2012-11 Executive Search Services for Village Manager• RESOLUTION 2012 -11
A RESOLUTION OF THE VILLAGE COUNCIL OF THE VILLAGE OF
NORTH PALM BEACH, FLORIDA, ACCEPTING A PROPOSAL
SUBMITTED BY COLIN BAENZIGER AND ASSOCIATES TO PERFORM
EXECUTIVE SEARCH SERVICES AND AUTHORIZING THE MAYOR AND
VILLAGE CLERK TO EXECUTE A CONTRACT RELATING TO SUCH
SERVICES; AND PROVIDING FOR AN EFFECTIVE DATE.
WHEREAS, Colin Baenziger and Associates has submitted a proposal to provide executive
search services to the Village to assist in the recruitment and hiring of a new Village Manager; and
WHEREAS, the Village Council determines that the acceptance of the proposal submitted by
Colin Baenziger and Associates and the waiver of the Village's purchasing policies and
procedures is in the best interests of the residents and citizens of the Village North Palm Beach.
NOW, THEREFORE, BE IT RESOLVED BY THE VILLAGE COUNCIL OF NORTH PALM
BEACH, FLORIDA, as follows:
Section 1. The foregoing `whereas" clauses are hereby ratified and incorporated herein.
Section 2. The Village Council hereby accepts the proposal submitted by Colin Baenziger
and Associates to provide executive search services to the Village to assist in the recruitment and
hiring of a new Village Manager at a total cost not to exceed $18,750.00, with funds expended
from Village Account No. A5540 -49911 (Council Contingency). The Village Council further
authorizes the Mayor and Village Clerk to execute a Contract incorporating the proposal.
Section 3. This Resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED THIS 26th DAY OF JANUARY, 2012.
t
(V ill W9e q*1 A 7 �o
1,
VILLAG CLERK
CONTRACT
This Contract is made as of the 26 sue/ day of c/,¢///G(,d2�, 2012, by and between
the VILLAGE OF NORTH PALM BEACH, 501 U.S. Highway One, North Palm Beach, ,
Florida, 33408, a Florida municipal corporation ( "Village "), and COLIN BAENZIGER &
ASSOCIATES, 12970 Dartford Trail, Suite 8, Wellington, Florida 33414, a sole proprietorship
doing business in the State of Florida ( "CB &A" ).
RECITALS
WHEREAS, the Village wishes to retain the services of CB &A to perform executive
search services relating to the recruitment and hiring of a Village Manager; and
WHEREAS, CB &A has agreed to perform such consulting services in accordance with
its Proposal for Executive Search Services dated January 19, 2012; and
WHEREAS, the Village and CB &A wish to execute a Contract incorporating CB &A's
Proposal and providing additional terms and conditions.
NOW THEREFORE, in consideration of the mutual promises set forth herein, the
receipt and sufficiency of which are hereby acknowledged, the parties hereto agree as
follows:
1. Recitals. The parties agree that the recitals set forth above are true and correct
and are fully incorporated herein by reference.
2. Proposal. CB &A's Proposal for Executive Search Services dated January 19,
2012 ( "Proposal "), attached hereto as Exhibit "A," is hereby expressly made a part of this
Contract as if set forth at length herein.
3. Compensation. The Village agrees to compensate CB &A as set forth in the
Proposal. The total and cumulative amount of this Contract shall not exceed $18,750.00,
unless the Village Council specifically approves additional services beyond the Work Plan set
forth in the Proposal.
4. Insurance. CB &A shall maintain the insurance coverages set forth in the
Proposal. The Village shall be named as an additional insured under the general liability and
automobile liability policies.
5. Indemnification. CB &A shall indemnify and save harmless and defend the
Village, its agents, servants, and employees from and against any and all claims, liability, losses,
and /or cause of action which may arise from any negligent or intentional act or omission of
CB &A, its agents, servants, or employees in the performance of services under this Contract.
Page 1 of 3
6. Termination. The Village may terminate this Contract or abandon its executive
search upon seven (7) days' written notice to CB &A. Upon termination by the Village, the
Village shall pay CB &A for all work reasonably performed prior to the effective date of
termination.
7. General Provisions.
A. CB &A shall, in performing the services contemplated by this Contract, faithfully
observe and comply with all applicable federal, state, and local laws, ordinances
and regulations.
B. In the event of a conflict between the terms of the Proposal and the terms of this
Contract, the terms of this Contract shall control.
C. Failure of a party to enforce or exercise any of its right(s) under this Contract
shall not be deemed a waiver of that party's right to enforce or exercise said
right(s) at any time thereafter.
D. This Contract shall be governed by the laws of the State of Florida. Any and all
legal action necessary to enforce the Contract will be held in Palm Beach County.
E. If any legal action or other proceeding is brought for the enforcement of this
Contract, or because of an alleged dispute, breach, default or misrepresentation in
connection with any provisions of this Contract, the successful or prevailing party
or parties shall be entitled to recover reasonable attorney's fees, court costs and all
expenses (including taxes) even if not taxable as court awarded costs (including,
without limitation, all such fees, costs and expenses incident to appeals), incurred
in that action or proceeding, in addition to any other relief to which such party
may be entitled.
F. If any term or provision of this Contract, or the application thereof to any person
or circumstances shall, to any extent, be held invalid or unenforceable, to
remainder of this Contract, or the application of such terms or provision, to
persons or circumstances other than those as to which it is held invalid or
unenforceable, shall not be affected, and every other term and provision of this
Contract shall be deemed valid and enforceable to the extent permitted by law.
G. All notices required in this Contract shall be sent by certified mail, return receipt
requested, and sent to the addresses appearing on the first page of this Contract.
H. The parties agree that this Contract sets forth the entire Contract between the
parties, and that there are no promises or understandings other than those stated
herein. None of the provisions, terms and conditions contained in this Contract
may be added to, modified, superseded or otherwise altered, except by written
instrument executed by the parties hereto.
Page 2 of 3
I. CB &A is aware that the Inspector General of Palm Beach County has the
authority to investigate and audit matters relating to the negotiation and
performance of this Contract, and in furtherance thereof may demand and obtain
records and testimony from CB &A. CB &A understands and agrees that in
addition to all other remedies and consequences provided by law, the failure of
CB &A to fully cooperate with the Inspector General when requested may be
deemed by the Village to be a material breach of this Contract.
IN WITNESS WHEREOF, the parties have made and executed this Contract as of the
day and year first above written.
COLIN,BAENZIGER & ASSOCIATES
Print Name:
Position: � w � Pte✓ " !mil 14 c � ^
VILLAGE OF NORTH PALM BEACH
By: /" Q (-� r/',
DARRYL UBREY
MAYOR
ATTEST:
By: ZFZ�
MELISSA TEAL,
VILLAGE CLERK
APPROVED AS TO FORM AND
LEGAL SUFFICIENCY
BY:
LEONARD G. RUBIN
VILLAGE ATTORNEY
Page 3 of 3
COLIN BAENZIGER & ASSOCIATES
January 19, 2012
VILLAGE OF NORTH PALM BEACH, FL
PROPOSAL TO PERFORM THE
EXECUTIVE SEARCH FOR VILLAGE MANAGER
Colin Baenziger & Associates
Contact Persons: Colin Baenziger, (561) 707 -3537
12970 Dartford Trail • Suite 8
Wellington, FL 33414
e -mail: colin(dcb- asso.com
Fax: (888) 635 -6537
... Visit Our Website at: www.cb-asso.com
REQUEST FOR PROPOSAL - EXECUTIVE SEARCH FIRM
TABLE OF CONTENTS
PAGE
LETTER OF UNDERSTANDING 1
L FIRM'S QUALIFICATIONS AND EXPERIENCE 4
The Firm
Our Services
Technical Capability / Organizational Structure
Completion within Budget Limitation
Completion within Project Schedule Time Frame
Track Record / Retention Rate
Diversity
Litigation
Drug Free Work Place
Insurance
IL PROPOSED CONSULTANTS AND EXPERIENCE 9
III. FEE AND OTHER IMPORTANT INFORMATION 14
Fee
Warranty
References
APPENDIX A: SEARCH METHODOLOGY A -1
Detailed Search Methodology
Samples of Promotional Materials
The Village's Obligations
Suggested Project Schedule
APPENDIX B: SAMPLE RECRUITMENT PROFILE B -1
APPENDIX C: SEARCHES BY THE STAFF AT COLIN BAENZIGER & ASSOCIATES C -1
APPENDIX D: ST. JOHNS COUNTY RESOLUTION THANKING CB &A D -1
COLIN BAENZIGER *ASSOCIATES
EXECUTIVE RECRUITING
January 19, 2012
The Honorable Mayor Darryl C. Aubrey, Vice Mayor David B. Norris,
President Pro Tem William L. Manuel, Councilors Edward M. Eissey and Robert A. Gebbia
c/o Ms. Jimmy Knight, Interim Village Manager
Village of North Palm Beach
501 US Highway 1
North Palm Beach, FL 33408
RE: Executive Search Services for a Village Manager
Dear Mayor Aubrey, Vice Mayor Norris, President Pro Tem Manuel, Councilors Eissey and Gebbia:
We at Colin Baenziger & Associates (CB &A) thank you for the opportunity to submit this proposal to
assist the Village in its search for its next Village Manager.
