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

Week of March 11, 2013  County Extends Employment Offer to Finalist. Week of March 25, 2013  Candidate projected start time (to allow for participation in May, 2013 upcoming budget cycle)  b. What progress reports would be made, in what format, and at what stages of the project? We typically provide written progress reports at key points in the project, i.e., at the start and closing of each task/phase – profile development, direct marketing/advertising, etc, selection/recommendation of semifinalists, finalists, background checks, etc. We understand the requirements in the RFP and will provide these reports on a bi-weekly basis as requested. CITY OF SCOTTSDALE, AZ – CITY MANAGER RECRUITMENT 28 © 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 SECTION | 4 PROJECT COSTS  SECTION 4 | PROJECT COSTS a. The all-inclusive professional fee to conduct the recruitment is provided below and includes the cost of professional services by the Lead Consultants and the project support staff, and all project-related expenses such as advertising, printing, candidate background and reference checks, and travel expenses for three (3) on-site visits. Travel expenses incurred by candidates for on-site interviews with the client are not the responsibility of WCG and are handled directly by the client organization. If there is a preference for separate billings for the professional services and project-related expenses, please advise us and the agreement can reflect such an arrangement. The all-inclusive professional fee will be billed in four installments; 30% of the fee will be billed at the beginning of the recruitment; 30% at the implementation of Phase I; 30% at the implementation of Phase II; and the final 10% upon acceptance of offer by the candidate. CITY OF SCOTTSDALE, AZ – CITY MANAGER RECRUITMENT If candidates from this recruitment process are selected for another position within your organization within one year of the close of the recruitment, a fee of 50% of the above mentioned proposal amount will be due to WCG Executive Recruitment. All questions regarding the professional fees and project-related expenses should be directed to Chuck Anderson, CEO of Executive Recruitment Division at canderson@watersconsulting.com or via phone at 817.965.3911. PHASE DESCRIPTION OF PROFESSIONAL SERVICES Phase I Task 1 – Candidate Profile Development/Advertising/Marketing (includes one day on site by Co- Lead Consultant) Task 2 – Identify Quality Candidates Phase II Task 3 – Screening of Applications and Submission of Recommended Finalists to Client. Task 4 – Reference Checks, Background Checks, and Academic Verifications Phase III Task 5 – Final Process/On-Site Interviews with Finalists (includes two days on site by Co- Lead Consultant) Conclusion Acceptance of offer by candidate TOTAL ALL-INCLUSIVE PROFESSIONAL FEE $23,500.00 OPTIONAL SERVICES FOR CONSIDERATION FEES Additional work related to the search process and as specifically requested by the client $1,500.00 per day that is outside of the scope of this project (i.e. additional onsite meetings) is additional. plus expenses The fixed professional fee for this recruitment anticipates no more than three onsite consulting days with one consultant. However, we would be pleased to provide additional onsite consulting visits for our standard daily rate of $1,500 plus expenses. b. Is there a cap on reimbursable costs? There are no reimbursable costs for this project as proposed. c. What are the projected travel expenses, if any? The travel expenses are for 3 consultant visits and are included in the all-inclusive fee. 30 d. Is your firm willing to provide additional services as needed at an hourly rate? If so, at what rates? Our standard daily rate of $1,500 plus expenses for additional consulting services. © 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 SECTION | 5 GUARANTEES  SECTION 5 |GUARANTEES a. Describe any guarantees and the nature of the guarantees that you are willing to make with regard to the quality of your work, including any guarantee relating to any early separation of the selected candidate. As previously mentioned in Section 1.q, we offer a triple guarantee for our clients. Our Triple Guarantee is defined as: (1) A commitment to remain with the recruitment assignment until you have made an appointment for the fees and tasks quoted in this proposal. If you are unable to make a selection from the initial group of Finalists, WCG will work to identify a supplemental group until you find a candidate to hire; (2) your executive recruitment is guaranteed for 24 months against termination for cause. Within the first year, the CITY OF SCOTTSDALE, AZ – CITY MANAGER RECRUITMENT replacement recruitment will be repeated with no additional professional fee, but only for project-related expenses. During the second year, the replacement recruitment is reduced to 50% of the professional fee plus project-related expenses. Candidates appointed from within your organization do not qualify for this guarantee. This guarantee is subject to further limitations and restrictions of your state laws. (3) WCG will not solicit any candidates selected under this contract for any other position while the candidate is employed with your organization. b. Describe what happens if the Board is not satisfied with the candidates presented to them? Our firm will continue to seek candidates for your organization until the Board is satisfied that they have a highly qualified and well-vetted slate of candidates for their next County Manager. This is considered part of the Triple Guarantee also. 32 © 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 SECTION | 6 SAMPLE BROCHURE  SECTION 6 |SAMPLE BROCHURE CITY OF SCOTTSDALE, AZ – CITY MANAGER RECRUITMENT 34 © 2012-The Waters Consulting Group, Inc.