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HomeMy WebLinkAbout08-56FEBRUARY 12, 2008 08 -56 RESOLUTION (CARRIED 7 -0 LOST LAID OVER WITHDRAWN ) PURPOSE: ACCEPT PROPOSAL FOR EXECUTIVE SEARCH SERVICES — CITY MANAGER POSITION / THE PAR GROUP INITIATED BY: DEPARTMENT OF ADMINISTRATIVE SERVICES BE IT RESOLVED by the Common Council of the City of Oshkosh that the attached proposal from The PAR Group for Executive Search Services to assist with the recruitment of a City Manager is hereby accepted and the proper City officials are hereby authorized and directed to enter into an agreement in accordance with the City's Request for Proposals and to carry out all actions necessary to implement the City's obligations under the agreement. BE IT FURTHER RESOLVED that money for this purpose is hereby appropriated from: Acct. No. 100- 0020 - 6401 -00000 City Manager — Contractual Service THE PAR GROUP Public Management Consultants, LLC Celebrating Over 30 Years Service to a National Clientele CHICAGO 100 North Waukegan Road, Suite 211 Lake Bluff, Illinois 60044 -1694 TEL 847/234 -0005 FAX 847/234 -8309 www.pargroupltd.com CITY OF OSHKOSH, WISCONSIN PROPOSAL EXECUTIVE SEARCH SERVICES Submitted by: The PAR Group 100 N. Waukegan Road, Suite 211 Lake Bluff, IL 60044 TEL 847/234 -0005 FAX 847/234 -8309 Contact: Heidi Voorhees, President hvoorhees @pargroupltd.com Assisting in the Achievement of Excellence in the Public Service Since 1972 TECHNICAL PROPOSAL Executive Summary It is our understanding that the City of Oshkosh is requesting the services of a qualified executive search firm to assist in the comprehensive recruitment activities associated with identifying and screening outstanding Candidates from which the City Council may appoint a City Manager. These activities are to include position analysis, advertising campaign, resume review, candidate screening, background investigations, interview process, and negotiation and follow -up. In our 35 years of experience in providing recruitment services to local governments, we have found that it is in the best interest of both the Client and the Candidates for our consultants to be involved in the process through the appointment of the selected Candidate. A "full service" recruitment will fully utilize the knowledge and skills of the Consultant, while ensuring continuity in the process. Accordingly, we propose to conduct Oshkosh's City Manager recruitment utilizing the proven process outlined below. Firm Qualifications The PAR Group consults exclusively in the public sector, serving the needs of local government nationwide with corporate offices located in suburban Chicago. The PAR Group was founded by Paul A. Reaume, a former City Manager who provided consulting search services to local governments nationwide continuously for thirty years. Heidi J. Voorhees, also a former City Manager and associate of Paul Reaume, is President of the firm. Ms. Voorhees is leading the firm forward in the same traditions of excellence and integrity established by Paul Reaume in 1972. Our Principals have over 240 years' cumulative operations and consulting experience in the field of local government, and have conducted a large number and variety of local government and not - for - profit recruitments for a national clientele. Clients have included local governments of under 5,000 to over one million population, with budget responsibilities exceeding several billion dollars. The firm's quality of work and sensitivity to Clients' needs and concerns are recognized hallmarks —our firm was a pioneer in local government recruitment and is considered a leader in the public management consulting field. We have never failed to recommend a group of qualified Candidates for Client consideration. We have conducted executive recruitments throughout the United States and have successfully completed more local government recruitments in the Midwest than any other firm (please see enclosed Client List). We have worked successfully with a wide variety of elected and appointed Officials in local government. For example, we have recently conducted City Manager /Administrator recruitments for the Wisconsin municipalities of Burlington, Racine, and Waukesha. In addition to our extensive experience in recruitment of public management professionals for local governments, our firm has been sought out to assist related public interest associations in recruitment of top staff, including the Executive Directors for the National League of Cities (NLC), National Association of Counties (NACo), National Community Development Association (NCDA), International Institute of Municipal Clerks (IIMC), International Association of Assessing Officers (IAAO), National Association of Housing and Redevelopment Officials (NAHRO), American Public Works Association (APWA), National Association of Regional Councils (NARC), National Forum for Black Public Administrators (NFBPA), and the President of Public Technology, Inc. (PTI). We invite you to visit our web site at www.pargroupltd.com for additional information on The PAR Group and its consulting staff. The PAR Group has been involved in no controversies or lawsuits during the past five years. City of Oshkosh, Wisconsin Project Manager and Key Staff Qualifications and Experience page 2 All services in connection with this assignment will be performed by individuals who possess recognized municipal experience and broad executive selection judgment. Karl Nollenberger, Vice President, will be responsible