While CB &A is a national recruiting firm, we specialize in Florida and have performed 68 of the last
93 City and County Manager searches in the State where the local government has used a recruiting
firm. We pride ourselves on providing not just high quality results, but equally important, we provide
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 personally 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 60 to 90 days and that includes preparation
of recruitment and advertising materials, candidate outreach, candidate screening, finalist selection and
interviewing and manager selection. We also offer the best warranty in the industry.
While selecting key personnel is never easy, CB &A has developed a process that has been tested
nationwide and found to be extremely effective. 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 is in the fact that five 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.
DULUTH, GA MONTEREY, CA RICHLAND, WA PWINELANDER, WI WELLINGTON, FL
Letter to North Palm Beach, FL, January 19, 2012 Page 2
Some of our searches include city /town /village managers in Florida include Bay Harbor Islands, Cape
Canaveral, Cooper City, Coral Gables, Cutler Bay, Destin, Fernandina Beach, Hallandale Beach,
Homestead, Key Biscayne, Miami Gardens, Mount Dora, Palm Coast, Palm Bay, Stuart, Tavares, and
West Melbourne. We have also done the search for the General Manager for Tampa Bay Water and
several searches for the City of St. Petersburg. Our current searches include the Chief Administrative
Officer for St. Tammany Parish, LA, the City Managers for Cape Coral, FL and Hallandale Beach, FL,
the County Administrator for Hernando County, FL and the Finance Director for Oregon City, OR.
Understanding of the Work to Be Performed
For the details concerning our understanding of the work and how we plan to conduct this search, if it
is awarded to us, please see Appendix A.
Those Authorized to Make Representations and to Bind the Firm
I and my Vice President for Operations, Kathryn Knutson are authorized to made representations for
and to bind the firm. My title is Owner and Principal. My contact information is contained on the
cover page of this proposal. Ms. Knutson's information is as follows:
Ms. Kathyrn Knutson
Vice President for Operations
2797 Bay Drive
Rhinelander, WI 54501
(715) 282 -3595 (office)
(888) 539 -6531 (fax)
kknutsongcb- asso.com (email)
Irrevocable Offer
The offer contained in this proposal is a firm and irrevocable offer for the period of the engagement.
Primary and Secondary Representatives Providing Consulting Services to the Village
Project Manager and Primary Representative: Colin Baenziger, Owner and Principal
Deputy Project and Secondary Representative: David Collier, Senior Vice President
Recruitment Manager and Additional Back -up: Tom Andrews, Senior Vice President
Mr. Baenziger and Mr. Collier are headquartered in our Wellington, FL, office located at:
12970 Dartford Trail . Suite 8, Wellington, FL 33414. Mr. Baenziger can most easily be reached at:
(561) 707 -3537 (cell) and Mr. Collier at: (772) 204 -4320 or (772) 260 -1858 (cell).
Mr. Andrews is located at our Atlanta office at: 5920 Hershinger Close, Duluth, GA 30097. His
contact numbers are: (770) 814 -0455 and (404) 735 -2808 (cell).
Letter to North Palm Beach, FL, January 19, 2012 Page 3
Conflict of Interest Disclosure
We have no conflicts of interest (apparent, real or potential) due to ownership, other clients, contracts
or other interests associated with North Palm Beach.
We look forward to formally presenting our credentials and working with you in the near future. As
noted, I will be conducting the full search (with the assistance of my staff) and I will be your primary
point of contact. If you have any questions, please feel free to contact me at (561) 707 -3537.
Sincerely,
Colin Baenziger
Principal
... Serving Our Clients with a Personal Touch
COLINBAENZIGER & ASSOCIATES
The Firm, Its Philosophy & Its Experience
Established in 1997, Colin Baenziger & Associates (CB &A) is a nationally recognized executive
recruiting firm that has performed executive search services in 15 states. It is owned and
operated by Colin Baenziger. We are headquartered in Palm Beach County, FL, with offices in
Duluth, GA, Monterrey, CA, Rhinelander, WI and Richland, WA. Although our primary focus
is executive search, we are also often involved in operational reviews of governmental
operations. Many of our consultants live and work in other areas of the state and the country,
converging on the location where 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, prepares reports and action plans, and completes
the assignment swiftly. The client receives prompt, professional service, and its needs are
effectively addressed. We are available for follow -up work, but our goal is to perform the
assignment in such a way that existing staff can implement the action plans without additional
outside assistance. The most significant work for this search will be carried out primarily in our
Wellington, FL, office.
Colin Baenziger & Associates' outstanding reputation is derived from our commitment to
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 accept these situations as part of our business because we firmly believe that when a contract
is signed, we have an obligation to fulfill its requirements with excellence and within the
budgeted amount.
Since 2002, we have focused on executive search for local governments. Since beginning its
search practice in 1998, the staff at CB &A has performed over 100 City / County / Special
District Manager searches and approximately 200 local government searches overall. The vast
majority of these searches have been for Florida local governments and as such we are extremely
familiar with the Sunshine Law and Public Records Act. The basic approach we have presented
in Appendix A is the approach we have used in every one of our searches.
Our Services:
Human Resources
Executive Search
Background Checks
Position Descriptions /Classification Studies
Compensation Studies
Personnel Policies/Procedures Reviews
Employee Handbooks
Additional Services
Preparing Grant Applications
Grant Monitoring Systems and Controls
Start-up Assistance to New Cities
U
Operational Reviews
Performance Improvement
Contract Compliance Reviews
Project Management
Performance Measurement Systems
Standard Operating Procedures Manuals
Staffing Assessments
Planning
Strategic Planning
Operational Planning
Project Planning
COLINBAENZIGER & ASSOCIATES
Technical Capabilities and Organizational Structure
Colin Baenziger & Associates has developed its business model over the past 13 years. The model
has proven to be extremely effective in every state we have worked in and for every type of
position. 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 18 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 who understand the business and its intricacies. As a result, we
understand both 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 have been with us for
a long time.
Colin Baenziger
Owner & Princioal
Paul Wilson
Senior Editor
Tom Andrews Ron Stock Tom Freijo
Senior Vice President Senior Vice President Senior Vice President
Kathyrn Knutson David Collier Mery Timberlake
V P - Ouerations Senior Vice President VP — Financial Recruiting
Internet Specialists (2) Senior Research Associates Administrative Assistants
(g) (2)
Detailed information concerning the consultants we will be assigning to this project is contained in
the next section.
-5-
COLINBAENZIGER & ASSOCIATES
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.
Completion of Project on Schedule
Since Colin Baenziger & Associates has been performing recruitments, it has a remarkable record of
achievement in meeting our project schedules. In fact CB &A has never missed a project milestone.
However, the executive search business involves people, and people are not always predictable. For
example, when Monroe County and its first choice for county manager could not reach agreement on
contract terms, we repeated the search. We did not miss a project milestone, but the search took five
months instead of three.
Track Record /Retention Rate
Since 1998 Colin Baenziger & Associates has conducted over 100 searches for City and County Managers
around the country. As a relatively young search firm, most of our placements have taken place since
2004. We selected eleven of our Florida placements to demonstrate our track record. We can provide
more if desired.
Diversity
CB &A is widely recognized for its ability to find and attract women and minorities for the positions we
recruit for. In fact, over the past 3 years, 45% of our clients hired a women/minority to be their City or
County Manager.
Litigation
Colin Baenziger & Associates 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 questioned and our clients
have never been involved in any legal action as a result of our work.
Drug -Free Workplace Certification
Colin Baenziger & Associates complies with the provisions of Drug -Free Workplace laws and informs
all its employees and subcontractors that it is a drug -free workplace. These individuals are made
aware of the dangers of drug abuse, the firm's policies concerning drug abuse, available counseling,
and the sanctions CB &A may impose if the employees use drugs in the workplace. As a condition of
employment, either as an employee or as a subcontractor, our personnel must abide by our policy and
must notify us of any conviction or pleas of nolo contendere to drug charges.
W
COLINBAENZIGER & ASSOCIATES
Insurance
To protect our clients, Colin Baenziger & Associates maintains the following insurance coverages: (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, with less than five
employees, we are not normally 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 coverages
pri or to contract execution.
-7-
Some of CB&A's Clients...
