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07-22-14 Special Meeting CITY COMMISSION DERAIL(EACH CITY OF DELRAY BEACH, FLORIDA had SPECIAL MEETING- TUESDAY,JULY 221, 2014 WnWIC117 5:00 P.M.DELRAY BEACH CITY HALL - COMMISSION CHAMBERS 1993 2UU1 The City will furnish appropriate auxiliary aids and services where necessary to afford an individual with a disability an equal opportunity to participate in and enjoy the benefits of a service, program, or activity conducted by the City. Contact the City Manager at 243-7010, 24 hours prior to the program or activity in order for the City to reasonably accommodate your request.Adaptive listening devices are available for meetings in the Commission Chambers. SPECIAL MEETING AGENDA Pursuant to Section 3.12 of the Charter of the City of Delray Beach,the Mayor has instructed me to announce a Special Meeting of the City Commission to be held for the following purposes: 1. PRESENTATIONS AND SELECTION OF AN EXECUTIVE PLACEMENT FIRM TO CONDUCT A CITY MANAGER SEARCH: a. Slavin Management Consultants b. Colin Baenziger &Associates c. The Mercer Group, Inc. d. S. Renee Narloch &Associates Please be advised that if a person decides to appeal any decision made by the City Commission with respect to any matter considered at this meeting, such person will need to ensure that a verbatim record includes the testimony and evidence upon which the appeal is based.The City neither provides nor prepares such record. w MEMORANDUM W TO: Mayor and City Commissioners FROM: Noel Pfeffer, City Attorney DATE: July 17, 2014 SUBJECT: AGENDA ITEM SP.1 - SPECIAL MEETING OF JULY 22,2014 PRESENTATIONS AND SELECTION OF AN EXECUTIVE PLACEMENT FIRM TO CONDUCT A CITY MANAGER SEARCH BACKGROUND Attached are the proposals submitted by the interested executive placement firms identified in the City Manager recruitment item which appeared on last week's City Commission agenda. Pursuant to the direction of the City Commission, each firm has been invited to make a ten minute presentation to the City Commission to describe their capabilities and to emphasize what distinguishes their search firm from their peers. Following the presentations of each firm, there will be an opportunity for questions and answers. The four firms will make presentations in the following order: Slavin Management Consultants (telephone presentation) Colin Baenziger&Associates The Mercer Group, Inc. S. Renee Narloch &Associates LEGAL DEPARTMENT REVIEW This item complies with Section 36.02(B) "Written Quotations Method" of the City's Purchasing Code. This office has obtained four (4) written quotations from companies and the estimated cost is less than twenty-five thousand dollars ($25,000). CITY OF DELRAY BEACH, FLORIDA Executive Search Services City Manager Prepared by Robert E. Slavin on July 11, 2014 Si.t1►'Y ill 'NT CONSULTANTS 3040 Holcomb Bridge Rd.Suite A-1 •Norcross,Georgia 30071 a(770)449-4656 a FAX(770)416-0848 a E-mail:slavinjabellsouth.net www.slavin.com With affiliates In Cincinnati,Dallas,Hartford,Dunedin,Los Angeles, Mackinac Island and Mesa SI'`4`ITN+l GEMIENT July 11,2014 Ms. Cathy Inglese, Legal Secretary C 0 N 5 U LTA N T S City of Delray Beach City Attorney's Office 200 N.W. 1St Street Delray Beach, Florida 33444 Via:inglese(a_mydelraybeach.com Re: City of Delray Beach Florida - City Manager Recruitment Services Slavin Management Consultants (SMC) is pleased to submit this proposal to conduct an executive search for the next City Manager of Delray Beach. The purpose of this project is to help the City Commission develop and agree to a comprehensive position profile for City Manager and then to identify, recruit and present outstanding candidates who meet these criteria. Once the profile has been developed and approved by the City Commission,we will have no difficulty identifying quality prospective candidates and becoming immediately productive. It is normal for a City Manager search to take between sixty and ninety days to complete. As a high quality, independent management consulting firm, Slavin Management Consultants is most capable and interested in providing these services to the City. This proposal commits the highest level of our firm's resources. I will manage and serve as the primary consultant for this critical project. I am the owner and president of SMC and am among the most experienced recruiters of governmental managers in the nation. I have a strong and proven commitment to providing exceptional recruitment services to public agencies and have received many accolades supporting this work. /have the authority to bind the corporation. Mr. Stephen Cottrell and Mr. David Krings will assist with the project. Both are highly experienced former local government executives and management consultants. Public sector and not-for-profit executive search work accounts for more than 95% of SMC's recruitment activities. SMC has recruited many executives for the Florida public agencies and for others in all regions of the nation. Our Florida experience in indicated on page 2 of this proposal.We are familiar with Florida's open records laws. We are able to recruit well-qualified candidates for our Florida clients who would otherwise not have applied for fear of premature publicity. We also comply with both the letter and intent of Florida's laws. SMC is a national firm, strategically based in Norcross, Georgia for easy access to Atlanta's Hartsfield -Jackson International Airport-the world's busiest airport. We have affiliates in Cincinnati, OH; Dallas, TX, Hartford, CT; Dunedin, FL; Los Angeles, CA; Mackinac Island, FL and Mesa,AZ. Thank you for the opportunity to submit this proposal. We look forward to working with Delray Beach on this highly challenging and very important assignment. If you have questions concerning this proposal, please contact me at(770)449-4656. Very truly yours, SLAVIN MANAGEMENT CONSULTANTS Robert E. Slavin, President TABLE OF CONTENTS Cover Letter EXECUTIVE SUMMARY. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 About the City of Delray Beach. . . . . ... . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . 1 About Slavin Management Consultants. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 SMC Contact Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . 3 RECENT CHIEF EXECUTIVE SEARCHES.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 PROJECT SUMMARY.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Develop the Recruitment Profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Identify Qualified Candidates.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Evaluate Prospective Candidates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Preliminary Screening and Progress Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Selection and Employment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 In-depth Screening and Final Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Establish Evaluation Criteria. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Follow-up.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Reporting.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Deliverables.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 PROJECT SCHEDULE_ . . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . . . . . . . . . . ... , . . . . . . 10 QUALIFICATIONS AND STAFFING. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 A. Firm Qualifications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 B. Staffing.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Robert E. Slavin, President. . . - , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Stephen J. Cottrell SMC Florida Regional Manager. . . . . . . . . . . . . . . . . . . . . . 12 David Krings, ICMA-CM, SMC Regional Manager. . . . . . . . . . . . . . . . . . . . . . . 13 GUARANTEES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 FEE STRUCTURE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Professional Fees. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . 15 Expenses.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 AGREEMENT FOR SERVICES.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 EXHIBITS Pro Forma Invoice Clients References EEO Statement Minority and Female Placements Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants EXECUTIVE SUMMARY About the City of Delray Beach The City of Delray Beach covers approximately 16 square miles and is located in the southeastern part of the state in Palm Beach County on the Atlantic shoreline. The City was first settled as an agricultural community in 1895 and first incorporated in 1911. It was later incorporated as the City of Delray Beach on May 11, 1927. The City has a current estimated permanent population of 61,801 with another estimated 12,600 seasonal residents. Delray Beach is a mature community with 99.1% build-out and,therefore, its focus is not upon growth, but upon quality development of remaining vacant areas and redevelopment of areas in a state of decline or deterioration. Redevelopment of commercial and industrial areas,which are no longer functionally competitive in the regional marketplace, is also a goal of the Comprehensive Plan. Delray Beach is known locally, regionally and nationally for its special events and vibrant downtown activities. Over the past year,there were over 40 special events including the Delray Affair, Green Market in the Park,Art and Jazz on the Avenue, Garlic Fest, Roots Cultural Festival,the Annual ATP International Tennis Championships (ITC)and, the 20th Annual Chris Evert Pro-Celebrity Tennis Classic charity tournament. The 50th Annual Delray Affair attracted over 150,000 visitors over a three-day period. The 4th of July fireworks display attracted over 40,000 observers. The City displayed its 100-foot Christmas tree and had over 25,000 attend its First Night event at Old School Square.There are numerous musicals, parades, shows, art and craft festivals, movies, lectures, exhibits, performances and other special activities. The Delray Beach Municipal Marina has been designated as a"Clean Marina"by the Florida Department of Environmental Protection's Clean Marina Program and the Clean Boating Partnership. This prestigious honor recognizes the City's utilization of innovative solutions to protect the environment during daily marine operations as well as in emergency situations. Delray Beach will be the 228th Clean Marina in the state. Delray Beach has received the honor of being recognized as an All-America City in both 1993 and 2001. It is the only city in Florida to have received this prestigious honor twice. In 2012 the City was a finalist for the All-America City award with its commitment to develop a Campaign for Grade Level Reading Community Network. This year the City received top honors as "Most Fun Small Town in the United States"in Rand McNally/USA Today's 2012 Best of the Road contest. Delray Beach was recognized as a great place for all ages with its vibrant downtown, gourmet restaurants, cultural opportunities,world-class sporting events, beautiful beach area and exciting night life. The City of Delray Beach is a full service city with a Commission-Manager form of local government. The citizens elect a Mayor at large on a non-partisan basis every two(2)years who presides over four(4) Commissioners who are elected at large on a non-partisan basis for two(2)year terms in alternating years.A charter amendment was passed in March 2013 which changed the terms to two three(3)year from two (2)year. The City Commission sets policy, approves legislation, adopts the Annual Budget, and sets rates and fees. The City Commission appoints the City Manager, who is the Chief Operational Officer of the City, and the City Attorney,who acts on all legal matters pertaining to the City. The City Manager is charged with overseeing the daily business of the City and is responsible for the supervision of the City departments and employees. Department Heads serve at the pleasure of the City Manager and other employees are covered with either Civil Service regulations or union agreements. Major departments of the City include:Administrative Services, City Clerk, Community Improvement, Environmental Services, Finance, Fire, Human Resources, Parks and Recreation, Planning and Zoning, and Police. The City provides water and sewer, stormwater, engineering and construction services. The Citys current budget is$179,005,250 of which$97,935,900 comprises the General Fund. The City employs 764 FTE's. About Slavin Management Consultants Slavin Management Consultants(SMC)has completed many city/county manager searches over the years.We have significant local government recruitment experience in Florida and all regions of the United States. This experience includes extensive experience working for Florida local governments. The Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 1 best prospects are typically happily employed and not responding to advertisements. Our Florida local government search clients include the following jurisdictions: Atlantic Beach Gainesville Ormond Beach Broward County Hollywood Panama City Boca Raton Homestead Palm Beach County Boynton Beach Jacksonville Beach Palm Beach Gardens Charlotte County Jupiter Pinellas County Clearwater Lake Worth Pensacola Clermont Lee County Pompano Beach Coral Springs Miami Polk County Davie Miami-Dade County Santa Rosa County Deerfield Beach Manatee County Sarasota Delray Beach Martin County Seminole County Destin Miramar Sunrise Dunedin Neptune Beach Titusville Escambia County North Miami Beach Volusia County Fort Lauderdale Okeechobee County West Palm Beach Fort Myers Orange County Winter Park We use a"critical path"search process which allows our clients to focus attention on the selection process rather than on identifying, recruiting, screening and evaluating candidates. We understand that each client's need for key executives is different and that there is no"best"person for all situations. The best prospects are typically happily employed and not responding to advertisements. These people need to be found and encouraged to become candidates. They are understandably reluctant to apply for positions when their interest could become a matter of public information prior to being assured that Delray Beach is interested in their candidacy. Our approach to this assignment will reflect the unique qualities of Delray Beach. It will honor the interests of candidates to the extent possible under Florida law. Florida's strong public disclosure laws have a direct impact on governmental recruitment in the State. We work within the letter and the intent of these laws and still are able to recruit exceptional candidates for our Florida clients who would not apply directly for fear of premature public disclosure of their interest. This proposal provides an indexed and easily usable document for the City to assess the qualifications of Slavin Management Consultants to handle this critical work. It contains the following sections: a Table of Contents, Executive Summary, Project Summary, Project Schedule, Firm Qualifications and Staffing, Guarantees, Fee Structure, and an Agreement for Services. We constructed the Fee Structure to illustrate the professional time and cost of each major phase of the project. Exhibits include a sample invoice, a client list, references, our EEO/AA statement and a listing of women and minorities who we have helped place. In considering our proposal we point out several factors about our firm and our approach that will be of significant benefit to the City: • We are results oriented. Once the recruitment profile is approved, we"lock"into the criteria established and carefully identify, recruit and evaluate candidates who meet your criteria. We do not simply bring forward candidates whom we may already know. • Our key staff members have extensive experience in conducting executive searches for the public sector throughout the nation. • We are committed to complete client satisfaction. Our successful placement-oriented approach will ensure that the project work is practical, realistic,timely and that it has the full commitment and support of the City Commission so that a successful placement will be facilitated. • We use discount airfares and leverage trips between clients whenever possible to reduce expenses to our clients. • We are leaders in the field of executive search in the public sector and our methodologies are Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 2 state-of-the-art. We can address all aspects of your assignment. • Every search that we have conducted has resulted in a selection from our recommended group of candidates. Our experience includes large and small organizations, and chief executives and subordinate level positions. More than 95% of our placements have remained in our client's positions for more than five years. • Our style is interactive,that is,we strive to build a partnership with our clients. • We are experts in EEO/AA recruitment. SMC Contact Information Phone: (770)449-4656 Robert E. Slavin, President Fax: (770)416-0848 Slavin Management Consultants email: slavin(a)bellsouth.net 3040 Holcomb Bridge Road, Suite#A-1 web site: www.slavinweb.com Norcross, Georgia 30071 Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 3 RECENT CHIEF EXECUTIVE SEARCHES CLIENT POP MONTH/ SEARCH STILL STAFF Contact Information YEAR FOR EMPLOYED ASSIGNED ? (Mgr/Asst) Adams County, 451,574 09/2013 County Yes Slavin/ Mr.Bryan Ostler CO Manager Wenbert (720)523-6071 Bostler�adcogov.org Allegheny 13,000 01/2007 County Yes Slavin Mr.John R.Strutner County,VA Administrator (540)863-6600 jstrutner0co.all2qt@Ey.va.us Archuleta County, 13,000 10/2008 County Yes Slavin/ Mr.Gregory(Greg)J.Schulte CO Administrator Trager (970)264-8300 gschulte@archuletacou nty.org Aurora,CO 314,000 07/2010 City Manager Yes Slavin/ Mr.Kin Shuman Wenbert (303)739-7225 Kshuman0auroragov.org Bay City,MI 35,000 03/2014 City Manager Yes Slavin Lori Dufresne Commission President Phone:(989)245-6869 Email: Id ufresneabaycitym i.org Branson,MO 6,000 04/2013 City Yes Slavin Mayor Rasanne Presley Administrator (417)337-8548 Dkruithofabransonmo.gov Corpus Christi, 285,000 08/2011 City Manager Yes Slavin/ Mayor Joe Adame TX Wenbert (361)826-3100 joea@cctexas.com Cary,NC 95,000 01/2009 Town Yes Slavin Ms.Valiria Willis Manager (919)469-4072 valiria.willis0townofcary.org Dunedin,FL 36,000 11/2007 City Manager Yes Slavin Mayor Dave Eggers (727)298-3001 feggersCMdunedinfl.net Dunwoody,GA 40,000 09/2008 City Manager Yes Slavin/ Mayor Ken Wright Trager (678)382-6700 ken.wrghtaDdunwoodyga.gov Escambia 300,000 02/2008 County No,left in Slavin Ms.Barbara Keyser County,FL Administrator 2010 (850)595-1479 barbara murphynco.escambi a.fl.us Fort Myers,FL 48,000 06/2007 City Manager Yes Slavin Mr.Billy Mitchell (239)332-6309 wmitchellQcityftmyers.com Franklin,TN 59,000 10/2008 City Yes Slavin Mayor Ken Moore Administrator (615)791-3217 ken.mooreCWranklintn.gov Fridley,MN 27,800 06/2013 City Yes Slavin/ Mayor Scott Lund Manager Krings 763-572-3500 Georgetown,SC 10,000 02/2013 City Yes Slavin Mayor Jack M,.Scoville,Jr. Administrator (843)545-4001 Glynn County,GA 78,000 06/2010 County Yes Slavin Mr.Alan Ours Administrator (912)554-7401 22ursti7 Ienncountyga.gov Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 4 CLIENT POP MONTH/ SEARCH STILL STAFF Contact Information YEAR FOR EMPLOYED ASSIGNED T (Mgr/Asst) Greenwood 11,000 03/2006 City Manager Yes Slavin Mayor Nancy Sharpe Village,CO (303)486-5741 nsharpe(Qgreenwoodvillage.c om Greenville,NC 84,500 11/2012 City Manager Yes Slavin Mayor Allen Thomas (252)329-4419 amthomas@greenvillenc.gov Gulf Shores,AL 9,000 06/2013 City Yes Slavin Mayor Robert Craft Administrator (251)968-1124 M@3pr@nulfshoresal.gov Hardeeville,SC 5,000 11/2011 City Manager No,left in Slavin Ms.Lori Pomadco,City Clerk 2014 Phone:843-784-2231 Independence, 9,800 05/2010 City Manager Yes Slavin Ms.Kelly Passauer KS (620)332-2506 citymgr @comgen.com Iowa City,IA 63,000 09/2010 City Manager Yes Slavin/ Ms.Marian Karr Wenbert (319)356-5041 marian-karr@iowa-cihr.org Kansas City,KS/ 158,000 03/2014 County Yes Slavin Mayor Mark Holland Wyandotte Manager Phone:913-573-5010 County Email: mayorholland@wycokck.org La Plata,MD 7,000 04/2007 Town Yes Slavin Ms.Paddy Mudd Manager (301)934-4804 pmudd@townoflaplata.org Longmont,CO 87,500 0212012 City Manager Yes Slavin/ Mr.Bobby King,HR Dir Wenbert (303)651-8605 bobby.king@eilongmont.MRS- Mansfield,MA 23,500 10/2009 Town Yes Slavin/ Mr.Kevin Moran Manager Frank (508)261-7372 selectmen@mansfieldma.com Missouri N/A 0612010 Executive Yes Slavin Ms.Gerry Welsh Municipal League Director (314)963-5307 citycouncil@webstengroves.or S Newark,DE 29,000 08/2012 City Manager Yes Slavin/ Mayor Vance Funk Frank (302)368-2561 x12 vance3 @funklawoffices.2om Norwich,CT 36,000 10/2007 City Manager Yes Frank/ Mr.Alan Bergren Slavin (860)823-3751 ahbboss@yahoo.com Novi,MI 53,000 05/2006 City Manager No,Left in Slavin Mr.Clay Pearson 2014 (248)347-0420 cpearson@cityofnovi.org Peoria County,IL 182,800 06/2011 County Yes Slavin/ Chair Tom O'Neill Administrator Krings (309)494-8886 toneill@peoriacount Long Prince William 293,000 01/2010 County Yes Slavin/ Ms.Melissa Peacor County,VA Executive Frank (703)792-6720 mpeacor@pwcgov.org Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 5 CLIENT POP MONTH/ SEARCH STILL STAFF Contact Information YEAR FOR EMPLOYED ASSIGNED ? (Mgr/Asst) Rock Hill,SC 67,400 09/2010 City Manager Yes Slavin Mr.Doug Echols (803)329-7011 cbell@ci.rock-hill.sc.us Seminole County, 425,000 05/2011 County Yes Slavin Commissioner Bob Dallad FL Manager& Phone:(407)665-7215 County fmacdonaldt_seminoleoountyFl Attorney .gov Snellville,GA 18,200 06/2012 City Manager Yes Slavin Mayor Kelly Kautz (770)985-3500 kkautz@snellville.org Saint Joseph,MO 76.107 04/2011 City Manager Yes Slavin Mayor Bill Falkner (816)271-4640 bfalknerjMci.st-joseph.mo.us Suwanee,GA 15,000 07/2007 City Manager Yes Slavin/ Ms.Elvira Rogers Trager (770)945-8996 erogersRsuwanee.com Tazewell County, 135,000 03/2012 County Yes Slavin/ Chair David Zimmerman IL Administrator Krings (309)477-2272 dzimmerman(Mtazewell.com Topeka,KS 124,000 01/2006 City Manager No Slavin Mayor Bill Bunten (785)368-3895 bbunte�a.org Urbandale,IA 38,000 04/2009 City Manager Yes Slavin/ Mayor Bob Andeweg Wenbert (515)283-3100 Venice,FL 21,500 03/2012 City Manager Yes Slavin Alan Bullock Adm Sery Dir (941)486-2626 abullocQci.venice.fl.us Volusia County, 443,000 01/2006 County Yes Slavin Mr.James Dinneen FL Manager (386)636-5920 jdinneen0co.volusia,fl.us Wichita,KS 360,000 11/2008 City Manager Yes Slavin/ Mayor Cad Brewer Wenbert (316)268-4331 Cbrewer(Mwichita.gov Windham,CT 24,000 06/2009 Town Yes Slavin/ Mayor Ernest Eldridge Manager Frank (860)465-3000 eeldridae(&-windham.com Winston-Salem, 186,000 07/2006 City Manager Yes Slavin Mayor Allen Joines NC (336)727-2058 allenjQcityofws.org Prepared for THE CITY OFDELRAYBEACH,FLORIDA by Slavin Management Consultants 6 PROJECT SUMMARY We recommend a five-step process as follows: • Develop job qualifications and requirements for the City Manager position -the Recruitment Profile. • Identify and recruit qualified candidates. • Evaluate prospective candidates. • Make recommendations, help in selection and facilitate employment. • Establish evaluation criteria and follow-up. Each step of this process is described below. A. Develop the Recruitment Profile We will meet with the City Commission members individually and collectively and with staff(if the City Commission wishes)to learn the City's needs,focus and requirements such as experience, education and training as well as preferred management style and personal traits. In developing the recruitment profile, we will spend a considerable amount of time at the beginning of the process in Delray Beach to gather additional information about the City and to ascertain,the unique challenges of the job and the general environment within which the position functions. Once we have gained the necessary information, we will prepare a draft recruitment profile and review it with the City Commission to arrive at a general agreement regarding the specifications for the position. The final profile will include information about the region, the City of Delray Beach, the City government, major issues to be faced, the position and the selection criteria established by the City Commission. B. Identify Qualified Candidates We will first review our database to find those candidates whom we may already know and/or already have on file who may meet your specifications. Although the above process is valuable,we will rely most heavily on our own contacts in related fields and on our own experience. In other words, through "networking," we will conduct a professional search for the best-qualified candidates and invite them to apply for the position. In this effort, we utilize appropriate professional organizations, our established contacts, and our knowledge of quality jurisdictions and their employees. We will prepare classified advertisements and develop a targeted advertising program utilizing professional publications.We will acknowledge all resumes received and thoroughly screen all potential candidates. C. Evaluate Prospective Candidates Preliminary Screening and Progress Report Criteria for the preliminary screening will be contained in the approved recruitment profile. They may include such items as education,technical knowledge, experience,accomplishments, management style, personal traits, etc. Screening of candidates against those criteria will be based on data contained in the resume and other data provided by the candidates and on our knowledge of the organizations in which they work. At this stage, each must meet the minimum qualifications specified in the recruitment profile. We request that all candidates provide us, in writing, substantial information about their accomplishments and their management style and philosophy. This information is verified and, at the City's option, may be further tested by having the finalists respond to a supplemental questionnaire and/or complete management and leadership style inventories. We interpret these instruments for the City as well. Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 7 We will meet with the City Commission to provide a progress report on a number of semifinalist candidates. These individuals will be top prospects who clearly meet the City's specifications for the posi- tion. With guidance from the City Commission, we will narrow the semifinalist candidate group on the basis of refined criteria. During this meeting we will determine City's expectations relative to interview questions that we will write as well as the candidate rating and scoring processes which will be included in our final report. D. Selection and Employment In-depth Screening and Final Report At this point,we will interview those semifinalist candidates whom the City has the greatest interest in. Proper"fit"is as important as technical ability. We assess both. In order to better assess candidates' management style and interpersonal characteristics,we personally interview each in his or her present work environment. We will closely examine each candidate's experience, qualifications, achievements, management style and interpersonal skills in view of the selection criteria and our professional expertise in evaluating the quality of such qualifications, skills and achievements. We conduct in-depth background checks on those individuals who continue to demonstrate their overall suitability for the position. Included are detailed and extensive reference checks which cover a minimum period of ten years. In conducting these, it is our practice to speak directly to individuals who are now or have been in positions to evaluate the candidate's job performance. We ask each candidate to provide us with a large number of references. We then network these references to other persons who know the candidate. In this way,we thoroughly evaluate each candidate. These references and evaluations are combined to provide frank and objective appraisals of the top candidates. As part of our evaluation process we conduct credit checks and verify undergraduate and graduate college degrees. We also conduct criminal history, civil court records and driving record checks. At the City's option, we can arrange for assessment centers and/or psychological(or similar)testing of the candidates. (These optional items will result in extra cost.) We will then meet with the City Commission to present a group of well-qualified finalist candidates for interviews in Delray Beach. These final candidates will not be ranked because, at this point,they will all be qualified and it will then be a matter of chemistry between the candidates and the City Commission that should produce the final selection decision. Our final report will be presented in a meeting with the City Commission. This written report is a comprehensive document. It contains our candidate recommendations, details about the search, interview tips, interview questions, candidate evaluation forms and information about legal vs. illegal inquiries. The report also includes the candidate interview schedule as well as our recommendations relative to timing, sequencing, location, setting,format, and conduct of interviews. The report contains comprehensive information about each recommended candidate. This includes educational and experience information, an evaluation of the candidate's experience relative to the criteria established by the City, a summary of reference comments and a statement of accomplishments and management style prepared by the candidate. Present compensation is also provided for each recommended candidate. We will provide information about trends in employment, employment contracts and agreements, relocation expenses, perquisites, appropriate roles for spouses, receptions, etc. We arrange schedules for top candidate interviews with the City and we will coordinate the entire process. We will properly handle any and all media relations. Unless otherwise directed, it is our standard practice to tell all media that we are working on behalf of Delray Beach and that any public statement should come from the City directly. Under no conditions will we release information to the media unless specifically directed by the City to do so. We will notify all unsuccessful candidates of the final decision reached. Finally,will continue to work for the City until a suitable candidate is recruited and hired by the City. Prepared for THE CITY OFDELRAYBEACH,FLORIDA by Slavin Management Consultants 8 E. Establish Evaluation Criteria Once the new City Manager has been on board for 30 days or so,we will conduct a session with the City Commission and with the new City Manager to establish mutual performance criteria and goals for the position. F. Follow-up We will follow-up with the City and the new City Manager during the first year and assist in making any adjustments that may be necessary. G. Reporting We will keep the City informed, involved in decisions and involved in the search process. We will provide frequent progress reports to the City Commission. H. Deliverables Deliverables include the recruitment profile(draft and final), the advertisement(draft and final),the progress report(presented in person),the final report with interview tips, interview schedule, interview questions, candidate resumes, candidate evaluations, candidate writing samples, rating sheets, ranking forms,tabulation forms and appropriate/inappropriate question list and negotiated employment agreement between the City and the selected candidate. SMC is an equal opportunity employer and recruiter, and will not discriminate against any employee or applicant for employment because of race, religion, creed, color, sex, disability or national origin. Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 9 PROJECT SCHEDULE The search process normally takes between sixty(60)and ninety(90)days to complete and typically follows the following pattern: IDAYS STEPS 1 1-30 30-45 45-60 60-360 1. Develop Search Process, Recruitment Profile and Advertising Program for City Commission Approval ✓ 2. Identify Qualified Candidates, Review Data Base, Network, Receive and Review Resumes ✓ ✓ 3. Screen& Evaluate Prospective Candidates ✓ 4. Progress Meeting and Report ✓ 5. Interview and Evaluate Prospective Candidates ✓ ✓ 6. Submit Final Report and Recommendations, Assist ✓ in Selection, Facilitate Employment 7. Establish Evaluation Criteria and Follow-u ✓ Approximately twelve to fifteen semifinalist candidates are presented to the City Commission at the progress meetings (45 - 50 days after the Commission approves the recruitment profile). Generally, about five finalist candidates are presented for interviews with the City Commission. Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 10 QUALIFICATIONS AND STAFFING This section presents our qualifications to conduct projects of this type and describes the staff to be assigned to the search. A. Firm Qualifications SMC is an independent management consulting firm formed in 1998 and incorporated in the State of Georgia. We operate nationwide from our home office near Atlanta, Georgia. The principal and only stock holder of the firm is Robert E. Slavin. Mr. Slavin has extensive experience as a local government executive and as a management consultant. We have affiliates in Cincinnati, OH; Dallas, TX, Hartford, CT, Dunedin, FL; Los Angeles, CA; Mackinac Island, MI and Mesa,AZ. The company provides exceptionally high-quality consulting services to state and local governments, health care providers,transit authorities, utilities, special districts, and private sector clients. Specialty practice areas include executive recruitment, pay and classification, performance appraisal systems, and organization development and training. Our key consultants have conducted successful assignments for hundreds of public sector organizations nationally and offer many references as testimony of our work. This important engagement will be personally conducted by Mr. Robert E. Slavin. Mr. Slavin has conducted or assisted in the conduct of more than 775 successful executive searches throughout his career. Members of the proposed search team have conducted executive searches for Slavin Management Consultants as well as for others before joining the firm. All are professional public human resources practitioners with significant direct management experience. All are long-term, active members of a variety of professional organizations and stay abreast of new and changing laws, developments and trends by regularly attending specialized workshops, seminars and annual conferences. B. Staffing Robert E. Slavin,President Mr. Slavin will manage and serve as the lead consultant for this project. He is a pioneer in public sector and nonprofit executive search. He is among the best known and respected professional recruiters in the business. He is a frequent speaker before professional groups and he has written several articles for professional journals concerning governmental management. By special invitation, Mr. Slavin assisted the United States Office of Personnel Management to define and set up the Senior Executive Service for the Federal Government. Mr. Slavin began his local government career in 1967. His experience includes twelve years working directly for local governments and it includes seven years as a principal consultant with the government search practice of Korn/Ferry International, the largest private sector search firm in the world. He headed the local government search practices for Mercer/Slavin, Incorporated, Mercer, Slavin & Nevins and Slavin, Nevins and Associates, Inc. Mr. Slavin now heads the executive search practice for Slavin Management Consultants. Clients include state and local governments, nonprofit and private sector businesses all over the United States. His experience includes search assignments for the 1984 Los Angeles Olympic's Organizing Committee. Mr. Slavin's experience and qualifications include organizational analysis, classification and compensation studies,and assessment centers and human resource's systems studies. Before being invited to join Korn/Ferry International, Mr. Slavin served as Assistant City Manager/Director of Human Resources for the City of Beverly Hills, California. While at Beverly Hills, Mr. Slavin conducted many executive level recruitment assignments involving nationwide search and placement. Before joining the City of Beverly Hills, Mr. Slavin was the Assistant Personnel Director for the City of San Leandro, California. Before San Leandro, Mr. Slavin was on the personnel staff of Santa Clara County, California. His assignments included recruitment, classification and selection for the County's Health Department, Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 77 Medical Center, Transportation Agency, Sheriffs Office, Superintendent of Schools, Fire Marshall, Assessor's Office, Library System and County Recorder's Office. Mr. Slavin received his Bachelor of Science degree in Political Science from the University of Santa Clara, and has completed the graduate course work for a Master's degree in Public Administration at California State University at Hayward. He is a Certified Professional Consultant to Management by the National Bureau of Certified Consultants. Organizations International City/County Management Association • International Personnel Management Association • Government Finance Officers Association • IPMA-Human Relations Commission • IPMA-Publications Review Committee • Society for Human Resources Management • Certified Management Consultant(National Bureau of Certified Consultants) National Forum for Black Public Administrators • Southern California Public Labor Relations Council • Southern California Municipal Assistants • Bay Area Salary Survey Committee Stephen J. Cottrell SMC Florida Regional Manager Mr. Cottrell's career in state and local government agencies spans more than three decades. After serving in the United States Air Force, Steve began a career in government as a legislative intern in the Florida Legislature. He served as a legislative analyst for the Florida Advisory Council for Intergovernmental Relations and research associate at the Florida Atlantic Florida International University's Joint Center for Environmental and Urban Problems, where he was mentored by the late Dr. John DeGrove. His first municipal government experience was as a management analyst for the City of Tallahassee's Office of Management and Budget,where in addition to assisting various departments with the preparation of their annual operating budgets, he prepared the city-wide annual capital improvement budget and five year capital improvement plans.. He has served as assistant city manager for the City of Plant City, Florida, and town manager of Belleair, Florida and Windsor, Vermont. He also held interim city manager positions in both Indian Rocks Beach and Fruitland Park, Florida. While serving as assistant manager and manager, he performed the duties of budget director, personnel administrator, IT manager, and public works/utility director. Public works and utility management, in particular, the initiation and implementation of facility construction, infrastructure repairs and replacements, and other capital investments, were a principal focus during his years as a manager. He oversaw the construction of fire stations, a library expansion, a 911 emergency operation center, transportation and utility expansion projects, and the resolution of landfill and wastewater treatment plant consent orders. Steve is an advocate of electric and telecommunication municipalization, and a proponent of local government initiatives that enhance local resilience, improve local environmental resources in ways that lead to greater sustainability and economic self-sufficiency. He has received recognition for twenty-five years of management service by the International City Manger's Association; and twenty years of service by the Florida City and County Management Association. He has been a credentialed city manager for the majority of those years. Steve has served on the boards of both the FCCMA and the Vermont League of Cities and Towns. He is currently a member of both the ICMA and FCCMA. In both Plant City and Windsor,VT he was a member of Rotary International. Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 12 He obtained a bachelor's degree from California State University, and a Master's Degree in Public Administration from Florida State University. David Krinps,ICMA-CM, SMC Reniona!Manager Mr. Krings has 35 years experience at the top levels of state, county, and municipal governments. He is internationally recognized as a state and local government management practitioner and consultant. Mr. Krings has been on the professional staff of governors in both Wisconsin and Arkansas. He served as the County Administrator in Peoria County, (Peoria) Illinois and Hamilton County, (Cincinnati)Ohio. Both Hamilton County and Peoria County received national recognition for innovative, quality management during Mr. Krings'tenure. Mr. Krings also served as the Assistant Executive Director for Ramsey County (St. Paul)Minnesota. Mr. Krings has a M.A. in Public Policy and Administration from the University of Wisconsin-Madison and a BA from Carroll College (Waukesha, Wisconsin). He has also studied at schools in Denmark and Mexico. In 2005 Mr. Krings began his encore career, still in public service, but in a much broader capacity than in prior years. He is the part-time Administrator of Lockland, Ohio. He served as the part-time Advisor to the Mayor in Newtown, Ohio. He has had scores of consulting engagements with local jurisdictions and not- for-profits (largely through TechSolve,a not-for-profit consulting firm). He has been certified as a local government expert in litigation involving local governments. He has been on an advisory board of a company providing inmate telephone services(DC Telesystems). In 2009 he associated with the firm Good Energy to consult with local governments in the provision of cost saving electricity purchasing. He is also a managing consultant for Slavin Management Consultants. Highlights from Mr. Krings' 13 years as Hamilton County Administrator include: • Responsible for$2.3 billion budget; • Oversaw more than$1 billion in development of Cincinnati riverfront including construction of a new NFL football stadium and a MLB baseball park; • Developed small, minority, and female business development program; • Governing Magazine and Syracuse University gave Hamilton County fourth highest grade among America's large urban counties for overall management; • Gold Seal for Good E-Governance from National Academy of Public Administration; • Top rated web site from National Association of Counties; • Numerous Government Finance Officers Association of United States and Canada awards for Distinguished Budget Presentation; and • ICMA Center for Performance Measurement Certificate of Distinction; Organizations(Current and Past) • ICMA—Past President and Board Member • National Association of County Administrators (NACA)—Past President and Board Member • First person to be President of both ICMA and NACA • Recipient of American Society for Public Administration chapter Good Government Award • Adjunct professor for University of Cincinnati and faculty member of University of Illinois, Community Information and Education Service Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 13 GUARANTEES We provide a comprehensive set of assurances and guarantees to out executive recruitment clients that include: • We are committed to excellence. We guarantee the highest quality of work and its success in your environment. To accomplish this,we will continue to work with the City until the City Commission is satisfied with the candidates and a satisfactory candidate is selected and accepts employment. • We guarantee our work and will redo the search if the position is vacated,for any reason,within two years of the employment date of a candidate selected by the City through our efforts. • We will never actively recruit any candidate who we have placed nor will we actively recruit any employee from a client organization for at least two years from the completion date of an assignment. Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 14 FEE STRUCTURE Professional Fees Our fees are based on a rate schedule that reflects the experience of the individual assigned. We use a flat fee rate schedule. Therefore,there are no project limitations based on annual salary. For this assignment we are proposing to use only consultants who have specific experience on similar assignments for other clients. We will use senior consultants where appropriate and to reduce the overall cost. We will use staff consultants when feasible. The following tables show the level of involvement by project step and cost. PROJECT COSTS ASSIGNED HOURS(Approximate) STEPS Project Consultant Total RATE FEES Manager Hr 1. Project Planning/Develop Position 36 36 75 $2,700 Profile/Prepare Advertising 2. Identify&Recruit Candidate/ 30 35 75 $2,625 Acknowledge Resumes 35 35 35 $1,225 3. Preliminary Candidate Screening 12 12 75 $900 4 4 35 $140 4. Progress Report to City Commission/ 10 10 75 $750 Reduce Candidate Pool 8 8 35 $280 S. In-depth Candidate Evaluation 38 38 75 $2,850 (Includes on-site consultant ntervlews with semifinalist candidates) 16 16 35 $560 6. Arrange for&Schedule Final 4 4 75 $300 Interviews 7. Prepare Final Report with Interview 8 8 j 75 $600 Questions and Selection Criteria 16 16 35 $560 18. Present Final Report and Attend 10 10 75 $750 Interviews 9. Assist in Employee Selection 2 2 75 $150 10. Negotiate Employment Agreement 4 4 75 $300 11. Establish Performance Goals 6 6 No $0 Charge 12. Follow-up 4 4 No $0 Charge TOTAL HOURS 160 79 248 TOTAL PROFESSIONAL FEE 14 690 Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 15 Expenses Consultant Travel Costs: The client pays direct cost for all necessary consultant travel using coach or, when available, lower air rates, corporate hotel rates at moderately priced properties(Holiday Inn or equivalent), rental cars, using the corporate discount and normal meals. Client controls these costs in the following ways: (1)when appropriate, consultants will accomplish multiple purposes when traveling and will allocate costs to multiple clients; (2)the client pre-approves all work plans including all consultant(and candidate)travel. Office Costs Include: Telephone ($350 flat fee, billed in two installments), FAX, postage, messenger, copier, and clerical costs. Office Costs Include: Telephone($350 flat fee, billed in two installments), FAX, postage, messenger, copier, and clerical costs. Average Advertising Costs: Normally about$2,000. Client controls these costs because the advertising program will be approved by the City prior to implementation. Expenses for the executive search project described in this proposal will not exceed 55%of the fee ($7,079.50)Therefore,the total not-to-exceed cost to the City for the proposed work will be no more than $22,769.50.The cost for final candidates to travel to Delray Beach for interviews is not covered by this proposal. Such costs are typically paid by the Count on a reimbursement basis, directly to the candidates, and controlled through the City's prior approval of the finalist candidates. These costs vary depending on candidate location, espousal involvement, time required for candidates to be in Delray Beach, etc. For budgeting purposes, an average cost of between$450.00 and$650.00 per candidate would be appropriate. About five candidates are normally recommended for interviews. Should the City's needs result in additional project scope that significantly increases costs, it may be necessary to increase the expense budget for the project. Your liability to Slavin Management Consultants for services rendered under this agreement will not exceed the agreed upon price unless an increase is authorized by you in writing. We will submit monthly invoices for fees and expenses. It is our practice to bill 30% at the start of the searches, 30%at the end of thirty days, 30%at the end of sixty days, and the remaining 10%shortly after the time the new City Manager accepts employment with the City. Each invoice will be payable upon receipt for professional services. Expenses will be billed in addition and shown as a separate figure. Attached is a pro-forma invoice showing the level of accounting detail we will provide. Expenses will be billed in addition and shown as a separate figure. Attached is a pro-forma invoice showing the level of accounting detail we will provide. We will comply with all applicable laws, rules, and regulations of federal, state, and local government entities. Our ability to cant'out the work required will be heavily dependent upon our experience in providing similar services to others, and we expect to continue such work in the future. We will,to the degree possible, preserve the confidential nature of any information received from you or developed during the work in accordance with our professional standards. We assure you that we will devote our best efforts to carrying out the engagements. The results obtained, our recommendations, and any written material provided by us will represent our best judgment based on the information available to us. Our liability, if any,will not be greater than the amount paid to us for the services rendered. This proposal constitutes the agreement between us. It cannot be modified except in writing by both parties. Our agreement will be interpreted according to the laws of the State of Florida. Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 16 AGREEMENT FOR SERVICES This proposal is presented for Slavin Management Consultants by: SIGNATURE: NAME: Robert E. Slavin TITLE: President DATE: July 11, 2014 This proposal is accepted for the City of Delray Beach, Florida by: SIGNATURE: NAME: TITLE: DATE: Prepared for THE CITY OF DELRAY BEACH,FLORIDA by Slavin Management Consultants 17 EXHIBITS SLAVIN MANAGEMENT CONSULTANTS PRO FORMA INVOICE INVOICE DATE: CLIENT: ADDRESS: CITY, STATE: Progress billing for professional services rendered in connection with our agreement: $XXXX.XX (Invoice_of_) Reimbursable expenses at cost: Airfare $XXX.XX Hotel XX.XX Ground Transportation XX.XX Meals XX.XX Tips XX.XX Telephone XXX.XX Clerical Support XXX.XX FAX XX.XX Messenger Service XX.XX Copies XX.XX Postage XX.XX Misc. Direct Costs XX.XX Total Expenses $XXXX.XX TOTAL INVOICE $XXXX.XX SLAVIN MANAGEMENT CONSULTANTS CLIENT LIST BY CATEGORY The following list of clients represent organizations for which our principal Consultants performed significant project work. This client list spans thirty years of experience of SMC consultants. Please contact SMC if you desire to speak with the individuals who were project contacts. MUNICIPALITIES Aiken, South Carolina Davenport, Iowa Albany, Georgia Davie, Florida Alpharetta, Georgia Decatur, Georgia Anaheim, California Decatur, Illinois Ann Arbor, Michigan Delray Beach, Florida Arlington, Texas Del Rio, Texas Arlington Heights, Illinois Denton, Texas Arvada, Colorado Destin, Florida Atlanta, Georgia Dothan, Alabama Atlantic Beach, Florida Dubuque, Iowa Asheville, North Carolina Duluth, Georgia Auburn, Maine Dunedin, Florida Aurora, Colorado Durham, North Carolina Austin, Texas Eagle Pass,Texas Bartlesville, Oklahoma East Brunswick Township, New Jersey Bentonville,Arkansas Edmond, Oklahoma Bergenfield, New Jersey Elgin, Illinois Berkeley, California Enfield, Connecticut Beverly Hills, California Escondido, California Birmingham,Alabama Evanston, Illinois Bisbee,Arizona Fort Collins, Colorado Blacksburg,Virginia Fort Lauderdale, Florida Bloomington, Illinois Fort Worth, Texas Boynton Beach, Florida Franklin, Tennessee Branson, Missouri Frisco, Colorado Brea, California Gainesville, Florida Bridgeport, Connecticut Gainesville, Georgia Broken Arrow, Oklahoma Galesburg, Illinois Brownsville, Texas Garden City, New York Bryan,Texas Glastonbury, Connecticut Burbank, California Glendale, Arizona Camarillo, California Glen Ellyn, Illinois Carson, California Grand Rapids, Michigan Cary, North Carolina Greensboro, North Carolina Casper,Wyoming Gulfport, Florida Chapel Hill, North Carolina Hardeeville, SC Charlotte, North Carolina Hemet, California Chesapeake,Virginia Hercules, California Clearwater, Florida Highland Park, Illinois Cleveland, OH Hollywood, Florida Columbia, Missouri Homestead, Florida Columbus, Georgia Huntington Beach, California Concord, New Hampshire Independence, Missouri Coral Springs, Florida Independence, Kansas Corpus Christi, Texas Iowa City, Iowa Corta Madera, California Jacksonville Beach, Florid Creedmoor, North Carolina Jupiter, Florida Culver City, California Kalamazoo, Michigan Dallas,Texas Kansas City, Missouri SLAVIN MANAGEMENT CONSULTANTS Lake Worth, Florida Roanoke,Virginia Lakewood, Colorado Rock Hill, South Carolina Lapeer, Michigan Rockville, Maryland Laramie, Wyoming Sacramento, California Laredo, Texas St. Louis Park, Minnesota Lenexa, Kansas Salem, Oregon Liberty, Missouri San Diego, California Lillbum, Georgia San Fernando, California Little Rock,Arkansas San Francisco, California Long Beach, California San Jose, California Longmont, CO San Juan Capistrano, California Manassas,Virginia Sandersville, Georgia Mansfield, Massachusetts Santa Ana, California Miami Beach, Florida Santa Monica, California Milwaukie, Oregon Sarasota, Florida Minneapolis, Minnesota Shaker Heights, Ohio Miramar, Florida Simi Valley, California Modesto, California Sioux City, Iowa Muscatine, Iowa South Brunswick Township, New Jersey Neptune Beach, Florida Springfield, Missouri Newark, Delaware Stratford, Connecticut New Smyrna Beach, Florida Storm Lake, Iowa Norfolk,Virginia Sunnyvale, California Norman, Oklahoma Sunrise, Florida North Las Vegas, Nevada Takoma Park, Maryland North Miami Beach, Florida Topeka, Kansas Northglenn, Colorado Titusville, Florida North Port, Florida Thornton, Colorado Norwich, Connecticut Traverse City, Michigan Oberlin, Ohio Topeka, Kansas Ocean City, Maryland Turlock, California Oceanside, California Upper Arlington, Ohio Olathe, Kansas Urbandale, Iowa Oklahoma City, Oklahoma Valdez,Alaska Oxnard, California Venice, FL Palm Bay, Florida Virginia Beach, Virginia Palm Beach Gardens, Florida Waco, Texas Palo Alto, California Warrensburg, Missouri Panama City, Florida Washington, Illinois Park Ridge, Illinois West Des Moines, Iowa Pasadena, California West Hartford, Connecticut Peoria, Illinois West Hollywood, California Phoenix,Arizona West Palm Beach, Florida Pittsburg, Kansas Wichita, Kansas Pompano Beach, Florida Windham, Connecticut Portage, Michigan Winston-Salem, North Carolina Pueblo, Colorado Winter Park, Florida Richmond, California Worthington, Minnesota Richmond,Virginia Ypsilanti, Michigan Riverside, California Riverview, Michigan COUNTIES Alameda County, California Brown County, Wisconsin Albemarle County,Virginia Buffalo County, Nebraska Arapahoe County, Colorado Chaffee County, Colorado Beaufort County, South Carolina Cass County, Michigan