Okaloosa County BOCC — November 4, 2012 — Waters Consulting Group — reading text

finalists are selected for the on-site interviews. Throughout the process you will have access to our Master Applicant List (MAL) for this position, which will provide pertinent data about each applicant. TASK IV CONDUCTING BACKGROUND CHECKS, REFERENCE CHECKS AND ACADEMIC VERIFICATIONS Once you approve the group of finalists for on-site interviews, WCG will begin the process to conduct reference checks, background checks and academic verifications. Contact is then made with selected references and sometimes with others who may know of additional accomplishments and work experiences of the candidates. The purpose of the reference interviews is to allow WCG to complete our understanding of the work experience, professional performance and personal characteristics of the Finalists. For the background checks, WCG will develop information about the candidates in the following areas:  Consumer Credit  Bankruptcy  County Criminal  State District Superior Court Criminal  County Civil Litigation  State District Superior Court Civil Litigation  Judgment/Tax Lien  Federal District Criminal  Motor Vehicle  Federal District Civil Litigation To ensure that our quality standards are maintained, we do require a minimum of ten business days between the time that you select the Finalists for on-site interviews and when we send you candidate documentation for your final interview process. TASK V FINAL INTERVIEW PROCESS Upon completion of Task IV, we will work with you to develop the final interview process. We will also send you documentation on each of the finalists, which will provide the highlights of their professional experience and leadership/management profile, and a summary of the results of the reference checks, background checks, and academic verifications. In addition, the report will include guidelines for interviewing the candidates, suggested interview questions, and a rating process for your interview panel(s). Our Lead Consultants will participate in final interviews as either an observer or active panel member at your request and will be available to answer questions and assist you in the final evaluation and selection of the successful candidate. In addition, if you request the service, we will assist you with the development of a compensation package and related employment considerations, and assist with the negotiations.  b. Provide an organizational chart showing all individuals, including job titles, who would be assigned to this project. ORGANIZATIONAL CHART EXECUTIVE RECRUITMENT DIVISION CITY OF SCOTTSDALE, AZ – CITY MANAGER RECRUITMENT 20 © 2012-The Waters Consulting Group, Inc. This proposal contains proprietary information and is the sole property of Dallas | Austin | Cleveland | Denver WCG, Inc. It is not to be reproduced without the written consent of WCG, Inc. watersconsulting.com  c. Describe the experience, qualifications and other vital information, including relevant experience on previous similar projects, of all key individuals who would be assigned to this project. This information should include the functions to be performed by the key individuals. OVERVIEW OF CONSULTING TEAM WCG places a high priority on meeting the needs of our clients. Therefore, at the outset of the recruitment process, we will tailor our approach to address the issues unique to your organization’s working environment. For each recruitment project, we assign a Lead Consultant and a team of support professionals to carry out assignments in an effective and efficient manner. The consulting team for this project is: Mr. Chuck Anderson, Chief Executive Officer Direct Phone: (817) 965-3911 Email: canderson@watersconsulting.com Percent of time on project: 10% Mr. Chuck Rohre, Senior Consultant Direct Phone: (214) 466-2436 Email: crohre@watersconsulting.com Percent of time on project: 5% Mr. Jim Holgersson, Proposed Co-Lead Consultant Direct Phone: (214) 466-2425 Email: jholgersson@watersconsulting.com Percent of time on project: 35% Ms. Andrea Sims, Proposed Co-Lead Consultant Direct Phone: (216) 695-4776 Email: asims@watersconsulting.com Percent of time on project: 40% Ms. Soni Powell Project Support Manager Direct Phone: (214) 466-2427 Email: spowell@watersconsulting.com Percent of time on project: 10%  d. Provide resumes and job descriptions and other detailed qualification information on all key personnel who will be assigned to this project. All key personnel include all partners, managers, seniors and other professional staff that will perform work and/or services on this project. CHARLES (CHUCK) S. ANDERSON|Chief Executive Officer Charles (Chuck) S. Anderson is the Chief Executive Officer for the Recruitment Division within the Waters Consulting Group (WCG). In this role he also is a senior consultant within the HR Consulting Division for projects related to organizational design and development, strategic planning, and leadership/management development. Prior to joining the WCG, Chuck worked for local governments and public education, including City Manager for Dallas, Texas; Executive Director for the Dallas Area Rapid Transit (DART); and Executive Director for the Michigan Education Association. CITY OF SCOTTSDALE, AZ – CITY MANAGER RECRUITMENT Chuck also served as Director for Local Government Reform for the International City/County Association (ICMA), managing a U.S. government contract for the planning and delivery of technical assistance to local governments in Central and Eastern Europe. His last assignment in this role with ICMA was to recruit and supervise a team of technical consultants to assist in re- building local governments in Bosnia following agreement on the Dayton Accords. During his service with the Michigan Education Association, Chuck also served as Senior Consultant for Urban Planning and Management for Michigan State University’s Institute for Public Policy and Social Research. Areas of Expertise  Executive Recruitment  Leadership/Management Development  Organizational Design  Organizational Development Professional Accomplishments and Education Chuck received a Bachelor of Arts degree in political science and human resources management and a Masters of Public Administration degree from the University of Kansas. He received the prestigious L.P. Cookingham Award for Development of Young Professionals from the International City/County Management Association (ICMA) and the Minority and Women Advancement Award from the American Public Transit Association (APTA). He was also recognized as Public Administrator of the Year by the American Society of Public Administration (ASPA) and Outstanding Management Innovator (Honorable Mention) by ICMA. Chuck was recognized in 2007 with the Lifetime Achievement Award from his Public Administration Alumni Association at the University of Kansas. 22 © 2012-The Waters Consulting Group, Inc. This proposal contains proprietary information and is the sole property of Dallas | Austin | Cleveland | Denver WCG, Inc. It is not to be reproduced without the written consent of WCG, Inc. watersconsulting.com JAMES NILS HOLGERSSON/Co-Lead Consultant Director of Business Development/Senior Consultant James (Jim) Nils Holgersson is a seasoned City Manager with more than 35 years experience in the Public Sector. His record as a key executive in six very diverse communities, across five states provides Jim with invaluable insights into the management challenges modern municipalities face and how to resolve them. Jim’s extensive Public Sector management experience includes: Senior Administrative Assistant with the City of Davenport, Iowa where he worked in personnel, budget and operations including labor negotiations; City Administrator of Germantown, Tennessee, a quickly growing community east of Memphis where he focused his attention on long-term planning and development, fiscal impact analysis and organizational development; City Manager of Kalamazoo, Michigan where he focused on economic development, redevelopment, and neighborhood development; City Manager of Waco, Texas where in addition to overall management responsibilities his special attention was on economic development and redevelopment, neighborhood organizing, long-term finance and organizational development including the implementation of a skill based pay plan; Executive Director of the Rapoport Foundation, a Texas based non-profit that seeks innovative solutions to intractable and persistent problems and strives to cultivate emerging talents and promising models, where he worked to connect and