City of* Coral Gables, FL
City Manager
Union County, NC
County Manager
Fulton County, GA
Personnel Director
Director, Registrations & Elections
Loudoun County, VA
Director — Economic Development
Human Resources Officer
Section H Proposed Consultants' Qualifications and Experience
Project Team and Involvement (Resumes for key staff follow)
CB &A is an experienced recruiting firm and strongly believes that each project should have not just a
project manager but also strong deputies. That provides the client with insurance should anything
happen to the project manager. In this case, Colin Baenziger will serve as the project manager and
principal contact while David Collier will be the deputy project manager. Tom Andrews will serve as
recruitment manager.
Colin Baenziger will conduct the interviews with the elected officials, search for strong candidates,
discuss the position with those candidates, recruit them, interview the preferred candidates, oversee the
background investigations, oversee the candidate /county interview and evaluation process, and assist
with the contract negotiations. He holds a Bachelor's degree from Carleton College and a Master's
degree with distinction from Cornell University's Graduate School of Management. In addition to 15
years as a consultant, Mr. Baenziger spent 10 years in government as a senior manager.
David Collier, 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. He has over 30 years of experience as a local government
manager. 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.
Tom Andrews, senior vice president, will serve as the recruitment manager and assist with the
identification and screening of candidates. Before joining the firm, Mr. Andrews served as County
Administrator for Fulton County, Georgia, and in high level county and state positions in Maryland.
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 I I David Collier
Project Manager H Deputy Project Ma
Tom Andrews Kathyrn Knutson
Recruitment Manager Vice President - Opera
Research Associates
A full list of our recruitments is contained in Appendix C. In each case, we conducted the executive
search for the position listed. In each case, we followed the procedure outlined in Appendix A.
The 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
organizational issues. As a former manager and someone who
actively consults with governments, he understands what it takes to
do the manager's job, and to do it effectively. Furthermore,
because he is active in a number of professional associations, he
knows many of the nation's managers on a first name basis.
Some of Mr. Baenziger's searches for local governments include:
• City Attorney, West Melbourne, FL (population 15,000)
• County Manager, Baker County, FL (population 27,000)
• County Administrator, Bay County, FL (population 158,000)
• County Manager, Brevard County, FL (population 536,000)
• County Administrator, Clay County, FL (population 160,000)
• County Manager, Flagler County, FL (population (83,000)
• City Manager, Portland, ME (population 65,000)
• County Administrator, Polk County, IA (population 400,000)
• County Administrator, St. Johns County, FL (population 162,000)
• Director, Registrations and Elections, Fulton County, GA (population 992,000),
• City Manager, Coral Gables, FL (population 42,000),
• City Manager, Greensboro, NC (population 259,000),
• Village Manager, Key Biscayne, FL (population 11,000),
• City Manager, Roanoke, VA (population 93,000),
• County Manager, Union County, NC (population 198,600),
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 /County 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 and County Managers' Associations, and the
Florida Public Personnel Association. He resides in Palm Beach County, FL.
-10-
The Project Team (continued)
Dave Collier, M.P.A.
Dave Collier brings to the client 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.
Senior Vice President
Y
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 Masters 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.
-11-
The Project Team (continued)
Tom Andrews, M.S.
Tom Andrews is CB &A's management guru. With over 30 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.
Senior Vice President
Some of the top leadership positions that Tom has held include:
serving as the 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 recruitments Tom has been involved in for CB &A are:
• City Manager, Greensboro, NC,
• City Manager, Roanoke, VA,
• County Manager, Brevard County, FL,
• Deputy City Manager, Durham, NC,
• Director, Economic and Workforce Development, Durham, NC,
• Director, Economic Development, Loudoun County, VA,
• Budget Director, St. Petersburg, FL,
• Director, Watershed Management, DeKalb County, GA, and
• Director of Economic Development for Loudoun County, VA.
In addition, Tom has conducted numerous leadership seminars for state and local government
mid -level managers. He has also taught undergraduate and graduate level public administration
courses.
Tom earned his Bachelor of Science in Biology from Miami University in Oxford, Ohio, and his
Masters 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 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.
-12-
The 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 areas of expertise are
executive search, special projects and compensation surveys. She
feels each client must be properly served, and that can only be done
by devoting her utmost attention to the client's particular concerns,
and by finding creative ways to solve their problems. From her
perspective, the client comes first.
Since beginning her working relationship with Colin Baenziger &
Associates, Ms. Knutson has been involved in virtually every
executive search the firm has conducted. Some of the more
notable ones include:
• County Manager, Polk County, IA (population 400,000),
• City Manager, Town of Bay Harbor Islands (population 5,200),
• County Manager, Brevard County, FL (population 536,000),
• 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, Greensboro, NC (population 259,000),
• Village Manager, Key Biscayne, FL (population 11,000),
• City Manager, City of Marathon, FL (population 11,500)
• City Manager, City of Lauderdale Lakes (population 32,000),
• City Manager, City of Miami Gardens, FL (population 101,000)
• Village Manager, Village of Palmetto Bay, FL (population 24,000)
• City Manager, Palm Coast, FL (population 51,000),
• City Manager, Roanoke, VA (population 101,000),
• City Manager, City of West Melbourne, FL (population 15,000)
• Executive Director, Onslow Water and Sewer Authority, Jacksonville, NC (serving a
population of 160,000)
• Executive Director, Northern Palm Beach County Improvement District,
• Public Works Director, Chandler, AZ (population 250,000),
• General Manager, Tampa Bay Water Authority (serving of 2.4 million), and
• Public Works Director, Chandler, AZ (population 250,000).
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. Further, she has 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 Associates Degree in Business Education from
West Georgia College in Carrollton, Georgia. Kathyrn currently resides in Oneida County, WI.
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HL Fee, Warranty and Other Important Information
Fee
CB &A proposes to conduct the entire search for a firm, fixed fee of $18,750. It should also be noted
that these figures include all our expenses and costs. In other words, the only thing the Village will
pay CB &A is the $18,750 fee outlined below. The only other costs the Village 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
$ 1,750
Phase II:
Recruiting
6,000
Phase III:
Screening
8,000
Phase IV:
Interview Process Coordination and Village Manager Selection
1,500
Phase V:
Negotiation, Warranty & Continuing Assistance
1,500
If the Village asks us to perform work that is clearly beyond the scope of the RFP, it will be billed at a
rate of $125 per hour. No such work will be performed without your written authorization. Please
note that we have never billed - nor requested - additional funds beyond our originally quoted fee for a
city or county manager search, even when we have been entitled to it.
Warranty
Colin Baenziger & Associates offers the best warranty in the industry. We can offer it because we
have confidence in our work. Provided we conduct the full search and assuming the Village selects
from among the candidates we recommend, we warrant the following:
1) We will not approach the selected candidate concerning any other position as long as the
individual is employed by the Village.
2) If the selected individual leaves for any reason other than an act of God (for example, total
incapacitation or death) within the first year, CB &A will repeat the search at no charge. If
he /she departs during the second 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 any of 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.
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111, Fee, Warranty and Other Important Information
Other Important Information — References
The staff at Colin Baenziger & Associates has completed almost 100 searches for city and county
managers and more than 200 senior -level local government management searches overall. The
following are both project descriptions and references. We have not listed every search similar search
we have conducted in the past five years simply because the list is so extensive. Rather we have
focused first on some similar searches in Florida. We also recommend that you contact any of clients
(not just those listed below) for information concerning our firm. All our search clients are listed in
Appendix C.
1. City Manager, City of Cape Canaveral, FL (population 10,200)
Contact: Mayor Rocky Randel at (321) 784 -5694.
CB &A was selected to perform Cape Canaveral's City Manager on January 12, 2010. We sought
candidates from around the country but focused our attention on those from Florida. The City Council
interviewed the candidates we recommended but also requested we evaluate the credentials of the City
Clerk which caused a delay. Ultimately, the City Council selected Mr. David Greene, formerly the
City Manager of Winter Haven, FL, on May 18th.
2. City Manager Recruitment, City of * Cooper City, FL (population 32, 000)
Contact: Mayor Debby Eisinger at (954) 434 -4300, or
Former Council Member Neil de Jesus at (954) 558 -4734.
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 Loucks, formerly County Administrator for Charlotte County, Florida, was
selected in early August, 2008.
3. City Manager Recruitment, Homestead, FL (population 62,000)
Contact: Council Member John Burgess at (305) 281 -6727, or
City Manager George Gretsas at (954) 649 -6464.
CB &A was selected in early September 2010 and asked to perform an expedited search the City's next
City Manager. We quickly went to work and conducted a national search. Interviews were held on
November 4th with George Gretsas, formerly the City Manager of Fort Lauderdale selected on
November 5th
4. Village of *Palmetto Bay, FL
Contact: Former Mayor Eugene Flinn on his cell phone at (305) 302 -3173.
We were asked to conduct the search for the Village's first Village Manager as rapidly as possible and
to work with a citizen's advisory committee. Upon completion of his work, the Council passed a
resolution thanking us for our "exceptional service."