Broward County, Florida Chesterfield County,Virginia SLAVIN MANAGEMENT CONSULTANTS Clark County, Nevada Muscatine County, Iowa Cobb County, Georgia New Kent County,Virginia Dade County, Florida Orange County, New York Eagle County, Colorado Orange County, North Carolina Oklahoma Escambia County, Florida Palm Beach County, Florida Fairfax County,Virginia Peoria County, Illinois Forsyth County, Georgia Pinellas County, Florida Fremont County, Colorado Polk County, Florida Fresno County, California Prince William County, Virginia Fulton County, Georgia. Ramsey County, Minnesota Glynn County, Georgia St. Louis County, Minnesota Gunnison County, Colorado Saline County, Kansas Hall County, Georgia San Diego County, California Hamilton County, Ohio San Luis Obispo County, California Ketchikan-Gateway Borough,Alaska San Mateo County, California Lake County, Florida Sarasota County, Florida Lake County, Illinois Sedgwick County, Kansas La Plata County, Colorado Seminole County, Florida Leon County, Florida Sonoma County, California Lincoln County, North Carolina Springettsbury Township, Pennsylvania Livingston County, Illinois Spotsylvania County, Virginia Los Angeles County, California Tazewell County, IL Martin County, Florida Volusia County, Florida McHenry County, Illinois Wake County, North Carolina Mecklenburg County, North Carolina Washtenaw County, Michigan Mendocino County, California Whiteside County, Illinois Mesa County, Colorado Whitfield County, Georgia Moffat County, Colorado Yolo County, California Monterey County, California OTHER ORGANIZATIONS Development Groups Peoria Housing Authority, Illinois Arrowhead Regional Development, Duluth, Libraries Minnesota Columbia Development Corporation, South Birmingham,Alabama Public Library Carolina Central Arkansas Library System Fresno Economic Development Commission, Lexington, Kentucky Library System California Metropolitan Library System of Oklahoma Fresno Redevelopment Authority, California Moline Public Library GoTopeka, Inc., Kansas Lincoln Road Development Corporation, Miami Beach, FL Non-Profits and Other Governmental Los Angeles, California, Community Jurisdictions Redevelopment Agency Mid-American Regional Council, Kansas City, California State Government Missouri CDC Federal Credit Union,Atlanta, Georgia West Palm Beach Downtown Development District of Columbia Authority, Florida Fresno Employment and Training Commission, California Housing Authorities Jefferson County Personnel Board,Alabama Local Government Insurance Trust, Maryland California Housing Finance Agency Los Angeles, California Department of Jefferson County Housing Authority,Alabama Community Public HealthLos Angeles, California Las Vegas Housing Authority Music Center Operating Company Memphis Housing Authority,Tennessee Los Angeles Olympics Organizing Committee Ocala Housing Authority, Florida Metropolitan Nashville, Tennessee Arts SLAVIN MANAGEMENT CONSULTANTS Commission Greater Dayton Regional Transportation Parkland Hospital, Texas Authority Southwest Florida Regional Planning Council Kalamazoo County Transportation Authority Lee County Port Authority, Florida Professional Associations Metra (Chicago Commuter Rail System) Port Everglades Authority, Fort Lauderdale, American Public Works Association Florida Association of County Commissioners, Georgia Orlando-Orange County Expressway Authority Georgia Municipal Association Port of Sacramento, California International City/County Management Riverside Transit Agency, California Association San Francisco Bay Area Rapid Transit District, Iowa League of Cities California Missouri Municipal League Sarasota/Manatee Airport Authority, Florida Southern California Rapid Transit District School Districts Utility Districts Adams County School District#14, Commerce City, Colorado Columbus Water Works, Georgia Lake Sumpter Community College, Florida Metropolitan Sewer District of Greater Cincinnati, Dallas Independent School District, Texas Ohio Public Works Commission of Fayetteville, North Transportation Agencies Carolina Rivanna Solid Waste Authority, Virginia Alameda-Contra Costa Transit District, Oakland, Rivanna Water and Sewer Authority,Virginia California Sacramento Municipal Utility District, California Bay Area Rapid Transit District, Oakland, South Florida Water Management District California Spartanburg Utility District, South Carolina Dallas Area Rapid Transit District, Dallas, Texas SLAVIN MANAGEMENT CONSULTANTS REFERENCES Mr.Bobby King Mayor Doug Echols Director of Human Resources City of Rock Hill City of Longmont,CO 155 Johnston Street City of Longmont Rock Hills,SC 29731-1706 350 Kimbark Street (803)329-7011 Longmont,CO 80501 USA City Manager search(2010) Phone:(303)651-8609 decholsacityofrockhill.com Email: bobby.kinn(Mci.longmont.co.us City Manager search completed in 2012 Mr.Bryan Ostler Human Resources Director Mayor Matt Hayek Adams County City of Iowa City 4430 S.Adams County Parkway 410 E.Washington Street 4'"Floor,Suite C4000B Iowa City,Iowa 52240 Brighton,Colorado 80601-8204 Phone: 319.356.5043 (770)523-6071 Fax: 319.356.5497 Bostlerftadcogov.org City Manager search(2010) County Manager search(2013) matt-hayek(Miowa-city.org Ms.Cara Pavlicek Mr.Erdal DSnmez Village Manager City Manager Village of Oak Park City of Coral Springs 123 Madison 9551 West Sample Road Oak Park,Illinois 60302 Coral Springs,FL 33065 (708)358-5770 (954)344-5906 cpaviicek0oak-park.us Police Chief Search(2012) Village Attorney search(2013) www.CoraiSprinns.org Mayor Raeanne Presley Ms.Melissa Peacor City of Branson County Executive City Hall Prince William County 110 W.Maddux Woodbridge,Virginia 22192 Branson,MO 65616 (703)792-6720 (417)334-4129 Fire Chief Search(1994) City Administrator searches(2014) County Executive search(2010) raeannepresley@gmail.com Human Resources Director search(2012) mpeacorQpwcgov.org Mayor Joe Adams City of Corpus Christi,Texas Mayor Carl Brewer P.O.Box 9277 City of Wichita Corpus,Christi,TX 78469-9277 455 N.Main Street Phone: (361)826.3100 Wichita,KS 67202 Email: joeae4cctexas.com (316)268-4331 City Manager search completed in 20113 City Manager search(2008) CbrewerQwichita.gov Thomas J.Bonfield City Manager Mr.Kin Shuman City of Durham Director of Internal Services 101 City Hall Plaza City of Aurora,Colorado Durham,NC City of Aurora (919)560-4222 15151 E.Alameda Parkway Tom.BonfieldCdurhamnc.gov Aurora,Colorado 80012 Fire Chief search 2013 (303)739-7225 KshumanC_auroragov.org Mr.James Dinneen City Manager search(2010) County Manager County of Volusia Mayor Allen M.Thomas Thomas C.Kelly City of Greenville Administration Center P.O.Box 7207 123 W.Indiana Ave. Greenville,NC 27835 DeLand,FL 32720 (252)329-4419 (386)736-5920 amthomasagreenvillenc.gov Transit Director-Greater Dayton Regional Transit Authority City Manager search(2012) (2005) Human Resources Director-Volusia County (2007) Budget Director-Volusia County(2008) Convention Center Search(2009) )dinneen(5co.volusia.fl.us SLAVIN MANAGEMENT CONSULTANTS EEO STATEMENT Slavin Management Consultants(SMC)is committed to building a diverse workforce which reflects the face of the community we serve, honors and respects the differences and abilities of all our employees and residents, and provides employees with the necessary opportunities, tools, and support to achieve their maximum potential. Equitably managing a diverse workforce is at the heart of equal opportunity. Valuing diversity is the basis for a policy of inclusion. Diversity recognizes and respects the multitude of differences which employees bring to the workplace. Diversity complements organizational values that stress teamwork, leadership, empowerment,and quality service. Diversity means striving to maintain an environment in which managers value the differences in their employees and take steps to ensure that all employees know they are welcome. To achieve workplace equity and inclusion, SMC will observe the practices outlined below: • We will ensure that we do not discriminate in employment on the basis of race,color,religion,national origin, sex, age, disability, marital status, sexual orientation, creed, ancestry, medical condition, or political ideology. • Our recruiting efforts will ensure that applicant pools are both capable and diverse. • We will make employment decisions based on job-related criteria and will provide opportunities for entry and promotion into non-traditional jobs. • We will ensure a workplace free of all forms of harassment. • We will develop a procedure for prompt, thorough and impartial investigations of discrimination or harassment complaints and will act on appropriate measures to provide remedyor relief to individuals who have been victims of illegal discrimination or harassment. Measures to ensure accountability for managing diversity will be incorporated into the performance management system for supervisors and managers. The chief executive officer will evaluate the effectiveness of our diversity policies and programs. By creating a workplace where everyone can work towards their maximum potential, SMC will retain quality, productive employees who will provide excellent services to our clients. SLAVIN MANAGEMENT CONSULTANTS MINORITYAND WOMEN PLACEMENTS CLIENT POSITION AFRICAN AMERICAN WOMAN LATINO ALACHUA COUNTY,FL County Administrator X ALBANY,GA City Manager X Police Chief X Assistant City Manager X Human Resources Director X ASPEN,CO City Manager X AUSTIN, 7X City Auditor X City Manager X Police Chief X BERKELEY,CA City Manager X Public Works Director X BEVERLY HILLS,CA Sanitation Director X Library Director X BOCA RATON,FL City Manager X Asst.City Manager X BOISE,ID Chief Financial Officer BROWARD COUNTY,FL Assistant Director of Equal X X Employment BOISE,ID Chief Financial Officer S BRYAN,TX Municipal Court Judge X City Manager X CAMARILLO,CA City Clerk X CARSON,CA Planning Director X CHAPEL HILL,NC Transportation Director X Human Resources Director X CHARLOTTE COUNTY,FL County Attorney X CENTRAL CITYASSN.OF THE Director of Security X CITY OF LOS ANGELES(CA) CHARLOTTE,NC Neighborhood Services Director X COLUMBIA,MO Police Chief X CULVER CITY,CA Finance Director X DALLAS INDEPENDENT Chief Financial Officer X X SCHOOL DISTRICT(TXJ DALLAS,TX City Attorney X DECATUR,GA Chief of Police X SL"IN MANAGEMENT CONSULTANTS CLIENT POSITION AFRICAN AMERICAN WOMAN LATINO DISTRICT OF COLUMBIA Executive Director Alcoholic Beverage Regulations X Commission DURHAM,NC City Manager X City Manager X X Police Chief X Public Works Director X X ESCAMB14 COUNTY,FL Assistant County Administrator X ESCONDIDO,CA Civic Center Construction Mgr X EVANSTON,IL City Manager X FRESNO,CA(PIC) Executive Director X FORT LAUDERDALE,FL Fire Chief X FORT MYERS,FL City Manager X FRESNO,CA(PIC) Executive Director X GAINESVILLE,FL Equal Employment Director X GLASTONBURY,CT Human Resources Director X X GREENBELT HOMES,INC. Executive Director X (MARYLAND) GREENSBORO,NC Assistant City Manager X GREENVILLE,NC City Manager X X HAMILTON COUNTY,OH Jobs and Family Services Director X HILLSBOROUGH COUNTY(FL) Executive Director X CHILDREN'S BOARD HOLLYWOOD,FL City Manager X JUPITER,FL Assistant to the City Manager X Public Works Director X KALAMAZOO,MI City Manager X Assistant City Manager X LAKE COUNTY,FL County Attorney X LAKE COUNTY,IL Purchasing Director X Human Resources Director X Assistant County Administrator X LAKE COUNTY,IL HEALTH Executive Director X DEPARTMENT LAKE WORTH,FL Utilities Customer Services X Manager LA PLATA COUNTY,CO Human Services Director X LEE COUNTY,FL County Administrator X Human Resources Director X LINCOLN ROAD Executive Director X DEVELOPMENT CORP. LONG BEACH,CA Police Chief X SLAVIN MANAGEMENT CONSULTANTS CLIENT POSITION AFRICAN AMERICAN WOMAN LATINO LONG BEACH,CA Executive Director,Civil Service X Commission LONGMONT,CO City Manager X LOS ANGELES,COMMUNITY Sr.Project Manager X X REDEVELOPMENTAGENCY Project Manager X Project Manager X LOS ANGELES COUNTY(CA) Executive Director X X HEALTH SYSTEMS AGENCY Deputy Exec.Dir. X LOS ANGELES COUNTY Public Health Director X DEPARTMENT OF PUBLIC HEALTH LOS ANGELES OLYMPICS Human Resources Director X X ORGANIZING COMMITTEE Director of Venues X METROZOO(MIAMI FL) Director of Marketing X MEMPHIS(TN)HOUSING Executive Director X AUTHORITY MIAMI(FL)OFF-STREET Finance Director X PARKING SYSTEM MIAMI VALLEY REGIONAL Executive Director X PLANNING COMMISSION (DAYTON,OH) MIAMI VALLEY REGIONAL Executive Director X X TRANSIT AUTH.(DAYTON, OH) MIRAMAR,FL City Manager X MONTEREY COUNTY,CA Hospital Administrator X NOAH DEVELOPMENT Executive Director X CORPORATION NORFOLK,VA Human Resources Director X Senior Engineer X NORFOLK VA Social Services Director X OAK PARK,IL Village Manager X OCALA(FL)PUBLIC HOUSING Executive Director X AUTHORITY OBERLIN,OH City Manager X ORMOND BEACH,FL City Manager X OKLAHOMA CITY,OK City Manager X PALM BAY,FL Human Resources Director X PALM BEACH COUNTY,FL Assistant County Administrator X PALM BEACH COUNTY(FL) Executive Director X CHILDREN'S SERVICES BOARD SLAVIN MANAGEMENT CONSULTANTS CLIENT POSITION AFRICAN AMERICAN WOMAN LATINO PALM BEACH COUNTY(FL) Executive Director X HEALTHCARE DISTRICT PALM BEACH GARDENS,FL City Manager(1992) X City Manager(1999) X PALO ALTO,CA City Attomey X PEORIA(/L)PUBLIC HOUSING Executive Director X AUTHORITY PHOENIX,AZ Chief of Police X PRINCE WILLIAM COUNTY,VA County Executive X Fire Chief X RICHMOND,CA City Manager X RICHMOND,VA Director of Public Health X ROANOKE,VA Police Chief X Economic Development Director X Assistant City Manager X X Director of Human Services X ROCKVILLE,MD Assistant City Manager X SACRAMENTO,CA Human Resources Director X X SAGINAW,MI Police Chief X SAN DIEGO,CA City Manager X SAN FRANCISCO,CA Assistant City Administrator X SAN JOSE,CA Police Chief X SANTA MONICA,CA Deputy City Manager X SARASOTA,FL Human Resources Director X SARASOTA COUNTY,FL Deputy County Administrator X SELMA,AL Chief of Police X SHAKER HEIGHTS,OH City Administrator X SUNNYVALE,CA Public Information Officer X City Clerk X STRATFORD,CT Human Resources Director X TAKOMA PARK,MD City Manager X Recreation Director X X Housing and Community X Development Director Public Works Director X THORNTON,CO Public Information Officer X TOPEKA,KS City Manager X Police Chief X VENICE,FL Police Chief X VIRGINIA BEACH,VA Human Resources Director X SLAVIN MANAGEMENT CONSULTANTS CLIENT POSITION AFRICAN AMERICAN WOMAN LATINO VIRGINIA BEACH PARK Executive Director X TRUST(FL) VOLUSIA COUNTY,FL County Manager X WACO,TX Deputy City Manager X Exec.Dir.-Support Services X Assistant City Manager X Director of Facilities X WAKE COUNTY,NC Human Services Director X THE WEINGART CENTER(LOS Executive Director X ANGELES) WEST C0VINA,CA Planning Director X X WEST MIFFLIN,PA Town Administrator X WEST PALM BEACH,FL Assistant City Administrator X X WICHITA,KS Human Resources Dir X X Community Services Dir X X Communications Director X Director of Libraries X Housing and Development X X Director City Manager X YPSILANTI,MI City Manager X ZOOLOGICAL SOCIETY OF Executive Director X FLORIDA(DADE COUNTY) SLAVIN MANAGEMENT CONSULTANTS COLIN BAENZIGER OASSOCiATF.S EXECUTIVE RECRUITING PROPOSAL TO PROVIDE EXECUTIVE SEARCH FIRM SERVICES TO FIND DELRAY BEACH'S NEXT CITY MANAGER Volume I: Proposal Colin Baenziger & Associates Project Manager and Contact Person: Colin Baenziger(561)707-3537 Colin Baenziger&Associates 2055 South Atlantic Avenue• Suite 504 Daytona Beach Shores,FL 32118 e-mail: Colin(a-,cb-asso.com Fax: (888) 635-2430 ...Serving Our Clients with a Personal Touch- PROPOSAL TO FIND THE DELRAY BEACH'S NEXT CITY MANAGER TABLE OF CONTENTS VOLUMEI [SECTION PAGE LETTER OF TRANSMITTAL I. INTRODUCTION, QUALIFICATIONS AND EXPERIENCE 3 The Firm Our Services Technical Capabilities and Organizational Structure Completion of Projects within Budget i Completion of Projects on Schedule Diversity Prior Names and Litigation Insurance 11. TECHNICAL APPROACH 7 Search Methodology The County's Obligations Typical Project Schedule III IREFERENCES 17 PROPOSED PROJECT STAFF 22 Project Team and involvement Resumes of Key Staff 28 V. FEE AND WARRANTY VOLUME H APPENDIX A: ALL GOVERNMENTAL SEARCH ASSIGNMENTS APPENDIX B: SAMPLE RECRUITMENT BROCHURE ' APPENDIX C: SAMPLE CANDIDATE REPORT APPENDIX D: RESOLUTION OF ST. JOHNS COUNTY COLIN BAENZIGER ASSOCIATES EXECUTIVE RECRUITINIG July 11, 2014 The Honorable Mayor Cary Glickstein, Vice-Mayor Shelly Petrolia, Deputy Vice-Mayor Jordana L. Jarjura and Commissioners Adam Frankel and Al Jacquet ATTN: Cathy Inglese, Legal Secretary City of Delray Beach 100 NW 1 st Avenue Delray Beach, FL Dear Mayor Glickstein, Vice-Mayor Petrolia, Deputy Vice-Mayor Jarjura and Commissioners Frankel and Jacquet: Colin Baenziger &Associates (CB&A) appreciates the opportunity to submit a proposal to assist in finding your next City Manager. While selecting key personnel is never easy, CB&A has developed a problem-free process that has been tested nationwide and found to be extremely effective. While CB&A is a nationally recognized municipal recruiting firm, we specialize in Florida, however, and that is our home base. In fact, we have been selected to perform 89 of the last 126 recruitments where a Florida city or county has chosen to use a recruiter to find its City or County Manager/ Administrator. We pride ourselves on providing not just high-quality results, but, equally important, providing a great deal of personal attention to each of our local government clients. To conduct a proper recruitment, we feel the project manager must do more than just drop by occasionally. He/she must get to know the appropriate government officials and the community firsthand. That effort takes time, but it is the only way to ensure the candidates we recommend are well qualified and a good fit for your community. As a result, we only take a few clients at a time and focus on getting the job done properly. Further, we routinely complete our work in sixty to ninety days. This timeframe includes preparation of recruitment and advertising materials, candidate outreach, candidate screening, finalist interviewing, and manager selection. We also offer the best warranty in the industry. Not only do we offer unparalleled service at a reasonable price, we focus on finding just the right people for your organization. We say people, and not person, because our goal is to bring you five finalists who are so good that you will have a difficult time choosing among them. The proof CENTERVILLE,MD DAYTONA BEACH SHORES,FL RHINELANDER,WI RICHLAND,WA SALT LAKE CITY,UT COLIN $AENZIGER(414ASSOCI ATE S EXECUTIVE RECRUITING is in the fact that six of our local government clients have passed resolutions thanking us for our outstanding efforts in finding their key staff. We do not know how often you have passed a resolution thanking a consulting firm for its efforts, but we have rarely seen it happen. Our goal, in fact, would be for you to be our next client to pass such a resolution. Some of our local Florida searches include City Managers for Cocoa Beach, Cooper City, Destin, Fort Pierce, Hallandale Beach, Madeira Beach, Melbourne, Miami Gardens, Mount Dora, Palm Beach Gardens, Miramar, Sarasota and Sunrise. Some of our national searches include City Managers for Ankeny, IA; Bellevue, WA; Fayetteville, NC; Portland, ME; Scottsdale, AZ; Tacoma, WA; and Winchester, VA. Our current searches include, among others, City Managers for Coral Gables, FL, Oakland Park, FL, and Titusville, FL, as well as the County Administrators for James City County, VA, and Alachua County, FL. We look forward to hearing from you and hopefully working with you in the near future. If you have any questions,please feel free to contact me at (561) 707-3537. Sincerely, Colin Baenziger Principal/Owner ...Serving Our Clients i1,ith a Personal Touch... CENTERVILLE,MD DAYTONA BEACH SHORES,FL RHINELANDER,VV'I RICHLAND,WA SALT LAKE CITY,UT Section L Introduction, Oualifications and Experience of the Firm The Firm, Its Philosophy, & Its Experience Colin Baenziger & Associates (CB&A) is a nationally recognized executive recruiting firm established in 1997 and owned and operated by Colin Baenziger. We are a sole proprietorship headquartered in Volusia County, FL with offices in Centerville, MD; Rhinelander, WI; Richland, WA and Salt Lake City, UT. As a sole proprietorship, we are not registered with any states as a corporation, foreign or otherwise. Although our primary focus is executive search, we are often involved in operational reviews of governmental operations. Our consultants live in other areas of the country and converge wherever the client's needs exist. We develop an operational plan prior to arrival and our team of experts quickly studies the issues, identifies problems and opportunities, performs the necessary analysis, develops solutions, prepares reports and action plans, and completes the assignment. The client receives prompt,professional service, and its needs are effectively addressed. We are available for follow-up work; however, our goal is to provide the client with solutions that its existing staff can implement without additional outside assistance. Colin Baenziger & Associates' outstanding reputation is derived from our commitment to timeliness and quality: Our work is not done until you are satisfied. That means we go the extra mile and, at times, expend more effort and energy than originally anticipated in our fee or in our action plan. We do not ask the client for additional fees. Rather, we accept these situations as part of our cost of doing business. We believe that once a contract is signed we have an obligation to fulfill its requirements excellently and within the budgeted amount. Since beginning our search practice in 1998, we have conducted searches and other related work for clients in nineteen states. Overall our staff has performed over 120 City, County, and Special District Manager searches and approximately 200 local government searches. The basic approach we have presented herein is the approach we have used in each of our searches. It has been refined over the years to the point where it is problem-free. Our Services; Human Resources Operational Reviews Executive Search Performance Improvement Background Checks Contract Compliance Reviews Position Descriptions/Classification Studies Project Management Compensation Studies Performance Measurement Systems Personnel Policies/Procedures Reviews Standard Operating Procedures Manuals Employee Handbooks Staffing Assessments Additional Services Planning Preparing Grant Applications Strategic Planning Grant Monitoring Systems and Controls Operational Planning Start-up Assistance to New Cities Project Planning -3- Section L Introduction, Oualifications and Experience of the Firm Technical Capabilities and Organizational Structure Colin Baenziger & Associates has developed its business model over the past 16 years. The model has proven to be extremely effective in every state where we have applied it and for every type of position for which we have searched. In fact, we are often called when a government has a particularly difficult position to fill or where one of our competitors has failed. Overall, we utilize approximately eighteen people. Most staff members are independent contractors and are given assignments on a task order basis. Consequently we can pay well while having a great deal of flexibility without the overhead of many firms. In addition to Mr. Baenziger, other senior staff members are former City and/or County Managers or elected officials. As a result, we understand multiple perspectives and have been very successful in identifying the right candidates for our clients. CB&A's other staff are all competent researchers and writers and most have been with us for a long time. Colin Baenziger TaeLynn Johnson Owner&Principal Senior Editor Tom Andrews David Collier John Darrington Senior Vice President Senior Vice President Senior Vice President Kathyrn Knutson Rick Conner Mery Timberlake V P-O erations Vice President V.P./Financial Recruiting Internet Specialists(2) Senior Research Associates Administrative Assistants (8) (2) Completion of Projects within Budget Colin Baenziger & Associates is proud of its record of completing searches within budget. When we quote a price to the client, that price is what the client will pay, no matter how difficult the search is or what unforeseen circumstances may develop. We have never asked a search client for additional fees, even when we were entitled to do so. -4- Section L Introduction, Qualifications and fx perience of the Firm Completion of Projects on Schedule Colin Baenziger & Associates routinely completes its assignments in sixty to ninety days. Further, since CB&A began performing recruitments,it has never missed a project milestone. Diversity CB&A has extensive contacts with individuals and organizations representing women and minorities. We are thus able to identify and bring a diverse group of finalists to the County. The proof is that from the beginning of 2009 through the end of 2011, forty-three percent of the individuals whom we placed as City and County Managers were minorities and/or women. Prior Names and Litigation Colin Baenziger & Associates has always operated under its current name and has never been involved in any litigation, except to testify as an expert witness on behalf of one of the parties. Our performance has never been subject to a legal question nor have we or any of our clients been involved in any legal action as a result of our work. Insurance To protect our clients, Colin Baenziger & Associates maintains the following insurance coverage: (1) general liability insurance of $1 million combined single limit per occurrence for bodily injury, personal injury, and property damages, (2) automobile liability insurance of $1 million per accident, and (3) professional liability insurance of $1 million per occurrence. As a small firm, predominantly utilizing independent contractors, we are not typically subject to the requirements for workers compensation and employer liability insurance. If required by the client, and if it is available to us,we will obtain these two policies prior to contract execution. -5- Some CB&A Clients -.rr { - i City of Coral Gables, FL City of Destin, FL City Manager City Manager MY. Union County,NC Loudoun County, VA County Manager Director—Economic Development Human Resources Officer -6- Section H. Technical Approach The following search methodology has been refined over the past fifteen years and now is virtually foolproof. We will modify it to integrate your ideas into the process. Our goal is to ensure you have the right people to interview as well as the information you need to make the right decision. Phase L Information Gathering and Needs Assessment Task One:Needs Assessment An important part of the recruiter's work is selling the community to the very best candidates (including those that are not actively looking for the next job) while also providing an accurate portrayal of the community and the opportunity. In order to do this, CB&A must first determine the needs of the client and the characteristics of the ideal candidate. Our approach is as follows: • Compile background information from the jurisdiction's website and other sources. • Interview the elected officials and other stakeholders. Our goal is to develop a strong sense of your community, its leadership, its short and long term expectations, and its challenges; • Determine the characteristics of the ideal candidate. These will likely include experience, longevity, education, personality, demeanor, and achievements as well as other items the elected officials and