for and directly involved in your assignment. Mr. Nollenberger's biographical profile is enclosed. He will be assisted by a Senior Consultant of the firm in the area of background and reference checks on Candidates. The individual assigned to this project will be determined based upon commitments to other clients. The PAR Group has conducted 43 recruitments for City Manager /Administrator in the past three years. We currently have 13 such positions under recruitment. Representatives of the following organizations can comment on the quality and professional level of services offered by Principals of our firm. These recruitments were all conducted by Mr. Nollenberger. Client: City of Columbia, Missouri Placement: City Manager Client Contact: Margrace Buckler, Director of Human Resources Telephone: 573/874 -7235 Client: City of Liberty, Missouri Placement: City Administrator Client Contact: Mary Towse, Director of Human Resources Telephone: 816/792 -6000 x 3035 Client: City of Brooklyn Center, Minnesota Placement: City Manager Client Contact: Mayor Tim Wilson Telephone: 763 -569 -3300 Client: City of Mesa, Arizona Placement: Deputy City Manager Client Contact: Chris Brady, City Manager Telephone: 480/644 -2066 Client: City of Moline, Illinois Placement: City Administrator Client Contact: Mayor Don Welvaert Telephone: 309/797 -0461 Client Contact: Terese Kimbell, Management Services Officer Telephone: 309/797 -0747 It is anticipated that the Lead Consultant will spend 120 hours and the Senior Consultant will spend 40 hours on this recruitment. Services Our executive search process is highly professional and personalized. We will assist Oshkosh Officials from commencement to conclusion of the assignment, until a completely acceptable Candidate is appointed to the position. We handle all of the administrative details of the entire recruitment process, so City Officials can limit their involvement to the significant, decision - making aspects of the selection process, thus minimizing interruption of attention to other on -going concerns and responsibilities. Our initial effort in assisting the City of Oshkosh would be to develop a Recruitment Profile that sets forth detailed qualifications for the City Manager position, reflecting both current and longer range organizational expectations relating to the position. The Profile serves as a key instrument for recruiting and screening Candidates . in accordance with the unique needs identified as particularly desirable for Oshkosh's City Manager position. City of Oshkosh, Wisconsin page 3 Our executive search process would be as follows, subject to mutually agreed upon modification: 1. Interview the Mayor and Members of the City Council, Department Heads, and key Staff all toward achieving clarity and consensus concerning the specific nature of duties, responsibilities and expectations of the City Manager position. Interview data will be used to prepare a Recruitment Profile for approval by the City Council (Sample Recruitment Profile enclosed). During our on -site interview activities we devote significant effort to become knowledgeable and familiar with the municipal organization, community institutions and leadership, gain a sense of the city as a place to live and work, understand intergovernmental activities /relationships, take note of cultural and socioeconomic diversity, and other efforts, all to clearly understand and be able to straightforwardly present prospective Candidates (and their families) with information having an important bearing on their decision to consider the Oshkosh position. If desired, we shall be pleased to conduct focus group sessions, comprised of community leadership and citizenry, in an expanded effort to determine input and feedback from such persons for inclusion in the draft Profile prepared for City Council review, amendment, and ultimate approval; this service /assistance would be provided for an additional fee. 2. Conduct an intensive independent professional search and recruitment effort, utilizing an extensive local, regional and national contact network, seeking out qualified Candidates who may not otherwise have an interest in your recruitment. 3. Place announcements in appropriate professional publications and on the internet to provide maximum exposure of the position's career opportunity and to ensure an open recruitment process. 4. Process all applications received from recruitment and announcement efforts, including timely acknowledgments of receipt of application and status of recruitment information to all Applicants, on behalf of the City. 5. Screen all applications received, matching all Applicants' credentials with the specific criteria qualifications stated in the Recruitment Profile. 6. Interview prospective Final Candidates and make background inquiries and reference checks with current employer and, where appropriate, most recent prior employer, and verify claimed educational achievement. 7. Present a written report to the City Council on applications received for the position, including r6sum6s and background information on those individuals considered to be most qualified and best suited for the position, recommending approximately 8 - 10 such persons for personal interview consideration. Facilitate the selection of Candidates to be invited for personal interview and appointment consideration; we recommend that no fewer than five Candidates be interviewed. 