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III. Fee, Warranty and Other Important Information
5. City Manager, Miami Gardens, FL (population 103, 000)
Contact: Mayor Shirley Gibson at (305) 622 -8000
City Manager Danny Crew at (305) 622 -8000
In May 2003, the City of Miami Gardens incorporated and, with a population of approximately
103,000, became the largest predominantly Afro - American city in Florida. In mid - September, it
retained Colin Baenziger & Associates to find its City Manager. Using the process outlined in
this proposal and working with a Citizen's Advisory Committee composed of residents, CB &A
completed the process on schedule and selected Dr. Danny Crew, previously of Gastonia, NC, as
its first manager in early December 2004. Dr. Crew remains with the City and is highly regarded
by its elected officials. Further, Miami Gardens was featured nationally in 2009 on NBC Nightly
News as "The City that Works." See: http: / /Www.msnbe.msn.com/idl3O326191 #31193895.
6 City Manager, City of Palm Coast, FL (population 51, 000)
Contact: Mayor Jon Netts at (386) 445 -2121, or
City Manager Jim Landon at (386) 986 -3702.
CB &A was selected on May 23, 2006 to conduct the search for the next City Manager. Our
effort involved seeking candidates throughout the country to locate the best people for the job.
We then interviewed them, conducted thorough background checks, and recommended finalists.
We also oversaw the interview and selection process. The City requested that the search
progress so the next manager's arrival would coincide with the current manager's departure.
Consequently, selection was made on November 7, 2006 and the contract approved on December
5, 2006. James Landon, formerly City Manager for Richardson, TX, was selected.
7 County Manager Recruitment, St. Johns County, FL (population 162, 000)
Contact: Commission Chairman Ron Sanchez (904) 209 -0302, or
County Administrator Michael Wanchick at (904) 209 -0530
Colin Baenziger & Associates was selected on December 28, 2006, to conduct the County
Administrator search. At the request of the county, we lengthened our normal 90 day process
and interviews were held on May 17th and 18th with a final selection scheduled for May 22, 2007.
Our work included scouring the nation to find the right person for the job, interviewing the
candidates, conducting through background checks, and recommending finalists for the city to
interview. Mr. Michael Wanchick, Assistant City Manager for Richardson, TX, was selected.
We subsequently found a Director of Health and Human Services, a Director of Library Services
and an Economic Development Director for the County.
8. County Manager Recruitment, Brevard County, FL (population 536,000)
Contact: Commissioner Chuck Nelson at (321) 454 -6601. or
Human Resources Director Frank Abbate at (321) 633 -2010.
CB &A was selected in early May 2009 to the County's next County Manager. Our work
included recruiting and advertising for candidates, conducting background checks, selecting the
most qualified, recommending them for interviews, coordinating the interview process, and
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III. Fee, Warranty and Other Important Information
assisting in the contract negotiations. Interviews took place on July 31st and Howard Tipton,
former Deputy County Administrator for Orange County, FL, was selected on August 4th. Colin
Baenziger served as the project manager for this search.
-17-
More CB&A Clients...
Osceola County, FL
County Manager
City of *Destin, FL
City Manager
City of * West Palm Beach, FL
Deputy City Manager for Utilities,
Parks & Recreation Director,
Fire Chief,
Employee Relations Manager
City of Talm Bay, FL
City Manager
Utility Director
COLIN BAENZIGER & ASSOCIATES — SOME OF OUR PLACEMENTS
2003 — Lauderdale Lakes, FL
Lee Feldman Anita Fain Taylor Greg Kisela
2004 — Cottonwood Heights, UT
Liane Stillman
2007 — St. Johns County, FL
Michael Wanchick Chip Igelsias
Rashad Young Chris Morrill
-19-
2009 — North Miami, FL
Russell Benford
Appendix A
Project Methodology
Appendix A. Search Methodology/Work Plan
The following search methodology has been refined over the past 10 years until is it is virtually
foolproof. It is the process we have used in all of our searches. We can also modify it to
integrate your ideas into the process. Our goal is to provide you with the opportunity to obtain
the information you need to make the right decision.
Phase I. Information Gathering
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 environment. In order to accomplish this, CB &A must first determine the needs
of the client and the characteristics of the ideal candidate. To do so, we:
• Compile background information from the jurisdiction's website and other sources,
• Interview the Council Members. Our goal is to develop a strong sense of your
community, its expectations, its challenges and its leadership. As part of this effort, we
will attend a Village Council meeting,
• Meet with key staff to obtain their input on the position and 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,
• Develop selection criteria and evaluation formats,
• Determine a reasonable compensation package.
Typically, we meet with the elected officials individually and then as a group. We also want to
finalize the timeline for the recruitment so that candidates can mark their calendars well in
advance and will be available when the Village Council conducts its interviews.
If the Village Council wishes, we will incorporate meetings with members of the community to
gather their insights. These can be very valuable as they provide additional points of view and a
better understanding of the elements of the community. In a sense, they help us develop an
understanding of the community's tapestry.
Phase H. Recruitment
Task Two: Develop Recruitment Materials
Based on the information we gather, CB &A will next develop a comprehensive recruitment
profile. Once we have completed our work, we will provide our draft for your review and
comment. Your suggestions will be incorporated, and the final recruitment profile will be used
in our recruiting efforts. Samples of our work can be found on our firm's website under the
"Active Recruitments" tab. More elaborate promotional materials can also be found at:
http: / /www. cb -asso. com/s r. html.
in
Appendix A. Search Methodology/Work Plan (continued)
Task Three: Recruit Candidates
As we understand it, the Village wants to consider only candidates with experience in Florida
and preferably South Florida. CB &A uses a number of approaches to identify and attract these
people. We say people, and not person, because our goal is to bring you three to five excellent
finalists, all of whom will do the job extraordinarily well and who are so good that you will have
a difficult time choosing among them. Then you can select the one who is the best fit with you
and your community. These approaches 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. Many
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.
• Advertising. While we will seek out the best, we will not ignore the trade press which
sometimes yields strong candidates. We intend to contact the members of organizations
such as the Florida League of Cities, Ken Small's CMs and so on. We will post it with
the International City /County Management Association where our goal will be to attract
strong candidates with Florida experience but have left the state and want to return. We
will also post it on our Website, www.eb- 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 we are seeking.
• Email. We will also e -mail the recruitment profile to our list of over 7,000 managers and
professionals who are interested in local government management. One of the
advantages of email is that if the recipient is not interested, he /she can easily forward the
recruitment profile to someone else who may be.
The Private Sector. Some of our clients ask that private sector candidates be included among
our recommended finalists. While we do not routinely recommend candidates without any
experience in government, we have been very successful in finding highly qualified and capable
private sector people to bring forward.
Phase III. Screening and Finalist Selection
Task Four: Evaluate the Candidates
Based on our most recent recruiting efforts, we anticipate receiving resumes from 60 to 100
applicants. Narrowing the field to six to ten candidates we will present for the Council requires a
mixture of in -depth research and subjective evaluation. Our process follows.
Step One. Initial Screening. CB &A will evaluate all resumes and identify the top 8 to
12 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.
/M
Appendix A. Search Methodology/Work Plan (continued)
Step Two. Screening Interview. Our lead recruiter, and possibly other senior
representatives of the firm, will interview each of these candidates. Using our experience
as managers and recruiters as well as our unique ability to assess candidates, we will
make a determination of the candidates' abilities and whether or not to recommend they
go forward in the process. Once the candidates have passed the initial screening
interview, a member of our staff will conduct a further interview and prepare a written
summary.
Step Three. Background Investigations. For those that remain in consideration, CB &A
will conduct extensive background checks. Specifically, we will:
• Interview 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.
• Conduct Background 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 at the county and federal level; bankruptcy
and credit; and motor vehicle. We also verify education and employment for the
past 15 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 also provide insight 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.
Our goal in these checks is to develop a clear picture of each candidate and each of the avenues
we pursue is a piece of the puzzle. We 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
candidate will be dropped from further consideration.
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.
/M
Appendix A. Search Methodology/Work Plan (continued)
Task Five: Finalist Selection and Presentation.
We evaluate the information we have gathered and select five candidates and one alternate for
presentation to the Council. 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 elected
officials, stakeholders and the jurisdiction. Typically 40% of our finalists are women and /or
minorities.
For the selected candidates, CB &A will compile the information we have developed into a
notebook. Specifically, it will include the following information for each candidate: his /her
resume a summary of our interviews with the candidate, the results of our background checks,
his /her reference checks, and our compilation of materials from Internet/newspaper archives.
The notebook will also include 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.
If you wish, we can also ask the finalists to provide written responses to a list of questions. We
do not recommend this approach. While these responses can offer insight, the best candidates
are often employed and very busy. They either do not have time to develop detailed responses to
questions or do not wish to and withdraw from the process. Consequently, we have found
asking candidates for written responses to questions to be counterproductive. Instead, as noted
above, we conduct interviews with the candidate, ask the questions, prepare summaries and
include them in the background notebooks. It is much easier for a candidate to find 45 minutes
to talk to our staff than to find 10 or so hours developing written answers to questions.
