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HomeMy WebLinkAboutRESPONSE - RFP - P946 EXECUTIVE SEARCH SERVICESf'. Y+ SLAVIN MA AGEMENT C O N S U LTA N T S P T F'^ Center, Transportation Agency, Sheriffs Office, Superintendent of Schools, Fire Marshall, Assessor's Office, Library System and County Recorder's Office. Mr. Slavin received his Bachelor of Science degree in Political Science from the University of Santa Clara, and has completed the graduate course work for a Master's degree in Public Administration at California State University at Hayward. He is a Certified Professional Consultant to Management by the National Bureau of Certified Consultants. Organizations • International City Management Association • American Society for Public Administration • International Personnel Management Association • IPMA - Human Relations Commission • IPMA - Publications Review Committee • Certified Management Consultant (National Bureau of Certified Consultants) • Southern California Public Labor Relations Council • Southern California Municipal Assistants • Bay Area Salary Survey Committee Jill T. Pv/ant, SMC Consultant Ms. Pylant will assist Mr. Slavin with this project as he may request. She has more than 30 years experience in the field of Human Resource Management and local government administration, including eight years as a managing consultant and seven years in local government executive positions. She holds the Master of Public Administration degree. Highlights of Ms. Pylant's career include: • Personnel Director for the fastest growing urban county in the United States, with responsibility for all personnel policies and practices for 2500 employees and a total payroll of $50 million. • Redesigned the total compensation package and developed a professional management structure for plan design, administration and communication for a large urban county government with 3800 employees. • Directed many Compensation and Classification Studies. Developed job analysis methodology to identify skills, knowledges and abilities of individuals and organizational functions. • Responsible for countywide MIS planning and operations for a fastest growing large county using two mainframe platforms and managing 43 major systems. 0 Managed a Functional Job Analysis of several agencies within the South Carolina Department of Social Services to restructure jobs and reassign organizational objectives for increased efficiency. The results of the work were contributed to the National Task Bank for the Social Services developed by the W. E. Upjohn Institute as well. • Established performance and productivity standards for more than one hundred positions, including clerical, technical and professional, in the Gwinnett County Department of Administrative Services. • Facilitated numerous workshop group sessions to brainstorm goals and objectives, set priorities and develop team decision making skills. • Adapted the national government's Factor Evaluation System forjob classification for use in state and local government. • Developed and conducted supervisory skills development training for local government jurisdictions in South Carolina. • Developed and conducted training in personnel for county government elected officials in Georgia. 0 Set up a pay -for -performance system in a large county government. • Managed employee "quality circles" group in the modification of performance appraisal system as well as the development of new leave policies. Organizations • International Foundation of Employee Benefits Plans • American Society for Public Administration (held national, state and local offices) • International City Management Association (served on a national committee) • Georgia Local Government Personnel Association Prepared for the CITY OF FORT COLLINS, COLORADO by Slavin Management Consultants g E. Establish Evaluation Criteria Once the new City Manager has been on board for 30 days or so, we will conduct a session with the City Council and with the new City Manager to establish mutual performance criteria and goals for the position. F. Follow - We will follow-up with the City and the new City Manager during the first year and assist in making any adjust- ments that may be necessary. G. Reporting We will keep the City informed, involved in decisions and involved in the search process. We will provide frequent progress reports to the City Council. H. Deliverables Deliverables include the recruitment profile (draft and final), the advertisement (draft and final), the progress report (presented in person), the final report with interview tips, interview schedule, interview questions, candidate resumes, candidate evaluations, candidate writing samples, rating sheets, ranking forms, tabulation forms and appropriate/inappropriate question list and negotiated employment agreement between the City and the selected. Prepared for the CITY OF FORT COLLINS, COLORADO by Slavin Management Consultants 5 World at Work David G. Hunscher. Sr. David Hunscher will assist in the candidate prospecting aspect during recruitment phase of this project and with reference checking. He is a Senior Consultant with SMC with more than thirty years of experience in both the public and private sectors. As the Chief Executive and Administrative Officer for several complex jurisdictions, Hunscher has gained respect and recognition for his practical treatment of fiscal, human, and organizational management. In addition, Hunscher is recognized for his prowess in municipal planning, problem resolution, and employee cultivation. Mr. Hunscher has a distinguished career as a governmental executive. In fact, he previously served as County Administrator for both Washtenaw County, MI and Gaston County, NC. In 1996, he founded Organizational Improvement Systems, Inc. (OIS), a human resources management and executive recruiting consulting firm which was located near Detroit, Michigan. Through OIS, he conducted numerous successful national searches. Hunscher holds a Master in Government Administration degree from the University of Pennsylvania's Wharton School of Commerce and Finance. He lives in Ann Arbor, Michigan and is involved in a range of civic and professional activities both locally and nationally. Since 1965, David G. Hunscher has participated in organizational roles in private and public sectors. While serving in municipal executive positions, hewas an active participant in recruiting and hiring the mostqualified candidates for a variety of local government positions. He knows and understands local governments and has developed contacts nationwide. Josie Johnson, President - JC Johnson Company, Dallas, Texas Ms. Johnson will assist in networking for and recruiting qualified candidates for this search who do not typically respond to advertisements. The J C Johnson Company is