stakeholders consider important), and; • Determine a reasonable compensation package. We will also finalize the timeline so candidates can mark their calendars well in advance and will be available when the elected officials wish to conduct the interviews. If the City wishes, we routinely incorporate meetings with other stakeholders (such as the business community, the non-profit community, county staff and so on) to gather their insights. These forums are valuable as they provide additional perspectives and a better understanding of the environment the Manager will be working in. Task Two:Develop Position Description and Recruitment Materials Based on the information we gather, CB&A will next develop a position description and comprehensive recruitment profile. We will provide our draft for your review and comment. Your suggestions will be incorporated, and the final documents prepared. A sample of our work is included as Appendix B. Other samples can be found on our firm's website under the "Executive Recruitments"/"Active Recruitments"tabs. Phase H. Recruitment Task Three:Recruit Candidates CB&A uses a number of approaches to identify the right people for this position. We say people, and not person, because our goal is to bring you six to ten excellent semi-finalists, all of whom -7- Section H. Technical Approach (continued) will do the job extraordinarily well and who are so good you will have a difficult time choosing among them. You then select the top three to five people to interview and ultimately choose the candidate who is the best fit with you and your community. The approaches we use are: • Networking. The best approach is diligent outreach. We will network with our colleagues and consult our data base. As we identify outstanding candidates (many of whom are not in the market), we will approach them and request that they apply. Often excellent candidates are reluctant to respond to advertisements because doing so may alienate their current employers. When we approach them, their credentials are enhanced rather than diminished. Our networking effort will focus on the state of Florida although we anticipate recruiting across the country. • Advertising. While we will seek out the best, we will not ignore the trade press as it often yields strong candidates. We intend to contact the members of organizations such as the International City/County Management Association (ICMA), Florida League of Cities and other prominent municipal organizations. We will also post it on our website: www.cb-asso.com. We generally do not use newspapers or generic websites because while they produce large numbers of applications, they generally do not produce the type of candidates our clients are seeking. • Email. We will also e-mail the recruitment profile to our listsery of over seven thousand managers and professionals who are interested in local government management. One of the advantages of e-mail is that if the recipient is not interested, he/she can easily forward the recruitment profile to someone else who may be interested. • The Private Sector. Some of our clients ask that private sector candidates be included among our suggested finalists. While we do not routinely recommend candidates with no experience in government, we have been very successful in finding highly qualified and capable private sector people to bring forward. Phase Ill.Screening and Finalist Selection Task Four.Evaluate the Candidates Based on our most recent recruiting efforts, we anticipate receiving resumes from sixty to one hundred applicants. We will narrow the field as described above and present information on candidates to the elected officials. This process requires a mixture of in-depth research and subjective evaluation. Our process is as follows. It should be noted that selecting strong candidates is more an art than a science. While we consider standard ranking factors and the elements of the job, ultimately the most important factor is who we believe will be a good fit with the City and the community. Typically forty percent of our finalists are women and/or minorities. -8- Section IL Technical Approach (continued) Specifically, our efforts will involve: Step One. Resume Review. CB&A will evaluate all resumes and identify the top ten to fifteen candidates. Some of these may be in-house candidates or individuals who have held high-level positions in other governments but who have never been the Manager. Often these people simply need the opportunity. Using a football analogy, Vince Lombardi was an assistant coach with the New York Giants prior to being hired by the Green Bay Packers. Hence, we do not believe we should only consider those who have already held the position we are recruiting for. Step Two. Screening Interview. Our lead recruiter, and possibly other senior representatives of the firm, will interview each of these candidates. Using what we learned in Phase I and our experience as managers and recruiters, as well as our unique ability to assess candidates,we will determine whether or not to consider them further. Step Three. Candidate Materials and Background Investigations. For those that remain in consideration, CB&A will: • Ask the Candidates to Prepare a Written Introduction: We will ask the candidates to prepare a written introduction to themselves as part of their preliminary background checks. This is done for several reasons. First, it allows the candidates to tell their own story and balance the negativity that is so often characteristic of the press. It also allows the City to evaluate the candidates written and communicative skills. • Candidate Disclosure Statement: We will ask candidates if there is anything controversial in their background that we should be made aware of prior to further consideration. While it is unlikely that we find anything not previously publicized in the press, we believe redundant checks offer superior security for our client. • Interviews of References: We tell the candidate with whom we wish to speak. These include current and former elected officials, the municipal attorney, the external auditor, staff members, peers, news media representatives, the director of the local chamber of commerce, community activists, and others who know the candidate. We also attempt to contact some individuals who are not on the candidate's list. Typically we reach eight to ten people and prepare a written summary of each conversation. • Legal Checks: Through our third party vendor, American DataBank, we will conduct the following checks: criminal records at the county, state and national level; civil records for any litigation at the county and federal level; and bankruptcy and credit. -9- Section IL Technical Approach (continued) • Verification of Education: We also verify claimed educational degrees to assure the candidate is being totally forthright. • Verification of Work History: We verify employment for the past fifteen years. • Search the Internet and Newspaper Archives: Virtually every local newspaper has an archive that provides stories about perspective candidates, the issues they have dealt with, how they resolved them and the results. These articles can also provide valuable insights into the candidate's relationship with the public and the elected officials. Of course, not all news sources are unbiased and we consider that in our evaluation. This step is conducted in order to quickly discover candidates with problems in their backgrounds and eliminate them. Note: We firmly believe that all background work we have outlined above should be completed early in the process. That way the client knows the individuals to be interviewed are all top performers and do not have anything embarrassing in their pasts that might come to light after selection. It also means that once our client has made a selection, it can move forward promptly, negotiate a contract and make an announcement. Task Five: Preparation and Presentation of Additional Candidate Materials For the selected candidates, CB&A will compile the information we have developed into a complete written report for each recommended candidate. Specifically, this information will include: the candidates' resumes, introductions, references, background checks and internet / newspaper archive search results. A complete sample candidate report is included as Appendix C. We will also provide some advice on interviewing, a series of questions the elected officials may wish to ask (as well as some areas that it is not wise to get into), and some logistical information. The preceding information will be forwarded to you electronically. The goal in conducting these checks is to develop a clear picture of the candidates and to determine which best meet the criteria established in Phase I. Each of the avenues we pursue adds a piece of the puzzle. We will crosscheck sources, search for discrepancies, and resolve them when we find them. When sensitive or potentially embarrassing items are discovered, they are thoroughly researched. If we conclude the situation is damaging or even questionable, the situation reported to the City and, with the City's concurrence, the candidate will be dropped from further consideration. Task Six. Finalist Selection Approximately a week after the City has received the candidate materials, CB&A will meet with the elected officials to discuss our findings and make a final determination concerning who will be invited to interview. The goal is to select four to six candidates to interview. -10- Section H. Technical Approach (continued) Task Seven:Notify All Candidates of Their Status We will notify the selected candidates by telephone and give them the opportunity to ask additional questions. CB&A will also contact those not selected to advise them of their status. Part of the notification will include advice concerning the candidates' resume and/or cover letter so, even though they were not selected to go forward, they will have gained something valuable from participating in the process. Phase IV. Coordinate the Interview Process and City Manager Selection T ask Eight: Coordinate the Candidate Assessment Process Prior to the interviews, we will recommend an interview/assessment process for the City's review including means to evaluate the candidates' communication skills, interpersonal skills, and decision-making skills. As part of the process, we will recommend the elected officials observe the finalists in a number of settings. We will also recommend you invite the finalists' spouses so they can spend time in and evaluate your community. Day #1: The finalists are given a tour of the community and its facilities by a knowledgeable staff member. Later, senior staff members meet briefly with the candidates. This opportunity allows the finalists to ask questions and the senior staff to assess the candidates. Later, that evening, the elected officials host a reception for the candidates. The purpose is to observe how the finalists respond to a social situation. Your next City Manager will, after all, represent your local government in numerous venues. It is thus important to know how the individual will respond in a social setting. The reception also serves as an ice-breaker whereby the elected officials and the candidates get to know one another informally. Day #2: Beginning at approximately 8:30 a.m., each candidate interviews individually with each elected official or small group for approximately 40 minutes. These meetings provide the elected officials with an opportunity to assess how the candidates might interact with them on an individual basis. It is very important to know if good chemistry exists. Ultimately, Managers succeed and fail based on their interaction with the elected officials and the one-on-one interviews are an excellent way to test that interaction. After lunch, the elected officials as a group will interview each candidate so that they can assess the candidates in a formal meeting. Part of the interviews may include a PowerPoint presentation so the elected officials can observe the candidates' presentational skills. -11- Section IL Technical Approach (continued) Task Nine:Debriefing and Selection Once the interviews have concluded, CB&A suggests the elected officials adjourn and hold a meeting a day or two later to select the next City Manager. Although the selection can be made the same day as the interviews, this decision is quite important and we recommend you take some time to consider what you have seen and heard. In terms of the final selection, we have developed a simple methodology that moves the elected body quickly and rationally to the desired outcome. Once the selection has been made, CB&A will notify the finalists of their status. Candidates are eager to know and we feel it is important to keep them informed. Phase V. Negotiation and Continuing Assistance Task Ten: Notification, Contract Negotiations and Warranty Should the elected officials wish, we will assist in the employment agreement negotiations. Generally, a member of the elected body and the attorney conduct the actual negotiations while we provide advice and assistance concerning the compensation package and contract. We can also take the lead role in the negotiations if desired. We have a standard contract you are welcome to use. Your attorney, of course, will prepare the final contract. Since the basic parameters will have been discussed with the candidates and the candidates have been thoroughly vetted, we expect a relatively prompt agreement. Task Eleven: Continuing Assistance Our work is not done when the contract is executed. We will stay in touch with you and your new City Manager. Our goal is to be there to assist in resolving any issues that arise before they become intractable. In fact, at your request, we will conduct a team-building workshop, at no charge, to resolve any difficulties. We simply feel it is part of our job to assure a successful relationship. Communications: We will provide biweekly reports about the status of the search, in writing or by phone, depending upon your preference. At significant milestones we will make the reports in person. We are also available at any time, day or night, to address any questions you have along the way. To do so, we will provide you with our cellphone numbers and you should feel comfortable contacting us whenever you have a question whether it is directly related to the search or, for that matter, anything else related to local government. We want to be responsive and to assist in any way we can. -12- Section IL Technical Approach (continued) The City's Obligations As indicated, we will provide the candidate reports to the City electronically and it will be responsible for disseminating the candidate reports to the Commissioners. The City will also be responsible for providing the facilities for the interview process, coordinating lodging for candidates from outside the area, and making arrangements for the reception. The City will also be responsible for reimbursing the candidates for all expenses associated with their travel,meals, and incidentals for the interview weekend. Further, the City should plan to provide the following information to each of the finalists if it is not available on the City's website: the current year budget, an organizational chart, the latest completed audit and management letter, any current strategic and long range plans, a copy of the City Charter, any job descriptions and other materials defining the role and duties of the City Manager, and any evaluations of the organization completed in the last year. These are the only obligations and responsibilities the City is expected to assume in the recruitment process. -13- Section IL Technical Approach (continued) Typical Possible Project Schedule The following is the schedule we would suggest and assumes CB&A is selected to complete the search by July 18th. Phase I. Needs Assessment/Information Gathering July 23rd: CB&A begins working with the Commission to understand the job and its challenges. July 29th: CB&A submits the draft of the full recruitment profile to the City for its review. Comments will be due back by August 5th. Phase H. Recruiting August 8th: CB&A posts the full recruitment profile on its website and submits it to the appropriate publications. It is also e-mailed to over 8,600 local government professionals. August 29th: Closing date for submission of applications. September 3rd: CB&A reports the results of the recruitment to the Elected Officials. Phase III:Screening,Reference Checks and Credential Verification September 29th: CB&A forwards complete candidate reports and materials to the City. These will include the candidates' resumes, the candidate introduction, references, background checks and the results of our Internet/newspaper archives search. October 6th: CB&A meets with the City and the City selects finalists. Phase IV. Interview Process Coordination and City Manager Selection October 17t11: City holds reception for the finalists. October 18th: One-on-one and full Commission Interviews. October 20th: City selects its next City Manager. -14- Section IL Technical Approach (continued) Phase V.•Negotiation, Warranty & Continuing Assistance Post-Selection: CB&A works with City representatives and the selected candidate on an Employment agreement. Typically this process takes a week before a contract is ready to be ratified. CB&A will stay in touch to ensure the elected officials' relationship with the new City Manger is a strong one. -14- More CMA Clients. . �f T City of Fruitland Park, FL City of Leesburg, FL City Manager City Manager �rY City of Fernandina Beach, FL Village of Bal Harbour, FL City Manager Village Manager -16- Section III. References The staff at Colin Baenziger & Associates has completed over 150 searches for city and county managers and more than 250 senior-level local government management searches overall. The following are some of our references. City Manager Recruitment, City of Cooper City, FL (population 32,000) Contact: Former Mayor Debby Eisinger at(954)434-4300, or mayordebbyQemail.com Former Council Member Neil de Jesus at (954) 558-4734, or Nea1DJAbellsouth.net CB&A began work in May 2008, to assist the city in finding its next Manager. Our work included scouring the nation to find the right person for the job, interviewing the candidates, conducting through background checks, recommending finalists for the city to interview, and helping with the contract negotiations. Bruce r Loucks, formerly County Administrator for Charlotte County, Florida, was selected in early August, 2008. City Manager, Cocoa Beach,FL (population 11,200) in 2012 Contact: Mayor David Netterstrom at (321) 868-3206 or dnetterstrom�acityofcocoabeach.com CB&A began work on May 14, 2012, to assist Cocoa Beach in in finding its next City Manager. Our work included scouring the nation to find the right person for the job, interviewing the candidates, conducting through background checks, recommending finalists for the city to interview and helping with the contract negotiations. Bob Majka, then Deputy County Administrator of Bay County, FL, was selected on August 13, 2013. City Manager, Hallandale Beach, FL (population 39,600) Contact: Mayor Joy Cooper at(954) 632-5700 or JCooper(a?cohb.orz Colin Baenziger & Associates was asked to conduct an expedited recruitment for the City Manager. We first met with Hallandale Beach officials on July 28, 2010. We quickly produced a recruitment profile and began recruiting candidates. The deadline for applications was August 20'. Hallandale Assistant City Manager Mark Antonio was selected on September 20t'from a pool of nine candidates. When Mr. Antonio retired 20 months later (he was in the DROP program and had to leave), we were again retained and Ms. Renee Crichton, formerly an Assistant City Manager with Miami Gardens, FL, was hired. -17- Section III: References (continued) City Manager, City of Madeira Beach, FL (population 4,200) Contact: Mayor Travis Palladeno at(727) 239-5549, or TPalladeno(i�madeirabeachfl.gov Madeira Beach is a tropical tourist location on the Western Coast of Florida in Pinellas County. Colin Baenziger and Associates began searching for a City Manager on September 30, 2011. Our work included scouring the nation to find the right person for the job, interviewing the candidates, conducting thorough background checks, recommending finalists for the city to intendew and helping with the contract negotiations. Shane Crawford, former Assistant County Administrator with Walworth County, WI was selected as the next manager on November 22na City Manager,Miramar,FL (population 122,000) Contact: Commissioner Yvette Colbourne at (954) 560-5161, or Kathleen Woods- j-colbourne(iki.miramar.fl.us Richardson CB&A began the search for Miramar's next City Manager on May 13, 2013. We conducted a nationwide search with an emphasis on Southeast Florida. Our work included extensive screening and background checks as well as coordinating the interview process and negotiating the compensation package with the selected candidate. The City selected Ms. Kathleen Woods-Richardson, formerly Director of Public Works and Waste Management for Miami-Dade County, on August 21, 2013. She will being work on September 9, 2013. Village Manager,Pinecrest, FL (population 19,400) Contact: Mayor Cindy Lerner at(305) 234-2121, clerner(a,pinecrest-fl.gov In late April 2011, CB&A was hired to assist Pinecrest in finding its next Village Manager. We worked with a Citizen's Advisory Committee and sought out candidates from around the nation while, �. due to the Council's desire, focusing on candidates from Florida. Interviews were held on July 17a' and 18a' with Ms. Yocelyn Galiano Gomez being selected as the Village Manager on the 18th Ms. Gomez was an internal candidate and the Assistant Village Manager. -18- Section III: References (continued) City Manager,Satellite Beach, FL (population 10,100) Contact: Mayor Frank Catino at(321) 223-7700, or fcatino(a)satellitebeach.org Satellite Beach retained CB&A just after Christmas, 2012 to help find , its next City Manager. We began work immediately by meeting with the Council Members and based on what we learned, we crafted a recruitment profile. We searched the country for outstanding ' candidates. Background checks were thorough and four finalists were selected. Interviews were held on March 15th and 16th and Courtney Barker, formerly Executive Director of the Planning and Growth Management Department for Titusville, FL, was selected ' on the March 21 St City Administrator, Tavares, FL (population 11,000). Contact: Former Mayor Nancy Clutts at (352) 552-4829, or City Manager John Drury at (352) 742-6209. On July 5th, 2006, CB&A took over a search that the City had begun. Our effort involved searching the country to locate the best people for the job, interviewing them, conducting through background checks, _ and recommending finalists for the city to interview. The search was completed on September 22"d with the selection of John Drury, formerly City Manager of Stowe, VT. City Manager,Portland,ME(population 65,000) Contact: Councilor Cheryl Leeman at (207) 773-4161; _ or clna,portlandmaine.2ov Portland retained CB&A on February 28, 2011 to help find its next City Manager. We met with the Council Members and with several groups of community stakeholders as well as the staff. Based on what we learned, we crafted a recruitment profile and began to search the country for outstanding candidates. Background checks were thorough and three finalists were selected. Interviews were held on May 20th and 21St and Mark Rees, County Administrator of North Andover, MA, wasr '. selected on May 21St - -19- Section III. References (continued) City Manager, City of Roanoke, VA (population 96,000) Contact: Council Member Court Rosen at (540) 597-3193 or courtrosen(i0smail.com City Clerk Stephanie Moon at(540) 853-2541 Stephanie Moon(i�roanokeva.gov CB&A was hired in September 2009 to find Roanoke's next City Manager. We were asked to identify someone with a strong background in finance and redevelopment. Our efforts involved searching the country for strong candidates, conducting extensive background checks, recommending a strong field of candidates, overseeing the interviews and providing a small amount of assistance with the contract negotiations. Christopher Morrill,formerly the Assistant City Manager for Savannah, GA, was selected in mid-December 2009. We have since assisted the City in finding a City Attorney, an Economic Development Director and a Planning, Building and Development Director. City Manager,Scottsdale,AZ(population 221,000) Contact: Vice Mayor Suzanne Klapp at(480) 312-7402, or sklappa,scottsdaleaz.gov Fritz Behring Council Member Guy Phillips at(480) 312-2374, or gphillipsna,scottsdaleaz.gov Scottsdale retained CB&A just before Christmas, 2012 to help find its next City Manager. We were asked to begin work in late February, 2013. We met with the Council Members and based on what we o learned, we crafted a recruitment profile and began to search the country for outstanding candidates. Background checks were thorough and three finalists were selected. Interviews were held on May 21St and 22"d and Fritz Behring, formerly County Manager for Pinal County, AZ, was selected on the 22°d City Manager, Tacoma, WA (population 198,400) in 2011 T.C. Broadnax Contact: Mayor Marilyn Strickland at (253) 591-5100 or Marilyn.Strickland(a,cityoftacoma.org Human Resources Analyst Margith Baker (253) 573-2321, or MBakerna,ci.tacoma.wa.us CB&A was hired in late September 2011 to find Tacoma's next City Manager. As part of the recruitment process, we met with each of the nine council members to learn their concerns, priorities and desires. We searched the nation and developed a pool of 67 candidates, many of which were extremely capable. The semi-finalist pool was also diverse containing both women and minorities. Interviews were held early December and Mr. T.C. Broadnax, formerly an Assistant City Manager with San Antonio, TX, was selected. He remains with the City as its manager. -20- More CB&A Clients... r - s 1r i�N ORO—. City of Ankeny,L4 Oregon City, OR City Manager Finance Director f i , i ' I I ' T St. Johns County, FL City of Scottsdale,AZ County Administrator City Manager Director,Economic Development Library Systems Director -21- Section IV Project Team Project Team and Involvement Colin Baenziger & Associates is an experienced recruiting firm which strongly believes that the majority of the search work should be conducted by one knowledgeable person. Colin Baenziger will be that person—he will serve as your project manager. He will conduct the interviews with the elected officials, search for strong candidates, discuss the position with those candidates, recruit them, conduct the interviews with the candidates, conduct the background investigations, oversee the interview process, and assist with the contract negotiations. In addition to fifteen years as a consultant, Mr. Baenziger spent ten years in government as a senior manager. Overall, he has been the firm's Project Manager for more than one hundred and twenty five city and county manager searches. Prior to starting CB&A, he spent over 20 years hiring key staff. Tom Andrews, senior vice president, will be the Deputy Project Manager and support for Mr. Baenziger. Mr. Andrews will assist in virtually every aspect of the search effort but will focus on the search for strong candidates and candidate evaluation. Before joining the firm in 2008 as a recruiter, Mr. Andrews served as County Administrator for Fulton County, Georgia, and in high level county and