 2004 and Mike Mahaney, then City Manager of Kannapolis, NC, was selected in early June of that year. Contact County Commission Chairperson Ansley Acree at ( 904) 415- 3392, County Attorney Mike Mullens at ( 904) 548- 4590 or County Administrator Mike Mahaney at ( 904) 321- 5782. 6. Monroe County, FL In March 2004, Colin Baenziger was retained to recommend five candidates for the County Administrator in Monroe County ( essentially the Florida Keys). The County requested position a national search and our work involved recruiting and advertising for candidates, conducting background checks, selecting the most qualified, recommending them for interview, coordinating the interview process and assisting in the contract negotiations. High caliber candidates who could afford to live in the Florida Keys were in short supply and finding the right person was difficult but we were successful. The County hired Thomas Willi, then the Town Manager of Davie, FL. Mr. Willi was unique because he was both well qualified and could afford a substantial home in the Keys. Contact Commissioner Murray Nelson who was County Mayor during the recruitment at ( 305) 394- 0098 or County Administrator Tom Willi at ( 305) 292- 4441. 7. City of Lake Worth, FL In January 2003, Colin Baenziger was retained to assist the City of Lake Worth (population 30, 500) in finding its next City Manager. Important to this recruitment was to find an established manager with electric utility experience. The process was also complicated by the fact that a municipal election was to be h~ld in mid-March with a run- off at the end of the month. The effort involved advertising, recruiting conducting background checks, candidates, determining a list of finalists, coordinating the interview and selection process and assisting in the contract negotiations. The process took 60 days, was similar to the process outlined in this the proposal and Mr. Paul Boyer of Oak Ridge, TN, was selected as manager after interviews at end of March. He is still employed by the City. Contact Mayor Rodney Romano on his cell phone at ( 561) 818- 0001 or Vice Mayor Mac MacKinnon at his home at ( 561) 582- 6503. 19- FEE AND WARRANTY VIL Fee and Warranty Fee Colin Baenziger & Associates proposes to conduct the search for a finn, fixed fee of $17,500 including all expenses and costs. We should note that the fee we have quoted is typically lower than what other municipal government search finns charge ( when expenses are factored in) and can be offered because the finn has focused on keeping its overhead low. Our clients benefit as a result. If the City requests our finn to perfonn work which is clearly beyond the scope of the proposal, it will be billed at a rate of $125 per hour. No such work will be perfonned without written authorization from the City. Further, we have never invoked this clause even though there have been occasions when it was probably appropriate to do so. Services will be billed as rendered with payment due upon receipt of invoice. Final payment is due when the Finance Director that the City selects executes hish/ er contract with the City. Warranty Colin Baenziger & Associates offers what we believe is the best warranty in the industry. We can offer it because we have confidence in our work. Specifically, provided the City selects from among the candidates we recommend, we warrant the following: 1) We will not approach the selected candidate to consider any other position as long as the individual is employed by the City as its Finance Director. 2) Should the Finance Director leave the City for any reason other than an act of God within the first year, CB& A will repeat the search at no charge. Should the Finance Director leave during the second year ( again for any reason other than an .act of God), we will repeat the search for the cost of our expenses only. 3) Should the City not be satisfied with any or the candidates presented, CB& A will repeat the search until the City is satisfied. 4) Our price is guaranteed and will not be exceeded for any reason even should the conditions under which this contract is issued change. 21-  Some of Our Recent Placements While Colin Baenziger & Associates' clients are almost exclusively in Florida, we search the nation for the people you need. The following is a sampling of our recent placements. Prior Position Filled & Our Placement