an executive search firm specializing in the placement of executives for Fortune 500 corporations and public sector organizations nationwide. Established in 1991, the J C Johnson Company is a certified minority/woman owned enterprise. Our consultants have successfully placed more than 120 applicants, including minorities, women and physically challenged executives. The J C Johnson Company is based in Dallas, Texas with affiliates in Atlanta Georgia, Houston, Texas and Chicago, Illinois. As President of J C Johnson Company, Ms. Johnson offers more than fifteen years of successful recruitment experience. Her background includes experience as a consultant with an international executive search firm, as a director of recruiting for a national corporation with budget responsibilities of $600,000+ and as director of human resources for an international corporation with one thousand (1000) employees. Ms. Johnson received a Bachelor of Arts in Psychology with a minor in Personnel Administration from the University of Texas. Ms. Johnson is active in various professional and community organizations, which enhance her networking abilities. Those organizations include American Society of Personnel Administrators, National Association of Executive Recruiters, National Association of Female Executives, Societyfor Human Resource Management, Dallas Human Resource Management, Dallas Black Human Resources Association, Chamber of Commerce, Black Chamber of Commerce, NAACP, Alpha Kappa Alpha Sorority, University of Texas Ex -Student Association Life Member and a Dallas Urban League Board Member. Ms. Johnson's career experience includes successful placement of unique and difficultjob opportunities, as well as minority, female and physically challenged executives. Ms. Johnson has managed and successfully completed multiple -site recruitment projects. She routinely provides direct strategic planning for various positions within corporate structures. Ms. Johnson is sensitive to diversity issues and experienced in providing a qualified pool of minority candidates based upon criteria and skills specific to each project. Ms. Johnson is able to provide salary surveys as requested by the Client. She has also presented numerous workshops including "Move Your Career Forward" and "How to Effectively Develop an Internal System for Contract Employees." Prepared for the CITY OF FORT COLLINS, COLORADO by Slavin Management Consultants 9 GUARANTEES ^ We provide a comprehensive set of assurances and guarantees to out executive recruitment clients that include: • We are committed to excellence. We guarantee the highest quality of work and its success in your environment. To accomplish this, we will continue to work with the City until the City Council is satisfied with the candidates and a satisfactory candidate is selected and accepts employment. • We guarantee our work and will redo the search if the position is vacated, for any reason, within two years of the employment date of a candidate selected by the City through our efforts. • We will never actively recruit any candidate who we have placed nor will we actively recruit any employee from a client organization for at least two years from the completion date of an assignment. m Prepared for the CITY OF FORT COLUNS, COLORADO by Slavin Management Consultants 41J FEE STRUCTURE Professional Fees Our fees are based on a rate schedule that reflects the experience of the individual assigned. We use a flat fee rate schedule. Therefore, there are no project limitations based on annual salary. For this assignment we are proposing to use only consultants who have specific experience on similar assignments for other clients. We will use senior consultants where appropriate and to reduce the overall cost. We will use staff consultants when feasible. The following tables show the level of involvement by project step and cost. PROJECT COSTS STEPS ASSIGNED HOURS (Approximate) Project Consultant Total Manager RATE (Hr) FEES 1. Project Planning/Develop Position Profile/ Prepare and Place Advertising 32 32 75 $2,400 2. Identify & Recruit Candidate/Acknowledge Resumes 30 30 75 $2,250 35 35 35 $1,225 3. Preliminary Candidate Screening 12 12 75 $900 4 4 35 $140 4. Progress Report to Council/Reduce Candidate Pool 8 8 75 $600 8 8 35 $280 S. In-depth Candidate Evaluation (Includes on -site consultant interviews with semi- finalist candidates) 38 38 75 $2,660 16 16 35 $560 6. Arrange for & Schedule Final Interviews 4 4 75 $300 7. Prepare Final Report with Interview Questions and Selection Criteria 8 8 75 $600 16 16 35 $560 8. Present Final Report and Attend Interviews 10 10 75 $750 9. Assist in Employee Selection 2 2 75 $150 10. Negotiate Employment Agreement 4 4 75 $300 11. Establish Performance Goals 6 6 No Charge $0 12. Follow-up 4 4 No Charge $0 TOTAL HOURS 158 79 237 TOTAL PROFESSIONAL FEE 13 675 Expenses we All7V Consultant Travel Costs: The client pays direct cost for all necessary consultant travel using coach or, when available, lower air rates, corporate hotel rates at moderately priced properties (Holiday Inn or equivalent), rental cars, using the corporate discount and normal meals. Client controls these costs in the following ways: (1) when appropriate, consultants will accomplish multiple purposes when traveling and will allocate costs to multiple clients; (2) the client pre -approves all work plans including all consultant (and candidate) travel; (3) SMC will comply with the current State of Colorado travel expense per diem rate schedule. Prepared for the CITY OF FORT COLLINS, COLORADO by Slavin Management Consultants 11 I Office Costs Include: Telephone ($350 flat fee, billed in two installments), FAX, postage, messenger, copier, and clerical costs. Average Advertising Costs: Normally about $1,500. Client controls these costs because the advertising program will be approved by the City prior to implementation. Expenses for the executive search project described in this proposal will not exceed 50% of the professional fee ($6,837.50). Therefore, the total cost for this project will not exceed $20,512.50. The cost for final candidates to travel to Fort Collins for interviews is not covered by this proposal. Such costs are typically paid by the City on a reimbursement basis, directly to the candidates, and controlled through the City's prior approval of the finalist candidates. These costs vary depending on candidate location, espousal involvement, time required for candidates to be in Fort Collins, etc. For budgeting purposes, an average cost of between $450.00 and $650.00 per candidate would be appropriate. About five candidates are normally recommended for interviews. Should the City's needs result in additional project scope that significantly increases consultant travel and/or advertising costs, it may be necessary to increase the expense budget for the project. Your liability to Slavin Management Consultants for services rendered under this agreement will not exceed the agreed upon price unless an increase is authorized by you in writing. We will submit monthly invoices for fees and expenses. It is our practice to bill 30% at the start of the searches, 30% at the end of thirty days, 30% at the end of sixty days, and the remaining 10% shortly after the time the new City Manager accepts employment with the City. Each invoice will be payable upon receipt for professional services. r Expenses will be billed in addition and shown as a separate figure. Attached is a pro -forma invoice showing the level of accounting detail we will provide. �1 Prepared for the CITY OF FORT COLLINS, COLORADO by Slavin Management Consultants 12 AGREEMENT FOR SERVICES This proposal is presented for Slavin Management Consultants by: SIGNATURE: NAME: Robert E. Slavin TITLE: President DATE: July 6. 