state positions in Maryland. For 35 of his 40 years in government, Mr. Andrews hired key staff. David Collier, senior vice president, will serve as the recruitment manager and assist with the identification and screening of candidates. Before joining CB&A as a recruiting in 2006, he had over 30 years of experience as a senior level local government manager in several states and in that capacity hired many key staff. He earned his Bachelor of Arts degree in economics and his Master's degree in public administration from the American University in Washington, D.C. He is a past president of the Maryland City Managers Association and the Florida Association of County Administrators. Rick Conner, Vice President, will serve as deputy recruitment manager. He has over 30 years of in local government and in executive recruiting. He earned Bachelors of Science Degrees in Business Administration and Engineering from the University of Missouri. Kathyrn Knutson, Vice President for Operations, will be responsible for coordinating the advertising and production of the materials we will present to you as described in the Recruitment Approach. Colin Baenziger Tom Andrews Project Manager Deputy Project Manager David Collier Kathyrn Knutson Recruitment Manager Operations Manager Rick Conner Research Associates Deputy Recruitment Mana er -22- Section IV. Project Team (continued) Colin Baenziger, M.P.A. Principal Colin Baenziger is a student of local government and responsible for the executive recruitment functions at Colin Baenziger & Associates. Over the years, he has worked with a number of cities on recruitments and on management, operational, and o op' i IN organizational issues. As a former manager and someone who #' actively consults with governments, he understands what it takes to do the manager's job effectively. Furthermore, because he is active in a number of professional associations, he knows many of the S� nation's managers on a first-name basis. Some of Mr. Baenziger's searches for local governments include: • City Manager, Coral Gables, FL (population 42,000) • City Manager, Cottonwood Heights,UT (population 34,000) • City Manager, Fife, WA(population 8,200) • City Manager, Fayetteville,NC (population 208,000) • Village Manager, Key Biscayne, FL(population 11,000) • Economic Development Director, Loudoun County, VA (population 326,000) • Community Development Director, Miami, FL (population 373,000) • Borough Manager, Matanuska-Susitna Borough, Alaska(population 88,000) • City Manager, Mount Dora, FL (population 12,000) • County Manager, Clackamas County, OR(population 380,000) • City Manager, Palm Coast, FL(population 51,000) • City Manager, Portland, ME (population 65,000) • City Manager, Roanoke, VA (population 96,000) • City Manager, Tacoma, WA (population 200,000) • General Manager, Tampa Bay Water Authority(serving a population of 2.4 million) • County Manager, Union County,NC (population 290,000) Other recent efforts include a strategic planning session for the Florida Association of Special Districts, an operational review of Tamarac's water utility, a business practices review for a division of Martin County government, an operational reconciliation for Palm Beach County Water, development of an automated system to pay royalties to featured recording artists for the Recording Industry Association of America, and a review of financial procedures for a division of the Marriott Corporation. Mr. Baenziger has a master's degree with distinction in public administration from Cornell University's Graduate School of Management, and a Bachelor of Arts degree from Carleton College. He is also active in the International City Management Association and the Florida City and County Management Association. He has also been called upon frequently to speak at conferences of the Utah and Florida City/County Managers' Associations, and the Florida Public Personnel Association. -23- Section IV Project Team (continued) Tom Andrews, 13l.S Senior Vice President Since joining CB&A in 2008, Tom Andrews has been our management guru. With over thirty years management experience in federal, state and local governments, he has been there, done that. With his no-nonsense approach to problem-solving and his keen ability to recognize management talent and leadership potential, he is an asset to any client. His talent for mentoring has resulted in former employees occupying senior local government positions from Maryland to Florida. In addition to his comprehensive and successful experience as a generalist, Tom possesses technical expertise in water resources management, environmental regulation, and public health programming. Some of the top leadership positions that Tom has held include: County Manager of Fulton County, GA; Chief Administrative Officer for Anne Arundel County, MD; Deputy Secretary, Maryland Department of the Environment; Assistant Secretary, Maryland Department of Natural Resources; Director, Maryland Water Resources Administration; and Chief of Staff for Maryland Acting Governor Blair Lee III. Some of the many recruitments Torn has been involved in for CB&A are: • Borough Manager, Matanuska-Susitna Borough, Alaska(population 88,000) • Director, Watershed Management, DeKalb County, GA (population 691,900) • City Manager, Greensboro, NC (population 259,000) • City Manager, City Attorney and Planning Director, Roanoke, VA (population 96,000) • County Manager, Brevard County FL (population 536,000) • Deputy City Manager, Durham,NC (population 220,000) • Director, Economic and Workforce Development, Durham NC (population 220,000) • Budget Director, St. Petersburg, FL (population 248,000) • Director of Economic Development for Loudoun County, VA (population 326,000) In addition, Tom has conducted numerous leadership seminars for state and local government mid-level managers. Tom earned his Bachelor of Science in biology from Miami University in Oxford, Ohio, and his master's in natural resources administration from the Institute of Public Administration of the University of Michigan. He has been a member of the Georgia County-City Managers Association, the Association of County Commissioners of Georgia, and the National Association of Counties. Tom has also served as President of the Maryland Association of County Health Officers, Member of the Anne Arundel County YMCA Board of Directors, and President of the Providence Center Board of Directors, a non-profit agency serving the developmentally disabled. -24- Section IV. Project Team (continued) Dave Collier, M.P.A. Senior Vice President Before joining CB&A in 2006, Dave Collier spent over 30 years of management experience in county and city government. Since there is not much that he has not seen previously, Dave quickly produces efficient and effective solutions to problems for his clients. One of Dave's specialties is executive search. With his many years of experience, he can quickly separate the wheat from the chaff and find the right person to join your senior staff or be your department head. He also has successfully conducted organizational reviews, sessions in team building and strategic planning workshops. Just as importantly in this day and age of the pressure to lower taxes, he has developed strategies and action plans for coping with the tough financial problems that local government often experience. Dave has overseen the recruitment and selection of. • County Manager, Brevard County, FL, • City Manager, Coral Gables, FL, • City Manager, Cape Canaveral, FL, • City Manager, Dania Beach, FL, • City Manager,North Miami, FL, • City Manager, Orange City, FL, • City Manager, West Melbourne, FL, • City Administrator, West Park, FL, • Finance Director for Tamarac, FL, and • Environmental Resources Director for St. Lucie County, FL. While serving as City Manager of Stuart, Florida for 14 years, he improved the professionalism of City Department Heads and staff through an emphasis on professional development and team building. He also used his hands-on management style to emphasis the need for effective project management and maintaining tight timelines in order to show citizens that the city government was effectively managed and had a strong commitment to its customers. Prior serving in Stuart, Dave was a County Manager in Florida, Kansas and Michigan. He also has extensive experience in local government consulting. Mr. Collier earned his Bachelor of Arts degree in Economics and his Master's degree in Public Administration from the American University in Washington, D.C. He was a member of the International City/ County Management for over thirty years, served as President of the Maryland City Managers Association and the Florida Association of County Administrators. Mr. Collier is involved in his community as a member of the City of Stuart's CRA Advisory Board and as a Director of Stuart's Main Street Association. -25- Section IV Project Team (continued) Rick Conner, P.E. Vice President Rick Conner is a recent addition to CB&A's strong cadre of municipal operations experts. With over 30 years of management experience in local government, he has seen it all and done most of it. He possesses keen analytical skills and the ability to slice through critical issues. As a result, he is another outstanding weapon in the firm's arsenal of experts. His years in local government and his many licenses and certifications help him to judge talent quickly and effectively. In addition to his experience as a City Manager, Rick's previous positions such as a Public Works Director, gives him an excellent perspective of the needs of local government operations and staffing. Prior to joining Colin Baenziger & Associates in 2012, some of the top leadership positions that Rick has field include: • City Manager of Sunny Isles Beach, Florida, • City Manager of Portland, Texas, • City Manager of Marble Falls, Texas, • Public Works Director of Nashville/Davidson County, Tennessee, and • Public Works Director of Bryan, Texas While serving in these positions, Rick received national recognition for his Customer Service programs. Over his career, Mr. Conner has been involved in a variety of recruitments. Some of these include: • City Manager, Fayetteville,NC, • City Manager, Sarasota, FL, • City Manager, Cocoa Beach, FL • Chief Executive Officer/General Manager, Des Moines (IA) Water Works, • Finance Director/Procurement Officer for a bedroom community to Corpus Christie, TX, • Accounting Director for a medium size West Texas city • Police Chief for a Florida barrier island community, • Water and Wastewater Director for a medium size, central Texas city, • Airport Fixed Base Operator for a Texas university community, and • Airport Manager for a medium size Texas university city. Rick holds a Bachelor of Science in Business Administration and a Bachelor of Science in Civil Engineering from University of Missouri. He also worked towards Masters Degrees in both Math and Civil Engineering before joining the work force. He is a Registered Land Surveyor and a Professional Engineer in Missouri, as well as a Professional Engineer in Florida, Tennessee and Texas. -26- Section IV. Project Team (continued) Kathyrn Knutson Vice President for Operations Ms. Knutson is a skilled professional with a wealth of public and private sector experience. Her particular expertise is in special projects, compensation surveys, and background checks for our executive search candidates. She feels that each client must be properly served, and that can only be done by devoting her utmost attention to their particular concerns and by finding creative ways to solve their problems. In her book, the client comes first. Since beginning her working relationship as a subcontractor with Colin Baenziger & Associates, Ms. Knutson has been involved in virtually every executive search the firm has conducted. Some of the more notable searches include: • Public Works Director, Chandler,AZ (population 250,000) • City Manager, Town of Bay Harbor Islands (population 5,200) • City Manager, Coral Gables, FL (population 42,000) • City Manager, Cottonwood Heights, UT (population 34,000) • City Manager, Cutler Bay, FL (population 35,000) • City Manager, Fife, WA (population 8,200) • City Manager, Greensboro,NC (population 259,000) • City Manager, Homestead, FL (population 59,800) • Village Manager, Key Biscayne, FL(population 11,000) • City Manager, City of Marathon, FL(population 11,500) • Village Manager, Village of Palmetto Bay, FL(population 24,000) • City Manager, Portland, ME (65,000) • City Manager, Roanoke, VA (population 96,000) • City Manager, City of West Melbourne, FL (population 15,000) As noted, a major part of Ms. Knutson's work has been on special projects. For example, she is responsible for the firm's annual City Manager compensation survey and also has worked with Palm Beach County Water Utilities reviewing a portion of its billing database. The utility's concern was possible under-billing, and our work involved a review of billing records for reasonableness and consistency, as well as extensive work in the field. Thanks to Ms. Knutson's work, the Utility recovered our fee several times over. Ms. Knutson's prior employment includes stints with Palm Beach County's Department of Building, Planning, and Zoning, and with the County Health and Rehabilitative Services. She has also worked with the State of Florida's Department of Corrections and with the State's Department of Employment Services. She has also been involved with a number of private and non-profit concerns, such as the Visiting Nurses Association and Oakwood Mental Health Center of the Palm Beaches. Ms. Knutson has an associate's degree in business education from West Georgia College in Carrollton, Georgia. Kathyrn currently resides in Oneida County, WI. -27- V Fee and Warranty Fee CB&A proposes to conduct the search for a firm, fixed fee of$23,000. It should also be noted that these figures include all our expenses and costs In other words, the only monies CB&A will receive from the City is the agreed upon fee. The only other costs the City will be responsible for are the costs associated with the candidates' (and spouses, if invited) travel, accommodations and meals for the interview process. We will bill the fee as the phases are completed and according to the following schedule: Phase I: Needs Analysis/Information Gathering $ 3,000 Phase II: Recruiting 9,000 Phase III: Screening 8,000 Phase IV: Interview Process Coordination and Manager Selection 1,500 Phase V: Negotiation, Warranty& Continuing Assistance 1,500 It should be noted that CB&A has never asked for any additional fees from any client in the entire history of our firm. This fee structure is advantageous to both the City and CB&A: the City has certainty about what it will pay for the search and CB&A will not need to keep track of every minor expense. Warranty Colin Baenziger & Associates offers the best warranty in the industry. We can offer it because we have confidence in our work. Provided the City instructs us with conducting a full search and assuming it selects from among the candidates we recommend,we warrant the following: 1) We will not approach the selected candidate for any other position as long as the individual is employed by the City. 2) If the selected individual leaves for any reason other than an Act of God (such as total incapacitation or death) within the first year, CB&A will repeat the search at no charge for our services. If he/she departs during the next year for any reason other than an Act of God, we will repeat the search for the reimbursement of our expenses only. 3) If you are not satisfied with the candidates we present, CB&A will repeat the search until you are satisfied. 4) Our price is guaranteed and will not be exceeded for any reason, even if conditions change after the contract is executed. -28- CITVOF DELRAYBEXCH Executive Search & Recruitment Services CITY MANAGER July 1.0, 2014 [!11The Mercer Group. In . ,1C."Onsultants To Management CITIY of IIELRAX BEA C 1I FLORIDA Proposal for Executive Search & Recruitment Sen4ces July 10, 2414 THE MERCER GROTLJTR,� IINC. W. D. Higginbotham,Jr. Senior Vice President 9123 Cherry Trace Seminole, Florida 33777-1150 727-214-8673 4 'DHig i _mercererounine.com www.mercergr4mpine.rom TABLE OF CONTENTS Section i. Cover Letter 1. FIRM INFORMATION & BACKGRO(INDINCLUDING SEARCH TEAM............. 14 11, I-XPERIENCE OF FIRM................................................. 4-16 A. City & County Manager 13carches.............................................4--14 B. Refem.necs.....................................................................15-16 III. SERVICES,TIMELINE,ANI) F1-.L-,S.......................................................... 17-27 A. Project Understanding and Approach................................... 17 B. Work Plan............................................. .............. 18-21 C. Equal Employment Opportunity %tement............................ 21 1). Timeline............................................................... F. Cost Proposal ............................................................... 23 F. Additional Acti-w-isles.............................. ........................... 24 G. Proposal Acceptance..........- 24' The Mercer Group. Inc.Guarantees ......................................... 25 Proposed Engagement Agreement 26-27 The Mercer Groi p,Iric.for the City of Delray Heacb, Florida '.�h �I�erc er G roues 1_rae. 'Miaafe.F1.3377 I 9ij)8944= Ce f(7_°:)314:9673 �L-itlQfl'uNQtijY�Rll��ft;Olj[�t.nYf .lulu 10.20 14 Cathy Inglese Office of the City tlttorne'y City of Delray Buac:h 200 N.W. i"Avenue Delray Beach,Florida 33444 7be Mercer Group, Inc. understands the City of Delray Beach wishes to engage the services of an executive search firm to conduct exec.utive search and recruiting services for a City":ti+ianager for the City of Delray Beach. The Mfercer Group, Inc. is pleased to submit our proposal to assist the City of Delray Beach to recruit exceptionally well-qualified candidates for the position of City Manager. If selected to conduct the search and recruitment process for this position. we would have no difficulty beginning immediately to ensure a smooth process. It is our understanding that the scope of work-,search and recruitment services shall include, but not be linuted to,the following: • Deftning the position profile. • Sourcing qualified candidates. • Evaluating prospective candidates. • Selection and employment_ The olb ectives that we will meet in order to find the best qualified candidates for the City Manager position are as follows: • To conduct on-site needs assessment for the new City Manager. • To develop a comprehensive position profile_ • To encourage top level people to apply who would otherwise be reluctant to respond to an advertisement. • Id save a considerable amount of the City Commission's time in establishing a position profile and.reviewing applicants. To comply with appropriate personnel regulations and state laws (i.e., EEO. Affirmative Action and,ADA). • 'I o bxXTm dt n0y acxi ubjwtivrJy wbvss tltc qualifications and suitability of candidates for the position. 'I o recommend a pool of finalist candidates to the City. To coordinate finatist.candidate interviews with the City. • To mail an information packet supplied by the City to all qualified applicants. PINPOLNTING'WORKABLE SOLUTIONS FROM OUR OFFICES NATiOhfWIDE www.inercergroupinc.com City of Delray Beach Page Two July 10,2014 • To respond to all candidate inquiries and produce all correspondence during the search. To preserve the confidentiality of inquiries to the degree possible under Florida.law. • To assist the City in reaching a final decision. • To assist in negotiating a compensation package with the successful candidate on behalf of the City. To keep the City closely involved in key decisions and informed of our progress. The purpose for engaging the son-ices of an executive search fam is to seek ote, and recruit experienced candidates and to assist the City of Delray Beach in vJecting highly qualified individuals who meet the profile and needs of Delray Beach and who might not otherwise apply. The Mercer Group, Inc. is well-qualified to assist the City of Delray Beach with this project. Through December 2013, we have conducted 480 searches for City and County Managers/Administrators throughout the country, 84 of which have been in Florida. During the last six (6) months alone we have successfully completed or we are currently conducting searches for the City of Cape Coral, the City of St. Pete Beach, the City of St. Petersburg, Hillsborough County, the City of Plant City(Police Chief and City Manager)and Citrus County. These are just the Florida recruitments;there are many more in the Southeast and nation-wide. the Mercer Group, Inc_ has been in operation for over twenty four years with our corporate headquarters in Atlanta and branch offices in thirteen (13) states, including Florida. The Mercer Group, Inc. has the resources available to conduct this search and avoid untimely delays in the process. If selected, i wrill personally lead this m-ruitment from our .Seminole, Florida office. With 23 years of local government experience in Florida, including three(3)City Manager positions in Florida coastal cities, I am uniquely qualified to .lead this search for the new City Manager as I know and understand the local needs Thank you for the opportunity to respond to this important assignment We will be pleased to discuss our proposal with the City and urge you to allow us to travel to Delray Beach at our expense to do so- Please contact me directly at 727-214-8673 if you have any questions. Sincerely yours, THE MERCER GROUP MU. ' w W. D. Hight itham,Jr. Senior Vicc President 771r,1111.1fCF111 1,:111!1 A 1.VC. 1. !FiRM INFORMATION& BACK(iROUND A.Firm Qualifications The Mercer Group. Inc. is an indepenJent managonient consulting firm incorporated in the State; of Georgia and operating nation-,aide. The firm was founded I%v James I Mercer, a loner term public management consultant. The firth has conducted business under the name The Mercer Group. Inc:. since Fcbruart. 1990 and i,� registered with the Florida Department of State_ Mr. Mercer started his own firm in 1981 and. in 11994, merged it with another consulting firm, Wollc & Associates. Inc. On June 1. 1986. Mr. Mercer acquired the Human Resource and Organizational Cons-tilting Practice of Wolfe & Associates. Inc. This acquisition formed the basis for Mercer. Slavin & Nevins. Inc. lie sold his interest in .Mercer. Stavin & Nevins, Inc. eae,y in 1990 and founded The Mercer Group. Inc, The Mercer Group. Inc. provides exceptionally high duality managemment consulting services to state and local governments. Imnsit authorities. health care providers. utilities. special districts, and privalt, sector clients. Specialty practice areas include: executive recruitment, organization anti operations analysis, productivity improvement, strategic planning, management systems. compensatic)n,elassification'policy studies.privatization. budget evaluation scry :es. government consolidation and orb**aniration development, training, and general management consulting. Our key consultants have conducted successful searches for hundreds of public sector organizations nationally and can offer numerous references as testimony of our work. While this important engagement for the 01,y of Delray Beach will b e personally ltd by W. D. lligginbotham. Jr., it WiII be assisted and supported by James 1_. 1lercer. Mr. Mercer has conducted or assisted it the conduct of mare than 2.000 successful executive searches in recent years. Me spectrums of our search experience is below, Mr. Mercer's resume is included below. a.,is Mr. I i,gginbuthurn"s. Mr. Mercer is the Chief Executive Officer of our firm. There is no parent. subsidiary or affiliation of other firms. The closed service office and our corporate headquarters are as follows: The Mercer(Troup. Inc. 5579 B Chamblee Dunwoody Road, Suite 511 Atlanta_ Georgia 30338 'Feleph(ne.(770)55i-{:3403: i•'AX: (770);99-9749 federal Tau: fl)No_- 58-1877068 Primary contact information is as follows: 11c Mercer Group.Inc. W. D. Hig€intxrtham..tr. Senior Viec President 9133 C herry'Prate Serninoo'c. Florida 33777 727-21.1-8673 i 'I }lietgin r .tni'r c'r s cs inr _caonw w+�3 t�..Il)�rCt.t;�rt►t3gsi 11t,;.c�,�r�� The Mercer Group,Inc.for the City of Delray Beach,Florida Page 1 B.Organizational Chart for the 00,of Delrav Beach Search Team The M e.-jr c e r Ca'r o u i,.). nx c x EXECUTIVU. SEARCH TEAM for DELRAY BEACH CITY MANAGER Jim Mercer President .'ants Fe,NM W.D Higginbotham Jr Karolyn Prince-Mercer Sr.Vice President Sr. Vice Pre%ident Seminole,FL Santa Fe.NYI Dona Hunt Exevutive Assistant Seminole,FL The Mercer Group,Inc.for the City of Delray Beach,Florida pag ge C.Resumes of Our Kev Staff 1. ,tames L. Mercer, President-Atlanta and Santa He Offices; Prooecl Support Mr. Merger holds a '_Master cal'Business Administration degree from the l.:niversity of hey ada_ Reno.and a Bachelor of Science degree in Industrial Management from the same institution. Fle has also received a Certificate in Municipal Ndmin stration from the University of North Carolina at Chapel Hill and is a graduate of the Executive Development Prog7am at Cornell Universiq. Mr. Mercer is a Certified Management Consultant (.CMQ and has more than b years of expc:ience in executive search and management consulting. Ile has authored or co- authored five boobs and: has written more than '50 arl.icles can various management topics. His e:Xperience Cover's the foll038-ing functional areas: executive search, organization and operations ;analysis. manage:miunl sy-stems_ pmductivity improvement. seminars/training, goal setting. strategic planning. pri-atization.go- enrmeaL consolidation,and general consulting- Prior to fowidint, The Me e°r Group. Inc.. Mr. Mercer held position~ as President of Mercer. Slavin & Nevins. Inc_,- Regional Vice: President of Wolfe c$: Associates. Inc.; Partner and Vic~ President (if Korn/Ferry international: General Manager of Battelle Southern Operations: Nationa Prngram Director for Public Technology. Inc.: and assistant City- Manager of Raleigh. North Carolina. IIc has a1w) been President ol'Jame:s Merger& .Associates. Inc.. and has served as Director of Govemnicrit Consulting Services for Coopers & Lybrand in the Southeast and Southwest, and Director of the Industrial Extension Division for Georgia Tech. 2. W. D.Hiaewinhotham,Jr.,Senior Viet President- Florida Ofl!ice; Project Lead Mr. Hi ginbotham's distinguished public sector career of over 30 years has included serving as chief executive ot3ticer and thief financial officer of cities in Florida and C alilomia. lie served as City Manager of Gainesville. Florida. Melbourne Beach, Florida. Surfside. Florida, and Madeira Reach.Florida ranging in population from 3.1 Ott to 1_'3.100 and Assistant City Manager and CFO in fiaker,tie ld, C'afifornia u°ith a population of 352. 