Task Six: 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 that, 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 Village Manager Selection
Task Seven: Coordinate the Candidate Assessment Process
We believe the Council should observe the finalists in a number of settings. We also recommend
you invite the finalists' spouses so they can spend time in your community and evaluate the new
area.
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 provides an opportunity for the finalists to ask questions and the senior
staff to assess them.
M
Appendix A. Search Methodology/Work Plan (continued)
Later, that evening, the elected officials and their spouses host a reception for the
candidates and spouses. The purpose is to observe how the finalists respond to a social
situation. Your next Village Manager will, after all, represent your local government in
numerous and a variety of 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. It should be
noted that in some cases, confidentiality may preclude a reception.
Day #2: Beginning at approximately 8:30 a.m., each candidate interviews individually
with each elected official 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 important to know if good chemistry exists. Ultimately
managers succeed and fail based on their interaction with the elected officials and the
one -on -ones are an excellent way to test this interaction.
After lunch, the elected officials as a group, would interview each candidate so that they
can assess the candidates in a formal meeting.
Formal Assessment Tools and Tests. Formal assessment tools (such as personality tests and
management in- basket exercises) can be utilized either at this stage or earlier in the process if
you desire. Typically our clients do not utilize them but rather depend on our expertise. Where
such tests have been conducted, they have verified our recommendation in every case.
Nonetheless, we will make them available at an additional cost should you wish to use them.
Task Eight: 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 Village Manager. Although the selection can be
made the same day as the interviews, this decision is quite important and we recommend you
take a little time to consider what you have seen and heard.
In terms of the final selection, we have a simple methodology we have developed 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. The candidates
are eager to know their status and we feel it is important that they be kept informed. As your
search consultant, they look to us for information and consequently we feel it is incumbent on us
to keep them informed.
Phase V. Negotiation and Continuing Assistance
Task Ten: Notification, Contract Negotiations and Warranty
Should the Council wish we will assist in the employment agreement negotiations. Generally a
member of the elected body and the attorney conducts the actual negotiations while we provide
advice and assistance concerning the compensation package and contract. If you request, we
=
Appendix A. Search Methodology/Work Plan (continued)
can also take the lead role in the negotiations. We also 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 stay in touch with you and your new
Village Manager. Our goal is to be there to assist in resolving any issues that arise before they
become intractable. In fact, at your request, after the selected individual has been on board for
approximately six months, 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. If by phone, we will make them either to the elected
officials as a whole or to its members individually.
Samples of Promotional Materials:
Most of our clients rely on a simple, well written recruitment profile such as the one we recently
did for Key Biscayne. See Appendix B.
The Village's Obligations
The Village will be responsible for providing the facilities for the interview process, coordinating
lodging for candidates from outside the area, and making arrangements for the evening
reception. The Village will also be responsible for reimbursing the candidates for all expenses
associated with their travel, meals and incidentals for the interview weekend.
If any or all of the following information is not available on the Internet, CB &A also expects the
Village staff to provide the following information to each of the finalists: the current year budget,
an organizational chart, any current strategic and long range plans, a copy of the Village Charter,
any job descriptions and other materials defining the role and duties of the Village Manager.
Once the finalists have been selected, your staff will mail this materi al to them. We may jointly
determine that other relevant materials should also be provided.
CB &A would like to attend every meeting of the elected officials during our assignment, but
regular attendance is not possible. Consequently, we would appreciate staff forwarding copies of
audiotapes of meetings we cannot attend.
Appendix A. Search Methodology/Work Plan
The following schedule assumes Colin Baenziger & Associates is selected as the recruiting firm on
January 26th.
Phase I. Needs Assessment & Data Gathering
February 9th: Colin Baenziger interviews the elected officials to: 1) get to know the elected
officials, 2) understand the issues the next Village Manager will face, 3)
understand any unique elements of the job, 4) develop a description of the ideal
candidate and 5) determine the desired compensation. Colin Baenziger begins
drafting the recruitment profile for publications and prospective candidates.
February 20th: Colin Baenziger submits the draft of the full recruitment profile to the Village
for its review. Comments will be due February 25th
Phase H. Recruiting
February 25th: The full recruitment profile is posted on CB &A's website and submitted to
publications. It is also e- mailed to over 7,000 government professionals.
March 16th: Closing date for submission of applications.
March 21st: CB &A reports the results of the recruiting effort to the Council.
Phase III. Screening
March 17th: CB &A begins screening candidates
April 16th: CB &A forwards the semi - finalist materials to the Village including the
candidates' resumes, a summary of our interviews with them, the results of our
background checks, and Internet results. Materials arrive on April 18tH
April 23rd: Colin Baenziger reviews the finalists with the Village's elected officials.
Phase IV. Interview Process Coordination and Village Manager Selection
May 4th: Village holds reception for candidates and spouses.
May 5th: Elected officials interview the candidates one -on -one.
May 7th: Village selects its next Village Manager.
Phase V. Negotiation, Warranty & Continuing Assistance
If requested, CB &A will assist in the contract negotiations. These typical take a week.
Appendix B
Sample Recruitment Profile
Village Manager
Key Biscayne, FL
(Permanent Population 12,300)
When people talk about the Emerald Isle, most people think of Ireland. That is because they have
never been to Key Biscayne. Located on a lush, 1.3 square mile island in Biscayne Bay, the key is a
tropical paradise. The Village is sandwiched between Crandon Park, an 850 acre Miami -Dade County
park at the north end of the island, and the 500 acre Bill Baggs Cape Florida State Park on the south.
While it is just two bridges and another key away from downtown Miami and a bit further to the world
renowned art-deco South Beach, once you pass Crandon Park, Miami's issues and problems and its
hustle and bustle seem a million miles away. It is an idyllic, small town where families are families
and people are friendly and know their neighbors. Residents are comfortable walking the dog or
jogging at any hour. School buses are nowhere to be seen as children ride their bikes and are driven to
the local public primary /middle schools, which are excellent. Recreational opportunities abound and
the beaches are plentiful.
Key Biscayne is essentially built out with 1,250 single family homes and 6,000 condominiums. Some
construction continues due to redevelopment and demolition and /or rebuilding /renovation of existing
structures. The Village is growing nonetheless. In fact, the population has increased by almost 20 %
over the past decade — largely due to snow birds being replaced with permanent, year -round residents,
many with children. Housing is expensive by most community's standards. Condominiums start at
about $550,000 and three bedroom townhouses sell for nearly $750,000.
The population is friendly, affluent, highly educated, interested and involved. They take their issues
and concerns seriously and are not shy about expressing them to the elected officials and village staff.
Their expectations for services are high.
HISTORY
During the first half of the 20th century, the northern two - thirds of the island were operated as the
largest coconut plantation in the continental United States.
In 1940 the Matheson family donated over 800 acres (3.2 km2) of their land to Dade County for a
public park (which became Crandon Park) in exchange for a commitment that the County would build
a causeway to the island. While there had been earlier schemes to develop a town on Key Biscayne,
the four -mile long Rickenbacker Causeway from Miami to Virginia Key and then and on to Key
Biscayne in 1947 opened the island to large scale residential development. The remaining Matheson
property, stretching across the middle of the island, was then sold to developers. Starting in 1951, the
Mackle Construction Company offered new, 1200 square foot homes for $9,540, with $500 down. A
U.S. Post Office contract branch was opened, the Community Church started holding services in an old
coconut - husking shed, and the Key Biscayne Elementary School opened in 1952.
The southern third of Key Biscayne, which included Cape Florida, was owned by the Deering family.
In 1948 Jose Manuel Aleman a Cuban politician in exile, bought the Cape Florida property from the
Deering estate. After Aleman died in 1951, his widow, Elena Santeiro Garcia, bought an ocean -to -bay
strip that had been part of the Matheson property. Much of this land was developed as part of what is
now the Village of Key Biscayne. Garcia sold the Cape Florida property in 1966 to the state of Florida
and it became Bill Baggs Cape Florida State Park, which opened January 1, 1967.
The election of Richard Nixon as President in 1968 and his subsequent purchase of property on the
Key (which became the Florida or Winter White House) brought international recognition to the area.
That in turn brought development of waterfront condominiums and communities such as Key Colony,
Casa del Mar, The Commodore Club and The Towers of Key Biscayne.
As time passed, the early Mackle homes began to be replaced with larger, more impressive structures
and residents became concerned with the direction their beloved community was taking. They
recognized that they needed the ability to control planning, building and zoning if they were to protect
their community. Incorporation of the Village of Key Biscayne followed in 1991.