2004 This proposal is accepted for the City of Fort Collins, Colorado by: SIGNATURE: NAME: TITLE: DATE: We will comply with all applicable laws, rules, and regulations of federal, state, and local government entities Our ability to carry out the work required will be heavily dependent upon our experience in providing similar services to others, and we expect to continue such work in the future. We will, to the degree possible, preserve the confidential nature of any information received from you or developed during the work in accordance with our professional standards. We assure you that we will devote our best efforts to carrying out the engagements. The results obtained, our recommendations, and any written material provided by us will represent our bestjudgment based on the information available to us. Our liability, if any, will not be greater than the amount paid to us for the services rendered. This proposal constitutes the agreement between us. It cannot be modified except in writing by both parties. Our agreement will be interpreted according to the laws of the State of Colorado. Prepared for the CITY OF FORT COLLINS, COLORADO by Slavin Management Consultants 13 I PRO FORMA INVOICE INVOICE DATE: CLIENT: ADDRESS: CITY, STATE: Progress billing for professional services rendered in connection with our agreement: (Invoice _ of _) Reimbursable expenses at cost: Airfare $ XXX.XX Hotel XX.XX Ground Transportation XX.XX Meals XX.XX Tips XX.XX Telephone XXX.XX Clerical Support XXX.XX FAX XX.XX Messenger Service XX.XX Copies XX.XX Postage XX.XX Misc. Direct Costs XX.XX Total Expenses $XXXX.XX TOTAL INVOICE $XXXX.XX $XXXX.XX SLAWN MANAGEMENT CONSULTANTS SELECTED LIST OF CLIENTS The following list of clients represent organizations for which our principal Consultants performed significant project work. This client list spans some twenty years of experience of SMC consultants. Therefore, many of these clients' project contacts have moved to other agencies or, in the case of elected officials, may not —, hold office today. Please contact SMC if you desire to speak with the individuals who were our project contacts. We will gladly give you the project contact's current telephone number and/or address. Adams County School District #14, City of Boynton Beach, Florida —, Commerce City, Colorado City of Brownsville, Texas Alameda County, California City of Bryan, Texas Alameda -Contra Costa Transit District, City of Burbank, California Oakland, California City of Camarillo, California American Public Works Association City of Carson, California Arapahoe County, Colorado City of Casper, Wyoming Arrowhead Regional Development, City of Charlotte, North Carolina Duluth, Minnesota City of Chesapeake, Virginia Association of County Commissioners Georgia City of Clearwater, Florida Bay Area Rapid Transit District, City of Columbia, Missouri Oakland, California City of Columbus, Georgia Beaufort County, South Carolina City of Concord, New Hampshire r Birmingham Public Library, Alabama City of Corpus Christi, Texas Borough of Bergenfield, New Jersey City of Corta Madera, California Brown County, Wisconsin City of Culver City, California Broward County, Florida City of Dallas, Texas Buffalo County, Nebraska City of Davenport, Iowa California Housing Finance Agency City of Decatur, Georgia -- California State Government City of Decatur, Illinois Central Arkansas Library System City of Delray Beach, Florida CDC Federal Credit Union, Atlanta, Georgia City of Del Rio, Texas Chaffee County, Colorado City of Denton, Texas Chesterfield County, Virginia City of Destin, Florida Children's Board of Hillsborough County, City of Dothan, Alabama Florida City of Dubuque, Iowa -. City of Aiken, South Carolina City of Duluth, Georgia City of Albany, Georgia City of Durham, North Carolina City of Alpharetta, Georgia City of Eagle Pass, Texas City of Anaheim, California City of Edmond, Oklahoma City of Ann Arbor, Michigan City of Elgin, IL City of Arlington, Texas City of Enfield, Connecticut City of Atlanta, Georgia City of Escondido, California City of Atlantic Beach, Florida City of Evanston, Illinois City of Auburn, Maine City of Fort Lauderdale, FL City of Aurora, Colorado City of Franklin, Virginia City of Austin, Texas City of Gainesville, Florida City of Bartelsville, OK City of Gainesville, Georgia City of Bentonville, Arkansas City of Berkeley, California City of Galesburg, Illinois City of Garden City, New York City of Beverly Hills, California City of Glendale, Arizona City of Birmingham, Alabama City of Grand Rapids, Michigan City of Bisbee, Arizona City of Greensboro, NC City of Bloomington, Illinois City of Gulfport, Florida City of Brea, California City of Hemet, California SLAVIN MANAGEMENT CONSULTANTS CITY OF FORT COLLINS, COLORADO Executive Search Proposal for CITY MANAGER Prepared by Robert E. Slavin on July 6, 2004 SLAVIN MANAGEMENT CONSULTANTS Home Office 3040 Holcomb Bridge Rd. Suite B-1 a Norcross, Georgia 30071 a (770) 449-4656 a FAX (770) 416-0848 a E-mail: slavin@bellsouth.net With an office in Ann Arbor and affiliates in Dallas and Hartford SELECTED LIST OF CLIENTS Page Y City of Hercules, California City of Sacramento, California City of Highland Park, Illinois City of St. Louis Park, Minnesota City of Hollywood, Florida City of Salem, Oregon City of Homestead, Florida City of San Diego, California City of Huntington Beach, California City of San Fernando, California City of Independence, Missouri City and County of San Francisco, California City of Jacksonville Beach, Florida City of San Jose, California City of Kalamazoo, Michigan City of San Juan Capistrano, California City of Kansas City, Missouri City of Sandersville, Georgia City of Lakewood, Colorado City of Santa Ana, California City of Lapeer, Michigan City of Santa Monica, California City of Laramie, Wyoming City of Sarasota, Florida