00. Mr. Higginbotham also served eight years as the Director of Economic Development for the eleven (11) county, 7.000 square mile area of the North Central Florida Regional Planning Council. After being recruited by the International CityXountk Management Association (ICM-A) on behalf' of the Department of Defense,his service to Florida cities ww;briefly= into nipted in late:2007 and early 1-008 when lie served in Baghdad. lydq as a me m1wer cal`the united States Provincial Reconstruction Team. lie is an active member of ICN A and the Florida City- and County Management Association (FCC-%W) and haq been recognized by both organizations for over 25 years in the leie;dl government management profession. Mr. I figginbotham's particular areass of expertise are executive search. organizational development and economic development- in addition to graduating from Tulane University wfire he e:arnerd his C en ficale in Accounting. lie has completed and instructed training programs at the Frnergency Management Institute(FEM. A)in Emmitsburg, Maryland in Disaster Preparedness and Di5wter Resistant Jobs Training.'TRAIN-T IE--TRAINI=R. The:fiercer 0roup,Inc.for type Oty:of Delray Bir-ach,Florida --- Page 3 3. Karcilvn Prince-Mercer,Senior Vke President- Santa Fe Office; Proiect Suattnrt Ms. Prince-Mercer received. her Bachelor of Arts degree in History with mhiors in Art. Political Science:and ! ducation from the University ofNevada. She received her Doctor of JurisPradence degree from Wootirou Wilson College of LwA,_ She is licensed to practice law in New Me=xico and in Georgia, She has practiced law for over 20 years beginning in Georgia. \GIs. P'rinee-Merctr is also qualified to administer and interpret the Myers-Brior s 'rvpc Indicator (MBTI) instruments. Ms. Prince-Mercer also specializes in public sector executive search. She has been in management consulting,for over eighteen years. She has experience working in executive%eareb .uid has conducted several city manager searches. She has workQ on several 611 ncanagersradministrators marches With Mr. Mercer over the post years. She also has experience with compensation and classification, and with organization and inianagernem Studies. Ms- Prince-Mercer is also active in recruitment for other fields in the public sector. 4, Time Commitments Our firm members have the quality time to devote to this search so as to meet Delray Beach's needs. it,CITY/COUNTY MANAGER SEARCHES AND REFERENCES The Following. List of .Searches are limited to CfTKUOL'NrY M4JVACFRS A.-VD AD11 IN I,S TRA TORS to avoid the fist being yoluminamy. City Managers/Administratom Akron. Ohio-Assistant.to the Mayor Alachua. Florida-City Manager- 3001 ,Alamogordo,New Mexic=o-City Manager-2(Y)9 Albany,Georgia-Assistant City Manager(Limited Sex)pe Search.)- 2000 Angel Fire,New Mexico- Village Manager- 011 Angel fire.New Mexico- Towm Administrator(Limited Scope St=arch)-2000 Andrews, Texas-City Manager-2(.14)[.? ,Ann Arbor.. Michigan City Administrator-2001 Anti Arbor.Michigan -City Administrator- 1995 Ann Arbor.. Michigan- City Administrator- 1988 Arkansas City, Kansas- City iAanzgyer-2_006 Arlington.'Texas- City Manager-301 1 Arlington.Tcxas-Assistant City Manager Aspen.Colorado-City Manager- 1989 .,Athens/t'larke County Unified Govcrxtrttcnt,Georgia-Manage--3000 Athens/Clarke C=ounty Unified Ciovernment.(ieorgia-Manager- 1995 Aurura,Colorado -City Manager- 1989 Atn,tia. 'Texas-City Manager- 1988 Avondale, Arizona-City Mmi atger-20OU Aztec, New Mexico -C'tv Manager - 2009 The,Mercer Group,Inc.for the City of Delray Beach,Florida Page 4 I3ar�`-or. Maine-Ci College Park, Marv°Iand - City Manager 2004 C'ollell-N Park.. Maryland- City Manager-2002 Coliege Station. Texas- City Manager- 2006 College Station. Texas- Assistant City M<trlaL-Cr(2)- 2006 '-Colima,California-City Manager- 1998 Columbia- South Carolina-City='Manager-2009 Columbia. South Carolina-City Managger- 1997 Columbus.Georgia-City Manager- 199 Concord,:North Carolina -City Manager- 1999 Coral Springs. Florida- Assistant City Manager-2000 *C'otati, California-City 'Manager- 1997 Covington..Georgia- City Manager- 201 a C ovinl ton, Washington-Clity Manager-2006 C ulpe.per, Virginia-I own Manager- 2000 I�Daly>City,Califonni<s- assistant C:iq Manager- 1995 Danville, Kentucky -City Manager-2011 Danville. Virginia-City Manager- 1999 *Danville, Virginia -City Manager-2008 Davic.Florida-Town Administrator- 19Wy Dayton, Ohio- City Manager-2006 Davlon_ Ohio - Assistant City Manager 0-Ix-rations-21007 Dayton, Ohio -Assistant City Manageri'Fconomic Development-2007 Daytona Beach, Florida- City Manager- 20L12 Decatur Illinois-City Manager- 2008 Decatur. Illinois - City Manager- 1987 Deerfield Beach, Florida-City Manager- 1989 DeKalb, Illinois-City Manager- 1,998 Delaware,Ohio-City Manager- 1798 Delray Beach, Florida- City Manager- 1986) Del Rio, Texas-City Manaacr(Limited Scope Search)- 1995 Derby. Kansas -City Manager-?001 Dothan. Alabama - 6ty Manager-2002 Downer s Csrove_ 11 linois- Village Manager- 2005 Dublin,Ohio-City Manager-2008 Durham.North Carolina-C:it r Manager-2008 Durham.North Carolina-City :Manager- 2004 Last Point,Georgia-City Manager-2012 ruts[Point.Georgia-City Manager- 1999 East 11�)Int.Qeorgia-City Manager- 1996 l ata Clain:, Wisconsin-City Manager-1-006 Elkhart, Kansas-City Administrator(Limited Scope Search) - 2000 FIoy,Arizona-City Manager-2000 L:1 Paso. Texas- City Manager 2004 F.l Reno,Oklahoma-City Manager-2006 Enid, Oklahoma-City 1Vlanager- 1997 *17.ztcinitas,California-City Manager- 1999 Erie. Colorado-Town Administrator- 2011 Espanola.New Mexia)-City Manager _ 2008 The Iviercer Group, Inc.for the City of Uelray Reach,Florida Page 6 Estes Park. Colorado - Tovar Administrator-2011 Fugene. Oregon -Assistant City Manitger Eustis.Florida-City Manage,-3007 Evanston. Illinois-City Manager- 1996 Evanston. Illinois-.Assistant City:Manager }airfield,Iowa -City Administrator-`010 Fairmont.Minnesota-City Administrator- 1;988 *Favettevitle.North Carolina-2008 Federal Heigh'ts.Colorado -City Manager-'-f)07 Federal Heights,Colorado -City Manager-2004 Federal Way. Washington -City Manager- 1 9914 Flint. Michigan -City Adm..InIstrator-2001 I'lorence, South Carolina-City Manager- 1996 l=lorencc., South Carolina -City Manager-2011 Fort Lauderda1 .F iorida -City Manager- 1998 Form Smith,Arkansas-City Adminislrator--•2008 Fort Smith,Arkansas-City AdnuWstratar-2006 Fountain Hills. Arizona- Toti%,n Manager-2011 FounWn l IiIIS. Arizona-To%j n Manar-er-2002 Frankfort.Kentuc: y-City Manager 2003 Franklin Village. Michigan-Village Avdininistrator - 1998 Gainesville, Florida City Manager-2005 Gainesville.Florida-City Managw- 1995 Galesburg, Illinois- City Manager-2000 Gastonia.Forth Carolina-City Manager-'2'007 Glen Ellyn, Illinois -Village Manager- 2008 Ellen Ellyn. Illinois - Village Manager-2006 Glencoe. Illinois-Village Manager-2000 E;'Iendale. Arizona-Assistant City Manager-2010 Glendale:,.Art/Ama- Deputy City Manager- 2010 t riendaie. Arizona- De uty City Manager(" Positions)-2004 GEenview. Illino-is- Village Manager-2001 Glenwood. Illinois-Village Administrator-2008 Glenn Neighi.s, Texas-City Manager-2006 Cialdshirre. North Carolina-City Manager-201: Goldsboro. North Carolina-City Manager-2004 Goodyear, An7ona-City Manager-2007 Grand Island,Nehrw%ka-C ty Administrator-2007 Grand Ledge.!Michigan-Cit-y Administrator- 1999 Granville, Ohio- Tillage Manager-2005 Greeley.Colorado- Deputy City Manager-2006 Green Cove Springs, Florida-City Manager(Lirniteci Scope Search)- 1 997 *G'reenf eld, California-City, Manager- 098 Greensboro.North C'-aroiina-Assistant City Manager(Limited Scope Search) - 11196 *Greetwi"lit., :North Carolina-2007 C;ttlf'port.Florida-City Manager-2003 Gulfport.Florida-City:'Manager- 1989 C;VR Metropolitan District.Green Valley Ranch, Denver.Colorado- District Manager 2008 The Mercer Group,Inc.for the City,of Delray Beach,Florida Page 7 I lampton. Virginia-City Manager—2009 I lampton. Virginia -City Manager- 1984 Hampton. Virginia - .Assistant City :vianagcr �.Healdshurg,California -City Manager- 1995 1 lig,hlwid Park,Michigan- Interim City Manager-2002-2003 1 tigh Point.North.Carolina-Assistant City Manager Holland, :Michigan-City Manager-1011 1lo%v li.. Michigan- Deputy City Manager for Financial Services-2004 Huber Heights,Ohio-City Ma nagur-2000 Hudson, Ohio-City Manager- 1997 Hyattsville, Maryland-City Administrator-2010 independence,Mlismmri -:'Assistant City Manager Indian Rocks Beach,Florida -City,Manager(Limilcd Scope Search)- 1997 Indian [tacks Beach. Florida- Interim City Nianager(.Assist)-2005 Jndian Trail.North Carolina-Tomm Manager-2009 Jackson.Michigan -City Manager-2004 Jackson. Michigan -City Manager- 1996 Jacksonvilie.North Carolinas-City Manager- 2010 Jacksonville. North Carolina-City Manager-2005 Jacksonville.North Carolina-City Manager - 1998 Jacksonville, North Carolina- Assistant City.Manager—2007 Jer.Wy City. New Jersey''- Assistant.Business;Manager Johns Creek,Georgia- City Manager-2006 Johnson City, Tennessee-City Manager-2005 Joplin, Missouri - City Manager- 2004 Kc nt,Chin -City Manager-2005 Kent. Ohio -City Manager- 1997 Kettering.Ohio-Assistant City Manager Kingsport,Tennessee-City Mianaler-1999 Lakeland, Florida-City Manager-200 Lakeland.Florida- Assistant to the City Manager-2004 "Lakeport,C.'.01brniat-City Manager-2001 Labe Worth.Florida-City Manager•- 2009 Las Vegas,New Mexico -City Manager-2009 Launriburg.North Carolina-City Manager- 1999 Lapeer,Michigan- City Manager-2002 League City.']eras- City Manager-2012 t_eugue City,Tc xas- C'ity Administrator-2009 T,uague City,Texas-Assistant City Manager for Public Works-2009 League City,Texas-City Administrator-2004 Lee's'Summit, Missouri - City Manager- 2008 I..iherty,'Texas-C'ity Manager-2007 Littleton.Colorado- City Manager-2011 *Livermore.,California-City Manager-2000 :`Livennore,California-Assistant City Manager-2001 Longboat Key,Florida - l'owm Manager- 1997 Longboat Key,Florida- Towm Manager- 1993 Longboat Key, Florida - Assistant To-Am Manager— 1990 The Mercer Group,Inc.for the City of Delray Beach,Florida page t3 Ilros Altos. Calilarnia-City Mankeer— 1998 Los Angeles. California-Chief Lewislative Analyst-3005 Loijisville.Ohio- City Manager-2001 Lower'1+Ierion Township. Pennsylvania - Assistant Township Manager Macon,Georgia - C'hief' Administrative Officer-2008 Manistee.Michigmi- Cit. Manager. 2001 Marco Island. Florida-City Manager-2004 Martinsville, Virginia-C iq Manager-2001 lVlason. Ohio-City Manager-2000 Matthews.North Carolina- Tov--n Manager-2003 McAlester. Oklahoma-City Manager(Limited ScoN.Search)-2006 McKinney. Texas-Assistant City Manager-2006, Melbourne. Florida-City Manager-2002 Middletown,Ohio-City Manager- 1984 Middletown, Pennsylvania-Borough ;'Manager—22001 Midland,"I'cxas-City Manager— 2008 *Mill Valley.CallIbmia-City Manager- 1999 Minneapolis,Minnesota - Assistant City Coordinator Minnetonka. Minnesota-City Mariager-2000 Minster. Ohio- Village Administrator- 1986 Monroe. Michigan -City Manager�- 199 Monmouth, Illinois -City Administrator- 2007 Montgomery. Illinois-Village Manager- 2-000 Mooresville.North Carolina- Town Manager- '008 "'Morgan Hill,Califomia-CitY Manager- 1996 Mound, Minnesota-City Manager-2000 Mount.I lol ly_ North Carolina -City Manager-2007 Muscatine. Iowa-City Administrator-2009 Naples, Florida- City Manager- 2007 Naples.Florida-City Manager-200 lticgaunee, Michigan -C'ity Manager-300 Newburg lt,New York - City Manager-2010 Newport :News. Virginia-City Manager-2005 Norfolk. Virginia -City Manager- 1999 North Miami. Florida- City Manager-2002 Northglenn,Colorado-City Manager-2001 Northville Township.Michigan- •T'owztship.Administrator- 1999 North Mvrtle Beach. South Carolina-City Mtunager- 2010 North M�rtic Beach, South Caro ina-City Manager- 2003 North ,Myrtle Beach, South Carolina- City Manager- 1997 North Myrtie Reach. South Carolina- Assistant City Manager-2008 North fort,Florida Assistant City Manager(Limited Scope Search)-2003 North Port. Florida-Assistant City Manager(Limited Scope Scarch,)-2002 'I Novato.California - Ass,istaant City 1'vanager-2002 Oak Ridge.,Tennlsscc- City Manager-2010 Oak Ridge.Tenncssce-City Manager-2003 *Oakland Park. Florida-Assistant City Manager-2004 Oakland Park. Florida-t1,5-sistwit City Munuger—2002 The Mercer Group,Inc.for the Uty of Delray Beach,Florida - - Page 9 Oklahoma City,Oklahoma-City Manager— 1986 Oklahoma City. Oklahoma-Assistant City Manager Onvvnla.Nm%- York-Cite Manager-2012 Oriando. Florida-Chlef Administrative Officer-2005 Overland Park. Kansas-City Manager-2010 Oxf nd.Ohio-City Manager-2007 *Oxnard. California.-City Manager- 1997 Paducah. KentuckN -City 'Manager-2010 Paa€osat:springs. Colorado-Town Manager- 2008 Parker. Colorado-Town e wn Administrator-20A5 Pasadena,California-Assistant City Manager l coda, Illinois-City Manager-2008 Payson.Arizona-Town Manager-2002 'Petalunia. California-City Manager- 1996 Petoskey, Mich]gan - City Manager—'2009 Phoenix.Arizona-City Manager 1989 Pineville. North Carolina-T°c>v►rn il9anager-201? Piqua, Ohio - City "Manager-2005 Pittsburg. Kansas-Cite Manager-2012 Plainview. Texas -City Manager-2003 Pompano Reach. Florida- City Manager— 2009 Ponce Inlet,I°lorid a-Town Manager-2001 Port Arthur. 'Texas-City Manager-3011 Port Huron,Michigan-City Manager- 1997 T oTu,mouth. Virginia - City Manager-2000 '-Port,sniouth, Virginia - City'Manager 2009 Powder Springs. Georgia -City Manager-2006 Prairie Village. Kansas-City Administrator- 2007 Pueblo,Colorado-Assistant City Manager Punta Gorda, Florida-City Manager-2001 Ptmta Gorda. Florida- City Manager- I()r98 Pinta Gorda, Florida- City Manager- 1 995 (tuesta. bleu Mexico- Village Administrator- 2011 Raleigh.North Carolina- Assistant to the City Manager- 1971 Raleigh.North Carolina-City.Manager-2000 Raton. New Mexico-City Manager-2011 Reading. Pennsylvania-Managing Director-2003 4-Reno. Ne-vada-City Manager- 1995 Richland. Washington-City, Manager-2007 Richland, Washington-City Manager- 19108 Richland, Washington-City Manager(Limited Scope Search) - _7000 Richmond, Michigan-City Manager- 1998 Richmond. Virginia-Chief Administrative Officer-2009 Rin Rancho.New'.Memco -City Administrator-200: Roanoke_ Virginia-City Manager- 1999 Rock I fill,South Carolina- City Manager-2001 R(wk Hill, South.Carolina-City Manager- 199; Rockport,Texas-City Manager 2011 The Mercer Group,Inc:.for the City ot'Delray Beach,Florida Page 10 Rockville. Maryland - City- Manager 1998 Safety harbor. Florida-City,Managt r-2006 Saint Clair Shores, Michigan-City Manager-2013 Sandy= Springs, Georgia- City Manager-2005 San Diego. Calif'rtrnia- Deputy City Manager- 4988 *.%n Diego. California- Assistant City Manager-2000 San Jose.California- Assistant City Manager '-,San Rafae►,California-City Manager- 1996 *Santa Rasa.California- City Maanager-2000 Sarasota. Florida-City Manager-2+007 Sarasota, Florida-City Manager- 1()86 Sardtoga. California.-Otyt Manager-2000 #Saratoga.California-City Manager- 1997 Savannah_ Georgia- City Manager- 1994 S herid=_Colorado- City Manager—"01 I Sioux City. Iowa-Assistant City Manager Snellville.Georgia-City Manager-2008 *Sala im Beach.California- City 'Manager- 2002 South Brunswick Tovartship.Neu;Jersey-Township-Administrator- 1987 South heaven, Miebigan - City Manager- 1999 Southlakc. Texas-Assistant City Manager—2005 South Miami. Florida- City Manager-2010 South Miarni, Florida- City.Manager- 2003 Southfield. V-1ichigan-City Adminisirator- 1939 Sparks. Nevadaa-City Manager- 1989 Spartanburg. South Carolina-City Manager-2001 Spartanburg_ South Carolina-City Manager- 199.5 Spartanburg. South Carolina-City Manager- 1984 St_ Pete Beach.Florida- City Manager-2001 St. Petersburg. Florida- Assistant City Manager St. Petersburg, Florida- Deputy City MManager Public Works - 1988 Suffolk, Virginia-City Manager-2002 Sun-n lake Sebring>. Improvement District. Florida-General '1 onager-2000 Sun'n Lake Sebring Improvement District.Florida-General Manager-2004 .Stan°n Lake Sebring Improvement District,Florida-General Manager-2002 Sunrise, Florida- City Manager- 1989 Su., Valley. Idaho-City Adrr inisirator-2012 Superior.Colorado-Tow-n Manager-2006 Svvartz Creek,Michigan- City klariagcr-2000 1aos,New Mexico- City Manager(I..imited Scope)- 201 T akotmFa Park. Maryland - City Manager-2013 Takoma Park,Maryland-Oty Manager-2004 Talladega. Aiab4arna.-City Manager-2008 Tal ladeea_ Alaahaarna - C'ity,.Manager-200 TUIlahassee. Florida-City Manager- 1994 Temple,Tcxas.City;Manaagex-2004 *'bite Sea Ranch-Commun y Manugcr-2W,2 *1 buron,Calithmia-City AMankger—2000 The Mercer Group,Inc.for the City of I)elray Beach,Florida Page 11 Tifton.Georgia- City Manager -- 2007 Tifton. Georgia-City Manager- 1996 ['hnnat.h.Colorado-I own Manager-2011 Tipp City.Ohio-City Manager-2008 Topeka. Kansas-Assistant to the Mayor Topeka, Kansas-Chief Administrative Officer- 2IM2 7'racy. California- Deputy City Manager- 11499 1'ra erse City. Michigan-City Manager- 1987 Treasure Island, Florida-City Manager-2004 Treasure Island, Florida-City Manager- 1996 Trophy Club.Texas-!'own Manager-2010 Troy. Michigan-City Manager-201 Tucson.Arizona-City Manager-2004 Tucson,Arizona-Assistant Citv Manager *i!nion City. C:'alifornia- City Manager— 19+95 Union City. Georgia -City Administrator 2007 University City, Missouri -Cilti 'Manager- 200 Vero Beach,Florida-City Manager- 2004 Villa I'ark. Illinois- Village Manager-2011 Virginia Beach.Virginia -City Manager- 1991 Virginia Beach. Virginia- Deputy City Manager- 1997 Wentzville.Missouri - City Administrator- 201' Wentzville. :Missouri-City Administrator-201 West Ilartford.Connecticut- Assistant City Manager Westminster. Colonado-City Manager-2000 Westminster. Maryland- City Administrator-2046 %Vest Palm Beach. Florida-City Manager- 1988 Westerville.Ohio- City Manager-2007 ' hitc House. Tennessee -City Administrator-2012 W-!rite I louse. Tennessee-City Administrator-2-005 Wichita_ Kansas-City Manager(Limited Scope Search)-2008 Wichita Falls. Texas-City Manager- 2005 ,X'ilmington,'vorth Carolina- City Manager-27002 Wilmington,North Carolina- Deputy City Manage--2003 Wilson. North Carolina-City Manager-2004 Winchester..Virginia-City Manager-2011 Winter I laven- Florida -City Manager-2001 % inter I liven. Florida -City Manager- 1 986 Wood-stock.Georgia-City :'Manager- 20445 Worcester. Massachusetts-City Manager:- 199-3 Worc:esier, ?Massachusetts-Assistant City Manager Worthington. Minnesota-City 'Manager- 1988 Wturthington. Ohio- City Manager-2007 1,Vyl ie.Texas-City Manager-2004 Yankton,South Dakota- City Manager-2012 York. Pennsylvania- Business Administrator&Assistant Solicitor-2000 The Mercer Group,Inc:.for the City of Delray Beach.Florida Page:12 Couny,,ManaeerslAdministrators Alachua County. Florida-County Manager - t 999 Alachua County. Florida-County'Manager- t 484 Arapahoe County,Colorado-County Achninisteaator- 1999 Athen:9XIarke County Ctnified Government,Georgia- Manager- 199; AthensfClarkc County I in]fied Government.Gety-gi:a- Manager-20011 Beaufort County. South Carolina- County Administrator- 1992 Remalillo County, New Mexico-County Manager-2011 Rroward County. Fiorida-Assistant to the County Administrator for Affordable Housing-2004 Butler County--. Uhio- County Administrator-2011 Charleston County, South Camlina-County Administrator-2008 Charles+on County, South Carolina-County Administrator- 1998 Charlotte County.Florida-County .),dininistrator-2002 Charlotte County.Florida -County Administrator- 1995 Chesterfield County. Virginia-County Administrator 1983 Clarke County,Georgia-County AdministrdtoT- 1984 Collier County. Florida- County Admministrator(Limited Scope Search)-2000 Desoto County. 11orida - County Administrator-2005 Fairfax County. Virginia -County Fxtcutivc- 1980 Oastr►n County,North Carolina-County Manager- 2013 Grady County,Georgia- County Administrator(Umited Scope Search)- 1999 Gwinneit County. Georgia-County Manager— 1987 Gw inneil County, Georgia-Executive Assistant to the Beard - 1985 Hamilton County. Ohio-County Administrator-2005 l lenrico County, Virginia-Assistant County Manager 1 lenry-County,Georgia-County Administrator- 1984 1lernando County. Florida -County Administrator-2000 Ilillsborou jm County, Florida-County Administrator- 1986 Hillsborough County, Florida-Deputy County Administrator- 2004 Hillsborough County, Florida-Assistant County Administrator for Human Services-2004 Hillsborough County. Florida-Assistant County Administrator for Development and Infrastructure-2006 Horny,County, South Carolina-County Administrator-2009 Indian Rivcr County, Florida-County Administrator- 1987 Jacks-on County, Missouri-Chief Administrative Officer-2007 J:acksort County-_ Missouri -Deputy Chief Administrative Officer-2007 Jellirsnn Parish. Louisiana-Assistant to the Parish President Johnson Cuun0% K=sas-County Adminis rator- 1998 Lee County. Virginia-County Administrator- 1991 Leon County, F lorida- County Administrator- 1484 Leon County. Florida- Assistant County- Administrator- 1989 Long, County. Georgia- County Administrator-:2009 Los Alamos County,New Mexico- County Administrator- '003 I os Alamos County, NmN Mexico-Gaunt}Administrator- 1998 Lowndes County,Georgia-County Manager-21001 Manatee County,Florida-County Acrdministratot- 1993 Manatee County.Florida-County Administrator-- 1984 The Mercer Group,Inc_for the City of Delray Beach,Florida -- Page 13 Martin County, Florida-:'Assistant County: Administrator-2006 Mesa C ounq Colorado -County Administrator- 2011 'N-ashvillc.Maaxidson Cuutnty . Tennessee -Assistant to the Mayor Northampton County, Virginia- County Administrator- 1 X199 *Nye County. Nevada-County Manager- 1998 Oconee County,South Carolina- County,Administrator-2010 (range County. Forth Carolina-County Manager- 2009 {'fringe County. ?forth Carolina-County Manager- 2006 orange County. ?north Carolina-County Manager- 1987 Osceola County, Florida -County Administrator-2003 Pahn 13mh County, F]orida-County Administrator- 1985 Park County,Colorado-County Administrator-2011 Pinal County.Arizona-County Manager-2013 Polk County. Florida-County Administrator- 1989 Prince %killiani County, Virginia-Count} Eximutire- 1990 Ramsey County. Minnesota-County Manager- 1999 Richland County, South Carolina-County Administrator 2006 St. Louis County:,:Minnesota-County:Administrator- 1987 Santa Rosa County. Florida-County-Administrator- 1988 Sarasota County. Florida-County Administrator- 2011 Spartanburg County. South Carolina -County Administrator- 1999 Stafford County- Virginia-County Administrator- 2002 summit County.Colorado -County Manager- 2007 Summit County.Colorado -County Manager-2001 Sttn'3ter County. Florida-County Administrator-2011 Sumter County, Florida-C:otunty Administrator-2005 Sumter County. Florida - Interim Assistant County AdtninistratorA(iministrative Services Director-2006 Sumter County. Georgia-County 'administrator- 2011 Union County.North Carolina-County Manager-1-008 Union County. North Carolina-Count}'Manager- 2001 Union County, North Carolina-Assistant County Manager-2007 Volusia County. Florida-County 'Manager- 1995 Wisc County, Virginia-County Administrator-2001 BALANCE OF THIS PAGE INTENTIONALLY LEFT BLANK The Mercer Group,lnr.for the City of Delray Reach,,Florida Page 14 REFERENCES Mayor Alonzo King City o3'Cooldiboro; population: 38-3 131 City° 11all.200 North Center Stmt Goldsboro..,NW 27530 c o mhre4tie�Ta dpi. coldtiln�►ts�,rac,us Cit%• Manaaer.Search _ -- Mayor Toni Bechar City(of Oak Ridge;population: 27.378 200 W Tulane Avenue (.7ak ltidg�. '1'J 37x;0 863-435-343'_' tbeehsn.0 !TLH.i� City Manager Search Ms- Hydie Poacher. S1111R, Director of']luman Re:�:twec s; Clerk of the Circuit Court_ Sarasota County. F1.:population 382'13 2000 Main Street SarasouL Fl. ;423'_' 941-861-7618 cpeachen •k�ct Din xtor of intcrnaI Audit Scareb Mayer Wes Perry City ol'Midland: population: 103.880 300 N Loraine/, cnue Midland.TX 79701 432-686-5000 w ewiw-c giresourecs.cown City Manager Search )mayor(Dr.) Robert Cluck City of Arlington.- population: 364,000 101 W Abram Street Arlington.TX 76004 817-459-6122 r�ilyc:rt cluck' arlinV_ont%-9I w C by Manager Search Ms. Su.SSm Goebe!-Canning„ [).rector of Environmental Services I Icniando County Florida:population 172.778 21 030 Cortex Boulevard Brooksville, F I. 34601 352-751-4368. ext. 35142 ?��:'i7f�T1��i,t�!!°C4l.I�_l'I•I1i13�416 7.�1.U Fngineerinl3 Division Manager Search The Mercer Group,1rte.For the City of Delray Beach,Florida _---- Page 15 J:arnc-s B. Allen Sec etar'+'Txecutive Director C ornnionuaalth of Pennsylvania Pennsylvania Municipal Retirement System 1010 7'h Street, Suite 30 1larrishurg-.PA 17102 717-787-2065 SecretaryfExecutiv. Director Search May(w Marilyn Hatlev City of Kurth Myrtle Beach; pop.ulation: 15.000 1018 Second Avenue South North rile Ruch. SC 29582 84:3_280-5526 ttaayorlaaticvw n-m�rtie-bcaeh.se.us City Manager Search Mr. Russell Blackbum. City Maraiger City ol'Cd nesville:population: 124.354 200 East University Avenue Gaines,ville. 1'L• 32001 352-334-5010 lrlackhurnrdw eihofk aintsi ille.or� City Search. Risk Management Director Search; Utility Communication Director S-earch; Utility B.naineer Search Mr. Ron Scott.City Manager City I)t'Danville; population: 16.218 445 W Main Street Dwiville. KY 40423 853-238-1200 r:; uffu danvillckv.org City Manager Search- Chief u1 lolice Search Ms. Kristy Stallings. Deputy City Manager Cit}'of Overland Park;population:275.000 8500 Santa Fe Drive {)v rland lark. KS 66212 913-895-M52 52 krastv.%t allingsiu unkxnsaa.org Manager Search The Mercer Group, Inc.lbr We City ol-Delray Beach,Florida Page 16 Ill. SERVICES.TIMELINE,AND FEES Our Firm's Approach, Work Plan Tanal Eanl►loa<m€nt Opportunity Statement, Timeline of Acth itv Pursuant to Scope of Services and Fees A. Proiect Understanding and Annronch It is nut undersuanding that Delray- Beach is in need of 1`xecutir a Search Services for City Manager Recruitment. It is our understanding that the scope of wo& search and recruitment semices shall include,but neat be litnited to.the follu%-ing: • De1°ataing the position profile. • Sourcing qualified candidates, • Evaluatim,prospective candidates. • Selection and empInvinent. iIr alJeetives that we will meet in order to Find the best qualified candidates for the City Manager position are as follmvs: • To conduct tin-site needs assessment for the nev4 City Manager. • To develop a comprehensive position profile. • rt) t'ncouragk top level people to apply who would otherwise be reluctant to respond to an advertisenlent. + To save a considerable a,muol of the City Cbimr liss'ion's time in cstaW ping a position profile and reviewing applicants. • To comply with appropriate personnel regulation% and state laves (i.c.. EEO. A.iinnativ e Action and AI)A). • To independently and objectivcly asses the qualifications and suitability of candidates liar the position- • To recommend a pool of finalist candidates to the City. To coordinate.finalist candidate interviews with the C"ily. • To mail an information,racket supplied by the City to all qua5ficd applicants. To respond to all candidate inquiries and produce all corresponderwe during the- search_ • To preserve the confidentiality of inquiries to the degree:possible under Florida law. • To assist the C'ity vi reaching a Final decision. • To assist in negotiating a compensation package ,%rith the successful candidate on behalf of the City. • To keep the- City closely inv(Aved in key decisions and infurnied of our progress. 7 lie scope of the project will be su#ficientl} broad and in-depth%o as to meet the requirements of Delray Beach. Our approach and stele are interac:tivc; Av form a partnership with our client to conduct a prgject from which Delray Bcach will benefit through case of implementation. The Mercer Group,Inc.for the City of Delray Beacb,Fiorida I'age 17 B. Work Plan; Clutryaclh,Candidate Screcninz Background Work-,lntenjew & Follow Up We rcoonimend e.seven (7)-step search process as follows. I. Position Analysis : We will define work relationships.job qualifications and require- ments fiir die:position -the "Position Profile". 2, Recruitment Process - We will recruit State-aide. regionally, and notionally for the position and network to locate qualified candidates. 3. Resume Review-- We will identify qualified candidates. 