CLIMATE AND DEMOGRAPHICS
Its climate is very similar to the rest of South Florida and characterized as subtropical. It has two basic
seasons — the summer, rainy season and the winter, dry season. Average temperatures range from an
average high of 90 degrees Fahrenheit in the summer to an average winter high of 77 degrees.
Summer lows average in the low 70's and in mid 50's in the winter. The average annual precipitation
is 58 inches, most of which typically falls in the summer.
The population is predominantly white and is equally split between Anglos and Hispanics.
Approximately half the population is foreign born while roughly 30% of the population is under 20
years old and less than 20% is over 65. As of 2009, the Census Bureau estimated the per capita
income to be $63,557. It also estimated that nearly 75% of those over 25 had at least a Bachelor
degree.
THE GOVERNMENT
Since incorporation, Key Biscayne has developed into a well respected, full service government. The
Village Council is composed of seven elected officials. The Mayor is elected to a two year term while
the other six Council members serve staggered, four year terms. Term limits take effect after eight
years.
WN
The elected officials are bright, articulate, get along well with one another, and genuinely want the best
for their community. The staff is capable and respected by the elected officials. Overall, the
government runs smoothly. Historically, Key Biscayne's managers have worked hard to make the
elected officials look good and the elected officials have returned the favor.
The Village has 115 full time (and as many as 75 part time) employees providing the following
services: planning, zoning, code enforcement, police, fire, parks, recreation, streets and drainage.
Water and sewer are provided by the County while the Village contracts with a third party for solid
waste removal. The Village's total budget is approximately $25,000,000. Police accounts for 20 %,
fire rescue 25% and parks, recreational activities and the community center 15 %. The remaining 40%
is divided among debt service (12 %), council, clerk, administration and attorney (8 %), public works
(7 %), administration, building, planning and zoning (6 %) and other items.
The Village has five bargaining units: two for police, two for fire and one for the general employees.
THE CHALLENGES
Key Biscayne is not facing any dire emergencies but the challenges are there nonetheless. As with
most other governments around the country, revenues from property taxes are not what they once
were. Since property values peaked several years ago, the total assessed value for the Village has
dropped approximately 30 %. Consequently, resources are tight and need to be managed carefully. All
significant expenses are being reviewed including pensions and ways to reduce them are being sought.
Second, the population is growing, particularly the younger population, and more space is needed for
recreation and in particular, playing fields. Third, much of Key Biscayne beach has disappeared. A
beach renourishment plan has been developed and funded. It is now working its way through
permitting. The effort is complicated since sea grass has established itself in areas where the beach
once was. To deal with that issue may require a more balanced way of looking at beach
renourishment, not just on the Key but nationally. Otherwise, in the long run, in places like Key
Biscayne, the beaches may disappear. Another challenge is finding ways to work with the County
School Board to improve the condition of its facilities on the Key and to enhance the curriculum. The
bottom line is the Board cannot provide the level of service that residents expect for their children.
Finally, traffic can be an issue but is also symptomatic of a larger regional issue facing the Village.
Much of what happens on and around the Key is controlled by other parties. For example, the only
way onto the island is to take the Rickenbacker Causeway to Virginia Key and then over a bridge to
the Key itself. As noted, Crandon Park is at one end of Key Biscayne and Bill Baggs Cape State Park
and both attract visitors, particularly on weekends and holidays. Further, Virginia Key has a state park,
the Miami Seaquarium and several other facilities. It also hosts special events such as a major tennis
tournament. The result is traffic to and from Key Biscayne can be backed up for hours. And it is
largely beyond Key Biscayne's control. The state of Florida, Miami -Dade County and the city of
Miami own and control the parks and the Causeway. Hence, regional partnerships, or at least
cooperation is critical to the quality of life on the Key.
THE IDEAL CANDIDATE
Key Biscayne is seeking a highly competent and outstanding professional — a manager and leader. The
individual will not manage solely from his /her office but will be out and about and involved in the
community. Village residents expect their government to be responsive, help and friendly and the
manager must epitomize those characteristics. The manager will recognize the importance of customer
service in a high end community, have a natural affinity for it and insure it is the Village staff s top
priority. When a resident arrives with a problem, the manager will not look at it from a detached point
of view but rather will take an emotional ownership of the issue and, through his /her staff, work
diligently to resolve it. Resident expectations and involvement are high. The Key is also, in many
ways, a small town where everyone knows everyone. As a result the Village Manager must be very
people- oriented and value community input. The individual will also reach out to nearby communities
to form mutually beneficial partnerships to solve issues. He /she will recognize his /her credibility is
based on honesty, integrity, fairness, respect given and responsiveness. A positive, can do attitude and
a sense of humor are also a must. The next manager will be high energy, thoughtful, open and direct
yet diplomatic and accomplishment oriented.
Strong financial skills will be important as is the ability to negotiate. The next manager will
understand whom he /she works for — all seven Council Members — and also understand that it takes a
majority to direct policy. As such the next manager will treat all the Council Members equally and
share information. She/He will be comfortable with Council Members interacting (but not directing)
staff. The individual will not be a micromanager but will delegate and hold staff accountable for their
actions and for results. Meeting deadlines with a high quality result will be very important to the
individual. He /she will see the big picture but understand day -to -day operations as well. The next
manager will understand the need for process but also understand these processes need to be as
efficient and effective as possible.
The position requires a Bachelors degree, with a Masters preferred. Seven years of senior level
management supervising or managing a complex organization is ideal. Experience in a high end, built
out community, economic development and unions are a plus. Florida experience is preferred but not
necessary (as long as the individual can build external relationships quickly). The ability to speak
Spanish is a plus. It is not, however, a requirement or expected. Extensive experience in a senior
level local government position may be substituted for the educational requirement and additional
education may be substituted for some of the experience requirement.
PRIOR MANAGERS
The Village has had three managers since 1991 and the most recent is leaving to become the Chief of
Staff / Deputy Mayor for the new mayor of Miami -Dade County.
COMPENSATION
The starting salary range is $150,000 to $200,000. Benefits are very good.
WE
RESIDENCY
The next manager will not be required to establish residency in the City
CONFIDENTIALITY
In Florida, all applications become a public record once submitted.
HOW TO APPLY
E -mail your resume to Recruitfikht(a),cb- asso.com by August 27, 2011. Faxed or hard copy
applications will not be considered. Please direct all of your questions to Colin Baenziger at (561)
707 -3537.
THE PROCESS
The Village is expected to select finalists on October 4th. Interviews will be held on October 14th and
15th.
OTHER IMPORTANT INFORMATION
Key Biscayne is an Equal Opportunity Employer and values diversity at all levels of its workforce. It
encourages minorities and women to apply. A veteran's preference will be awarded per Florida law.