City of Laredo, Texas City of Shaker Heights, Ohio City of Lenexa, Kansas City of Simi Valley, California City of Liberty, MO City of Sioux City, Iowa City of Little Rock, Arkansas City of Springfield, Missouri City of Long Beach, California City of Sunnyvale, California City of Los Angeles, California City of Sunrise, Florida City of Manassas, Virginia City of Takoma Park, Maryland City of Miami Beach, Florida City of Titusville, Florida City of Milwaukie, Oregon City of Thornton, Colorado City of Minneapolis, Minnesota City of Traverse City, Michigan City of Miramar, Florida City of Topeka, Kansas City of Modesto, California City of Turlock, California City of Muscatine, Iowa City of Upper Arlington, Ohio City of New Smyrna Beach, Florida City of Valdez, Alaska City of Norfolk, Virginia City of Virginia Beach, Virginia City of Norman, Oklahoma City of Waco, Texas City of North Las Vegas, Nevada City of Washington, IL City of North Miami Beach, Florida City of West Des Moines, Iowa City of Northglenn, Colorado City of West Hartford, Connecticut City of Oberlin, Ohio City of West Hollywood, California City of Ocean City, Maryland City of West Palm Beach, Florida City of Oceanside, California City of Wichita, Kansas City of Olathe, Kansas City of Winston-Salem, North Carolina City of Oklahoma City, Oklahoma City of Winter Park, Florida City of Oxnard, California City of Worthington, Minnesota City of Palm Bay, Florida City of Ypsilanti, Michigan City of Palm Beach Gardens, Florida Chesterfield County, Virginia City of Palo Alto, California Clark County, Nevada City of Panama City, Florida Cobb County, Georgia City of Park Ridge, IL Columbia Development Corporation, City of Pasadena, California South Carolina City of Peoria, Illinois Columbus Water Works, Georgia City of Phoenix, Arizona Dade CountyFlorida City of Pittsburg, Kansas Dallas Area Rapid Transit District, Dallas, Texas City of Pompano Beach, Florida Dallas Independent School District, Texas City of Portage, Michigan District of Columbia City of Pueblo, Colorado Eagle County, Colorado City of Richmond, California East Brunswick Township, New Jersey City of Richmond, Virginia Escambia County, Florida City of Riverside, California Fairfax County, Virginia City of Riverview, Michigan Forsyth County, Georgia City of Roanoke, Virginia Fremont County, Colorado City of Rockville, Maryland Fresno County, California SLAVIN MANAGEMENT CONSULTANTS SELECTED LIST OF CLIENTS Page 3 Fresno Economic Development Commission, California Fresno Employment and Training Comm. (CA) Fresno Redevelopment Authority, California Fulton County, Georgia Georgia Municipal Association GoTopeka, Inc. Glynn County, Georgia Gunnison County, Colorado Hamilton County, Ohio Hall County, Georgia Hillsborough County, Florida Hennepin County, Minnesota Indian River County, Florida International City Management Association Jefferson County Housing Authority, Alabama Jefferson County Personnel Board, Alabama Ketchikan-Gateway Borough, Alaska Lake County, Florida Lake County, Illinois Lake Sumpter Community College, Florida La Plata County, Colorado Las Vegas Housing Authority Lee County Port Authority, Florida Leon County, Florida Lexington, Kentucky Library System Lincoln County, North Carolina Lincoln Road Development Corporation Livingston County, Illinois Local Government Insurance Trust (MD) Los Angeles, California, Community Redevelopment Agency Los Angeles County, California, Department of Community Public Health Los Angeles Music Center Operating Company Los Angeles Olympics Organizing Committee Martin County, Florida McHenry County, Illinois Mecklenburg County, North Carolina Memphis Housing Authority (TN) Mendocino County, California Mesa County, Colorado Metropolitan Library System of Oklahoma City/County Metropolitan Sewer District of Greater Cincinnati Mid -American Regional Council, Kansas City, Missouri Moffat County, Colorado Monterey County, California Muscatine County, Iowa New Kent County, Virginia Ocala Housing Authority (FL) Orange County, New York Orange County, North Carolina Palm Beach County, Florida Parkland Hospital (TX) Peoria County, Illinois Peoria Housing Authority Pinellas County, Florida Polk County, Florida Port Everglades Authority, Fort Lauderdale, Florida Port of Sacramento, California Prince William County, Virginia Public Works Commission of Fayetteville, North Carolina Ramsey County, Minnesota Rivanna Solid Waste Authority (Virginia) Rivanna Water and Sewer Authority (Virginia) Riverside Transit Agency, California Sacramento Municipal Utility District, California St. Louis County, Minnesota Saline County, Kansas San Diego County, California San Francisco Bay Area Rapid Transit District, California San Luis Obispo County, California San Mateo County, California Sarasota/Manatee Airport Authority Sarasota County, Florida Sedgwick County, Kansas Seminole County, Florida Sonoma County, California South Brunswick Township, New Jersey Southern California Rapid Transit District, California Southwest Florida Regional Planning Council Spartanburg Utility District (SC) Springettsbury Township, Pennsylvania Spotsylvania County, Virginia Town of Blacksburg, Virginia Town of Chapel Hill, North Carolina Town of Frisco, Colorado Town of Glastonbury, Connecticut Town of Jupiter, Florida Town of Stratford, Connecticut Village of Arlington Heights, Illinois Village of Glen Ellyn, Illinois Volusia County, Florida Washtenaw County, Michigan West Palm Beach Downtown Development Authority, Florida Whiteside County, Illinois Whitfield County, Georgia Yolo County, California 1 SLAVIN MANAGEMENT CONSULTANTS Mr. Kenneth Cronin Human Resources City of Roanoke 215 W. Church Ave. Room 364 Roanoke, Virginia 24011 (540)853-1805 Fire Chief Search (1995) Police Chief Search (199$ Library Director Search 120 1) Parks and Recreation Director Search (2002) Mr. T. Wayne Hobbs Assistant City Administrator City of Takoma Park 7500 Maple Avenue Takoma Park, Maryland 20912 (301)891-7203 City Administrator Search Police Chief Search Community Development Director Search Public Works Director Search Parks and Recreation Director Search Chairman David Williams Peoria County Peoria County Administrative Office 324 Main Street Peoria, Illinois 61602 (309)672-6054 County Manager Search (2001) Mr. W. Mark Pentz City Manager City of Rockville 111 Maryland Ave. Rockville, Maryland 20850 (301) 309-3301 Assistant City Manager Search (2001) Police Chief Search (2001) Mr. W. Calvin Horton Town Manager Town of Chapel Hill 306 N. Columbia, Street Chapel Hill, North Carolina 27516 (919) 968-2744 Transit Director Search (2000) Human Resources Director Search (2001) Ms. Carol A. Burkett Assistant to the Public Safety Director Orange County Administrator's Office 201 S. Rosalind Avenue, 5th Floor Orlando, Florida 32802-1393 (407) 836-3857 Corrections Director Search (2001) Mr. William Hargett City Manager City of Pompano Beach City Hall; Atlantic Blvd. Pompano Beach, Florida 33061 (561) 786-4601 City Manager Search Mr. Jeffrey A. Pomerantz City Manager City of West Des Moines 4000 George M. Mills Civic Parkway P.O. Box 65320 West Des Moines, Iowa 50265-0320 (515)222-3612 Fire Chief Search (2000) Mr. Lief Ahnell City Manager City of Boca Raton 201 West Palmetto Park Road Boca Raton, Florida 33432-3730 (561)393-7703 Police Chief Search (1998 Assistant City Manager SearchHuman Resources Focus (2000) Mr. Don D. Stillwell County Manager Lee County P.O. Box 398 Fort Myers, Florida 33902-0398 (941) 335-2221 Human Resources Director Search (2001) Mr. Robert S. LaSala City Manager City of Sunnyvale 456 W. Olive Avenue Sunnyvale, CA 94088-3707 (408)730-7480 Searches for Sunnyvale, Boca Raton and Pinellas County W.R. "Ray" Davis, Jr. Chair, Board of Supervisors New Kent County 7610 Davis Pond Road West Point, Virginia 23181 (804)843-4001 County Administrator Search (2002) Mayor Ed Schock City of Elgin 150 Dexter Court ElFin, Illinois 60120 �847) 931-5595 City Manager Search (2003) SLAVIN MANAGEMENT CONSULTANTS EEO STATEMENT Slavin Management Consultants (SMC) is committed to building a diverse workforce which reflects the face of the community we serve, honors and respects the differences and abilities of all our employees and residents, and provides employees with the necessary opportunities, tools, and support to achieve their maximum potential. Equitably managing a diverse workforce is at the heart of equal opportunity. Valuing diversity is the basis for a policy of inclusion. Diversity recognizes and respects the multitude of differences which employees bring to the workplace. Diversity complements organizational values that stress teamwork, leadership, empowerment, and quality service. Diversity means striving to maintain an environment in which managers value the differences in their employees and take steps to ensure that all employees know they are welcome. To achieve workplace equity and inclusion, SMC will observe the practices outlined below: • We will ensure that we do not discriminate in employment on the basis of race, color, religion, national origin, sex, age, disability, marital status, sexual orientation, creed, ancestry, medical condition, or political ideology. I • Our recruiting efforts will ensure that applicant pools are both capable and diverse. • We will make employment decisions based on job -related criteria and will provide opportunities for entry and promotion into non-traditional jobs. • We will ensure a workplace free of all forms of harassment. • We will develop a procedure for prompt, thorough and impartial investigations of discrimination or harassment complaints and will act on appropriate measures to provide remedy or relief to individuals who have been victims of illegal discrimination or harassment. Measures to ensure accountability for managing diversity will be incorporated into the performance - management system for supervisors and managers. The chief executive officerwill evaluate the effectiveness of our diversity policies and programs. By creating a workplace where everyone can work towards their maximum potential, SMC will retain quality, productive employees who will provide excellent services to our clients. SLAVIN MANAGEMENT CONSULTANTS MINORITY AND WOMEN PLACEMENTS CLIENT POSITION ALACHUA COUNTY, FL County Administrator ASPEN, CO City Manager AUSTIN, TX City Manager City Manager BERKELEY, CA City Manager Public Works Director BEVERLY HILLS, CA Sanitation Director Library Director BOCA RATON, FL City Manager Asst. City Manager BROWARD COUNTY, FL Assistant Director of Equal Employment BRYAN, TX Municipal Court Judge City Manager CAMARILLO, CA City Clerk CARSON, CA Planning Director CHAPEL HILL, NC Transportation Director Human Resources Director CENTRAL CITY ASSN. OF THE Director of Security CITY OF LOS ANGELES (CA) CHARLOTTE, NC Neighborhood Services Director COLUMBIA, MO Police Chief CULVER CITY, CA Finance Director DALLAS INDEPENDENT Chief Financial Officer SCHOOL DISTRICT (TX) DALLAS, TX City Attorney DECATUR, GA Chief of Police DISTRICT OFCOLUMBIA Executive Director Alcoholic Beverage Regulations Commission DURHAM, NC City Manager City Manager Police Chief Public Works Director City Manager(#2) ESCONDIDO, CA Civic Center Construction Mgr FRESNO, CA (PIC) Executive Director FORT LAUDERDALE, FL Fire Chief GAINESVILLE, FL Equal Employment Director AFRICAN AMERICAN WOMAN LATINO X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X SLAVIN MANAGEMENT CONSULTANTS Minority and Female Placements Page 2 CLIENT POSITION AFRICAN AMERICAN WOMAN LATINO GLASTONBURY, CT Human Resources Director X X GREENBELT HOMES, INC. Executive Director X (MARYLAND) GREENSBORO, NC Assistant City Manager X HAMILTON COUNTY, OH Jobs and Family Services Director X HILLSBOROUGH COUNTY (FL) Executive Director X CHILDREN'S BOARD HOLLYWOOD, FL City Manager X JUPITER, FL Assistant to the City Manager X Public Works Director X KALAMAZOO, MI City Manager X Assistant City Manager X LAKE COUNTY, FL County Attorney X LAKE COUNTY, IL Purchasing Director X LA PLATA COUNTY, CO Human Services Director X LEE COUNTY, FL County Administrator X Human Resources Director X LINCOLN ROAD Executive Director X —. DEVELOPMENT CORP. LONG BEACH, CA Police Chief X LONG BEACH, CA Executive Director, Civil Service X Commission LOS ANGELES, COMMUNITY Sr. Project Manager X X REDEVELOPMENTAGENCY Project Manager X Project Manager X LOS ANGELES COUNTY (CA) Executive Director X X HEALTH SYSTEMS AGENCY Deputy Exec. Dir. X LOS ANGELES COUNTY Public Health Director X —" DEPARTMENT OF PUBLIC HEALTH LOS ANGELES OLYMPICS Human Resources Director X X ORGANIZING COMMITTEE Director of Venues X METROZOO (MIAMI FL) Director of Marketing X MEMPHIS (TN) HOUSING Executive Director X AUTHORITY MIAMI, FL Director of Cip X MIAMI (FL) OFF-STREET Finance Director X PARKING SYSTEM MIAMI VALLEY REGIONAL Executive Director X X TRANSIT AUTH. (DAYTON, OH) SLAVIN MANAGEMENT CONSULTANTS Minority and Female Placements Page 3 CLIENT POSITION MIRAMAR, FL City Manager MONTEREY COUNTY, CA Hospital Administrator NOAH DEVELOPMENT Executive Director CORPORATION NORFOLK, VA Human Resources Director Senior Engineer NORFOLK, VA Social Services Director OCALA (FL) PUBLIC HOUSING Executive Director AUTHORITY OBERLIN, OH City Manager ORMOND BEACH, FL City Manager OKLAHOMA CITY, OK City Manager PALM BAY, FL Human Resources Director PALM BEACH COUNTY, FL Assistant County Administrator PALM BEACH COUNTY (FL) Executive Director CHILDREN'S SERVICES BOARD PALM BEACH COUNTY (FL) Executive Director HEALTH CARE DISTRICT AFRICAN AMERICAN WOMAN X X X X X X X X X X X X X X LATINO PALM BEACH GARDENS, FL City Manager (1992) X