4. Candidate Screeninz-We will thoroughly screen prospective candidates. Ji. Background Investigation- We v4ill thoroughly evaluate prospective candidates. 6. 1 nterview Process -We will make recommendations and assist in sseiection. 7. Notintion and )Hollow-up - We will facilitate employment and follow-up to ensure complete integrity ofthe process. 1. Position Analysis 'Vvc ~will have extensive consultation -%Ath Delray Beach's City Commission and!dr key staff as well as other individuals or groups (as the Commission wished) to determine the City's vi.slonimi-mion. goals and objectives, the needs and issues. requirements of the job. and to obtain information about the environment within which the position functions. During this process, we will initiate individual interview°s with citizen organizations. department hefids and key staff,and others of'your choice to identify expectations,perceptions, and concerns rc ardint,,the position, In addition. we will spend a considerable amount of time at the beginning of the process with the City Commission in order to determine the level of experience and training nee-ded. As noted curlier. Mr. Higginbotham's 0 years of local government experience snake him uniquely qualified to lead this search for the new City'Manager. Based on those meetings. we will prepare a draft position profile and review- it with the City C.'ommission in order to arrive at a general agreement regarding the specifications. for the position. The final position pro-rile will include information about Delray Beach. the City ("IOrnmission, staff. major issues to be faced, the position, and the selection criteria established. Z. Recruitment Process Because we have recently completed :similar searches, vve will first review our database to determine those candidates whom we may. already, know andlor already have on file who inay meet the City's specifications. Although this process is valuable, we will rely most heavily on our own contacts in the administrdticm.'managemcnt field and can our own experience. Through "networking" we will Conduct a naticne-wide search for the hest qualified candidates and invite them to apply fi>r the position. Based on our discussions with Delray Beach's Conunission, we will place ads in professional journals. on;ine at appropriate websites that specialize in and attract high quality management atteii tion..and in various minoritw and women's publications to encounige applicants to apply. The Mercer Group,Inc.for the City of Deli say Beach,Florida __. Page 18 3. Resume Review. Wee will review and analyze each applicont's background and experience against the position description criteria. We will acknowledge all rersuntc:s rcceiv°c%A: and keep candidates informed of their status. 4. Candidate Screening Criteria for the preliminary screening will be contained in the approved "Recruitment Profile They may include such iterns as education. technica knowledge. experience. accomplishments. management style. personal traits, etc. Screening of candidates against those criteria will be bASC-d on data contained in the resumes and otlwr data provided by the candidates and o,ri our knowledge of the organizations in which they work_ At this stage. each must meet the tninimum qualifications specili d in the Recruitmcnt Profile. 1)ir'e; will be responsible for screening the applications received. This initial screening will be conducied by Mr. Iligginhotham (lead recruiter) by telephone with the prospective candidate. We vvlill cx)nduct interviews with re(i renccs who may know the candidate's background and expertise by telephone. Where feasible, vve %ill also conduct personal Bice-tai-face interviews with top candidates. Once the initiai screening is completed, we will select the prospective candidates who mast closely match the criteria established by Delray Beach. The output of this step in the process will be a matrix display° of the top candidates shovkrying hove each rates against the selection criteria established by the City_ This matrix vwill be reviewed with Delray Beach's City ('ommission in group and or individual meetings and guidance ob,tainc:d prior to proceeding. One contingency here is that the City may, not approve of any of-the candidates. if that should occur.we would, of course. keep searching until the City°s needs are clearly met. Amer review by Delray Beach. we will personally interview each candidate using various iniervie:w techniques. We will closely examirie theirexperience.qualifications and achievements in vievv of the selection criteria and our professional expertise.in evaluating the quality of such qualifications and achievements. We also request that all candidates provide us, in writing, substantial information about their accomplishments and their txtanagemrnt style,and phile+sophyz this intormation will be verified. 5. Background Investigations As part of our process in evaluating top candidates, we mak-c detailed and extensive reference checks. In condw:ling these, it is our pr-autice to speak- directly to individuals who are now or have previously been in a position to evaluate the candidates job nert`or ianc e- The Mercer Croup,Inc.for the Cety of Delray Beach.Florida __ Page 19 We ask each candidate to provide us with a large number of references. We then network these references to other persons who know- the candidate. In this way. we thoroughly evaluate each candidate. 'We have had occasion to talk to more than 20 references concerning a single finalist candidate. These; references and evaluations are combined to provide: t"rank and objective appraisals of the top candidates. We also verify past employment difficulties. if any. including reasonable due diligence on any legal action filed against current or former employers. As part of our ,.valuation process. we v°erif, undergraduate and graduate collet a degrees. We zn:.mge for credit checks. criminal checks, and, as an additional option. can arrange: for psychological for similar) testing,of the candidates that may be desired. As a purl of this praiect we can provide the results of a manaf ement style inventory on the finalist candidates. We can ahso conduct a Myers-Briggs analysis oaf the team with the new team member for tram building purposes(these: ma. be extra cost items). We will present and discus,-5 background investigation criteria with the City°which will make the final decision on which candidates to interview. 6. Interview Process Rascal can the preceding steps. a recommended list of finalists For the position of City Manager will be compiled. We will prepare a written summary on each finalist. The information will c(_+ver, but not be limited to, 1) present position. 2) total years experience, 3) salary requirements, 4) education. 5) previous positions held. 6) notable projects, 7) management. style.. 8) shills and abilities. 9) interests.and 10)professional goals- This information will be presented to Delray Beach's City Commission in a detailed wTitte°n format combined with the results of the backgnwnd investigation and candidate screening. We will make a recommendation on a group of finalists, the site of which as directed by the City. Delray Reach's City Commission shall make the final decision on which and how many candidates will be interv=iewed. Our report will be presented in a meeting, in which we will discuss our recommendations and provide: background information, ;ample questions and a rating form flor the interviews. In particular. we will explain which. if any, of the applicants specifically meet the total criteria established by. the Council or whether the final group simply represents the best available talent. We will also provide the City Commission with our recommendations relative to timing, sequencing;. location, setting, f0nnat, and conduct of interviews with the finalists. We will provide information about trends in employment, employment contracts and agreements. relocation expenses. perquisites appropriate role for spouses, receptions. etc. We will wrange schLdulcs far top candidate interviews and will coordinate:the process. 7. hieeotiintion and Follow-up We vvill also assist in the negotiation process relative to salary. benefits and other conditions of employment. We feel that we can be especially helpful because we have proposed a fixed fee rather than one bagel on a percentage of salary_ One contingency here is that an agreement may not be able to be arrangod. lfthat is the case, we will work w-ith the City Commission to select an alternwe candidate. The Mercer Group,Inc.for the City of Delray Beach,Florida Page 20 We tell] properly handle any and all media relations. Unless otherwise directed, it is our standard practice to tel l all media that we are working on behalf of the Cit. Commission and that any public statement should come directly from the Commission. We will maintain Confidentiality of candidate information,as pt?ssible,under FlOnida late. Finally, we will. notify by letter all unsuccessful candidates who were not recommended ibr interview with the Delray Beach C'it%. Commission of the final decision reached. We suggest, however that it is more proper for the Commission to directly notify all unsuccessful candidates whom thev interviewed of the final result. We will keep the City Commission elcasely informed and involved in decisions concerning the search process at all times. We will prepare and send weekly c-snail updales, and a formal progress report at the mid-point of the search. I'ne%c reports will contain a progress report on the recruitment and sNei fir steps to be taken to meet the City's deadlines. Support ftom Delray Beach N%ill he needed. as follows: • Arranging interviews with Delray Beach's City Commission, staff and other as desired. • ProvidinS budget.organization charts and other documents. • Person and Place of contact for the search. C. F.uual Employment Opportunity Statement It is the polies= of The Mercer Group, Inc.. to assure equal opportunity based on ability and fitness for all cmployccs or applicant`s considered for our client organizations regardless of race. color. religion, sex. age, marital or veteran's status, national origin, or the presence of any° sensory. mental or physical disability. Such polic; shall apply. but not bi limited to. hiring, placement, job classification, transfer or promotion. demotion, recruitment. advertising or solicitation for employment, rates of pay or other forms of compensation, selection for training, career development,layoff or termination. This policy shall be disseminated its clients, subcontractor~, suppliers and prospective applicants. The intent of this Policy vvill apply to internal operations. recruitment and consulting activities conducted by our firm. BALANCE OF PAGE IN'TEN'FI ONALLY LEFT BLANK The Mercer Group,lnc.for the City of Delray Beach,Florida --`� Page 21 D. Project Schedule and Timeline(subject to approval or modification by the Cih.-) DELRAY REACH CITY MANAGER SEARCH kickoff Mci:ting with the City Commission One week followint award (Assume agrecinerrt.approved con July 15) acid execution cif agreement liueneiew=s.'Con.sultaiion.%with C'itr f_ommi4sion. Staff&Others to Develop Characteristics July 23-24,2014 and Attributes ofa Successful Candidate. Develop Compensation Package and Job Description. Approve R4:cru:atment Materials Julv 31,2014 .'access Data Raw for'[argeted Recruitment of Qualified(individuals and Place Ads August 1.2014 Send Recruitment Brochure4nv-itation Vetter August 1.2014 Outreach Telephone Calls Atigust 1=1-9. 2014 Acknowledge Receipt o1'Application Materials As received Cutoff Tate for Receipt of Applicatioiis August 29, 2414 Screen Appiicatiorts Against Selection Criteria iuiil Consultant -interviews o1'Tcop Candidates Ongoing to August 29. 2014 Meet with the Cite=Commission to Revitnv Top Candidates and Assist in September 5. 21 14 Selection of Finalists C:onducc Ref rcnce and Background Checks September 8-19,2014 Send Into ri ievv Guide to the Cih Commission of Selected Finalists September?4, 2014 Conduct Interview.%of Selected finalists September 2526-2014 ktake Selection September 215,2414 Negotime Agrocnient Week.of September 29, 2414 Notify Candidates Not Selected At close of search process IV Mercer Group,Mr.for the City of Deiray Beach,Florida Page 22 E. Cost Proposal for Professional Recruitment Services for City Manager The Mercer Group, Inc. proposes a total fee, including all expenses, for the Executive Search/Recruitment Services as a fixed amount of S14,750. There will be NO additional costs or expenses paid to The Mercer Group,Inc.for our services. lterns and their associated costs for our sen vices are as follows: Position Analysis.............................................................. $ 1.7-50 Outreach Campaign............................................................ 2500 Resume Revieww................................................---------........ 2,500 Candidate Screening............................................................ 2,750 Back-ground Investigation...................................................... )_250 Interview Process............................................................... 1.500 Negotiatk)n and Follow-up................................................... 5)00 ToTL FEE.........................................................$fi,_7iu The costs for final candidates to travel to Delray Beach for interviews, as the City C:ommiRsion desires, are not included. Such costs are normally paid by the client on a reimbursement basis, directly to the candidates. These crests are extremely difficult to citimatc because the? depend on where the candidates are located. In general, out-of-state costs run about $600 to $750 per person. Delray Beach's liability to `I'!te Mercer Group, Inc.. for services rendered under our agreement will not exceed the agreed upon price as stated above. We will submit regular invoices for our fees. It is our practice to bill one-third at the start of the search. one-third upon delivery of the semi-finalist application materials, and one-third upon selection of'the successful candidate. We will comply with all applicable laws, rules and regulations of federal, state and local government entities. Our ability to carry out the work acquired will lie heaviiy cic:pctident upon our past experience in providing similar service,to others.and %re expect to continue such wort~, in the future. We Null. to the degree possible. Preserve the confidential nature: of any information received from you or developed during the work in accordance with our professiona;standards. We assure you that we will devote our best efforts to carying out the engat cment. The results obtained. our reconuncndations and any written material provided by us will represent our hest judgment based on the information available to t+s. Our liabi ity. i�'anv, will not he greater than the amount paid to its for the services rendered. The hourly rate for any services the City might request outside the scope of items set torth in this proposal is$125.00 per hour. This proposal constitutes the agreement between us- It cannot be modified except in writing by both parties. Our agreement will to interpreted according to the lab's of the State:of Florida. The Mercer Group,Inc.for the City of Delray Beach,Florida Page 23 F. Additional Activities that Might he Helpful to the Recruitment and Selection Procem As Noted above, we can provide the results or a Management Style Inventory on the fatalist candidates. We can also conduct a %, 4)crs-Briggs analysis of the team with the new team incmK-r for team building Purposes.. (These may be extra cost items.j G. Proposal Acceptance This Ails; 10. 2014.proposa is accepted for the City of Delray Reach by: SIGNATURE: NAME: '1TTL1 : DA'11. BALANCE OF THIS PAGE IN'I'FNTIONA3..LY LEFT'BLANK The Mercer Group,Inc.'iir the City of Delray Beach,Florida Page 24 THE MERCER GROUP,INC. GUARANTEES 11. The ten (10)V uarantecs of our search work am explained below: 1. Client Organization: The client is defined as the entire entity.including all deparfanents, divisions_ sections and groups. This assures That all of our guarantees apply to the entire client.organi/.ation. 2. Two-'Fear Off limits: We Nvill not recruit candidates from a client organization for two years after completion of a search assignment without the full agreement of the client. 3. I<�lacement Off Limits Forever: We will never recruit a candidate whom we have placed in a client organization as long as he/she is employed by that organization without the full agreement of the client. 4. Continue the Search: Jr. liar any reason. the client does not feel comfortable sclec,-zing a candidate from our original recommended group of candidates. we will continue the search until the client can make a selection. 1. Replacement of Successful Candidate: If the:candidate we place with the client heaves the client organization for any reason during, the 24 month period follo,%king the date of plauanent with the client. we will replace the candidate for the out-of-pocket expenses only (there will be no professional fees)that it costs us to make the new Placement. G. Parallel Candidate Presentation: We will not present a candidate simultaneously to more than one client. This permits our firm to represent line client organization without any conflicts of interest_ 7. Client Conflicts: I1'asked, we will disclose to our clients the names of the organizations which are "Off Limits" that logically would be target organizations on the new search assignment. S. Deceptive/Misleading Search Techniques: We corm-nit to our clients and to our prospective candidates that we will not use any search techniques which may be considered as deceptive or misleading. 9. Resume Floating: We will not float resumes to organizations in the hopes that we can collect a The if that individual is hired. 110. Riot Repmsent Individuals: We assure our clienLs and individuals who may became; candidates that we will not collect a fee: from candidates whom we may recommend for a position. The Mercer Group,Inc.for the City of Delray Beach,Florida Page 25 1. Sample Agreement AGREEMENT This At;RETIMI.NT. made as of this_ day of . 20147 by and between THE MERCER CROUP, INC.and Delray beach. a govem.tnental corporation. W I`t'l'RESSETH: V+ HERI_AS. Delray Beach (hereinafter referred to as the "CiV. ) has made a REQUEST FOR PROPOSAL, to hire an executix-e recruiter to conduct a search for a City 'Manager for the City and W1- UREAS, Thc;Mercer Group. Inc. (hereinafter referred to as "Mercer") has submitted a proposal in response to the City's request_ and WH1 RL:AS. the City has selected Merc:ees proposal as the proposal which best meeLS it.-, needs .and the City desires to hire Mercer to conduct the City's search for a new City Manager. and WHL'RLAS. 'Mcrct-r desires to assist the City in conducting the: City's search fi)r a City Manager. NOW THEREFORE. in consideration of the follo,,kine mutual covenattis and other good and valuable consideration. the receipt and adequacy of which is hereby acknowledged by all parties hereto. Mercer and the City hereby agree as follows: 1. '#+mercer agrees to provide services and support to the City in the conduct of the City's search Liar a City Manager. Mercer agrees to conduct the C'ity°"s project in accordance with scope of services outlined in its Proposal to the City dated July 10. 2014. in response to the City's request. 'Mercer's proposal is incorporated by reference and thus made a part.ol'this Agreement. 2. The City agrees to compensate Fiercer lur its services in the amount of$14,750 for professii.nal s ices. including all expenses, to conduct the search. Payments to Mercer are to be made as outlined in Mercer's proposal to the City. 3. T,te City and Mercer bath agree that this Agreement shall be governed by the laws of the State of Florida. 4, SUNSHINL LAW. As `Merccr"s role: is it) screen applications and ma ke recommendations for the position of-City Manager, Mercer acknowledges that h will be subject to,and u711 comply with,Section 286.01, Florida Statutes. The Mercer Group.1nc. for the City of Ueiray Beach,Florida Page 26 Agreement Continued: a. Y(_'111.1C RECORDS. Mercer shall comply with the requirements of 1°lorida"s Public Records law. In accordance with Section 119.070 1, Florida Statutes, Mercer shall (a) keep and maintain public records that ordinarily and necessarily would be required b% the City in order to pertorm the service under the contract:tn1 pyre ide the public: with access to public records on the same terms and conditions that the:City would provide the records and at a cast that does not exceed the cost provided under Horida's Public Records law; (c) ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by yaw; and (d) meet all requirements for retaining ,public records and transfer. at no cost, to the City all public records in possession of the Mercer upon terntination of the contract and destroy any duplicate: public records that are exempt or confidential and exempt from public records disclosure requirements. All records stared electronically must be provided to the City in a format that is compatible with the inibrmation technology system of the City. +6. The City and Mercer both agree that in the event that any dispute arises between the parties, the complaining party shall promptly notify the oilier of the dispute in writing_ Each party shall respond to the cther party in writing within ten (10) working days of receipt of such notice. 7. The City and Mercer both agree that any amendments to this Agreement shall be made in writing, and executed by bath parties. No proposed amendment which is not in writing;and executed by both parties shalt atTect the terms of this Agreement. 8. The parties shall have the night at either party's convenience to terminate this Agreement fnliowing five(5) clays written notice to the a#fec-ted party. Should either party terminate this Agreement the City shall only be obligated to pay Mercer for those service already provided. DELPULY If FAC:H BY: ATTEST: THE NfERCER GROUP,INC:. BY: W. D. Higginbotham,Jr. Senicrr Vice. President 'Phe Mercer Group,Inc.for the City of Delray Reach, Florida Page 27 'I'iie Mercer Group, Inc. CITYOF DEYABAYBEACH Executive Search and Recruiting Services CYrVAL4LNAGER The NePver Group, beg Why Should Delray Beach Select The Mercer Group, Inc. *Note: All page numbers refer to our Ju1y10, 2014, Proposal Oualifications and Staffing The Mercer Group, Inc. has been in operation for over twenty four years with our corporate headquarters in Atlanta and with offices in thirteen (13) States, including Florida. The Principal Project Manager for this recruitment project will be W. D. Higginbotham, Jr. and he will serve St Pete Beach's Mayor and Members of the City Commission from our Seminole, Pinellas County, Florida location. Mr. Higginbotham has over 30 years of public sector management experience, 23 of which is in Florida; 12 of those as a successful City Manager including City Manager of three Florida Coastal Cities. Understandine the Proiect (game 17) Services required include, but are not limited to position analysis and preparation of position profiles, recruitment for the position,inviting potential candidates to apply,reviewing and screening applications, conducting interviews, reference checks and background checks of selected candidates, recommending a list of final candidates, coordinating final interviews, negotiating, and following up. Our Approach and Our 7-Step Search Process As noted on page 18, we recommend a seven (7)-step search process. Item 4 on page 19, Candidate Screening, is handled personally and thoroughly by Mr. Higginbotham. Schedule The proposed schedule on page 22 provides for the new City Manager to be selected by the Mayor and City Commissioners by September 26, 2014. Reasonable Fees (pate 23) Our fee,including all expenses, is a total flat fee and will not exceed $14,750. There will be NO additional fees/costs or expenses paid to The Mercer Group,Inc. 2 The 1'fer'eer Group5 Inc. Guarantees We make ten (10) guarantees of our search and recruitment work. The ten (10) guarantees are listed and explained on page 25 of our proposal. Five of the most important are: 1. We will keep working until the placement is made. 2. We will never recruit a candidate whom we have placed in a client organization as long as he/she is employed by that organization without the full agreement of the client. 3. We will not recruit other candidates from your organization for two years after completion of a search assignment. 4. We will not present a candidate simultaneously to more than one client. This permits our firm to represent one client organization without any conflicts of interest. 5. If the selected candidate leaves your employ within the first two years, FOR ANY REASON, we will redo the search for expenses only;NO FEE for our services. We look forward to being of service to the City of Delray Beach and the Mayor and Members of the City Commission. THE MERCER GROUP,INC. W.D.Higginbotham,Jr.Senior Vice President 9123 Cherry Trace Seminole,Florida 33777-1150 727-214-8673 WDHie¢inAmerceraroupinc.com www.merceriEroupinc.com 3 S. RENEE NARLOCH & ASSOCIATES i I'L.�:',::'_''.'J.c:.EAEC:TNE.'PECrcliTl,•.!ff�I A ?POPOSAL TO CONDUCT EXECUTIVE RECRUITMENT SERVICES FOR THE CITY MANAGER ON BEHALF OF THE CITY OF DELRAY BEAC;1, FLORIDA S. RENEE NARLOCH, PP.ESIDENT 2910 Kerry Forest Pkviy D4242,Tallahassee,FL 32309 P 850.391.0('00 I F 850.391.0002 infa7,srnsearch.com 1102 S.Austin Ave 110-295,Georgetown,TX 78626 P 512-843.5439 1 F 850.391.0002 infotmownsearch.com v✓w msmsearch.com S. RENEE NARLOCH & ASSOCIATES July 11,2014 Mr.Noel Pfeffer City Attorney City of Delray Beach 200 NW 1 st Avenue Delray Beach, FL 33444 Dear Mr_Pfeffer: We appreciate the opportunity to provide the City of Delray Beach with a proposal to conduct a search for City Manager. Our proposal includes an overview of our qualifications and costs related to our services With respect to this recruitment for the City of Delray Beach,you should know: ,Pi' S. Renee Narloch & Associates has extensive experience conducting quality searches that result in the placement of candidates ideally suited to clients' needs. S. Renee Narloch & Associates was recently incorporated in the State of Florida and is a small, woman-owned business. For the last ten years, Ms Narloch, President, has served as the Senior Vice President of Recruitment for a nationwide public sector consulting firm, responsible for recruitments in 40 states, including Florida. Her career in public sector recruitment spans over 25 years, during which time she has participated in hundreds of public sector searches nationwide. Ms.S. Renee Narloch, President, has extensive experience conducting public sector executive recruitments throughout the nation, including more than 400 searches for clients such as the City of Fort Lauderdale,FL (City Manager; City Attorney; Building Official); Town of Palm Beach, FL (Town Manager), Town of Jupiter,FL(Town Manager);City of Miami Beach,FL(City Manager in 2002 and 2013); City of Ocala,F' (City Manager); City of Dallas, TX(City Manager; Assistant Director of Water Utilities; Assistant Director of Transportation Operations); Broward County, FL (County Attorney; Port Everglades CEO/Executive Director; several other positions);Pasco County, FL (County Manager); Alachua County, FL (County Manager); Lee County, FL(County Manager; County Attorney); Sumter County, FL(Public Works Director; Assistant Public Works Director); City of Coconut Creek, FL (City Attorney); City of Hallandale Beach, FL (Finance Director); and many others. Ms. Narloch will conduct the recruitment for the City Manager for the City of Delray Beach. A sample of her past clients is included in our proposal(Clients,Page 7). S. Renee Narloch & Associates has highly trained staff, a vast network of contacts and professional affiliations in public sector management, and a proven recruitment process tailored to our clients' needs which will result in a quality pool of candidates. Thank you for your consideration. Please do not hesitate to contact us at 850. 