9. Arrange for additional background inquiries of Candidates selected for interview, to include criminal court, credit, and motor vehicle records checks and print media searches, as desired. 10. Provide, if desired, personality "type" profiles of the Finalist Candidates utilizing the recognized Myers - Briggs Type Indicator® (MBTI®) Test and analysis. The MBTI results provide a means to assist Council' Members in making distinctions and understanding differences of management and personal style among Candidates. The M13TI has been employed by a wide variety of users in business, government, and training services for 40 years as a recognized tool to assist organizations to appreciate the differences of individuals and their approaches to work and interaction. MBTI results are also used in organizations to help understand and adapt to different management styles and approaches to work methods, assist in making the most of human resources, and facilitate more effective communications with peers, employees, and supervisors. City of Oshkosh, Wisconsin page 4 11. Prepare interview questions and procedure for use by the City Council, developing a process which will ensure that the same questions are asked of each Candidate and that each interview is thoroughly and consistently evaluated. 12. Coordinate arrangements for Candidates' travel to Oshkosh for interviews, be present during interview sessions to facilitate effective discussion and deliberation toward the City's selection of a Final Candidate, and also assist in employment negotiation between the Final Candidate and City Officials, as desired. 13. Notify all Applicants of the final. appointment action by the City Council, including professional background information on the successful Candidate. Timing We are prepared to undertake your assignment in a timely manner. The Recruitment Profile will be submitted for review and approval promptly following our on -site interviews of Oshkosh Officials and Staff. We would be in a position to recommend Candidates to the City Council for personal interview consideration within 60 days following approval of the Recruitment Profile. Personal interview of Candidates could be conducted approximately ten days following the City Council's selection of Candidates for interview. Overall, the recruitment process —from the beginning to the date of appointment of a Candidate — should take no more than 90 days. Satisfaction Policy Our Client satisfaction policy provides that, should the appointed City Manager, at the request of City Officials or the Manager's own determination, leave the employ of the City within the first 12 months of appointment, we will, if desired, conduct another search for the cost of expenses and announcements only. In addition, in accordance with the policy of our firm, as well as established ethics in the executive search industry, we will not actively recruit the placed employee for a period of five years. This letter of proposal, when approved and signed, shall constitute an Agreement between us and it may not be modified except in writing by both parties. Our liability, if any, shall not be greater than the amount paid to us for professional services rendered. Oshkosh City Officials can be assured of responsive and personalized professional attention throughout the City Manager recruitment assignment. We enthusiastically look forward to having the opportunity to assist you in this very important staffing responsibility. Respectfully submitted, Heidi J. Voorhees, President The PAR Group, LLC ACCEPTED BY THE CITY OF OSHKOSH, WISCONSIN BY: TITLE: DATE: THE PAR GROUP Paul A. Reaume, Ltd. THE PAR GROUP Public Management Consultants, LLC Celebrating Over 30 Years Service to a National Clientele PRICE PROPOSAL CHICAGO 100 North Waukegan Road, Suite 211 Lake Bluff, Illinois 60044 -1694 TEL 847/234 -0005 FAX 847/234 -8309 www.pargroupltd.com Our professional fee for conducting a comprehensive, successful, and professionally oriented executive recruitment has been established at levels to be justifiable for public management recruitment paid for by public taxing bodies, our exclusive Clientele. Our fee proposal for conducting Oshkosh's City Manager recruitment would be: • Professional fee • Reimbursable expenses (consultant travel, postage /shipping, telephone /fax, office support services, printing/photocopy) • Education verification and court/credit/motor vehicle records searches • Print media searches (Lexis- Nexis) $15,500 $4,500 $125 per Finalist Candidate $40 per Finalist Candidate Optional services: • Conduct of focus groups (see step 1 above) • Myers -Briggs testing (see step 10 above) $800 per day, per Consultant involved $200 per Candidate Professional announcements are generally billed to the City directly by publishers and are not included in reimbursable expenses. Our Consultants will be pleased to discuss your budget. for professional announcements along with our recommendations. Candidate travel expenses for interviews are not included in the above fee proposal. The professional fee is payable in three equal payments, billed during the course of the recruitment, with the first payment for professional services due upon acceptance of our proposal, the second statement billed following recommendation of Candidates, and the final one -third billing upon completion of the recruitment assignment. Reimbursable expenses may be billed on a monthly basis. Respectfully submitted, cd� Pm " Heidi J. Voorhees, President The PAR Group, LLC Assisting in the Achievement of Excellence in the Public Service Since 1972