City Manager(1999) X PALO ALTO, CA City Attorney X PEORIA (IL) PUBLIC HOUSING Executive Director X AUTHORITY PRINCE WILLIAM COUNTY, VA Fire Chief X RICHMOND, CA City Manager X RICHMOND, VA Director of Public Health X ROANOKE, VA Police Chief X Economic Development Director X Assistant City Manager X X Director of Human Services X ROCKVILLE, MD Assistant City Manager X SACRAMENTO, CA Human Resources Director X X SAGINAW, MI Police Chief X SAN DIEGO, CA City Manager X SAN FRANCISCO, CA Assistant City Administrator X SAN JOSE, CA Police Chief X SANTA MONICA, CA Deputy City Manager X SARASOTA, FL Human Resources Director X SLAVIN MANAGEMENT CONSULTANTS Minority and Female Placements Page 4 CLIENT POSITION AFRICAN AMERICAN WOMAN LATINO SARASOTA COUNTY, FL Deputy County Administrator X SHAKER HEIGHTS, OH City Administrator X SUNNYVALE, CA Public Information Officer X City Clerk X STRATFORD, CT Human Resources Director X TAKOMA PARK, MD City Manager X Recreation Director X X Housing and Community X Development Director Public Works Director X THORNTON, CO Public Information Officer X WRGINIA BEACH, VA Human Resources Director X VIRGINIA BEACH PARK Executive Director X TRUST (FL) VOLUSIA COUNTY, FL County Manager X WACO, TX Deputy City Manager X Exec. Dir. - Support Services X Assistant City Manager X Director of Facilities X THE WEINGART CENTER Executive Director X (LOS ANGELES) WEST COVINA, CA Planning Director X X WEST MIFFLIN, PA Town Administrator X WICHITA, KS Human Resources Dir X X Community Services Dir X X Communications Director X Director of Libraries X Housing and Development X X Director YPSILANTI, MI City Manager X ZOOLOGICAL SOCIETY OF Executive Director X FLORIDA (DADE COUNTY) SLAVIN MANAGEMENT CONSULTANTS July 6, 2004 Mr. James B. O'Neill II, CPPO City of Fort Collins Purchasing Division 215 North Mason St., 2" Floor Fort Collins, Colorado 80524 Re: Executive Recruitment Services for City Manager Dear Mr. O"Neill: Slavin Management Consultants (SMC) is pleased to submit this proposal to conduct an executive search for the next City Manager of Fort Collins. The purpose of this project is to help the City Council (Council) to develop and agree to a comprehensive position profile for City Manager and then to identify, recruit and present outstanding candidates who meet these criteria. Once the profile has been developed and approved by the Council, we will have no difficulty identifying quality prospective candidates and becoming immediately productive. It is normal for a City Manager search to take between sixty and ninety days to complete. As a high quality, independent management consulting firm, Slavin Management Consultants is most capable and interested in providing these services to the City. This proposal commits the highest level of our firm's resources. I will manage and serve as the primary consultant for this critical project. I am the owner and president of SMC and am among the most experienced recruiters of governmental managers in the nation. I have a strong and proven commitment to providing exceptional recruitment services to public agencies and have received many accolades supporting this work. I have the authority to bind the corporation. Ms. Jill Pylant, Mr. David Hunscher and Ms. Josie Johnson will assist with the project. All are highly experienced human resources consultants. We are currently conducting six searches of which two are near completion. We have placed local government executives in Colorado and in all regions of the United States. We are exceptionally well qualified to help Fort Collins with this work. Our Colorado experience includes executive search and/or human resources consulting projects for the Adams County Schools, Chaffee County, Eagle County, Gunnison County, La Plata County, Mesa County and the cities of Aurora, Lakewood, Northglenn, Pueblo, and Thornton. We have included a client list as an exhibit with this proposal. SMC is a national firm, strategically based in Norcross, Georgia for easy access to Atlanta's Hartsfield/Jackson International Airport - the world's busiest airport. We have an office in Ann Arbor, MI and affiliates in Dallas, TX and Hartford, CT. Thank you for the opportunity to submit this proposal. We look forward to working with the City of Fort Collins on this highly challenging and very important assignment. If you have questions concerning this proposal, please contact me at (770) 449-4656. Very truly yours, SLA�VIN MANAGEMENT CONSULTANTS Robert E. Slavin President RESCf 3040 Holcomb Bridge Road • Suite Bl • Norcross, GA 30071-1357 • (770) 449-4656 • FAX: (770) 416-0848 TABLE OF CONTENTS Cover Letter EXECUTIVE SUMMARY.............................................................. 1 About Fort Collins, Colorado ..................................................... 1 About Slavin Management Consultants ............................................ 1 PROJECT SUMMARY................................................................ 3 Define Position Profile.......................................................... 3 Identify Qualified Candidates..................................................... 3 Evaluate Prospective Candidates ................................................. 3 Preliminary Screening and Progress Report .................................. 3 Selection and Employment...................................................... 4 In-depth Screening and Final Report ........................................ 4 Establish Evaluation Criteria ..................................................... 5 Follow-up.................................................................... 5 Reporting.................................................................... 5 Deliverables.................................................................. 5 PROJECT SCHEDULE............................................................... 6 QUALIFICATIONS AND STAFFING ..................................................... 7 A. Firm Qualifications...................................................... 7 B. Staffing............................................................... 7 Robert E. Slavin, President ............................................... 7 Jill T. Pylant, SMC Consultant ............................................. 8 David G. Hunscher, Sr ................................................... 9 Josie Johnson......................................................... 9 GUARANTEES.................................................................... 10 FEE STRUCTURE.................................................................. 11 Professional Fees............................................................ 11 Expenses................................................................... 11 AGREEMENT FOR SERVICES........................................................ 