:S
Appendix C
Searches by
Colin Baenziger & Associate'Staff
Governmental Search Assignments
Performed by the Staff*of*Colin Baenziger & Associates
Current Searches
Chief Administrative Officer, St. Tammany Parish, LA (population 233,700)
City Manager, Cape Coral, FL (154,300)
City Manager, Cocoa Beach, FL (population 11,900) — Begins May 2012
City Manager, Hallandale Beach, FL (population 37,100)
County Administrator, Hernando County, FL (population 173,100)
Executive Director, Environment & Infrastructure, Pinellas County, FL (population 916,500)
Finance Director, Oregon City, OR (population 31,900)
Completed Searches
City Manager - Completed Searches
City Manager, Alachua, FL (population 6,200) in 2001
City Manager, Albany, GA (population 75,600) in 2011
City Manager, Bartow, FL (population 16,000) in 2007
Town Manager, Bay Harbor Islands, FL (population 5,200) in 2003 and 2007
Town Manager, Buckeye, AZ (population 32,000) in 2006
City Manager, Cape Canaveral, FL (population 10,200) in 2010
Town Manager, Cutler Bay, FL (population 35,000) in 2006
Town Manager, Dundee, FL (population 3,000) in 2006 and 2009
City Manager, Casselberry, FL (population 25,000), in 2005
City Manager, Chamblee, GA (population 17,000) in 2011
City Manager, Cooper City, FL (population 32,000) in 2008
City Manager, Coral Gables (population 43,000) in 2009
City Manager, Cottonwood Heights, UT (population 34,000), in 2004
City Manager, Dania Beach, FL (population 28,000) in 2009
City Manager, Daytona Beach, FL (population 65,000) in 2002
City Manager, Deltona, FL (population 83,000) in 2006 and 2008
City Manager, Destin, FL (population 12,000) in 2003 and 2011
City Manager, Doral, FL (population 24,000), in 2004
City Manager, Eustis, FL (population 18,000) in 2007
City Manager, Fernandina Beach, FL (population 11,000) in 2006
City Manager, Fife, WA (population 8,700) in 2010
Town Manager, Fort Myers Beach, FL (population 6,900) in 2006 and 2008
Village Manager, Islamorada, Village of Islands, FL (population 7,500) in 1999 and 2005
City Manager, Gainesville, FL (population 117,000) in 2005
City Manager, Greensboro, NC (population 259,000) in 2009
C -1
Governmental Search Assignments (continued)
City Manager, Gulfport, FL (population 12,000) in 2003
City Manager, Hallandale Beach, FL (population 39,000) in 2010
City Manager, Holly Hill, FL (population 13,000) in 2008
City Manager, Homestead, FL (population 62,000) in 2010
Town Manager, June Beach, FL (population 3,600) in 2005
Town Manager, Town of Jupiter Island, FL (population 654) in 2005
Village Manager, Key Biscayne, FL (population 11,000) in 2007 and 2011
Town Manager, Lake Park, FL (population 9,100) in 2001 and 2003
Town Manager, Lantana, FL (population 9,600) in 2000
City Manager, Lakeland, FL (population 87,000) in 2003
City Manager, Lake Worth, FL (population 30,000) in 2003 and 2007
City Manager, Lauderdale Lakes, FL (population 32,000) in 1998 and 2002
Town Manager, Mangonia Park, FL (population 1,400) in 2001
City Manager, Marathon, FL (population 11,500 in 2002 and 2004
City Manager, Marco Island, FL (population 15,000) in 2008
City Manager, Melbourne, FL (population 72,500) in 2002
City Manager, Miami Gardens, FL (population 101,000) in 2004
City Manager, Mount Dora, FL (population 12,000) in 2005
City Manager, Naples, FL (population 21,000) in 2003 and 2007
City Manager, New Smyrna Beach, FL, FL (population 23,000) in 2009
City Manager, North Miami, FL (population 62,000) in 2002
Village Manager, North Palm Beach, FL (population 12,500) in 2004, 2005 and 2007
City Manager, North Port, FL (population 55,800) in 2011
City Manager, Ocala, FL (population 52,000) in 2008
City Manager, Orange City, FL (population 10,000) in 2010
City Manager, Orange Park, FL (population 9,100) in 2010
CAO, Orlando, FL (population 197,000) in 2005
City Manager, Oviedo, FL (population 33,000) in 2008
City Manager, Palm Bay, FL (current population 101,000) in 2002
City Manager, Palm Coast, FL (population 71,000) in 2006
Village Manager, Palmetto Bay, FL (population 24,000) in 2003
Village Manager, Pinecrest, FL (population 19,300) in 2011
City Manager, Pompano Beach, FL (population 101,000) in 2007
City Manager, Portland, ME (population 65,000) in 2011
Town Manager, Ponce Inlet, FL (population 2,500) in 2001
City Manager, Riviera Beach, FL (population 37,000) in 2009
City Manager, Roanoke, VA (population 96,000) in 2009
City Manager, Sarasota, FL (population 55,000) in 2007
Town Manager, Sewall's Point, FL (population 2,000) in 2006
City Manager, St. Pete Beach, FL (population 10,000) in 2001
City Manager, Stuart, FL (population 17,000) in 2006
City Manager, Sunny Isles Beach, FL (population 17,000) in 2006 and 2011
City Manager, Tacoma, WA (population 198,000)
City Administrator, Tavares, FL (population 11,000) in 2006
City Manager, Treasure Island, FL (population 7,500) in 2004
C -2
Governmental Search Assignments (continued)
City Manager - Completed Searches (continued)
City Manager, West Melbourne, FL (population 15,000) in 2009
City Manager, West Park, FL (population 12,000) in 2005 and 2010
City Manager, Woodstock, GA (population 21,000) in 2008
City Manager, Yakima, WA (population 91,000) in 2011
County Manager Completed Searches
County Manager, Baker County, FL (population 27,000) in 2006
County Administrator, Bay County, FL (population 158,000) in 2005
County Manager, Brevard County, FL (population 536,000) in 2009
County Administrator, Broward County, FL (population 1,800,000) in 2006
County Administrator, Clay County, FL (population 160,000) in 2005 and 2011
County Administrator, DeSoto County, FL (population 34,000) in 2005
County Manager, Flagler County, FL (population (83,000) in 2007
County Administrator, Highlands County, FL (population 98,000) in 2008
County Manager, Lowndes County, GA (population 92,000) in 2001
County Administrator, Martin County, FL (population 140,000) in 2005
Borough Manager, Matanuska- Susitna Borough, AK (population 85,000) in 2011
County Administrator, Monroe County, FL (population 80,000) in 2004
County Administrator, Nassau County, FL (population 60,000) in 2004
County Administrator, Okeechobee County, (population 39,000) in 2008
County Manager, Osceola County, FL (population 235,000) in 2003 and 2007
County Administrator, Polk County, IA (population 400,000) in 2007 and 2011
County Manager, Seminole County, FL (population 410,000) in 2006
County Administrator, St. Johns County, FL (population 162,000) in 2007
County Administrator, Sumter County, FL (population 70,000) in 2005
County Manager, Union County, NC (population 198,600) in 2010
Completed Searches - Assistant/Deputy Managers
Assistant County Administrator for Development and Infrastructure, Hillsborough County, FL
(population 1,000,055) in 2006
Assistant County Administrator/Human Services, Hillsborough County, FL in 2004
Assistant Town Manager, Jupiter Island, FL (population 654) in 2010
Assistant Village Manager, Islamorada, Village of Islands, FL (population 7,500) in 1998
Assistant to the City Manager, Lakeland, FL (population 87,000) in 2004
Assistant City Manager, Lake Worth, FL (population 30,000) in 2004
Assistant County Administrator, Martin County, FL (population 140,000) in 2006
Assistant City Manager, Tamarac, FL (population 55,500) in 2001
Assistant City Manager, West Palm Beach, FL (population 89,000) in 2004
Deputy City Manager, Durham, NC (population 220,000) in 2009
Deputy County Administrator, Hillsborough County, FL (population 1,000,055) in 2004
Deputy County Manager, Polk County, FL (population 500,000) in 2006
C -3
Governmental Search Assignments (continued)
Completed Searches — Community Development
Assistant Director of Community Development, Largo, FL (population 74,000) in 2004 and 2005
Community Development Director, Miami, FL (population 362,000) in 2008
Community Development Director, Safety Harbor, FL (population 18,000) in 2006
Community Development Director, Tamarac, FL (population 55,500) in 2007
Development Services Director, Daytona Beach, FL (population 65,000) in 2005
Director of Capital Projects, New Orleans, LA (population 323,000) in 2008
General Manager, North Sarasota Redevelopment District, Sarasota (population 53,000) in 2008
Growth Management Director, St. Lucie County, FL (population 261,000) in 2005
Growth Management Manager, Wellington, FL (population 55,000) in 2009
Housing and Community Development Director, West Palm Beach, FL (pop. 102,000) in 2007
Planning Administrator, Daytona Beach, FL (population 65,000) in 2007
Planning Department Director, Osceola County, FL (population 235,000) in 2005
Completed Searches — Economic Development / Redevelopment
Economic Development Director, Charlotte County, FL (population 170,000) in 2007
Director, Office of Economic & Workforce Development, Durham, NC (pop. 220,000), 2009
Economic Development Director, Loudoun County, VA (population 290,000) in 2010
Redevelopment Director, Daytona Beach, FL (population 65,000) in 2007
Economic Development Director, St. Johns County, FL (population 162,000) in 2011
Assistant City Manager for Community Building, Durham, NC (population 220,000) in 2009
Executive Director, Valdosta - Lowndes County Industrial Authority, GA (serving a population
92,000 +) in 2006 and 2011
Executive Director, Technological Research and Development Authority, FL (serving a
statewide population) in 2006
Completed Searches — Engineers
Assistant City Engineer, Melbourne, FL (population 75,000) in 2008
County Engineer, Polk County, FL (population 500,000) in 2006
Deputy County Engineer, Martin County, FL (population 140,000) in 2006