391.0000 should you have questions or need additional information. Sincerely, S.Renee Narloch,President 2910 Kerry Forest Pkwy D4-242,Tallahassee,FL 32309 ♦ T 850.391.00001 F 850.391.0002 � TABLE OF CONTENTS ABOUT US OUR UNDERSTANDING OF THE REQUESTED SERVICES................................................ l PRIMARY CONTACT-____...._.... ....... ..................................................... l OUR FIRM HISTORY AND EXPEREN[E ............ SMALL BUSINESS CERTIFICATION-_____-'-''_.....-.................. ................................2 STATEMENT{JF PROFESSIONAL STANDARDS........ .................. .................... ..................2 OUR RECRUITMENT PROCESS DEVELOPING THE CANDIDATE PR[F|LE___'-'--...... ....... .................... ...................3 ADVERTISING CAMPAIGN AND RECRUITMENT BROCHURE...... ..................... 3 RECRUITING CAND|DATE8'---_---__--_....... ....... .......--- .................... ..........-3 SCREENING --__-'-'--__--''-....... .......-.................. .......................4 PRELIMINARY/NTERVIEWS__--__-'_-__------- ................. ................... ..................4 PUBLIC RECORDS --'----........-.... ....................................z1 RE[OVVNENDATION3L ------ .......-...... .................. ........................4 FINAL INTERVIEWS ..... ................. ........ ...............................4 BACKGROUND CHECKS/DETAILED REFERENCE CHECKS ..................-.................5 NEGOTIATIONS.................___ ....................................-........ ...........................5 COMPLETE ADMINISTRATIVE ASSISTANCE....-......----------- ........ ...................................5 THE TEAM S. REN�ENARL[CH'PRE5|OE ------'--''----'-6 RACHELHANSEiMAN,SENIOR CONSULTANT....... ................. ................... .....................6 DANIELLE PERNNICH'SENIOR 6 CLIENTS/REFERENCES CLIENTS-............... ....... ......... --____-'-__'----_......................... ..................................7 REFERENCES 8 COST PROPOSAL PROFESSIONAL FEE AND EXPEN3E3_'__------'-....... ........ ..................................-g GUARANTEE....-....... .....'-....... --_.......'---_......--' ....... ............................ .......................9 ABOUT US OLJ^ UNDERSTAI-,IDING OF THE REQUESTED SERVICLES S. Renee Narloch & Associates is highly qualified to assist the City of Delray Beach in the recruitment of the new City Manager. We understand the City's scope of services relative to this project and are able to successfully perform each task listed. We have extensive experience providing recruitment services, ranging from the initial contact with candidates to the successful hiring and placement of candidates. We are able to successfully manage all aspects of the recruitment process and will work closely with the City to protect the integrity of the recruitment and to ensure a successful outcome. The City can be assured we will place a high priority on this recruitment,and our dedicated staff will provide their full attention throughout the entire recruitment process. Our recruiters have serviced hundreds of public sector clients,and we understand the importance of an objective and thorough process. PRIMARY CONTACT Ms. S. Renee Narloch, President, will conduct the City Manager recruitment for the City of Delray Beach. Her contact information is as follows: S. Renee Narloch, President 2910 Kerry Forest Pkwy D4-242 Tallahassee, FL 32309 P: 850.391.0000 1 F: 850.391.0002 Email: reneen@srnsearch.com Website: www.srnsearch.com OUR FIRM HISTORY AND EXPERIENCE S. Renee Narloch &Associates' recruiters are known throughout the industry as leading public sector recruiters by both clients and candidates. We have a reputation for conducting quality searches that result in the placement of candidates ideally suited to meet our clients' needs. We pride ourselves on our responsiveness to clients and candidates, and we assure the City of Delray Beach that the highest caliber of service will be provided throughout the recruitment process. S. Renee Narloch & Associates was recently incorporated in the State of Florida and is a small, woman-owned business. For the last ten years, Ms. Narloch has served as the Senior Vice President of Recruitment for a nationwide public sector consulting firm. Her career in public sector recruitment spans over 25 years, during which time she has participated in hundreds of public sector searches nationwide. In addition, our firm is comprised of individuals who are highly trained and experienced win the recruitment of public sector executives. We have offices in Tallahassee, Florida, and Georgetown (Austin),Texas. Ms. S. Renee Narloch, President, has extensive experience conducting public sector executive recruitments throughout the nation, including more than 400 searches for clients such as the City of Fort Lauderdale, FL (City Manager; City Attorney; Building Official); Town of Polm Beach, FL (Town S.RF,,1H NAP..,D,_H&Assn_�cj.%Trs ABOUT US PAGE 1 Manager); Tcwn of Jupiter, FL (Town Manager), C,1 y of Miami Beach, FL (City Manager in 2002 and 2013); City of Ocala, FL (City Manager); City of r?allas, TX(City Manager; Assistant Director of Water Utilities; Assistant Director of Transportation Operations); Brov,,cTd County, FL (County Attorney; Port Everglades CEO/Executive Director; several other positions); Fa:co County, FL (County Manager); Alachua County, 'FL (County Manager); Lee County, FL (County Manager; County Attorney); Sumter County, FL (Public Works Director; Assistant Public Works Director); City of Coconut Creek, FL (City Attorney); City of Hallandale Beach, FL(Finance Director); and many others. Ma Narloch will conduct the recruitment for the City Manager for the City of Delray Beach. A sample of her past clients is included in our proposal (Clients, Page 7). She will be assisted by other senior staff members, as outlined in this proposal (The Team, Page b). We maintain a database of potential candidates, and our nationwide network of contacts and resources will be invaluable in identifying outstanding candidates, including those who may not be currently looking for opportunities. Our experience, combined with our proven recruitment process, expansive network of contacts,and knowledge of outstanding candidates nationwide, will ensure the City of Delray Beach has a quality group of finalists from which to select the new City Manager. SMALL BUSINESS/MINOR!TY BUSINESS S. Renee Narloch & Associates is by federal and state guidelines considered a small, woman-owned business based on the size of our firm, our annual business earnings and the percentage of ownership held (100%) by a woman/minority. STATEMENT OF PROFESSIONAL STANDARDS S. Renee Narloch &Associates believes in sound and ethical business practices. We understand that confidence and respect are imperative to our success. Our services to clients and candidates involve relationships which depend on good faith efforts. We conduct business forthrightly with no intentional misrepresentations which could mislead clients or candidates. We refrain from using any sourcing techniques that involve deception or falsehood and do not engage in activities which violate antitrust laws. Communication between us, our clients, and candidates are impartial and accurate, and we make a concerted effort to see that the position, our clients, and candidates are represented honestly and factually. We honor the confidentiality of proprietary information received from clients and candidates and will disclose any knowledge of potential conflicts of interest to client agencies and candidates. ,.f..,�1E N.'°.0 c ASSC :AYES A50jT US P.!.GE 2 OUR RECRUITMENT PROCESS S_ Renee Narloch & Associates' unique, client-driven approach to executive search will ensure that the City of Delray Beach has a pool of high-quality candidates from which to select the new City Manager. Outlined below are the services we provide in our recruitment process. DEVELOPING THE CANDIDATE PROFILE Our understanding of the City's requirements will be the foundation to a successful search. We will work directly with City staff and others involved in the process in order to learn as much as possible about what the organization expects of a new City Manager. We can also meet with other key staff or community members to gather input. We want to learn about the values and culture of the organization, as well as to understand the current issues, challenges, and opportunities that face the City of Delray Beach. We also want to be fully acquainted with the City's expectations regarding the knowledge, skills, and abilities sought in the ideal candidate, and we will work with your organization to identify expectations regarding education and experience. Additionally, we want to discuss expectations regarding compensation and other items necessary to complete the successful appointment of the ideal candidate. The profile that we develop together at this stage will guide our recruitment efforts. ADVERTISING CAMPAIGN AND RECRUITMENT BROCHURE After gaining an understanding of the City's needs, we will design an effective advertising campaign that is appropriate for the recruitment. We will focus on professional journals that are specifically suited to the City Manager search, such as the ICMA Newsletter, utilizing venues that will ensure a diverse pool of applicants, including qualified minority and women candidates. We will also utilize social media and develop a professional recruitment brochure on the City's behalf that will discuss the community, organization, position, and compensation. Once completed, we will mail the brochure to an extensive audience, making them aware of the exciting opportunity with the City of Delray Beach. RECRUITING CANDIDATES After cross-referencing the profile of the ideal candidate with our database of thousands of candidates and our contacts In the field, we will conduct an aggressive outreach effort that includes making personal calls to prospective applicants in order to identify and recruit outstanding candidates, including qualified minority and women candidates. We realize that the best candidate is often not looking for a new job, and this is the person that we actively pursue to become a candidate. Aggressively marketing the City Manager position to prospective candidates will be essential to the success of the search. S Phi,:-E NARiCCF1&ASMC]ATES OUR RECRUITMENT? 0i_=SS F-c.:3 SCREENING CANDIDATES Following the closing date for the recruitment, we will screen all resumes using the criteria established in our initial meetings to narrow the field of candidates. PRELIMINARY INTERVIEWS We will conduct preliminary interviews with the top 10 to 12 candidates in order to determine which candidates have the greatest potential to succeed in your organization. During the interviews, we will explore each candidate's background and experience as it pertains to the City Manager position. In addition, we will discuss the candidate's motivation for applying for the position and make an assessment of his/her knowledge, skills, and abilities. We will devote specific attention to determining the likelihood of the candidate's acceptance of the position if an offer of employment is made. PUBLIC RECORDS SEARCH Following the interviews, we will conduct a review of published articles that reference each candidate. Various sources will be consulted, including Lexis-Nexis", a newspaper/magazine search engine, Google, and local papers from the communities in which the candidates have worked. This brings to our attention any further detailed inquiries that we may need to make at this time. RECOMMENDATIONS Based on the information gathered through meetings with your organization and preliminary interviews with candidates, we will typically recommend three to five candidates for your consideration. We will prepare a detailed, written report on each candidate that focuses on the results of our interviews and public record searches. We will make specific recommendations, but the final selection of those to be considered will be up to you. FINAL INTERVIEWS Our years of experience will be invaluable as we help you to develop an interview process that objectively assesses the qualifications of each candidate. We will adopt an approach that fits your needs, whether it is a traditional interview, multiple interview panel, or assessment center process. We will provide you with suggested interview questions and rating forms, and we will be present at the interviews to facilitate the process. Our expertise lies in facilitating the discussion that can bring about a consensus regarding the final candidates. We will work closely with your staff to coordinate and schedule interviews and candidate travel. Our goal is to ensure that each candidate has a very positive experience, since the manner in which the entire process is conducted will have an effect on the candidates' perception of your organization. BACKGROUND CFIECKs/DETAILED REFERENCE CHECKS Based on final interviews, we will conduct credit, criminal, civil litigation, and motor vehicle record checks for the top one to three candidates. In addition, those candidates will be the subjects of detailed, confidential reference checks. In order to gain an accurate and honest appraisal of the RE';�E h li,RLOCH&A.:SG::ATFS Ol r'.Ra_.LITMENT P^C:CESS ?i•.GE 4 candidates' strengths and weaknesses, we will talk candidly with people who have direct knowledge of their work and. management style. We will ask candidates to provide the names of their supervisors, subordinates, and peers for the past several years. Additionally, we will make a point of speaking confidentially to individuals known to have insight into a candidate's abilities, but who may not be on his/her preferred list of contacts. At this stage in the recruitment, we will also verify candidates'educational backgrounds and any required certifications. NEGOTIATIONS We recognize the critical importance of successful negotiations and can serve as your representative during this process. Our experience provides us with insight into current industry standards and expectations in negotiating contracts, and we will be available to advise you regarding current approaches to difficult issues such as housing and relocation. Working to secure the appointment of your chosen candidate, we will represent your interests and advise you regarding salary, benefits, and employment agreements. We have the expertise to turn a very sensitive aspect of the recruitment into one that is viewed positively by both you and the candidate. COMPLETE ADMINISTRATIVE ASSISTANCE Throughout the recruitment, we will provide the City with updates on the status of the search. We will also take care of all administrative details on your behalf. Candidates will receive personal correspondence advising them of their status at each critical point during the recruitment. In addition, we will respond to inquiries about the status of their candidacy within 24 hours. Every administrative detail will receive our attention. S.R.-,'-A NitR-OCH$:AssC71,\i�s Oua RED.R,.- , °NT PsC�ESS PA--E S THE TEAM Our team at S. Renee Narloch & Associates is comprised of a diverse group of individuals who have extensive experience in the recruitment of public sector executives. Ms. Narloch will be the lead consultant for the City Manager recruitment for the City of Delray Beach, with assistance from Ms. Rachel Hanselman and Ms. Danielle Pervinich. S. RENE=E NARLOCH, PRESIDEN Ms. Narloch is the President of S. Renee Narloch & Associates and the Director of our offices located in Tallahassee, Florida, and Georgetown (Austin), Texas. She is recognized as one of the nation's leading recruiters. She has more than 25 years of experience conducting public sector recruitments and has participated in more than 400 searches nationwide. Prior to forming S. Renee Narloch & Associates, Ms. Narloch spent 10 years as the Senior Vice President of a public sector executive search firm with responsibilities for clients in 40 states from Texas northward to the East Coast. She also previously served as a Senior Recruiter with DMG and MAXIMUS with sole responsibility for the firm's executive search practice in the Southeastern, Mid-Atlantic, and Mid-Western states. Ms. Narloch received her Bachelor of Science degree in Information Studies, summa cum laude, from Florida State University, Tallahassee, Florida. RACHEL HANSELMAN, SENIOR CONSULTANT As a Senior Consultant with S. Renee Narloch & Associates, Ms. Hanselman is responsible for research, candidate recruitment, screening, reference checks, and background verifications. She focuses on client communication and works closely with clients to coordinate candidate outreach and ensure a successful search. Prior to joining S. Renee Narloch & Associates, Ms. Hanselman had eight years of experience managing her own retail business. Ms. Hanselman received her Bachelor of Arts degree in Business Administration from Flagler College,Tallahassee,Florida. DANIELLE PERVINICH, SENIOR CONSULTANT Ms. Pervinich is the Senior Consultant responsible for the S. Renee Narloch & Associates office in Georgetown (Austin), Texas. She concentrates on client outreach and business operations. Ms. Pervinich previously worked for a local city government growth management department in the Austin area, which has given her great insight into the needs of our clients. She has seven years of experience working in executive administration in both local government and non-profit sectors. Ms. Pervinich received her Bachelor of Arts degree in Communication Studies from Southwestern University, Georgetown,Texas. S.i S JtE NARIOCK&ASSOCIATES Th:E T E.•A 'AGE cU CLIENTS S. Renee Narloch & Associates' recruiters have extensive experience, placing more than 4130 public sector professionals, Below is a list of some of the clients for which Ms. Narloch has recruited in the last few years. For a complete client list, please contact us. Wayne Coun?y,AiNI City cf DolIcs,TX Deputy Chief Director of Personnel and Chief Assistant Director of Transportation Deputy CFO/2010 Operations/2012;Assistant Director of Water E•c tiar:�County,FL Utilities/2012;City Manager/2013 Assistant Director of Economic&Small EI Paso Wcr Utilities-Put-lic S,;v,ce P-oard, Business Development/2010,County TX Attorney/201 1;Port Everglades Chief President/CEO/2012 Executive/Port Director/2012;Port Everglades City of Miami Bach,FL Director of Business Development/2012 City Manager/2012 Sumt!-r Con--nty,F? 1-c-uisiona Housing Cors}orahon,LA Public Works Director/2010,Fire Chief/201 1: Executive Director/2012 Development Services Director/2012 Children's E-Lard of Hillsborough County San Aritcnlo Housing Authority(SAHA),TX Executive Director/2012 Development Services&Neighborhood Alachun County,FL Revitalization Officer/201 O and Director of County Manager/2013 Human Resources&Employee Housing Authority of the City of Brownsville, Development/2010;Director of Community TX Development Initiatives/2012,Director of Chief Executive Officer/2013 Information Technology/2012;Chief Pasco Ccunty,FL Operations Officer/2012 County Manager/2013 SOS Children's Villages-Florida Lee County,FL Chief Executive Officer/2012 County Manager/2013;County b'irginia Commonwealth University(VCU), Attorney/2013 Richmond,VA Pinellas Suncoast Transit Authority(PSTA),FL Police Chief/2010 Chief Financial Officer/2013 New Orleans R,clevclopm•�nt,'authority:LA City of Tallahassee,FL Executive Director/2010 Consolidated Dispatch Intergovernmental City of Cok Cr ek,WI Agency Director,Human Resources Manager, City Administrator/2010 Fire Chief,and Director of Airport/2013 Houston Housing P.athority,Houston,TX Orange County,FL President/CEO/201 1 Chief of Corrections City of Dur)iam,NC Hillsborough County,FL Head Start Division Director of Technology Solutions/2010 Director/2013 Cay of Fort Lauderdale,FL City o.Quincy,FL City Manager/2011;City Attorney/2012; Finance Director/2013 Building Official/2014 Fort Worth Housing Authority, lX Qty of Tcpeka,KS President/CEO/2013 City Manager/2012 Wake County,NC achenter-Genesee Pc.)ional Transportation County Manager/2013 Author iy•.RGRT+i),NY Metropolitan Washington Ai;•por. Chief Executive Officer(CEO)/2010 Authority City of Arlington,TX Vice President for Public Safety/2013 Deputy City Manager/201 1 Scott Prnergency Comr-:un=�aiionz Cenl�r Parks&Recreation Director/2012 Florida Public Transportation (Sit Coy;nty, owa) Emergency Services Dispatch Director/2013 11 cut City of Virginia Beach,VA Ecr Executive Director/201 1 Deputy City Manager/2014;Assistant Human Inc- Learning Coalition of .,ra;<.?�rd County, Services Director/2014 Inc- Chief Executive Officer/201 1 City of Coconut Creek,FL City Attorney/2014 City of Gainasvill+;,FL City of PJorth Port,Fl. City Attorney/2012 City Attorney/2014 Housing Authorl', of the City of i;uJ!1n,TX President/CEO/2012 S.REKrE t J;- �)a;&As�'.xlA cS CLi NTS PH 7 REFERENCES Clients and candidates provide the best testament of our ability to conduct quality searches. Listed below are a few clients for whom S. Ren6e Narloch & Associates' recruiters have conducted searches. The average tenure of placements is approximately five years. CLIENT: City of Coconut Creek, FL REFERENCE: Ms.Mary Blasi,City Manager 4800 W Copans Road,Coconut Creek, FL 33063 (954)973-6720; MBlasi @)coconutcreek.net POSITION: City Attorney CLIENT: City of Hallandale Beach, FL REFERENCE: Ms. Nydia Rafols Salleberry, Deputy City Manager 400 Federal Hwy, Hallandale Beach, FL 33009 (954)457-1338; Nrafolsohallandolebeochflgov POSITION: Finance Director CLIENT: Wake County(Raleigh), NC REFERENCE: Ms. Angela Crawford, Human Resources Director 336 Fayetteville Street,Suite 300, Raleigh,NC 27602 (919) 856-6104; Angela.Crawfordowakegovcom POSITION: County Manager S.i:C:4tr i'�AR,OCi'.x AszOC?ATES CLIP JS a< COST PROPOSAL Pi' OFESSIONA! FEE AND EXPENSES The professional fee for conducting this recruitment on behalf of the City of Delray Beach is $16,500, plus actual expenses. Services covered by the fee consist of all steps outlined in this proposal, including three (3) days of meetings on site. Expenses are estimated to not exceed $7,500 and include items such as the cost of consultant travel, clerical support, placement of ads, newspaper searches, education verification, as well as credit, criminal, and civil checks. In addition, postage, photocopying, and telephone charges are included and will be allocated. Expenses related to the use of audio/video conferencing equipment for interviews, and candidates' travel for interviews, are the responsibility of the City of Delray Beach. CANDIDATE TRAVEL With respect to candidate travel for interviews, we typically ask candidates to make their travel arrangements and advise them the City will reimburse them directly for reasonable airfare, hotel, and auto expenses, if allowed. We advise candidates what is standard and customary in the industry, as well as the City's expectations and parameters regarding travel. Our experience has been that candidates use discretion and stay within reasonable limits both in pricing and scheduling. GUARAMITEE We guarantee that, should the selected candidate be terminated for cause within the first year of employment,we will conduct the search again at no cost(with the exception of expenses) to the City. We are confident in our ability to recruit outstanding candidates and do not expect the City to find it necessary to exercise this provision. S.Pa,NC'E N.,%":):.H&A5sc'zj',TES LOST PR:.3,;A!_ SCHEDULE We are available to begin the search for the City Manager immediately, and our current workload is such that we can ensure the City will receive our full attention throughout the entire recruitment process. We will be prepared to make our recommendation regarding finalists within 75 to 90 days from the start of the search. A standard recruitment can typically be completed in less than 16 weeks and follows an approach and schedule similar to the one below_ WEC: ASK: 1 Conduct meeting with the City staff and others involved in the process 2 Develop recruitment brochure and advertisements 3 City reviews recruitment brochure and advertisements 4 Recruitment brochure printed and advertisements placed 5 Active recruitment of candidates begins 9 Closing date 10 Screen resumes 11-12 Recruiter interviews top candidates 12-13 Public records search 14 Review recommendations with the City staff and others involved in the process 15 Candidates interview with the City, follow-up interviews, and consultant reference/back round checks 16 Candidate selected �.�_h M.r,ao-CFi&Ass-)c. Es C^ST Pf,CF':X 4L PAGE 10 IlkS. RENEE. NARLGC-� AS SC)C'ATES SAMPLE AD Below is a sample advertisement from a recruitment conducted by Ms. Narloch. City Manager- City of_, FL (pop. 185,000) Located alona the beautiful, pristine southeast coast of Florida between Miami and Palm Beach, the City of= is the 7th largest city in Florida and the largest of Broward County's 31 municipalities. A diverse and vibrant community, = is the county seat and has a strong economy and exceptional amenities which contribute to its overall excellent quality of life. The City is seeking a City Manager to oversee the day-to-day operations. The City has approximately 2,500 full-time staff and a total budget of $612 million, including a General Fund of $324 million. The City Manager is appointed by the City Commission which consists of the Mayor and four District Commissioners and is responsible for 16 city departments which include the City Manager's Office, Building, Business Enterprises, Economic Development, Finance, Fire-Rescue, Human Resources, Information Systems, Office of Professional Standards, Parking and Fleet Services, Parks and Recreation, Planning and Zoning, Police, Procurement Services, Public Information and Public Works. A visionary leader with a collaborative management style and excellent interpersonal and communication skills is needed. The ability to align the agency to meet the challenges of the future and to look at the organizational paradigms with a fresh perspective is priority. A solid understanding of sound financial practices and principles is imperative. Experience in strategic planning, performance measurements, benchmarking, budgeting for outcomes, and union negotiations is desired. A Bachelor's degree with an emphasis in public or business administration is required; a Master's degree is preferred. Candidates should have at least ten years of experience in public administration, preferably with a municipality of similar size and complexity. The salary range is open, dependent upon qualifications. First review of applications will take place on March 15, 2014; position is open until filled. If you are interested in this outstanding opportunity, please apply online at www.xxxxx.com. Contact S. Renee Narloch, Senior Vice President, XXXXX, at (850) 391-0000 or reneenc)xxxxx should you have questions. A detailed brochure is available. The City of _is an Equal Opportunity/ADA Employer. Pursuant to Florida's open records law, the application/resumes are subject to public disclosure.