13 EXHIBITS Pro Forma Invoice Clients References EEO Statement Minority and Female Placements Prepared for the CITY OF FORT COLLINS, COLORADO by Slavin Management Consultants EXECUTIVE SUMMARY About Fort Collins, Colorado Fort Collins was founded as a military fort in 1864 and incorporated as a town in 1873. Now, Fort Collins is a community of 130,000 residents with a full service, home rule Council/Manager government. The Council is made up of six district council members who are elected on a nonpartisan basis for a four-year term and a Mayor who is elected at -large on a nonpartisan basis for a two-year term. The City is rapidly urbanizing community which operates under a comprehensive development plan and is a full -service city. Fort Collins is home to Colorado State University and an outstanding public school system. The City employs about 1,500 employees. About Slavin Management Consultants Slavin Management Consultants (SMC) has completed many city/county manager searches over the years. We have significant local government recruitment experience in the Colorado and all regions of the United States. We use a critical path" search process which allows our clients to focus attention on the selection process rather than on identifying, recruiting, screening and evaluating candidates. We understand that each client's need for key executives is different and that there is no "best" person for all situations. The best prospects are typically happily employed and not responding to advertisements. These people need to be found and encouraged to become candidates. They are understandably reluctant to apply for positions when their in- terest could become a matter of public information prior to being assured that the City of Fort Collins is interested in their candidacy. Our approach to this assignment will reflect the unique qualities of the City of Fort Collins. It will honor the interests of candidates to the extent possible under Colorado law. This proposal provides an indexed and easily usable document for the City to assess the qualifications of Slavin Management Consultants to handle this critical work. It contains the following sections: a Table of Contents, Executive Summary, Project Summary, Project Schedule, Firm Qualifications and Staffing, Guarantees, Fee Structure, and an Agreement for Services. We constructed the Fee Structure to illustrate the professional time and cost of each major phase of the project. Exhibits include a sample invoice, a client list, references, our EEO/AA statement and a listing of women and minorities who we have helped place. In considering our proposal we point out several factors about our firm and our approach that will be of significant benefit to the City: • We are results oriented. Once the recruitment profile is approved, we "lock" into the criteria established and carefully identify, recruit and evaluate candidates who meet your criteria. We do not simply bring forward candidates whom we may already know. • Our key staff members have extensive experience in conducting executive searches for the public sector throughout the nation. • We are committed to complete client satisfaction. Our successful placement -oriented approach will ensure that the project work is practical, realistic, timely and that it has the full commitment and support of the City Council so that a successful placement will be facilitated. • We use discount airfares and leverage trips between clients whenever possible to reduce expenses to our clients. • We are leaders in the field of executive search in the public sector and our methodologies are state- of-the-art. We can address all aspects of your assignment. • Every search that we have conducted has resulted in a selection from our recommended group of candidates. Our experience includes large and small organizations, and chief executives and subordinate level positions. More than 95% of our placements have remained in our client's positions for more than five years. Prepared for the CITY OF FORT COLLINS, COLORADO by Slavin Management Consultants f • Our style is interactive. That is, we strive to build a partnership with our clients. We are experts in EEO/AA recruitment. Approximately 25% of our placements are women and/or minorities. Prepared for the CITY OF FORT COLLINS, COLORADO by Slavin Management Consultants 2 PROJECT SCHEDULE The search process normally takes between sixty (60) and ninety (90) days to complete and typically follows the following pattern: DAYS STEPS 1-30 30-45 45-60 60-360 1. DEVELOP SEARCH PROCESS, RECRUITMENT PRO- FILE AND ADVERTISING PROGRAM FOR CITY COUNCIL APPROVAL ✓ 2. IDENTIFY QUALIFIED CANDIDATES, REVIEW DATA BASE, NETWORK, RECEIVE AND REVIEW RESUMES ✓ ✓ 3. SCREEN & EVALUATE PROSPECTIVE CANDIDATES ✓ 4. PROGRESS MEETING AND REPORT ✓ 5. INTERVIEW AND EVALUATE PROSPECTIVE CANDIDATES ✓ ✓ 6. SUBMIT FINAL REPORT AND RECOMMENDATIONS, ASSIST IN SELECTION, FACILITATE EMPLOYMENT ✓ L ESTABLISH EVALUATION CRITERIA AND FOLLOW-UP ✓ Approximately twelve semifinalist candidates are presented to the City Council at the progress meetings. Generally, about five finalist candidates are presented for interviews with the City Council. Prepared for the CITY OF FORT COLLINS, COLORADO by Slavin Management Consultants 9 the City Council, we will narrow the semifinalist candidate group on the basis of refined criteria. During this meeting we will determine City's expectations relative to interview questions that we will write as well as the candidate rating and scoring processes which will be included in our final report. D. Selection and Employment In-depth Screening and Final Report At this point, we will interview those semifinalist candidates whom the City has the greatest interest in. Proper "fit" is as important as technical ability. We assess both. In order to better assess candidates' management style and interpersonal characteristics, we personally interview each in his or her present work environment. We will closely examine each candidate's experience, qualifications, achievemeFievaluating anagement style and interpersonal skills in view of the selection criteria and our professional expertisthe quality of Jsuch qualifications, skills and achievements.i,�.F1 E� We conduct in-depth background checks on those individuals who continue to demonstrate their overall _:� _ _, 2 suitability for the position. Included are detailed and extensive reference checks which cover a minimum period of ten years. In conducting these, it is our practice to speak directly to individuals who are now or have been in positions to evaluate the candidate's job performance. We ask each candidate to provide us with a large number of references. We then network these references to other persons who know the candidate. In this way, we thoroughly evaluate each candidate. These references and