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. .
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City of Fruitland Park, FL City of Leesburg, FL
City Manager City Manager
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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...
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City of Ankeny,L4 Oregon City, OR
City Manager Finance Director
f i ,
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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
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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.
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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.