City Engineer, Gulfport, MS (population 90,000) in 2008
City Engineer, Sunny Isles Beach, FL (population 17,000) in 2006
Engineering Manager, Sumter County, FL (population 70,000) in 2005
Staff Engineer, Wellington, FL (population 55,000) in 2009
Completed Searches — Facilities Management
Centroplex Director, Orlando, FL (population 197,000) in 2004
Lakeland Center Director, Lakeland, FL (population 87,000) in 2004
C -4
Governmental Search Assignments (continued)
Completed Searches — Finance
Budget and Financial Services Director, Polk County, FL (population 500,000) in 2006
Retirement Services Director for Lakeland, FL (population 87,000) in 2006 and 2008
Finance Director, Fort Walton Beach, FL (population 20,000) in 2006
Manager, Office of Management and Budget, Lake Worth, FL (population 37,000) in 2010
Finance Director, Lauderdale Lakes (population 32,000) in 1998
Deputy Director of Management, Budget and Accounting, Orlando, FL (pop. 197,000) in 2004
Chief Financial Officer, Hillsborough Area Regional Transit, FL (population 1,000,055) in 2005
Chief Financial Officer, City of Orlando, FL (population 87,000) in 2005
Finance Director, West Palm Beach, FL (population 102,000) in 2007
Controller, City of Orlando, FL (population 197,000) in 2007
Budget Director, St. Petersburg, FL (population 248,000) in 2009
Finance Director, St. Petersburg, FL (population 248,000) in 2010
Finance Director, Sunny Isles Beach, FL (population 17,000)
Finance Director, Tamarac, FL (population 55,500) in 2005 and 2009
Completed Searches — Housin2/Buildin2
Assistant to the County Administrator — Affordable Housing, Broward County, FL (population
1,700,000) in 2004
Building Official, Jupiter Island, FL (population 580) in 2005 and 2010
Building Official, Miami Beach, FL (population 91,000) in 2005
Building Department Director, Osceola County, FL (population 235,000) in 2005
Assistant to the County Administrator — Affordable Housing, Broward County, FL (population
1,700,000) in 2004
Building Official, Jupiter Island, FL (population 580) in 2005
Building Official, Miami Beach, FL (population 91,000) in 2005
Building Department Director, Osceola County, FL (population 235,000) in 2005
Building Official, Sewall's Point, FL (population 2,000) in 2006
Building Official, Tamarac (population 55,000) in 2008
Housing and Community Development Director, West Palm Beach, FL (pop. 102,000), 2007
Completed Searches — Human Resources
Human Resources Director, Boca Raton, FL (population 84,000) in 2006
Director of Personnel, Fulton County, GA (population 992,000) in 2010
Human Resources Officer, Loudoun County, VA (population 290,000) in 2011
Human Resources Administrator, Martin County, FL (population 140,000) in 2007
Personnel Director, North Miami, FL (population 56,000) in 2001
Human Resources Director, Osceola County, FL (population 235,000) in 2006
Human Resources Director, City of Sarasota, FL (population 55,000) in 2002
Personnel Director, Vero Beach, FL (population 17,900) in 2003
C -5
Governmental Search Assignments (continued)
Completed Searches — Human Services
Assistant County Administrator for Human Services, Hillsborough County, FL (population
1,000,055) in 2004
Director, Health and Human Services, St. Johns County, FL (population 162,000) in 2010
Executive Director, Juvenile Welfare Board, Pinellas County, FL (population 950,000) in 2005
Completed Searches — Information Technology
Information Technology Director, Lakeland, FL (population 87,000) in 2004
Information Services Director, Lauderdale Lakes, FL (population 32,000) in 1998
Completed Searches — Parks/Recreation/Libraries
Director Parks, Recreation, & Conservation, Hillsborough County, FL (pop. 1,000,055) in 2004
District Manager, Holiday Park Recreation District (population 1,400) in 2007
Library Services Director, St. Johns County, FL (population 162,000) in 2007
Completed Searches — Public Safety
Fire Chief, Daytona Beach, FL (population 65,000) in 2006
Fire Chief, Lauderdale Lakes, FL (population 32,000) in 1999
Fire Chief, West Palm Beach, FL (population 89,000) in 2005
Police Chief, Daytona Beach, FL (population 65,000) in 2006
Police Chief, Sewall's Point, FL (population 2,000) in 2007
Police Chief, Sunny Isles Beach, FL (population 17000) in 2010
Completed Searches — Public Works
Public Works Director/ Capital Projects Manager / City Engineer, Sunny Isles Beach, FL
(population 17,000) in 2007
Assistant Public Works Director, Sunny Isles Beach, FL (population 17,000) in 2008
Public Works Director, Fort Lauderdale, FL (population 183,000) in 2004
Public Works Director, Polk County, FL (population 500,000) in 2005
Public Works Director, Chandler, AZ (population 250,000) in 2007
Public Works Director, Tamarac, FL (population 55,500) in 2003
Solid Waste Director, Hillsborough County, FL (population 1,000,055) in 2005
Vice President, Public Works & Operations, Ocean Reef Community Association (pop. 2,000),
Key Largo, FL, in 2001
C -6
Governmental Search Assignments (continued)
Completed Searches — Transportation
Chief Financial Officer, Hillsborough Area Regional Transit, FL (population 1,000,055) in 2005
Director of Traffic Engineering, Polk County, FL (population 500,000) in 2002
Executive Director, Lakeland Area Mass Transit District, FL (population 87,000) in 2005
Executive Director, Tampa - Hillsborough County Expressway Authority, FL (population
1,000,055) in 2007
Completed Searches — Utilities
Director, Watershed Management, Dekalb County, GA (population 700,000) in 2011
Environmental Services Director, Largo, FL (population 74,000) in 2006
Executive Director, Florida Keys Aqueduct Authority, Key West, FL (pop. 90,000) in 2003
Executive Director, Escambia County Utilities Authority, FL (90,000 customers) in 2002
Executive Director, Onslow Water & Sewer Authority (Jacksonville, NC) (pop. 160,000) in 2009
General Manager /CEO, Orlando Utilities Commission, FL (190,000 customers) in 2004
General Manager, Tampa Bay Water (population served 2,400,000) in 2008
Utilities Director, Charlotte County, FL (population 170,000) in 2007
Utilities Director, Daytona Beach, FL (population 65,000) in 2004
Utilities Director, Lake Worth, FL (population 30,000) in 2009
Utilities Director, Palm Bay, FL (population 101,000) in 2005
Utilities Director, Polk County, FL (population 500,000) in 2004
Water (Wastewater) Resources Director, St. Petersburg, FL (population 248,000) in 2008
Completed Searches — Work Force Management
Executive Director, South Florida Workforce, FL (service area pop. of 3,000,000 +) in 2005
Director, Office of Economic & Workforce Development, Durham, NC (pop. on 220,000), 2009
Completed Searches — Other
City Attorney, West Melbourne, FL (population 15,000) in 2008
City Clerk, Lauderdale Lakes (population 32,000) in 1998
Community Development District Manager, Severn Trent, FL in 2005
Director, Registrations and Elections, Fulton County, GA (population 992,000) in 2009
Environmental Resources Director, St. Lucie County, FL (population 261,000) in 2009
Executive Director, Lakewood Ranch Inter - District Authority (population 15,000) in 2011
Executive Director, Northern Palm Beach Improvement District, Palm Beach Gardens, FL
(population 200,000) in 2003
General Manager, Sun 'n Lake Improvement District, FL (population 7,500) in 2002 and 2005
Special Projects Coordinator, Islamorada, Village of Islands, FL (population 7,500) in 1998
C -7
Appendix D
St. Johns County Resolution Thanking
Colin Baenziger & Associates
for Its Outstanding Work
Note: Additional Resolutions thanking CB &A for its outstanding efforts can be found at
www.cb - asso.com under "Testimonials"
RESOLUTION NO. 2007-,,23/
A RESOLUTION OF THE COUNTY COMMISSION
OF ST. JOHNS COUNTY, FLORIDA, THANKING
COLIN BAENZIGER & ASSOCIATES FOR ITS
OUTSTANDING EFFORTS IN CONDUCTING THE
EXECUTIVE SEARCH FOR THE COUNTY'S NEW
ADMINISTRATOR; AND PROVIDING AN
EFFECTIVE DATE.
WHEREAS, St. Johns County retained Colin Baenziger & Associates (CB &A) to
identify and recommend strong candidates to be the County Administrator;
WHEREAS, CB &A's staff worked diligently to find and produce excellent candidates,
and then provided the County Commission with comprehensive materials concerning the
candidates' aptitude, experience, background, complete and thorough interviews, references,
extensive checks of criminal, civil and financial history, verification of employment and
education, and exhaustive reviews of Internet and newspaper archives of these candidates; and
WHEREAS, CB &A's process was completely open, fair and unbiased and was
extremely well received by the County Commission, county staff, the press, and the public; and
WHEREAS, the County Commission wishes to express its gratitude to Colin Baenziger
& Associates for its efforts on behalf of the county;
NOW BE IT THEREFORE RESOLVED BY THF, COUNTY COMMISSION OF
ST. JOHNS COUNTY, FLORIDA AS FOLLOWS:
Section 1: Recitals. The preceding recitals are true and correct and are incorporated
herein by this reference.
D -1
Section 2. Acknowledgement. The County Commission wishes to express its sincere
appreciation and gratitude to Colin Baenziger & Associates for its outstanding work and effort in
assisting the county in finding its County Administrator.
Section 3: Effective Date. This resolution shall take effect immediately upon adoption.
PASSED AND ADOPTED by the Board of County Commissioners of St. Johns
County, Florida, this N i day of August, 2007.
ATTEST: Cheryl Strickland, Clerk
Bv:
Deputy Clerk
BOARD OF COUNTY COMMISSIONERS
ST. JOHNS COUNTY, FLORIDA
By: t tcL
Ben Rich, Chairman
Rendition Date: F! '3 t .0 7
D -2