evaluations are combined to provide frank and objective appraisals of the top candidates. As part of our evaluation process we conduct credit checks and verify undergraduate and graduate college degrees. We also conduct criminal history, civil court records and driving record checks. At the City's option, we can arrange for assessment centers and/or psychological (or similar) testing of the candidates. (These optional items will result in extra cost.) We will then meet with the City Council to present a group of well -qualified finalist candidates for interviews in Fort Collins. These final candidates will not be ranked because, at this point, they will all be qualified and it will then be a matter of chemistry between the candidates and the City Council that should produce the final selection decision. Rs) Our final report will be presented in a meeting with the City Council. This written report is a comprehensive document. It contains our candidate recommendations, details about the search, interview tips, interview questions, candidate evaluation forms and information about legal vs. illegal inquiries. The report also includes the candidate interview schedule as well as our recommendations relative to timing, sequencing, location, setting, format, and conduct of interviews. The report contains comprehensive information about each recommended candidate. This includes educational and experience information, an evaluation of the candidate's experience relative to the criteria established by the City, a summary of reference comments and a statement of accomplishments and management style prepared by the candidate. Present compensation is also provided for each recommended candidate. We will provide information about trends in employment, employment contracts and agreements, relocation expenses, perquisites, appropriate roles for spouses, receptions, etc. We arrange schedules for top candidate interviews with the City and we will coordinate the entire process. We will properly handle any and all media relations. Unless otherwise directed, it is our standard practice to tell all media that we are working on behalf of the City of Fort Collins and that any public statement should come from the City directly. Under no conditions will we release information to the media unless specifically directed by the City to do so. We will notify all unsuccessful candidates of the final decision reached. And, finally, will continue to work for the City until a suitable candidate is recruited and hired by the City. SMC is an equal opportunity employer and recruiter, and will not discriminate against any employee or applicant for employment because of race, religion, creed, color, sex, disability or national origin. Prepared for the CITY OF FORT COLLINS, COLORADO by Slavin Management Consultants 4 QUALIFICATIONS AND STAFFING This section presents our qualifications to conduct projects of this type and describes the staff to be assigned to the search. A. Firm Qualifications SMC is an independent management consulting firm formed in 1986 and incorporated in the State of Georgia. We operate nationwide from our home office near Atlanta, Georgia. The principal and only stock holder of the firm is Robert E. Slavin. Mr. Slavin has extensive experience as a local government executive and as a management consultant. We have an office in Ann Arbor, MI and affiliates in Dallas, TX and Hartford, CT. The company provides exceptionally high -quality consulting services to state and local governments, health care providers, transit authorities, utilities, special districts, and private sectorclients. Specialty practice areas include executive recruitment, pay and classification, performance appraisal systems, and organization development and training. Our key consultants have conducted successful assignments for hundreds of public sector organizations nationally and offer many references as testimony of our work. This important engagement will be personally conducted by Mr. Robert E. Slavin. Mr. Slavin has conducted or assisted in the conduct of more than 525 successful executive searches throughout his career. Members of the proposed search team have conducted executive searches for Slavin Management Consultants as well as for others before joining the firm. All are professional public human resources practitioners with significant direct management experience. All are long-term, active members of a variety of professional organizations and stay abreast of new and changing laws, developments and trends by regularly attending specialized workshops, seminars and annual conferences. B. Staffing Robert E. Slavin. President Mr. Slavin will manage and serve as the lead consultant for this project. He is a pioneer in public sector and nonprofit executive search. He is among the best known and respected professional recruiters in the business. He is a frequent speaker before professional groups and he has written several articles for professional journals concerning governmental management. By special invitation, Mr. Slavin assisted the United States Office of Personnel Management to define and set up the Senior Executive Service for the Federal Government. Mr. Slavin began his local government career in 1967. His experience includes twelve years working directly for local governments and it includes seven years as a principal consultant with the government search practice of Korn/Ferry International, the largest private sector search firm in the world. He headed the local government search practices for Mercer/Slavin, Incorporated, Mercer, Slavin & Nevins and Slavin, Nevins and Associates, Inc. Mr. Slavin now heads the executive search practice for Slavin Management Consultants. Clients include state and local governments, nonprofit and private sector businesses all over the United States. His experience includes search assignments for the 1984 Los Angeles Olympic's Organizing Committee. Mr. Slavin's experience and qualifications include organizational analysis, classification and compensation studies, and assessment centers and human resource's systems studies. Before being invited to join Korn/Ferry International, Mr. Slavin served as Assistant City Manager/Director of Human Resources for the City of Beverly Hills, California. While at Beverly Hills, Mr. Slavin conducted many executive level recruitment assignments involving nationwide search and placement. Before joining the City of Beverly Hills, Mr. Slavin was the Assistant Personnel Director for the City of San Leandro, California. Before San Leandro, Mr. Slavin was on the personnel staff of Santa Clara County, California. His assignments included recruitment, classification and selection for the County's Health Department, Medical Prepared for the CITY OF FORT COLLINS, COLORADO by Slavin Management Consultants 7